Backup Documents 03/27/2007 R
Board of County
Commissioners
Regular
Meeting
BACK-UP DOCUMENTS
March 27, 2007
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
COMMUNITY REDEVELOPMENT AGENCY BOARD (CRAB)
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AGENDA
March 27, 2007
9:00 AM
Jim Coletta, BCC Chairman, District 5; CRAB Vice-Chairman
Tom Henning, BCC Vice- Chairman, District 3
Donna Fiala, BCC Commissioner, District 1; CRAB Chairman
Frank Halas, BCC Commissioner, District 2
Fred W. Coyle, BCC Commissioner, District 4
NOTICE: ALL PERSONS WISHING TO SPEAK ON ANY AGENDA ITEM
MUST REGISTER PRIOR TO SPEAKING. SPEAKERS MUST REGISTER
WITH THE COUNTY MANAGER PRIOR TO THE PRESENTATION OF THE
AGENDA ITEM TO BE ADDRESSED. ALL REGISTERED SPEAKERS WILL
RECEIVE UP TO THREE (3) MINUTES UNLESS THE TIME IS ADJUSTED BY
THE CHAIRMAN.
COLLIER COUNTY ORDINANCE NO. 2003-53, AS AMENDED BY
ORDINANCE 2004-05 AND 2007-24, REQUIRES THAT ALL LOBBYISTS
SHALL, BEFORE ENGAGING IN ANY LOBBYING ACTIVITIES
(INCLUDING, BUT NOT LIMITED TO, ADDRESSING THE BOARD OF
COUNTY COMMISSIONERS), REGISTER WITH THE CLERK TO THE
BOARD AT THE BOARD MINUTES AND RECORDS DEPARTMENT.
REQUESTS TO ADDRESS THE BOARD ON SUBJECTS WHICH ARE NOT ON
THIS AGENDA MUST BE SUBMITTED IN WRITING WITH EXPLANATION
TO THE COUNTY MANAGER AT LEAST 13 DAYS PRIOR TO THE DATE OF
THE MEETING AND WILL BE HEARD UNDER "PUBLIC PETITIONS."
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March 27, 2007
ANY PERSON WHO DECIDES TO APPEAL A DECISION OF THIS BOARD
WILL NEED A RECORD OF THE PROCEEDINGS PERTAINING THERETO,
AND THEREFORE MAY NEED TO ENSURE THAT A VERBATIM RECORD
OF THE PROCEEDINGS IS MADE, WHICH RECORD INCLUDES THE
TESTIMONY AND EVIDENCE UPON WHICH THE APPEAL IS TO BE BASED.
IF YOU ARE A PERSON WITH A DISABILITY WHO NEEDS ANY
ACCOMMODATION IN ORDER TO PARTICIPATE IN THIS PROCEEDING,
YOU ARE ENTITLED, AT NO COST TO YOU, TO THE PROVISION OF
CERTAIN ASSISTANCE. PLEASE CONTACT THE COLLIER COUNTY
FACILITIES MANAGEMENT DEPARTMENT LOCATED AT 3301 EAST
T AMIAMI TRAIL, NAPLES, FLORIDA, 34112, (239) 774-8380; ASSISTED
LISTENING DEVICES FOR THE HEARING IMPAIRED ARE A V AILABLE IN
THE COUNTY COMMISSIONERS' OFFICE.
LUNCH RECESS SCHEDULED FOR 12:00 NOON TO 1:00 P.M.
1. INVOCATION AND PLEDGE OF ALLEGIANCE
2. AGENDA AND MINUTES
A. Approval of to day's regular, consent and summary agenda as amended. (Ex
Parte Disclosure provided by Commission members for consent and
summary agenda.)
Approved and/or Adopted with changes - 5/0
B. February 27,2007 - BCC/Regular Meeting
Approved as presented - 5/0
C. March 6,2007 - BCC/Strategic Planning Workshop
Approved as presented - 5/0
3. SERVICE AWARDS: (EMPLOYEE AND ADVISORY BOARD MEMBERS)
A. 20 Year Attendees
1) Mark Burtchin, Transportation/ROW
2) Robert Wiley, CDES
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March 27, 2007
3) Maria Sillery, Alternate Transportation Modes
4) Judith Scribner, Emergency Management
5) John Poczynski, EMS
B. 30 Year Attendees
1) Jan Bennett, University Extension
4. PROCLAMATIONS
A. Proclamation to honor the North Naples Fire Control and Rescue District for
stepping up to the plate to help meet the housing needs of its employees. To
be accepted by Chief Michael Brown, North Naples Fire Control and Rescue
District.
Adopted - 5/0
B. Proclamation to honor and recognize the contributions Patricia McKay
helped visualize and commemorate her as a person who truly cared about the
people and the environment in which she lived. To be accepted by Mr.
Dennis McKay.
Adopted - 5/0
C. Proclamation to designate March 25 to April 1, 2007 Philharmonic Center
for the Arts Week and March 31, 2007 to be declared Myra Janco Daniels
Day. The Naples Philharmonic Orchestra is celebrating its Silver Jubilee,
with a star-studded anniversary gala honoring its CEO and the Founder of
the Philharmonic Center for the Arts, Myra Janco Daniels. To be read by
Commissioner Frank Halas and accepted by Ms. Myra Janco Daniels.
Adopted - 5/0
5. PRESENTATIONS
A. Presentation by John Carlo on status of widening Rattlesnake Hammock
Road.
Future Transportation Workshop planned for discussion regarding
buried utility issues
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March 27, 2007
B. Recommendation to recognize Roger Jervis, Ivette Monroig, Judy Puig,
Mike Levy, & Connie Whiteway as Collier County's Outstanding Team for
Winter 2007.
Recognized
6. PUBLIC PETITIONS
A. Public Petition request by Dominic Chuirco and Marilyn Toohey to discuss
sound barrier for Berkshire Village along Santa Barbara Boulevard.
Direct staff to meet with members of the Countryside Community
B. Public Petition request by Ronald Talerico to discuss permit to fill water
drainage area.
Discussed
Withdrawn
C. Public Petition request by David Crowther to discuss reduction of
compo sting material going into the landfill.
Item 7 and 8 to be heard no sooner than 1:00 p.m., unless otherwise noted.
7. BOARD OF ZONING APPEAL
8. ADVERTISED PUBLIC HEARINGS
A. This item reQuires that all participants be sworn in and ex parte
disclosure be provided bv Commission members. VK Holdings Treviso
Bay Marina, LLC represented by C. Matt Joyner, P.A. Architect, requests a
Mixed Use Project in the Bayshore Drive District Overlay, proposing 2
residential units and 19,607 square feet of commercial floor area to be
known as The Odyssey - Treviso Bay Marina. The subject property,
consisting of 1.59 acres, is located at 3470 Bayshore Drive on the west side
of Bayshore between Lakeview & Riverview Drive, in Section 14,
Township 50, Range 25, Collier County, Florida.
Resolution 2007-73 Adopted - 5/0
Motion for reconsideration - 4/1 (Commissioner Halas opposed)
Resolution Adopted w/stipulations - 4/1 (Commissioner Halas opposed)
9. BOARD OF COUNTY COMMISSIONERS
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March 27, 2007
A. Appointment of members to the Pelican Bay Services Division Board.
Resolution 2007-72: Appointing Theodore J. Raia, John Iaizzo and
Michael Levy - Adopted 5/0
B. For the Board of County Commissioners to request that County Manager
Jim Mudd have EMS Director Jeff Page's letter to North Naples Fire Chief
Michael Brown, dated October 16, 2006, officially retracted.
Motion to approve co-location and co-ownership of the Emergency
Services Building with the possibility of the Sheriff's office occupying a
space; formal letter to be sent to Constitutional Officers for inquiry of
interest - Approved 5/0;
2nd Motion to bring back for discussion on future conceptual plans for
County offices for the use of that building and facility site - Approved
5/0
10. COUNTY MANAGER'S REPORT
A. This item to be heard at 3:00 p.m. Request the Board of County
Commissioners to reaffirm the staff actions taken in association with the
Advanced Life Support Agreements.
Approved w/changes - 3/2 (Commissioner Fiala and Commissioner
Henning Opposed)
B. Recommendation to approve the approach to the Willow West Stormwater
Improvement Project located in the Willoughby Acres Area, County Project
No. 510076. (Norman Feder, Administrator, Transportation Services)
Approved w/stipulations - 4/1 (Commissioner Henning opposed)
Citizens to setup MSTU for culverts and drainage issues; County is to
keep up the swales
C. This item to be heard at 11:00 a.m. To review the written and oral reports
of the Advisory Boards and Committees scheduled for review in 2007 in
accordance with Ordinance No. 2001-55. (Mike Sheffield, Assistant to the
County Manager)
Immokalee Enterprise Zone Development Agency - Fred Thomas
Presented
Immokalee Local Redevelopment Advisory Board - Fred Thomas -
Presented
Library Advisory Board - Loretta Murray - Presented
Pelican Bay Services Division Board - Jim Burke - Presented
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March 27, 2007
Tourist Development Council- Jack Wert - Presented
Motion to accept the reports and that the committee's serve a valid
purpose - Approved 5/0
D. To be heard immediatelv followinl! Item 14B. Recommendation for the
Collier County Board of County Commissioners (BCC) to authorize the
Community Redevelopment Agency (CRA) to coordinate with all
appropriate entities to secure and structure a loan in an amount not to exceed
$9,000,000 from a commercial lender selected via Invitation To Bid (Bank
ITB) to purchase certain real property within the Bayshore Gateway
Triangle Community Redevelopment Agency; authorize the CRA to execute
a commitment letter with the selected bank lender and to negotiate and
prepare for subsequent approval all required enabling documents to pledge
CRA funds as the loan repayment source; and authorize all necessary budget
amendments. (David L. Jackson, Executive Director, Bayshore/Gateway
CRA) (Companion Item to 14B)
Approved - 5/0
E. Recommendation to: (l) Approve a Change Order to continue Phase II of
Work Order # UC-250 under Contract # 043535, Annual Contract for
Underground Utilities Contracting Services, to Kyle Construction, Inc. in the
amount of $848,020.00 for construction of fire and irrigation water system
improvements within the Strand Community in Pelican Bay, Project Number
74023, and (2) Approve a Budget Amendment of$I,181,157.00 for this
project. (Jim DeLony, Administrator, Public Utilities)
Approved - 4/0 (Commissioner Fiala absent)
F. To be heard after 3:00 p.m. Recommendation to approve the filing of an
action for declaratory relief against the Clerk of Courts for a judicial
determination as to whether the Clerk of Courts is a fee officer or a budget
officer.
Approved 4/1 (Commissioner Henning opposed)
G. Recommendation to approve an amendment to the October 14,2003
companion agreement to the Sabal Bay Developer Agreement providing for
reimbursement of construction and land costs for a portion of the Lely Area
Stormwater Improvement Project (Project No. 51 1011) (Norman Feder,
Administrator, Transportation Services)
Approved - 4/0 (Commissioner Fiala absent)
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March 27, 2007
H. Recommendation to approve the purchase of Property Insurance for the
period April I, 2007 through March 30,2008 in the amount of $4,596,397.
(Len Price, Administrator, Administrative Services)
Approved - 4/0 (Commissioner Fiala absent)
I. Recommend Board approval to upgrade the 800 MHz Radio system at a cost
of$4.8 million and to finance the upgrade with a loan from the Commercial
Paper Loan Program. (Len Price, Administrator, Administrative Services)
Approved - 5/0
J. Recommendation that the Board of County Commissioners Award contract
# 06-3962 to Municipal Software Corporation for the replacement of the
existing Community Development and Environmental Services computer
system. [$1.99 million] (Joseph K. Schmitt, Administrator, Community
Development and Environmental Services)
Approved - 5/0
Moved from Item #16D4
K. Recommendation that the Board of County Commissioners not renew
concession agreement #96-2611 with Fish Finders, Inc. d.b.a. Cocohatchee
River Marina Inc. and authorize the creation of 2.8 Full Time Equivalent
(FTE) positions to establish marina operations at Cocohatchee River Marina
and approve necessary budget amendments.
Approved - 4/1 (Commissioner Henning opposed)
Moved from Item #16F5
L. Recommend Approval of Resolution to allow the Tourism Department to
accept donations of meeting rooms from local tourism attractions, hotels and
other group function venues.
Resolution 2007-74 Adopted - 5/0
Moved from Item #16A5
M. Recommendation to adopt a Resolution opposing enactment into law
proposed Florida Senate Bill 1772 (Companion to proposed Florida House
Bill 855) relating to Cable Television and video programming services,
removing all local cable television franchise authority and provisions to
grant or renew any cable television franchise certificates.
Resolution 2007-75 Adopted - 4/1 (Commissioner Henning opposed)
Moved from Item #16Al
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March 27, 2007
N. Recommendation to approve the Release and Satisfactions of Lien for
payments received for the following Code Enforcement actions.
Approved - 3/2 (Commissioner Fiala and Commissioner Henning
opposed)
Moved from Item #16A6
O. Recommendation to adopt a Resolution opposing enactment into law
proposed Florida House Bill 529 relating to Cable Television and video
programming services, removing all local cable television franchise
authority and provisions to grant, renew, or extend any cable television
franchise.
Resolution 2007-76 Adopted - 4/1 (Commissioner Henning opposed)
11. PUBLIC COMMENTS ON GENERAL TOPICS
12. COUNTY ATTORNEY'S REPORT
13. OTHER CONSTITUTIONAL OFFICERS
14. AIRPORT AUTHORITY AND/OR COMMUNITY REDEVELOPMENT
AGENCY
A. This item to be heard at 11:30 a.m. The executive summary is seeking to
have the BCC, acting in the capacity of the CRA; to review and approve the
2006 Annual Reports of the CRA required by 163.356(3)(c), Florida
Statutes, direct the County Manager or his designee to file the Annual
Report with the County Clerk and publish notice of the filling, and to modify
the CRA Bylaws, which require an annual meeting be held in January, to
require the annual meeting to be held in March to align with the Florida
Statute fiscal annual report March requirement.
CRA Board Came to Order; Approved - 5/0
B. Recommendation for the Collier County Community Redevelopment
Agency (CRA) to authorize the Bayshore Gateway Triangle CRA Executive
Director to coordinate with all appropriate entities to secure and structure a
loan in an amount not to exceed $9,000,000 from a commercial lender
selected via Invitation To Bid (Bank ITB) to purchase certain real property
within the Bayshore Gateway Triangle Community Redevelopment Agency,
and to negotiate and prepare for subsequent approval all required enabling
documents to pledge CRA funds as the loan repayment source; authorize the
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March 27, 2007
CRA Chairman to execute the real estate contract and execute a commitment
letter with the selected bank lender; and authorize all necessary budget
amendments. (David Jackson, Executive Director, Bayshore/Gateway CRA)
(Companion Item to 10D)
Approved - 5/0 Closed CRA Board
15. STAFF AND COMMISSION GENERAL COMMUNICATIONS
A. Commissioner Henning - Meeting tomorrow (3/28/07) regarding Fire
District consolidation at Big Cypress Elementary School @7pm
B. Commissioner Halas - Requesting increase in travel budget, comments
regarding trip to Tallahassee
C. Commissioner Coyle - Getting legislators here to discuss budget
procedures and how they are voting on Bills
16. CONSENT AGENDA - All matters listed under this item are considered to be
routine and action will be taken by one motion without separate discussion of
each item. If discussion is desired by a member of the Board, that item(s) will
be removed from the Consent Agenda and considered separately.
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Approved and/or adopted with changes - 5/0
A. COMMUNITY DEVELOPMENT & ENVIRONMENTAL SERVICES
Moved to Item #10N
1) Recommendation to approve the Release and Satisfactions of Lien for
payments received for the following Code Enforcement actions.
2) Recommendation to approve a modification to Resolution 2004-04
and Commercial Excavation Permit No. 59.648 "Winchester Lake
Commercial Excavation, located in Section 16, Township 48 South,
Range 28 East to allow for increased excavation to a depth of 30 ft.
W /stipulations
3) Recommendation to approve the Release and Satisfaction of Lien for
payments received for the following Code Enforcement actions.
As detailed in the Executive Summary
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March 27, 2007
4) Recommendation to approve the Release and Satisfactions of Lien for
payments received for the following Code Enforcernent actions:
Robert Chipman and Victor George
Acknowledging compliance and recovery of fines/fees
Moved to Item #10M
5) Recommendation to adopt a Resolution opposing enactment into law
proposed Florida Senate Bill 1772 (Cornpanion to proposed Florida
House Bill 855) relating to Cable Television and video programming
services, removing all local cable television franchise authority and
provisions to grant or renew any cable television franchise certificates.
Moved to Item #100
6) Recommendation to adopt a Resolution opposing enactment into law
proposed Florida House Bill 529 relating to Cable Television and
video programming services, removing all local cable television
franchise authority and provisions to grant, renew, or extend any cable
television franchise.
B. TRANSPORTATION SERVICES
1) Recommendation to approve the purchase of 5 .15 acres of
unimproved property (Parcel No. 206) which is required for the
construction of a stormwater retention and treatment pond for the Oil
Well Road widening project. Project No. 60044 (Fiscal Irnpact:
$569,784.50)
Between Immokalee and Camp Keais Roads
2) Recommendation to approve an Access License between Collier
County and South Florida Water Management District to allow access
across County-owned property at no annual cost.
To allow access to a SFWMD 285.7 acre park in the Estates
3) Recommendation to approve an Access Easement Agreement (AEA)
between Morande Enterprises, Inc. (Morande) and Collier County to
provide for shared access and interconnection for properties located
between Davis Boulevard and Radio Road.
To facilitate safe and efficient traffic flow
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March 27, 2007
4) Recommendation to approve the purchase of improved property
(Parcel No. 130) which is required for the construction of the
Vanderbilt Beach Road Extension project. Project No. 60168 (Fiscal
Impact: $567,450)
For 2.55 acres located at 790 29th Street NW
5) Recommendation to approve the Amended and Restated Agreement
for Haldeman Creek Disposal with Lakeview Drive of Naples, LCC, a
Florida Limited Company.
For the Haldeman Creek Dredging Project; allowing for a time
extension to the agreement until May 31, 2007
6) Recommendation to approve Work Order #QE-FT-3773-07-01 for a
construction project to Quality Enterprises USA, Inc. for Radio Road
(C.R. 856) Intersection Improvements at Livingston Road (C.R. 881),
using the Annual Contract for Roadway Contractors, Contract No. 05-
3773, Project No. 60016, in the amount of$328,044.13.
For the addition of a westbound U-turn lane and lengthening
eastbound turn lanes; scheduled to begin in late April, 2007
C. PUBLIC UTILITIES
1) Recommendation to adopt a Resolution to approve the Satisfactions of
Lien for Solid Waste residential accounts wherein the county has
received payment and said Liens are satisfied in full for the 1991
Solid Waste Collection and Disposal Services Special Assessments.
Fiscal impact is $30.00 to record the Satisfactions of Lien.
Resolution 2007-68
2) Recommendation to adopt a Resolution to approve the Satisfactions of
Lien for Solid Waste residential accounts wherein the County has
received payment and said Liens are satisfied in full for the 1995
Solid Waste Collection and Disposal Services Special Assessments.
Fiscal impact is $90.00 to record the Satisfactions of Lien.
Resolution 2007-69
3) Recommendation to adopt a Resolution to approve the Satisfactions of
Lien for Solid Waste residential accounts wherein the County has
received payment and said Liens are satisfied in full for the 1996
Solid Waste Collection and Disposal Services Special Assessments.
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March 27, 2007
Fiscal impact is $200.00 to record the Satisfactions of Lien.
Resolution 2007-70
4) Recommendation to approve, execute and record Satisfactions for
certain Water and/or Sewer Impact Fee Payment Agreements. Fiscal
impact is $127.00 to record the Satisfactions of Lien.
As detailed in the Executive Summary
5) Recommendation to award Bid Number 07-4114 Henderson Creek
Subdivision Water Distribution Improvements in the amount of
$775,081.65 to Kyle Construction Incorporated, to complete the
rehabilitation of the water distribution systern to service the
Henderson Creek Subdivision, Project 710101.
For the installation of new water mains, service lines and
additional fire hydrants for increased efficiency
6) Recommendation to award annual contracts to selected firms for
trenchless sewer system rehabilitation contracting services per bid 07-
4088, project 73050.
A warded to Miller Pipeline Corporation and Reynolds Inliner as
detailed in the Executive Summary
7) Recommendation to approve execution of a Proposal to Provide
Utility Consulting Services, not to exceed $9,500, to assist the Collier
County Water-Sewer District (the District) and the Florida
Governmental Utility Authority (FGUA) in the establishment of
wastewater service rates to provide bulk service to Golden Gate City
(the City) as served by FGUA, and to develop wastewater impact fees
for providing long term bulk service to the City.
With Public Resources Management Group, Inc.
D. PUBLIC SERVICES
1) Recommendation to award bid #07-4076 to Cheney Brothers and
Vistar Specialty Markets/Roma Foods for concession food resale and
paper products at North Collier Regional Park at an estimated cost of
$145,000 for FY 07.
For patrons of NCRP during operating hours
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March 27, 2007
2) Recommendation to approve master agreements relating to grants
awarded to the Services for Seniors programs and authorize the
chairman to sign the master agreements between Collier County
Board of County Commissioners and the Area Agency on Aging for
Southwest Florida, Inc.
Older Americans Act, Community Care for the Elderly,
Alzheimer's Disease Initiative and Home Care for the Elderly
3) Recommendation to approve a Grant Application and Certification of
Application by the Board of County Commissioners, and the signature
of the Chairman, permitting the Collier County Public Library to
apply for a State Construction Grant in the amount of $500,000 for the
Marco Island Rose Hall.
For the construction of a 4,000 square foot addition to the Marco
Branch Library
Moved to Item #10K
4) Recommendation that the Board of County Comrnissioners not renew
concession agreement #96-2611 with Fish Finders, Inc. d.b.a.
Cocohatchee River Marina Inc. and authorize the creation of2.8 Full
Time Equivalent (FTE) positions to establish marina operations at
Cocohatchee River Marina and approve necessary budget
amendments.
E. ADMINISTRATIVE SERVICES
1) Recommendation to approve the Collier County Group Health and
Flexible Reimbursement Insurance Plan Documents effective January
1,2007.
As detailed in the Executive Summary
2) Recommendation that staff be directed to develop an amendment to
Ordinance 2003-39 for the purpose of changing all references to
funding traffic education to driver education programs, increasing the
surcharge amount the Clerk of Courts may collect on all civil traffic
penalties from $3.00 per penalty to $5.00 per penalty and to require
that each Driver Education Program receiving funds require a
minimum of 30% of a students time be behind-the-wheel training as
authorized by Section 318.1215 of the Florida Statutes, entitled the
Dori Slosberg Driver Education Safety Act.
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March 27, 2007
To increase funds to be used for driver education programs in
public and non-public high schools
3) Recommendation to approve an Agreement for Sale and Purchase
with Bernard Oetting and Gabriela Oetting for 2.28 acres under the
Conservation Collier Land Acquisition Program, at a cost not to
exceed $51,500.
Located in Golden Gate Estates Unit 42, across from the
Estates Elementary School
F. COUNTY MANAGER
1) Recommendation to approve two after-the-fact letters of endorsement
to the East Naples Fire Control and Rescue District for Emergency
Medical Services Matching Grant Applications being submitted to the
Florida Department of Health.
For the districts Autopulse@ Program and training equipment
2) Recommendation to approve a Memorandurn of Understanding
between the Ochopee Fire Control District and the National Park
Service, Big Cypress National Preserve.
Providing for assistance in fire protection within the Big
Cypress National Preserve
3) Recommendation to reject Bid # 07-4108 for the purchase of
Emergency Medical Services Uniforms.
Purchasing Department to re-solicit bid
4) Recommendation to approve the submittal of a grant application to the
Community Foundation to fund the attendance of staff to a
Conference in the amount of$ 1,700.
For member (s) of Emergency Management to attend the National
Conference on Community Preparedness in Alexandria, VA
June 10-12,2007
Moved to Item #lOL
5) Recommend Approval of Resolution to allow the Tourism
Department to accept donations of meeting roorns from local tourism
attractions, hotels and other group function venues.
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March 27,2007
G. AIRPORT AUTHORITY AND/OR COMMUNITY
REDEVELOPMENT AGENCY
1) Recommendation to approve and execute Site Improvement Grant
Agreement(s) between the Collier County Community
Redevelopment Agency and a Grant Applicant(s) within the Bayshore
Gateway Triangle Community Redevelopment area.
Grant Applicant: Martha Lopera; located at 2080/2082 Pelton
Avenue, Naples, FL 34112 in the amount of $7,579.30
H. BOARD OF COUNTY COMMISSIONERS
1) Commissioner Halas requests approval for reimbursement for
attending a function serving a valid public purpose. Attended the VIP
Key Private Bank Sponsor Reception at Alico Arena on March 23,
2007. $25.00 to be paid from Commissioner Halas' travel budget.
Lecture given by General Colin L. Powell, USA (Ret.)
2) Commissioner Halas requests approval for reimbursement for
attending a function serving a valid public purpose. Attended the
Veteran Services Department luncheon, honoring volunteer drivers on
March 7, 2007 at the Elks Lodge on Radio Road. $16.00 to be paid
from Commissioner Halas' travel budget.
Located at 3950 Radio Road, Naples
3) Commissioner Coletta requests approval for reimbursement for
attending a function serving a valid public purpose. Commissioner
paid in advance to attend the EDC Excellence in Industry 2007 VIP
Kickoff Celebration on March 26, 2007 and is requesting
reimbursement in the amount of $ I 9.95, to be paid from his travel
budget.
Held at the Town of Ave Maria
I. MISCELLANEOUS CORRESPONDENCE
1) To file forrecord with action as directed.
J. OTHER CONSTITUTIONAL OFFICERS
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March 27, 2007
1) To obtain board approval for disbursements for the period of March
03,2007 to March 09,2007 and for submission into the official
records of the board.
2) To obtain board approval for disbursements for the period of March
10,2007 through March 16,2007 and for submission into the official
records of the board.
3) Request that the Board of County Commissioners authorize a public
notice to be published of one public hearing regarding Sheriff Hunter's
recommended Ordinance to establish policy regarding physical
separation at emergency shelters between potential sex crime victims
and sexual predators and sexual offenders, and to place this
recommended ordinance on the Board's summary agenda.
To eliminate potential exposure between victims and
offenders while occupying designated emergency shelters
K. COUNTY ATTORNEY
1) Recommendation to Approve a Stipulated Final Judgment as to Parcel
116 in the Lawsuit Styled Collier County v. David Lawrence Mental
Health Center, Inc., et aI, Case No. 06-0567-CA (Santa Barbara
Boulevard Project No. 62081). (Fiscal Impact: $27,600)
2) Request to Replace or Amend Collier County Ordinance No.8 I -42, as
Amended, the Local Occupational License Tax Ordinance, to Change
the Phrase Local Occupational License Tax to Local Business Tax and
to Revise the Term License to Receipt as it Relates to Local Business
Taxes.
To update Collier County Ordinance to reflect changes made in
the Florida Statutes in the substitution of terms
17. SUMMARY AGENDA - THIS SECTION IS FOR ADVERTISED PUBLIC
HEARINGS AND MUST MEET THE FOLLOWING CRITERIA: 1) A
RECOMMENDATION FOR APPROVAL FROM STAFF; 2) UNANIMOUS
RECOMMENDATION FOR APPROVAL BY THE COLLIER COUNTY
PLANNING COMMISSION OR OTHER AUTHORIZING AGENCIES OF
ALL MEMBERS PRESENT AND VOTING; 3) NO WRITTEN OR ORAL
OBJECTIONS TO THE ITEM RECEIVED BY STAFF, THE COLLIER
COUNTY PLANNING COMMISSION, OTHER AUTHORIZING
Page 16
March 27, 2007
AGENCIES OR THE BOARD, PRIOR TO THE COMMENCEMENT OF
THE BCC MEETING ON WHICH THE ITEMS ARE SCHEDULED TO BE
HEARD; AND 4) NO INDIVIDUALS ARE REGISTERED TO SPEAK IN
OPPOSITION TO THE ITEM. FOR THOSE ITEMS, WHICH ARE QUASI-
JUDICIAL IN NATURE, ALL PARTICIPANTS MUST BE SWORN IN.
A. This item reQuires that all participants to be sworn in and ex parte
disclosure provided by Commission members. Recommendation to
approve Petition A VESMT -2006-AR -10745 to disclaim, renounce and
vacate the County's and the Publics interest in a portion of the fifteen foot
wide utility easements B & C as recorded in and created by Official Records
Book 1648, pages 1502-1506 and lying over Parcel 1 & 2, according to a
plat of Berkshire Commons Parcels 1,2 & 3, filed in Plat Book 38, Page 30
and 31 ofthe Public Records of Collier County, Florida, said vacation area
being more particularly described in Exhibit A.
Resolution 2007-71
B. This item reQuires that all participants be sworn in and ex parte
disclosure be provided by Commission members. SE-2007-AR-11284:
An Ordinance to correct a scrivener's error in Ordinance Nurnber 02-55, for
the Baldridge PUD, to correct the omission of Standard Industrial Code
(SIC) 6021 for commercial banks located in Section 18, Township 49 South,
Range 26 East.
Ordinance 2007-33
C. This item was continued from the February 27, 2007 BCC Meetinl!.
This item reQuires that all participants be sworn in and ex parte
disclosure be provided by Commission members. PUDZ-2005-AR-7820
Habitat for Hurnanity of Collier County, represented by Laura Spurgeon, of
Johnson Engineering, is requesting a rezone frorn the Agricultural - Mobile
Home Overlay (A-MHO) zoning district to the Residential Planned Unit
Developrnent (RPUD) zoning district to consist of an affordable housing
residential neighborhood of 400 single-family, zero lot line, two-family, or
multi-family dwelling units in a project to be known as the Kaicasa RPUD.
The subject property, consisting of 100 acres, is located along the north side
of State Road 29, east of Village Oaks Elementary School, and is
approximately 2 miles east of the intersection of State Road 29 and County
Road 846.
Ordinance 2007-34
Page 17
March 27, 2007
18. ADJOURN
INQUIRIES CONCERNING CHANGES TO THE BOARD'S AGENDA SHOULD
BE MADE TO THE COUNTY MANAGER'S OFFICE AT 774-8383.
Page 18
March 27, 2007
_~~__,_.<.,_ "._._~__., ',"'.,"','_ _"~._.,..__,_'M___"... ."._._.~_~ __ __ .-----,--..-.---..-.---.,'''- -.-.,,---
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AGENDA CHANGES
BOARD OF COUNTY COMMISSIONERS' MEETING
March 27. 2007
Withdraw Item 6C: Public Petition request by David Crowther to discuss reduction of composting material
going into the landfill. (Petitioner's request.)
Item 10A: Page 8 of 10, the sentence in the legend should read: "Table showing each Department's total
Engine Reporting compliance for 2007 (rather than 2006) (expressed in days). N=54 days". (Staff's
request.)
Item 10E: Pages 10 through 19 of this item are attachments for Item 16C7 rather than 10E. (Staff's
request.)
Move 16A5 to 10M: Recommendation to adopt a Resolution opposing enactment into law proposed Florida
House Bill 1772 (companion to proposed Florida House Bill 855) relating to Cable Television and video
programming services, removing all local cable television franchise authority and provisions to grant or
renew any cable television franchise certificates. (Commissioner Henning's request.)
Item 1601: Add as part of the Fiscal Analysis: "At this point the County is spending $145,000 and
anticipating $420,000 in revenues. The County is marking up the food and drinks approximately 60
percent." (Commissioner Coyle's request.)
Move Item 1604 to 10K: Recommendation that the Board of County Commissioners not renew concession
agreement #96-2611 with Fish Finders, Inc. d.b.a. Cocohatchee River Marina, Inc. and authorize the creation
of 2.8 Full Time Equivalent (FTE) positions to establish marina operations at Cocohatchee River Marina and
approve necessary budget amendments. (Commissioner Halas' request.)
Move Item 16F5 to 10L: Recommend approval of resolution to allow the Tourism Department to accept
donations of meeting rooms from local tourism attractions, hotels and other group function venues.
(Commissioner Coyle's request.)
Time Certain Items:
Item 10C to be heard at 11 :00 a.m. To review the written and oral reports of the Advisory Boards and
Committees scheduled for review in 2007 in accordance with Ordinance No. 2001-55.
Item 14A to be heard at 11 :30 a.m. The executive summary is seeking to have the BCC, acting in the
capacity of the CRA; to review and approye the 2006 Annual Reports of the CRA required by 163.356(3)(c),
Florida Statutes, direct the County Manager or his designee to file the Annual Report with the County Clerk
and publish notice of the filing, and to modify the CRA Bylaws, which require an annual meeting be held in
January, to require the annual meeting to be held in March to align with the Florida Statute fiscal annual
report March requirement.
Item 1 OA to be heard at 3:00 p.m. Request the Board of County Commissioners to reaffirm the staff actions
taken in association with the Advanced Life Support Agreements.
Item 10F to be heard after 3:00 p.m. Recommendation to approve the filing of an action for declaratory
relief against the Clerk of Courts for a judicial determination as to whether the Clerk of Courts is a fee
officer or a budget officer.
Item 100 to be heard immediately followinQ Item 14B: Recommendation for the Collier County Board of
County Commissioners (BCC) to authorize the Community Redevelopment Agency (CRA) to coordinate
with all appropriate entities to secure and structure a loan in an amount not to exceed $9,000,000 from a
commercial lender selected via Invitation To Bid (Bank IT B) to purchase certain real property within the
Bayshore Gateway Triangle Community Redevelopment Agency; authorize the CRA to execute a
commitment letter with the selected bank lender and to negotiate and prepare for subsequent approval all
required enabling documents to pledge CRA funds as the loan repayment source; and authorize all
necessary budget amendments.
PROCLAMA TION
, 4A
WHEREAS, the Professional Firefighters throughout the State of Florida are
an extremely valuable asset in providing for the health and
safety of our residents; and,
WHEREAS, there is a continuing need to provide affordable housing in and
around Collier County for the professionals providing emergency
services to our residents; and.
WHEREAS, the Board of Fire Commissioners of the North Naples Fire
Control and Rescue District have established a Designated
Reserve for Affordable Workforce Housing in the amount of one
million dollars by Resolution 06-oo9, adopted March g, 2006;
and.
WHEREAS, the Board of FiIY CommissitJMrs of the North Naples Fire
Control and Rut:ue District have developed a program utl1izing
the Desigllot'ed Reserve for Affordable WarkfDrce Housing to
provide low interest, down payment loons to ell7p1oyees of the
District to assist in the purchase of housing in Collier and Lee
Counties: and.
WHEREAS, thit Itx1rd of County Commissioners wishits to express its
grtltitude and appreciation to the North Naples Fire Control and
Rut:UfI l>istrict for initiating an affordable housing program to
benefit the employees of the District.
NOW THEREFORE, _ it proclaimed by the Board of CtlUlfty Commissioners of
Collier CDunty, Florida, on behalf of tINt: citizens of Collier
County, tINt: North Naplu Fire CtIIltrol II Rescue District is
hereby recognized for its effort in initiating an affordable
housing program to ~fit thit employees of the District.
DONE AND ORDERED THIS 27h Day of March, 2007.
BOARD OF COUNTY COMMISSIONERS
COl~ CPUNTY. /~L DA
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ATTEST:
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PROCLAMATTON
40
WHEREAS, Patricia McKay, a resident of Port of the Islands since 1998, was
the treasurer for the Stella Maris Homeowners Association and
served on the Board where she sought to improve the quality of life
of those living in the Port of the Islands community; and,
WHEREAS, through her involvement, she urged the Port of the Islands
Community Improvement District Board to widen Newport Cay for a
bicycle path, a project which was completed last summer; and,
WHEREAS, Patricia McKay worked with County staff and her community to
establish a local voting location so that residents would not have to
drive 15 miles to vote, initiating positive action through government
participation; and,
WHEREAS, the Florida Department of Tronsportation (FDOT) had programmed
$300,000 with Federol Enhancement Program funds in its Five- Year
Work Progrom for enhancements along US 41 (State Road 92 to the
Dade County Line) associated with its designation as a National
Scenic Byway and although the MPO had requested to change the
designation, through Patricia McKay's involvement, the MPO
recommendlld that the $300,000 be applied to a landscaping and
proposed manatee viewing area project on 41 at the Port of the
Islands Community and Faka Union Canal; and,
WHEREAS, withlJut Patricia McKay's continued involvement and passion for the
Port of the Islands Community, this landscape beautification project
would not have been constructed; and,
WHEREAS, sadly and unfortunately, last year, Patricia McKay succumbed to
cancer. The Community wishes to recognize the contributions she
helped visUtllize and commemorote her as a person who truly cared
about the ~e and the environment in which she lived.
NOW THEREFORE, be it proclaimed by the Board of CtJunty Commissioners of
Collier County, Flarida that Patricia McKay be recognized as an
outstanding community member and dedicate the Port of the Islands
Landscaping to her memory and in her honor.
DONE AND ORDERED THIS 27th day of March, 2007.
BOARD OF COUNTY COMMISSIONERS
COLLIER CYUNTY. FLORIDA
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ATTEST:
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PROCLAMA TION
4C
WHEREAS, the Philhannonic Center for the Arts enriches and inspires the lives of the citizens of Southwest
Florida; and,
WHEREAS, the Philhannonic Center for the Arts is the premier performing arts hall in Southwest Florida, hosting
more than 400 events a year including world class dance, opera, classical and popular music and
Broadway musicals and enriching the cultural life of Collier County and all of Southwest Florida; and,
WHEREAS, the Naples Philhannonic Orchestra provides artistic excellence each season, increasing their repertoire
and adding challenging programs designed to stimulate and enrich audiences of all ages; and,
WHEREAS, the Philhannonic Chorale, the Youth Chorale and the Youth Orchestra provide community members
opportunities to develop and grow their musical talents while enhancing and increasing the musical
experiences of concert goers; and,
WHEREAS, the Naples Museum of Art strives to be a visual arts center for people of all ages and backgrounds
while providing educational programs and lectures; and,
WHEREAS, the Naples Philhannonic has grown from its roots to the tiny volunteer Naples/Marco Philharmonic
Orchestra in 1982 to the award-winning world class institution it is today; and,
WHEREAS, this growth and development has been made possible through the generosity and community spirit of
hundreds oflocal citizens who provide the rich endowments, donations, and volunteer hours required
for a successful community resource; and,
WHEREAS, the vision and guiding spirit for these great achievements has been Myra Janco Daniels who has
capped a highly successful advertising career with her outstanding performance as CEO and under
whose inspiring and decisive leadership and constant quest for perfection, the Philhannonic Center has
grown and established:
* A $19 million, 90, 275 square foot performance hall and administrative center (delivered on-time and
on-budget)
* A $10 million, 30,000 square foot art museum
* A 40,000 square foot corporate center with two acres of additional land for future enhancement of the
Center
* A core of remarkably talented musicians and administrators
* World class musical directors, conductors, and artists
* Financial stability and a secure endowment - a truly remarkable achievement in this time of struggle
for orchestras and museums across the nation
* A carefully balanced program of programs and presentations in the arts that surpasses that available in
any comparably sized community and is the envy of many major metropolitan areas; and,
WHEREAS, the Naples Philharmonic Orchestra is celebrating its Silver Jubilee - with a star-studded anniversary gala
honoring its CEO and the founder of the Philhannonic Center for the Arts, Myra Janco Daniels.
NOW THEREFORE, be it proclaimed by the Board of County Commissioners of Collier County, Florida, that March
25th to April 1 st be designated as
PHILHARMONIC CENTER FOR THE ARTS WEEK
And Saturday, March 31st shall be declared
MYRA JANCO DANIELS DAY
DONE AND ORDERED THIS 27th Day of March, 2007.
ATTEST:
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COLLIER COUNTY FLORIDA
REQUEST FOR LEGAL ADVERTISING OF PUBLIC HEARINGS
To: Clerk to the Board: Please place the following as a:
XXX Normal Legal Advertisement Other:
(Display Adv., location, etc.)
..........*._*---*..._._..*_..._._._......_..*_.-.*-_....---..-..-.*..--........-..-...**.
*..*
Person: Carolina Valera (,. V.
Date: 2-/ l.-11 0,
Originating Deptl Div: Comm.Dev,ServJPlanning
Petition No. (If none, give brief description): MUP-2006-AR-I0052, The Odyssey-Treviso Bay Marina
Petitioner: (Name & Address): C. Matt Joyner, P.A. Architects, Matt Joyner, 909 6th Ave. N. #101, Naples, FJ.
34102
Name & Address of any person(s) to be notified by Clerk's Office: (If more space is needed, attach separate sheet) VK
Holdings Treviso Bay Marina, LLC, 19275 Capitol Dr.. Brookfield, WI 53045
Hearing before BCC BZA Other
Requested Hearing date: 3Jl-llc "IBased on advertisement appearing ~ days before hearing.
XXX Naples Daily News
Other
Legally Required
Proposed Text: (Include legal description & common location & Size): Petition: MuP-2006-AR-IOOS2. VK
Holdings Treviso Bay Marina, LLC, represented by C. Matt Joyner, P.A. Architect requests a Mixed Use Project for
Treviso Bay Marina. The project consists of a total area of 64,293 square feet, with 2 units and 19,607
non-residential sq ft. This is currently zoned C-4 BMUD (Bayshore Mixed Use Overlay District Neighborhood
Commercial). The subject property is located at the 3470 Bayshore Drive on the W. side of Bayshore between
Lakeview & Riverview, in Section 14, Township 50, Range 25, Collier County, Florida.
Companion petition(s), if any & proposed hearing date:
Does Petition Fee include advertising cost? Yes
costs: 113-138312-649110
No If Yes, what account should be charged for advertising
Reviewed by:
~'\ 'rn'~\.(<'L 2./'2-1/".3
-'bepartrnent Head Date
Approved by:
County Manager
Date
List Attachments:
DISTRIBUTION INSTRUCTIONS
A. For hearings before BCC or BZA: Initiating person to complete one copy and obtain Division Head
approval before submitting to County Manager. Note: If legal document is involved, be sure that any
necessary legal review, or request for same, is snbmitted to County Attorney before submitting to Connty
Manager. The Manager's office will distribute copies:
County Manager agenda file: to Requesting Division
Original Clerk's Office
B. Other hearings: Initiating Division head to approve and submit original to Clerk's Office. retaining a copy for file.
._-_....*_.*--_.**.*_._*---*-.-._.__._...*._--*--_._.-..---.-..-.-****-*-.--.--......--.-.
FOR CLERK'S O!.FIC~ USE ONLY: ~
Date Received:c:t ~ t)7 Date of Public hearing: 3/.:L7 tJ7
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Date Advertised: ~
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RESOl,.pnON NO. 07-
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A'RESOLUTlON OF.TJU: C;:OLLmR COUNTY
BOARD OF. COUNTY 'COMMISSIONERS
. DESlGNATIIi!G THE ODYSSEY- TREVISO BAY
MARINA AS A MIXED USE PROJECT (MUP) IN
THE BAYSHORE DRIVI: MIXED USE ZONING
OVERLAY DISTRIcT, . WATERFRONT SUB-
DISTRJ;cr (BMUD-W) AND RESIDENTIAL 2 Sl!B-
DlSTRlcr (BMUD-R2),' COM;PRlSING 1.59:t
ACRES PURSUANT TO LAND. DEVELOPMENT
CODE SECTION' 2;03.07. 1.3.; PROVIDING FOR
DESIGNATION AS "MVP," AND CoMPRISING 2
RES;IDENTJAL DWELLING UNITS . AND. 19,607
SQUARE' FEET otr PERMrrrm CQl\.lMERCIAL
USES; AND PROVIDING FOR CONCEPTUAL
, Sm; PLAN APPROVAL,' FOR PARCELS
LOCATED ON TRE WEST.SlDE OF BAvSHORE
DRIVE BETWEENiUv:l!:Rvmw ANDLAKEVIEW
DRIVE,
, .
WHEREAs, VI{ Holdiuvs Trevlao BayMmit.. u.i. (herein referred 10.. "Ownor")
0_ oisbt 10IB l:omprising approximately 1.59 !: acres, deicribed bcfow, !bat aro localDd wilhiIi
,the boUDdari.. of the ~ MIXed. Use o.eday Pistrict ("BMlJD") aud, wilhin Ibe
Waterfi-onl Sub-cUotrict (BMUD- W) and Resi<botW 2 Sub-cUotrict (D~R,2), all comprising .
portion of the Ba}'llbore-<3atewily Commulliiy Red~e1ojxnent ^"'" (CRA), located In Collier
County, Florida at the - oCBll}'llhoreDrive between R1verview and Lakevlew Driye; and .
~ Owner, ihrnugli lIB agdlll, Matt Joyner, PA. Architects, iIll!l:COl'dance with
Section 2.03.07. 1.3., of the Collier County Land Developn1Cnl Coda ("IDC") ha& petiriOnod the
Colller' County Boarcl of County Commis.i<ln.... 'C'Bosrd") ptl1'BUalIt to Petition Number MUP.
2006-AR-IOO52, for approval oC a MIxed U.. ProJocl("MUP'? In the Bayohono Drive MIxed .
U.. Overlay District, proposing 2 residential uni18 and 19,607 sqnano Ceet oC collllllel'C:iai floor
area for the .ubJect lauda 10 be known .. 'J1ul Odys.ey - Tl!lviso Bay Marilla; and
' ,
WHEREAs, Owner ha& timely sUbmitted a BUfiioicnl MUP Application ("Application'?
for The'Odysscy -Troviso Bay Marina MUP'plon for the lands deocn'bed belOW; and
WHEREAS, Collier Comity Stall' has reviewed the Appllcation, including a Conceplual
Sile Phin demoiisUatingcompllimce with WC Section 10.03.05.0., along with support
documentation and il1furmationreq1lired by. !.DC Section 2.03.07. 1.3., and determined that the
Application and ConceplUaj Site Pion lIie!"'fficient; and
WHEREAs,. the Board ha& determJnod that. the' LDC . no&. and neighborhood
information' meeting (NIM) ""Iuireaiento opplicablo'.~ the Application oct Corth in Section
10.03.05.0., have been complied with;.and, that The Odyssey - Tnovlao Bay Marina MUP ha&
been nlcommcmdod fur approval'by the B~re-GaleWBy CRAAdviso.,. Boilni.
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NOW, 'l'IIKREJlORE; BE .rr.RESOLVBD BY THJ! BOARD OF. COUNTY
COMISsiONERs OF COlLIER COONrY, FLORIDA that: ,
1. . The forogoiDg WHEREAS c/a1IIclIlIle hereby !"IoJlted lis if sot forth fully hereio.
2. The Janda descn'bedm attadied llxIn'bit "A,"conaisting of lI)lJII'<lXiDialy 1.59:t .
acres are hereby dcaignatecl as a Mixed Use PrOject ("MUPj, and be officially
designated as "MPP" 00 the Official Zoning AlI8sMap, subject. to tlte ConceplDal
Site Plan 1Illached. Il8 Exhibit "8;'; .and oubject to compliance with the
requiremenlli ofLDC Soctlon 2.03:07. I. 3. d., i. through iv.
3. The Conceptual Site Plan. for The ~ - Treviao ilay'Mluins MUP _cbed
hereto as &bibit"8" ~hereby approved. . .
4. Once the proPertY o~, tIirough the ,'MlJp approval 'proc..... commences
conslroclioll of the propoaed developmllDt project'imdor tho, provisions of tho
, Mixed Use Stib-district, those lan~ flhaII only be developed in cOmpliance with
all provisiOllll of tho BMUD Overlay,and shall DOl revert back to the tmdorlying
zoni11g,district. ..
BE IT'RESOLVED that fl\is Rosolutiolll'Olatlng to Petiti""Ntimbcr MUP-2006 AR-
10052 be reCorded in the niinutes ofthisBoard. '
THIS RESOLUTION ADOPTED 'this
second, and ~ority vote.
27th day of March, 2OC17. !111m a Motioo,
ATTIl8T; DWIOfITB. BROCK
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BOARD'OFCOUNIY COMMISSIONERS '
COLLIBRCOUN1Y,FLOiUDA
, Depu'ty Clerk
Approved as to funn and
legal sufficiency;
~'~~U'{-'IUA;Lis '
M' M. Siwlent-StirI. . .
III) ,mg,
Assistant CouDtyAttorney . .
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Legal Description oftbe Marina Property
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Parcel A
Lots 27 and 28, Block 4 and Lots 1 and 2, Bloclc S, Gulf'ShOres, aceording to the plat thereof, recorded in Plat Book
4, page SO. Public Records of Colliel County, Florida, " " " "
Parcel B
Lots 3 and 4, Block S, GulfShoresiaccol-aing totbe pial thereof; =rdcd in PIal Book 4, pt&O'SO; Publk: Records
of Collier CouDly, Florida.
Parcel C
Lot 25, Block: 4, GulfShotes, according to the plat thereot; t~cmlod in PJat Book 4,page SO, Public Records of
Collier CouDly. Florida.. "" "
ParcelD
Lo126, Block: 4, OuIfShores, according to tbeplal t!lcn:ot; lllCordcdinPlatBook 4, page SO, Public Records of
Collier County, F:lmida.. "
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NOTICE OF PUBLIC HEARING
Notice is hereby given that the Board of County Commissioners of Collier
County will hold a public hearing on Tuesday, March 27, 2007, in the
Boardroom, 3rd Floor, Administration Building, Collier County Government
Center, 3301 East Tamiami Trail, Naples, Florida. The meeting will begin
at 9:00 A.M.
The Board will consider Petition MUP-2006-AR-10052, VK Holdings
Treviso Bay Marina, LLC, represented by C. Matt Joyner, P.A. Architect
requests a Mixed Use Project for Treviso Bay Marina. The project consists
of a total area of 64,293 square feet, with 2 units and 19,607 non-
residential sq. ft. This is currently zoned C-4 BMUD (Bayshore Mixed Use
Overlay District Neighborhood Commercial). The subject property is located
at the 3470 Bayshore Drive on the W. side of Bayshore between Lakeview &
Riverview, in Section 14, Township 50, Range 25, Collier County, Florida.
NOTE: All Persons wishing to speak on any agenda item must register with
the County Administrator prior to presentation of the agenda item to be
addressed. Individual speakers will be limited to 5 minutes on any item.
The selection of an individual to speak on behalf of an organization or
group is encouraged. If recognized by the Chair, a spokesperson for a
group or organization may be allotted 10 minutes to speak on an item.
Persons wishing to have written or graphic materials included in the Board
agenda packets must submit said material a minimum of 3 weeks prior to the
respective public hearing. In any case, written materials intended to be
considered by the Board shall be submitted to the appropriate County staff
a minimum of seven days prior to the public hearing. All material used in
presentations before the Board will become a permanent part of the record.
Any person who decides to appeal a decision of the Board will need a record
of the proceedings pertaining thereto and therefore, may need to ensure
that a verbatim record of the proceedings is made, which record includes
the testimony and evidence upon which the appeal is based.
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
JAMES COLETTA, CHAIRMAN
DWIGHT E. BROCK, CLERK
By: Martha Vergara, Deputy Clerk
(SEAL)
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February 28, 2007
Attn: Legals
Naples Daily News
1075 Central Avenue
Naples, Florida 34102
Re: MUP-2006-AR-I0052: The Odyssey-Treviso Bay Marina
Dear Legals:
Please advertise the above referenced notice on Sunday, March 11, 2007 and
kindly send the Affidavit of Publication, in duplicate, together with charges
involved to this office.
Thank you.
Sincerely,
Martha Vergara,
Deputy Clerk
Account No. 113-138312-649110
Dwight E. Brock
Clerk of Courts
Cm.,tpfyofCollier
CLERK OF THE CIRCUIT COURT
COLLIER COUNTY QOURT1l0USE
3301 TAMIAMI TltAIL EA<ST
P.O. BOX 4 ia044 \.
NAPLES, FLORIDA~,4JOI-3d44
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Clerk of Courts
Accountant
Auditor
Custodian of County Funds
February 28, 2007
C. Matt Joyner, P.A. Architects
Matt Joyner
909 6th Ave. N. # 101
Naples, Florida 34102
Re: Notice of Public Hearing to Consider Petition
MUP-2006-AR-I0052, The Odyssey-Treviso Bay Marina
Dear Petitioner:
Please be advised that the above referenced petition will be considered by the
Board of County Commissioners on Tuesday, March 27,2007 as indicated on the
enclosed notice. The legal notice pertaining to this petition will be published in the
Naples Daily News on Sunday, March 11, 2007.
You are invited to attend this public hearing.
Sincerely,
DWIGHT E. BROCK, CLERK
~1r-~
Martha Vergara,
Deputy Clerk
Enclosure
Phone - (239) 732-2646
Website: www.clerk.collier.fl.us
Fax - (239) 775-2755
Email: collierclerklalclerk.collier.fl.us
Dwight E. Brock
Clerk of Courts
COl!ptyofCollier
CLERK OF T"HECIRCUIT COURT
COLLIER COUNTY QOURT4oUSE
3301 TAMIAMI niAIL EA~T
P.O. BOX 4i;~044
NAPLES, FLORIDA~,4101-3044
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Clerk of Courts
Accountant
Auditor
Custodian of County Funds
February 28, 2007
VK Holdings Treviso Bay Marina, LLC
19275 Capitol Drive
Brookfield, WI 53045
Re: Notice of Public Hearing to Consider Petition
MUP-2006-AR-I0052, The Odyssey-Treviso Bay Marina
Dear Petitioner:
Please be advised that the above referenced petition will be considered by the
Board of County Commissioners on Tuesday, March 27,2007 as indicated on the
enclosed notice. The legal notice pertaining to this petition will be published in the
Naples Daily News on Sunday, March 11,2007.
You are invited to attend this public hearing.
Sincerely,
DWIGHT E. BROCK, CLERK
~~
Martha Vergara,
Deputy Clerk
Enclosure
Phone - (239) 732-2646
Website: www.c1erk.collier.fl.us
Fax - (239) 775-2755
Email: collierclerklalclerk.collier.fl.us
Page 1 of 1
8)' Il
."~ 7,
r~
Martha S. Vergara
From: Martha S, Vergara
Sent: Thursday. March 01. 2007 9:57 AM
To: 'Iegals@naplesnews,com'
Subject: MUP-2006-AR-1 0052-0dyssey- Treviso Bay Marina
Attachments: MUP-2006-AR-1 0052(1 ).doc
Pam,
On the first ad I sent I have the wrong Chairman on it. Please change it for me here is the correct one.
Thanks
Martha Vergara
BMR Deputy Clerk
732-2646 x 7240
3/1/2007
8 :j,
'H
Martha S. Vergara
From:
Sent:
To:
Subject:
Clerk Postmaster
Thursday. March 01,2007 10:15 AM
Martha S. Vergara
Delivery Status Notification (Relay)
Attachments:
ATT209005.txt; RE: MUP-2006-AR-10052-0dyssey-Treviso Bay Marina
:.~".
.i:..J
r::-:-i1
C::j
AIT209005.txt
(225 B)
RE:
006-AR-10052-0dy'
This is an automatically generated Delivery Status Notification.
Your message has been successfully relayed to the following recipients, but the requested
delivery status notifications may not be generated by the destination.
paperrell@naplesnews.com
1
SA
Martha S. Vergara
From:
Sent:
To:
Subject:
System Administrator [postmaster@naplesnews,coml
Thursday, March 01, 2007 10:15 AM
Martha S, Vergara
Delivered: RE: MUP-2006-AR-10052-0dyssey-Treviso Bay Marina
Attachments:
RE: MUP-2006-AR-10052-0dyssey-Treviso Bay Marina
B
RE:
006-AR-10052-0dy'
<<RE: MUP-2006~AR-I0052-0dyssey-Treviso Bay Marina>> Your message
To,
Subject,
Sent:
Perrell, Pam
RE, MUP-2006-AR-10052-0dyssey-Treviso Bay Marina
Thu, 1 Mar 2007 10,15,16 -0500
was delivered to the following recipient(s):
Perrell, Pam on Thu, 1 Mar 2007 10,15,26 -0500
Page 1 of 1
Martha S. Vergara
From: Perrell. Pam [paperrell@naplesnews.com]
Sent: Thursday. March 01,2007 10:17 AM
To: Martha S. Vergara
Subject: RE: MUP-2006-AR-10052 Odyssey- Treviso Bay Marina
OK (Chairman name changed)
From: Martha S. Vergara [mailto:Martha.Vergara@c1erk.collierJl.us]
Sent: Thursday, March 01, 20079:32 AM
To: legals@naplesnews.com
Subject: MUP-2006-AR-l0052 Odyssey-Treviso Bay Marina
Hey Pam,
Here is an ad for you,
Thanks,
Martha Vergara
Deputy Clerk - BMR
239-732-2646 ex!. 7240
Under Florida Law, e-mail addresses are public records. If you do not want your e-mail address released in response to a
public records request, do not send electronic mail to this entity. Instead, contact this office by telephone or in writing.
3/1/2007
.if")
c
Martha S. Vergara
From:
Sent:
To:
Subject:
ClerkPostmaster
Thursday, March 01, 2007 9:32 AM
Martha S. Vergara
Delivery Status Notification (Relay)
Attachments:
ATT207995.txt; MUP-2006-AR-10052 Odyssey-Treviso Bay Marina
~
~
f:::-71
L.:::.J
ATT207995.txt
(231 B)
MUP-2006-AR-lO05
20dyssey-Trev...
This is an automatically generated Delivery Status Notification.
Your message has been successfully relayed to the following recipients, but the requested
delivery status notifications may not be generated by the destination.
legals@naplesnews.com
1
Martha S. Vergara
8A
From:
Sent:
To:
Subject:
System Administrator [postmaster@naplesnews.com]
Thursday. March 01. 2007 9:32 AM
Martha S. Vergara
Delivered: MUP-2006-AR-10052 Odyssey-Treviso Bay Marina
Attachments:
MUP-2006-AR-10052 Odyssey-Treviso Bay Marina
r::-/l
C::J
MUP-2006-AR-1005
20dyssey-Trev...
<<MUP-2006~AR-l00S2 Odyssey~Treviso Bay Marina>> Your message
To,
Subject,
Sent:
legals@naplesnews.com
MUP-2006~AR-I0052 Odyssey-Treviso Bay Marina
Thu, 1 Mar 2007 09,31,55 -0500
was delivered to the following recipient(s}:
legals, NDN on Thu, 1 Mar 2007 09,32,03 -0500
1
Naples Daily News
Naples, FL 34102
Affidavit of Publication
Naples Daily News
-------------------~~-----------------------------+--------------------~~--
BOARD OF COUNTY COMMISSIONERS
CHERI LEFARA
PO BOX 413016
NAPLES FL 34101-3016
REFERENCE: 001230
59365950
113138312649110
MUP-2006-AR-I0052NOT
State of Florida
County of Collier
Before the undersigned authority, personally
appeared B. Lamb, who on oath says that she serves
as Assistant Corporate Secretary of the Naples
Daily News, a daily newspaper published at Naples,
in Collier County, Florida: that the attached
copy of advertising was published in said
newspaper on dates listed.
Affiant further says that the said Naples Daily
News is a newspaper published at Naples, in said
Collier County, Florida, and that the said
newsl?apeI: haB heretofore been continuously
pub11shed in said Collier County, Florida, each
day and has been entered as second class mail
matter at the post office in Naples, in said
Collier County, Florida, for a period of 1 year
next preceding the first publication of the
attached copy of advertisement; and affiant
further says that she has neither paid nor
promised any person, firm or corporation any
discount, rebate, commission or refund for the
purpose of securing this advertisement for
publication in the said newspaper.
PUBLISHED ON: 03/11 03/11
AD SPACE: 114.000 INCH
FILED ON: 03/12/07
------------------------------~---------------+------------------------
Signature of Affiant ~~.
,
Sworn to and Subscribed before me
this~ day Of~\() At' L 20-'")~
.:> : OA L\
Personally known by me
',n;
-BA-
On8 I IEIIIIS
.I'km_
-_10052
NOTICE OF
PUBLIC HEARING
Notice Is hereby given
that the Board of County
Commissioners of Col.
lI~rllc(:O~!!. will hold a
~uu nwcanna on Tuel-
tdhlY; "'B arch 27. 2007.1. In
e oardroom. "rd
Floor, Administration
Building. Collier County
Government Center
3301. bit Tam/ami Trail;
Naplet. Florldll.~ Ill....
~~.Wlll "!'F
\,<.
The Board will consider'
Petition t.tUP.2006.AR.
10052,- VK Holdings Tre-
vlso Illly Marina. L~~.l
represented by C. MIm
Joyner. P.A. ArctIltocle
Q":Elts a MIX:I'd'",' .
Pro for TreY" '.'
M na.Thepro' 'co;;.:'
sisti 01 a total .area ot
G4,293 squ....feet, With
.2 units and 19107 non.
re$ldentJal~
currentlY 0
BMUO (Bay.
Use Overlay
Neighborhood C0mmer-
cial). The subJect .-
crty Is lo..ted .c' ,fie
~70 1aY:lhore DrlVebn.
.,eW.ildeor_
tlietweenLaktvrew. ,
IIlverdew. In SectIOn 14-
=~._21;
~OTE: All.. P:t-rson.'
wishing to IPOCk on ""y
_ltem__
le' wIlt1the l;O!II!fY Ad"
IlllnJatrator J>'1oJ:. toj.\Wt.
_n of "'"'_.
Item to be '_Cd.
individual .$P8UtI'I.' witt
be 1Ii'nfttd to 5ri$'lUtu
f.~~_Vfo
S:ptak on be~. Gfan
_....~ls
enco~d. I.' . .
nlUd bY.. the ChI f,. .
spokes,persol'! JUt a
lJl'O~p or, organlDtJon
_be tIIottidlD mill.
_'.;~~"~-+ o~ln
19
. e n
," t~d
~~.' A~..'or.. 3
we ' 'lll.lfIt..
I .' cn""~
n., .....
terti": d to be
CO~Boan:l'1
.to
or IOV'
en :. to ,th_
g" .' . ~I ....
tlo. et~
wUI become.~rf"
nefttpart of the
Any perton who 'decld'.
es to ~ . dectsJon
of the_~ will neid..
'ecor.d..~h eProceed-
Ing. . 11:,"" thereto
an(I' __
$"re '. Verb.;
tll"l\.. CO.td ol.the pro~
.~Wfllch
[f,a~.,..'~
up.rcr. '..,..,
ISt,;'.- '_::~::~::-,: '. ,,,,,,::
~8~1II1NTYc
COt-LIE,. . 'UNTYi
F~~DA
~~_COLETTA, CHI/IR-
DW:IGHT E. BROCK,
CLIlIlK
By:. Martha vergara,
De_ Clerk
(SEAL)
Mar. 11 No. 1531627
NAPLES DAILY NEWS
Published Dail\
Naples, FL 3~ I 02
Affidavit of Publication
State of Florida
County of Collier
Before the undersigned they serve as the authority, personally
appeared R Lamb, who on oath says thai they
serve as the Assistant Corporate Secretary of the Naples Daily,
a daily newspaper published at Naples, in Collier County,
Flonda: distributed in Collier and Lee counties of Florida: that
the attached COpy. of the ad\crtising, being a
PUBLIC NOTICE
in the matter of PUBLIC NOTICE
was published in said newspaper I time in the issue
on March 11'''2007
Alliant further says that the said \:aples Daily 't\cws is a newspaper
published at Narks. in said Collier County, Florida, and that the said
newspaper has heretofore heen continuously published in said Collier
County, Florida; distributed in Collier and Lee counti.:s of Florida,
each day and has been entered as sc(.:ond class mail matter at the post
office ill :\aples, in said Collier County. Florida. for a period of ]
year nc:\1. prcc<.:ding the first publication orthe attached copy of
advertisement and aHiant further sa:-s that he has neither paid nor
promised any person, lirm ~)r .:orpuratiull <lilY di~eoullt, rehate,
commission or refund ror lhe pllrp()~C or securing this advertisement Elf
publ;,"'"", ;" '~:F "":';1'
( Signature' of affiant)
Sworn to and subscribed before me
This 11th of March 2007
~~O,f\
(Signature of notary public)
'i',l.;'" ,\ i(~"'
, ~
FEI59-2578327
8 ll,
5~
0110 alIUl'
. ,"
-B~
N OF
pueuc INO
Notice I. h_y given
th_ the 8Oar!l of c:ounty
:Commltslon.rs .jif Col.
~Ier County will ld a
publleheaHnIl on ues.
:tIay, March l7,.2007~ In
:the Boardroom, rd
Flo.or, Adntlnlltrat on
8ulldlng.ColUer COunty
GOVernmAt, Center"
3301 1aJt. Tam&amITrall.
~a.I... Flort<!!...J~',
meeting will 'Pr .
9:00 A.M; "'~'f>il
The loanl will eonsl~er
PetltlonM",P.2006~AR-
1_. VK _. Tre'
"flc Bay. ,.,.rlfta, L.1:iz.
,..,_byC.M...
JDYIlO!.P.A._""
QUests a,Mt"d~u.e
or_ lor Trev, ,1lII>
Marl... __
ststs ofa tatararea ~
",293~~,..""
'2 units anti 19 T~~Is'
residential sq. .. u..
currentlY zorttd (:.4
eMut>
Ut. OV-f!rtay:
Nelghb_ ~.
"'all. The .UbIIC:t ......
.rt~11 roc.t~'.". ,n,tlt\e
~ w~~[,1.t.,';~
between UkctV; eoN 1t
RlveMew. In ,
'1'ownStl!P- SO. RAftae 25.
comer~IFkli1aa.
NOT&.: .AH ,p",'on5
~=.,/&,,~on..:rl
lerwllh....CO\I!ItYAd.
mI_pljQrto pre.
._on of ...._d.
It.rrlto...~fti
bnedl~=to,S'~s
on ~ iIIIl\- 'Ii. ..lee.
tlon of Mind I ,a to
speak on: ben .Vf; an
'o~or_.. ,IS
en.Oij~' If....,..
nlzec:t. bY',the C:hak, a
$~Ok.e'~.'~IOt.~ a
groUll or. Of .u :Ion
, '. ,tomtn-
:M,.,/cur an
~..a \~
e 1"
pack,
satd
ol3
. reo
~
't.~~'
to
~
t.b the
IJI.ma'
tloM .~
wlU b.C. omta '~,rm.-'
..rtparlof....reeord.
A"~..P.1'IO". wlI.0 decid-
e, ......L. decision
Q ~.wlll.needa
sr. if .'n~$~
to ensure' a ~erba'
a1~~-
, :., . ~' ,,,~,: :.'.
:';. ,..,':"
~I~:E
DWH1HTE. BROCK.
C1,$I\
~:. '~~. Vergara.
~ No. 1531627
MEMORANDUM
Date:
May 10, 2007
To:
Carolina Valera, CDES
Principal Planner
From:
Martha Vergara, Deputy Clerk
Minutes & Records Department
Re:
Resolution 2007-73
Enclosed please find one copy of the document, as referenced above, (Agenda
Item #8A), adopted by the Board of County Commissioners on March 27,
2007.
If you should have any questions, please call 732-2646 x 7240.
Thank you.
Enclosure
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLt ,N
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO ' '"-,
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print on pink paper. Altat.:h to original document ()riginal documents <;hould he hand delivered 10 the Hoard (>ffire. rile ..:nmplctcd routing slip and original
documents are 10 be II.Jrwardcd 10 the Board OHlcc only afkr the Board has taken action on the item.)
ROUTING SLIP
Complete routing lines #1 through #4 as appropriate for additional signatures, dates, and/or information needed. If the document is already complete with the
~.
ex.......::.tion of the Chairman's Si";;Ah're, draw a line throuot routin..lines #1 throuoh #4, comnlete the checklist, and forward to Sue Filson line #5).
Route to Addressee(s) Office Initials Date
(List in routing order)
~ ~ ~ }}L~ ~/o7
2.
3.
4.
5. Sue Filson, Executive Manager Board of County Commissioners
6. Minutes and Records Clerk of Court's Office
(The primary contact is the holder of the original document pending Bee approval. Nnrmally the primary contact is the person who created/prepared the executive
summary. Primary contact information is nceded in the event one of the addressees above. including Sue Filson, need to contact staff for additional or missing
information. AU original docwnents needing the Bee Chairman's signature are to be delivered to the Bee oflicc only after the Bee has acted to approve the
item.)
Name of Primary Staff
Contact
Agenda Date Item was March 27, 2007
A roved b the BCC
Type of Document
Attached
PRIMARY CONT ACT INFORMATION
Carolina Valera, Principal Planner
Phone Number
774-8498
8A
..
I
Agenda Item Number
Resolution (1) and Exhibits (3)
2aJ7-
7.
Number of Original
Documents Attached
Yes
(Initial)
N/ A (Not
A licable
1.
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark "N/ A" in the Not Applicable column, whichever is
a ro riate.
Original document has hecn signed/initialed for legal sufficiency. (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office of the County Attorney. This includes signature pages from ordinances,
resolutions, etc. signed by the County Attorney's Office and signature pages from
contracts, agreements, etc. that have heen fully executed by all parties except the BCC
Chairman and Clerk to the Board and ossibl State Officials.
All handwritten strike-through and revisions have been initialed by the County Attorney's
Office and all other arties exce t the BCC Chairman and the Clerk to the Board
The Chairman's signature line date has been entered as the date ofBCC approval of the
document or the final ne otiated contract date whichever is a licable.
"Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
si nature and initials are re uircd.
In most cases (some contracts are an exception), the original document and this routing slip
should be provided to Sue Filson in the BCC office within 24 hours ofBCC approval.
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the BCC's actions are nullified. Be aware of our deadlines!
The document was approved by the BCC on 03/27/07 and all changes made during
the meeting bave been incorporated in the attached document. The County Attorney's
Office has reviewed the chan es, if a licable.
c.v.
a.v.
c..II.
1: Fonns! County Forms! BCC Fonnsl Original Documents Routing Slip WWS Original 9.03.04, Revised 1.26.05, Revised 2.24.05
2.
3.
4.
5.
6.
l (": r'
" 0 "
f "
.. ,
, , ,
RESOLUTION NO. 07-...23-
A RESOLUTION OF THE COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
DESIGNATING THE ODYSSEY - TREVISO BAY
MARINA AS A MIXED USE PROJECT (MUP) IN
THE BA YSHORE DRIVE MIXED USE ZONING
OVERLAY DISTRICT, WATERFRONT SUB-
DISTRICT (BMUD-W) AND RESIDENTIAL 2 SUB-
DISTRICT (BMUD-R2), COMPRISING l.S9:t
ACRES PURSUANT TO LAND DEVELOPMENT
CODE SECTION 2.03.07 1.3.; PROVIDING FOR
DESIGNATION AS "MUP," AND COMPRISING 2
RESIDENTIAL DWELLING UNITS AND 19,607
SQUARE FEET OF PERMITTED COMMERCIAL
USES; AND PROVIDING FOR CONCEPTUAL
SITE PLAN APPROVAL, FOR PARCELS
LOCATED ON THE WEST SIDE OF BAY SHORE
DRIVE BETWEEN RIVERVIEW AND LAKEVIEW
DRIVE.
WHEREAS, VK Holdings Treviso Bay Marina, LLC (herein referred to as "Owner")
owns eight lots comprising approximately 1.59 :i: acres, described below, that are located within
the boundaries of the Bayshore Mixed Use Overlay District ("BMUD") and within the
Waterfront Sub-district (BMUD-W) and Residential 2 Sub-district (BMUD-R2), all comprising a
portion of the Bayshore-Gateway Community Redevelopment Area (CRA), located in Collier
County, Florida at the west of Bayshore Drive between Riverview and Lakeview Drive; and
WHEREAS, Owner, through its agent, Matt Joyner, P.A Architects, in accordance with
Section 2.03.07. 1.3., of the Collier County Land Development Code ("LDC") has petitioned the
Collier County Board of County Commissioners ("Board") pursuant to Petition Number MUP-
2006-AR-I0052, for approval of a Mixed Use Project ("MUP") in the Bayshore Drive Mixed
Use Overlay District, proposing 2 residential units and 19,607 square feet of commercial floor
area for the subject lands to be known as The Odyssey - Treviso Bay Marina; and
WHEREAS, Owner has timely submitted a sufficient MUP Application ("Application")
for The Odyssey - Treviso Bay Marina MUP plan for the lands described below; and
WHEREAS, Collier County Staff has reviewed the Application, including a Conceptual
Site Plan demonstrating compliance with LDC Section 10.03.05.G., along with support
documentation and information required by LDC Section 2.03.07. 1.3., and determined that the
Application and Conceptual Site Plan are sufficient; and
WHEREAS, the Board has determined that the LDC notice and neighborhood
information meeting (NIM) requirements applicable to the Application set forth in Section
1O.03.05.G., have been complied with; and that The Odyssey - Treviso Bay Marina MUP has
been recommended for approval by the Bayshore-Gateway CRA Advisory Board.
Page 1 of 2
'II
8jJ.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMISSIONERS OF COLLIER COUNTY, FLORIDA that:
1.
The foregoing WHEREAS clauses are hereby adopted as if set forth fully herein.
2.
The lands described in attached Exhibit "A," consisting of approximately 1.59 2:
acres are hereby designated as a Mixed Use Project ("MUP"), and be officially
designated as "MUP" on the Official Zoning Atlas Map, subject to the Conceptual
Site Plan attached as Exhibit "B," and subject to compliance with the
requirements ofLDC Section 2.03.07. L 3. d., i. through iv.
3.
The Conceptual Site Plan for The Odyssey - Treviso Bay Marina MUP attached
hereto as Exhibit "B" is hereby approved and subject to the conditions set forth in
Exhibit "C," attached hereto and incorporated herein by reference.
4.
Once the property owner, through the MUP approval process, commences
construction of the proposed development project under the provisions of the
Mixed Use Sub-district, those lands shall only be developed in compliance with
all provisions of the BMUD Overlay and shall not revert back to the underlying
zoning district.
BE IT RESOLVED that this Resolution relating to Petition Number MUP-2006 AR-
10052 be recorded in the minutes of this Board.
THIS RESOLUTION ADOPTED this ~ 1 day of ~.Av
after a Motion, second, and majority vote.
, 2007,
ATTEST> DWldHT .E. BROCK
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
.._~ .' f .
'.
~,
:j:::~~]",k
Approved as to fonn and
legal sufficiency:
By:
~~
J ES N. COLETTA, AIRMAN
~OA'L 0dJ. ~-~
Mmjor' M. Student-Stirling
Assistant County Attorney
Itemtf.
~4
Page 2 of 2
6~~::'a~/21/~
[};t'~5'1
R".,,' "1
,~,vd .. _
7;u~~~
8A
Exldblt" A"
Legal DercriptlOD of the Marlwi Property
ParcclA
Lob 27 and 28. Block 4 and Lob 1 and 2. Block S. GuIf'ShOm. I\Wl"ding to 1he plat thereof. =dcd in Plat Book
4, page SO. Public R.oconls of Collier County, Florida.. .
Parcel B
Lots 3111d4, Block S. OuIfShores, accobliug lo1hcplat dImo( recorded in Plat Book 4, page SO. Public Rcconls
of Collier County. Florida.
ParcelC
Lot 25. Block 4. GuIf'Sboros, ICCOl"ding to 1he plat tbezeo1; recorded in Plat Book 4. page SO. Public Rcconls of
Collier County. Florida., .
ParcclD
Lot 26. B1oc1c4. Gulf Shores, aecordlogto 1heplat~ mx>rdcd in Plat Book 4, page SO.Pub1icRcconls of
Collier County. Florida.,
.
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CONDITIONS OF APPROVAL
MUP-2006-AR-10052
I. The residential units must be constructed prior or concurrently with the commercial use.
2. The hours of operation of the marina and the proposed meeting space are restricted to the
following: from 7:00 a.m. to 7:00 p.m. The retail spaces proposed at the northeast corner
and the southeast corner of the building as well as the Club Facility are excluded from the
restriction in the hours of operation.
3. The marina is restricted to a maximum of 135 boat slips.
4. Vessels in the marina are restricted to a maximum of 35 feet in length.
Exhibit "c"
~~
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP 9 A
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print on pink paper. Attach to original document. Original documents should be hand ddivcred to the Board Oflice. The completed routing slip and original
documents are to be forwarded to the Board Office only after the 130ard has taken action on the item)
ROUTING SLIP
Complete routing lines # I through #4 as appropriate tilT additional signatures, dates, and/or information needed. If the document is already complete with the
excention of the Chairman's si~!Oature, draw a line through routine. lines #1 throue.h #4, comolete the checklist, and forward to Sue Filson line#5).
Route to Addressee(s) Office Initials Date
(List in routine. order)
1.
2.
3.
4.
5. Sue Filson, Executive Manager Board of County Commissioners
6. Minutes and Records Clerk of Court's Office
PRIMARY CONT ACT INFORMATION
(The primary contact is the holder of the original document pending Bee approval. Normally the primary contact is the person who created/prepared the executive
summary, Primary contact information is needed in the event one of the addressees above, induding Sue Filson, need to contact staff for additional or missing
information, All original documents needing lhc BCC Chairman's signature are to be delivercd to the BCC office only after thc BeC has actcd to approve the
item)
Name of Primary Staff Kay Nell, CLA Phone Number Extension 8400
Contact Collier County Attornev's Office
Agenda Date Item was March 27, 2007 Agenda Item Number 9A
Aooroved bv the BCC
Type of Document Resolution Number of Original 1
Attached Documents Attached
L
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark "N/ A" in the Not Applicable column, whichever is
a ro riate.
Original document has been signed/initialed for legal sufficiency. (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office of the County Attorney, This includes signature pages from ordinances.
resolutions, etc. signed by the County Attorney's Office and signature pages trom
contracts, agreements. etc. that have been fully cxecuted by all parties except the BCC
Chairman and Clerk to the Board and ossibl State Officials.)
All handwritten strike-through and rcvisions have been initialed by the County Attorney's
Office and all other arties exce t the Bce Chairman and the Clerk to the Board
The Chairman's signature line date has been entered as the date ofBCC approval of the
document or the tinal ne otiated contract date whichever is a licable.
"Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
si nature and initials are rc uired.
In most cases (some contracts are an exception), the original document and this routing slip
should be provided to Sue Filson in the BCC office within 24 hours of BCC approvaL
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the BeC's actions are nullified. Be aware of our deadlines!
The document was approved by the BCe on (enter date) and all changes
made during the meeting have been incorporated in the attached document. The
Count Attorne 's Office has reviewed the chao es, if a licable.
Yes
(Initial)
N/A(Not
A licable)
2.
3,
4,
5.
6,
rQ0
N/A
iln
o
I: Forms/ County Forms/ Bee Forms! Original Documents Routing Slip WWS Original 9.03.04, Reviscd 1.26.05, Revised 2.24.05
,-:'
RESOLUTION NO. 2007-72
'1 h
A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS
OF COLLIER COUNTY TO APPOINT MEMBERS TO THE PELICAN
BAY SERVICES DIVISION BOARD.
WHEREAS, Collier County Ordinance No. 2002-27, as amended, established the
Pelican Bay Services Division Board and provides that the Committee shall consist of
nine (9) members with a residential interest within the Unit and two (2) members with
commercial/business or other interests who are residents of Collier County; and
WHEREAS, members of the Pelican Bay Service Division Board are selected by
ballot from the residents of the Unit.
WHEREAS, the are currently vacancies on this Board for the residential category;
and
WHEREAS, mail-in ballots were counted and a list was prepared of the election
results by the office of the Clerk of the Circuit Court.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA, that:
1. Theodore J. Raia, Resident, is hereby appointed to the Pelican Bay Services
Division Board for a 4 year term, said term to expire on March 31, 2011.
2. John Iaizzo, Resident, is hereby appointed to the Pelican Bay Services Division
Board for a 4 year term, said term to expire on March 31, 2011.
3. Michael levy, Resident, is hereby appointed to the Pelican Bay Services Division
Board for a 4 year term, said term to expire on March 31, 2011.
This Resolution adopted after motion, second and unanimous vote.
DATED: March 27, 2007
ATTEST:
, 'il ~
DWIG,HT E. e~@~c~, Clerk
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
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Atudt A9~~i':
11illitlri . ~r".
By'JA~at
Approved as to form and
legal sufficiency:
,
iPfLtuJ ~ dp-'tI
D1lVid C. Weigel
County Attorney
lOA
DOCUMENT NOT RECEIVED IN
THE CLERK TO THE BOARD OFFICE
AS OF MARCH 27, 2008.
lOB
DOCUMENT NOT RECEIVED IN
THE CLERK TO THE BOARD OFFICE
AS OF MARCH 27, 2008.
IOC
DOCUMENT NOT RECEIVED IN
THE CLERK TO THE BOARD OFFICE
AS OF MARCH 27, 2008.
--..--- ----.----.-
Ion
DOCUMENT NOT RECEIVED IN
THE CLERK TO THE BOARD OFFICE
AS OF MARCH 27, 2008.
IOE
DOCUMENT NOT RECEIVED IN
THE CLERK TO THE BOARD OFFICE
AS OF MARCH 27, 2008.
Page 1 of 1
j. OF
Martha S. Vergara
----------.-----...-.-----..--.----
From: BoschRobert [RobertBosch@colliergov.net]
Sent: Monday, April 02, 2007 1 :25 PM
To: Martha S. Vergara
Cc: HubbardJacqueline; Martinez, Rosa
Subject: RE: Item #1 OF from March 27th BCC Meeting (BCC vs. Dwight E. Brock)
Ms. Vergara,
Further to Attorney Jacqueline Hubbard and my telephone conversation with you earlier this afternoon, it is
confirmed that the documents to which you refer in your email below are not back-up material to the referenced
agenda item, and should not be scanned with the back-up material for said item.
Please don't hesitate to contact me if you have any further questions or concerns.
Sincerely,
Robert M. Bosch, Paralegal to
Jacqueline Williams Hubbard,
Assistant County Attorney
3301 East Tamiami Trail
Naples, FL 34112
Tel.: (239) 774-8400
Fax: (239) 774-0225
From: Martha S. Vergara [mailto:Martha.Vergara@c1erk.collier.fl.usj
Sent: Monday, April 02, 2007 10:32 AM
To: BoschRobert
Subject: Item # 10F from March 27th Bee Meeting (Bee vs. Dwight E. Brock)
Mr. Bosch,
I have received the Memo, Letter and Courtesy Draft Copy of Item #10F from the March 27, 2007 BCC Meeting;
regarding the Collier Coun~Qllrd otcouQ)y commi.ssiollers' COmplainUor De~J.aratorv .Judqm~nt and Qther
Relief, from the Board Office for backup documentation. The Draft doesn't include exhibits 1-7 as mentioned in
the Courtesy Draft Copy. If you would like them to be a part of the backup documentation please forward (2) two
copies; (1) one to the Board Office and (1) one to the BMR (Boards Minutes & Records) so that the document can
be complete when scanned.
Thanks
Martha Vergara
Deputy Clerk - BMR
239-732-2646 ex!. 7240
Under Florida Law, e-mail addresses are public records. Jfyou do not want your e-mail address released in response to a
public records request, do not send electronic mail to this entity. Instead, contact this office by telephone or in writing.
4/2/2007
lOF
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OFFICE OF THE COUNTY ATTORNEY
INTEROFFICE MEMORANDUM
DATE:
March 30, 2007
TO:
Commissioner Jim Coletta, Chairman- District 5
Commissioner Tom Henning, Vice-Chair- District 3
Commissioner Frank Halas, . District 2
Commissioner Donna Fiala, District 1 vi'
Commissioner Fred W. Coyle, District 4
THROUGH: David C. Weigel, County Attorney~~
FROM:
Robert Bosch, Legal Assistant to
Jacqueline Williams Hubbard, Assistant County Attorney ~
RE: Letter to Dwight E. Brock Transmitting Complaint
Seeking Declaratory Relief
Attached are copies of the letter that was hand-delivered today to Mr. Brock's office pursuant to
your request.
Thank you.
cc: David C. Weigel, County Attorney
James V. Mudd, County Manager
04-941-CN3149
,
/
Penna Fiala
District 1
Fl1Il1k Halas
DIslllcl2
Torn H..n1ng
Dlatrlct3
FradW- CoyIa
District 4
Jlrn~
Dlatrlct5
I
\
PJ3rxwdo/~~ ~~ ~~
3301 East Tarnlarnl Trail- NflPI...Fiorlda 34112 - 4977
(239) 774--8097 . Fax (239) 77+3802
Via Hand Delivery
"1..
.
March 30, 'lJXJ7
':':':J
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Dwight E. Brock
Clerk of Courts
Collier County Courthouse- S" Floor
3301 East Tamiami Trail
Naples, Florida 34112
Dear Mr. Brock:
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Re: FILING OF COMPLAINT l:PJ;;K!NG DECLARATORY RP.T IEF
---I
en
As directed by the Board at the Board of CoU1lty Collllllissioner's meeting of Marcb 27, 'lJXJ7,
attaebed. for your review, is a copy of a draft complaiJ)t by the Collier County Board of County
Commissioners seeking a declaration from the Circuit Court as to whether the Clerk of Courts for
Collier County is a fee or a budget-officer. Th~ County's intention is to seek a quick resolution of
this matter. To that end, this correspondence is written to elicit your support in a joint effort to
seek an expeditious reply from the Court. .
Please review the complaint and inform us by 5 p.rn. Wednesday. April 4. 2007. whether your
office will agree to the facts asserted in the complaint, agree there is a pending dispute that needs
to be resolved. admit that we disagree on the issue. and that you will join the County in seeking a
de5niti ve answer in time for the issuance of the County' s '1007 management representation
letters. It is anticipated if you do so agree, the parties can seek. summary judgment on the issue
from the Court on the stipulated facts as alleged in the complaint.
Please also inform us whether, even if we cannot agree. you will accept service of the complaint
without the use of a process server.
Your cooperation in this matter is appreciated.
im Cbainnan
Comml/lsioner.Pistrict 5
iimcoletta@coniergov.nel
IC: TV
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.....-..
THE CIRCUIT COURT OF THE TWENTIETH JUDICIAL CIRCUIT
IN AND FOR COLLIER COUNTY, FLORIDA
,
f
BOARD OF COUNTY COMMISSIONERS
OF COLLIER COUNTY, FLORIDA
on behalf of COLLIER COUNTY,
a Political Subdivision of the State of
Florida,
~, COURTESY COpy
'~'i
DRAFT
Plaintiff,
CASE NO. 07-
-CA
vs.
DWIGHT E. BROCK, CLERK OF TI-IE
CIRCUIT COURT OF COLLIER COUNTY.
FLORIDA,
Defendant.
/
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS'
COMPLAINT FOR DECLARATORY JUDGMENT AND OTHER RELIEF
JURISDICTION
1. This action is filed on behalf of the Board of County Commissioners of Collier
County, Florida, (hereinafter "Collier County" or "Board"). Jurisdiction is vested in the
Twentieth Judicial Circuit Court of Collier COWlty pursuant to Article V, gS(b), of the Florida
Constitution and Florida Statutes, g86.011.
2. This is an action for declaratory judgment and other relief filed pursuant to
Florida Statutes, Chapter 86, to determine the status of the Clerk as either a "budget officer" or a
"fee officer."
F ..1iti.
.
"~
VENUE
3. Venue is proper in Collier County, Florida, where the offices of both the Plaintiff
and Defendant are located.
STATUS OF THE PARTIES
4. Collier County is, and has been at all times pertinent to this proceeding, a political
subdivision ofthe State of Florida, with its principal offices in Naples, Collier County, Florida.
5. Pursuant to Article VIII, gl(e) and Article VIII, gl(t) of the Florida Constitution,
the Board of County Commissioners is the governing body of Collier County and has such
power of self-government as is provided by general or special law. In addition, the Board of
County Commissioners has the obligation to receive, manage and disburse taxpayer funds for the
benefit of the citizens of Collier County.
6. Defendant, Dwight E. Brock, (hereinafter "Clerk"), is a citizen of the State of
Florida; a resident of Collier County, Florida; the Clerk of the Circuit Court of Collier County,
Florida, and has duties to the Board of County Commissioners pursuant to Article VIII, 91, and
duties as Clerk of Court pursuant to Article V, 916, of the Florida Constitution. This action
pertains solely to the non-court related functions of the Clerk of Courts.
THE DISPUTE
7. Under Florida Law, Clerks of Court may function as either fee officers or budget
officers.
8. The Plaintiff, Collier County, contends that, in performing his duties to the Board
of County Commissioners pursuant to Article VIII, 91, as Clerk to the Board of County
Commissioners, the Clerk serves as a "budget officer" pursuant to 9145.022(1), Florida Statutes.
That statute provides, inter alia, that "Any board of county commissioners, with the concurrence
2
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of the county official involved, shall by resolution guarantee and appropriate a salary to the
county official, in an amount specified in this chapter, if all fees collected by such official are
turned over to the board of county commissioners."
9. The County has received a legal opinion from its independent counsel, confirming
that the Clerk is a "budget officer" under Florida law. A true and correct copy of that opinion is
attached as Exhibit "I".
1 O. The Clerk has declared that he is a "fee officer", as that status is defined by
9218.31(8), Florida Statutes. A "fee officer" is defined by law as:
...those county officials who are assigned specialized functions within country
government and whose budgets are established independently of the local
governing body, even though said budgets may be reported to the local governing
body or may be composed of funds either generally or specially available to a
local governing authority involved.
11. The Clerk has received a legal opinion from his independent counsel, indicating
that the Clerk is not a "budget officer" under Florida law. A true and correct copy ofthal
opinion is attached as Exhibit "2".
THE BACKGROUND
12. Fla. Stat. 9129.03(2) provides, inter alia, "On or before June 1 of each year...the
clerk of the circuit court subject to a resolution entered into pursuant to s. 145.022(1)... shall...
submit to the board of county commissioners a tentative budget for... the ensuing fiscal year."
13. A clerk that is classified as a budget officer must have his budget approved by the
County Commission and incorporated as part of the County's budget. All fees collected by a
Clerk who is a budget officer must be turned over to the County Commission. See 92 Fla. AGO
92, [attached hereto as Exhibit "3"]; and Alachua v. Powers. 351 So. 2d 32, at pages 41-41, (Fla.
1977), [attached hereto as Exhibit "4"].
3
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14. Fla. Stat. g l29.03(3)(c) requires the County Commission to hold public hearings
to adopt tentative and final budgets for all County departments and budget officers. The
County's public hearings on its budget in 2005 and 2006 adopted the tentative and final budget
of the Clerk.
15 Each year, the Clerk presents a budget request to Collier County, and the Board of
County Commissioners, at the request of the Clerk, appropriates funds to fund the Clerk's salary,
and provides funds needed to operate the office of the Clerk in order to carry out the duties
imposed upon him by Article VIIl, gl of the Florida Constitution.
16. The County funding for the Clerk's operating expenses exceed the non-court
related fees he collects. Compare g145.022(1), Florida Statutes.
17. The Board approved an appropriation budget for the Clerk for personal services,
operating expenses, and capital outlay for fiscal year 2005 - 2006 of seven million, five hundred-
sixty-seven thousand dollars, ($7,567,000.00).
18. The Clerk's actual budget as of September 30, 2006, however, showed total
income of eleven million, eight hundred-thirty-five thousand dollars, ($11,835,00.00); a sum that
is four million, two hundred-sixty-eight thousand dollars, ($4,268,000.00), more than was
authorized by the Board. The Clerk has recognized receipt and retention of taxpayer funds in
excess of eleven million eight hundred-thirty-five thousand dollars, ($11,835,000.00).
19. As of September 30,2006, the Clerk recorded expenditures of taxpayer funds of
ten million, six hundred-ninety-seven thousand, three hundred-eight dollars and ninety- five
cents, ($10,697,308.95); which is three million, one hundred thirty-thousand, three hundred -
eight dollars and ninety-five cents, ($3,130,308.95), more than was authorized by the Board.
4
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20. Fla, Sial. ~ 129.06(1) provides upon final adoption, the budgets so adopted shall
regulate the expenditure of taxpayer funds and the itemized estimates of expenditures shall have
the effect of fixed appropriations and shall not be amended, altered, or exceeded except as
provided in this chapter.
2]. Fla. Sial. ~ 129.06(2) requires a budget officer to have any amendments to his
budget approved by the Board, which is then incorporated as part of the County's budget.
22. Under Fla. Sial. ~ 129.06(2) a budget officer may not utilize surplus fees for
expenditures which are in excess of the aulhorized amounts contained within the budget
approved by lhe Board wilhout obtaining an amendment from lhe Board.
23. As a budget officer, the Clerk is required to remit to the County all fees collected
wilhin seven (7) days of receipt. Compare 9116.01, Florida Slatules.
24. The Clerk made no request to lhe Board for an amendment to his approved budget
in 2006 or 2005.
TIlE NEED FOR A DECLARATION OF RIGHTS
25. Fla. Sial., 99218.32,218.33, and 218.39 require lhe County to issue an annual
audit opinion. Rule 10.554(1)(h) 4 a. b. and c. of the Rules oflhe Florida Auditor General (see
Exhibit "5" attached hereto) require lhe management letter to include:
Matters lhat are not clearly inconsequential, considering both quantitative and qualitative
factors, including the following:
a. Violations oflaws, rules, regulations, and contractual provisions or abuse that
have occurred, or were likely to have occurred, and were discovered within the
scope of lhe audit.
b. Improper or illegal expenditures discovered wilhin the scope of lhe audit lhat may
not materially affect the financial statements.
c. Deficiencies in internal control that are not reportable conditions, including, but
not limited to:
1. Improper or inadequate accounting procedures (e.g., lhe omission
of required disclosures from the annual financial statements).
5
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'l.
2. Failures to properly record financial transactions.
3. Other inaccuracies, shortages, defalcations, and instances of fraud
discovered by, or that come to the attention of, the auditor.
26. On December 1, 2006, the County Manger sent a letter to the County's independent
auditor, KPMG LLP, requesting verification of appropriations and expenditures of taxpayer
funds by the Clerk. [See Composite Exhibit "6" attached hereto].
27. On January 11, 2007, KPMG stated it was uncertain whether the Clerk was a fee officer
or a budget officer; however, it opined there were legal and budgetary ramifications dependent
upon this determination. [See Composite Exhibit "7" attached hereto].
28. Pursuant to Fla. Stats., ~2l8.39 and ~10.557(3) of the Rules of the Auditor Generalfor
Local Governmental Entity Audits, the County's Chief Financial Officer and the County
Manager are to provide annually to the independent certified accountants of the County; KPMG
LLC. "management representation letters" presenting fairly, in all material respects. the
respective financial position of each major fund of the County.
29. The County Manager is unable to ascertain the respective fmancial position of each major
fund of the County nor opine as to the lawful reporting practices of the Clerk, unless the legal
status of the Clerk is determined.
30. This information is necessary in order for the County Manager to issue a management
representation letter to the County's independent auditor, KPMG and warrant that the
information contained in the representation letter is acc.urate.
31. If the Clerk is a budget officer pursuant to statute, it appears that the Clerk has retained
and expended public money in violation of Florida law.
32. Collier County cannot issue an accurate audited financial statement without a declaration
from the Court regarding whether the Clerk is a budget officer or a fee officer under Florida law.
6
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33. It is a justiciable question as to whether the Clerk of Courts is a budget officer or a fee
officer, and therefore, the County has alleged present dispute concerning the rights and status of
the Clerk.
34. Without a ruling from the Court, the collection and expenditure of County funds in
violation of Florida law may continue.
35. There is a bona fide, actual, present, practical need for the declaration sought and the
declaration deals with a present, undisputed state of facts and present a controversy as to the
legal status of the Clerk under applicable Florida law.
36. The Clerk and the Board have actual, present, adverse opinions on the legal issue which
is the subject matter of this Complaint for Declaratory Judgment and Other Relief.
REOUEST FOR REIJ)ili
37. The dispute between Collier County and the Clerk of Courts, concerning the status of the
Clerk as either a budget officer or a fee officer, presents a justiciable issue of law as to which
there are no material disputes offact. Both the County and the Clerk have alleged the existence
of conflicting rights, status, powers and privileges of the Clerk. Without a ruling from this
Court, the collection and expenditure of taxpayer funds may continue in violation of Florida law.
Therefore, there is a bonafide actual present and practical need for a declaration of the status of
the Clerk, as requested in this Complaint, and the parties are in need of a resolution of an issue of
law presented by a present ascertainable state of facts.
WHEREFORE, and by reason of the foregoing, Collier County prays this Honorable
Court will take jurisdiction over this dispute and issue an Order and Judgment:
A. Declaring the Clerk to be a budget officer; and
7
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"
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B. Requiring the Defendant Clerk to seek and receive approval from the Board before
expending any unbudgeted amount in excess of the amount approved by the Board; and
C. Requiring the Defendant Clerk to retroactively seek an amendment of his budget for any
sums expended in excess of the amount approved by the Board for fiscal years 2004-2005,
2005"2006, and 2006-2007; and
D. Requiring the Defendant Clerk to remit to the Board all fees collected within seven (7)
days of receipt; and
E. Awarding costs as this Court deems equitable, including a reasonable attorney's fee; and
F. Ordering such additional, alternative, coercive, subsequent or supplemental relief and
such other and further relief as this Court deems just and proper.
Respectfully submitted:
OFFICE OF THE COUNTY ATTORNEY
3301 East Tamiami Trail, 8th Floor
Naples, Florida 34112
(239) 774-8400 - Telephone
(239) 774-0225 - Facsimile
BY:
Jacqueline Williams Hubbard
Assistant County Attorney
Florida Bar No. 468126
Attorney for Collier County
8
...---..,.......---.. .
_ .__."_..._.....-..._._ m
10
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNA TURE
Print on pink paper. Attach to original document Original documents should be hand delivered to the Board Office. The completed routing slip and original
documents are to be forwarded to the Board Office only after the Board has taken action on the item.)
ROUTING SLIP
Complete routing lines #1 through #4 as appropriate for additional signatures, dales, and/or information needed. If the document is already complete with the
exccntion of the Chairman's sii!nature, draw a line throul!:h routinl!: lines # I through #4, cOffiolete the checklist, and forward to Sue Filson line #5).
Route to Addressee(s) Office Initials Date
(List in routing order)
I.
2.
3.
4. Scott R. Teach. ACA County Attorney 5J?1 04/04/07
5. Sue Filson, Executive Manager Board of County Commissioners
6. Minutes and Records Clerk of Court's Office
7. Scott R. Teach, ACA County Attorney
8. Gerald Kurtz, Principal Project Mgr. Stormwater Manaecment Dent.
PRIMARY CONTACT INFORMATION
(The primary contact is the holder of the original document pending Bee approvaL Normally the primary contact is the person who created/prepared the executive
summary. Primary contact information is needed in the event one of the addressees above, including Sue Filson. need to contact staff for additional or missing
information. All original documents needing the Bee Chairman's signature are to be delivered to the Bee office only after the Bee has acted to approve the
item.)
Name of Primary Staff Scott R. Teach, ACA Phone Number 774-8400
Contact
Agenda Date Item was March 27, 2007 Agenda Item Number lOG
Approved bv the BCC
Type of Document Amendment to October 14,2003 Companion Number of Original Two (2) Originals
Attached Agreement Regarding the Lcly Surface Water Documents Attached * * One (I) Copy
Drainae:c Imnrovements
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark "N! A" in the Not Applicable column, whichever is appropriate.
1.
Original document has been signed/initialed for legal sufficiency. (All documents to be signed by the
Chairman, with the exception of most letters. must be reviewed and signed by the Office of the
County Attorney. This includes signature pages from ordinances, resolutions, etc. signed by the
County Attorney's Office and signature pages from contracts, agreements, etc. that have been fully
executed by all partics except the BCe Chairman and Clerk to the Board and possibly State
Officials.)
All handwritten strike-through and revisions have been initialed by the County Attorney's Office and
all other arties exec t the BCC Chairman and the Clerk to the Board
The Chairman's signature line date has been entered as the date of BCC approval of the document or
the final ne otiated contract datc whichever is a licable.
"Sign here" tabs are placed on the appropriate pages indicating where the Chairman's signature and
initials are re uired.
In most cases (some contracts are an exception), the original document and this routing slip should be
provided to Sue Filson in the BCC office within 24 hours of BCC approval, Some documents are
time sensitive and require forwarding to Tallahassee within a certain time frame or the BCC's actions
are nullified. Be aware of our deadlines!
The document was approved by the BCe on 03/27/07 and aU changes made during the meeting
have been incorporated in the attached document. The County Attorney's Office has reviewed
the chan es, if a licable.
Please return one executed oril:!inal document to Gerald Kurtz, P.E. and one executed ~ to
Scott R. Teach ACA
Yes
(Initial)
SRT
N/A(Not
A Ii cable)
2.
3.
4.
5.
6
7,
N/A
SRT
SRT
N/A
SRT
SRT
I: Forms! County Forms! Bee Forms! Original Documents Routing Slip WWS Original 9.03.04, Revised 1.26.05, Revised 2.24.05
((matter_numbeD)! ((document_number>)
lOG
AMENDMENT TO THE OCTOBER 14, 2003 COMPANION AGREEMENT
REGARDING THE LELY AREA SURFACE WATER DRAINAGE
IMPROVEMENTS
THIS AMENDMENT TO COMPANION AGREEMENT (the "Amendment") is made
and entered into this 27th day of March, 2007, by and between Collier Land Development, Inc., a
Florida corporation (hereinafter referred to as "Developer"), and CDC Land Investments, Inc., a
Florida corporation formerly known as Collier Development Corporation, a Florida corporation
("hereinafter referred to as "CDC"), which, along with their respective successors and assigns,
may be jointly referred to as "CDC/Developer," and the Board of County Commissioners of
Collier County, Florida, as the governing body of Collier County (hereinafter referred to as
"County").
R E C I TAL S:
WHEREAS, the parties entered into a Companion Agreement to the October 22, 2002
Developer Contribution Agreement Regarding the Lely Area Surface Water Drainage
Improvements on October 14, 2003 (the "Companion Agreement"), wherein CDC/Developer
agreed to provide in part certain surface water management improvements in accordance with the
terms,and conditions of PUD Ordinance 86-77, which was approved by Collier County on
November 10, 1986; and
WHEREAS, CDC/Developer is undertaking its obligations in a timely fashion under the
Companion Agreement and is poised to proceed with its further obligations thereunder; and
WHEREAS, both parties desire to fully clarify and resolve various issues concerning
their respective rights, expectations and duties under the Companion Agreement; and
Page 1 of 5
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WHEREAS, numbered paragraph 13 of the Companion Agreement allows for the
amendment or modification of that agreement upon the mutual written consent of the parties or
their successors interest; and
WHEREAS, upon recommendation by the Transportation Administrator and after
reasoned consideration by the Board of Commissioners, the Board finds that this Amendment
enhances the County's stormwater management system and is in the public interest.
WIT N E SSE T H:
NOW, THEREFORE, in consideration of Ten Dollars ($10.00) and other good and
valuable consideration exchanged amongst the parties, and in consideration of the covenants
contained above and herein, and the fact that all of the above recitals are true and correct and
shall be fully incorporated herein and form part of the basis for this Amendment, the parties
agree as follows (additions in bold, deletions in strikethrough):
C)
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1. Page two (2), paragraph four (4) of the Companion Agreement is amended as follows:
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WHEREAS, the County and CDC/Developer acknowledge and agree that the valuation
of the eligible anticipated construction to the County's Lely Project stormwater drainage
improvements will be based upon professional opinions of the total project's estimated probable
costs certified by a professional engineer, which valuation CDC/Developer shall provide to
County prior to the commencement of construction as set forth in Paragraph 4 below. valuatioH
for tile County's budgetary purposes mHat be provided to tile County HO later tllan Marcil 31 st-ef
tile calendar year prior to tile year tllat CDC/Developer breaks ground Hnder Paragrapll 4 belov.'
and CDC/Developer sllall Hpdate tile probable costs estimate and provide it to tile County prior to
commeHcement of construction; and
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2. Page nine (9), paragraph (7)(B) of the Companion Agreement is amended as follows:
Page 2 of 5
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B. CDC/Developer will dedicate land needed for the drainage improvements, and shall
construct, the Avalon School outfall canal and Fern Street Relief System as geographically, and
approximately depicted in Exhibit D, attached hereto and incorporated herein, upon the
commencement of construction of the SabaI Bay Development.
As to the Fern Street
Relief System, CDC Developer agrees to maintain the current positive outfall already in
existence which adequately conveys stormwater flow from Fern Street.
3. Page eight (8), paragraph five (5) of the Companion Agreement is amended to add
paragraph 5(K), as follows:
K. Upon performance of the Companion Agreement and as otherwise provided
herein, County agrees to reimburse CDC/Developer for the conveyances of land in fee
simple in accordance with the summary report of the real property appraisal from Integra
Reality Resources dated February 5, 2004, attached hereto as Exhibit "E." As to the
County's share of the actual costs of the design, permitting, and construction, the County
agrees to the proportionate share calculations rendered by RW A Consulting, Inc. provided
to the County on January 19, 2007, attached hereto as Exhibit "F". The County further
agrees with the current proposed project budget submitted by CDC dated January 19,
2007, attached hereto as Exhibit "G."
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4. Except as set forth in this Amendment, the Companion Agreement shall remain in full
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force and effect. This Amendment shall only be amended or cancelled by mutual written consent
of the parties hereto or by their successors in interest.
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IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed
by their appropriate officials, as ofthe date first above written.
Page 3 of 5
10 ti
Attest: '.: :' c;
DWIGHT~'BR9CK,Clerk
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA,
By: .
Attest I"to Cltel
sl11netur. 0fiiJ''''
By:
lame
Name: \!fV'('~Clk L. Urre-'L
Title:~I'(e f',,-,'<.<;'IO<:N\
By:
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STATE OF FLORIDA
COUNTY OF COLLIER
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() . The foregoing instrument w s acknow~edg:d b~re me this:3 <) day of March, 2007, by
~ Crl"iv..c;c L.. \J rt\?"Lo , as ICiC Q"'~'rJC0, of Collier Land Development, Inc.
He is [7>] personally known to me, or [ ] has produced driver's license no.
~ id~<ifi"";~ ?]< ~ :--0'
~BI;
(SEAL) Name: L'II'I"'. (1'\. Lv~ f"\'~~
(Type or Print)
My Commission Expires: 2/1/0 q
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,,'JII'1h LYNN M. LAFEMINA
t!r~J\. MY COMMISSION # DO 3915.19
\,,\ : j EXPIRES: Febtual'/ 4, 2009
-~'.R1':;n.:"I' BonOtdThNNolafyPiJ:llicUndelWfllefS
Page 4 of 5
10 G
WITNESSES:
CDC LAND INVESTMENTS, INC.
STATE OF FLORIDA
COUNTY OF COLLIER
The foregoing instrument was acknowledged before me this~ay of March, 2007, by
E\...2.A-r.LcAl. v\i Tf\Y" as \l,CK ea.",,,,o,,',.,,- ofCDC Land Investments, Inc. He
is [Xl personally known to me, or [ I has produced driver's license no.
as identification.
(SEAL)
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("fit\ LYNN M. LAFEMINA
'i~:ol MYCOMMISSION'.D0391519
. 'f) EXPIRES, Febtuaiy 4, 2009
~ ;" Bond8cl ThI'u Notary Public UndefwrUers
~RY PU
l '{1'\0 IVI. I cI'et<\,~
(Type or Print) . /
My Commission Expires: ;}/'f IOcr
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Scott . Teach, Assistant County Attorney
Page 5 of 5
Exhibit "E"
fq'4-e. I o~ 4-
COMPLETE APPRAISAL IN A
SUMMARY REpORT
V ACANI LAND
Lely Canal
SW Quadrant ofTamiami Irl & Thomasson Dr
Naples, Collier County, FL 34113
PREPARED FOR:
Patrick L. Utter
Collier Enterprises
3003 Tamiami Trail North
Naples, FL 34103
EFFECTIVE DATE OF THE APPRAISAL:
November 9, 1986 & October 23, 2002
INTEGRA REALTY RESOURCES - SOUTHWEST FLORIDA
File Number: 152.2003-0383
@2003 BY INTEGRA. REAlTY RESOURCES
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February 5, 2004
Patrick LUtter
Collier Enterprises
3003 Tamiami Trail North
Naples, F L 34103
SUBJECT: Market Value Appraisal
Lely Canal
SW Quadrant of Tamiami TII & Thomasson Dr
Naples, Collier County, FL 34113
Integra Southwest Florida File No 152-2003-0383
Dear Mr Utter:
Integra Realty Resomces - Southwest FIOlida is pleased to Ilansmit the sununary repOlt of a
complete appraisal of the referenced property. The pmpose of this appraisal is to develop an
opinion of the rellospective market value of the Fee Simple estate of the property as of
November 9,1986 and October 23, 2002, the effective date of the appraisaL
This repOlt is intended to confOlm to the reporting requu'ements for a summalY appraisal
repOlt set fOlth under Standards Rule 2.2(b) of the Uniform Standards oj Profe;,;,ional
Apprai;,al Practice (USPAP). As such, it presents only summalY discussions of the data,
reasoning, and analyses that are used in the appraisal process. SuppOlting documentation
conceming the data, reasoning, and analyses is retained in our file. The depth of discussion
contained in this repOlt is specific to the needs of the client and the intended use of the
appraisal as noted herein
As of the effective date(s) of appraisal, the parent tract is a vacant, unimproved Ilact of land
containing an area of 1,605.45 acres, zoned for agricultural uses. It is presently known as the
CDC PUD/DRI, and is located at the southwest quadrant of Tamiami Trail (US 41) and
Thomasson Dlive The specific parcels that are subject to this appraisal are 142 acres of
upland, 18.6 acres (15.5 acres of wetland and 3.1 acres of upland), and 139 upland acres of
the Lely Canal; 9.68 upland acres, and 2.52 upland acres of the Lely ManOl Canal; 3.5
upland acres of the Avalon School Outfall; and I 0 upland acre of the Fern Slleet Relief
System. These parcels collectively total 63.4 acres, of which 15.5 acres are wetland.
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Based on the analyses and conclusions in the accompanying report, and subject to the
definitions, assumptions, and limiting conditions expressed herein, it is ow opinion that the
retrospective market values of the Fee Simple estate of the various properties was:
Lely Canal As Of November 9, 1986
14 3 Acres of Upland
186 Acres
3 I Acres of Upland
15 5 Acres of Werland
Lely Manor Canal As Of Novembe, 9, 1986
2.52 Acres of Upland
Avalon School Outfall As Of November 9,1986
3 5 Acres of Upland
Fein Str'eet Relief System As Of Novembe, 9, 1986
LO Acre of Upland
Lely Canal As Of October 23, 2002
139 Acres of Upland
Lely Manor Canal As Of October 23, 2002
9.68 Acres of Upland
$286,000
$62,000
$20,150
$50,400
$70,000
$20,000
$556,000
$387,200
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The preceding value conclusion is subject to the following Extraordimuy Assumptions and
Hypothetical Conditions:
We were not furnished a land swvey for the areas subject to this appraisal, but were
provided land area estimates by the client It is assumed that the land area estimates
are accwate, Integra Realty Resources - Southwest Florida reserves the right to
change oUl value conclusion, if wan anted, upon receipt of any information that could
affect the value conclusion
2 Values are based on two separate effective dates of appraisal: November 9, 1986, and
October 23, 2002 The conclusion of value is based on an analysis as if the subject
parcels are zoned agricultural, regardless of the CUlTent CDC PUD/DRl zoning
designation. These instructions are per the "Companion Agreement" between Collier
Development Corp and the Board of Commissioners of Collier County, a copy of
which is contained in the addenda
If you have any questions or conunents, please contact the undersigned Thank you for the
opportunity to be of service
Respectfully submitted,
INTEGRA REALI y RESOURCES - SOUIHWESI FLORIDA
Timothy P. Brennan
Florida State-Registered Trainee
Real Estate Appraiser RI# 8836
Supervised by
Julian LH. Stokes, MAl, CRE, CCIM
Florida State-Certified General
Real Estate Appraiser RZ# 490
Julian L H Stokes, MAl, CRE, CCIM
Florida State-Certified General
Real Estate Appraiser RZ# 490
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Exhibit "F"
pCj~ I 0 { 2.
SabaI Bay
Water Management Supporting
Calculations & Results for Pro-rated Contribution
Pursuant to Developer Contribution Agreement
Prepared By:
R11' T ,&'NO
/ /, Engineers,
CONS ) '.,TIN G Surveyors & Mappers,
..... "" y Y..L ...1L Plnnneni, & Project Mana&:rc:rs
EB-0007663
6610 Willow Park Drive
Suite 200
Naples, FL 34109
(239) 597-0575
1542 Carson Street
Fort Myers, FL 33901
(239) 278-5224
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Exhibit "G"
pa~ I of- I
LEL Y CANAL PROPOSED BUDGET (Presented on January 19, 2007)
Description of Work
Proposed Budaet
Environmental Services
- Est Environmental. Permit Costs to date*
Civil Engineering
- Est Civil Engineering Permit Costs to date
Excavation
Rock Blasting and Handling **
Water Quality Monitoring
Controlled Burn
Exotics Removal
Plantings
Miscellaneous
Contingencies (Approx 5%)
$ 110,100
$55,500
$ 100,500
$37,700
$3,167,138
$1,000,000
$ 36,000
$ 52,500
$ 294,000
$ 115,000
$ 25,000
$ 250,000
Total Cost Modified Drainage Design
$5,243,438
-$7,980
$5,235,458
Less 3,500 CV Excavation at $2.28/CV
Total Cost LASIP Design
County's Proportionate Share (95.15%)
Less 3,500 cubic yards of excavation
$4,981,538
NOTE: Eighty percent of the total project budget will be spent on Excavation. (Ex.
Grading the canal, building embankments, spreading fill in designated areas, and
creating a spreader lake with a weir, in order to control the water level in the cana!.)
The proposed budget reflects the lesser of two bids for this work..
10 IJ
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DOCUMENT NOT RECEIVED IN
THE CLERK TO THE BOARD OFFICE
AS OF MARCH 27, 2008.
101
DOCUMENT NOT RECEIVED IN
THE CLERK TO THE BOARD OFFICE
AS OF MARCH 27, 2008.
10 J
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print on pink paper. Attacn to original dllcurncnt. Original documents shuuld be hand dclivcn:d 10 the Board Oll'icl,,: The completed routing slip and original documents
arc [0 be forwarded to the Hoard Office only anl"" Ih(; nODal ha~ taken action on [he item.)
ROUTING SLIP
Complete routing lines #1 through #4 as appropriate for additional signatures. dates, and/or information needed. If the document is already complete with the exception
of the Chainnan's si ature, draw a line thrau h routin lines #1 throu h #4, com lete the checklist, and forward to Sue Filson line #5).
Route to Addressee(s) Office Initials Date
List in routin order)
I.
2.
3.
4. Colleen M. Greene
Assistant County Attorney
CMG
03/30/07
5. Sue Filson, Executive Manager
Board of County Commissioners
6. Minutes and Records
Clerk of Court's Office
PRIMARY CONTACT INFORMATION
(The primary contact is the holder of the original document pending Bee approval. Nonnally the primary contact is the person who created/prepared the executive
summary. Primary contact infonnation is needed in the event one of the addrelisees above, including Sue Filson, need to contact staff for additional or missing
information. All original documents needing the BCC Chairman's signature are to be delivered to the BCC office onlv after the BCe has acted to 'lOorove the item.)
Name of Primary Staff Kelsey Ward, Contract Administration Manager, Phone Number 774-8949
Contact Purchasine: Department
Agenda Date Item was March 27,2007 Agenda Item Number 10 J
Approved bv the BCC
Type of Document Attached Contract: 06-3962 "New Divisional Softwarc System for Number of Original Five (5)
Community Development and Environmental Services Documents Attached
CCDES)"
Initial the Yes column or mark "N/A" in the Not Applicable column, whichever is appropriate. Yes N/A(Not
(Initial) ADD Ii cable )
I. Original document has been signed/initialed for legal sufficiency. (All documents to be signed by the CMG
Chainnan, with the exception of most letters, must be reviewed and signed by the Otlice of the County
Attorney. This includes signature pages from ordinances, resolutions, etc. signed by the County Attorney's
Office and signature pages from contracts, agreements, etc. that have been fully executed by all parties except
the BCC Chairman and Clerk to the Board and Dossiblv State Officials.)
2. All handwritten strike-through and revisions have been initialed by the County Attomey's Office CMG
and all other Darties exceDt the BCC Chairman and the Clerk to the Board
3. The Chairman's signature line date has been entered as the date ofBCC approval of the document CMG
or the final negotiated contract date whichever is applicable.
4. "Sign here" tabs are placed on the appropriate pages indicating where the Chairman's signature and CMG
initials are required.
5. In most cases (some contracts are an exception), the original document and this routing slip should CMG
be provided to Sue Filson in the BCC office within 24 hours of BCC approval. Some documents are
time sensitive and require forwarding to Tallahassee within a certain time frame or the BCC's
actions are nullified. Be aware of your deadlines!
6. The document was approved by the BCC on March 27. 2007 and all changes made during the CMG
meeting have been incorporated in the attached document. The County Attorney's Office has
reviewed the chanees, if applicable.
INSTRUCTIONS & CHECKLIST
ITEM NO.:
,," h;~tq1rT~ritECEIVED:
("'I .~ '"TV ^J-'RNE\
,\!JI~ I I ,'-\ I \~, . .
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lu ..;
FILE NO,:
07- PRe.. - 006~g
2JO][~1fi-.R27 Pr14:03
ROUTED TO:
REQUEST FOR LEGAL SERVICES
:3 \~\~D'if
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DO NOT WRITE ABOVE THIS LINE
Date:
March 27, 2007
To:
Office of the County Attorney
Attention: ~Fl Zflel,dT}> Cal/een Gle-eJ.Je...
From:
Kelsey Ward, Contract Administration Manager
Purchasing Department, Extension 8949
Re:
Contract: 06-3962 "New Divisional Software System for
Community Development and Environmental Services (CDES)"
Contractor: Municipal Software Corporation
BACKGROUND OF REQUEST:
ACTION REQUESTED:
This contract was approved by the BCC on March 27, 2006; Agenda
Itern 10.J.
This item has been preYiously reviewed and approved~ R L5
06,- f I<c - {J ()~{J"7 tt-1ALL
Jll11MiIUL cJ1j).A.U~4 L.u--t-1.[
j/!'1t! d_l h tN ('-4111 fAa~ .
Contract review and approval.
OTHER COMMENTS:
Robert, please expedite and forward to BCC for signature after
approval. If there are any questions concerning the document, please contact
me. Purchasing would appreciate notification when the documents exit your
office. Thank you"
cc: Gary Mullee, COES
31,)q/o7-~lr~~-@
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MEMORANDUM
TO: Wayne Fiyalko
Risk Management Department
FROM: Kelsey Ward, Contract Administration Manager
Purchasing Department
DATE: March 27, 2007
RE: Review of Insurance for: 06-3962 "New Divisional Software
System for Community Development and Environmental
Services (CDES)"
Municipal Software Corporation; Contractor
This Contract was approved by the BCC on March 27, 2007; Agenda Item
10.J.
Please review the Insurance Certificates in this Agreement for the
above-referenced contract behind blue tab. If everything is acceptable,
please forward to the County Attorney for further review and approval. Also,
will you advise me when it has been forwarded. Thank you. If you have any
~1(~~tr ;:::Q"e,,;oo 8949 ,'~ ~,,1f
ID U &;<1i. 1:f O/~,~J-. PI p'
U ' tiL . n Atllll . .. /
rJ k:l) , (;,,{, ~...IV' .' r 1,A. ()./~
I...-!U IT j '! f7 .....\.. VAJ C
C tit) . J~ \;L}-i
1. I ;I,''v -r .Ai
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~, , 11j.,~
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,~~~~p '--'~
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dod/kw
cc: Gary Mullee, CDES
Re: Revised contract page
Page 1 io .J
nell_k
From: ward_kelsey
Sent: Thursday, March 29, 2007 12:14 PM
To: nelLk
Subject: FW: Revised contract page
Kay,
Please see below agreement to page swap,
Thanks,
Kelsey
From: Jackson, Woody [mailto:wjackson@MunicipaI50flware.com]
Sent: Thursday, March 29, 2007 11:57 AM
To: ward_kelsey
Subject: Re: Revised contract page
Kelsey,
We're fine with the change,
Woody, Jackson
Please excuse the brevity of my message.
Sent from my BlackBerry Wireless Handheld
-----Original Message-----
From: ward_ kelsey <KelseyWard@colliergov,net>
To: Jackson, Woody <wjackson@MunicipaISoftware.com>
cc: nell_k <KayNell@colliergov.net>
Sent: Thu Mar 29 07:54:50 2007
Subject: Revised contract page
<<Doc3.doc>>
Woody,
I inadvertently omitted our standard indemnification clause, item 24, from the contract when I had sent you the final version
for signature. With your permission, we will swap out this contract page so that the contract can be sent to the Chairman for
signature (it is currently in the County Attorney's office, awaiting your response) I apologize for the oversight
Thanks,
Kelsey
3/29/2007
10 J
nell k
From:
Sent:
To:
Cc:
Subject:
ward_kelsey
Thursday, March 29, 2007 10:55 AM
'Jackson, Woody'
nell_k
Revised contract page
Attachments:
Doc3.doc
Doc3,doc (27 KB)
Woody,
I inadvertently omitted our standard indemnification clause, item 24, from the contract when I had sent you the final version
for signature, With your permission, we will swap out this contract page so that the contract can be sent to the Chairman
for signature (it is currently in the County Attorney's office, awaiting your response) I apologize for the oversight.
Thanks,
Kelsey
1
10 J
Exhibit C: Software License and Support Agreement
Schedule B - Escrow Agreement
Exhibit D: CityView Standard Support - Service Level Agreement
Exhibit E: Application Software Acceptance Testing Criteria
Exhibit F: Key Personnel
Exhibit G: Appendix C - IT Department Standard and Operating Procedures
Exhibit H: CityView Implementation Schedule
20. References. All references to the Vendor shall include all personnel, employees, agents
and sub-Vendors of the Vendor.
2 I. Subiect 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.
22. Immigration Law Compliance: By executing and entering into this agreement, the
Vendor is formally acknowledging without exception or stipulation that it is fully
responsible for complying with the provisions of 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. Failure by the Vendor 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.
23. Offer Extended to Other Governmental Entities: Collier County encourages and agrees to
Vendor extending the terms and conditions of this contract to other governmental entities
at the discretion of the Vendor. These terms and conditions only apply to the Operative
Provisions agreed upon between Collier County and Vendor. Vendor reserves the right
to negotiate contract price, payment milestones and project schedule at its sole discretion
with any other Government Entity that wishes to exercise this offer. Vendor hereby
further agrees that for each entity given written approval by the County to utilize this
option, Vendor shall provide the County a check in the amount of 1,5 percent (1,5 %) of
the total annual purchases made under each entity's contract. Vendor shall be required to
provide yearly documentation of such entities' total annual purchases in a form approved
by the County.
24. Indemnification: To the maximum extent permitted by Florida law, the
ContractorNendor/Consultant shall indemnify and hold hannless 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, to the extent caused by
the negligence, recklessness, or intentionally wrongful conduct of the
ContractorNendor/Consultant or anyone employed or utilized by the
ContractorNendorlConsultant 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,
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Exhibit C: Software License and Support Agreement
Schedule B - Escrow Agreement
Exhibit D: CityView Standard Support ~ Service Level Agreement
Exhibit E: Application Software Acceptance Testing Criteria
Exhibit F: Key PersOllilel
Exhibit G: Appendix C - IT Department Standard and Operating Procedures
Exhibit H: CityView Implementation Schedule
20.
All eferences to the Vendor shall include all personnel, employees, agents and sub-
Yen rs of the Vendor.
21. riation. It is further understood and agreed by and between the parties
agreement is subject to appropriation by the Board of County
22. Com liance: By executing and entering into this agreement, the
acknowledging without exception or stipulation that it is fully
responsible for co lying with the provisions of the Immigration Reform and Control
Act of 1986 as locate at 8 U.S.C. 1324, et seq. and regulations relating thereto, as either
may be amended, Failur by the Vendor to comply with the laws referenced herein shall
constitute a breach of tli' agreement and the County shall have the discretion to
unilaterally terminate this agr ment immediately.
23. Offer Extended to Other Governm tal Entities: Collier County encourages and agrees to
Vendor extending the terms and con itions of this contract to other governmental entities
at the discretion of the Vendor. These terms and conditions only apply to the Operative
Provisions agreed upon between Collier County and Vendor. Vendor reserves the right
to negotiate contract price, payment miles nes and project schedule at its sole discretion
with any other Government Entity that WI es to exercise this offer. Vendor hereby
further agrees that for each entity given writ n approval by the County to utilize this
option, Vendor shall provide the County a chec in the amount of 1.5 percent (1.5 %) of
the total annual purchases made under each entity' contract. Vendor shall be required to
provide yearly documentation of such entities' total ual purchases in a form approved
by the County.
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Contract 06-3962
New Divisional Software System for Community Development and Environmental Services
(CDES)
CONTRACTUAL SERVICES AGREEMENT
THIS AGREEMENT (hereinafter the "Agreement") is made this ;;;J,'l day of
(YI a ~ , 2007, (the "Effective Date") by and between the Board of County
Commissioners for Collier County, Florida, a political subdivision of the State of Florida,
(hereinafter the "County"), and Municipal Software Corporation, a British Columbia
incorporated company, with its principal place of business at 4464 Markham Street, Suite 1108,
Victoria, BC, V8Z 7X8 (hereinafter the "Vendor"). The County and the Vendor are sometimes
hereinafter individually referred to as "Party" and hereinafter collectively referred to as the
"Parties. It
RECITALS
A. The Vendor desires to perform and assume responsibility and obligation for the
provision of certain professional services, as hereinafter described, on the terms
and conditions set forth herein. Vendor represents that it is experienced in
providing business process automation and implementation services to public
clients, is licensed in the State of Florida and is familiar with the scope of work of
the County.
B. The County desires to engage Vendor to render such services, as hereinafter
described, for the New Divisional Software System for Community Development
and Environmental Services (CDES) (the "Project") on the terms and conditions
set forth herein.
NOW, THEREFORE, in consideration of the mutual covenants and conditions contained
herein, the County and the Vendor agree as follows:
OPERATIVE PROVISIONS
SECTION I
ENGAGEMENT AND SERVICES OF THE VENDOR
1. Engagement of Vendor. The County hereby engages the Vendor, and the Vendor
promises and agrees to furnish to the County, subject to the terms and conditions set forth
in this Agreement, all labor, materials, tools, equipment, services, and incidental and
customary work necessary to fully and adequately supply the professional services
necessary for the Project (the "Services"). The Services are more particularly described
in Exhibit A, RFP 06-3962 New Divisional Software System for Community
Development and Environmental Services (CDES), attached hereto and incorporated
herein by reference. The Vendor agrees to perform the Services in accordance with the
terms and conditions of this Agreement, the exhibits attached hereto and incorporated
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herein by reference, and all applicable local, state and federal laws, rules and regulations
in effect at the time the Services are provided.
2. Performance of the Vendor; Standard of Care. The Vendor accepts the relationship of
trust and confidence established between the County and the Vendor by the terms of this
Agreement. The Vendor covenants with the County to perform all Services tmder this
Agreement in a skillful and competent manner, consistent with or in excess of the
standards of skill, quality and care adhered to by recognized professionals in the same
discipline in the State of Florida while performing services of a like or similar nature
under like or similar circumstances. Vendor represents and maintains that it is skilled in
the professional calling necessary to perform the Services, and that it shall consider all
recent proven and tested methods known and successfully employed by recognized
professionals in the same discipline in the state of Florida. Vendor shall also cooperate
with the County and any other consultants or contractors engaged by or on behalf of the
County in performance of the Project. The Vendor covenants to use its commercially
reasonable efforts to perfonn its duties and obligations tmder this Agreement in an
efficient, expeditious and economical manner, consistent with the best interests of the
County and the professional standard of care set forth in this Agreement.
SECTION II
RESPONSIBILITIES OF THE VENDOR
1. The Vendor's Responsibilities for Costs and Expenses. Except as otherwise expressly
stated herein, the Vendor shall be solely responsible for all costs and expenses incurred
relative to the Vendor, personnel of the Vendor and sub-Vendors of the Vendor in
connection with the performance of the Services, including, without limitation, payment
of salaries, fringe benefits contributions, payroll taxes, withholding taxes and other taxes
or levies, office overhead expense, travel expenses, telephone and other
telecommunication expenses, and document reproduction expenses.
2, Independent Contractor. The Services shall be performed by Vendor or under its
supervision. Vendor shall determine the means, methods and details of performing the
Services subject to the requirements of this Agreement. The Vendor represents that it
possesses the professional and technical personnel required to perform the Services. The
County retains Vendor on an independent contractor basis and not as an employee of the
COtmty. Vendor retains the right to perform similar or different services for others during
the term of this Agreement. The personnel performing the Services on behalf of the
Vendor shall at all times be under the Vendor's exclusive direction and control. The
Vendor shall pay all expenses, including, without limitation, all wages, salaries, fringe
benefit contributions, payroll taxes, withholding taxes, other taxes or levies and all other
amOtmts due such personnel for the Services or due others as a result of the performance
by such personnel of the Services. Vendor shall be responsible for all reports and
obligations respecting such additional personnel, including, but not limited to, all reports
for social security taxes, income tax withholding, unemployment insurance, disability
insurance, and workers' compensation insurance.
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3. Vendor's Project Manager. The Vendor shall designate and assign a project manager
("Project Manager"), who shall coordinate all phases of the Services and act as the
Vendor's representative for performance of this Agreement. The Project Manager shall
have full authority to represent and act on behalf of the Vendor for all purposes under this
Agreement, and shall be available to the County at all reasonable times. The Project
Manager shall supervise and direct the Services, using his or her best skill and attention,
and shall be responsible for all means, methods, techniques, sequences and procedures
employed by Vendor's persounel, as well as the satisfactory coordination of all portions
of the Services under this Agreement. The Vendor designates David Gray to be its
Project Manager, but reserves the right to appoint another person as Project Manager
upon written notice to the County.
4. Key Personnel. Vendor has represented to County that certain key personnel will
perform and coordinate the Services under this Agreement. Should one or more of such
personnel become unavailable, Vendor may substitute other personnel of at least equal
competence upon written approval of County. As discussed below, any personnel who
fail or refuse to perform the Services in a manner acceptable to the County, or who are
determined by the County to be uncooperative, incompetent, a threat to the adequate or
timely completion of the Project or a threat to the safety of persons or property, shall be
promptly removed from the Project by the Vendor at the request of the County.
4.1 Attached as Exhibit F is a listing of all key personnel Vendor intends to assign to the
Project to perform the Services required hereunder. All personnel identified in Schedule
F shall not be removed or replaced without County's prior written consent.
5. Personnel; Licenses. The Vendor represents and warrants that it and all personnel
engaged in performing Services are and shall be fully qualified, authorized and permitted
under state and local law to perform such Services. The Vendor shall be responsible to
County for any errors or omissions in the execution of the Services under this Agreement.
The Vendor represents and warrants that it and all personnel and sub-Vendors engaged in
performing the Services have all licenses, permits, qualifications, and approvals of
whatever nature that are legally required to perform the Services under this Agreement.
The Vendor further represents and warrants that it, its employees and sub-Vendors shall
keep in effect all such licenses, permits, qualifications and other approvals during the
term of this Agreement. Any personnel performing Services under this Agreement who
are determined by the County to be uncooperative, incompetent, a threat to the adequate
or timely completion of the Project, or a threat to the safety of persons or property, or any
personnel who fail or refuse to perform the Services in a manner acceptable to the
County, shall be promptly removed from the Project by the Vendor and shall not be
re-employed to perform any of the Services or to work on the Project.
6. Time of Performance. The Services to be performed by Vendor under and pursuant to
this Agreement shall be completed as directed by the County's Project Administrator by
November 1,2008 ("the Completion Date") and shall be commenced subsequent to the
execution of this Agreement upon written Notice to Proceed from the County for all or
any designated portion of the Project and shall be performed and completed in
accordance with the Project Implementation Schedule attached hereto and made a part
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hereof as Exhibit H, unless earlier terminated as provided herein, or as may be modified
by mutual written agreement. Vendor shall perform the Services expeditiously, within the
term of this Agreement, and in accordance with any schedule of services mutually
acceptable to the Parties.
7. Software License and Support Agreement. The vendor will provide the software licenses
identified in Exhibit B for the County's use as governed by its Software License and
Support Agreement, a copy of which is attached as Exhibit C.
8, Escrow Agreement. The vendor has provided for a software escrow agreement, a copy of
which is attached as Schedule B to Exhibit C, which provides for access to software
source code under certain circumstances that are defined in the agreement. For purposes
of this Agreement the term "Source Code" shall mean the source code or codes of the
Application Software including all updates, revisions, releases or new versions of the
source code to correspond with all updates, revisions, releases or new versions of the
Application Software which are provided to Collier County by the Vendor from time to
time, and shall include supporting documentation in sufficient detail to enable Collier
County to use, support, maintain and enhance the Application Software.
9. Consistencv with Countv Policies. The Vendor shall discuss and review with the County
Project Manager in advance of all critical decision points all matters relating to the
Services in order to ensure that the Services proceed in a manner consistent with the
goals and policies of the County.
10. Conformance to Applicable Requirements. All aspects of the provision of the Services
by Vendor shall conform to all applicable County, county, state, and federal laws, rules
and regulations in effect at the time the services are provided.
II. Insurance. Without limiting the Vendor's indemnification obligations, the Vendor shall
obtain, provide and maintain during the term of this Agreement, at its own expense, a
policy or policies of liability insurance of the type and amounts described below and
satisfactory to the County. Vendor shall also require all of its sub-Vendors to obtain,
provide, and maintain insurance which meets the same requirements contained herein.
A. Prior to the commencement of the Services, the Vendor shall provide evidence
satisfactory to the County that it has secured the following types and amounts of
msurance:
(I) Workers' compensation insurance covering all employees and principals
of the Vendor, Statutory Limits of Florida Statutes, Chapter 440 and all
Federal Government Statutory Limits and Requirements in a minimum
amount of$1 million per accident;
(2) Commercial general liability insurance (Occurrence Form) patterned after
the current I.S.O. occurrence form with no limiting endorsements,
covering third party liability risks, including without limitation,
contractual liability, in a minimum amount of $2 million per occurrence
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for bodily injury, personal injury, and property damage. If commercial
general liability insurance or other form with a general aggregate limit is
used, either the general aggregate shall apply separately to this Project, or
the general aggregate limit shall be twice the occurrence limit;
(3) Commercial auto liability and property insurance covering "any auto",
OwnedINon-owned/Hired Automobile included, with a minimum limit of
$1 million combined single limit per accident for bodily injury and
property damage.
(4) Errors and omissions professional liability insurance appropriate to
Vendor's profession. Such insurance shall be in an amount not less than
$1,000,000 per claim, and shall be endorsed to include contractual
liability.
B. The commercial general liability and automobile policies shall contain the
following provisions, or Vendor shall provide endorsements on forms approved
by the County to add the following provisions to the insurance policies: (l) the
County, its officials, officers, employees and agents shall be covered as additional
insureds with respect to the Services or operations performed by or on behalf of
the Vendor, including materials, parts or equipment furnished in connection with
such work; and (2) the insurance coverage shall be primary insurance as respects
the County, its officials, officers, employees and agents, or if excess, shall stand
in an unbroken chain of coverage excess of the Vendor's scheduled underlying
coverage. Any insurance or self-insurance maintained by the County or its
officials, officers, employees or agents shall be excess of the Vendor's insurance
and shall not be called upon to contribute with it in any way.
C. All policies shall contain the following proVISIOns, or Vendor shall provide
endorsements on forms approved by the County to add the following provisions to
the insurance policies: (1) coverage shall not be suspended, voided, canceled or
reduced by either party except after thirty (30) days prior notice has been given in
writing to the County; provided, however, in the case of non-payment of
premium, ten (l0) days notice will be provided; (2) any failure to comply with
reporting or other provisions of the policies, including breaches of warranties,
shall not affect coverage provided to the County, its officials, officers, employees
and agents.
D, All insurance required by this Section shall contain standard separation of
insureds provisions, In addition, such insurance shall not contain any special
limitations on the scope of protection afforded to the County, its officials,
officers, employees and agents,
E, Any deductibles or self-insured retentions, or any revisions thereto made during
the time such insurance is required to be maintained pursuant to this Agreement,
must be declared to and approved by the County. If such deductibles or self-
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I
insured retentions are not acceptable to County, Vendor shall meet with County to
determine an acceptable solution, such as, but not limited to: (1) reducing or
eliminating such deductibles or self-insured retentions as respects the County, its
officials, officers, employees and agents; or (2) Vendor's procurement of a bond
guaranteeing payment of losses and related investigation costs, claims and
administrative and defense expenses.
F. All Insurance is to be placed with insurers with a current A.M. Best's rating no
less than B+:VIII, licensed to do business in Florida, and satisfactory to the
County.
G . Vendor shall furnish County with original certificates of insurance and
endorsements effecting coverage required by this Agreement on forms
satisfactory to the County. The certificates and endorsements for each insurance
policy shall be signed by a person authorized by that insurer to bind coverage on
its behalf, and shall be on forms provided by the County if requested. All
certificates and endorsements must be received and approved by the County
before work commences. The County reserves the right to require complete,
certified copies of all required insurance policies, at any time.
H. The Vendor shall give to the County prompt and timely notice of any claim made
or suit instituted arising out of the Vendor's operation hereunder. The Vendor
shall also procure and maintain, at its own cost and expense, any additional kinds
of insurance, which in its own judgment may be necessary for its proper
protection and performance of the Services.
1. The Vendor shall include subcontracting Vendors, if any, as insureds under its
policies or shall furnish separate certificates and endorsements for each sub-
Vendor. It is understood that additional insureds are not possible on the Vendor's
errors and omissions professional liability policy. All coverage for each sub-
Vendor shall be subject to the requirements stated herein.
12. Prohibition Against Transfers. The Vendor shall not assign, sublease, hypothecate, or
transfer this Agreement, or any interest therein, directly or indirectly by operation of law
without the prior written consent of the County. Any attempt to do so without the prior
written consent of the County shall be null and void, and any assignee, sub-lessee,
hypothecate or transferee shall acquire no right or interest by reason of such attempted
assignment, hypothecation, or transfer.
13. Progress. The Vendor is responsible to keep the County Project Manager and/or his or
her duly authorized designee informed on a regular basis regarding the status and
progress of the Services, activities performed and planned, and any meetings that have
been scheduled or are desired relative to the Services or this Agreement.
14. Confidentiality. No news releases, including photographs, public announcements or
confirmations of the san1e, of any part of the subject matter of this Agreement or any
phase of the Services shall be made without prior written consent of the County, such
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\',~"
consent to not be unreasonably withheld, and provided in a timely manner. The
information which results from the Services in this Agreement is to be kept confidential,
unless the release of information is authorized by the County. All Report Materials,
either created by or provided to Vendor in connection with the performance of this
Agreement, shall be held confidential by Vendor. Such materials shall not, without the
prior written consent of County, by used by Vendor for any purposes other than the
performance of the Services. Nor shall such materials be disclosed to any person or
entity not connected with the performance of the Services or the Project. Nothing
furnished to Vendor which is otherwise known to Vendor or is otherwise generally
known, or has become known, to the related industry, shall be deemed confidential.
Vendor shall not use County's name or insignia, photographs of the Project, or any
information pertaining to the Services or the Project in any magazine, trade paper,
newspaper, television or radio production or other similar medium without the prior
written consent of County. This section is subject to the requirements of the Florida
Public Records Act, Chapter 119, Fla, Stat., and the Florida Sunshine Law, Chapter 286,
Fla. Stat.
15. No Set Hours/Right to Contract. The Vendor's obligation hereunder is to complete the
Services in accordance with this Agreement and to meet any deadlines established
pursuant to this Agreement. The Vendor has no obligation to work any particular
schedule, hours or days, or any particular number of hours or days. However, the Vendor
shall coordinate with the County in achieving the results and meeting the goals
established pursuant to this Agreement.
16, Accounting Records. Vendor shall maintain complete and accurate records with respect
to all costs and expenses incurred under this Agreement. All such records shall be clearly
identifiable. Vendor shall allow a representative of County during normal business hours
to examine, audit, and make transcripts or copies of such records and any other
documents created pursuant to this Agreement. Vendor shall allow inspection of all work,
data, documents, proceedings, and activities related to the Agreement for a period of
three (3) years from the date of final payment under this Agreement.
17. Safety. Vendor shall execute and maintain its Services so as to avoid injury or damage to
any person or property. In carrying out its Services, the Vendor shall at all times be in
compliance with all applicable local, state and federal laws, rules and regulations, and
shall exercise all necessary precautions for the safety of employees appropriate to the
nature of the work and the conditions under which the work is to be performed.
SECTION III
RESPONSIBILITIES OF THE COUNTY
I. Cooperation. The County shall cooperate with the Vendor relative to the provisions of
the Services. To the extent permitted by applicable law, the County shall provide criteria
and information in its possession, or reasonably obtainable by it, as requested by Vendor,
and shall make that information and related data available for Vendor's use during the
performance of this Agreement. The County shall render decisions required by this
Agreement within the time indicated, or if not specifically stated, with reasonable
10 J
promptness so as not to unduly delay the progress of Vendor's Services.
2. County's Proiect Manager and Proiect Staff. The County shall designate and assign a
County project manager ("County Project Manager") who shall have full authority to
represent and act on behalf of the County for all purposes under this Agreement. The
County Project Manager, or his/her designee, shall be the principal officer of the County
for liaison with the Vendor, and shall review and give approval to the details of the
Services as they are performed, in particular, but not exhaustively, Project Plan,
Functional Requirement Specifications, Statements of Work, Acceptance Plans,
Statements of Completion, Change Order Requests. In addition, the County Project
Manager shall ensure proper and timely availability of all County personnel required by
the Vendor for successful completion of project tasks, in particular, but not exhaustively,
Business and Systems Analysts, IT staff, Subject Matter Experts. The County designates
Gary Mullee to be its County Project Manager, but reserves the right to appoint another
person as County Project Manager upon written notice to the Vendor.
3. Project Plan, The County shall be responsible for meeting specific milestones and
providing specific deliverables that will be defined and mutually agreed to in the Project
Plan. Should the County fail to meet the agreed milestones or to provide the agreed
deliverables, the Vendor will inform the County of the consequences thereof and reserves
the right to modify the project plan accordingly.
4. Application Software Acceptance Testing. Shall be in accordance with acceptance
testing criteria outlined in Exhibit E.
4, I Review and Correction. Collier County will either (i) notify Vendor in writing that the
Application Software meets the Acceptance Tests and is accepted by Collier County, or
(ii) notify Vendor in writing that the Application Software fails to meet the Acceptance
Tests. Collier County shall be deemed to have accepted the phase of the Application
Software in the event no written notice of acceptance or deficiencies is provided to
Vendor on or before expiration of the aforesaid acceptance test period.
4.2 Time period for correction. If Collier County notifies Vendor that the Application
Software does not satisfy any or all of the Acceptance Tests, Collier County will set
forth a list of the errors or omissions which have caused the Application Software not to
meet the Acceptance Tests to the extent known by the Collier County. After
notification of a failure of the Application Software to meet the Acceptance Tests,
Vendor shall have twenty (20) business days from the date that Vendor receives the list
of errors and omissions to modify or improve the Application Software to meet the
Acceptance Tests, The Application Software will then be retested in the same manner.
Collier County shall not be required to allow the acceptance testing to proceed for more
than two (2) twenty (20) day periods.
5. Statement of Completion. Providing that project milestones have been met, the_County
shall not unreasonably withhold signature of a statement of completion within thirty (30)
days after go-live for each project phase that has been accepted by the County.
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SECTION IV
COMPENSATION
1. Compensation. In consideration of the performance by Vendor of the Services, the
County shall pay to the Vendor compensation at the rates set forth in Exhibit B, Payment
Milestones and Deliverables, attached hereto and incorporated herein by reference. Total
compensation under this Agreement shall not exceed $1,996,272.00 (one million nine
hundred ninety six thousand two hundred seventy two dollars) without written approval
of the County's Project Manager (the "Compensation").
2, Extra Service. The Vendor shall not receive additional compensation for any extra
service unless such extra service has been authorized in writing in the form of a Change
Order signed by both parties prior to the commencement of the extra service. The
County shall pay the Vendor for extra service as mutually negotiated by the parties. As
used herein, "Extra Service" means any work which is determined by County to be
necessary for the proper completion of the Project, but which the Parties did not
reasonably anticipate would be necessary at the execution of this Agreement.
3, IncentivelDisincentive Pavments: At a future time, the County may desire to expedite
performance on this Contract. In order to achieve this, an incentive - disincentive
provision may be established in the form of a written change order to the contract as
mutually agreed upon by thc parties.
4. Pavment of Compensation. The Vendor shall submit invoices to the County on a
monthly basis, or on such other basis as may be mutually agreed upon by the Parties.
Each invoice will be itemized. The County shall pay the Vendor for the performance of
this Agreement upon completion of the work as accepted and approved by the County's
Project Manager or his designee. Payments shall be made to the Vendor when requested
as work progresses, but not more frequently than once per month, less 10% retainage
which shall be held by the County until satisfactory completion of the Vendor's work.
Payment will be made upon receipt of a proper invoice and in compliance with Section
218.70, Fla. Stats. otherwise known as the "Florida Prompt Payment Act".
5. Reimbursements. Vendor shall not be reimbursed for any expenses unless authorized in
writing by County. Such reimbursable expenses, if approved, shall include only those
expenses which are reasonably and necessarily incurred by Vendor in the interests of the
Project. Reimbursable expenses will be paid only at the actual cost to the Vendor, with
no mark-up for overhead or profit.
6. Disputed Sums. The County may withhold payment of any disputed portion of
Compensation until resolution of the dispute with the Vendor. Such withholding by the
County shall not be deemed to constitute a failure to pay by the County. The Vendor
shall not have the right to allege a breach of this Agreement for failure to pay by the
County and to discontinue its performance of the Services hereunder for a period of thirty
(30) days from the date Compensation is withheld hereunder. The County's Project
Manager and the Vendor's Project Manager shall attempt to promptly resolve the dispute.
The Vendor shall have an immediate right to appeal to the County Manager with respect
.'
1:0
to withheld amounts. The determination of the County Manager with respect to such
matters shall be fmal, subject to the mediation provisions provided herein. The Vendor
shall be entitled to receive interest on any portions of the Compensation withheld which
are thereafter deemed to be properly payable to the Vendor at the rate of seven percent
(7%) per annum, simple interest. Nothing herein shall be construed as limiting the
Parties rights to pursue all available legal remedies.
7. Mediation. Should any dispute arise out of the termination or abandonment of this
Agreement, any party may request that it be submitted to mediation. The parties shall
meet in mediation within 30 days of a request. The mediator shall be agreed to by the
mediating parties; in the absence of an agreement, the parties shall each submit one name
from mediators listed by the American Arbitration Association, Judicial Arbitration and
Mediation Service (JAMS) or other agreed-upon service. The mediator shall be selected
by a "blindfolded" process. The mediation shall take place in Naples, Florida.
The cost of mediation shall be borne equally by the parties. Neither party shall be
deemed the prevailing party. No party shall be permitted to file a legal action arising out
of the termination or abandonment of this agreement without first meeting in mediation
and making a good faith attempt to reach a mediated settlement. The mediation process,
once commenced by a meeting with the mediator, shall last until agreement is reached by
the parties but not more than 30 days, unless the parties extend the maximum time by
mutual agreement.
SECTION V
EXPIRATION AND TERMINATION
I. Events of Default. Each ofthe following events shall constitute an "Event of Default":
A. The Vendor shall fail to observe, perform or comply with any material term,
covenant, agreement or condition of this Agreement which is to be observed,
performed or complied with by the Vendor, if such failure continues uncured for
thirty (30) calendar days after the County gives the Vendor written notice of the
failure and the specific nature of such failure.
B. The Vendor shall commit any fraud, misrepresentation, breach of fiduciary duty,
willful misconduct, or intentional breach of any provision of this Agreement.
2. Termination Upon Event of Default. In addition to any other available legal or equitable
rights or remedies, upon an Event of Default by the Vendor, the County shall have the
right to terminate this Agreement upon written notice to the Vendor.
3, Expiration. Unless extended as provided for herein, this Agreement shall naturally expire
on the Completion Date.
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4. Payment Upon Termination. Upon a termination of this Agreement, the Vendor's recovery
against the County shall be limited to that portion of the Contract Amount earned through
the date of termination, together with any retainage withheld. 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.
5. Termination bv Vendor. Vendor may terminate this Agreement only upon the substantial
breach by the County of a material provision of this Agreement.
VI
GENERAL PROVISIONS
I. Nondiscrimination bv the Vendor. The Vendor represents and agrees that the Vendor, its
affiliates, subsidiaries, or holding companies do not and will not discriminate against any
subcontractor, Vendor, employee, or applicant for employment because of race, religion,
color, sex, handicap, national origin or any other protected classification under federal or
state law. Such nondiscrimination shall include, but not be limited to, the following:
employment, upgrading, demotion, transfers, recruitment, recruitment advertising, layoff,
termination, rates of payor other forms of compensation, and selection for training,
including apprenticeship.
2. County's Rights to Employ Other Vendors. The County reserves the right to employ
other Vendors in connection with this Project.
3. Conflicts ofInterest; Prohibited Interests.
A. Vendor 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. Vendor further represents that no persons having
any such interest shall be employed to perform those services.
B. Vendor maintains and warrants that it has not employed or retained any company
or person, other than a bona fide employee working solely for Vendor, to solicit
or secure this Agreement. Further, Vendor warrants that it has not paid or agreed
to pay any company or person, other than a bona fide employee working solely
for Vendor, any fee, commission, percentage, brokerage fee, gift or other
consideration contingent upon or resulting from the award or making of this
Agreement. For breach or violation of this warranty, County shall have the right
to rescind this Agreement without liability. For the term of this Agreement, no
member, officer or employee of County, during the term of his or her service with
County, shall have any direct interest in this Agreement, or obtain any present or
anticipated material benefit arising therefrom.
4. Subcontracting. The Vendor shall not subcontract any portion of the Services except as
expressly stated herein, without prior written consent of the County. Subcontracts, if any,
shall contain a provision making them subject to all provisions stipulated in this
Agreement.
10 J
5. Waiver. No waiver of any default shall constitute a waiver of any other breach or default,
whether of the same or any other covenant or condition. No waiver, benefit, privilege, or
service voluntarily given or performed by other parties shall give the other any
contractual right by custom, estoppel, or otherwise.
6. Notices. All notices required hereunder shall be given in writing and shall be deemed
duly served if mailed or faxed to the following addresses or such other addresses as the
parties may designate by written notice:
To the County:
Collier County Board of County Commissioners
3301 Tamiami Trail East
Naples, FL 34112
Attention: Stephen Y. Carnell
Purchasing and General Services Director
Fax: 239-530-6584
To the Vendor:
Municipal Software Corporation
Suite 1108,4464 Markham Street
Victoria, BC V8Z 7X8
Attention: lain McLean, CEO
Notice shall be deemed received as follows, depending upon the method of transmittal:
by facsimile, as of the date and time sent; by messenger, as of the date delivered; and by
U.S. Mail, certified, return receipt requested, as of five (5) days after deposit in the U,S.
Mail. Actual notice shall be deemed adequate notice on the date actual notice occurred,
regardless ofthe method of service.
7. Authority to Enter Agreement. The Vendor has all requisite power and authority to
conduct its business and to execute, deliver and perform all of its obligations under this
Agreement. Each Party warrants that the indiyiduals who haye signed this Agreement
have the legal power, right and authority to enter into this Agreement so as to bind each
respective Party to perform the conditions contemplated herein.
8. Severability. If any portion of this Agreement is declared by a court of competent
jurisdiction to be invalid or unenforceable, the remaining provisions of this Agreement
shall continue in full force and effect.
9. Time is of the Essence. Time is of the essence in this Agreement, and all parties agree to
execute all documents and to proceed with due diligence to complete all covenants and
conditions set forth herein.
10. Governing Law and Venue. This Agreement shall be construed in accordance with, and
governed by, the laws of the State of Florida, Any lawsuit brought to enforce this
Agreement shall be brought in the appropriate court in Collier County, State of Florida.
.
.10 t,
"oj}
11. Days. Any term in this Agreement referencing time, days, or period for performance
shall be deemed to be calendar days and not work days.
12. Entire Agreement. This Agreement contains the entire agreement of the County and the
Vendor, and supersedes any prior or written statements or agreements between the
County and the Vendor. No supplement, modification, or amendment of this Agreement
shall be binding unless executed in writing by both Parties.
13. Binding on Assigns. Each and all of the covenants and conditions of this Agreement
shall be binding on, and shall inure to, the benefit of the successors and assigns of the
respective parties.
14. Counterparts. This Agreement may be signed in counterparts, each of which shall
constitute an original and which collectively shall constitute one instrument.
15. Captions. The captions of the various articles and paragraphs are for convenience and
ease of reference only, and do not define, limit, augment or describe the scope, content or
intent of this Agreement.
16. Construction. Since the Parties or their agents have participated fully in the preparation of
this Agreement, the language in all parts of this Agreement shall be construed simply,
according to its fair meaning and not strictly for or against any party,
17. Cooperation/Further Acts. The Parties shall fully cooperate with one another in attaining
the purposes of this Agreement. In connection therewith, the Parties shall take any
additional further acts and steps and sign any additional documents as may be necessary,
appropriate and convenient to attain the purposes of this Agreement.
18. No Third Party Beneficiaries. There are no intended third party beneficiaries of any right
or obligation assumed by the Parties.
19, Component Parts of This Agreement. This Agreement consists of the attached component
parts, all of which are as fully a part of the Agreement as if herein set out verbatim:
Vendor's Proposal, Insurance Certificate(s), RFP #06-3962 New Divisional Software
System for Community Development and Environmental Services (CDES) Terms and
Conditions, Specifications/Scope of Services and Addendum.
Incorporation of Recitals and Exhibits.
A. The "Recitals" constitute a material part hereof, and are hereby incorporated into
the Agreement by reference as though fully set forth herein.
B. The "Exhibits" constitute a material part hereof, and are hereby incorporated into
the Agreement by reference as though fully set forth herein.
Exhibit A: Scope of Services
Exhibit B: Payment Milestones and Deliverables
UlO
Exhibit C: Software License and Support Agreement
Schedule B - Escrow Agreement
Exhibit D: CityView Standard Support - Service Level Agreement
Exhibit E: Application Software Acceptance Testing Criteria
Exhibit F: Key Personnel
Exhibit G: Appendix C - IT Department Standard and Operating Procedures
Exhibit H: CityView Implementation Schedule
20. References. All references to the Vendor shall include all personnel, employees, agents
and sub-Vendors of the Vendor.
21. Subiect 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.
22. Immigration Law Compliance: By executing and entering into this agreement, the
Vendor is formally acknowledging without exception or stipulation that it is fully
responsible for complying with the provisions of 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. Failure by the Vendor 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,
23. Offer Extended to Other Governmental Entities: Collier County encourages and agrees to
Vendor extending the terms and conditions of this contract to other governmental entities
at the discretion of the Vendor. These terms and conditions only apply to the Operative
Provisions agreed upon between Collier County and Vendor. Vendor reserves the right
to negotiate contract price, payment milestones and project schedule at its sole discretion
with any other Government Entity that wishes to exercise this offer. Vendor hereby
further agrees that for each entity given written approval by the County to utilize this
option, Vendor shall provide the County a check in the amount of 1,5 percent (1.5 %) of
the total annual purchases made under each entity's contract. Vendor shall be required to
provide yearly documentation of such entities' total annual purchases in a form approved
by the County.
24. Indemnification: To the maximum extent permitted by Florida law, the
Contractor/Vendor/Consultant shall 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, to the extent caused by
the negligence, recklessness, or intentionally wrongful conduct of the
Contractor/V endor/Consultant or anyone employed or utilized by the
Contractor/Vendor/Consultant 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.
lOJ
IN WITNESS WHEREOF, the Vendor and the County, have each, respectively, by an authorized person or
agent, hereunder set their hands and seals on the date and year first above written.
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By: a_/ ~ .'
J~rm~
. 'e,. 0 Chat... I
signature' on'l.' . "
Municipal Software
~G-
First Witness
-e
By:
.~~~..-1vc-
S}g~atute
C(, vc
tType/print witn
~... ,
Secon
tJ()/l /c I
et
,
,
,
lain McLean, Chief Executive Officer
~~het4l W Ll)..{{cu....
tType/print witness namet
Approved as to form and
legal sufficiency:
C~rn~
Assistant County Kttorney
C1>/Ieen M. GYeene.
Print Name
From: Lindsay Evans At: Hendry Swinton McKenzie Insurance Services Inc. FaxlD: 250-388-5959 To: Collier County
Date: 312012007 02:49 PM PJi(: 21,,2
lu,'
~.,.-,,-_.,
/~/ -....~,
, ~
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,._--'"....,~--_._-_.-,-~.-
HENDRY SWINTON MCKENZIE
INSURANCE SERVICES INC.
830 Pandora Avenue, Victoria, BC VSW 1P4
Tel: (250) 388-5555
Fax: (250) 388-5959
TO:
Collier County Board of County Commisioners
or Collier County BCC
3301 Tamiami Trail East, Bldg G
Naples. F'L 34112
Certificate of Insurance
Dated: '"larch 20, 2007
This is to Certify that
Insurance as described hereunder has been arranged on behalf of the Assured named
herein and that such Insurance, at the date hereof, is infu/iforce and effect.
Assured
Municipal Software Corporation
1108 - 4464 Markham Street
Victoria, B,C V8Z 7X8
Term:
12 months
Effective:
September 15, 2006
Payee:
Subject to the Standard Mortgage Clause
Expires:
September 15, 2007
POLICY NUMBER
COMPANY
SUM INSURED OR
LIMITS OF LIABILITY
19001925
Creechurch Insurance Group
As Shown Below
Interest Insured:
COMMERCIAL GENERAL LIABILITY $6,000,000.00
Covers legal liability as imposed by law for bodily injury or property damage, except as specifically excluded, arising from business
operation of the named Insured as kno'Nn to Insurer. Premises, Products & Completed Operations; Tenants Legal Liability
$250,000.00; Non-Owned Automobile SPF#6; Subject to all policy extensions, exclusions & $1 ,000.00 deductibles.
PROFESSIONAL LIABILITY - Errors and Omissions $2,000,000.00 Each Lossl$2,Ooo,Ooo.00 Aggregate Limit
- Covers legal liability as imposed by law for bodily injury and property damage, except as specifically excluded, that
arises out of the Professional Business Operations of the Named Insured, subject to a $1,000,00 Bodily InjUry and
Property Damage deductible, Claims Made Policy
rr IS HEREBY UNDERSTOOD AND AGREED THAT Collier County Board of County Commissioners or Collier County
BCC, 3301 Tamiami Trial East, Bldg G Naples FL 34112, is added as Additional Insured but only with
respect to the operations performed by or on behalf of the ,Xamed Insured. Such Insurance as is
afforded by this extension does not insure the liability out of the Additional Insured or its employees.
Conditions'
The Insurance described above is subject to the limitations. exclusions and conditions contained in the policies.
'~
HENDRY. SWINTON, MCKENZIE INSUR<\NCE SERVICES INC.
THE POLICY MAY CONTAIN A CLAUSE(S) WHICH LIMITS THE AMOUNT PAYABLE
10.J
ACORD. CERTIFICA TE OF LIABILITY INSURANCE OP ID J~ DATE (MMiDDIYYYY)
TRIEMP2 03/01/07
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
Diversified Insurance Brokers ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
of Utah HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
136 E. South Temple, Ste 2300 AI. TER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Salt Lake City UT 84111
Phone: 801-325-5000 Fax:801-532-2804 INSURERS AFFORDING COYERAGE NAlC#
----
INSURED INSURER A Employ..rs Ins. Co. of Wausau 21458
INSURER B
TriNet Ac~isition Corporation --- -
TriNet Em~loyer Group', Inc. INSURER C
1100 San eandre sIva. INSURER 0
San Leandro CA 94577 ----- --------------------- -----------
INSURER E"
COVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWTHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WTH 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 AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS
----.- --..-' ----- r POlT~1~EFFtf~E I POUCi;r:P~N I --- -------
L TFt rN'SRD TYPE OF INSURANCE POUCY NUMBER DATE MMfD DATE MfND LIMITS
i GENERAL UABIUTY ! , I EACH OCCURRENCE $
,
--- ,
COMMERCIAL GENERAL LIABILITY ! I PREMISES (Ea occurence) $
I CLAIMS MADE C OCCUR , -------- -- --------.--.-
i MED EXP (Anyone person) $
~ ' PERSONAL & ADV INJURY $
--.-..--.-------
,- GENERAL AGGREGATE $
- -
GEI'~AGG~IGATE LIMIT A~~S PER PRODUCTS - COMP/OP AGG $
POLICY ~f8i I LOC ---
AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT
- $
ANY AUTO (Eaaccidenl)
-----
ALL OWNED AUTOS BODILY INJURY
- (Per person) $
-- SCHEDULED AUTOS
HIRED AUTOS BODILY INJURY
- $
NON-OWNED AUTOS (Per accident)
- ---- ----
-- --..---.----.- PROPERTY DAMAGE $
, : (Peraccidant)
,
~RAGE UABlLlTY I I AUTO ONLY _ EA ACCIDENT $
I --
ANY AUTO I ~THER THAN EAACC $
-- -------.-.-
AUTO ONLY AGG I $
EXCESSlUMBRElLA UABlUTY ~ EACH OCCURRENCE 1 $
-----1 OCCUR ,
CLAIMS MADE AGGREGATE i $
- - ......_._n_n______n__
: $
=1 OEOUCTIBLE ! $
~--- -----
RETENTiON $ i $
WORKERS COMPENSATION AND JUIO~/LIM:-f'~_L _ t4ri $ 1000000---
EMPLOYERS' L1ABIUTY
A ANY PROPRIETOR/PARTNER/EXECUTIVE WCK-Z91-438088-016 10/15/06 07/01/07 _~_L ~ACH ACCIDENT --
OFFICER/MEMBER EXCLUDED? E.L DISEASE. EA EMPLOYEE $ 1000000
[p~21~is~~~v~~?6~s below I E.L DISEASE POLICY LIMIT $ 1000000
OTHER !
!
DESCRIPTION OF OPERATIONS f LOCATIONS f VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS
Municipal Software U.S. , Inc. is named as the alternate employer as per the
terms and conditions of the policy.
Covers: AR, CO and n, United States of America.
CERTIFICATE HOLDER
CANCELLATION
MUNSOFT
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF. THE ISSUING INSURER WILL ENDEAVOR TO MAIL ~ DAYS WRITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL
IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR
REPRESENTATIVES.
~ SENTATlVE
Municipal Software U.S., Inc.
4464 Markham Street, Ste. 1108
Victoria, British Columbia
Canada V8Z7X8
ACORD 25 (2001/08)
@ACORD CORPORATION 1988
10.J
Exhibit A
Scope of Services
As identified in RFP 06-3962 New Divisional Software System for Community Development and
Environmental Services (CDES)
~...,
--
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Exhibit B Pa ment Milestones and Deliverables
Software Licenses Include:
225 CltyView Application Client-
Desktop
1 CityView Application Client -
Browser
1 CityView Server
150 CityView GIS Extensions
1 CityView Application Builder
1 CityView XML Web Services
Extension
PreBuilts:
1 CityView Property Information
1 CityView Permits & Inspections
1 CityView Code Enforcement
1 CityView Planning
1 CityView Licensing
1 CityView Cashiering
Mapping Products:
Unltd ArcReader
15 Named Seats ArcEngine
MSCwill:
. Set up as a client on FTP site
. Provide documentation to
download the iatest version of
CityView off the FTP site
. Send the licensing key for
CityView Licenses
. Provide documentation to
download the PreBuilts from the
FTP site
To be invoiced at each
moduie acceptance, as
per this schedule
License cost not to
exceed $900,000 for 3
years should Collier
have additional license
needs and wish to
convert to a site license.
User licenses are for
concurrent usage.
$ 700,000.00
ASM (excluding User Conference)
ASM User Conference Option
Provides:
. All major and minor software
upgrades
. Unlimited technical support;
. Unlimited access to the
Municipal Software FTP site
. Unlimited access to the
Municipal Software
Knowledgeshare
$ 134.000,00
Due in full following
completion of last
module and warranty
period
Prepaid attendance at the
annuai User Conference for 4
attendees, including all
registration, travel,
accommodation and meal costs;
$ 6,000,00
Optional, not included in
total pricing
10
,
Contract Approval Initial Contract Payment $ 93,817,00 Invoiced at approval
Review of existing analysis from prior
Business Process Review & Review of project; Review of existing systems;
Interface Requirements Validation of outstanding analysis
estimates. Review or provide
Process Flow Diagrams (PFD's).
Three days of onsite SME Training Due upon completion of
SME Training with up to 4 students per day fOf $ 9.450.00
each PreBuilt. Training.
Project Kickoff Data Collection (onsite-to be Onsite meeting to kick off the project
scheduled concurrently with SME Training) and collection of required data.
On~site requirements analysis
Gap-to-Product-Analysis workshops and off-site
documentation of Code Enforcement,
Cashierina, and licensina PreBuilts
Validation of project approach;
Validation of integration approach
and resulting effort estimates;
identification of any proofs of concept
required; Drilldown project plan;
Progress monitoring and controlling
Project Plan Fine Tuning mechanisms; review of plan; joint
plan agreed
Convert both data into the Client
Initial Data Conversion database. Validate data conversion
with client and test environment.
Configuration, Customization and Report Configure PreBuifts based on Client
Information provided in the
Building Worksheets.
Integration-Interface Design and Integration with 3rd party systems
Implementation Services
Setup environments (production &
Installation (remote) test) on client site. Test to ensure
proper operation. May require on site
setup determined at Kickoff Meeting.
1 day course for System
Administrators. 1 day course on
System Administrator Training, Designer designing forms and creating new $ 10,560,00 Due upon completion of
Training and Report Writer Training applications with CityView Training.
Application Builder. 1 day course on
creating new forms. Includes Travel
Validate initial configuration with the
Fine-tuning and Validation client onsite and implement any
refinements arising out of the
validation.
Test against test scripts. In scope
System Testing fixes. Acceptance criteria testing.
Sign off acceptance criteria. Code
Freeze.
Final data update/conversion to get
current data into client database for
go-live. Must be the same scripts
Deployment Preparation used in initial data conversion. Data
must be verified by both MSC and
Client before go-live. Sign off
required.
User Training
Module Acceptance
Balance of Phase 1 Licensing Payment
10 '
. . ..../
Onsite training for users of the
PreBuilts:
. Code Enforcement (4 days, 40
students)
. Licensing (1 days, 10 students)
. Cashiering (2 days, 15 students)
$ 24.318.00
Due upon completion of
Training.
Client testing and acceptance
process
$ 392,092.00
Due upon acceptance -
$ 186,183.00
Due at Phase 1
Acceptance
Business Process Review & Review of
Interface Requirements
SME Training
Project Kickoff Data Collection (onsite-to be
scheduled concurrently with SME Training)
Gap-to-Product~Analysis
Project Plan Fine Tuning
Initial Data Conversion
Configuration, Customization and Report
Building
Review of existing analysis from prior
project; Review of existing systems;
Validation of outstanding analysis
estimates. Review or provide
Process Flow Diagrams (PFD's).
2 days of onsite SME Training with
up to 4 students per day for each
PreBuilt.
$ 6.804.00
Due upon completion of
Training.
Onsite meeting to kick off the project
and collection of required data.
On~site requirements analysis
workshops and off-site
documentation of Planning &
Property and PreBuilts
Validation of project approach;
Validation of integration approach
and resulting effort estimates;
identification of any proofs of concept
required; Drilldown project plan;
Progress monitoring and controlling
mechanisms; review of plan; joint
plan agreed
Convert both data into the Client
database. Validate data conversion
with client and test environment.
Configure PreBuilts based on Client
Information provided in the
Worksheets.
Installation (remote)
Fine-tuning and Validation
System Testing
Deployment Preparation
User Training
Module Acceptance
10
~
Setup environments (production &
test) on client site. Test to ensure
proper operation. May require on site
setup determined at Kickoff Meeting.
Validate initial configuration with the
client onsite and implement any
refinements arising out of the
validation.
Test against test scripts. In scope
fixes. Acceptance criteria testing.
Sign off acceptance criteria. Code
Freeze.
Final data update/conversion to get
current data into client database for
go-live. Must be the same scripts
used in initial data conversion. Data
must be verified by both MSC and
Client before go-live. Sign off
required.
Onsite training for users of the
preBuilts:
. Property Information (2 days, 10
students)
. Plannin 8 da s, 75 students
Client testing and acceptance
process
$ 28.854.00
Due upon completion of
Training.
$ 378,176,00
Due upon acceptance
Business Process Review & Review of
Interface Requirements
SME Training
Project Kickoff Data Collection (onsite-to
be scheduled concurrently with SME
Trainin
Gap-to-Product-Analysis
Project Plan Fine Tuning
Review of existing analysis from prior
project; Review of existing systems;
Validation of outstanding analysis
estimates. Review or provide Process
Flow Diagrams (PFD's).
Two days of onsite SME Training with
up to 4 students per day for each
PreBuilt.
Onsite meeting to kick off the project
and collection of required data.
$ 6.804.00
Due upon completion of
Training.
On-site requirements analysis
workshops and off-site documentation
of Permitting, and Licensing PreBuilts
Validation of project approach;
Validation of integration approach and
resulting effort estimates; identification
of any proofs of concept required;
Drilfdown project plan; Progress
monitoring and controlling
mechanisms; review of plan; joint plan
agreed
Initial Data Conversion
Configuration, Customization and Report
Building
Integration-Interface Design and
Implementation Services
Installation (remote)
Fine-tuning and Validation
System Testing
Deployment Preparation
User Training
Module Acceptance
10 J
Convert both data into the Client
database. Validate data conversion
with client and test environment.
Configure PreBuilts based on Client
Information provided in the
Worksheets.
Integration with 3rd party systems
Setup environments (production &
test) on client site. Test to ensure
proper operation. May require on site
setup determined at Kickoff Meeting.
Validate initial configuration with the
client onsite and implement any
refinements arising out of the
validation.
Test against test scripts. In scope
fixes. Acceptance criteria testing. Sign
off acceptance criteria. Code Freeze.
Final data update/conversion to get
current data into client database for
go-live. Must be the same scripts
used in initial data conversion. Data
must be verified by both MSC and
Client before gOMlive. Sign off
required.
Onsite training for users of the
PreBuilts:
. Permits & Inspections (9 days, 90
students)
. Licensing (1 day, 10 students)
$ 33,012.00
Due upon completion of
Training.
Client testing and acceptance process
$ 406,202.00
Due upon acceptance
10 J
Exhibit C
Software License and Support Agreement
Schedule B - Escrow Agreement
10
\
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c
M un!f! R~l
SOFTWARE LICENSE AND SUPPORT AGREEMENT
1. LICENSE
Municipal Software Corporation (hereinafter called 'MUNICIPAL') hereby grants to the person or corporation who purchased this License (hereinafter called
the 'Licensee') a non~transferable. non-exclusive license to:
(a) Use the CitvView application software (hereinafter called the 'PROGRAM'), containing the system modules described in Schedule "A"
attached to this document. The PROGRAM is in "use" on a computer when it is loaded into temporary memory (Le., RAM) of that
computer;
(b) Copy the PROGRAM into any machine readable or printed form for back-up, archival or modification purposes in support of the
licensee's use of the PROGRAM on the computer system PROVIDED THAT:
(i) the Licensee shall maintain a record of the number and location of copies made; and
(ii) the copies, together with the original, shall remain the property of MUNICIPAL:
(c) Modify the PROGRAM or merge it with another program for the Licensee's use on any single machine PROVIDED THAT:
(i) any portion of the PROGRAM modified or merged into another program shall continue to be subject to the terms and
conditions of the Agreement; and
(ii) upon termination of this Agreement, the PROGRAM or portion thereof shall be completely removed from the modified or
merged program and destroyed or returned to MUNICIPAL at the request of MUNICIPAL.
2. SUPPORT
In consideration of payment of the annual support and maintenance fee, MUNICIPAL will provide:
(a) Priority response on support requests regarding licensed programs (and PROGRAM updates),
(b) Application support will be provided at no additional charge whenever MUNICIPAL delivers a set of custom built CityView applications
to the Licensee. This support service is not to be confused with the standard Technical Support Services that are provided by
MUNICIPAL. This support is not available once the Licensee makes any alterations, additions or deletions to the application and is to
be limited to:
(i) Within the first two weeks of delivery, all support questions are directed to the developer(s) involved with the application
development. These may include questions of functionality, operability, explanation of how business processes have been
implemented, and any questions of warranty. These questions may be posed at any time between 8:30AM and 4:30PM
Pacific Time, Monday through Friday;
(ii) After the first two weeks of delivery, but still within a month of delivery, it is requested that wherever possible questions are
queued and consolidated so that an appointment with the application developer(s) may be booked. This will allow for the
best possible use of time for everyone involved;
(iii) After the first month of delivery, all questions should be asked through the normal technical support process. If the support
issue requires assistance from the application developer(s), the technical support analyst will draw upon those resources
as is required;
(c) Telephone support for licenses described in Schedule "A" between the hours of 8:30AM and 8:30PM Eastern Time, Monday through
Friday;
(d) Remote diagnosis of operational issues related to the PROGRAM and PROGRAM updates, provided that the Licensee has obtained,
at its cost, the necessary softWare, hardware and instruction to allow MUNICIPAL to provide such assistance.
(e) PROGRAM updates for licensed programs at no extra charge except for magnetic media and courier costs, these updates to include
minor changes, enhancements, improvements, and problem resolutions (excludes all Xpress Licensees);
In consideration of the services set out above, the Licensee agrees to pay for each Licensed User installation, the software maintenance charge which shall
be submitted by MUNICIPAL no later than one month prior to the date of expiration as specified in Schedule "A" (excludes all Xpress Licensees).
3. ACCESS TO PROGRAM SOURCE CODE (excludes all XDress Licensees)
MUNICIPAL acknowledges that it has entered into an agreement (hereinafter called the "Escrow Agreement") with Jones Emery Hargreaves Swan,
Barristers and Solicitors, having an office at Suite 1212 - 1175 Douglas Street in the City of Victoria, in the Province of British Columbia. A copy of the
Escrow Agreement is attached hereto as Schedule "8". Said Escrow Agreement provides that a Licensee may gain access to program source code for
purposes of maintaining and supporting their PROGRAM licenses aU as provided in the Escrow Agreement.
MUNICIPAL agrees that for so long as this Software License and Support Agreement is in effect it will deposit and periodically update, at MUNICIPAL's sole
cost, a copy of the current version of the PROGRAM source code for aU programs for which the Licensee holds licenses as described in Schedule "A"
attached hereto in Escrow.
MUNICIPAL further agrees that for so fong as this Software License and Support Agreement is in effect it will take no steps or actions which would have the
effect of modifying or eliminating the Escrow Agreement without first having received written permission from the Ucensee to so do.
4. TERM
This Agreement is effective upon installation and/or payment of the license fee and shall remain in effect for the term set out in Schedule "A" attached
hereto, and upon expiry of the initial term shall automatically renew for an identical term upon payment of the annual support and maintenance fee for the
renewal term unless terminated by either party in accordance with the terms contained herein. The Licensee may terminate this Agreement upon the giving
10 J
of not less than sixty (60) days written notice to MUNICIPAL prior to each anniversary date of this Agreement. The Licensee may also terminate this
Agreement provided that MUNICIPAL is in breach of this Agreement and MUNICIPAL has not responded to the Licensee within thirty (30) days from the
date of the written request of the Licensee, which response did not reasonably include an identification of the problem, the timetable for resolution, and the
proposed scope of the work required to resolve the problem. MUNICIPAL can terminate this Agreement if the Licensee is in breach of this Agreement and
fails to cure such breach within thirty (30) days after written notice from MUNICIPAL, including for non-payment within sixty (60) days of invoice date. In
case of termination, the Licensee shall at the request of MUNICIPAL either:
(a) Destroy the PROGRAM together with all copies, modifications and merged portions, or
(b) Return the PROGRAM together with all copies, modifications, and merged portions to MUNICIPAL.
Upon termination the Licensee shall certify in writing that the original and all copies, modifications and merged portions in any form have either been
returned to MUNICIPAL or have been destroyed. Sections 5, 6, 7 and 8 shall continue on and survive notwithstanding termination of this Agreement.
5. MUNICIPAL'S PROPRIETARY RIGHTS
The grant of the License herein contained permits the limited use of the PROGRAM by the Licensee. Title to and all property in the PROGRAM, its name,
logo and computer stored data shall remain exclusively with MUNICIPAL.
The Licensee hereby acknowledges that the PROGRAM is the property of MUNICIPAL, constitutes a MUNICIPAL trade secret, and agrees to exercise due
care and diligence in safeguarding the PROGRAM and MUNICIPAL's proprietary interest.
The Licensee also acknowledges that any negligence or deliberate violation of this Agreement on its part which results in failure to protect MUNICIPAL's
proprietary interest in the PROGRAM shall actually and materially damage MUNICIPAL.
In order to ensure compliance with the terms of this Agreement, MUNICIPAL shall be entitled, upon reasonable notice to Licensee and subject to
MUNICIPAL's compliance with Licensee's reasonable security measures, to enter upon the Licensee's premises during normal business hours and require
the Licensee to produce such information, records and documents as may be required to ascertain compliance.
MUNICIPAL may revise or update the PROGRAM or its product from time to time but shall have no obligation to provide such revision or update to the
Licensee, unless the Licensee has paid in full the Annual Software Maintenance fee,
6. LIMITED WARRANTY
MUNICIPAL warrants only that:
(a) the PROGRAM furnished, and all subsequent PROGRAM updates, shall function as set forth in the user documentation
accompanying the PROGRAM; and,
(b) the CD or diskette or cassette or magnetic tape on which the PROGRAM (including PROGRAM updates) is provided, shall be free
from defects in materials and workmanship under normal use for a period of ninety (90) days from the date of delivery to the Licensee
as evidenced by the Licensee's delivery receipt
Except as specifically provided above, MUNICIPAL expressly disclaims all warranties in the PROGRAM, including, but not limited to the implied warranties
of quality or fitness for a particular purpose. The Licensee assumes sole responsibility for the selection of the PROGRAM to achieve the Licensee's intended
results, and for the installation, use and results obtained from the PROGRAM
7. LIMITATIONS OF REMEDIES
MUNICIPAL's entire liability and the Licensee's exclusive remedy shall be'
(a) The replacement of any CD or diskette or cassette not meeting MUNICIPAL's "limited warranty" and which is returned to MUNICIPAL
with a copy of the Licensee's receipt, or
(b) If MUNICIPAL is unable to deliver a replacement CD or diskette or cassette which is free of defects in materials or workmanship, the
Licensee may terminate this Agreement by returning the PROGRAM to MUNICIPAL for a refund in fuil of licensing fees only as long
as such refund is requested within three (3) months of the anniversary date of this Agreement
In no event shalf MUNICIPAL be liable to the Licensee for any damages, including any lost profits, lost savings, or other incidental or consequential
damages arising out of the use or inability to use the PROGRAM even if MUNICIPAL has been advised of the possibility of such damages, or for any claim
by any other party.
8. INJUNCTIVE RELIEF
The Licensee agrees that the breach of any term, provision or condition of this Agreement by the Licensee may cause irreparable damage to MUNICIPAL in
which case an award of damages may not be adequate relief to MUNICIPAL. Therefore, the Licensee agrees that in addition to all the remedies available to
MUNICIPAL in the event of any breach of this Agreement by the Licensee, MUNICIPAL shall have the right to obtain timely injunctive relief to protect its
proprietary right.
9. GOVERNING LAW
The validity and interpretation of this Agreement and each clause and part thereof shall be governed by the law of the Province of British Columbia without
reference to principles of conflict of Jaws.
10. ENTIRE AGREEMENT
This Agreement contains all the terms and conditions agreed on by the parties hereto with regard to the matters dealt with herein, and no understandings or
agreements, verbal or otherwise, exist between the parties except as herein expressly set out.
11. RIGHT TO ASSIGN
This Agreement and the rights and liabiiities hereunder shall not be assigned by the Licensee unless consent in writing is obtained from MUNICIPAL.
12. SUCCESSORS ANO ASSIGNS
This Agreement shaH inure to the benefit of and be binding upon the respective successors and permitted assigns of the parties.
13. DELIVERY AND PAYMENT
Acceptance of delivery of payment of the licenses or software maintenance constitutes acceptance of the terms of this Agreement.
lOJ
SCHEDULE B
This is Schedule 'B' attached to and made part of an Software License And Support Agreement dated
(date) between Municipal Software (client).
ESCROW AGREEMENT
To: Jones Emery Hargreaves Swan
Barristers and Solicitors
Suite 1212 - 1175 Douglas Street
Victoria, B. C.
V8W 2El
To: Each Declarant (as defined hereunder)
1. Upon receipt by Jones Emery Hargreaves Swan of a Statutory Declaration from the Declarant or an
authorized officer of the Declarant containing the following provisions:
(a) The Declarant is a party to a Municipal Software Corporation Software License and Support
Agreement and the Declarant is not in default under the terms of the agreement;
(b) The Declarant has requested in writing performance of the Software License and Support
Agreement by Municipal Software Corporation;
(c) Municipal Software Corporation has not responded in writing to the Declarant within 30 days from
the date of the written request of the Declarant, with a response which did not reasonably include
an identification of the problem, the timetable for resolution, and the proposed scope of the work
required to resolve the problem;
(d) Notice of the intention of the Declarant to exercise the provisions of the this Escrow Agreement
have been served upon Municipal Software Corporation not less than 14 days prior to the date of
execution of the Statutory Declaration;
(e) The Declarant undertakes to copy the program source code, the subject of the Escrow Agreement,
and to return the original to Jones Emery Hargreaves Swan and to use the program source code
only for the purposes of supporting and maintaining its Municipal Software Corporation software
program for its own internal corporate purposes;
Jones Emery Hargreaves Swan shall release to the Declarant the program source code as deposited
by Municipal Software Corporation in a sealed envelope with Jones Emery Hargreaves Swan pursuant
to this Escrow Agreement;
2. Municipal Software Corporation shall, during the term of this agreement, submit revised copies of the
source code in a sealed envelope together with a list of the current approved declarants entitled to
receive same subject to the conditions in (1) above, Such revisions shall be accompanied by a
certificate from Municipal Software Corporation stating that:
(a) The contents of the escrowed materials are complete and would be understandable and useable
by a reasonably knowledgeable computer programmer.
(b) The contents accurately reflect the most current version of the licensed programs by the Licensee.
(c) The contents incorporate all changes made to the licensed programs or the source material from
the previous time the escrowed materials were delivered to Jones Emery Hargreaves Swan
under this agreement.
(d) The contents contain a separate CD or diskette that contains the CityView License Key Generator
Program with instructions for use, and,
(e) The contents contain no passwords, or other device that would prevent or prohibit the use of the
escrowed materials at any time.
3. Municipal Software Corporation will ensure that revised copies of the source code will be placed
with Jones Emery Hargreaves Swan within thirty (30) days after the public release of a licensed
Client ID: #####
Printed: date
1.0,J
program or a licensed program update.
4. Jones Emery Hargreaves Swan shall, upon receiving such a certificate from Municipal Software
Corporation, notify each of the declarants mentioned in (2) above, by mail of such receipt.
5. It is understood that the duties of Jones Emery Hargreaves Swan, as escrow holder are limited to
those expressly set forth herein and, in addition to the carrying out of the escrow instructions, are
limited to taking reasonable care of the subject matter of this agreement. Jones Emery Hargreaves
Swan make no representations or guarantee as to the escrow materials and shall not be obligated to
inquire into the accuracy or completeness of the escrow materials or any declaration made
hereunder. In the event that proceedings in a court of law arise in relation to the subject matter of
this Escrow Agreement, Jones Emery Hargreaves Swan shall not be obligated to defend or enter an
appearance and shall only be obligated to participate after the Declarant and Municipal Software
Corporation have placed sufficient security for Jones Emery Hargreaves Swan's costs of such
proceedings.
6. This agreement shall terminate ten (10) years from the date hereof, unless renewed by mutual
written agreement. Jones Emery Hargreaves Swan may resign as escrow agent hereunder upon
another party accepting the duties and obligations of escrow agent or upon providing the Declarant
and Municipal Software Corporation with sixty (60) days advance written notice.
.?"'~
DATED at the _<:i!-t of Victoria, in the Province of British Columbia, thi~ day
of /''V'Ii!t ff , 2fUj-
MUNICIPAL SOFTWARE
CORPORATION
The terms of this agreement are
hereby accepted by the firm of Jones
Emery Hargreaves Swan
Per:
.'!:..4::.
I /2> C "... r ~/c79r./ C' k'LJ
Patrick C. Trelawny
Client ID:######
Printed: date
10 J
Exhibit 0
CityView Standard Support - Service Level Agreement
10 II
EXHIBIT D
. Municipal Software
4464 Markharn Street, Suite 1108, Victoria, BC, V8Z 7X8 Canada
To:I-Free: 1.800.665.56471 Tel (250) 475.56001 Fax: (250) 475.6080
www.~.lunlcipaISoHware.comITrading Syrnbol: TSXVrMSZ
CityView Standard Support
Service Level Agreement
property inforrnation I permits & inspections I planning
code enforcement I lICensing I cashiering 1 application builder
10 v
. Municipal Software
CityView Standard Support - Service Level Agreement
Contract Term: 1 Year (renewable annually)
Support Channels: Web, Telephone or Email
Support Requests Allowed: Unlimited
Who Can Report: Up to three users named in your support agreement can submit support requests. These
individuals must be trained in the use of CityView and constitute the first line of support for your organization.
Hours of Coverage: Coverage hours are 5:30 a.m. to 5:30 p.m. Pacific Standard Time from Monday through
Friday, excluding Municipal Software Technical Support observed holidays. (Only those statutory holidays that
coincide between Canada and the United states are observed by Municipal Software Technical Support.)
Accessing Support: The preferred method of opening a support incident is to enter the problem details through
our online support system. Telephone support requests should be preceded by filing an electronic support
request on our Web site, including a detailed problem description. Telephone support requests will be answered
live during business days, though staff may be involved serving other customers. If your call is not answered live.
we ask that you leave a message, including the support request tracking number you received from the electronic
filing, your name and phone or pager number. Messages are typically responded to within two hours.
Auto Acknowledgement: We will send a computer-generated message that acknowledges receipt of the report
that you filed electronically. This message will contain the details of your problem report as well as the support
request tracking number. Whenever the status of your incident changes, a notification will automatically be sent
to the individual that opened the call.
Request Response Time: A technical support engineer will respond to all requests within the time frames
specified in Table 1. Business hours are 5:30 a.m. to 5:30 p,m. Pacific Standard Time from Monday through
Friday, excluding Municipal Software Technical Support observed holidays. Only those statutory holidays that
coincide between Canada and the United States are observed by Municipal Software Technical Support. We
process requests in the order of their priority followed by order of submission.
What we will do if we don't hear back from you: If we don't hear back from you in ten business days, we will
close your support request and mark it as "Closed / No response from customer."
Resolution of Bug-Related Requests: We will keep your request open and follow up when a fix is available in a
production release. We will also contact you if we post an experimental build that will help with your problem.
What We Need to Help You
Municipal Software wants to be as responsive as possible to your support needs. To accomplish this goal, the
Municipal Software customer support staff relies on your knowledge, self-sufficiency, and thoroughness during the
troubleshooting process, You reap the benefits from this effort - it allows Municipal Software to focus on the
more difficult problems and make the product more robust. It also helps control the amount Municipal Software
charges for support,
. Knowledge: You should be experienced in the installation, operation, and maintenance of the hardware,
desktop. and network operating systems, and applications in your environment before you install
CityView.
. Self-sufficiency: We ask you to be as self-sufficient as possible when you encounter problems. You can
do this by referring to technical documentation for your environment and by searching the Municipal
Software Web site to determine if your issue is addressed before you submit it to our customer support
staff.
9/6/2006 2/4
10 J
II Municipal Software
. Complete information: As with any troubleshooting process, accurate and timely resolution depends on
information. When you request support, please fill in all relevant fields in the request form, provide a
detailed problem description, and attach any appropriate log files. Unfortunately, when the request
information is incomplete. it will take longer to resolve your issue.
. Preparation: If you call us for support, be prepared to provide the same ievel of information as is
requested on the request submission form. You can help reduce the time to resolution by completing the
online support request form and attaching fiies as directed. Then, simpiy provide us with the request
number when you call. We ask that you have immediate access to the computer(s) on which Municipal
Software products are running.
How to Access Support
Municipal Software offers several methods of accessing support described below. Please note that for Priority 1
(see Table 1) issues, customers are encouraged to submit their incident online and then follow up via Municipal
Software's toll-free phone number:
. Web Support (preferred method)
Our web portal. (www.municipalsoftware.com). provides resources for customer self-service. and is
comprised of an online searchable knowledgebase, downloadable updates, and a web-enabled CRM that
allows users to log new support incidents and check the status of previously submitted incidents on a 24 x
7 basis.
. Telephone Support
Teiephone technical support is available between the hours of 5:30 a.m. and 5:30 p.m. PST on regular
business days. Customers can contact us toll-free at 1.866.988.8324. Municipal Software technical
support will respond to telephone inquiries using the Service Level Agreement provided in Tabie 1 below.
. Email Support
Customers may request assistance from Municipal Software technicai support via email at
support@municipalsoftware.com. All email incident reports are iogged into the Municipal Software
support CRM database and are addressed based upon the priority of the issues. The response time
guidelines for support are provided in Table 1 below.
Feature Requests
If you come across an idea that you think might make a nice enhancement to CityView, your input is always
welcome. Please submit your suggestions through regular support channels. Unless additional information is
needed, you will not receive a personal response. Any suggestions for enhancements to CityView that you submit
will become the property of Municipal Software. Municipal Software may use this information for any Municipal
Software business purposes, without restriction, including for product support and development. Municipal
Software will not use information in a form that personally identifies you.
9/612006
3/4
10 J
II Municipal Software
Limitations
The following are not covered by Municipal Software's Standard Support Agreement, but may be available as
separate services on a time and materials basis:
a) Services required due to misuse of Municipal Software maintained software;
b) Services required due to software corrections, customizations, or modifications not developed by
Municipal Software;
c) Services required by the Customer to be performed by Municipal Software outside of Municipal
Software's regular business hours;
d) Services required to resolve or work-around problems that cannot be reproduced in Municipal Software's
support environment;
e) Services which relate to tasks other than maintenance of the Customer's existing implementation and
configuration of CityView, including but not limited to, enhancing or adapting CityView for specific
operating environments;
f) Services requested by the Customer to implement software updates provided by Municipal Software.
Table 1. Service level Agreement
* Response time targets are during business hours only.
Obtaining More Information
Information about our support programs may be obtained by contacting the Municipal Software sales team at
1.800.665.5647, or via email atsales@municipalsoftware.com.
9/6/2006
4/4
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Exhibit E
Municipal Software Acceptance Criteria
Acceptance criteria for each of four areas is contingent upon two requirements. First, that the functionality that is
demonstrated meets the County needs as outlined in the contract. Second, validation sessions to actually test some
specific cases. Narratives have been provided. Breaking down the test areas:
1. Testing of completed workflows: The County will run through a handful of completed existing application types
and their respective milestone processes as specified in the gap analysis. Testing Criteria on Page 2
2. Completing configurations from existing narratiye I design specs: Vendor project staff will run through the
configuration with the County on one or two nearly compieted workflows as chosen by the County as specified in
the gap analysis. Narratives have been provided. Testing Criteria on Page 2.
3, GIS: Demonstration of GiS Module abiiity to access relevant GIS data layers, context sensitive to address, for a
few County applications within existing completed workflows, Contractual GiS functionality and CDES GIS layers
are listed on pages 3 and 4,
4, Cashiering: Testing of cashiering functionality aiong the lines specified in the proof of concept section of the
contract. In some cases it can be tied in with item #1 testing by completing a payment, and some of the
contractual specified functionality will be examined separately. Cashiering functionality from the proof of concept
is on page 5.
Each member of the County core team will be asked to provide scoring feedback on the functionality demonstrations for
those areas of their expertise. Pass / Fail, with a brief explanation. For the actual testing during the validation sessions,
participating core team members will be asked to score individual test cases Pass / Fail, and provide screen shots of
errors encountered. Screenshots can be saved to Word documents, and/or emailedtoqarvmullee@collierqov.net
Municipal on Site Team:
Municipal Staff on Site
Testing Criteria
CATEGORY CAUSE ACTION
Passed No major problems identified (see below for examples of major Fix (or prepare a plan to fix)
(Approved for probiems). Minor probiem examples: mislabeled toolbar button or minor problems, review with
Distribution) plot axis; inconsistent screen capture in manual; or cannot print from Management, and then
tool bar but can usina menu. distribute.
Failed Anyone of the following: Fix problems. and then
resubmit software for
. Installation problems (some typical examples): acceptance testing.
. Install of desktop (smart client) would be handled by
customer
. Insufficient or incorrect installation procedure.
. Appiication fries placed into wrong directories.
. Software modifies the configuration or system files
without warning or backing up originals. Installing
Application Builder is not compatible with this
requirement
. No program icons or groups created (if appL).
. Cannot install on a non-C: drive (e.g., 0:). This
requirement may also not be met if automated
installs (Group Policy) are required, Would require
the creation of an MSI transform file.
lOJ
. 1 or 2 occurrences of General Protection Faults (GPFs) or
"infinite loops".
. Virus detected on the distributed disks.
. Frequent abnormal program exits through multiple event
sequences (e.g., memory limits, bad input).
. Non-standard, illogical Windows GUls (if Win app).
. Non-functioning icons or menu items (e.g" PRINT doesn't
work; inactive options aren't ghosted). Fine for CityView
platform but not handled like this at application level.
. Insufficient/inaccurate printed documentation (e.g" no
input/output views or descriptions of menu options),
. Insufficient/non-functioning on-line help, without backup
printed documentation, On-line help available for non-
customized parts only.
. Solved Example Problems (test cases): The creation of test
cases out of the functional specifications is the customer's
responsibility.
. Lack of examples or tutorial.
. Examples abort or documented results are not
obtained.
. Combination of several problems with user interface,
documentation, or on-line help.
. Unable to complete workflows requirements.
Contractual GIS Functionality
1. GIS System Interface
1,1 The system will integrate with the Collier County's GIS software application.
1,2 Capability of relating to the geographic elements of the database(s) maintained by a GIS system. This
system will provide users with the capability of seeing either tabuiar or graphic data information utilizing
Arc Map, version 8.2, by ESRL CityView 9 embeds the ESRI's ArcEngine and ArcReader
runtime components (ESRI versions 9.1 and 9.2), These components enable CityView 9 to
access a variety of mapping resources, CityView 9 does not interface directly with other
ESRI client products (such as ArcMap), but does allow access to the same mapping
resources that an ArcMap user would access. The CityView 9 GIS components meet the
GIS requirements outlined in the RFP and in the acceptance document, and does so in a
way that fits in with Collier County's existing ESRI infrastructure,
1.3 The system shall have the ability to do all functions of Geocoding as outlined by Collier County as it
relates to GIS and this new system, It shall also have the capability to do address matching and editing.
1.4 The system will integrate with Collier County's ESRI-based GIS. At a minimum the system will need to
support ESRI relates and joins to associate system attributes to corresponding spatial records. The
system must support not only ESRI-centric applications based on system data, but the ability to
integrate ESRI maps into the system interface,
GIS Layers for MapDrawer Functionality Testing
Description
10 -'
File Name
Source
Address Points
Census Block Groups with Population
Census Blocks with Population
Census Tracts with Population
City Boundaries
Coastal Control Lines - County
FEMA Flood Insurance Rate Maps 1996
Future Land Use
Land Use 1995
Land Use 2001
Planned Unit Developments
Zoning Districts
Fire Districts
AddressPoints
censusblockgrp
censusblock
censustract
city
cnty cnstrc
fema96
flu
Landuse95
Landuse01
pud
zoning
Fire Dist
CDES
GOES
CDES
GOES
GOES
GOES
CDES
GDES
GOES
COES
GDES
CDES
IT from Supervisor of Elections
Parcels
Subdivisions
parcels
subdivision_PAO
TAZ (Traffic Analysis Zone)
T:rrRANSfTRANSPLANNINGfTRAFFICANAL YSISZONEITRANS MPO_ Transportation
Address Points
Address Matchable Roads
Condo Units Table
Airport Noise Zone
AMU - Boundary
Artificial Reefs
Boat Speed Zones
Coastal Control Lines ~ County
Coastal Control Lines - State
Coastal High Hazard Area
Code Enforcement - Day boundaries
Code Enforcement - Env boundaries
Code Enforcement - Evening boundaries
Code Enforcement - Sign boundaries
Code Enforcement - Weekend boundaries
Eagle nest locations 2002
FEMA - 96
FEMA - Proposed 03
Fire Districts
Future Land Use
Traffic - Traffic Congestion Boundary
Future Pop by Planning Comunitites
Immokalee Area
Land Use - 01 FLUCC
Land use Tables
Libraries
Lidar - East County from Army Corps
Monuments - fdep along shore
Monuments. elevation in estates
NRPA - National Resource Protection Area
National Wetlands Inventory
Panther Locations
Planning Communities
Pre-Apps
PUO's
Rural Fringe
Rural Lands
Sewer Service Areas
Soils
Street Centerline
Turtle Nest Locations
Units and Tracts in Estates
Water Service Area
Windzones - Construction
Zip Codes
Zoning
Wellfields
T/COES/Oata/addrss/
T/COES/Oata/addrssl
T:lCDES/Data/addrss/
GOES SOE
T/GOES/Oata/AMUI
T/GOES/Envir
T:/C OES/Envir/ldleZones/
T:/CDES/Oatal County coastal.shp
T/COES/Oata/ State coastal.shp
COES SOE
COES SDE
COES SOE
COES SOE
GOES SOE
GOES SOE
GOES SDE
COES SOE
T/COES/Oata/FEMA 9 03/
T/COES/Oatal Fire Districts.shp
GOES SOE & T:/CDES/Oata/FLUI
T:/CDES/Data/FLUI
T/GOES/Oatal Comun fut pop.shp
T/GDES/Data/ immok.cov
T:/CDES/Oata/LU 01 LUjoined.shp
~:/COES/Data/LU flxjoin1,2,3
T:/CDES/Datal Library.shp
T/GDES/Data
COES SDE
T/GOESlDatal
COES SDE
GOES SOE
T:/GDES/Data
T/GOESlData/ Plan Comun.shp
GOES SOE
COES SOE & T:/GDES/Oala/PUOI
COES SOE
T/COES/RuraILandsl
COES SDE
COES SDE
T/COES/Datal roads.cov or In addresspt PGOB
COES SOE
COES SOE
COES SOE
GOES SOE & T/COES/Oata/ wlndzone.cov
T/CDESlData/ Zip.cov
COES SOE & T/GDES/Data/zoning/
T:!GOES/Oata/ wellfields.shp
COES
GOES
COES
GOES
Planning
Natural Resources
Natural Resources
GOES
GOES
GOES
COES
GOES
GOES
GOES
GOES
GOES
COES
GOES
GOES
GOES
Planning
COES
COES
COES
COES
GOES
GOES
GOES
GOES
Natural Resources
GOES
Natural Resources
GOES
GOES
COES
GOES
Natural Resources
GOES -FAH rev 9/05/05
Ca
10
,
Cash Management Functionality per Contract
. Capture payment and billing information and display escrow account balances in real.time. Allow the various forms of payment methods,
including cash, escrow deduction, check, waivers/deferrals, IGC transfers, and credit cards (for express permits only).
. Users must be able to calculate impact and permit fees in different areas of the review process, and create payment slips to present to the
cashiering staff. Payment methods include checks, cash, and transfers for IGCs, DCAs, and COAs.
. Credit cards will be accepted for a select group of express permits only and all Rental Registrations. Cashiers must be able to generate a
receipt, the permit and an inspection card.
. Payment slips: All fee entries that generate a payment slip are required to provide user's name per line item. Changes to payment slip are
required to give last user's name on payment slip.
. Official Receipts: Official Receipt will have TWO names: the users that entered fees to create payment slips or invoices, and the cashier that
processed receipt. This requirement is necessary to record and track all users that enter, change, delete or modify payment slips. Usernames
and password security will be required to allow only authorized staff to perform these functions.
. The system must include the ability to associate all monies collected with the County's general ledger accounting codes. Cashiers must be
able to create a transaction report to balance their cash drawer. Next the supervisor must be able to complete the daily closing reports, create
the GL Extract file, balance the days work and send the GL Extract file through an automated FTP and transactional Interface with Clerk of
Courts finance system, SAP. This process is required daily for three cash locations. The system must be able to add additional cash locations.
The application should be able to confirm that the daily interface with the SAP FTP site was successful.
. Ability to monitor refunds and partial refunds, utilizing status of receipts.
. Comment area for description and detail.
. Ability to run reports for status of receipts (transactions) for refunds.
Reporting capabilities to include:
. Daily Transaction Report, for each cashier, totals for cash, checks, grand transactions totals and Number of transactions per cashier per day
report. (see example report CDPR1101)
. Payment Summary by Fee Codes. (See example report CDPR1104)
. General Ledger Account Report (AKA) General Ledger Fee Summary Report (see report CDPR11 06)
. Maintenance tables must be access restricted by password. The system must provide the ability for users to add, edit, activate, deactivate,
and delete (to achieve) all fee codes, access details such as associated dollar amounts for fee codes, GL accounts, fee types, and status in
the system. Provide the following information: last update date, last user name, previous update, and previous user update. Provide reporting
capability similar to the current system reports that sort by fee code GL Account.
. Reports from maintenance tables for Cash Management.
. Fee Code Reports (Ability to sort by fee code or General Ledger Accounts).
. Fee calculation capabilities must be provided by the system for assessing and collecting the County's non-residential and residential land
development. A sample of the fee types include; development request, impact, permit, certificates, licensing, report generation, surcharges,
utilities related charges, late fees and fines.
. Integration with many peripherals including credit card processing, cash drawers, check verification using system generated unique numbers
for control purposes, and others.
10 -'
Exhibit F
Key Personnel
Name
Title
David Gray
Rick Booth
Lead Project Manager
Susan McCormick,
Business/Systems Analyst
PreBuilt Program Manager
Senior Application Developer
Infrastructure Specialist
Vince Liderth
Robin Gwynne
David Hartman
Quality Assurance Team Lead
Eric Lott
Training Manager
Dorinda Youdell
Trainer
10J
Exhibit G
Appendix C - IT Department Standard and Operating Procedures
Technical Architectural, Compatibility and Supportability Requirements Document (TACS)
Required Contract Items:
Any IT asset (hardware, software, service) vendor shall agree to the following criteria within a contract or by written
acknowledgement before installation of any IT Asset will be accepted by Collier County and allowed to connect to the
Agency Network.
RC1.01.
RC1.02.
RC1.03.
RC1.04.
RC1.05.
RC1.06.
RC1.07.
RC1.08.
RC1.09.
All software application vendors are required to notify Collier County when new releases become available and
when current releases are no longer supported.
The vendor must submit any applicable license agreements for any proposed elements including a description
of the licensing model, and list prices for all license types and whether or not custom licensing arrangements
are available.
The vendor must submit any applicable maintenance agreements for any proposed elements including a
description of the maintenance plan, software upgrade policies and exclusions, and list prices for all
maintenance agreement types and whether or not custom maintenance agreements are available.
The supplier of any HIPAA related software applications must provide guidance on HIPAA compliant
implementation requirements.
All software must comply with all Federal, State and Local regulations.
A minimum of Fiftoen (15) minHtes offinishod video training m3ton31 to be presentoE! "on demand" mHst De
quoted as p3rt of the 3cquisition cost. Not applicable to this contract.
Training must be scheduled at least forty-five (45) days in advance to ensure training room availability since
multiple implementations are occurring. Training materials, curriculum to be covered and identification of
which Collier employees should attend must be provided thirty (30) days in advance of scheduled training.
Any training courses that require use of data, data should be installed and tested prior to the scheduled
training date. Training for this contract shall be built into the implementation schedule.
Suppliers shall notify the IT Department contact named in the maintenance agreement in writing (email is
acceptable if acknowledged) 24 hours in advance of any required remote access. Included in this request
must be a detailed work plan with actions that will be taken at the time of access. This applies to post-
implementation for upgrades, defect fixes and/or configuration changes. The IT Department follows the ITIL
framework for change management.
Oeliverables for Database:
. Vendor must provide scripts in order to recreate database schemas, stored procedures and etc.
. Database schema with a data dictionary detailing all entities and attributes.
. Recommended practices document for support and maintenance of the database.
RC1.10. Any vulnerabilities or exploits discovered by the vendor or others for the proposed application must be reported to
Collier County Government immediately with a proposed mitigation strategy.
RC1.11. All vendor access will be done via named account VPN access only. All access must comply with current published
County Manager Agency (CMA) policies. Current policies that apply are CMA 5402 and CMA 5403, CMA
5405.
10 ~
· The candidate software application proposal must include a hardware topology and recommended hardware
configurations.
o Deliverables:
. Full installation documentation (workstation and server)
. Established maintenance routines and procedures must be included with the delivery of the
proposed application
RC1.12. All software upgrades, fixes and/or changes required by the selected vendor must be installed on a
Collier County Standard test environment and certified by the project team prior to moving into a
production environment; currently this is a Microsoft environment.
RC1.13. The supplier shall attest in writing that they shall support all Microsoft security patches and updates
within fifteen (15) days of release.
RC1.14. Software vendors will acknowledge in writing prior to selection, that Collier County Government will own
any and all data and the database that data resides on.
RC1.15. All software applications submitted to Collier County Government are required to submit the following
documentation if short listed for the final selection process. Documentation must be in electronic format
(preferred in MS Word or PDF). Documentation is required to be updated with a new versions or
upgrades. Collier County reserves the right to copy documentation for internal use only. The number of
copies of all documentation must correspond with the number of bound responses requested during the
Request for Proposal (RFP) Process.
o Documentation:
. End-User training documentation
. Administration documentation
. Installation documentation
. Maintenance documentation
. Disaster recovery documentation
. Procedures specific to the application
. Information Flow Diagram of Application upon completion of project
RC1.16.
The vendor shall provide training in the operation and maintenance of the system for the County's
Information Technology support staff. Training shall cover the fundamental design of the software and
the mechanics of the operating program. Training shall be structured such that designated trainees will
understand the operation, maintenance, backups, security and the database of the system.
Appendix "A" Proof of Concept for Addressing.
Appendix "8" Application Silent Installation Proof of Concept
RC1.17.
RC1.18.
10 J
Exhibit H
CityView Implementation Schedule
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Ii Municipal Software
2043 Grovf:: Street, Denver, CO 80211 US!\
roll--Fr(-oc: 1.800.665.5647 I Tel: (250) ,-P5660D I Fax \3(3) '::33A682
IlracJlwJ ~)yrnbol: I'SX-V::'i'J7
Collier County, Florida
Title: New Divisional Software System
Community Development & Environmental Services
RFP #06-3962
Vendor Name: Municipal Software Corporation
Opening Date: Friday, May 26 at 3pm, Eastern Daylight Time
Authorized Sig natu re ____________________________
lain McLean, CEO
Date _________________
Telephone: (250) 475.6600
F:lY' (~n:?! 4~~ 4hR?
property infolTll<ltion I per!Tiit~, & inspections I planning
wde ellfofccrnent IIICensin9 I c<lshier:nq 1 <lpplic0!iol1 builder
10
,
Proposer Profile
Executive Summary
We are very pleased to provide Collier County, Florida with the following proposal for your Community
Developmenf Software Program. Municipal Software was pleased to be short-listed in your original RFP
in 2003. Based, in part, on our experience with you in that submission we took steps to make important
improvements in the company's product offering, which our new submission reflects.
The feedback you provided in 2003 suggested that our offering 1) relied too heavily upon
customization, 2) left some concerns regarding our implementation planning capabilities and 3)
needed improvements to the financial/cashiering intertace.
The CityView Product offering today represents significant enhancements that address those issues
while improvements have continued in the overall CityView solution. We have developed a "PreBuilt"
based product solution, we have invested in our implementation capabilities (as evidenced by the
successful completion of complex projects with the City of Miami and the City of San Mateo ICA) and
ensured seamless integration at the intertace between cashiering and financial in CityView itself. Some
details of these changes and improvements are provided below:
We are ready to provide Collier County with exceptional service and an outstanding solution to your
growth needs. We look forward to further discussion of how Municipal Software and the CityView
product can meet your requirements.
Out-of-the Box Solutions
Over the last 18 months, we have been selling and implementing CityView PreBuilt solutions. CityView
PreBuilts are out-of-the-box software solutions that have been created to meet the demands of
automation in local government. They include forms, reports, and automation to manage Permits and
Inspections, Code Enforcement, Planning, Licensing, Cashiering, and Property Information. Municipal
Software has 24 years of experience with the business processes of leading jurisdictions across North
America. As a result, CityView PreBuilts are designed to meet the highest standards.
A unique aspect of the CityView PreBuilts is their flexibility, allowing them to more accurately match your
short term and existing process flow and functional requirements. This proposal also includes CityView
Application Builder, which is a development tool that allows the CityView PreBuilts to be configured and
adapted, when and where that might be required, protecting your investment for the long-term.
City View, through its suite of PreBuilts and Application Builder products, combines the ease of
implementation of an off-the-shelf product with the ability to tailor the software to create a customized
solution to meet your user's unique requirements. We recommend you implement all six CityView
PreBuilts, which we will configure where necessary to meet your current functional requirements. We
also recommend the implementation of the Application Builder, giving you the freedom of choice to
make future changes with in-house staff without incurring the additional expense of customization
services from a vendor (although we'd welcome future customization services).
Uoaradeable
Another unique aspect of the CityView solution is our upgrade policy. Municipal provides free upgrades
to our CityView clients as part of the Annual Software Maintenance fee. As technology advances
(alongside your ever changing needs), new versions of City View will be provided to you at no cost,
allowing you to constantly provide up-to-date technology to your users and citizens without the costly
approach of replacing the software. These upgrades are done in a method that allows the customized
and configured portions of the application, as well as the data, to remain unchanged while
2
improvements are made to the product plattorm. This provides signiticant. long-term return on 10 J
investment.
ImDlementation EXDerlise
Incorporating the CityView PreBuilts significantly shortens implementation times. In the case ot Collier
County. some of the functional requirements demand customization in order to match all of the
functional requirements. While this does lengthen the implementation time, incorporating the out-of-
the-box functionality of the PreBuilts wherever possible will result in a faster implementation than a
customized solution would be able to provide.
We have made large investments over the past 12 months in our Client Services department, both in
staffing as well as process improvements. We now incorporate a very thorough approach to
implementation, ensuring that the product that ultimately gets delivered will match your expectations.
This proposal includes a detailed look at our implementation process, the key staff incorporated in the
process and the required tasks to help you achieve a go live date that is timely and successful.
Financiallntearation
The CityView Cashiering PreBuilt incorporates the ability to integrate with a variety of financial
applications. In addition to the inherent abilities ot the Cashiering PreBuilt, we have teamed with Data
Transfer Solutions in Orlando, FL to assist in the integration with your SAP system. Data Transfer Solutions
has current experience within Collier County's IT Department and has recently performed integrations
with your SAP system in both the Transportation and Public Works departments. We tee I that their
current knowledge lowers any integration risks for both Municipal Software as well as Collier County.
Our CityView solution provides superior tunctionality, complete control and tlexibility, an easy-to-use
interface and ultimately a lower total cost ot ownership than other software on the market.
Alter reviewing your requirements in detail, we teel contident in proposing the CityView solution. We
compared the functionality of the PreBuilts to the requirements of this RFP to develop the scope of the
customization plan. We used this to determine the total cost of your implementation services and
training. We firmly believe the combination will provide you with a comprehensive solution in the
quickest time possible at an optimum price.
With the CityView PreBuilts, our recommended solution has the following additional key strengths:
1) While some municipalities (Miami. Charlotte) have implemented a browser-based solution with
earlier versions ot CityView, our newer thin, smart client technology allows you to implement a
workstation based, desktop client solution that provides a richer user experience over low
bandwidth in a network situation.
2) Remote Access. CityView technology offers a wide range of options to get your inspectors into
the field, ranging from: real-time wireless access, as used in the City of Miami. database
replication and synchronization as implemented in Huntington Beach, California, and CityVlew's
new ability to operate in a disconnected mode (recommended) with selected, active data
base access.
3) Significant cost-saving potential through the CityView Public Portal. It offers unlimited anonymous
access to information and services exposed through the Web (Internet and Intranet) to both
public and internal users.
4) Easy customization by County staff. CityView Application Builder is a powerful development tool
which empowers you to create or modify your own applications without the vendor. The
possibilities are truly endless.
3
5) Open integration. CityView PreBuilts can work together as an enterprise solution and can alsol0
work with outside systems, so meeting your needs tor integration with GIS, the tinancial SAP "
system, Document Management systems, e-payment applications, and remote technologies.
6) Full report writing and design capabilities using CityView's reporting tool and report creation
wizard.
,
7) Cutting edge technology. CityView is continually updated with the latest technology, without
attecting changes the County might have made to the system. These upgrades are included at
no charge as part of our Annual Sottware Maintenance tee. The County will never be required
to repurchase any new release. upgrade or version ot the sottware.
8) Lowered total cost of ownership. Since you can turn a static piece ot sottware into a fluid piece
of software, you are never bound by a purchase made years ago. And because you can
create your own applications you do not need to re-purchase software every few years. This
saves you money.
9) Increased revenue. Thanks to correct data entry and automated fee calculations provided
through CityView's powerful FlexFee system, you will collect the proper revenue.
This document describes our proposed approach to completing the work within the timeframe
specified. In this proposal we will provide you with an in-depth understanding ot what you can do with
the complete CityView solution, how we will install and support CityView and how we can partner with
you tor years to come. This proposal is valid for 120 days from the submission date.
Once again. thank you for the opportunity to respond! If you have any questions please do not hesitate
to contact:
Woody Jackson
Municipal Software Corporation
Telephone: 1.800.665.5647 ext 250
wiackson@municipalsoftware.com
4
10 J
Table of Contents
Community Development & Environmental Services
Request for Proposal
I. INTRODUCTION..................................................... ..........................................................................................................................8
1.1 CD & ES DEPARTMENTAL DESCRIPTIONS .............................................................................. .........................................................9
Code Enforcement Department .............. ................................ ........................ ................9
Building Review and Permitting Department .................... ....................... ............................ ......................................... ............9
Comprehensive Planning Department ............................ ...................... ............. ............................................ .. ...............9
Zoning and Land Development Review Department . ......................................... ...................................... ..........9
Environmental Services Department............ ....................... ....................... .............. .................. ..................9
Engineering Department............................ ......... .................. ............................................................ .................................. .....10
Operations Support and Housing Department ..................... ...................... ............... ....................... ................... ....10
COLLIER COUNTY DEVELOPMENT SERVICES SySTEMS....................... ....................................................... ...................................11
1.2 SCOPE OF SFR VICFS .............................................................................................................................. .......................................... 12
1.3 DEFIN ITION OF TERMS......................................................................................................................... ........................................... 13
II. GENERAL CONDITIONS AND INSTRUCTIONS .....................................................................................................................15
PROPOSAL S UBM ISS ION: .............................................................................................................................. ......................................... 16
PRINCIPALS / COLU JSION: .............................................................................................................................. ......................... ............. 16
PROPOSAL WITHDRA W AL: .............................................................................................................................. ..................................... 16
PROPOSER'S CERTIFICATION: ............................................................................................................................... ................................ 16
EXCEPTIONS TO INS TRUCTIONS OR CON DmONS: ......................................................................................................................... ........ 16
V AR lANCES: .............................................................................................................................. ........................................................... I 7
LAWS AND REGULATIONS: ............................. .......... ............................................................................................................................ 17
INSlI RANCE COSTS: ................................................................................................................................. ............................................. 17
TAXES: ...................................................... ............................................................................................................................... .... 17
TERMS: ................................................................................................................................... ............................................................. 17
IN VOICES: ................. ......... ................................................................................................................................... ............................... 17
EXPENSES INCURRED IN PREPARATION OF PROPOSAl.: ........................................................................................................................17
N ON-ApPROPRIATION OF Fu NDS:.......................................................................................................................... ............................... 17
TmMINAI'ION: ............................................................................................................................. ... ..................................................... 17
CONTRACT TIME AND LIQUIDATED DAMAGES: ..................................... ....................................................................18
LiA m I ITY: ....................... ........................................................................... ................. ..................................................................... I 8
Qu AUFIC ATION OF PROPOSERS: .............................................................................................................................. ............................ 18
Ass IGN M liNT: ................................................................................................................................... ................................................... 18
A WARD CI IAI.LENGE:............................................................... ............................................................................................................ 18
LOBB Y ING: ............................................................................................................ ........... .................................................................... 18
SINGLE PROPOSAL: ............................... ...... ....... ....... ....... ................................... ... ................................................................ 18
SIGN AIU RE OF PROPOSER: ............................................................................................................................................. ...................... 18
1NTERPRIcTAIION OF PROPOSAL DOCUMIcNTS AND INVESTIGATION OF PROJECT: ................................................................................ 19
Ru IcCTION OR Accr:PTANCIc OF PROPOSALS:...................................................................................................... ................................. 1 9
5
~~~~~~~I~~~~~~~~~~~ .~F.TH.F~~lJ~~~:.:::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::.::::::::::::::::::::::::::::::::::::::::::::::::::1: ~ .,
pu 81IC ENTITY CR IME:.......................................................................................................................... .............. ............................ I 9
PROHl81TtON m GIHS TO COUNTY EMPLOYEES: ..............................................................................................................................19
EVALUATION AND SELECTION PROCEDURE............................................................................................................ ...............21
Ill. VENDOR INFORMATION ...........................................................................................................................................................23
III. I V EN DOR INFORMATtON .............................................................................................................................. .................................24
Technical Questions .................... ......................... .......................................... ................ ............. 33
111.2 PROPOSAl. Qu I ,STtONNAI RE .............................................................................................................................. .........................45
III. 3 SUPPLEMENTAL INFORMATION ... .............................................................................................................................. .............58
IV. GRADING CRITERIA AND POINT ASSIGNMENT DESCRIPTlON....................................................................................59
I V. 1 PI lASE I ...................................................................................................... .............................. ............................................60
A. Completeness of Application ............ ... ......... .............................................................. ..............60
B. Coverage of Core Functionality Needs ....... ....................................... ............. ............ .....................60
I V.2 PHASE 2 ......... ........................................................ ............................ ......................................................... 61
a. Functionality Selection Criteria 20 points .............. ...................... .............. ........ .....61
h. Vendor Relationship 10 points.. . ................................ ............ ...................... ......61
c. Other Jurisdictional References 10 points ................ ...................... . ............................ ...61
d. Cost 10 points... ........................................... ................ ............ ........... ...............61
~~ 1O~~ ............................~
f Compliance with Technical Requirements 10 points ......................... ........................................ ..61
h. Required Proof of Concept Demonstration 30 points.. ........... ............ ..... ........ ............. ..........61
V. FUNCTIONALITY - SELECTION CRITERIA WORKSHEETS .............................................................................................62
FUNCTIONALITY - SELECTION CR ITER IA W OR KSH EETS ..................................................................................................... ................63
V. 1 CODE ENEORC EMENT ................................................... ............................................................................................................... 65
V.2 BUI LIlING RI:vl EW AN 0 PERM ITTING ........................ ....................................................................................................... 73
V.3 CON IRACTOR' S LiCENSiNG...................................................................................................................... .....................................94
V.4 COM PREHENSIVE PLAN N ING .............................................................................................................................. ....................... 104
V.5 ZONING AND LAND DEVELOPMENT REViEW.... ...................................................................109
V.6 ENV IRONMENTAL ................................................ ............................................................................................................. .... 118
V.7 ENG IN EERING .............................................................................................................................. ............................................. 123
V.8 PU D MONITORING..................................................................................................................... ................................................ 128
V.9 OPERATIONS SUPPORT AND HOUSING ........ ...................................... .........................131
V. lOG EN ERAI. REQU I RIMENTS....................................................................................................................... ................................. 133
V. I I SYSTEMS ADM IN IS TRATION .............................................................................................................................. ...................... 134
VI. TECHNICAL SPECIFICATIONS ..............................................................................................................................................138
VI.I BCC NETWORK TECHNICAL. SPECiFICATIONS................... ........... .......................... ...............138
General: . ............................... ................ ......................... ....... .......... ....138
VII. SYSTEM COST REQUIREMENTS..........................................................................................................................................143
VII.I SYSTEM COSI REQUIREMENTS INTRODUCTION ................................................................................................................144
VI1.2 SUMMARY TOTAL FOR SOFTWARE, HARDWARE, PROFESSIONAL SERVICES. .......................................145
VI1.3 LICENSING FEES BY MODULE .................................................................................146
V 11.4 HARDWARE COSTS......................................................................................................................... ......................................... 147
VII. 5 ESTIMATED VENDOR HOURS......................................................................................................................... ........................ 148
V II. 6 TRAIN ING COSTS......................................................................................................................... .......................... ............. 149
V II. 7 TRAVEL AND OTHER COSTS......................................................................................................................... .............. .......... 150
V II. 8 ADDITIONAL SOFTWARE COSTS ................ ................................................................................................................ ........ 15 I
V II. 9 PROFESSIONAL SERVICES . .............................................................................................................................. ........ 152
VIII. REQUIRED PROOF OF CONCEPT DEMONSTRATION ..................................................................................................153
Proof of Concept Testing ............. .................................................. ................................................. ....... ......154
Hardware Requirements........ ................................................... ...................................... ........... ........ 154
Data Requirements.. .......... ..................................... ....... ...154
Proof of Concept Script and Milestones .................................. ........... ......................... ............... ...155
ProofofConceptScript ............................ ... .............................. ........................ ....... ...155
VIllI. APPENDICES ...........................................................................................................................................................................167
ApPENDIX A: STATEMENT OE LiTIGATtON ................. ... ... ..... ..............................................168
6
ApPENDIX B: FEES & REFERENCES ...................................................................................................................................................1$ 0 J
ApPENDIX C: PROPOSER QUALIFICATION FORM ................................................................................................................................1 Jl ,",
ApPENDIX D: INSURANCE REQUIREMENTS CERTIFICATION ............................................................................................................... 172
ApPENDIX E: PROPOSER'S CHECK LIST........................................................................................................................... ................ .... 175
ApPENDIX F: PROPOSER'S DECLARATION STATEMENT..................................................................................................................... 176
ApPENDIX G: CONFLICT OF INTEREST STATEMENT..................................................................................................................... ....... 179
ApPENDIX H: REPORT REQu IREMENTS .............................................................................................................................. ............... 180
ApPENDIX I: LAND USE AND PERMITTING SYSTEM PRE-PRODUCTION TESTING SPECIFlCATIONS......................................................190
ApPENDIX J: NON- PROPOSER RESPONSE............................................. .... .... .......... ............ ............. ... .................................................2 14
APPENDIX K through M: Additional Proposer Information... ... ...... ... ............ ............ ...... ............ ...... ...... .....208 - 250
7
l"4II
10 J
I. Introduction
8
1.1 CD & ES Departmental Descriptions
10 J
Collier County's Community Development and Environmental Services Division (CDES) is the county's
premier public service organization charged with the responsibility of overseeing the development,
enhancement, and preservation of communities and neighborhoods.
Our mission includes:
. Ensuring effective growth management of communities and neighborhoods throughout Collier
County.
. The enforcement of the Collier County Land Development Code, community character and
development standards.
. Certifying compliance of construction standards.
. Preserving and protecting wildlife and habitat.
. Providing opportunities for affordable housing.
In the pursuit of these goals, CDES has seven distinct Departments:
Code Enforcement Department
Enforces compliance with regulations identified within Collier County Ordinances and Land Development
Code. Issues notices of violation and brings cases to the Special Master Hearing Officer and Code
Enforcement Board. Common violations include such items as illegal structures and/or land uses, housing
violations, weed control, illegal signs, etc. In addition, responsible for regulation of vehicle for hire and
rental registrations processes.
Building Review and Permitting Department
Insures compliance with County, State and Federal related building codes and regulations. This department
manages the review and approval process for building permits, conducts related trade inspections to issued
permits and issues certificates of occupancy. In addition, conducts approval and issuance of all contractors
licensing within Collier County.
Comprehensive Planning Department
This department consists of two main sections; Comprehensive Planning and Community Planning &
Redevelopment. Managed by the Comprehensive Planning section are items such as the implementation of
the Future Land Use Element, Rural Fringe & Eastern Lands Amendments, Capital Improvements Element,
Conservation and Coastal Management Element and Public Utilities Element of the Collier County Growth
Management Plan which is the comprehensive long range plan required by State of Florida. In addition,
conducts comprehensive plan consistency reviews for all land use petitions. Managed by the Community
Planning & Redevelopment section are items such as transfer of development rights, master plan and
overlay studies and also provides all population, demographic and economic information.
Zoning and Land Development Review Department
Responsible for Site Development Plan review; Planned Unit Development (PUD) review and approval;
Land Use Petitions (Zoning, Conditional Use, Variances, etc) review and approval and Architectural and
Landscape Plan review and approvals. In addition, responsible for controlling the interpretation and
application of the Collier County Land Development Code and the related amendment processes.
Environmental Services Department
Consists of three main sections; Natural Resources section, which covers areas such as artificial reef
construction and Natural Resource Area management, the Environmental Review section, which is
responsible for areas such as Environmental Impact Statements for Site Development and Land Use Petition
reviews. Third, Conservation Collier is the County's land acquisition program designed to purchase
environmental lands.
9
1n
Engineering Department ",. ",
Conducts project engineering reviews and engineering inspections. Project review and approval includes
such areas as water management, utilities and infrastructure, blasting permits, well drilling permits,
excavation permits, and conveyance of utilities. Engineering Inspections include such items as utility
turnovers, subdivision inspections, compliance inspections, and site development and improvement
inspections.
,
,
Operations Support and Housing Department
The Housing section of this department leads the County's affordable housing efforts, with federal grant
programs such as CDBG and HOME, and through the State Housing Initiative Partnership. County wide
Impact Fee Administration resides in this department. Operations Support and Housing also encompasses
CDES's financial management, Cashiering, GIS, Mapping, Addressing, Utility Franchise, and Records
sections.
Furthermore, CDES works closely with a variety of County Boards and Councils, including:
. Board of County Commissioners
. Collier County Planning Commission
. Environmental Advisory Council
. Code Enforcement Board
. Contractor Licensing Board
. Affordable Housing Commission
. Economic Development Council
. Water/Wastewater Authority
. Development Services Advisory Committee
. Conservation Collier Land Acquisition Advisory Committee
The remainder of this page is intentionally left blank.
10
Collier County Development Services Systems
1"
'v
,
Reviewers
Land Use
Zoning
CODcurrency
Transportation
Enforcers
Outside
Ag,n\
DcpUDiv
D'PfiY
Growth Mngmt.
,Future Land Use
Zoning
DR!
Re-Zone
Transportation
Planning
Operations
StormWllter
Outside
Agencies
Site
Inspections
(Eogiileel"i~g,
Outsidl;l
Agencies
()ubiid~A~encies
1I..llb Dept.
$t;b99IJ>>idrid
ACOE
SFWMD
FDOT
;;
'0
..
.
.
a
a
.
u
Commonalities
Finance
GIS
Enterprise Content Management
(Document Mgt, Work Flow Mgt)
DeDsrtmentlDivision
Comprehensive Planning ~ GMP
Zoning & Land Development
Engineering Services
Natural Resources/Environmental
Building Review & Permitting
Fire District Review
Utilities Operations
Operation Support
Transportation
Code Enforcement
(March, 2006)
II
;I'J ^ ~,
Ii}
The Community Development and Environmental Services Division (CD&ES) of the Board of Collier
County Commissioners desires to elicit proposals for an integrated modular type software application with an
open platform standard to support and manage its land use and building permitting activities.
CD&ES is looking for a vendor who has the ability and the product that can accommodate its business
needs for the next decade or longer. It is the intent of this RFP to maximize efficiencies by procuring an
integrated system that can function as an 'off the sheW product which incorporates best practices but provides
the option for CD&ES to change the configuration of processes if there is a future business or legal requirement
without changes to the source code. The system must allow all CD&ES departments to be able to access
information through a centralized MSSQL database.
The system proposed by a vendor must have the capability to integrate or interface with GIS, SAP,
electronic document imaging systems, an IVR, provide interfaces to the web, wireless access for permit
inspections, provide open APIs, feature on-line help, furnish system documentation, support electronic plan
reviews, and meet government tinancial standards. The integration with GIS must be advanced to the point
where specific fields in the proposed system will auto-populate from GIS layers in order to take advantage of
the existing information in the GIS database. At the minimum for all other software, the system must allow the
creation oflinks in the proposed systems GUI to enable the user to access these and other programs.
Collier County requires that the vendor must perform, but not limited to, the following timctions: all
required configuration work to enable the software application to function as required by Collier County, all
database conversion scripting, supply management reports for tracking applications moving through the system,
and print any documents that are dictated by business processes.
The vendor will be required to migrate all of the CD&ES business processes and data from the current
land use and permitting system, which is a thick client application with a MSSQL database. There are 370
active users, 200 of which may be logged into the system simultaneously. During the 2004 calendar year the
system handled 34,000 permits, 243,000 inspections, 1750 land development application requests and 15,600
code enforcement cases. The database is approximately 12 gigabytes in size. CD&ES also created several
smaller access databases to help facilitate their business needs.
It is expected that the vendor shall provide all labor and materials necessary to furnish and install a software
system that will enable the collection and retention of information throughout the entire life cycle of land
development, building, and code enforcement projects/cases.
I.2 Scope of Services
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12
, 1
1.3 Definition of Terms
10 J
"",;..,. "'"
ACOE Armv Corns of En~ineers
ADT Average Daily Trips
AHDB Affordable Housing Density Bonus
AIMS Agency Issue Management System.
ALF Assisted Living Facility
APFC Adequate Public Facilities Certificate
ASTM American Society for Testing and Materials
AUIR Annual Update and Inventory Report
BOA Collier County Building Board of Adjustments and Appeals
BCC Collier County Board of County Commissioners
BZA Collier County Board of Zoning Appeals
CCPC Collier County Planning Commission
CDES Community Development and Environmental Services Division
CEB Code Enforcement Board
CFR Code of Federal Register
CLB Contractor's License Board
CMA County Manager's Agency
C.O. Certificate of Occupancy
C.O.A Certificate of Adequate Facilities
CPRC Commercial Plan Review Coordinator
CSP Conceptual Site Plan
CSR Customer Service Representative
DBH Diameter at Breast Height
DCA Developer's Credit Agreement
DEP Department of Environmental Protection
DO Development Order
DRI Development of Regional Impact
DSAC Development Services Advisory Committee
EAC Collier County Environmental Advisory Council
EDC Economic Development Council
EIS Environmental Impact Statement
FAC Florida Administrative Code
FAR Floor Area Ratio
FBC Florida Building Code
FCC Federal Census Code
FDEP Florida Department of Environmental Protection
FOOT Florida Department of Transportation
FEMA Federal Emergency Management Agency
FIRM Flood Insurance Rate Map
FIS Flood insurance study
FLDO Final Local Development Order
FMS Financial Management System
FPCS Final Permit Customer Service
F.S.lFla. State Florida Statues
FSP Final Subdivision Plat
FTP File Transfer Protocol
GIS Geographical Information Systems
GL General Ledger
GMP Collier County Growth Management Plan
13
HVAC Heating, VentHation, & Air Conditioning
IGC Inter Government Charge
IVR Inter-active Voice Response
LDC Collier County Land Development Code
LOS Level of Service
NAICS North American Industry Classification System
NGVD National Geodetic Vertical Datum
NIM Neighborhood Infonnation Meeting to be held by the agent/owner
NOAA National Oceanic and Atmospheric Administration
NOC Notice of Commencement
NOH Notice of Hearing
NRPA Natural Resource Protection Area
OSM Office of Special Master
PC Planning Commission
PPL Subdivision Plat and Construction Plans
PPT Pennit Planning Technician
PT Permit Technician
PSP Preliminary Subdivision Plat
PUD Planned Unit Development
PVAC Public Vehicle Advisory Committee
RFMU Rural Fringe Mixed-Use
RFP Request For Proposal
RLSA Rural Lands Stewardship Area
ROW Right-of-Way
RPRC Residential Plan Review Coordinator
SAP Systems Application Project - automated financial management system
SBR School Board Review
SDP Site Development Plan
SIP Site Improvement Plan
SLOSH Sea, Lake, and Overland Surge from Hurricane
SFWMD South Florida Water Management District
TDR Transfer of Development Rights
Time Tracker Computer program designed to track the employee's daily activities,
Traci Tracking program used for employees to sign in/out and location
TUG Temporary Underground
VFH Vehicle For Hire
WebXtender Computer software used to view scanned documents and plans.
WWP Work Without Permit
ZDPT Zoning Department Planning Technician
In '
U <j
The remainder of this page is intentionally left blank.
14
10 J
II. General Conditions and Instructions
15
Proposal submission: 1 q i
The proposal shall be deemed an offer to provide services to Collier County. In submitting a propo J; 'he'
proposer declares that he understands and agrees to abide by all specifications, provisions, terms and conditions
of same, and all ordinances and policies of Collier County. The proposer agrees that if the contract is awarded
to him, he will perform the work in accordance with the provisions, terms and conditions ofthe contract.
The proposer shall submit the original properly signed in blue ink and clearly marked "Original", and ten (10)
copies of the proposal to the Purchasing Director in a sealed envelope on which shall be shown the proposal due
date, and the name of the proposal, and number assigned to the proposal. Additionally, a CD-ROM of your
proposal in Microsoft Word is also requested.
By submitting a proposal, the proposer declares that he understands and agrees that this proposal, specifications,
provisions, terms and conditions of same, shall become a valid contract between Collier County and the
undersigned upon notice of award of contract in writing and/or issuance of a purchase order by Collier County.
As a general rule, Proposals received after the published deadline will not be accepted and will be
returned unopened. However, the Purchasing/General Services Director (or his designee) shall reserve
the right to accept proposals received after the posted deadline under the following conditions:
a) The tardy submission of the proposal is due to thefollowing circumstances, which shall include but not be
limited to: late delivery by commercial carrier such as Fed Ex, UPS, or courier where delivery was
scheduled before the deadline, appears inadvertent and;
b) The acceptance of said proposals does not afford any competing firm an w1fair advantage in the selection
process.
Principals / Collusion:
By submission of this Proposal, the undersigned, as proposer, does declare that the only person or persons
interested in this Proposal as principal or principals is/are named therein and that no person other than therein
mentioned has any interest in this Proposal or in the contract to be entered into; that this Proposal is made
without connection with any person, company or parties making a Proposal, and that it is in all respects fair and
in good faith without collusion or fraud.
Proposal Withdrawal:
No Proposal can be withdrawn after it is filed unless the proposer makes his request in writing to the County
prior to the time set for the opening of Proposals, or unless the County fails to accept it within sixty (60) days
after the date fixed for opening.
Proposer's Certification:
Submission of a signed Proposal is proposer's certification that the proposer will accept any awards made to him
as a result of said submission of the terms contained therein.
Exceptions to Instructions or Conditions:
Proposer's taking exception to any part or section of these instructions or conditions shall indicate such
exceptions on their Proposal. Failures to indicate any exceptions shall be interpreted as the proposer's intent to
fully comply with the specifications as written. Exceptions taken by proposers may result in evaluation point
deductions and/or exclusion of proposal for Selection Committee consideration, depending on extent of
exceptiones). Such determination shall be at the sole discretion of the Selection Committee.
16
Variances:
Acceptance of the proposal does not guarantee issuance of any other govenunental approvals.
include provisions requiring the granting of zoning variances shall not be considered.
10 1
>..J .,'
Proposals which
Laws and Regulations:
It shall be understood and agreed that any and all services, materials and equipment shall comply fully with all
Local, State and Federal laws and regulations.
Insurance Costs:
Since these conditions include Insurance Requirements, it should be noted by the proposer that, in order to meet
the County's requirements, there may be additional insurance costs to the proposer's firm. It is, therefore,
imperative that the proposer discuss these requirements with the proposer's agent, as noted on the Insurance
Check List, so that allowances for any additional costs can be made by the proposer.
The Proposer's obligation under this provision shall not be limited in any way by the agreed upon contract
price, or the Proposer's limit of, or lack of, sufficient insurance protection.
Taxes:
Collier County is exempt from Federal Excise and State of Florida Sales Tax. Collier County Use Tax
Certificate Number is 2 I -07 -0 19995-53C.
Relation of County:
It is the intent of the parties hereto that the successful proposer shall be legally considered as an independent
contractor, and that neither he nor his employees shall, under any circumstances, be considered servants or
agents of the County, and that the County shall be at no time legally responsible for any negligence on the part
of said successful proposer, his servants or agents, resulting in either bodily or personal injury or property
damage to any individual, firm, or corporation.
Terms:
All terms, conditions, and provisions of the contract must be strictly observed in addition to the general
conditions herein described.
Invoices:
Payments will be made for articles furnished, delivered, and accepted, upon receipt and approval of invoices
submitted on the date of services or within a reasonable time thereafter. The number of the Purchase Order by
which authority services have been made, shall appear on all invoices. Invoices shall be submitted in duplicate.
Expenses Incurred in Preparation of Proposal:
The County accepts no responsibility for any expenses incurred in the Proposal, preparation, or presentation;
such expenses to be borne exclusively by the proposer.
Non-Appropriation of Funds:
If funds are not appropriated for continuance of a contract to completion, cancellation will be accepted by this
successful proposer on thirty (30) days prior written notice.
Termination:
Should the contractor be found to have failed to perform his services in a manner satisfactory to the County, the
County may terminate this Agreement immediately for cause; further the County may terminate this Agreement
for convenience with a seven (7) day written notice. The County shall be sole judge of non-performance.
17
,j
Contract Time and Liquidated Damages: 1 0 J
Time is of the essence in the performance of the Work under this Agreement. The County and the contractor
recognize that, since time is of the essence for this Agreement, the County will suffer financial loss if the Work
is not substantially completed within the agreed upon time. Should the contractor fail to substantially complete
the Work within the agreed upon time, the County shall be entitled to assess liquidated damages.
Liability:
Successful proposer will not be held responsible for failure to complete contract due to causes beyond its
control, including, but not limited to, work stoppage, fires, civil disobedience, riots, rebellions, acts of God and
similar occurrences making performance impossible or illegal.
Qualification of Proposer's:
Before the award of any contract, each proposer may be required to show (to the complete satisfaction of the
County Manager, or his designee), that he has the necessary facilities, ability, and financial resources, to furnish
the service as specified herein in a satisfactory manner, and he may also be required to show past history and
references which will enable the County Manager, or his designee, to satisfy himself as to the qualifications.
Failure to qualify according to the foregoing requirements will justify the County in rejecting a Proposal.
Assignment:
The successful proposer( s) shall not assign, transfer, convey, sublet or otherwise dispose of this contract, or of
any or all of its rights, title or interest therein, or his or its power to execute such contract to any person,
company or corporation without prior written consent of the County.
Award Challenge:
All costs accruing from a Proposal or an award challenged as to quality, etc. (tests, etc.) shall be assumed by the
challenger.
Lobbying:
All firms are hereby placed on NOTICE that the Board of County Commissioners does not wish to be lobbied.
. . either individually or collectively. . . about a project for which a firm has submitted a Proposal. Firms and
their agents are not to contact members of the County Commission for such purposes as meeting or
introduction, luncheons, dinners, etc. During the process, from Proposal closine: to final Board approval, no
firm or their agent shall contact any other employee of Collier County in reference to this Proposal, with the
exception of the Purchasing Director or his designee(s). Failure to abide by this provision may serve as grounds
for disqualification for award of this contract to the firm.
Single Proposal:
Only one proposal from a legal entity will be considered. If it is found that a proposer is interested in more than
one proposal, all proposals in which such a proposer is interested will be rejected.
Signature of Proposer:
The proposer must sign the proposal in the spaces provided for signatures. If the proposer is an individual, the
words "Sole Owner" shall appear after his signature. If the proposer is a partnership, the word "Partner" shall
appear after the signature of one of the partners. If the proposer is a corporation, the signature required is the
Officer, Officers or Individual duly authorized by its by-laws or the Board of Directors to bind the corporation
with official corporate seal affixed thereto.
18
Interpretation of Proposal Documents and Investigation of Proiect: 10 .J
Each proposer shall thoroughly examine the Proposal Documents, and judge for himself all matters relating to
the location and the character of the services he agrees to perform. If the proposer should be of the opinion that
the meaning of any part of the Proposal Document is doubtful, obscure or contains errors or omissions, he
should report such opinion or opinions to the Purchasing Director. Neither the County Manager nor his staff
shall be responsible for oral interpretation given either by himself or members of his staff. The issuance of a
written addendum shall be the only official method whereby such interpretation will be given.
Reiection or Acceptance of Proposals:
The right is reserved by Collier County to waive any irregularities in any proposal, to reject any or all proposals,
to re-solicit for proposals, if desired, and upon recommendation and justification by Collier County to accept the
proposal which in the judgment of the County is deemed the most advantageous for the public and the County
of Collier.
Any proposal which is incomplete, conditional, obscure or which contains irregularities of any kind, may be
cause for rejection of the proposal. In the event of default of the successful proposer, or his refusal to enter into
the Collier County contract, the County reserves the right to accept the proposal of any other proposer or to re-
advertise using the same or revised documentation, at its sole discretion.
Protection of Rights of the County:
The County reserves the right to include in any contract document such terms and conditions as it deems
necessary for the proper protection of the rights of Collier County.
Protest Procedures:
Any actual or prospective respondent to an Invitation to Bid or Request for Proposal, who is aggrieved with
respect to the former, shall file a written protest with the Purchasing Director prior to the opening of the Bid or
the due date for acceptance of Proposals. All such protests must be filed with the Purchasing Director no later
than II :00 a.m. Collier County time on the advertised date for the opening of the Bid or the acceptance date for
the Request for Proposals.
Award of contract will be made by the Board of County Commissioners in public session. Award
recommendations will be posted outside the offices of the Purchasing Department on Wednesdays and
Thursdays. Any actual or prospective respondent who desires to formally protest the recommended contract
award must file a notice of intent to protest with the Purchasing Director within two (2) calendar days
(excluding weekends and County holidays) of the date that the recommended award is posted. Upon filing of
said notice, the protesting party will have five (5) days to file a formal protest and will be given instructions as
to the form and content requirements of the formal protest. A copy of the "Protest Policy" is available at the
office of the Purchasing Director.
Public Entity Crime:
A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity
crime may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a
Bid on a contract with a public entity for the construction or repair of a public building or public work, may not
submit bids on leases of real property to a public entity, may not be awarded or perform work as a contractor,
supplier, or subcontractor under a contract with any public entity, and may not transact business with any public
entity in excess of the threshold amount provided in s. 287.017 for Category Two for a period of 36 months
from the date of being placed on the convicted vendor list.
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, 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
19
employee of the firm from contact with County staff for a specified period of time; b. Prohibition batQ .J
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 contract held by the
individual and/or firm for cause.
Additional Information:
Other than minor procedural matters, questions regarding this proposal must be in writing and submitted to:
Michael F. Hauer, CPPO, CPPB
Purchasing Acquisitions Manager
Collier County BOCC, Purchasing Department
3301 Tamiami Trail East, Bldg. G
Naples, FL 34112
(239) 774-8965
(239) 530-6699 - Fax
MikeHauer@colliergov.net
Questions must be received no later than seven (7) Collier County work days prior to Proposal acceptance date Should any questions or responses require revisions to
the Request fOf Proposal as originally published, such revisions will be by formal amendment only.
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20
EVALUATION AND SELECTION PROCEDURE
lOJ
I
Collier County procedure for selecting a consultant is as follows:
The Selection Committee, as approved by the County Manager, will review, evaluate and rank proposals
received from proposer's responding to this RFP. The committee members shall score each Proposal in
accordance with the rating criteria set forth in this docwnent and may at their discretion, schedule presentations
from any firms submitting a proposal. The Selection Committee will rank qualified firms in order of preference
and will enter into negotiations with the top ranked firm. A ward of the contract is dependent upon the success
and full execution of a mutually-agreed contract.
Upon the successful completion of negotiations, a contract shall be drawn for final approval by the Board of
County Commissioners.
All proposals will be reviewed independently by the selection committee and ranked on the basis of the criteria
listed and described in section IV & V of this RFP.
Note: The position of a top ranked firm does not indicate that a contract will be awarded, as subsequent
negotiations may, at their discretion, not yield a contract satisfactory to both the County and
proposer.
Project Implementatioll November 1, 2006
Proposed Schedule of Events
Activity Date
Issue Request for Proposal- (RFP) March 15, 2006
Vendor Question Submittal Deadline April 5, 2006
Vendor Pre-Proposal Conference April 19. 2006
Vendor Questions & Answers Distributed April 26, 2006
Vendor Proposal Close Date ./vlay 12, 2006
Vendor ShOli List Finalists Identified May ]0,2006
Vendor Reference Checks Completed June 6, 2006
Vendor Interviews & Demos - POC June/July 2006
Vendor Finalist(s) Identitied July, 2006
Final Offer Complete July/August 2006
Contract Negotiations Complete August/September, 2006
BCC Approval- Contract Awarded October, 2006
Notice to Proceed (NTP) October, 2006
21
After proposals are received according to the "Proposed Schedule of Events" above, a preliminary evalulO
will be conducted of all proposals to determine which vendors will give product demonstrations in accordance
with criteria as outlined in Section IV of this document. Chosen vendors are notified by a written letter. Product
demonstrations are expected to begin according to the "Proposed Schedule of Events" above. It is anticipated
that product demonstration sessions will last approximately one to two days for each vendor.
,
22
10.'
III. Vendor Information
23
III. I Vendor Information 10 J
This questionnaire will be available in electronic format.
All questions must be completed in full. Completeness of this page is a Phase 1 grading criteria item, as
outlined in Section IV.l of this RFP.
Pleasefeelfree to include additional material as needed, but all such material must be placed at the end of the
proposer's submittal in a section separatedfrom the remainder of the proposal.
Vendor Background Information
1. Legal Name of Company as reported for financial purposes: Municipal Software Corporation
2. Current Years in Business using the above legal name: 24
3. What State is your company incorporated in: Colorado
4. Physical location of Headquarters Office and regional offices:
Headquarters:
4464 Markham Street, Suite 1108
Victoria, BC., Canada V8l 7X8
SW US Regional Ottice:
2043 Grove Street
Denver, CO 80211
SE US Regional Otfice:
8 Shannon Drive
Little Rock, AR 72207
5. Physical location of Development Headquarters Office:
Deveiopment Headquarters:
4464 Markham Street, Suite 1108
Victoria, BC., Canada V8l 7X8
6. Private or Public Company:
In January 2002 Municipal Software went public and is traded under the name of Municipal Solutions
Group, Inc (TSX-V:MSl)
7. List all shareholders with greater than 10% ownership:
Pender Growth Fund (VCC). Inc.
8. List the names of all officers and indicate any officers with outstanding corporate litigation matters:
Mel Couvelier, Chairman
lain Mclean, CEO
Rob Bennett. President
9. Estimated market share in the United States:
3.4%, based upon available jurisdictions >25,000 popuiation
10. Estimated market share in State of Florida:
24
7%. based upon available jurisdictions >25,000 population
10,!
II. As part of the response to this RFP, Collier County requires that the vendor disclose all third parties that the
vendor uses to implement, support, or to meet functional and/or technical requirements outlined in this RFP,
a. Name ofthe Third Party Vendor: Data Transfer Solufions, LLC
b. What function they would perform: Data Mapping, Data Conversion & SAP Integration
c. Contact name: Allen Ibaugh, CEO
d. Contact nwnber: (407)-382-5222 phone; (407)-383-6055 cell; aibauah@edats.com
12. Describe how the warranty, support, and licensing are handled for this third party software: N/ A
13. If joint-venture, list the participating firms and describe specific areas of responsibility (including
administrative, technical and financial) for each firm: N/ A
The remainder of this page is intentionally left blank
25
Reference Number 1
10 J
List a minimum of five (5) site references, State of Florida references are preferred, that have fully implemented
your software and meet the specifications in this RFP for the all the following areas:
Development Review, (Zoning !Engineering), Building Permit and Inspections, and Code Enforcement
Agency Name: City of Miami
Street Address: 444 S.W. 2nd Street-5th Floor
City: Miami
State / Province: FL
Zip / Postal Code: 33130
Contact Name: Mr. Conrad Salazar, CitiStat Project Manager
Contact Phone: 305-416-1556
Number of years used: 1
Number of upgrades performed: 0
Version originally installed: 8.3
Current version: 8.3
Description of modules in use: Code Enforcement; Land Management; Web-based, thin
client solution
Database backend & version: MS SQL Server
Population within jurisdiction: 375,000
Number of building permits issued per year: Permitting system implementation is part of
Phase II of the overall Land Management project, commencing late summer, 2006.
Number of new dwelling units constructed within jurisdiction yearly: See Phase II note above.
Square footage of non-residential construction within jurisdiction yearly: See Phase II note
above.
Number of Plan Reviews yearly: See Phose II note above.
Number of Zoning Petitions yearly: See Phose II note above.
Number of Code Enforcement Cases yearly: Approximately 24,000
26
10J
27
Reference Number 2
10 '
List site references (State of Florida references are preferred) that are using your software that meet the
specifications in the RFP for the all the following areas:
Development Review, (Zoning !Engineering), Building Permit and Inspections, and Code Enforcement
Agency Name: City of Oakland
Street Address: One City Hall Plaza
City: Oakland
State / Province: CA
Zip / Postal Code: 94612
Contact Name: Mohssen Yassini, CEDA IT Manager
Contact Phone: 510-238-6331
Number of years used: In Implementation
Number of upgrades performed: 0
Version originally installed: 8.3
Current version: 8.3
Description of modules in use: Permits & Inspections; Code Enforcement; Integrated with
Stellent Document Management System
Database backend & version: MS SQL Server
Population within jurisdiction: 400.000
Number of building permits issued per year: Data Unavailable
Number of new dwelling units constructed within jurisdiction yearly: Data Unavailable
Square footage of non-residential construction within jurisdiction yearly: Data Unavailable
Number of Plan Reviews yearly: Data Unavailable
Number of Zoning Petitions yearly: Data Unavailable
Number of Code Enforcement Cases yearly: Data Unavailable
28
Reference Number 3
10 J
List site references (State of Florida references are preferred) that are using your software that meet the
specifications in the RFP for the all the following areas:
Development Review, (Zoning /Engineering), Building Permit and Inspections, and Code Enforcement
Agency Name: City of Huntington Beach
Street Address: 2000 Main Street
City: Huntington Beach
State / Province: CA
Zip / Postal Code: 92648
Contact Name: Beverly Braden, Principal Administrative Analyst
Contact Phone: 714-374-5383
Number of years used: 1
Number of upgrades performed: 1
Version originally installed: 8.2
Current version: 8.3
Description of modules in use: Planning; Licensing; Permits & Inspections, Equipment
Maintenance; Integration with IVR.
Database backend & version: MS SQL Server
Population within jurisdiction: 195,000
Number of building permits issued per year: Approximately 13,000
Number of new dwelling units constructed within jurisdiction yearly: Data Unavailable
Square footage of non-residential construction within jurisdiction yearly: Data Unavailable
Number of Plan Reviews yearly: Approximately 4,000
Number of Zoning Petitions yearly: Approximately 350
Number of Code Enforcement Cases yearly: Approximately 3,000
29
Reference Number 4
'!!II
List site references (State of Florida references are preferred) that are using your software that meet the
specifications in the RFP for the all the following areas:
Development Review, (Zoning IEngineering), Building Permit and Inspections, and Code Enforcement
Agency Name: City of Charlotte
Street Address: 600 East 4th
City: Charlotte
State / Province: NC
Zip / Postal Code: 28202
Contact Name: Sheryl Kemp, Systems Coordinator
Contact Phone: 704-336-2390
Number of years used: 1
Number of upgrades performed: 0
Version originally installed: 8.3
Current version: 8.3
Description of modules in use: Code Enforcement; Zoning in implementation phase.
Database backend & version: MS SQL Server
Population within jurisdiction: 565,000
Number of building permits issued per year: Not done in CityView.
Number of new dwelling units constructed within jurisdiction yearly: Not done in CityView.
Square footage of non-residential construction within jurisdiction yearly: Not done in
CityView.
Number of Plan Reviews yearly: Not done in CityView.
Number of Zoning Petitions yearly: Zoning automation is currently being designed in
CityView.
Number of Code Enforcement Cases yearly: Approximately 12,000 Nuisance Cases & 6,000
Housing Cases annually.
30
f :-~
31
Reference Number 5
"n ,
or.~' .'4.-' ~-",'.
---,.
List site references (State of Florida references are preferred) that are using your software that meet the
specifications in the RFP for the all the following areas:
Development Review, (Zoning /Engineering), Building Permit and Inspections, and Code Enforcement
Agency Name: Regional Municipality of Niagara
Street Address: 2201 St. David's Road
City: Thorold
State / Province: Ontario, Canada
Zip / Postal Code: L2V 4T7
Contact Name: Tom Jamieson
Contact Phone: 905-685-4225
Number of years used: 5
Number of upgrades performed: Unknown
Version originally installed: Custom Solution
Current version: 8.3
Description of modules in use: Service Requests, Permits & Complaint Tracking
Database backend & version: SQL
Population within jurisdiction: 395,000
Number of building permits issued per year: Unknown
Number of new dwelling units constructed within jurisdiction yearly: Unknown
Square footage of non-residential construction within jurisdiction yearly: Unknown
Number of Plan Reviews yearly: Unknown
Number of Zoning Petitions yearly: Unknown
Number of Code Enforcement Cases yearly: Unknown
32
Technical Questions
10 J
1. How many of these referenced installations have comparable network and hardware configurations
using the same operating system:
All of the above references have similar hardware and network configurations to Collier County.
2. Where is the Technical Support staff that will support Collier County installation located:
All Technical Support functions are at our headquarters in Victoria, BC
3. How many technical people are on staff to support the version of the application in your bid:
The Technical Support Team consists of two, first level support representatives; one, second level support
representative; and, the System Administration Team Lead.
4. What are their qualifications:
Technical Support Staff Qualifications
Robin Gwynne: Global Security Essentials Certification (Gold)
John Edwards: MCSE
George Payer: Microsoft MCSE, CompTIA A+ and N+, Certified Novell Administrator ICNA)
Lindsey Browes: Microsoft MCSE, Microsoft MCDB, CompTlA A+
5. How many are DBA'S:
There is currently one MCDB in the Technical Support Team
6. How many are researchers:
Research required to resolve client issues is performed at all levels of the Technical Support Team.
Therefore, all four staff members perform research tasks.
7. List the names and the qualifications of the staff that will implement the specifications outlined in this
RFP:
Named Officer
Woody Jackson, SE US Regional Manager
8 Shannon Drive
Little Rock, AR 72207
1 (800) 665-5647 ext 250
wjackson@municipalsoftware.com
Woody Jackson joined Municipal Software in August of 2005. Prior to joining Municipal Software, Mr.
Jackson worked as Vice President and General Manager of The Kane Agency, an employee benefits
consulting company in Little Rock, AR. The Kane Agency specialized in automating enrollment and
benefit management processes for companies in the State of Arkansas.
Prior to The Kane Agency, Mr. Jackson worked as a senior level Sales and Marketing Manager for
several different companies in the Consumer Electronics industry. He served as Vice President of Sales
33
and Marketing for Sonigistix, a supplier of the Monsoon brand of computer peripherals to major OEM
manufacturers such as Compaq, Gateway, Micron and Dell. Mr. Jackson also served in several different
management positions (including President and CEO) with Klipsch, Inc. a well known manufacturer of
audio products. He has a broad, senior level background in management of marketing and client
relationship functions.
Woody is responsible for managing relationships with all existing and prospective clients of Municipal
Software in the Southeast United States.
Project Management Team: Associates and Partners
Kai Haasler, Vice Presidenf of Client Services
The entire Client Services division is headed by our Director of Client Services, Kai Haasler, who joined
Municipal Software on August 8th of 2005. He brings with him over 15 years experience in consulting,
business analysis, project management and IT professional services. Kai was most recently the head of
client services for Chordiant Software. Chordiant is a provider of business process management systems.
Kai's earlier experience was with Chordiant in Europe and before that with CSC Index, a firm of Business
process re-engineering consultants based in Munich. Kai has worked in a number of different countries
including two and a half years in Tokyo with a firm of Japanese market entry consultants.
Kai has a BSc in Economics from the University of Vienna and an MBA from the European School of
Management. He is responsible for all our client services activities including Project Management,
Training, CRM and our Technical/Customer Support team.
Dave Saxton, Lead Program Manager
Our Lead Project Manager, Dave Saxton, will provide a full team of qualified professionals to manage
your implementation and training. Mr. Saxton is responsible for implementation and consulting Mr.
Saxton will work with you during all stages of project development. evaluation and he ensures
consistency in project development standards. He has been
with Municipal Software since January, 1999, and has been directly involved in over
70 implementations of CityView in jurisdictions throughout North America. Mr. Saxton can be reached at
(250) 475.6600 ext 233.
Mr. Saxton has a BSc trom the University of Manchester, UK and an MBA trom the University of Western
Australia, Australia. In Australia he consulted with all levels of government while working on projects
including property tax billing, vehicle and driver licensing for the Constitutional Convention.
Stephen Curran, Vice President of Product Development
All product development at Municipal Software will be directed by our new Vice President of
Development. Mr. Curran's background has been based in Washington DC and Victoria, working for
Avue Technologies, a software services company in the US Federal Government Human Resources
market. Mr. Curran led the software development team for four years and has recently been
responsible for their Client Services group. Before Avue, Mr. Curran worked for Derivion Corp (Ontario),
Clinical Web and Amicus (both Texas) in Client Services. The first five years of his career included work in
several differenf US firms as a developer. Stephen has a degree in Electrical Engineering from fhe
University of Waterloo and a Masters (also in EEl from the University of Toronto.
Robin Gwynne, IT Services Coordinator / Infrastructure Architect
Our Infrastructure Review Analyst, Robin Gwynne, will conduct a comprehensive review of your current
system and provide recommendations prior to implementing CityView. Mr. Gwynne's role at Municipal
Software encompasses management of the CityView Technical Support Team, IT Strategy and Planning,
and Infrastructure Consulting to CityView clients.
34
-1l r,
Mr. Gwynne brings a broad set of skills and knowledge to the Municipal Software team, and has beElrL'
with the company since February, 2003. He has 15 years of Information Technology expertise in a variety
of technical and management roles. Throughout his career he has worked in several roles including:
Infrastructure/Technical Architect, Project Manager, Systems Analyst, Network Analyst, and Programmer
Analyst,
Trevor Crljenko, Lead Application Developer
Trevor Crljenko is an experienced application developer who has acted as Technical Lead on several
projects, most recently with the City of Ontario CA, and Town of Darien CT. He is also the Lead
Developer tor Albemarle County's public web portal. His other projects include implementations for San
Mateo CA and Huntington Beach CA.
Mr. Crljenko is a Certified Oracle DBA with 10 years experience in the IT industry as both an application
developer and as a DBA. He has worked in both the Public and Private sectors, working as a Technical
Lead in the implementation ot ERP and general accounting software, and various hardware installations
on both the Unix and Windows platforms. He has also had a paper published to the international
Oncology Community through his work developing leading edge software for the treatment of cancer
patients. Mr. Crljenko brings a broad spectrum of ideas and experience to his projects. He prides
himself on understanding client requirements, and delivering systems that are easy to use, quick to
implement, versatile, and exceed client expectations.
Deborah Verhllle, Application Developer
Deborah Verhille is an experienced application developer who has been with Municipal Software for
four years. Among other projects, she has been involved in the implementation for San Mateo, CA and
Keene, NH. She was the lead developer for the City of Miami implementation.
Ms. Verhille has spent 15 years working on application development for both government and private
industry. She has helped to automate applications for insurance, health care scheduling, integrated
business inventory, POS and accounting software. Ms. Verhille has a BSc in Computer Science from the
University of New Brunswick in Fredericton, NB.
David Hartman, Quality Assurance Team Lead
Our Quality Assurance Team Lead, David Hartman, ensures the quality of your CityView PreBuilt. Mr.
Hartman and his team are responsible for testing your application and the CityView software. He is
responsible for creating a Quality Assurance infrastructure and all the processes within that structure.
These processes include test plans, test cases, documentation and personnel. Mr. Hartman joined
Municipal Software in January, 2002.
Mr. Hartman has tested and shipped City View software releases and tested against SQL Server, Oracle
and Access databases. He is also responsible for documenting and overseeing the Municipal Software
Quality Assurance processes, as well as creating and reviewing other company-wide documentation.
Blaine Castle, Senior Software Trainer
Our Senior Software Trainer, Blaine Castle, will provide appropriately qualified CityView trainers for your
training. The team of trainers will be assigned upon training dates being confirmed by the City. Mr.
Castle is responsible for the planning, development, conduct and evaluation of all CityView software
training and has been doing so since November, 2002 when he joined Municipal Software.
Mr. Castle has over 10 years of international experience, having previously worked in Europe in training
and client relationship roles. He has been recognized as "trainer of the year" for his ability to convey
technical and complex information to students at all levels.
35
10 J
8. In what language(s) is the application software developed:
C++ and C Sharp with use ot JavaScript XML
9. What database management software is recommended for use with the application software:
CityView can be used with most RDBMS's that have Microsoft Data Providers. Otticially, Municipal
Software only supports CityView with Microsoft SOL Server (or MSDE) and Oracle back- end dafabase
servers. Of fhe two supported RDBMS platforms, Municipal Software recommends MS-SOL Server as it is
our preferred development and testing platform and we have superior in-house expertise with the MS-
SOL Server platform.
10. What Report Writers are used with the application software to generate user defined, on demand reports:
CityView integrates its own report writer based on the Active Reports engine. This integrates seamlessly with
the data and tunctionality found throughout CityView's applicafion environment.
II. When are future enhancements to the application software scheduled for release: What will they cost:
New releases of CifyView are developed using our internal Research and Development Department.
Typically, this occurs once or fwice per year. Each new release of CityView contains all the features
included in previous releases. All releases are supplied free of charge as part of your mandatory Annual
Software Maintenance Agreement (ASM).
New releases and maintenance updates to CityView are always "backwards-compatible" with
previous versions and have no effect on your existing tables, torms, reports or workflow. This is a clear
advantage over the competition because it means you will never have to start from scratch again, re-
purchasing new software or paying a vendor to make changes. CityView releases and updates only
affect the CityView program code, providing new features and functionality to the core product. Once
your CityView software has been installed, you will have full access to these new features and
functionality and can, at your discretion, make use of them with your existing tables, forms and reports
without needing to alter your workflow in any way.
12. Is Source Code included in initial software price: If not, what additional cost is there to purchase Source
Code:
No, Source Code is not available for purchase.
I3. If the Source Code cannot be purchased, can it be put into an escrow account to insure that the county is
protected:
Yes, Source Code can be held in an Escrow Account.
14. What is the warranty period for the application software:
CityView PreBuilts are covered under a 9D-day warranty and then ASM provides you with the coverage
outlined above. CityView Application Builder is covered under a 3D-day warranty and then ASM provides
you with the coverage outlined above.
15. At what point does warranty commence:
36
The warranty period commences upon the "go-live" date.
16. Describe the services provided at no charge during the warranty period:
CityView is constantly evolving. The nature ot our relationship with our clients is an integral part ot that
development. The relationship begins with the mandatory Annual Sottware Maintenance Agreement
(ASM). This agreement provides not only unlimited support to your System Administrators through our toll
tree lines but also includes all new releases, updates and enhancements to CityView at no extra
charge.
lOJ
CityView PreBuilts and custom designed systems are covered under a 90-day warranty providing
unlimited support to your System Administrators through our toll tree lines and web support systems. ASM
then provides you with the
coverage past the warranty period. CityView Application Builder is covered under a 30-day warranty
and then ASM provides you with the coverage outlined above.
17. Describe software modification policy:
The CityView Application Builder tool is designed to let you constantly change the product to match
current needs. Application Builder allows the CityView PreBuilts to be contigured and adapted, when and
where that might be required, protecting your investment tor the long-term. Changes made by Application
Builder remain in the application layer so that they are not attected by sottware upgrades. Theretore, when
upgrades are released, there is no requirement tor vendor services to make changes to the source code
due to application changes
18. Describe any policies that pertain to accessing (reading and modifying) the data in your system database
through ODBC connections:
CityView Application Builder is the only application in the CityView suite that uses ODBC. All other data at
the end user level is communicated using ADO .NET to ensure the best user performance possible.
19. What system utilities or third party utilities are needed or recommended to operate in conjunction with
the operating system:
CityView 9.0 has a number ot prerequisites tor operation in differing circumstances:
Application Builder
MDAC 2.8
Jet 4 SP8
Application Server
.Net Framework 2.0
.Net Framework 1.1 SPl (needed tor ElF)
Enterprise Instrumentation Framework
Management Server
.Net Framework 2.0
.Net Framework 1.1 SPI (needed tor ElF)
Enterprise Instrumentation Framework
Internet Explorer 5+
Web Server
37
.Net Framework 2.0
.Net Framework 1.1 SPI (needed tor ElF)
Enterprise Instrumentation Framework
Internet Explorer 5+
WSE 2.0 SP2
10 J
~1 ~
City View Desktop
.Net Framework 2.0
Enterprise Instrumentation Framework (Optional)
.Net Framework 1.1 SP1 (optional needed for ElF)
20. Describe how data files can be imported and exported into Microsoft spreadsheets or word processing
formats:
CifyView provides the option ot exporting any tabular data set to an Excel document format. A user can
perform a saved or custom search to obtain a data set. review the list and by selecting one menu
command.
A user can also access the Import and Export routines to further combine, filter and sort the data required
for export. The user can choose trom a number of plain text. database or Excel forms to which the data
can be exported.
21. List the security capabilities of the software application, program and database:
CityView allows unlimited Users and Roles. Every user must have some kind of security defined. CityView
security provides the following
a. User specific restrictions to data elements, interface functionality and data entry / reporting
screens.
b. Role based restrictions to data elements, interface functionality and data entry / reporting
screens.
c. Integration with LDAP and Active Directory for auto login and user access.
22. List any third party security packages that will be required:
No third party security packages are required.
23. Describe your approach to interfacing the application software with other County programs and
databases accessible by all users on the County's network:
Municipal Software receives a copy of all of the data to be imported into the new system.
A data mapping is prepared by the data conversion team and provided to the client for verification.
Depending on whether a live link or flat file approach is necessary, the process is created.
Municipal Software then performs the integration and provides the client with the output for verification.
Refinements are made as needed.
38
24. Describe how citizens of Collier County will be able to do business with County Government ove1~ 1
Internet, specifically using credit cards to purchase services, tracking permits and inspections, rene~W '
contractor licenses, submitting zoning requests:
Any form creafed in CifyView can be easily deployed fo fhe Infernef for eifher public access or secure
access. Any funcfions that can be done infernally through CifyVlew can also be done via the Infernef
(should you elect to deploy fhose functions to the Internef). Many of our cusfomers use Applicafion
Builder fo design torms specifically for ease of use on fhe Infernet.
The CityView Public Portal includes intuitive, easy-to-use and read forms providing information and
business process to the public. Several activities are supported through the Public Portal including:
property searches with the inclusion of maps and map data: view Permit and Planning application
status: request inspections; view hearing status: submit requests; and pay fees. The Public Portal uses the
best practices of local government fhat are a resulf of over 23 years of working wifh local governmenfs
in automating their business processes.
25. Describe your proposed Implementation Plan ofthe application software(s):
Key Elements of the Plan
The MSC implementation approach focuses on making best use of the inherent tlexibility of the CityView
product while using the off the shelf functionality contained in the CityView PreBuilts where it makes
sense. For our clients, this means a considerable decrease in implementation times, lower
implementation risks and a solution that fits their specific requirements.
The key elements are as follows:
I. Business Process Review
2. SME Training/PreBuilt Walkthroughs
3. Gap to Product Assessment
4. Project Planning
5. Data Collection and Infrastructure Review
6. Data Conversion
7. Contiguration and Customization
8. Integration
9. Installation
10. Refresher Training-Fine Tuning & Validation
11. System Testing
I 2. Deployment Preparation
13. User Training and Go Live
These key elements are explained in more detail on Page 41 under "Scope of Work"
26. Describe the on-site training sessions and number of hours included with the Training Phase of the
application software( s):
One ot the most important aspects in the implementation ot any software is the training. Our trainers
aim to make CityView PreBuilt courses an interesting and engaging experience tor all students. Classes
are kept to a maximum size of students to ensure that everyone receives the proper attention. Our
trainers are chosen tor their skill as facilitators, trainers, coaches and computer specialists. They have a
39
wealth ot experience as adult educators backed by a depth ot knowledge, developed over manl0 1
years, working as Programmers, Designers, DBAs, and GIS or Systems Analysts. What this means is th, ..J
although they are primarily trainers, they can otter practical experience and understand the challenges
ot technology. As experienced trainers they are able to discuss complex issues in a clear and concise
manner with a variety of audiences to ensure learning needs are met. The trainers can deal with the
diverse mix of talent that is inherent in any training course. All trainers have considerable experience
teaching both large groups of students and training in one-on-one situations.
These trainers will provide you with the knowledge you need to harness the full potential ot your
CityView PreBuilts. During the Installation and Implementation stage trainers altend onsite to provide
your key personnel with the hands-on skills they need to thoroughly understand the business process and
software functionality in your CityView PreBuilts. This training is conducted with your CityView PreBuilt
testing and training environment. This Installation and Implementation stage training gives students the
ability to maintain data and to test your CityView PreBuilts for completeness and data accuracy before
final implementation. System training is provided to enable your staff to understand the installed system,
security and data administration. We have found that after this training your key personnel are well-
equipped to ofter their insight to us during our site visit in the final stage of implementation known as
Training and Go-Live.
At this time, we provide everyday users of your CityView PreBuilts with a series of full, in-depth and
comprehensive course programs designed to give them the required skills, tools, and time saving tips
and techniques to make the most of their new software. This training provides a thorough understanding
of the business process and software tunctionality in your CityView PreBuilts so that everyone is ready for
go-live day.
We otter our training on ready-to-go laptops, brought to you on-site. Our unique Lab in the Box system is
a pre-packaged set of 10 stand alone laptops which are configured with your CityView PreBuilts. These
will be delivered to your site prior to training and used to conduct your specific training program. At the
end of training, these are returned to Municipal Software. The trainer is responsible for the set up of the
computers. You do not have to worry about this.
When we are on-site to otter our training program, we ask that you provide the following:
10) Classroom
11) Digital Projector (as well as all power cords, video cables, etc. required)
12) Screen for Projector
13) Flipchart or Whiteboard
14) Appropriate Markers and Eraser for Flipchart/Whiteboard
15) Level space for the instructor to use (should have a large enough surface to accommodate a
laptop and mouse),
16) Secure storage for the Lab in the Box while it is on-site.
17) Ability to Meet Time Requirements
The County has specified an implementation start date October, 2006. However, no "go live" date for
the project has been specified. Actual training dates will be determined after the Business Analysis
phase of the project. The training plan includes User Training, Subject Malter Expert Training (SME),
System Administrator Training, Server Security Training and Report Training. The total training plan
incorporates approximately 50 days.
27. Describe a plan for accomplishing the Data Conversion Phase of the software applications:
40
We begin by developing a project plan that details all the steps needed to complete the conversio1. 0 J
Typically, this is a six-step process that starts with a data review and analysis where we determine
specitic user requirements and needs. Then we develop a design specitication document that
describes the entire conversion process (i.e. develop entity-relationship, functional hierarchy, and dafa
flow diagrams), after which we set-up the new database. Custom programming is sometimes required
to ensure proper conversion of all data. Last, the data is converted, and we perform rigorous quality
assurance and testing.
28. List all services included under software maintenance:
Our Annual Software Maintenance (ASM) agreement provides not only unlimited support to your System
Administrators through our toll free lines but also includes all new releases, updates and enhancements
to CityView at no extra charge. The development of CityView is funded directly from the ASM program.
In addition, we rely on our clients to provide guidance in the area of future development for CityView.
We maintain a comprehensive database of features that are requested by our clients and by our own
staff and we base future versions of CityView on these suggestions.
New releases of CityView are developed using our internal Research and Development Department.
Each new release of CityView contains all the features included in previous releases. All releases are
supplied as part of your mandatory Annual Software Maintenance Agreement (ASM).
New releases and maintenance updates to CityView are always "backwards-compatible" with
previous versions and have no effect on your existing tables, forms, reports or workflow. This is a clear
advantage over the competition because it means you will never have to start from scratch again, re-
purchasing new software or paying a vendor to make changes. CityView releases and updates only
affect the CityView program code, providing new teatures and functionality to the core product. Once
your CityView software has been installed, you will have full access to these new features and
functionality and can, at your discretion, make use of them with your existing tables, forms and reports
without needing to alter your workflow in any way.
Municipal Software hosts an annual User Conference. This conference is an opportunity for users to talk
about their implementation strategies and processes. It is a forum for sharing information,
troubleshooting advice and peer interaction. It consists of workshops, open discussion and interactive
presentations by other CityView users. It also provides an opportunity for CityView users to suggest new
features that would benefit all clients. The number of attendees for which the cost is covered in your
Annual Software Maintenance Agreement (ASM) is dependent on the number of licenses you
purchase. Based on the information provided to you in this proposal, you would be entitled to five
attendees at our annual user conference. Local User groups are administered and organized by clients
with some support from Municipal Software.
29. Does your company supply an 800 number for user support: Yes X NoD
30. What are the hours of software maintenance service available to users: (Please include time zone):
Coverage hours are from 8:30am to 8:30pm, Eastern Standard Time from Monday through Friday, excluding
Municipal Software Technical Support observed holidays (only those statutory holidays that coincide
between the United States and Canada are observed).
31. What is the response time to maintenance calls:
A Technical Support engineer will respond to all requests within the time frame(s) specified in the following
table:
41
Response time targets are during business hours only.
32. Do you use a ladder system, if so, please explain:
Requests are processed in their order ot priority, then by order at submission.
33. Describe the method for assigning a priority and response dates to maintenance calls:
Incident priority is assigned by the technical support representative based on information provided
during call initiation. Priority levels are relatively straightforward within Municipal Software's Technical
Support Process, making this determination simple in most cases. Should a client have a concern over
the priority assigned to their problem, this would immediately be escalated to the System Administration
Team Lead.
34. Describe the escalation policy for resolving dimcult software problems:
The System Administrator Team Lead will be updated on unresolved CityView client calls based on the
following matrix:
42
10J
At this point the SA and SATL will determine the most appropriate course ot action and trequency of
ongoing updates.
The Manager Major Accounts and Client Relations will be intormed ot Priority Severity 1 calls at time ot
escalation.
35. Are there extensive help topics available within the application:
CityView contains an extensive help dialog. CityView also contains Dynamic Help. This context-sensitive
dialog box will provide help on everything trom basic CityView functionality to advanced user technical
documentation. It will even provide you with a tacility for creating your own help text tor your custom
applications.
36. Does your company supply a Web site with an application knowledge base:
Yes. all ot our customer's standard log on credentials to CityVlew allow them access to our Wiki Knowledge
Share site.
37. How do you handle maintenance contracts after upgrades are made to the system? (Example: Issues
that are a result of an upgrade, are they handled as a part of the upgrade or are they considered
maintenance under the maintenance contract?):
Customizations and changes to the sottware that are pertormed by Municipal are covered in the event
that an upgrade creates an issue. It an issue arises relative to a correction or customization made by Collier
County using the Application Builder tool, Client Services tees would be required to assist in the migration of
those changes on a time plus materials basis.
38. Does your firm offer discounts on maintenance contracts purchased for a specified period of time versus
a single year maintenance contract:
Yes. should Municipal Sottware be selected. we would negotiate discounts with Collier County for a
commitment of 3 years on the Annual Sottware Maintenance contract.
39. What documentation is furnished with the software application? Check all applicable items from
following list:
Description of Documentation
below)
Number of Copies (see comments
xD Application flowcharts
xD Program flowcharts
xD Narrative description of the application
43
xD
xD
xD
xD
xD
xD
xD
xD
xD
xD
xD
xD
xD
Narrative description of the program
Detailed program specifications
Screen layouts with detailed description of each field
Report layouts of each report provided
Data file layouts
Data dictionary
Error handling
Operator instructions
Backup procedures
Installation procedures
Password and security instructions
User Manuals
Other
lOJ
. .1
All documentation will be provided in an electronic tormat so it can be printed in whatever quantities
are required. Training documents will be printed and supplied to each individual participating in the
training sessions.
44
111.2 Proposal Questionnaire
10 J
Qualified firms interested in providing the services described are invited to submit a complete Proposal for
consideration. The Proposal shall address the items listed below. Failure to provide all requested items may be
sufficient cause for non-acceptance of the Proposal.
.:. Project Understanding
Provide a narrative of the proposer's understanding of the overall intent of the project. Identify
any issues or concerns of significance that may be appropriate.
It is our understanding that the intent of the project includes increased efficiencies within
individual departments, improved communication across departments, improved
interface between legacy applications (inside and outside of the department).
improved reporting for citizens as well as management and increased functionality in all
departments. Collier County also desires to greatly improve customer service to citizens,
both when they are on-site requesting services or requesting services over the Internet or
IVR (telephone). Collier wishes to be able to deploy most functions over IVR and Internet
to reduce onsite traffic while improving the citizen experience.
Collier desires that the selected vendor provide the applications to achieve the above in
as much of a "turnkey" fashion as possible with the least amount of involvement of Collier
County staff necessary to achieve the desired results. We expect there to be sufficient
involvement by Collier County staff to create a true team approach to ensure that all
expectations are met.
We also assume that there is an existing level of Business Analysis knowledge that has
been gained during the Hansen project that allows for minimal repetition of that process.
Should Municipal have to repeat more of that process than is currently budgeted, these
costs would have to be negotiated on a time and materials basis.
.:. Technical Approach
Provide a narrative describing the proposer's approach to achieve the intent of the project and to
address various issues and concerns.
Municipal Software has found benefit in taking an iterative approach to development with high visibility
to the customer.
Initially a Business Analyst will create a document that outlines a number of system use scenarios based
on conversations with the local experts at a client site. These scenarios are then distilled into a
document that outlines the business rules and data requirements for the user to approve.
With the system requirements determined, the Application Development Group will design a system
around those requirements. The client will be presented with all of the data entry screens and given a
virtual walkthrough of the end user experience.
Each deliverable is reviewed by our Quality Assurance team.
With the interface flow determined, the final automation will then be added and the system delivered
for testing by the client. Once the client approves the complete system, Municipal Software
Corporation will aid the client's IT staff in setting up the production system and offer support through a
go-live process.
45
.:. Scope of Work
10 J
Provide a narrative identifYing the various tasks to be performed.
presented in the sequence for which they will be performed.
Tasks shall be described and
The MSC implementation approach tocuses on making best use ot the inherent tlexibility ot the CityView
product while using the ott the shelf functionality contained in the CityView PreBuilts where it makes
sense. For our clients. this means a considerable decrease in implementation times. lower
implementation risks and a solution that fits their specific requirements.
The following is a description in greater detail of what the steps in your CityView implementation would
look like.
Assumptions for Collier County:
the following PreBuilts will be implemented:
Property. Permits. Planning. Code Enforcement. Licensing and Cashiering
there is some willingness from the City to fit their processes into the Municipal PreBuilt solutions in order to
save on implementation times and costs. but some customization and customer-specitic integration
work will be required
The City wishes to enable their own IT staff to maintain and enhance the application after go-live
Sufficient Business Analysis was conducted during the terminated Hansen implementation so that a
significant residual knowledge exists within Collier County relative to the Business Process Review. We
have significantly shortened this portion of the plan relative to our standard approach. If subsequent
discovery reveals insufficient documentation from prior Business Process Review, Municipal reserves the
right to renegotiate the costs associated with this phase of the implementation.
Collier County has a well-documented. accurate and up-to-date description of land use and building
permitting Business Processes across all seven user departments. This is available in commonly
understandable format using commonly accepted notations (UML or alike). There will be no need to
conduct a process redesign or alignment exercise of any kind before the start of the project.
Collier County will provide 2 SME (Subject Matter Experts) for each of the seven user departments to
actively participate in the analysis, training, configuration and testing. All SME will be fully enabled to
make functional decisions for the rest of the department.
Above assumptions will be validated during the analysis and initial planning phase.
Step 1 - Business Process Review
As a first step in the implementation process. our Business Analyst will start otf by reviewing existing land
use and building permitting business process documentation that you have (Business Process diagrams.
flow diagrams. activity diagrams. user manuals) as well as any current systems you are using. This will
allow him/her to become familiar with process flows or business rules specific to your municipality. See
above assumptions relative to existing documentation of this portion of the plan.
Step 2 -SME Trainina / PreBuilt Walkthrouahs
Subsequently. Municipal Sottware will conduct an onsite training program to provide your key
personnel. or Subject Matter Experts (SMEs). with the required skills needed to assist in the
implementation process. In particular. our trainers will walk your SME through the Business Processes.
screens and screentlow that are provided in the PreBuilt solutions.
Your SMEs will come away trom this training well prepared for the Steps 3 and 5
Step 3 -Gap-to-Product assessment
46
Through a series of on-sife workshops, our Business Analysf and your SME will fhe drill down on fhe gdlt-O J
to-PreBuilfs. Deparfing from fhe Pre-Builf business scenarios / Use Cases, we will validate it the PreBu~
contain the process steps, primary and exception scenarios, business rules and data fields required by
you. Any requirements that are not filled by the PreBuilts are documented. We will also commonly
explore instances in which you would be prepared to modify your existing process to fit the PreBuilts
more closely.
The deliverable of this exercise is a detailed functional requirements document clearly identifying:
. Business Scenarios/Use Cases
. Main interaction between users and system
. Screen flow
. High-level. conceptual screens
. Business Rules
. Reports and letters
. Data fields required
. Integration/conversion requirements
Based on these business scenarios, Collier County will develop Test scenarios/ Scripts and acceptance
criteria. They will be used during the I System Testing and to obtain sign-off and acceptance of the
solution delivered.
The tunctional requirements, Test scenarios/ Scripts and acceptance criteria will be reviewed and
signed off by Collier County and MSC. Should this document identify new customization or system
integration requirements, the initial effort estimates will be reviewed.
Step 4 - Proiect Plannina
Based on the Gap-to-Product identified, we will validate the project approach and sequencing of
project phases, e.g.
- Should the customization happen in parallel to, or subsequent to, the implementation of the PreBuilts?
- At what point does the integration with other systems needs to happen? Do we require a Proof ot
Concept around it? What is the integration path chosen (real-time vs. batch, one-way vs.
bidirectional?)
- How should go-live be phased? Functionality? In terms of users?
The attached project plan will be reviewed and detailed further. Mutual responsibilities and deliverables
for each task will be defined. Progress monitoring and controlling mechanisms will be finalized. At
present the assumption is that the customization and integration will be done somewhat in parallel to
the configuration of the PreBuilts.
The project plan will be signed off by both the City and MSC.
Please note that sign-off on Step 3 and Step 4 is a prerequisite for commencing Step 5.
Step 5 - Data Collection and Infrastructure Review
In this Phase our Implementation Specialist will work with your SME to map historic code, planning,
permitting etc... data and property data into the solution. This includes all the data required in the
PreBuilts and additional data identified in Step 3.
47
Our Implementation Specialist will collect all tee information and reference data for look-up tables.1 0 ,l
essential that those SME providing the mapping and lookup information have followed the SME trairig
(step 2) as this will avoid rework and iterations.
During this step, Municipal Software will also review your existing infrastructure to identify any potential
areas that may result in sub-optimal performance. Our Infrastructure review specialist will also verify
remote accessibility, available bandwidth and techstack compatibility and advise your network
specialists well ahead of time what hardware and software prerequisites need to be met for
deployment.
SteD 6 - Data Conversion
Municipal Software or a duly qualified subcontractor will also perform an initial data conversion to make
all of your relevant data available. This data may come trom numerous sources including assessment or
property-based data as well as historical data in a variety of digital formats.
Municipal Software follows a strict process for data conversion which can be simplified to include the
following steps:
. Identification of key data for conversion
. Creation of conversion scripts
. Test run of scripts, identify tables record counts, tables with no data, problem key data
. Modification of scripts accordingly and presentation to client for review
. Determine additional scope (if any) from client review, provide conversion estimate, obtain
client acceptance
. Complete development of conversion scripts
. Run final script with client historical data, log known issues
It is imporfant to note that the number of iterations required depends on the accuracy of the initial
mapping provided by Collier County and on the cleanliness of the data provided. Both factors may
lead to a review of the initial budget set aside for data conversion.
SteD 7 - Confiauration and Customization
In preparation for installation and implementation, Municipal Software will configure all of the PreBuilts
with the specifics identified during data collection. In addition, based on the Functional Requirements
Document provided in Step 3, Municipal Software will develop all the screens, reports, letters and
processes that are not part of the out-of-the-box PreBuilts.
SteD 8 - Intearation
Depending on the integration requirements (batch vs. real-time: one-way vs. bidirectional), this step
may involve the creation of DTS routines or of additional views into other SOL databases and may
involve rework of the CityView database structure. Note that CityView PreBuilts are ODBC and OLE DB
compliant and can link to another database that is also ODBC compliant. Conversely, data can be
imported directly into CityView PreBuilts.
Where necessary, proofs of concepts will be conducted to establish the viability of a preferred
integration option ahead of engaging in full development of the interface.
SteD 9 - Installation
Municipal Software will install and configure your new CityView customized PreBuilts to ensure the goals
ot the project are met. To facilitate training and testing a separate production and test environment will
be set up.
48
Step 10- Retresher Trainina, Fine-tunina and validation
1,0 J
Depending on the time elapsed since SME training, Municipal Software will provide a retresher training
to prepare the tollowing phase, tine-tuning and validation,
Armed with the knowledge ot how your new applications work, your SMEs will provide the tinal bit ot
contiguration intormation relating to lookup table values, tee structures, application types and other
intormation required tor Municipal Software to complete the configuration and installation,
In addition, we will validate together with you that all customization requirements ind reports and letters
have been understood and implemented correctly,
At this point. the contiguration of the CityView security model is done, Note that this is generally
assumed to be the client's responsibility,
Step 11 - System Testina
As a next step, Collier County and MSC will start System Testing against the test scripts developed as a
deliverable from Step 3, During at least three weeks our lead developer and project manager will be
on-site to review and test the delivered application with you, Any required fixes will be provided during
or immediately subsequent to the System Testing,
After all fixes deemed essential for go-live have been provided and retested, the code is frozen and
deployment commences, Provided the acceptance criteria have been met. you will now be asked to
formally accept the delivered solution,
Step 12 - Deployment preparations
This step is mainly Collier County's responsibility, Approximately 1-2 weeks prior to go live, your System
Administrator will need to ensure that the infrastructure is fully configured to support deployment to all
required users so everything can be switched over on the weekend prior to go-live, This means, amongst
other things, that production servers and databases are in place and tested, user workstations are
configured for access to production system, interfaces are reconfigured and pointing to production
systems,
Just prior to go-live, Municipal Softwore will conduct a final data conversion of your historic and
property data,
On the weekend prior to go-live, you will run final set of tests (application, data conversion, interfaces)
and make sure the key go-live readiness criteria are met.
Step 13 - User Trainina and Go-Live
The final step in the implementation process is to train your users and go-live with your new CityView
Solution, Municipal Software will conduct on-site training for all of your front line and advanced users
identified in the training plan,
The front line user training is designed to provide the attendees with a complete understanding of the
business process and day to day functions of your CityView Solution, This training session also provides
the user with the essential skills, tools and time saving tips and techniques associated with operating
CityView,
Advanced or Super users receive all of the above training as well as training on advanced CityView
features, These advanced features are designed to give advanced users the ability to manipulate data
and modify lookup tables in ways that are not required on a day to day basis,
To focus the training and to ensure maximum efficiency, all training is hands-on using your data and
your applications and must be conducted just prior to go-live,
We understand that going live can be a disconcerting time for the front line users of any new software,
so with this in mind, Municipal Software will, as an option, provide one week of assistance on site, During
49
this time the trainer would be made available ta help the users with questions as they arise, easing th~ 0
concerns and complementing their training. 1
Atter you go live, should you have any questions, issues or problems, Municipal Sottware provides you
with access to our technical support services as part ot your ASM agreement. During the tirst three
months atter go-live your Municipal Sottware Project Manager is also just a call away to ensure your
concerns are addressed promptly.
1
.:. Schedule
Provide a Gantt chart identifying major activities proposed as part of the scope of work. The
duration of tasks shall reflect the proposer's reasonable estimate to complete each activity given
the proposer's current and anticipated workload and staff availability.
A tull size version ot the chart is available to be printed trom the accompanying CD.
50
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10 J
.:. Project Management Plan
Provide a narrative describing the role of and introducing each key individual to be assigned to
the project. Provide an organization chart showing functional relationships between the proposer,
sub-consultants, and the County. Show the lines of communication, authority and assigned
responsibility. Should sub-consultant(s) be listed as a part of the project team, the proposer shall
provide a letter from each sub-consultant that indicates the sub-consultant's intent to be a part of
the project team. Proposals submitted without the referenced letter(s) may result in the sub-
consultant qualifications being eliminated from the review process.
Key individuals on the project include the Project Manager, David Saxton, the Lead Business Analyst,
Rick Booth, the lead Application Developers, Deborah Verhille and Trevor Crljenko, and the Senior
Trainer, Blaine Castle. Kai Haosler, our Vice President of Client Services, will be the project executive
for Municipal Software. As project executive Kai will be closely involved in resource management,
escalation issues and participation in steering committee meetings & conterences. Some detail on
each person is available in the main text.
We propose the use of Data Transfer Solutions, LLC for well-defined pieces of work (data conversion
and selected integration tasks) because they have local presence, know the Collier systems well
and have experience with SAP integrations within Collier County. Although we are recommending
the use of Data Transfer Solutions for select functions during the implementation, Municipal Software
maintains overall responsibility for the contract and Dave Saxton maintains the lead Project
Management role. Mr. Saxton has full project management authority on the contract and will
communicate regularly with Collier County's primary Project Manager.
A letter detailing their intent to be a part of the project team is included as Appendix K on Page 176
Indicate the expected participation of top management. For each key individual shown on the
organization chart, identify their company affiliation and office location, and provide a resume.
Identify the proposed project manager.
On a project of this magnitude, Executive Management at Municipal Software will be closely
involved os follows:
1. CEO lain Mclean will have bi-monthly calls with Collier County's Administrator or
designated executive contact (Executive status calls - see project plan).
2. VP Client Services Kai Haosler will be involved in regular Steering Committee
meetings (once a month - see project plan).
3. VP of Product Development Stephen Curran will review and QA project
architecture decisions and manage Quality Assurance tosks.
53
10 J
.'
Proposed involvement of MUnicIPal Software Corporation
and Subcontractors (In checkered boxes)
Lead Analyst
RIck Booth
(Color~do
$plin s, CO)
integratJon
speciahst
TBD
Identify any working relationships that may exist between the proposed project manager and
other key personnel, including sub-consultants. Cite previous projects on which the proposed
project team members have worked together and their respective project roles.
The Project Manager. Dave Saxton. is our most experienced Project Manager and has worked on
numerous implementations for Municipal Software. Dave has experience with larger
implementations, including Oakland, Miami. Huntington Beach and Charlotte. Dave has worked
with Rick Booth, Business Analyst on the Oakland project. On the development side, Dave has
worked with Deborah Verhille on the Miami project and Trevor Crljenko in Huntington Beach. Blaine
Castle, Senior Trainer has worked on numerous projects with Mr. Saxton. Robin Gwynne, our
Infrastructure Architect, has also worked with Mr. Saxton on numerous projects.
Indicate how your project organization will be integrated with the County to achieve a "Team"
approach. Describe how the firm will solicit, receive and incorporate review comments from
County personnel.
The review cycles are firmly embedded in the plan. While domain expertise exists within MSC, we do
not pretend to know better than the client and hence our whole implementation process is based
on partnership, involvement and sign-off. As described in the "Scope of Work" section above,
reviews are conducted at planned intervals as follows:
54
Step 1-Business Process Review - we start out reviewing what you have done so far and get 10 J
acquainted with the way you do your processes.
Step 2 SME training - we want to enable you to work with us to define how the solution will work and
the SME training enables you to do so.
Step 3 - Gap and requirements analysis - will involve on-site workshops, commonly agreed on
requirements and acceptance criteria. You sign off after a formal 10 day review period.
Step 4 - Project Planning - commonly arrived at. You sign off after a review of 5 days.
Step 10- Fine tuning and validation - 25 days to make sure we really understood your requirements.
Step 11 - System Testing; 3 weeks on-site presence to fix in-scope items.
Step 13 - User training - to prepare users for go-live.
Provide a narrative describing the level of efrort, which each key individual will commit to the
proposed project. Provide a table indicating the percentage of each key individual's time, which
will be allocated to the project (based on a 40-hour work week). For projects with distinct
phases on tasks over relatively long durations for which the level of participation by each
individual will vary (i.e., study, design, etc.), provide the percentage of time commitment for
each major component of the work.
See inserted spreadsheet below. The unit of measurement in the spreadsheet is in "person
days".
55
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Describe the firm's approach to ensuring that the project is completed on time and within the
contract amount.
Project completion and adherence to timelines relies on thorough requirements analysis with a
tormal sign-oil. An example ot a detailed tunctional specitication is included as Appendix L. It
subsequent scope creep should occur. it will be dealt with in a proper Change Order process,
detailing ellort. costs and impact on timeline. We will also conduct thorough internal monitoring
and QA mechanisms (tormal analysis-development hand over sessions, design reviews by paired-
up developers and abundant use ot QA tools).
We will also incorporate the use ot templates generated on the basis ot 100+ implementations to
include:
1. Process tlow documents tor PreBuilts
2. Detailed tunctional specs (see example)
3. Data collection utilities
4. Data mapping tools
Provide a statement as to what effect your current and anticipated workloads will have on your
ability to perform this work. Provide a table or graph showing current and anticipated labor-hour
commitments compared to available labor resources by month over the duration of the project.
Firms are required to provide an estimate of the required man hours for each task as part of their
proposal package.
It the prior Business Analysis conducted during the Hansen implementation were insullicient, then
the main demand would be upon the Business Analysis in Steps I and 3 ot the spreadsheet
above. Up to 40% ot MSC analysis capacity will be bound during the limited analysis phase.
Should we tace a bottleneck, we would resort to additional analysis capacities available within
other departments within MSC (Technical Support and the New Product Development team) or
our local partner, Data Transter Solutions.
At its peak, development in Step 7 (contiguration and customization) will require up to tour
developers to work in parallel. This represents approximately 60% ot total available resources.
NOTE: The proposer may provide information in addition to the information requested; however, the
additional information must be placed at the end of the proposer's submittal in a section separatedfrom the
remainder of the proposal.
The remainder afthis page is intentionally left blank.
57
III.3 Supplemental Information
10 j -- /1
1. Statement of litigation that firm or staff of firm is currently involved in, or has been involved in over
the past five (5) years, stating points of contention and results if available. (Appendix A)
2. Total fees for work done on all Collier County Government projects in the past five (5) years. (If no
work has been performed by your firm, state "none".) (Appendix B)
3. Proposer Qualification Form. (Appendix C)
4. Insurance Requirements Certification. (Appendix D)
5. Proposer's Checklist. (Appendix E)
6. Proposer Declaration Statement. (Appendix F)
7. Conflict ofInterest Statement.(Appendix G)
8. Vendor Information Questionnaire (Section 111.1)
9. Proposal Questionnaire (Section 111.2)
10. Proposer shall provide a list of any businesses and/or organizations to which the firm has any
affiliation or obligations within the past five (5) years; whether paid or donated, which could be
construed by the County as a conflict of interest.
11. Declaration of commitment not to pursue any private sector work within the limits of the County
project or directly affected by the County project until the County project is completed and accepted
by the County.
By signing below in the space provided, a principal of the firm certifies that the firm will comply fully with
item 11 if awarded a contract by the County.
lain McLean
Print Name of Principal
Chief Executive Officer
Print Title
Signature of Principal
Date of Signature
58
.:"1 ~ ~I )1'.4,
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IV. Grading Criteria and Point Assignment Description
59
IV.1 Phase 1
10 J
All proposals will be evaluated and graded on the following Phase I and Phase 2 criteria. Phase I standards are
designed to evaluate all responses, and determine those vendor systems meeting the minimum standards
required to enter into Phase 2 evaluation.
A. Completeness of Application
In questions I - 4, an answer of 'No' to any of the questions will result in the vendor's RFP response being
disqualified. No further grading of the RFP will be done.
I. Did the vendor respond to each functional area outlined in the RFP? Yes X No
2. Did the vendor follow our format to answer questions and were the questions answered as completely
as possible? Yes_X_ No_
3. Is the vendor's software application compatible with, or able to come into compliance with, all Collier
County general, security, and database technical specifications as outline in Section VI of this
document? Yes X No
4. Does the vendor currently have their proposed application in full production and usage with multiple
Community Development operations similar in nature and comparable in size to Collier County?
Yes X No
B. Coverage of Core Functionality Needs
In question I below an answer of 'No' will result in the vendor's RFP response being disqualified. No further
grading of the RFP will be done.
1. Does the vendor's system completely (as a sole source) provide modules to address CDES core
functional needs of Planning / Zoning approvals, Building permit issuance, construction inspections, and
Code Enforcement? Yes X No
The remainder of this page is intentionally left blank.
60
IV.2 Phase 2
10 J
Those vendor proposals successfully passing Phase I will then be evaluated for final selection by the following
Phase 2 criteria.
A. Functionalitv Selection Criteria 20 points
The functionality selection criteria worksheets, to be completed by the vendor, are in section V of this
RFP. Completeness and accuracy of answers to the worksheets questions will evaluated in the Required
Proof of Concept demonstration to be held in the presence of the Collier County selection committee.
B. Vendor Relationshin 10 points
Rating will be based on an assessment of the proposer's knowledge and understanding of the nature of
the work as necessary to achieve a successful project, and maintain a successful long term relationship
with Collier County. Injormation presented under the Required Proposal Submittals, section 111, will be
evaluated as the basis of this rating.
C. Other Jurisdictional References 10 points
Rating will be based on the vendor's ability to provide verifiable references demonstrating completed
successful implementations of "ystems of very similar scope to that requested in this RFP, at
jurisdictions of similar or greater size and activity levels to Collier County's.
D. Cost 10 points
Rating to be based on the vendor's ability to provide the best total value jar a chosen system, both in the
short term and the long term. Section VII of this RFP outlines system cost requirements jar the vendor's
response to this RFP.
E. GIS 10 points
Rating to be based on the vendor's ability to leverage and maximize Collier County's existing
investment in GIS capabilities. GIS capability to be evaluated as part of the Proof of Concept
Demonstration. Points awarded for this individual criterion on an ordinal basis, with that vendor
deemed to have the best solution awarded all 10 points; secondary vendors will receive 0 points.
F. Comoliance with Technical Requirements 10 points
Rating to be based on the level of compliance with section VI of this RFP, Technical Requirements.
Scoring preference will be given to a solution which most closely complies with Collier's existing
technical environment and needs, and requires the least amount of Collier County technical resources to
implement.
G. Required Proof of Concent Demonstration 30 points
Rating to be based on a successful demonstration before Collier County's selection committee. Section
VIII of this RFP gives the required scripts to be used andfunctionality points to be shown by each short-
listed vendor. Grading will be on both ability to demonstrate functionally, and adherence to the listed
scripts.
Total maximum points to be awarded equal 100.
61
V. Functionality - Selection Criteria Worksheets
10,1
62
Functionality - Selection Criteria Worksheets
10 J
~.
This section of the RFP contains a column labeled as "Score" and serves as the response document for the
functional requirements of the system.
This document must be completed and submitted with the proposal. Failure to complete and return this section
of the RFP will result in the proposal being deemed non-responsive. This section is to be returned on the
original forms provided. In no case shall the requirements be retyped or altered in any way from those provided
within. Any item left blank or marked with a non-defined status code will result in a ' 0 ' response being
assigned (i.e., System does not support this feature and no customization is proposed.) Any ranking from 1-3
will require vendor to give written explanation to how they will meet our criteria, when they will meet our
criteria and any additional costs required to meet our criteria.
Each requirement in this response document must be marked in the Score column with one of the following
status codes:
[ 4 ] Standard feature in current release.
[ 3 ] Requires customization at no cost and is included in overall proposal price.
[ 2 ] Planned feature. Function will be provided in the next major release at no cost and is
included in overall proposal price.
[ 1] Requires customization at additional cost as specified in cost proposal, Implementation
Costs.
[ 0 ] System does not support this feature and no customization is proposed
The remainder of this page is intentionally left blank.
In grading our product against the functionality requirements, we selected to reflect all
customization tasks as a score of 3 for the following reasons:
. All will be included as part of the implementation for go live.
. All costs are included in the overall proposal price - no additional costs will
occur except in cases of scope creep.
63
10.J
64
V.I Code Enforcement
Score Code Enforcement Functional Requirements
Business Process - Action Orders and Code Cases
3 I) The system should accept complaints filed online and by staff input. The
complainant on-line should be able to enter information onto an electronic
complaint form accompanied by a map to obtain a precise location of the
complaint. The system should check on-line complaints for duplication and
jurisdiction. When the system finds an existing active case (that the complaint
is a duplicate), it should automatically find the current reference number and
provide that information to the complaint on-line. When the system detects a
jurisdiction conflict with all or part of the complaint, it should automatically
generate a referral and notifY the appropriate department or agency. A
complaint number must be automatically assigned to new complaints and/or
referrals. Completed complainant information fields will always be required
for complaints identified as; 'Minimum Housing', 'Prohibited Exotics', or
'Noise'. This should be changeable as needed, should
policies/ordinances/statutes be adopted which further restrict or loosen said
requirements as they pertain to anonymous complaints.
3 2) Other complaints entered by staff should be checked by the system for
duplication and jurisdiction. When the system finds an existing active case
(that the complaint is a duplicate), it should automatically find the current
reference number and record the filing as a complainant inquiry. When the
system detects a jurisdiction conflict it should automatically generate a
referral and notify the appropriate department or agency. A complaint number
must be automatically assigned to new complaints and referrals.
3 3) The complaint should be assigned by the system to a Code Investigator based
on the location of the complaint. The system must allow for reassignment and
referrals. Integration with a department calendar within Outlook should
identifY Investigators who are scheduled on Vacation or Leave and allow for
rules defined by management which would automatically reassign a case
under certain user-defined conditions. The system will automatically print the
Action Order upon assignment or log within a scheduled reporting function
allowing daily, weekly, on demand, etc action order generation.
4 4) The system will be capable of searching for all information related to the
investigation, including chronological tracking, and will continue to do so
until; the complaint is resolved, or the complaint is determined to be
unfounded, or if the violation is confirmed the system will be capable of
producing a citation or Notice of Violation, or if the complaint is resolved or
unfounded it is closed in the system by staff.
4 5) The system should be capable of automatically assigning a complaint number
(reference number), any additional information (i.e.: parcel, owner name and
address, cited code section and associated verbiage), when complaint code and
site location are input by staff.
4 6) Complaint/Case information must be retrievable with a minimal amount of
information. (partial address, owner's name, parcel number, investigator, etc.)
4 7) When a search is performed, the system should respond by displaying related
complaint history, permit history, licenses and/or related Code Enforcement
Board or Special Master Data. User should be able to:
4 8) Check for existing complaints on the properties that are currently under
investigation.
4 9) Verify unresolved cases.
4 10) Check if recurrent problem.
10
1
Requires
customization.
Available at go
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customization.
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proposal price
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customization.
Available at go
live. Included in
proposal price
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4
II) Check if complying with previous Code Enforcement Board or Special Master
Order.
12) Check any other complaints by this agency and other agencies related to this
property who are utilizing this same software suite.
13) Check for recently applied for or granted special exceptions, variances,
permits, licenses, etc. related to this property.
14) Verify the property's current zoning.
15) The system should be capable of preparing multiple notices for multiple
parties based on current Tax Collector ownership data (as required by Florida
Statute) .
4
4
4
3
4
16) The system will be capable of user control via pull down menus and point and
click GUI which can be configured/reconfigured as needed to accommodate
changes to processes and additions as needed.
17) The system should automatically check for variances, permits, licenses, etc.
related to this property that may have been issued and/or applied for after the
Notice was sent to attain compliance. The system should always have the
most recent changes to any property available, updating changes in real-time
ensuring that associated Code Cases and relevant property files are up-to-date.
18) The system must keep track of performance management (i.e.: time to resolve
a complaint, number of inspections, time spent per inspection) automatically
and be available at any time such data is required throughout the life of the
case. The system should be able to generate, for purposes of prosecution, an
operational cost amount as allowed by F.S. chl62 which will be determined
using a formula (amount of time spent on case X hourly rate of pay) and
should allow for modifications to this amount or formula as costs and policies
change. (Currently the system should pull hourly rate/cost from SAP.) The
system will allow the investigator to reschedule an inspection for any date.
The system must allow an unlimited number of inspections to be scheduled.
The system will flag or remind officers in advance of inspections, meetings,
hearings, etc. that relate to the case. The system should be able to, based on
the inspections/appointments scheduled, provide logical route mapping and
otTer such routing to the investigator for printing or review. The system must
have the capability to track all case information in chronological order.
19) The system will generate a form letter notifying the complainant and close the
case if the complaint is resolved or unfounded, based on the results of an
investigation.
4
3
3
3
20) The system must prepare, at the request of the investigator, a pre-formatted
Notice of Violation (pertinent preformatted NOV utilized based on drop-down
box type function as created and modified by management) which is
populated by stored data (case number, respondent's name, date violation
found, violation ordinance, description of violation, investigator's name and
contact information and originating complaint number, if applicable). The
system should print pertinent quantities of said Notice, if requested, or store
the Notice for later printing. If any party/respondent address is located
outside of Collier County, the system will automatically print a Notice for
delivery via Certified mail. As possible, a queue/report could maintain such
notices and print once daily or on demand and such schedule is available for
moditication by management.
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proposal price
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customization.
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proposal price
66
4
21) The system must require a date specific field to record when notices, letters,
etc. were sent and by what means (certified or first class) as well as denoting
when service of a notice was made or declined.
22) The system needs to have the ability to store and retrieve data in various
formats for contracted services, other agencies, media, clerk, investigators,
etc. The information must be retrievable by violation types, fines, area, time
frame, officer, agency, department, action taken and location (addresses, city,
parcel number, etc.). Reporting must be available within all modules based on
all fields.
23) The system must be capable of displaying and printing current complaints
associated with any property (including historical complaint data) and flag
users of any alerts placed by other departments and users.
24) Code Enforcement Board/Special Master
25) This procedure begins when a violator is non-compliant, has been duly
notified, and County staff refers the case to either the Code Enforcement
Board or Special Master.
26) The system should be capable of automatically assigning a CEB/OSM case
number, hearing date, and print a Notice of Hearing, when a date for said
hearing is entered. Date of hearing will be subject to override based on user
control tables.
4
4
4
3
4
27) The system should, upon request by staff, make available any data relating to
the code case, verify compliance with notice requirements and print a request
for hearing before either the Code Enforcement Board or Special Master.
28) The system must notify the Operations Coordinator (and any other persons
deemed necessary by management) of the cases to be schedule for hearing.
3
4
29) Case information such as sent/received correspondence, information reports,
digital pictures and other documents will be stored on the network and retain
association to the pertinent case file and address record. The act of storing
any said information in either the case file or address record will allow for
immediate association to the other and therefore not require same to be loaded
in two locations.
30) The active CEB or OSM file must be maintained until the case is resolved.
The system should prepare all hearing notices (continuances, withdrawals,
subpoenas) for all parties involved using stored data (CEB/OSM case number,
respondent's name, date of hearing, violation ordinance, investigator's name
and contact information and originating complaint number.)
31) The system should prepare the Code Enforcement Board and Special Master
Agenda using stored data (CEB/OSM case number, complaint number,
respondent's name, respondent's representative, method of service, type of
violation, location of violation, parcel number, zoning, CEB/OSM history and
investigator's name.)
32) The system should automatically prepare and print the appropriate CEB/OSM
orders using data entered by the Operations Coordinator during or after the
hearing, i.e.: Orders of Compliance, Orders of Non-Compliance, Orders of
Non-Compliance/Orders Imposing Fine. Lien, Orders Imposing Fine/Lien,
Orders of Non-Compliance/Orders of Dismissal.
33) System will assist staff by tracking the status and activity of the case from
beginning to end. Information to be tracked includes, but not limited to:
3
3
3
4
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proposal price
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customization.
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proposal price
67
3
3
3
3
3
3
3
Follow ups, board hearings, attorneys or representatives, swnmary of
dispositions, subpoenas, related violations, deadlines, and events. Integration
with Outlook is required.
Rental Registration Program
34) The premise of the rental registration program is to register the rental
properties in Collier County. The registration provides Code Enforcement
with current owner and lor local agent information (including name, address,
phone, & e-mail). The information is used to assist Code Enforcement by
making available the appropriate contacts to clear up a violation on the subject
property. Registration must be renewed each year by June 30th (Rental
season runs from June to June). Initial Registrations are currently required in
person or via mail and an on-line account can be established for renewal, if
desired. Early registration renewal is allowed starting the I st business day in
May via web-based method. Registration may be mailed in or paid by credit
card over the rental registration web page. Payment must trigger the
appropriate change in the status of the account.
35) Capability of accepting rental registration applications and related documents
submitted in hard copy form. System will be capable of accepting scanned
documents and associating such documents with the case and related address
record.
36) At the conclusion of data entry, the system must generate the applicable
distribution memo, reminder task, electronic notification to reviewer's, form
letter, action orders for investigators, etc
37) Capability of tracking an application's life cycle status (pending, accepted,
revised, response letter, etc).
38) Capability of displaying and researching applications based on user defined
parameters.
39) Upon submission of an application staff will enter request type and parcel
number/address and applicant information into the system:
40) System will have capability to check and validate the property address and
ownership using Property Appraiser and Tax Collector data to reconcile.
41) System will have capability of tracking all fees associated with said
permit/license/etc.
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68
3 42) System will have capability of automatically generating letter to applicant if Requires
application is incomplete, stating reasons for incompleteness based on user customization.l0 .",:
controlled checklist with user ability to edit. Available at g<1 "
live. Included in
proposal price
3 43) System will be able to manage processes and actions associated with Requires
continuance and withdrawal of applications, including refunding application customization.
fees, amending application, etc. Available at go
live. Included in
proposal price
3 44) System is capable of generating an action order for cancelled registration in Requires
order to verify occupancy status by an investigator. customization.
Available at go
live. Included in
proposal price
3 45) Tracking an application's life cycle status (pending, accepted, revised, Requires
response letter, etc). customization.
Available at go
live. Included in
proposal price
3 46) Capability of tracking an application in relation to preceding related Requires
applications and to future related applications. customization.
Available at go
live. Included in
proposal price
3 47) Capability of counting applications as they are submitted and reviewed. Requires
customization.
Available at go
live. Included in
proposal price
3 48) Prevent the intake of an application when certain conditions exist. Requires
customization.
Available at go
live. Included in
proposal price
3 49) The system must be capable of automatically calculating, or recording fee Requires
payments of various types and of maintaining a payment history directly customization.
related to the file. Available at go
live. Included in
proposal price
3 50) The system will be capable of taking said applications via internet, hard copy, Requires
and fax; from within the subject system from other departments and have the customization.
capability of tracking all said permit activity by user defined parameters. Available at go
live. Included in
proposal price
3 51) Upon entry of such application, the system will assign a unique identifier Requires
which will be available to staff as well as the applicant. customization.
Available at go
live. Included in
proposal price
69
4
VehicIe for Hire
52) The system will be capable of tracking the licensing/permitting of all Taxi
Cabs and Limousines operating in Collier County. New companies are
required to meet specific requirements including being in good credit
standings and having an acceptable background history. Similar background
reviews are conducted on prospective drivers within the County. Annual
certificate review is completed by the last business day in January while
Driver's Identification annual renewal date is based on the vehicle's State of
Florida registration date. In addition to tracking annual vehicle registration,
companies operating these vehicles are required to provide the following
information: VIN numbers, make, model and year of the vehicle, license plate
numbers, the number of passengers it is authorized to carry, insurance
company name and policy number, driver name and license, vehicle
inspections, owner and co-owners names.
53) Capability of accepting vehicle for hire licensing applications and related
documents submitted in hard copy form. System will be capable of accepting
scanned documents by stafl' and associating such documents with the case and
related address record.
54) Capability oftracking an application's life cycle status (pending, accepted,
revised, response letter, etc).
55) At the conclusion of data entry, the system must generate the applicable
distribution memo, reminder task, electronic notification to reviewer's, action
orders for investigators, etc.
4
4
3
4
56) Capability of displaying and researching applications based on user defined
parameters.
57) Upon submission of an application staff will enter request type and parcel
number/address and applicant information into the system:
58) System will have capability to check and validate the property address and
ownership.
59) System will have capability of tracking all fees associated with said
permit/license/etc.
60) System will have capability of automatically generating letter to applicant if
application is incomplete, stating reasons for incompleteness based on user
controlled checklist with user ability to edit.
4
4
4
3
3
61) System will be able to manage processes and actions associated with
continuance and withdrawal of applications, including refunding application
fees, amending application, etc.
3
62) Tracking an application's life cycle status (pending, accepted, revised,
response letter, etc).
4 63) Capability of tracking an application in relation to preceding related
applications and to future related applications.
4 64) Capability of counting applications as they are submitted and reviewed.
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3 65) The system will facilitate collection of data to be fed to an outside application, Requires 1n \
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which processes the background checks, for both individual and company customization. ~ I. ,
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credit and criminal histories. The system will allow user-defined rechecks of Available at go
said history at set intervals. live. Included in
proposal price
4 66) The system must be capable of automatically calculating, or recording fee
payments of various types and of maintaining a payment history directly
related to the file.
3 67) Prevent the intake of an application when certain conditions exist. Requires
customization.
Available at go
live. Included in
proposal price
3 68) The system will be capable of taking said applications via internet, hard copy, Requires
and fax from within the subject system from other departments and have the customization.
capability of tracking all said permit activity by user defined parameters. Available at go
live. Included in
proposal price
4 69) Upon entry of such application, the system will assign a unique identifier
which will be available to staff as well as the applicant.
3 70) The system will be capable of creating a driver ID using a photograph
manually loaded by the investigator.
Permit Issuance/CitationslInvoiceslBoarding CertificateslHousing
Inspections/Garage Sale/Amplified Music Permitletc
4 71) Capability of accepting applications and related documents submitted in hard
copy form.
4 72) Capability of tracking an application's life cycle status (pending, accepted,
revised, response letter, etc).
3 73) At the conclusion of data entry, the system must generate the applicable Requires
distribution memo, reminder task, electronic notiiication to reviewer's), etc. customization.
Available at go
live. Included in
proposal price
4 74) Capability of retrieving and displaying; zoning maps, FEMA maps, GIS maps,
topographic surveys, etc and linking them electronically to the proj ect file.
Must be able to print a hard copy of the case and said associated files.
4 75) Capability of displaying and researching applications based on user defined
parameters.
4 76) Upon submission of an application staff will enter request type and parcel
number and applicant information into the system:
4 77) System will have capability to check and validate the property address and
ownership.
4 78) System will have capability of tracking all fees associated with said
permi tllicensel etc.
3 79) System will have capability of automatically generating letter to applicant if Requires
application is incomplete, stating reasons for incompleteness based on user customization.
controlled checklist with user ability to edit. Available at go
live. Included in
proposal price
4 80) System has capability of accepting documents ior scanning, with zoom
capabilities.
71
3
81) System will be able to manage processes and actions associated with
continuance and withdrawal of applications, including refunding application
fees, amending application, etc.
3
82) Tracking an application's life cycle status (pending, accepted, revised,
response letter, etc).
83) Capability of tracking an application in relation to preceding related
applications and to future related applications.
3
4 84) Capability of counting applications as they are submitted and reviewed.
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Requires 10'
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
72
V.2 Building Review and Permitting
Score Permitting Functional Requirements
Permit Center - Generate Electronic File
I) Customer files a permit application either by hard copy, (currently the only
way with the exception of our E-Permits purchased on-line), Internet, or
electronic format. System must be geared to accept electronic signatures for
legal purposes, and also to sign off certificates of occupancy so it can be
emailed to the customer and the Collier County Property Appraiser, and filed
with the permit record. This is especially important for us to be able to review
all potential solutions to process electronically submitted plans and supporting
documents.
3
3
Permit Center - Electronic File Description
2) Ability to accept fee payments electronically.
3
3) Identify on file the origin of the application, preferred office and method of
pickup.
3
4) Store date and time of application and ready issue status on permit record.
4
5) Check and validate parcel id, legal description, the property address and
ownership through the GIS system integration. The system needs to interface
with the GIS database.
6) Check for permit duplication (Does active permits for this work already exist
at this address?).
7) Check for existing notices of violations and apply appropriate fees.
8) Capability of issuing a single (combined) permit for more than one work type.
(E.g. building, electrical, mechanical, plumbing, pool, etc.)
4
4
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3
9) System checks for water and sewer boundaries, power company boundaries,
maintaining authority for roads, and impact fee zones and GIS overlays.
3
10) Capability of system to issue a book of 10 "convenience permits" with no
specific site address attached to them until an inspection is requested by
contractor, book of permits are specific to one trade by valid licensed
contractor. (Valid trades limited to: AlC Replacement, Re-Roof & Siding).
10 \j
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
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Permit Center - Workflow
II) System determines routing for permit application (agencies involved,
necessary reviews and all conditions of approval), per user defined control
table.
12) System tracks status of permit application throughout the process until all
required conditions of approval are met and recorded. System status
information can be accessed online. If a permit is on hold, the system will flag
the permit to check if the customer is moving forward on the permit after a
180-day time period.
13) A permit cannot be amended, extended or cancelled if an approved result for
tinal inspection has been performed or C.O. issued, unless authorized by the
Building Department Director.
14) If a permit is system cancelled, system will automatically generate the
notification (form letter) to property owner and permit holder and place permit
in a canceled status.
15) Check issuance of prerequisite permits, DEP, ACOE permits and other user
defined information, etc. Check other preconditions to process a permit (e.g.
submission of site-related plans, etc.)
Permit Center - Financial TransactionslImpact Fees
16) NotifY processing staff about pending permits requiring different handling
categories: ready issue; hold for other department reviews; hold for
completing documentation (private provider or threshold, etc.)
Impact Fees
17) System will have capability of calculating impact fees based on an impact fee
use code that will generate the designated impact fees for up to twelve
different accounts.
a. System will automatically calculate impact fees from living area square
feet, total square feet, and/or from impact fee square feet as noted.
b. System will have the capability of paying part, or all, of a particular
impact fee on a building permit with previously paid advance deposits for
the project, with the payment amount deducted from such deposit, and the
system maintaining a running balance.
c. System will generate the Road and Fire District for the property from GIS.
iO J'
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
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proposal price 10 J
4 d. System will generate and record refunds.
3 e. System will allow impact fees to be partially or fully waived, with waived Requires
amount showing on payment slip and able to be tracked. customization.
Available at go
live. Included in
proposal price
3 f. System will calculate impact fees based upon fees in effect at building Requires
permit application date, and allow for editing of a building permit customization.
application date. Available at go
live. Included in
proposal price
4 g. System will allow for frequent updating of fees to also include ability to
maintain effective dates for fees created in system tables.
Permit Center - CommunicationINotification
3 18) Quality notifications for parcel, incorrect addresses, county maintained roads, Requires
sibling parcel becomes permit identifier (right now it's the parent); electronic customization.
checklist tied to each work type for the permit. Notice if a parcel cannot get a Available at go
permit for some reason, (i.e. zoning violation notice or moratorium, etc.) live. Included in
proposal price
4 19) System has capability to track all permit, license and certificate/license
activity including fees by user defined parameters.
3 20) Work with county web based permit and payment system. Requires
customization.
Available at go
live. Included in
proposal price
3 21) Capability to track and collect fees for other municipalities as regulated by Requires
Interlocal Agreement. customization.
Available at go
live. Included in
proposal price
3 22) Permit comments/notes should be generated in a standard letter format and Requires
faxed or emailed by Microsoft Outlook for correspondence with customization.
customer/contractor. This could require multiple text fields - as many as Available at go
required per record so that the plan review coordinator can send out comment live. Included in
letter. Wrap and spell check are necessary. proposal price
3 23) Prevent the issuance of a permit to a property address when one or more Requires
special conditions are associated with that property address and county staff customization.
has not elected to override the special condition(s). (Permit Hold comments, Available at go
etc.) live. Included in
proposal price
3 24) Input email addresses and use them to notifY subcontractors in lieu of mailing Requires
or in the absence of email, generate a post card. customization.
Available at go
live. Included in
proposal price
3 25) Contractor can access status information online and schedule inspections. Requires
customization.
Available at go
live. Included in
75
3
26) After all required reviews have been completed and updates have been
performed to reflect fee payment, etc., the system must automatically print the
required permit with the date and time it was issued.
3
27) Capability to allow completion of permit process to electronically notify
contractor that the permit is ready for issuance and the balance of required
fees to be paid at time of issuance.
3
28) Generate a form letter to comply with Florida Statute 713.13, Notice of
Commencement (NOC).
3
Permit Center - Reporting / Query
29) Capability of reporting number of permits within a specified subdivision or
location, type of permit, status of permit and/or other user defined parameters.
3
30) Capability to produce all of the existing reports. Capability to post standard
monthly permitting reports to the County Internet Website on daily, weekly
and/or monthly basis.
prop~sal price 1 0 J
ReqUires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
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3
3
3
3
3
3
3
3
Building Permit & Plan Review - Masterplan
Masterplan Functional Requirements
Masterplan - Permit Process
I) This process begins when a contractor submits a Masterplan application
accompanied by plans proposing a specific building plan type to be reviewed
for compliance with current building construction codes as a master reference
for future building construction. (Note: An approved Masterplan provides the
ability to master construction plans for structures at a single subdivision
location for multi -family structure types and unlimited locations for other
structure types within the County specific to a contractor and current
construction codes. This allows a contractor to submit for permit applications
referencing the approved mastered plan without submitting multiple
construction plans over and over again reducing the overall permit process
timeframe and expense of plan copies for contractors. When new construction
codes are adopted a new Masterplan must be submitted for review and
approval. )
2) Technician selects the type of process:
a. New Masterplan submission (residential or commercial)
b. Add subdivision/location to existing Masterplan for fee assessment
purposes.
c. Revision to existing Masterplan file.
d. Update/inactive/cancel/void.
3) Masterplan Permitting Technician enters information into the system. All
options are listed separately including their corresponding square footage.
4) Masterplan permit number is generated. A separate Masterplan permit number
is assigned for each structure type submitted for Masterplan review.
5) Building permit fees are calculated separately for each Masterplan option and
stored electronically for future reference when actual building permit is
obtained.
10 \J
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Req uires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
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proposal price
Requires
customization.
Available at go
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3
6) Impact fees on a Masterplan will not store for future use, but will
automatically calculate on subsequent building permits, based upon
application date of such permits.
7) Customer pays application fees (credited to first application for construction
from Masterplan).
4 8) System will automatically assign the Masterplan to a queue until the plan
reviews are actually assigned to a plan examiner. System tracks the amount of
time plans are waiting in queue.
4 9) Permit Technician (PT) determines who needs to review plans based on
masterplan type and information supplied by applicant and enters information
into the system. After plans examiner is assigned system will move plans out
of the queue.
3
3
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3
Masterplan Plan - Review Process
10) Plans examiner is assigned per user control table with override capability by
supervisor. System keeps track of date and time for each plans examiner from
start to finish for each review, record review comment details and repeat for
all required re-submittals.
II) Plans examiner distributes plans and assigns next review as required/noted in
Masterplan application review process until all required reviews are
completed. If any plan review is rejected, plans examiner enters their review
comments into the system and system produces auto generated review
comment detail letter to be sent to applicant/customer at the conclusion of all
completed reviews. When all reviews have been completed with an approved
status then go to step 14 below.
12) Applicant/customer withdraws rejected plans and amends plans to respond to
comments.
13) Applicant/customer submits revised plans with requested documents to
address review comment details. Permit Technician (PT) re-assigns and
distributes the plans to the outstanding plan review examiners. Capability for
system to keep track of date and time applicant/customer submits revised
plans.
14) Steps 10 & II are repeated until all issues have been resolved and each plans
examiner approves the plans or the application is withdrawn from system.
15) Capability to allow applicant/customer to check status of application including
review comment details via Internet throughout permit process.
4 16) After all conditions of approval for Masterplan review have been satisfied, the
permit package is sent to the Masterplan Permit Tech for final review and
approval. Customer is notified that Plans are ready for pick up.
prop~sal price 1 0 J
ReqUires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
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17) Systems to auto generate a Masterplan approval letter to be included with all
subsequent permit submissions.
3
18) Possible actions after a Masterplan Permit has been approved or issued:
a. Submit minor revisions for review and approval.
3
b. Update applicant information.
3
c. Change Masterplan status to inactive or cancel.
3
d. Retrieve information! generate reports.
3
19) Masterplans are not exclusive to a specific address but are exclusive to a
specific subdivision for multi-family developments.
3
20) Masterplans will become invalid when a new code is adopted by the State.
3
21) System needs to have capability of implementing grace periods outlined by
code through the use of an expiration date entered into the Masterplan record.
3
22) System will generate automatic letters to advise customers about deadlines
associated with new code cycles.
3
23) System will flag users when code has changed, to prevent old Masters from
being used.
Requir~s . 10 J
customlzatlOn.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
79
3
3
3
3
3
Building Permit & Plan Review - Commercial, Single-Family and Multi-
Family
Building Functional Requirements
Building Permit - Application Process
I) This process begins when a customer/contractor submits a Residential One &
Two Family, Multi-Family or Commercial type building permit application to
be reviewed for compliance with current codes including but not limited to:
a. Florida Building Codes
b. Florida Fire Prevention
c. National Electric Code
d. Collier County Ordinance - Building Construction Administrative Code
e. Collier County Land Development Code
2) Technician selects the type of permit including but not limited to:
3 a. New Commercial Building
3 b. New I or 2 Family Residence
3 c. New Multi-family Building
3 d. Commercial/Multi-Family/One or Two Family Addition and/or Alteration
3 e. CommerciaIlMulti-Family/One or Two Family Swimming Pools
3 f. Commercial/Multi-Family/One or Two Family Storage Buildings
3 g. Signs
3 h. Miscellaneous Express. (deck/screen/shed, one trade only, etc.)
3 1. Masterplan Sub-permits, (actual construction permits that are submitted
after the Masterplan has been approved).
3) Technician enters information into the system, including but not limited to:
4 a. Address
4 b. Contractor
4 c. Square footage
4 d. Number of bathrooms
4 e. Number of bedrooms
4 f. Electrical amps
4 g. NC tonnage
10J
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Configuration
Configuration
Configuration
Configuration
Configuration
Configuration
Configuration
Configuration
Configuration
80
4
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h. Work started without Permit (WWP)
i. Economic Development Council, (EDC) - Fast Track designation
4) Permit number is auto generated by system.
5) Application fees are auto generated by system with potential to also manually
add applicable fees and payment slip is auto generated.
3
6) Customer provides payment slip to cashier for payment of application fees
3
7) The system has capability to print labels through the Permit Center, with
project information relative to plans, i.e. permit number, project name etc.
3
8) System will automatically assign permit package to a queue until it has
actually been assigned to a review department and/or plans examiner. System
tracks the amount of time plans are waiting in queue. NOTE: If permit does
not require additional reviews then Permit Tech completes their review, enters
required permit fees and inspections and prints payment slip to issue permit.
9) Permit package is forwarded to applicable review area, (Commercial and
Multi-family routed to (CPRC) Commercial Plans Review Coordinator and
(ZDPT) Zoning Department Planning Tech and One or Two Family routed to
(PPT) Permit Planning Tech.) After plans examiner is assigned, system will
move plans out of the queue and into the plan review stage.
3
4
Building Permit - Plan Review Process
10) Review department and/or plans examiner is assigned per user control table
with override capability by supervisor. System keeps track of date and time
for each review department/plans examiner from start to finish for each
review, record review comment details and repeat for all re-reviews as
required.
II) PT, CPRC or RPRC distributes permit package to review department and/or
plans examiner. Building Department plans examiner completes review and
assigns review and distributes plans to next plans examiner within the
Building Department as required/noted in application review process until all
required Building Dept. reviews are completed. If any plan review is rejected,
review department/plans examiner enters their review comments into the
system and system produces a review comment detail letter to be sent by
CPRC to applicant/customer at conclusion of all completed reviews. When all
reviews are completed with an approved status then go forward to step 16
below.
12) Applicant/Customer submits revised plans and applicable documents to
address review comment details to Commercial Plan Review Coordinator
(CPRC) or Residential Plan Review Coordinator (RPRC) as applicable.
Coordinator re-assigns and distributes revised plans to applicable plan review
examiners. Capability for system to keep track of date and time when
applicant/customer submits revised plan package.
13) Steps II, 12 & 13 are repeated until all issues have been resolved and each
3
4
4
10 J
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
81
3
plans examiner approves the plans or the application is withdrawn from the
system.
14) After all conditions of approval have been satisfied, the permit package is sent
to Final Permit Customer Service (FPCS) for final review and approval.
Permit package is completed and FPCS contacts customer, see Permit Center
- Communication/Notification Item #26.
3
15) Possible actions after permit has been issued include but are not limited to:
3
a. Submittal proposing revisions/changes subject to review and approval.
3
b. Update/change general contractor and/or sub-contractor information.
3
c. Additional fee collection required based on approved revisions/changes.
10..1
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
82
Plan Review Management
Building Functional Requirements
10 J
Building - Plan Review Management
4 1) The system has capability of tracking different types of plans by review
discipline, applicant, plan reviewer (flexible query ability) based on permit
application number, which can be easily customized. Types of reviews include
but are not limited to:
3 a. Structural Configuration
3 b. Electrical Configuration
3 c. Mechanical Configuration
3 d. Plumbing Configuration
3 e. Fire Configuration
3 f. FEMA - Flood Zone Requirements Configuration
3 g. Utilities - County Sewer and/or Water Configuration
3 h. Health Dept. - Septic/Well/Food Services Configuration
3 l. Environmental Configuration
3 J. Zoning Configuration
3 k. Impact Fee Configuration
3 I. Signs Configuration
3 m. Plan Review Coordinators, CPRC/RPRC Configuration
4 2) The system has the capability to auto generate and assign permit submittals by
type to the queue until assigned to a review department and/or plans examiner
with override capability by supervisor.
4 a. The system has capability to track amount oftime permit is in the queue
cycle.
3 b. The system has capability of estimating initial plan review completion Requires
time and reporting permit numbers in queue. customization.
Available at go
live. Included in
proposal price
3 3) The system has the capability to print labels to include but not limited to such Requires
information as the project/permit name and tracking number to be affixed to customization.
multiple plans and/or documents. Available at go
live. Included in
proposal price
4 4) The system has capability to calculate fees based on user-controlled tables,
(square footage, dwelling units, amperage, number of baths etc.) and the
permit fee schedule as approved by the Board of Collier County
Commissioners.
3 a. System has capability to accept and record square footage information for Requires
each occupancy type and use. NOTE: Square footage values are customization.
measured or used differently for building review versus impact fee and/or Available at go
zoning purposes. This difference requires a system to have ability to live. Included in
record up to three difference figures on same permit. proposal price
3 5) The system has capability of assigning inspection groups based upon Requires
permit/work type and user control tables. customization.
Available at go
live. Included in
proposal price
3 6) The system has capability to identifyltlag projects located in the following but Requires
not limited to; special hazard area, wind-borne debris region, coastal customization.
83
construction zone, zoning overlays, etc.
4
7) The system has the capability to flag permit record if a current violation exists
on property associated with permit record.
8) The system has capability of determining which review departments/agencies
need to review permit application/plans based on permit type and data input
by Permit Technicians and defined by user control tables.
a. The system has capability oftracking each department/agency review
time, status and associated review comments and fees at all times during
the permit process.
4
3
3
b. The system has capability to allow applicant/customer to check status of
permits including real time review comment details via Internet
throughout permit process.
3
c. The system has the capability to assign values(s) to a permit type based on
the size and scope of the project to determine amount of time required for
review by department/agency/plan examiner.
3
9) System will generate distribution memo based on staff input (agencies
involved, necessary reviews and all conditions of approval). Based on staff
input, system will generate distribution memo.
3
10) The system has capability to provide pre-defined review department/agency
with a review checklist a.k.a. standard review notes, for each review type per
user controlled tables that are updated based on current applicable Codes,
Laws and Ordinances.
3
a. The system has capability of allowing edits to all plan review checklists,
to add items and/or delete items controlled by user security.
3
b. The system has the capability to keep historical record of checklist items
and edits as part of the permit record.
3
11) The system has capability of accepting concurrent reviews without complete
application information by user controlled tables and as authorized by a
supervisor.
4 12) The system has capability to accept expedited process applications, inserting
into review sequence where deemed appropriate as authorized by a supervisor.
4 13) The system needs to have the ability to extract data in various formats for
contracted services provided to other departments.
Available at go 1 0 J
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Req uires
customization.
Available at go
live. Included in
proposal price
84
Building Inspections
Inspection Functional Requirements
4
Inspection Request - Internet
I) System must be able to locate appropriate permit, provided the location is
within the Collier County jurisdiction, based on one of the following entries:
a. Permit number
b. Job site address
c. Job site parcel (folio/property l.D. #)
d. Property owner name
2) System should be able to allow the user to navigate to the inspection request
screen, which can then display the inspection sequence for the appropriate
permit and any inspection notes. Construction inspections may include, but
are not limited to:
a. Structural
4
4
4
4
4
3
3
b. Mechanical
3
c. Electrical & low voltage
3
d. Plumbing
3
e. Engineering Inspections
3
f. Fire Systems
3
g. Gas
3
h. R.O.W. - Transportation
10 J
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
85
3
1. Septic
3
J. Wells
3
k. Drainage
3
I. Landscape
3
m. Required submittal of documents, i.e. Spot Survey, Compaction test
results, Elevation Certificate, etc.
3
3) The system should then be able to respond by only offering available
inspections.
4
4) The system should allow the user to select the type of inspection and allow
scheduling.
a. System must be able to control number of inspection requests per day by
discipline.
3
3
b. All of the inspections that are able to be scheduled at that time should be
listed as options.
3
5) System should then be able to require an inspection code/pin provided to
contractor or owner builder at time of permit issuance.
3
6) System should then be able to respond by displaying:
Available at gi 0 J
live. Included III
proposal price
Requires
customization.
Available at go
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proposal price
Requires
customization.
Available at go
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proposal price
Requires
customization.
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proposal price
Requires
customization.
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proposal price
Requires
customization.
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proposal price
Requires
customization.
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live. Included in
proposal price
Requires
customization.
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proposal price
Requires
customization.
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Requires
customization.
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Requires
customization.
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3
a. Confirmation that inspection code was accepted and the requested
inspection has been scheduled for the next working day, based on
inspection quota availability.
3
b. System must be able to control the number of inspection requests using
quota, based on inspector availability and discipline.
3
c. Confirmation that inspection code/pin accepted, but that there are no
available inspections at this time.
3
d. Rejection due to incorrect/unacceptable inspection code/pin.
3
7) System should be capable of automatically assigning the inspection to a
specific inspector based upon zone and inspector licensure. The date and time
the inspection was requested through the Internet should be automatically
recorded in the system for display to both user (via Internet) and staff.
3
8) System should be capable of allowing applicant/customer to check history of
passed and/or failed inspections including notes/comments.
3
Inspection Request - Inter-active Voice Response System (IVR)
9) A historical record of the date and time each inspection is scheduled should be
automatically time stamped and inserted into the system's database.
3
10) Inspection should be automatically assigned to an inspector by township,
range and section as well as appropriate inspector licensure.
3
11) Inspection requests can be cancelled via the Internet or through the IVR
system until the day prior to the scheduled inspection. Cancellation to an
inspection request the day of an inspection must be handled by contacting the
County Building Inspections Department.
3
12) Inspection requests cannot be processed if there are inspection holds on the
permit.
Available at go 10 J
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proposal price
Requires
customization.
Available at go
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proposal price
Requires
customization.
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Requires
customization.
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Requires
customization.
Available at go
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proposal price
Requires
customization.
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proposal price
Requires
customization.
Available at go
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proposal price
Requires
customization.
Available at go
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proposal price
Requires
customization.
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Requires
customization.
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Requires
customization.
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3
3
3
3
3
3
3
3
13) Inspection requests cannot be processed if the permit is not in an active status,
(issued or inspect).
14) Inspection requests cannot be processed if the permit contractor or sub-
contractor is not in an active status.
The following apply to both Internet and IVR capabilities
15) User should be able to discontinue the process at any time. In this case, no
inspection request or cancellation would be saved.
16) The system will only allow an inspection request to be canceled prior to 7pm
for the next working day.
17) Multiple inspection requests are possible on certain inspection types:
a. System should be able to display a screen, advising the user about the
conditions of this feature and ask the user to enter all inspection requests.
b. User should be able to enter all requests and be advised as to what
combinations may be scheduled, and be prompted to choose one. (NONE
should also be an option, thus returning the user to single inspection
request. )
c. System has capability to allow inspection staff to override the inspection
sequence with proper security.
Inspection Process
This process begins after the contractor/owner builder has requested an inspection
and follows the format below:
4 18) Inspection requests maybe reassigned as needed by the Chief Building
Inspector.
4 19) Inspection passes and is logged into the system by the inspector by either
Available at J. 0 J
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
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proposal price
Requires
customization.
Available at go
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Requires
customization.
Available at go
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88
4
laptop or phone.
20) Inspection fails, correction notice is left on job site, and failure is logged into
the system by either laptop or IVR. Notes may also be entered into the system.
10.J
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4
Necessary capabilities:
21) System is capable of being accessed by portable system. (i.e., portable device
in inspector's vehicle).
22) System is capable of receiving and recording inspection results sent via Inter-
Active Voice Response System and Internet.
3
3
23) The system is capable of providing a separate detail screen for completed
permits requiring a power release & the capability of Registration after the
Certificate of Occupancy has been released.
3
24) System capable to allow modification to inspection results by staff with
proper security.
4
25) System capable to allow regulation of pass, partial and/or fail codes to avoid
duplication of codes and fees.
26) System capable of allowing cancellation of pass, partial, and failed inspections
entered in error by staff with the proper security.
27) System capable oflocking inspection note screens once all inspections have
passed.
28) System requires supervisor override for any changes to a locked screen.
29) System capable of notifying inspection center when permit inspections are
complete.
4
4
4
3
3
a. System capable of identifying all outstanding/pending fees to be paid by
applicant/customer before C.O. can be issued.
3
30) System capable of generating a Power Notification Report to include multiple
inspection categories as follows;
3
a. T.U.G, temporary under ground
3
b. T-POLE, temporary electric pole
3
c. Overhead Electric
10 J
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
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proposal price
Requires
customization.
Available at go
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proposal price
Requires
customization.
90
3
d. Service Change
3
e. Final Electric
3
f. C.O.
4
3
31) System capable to run Power Notification Report more than one time per day.
a. Capability to generate report based on electric power coverage area as
designated in GIS and linked to Permit.
3
b. Capability to send generated report to Power Company via email or fax.
3
32) System capable of automatically printing Certificates of Occupancy ready for
mailing to a designated printer once all requirements have been met.
3
33) System will allow authorized individual users to print C.O.'s on demand,
automatically printing duplicate certificate once the first has been printed.
3
a. The system has capability to record date, time, identity of requestor, and
whether C.O. duplicate is to be mailed, hand delivered, or faxed.
4
b. The system has capability to print original record copy with watermark
imprint.
34) The system has capability to allow internet search/inquiry activity as to the
status and/or result of an inspection permit record.
3
Available at glO .J
live. Included in
proposal price
Requires
customization.
Available at go
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proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
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proposal price
Requires
customization.
Available at go
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proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
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proposal price
Requires
customization.
Available at go
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proposal price
Requires
customization.
Available at go
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proposal price
91
Building Department - Appeal Process
Building Functional Requirements
3
Board of Adjustments and Appeals Process
I) This process begins when an application for an exception/variation to code
requirement(s) is submitted. (Supporting documents must accompany the
application, the associated permit number, and an application fee).
3
2) Building Official, or appointed support staff, verifies the validity of the appeal
application provided.
3
3) System capable of assigning a case number and attaching to the associated
permit number(s).
3
a. System capable of automatically generating letter to applicant notifying of
hearing.
3
b. Based on staff input, system capable of generating agenda and
electronically transmitting to the appropriate staff and board members.
3
c. System capable of recording Public Hearing date, time and location and
also have ability to email copy of notification to be posted for public.
3
4) Upon the outcome of the Board of Adjustment and Appeals meeting, staff
documents the result(s) on the appropriate screen. (Upon denial, applicant has
the option of appealing to the appropriate authority.)
3
5) System capable of accepting information regarding the case and either
acceptance or denial of appeal.
3
6) System capable oftracking appeals from application to final decision.
3
7) System capable of performing queries from remote location(s).
.10,J
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
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proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
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proposal price
Requires
customization.
Available at go
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3
8) System capable of providing an individual screen for Board of Adjustment &
Appeals cases. Registration case number, applicant name, request, and approval
or denial.
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Requires
customization.
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93
V.3 Contractor's Licensing
Score Contractor License - Activities
Contractor License Functional Re uirements
4
3
Com etenc IRe istration Card Issuance and/or Renewal
I) Contractor submits an application form for a Competency card or registration
form for a Registration card. The application and/or registration forms must be
accom anied b documentation of a ro riate licensure;
a. State Contractors license, if a licable
b. Liability insurance
4
4
c. Workmen's Com or exem tion
2) Licensing Specialist verifies the validity of the licensing documentation
provided and determines the class code of the contractor based on the State
License number and any special notes on the State License.
3) System has capability of accepting and recording specific contractor
information in se arate fields which would include but not limited to:
a. contractors business name, qualifier name of business, address, office and
cell phone numbers, fax, email address, license number with expiration
date and liability and workmen's compensation details to include
insurance company name, address, phonc, policy start and expiration
dates.
b. System capable of tying to the permit application process for validation of
contractor licensure er user control table.
c. The system has capability to provide fields for contractor class code,
grandfather license, status of license, exam date and score, type of exam,
license number, occupational license number, license expiration date,
liability, Work Comp expiration date, exempt status.
4
4
3
4
d. System has the capability of generating reports for contractors that have
o en ermit (s) and/or re uired insurance or exem tions have ex ired.
e. System has the capability of blocking the issuance of a building permit
and/or inspection requests on permits where the contractor or sub-
contractors' license, insurance or exemptions have expired.
3
3
4) The renewal process begins with a query of the system for all contractors
whose Registration or Competency cards are valid for the fiscal year and have
had activity on their license within the prior two years. (Renewal requires
submission of updated licensing documentation.)
4 5) The system has capability of printing out a Registration/Competency renewal
card for contractors that are active as well as inactive, dormant, journeyman or
on hold as Ion as the are valid in the s stem.
4 a. The system has the capability to allow renewal cards to be mailed, faxed
or emailed b Microsoft Outlook to the contractor/a licant.
4 b. S stem has capability to include a hotograph of ualifier on license
10 J
Requires
customization.
Available at go
live. Included in
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Requires
customization.
Available at go
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Requires
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94
3
issued b Count .
c. System has capability to print out a Registration or Competency card.
4 6) System has the capability of allowing access via the County Internet Website
to Contractor Licensing information. (We have three local municipalities who
have inter-local a reements with the Count re ardin contractor licenses.
4 7) System has capability of researching contractor's licenses by remote wireless
access b field ersonnel.
4
4
3
3
3
3
4
4
3
Licensin Process
8) Upon determining the correct license class code equal to the work type to be
performed, the system has the capability to match license class codes with
ermit t es er user control tables.
9) The system must:
a. Have capability to display a list of the contractors currently licensed by
Collier Count Contractor Licensin ' Section.
b. Have capability to search by parameters such as the first few letters of a
contractor's name, contractor's license number, company name, phone
number etc.
10) Have capability of accepting online payments for Registration/Competency
cards.
a. Have the capability to generate a unique pass code/PIN number to be used
by contractor for all electronic transactions.
b. Have capability of generating a new unique pass code/PIN number at the
request of the applicant.
c. The old number is to be recorded into a database and not used again.
11) Have ca abilit to acce t a ments into cashierin module.
12) Have capability of Internet access to Contractor Licensing information on a
real time basis. (This is for public access as well as other local municipalities
with reci rocit to Collier Count via Interlocal a reement
13) Have capability of searching and displaying related complaint and/or
administrative action specific to a contractor license and/or qualifier. (Would
like this to be a button on main contractor screen)
Requires
customization.
Available at go
live. Included in
ro osal rice
Requires
customization.
Available at go
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ro osal rice
Requires
customization.
Available at go
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ro osal rice
Requires
customization.
Available at go
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Requires
customization.
Available at go
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Requires
customization.
Available at go
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ro osal rice
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3
Administrative Com Iaint Procedure
I) Complainant submits a complaint via phone, email or website.
3
2) System has capability of starting a complaint based on contractors, State
license number, Qualifier name, and Collier County Registration or
Competency Card number and assigns a unique tracking (case) number.
3
a. System has capability to display all contractor information and any
administrative action.
3
b. System has capability of checking for current, active, investigations.
3
c. Allow multiple Administrative Complaints to be processed on same
contractor.
4
3) System has capability of user control pull down menus with common
complaints with capability of multiple selections, defined in user control
tables.
4) The s stem has ca abilit to track all information on a chronolo ical basis.
5) This rocess is re eated until one of the followin actions is taken:
a. Complaint is resolved.
4
3
3
b. Complaint is determined to be unfounded.
3
c. Licensing Compliance Officer issues Administrative Complaint (continue
with step 8).
3
6) The system would automatically generate a letter notifying the complainant of
the case status and close the case if complaint is resolved or unfounded.
Requires
customization.
Available at go
live. Included in
ro osal rice
Requires
customization.
Available at go
live. Included in
ro osal rice
Requires
customization.
Available at go
live. Included in
pro osal price
Requires
customization.
Available at go
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ro osal rice
Requires
customization.
Available at go
live. Included in
ro osal rice
Requires
customization.
Available at go
live. Included in
ro osal rice
Requires
customization.
Available at go
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pro osal price
Requires
customization.
Available at go
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ro osal rice
Requires
customization.
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96
-
3 7) System generates Notice of Hearing when Investigator enters violation data Requires .J. U
when a citation recipient is non-compliant and county staff refers to customization.
Contractors Licensing Board. Available at go
live. Included in
proposal price
3 8) Contractor Licensing Manager prepares legal case files, enters adequate Requires
information into system, and forwards case to Licensing Specialist for Trades customization.
Board File. Available at go
live. Included in
proposal price
3 9) System would assist the Contractor Licensing Manager and County Attorney Requires
by tracking the status and activity of the case from beginning to end. customization.
Information collected includes the following but not limited to: Available at go
live. Included in
proposal price
3 a. Related complaints Requires
customization.
Available at go
live. Included in
proposal price
3 b. Actions taken by County Requires
customization.
Available at go
live. Included in
proposal price
4 10) The system has capability of notifying appropriate persons/departments of
outcome of case.
3 a. System has capability to generate notification letter to include status of the Requires
case. customization.
Available at go
live. Included in
proposal price
3 b. System has capability to send notification letter via fax or email. Requires
customization.
Available at go
live. Included in
proposal price
;",;;; 11) Case is closed.
4 I a. System has capability to lock out ability to change record information
once case is closed.
4 12) The system has the capability of retrieving, displaying and/or printing the
following information by contractor name or license number:
3 a. Status of current complaints under investigation or litigation. Requires
customization.
Available at go
live. Included in
proposal price
3 b. Historical information on contractor including violations. Requires
customization.
Available at go
live. Included in
proposal price
\
)
97
4
3
3
3
3
3
3
3
3
13) System has capability to allow web access to CLB agenda and meeting
minutes.
Processin an UnlicensedlLicensed Contractor Citation
I) Complainant submits a complaint or citation recipient is caught contracting
and/or advertising without proper licensure.
2) System has capability of accepting and storing information related to
unlicensed activity and has the option to search for related unlicensed history
based on:
a. Unlicensed Contractor name
b. Trade name
c. Unlicensed Contractor address
d. Telephone number
e. Cell phone number
f. Drivers license number
g. Tag number
h. Address of complaint
l
j
Requires
customization.
Available at go
live. Included in
ro osal rice
Requires
customization.
Available at go
live. Included in
ro osal rice
Requires
customization.
Available at go
live. Included in
ro osal rice
Requires
customization.
Available at go
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Requires
customization.
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Requires
customization.
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Requires
customization.
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98
3
3
3
1. Nature of complaint
J. Owner name, address and phone
k. System has capability of generating a field investigation card.
3)
a.
4 b.
4 c.
4 Board order.
4)
4 a.
3 b.
3
3
3
3
.
.
.
.
.
.
5) The system assigns a tracking number and Contractor Licensing Manager or
his designee investigates and researches the violation utilizing the system to
search for information related to the investigation. System keeps track of all
information on a chronological basis. This process is repeated until one ofthe
followin actions is taken:
a. Complaint determined to be unfounded.
b. Citation is determined to be unfounded.
c. The system would automatically generate a notification to the citation
reci ient and closes the case if citation is unfounded.
Requires
customization.
Available at go
live. Included in
ro osal rice
Requires
customization.
Available at go
live. Included in
ro osal rice
Requires
customization.
Available at go
live. Included in
ro osal rice
1
\.;
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
live. Included in
proposal price
Requires
customization.
Available at go
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pro osal rice
Requires
customization.
Available at go
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ro osal rice
Requires
customization.
99
3 d. Contractor Licensing Manager enters violation data and citation is
automatically generated and mailed certified, return receipt.
4
6) Issued citations have 10 working days to respond after receipt of citation.
System needs to be able to flag outstanding citations after 10 days.
7) Violation is resolved:
a. Computer is capable of generating notification to citation recipient that
case is closed upon compliance.
3
4
4
b. The s stem is ca able of acce tin a ments for citations.
c. The system is capable of tracking multiple payments on anyone citation
reci ient.
8) Citation reci ient contests citation.
a. Computer is capable of scheduling hearing date and producing Notice of
Hearing to be sent to citation recipient. (User control override for resetting
hearing date with re-notification printed and recorded with proper
security)
3
3
9) Citation reci ient is non-com liant.
a. System generates unique case number and automatically places on Trades
Board Agenda.
3
Processin Citation A eaIs
1) Licensing Specialist prepares legal case file and system automatically
transmits case to Building Review & Permitting Secretary.
System assists the staff by tracking the status and activity ofthe case from
beginning to end. Information to be tracked includes, but is not limited to:
a. S stem is ca able ofacce tin di ital hotos, scanned documents etc...
b. Follow ups
3
c. Board hearings
3
d. Summary of dis ositions
\
f..)
Requires
customization.
Available at go
live. Included in
ro osal rice
Requires
customization.
Available at go
live. Included in
ro osal
Requires
customization.
Available at go
live. Included in
ro osal rice
Requires
customization.
Available at go
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ro osal rice
Requires
customization.
Available at go
live. Included in
ro osal rice
Requires
customization.
Available at go
live. Included in
ro osaI
Requires
100
customization.l C
Available at go
live. Included in
proposal price
3 e. Subpoenas Requires
customization.
Available at go
live. Included in
proposal price
3 f. Related violations Requires
customization.
Available at go
live. Included in
proposal price
3 g. Deadlines, events Requires
customization.
Available at go
live. Included in
proposal price
3 3) The system is capable of notifying the Contractor Licensing Manager of any Requires
deadlines with ample advance notification. (E.g. court hearings, submission of customization.
documents, etc.) Available at go
live. Included in
proposal price
3 4) The system shall have a separate screen that shows active Contractor Requires
Licensing Board (CLB) cases with deadline dates highlighted in chronological customization.
order. Available at go
live. Included in
proposal price
3 a. Box to check off once addressed, continued, dismissed etc... Requires
customization.
Available at go
live. Included in
proposal price
3 b. Contractor Licensing Board dates. Requires
customization.
Available at go
live. Included in
proposal price
4 c. Submission of documents.
3 5) The system has capability of printing the Agenda and all related items for Requires
Contractors Licensing Board, once complete. customization.
Available at go
live. Included in
proposal price
3 a. Computer is capable of generating letters and envelopes to notify Requires
appropriate departments/agencies. customization.
Available at go
live. Included in
proposal price
.{;;;;; 6) Case is heard by CLB.
3 a. The system is capable of recording and tracking CLB actions including Requires
,
v
101
Order of Compliance, Order of Non Compliance, Order of Dismissal,
Order of Fine/Lien, uphold citation and dismiss fine, uphold citation and
increase fine, uphold citation.
3
3
3
3
3
3
3
3
all of the above automaticall
8) Provide a tracking system of all sent/received correspondence, type of
correspondence, status indicators, pertaining to a case.
9) Provide the ability to automatically populate the respondent information from
Mainframe.
10) Provide automatic historical data available by respondent.
II) Provide the ability to automatically print the Notice of Hearing (NOH) letter.
System shall automatically stamp the date the NOH form was printed/ sent.
The NOH shall be pre-dated "x" days in advance to allow for the overlap in
mailing from the office.
12) Provide the ability to allow for manual entry/override of the date the
letterlNOH were sent.
13) Allow the ability of retrieving, displaying and/or printing the upcoming court
dates, cases open/close/pending, attorney assigned and action taken.
14) Upon entry of respondent the system should have the ability of retrieving,
displaying and/or printing the following information but not limited to:
a. Current violations under appeal
b. Status of current appeal.
Requires
customization.
Available at go
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3 c. Historical violations or appeals
The remainder oj this page is intentionally left blank.
103
VA Comprehensive Planning
Score Comprehensive Planning Department Application Process
3
3
3
4
3
4
4
4
3
4
3
Comprehensive Planning Functional Requirements:
The process begins when a customer makes an inquiry/proposal for a
potential Growth Management Plan Amendment (GMPA), Community
Development District (CDD), Stewardship Sending Areas (SSA) or Transfer
of Development Rights (TDR).
I) Stan' conducts a pre-application meeting with customer to review
application requirements and discuss feasibility of proposed request. (If
staff determines that the request is not feasible, they will recommend
that the applicant not continue with the application process, if proposal
is feasible submit application package)
a. Capability to allow applicant to request a pre-application meeting be
scheduled through a form filled out on the internet.
2) The process begins after the pre-application meeting has taken place and
the meeting results are captured into the system until the customer
submits the application.
a. System will have the capability of accepting a pre-application
meeting fee.
b. System will verify payment of required fees as applicable, prior to
closing out application.
c. System will have fields for accepting basic applicant information
d. Project shall be linked to Addressing Module by Parcel ID number
(folio)
3) Upon submission of an application, staff will enter request type and
parcel ID number (folio) and applicant information into the system:
a. System will have fields for basic information based on user control
table.
b. System will have capability of assigning an application number
and/or prefix, based on the type of request (Unique prefix for each
type of case would be useful).
c. System will have the capability to check and validate the property
addresses and ownership
d. System will have capability of a user-controlled check list to verify
application completeness with checkbox for required and provided
items along with note line.
e. System will have capability of tracking all fees, paid or unpaid.
f. System shall have the means to identify fast track and expedited
projects.
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pnce
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Available at go live.
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104
3
g. System will have capability of generating notification documents,
including list of surrounding property owners and map showing
parcels to be notified, based on information that will have to be
extracted from the GIS system, or, other means as determined by the
vendor.
4) 4) Staff evaluates the application. The process includes:
a. Thorough review of the application for completeness and accuracy
b. System will have capability of automatically generating letter to
applicant if application is incomplete, stating reasons for
incompleteness based on user controlled checklist with user ability to
edit. System shall be capable of allowing this letter to be e-mailed or
faxed.
c. System will have the capability of calculating all review fees based
on information entered into the system.
4
3
3
3
d. System will have the capability of applying pre-application fee credit
when applicable.
4
3
e. System has capability of accepting electronic submittals.
f. System will record the acceptance date of the complete application
package and the name of the staff member completing the review.
3
g. System will not allow project to go forward until all fees have been
paid and all defined criteria have been met, unless authorized by
supervisory level user security.
3
h. System will have capability of automatically generating letter to
applicant if application is complete, showing the assigned petition
number and requesting specific amount of copies required ofthe
applications for distribution to reviewing staff, including Planning
Commission and Board of County Commissioners.
5) System will automatically assign reviews based on application type.
3
3
a. System will generate distribution memo based on staff input
(agencies involved, necessary reviews and all conditions of
approval). Based on staff input, system will generate distribution
memo.
b. System will record an acceptance date.
c. System will record the date of distribution (date review begins) and
review departments.
4
3
3
d. System will have the capability of assigning a due date based on
standard guidelines determined by County management and/or as
mandated by State of Florida.
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105
10 J '.,
4 e. System will have the capability of assigning exclusive due dates
when projects are identified as fast track or expedited.
4 f. System will have capability of capturing all reviews performed by
various Departments and their findings, including a holder for
comments.
4 g. System will have capability of attaching various documents, be it
Word, Excel, Scanned PDF Documents for specific individual
applications.
6) Planner conducts analysis of requested comprehensive planning
application and prepares staff report from system generated form
document populating applicant information and comments submitted
from other agencies as applicable.
3 a. System has the capability of generating stafJ report forms and any Requires customization.
other identified forms associated with application type, allowing user Available at go live.
capability of adding/revising information as needed. Included in proposal
pnce
3 b. System will have the capability of time tracking employee's review Requires customization.
times for each application. Available at go live.
Included in proposal
pnce
4 c. System shall allow review comments to be entered based on defined
security.
4 d. System shall have the capability of retaining review comments and
review dates for multiple submittals (re-submittals).
3 e. System should have the capability of creating letters and documents Requires customization.
in Word format, including spell check and standard formatting tools. Available at go live.
Included in proposal
pnce
4 f. System should have the capability of allowing letters and documents
to be e-mailed and/or faxed.
3 g. System should allow e-mailed documents from applicant to be added Requires customization.
or attached without having to be scanned. Available at go live.
Included in proposal
pnce
3 h. System should automatically generate reminder e-mails to late Requires customization.
review departments with the ability to override individual Available at go live.
departments as needed, controlled by user security. Included in proposal
pnce
7) Hearing dates are scheduled for the Planning Commission and/or Board
of County Commissioners as required public hearings for proposed
application petitions.
3 a. System is capable of producing legal advertisement from form Requires customization.
document with user-controlled drop down menu for user controlled Available at go live.
specified language. Included in proposal
pnce
3 b. System is capable oflogging legal advertisement dates and Requires customization.
advertising costs. Available at go live.
Included in proposal
pnce
3 c. System is capable of recording submission of affidavit of compliance Requires customization.
regarding public notice requirements. Available at go live.
Included in proposal
106
3
d. System is capable of recording change to advertising and hearing
dates due to continuation of hearings.
3
8) System will have capability of populating a predetermined form with
application information so that it can be easily used as an attachment to,
or be copied into, a County Commission agenda item and contain all
pertinent information.
9) System has flexibility to allow and record the following:
3
a. Amendment of application (change of request, etc)
3
b. Continuance of application
4
3
c. Withdrawal of application
d. Review results from Department of Community Affairs when issued
an Objections, Recommendation, and Comments Report (ORe) for
Transmittal or a Notation of their Notice of Intent for Adoption for
BCC approved Amendments when applicable.
10) Public hearing on planning applications.
a. System will insert CCPC recommended motion for petition into a
predetermined form that can be easily used as an attachment to, or be
copied into, a County Commission agenda item and contain all
pertinent information.
b. System has capability of generating letter of recommendation from
system generated form document based on staff input.. (CCPC
stage)
3
3
3
c. System has capability of generating letter of final public hearing
action from system generated form document based on staff input.
(BCC stage)
3
d. System has capability of generating continuance letter.
3
e. System has capability of generating withdrawal letter.
4
3
II) System must have the capability of storing and retrieving data.
12) System must have capability of generating various standard reports
based on defined criteria.
4 13) System to have flexibility to allow multiple different types of
applications.
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107
3
3
3
3
14) Staff conducts process of AUIR annually and EAR based amendments
every (7) years.
a. System will have capability of logging the various meetings with
various Departments who determine Levels of Service for Category
A & B Facilities for AUIR, or logging various meetings with various
Departments for EAR-based amendments to the Growth
Management Plan.
b. System will have capability to log WorkshopslHearing dates for
CCPC and BCC.
c. System will have capability to log assigned advertisement/public
notice dates for AU1R and/or EAR.
d. System will have capability to accommodate the AUIR & EAR
process which begins on specifically scheduled time frames of
annual and/or (7) years.
The remainder of this page is intentionally left blank.
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108
V.S Zoning and Land Development Review
Score Zoning Application Process - Zoning Permits
3
Zoning Functional Requirements
This process begins when a customer makes application for a temporary use
permit, tree removal permit, zoning certificate or any other Zoning
Department process that may require an approved permit or certificate.
1 ) Upon submission of an application, staff will enter request type and
parcel ID number (folio) and applicant information into the system:
a. System will have fields for basic information based on user control
table.
4 b. System will have capability of assigning an application prefix and
number (application number) based on the type of request. (Unique
prefix for each type of application).
4 c. System will have capability to check and validate the property
address and ownership.
3 d. System will have capability of a user-controlled checklist to verify
application completeness with checkbox for required and provided
items along with note line.
4 e. System will have capability of calculating all review fees based on
information entered into the system
3 f. System will have capability of automatically generating letter to
applicant if application is incomplete, stating reasons for
incompleteness based on user controlled checklist with user ability to
edit.
3 g. System will not allow project to go forward until all fees have been
paid and all defined criteria have been met
3
3
3
3
3
2) 2) Staff evaluates the application. The process includes:
a. Thorough review ofthe application for completeness and accuracy.
b. System has capability of accepting electronic submittals
c. System will record the acceptance date of the complete application
package and the name of the staff member completing the review
d. System will have the capability of assigning a due date based on
standard guidelines determined by county management
e. System will have the capability of generating an insufficiency letter
based on reviewers comments
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Available at go live.
109
In~luded in propofO i
\,;.-
pnce
3) Planner conducts site visit if necessary to confirm site information and
validate proposed use
4 a. System allows user to add site visit/inspection as a review, if
necessary
4 b. System will allow input of date and results of site visit (inspection)
3 c. System will have the capability of time tracking employee's review Requires customization.
and inspection times for each application submittal Available at go live.
Included in proposal
pnce
4 d. System shall allow review comments to be entered by only the user
assigned to conduct the review
4 e. System shall have the capability of retaining review comments and
review dates for multiple submittals (re-submittals)
3 4) System will have capability of populating a predetermined form (permit) Requires customization.
with application information Available at go live.
Included in proposal
pnce
4 a. System has capability of generating expiration date of permit
5) System has flexibility of allowing:
3 a. Renewal of application (amendment prior to expiration) Requires customization.
Available at go live.
Included in proposal
pnce
3 b. Withdrawal of application Requires customization.
Available at go live.
Included in proposal
pnce
4 c. Refund of application fees, if applicable
4 6) System must have the capability of storing and retrieving data
3 7) System must have capability of generating various standard reports Requires customization.
based on defined criteria Available at go live.
Included in proposal
pnce
Score Zoning Application Process - Land Use Petitions
3
Zoning Functional Requirements
This process begins when a customer makes an inquiry on the potential to
rezone property, obtain a variance, conditional use, parking exemption or
other application requiring public hearing.
I) Staff conducts a pre-application meeting with customer to review
application requirements and discuss feasibility of proposed requests. If
staff determines that the request is not feasible, they will recommend
that the applicant not continue with the process.
a. Capability to allow applicant to request a pre-application meeting be
scheduled through a form filled out on the internet
Requires customization.
Available at go live.
Included in proposal
pnce
2) The process begins after the pre-application meeting has taken place and
the meeting results are captured into the system until the customer
submits the application.
] 10
3
a. System will have the capability of accepting a pre-application
meeting fee.
3
b. System will have fields for accepting basic applicant information
4
c. Project shall be linked to Addressing Module by parcel ID number
(folio)
3) Upon submission ofan application, staff will enter request type and
parcel ID number (folio) and applicant information into the system:
a. System will have fields for basic information based on user control
table.
3
4
b. System will have capability of assigning an application prefix and
number (application number) based on the type of request. (Unique
prefix for each type of application).
c. System will have capability to check and validate the property
address and ownership and verify property ID (folio) number.
3
3
d. System will have capability of a user-controlled checklist to verify
application completeness with checkbox for required and provided
items along with note line.
4
3
e. System will have capability of tracking all fees.
f. System shall have the means to identify fast track and expedited
projects
4
4
4) Staff evaluates the application. The process includes:
a. Thorough review of the application for completeness and accuracy.
b. System will have capability of automatically generating letter to
applicant if application is incomplete, stating reasons for
incompleteness based on user controlled checklist with user ability to
edit. System shall be capable of allowing this letter to be e-mailed or
faxed.
c. System will have the capability of calculating all review fees based
on information entered into the system
d. System will have the capability of applying pre-application fee credit
when applicable
4
3
4
4
e. System has capability of accepting electronic submittals.
f. System will record the acceptance date ofthe complete application
package and the name of the staff member completing the review
g. System will not allow project to go forward until all fees have been
paid and all defined criteria have been met
3
...
Requires cust~Qti.pl
Available at go live.
Included in proposal
pnce
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Available at go live.
Included in proposal
III
pnce 10
5) System will automatically assign reviews based on application type
3 a. System will generate distribution memo based on staff input Requires customization.
(agencies involved, necessary reviews and all conditions of Available at go live.
approval). Based on staff input, system will generate distribution Included in proposal
memo. pnce
4 b. System will record an acceptance date
4 c. System will record the date of distribution (date review begins) and
review departments
4 d. System will have the capability of assigning a due date based on
standard guidelines determined by county management
4 e. System will have the capability of assigning exclusive due dates
when projects are identified as fast track or expedited.
6) Planner conducts analysis ofrequested zoning application and prepares
staff report from system generated form document populating applicant
information and comments submitted from other agencies.
3 a. System has the capability of generating staff report forms and any Requires customization.
other identified forms associated with application type, allowing user Available at go live.
capability of adding/revising information as needed. Included in proposal
pnce
3 b. System will have the capability of time tracking of employee's Requires customization.
review times for each application Available at go live.
Included in proposal
pnce
4 c. System shall allow review comments to be entered based on defined
security
4 d. System shall have the capability of retaining review comments and
review dates for multiple submittals (re-submittals)
3 e. System should have the capability of creating letters and documents Requires customization.
in Word format, including spell check and standard formatting tools. Available at go live.
Included in proposal
pnce
3 f. System should have the capability of allowing letters and documents Requires customization.
to be e-mailed and/or faxed. Available at go live.
Included in proposal
pnce
4 g. System should allow e-mailed documents from applicant to be added
or attached without having to be scanned.
3 h. System should automatically generate reminder e-mails to late review Requires customization.
departments with the ability to override individual departments as Available at go live.
needed Included in proposal
pnce
3 7) System is capable of producing legal advertisement from form document Requires customization.
with user-controlled drop down menu for user controlled specified Available at go live.
language. Included in proposal
pnce
3 a. System has capability of recording submission of affidavit of Requires customization.
compliance regarding public notice. Available at go live.
Included in proposal
price
3 b. Staff will prepare public hearing signs and provide signs and system Requires customization.
will have capability of generating notification documents, including Available at go live.
112
3
list of surrounding property owners and map showing parcels to be
notified, based on information that will have to be extracted from the
GIS system, or, other means as determined by the vendor.
8) System will have capability of populating a predetermined form with
application information so that it can be easily used as an attachment to,
or be copied into, a County Commission agenda item and contain all
pertinent information.
9) System has flexibility of allowing:
a. Amendment of application (change of request, etc.)
b. Continuance of application
c. Withdrawal of application
10) Public hearing on zoning application by Collier County Planning
Commission. Following the CCPC action on a zoning application:
a. System will insert CCPC recommended motion for land use petitions
into a predetermined form that can be easily used as an attachment to,
or be copied into, a County Commission agenda item and contain all
pertinent information.
b. System has capability of generating letter of recommendation from
system generated form document based on stafJ input.
4
4
4
3
3
3
c. System has capability of generating continuance letter.
3
d. System has capability of generating withdrawal letter.
3
11) County Commission public hearing. Commission approves, approves
with conditions or denies.
a. System has capability of generating letter of final public hearing
action from system generated form document based on staff input.
3
b. System has capability of generating continuance letter.
3
c. System has capability of generating withdrawal letter.
4
3
12) System must have the capability of storing and retrieving data
13) System must have capability of generating various standard reports
based on defined criteria
Score Zoning & Engineering Application Process - Site Development Plan
Applications
Zoning & Engineering Functional Requirements
Included in protQ J
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
113
3
This process begins when a customer requests a pre-application meeting as a
prerequisite to the Site Development Plan process.
I) Staff conducts a pre-application meeting with customer to review
application requirements and discuss feasibility of proposed requests. If
staff determines that the request is not feasible, they will recommend
that the applicant not continue with the process.
a. Capability for accepting web generated form for applicant to request
a pre-application meeting be scheduled
3
3
b. Capability of accepting web generated pre-application form for
review and discussion with potential applicant with user controlled
recipient list.
3
2) This process begins after the pre-application meeting has taken place and
the meeting results are captured into the system until the customer
submits the application.
a. System will have the capability of accepting a pre-application
meeting fee.
4
4
b. System will have fields for accepting basic applicant information
c. Project shall be linked to Addressing Module by parcel ID number
(folio)
3) Upon submission of an application, staff will enter request type and
parcel ID number (folio) and applicant information into the system:
a. System will have fields for basic information based on user control
table.
3
4
b. System will have capability of assigning an application prefix and
number (application number) based on the type of request. (Unique
prefix for each type of application).
c. System will have capability to check and validate the property
address and ownership.
d. System will have capability of a user-controlled checklist to verify
application completeness with checkbox for required and provided
items along with note line.
4
3
4
4
e. System will have capability of tracking all fees.
f. System shall have the means to identify fast track and expedited
projects
4) Staff evaluates the application. The process includes:
a. Thorough review of the application for completeness and accuracy.
b. System will have capability of automatically generating letter to
applicant if application is incomplete, stating reasons for
incompleteness based on user controlled checklist with user ability to
edit and also have the capability of e-mailing or faxing the letter.
c. System will have the capability of calculating all review fees based
on information entered into the system
4
3
3
10 J
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
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Requires customization.
Available at go live.
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Requires customization.
Available at go live.
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Requires customization.
Available at go live.
Included in proposal
pnce
114
3
d. System will have the capability of applying pre-application fee credit
when applicable
3
e. At the conclusion of data entry, the system must generate a pay slip
with all applicable review fees
3
f. System has capability of accepting electronic submittals.
3
g. System will record the acceptance date ofthe complete application
package and the name of the staff member completing the review
3
h. System will not allow project to go forward until all fees have been
paid and all defined criteria have been met
3
1. System will prevent the intake of an application when certain special
conditions exist (pending approval ofPUD, etc.)
3
5) System will automatically assign reviews based on application type
a. System will generate distribution memo based on staff input
(agencies involved, necessary reviews and all conditions of
approval). Based on staff input, system will generate distribution
memo.
b. System will record an acceptance date
c. System will record the date of distribution (date review begins) and
review department.
d. System will have the capability of assigning a due date based on
standard guidelines determined by county management
e. System will have the capability of assigning exclusive due dates
when projects are identified as fast track or expedited.
4
4
4
3
3
6) Reviewers conduct review of requested SDP application and prepares
response
a. System has the capability of generating reminder task, electronic
notification to reviewers, etc.
4
b. System will allow review comments, notes, updates by authorized
departments and agencies
c. System will have the capability of time tracking employee's review
times for each application submittal.
3
4 d. System shall allow review comments to be entered based on user
defined security.
Requires cu~~n.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
Available at go live.
Included in proposal
pnce
115
4
e. System shall have the capability of retaining review comments and
review dates for multiple submittals (re-submittals)
f. System has the capability of searching project data by project
number, property ID number, project name, partial name, applicant
name, owner name.
g. System should automatically generate reminder e-mails to late review
department with the ability to override individual departments as
needed.
4
3
3
h. System should have the capability of creating various letters and
documents in Word format, including spell check and standard
formatting tools.
3
7) At the conclusion of all approved reviews the system must be capable of
generating final documents.
a. System has capability generating a pre-approval letter
3
b. System must be capable of calculating impact fees and generating a
pay slip
3
c. When required impact fees have been paid, system must generate an
approval letter showing any conditions of approval
3
d. System has the capability of tracking a Certificate # (COA #) through
all subsequent building permits for the project, with capability of
reporting number of building permits applied for, or issued, for each
COA#.
e. System has the capability of maintaining account of impact fees paid,
as well as maintaining the account balance as payments are applied to
subsequent building permits.
3
4
8) System must have the capability of retrieving and displaying GIS -
Arch View map layers such as but not limited to, Zoning maps, FEMA
maps, aerial photographs, topographic surveys and linking them to the
project applications
9) Preliminary and Final inspection areas
a. System has capability to record inspection results and add any special
conditions or comments for preliminary and final inspections related to
the subdivision project
3
4
4
b. System has capability to record required re-inspection fees.
c. System has capability to track Performance Guarantee Bonds to include
expiration date and ability to generate appropriate response letter to
applicant regarding the status.
10) System must have the capability of storing and retrieving data
11) System must have capability of generating various standard reports
based on defined criteria
4
3
10 J
Requires customization.
Available at go live.
Included in proposal
pnce
Requires customization.
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pnce
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price.
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pnce.
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V.6 Environmental
Score Environmental Application Process - Environmental Permits
3
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Environmental Functional Requirements
This process begins when a customer makes application for an agricultural
clearing, vegetation removal, and coastal construction setback line,
construction in sea turtle nesting area, vehicle on the beach, annual beach
event or any other Environmental Department process that may require a
permit.
I) Upon submission of an application, staff will enter request type and
parcel ID number (folio) and applicant information into the system:
a. System will have fields for basic information based on user control
table.
b. System will have capability of assigning an application prefix and
number (application number) based on the type of request. (Unique
prefix for each type of application).
c. System will have capability to check and validate the property
address and ownership.
d. System will have capability of a user-controlled checklist to verify
application completeness with checkbox for required and provided
items along with note line.
e. System will have capability of calculating all review fees based on
information entered into the system
f. System will have capability of automatically generating letter to
applicant if application is incomplete, stating reasons for
incompleteness based on user controlled checklist with user ability
to edit.
g. System will not allow project to go forward until all fees have been
paid and all defined criteria have been met
2) Staff evaluates the application. The process includes:
a. Thorough review of the application for completeness and accuracy.
b. System has capability of accepting electronic submittals
c. System will record the acceptance date of the complete application
package and the name of the staff member completing the review
d. System will have the capability of assigning a due date based on
standard guidelines determined by county management
e. System will have the capability of generating an insutliciency letter
based on reviewers comments
3) Specialist conducts site visit if necessary to confirm site information
and validate proposed use
4 a. System allows user to add site visit/inspection as a review, if
necessary
10".
Requires customization.
Available at go live.
Included in proposal
pnce.
Requires customization.
Available at go live.
Included in proposal
pnce.
Requires customization.
Available at go live.
Included in proposal
pnce.
Requires customization.
Available at go live.
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pnce.
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118
4
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b. System will allow input of date and results of site visit (inspection)
c. System will have the capability of time tracking employee's review
and inspection times for each application submittal
d. System shall allow review comments to be entered by only the user
assigned to conduct the review
e. System shall have the capability of retaining review comments and
review dates for multiple submittals (re-submittals)
4) System will have capability of populating a predetermined form
(permit) with application information
a. System has capability of generating expiration date of permit
5) System has flexibility of allowing:
a. Renewal of application (amendment prior to expiration)
b. Withdrawal of application
c. Refund of application fees, if applicable
6) System must have the capability of storing and retrieving data
7) System must have capability of generating various standard reports
based on defined criteria
Score Environmental Application Process - Environmental Petitions
3
4
3
Environmental Functional Requirements
This process begins when a customer is required to submit and obtain
County approval for an environmental impact statement, coastal
construction setback variance, certain special treatment permits or any
other Environmental Department process requiring public hearing.
I) The process begins when the customer submits the application.
2) Upon submission of an application, staff will enter request type and
parcel ID number (folio) and applicant information into the system:
a. System will have fields for basic information based on user control
table.
b. System will have capability of assigning an application prefix and
number (application number) based on the type of request. (Unique
prefix for each type of application).
c. System will have capability to check and validate the property
address and ownership and verify property ID (folio) number.
Requires custlOtiJ.
Available at go live.
Included in proposal
pnce.
Requires customization.
Available at go live.
Included in proposal
pnce.
Requires customization.
Available at go live.
Included in proposal
pnce.
Requires customization.
Available at go live.
Included in proposal
pnce.
Requires customization.
Available at go live.
Included in proposal
pnce.
Requires customization.
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Included in proposal
pnce.
Requires customization.
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pnce.
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119
3
d. System will have capability of a user-controlled checklist to verify
application completeness with checkbox for required and provided
items along with note line.
3
e. System will have capability of tracking all fees.
3
f. System shall have the means to identify fast track and expedited
projects
4
3
3) Staff evaluates the application. The process includes:
a. Thorough review of the application for completeness and accuracy.
b. System will have capability of automatically generating letter to
applicant if application is incomplete, stating reasons for
incompleteness based on user controlled checklist with user ability
to edit. System shall be capable of allowing this letter to be e-
mailed or faxed.
c. System will have the capability of calculating all review fees based
on information entered into the system
3
4
3
d. System has capability of accepting electronic submittals.
e. System will record the acceptance date of the complete application
package and the name of the stafJ member completing the review
3
f. System will not allow project to go forward until all fees have been
paid and all defined criteria have been met
4
3
4) System will automatically assign reviews based on application type
a. System will generate distribution memo based on staff input
(agencies involved, necessary reviews and all conditions of
approval). Based on staff input, system will generate distribution
memo.
b. System will record an acceptance date
c. System will record the date of distribution (date review begins) and
review departments
d. System will have the capability of assigning a due date based on
standard guidelines determined by county management
e. System will have the capability of assigning exclusive due dates
whcn projects are identified as fast track or expedited.
5) Specialist conducts analysis of requested environmental application
and prepares staff report from system generated form document
populating applicant information and comments submitted from other
agencies.
a. System has the capability of generating staff report forms and any
other identified forms associated with application type, allowing
4
4
4
4
3
In~luded in pi~alJ
pnce.
Requires customization.
Available at go live.
Included in proposal
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pnce.
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user capability of adding/revising information as needed. In~luded in propollO 1
...)
pnce.
4 b. System will have the capability of time tracking of employee's
review times for each application
4 c. System shall allow review comments to be entered based on
defined security
4 d. System shall have the capability of retaining review comments and
review dates for multiple submittals (re-submittals)
3 e. System should have the capability of creating letters and documents Requires customization.
in Word format, including spell check and standard formatting Available at go live.
tools. Included in proposal
pnce.
4 f. System should have the capability of allowing letters and
documents to be e-mailed and/or faxed.
4 g. System should allow e-mailed documents from applicant to be
added or attached without having to be scanned.
3 h. System should automatically generate reminder e-mails to late Requires customization.
review departments with the ability to override individual Available at go live.
departments as needed Included in proposal
pnce.
3 6) System is capable of producing legal advertisement from form Requires customization.
document with user-controlled drop down menu for user controlled Available at go live.
specified language. Included in proposal
pnce.
3 a. System has capability of recording submission of affidavit of Requires customization.
compliance regarding public notice. Available at go live.
Included in proposal
pnce.
4
b. Staff will prepare public hearing signs and provide signs and
system will have capability of generating notification documents,
including list of surrounding property owners and map showing
parcels to be notified, based on information that will have to be
extracted from the GIS system, or, other means as determined by
the vendor.
7) System will have capability of populating a predetermined form with
application information so that it can be easily used as an attachment
to, or be copied into, a County Commission agenda item and contain
all pertinent information.
8) System has flexibility of allowing:
a. Amendment of application (change of request, etc.)
3
3
3
b. Continuance of application
3
c. Withdrawal of application
9) Public hearing on environmental application by Environmental
Requires customization.
Available at go live.
Included in proposal
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Requires customization.
Available at go live.
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3
3
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3
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3
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3
Advisory Council and/or Collier County Planning Commission.
Following the EAC and/or CCPC action on an environmental
application:
a. System has capability to insert EAC and/or CCPC recommended
motion for environmental petitions into a predetermined form that
can be easily used as an attachment to, or be copied into, a County
Commission agenda item and contain all pertinent information as
needed.
b. System has capability of generating letter of recommendation from
system generated form document based on staff input.
c. System has capability of generating continuance letter.
d. System has capability of generating withdrawal letter.
10) County Commission public hearing. Commission approves, approves
with conditions or denies.
a. System has capability of generating letter of final public hearing
action from system generated form document based on staff input.
b. System has capability of generating continuance letter.
c. System has capability of generating withdrawal letter.
11) System must have the capability of storing and retrieving data.
12) System must have capability of generating various standard reports
based on defined criteria
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Requires customization.
Available at go live.
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V.7 Engineering
Score Engineering Application Process - Engineering Permits
Engineering Functional Requirements
This process begins when a customer makes application for a blasting,
excavation, vegetation removal and site till or early work order, or any
other Engineering Dept. process that may require an approved permit or
an approval process.
1) Upon submission of an application, stafTwill enter request type and
parcel ID number (folio) and applicant information into the system:
3 a. System will have fields for basic information based on user
control table.
4 b. System will have capability of assigning an application prefix
and number (application number) based on the type of request.
(Unique prefix for each type of application).
4 c. System will have capability to check and validate the property
address and ownership.
4 d. System will have capability to link all applications related to
same parcel/project.
3 e. System will have capability of a user-controlled checklist to
verify application completeness with checkbox for required and
provided items along with note line.
3 f. System will have capability of calculating all review fees based
on information entered into the system
3 g. System will have capability of automatically generating letter to
applicant if application is incomplete, stating reasons for
incompleteness based on user controlled checklist with user
ability to edit.
3 h. System will not allow project to go forward until all fees have
been paid and all defined criteria have been met
2) Staff evaluates the application. The process includes:
3 a. Thorough review of the application for completeness and
accuracy.
4 b. System has capability of accepting electronic submittals
4 c. System will record the acceptance date of the complete
application package and the name of the staff member
completing the review
4 d. System will have the capability of assigning a due date based on
standard guidelines determined by county management
3 e. System will have the capability of generating an insufficiency
letter based on reviewers comments
3) System will automatically assign reviews based on application type.
4 a. System will generate distribution memo based on staff input
(agencies involved, necessary reviews and all conditions of
approval).
3 b. System will have capability for electronic notification for review
10 J
Requires customization.
Available at go live.
Included in proposal price.
Requires customization.
Available at go live.
Included in proposal price.
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123
departments and reminder task function.
4
4
4
c. System will record an acceptance date.
d. System will record distribution date
e. System will have the capability of assigning a due date based on
standard guidelines determined by County management.
f. System will have the capability of assigning exclusive due dates
when projects are identitied as fast track or expedited.
3
3
g. System will have capability of capturing all reviews performed
by various Departments and their findings, including a holder for
comments.
h. System will have capability of attaching various documents, be it
Word, Excel, Scanned PDF documents or digital photos for
specific individual applications.
4) Staff conducts review of application package
a. System shall allow review comments to be entered by only the
user/department assigned to conduct the review
4
3
3
b. System shall have the capability of retaining review comments
and review dates for multiple submittals (re-submittals)
3
c. System shall automatically track the number of comments that
are new and/or repeated on subsequent reviews and not
addressed by applicant.
d. System shall accommodate a review checklist format to allow
efficient reviews.
3
2
e. System shall have the capability of creating letters and
documents in Word format, including spell check and standard
formatting tools.
5) System will have capability of populating a predetermined form
(permit) with application information
3
3
a. System has capability of generating expiration date of permit
3
b. System has capability to generate inspections as required with
ability to add comments/notes if necessary.
3
6) System has flexibility of allowing:
a. Renewal of application (amendment prior to expiration)
3
b. Withdrawal of application
4
4
3
c. Refund of application fees, if applicable
7) System must have the capability of storing and retrieving data
8) System must have capability of generating various standard reports
based on defined criteria
Available at go live.1 n ,
Included in proposarlr>~e.V
Requires customization.
Available at go live.
Included in proposal price.
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Score Engineering Application Process - Subdivision Petitions
En ineerin Functional Re uirements
This process begins when a customer makes an inquiry on the potential to
subdivide and/or re- lat ro ert
12) Staff conducts a pre-application meeting with customer to review
application requirements and discuss feasibility of proposed requests.
If staff determines that the request is not feasible, they will recommend
that the a licant not continue with the rocess.
a. Capability to allow applicant to request a pre-application meeting be
scheduled throu h a form filled out on the internet
13) The process begins after the pre-application meeting has taken place
and the meeting results are captured into the system until the customer
submits the a lication.
a. System will have the capability of accepting a pre-application
meeting fee.
3
4
4
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3
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3
b. S stem will have fields for acce tin basic a licant information
c. Project shall be linked to Addressing Module by parcel ID number
(folio)
14) Upon submission of an application, staff will enter request type and
arcel ID number (folio) and a licant information into the s stem:
a. System will have fields for basic information based on user control
table.
b. System will have capability of assigning an application prefix and
number (application number) based on the type of request. (Unique
refix for each t e of a lication).
c. System will have capability to check and validate the property
address and ownershi and verif ro ert ID (folio) number.
d. System will have capability of a user-controlled checklist to verify
application completeness with checkbox for required and provided
items alon with note line.
e. S stem will have ca abilit of trackin all fees.
f. System shall have the means to identify fast track and expedited
projects
15 StafI evaluates the a lication. The rocess includes:
a. Thorou h review of the a lication for com leteness and accurac
b. System will have capability of automatically generating letter to
applicant if application is incomplete, stating reasons for
incompleteness based on user controlled checklist with user ability to
edit. System shall be capable of allowing this letter to be e-mailed or
faxed.
c. System will have the capability of calculating all review fees based
on information entered into the system in accordance with adopted Fee
Resolution.
10 J
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Requires customization.
Available at go live.
Included in ro osal rice
Requires customization.
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3
d. System will have the capability of applying pre-application fee
credit when applicable
4
4
e. S stem has ca abilit of acce tin electronic submittals.
f. System will record the acceptance date of the complete application
acka e and the name of the staff member com letin the review
g. System will not allow project to go forward until all fees have been
paid and all defined criteria have been met
16) S stem will automaticall assi n reviews based on a lication t e
a. System will generate distribution memo based on staff input
(agencies involved, necessary reviews and all conditions of approval).
Based on staff in ut, s stem will enerate distribution memo.
b. S stem will record an acce tance date
c. System will record the date of distribution (date review begins) and
review de artments
d. System will have the capability of assigning a due date based on
standard guidelines determined by county management
4
4
4
4
3
3
e. System will have the capability of assigning exclusive due dates
when projects are identified as fast track or expedited.
4
17) Engineer conducts analysis of proposed subdivision plat application
and prepares administrative approval for reviews and executive
summary for BCC hearing from system generated form document
populating applicant information and comments submitted from other
a enCles.
a. System has the capability of generating staff report forms and any
other identified forms associated with application type, allowing user
ca ability of addin /revisin information as needed.
b. System will have the capability of time tracking of employee's
review times for each application
3
3
c. System shall allow review comments to be entered based on defined
security
4
d. System shall have the capability of retaining review comments and
review dates for multi Ie submittals (re-submittals
e. System should have the capability of creating letters and documents
in Word format, includin s ell check and standard formattin tools.
f. System should have the capability of allowing letters and documents
to be e-mailed and/or faxed.
g. System should allow e-mailed documents from applicant to be added
or attached without havin to be scanned.
h. System should automatically generate reminder e-mails to late
review departments with the ability to override individual departments
as needed
18) At the conclusion of all approved reviews the system must be capable
of eneratin final documents.
a. System has capability generating a pre-approval letter
2
4
4
3
3
4 b. S stem must be ca able of calculatin 1m
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3
a sli
c. When required impact fees have been paid, system must generate an
approval letter showing any conditions of approval
3
d. System has the capability of tracking a Certificate # (COA #)
through all subsequent building permits for the project, with capability
of reporting number of building permits applied for, or issued, for each
COA
e. System has the capability of maintaining account of impact fees paid,
as well as maintaining the account balance as payments are applied to
subse uent buildin ermits.
19) System will have capability of populating a predetermined form with
application information so that it can be easily used as an attachment
to, or be copied into, a County Commission agenda item and contain
all pertinent information.
20 S stem has flexibilit of allowin :
a. Amendment of application (change of request, etc.)
4
3
3
b. Continuance of application
3
c. Withdrawal of application
21) Public hearing on subdivision plat. Commission approves, approves
with conditions or denies.
a. System has capability of generating letter of final public hearing
action from system generated form document based on staff input.
3
3
b. System has capability of generating continuance letter.
3
c. System has capability of generating withdrawal letter.
4
22) Prelimin and Final ins ection areas
a. System has capability to record inspection results and add any special
conditions or comments for preliminary and final inspections related to
the subdivision ro'ect
b. System has capability to record required re-inspection fees.
3
3
c. System has capability to track Performance Guarantee Bonds to
include expiration date and ability to generate appropriate response
letter to a licant re ardin the status.
23 S stem must have the ca abilit of storin and retrievin data
24) System must have capability of generating various standard reports
based on defined criteria
4
3
Requires customization.
Available at go live.
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Included in ro osal rice.
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Available at go live.
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127
V.8 PUD Monitoring
PUD Monitoring Process
Enter PUD into master List, announce rezone ofPUD and change zoning
maps
The following requirements are for the ongoing monitoring of Planned
Unit Developments to insure stipulations specified in the approval process
are met.
3 1) System should automatically notify monitoring group when a new
PUD is approved, or when a PUD Amendment is approved.
3 2) The system should produce a blank monitoring report for each new or
amended PUD, alert monitoring group that specific commitments can
be loaded onto it.
3 3) System should link PUD name to project number subdivisions and all
permits need to be linked to the PUD name. It should also track PUD
name changes.
3 4) System should automatically maintain a PUD Master list (see
attachment #3) that can be posted on the website.
3 5) System should produce notification letters to all owners within the
PUD 60 days prior to the due date of the Annual Monitoring Report
(anniversary of the date the PUD was approved). Owner information is
available in GIS/Appraiser's records
3 6) When no submittal is received from an owner, the system should
generate a certified mailing five days after the due date of the Annual
Monitoring Report, which includes a Code Enforcement date that
occurs after 23 days.
3 7) If submittal is not received from the owner before the Code
Enforcement date, the system should automatically send the PUD
owner to the Code Enforcement Department for action and flag the
file.
3 8) When Monitoring Reports are received and entered into the system, a
checklist is needed to check for sufficiency
3 9) Insufficiency is found (missing items), the system should generate a
letter to the owner requesting the missing information.
3
10) If information is not submitted within 30 days, system should generate
a certified letter to the owner that includes a Code Enforcement date
after 23 days.
11) If, after 23 days, the missing information has not been received, the
system should send the owner to the Code Enforcement Department
for action.
12) The system should also track traffic count information separately
(which option was chosen, if count has been submitted, payment-in-
lieu has been received, or a waiver has been granted). It should also
generate reports based on outstanding/overdue counts.
13) System should maintain a list of Reviewers from various departments
and allow the operator to select which reviewers to send the completed
report to for review.
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3
14) Reviewers have 23 days to complete reviews for each PUD. System
should be able to record distribution and completion of Annual
Monitoring Report reviews.
15) When all selected reviews are complete, the system should notify the
PUD Commitment Coordinator that a findings letter is due.
3
3
16) System should maintain a form for notification for Findings letters that
the Coordinator can use to write Findings notice.
3
17) The system should record Findings notices sent and allow addition of
comments from staff when compliance action is noted.
3
18) The system should track the compliance/non-compliance status of each
PUD and flag non-compliant PUD's for follow up every thirty days.
3
19) The system should maintain all of the information on each PUD that is
currently stored on the "I" Drive in individual folders for each PUD
(including all written and electronic correspondence, ordinances,
Monitoring Reports, traffic count submittals and reviews from various
departments. Scanned documents need to be added to files.
20) The system should have the capability to pull up various reports:
overdue monitoring reports, overdue reviews from each department, #
of owners sent to Code Enforcement, number of findings letters sent
out, etc.
21) The system should generate weekly statistical reports that note the
number of notification letters sent, number of certified letters sent,
number of reports sent out for review, number of reviews received
back into the department, number of Annual Monitoring Reports
received, number of Findings notices sent, number of owners turned
over to Code Enforcement, etc.
22) The system should also tabulate these figures for a monthly report and
maintain year-to-date totals for all activities.
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3
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23) South Florida Water Management information should also be included
in the project file. The system should note the permit number(s) for
the project and the date that the permit was transferred to the
Homeowners Association and has been finalized by SFWMD.
24) The system should note which PUD's are also DRIs (Development of
Regional Impact). DRI specific notification letters are needed.
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25) PUD owner address information should be updated at the same time
that it is updated with the Appraiser's office. The Annual Monitoring
Report should be updated, the PUD Contacts database should be
updated and the automatic notification application should be updated.
26) The system should allow PUD's to be flagged for Audit purposes
3
3
27) The system should track reports for Audit purposes (review comments,
audit review findings notices, compliance status) and maintains a
running list of all PUD's that have ever been audited
28) The system should track Sunsetting dates for each PUD.
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29) Active, Built-Out, Completed and Sunsetted status should be tracked
by the system
3
30) The system should track development of dwelling units and
commercial square footage for each PUD through the issuance of COs
and automatically update Annual Monitoring Report form and PUD
Master List with correct information.
31) When subdivision reaches build-out or completion, system should
generate a Final Inspection Checklist and schedule a final inspection
for that subdivision. At this time, a turnover notification should be
generated and sent to the owner.
32) When turnover notification is received from the developer, PUD
monitoring staff should be automatically contacted to make them
aware of the creation of a new POAlHOA so it can be added to the
website.
33) System should track outstanding items on the final inspection and
generate follow up letters every thirty days. It should also allow
Coordinator to enter comments about compliance efforts.
34) System should have the capability to identify/ print information to new
HOAs/POAs regarding open permits (should include SFWMD) and
commitments, results of Final Inspection checklist, copies of receipts
for any payments-in-lieu, outstanding fees
35) System should notify PUD Monitoring staff when the total project is
nearing completion, authorized number of units or square footage is
close to CO' ed amounts, and is about to be turned over to a Master
Association and generate the same actions (listed above) regarding
final inspection and turnover.
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V.9 Operations Support and Housing
Score
3
3
Cash Management
I) Capture payment and billing information and display escrow account
balances in real-time. Allow the various forms of payment methods,
including cash, escrow deduction, check, waivers/deferrals, IGC
transfers, and credit cards (for express permits only).
2) Users must be able to calculate impact and permit fees in different
areas of the review process, and create payment slips to present to the
cashiering staff. Payment methods include checks, cash, and transfers
for IGCs, DCAs, and COAs.
3) Credit cards will be accepted for a select group of express permits only
and all Rental Registrations. Cashiers must be able to generate a
receipt, the permit and an inspection card.
4) Payment slips: All fee entries that generate a payment slip are required
to provide user's name per line item. Changes to payment slip are
required to give last user's name on payment slip.
5) Official Receipts: Official Receipt will have TWO names: the users
that entered fees to create payment slips or invoices, and the cashier
that processed receipt. This requirement is necessary to record and
track all users that enter, change, delete or modify payment slips.
Usernames and password security will be required to allow only
authorized staff to perform these functions.
6) The system must include the ability to associate all monies collected
with the County's general ledger accounting codes. Cashiers must be
able to create a transaction report to balance their cash drawer. Next
the supervisor must be able to complete the daily closing reports,
create the GL Extract file, balance the days work and send the GL
Extract file through an automated FTP and transactional Interface with
Clerk of Courts finance system, SAP. This process is required daily for
three cash locations. The system must be able to add additional cash
locations.
7) The application should be able to confirm that the daily interface with
the SAP FTP site was successful.
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3
3
3
3
8) Ability to monitor refunds and partial refunds, utilizing status of
receipts. Comment area for description and detail.
3
9) Ability to run reports for status of receipts (transactions) for refunds.
4
10) Daily Transaction Report, for each cashier, totals for cash, checks,
grand transactions totals and Number of transactions per cashier per
day report.
II) Payment Summary by Fee Codes Report
3
3
12) General Ledger Account Report (AKA) General Ledger Fee Summary
Report (see example report.
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4
13) Maintenance tables must be access restricted by password. The system
must provide the ability for users to add, edit, activate, deactivate, and
delete (to achieve) all fee codes, access details such as associated
dollar amounts for fee codes, GL accounts, fee types, and status in the
system. Provide the following information: last update date, last user
name, previous update, and previous user update. Provide reporting
capability similar to the current system reports that sort by fee code
GL Account.
14) Fee Code Reports (Ability to sort by fee code or General Ledger
Accounts).
3
4
15) Fee calculation capabilities must be provided by the system for
assessing and collecting the County's non-residential and residential
land development. A sample of the fee types include; development
request, impact, permit, certificates, licensing, report generation,
surcharges, utilities related charges, late fees and fines.
16) Integration with many peripherals including credit card processing,
cash drawers, check verification using system generated unique
numbers for control purposes, and others.
17) The system must be capable of automatically calculating and recording
detailed fee payments (personal check, certified check, money order,
credit card, debit card, or escrow account and other means of
electronic commerce), posting payments directly to specific fund
accounts, and maintaining a payment history (e.g., payments, refunds,
subsequent assessments, etc.).
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V.30 General Requirements
10 J
Score Miscellaneous Division Requirements
I';,,';'; General Functional ReQuirements
0 1) System has capability to add fields to an application regulated by user
security. Field is added and activated as specified by programmable
date.
0 2) System has capability to assign an expiration status for any field which
is no longer visible, but need to keep information for historical
purposes.
4 3) System shall minimize the amount of keyboard use and enforce data
input consistency with lookup tables, drop menus and pick lists to
allow the completion of activities with few keystrokes.
4 4) System has capability to research applications based on multiple user
defined parameters.
4 5) System has capability to track all application life cycle status,
(pending, accepted, review, resubmit, revised, released, closed, etc.)
4 6) System has override ability to add any special conditions or
stipulations, based on user control security.
4 7) System has capability to track/identify special conditions or
stipulations that effect future development orders (i.e. Building
Permits, SDP's)
4 8) System has capability to allow field inspectors to have access to
electronic version of approved project drawings.
4 a. System has capability to allow field inspectors to add comments to
the drawing and/or in note line of the record.
4 b. System has capability for the additional comments/notes made to
drawings to be saved an attachment with version number controls.
4 c. System has capability to record/track personnel and date time
stamp of whom and when changes were made.
4 9) System has capability to allow inspectors to reassign inspections
electronically in the field, controlled by user security.
4 10) System has capability to place Certificate of Occupancy holds on a
project as warranted by compliance with required regulations.
3 II) System has capability to maintain historical record of changes made to Requires customization.
applications in all modules. (Example: the status of a review should Available at go live.
not be over written when the status changes from one review cycle to Included in proposal price.
the next. Each new entry for each new review cycle should be added
to the record to include status, comments, user name and date time
stamp).
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133
V.33 Systems Administration
10J
Score System Administration
Administrator Functional Requirements
4 1. The system shall include multi-leveled security that can be
maintained by the County's system administrator. The technical
training provided by the Vendor is to address the security schemes
and their continued maintenance by the system administrator.
System security shall encompass the following expectations:
2. The application must allow the system administrator to:
4 3. Import user names, passwords, and groups from Active Directory.
4 4. The administrator must be able to create and edit user's access
permissions by reassigning users to groups or adding or deleting
additional rights to users based business requirements.
o 5. Track all changes to user accounts with date stamps and record the
name of the administrator who made the change
4 6. Expire user accounts but not delete them
4 7. Tracking and management oflicenses.
4 8. Access privileges to the system functions and data manipulation
must be based on user logon authorization.
9. The system must:
4 a. Confine access based on user privileges
4 b. Promote unlimited group user rights classifications definitions
4 c. Enforce server to field level security
10. Enable authorized staff to:
4 a. Modify various tables and fields to adapt quickly to future
changes in business rules/operations across all functional areas
(e.g., fees, penalty assessment, committees, reviews, due dates).
4 b. Allow the Administrator to reconfigure the application GUI
either through the modules or the database and configure tables,
screens, reports, and data exports without Vendor involvement.
11. Provide a method to:
4 a. Regulate logon/work group authorization to add or modify the
physical address fields of all project/permit records.
4 b. Limit other system users to display only capabilities.
4 12. User logon must grant authorization for maintenance of master tables
containing County specific codes, street names, subdivision name,
and so forth.
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134
V32. External System Interfaces
10J
Score External System Interfaces
.!!;WU Functional Requirements - GIS Svstem Interface
3 1) The system will integrate with the Collier County's GIS software Requires customization.
application to provide maps from a central database. The system must Available at go live.
give staff direct access to view geographic representations of all land Included in proposal
use, zoning, and infrastructure information associated with a parcel, pnce.
permit, inspection, or plan reviews.
0 2) Provide the capability of relating to the geographic elements of the
database(s) maintained by a GIS system. This system will provide
users with the capability of seeing either tabular or graphic data
information utilizing the most recent version of Arc Map by ESRI.
0 3) The system shall have the ability to do all functions of Geo-coding as
outlined by Collier County as it relates to GIS and this new system. It
shall also have the capability to do address matching and editing.
4 4) The system will integrate with Collier County's ESRI-based GIS. At a
minimum the system will need to support ESR1 relates and joins to
associate system attributes to corresponding spatial records. The
system must support not only ESRI-centric applications based on
system data, but the ability to integrate ESRI maps into the system
interface.
I; ;>,;. Functional Requirements - Electronic Document Imae;ine;
>' .U;O,
4 1) The users should be able to scan, import, export and view standard
image formats that relate to a project, permit or code case application
from inside the module's GUI and transparent to the user.
4 2) Provide interoperability with the following standard image formats:
BMP, GIF, JPG/JPEG, PDF, PNG and TIF/TIFF.
4 3) Provide access to data from any TWAIN compliant image peripheral
using the high-level TWAIN API. TWAIN image peripherals include
desktop & workgroup scanners, hand scanners, digital cameras, image
databases, frame grabbers or any other raster image source that
complies with the TWAIN protocol and API.
;u.;;u; Functional Requirements - Internet Application Interface
3 1) The system shall have the ability to provide blank Permit Applications Requires customization.
and Inspection Request forms for completion via the Internet. Available at go live.
Included in proposal
price.
3 2) Provide real-time, direct access via the Internet to Collier County's Requires customization.
permit and land management activities Available at go live.
Included in proposal
price.
3 3) Citizens and businesses must be able to apply and pay for permits or Requires customization.
app requests, schedule inspections, check the status of an app Available at go live.
request, permit, inspection, or print an approved permit directly from Included in proposal
the Internet, 24 X 7. price.
Functional Requirements - Interactive Voice Response
1) The selected vendor has choice between the following two options:
a. Propose an IVR system as part of their RFP responsc that meets the
Collier County's requirements; OR
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b. Proposed application must integrate with an IVR system and meet Cityview is not an I~' 0
the required specifications listed below; solution but integrate
with best of breed IVR
solutions - once the
county's preferred IVR
vendor is known, we will
be able to validate the
allowance made for IVR
integration in the current
proposal
1 2) Proposed system must support a minimum of 8 analog phone lines See above comment.
1 3) Changes requested through the Integrated Voice Response (IVR) See above comment
system must be immediately reflected when a permit, case or project is
accessed.
1 4) The voice-activated system must notify the requestor if a contractor is See above comment
not valid and notify a caller if there is a Certificate of Occupancy
'hold' on a permit.
1 5) The proposer's database must include fields to store addresses, phone See above comment
numbers, email addresses and fax numbers.
1 6) System must generate and send canned fax and email messages with See above comment
permit inspection results as soon as the permit record is updated
i;i ...... 7) Allow contractors who hold licenses in Collier County to check the
< " ! status of information such as:
1 a. License expiration date See above comment
1 b. Renewal amount See above comment
1 c. Payment information See above comment
1 d. Check to see when renewal mailings will occur See above comment
Ii < 8) Provide a menu option for the IVR system to:
1 a. Direct callers to the staff voice mailboxes by the voice mail box See above comment
number if known, or spell out a portion of the desired stafr s name.
1 b. Prompt the caller to enter a call-back number and the IVR system See above comment
will page the staff member and display the call back number.
li.,ii!' 9) IVR system must:
1 a. Generate an audio tile for system prompts and responses, so the See above comment
jurisdiction does not have to record voice segments
1 b. Dynamically generate responses for street names as they are read See above comment
directly from the host database, while menu prompts are defined
and stored during the call flow design.
iEii;, Functional Requirements - Financial Mana2ement System
3 1) Collier County employs SAP as their financial management system Requires customization.
(FMS). Available at go live.
Included in proposal
price.
3 2) All monetary transactions generated with in the Land Use and Requires customization.
Permitting application must interface with SAP. Available at go live.
Included in proposal
price.
3 3) Every Monday through Friday the system must produce an electronic Requires customization.
transaction text files from three separate cashiering locations. Available at go live.
Included in proposal
price.
3 4) The existing system sends the file to SAP via an FTP connection Requires customization.
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136
through a secure firewall that requires a user name and password to the Available at go livej. U '
SAP system. Included in propos~ <...'
price.
3 5) Collier County prefers that the interface process with SAP be as Requires customization.
automated as possible with limited or no user intervention. Available at go live.
Included in proposal
price.
3 6) Once that transaction is completed the system will be required to send
the user a confirmation that the interface was successful.
Functional Requirements - Network Connections to Remote Sites
4 1) Collier County's Community Development and Environmental
Services Division currently have one satellite office that accesses the
business application.
4 2) There are also several other County divisions outside of the North
Horseshoe Drive location that access the application.
4 3) Network connects vary greatly and thus require the Land Use and
Permitting application to run over a minimum network speed of 39Kb.
1!;:Ii@iii Functional Requirements - Wireless Interface with the Land Use and
BuiIdin2 application
4 1) From anywhere in the field, personnel must be able to collect, track,
update or view historical data for permit inspections and code cases.
4 2) Inspectors must be able to synchronize with the server whenever a
connection is available wirelessly (or wired) through a virtual private
network (VPN) into Collier County's network and the application
database server.
0 3) Store and forward capability must be integrated into the mobile client
so ftware.
3 4) The application must be able to assign, reassign, sort, and route Requires customization.
inspections by inspector, inspector discipline, and geographic location. Available at go live.
Included in proposal price
but will need validation
based on wireless
provider chosen
3 5) The application can be formatted to pre-fill most of the data Requires customization.
automatically, and location information can be graphically presented. Available at go live.
Included in proposal price
but will need validation
based on wireless
provider chosen
3 6) Code Inspectors should be able to issue a citation for multiple classes Requires customization.
of violations and fill out incident report forms. Available at go live.
Included in proposal price
but will need validation
based on wireless
provider chosen
4 7) Permit inspectors must be able to schedule re-inspections
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10 J
VI. Technical Specifications
VI.3 BCC Network Technical Specifications
General:
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All s.oftware applications submitted to Collier County Government are required to adhere to the fOllowfO 1
reqUIrements. ""
. No software application can require elevated permissions on the desktop.
Elevated permissions are only required for installation of the CityView Workstation client. General use
does not require elevated permissions.
. All software applications must include online help capability.
. All software application submissions must include a hardware topology and recommended hardware
configurations.
o Deliverables:
. Topology Diagram
. Recommended hardware requirements document for both client and server
. Network bandwidth requirements
. Full installation documentation for both clients and server( s)
. Established maintenance routines and procedures must be included with the delivery of
the proposed application
. All software applications must run over TCP/IP - Ethernet. Named pipes will not be accepted.
. All software applications must utilize Microsoft Operating System, current release with current patches
and service packs, on the servers and/or desktops.
. All software applications must be the latest functional version of the software proposed at the time of
system acceptance by the County. Vendor is required to notify Collier County whenever new releases
become available and when current releases are no longer supported.
. All software applications must enforce the County's regulatory procedures where applicable (Regulatory
procedures that apply for state and local will be identified within the functional requirements where
applicable). Regulatory rules must be enforceable through the application.
. All software applications must support role-based security.
. All software applications must have toll-free telephone support through a Customer Help Desk and must
be available Monday through Friday 7 a.m. to 6 p.m. (US) EST. Preference will be awarded to proposed
applications that have a knowledge base in place.
Municipal Software provides a toll-free number for technical support and a searchable knowledgebase
of past issues. Technical Support is available Monday to Friday 8:30am - 8:30pm EST.
. All software applications must support package definition files with silent install without user
interaction, using SMS current version. Supported installation packages include:
o MSI, Microsoft Windows installer MSI compatible
o Wise from Wise Solutions, Inc.
o Install Shield from Macrovision Corp. (USA)
CityView meets these requirements
. All software applications must support virtual servers at current revision levels including: (Collier
County intends to utilize virtual servers for production, development and testing.)
o VMWare ESX server
o MS Virtual Server
. All software upgrades or changes required by the selected vendor must be made in a Collier County
Standard test environment and certified prior to moving into a production environment; currently this is
a Microsoft environment.
. Applications may not use Exchange Event Sinks or Exchange Public Folders.
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Security:
10 J
V
All software applications submitted to Collier County Government are required to adhere to the following
security requirements.
. All software applications must use Windows Authentication based upon Active Directory. No hard
coding account access is allowed by Collier County Government.
CityView makes use ot two static accounts tor back-end database administration. Passwords tor these
accounts may be set by the county to comply with password strength security policy. All other accounts
within CityView can reside within Active Directory. CityView does not store any intormation in Active
Directory. nor does it extend the Active Directory schema. Integration with Active Directory is done via
pass-through authentication or through CityView's auto-login process.
. All software applications submitted to Collier County must operate on the server by running under the
context of the local account. On the application side should use individual login and not an elevated
account status.
. All vendor access will be done via VPN access only. All access must comply with current published
County Manager Agency (CMA) policies. Current policies that apply are CMA 5402 and CMA 5403,
CMA 5405. These policies will be attached as an exhibit to this RFP available by request from the
Information Technology Department. All vendors will be required to adhere to IT Policies for access to
the Collier County network.
o Vendors are required to notify Collier County Government in writing 24 hours in advance as to
when access to the network is planned. Included in this request must be a detailed work plan
with actions that will be taken at the time of access.
. All software applications must be compatible with all Microsoft security patches and updates within
fifteen (35) days of release.
. Any vulnerabilities or exploits discovered by the vendor or others for the proposed application must be
reported to Collier County Government immediately with a proposed mitigation strategy.
. All code that requires passwords, the password shall be encrypted with 328 bit encryption.
. All code which requires storage of sensitive data must be encrypted in 328 bit encryption. (Some
examples of where this would apply might be but not limited to credit card data.)
. All software applications must comply with all federal, state and local regulations.
o Deliverables for Security:
. List of vendor employee names that will require access and their roles (This deliverable
will be due at project kickoff pending vendor selection.)
Database:
All software applications submitted to Collier County Government are required to adhere to the following
database requirements.
. Have an exposed API and set of documents of methods and components to utilize the API, or have a
provided Web Service with proper documentation, such as a WSDL.
. Ifthe application uses property addresses, then it must be able to consume the County's address
validation web service. This shall be demonstrated via a Proof of Concept that consumes the public
facing web service that is documented in Appendix A.
. A database schema structure shall be supplied with the application, and it should include the capability
of Collier County to extend the database schema
. All software applications are required to use MS SQL Server, current maintained version with service
packs.
. All database patches must concur with the security portion of the technical requirements.
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.
1 f"\ !
All software applications must be able to reasonably co-exist on currently existing databaseJf\ller~
within Collier County Government.
Software vendors will acknowledge in writing prior to selection, that Collier County Government will
own any and all data and the database that data resides on.
.
o Deliverables for Database:
. Vendor must provide scripts in order to recreate database schemas, stored procedures and
etc.
. Database schema with a data dictionary detailing all entities and attributes.
. Recommended practices document for support and maintenance of the database.
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Training:
10 J
All software applications submitted to Collier County Government are required to adhere to the following
training requirements.
. Training must be scheduled at least forty-five (45) in advance to ensure training room availability since
multiple implementations are occurring. Training materials, curriculum to be covered and identification
of which Collier employees should attend must be provided thirty (30) days in advance of scheduled
training. Any training courses that require use of data, data should be installed and tested prior to the
scheduled training date.
. The vendor shall provide training in the area of end-user and technical support stafT. All training shall
be conducted in Collier County, Florida. All training must be instructor led, Collier County will not
accept any type of "train the trainer" in lieu of instructor led training.
. The vendor shall provide training in the operation and maintenance of the system for the County's
Information Technology support statIo
. Training shall cover the fundamental design of the software and the mechanics ofthe operating program.
Training shall be structured such that designated trainees will understand the operation, maintenance,
backups, security and the database of the system.
. The design shall be sufliciently intuitive to employees with limited computer knowledge to operate the
system in a reliable/accurate manner after completing the Vendor training supplied under the base price
of contract with the selected vendor.
Documentation:
All software applications submitted to Collier County Government are required to submit the following
documentation if short listed. Documentation must be delivered if selected in both electronic (preferred in MS
Word format) and paper version. Documentation is required to be updated with a new version or upgrade.
Collier County reserves the right to copy documentation for internal use only. The number of copies of all
documentation must correspond with the number of bound responses requested during the Request for Proposal
(RFP) Process.
. End-User training documentation
. Administration documentation
. Installation documentation
. Maintenance documentation
. Disaster recovery documentation
. Procedures specific to the application
. Information Flow Diagram of Application upon completion of project
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142
VII. System Cost Requirements
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143
VII.3 System Cost Requirements Introduction
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3) All proposers' must complete the following spreadsheets, located in this section:
. Schedule 3: Implementation Costs Summary
. Schedule 2: Licensing Fees by Module
. Schedule 3: Projected Hardware Costs
. Schedule 4: Professional Services
. Schedule 5: Training Costs
. Schedule 6: Travel and Other Costs
. Schedule 7: Additional Required Software
. Schedule 8: Collier Internal Implementation Staff Costs
2) For the purposes of price quotes, please use an estimated total number of 400 active user accounts.
3) Additional spreadsheet specific assumptions may be listed on individual sheets. All sheets must be
completed in full. Please submit additional sheets as needed.
4) Collier County has a preference to establish an enterprise licensing arrangement with any selected
vendor, thus minimizing internal overhead. Licensing quotes which outline this, or both this and
traditional licensing schemes, will be given preference in scoring.
144
VII.2 Summary Total for Software, Hardware, Professional Services..
The form below is an embedded Excel spreadsheet. Double-click to access spreadsheet.
lOJ
,'..
~Iementation Costs - Pricing Sheets
Schedule I of 8: Summary
Summary of Total Software, Hardware, Professional Services, and Maintenance Costs
Module Proposed Cost ExplanationlNotes (if necessary)--
Software License Fees (Schedule 2) 615,000
Professional Services (Schedules 4, 5, & 6): 1069752
Implementation Services (Schedule 4)
Data Conversion Estimate (Schedule 4)
Interface Estimate (Schedule 4)
Training (Schedule 5) 138056
Travel and Other Costs (Schedule 6) 80700
Total Cost During Project Period $1,903,508.00
Additionat Expenses Borne by Collier County
Module Proposed Cost ExplanationlNotes (if necessary)--
Hardware Costs (Schedule 3) 33240 Estimates from Dell.
Additional Req Software (Schedule 7)
Collier Staff Cost Estimate (Schedule 8) o Not included
Total Cost During Project Period $33,240.00
Ongoing Maintenance & Support (Years 1-5)
Period Proposed Cost ExplanationlNotes (if necessary)**
Year One* 126,600 Commences at Go Live
Year Two 126,600 Anniversary of Go Live
Year Three 126,600
Year Four 126,600
Year Five 126,600
*Please identify the time at which "Year One" support begins (e.g., once software goes into production).
w.Attach additional notes (ifneeded) to provide/uli explanation.
[A;sumptions/Additional Comments
JH ha;, (lte lUi/i1/[oulfIU' ,t support slarting lJiJilt! and ,UilIlli/! ('Ilfh in growth
1!solisl ai/oilwr IIss11mplio/l.\ and u.\(' addilimlll! ,IJUlC(! {/III'Cc.\.\mJ'
ANNUAL PUBLIC PORTAL FEE OF $25,138 BASED ON COUNTY POP OF 251,377
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VII.3 Licensing Fees by Module
ThefiJrm below is an embedded Excel spreadsheet. Double-click to access spreadsheet.
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. -j
Ilmplementation Costs - Pricing Sheets
Schedule 2 of 8: Licensing Fees
Detailed Ucensinn Fees Bu Module
Number or Fe. Per
Module Proposed Cost Users/Employees User/Employee EXDlanaUonlNotes (If nec...arv)**
Ust all modules included in requirements response:
Planninn PreBuilt 135,000 60/110 2000/user* ConcurrentIT otal**
Property PreBuilt 12,000 6/15 2000/user* ConcurrentIT otal**
Code Enforcement PreBuilt 79,000 32/60 2000/user* ConcurrentITotal**
Licensing PreBuilt 46,000 18/30 2000/user* Concurrent/Total**
Permits & Inspections PreBuilt 159,000 72/130 2000/user* Concurrent/T otal**
Application Builder 25,000 N/A*** Admin Tool
CityView Server 12,000 N/ A *** Admin Tool
CityView Mobile Extension 7,000 N/A*** Admin Tool
CityView XML Web Services Extension 7.000 NI A *** Admin Tool
Cashiering PreBuilt 33.000 14/25 2000/user* ConcurrentIT otal**
GIS Extensions 100.000 100 1000****
Subtotal $615000_00
"Attach addltlona' not8. (ff needed) to provide full explanation.
IASSumptions/Addltlonal Comments
Assumptions/Additional Comments
... 2,000 Is per user license for user workstatiol
-Users are "roiected as concurrent licenses,
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146
VIlA Hardware Costs
The/orm below is an embedded Excel spreadsheet. Double-click to access spreadsheet.
Schedule 3 of 8: Hardware
Detail List of Hardware
Hardware Proposed Cost Explanation/Notes (if necessary)'"'"
List all sever requirements (Manufacturer, Model and Size)
Uell eowerooge '.OGnz XWN, OGO KAM, "GO
RAID1, 144Gb RAID5) $8,470.00 CityView Application Server
Dell PowerEdge 2850 (2.8Ghz, 4Gb RAM, 73Gb RAID5) $6.500.00 CityView Management Server
uell eowerooge ,"OGnz XoUN, W'O KAM, "GO
RAID1, 144Gb RAID5) $11.770.00 CityView Database SQL Server
Dell PowerEdge "" z XEON, 4Gb RAM, 73Gb
RAID5) $6,500.00 CityView Web Server
Subtotal $33,240.00
Discountable Software
Less Discount
T atal License Fees
"Attach additional notes (if needed) to provide full explanation.
AssumptionstAdditional Comments
It is assumed that the County will provide software
licensing for Windows Enterprise Server 2003 and
Microsoft SOL Server 2000/2005
Municipal Software typically does not provision hardwae
or clients. Hardware cost estimates are based on Dell
Ionline pricing and do not include any applicable taxes
SEE APPENDIX M
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147
VII.5 Estimated Vendor Hours
The form below is an embedded Excel spreadsheet.
Double-click to access spreadsheet.
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I
v
Implementation Costs - Pricin Sheet
Schedule 4 of 8; Estimated Vendor Hours
st mate to ess ana erv ces y
Implementation Phase and Activity
1 Estimated Vendor Hours and Coats
" peman ,
Data Conversion Inhilflc.. S.MetlS Tota'
Activity Phase Hours ..... .. Hours ..... I H~" ..... I H~" Cost
List effort for each module
priced on sheet 2
Process Review 188.8 150
Analysis - Gap to Fit 802.4 150
Project Planning 160 150
Data Collection & Infrastructure Review 457 150
Data Conversion (MSC portion) 207 150
Configuration, Customization & Reports 2829 150
Integration 348 150
Installation 29.76 150
Fine Tuning & validation 595.2 150
System Testing 240 150
Deployment Preparation 170.9 150
6028 904,152
DTS Tasks
Data Mapping/Process Modeling 320 115
Data Conversion into GityView 380 115
Data Integration w/3rd Party Software 520 115
Mapping, Conversion & Integraton Documentation 100 115
Protect ManagementlQC/QA 120 115
1440 165.600
add additional cells if needed)
Total $1.069,752.00
. Ple..e UII (and .pecify) the propo.ed blended rite for ..ch ph....
ssumptions/Additional Comments
ur costs are not estimated on a per module basis.
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148
VII.6 Training Costs
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Ilmplementation Costs, Pricing Sheets
Schedule5of8: TralningCosts
1. Training HoursandCOlmByTlainee
Estimated Costof Training by Phase
Number 01 Phase I' pluIMn' Phi.",' PhiAlV' To'"
Ph", TrllneeTIIlM Students Units CosllUnit Cost Units COIWnR Cost Units Co.Wnlt C,,, Units Cost/Unit Cost Hour. Cost
r;;..
. Plwellbel NCh PhMt 10 be cOMilfenf wilh imp/tmMtllio11 mttIIodoIogy;
2 Addilional Training Costs
Phllel' Phase II' Ph_III' PhiAlV' T""
Phase Type Units Cosl/Unlt Cost Units Cost/Unit Coo, Units CostlUnll Cost Units COItJUnlt Cos' Hours Coo,
serTraining 370
SMETraining
dminTraining
Reporter Training
T"" 138056
3 Total Training Costs
Pilau I' Phase 11* Phlleur PUMrr To'"
Phase Type Units-TCostlUnitl Co" Units ICost/Unitl COlt Units ICosWnitT Cos' Units I CostlUnitl Cost ""'. Cost
T"" I I I I I I I I I
jAssumptionSIAddilionalcommonts
NoIe:Phasesareprovidedforlllustrationpurposesonly,CostsubmillalmusI match any phases proposed in implemenlalion plan
hisdoClJmentmustindude:definitiQnoftraining"unif'!lehoul,hajfday,lullday,etc,):trainingmethodologyassociated>Mth
pecificcosls;numtlerofstudenlspercJass;andiocationoftraining
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149
VII.7 Travel and Other Costs
The/arm below is an embedded Excel spreadsheet. Double-click to access spreadsheet.
~Iementation Costs. Pricing Sheets
Schedule 6 of 8: Travel and Other Costs
Phase I Phase II Ph... III Phase IV V Total
Phase Cateoorv Caot Cost Cost Cost Cost Cost
Additional Projected Travel 80700
Total $80,700.00
Assumptions/Additional Comments
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150
VII.8 Additional Software Costs
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IlmPlementation Costs - Pricing Sheets
Schedule 7 of 8: Additional Software
Number of Fe. Per
Third Partv Software ILlst Indlvlduallv\ Pronosect C~t UserwJEmployees User/Employee Exnlanatlon/Notes llf nee...al'll'..
Subtotal
UatPrlc
Discountable Software
Less Discount
Total L1cen.. Fees
Assumptions/Additional Comments
List aU ather assumptions here,
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151
VII.9 Professional Services
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.' \..
ICollier Implementation Staff Costs. Pricing Sheets
Schedule 8 of 8: Professional Services
Estimated Professional SaIVices By Implementation Phase and Activity
Assumed Government Participation Hours (please input the estimated total (for all customer personnel)
AIIOtherlmplementltion
Data Conversion Interfaces Services Total
Activity Phase Hours Rate* Cost Hours Rate. Cost Hours Rate* Cost Hours Cost
List effort fOf each module priced on sheet 2
(add additional cells if needed)
Total
ssumptions/Additional Comments
e can nol project your time. II is our understanding that you are
shing for Municipal Software to provide a turnkey product. We
have priced the proposal under the assumptions noted relative 10
involvement on Collie(s part (Defined Administrator, Training, etc.).
Please also note assumption on availability of your SME as defined above
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152
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VIII. Required Proof of Concept Demonstration
153
Proof of Concept Testing 0 1
These are the rules for the . Proof of Concept' final selection demonstration. Vendors will be reqUire~O fol~w
the script furnished in this section of the RFP. During the testing members of the Selection Committee will not
be permitted to ask the vendor questions. Time period for questions and answers will only be permitted after
the demonstration.
Any of the following situations will result in the vendor receiving a lower score for this portion of the selection
criteria or potential disqualification. The use of screen shots or "canned applications" for any portion of the
test, inability to complete any of the required processes, failure to bring your own equipment or comply with
other items of the below Hardware or Data Requirements (except where Collier County indicates in advance
that it will supply the equipment), the application receives error messages throughout the test period, running
the database and the client on the same machine is not acceptable (the vendor must demonstrate that the
application can communicate over an Ethernet network), and inability to comply with time and scheduling
agreements.
GIS Demonstration - A demonstration will be conducted by each vendor which outlines their systems ability
to maximize Collier County's investment in GIS technology. GIS capability is to be demonstrated at each
relevant locale during the Proof of Concept event. Results of this demonstration will be graded as outlined in
Section IV.2 Phase 2.
Hardware Requirements
The vendor must supply two separate servers that contain the application database and GIS database and at least
two client machines (more would be preferred) configured with their database and application and any other
equipment needed for connectivity (switch or router, patch cables, etc)
The servers will have Microsoft Server 2003 installed with the latest service packs and security patches (a list of
which must be provided at the demonstration).
Database server will have Microsoft SQL 2000 installed with the latest service packs and security patches (a list
of which must be provided at the demonstration).
Client machines will have Windows XP Professional with Service Pack 2 and the most recent security patches
installed.
A list of all service packs and security patches for all Windows operating systems installed on the servers and
client must be provided at the demonstration.
The client machine will be connected to a projector (which Collier County will supply) so that all Selection
Committee members can view the test. However the application must be opened on both machines in order to
demonstrate that the application can handle multiple connections.
The vendor will supply a printer of their choice so that they can comply with the requirements of the script.
Data Requirements
The vendor will supply their own data tables for the purposes of this test, which would include fee codes, fee
calculations, permit types, license types, petition types, review departments, parcel data, GIS layers, or any data
necessary to complete the required proof of concept demonstration. Any application, permit, case, or license
must be created in real time during the demonstration.
154
Throughout the various milestones of the script demonstrate how the application enforces data i.l!\ty ~y
entering free text in a numeric field, entering text in a date fields, entering a date in a text field, or nil. '-/teEing
data in a required field.
Proof of Concept Script and Milestones
Systems are to demonstrate the below capabilities, or acceptable alternate methods of accomplishing
milestones. The process used as an example for the Proof of Concept is illustrative only, and is not meant to be
inclusive or completely representative of actual Collier County processes.
Each Milestone can be awarded up to 3 Points, dependent upon success of demonstration.
Ease of system usage, layout, and system innovation awarded up to 5 Points.
Proof of Concept Script
Received a code enforcement related complaint from a citizen. The owner of 50 acres of land located in a
residential zoning district decides to build attached town homes on 25 acres and hires a company to begin
clearing the property. The nearest neighbor to the property is unhappy about the bulldozer knocking down the
trees next their property and calls Code Enforcement to investigate. Code Enforcement opens a case to record
results of investigation and if violation founded, statJ escalates to next milestone as Code Case.
1. Milestone - Log citizen complaint and record, entering
_ Complainants' information - name, address, phone (unless complainant wishes to remam
anonymous)
_ Violation type, as proposed
_ Location of alleged violation
_ Date and time complaint received
_ Assign to inspector, (verify through GIS layer)
_ Check for duplicate cases
_ Check for jurisdictional conflict (verify through GIS layer)
2. Escalate the Case:
_ The Investigator cites the property owner for removing trees in an environmentally sensitive area
without an approved development order. (Record citation date and violation type in system)
3. Milestone - Code Case Violation, enter:
_ Type of violation category
Violation
Address of violation
_ Contact information of violator - name, address, phone
_ Owner information - name, address, phone
_ Assign inspector, based on location
Document visits - demo
_ Load images of violation - (vendor to provide image samples for demo)
_ Automatically assign complaint number
_ Print Notice of Violation which includes all information previously entered
_ Check for previous violations or violation patterns on the GIS Parcel layer
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The land owner is advised that in order to resolve the problem they must cease clearing of thsi ~jeqt
property and obtain an approved Development Order. Prior to submittal for the requle\USi!,t
Development Plan, a.k.a. Development Order, a pre-app meeting must take place with County staff to
discuss the proposed development of the subject property. Note: Requests for pre-app meetings are
taken via the County Website or by phone.
4. Milestone - Pre-application Meeting Request
Request a Pre-app Meeting for Site Development Plan. Coordinate meeting, show the following tasks,
and record pertinent information:
_ Contact information for agent including; applicant name, company name, address and phone
number, etc
_ Verify property ownership and address information - (verify through GIS layer)
_ Location/Property Information - folio and/or property address (verify through GIS layer)
_ Zoning District - (verify through GIS layer)
_ Development Type, example multi-family, commercial
_ Assign Project Planner
_ Schedule Pre-Application Meeting Date & Time
5. Milestone - Pre-Application Meeting & Fees:
_ Pre-Application Fee - $500.00 flat fee, (Nonrefundable fee however the Pre-app fee is credited
towards application review fee when submitted within 9 months of meeting date)
_ Addressing Checklist- Confirm Legal Description & Folio #
_ Create application in System to record information from pre-app notes.
_ Participants- Zoning, Engineering, Transportation Division, Environmental, Addressing
6. Milestone - Sufficiency Application Review - Planner:
_ Verify Pre-App Meeting has not expired (Expired if application is not submitted within 90 days
ofpre-app meeting). Fees, verify accuracy of check amount to include all required fees.
_ Application & Review Fee (Flat rate application fee of $5,000.00 plus $40.00 per dwelling unit
plus $300.00 per residential structure and $500.00 Pre-App Fee credit from above rate upon
acceptance of submittal) Note: Number of dwelling units and residential structures are required
as part of the submitted application package.
_ Environmental (clearing, $250.00 for first acre or fraction of an acre plus $50.00 for each
additional acre with a maximum fee of $3,000.00). Note: Acreage information is required as
part of the submitted application package.
Fire Review ($200.00 flat fee)
_ Environmental Health Dept ($20.00 flat fee)
_ Engineering Review & Inspection Fees (Construction document review fee of 0.75% is based on
an estimated total of probable paving, grading, drainage, lighting, code minimum landscaping
and any other appurtenant cost of construction and provided by Engineer of record for proposed
project. Construction inspection fee of 2.25% is based on an estimated total of probable paving,
grading, drainage, lighting, code minimum landscaping and any other appurtenant cost of
construction and provided by Engineer of record for proposed project). Note: Probable cost
estimates are required as part of the submitted application package)
_ Certificate of Adequacy (COA application fees for residential are based on a flat rate fee of
$200.00 plus $25.00 per residential dwelling unit)
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Create application in System based on proposed development type, for purposesJt)t~
demonstration use application type of Site Development Plan (SDP)
Ensure submission of all required items as noted on pre-app checklist for purposes of this
demonstration use fees identified above.
_ If application submittal is incomplete the System is to automatically generate an insufficiency
letter for applicant & property owner(s) noting deficiencies with submittal and letter is sent to
applicant and property owner via fax, or email.
_ Application is in hold/pending status until deficient items are submitted by applicant.
_ Process may proceed to next step after verification of items received. RecordlUpdate pertinent
information including but not limited to the following;
_ Applicant & property owner name, address, phone & fax numbers
_ Project description
Number of residential units
Number of residential buildings
_ Connect application/project to correct property/address record information, (verify through GIS
layer)
_ Identify Zoning district - use RMF-36 zoning district, (verify through GIS layer
_ Record Engineering construction cost - use cost value of $2,000,000.00
_ Record project acreage - total of 25 acres
_ Automatically calculate required fees and create payment slip. Planner prints payment slip to
give to Cashier to accept payment of required fees and issue paid receipt
_ Planner/Coordinator determines required review staff by department as noted on pre-app notes
and by pre-determined review areas for Environmental and Landscaping staff members. Review
staff members are noted on a distribution route sheet as auto generated by the System.
Application package accompanied by route sheet is given to Planning Tech for next step know as
distribution process.
7. Milestone: Distribution to Review Departments - Planning Technician:
_ Automatically create an applicant process letter with pertinent information, project tracking
number, project name, assigned project planner, etc.
_ Automatically load required standard plan review departments and Planning Tech to have ability
to manually add special review departments as noted on Route Sheet from Planner
_ Automatically assign review received/in date and review due date and also record the distribution
date and completed review date. Standard review due dates are pre-determined by County
management staff - for purposes of this demonstration please use review due date of 30 business
days.
_ System to automatically record the acceptance date, a.k.a. distribution date
_ Distribute application packets to required review department personnel as noted on Route Sheet.
Send/mail process letter and copy of paid receipt to the applicant.
8. Milestone: Staff Review & Review Coordinator Tracking Review Departments:
_ Create at least one review checklist type item for each review department listed below to
demonstrate review process. System shall also record staff member name, date, time, comments
and status for each review department listed;
_ Zoning
_ Engineering
_ Transportation Division
Environmental
_ Addressing
157
_ Impact Fee Coordinator - (COA)
Review Coordinator
When one or more reviews result in reject status then System is to automatically generate an
insufficient review letter which identifies all insufficient items discovered in review process. (If
all review departments result with an approved status then move on to next milestone for final
plan approval). Review Coordinator sends insufficient review letter to applicant and owner via
fax or email, need to date time stamp this event.
_ Applicant must re-submit revised plans addressing insufficient items identified with insufficient
review letter and deliver them to the Review Coordinator. Additional review fees are required
upon 3rd and subsequent reviews and must accompany re-submittal packages. (Re-submittal
fees are as follows; 3rd review $3,000.00, 4th review $3,500.00 and 5th & subsequent reviews
$2,000.00 each). Demonstrate re-submittal with appropriate fee.
_ Review Coordinator checks package for completeness; correct number of plan copies, additional
fees if required, etc.
Review Coordinator distributes revised review package to appropriate review department staff.
System to record required review departments along with in, out and due dates including status
of each review.
Repeat review and re-submittal processes until all review departments have approved the
submittal package.
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9. Milestone: Final Plan Approval and Issuance of Development Order
Create the following checklist type items for stafl' verification to complete final approval process:
Review Coordinator;
_ Verify all reviews have an approved status
_ Verify C.O.A. pre-approval letter is issued
_ Forward plans to Landscape Architect for approval stamp, date & signature; all stamped & signed
approved plans to be returned to Review Coordinator. Need to track when & where the plans
sets are in this process.
_ Forward plans to Architect for approval stamp, date & signature; approved plans to be returned to
Review Coordinator all stamped & signed approved plans to be returned to Review Coordinator.
(Must track when & where the plans sets are in this process).
_ Cull tile - remove duplicate items, etc.
_ Forward file to County Engineer
_ Contact Impact Fee Coordinator to complete COA process
Impact Fee Coordinator;
_ Calculate required impact fees
_ Create payment slips and receipt payment, print documents
_ Issue COA Certificate, print document
_ Escrow paid fees, system must track these fees back to issued certificate and maintain connection
to project.
Engineer;
_ Identify and review required stipulations
_ Complete site inspection checklist
_ Stamp plans for approval to include date & signature on each plan set
Engineering Secretarv;
_ Check for stipulations
_ System to verify all required fees paid including impact fees related to C.O.A
158
_ System to generate final approval letter to include any stipulations or conditions of ap11lcAl J .
_ Distribute stamped approved plans with copy of approval letter to appropriate depi~t , . .e.
Engineering, Zoning, Records
_ Contact applicants to notify approval is complete and distribute copy of approval letter with all
remaining copies of stamped approved plans
System needs to reflect an approved status for SDPlDevelopment Order
10. Milestone: Close Code Case
_ Upon release of Development Order, System to generate notification to Code Enforcement
Department Investigator to close the code case
11. Milestone: Create an address record
_ Create an address record on at least one building associated with approved SDP noted above.
_ Demonstrate application's Address creation process in your software application or demonstrate
that the address can be created in GIS and then import the data to your applications database
12. Milestone: Contractor Licensing
Create a contractors license to include at minimum the following information;
_ Application for Competency Examination Intake - Testing
_ Applicant Registers & Takes Test
_ Collect Application Fee
Test Scores: Record Test Scores
Issue and Print license with:
_ Certificate Number (System Generated)
_ Original Issue Date
_ Occupation Number
_ Occupational Expiration Date
_ Occupational Exempt
_ Expiration Date (MMIDDIYYYY)
_ Applicant and Qualifier Name
Name of Business
_ Business, Home and Mailing Address
_ License Type (text) - State License Number
13. Milestone: Intake of Building Permit Application - Residential Construction
Create the following checklist type items for staff verification of sufficiency review;
_ Completed application - applicant & property owners name and address, phone and fax numbers
_ Correct number of plan sets
_ Survey - Signed & Sealed
_ Approved SDP plans
_ System to auto generate Permit Number
Record/Enter pertinent information including but not limited to the following;
_ Create application in System based on proposed development type - (jor purposes of this
demonstration use Single-Family Attached, Construction Type V-Concrete)
Validate Contractor License
_ Validate Address/Location (verify through GIS layer)
_ Validate Zoning District (verify through GIS layer)
159
_ Validate Flood Zone w/Elevation - FEMA (verify through GIS layer)
_ Indicate living, non-living and total area square footage in separate fields
_ Indicate electrical amperage
Indicate FCC code, i.e. 303=s/f detached, 302=s/f attached
_ Indicate type of construction, i.e. Type V-Concrete or Type Vl- Frame
_ Indicate type of occupancy use, i.e. residential
I'''~'' d
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Create application and review fees based on following;
_ Building Permit application fee - based on $.05 per square foot with minimum fee of$300.00 and
maximum fee of $5,000.00 (Nonrefundable fee however the application fee is credited towards
permit review fees)
_ Zoning Dept. application fee - based on flat rate of $75.00 per application. Nonrefundable fee
however the application fee is credited towards permit review fees)
_ Automatically determine and load required standard plan review departments by permit type per
user control table.
_ System to automatically assign review received/in date and review due date and also record the
distribution date and complete review date. Standard review due dates are pre-determined by
County management staff. For purposes of this demonstration please use review due date of 35
days.
_ System to auto generate route sheet based on required review loaded by System.
_ System to track status of permit application to include review comments throughout entire
process.
Permit status information to be made available via Internet
14. Milestone: Staff Review & Review Coordinator Tracking
Create at least one review checklist type item for each review department listed below to demonstrate
review process. System shall also record staff member, date, time comments and status for each review
department listed.
_ Zoning Setbacks - (Zoning Dept. Planning Tech)
_ Structural- (Building Dept. Plans Examiner)
_ Plumbing - (Building Dept. Plans Examiner)
_ Mechanical- (Building Dept. Plans Examiner)
_ Electrical- (Building Dept. Plans Examiner)
_ Fire - (Building Dept. Plans Examiner)
_ FEMA - (Building Dept. Plans Examiner)
_ Engineering - (Engineering Section)
_ Impact Fee - (Operations Section)
_ Review Coordinator - (Building Dept. Permit Tech)
_ Demonstrate Master Plan capabilities
_ Demonstrate capability of assigning plans to a queue until plans are actually assigned to a plan
examiner
_ If one or more reviews are rejected then System is to automatically generate an insufficient
review letter which identifies all insufficient items discovered in review process. (If all review
departments are approved then move to next milestone for Final Type)
_ Review Coordinator sends insufficient review letter to applicant and owner via fax or email
_ Applicant must re-submit revised plans addressing insufficient items identified with insufficient
review letter and deliver them to the Review Coordinator. Additional review fees are required
upon 3rd and subsequent reviews and must accompany re-submittal packages. (Re- submittal
fees are as follows; 3rd review $3,000.00, 4th review $3,500.00 and 5th & subsequent reviews
$2,000.00 each)
160
_ Review Coordinator checks package for completeness; correct number of plan copies, a:if0nd
fees if required, etc. Review Coordinator distributes revised review package to aptr'opriate
review department staff System to record required review. departments along with in, out and
due dates including status of each review
_ Continue review and re-submittal processes until all reviewers have approved the final package.
15. Milestone: Final Reviewffyping - (Customer Svc Spec)
Create the following checklist type items for staff verification to complete final review/typing process:
Confirm all required subcontractors are listed with notarized signatures, notify applicant if not
complete
_ Confirm all department reviews are complete with approved status.
Confirm the following fees were added to permit:
_ Building Permit Fees
_ PUD Monitoring Fee (set fee $325.00 per dwelling unit)
_ Add Impact Fees, i.e. Road, Library, Schools, EMS, Parks, etc.
16. Milestone: Cashiering - Payments and Permit issuance
_ Demonstrate payment transaction for a Permit
_ Demonstrate refund as in overpayment of fees
Print Permit document, include date and time issued
_ Print inspections job-site placard
_ Print payment receipt
_ Create closing report
_ Create daily batch to be interfaced with financial systems
17. Milestone: Request Inspections
Create inspection requests and demonstrate how inspections are assigned and routed to inspectors for
following inspection types;
_ Septic
Electrical
_ Plumbing
Structural
Mechanical
_Re-inspection Fee (additional fee of $75.00 first, $300.00 second and $325.00 for third and each
successive re-inspection)
_Time Specific Inspection Fee (additional fee of $40.00 for each time specific request)
18. Milestone: Record Inspection results (demo partial, pass andfail result codes)
_Septic
Electrical
_Plumbing
Structural
Mechanical
19. Milestone: Certificate of Occupancy, C.O.
_ Demonstrate issuance ofC.O. after inspections are completed and print C.O. document.
161
Project Wrap-Up Infor11Ultion
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.,d
;;'1"',1
20. Milestone: Activity Information
Demonstrate your systems design that links multiple activities to an address location and/or project as
noted below;
_ Activity from address record and/or project to Site plan record, Permit record, Inspection record,
etc.
21. Milestone: System Administration:
The following items will be demonstrated by the vendor at this portion of the Proof of Concept.
_ Add a New User Account to System
_ Set Security and Access to Modules
22. Milestone: Create New Report
Create and Print Reports for following:
Permits
Plan Reviews
_ Inspections
23. Milestone: Change Layout of an Existing Screen and W orkflows
_ Change location of input fields
_ Remove and add input fields
_ Alter the order or progression of required screens
24. Milestone: Standard Notes, Checklists and Time Tracking:
_ Show ability to create standard review checklists
_ Show ability to create standard note items
_ Show individual time tracking capabilities
25. Milestone: System Maintenance:
_ Create new permit type
_ Change fee rates
Create fee codes
26. Milestone: Demonstrate Capabilities for Customer On-Line Access
_ Apply for Building Permit, on-line
_ Make payment to on-line Building Permit
_ File a complaint for investigation into code case
Show review status of code case
_ Request inspection for Permit on-line
_ Show inspection result on-line
162
All participating vendors' are required to address a response to the following items to be del~QI J
directly to Collier County IT Department on their respective date as scheduled for the Proof of
Concept demonstration.
Provide wriUen documentation for the software application licensing structure.
. Give a detailed break down of all licensing options including cost
Information Technology - Addressing Validation Proof of Concept
The participating vendor will deliver this part of the proof of concept test directly to the Information
Technology Department via portable media, such as CD or DVD, and that the solution is compatible
with the County's Windows XP environment. The solution can be Internet based; XML based or be
based on any platform that demonstrates the use ofthe County's Address Validation Web Service that is
available via the Internet. In essence, the proof of concept should allow a user to input an address and
then have that address be validated against the Web Service per the WSDL. Since Internet connection
may not be available during the vendor presentations, the solution should be stand-alone and portable. It
will be checked by County staff on their computers. It would be preferred if no installation was required
on their machines.
http://gis.colliergov .net/websi tel AddressInfo/GetAddresslnfo .asmx
<7xml version="3.0" encoding="utf-8" 7>
::<wsdl: definitionsxmlns: http=''http://schemas.xmlsoap.org/wsdl/http/''
xml ns: soa p = ''http://schemas.xmlsoap.org Iwsdl 1 soap I"
xmlns:s=''http://www.w3.org/2003/XMLSchema''
xm I ns: soa penc=" http://schemas.xmlsoap.org 1 soa pI encoding I"
xmlns:tns=''http://tempuri.orgl''
xm I ns: tm = ''http://microsoft.com/wsdl/ mime/textMatch ing/"
xmlns: mime= ''http://schemas.xmlsoap.org/wsdl/mime/''
targetNamespace=''http://tempuri.orgl''
xmlns:wsdl = ''http://schemas.xmlsoap.org/wsdl/'' >
:: <wsdl:types>
:: <s:schema elementFormDefault="qualified" targetNamespace=''http://tempuri.orgl''>
:: <s:element name="OutputFull">
:: <s:complexType>
:: <s:sequence>
<s:element minOccurs="O" maxOccurs="3" name="strlnputStreet" type="s:string" />
<s:element minOccurs="O" maxOccurs="3" name="strlnputCity" type="s:string" />
</s:sequence>
</s:complexType>
</s:element>
:: <s:element name="OutputFuIlResponse">
:: <s:complexType>
:: <s:sequence>
<s:element minOccurs="3" maxOccurs="3" name="OutputFuIlResult" type="tns:outputFull" />
</s:sequence>
</s:complexType>
</s: element>
:: <s:complexType name="outputFull">
:: <s:sequence>
<s:element minOccurs="3" maxOccurs="3" name="aid" type="s:int" />
<s:element minOccurs="3" maxOccurs="3" name="X" type="s:double" />
<s:element minOccurs="3" maxOccurs=1l3" name="Y" type="s:double" />
<s:element minOccurs="O" maxOccurs="3" name="outAddress" type="s:string" />
</s:sequence>
163
</s:complexType>
:: <s:element name="OutputXY"> 10 J
:: <s:complexType>
:: <s:sequence>
<s:element minOccurs="O" maxOccurs="3" name="strlnputStreet" type="s:string" I>
<s:element minOccurs="O" maxOccurs="3" name="strlnputCity" type="s:string" />
</s:sequence>
</s:compiexType>
</s:element>
:: <s:element name="OutputXYResponse">
:: <s:complexType>
:: <s:sequence>
<s:element minOccurs="O" maxOccurs="3" name="OutputXYResult" type="s:string" />
<Is: sequence>
</s:complexType>
<Is: element>
:: <s:element name="OutputADDID">
:: <s:complexType>
:: <s:sequence>
<s:element minOccurs="O" maxOccurs="3" name="strlnputStreet" type="s:string" I>
<s:element minOccurs="O" maxOccurs="3" name="strlnputCity" type="s:string" I>
</s:sequence>
</s:complexType>
</s:element>
:: <s:element name="OutputADDIDResponse">
:: <s:complexType>
:: <s:sequence>
<s:element minOccurs="3" maxOccurs="3" name="OutputADDIDResult" type="s:int" I>
</s:sequence>
</s:complexType>
</s:element>
:: <s:element name="OutputAddress">
:: <s:complexType>
:: <s:sequence>
<s:element minOccurs="O" maxOccurs="3" name="strlnputStreet" type="s:string" I>
<s:element minOccurs="O" maxOccurs="3" name="strlnputCity" type="s:string" I>
</s:sequence>
</s:complexType>
</s:element>
:: <s:element name="OutputAddressResponse">
:: <s:complexType>
:: <s:sequence>
<s:element minOccurs="O" maxOccurs="3" name="OutputAddressResult" type="s:string" />
</s:sequence>
</s:complexType>
<Is: element>
</s:schema>
</wsdl:types>
:: <wsdl: message name="OutputFuIlSoapln" >
<wsdl:part name="parameters" element="tns:OutputFull" />
</wsdl: message>
:: <wsdl:message name="OutputFuIlSoapOut">
<wsdl: part name="parameters" element="tns:OutputFuIlResponse" I>
</wsdl: message>
:: <wsdl:message name="OutputXYSoapln">
164
<wsdl:part name="parameters" element="tns:OutputXY" />
</wsdl: message>
:: <wsdl:message name="OutputXYSoapOut">
<wsdl: part name="parameters" element="tns:OutputXYResponse" />
</wsdl: message>
:: <wsdl: message name="OutputADDIDSoapln">
<wsdl:part name="parameters" element="tns:OutputADDID" />
</wsdl: message>
:: <wsdl:message name="OutputADDIDSoapOut">
<wsdl: part name="parameters" element="tns:OutputADDIDResponse" />
</wsdl: message>
:: <wsdl:message name="OutputAddressSoapln">
<wsdl : part name="parameters" element="tns:OutputAddress" />
</wsdl: message>
:: <wsdl: message name="OutputAddressSoapOut">
<wsdl: part name="parameters" element="tns:OutputAddressResponse" />
</wsdl: message>
:: <wsdl:portType name="GetAddresslnfoSoap">
:: <wsdl:operation name="OutputFull">
<wsdl:lnput message="tns:OutputFuIlSoapln" />
<wsdl :output message="tns:OutputFuIlSoapOut" />
</wsdl :operation>
:: <wsdl:operation name="OutputXY">
<wsdl:input message="tns:OutputXYSoapln" />
<wsdl:output message="tns:OutputXYSoapOut" />
</wsd I: operation>
:: <wsdl:operation name="OutputADDID">
<wsdl: input message="tns:OutputADDIDSoapln" />
<wsdl :output message="tns:OutputADDIDSoapOut" />
</wsdl :operation>
:: <wsdl:operation name="OutputAddress">
<wsdl: input message="tns:OutputAddressSoapln" />
<wsdl:output message="tns:OutputAddressSoapOut" />
</wsdl: operation>
</wsdl: portType>
:: <wsdl: binding name="GetAddresslnfoSoap" type= "tns:GetAddresslnfoSoap" >
<soap:binding transport=''http://schemas.xmlsoap.org/soap/http'' style="document" />
:: <wsdl:operation name="OutputFull">
<soap:operation soapAction=''http://tempuri.org/OutputFull'' style="document" />
:: <wsdl:input>
<soap:body use="literal" />
</wsdl: input>
:: <wsdl:output>
<soap:body use="literal" />
</wsdl :output>
</wsdl: operation>
:: <wsdl:operation name="OutputXY">
<soap:operation soapAction=''http://tempuri.org/OutputXY'' style="document" />
:: <wsdl: input>
<soap:body use="literal" />
</wsdl: input>
:: <wsdl:output>
<soap:body use="literal" />
</wsdl: output>
</wsdl: operation>
lOJ
,\.\
165
:: <wsdl:operation name="OutputADDID"> 10 J
<soap:operation soapAction=''http://tempuri.org/OutputADDID'' style="document" />
:: <wsdl: input>
<soap:body use="literal" />
</wsdl: input>
:: <wsdl :output>
<soap:body use="literal" />
</wsdl :output>
</wsdl :operation>
:: <wsdl:operation name="OutputAddress">
<soap:operation soapAction=''http://tempuri.org/OutputAddress'' style="document" />
:: <wsdl: input>
<soap:body use="literal" />
</wsdl:input>
:: <wsdi:output>
<soap:body use="literal" />
</wsdl: output>
</wsdl :operation>
</wsdl: binding>
- <wsdl :service name="GetAddresslnfo">
:: <wsdl: port name="GetAddresslnfoSoap" binding="tns:GetAddresslnfoSoap">
<soap: address location =''http://bccgweb0304/website/ Addresslnfo/GetAddresslnfo.asmx" />
</wsdl: port>
</wsdl:service>
</wsdl :definitions>
;\'4 l
,
Proof of Conceot Scorinl!: Sheet
Committee Member Name:
Signature:
Date:
Point Totals:
. Twenty Six Milestones; Point Range is 0-3 for each Milestone: Maximum Milestone Points Equal 78
. System Layout and Usage Ease: Maximum Points Equal 5
. Maximum Total Points Equal 83
Note: Noncompliance with Hardware, Database. or test requirements as outlined in beginning of Proof of
Concept Testing may result in point reductions or possible disqualification.
166
10 J ~l
VIllI. Appendices
167
Appendix A: Statement of Litigation
1. Are there any judgments, claims or suits pending or outstanding by or against your firm?
Yes X No
If the answer is yes, submit details on separate sheet.
2. List all lawsuits that have been filed by or against your firm in the last five (5) years.
None
The remainder of this page is intentionally left blank.
10.1
. cll\ .
168
Appendix B: Fees & References
10 '
Fees and References
List total fees for work done on all Collier County Government projects in the past five (5) years, whether as an
individual firm or as part of a joint venture. Fees must be listed individually by contract or project and then
summarized as a total dollar amount. Attach additional page if necessary.
$ N/ A-NONE Total Fees for work done on all Collier County projects
- -
References:
Bank(s) Maintaining Account(s):
SuretylUnderwriter: (if required)
Other References:
Pursuant to information for prospective bidders/proposer's for the above mentioned proposed project, the
undersigned is submitting the information as required with the understanding that it is only to assist in
determining the qualifications of the organization to perform the type and magnitude of work intended, and
further, guarantee the truth and accuracy of all statements herein made. We will accept your determination of
qualifications without prej udice.
Name of Organization: Municipal Software Corporation
By:
Title: Chief Executive Officer
Attested By:
Title:
Date:
169
. I
Appendix C: Proposer Qualification Form
10 '
1
',,)
PROPOSERS QUALIFICA nON FORM
Firm Name: Municipal Software Corporation
Address: 2043 Grove Street
City: Denver State Colorado ZIP 80233
Telephone: (800) 665-5647 FAX: (303) 433-4682
Email Address:wiackson(mmunicipalsoftware.com
TYPE OF FIRM: (please check one)
_X_Corporation
Under the laws of the State of:
Years in Business:
Partnership
Years in Business:
Sole Proprietorship
Years in Business:
Licensed to do business in the State of Florida?
X Yes
No
LIST MAJOR WORK PRESENTLY UNDER CONTRACT:
% Completed
Proiect
Contract Amount
City of Oakland, CA
$ _Approx. $725,000_
35%
_95%
San Mateo County, CA
$ _ Approx. $850,000_
Broward County Sheriff's Department_ $ _Approx. $300,000_
35%
City ofIslamorada, FL
$ _Approx. $300,000_
5%
City of Canton, MI
$ _Approx. $325,000_
75%
City ofInner Grove Heights, MN_ $ _Approx. $330,000_
75%
City of Plainfield, IL
$ _Approx. Being Finalized
5%
60%
City of Evansville, IN
$ _Approx. $325,000_
170
MAJOR WORK PRESENTLY UNDER CONTRACT, Cont'd:
10 J
% Completed
Project
Contract Amount
City of Mundelein, IL
$ _Approx. $250,000_
$ _Approx. $350,000_
City of Darien, CT
75%
90%
City of Charlotte, NC (Zoning Addition)$ _ Approx. TBD_
5%
LIST CURRENT PROJECTS ON WHICH YOUR FIRM IS THE CANDIDATE FOR AWARD:
Following are major projects under negotiation:
City ot Miami. Land Development. Phase 2
Eastern Municipal Water District (Orange County. CA)
City ot Fontana. CA
City ot West Hartford. CT
Polk County, FL
City ot Miami Beach. FL
OTHER INFORMATION ABOUT PROJECTS:
_There are several additional projects tor which we expect RFP's to be released within the next 60 days.
Have you, at any time, failed to complete a project? _ Yes _X_No (If yes, details please)
The remainder of this page is intentionally left blank.
171
Add additional sheets as needed.
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, ~
Appendix D: Insurance Requirements Certification
Collier County Florida
Insurance Requirements
REQUIRED LIMITS
INSURANCE TYPE
-.lL 3.
Worker's Compensation
Statutory Limits of Florida Statutes, Chapter 440 and
all Federal Government Statutory Limits and
Requirements.
-.lL 2.
-.lL 3.
-.lL 4.
-.lL 5.
Commercial General Liability
(Occurrence Form)
patterned after the current
I.S.O occurrence form with
no limiting endorsements.
Bodilv Iniury & Property Damage
$2,000,000 Single Limit Per Occurrence
INDEMNIFICATION: To the maximum extent permitted by Florida law, the
Contractor/V endor/Consultant shall 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, to the extent caused by the negligence,
recklessness, or intentionally wrongful conduct of the Contractor/V endor/Consultant or anyone
employed or utilized by the Contractor/Vendor/Consultant 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 indemnitied party or person described
in this paragraph.
This section does not pertain to any incident arising from the sole negligence of Collier County.
Automobile Liability
$3,000,000 Each Occurrence
Owned/Non-owned/Hired
Automobile Included
Other Insurance as indicated below:
a) Professional Liability
The Proposer shall be solely responsible to parties with whom it shall deal in carrying out the
terms ofthis agreement and shall indemnify and hold the County harmless against all claims
arising from the negligent acts, errors or omissions of consultant by third parties. The Proposer
shall carry professional liability insurance in an amount not less than $3,000,000.
172
COLLIER COUNTY FLORIDA INSURANCE REQUIREMENTS
(Continued)
In
'..1
l6.
Contractor shall insure that all sub-consultants comply with the same insurance requirements that
he is required to meet. The same Contractor shall provide County with certificates of insurance
meeting the required insurance provisions.
l7.
Collier County must be named as "ADDITIONAL INSURED" on the Insurance Certificate for
Commercial General Liability where required.
l8.
Collier County Board of County Commissioners shall be named as the Certificate Holder. NOTE--
The "Certificate Holder" should read as follows:
Collier County
Board of County Commissioners
Naples, Florida
No County Division, Department, or individual name should appear on the Certificate. No other
format will be acceptable.
19.
Thirty (30) Days Cancellation Notice required.
l30.
The Certificate must state the Bid Number and Title.
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -------------------
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -------------------
BIDDERS AND INSURANCE AGENT STATEMENT:
We understand the insurance requirements ofthese specifications and that the evidence of insurability may be
required within five (5) days of the award of bid.
_Municipal Software Corporation
Bidder
Insurance Agency
Signature of Bidder
Signature of Bidder's Agent
The remainder of this page is intentionally iejt blank.
173
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.."" \kJ tl.,)
\,. A
Workers Compensation and Employers Liability Coverage
Municipal Software Corporation. through the Government ot Canada. holds unlimited liability tor
Worker's Compensation. Should you require turther details in how this complies with the WCB Standards
in Florida and proof that our account is in good standing. please contact Woody Jackson at
3.800.665.5647 ext 250.
174
Appendix E: Proposer's Checklist
THIS SHEET MUST BE SIGNED
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
Purchasing Department
PROPOSER CHECK LIST
IMP 0 R TAN T: Please read carefully, sign in the spaces indicated and return with your Proposal.
Proposer should check off each of the following items as the necessary action is completed:
_ 3.The Proposal has been signed.
_ 2.All information as requested in the Proposal Questionnaire is included.
_ 3.Any addenda have been signed and included.
_ 4.The mailing envelope has been addressed to:
Purchasing Director
Board of County Commissioners
Purchasing Building
3303 Tamiami Trail, East
Naples, Florida 34332
_ 5.The mailing envelope must be sealed and marked with Proposal Number, Proposal Title and Due Date.
_ 6.The Proposal will be mailed or delivered in time to be received no later than the specified due date and time.
(Otherwise Proposal cannot be considered.)
ALL COURIER-DELIVERED PROPOSALS MUST HAVE THE RFP NUMBER AND TITLE ON THE
OUTSIDE OF THE COURIER PACKET
Company Name
Signature and Title
Date
175
Appendix F: Proposer's Declaration Statement
10.J
DECLARATION STATEMENT
BOARD OF COUNTY COMMISSIONERS
Collier County Government Complex
Naples, Florida 34332
RE: RFP NO. 06-3962
Dear Commissioners:
The undersigned, as bidder/proposer (herein used in the masculine, singular, irrespective of actual gender and
number) declares that he is the only person interested in this proposal or in the contract to which this proposal
pertains, and that this proposal is made without connection or arrangement with any other person and this
proposal is in every respect fair and made in good faith, without collusion or fraud.
The proposer further declares that he has complied in every respect with all the Instructions to Proposers issued
prior to the opening of proposals, and that he has satisfied himself fully relative to all matters and conditions
with respect to the general condition of the contract to which the proposal pertains.
The proposer puts forth and agrees, if this proposal is accepted, to execute an appropriate Collier County
document for the purpose of establishing a formal contractual relationship between him, and Collier County, for
the performance of all requirements to which the proposal pertains.
The proposer states that the proposal is based upon the proposal documents listed by RFP 06-3962.
176
PROPOSAL CONTINUED
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,
IN WITNESS WHEREOF, WE have hereunto subscribed our names on this _ day
of
, 2006 in the County of
, in the State of
Municipal Software Coroortation
Firm's Complete Legal Name
2043 Grove Street
(Address)
Denver. CO, 80233
(City, State, ZIP)
Phone No.
Fax No.
800-665-5647
250-475-6080
Check one of the following:
D Sole Proprietorship
xD Corporation or P.A. State of
CO
- -
D Limited Partnership
D General Partnership
By: lain McLean
Typed and Written Signature
Chief Executive Officer
Title
******************************************************************************************
**********
ADDITIONAL CONTACT INFORMATION
Send Payments To:
(REQUIRED ONLY if different from above)
Municipal Software Corporation
(Company Name used as Payee)
4464 Markham St. Suite 3308
(Address)
Victoria. BC Canada V8Z7X8
(City, State, ZIP)
Contact Name:
Mike Tardif
Phone No. _800-665-5647, Ext 265
Title: _Accounting Manager
FAX No. 250-475-6080
Email address:_mtardif@municipalsoftware.com
]77
Office Servicing Collier County Account!
Place OrderslRequest Supplies
(REQUIRED ONLY if different from above)
(Address)
(City, State, ZIP)
Contact Name:
Phone No.
Title:
FAX No.
Email address:
.!-.L,
"
'r'
V
178
Appendix G: Conflict of Interest Statement
10 J
Conflict of Interest Statement
1. Proposer shall provide a list of any businesses and/or organizations to whom the firm has any affiliation
or obligations within the past five (5) years; whether paid or donated, which could be construed by the
County as a conf1ict of interest.
2. Declaration of commitment not to pursue any private sector work within the limits of the County project
or directly affected by the County project until the County project is completed and accepted by the
County.
By signing below in the space provided, a principal of the firm certifies that the firm will comply fully with
item 2 if awarded a contract by the County.
lain McLean
Printed Name
Chief Executive Officer
Signature and Title of Principal
Date
The remainder of this page is intentionally left blank
179
Appendix H: Report Requirements
10 J
Collier County requires a variety of operational and management information to maximize the efficiency of its
operations. The below areas are indicative of the types ofreports envisioned. Collier County's expectation is
that normal print-outs and hard copy items such as permits, receipts, etc will be a pre-configured part of any
system procured, and not reports requiring additional customer configuration or set-up.
18) User Queries: Users should be able to query all standard key fields, and contain features including but not
limited to the following
a. Provide query and custom reporting capabilities without requiring a third party/vendor or the
purchase of any additional software programs/modules. The capability to save, share, and reuse
user-defined reports must be available.
CityView's searching capabilities are a core technology ot the CityView application. Searches
can be preconfigured and modified by a user or added by a user at any time. Search results
are displayed in an interactive window where a user can select any of the result records and the
form associated data entry form will adjust to display the selected data. Search results can also
be saved in a list for quick retrieval.
Should multiple searches be performed and saved. the user can choose results from both search
results and the data entry screens will show the data requested.
b. Provide a method for users to easily submit queries and export data results to external file
formats. System should be able to export data to the web or e-mail capabilities.
As noted above. searches are user modifiable. In addition. the search results can be printed
directly to a printer or exported to an Excel Worksheet. For web access. a search and a display
form can be deployed to a web site.
c. The system must include the functionality to import/export data between other Windows
applications (i.e. Microsoft Word, Excel, etc.). Should be able to use PowerPoint or any other
graphic capability for graphs and charts.
Search results can be directly exported to Microsoft Excel. Graphing capability is provided
through Excel and Export to Word is also supported through Excel.
d. The system must accommodate data search and retrieval on key fields, secondary fields, partial
fields, values, ranges, and dates.
Data searches are available on any field with a number of comparison methods for each data
type.
e. The capability to sort and search permits and land development by using various search criteria
like: complete or partial; permit number, issue date, application date, approved date, c.o.'d date,
owner, address, contractor, folio number and select multiple permits to toggle between them.
Using combinations of the search features listed above, the user can enter any of the search
criteria required. retrieve a data set and use that data set to locate any activity in the
database.
f. The system must provide the ability to generate outstanding code enforcement cases for each
field investigator's area.
180
Using combinations ot the search teatures listed above. a search can be saved that
automatically loads the outstanding cases based on the current user of the system. This list can
be exported or printed. The user can then use the search results to locate each of the cases in
the system and complete them as needed.
10
~
g. Reports should be able to use basic fimctions on appropriate fields, such as count, sum, etc.
Reports can use basic functions such as aggregate functions based on appropriate data.
Reports can also use scripted display elements that can assemble data from anywhere in the
database.
19) Management Reporting Tools: The system must be able to accommodate a variety of normal
management related reports as standard features, including but not limited to the following
h. Provide a mechanism for tracking staff time needed to process permit applications and land
development case/projects. Reports should include the ability to track:
1. Time by individual by day, week, month, YTD.
This is a customized report using standard CityView functionality.
J. Time by project # (AR#), for day, week, month, YTD, and project to date.
This is a customized report using standard CityView functionality.
k. Time by project by individuals for day, week, month, YTD, and project to date.
This is a customized report using standard CityView functionality.
I. Quality control: notification when a person's time does not total 40, project is missing dates, not
assigned, etc.
This is a customized report using standard CityView functionality.
m. Time not assignable is admin time: we need several classifications for admin such as admin
meetings (not preapp meetings), boardroom time, sick, personal, vacation, etc. Preapp meeting
time should be assigned to the project number. Admin time should be summarized for similar
period by individual and department. Need flexibility to add more categories.
This is a customized report using standard CityView functionality.
n. Need the ability to assign dollar rates to individuals for some job values can be totaled.
This is a customized report using standard CityView functionality.
o. Ability to perform cost analysis and performance measures by task or activity.
Customized report to be defined during data collection phase. If all required data is tracked in
the CityView database. then the report can be constructed.
p. System option to save standard queries as graphs.
System will save result data sets as Excel sheets to be displayed as graphs. This is to aid the user
in not having to use 2 possibly different graphing software packages.
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q. The ability to summarize number of reviews that missed the stated review deadline and 1a&.J
companion information as to how many late reviews missed the deadline (by X number of days)
.,
This is a customized report using standard CityView tunctionality.
3) Additional Departmental Management Reports: The system should allow for the construction of a variety
of additional Departmental reports, including, but not limited to, the following
Buildinl! Review & Permittinl!
Duration by Permit Type with Various Views: Will measure by date in to date out, by all types of permits
(ex: BR2 = single family home) and for all key steps and types of reviews for each process (i.e. structural,
plumbing, electrical, etc.). Also be able to report this information by reviewer and by contractor. Also provide
exception reporting for those close to exceeding standard and those exceeding standard. Also be able to review
by reviewer or contractor. Publish to web to allow user to drill down and view data as desired. Required user
input includes date range, and ability to select any or all reviewers, steps, etc. Further calculate averages by
reviewer by type of permit and type of review. Show trend analysis in graphical format.
Report to be developed as interactive user interface on web with print out.
View All Activity for any Permit Application: Show in and out dates and by whom for all activities relating
to a particular permit application. Can search by application number, location of property, reviewer -- all
people on record.
Report to be developed as interactive user intertace on web with print out.
Applicant Experience: Show, by review type and review component, the average review times for each
applicant which includes one of the following: owner, contractor, or design professional. Be able to look at this
by user defined time period and user defined applicant, as well as report on all applicants by time period or
entire time period by applicant. Be able to sort by result (i.e. showing the lowest average first).
This will be built as 3 Report with a modifiable sort.
Report Reviewer Comments: Each time a reviewer completes their review for a functional component, have
an email generated to the contact person/applicant with the information. Include a disclaimer that resubmission
cannot occur until all comments from all reviews have been satisfied. Track and store both the sending of the
message and whether it has been read, for confirmation of receipt.
This is not a part ot CityView's report engine. However. it can be included as functionality in the system.
Red Flag Report: Show all cases that are close to the standards that have not been completed AND any cases
that are over the standard. Color code over standard in RED and close to standard in some other color that will
stand out. Will need to know the following information about each such case: date in to current review stage,
applicant name, property name (?), review number (3, 2, 3, and 4), reviewer's comments, if any, ...or maybe be
able to just list the cases here and link to the "view all activity for nay permit application" summary for a given
case.
This will be built as 3 Report.
Permit Status: Goal is to show an applicant where their permit is in the process. Basic idea is to show what
date of applications we are working on and a projection of the date we'll work on the one the applicant
submitted.
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This will be built as 3 Report tiltered for application number.
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Permit Applications - All Types: Show number of permits applied for by month for fiscal years and create a
bar chart showing month by month comparison to past 5 years. Also show total YTD for all five years
This will be built as 3 report to show tabular data which can be an exported data set to MS Excel to create a
bar chart.
Permits Issued - All Types: Show number of permits issued by month for fiscal years and create a bar chart
showing month by month comparison to past 5 years. Also show total YTD for all five years
This will be built as 3 report filtered by year and month to show tabular dafa which can be an exported dafa set
to MS Excel to create a bar chart.
Permit Applications - Specific Types: Based on user input of permit application types, show number of
permits applied for by month for fiscal years and create a bar chart showing month by month comparison to past
5 years. Also show total YTD for all five years in a bar chart format comparing annual to YTD for each of the
past 5 years.
This will be built as 3 report filtered by year to show tabular data which can be an exported data set to MS
Excel to create a bar chart.
Permits Issued - Specific Types: Based on user input of permit applications types issued, show (3) number of
permits issued by month for fiscal years and create a bar chart showing month by month comparison to past 5
years. Also show (2) total YTD for all five years in a bar chart format comparing annual to YTD for each of the
past 5 years.
This will be built as 3 report filtered by year to show tabular data which can be an exported data set to MS
Excel to create a bar chart.
Permit Revenue: Show total revenue by month comparing it to same month in prior 5 years. Show on bar
chart. Also show YTD total and Annual total.
This will be built as 3 report filtered by year to show tabular data which can be an exported data set to MS
Excel to create a bar chart.
Buildinl!: InsDections
Building Inspections by Month: Show number of building inspections by month for fiscal years and create a
bar chart showing month by month comparison to past 5 years. Also show total YTD for all five years
This will be built as 2 reports. One report filtered per year and month; comparisons require mulfiple imports to be
printed. One report filtered for year range. Data sets to be exported to MS Excel to create the comparative
analysis.
Average Number ofInspections per Inspector by Month: Show average number of inspections per inspector
on a monthly basis comparing it to the same month in the prior 5 years
This will be built as 3 report filtered per year and month: comparisons require multiple imports to be printed.
Data sets to be exported to MS Excel to create the comparative analysis.
Inspections Revenue: Show total revenue by month comparing it to same month in prior 5 years. Show on bar
chart. Also show YTD total and Annual total. Also be able to show this by each of the four revenue types.
Also show the relationship between inspector and the % of cases charged fees, by type. Develop an average or
mean and eventually only report on those inspectors (by type) charging more or less than X outside the mean.
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This will be built as 3 report filtered per year and month: comparisons require multiple imports to be printed.
Data sets to be exported to MS Excel to create the comparative analysis.
Inspections Experience by Contractor: Report on the percentage of inspections passed, by contractor and
inspection type. lnclude re-inspections separately. Show average number of inspections by type by contractors
to obtain approval.
This will be built as 2 reports. One filtered by initial inspections and one filtered by re-inspections.
Code Enforcement
Benchmarks/Guidelines: lnitially, gather information that could be used for work assignment and general
workload indicators. Report on number of cases by type within geographical area and provide a ratio of how
many cases by type that is per number of inspectors assigned to that area (by specialty, if possible). Be able to
identify various date ranges and various types if desired. Also be able to id by geographic areas (not territories)
such as subdivision -- possibly hook up with GIS.
This will be built as 2 reports. One filtered by initial inspections and one filtered by re-inspections.
Inspections by Geographical Area: List all inspections by geographical area, by type and by date within type
(oldest first). Be able to specify date ranges and by status.
This will be built as 3 report filtered by date range.
Activity Count: Number of cases by geographic area, by unit and by inspector. Be able to specify date ranges,
status of desired cases and whether they are new inspections or re-inspections. Generally list by oldest case
first.
This will be built as3 report. filtered by date range and status.
Time Recording: Goal is to capture and be able to report upon travel and actual inspection times. Concept is
also to be able to relate this to work area and how far it is from place of origin for the day. Report on average
times by inspection type and by inspector. This will help identify overall capacity for inspectors/enforcers.
Need to be able to separate out evening teams from day teams.
This will be built as 3 report. filtered by date range and grouped by teams. There is some application
modification required to track all necessary data.
Response Time: Track response time by case number and compare it to requirement to 2 days of being
submitted. Provide totals, averages, by person, geographical area and type. Show those open more than 2 days.
This will be built as 3 report filtered by date range and grouped by teams. There is some application
modification required to track all necessary data.
Duration of Cases: 30/60/90: Report will show the case listings for cases open 30/60/90 days, by inspector
within team (same as geographical area). Cases with no activity within the last 45 days will be red flagged on
the report. For these cases print the Summary Page information from Hansen (special page with summary info
being developed).
This will be built as 3 reports. filtered by team.
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Service of Process: General concept is to assure all service of process steps are completed and within reqlD "1
timeframes. We will work backwards from the compliance or hearing date and provide an alert for the right
actions to occur by the required date.
This will be built as 3 report.
Impending Completion (32 days): Report all cases that have a comply-by date 32 days or less in the future.
Also track how many are missed by each inspector and what they are missing in an effort to improve training or
identify other issues that can be resolved.
This will be built as 2 reports.
Monitor by Representative: Customer Service: Concern is quality of information provided to inspector.
Sometimes the callers do not give much information, but there is an opportunity to improve the internal note
taking so as to optimize the time of the inspectors. Report will show the address and the description, by
customer service rep. The report will be on demand by the manager when desired.
This will be built as 3 report.
Date letter mailed vs. comply by date: Customer Service: Report on the date the letter was mailed vs. the
comply-by date. Show percentage that fall X days prior to comply by date and percentage that does not. Also
be able to review this information by customer service rep and aggregately.
This will be built as 3 report and requires some automation to be built.
Contractors Meeting Requirements: By contractor, measure time from initial request date to response due
date (whether responded or not), who was awarded, date assigned, due date for completion, date complete (and
report on whether they met their complete date). Also report time from receipt of bids to date decided. Also
craft report to show results over time so as to understand which contractors are most reliable. Be able to look at
this aggregately (for a time period) or by contractor, or by specific bid process.
This will be built as 2 reports: one showing contactor time measurements and one with contract award
summary.
Contractors Responsiveness: Report on whether contractors responded to bids. Show contractors contacted
vs. those who replied and over time show compliance as percentage replied to by due date.
This will be built as 3 report and requires some automation to be built.
Repeat Violators for Mowing Program: When the same owner is provided notice for weed only violations,
we want to know how many times thereafter they were found in violation since 7/3/2003. Show all dates of
violations. After 3 notices, trigger an invoice for the mowing. Develop report that shows those who have not
submitted payment by the due date.
This will be built as 2 reports; one showing all violation dates and one showing overdue payments. Requires
some automation to be built.
Letters Sent: Letter types: Bid out letter for contractors, Weed letter, Notice of violation, Invoice for weed,
litter, exotic removal, demolitions, rental registration, home inspections, Special Master . For each letter
type, CSR will note date in Hansen as to when it was sent [need to figure out how to require this input and need
report for those not input -- how will we decide it has not been input...], type of mailing (i.e. certified), show
those not mailed and the complete date has passed. For Weed letters the following is the process to report upon:
Date we received invoice from the contractor, date we sent it to property owner (compare these dates and report
on any over 5 days), then the date the money was received. Any not received within 30 days a lien should be
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triggered. Following; that if the money is not collected within 3 months, then the case is referred to the County
Attorney for collection. Report on the status of collected vs. assessed and status of compliance (i.e. is it in lien
status or County Atty referral status). Cases Closed/Transferred/Reterred: Report on number of cases closed by
CSR for desired time period and why - abated, untounded, forgiven, transferred, and referred (any others)?
This will be built as 2 reports and requires some automation to be built. ,," 0 1
Re-inspections: Report on re-inspections tor the same issue, by type of violation. Show all situations whA "-
this occurs for the time period identified, as well as a percentage of cases with re-inspections compared to all
cases during the same time period. Also develop report for true re-inspections versus monitoring/research
activity.
This will be built as 3 report.
Code violation not present when inspector appears (by type and area): Track cases where the inspector
reports the violation does not appear when he/she arrives to handle. Report by type of violation, geographical
location and also have the ability to report by inspector, if desired. Also show additional visits dates and times
and final date of closure and final disposition.
This will be built as 3 report.
Case Summary: Create chronological summary of case, be able to view or print by case number. Include
monitoring/research activity.
This will be built as 3 report.
Number of Complaints: By Area and Type, (from initial phone calls).
This will be built as 3 report.
Sweep Management (Results and Compliance): Goal is to provide a report showing the results of the sweep
(list violations by type and address) and also show assigned inspector and also show report of eventual
compliance (or not). Show report by the area swept with the number of cases by type generated, and the
number of investigators participating in sweep.
This will be built as 3 report, tiltered by area.
Thoroughness View: By property id, track the initial request or call and compare that to what the eventual
violations were. Show this by inspector within geographical area. Calculate a percentage of total calls that
became 2, 3, or more in relation to the total number of calls assigned. Do this by inspector, geographical area
and also aggregately. Also show an overall relationship between the number of calls with one violation and the
number of calls resulting in more than one violation.
This will be built as 2 reports: one detail and one aggregale.
Pro-Active Patrols: Report on the proactive patrols done by the inspectors, showing the type of violation,
totals, etc.
This will be built as 3 report.
Investigator Capacity: Overall stats for user defined period of time to include: # of assigned
cases/investigator, also # open/investigator, average number investigated or resolved/day by investigator and
aggregately. Be able to view by type of case and geographical region. Probably time frame tor report is a
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weekly basis. Need the capability to create user detined reports for this purpose -- clarify exact fields of data
needed.
10;
This will be built as 2 reports: one case type and one region.
Special Master/Code Enforcement Board Reporting: Show general statistics to include: # assigned to each
for given period, along with percentage of cases fond to have violations. Show amount of tine and compliance
date and report if not received. Goal is to review whether there is consistency between fine amounts and time to
respond by various types of violations. Also measure overall duration of cases from date sent to each entity
compared with date closed. Also wish to see cases send to the Special Master from other entities such as the
Sheriff or utilities.
This will require 4 reports: one aggregate. one fines. one duration and one referred.
PV AC: General Stats: To include: # of companies with CTO's annually by year - showing X number of years.
How many renew.
This will be built as 3 report.
PV AC: Company Level Reporting: # of vehicles inspected by company, # of drivers !D's we have by company
(also how many got is because of a violation), # of vehicles for hire that became companies and got certificate
to operate. Also id # of denials, voids, suspended and revoked approvals.
This will be built as 3 reports: one vehicle count and became companies. one drivers and violations and one
approvals
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Rental Registrations: General Stats: List all active registrations, including active date; showing by customer
service rep. Also report the number of inspections and how many need a repeat inspection and why. Show
report of # of units/registration, # of registrations cancelled within x period of time, $ for each registration
collected sorting out renewals from initial registrations, status type of registration (renewal, cancel, pending
[show # of days pending], issued), and # of cancelled registrations due to violations [show geographical area so
as to assign to correct investigator. 1 0 '. 1
This will require 3 reports: one showing active registrations. one showing inspections and one reflecting
cancellations due to violation.
Progressive Enforcement: Concept is to be able to track the level of enforcement being applied by various
investigators. For example, perhaps initially give verbal, then written, etc.
This will be built as 3 report.
Zoninl!
Complete Project Chronology: Goal is to be able to track every activity, easily, on any AR number. Starting
with completeness (yes, no), date letter sent, date additional info received, date complete, when routed, to
whom, what comments and when (and did it meet standard), letters with comments, date and what resubmitted,
second comments by whom, when resent out to applicant, etc. Show all of the dates, all of the actions.
This will be built as 3 report (based on view).
Reviewer Comments Information: Monthly report, sorted by reviewer and by application type showing all
comments made. Also need ability to just look at it by comment type within application type for analysis. Also
show by review number 3, 2, 3, 4, etc. Statistics such as percentage of cases with comments at first, second,
third, etc. reviews. Compare number of reviews with overall duration. Report on number or percentage of
NEW comments at reviews later than the first one. Categorize NEW comments after the first review by type.
This will be built as 2 reports: one showing comments and one percentage of comments.
Overall Project Status: By AR number show all active projects, their last activity date and action, and, if
pending for additional intormation, identify requirements. List in date order by oldest submission to most
current. User able to sort by project type or reviewer. Flag those over 270 days old and those "on hold by
petitioner". Also show all departments that have provided approval on project.
This will be built as 3 report.
Aging Report (270 days): Show all active cases, by date of last receipt of information. Show AR #, date
submitted, and flag those that are over 270 days.
This will be built as 3 report.
Performance Measures: Review Time Report. For user defined period, for user defined project type and for
user defined reviewer (could be all), create percentage of cases (by 3st, 2nd, 3rd, etc. review), where the
reviewer completed their review within the required 30 days. For those cases where the 30 days was not met,
report on the number of comments by comment type within application type by reviewer; indicating at what
review they occurred. Also allow for optional printing of all comments fitting in this category (over 30 days).
Also show this aggregately in a graphical representation.
This will be built as 3 reports: one time, one comment detail and one comment aggregate.
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Turnaround Statistics: Calculate average durations of reviews by reviewer and by type and by review cycle
(3, 2, 3, 4, etc.). Allow user defined time period and cumulative averages for the entire group. Show output
graphically.
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This will be built as 3 report which can be exported to MS Excel to create a bar chart.
Workload Assignment: List, by type, details for all active projects for each reviewer. Details include AR #,
date complete, current status/step. Sort by oldest complete date first.
This will be built as 3 report.
Checklist Printing (with status marks and notes): Create the ability to print a checklist at any stage
including some or all of it filled in. Select by AR # and _?
This will be built as 3 report.
Productivity Measures: Show how many new, active and closed cases by reviewer (also sort by type within
reviewer) for the user defined time period. Show total number of cases active and closed/reviewer (by type) for
a user defined time period and the average for all.
This will be built as 3 report.
Pre-App Meeting Follow Up: Track the number of projects that actually materialize after a pre-app meeting is
held, and also identify the average duration between the pre-app meeting and the initial project submission date.
Report on this for a user defined period. Also report those that are still open after 9 months from the pre-app
date. Show AR #, Project name, pre-app meeting date, submission date.
This will be built as 3 report.
Land Use Petition Tracking: Track major dates for these cases to include: date submitted, date sufficient, date
all reviews complete, date to Planning Commission, date to BOCC, final approval date. Allow user to define
period for report and status of case (open or closed). Also allow ability to run report as to when cases went to
the hearing process step.
This will be built as 3 report.
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Appendix I: Land Use and Permitting System Pre-Production Testing Specifications
While not part of the scoring criteria tor vendor selection, any chosen system will need to complete a pre-
production testing regime to include, but not limited to, the following:
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Comprehensive for all Modules
The application must be based on a modular design with user access through a single executable
represented by a single icon residing on the clients' desktop. Collier County requires that the new system
support all of the land development, management, permitting, and codes enforcement operations including,
but not limited to, the following summarized items:
I. Any vendor responding to this RFP should have a broad base of customers in the United States. The
vendor also must have experience in the State of Florida and be able to comply with all Florida laws
pertaining to land development, code entorcement and permitting.
Municipal Software has approximately 340 clients in the United States. Our Florida clients include City
of Miami. City of Marathon, City of St. Augustine, City of Lauderdale Lakes, City of New Smyrna Beach,
Broward County. St Lucie County, Town of Miami Lakes, and Islamorada.
2. The application must be based on a modular design with user access through a single executable
represented by a single icon residing on the clients' desktop. Systems that require end-users to exit one
module to execute and start-up another will be deemed unresponsive to this requirement.
The CityView desktop client application is the entry point for access to the system. Any ofher
applications required will be launched automatically through CityView should the core business process
require another application.
Test: Application will be launched and user will logon. User will attempt to navigate to and
access each module without launching the application a second time.
3. The system design must be categorized by functional work groups, which include Addressing/Property,
Cash Management, Permits, Inspections, Contractor Licensing, Building and Plan Review, Development
Review, Codes Enforcement, Administration. The look and feel must be the same across all modules.
CityView meets these requirements.
4. The application's GUI must be configurable by county staff independent of the vendor to keep up with
changing business requirements.
All core business rules can be configured using mainfenance screens within the user interface.
Additional customization can be added using the CityView scripting language.
Test: The administrator o/the application will attempt to reconfigllre the Admin module intel/ace
hy adding a newfield and relocating an existingfield to change the workflow.
5. The application must also provide open APls so that third parties can add external web applications
and/or transactions.
CityView provides a Web Service API that allows any application to access data and perform business
functions inherent in the CityView system. Please note: user and role security is persistant through this
interface.
Test: An internal programmer will create a web page that accesses the applications database.
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6. The application's human interface must be similar to the staffs daily business routines. (Example;
familiar terminology used for field identifiers, related information groupings, and display of 1<110 I
intormation pertinent to the record-type) . I J.'J
There will be occurrences where CityView will provide a richer experience than the existing application.
All efforts will be taken to replicate an intuitive business flow that minimizes training time and user
learning curves. Comparing a new application to a legacy one will usually yield differences. If selected
for further review, we would welcome the ability to display the similarities but also showcase the
improvements CityView offers.
Test: The application's interface will be compared to the existing application to verify that the
new application follows current CD&ES business rules.
7. All modules must use one centralized database. Modules must be capable of viewing data from other
modules (i.e., the planning or permit module must be capable of displaying data from inspection module
as it relates to individual project/case).
CityView meets these criteria. Please note that user security can be modified to allow users to view or
not view other system data.
Test: A test project, permit and a code case will be created for a single parcel. Users in each
department will then open their re~pective item and check to see if they can view the information
createdfor the other departments.
8. The system shall minimize the amount of keyboard use and enforce data input consistency by providing
lookup tables, drop menus, and pick lists to permit the completion of most activities with a few
keystrokes.
Drop down lists are available and readily added to an application as the system evolves. A spell
check is included for fields that are flagged as having possible misspelled values.
Test: For every field that has standard information and tables there should be a drop down or
pick list for each field. The user should not be able to enter new data into those fields. In fields
where comments are input need error checking for incorrect data entry and spell checking, i.e.
punctuations that negatively impact the data base should not be allowed. We will deliberately
input misspelled words, known punctuation problems in sequel, and abbreviations in those fields
for errors.
9. The system must be designed with sufficient editing, coding, and validation routines to guarantee that
data entry errors are avoided.
CityView meets this requirement. Addifional validation can be added as required by sysfem
administrators using the scripting environments.
Test: In each module in every field that allows user input, users will deliberately enter incorrect
data.
10. The system shall provide a method to ensure that only one user can update a record being accessed by
two or more users. The system must provide the ability to audit and track who made entries in those
records.
CityView uses standard record locking when a user is editing a record. An audit trail of data changes is
also recorded.
Test: Two users in each department will open the same project, permit, action order, etc. and try
to modify them simultaneously.
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II. The system must provide 'unlimited' space for inputting reviews, notes, and comments in a format that
is searchable. 1 0 ~J
CityView allows unlimited records and adequate memo field length. Between these two features.
there is no limit to the data provided. The CityView search criteria is flexible enough to search every
data capturing feature provided.
Test: In each module users will input text (the amount to be determined) into a field in each
module. Users will then attempt to search for key words and phrases.
12. The system shall include a hypertext-based online help capability that automatically displays detailed
help dependent on the location of user's active cursor.
CityView provides a contextual dynamic help system that can be referenced as needed. The dynamic
help system will display the current help text related to the element with focus on the screen. System
administrators can modify this data to customize for users as your staff becomes more familiar with the
system.
Municipal Software also offers a online user collaboration system where users can contribute articles, ask
questions and share ideas with other CityView jurisdictions throughout the world. This is an excellent
resource to help train users and effectively use the CityView tools.
Test: Users in each department will click on the Help button on the application's toolbar, open
the Help topics and search through them to compare the contents of the online help against the
vendor provided user manuals for each module.
13. The project/case presentation shall be designed to allow the multi-directional scrolling through the
screen loads without requiring re-entry of the same project/case.
CityView meets this requirement.
Test: Users will verify that in each module they access that scrollbars are present and
functional.
14. The system must include historical logs, and audit trails for all fee/fines collection and reimbursement,
and project/permit/case activity.
Saving data removes the ability to roll back changes. We recommend backing up the database at
regular intervals and restricting security permissions so only qualified staff have the ability to change
data.
Test: Screen shots of a newly created test permit will be made and saved to a network drive.
Users will then make changes to the permit. They will save the changes and close the permit.
They will reopen the permit and then attempt to view the permit status as it existed prior to them
making changes.
15. Established maintenance routines and procedures must be included with the delivered Land Use and
Permitting Management System.
Maintenance includes Backup procedures. A number of options are possible and can be discussed
with IT staff. Municipal Software will provide all information necessary to meet client requirements
however it is within the client's best interest to implement methods accepted by the IT department.
Test: I. T. personnel will review the submitted documentation. They will then proceed to follow
the documentation to perform all maintenance routine and procedures.
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16. The setup and configuration of the system shall be coordinated with and approved by the County's
Information Technology Director. The County will guarantee that any County supplied equipment (e.g.,
network, computers, printers, tile server) will meet or exceed the requirements as specified by the
Vendor in their response to this RFP.
This is also a requirement from Municipal Software.
Test: All implementation sclledules and related documents will be submitted to the J. T. Director
for their approval. No hardware will be purchased until the vendor, Collier County J. T. staff and
the representatives from Community ,Development agree on the hardware and software tllat will
be purcllased.
17. The proposed version of the software offered shall have been in use in other facilities for not less than
six months. Initial, beta, or pending issue (first generation) software will not be evaluated.
The application will be delivered on the current release version at the time of development. Criteria for
release versions of CityView meet the above stated requirement. The client will be required to sign off
on the complete functionality of the system before it is moved into production capacity.
Municipal Software provides free updates to all users as part of the Annual Software Maintenance
agreement. This allows for continual upgrade of platform technology to enhance the user interface
experience as well as resolve documented problems that surtace trom time to time.
Test: Proof that the vendor is meeting this requirement will be verified by contacting the
references that they are required to furnisll in the "Vendor Question" section of the RFP.
18. The Vendor shall provide current release/version software at the time of system acceptance by the
County. The Vendor shall contact the County whenever new releases become available. All new
releases shall be provided at no additional cost as long as the warranty or the maintenance agreement has
been continuous.
This is provided as part of the Annual Software Maintenance agreement.
Test: Proof that the vendor is meeting this requirement will be verified by contacting the
references tllat they are required to furnish in the "Vendor Question" section of the RFP.
19. The delivered Land Use and Permitting Management System must allow future expansion or
modifications with minimal disruption to the production system.
CityView Application Builder satisfies this requirement.
Test: Proof tllat the vendor is meeting this requirement will be verified by contacting the
references that tlley are required to furnish in tile "Vendor Question" section of the RFP.
20. The system design must include integration between addressing, development review, plan review,
building permitting, building inspection, code entorcement, cash management and payment history;
thereby allowing the ability to research the status of a parcel by owner, address, or section, township,
range across all functional areas.
CityView meets this requirement. Any specific nuances can be captured and addressed as part of the
requirements gathering phase.
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Test: A test project, permit and a code case will be created for a single parcel. Users in each
department will then open their respective item and check to see if they can view the information
,
created for the other departments ., 0 '- i
21. The system must promote the ability to review and communicate the current s'ktus of
project/permits/cases across the divisions from the individual desktops.
CityView meets this requirement. Any specific nuances can be captured and addressed as part of the
requirements gathering phase.
Test: Test projects/permits/code cases will be created on the same parcel. Users will open their
respective modules to see if they can view the current status of each of the other items created.
22. The system must have the ability to associate the geographical location (section, township, and range)
with each land development project, building permit, and Code Enforcement case. The overall design
must be seated as a land-base system.
CityView meets this requirement. Any specific nuances can be captured and addressed as part of the
requirements gathering phase.
Test: Users of each module will enter township, section, and range information into each of the
test projects/permitslcode cases they create. Users will then attempt to find the geographic
locations of the test items they created through a GIS interface using township, section, and
range as their search criteria.
23. The system design must enforce the County's regulatory procedures for both non-residential and
residential structures. Regulatory rules must be enforced from land project development through final
inspection and the life cycle of code enforcement cases.
CityView meets this requirement. Any specific nuances can be captured and addressed as part of the
requirements gathering phase.
Test: Users will verify the capability to simultaneously review infrastructures and building
permits to completion by creating and running both simultaneously in the system.
24. The system generated unique numbering scheme must consist of a method to readily identify whether
the record is a land development project, building permit, inspection, or code compliance case. For each
unique number that the system generates, the user must be able to generate a transaction receipt.
CityView meets this requirement. Any specific nuances can be captured and addressed as part of the
requirements gathering phase.
Test: Multiple test projects/permits/code cases will be created to verify that each one receives a
unique number for each group generated by the system.
25. The system must include the ability to associate all monies collected with the County's general ledger
accounting codes. An automated FTP and transactional Interface with Clerk of Courts finance system,
SAP, daily for three cash locations is required. The system must be able to add additional cash locations.
CityView meets this requirement. Any specific nuances can be captured and addressed as part of the
requirements gathering phase.
Test: Using the test database, a payment slip will be generated on permit that was created
previously for testing. The system administrator will create a new cashiering station and the
Cash Management department will complete the transaction. Reports will be run to verify that
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the monies collected where credited to the proper accounts. This process will be repeated several
times. Transactions on that cashiering station will be balanced and reconciled by the supervisor
of the department. The file transfer for Finance will be compiled and sent.
10
1
26. The application should be able to confirm that the daily interface with the SAP FTP site was successful.
CityView meets this requirement. Any specific nuances can be captured and addressed as part of the
requirements gathering phase.
Test: See testfor 25.
Addressing
The system will integrate with Collier County's ESRI-based GIS. At a minimum the system will need to
support ESRI relates and joins to associate system attributes to corresponding spatial records. The system
must support not only ESRI-centric applications based on system data, but the ability to integrate ESRI
maps into the system interface.
CityView meets this requirement as described.
Code Enforcement
This feature should be separate and distinct, as it relates to statistical reports, from the Code Case tracking
system. An initial complaint must be assigned a unique system generated number. Information should
include:
1. Initial Complaint:
.
Who reported: statI patrol or citizen?
How reported: written, phone, or in person.
Street address (this includes the function of automatically populating additional fields to
include subdivision name and number, Section, Township and Range.
Complainant contact number.
Complaint type designation, incorporating a due date based on predetermined priorities.
System generated Investigator assignments according to predetermined zones.
Ability to close the initial complaint, with comments and photographs. Also allow for
data tracking of same, to include, property owner, type of complaint, who reported, area
reported, disposition and assigned investigator.
Each violation case must be automatically associated with previous and current cases for
the same address number.
.
.
.
.
.
.
.
CityView meets these requirements with minor customization.
2. The Initial Complaint can be converted to an actual Code Case and in doing so the following would be
req uired:
.
Initial Complaint number converts to a unique system generated number tor tracking.
Data collected in the Initial phase populates the Code Case.
.
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.
A "letter module", with templates of regularly used letters, notices etc. is required. When
these are accessed and associated with a code case then they should populate w~
required intormation. ,
A drop down table that lists sections of the LDC as well as standard language fort d'
alone Ordinances.
.
CityView meets these requirements with minor customization.
Test: A test complaint will be created. The user who creates the compliant will verify that they
can input the following information into the system and that any information that the system
automatically populates is correct for the address of the complaint:
3. Code Case:
.
Who reported the complaint, staff patrol or citizen
How the complaint was reported: written, phone, or in person
Street address (this includes verifying that the system automatically populates the
subdivision name and number, Section, Township and Range tields.
Complainant contact number.
Complaint type designation, incorporating a duc datc bascd on predetermined prioritics.
The system gencrated Investigator assigmnents according to predetermined zones.
Verify the violation case is automatically associatcd with previous and current cases for
the same address number.
Close thc initial complaint aftcr inputting comments and loading digital photographs
.
.
.
.
.
.
.
A Code Case must track all actions performed by allowing for entry of field notes including date and time of
action. This area should have unlimited capacity for the user to input comments.
.
With each action (site visit, phone conversation, research) the ability to schedule the next
site visit, by date, is required.
A "flagging" system, tied into the otTIcial address number, is required to call attention to
other users of the system that a Code Case is in progress.
Digital photographs are to be downloaded and attached to the case allowing for written
descriptions. Must also be printable. Provide a method tor inputting, storing, and
retrieving digital images Gpg files) taken at the code violation site. The system must
associate the image file(s) with the specific case.
The ability to assign "levels" to a Code Case i.e.: warning, NOV, citation (field for
citation #) and disposition tracking i.e.; invoice, paid, civil judgment, fine, CEB, lien or
satisfaction of lien etc.
Ability to create and print letters, requests tor Bid from approved contractors, Notice Of
Violation and invoices. This feature should populate required information from the data
system.
Track registered mail receipts and date sealed bids were received, as well as their bid
amount.
Ability to scan documents into respective Code Case and allow for searches of
documents.
Ability to incorporate GIS technology into Code Case.
Ability to generate a payment slips for cashiering.
.
.
.
.
.
.
.
.
CityView meets requirements. Bid Requests requires customization however it can be
implemented as per customer requirements.
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Test: The previously created complaint will be upgraded to a Code Case and the user will
attempt to:
.
Schedule site visits.
Escalate the level of the case.
Download digital photographs for that case
Create letters (the uscr will attempt to email and print the letters) create notices of
violations.
Create requests filr bids.
Scan documents from the case and attach them to the case.
Gcncrate a payment slip
Verify that the system is tracking registered mail receipts; the date sealed bids were
received, as well as their bid amount.
10,J
.
.
.
.
.
.
.
4. Abatement:
When a Case requires that abatement action be taken by the County then the following would be required:
. A field for contractor assignment, date when job is to be completed, and the date job was
actually completed is required.
. Printable invoice to owner.
. Predetermined tee schedule.
. Automatic tickler on invoices based on due date (this should be a modifiable field to
allow for payment schedules). This "due date" would trigger the next phase of the case
(Executive Summary, Notice of Legal Assessment and Lien) requires a field for
recording Official 3.5 Book and Page ofrecorded documents.
. Upon compliance the system should generate and Affidavit to be executed by the
Investigator witnessing the abatement.
. Ability to generate a payment slips for cashiering.
CityView can satisfy this requirement with minor customization.
Test: After tile bids are created in the test for #3, Code Case, the inspector will sign the case off
as complete, and an invoice for the owner will be prillted using the predetermined fee schedule.
Due dates will be checked to make sure they are created and automatically escalated the case to
the next phase. An entry into the Official 3.5 Book and Page of recorded documents will be
input, and the inspector will verify that an Affidavit and a payment slip were created.
5. Code Enforcement Board:
In the event a Code Case progresses to the CEB level the following would be required:
. A unique system generated number should be assigned.
. Board Action should be recorded in the same manner as a site visit.
. There should be a tield to differentiate between "Fines Assessed" and "Operational
Costs", also a field to notate a reduction or waiver of fines.
. Reporting capabilities of each field are required.
. Several fields are required to document Official Book and Page of recorded document
and their types.
This functionality is possible with minor changes to the existing Code Enforcement PreBuilt
Application.
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Test: The test case will be escalated to the CEB level and the following will be verified:
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. A unique number for the case was generated and assigned automatically.
. Separate fields tor 'Fines Assessed', 'Operational Costs', and 'Waiver of Fines' exist.
. 'Fields for Official Book and Page' exist.
. A payment slip for cashiering can be generated.
6. PV AC and Rental Registration Programs
. The ability to support existing web based applications
. Ability to generate payment slips for cashiering.
. The system needs to interface with Cold Fusion web-based and intranet applications
currently in use for the Rental Registration Program and Vehicle For Hire (VFH)
program.
Since Cold Fusion can use SOL Server as the backend. PCAC and Rental Registration program
systems can be directly imported or linked to and accessed through CityView. CityView data
entry forms and ad-hoc reporting can be used to access and report on the data in real time.
Please note: CityView otfers a number of flexible approaches to accessing this information. The
client will have the option of developing the Cold Fusion systems in CityView and deploying for
web access to avoid multiple platforms in order to promote consistent data management.
7. Wireless Laptop
Support for code enforcement field investigators is required. This includes issuing a Notice of Violation,
reviewing existing case information, and updating existing case information.
. The system must provide the ability tor the tield inspectors to synchronize their daily
remote activity with the master database.
. Procedures must be in place to transfer the code tield investigator's transaction files from
the laptop to the master database on a real time basis. Likewise, a transfer of the open
cases transaction set trom the master database to the laptop is needed.
CityView can accomplish this using a number of approaches.
. CityView disconnected mode. The CityView desktop client is able to save a subset of data
and allow the inspector to work throughout the day and reconnect to the network at
his/her convenience. This is the preferred method.
. SOL Server replication. Should a wireless network or low bandwidth cellular connection not
be possible. CityView can run with a replicated MSDE back end database. This will allow
full access to the data for any inspector at any time. Data is synchronized the next time
the inspector connects to the network.
. CityView Web Deployment. For instances where there is a consistent. city wide wireless
network, a number of CityView Web Pages will allow data entry right into the production
database from anywhere in the world via the internet.
The appropriate approach will be discussed with the client before implementation.
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Test: A Code Enforcement inspector will take a laptop out into the field to perform their daily
tasks. I 0 .J t
Permitting
"..
1. An easy method to allow users to change fees in tables must be provided.
CityView meets this requirement.
Test: We will go in and cllange a fee amount and/or the fee code, save changes tllen re-open to
make sure changes went into effect.
2. Provide analysis and reports needed to manage the land management and compliance related
operations in order to satisfy regulatory requirements and the public requests.
CityView meets this requirement with customization for report formatting and purpose.
Test: Run reports that tile vendor supplies and create custom reports. We will have key
persollnel make up requests for reports and submit them to departments to create and run
reports and return the data to tllemfor accuracy and quality control check.
3. The system must contain embedded mechanism for automatic case review assignment to the appropriate
reviewing divisions and the establishment of the review due date(s).
City View meets fhis requirement with configuration.
Test: We will load standard reviews into the permit record when created, user will check to make
sure the right reviews are loaded.
4. When creating multiple records, the ability to use existing data as a template for a new record must be
available allowing the system to populate the fields that contain the same data across the records rather
than manual entry of redundant data. For example, creating 20 address screens for a subdivision.
CityView meets this requirement with minor customization.
Test: Go ill and create multiple records based on 3 existing permit, the data will be saved, user
will log off go back in and make sure tile data is correct.
5. Provide mechanism for administrating all inspections related activIties (e.g., non- compliant, re-
inspection, conditional approval) for non-residential and residential land use.
CityView meets this requirement with minor customization.
Test: Permits already created will have the inspection types loaded; someone will set-up an
inspection through tile /VR (integrated voice response system), and each item will show failed.
Re-call in the inspection and show it passed. Need to make sure the system shows the correct
data when entered. Items that are non-compliant not a physical inspection but paperwork
lIeeded to be brougllt into the office (i.e. spot survey's, finish floor elevation's, tllreshold letters),
we will test to make sure these types of inspection codes cannot be done tllrough tile IVR.
6. Provide a method for inputting, storing, and retrieving digital images Gpg files) taken at the building
code violation site. The system must associate the image file(s) with the specific case.
CityView meets this requirement.
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Test: User will attempt to download a set of digital images into tile system, save tile images to the
correct permit file. The user will save close and reopen to retrieve the images, need to make
sure the images are sllowing correctly.
7. Capture all land development project/cases activity from application until certificate of occupancy. This
includes the addition of fees for utilities and solid waste pickup service. A CO cannot be issued until
those fees are calculated and added to the permit.
CityView meets this requirement.
Test: Create permit, follow through CO., the permit history will be checked to make sure all
data is correctly saved with all activity entered.
8. The system must include the ability to tie specialty permits to a parent permit.
CityView meets this requirement with minor cusfomization.
Test: Create specialty permit and Ilave a field in the data to show tile parent permit or master
permit. User will enter specialty permit and make sure tile main permit is tied to the specialty
permit. Need to verify tllat the workflow is correct, cannot issue CO. on master permit until all
related permits to that address are complete. Need capability to override with user security in
special circumstances.
9. The system must prevent the creation of more than one (duplicate) data record for the same
project/permit with the same address.
Customization required.
Test: System should not issue 2 Ilouse permits unless 3 has been canceled. User will enter
permit record in as single-family, then go back in and enter another permit for same use, system
sllould flag warning that a permit lias already been applied for alld sllow what tile status of the
permit currently is. If canceled tllen the system should allow re-entering in another one. Need
capability to override for special circumstances with user logon security.
10. The system must provide a means to create a "Master Permit" record to be used in the creation of
"Cookie Cutter" permits (multiple records of the same basic intormation). Creation of master permits
must be tied to logon authorization.
Customization required.
Test: Create master permit, use it to create individual cookie cutter permits. Enter data, save
and re-opell to make sure all data is correct.
II. The system must provide a means to inquire into the database against these "Cookie Cutter" permits
created from the "Master Permit".
CityView meets this requirement.
Test: Request report on all cookie cutter permits based on the activity on the master permit to see
how many sub-permits were created from the master permit.
12. Support the logical progression of non-residential and residential building permit and their associated
activities throughout the permitting cycle.
200
CityView meets this requirement with minor customization.
10 J .'.~~ ,^'1
Test: Create permit andfollow through completion to certificate of occupancy.
13. The system must automatically expire permits after 6 months of inactivity on permit. (Inactivity =, no
inspections within 6 months, not issued within 6 months of approval date, no response to reviewers
comments within 6 months, incl. Environmental Health). When a permit expires the system must
automatically generate a message to be sent to the permit holder through the IVR and lor email.
CityView meets this requirement with customization.
Test: Create permit, give expiration date, and log off. User will change system date to show
expiration date. Then log on, test system to make sure system gives correct message that permit
has expired.
14. Provide fully functional wireless remote access for the Building Inspectors while in the field or be able
to interface with an existing third party wireless application written in Visual Basic. The ability to print
a paper inspection ticket based on selecting inspection code (i.e. structural, plumbing, and electrical),
inspection date and inspection number as a back up incase of wireless failure.
CityView meets this requirement but will require customization:
a. Web Interface Functionality Required.
b. Portable Printer Specification Required
c. Inspection Ticket Format Required.
Test: Inspectors will go in the field with their wireless laptops; they will download all inspections
assigned for that day. They will input all necessary information pertaining to that permit. Their
supervisors will check the permits to make sure the data is correct for that inspection. User will
test the paper report by selecting one or more of the three outlined criteria.
15, Laptop support tor building permit inspectors is required, This includes down loading inspections,
accessing historical data pertaining to the permit, real time inspection result updates, and reassignments
of inspections.
Inspection reassignments must occur when the laptops are still attached to the network through wire,
wireless or cellular connections. When the workloads have been assigned. inspectors can disconnect
and work with their assigned data sets for the day. Their data will be reintegrated upon their return and
reconnection to the network.
Test: Inspectors will go in the field with their wireless laptops; they will download all inspections
assigned for that day. They will input all necessary information pertaining to that permit. Their
supervisors will check the permits to make sure the data is correctfor that inspection.
16. The system must provide the ability for the field inspectors to synchronize their daily remote activity
with the master database.
CityView disconnected mode provides this functionality.
Test: Inspectors will go in the field with their wireless laptops; they will download all inspections
assigned for that day. They will input all necessary informatioll pertaining to that permit. The
inspectors will check to make sure all data is correct.
201
17. The system must provide the ability to issue "Convenience Permits", consisting of a group of ten (3011 0
permits issued to one contractor for one (3) permit type, i.e. Shingle Roof Replacement, AI~
replacement, Siding replacement, Garage Door Installation. Each permit issued will have an "Inspection
Hold" status, until such time as the contractor returns the ticket to the Building Dept. with an address
and owner name, when the status will be manually changed.
Customization Required.
Test: User will create a group of 30 permits with one contractor and one permit type; verify that
all 30 permits have been issued with an inspection hold. User will enter an address record on 3 or
2 permits to make sure the inspection hold comes off for those 2 permits only the remaining 8
permits should still be on hold.
202
Development Review
10 ~J '"
I. The system must provide a means for managing and tracking sureties or bonds and warranties up to
three years from acceptance of a residential or non-residential development project.
CityView meets this requirement.
2. Applications are reviewed for land-use regulations compliance and the impact the development will
have on the County provided services. The concurrency determination focuses on the process required to
determine the provisions of adequate public facilities (water, sewer, solid waste, drainage, parks and
recreation, and transportation). Staff is dependent on County's geographic information and the
Concurrency Ordinance's methodology for deriving service levels consumption.
CityView meets this requirement.
3. The roadway impact of the application development is analyzed using traffic counts and capacity levels
tor the transportation links/sections levels surrounding development project. Modeling the increased
traffic usage (trips), using a predetermined formula, may be used by the staff to analyze the impact.
Customization Required. Traffic count import or remote data entry and report required.
4. The staff studies potable water, wastewater, solid waste, and parks service availability for the
application area. The maximum capacity, current demands, reserved units, and vested demands for
County facility providing the service are used to analyze the impact of adding projected demands the
applicant's development would impose.
Customization Required. Data collection required to design system
5. The analysis results are retained until all reviews are final and the application is approved or denied.
Approved applications require the shifting of reserved units of service to vested units and the release of
a certificate of concurrency. Applications that are being withdrawn require the release of the reserved
units of services.
Customization Required. Data collection required to design system
6. Cross-referencing is critical to finding all submittals for a site. A method to establish a link between a
Master Project and its subsequent related subprojects, any and all aliases, or f.k.a.'s, a.k.a.. or other
name changes or reincarnations of that project and its subprojects must be part of any system.
Customization Required. Data collection required to design system
Test: User will create master project, multiple sub-projects with aliases, save, reopen and attempt
to locate project by sub-project #, name, alias, address, or property ID #.
7. Capability to input and retain planning analysis, engineering, transportation, landscaping, architectural,
historical, tire prevention, utility, addressing, stormwater and other necessary project reviews and the results of
those reviews throughout all phases of the land-use development process from rezone of the original parcel to
partitioning of the rezoned parcel for development to final development plans and building permits.
CityView meets requirements. Some minor customization may be required.
Test: User will create project, enter in review comments of various department, save, reopen and
make sure data is correct.
203
8. A means for inputting and maintaining County provided services associated with land development.
These services include transportation, parks and recreation, solid waste, water, fire, EMS, and jails. Th1 0 J
system shall provide functionality such as: !
. Input of available units of service at a segment level for each service.
. Embedded algorithms for maintaining available, allocated, reserved, and expended
service unit levels.
Customization Required. Data collection required to design system
9. The system shall have the ability to associate the specific park, fire, EMS, jails, water, solid waste,
sewage collection, treatment and disposal providing facility and roadway links given the project/case
geographical location.
Customization Required. Data collection required to design system
10. A mechanism for maintaining mining operations applications, reviews, and annual progress reports is
needed.
. The system must provide templates of standard letters and forms. When accessed,
information will populate into required tields. Also, must have ability to work with GIS
to create mailing list for property owner notification letters within a specified amount, i.e.
500 feet of designated property.
Customization Required. Data collection required to design system
Test: User will open up project, pull up letters and forms and verify that information populated
illto document and is accurate.
. The system must have the ability to retain an historical record of all review comments
from all previous and current reviews. Ability to retain every re-submittal review.
Customization Required. Data collection required to design system
Test: User will create a project, complete several reviews with comments, go back in for a re-
submittal review, complete reviews, close, open record and verify that review comments from first
review have been retained.
. The system must automatically schedule required hearing dates, however must allow staff
the ability to change the dates when necessary.
Minor Customization Required. Data collection required to design system
Test: User will create a project that requires multiple public hearings; complete reviews, close
record, reopen, and verify that hearing dates were scheduled accurately.
.
The system must have ability to incorporate existing fee schedule into maintenance tables
to assign appropriate fees.
CityView meets these requirements.
Test: User will create fee and test in creating a petition request to make sure it calculates
correctly.
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When applied for all permits must have CO holds for Utility Conveyance automatically ~
placed on the permits if applicable. 10 J
Customization Required.
.
. CO holds should be able to be released one at a time or all at one time without having to
individually access each permits number.
Customization Required.
Cash Management
1. Capture payment and billing information and display escrow account balances in real-time. Allow the
various forms of payment methods, including cash, escrow deduction, check, waivers/deferrals, IGC
transfers, and credit cards (for express permits only).
. Users must be able to calculate impact and permit fees in different areas of the review
process, and create payment slips to present to the cashiering staff. Payment methods
include checks, cash, and transfers for IGCs, DCAs, and COAs.
CityView meets requirement with minor configuration.
. Credit cards will be accepted for a select group of express permits only and all Rental
Registrations. Cashiers must be able to generate a receipt, the permit and an inspection
card.
CityView meets requirement with customization.
. Payment slips: All fee entries that generate a payment slip are required to provide user's
name per line item. Changes to payment slip are required to give last user's name on
payment slip.
CityView meets requirement with minor customization.
. Official Receipts: Official Receipt will have TWO names: the users that entered fees to
create payment slips or invoices, and the cashier that processed receipt. This requirement
is necessary to record and track all users that enter, change, delete or modify payment
slips. Usernames and password security will be required to allow only authorized staff to
perform these functions.
CityView meets requirement with minor customization.
2. The system must include the ability to associate all monies collected with the County's general ledger
accounting codes. Cashiers must be able to create a transaction report to balance their cash drawer. Next
the supervisor must be able to complete the daily closing reports, create the GL Extract file, balance the
days work and send the GL Extract file through an automated FTP and transactional Interface with Clerk
of Courts finance system, SAP. This process is required daily for three cash locations. The system must
be able to add additional cash locations.
CityView meets requirement with minor customization.
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3. The application should be able to confirm that the daily interface with the SAP FTP site was -
successful. ' 1 0 ~
CityView meets requirement with customization. System interface will need to be reviewed for most
reliable method of checking process status.
4. Ability to monitor refunds and partial refunds, utilizing status of receipts. Comment area tor description
and detail.
CityView meets requirement with minor customization.
5. Ability to run reports for status of receipts (transactions) for refunds.
CityView meets requirement with minor customization.
6. Reporting capabilities to include:
. Daily Transaction Report, for each cashier, totals for cash, checks, grand transactions
totals and Number of transactions per cashier per day report. (see example report
CDPR3303)
. Payment Summary by Fee Codes. (See example report CDPR3304)
. General Ledger Account Report (AKA) General Ledger Fee Summary Report (see
example report CDPR3306)
. Maintenance tables must be access restricted by password. The system must provide the
ability for users to add, edit, activate, deactivate, and delete (to achieve) all fee codes,
access details such as associated dollar amounts for fee codes, GL accounts, fee types,
and status in the system. Provide the following information: last update date, last user
name, previous update, and previous user update. Provide reporting capability similar to
the current system reports that sort by fee code G L Account.
. Reports from maintenance tables for Cash Management.
. Fee Code Reports (Ability to sort by fee code or General Ledger Accounts).
. Fee calculation capabilities must be provided by the system tor assessing and collecting
the County's non-residential and residential land development. A sample ofthe fee types
include; development request, impact, permit, certiticates, licensing, report generation,
surcharges, utilities related charges, late fees and fines.
. Integration with many peripherals including credit card processing, cash drawers, check
verification using system generated unique numbers for control purposes, and others.
CityView meets requirement with minor customization.
Test: Using a payment slip gellerated in Permitting, capture payment and billing information and
display escrow account balances in real-time. Show tile various forms of paymellt methods,
including cash, escrow deduction, check, waivers/deferrals, IGC transfers, and credit cards (for
express permits only). Associate all monies collected witll the County's general ledger accounting
codes. Sllow that refunds and partial refunds can be done and monitored, utilizing status of
receipts. Run a status reportfor receipts (transactions)for refllnds. Complete a Daily Transaction
Report,for two cashiers, sllow individual totals by cashier (using names or numbers), grand totals
by casll locations, for all totals for cash, checks, grand transactions totals and number of
transactions per cashier per day report. Demonstrate the ability to integrate with many
peripherals including credit card processing, cash drawers, check verification using system
generated unique numbers for control purposes, and others.
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Contractor Licensing
I. System supplied support for contractor and sub-contractor licensing information and monitoring.
Provide capability to scan paper documents into the Contractor's record.
User will be required to link the scanned document to the contractor licensing record. This is all done
using the CityView interface.
Test: User will input all data pertaining to the contractor's personal record and busilless record,
including comments and authorized people. User will scan document and check to see documents
scanned correctly. User will log off and log back on to make sure all data is correct.
2. System provided tracking of licensed and unlicensed contractor citations.
Contractor records will have a Status field to distinguish between Valid and Invalid license issuances. A
report can summarize these as needed. Citations for invalid issuances will require system customization
but is possible as per customer specification.
Test: User will need capability to keep track of unlicensed contractors without license #'s issued
and licensed contractors. Need to show citation #, Ilame of person who citation was issued to,
address where activity was performed, issued date of citation, $ amoullt due, then date and dollar
amount paid or if licensed, license # of contractor. If citation issued to a licensed contractor then
note citation information on license record. User should be able to accept partial payments
showing a balance due. Need to be able to print a report montllly with all criteria.
3. Provide links to any documented unlicensed activity by property or permit.
Since all activities on a parcel have a list of associated contacts, the system will be able to display all
activities a licensed or unlicensed contractor has been or is involved with where that contractor has
been identified as being related to that activity.
Test: User will enter data in the address record of any unlicensed activity, which sllould link to
any citations issued to a particular person's name or address of violation in tile Contractor
licensing system if found.
4. The ability to capture and maintain contractor complaints.
Customization required however this can be added as per client requirement.
Test: User will input comments for any complaints pertaining to licensed contractors. System
should show indication that there are comments on the record.
5. When a contractor's license is put on hold or inactive the system should automatically generate a
message to be sent to the contractor through the IVR and lor email.
Customization required however this can be added as per client requirement.
Test: User will put tile contractor status on hold or inactive, test the IVR to make sure the
message is correct. User will also test the e-mail to make sure the message is generated.
207
10
6. The system must be able to create annual contractor license renewal forms by class code, status,
expiration date and alpha by last name for mailing. The system should be able to calculate the number of
renewals for all contractor class codes and verify that all have been printed. System should be able to
print an individual renewal without having to run the entire job. Reminder notices should be able to
print those that did not renew by using date criteria and class code. Renewal forms should be accessible
to change by user. The renewal process should be able to be run by the users without the help of LT.
personnel.
Current renewal process requires a month and year combination. Durations, Penalties. Fees and other
notification information is configured using a data entry table. Customization required for single print
renewal however this can be added as per client requirement.
Test: User will enter in by status, class code, expiration date, system should automatically print
alpha by last name. User will make changes to forms to reflect current dates and wording if
necessary. User will need the ability to print by class codes, status, and expiration date. User will
print an individual renewal license wit/tout running the entire batch. User will test reminder
notices by selecting date criteria (which should print alpha by last name).
Administration
The system shall include multi-leveled security that can be maintained by the County's system
administrator. The technical training provided by the Vendor is to address the security schemes and their
continued maintenance by the system administrator. System security shall encompass the following
expectations:
2. The application must allow the system administrator to create user names, passwords, groups, and rights.
The administrator must be able to edit a users access rights by reassigning users to groups or adding or
deleting additional rights to users based business requirements.
City View security provides the following
a. User specific restrictions to data elements. interface functionality and data entry / reporting
screens.
b. Role based restrictions to data elements, interface functionality and data entry / reporting
screens.
c. Integration with LDAP and Active Directory for auto login and user access.
Test: The application administrator will create multiple accounts with read only rights to full
admin rights in the Admin module. The corresponding groups, rights and passwords for each will
also be created. Each account will be tested to make sure that it has access to the files permitted
and only can perform the functions permitted by the administrator.
3. Access privileges to the system functions and data manipulation must be based on user logon
authorization.
See Above
Test: see previous test criteria ahove.
4. The system must contine access based on user privileges, promote unlimited group user rights
classitications detinitions, and enforce server to field level security.
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CityView allows unlimited Users and Roles. Every user must have some kind of security defined.
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Test: see previous test criteria above.
5. Enable authorized staff to modify various tables and fields to adapt quickly to changes in business
rules/operations across all functional areas (e.g., fees, penalty assessment, committees, reviews, due
dates). Allow the Administrator to reconfigure the application GUI either through the modules or the
database and configure tables, screens, reports, and data exports without Vendor involvement.
A number of intuitive maintenance screens will be provided. These will affect configurable
functionality throughout the system. For more complex modification requirements, a secure scripting
interface is available as part of the CityView core functionality. Only permitted users will have access
to the scripting language as defined by the Client.
Users not authorized to change any of the functional areas can have restricted database access for
mOdifying that data. The user interface for moditying these areas can be removed from the users
accessibility. In short, users who are not able to edit the data will be prevented from modifying at the
table and field level and will not be presented with a user interface to make the changes.
Test: For each module a person will be assigned and trained to be able to make modifications to
the module. In a test database they will change the workflow, fields and modify tables to verify the
application has the ability to be modified. Next a user will log in to the application and test each
module by inputting data and saving it to verify that the module stillfuflctiofls.
6. Provide a method to regulate logon/work group authorization to add or modify the physical address
fields of all project/permit records. Other system users will have display only capabilities.
Configured through security interface.
Test: See item # 5.
7. User logon must grant authorization tor maintenance of master tables containing County specific codes,
street names, subdivision name, and so forth.
User login is constrained by configured user security. Individual user security and role definition are
persistant in every aspect of the system.
Test: Refer to item 2 and 5.
GIS System Interface
I. The system will integrate with the Collier County's GIS software application to provide maps from a
central database. The system must give staff direct access to view geographic representations of all land
use, zoning, and infrastructure information associated with a parcel, permit, inspection, or plan reviews.
CityView currently uses MapObjects to display mapping details and perform spatial queries on mapping
data. This data is accessed through SDE or shapefiles and loaded into the CityView mapping intertace.
Staff members can use the mapping tools provided in CityView to access tabular data through the
mapping interface.
2. Provide the capability of relating to the geographic elements of the database(s) maintained by a GIS
system. This system will provide users with the capability of seeing either tabular or graphic data
information utilizing the most recent version of Arc Map by ESRI.
Any GIS feature can be associated to a series of records in CityView by defining map relationships.
When a relationship is created between a map layer and a tabular City View form these objects
209
become linked in data only. Selecting a new GIS object will update the data on the data entry ifrn I
to display that object just as changing the data on a data entry form using a search will displayJ,1W V
corresponding polygon in the map window.
3. The system shall have the ability to do all functions of Geocoding as outlined by Collier County as it
relates to GIS and this new system. It shall also have the capability to do address matching and editing.
Further information on Geocoding required. CityView will not replace current GIS administration
applications. CityView will offer a convenient intertace for leveraging mapping interface throughout
the CityView business process.
4. The system will integrate with Collier County's ESRI-based GIS. At a minimum the system will need
to support ESRI relates and joins to associate system attributes to corresponding spatial records. The
system must support not only ESRI-centric applications based on system data, but the ability to integrate
ESRI maps into the system interface.
CityView meets these criteria.
Test: The ability of the system to interface with GIS will be tested by accessing GIS maps and data
in each core module.
Electronic Document Imaging
I. The users should be able to scan, import, export and view standard image formats that relate to a project,
permit or code case application from inside the module's GUI and transparent to the user.
Any file accessible by UNC or mapped drives through the operating system can be associated to any
database activity. These files can be created using the file type's native technology.
2. Provide interoperability with the following standard image formats: BMP, GIF, JPG/JPEG, PDF, PNG
and TIF/TIFF.
For BMP. GIF, JPG files, a preview can be displayed directly on the CityView form. Any other file formats
will be accessed through the operating system's default viewing application for that file type.
3. Provide access to data from any TWAIN compliant image peripheral using the high-level TWAIN API.
TWAIN image peripherals include desktop & workgroup scanners, hand scanners, digital cameras,
image databases, frame grabbers or any other raster image source that complies to the TWAIN protocol
and API.
CityView will open any document associated with a database record using the default application
associated to that file type in the operating system. For BMP, GIF, JPG files, a preview can be displayed
directly on the CityView form.
Test: In each module purchased users who are working with the test permits, projects and code
cases, the users will attempt to opell scanned documents attached to those test accounts and view
the documents
Internet Application Interface
I. The system shall have the ability to provide blank Permit Applications and Inspection Request forms for
completion via the Internet.
Functionality provided as part of a web interface. This functionality is also provided using a smart clienf
via the internet. The smart client Is a much more concise user experience. This is the preferred method.
210
2. Pr~v~~e real-time, direct access via the Internet to Collier County's permit and land managem1",
actIvItIes \ '
CityView can be accessed through a web interface or a downloadable smart client application from
any IP based network (internet included).
3. Citizens and businesses must be able to apply and pay for permits or app requests, schedule inspections,
check the status of an app request, permit, inspection, or print an approved permit directly from the
Internet, 24 X 7.
A customized business process can be deployed to the web or accessed via the smart client
interface.
Test: A user will log onto the counties Internet site and query the site to retrieve data on the test
permits, projects and code cases. The returned data will be checked against the same query run
against the client/server application
Interactive Voice Response
I. Proposed system must support a minimum of 8 analog phone lines.
Partnership with IVR Vendor required. CityView can intertace with a variety of IVR systems. However.
Selectron is our preferred vendor for ease of integration.
2. Changes requested through the Integrated Voice Response (IVR) system must be immediately reflected
when a permit, case or project is accessed.
IVR vendor's system will have a direct link into the CityView data and business rules. Any changes
made are on the production data.
3. The voice-activated system must notify the requestor if a contractor is not valid and notify a caller if
there is a Certificate of Occupancy' hold' on a permit.
IVR System will be customized to recognize business rules & constraints configured in CifyView.
4. The proposer's database must include tie Ids to store addresses, phone numbers, email addresses and fax
numbers.
Database tables and fields can be customized to facilitate any data requirements.
5. System must generate and send canned fax and email messages with permit inspection results as soon as
the permit record is updated
CityView automation can send an email based on an event and send a printed page to a local fax
printer. Another option for this is the faxback capabilities of the partnered IVR vendor.
6. Speech Recognition that allows the IVR system to recognize human speech in addition to telephone
touch tones.
IVR vendor functionality to be confirmed when vendor chosen.
7. Allow contractors who hold licenses in Collier County to check the status of information such as:
. License expiration date
. Renewal amount
. Payment information
211
. Any penalty fees that are owed
. Check to see when renewal mailings will occur
10,1
Custom interface to contractor licensing can be configured by Proposer.
8. Provide a menu option for the IVR system to:
. Direct callers to the staff voice mailboxes by the voice mail box number if known, or
spell out a portion of the desired statr s name.
. Prompt the caller to enter a call-back number and the IVR system will page the staff
member and display the call back number.
IVR vendor functionality to be confirmed when vendor chosen.
9. IVR system must:
. Generate an audio file for system prompts and responses, so the jurisdiction does not
have to record voice segments.
. Dynamically generate responses for street names as they are read directly from the host
database, while menu prompts are defined and stored during the call flow design.
IVR vendor functionality to be confirmed when vendor chosen.
Test: Using one of the test permit numbers, a user will check the status of a permit and attempt to
schedule an inspection.
Financial Management System
I. Collier County employs SAP as their financial management system (FMS).
A direct link into the SAP system is possible, however a specification ot the data elements fo be added
will be required from the client based on their SAP implementation.
2. All monetary transactions generated with in the Land Use and Permitting application must interface with
SAP.
The preferred method of integrating with any financial GL system is via a flat file. CityView would
export the data in a required format and the file would be reviewed by the necessary individuals and
imported into the financial system. A direct link into the SAP system is possible, however a specification
of the data elements to be added will be required from the client based on their SAP implementation.
3. Every Monday through Friday the system must produce an electronic transaction text files from three
separate cashiering locations.
Scheduled export tasks are standard functionality using CityView or SQL Server SSIS systems.
4. The existing system sends the file to SAP via an FTP connection through a secure tirewall that requires
a user name and password to the SAP system.
CityView can replicate this functionality.
5. Collier County preters that the interface process with SAP be as automated as possible with limited or
no user intervention.
Municipal Software agrees however it is always a good idea for a subject matter expert to review the
process results whenever a financial system is involved with any integration process.
212
6. Once that transaction is completed the system will be required to send the user a contirmation that tit 0
interface was successful. l
CityView can notify any number of individuals as required.
Test: The SAP system will automatically send conformation of a successful file transfer. Files will
be transferred for each of the three cash collection locations.
213
Appendix J: Non-Proposer Response
t
NON-PROPOSER'S RESPONSE
For purposes of facilitating your firm's response to our invitation for the RFP, we are interested in ascertaining
reasons for prospective proposer's failure to respond to this invitation.
rfyour firm is not responding to this RFP, please indicate the reason(s) by checking any appropriate item(s)
listed below and return this form to:
Attention: Michael F. Hauer, CPPO, CPPB
Purchasing Acquisitions Manager
Collier County BOCC, Purchasing Department
3303 Tamiami Trail East, Bldg. G
Naples, FL 34332
(239) 774-8965
(239) 530-6699 - Fax
MikeHauerlalcolliergov.net
We are not responding to this RFP for the following reason(s):
o Services requested not available through our company.
o Our firm could not meet specifications.
o Specifications not clearly understood or applicable (too vague, rigid, etc.)
o Project too small.
o Insufficient time allowed for preparation of response.
o Incorrect address used. Please correct mailing address:
Other reason(s):
Name of Firm
Mailing Address
City, State, Zip:
By:
Signature of Representative
214
Appendix K - Third Party Vendor Letter
Data
Transfer
@Solutions
Data Transfer Solutions, LLC
1.1.1 33033 Founders Square
Orlando, FL 32828
Tefephone: (407) 382-5222
FAX: (407) 382-5420
March 16, 2007
Woody,
Data Transfer Solutions (DTS) is pleased and excited to be included as a subconsultant on your team
for the RFP #06-3962 - "New Divisional Software System - Community Development and
Environmental Services project. DTS has proven Asset Management implementation experience
with Collier County and believes that Municipal Sofware's CityView product-line will be a perfect fit
for the County. DTS will provide:
. Business process and data mapping into City View;
. Data conversion into CityView; and
. SAP, EDI, and related 3rd party integration with CityView as required.
We look forward to working with you on this exciting project.
Sincerely,
Allen lbaugh, AICP
Chief Executive Officer
Data Transfer Solutions, LLC
33033 Founders Square
Orlando, FL 32828
(407)-382-5222 phone
(407)-382-5420 fax
(407)-383-4937 cell
aibaugh@edats.com
215
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Appendix L - Functional Requirements Document
Example
ClientXYZ
Functional Requirements Definition Document
Mobile ABC Application
Version 1.0
File is included on the CD
pmpcrty intormatron ! permits & rnspecllons! illannrng I code errforcernenl
busIness li({~ns;nq I cd:.ihienng I app1ication buildm
216
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Appendix M
Hardware Requirements
CityView is built using .NET technology. Depending on organization size and business process
complexity, an upgrade to current CityView server hardware may be required.
2 CITYVIEW DESKTOP
Windows PC with I GHz clock speed recommended
512 megabytes (MB) of RAM or higher recommended
200 megabytes (MB) of available hard disk space
Windows XP recommended
Additional Information: This is the recommendation for the average CitvView Desktop user. A power user
may require a better machine where as a clerk working with a single binder would be able to use a
lesser machine.
3 APPLICATION SERVER
Windows PC with 20Hz Xeon processor recommended
2 Gigabytes (GB) of RAM or higher recommended
30 megabytes (MB) of available hard disk space
Windows 2003 or Win 2000 Server
Addifionallnformafion: For the end users using CitvView Desktop, the perforrnance of the Application
Server will affect them since it is the main link between the user and the database. All form data and all
report generation is done by the Application Server. For customers using the web interface/client as
their main interface into CitvView, the Application Server will not affect performance.
4 MANAGEMENT SERVER
Windows PC with 2GHz Xeon processor recommended
2 Gigabytes (GB) of RAM or higher recommended
30 megabytes (MB) of available hard disk space
Windows 2003 or Win 2000 Server
Additional Information: The performance ot the Management server will not affect end users other than
at authentication time. The performance of the Management Server will typically just affect
deployment, design, admin etc. For customers using the web interface/client as their main interface
into CitvView, the Management Server will not affect performance.
ReviSion 1.0
Page I of219
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5 WEB SERVER
Windows PC with 2GHz Xeon processor recommended
2 Gigabytes (GB) of RAM or higher recommended
30 megabytes (MB) of available hard disk space
Windows 2003 or Win 2000 Server
Addifionallnformafion: CitvView Web Server is based on the older CitvView S.x Server and for clients
whose present server performance is acceptable, no upgrade will be needed for this machine when
they upgrade to 9.0.
6 CITYVIEW MANAGER
Windows PC with I GHz clock speed recommended
512 megabytes (MB) of RAM or higher recommended
200 megabytes (MB) of available hard disk space
Windows XP recommended
Addifionallnformation: The CitvView Manager will be used to configure CitvView servers and set
scheduled tasks. Administrators will also use CitvView Manager for more intensive tasks such as Miaration
and editing the CitvView system tables directly.
7 APPLICATION BUILDER
Windows PC with I GHz clock speed recommended
512 megabytes (MB) of RAM or higher recommended
200 megabytes (MB) of available hard disk space
Windows XP recommended
Additional Information: The Application Builder will be used predominantly for creating forms, reports.
searches. expressions and the rest of your application. Administrators will also use Application Builder for
more intensive tasks such as deploying binders and expressions and changing database design.
8 ALTERNATIVES
Windows PC with 3GHz Xeon processor recommended
2-3 Gigabytes (GB) of RAM or higher recommended
300 megabytes (MB) of available hard disk space
Windows 2003 or Win 2000 Server
Additional Information: All 3 CitvView servers and all 3 clients can be housed on a single machine. This is
only recommended if the machine is capable of handling the entire CitvView environment or if the
environment is small enough to not need many server resources.
Revision 1.0
Page 2 of219
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9 OTHER ENVIRONMENTS
Municipal Software recommends Administrators have up to four (Production, Development, Test,
Training) CitvView environments installed depending on how extensively the entire CitvView
environment is used. At a minimum an Administrator should have a second CitvView environment for
developing and improving their application and to test the their changes and any new CitvView builds
they apply to their environment.
It is a best practice to put the other environment(s) on a server other than the one housing the
Production CitvView environment. The additional environments can all run on the same machine or in
VMWare or Microsoft's Virtual Server 2005 software.
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1
ConsulTech
~
CONSTRUCTION PROGRESS MEETING MINUTES
SANTA BARBARA BOULEVARD
PROJECT No. 62081
WEEKLY PROGRESS MEETING # 06
Date: March 13,2007
Time: 1:30PM
Location: Consul-Tech, 319 Airport Rd, N, Naples
I. Introductions and approval of the minutes for Progress Meeting #5 held on March 6, 2007.
Tim Woodrum opened the meeting and introductions by the members were made. The minutes for
Progress Meeting # 5 were approved with minor changes reviewed with the members.
II. Public Information:
o No Change.
III. Utilities:
o EMBARQ - Gilbert said they have started the relocation on Radio Road. Gilbert said they need
some clearing and grubbing at Sta. 296 to Sta. 297+30 on the north side of Radio Road.
Gustafson said they will comply within the next 2 days.
o TECO - Randy said TECO is still on schedule. Randy introduced Bob Kearns as the new
contact person for TECO for this project. TECO asked Astaldi and FPL if they could move the
8"gas line over about 10' at the Canal Bridge. Both Astaldi and FPL said they had no problem
with that request. Randy provided 2 sets of location plans, one for Santa Barbara Boulevard and
the other tor Radio Road. Randy mentioned they need 3 inlets survey staked at the north side of
Santa Barbara Boulevard at German Woods. Also on the north side of the bridge at the C/L of
construction there are benchmarks which he cannot read the elevations. Nick will get the
benchmark elevation and stake out the inlets to Randy.
o Comcastrrime Warner - Mark said they will be off the pole at 55 Terrace by next week. They
are still waiting on the fiber for Radio Road.
o FPL - Andy said he will try to move up the schedule to coordinate with Gustafson at 55th
Terrace. FPL will be trimming the trees overhanging in the R/W. Nick mentioned two poles
not shown on the FPL plans that exist on the project. One is an existing wooden pole at the SE
lof3
10 .
~
I .,
..:!o, _
corner of Radio Road and Santa Barbara Boulevard. The other is an existing strain pole for the
signal at Calusa Park Elementary School. Andy to look into relocating them.
o FGUA - No Representative was present. This item is ongoing. A meeting is scheduled for
Thursday March 15th with FGUA, Collier County, and Consul-Tech.
o Collier County Utility - Fred Sexton said the County utility work on the force mains and water
mains started yesterday and will continue for two weeks. Fred will locate the valves. Work at
the crossings on Radio Road will be done at night. Fred was asked for a list of emergency
contact numbers which he provided at the meeting.
IV. Maintenance of Traffic:
MOT Weeklv Report - The MOT report was submitted by Astaldi.
V. Safety:
Larry Burke (CEI Inspector) had some concerns to bring to the meeting. Advance warning signs
being left up on site overnight and once on the weekend. Lights on the barrier walls and barrels are
not working. Both of these issues Nick said he was aware of and has addressed these concerns to his
crews, lights have been corrected and are working per Nick.
VI. Environmental Reports:
Environmental Report - Astaldi submitted the environmental report.
VII. Two Week Look Ahead! Controlling Items of Work: - Astaldi submitted.
03/12/07 - 03/25/07
o Temporary Base & Asphalt (Lane Closure Needed) - Santa Barbara Boulevard median trom
Davis Boulevard to Star Grass. Santa Barbara Boulevard RT side from 27th Court SW to
Star Grass. Radio Road at Santa Barbara Boulevard intersection and Golden Gate Parkway
median 1000' east and west of Santa Barbara Boulevard.
o Erosion Control Installation - Santa Barbara Boulevard and Radio Road.
o Temporary Barrier Wall Installation (Lane Closure Needed) - Santa Barbara Boulevard RT
and L T from Davis to German Woods.
o Pile Driving - Golden Gate Canal Bridge
o Clearing and Grubbing - Santa Barbara Boulevard north of Golden Gate Parkway.
VIII. Schedule:
Project Schedule review meeting scheduled for tomorrow at 2:00PM.
IX. Shop Drawings: - No new shop drawings submitted.
20f3
x.
RFI'S:
The RFI'S were reviewed and updated. See attached.
10 J
XI. Submittals:
Plan revisions for north of Copper Leaf west side work to be deleted.
XII. Old Business:
o Highway Safety's Package - Night work
o Permit for 1-75 - Due this week
XIII. New Business:
Nick said there is a Collier County Fire Hydrant at the Southeast Corner of Santa Barbara
Boulevard and Radio Road not shown on the plans. RFI will be forth coming for relocation.
Fiber Optic Box - Owner School Board. - This box is located at Golden Gate Parkway and Santa
Barbara Boulevard. Astaldi will be relocating the box temporarily. John will coordinate with the
School Board for the tinallocation.
The requested signalization meeting is to be held next Tuesday after the weekly progress meeting.
XIV. Adjournment:
XV. Attendees:
Name Initial ComDanv Phone No. Cell No.
John Rowell X Consul-Tech 239-643-5132 239-340-0032
Tim Woodrum X Consul-Tech 239-643-5132 239-707-7097
Beverlv Morlev X Consul-Tech 239-643-5132 NtA
Tad Pluc X Collier County 239-213-5823 239-253-2885
Felipe Porro Astaldi Construction 239-793-4829 954-914-2503
Nick Revnolds X Astaldi Construction 954-325-59B9
Robbie Ruhmann X Gustafson Const. 239-437 -2039 438-0941
Joe Coccia X Gustafson Const. 239-438-1261
Ron Dillard X Collier County P.U.E.D 239-530-5338 239-877-8278
Andy Whitley X FPL 239-353-6046 239-404-2079
Mike OuiQlev FGUA 407-312-0632
Randv Smith X TECO 239-707-8669
Gilbert Collazo X EMBARO 218-94BO
Mark Cook X ComcastfTime Warner 239-432-1805 239-707-3998
Paul Bahizi X ComcastfTime Warner 239-455-5755 239-225-3076
Steve Ritter Collier Countv 239-659-5799 239-253-1154
Wayne Hartt Wilson Miller 239-649-4040 410-4656
Rhonda CumminQs Collier County 239-774-8941
F red Sexton X Collier Countv 239-877-8288
Tonv Gaffoli X Collier County
Larrv Burke X Consul-Tech 239-633-9362
Rob Lee X Gustafson Const. 239-494-2821
Bob Kearns X TECO 707-8667
Progress Meeting # 06: Tuesday March 13,2007 @ 1:30 PM.
30f3
~ COLLIER COUNTY GOVERNMENT
PURCHASING DEPARTMENT 3301 TAMIAMI TRAIL EAST
ADMINISTRATIVE SERVICES"oT\ilsION PURCHASING BUILDING "G"
NAPLES, FLORIDA 34112
(239) 774-8407
FAX (239) 530-6699
10 J
/1
www.colliergov.net
ADDENDUM
DATE: April 28, 2006
TO: Interested Proposers
FROM: Michael F. Hauer, CPPO, CPPB
Purchasing Acquisitions Administration Manager
SUBJECT: Addendum # 1 - Proposal #06-3962, "New Divisional Software System -
Community Development and Environmental Services"
Addendum #1 covers the following change for the above-referenced RFP:
Change: Page 2, Legal Notice, Change the receiving date from May 12, 2006 to
May 26, 2006. The receiving time remains 3:00 P.M. Naples local time.
For your information, the written questions submitted, along with the official answers are
attached,
If you require additional information please call me at 239/774-8965 or bye-mail at
M ikeHauer@.Collierqov.net
cc: Denny Baker, CDES
ANSWERS TO VENDOR QUESTIONS RELATIVE TO RFP # 06-3962 _1 0
NEW DIVISIONAL SOFTWARE FOR THE COMMUNITY
DEVELOPMENT AND ENVIRONMENTAL SERVICES DIVISION
APRIL 28. 2006
1
,]
Vendor #1
1. Would the County provide a breakdown of the total system users based on their job functions, i.e. number of
front counter staff, number of reviewers, number of clerical staff, number of cashiers, number of inspectors, ete
that make up the identified system users?
Answer: See organizational chart,
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1'.:1',",'
''',I'','
OROCH<\RT. pdf
2. Would the County please provide a list of documents and correspondence (Notifications, Requests for Further
Information, Violation Notices, Permits Cards, Invoices. Receipts, etc) usually produced during the application
process that will be required for this project?
Answer: Please see accompanying email with a zip file containing this infonnation.
In order for the recipient to open this file. they need to rename the ZIP file extension back to .zip. This is done
by right clicking on the file, selecting rename. and then inserting the lerter z back into the file name.
3. Should the County staff be trained in report writing so they can produce all necessary reports or should the
vendor perform the report set up for all reports included in a list of required reports?
Answer: The vendor should expect to set up all reports included in the list of required reports. The county
reserves the right to have a small number (less than ten) of select employees trained in report writing.
4. How are inspections currently scheduled?
. By a clerical staff person based on customer call in?
. By Interactive Voice Response (lVR) requests?
. By inspectors themselves while in the field"
. Over the web?
Answer: All of the above with the IVR system generating approximately 1,000 inspections requests per day.
The web generates another 300 requests and the clerical staff and inspectors generate approximately 100
requests per day. Engineering Services Department customers call in their inspections requests to the field
inspector.
5. Do County inspectors issue notices in the field?
Answer: Code Enforcement and Building Inspectors yes, all other no.
6. What are the County Web Server Standards (J2EE, .NET, etc) for Internet applications?
Answer: .NET versions 1.0 and 2.0 for the County's Intranet, while the County's Internet site has been
contracted out and is now a hosted solution.
7. What is the county's current web technology?
Answer: Microsoft llS6 running on MS Server 2003 Enterprise Addition SPI.
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8. How many years of data are to be converted into the new system?
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Answer: Approximately nine (9) years.
9. What is the expected volume of conversion, and file layout?
Answer: The main applications database is approximately 15 gigabytes; however it may be reduced by 30%
after cleansing. The status of the Access databases and Excel spreadsheets is unknown at this time.
10. Would the County take responsibility to convert data from Excel. Access or other data sources as part of the
project?
Answer: No, however the amount of data conversion from these other data sources is not significant.
11. The County has stated that the proposed system must interface to the County's ESRI Database. Does the
County want to use an existing viewer or is there any interest in a new integrated viewer?
Answer: Collier County will use whatever is easiest to integrate with the selected vendor's software as long as
the functionality is comparable.
12. What is the unique identifier used to track parcels in the GIS"
Answer: Object lD, Folio Number, ParcellD, or X. Y. coordinates.
13. Regarding wireless access for permit inspections, has the county tested the bandwidth in regards to Wireless
signals" What is the average bandwidth?
Answer: No, we have not tested the bandwidth.
14. Who is the wireless source provider working with the County?
Answer: Cingular
15. Regarding the online transactions, what is the current status of electronic online credit card transaction?
. Is it available today?
. Which banks and clearance companies are used?
. Is there a limit to the payment amounts that can be taken by credit card?
Answer: Credit card services are available for express permits only. At this moment,
iTransact is used for payment transaction services. According to the agreement there is no
limit on the amount that can be taken by credit card. Per Clerk's Finance Department, 5/3rd
Bank will be used for future transactions.
16. Currently, is there more than one department/adding creating property records, for example GIS, Planning,
Building etc.?
Answer: Address and subdivision records are maintained by CDES, parcel information is maintained by the
Property Appraiser's Office.
17. What departments are authorized to update existing property records?
Answer: The Property Appraiser updates his own records and CDES also updates the property records.
18. For the Web public interface, does the County prefer to self-host the application? Ifnot would external hosting
services be acceptable?
Answer: We are open to both solutions.
3
19. Does the County currently synchronize GIS parcels with an external system for property records mainte~nQ J i
and creation? If yes, what is the current system in use?
Answer: The Property Appraiser's office maintains the parcel information. We receive a weekly update from
the Property Appraiser to synchronize their GIS database records with ours.
20. Where do planners currently keep their schedule / calendar information: Outlook, Personal PDAs, ACT?
Answer: Outlook
21. How does the County currently handle the electronic submission of drawings including CAD format required to
apply for planning applications? If drawings are submitted on paper, does the County scan the drawings and if
so, which type of scanner is being used? Is this scanner ISIS compliant?
Answer: Currently the Land Development Code requires submission of CAD; however these files are not used
in any review process. The CAD files are kept by the GIS department.
In CDES' case documents are not scanned until they have been reviewed and approved by the departments
performing reviews.
Documents scanned or utilized by CDES may include, but are not limited to:
BUILDING DRAWINGS, DOCUMENTS, AND PERMITS
UTILITY RECORD DRA WINGS & DOCS
AS BUILTS & ACCEPTANCE PACKAGE
ENGINEERING PLAT BOOKS
COUNTY ROADS-ROW & UTILITIES
DRAINAGE PLANS
EXCA V A TlON PLANS
MASTER BUILD PLANS
PLANNING PETITIONS ALL TYPES
PUD-DRI APPLICATION
TRANS ENG CONST MGMT
PLANNING & ZONING DRAWINGS AND DOCUMENTS
Other county departments such as Public Utilities, Risk, Transportation, EMS, Purchasing and HR scan or
utilize scanned documents.
Documents are scanned into the document management system via applications including ApplicationXtender
and Wide Image.
Primary hardware used to scan include Cannon DR-2080c. DR-3080CII. DR-4580, DR-5020, DR-7580,
Crystal FSS 8010, FSS 8300 and Crystal TX 40P
Scanners are ISIS compliant.
22. If the drawings are available electronically, what electronic viewer is currently used? Does this viewer support
annotations, comments and version control?
Answer: See answer to #21 above.
23. What is the County's current capacity to store electronic documentations for planning applications? Are there
plans to manage growth in capacity to meet future needs?
Answer: Server total in Gigabytes:
Total:
Used
Available
698.9
188.4
510.5
4
24.
Does the County currently track historical information with respect to property merges and splits? I f so is1iO J
tracked both in the GIS system (historical parcels) and in a database?
Answer: See answer to # 19.
25. What Document Management system does the County use?
Answer: OTG Application Xtender and Web Xtender are currently used for document management, however,
that may change.
26. In Section V. Functionality the instructions read "This section is to be returned on the original forms provided
In no case shall the requirements be retyped or altered in any Wlry from those provided within....... Any
ranking from 1-3 will require vendor to give written explanation to how they wi/! meet our criteria, when they
will meet our criteria and any additional costs required to meet our criteria. /I We would like to respond in
landscape mode, and with no change to the requirements, insert a column to the right of the Requirements
column where we can include our explanation for rankings from 1-3, will this be acceptable to the County?
This will also allow us to comply with the requirement of one original, ]0 copies and a CD in Word format.
Answer: The above described change is acceptable.
27. About the County's current data sources, please elaborate on:
A. Number, List & type (MS-SQL. Oracle, Flat text file, Access, Excel, etc) of Data Sources that
need to be converted.
B. Number of records from each data source that need to be converted.
Answer A: MSSQL 2000 Access 2003 and Excel 2003
Answer B: The number of such records is unknown at this time because the number of records dependant on
the how much data cleansing is done.
28. Would the County assign one person to act as the application administrator for the duration
of the project and during production?
Answer: Yes
29. For product implementation / configuration / setup, to what degree will the County participate in Configuration
/ Data Setup or, does the County want ALL data set up to be done by the selected vendor?
Answer: The County will participate in configuration to a minimum degree. We expect the vendor to complete
the majority/maximum amount of the data set up
30. Is there an anticipated implementation time line for this project?
Answer: No, we expect the vendor to complete this task.
31. Does the County anticipate allowing access to agencies external to the County, i.e. the gas or
other utility company, to review plans without having direct access to the implemented
system?
Answer: No
32. How many inspectors require the Mobile Inspections Solution?
Answer: Approximately 70 to 100.
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33. Are there County standards for handheld technology (e.g. laptops, PDAs or tablets)?
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Answer: Panasonic C-29 Toughbooks with touch screen capability running Windows XP SP2 and a Sierra
Wireless 775 AirCard using Edge GPRS and GSM.
34. Has funding been approved for this project? How much funding has been anticipated for this project? Ofthat,
how much is anticipated for hardware?
Answer: Funding has been approved for this project to what we believe to be a sufficient amount.
35. Has the County had software presentations related to this project within the last ]2 months?
If so, by which firm(s) and when?
Answer: With the start of this current software project, and the subsequent issuance of RFP 06- 3962, there
have been no software presentations. During 2005, as part of the prior CDES software project with a prior
vendor, a point in the project was reached where Collier County explored the possibility if there were, in
general, alternative vendors within the Community Development related software market. Those explorations
involved an informal conversation with one vendor, and site visits by staff to two other Florida counties using
systems provided by a second and third vendor. These contacts were general in nature, and simply provided
reassurance that there were multiple systems that other jurisdictions had deemed as acceptable. Once it became
apparent that our prior project would reach a conclusion, contacts with alternative vendors were terminated,
and this occurred several months prior to the issuance of RFP 06-3962.
36. Please provide other questions/answers submitted by any other firms.
Answer: All questions from all vendors received by AprilS, 2006 are herein included with
the County's answers.
37. Does the County require vendors to provide information about having faced or being
involved in legal action with a client or prospective client?
Answer: Yes
Vendor # 2
I. According to section VII. "System Cost Requirements", rrom pages 87 to 94, each page states that there is an
Excel spreadsheet embedded into the Word page. I have not been able to access these spreadsheets. Can the
actual Excel files be sent to the vendors, or would you prefer for the vendors to write in the answers to the
questions on these sheets?
Answer: Our apologies for not including the embedded spreadsheets. Please respond via
pages provided.
2. I am just ensuring that the Proof of Concept Section from page 96 to 104 will be used for
vendors that have been invited to demonstrate their software to the County.
Answer: Vendors who are on the shortlist will be required to follow the 'Proof of Concept'
script for the software demonstration.
6
The "IT- Addressing Validation Proof of Concept" on page 105
County on the date the selected vendor is scheduled for their demo.
is to
be presented to 10 J
Answer: That is correct. The vendor will be required to give a solution to IT management on
the day their demo is scheduled.
Appendix I: Land Use and Permitting System Pre-Production Testing Specs. I understand
these items are to be used as the testing script prior to the release of a vendors (CDES)
application a Collier County.
Answer: Correct
3. How many inspectors will be using the wireless inspection Pocket PCs? Please provide a
number so we can give you an estimate on the hardware costs in the proposal. Also indicate
that you are using Sprint, Cingular or Verizon as your preferred carrier.
Answer: There currently 39 full time inspectors in the field, some days other qualified
employees may be out in the field to help with the workload. There is the expectation that the
number of inspectors will increase next year. We do not use Pocket PCs; we are using
Panasonic Toughbooks and are in the process of upgrading them to a model C-29 with a
Sierra 775 wireless card. Cingular is the wireless provider.
Vendor #3
I. The RFP references integration with Document Management software as well as SAP financials. What brand of
software is utilized for Document Management?
Answer: OTG Application Xtender and Web Xtender are currently used for document
management, however that may change.
2. The timeline references November 1, 2006 as the Project Implementation date. What is the desired "Go Live"
date?
Answer: Uncertain at this time. The date depends on vendor project implementation
schedule.
3. In 2003 when this project was initially bid and awarded to Hansen, the budget was around $1.3 million. Now
that the Hansen project has been tenninated, are vendors being required to fit within a "remaining budget" or has
the County approved funds to essentially start over on the project from a budget perspective?
Answer: We believe the county has appropriated sufficient funds to complete the project as
described in the RFP realizing that we are beginning a new project with a new vendor.
7
Vendor #4
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1. Does Collier County have any requirements for a Project Manager for this project (i.e. must be on-site, special
PM certifications, etc.)
Answer: We do expect an experienced and competent project manager and sufficient staff to
be assigned full-time to this project. We realize that a constant presence on-site is not
mandatory for this project to be successful.
2. Will the County provide remote access for the duration of the Project?
Answer: Remote access using Cisco VPN software (current version in use is 4.6.00.0049)
can be arranged for the vendor that is selected. See page 83 of the RFP for details.
3. Can you please provide further explanation on the following technical requirement? Please explain the book of
permits in more detail.
I. "Capability of system to issue a book of 10 "convenience penoits" with no specific site address attached to
them until an inspection is requested by contractor, book of penoits are specific to one trade by valid
licensed contractor. (Valid trades limited to: AIC Replacement, Re-Roof & Siding)."
Answer: The "convenience permits" are intended to allow a streamlined process for
contractors who perform redundant work. They pre-pay for "convenience permit" books and
therefore do not need to apply for a permit prior to the work. The books are serialized for
accounting purposes and are issued a permit number when the contractor wants to use one of
the permits and notifies us when the work has been pertormed and is ready for inspection.
Currently we allow HV AC replacements, re-roofs and electrical service changes by
convenience permit. Five types of inspections are indexed to the permit types noted above:
Roof in Progress, Final Rooting, Final Building, Final Mechanical, and Final Electrical.
8
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COLLIER COUNTY GOVERNMENT
ADMINISTRATIVE SERVICES DIVISION
"Purchasing Department
3301 TAMIAMI TRAIL EAST
NAPLES, FLORIDA 34112
(239) 774-8407
Fax: (239) 530-6699
www.collierQov.net
DATE: March 15,2006
TO: Prospective Proposers
FROM: Michael F. Hauer, CPPO, CPPB
Purchasing Acquisitions Administration Manager
RE: RFP #06-3962 - "New Divisional Software System - Community Development and
Environmental Services"
Dear Prospective Proposer:
Pursuant to direction by the County Manager, the Community Development and Environmental
Services Department is seeking the professional services of qualified firms capable of providing a
New Divisional Software System in accordance with the requirements stated herein. Please refer to
the Legal Advertisement contained in the enclosed Proposal Package for the time and the due date
for proposal submission. All Proposals must be forwarded to the County Purchasing Director's Office,
Purchasing Building G, Collier County Government Center, 3301 Tamiami Trail East, Naples, Florida
34112.
The services shall include, but not be limited to the "Scope of Services" as described in the
attachment.
If you have any questions regarding the Request for Proposal, please direct those questions to me at
239/774-8965 or you may email meat: MikeHauerlalcollierQov.net.
We look forward to your participation in this process.
cc: Denny Baker, CDES
LEGAL NOTICE
10 v
Pursuant to approval by the County Manager, Sealed Proposals to provide a New Divisional Software
System will be received until 3:00 p.m. on May 12, 2006 at the Purchasing Department, Purchasing
Building "G", Collier County Government Complex, 3301 Tamiami Trail East, Naples, Florida 34112.
RFP #06-3962
"New Divisional Software System-
Community Development and Environmental Services"
A non-mandatory Pre-Proposal Conference will be held on April 19, 2006 commencing promptly at
9:00 AM and held in the Purchasing Department Conference Room A.
The professional services will include, but not be limited to the requirements as specified in the Scope
of Services.
All statements shall be made upon the official proposal forms which may be picked up at the office of
the Purchasing Director, and which may be had by qualified consultants.
Collier County does not discriminate based on age, race, color, sex, religion, national origin, disability
or marital status.
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA,
BY: IS/ Steve Carnell
Purchasing/General Services Director
This Public Notice was posted in the Lobby of the Purchasing Building, Collier County Government
Center on March 15, 2006.
2
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Intentionally Left Blank
3
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Community Development and Environmental Services
Request for Proposal- New Divisional Software
System
4
Community Development & Environmental Services
Request for Proposal Table of Contents
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I. INTRODUCTION ............................................................................................................................................................................... 7
1.1 CD & ES DEPARTMENTAl. DESCRIPTIONS ..................................................................................'..................................................... 8
Code Enforcement Department........ ........................................................'..'..".'.'.....'....,.""".'.'.....................................................8
Building Review and Permitting Department..............................,.. ....................,.............. ........ 8
Comprehensive Planning Department."."..........................................................,..............,...................................... ...................... 8
Zoning and Land Development Review Department ............................ ............. ..............................................,8
Environmental Services Department." ....,....................................'........................................................................... 9
Engineering Department.............................. """""""",...........,...............................................................,.,.......... ...... 9
Operations Support and Housing Department ...... .... ......................................................................................................... ... ..... 9
COLLIER COUNTY DEVELOPMENT SERVICES SySTEMS...................................................................................................................10
1.2 SCOPE OF SERVICES........... ....... ....... ..................................................................... ....... ................ ................. .................................. 11
1.3 DEFINITION OF TERMS............... ...... ............................................................................ .................. .... ............................................. 12
II. GENERAL CONDITIONS AND INSTRUCTIONS .....................................................................................................................14
PROPOSAL SUBMISSION: ................................. ........ .............................................................................................................................. 15
PRINCIPALS I COLLUSION: .....................................'............................................................................................. ................................. 15
PROPOSAL WITHDRAWAL: ..........................'.... ...... .............................................................................................................................. 15
PROPOSER'S CERTIFICATION:....................................................................................................................... ........................................ 15
EXCEPTIONS TO INSTRUCTIONS OR CONDITIONS: ...... .........'..'......'....................................................................................................... 15
VARIANCES: ............................................................. ............................................................................................................................ 16
LAWS AND REGULATIONS: ............................................ ....................................................................................................................... 16
INS U RANCE COSTS: ..........................................................."..................................,......................'........ ............................................... 16
TAXES: ........................................................................'..'..................................................... ............'................................................... 16
TERMS: .......................................................................'..'..................................................'.. ................................................................ I 6
INVOICES: .................................................................................................................................... ........................................................ 16
EXPENSES INCURRED IN PREPARATION OF PROPOSAL: ........................................................................................................................ 16
N ON- ApPROPRIATION OF FUNDS:...................................... ................................................................................................................... 16
TERM IN A TION: ...................................................,............................................................................. .................................................... 16
CONTRACT TIME ANO LIQUIDATED DAMAGES: ............. ...................................................................................................................... 17
LIABILITY: ...................................................................... ................'............................................................................................... ..... 17
QUALIFICATION OF PROPOSERS: ...................................... .................................................................................................................... 17
Ass IGNMENT: ................................................................ ...................................................................................................................... 17
AWARD CHALLENGE: .......................................................................................................................'................................................... 17
LOBBY ING:....................................................................... ............................................................................................................ ........ 17
SINGLE PROPOSAL: ......................................................... ...... ................................................................................................... ............ I 7
SIGNATURE OF PROPOSER: ....................................'........'.'.'..,.........'....................'............................................ ........................... ........ 17
INTERPRETATION OF PROPOSAL DOCUMENTS ANO INVESTIGATION OF PROJECT: ................................................................................ I 8
REJECTION OR ACCEPTANCE OF PROPOSALS:...................... ......................................................................................................... ........ I 8
PROTECTION OF RIGHTS OF THE COUNTY: ........................................................................................................................................... I 8
PROTEST PROCEDURES: ..................................................... ........................................................................................................... ....... I 8
pu BLIC ENTITY CRIME:......................................................... .................................................................................................... ........... I 8
PROHIBITION OF GIFTS TO COUNTY EMPLOYEES: ................................................................................................................................ 19
EV ALUA TION AND SELECTION PROCEDURE................. ..........................................................................................................20
111. VENDOR INFORMATION ...........................................................................................................................................................21
Ill. I VENDOR INFORMATION............................................... ..................................................................................................' ..............22
Technical Questions................... ................ .......................'......................................................................,....................... 28
[]].2 PROPOSAL QUESTIONNAIRE............................................. ............................................................................................ ................3 I
I 11.3 SUPPLEMENT AL INFORMATION ..................................... .....................................................'......................... ................................33
IV. GRADING CRITERIA AND POINT ASSIGNMENT DESCRIPTION....................................................................................34
IV. I PHASE 1 ..................................................................... ................ .................................. ............ ....................................................35
A. Completeness of Application """""."'. """"'...."..'..'.'.'....'.......'.'................................................................................. 3 5
B. Coverage of Core Functionality Needs .......................................................................... ..........................,.... ..,...35
I V.2 PHASE 2 ..................................................................... ........ ...... ..................... ............................................................................... 3 6
a. Functionality Selection Criteria 20 points ..................,.. ........................................'........................................... .............36
b. Vendor Relationship 10 points ...............................................................................................................,......,.."""", ........ 36
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c. Other Jurisdictional References 10 points ................................................................................. .. .. ...... .............,../,,36
:. g;; ~: ~:::: :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::~9:::~::::::::::::::::::'" ~~
f Compliance with Technical Requirements 10 points .........................................................................................................., 36
h. Required Proof of Concept Demonstration 30 points......,..................................................................................,..,.."..,...... 36
V. FUNCTIONALITY - SELECTION CRITERIA WORKSHEETS .............................................................................................37
FUNCTION ALlTY - SELECTION CRITERIA WORKSHEETS ...................................................................................................................... 3 8
V. I CODE ENFORCEMENT................................................................................................................... ........................,........................39
V.2 BUILDING REVIE W AND PERMITTING............................................................,........................................................ .......................44
V.3 CONTRACTOR'S LICENS ING ............ .................................................................................................................................... ...........54
V A COMPREllENSIVE PI.ANNING .............. ............................................................'....................'...................................................... ...59
V.5 ZONING AND LAND DEVELOPMENT REv I EW ................................................................................................................................. 62
V.6 ENVIRONMENTAL ..........................................................................................................................................................................67
V.7 ENGINEERING........................................,.............. .................................................................................................................... ..... 70
V.8 PUD MONITORING ...........................................................................................,............................................................................ 74
V. 9 OPERATIONS SUPPORT ANO HOUSING........................................................................................................................... ........ ........ 76
V. lOG ENERAL REQUIREMENTS............................................ ..................................................................................................... .......... 77
V. II S YSTEMS ADMINISTRATION ...................................................,............................................................................... ...... ............... 78
VI. TECHNICAL SPECIFICATIONS ................................................................................................................................................81
VI.I BCC N ETWOR K TECHNICAL SPECIFICATIONS.................................. .......................................................... ................... ...............82
Generat: ............................'...',................................".".,..................................................... .....'..................................................... 82
VII. SYSTEM COST REQUIREMENTS............................................................................................................................................85
VII. I SYSTEM COST REQUIREMENTS INTRODUCTION ..........................................................................................................................86
VII.2 SUMMARY TOTAL WR SOFTWARE, HARDWARE, PROFESSIONAL SERVICES.. .............................................................................87
VII.3 LICENSING FEES BY MUDULE ....... ......................................................................... .......................... ...........................................88
VIlA HARDWARE COSTS....................... .................................................................. ............................................................................89
VII. 5 ESTlMA TEO VENDOR HOURS....... ..........................................................................'.........., ..... ....................................................90
V 11.6 TRAINING COSTS......................... ....................................................................................... ........................................................91
VII. 7 TRAVEL AND OTHER COSTS.....,........... ........,............................................................................................................................. . 92
V 11.8 ADDITION AL SOFTWARE COSTS ......... ....................................................................................................................................... . 93
VII. 9 PROFESSIONAL SERVICES................,..,........,........................................................................................... ...................................94
VIU. REQUIRED PROOF OF CONCEPT DEMONSTRATION ....................................................................................................95
Proof of Concept Testing... ........................................ ..,............. """,.... ................................................................,.. ,.. "..".. ........ 96
Hardware Requirements,...............................................................". "",..,............................................................... """",.,......... 96
Data Requirements,.. .", ,..".., ......... ................................................,. ,.. ..................................................... ...... """",.. ............. 96
Proof of Concept Script and Milestones ................'...... ........,........,.... .., ..'..'..........'........... ......,............... 97
ProofofConceptScrlpt" , "....,....................................,........... """"""............................................ ,................97
VillI. APPENDICES ........................................................................................................................................................................... 109
ApPENDIX A: STATEMENT OF LlTlGA TlON ......................................................................................................................................... 110
ApPENDIX B: FEES & REFERENCES ...................................................................................................................................................111
ApPENDIX C: PROPOSER QUALlFICAJ'JON FORM ...' ...........................,...........................................,......'.............................................112
ApPENDIX D: INSURANCE REQUIREMENTS CERTIFICATION ...............................................................................................................114
ApPENDIX E: PROPOSER'S CHECK LIST.............................................................................................................................. ................. 116
ApPENDIX F: PROPOSER'S DECLARATION STATEMENT .....................................................................................................................117
ApPENDIX G: CONFIJCT OF INTEREST STATEMENT......... ................................................................................................................... 120
ApPENDIX H: REPORT REQUIREMENTS ...................... ....................................................................................................................... 121
ApPENDIX I: LAND USE AND PERMITTING SYSTEM PRE-PRODUCTION TESTING SPECIFICATIONS...................................................... 128
ApPI ,N DIX J: N ON- PROPOSER RESPONSI,.......................... ........................................................................................................... ....... 144
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I. Introduction
7
1.1 CD & ES Departmental Descriptions
10 j
;,4.
Collier County's Community Development and Enviromnental Services Division (CDES) is the county's
premier public service organization charged with the responsibility of overseeing the development,
enhancement, and preservation of communities and neighborhoods.
Our mission includes:
. Ensuring effective growth management of communities and neighborhoods throughout Collier
County.
. The enforcement of the Collier County Land Development Code, community character and
development standards.
. Certifying compliance of construction standards.
. Preserving and protecting wildlite and habitat.
. Providing opportunities for affordable housing.
In the pursuit ofthese goals, CDES has seven distinct Departments:
Code Enforcement Department
Enforces compliance with regulations identified within Collier County Ordinances and Land Development
Code. Issues notices of violation and brings cases to the Special Master Hearing Officer and Code
Enforcement Board. Common violations include such items as illegal structures and/or land uses, housing
violations, weed control, illegal signs, etc. In addition, responsible for regulation of vehicle for hire and
rental registrations processes.
Building Review and Permitting Department
Insures compliance with County, State and Federal related building codes and regulations. This department
manages the review and approval process for building permits, conducts related trade inspections to issued
permits and issues certificates of occupancy. In addition, conducts approval and issuance of all contractors
licensing within Collier County.
Comprehensive Planning Department
This department consists of two main sections; Comprehensive Planning and Community Planning &
Redevelopment. Managed by the Comprehensive Planning section are items such as the implementation of
the Future Land Use Element, Rural Fringe & Eastern Lands Amendments, Capital Improvements Element,
Conservation and Coastal Management Element and Public Utilities Element of the Collier County Growth
Management Plan which is the comprehensive long range plan required by State of Florida. In addition,
conducts comprehensive plan consistency reviews tor all land use petitions. Managed by the Community
Planning & Redevelopment section are items such as transfer of development rights, master plan and
overlay studies and also provides all population, demographic and economic information.
Zoning and Land Development Review Department
Responsible for Site Development Plan review; Planned Unit Development (PUD) review and approval;
Land Use Petitions (Zoning, Conditional Use, Variances, etc) review and approval and Architectural and
Landscape Plan review and approvals. In addition, responsible for controlling the interpretation and
application of the Collier County Land Development Code and the related amendment processes.
8
Environmental Services Department 1 n I .~ ~
Consists of three main sections; Natural Resources section, which covers areas such afMifiHal reef <
construction and Natural Resource Area management, the Environmental Review section, which is
responsible for areas such as Environmental Impact Statements for Site Development and Land Use Petition
reviews. Third, Conservation Collier is the County's land acquisition program designed to purchase
environmental lands.
Engineering Department
Conducts project engineering reviews and engineering inspections. Project review and approval includes
such areas as water management, utilities and infrastructure, blasting permits, well drilling permits,
excavation permits, and conveyance of utilities. Engineering Inspections include such items as utility
turnovers, subdivision inspections, compliance inspections, and site development and improvement
inspections.
Operations Support and Housing Department
The Housing section of this department leads the County's aftordable housing efforts, with federal grant
programs such as CDBG and HOME, and through the State Housing Initiative Partnership. County wide
Impact Fee Administration resides in this department. Operations Support and Housing also encompasses
CDES's financial management, Cashiering, GIS, Mapping, Addressing, Utility Franchise, and Records
sections.
Furthermore, CDES works closely with a variety of County Boards and Councils, including:
. Board of County Commissioners
. Collier County Planning Commission
. Environmental Advisory Council
. Code Entorcement Board
. Contractor Licensing Board
. Affordable Housing Commission
. Economic Development Council
. Water/Wastewater Authority
. Development Services Advisory Committee
. Conservation Collier Land Acquisition Advisory Committee
The remainder of this page is intentionally left blank.
9
Collier County Development Services Systems
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Reviewers
Enforcers
Land Use
Zoning
Concurrency
Transportation
Outside
Ag,"\
D,pr
Growth MDgmt.
Future Land Use
Zoning
DR!
Re-Zone
Transportation
Planning
OperatiuRs
Stormwater
Outside
Agencies
DepVDiv
Site
Inspections
(Engineering)
Outside
Agencies
OutRide Apelicles
He.ltb'DepL
School District
ACOE
SFWMD
FDOT
;;
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..
.
o
a
a
o
u
Code
Enforcement
Commonalities
Finance
GIS
Enterprise Content Management
(Document Mgt, Work Flow Mgt)
DCDartmentlDhrjsion
Comprehensive Planning - GMP
Zoning & Land Development
Engineering Services
Natural Resources/Environmental
Building Review & Pennitting
Fire District Review
Utilities Operations
Operation Support
Transportation
Code Enforcement
(March, 2006)
10
1.2 Scope of Services
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The Community Development and Environmental Services Division (CD&ES) of the Board of Collier
County Commissioners desires to elicit proposals for an integrated modular type software application with an
open platform standard to support and manage its land use and building permitting activities.
CD&ES is looking for a vendor who has the ability and the product that can accommodate its business
needs for the next decade or longer. It is the intent of this RFP to maximize efficiencies by procuring an
integrated system that can function as an 'off the shelf product which incorporates best practices but provides
the option for CD&ES to change the configuration of processes if there is a future business or legal requirement
without changes to the source code. The system must allow all CD&ES departments to be able to access
information through a centralized MSSQL database.
The system proposed by a vendor must have the capability to integrate or interface with GIS, SAP,
electronic document imaging systems, an IVR, provide interfaces to the web, wireless access for permit
inspections, provide open APIs, feature on-line help, furnish system documentation, support electronic plan
reviews, and meet government financial standards. The integration with GIS must be advanced to the point
where specific fields in the proposed system will auto-populate from GIS layers in order to take advantage of
the existing information in the GIS database. At the minimum for all other software, the system must allow the
creation of links in the proposed systems GUI to enable the user to access these and other programs.
Collier County requires that the vendor must perform, but not limited to, the following functions: all
required configuration work to enable the software application to function as required by Collier County, all
database conversion scripting, supply management reports for tracking applications moving through the system,
and print any documents that are dictated by business processes.
The vendor will be required to migrate all of the CD&ES business processes and data from the current
land use and permitting system, which is a thick client application with a MSSQL database. There are 370
active users, 200 of which may be logged into the system simultaneously. During the 2004 calendar year the
system handled 34,000 permits, 243,000 inspections, 1750 land development application requests and 15,600
code enforcement cases. The database is approximately 12 gigabytes in size. CD&ES also created several
smaller access databases to help facilitate their business needs.
It is expected that the vendor shall provide all labor and materials necessary to furnish and install a software
system that will enable the collection and retention of information throughout the entire life cycle of land
development, building, and code entorcement projects/cases.
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II
1.3 Definition of Terms
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ACOE Armv Corns of EnQineers ~--
ADT Average Daily Trips
AHDB Affordable Housing Density Bonus
AIMS Agency Issue Management System.
ALF Assisted Living Facility
APFC Adequate Public Facilities Certificate
ASTM American Society for Testing and Materials
AUIR Annual Update and Inventory Report
BOA Collier County Building Board of Adjustments and Appeals
BCC Collier County Board of County Commissioners
BZA Collier County Board of Zoning Appeals
CCPC Collier County Planning Commission
CDES Community Development and Environmental Services Division
CEB Code Enforcement Board
CFR Code of Federal Register
CLB Contractor's License Board
CMA County Manager's Agency
C.O. Certificate of Occupancy
C.O.A Certificate of Adequate Facilities
CPRC Commercial Plan Review Coordinator
CSP Conceptual Site Plan
CSR Customer Service Representative
DBH Diameter at Breast Height
DCA Developer's Credit Agreement
DEP Department of Environmental Protection
DO Development Order
DRI Development of Regional Impact
DSAC Development Services Advisory Committee
EAC Collier County Environmental Advisory Council
EDC Economic Development Council
EIS Environmental Impact Statement
FAC Florida Administrative Code
FAR Floor Area Ratio
FBC Florida Building Code
FCC Federal Census Code
FDEP Florida Department of Environmental Protection
FDOT Florida Department of Transportation
FEMA Federal Emergency Management Agency
FIRM Flood Insurance Rate Map
FIS Flood insurance study
FLDO Final Local Development Order
FMS Financial Management System
FPCS Final Permit Customer Service
F.S./Fla. State Florida Statues
FSP Final Subdivision Plat
FTP File Transfer Protocol
GIS Geographical Information Systems
GL General Ledger
GMP Collier County Growth Management Plan
12
HVAC Heating, Ventilation, & Air Conditioning
IGC Inter Government Charge
IVR Inter-active Voice Response
LDC Collier County Land Development Code
LOS Level of Service
NAICS North American Industry Classitication System
NGVD National Geodetic Vertical Datum
NlM Neighborhood lnfonnation Meeting to be held by the agent/owner
NOAA National Oceanic and Atmospheric Administration
NOC Notice of Commencement
NOH Notice of Hearing
NRPA Natural Resource Protection Area
OSM Office of Special Master
PC Planning Commission
PPL Subdivision Plat and Construction Plans
PPT Pennit Planning Technician
PT Pennit Technician
PSP Preliminary Subdivision Plat
PUD Planned Unit Development
PVAC Public Vehicle Advisory Committee
RFMU Rural Fringe Mixed-Use
RFP Request For Proposal
RLSA Rural Lands Stewardship Area
ROW Right-of-Way
RPRC Residential Plan Review Coordinator
SAP Systems Application Project - automated tinancial management system
SBR School Board Review
SDP Site Development Plan
SIP Site Improvement Plan
SLOSH Sea, Lake, and Overland Surge from Hurricane
SFWMD South Florida Water Management District
TDR Transfer of Development Rights
Time Tracker Computer program designed to track the employee's daily activities,
Traci Tracking program used for employees to sign in/out and location
TUG Temporary Underground
VFH Vehicle For Hire
WebXtender Computer software used to view scanned documents and plans.
WWP Work Without Permit
ZDPT Zoning Department Planning Technician
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1.
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13
II. General Conditions and Instructions
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"I
i~~PP~~:~:~~~:I~s~~~eemed an offer to provide services to Collier County. In sUbmittingl QopJsal, the I .
proposer declares that he understands and agrees to abide by all specifications, provisions, terms and conditions
of same, and all ordinances and policies of Collier County. The proposer agrees that if the contract is awarded
to him, he will perform the work in accordance with the provisions, terms and conditions of the contract.
The proposer shall submit the original properly signed in blue ink and clearly marked "Original", and ten (10)
copies of the proposal to the Purchasing Director in a sealed envelope on which shall be shown the proposal due
date, and the name of the proposal, and number assigned to the proposal. Additionally, a CD-ROM of your
proposal in Microsoft Word is also requested.
By submitting a proposal, the proposer declares that he understands and agrees that this proposal, specifications,
provisions, terms and conditions of same, shall become a valid contract between Collier County and the
undersigned upon notice of award of contract in writing and/or issuance of a purchase order by Collier County.
As a general rule, Proposals received after the published deadline will not be accepted and will be
returned unopened. However, the Purchasing/General Services Director (or his designee) shall reserve
the right to accept proposals received after the posted deadline under the following conditions:
a) The tardy suhmission of the proposal is due to the following circumstances, which shall include hut not he
limited to: late delivery hy commercial carrier such as Fed Ex. UPS, or courier where delivery was
scheduled hefore the deadline, appears inadvertent and:
h) The acceptance of said proposals does not afford any competing firm an urifair advantage in the selection
process.
Principals I Collusion:
By submission of this Proposal, the undersigned, as proposer, does declare that the only person or persons
interested in this Proposal as principal or principals is/are named therein and that no person other than therein
mentioned has any interest in this Proposal or in the contract to be entered into; that this Proposal is made
without connection with any person, company or parties making a Proposal, and that it is in all respects fair and
in good faith without collusion or fraud.
Proposal Withdrawal:
No Proposal can be withdrawn after it is filed unless the proposer makes his request in writing to the County
prior to the time set for the opening of Proposals, or unless the County fails to accept it within sixty (60) days
after the date fixed for opening.
Proposer's Certification:
Submission of a signed Proposal is proposer's certification that the proposer will accept any awards made to him
as a result of said submission of the terms contained therein.
Exceptions to Instructions or Conditions:
Proposer's taking exception to any part or section of these instructions or conditions shall indicate such
exceptions on their Proposal. Failures to indicate any exceptions shall be interpreted as the proposer's intent to
fully comply with the specifications as written. Exceptions taken by proposers may result in evaluation point
deductions and/or exclusion of proposal for Selection Committee consideration, depending on extent of
exceptiones). Such determination shall be at the sole discretion of the Selection Committee.
15
Variances:
Acceptance of the proposal does not guarantee issuance of any other governmental approvals.
include provisions requiring the granting of zoning variances shall not be considered.
10 J
Proposals which
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Laws and Regulations:
It shall be understood and agreed that any and all services, materials and equipment shall comply fully with all
Local, State and Federal laws and regulations.
Insurance Costs:
Since these conditions include Insurance Requirements, it should be noted by the proposer that, in order to meet
the County's requirements, there may be additional insurance costs to the proposer's firm. It is, therefore,
imperative that the proposer discuss these requirements with the proposer's agent, as noted on the Insurance
Check List, so that allowances for any additional costs can be made by the proposer.
The Proposer's obligation under this provision shall not be limited in any way by the agreed upon contract
price, or the Proposer's limit of, or lack of, sufficient insurance protection.
Taxes:
Collier County is exempt from Federal Excise and State of Florida Sales Tax. Collier County Use Tax
Certificate Number is 21-07-0l9995-53C.
Relation of County:
It is the intent of the parties hereto that the successful proposer shall be legally considered as an independent
contractor, and that neither he nor his employees shall, under any circumstances, be considered servants or
agents of the County, and that the County shall be at no time legally responsible for any negligence on the part
of said successful proposer, his servants or agents, resulting in either bodily or personal injury or property
damage to any individual, tirm, or corporation.
Terms:
All terms, conditions, and provisions of the contract must be strictly observed in addition to the general
conditions herein described.
Invoices:
Payments will be made for articles furnished, delivered, and accepted, upon receipt and approval of invoices
submitted on the date of services or within a reasonable time thereafter. The number of the Purchase Order by
which authority services have been made, shall appear on all invoices. Invoices shall be submitted in duplicate.
Expenses Incurred in Preparation of Proposal:
The County accepts no responsibility for any expenses incurred in the Proposal, preparation, or presentation;
such expenses to be borne exclusively by the proposer.
Non-Appropriation of Funds:
If funds are not appropriated for continuance of a contract to completion, cancellation will be accepted by this
successful proposer on thirty (30) days prior written notice.
Termination:
Should the contractor be found to have failed to perform his services in a manner satisfactory to the County, the
County may terminate this Agreement immediately for cause; further the County may terminate this Agreement
for convenience with a seven (7) day written notice. The County shall be sole judge of non-performance.
16
Contract Time and Liquidated Damages: 1Q J :<1 ~
Time is of the essence in the performance of the Work under this Agreement. The County and t& In ctor "
recognize that, since time is of the essence for this Agreement, the County will suffer financial loss if the Work
is not substantially completed within the agreed upon time. Should the contractor fail to substantially complete
the Work within the agreed upon time, the County shall be entitled to assess liquidated damages.
Liability:
Successtlil proposer will not be held responsible for failure to complete contract due to causes beyond its
control, including, but not limited to, work stoppage, fires, civil disobedience, riots, rebellions, acts of God and
similar occurrences making performance impossible or illegal.
Qualification of Proposer's:
Before the award of any contract, each proposer may be required to show (to the complete satisfaction of the
County Manager, or his designee), that he has the necessary facilities, ability, and financial resources, to furnish
the service as specified herein in a satisfactory manner, and he may also be required to show past history and
references which will enable the County Manager, or his designee, to satisfy himself as to the qualifications.
Failure to qualify according to the foregoing requirements will justify the County in rejecting a Proposal.
Assignment:
The successtlil proposer( s) shall not assign, transter, convey, sublet or otherwise dispose of this contract, or of
any or all of its rights, title or interest therein, or his or its power to execute such contract to any person,
company or corporation without prior written consent of the County.
Award Challenge:
All costs accruing from a Proposal or an award challenged as to quality, etc. (tests, etc.) shall be assumed by the
challenger.
Lobbying:
All firms are hereby placed on NOTICE that the Board of County Commissioners does not wish to be lobbied.
. . either individually or collectively. . . about a project for which a firm has submitted a Proposal. Firms and
their agents are not to contact members of the County Commission tor such purposes as meeting or
introduction, luncheons, dinners, etc. During the process, from Prooosal c1osin2 to final Board aooroval, no
firm or their agent shall contact any other employee of Collier County in reference to this Proposal, with the
exception of the Purchasing Director or his designee(s). Failure to abide by this provision may serve as grounds
for disqualitication tor award of this contract to the firm.
Single Proposal:
Only one proposal from a legal entity will be considered. If it is found that a proposer is interested in more than
one proposal, all proposals in which such a proposer is interested will be rej ected.
Signature of Proposer:
The proposer must sign the proposal in the spaces provided tor signatures. If the proposer is an individual, the
words "Sole Owner" shall appear after his signature. If the proposer is a partnership, the word "Partner" shall
appear after the signature of one of the partners. If the proposer is a corporation, the signature required is the
Officer, Officers or Individual duly authorized by its by-laws or the Board of Directors to bind the corporation
with official corporate seal atlixed thereto.
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Interpretation of Proposal Documents and Investigation of Proiect: 10 ..J
Each proposer shall thoroughly examine the Proposal Documents, and judge tor himself all matters relating to
the location and the character of the services he agrees to perform. If the proposer should be of the opinion that
the meaning of any part of the Proposal Document is doubtful, obscure or contains errors or omissions, he
should report such opinion or opinions to the Purchasing Director. Neither the County Manager nor his staff
shall be responsible for oral interpretation given either by himself or members of his staff. The issuance of a
written addendum shall be the only official method whereby such interpretation will be given.
Reiection or Acceptance of Proposals:
The right is reserved by Collier County to waive any irregularities in any proposal, to reject any or all proposals,
to re-solicit for proposals, if desired, and upon recommendation and justification by Collier County to accept the
proposal which in the judgment of the County is deemed the most advantageous tor the public and the County
of Collier.
Any proposal which is incomplete, conditional, obscure or which contains irregularities of any kind, may be
cause for rejection of the proposal. In the event of default of the successful proposer, or his refusal to enter into
the Collier County contract, the County reserves the right to accept the proposal of any other proposer or to re-
advertise using the same or revised documentation, at its sole discretion.
Protection of Rights of the County:
The County reserves the right to include in any contract document such terms and conditions as it deems
necessary for the proper protection of the rights of Collier County.
Protest Procedures:
Any actual or prospective respondent to an Invitation to Bid or Request for Proposal, who is aggrieved with
respect to the former, shall file a written protest with the Purchasing Director prior to the opening of the Bid or
the due date for acceptance of Proposals. All such protests must be filed with the Purchasing Director no later
than II :00 a.m. Collier County time on the advertised date for the opening of the Bid or the acceptance date tor
the Request tor Proposals.
Award of contract will be made by the Board of County Commissioners in public session. Award
recommendations will be posted outside the offices of the Purchasing Department on Wednesdays and
Thursdays. Any actual or prospective respondent who desires to formally protest the recommended contract
award must file a notice of intent to protest with the Purchasing Director within two (2) calendar days
(excluding weekends and County holidays) of the date that the recommended award is posted. Upon filing of
said notice, the protesting party will have five (5) days to tile a formal protest and will be given instructions as
to the form and content requirements of the formal protest. A copy of the "Protest Policy" is available at the
office of the Purchasing Director.
Public Entity Crime:
A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity
crime may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a
Bid on a contract with a public entity for the construction or repair of a public building or public work, may not
submit bids on leases of real property to a public entity, may not be awarded or perform work as a contractor,
supplier, or subcontractor under a contract with any public entity, and may not transact business with any public
entity in excess of the threshold amount provided in s. 287.017 for Category Two for a period of 36 months
from the date of being placed on the convicted vendor list.
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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, and County Administrative Procedure 5311. Violation of this provision
may result in one or more of the tollowing consequences: a. Prohibition by the individual, firm, and/or any
employee of the tirm 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 contract held by the
individual and/or firm for cause.
Additional Information:
Other than minor procedural matters, questions regarding this proposal must be in writing and submitted to:
Michael F. Hauer, CPPO, CPPB
Purchasing Acquisitions Manager
Collier County BOCC, Purchasing Department
3301 Tamiami Trail East, Bldg. G
Naples, FL 34112
(239) 774-8965
(239) 530-6699 - Fax
MikeHauer@colliergov.net
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Questions must be received no later than seven (7) Collier County work days prior to Proposal acceptance date. Should any questions or responses require revisions to
the Request for Proposal as originally published, such revisions will be by formal amendment only
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19
EVALUATION AND SELECTION PROCEDURE
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Collier County procedure for selecting a consultant is as follows:
The Selection Committee, as approved by the County Manager, will review, evaluate and rank proposals
received from proposer's responding to this RFP. The committee members shall score each Proposal in
accordance with the rating criteria set forth in this document and may at their discretion, schedule presentations
from any firms submitting a proposal. The Selection Committee will rank qualified firms in order of preference
and will enter into negotiations with the top ranked firm. A ward of the contract is dependent upon the success
and full execution of a mutually-agreed contract.
Upon the successful completion of negotiations, a contract shall be drawn for final approval by the Board of
County Commissioners.
All proposals will be reviewed independently by the selection committee and ranked on the basis of the criteria
listed and described in section IV & V of this RFP.
Note: The position of a top ranked firm does not indicate that a contract will be awarded, as subsequent
negotiations may, at their discretion, not yield a contract satisfactory to both the County and
proposer.
Pro Dosed Schedule of Events
Activitv Date
Issue Reauest for Pronosal - (RFP) March 15,2006
Vendor Question Submittal Deadline AprilS, 2006
Vendor Pre-Proposal Conference April 19,2006
Vendor Questions & Answers Distributed April 26, 2006
Vendor Proposal Close Date Mav 12, 2006
Vendor Short List Finalists Identitied May 30, 2006
Vendor Reference Checks Completed June 6, 2006
Vendor Interviews & Demos - POC June/July 2006
Vendor Finalist(s) ldentitied Julv, 2006
final Offer Complete Julv/August 2006
Contract Negotiations Complete August/September, 2006
BCC Approval - Contract A warded October, 2006
Notice to Proceed (NTP) October, 2006
Proiect Implementation November 1,2006
After proposals are received according to the "Proposed Schedule of Events" above, a preliminary evaluation
will be conducted of all proposals to determine which vendors will give product demonstrations in accordance
with criteria as outlined in Section IV of this document. Chosen vendors are notified by a written letter. Product
demonstrations are expected to begin according to the "Proposed Schedule of Events" above. It is anticipated
that product demonstration sessions will last approximately one to two days for each vendor.
20
10 J~.
III. Vendor Information
21
III .1 Vendor Information
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This questionnaire will be available in electronic format.
All questions must be completed in full. Completeness of this page is a Phase
outlined in Section IV.l of this RFP.
Please feel free to include additional material as needed, hut all such material must he placed at the end of the
proposer's suhmittal in a section separatedfrom the remainder of the proposal.
I grading criteria item, as
Vendor Background Information
I. Legal Name of Company as reported for financial purposes:
2. Current Years in Business using the above legal name:
3. What State is your company incorporated in:
4. Physical location of Headquarters Office and regional offices:
5. Physical location of Development Headquarters Office:
6. Private or Public Company:
7. List all shareholders with greater than 10% ownership:
8. List the names of all officers and indicate any officers with outstanding corporate litigation matters:
9. Estimated market share in the United States:
10. Estimated market share in State of Florida:
11. As part of the response to this RFP, Collier County requires that the vendor disclose all third parties that the
vendor uses to implement, support, or to meet functional and/or technical requirements outlined in this RFP.
a. Name of the Third Party Vendor:
b. What function they would perform:
c. Contact name:
d. Contact number:
12. Describe how the warranty, support, and licensing are handled for this third party software:
13. If joint-venture, list the participating firms and describe specific areas of responsibility (including
administrative, technical and financial) for each firm:
The remainder of this page is intentionally left blank.
22
Reference Number 1
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List a minimum of five (5) site references, State of Florida references are preferred, that have tully implemented
your software and meet the specifications in this RFP for the all the tollowing areas:
Development Review, (Zoning /Engineering), Building Permit and Inspections, and Code Enforcement
Agency Name:
Street Address:
City:
State / Province:
Zip / Postal Code:
Contact Name:
Contact Phone:
Number of years used:
Number of upgrades performed:
Version originally installed:
Current version:
Description of modules in use:
Database backend & version:
Population within jurisdiction:
Number of building permits issued per year:
Number of new dwelling units constructed within jurisdiction yearly:
Square tootage of non-residential construction within jurisdiction yearly:
Number of Plan Reviews yearly:
Number of Zoning Petitions yearly:
Number of Code Enforcement Cases yearly:
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Reference Number 2
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List site references (State of Florida references are preterred) that are using your software that meet the
specifications in the RFP for the all the following areas:
Development Review, (Zoning !Engineering), Building Permit and Inspections, and Code Enforcement
Agency Name:
Street Address:
City:
State / Province:
Zip / Postal Code:
Contact Name:
Contact Phone:
Number of years used:
Number of upgrades performed:
Version originally installed:
Current version:
Description of modules in use:
Database backend & version:
Population within jurisdiction:
Number of building permits issued per year:
Number of new dwelling units constructed within jurisdiction yearly:
Square footage of non-residential construction within jurisdiction yearly:
Number of Plan Reviews yearly:
Number of Zoning Petitions yearly:
Number of Code Enforcement Cases yearly:
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Reference Number 3
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List site references (State of Florida references are preferred) that are using your software that meet the
specifications in the RFP for the all the following areas:
Development Review, (Zoning /Engineering), Building Permit and Inspections, and Code Entorcement
Agency Name:
Street Address:
City:
State / Province:
Zip / Postal Code:
Contact Name:
Contact Phone:
Number of years used:
Number of upgrades performed:
Version originally installed:
Current version:
Description of modules in use:
Database backend & version:
Population within jurisdiction:
Number of building permits issued per year:
Number of new dwelling units constructed within jurisdiction yearly:
Square footage of non-residential construction within jurisdiction yearly:
Number of Plan Reviews yearly:
Number of Zoning Petitions yearly:
Number of Code Enforcement Cases yearly:
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Reference Number 4
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~,
List site references (State of Florida references are preterred) that are using your software that meet the
specifications in the RFP for the all the following areas:
Development Review, (Zoning /Engineering), Building Permit and Inspections, and Code Enforcement
Agency Name:
Street Address:
City:
State / Province:
Zip / Postal Code:
Contact Name:
Contact Phone:
Number of years used:
Number of upgrades performed:
Version originally installed:
Current version:
Description of modules in use:
Database backend & version:
Population within jurisdiction:
Number of building permits issued per year:
Number of new dwelling units constructed within jurisdiction yearly:
Square footage of non-residential construction within jurisdiction yearly:
Number of Plan Reviews yearly:
Number of Zoning Petitions yearly:
Number of Code Enforcement Cases yearly:
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Reference Number 5
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List site references (State of Florida references are preferred) that are using your software that meet the
specifications in the RFP for the all the following areas:
Development Review, (Zoning IEngineering), Building Permit and Inspections, and Code Enforcement
Agency Name:
Street Address:
City:
State / Province:
Zip / Postal Code:
Contact Name:
Contact Phone:
Number of years used:
Number of upgrades performed:
Version originally installed:
Current version:
Description of modules in use:
Database backend & version:
Population within jurisdiction:
Number of building permits issued per year:
Number of new dwelling units constructed within jurisdiction yearly:
Square footage of non-residential construction within jurisdiction yearly:
Number of Plan Reviews yearly:
Number of Zoning Petitions yearly:
Number of Code Enforcement Cases yearly:
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Technical Questions
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1. How many of these referenced installations have comparable network and hardware configurations
using the same operating system:
2. Where is the Technical Support staff that will support Collier County installation located:
3. How many technical people are on staff to support the version of the application in your bid:
4. What are their qualifications:
5. How many are DBA'S:
6. How many are researchers:
7. List the names and the qualifications of the staff that will implement the specifications outlined in this
RFP:
8. In what language(s) is the application software developed:
9. What database management software is recommended for use with the application software:
10. What Report Writers are used with the application software to generate user defined, on demand reports:
II. When are future enhancements to the application software scheduled for release: What will they cost:
12. Is Source Code included in initial software price: If not, what additional cost is there to purchase Source
Code:
13. If the Source Code cannot be purchased, can it be put into an escrow account to insure that the county is
protected:
14. What is the warranty period for the application software:
15. At what point does warranty commence:
16. Describe the services provided at no charge during the warranty period:
17. Describe software modification policy:
18. Describe any policies that pertain to accessing (reading and modifying) the data in your system database
through ODBC connections:
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19. What system utilities or third party utilities are needed or recommended to operate in conjunlOw~
the operating system:
20. Describe how data files can be imported and exported into Microsoft spreadsheets or word processing
formats:
21. List the security capabilities of the software application, program and database:
22. List any third party security packages that will be required:
23. Describe your approach to interfacing the application software with other County programs and
databases accessible by all users on the County's network:
24. Describe how citizens of Collier County will be able to do business with County Government over the
Internet, specifically using credit cards to purchase services, tracking permits and inspections, renewing
contractor licenses, submitting zoning requests:
25. Describe your proposed Implementation Plan of the application software(s):
26. Describe the on-site training sessions and number of hours included with the Training Phase of the
application software(s):
27. Describe a plan for accomplishing the Data Conversion Phase of the software applications:
28. List all services included under software maintenance:
29. Does your company supply an 800 number for user support: YesD NoD
30. What are the hours of software maintenance service available to users: (Please include time zone):
31. What is the response time to maintenance calls:
32. Do you use a ladder system, if so, please explain:
33. Describe the method for assigning a priority and response dates to maintenance calls:
34. Describe the escalation policy for resolving difficult software problems:
35. Are there extensive help topics available within the application:
36. Does your company supply a Web site with an application knowledge base:
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37. How do you handle maintenance contracts after upgrades are made to the system? (Example: Issues
that are a result of an upgrade, are they handled as a part of the upgrade or are they considered
maintenance under the maintenance contract?):
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38. Does your firm offer discounts on maintenance contracts purchased for a specified period of time versus
a single year maintenance contract:
39. What documentation is furnished with the software application? Check all applicable items from
following list: .
Description of Documentation
Number of Copies
D Application t10wcharts
D Program flowcharts
D Narrative description of the application
D Narrative description of the program
D Detailed program specifications
D Screen layouts with detailed description of each field
D Report layouts of each report provided
D Data file layouts
D Data dictionary
D Error handling
D Operator instructions
D Backup procedures
D Installation procedures
D Password and security instructions
D User Manuals
D Other
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m.2 Proposal Questionnaire
10/"
Qualified firms interested in providing the services described are invited to submit a complete Proposal for
consideration. The Proposal shall address the items listed below. Failure to provide all requested items may be
sufficient cause for non-acceptance of the Proposal.
.:. Project Understanding
Provide a narrative of the proposer's understanding of the overall intent of the project. Identify
any issues or concerns of significance that may be appropriate.
.:. Technical Approach
Provide a narrative describing the proposer's approach to achieve the intent of the project and to
address various issues and concerns.
.:. Scope of Work
Provide a narrative identifying the various tasks to be performed. Tasks shall be described and
presented in the sequence for which they will be performed.
.:. Schedule
Provide a Gantt chart identifying major activities proposed as part of the scope of work. The
duration of tasks shall reflect the proposer's reasonable estimate to complete each activity given
the proposer's current and anticipated workload and staff availability.
.:. Project Management Plan
Provide a narrative describing the role of and introducing each key individual to be assigned to
the project. Provide an organization chart showing functional relationships between the proposer,
sub-consultants, and the County. Show the lines of communication, authority and assigned
responsibility. Should sub-consultant(s) be listed as a part of the project team, the proposer shall
provide a letter from each sub-consultant that indicates the sub-consultant's intent to be a part of
the project team. Proposals submitted without the reterenced letter(s) may result in the sub-
consultant qualifications being eliminated from the review process.
Indicate the expected participation of top management. For each key individual shown on the
organization chart, identify their company affiliation and office location, and provide a resume.
Identify the proposed project manager.
Identify any working relationships that may exist between the proposed project manager and
other key personnel, including sub-consultants. Cite previous projects on which the proposed
project team members have worked together and their respective project roles.
Indicate how your project organization will be integrated with the County to achieve a "Team"
approach. Describe how the firm will solicit, receive and incorporate review comments from
County personnel.
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Provide a narrative describing the level of effort, which each key individual will commlt'hJ
proposed project. Provide a table indicating the percentage of each key individual's time, which
will be allocated to the project (based on a 40-hour work week). For projects with distinct
phases on tasks over relatively long durations for which the level of participation by each
individual will vary (i.e., study, design, etc.), provide the percentage of time commitment for
each major component of the work.
Describe the firm's approach to ensuring that the project is completed on time and within the
contract amount.
Provide a statement as to what effect your current and anticipated workloads will have on your
ability to perform this work. Provide a table or graph showing current and anticipated labor-hour
commitments compared to available labor resources by month over the duration of the project.
Firms are required to provide an estimate of the required man hours for each task as part of their
proposal package.
NOTE: The proposer may provide information in addition to the information requested; however, the
additional information must be placed at the end of the proposer's submittal in a section separatedfrom the
remainder of the proposal.
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32
III.3 Supplemental Information
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I. Statement of litigation that firm or staff of firm is currently involved in, or has been involved in over
the past five (5) years, stating points of contention and results if available. (Appendix A)
2. Total fees for work done on all Collier County Government projects in the past five (5) years. (If no
work has been performed by your firm, state "none".) (Appendix B)
3. Proposer Qualification Form. (Appendix C)
4. Insurance Requirements Certification. (Appendix D)
5. Proposer's Checklist. (Appendix E)
6. Proposer Declaration Statement. (Appendix F)
7. Conflict ofInterest Statement.(Appendix G)
8. Vendor Information Questionnaire (Section IlL!)
9. Proposal Questionnaire (Section IIL2)
10. Proposer shall provide a list of any businesses and/or organizations to which the firm has any
affiliation or obligations within the past tive (5) years; whether paid or donated, which could be
construed by the County as a conflict of interest.
II. Declaration of commitment not to pursue any private sector work within the limits of the County
project or directly affected by the County project until the County project is completed and accepted
by the County.
By signing below in the space provided, a principal of the firm certifies that the firm will comply fully with
item 11 if awarded a contract by the County.
Print Name of Principal
Print Title
Signature of Principal
Date of Signature
33
10 J
IV. Grading Criteria and Point Assignment Description
34
IV.l Phase 1
10 J..!
All proposals will be evaluated and graded on the following Phase I and Phase 2 criteria. Phase 1 standards are
designed to evaluate all responses, and determine those vendor systems meeting the minimum standards
required to enter into Phase 2 evaluation.
A. Completeness of Application
In questions I - 4, an answer of 'No' to any of the questions will result in the vendor's RFP response being
disqualified. No further grading of the RFP will be done.
I. Did the vendor respond to each functional area outlined in the RFP? Yes No
2. Did the vendor follow our format to answer questions and were the questions answered as completely
as possible? Yes_ No_
3. Is the vendor's software application compatible with, or able to come into compliance with, all Collier
County general, security, and database technical specifications as outline in Section VI of this
document? Yes No
4. Does the vendor currently have their proposed application in full production and usage with multiple
Community Development operations similar in nature and comparable in size to Collier County?
Yes No
B. Coverage of Core Functionality Needs
In question I below an answer of 'No' will result in the vendor's RFP response being disqualified. No further
grading of the RFP will be done.
1. Does the vendor's system completely (as a sole source) provide modules to address CDES core
functional needs of Planning / Zoning approvals, Building permit issuance, construction inspections, and
Code Enforcement? Yes No
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35
IV.2 Phase 2
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Those vendor proposals successfully passing Phase] will then be evaluated for final selection by the following
Phase 2 criteria.
A. Functionality Selection Criteria 20 points
The functionality selection criteria worksheets, to he completed hy the vendor. are in section V of this
RFP. Completeness and accuracy of answers to the worksheets questions will evaluated in the Required
Proof of Concept demonstration to he held in the presence of the Collier County selection committee.
B. Vendor Relationshio 10 points
Rating will he hased on an assessment of the proposer's knowledge and understanding of the nature of
the work as necessary to achieve a successful project, and maintain a successful long term relationship
with Collier County. Information presented under the Required Proposal Suhmittals, section 111, will be
evaluated as the hasis of this rating.
C. Other Jurisdictional References 10 points
Rating will he hased on the vendor's ability to provide verifiable references demonstrating completed
successful implementations of systems of very similar scope to that requested in this RFP, at
jurisdictions of similar or greater size and activity levels to Collier County's.
D. Cost 10 points
Rating to he hased on the vendor's ahility to provide the hest total value for a chosen system. hoth in the
short term and the long term. Section VII of this RFP outlines system cost requirements for the vendor's
response to this RFP.
E. GIS 10 points
Rating to he hased on the vendor's ability to leverage and maximize Collier County's existing
investment in GIS capahilities. GIS capahility to he evaluated as part of the Proof of Concept
Demonstration. Points awarded for this individual criterion on an ordinal basis, with that vendor
deemed to have the hest solution awarded aliI 0 points; secondary vendors will receive 0 points.
F. Comoliance with Technical ReQuirements 10 points
Rating to he based on the level of compliance with section VI of this RFP. Technical Requirements.
Scoring preference will he given to a solution which most closely complies with Collier's existing
technical environment and needs, and requires the least amount of Collier County technical resources to
implement.
G. ReQuired Proof of Conceot Demonstration 30 points
Rating to he hased on a successful demonstration hefore Collier County's selection committee. Section
VIII of this RFP gives the required scripts to he used and functionality points to he shown hy each short-
listed vendor. Grading will he on hoth ahility to demonstrate functionally, and adherence to the listed
scripts.
Total maximum points to be awarded equal 100.
36
lOJf
v. Functionality - Selection Criteria Worksheets
37
Functionality - Selection Criteria Worksheets
10 J
1J..
This section of the RFP contains a column labeled as "Score" and serves as the response document for the
functional requirements of the system.
This document must be completed and submitted with the proposal. Failure to complete and return this section
of the RFP will result in the proposal being deemed non-responsive. This section is to be returned on the
original forms provided. In no case shall the requirements be retyped or altered in any way from those provided
within. Any item left blank or marked with a non-defined status code will result in a ' 0 ' response being
assigned (i.e., System does not support this feature and no customization is proposed.) Any ranking from 1-3
will require vendor to give written explanation to how they will meet our criteria, when they will meet our
criteria and any additional costs required to meet our criteria.
Each requirement in this response document must be marked in the Score column with one of the following
status codes:
[ 4 ] Standard feature in current release.
[ 3 ] Requires customization at no cost and is included in overall proposal price.
[ 2 ] Planned feature. Function will be provided in the next major release at no cost and is
included in overall proposal price.
[ I] Requires customization at additional cost as specitied in cost proposal, Implementation
Costs.
[ 0 ] System does not support this feature and no customization is proposed
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38
V.I Code Enforcement
10 J
.,..
Score Code Enforcement Functional Requirements
Business Process - Action Orders and Code Cases
1) The system should accept complaints filed online and by staff input. The complainant on-line
should be able to enter information onto an electronic complaint form accompanied by a map to
obtain a precise location of the complaint. The system should check on-line complaints for
duplication and jurisdiction. When the system finds an existing active case (that the complaint is
a duplicate), it should automatically find the current reference number and provide that
information to the complaint on-line. When the system detects a jurisdiction contlict with all or
part of the complaint, it should automatically generate a referral and notify the appropriate
department or agency. A complaint number must be automatically assigned to new complaints
and/or referrals. Completed complainant information fields will always be required for
complaints identified as; 'Minimum Housing', 'Prohibited Exotics', or 'Noise'. This should be
changeable as needed, should policies/ordinances/statutes be adopted which further restrict or
loosen said requirements as thev pertain to anonvmous complaints.
2) Other complaints entered by staff should be checked by the system tor duplication and
jurisdiction. When the system finds an existing active case (that the complaint is a duplicate), it
should automatically find the current reference number and record the filing as a complainant
inquiry. When the system detects a jurisdiction contlict it should automatically generate a
referral and notify the appropriate department or agency. A complaint number must be
automatically assigned to new complaints and referrals.
3) The complaint should be assigned by the system to a Code Investigator based on the location of
the complaint. The system must allow for reassignment and referrals. Integration with a
department calendar within Outlook should identify Investigators who are scheduled on Vacation
or Leave and allow tor rules detined by management which would automatically reassign a case
under certain user-defined conditions. The system will automatically print the Action Order
upon assignment or log within a scheduled reporting function allowing daily, weekly, on
demand, etc action order generation.
4) The system will be capable of searching tor all intormation related to the investigation, including
chronological tracking, and will continue to do so until; the complaint is resolved, or the
complaint is determined to be unfounded, or if the violation is contirmed the system will be
capable of producing a citation or Notice of Violation, or if the complaint is resolved or
unfounded it is closed in the system by staff
5) The system should be capable of automatically assigning a complaint number (reference
number), any additional intormation (i.e.: parcel, owner name and address, cited code section and
associated verbiage), when complaint code and site location are input by staff
6) Complaint/Case information must be retrievable with a minimal amount of information. (partial
address, owner's name, parcel number, investigator, etc.)
7) When a search is performed, the system should respond by displaying related complaint history,
permit history, licenses and/or related Code Entorcement Board or Special Master Data. User
should be able to:
8) Check for existing complaints on the properties that are currently under investigation.
9) Verify unresolved cases.
10) Check if recurrent problem.
II) Check if complying with previous Code Enforcement Board or Special Master Order.
12) Check any other complaints by this agency and other agencies related to this property who are
utilizing this same software suite.
13) Check for recently applied for or granted special exceptions, variances, permits, licenses, etc.
related to this propertv.
39
. ..... I
14) Verify the property's current zoning. lU J
15) The system should be capable of preparing multiple notices for multiple parties based on current
Tax Collector ownership data (as required bv Florida Statute).
16) The system will be capable of user control via pull down menus and point and click GUI which
can be configured/reconfigured as needed to accommodate changes to processes and additions as
needed.
17) The system should automatically check for variances, permits, licenses, etc. related to this
property that may have been issued and/or applied for after the Notice was sent to attain
compliance. The system should always have the most recent changes to any property available,
updating changes in real-time ensuring that associated Code Cases and relevant property files are
up-to-date.
18) The system must keep track of performance management (i.e.: time to resolve a complaint,
number of inspections, time spent per inspection) automatically and be available at any time such
data is required throughout the life of the case. The system should be able to generate, for
purposes of prosecution, an operational cost amount as allowed by F.S. ch162 which will be
determined using a formula (amount of time spent on case X hourly rate of pay) and should allow
for modifications to this amount or formula as costs and policies change. (Currently the system
should pull hourly rate/cost from SAP.) The system will allow the investigator to reschedule an
inspection for any date. The system must allow an unlimited number of inspections to be
scheduled. The system will flag or remind officers in advance of inspections, meetings, hearings,
etc. that relate to the case. The system should be able to, based on the inspections/appointments
scheduled, provide logical route mapping and offer such routing to the investigator for printing or
review. The system must have the capability to track all case information in chronological order.
19) The system will generate a form letter notifying the complainant and close the case if the
complaint is resolved or unfounded, based on the results of an investigation.
20) The system must prepare, at the request ofthe investigator, a pre-tormatted Notice of Violation
(pertinent preformatted NOV utilized based on drop-down box type function as created and
modified by management) which is populated by stored data (case number, respondent's name,
date violation found, violation ordinance, description of violation, investigator's name and
contact intormation and originating complaint number, if applicable). The system should print
pertinent quantities of said Notice, if requested, or store the Notice for later printing. If any
party/respondent address is located outside of Collier County, the system will automatically print
a Notice tor delivery via Certified mail. As possible, a queue/report could maintain such notices
and print once daily or on demand and such schedule is available tor modification by
management.
21) The system must require a date specific field to record when notices, letters, etc. were sent and
by what means (certified or first class) as well as denoting when service of a notice was made or
declined.
22) The system needs to have the ability to store and retrieve data in various formats for contracted
services, other agencies, media, clerk, investigators, etc. The information must be retrievable by
violation types, fines, area, time frame, officer, agency, department, action taken and location
(addresses, city, parcel number, etc.). Reporting must be available within all modules based on
all fields.
23) The system must be capable of displaying and printing current complaints associated with any
property (including historical complaint data) and flag users of any alerts placed by other
departments and users.
:': '/:'::: 24) Code Enforcement Board/Special Master
':!':
25) This procedure begins when a violator is non-compliant, has been duly notified, and County staff
refers the case to either the Code Enforcement Board or Special Master.
u',
40
26) The system should be capable of automatically assigning a CEB/OSM case number, hearing date,
and print a Notice of Hearing, when a date for said hearing is entered. Date of hearing will bt1 J
subject to override based on user control tables. .L
27) The system should, upon request by staff, make available any data relating to the code case,
verify compliance with notice requirements and print a request for hearing before either the Code
Enforcement Board or S ecial Master.
28) The system must notify the Operations Coordinator (and any other persons deemed necessary by
management) of the cases to be schedule for hearing.
29) Case information such as sent/received correspondence, information reports, digital pictures and
other documents will be stored on the network and retain association to the pertinent case file and
address record. The act of storing any said information in either the case file or address record
will allow for immediate association to the other and therefore not require same to be loaded in
two locations.
30) The active CEB or OSM file must be maintained until the case is resolved. The system should
prepare all hearing notices (continuances, withdrawals, subpoenas) for all parties involved using
stored data (CEB/OSM case number, respondent's name, date of hearing, violation ordinance,
investi ator's name and contact information and ori inatin com laint number.)
31) The system should prepare the Code Enforcement Board and Special Master Agenda using stored
data (CEB/OSM case number, complaint number, respondent's name, respondent's
representative, method of service, type of violation, location of violation, parcel number, zoning,
CEB/OSM histo and investigator's name.)
32) The system should automatically prepare and print the appropriate CEB/OSM orders using data
entered by the Operations Coordinator during or after the hearing, i.e.: Orders of Compliance,
Orders of Non-Compliance, Orders of Non-Compliance/Orders Imposing Fine. Lien, Orders
1m osin' Fine/Lien, Orders of Non-Com liance/Orders of Dismissal.
33) System will assist staff by tracking the status and activity of the case from beginning to end.
Information to be tracked includes, but not limited to: Follow ups, board hearings, attorneys or
representatives, summary of dispositions, subpoenas, related violations, deadlines, and events.
lnte ration with Outlook is re uired.
Rental Re istration Pro ram
34) The premise of the rental registration program is to register the rental properties in Collier
County. The registration provides Code Enforcement with current owner and lor local agent
intormation (including name, address, phone, & e-mail). The intormation is used to assist Code
Enforcement by making available the appropriate contacts to clear up a violation on the subject
property. Registration must be renewed each year by June 30th (Rental season runs from June to
June). Initial Registrations are currently required in person or via mail and an on-line account
can be established for renewal, if desired. Early registration renewal is allowed starting the 1st
business day in May via web-based method. Registration may be mailed in or paid by credit card
over the rental registration web page. Payment must trigger the appropriate change in the status
of the account.
35) Capability of accepting rental registration applications and related documents submitted in hard
copy form. System will be capable of accepting scanned documents and associating such
documents with the case and related address record.
36) At the conclusion of data entry, the system must generate the applicable distribution memo,
reminder task, electronic notification to reviewer's, form letter, action orders for investigators, etc
37) Capability of tracking an application's life cycle status (pending, accepted, revised, response
letter, etc.
38 Ca abilit of dis la in and researchin a lications based on user detined arameters.
39) Upon submission of an application staffwill enter request type and parcel number/address and
a licant information into the s stem:
41
40) System will have capability to check and validate the property address and ownership usin!t'l 0
Pro ert A raiser and Tax Collector data to reconcile. -.1
41) S stem will have ca abilit oftrackin all fees associated with said ermit/license/etc.
42) System will have capability of automatically generating letter to applicant if application is
incomplete, stating reasons for incompleteness based on user controlled checklist with user
abilit to edit.
43) System will be able to manage processes and actions associated with continuance and withdrawal
of a lications, includin refundin a lication fees, amendin a lication, etc.
44) System is capable of generating an action order for cancelled registration in order to verify
occu ancy status b an investi ator.
45) Trackin an a lication's life c cle status ( endin , acce ted, revised, res onse letter, etc).
46) Capability of tracking an application in relation to preceding related applications and to future
related a lications.
47 Ca abilit of countin a lications as the are submitted and reviewed.
48 Prevent the intake of an a lication when certain conditions exist.
49) The system must be capable of automatically calculating, or recording fee payments of various
t es and of maintainin a a ment histor directl related to the file.
50) The system will be capable of taking said applications via internet, hard copy, and fax; from
within the subject system from other departments and have the capability oftracking all said
permit activity by user defined arameters.
51) Upon entry of such application, the system will assign a unique identifier which will be available
to staff as well as the a licant.
, I
VehicIe for Hire
52) The system will be capable of tracking the licensing/permitting of all Taxi Cabs and Limousines
operating in Collier County. New companies are required to meet specific requirements including
being in good credit standings and having an acceptable background history. Similar background
reviews are conducted on prospective drivers within the County. Annual certificate review is
completed by the last business day in January while Driver's Identitication annual renewal date is
based on the vehicle's State of Florida registration date. In addition to tracking annual vehicle
registration, companies operating these vehicles are required to provide the following
information: VIN numbers, make, model and year of the vehicle, license plate numbers, the
number of passengers it is authorized to carry, insurance company name and policy number,
driver name and license, vehicle ins ections, owner and co-owners names.
53) Capability of accepting vehicle for hire licensing applications and related documents submitted
in hard copy form. System will be capable of accepting scanned documents by staff and
associatin such documents with the case and related address record.
54) Capability of tracking an application's life cycle status (pending, accepted, revised, response
letter, etc).
55) At the conclusion of data entry, the system must generate the applicable distribution memo,
reminder task, electronic notitication to reviewer's, action orders for investigators, etc.
56) Capability of displaying and researching applications based on user defined parameters.
57) Upon submission of an application staff will enter request type and parcel number/address and
a licant information into the s stem:
58 S stem will have ca abilit to check and validate the ro ert address and ownershi .
59) System will have capability of tracking all fees associated with said permit/license/etc.
60) System will have capability of automatically generating letter to applicant if application is
incomplete, stating reasons for incompleteness based on user controlled checklist with user
abilit to edit.
61) System will be able to manage processes and actions associated with continuance and withdrawal
of applications, includin refunding application fees, amendin a lication, etc.
42
62) Tracking an application's life cycle status (pending, accepted, revised, response letter, etc).
63) Capability of tracking an application in relation to preceding related applications and to fut
related a lications.
64) Capability of counting applications as they are submitted and reviewed.
65) The system will facilitate collection of data to be fed to an outside application, which processes
the background checks, for both individual and company credit and criminal histories. The
system will allow user-defined rechecks of said histo at set intervals.
66) The system must be capable of automatically calculating, or recording fee payments of various
t es and of maintainin a a ment histor directl related to the file.
67) Prevent the intake of an application when certain conditions exist.
68) The system will be capable of taking said applications via internet, hard copy, and fax from
within the subject system from other departments and have the capability of tracking all said
ermit activit b user detined arameters.
69) Upon entry of such application, the system will assign a unique identifier which will be available
to staff as well as the applicant.
70) The system will be capable of creating a driver ID using a photograph manually loaded by the
investi ator.
J
Permit Issuance/CitationsllnvoiceslBoarding CertificateslHousing Inspections/Garage
Sale/Am lified Music Permit/etc
71) Ca abilit of acce tin' a lications and related documents submitted in hard co form.
72) Capability of tracking an application's life cycle status (pending, accepted, revised, response
letter, etc).
73) At the conclusion of data entry, the system must generate the applicable distribution memo,
reminder task, electronic notification to reviewer's), etc.
74) Capability of retrieving and displaying; zoning maps, FEMA maps, GIS maps, topographic
surveys, etc and linking them electronically to the project tile. Must be able to print a hard copy
of the case and said associated tiles.
75) Capability of displaying and researching applications based on user defined parameters.
76) Upon submission ofan application staff will enter request type and parcel number and applicant
information into the system:
77) System will have capability to check and validate the property address and ownership.
78) S stem will have ca abilit of trackin all fees associated with said ermit/license/etc.
79) System will have capability of automatically generating letter to applicant if application is
incomplete, stating reasons for incompleteness based on user controlled checklist with user
abilit to edit.
80) S stem has ca abilit of acce tin documents for scannin , with zoom ca abilities.
81) System will be able to manage processes and actions associated with continuance and withdrawal
of applications, including refunding application fees, amending application, etc.
82) Tracking an application's life cycle status (pending, accepted, revised, response letter, etc).
83) Capability of tracking an application in relation to preceding related applications and to future
related a lications.
84) Capability of counting applications as they are submitted and reviewed.
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43
V.2 Buildin Review and Permittin
Score Permitting Functional Requirements
Permit Center - Generate Electronic File
I) Customer files a permit application either by hard copy, (currently the only way with the
exception of our E-Permits purchased on-line), Internet, or electronic format. System must be
geared to accept electronic signatures for legal purposes, and also to sign off certificates of
occupancy so it can be emailed to the customer and the Collier County Property Appraiser, and
filed with the permit record. This is especially important for us to be able to review all potential
solutions to rocess electronicall submitted lans and su ortin documents.
~'~ ,
Permit Center - Electronic File Descri tion
2) Abilit to acce t fee a ments electronicall
3) Identify on file the ori in of the a lication, referred office and method of
4) Store date and time of a lication and read issue status on ermit record.
5) Check and validate parcel id, legal description, the property address and ownership through the
GIS s stem inte ration. The s stem needs to interface with the GIS database.
6) Check for ermit du lication (Does active ermits for this work alread exist at this address?).
7) Check for existin notices of violations and a I a ro riate fees.
8) Capability of issuing a single (combined) permit for more than one work type. (E.g. building,
electrical, mechanical, lumbin, 001, etc.
9) System checks for water and sewer boundaries, power company boundaries, maintaining
authorit for roads, and im act fee zones and GIS overlays.
10) Capability of system to issue a book of 10 "convenience permits" with no specific site address
attached to them until an inspection is requested by contractor, book of permits are specific to
one trade by valid licensed contractor. (Valid trades limited to: AlC Replacement, Re-Roof &
Sidin .
Permit Center - Workflow
II) System determines routing for permit application (agencies involved, necessary reviews and all
conditions of a roval), er user defined control table.
12) System tracks status of permit application throughout the process until all required conditions of
approval are met and recorded. System status information can be accessed online. If a permit is
on hold, the system will tlag the permit to check if the customer is moving forward on the permit
after a l80-da time eriod.
13) A permit cannot be amended, extended or cancelled if an approved result for final inspection has
been erformed or c.o. issued, unless authorized b the Buildin De artment Director.
14) lfa permit is system cancelled, system will automatically generate the notification (form letter)
to property owner and permit holder and place permit in a canceled status.
15) Check issuance of prerequisite permits, DEP, ACOE permits and other user defined information,
etc. Check other reconditions to rocess a ermit (e. . submission of site-related lans, etc.)
Permit Center - Financial TransactionslIm act Fees
16) Notify processing staff about pending permits requiring different handling categories: ready
issue; hold for other department reviews; hold for completing documentation (private provider or
threshold, etc.)
1m act Fees
17) System will have capability of calculating impact fees based on an impact fee use code that will
enerate the desi nated im act fees for u to twelve different accounts.
a. S stem will automatically calculate im act fees from livin area s uare feet, total s uare feet,
44
and/or from im act tee s uare teet as noted. ... I
b. System will have the capability of paying part, or all, of a particular impact fee on
permit with previously paid advance deposits for the project, with the payment amount
deducted from such de osit, and the s stem maintainin a runnin ' balance.
c. S stem will enerate the Road and Fire District for the ro ert from GIS.
d. System will enerate and record refunds.
e. System will allow impact tees to be partially or fully waived, with waived amount showing
on a ment sli and able to be tracked.
f. System will calculate impact fees based upon fees in effect at building permit application
date, and allow tor editin of a buildin ermit a lication date.
g. System will allow for frequent updating of fees to also include ability to maintain effective
dates for fees created in s stem tables.
Permit Center - CommunicationLNotification
18) Quality notifications for parcel, incorrect addresses, county maintained roads, sibling parcel
becomes permit identifier (right now it's the parent); electronic checklist tied to each work type
for the permit. Notice if a parcel cannot get a permit tor some reason, (i.e. zoning violation notice
or moratorium, etc.
19) System has capability to track all permit, license and certificate/license activity including fees by
user defined parameters.
20) Work with count web based ermit and a ment s stem.
21) Ca abilit to track and collect fees tor other munici alities as re ulated b lnterlocal A reement.
22) Permit comments/notes should be generated in a standard letter format and faxed or emailed by
Microsoft Outlook for correspondence with customer/contractor. This could require multiple text
tields - as many as required per record so that the plan review coordinator can send out comment
letter. Wra and s ell check are necessar .
23) Prevent the issuance of a permit to a property address when one or more special conditions are
associated with that property address and county staff has not elected to override the special
condition(s). Permit Hold comments, etc.
24) Input email addresses and use them to notify subcontractors in lieu of mailing or in the absence
of email, enerate a ost card.
25) Contractor can access status information online and schedule ins ections.
26) After all required reviews have been completed and updates have been performed to reflect fee
payment, etc., the system must automatically print the required permit with the date and time it
was issued.
27) Capability to allow completion of permit process to electronically notify contractor that the
ermit is read for issuance and the balance of re uired fees to be aid at time of issuance.
28) Generate a form letter to com I with Florida Statute 713.13, Notice of Commencement (NOC).
Permit Center - Reporting / Query
29) Capability of reporting number of permits within a specitied subdivision or location, type of
ermit, status of ermit and/or other user defined arameters.
30) Capability to produce all of the existing reports. Capability to post standard monthly permitting
re orts to the County Internet Website on dail ,weekly and/or monthl basis.
45
Building Permit & Plan Review - Masterplan
Maste Ian Functional Re uirements
~4
Maste Ian - Permit Process
I) This process begins when a contractor submits a Masterplan application accompanied by plans
proposing a specific building plan type to be reviewed for compliance with current building
construction codes as a master reterence for future building construction. (Note: An approved
Masterplan provides the ability to master construction plans for structures at a single subdivision
location for multi-family structure types and unlimited locations for other structure types within
the County specific to a contractor and current construction codes. This allows a contractor to
submit for permit applications referencing the approved mastered plan without submitting
multiple construction plans over and over again reducing the overall permit process timeframe
and expense of plan copies for contractors. When new construction codes are adopted a new
Maste Ian must be submitted for review and a roval.)
Technician selects the t e of rocess:
a. New Maste Ian submission (residential or commercial)
b. Add subdivision/location to existin Maste Ian for fee assessment u oses.
c. Revision to existin Maste Ian file.
d. U date/inactive/cancel/void.
3) Masterplan Permitting Technician enters intormation into the system. All options are listed
se aratel includin their corres ondin s uare toota 'e.
4) Masterplan permit number is generated. A separate Masterplan permit number is assigned for
each structure t e submitted for Maste Ian review.
5) Building permit fees are calculated separately for each Masterplan option and stored
electronicall for future reference when actual buildin ermit is obtained.
6) Impact tees on a Masterplan will not store for future use, but will automatically calculate on
subse uent buildin ermits, based u on a lication date of such ermits.
7) Customer a s a lication fees (credited to first a lication for construction from Maste Ian).
8) System will automatically assign the Masterplan to a queue until the plan reviews are actually
assi ned to a Ian examiner. S stem tracks the amount of time lans are waitin in ueue.
9) Permit Technician (PT) determines who needs to review plans based on masterplan type and
information supplied by applicant and enters intormation into the system. After plans examiner is
assi ned s stem will move lans out of the ueue.
Maste Ian Plan - Review Process
10) Plans examiner is assigned per user control table with override capability by supervisor. System
keeps track of date and time tor each plans examiner from start to tinish for each review, record
review comment details and re eat tor all re uired re-submittals.
11) Plans examiner distributes plans and assigns next review as required/noted in Masterplan
application review process until all required reviews are completed. If any plan review is
rejected, plans examiner enters their review comments into the system and system produces auto
generated review comment detail letter to be sent to applicant/customer at the conclusion of all
completed reviews. When all reviews have been completed with an approved status then go to
ste 14 below.
12) A licant/customer withdraws re'ected lans and amends lans to res ond to comments.
13) Applicant/customer submits revised plans with requested documents to address review comment
details. Permit Technician (PT) re-assigns and distributes the plans to the outstanding plan
review examiners. Capability for system to keep track of date and time applicant/customer
submits revised lans.
14) Steps 10 & II are repeated until all issues have been resolved and each plans examiner approves
the lans or the a lication is withdrawn from s stem.
46
15) Capability to allow applicant/customer to check status of application including review comment
details via Internet throu hout ermit rocess. ...
16) After all conditions of approval for Masterplan review have been satistied, the permit pa
sent to the Masterplan Permit Tech for final review and approval. Customer is notified that Plans
are read for ick u .
17) Systems to auto generate a Masterplan approval letter to be included with all subsequent permit
submissions.
18) Possible actions after a Maste Ian Permit has been a roved or issued:
a. Submit minor revisions for review and a roval.
b. U date a licant information.
c. Chan 'e Maste Ian status to inactive or cancel.
d. Retrieve information/ enerate re orts.
19) Masterplans are not exclusive to a specific address but are exclusive to a specific subdivision for
multi-famil develo ments.
20) Maste lans will become invalid when a new code is ado ted b the State.
21) System needs to have capability of implementing grace periods outlined by code through the use
of an ex iration date entered into the Maste Ian record.
22) System will generate automatic letters to advise customers about deadlines associated with new
code c cles.
23) S stem will fla users when code has chan ed, to revent old Masters from bein used.
Permit & Plan Review - Commercial, Sin
Functional Re uirements
Buildin Permit - A Iication Process
This process begins when a customer/contractor submits a Residential One & Two Family,
Multi-Family or Commercial type building permit application to be reviewed for compliance
with current codes includin but not limited to:
a. Florida Buildin Codes
b. Florida Fire Prevention
c. National Electric Code
d. Collier Count Ordinance - Buildin Construction Administrative Code
e. Collier Coun Land Develo ment Code
2) Technician selects the t e of ermit includin but not limited to:
a. New Commercial Buildin
b. New 1 or 2 Famil Residence
c. New Multi-famil Buildin
d. Commercial/Multi-Famil lOne or Two Famil Addition and/or Alteration
e. Commercial/Multi-Family/One or Two Family Swimmin Pools
f. CommerciallMulti-Famil lOne or Two Famil Stora e Buildin s
Si ns
h. Miscellaneous Ex ress. deck/screen/shed, one trade onl ,etc.)
1. Masterplan Sub-permits, (actual construction permits that are submitted after the Masterplan
has been a roved.
3) Technician enters information into the s stem, includin but not limited to:
a. Address
b. Contractor
c. S uare foota e
d. Number of bathrooms
e. Number of bedrooms
f. Electrical am s
47
AlC tonna e "'.
h. Work started without Permit (WWP)
i. Economic Develo ment Council, EDC - Fast Track desi nation
4) Permit number is auto enerated by s stem.
5) Application fees are auto generated by system with potential to also manually add applicable fees
and a ment sli is auto enerated.
6) Customer rovides a ment sli to cashier for a ment of a lication fees
7) The system has capability to print labels through the Permit Center, with project information
relative to lans, i.e. ermit number, ro'ect name etc.
8) System will automatically assign permit package to a queue until it has actually been assigned to
a review department and/or plans examiner. System tracks the amount of time plans are waiting
in queue. NOTE: If permit does not require additional reviews then Permit Tech completes their
review, enters re uired ermit fees and ins ections and rints a ent sli to issue ermit.
9) Permit package is forwarded to applicable review area, (Commercial and Multi-family routed to
(CPRC) Commercial Plans Review Coordinator and (ZDPT) Zoning Department Planning Tech
and One or Two Family routed to (PPT) Permit Planning Tech.) After plans examiner is
assi 'ned, s stem will move lans out of the ueue and into the Ian review sta e.
BuiIdin Permit - Plan Review Process
10) Review department and/or plans examiner is assigned per user control table with override
capability by supervisor. System keeps track of date and time for each review department/plans
examiner from start to finish for each review, record review comment details and repeat for all
re-reviews as re uired.
II) PT, CPRC or RPRC distributes permit package to review department and/or plans examiner.
Building Department plans examiner completes review and assigns review and distributes plans
to next plans examiner within the Building Department as required/noted in application review
process until all required Building Dept. reviews are completed. If any plan review is rejected,
review department/plans examiner enters their review comments into the system and system
produces a review comment detail letter to be sent by CPRC to applicant/customer at conclusion
of all completed reviews. When all reviews are completed with an approved status then go
forward to ste 16 below.
12) Applicant/Customer submits revised plans and applicable documents to address review comment
details to Commercial Plan Review Coordinator (CPRC) or Residential Plan Review Coordinator
(RPRC) as applicable. Coordinator re-assigns and distributes revised plans to applicable plan
review examiners. Capability for system to keep track of date and time when applicant/customer
submits revised Ian acka e.
13) Steps II, 12 & 13 are repeated until all issues have been resolved and each plans examiner
a roves the lans or the a lication is withdrawn from the s stem.
14) After all conditions of approval have been satisfied, the permit package is sent to Final Permit
Customer Service (FPCS) for tinal review and approval. Permit package is completed and FPCS
contacts customer, see Permit Center - Communication/Notification Item #26.
15) Possible actions after ermit has been issued include but are not limited to:
a. Submittal ro osin revisions/chan es sub'ect to review and a roval.
b. U date/chan e eneral contractor and/or sub-contractor information.
c. Additional fee collection re uired based on a roved revisions/chan es.
48
I..... ..,.mfx Plan Review Manal!ement - ,.
>>.> I., BuiIdinl! Functional Reauirements -mm,.JI
lix m ..
.......> i BuiIdinl! - Plan Review Manal!ement
I) The system has capability of tracking different types of plans by review discipline, applicant,
plan reviewer (flexible query ability) based on permit application number, which can be easily
customized. Tvoes of reviews include but are not limited to:
a. Structural
b. Electrical
c. Mechanical
d. Plumbing
e. Fire
f. FEMA - Flood Zone Requirements
g. Utilities - County Sewer and/or Water
h. Health Deot. - Septic/Well/Food Services
1. Environmental
i. Zoning
k. Imoact Fee
I. Signs
m. Plan Review Coordinators, CPRC/RPRC
2) The system has the capability to auto generate and assign permit submittals by type to the queue
until assigned to a review department and/or plans examiner with override capability by
suoervisor.
a. The svstem has caoabilitv to track amount of time oermit is in the Queue cvcle.
b. The system has capability of estimating initial plan review completion time and reporting
oermit numbers in queue.
I 3) The system has the capability to print labels to include but not limited to such information as the
I oroiect/oermit name and tracking number to be affixed to multiole plans and/or documents.
4) The system has capability to calculate tees based on user-controlled tables, (square footage,
dwelling units, amperage, number of baths etc.) and the permit tee schedule as approved by the
Board of Collier County Commissioners.
a. System has capability to accept and record square tootage information tor each occupancy
type and use. NOTE: Square footage values are measured or used differently for building
review versus impact tee and/or zoning purposes. This ditlerence requires a system to have
ability to record up to three difference figures on same nermit.
5) The system has capability of assigning inspection groups based upon permit/work type and user
control tables.
6) The system has capability to identify/flag projects located in the following but not limited to;
special hazard area, wind-borne debris region, coastal construction zone, zoning overlavs, etc.
7) The system has the capability to flag permit record if a current violation exists on property
associated with permit record.
8) The system has capability of determining which review departments/agencies need to review
permit application/plans based on permit type and data input by Permit Technicians and defined
bv user control tables.
a. The system has capability of tracking each department/agency review time, status and
associated review comments and fees at all times during the nermit nrocess.
b. The system has capability to allow applicant/customer to check status of permits including
real time review comment details via Internet throul!hout nermit process.
c. The system has the capability to assign values(s) to a permit type based on the size and scope
of the project to determine amount of time required for review by department/agency/plan
exammer.
49
9) System will generate distribution memo based on statI input (agencies involved, necessary
reviews and all conditions of approval). Based on staff input, system will generate distrib iO
memo.
10) The system has capability to provide pre-defined review department/agency with a review
checklist a.k.a. standard review notes, for each review type per user controlled tables that are
u dated based on current a licable Codes, Laws and Ordinances.
a. The system has capability of allowing edits to all plan review checklists, to add items and/or
delete items controlled by user securit .
b. The system has the capability to keep historical record of checklist items and edits as part of
the ermit record.
11) The system has capability of accepting concurrent reviews without complete application
information b user controlled tables and as authorized b a su ervisor.
12) The system has capability to accept expedited process applications, inserting into review
se uence where deemed a ro riate as authorized b a su ervisor.
13) The system needs to have the ability to extract data in various formats for contracted services
rovided to other de artments.
uirements
Ins ection Re uest - Internet
1) System must be able to locate appropriate permit, provided the location is within the Collier
Count 'urisdiction, based on one of the followin entries:
a. Permit number
b. Job site address
c. Job site arcel (folio/ ro
d. Pro ert owner name
2) System should be able to allow the user to navigate to the inspection request screen, which can
then display the inspection sequence tor the appropriate permit and any inspection notes.
Construction ins ections may include, but are not limited to:
a. Structural
b. Mechanical
c. Electrical & low voltage
d. Plumbin
e. En ineerin Inspections,
f. Fire Systems
Gas
h. R.O.W. - Transportation
Se tic
Wells
Draina e
Landsca e
m. Required submittal of documents, i.e. Spot Survey, Compaction test results, Elevation
Certificate, etc.
3) The s stem should then be able to res ond b onl offerin available ins ections.
4) The s stem should allow the user to select the t e of ins ection and allow schedulin
a. S stem must be able to control number of ins ection re uests er da b disci line.
b. All of the ins ections that are able to be scheduled at that time should be listed as 0 tions.
5) System should then be able to require an inspection code/pin provided to contractor or owner
builder at time of ermit issuance.
6) System should then be able to res ond b dis laying:
50
a. Confirmation that inspection code was accepted and the requested inspection has be
scheduled for the next workin da , based on ins ection uota availabilit .
b. System must be able to control the number of inspection requests using quota, based on
ins ector availabilit and disci line.
c. Contirmation that inspection code/pin accepted, but that there are no available inspections at
this time.
d. Re' ection due to incorrect/unacceptable inspection code/pin.
7) System should be capable of automatically assigning the inspection to a specific inspector based
upon zone and inspector licensure. The date and time the inspection was requested through the
Internet should be automatically recorded in the system for display to both user (via Internet) and
staff.
8) System should be capable of allowing applicant/customer to check history of passed and/or failed
ins ections includin notes/comments.
Ins ection Re uest - Inter-active Voice Res onse S stem IVR
9) A historical record of the date and time each inspection is scheduled should be automatically
time stam ed and inserted into the s stem's database.
10) Inspection should be automatically assigned to an inspector by township, range and section as
well as a ro riate ins ector licensure.
II) Inspection requests can be cancelled via the Internet or through the IVR system until the day
prior to the scheduled inspection. Cancellation to an inspection request the day of an inspection
must be handled by contacting the County Building Inspections De artment.
12 Ins ection re uests cannot be rocessed if there are ins ection holds on the ermit.
13) Inspection requests cannot be processed if the permit is not in an active status, (issued or
ins ect).
14) Inspection requests cannot be processed if the permit contractor or sub-contractor is not in an
active status.
The folIowin a I to both Internet and IVR ca abilities
15) User should be able to discontinue the process at any time. In this case, no inspection request or
cancellation would be saved.
16) The system will only allow an inspection request to be canceled prior to 7pm for the next
working day.
17) Multi Ie ins ection re uests are ossible on certain ins ection t es:
a. System should be able to display a screen, advising the user about the conditions of this
feature and ask the user to enter all ins ection re uests.
b. User should be able to enter all requests and be advised as to what combinations may be
scheduled, and be prompted to choose one. (NONE should also be an option, thus returning
the user to sin ,Ie ins ection re uest.)
c. System has capability to allow inspection staff to override the inspection sequence with
ro er securit
51
Necessa ca abilities:
2 I) System is capable of being accessed by portable system. (i.e., portable device in inspector's
vehicle).
22) System is capable of receiving and recording inspection results sent via Inter-Active Voice
Res onse S stem and Internet.
23) The system is capable of providing a separate detail screen for completed permits requiring a
power release & the capability of Registration after the Certificate of Occupancy has been
released.
24) S stem ca able to allow modification to ins ection results b staff with ro er securit .
25) System capable to allow regulation of pass, partial and/or fail codes to avoid duplication of codes
and fees.
26) System capable of allowing cancellation of pass, partial, and failed inspections entered in error
b staff with the ro er securit .
27 S stem ca able oflockin ins ection note screens once all ins ections have assed.
28) S stem re uires su ervisor override tor an chan es to a locked screen.
29) S stem ca able of notif in ins ection center when ermit ins ections are com lete.
a. System capable of identifying all outstanding/pending fees to be paid by applicant/customer
before C.O. can be issued.
30) System capable of generating a Power Notitication Report to include multiple inspection
cate ories as follows;
a. T.U.G, tem ora under round
b. T-POLE, tem or electric ole
c. Overhead Electric
d. Service Chan 'e
e. Final Electric
f. C.O.
31) S stem ca able to run Power Notification Re ort more than one time er da .
a. Capability to generate report based on electric power coverage area as designated in GIS and
linked to Permit.
b. Ca abilit to send enerated re ort to Power Com an via email or fax.
32) System capable of automatically printing Certificates of Occupancy ready for mailing to a
desi nated rinter once all re uirements have been met.
33) System will allow authorized individual users to print C.O. 's on demand, automatically printing
du licate certificate once the first has been rinted.
a. The system has capability to record date, time, identity of requestor, and whether C.O.
du licate is to be mailed, hand delivered, or faxed.
b. The system has capability to print original record copy with watermark imprint.
34) The system has capability to allow internet search/inquiry activity as to the status and/or result of
an ins ection ermit record.
Board of Ad'ustments and A eals Process
I) This process begins when an application for an exception/variation to code requirement( s) is
submitted. (Supporting documents must accompany the application, the associated permit
number, and an a lication fee).
2) Building Official, or appointed support statl verifies the validity of the appeal application
rovided.
3 S stem ca able of assi nin a case number and attachin to the associated ermit number s).
52
4)
a.
b.
c.
5)
6)
7)
8)
A
The remainder of this page is intentionally left blank.
53
V.3 Contractor's Licensing
1 0 J !iI, "" '1
Contractor License - Activities
Contractor License Functional Re uirements
Com eten IRe 'stration Card Issuance and/or Renewal
I) Contractor submits an application form for a Competency card or registration form for a
Registration card. The application and/or registration forms must be accompanied by
documentation of a ro riate licensure;
a. State Contractors license, if a licable
b. Liabilit insurance
c. Workmen's Com or exem tion
2) Licensing Specialist verifies the validity of the licensing documentation provided and determines
the class code of the contractor based on the State License number and any special notes on the
State License.
3) System has capability of accepting and recording specific contractor intormation in separate
fields which would include but not limited to:
a. contractors business name, qualitier name of business, address, office and cell phone
numbers, tax, email address, license number with expiration date and liability and
workmen's compensation details to include insurance company name, address, phone, policy
start and ex iration dates.
b. System capable of tying to the permit application process for validation of contractor
licensure er user control table.
c. The system has capability to provide tields for contractor class code, grandfather license,
status of license, exam date and score, type of exam, license number, occupational license
number, license ex iration date, liabilit , Work Com ex iration date, exem t status.
d. System has the capability of generating reports for contractors that have open permit (s)
and/or re uired insurance or exem tions have ex ired.
e. System has the capability of blocking the issuance of a building permit and/or inspection
requests on permits where the contractor or sub-contractors' license, insurance or exemptions
have ex ired.
4) The renewal process begins with a query of the system for all contractors whose Registration or
Competency cards are valid tor the fiscal year and have had activity on their license within the
rior two ears. (Renewal re uires submission ofu dated licensin documentation.)
5) The system has capability of printing out a Registration/Competency renewal card tor contractors
that are active as well as inactive, dormant, journeyman or on hold as long as they are valid in the
s stem.
a. The system has the capability to allow renewal cards to be mailed. faxed or emailed by
Microsoft Outlook to the contractor/applicant.
b. S stem has ca abilit to include a hoto ra h of ualitier on license issued b Count .
c. S stem has ca abilit to rint out a Re istration or Com etenc card.
6) System has the capability of allowing access via the County Internet Website to Contractor
Licensing information. (We have three local municipalities who have inter-local agreements
with the Count re ardin contractor licenses).
7) System has capability of researching contractor's licenses by remote wireless access by field
ersonnel.
Licensin Process
8) Upon determining the correct license class code equal to the work type to be performed, the
system has the ca ability to match license class codes with ermit types per user control tables.
54
"I 1'\ ,
9) The system must: .L U '"'
a. Have capability to display a list ofthe contractors currently licensed by Collier County
Contractor Licensing Section.
b. Have capability to search by parameters such as the first few letters of a contractor's name,
contractor's license number, company name, phone number etc.
10) Have capability of accepting online payments for Registration/Competency cards.
a. Have the capability to generate a unique pass code/PIN number to be used by contractor for
all electronic transactions.
b. Have capability of generating a new unique pass code/PIN number at the request of the
applicant.
c. The old number is to be recorded into a database and not used again.
II) Have capability to accept payments into cashiering module.
12) Have capability ofInternet access to Contractor Licensing information on a real time basis. (This
is for public access as well as other local municipalities with reciprocity to Collier County via
Interlocal agreement)
13) Have capability of searching and displaying related complaint and/or administrative action
specific to a contractor license and/or qualifier. (Would like this to be a button on main
contractor screen)
:"" (
~ Administrative Complaint Procedure
I) Complainant submits a complaint via phone, email or website.
2) System has capability of starting a complaint based on contractors, State license number,
Qualifier name, and Collier County Registration or Competency Card number and assigns a
unique tracking (case) number.
a. System has capability to display all contractor information and any administrative action.
b. System has capability of checking for current, active, investigations.
c. Allow multiple Administrative Complaints to be processed on same contractor.
3) System has capability of user control pull down menus with common complaints with capability
of multiple selections, detined in user control tables.
4) The system has capability to track all information on a chronological basis.
5) This process is repeated until one of the following actions is taken:
a. Complaint is resolved.
b. Complaint is determined to be unfounded.
c. Licensing Compliance Otlicer issues Administrative Complaint (continue with step 8).
6) The system would automatically generate a letter notifying the complainant of the case status and
close the case if complaint is resolved or unfounded.
7) System generates Notice of Hearing when Investigator enters violation data when a citation
recipient is non-compliant and county statl'refers to Contractors Licensing Board.
8) Contractor Licensing Manager prepares legal case files, enters adequate information into system,
and forwards case to Licensing Specialist for Trades Board File.
9) System would assist the Contractor Licensing Manager and County Attorney by tracking the
status and activity ofthe case from beginning to end. Information collected includes the
following but not limited to:
a. Related complaints
b. Actions taken by County
10) The system has capability of notifying appropriate persons/departments of outcome of case.
a. System has capability to generate notitication letter to include status of the case.
b. System has capability to send notification letter via fax or email.
"(<"":,::',,, II) Case is closed.
a. System has capability to lock out ability to change record information once case is closed.
f
55
12) The system has the capability of retrieving, displaying and/or printing the following information
b contractor name or license number:
a. Status of current com laints under investi ation or liti ation.
b. Historical information on contractor includin violations.
13) System has capability to allow web access to CLB agenda and meetin minutes.
Processin an UnlicensedlLicensed Contractor Citation
I) Complainant submits a complaint or citation recipient is caught contracting and/or advertising
without ro er licensure.
System has capability of accepting and storing information related to unlicensed activity and has
the 0 tion to search for related unlicensed histo based on:
a. Unlicensed Contractor name
b. Trade name
c. Unlicensed Contractor address
d. Tele hone number
e. Cell hone number
f Drivers license number
Ta number
h. Address of com laint
1. Nature of com laint
Owner name, address and hone
k. S stem has ca abilit of eneratin a field investi ation card.
3) If search was performed on any of the data tields listed above, system responds by displaying
related histor and/or related Board action. User should be able to:
a. Check for existing complaints on the citation recipient currently under investigation with
ro er securit .
b. Verif if Contractor Licensin Board case is endin .
c. Check if recurrent roblem.
d. Check if com Iyin with a revious Contractor Licensing Board order.
4) Staff investi 'ates the com laint.
a. Com laint belon s to Contractor Licensin (continue with ste 5.
b. Computer system has capability of notifying other Departments electronically if complaint
involves Contractor Licensing and another agency.
. Sheriffs Department
. Building Department
. Code Enforcement
. Environmental
. Health Department
. Other Departments as needed and user defined
5) The system assigns a tracking number and Contractor Licensing Manager or his designee
investigates and researches the violation utilizing the system to search for information related to
the investigation. System keeps track of all intormation on a chronological basis. This process is
re eated until one of the followin actions is taken:
a. Com laint determined to be unfounded.
b. Citation is determined to be unfounded.
c. The system would automatically generate a notification to the citation recipient and closes
the case if citation is unfounded.
d. Contractor Licensing Manager enters violation data and citation is automatically generated
and mailed certitied, return receipt.
56
6) Issued citations have 10 working days to respond after receipt of citation.
able to flag outstanding citations after 10 days.
7) Violation is resolved:
a. Computer is capable of generating notification to citation recipient that case is closed upon
com liance.
b. The s stem is ca able of acce tin a ments for citations.
c. The s stem is ca able oftrackin multi Ie a ments on an one citation reci ient.
8) Citation reci ient contests citation.
a. Computer is capable of scheduling hearing date and producing Notice of Hearing to be sent
to citation recipient. (User control override for resetting hearing date with re-notification
rinted and recorded with ro er securit )
9) Citation reci ient is non-com liant.
a. S stem enerates uni ue case number and automaticall laces on Trades Board A enda.
Processin Citation A eals
I) Licensing Specialist prepares legal case file and system automatically transmits case to Building
Review & Permitting Secretary.
System assists the statl'by tracking the status and activity of the case from beginning to end.
Information to be tracked includes, but is not limited to:
a. S stem is ca able of acce tin' di ,ital hotos, scanned documents etc...
b. Follow ups
c. Board hearin s
d. Summ of dis ositions
e. Sub oenas
f Related violations
Deadlines, events
3) The system is capable of notifying the Contractor Licensing Manager of any deadlines with
am Ie advance notitication. (E. . court hearin s, submission of documents, etc.)
4) The system shall have a separate screen that shows active Contractor Licensing Board (CLB)
cases with deadline dates highlighted in chronological order.
a. Box to check off once addressed, continued, dismissed etc. . .
b. Contractor Licensin Board dates.
c. Submission of documents.
5) The system has capability of printing the Agenda and all related items for Contractors Licensing
Board, once com lete.
a. Computer is capable of generating letters and envelopes to notify appropriate
departments/agencies.
6) Case is heard b CLB.
a. The system is capable of recording and tracking CLB actions including Order of Compliance,
Order of Non Compliance, Order of Dismissal, Order of Fine/Lien, uphold citation and
dismiss fine, u hold citation and increase fine, u hold citation.
S stem is ca able of rintin all of the above automaticall .
Citation A eal Mana ement
7) Provide an auto enerated case number.
8) Provide a tracking system of all sent/received correspondence, type of correspondence, status
indicators, pertaining to a case.
9 Provide the abilit to automaticall 0 ulate the res ondent information from Mainframe.
10) Provide automatic historical data available by respondent.
57
II) Provide the ability to automatically print the Notice of Hearing (NOH) letter. System sha1 fl J
automatically stamp the date the NOH form was printed/ sent. The NOH shall be pre-dateCI V,
da s in advance to allow for the overla in mailin from the office.
12) Provide the abilit to allow for manual ent /override of the date the letter/NOH were sent.
13) Allow the ability of retrieving, displaying and/or printing the upcoming court dates, cases
open/close/pending, attorney assigned and action taken.
14) Upon entry of respondent the system should have the ability of retrieving, displaying and/or
printing the following information but not limited to:
a. Current violations under ap eal
b. Status of current a eal.
c. Historical violations or a eals
The remainder (?( this page is intentionally Ie}; blank.
58
VA Comprehensive Planning
10 J ' '! ~"'..~
Score Comprehensive Planning Department Application Process
Com rehensive Plannin Functional Re uirements:
The process begins when a customer makes an inquiry/proposal for a potential Growth Management
Plan Amendment (GMPA), Community Development District (CDD), Stewardship Sending Areas
(SSA or Transfer of Develo ment Ri hts TDR.
I) Staff conducts a pre-application meeting with customer to review application requirements and
discuss feasibility of proposed request. (If statl' determines that the request is not feasible, they
will recommend that the applicant not continue with the application process, if proposal is
feasible submit application acka e)
a. Capability to allow applicant to request a pre-application meeting be scheduled through a
torm tilled out on the internet.
The process begins after the pre-application meeting has taken place and the meeting results are
ca tured into the s stem until the customer submits the a lication.
S stem will have the ca abilit of acce tin a re-a lication meetin fee.
b. S stem will verif a ment of re uired fees as a licable, rior to closin out a lication.
c. S stem will have tields tor acce tin basic a licant information
d. Pro'ect shall be linked to Addressin Module b Parcel ID number (folio)
Upon submission of an application, staff will enter request type and parcel ID number (folio) and
a licant information into the s stem:
S stem will have fields for basic information based on user control table.
System will havc capability of assigning an application number and/or prefix, based on the
t e of re uest (Uni ue refix for each t e of case would be useful).
c. S stem will have the ca abilit to check and validate the ro ert addresses and ownershi
d. System will have capability of a uscr-controlled chcck list to verify application completeness
with checkbox tor re uired and rovided items alon with note line.
e. S stem will have ca abilit oftrackin all fees, aid or un aid.
f. System shall have the means to identify fast track and ex edited projects.
g. System will have capability of generating notification documents, including list of
surrounding property owners and map showing parcels to be notified, based on information
that will have to be extracted from the GIS system, or, other means as determined by the
vendor.
4 Staff evaluates the a lication. The rocess includes:
Thorou h review of the a lication for com leteness and accurac
System will have capability of automatically generating letter to applicant if application is
incomplete, stating reasons for incompleteness based on user controlled checklist with user
abilit to edit. S stem shall be ca able of allowin this letter to be e-mailed or faxed.
c. System will have the capability of calculating all review fees based on information entered
into the s stem.
d. S stem will have the ca abilit of a I in re-a lication fee credit when a licable.
e. System has capability of accepting electronic submittals.
f. System will record the acceptance date of the complete application package and the name of
the staff member com letin the review.
g. System will not allow project to go forward until all fees have been paid and all defined
criteria have been met, unless authorized b su ervisor level user securit .
h. System will have capability of automatically generating letter to applicant if application is
complete, showing the assigned petition number and requesting specific amount of copies
required of the applications for distribution to reviewing staff, including Planning
Commission and Board of Count Commissioners.
59
5 S stem will automaticall assi n reviews based on a lication t e.
a. System will generate distribution memo based on staff input (agencies involved, ne U
reviews and all conditions of approval). Based on staff input, system will generate
distribution memo.
b. S stem will record an acce tance date.
c. System will record the date of distribution (date review be ins) and review de artments.
d. System will have the capability of assigning a due date based on standard guidelines
determined b Count mana ement and/or as mandated b Statc of Florida.
e. System will have the capability of assigning exclusive due dates when projects are identified
as fast track or ex edited.
f. System will have capability of capturing all reviews performed by various Departments and
their findin s, includin a holder for comments.
g. System will have capability of attaching various documents, be it Word, Excel, Scanned PDF
Documents tor s ecitic individual a lications.
6) Planner conducts analysis of requested comprehensive planning application and prepares staff
report from system generated form document populating applicant information and comments
submitted from other a encies as a licable.
a. System has the capability of generating staff report forms and any other identified forms
associated with application type, allowing user capability of adding/revising information as
needed.
b. System will have the capability of time tracking employee's review times for each
application.
c. S stem shall allow review comments to be entered based on defined securit .
d. System shall have the capability of retaining review comments and review dates for multiple
submittals re-submittals).
e. System should have the capability of creating letters and documents in Word format,
includin s ell check and standard formattin tools.
f. System should have the capability of allowing letters and documents to be e-mailed and/or
taxed.
g. System should allow e-mailed documents from applicant to be added or attached without
havin to be scanned.
h. System should automatically generate reminder e-mails to late review departments with the
abilit to override individual de artments as needed, controlled b user securit .
7) Hearing dates are scheduled tor the Planning Commission and/or Board of County
Commissioners as required public hearings for roposed a lication petitions.
a. System is capable of producing legal advertisement from torm document with user-controlled
dro down menu for user controlled s ecified Ian ua e.
b. S stem is ca able oflo ,in Ie al advertisement dates and advertisin costs.
c. System is capable of recording submission of affidavit of compliance regarding public notice
re uirements.
d. System is capable of recording change to advertising and hearing dates due to continuation of
hearin s.
8) System will have capability of populating a predetermined form with application information so
that it can be easily used as an attachment to, or be copied into, a County Commission agenda
item and contain all pertinent information.
9) System has flexibility to allow and record the following:
a. Amendment of application (change of request, etc)
b. Continuance of application
c. Withdrawal of application
60
d. Review results from Department of Community Affairs when issued an Objection,
Recommendation, and Comments Report (ORe) for Transmittal or a Notation of their No ice'
ofIntent for Ado tion for BCC a roved Amendments when a licable.
10) Public hearin on lannin a lications.
a. System will insert CCPC recommended motion tor petition into a predetermined torm that
can be easily used as an attachment to, or be copied into, a County Commission agenda item
and contain all ertinent information.
b. System has capability of generating letter of recommendation from system generated form
document based on staff in ut.. (CCPC sta e
c. System has capability of generating letter of final public hearing action from system
generated form document based on staff input. (BCC sta e)
d. S stem has ca abilit of eneratin continuance letter.
S stem has ca abilit of eneratin withdrawal letter.
II) S stem must have the ca abilit of storin and retrievin data.
12) S stem must have ca abilit of eneratin various standard re orts based on defined criteria.
13 S stem to have flexibili to allow multi Ie different t es of a lications.
14) StatJ conducts rocess of AUIR annually and EAR based amendments eve (7) years.
a. System will have capability oflogging the various meetings with various Departments who
determine Levels of Service tor Category A & B Facilities for AUIR, or logging various
meetings with various Departments for EAR-based amendments to the Growth Management
Plan.
b. S stem will have ca abilit to 10 'Worksho s/Hearin' dates for CCPC and BCC.
c. System will have capability to log assigned advertisement/public notice dates for AUIR
and/or EAR.
d. System will have capability to accommodate the AUIR & EAR process which begins on
s ecificall scheduled time frames of annual and/or (7) ears.
The remainder oJ this page is intentionally left blank.
61
V.5 Zoning and Land Development Review
10 J4_ .
Score Zoning Application Process - Zoning Permits
Zoning Functional Requirements
This process begins when a customer makes application for a temporary use permit, tree removal
permit, zoning certificate or any other Zoning Department process that may require an approved
ermit or certificate.
I) Upon submission of an application, staff will enter request type and parcel ID number (folio) and
a licant information into the s stem:
a. S stem will have tields for basic information based on user control table.
b. System will have capability of assigning an application prefix and number (application
number based on the t e of re uest. Uni ue refix for each t e of a lication).
c. S stem will have ca abilit to check and validate the ro ert address and ownershi .
d. System will have capability of a user-controlled checklist to verify application completeness
with checkbox for required and provided items along with note line.
e. System will have capability of calculating all review fees based on information entered into
the s stem
f. System will have capability of automatically generating letter to applicant if application is
incomplete, stating reasons for incompleteness based on user controlled checklist with user
abilit to edit.
g. System will not allow project to go forward until all fees have been paid and all defined
criteria have been met
2 Staff evaluates the a lication. The rocess includes:
Thorou h review of the a lication for com leteness and accurac
b. S stem has ca abilit of acce tin electronic submittals
c. System will record the acceptance date of the complete application package and the name of
the staff member com letin the review
d. System will have the capability of assigning a due date based on standard guidelines
determined b county mana 'ement
e. System will have the capability of generating an insufficiency letter based on reviewers
comments
Planner conducts site visit if necessar to confirm site information and validate
S stem allows user to add site visit/ins ection as a review, if necess
S stem will allow in ut of date and results of site visit (ins ection)
c. System will have the capability of time tracking employee's review and inspection times for
each a lication submittal
d. System shall allow review comments to be entered by only the user assigned to conduct the
review
e. System shall have the capability of retaining review comments and review dates for multiple
submittals (re-submittals)
4) System will have capability of populating a predetermined form (permit) with application
information
a. S stem has ca abilit of eneratin J ex iration date of ermit
S stem has flexibilit of allowin :
a. Renewal of a lication (amendment rior to ex iration)
b. Withdrawal of a lication
c. Refund of a lication fees, if a licable
6 S stem must have the ca abilit of storin and retrievin data
7 S stem must have ca abilit of eneratin various standard re orts based on defined criteria
62
Zonin Functional Re uirements
This process begins when a customer makes an inquiry on the potential to rezone property, obtain a
variance, conditional use, arkin' exem tion or other a lication re uirin ublic hearin .
I) Staff conducts a pre-application meeting with customer to review application requirements and
discuss feasibility of proposed requests. If staff determines that the request is not feasible, they
will recommend that the applicant not continue with the process.
a. Capability to allow applicant to request a pre-application meeting be scheduled through a
form filled out on the internet
The process begins after the pre-application meeting has taken place and the meeting results are
captured into the system until the customer submits the application.
a. S stem will have the ca abilit of acce tin a re-a lication meetin ' fee.
b. S stem will have fields for acce tin basic a licant information
c. Pro'ect shall be linked to Addressin Module b arcel ID number folio)
Upon submission of an application, staff will enter request type and parcel ID number (folio) and
applicant information into the system:
S stem will have fields tor basic information based on user control table.
b. System will have capability of assigning an application pretix and number (application
number) based on the ty e ofre uest. (Uni ue refix for each ty e of a lication).
c. System will have capability to check and validate the property address and ownership and
verif ro ert ID (tolio) number.
d. System will have capability of a user-controlled checklist to verify application completeness
with checkbox for re uired and rovided items alon with note line.
e. S stem will have ca ability oftrackin all fees.
f. S stem shall have the means to identi tast track and ex edited
4) Staff evaluates the application. The process includes:
a. Thorou h review of the a lication for com leteness and accurac
b. System will have capability of automatically generating letter to applicant if application is
incomplete, stating reasons for incompleteness based on user controlled checklist with user
abilit to edit. S stem shall be ca able of allowin this letter to be e-mailed or faxed.
c. System will have the capability of calculating all review fees based on information entered
into the s stem
d. S stem will have the ca abilit of a I in re-a lication fee credit when a licable
e. S stem has ca abilit of acce tin' electronic submittals.
f System will record the acceptance date of the complete application package and the name of
the staff member com letin the review
g. System will not allow project to go forward until all fees have been paid and all defined
criteria have been met
5) System will automatically assign reviews based on application type
a. System will generate distribution memo based on staff input (agencies involved, necessary
reviews and all conditions of approval). Based on staff input, system will generate
distribution memo.
b. S stem will record an acce tance date
c. System will record the date of distribution (date review be ins) and review de artments
d. System will have the capability of assigning a due date based on standard guidelines
determined b count mana ement
e. System will have the capability of assigning exclusive due dates when projects are identified
as fast track or ex edited.
,I
Score Zoning Application Process - Land Use Petitions
63
6) Planner conducts analysis of requested zoning application and prepares staff report from system
generated form document populating applicant information and comments submitted from other
a encles.
a. System has the capability of generating staff report forms and any other identified
associated with application type, allowing user capability of adding/revising information as
needed.
b. System will have the capability oftime tracking of employee's review times for each
a lication
c. S stem shall allow review comments to be entered based on defined securit
d. System shall have the capability of retaining review comments and review dates for multiple
submittals (re-submittals)
e. System should have the capability of creating letters and documents in Word format, including
s ell check and standard formattin tools.
f. System should have the capability of allowing letters and documents to be e-mailed and/or
faxed.
g. System should allow e-mailed documents from applicant to be added or attached without
havin to be scanned.
h. System should automatically generate reminder e-mails to late review departments with the
abilit to override individual de artments as needed
7) System is capable of producing legal advertisement from form document with user-controlled
dro down menu for user controlled s ecified Ian ua e.
a. System has capability of recording submission of affidavit of compliance regarding public
notice.
b. Staff will prcpare public hearing signs and provide signs and system will have capability of
generating notification documents, including list of surrounding property owners and map
showing parcels to be notified, based on information that will have to be extracted from the
GIS system, or, other means as determined b the vendor.
8) System will have capability of populating a predetermined form with application information so
that it can be easily used as an attachment to, or be copied into, a County Commission agenda
item and contain all ertinent information.
S stem has flexibilit of allowin :
Amendment of a I ication chan
Continuance of a lication
c. Withdrawal of a lication
10) Public hearing on zoning application by Collier County Planning Commission. Following the
CCPC action on a zonin a lication:
a. System will insert CCPC recommended motion for land use petitions into a predetermined
torm that can be easily used as an attachment to, or be copied into, a County Commission
a 'enda item and contain all ertinent information.
b. System has capability of generating letter of recommendation from system generated form
document based on staff in ut.
c. S stem has ca abilit of eneratin continuance letter.
d. S stem has ca abilit of eneratin withdrawal letter.
II Count Commission ublic hearin . Commission a roves, a roves with conditions or denies.
a. System has capability of generating letter of final public hearing action from system generated
form document based on statl'in ut.
b. System has ca abilit of generatin continuance letter.
c. S stem has ca abilit of 'eneratin , withdrawal letter.
12) S stem must have the ca abilit of storin and retrievin data
13) S stem must have ca abilit of 'eneratin ' various standard re orts based on defined criteria
\., .
64
Zoning & Engineering Application Process - Site Development Plan Applications
lOJ
Zoning & Engineering Functional Requirements
This process begins when a customer requests a pre-application meeting as a prerequisite to the Site
Development Plan process.
I) Staff conducts a pre-application meeting with customer to review application requirements and
discuss feasibility of proposed requests. If staff determines that the request is not feasible, they
will recommend that the a licant not continue with the rocess.
a. Capability tor accepting web generated form for applicant to request a pre-application meeting
be scheduled
b. Capability of accepting web generated pre-application form for review and discussion with
otential a licant with user controlled reci ient list.
2) This process begins after the pre-application meeting has taken place and the meeting results are
ca tured into the s stem until the customer submits the a lication.
a. S stem will have the ca abilit of acce tin a re-a lication meetin fee.
b. S stem will have fields for acce tin basic a licant information
c. Project shall be linked to Addressing Module by parcel ID number (folio)
3) Upon submission of an application, staff will enter request type and parcel ID number (folio) and
a licant information into the s stem:
a. S stem will have tields for basic information based on user control table.
b. System will have capability of assigning an application prefix and number (application
number) based on the t e ofre uest. (Uni ue refix for each t e ofa lication).
c. S stem will have ca abilit to check and validate the ro ert address and ownershi .
d. System will have capability of a user-controlled checklist to verify application completeness
with checkbox for re uired and rovided items alon with note line.
e. S stem will have ca abilit oftrackin all fees.
f. System shall have the means to identify fast track and ex edited ro'ects
4) StatT evaluates the a lication. The rocess includes:
a. Thorou h review of the a lication tor com leteness and accurac .
b. System will have capability of automatically generating letter to applicant if application is
incomplete, stating reasons tor incompleteness bascd on user controlled checklist with user
abilit to edit and also have the ca abilit of e-mailin , or taxin the letter.
c. System will have the capability of calculating all review fees based on intormation entered
into the s stem
d. S stem will have the ca abilit of a I in re-a lication fee credit when a licable
e. At the conclusion of data entry, the system must generate a pay slip with all applicable review
fees
f. S stem has ca abilit of acce tin electronic submittals.
g. System will record the acceptance date ofthe complete application package and the name of
the staff member com letin the review
h. System will not allow project to go forward until all fees have been paid and all defined
criteria have been met
1. System will prevent the intake of an application when certain special conditions exist (pending
a roval ofPUD, etc.)
stem will automaticall assi n reviews based on a lication t e
a. System will generate distribution memo based on staff input (agencies involved, necessary
reviews and all conditions of approval). Based on staff input, system will generate
distribution memo.
b. S stem will record an acce tance date
c. S stem will record the date of distribution (date review be ins) and review de artment.
65
d. System will have the capability of assigning a due date based on standard guideline1 0 I ,~.
determined b count mana ement v
e. System will have the capability of assigning exclusive due dates when projects are identified
as fast track or ex edited.
6) Reviewers conduct review ofre uested SDP a lication and re ares res onse
a. S stem has the ca ability of eneratin reminder task, electronic notification to reviewers, etc.
b. S stem will allow review comments, notes, u dates b authorized de artments and a encies
c. System will have the capability of time tracking employee's review times for each application
submittal.
d. S stem shall allow review comments to be entered based on user defined securit .
e. System shall have the capability of retaining review comments and review dates for multiple
submittals re-submittals
f. System has the capability of searching project data by project number, property ID number,
ro' ect name, artial name, a licant name, owner name.
g. System should automatically generate reminder e-mails to late review department with the
abilit to override individual de artments as needed.
h. System should have the capability of creating various letters and documents in Word format,
including spell check and standard formatting tools.
7) At the conclusion of all approved reviews the system must be capable of generating final
documents.
S stem has ca abilit eneratin a re-a rovalletter
b. S stem must be ca able of calculatin im act fees and eneratin a a sli
c. When required impact fees have been paid, system must generate an approval letter showing
an conditions of a roval
d. System has the capability of tracking a Certificate # (COA #) through all subsequent building
permits for the project, with capability of reporting number of building permits applied for, or
issued, tor each COA #.
e. System has the capability of maintaining account of impact fees paid, as well as maintaining
the account balance as a ments are a lied to subse uent buildin ermits.
8) System must have the capability of retrieving and displaying GIS - ArchView map layers such as
but not limited to, Zoning maps, FEMA maps, aerial photographs, topographic surveys and
linkin them to the ro'ect a lications
9) Prelimina and Final ins ection areas
a. System has capability to record inspection results and add any special conditions or comments
for relimin and final ins ections related to the subdivision ro' ect
b. S stem has ca abilit to record re uired re-ins ection fees.
c. System has capability to track Performance Guarantee Bonds to include expiration date and
abilit to enerate a ro riate res onse letter to a licant re ardin the status.
10) S stem must have the ca abilit of storin and retrievin ' data
II) System must have ca ability of generating various standard reports based on defined criteria
The remainder of this page is intentionally left blank
66
V.6 Environmental
lOJ
..,11
Score Environmental Application Process - Environmental Permits
Environmental Functional Re uirements
This process begins when a customer makes application for an agricultural clearing, vegetation
removal, and coastal construction setback line, construction in sea turtle nesting area, vehicle on the
beach, annual beach event or any other Environmental Department process that may require a
ermit.
Upon submission of an application, staff will enter request type and parcel ID number (folio) and
a licant information into the s stem:
a. S stem will have fields for basic information based on user control table.
b. System will have capability of assigning an application prefix and number (application
number) based on the t e of re uest. (Uni ue refix for each t e of a lication.
c. System will have capability to check and validate the property address and ownershi .
d. System will have capability of a user-controlled checklist to verify application completeness
with checkbox for re uired and rovided items alon with note line.
e. System will have capability of calculating all review tees based on information entered into
the s stem
f. System will have capability of automatically generating letter to applicant if application is
incomplete, stating reasons for incompleteness based on user controlled checklist with user
abilit to edit.
g. System will not allow project to go forward until all fees have been paid and all defined
criteria have been met
2) Statl' evaluates the a lication. The rocess includes:
a. Thorou h review of the a lication for com leteness and accurac
b. System has ca ability of acce tin' electronic submittals
c. System will record the acceptance date of the complete application package and the name of
the staff member com letin the review
d. System will have the capability of assigning a due date based on standard guidelines
determined b count mana ement
e. System will have the capability of generating an insufficiency letter based on reviewers
comments
3) S ecialist conducts site visit if necess to confirm site information and validate
a. S stem allows user to add site visit/ins ection as a review, if necess
b. S stem will allow in ut of date and results of site visit (ins ection)
c. System will have the capability of time tracking employee's review and inspection times for
each a lication submittal
d. System shall allow review comments to be entered by only the user assigned to conduct the
review
e. System shall have the capability of retaining review comments and review dates for multiple
submittals (re-submittals)
4) System will have capability of populating a predetermined form (permit) with application
information
S stem has ca abilit of eneratin ex iration date of ermit
5 stem has flexibilit of allowin :
a. Renewal of a lication (amendment rior to ex iration)
b. Withdrawal of a lication
c. Refund of a lication tees, if a licable
6) S stem must have the ca abi lit of storin and retrievin data
7) S stem must have ca abilit of eneratin various standard re orts based on defined criteria
67
Environmental Functional Re uirements
This process begins when a customer is required to submit and obtain County approval for an
environmental impact statement, coastal construction setback variance, certain special treatment
ermits or an other Environmental De artment rocess re uirin ublic hearin .
I) The rocess be ins when the customer submits the a lication.
2) Upon submission of an application, staff will enter request type and parcel ID number (folio) and
a licant information into the s stem:
S stem will have fields for basic information based on user control table.
b. System will have capability of assigning an application prefix and number (application
number) based on the t e of re uest. (Uni ue retix for each t e of a lication.
c. System will have capability to check and validate the property address and ownership and
verif ro ert lD (folio number.
d. System will have capability of a user-controlled checklist to verify application completeness
with checkbox for re uired and rovided items alon with note line.
e. S stem will have ca abilit of trackin all fees.
f. S stem shall have the means to identify fast track and ex edited rojects
3) Staff evaluates the a lication. The rocess includes:
a. Thorou h review of the a lication for com leteness and accurac .
b. System will have capability of automatically generating letter to applicant if application is
incomplete, stating reasons for incompleteness based on user controlled checklist with user
abilit to edit. S stem shall be ca able of allowin this letter to be e-mailed or faxed.
c. System will have the capability of calculating all review fees based on information entered
into the s stem
d. S stem has ca abijit of acce tin electronic submittals.
e. System will record the acceptance date of the complete application package and the name of
the staff member com letin the review
f. System will not allow project to go forward until all fees have been paid and all defined
criteria have been met
4) S stem will automaticall assi n reviews based on a lication t e
a. System will generate distribution memo based on staff input (agencies involved, necessary
reviews and all conditions of approval). Based on staff input, system will generate
distribution memo.
b. S stem will record an acce tance date
c. S stem will record the date of distribution date review be ins and review de artments
d. System will have the capability of assigning a due date based on standard guidelines
determined b count mana ement
e. System will have the capability of assigning exclusive due dates when projects are identified
as fast track or ex edited.
5) Specialist conducts analysis of requested environmental application and prepares staff report
from system generated torm document populating applicant information and comments
submitted from other a encies.
a. System has the capability of generating staff report forms and any other identified forms
associated with application type, allowing user capability of addinglrevising information as
needed.
b. System will have the capability of time tracking of employee's review times for each
a lication
c. S stem shall allow review comments to be entered based on defined securit
d. System shall have the capability of retaining review comments and review dates tor multiple
submittals (re-submittals)
..
Score Environmental Application Process - Environmental Petitions
68
e. System should have the capability of creating letters and documents in Word to .
includin' s ell check and standard formattin tools. v
f. System should have the capability of allowing letters and documents to be e-malled and/or
faxed.
g. System should allow e-mailed documents from applicant to be added or attached without
havin to be scanned.
h. System should automatically generate reminder e-mails to late review departments with the
abilit to override individual de artments as needed
6) System is capable of producing legal advertisement from form document with user-controlled
dro down menu for user controlled s ecified Ian ua e.
a. System has capability of recording submission of affidavit of compliance regarding public
notice.
b. Staffwill prepare public hearing signs and provide signs and system will have capability of
generating notitication documents, including list of surrounding property owners and map
showing parcels to be notified, based on information that will have to be extracted from the
GIS s stem, or, other means as determined b the vendor.
7) System will have capability of populating a predetermined form with application information so
that it can be easily used as an attachment to, or be copied into, a County Commission agenda
item and contain all ertinent information.
8 S stem has flexibilit of allowin :
a. Amendment of a lication (chan uest, etc.)
b. Continuance of application
c. Withdrawal of a lication
9) Public hearing on environmental application by Environmental Advisory Council and/or Collier
County Planning Commission. Following the EAC and/or CCPC action on an environmental
a lication:
a. System has capability to insert EAC and/or CCPC recommended motion for environmental
petitions into a predetermined form that can be easily used as an attachment to, or be copied
into, a Count Commission a enda item and contain all ertinent information as needed.
b. System has capability of generating letter of recommendation from system generated form
document based on staff in ut.
c. S stem has ca abilit of eneratin continuance letter.
d. S stem has ca abilit of eneratin withdrawal letter.
10) County Commission ublic hearin . Commission a roves, a roves with conditions or denies.
a. System has capability of generating letter of final public hearing action from system
'enerated form document based on staff in ut.
b. S stem has ca abilit of eneratin continuance letter.
c. S stem has ca abilit of eneratin withdrawal letter.
II) S stem must have the ca abilit of storin and retrievin data.
12) System must have capabilit of enerating various standard re orts based on defined criteria
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69
V.7 Engineering
10 J
.~~
Engineering Application Process - Engineering Permits
En ineerin Functional Re uirements
This process begins when a customer makes application for a blasting, excavation, vegetation
removal and site fill or early work order, or any other Engineering Dept. process that may require an
a roved ermit or an a roval rocess.
Upon submission of an application, staff will enter request type and parcel ID number (folio) and
a licant information into the s stem:
S stem will have fields for basic information based on user control table.
System will have capability of assigning an application pretix and number (application
number) based on the t e of re uest. (Uni ue refix for each ty e of a lication).
c. S stem will have ca abilit to check and validate the ro ert address and ownershi .
d. S stem will have ca abilit to link all a lications related to same arcel/ roO ect.
e. System will have capability of a user-controlled checklist to verify application completeness
with checkbox for re uired and rovided items alon with note line.
f. System will have capability of calculating all review fees based on information entered into
the s stem
g. System will have capability of automatically generating letter to applicant if application is
incomplete, stating reasons for incompleteness based on user controlled checklist with user
abilit to edit.
h. System will not allow project to go forward until all fees have been paid and all defined
criteria have been met
2) Staff evaluates the a lication. The rocess includes:
a. Thorou h review of the a lication for com leteness and accurac
b. S stem has ca abilit of acce tin electronic submittals
c. System will record the acceptance date of the complete application package and the name of
the staff member com letin the review
d. System will have the capability of assigning a due date based on standard guidelines
determined b count mana ement
e. System will have the capability of generating an insufficiency letter based on reviewers
comments
3) System will automatically assign reviews based on ap lication type.
a. System will generate distribution memo based on staff input (agencies involved, necessary
reviews and all conditions of a roval).
b. System will have capability for electronic notification tor review departments and reminder
task function.
c. S stem will record an acce tance date.
d. S stem will record distribution date
e. System will have the capability of assigning a due date based on standard guidelines
determined b Count mana 'ement.
f. System will have the capability of assigning exclusive due dates when projects are identified
as fast track or ex edited.
g. System will have capability of capturing all reviews performed by various Departments and
their findin s, includin a holder for comments.
h. System will have capability of attaching various documents, be it Word, Excel, Scanned PDF
documents or di ital hotos for s ecific individual a lications.
4) Staff conducts review of a lication acka e
a. System shall allow review comments to be entered by only the user/department assigned to
conduct the review
70
Score
Engineering Application Process - Subdivision Petitions
En ineerin Functional Re uirements
This process begins when a customer makes an inquiry on the potential to subdivide and/or re-plat
ro ert
12) Staff conducts a pre-application meeting with customer to review application requirements and
discuss feasibility of proposed requests. If staff determines that the request is not feasible, they
will recommend that the a licant not continue with the rocess.
a. Capability to allow applicant to request a pre-application meeting be scheduled through a form
filled out on the internet
13) The process begins after the pre-application meeting has taken place and the meeting results are
ca tured into the s stem until the customer submits the a lication.
a. S stem will have the ca abilit of acce tin a re-a lication meetin fee.
b. System will have tields tor acce tin basic a licant information
c. Pro'ect shall be [inked to Addressin Module b arcel ID number folio)
14) Upon submission ofan application, staff will enter request type and parcel ID number (folio) and
a licant information into the s stem:
a. S stem will have fields for basic information based on user control table.
b. System will have capability of assigning an application prefix and number (application
number) based on the t e of re uest. (Uni ue refix for each t e of a lication.
c. System will have capability to check and validate the property address and ownership and
verif ro ert ID (folio) number.
d. System will have capability of a user-controlled checklist to verify application completeness
with checkbox tor re uired and rovided items alon with note line.
e. System will have ca abilit oftrackin all fees.
f. S stem shall have the means to identif tast track and ex edited ro'ects
15) Staff evaluates the a lication. The rocess includes:
a. Thorou h review of the a lication for com leteness and accurac .
b. System will have capability of automatically generating letter to applicant if application is
incomplete, stating reasons for incompleteness based on user controlled checklist with user
abilit to edit. S stem shall be ca able of allowin this letter to be e-mailed or faxed.
c. System will have the capability of calculating all review fees based on information entered into
the s stem in accordance with ado ted Fee Resolution.
d. S stem will have the ca abilit of a I in re-a lication fee credit when a licable
e. S stem has ca abilit of acce tin electronic submittals.
f. System will record the acceptance date of the complete application package and the name of
the staff member com letin the review
g. System will not allow project to go forward until all fees have been paid and all defined
criteria have been met
16) S stem will automaticall assi n reviews based on a lication t e
a. System will generate distribution memo based on staff input (agencies involved, necessary
reviews and all conditions of approval). Based on staff input, system will generate distribution
memo.
b. S stem will record an acce tance date
c. System will record the date of distribution (date review be ins) and review de artments
d. System will have the capability of assigning a due date based on standard guidelines
determined b count mana ement
e. System will have the capability of assigning exclusive due dates when projects are identified as
fast track or ex edited.
72
17) Engineer conducts analysis of proposed subdivision plat application and prep . istra~iv~ ~
approval for reviews and executive summary for BCC hearing from system generated form
document 0 ulatin a licant intormation and comments submitted from other a encies.
a. System has the capability of generating staff report forms and any other identified forms
associated with application type, allowing user capability of adding/revising information as
needed.
b. System will have the capability of time tracking of employee's review times for each
a lication
c. S stem shall allow review comments to be entered based on defined securit
d. System shall have the capability of retaining review comments and review dates for multiple
submittals (re-submittals)
e. System should have the capability of creating letters and documents in Word tormat, including
s ell check and standard formattin tools.
f. System should have the capability of allowing letters and documents to be e-mailed and/or
taxed.
g. System should allow e-mailed documents from applicant to be added or attached without
havin to be scanned.
h. System should automatically generate reminder e-mails to late review departments with the
abilit to override individual de artments as needed
18) At the conclusion of all approved reviews the system must be capable of generating final
documents.
a. System has ca ability generating a pre-approval letter
b. S stem must be ca able of calculatin im act fees and eneratin a a sli
c. When required impact fees have been paid, system must generate an approval letter showing
an conditions of a roval
d. System has the capability of tracking a Certificate # (COA #) through all subsequent building
permits for the project, with capability of reporting number of building permits applied tor, or
issued, tor each COA
e. System has the capability of maintaining account of impact fees paid, as well as maintaining
the account balance as a ments are a lied to subse uent buildin ermits.
19) System will have capability of populating a predetermined torm with application information so
that it can be easily used as an attachment to, or be copied into, a County Commission agenda
item and contain all ertinent information.
20) S stem has flexibilit of allowin :
a. Amendment ofap lication (change of request, etc.)
b. Continuance of a lication
c. Withdrawal of a lication
21 Public hearin on subdivision lat. Commission a roves, a roves with conditions or denies.
a. System has capability of generating letter of final public hearing action from system generated
torm document based on staff in ut.
b. S stem has ca abilit of 'eneratin' continuance letter.
c. System has capability of generatin withdrawal letter.
22 Prelimin and Final ins ection areas
a. System has capability to record inspection results and add any special conditions or comments
tor reliminar and tinal ins ections related to the subdivision ro' ect
b. S stem has ca abilit to record re uired re-ins ection fees.
c. System has capability to track Performance Guarantee Bonds to include expiration date and
abilit to enerate a ro riate res onse letter to a licant re ardin the status.
23) S stem must have the ca abilit of storin and retrievin data
24) S stem must have ca abilit of eneratin various standard re orts based on defined criteria
73
V.8 PUD Monitoring
10 J
~""(
PUD Monitorin Process
Enter PUD into master List, announce rezone of PUD and chan e zonin ma s
The following requirements are for the ongoing monitoring of Planned Unit Developments to insure
stipulations specified in the approval process are met.
I) System should automatically notify monitoring group when a new PUD is approved, or when a
PUD Amendment is a roved.
2) The system should produce a blank monitoring report for each new or amended PUD, alert
monitorin rou that s ecific commitments can be loaded onto it.
3) System should link PUD name to project number subdivisions and all permits need to be linked
to the PUD name. It should also track PUD name chan es.
4) System should automatically maintain a PUD Master list (see attachment #1) that can be posted
on the website.
5) System should produce notitication letters to all owners within the PUD 60 days prior to the due
date of the Annual Monitoring Report (anniversary ofthe date the PUD was approved). Owner
information is available in GIS/ A raiser's records
6) When no submittal is received from an owner, the system should generate a certified mailing five
days after the due date of the Annual Monitoring Report, which includes a Code Enforcement
date that occurs after 21 da s.
7) If submittal is not received from the owner before the Code Enforcement date, the system should
automatically send the PUD owner to the Code Enforcement Department tor action and flag the
file.
8) When Monitoring Reports are received and entered into the system, a checklist is needed to
check for sufficienc
9) Insufficiency is found (missing items), the system should generate a letter to the owner
re uestin the missin information.
10) If information is not submitted within 30 days, system should generate a certified letter to the
owner that includes a Code Enforcement date after 21 da s.
II) If, after 21 days, the missing information has not been received, the system should send the
owner to the Code Enforcement De artment for action.
12) The system should also track traffic count information separately (which option was chosen, if
count has been submitted, payment-in-lieu has been received, or a waiver has been granted). It
should also enerate re orts based on outstandin /overdue counts.
13) System should maintain a list of Reviewers trom various departments and allow the operator to
select which reviewers to send the com leted re ort to for review.
14) Reviewers have 21 days to complete reviews tor each PUD. System should be able to record
distribution and com letion of Annual Monitorin Re ort reviews.
15) When all selected reviews are complete, the system should notify the PUD Commitment
Coordinator that a findin s letter is due.
16) System should maintain a form tor notification for Findings letters that the Coordinator can use
to write Findin s notice.
17) The system should record Findings notices sent and allow addition of comments from staff when
com liance action is noted.
18) The system should track the compliance/non-compliance status of each PUD and flag non-
com liant PUD's for follow u eve thirt days.
19) The system should maintain all of the information on each PUD that is currently stored on the "I"
Drive in individual tolders tor each PUD (including all written and electronic correspondence,
ordinances, Monitoring Reports, traffic count submittals and reviews from various departments.
Scanned documents need to be added to files.
74
20) The system should have the capability to pull up various reports: overdue monitor" I s,
overdue reviews from each department, # of owners sent to Code Entorcement, n~~r ;;r
findings letters sent out, etc.
21) The system should generate weekly statistical reports that note the number of notification letters
sent, number of certified letters sent, number of reports sent out tor review, number of reviews
received back into the department, number of Annual Monitoring Reports received, number of
Findings notices sent, number of owners turned over to Code Entorcement, etc.
22) The system should also tabulate these figures for a monthly report and maintain year-to-date
totals for all activities.
23) South Florida Water Management information should also be included in the project file. The
system should note the permit number(s) tor the project and the date that the permit was
transferred to the Homeowners Association and has been finalized by SFWMD.
24) The system should note which PUD's are also DRls (Development of Regional Impact). DRI
specific notification letters are needed.
25) PUD owner address intormation should be updated at the same time that it is updated with the
Appraiser's office. The Annual Monitoring Report should be updated, the PUD Contacts
database should be undated and the automatic notification application should be updated.
261 The svstem should allow PUD's to be flagged for Audit purposes
27) The system should track reports tor Audit purposes (review comments, audit review findings
notices, comnliance status) and maintains a running list of all PUD's that have ever been audited
28) The svstem should track Sunsetting dates for each PUD.
29) Active, Built-Out, Completed and Sunsetted status should be tracked bv the svstem
30) The system should track devclopment of dwelling units and commercial square footage for each
PUD through the issuance ofCOs and automatically update Annual Monitoring Report form and
PUD Master List with correct information.
31) When subdivision reaches build-out or completion, system should generate a Final Inspection
Checklist and schedule a final inspection for that subdivision. At this time, a turnover
notification should be generated and sent to the owner.
32) When turnover notitication is received from the developer, PUD monitoring stat!' should be
automatically contacted to make them aware of the creation of a new POAlHOA so it can be
added to the website.
33) System should track outstanding items on the final inspection and generate follow up letters
everv thirtv davs. It should also allow Coordinator to enter comments about comnliance efforts.
34) System should have the capability to identify/ print information to new HOAs/POAs regarding
open permits (should include SFWMD) and commitments, results of Final Inspection checklist,
conies ofreceints for any payments-in-lieu, outstanding fees
35) System should notify PUD Monitoring staff when the total project is nearing completion,
authorized number of units or square footage is close to CO'ed amounts, and is about to be
turned over to a Master Association and generate the same actions (listed above) regarding final
inspection and turnover.
1ft
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75
V.9 Operations Support and Housing
10 J
-ill
~ "~
Score Cash Management
I) Capture payment and billing information and display escrow account balances in real-time.
Allow the various forms of payment methods, including cash, escrow deduction, check,
waivers/deferrals, IGC transfers, and credit cards (for express permits only).
2) Users must be able to calculate impact and permit fees in different areas of the review process,
and create payment slips to present to the cashiering staff. Payment methods include checks,
cash, and transfers for IGCs, DCAs, and COAs.
3) Credit cards will be accepted tor a select group of express permits only and all Rental
Registrations. Cashiers must be able to generate a receipt, the permit and an inspection card.
4) Payment slips: All fee entries that generate a payment slip are required to provide user's name
er line item. Chan es to a ment sli are re uired to ive last user's name on a ment sli .
5) Official Receipts: Official Receipt will have TWO names: the users that entered fees to create
payment slips or invoices, and the cashier that processed receipt. This requirement is necessary to
record and track all users that enter, change, delete or modify payment slips. Usernames and
assword securit will be re uired to allow onl authorized staff to erform these functions.
6) The system must include the ability to associate all monies collected with the County's general
ledger accounting codes. Cashiers must be able to create a transaction report to balance their cash
drawer. Next the supervisor must be able to complete the daily closing reports, create the GL
Extract file, balance the days work and send the GL Extract file through an automated FTP and
transactional Interface with Clerk of Courts finance system, SAP. This process is required daily
for three cash locations. The s stem must be able to add additional cash locations.
7) The application should be able to confirm that the daily interface with the SAP FTP site was
successful.
8) Ability to monitor refunds and partial refunds, utilizing status of receipts. Comment area for
descri tion and detail.
9) Abilit to run re orts tor status of recei ts (transactions for refunds.
10) Daily Transaction Report, for each cashier, totals for cash, checks, grand transactions totals and
Number oftransactions er cashier er da re ort.
II) Pa ment Summ b Fee Codes Re ort
12) General Ledger Account Report (AKA) General Ledger Fee Summary Report (see example
re ort.
13) Maintenance tables must be access restricted by password. The system must provide the ability
for users to add, edit, activate, deactivate, and delete (to achieve) all fee codes, access details
such as associated dollar amounts for fee codes, GL accounts, fee types, and status in the system.
Provide the following information: last update date, last user name, previous update, and
previous user update. Provide reporting capability similar to the current system reports that sort
b fee code GL Account.
14 Fee Code Re orts Abilit to sort b fee code or General Led er Accounts).
15) Fee calculation capabilities must be provided by the system for assessing and collecting the
County's non-residential and residential land development. A sample of the fee types include;
development request, impact, permit, certificates, licensing, report generation, surcharges,
utilities related charges, late tees and fines.
16) Integration with many peripherals including credit card processing, cash drawers, check
verification usin 'S stem enerated uni ue numbers for control oses, and others.
17) The system must be capable of automatically calculating and recording detailed tee payments
(personal check, certified check, money order, credit card, debit card, or escrow account and
other means of electronic commerce), posting payments directly to specitic fund accounts, and
maintainin a a ment histor e.., a ments, refunds, subse uent assessments, etc.).
76
V.IO General Requirements
10 J
~ ...'
Score Miscellaneous Division Requirements
General Functional Re uirements
I) System has capability to add fields to an application regulated by user security. Field is added
and activated as s ecified b ro rammable date.
2) System has capability to assign an expiration status for any tield which is no longer visible, but
need to kee intormation tor historical u oses.
3) System shall minimize the amount of keyboard use and enforce data input consistency with
lookup tables, drop menus and pick lists to allow the completion of activities with few
ke strokes.
4) S stem has ca abili to research a lications based on multi Ie user defined arameters.
5) System has capability to track all application life cycle status, (pending, accepted, review,
resubmit, revised, released, closed, etc.)
6) System has override ability to add any special conditions or stipulations, based on user control
securi t .
7) System has capability to track/identify special conditions or stipulations that effect future
develo ment orders (i.e. Buildin Permits, SDP's)
8) System has capability to allow field inspectors to have access to electronic version of approved
ro' ect drawin s.
a. System has capability to allow field inspectors to add comments to the drawing and/or in note
line of the record.
b. System has capability tor the additional comments/notes made to drawings to be saved an
attachment with version number controls.
c. System has capability to record/track personnel and date time stamp of whom and when
chan es were made.
9) System has capability to allow inspectors to reassign inspections electronically in the field,
controlled by user security.
10) System has capability to place Certiticate of Occupancy holds on a project as warranted by
com liance with re uired re ulations.
II) System has capability to maintain historical record of changes made to applications in all
modules. (Example: the status of a review should not be over written when the status changes
from one review cycle to the next. Each new entry for each new review cycle should be added to
the record to include status, comments, user name and date time stam ).
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77
V.II Systems Administration
10 J
.~ ~
Score System Administration
Administrator Functional Re uirements
I. The system shall include multi-leveled security that can be maintained by the County's system
administrator. The technical training provided by the Vendor is to address the security schemes
and their continued maintenance by the system administrator. System security shall encompass
the followin ex ectations:
2. The a lication must allow the s stem administrator to:
3. 1m ort user names, asswords, and rou s from Active Director
4. The administrator must be able to create and edit user's access permissions by reassigning users
to rou s or addin or deletin additional ri 'hts to users based business re uirements.
5. Track all changes to user accounts with date stamps and record the name of the administrator who
made the chan 'e
6. Ex ire user accounts but not delete them
7. Trackin and mana ement of licenses.
8. Access privileges to the system functions and data manipulation must be based on user logon
authorization.
The s stem must:
a. Confine access based on user rivile es
b. Promote unlimited rou user ri hts classifications definitions
c. Enforce server to field level securit
10. Enable authorized staff to:
a. Modify various tables and fields to adapt quickly to future changes in business
rules/operations across all functional areas (e.g., fees, penalty assessment, committees,
reviews, due dates).
b. Allow the Administrator to recontigure the application GUI either through the modules or the
database and confi 'ure tables, screens, re orts, and data ex orts without Vendor involvement.
II. Provide a method to:
a. Regulate logon/work group authorization to add or modify the physical address fields of all
ro'ect/ ermit records.
b. Limit other system users to dis la onl ca abilities.
12. User logon must grant authorization for maintenance of master tables containing County specific
codes, street names, subdivision name, and so torth.
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78
V12. External System Interfaces
01:.-:' .4"''.
I: r
do \,,)
" .f
Score External System Interfaces
Functional Re uirements - GIS S stem Interface
I) The system will integrate with the Collier County's GIS software application to provide maps
from a central database. The system must give staff direct access to view geographic
representations of all land use, zoning, and infrastructure information associated with a parcel,
ermit, ins ection, or Ian reviews.
2) Provide the capability of relating to the geographic elements of the database(s) maintained by a
GIS system. This system will provide users with the capability of seeing either tabular or graphic
data intormation utilizin the most recent version of Arc Ma b ESRI.
3) The system shall have the ability to do all functions of Geo-coding as outlined by Collier County
as it relates to GIS and this new system. It shall also have the capability to do address matching
and editin .
4) The system will integrate with Collier County's ESRI-based GIS. At a minimum the system will
need to support ESRI relates and joins to associate system attributes to corresponding spatial
records. The system must support not only ESRI-centric applications based on system data, but
the abilit to inte rate ESRI ma s into the s stem interface.
Functional Re uirements - Electronic Document Ima in
I) The users should be able to scan, import, export and view standard image formats that relate to a
project, permit or code case application from inside the module's GUI and transparent to the
user.
2) Provide interoperability with the following standard image formats: BMP, GIF, JPG/JPEG, PDF,
PNG and TIF/TIFF.
3) Provide access to data from any TWAIN compliant image peripheral using the high-level
TWAIN API. TWAIN image peripherals include desktop & workgroup scanners, hand scanners,
digital cameras, image databases, frame grabbers or any other raster image source that complies
with the TWAIN rotocol and API.
Functional Re uirements - Internet A lication Interface
I) The system shall have the ability to provide blank Permit Applications and Inspection Request
forms for com letion via the Internet.
2) Provide real-time, direct access via the Internet to Collier County's permit and land management
activities
3) Citizens and businesses must be able to apply and pay for permits or app requests, schedule
inspections, check the status of an app request, permit, inspection, or print an approved permit
directly from the Internet, 24 X 7.
Functional Re uirements - Interactive Voice Res onse
I) The selected vendor has choice between the followin two 0 tions:
a. Propose an IVR system as part of their RFP response that meets the Collier County's
re uirements; OR
b. Proposed application must integrate with an IVR system and meet the required specifications
listed below;
2 Pro osed s stem must su ort a minimum of 8 analo hone lines
3) Changes requested through the Integrated Voice Response (IVR) system must be immediately
reflected when a ermit, case or roO ect is accessed.
4) The voice-activated system must notify the requestor if a contractor is not valid and notify a
caller if there is a Certificate of Occu ancy' hold' on a permit.
5) The proposer's database must include fields to store addresses, phone numbers, email addresses
and fax numbers.
79
6) System must generate and send canned fax and email messages with permit inspection results a J
soon as the ermit record is u dated
7) Allow contractors who hold licenses in Collier Count to check the status of information such as:
a. License ex iration date
b. Renewal amount
c. Pa ment information
d. Check to see when renewal mailin s will occur
Provide a menu 0 tion for the IVR s stem to:
Direct callers to the staff voice mailboxes by the voice mail box number if known, or spell
out a ortion of the desired staft's name.
Prompt the caller to enter a call-back number and the IVR system will page the staff member
and dis la the call back number.
IVR s stem must:
a. Generate an audio file for system prompts and responses, so the jurisdiction does not have to
record voice segments
b. Dynamically generate responses for street names as they are read directly from the host
database, while menu rom ts are detined and stored durin the call flow desi n.
Functional Re uirements - Financial Mana ement S stem
I Collier Count em 10 s SAP as their financial mana ement s stem (FMS).
2) All monetary transactions generated with in the Land Use and Permitting application must
interface with SAP.
3) Every Monday through Friday the system must produce an electronic transaction text files from
three se arate cashierin locations.
4) The existing system sends the file to SAP via an FTP connection through a secure firewall that
requires a user name and assword to the SAP system.
5) Collier County prefers that the interface process with SAP be as automated as possible with
limited or no user intervention.
6) Once that transaction is completed the system will be required to send the user a confirmation
that the interface was successful.
Functional Re uirements - Network Connections to Remote Sites
I) Collier County's Community Development and Environmental Services Division currently have
one satellite office that accesses the business a lication.
2) There are also several other County divisions outside of the North Horseshoe Drive location
that access the a lication.
3) Network connects vary greatly and thus require the Land Use and Permitting application to run
over a minimum network seed of 19Kb.
Functional Re uirements - Wireless Interface with the Land Use and Buildin a lication
I) From anywhere in the tield, personnel must be able to collect, track, update or view historical
data for ermit ins ections and code cases.
2) Inspectors must be able to synchronize with the server whenever a connection is available
wirelessly (or wired) through a virtual private network (VPN) into Collier County's network and
the a lication database server.
3) Store and forward ca abilit must be inte rated into the mobile client software.
4) The application must be able to assign, reassign, sort, and route inspections by inspector,
ins ector disci line, and eo ra hic location.
5) The application can be formatted to pre-fill most of the data automatically, and location
intormation can be ra hicall resented.
6) Code Inspectors should be able to issue a citation for multiple classes of violations and fill out
incident re ort torms.
7) Permit ins ectors must be able to schedule re-ins ections
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1.
VI. Technical Specifications
81
VI.I BCC Network Technical Specifications
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General:
All software applications submitted to Collier County Government are required to adhere to the following
requirements.
. No software application can require elevated permissions on the desktop.
. All software applications must include online help capability.
. All software application submissions must include a hardware topology and recommended hardware
contigurations.
a Deliverables:
. Topology Diagram
. Recommended hardware requirements document for both client and server
. Network bandwidth requirements
. Full installation documentation for both clients and server( s)
. Established maintenance routines and procedures must be included with the delivery of
the proposed application
. All software applications must run over TCP/IP - Ethernet. Named pipes will not be accepted.
. All software applications must utilize Microsoft Operating System, current release with current patches
and service packs, on the servers and/or desktops.
. All software applications must be the latest functional version of the software proposed at the time of
system acceptance by the County. Vendor is required to notify Collier County whenever new releases
become available and when current releases are no longer supported.
. All software applications must enforce the County's regulatory procedures where applicable (Regulatory
procedures that apply for state and local will be identified within the functional requirements where
applicable). Regulatory rules must be enforceable through the application.
. All software applications must support role-based security.
· All software applications must have toll-free telephone support through a Customer Help Desk and must
be available Monday through Friday 7 a.m. to 6 p.m. (US) EST. Preference will be awarded to proposed
applications that have a knowledge base in place.
. All software applications must support package detinition tiles with silent install without user
interaction, using SMS current version. Supported installation packages include:
a MSI, Microsoft Windows installer MSI compatible
a Wise from Wise Solutions, Inc.
a Install Shield from Macrovision Corp. (USA)
. All software applications must support virtual servers at current revision levels including: (Collier
County intends to utilize virtual servers for production, development and testing.)
a VMWare ESX server
a MS Virtual Server
. All software upgrades or changes required by the selected vendor must be made in a Collier County
Standard test environment and certified prior to moving into a production environment; currently this is
a Microsoft environment.
. Applications may not use Exchange Event Sinks or Exchange Public Folders.
Security:
All software applications submitted to Collier County Government are required to adhere to the following
security requirements.
· All software applications must use Windows Authentication based upon Active Directory. No hard
coding account access is allowed by Collier County Government.
82
Database:
.
All software applications submitted to Collier County must operate on the server by running under tliI 0
context of the local account. On the application side should use individual login and not an elevated.!. "
account status.
All vendor access will be done via VPN access only. All access must comply with current published
County Manager Agency (CMA) policies. Current policies that apply are CMA 5402 and CMA 5403,
CMA 5405. These policies will be attached as an exhibit to this RFP available by request from the
Intormation Technology Department. All vendors will be required to adhere to IT Policies for access to
the Collier County network.
o Vendors are required to notify Collier County Government in writing 24 hours in advance as to
when access to the network is planned. Included in this request must be a detailed work plan
with actions that will be taken at the time of access.
All software applications must be compatible with all Microsoft security patches and updates within
fifteen (15) days of release.
Any vulnerabilities or exploits discovered by the vendor or others for the proposed application must be
reported to Collier County Government immediately with a proposed mitigation strategy.
All code that requires passwords, the password shall be encrypted with 128 bit encryption.
All code which requires storage of sensitive data must be encrypted in 128 bit encryption. (Some
examples of where this would apply might be but not limited to credit card data.)
All software applications must comply with all federal, state and local regulations.
o Deliverables for Security:
. List of vendor employee names that will require access and their roles (This deliverable
will be due at project kickoff pending vendor selection.)
,
.
.
.
.
.
.
All software applications submitted to Collier County Government are required to adhere to the following
database requirements.
. Have an exposed API and set of documents of methods and components to utilize the API, or have a
provided Web Service with proper documentation, such as a WSDL.
. If the application uses property addresses, then it must be able to consume the County's address
validation web service. This shall be demonstrated via a Proof of Concept that consumes the public
facing web service that is documented in Appendix A.
. A database schema structure shall be supplied with the application, and it should include the capability
of Collier County to extend the database schema
. All software applications are required to use MS SQL Server, current maintained version with service
packs.
. All database patches must concur with the security portion of the technical requirements.
. All software applications must be able to reasonably co-exist on currently existing database servers
within Collier County Government.
. Software vendors will acknowledge in writing prior to selection, that Collier County Government will
own any and all data and the database that data resides on.
o Deliverables for Database:
. Vendor must provide scripts in order to recreate database schemas, stored procedures and
etc.
. Database schema with a data dictionary detailing all entities and attributes.
. Recommended practices document for support and maintenance of the database.
83
Training: 10 .)
All software applications submitted to Collier County Government are required to adhere to the following
training requirements.
. Training must be scheduled at least forty-five (45) in advance to ensure training room availability since
multiple implementations are occurring. Training materials, curriculum to be covered and identification
of which Collier employees should attend must be provided thirty (30) days in advance of scheduled
training. Any training courses that require use of data, data should be installed and tested prior to the
scheduled training date.
. The vendor shall provide training in the area of end-user and technical support staff. All training shall
be conducted in Collier County, Florida. All training must be instructor led, Collier County will not
accept any type of "train the trainer" in lieu of instructor led training.
. The vendor shall provide training in the operation and maintenance of the system for the County's
Information Technology support staff.
. Training shall cover the fundamental design of the software and the mechanics of the operating program.
Training shall be structured such that designated trainees will understand the operation, maintenance,
backups, security and the database of the system.
. The design shall be sufficiently intuitive to employees with limited computer knowledge to operate the
system in a reliable/accurate manner after completing the Vendor training supplied under the base price
of contract with the selected vendor.
Documentation:
All software applications submitted to Collier County Government are required to submit the following
documentation if short listed. Documentation must be delivered if selected in both electronic (preferred in MS
Word format) and paper version. Documentation is required to be updated with a new version or upgrade.
Collier County reserves the right to copy documentation for internal use only. The number of copies of all
documentation must correspond with the number of bound responses requested during the Request for Proposal
(RFP) Process.
. End-User training documentation
. Administration documentation
. Installation documentation
. Maintenance documentation
. Disaster recovery documentation
. Procedures specific to the application
. Information Flow Diagram of Application upon completion of project
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84
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VII. System Cost Requirements
85
VII.l System Cost Requirements Introduction
I) All proposers' must complete the following spreadsheets, located in this section:
J" ''''''I
10
. Schedule I: Implementation Costs Summary
. Schedule 2: Licensing Fees by Module
. Schedule 3: Projected Hardware Costs
. Schedule 4: Professional Services
. Schedule 5: Training Costs
. Schedule 6: Travel and Other Costs
. Schedule 7: Additional Required Software
. Schedule 8: Collier Internal Implementation Staff Costs
2) For the purposes of price quotes, please use an estimated total number of400 active user accounts.
3) Additional spreadsheet specitic assumptions may be listed on individual sheets. All sheets must be
completed in full. Please submit additional sheets as needed.
4) Collier County has a preference to establish an enterprise licensing arrangement with any selected
vendor, thns minimizing internal overhead. Licensing quotes which outline this, or both this and
traditional licensing schemes, will be given preference in scoring.
86
VII.2 Summary Total for Software, Hardware, Professional Services..
Thefilrm below is an embedded Excel spreadsheet. Double-click to access spreadsheet.
~lementation Costs - Pricing Sheets
Schedule 1 of 8: Summary
10 J
Summary of Total Software, Hardware, Professional Services, and Maintenance Costs
Module Proposed Cost Explanation/Notes (if necessary)**
Software License Fees (Schedule 2)
Professional Services (Schedules 4, 5, & 6):
Implementation Services (Schedule 4)
Data Conversion Estimate (Schedule 4)
Interface Estimate (Schedule 4)
Training (Schedule 5)
Travel and Other Costs (Schedule 6)
Total Cost During Project Period
Additional Expenses Borne by Collier County
Module Proposed Cost Explanation/Notes (if necessary)**
Hardware Costs (Schedule 3)
Additional Req Software (Schedule 7)
Collier Staff Cost Estimate (Schedule 8)
Total Cost During Project Period
Ongoing Maintenance & Support (Years 1-5)
Period Proposed Cost ExplanationlNotes (if necessary)**
Year One'"
Year Two
Year Three
Year Four
Year Five
"Please identify the time at which "Year One" support begins (e.g., once software goes into production).
""Attach additional notes (ifneeded) to provide full explanation.
Assumptions/Additional Comments
Li,n hac lite 1IJalmcmmCl! & support .\tarring point and ultima! Crtf" in ;trow/h.
41\IJ Ii"I all orh",,. its,lump/ions iOui use (fdditilJnai~p(rce if neff',U'ury,
87
VII.3 Licensing Fees by Module
The/orm below is an embedded Excel spreadsheet. Double-click to access spreadsheet.
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Ilmplementation Costs - Pricing Sheets
Schedule 2 of 8: Licensing Fees
Detailed Ucensinn Fees Bv Module
NUmber or r..----P-.r
Module Prooo..d Cost Users/Employees User/Employee EXDlanatlon/Notea lIf nec....rv)-
List all modules included in requirements response:
Subtotal
-Attach additional notes (If needed) to provide full explanation.
Assumptions/Additional Comments
List aU otiwr assumptions heM,
The remainder of this page is intentionally left blank.
88
VIlA Hardware Costs
The form below is an embedded Excel spreadsheet. Double-click to access spreadsheet.
10 J
I!!!!Plementation Costs - Pricing Sheets
Schedule 3 01 8: Hardware
I
Detail List of HardWare
Hardware Prooosod Coot ExolanaUonlNotes III neces..ry)-
List all sever requirements (Manufacturer, Model and Size)
Subtotal
Discountable Software
Less Discount
Total License Fees
"Attach additional notes (if needed) to provide full explanation.
jAssumptions/Additional Comments
List aU other assumptions here.
The remainder of this page is intentionally left blank.
89
VII.5 Estimated Vendor Hours
The/arm below is an embedded Excel "preadsheet. Double-click to access spreadsheet.
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1m lementation Costs - Pricin Sheet
Schedule 4 of 8: Estimated Vendor Hours
stlma ro lona efVIces y mp ementat on ase an
Activity
1. Estimated Vendor Hours and Costs
er mpemen "
DataConvlnlion Interfaces Serviele' Total
Activity Phase """. Rate" Cost Hours ..... Cost Hours Rat" Cost Hours e,,,
List effort lor each module
pricedonsheel2
add additional cells if needed)
Total
. PI.... u.. (and .pecffy) the propr,ned blended r.tte for '/fch ph....
jAssumptions/Additional Comments
The remainder of this page is intentionally !ejt blank.
90
VII.6 Training Costs
The form below is an embedded Excel spreadsheet.
Double-click to access spreadsheet.
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.Implementatlon Costs - Pricing Sheets
Schedule II of I: TralnlngCosts
&tJmamd Cost afTralnllIfI by PhIne
1.y,.11II Hou..ondeo.t.AuTraI...
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This document rmst Include: definition of tr"ning "unrt" (I.e. l1om,naU day, lull day. oIc.): training met~odaIogYa5.<xi"'ed with
.pecirlCcos";nurnberof.tudenlspercl....,andlocatloooftroln'''il
The remainder of this page is intentionally left blank.
91
VII. 7 Travel and Other Costs
The form below is an embedded Excel spreadsheet. Double-click to access spreadsheet.
~Iementation Costs - Pricing Sheets
Schedule 6 of 8: Travel and Other Costs
Phase I Phase II Ph... III Pha.. IV Ph... V Total
Phase Caloaarv Cast Cost Cost Cast Cast Cost
Total
Assumptions/Additional Comments
The remainder of this page is intentionally left blank.
I [) J""I:~
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92
VII.8 Additional Software Costs
The jiJrm below is an embedded Excel spreadsheet. Double-click to access spreadsheet.
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Ilmplementation Costs - Pricing Sheets
Schedule 7 of 8: Additional Software
Number of Fee Per
Third Partv Software fUst IndividuallY) Prooosed Cost U..rsJEmployees User/Employ.. ExolanatlonINotea flf neeusarv'"
Subtotlll
L1stPrlcel
Discountable Software
Less Discount
Total L1cen.. Fees
AssumptionstAdditional Comments
List aU ctiler assumptions !lere,
The remainder of this page is intentionally left blank.
93
VII.9 Professional Services
The form below is an embedded Excel spreadsheet. Double-click to access spreadsheet.
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ICollier Implementation Staff Costs - Pricing Sheets
Schedule 8 of 8: Professional Services Estimated Professional Services By Implementation Phase and Activity
Assumed Government Participation Hours (please input the estimated total (for all customer personnel)
All Other Implementation
Data Conversion Interfaces Services Total
Activity Phase Hours Rate* Cost Hours Rate* Cost Hours Rate. Cost Hours Cost
List effort for each module priced on sheet 2
(add additional cells if needed)
Total
Assumptions/Additional Comments
"hourly tuil pc/soli/wi COSl rate 01 $.10 to be used in ca!culatltms
The remainder afthis page is intentionally left blank.
94
VIII. Required Proof of Concept Demonstration
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95
Proof of Concept Testing
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These are the rules for the 'Proof of Concept' final selection demonstration. Vendors will be required to tollow
the script furnished in this section of the RFP. During the testing members of the Selection Committee will not
be permitted to ask the vendor questions. Time period for questions and answers will only be permitted after
the demonstration.
Any of the following situations will result in the vendor receiving a lower score for this portion of the selection
criteria or potential disqualification. The use of screen shots or "canned applications" for any portion of the
test, inability to complete any of the required processes, failure to bring your own equipment or comply with
other items of the below Hardware or Data Requirements (except where Collier County indicates in advance
that it will supply the equipment), the application receives error messages throughout the test period, running
the database and the client on the same machine is not acceptable (the vendor must demonstrate that the
application can communicate over an Ethernet network), and inability to comply with time and scheduling
agreements.
GIS Demonstration - A demonstration will be conducted by each vendor which outlines their systems ability
to maximize Collier County's investment in GIS technology. GIS capability is to be demonstrated at each
relevant locale during the Proof of Concept event. Results of this demonstration will be graded as outlined in
Section IV.2 Phase 2.
Hardware Requirements
The vendor must supply two separate servers that contain the application database and GIS database and at least
two client machines (more would be preferred) configured with their database and application and any other
equipment needed for connectivity (switch or router, patch cables, etc)
The servers will have Microsoft Server 2003 installed with the latest service packs and security patches (a list of
which must be provided at the demonstration).
Database server will have Microsoft SQL 2000 installed with the latest service packs and security patches (a list
of which must be provided at the demonstration).
Client machines will have Windows XP Professional with Service Pack 2 and the most recent security patches
installed.
A list of all service packs and security patches for all Windows operating systems installed on the servers and
client must be provided at the demonstration.
The client machine will be connected to a projector (which Collier County will supply) so that all Selection
Committee members can view the test. However the application must be opened on both machines in order to
demonstrate that the application can handle multiple connections.
The vendor will supply a printer of their choice so that they can comply with the requirements of the script.
Data Requirements
The vendor will supply their own data tables for the purposes of this test, which would include fee codes, fee
calculations, permit types, license types, petition types, review departments, parcel data, GIS layers, or any data
necessary to complete the required proof of concept demonstration. Any application, permit, case, or license
must be created in real time during the demonstration.
96
Throughout the various milestones of the script demonstrate how the application entorces data integrity by
entering free text in a numeric field, entering text in a date fields, entering a date in a text field, or not enterilo,
data in a required field.
~.,
Proof of Concept Script and Milestones
Systems are to demonstrate the below capabilities, or acceptable alternate methods of accomplishing
milestones. The process used as an example for the Proof of Concept is illustrative only, and is not meant to be
inclusive or completely representative of actual Collier County processes.
Each Milestone can be awarded up to 3 Points, dependent upon success of demonstration.
Ease of system usage, layout, and system innovation awarded up to 5 Points.
Proof of Concept Script
Received a code enforcement related complaint from a citizen. The owner of 50 acres of land located in a
residential zoning district decides to build attached town homes on 25 acres and hires a company to begin
clearing the property. The nearest neighbor to the property is unhappy about the bulldozer knocking down the
trees next their property and calls Code Enforcement to investigate. Code Enforcement opens a case to record
results of investigation and if violation tounded, staff escalates to next milestone as Code Case.
1. Milestone - Log citizen complaint and record, entering
_ Complainants' information - name, address, phone (unless complainant wishes to remam
anonymous)
_ Violation type, as proposed
_ Location of alleged violation
_~ Date and time complaint received
_ Assign to inspector, (verify through GIS layer)
_ Check tor duplicate cases
_ Check for jurisdictional conflict (verify through GIS layer)
2. Escalate the Case:
_ The Investigator cites the property owner for removing trees in an environmentally sensitive area
without an approved development order. (Record citation date and violation type in system)
3. Milestone - Code Case Violation, enter:
_ Type of violation category
Violation
Address of violation
_ Contact information of violator - name, address, phone
_ Owner information - name, address, phone
_ Assign inspector, based on location
Document visits - demo
_ Load images of violation - (vendor to provide image samples for demo)
_ Automatically assign complaint number
_ Print Notice of Violation which includes all information previously entered
_ Check for previous violations or violation patterns on the GIS Parcel layer
97
The land owner is advised that in order to resolve the problem they must cease clearing of the SUb~' t 1
property and obtain an approved Development Order. Prior to submittal for the required S {)
~/
Development Plan, a.k.a. Development Order, a pre-app meeting must take place with County staf 0
discuss the proposed development of the subject property. Note: Requests for pre-app meetings are
taken via the County Website or by phone.
4. Milestone - Pre-application Meeting Request
Request a Pre-app Meeting for Site Development Plan. Coordinate meeting, show the following tasks,
and record pertinent information:
_ Contact information tor agent including; applicant name, company name, address and phone
number, etc
_ Verify property ownership and address information - (verify through GIS layer)
_ Location/Property Information - folio and/or property address (verify through GIS layer)
_ Zoning District - (verify through GIS layer)
_ Development Type, example multi-family, commercial
_ Assign Project Planner
_ Schedule Pre-Application Meeting Date & Time
5. Milestone - Pre-Application Meeting & Fees:
_ Pre-Application Fee - $500.00 flat fee, (Nonrefundable fee however the Pre-app fee is credited
towards application review fee when submitted within 9 months of meeting date)
_ Addressing Checklist- Confirm Legal Description & Folio #
_ Create application in System to record information from pre-app notes.
_ Participants- Zoning, Engineering, Transportation Division, Environmental, Addressing
6. Milestone - Sufficiency Application Review - Planner:
_ Verify Pre-App Meeting has not expired (Expired if application is not submitted within 90 days
of pre-app meeting). Fees, verify accuracy of check amount to include all required fees.
_ Application & Review Fee (Flat rate application fee of $5,000.00 plus $40.00 per dwelling unit
plus $100.00 per residential structure and $500.00 Pre-App Fee credit trom above rate upon
acceptance of submittal) Note: Number of dwelling units and residential structures are required
as part of the submilled application package.
_ Environmental (clearing, $250.00 for first acre or fraction of an acre plus $50.00 tor each
additional acre with a maximum fee of $3,000.00). Note: Acreage information is required as
part of the submilled application package.
_ Fire Review ($200.00 flat fee)
_ Environmental Health Dept ($20.00 flat fee)
_ Engineering Review & Inspection Fees (Construction document review fee of 0.75% is based on
an estimated total of probable paving, grading, drainage, lighting, code minimum landscaping
and any other appurtenant cost of construction and provided by Engineer of record tor proposed
project. Construction inspection fee of 2.25% is based on an estimated total of probable paving,
grading, drainage, lighting, code minimum landscaping and any other appurtenant cost of
construction and provided by Engineer of record for proposed project). Note: Probable cost
estimates are required as part of the submilled application package)
_ Certificate of Adequacy (COA application fees for residential are based on a flat rate fee of
$200.00 plus $25.00 per residential dwelling unit)
98
~
_ Create application in System based on proposed development type, tor purposes of, ibis 1.5
demonstration use application type of Site Development Plan (SDP)
_ Ensure submission of all required items as noted on pre-app checklist for purposes of this
demonstration use fees identified above.
_ If application submittal is incomplete the System is to automatically generate an insufficiency
letter for applicant & property owner(s) noting deficiencies with submittal and letter is sent to
applicant and property owner via fax, or email.
_ Application is in hold/pending status until deficient items are submitted by applicant.
_ Process may proceed to next step after veritication of items received. Record/Update pertinent
information including but not limited to the following;
Applicant & property owner name, address, phone & fax numbers
_ Project description
Number ofresidential units
_ Number of residential buildings
_ Connect application/project to correct property/address record information, (verify through GIS
layer)
_Identify Zoning district - use RMF-16 zoning district, (verify through GIS layer
_ Record Engineering construction cost - use cost value of $2,000,000.00
_ Record project acreage - total of25 acres
_ Automatically calculate required fees and create payment slip. Planner prints payment slip to
give to Cashier to accept payment of required fees and issue paid receipt
Planner/Coordinator determines required review staff by department as noted on pre-app notes
and by pre-determined review areas tor Environmental and Landscaping staff members. Review
staff members are noted on a distribution route sheet as auto generated by the System.
Application package accompanied by route sheet is given to Planning Tech for next step know as
distribution process.
7. Milestone: Distribution to Review Departments - Planning Technician:
Automatically create an applicant process letter with pertinent information, project tracking
number, project name, assigned project planner, etc.
_ Automatically load required standard plan review departments and Planning Tech to have ability
to manually add special review departments as noted on Route Sheet from Planner
_ Automatically assign review received/in date and review due date and also record the distribution
date and completed review date. Standard review due dates are pre-determined by County
management staff - for purposes of this demonstration please use review due date of 10 business
days.
_ System to automatically record the acceptance date, a.k.a. distribution date
_ Distribute application packets to required review department personnel as noted on Route Sheet.
Send/mail process letter and copy of paid receipt to the applicant.
8. Milestone: Staff Review & Review Coordinator Tracking Review Departments:
Create at least one review checklist type item tor each review department listed below to
demonstrate review process. System shall also record staff member name, date, time, comments
and status for each review department listed;
_ Zoning
_ Engineering
_ Transportation Division
Environmental
_ Addressing
99
_lmpactFeeCoordinator-(COA) 10 1
Review Coordinator ~,
_ When one or more reviews result in reject status then System is to automatically generate an
insufficient review letter which identifies all insufficient items discovered in review process. (If
all review departments result with an approved status then move on to next milestone for final
plan approval). Review Coordinator sends insufficient review letter to applicant and owner via
fax or email, need to date time stamp this event.
_ Applicant must re-submit revised plans addressing insufficient items identified with insufficient
review letter and deliver them to the Review Coordinator. Additional review fees are required
upon 3rd and subsequent reviews and must accompany re-submittal packages. (Re-submittal
fees are as follows; 3rd review $1,000.00, 4th review $1,500.00 and 5th & subsequent reviews
$2,000.00 each). Demonstrate re-submittal with appropriate fee.
_ Review Coordinator checks package for completeness; correct number of plan copies, additional
fees if required, etc.
_ Review Coordinator distributes revised review package to appropriate review department staff.
System to record required review departments along with in, out and due dates including status
of each review.
Repeat review and re-submittal processes until all review departments have approved the
submittal package.
9. Milestone: Final Plan Approval and Issuance of Development Order
Create the tollowing checklist type items tor staff verification to complete final approval process:
Review Coordinator;
_ Verify all reviews have an approved status
_ Verify C.O.A. pre-approval letter is issued
_ Forward plans to Landscape Architect for approval stamp, date & signature; all stamped & signed
approved plans to be returned to Review Coordinator. Need to track when & where the plans
sets are in this process.
_ Forward plans to Architect tor approval stamp, date & signature; approved plans to be returned to
Review Coordinator all stamped & signed approved plans to be returned to Review Coordinator.
(Must track when & where the plans sets are in this process).
_ Cull file - remove duplicate items, etc.
_ Forward tile to County Engineer
_ Contact Impact Fee Coordinator to complete COA process
Impact Fee Coordinator;
_ Calculate required impact fees
_ Create payment slips and receipt payment, print documents
_ Issue COA Certificate, print document
_ Escrow paid fees, system must track these fees back to issued certificate and maintain connection
to project.
Engineer;
_ Identify and review required stipulations
_ Complete site inspection checklist
_ Stamp plans for approval to include date & signature on each plan set
Engineering Secretary;
_ Check for stipulations
_ System to verify all required fees paid including impact fees related to C.O.A
100
_ System to generate final approval letter to include any stipulations or conditions of approval! 0 J
_ Distribute stamped approved plans with copy of approval letter to appropriate departments, i.e.
Engineering, Zoning, Records
_ Contact applicants to notify approval is complete and distribute copy of approval letter with all
remaining copies of stamped approved plans
System needs to reflect an approved status for SDP/Development Order
10. Milestone: Close Code Case
_ Upon release of Development Order, System to generate notification to Code Enforcement
Department Investigator to close the code case
11. Milestone: Create an address record
_ Create an address record on at least one building associated with approved SDP noted above.
_ Demonstrate application's Address creation process in your software application or demonstrate
that the address can be created in GIS and then import the data to your applications database
12. Milestone: Contractor Licensing
Create a contractors license to include at minimum the following information;
_ Application for Competency Examination Intake - Testing
_ Applicant Registers & Takes Test
_ Collect Application Fee
Test Scores: Record Test Scores
Issue and Print license with:
_ Certiticate Number (System Generated)
_ Original Issue Date
_ Occupation Number
_ Occupational Expiration Date
_ Occupational Exempt
_ Expiration Date (MM/DD/YYYY)
_ Applicant and Qualitier Name
Name of Business
_ Business, Home and Mailing Address
_ License Type (text) - State License Number
13. Milestone: Intake of Building Permit Application - Residential Construction
Create the tollowing checklist type items for staff verification of sufficiency review;
_ Completed application - applicant & property owners name and address, phone and fax numbers
_ Correct number of plan sets
_ Survey - Signed & Sealed
_ Approved SDP plans
_ System to auto generate Permit Number
Record/Enter pertinent information including but not limited to the following;
_ Create application in System based on proposed development type - (for purposes of this
demonstration use Single-Family Attached, Construction Type V-Concrete)
Validate Contractor License
_ Validate Address/Location (verify through GIS layer)
_ Validate Zoning District (verify through GIS layer)
101
_ Validate Flood Zone w/Elevation - FEMA (verify through GIS layer)
_ Indicate living, non-living and total area square footage in separate fields
Indicate electrical amperage
Indicate FCC code, i.e. 10 I =s/f detached, I 02=s/f attached
_Indicate type of construction, i.e. Type V-Concrete or Type VI- Frame
_ Indicate type of occupancy use, i.e. residential
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Create application and review fees based on following;
_ Building Permit application fee - based on $.05 per square foot with minimum fee of$IOO.OO and
maximum fee of $5,000.00 (Nonrefundable fee however the application fee is credited towards
permit review fees)
_ Zoning Dept. application fee - based on flat rate of $75.00 per application. Nonrefundable fee
however the application fee is credited towards permit review fees)
_ Automatically determine and load required standard plan review departments by permit type per
user control table.
_ System to automatically assign review received/in date and review due date and also record the
distribution date and complete review date. Standard review due dates are pre-determined by
County management staff. For purposes of this demonstration please use review due date of 15
days.
_ System to auto generate route sheet based on required review loaded by System.
_ System to track status of permit application to include review comments throughout entire
process.
Permit status information to be made available via Internet
14. Milestone: Staff Review & Review Coordinator Tracking
Create at least one review checklist type item tor each review department listed below to demonstrate
review process. System shall also record staff member, date, time comments and status tor each review
department listed.
_ Zoning Setbacks - (Zoning Dept. Planning Tech)
_ Structural- (Building Dept. Plans Examiner)
_ Plumbing - (Building Dept. Plans Examiner)
_ Mechanical- (Building Dept. Plans Examiner)
_ Electrical- (Building Dept. Plans Examiner)
_ Fire - (Building Dept. Plans Examiner)
_ FEMA - (Building Dept. Plans Examiner)
_ Engineering - (Engineering Section)
_ Impact Fee - (Operations Section)
_ Review Coordinator - (Building Dept. Permit Tech)
_ Demonstrate Master Plan capabilities
_ Demonstrate capability of assigning plans to a queue until plans are actually assigned to a plan
exammer
_ If one or more reviews are rejected then System is to automatically generate an insufficient
review letter which identifies all insufficient items discovered in review process. (If all review
departments are approved then move to next milestone for Final Type)
~ Review Coordinator sends insufficient review letter to applicant and owner via fax or email
_ Applicant must re-submit revised plans addressing insufficient items identified with insufficient
review letter and deliver them to the Review Coordinator. Additional review fees are required
upon 3rd and subsequent reviews and must accompany re-submittal packages. (Re- submittal
fees are as follows; 3rd review $1,000.00, 4th review $1,500.00 and 5th & subsequent reviews
$2,000.00 each)
102
_ Review Coordinator checks package tor completeness; correct number of plan copies, additionaEI f::l
fees if required, etc. Review Coordinator distributes revised review package to appropriatlfCf \.
review department staff. System to record required review. departments along with in, out and
due dates including status of each review
_ Continue review and re-submittal processes until all reviewers have approved the tinal package.
15. Milestone: Final Reviewtryping - (Customer Svc Spec)
Create the tollowing checklist type items for staff verification to complete final review/typing process:
_ Confirm all required subcontractors are listed with notarized signatures, notify applicant if not
complete
_ Confirm all department reviews are complete with approved status.
Confirm the following fees were added to permit:
_ Building Permit Fees
_ PUD Monitoring Fee (set fee $125.00 per dwelling unit)
_ Add Impact Fees, i.e. Road, Library, Schools, EMS, Parks, etc.
16. Milestone: Cashiering - Payments and Permit issuance
_ Demonstrate payment transaction tor a Permit
_ Demonstrate refund as in overpayment of fees
Print Permit document, include date and time issued
_ Print inspections job-site placard
_ Print payment receipt
_ Create closing report
_ Create daily batch to be interfaced with financial systems
17. Milestone: Request Inspections
Create inspection requests and demonstrate how inspections are assigned and routed to inspectors for
following inspection types;
_ Septic
Electrical
_ Plumbing
Structural
Mechanical
_Re-inspection Fee (additional fee of $75.00 first, $100.00 second and $125.00 for third and each
successive re-inspection)
_Time Specific Inspection Fee (additional fee of $40.00 for each time specific request)
18. Milestone: Record Inspection results (demo partial, pass andfail result codes)
_Septic
Electrical
_Plumbing
Structural
Mechanical
19. Milestone: Certificate of Occupancy, C.O.
_ Demonstrate issuance of C.O. after inspections are completed and print C.O. document.
103
Project Wrap-Up Information
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20. Milestone: Activity Information
Demonstrate your systems design that links multiple activities to an address location and/or project as
noted below;
_ Activity from address record and/or project to Site plan record, Permit record, Inspection record,
etc.
21. Milestone: System Administration:
The following items will be demonstrated by the vendor at this portion of the Proof of Concept.
_ Add a New User Account to System
_ Set Security and Access to Modules
22. Milestone: Create New Report
Create and Print Reports for following:
Permits
Plan Reviews
_ Inspections
23. Milestone: Change Layout of an Existing Screen and Workflows
_ Change location of input fields
_ Remove and add input fields
__ Alter the order or progression of required screens
24. Milestone: Standard Notes, Checklists and Time Tracking:
__ Show ability to create standard review checklists
_ Show ability to create standard note items
_ Show individual time tracking capabilities
25. Milestone: System Maintenance:
_ Create new permit type
_ Change fee rates
Create fee codes
26. Milestone: Demonstrate Capabilities for Customer On-Line Access
_ Apply for Building Permit, on-line
_ Make payment to on-line Building Permit
_ File a complaint for investigation into code case
Show review status of code case
_ Request inspection for Permit on-line
_ Show inspection result on-line
104
All participating vendors' are required to address a response to the following items to be delivere~ 0
directly to Collier County IT Department on their respective date as scheduled for the Proof o[ \
Concept demonstration. .
Provide written documentation for the software application licensing structure.
. Give a detailed break down of all licensing options including cost
Information Technology - Addressing Validation Proof of Concept
The participating vendor will deliver this part of the proof of concept test directly to the Information
Technology Department via portable media, such as CD or DVD, and that the solution is compatible
with the County's Windows XP environment. The solution can be Internet based; XML based or be
based on any platform that demonstrates the use of the County's Address Validation Web Service that is
available via the Internet. In essence, the proof of concept should allow a user to input an address and
then have that address be validated against the Web Service per the WSDL. Since Internet connection
may not be available during the vendor presentations, the solution should be stand-alone and portable. It
will be checked by County statT on their computers. It would be preferred if no installation was required
on their machines.
http://gis.colliergov .net/we bsi tel Addressl nto/GetAddresslnfo. asmx
<7xml version="1.0" encoding="utf-8" 7>
.::<wsdl: definitionsxmlns: http="http:/ / schemas.xmlsoap.org/wsdl/http/"
xml ns: soap= ''http://schemas.xmlsoap.org/wsdl/soap/ "
xmlns:s=''http://www.w3.org/2001/XMLSchema''
xml ns: soa penc=" http://schemas.xmlsoap.org / soa p / encod ing /"
xmlns:tns=''http://tempuri.org/''
xm I ns: tm = ''http://microsoft.com/ wsdl/ mi me/textMatchingj"
xmlns: mime= ''http://schemas.xmlsoap.org/wsdl/mime/''
targetNamespace="http:/ jtempuri.orgj"
xmlns: wsdl = ''http://schemas.xmlsoap.org/wsdl/''>
.:: <wsdl:types>
.:: <s:schema elementFormDefault="qualified" targetNamespace=''http://tempuri.org/''>
.:: <s:element name="OutputFull">
.:: <s:complexType>
.:: <s:sequence>
<s:element minOccurs="O" maxOccurs="l" name="strlnputStreet" type="s:string" I>
<s:element minOccurs="O" maxOccurs="l" name="strlnputCity" type="s:string" I>
</s:sequence>
</s:complexType>
<Is: element>
.:: <s:element name="OutputFuIlResponse">
.:: <s:complexType>
.:: <s:sequence>
<s:element minOccurs="l" maxOccurs="l" name="OutputFuIlResult" type="tns:outputFull" I>
</s:sequence>
</s:complexType>
<Is: element>
.:: <s:complexType name="outputFull">
.:: <s:sequence>
<s:element minOccurs="l" maxOccurs="l" name="aid" type="s:int" I>
<s:element minOccurs="l" maxOccurs="l" name="X" type="s:double" I>
<s:element minOccurs="l" maxOccurs="1" name="Y" type="s:double" />
<s:element minOccurs="O" maxOccurs="l" name="outAddress" type="s:string" I>
</s:sequence>
105
</s:complexType> J
:: <s:element name="OutputXY"> 10
:: <s:complexType>
:: <s:sequence>
<s:element minOccurs="O" maxOccurs="l" name="strInputStreet" type="s:string" I>
<s:element minOccurs="O" maxOccurs="l" name="strInputCity" type="s:string" I>
</s:sequence>
</s:complexType>
</s:element>
:: <s:element name="OutputXYResponse">
:: <s:complexType>
:: <s:sequence>
<s:element minOccurs="O" maxOccurs="l" name="OutputXYResult" type="s:string" I>
</s:sequence>
</s:complexType>
</s:element>
:: <s:element name="OutputADDID">
:: <s:complexType>
:: <s:sequence>
<s:element minOccurs="O" maxOccurs="l" name="strInputStreet" type="s:string" I>
<s:element minOccurs="O" maxOccurs="l" name="strInputCity" type="s:string" I>
<Is: sequence>
</s:complexType>
</s:element>
:: <s:element name="OutputADDIDResponse">
:: <s:complexType>
:: <s:sequence>
<s:element minOccurs="l" maxOccurs="l" name="OutputADDIDResult" type="s:int" I>
</s:sequence>
</s:complexType>
</s:element>
:: <s:element name="OutputAddress">
:: <s:complexType>
:: <s:sequence>
<s:element minOccurs="O" maxOccurs="l" name="strInputStreet" type="s:string" I>
<s:element minOccurs="O" maxOccurs="l" name="strInputCity" type="s:string" I>
</s:sequence>
</s:complexType>
</s:element>
:: <s:element name="OutputAddressResponse">
:: <s:complexType>
:: <s:sequence>
<s:element minOccurs="O" maxOccurs="l" name="OutputAddressResult" type="s:string" I>
</s:sequence>
</s:complexType>
<Is: element>
</s:schema>
</wsdl:types>
:: <wsdl:message name="OutputFuIlSoapIn">
<wsdl:part name="parameters" element="tns:OutputFull" I>
</wsdl: message>
:: <wsdl:message name="OutputFuIlSoapOut">
<wsdl: part name="parameters" element="tns:OutputFuIlResponse" I>
</wsdl: message>
:: <wsdl:message name="OutputXYSoapIn">
., ,..'
106
<wsdl:part name="parameters" element="tns:OutputXY" /> 10 J
</wsdl: message>
::: <wsdl:message name="OutputXYSoapOut">
<wsdl:part name="parameters" element="tns:OutputXYResponse" />
</wsdl: message>
::: <wsdl: message name="OutputADDIDSoapln">
<wsdl:part name="parameters" element="tns:OutputADDID" />
</wsdl: message>
::: <wsdl: message name="OutputADDIDSoapOut">
<wsdl: part name="parameters" element="tns:OutputADDIDResponse" />
</wsdl: message>
::: <wsdl:message name="OutputAddressSoapln">
<wsdl:part name="parameters" element="tns:OutputAddress" />
</wsdl: message>
::: <wsdl:message name="OutputAddressSoapOut">
<wsdl: part name="parameters" element="tns:OutputAddressResponse" />
</wsdl: message>
::: <wsdl:portType name="GetAddresslnfoSoap">
::: <wsdl :operation name="OutputFull">
<wsdl: input message="tns:OutputFuIlSoapln" />
<wsdl :output message="tns:OutputFuIlSoapOut" />
</wsdl: operation>
::: <wsdl:operation name="OutputXY">
<wsdl:input message="tns:OutputXYSoapln" />
<wsdl :output message="tns:OutputXYSoapOut" />
</wsdl :operation>
::: <wsdl:operation name="OutputADDID">
<wsdl: input message="tns:OutputADDIDSoapln" />
<wsdl:output message="tns:OutputADDIDSoapOut" />
</wsdl :operation>
::: <wsdl:operation name="OutputAddress">
<wsdl: input message="tns:OutputAddressSoapln" />
<wsdl:output message="tns:OutputAddressSoapOut" />
</wsdl :operation>
</wsdl: portType>
::: <wsdl:binding name="GetAddresslnfoSoap" type="tns:GetAddresslnfoSoap">
<soap:binding transport=''http://schemas.xmlsoap.org/soap/http'' style="document" />
::: <wsdl:operation name="OutputFull">
<soap:operation soapAction=''http://tempuri.org/OutputFulI'' styJe="document" />
::: <wsdl:input>
<soap:body use="literal" />
</wsdl:input>
::: <wsdl:output>
<soap:body use="literal" />
</wsdl :output>
</wsdl :operation>
::: <wsdl:operation name="OutputXY">
<soap:operation soapAction=''http://tempuri.org/OutputXY'' style="document" />
::: <wsdl:input>
<soap:body use="literal" />
</wsdl: input>
::: <wsdl:output>
<soap:body use="literal" />
</wsdl :output>
</wsdl: operation>
~O.. ~
107
:: <wsdl :operation name="OutputADDID">
<soap:operation soapAction=''http://tempuri.org/OutputADDID'' style="document" />
:: <wsdl: input>
<soap:body use="literal" />
</wsdl: input>
:: <wsdl :output>
<soap:body use="literal" />
</wsdl :output>
</wsdl :operation>
:: <wsdl:operation name="OutputAddress">
<soap:operation soapAction=''http://tempuri.org/OutputAddress'' style="document" />
:: <wsdl: input>
<soap:body use="literal" />
</wsdl:input>
:: <wsdl :output>
<soap:body use="literal" />
</wsdl: output>
</wsdl: operation>
</wsdl:binding>
- <wsdl:service name="GetAddresslnfo">
:: <wsdl:port name="GetAddresslnfoSoap" binding="tns:GetAddresslnfoSoap">
<soap:address location=''http://bccgwebOl04/website/Addresslnfo/GetAddresslnfo.asmx" />
</wsdl: port>
</wsdl:service>
</wsdl: definitions>
10
1
Proof of Concept Scorinl!: Sheet
Committee Member Name:
Signature:
Date:
Point Totals:
. Twenty Six Milestones; Point Range is 0-3 for each Milestone: Maximum Milestone Points Equal 78
. System Layout and Usage Ease: Maximum Points Equal 5
. Maximum Total Points Equal 83
Note: Noncompliance with Hardware, Database, or test requirements as outlined in beginning of Proof of
Concept Testing may result in point reductions or possible disqualification.
108
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VIllI. Appendices
109
Appendix A: Statement of Litigation
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I. Are there any judgments, claims or suits pending or outstanding by or against your tirm?
Yes
No
If the answer is yes, submit details on separate sheet.
2. List all lawsuits that have been filed by or against your firm in the last tive (5) years.
The remainder of this page is intentionally left blank.
110
Appendix B: Fees & References
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Fees and References
List total fees for work done on all Collier County Government projects in the past five (5) years, whether as an
individual firm or as part of a joint venture. Fees must be listed individually by contract or project and then
summarized as a total dollar amount. Attach additional page if necessary.
$
Total Fees for work done on all Collier County projects
References:
Bank(s) Maintaining Account(s):
Surety/Underwriter: (if required)
Other References:
Pursuant to intormation for prospective bidders/proposer's for the above mentioned proposed project, the
undersigned is submitting the information as required with the understanding that it is only to assist in
determining the qualifications of the organization to perform the type and magnitude of work intended, and
further, guarantee the truth and accuracy of all statements herein made. We will accept your determination of
qualifications without prejudice.
Name of Organization:
By:
Title:
Attested By:
Title:
Date:
III
Appendix C: Proposer Qualification Form
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'4
PROPOSERS QUALIFICATION FORM
Firm Name:
Address:
City:
State
ZIP
Telephone: (_)
FAX: (
)
Email Address:
TYPE OF FIRM: (please check one)
Corporation
Under the laws of the State of:
Years in Business:
Partnership
Years in Business:
Sole Proprietorship
Years in Business:
Licensed to do business in the State of Florida?
Yes
No
LIST MAJOR WORK PRESENTLY UNDER CONTRACT:
% Completed
Proiect
Contract Amount
$
$
$
$
112
Add additional sheets as needed.
LIST CURRENT PROJECTS ON WHICH YOUR FIRM IS THE CANDIDATE FOR AWARD:
OTHER INFORMATION ABOUT PROJECTS:
Have you, at any time, failed to complete a project? _ Yes _No (If yes, details please)
The remainder afthis page is intentionally left blank
10 J
113
Appendix D: Insurance Requirements Certification
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Collier County Florida
Insurance Requirements
INSURANCE TYPE
l 1.
l 2.
l 3.
l 4.
l 5.
REQUIRED LIMITS
Worker's Compensation
Statutory Limits of Florida Statutes, Chapter 440 and
all Federal Government Statutory Limits and
Requirements.
Commercial General Liability
(Occurrence Form)
patterned after the current
LS.O occurrence form with
no limiting endorsements.
Bodily Injury & Property Damage
$2,000,000 Single Limit Per Occurrence
INDEMNIFICATION: To the maximum extent permitted by Florida law, the
Contractor/Vendor/Consultant shall 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, to the extent caused by the negligence,
recklessness, or intentionally wrongful conduct of the Contractor/V endor/Consultant or anyone
employed or utilized by the Contractor/V endor/Consultant 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 indemnitied party or person described
in this paragraph.
This section does not pertain to any incident arising from the sole negligence of Collier County.
Automobile Liability
$1,000,000 Each Occurrence
Owned/N on-owned/Hired
Automobile Included
Other Insurance as indicated below:
a) Professional Liability
The Proposer shall be solely responsible to parties with whom it shall deal in carrying out the
terms of this agreement and shall indemnify and hold the County harmless against all claims
arising from the negligent acts, errors or omissions of consultant by third parties. The Proposer
shall carry professional liability insurance in an amount not less than $1.000.000.
114
COLLIER COUNTY FLORIDA INSURANCE REQUIREMENTS
(Continued)
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l6.
Contractor shall insure that all sub-consultants comply with the same insurance requirements that
he is required to meet. The same Contractor shall provide County with certificates of insurance
meeting the required insurance provisions.
l7.
Collier County must be named as "ADDITIONAL INSURED" on the Insurance Certificate for
Commercial General Liability where required.
l8.
Collier County Board of County Commissioners shall be named as the Certificate Holder. NOTE--
The "Certificate Holder" should read as follows:
Collier County
Board of County Commissioners
Naples, Florida
No County Division, Department, or individual name should appear on the Certificate. No other
format will be acceptable.
19.
Thirty (30) Days Cancellation Notice required.
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The Certificate must state the Bid Number and Title.
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -------------------
- - - - - - - - - - - - - - - - - - - - - - - - - - - -. - - - - - -------------------
BIDDERS AND INSURANCE AGENT STATEMENT:
We understand the insurance requirements of these specifications and that the evidence of insurability may be
required within tive (5) days of the award of bid.
Bidder
Insurance Agency
Signature of Bidder
Signature of Bidder's Agent
The remainder of this page is intentionaliy left blank.
115
Appendix E: Proposer's Checklist
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!' ,
'.j
THIS SHEET MUST BE SIGNED
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
Purchasing Department
PROPOSER CHECK LIST
IMP 0 R TAN T: Please read carefully, sign in the spaces indicated and return with your Proposal.
Proposer should check off each of the following items as the necessary action is completed:
_ l.The Proposal has been signed.
_ 2.All information as requested in the Proposal Questionnaire is included.
_ 3.Any addenda have been signed and included.
_ 4.The mailing envelope has been addressed to:
Purchasing Director
Board of County Commissioners
Purchasing Building
3301 Tamiami Trail, East
Naples, Florida 34112
_ 5.The mailing envelope must be sealed and marked with Proposal Number, Proposal Title and Due Date.
_ 6.The Proposal will be mailed or delivered in time to be received no later than the specified due date and time.
(Otherwise Proposal cannot be considered.)
ALL COURIER-DELIVERED PROPOSALS MUST HAVE THE RFP NUMBER AND TITLE ON THE
OUTSIDE OF THE COURIER PACKET
Company Name
Signature and Title
Date
116
Appendix F: Proposer's Declaration Statement
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DECLARATION STATEMENT
BOARD OF COUNTY COMMISSIONERS
Collier County Government Complex
Naples, Florida 34112
RE: RFP NO. 06-3962
Dear Commissioners:
The undersigned, as bidder/proposer (herein used in the masculine, singular, irrespective of actual gender and
number) declares that he is the only person interested in this proposal or in the contract to which this proposal
pertains, and that this proposal is made without connection or arrangement with any other person and this
proposal is in every respect fair and made in good faith, without collusion or fraud.
The proposer further declares that he has complied in every respect with all the Instructions to Proposers issued
prior to the opening of proposals, and that he has satisfied himself fully relative to all matters and conditions
with respect to the general condition ofthe contract to which the proposal pertains.
The proposer puts torth and agrees, if this proposal is accepted, to execute an appropriate Collier County
document for the purpose of establishing a formal contractual relationship between him, and Collier County, for
the performance of all requirements to which the proposal pertains.
The proposer states that the proposal is based upon the proposal documents listed by RFP 06-3962.
117
PROPOSAL CONTINUED
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IN WITNESS WHEREOF, WE have hereunto subscribed our names on this _ day
, 2006 in the County of
, in the State of
of
Firm's Complete Legal Name
(Address)
(City, State, ZIP)
Phone No.
Fax No.
Check one of the following:
D Sole Proprietorship
D Corporation or P.A. State of
D Limited Partnership
D General Partnership
By:
Typed and Written Signature
Title
******************************************************************************************
**********
ADDITIONAL CONTACT INFORMATION
Send Payments To:
(REQUIRED ONLY if different from above)
(Company Name used as Payee)
(Address)
(City, State, ZIP)
Contact Name:
Phone No.
Title:
FAX No.
Email address:
118
Office Servicing Collier County Account/
Place Orders/Request Supplies
(REQUIRED ONLY if different from above)
(Address)
(City, State, ZIP)
Contact Name:
Phone No.
Title:
FAX No.
Email address:
10 J
119
Appendix G: Conflict ofInterest Statement
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, !
Conflict of Interest Statement
1. Proposer shall provide a list of any businesses and/or organizations to whom the firm has any affiliation
or obligations within the past five (5) years; whether paid or donated, which could be construed by the
County as a conflict of interest.
2. Declaration of commitment not to pursue any private sector work within the limits of the County project
or directly affected by the County project until the County project is completed and accepted by the
County.
By signing below in the space provided, a principal of the firm certifies that the firm will comply fully with
item 2 if awarded a contract by the County.
Prinled Name
Signalure and Title of Principat
Dale
The remainder afthis page is intentionally left blank.
120
Appendix H: Report Requirements
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Collier County requires a variety of operational and management information to maximize the efficiency of its
operations. The below areas are indicative of the types of reports envisioned. Collier County's expectation is
that normal print-outs and hard copy items such as permits, receipts, etc will be a pre-contigured part of any
system procured, and not reports requiring additional customer configuration or set-up.
1) User Queries: Users should be able to query all standard key fields, and contain features including but not
limited to the following
a. Provide query and custom reporting capabilities without requiring a third party/vendor or the
purchase of any additional software programs/modules. The capability to save, share, and reuse
user-defined reports must be available.
b. Provide a method for users to easily submit queries and export data results to external file
formats. System should be able to export data to the web or e-mail capabilities.
c. The system must include the functionality to import/export data between other Windows
applications (i.e. Microsoft Word, Excel, etc.). Should be able to use PowerPoint or any other
graphic capability for graphs and charts.
d. The system must accommodate data search and retrieval on key fields, secondary fields, partial
fields, values, ranges, and dates.
e. The capability to sort and search permits and land development by using various search criteria
like: complete or partial; permit number, issue date, application date, approved date, c.o.'d date,
owner, address, contractor, folio number and select multiple permits to toggle between them.
f. The system must provide the ability to generate outstanding code enforcement cases for each
field investigator's area.
g. Reports should be able to use basic functions on appropriate fields, such as count, sum, etc.
2) Management Reporting Tools: The system must be able to accommodate a variety of normal
management related reports as standard features, including but not limited to the following
h. Provide a mechanism for tracking staff time needed to process permit applications and land
development case/projects. Reports should include the ability to track:
1. Time by individual by day, week, month, YTD.
J. Time by project # (AR#), for day, week, month, YTD, and project to date.
k. Time by project by individuals for day, week, month, YTD, and project to date.
I. Quality control: notitication when a person's time does not total 40, project is missing dates, not
assigned, etc.
m. Time not assignable is admin time: we need several classifications for admin such as admin
meetings (not preapp meetings), boardroom time, sick, personal, vacation, etc. Preapp meeting
time should be assigned to the project number. Admin time should be summarized for similar
period by individual and department. Need flexibility to add more categories.
121
n. Need the ability to assign dollar rates to individuals for some job values can be totaled.
o. Ability to perform cost analysis and performance measures by task or activity.
10,
p. System option to save standard queries as graphs.
q. The ability to summarize number of reviews that missed the stated review deadline and provide
companion information as to how many late reviews missed the deadline (by X number of days)
3) Additional Departmental Management Reports: The system should allow for the construction of a variety
of additional Departmental reports, including, but not limited to, the following
Buildinl!: Review & Permittinl!:
Duration by Permit Type with Various Views: Will measure by date in to date out, by all types of permits
(ex: BR2 = single family home) and for all key steps and types of reviews for each process (i.e. structural,
plumbing, electrical, etc.). Also be able to report this information by reviewer and by contractor. Also provide
exception reporting for those close to exceeding standard and those exceeding standard. Also be able to review
by reviewer or contractor. Publish to web to allow user to drill down and view data as desired. Required user
input includes date range, and ability to select any or all reviewers, steps, etc. Further calculate averages by
reviewer by type of permit and type of review. Show trend analysis in graphical format.
View All Activity for any Permit Application: Show in and out dates and by whom for all activities relating
to a particular permit application. Can search by application number, location of property, reviewer -- all
people on record.
Applicant Experience: Show, by review type and review component, the average review times for each
applicant which includes one of the following: owner, contractor, or design professional. Be able to look at this
by user defined time period and user defined applicant, as well as report on all applicants by time period or
entire time period by applicant. Be able to sort by result (i.e. showing the lowest average first).
Report Reviewer Comments: Each time a reviewer completes their review for a functional component, have
an email generated to the contact person/applicant with the information. Include a disclaimer that resubmission
cannot occur until all comments from all reviews have been satisfied. Track and store both the sending of the
message and whether it has been read, tor confirmation of receipt.
Red Flag Report: Show all cases that are close to the standards that have not been completed AND any cases
that are over the standard. Color code over standard in RED and close to standard in some other color that will
stand out. Will need to know the following information about each such case: date in to current review stage,
applicant name, property name (?), review number (1,2,3, and 4), reviewer's comments, if any, ...or maybe be
able to just list the cases here and link to the "view all activity for nay permit application" summary tor a given
case.
Permit Status: Goal is to show an applicant where their permit is in the process. Basic idea is to show what
date of applications we are working on and a projection of the date we'll work on the one the applicant
submitted.
Permit Applications - All Types: Show number of permits applied for by month for fiscal years and create a
bar chart showing month by month comparison to past 5 years. Also show total YTD for all tive years
Permits Issued - All Types: Show number of permits issued by month for fiscal years and create a bar chart
showing month by month comparison to past 5 years. Also show total YTD for all five years
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Permit Applications - Specific Types: Based on user input of permit application types, show number of
permits applied for by month for fiscal years and create a bar chart showing month by month comparison to pas~O
5 years. Also show total YTD for all five years in a bar chart format comparing annual to YTD for each of the!..
past 5 years.
Permits Issued - Specific Types: Based on user input of permit applications types issued, show (I) number of
permits issued by month for fiscal years and create a bar chart showing month by month comparison to past 5
years. Also show (2) total YTD for all five years in a bar chart format comparing annual to YTD for each of the
past 5 years.
Permit Revenue: Show total revenue by month comparing it to same month in prior 5 years. Show on bar
chart. Also show YTD total and Annual total.
Buildinl!: Inspections
Building Inspections by Month: Show number of building inspections by month for fiscal years and create a
bar chart showing month by month comparison to past 5 years. Also show total YTD for all five years
Average Number of Inspections per Inspector by Month: Show average number of inspections per inspector
on a monthly basis comparing it to the same month in the prior 5 years
Inspections Revenue: Show total revenue by month comparing it to same month in prior 5 years. Show on bar
chart. Also show YTD total and Annual total. Also be able to show this by each of the four revenue types.
Also show the relationship between inspector and the % of cases charged fees, by type. Develop an average or
mean and eventually only report on those inspectors (by type) charging more or less than X outside the mean.
Inspections Experience by Contractor: Report on the percentage of inspections passed, by contractor and
inspection type. Include re-inspections separately. Show average number of inspections by type by contractors
to obtain approval.
Code Enforcement
Benchmarks/Guidelines: Initially, gather information that could be used tor work assignment and general
workload indicators. Report on number of cases by type within geographical area and provide a ratio of how
many cases by type that is per number of inspectors assigned to that area (by specialty, if possible). Be able to
identify various date ranges and various types if desired. Also be able to id by geographic areas (not territories)
such as subdivision -- possibly hook up with GIS.
Inspections by Geographical Area: List all inspections by geographical area, by type and by date within type
(oldest first). Be able to specify date ranges and by status.
Activity Count: Number of cases by geographic area, by unit and by inspector. Be able to specify date ranges,
status of desired cases and whether they are new inspections or re-inspections. Generally list by oldest case
first.
Time Recording: Goal is to capture and be able to report upon travel and actual inspection times. Concept is
also to be able to relate this to work area and how far it is from place of origin tor the day. Report on average
times by inspection type and by inspector. This will help identify overall capacity tor inspectors/enforcers.
Need to be able to separate out evening teams from day teams.
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Response Time: Track response time by case number and compare it to requirement to 2 days of being
submitted. Provide totals, averages, by person, geographical area and type. Show those open more than 2 days1 0 \..
Duration of Cases: 30/60/90: Report will show the case listings for cases open 30/60/90 days, by inspector
within team (same as geographical area). Cases with no activity within the last 45 days will be red flagged on
the report. For these cases print the Summary Page information from Hansen (special page with summary info
being developed).
Service of Process: General concept is to assure all service of process steps are completed and within required
timeframes. We will work backwards from the compliance or hearing date and provide an alert for the right
actions to occur by the required date.
Impending Completion (12 days): Report all cases that have a comply-by date 12 days or less in the future.
Also track how many are missed by each inspector and what they are missing in an effort to improve training or
identify other issues that can be resolved.
Monitor by Representative: Customer Service: Concern is quality of intormation provided to inspector.
Sometimes the callers do not give much information, but there is an opportunity to improve the internal note
taking so as to optimize the time of the inspectors. Report will show the address and the description, by
customer service rep. The report will be on demand by the manager when desired.
Date letter mailed vs. comply by date: Customer Service: Report on the date the letter was mailed vs. the
comply-by date. Show percentage that fall X days prior to comply by date and percentage that does not. Also
be able to review this information by customer service rep and aggregately.
Contractors Meeting Requirements: By contractor, measure time from initial request date to response due
date (whether responded or not), who was awarded, date assigned, due date for completion, date complete (and
report on whether they met their complete date). Also report time from receipt of bids to date decided. Also
craft report to show results over time so as to understand which contractors are most reliable. Be able to look at
this aggregately (for a time period) or by contractor, or by specific bid process.
Contractors Responsiveness: Report on whether contractors responded to bids. Show contractors contacted
vs. those who replied and over time show compliance as percentage replied to by due date.
Repeat Violators for Mowing Program: When the same owner is provided notice for weed only violations,
we want to know how many times thereafter they were found in violation since 7/1/2001. Show all dates of
violations. After 3 notices, trigger an invoice tor the mowing. Develop report that shows those who have not
submitted payment by the due date.
Letters Sent: Letter types: Bid out letter for contractors, Weed letter, Notice of violation, Invoice for weed,
litter, exotic removal, demolitions, rental registration, home inspections, Special Master . For each letter
type, CSR will note date in Hansen as to when it was sent [need to figure out how to require this input and need
report for those not input -- how will we decide it has not been input...], type of mailing (i.e. certified), show
those not mailed and the complete date has passed. For Weed letters the following is the process to report upon:
Date we received invoice from the contractor, date we sent it to property owner (compare these dates and report
on any over 5 days), then the date the money was received. Any not received within 30 days a lien should be
triggered. Following; that if the money is not collected within 3 months, then the case is referred to the County
Attorney tor collection. Report on the status of collected vs. assessed and status of compliance (i.e. is it in lien
status or County Atty referral status). Cases Closed/Transferred/Referred: Report on number of cases closed by
CSR for desired time period and why - abated, unfounded, torgiven, transferred, and referred (any others)?
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Re-inspections: Report on re-inspections for the same issue, by type of violation. Show all situations where
this occurs for the time period identified, as well as a percentage of cases with re-inspections compared to all
cases during the same time period. Also develop report tor true re-inspections versus monitoring/research
activity. J
Code violation not present when inspector appears (by type and area): Track cases where the insJcQr
reports the violation does not appear when he/she arrives to handle. Report by type of violation, geographical
location and also have the ability to report by inspector, if desired. Also show additional visits dates and times
and tinal date of closure and final disposition.
Case Summary: Create chronological summary of case, be able to view or print by case number. Include
monitoring/research activity.
Number of Complaints: By Area and Type, (from initial phone calls).
Sweep Management (Results and Compliance): Goal is to provide a report showing the results of the sweep
(list violations by type and address) and also show assigned inspector and also show report of eventual
compliance (or not). Show report by the area swept with the number of cases by type generated, and the
number of investigators participating in sweep.
Thoroughness View: By property id, track the initial request or call and compare that to what the eventual
violations were. Show this by inspector within geographical area. Calculate a percentage of total calls that
became 2, 3, or more in relation to the total number of calls assigned. Do this by inspector, geographical area
and also aggregately. Also show an overall relationship between the number of calls with one violation and the
number of calls resulting in more than one violation.
Pro-Active Patrols: Report on the proactive patrols done by the inspectors, showing the type of violation,
totals, etc.
Investigator Capacity: Overall stats for user detined period of time to include: # of assigned
cases/investigator, also # open/investigator, average number investigated or resolved/day by investigator and
aggregately. Be able to view by type of case and geographical region. Probably time frame for report is a
weekly basis. Need the capability to create user defined reports for this purpose -- clarify exact fields of data
needed.
Special Master/Code Enforcement Board Reporting: Show general statistics to include: # assigned to each
for given period, along with percentage of cases fond to have violations. Show amount of fine and compliance
date and report if not received. Goal is to review whether there is consistency between fine amounts and time to
respond by various types of violations. Also measure overall duration of cases from date sent to each entity
compared with date closed. Also wish to see cases send to the Special Master from other entities such as the
Sheriff or utilities.
PV AC: General Stats: To include: # of companies with CTO's annually by year - showing X number of years.
How many renew.
PV AC: Company Level Reporting: # of vehicles inspected by company, # of drivers ID's we have by company
(also how many got is because of a violation), # of vehicles for hire that became companies and got certificate
to operate. Also id # of denials, voids, suspended and revoked approvals.
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Rental Registrations: General Stats: List all active registrations, including active date; showing by customer
service rep. Also report the number of inspections and how many need a repeat inspection and why. Show
report of # of units/registration, # of registrations cancelled within x period of time, $ for each registration
collected sorting out renewals from initial registrations, status type of registration (renewal, cancel, pending
[show # of days pending], issued), and # of cancelled registrations due to violations [show geographical area so
as to assign to correct investigator.
10
r
u
Progressive Enforcement: Concept is to be able to track the level of enforcement being applied by various
investigators. For example, perhaps initially give verbal, then written, etc.
Zoninl!
Complete Project Chronology: Goal is to be able to track every activity, easily, on any AR number. Starting
with completeness (yes, no), date letter sent, date additional info received, date complete, when routed, to
whom, what comments and when (and did it meet standard), letters with comments, date and what resubmitted,
second comments by whom, when resent out to applicant, etc. Show all of the dates, all of the actions.
Reviewer Comments Information: Monthly report, sorted by reviewer and by application type showing all
comments made. Also need ability to just look at it by comment type within application type for analysis. Also
show by review number I, 2, 3, 4, etc. Statistics such as percentage of cases with comments at first, second,
third, etc. reviews. Compare number of reviews with overall duration. Report on number or percentage of
NEW comments at reviews later than the first one. Categorize NEW comments after the first review by type.
Overall Project Status: By AR number show all active projects, their last activity date and action, and, if
pending tor additional information, identify requirements. List in date order by oldest submission to most
current. User able to sort by project type or reviewer. Flag those over 270 days old and those "on hold by
petitioner". Also show all departments that have provided approval on project.
Aging Report (270 days): Show all active cases, by date of last receipt of information. Show AR #, date
submitted, and flag those that are over 270 days.
Performance Measures: Review Time Report. For user defined period, for user defined project type and for
user defined reviewer (could be all), create percentage of cases (by I st, 2nd, 3rd, etc. review), where the
reviewer completed their review within the required 30 days. For those cases where the 30 days was not met,
report on the number of comments by comment type within application type by reviewer; indicating at what
review they occurred. Also allow for optional printing of all comments fitting in this category (over 30 days).
Also show this aggregately in a graphical representation.
Turnaround Statistics: Calculate average durations of reviews by reviewer and by type and by review cycle
(1,2, 3, 4, etc.). Allow user defined time period and cumulative averages for the entire group. Show output
graphically.
Workload Assignment: List, by type, details for all active projects for each reviewer. Details include AR #,
date complete, current status/step. Sort by oldest complete date first.
Checklist Printing (with status marks and notes): Create the ability to print a checklist at any stage -
including some or all of it filled in. Select by AR # and_7
Productivity Measures: Show how many new, active and closed cases by reviewer (also sort by type within
reviewer) for the user defined time period. Show total number of cases active and closed/reviewer (by type) for
a user defined time period and the average for all.
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Pre-App Meeting Follow Up: Track the number of projects that actually materialize after a pre-app meeting is
held, and also identify the average duration between the pre-app meeting and the initial project submission date.
Report on this for a user defined period. Also report those that are still open after 9 months from the pre-app
date. . Show AR #, Project name, pre-app meeting date, submission date. 10 J '
Land Use Petition Tracking: Track major dates for these cases to include: date submitted, date sufficient, date
all reviews complete, date to Planning Commission, date to BOCC, final approval date. Allow user to define
period for report and status of case (open or closed). Also allow ability to run report as to when cases went to
the hearing process step.
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Appendix I: Land Use and Permitting System Pre-Production Testing specificatiO}SO J
While not part of the scoring criteria tor vendor selection, any chosen system will need to complete a pre-
production testing regime to include, but not limited to, the following:
Comprehensive for all Modules
The application must be based on a modular design with user access through a single executable
represented by a single icon residing on the clients' desktop. Collier County requires that the new system
support all of the land development, management, permitting, and codes enforcement operations including,
but not limited to, the following summarized items:
I. Any vendor responding to this RFP should have a broad base of customers in the United States. The
vendor also must have experience in the State of Florida and be able to comply with all Florida laws
pertaining to land development, code enforcement and permitting.
2. The application must be based on a modular design with user access through a single executable
represented by a single icon residing on the clients' desktop. Systems that require end-users to exit one
module to execute and start-up another will be deemed unresponsive to this requirement.
Test: Application will be launched and user will logon. User will attempt to navigate to and
access each module without launching the application a second time.
3. The system design must be categorized by functional work groups, which include Addressing/Property,
Cash Management, Permits, Inspections, Contractor Licensing, Building and Plan Review, Development
Review, Codes Enforcement, Administration. The look and feel must be the same across all modules.
4. The application's GUI must be contigurable by county staff independent of the vendor to keep up with
changing business requirements.
Test: The administrator of the application will attempt to reconfigure the Admin module
interface by adding II new field and relocating an existingfield to change the workflow.
5. The application must also provide open APls so that third parties can add external web applications
and/or transactions.
Test: An internal programmer will create a web page that accesses the applications database.
6. The application's human interlace must be similar to the staffs daily business routines. (Example;
familiar terminology used for field identifiers, related information groupings, and display of only
information pertinent to the record-type)
Test: The application's inteiface will be compared to the existing application to verify that the
new application follows current CD&ES business rules.
7. All modules must use one centralized database. Modules must be capable of viewing data from other
modules (i.e., the planning or permit module must be capable of displaying data from inspection module
as it relates to individual project/case).
Test: A test project, permit and a code case will be created for a single parceL Users in each
department will then open their respective item and check to see if they can view the information
created for the other departments.
128
8. The system shall minimize the amount of keyboard use and enforce data input consistency by providing
lookup tables, drop menus, and pick lists to permit the completion of most activities with a few
keystrokes. In J ~~II
Test: For every field tllat lias standard information and tables tllere sllould be a drop :rtwn or
pick list for eacll field. Tile user sllould not be able to enter new data into tllose fields. In fields
wllere comments are input need error checking for incorrect data entry and spell checking, i.e.
punctuations that negatively impact the data base should not be allowed. We will deliberately
input misspelled words, known punctuation problems in sequel, and abbreviations in tllose fields
for errors.
9. The system must be designed with sufficient editing, coding, and validation routines to guarantee that
data entry errors are avoided.
Test: In eacll module in every field that allows user input, users will deliberately enter incorrect
data.
10. The system shall provide a method to ensure that only one user can update a record being accessed by
two or more users. The system must provide the ability to audit and track who made entries in those
records.
Test: Two users in each department will open the same project, permit, action order, etc. and try
to modify them simultaneously.
II. The system must provide 'unlimited' space for inputting reviews, notes, and comments in a format that
is searchable.
Test: In each module users will input text (tile amount to be determined) into a field in eacll
module. Users will tllen attempt to searcll for key words and pllrases.
12. The system shall include a hypertext-based online help capability that automatically displays detailed
help dependent on the location of user's active cursor.
Test: Users in eacll department will click on the Help button on the application's toolbar, open
tile Help topics and searcll tllrougll tllem to compare tile contents of tile online lIelp against tile
vendor provided user manuals for eacll module.
13. The project/case presentation shall be designed to allow the multi-directional scrolling through the
screen loads without requiring re-entry of the same project/case.
Test: Users will verify tllat in eacll module tlley access that scrollbars are present and
functional.
14. The system must include historical logs, and audit trails for all fee/fines collection and reimbursement,
and project/permit/case activity.
Test: Screen sllots of a newly created test permit will be made and saved to a network drive.
Users will tllen make cllanges to tile permit. They will save the changes and close the permit.
Tiley will reopen tile permit and then attempt to view tile permit status as it existed prior to tllem
making cllanges.
15. Established maintenance routines and procedures must be included with the delivered Land Use and
Permitting Management System.
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Test: l. T. personnel will review the submitted documentation. They will then proceed to follow
the documentation to perform all maintenance routine and procedures. 1 I
16. The setup and configuration of the system shall be coordinated with and approved by the counQ,sv
Information Technology Director. The County will guarantee that any County supplied equipment (e.g.,
network, computers, printers, tile server) will meet or exceed the requirements as specified by the
Vendor in their response to this RFP.
Test: All implementation schedules and related documents will be submitted to the l.T. Director
for their approval. No hardware will be pure/lased until the vendor, Collier County I. T. staff and
the representatives from Community Development agree on the hardware and software that will
be purchased.
17. The proposed version of the software offered shall have been in use in other facilities tor not less than
six months. Initial, beta, or pending issue (first generation) software will not be evaluated.
Test: Proof that the vendor is meeting this requirement will be verified by contacting the
references that they are required to furnish in the "Vendor Question" section of the RFP.
18. The Vendor shall provide current release/version software at the time of system acceptance by the
County. The Vendor shall contact the County whenever new releases become available. All new
releases shall be provided at no additional cost as long as the warranty or the maintenance agreement has
been continuous.
Test: Proof that the vendor is meeting this requirement will be verified by contacting the
references that they are required to furnish in the "Vendor Question" section of the RFP.
19. The delivered Land Use and Permitting Management System must allow future expansion or
modifications with minimal disruption to the production system.
Test: Proof that the vendor is meeting this requirement will be verified by contacting the
references that they are required to furnish in the "Vendor Question" section of the RFP.
20. The system design must include integration between addressing, development review, plan review,
building permitting, building inspection, code enforcement, cash management and payment history;
thereby allowing the ability to research the status of a parcel by owner, address, or section, township,
range across all functional areas.
Test: A test project, permit and a code case will be created for a single parcel. Users in each
department will then open their respective item and check to see if they can view the information
created for the other departments
21. The system must promote the ability to review and communicate the current status of
project/permits/cases across the divisions from the individual desktops.
Test: Test projects/permits/code cases will be created on the same parcel. Users will open their
re~pective modules to see if they can view the current status of each of the other items created.
22. The system must have the ability to associate the geographical location (section, township, and range)
with each land development project. building permit, and Code Enforcement case. The overall design
must be seated as a land-base system.
Test: Users of each module will enter township, section, and range information into each of the
test projects/permits/code cases they create. Users will then attempt to find the geographic
130
locations of the test items they created through a GIS interface using township, section, and
range as their search criteria.
23. The system design must enforce the County's regulatory procedures for both non-resideliQ ~
residential structures. Regulatory rules must be enforced from land project development through final
inspection and the life cycle of code enforcement cases.
"-4
Test: Users will verify the capability to simultaneously review infrastructures and building
permits to completion by creating and running both simultaneously in the system.
24. The system generated unique numbering scheme must consist of a method to readily identify whether
the record is a land development project, building permit, inspection, or code compliance case. For each
unique number that the system generates, the user must be able to generate a transaction receipt.
Test: Multiple test projectslpermits/code cases will be created to verify that each one receives a
unique number for each group generated by the system.
25. The system must include the ability to associate all monies collected with the County's general ledger
accounting codes. An automated FTP and transactional Interface with Clerk of Courts finance system,
SAP, daily for three cash locations is required. The system must be able to add additional cash locations.
Test: Using the test database, a payment slip will be generated on permit that was created
previously for testing. The system administrator will create a new cashiering station and the
Cash Management department will complete the transaction. Reports will be run to verify that
the monies collected where credited to the proper accounts. This process will be repeated several
times. Transactions on that cashiering station will be balanced and reconciled by the supervisor
of the department. The file transfer for Finance will be compiled and sent.
26. The application should be able to confirm that the daily interface with the SAP FTP site was successful.
Test: See testfor 25.
Addressing
The system will integrate with Collier County's ESRI-based GIS. At a minimum the system will need to
support ESRI relates and joins to associate system attributes to corresponding spatial records. The system
must support not only ESRI-centric applications based on system data, but the ability to integrate ESRI
maps into the system interface.
Code Enforcement
This feature should be separate and distinct, as it relates to statistical reports, from the Code Case tracking
system. An initial complaint must be assigned a unique system generated number. Information should
include:
I. Initial Complaint:
.
Who reported: staff patrol or citizen?
How reported: written, phone, or in person.
Street address (this includes the function of automatically populating additional fields to
include subdivision name and number, Section, Township and Range.
Complainant contact number.
Complaint type designation, incorporating a due date based on predetermined priorities.
System generated Investigator assignments according to predetermined zones.
.
.
.
.
.
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.
Ability to close the initial complaint, with comments and photographs. Also.1Gv dr
data tracking of same, to include, property owner, type of complaint, who reported, area
reported, disposition and assigned investigator.
Each violation case must be automatically associated with previous and current cases for
the same address number.
I
.
2. The Initial Complaint can be converted to an actual Code Case and in doing so the following would be
required:
. Initial Complaint number converts to a unique system generated number for tracking.
. Data collected in the Initial phase populates the Code Case.
. A "letter module", with templates of regularly used letters, notices etc. is required. When
these are accessed and associated with a code case then they should populate with
required information.
. A drop down table that lists sections of the LDC as well as standard language for stand
alone Ordinances.
Test: A test complaint will be created. The user who creates the compliant will verifY that they
can input the following information into the system and that any information that the system
automatically populates is correctfor the address of the complaint:
3. Code Case:
.
Who reported the complaint, staiT patrol or citizen
How the complaint was reported: written. phone, or in person
Strect address (this includes vcrifying that the system automatically populates the
subdivision name and numbcr. Scction, 'fownship and Range tields.
Complaimmt contact number.
Complaint type designation, incorporating a due date based on predetermined priorities.
The system generated Investigator assignments according to predetermined zones.
Verify the violation case is automatically associated with prcvious and current cases tor
the same address number.
Close tlle initial complaint atter inputting comments and loading digital photographs
.
.
.
.
.
.
.
A Code Case must track all actions performed by allowing for entry oftield notes including date and time of
action. This area should have unlimited capacity for the user to input comments.
.
With each action (site visit, phone conversation, research) the ability to schedule the next
site visit, by date, is required.
A "flagging" system, tied into the official address number, is required to call attention to
other users of the system that a Code Case is in progress.
Digital photographs are to be downloaded and attached to the case allowing for written
descriptions. Must also be printable. Provide a method for inputting, storing, and
retrieving digital images Gpg files) taken at the code violation site. The system must
associate the image file( s) with the specitic case.
The ability to assign "levels" to a Code Case i.e.: waming, NOV, citation (field for
citation #) and disposition tracking i.e.; invoice, paid, civil judgment, tine, CEB, lien or
satisfaction of lien etc.
Ability to create and print letters, requests for Bid from approved contractors, Notice Of
Violation and invoices. This feature should populate required information from the data
system.
Track registered mail receipts and date sealed bids were received, as well as their bid
amount.
.
.
.
.
.
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. Ability to scan documents into respective Code Case and allow for searches of
documents.
. Ability to incorporate GIS technology into Code Case. 10 J
. Ability to generate a payment slips for cashiering.
Test: The previously created complaint will be upgraded to a Code Case and the user will
attempt to:
. Schedule site visits.
. Escalate the level of the case.
. Download digital photographs tor that case
. Crcatc letters (the user will attempt to email and print the letters) create notices of
violations.
. Create requests for bids.
. Scan documents from the case and attach them to the case.
. Gencrate a payment slip
. Verify that the system is tracking registered mail receipts: the date sealed bids were
received, as well as their bid amount.
4. Abatement:
When a Case requires that abatement action be taken by the County then the following would be required:
. A field for contractor assignment, date when job is to be completed, and the date job was
actually completed is required.
. Printable invoice to owner.
. Predetermined fee schedule.
. Automatic tickler on invoices based on due date (this should be a modifiable field to
allow for payment schedules). This "due date" would trigger the next phase of the case
(Executive Summary, Notice of Legal Assessment and Lien) requires a field for
recording Official 1.5 Book and Page of recorded documents.
. Upon compliance the system should generate and Affidavit to be executed by the
Investigator witnessing the abatement.
. Ability to generate a payment slips for cashiering.
Test: After the bids are created in the test for #3, Code Case, the inspector will sign the case off
as complete, and an invoice for the owner will be printed using the predetermined fee schedule.
Due dates will be checked to make sure they are created and automatically escalated the case to
the next phase. All entry into the Official 1.5 Book alld Page of recorded documellts will be
input, alld the illspector will verify that an Affidavit alld a paymellt slip were created.
5. Code Enforcement Board:
In the event a Code Case progresses to the CEB level the following would be required:
. A unique system generated number should be assigned.
. Board Action should be recorded in the same manner as a site visit.
. There should be a tield to differentiate between "Fines Assessed" and "Operational
Costs", also a tield to notate a reduction or waiver of fines.
. Reporting capabilities of each field are required.
. Several fields are required to document Official Book and Page of recorded document
and their types.
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Test: The test case will be escalated to the CEB level and the following will be verifiedl 0 J
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. A unique number for the case was gcncrated and assigned automatically.
. Separate tie Ids for 'fines Assessed', 'Operational Costs', and 'Waiver of Fines' exist.
. 'fields for Oflicial Book and Page' exist.
. A payment slip lor cashiering can be generatcd.
6. PV AC and Rental Registration Programs
. The ability to support existing web based applications
. Ability to generate payment slips for cashiering.
. The system needs to interface with Cold Fusion web-based and intranet applications
currently in use for the Rental Registration Program and Vehicle For Hire (VFH)
program.
7. Wireless Laptop
Support for code enforcement field investigators is required. This includes issuing a Notice of Violation,
reviewing existing case information, and updating existing case information.
. The system must provide the ability for the field inspectors to synchronize their daily
remote activity with the master database.
. Procedures must be in place to transfer the code field investigator's transaction files from
the laptop to the master database on a real time basis. Likewise, a transfer of the open
cases transaction set from the master database to the laptop is needed.
Test: A Code Enforcement inspector will take a laptop out into the field to perform their dai(v
tasks.
Permitting
1. An easy method to allow users to change fees in tables must be provided.
Test: We will go in and change a fee amount and/or the fee code, save changes then re-open to
make sure changes went into effect.
2. Provide analysis and reports needed to manage the land management and compliance related
operations in order to satisfy regulatory requirements and the public requests.
Test: Run reports that the vendor supplies and create custom reports. We will have key
personnel make up requests for reports and submit them to departments to create and run
reports and returll the data to them for accuracy and quality control check.
3. The system must contain embedded mechanism for automatic case review assignment to the appropriate
reviewing divisions and the establishment of the review due daters).
Test: We will load standard reviews into the permit record when created, user will check to make
sure the right reviews are loaded.
4. When creating multiple records, the ability to use existing data as a template for a new record must be
available allowing the system to populate the fields that contain the same data across the records rather
than manual entry of redundant data. For example, creating 20 address screens for a subdivision.
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Test: Go in and create multiple recorfls based on 1 existing permit, the data will be saved, user
will log off go back in and make sure the data is correct. 1 0 J
5. Provide mechanism for administrating all inspections related activIties (e.g., non- compliant, re-
inspection, conditional approval) for non-residential and residential land use.
t
Test: Permits already created will have the inspection types loaded; someone will set-up an
inspection through the lVR (integrated voice response system), and each item will show failed.
Re-call in the inspection and show it passed. Need to make sure the system shows the correct
data when entered. ltems that are non-compliant not a physical inspection but paperwork
needed to be brought into the office (i.e. spot survey 's, finish floor elevation's, threshold letters),
we will test to make sure these types of inspection codes cannot be done through the lVR.
6. Provide a method for inputting, storing, and retrieving digital images (jpg files) taken at the building
code violation site. The system must associate the image filers) with the specific case.
Test: User will attempt to download a set of digital images into the system, save the images to the
correct permit file. The user will save close and reopen to retrieve the images, need to make
sure the images are showing correctly.
7. Capture all land development project/cases activity from application until certificate of occupancy. This
includes the addition of fees for utilities and solid waste pickup service. A CO cannot be issued until
those fees are calculated and added to the permit.
Test: Create permit, follow through CO., the permit history will be checked to make sure all
data is correctly saved with all activity entered.
8. The system must include the ability to tie specialty permits to a parent permit.
Test: Create specialty permit and have a field in the data to show the parent permit or master
permit. User will enter specialty permit and make sure the main permit is tied to the specialty
permit. Need to verify that the workflow is correct, cannot issue CO. on master permit until all
related permits to that address are complete. Need capability to override with user security in
special circumstances.
9. The system must prevent the creation of more than one (duplicate) data record for the same
project/permit with the same address.
Test: System should not issue 2 house permits unless 1 has been canceled. User will enter
permit record in as single-fami(v, then go back in and enter another permit for same use, system
should flag warning that a permit has already been applied for and show what the status of the
permit currently is. If canceled then the system should allow re-entering in another one. Need
capability to override for special circumstances with user logon security.
10. The system must provide a means to create a "Master Permit" record to be used in the creation of
"Cookie Cutter" permits (multiple records of the same basic information). Creation of master permits
must be tied to logon authorization.
Test: Create master permit, use it to create individual cookie cutter permits. Enter data, save
and re-open to make sure all data is correct.
II. The system must provide a means to inquire into the database against these "Cookie Cutter" permits
created from the "Master Permit".
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Test: Request report on all cookie cutter permits based on the activity on the master permi'lo see
how many sub-permits were created from the master permit. l. 0 J
12. Support the logical progression of non-residential and residential building permit and their associated
activities throughout the permitting cycle.
Test: Create permit andfollow through completion to certificate of occupancy.
13. The system must automatically expire permits after 6 months of inactivity on permit. (Inactivity =, no
inspections within 6 months, not issued within 6 months of approval date, no response to reviewers
comments within 6 months, incl. Environmental Health). When a permit expires the system must
automatically generate a message to be sent to the permit holder through the IVR and lor email.
Test: Create permit, give expiration date, and log off. User will change system date to show
expiration date. Then log on, test system to make sure system gives correct message that permit
has expired.
14. Provide fully functional wireless remote access for the Building Inspectors while in the field or be able
to interface with an existing third party wireless application written in Visual Basic. The ability to print
a paper inspection ticket based on selecting inspection code (i.e. structural, plumbing, and electrical),
inspection date and inspection number as a back up incase of wireless failure.
Test: Inspectors will go in the field with their wireless laptops; they will download all inspections
assigned for that day. They will input all necessary information pertaining to that permit. Their
supervisors will check the permits to make mre the data is correct for that inspection. User will
test the paper report by selecting one or more of the three outlined criteria.
15. Laptop support tor building permit inspectors is required. This includes down loading inspections,
accessing historical data pertaining to the permit, real time inspection result updates, and reassignments
of inspections.
Test: Inspectors will go in the field with their wireless laptops; they will download all inspections
assigned for that day. They will input all necessary information pertaining to that permit. Their
supervisors will check the permits to make sure the data is correct for that inspection.
16. The system must provide the ability for the field inspectors to synchronize their daily remote activity
with the master database.
Test: Inspectors will go in the field with their wireless laptops; they will download all inspections
assigned for that day. They will input all necessary information pertaining to that permit. The
inspectors will check to make sure all data is correct.
17. The system must provide the ability to issue "Convenience Permits", consisting of a group of ten (10)
permits issued to one contractor for one (I) permit type, i.e. Shingle Roof Replacement, AlC
replacement, Siding replacement, Garage Door Installation. Each permit issued will have an "Inspection
Hold" status, until such time as the contractor returns the ticket to the Building Dept. with an address
and owner name, when the status will be manually changed.
Test: User will create a group of 10 permits with one contractor and one permit type; verify that
all 10 permits have been issued with an inspection hold. User will enter an address record on I or
2 permits to make sure the inspection hold comes off for those 2 permits only the remaining 8
permits should still be on hold.
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Development Review 10 J
I. The system must provide a means for managing and tracking sureties or bonds and warranties up to
three years from acceptance of a residential or non-residential development project.
."1
2. Applications are reviewed for land-use regulations compliance and the impact the development will
have on the County provided services. The concurrency determination tocuses on the process required to
determine the provisions of adequate public facilities (water, sewer, solid waste, drainage, parks and
recreation, and transportation). Staff is dependent on County's geographic information and the
Concurrency Ordinance's methodology tor deriving service levels consumption.
3. The roadway impact of the application development is analyzed using traffic counts and capacity levels
for the transportation links/sections levels surrounding development project. Modeling the increased
traffic usage (trips), using a predetermined formula, may be used by the staff to analyze the impact.
4. The staff studies potable water, wastewater, solid waste, and parks service availability for the
application area. The maximum capacity, current demands, reserved units, and vested demands for
County facility providing the service are used to analyze the impact of adding projected demands the
applicant's development would impose.
5. The analysis results are retained until all reviews are final and the application is approved or denied.
Approved applications require the shifting of reserved units of service to vested units and the release of
a certificate of concurrency. Applications that are being withdrawn require the release of the reserved
units of services.
6. Cross-referencing is critical to finding all submittals for a site. A method to establish a link between a
Master Project and its subsequent related subprojects, any and all aliases, or f.k.a. 's, a.k.a.. or other
name changes or reincarnations of that project and its subprojects must be part of any system.
Test: User will create master project, multiple sub-projects with aliases, save, reopen and attempt
to locate project by sub-project #, name, alias, address, or property ID #.
7. Capability to input and retain planning analysis, engineering, transportation, landscaping, architectural,
historical, fire prevention, utility, addressing, stormwater and other necessary project reviews and the results of
those reviews throughout all phases of the land-use development process from rezone of the original parcel to
partitioning of the rezoned parcel for development to final development plans and building permits.
Test: User will create project, enter in review comments o/various department, save, reopen and
make sure data is correct.
8. A means for inputting and maintaining County provided services associated with land development.
These services include transportation, parks and recreation, solid waste, water, fire, EMS, and jails. The
system shall provide functionality such as:
. Input of available units of service at a segment level for each service.
. Embedded algorithms for maintaining available, allocated, reserved, and expended
service unit levels.
9. The system shall have the ability to associate the specific park, fire, EMS, jails, water, solid waste,
sewage collection, treatment and disposal providing facility and roadway links given the project/case
geographical location.
10. A mechanism for maintaining mining operations applications, reviews, and annual progress reports is
needed.
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.
The system must provide templates of standard letters and forms. When accessed,
information will populatc into required fields. Also, must have ability to work with GIS
to create mailing list for property owner notification letters within a specified amount, i.e.
500 feet of designated property.
(1,.-1,
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Test: User will open up project, pull up letters and forms and verify that information populated
into document and is accurate.
. The system must have the ability to retain an historical record of all review comments
from all previous and current reviews. Ability to retain every re-submittal review.
Test: User will create a project, complete several reviews with comments, go back in for a re-
submittal review, complete reviews, close, open record and verifY that review comments from first
review have been retained.
. The system must automatically schedule required hearing dates, however must allow staff
the ability to change the dates when necessary.
Test: User will create a project that requires multiple public hearings; complete reviews, close
record, reopen, and verifY that hearing dates were scheduled accurately.
. The system must have ability to incorporate existing fee schedule into maintenance tables
to assign appropriate fees.
Test: User will create fee and test in creating a petition request to make sure it calculates
correctly.
Cash Management
.
When applied for all permits must have CO holds for Utility Conveyance automatically
placed on the permits if applicable.
CO holds should be able to be released one at a time or all at one time without having to
individually access each permits number.
.
I. Capture payment and billing information and display escrow account balances in real-time. Allow the
various forms of payment methods, including cash, escrow deduction, check, waivers/deferrals, IGC
transfers, and credit cards (for express permits only).
.
Users must be able to calculate impact and permit fees in different areas of the review
process, and create payment slips to present to the cashiering staff. Payment methods
include checks, cash, and transfers for IGCs, DCAs, and COAs.
.
Credit cards will be accepted for a select group of express permits only and all Rental
Registrations. Cashiers must be able to generate a receipt, the permit and an inspection
card.
.
Payment slips: All fee entries that generate a payment slip are required to provide user's
name per line item. Changes to payment slip are required to give last user's name on
payment slip.
.
Official Receipts: Official Receipt will have TWO names: the users that entered fees to
create payment slips or invoices, and the cashier that processed receipt. This requirement
is necessary to record and track all users that enter, change, delete or modify payment
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2. The system must include the ability to associate all monies collected with the County's general ledger
accounting codes. Cashiers must be able to create a transaction report to balance their cash drawer. Next
the supervisor must be able to complete the daily closing reports, create the GL Extract file, balance the
days work and send the GL Extract file through an automated FTP and transactional Interface with Clerk
of Courts finance system, SAP. This process is required daily for three cash locations. The system must
be able to add additional cash locations.
slips. Usernames and password security will be required to allow only authorized staff to
perform these functions.
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3. The application should be able to confirm that the daily interface with the SAP FTP site was
successful.
4. Ability to monitor refunds and partial refunds, utilizing status of receipts. Comment area for description
and detail.
5. Ability to run reports for status of receipts (transactions) for refunds.
6. Reporting capabilities to include:
. Daily Transaction Report, for each cashier, totals for cash, checks, grand transactions
totals and Number of transactions per cashier per day report. (see example report
CDPRIIOI)
. Payment Summary by Fee Codes. (See example report CDPRII04)
. General Ledger Account Report (AKA) General Ledger Fee Summary Report (see
example report CDPRII06)
. Maintenance tables must be access restricted by password. The system must provide the
ability for users to add, edit, activate, deactivate, and delete (to achieve) all fee codes,
access details such as associated dollar amounts for fee codes, GL accounts, fee types,
and status in the system. Provide the following information: last update date, last user
name, previous update, and previous user update. Provide reporting capability similar to
the current system reports that sort by fee code GL Account.
. Reports from maintenance tables for Cash Management.
. Fee Code Reports (Ability to sort by fee code or General Ledger Accounts).
. Fee calculation capabilities must be provided by the system for assessing and collecting
the County's non-residential and residential land development. A sample of the fee types
include; development request, impact, permit, certiticates, licensing, report generation,
surcharges, utilities related charges, late fees and fines.
. Integration with many peripherals including credit card processing, cash drawers, check
verification using system generated unique numbers for control purposes, and others.
Test: Using a payment slip generated in Permitting, capture payment and billing information and
display escrow account balances in real-time. Show the l'arious forms of payment methods,
including cash, escrow deduction, check, waivers/deferrals, IGC transfers, and credit cards (for
express permits only). Associate all monies collected with the County's general ledger accounting
codes. Show that refunds and partial refunds can be done and monitored, utilizing status of
receipts. Run a status report for receipts (transactions) for refunds. Complete a Daily Transaction
Report,for two cashiers, show individual totals by cashier (using names or numbers), grand totals
by cash locations, for all totals for cash, checks, grand transactions totals and number of
transactions per cashier per day report. Demonstrate the ability to integrate with many
peripherals including credit card processing, cash drawers, check verification using system
generated unique numbers for control purposes, and others.
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Contractor Licensing
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I. System supplied support for contractor and sub-contractor licensing information and monitoring.
Provide capability to scan paper documents into the Contractor's record.
Test: User will input all data pertaining to the contractor's personal record and business record,
including comments and authorized people. User will scan document and check to see documents
scanned correctly. User will log off and log back on to make sure all data is correct.
2. System provided tracking oflicensed and unlicensed contractor citations.
Test: User will need capability to keep track of unlicensed contractors without license # 's issued
and licensed contractors. Need to show citation #, name of person who citation was issued to,
address where activi(v was performed, issued date of citation, $ amount due, then date and dollar
amount paid or if licensed, license # of contractor. If citation issued to a licensed contractor then
note citation information on license record. User should be able to accept partial payments
showing a balance due. Need to be able to print a report monthly with all criteria.
3. Provide links to any documented unlicensed activity by property or permit.
Test: User will enter data in the address record of any unlicensed activity, which should link to
any citations issued to a particular person's name or address of violation in the Contractor
licensing system if found.
4. The ability to capture and maintain contractor complaints.
Test: User will input comments for any complaints pertaining to licensed contractors. System
should show indication that there are comments on the record.
5. When a contractor's license is put on hold or inactive the system should automatically generate a
message to be sent to the contractor through the IVR and lor email.
Test: User will put the contractor status on hold or inactive, test the IVR to make sure the
message is correct. User will also test the e-mail to make sure the message is generated.
6. The system must be able to create annual contractor license renewal forms by class code, status,
expiration date and alpha by last name for mailing. The system should be able to calculate the number of
renewals for all contractor class codes and verify that all have been printed. System should be able to
print an individual renewal without having to run the entire job. Reminder notices should be able to
print those that did not renew by using date criteria and class code. Renewal forms should be accessible
to change by user. The renewal process should be able to be run by the users without the help of LT.
personnel.
Test: User will enter in by status, class code, expiration date, system should automatically print
alpha by last name. User will make changes to forms to reflect current dates and wording if
necessary. User will need the ability to print by class codes, status, and expiration date. User will
print an individual renewal license without running the entire batch. User will test reminder
notices by selecting date criteria (which should print alpha by last name).
Administration
The system shall include multi-leveled security that can be maintained by the County's system
administrator. The technical training provided by the Vendor is to address the security schemes and their
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continued maintenance by the system administrator. System security shall encompass the following
expectations: 10 J
I. The application must allow the system administrator to create user names, passwords, groups, and rights.
The administrator must be able to edit a users access rights by reassigning users to groups or adding or
deleting additional rights to users based business requirements.
:"
Test: The application administrator will create multiple accounts with read only rights to full
admin rights in the Admin module. The corresponding groups, rights and passwords for each will
also be created. Each account will be tested to make sure that it has access to the files permitted
and only can peryorm the functions permitted by the administrator.
2. Access privileges to the system functions and data manipulation must be based on user logon
authorization.
Test: see previous test criteria above.
3. The system must confine access based on user privileges, promote unlimited group user rights
classifications definitions, and enforce server to field level security.
Test: see previous test criteria above.
4. Enable authorized staff to modify various tables and fields to adapt quickly to changes in business
rules/operations across all functional areas (e.g., fees, penalty assessment, committees, reviews, due
dates). Allow the Administrator to reconfigure the application QUI either through the modules or the
database and configure tables, screens, reports, and data exports without Vendor involvement.
Test: For each module a person will be assigned amI trained to be able to make modifications to
the module. In a test database they will change the workflow,fields and modify tables to verify the
application has the ability to be modified. Next a user will log in to the application and test each
module by inputting data and saving it to verify that the module still functions.
5. Provide a method to regulate logon/work group authorization to add or modify the physical address
fields of all project/permit records. Other system users will have display only capabilities.
Test: See item # 5.
6. User logon must grant authorization for maintenance of master tables containing County specific codes,
street names, subdivision name, and so forth.
Test: Refer to item 2 and 5.
GIS System Interface
1. The system will integrate with the Collier County's GIS software application to provide maps from a
central database. The system must give stat!' direct access to view geographic representations of all land
use, zoning, and infrastructure information associated with a parcel, permit, inspection, or plan reviews.
2. Provide the capability of relating to the geographic elements of the database(s) maintained by a GIS
system. This system will provide users with the capability of seeing either tabular or graphic data
information utilizing the most recent version of Arc Map by ESRI.
3. The system shall have the ability to do all functions of Geocoding as outlined by Collier County as it
relates to GIS and this new system. It shall also have the capability to do address matching and editing.
141
4. The system will integrate with Collier County's ESRI-based GIS. At a minimum the systei l)l Jed
to support ESRI relates and joins to associate system attributes to corresponding spatial recor~. The
system must support not only ESRI-centric applications based on system data, but the ability to integrate
ESRI maps into the system interface.
..
Test: The ability of the system to intetface with GIS will be tested by accessing GIS maps and data
in each core module.
Electronic Document Imaging
I. The users should be able to scan, import, export and view standard image tormats that relate to a project,
permit or code case application from inside the module's GUI and transparent to the user.
2. Provide interoperability with the following standard image formats: BMP, GIF, JPG/JPEG, PDF, PNG
and TIF/TIFF.
3. Provide access to data from any TWAIN compliant image peripheral using the high-level TWAIN API.
TWAIN image peripherals include desktop & workgroup scanners, hand scanners, digital cameras,
image databases, frame grabbers or any other raster image source that complies to the TWAIN protocol
and API.
Test: In each module purchased users who are working with the test permits, projects and code
cases, the users will attempt to open scanned documents attached to those test accounts and view
the documents
Internet Application Interface
I. The system shall have the ability to provide blank Permit Applications and Inspection Request forms for
completion via the Internet.
2. Provide real-time, direct access via the Internet to Collier County's permit and land management
activities
3. Citizens and businesses must be able to apply and pay for permits or app requests, schedule inspections,
check the status of an app request, permit, inspection, or print an approved permit directly from the
Internet, 24 X 7.
Test: A user will log onto the counties Internet site and query the site to retrieve data on the test
permits, projects and code cases. The returned data will be checked against the same query run
against the client/server application
Interactive Voice Response
I. Proposed system must support a minimum of 8 analog phone lines.
2. Changes requested through the Integrated Voice Response (IVR) system must be immediately reflected
when a permit, case or project is accessed.
3. The voice-activated system must notify the requestor if a contractor is not valid and notify a caller if
there is a Certificate of Occupancy 'hold' on a permit.
4. The proposer's database must include fields to store addresses, phone numbers, email addresses and fax
numbers.
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5. System must generate and send canned fax and email messages with permit inspection results as soon as
the permit record is updated 10 J
6. Speech Recognition that allows the IVR system to recognize human speech in addition to telephone
touch tones.
~l
7. Allow contractors who hold licenses in Collier County to check the status of information such as:
. License expiration date
. Renewal amount
. Payment information
. Any penalty fees that are owed
. Check to see when renewal mailings will occur
8. Provide a menu option tor the IVR system to:
. Direct callers to the staff voice mailboxes by the voice mail box number if known, or
spell out a portion of the desired staff s name.
. Prompt the caller to enter a call-back number and the IVR system will page the staff
member and display the call back number.
9. IVR system must:
. Generate an audio file for system prompts and responses, so the jurisdiction does not
have to record voice segments.
. Dynamically generate responses for street names as they are read directly from the host
database, while menu prompts are defined and stored during the call flow design.
Test: Using one of the test permit numbers, a user will check the status of a permit and attempt to
schedule an inspection.
Financial Management System
I. Collier County employs SAP as their financial management system (FMS).
2. All monetary transactions generated with in the Land Use and Permitting application must interface with
SAP.
3. Every Monday through Friday the system must produce an electronic transaction text files from three
separate cashiering locations.
4. The existing system sends the file to SAP via an FTP connection through a secure firewall that requires
a user name and password to the SAP system.
5. Collier County prefers that the interface process with SAP be as automated as possible with limited or
no user intervention.
6. Once that transaction is completed the system will be required to send the user a confirmation that the
interface was successful.
Test: The SAP system will automatically send conformation of a successful file transfer. Files will
be transferredfor each of the three cash collection locations.
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Appendix J: Non-Proposer Response
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NON-PROPOSER'S RESPONSE
For purposes of facilitating your firm's response to our invitation for the RFP, we are interested in ascertaining
reasons for prospective proposer's failure to respond to this invitation.
If your firm is not responding to this RFP, please indicate the reason(s) by checking any appropriate item(s)
listed below and return this form to:
Attention: Michael F. Hauer, CPPO, CPPB
Purchasing Acquisitions Manager
Collier County BOCC, Purchasing Department
3301 Tamiami Trail East, Bldg. G
Naples, FL 34112
(239) 774-8965
(239) 530-6699 - Fax
MikeHauer@colliergov.net
We are not responding to this RFP for the following reason(s):
o Services requested not available through our company.
o Our firm could not meet specifications.
o Specifications not clearly understood or applicable (too vague, rigid, etc.)
o Project too small.
o Insufficient time allowed for preparation of response.
o Incorrect address used. Please correct mailing address:
Other reason(s):
Name of Firm
Mailing Address
City, State, Zip:
By:
Signature of Representative
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~ COLLIER COUNTY GOVERNMENT
Administrative Services Division
Purchasing Department
Contract Administration
lUJ
Purchasing Building
3301 E. Tamiami Trail
Naples, Florida 34112
Telephone: 239/252-2667
FAX: 239/252-6593
www.colliergov.net
December 11, 2007
Clive Daniel
Municipal Software
4464 Markham St.
Suite 1108
Victoria, Be, Canada V8Z7X8
RE: Amendment #1, Exhibit A-I, for Contract #06-3962 "New Divisional Software
System for Community Development and Environmental Services"
Dear Mr. Daniel:
Weare pleased to enclose your copy of the fully executed Amendment #1, dated December
10,2007, for the above-referenced contract.
If you have any questions, please do not hesitate to contact me at 239/252-8990.
Very truly yours,
rX!~^ ~J~
L~iil ~ood, C.P.M.
Contract Specialist
C: Adonis Martinez, CDES
Bonnie Baer, Finance
j ,(1.tl~H ks r f'rJC.:' ~l.::
EXHIBIT A-I Contract Amendment # 06-3962
"New Divisional Software System for Community Development and Environmental Services"
lUJ
This amendment, dated May 30, 2007 to the referenced agreement shall be by and between the parties to
the original Agreement, Municipal Software Corporation (to be referred to as "Vendor") and Collier
County, Florida, (to be referred to as "County").
Statement of Understanding
RE: Contract # 06-3962
"New Divisional Software System for Community Development and Environmental Services"
In order to continue the services provided for in the original Contract document referenced above, the
Vendor agrees to amend the above referenced Contract as follows:
I. Delete language pertaining to retainage under article 4 of Section IV Compensation.
4. Payment of Compensation. The Vendor shall submit invoices to the County on a monthly basis,
or on such other basis as may be mutually agreed upon by the Parties. Each invoice will be
itemized. The County shall pay the Vendor for the performance of this Agreement upon
completion of the work as accepted and approved by the County's Project Manager or his
designee. Payments shall be made to the Vendor when requested as work progresses, but not
more frequently than once per month. Ie,;,; 10% re!ainage WAicR ,;Rall Be Rela BY tAe COHn!)' HRtil
,;ati,;faetery Geml"letien of tRe Venaer',; worle Payment will be made upon receipt of a proper
invoice and in compliance with Section 218.70, Fla. Stats. otherwise known as the "Florida
Prompt Payment Act".
2. Release of all retainage currently held under this contract will be In accordance with the County
Purchasing Policy and Procurement Administration Procedures.
The Vendor agrees that this amends the original Contract. All other terms and conditions of the
agreement shall remain in force.
IN WITNESS WHEREOF, the Vendor and the County have each, respectively, by an authorized person
or agent, hereunder set their hands and seals on the date(s) indicated below.
Accepted: December 10,
,2007
VENDOR:
Municipal Software Corporation
C//LA~
COUNTY:
By:
C/(v-C /;br1( t'/
------------------------------------------------------
BO
CO
Clive Daniel, CFO
By:
'.-........
Agenda
Dal8
U)J
8---l1-t1
1~/13111
(Type name) Project Manager
Item #
~:PA~~~~
Date
Rec'd
_______g~_r;::I__J';tuLLee---------------------
(Type name)
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DIVISION ADMINISTRATOR
__;[~~~1?}1___i>_c:.I1JO_t_t:_~___..____________
Type name)
CONTRACT?SPECIALIST /J
By :fr y;/c~
_ _ __ _ _~ y. ____ ~ !?!?d_ ___ ___ ___ _ __. ___ ___ _ _____ __
(Type name)
";'\ COLLIER COUNTY GOVERNMENT
Administrative Services Division
Purchasing Department
Contract Administration
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Purchasing Building
3301 E. Tamiami Trail
Naples, Florida 34112
Telephone: 239/252-2667
FAX: 239/252-6593
www.colliergov.net
January 14, 2008
Clive Daniel
Municipal Software
4464 Markham St.
Suite 1108
Victoria, BC, Canada V8Z7X8
RE: Amendment #2, Exhibit A-2, for Contract #06-3962 "New Divisional Software
System for Community Development and Environmental Services"
Dear Mr. Daniel:
We are pleased to enclose your copy of the fully executed Amendment #2, dated December
13, 2007, for the above-referenced contract.
If you have any questions, please do not hesitate to contact me at 239/252-8990.
Very truly yours,
~ . 'teJ t~J'
LykwoOd, C.P.M.
Contract Specialist
C: Adonis Martinez, CDES
Bonnie Baer, Finance
I Minutes & Records
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EXHIBIT A"- Contract Amendment;l...
Contract #06-3962
"New Divisional Software System for Community Development and Environmental Services"
This amendment, dated ),;: (;;/rJ'J/k..e. 13 , 2007 to the referenced agreement shall be
by and between the parties to the original Agreement, Municipal Software Corporation (to be referred to
as "Vendor") and Collier County, Florida, (to be referred to as "Owner").
Statement of Understanding
RE: Contract # 06-3962
"New Divisional Software System for Community Development and Environmental Services"
In order to continue the services provided for in the original Contract document referenced above, the
Contractor agrees to amend the above referenced Contract as per the Supplemental Authorization Exhibit
"AI-A and AI-B" attached to this Amendment and incorporated herein by reference.
The Contractor agrees that this amends the original Contract and that the Contractor agrees to complete
said services in the amount of one hundred nineteen thousand eight hundred nineteen dollars
($119,819.00) as per Exhibit "'9.-A and ~-B".
All other terms and conditions of the agreement shall remain in force.
IN WITNESS WHEREOF, the Contractor and the County have each, respectively, by an authorized
person or agent, hereunder set their hands and seals on the date(s) indicated below.
Accepted:
\ ..t (, l'~ b "' ,- I '1, ,2007
CONTRACTOR:
MUNICIPAL SOFTWARE CORPORATION
OWNER:
BOARD OF COUNTY
CO ISSIONERS
OF OLLlER COUNTY, FLORIDA
inez, Project Manager
By:
By:
D. ~RTMENT~~AGE~
BY:~~
Gary Mullee
DIVISION ADMINISTRATOR
By: ~ ~ .. t:....
I Jo eph Schmitt
/
ONTRACT SPECIALIST
I
By l. L/
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SUPPLEMENTAL AUTHORIZATION EXHIBIT ~
Vendor will procure, configure and install an Interactive Voice Response (IVR) system and
integrate it with CityView. The IVR is required to meet Owner's business needs and the
creation of an interface to an IVR is a current requirement of the existing contract #06-3962
between Vendor and Owner. This Amendment will enable Vendor to procure the required IVR
products and services from the Selectron Corporation on behalf of Owner. The IVR system will
consist of the components listed on Exhibit A 1-B, attached hereto and incorporated herein by
reference.
The Work shall begin on or about January 1, 2008.
The Work shall be completed on or before October 31,2008
The total amount of this contract Amendment shall be $119,819.00, payable as follows:
25% or $29,954.69 invoiced upon acceptance of call flow design document
50% or $59,909.38 invoiced upon completion of onsite installation and includes
equipment
20% or $23,963.75 invoiced 30-days after onsite installation
5% or $5,990.94 invoiced upon final acceptance.
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Exhibit A).-B
...,
VoicePermits'M Interactive Voice Response Solution (12 Port)
Included Functionality:
Schedule an Inspection
Cancel an Inspection
Obtain Inspection Results
Post Inspection Results
Speak Site Address
Permit Based Messaging
VP Reporting Module
ProUant ML 350 65 Rackmount Server S.pecifications:
Intel Xeon Dual-Core 2.0 6Hz Processor MicrosoftT" Windows<81 2003 Server
2 G8 RAM Microsoft SQl Server
Two (2) 80GB SATA Hard Drives (RAID 1) Remote Access Software
CD ROM, 56K Modem, Netlrvork Card licensing and Hardware for 12 Voice Ports
Certificate of Occupancy
Correction Codes
Dynamic Information System up to 200 Messages & Fax Document Combined (SmartDellvery Required)
Escrow Account Status
Inspection Results & History (Fax & E-mail)
Outbound Delivery Services Engine (Initial Setup-R;~uiredforOutbound Notifications)
Automatic Results Notification (Requires Outbound Delivery Services Engine)
Professional Voice Recording-English (Includes System Prompts, Street Names & Correction Codes)
Translation & Professional Voice Recording of System Prompts-Spanish
Plan Review Status (Spoken, Fax & E-mail)
Smart Delivery (Required When Fax or E-mail Functionality is Purchased)
Spanish Language Call Flow Development
Utility Notification (Fax)
Solution Design and Development
Selectron Project Management
On-Site Installation, Travel Expenses and Training
12 Month Warranty on Selectron Technologies-Provided Hardware and Software
Starts Upon Completion of On-Site Installation
Full System Documentation
Required Items Not Included in Selectron Technologies Offering
. Phone lines and network service required to support the installation
. Required Host Interface
. Host Interface components must be installed and functioning priorto on-site installation
Revised 1107
2.15.3
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. ~~~~~~E~~~.
Microsoft.
GOlD CERTifiED
Paltner
Statement of Work
VoicePermits ™
Certificate of Occupancy (Fax, E-mail)
Correction Codes
Dynamic Information System
Escrow Account Status
Inspection Results and History (Spoken, Fax, E-mail)
Plan Review Status (Spoken, Fax, E-mail)
Professional Voice Recording (Call Fiow and System Prompts)
Professional Voice Recording (Correction Codes)
Professional Voice Recording and Translation (Spanish)
Professional Voice Recording (Street Names)
Spanish Language
Utility Notification (Fax)
Outbound Delivery Services ™
Outbound Notify: Automatic Results Notification
SmartDelivery
Spanish Language
www.SelectronTechnoloaies.com
Seleclron Technologies, the SeJectron Technologies logo, and all Selectron Technologies product names
contained herein are trademarks or registered trademarks of Selectron Technologies, Inc. in the USA
and/or other countries. All other brand names are trademarks of their respective holders.
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Selectron Technologies Statement of Work
proprietary & confidential
Table of Contents
1.0 Overview 2
2.0 Functionality 2
2.1 VoicePermits 2
2.2 Outbound Delivery Services 6
3.0 Administrative Tasks 7
3.1 VoicePermits 7
3.2 Outbound Delivery Services 10
4.0 Deliverables 12
4.1 Hardware 12
4.2 Software 12
4.3 Installation and Training 13
4.4 Documentation 13
4.5 Support 13
5.0 Responsibilities and Requirements 14
5.1 Selectron Technologies, Inc. 14
5.2 Customer 16
6.0 Outbound Delivery Services Disclaimer 20
Appendix A: Hardware Specifications 21
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1.0 Overview
This Statement of Work (SOW) outlines the software, hardware, and implementation services
included with the purchase of an interactive solution from Selectron Technologies. Additionally, this
document describes the Customer's responsibilities in providing a suitable environment and facili-
tating a successful implementation of the Selectron Technologies' interactive solution.
2.0 Functionality
This section details the functionality of each appiication included in the implementation of this inter-
active solution. All functions and features are dependent upon required permitting data availability.
The interactive soiution must be able to retrieve data from the permitting database either through
direct access or through an indirect interface provided by the Customer and/or database vendor. In
addition, the interactive solution is required to post data back to the permitting database. Normally,
an indirect interiace is provided to ensure system integrity for posted data.
The exact data required for retrieval and posting by the interactive solution is determined by final
product definition including agreed upon call flow, business rules, and work process. Additionally,
the call flow, business rules, and work process may be limited by the availability and access to
data.
2.1 VoicePermits
The VoicePermits application interacts with the Customer's permitting database to deliver
information and services over the phone to callers.
2.1.1 Standard Feature Set
This section details the standard features included with the VoicePermits application.
2.1.1.1 Inspection Scheduling
VoicePermits allows callers to schedule, reschedule, and cancel inspections.
Additionally, callers can leave messages for inspectors: messages are stored
on the interactive solution's server for 90 days. Once the caller has sched-
uled, rescheduled, or cancelled an inspection, they will receive a confirmation
number. To access scheduling functionality, callers must enter a valid permit
number.
Once the inspection has been scheduled, and an inspector has been
assigned in the permitting database, callers can request the inspector's
name. When requesting the name, callers must enter the permit number and
the inspection code. The inspector's name must be associated with the permit
record and inspection in the permitting database to ensure functionality.
2.1.1.2 Posting Inspection Results
Inspectors can use VoicePermits to post inspection results, hear messages
left by the permit holder, and leave a message for the permit holder. To
ensure security, inspectors must enter a PIN prior to recording results. The
PIN can be determined by the Customer. but must be validated by the permit-
ting database.
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2.1.1.3 Obtain Inspection Results
Permit holders can call VoicePermits to listen to the results of their scheduled
inspection and listen to any messages left by the inspector: messages are
stored on the interactive solution's server for 90 days. To access inspection
results. callers must enter a valid permit number.
2.1.2 Additional Features
This section details the optional, add-on moduies included with the VoicePer-
mits application.
2.1.2.1 Certificate of Occupancy
Callers can call VoicePermits to check the status of their certificate of occu-
pancy. After the caller enters the permit number, VoicePermits speaks the site
address, permit status. whether or not the certificate has been issued, and the
date issued. Additionally, callers may request a faxed andlor e-mailed copy of
the certificate of occupancy. Using the keypad, callers can enter a fax number
to which the document should be sent. When requesting an e-mail, the
caller's e-mail address must be available in the permitting database and asso-
ciated with the permit record. If an e-mail address is not available, callers are
not given the option of receiving an e-mail.
The exact data to be displayed on the Certificate of Occupancy fax/e-mail
template must be determined during system implementation. While the static
information on the template (Customer logo, address, etc.) can be changed
by the Customer, all data changes after development has begun are billable
on a Time and Materials basis. Information on a Certificate of Occupancy
generally includes the site address, permit number, type of construction,
occupancy, and the issue date. All information to be presented on the tem-
plate must be available in the permitting database.
2.1.2.2 Correction Codes
When posting results for a failed inspection, the inspector can enter a correc-
tion code. Correction codes detail the specific reason for inspection failure.
The description of the correction code is available to callers requesting
inspection results.
The permitting database must allow the input of correction codes, as well as
access to the field storing the codes, to allow full functionality of this module.
The Customer is responsible for maintaining correction code data (section
3.1.12, Maintain Correction Codes).
2.1.2.3 Dynamic Information System
The Dynamic Information System (DIS) allows the Customer to dynamically
create hierarchically-structured menus that provide callers with a way to
access pre-recorded informational messages, request faxes, or transfer to
specific extensions.
DIS is comprised of a series of menus, each containing additional sub-menus
or items. The dynamic nature of DIS allows the Customer to configure the
menus and items to fit the content and nature of information provided to call-
ers.
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The number of items included with DIS implementation is determined by the
number of licenses purchased (refer to the Contract for more information).
Items can include faxing requests, informational messages, or transfers to
specific extensions. Additionally, each item or menu may have a shortcut
number associated with it, allowing callers to go directly to a specific item or
menu without waiting through a series of prompts. Access to DIS is placed
within the call flow; DIS cannot be used to change the interactive solution's
implemented call flow.
2.1.2.4 Escrow Account Status
Contractors who have an escrow account setup with the Customer's jurisdic-
tion can request the account balance over the phone. Escrow accounts are
typically used for paying building and planning fees.
2.1.2.5 Inspections Results and History
After hearing inspection results, callers can choose to have a document faxed
andlor e-mailed to them displaying results for a specific inspection, or all
inspections, associated with a permit. To request an e-mail, the caller's e-mail
address must be available in the permitting database. If an e-mail address is
not available, callers are not given the option of receiving an e-mail. This
module uses a specific fax/e-mail template-refer to section 3.2.7, Define
Fax Template Location, for more information.
The exact data to be displayed on the Inspection Results and History fax/e-
mail template must be determined during system implementation. While the
static information on the template (Customer logo, address, etc.) can be
changed by the Customer post-installation, all data changes after develop-
ment has begun are billable on a Time and Materials basis. Information
included on an Inspection Results and History fax/e-mail template generally
includes the inspection number and type, description of the permit, scheduled
date, the inspection result, inspection date, and the inspector name. All data
must be available in the permitting database.
2.1.2.6 Plan Review Status
Callers can request their plan review status after entering a permit number
and site address. VoicePermits plays the department stop, the review status
for each stop, and the date completed for each stop.
This module allows the Customer to implement Plan Review for up to ten (10)
permit types, with up to eight (8) permit stops each. Additional costs may
apply if more Plan Review permit types or permit stops are needed, depend-
ing upon project scope.Additionally, callers can choose to have a document
faxed andlor e-mailed to them, detailing each step of the plan review process
with its status. When requesting a fax, callers use the keypad to enter the fax
number where documents should be sent. To request an e-mail, the caller's
address must be located in the permitting database and associated with the
permit record. If an e-mail address is not available, callers are not given the
option to receive an e-mail.
The exact data to be displayed on the Plan Review fax/e-mail template must
be determined during system implementation. While the static information on
the template (Customer logo, address, etc.) can be changed by the Customer
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post-installation, all data changes after development has begun are billable
on a Time and Materials basis. Template information typically includes header
information Uurisdiction address, etc.), permit number, applicant's name,
overall plan review status (for permit), department stop with corresponding
date and status. comments (if available), and current date and time. This
module uses a specific fax template-refer to section 3.2.7, Define Fax Tem-
plate Location) for more information.
2.1.2.7 Professional Voice Recording
All system prompts (including call fiow), correction code descriptions, and
street names are professionally recorded prior to installation. Additionally, all
outbound notification prompts are professionally recorded (section, Out-
bound Notify). The following non-system prompt and message types are not
included, and require Customer recording:
. Dynamic Information System prompts and messages (section 2.1.2.3,
Dynamic Information System)
. Optional Greeting (section 3.1.4, Append an Optional Greeting)
For more information regarding non-system prompt recording, refer to section
3.1.7, Record Prompts and Responses.
The Customer must sign-off on all Professional Voice Recording scripts prior
to prompt recording. All prompt change requests after recording has been
completed may incur additional charges on a Time and Materials basis.
2.1.2.8 Spanish Language
The Spanish Language module enables Voice Permits to play back system
prompts in both English and Spanish. Additionally, all dates, numbers, ordi-
nals, currencies, and letters are translated to the proper language. All other
prompts must be recorded and translated by the Customer (section 3.1.7,
Record Prompts and Responses).
When Professional Voice Recording has been implemented in conjunction
with the Spanish Language module, all system prompts (including call fiow)
and correction codes are translated and recorded in Spanish prior to installa-
tion. Non-system prompt and message types are not included and require
Customer translation and recording. Refer to section 2.1.2.7, Professional
Voice Recording, for a list of non-system prompts and messages.
2.1.2.9 Utility Notification
When an inspector posts a passing result on a finai gas or electric inspection,
VoicePermits generates a Request for Activation document and send it to the
applicable utility department by fax and/or e-mail. If more than one utility com-
pany exists, the inspector chooses which one to send the document to. The
Utility Notification is sent immediately after the inspector posts the result. The
fax number and/or e-mail address must be available in the permitting data-
base.
This module uses a specific fax/e-mail template-refer to section 3.2.7,
Define Fax Template Location, for more information. The exact data to be
displayed on the Utility Notification template must be determined during sys-
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tem implementation. While the static information on the template can be
changed by the Customer post-installation, all data changes after develop-
ment has begun are billable on a Time and Materials basis. Typical informa-
tion displayed on a Request for Activation document includes the site
address, permit number, description of the permit, and the date of inspection.
All information must be available in the permitting database.
2.2 Outbound Delivery Services
Outbound Delivery Services is an information delivery system that allows the Customer to
initiate automated outbound campaigns to deliver information and messages to citizens. The
engine is used to power two service types: Outbound Alert and Outbound Notify. Both ser-
vice types are implemented separately. The service type(s) that are implemented for the
interactive solution are detailed below.
2.2.1 Standard Feature Set
This section details the standard features included with Outbound Delivery Services.
2.2.1.1 Outbound Notify
The Outbound Notify service type enables the Customer to run contextual
campaigns tailored to specific individuals or groups. Typically, Outbound
Delivery Services pulls data from the Customer's application database(s) to
present information to citizens, although Selectron Technologies works with
the Customer to implement other solutions. Due to their complex nature, each
notification requires Professional Services to configure.
Outbound Notify can be implemented with a number of pre-configured notifi-
cations or Selectron Technologies works with the Customer to develop cus-
tom notifications as agreed upon. Refer to section, Additional Features, for
a list of all pre-configured notifications included with this implementation.
Notifications can be configured to run automatically or at specific dates and
times. Notifications are sent via phone. When SmartDelivery has been imple-
mented, Outbound Delivery Services can send notifications via fax andlor e-
mail (section 2.2.2.2, SmartDelivery).
2.2.2 Additional Features
This section details the optional, add-on modules included with this implementation of
Outbound Delivery Services.
2.2.2.1 Outbound Notify: Automatic Results Notification
This service requires the VoicePermits application. During the inspection
scheduling process, the permit holder may request to be contacted when
results have been posted by the inspector. After selecting this option, the per-
mit holder is prompted to enter their telephone number using the telephone
keypad.
When SmartDelivery has been implemented, callers may request to receive
the notification via fax or e-mail (only one notification delivery method can be
requested by the caller). When requesting a fax, callers are prompted to enter
the fax number to where the document should be sent. When requesting an
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e-mail, the caller's e-mail address must be available in the permitting data-
base and associated with the permit record. If an e-mail address Is not avail-
able, callers are not given the option of receiving an e-mail.
After inspectors have posted the results of an inspection, permit holders are
contacted with the notification. Information played to the caller includes the
permit number, inspection type, inspection result. and the date of inspection.
If Outbound Delivery Services reaches a voice mail, a generic message is
played stating that a result was posted to the inspection, but the actual result
Is not played.
Permit holders who are contacted via phone are transferred Into the VoiceP-
ermits call flow, allowing them to retrieve inspector messages. if applicable, or
access other VoicePermits options.
2.2.2.2 SmartDelivery
Smart Delivery software enables Outbound Delivery Services to send faxes
and/or e-mail to message recipients.
2.2.2.3 Spanish Language
The Spanish Language module allows Outbound Delivery Services to play
outbound campaign messages in both English or Spanish over the phone.
The content of the message Is identical for each language. All messages
must be translated and recorded by the Customer, however, all dates, num-
bers, ordinals, currencies, and letters are already translated to the proper lan-
guage. Depending on configuration, campaigns sent via fax, e-mail, or text
message include both English and Spanish within the same message.
3.0 Administrative Tasks
This section details tasks that the Customer's system administrator can perform while maintaining
and operating the interactive solution.
3.1 VoicePermits
The tasks listed below apply to the Voice Permits application.
3.1.1 Run System Reports
System administrators can generate, view, save, and print system usage reports
using Microsoft Internet Explorer@> 5.0, Netscape Navigator@> 6.0, Mozilla Firefox 1.0.
or newer. with access to the Customer's Intranet. Reports can be saved as PDF files
from the browser. Table 1 lists the reports available with this implementation.
Table 1 System Reports
Report Definition
Daily System Usage
Calls received by day for selected date
range
System Line Usage
Calls received by line for selected date
range
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Table 1 System Reports
Report Definition
Hourly System Usage
Calls received by hour for selected date
range
Action
Number of times a menu option was
selected for selected date range
3.1.2 Set Operator Transfer Extension
By setting the operator transfer extension, system administrators can determine
where VoicePermits transfers calls. Calls can be transferred to different extensions
depending on the time of day and what type of information the caller is requesting.
Operator transfer settings are managed using the Administration Tool (section 4.2,
Software).
3.1.3 Set Office Hours and Holidays
When office hours and holidays have been set, the system checks against the office
hours and holiday schedule to determine the correct action when transferring calls.
3.1.4 Append an Optional Greeting
Appending an optional greeting instructs the system to play an additional greeting
message when callers access VoicePermits. The optional greeting can be used to
inform callers of changes in office hours or upcoming holidays. System administrators
are responsible for recording the optional greeting. Training on how to record prompts
and responses is provided during system installation (section 4.3.2. Provide Admin-
istrative Training).
3.1.5 Control Administrative Access
The system administrator is responsible for creating and deleting administrative
accounts, edit account access levels, and change the prompt recording access PIN
for the interactive solution. Access levels can be set to only allow reporting capabilities
or to allow full administrative access. Administrative access can be set using the
Administration Tool (section 4.2, Software).
3.1.6 Add New Streets
As new streets are added to the Customer's jurisdiction, the system administrator
should add them to VoicePermits: this ensures that appropriate responses are played
to caller inquiries. Adding new street names and words requires two steps: creating
the file in the Administration Tool (section 4.2, Software) and then recording the name
or word using the telephone.
When Professional Voice Recording has been implemented, street name prompts are
recorded for you prior to system delivery. Any new or updated prompts can be
recorded for the Customer on a quarterly basis; prompts needing immediate record-
ing, between quarterly updates, are the Customer's responsibility (section 3.1.7,
Record Prompts and Responses).
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3.1.7 Record Prompts and Responses
New street words, codes, or system prompts need to be recorded. Recording prompts
and responses creates an audio file for use by VoicePermits during a call. Each word
or phrase has a unique identifying number that is used in recording. After a report is
generated showing the number of unrecorded prompts, you can call the system to
record the missing prompts.
When purchasing Professional Voice Recording, all system prompts (including call
flow), correction codes. and street names are recorded prior to system delivery. How-
ever, non-system prompt types and messages must be recorded by the Customer:
refer to section 2.1.2.7, Professional Voice Recording, for a list of non-system
prompts. Training on how to record prompts and responses is provided during system
installation (section 4.3.2. Provide Administrative Training).
When the Spanish Language module is implemented, recording and translation of
prompts from English to Spanish is the Customer's responsibility. Dates, numbers,
ordinals, currencies, and letters are already translated to the proper language.
When Professional Voice Recording has been implemented in conjunction with the
Spanish Language module, all system prompts (including call fiow) and correction
codes are translated and recorded in Spanish prior to installation. Street names and
non-system prompt and message types are not included and require Customer trans-
lation and recording. Refer to section 2.1.2.7, Professional Voice Recording for a list
of non-system prompts and messages.
3.1.8 Monitor System Status
Using the system monitor. the Customer's system administrator can view the status of
the VoicePermits system. The status of each line is displayed, complete with the
actions (if any) that are currently taking place.
3.1.9 Maintain DIS Prompts and Menus
The Customer is responsible for maintaining the DIS menus and items. This includes
adding. editing, and deleting DIS menus, sub-menus, and items for each included sys-
tem. Additionally, the Customer is responsible for recording DIS prompts and mes-
sages. Training on how to record prompts and responses is provided during system
installation (section 4.3.2, Provide Administrative Training).
3.1.10Set Maximum Message Length
The VoicePermits application allows callers to leave messages for inspectors. By set-
ting the maximum message length, the system administrator can determine a specific
amount of time for messages. While messages can be any length, Selectron Technol-
ogies recommends that they be no longer than the automatic default of five minutes.
3.1.11 Define Schedule Days
The VoicePermits application offers callers a specific number of days ahead for
inspection scheduling. The system administrator can set the number of available days
using the Administration Tool (section 4.2, Software). The Customer's business ruies
determine how many days forward VoicePermits will offer callers.
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3.1.12 Maintain Correction Codes
The system administrator is responsible for adding, editing, and deleting VoicePer-
mits' correction codes using the Administration Tool (section 4.2, Software). When
correction codes are added, the system administrator must also create a correspond-
ing recording of the description to be played back to callers (section 3.1.7, Record
Prompts and Responses). Selectron Technologies assists the Customer with the ini-
tial code configuration.
When Professional Voice Recording is implemented. prompt recording for correction
codes is done prior to system delivery. The Customer is responsible for recording any
subsequent correction code prompts. Selectron Technologies offers additional prompt
recording of correction codes on a time and materials basis.
3.1.13 Maintain Plan Review Codes
The system administrator is responsible for adding, editing, and deleting VoicePer-
mits' plan review codes using the Administration Tool (section 4.2, Software). When
plan review codes are added, the system administrator must also create a corre-
sponding recording of the status description to be played back to callers (section
3.1.7, Record Prompts and Responses). Selectron Technologies assists the Customer
with the initial code configuration.
3.2 Outbound Delivery Services
The tasks listed below apply to the Outbound Delivery Services application.
3.2.1 Run Outbound Reports
System administrators can run Outbound reports by using the browser-based Out-
bound Tool (section 4.2, Software). Reports can be generated, viewed, saved. and
printed using Microsoft Internet Explorer@ 5.0, Netscape Navigator@ 6.0, Mozilla Fire-
fox'M 1.0, or newer, with access to the Customer's intranet. Depending on configura-
tion, Outbound reports detail the phone number called, fax number called, e-mail
address used, and connection status. Table 2 lists all available Outbound reports.
Table 2 Outbound Reports
Report Definition
System Usage
. Calls sent by day for selected date
range
Faxes sent for selected date range
. E-mails sent for selected date range
-
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Table 2 Outbound Reports
Report Definition
System Line Usage . Calls sent by line for selected date
range
Faxes sent by line for selected date
range
. E-mails sent by line for selected date
range
System Usage by hour . Calls sent by hour for selected date
range
Faxes sent by hour for selected range
. E-mails sent by hour for selected range
Statistics Report List of total number of calls (faxes, e-
mails), successes, failures, retries, and
transfers for a selected campaign.
Outbound Report Report searchable by date, campaign, cus-
tomer identifier, phone (fax, e-mail
address), and confirmation number that
lists all calls that match the criteria.
3.2.2 Control Administrative Access
The system administrator is responsible for creating and deleting administrative
accounts, edit account access levels, and change the prompt recording access PIN
for the interactive solution. Access levels can be set to only allow reporting capabilities
or to allow full administrative access. Administrative access can be set using the
Administration Tool (section 4.2, Software).
3.2.3 Set Outbound Campaign Guidelines
When initiating outbound campaigns, the Customer must configure campaign delivery
methods in the Outbound Tool. Configurable options include date and time to initiate
campaigns and process guidelines for all applicable delivery methods. For notifica-
tions to function properly, customer contact information must be entered into the appli-
cation database(s). Notification guidelines are determined during the call flow process
(section 5.1.1.4, Provide Configuration Assistance).
3.2.4 Create and Import Broadcast List for Outbound Campaigns
Typically, notifications pull information directly from the Customer's application data-
base(s). However, if a database is unavailable, a broadcast list containing citizen con-
tact information, as well as pertinent citizen data can be loaded into the system.
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3.2.5 Record Prompts and Responses for Notifications
Recording prompts and responses creates an audio file for use by Outbound Delivery
Services during a notification call campaign. Each word or phrase has a unique identi-
fying number that is used in recording. After a report is generated showing the number
of unrecorded prompts, you can call the system to record the missing prompts. When
the Spanish Language module is implemented, recording and translation of prompts
from English to Spanish is the Customer's responsibility. Dates, numbers, ordinals,
currencies, and letters are already translated to the proper language.
3.2.6 Monitor System Status
Using the system monitor, the Customer's system administrator can view the status of
the Outbound Delivery Services system. The status of each line is displayed, com-
plete with the actions (if any) that are currently taking place.
3.2.7 Define Fax Template Location
When callers request faxes, the information is sent in a pre-determined template. The
Customer is responsible for creating a template in RTF format and uploading it using
the Administration Tool (section 4.2, Software). Each implemented module with faxing
functionality may require a separate template. Selectron Technologies' Project Man-
ager assists the Customer in determining the number of templates required to ensure
system functionality.
3.2.8 Assign E-mail Field
In order for callers to receive an electronic copy of information, the Customer must
assign a field to hold the e-mail address in the application database(s).
4.0 Oeliverables
This section details the hardware, software, and services included in system implementation.
4.1 Hardware
Refer to Appendix A, Hardware Specifications. for details regarding hardware provided
with the interactive solution.
4.2 Software
4.2.1 Selectron Technologies Software
The interactive solution's server (Appendix A. section B.1, Server) has the following
Selectron Technologies' software installed:
VoicePermits application software
Outbound Delivery Services engine
SmartDelivery software
In addition to the software listed above, the base system includes two licenses for the
Administration Tool. The Customer uses this software to remotely define user-config-
urable settings in the interactive solution. One license is pre-installed on the server
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(Appendix A, section B.1, Server); the second license allows the Customer to install
the Administration Tool on a workstation. Additional Administration Tool licenses can
be purchased.
Outbound Delivery Services requires an additional, browser-based Outbound Tool.
With this tool, users can remotely define user-configurable settings for Outbound
Delivery Services. This browser-based tool may be used from any computer on the
Customer's intranet. From outside the network, the Customer's staff may connect to
the Outbound Tool via a VPN connection.
4.2.2 Third-Party Software
The interactive solution's server has the following third-party software installed:
MicrosoOO SQUID Server 2005 Express Edition with Advanced Services SP1
(imbedded. run-time edition: not for use with any other product)
SymanteC@ pcAnywhere@ remote access software
Microsoft Visual C#@
Microsoft SDK 5.1 for Windows@
4.3 Installation and Training
Selectron Technologies provides two days of on-site installation, testing, and training for the
interactive solution.
4.3.1 Test and Install System Server
On the first on-site day. an Installation Specialist installs the interactive solution's
server and performs any necessary configuration. Once installed, the Installation Spe-
cialist tests the interactive solution to ensure all included applications are functioning
properly (refer to section 2.0, Functionality, for a list of all included applications).
4.3.2 Provide Administrative Training
Training for the system administrator occurs on the second day of the Installation Spe-
cialist's visit. Training also includes guidance on how system administrators can train
additional staff.
Training for non-system prompt recording is also provided (refer to section 2.1.2.7,
Professional Voice Recording. for a list of non-system, VoicePermits prompts)
4.4 Documentation
A hard copy of the Administration Manual for each included application is delivered with the
server Additionally, an electronic version of each manual is provided in PDF format (refer to
section 2.0. Functionality, for a list of included applications).
4.5 Support
Selectron Technologies' interactive solution has been thoroughly tested to ensure that the
performance and functionality described in this document is accurate. The solution's soft-
ware and hardware components are dependant on many services and applications within
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the Customer's operating environment that can impact system performance. While the inter-
active solution is designed to minimize performance interruptions, from time to time they will
occur. Once notified of an interruption, Selectron's Customer Support SeNice begins trou-
bleshooting the issue. with the objective of returning the system to full functionality as
quickly as possible.
Refer to your SeNice Agreement, or section 5.1.3, On-going System Maintenance, of this
document, for more information regarding seNices provided with the interactive solution.
5.0 Responsibilities and Requirements
5.1 Selectron Technologies, Inc.
This section outlines Selectron Technologies' responsibilities regarding system implementa-
tion and maintenance.
5.1.1 Pre-Installation
5.1.1.1 Provide Project Management
Selectron Technologies assigns a Project Manager to the system implemen-
tation. The Project Manager is the Customer's primary contact at Selectron
Technologies and coordinates all necessary communication and resources.
5.1.1.2 Provide Documentation
The Project Manager provides the Customer with the following documents to
help facilitate the implementation process:
. Implementation Questionnaire- identifies the Customer's functional
needs and is used to create an implementation timetable. Each applica-
tion included with this implementation has its own questionnaire (refer
to section 2.0, Functionality, for a list of included applications).
. Remote Access Questionnaire- details information needed by Selectron
Technologies to remotely access the Customer's network and permit-
ting database, prior to system delivery and installation, to allow for com-
plete system testing. Refer to section, Provide Remote Network
Access to Permitting Database, for more information.
. Implementation Timetable- details project schedule and details all
project milestones.
. Pre-Install Checklist- prepares the Customer's staff for system installa-
tion. Once the checklist is completed and returned, the Project Manager
schedules the on-site installation.
. Quality Assurance Test Plan- assists the Customer in determining that
the interactive solution is functioning as specified in the Contract.
. System Acceptance Sign-off Form- indicates that the Customer has ver-
ified s8lVice functionality.
5.1.1.3 Develop Call Flow
The Project Manager works with the Customer to develop and complete the
call flow design. Software development cannot begin until the call flow design
is completed and approved by the Customer. During this period, the Project
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Manager also works with the Customer to complete the notification call flow.
Also included are 16 hours of Professional Services, in which an initial DIS
menu is designed by Selectron Technologies' Project Manager and develop-
ers for testing and training purposes.
5.1.1.4 Provide Configuration Assistance
The Project Manager assists the Customer with the configuration of user-
defined options. These options include:
. Determining whether VoicePermits sends Request for Activation docu-
ments immediately or send them at a particular time of day and specify-
ing which inspections cause a fax to be sent.
5.1.1.5 Perform Quality Assurance Testing
Selectron Technologies thoroughly tests all applications and hardware prior to
delivery, ensuring system functionality.
5.1.1.6 Provide Marketing Materials
Selectron Technologies provides marketing collateral that the Customer can
use to promote the interactive solution to citizens. Marketing collateral
includes a poster, tri-fold brochure, and business card: standard templates for
each item are used. Collateral is developed using Adobe@ InDesign@ CS2
and is provided to the Customer in PDF format (originallnDesign files are pro-
vided upon request).
Marketing collateral is adapted to the Customer's jurisdiction. Selectron Tech-
nologies' Project Manager assists the Customer in gathering the correct infor-
mation to be displayed on the marketing collateral. Information displayed
included the following:
. Interactive solution's phone number
. Jurisdiction logo (preferably in EPS format)
. Jurisdiction address
. Name of the interactive solution, if Selectron branding is not utilized
. Included modules and functionality
. Additional contact/informational phone numbers
. Inspection codes
The templates are adapted to fit the Customer's jurisdiction using the informa-
tion from the above list. The Customer is able to review the material to ensure
information accuracy. If errors exist, the marketing materials are emended to
display the correct information. Any changes to the collateral that do not
include the items listed above (e.g., design changes to the template) are
billed on a time and materials basis. Any changes to the marketing materials
after final delivery are also billed on a time and materials basis.
5.1.2 Installation
Selectron Technologies provides two days of on-site installation, testing, and training
for the interactive solution. Refer to section 4.3. Installation and Training. for addi-
tional information.
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5.1.3 On-going System Maintenance
Selectron Technologies' Premier Pro Plan includes repair or replacement of any failed
hardware or software component, a toll-free support line, and dial-in technical support
for the solution. Refer to the Contract for more information.
5.2 Customer
This section outlines the Customer's system implementation and maintenance require-
ments.
5.2.1 Pre-Installation
5.2.1.1 Return Implementation Questionnaire
Selectron Technologies' Project Manager provides the Customer with an
implementation questionnaire (section 5.1.1.2, Provide Documentation).
The implementation questionnaire must be returned prior to developing the
call flow design and the implementation timetable. Each application included
in the interactive solution has a separate implementation questionnaire. Refer
to section 2.0, Functionality, for a list of all included applications.
5.2.1.2 Determine System Connection
Prior to system implementation, Selectron Technologies' Project Manager
assists the Customer in determining how the interactive solution will be impie-
mented-whether the system connects using standard, analog phone lines, a
T1 line, ISDN (Integrated Digital Services Network), or VolP (Voice over Inter-
net Protocol). Once determined, and hardware has been purchased, changes
to the connection configuration shall incur additional charges.
5.2.1.3 Provide Customer Specific Information
The following information should be supplied to Selectron Technologies, in
conjunction with the Implementation Questionnaire, to help create a precisely
integrated product. For further clarification on the format and detail of the fol-
lowing data, refer to the implementation Questionnaire or contact your Selec-
tron Technoiogies' Project Manager.
. Street names
. Observed holidays
. Extensions used for transfer functions
. Inspection result codes and descriptions
. Permit status codes and types
. Inspection types and descriptions
. Validations used for scheduling an inspection
. Correction codes and descriptions
. Permit numbering scheme
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5.2.1.4 Define Permitting System and API Specifications
Selectron Technologies configures the interactive solution according to the
Customer's completely defined permitting system and API (application pro-
gramming interface) specifications. If the permitting system and API are being
developed in conjunction with the interactive solution, Selectron Technologies
works with the Customer and permitting system vendor to define system
specifications. The specifications must be completely defined prior to starting
development on the interactive solution. Any subsequent changes to the
defined specifications during development are billable on a time and materials
basis.
5.2.1.5 Approve Call Flow
The Customer is responsible for approving the call fiow design developed by
Selectron Technologies' Project Manager. Once the call flow design has been
approved, software development begins. This also includes the call flow for
implemented notifications.
5.2.1.6 Provide Remote Network Access to Permitting Database
In order to fully test the interactive solution. Selectron Technologies requires
access to the permitting database prior to installation. Selectron Technolo-
gies' Project Manager provides a Remote Access Questionnaire to help the
Customer identify the necessary requirements (section 5.1.1.2, Provide Doc-
umentation). If remote access is not granted, the Customer should inform the
Project Manager immediately.
While system installation can be successful without prior access to the permit-
ting database, additional, post-installation development and testing time will
be necessary, delaying system activation by 1-2 weeks.
5.2.1.7 Translation of Fax and/or E-mail Templates into Spanish
When the Spanish Language module is implemented, the Customer is
responsible for the translation of all applicable fax and e-mail templates into
Spanish.
5.2.1.8 Confirm Pre-Install Tasks
Selectron Technologies' Project Manager provides the Customer with a pre-
installation checklist (refer to section 5.1.1.2, Provide Documentation).
Once the checklist is completed and returned, the Project Manager schedules
the on-site installation.
5.2.2 Installation
5.2.2.1 Provide Installation Assistance
The Customer must ensure that telephony and network staff are available, or
on stand-by. to assist with Selectron Technologies' Installation Specialist, if
needed.
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5.2.2.2 Provide Permitting Database Access
The interactive solution's server must have access to the permitting database
and must be allowed access as a user on the database. The server may
require additional licenses in order to have full access to the permitting data-
base: these licenses are the Customer's responsibility. In addition, the Cus-
tomer must purchase and implement the permitting database's API.
5.2.2.3 Provide Network Access
The interactive solution's server must have network access via a 10/100 con-
nection and a fixed IP address.
5.2.2.4 Provide Remote Access
Remote access to the interactive solution's server should be provided to
Selectron Technologies' staff for development and technical support. There
are multiple options for how to setup remote access-Selectron Technologies'
Project Manager helps the Customer choose a solution that best fits the situa-
tion.
5.2.2.5 Install Phone Lines
Fora traditional, analog implementation of the interactive solution, one phone
line per port must be provided and installed by the Customer. Phone lines
must be part of a hunt group: Selectron Technologies strongly suggests that
the Customer configure a terminal hunt group. which helps determine line
usage.
If a T1 line is installed, a station-side line is required to connect the interactive
solution's server to the PBX (Private Branch eXchange).
When implementing the interactive solution with an ISDN (Integrated Digital
Services Network) system, full functionality may be dependent upon the fea-
ture set supported by the ISDN circuit provider.
When implementing the interactive solution with a VolP (Voice over Internet
Protocol) system, full functionality may not be available. VolP is a developing
technology in which standards, protocols, and integration methods are not yet
mature. To ensure full functionality, analog lines are often used to connect the
interactive solution to the Customer's VolP switch via a gateway device
(which is not included with the interactive solution). This gateway device must
support all necessary functions required of the switch (such as transfers).
To implement a completely digital VolP solution, a second Network Interface
Card (NIC) is required to interface with the Customer's VolP switch. The sec-
ond NIC is provided with the interactive solution (Appendix A, Hardware
Specifications). If the Customer is providing an alternate server, they are
responsible for providing the NIC: Selectron Technologies recommends a
1 GB card to maximize data traffic ftow.
The Customer is responsible for ensuring that the VolP system is configured
correctly to allow full functionality of the interactive solution. Full functionality
may require additional third-party hardware and services, which are the
responsibility of the Customer. Additional integration services are provided by
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Selectron Technologies' Project Manager and development team as part of
the implementation process.
5.2.2.6 Confirm Service Functionality
The Customer has 30 calendar days after on-site installation to verify the
functionality of the interactive solution. Within the 30-day system acceptance
period the Customer should test system functionality using the provided Qual-
ity Assurance Test Plan (section 5.1.1.2, Provide Documentation). Addition-
ally, the System Acceptance Sign-off form (section 5.1.1.2, Provide
Documentation) must be sent to Selectron Technologies' Project Manager
within this period.
5.2.3 On-going System Responsibilities and Requirements
5.2.3.1 Provide Remote Access
Remote access to the interactive solution's server must be provided to Selec-
tron Technologies staff for development and technical support. Remote
access can be set up using a VPN (Virtual Private Network) or IP (Internet
Protocol) pinhole- Selectron Technologies' Project Manager assists the Cus-
tomer in choosing a solution that best fits the situation.
Additionally, Selectron Technologies requires a variety of access accounts to
the Customer's network and database/system. Changing or deleting access
accounts could lead to disruption in service for the interactive solution and/or
Selectron Technologies' ability to provide timely support. Please notify Selec-
tron Technologies immediately if the following accounts are modified:
. VPN account and password (if applicable)
. Network account and password for the interactive solution
. Permitting database accounts and passwords for the interactive solution
. Permitting system accounts and passwords for the interactive solution
. pcAnywhere account and password (or other third-party remote access
software)
. IP address of the permitting database server
. Group user account and password (Cisco@ users only)
5.2.3.2 Perform Regular System Backups
The Customer is responsible for including the interactive solution's selVef in
regular system backup procedures.
5.2.3.3 Maintain Server Environment
The interactive solution's server should reside in an environment that meets
acceptable, industry-standard hardware maintenance protocols. If adequate
conditions are not maintained and/or the server sustains physical damage
due to misuse, the Customer is responsible for server replacement.
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6.0 Outbound Delivery Services Disclaimer
Selectron Technologies has thoroughly tested Outbound Delivery Services to ensure that the per-
formance and functionality described in this document is accurate. However, due to potential,
uncontrollable circumstances (e.g., down phone lines, software bugs and/or malfunctions. external
hardware problems related to communication lines, etc.), Selectron Technologies must offer the
following disclaimer:
Selectron Technologies' products may include software capable of automated outbound communi-
cation (Outbound Delivery Services). Selectron Technologies furnishes, and the Customer
accepts, Outbound Delivery Services as-is and with all faults, with no warranties, express, implied
or statutory. Selectron Technologies does not warrant that Outbound Delivery Services will operate
as intended. Selectron Technologies expressly and specifically disclaims the implied warranties of
merchantability, fitness for a particular purpose and non-infringement. To the extent that the Cus-
tomer may not, under applicable law. disclaim any warranty. the scope and duration of such war-
ranty shall be the minimum permitted under applicable law. The Customer acknowledges that it
has relied on no warranties whatsoever in connection with Outbound Delivery Services, and
expressly assumes all risks arising from any failure of Outbound Delivery Services to operate as
intended. The Customer hereby irrevocably and unconditionally waives, releases and discharges
Selectron Technologies and its predecessors, parents, subsidiaries, affiliates, successors, agents,
officers, employees and assigns from and against any and all claims, causes of action or liabilities
in any way arising from any failure of Outbound Delivery Services to operate as intended. The
Customer acknowledges that it is aware of the potential hazards associated with relying on an
automated outbound dialing feature and understands that it is giving up in advance any right to
sue or make any claim against Selectron Technologies if the Customer, or Customer's end users,
suffer injury or damage due to the failure of Outbound Delivery Services to operate as intended,
even though the Customer does not know what or how extensive those injuries or damages might
be.
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Appendix A: Hardware Specifications
A. Overview
This addendum to the Statement of Work details the interactive solution's hardware specifications.
B. Hardware
B.1 Selectron Technologies Provided Server
The hardware delivered for this implementation is an upgraded HP ML350. This rack-mount-
able server has RAID 5 with SAS drives, three (3) GB RAM, redundant power supply, and
redundant fans. A KVM (keyboard, video, mouse) switch can be requested, if required by
the Customer. Selectron Technologies reserves the right to select a different server at any
point prior to system installation, provided that it is also optimized for the interactive solution.
B.2 Customer Provided Server
If the Customer requires another server, other than the one provided with the interactive
solution (section B.1 , Selectron Technologies Provided Server), Selectron Technologies
must be notified immediately during the initial phase of project implementation. It is the Cus-
tomer's responsibility to provide an adequate replacement that meets Selectron Technolo-
gies' Customer Provided Server Policy requirements. If a dual-processor server is provided
by the Customer, additional license fees are required due to third-party licensing agree-
ments. A dual-processor server is not required for the system.
B.3 Voice Board
The interactive solution includes twelve (12) licensed ports. Selectron Technologies may
install a voice board with a larger port capacity, but all additional ports require a purchased
license for use.
The voice board will be replaced with a 100/1000 Ethernet NIC when the interactive solution
is implemented with a VolP system, but the number of licensed ports remains the same.
This card is in addition to the network card provided for access to the Customer's data net-
work (section B.1 , Server). Additionally, with a VolP solution the server's memory is
increased to 4 GB.
B.4 Fax Board
The interactive solution includes a Brooktrout TruFax200 UPCI 2-port fax board.
lOK
DOCUMENT NOT RECEIVED IN
THE CLERK TO THE BOARD OFFICE
AS OF MARCH 27, 2008.
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO 10 l
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print on pink paper. Attach to original document. Original dl.lCUmcnts should he hand delivered 10 the Board Of1ice. The completed routing slip and original
documents are to be forwarded to the Board Office only arh'r the Board has taken action on the item.)
ROUTING SLIP
Complete routing lines #1 through #4 as appropriate for additional signatures, dates. and/or information needed. If the document is already complete with the
exceDtion of the Chairman's signature, draw a line thrould1 routine lines # I throulili #4, comolete the checklist, and forward to Sue Filson line #5),
Route to Addressee(s) Office Initials Date
(List in routinll order)
I.
2.
3.
4. Colleen M. Greene Assistant County Attorney CMG 03/27/07
5. Sue Filson, Executive Manager Board of County Commissioners
6. Minutes and Records Clerk of Court's Office
PRIMARY CONTACT INFORMATION
(The primary contact is the holder of the original document pending Bee approval. Normally the primary contact is the person who created/prepared the executive
summary. Primary contact infonnation is needed in the event one of the addressees above, including Sue Filson, need to contact staff for additional or missing
information. All original documents needing the Bee Chairman's signature are to be delivered to the Bee office only after the BCe has acted to approve the
item.)
Name of Primary Staff Colleen Greene, Assistant County Attorney Phone Number 774-8400
Contact
Agenda Date Item was March 27, 2008 Agenda Item 10 L
Approved bv the BCC Number
Type of Document Attached Resolution No. 2007- 1<1- Number of
A Resolution of the Board of County Commissioners of Collier County Original NE (1)
Declaring a Public Purpose for the Solicitation and receipt of donations Documents
of meetings rooms, food and beverages for Tourism Department Attached
meetimr:s with the Tourism [ndustrv.
INSTRUCTIONS & CHECKLIST
Initial the Ves column or mark "N/A" in the Not Applicable column, whichever is Ves N/A (Not
appropriate. (Initial) Applicable)
1. Original document has been signed/initialed for legal sufficiency. (All documents to be CMG
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office of the County Attorney. This includes signature pages from ordinances,
resolutions, etc. signed by the County Attorney's Office and signature pages from
contracts, agreements, etc. that have been fully executed by all parties except the BCC
Chairman and Clerk to the Board and possibly State Officials.)
2. All handwritten strike-through and revisions have been initialed by the County Attorney's CMG
Office and all other parties except the BCC Chairman and the Clerk to the Board
3. The Chairman's signature line date has been entered as the date ofBCC approval of the CMG
document or the final negotiated contract date whichever is applicable.
4. "Sign here" tabs are placed on the appropriate pages indicating where the Chairman's CMG
signature and initials are reauired.
5. In most cases (some contracts are an exception). the original document and this routing slip CMG
should be provided to Sue Filson in the BCC office within 24 hours of BCC approval.
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the BCC's actions are nullified. Be aware of your deadlines!
6. The document was approved by the BCC on March 27. 2007 and all changes made CMG
during the meeting have been incorporated in the attached document. The County
Attorney's Office has reviewed the changes, if applicable.
I: Forms/ County Forms/ Bee Forms/ Original Documents Routing Slip WWS Original 9.03.04. Revised 1.26.05. Revised 2.24.05
lOL
RESOLUTION NO. 2007 .~
A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF
COLLIER COUNTY DECLARING A PUBLIC PURPOSE FOR THE
SOLICITATION AND_ RECEIPT OF DONATIONS OF MEETING
ROOMS, FOOD AND BEVERAGES FOR TOURISM DEPARTMENT
MEETINGS WITH THE TOURISM INDUSTRY.
WHEREAS, the Collier County Tourism Department operates in accordance with section
125.0104, Fla. Stat. (2006), and Collier County Ordinance 92-60, as amended;
WHEREAS, the Board of County Commissioners of Collier County finds there is a
compelling public purpose for the Tourism Department to solicit and receive donations of certain
services, specifically meeting rooms, which donation may also include food and beverages, for
the regularly scheduled tourism industry meetings; and
WHEREAS, the Board finds that there is a public purpose for the Tourism Department to
host the bi-monthly tourism industry meetings in various locations throughout Collier County in
an effort to showcase different t~urism attractions and other meeting venues in Collier County;
and
WHEREAS, the Board finds that the Tourism Department may solicit donations to host
the industry meetings, and that the donation may include use of the room and food and beverage
of nominal value for all attendees;
WHEREAS, the Board further approves obtaining private and public donations of
meeting locations for the benefit of Tourism Department and its stated public purpose of
promoting tourism in Collier County;
WHEREAS, the Board of County Commissioners has the legal authority to adopt a
resolution authorizing the solicitation and receipt of certain donations to the Tourism Department
for valid and proper public purposes.
NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA, that the Board hereby finds:
I.
The Tourism Department industry meetings serve a valid purpose of
promoting tourism in Collier County;
2.
The donation of meeting rooms by tourism attractions, hotels, and other
meeting venues in Collier County serves a valid public purpose;
3.
The Collier County Tourism Department may accept the use of the
donated meeting room. In addition, donations of food and beverages
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J j
Page 2 of2
served at the meetings by the donor may be accepted provided the items
are offered as a courtesy to all meeting attendees, and not just county
employees, and provided that the items do not exceed the per diem
allowances for the meal in question as provided by Resolution No. 04-110.
If the food and beverage are served as a small snack (e.g. coffee and
cookies) and not a regular meal, the value shall not exceed the per diem
for breakfast as defined in Resolution No. 04-110; and
4.
The Tourism Department shall request that the donor provide a written per
person cost for the food and beverages provided to County employees.
This written cost shall be filed with the County Manager following the
event. The Tourism Department shall also file a list of names of County
employees who attend the meetings where food and beverages are donated
with a written certification from the Department Director that each
employee's attendance at the meeting is essential and for a public purpose;
and
5.
The Board of County Commissioners declares that there is a valid public
purpose as to the solicitation and receipt of such donations in compliance
with this Resolution.
PASSED AND DULY ADOPTED by the Board of County Commissioners of Collier
County, Florida, this ~-,
day of MO-VUt\
,2007.
. ~"~ ' :, f'D
ATTEST:,:' {'
DWIGHT ~; e,~OC~?~, :. RK
. , V~~
De,put{<;;lerk" "
I, . ' _,'._ Nel,a 1
S" ".,", ~I'l'~'< . .
l ~.,\,.j',.,.l:l.... "', ,~;
BOARD OF COUNTY COMMISSIONERS
COL~Y. FV'~
By: ~;f
J S COLETTA, CHAIRMAN
Approved as to form and legal sufficiency:
~1n~
"
Colleen M. Greene
Assistant County Attorney
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO t'/,
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE J
-Print 011 pink paper. Attach to original document. Oliginal documents should be hand delivered to the Board Oftice. TIle completed routing slip and original
documents are to be fon"\'arded to the Board Otlice only after the Board hus taken action on the item.)
ROUTING SLIP
Complete rouiing lines #1 through #4 as appropriate for additional signatures, dates, and/or information needed. If the document is already complete with the
exc tion of the Chairman's si ature, draw a line thrall hroutin lines #1 thrau h #4, co Jete the checklist, and forward to Sue Filson line #5).
Route to Addressee(s) Office Initials Date
(List in utin order)
;
,
C~
I.
+:t,
C !) E"5
AdlM',^-.
~
3-::J.1.-()7
---
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~I
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3'2-1,01
2
(7)e;"S
PRIMARY CONTACT INFORMATION
(The primary contact is the holder of the original document pending Bee approval. Normally the primary contact is the person who created/prepared the executive
summary. Primary contact information is needed in the event one of the addressees above, including Sue Filson, need to contact staff for additional or missing
information. All original documents needing the Bee Chainnan's signature are to be delivered to the BCe office only after the Bee has acted to approve the
item.
3.
4.
5. Sue Filson, Executive Manager
Board of County Commissioners
Name of Primary Staff - ~ Phone Nnmber ~<;-7-S7/7
Contact IE ;VUI
Agenda Date Item was rn Itl..Cff ca7 02tJd 7 Agenda Item Number / ;5 IYl
A roved b the BCC
Type of Document d lit J, 'cvt Number of Original I
Attached f' Documents Attached
6. Minutes and Records
Clerk of Court's Office
:[r:
/f-/4-
:IF
SF
I: Forms! County Forms! Bee forms! Original Documents Routing Slip WWS Original 9.03.04, Revised 1.26.05, Revised 2.24.05
I.
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark "N/A" in the Not Applicable column, whichever is
a ro nate.
Original document has been signed/initialed for legal sufficiency. (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office of the County Attorney. This includes signature pages from ordinances,
resolutions, etc. signed by the County Attorney's Office and signature pages from
contracts, agreements, etc. that have been fully executed by all parties except the BCC
Chairman and Clerk to the Board and ossibl State Officials.)
All handwritten strike-through and revisions have been initialed by the County Attorney's
Office and all other arties exce t the BCC Chairman and the Clerk to the Board
The Chairman's signature line date has been entered as the date ofBCC approval of the
document or the fInal ne otiated contract date whichever is a licable.
"Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
si nature and initials are re uired.
In most cases (some contracts are an exception), the original document and this routing slip
should be provided to Sue Filson in the BCC office within 24 hours of BCC approval.
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the BCC' s actions are nullified. Be a are f our deadlines!
The document was approved by the BCC on 7 ~ (enter date) and all changes
made during the meeting have been incorporated in the attached document. The
Coun Attorne's Office has reviewed the chan es, if a licable.
2.
3.
4.
5.
6.
II
nr
':::'4
ifj
RESOLUTION NO. 2007 - 75
A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS, COLLIER
COUNTY, FLORIDA, URGING MEMBERS OF THE FLORIDA LEGISLATURE AND
FLORIDA'S GOVERNOR TO OPPOSE AND DEFEAT PROPOSED FLORIDA
SENATE BILL 1772 (COMPANION TO PROPOSED FLORIDA HOUSE BILL 855)
RELATED TO CABLE TELEVISION AND COMPETITIVE VIDEO PROGRAMMING
SERVICES, AND DIRECTING THAT THIS RESOLUTION BE FORWARDED TO
COLLIER COUNTY'S LOCAL LEGISLATURE DELEGATION, TO FLORIDA'S
GOVERNOR, TO THE FLORIDA ASSOCIATION OF COUNTIES AND THE FLORIDA
LEAGUE OF CITIES
WHEREAS, although this proposed 42-page Florida Senate Bill 1772,
companion to proposed Florida House Bill 855, is titled the "Consumer Broadband
Choice Act of 2007 (herein collectively the "act"), it does not facilitate choices by
consumers of cable service or competitive video programming services; and
WHEREAS, the stated purposes for this act, alone or collectively, do not
necessitate termination of any existing local cable franchise, or effectively amending
any municipal or county cable franchise ordinance, or necessitate prohibiting
municipalities or counties from continuing to issueing cable franchises, or necessitate
prohibiting municipalities or counties from locally enforcing the customer service
obligations listed in 47 Code of Federal Regulations, Section 76.309 (c), or necessitate
prohibiting municipalities or counties from considering economic impacts of applied-for
franchises upon private property in the applied-for franchise area, or necessitate
preventing municipalities or counties from considering public need for the requested
franchise, or from considering the financial ability of the applicant to perform the
applied-for local franchise, from considering other societal interests generally
considered in cable television franchising, or from considering other matters that may be
deemed to be relevant by the respective municipality and by the respective county; and
WHEREAS, this proposed Bill will cause municipalities and counties to lose at
least $20 million annually of in-kind contributions from now existing providers; and
WHEREAS, notwithstanding the 47 Code of Federal Regulations, Section 76.309
(c), states that cable operators "shall be subject to those customer service standards"
without any exception, this act mandates a state-wide exception to those federal
standards, which exemption reads "Each cable service provider shall comply with the
customer service standards in 47 C.F.R. Section 76.309 (c) until there are two or more
providers offering cable service or competitive video programming in the relevant
service area"; and
WHEREAS, although clarity of the act's phrase "relevant service area" is
extremely important, that phrase is not defined in the act, whereby that phrase's
ambiguity will probably afford very meager service standards protection to customers
and prospective customers; and
WHEREAS, on or before January 1, 2009, this act automatically terminates all
local cable franchises throughout Florida, which apparently constitutes unconstitutional
impairment of contracts in violation of Florida's Constitution and the Constitution of the
United States because this act unreasonably intrudes into these franchise agreements
to a degree greater than is necessary to achieve the act's stated purposes; and
WHEREAS, although one stated purpose in this act is to "continue access to and
maintenance of public, education, and government (PEG) channels" this act provides
that in each instance where a local cable franchise or ordinance requires PEG
obligations that are greater than the act's assumption that 2 or 3 PEG channels are
always adequate - such locally agreed-upon greater PEG access is reduced; and
WHEREAS, this act prohibits local governments from requiring adequate
assurance that the cable operator will provide adequate public, educational, and
governmental ("PEG") access channel capacity, facilities, or financial support (that often
directly benefit School Boards), except by enacting an optional "standard cable
ordinance" that, if enacted, authorizes every such municipality's and every such
Page 1 of 3
10
,
.~
,
county's "incumbent cable service providers" to thereby unilaterally terminate every
existing cable franchise issued by such municipality or by such county; and
WHEREAS, this act provides that cable service providers can locate any PEG
channel on any offered tier of service that is viewed by at least 40 percent of the
provider's subscribers, which in those instances authorizes the provider to remove its
PEG channels from its least expensive tiers; and
WHEREAS, as of July 1, 2007, this act effectively amends now existing
municipal and county cable franchises, and many now existing cable ordinances,
because as of July 1, 2007, no municipality or county shall enforce any term, condition,
or requirement of any franchise agreement that is more burdensome than the terms,
conditions, or requirements imposed on any other certificate holder whether by
franchise agreement or ordinance; and
WHEREAS, this act authorizes Florida's Department of State to issue its
certificates of franchise service without any hearing, without input from individuals or
any affected entity other than the applicant, and if the Department of State fails to act on
the application within 30 business days after receiving the application, the application is
deemed to be granted; and
WHEREAS, every Department of State certificate of franchise is fully transferable
to any successor in interest of the applicant to which the certificate is initially granted,
without any hearing and without input from any individual or any entity other than the
applicant, and without analysis or proof regarding the transferee's ability to properly
operate the system being transferred; and
WHEREAS, the act provides that every certificate of franchise issued by Florida's
Department of State can be automatically and summarily terminated simply by the
certificate holder submitting notice of the termination to Florida's Department of State;
and
WHEREAS, this act provides that "The Department of Agriculture and Consumer
services shall address customer service complaints expeditiously by assisting with the
resolution of such complaints ....", which, delegating only authority to "assisting," may
exclude mandating compliance or imposing penalties; and
WHEREAS, this act may require Florida's Department of State and Florida's
Department of Agriculture and Consumer Services to file cases in courts of law to
mandate any compliance or impose any penalties, because this act is silent regarding
either Department's authority to penalize or mandate compliance with the act's
provisions, or with either Department's rules, or with regard to rules incorporated by
reference into this act, because subsection 120.54(1)(e), Florida Statutes, provides that
no Florida agency has any authority to establish penalties unless the Legislature, when
establishing a penalty, provides that the penalty applies to the agency's rules, but this
act is silent regarding such penalties; and
WHEREAS, this act is silent regarding "standing" of individuals, or any entity
other than the applicant (which delegates no standing to municipalities and counties) to
participate regarding matters under the jurisdiction of Florida's Department of State or
under the jurisdiction of the Department of Agriculture and Consumer Services,
including enforcement actions; and
WHEREAS, this act contains many other problematic ambiguities and omissions
that can result in unnecessary disagreements and unnecessary litigation, including, for
example, the following confusing text in the act's subsection 610.115(5): "... in an area
with a density of less than 20 homes per mile from the provider's nearest distribution
facility" - because "per mile" is a measure of distance, not area; and
WHEREAS, In 1988, Collier County enacted its Cable Ordinance (No. 88-90) to
require Collier County issued cable television franchises prerequisite to installation,
construction and operation of cable television systems in unincorporated Collier County
that use public rights of way; and
Page 2 of 3
If 'Vi l''l'
~ ~
WHEREAS, pursuant to its Cable Ordinance, as amended, Collier County has
issued four (4) cable television franchises, which were freely and voluntary entered into,
and three (3) of which remain mutually binding on Collier County and on each
respective franchisee; and
WHEREAS, Collier County, through its Cable Ordinance, has negotiated and
obtained benefits that satisfy the cable service related needs of our community,
including broadcasts of the County Commission's meetings, services to Collier County
public schools and other governmental facilities, and other services that support
important educational and public interests; and
WHEREAS, it is in the best interests of customers of cable service providers and
providers of competitive video programming in unincorporated Collier County, and
throughout Florida, that local governments retain all of their currently existing authority
to require these subject local franchises, and to continue to be able to grant franchise
agreement term extensions to the existing franchises that include a term extension
provision; and
WHEREAS, existing Florida general laws that requires prospective cable TV
providers to acquire a local cable franchise is not any unreasonable burden upon any
such applicant, and continuing to issue the subject local franchises is in the best
interests of the municipalities, the counties, School Boards, the franchisees and the
franchisee's customers.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTYL FLORIDA, that:
1. The foregoing "WHEREAS" clauses are hereby incorporated herein as an
integral part of this Resolution.
2. For each of the above reasons, and many others too numerous to include in
this Resolution, the Board of County Commissioners of Collier County, Florida,
hereby expresses its strong opposition to proposed Florida House Bill 1772
(companion to proposed House Bill 855).
3. Collier County's Board of County Commissioners urges members of the
Florida legislature to oppose and defeat proposed Florida Senate Bill 1772
(companion to House Bill 855), and if Florida's Legislature forwards this act to
Governor Crist, Collier County's Board of County Commissioners urges that he
veto the act; and
4. County Manager, Jim Mudd, is hereby directed to immediately distribute a
copy of this Resolution to Governor Crist, to all members of Collier County's local
Legislative Delegation, to the Florida Association of Counties, and to the Florida
League of Cities.
5. This Resolution shall be effective upon adoption.
ADOPTED by the Board of County Commissioners of Collier County, Florida, this .;; 7 'H..-
day of M~rc-n , 2007.
.. t,. . l~? ,~,r'r::
ATTEST'';'' "
I. . .~I
DWIGIit-"E. BROCK, Ct~rk
.: r: ~~:" ;,; ,.~' :-.~
.~~~~
,,'c.... ... I
.' ...' ......'1
. ,-,: II
Approved as to form and legal sufficiency:
BOARD OF COUNTY COMMISSIONERS
OF COLLlE~ COUN~RIOA
By: 6f)~~ ~
JAMES COLETTA, Chairman
By: IOV\^ \U~
Thomas C. Palmer,
Assistant County Attorney
Page 3 of 3
3-27-07
110M
FINAL Resolution Opposing SB 1772/HB 855
Bee Agrenda Item 16A5
Tom Palmer
~o~
pJw-
, \j~'
, "
,
*** 3994846 OR: 4205 PG: 0146 ***
RBCORDBD In OFFICIAL RBCORDS of COLLIBR COUNTY, FL
OJ/30/2007 at 08:22AM DWIGHT 3. BRCCK, CLBRK
RBC FEE
COPIES
This instrument prepared by:
Jeff E, Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Stc 301
Naples, Florida 34] 04
(239) 213-2939
Retn:
CLERK TO THB BOARD
INTBROFFICB 4TE FLOOR
EXT 724G
RELEASE AND SATISFACTION OF LIEN
This is to certi fy that the claim of lien arising out of the Order of the Special
Master dated October 6, 2006, a certified copy of which was recorded on November 3,
2006, in O.R. Book 4132, Page(s) 1737, of the Public Rccords of Collier County, Florida,
against the following described real property, and all other real and personal property
located in Collier County, owned by Maria Martinez, has becn discharged in full:
Folio No.
Cost:
Reference:
35980280009
$134.27
2006080916
The undersigned is authorized to and does hereby release this lien as to the whole
of the above-described real property, and all other real and personal property owned by
Maria Martinez, and consents to this lien being discharged ofrecord.
Dated this J.. 7 day of ~ /
,2007.
ATTEST: ," \:' .
.,....
DWIGHJ.t. BROCK, Clerk
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By ~4~
JA. ES COLETTA, CHAIRMAN
B~~
atu~ as tq C'; ~ ,-'t,nil , . ' puty Clerk
slQnaturc , "
"I
Approved as to form and
legal sufficiency:
;:' ',.':
.LV.,,-
1.00
lON
This instrument prepared by"
Jeff E, Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Stc 301
Naples, Florida 34104
(239) 213,2939
*** 3994847 OR: 4205 PG: 0147 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
~~i3n!,nn' a~ n8'~'AM DWIGHT E. BROCY, CLERK
'0, h" ., .." m FEE 10,00
COFIBS UO
Retn:
CLERK TO THE BOAR)
INTEROFFICE 4TH FLOOR
m 7241
lON
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Order of the Special
Master dated October 12, 2005, a certified copy of which was recorded on October 17,
2005, in O.R. Book 3912, Page(s) 3635 of the Public Records of Collier County, Florida,
against the following described real property, and all other real and personal property
located in Collier County, owned by Scott and Denise Weikel, has been discharged in
full:
Location:
Folio No.
Cost:
Reference:
4925 Barcelona Circle
63102040002
$174.82
2005030956
The undersigned is authorized to and does hereby release this lien as to the whole
of the above-described real property, and all other real and personal property owned by
Scott and Denise Weikel, and consents to this lien being discharged of record.
Dated this d.( dayof ~ /
,2007.
~, . r ''1.1
. .-.'",'-'
ATT~:
DWlGliT E,: BROCK; Clerk
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By: ~~.~.
J~ES COLETTA, CHAIRMAN
Approved as to form and
legal sufficiency:
\
This instrument prepared by:
Jeff E, Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 30 I
Naples, Florida 34] 04
(239) 2] 3,2939
*** 3994848 OR: 4205 PG: 0148 ***
RECORDED In OFFICIAL RECORDS of COLLIER COUNTY, Fe
03/30/2007 at 08:22AM DWIGHT B, BROCK, CLERK
REC FEE
COPIES
lUG
1 ~,I'\
l . ~ v
Retn:
CLERK TO THE BOARD
iNTEROFFICE 4TH FLOOR
EX; 724D
lON
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Order of the Special
Master dated May 5, 2006, a certified copy of which was recorded on May II, 2006, in
O.R. Book 4035, Page(s) 0414 of the Public Records of Collier County, Florida, against
the following described real property, and all other real and personal property located in
Collier County, owned by Scott and Denise Weikel, has been discharged in full:
Location:
Folio No.
Cost:
Reference:
4925 Barcelona Circle
63102040002
$238.65
2006010288
The undersigned is authorized to and does hereby release this lien as to the whole
of the above-described real property, and all other real and personal property owned by
Scott and Denise Weikel, and consents to this lien being discharged of record,
Dated this d.1 day of ~JJ
,2007.
,,/', . ~:~';.flt"
ATTEST:,"'" ,'/ '"A
DWIG~T E. BROC~, 'GJerk
"
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
,..... ,/"'^) ,
By: (;;~~t ~
JAMES COLETTA, CHAIRMAN
~;. _"-AU' ' .~S/
~: ,; 3r,J/U?U_) V~
"~{as t&~a lnl~n i1;;~I:~
s 1 Qnature 'on 1 ' ,., ;,,,'
Approved as to form and
legal sufficiency:
'"3C
~
Assl ant County Attorney
*** 3994849 OR: 4205 PG: 0149 ***
This instrument prepared by:
Jeff E, Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Stc 301
Naples, Flanda 34104
(239) 213,2939
RECORDED il: OFFICIAL RECGRJS c: C~LL~ER COUNTY I PL
u3/30/2007 at. uS:W.M rWIG".T E, BROCK. :LERK
HE: PEE 10.DO
COPIES 1,00
Retn:
CLERK TC THE BOAR:
INTEROFFICE 4TH FLOOR
EXT 724 0
lo.N
..
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Order of the Special
Master dated October 16, 2006, a certified copy of which was recorded on November 6,
2006, in O.R. Book 4134, Page(s) 0210 of the Public Records of Collier County, Florida,
against the following described real property, and all othcr real and personal property
located in Collier County, owned by Scott and Denise Wcikel, has been discharged in
full:
Location:
Folio No.
Cost:
Reference:
4925 Barcelona Circle
63102040002
$2,500.00
2005030956&2006010288
The undersigned is authorized to and does hereby release this lien as to the whole
of the above-described real property, and all other real and personal property owned by
Scott and Denise Weikel, and consents to this lien being discharged of record.
Dated this ~l day of ~./
,2007.
.,1
ATTEST .;\,,; '~-'"
. ,.~. c' .
DWIGHT E. BROGK,C!tlrk
.~. .'. ',-
By:
Attest u to'
~Ignature 001-
By:
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
"~/ //7
''''''-';'' , " ';;,'",/
/"","l'/v.,' ,
~~-]"'T
t. -- -
JAMES COLETTA, CHAIRMAN
Approved as to form and
legal sufficiency:
E
JeffE. '!M 'gh
Assist County Attorney
This instrument prepared by:
Jeff E, Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 301
Naples, Florida 34104
(239) 213,2939
*** 3994850 OR: 4205 PG: 0150 ***
RECORDBD in OFFICIAL RBCORDS of COLLIER COUNTY, FL
03/30/2007 1t 08:22AM DWIGHT B, BROCK, CLERK
REO FEE 10,00
COPIES 1.00
petn:
CLERK TO THE BJARQ
:NTEPOFF!CE m FLOOR
EX~ 724[:
10 i'tA
,
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Office of the Special
Master Order dated July 7,2006, a certified copy of which was recorded on July 21,
2006, in O.R. Book 4076, Page(s) 0657 of the Public Records of Collier County, Florida,
against the following described real property, and all other real and personal property
located in Collier County, owned by Ronald Abel, has been dischargcd in full:
Ronald Abel
2172 41" Terrace SW
Naples, F1341l6
Folio No.
Cost:
Reference:
35780080001
$161.57
2006050413
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Ronald Abel, and consents to this lien being discharged of
record.
Dated this <:7-1 day of ~./
,2007.
ATTES1\
DWIGHT E.BROGK, Clerk
By:
Attest as
$iqnature
By:
BOARD OF COUNTY COMMISSIONERS
COLLIER COUN'TY, FLORIDA
. <:' i~;:21:.
~:iY?t):.fz~
JAMES COLETTA, CHAIRMAN
Clerk
Approved as to form and
legal sufficiency:
This instrument prepared by:
Jeff E. Wright
Assistan( County Attorney
2800 N. Horseshoe Drive, Ste 301
r\aples, Florida 34104
(239) 213,2939
*** 3994851 OR: 4205 PG: 0151 ***
RECORDED In OFFICIAL RBCORDS of COLLIER COUNTY, FL
03130/2007 at OB:22AK DWIGHT E. BROCK, CLERK
RBC FBE 10.00
COPIES 1.00
Retn:
CLERK TO THE EOARD
INTEROFFICE 4TH FLOOR
BXT7240
JON
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Office of the Special Master
Order dated January 19,2007, a certified copy of which was recorded on January 25, 2007,
in O.R. Book 4174, Page(s) 0019, of the Public Records of Collier County, Florida, against
the following described real property, and all other real and personal property located in
Collier County, owned by Neurology Physicians Building & Land, LLC, has been
discharged in full.
Lots 7 and 8, Block B, EASTGA TE SUBDIVISION, Collier County Florida
Folio No.
Cost:
Reference:
30480280009
$470.00
#2913
The undersigned is authorized to and does hereby release this lien as to the whole of
the above-described real property, and all other real and personal property owned Neurology
Physicians Building & Land, LLC, and consents to this lien being discharged of record.
Dated this .). 7 day of ;--,. ~./
,2007.
'. . \, ' ~
ATTEST: '., , .,
DWIGHT~. BROCI<:,Clerk
~~'
By. ' ,
'-;I.'. .....
Attest liS to pu! ::fo'd
slQnature 001" . ,'j;c; :
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By: A~{-~J
JAMES COLETTA, CHAIRMAN
Approved as to form and
legal sufficiency:
*** 3994852 OR: 4205 PG: 0152 ***
RBCORDED in OFFICIAL RECORDS of COLLIBR COUNTY, FL
03/3Q/2007 at 08: 22AH DWIGHT B, BROCK, CLBRK
REC FEE
COPIBS
This instrument prepared by:
Jeff E, Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Stc 301
Naples, florida 34] 04
(239) 213-2939
REI":
CLERK TO THB BOARD
INTBROFFICE 4TE FlOOR
BX! 7140
RELEASE AND SATISFACTION OF LIEN
This is to certi fy that the claim of lien arising out of the Office of the Special
Master Order dated February 17, 2006, a certified copy of which was recorded on
February 24, 2006 in O.R. Book 3988, Page(s) 0995, of the Public Records of Collier
County, Florida, against the following described real property, and all other real and
personal property located in Collier County, owned by Michael Zager and Paula Rhodes,
has been discharged in full.
Michael Zager and Paula Rhodes
557 Cypress Way E.
Naples, FL 34110
Folio No.
Cost:
Reference:
65322840006
$50.00
CO: 10259
The undersigned is authorized to and does hereby release this lien as to the whole
of the above-described real property, and all other real and personal property owned by by
Michael Zager and Paula Rhodes, and consents to this lien being discharged ofrecord.
Dated this ,;J7 day of ~ .....- U
,2007.
ATTEST:
DWIGHT E. BROCK, Clerk
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
'.', ...'
/,'- r d"J '
By: t%!''4-N~
JAMES COLETTA, CHAIRMAN
By:
Attest ~:l
s j GnM,uc'c' ',:,,' :::':!<>-
Approved as to form and
legal sufficiency:
,
Wright
tant County Attorney
10.00
1.00
.
lON
This instrument prepared by:
Jeff E, Wright
Assistant County Attorney
2800 N. Horseshoe Dnve, Ste 30]
Naples, florida 34104
(239) 213,2939
*** 3994853 OR: 4205 PG: 0153 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03130/2007 at 08:22AM DWIGHT E, EROCK, CLERK
REC FEE 10,00
COPIBS I, 00
Retn:
CLERK TO THE EOARD
INTEROFFICE 4TH FLOOR
IXT724D
lON
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Office of the Special
Master Order dated May 19, 2006, a certified copy of which was recorded on June 5,
2006 in O.R. Book 4049, Page(s) 1816, of the Public Records of Collier County, Florida,
against the following described real property, and all other real and personal property
located in Collier County, owned by Casey Lynn Naymola, has been discharged in full.
Casey Lynn Naymola
4960 Tamarind Ridge Dr.
Naples, FL 34119
Folio No.
Cost:
Reference:
nla
$314,00
DAS: 11101
The undersigned is authorized to and does hereby release this lien as to the whole
of the above-described real property, and all other real and personal property owned by
Casey Lynn Naymola, and consents to this lien being discharged ofrecord.
Dated this ;). ( day of ~
,2007.
ATTEST: " ,
DWIGH'I' E. BRO(':~;djerk
BY~
Att'''t ,.~ '" ,"1>"::': ';;\'. ,,' , eputy Clerk
<O;~ I.J.) \"..-;rd"CU>l'l-
slQnature 0;1., .-
BOARD OF COUNTY COMMISSIONERS
COLLIER COTJNTY, FLORIDA
d~
By: ~
JAMES COLETTA, CHAIRMAN
Approved as to form and
legal sufficiency:
r-
ht
nt County Attorney
This instrument prepared by:
Jeff E, Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 30 r
Naples, Florida 34104
(239) 213.2939
*** 3994854 OR: 4205 PG: 0154 ***
RBCORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/30/2007 at 08:22AM DWIGHT E, BROCK, CLERK
RBC FEE
COPIBS
Retn:
CLERK TO THB BOARD
INTEROFFICB 4TH FLOOR
EX? 7240
iO,OO
uo
lOil
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Office of the Special
Master Order dated December 7, 2004, a certified copy of which was recorded on
December 14, 2005, in O.R. Book 3695, Page(s) 4152 of the Public Records of Collier
County, Florida, against the following described real property, and all other real and
personal property located in Collier County, owned by Luciano and Renee De Andrade,
has been discharged in full.
Luciano and Renee De Andrade
1075 Pine Isle Lane
Naples, FL
Folio No,
Cost:
Reference:
24323000006
$203.82
CO# 2004070342
The undersigned is authorized to and does hereby release this lien as to the whole
of the above-described real property, and all other real and personal property owned by
Luciano and Renee De Andrade, and consents to this lien being discharged of record.
Dated this ~_ day of ~/
,2007.
, . L ~
ATTEST,:'" ,... ",
DWIGIiT E. BROC!<,C)erk
, ., ''''. '
'- -,
~'.','./
By: '.." V.?:)
Attest ~;': t':-.'~)":,\',1(1,;~'~~~"
s1gnatm'~ C:lll~.' ~u;J.-
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
/?~~.
'-.' ...,'%
By: ;~4V' "
J~S COLETTA, CHAIRMAN
Approved as to form and
legal sufficiency:
.
This instrument prepared by:
Jeff E, Wnght
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 301
Naples, Florida 34\ 04
(239) 213,2939
*** 3994855 OR: 4205 PG: 0155 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/30/2007 at 08:22AK OWIGHT E, EROCK, CLERK
REC FEE I 0.00
COPIES 1.00
Retn:
CLERK TO THE EOARD
INTEROFFICE 4TH F;OOR
EXT 7240
1 0 f\'~
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Office of the Special
Master Order dated March 17, 2006, a certified copy of which was recorded on April 24,
2006, in O.R. Book 4023, Page(s) 0857, of the Public Records of Collier County, Florida,
against the following described real property, and all other real and personal property
located in Collier County, owned by Heriberto Perez, has been discharged in full.
Heriberto Perez
165 4th St.
Naples, FL 34112
Folio No.
Cost:
Reference:
77213360007
$170,97
OSM 2006010714
The undersigned is authorized to and does hereby release this lien as to the whole
of the above-described real property, and all other real and personal property owned by
Heriberto Perez, and consents to this lien being discharged of record.
Dated this do I day of ~
,2007.
, ".
:11 . L_':,
ATTEST,,'''''',,'
DWIGI;ItE..BROGr.;:., Glllrk
to!:, ~.,"~' '.',"',' Y
;\~~'~'k~
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
/1
/;'//
~;,t"
';'
By:
J ES COLETTA, CH IRMAN
Approved as to form and
legal sufficiency:
This instrument prepared by:
Jeff E, Wnght
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 301
Naples, Florida 34104
(239) 213.2939
*** 3994856 OR: 4205 PG: 0156 ***
RECORDED In OFFICIAL RBCORDS of COLLIER COONTY, F~
03/30/2007 at 08:22AK DWIGHT E. BROCK, CLERK
RECm 10,00
COPIES 1.00
Retn:
CLERK TO THE BOARD
INTEROFFICE 4TH FLOOR
EXT 7240
lON
'4
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Office of the Special
Master Order dated July 21,2006, a certified copy of which was recorded on August 2,
2006, in O.R. Book 4081, Page(s) 2673 of the Public Records of Collier County, Florida,
against the following described real property, and all other real and personal property
located in Collier County, owned by Saint Louise Moise, has been discharged in full:
Saint Louise Moise
4415 Thomasson Lane
Naples, FL 34112
Folio No.
Cost:
Reference:
67491080009
$996.43
2005020181 and 2006031121
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Saint Louis Moise and consents to this lien being discharged
ofrecord.
Dated this 2. I day of ~
,2007.
. C.T ^
.....,
. . . , .
ATTES:J;: .' ,
DWIGm It BROCK,. Clerk
'.' . .. .
-<I..'
By:.
Attest ~s to Ch~lr.a~
signature on1,
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
/, /
/ j '-f)
~ '''!:z-i /'7~
/ ,,<,~ 7.1--"P~~ .,
S COLETTA, CHAIRMAN
J
By:
Approved as to form and
legal sufficiency:
,
This instrument prepared by:
Jeff E, Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 301
Naples, Florida 34104
(239) 213-2939
*** 3994857 OR: 4205 PG: 0157 ***
RECORDED In OFFICIAL RECORDS of COLLIER COUNTY, FL
03/30/2007 at 08:22AM D~IGHT E. BR02K, CLERK
REC FEE Ie. 00
COPIES
l.00
10 f "..
J"
Retn:
CLERK TO THE BOARD
INTEROFFICE 4TH FLOOR
EXT 7240
RELEASE AND SA TISF ACTION OF LIEN
This is to certify that the claim of lien arising out of the Office of the Special
Master Order dated July 15,2005, a certified copy of which was recorded on July 21,
2005, in O.R. Book 3850, Page(s) 0392 of the Public Records of Collier County, Florida,
against the following described real property, and all other real and personal property
located in Collier County, owned by Baldridge Real Estate Inc., has been discharged in
full:
Baldridge Real Estate, Inc.
3777 Tamiami Trail East
Naples, FL
Folio No.
Cost:
Reference:
00393560008
$1,836.16
2005031112
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Baldridge Real Estate, Inc, consents to this lien being
discharged ofrecord.
Dated this ~ 1 day of ~A....L.J
,2007,
ATTEST:>,'::,:. c,
DWIG~T:E. BROCK;';"Clerk
~".""
~' ", ,,', ": '/
...... . . ; ~.,' - '
By:.'.,' " ,,~,V
""''';~ / '.,' t CI k
".',:, '4'';1:0 Cl1af pu y er
f" ~ ,"" .;..,. ,/,,:1 ".'.'" "
J "_,1\1,)...,:.,:, \.~ ui'i t~;,,\._1
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
// :t~
/>~"t^<:;" _. ',....z
By: J~~ ,/ ~
Approved as to form and
legal sufficiency:
I
This instrument prepared by:
Jeff E, Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 301
Naples, Florida 34104
(239) 2] 3,2939
*** 3994858 OR: 4205 PG: 0158 ***
RBCORDED in OFFICIAL RECORDS of CCLLIBR COUNTY, FL
03/3012007 at 08:22AM DWIGHT E. BROCK, CLBRK
RBC FBE IO. 00
coms 1.00
Retn:
CLERK TO THB BOARD
INTEROFFICK 4TH FLOOR
EXT7240
lON
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Office of the Special
Master Order dated May 19, 2006, a certified copy of which was recorded on June 5,
2006, in OR Book 4049, Page(s) 1819 of the Public Records of Collier County, Florida,
against the following described real property, and all other real and personal property
located in Collier County, owned by Borah Partners LLC, has been discharged in full:
Borah Partners LLC
1231 Skyline Drive
Naples, FL
Folio No,
Cost:
Reference:
00734200008
$187.24
2005100897
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Borah Partners LLC and consents to this lien being discharged
of record.
Dated this ,;21 day of ~
,2007.
ATTEST: '
DWIGtIT E, BROCK, Clerk
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
~_ -r-/J .,. .~
By:~
AtustlSS to Cl'l3Inlaft,
sl9nltur~ 'o~1' '
/,-;/~, ~.
. ". "/~
,', A If
By: J~~~ 'AN
Approved as to form and
legal sufficiency:
~
Jeff. n t
Assis ant County Attorney
This instrument prepared by:
Jeff E, Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 30 I
Naples, florida 34104
(239) 213-2939
*** 3994859 OR: 4205 PG: 0159 ***
RECCRDBD In OFFICIAL RECORDS of COLLIER COUNTY, FL
OJ 30/2007 at GU2AM DWIGHT E. BROCK, CLERK
REC FEE
10.00
COPIES
1.00
Retn:
CLERK TO THE BOARD
INTEROFFICE 4TH FLOOR
EXT 724 0
l(JN
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Office of the Special
Master Order dated May 5, 2006, a certified copy of which was recorded on May II,
2006, in O.R. Book 4035 Page(s) 0435 of the Public Records of Collier County, Florida,
against the following described real property, and all other rcal and personal property
located in Collier County, owned by David and Priscilla Lollis, has been discharged in
full:
David and Priscilla Lollis
160 J eepers Drive
Naples, FL
Folio No.
Cost:
Reference:
53401280007
$157.12
2006030970
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-describcd real property, and all other real and personal
property owned by David and Priscilla Lollis and consents to this lien being
discharged ofrecord.
Dated this .?-1 day of ~. <..j,,)
,2007.
ATTEST: "
DWIGHT E. BROCK, Clerk
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By:' ,
At{-'~,,:,'t ~",,'
.......~h'" ~...
5 i Qnatu.'~
By:
J
Approved as to form and
legal sufficiency:
.
J"ff~
Assista County Attorney
This instrument prepared by:
Jeff E, Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 30]
Naples, Florida 34104
(239) 213,2939
*** 3994860 OR: 4205 PG: 0160 ***
RECORDBD in OFFICIAL RBCORDS of COLLIER COUNTY, FL
03130/2007 at 08:22AM DWIGHT B, BROCK, CLBRK
REC FEE IUO
COPIES 1.00
R~tn .
CLBRK TC THE BOARD
=NTERCfPICE 4TH FLOOR
m7240
RELEASE AND SATISFACTION OF LIEN
lON
This is to certify that the claim of lien arising out of the Office of the Special
Master Order dated August 5, 2005, a certified copy of which was recorded on August 9,
2005, in O.R. Book 3863 Page(s) 2935 of the Public Records of Collier County, Florida,
against the following described real property, and all other real and personal property
located in Collier County, owned by Arturo Gonzalez, has been discharged in full:
Arturo Gonzalez
4608 Normandy Drive
Naples, FL
Folio No.
Cost:
Reference:
22620320009
$1,063.47
2005050790
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Arturo Gonzalez and consents to this lien being discharged of
record,
Dated this .-41 day of ~
,2007,
ATTEST: .,
DWIGHTE. BROCk" Clerk
~,~...,
. . - .
I'.: >'_,
,
,~y;.' ". ;~: ,...,'.'.., '
iI''';'t..'...:..''_ - -- -- ; ,', '-l-'~' i
'. , ,,".'. "~I p mdJl, ep ty Clerk
51 'M"t."., -.' ,
b"'~ '..:1';;:' Un ~ ~ _.
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By:
J
Approved as to form and
legal sufficiency:
...
n
nt County Attorney
This instrument prepared by:
Jeff E, Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Stc 301
Naples, Florida 34104
(239) 2 I 3,2939
*** 3994862 OR: 4205 PG: 0162 ***
RECORDED In OFFICIAL RECORDS of COLLIER COUNTY, FL
03130/2007 at 08:22AM DWIGHT B, BROCK, CLERK
RIC FEE
conES
10.00
1.0D
Fetn"
CLERK TO THE BOARD
INTEROFFICE 4TH FLOOR
~
lON
3X: 7~4C
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Office of the Special
Master Order dated July 15,2005, a certified copy of which was recorded on July 21,
2005, in O.R. Book 3850 Page(s) 0400 of the Public Records of Collier County, Florida,
against the following described real property, and all other real and personal property
located in Collier County, owned by Niko Glinos, has been discharged in full:
Niko Glinos
179644 Terrace SW
Naples, Fl
Folio No.
Cost:
Reference:
35763920007
$142.14
2005030853
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Niko Glinos and consents to this lien being discharged of
record.
Dated this 11 day of ~
,2007.
."' .1
ATTEST:>
DWIG,HT E. BROCK, Clerk
BY:~ .r<
Att\:l$t i;~l.i.i !;~ld 1;'",&1
s1gnature C/{,1.
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
, i "'V/' ,
/. "...~//
'..<:;_ ,,,..dP ,,/." /:
,/'--,~' .oJ ""'~/', ,'~ .~/t'1 +_/...,."r /~;,
,,' .,-'"""'./.,"":1"-..;;>>-;;....-",. .
By: JA~;~~',~:IRMAN
Approved as to form and
legal sufficiency:
~'t
Jeff, right
Assistant County Attorney
*** 3994861 OR: 4205 PG: 0161 ***
RECORDBD in OFFICIAL RBCORDS of COLLIER COUNTY, FL
03/30/2007 at 08:22AM DWIGHT E, BROCK, CLERK
REC FEE
COPIES
This instrument prepared by:
Jeff E, Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Stc 301
Naples, florida 34104
(239) 213-2939
Retn;
CLERK TO THE EOARD
INTERCFFICE 4TH FLOOR
EXT 7240
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Office of the Special
Master Order dated December 16, 2005, a certified copy of which was recorded on
January 6, 2006, in OR Book 3961, Page(s) 0787 of the Public Records of Collier
County, Florida, against the following described real property, and all other real and
personal property located in Collier County, owned by Sabas Sanchez, has been
discharged in full:
Sabas Sanchez
2980 8th Ave SE
Naples, FL
Folio No.
Cost:
Reference:
40987641005
$2,129.15
2005090266
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Sabas Sanchez and consents to this lien being discharged of
record.
Dated this ::21 day of ~
,2007.
ATTEST: .
DWIGHT E. BROCI<.,-Clerk
,
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
"J , '",p"
/" /', ' yj,i __,.,:/~// If:/
',..<....- -, P"~' /;,."./~.".,
~;Q;.:N."C/1 C: ';...-"rI
By: ~=:..J'!:..'I:.=t'd'!i/d
JAMES COLETTA, CHAIRMAN
.
....
, j "~>;"'l<.::<
Approved as to form and
legal sufficiency:
,
IUO
1.00
.~
lON
This instrument prepared by:
Jeff E, Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 30 I
Naples, Florida 34104
(239) 213-2939
*** 3994863 OR: 4205 PG: 0163 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/30/:007 at 08:22AM DWIGHT E. BROCK, CLERK
RBC FEE 10.00
COPIES LOa
Retn:
CLERK TO THE BOARD
IIITEROFFICE m FLOOR
lQ~
I:~ :~:4G
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Office of the Special
Master Order dated April 7, 2006, a certified copy of which was recorded on April 24,
2006, in O.R. Book 4023, Page(s) 0902 of the Public Records of Collier County, Florida,
against the following described real property, and all other real and personal property
located in Collier County, owned by Stephen and Philmene Octavien, has been
discharged in full:
Stephen and Philmene Octavien
5473 Martin Street
Naples, FL 34113
Folio No.
Cost:
Reference:
62207640007
$176,68
2006011358
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Stephen and Philmene Octavien and consents to this lien being
discharged ofrecord.
Dated this :<'7 day of ~
,2007.
A TTEST<.
DWIGin E. BROCK, Clerk
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
~,', ' ,/J ,.'..; ,,~
By: :;/~
,;~~ i ep y Clerk
By:
J
" l
Approved as to form and
legal sufficiency:
.
This instrument prepared by:
Jeff E, Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Stc 30]
Naples, Florida 34] 04
(239) 2] 3.2939
*** 3994864 OR: 4205 PG: 0164 ***
RECORDED :n OFFICIAL RECORDS of COLLIER COUNTY, FL
03/30/2007 at 08:22AM DWIGHT E, BROCK, CLERK
RBC FEE 10.00
COFIES !.CO
Retn:
CLERK TO THE BOARD
INTEROFFICE 4TH FLOOR
HT 724G
lON
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Office of the Special
Master Order dated March 7, 2005, a certified copy of which was recorded on April 19,
2005, in O,R. Book 3777, Page(s) 4129 of the Public Records of Collier County, Florida,
against the following described real property, and all other real and personal property
located in Collier County, owned by Guillermo Martinez, has been discharged in full:
Guillermo Martinez
1796 43'd St. S.W.
Naples, Fl
Folio No.
Cost:
Reference:
35765440006
$32,198.66
2004090706
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Guillermo Martinez and consents to this lien being discharged
ofrecord.
Dated this ;l. 7 day of ~../
,2007.
ATTEST:.. '
DWIGffTE, BRock, Clerk
By:
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
. F)'
" ' ,/Ii /,;/~/I /'
/'>t.. ..,.:;//, "~','~~ ,/' /r,_:-;,~/ .
/~"''':::::::~~~..2~~-~~:~t~
JAMES COLETTA, CHAIRMAN
~d
,~ (!it ii ~
Approved as to form and
legal sufficiency:
.,
This instrument prepared by:
Jeff E. Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 30 I
Naples, Florida 341 04
(239) 2] 3,2939
*** 3994865 OR: 4205 PG: 0165 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
,;/2C07 at 08:22AM DWIGHT E, BROCK, CLERK
REC FEE 10.00
COPIES 1.00
Retr: :
CLERK ~G THE EOARD
:~{TEHOFF~:E 4TH FLOOR
En '7~4:^:
. . .
~ON
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Office of the Special
Master Order dated April 20, 2005, a certified copy of which was recorded on April 26,
2005, in O.R. Book 3783, Page(s) 0751 of the Public Records of Collier County, Florida,
against the following described real property, and all other real and personal property
located in Collier County, owned by Daniel and Ladonna Greenling, has been discharged
in full:
Folio No.
Cost:
Reference:
00248000008
$161.91
2004090955
The undersigned is authorized to and does hereby release this lien as to the
whole of the above.described real property, and all other real and personal
property owned by Daniel and Ladonna Greenling and consents to this lien being
discharged ofrecord,
Dated this .11 day of lrV'- ~ ~.-t..J
,2007.
. , r-' -~- ,
A TTESJ:"
DWIGBTE. BROCK, Clerk
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By:
~
.~
, ,. .:~ /
." ,< :7:- /? // .1\,,....
. /"::,, :";v ,:vL./ f-./,,~"
By. J~~"~'~~*TX~f~RMAN
.. i~ .
Approved as to form and
legal sufficiency:
"
This instrument prepared by:
Jeff E. Wright
Assistant County Attorney
2800 North Horseshoe Drive, Ste 301
Naples, FL 34104
(239) 213-2939
*** 3994866 OR: 4205 PG: 0166 ***
RBCORDBD in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/30/2007 at OE:22AM DWIGHT E. BROCK, CLERK
RBC FBE
COPIES
10.00
1.00
lON
Retn:
CLERK TO THE BOARD
INTEROFFI~E 4TH FLOOR
EXT 7240
RELEASE AND SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENTS: That the BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA is the owner and holder of a
certain lien by an Order executed by the Special Master against:
Taylor Square Village
clo Roberto Bollt
3000 Orange Grove Trail
Naples. FL
The Order imposing the lien was recorded on July 6, 2005, at Official
Record Book 3837 Page 0586, in the Official Records of Collier County,
State of Florida. The lien secures an undetermined principal sum, and
imposes certain obligations against real property situated in Collier
County, Florida.
Cost: undetermined
Reference: OSM, at O.R. Book 3837, Page 0586
Collier County, a political subdivision of the State of Florida, by execution of this Release
and Satisfaction of Lien, acknowledges payment as full satisfaction of the lien and
hereby cancels said lien.
The Clerk of the Circuit Court is hereby directed to record this Release and Satisfaction
of Lien in the Official Records of Collier County, Florida, to acknowledge that the lien
ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier County,
Florida, acting through its Chairman directs execution and recording of this Release and
Satisfaction of Lien, by action of the Board on this ,;;l. 7 day of
~ ,2007.
ATTEST.
DWIGHt E., BRPCK, Clerk
"t4
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNW, FLORIQA
"~':_:":"~';{-4e~'
By: /"~," i ~'/
JA ES COLETTA, Chairman
By: ,
Attest .1$,tcChal
sjt\niJtllr~ ,onl..,:
a(1d legal sufficiency
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print on pink paper. Attach to odginal document. Original documents should be hand delivered to the Board Office. TIle completed routing slip and original
documents are to he forwarded to the Board Otlke only aftel' the Board has taken action on the item.)
ROUTING SLIP
Complete routing lines #1 through #4 as appropriate for additional signatures, dates, and/or information needed. lfthc document is already complete with the
exception of the Chainnan's shmature, draw a line through routimllines #1 throullh #4, complete the checklist, and forward to Sue Filson line #5).
Route to Addressee(s) Office Initials Date
(List in routing order)
I. ?L-l\c;.. JL~M;"" 1)0
-Jl<.t>'1' CtES 3-.;r~-o1
2. 'S t:w~ ~ \~~ ~-;Lf?-ol
lV\~ C-De"'5
3.
4.
5. Sue Filson, Executive Manager Board of County Commissioners
6. Minutes and Records Clerk of Court's Office
PRIMARY CONTACT INFORMATION
(The primary contact is the holder of the original document pending Bee approval. Normally the primary contact is the person who created/prepared the executive
summary. Primary contact information is needed in the event one of the addressees above, including Sue Filson, need to contact staff for additional or missing
information. All original documents needing the BCC Chainnan's signature are to be delivered to the BCe office only after the BCC has acted to approve the
item.
INSTRUCTIONS & CHECKLIST
Initial the Yes colwnn or mark "N/A" in the Not Applicable colwnn, whichever is
a fO riate.
Original document has been signed/initialed for legal sufficiency. (All documents to be
signed by the Chainnan, with the exception of most letters, must be reviewed and signed
by the Office of the County Attorney. This includes signature pages from ordinances,
",,,-:
resolutions, etc. signed by the County Attorney's Office and signature pages from ...J Y
contracts, agreements, etc. that have been fully executed by all parties except the BCC
Chairman and Clerk to the Board and ossibl State Officials.
All handwritten strike-through and revisions have been initialed by the County Attorney's
Office and all other arties exce t the BCC Chairman and the Clerk to the Board
The Chairman's signature line date has been entered as the date ofBCC approval of the
document or the fInal ne otiated contract date whichever is a licable.
"Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
si ture and initials are re uired.
In most cases (some contracts are an exception), the original document and this routing slip
should be provided to Sue Filson in the BCC office within 24 hours ofBCC approval.
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the BCe's actions are nullified. Be a are f our deadlines!
The document was approved by the BeC on :;2 ~ (enter date) and all changes
made during the meeting have been incorporated in the attached document. The
Coon Attorne's Office has reviewed the chan es, if a licable.
Name of Primary Staff
Contact
Agenda Date Item was
A roved b the BCC
Type of Document
Attached
Agenda Item Number
&tf/i-filll
I~ 0
tJA-
I: Forms/ County Forms/ Bee Forms/ Original Documents Routing Slip WWS Original 9,03.04, Revised 1.26.05, Revised 2.24.05
Phone Number
-
.JAVV\ -
r1Il A-f,W 02 I ()tJ6 I
'Ke tJ k -h 'lJv\ ~07- 7~
Number of Original
Documents Attached
1.
2.
3.
4.
5.
6.
~-,_.._. - '--.~--," ._--_. .-'''_'_".~-_'_"'~'~'....~"..,,",.....,"~-_.~,~~...,,~.,"...-
lOCi'
u
RESOLUTION NO. 2007 - 76
A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS, COLLIER
COUNTY, FLORIDA, URGING MEMBERS OF THE FLORIDA LEGISLATURE AND
FLORIDA'S GOVERNOR TO OPPOSE AND DEFEAT PROPOSED FLORIDA HOUSE
BILL 529 (COMPANION TO PROPOSED FLORIDA SENATE BILL 0998) RELATED
TO CABLE TELEVISION AND VIDEO PROGRAMMING SERVICES) AND ANY
SIMILAR PROPOSED FLORIDA BILLS; AND DIRECTING THAT THIS RESOLUTION
BE FORWARDED TO COLLIER COUNTY'S LOCAL LEGISLATURE DELEGATION,
TO FLORIDA'S GOVERNOR, AND TO THE FLORIDA ASSOCIATION OF COUNTIES
AND THE FLORIDA LEAGUE OF CITIES
WHEREAS, proposed Florida House Bill 529, (companion to proposed Florida
Senate Bill 0998) incongruously entitled the "Consumer Choice Act of 2007" (which
proposed Bill neither protects nor facilitates any choices by consumers of cable
television services), among other things, provides that no municipality or county shall
grant any new franchise for provision of cable or video services within its jurisdiction,
and shall not renew any such existing local franchise although many existing local
franchises include franchise renewal provisions; also requires that as of July 1, 2009,
all such customer service complaints are to be "handled by" the Florida Department of
Agriculture and Consumer Services; also provides that only incumbent cable service
providers (meaning the service provider serving the largest number of cable subscribers
in the municipality or county as of July 1, 2007) shall comply with customer service
requirements reasonably comparable to the standards in Chapter 47, Code of Federal
Regulations, but only if no other service provider offering service (excluding direct-to-
home satellite service) anywhere in the incumbent service provider's service area, in
which case there are no applicable customer service standards; and
WHEREAS, this proposed Bill is a substantial threat to local governments'
authority over public rights of way and elimination of benefits being provided by cable
franchisees to local governments (which often directly benefit public schools) throughout
the state, including resulting negative financial impacts upon local governments and
School Boards; and
WHEREAS, this proposed Bill specifies that operation of PEG channels shall be
the responsibility of the municipality or county that receives the benefit of such channel
or equivalent capacity, and state certificate holders bear only responsibility for the
transmission of PEG channel content, and
WHEREAS, this proposed Bill authorizes Florida's Department of State to grant
statewide cable franchises; and
WHEREAS, this proposed Bill does not effectively prohibit "cherry picking"; and
WHEREAS, this proposed Bill prohibits counties and municipalities from
mandating that any holder of a Florida Department of State issued certificate of service
must have a business office within the county or municipality; also prohibits the state,
counties and municipalities from imposing or collecting any tax, charge, franchise,
license, any form of agreement, or any other consideration in connection with the use of
public right-of-way except generally applicable right of way permit fees authorized by
Section 337.401, Florida Statutes, except the provider must repair physical damage to
rights of way caused by the provider or by the providers contractor); also no municipality
or county shall require build out requirements, system construction requirements,
service deployment requirements, capacity requirements, and upgrades; nor documents
and reports except to the extent required by federal law or by other Florida laws; and no
municipality or county may even request information concerning the capacity or
technical configuration of a state certificate holder's facilities; and
WHEREAS, with regard to public, educational and government "("PEG")
channels, and notwithstanding mutually agreed provisions to the contrary, local
franchise agreements that exist as of July 1, 2007, holders of state issued certificates of
service are required only to designate a sufficient amount of capacity to allow provision
of a comparable number of channels or "capacity equivalent" to PEG channels that
were actually in use by the respective municipality or county for at least 10 hours per
Page 1 of 4
\.../
day under the incumbent seNice provider's local franchise as of July 1, 2007. If such
use is not in effect as of July 1, 2007, the local government must submit a request to the
service provider, to request up to three channels (or "equivalent capacity") within the
requesting municipality or requesting county that has a population of at least 50,000, or
submit a request to the provider to make available up to two channels if the municipality
or county has a population of less than 50,000 individuals; provided moreover, that the
PEG channels then being used by the municipality or county also meet specified hours
per day of actual non-repeat programming "in use" requirements; also allows provision
of "capacity" in lieu of PEG channels to be allocated, and that providers are not required
to place any channel capacity reclaimed by a provider and subsequently restored to the
local jurisdiction on the provider's basic tier or analog tier; also the proposed Bill is
ambiguous regarding whether initial channels or initial capacity must be located on the
provider's basic service tier; and
WHEREAS, other issues of concern include lack of mandatory interconnection
requirements, prohibitions against requirements for any grants or in kind support, and
that connectivity is required up to only the first 200 feet from the provider's cable or
video transmission system; and
WHEREAS, subject to specified conditions, including that any other provider has
been granted a state certificate of service in all or any part of the incumbent provider's
"relevant service area," this proposed Bill authorizes the incumbent provider to
unilaterally terminate its existing local cable franchise and/or local video franchise,
which Bill provisions appear to impair obligations of contracts in violation of Florida's
Constitution and the Constitution of the United States because this act unreasonably
intrudes into the franchise agreements to a degree greater than is necessary to achieve
the act's stated purposes, and, although the Bill requires the incumbent service provider
to notify the affected municipality or affected county of its intent to acquire a state
certificate of service, which certificate, when issued by the state, automatically
terminates the local franchise; also the proposed Bill is silent whether local governments
have any legal standing to contest such applications; and
WHEREAS, this proposed Bill authorizes each non-incumbent cable franchisee,
and/or non-incumbent video franchisee to unilaterally terminate its existing local cable
franchise and/or video franchise provided the non-incumbent provider provides cable
service or video service to less than specified percentages of the total cable and video
service subscribers in the particular franchise area, which provisions appear to impair
obligations of contracts in violation of Florida's Constitution and the Constitution of the
United States because this act unreasonably intrudes into the franchise agreements to
a degree greater than is necessary to achieve the act's stated purposes; and
WHEREAS, this proposed Bill will cause municipalities and counties to lose at
least $20 million in in-kind contributions from existing service providers; and
WHEREAS, service providers that have been issued a state certificate of service
may apply to the Florida Department of State for cable and/or video franchises that
have smaller geographic areas then the geographic area(s) specified in existing local
franchises, and the service provider may thereafter apply to enlarge the state
certificated service area without even notifying the municipality or county; and
WHEREAS, this proposed Bill authorizes all holders of state certificates of
service to transfer to any successor in interest regarding the entity to which the state
certificate of service was initially issued (without any required analysis by the Florida
Department of State regarding the assignee's apparent ability to properly operate the
system); also, although one subsection in this proposed Bill requires that the applicant
for a transfer must notify the municipality or county within 14 business days following
completion of the respective transfer, another subsection in the proposed Bill reads "...
a municipality or county may require a certificate holder to provide notice of a transfer
within a reasonable time" - which appears to require such notice only after the
completed, state authorized, transfer; and
WHEREAS, this proposed Bill contains several problematic ambiguities and
omissions that can result in disputes and potential litigation; and
Page 2 of 4
100
WHEREAS, other than Florida's Department of State filing cases in courts of law,
this proposed Bill is silent regarding that Department's authority to penalize or otherwise
mandate compliance with the Bill's provisions or with the Department's yet to be
adopted rules, or to penalize for violations of rules incorporated into this proposed Bill
by reference, and subsection 120.54(1 )(e), F.S., provides that the Department of State,
among all other agencies, has no authority to establish penalties unless the Legislature,
when establishing a penalty, provides that the penalty applies to the agency's rules, but
this proposed Bill is silent regarding penalties; and
WHEREAS, this proposed Bill is silent regarding "standing" of individuals, other
service providers and all other entities, to participate regarding applications to the
Department of State or its other proceedings, including enforcement proceedings; and
WHEREAS, in 1988, Collier County enacted Collier County Ordinance No. 88-
90, to require Collier County issued cable television franchises prerequisites for to
installation, construction and operation of cable television systems in unincorporated
Collier County that use public rights of way; and
WHEREAS, pursuant to Ordinance No. 88-90, as amended, Collier County has
granted four (4) cable television franchises, three (3) of which are currently active and
mutually binding on each of the respective contracting parties; and
WHEREAS, current Florida law requires cable television operators to acquire
local cable franchise agreements from local governments before providing cable service
within the respective local government's jurisdictional area if the service provider
requires any use of the local government's jurisdictional public right-of way; and
WHEREAS, Collier County, through its cable TV franchising Ordinance, has
negotiated and obtained benefits that satisfy the cable television related needs of our
community, including broadcast of County Commission public meetings, services to
Collier County public schools and other governmental facilities, and other services that
support important educational and public interests; and
WHEREAS, it is in the best interests of customers of cable service providers in
Collier County, and throughout Florida, that local governments retain all of their
currently existing authority to require local franchises, and to grant term extensions to
now existing franchises; and
WHEREAS, the currently existing Florida general law that requires prospective
cable TV providers to acquire a local cable TV franchise is not an unreasonable burden
upon any such entities, and such local franchises are in the best interests of the local
government, the franchisee, and all of the franchisee's customers; and
WHEREAS, pursuant to this proposed Bill, all future cable and video franchising
would be accomplished by summarily issued Florida Department of State service
certificates, thereby repealing now existing obligations required by general law of
Florida (which are to be repealed by this proposed Bill), and which obligations variously
apply to the local franchising authority governments and to franchisees, all of which
obligations now exist to protect the franchising local government, the franchisee, and all
of the franchisee's customers, and
WHEREAS, the proposed statewide certificate of service process does not
obligate provision of cable service for any duration of time (the certificate of franchise
authority issued by Florida's Department of State may be terminated simply by the
service provider submitting notice of the termination to the state) nor require compliance
with customer service standards if any portion of the respective state issued certificate
holder's service area is serviced by any another service provider; and
WHEREAS, for each of the above reasons, the Board of County Commissioners
of Collier County, Florida, hereby expresses its strong opposition to proposed Florida
House Bill 529, and
Page 3 of 4
100
WHEREAS, Collier County's Board of County Commissioners urges members of
the Florida legislature and Florida's Governor to oppose and defeat proposed Florida
House Bill 529; and
WHEREAS, the Board finds that is in the public interest, and is in the interests of
Florida consumers of cable services and/or video services, to forward a copy of this
Resolution to all members of Collier County's local Legislative Delegation, to Florida's
Governor, to the Florida Association of Counties and to the Florida League of Cities.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTYL FLORIDA, that:
1. The foregoing "WHEREAS" clauses are hereby incorporated herein as an
integral part of this Resolution.
2. The Board of County Commissioners of Collier County opposes proposed
Florida House Bill 529 (companion to Florida Senate Bill 0998) and any other
substantially similar Florida Legislation, and urges members of the Florida legislature to
oppose and defeat proposed House Bill 529/SB 0998 and any other substantially similar
Florida legislation.
3. Governor Crist veto the Bill if it is sent to him by the Legislature.
4. County Manager, Jim Mudd, is hereby directed to immediately distribute a
copy of this Resolution to all members of Collier County's local Legislative Delegation,
to Governor Charlie Crist, to the Florida Association of Counties and to the Florida
League of Cities.
5. This Resolution shall be effective upon adoption.
ADOPTED by the Board of County Commissioners of Collier County, Florida, this
.j.\-, L
;) 1 day of marc: ,2007.
ATTEST:.,:,.'." ...
DWIGHT~}:: SROCK,~Glerk
~. .
BOARD OF COUNTY COMMISSIONERS
OF COLLIER COUNTY, FLORIDA
,.,. .
By:
Attest as It&li!#k'l~rJ< i
sIgnature onl-
Approved as to form and legal sufficiency:
By: -;nlM ?lAlf~
~ C. Palmer,
Assistant County Attorney
By:
fl~N
JA~S COLETTA, Chairman
Page 4 of 4
Page I of]
100
Martha S. Vergara
From: Martha S. Vergara
Sent: Wednesday, March 28, 2007 2:51 PM
To: 'jamesfrench@colliergov.net'
Subject: Resolution 2007-76 - relating to Cable Television and Video Programming
Hello Jamie,
I have the resolution ready for pickup. Just need to know if five copies are sufficient for distribution to the
Legislative Delegation?
I also need to know if you are the person I send or give them to. If you have any questions just feel free to call.
Martha Vergara
Deputy Clerk - BMR
239-732-2646 ex!. 7240
3/28/2007
_loo 'I
Tuesday - 3-27-07
BCC Agenda Item 16A6 - moved to Regular Agenda as Item 10 "0"
Corrected Resolution is enclosed.
Please substitute this Corrected Resolution in lieu of the former Resolution that should be
in Chairman Coletta's Signature Package for this Agenda Item 16A6.
The 4th WHEREAS Clause on page 3 has been corrected to specify that Collier County
now has three (3) active Cable TV franchises.
One of the County's former four (4) Cable TV Franchises was terminated by BCC
Agenda action at its last meeting.
IBM PoJ~
Tom Palmer
Assistant County Attorney
100
RESOLUTION NO. 2007 - 76
A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS, COLLIER
COUNTY, FLORIDA, URGING MEMBERS OF THE FLORIDA LEGISLATURE AND
FLORIDA'S GOVERNOR TO OPPOSE AND DEFEAT PROPOSED FLORIDA HOUSE
BILL 529 (RELATED TO CABLE TELEVISION AND VIDEO PROGRAMMING
SERVICES) AND ANY SIMILAR PROPOSED FLORIDA BILLS; AND DIRECTING
THAT THIS RESOLUTION BE FORWARDED TO COLLIER COUNTY'S LOCAL
LEGISLATURE DELEGATION, TO FLORIDA'S GOVERNOR, AND TO THE FLORIDA
ASSOCIATION OF COUNTIES AND THE FLORIDA LEAGUE OF CITIES
WHEREAS, proposed Florida House Bill 529, incongruously entitled the
"Consumer Choice Act of 2007" (which proposed Bill neither protects nor facilitates any
choices by consumers of cable television services), among other things, provides that
no municipality or county shall grant any new franchise for provision of cable or video
services within its jurisdiction, and shall not renew any such existing local franchise
although many existing local franchises include franchise renewal provisions; also
requires that as of July 1, 2009, all such customer service complaints are to be "handled
by" the Florida Department of Agriculture and Consumer Services; also provides that
only incumbent cable service providers (meaning the service provider serving the
largest number of cable subscribers in the municipality or county as of July 1, 2007)
shall comply with customer service requirements reasonably comparable to the
standards in Chapter 47, Code of Federal Regulations, but only if no other service
provider offering service (excluding direct-to-home satellite service) anywhere in the
incumbent service provider's service area, in which case there are no applicable
customer service standards; and
WHEREAS, this proposed Bill is a substantial threat to local governments'
authority over public rights of way and elimination of benefits being provided by cable
franchisees to local governments (which often directly benefit public schools) throughout
the state, including resulting negative financial impacts upon local governments and
School Boards; and
WHEREAS, this proposed Bill specifies that operation of PEG channels shall be
the responsibility of the municipality or county that receives the benefit of such channel
or equivalent capacity, and state certificate holders bear only responsibility for the
transmission of PEG channel content, and
WHEREAS, this proposed Bill authorizes Florida's Department of State to grant
statewide cable franchises; and
WHEREAS, this proposed Bill does not effectively prohibit "cherry picking"; and
WHEREAS, this proposed Bill prohibits counties and municipalities from
mandating that any holder of a Florida Department of State issued certificate of service
must have a business office within the county or municipality; also prohibits the state,
counties and municipalities from imposing or collecting any tax, charge, franchise,
license, any form of agreement, or any other consideration in connection with the use of
public right-of-way except generally applicable right of way permit fees authorized by
Section 337.401, Florida Statutes, except the provider must repair physical damage to
rights of way caused by the provider or by the providers contractor); also no municipality
or county shall require build out requirements, system construction requirements,
service deployment requirements, capacity requirements, and upgrades; nor documents
and reports except to the extent required by federal law or by other Florida laws; and no
municipality or county may even request information concerning the capacity or
technical configuration of a state certificate holder's facilities; and
WHEREAS, with regard to public, educational and government "("PEG")
channels, and notwithstanding mutually agreed provisions to the contrary, local
franchise agreements that exist as of July 1, 2007, holders of state issued certificates of
service are required only to designate a sufficient amount of capacity to allow provision
of a comparable number of channels or "capacity equivalent" to PEG channels that
were actually in use by the respective municipality or county for at least 10 hours per
day under the incumbent service provider's local franchise as of July 1, 2007. If such
Page 1 of 4
100;
use is not in effect as of July 1, 2007, the local government must submit a request to the
service provider, to request up to three channels (or "equivalent capacity") within the
requesting municipality or requesting county that has a population of at least 50,000, or
submit a request to the provider to make available up to two channels if the municipality
or county has a population of less than 50,000 individuals; provided moreover, that the
PEG channels then being used by the municipality or county also meet specified hours
per day of actual non-repeat programming "in use" requirements; also allows provision
of "capacity" in lieu of PEG channels to be allocated, and that providers are not required
to place any channel capacity reclaimed by a provider and subsequently restored to the
local jurisdiction on the provider's basic tier or analog tier; also the proposed Bill is
ambiguous regarding whether initial channels or initial capacity must be located on the
provider's basic service tier; and
WHEREAS, other issues of concern include lack of mandatory interconnection
requirements, prohibitions against requirements for any grants or in kind support, and
that connectivity is required up to only the first 200 feet from the provider's cable or
video transmission system; and
WHEREAS, subject to specified conditions, including that any other provider has
been granted a state certificate of service in all or any part of the incumbent provider's
"relevant service area," this proposed Bill authorizes the incumbent provider to
unilaterally terminate its existing local cable franchise and/or local video franchise,
which Bill provisions appear to impair obligations of contracts in violation of Florida's
Constitution and the Constitution of the United States because this act unreasonably
intrudes into the franchise agreements to a degree greater than is necessary to achieve
the act's stated purposes, and, although the Bill requires the incumbent service provider
to notify the affected municipality or affected county of its intent to acquire a state
certificate of service, which certificate, when issued by the state, automatically
terminates the local franchise; also the proposed Bill is silent whether local governments
have any legal standing to contest such applications; and
WHEREAS, this proposed Bill authorizes each non-incumbent cable franchisee,
and/or non-incumbent video franchisee to unilaterally terminate its existing local cable
franchise and/or video franchise provided the non-incumbent provider provides cable
service or video service to less than specified percentages of the total cable and video
service subscribers in the particular franchise area, which provisions appear to impair
obligations of contracts in violation of Florida's Constitution and the Constitution of the
United States because this act unreasonably intrudes into the franchise agreements to
a degree greater than is necessary to achieve the act's stated purposes; and
WHEREAS, this proposed Bill will cause municipalities and counties to lose at
least $20 million in in-kind contributions from existing service providers; and
WHEREAS, service providers that have been issued a state certificate of service
may apply to the Florida Department of State for cable and/or video franchises that
have smaller geographic areas then the geographic area(s) specified in existing local
franchises, and the service provider may thereafter apply to enlarge the state
certificated service area without even notifying the municipality or county; and
WHEREAS, this proposed Bill authorizes all holders of state certificates of
service to transfer to any successor in interest regarding the entity to which the state
certificate of service was initially issued (without any required analysis by the Florida
Department of State regarding the assignee's apparent ability to properly operate the
system); also, although one subsection in this proposed Bill requires that the applicant
for a transfer must notify the municipality or county within 14 business days following
completion of the respective transfer, another subsection in the proposed Bill reads"...
a municipality or county may require a certificate holder to provide notice of a transfer
within a reasonable time" - which appears to require such notice only after the
completed, state authorized, transfer; and
WHEREAS, this proposed Bill contains several problematic ambiguities and
omissions that can result in disputes and potential litigation; and
Page 2 of 4
:Q.(Q 0
WHEREAS, other than Florida's Department of State filing cases in courts of law,
this proposed Bill is silent regarding that Department's authority to penalize or otherwise
mandate compliance with the Bill's provisions or with the Department's yet to be
adopted rules, or to penalize for violations of rules incorporated into this proposed Bill
by reference, and subsection 120.54(1)(e), F.S., provides that the Department of State,
among all other agencies, has no authority to establish penalties unless the Legislature,
when establishing a penalty, provides that the penalty applies to the agency's rules, but
this proposed Bill is silent regarding penalties; and
WHEREAS, this proposed Bill is silent regarding "standing" of individuals, other
service providers and all other entities, to participate regarding applications to the
Department of State or its other proceedings, including enforcement proceedings; and
WHEREAS, in 1988, Collier County enacted Collier County Ordinance No. 88-
90, to require Collier County issued cable television franchises prerequisites for to
installation, construction and operation of cable television systems in unincorporated
Collier County that use public rights of way; and
WHEREAS, pursuant to Ordinance No. 88-90, as amended, Collier County has
granted four (4) cable television franchises, three (3) of which are currently active and
mutually binding on each of the respective contracting parties; and
WHEREAS, current Florida law requires cable television operators to acquire
local cable franchise agreements from local governments before providing cable service
within the respective local government's jurisdictional area if the service provider
requires any use of the local government's jurisdictional public right-of way; and
WHEREAS, Collier County, through its cable TV franchising Ordinance, has
negotiated and obtained benefits that satisfy the cable television related needs of our
community, including broadcast of County Commission public meetings, services to
Collier County public schools and other governmental facilities, and other services that
support important educational and public interests; and
WHEREAS, it is in the best interests of customers of cable service providers in
Collier County, and throughout Florida, that local governments retain all of their
currently existing authority to require local franchises, and to grant term extensions to
now existing franchises; and
WHEREAS, the currently existing Florida general law that requires prospective
cable TV providers to acquire a local cable TV franchise is not an unreasonable burden
upon any such entities, and such local franchises are in the best interests of the local
government, the franchisee, and all of the franchisee's customers; and
WHEREAS, pursuant to this proposed Bill, all future cable and video franchising
would be accomplished by summarily issued Florida Department of State service
certificates, thereby repealing now existing obligations required by general law of
Florida (which are to be repealed by this proposed Bill), and which obligations variously
apply to the local franchising authority governments and to franchisees, all of which
obligations now exist to protect the franchising local government, the franchisee, and all
of the franchisee's customers, and
WHEREAS, the proposed statewide certificate of service process does not
obligate provision of cable service for any duration of time (the certificate of franchise
authority issued by Florida's Department of State may be terminated simply by the
service provider submitting notice of the termination to the state) nor require compliance
with customer service standards if any portion of the respective state issued certificate
holder's service area is serviced by any another service provider; and
WHEREAS, for each of the above reasons, the Board of County Commissioners
of Collier County, Florida, hereby expresses its strong opposition to proposed Florida
House Bill 529, and
Page 3 of 4
100
WHEREAS, Collier County's Board of County Commissioners urges members of
the Florida legislature and Florida's Governor to oppose and defeat proposed Florida
House Bill 529; and
WHEREAS, the Board finds that is in the public interest, and is in the interests of
Florida consumers of cable services and/or video services, to forward a copy of this
Resolution to all members of Collier County's local Legislative Delegation, to Florida's
Governor, to the Florida Association of Counties and to the Florida League of Cities.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNT'" FLORIDA, that:
1. The foregoing "WHEREAS" clauses are hereby incorporated herein as an
integral part of this Resolution.
2. The Board of County Commissioners of Collier County opposes proposed
Florida House Bill 529, and any other substantially similar Florida Legislation, and urges
members of the Florida legislature to oppose and defeat proposed House Bill 529 and
any other substantially similar Florida legislation.
3. Governor Crist veto the Bill if it is sent to him by the Legislature.
4. County Manager, Jim Mudd, is hereby directed to immediately distribute a
copy of this Resolution to all members of Collier County's local Legislative Delegation,
to Governor Charlie Crist, to the Florida Association of Counties and to the Florida
League of Cities.
5. This Resolution shall be effective upon adoption.
ADOPTED by the Board of County Commissioners of Collier County, Florida, this
d7thday of march, 2007.
ATTEST: '\." ,',. _
DWIGH;I>E:. BRb0~,Clerk
,''''' . '"
BOARD OF COUNTY COMMISSIONERS
OF COLLIER COUNTY, FLORIDA
;':0
BY~~
:=i~~~~~.)
By:
Iiu-,( ~
JAM S COLETTA, Chairman
Approved as to form and legal sufficiency:
By: iOVV\ ?(j.l~
Thom C. Palmer,
Assistant County Attorney
Page 4 of 4
loa
.~
. ,
'......... 1 ....,..
RESOLUTION NO. 2007 - 76
A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS, COLLIER
COUNTY, FLORIDA, URGING MEMBERS OF THE FLORIDA LEGISLATURE AND
FLORIDA'S GOVERNOR TO OPPOSE AND DEFEAT PROPOSED FLORIDA HOUSE
BILL 529 (COMPANION TO PROPOSED FLORIDA SENATE BILL 0998) RELATED
TO CABLE TELEVISION AND VIDEO PROGRAMMING SERVICES) AND ANY
SIMILAR PROPOSED FLORIDA BILLS; AND DIRECTING THAT THIS RESOLUTION
BE FORWARDED TO COLLIER COUNTY'S LOCAL LEGISLATURE DELEGATION,
TO FLORIDA'S GOVERNOR, AND TO THE FLORIDA ASSOCIATION OF COUNTIES
AND THE FLORIDA LEAGUE OF CITIES
WHEREAS, proposed Florida House Bill 529, (companion to proposed Florida
Senate Bill 0998) incongruously entitled the "Consumer Choice Act of 2007" (which
proposed Bill neither protects nor facilitates any choices by consumers of cable
television services), among other things, provides that no municipality or county shall
grant any new franchise for provision of cable or video services within its jurisdiction,
and shall not renew any such existing local franchise although many existing local
franchises include franchise renewal provisions; also requires that as of July 1, 2009,
all such customer service complaints are to be "handled by" the Florida Department of
Agriculture and Consumer Services; also provides that only incumbent cable service
providers (meaning the service provider serving the largest number of cable subscribers
in the municipality or county as of July 1, 2007) shall comply with customer service
requirements reasonably comparable to the standards in Chapter 47, Code of Federal
Regulations, but only if no other service provider offering service (excluding direct-to-
home satellite service) anywhere in the incumbent service provider's service area, in
which case there are no applicable customer service standards; and
WHEREAS, this proposed Bill is a substantial threat to local governments'
authority over public rights of way and elimination of benefits being provided by cable
franchisees to local governments (which often directly benefit public schools) throughout
the state, including resulting negative financial impacts upon local governments and
School Boards; and
WHEREAS, this proposed Bill specifies that operation of PEG channels shall be
the responsibility of the municipality or county that receives the benefit of such channel
or equivalent capacity, and state certificate holders bear only responsibility for the
transmission of PEG channel content, and
WHEREAS, this proposed Bill authorizes Florida's Department of State to grant
statewide cable franchises; and
WHEREAS, this proposed Bill does not effectively prohibit "cherry picking"; and
WHEREAS, this proposed Bill prohibits counties and municipalities from
mandating that any holder of a Florida Department of State issued certificate of service
must have a business office within the county or municipality; also prohibits the state,
counties and municipalities from imposing or collecting any tax, charge, franchise,
license, any form of agreement, or any other consideration in connection with the use of
public right-of-way except generally applicable right of way permit fees authorized by
Section 337.401, Florida Statutes, except the provider must repair physical damage to
rights of way caused by the provider or by the providers contractor); also no municipality
or county shall require build out requirements, system construction requirements,
service deployment requirements, capacity requirements, and upgrades; nor documents
and reports except to the extent required by federal law or by other Florida laws; and no
municipality or county may even request information concerning the capacity or
technical configuration of a state certificate holder's facilities; and
WHEREAS, with regard to public, educational and government "("PEG")
channels, and notwithstanding mutually agreed provisions to the contrary, local
franchise agreements that exist as of July 1, 2007, holders of state issued certificates of
service are required only to designate a sufficient amount of capacity to allow provision
of a comparable number of channels or "capacity equivalent" to PEG channels that
were actually in use by the respective municipality or county for at least 10 hours per
Page 1 of 4
100
; .l;,:,'I
I
J
day under the incumbent service provider's local franchise as of July 1, 2007. If such
use is not in effect as of July 1,2007, the local government must submit a request to the
service provider, to request up to three channels (or "equivalent capacity") within the
requesting municipality or requesting county that has a population of at least 50,000, or
submit a request to the provider to make available up to two channels if the municipality
or county has a population of less than 50,000 individuals; provided moreover, that the
PEG channels then being used by the municipality or county also meet specified hours
per day of actual non-repeat programming "in use" requirements; also allows provision
of "capacity" in lieu of PEG channels to be allocated, and that providers are not required
to place any channel capacity reclaimed by a provider and subsequently restored to the
local jurisdiction on the provider's basic tier or analog tier; also the proposed Bill is
ambiguous regarding whether initial channels or initial capacity must be located on the
provider's basic service tier; and
WHEREAS, other issues of concern include lack of mandatory interconnection
requirements, prohibitions against requirements for any grants or in kind support, and
that connectivity is required up to only the first 200 feet from the provider's cable or
video transmission system; and
WHEREAS, subject to specified conditions, including that any other provider has
been granted a state certificate of service in all or any part of the incumbent provider's
"relevant service area," this proposed Bill authorizes the incumbent provider to
unilaterally terminate its existing local cable franchise and/or local video franchise,
which Bill provisions appear to impair obligations of contracts in violation of Florida's
Constitution and the Constitution of the United States because this act unreasonably
intrudes into the franchise agreements to a degree greater than is necessary to achieve
the act's stated purposes, and, although the Bill requires the incumbent service provider
to notify the affected municipality or affected county of its intent to acquire a state
certificate of service, which certificate, when issued by the state, automatically
terminates the local franchise; also the proposed Bill is silent whether local governments
have any legal standing to contest such applications; and
WHEREAS, this proposed Bill authorizes each non-incumbent cable franchisee,
and/or non-incumbent video franchisee to unilaterally terminate its existing local cable
franchise and/or video franchise provided the non-incumbent provider provides cable
service or video service to less than specified percentages of the total cable and video
service subscribers in the particular franchise area, which provisions appear to impair
obligations of contracts in violation of Florida's Constitution and the Constitution of the
United States because this act unreasonably intrudes into the franchise agreements to
a degree greater than is necessary to achieve the act's stated purposes; and
WHEREAS, this proposed Bill will cause municipalities and counties to lose at
least $20 million in in-kind contributions from existing service providers; and
WHEREAS, service providers that have been issued a state certificate of service
may apply to the Florida Department of State for cable and/or video franchises that
have smaller geographic areas then the geographic area(s) specified in existing local
franchises, and the service provider may thereafter apply to enlarge the state
certificated service area without even notifying the municipality or county; and
WHEREAS, this proposed Bill authorizes all holders of state certificates of
service to transfer to any successor in interest regarding the entity to which the state
certificate of service was initially issued (without any required analysis by the Florida
Department of State regarding the assignee's apparent ability to properly operate the
system); also, although one subsection in this proposed Bill requires that the applicant
for a transfer must notify the municipality or county within 14 business days following
completion of the respective transfer, another subsection in the proposed Bill reads"...
a municipality or county may require a certificate holder to provide notice of a transfer
within a reasonable time" - which appears to require such notice only after the
completed, state authorized, transfer; and
WHEREAS, this proposed Bill contains several problematic ambiguities and
omissions that can result in disputes and potential litigation; and
Page 2 of 4
Joo
4.
WHEREAS, other than Florida's Department of State filing cases in courts of law,
this proposed Bill is silent regarding that Department's authority to penalize or otherwise
mandate compliance with the Bill's provisions or with the Department's yet to be
adopted rules, or to penalize for violations of rules incorporated into this proposed Bill
by reference, and subsection 120.54(1)(e), F.S., provides that the Department of State,
among all other agencies, has no authority to establish penalties unless the Legislature,
when establishing a penalty, provides that the penalty applies to the agency's rules, but
this proposed Bill is silent regarding penalties; and
WHEREAS, this proposed Bill is silent regarding "standing" of individuals, other
service providers and all other entities, to participate regarding applications to the
Department of State or its other proceedings, including enforcement proceedings; and
WHEREAS, in 1988, Collier County enacted Collier County Ordinance No. 88-
90, to require Collier County issued cable television franchises prerequisites for to
installation, construction and operation of cable television systems in unincorporated
Collier County that use public rights of way; and
WHEREAS, pursuant to Ordinance No. 88-90, as amended, Collier County has
granted four (4) cable television franchises, three (3) of which are currently active and
mutually binding on each of the respective contracting parties; and
WHEREAS, current Florida law requires cable television operators to acquire
local cable franchise agreements from local governments before providing cable service
within the respective local government's jurisdictional area if the service provider
requires any use of the local government's jurisdictional public right-of way; and
WHEREAS, Collier County, through its cable TV franchising Ordinance, has
negotiated and obtained benefits that satisfy the cable television related needs of our
community, including broadcast of County Commission public meetings, services to
Collier County public schools and other governmental facilities, and other services that
support important educational and public interests; and
WHEREAS, it is in the best interests of customers of cable service providers in
Collier County, and throughout Florida, that local governments retain all of their
currently existing authority to require local franchises, and to grant term extensions to
now existing franchises; and
WHEREAS, the currently existing Florida general law that requires prospective
cable TV providers to acquire a local cable TV franchise is not an unreasonable burden
upon any such entities, and such local franchises are in the best interests of the local
government, the franchisee, and all of the franchisee's customers; and
WHEREAS, pursuant to this proposed Bill, all future cable and video franchising
would be accomplished by summarily issued Florida Department of State service
certificates, thereby repealing now existing obligations required by general law of
Florida (which are to be repealed by this proposed Bill), and which obligations variously
apply to the local franchising authority governments and to franchisees, all of which
obligations now exist to protect the franchising local government, the franchisee, and all
of the franchisee's customers, and
WHEREAS, the proposed statewide certificate of service process does not
obligate provision of cable service for any duration of time (the certificate of franchise
authority issued by Florida's Department of State may be terminated simply by the
service provider submitting notice of the termination to the state) nor require compliance
with customer service standards if any portion of the respective state issued certificate
holder's service area is serviced by any another service provider; and
WHEREAS, for each of the above reasons, the Board of County Commissioners
of Collier County, Florida, hereby expresses its strong opposition to proposed Florida
House Bill 529, and
Page 3 of 4
100
-
..;
WHEREAS, Collier County's Board of County Commissioners urges members of
the Florida legislature and Florida's Governor to oppose and defeat proposed Florida
House Bill 529; and
WHEREAS, the Board finds that is in the public interest, and is in the interests of
Florida consumers of cable services and/or video services, to forward a copy of this
Resolution to all members of Collier County's local Legislative Delegation, to Florida's
Governor, to the Florida Association of Counties and to the Florida League of Cities.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA, that:
1. The foregoing "WHEREAS" clauses are hereby incorporated herein as an
integral part of this Resolution.
2. The Board of County Commissioners of Collier County opposes proposed
Florida House Bill 529 (companion to Florida Senate Bill 0998) and any other
substantially similar Florida Legislation, and urges members of the Florida legislature to
oppose and defeat proposed House Bill 529/SB 0998 and any other substantially similar
Florida legislation.
3. Governor Crist veto the Bill if it is sent to him by the Legislature.
4. County Manager, Jim Mudd, is hereby directed to immediately distribute a
copy of this Resolution to all members of Collier County's local Legislative Delegation,
to Governor Charlie Crist, to the Florida Association of Counties and to the Florida
League of Cities.
5. This Resolution shall be effective upon adoption.
ADOPTED by the Board of County Commissioners of Collier County, Florida, this
;;2Jth day of fno.J'vlv ,2007.
A TTEST:u' r', .
DWIGHtc; BR0Qt<, Clerk
BOARD OF COUNTY COMMISSIONERS
OF COLLIER COUNTY, FLORIDA
BY:~ By:
Atte$t~f~~ 8l~~k
$ Igll4ture 'oAl".
Approved as to form and legal sufficiency:
By: -\ Dvv-... v~tc",,----------
Thomas C. Palmer,
Assistant County Attorney
&~41
MES COLETTA, Chairman
Page 4 of 4
Print on pink paper. Attach to original document. Original documcnts should ht;;: hand delivered to the Board Officc. The completed routing slip and original
documents are to be forwarded to the Board Office only after the Board has taken action 011 the item.)
ROUTING SLIP
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
14 A
Complete routing lines #1 through 1/4 as appropriate lor additional s~gnatures, dates, and/or information needed. If the document is already complete with the
exception of the Chainnan's signature, draw a line through routing Imcs # I thmu!!h #4, complete thc checklist. and fo!"',vard to Sue Filson (line #5)
Route to Addressee(s) Otlice Initials Date
(List in routing order)
I.
2.
3.
4.
5. Sue Filson, Executive Manager Board of County Commissioncrs
6. Minutes and Records Clerk of Court's Office
PRIMARY CONTACT INFORMATION
(The primary contact is the holder 01" the original document pt:nding BC'C approval. Nonnally the primary contact is the person who created/prepared the executive
summary. Primary contact information is needed in the <.:vcnt one orthe addressees above, induding Sue Filson, need to contact staff lor additional or missing
information. All original documents needing the BCC Chairman's signature are to he delivered to the BCe of/ice only after the BCe: has acted to approve the
Item)
Name of Primary Staff t-J\,/, " Phone Number
Contact 1-.' ) L 'W' ~ i
' ) ).; ,
Agenda Date Item was ." Agenda Item Number
Approveu by the BCC ::1-07 H A
Type llf Document 1\, :' wo7~/;;""" N umber of Original
Attached \..;\;,...... Documents Att;lched \
Initial thc Yes column or mark "N/A" in the Not Applicable column, whichever is Yes N/A(Not
appropriate. (Initial) Applicable)
I. Original document has been signed/initialed for legal sufficiency. (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed j
by the Office of the County Attorney. This includes signature pages from ordinances,
resolutions, etc. signed by the County Attorney's Office and signature pages fl"om
contracts, agreements, etc. that have been fully executed hy all parties except the BCC
Chairman and Clerk to the Board and possibly State Officials.)
2. All handwritten strike-through and revisions have been initialed by the County Attorney's .J
Orfice and all oth~r parties except the Bee Chairman and the Clerk to the Board
3. The Chairman's signature line date has been enten:J as the date ofBCC approval ofthl' J
document or the final negotiated contract date whichever is applicable.
4. "Sign here" tabs are placed on the appropriate pages indicating where the Chairman's J
signature and initials arc required.
5. In most cases (some contracts arc an exception), the original document and this routing slip
should be provided to Sue Filson in the Bee otlice within 24 hours of Gee approval.
Some documents are time sensitive and require forwarding to Tallahassee within a certain ..;
time frame or the Bee's actions are nLllli fled. Be aware of your deadlines!
(, The document was approved by the Bee on~~__(enter datt') and all changes N/A is not
made during the meeting have been incorporated in the attached document. The \.1 an option for
County Attornev's Office has review('d the chanees, if applicable. lint: 6.
lNSTlUJCTlONS & CHECKLIST
I: Furms/ (.'Ollllty Forms.,' Be(' hll"Tl1S/ Original DoculTH..:nts Routing Slip \VWS Uriginal (),03.(J4. Revised 126.05, Revised 2.14,()5
It';
4A
CRA RESOLUTION NO. 07- 72A
A RESOLUTION OF THE COMMUNITY REDEVELOPMENT
AGENCY OF COLLIER COUNTY, FLORIDA, AMENDING CRA
RESOLUTION NO. 2001-98 AS IT RELATES TO THE BYLAWS
OF THE COMMUNITY REDEVELOPMENT AGENCY.
WHEREAS, on March 27, 2001, the Collier County Community Redevelopment
Agency (CRA) approved CRA Resolution 2001-98 which adopted bylaws for the CRA and its
advisory boards; and
WHEREAS, the CRA wishes to amend Section I a) of Article V of its bylaws as it
relates to its annual meeting, and has determined that all requirements necessary to amend this
bylaw have been met.
NOW, THEREFORE, BE IT RESOLVED BY THE COMMUNITY
REDEVELOPMENT AGENCY OF COLLIER COUNTY, FLORIDA, that
I. The Bylaws of the Community Redevelopment Agency of Collier County, Florida, are
amended as follows:
ARTICLE V. MEETINGS
SECTION I. Meetings: The Board shall schedule meetings as needed to carry out its
duties in accordance with these Bylaws and shall follow the procedures outlined in
Section 2-36 - 2-41 of the Code of Laws and Ordinance of Collier County unless
otherwise specified below.
a) Annual: An annual meeting of this Agency shall be held in the month of Jamlary
March of each year, and on the date and at the time and place to be determined by the
Board, if other than at a regular meeting.
2. Except as modified above, the Bylaws adopted through CRA Resolution No. 200]-98
shall remain in full force and effect.
t,^
This Resolution adopted after motion, second and majority vote, this ).1 day of
m,-,~c",
, 200?
i'; ') ~\r.f'
,':{:}' -~' ..... (
ATl'~S:T:" .
D\\tiG~1,e.BROCK, Cle k
,f ',", "', ,:.
COMMUNITY REDEVELOPMENT AGENCY
OF COLLIER COUNTY, FLORIDA
By: . ' . .
Attest ISto.Chalr;1l4fl
s 1 Qnaturl! on'j ~ "
Appr
and I
By ~d~
DON 'Pi. , H ~
ow
nt County Attorney
(\~yV\.t~ n,~ 1'1 A
<-, 11. ,0:
EXECUTIVE SUMMARY
Recommend the Board of County Commissioners (BCC) acting in the capacity of
the Collier County Community Redevelopment Agency (CRA) review and approve
the 2006 Annual Report of the CRA, required by Florida Statute 163.356(3)(c),
direct the County Manager or his designee to file the Annual Report with the Clerk
of Courts and publish notice of the filing, and approve a Resolution to modify the
CRA Bylaws, as provided for within Resolution 2001-98.
OBJECTIVE:
To have the BCC, acting in the capacity of the CRA, to review and approve the 2006
Annual Reports (Exhibit "A") of the CRA required by 163.356(3)(c), Florida Statutes, by
March 31; direct the County Manager or his designee to file the Annual Report with the
County Clerk and publish notice of the filing, and to approve a Resolution to modify the
CRA Bylaws, which require an annual meeting be held in January, to require the annual
meeting to be held in March to align with the Florida Statute fiscal annual report March
requirement.
CONSIDERATION:
The Collier County Community Redevelopment Agency (CRA) was established pursuant
to Resolution 2000-83 adopted on March 14, 2000 by the BCC pursuant to Part III,
Chapter 163, Florida Statutes. The area of operation of the CRA consists of the
Immokalee Community Redevelopment Area and the Bayshore/Gateway Community
Redevelopment Area. The purpose of the CRA is to undertake and implement
improvements as provided for in Florida Statutes and the adopted redevelopment plans.
163.356(3)(c), Florida Statutes require that on or before March 31 of each year, a report
of the CRA activities for the preceding fiscal year be filed with the governing body
Attached are the 2006 individual budgets for the lmmokalee CRA and the
Bayshore/Gateway CRA (Exhibit "B" and Exhibit "C"), as well as the 2006 annual report
which describes the activities of each CRA during the reporting period. Please note that a
complete audit of the 2006 CRA financials was performed along with an overall audit of
Collier County, pursuant to Florida Statute Sec. 163.387(8). and is not a part of this
report .
In addition to the review of the annual report, the executive summary is seeking to
modify the bylaws which govern the purpose and requirements of the CRA Direction to
modify the bylaws as described was provided by the Board during the January 23, 2007,
public hearing. Within Resolution 2001-89, the CRA is required to hold an annual
meeting in January of each year The resolution is absent of specifics on subject matter of
the required meeting, but has been utilized in the past by the CRA to appoint or reaffirm
the Chair and Vice-Chair for the CRA The timing of the requirement for filing the
annual report in March by l63.356(3)(c) Florida Statutes, and the local requirement of the
annual meeting in January by Resolution 2001-98 provides for an inefficiency within the
process. This executive summary is proposing to modify the bylaws to require the annual
meeting in March. The bylaws within Article IX Amendments allow for the bylaws to be
14 A
amended at any duly constituted meeting of the CRA by an affirmative vote by the
majority of the CRA members present. The only change in the CRA Bylaws associated
with Resolution 2001-98 is for the requirement of the annual meeting to be held in March
and not January as currently required. All other bylaws relating to the CRA have been
left in tact.
FISCAL IMPACT:
None. The express purpose of this action is to direct the filing of the 2006 Annual Report
with the Collier County Clerk of Courts and publication of the filing.
GROWTH MANAGEMENT IMPACT:
None
LEGAL CONSIDERATIONS:
This item has been reviewed and approved by the Office of the County Attorney.
RECOMMENDATION:
That the Board of County Commissioners (BCC) acting in the capacity of the Collier
County Community Redevelopment Agency (CRA) review and approve the 2006 Annual
Report required by 163.356(3)(c), Florida Statute and direct the County Manager or his
designee to file the 2006 annual report with the Clerk of Courts and publish notice of the
filing and review and approve a Resolution to modify the CRA Bylaws, to change the
annul meeting requirement from January to March.
Prepared by: Mike Bosi, AICP, Community Planning and Redevelopment Manager,
Comprehensive Planning Department
Exhibit "An
14 A
COLLIER COUNTY CRA 2006 ANNUAL REPORT
(Bayshore/Gateway Triangle and the Immokalee
Redevelopment Areas)
1. Business firms and individuals assisted by the community-based
development organization:
A. Immokalee Redevelopment Area
Residential Impact Fee Deferral Program
Ricardo Frias
Marco Paredes
Claudio Ortega
Armando Escobedo
Felicia Jackson
Joe Ramirez
Agnes Mendoza
Leticia De Leon
Joel Delgado
Linda Reyes
Diego Perez
Anne Esterlin
Oton Estrada
Pastor Mendoza
Bulmaro Hernandez
Simon Conde
Elizabeth Munoz
Alejandrino Guzman
Tax Stimulus Program
None
Fee Payment Assistance Program
Guadalupe Center
Training and Manufacturing Institute
Advanced Medical, LLC
B. Bayshore/Gateway Triangle Redevelopment Area
Site Improvement Grant Proiects are matching proiects and have 12 months to complete
work
GRANT Project Project
No. NAME GRANT Cost Cost ADDRESS TYPE
Amount Estimate Actual
SIG
01/2006 Kevin Seig $8,00000 $ 22,405.00 $ 21,33690 Lakeview Residential
SIG
02/2006 Peter Canalia $8,00000 $104,040.00 Bayshore Commercial
SIG
03/2006 Sal Palumbo $8,000.00 $ 27,650.00 $16,500.00 Shadow lawn Commercial
SIG Jim King $8,000.00 $ 20,700.00 $ 18,58000 Captains Residential
Exhibit "A" 14 A
04/2006 Cove
SIG
OS/2006 Fil Mastrocola $8,000.00 $ 22,472.02 $ 25.215.84 Terrace Commercial
SIG
06/2006 Ozlyn Gardens $8,000.00 $ 37,420.00 $ 31,999.96 Arbutus Residential
SIG
07/2006 Don Sheehan $8,00000 $ 24,57100 $23,03090 Manorca Residential
SIG
08/2006 Don Craig $8,00000 $ 24,250.00 $ 24,25000 Sabal Court Residential
SIG
09/2006 Alan Crum $8,000.00 $ 27,300.00 Weeks Residential
SIG
10/2006 Lula Springer $1,375.00 $ 2,750.00 $ 3,333.49 Weeks Residential
SIG Edward
11/2006 Richard $8,00000 $ 19,02800 Poplar Residential
SIG Murphy Bed Airport-
12/2006 Center $8,00000 $259,02800 $185,500.00 Pulling Commercial
SIG
13/2006 Cloe Waterfield $8,000.00 $ 25,255.00 Lake Residential
SIG
14/2006 Irmgard Powers $1,505.00 $ 3,010.00 $ 3,973.00 Lakeview Residential
Obligated $98,88000 $619,87902 $353,720.09
Funding ($100,000)
Remaining ($1,120.00)
Impact Fee Assistance Project
None
2. Type, source, purpose, and amount of each individual grant, loan, or
donation received by the community-based development organization
during the reporting period.
A. lmmokalee Redevelopment Area
None.
B. Bayshore/Gateway Triangle Redevelooment Area
Bayshore Gateway Triangle Redevelopment Area received $40,950.00 in private
donations ($450 per lot - cash) by citizens that own property on three dirt roads as their
contribution to a CRA funded road paving project. The project was three Y. mile dirt
2
Exhibit" A"
roads to be paved with a new paving product called flex-pave. The project's total cost 14 A
was $71,203.00. Property owner making donations are:
NAME STREET LOT # FOLIO # PAID
The Kalines Andrews Ave 55 48782040007 $450
R&T
McDonald Andrews Ave 56 48782080009 $450
Andre Jean Andrews Ave 57 48782120008 $450
Michael Tomany Andrews Ave 58 48782160000 $450
Michael Tomany Andrews Ave 59 48782200009 $450
Michael Tomany Andrews Ave 63 48782320002 $450
Michael Tomany Andrews Ave 64 48782360004 $450
Abel Ramierez Andrews Ave 65/66 48782400003 $450
Ed & Liza Hogan Andrews Ave 67/68 48781440006 $900
P. & D. Pierce Andrews Ave 69/70 48781360005 $900
Alan Wensierski Andrews Ave 71 48782640009 $450
Alan Wensierski Andrews Ave 72 48782680001 $450
R & M.Cortada Andrews Ave 73 48782720000 $450
R & M Cortada Andrews Ave 74 48782760002 $450
Edward Hill Andrews Ave 75/76 48782800001 $900
Brian Jones Andrews Ave 77 48782840003 $450
Charlotte Kerin Andrews Ave 78 48782880005 $450
S. MacClugage Andrews Ave 79 48782920004 $450
Alisha Cage Andrews Ave 80 48782960006 $450
Golda Rainbolt Andrews Ave 81 48783000004 $450
PT Sunny Andrews Ave 82/83 48783040006 $900
Alberto Sarabasa Andrews Ave 84 48783080008 $450
D. Ysme Adeka Andrews Ave 85 48783120007 $450
R & MCortada Andrews Ave 87 48783200008 $450
Roger Combs Andrews Ave 88 48783240000 $450
Rogelio Galindo Andrews Ave 89/90 48783280002 $900
Socorro
Whiteway Andrews Ave 93 48783400002 $450
Socorro
Whiteway Andrews Ave 94 48783440004 $450
David Beatty Andrews Ave 97 48783560007 $450
Alisha Cage Andrews Ave 99 48783640008 $450
Alisha Cage Andrews Ave 100 48783680000 $450
Maria Jost Andrews Ave 102 48783760001 $450
Alberto Estrada Andrews Ave 103 48783800000 $450
NAME STREET LOT # FOLIO #
Woodside
Michael Rice Ave 107 48783960005 $450
Woodside
Michael Rice Ave 108 48784000003 $450
3
Exhibit "A" 14 A
Woodside
N. & C Neal Ave 109 48784040005 $450
Woodside
N. & C Neal Ave 110 48784080007 $450
Woodside
George Conley Ave 114 48784200007 $450
Woodside
Richard Licare Ave 120 48784320000 $450
L. Altaatz/E Woodside
Pierce Ave 123 48784480005 $450
Woodside
Richard Staley Ave 124 48784520004 $450
Woodside
John Fillmore Ave 127 48784640007 $450
Woodside
Scott Reese Ave 128 48784680009 $450
Woodside
Paul Martin Ave 131 48784800009 $450
Woodside
Francisco Galindo Ave 133 48784880003 $450
Woodside
Francisco Galindo Ave 134 48784920002 $450
Woodside
Casey & Turville Ave 135 48784960004 $450
Woodside
Don & E. Blum Ave 136 48785000002 $450
Woodside
Don & E. Blum Ave 137 48785040004 $450
Woodside
Don & E. Blum Ave 138 48785080006 $450
Woodside
Don & E. Blum Ave 139 48785120005 $450
Woodside
R. Poundsberry Ave 141 48785200006 $450
Woodside
Alfred Fisikelli Ave 142 48785240008 $450
Woodside
Alfred Fisikelli Ave 143 48785280000 $450
Woodside
Mark Owens Ave 144 48785320009 $450
Woodside
Michael Tomany Ave 145 4878536000] $450
Woodside
P. & A Pierce Ave 153/154 48785640006 $900
Woodside
Ernest Belizaire Ave 155 48785680008 $450
4
Exhibit" A" 14A
NAME STREET LOT # FOLIO #
Pine Tree
Vanessa Uzupes Drive 5 48780160002 $450
Pine Tree
Ed Thomas Drive 6 48780200001 $450
Pine Tree
Keith Whipple Drive 7 48780240003 $450
Pine Tree
Linzel Jeffrey Drive 17 48780640001 $450
Marcille Pine Tree
Reinbergs Drive 18 48780680003 $450
Pine Tree
Alan Wensierski Drive 19 48780720002 $450
Pine Tree
Alan Wensierski Drive 20 48780760004 $450
Pine Tree
Alan Wensierski Drive 21 48780800003 $450
Pine Tree
Alan Wensierski Drive 22 48780840005 $450
Pine Tree
Alan Wensierski Drive 23 48780880007 $450
Pine Tree
Alan Wensierski Drive 24 48780920006 $450
Pine Tree
P & D. Pierce Drive 25 48780960008 $450
Pine Tree
P & D. Pierce Drive 26 48781000006 $450
Pine Tree
J & J Horn Drive 27/28 48781040008 $900
Pine Tree
John Horn Drive 29 48781080000 $450
Pine Tree
Alan Wensierski Drive 30 48781120009 $450
Pine Tree
P. & D. Pierce Drive 35/36 48781360005 $900
Pine Tree
Ed & Liza Hogan Drive 37/38 48781440006 $900
Pine Tree
D. & B. Heuss Drive 42 48781600008 $450
Pine Tree
PT Sunny Drive 43 48781640000 $450
Pine Tree
lain Beaton Drive 44 48781680002 $450
Pine Tree
lain Beaton Drive 45 48781720001 $450
5
Exhibit" A"
14 ..~
Robert Rahal
Pine Tree
Drive
Pine Tree
Drive
46
48781760003 $450
Bryan Rahal
47
48781780009 $450
$40,950
3. Number of paid and voluntary positions within the community-based
development organization.
A. Immokalee Redevelopment Area
. (I) paid County staff liaison and (13) advisory board volunteers
B. SayshorelGateway Triangle Redevelopment Area
. (1) paid Executive Director, and (9) advisory board volunteers
4. Salaries and administrative and operating expenses of the
community-based development organization.
Please see attached spreadsheets.
5. Identification and explanation of changes in the boundaries of the
target area.
A. Immokalee Redevelopment Area
The boundaries of the Immokalee community redevelopment area have not changed since
2004, when the boundaries were expanded to include areas adjacent to it, finding that
conditions there met the statutory criteria for blight.
B. Bayshore/Gateway Triangle Redevelooment Area
None.
6. Amount of earned income from projects, programs, and development
activities.
A. Immokalee Redevelooment Area
None.
B. Bavshore/Gateway Triangle Redevelopment Area
None.
6
Exhibit "A"
14 A
7. Number and description of projects in redevelopment phase, projects
under construction, ongoing service programs, construction projects
completed, and projects at sellout or lease-up and property
management phase, and a written explanation of the reasons that
caused any projects not be completed for the projected development
phase.
A. lmmokalee Redevelopment Area
The lmmokalee Redevelopment Advisory Board's current major activities to improve the
lmmokalee Redevelopment Area include:
· Updating the lmmokalee Area Master Plan (lAMP) through a collaborative effort
involving the Immokalee Master Plan Visioning Committee, the public, the
lmmokalee community and the RMPK Group
. Updating of the local development lmmokalee Overlay Zoning District through a
collaborative effort involving the lmmokalee Master Plan Visioning Committee,
the public. the lmmokalee community and the RMPK Group. Completion of this
code amendment is expected in 2008. The new regulations will act as a
redevelopment "tool" to provide zoning flexibility where the underlying zoning
regulations are more restrictive to facilitate quality development and
redevelopment.
. Initiated efforts to refurbish the State Farmers' Market by working with the State
Department of Agriculture and Consumer Services with completion of work
expected in 2007 or 2008
· Completion of the 3-Year Impact Fee Deferral Program on November 18,2006,
with funding through the lmmokalee Redevelopment Fund which assisted more
than 130 low and moderate income homeowners
· Recommendation to fund the construction of lOth Street using a variety of funding
sources, including some Redevelopment Area funds
· Support the FSU Medical Center Project on which the Board was advised In
September, 2006, could become reality in 2008
· Arrowhead mixed-use residential development (600 + units complete or under
construction)
· Supported efforts to consolidate one stop center next to the proposed new career
center on a central campus site opposite the high school
7
Exhibit "An
14 A
. Completion of30,000 Sq Ft 10-unit building for small business incubators
B. Bayshore/Gateway Triangle Redevelopment Area
. Ongoing service programs include the Site Improvement Grant Program for
residential and commercial property. FY06 $100,000 budgeted for up to $8,000
matching grants. In FY06 fourteen (14) grants awarded ($98,88000) with a total
estimated private investment of$342,90I.93. (See paragraph I above).
. The Bayshore Gateway Triangle CRA successfully contracted for and paved six
(6) residential dirt roads At project completion, all roads and streets within the
CRA are paved
o The owners of three privately owned roads (not accepted by the county)
made private contributions towards the project. Project cost: $71.203.00
See paragraph 2 above for details.
o Three (3) other county maintained dirt roads (Catherine Avenue, Lee
Street, and Manorca Avenue) were also paved solely with CRA funds.
Project cost: $30,190.00.
. Bayshore/Gateway Triangle zoning overlays (Bayshore Mixed Use Development
and Gateway Mixed Use Development) were approved by the Board of County
Commissioners (BCC) in March 2006. The $325,000 planning project was
completed by the consulting firm HDR, Inc.
. The CRA partnered with the local Beautification MSTU Board to develop a
residential streetscape workbook to assist neighborhood residents with the design
of street improvements. Project cost: $29,000.00. The planning project was
completed by the consulting firm A. Gail Boorman & Associates, Inc.
. The CRA completed two updates to the CRA's 2004 Market Study. The project
was completed by the consulting firm Real Estate Research Consultants:
o Update to the projected Tax Increment Financing (TIF) revenues expected
over the next 20 years. Project cost: $3,000.00
o Update to the Residential Market Study to determine the trends in
residential development, redevelopment and to analyze the potential for
CRA residential infill projects. Project cost: $17,50000
. Engineering of Davis Boulevard transportation safety street lighting project
continued with 90% of the design plans being completed. Project is expected to be
bid in the spring 2007 after final approval from FOOT is received. The project
estimated cost: $UM - 1.5M (county cost - with $635.000 FOOT grant awarded
8
Exhibit "A"
14 h
in 2004) with the CRA contributing $150,000 towards the upgrade of the 88 light
poles from standard FDOT spun aluminum to designer sheppard's hook style.
. The CRA commissioned the Bayshore-Shadowlawn Transportation Corridor
Study in conjunction with the Collier County Transportation Division. The study
is to determine public infrastructure improvements to this corridor and make
recommendations to the CRA and Transportation Division to correct deficiencies
and increase public safety. This project is identified in the CRA Master Plan.
Project cost: $114,000 ($54,000 CRA contribution) Project completion date is
January 2007. The project was awarded to by the consulting firm Carter &
Burgess, Inc.
. The CRA recommended approval of its first Mixed Use Project, Arboretum
Village, which complied with the Bayshore Mixed Use Overlay. This 415
residential and 140,000 square feet commercial project will be a redevelopment of
a 200 unit, 20 year old apartment complex that doesn't meet current building
codes. The project planner, Planning Development Inc., will deliver its Site
Development Plan to the County in March 2007 for approval.
. A private enterprise venture, Botanical Place - a planned unit development, a 218
unit (including 46 affordable housing units) received its final Certificate of
Occupancy.
. A private enterprise venture, Cirrus Pointe - a planned unit development (PUD), a
108 unit (including 34 affordable housing units) received its POO approval and
plans to complete its SOP in early 2007.
. A 501(c)(3) venture, Naples Botanical Gardens, received a $JOM donation from a
local benefactor to assist funding the botanical garden's site development plan.
The CRA is working with the Gardens to install perimeter sidewalks in the right-
of-way.
. The CRA acquired a $7M Line of Credit from Wachovia Bank to conduct
property acquisitions that support the Redevelopment Master Plan as identified as
area catalyst projects.
. The CRA purchased 17 acres of undeveloped land identified in the CRA Master
Plan for $4.6M to plan a mixed use entertainment center project that will include
a mix of housing (including artist lofts), commercial space (that supports public
activities and cultural activities), a public access pathway through the land to a
county regional park, and a multi-use cultural center to support the underserved
local community. The CRA will advertise a Request for Proposals (RFP) for
design build teams in early 2007.
. The CRA has worked closely with County Stormwater Department to survey an
area prone to flooding and design a storm water retention pond system to meet
9
Exhibit "A"
14 A
quality and quantity requirements. The CRA's participation facilitated the
planning and design of a community walking/jogging path around the pond's
perimeter to add a community asset to the site
. The CRA contributed $529,000 from CRA reserves to purchase J .48 acres of
additional land for future pond expansion. The additional land will give the eRA
stormwater credits to use as an incentive to encourage future redevelopment in the
area.
8. Impact of the projects, as a result of receiving funding under the
CRA Act, on residents in the target area and the relationship of this
impact to expected outcomes listed in the organization's annual
revitalization plan.
A. Immokalee Redevelopment Area
The lmmokalee Weed and Seed program has substantially benefited residents in the
target area - while concurrently aligning itself with the redevelopment plan.
In accordance with Section 4.4 of the plan (Community Objectives), the enhancement of
the community image and the perception of the community as a safe town are
emphasized in the area in order to "increase community policing activities; maximize
current recreational activities; create an incentive program for litter control and
neighborhood cleaning."
Also, under Section 4.7 (Redevelopment Area Goals), "neighborhood stability is
encouraged through the implementation of additional streetlights, sidewalks, and the
landscaping throughout the community."
B. Bayshore/Gateway Triangle Redevelopment Area.
Each project's impact has an ongoing affect as residents discover new amenities or get to
use improved infrastructure. Indirect monetary affects are realized by the CRA as CRA
TIF continues to increase each year, thus providing more revenues to reinvest in CRA
Redevelopment Master Plan projects.
. The Site Improvement Grants resulted in the approval of 14 projects and a 3: 1
private to public dollar match
. The Bayshore & Gateway Triangle Zoning Overlays have encouraged one mixed
use project and energized property owners to consider redevelopment of their
property.
10
Exhibit "A"
1, ,~
. )'. "
-r l't
· The CRA's sponsorship and project management of the residential road paving
has increased the quality of life for those with houses on these streets, and
property values have also increased as a result of the paved street.
· Property owners (residential and commercial) understand the lengthy time
involved in designing and permitting an area-wide stormwater project. Even
though construction has not begun, the land owners know it is coming in the near
future.
. The Davis Blvd commercial corridor businesses have requested transportation
lighting on their section of a 6-laned divided arterial road for years. They
appreciate that funding has been secured to construct the project.
· Bayshore-Shadowlawn Corridor Study has identified pedestrian and cyclist
improvements at key locations nears local churches and elementary schools.
Heavy public participation in the planning process ensured the public's buy-in to
the results and recommendations of the final report.
. Two residential condo projects with affordable housing components will provide
residential units across the entire residential market spectrum; thus building a
truly mixed income neighborhood
Once the CRA's ] 7 acre project is planned and constructed, the local populace will have
pedestrian access to a regional park and be provided access to cultural and artistic venues.
9. The number of housing units rehabilitated or constructed at various
stages of development, predevelopment phase, construction phase,
completion and sellout or lease-up phase, and condominium or property
management phase by the community-based development organization
during the reporting period.
A. Jmmokalee Redevelopment Area
The redevelopment area does not operate a housing rehabilitation program.
However, the lmmokalee area did successfully operate a 3-year LMI housing impact fee
deferral program (which sunset in November 2006) and which helped over 100 low and
moderate income families and involved more than $1,000,000 in deferrals.
B. BayshorelGateway Triangle Redevelopment Area
The Bayshore Gateway Triangle CRA did not have a housing purchase-rehabilitation-sale
program in FY06; however that program is being developed for inception in FY07.
Private residential development (Botanical Place) with 28] units with 64 affordable
11
Exhibit" An
1.... ,
"-i.
,
housing units included has received its certificate of occupancy. Cirrus Pointe and
Arboretum Village are in the site development plan stage in FY07.
10. Number of housing units, number of projects, and number of
persons served by prior projects developed by the organization, the
amounts of project financing leverage with state funds for each prior
and current project, and the incremental amounts of local and state real
estate tax and sales tax revenue generated directly by the projects and
programs annually.
A. Immokalee Redevelopment Area
Tax increments will not be known until the next property tax year, as counties tax one
year in arrears, per state law. However, FY 05-06 increments totaled $491,400 and are
budgeted at $803,800 for the current fiscal year ending on September 30th. 2007
The recipients' properties listed above will be analyzed in the next fiscal year for property
tax increases.
B. Bayshore/Gateway Triangle Redevelooment Area
. There were no CRA generated, funded and controlled housing projects during this
period.
. The Davis Blvd FOOT lighting project received $635,000 in a FOOT grant in
2004. That grant will be matched by county transportation funds and CRA
matching funds to upscale the light poles.
· Local real estate tax (county property tax) collected above the base year 2000 has
continued to increase as property values increase and as property changes hands
thus tripping the County Tax Assessor's re-evaluation of the land/property.
. This portion of the CRA has witnessed a doubling of real estate taxable values
between 2000 and 2005 (taxes are paid in arrears)
o Year Taxable Value TlF
o 1999 $288,081,106 ZERO
o 2006 $752,488.224 $1,940,383
11. The number of jobs, both permanent and temporary, received by
individuals who were directly assisted by the community-based
development organization through assistance to the businesses such as
loan or other credit assistance.
A. lmmokalee Redevelopment Area
12
Exhibit" A"
'1' ,
i 1
.; ",-,:"
N/A
B. Bayshore/Gateway Triangle Redevelopment Area
N/A
12. Identification and explanation of changes in the boundaries of the
service area.
A. lmmokalee Redevelooment Area
As previously stated, there have been no changes to the boundaries of the lmmokalee
Redevelopment Agency
B. Bayshore/Gateway Triangle Redevelooment Area
None,
13. The impact of completed projects on residents in the target area
and the relationship of this impact to expected outcomes listed in the
organization's annual revitalization plan.
A. Immokalee Redevelopment ,Area
There have been no completed projects during FY 05-06,
B. Bayshore/Gateway Triangle Redevelopment Area
Each project's impact has an ongoing affect as residents discover new amenities or get to
use improved infrastructure, Indirect monetary atl'ects are realized by the CRA as eRA
TlF continues to increase each year. thus providing more revenues to reinvest in CRA
Redevelopment Master Plan projects,
13
1
IT
,
Ps
Bayshore Gateway Triangle CRA
Title
REGULAR SALARIES
ER 457
OTHER SALARIES
OVERTIME
TERMINATION PAY
RESERVE FOR SALARY ADJUSTMENT
SOCiAl SECURI1Y MATCHING
RETIREMENT - REGULAR
HEALTH INSURANCE
LIFE INSURANCE
WORKER'S COMPENSATION - REGULAR
Total Persona' Servlc:es
OTHER CONTRACTUAL SERVICES
IT Direct Client Services
INDIRECT COST REIMBURSEMENT
INTERDEPARTMENT PAYMENT FIR SERVlC
TEMPORARY LABOR
MILEAGE RE-IMBURSEMENT
TRAVEL - PROFESSIONAL
TRAVEL-REGULAR
TELEPHONE BASE COST
CELLULAR TELEPHONE
TELEPHONE SYSTEM SUPPORT
POSTAGE FREIGHT UPS
ELECTRICI1Y
WATER & SEWER
RENT BUILDINGS
INSURANCE GENERAL
OFFICE EQUIPMENT RM
DATA PROCESSING EQUIP.
PRINTING AND/OR BINDING
Marketing and Promotions
LEGAl ADVERTISING
OFFICE SUPPLIES GENERAL
COPYING CHARGES
MINOR OFFICE EQUIPMENT
MINOR DATA PROCESSING
COMPUTERSOFrwARE
OTHER OPERATING SUPPLIES
TRAFFIC SIGNS
DUES AND MEMBERSHIP
OTHER TRAINING EDUCA
PA'tMENT IN LIEU OF IMPACT FI!H
RIt~... RaN
Total Operating Expenses
IMPROVEMENTS GENERAL
AGOptea
Budget
FY 05-G6
160,300
1,500
o
o
o
4,800
12,500
15,600
29,100
900
100
224,800
250,000
o
3,100
1,000
7,200
1,000
6,000
2,000
o
1,000
4,200
1,000
3,800
1,000
12,500
900
500
500
2,000
1,000
4,000
2,000
2,000
1,000
1,000
4,000
1,000
1.200
2,500
o
100,000
417,400
o
Exbibit "C"
Bayshore Gateway Triangle CRA
I. I\;
'414
land Capital
LIGHTING POLES
LANDSCAPING
OFFICE EQUIPMENT
DATA PROCESSING EQUIPMENT
Total Capital Expenses
150,000
20.000
5,000
7,000
182,000
182,000
Cost Center Total
RESERVE FOR CONTINGENCIES
RESERVE FOR CAPITAL OUTLAY
Total
o
1"'1.4OI)l.
1.841,400
Transfer to Fund 112
Transfer to Stonnwater Fund325
Transfer to Debt Fund 287
Transfer MSTD General Fund
Total Interfund Transfers
o
o
o
Total Expenses
(2,023,400)
500
5.000
o
5,500
INTEREST - sBA
INVESTMENT INTEREST
MARKET ADJUSTMENT
Total Operating Revenue
CARRYFORWARD-GENERAL
CARRYFORWARD-ENCUMBERANCES
Loan Proceeds
REVENUE RESERVE (OPERATING ONLY)
TotBl~rRevenue
1,461,400
o
300
1.461,700
TRANSFER FROM GENERAL FUND
TRANSFER FROM UNINC AREA MSTD GENI
Total ~r Revenue
992,400
206,600
1.199,000
Total Revenues
2,868,200
Annual Revenues - Annual Expenses
842,800
Exhibit "C"
14 !~
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ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO
Print on pink paperTA~ ~~~~c~~~~~~:~~~~~?e~~~ t~~!r~~~c~~~co~~~~~~n~and Origj14 B
documents are to be forwarded to the Board Office only after the Board has taken action Oll the item.)
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Complete routing lines #1 through #4 as appropriate for additional signatures, dates. andlor information needed. If the document is already complete with the
exception of the Chairman's si2l1atur~ draw a line througb roum lines #1 throu2h #4, coroo1ete the checklist, and forward to Sue Filson (line #5).
Route to Addressee(s) Office Initials Date
(List in routing order)
1.
2.
3.
4.
5. Sue Filson, Executive Manager Board of County Commissioners
6. Minutes and Records Clerk of Court's Office
PLy AC;~ e_~ rueN C-nE dR' to Ii" frt.. Kt~ ~ I (, (l YY1 f.'l-r TO HCiol frSHffir'-.J
PRIMARY CONTACT INFORMATION x'lliDO
(!'he primary contact is the holder of the original document pending Bee approval. Normally the primary contact is the person who created/prepared the execu~'ve
swwnary. Primary contact information is needed in the event one of the addressees above, including Sue Filson, need to contact staff for additional or missing
~nformation. All original documents needing the Bee Chainnan's signature are to be delivered to the Bee office only after the BeC has acted to approve the 0 I.l b H
'tern. .-rH e ,
Name of Primary Staff . .t J L-r Phone Number l'U3--/I,5" 01;.ID'."1
Contact Q V ( 0.. a CA ~ 0/1 LP -/ y>,..rfOi-
Agenda Date Item was ((l..A ;t:;Ic,Yl lYe, ON 3 2~". Agenda Item Number fl --.:\1./ /
A rovedb theBCC LL ..J..l-<, fOe. 01'> 31 ~flo (L A D
Type of Document Number of Original 'l, Y 0
Attached Documents Attached Ol.
1.
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Initial the Yes column or mark "N/A" in the Not Applicable column, whichever is
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A lieable)
2.
3.
4.
5.
6.
v
/
v
I: Forms! County FormsJ BCe Forms! Original Documents Routing Slip WWS Original 9.03.04. Revised 1.26.05, Revised 2.24.05
PLtl\~t- e'i: 1Uef\J CY1/;'- OtLibJr-.JfrL A~SlbN,rn b1-r TO HE i6"
M rl1lJ{\J
148
I
I
ASSIGNMENT OF CONTRACT
This Assignment of Contract is made and entered into thisJ1\:!ay of l1I"ycl-> , 2007, by and
between LEO J. SALVATORI, INDIVIDUALLY AND AS TRUSTEE, hereinafter referred to as
"Assignor"; in favor of COLLIER COUNTY COMMUNITY REDEVELOPMENT AGENCY,
(hereinafter referred to as "Assignee").
For and in consideration of the sum of $10.00 and other good and valuable consideration,
the receipt of which is hereby acknowledged, Assignor does hereby assign unto Assignee all of its
right, title and interest in and to that certain Commercial Contract dated January 31, 2007, by and
between Leo J. Salvatori, Trustee, as Buyer; and Fifth Avenue Plaza, LLC, as Seller, a true and
correct copy of which Commercial Contract is attached hereto as Exhibit "A" and incorporated herein
by virtue of this reference. Assignor also assigns to Assignee all right, title and interest (if any) in the
earnest money deposit made by Assignor to the Seller pursuant to the terms of the Commercial
Contract (Exhibit "A").
By execution hereof, Assignee does hereby agree to be bound by the terms and provisions
of said Commercial Contract.
IN WITNESS WHEREOF, the undersigned has set its hand and seal the date and year first
written above.
Signed, sealed and delivered in
the presence of:
!
ASSIGNOR: I
L/~
Witness No. 1 Signature
Leo J. Salyatori, Individually and as
Tri'J,stee/
"'-_/
Witness NO.2 Signature
Witness NO.1 Signature
ASSIGNEE:
COLLIER COUNTY COMMUNITY
RED LOPMEN~~GENCY
~if~
By:
Witness NO.2 Signature
Agenda
Date
-1+E>
3jk1/t27
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, as
item #
Prolaw:67746.2
~prT' I. ""e: r"- 'i\::ai Ilufflclency
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Commercial Contract
FLORI DA ASSOCIATION OF REAL TORS@
148
1" 1. PURCHASE AND SALE: Leo J. Salvatori, as Trustee, or assiqns
("Buyer")
("Seller")
2" agrees to buy and Fifth Avenue Plaza, LLC, a Florida limi tad liabili tv company
3" agrees to sell the Property described as: Street Address: 1807 Tamiami Trail East
4" Naples, FL 34112
5" Legal Description: See Exhibit "A" attached hereto and made a part hereof
6"
7" and the following Personal Property:
8'
9 (all collectively referred to as the "Property") on the terms and conditions set forth below. The "Effective Date" of this Contract is
10 the date on which the last of the Parties signs the latest offer. Time is of the essence in this Contract. Time periods of 5
11 days or less will be computed without including Saturday, Sunday, or nationai legal holidays and any time period ending on a
12 Saturday, Sunday or national legal holiday will be extended until 5:00 p.m. of the next business day.
13' 2. PURCHASE PRICE:
14" (a) Deposit held in escrow by
15' (b) Additional deposit to be made witlliR
Salvatori & Wood, P.L.
$
$
$
$
3,500,000.00
1,000.00
9,000.00
2
gays fro", ~ffe8tive Date
16' (cl Total mortgages (as referenced in Paragraph 3)
N/A
17" (d) Other: Addi tional deposit after expiration of Due Diliqence Period $
18" (e) Balance to close, subject to adjustments and prorations, to be made with cash, locally drawn $
19 certified or cashier's check or wire transfer.
90,000.00
3,400,000.00
20" 3. THIRD PARTY FINANCING: Within
days from Effective Date ("Application Period"), Buyer will. at Buyer's expense, apply for
21" third party financing in the amount of $
or
% or the purchase price to be amortized over a period of _
22' years and due in no less than
years and with a fixed interest rate not to exceed 0
% per year or variable interest rate not
23" to exceed 0
% at origination with a lifetime cap not to exceed
% from initial rate, with additional terms as follows:
24"
25 Buyer will pay for the mortgagee title insurance policy and for all loan expenses. Buyer will timely provide any and all credit,
26 empioyment, financial and other information reasonably required by any lender. Buyer will notify Seller immediately upon obtaining
27" financing or being rejected by a lender. If Buyer, after diligent effort, fails to obtain a written commitment within _ days from
28 Effective Date ("Financing Period"), Buyer may cancel the Contract by giving prompt notice to Seller and Buyer's deposit(s) will be
29 returned to Buyer in accordance with Paragraph 9.
3D" Buyer <---> <---> and Seller <---> <---> acknowledge receipt of a copy of this page, which is page 1 of 5 Pages.
CC-2 @1997 Florida Association of REAL TORS@ All Rights Reserved
LEO J SAL VATORl4001 TAMIAMITRN NAPLES, FL 34103
Phone: (239) 263 - 1484 Fax: (239) 649 - 1706 Trudy Smith
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31' 4. TITLE:
32' 0 other
33 but subject to property taxes for the year of
34' other matters to which title will be subject) None
35'
36 provided there exists at closing no violation of
37" commercial development
Seller has the legal capacity to and will convey marketable title to the Property by IXI statutory warranty deed
, free of liens, easements and encumbrances of record or known to Seller,
closing; covenants, restrictions and public utility easements of record; and (list any
the foregoing and none of them prevents Buyer's intended use of the Property as
38' (a) Evidence of Title: Seller will, at (check one) IXI Seller's 0 Buyer's expense and within ~ days IXI from Effective Date
39' 0 prior to Closing Date 0 from date Buyer meets or waives financing contingency in Paragraph 3, deliver to Buyer (check one)
40' IZI a title insurance commitment by a Florida licensed title insurer and, upon Buyer recording the deed, an owner's policy in
41 the amount of the purchase price for fee simple title subject only to exceptions stated above.
42' 0 an abstract of title, prepared or brought current by an existing abstract firm or certified as correct by an existing firm.
43 However, if such an abstract is not available to Seller, then a prior owner's title policy acceptable to the proposed insurer as
44 a base for reissuance of coverage. The prior policy will include copies of all policy exceptions and an update in a format
45 acceptable to Buyer from the policy effective date and certified to Buyer or Buyer's closing agent together with copies of all
46 documents recited in the prior policy and in the update.
47 (b) Title Examination: Buyer will, within 15 days from receipt of the evidence of title deliver written notice to Seller of title
48 defects. Title will be deemed acceptable to Buyer if (1) Buyer fails to deliver proper notice of defects or (2) Buyer delivers proper
49' written notice and Seller cures the defects within 30 days from receipt of the notice ("Curative Period"). If the defects are
50 cured within the Curative Period, closing will occur within 10 days from receipt by Buyer of notice of such curing. Seller may
51 elect not to cure defects if Seller reasonably believes any defect cannot be cured within the Curative Period. If the defects are
52 not cured within the Curative Period, Buyer will have 10 days from receipt of notice of Seller's inability to cure the defects to
53 elect whether to terminate this Contract or accept title subject to existing defects and close the transaction without reduction in
54 purchase price. The party who pays for the evidence of title will also pay related title service fees including title and abstract
55 charges and title examination.
56 (c) Survey: (check applicable provisions below)
57' IZI Seller will, within 5 days from Effective Date, deliver to Buyer copies of prior surveys, plans, specifications, and
58' engineering documents, if any, and the following documents relevant to this transaction: environmental assessments.
59* leases I anti tlement, correspondence w/qovernmental aqencies , prepared for Seller or in Seller's
60 possession, which show all currently existing structures.
61' IZI Buyer will, at 0 Seller's IZI Buyer's expense and within the lime period allowed to deliver and examine title evidence,
62 obtain a current certified survey of the Property from a registered surveyor. If the survey reveals encroachments on the
63' Property or that the improvements encroach on the lands of another, 0 Buyer will accept the Property with existing
64' encroachments IZI such encroachments will constitute a title defect to be cured within the Curative Period.
65 (d) Ingress or Egress: Seller warrants that the Property presently has ingress and egress.
66 (e) Possession: Seller will deliver possession and keys for all locks and alarms to Buyer at closing.
6?' 5. CLOSiNG DATE AND PROCEDURE: This transaction will be closed in Collier County, Florida on
68' or before the or within .JJ3.Q... days from Effective Date ("Closing Date"), unless otherwise extended
69' herein. IZI Seller 0 Buyer will designate the closing agent. Buyer and Seller will, within 170 days from Effective Date, deliver to
70 Escrow Agent signed Instructions which provide for closing procedure. If an institutional lender is providing purchase funds, lender
71 requirements as to place, time of day, and closing procedures will control over any contrary provisions of this Contract.
72 (a) Costs: Buyer will pay taxes and recording fees on notes, mortgages and financing statements and recording fees for the deed.
73 Seller will pay taxes on the deed and recording fees for documents needed to cure title defects. If Seller is obligated to discharge
74 any encumbrance at or prior to closing and fails to do so, Buyer may use purchase proceeds to satisfy the encumbrances.
75 (b) Documents: Seller will provide the deed, bill of sale, mechanic's lien affidavit, assignment of leases, updated rent roll,
76 tenant and lender estoppel letters, assignments of permits and licenses, corrective instruments and letters notifying tenants of
77 the change in ownership/rental agent. If any tenant refuses to execute an estoppel letter, Seller wiil certify that information
78 regarding the tenant's lease is correct. If Seiler is a corporation, Seiler will deliver a resolution of its Board of Directors
79 authorizing the sale and delivery of the deed and certification by the corporate Secretary certifying the resolution and setting forth
80 facts showing the conveyance conforms with the requirements of local law. Seller will transfer security deposits to Buyer. Buyer
81 will provide the closing statement, mortgages and notes, security agreements and financing statements.
82' Buyer (---.J (---.l and Seller (---.J (---.J acknowledge receipt of a copy of this page, which is page 2 of 5 Pages.
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148
83' (C) Taxes, Assessments, Prorations: The following items will be made current and prorated IX] as of Closing Date
84' 0 as of : real estate taxes, bond and assessment payments assumed by Buyer, interest,
85' rents, association dues, insurance premiums acceptable to Buyer, operational expenses and N/A
86 If the amount of taxes and assessments for the current year cannot be ascertained, rates for the previous year will be used with due
87 allowance being made for improvements and exemptions. Seller is aware of ihe following assessments affecting or potentially
88' affecting the Property: None
89 Buyer will be responsible for all assessments of any kind which become due and owing on or after Effective Date, unless the
90 improvement is substantially completed as of Closing Date, in which case Seller will be obligated to pay the entire assessment.
91 (d) FIRPTA Tax Withholding: The Foreign Investment in Reai Property Act ("FIRPTA") requires Buyer to withhold at closing a
92 portion of the purchase proceeds for remission to the Internal Revenue Service ("I.R.S.") if Seller is a "foreign person" as defined
93 by the Internal Revenue Code. The parties agree to comply with the provisions of FIRPTA and to provide, at or prior to closing,
94 appropriate documentation to establish any applicable exemption from the withholding requirement. If withholding is required
95 and Buyer does not have cash sufficient at closing to meet the withholding requirement, Seller will provide the necessary funds
96 and Buyer will provide proof to Seller that such funds were properly remitted to the I.R.S.
91' 6. ESCROW: Buyer and Seller authorize Salva tori & Wood, P. L .
98' Telephone: (239) 263-1480 Facsimile: (239) 649-0158 Address: 4001 Tamiami Trail North Suite 330
99' Naples, FL 34103 to act as "Escrow Agent"
100 to receive funds and other items and, subject to clearance, disburse them in accordance with the terms of this Contract. Escrow
101' Agent will deposit all funds received in IX] a non-interest bearing escrow account 0 an interest bearing escrow account with
102' interest accruing to with interest disbursed (check one) 0 at closing
103' 0 at intervals. If Escrow Agent receives conflicting demands or has a good faith doubt as to Escrow
104 Agent's duties or liabilities under this Contract, he/she may (a) hold the subject matter of the escrow until the parties mutually
105 agree to its disbursement or until issuance of a court order or decision of arbitrator determining the parties' rights regarding the
106 escrow or (b) deposit the subject matter of the escrow with the clerk of the circuit court having jurisdiction over the dispute. Upon
107 notifying the parties of such action, Escrow Agent will be released from all liability except for the duty to account for items
108 previously delivered out of escrow. If a licensed real estate broker, Escrow Agent will comply with applicable provisions of Chapter
109 475, Florida Statutes. In any suit or arbitration in which Escrow Agent is made a party because of acting as agent hereunder or
110 interpleads the subject matter of the escrow, Escrow Agent will recover reasonable attorneys' fees and costs at all levels, with
111 such fees and costs to be paid from the escrowed funds or equivalent and charged and awarded as court or other costs in favor
112 of the prevailing party. The parties agree that Escrow Agent will not be liable to any person for misdelivery to Buyer or Seller of
113 escrowed items, unless the misdelivery is due to Escrow Agent's willful breach of this Contract or gross negligence.
114 7. PROPERTY CONDITION: Seller will deliver the Property to Buyer at the time agreed in its present "as is" condition, ordinary
115 wear and tear excepted, and will maintain the landscaping and grounds in a comparable condition. Seller makes no warranties
116 other than marketability of title. By accepting the Property "as is", Buyer waives all claims against Seller for any defects in the
117 Property. (Check (a) or (b))
118' 0 (a) As is: Buyer has inspected the Property or waives any right to inspect and accepts the Property in its "as is" condition.
119' IX] (b) Due Diligence Period: Buyer will, at Buyer's expense and within 160 days from Effective Date ("Due Diligence Period"),
120 determine whether the Property is suitable, in Buyer's sole and absolute discretion, for Buyer's intended use and development of
121 the Property as specified in Paragraph 4. During the Due Diligence Period, Buyer may conduct any tests, analyses, surveys and
122 investigations ("Inspections") which Buyer deems necessary to determine to Buyer's satisfaction the Property's engineering,
123 architectural, environmental properties; zoning and zoning restrictions; flood zone designation and restrictions; subdivision
124 regulations; soil and grade; availability of access to public roads, water, and other utilities; consistency with local, state and regional
125 growth management and comprehensive land use plans; availability of permits, government approvals and licenses; compliance with
126 American with Disabilities Act; absence of asbestos, soil and ground water contamination; and other inspections that Buyer deems
127 appropriate to determine the suitability of the Property of Buyer's intended use and development. Buyer shall deliver written notice
128 to Seller prior to the expiration of the Due Diligence Period of Buyer's determination of whether or not the Property is acceptable.
129 Buyer's failure to comply with this notice requirement shall constitute acceptance of the Property in its present "as is" condition.
130 Seller grants to Buyer, its agents, contractors and assigns, the right to enter the Property at any time during the Due Diligence
131 Period for the purpose of conducting Inspections; provided; however, that Buyer, its agents, contractors and assigns enter the
132 Property and conduct Inspections at their own risk. Buyer shall indemnify and hold Seller harmless from losses, damages, costs,
133 claims and expenses of any nature, including attorneys' fees at all levels, and from liability to any person, arising from the conduct of
134 any and all inspections or any work authorized by Buyer. Buyer wiil not engage in any activity that could result in a mechanic's lien
135 being filed against the Property without Selle~s prior written consent. In the event this transaction does not close, (1) Buyer shall
136 repair ail damages to the Property resulting from the Inspections and return the Property to the condition it was in prior to conduct of
137 the Inspections, and (2) Buyer shall, at Buyer's expense, release to Seller all reports and other work generated as a result of the
138 Inspections. Should Buyer deliver timely notice that the Property is not acceptable, Seller agrees that Buyer's deposit shall be
139 immediately returned to Buyer and the Contract terminated.
,,0'Buyer (-----1 (
) and Seller (-----1 (-----1 acknowledge receipt of a copy of this page, which is page 3 of 5 Pages.
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Meridian-Fifth
I 141 (C) Walk-through Inspection: Buyer may, on the day prior to closing or any other time
142 conduct a final "walk-through" inspection of the Property to determine compliance with this
143 Property is on the premises.
144 (d) Disclosures:
145 1. Radon Gas: Radon is a naturally occurring radioactive gas that, when it has accumulated in a building in sufficient
146 quantities, may present heaith risks to persons who are exposed to it over time. Levels of radon that exceed federal and state
147 guidelines have been found in buildings in Florida. Additional information regarding radon and radon testing may be obtained
148 from your county public health unit.
149 2. Energy Efficiency: Buyer may have determined the energy efficiency rating of the building. if any is located on the Real
150 Property.
151 8. OPERATION OF PROPERTY DURING CONTRACT PERIOD: Seller will continue to operate the Property and any business
152 conducted on the Property in the manner operated prior to Contract and will take no action that would adversely impact the
153 Property, tenants, lenders or business, if any. Any changes, such as renting vacant space, that materially affect the Property or
154' Buyer's intended use of the Property will be permitted IXI only with Buyer's consent 0 without Buyer's consent.
155 9. RETURN OF DEPOSIT: Unless otherwise specified in the Contract, in the event any condition of this Contract is not met and
156 Buyer has timely given any required notice regarding the condition having not been met, Buyer's deposit will be returned in
157 accordance with applicable Florida laws and regulations.
158 10. DEFAULT:
159 (a) In the event the sale is not closed due to any default or failure on the part of Seller other than failure to make the title
160 marketable after diligent effort, Buyer may either (1) receive a refund of Buyer's deposit(s) or (2) seek specific performance. If
161 Buyer elects a deposit refund, Seller will be liable to Broker for the full amount of the brokerage fee.
162 (b) In the event the sale is not closed due to any default or failure on the part of Buyer, Seller may either (1) retain all deposit(s)
163 paid or agreed to be paid by Buyer as agreed upon liquidated damages, consideration for the execution of this Contract, and in
164 full settlement of any claims, upon which this Contract will terminate or (2) seek specific performance. If Seller retains the
165 deposit, Seller will pay the Listing and Cooperating Brokers named in Paragraph 12 fifty percent of all forfeited deposits retained
166 by Seller (to be split equally among the Brokers) up to the full amount of the brokerage fee.
167 11. ATTORNEY'S FEES AND COSTS: In any claim or controversy arising out of or relating to this Contract, the prevailing party,
168 which for purposes of this provision will include Buyer, Seller and Broker, will be awarded reasonable attorneys' fees, cost and
169 expenses.
170 12. BROKERS: Neither Buyer nor Seller has utilized the services of, or for any other reason .owes compensation to, a licensed
171 real estate Broker other than:
172' (a) Listing Broker: Jordan 0 'Mara
173' who is IXI an agent of John R. Wood IXI a transaction broker 0 a nonrepresentative
174- and who will be compensated by IXI Seller 0 Buyer 0 both parties pursuant to IXI a listing agreement 0 other (specify)
175* 2.0% of Purchase Price
mutually agreeable to ~e~aUs,
paragraph and to ensure that all
176*
177*
178*
179*
180*
181*
182*
183*
184*
(b) Cooperating Broker: Wi.Hi.am J. Bayes
who is IXI an agent of Ameri. vest
and who will be compensated by 0 Buyer IXI Seller 0 both parties pursuant to
cooperating broker 0 other (specify) 2.0% of Purchase Pri.ce
IXI a transaction broker 0 a nonrepresentative
IXI an MLS or other offer of compensation to a
185 (collectively referred to as "Broker") in connection with any act relating to the Property, including but not limited to inquiries,
186 introductions, consultations and negotiations resulting in this transaction. Seller and Buyer agree to indemnify and hold Broker
187 harmless from and against losses, damages, costs and expenses of any kind, including reasonable attorneys' fees at all levels, and
188 from liability to any person, arising from (1) compensation claimed which is inconsistent with the representation in this Paragraph, (2)
189 enforcement action to collect a brokerage fee pursuant to Paragraph 10, (3) any duty accepted by Broker at the request of Buyer or
190 Seller, which duty is beyond the scope of services regulated by Chapter 475, F.S., as amended, or (4) recommendations of or services
191 provided and expenses incurred by any third party whom Broker refers, recommends or retains for or on behalf of Buyer or Seller.
192' 13. ASSIGNABILITY; PERSONS BOUND: This Contract may be assigned to a related entity, and otherwise 0 is not assignable
193'IXI is assignable. The terms "Buyer," "Seller" and "Broker" may be singular or plural. This Contract is binding upon Buyer, Seller
194 and their heirs, personal representatives, successors and assigns (if assignment is permitted).
195' Buyer(~ (~ and Seller (_) (~ acknowledge receipt of a copy of this page, which is page 4 of 5 Pages.
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Meridian-Fifth
148
~
196 14. OPTIONAL CLAUSES: (Check if any of Ihe following clauses are applicable and are attached as an addendum to this Contract):
197" 0 Arbitration 0 Seller Warranty 0 Existing Mortgage
198' 0 Section 1031 Exchange 0 Coastal Construction Control Une 0 Other
199' 0 Property Inspection and Repair 0 Flood Area Hazard Zone D Other
200' 0 Seller Representations D Seller Financing D Other
201 15. MISCELLANEOUS: The terms of this Contract constitute the entire agreement between Buyer and Seller. Modifications of
202 this Contract will not be binding unless in writing, signed and delivered by the party to be bound. Signatures, initials, documents
203 referenced in this Contract, counterparts and written modifications communicated electronically or on paper will be acceptable for
204 all purposes, including delivery, and will be binding. Handwritten or typewritten terms inserted in or attached to this Contract prevail
205 over preprinted terms. If any provision of this Contract is or becomes invalid or unenforceable, all remaining provisions will continue
206 to be fully effective. This Contract will be construed under Florida law and will not recorded in any public records. Delivery of any
207 written notice to any party's agent will be deemed delivery to that party.
208 THIS IS INTENDED TO BE A LEGALLY BINDING CONTRACT. IF NOT FULLY UNDERSTOOD, SEEK THE ADVICE OF AN ATTORNEY
209 PRIOR TO SIGNING. BROKER ADVISES BUYER AND SELLER TO VERIFY ALL FACTS AND REPRESENTATIONS THAT ARE
210 IMPORTANT TO THEM AND TO CONSULT AN APPROPRIATE PROFESSIONAL FOR LEGAL ADVICE (FOR EXAMPLE,
211 INTERPRETING CONTRACTS, DETERMINING THE EFFECT OF LAWS ON THE PROPERTY AND TRANSACTION, STATUS OF
212 TITLE, FOREIGN INVESTOR REPORTING REQUIREMENTS, ETC.) AND FOR TAX, PROPERTY CONDITION, ENVIRONMENTAL AND
213 OTHER SPECIALIZED ADVICE. BUYER ACKNOWLEDGES THAT BROKER DOES NOT OCCUPY THE PROPERTY AND THAT ALL
214 REPRESENTATIONS (ORAL, WRITTEN OR OTHERWISE) BY BROKER ARE BASED ON SELLER REPRESENTATIONS OR PUBLIC
215 RECORDS UNLESS BROKER INDICATES PERSONAL VERIFICATION OF THE REPRESENTATION. BUYER AGREES TO RELY
216 SOLELY ON SELLER, PROFESSIONAL INSPECTORS AND GOVERNMENTAL AGENCIES FOR VERIFICATION OF THE PROPERTY
217 CONDITION, SQUARE FOOTAGE AND FACTS THAT MATERIALLY AFFECT PROPERTY VALUE.
218' DEPOSIT RECEIPT: Deposit of $ 1,000.00
2W January 2007 , ~ by
220
by IXI
check 0 other
received on
Signature of Escrow Agent
and conditions. Unless acceptance is signed by Seller and a
o a.m. IXI p.m. on January 31 ,2007,
224' Date: 01/22/2007 BUYER:
L
Tax ID No:
225*
226*
Title:
Address:
Trustee
Telephone: (239) 593-3100
4001 Tamiami Trail North, Suite 330, Naples,
Facsimile:
FL 34103
227" Date:
BUYER:
Tax ID No:
228*
229*
Title:
Address:
Telephone:
Facsimile:
230' ACCEPTANCE: Seller accepts Buyer's offer and agrees to sell the Property on the above terms and conditions (0 subject to the
231 attached counter offer).
233*
234*
Title:
Address:
Telephone: 1/ "'-~. ora:?()
{lJ..4-"nn-.. 1110 &', -; 105
- (5f.L~"..,)
Tax ID No:
Facsimile: 31'1 727-7/'"
232' Date: 01/31/2007 SELLER:
235' Date:
SELLER:
Tax ID No:
236*
23r
Title:
Address:
Telephone:
Facsimile:
238' Buyer (.---l (.---l and Seller (.---l (.---l acknowledge receipt of a copy of this page, which is page 5 of 5 Pages.
The Florida Association of REAL TORS@ makes no representation as to the legal validity or adequacy of any provision of this form in any specific transaction.
This standardized form should not be used in complex transactions or with extensive riders or additions. This form is available for use by the entire real estate
industry and is not intended to identify the user as aREAL TOR@. REAL TOR@ is a registered coilective membership mark which may be used only by real estate
iicensees who are members of the NATIONAL ASSOCIATION OF REAL TORS@ and who subscribe to its Code of Ethics.
The copyright laws of the United States (17 U.S. Code) forbid the unauthorized reproduction of this form by any means including facsimile or computerized forms.
CC-2 @1997 Florida Association of REAL TORS@ All Rights Reserved
Produced with ZipForm™ by RE FormsNet, LLC 18025 Fifteen Mile Road, Clinton Township. Michigan 48035 www.zioform.com
Meridian-Fifth
(
**1 OR: 3911 PG: 1709 ***
I
248
Exhibit "A"
Beginning at the Northwest comer of Section 11, Township 50 South. Range 25 East, in the County of Collier,
State of Florida; Thence run North 69'39'10'" East 376.50 feel to a point; Thence run South "24'36" West 60.89
feet to a poinl in the Southerly right-of-way line of State Road No. 856; Thence run along the tight-<lf-way line of
said State Road No. 656, North 89'2747" East 50 feet to a pipe marker. being the POINT OF BEGINNING;
Thence contmue along said right-of-way line of said State Road No. 858. 235.60 feet to a point marked with an
iron pin; Thence run South 00'33'21"' East 39304 feet 10 a point on the North line of U.S. Route No. 41; Thence
run Northwesterly along the Northerly line of U: S. Route No. 41 to a pipe marker on tl\e said Northerly right-of-
way line of U. S. No. 41; thence run North 16'23'41" East a distance of 193.59 feet to tl\e point or place of
beginning. Said property being bounded on the West by property described in a Deed dated August 19, 1963,
from Charles Antonopoulos to Cities Service Od Company. recorded in O. R. Book 148, at Page 471, of the Public
Records of Collier County, Flonda.
Less and Except the lands taken by the State of FlOrida. Department of Transportation as described in that certain
Order of Taking recorded In Official Records Book 2364, page 1444, of the Public Records of Collier County,
Florida
-AVG 1IIlavitl Vrv1Bl
1Y'1l&JI~eok.. TCltlhIhOI1l~
'12..3/07 IfoA-2-
CONSTRUCTION AND MAINTENANCE AGREEMENT FOR
SUBDIVISION IMPROVEMENTS
THIS CONSTRUCTION AND MAINTENANCE AGREEMENT FOR SUBDIVISION
IMPROVEMENTS entered into this ~ day of ~2..c..u , 20~, by Ave Maria
Development, LLLP, (hereinafter "Developer"), and the THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA (hereinafter "the Board").
RECITALS:
1. Developer has, simultaneously with the delivery of this Agreement, applied for the
approval by the Board of a certain plat of a subdivision to be known as Middlebrooke
Townhomes (Ave Maria Unit 13).
2. Chapter 4 and 10 of the Collier County Land Development Code requires the Developer
to post appropriate guarantees for the construction of the improvements required by said
subdi vision regulations, said guarantees to be incorporated in a bonded agreement for the
construction of the required improvements.
NOW, THERFORE, in consideration of the foregoing premises and the mutual covenants
hereinafter set forth, Developer and the Board do hereby covenant and agree as follows:
I. Developer will cause to be constructed: the paved roadways and sidewalks, drainage,
utilities and like facilities, the required improvements, to be constructed pursuant to the
specifications that have been approved by the Development Services Director within
eighteen (18) months from the date of approval of said subdivision plat.
2. Developer hereby tenders its subdivision performance security (attached hereto as
Exhibit A and by reference made a part hereof) in the amount of $1,482,667.68
which amount represents 10% of the total contract cost to complete construction plus
100% of the estimate cost to complete the required improvements as of the date of this
Agreement. The developer has also provided a surety bond as security to Ave Maria
Utility Company, LLLP (AMUC) for the potable water system, and sanitary sewer
system improvements.
3. In the event of default by the Developer or failure of the developer to complete such
improvements within the time required by the Land Development Code, Collier County,
may call upon the subdivision performance security to insure satisfactory completion of
the required improvements.
4. The required improvements shall not be considered complete until a statement of
substantial completion by the Developer's engineer along with the final project records
have been furnished to be reviewed and approved by the County Manager or his designee
for compliance with the Collier County Land Development Code.
5. The County Manager or his designee shall, within sixty (60) days of receipt of the
statement of substantial completion, either: a) notify the Developer in writing of his
preliminary approval of the improvements; or b) notify the Developer in writing of his
refusal to approve the improvements, therewith specifying those conditions which the
Developer must fulfill in order to obtain the approval of the County Manager of the
required improvements. However, in no event shall the County Manager or his designee
refuse preliminary approval of the improvements if they are in fact constructed and
submitted for approval in accordance with the requirements of this Agreement.
6. The Developer shall maintain all required improvements for a minimum period of one
(I) year after preliminary approval by the County Manager or his designee. After the
one (I) year maintenance period by the Developer has terminated, the Developer shall
petition the County Manager or his designee to inspect the required improvements. The
County Manager or his designee shall inspect the required improvements and, if found
to be still in compliance with the Collier County Land Development Code as reflected
by the final approval of the Board, the Board shall release the remaining 10% of the
subdivision performance security. The Developer's responsibility for maintenance of
the required improvements shall continue unless or until the Board accepts maintenance
responsibility for and by the County.
7. Six (6) months after the execution of this Agreement and once within every six (6)
months thereafter the Developer may request the County Manager or his designee to
reduce the dollar amount of the subdivision performance security on the basis of work
complete. Each request for a reduction in the dollar amount of the subdivision
performance security shall be accompanied by a statement of substantial completion by
the Developer's engineer together with the project records necessary for review by the
County Manager or his designee. The County Manager or his designee may grant the
request for a reduction in the amount of the subdivision performance security for the
improvements completed as of the date of the request.
8. In the event the Developer shall fail or neglect to fulfill its obligations under this
Agreement, upon certification of such failure, the County Manager or his designee may
call upon the subdivision performance security to secure satisfactory completion, repair
and maintenance of the required improvements. The Board shall have the right to
construct and maintain, or cause to be constructed or maintained, pursuant to public
advertisement and receipt and acceptance of bids, the improvements required herein.
The Developer, as principal under the subdivision performance security, shall be liable
to pay and to indemnify the Board, upon completion of such construction, the final total
cost to the Board thereof, including, but not limited to, engineering, legal and contingent
costs together with any damages, either direct or consequential, which the Board may
sustain on account of the failure of the Developer to fulfill all of the provisions of this
Agreement.
9. All of the terms, covenants and conditions herein contained are and shall be binding
upon the Developer and respective successors and assigns of the Developer.
IN WITNESS WHEREOF, the Developer and the Board have caused this Agreement to be
executed by their duly authorized representatives this ~Hday of MA:>.J.1.l ,200~
SIGNED, SEALED AND DELIVERED IN
THE PRESE~
1b/~j
P'rintName {"'>'AII..- GAhk
-13,. ~~
Print Name 6.n r-
ATTEST:
DWIGHT E. BROCK, CLERK
BJJ~ iF"
Attest ~Y<!iiltfl'man
signature onl~ s
Approved as to form and legal sufficiency:
By:
(Paul J. Melli, as President of BaITon Collier
Corpor n as Managing General Partner of Ave
Maria Development, LLLP)
BOARD OF COUNTY COMMISSIONERS
::COLL:i2:if
Jame oletta, Chairman
".1
,.~ /"."'"
PERFORMANCE BOND
Bond No. 5025962
KNOW ALL PERSONS BY THESE PRESENTS: that
Ave Maria Development, L.L.L.P., A Florida Limited Liability Limited Partnership
2600 Golden Gate Parkway, Naples, Florida 3410S
(hereinafter referred to as "Owner") and
Bond Safeguard Insurance Company
631 Shute Lane
Old Hickory, TN 37138
David E. Campbell, President
615-250-3043
(hereinafter referred to as "Surety") are held and firmly bound unto Collier County, Florida, (hereinafter referred
to as "County") in the total aggregate sum of One Million Four Hundred Eiahtv Two Thousand Six Hundred SixtY
Seven and 68/100 Dollars ($1.482,667.68) in lawful money of the United States, for the payment of which sum
well and truly to be made, we bind ourselves, our heirs, executors, administrators, successors and assigns,
jointly and severally, firmly by these presents. Owner and Surety are used for singular or plural, as the context
requires.
THE CONDmON OF THIS OBUGATION is such that whereas, the Owner has submitted for approval by the
Board a certain subdivision plat named Middlebrooke Townhomes and that certain subdivision shall include
specific improvements which are required by Collier County Ordinances and Resolutions (hereinafter "Land
Development Regulations"). This obligation of the Surety shall commence on the date this Bond is executed
and shall continue until the date of final acceptance by the Board of County Commissioners of the specific
improvements described in the Land Development Regulations (hereinafter the "Guaranty Period").
NOW, THEREFORE, if the Owner shall well, truly and faithfully perform its obligations and duties in
accordance with the Land Development Regulations during the guaranty period established by the County, and
the Owner shall satisfy all claims and demands incurred and shall fully indemnify and save harmless the County
from and against all costs and damages which it may suffer by reason of Owner's failure to do so, and shall
reimburse and repay the County all outlay and expense which the County may incur in making good any
default, then this obligation shall be void, otherwise to remain in full force and effect.
PROVIDED, FURTHER, that the said Surety, for value received hereby, stipulates and agrees that no
change, extension of time, alteration, addition or deletion to the proposed specific improvements shall in any
way affect its obligation on this Bond, and it does hereby waive notice of any such change, extension of time,
alteration, addition or deletion to the proposed specific improvements.
PROVIDED FURTHER, that it is expressiy agreed that the Bond shall be deemed amended automatically
and immediately, without formal and separate amendments hereto, so as to bind the Owner and the Surety to
the full faithful performance in accordance with the Land Development Regulations. The term "Amendment,"
wherever used in this Bond, and whether referring to this Bond, or other documents shall include any alteration,
addition or modification of any character whatsoever.
~ I' f)""
2 ~~""", . ,;;V
.~'" ...,.;: :.~:: ~4:-
IN WITNESS WHEREOF, the parties hereto have caused this PERFORMANCE BOND to be executed this
13th day of March, 2007.
WITNESSES:
Ave Maria Development, L.L.L.P., A Florida Limited Liability
Limited Partnership, by Barron Collier Corporation, A Florida
Cor 0 I n It na in P-artner
CAROLYN A. SHAW
Printed Name
,
ZJ;4AJr L. V/JvEc/
<--
-0
./
Printed Name
ACKNOWLEDGEMENT
STATE OF
COUNTY OF
THE FOREGOING PERFORMANCE BOND WAS ACKNOWLEDGED BEFORE ME THIS DAY OF
BY PAUL J. MARINELLI AS PRESIDENT OF AVE MARIA DEVELOPMENT, L.L.L.P., A
FLORIDA LIMITED LIABILLITY LIMITED PARTNERSHIP WHO IS PERSONALLY KNOWN TO ME, OR HAS
PRODUCED AS IDENTIFICATION.
Notary Public - State of
(SEAL)
Printed Name
I WITNESSES:
,/F1 .
Melissa Schmidt
Printed Name
POWER OF ATTORNEY
16
AO 1 0 9 30
Bond Safeguard
INSURANCE COMPANY
KNOW ALL MEN BY THESE PRESENTS, that BOND SAFEGUARD INSURANCE COMPANY, an Illinois Corporation with its
principal office in Lombard, Illinois, does hereby constitute and appoint: ___~am~_r~_~o?_r~-,-_I!.~~~Qi_az, ~<!nnie Kruse,~t~p.~~,! .!.:..~~_zm~r!___
_____ _ Dawn L. Morgan, P_(:ggy F~~~t, Ke1!Y~~~_a~~_~~ine Ma~~~eJ!~A!1:_~_LMcG.()Q1~--!-.Mel~~a Schmidt, Joel ~_~~~I!!~!I_~._*~~~~.._ _
its true and lawful Attorney(s)-In-Fact to make, execute, seal and deliver for, and on its behalf as surety, any and all bonds, undertakings or
other writings obligatory in nature of a bond.
This authority is made under and by the authority of a resolution which was passed by the Board of Directors of BOND
SAFEGUARD INSURANCE COMPANY on the 7th day of November, 2001 as follows:
Resolved, thaI the President of the Company is hereby authorized to appoint and empower any representative of the Company or
other person or persons as Attorney-In-Fact to execute on behalf of the Company any bonds, undertakings, policies, contracts of indemnity
or other writings obligatory in nature of a bond not to exceed $2,000,000.00, Two Million Dollars, which the Company might execute through
its duly elected officers, and affix the seal of the Company thereto. Any said execution of such documents by an Attorney-In-Fact shall be as
binding upon the Company as if they had been duly executed and acknowledged by the regularly elected officers of the Company. Any
Attorney-In-Fact, so appointed, may be removed for good cause and the authority so granted may be revoked as specified in the Power of
Attorney.
Resolved, that the signature of the President and the seal of the Company may be affixed by facsimile on any power of attorney
granted, and the signature of the Vice President, and the seal of the Company may be affixed by facsimile to any certificate of any such power
and any such power or certificate bearing such facsimile signature and seal shall be valid and binding on the Company. Any such power so
executed and sealed and certificate so executed and sealed shall. with respect to any bond or undertaking to which it is attached, continue
to be valid and binding on the Company.
IN WITNESS THEREOF, BOND SAFEGUARD INSURANCE COMPANY has caused this instrument to be signed by its
President, and its Corporate Seal to be affixed this 7th day of November, 2001.
BOND SAFEGUARD INSURANCE COMPANY
BY
9~:efif;f!?;f
David E: Campbell
President
ACKNOWLEDGEMENT
On this 7th day of November, 2001, before me, personally came David E. Campbell to me known, who being duly sworn, did
depose and say that he is the President of BOND SAFEGUARD INSURANCE COMPANY, the corporation described in and which executed
the above instrument; that he executed said instrument on behalf of the corporation by authority of his office under the By-laws of said
corporation.
"OFFICIAL SEAL"
LYDIA J. DE JONG
Notary Public, State of Illinois
My Commission Expires 1/12/07
o!f~J J2f?
Lydia J. DeJong
Notary Public
CERTIFICATE
I, the undersigned, Vice President of BOND SAFEGUARD INSURANCE COMPANY, An Illinois Insurance Company, DO HEREBY
CERTIFY that the original Power of Attorney of which the foregoing is a true and correct copy, is in full force and effect and has not been
revoked and the resolutions as sel forth are now in force.
Signed and Sealed at Lombard, Illinois this _____~th
. day of __~llr_ch___, 20 02._
j)mwlJ iL ~~--L_
Donald D, Buchanan
Secretary
16 2
STATE OF ILLINOIS }
} S.S.
COUNTY OF DUPAGE }
On March 13.2007, before me, a Notary Public in and for said County and State, residing
therein, duly commissioned and sworn, personally appeared Stephen T. Kazmer, known
to me to be Attorney-in-Fact of Bond Safeguard Insurance Companv. the corporation
described in and that executed the within and foregoing instrument, and known to me to
be the person who executed the said instrument, and known to me to be the person who
executed the said instrument on behalf of the said corporation executed the same.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal, the
day and year stated in this certificate above.
My Commission Expires on Se
.'")
/
OFFICIAL SEAL
JENNIFER J MCCOMB
NOTARY PUBLIC. STATE OF ILLINOIS
MY COMMISSION EXPIRES:09123109 I
'] ?
,'\
. ~ "- ~\
.. -
Middlebrooke Townhomes
OPINION OF PROBABLE COST
Summary
Drainage
$366,160.09
Paving
$723,548.05
Landscape & Irrigation
$210,171.57
Street Lighting
$48,000.00
TOTAL
$1,347,879.71
10% Maintenance Fee
$134,787.97
Total Bond Amount
$1,482,667.68
133-04-08-County OPe-pial bond.xls
MIDDLEBROOKE TOWN HOMES -"'J ~ ?
~l,
Opinion of Probable Cost .~ ".-
DRAINAGE
Estimated
Description Quantity Unit Unit Price Amount
15"RCP 1,008 LF $36.10 $36,388.80
18"RCP 136 LF $45.75 $6.222.00
24" RCP 559 LF $59.63 $33,333. J 7
30" RCP 238 LF $75.24 $17,907.12
36" RCP 524 LF $92.00 $48,208.00
12" HDPE 2,013 LF $35.00 $70,455.00
15" Headwall 5 EA $900.00 $4,500.00
24" Headwall EA $1,400.00 $1,400.00
36" Headwall 3 EA $2,750.00 $8,250.00
Valley Gutter Inlet (Complete) 22 EA $3.340.00 $73,480.00
Junction Box 4 EA $3,970.00 $15,880.00
Grate Inlet 7 EA $3,198.00 $22,386.00
Yard Drain 37 EA $750.00 $27,750.00
TOT AL ~ $366.160.09
133-04-08-CountyOPC-platbond.xls
MIDDLEBROOKE TOWN HOMES
Opinion of Probable Cost
'"'l
/'~
j.,,,,~
PAVING
Estimated
Description Quantity Unit Unit Price Amount
Signing and Marking LS $3,500.00 $3,500.00
Valley Gutter 7,790 LF $10.10 $78,679.00
Type "Fit Curb 3,190 LF $7.00 $22,330.00
Handicap Ramp 8 EA $855.00 $6,840.00
3/4" Asphaltic Concrete (Type S-IlI) First Lift 21,559 SY $5.25 $113,184.75
3/4" Asphaltic Concrete (Type S-lII) Second Lift 21,559 SY $5.78 $124,611.02
6" Limerock Base (compacted and primed) 21,559 SY $5.50 $118,574.50
12" Stabilized Subgrade 30,382 SY $3.24 $98,437.68
4" Concrete Sidewalk (Reinforced) 4,318 SY $36.45 $157,391.10
TOT AL ~ $723,548.05
13J..()4.{)S-CounryOPC-platbond_xl.
4
LANDSCAPE AND IRRlGA nON
Description
Street Trees
Internal Trees
Residential Shrubs
Mulch
Irrigation
133-04-08-Counly OPe-plat bond,xls
MIDDLEBROOKE TOWNHOMES
Opinion of Probable Cost
Estimated
Quantity Unit Unit Price
192 EA $225.00
69 EA $225.00
2245 EA $9.00
16602 SF $0.26
362643 SF $0.35
TOTAL~
tIQ /"
it f""'\
lL '~J
Amount
$43,200.00
$15,525.00
$20,205.00
$4,3 I 6.52
$126,925.05
$210,171.57
'\ ::~,
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5
MIDDLEBROOKE TOWNHOMES
Opinion of Probable Cost
STREET LIGHTING
Description
Estimated
Quantity
Unit
Unit Price
Amount
Street Lighting
48
LS
$1,000.00
$48.000.00
TOT AL ~
133-04-08-Counly OPC-plat bond,xls
$48,000.00
,i2
6
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP 16
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO A 3
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE-
Print on pink paper. Attach to original uOI.:ument. Original l!cKumenls should be hand delivered to the Board Office. The completed routmg slip and onginal
documents are to be forwarded to the Board Office only after the Board ha~ taken action on the item.)
ROUTING SUP
Complete routing lines # 1 through #4 as appropriate for additional signatures, dates, andlor information needed. If the document is already complete with the
excention of the Chairman'5 sipnature, draw a line through routing lines # 1 through #4, complete the checklist, and forward to Sue Filson (line #5)
Route to Addressee(s) Office Initials Date
(List in routing order)
I. Michelle Arnold Code Enforcement , /JA C- 03/09/07
frY vn I
2. Jeff Wright County Attorney .,
3. Joe Schmitt CDES
4.~~ CD i?$ ~ ~. 3 -;.1-7
5. Sue Filson, Executive Manager Board of County Commissioners
6. Minutes and Records Clerk of Court's Office
PRIMARY CONTACT INFORMATION
(The primary contact is the holder of the original document pending Bee approval. Nonnally the primary contact is the person who created/prepared the executive
summary. Primary contact information is needed in the event one of the addressees above, including Sue Filson, need to contact staff for additional or missing
information. All original documents needing the Bee Chairman's signature arc to be delivered to the Bee otT1ce only after the Bee has acted to approve the
item)
Name of Primary StatT Michelle Arnold Phone Number 403-2413
Contact
Agenda Date Item was ::'-")..7-0/ Agenda Item Number 16A3
Aooroved bv the BCC
Type of Document Satisfaction of Lien Number of Original 10
Attached Documents Attached
I.
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark "N/A" in the Not Applicable column, whichever is
a ro riate.
Original document has been signed/initialed for legal sufficiency. (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office of the County Attorney. This includes sigoature pages from ordinances.
resolutions, etc. signed by the County Attorney's Office and signature pages from
contracts, agreements, etc. that have been fully executed by all parties except the BCC
Chairman and Clerk to the Board and ossibl State Officials.)
All handwritten strike-through aod revisions have been initialed by the County Attorney's
Office and all other arties exce t the BCC Chairman and the Clerk to the Board
The Chainnan's signature line date has been entered as the date ofBCC approval of the
document or the final oe otiated contract date whichever is a licable.
"Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
si nature and initials are re uired.
In most cases (some contracts are an exception), the original document and this routing slip
should be provided to Sue Filson in the BeC office within 24 hours of BCC approval.
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the Bee's actions are nullified. Be aware of our deadlines!
The document was approved by the BeC on:' -;2. 7 - 07 (enter date) and all changes
made during the meeting have been incorporated in the attached document. The
Count Attorne 's Office has reviewed the chao es, if a Iicable.
Yes
(Initial)
MEA
N/A(Not
A Iicable)
2.
3.
4.
5.
6.
N/A
V1\
MEA
MEA
yw::yD -
I: Forms! County Forms/ Bee Forms/ Original Documents Routing Slip WWS Original 9.03.04, Revised 1.26.05, Revised 2.24.05
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994597 OR: 4204 PG: 3433 ***
RECORDED In OFFICIAL RECORDS of COLLIER COUNTY, FL
03/29/2007 at 02:09PK DWIGHT E. EROCK, CLERK
REC FBB 10,00
coms 1.00
Retn:
CLERK TO THE EOARD
INTEROFFICE m FLOOR
iXT 72\0
16,43 ,
Property Folio No: 00051480006
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
BENNETT EST, DAVID H
% ANITA BENNETT
657 N US31
SHARPSVILLE, IN 460680000
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Six Dollars and Sixty One Cents ($106.61) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
184628 N1/2 OF FOLL, N 200FT OF S 910FT, LESS W 392FT
OF W1/2 OF SE1/4 OF SW1/4
Folio No.
Project No.
Account No.
00051480006
66000
26
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board this~ day of InI9ReH ,
2007.
ATTEST:
D IGHT E. BROCK, CLERK
.r4
BOARD OF CO. UN. ..T~~.MM.. .ISSIONERS
:;LLlER ~;rZY
JAM~ COLETTA, CHAIRMAN
. c, , 1 ;,i.l , ' 1 .~
~: ': :Z:".~ltur(' (\i~ ': '
Approved as to form
and le~icienc~
~!S C 5.;~
County Attorney
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994598 OR: 4204 PG: 3434 ***
RECORDED in OFFICIAL RBCORDS of COLLIER COUNTY, FL
OJ(29/2007 at 02:09PM DWIGHT E. BROCK, CLERK
REC m 10.00
cams 1.00
Retn:
CLERK TO THE BOARD
INTBROmCB 4TH FLOOR
BIT 7240
16 A3
Property Folio No: 00104440003
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
DAVIDSON, GERALD K
4273 20TH AVE SW
NAPLES FL 341166407
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of
Twenty Six Dollars and Sixty Six Cents ($26.66) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
254727 W1/2 OF NE1/4 OF NW1/4 OF SE1/4 LESS S 30FT
Folio No.
Project No.
Account No.
00104440003
66001
110
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board thiSo.l1., day of mfJ/?eH ,
2007.
ATTEST:
DWIGHT E. BROCK, CLERK
BOARD OF COUNTY
COLLIER C NTY,
By:
JA
,It, .
..~ .'.v ,..,..," (1 (In
5 ~ "'fi~, <L. , . ~
Apprgv~cfas'to orm
and legal sufficiency
~c~
County Attorney
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994599 OR: 4204 PG: 3435 ***
R!CORD!D in OFFICIAL R!CORDS of COLLI!R COUNTY, FL
03/29/2007 at 02:09PM DWIGHT B. BROCK, CLBRK
R!C m 10.00
coms 1.00
Retn:
CL!RK TO TH! BOARD
IKTBROmCB 4TH FLOOR
En 7240
16A3
'''''ll
Property Folio No: 26086360007
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
BROWNING, RICHARD K=& BEVERLY
PO BOX 484
CHOKOLOSKEE FL 341380484
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of
Seventy Eight Dollars and Ten Cents ($78.10) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
CHOKOLOSKEE 315330 COM CL SW CNR OF NW1/4 OF
NW1/4 SEC 31, RUN S 742.7FT, S 83DEG E 269.64FT, N 18DEG
E 25.53FT TO POB, CONT N 18DEG E 100FT, N
Folio No.
Project No.
Account No.
26086360007
66001
709
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board this~ day of m/JRCH
2007.
, -I'
ATTEST:
DWIGHT E. BROck, CLERK
~
A' . .
<" "'." ' nn
"'_'."'. an !
,:",,,IC.."" C"',
Apprmiel:hls to form
and legal sufficiencY/'/7
ro~i:': ~
County Attorney
By:
JAM
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994600 OR: 4204 PG: 3436 ***
RBCORDBD in OFFICIAL RBCORDS of COLLIBR COUNTY, FL
03/29/2001 at 02:09PM DWIGHT B. BROCK, CLBRK
RBC FBi 10.00
coms 1.00
Retn:
CLBRK TO THB BOARD
INTBROmCB 4TH FLOOR
BiT 1240
16A3
1
Property Folio No: 37540280007
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
BROWN, RUSSELL C
830 16TH AVE NW
NAPLES FL 341206312
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of
Seventy Eight Dollars and Ten Cents ($78.10) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
GOLDEN GATE EST UNIT 19 N 410 FT OF TR 7
Folio No.
Project No.
Account No.
37540280007
66001
2448
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board this42' day of /Y)flf?t!H ,
2007.
. . r-
ATTEST:
DWIGHT E. BROCK, CLERK
IIt~~'/' 4'
.1 . ,. " 1"
S i Glldt_f./'t'.,;\ (>; 1 ) ..
Approved as to form
and legal s iciency
~/--(
(David C. W I el
County Attorney
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994601 OR: 4204 PG: 3437 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, !L
03/29/2007 at 02:09PM DWIGHT E, BROCK, CLERK
REC m 10,00
cams 1. 00
Retn:
CLERK TO THE BOARD
INTERO!PICE 4TH !LOOR
BIT 7240
-16 A 3 1 ...
Property Folio No: 01134802704
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
BIRD, HUBERT
5301 19TH AVE SW
NAPLES, FL 341165631
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida, The Lien secures the principal sum of One
Hundred Four Dollars and Thirteen Cents ($104.13) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
135229 UNREC PAR 41 AND 42 DESC AS: COMM AT E 1/4
CNR SEC 13, N 68 DEG W 987.57FT, S 42 DEG W 37FT, N 52
DEG W 134.40FT, N 97FT, N 88 DEG W
Folio No.
Project No.
Account No.
01134802704
66000
3780
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board thisal1 day of hJEI<(',H ,
2007.
.\::'./
A TrEST:
DWIGHTE. BROCK, CLERK
,~~
.' '.1. ,.<,' ., ~:~.. .
"',"., '," ,..... --j
, 'App~~veJ~~"to form
~,;,",y ~7
~
.(1'()avid C. W 'ifel
County Attorney
BOARD OF COUNTY COMMISSIONERS
COLLIER ~:~~4~~tt
BY:JA~~~.h., CH;lt~~N
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994602 OR: 4204 PG: 3438 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/29/2001 at 02:09PK DWIGHT E, BROCK, CLERK
REC m 10,00
cams 1.00
Retn:
CLERK TO THE BOARD
INTEROFFICE 4TH FLOOR
EIT 1240
16A3
1
Property Folio No: 24478240009
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
RUNKLE, STERLING G
TRE 3 BOX 437
HANOVER PA 173310000
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Four Dollars and Thirteen Cents ($104.13) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
BONITA SHORES UNIT 1 BLK 7 LOT 22 OR 1268 PG 1489
Folio No.
Project No.
Account No.
24478240009
66000
4815
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board thi&?11 day of ml9J:2CH ,
2007.
. (";,
An EST:
DWIGHT E. BROCK, CLERK
~tL..'
i\+L, t f... ~h~
{.~;~'.::~,:."';; ,...-,1:._'1".., i7"tit"n 1
> . .n.ppflJvea;icj~ to form
and legal sufficiency .~-l
~~~
-0 County Attorney
BOARD OF COUNTY COMMISSIONERS
COLLIER ~TY~~~ .^/
C'fi",;.;..,-'..'4,.......:".. ........'..."'......,.".
B . ..:--::',,~;, ,J"-t:;;.,.' ";.~ ",...,:/
y. """---'-'>--~~' ... .... .
JAMES COLETTA, CHAIRMAN
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994603 OR: 4204 PG: 3439 ***
RBCORDBD in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/29/2007 at 02:09PM DWIGHT E, BROCK, CLERK
RBC FEE 10,00
coms 1.00
Retn:
CLERK TO THE BOARD
INTEROFFICE ITH FLOOR
EIT 7210
16A3
~
Property Folio No: 68097920009
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
MITCHEll, LEROY JOHN
3391 TOLEDO WAY
NAPLES FL 341052767
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of
Seventy Eight Dollars and Ten Cents ($78.10) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
POINCIANA VILLAGE UNIT 2 BLK L LOT 11
Folio No.
Project No.
Account No.
68097920009
66001
5296
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board thisM day of mfJlfCH ,
2007.
ATTEST:
DWIGHT E. BROCK, CLERK
~-
AUt. .. .. ~
~i'::::<.'".j..i"} ',,," I"
. Approved as to form
~;e"'Y ~
...----/
J
v D vid C. W gel
f County Attorney
BOARD OF.C.. O...UNT~~2M. M..I.SSIONERS
COLLIER C~~Y,.T/~ ~~/
/' '.' .. ..;,-.r... ,q...L. L. ,......"""rJ~
'-::;'-,;,,-Z-,:., -r- ~-.'..>/~f
BY:JAMi~~T~C;:;~~AN
.-- )
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994604 OR: 4204 PG: 3440 ***
RBCORDBD in OFFICIAL RBCORDS of COLLIBR COUNTY, !L
03/29/2001 at 02:09PM DWIGHT B. BROCK, CLBRK
RBC FEE 10.00
COPIBS 1.00
Retn:
CLBRK TO THB BOARD
INTBROFFICB 4TH FLOOR
BXT 1240
16A3
Property Folio No: 37984200009
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
VILLANUEVA, WILLlAM=& MINERVA
3471 19TH AVE SW
NAPLES, FL. 341176135
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Four Dollars and Thirteen Cents ($104.13) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
GOLDEN GATE EST UNIT 27 W 75FT OF E 150FT OF TR 50 OR
1338 PG 2218
Folio No.
Project No.
Account No.
37984200009
66000
14368
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board thi~ day of m~l<eH
2007.
ATTEST':
DWIGHT E. BROCK, CLERK
;;~,r~
~. ~A#priWecl ks to form
a~ency ///1
/DaIic.w~~/
tJ County Attorney
COLETTA, CHAIRMAN
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994605 OR: 4204 PG: 3441 ***
RBCORDBD in OPPICIAL RBCORDS of COLLIBR COONTY, PL
03/29/2001 at 02:09PM DWIGHT E. BROCK, CLERK
REC m 10.00
coms 1.00
Retn:
CLERK TO THE BOARD
INTEROPPICE 4TH PLOOR
BIT 7240
16A3
,
Property Folio No: 38050360005
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLliER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
KRYSEK, THOMAS J=& CINDY L S
3760 23RD AVE SW
NAPLES FL 341176652
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal surn of One
Hundred Four Dollars and Thirteen Cents ($104.13) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
GOLDEN GATE EST UNIT 28 E 75FT OF TR 107 OR 1072 PG
307
Folio No.
Project No.
Account No.
38050360005
66000
14711
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board this.;lZ day of /r)B!<tJH
2007.
ATTEST" ,. .
DWIGHT'E. BROCK, CLERK
.~1J~
1". . >,4.1:,';'; ,;.
Approved as to form
.~;e"~/
/
.{r{)avid C. W I el
County Attorney
BOARD OF COUNTY COMMISSIONERS
COLliER COY.~')Y, ~~~4~/
""",.."", 1"1:..::_~/~l~.,~<~~~\
By' / ..' . .-....., ' .,.>~..
. ._c.....~".. ,', ',' " c
JAME OLETTA, CHAIR AN
!
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tarniami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994606 OR: 4204 PG: 3442 ***
RECORDED in OIIICIAL RECORDS of COLLIER COUNTY, IL
03/29/2001 at 02:09PN DWIGHT E, BROCK, CLERK
REC!BE 10,00
COPIES 1.00
Retn:
CLERK TO THE BOARD
INTEROIIICE 4TH ILOOR
EXT 124D
16A3
I
Property Folio No: 39200460000
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
BAGNOLl, MICHAEL T=& DEBRA J
48110TH ST SE
NAPLES, FL 341179356
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Four Dollars and Thirteen Cents ($104.13) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
GOLDEN GATE EST UNIT 48 S 1/2 OF TR 10 OR 1716 PG 9
Folio No.
Project No.
Account No.
39200460000
66000
15859
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board thisq'Z day of In fJl<eH
2007.
ATTEST:
DVY1GHT E, BROCK, CLERK
~
.... ......~
;-,...... . .
:~-', ',"' I, " ':l,;,,~ "t!n,
, -' '"'" ".. .' '. ".~' _""~. 1
- ;A;pprovea as'lo form
and legal sufficiency
~ ~/
j,.;vDLid C. ei~
~ County Attorney
BOARD OF COUNTY COMMISSIONERS
COLLIER COUD/-TY, FLORID~
. .' - /
/ ..::;~ /'/ /j &/
',/- ,'}'-< """,:>..; ../j;'" ,> ",'~
BY:JAME~~~~1~~~~
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994607 OR: 4204 PG: 3443 ***
RBCORDBD in OFFICIAL RBCORDS of COLLIER COUNTY, FL
03/19/1007 at 01:09PM DWIGHT B. BROCK, CLBRK
REC m 10.00
coms 1.00
Retn:
CLERK TO THE BOARO
INTEROFFICE ITH fLOOR 16 *3
EXT 7110 rr
Property Folio No: 39326960002
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
PIERRE, PHilLIP l
5416 HEMINGWAY CIR #3001
NAPLES, FL 341160000
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Four Dollars and Thirteen Cents ($104.13) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
GOLDEN GATE EST UNIT 50 N 75FT OF 150FT OF TR 67 OR
1848 PG 994
Folio No.
Project No.
Account No.
39326960002
66000
16337
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board thisc;lZ day of Inll/(CH ,
2007.
ATTEST:' .
DWIGHT E. BROCK, CLERK
BOARD OF COUNTY COMMISSIONERS
COLLIER CO~Y, ~~1'.('
". . . ". .... ~. f ""-,,,.<.
/' . .,; ,0,., ,,'---t;,:;- .#:Y'
By: . /"'--., t .jL...L"./
JAM~COLETTA, CHAIRMAN
. . rill S
..' ~,,.' \ ,- . j li
Approved as to rm
and legal sufficiency
~ ~/
~.
f../D vid C. Weigel
County Attorney
J
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994608 OR: 4204 PG: 3444 ***
RBCORDBD in OFFICIAL RBCORDS of COLLIBR COUNTY, FL
OJiZ9/Z007 at OZ:09PM DWIGHT B, BROCK, CLBRK
RBC FBB 10.00
cams 1.00
Retn:
CLBRK TO THB BOARD
INTBROFFICB 4TH FLOOR
BIT 7240
1643 J'
Property Folio No: 48783480006
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
COLLINS, JOHN IRVEN
3050 ANDREWS AVE
NAPLES FL 341127302
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Four Dollars and Thirteen Cents ($104.13) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
HALLEN DALE LOT 95 OR 2057 PG 604
Folio No.
Project No.
Account No.
48783480006
66000
18872
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board thisdZ day of mfll?CH
2007.
ATTEST:
DWIGHT E. BROCK, CLERK
~~~
~{ "'" -
A":~st S1: t".", ,
(:" " ., ,.' ." -.. '.'~(' ...~ 1 "
, , . Nlp'rovEili as to form
a~'i'",Y
.----'
V/1
kJJ vid C. eigel
11 County Attorney
BOARD OF C, .0, U. NTY ~~,M.ISSIONERS
COLLIER Co"U~, ~~Rlp'~ p,/
By: ./-~' " "_~~~_'~'=,,:":-~1;;.~:~'/~i1~~
JAMES COLETTA, CHAIRMAN
/
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994609 OR: 4204 PG: 3445 ***
RBCORDBD in OFFICIAL RBCDRDS of COLLIBR CDUNTY, FL
03/29/2001 at 02:09PM DWIGHT B, BROCK, CLBRK
RBC FBB 10.00
COPIBS 1,00
Retn:
CLBRK TO THB BOARD
INTBROFFICB 4TH FLOOR
BIT 124 0
1643
,
Property Folio No: 50891400102
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
JOHNSON, ERNEST A=& BARBARA K
2772 HOLLY AVE
NAPLES FL 341127300
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708. Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Four Dollars and Thirteen Cents ($104.13) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
HOLLY TERRACE LOT 49 OR 1746 PG 2311
Folio No.
Project No.
Account No.
50891400102
66000
19240
Collier County. a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board this~ day of InfJllCH
2007.
-.,'
,r:'l..,.(.,
AtrEST:
DWIG~iT E. BROCK, CLERK
l~
" ".t.,;"
<:~.r:~,
>. Approved as to form
and legal sufficiency
~ -
..----~/
~/
tv[) vid '.. igel
, County Attorney
BOARD OF COUNTY COMMISSIONERS
COLLIER COy.NJrY,~L ~D
,-/L, /./
B. ~Zf~~ /.
y'7~.
'JAM COLETTA~ C AI" N
";
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994610 OR: 4204 PG: 3446 ***
RBCORDBD in OffICIAL RBCORDS of COLLIBR COUNTY, fL
03/29/2007 at 02:09PM DWIGHT B, BROCK, CLBRK
RBC m 10,00
coms 1.00
Retn:
CLBRK TO THB BOARD
INTBROmCB 4TH PLOOR 16A3 ,.
BIT 7240 .,
Property Folio No: 56401520007
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
GALLEGOS, GENOVEVA M
320 ROSE AVE
IMMOKALEE FL 341424143
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Six Dollars and Sixty One Cents ($106.61) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
MAINLINE W 40FT OF E 480FT OF N 94.58FT OF TRACT A
Folio No.
Project No.
Account No.
56401520007
66000
20941
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board this..lZ day of mlJ~CH
2007.
ATbEST:
DWIGHT E.. BROCK, CLERK
^~e~-
("0.,'-.:','-", -", .,,"'_, 'I
Approved as to form
and legal sufficiency
~ /)
, ~...-----
f avid. gel
County Attorney
BOARD OF COUNTY COMMISSIONERS
COLLIER C:?~Y ~~ p/
B . . .c. >~;.'1',.0..__/-. t-.".~
y. ':_~"'---.,'; '1 "V:.- --"_ . _ 'r
JAM COLETT, HAl MAN
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994611 OR: 4204 PG: 3447 ***
RBCORDBD in OFFICIAL RBCORDS of COLLIBR COUNTY, FL
03/29/2007 at 02:09PN DWIGHT B, BROCK, CLBRK
RBC PEE 10,00
COPIBS 1.00
Retn:
CLBRK TO THB BOARD
INTBROFFICB 4TH FLOOR
BXT 7240
16A3
..
Property Folio No: 61431160008
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
KRAMER, KURT W
3090 CONNECTICUT AVE
NAPLES FL 341123800
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Four Dollars and Thirteen Cents ($104.13) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
NAPLES BETTER HOMES BLK 3 LOT 15 OR 1649 PG 2153
Folio No.
Project No.
Account No.
61431160008
66000
23074
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board thisGlZ day of mFlRCH
2007.
ATTEST:"
DWIGHT ~. BROCK, CLERK
- . . .
"'-
BOARD OF COUNT":. 5 ce, MM.IS..S..IONERS
COLLIER C~9tJ.NTY j<-~~g ~/
i_:" ,,' ,"'itl""'."1'. /., ,Ir__,""". >~i{'~<;"
/'.".'~" . "-.-{..'//f
By: /~=~_4J,p'-
~~ COLETTA, CHAIRMAN
ht
,,(
signJtul't? onll1
Approved as to form
and legal sufficiency
*z:y-----'
County Attorney
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994612 OR: 4204 PG: 3448 ***
RHCORDRD in OFFICIAL RBCORDS of COLLIBR COUNTY, FL
03/29/2001 at 02:09PM DWIGHT B. BROCK, CLBRK
RBC FBB 10.00
coms 1.00
Retn:
CLBRK TO THB BOARD
IHTHROFFICB ITH FLOOR
BXT 1210
16/13
,
Property Folio No: 62205960006
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
JOSEPH,THERESA
AVIL NOEL
5370 HOLLAND ST
NAPLES FL 341138758
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Four Dollars and Thirteen Cents ($104.13) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
NAPLES MANOR EXT BLK 8 LOT 18
Folio No.
Project No.
Account No.
62205960006
66000
24617
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board thisc;lt day of mfl/?tJf/ ,
2007.
A T:IEST: ..
DW1GHT E, BROCK, CLERK
. .
'."~1~
E ~, . ~ ..', " .<'" c
.. ,
".' - :' . , . :. -. : " t'. ~ ".
Approved as to form
and legal sufficiency
~ -------;
/
yvO vid C. W Igel
County Attorney
BOARD OF COUNTY COMMISSIONERS
:;LLlER C~,-~f?4i
JAM~OLETTA, CHAI~AN
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994613 OR: 4204 PG: 3449 ***
RBCORDBD in OIIICIAL RBCORDS of COLLIBR COUNTY, IL
03/29/2001 at 02:09PM DWIGHT B, BROCK, CLBRK
RBC IBB 10,00
COPIBS 1.00
Retn:
CLBRK TO THB BOARD 16
INTBRomCB 4TH !LOOR _ A 3 "1,
BIT 1210 _
Property Folio No: 65171120003
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
PINCKNEY, THOMAS LEE
104 GLENWOOD ST
IMMOKALEE FL 341424230
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Six Dollars and Sixty One Cents ($106.61) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
PALM RIDGE UNIT 2 LOT 74
Folio No.
Project No.
Account No.
65171120003
66000
27863
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board this~ day of mfJ/?CH ,
2007.
)<
ATTEST:
DWlGHT,E:BROCtZ CLERK
~
~. ~.~v .,...."". .
"',., -,,-' - '. .',
";,',';"'.'. ,.;:"f;;':'"
Approved as to form
and legal sufficiency
~ --------~
/
kv -D VI .. I el
V County Attorney
BOARD OF COUNTY COMMISSIONERS
COLLIER C~, ~~1' ,A(
~ .",_,~._,d' "'-r "_,.-,.--,+_
By' ,,,::::::-"- ,- " -,.;7//
JAM COLETTA, CHAIFfMAN
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiarni Trail
Naples, Florida 34112
(239) 774-8400
*** 3994614 OR: 4204 PG: 3450 ***
RiCORDiD in OFFICIAL RiCORDS of COLLI8R COUNTY, FL
03/19/1001 at 01:09PM DWIGHT 8, BROCK, CLBRK
RBC FiB 10.00
coms 1.00
Retn:
CLiRK TO THB BOARD
INTBROmCB 4TH FLOOR
BIT 1110
1~A3'
Property Folio No: 66882480002
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLlER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
REYNA, RUDOLFO=& EDNA
PO BOX 275
IMMOKALEE FL 341430275
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Six Dollars and Sixty One Cents ($106.61) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
PINECREST BLK D LOT 4 OR 573 PG 481
Folio No.
Project No.
Account No.
66882480002
66000
28574
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Comrnissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board thisclZ. day of /rJIlI<CH
2007.
ATIEs'r:.
DWIGHT E. BRocK. CLERK
, '- .
.~:~ -
Sil)l1atur,c 0:,,'
Approved as to form
and legal sufficiency
~.---
/
l~ vid C. igel
County Attorney
~g~~~~6~~~~~~~;{ERS
By: ;;/'_~~"lSr-'
JAMES COLETTA, CHAIRMAN
7
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994615 OR: 4204 PG: 3451 ***
RBCORDBD in OFFICIAL RBCORDS of COLLIBR COUNTY, FL
03/29/2001 at 02:09PM DWIGHT B, BROCK, CLBRK
REC PEE 10.00
COPIES 1. 00
Ratn:
CLBRK TO THE BOARD
INTEROFFICE 4TH FLOOR
EIT 1240
. 16 A.3 "
Property Folio No: 67390861426
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
MOSCA, PATRICIA A
830 MEADOWLAND DR APT G
NAPLES FL 341082548
The Lien was recorded on the 8TH day of August 2000, in Official Record Book
2708, Pages 0199 through 0309, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Four Dollars and Thirteen Cents ($104.13) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
PINE RIDGE 2ND EXT REP BLK B A PORT OF LOT 2 NKA 16-5
PH II PELICAN RIDGE (HO) DESC IN OR 1327 PG 1819
Folio No.
Project No.
Account No.
67390861426
66000
28927
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman directs execution and recording of
this Satisfaction of Lien, by action of the Board this.;lZ day of mfJRCH
2007.
. ,
BOARD OF COUNTY COMMISSIONERS
COLLIER C~~Y, ~~?~1'_^(
,/ '.,.. /1Kr--,/t_/_':-."/,,,'2''';'7'-"
By' ,/ . ..- '~.., ". ,. . rAY
. ,/'--" ... "'. Ji"''''
JAME&-tOLETTA, CHAIRMAN
ATTEST:
DWIGHT E. BROCK, CLERK
~~X~ ~'--
. "'App'rbv~dj ils to form
and legal sufficiency
~,v1~ - .)
~avid C eigel
County Attorney
This instrument prepared by:
Jetf E. Wright
Assistant County Attorney
2800 N. Horseshoe Drive. Ste 301
Naples. Florida 34104
(239) 213-2939
*** 3994934 OR: 4205 PG: 0308 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/30/2001 at 08:36AM DWIGHT E. BROCK, CLERK
REC FEE 10.00
COPIES 1,00
Retn:
CLERK TO THE BOARD
INTEROFFICE 4TH FLOOR
EXT 7240
16 A3
\
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Order of the Special
Master dated July 7, 2006, a certified copy of which was recorded on July 21, 2006 in
O.R. Book 4076, Page 0676 of the Public Records of Collier County, Florida, against the
following described real property, and all other real and personal property located in
Collier County, owned by Dionicio and Corinna Martinez, has been discharged in full.
Dionicio and Corinna Martinez
810 Jackson Street
lmmokalee, FL
Folio No.
Cost:
Reference:
63854880002
$113.46
OSM #2006050151
The undersigned is authorized to and does hereby release this lien as to the whole
of the above-described real property, and all other real and personal property owned by
Dionicio and Corinna Martinez, and consents to this lien being discharged of record.
Dated this ~ 1 day of ~
,2007.
By:
Attest as to: (hnll'mdo s
siqnature 001,
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By:
JA
Approved as to form and
legal sufficien~:
ri t
t County Attorney
This instrument prepared by;
Jeff E. Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 301
Naples, Florida 34104
(239) 213-2939
*** 3994935 OR: 4205 PG: 0309 ***
RBCORDBD in OFFICIAL RBCORDS of COLLIBR COUNTY, FL
03/30/2007 at 08:36AM DWIGHT B, BROCK, CLBRK
RBC!BE 10.00
coms 1.00
Retn:
CLBRK TO TBB BOARD
INTBRomCB 4TH nOOR
BXT 7240
16 A3
.~
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Order of the Special
Master dated November 17, 2006, a certified copy of which was recorded on December
11,2006, in O.R. Book 4151, Pages 1308-09 of the Public Records of Collier County,
Florida, against the following described real property, and all other real and personal
property located in Collier County, owned by 1rineo and Alma Castillo, has been
discharged in full.
Irineo and Alma Castillo
5350 Martin St.
Naples, FL
Folio No.
Cost:
Reference:
62096160002
$125.10
OSM #2006080625
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Irineo and Alma Castillo, and consents to this lien
being discharged of record.
Dated this ~ { day of ~
,2007.
A TTES::r: . ;. .
DWlOHT E. BROCK, Clerk
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By A~~
JA S COLETTA, CHAIRMAN
,',' "j' ',,,.~ '11 . .
.. ,t,.-',....ul '<: }~, c-"i"'. ~;, '
Approved as to form and
legal sufficiency:
~
Jef . ri t
Assis nt County Attorney
This instrument prepared by:
Jeff E. Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 30t
Naples. Florida 34104
(239) 213.2939
*** 3994936 OR: 4205 PG: 0310 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/30/1007 at 08:36AM DWIGHT E. BRCCK, CLERK
REC FBE 10,00
COPIES 1.00
Retn:
CLERK TO THE BOARD
INTEROFFICB 4TH FLOOR
EXT 7110
16 H3
4
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Order of the Special
Master dated October 6, 2006, a certified copy of which was recorded on November 3,
2006, in O.R. Book 4132, Page I7l7 of the Public Records of Collier County, Florida,
against the following described real property, and all other real and personal property
located in Collier County, owned by Corinna and Dionicio Martinez, has been discharged
in full.
Corinna and Dionicio Martinez
810 Jackson Street
lmmokalee, FL
Folio No.
Cost:
Reference:
63854880002
$1,113.46
OSM #2006081090
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Corinna and Dionicio Martinez, and consents to this
lien being discharged of record.
Dated this :2..7 day of ~ <....tJ
,2007.
By:
Attest os tc j Ola ll'ir.&/l
signature on1-
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
d~
:;:....?c- t, '.-
By: I" ";'~'
JA S COLETTA, CHAIRMAN
Approved as to form and
legal sufficiency:
Jef 'ght
Assi t nt County Attorney
This instrument prepared by:
Jetf E. Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 301
Naples, Florida 34104
(239) 213-2939
*** 3994937 OR: 4205 PG: 0311 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/30/2007 at 08:36AM DWIGHT E, BROCK, CLERK
REC FEE 10.00
COPIES 1.00
Retn:
CLERK TO THE BOARD
INTEROFFICE 4TH FLOOR
EXT 7240
16 A3
,~
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Order of the Special
Master dated March 3, 2006, a certified copy of which was recorded on March 20, 2006,
in OR Book 4001, Page 0306 of the Public Records of Collier County, Florida, against
the following described real property, and all other real and personal property located in
Collier County, owned by Ernest N. Freeman, Jr., has been discharged in full:
Ernest N. Freeman, Jr
101 Eustis Avenue
Immokalee, Fl
Folio No.
Cost:
Reference:
00132800000
Cost waived
OSM #200512065
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Ernest N. Freeman, Jr., and consents to this lien being
di scharged of record.
Dated this .;l f day of ~J...J
,2007.
ATTEST:. '.
DWIGHT E. BROCK, Clerk
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
/! i
rdi/; .I' 1'~ /
By:&V'l~~~:W
JA! S COLETTA, CHAIRMAN
~....
::}Y:, ~";.,;,.,,.. puty Clerk
~ ' , "; ',,, ,-, -', <, tj\. ,
... ".~ 1;,"~ ;j',l.:' (,)
Approved as to form and
legal sufficiency:
ri t
t County Attorney
This instrument prepared by:
Jeff E. Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 301
Naples. Florida 34104
(239) 2 I 3-2939
*** 3994938 OR: 4205 PG: 0312 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/30/1007 at 08:36AM DWIGHT E. BROCK, CLERK
REC FEE 10.00
COPIES 1.00
Retn:
CLERK TO THE BOARD
INTEROFFICE 4TH FLOOR
EIT 7140 16 ,~3
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Order of the Special
Master dated July 7, 2006, a certified copy of which was recorded on July 21, 2006, in
O.R. Book 4076, Page 0660 of the Public Records of Collier County, Florida, against the
following described real property, and all other real and personal property located in
Collier County, owned by Francisco Rios, has been discharged in full.
Francisco Rios
308 Tamiami Lane
Naples, Fl
Folio No.
Cost:
Reference:
74412000006
$159.94
OSM #2006030178
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Francisco Rios, and consents to this lien being
discharged of record.
Dated this ~f dayof ~~J
,2007.
ATTEST: '
DWIGmE.BROGK, Glerk
BOARD OF COUNTY COMMISSIONERS
GOll.IER COUNTY, FLORIDA
BY~~
JA S COLETTA, CHA MAN
~~~.
By: -' .
C';,.' . ,. , uty Clerk
!7': . ,'~ ;J;-.: (;~,: '. I . ',,-
Approved as to form and
legal sufficiency:
This instrument prepared by:
Jeff E. Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 301
Naples, Florida 34104
(239) 213-2939
*** 3994939 OR: 4205 PG: 0313 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
OJ/JO/2007 at 08:J6AM DWIGHT E, BROCK, CLERK
REC FEE
coms
10.00
1.00
Retn:
CLERK TO THE BOARD
INTEROFFICE 4TH FLOOR
EXT 7240
16 A3 "'1
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Order of the Special
Master dated March 3, 2006, a certified copy of which was recorded on March 20, 2006,
in O.R. Book 4001, Page 0304 of the Public Records of Collier County, Florida, against
the following described real property, and all other real and personal property located in
Collier County, owned by Ernest N. Freeman, Jr., has been discharged in full:
Ernest N. Freeman, Jr
101 Eustis A venue
Immokalee, Fl
Folio No.
Cost:
Reference:
00132800000
$172.62
OSM #2005120339
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Ernest N. Freeman, Jr., and consents to this lien being
discharged of record.
Dated this ~ 1 day of ~/
,2007.
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
/2 / .,
~.. ~47~
By",:--;\, .~
. JA S COLET A, C~" MAN
Approved as to form and
legal sufficiency:
.
This instrument prepared by:
JelT E. Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 301
Naples. Florida 34104
(239) 213-2939
*** 3994940 OR: 4205 PG: 0314 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/30/2007 at 08:36AM DWIGHT E. BROCK, CLERK
REC FEE
COPIBS
10.00
1.00
Retn:
CLERK TO THE BOARD
INTEROFFICE 4TH FLOOR
EXT 7240
16 i~3
,
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Order of the Special
Master dated March 3, 2006, a certified copy of which was recorded on March 20, 2006,
in O.R. Book 4001, Page 0304 of the Public Records of Collier County, Florida, against
the following described real property, and all other real and personal property located in
Collier County, owned by Ernest N. Freeman, Jr., has been discharged in full:
Ernest N. Freeman, Jr
101 Eustis Avenue
lmmokalee, FI
Folio No.
Cost:
Reference:
00132800000
$184.10
OSM #2005120264
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Ernest N. Freeman, Jr., and consents to this lien being
discharged of record.
Dated this d..i day of ~
,2007.
",',.! ..,.
ATTE~'f: . .
DWIGHT.IE.'BIWCK,C lerk
, . " .
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLQRIDA
.)~..~/
/ .'. 1,,,%
;""'>'.' ~4f_'~ '
?-~"tP'7.J .
JAMES COLETTA, CHAIRMAN
By:
('t. 4\: ,- .,.,~
li)~ilij~urt) on):;
Approved as to form and
legal sufficiency:
This instrument prepared by:
Jeff E. Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 301
Naples, Florida 34104
(239) 213-2939
*** 3994941 OR: 4205 PG: 0315 ***
RBCORDBD in OFFICIAL RBCORDS of COLLIBR COUNTY, FL
03/30/1001 at 08:36AM DWIGHT B. BROCK, CLBRK
RBC FBB
coms
10.00
1.00
Retn:
CLBRK TO THB BOARD
INTBROFFICB 4TH FLOOR
BXT 1140
16A3
~
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Order of the Special
Master dated January 19, 2007, a certified copy of which was recorded on January 25,
2007, in O.R. Book 4174, Pages 0007-0008 of the Public Records of Collier County,
Florida, against the following described real property, and all other real and personal
property located in Collier County, owned by Vito and Maria Trupiano, has been
discharged in full.
Vito and Maria Trupiano
695 Pine Crest Lane
Naples, Fl
Folio No.
Cost:
Reference:
65770760000
$255.00
OSM #2005080568
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Vito and Maria Trupiano, and consents to this lien
being discharged of record.
Datedthis :<'1 day of ~
,2007.
.' ,
ATTEST:,'" .'
DWIGH;t E"BROCK, CI,;rk
~'--:-~A,,~~::'
By: t/:~ .
" .. . .,' .'..! . .' ....... " ty Clerk
BOARD OF COUNTY COMMISSIONERS
COllIER COUNTY, FLORIDA
~
4/~
C4,
By: .' -', 'I
J S COLE ~MAN
Approved as to form and
legal sufficiency:
I
ri
County Attorney
This instrument prepared by:
Jeff E. Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 301
Naples, Florida 341 04
(239) 213-2939
*** 3994942 OR: 4205 PG: 0316 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/30/1007 at 08:36AM DWIGHT E. BROCK, CLERK
REC FEE
COPIES
10.00
1.00
Retn:
CLERK TO THE BOARD
INTEROFFICE 4TH FLOOR
m 7140
16 A3
1
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Order of the Special
Master dated January 19, 2007, a certified copy of which was recorded on January 25,
2007 in OR Book 4174, Pages 0001-0002, of the Public Records of Collier County,
Florida, against the following described real property, and all other real and personal
property located in Collier County, owned by Rony and Jean Sagesse, has been
discharged in full.
Rony and Jean Sagesse
5322 Coronado Parkway
Golden Gate
Naples, FI
Folio No.
Cost:
Reference:
36317120003
$255.00
OSM #2006040628
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Rony and Jean Sagesse and consents to this lien being
discharged of record.
Dated this .:1.1 day of ~.LJ
,2007.
ATTEST; ..,:'
DWIGHT"E. BROCK' Clerk
~~
. ", ':,. >, eputy Clerk
',-1 -, .
--
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By:
;;" L
,/
/"
(".,,_",f ~
".~ : ,.....","1":1 _',
-l'~--j;;~-"-,,
JA
COLETTA, C A
Approved as to form and
legal sufficiency:
I'"
This instrument prepared by:
Jeff E. Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 301
Naples. Florida 34104
(239) 213-2939
*** 3994943 OR: 4205 PG: 0317 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/30/2007 at 08:36AM DWIGHT E. BROCK, CLERK
REC FEE 10.00
COPIES 1.00
Retn:
CLERK TO THE BOARD
INTEROFFICE 4TH FLOOR
EXT 7240
16 A3
RELEASE AND SATISFACTION OF LIENS
This is to certify that the claims of lien arising out of Board of County
Commissioners Resolution Nos. 2002-169 and 2002-170, both of which were passed and
adopted on April 9, 2002, and recorded in O.R. Book 3027, at Pages 2697 and 2699,
respectively, on April 30, 2002 of the Public Records of Collier County, Florida, against
the following described real property, and all other real and personal property located in
Collier County, owned by H. Javier and Sherry L. Castano, has been discharged in full.
H. Javier and Sherry L. Castano
6461llth AvenueN.
Naples, Fl
Folio Nos.
Cost total:
Reference:
62570970006 and 62570980009
$703.34
Resolution Nos. 2002-169 and 2002-170
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by by H. Javier and Sherry L. Castano, and consents to
this lien being discharged of record.
Dated this ~l day of ~
,2007.
ATTE&Til' [;D~i?'1l .
" ...... ".;:-
DWlGHT.E. BR.OC~Clerk
,.
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By:
JA
Approved as to form and
legal sufficiency:
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP 16 A
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO 11 d
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNA TU}ffi ,'T
Print Oil pink paper. Attach to orig.inal document Original documems should be hand delivered to the Bomd (>nice rhe completed routing slip and original
documents are to be forwarded to the Board Office only aftl'f the Board has taken action on the item.)
ROUTING SLIP
Complete routing lines #1 through #4 as ilppropriate for additional signatures. dates. and/or information needed lftlu: document is already complete with the
exec lion of the Chaimlan's sionatun:. dmw a line through muting lines # [through #4, com lete the checklist and forward to Sue Filson (line #5)
Route to Addressee(s)
(List in roulln order)
I. Michelle Arnold
Office
Code Enforcement
Initials
~
Date
03/J:f07
:: In/tl
?:r 2- / -~ 7
(The primary contact is the holder ortnc original document pending Bce approval Normally the primary contact IS the person who created/prepared the executive
summary. Primary contact information is needed in the event one of the addressees ahove, includ1l1g Sue Filson. need fll contact staff for additional or missing
information ^II original documents needing the BCC Chairman's slgnalure are to he delivered to the Bee office only LlHer the Bee has acted to approve the
item)
2. Jeff Wright
County Attorney
Name of Primary Staff Michelle Arnold Phone Number 403-24 I 3
Contact
Agenda Date Item was 3-;).-"7-01 Agenda Item Number 16A4
Aooroved by the BCC
Type or Document Satisfaction of Lien Number of Original 2
Attached Documents Attached
3. Joe Schmitt
CDES
Yes
(Initial)
MEA
~.
MEA
MEA
"'0; .
I Forms/ County Fomlsi Bee Forms/ Original Documents Routing Slip \\/\\'S Original 90304. Revised I 26,()5, Revised 224.05
4.~ $::~
C b~S - ~
5. Sue Filson, Executive Manager
Board of County Commissioners
6. Minutes and Records
Clerk of Courf s Office
PRIMARY CONTACT INFORMATION
I.
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark ""N/A" in the Not Applicable column, whichever is
appro riate.
Original document has been signed/initialed for legal sufficiency. (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office of the County Attorney'. This includes signature pages from ordinances.
resolutions, etc. signed by the County Attorney's Office and signature pages from
contracts, agreements, etc. that have been fully executed by all parties except the BCe
Chairman and Clerk to the Board and ossibly State Officials.)
All handwritten strike-through and revisions have been initialed by the County Attorney's
Office and all other parties except the BCC Chairman and the Clerk to the Board
The Chainnan's signature line date has been entered as the date ofBeC approval of the
document or the final negotiated contract date whichever is applicable.
"Sign here'" tabs are placed on the appropriate pages indicating where the Chairman's
signature and initials are required.
In most cases (some contracts arc an exception), the original document and this routing slip
should be provided to Sue Filson in the BeC office within 24 hours of Bec approval.
Some documents are time sensitive and require forwarding to Tallahassee vvithin a certain
time frame or the BCe's actions are nullified. Be aware of your deadlines!
The document was approved by the BCC on ':i -.2.1-07 (enter date) alld all changes
made during the meeting have been incorporated in the attached document. The
Count' Attorneyls Office has reyiewed the chan es. if a Iicable.
2.
,
.,.
4.
5.
6.
N/A(Not
Ap licable)
N/A
Prepared by:
Robert Zachary
Assistant County Attorney
Office of County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994641 OR: 4204 PG: 3574 ***
RBCORDBD in OFFICIAL RBCORDS of COLLIBR COUNTY, FL
03/29/2001 at 02:23PM DWIGHT B, BROCK, CLBRK
RBC m 10.00
coms LOO
Retn:
CLBRK TO THB BOARD
INTBROFFICB 4TH FLOOR
BIT 1240
161\4
SATISFACTION OF NOTICE OF PROMISE TO PAY AND AGREEMENT TO
EXTEND PAYMENT OF WATER ANDIOR SEWER SYSTEM IMPACT FEE
KNOW ALL MEN BY THESE PRESENTS: That the BOARD OF COUNTY
COMMISSIONERS, COLLIER COUNTY, FLORIDA, AS THE GOVERNING BODY OF
COLLIER COUNTY AND AS EX-OFFICIO THE GOVERNING BOARD OF THE
COLLIER COUNTY WATER-SEWER DISTRICT, was the owner and holder of a certain
Agreement with the following:
Leo M Armstrong and Linda L Armstrong, Husband and Wife
Whose mailing address is
201 Grassy Key Lane
Naples, FI 34114-8404
Bearing the date of the 18th day of August 1999, recorded in Official Record Book
2582 Page(s) 2947, in the Office of the Clerk of the Circuit Court of Collier County, State of
Florida, which Agreement imposes a lien on the subject real property. The Lien secures
the principal sum of One Thousand One Hundred Eighty Dollars and No Cents ($1,180.00)
plus accrued interest and penalties, if any, and imposes certain obligations against real
property situated in Collier County, Florida, described as follows:
UNIT 172, WEST WIND MOBILE HOME ESTATES, A CONDOMINIUM,
ACCORDING TO THE DECLARATION OF CONDOMINIUM THEREOF
RECORDED IN OR, BOOK 630, PAGES 1883-1912, INCLUSIVE, PUBLIC
RECORDS OF COLLIER COUNTY, FLORIDA TOGETHER WITH A 1976 CHAT
MOBILE HOME I.D. #44134A AND 1976 CHAT MOBILE HOME I.D. #44134B
FOLIO NUMBER: 81626880005
Collier County, a political subdivision of the State of Florida, and the Collier
County Water-Sewer District, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels the Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of Lien
in the Official Records of Collier County, Florida, to acknowledge that the Lien ceases to
exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier County,
Florida, and as Ex-Officio the Governing Board of the Collier County Water-Sewer
District, acting through its Chairman, directs execution and recording of this Satisfaction
of Lien, by action of the Board this 0/'1 day of m /fI<C If ,2007.
ATTEST:
DWIGHT E. BROCK, CLERK
~v:.
Attest as to Cha l~
sfgnature onl~
Approved as to form and legal
suffi .
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA, AS THE
GOVERNING BODY OF COLLIER
COUNTY AND AS EX-OFFICIO THE
GOVERNING BOARD OF THE COLLIER
COUNTY WATER-SEWER DISTRICT
~---/
~ ~4'/
~." .-. /'-
8:. ~._ '~-'':'''''''':, ,~~
JAME OLETT~,j~
David C. eigel
County Attorney
Prepared by:
Robert Zachary
Assistant County Attorney
Office of County Attorney
3301 East Tarniami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994642 OR: 4204 PG: 3575 ***
RBCORDBD in OffICIAL RBCORDS of COLLIBR COUNTY, fL
03/19/1007 at 01:13PM DWIGHT B. BROCK, CLBRK
RBC m 10.00
coms 1.00
Retn:
CLBRK TO THB BOARD
INTBROmCB ITH fLOOR
BXT7110
16A4
SATISFACTION OF NOTICE OF PROMISE TO PAY AND AGREEMENT TO
EXTEND PAYMENT OF WATER AND/OR SEWER SYSTEM IMPACT FEE
KNOW ALL MEN BY THESE PRESENTS: That the BOARD OF COUNTY
COMMISSIONERS, COLLIER COUNTY, FLORIDA, AS THE GOVERNING BODY OF
COLLIER COUNTY AND AS EX-OFFICIO THE GOVERNING BOARD OF THE
COLLIER COUNTY WATER-SEWER DISTRICT, was the owner and holder of a certain
Agreement with the following:
Christopher Karl Becker and Bonny Sue Becker, husband and wife
Whose rnailing address is
141 Pine Key Ln.
Naples, FL 34114
Bearing the date of the 7'h day of September 1999, recorded in Official Record
Book 2589 Pagels) 0898, in the Office of the Clerk of the Circuit Court of Collier County,
State of Florida, which Agreement imposes a lien on the subject real property. The Lien
secures the principal sum of Six Hundred Forty Five Dollars and No Cents ($645.00) plus
accrued interest and penalties, if any, and imposes certain obligations against real property
situated in Collier County, Florida, described as follows:
UNIT 25, WEST WIND MOBILE HOME ESTATES, A CONDOMINIUM, AS
MORE FULLY SHOWN IN OFFICIAL RECORDS BOOK 630, PAGES 1883
THROUGH 1932, PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA
FOLIO NUMBER: 81621000000
Collier County, a political subdivision of the State of Florida, and the Collier
County Water-Sewer District, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels the Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of Lien
in the Official Records of Collier County, Florida, to acknowledge that the Lien ceases to
exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier County,
Florida, and as Ex-Officio the Governing Board of the Collier County Water-Sewer
District, acting through its Chairman, directs execution and recording of this Satisfaction
of Lien, by actiqn of the Board this4.t...- day of m FJIlOH ,2007.
ATTEST:
DWIGHTE. BROCK, CLERK
~~
-- aChe-_ I
5 j Qnature on I .
Approved as to form and legal
suf' /I
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA, AS THE
GOVERNING BODY OF COLLIER
COUNTY AND AS EX-OFFICIO THE
GOVERNING BOARD OF THE COLLIER
COUNTY WATER-SEWER DISTRICT
d~ /,'1'/7 ~/
~(-::bdl:';;"~ I'.f-. rz:p
JAM ~ETTA, C.~~I~MAN
Ovid . eigel
County Attorney
Prepared by:
Robert Zachary
Assistant County Attorney
Office of County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994643 OR: 4204 PG: 3576 ***
RBCORDBD in OFFICIAL RBCORDS of COLLIBR COUNTY, !L
03/29/2007 at 02:23PM DWIGHT B, BROCK, CLBRK
RBC FBB 10,00
coms 1.00
Retn:
CLBRK TO THB BOARD
INTBROmCB ITH FLOOR
BIT 7210
l6A4
,I
SATISFACTION OF NOTICE OF PROMISE TO PAY AND AGREEMENT TO
EXTEND PAYMENT OF WATER AND/OR SEWER SYSTEM IMPACT FEE
KNOW ALL MEN BY THESE PRESENTS: That the BOARD OF COUNTY
COMMISSIONERS, COLLIER COUNTY, FLORIDA, AS THE GOVERNING BODY OF
COLLIER COUNTY AND AS EX-OFFICIO THE GOVERNING BOARD OF THE
COLLIER COUNTY WATER-SEWER DISTRICT, was the owner and holder of a certain
Agreement with the following:
George E. Belcher
Whose mailing address is
251 Matecumbe Lane
Naples, FI. 34114
Bearing the date of the 23th day of August 1999, recorded in Official Record Book
2584 Page(s) 0438, in the Office of the Clerk of the Circuit Court of Collier County, State of
Florida, which Agreement imposes a lien on the subject real property. The Lien secures
the principal sum of One Thousand One Hundred Eighty Dollars and No Cents ($1,180.00)
plus accrued interest and penalties, if any, and imposes certain obligations against real
property situated in Collier County, Florida, described as follows:
UNIT NO. 237, WEST WIND MOBILE HOME ESTATES, A
CONDOMINIUM AS FULLY SHOWN IN OFFICIAL RECORD BOOK 630,
PAGES 1883 THROUGH 1932, PUBLIC RECORDS OF COLLIER COUNTY,
FLORIDA, AS AMENDED; TOGETHER WITH ALL UNDIVIDED INTERESTS IN
THE COMMON ELEMENTS OR SURPLUSES ACCRUING TO BE SAID
PROPERTY.
FOLIO NUMBER: 81629480004
Collier County, a political subdivision of the State of Florida, and the Collier
County Water-Sewer District, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels the Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of Lien
in the Official Records of Collier County, Florida, to acknowledge that the Lien ceases to
exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier County,
Florida, and as Ex-Officio the Governing Board of the Collier County Water-Sewer
District, acting through its Chairman, directs execution and recording of this Satisfaction
of LieQ, 'byactibn of the Board this 01'1 day of mfJRCH ,2007.
ATTEST:
D\(VIGHT E. BROCK, CLERK
~t~ji~ ~
s 19nature anI, ..'
Approved as to form ana legal
sufficiency:
tr$3.r.:~
County Attorney
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA, AS THE
GOVERNING BODY OF COLLIER
COUNTY AND AS EX-OFFICIO THE
GOVERNING BOARD OF THE COLLIER
COUNTY WATER-SEWER DISTRICT
4."'.~N,L. -.t74,:{
V -"'~> 7 .,.",' .;7/Yrr
~., ., --p"-'
JAMES COLETTA, CHAIRMAN
Prepared by:
Robert Zachary
Assistant County Attorney
Office of County Attorney
3301 East Tarniami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994644 OR: 4204 PG: 3577 ***
RBCORDBD in OFFICIAL RBCORDS of COLLIBR COUNTY, FL
03/29/2001 at 02:23PN DWIGHT B. BROCK, CLBRK
RBC m 10.00
coms 1.00
Retn:
CLBRK TO THB BOARD
INTBROFFICB 4TH FLOOR
BXT 1240
16 II 4 11
SATISFACTION OF NOTICE OF PROMISE TO PAY AND AGREEMENT TO
EXTEND PAYMENT OF WATER AND/OR SEWER SYSTEM IMPACT FEE
KNOW ALL MEN BY THESE PRESENTS: That the BOARD OF COUNTY
COMMISSIONERS, COLLIER COUNTY, FLORIDA, AS THE GOVERNING BODY OF
COLLIER COUNTY AND AS EX-OFFICIO THE GOVERNING BOARD OF THE
COLLIER COUNTY WATER-SEWER DISTRICT, was the owner and holder of a certain
Agreement with the following:
John J Chisholm and Donna L. Chisholm, husband and wife
Whose mailing address is
POBox 897
Marshfield, Ma 02050
Bearing the date of the 27'h day of July 1999, recorded in Official Record Book
2574 Page(s) 2671, in the Office of the Clerk of the Circuit Court of Collier County, State of
Florida, which Agreement imposes a lien on the subject real property. The Lien secures
the principal sum of One Thousand One Hundred Eighty Dollars and No Cents ($1,180.00)
plus accrued interest and penalties, if any, and imposes certain obligations against real
property situated in Collier County, Florida, described as follows:
UNIT # G-102, GULF WINDS EAST, A CONDOMINIUM ACCORDING TO
THE DECLARATION OF CONDOMINIUM, AS RECORDED IN OFFICIAL
RECORDS BOOK508, PAGES 165-225 & SURVEYORS CERT. & OTHER
AMENDMENTS THERETO, OF THE PUBLIC RECORDS OF COLLIER
COUNTY, FLORIDA, AND ANY AMENDMENTS THERETO, TOGETHER WITH
AN UNDIVIDED INTEREST IN THE COMMON ELEMENTS APPURTENANT
THERETO, MORE PARTICULARLY DELINEATED IN THE DECLARATION OF
CONDOMINIUM.
FOLIO NUMBER: 48484880002
Collier County, a political subdivision of the State of Florida, and the Collier
County Water-Sewer District, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels the Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of Lien
in the Official Records of Collier County, Florida, to acknowledge that the Lien ceases to
exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier County,
Florida, and as Ex-Officio the Governing Board of the Collier County Water-Sewer
District, acting through its Chairman, directs execution and recording of this Satisfaction
of Lien, by adidn of the Board this &7 day of 1nf1I?CH , 2007.
ATTEST:
~CK,CLERK
_ n to """~
signature on1, .'
Approved as to form and legal
SUffi,~~
~;d .- "gel
County Attorney
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA, AS THE
GOVERNING BODY OF COLLIER
COUNTY AND AS EX-OFFICIO THE
GOVERNING BOARD OF THE COLLIER
COUNTY WATER-SEWER DISTRICT
4,,<-Ui1i
JA~coU:-iIK 6-1A~ AN
Prepared by:
Robert Zachary
Assistant County Attorney
Office of County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994645 OR: 4204 PG: 3578 ***
RECORDED in OFFICIAL RECORDS of COLLIBR COUNTY, FL
03/29/2007 at 02:23PM DWIGHT E, BROCK, CLERK
REC PER 10,00
coms LOO
Retn:
CLERK TO THE BOARD
INTEROFFICE 4TH FLOOR
BIT 7240
16A4
-
SATISFACTION OF NOTICE OF PROMISE TO PAY AND AGREEMENT TO
EXTEND PAYMENT OF WATER AND/OR SEWER SYSTEM IMPACT FEE
KNOW ALL MEN BY THESE PRESENTS: That the BOARD OF COUNTY
COMMISSIONERS, COLLIER COUNTY, FLORIDA, AS THE GOVERNING BODY OF
COLLIER COUNTY AND AS EX-OFFICIO THE GOVERNING BOARD OF THE
COLLIER COUNTY WATER-SEWER DISTRICT, was the owner and holder of a certain
Agreement with the following:
Judy Lynn Howard, daughter and residual beneficiary
Whose mailing address is
128 Price Street
Naples, FI 34113
Bearing the date of the 21 st day of November 2003, recorded in Official Record
Book 3448 Page(s) 2691, in the Office of the Clerk of the Circuit Court of Collier County,
State of Florida, which Agreement imposes a lien on the subject real property. The Lien
secures the principal sum of Two Thousand Six Hundred Forty Five Dollars and No Cents
($2,645.00) plus accrued interest and penalties, if any, and imposes certain obligations
against real property situated in Collier County, Florida, described as follows:
THE EAST % OF SOUTHEAST 'I. OF NORTHEAST V. OF NORTHEAST
V. OF SECTION 4, TOWNSHIP 51 SOUTH, RANGE 26 EAST, COLLIER
COUNTY, FLORIDA, LESS THE NORTH 30 FEET FOR RIGHT-OF-WAY,
FOLIO NUMBER: 00729880006
Collier County, a political subdivision of the State of Florida, and the Collier
County Water-Sewer District, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels the Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of Lien
in the Official Records of Collier County, Florida, to acknowledge that the Lien ceases to
exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier County,
Florida, and as Ex-Officio the Governing Board of the Collier County Water-Sewer
District, acting through its Chairman, directs execution and recording of this Satisfaction
of Lien,bYaction of the Board this di'7 day of /Y}f1i<eH ,2007.
ATTEST: .
~~
Attest astG, ..
sf onllturt!. 00 I S
Approvea as t~ form and legal
sufficiency:
~-7
,~Z5::/
ti County Attorney
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA, AS THE
GOVERNING BODY OF COLLIER
COUNTY AND AS EX-OFFICIO THE
GOVERNING BOARD OF THE COLLIER
COUNTY WATER-SEWER DISTRICT
t/} /#/./
~~~.>1 ~.iKft~
JA~ H~.,. N
Prepared by:
Robert Zachary
Assistant County Attorney
Office of County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
3994646 OR: 4204 PG: 3579
RBCORDBD in OFFICIAL RBCORDS of COLLIBR COUNTY, FL
03/29/2007 at 02:23PM DWIGHT B, BROCK, CLBRK
RBC m 18.50
coms 2.00
Retn:
CLBRK TO THB BOARD
INTBROmCB !TH FLOOR
BIT 72! 0
.lie, t: A C~l
SATISFACTION OF NOTICE OF PROMISE TO PAY AND AGREEMENT TO
EXTEND PAYMENT OF WATER AND/OR SEWER SYSTEM IMPACT FEE
KNOW ALL MEN BY THESE PRESENTS: That the BOARD OF COUNTY
COMMISSIONERS, COLLIER COUNTY, FLORIDA, AS THE GOVERNING BODY OF
COLLIER COUNTY AND AS EX-OFFICIO THE GOVERNING BOARD OF THE
COLLIER COUNTY WATER-SEWER DISTRICT, was the owner and holder of a certain
Agreement with the following:
JAY W KOWALSKI AND SANDRA KOWALSKI,
HUSBAND AND WIFE
Whose mailing address is
6123 DELLWOOD DR
TOLEDO, OHIO 43613
Bearing the date of the 181h day of August 1999, recorded in Official Record Book
2582 Page(s) 2977, in the Office of the Clerk of the Circuit Court of Collier County, State of
Florida, which Agreement imposes a lien on the subject real property. The Lien secures
the principal sum of One Thousand One Hundred Eighty Dollars and No Cents ($1,180.00)
plus accrued interest and penalties, if any, and imposes certain obligations against real
property situated in Collier County, Florida, described as follows:
UNIT E-101, GULF WINDS EAST, A CONDOMINIUM, AS RECORDED IN
CONDOMINIUM PLAT BOOK 4, AT PAGES 153-154, OF THE PUBLIC
RECORDS OF COLLIER COUNTY, FLORIDA. TOGETHER WITH THE PRO
RATA INTEREST AND LIMITED COMMON ELEMENTS APPURTENANT
THERETO, MORE PARTICULARLY DELINEATED AND IDENTIFIED IN THE
DECLARATION OF CONDOMINIUM OF GULF WINDS EAST, A
CONDOMINIUM, AS RECORDED IN OFFICIAL RECORDS BOOK 508, AT
PAGES 165 AND 224, INCLUSIVE, AS COMPLETELY AMENDED IN OFFICIAL
RECORD BOOK 939, PAGES 1170 THROUGH 1236, AND THE FINAL
SURVEYOR'S CERTIFICATE AS RECORDED IN OFFICIAL RECORDS BOOK
942 PAGES 52 THROUGH 56, OF THE PUBLIC RECORDS OF COLLIER
COUNTY, FLORIDA.
FOLIO NUMBER: 48483160008
Collier County, a political subdivision of the State of Florida, and the Collier
County Water-Sewer District, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels the Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of Lien
in the Official Records of Collier County, Florida, to acknowledge that the Lien ceases to
exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier County,
Florida, and as Ex-Officio the Governing Board of the Collier County Water-Sewer
District, acting through its Chairman, directs execution and recording of this Satisfaction
of Lien, by action of the Board this&' 7 day of /iJIlI?CH ,2007.
*** OR: 4204 PG: 3580 ***
,/"
c~. Mf
. .. I. I.. "
. " . ~ " . ; . i,. . ,.
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA, AS THE
GOVERNING BODY OF COLLIER
COUNTY AND AS EX-OFFICIO THE
GOVERNING BOARD OF THE COLLIER
COUNTY WATER-SEWER DISTRICT
I _,J
~~
ATTEST:
DWIGHT E. ROCK;CLERK
134'
,'l.:":~~....i~" !1", '-~'f"'_' 11
i...kW......,. ..,s ....~) ,'t.l -~"JCl lZ
sionatw<t C'c'~~ .
Approved as to form and legal
suf' .
...-------?
t'Z / 1P/I~!'
~ /,-.:..1!l,:.4f;'~''''''
JAMES:. OL~~~,tH'AI~i:r:
Prepared by:
Robert Zachary
Assistant County Attorney
Office of County Attorney
3301 East Tarniami Trail
Naples, Florida 34112
(239) 774-8400
3994647 OR: 4204 PG: 3581
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/29/2D01 at 02:23PM DWIGHT E. BROCK, CLERK
REC FBB 18.50
COPIBS 2,00
Retn:
CLERK TO THE EOARD
INTEROFFICE 4TH FLOOR
BIT 1240
16 A4
j
SATISFACTION OF NOTICE OF PROMISE TO PAY AND AGREEMENT TO
EXTEND PAYMENT OF WATER ANDIOR SEWER SYSTEM IMPACT FEE
KNOW ALL MEN BY THESE PRESENTS: That the BOARD OF COUNTY
COMMISSIONERS, COLLIER COUNTY, FLORIDA, AS THE GOVERNING BODY OF
COLLIER COUNTY AND AS EX-OFFICIO THE GOVERNING BOARD OF THE
COLLIER COUNTY WATER-SEWER DISTRICT, was the owner and holder of a certain
Agreement with the following:
IRVING L. LARSON AND VIOLET H. LARSON
HUSBAND AND WIFE
Whose mailing address is
2406 SO. 7TH AVE.
NORTH RIVERSIDE, IL 60546
Bearing the date of the 23RD day of AUGUST 1999, recorded in Official Record
Book 2584 Page(s) 0423, in the Office of the Clerk of the Circuit Court of Collier County,
State of Florida, which Agreement imposes a lien on the subject real property. The Lien
secures the principal sum of Six Hundred Forty Five Dollars and No Cents ($645.00) plus
accrued interest and penalties, if any, and imposes certain obligations against real property
situated in Collier County, Florida, described as follows:
DESCRIPTION OF LOT 10,/BLOCK F, RIVERWOOD UNIT NO.3 AN
UNRECORDED SUBDIVISION. COMMENCE AT THE SOUTHEAST
CORNER OF LOT 9, BLOCK 0, RIVERWOOD UNIT NO.2 AS
RECORDED IN PLAT BOOK 10, PAGE 90 OF THE PUBLIC RECORDS
OF COLLIER COUNTY, FLORIDA, RUN SOUTH 000 39' 34" WEST 60.00
FEET; THENCE SOUTH 890 20' 26" EAST 550.00 FEET ALONG THE
SOUTH BOUNDARY OF ROOKERY ROAD TO THE POINT OF
BEGINNING; THENCE CONTINUE SOUTH 890 20' 26" EAST 60.00
FEET; THENCE SOUTH 000 39' 34" WEST 110.00 FEET; THENCE
NORTH 890 20' 26" WEST 60.00 FEET; THENCE NORTH 000 39' 34"
EAST 110.00 FEET TO THE POINT OF BEGINNING. THE SOUTHERLY
10.00 FEET RESERVED FOR A UTILITY EASEMENT.
ALSO INCLUDED IS A 1975 SKYLINE MOBILE HOME (12' x 60'),
10# 0161170J, TITLE# 10788493.
FOLIO NUMBER: 00734520005
Collier County, a political subdivision of the State of Florida, and the Collier
County Water-Sewer District, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels the Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of Lien
in the Official Records of Collier County, Florida, to acknowledge that the Lien ceases to
exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier County,
Florida, and as Ex-Officio the Governing Board of the Collier County Water-Sewer
District, acting through its Chairman, directs execution and recording of this Satisfaction
of Lien, by action of the Board this ,;)'1 day of mil RCH ,2007.
"
*** OR: 4204 PG: 3582 ***
A'.i .
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA, AS THE
GOVERNING BODY OF COLLIER
COUNTY AND AS EX-OFFICIO THE
GOVERNING BOARD OF THE COLLIER
COUNTY WATER-SEWER DISTRICT
'\l.';
ATTEST:
DWIGHT E. BROCK; CLERK
~~
signature o'nl
~~lof"m,"~,
/ /
f D vid C. elgel
County Attorney
/( . /,&-1 K
~;!dy:1-{s.;.?;;f'"
JAMEs::60LETTA, CHAIRMAN
Prepared by:
Robert Zachary
Assistant County Attorney
Office of County Attorney
3301 East Tarniami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994648 OR: 4204 PG: 3583 ***
RBCORDBD in OFFICIAL RBCORDS of COLLIBR COUNTY, FL
03/29/2001 at 02:23PM DWIGHT B. BROCK, CLBRK
RBC m 10.00
coms 1.00
Retn:
CLBRK TO THB BOARD
INTBROmCB 4TH nOOR
mmo
16A4
4
SATISFACTION OF NOTICE OF PROMISE TO PAY AND AGREEMENT TO
EXTEND PAYMENT OF WATER AND/OR SEWER SYSTEM IMPACT FEE
KNOW ALL MEN BY THESE PRESENTS: That the BOARD OF COUNTY
COMMISSIONERS, COLLIER COUNTY, FLORIDA, AS THE GOVERNING BODY OF
COLLIER COUNTY AND AS EX-OFFICIO THE GOVERNING BOARD OF THE
COLLIER COUNTY WATER-SEWER DISTRICT, was the owner and holder of a certain
Agreement with the following:
Robert H Lohnes and Linda G Lohnes, husband and wife
Whose mailing address is
37 Meadow Ln Apt 1
Bridgewater, Ma 02324
Bearing the date of the 15th day of September 1999, recorded in Official Record
Book 2592 Pagels) 0709, in the Office of the Clerk of the Circuit Court of Collier County,
State of Florida, which Agreement imposes a lien on the subject real property. The Lien
secures the principal sum of One Thousand One Hundred Eighty Dollars and No Cents
($1,180.00) plus accrued interest and penalties, if any, and imposes certain obligations
against real property situated in Collier County, Florida, described as follows:
THAT CERTAIN CONDOMINIUM PARCEL COMPOSED OF APARTMENT 101,
BUILDING A, GULF WINDS EAST, UNIT NO.1, AND TOGETHER WITH AN
UNDIVIDED SHARE IN THE COMMON ELEMENTS APPURTENANT THERETO
ACCORDING TO THE DECLARATION OF CONDOMINIUM AS RECORDED IN
OFFICIAL RECORD BOOK 508, PAGES 165 THROUGH 224, PUBLIC
RECORDS OF COLLIER COUNTY, FLORIDA, AND AS MAY BE AMENDED.
FOLIO NUMBER: 48480040008
Collier County, a political subdivision of the State of Florida, and the Collier
County Water-Sewer District, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels the Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of Lien
in the Official Records of Collier County, Florida, to acknowledge that the Lien ceases to
exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier County,
Florida, and as Ex-Officio the Governing Board of the Collier County Water-Sewer
District, acting through its Chairman, directs execution and recording of this Satisfaction
of Lien, by action of the Board this &' 1 day of mEI?CH ,2007.
ATTEST! ..
DWI<3HT E. BROCK, CLERK
, LA
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA, AS THE
GOVERNING BODY OF COLLIER
COUNTY AND AS EX-OFFICIO THE
GOVERNING BOARD OF THE COLLIER
COUNTY WATER-SEWER DISTRICT
on I.'
Approved as to form and legal
sufficieflcy:
~r~
6NV David C. Igel
County Attorney
/J /~"d?' A/
;::.,.-"'1 ' , .'\"
/ ..>C"r., ..1:_J;:;,"'''''
/C'~--'" .7 '~,"'(.}Pf'
JAM~ COLEH A, CHAI~MAN
Prepared by:
Robert Zachary
Assistant County Attorney
Office of County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994649 OR: 4204 PG: 3584 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/29/2001 at 02:23PM DWIGHT E. BROCK, CLBRK
REC PBB 10.00
coms 1.00
Retn:
CLERK TO THE BOARD
INTEROFFICE 4TH FLOOR
mmo
J,V A,
'';
SATISFACTION OF NOTICE OF PROMISE TO PAY AND AGREEMENT TO
EXTEND PAYMENT OF WATER AND/OR SEWER SYSTEM IMPACT FEE
KNOW ALL MEN BY THESE PRESENTS: That the BOARD OF COUNTY
COMMISSIONERS, COLLIER COUNTY, FLORIDA, AS THE GOVERNING BODY OF
COLLIER COUNTY AND AS EX-OFFICIO THE GOVERNING BOARD OF THE
COLLIER COUNTY WATER-SEWER DISTRICT, was the owner and holder of a certain
Agreement with the following:
Robert Mello and Beverly Mello, husband and wife
Whose mailing address is
POBox 19306
Johnston, RI 02919
Bearing the date of the 27'h Day of July 1999, recorded in Official Record Book
2574 Pagels) 2681, in the Office of the Clerk of the Circuit Court of Collier County, State of
Florida, which Agreement imposes a lien on the subject real property. The Lien secures
the principal sum of One Thousand One Hundred Eighty Dollars and No Cents ($1,180.00)
plus accrued interest and penalties, if any, and imposes certain obligations against real
property situated in Collier County, Florida, described as follows:
THAT CERTAIN CONDOMINIUM PARCEL COMPOSED OF
APARTMENT B-303 OF UNIT NO.1, TOGETHER WITH AN UNDIVIDED SHARE
IN THE COMMON ELEMENTS APPURTENANT THERETO, IN ACCORDANCE
WITH, AND SUBJECT TO THE PROVISIONS OF THE DECLARATION OF
CONDOMINIUM OF GULF WINDS EAST, UNIT 1, AS RECORDED IN OR
BOOK 508, AT PAGES 165 THROUGH 225, OF THE PUBLIC RECORDS OF
COLLIER COUNTY, FLORIDA.
FOLIO NUMBER: 48481320002
Collier County, a political subdivision of the State of Florida, and the Collier
County Water-Sewer District. a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels the Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of Lien
in the Official Records of Collier County, Florida, to acknowledge that the Lien ceases to
exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier County,
Florida, and as Ex-Officio the Governing Board of the Collier County Water-Sewer
District, ~in9 through its Chairman, directs execution and recording of this Satisfaction
of Lierr;'by action of the Board this Cl'1 day of /lJ/tA(!H ,2007.
ATTEST:.' .
-" '-
DW!""HT E. BROCK, CLERK
..~L/~~
,...; '.0'.' ',. . 'to C'l1l'l"1l!. !
$';(:n:~ti,;re c:ll ~
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA, AS THE
GOVERNING BODY OF COLLIER
COUNTY AND AS EX-OFFICIO THE
GOVERNING BOARD OF THE COLLIER
COUNTY WATER-SEWER DISTRICT
t<{v.//e.~,~(
JA~~T~~~~~~AN
Approved as to form and legal
sufficiency: ~
~/
vvf)avid C. e1gel
11 County Attorney
Prepared by:
Robert Zachary
Assistant County Attorney
Office of County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
SATISFACTION OF NOTICE OF PROMISE TO PAY AND AGREEMENT TO
EXTEND PAYMENT OF WATER AND/OR SEWER SYSTEM IMPACT FEE
*** 3994650 OR: 4204 PG: 3585 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/29/2007 at 02:23PM DWIGHT E. BROCK, CLERK
REC m 10.00
coms 1.00
16A4 .~
Retn:
CLERK TO THE BOARD
INTBROFFICB 4TH FLOOR
mmo
KNOW ALL MEN BY THESE PRESENTS: That the BOARD OF COUNTY
COMMISSIONERS, COLLIER COUNTY, FLORIDA, AS THE GOVERNING BODY OF
COLLIER COUNTY AND AS EX-OFFICIO THE GOVERNING BOARD OF THE
COLLIER COUNTY WATER-SEWER DISTRICT, was the owner and holder of a certain
Agreement with the following:
Joseph Edward Ruppert, A Single Person
Whose mailing address is
13 Grosbeak Ln
Naples, FI. 34114
Bearing the date of the 7'h day of September 1999, recorded in Official Record
Book 2589 Page(s) 0878, in the Office of the Clerk of the Circuit Court of Collier County,
State of Florida, which Agreement imposes a lien on the subject real property. The Lien
secures the principal sum of One Thousand One Hundred Eighty Dollars and No Cents
($1,180.00) plus accrued interest and penalties, if any, and imposes certain obligations
against real property situated in Collier County, Florida, described as follows:
UNIT NO. 13, OF QUAIL ROOST, UNIT 1, A CONDOMINIUM,
ACCORDING TO THE DECLARATION OF CONDOMINIUM, RECORDED IN
OFFICIAL RECORDS BOOK 980, PAGES 1634 THROUGH 1723, INCLUSIVE,
OF THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA, TOGETHER
WITH ALL APPURTENANCES THERETO ACCORDING TO SAID
DECLARATION AND SUBJECT TO ALL PROVISIONS OF SAID
DECLARATION, TOGETHER WITH ANY AMENDMENTS, TO DATE, THERETO.
ALSO, AN UNDIVIDED 1/62nd INTEREST IN THE LANDS, WHICH
INTEREST SHALL HEREAFTER BE DEEMED AN APPURTENANCE TO SAID
UNIT AND SHALL NOT BE SUBJECT TO PARTITION, OR CONVEYANCE,
SEPARATE FROM SAID UNIT.
TOGETHER WITH A 1984 FLEETWOOD BROOKFIELD 26 X 40 MOBILE
HOME, SERIAL NUMBER FLFL2A&B E043205459 INCLUDING ALL
ATTACHMENTS AND IMPROVEMENTS THEREOF.
FOLIO NUMBER: 68890520004
Collier County, a political subdivision of the State of Florida, and the Collier
County Water-Sewer District, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels the Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of Lien
in the Official Records of Collier County, Florida, to acknowledge that the Lien ceases to
exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier County,
Florida, and as Ex-Officio the Governing Board of the Collier County Water-Sewer
District, .a~~8grlprough its Chairman, directs execution and recording of this Satisfaction
of Lien, 'by. acli9h,of the Board this ,517' day of m,q/?CH ,2007.
A nEST:, .
DWIGFHE. BROCK, CLERK
. .....L4
a
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA, AS THE
GOVERNING BODY OF COLLIER
COUNTY AND AS EX-OFFICIO THE
GOVERNING BoMm OFTHE COLLIER
COUNTY WATER-SEWER DISTRICT
d .//~~.~
JAM~~~[~'t:;;~~;:~
s1gnature on]' .
Approved as to form and legal ---J
suff '. ~ (
Prepared by:
Robert Zachary
Assistant County Attorney
Office of County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994651 OR: 4204 PG: 3586 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
OJ/29/20DJ at 02:2JPM DWIGHT E, BROCK, CLERK
RBC m 10.00
cams 1.00
Retn:
CLERK TO THE BOARD
INTEROFFICB ITH FLOOR
EIT J2l0
1644
SATISFACTION OF NOTICE OF PROMISE TO PAY AND AGREEMENT TO
EXTEND PAYMENT OF WATER AND/OR SEWER SYSTEM IMPACT FEE
KNOW ALL MEN BY THESE PRESENTS: That the BOARD OF COUNTY
COMMISSIONERS, COLLIER COUNTY, FLORIDA, AS THE GOVERNING BODY OF
COLLIER COUNTY AND AS EX-OFFICIO THE GOVERNING BOARD OF THE
COLLIER COUNTY WATER-SEWER DISTRICT, was the owner and hoider of a certain
Agreement with the following:
Richard J. Wayman and Jean Wayman, husband and wife
Whose mailing address is
220 Sugarloaf In
Napes, FI. 34114
Bearing the date of the 17'h day of December 1999, recorded in Official Record
Book 2622 Page(s) 0932, in the Office of the Clerk of the Circuit Court of Collier County,
State of Florida, which Agreement imposes a lien on the subject real property. The Lien
secures the principal sum of One Thousand One Hundred Eighty Dollars and No Cents
($1,180.00) plus accrued interest and penalties, if any, and imposes certain obligations
against real property situated in Collier County, Florida, described as follows:
UNIT NO. 169, WEST WIND MOBILE HOME ESTATES, A
CONDOMINIUM, AS MORE FULLY SHOWN IN OFFICIAL RECORD BOOK 630,
PAGES 1883, THROUGH 1932, INCLUSIVE, PUBLIC RECORDS OF COLLIER
COUNTY, FLORIDA; TOGETHER WITH ALL UNDIVIDED INTERESTS IN THE
COMMON ELEMENTS OR SURPLUSES ACCRUING TO SAID PROPERTY.
FOLIO NUMBER: 81626760002
Collier County, a political subdivision of the State of Florida, and the Collier
County Water-Sewer District, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels the Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of Lien
in the Official Records of Collier County, Florida, to acknowledge that the Lien ceases to
exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier County,
Florida, and as Ex-Officio the Governing Board of the Collier County Water-Sewer
District, acting through its Chairman, directs execution and recording of this Satisfaction
of Lien,:py'Mt~ of the Board this Cl7 day of ml9/?CH ,2007.
'"
ATTEST:
DWIGHT EBROCK,CLERK
~:1~
s 19R1Itur. on I ~
~fmm'~
~
~ avid C. igel
County Attorney
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA, AS THE
GOVERNING BODY OF COLLIER
COUNTY AND AS EX-OFFICIO THE
GOVERNING BOARD OF THE COLLIER
COUNTY WATER-SEWER DISTRICT
d / /.ll~J ~/
/,-~k~':~-( '~ . ':;:)..i~
~-a---'.l<'----"'" .,;".---,
3AME'SCOLETTA, CHAIRMAN
This instrument prepared by:
Jeff E. Wright
Assistant County Attorney
2800 N. Horseshoe Drive, Ste 301
Naples. Florida 34104
(239) 2 I 3-2939
*** 3994967 OR: 4205 PG: 0350 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/30/2007 at 08:42AM DWIGHT E. EROCK, CLERK
REC FEE 10.00
COPIES 1. 00
Retn:
CLERK TO THE EOARD
INTEROFFICE 4TH FLOOR
EXT 7240
16 A4
..1
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Collier County Code
Enforcement Board Order dated January 31, 2007, a certified copy of which was recorded
on February 5, 2007, in O.R. Book 4178, Pages 1523-24 of the Public Records of Collier
County, Florida, against the following described real property, and all other real and
personal property located in Collier County, owned by Robert Chipman, has been
discharged in full:
Robert Chipman
39 Clary Court
Naples, Fl
Folio No.
Cost:
Reference:
0121]720000
$671.3 ]
CEB No. 2006-06
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Robert Chipman, and consents to this lien being
discharged of record.
Dated this d./ day of ~
,2007.
ATTEST;,
DWIGHT E. BROCK, Clerk
BY:~
^ttl~<::t -:St t:o,''Cha !;man
S1gniJtli:'e o~l. '
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
/) ...
By: 4~t'~
JAMES COLETTA, CHAIRMAN
Approved as to form and
legal sufficiency:
..
This instrument prepared by;
JetT E. Wright
Assistant County Anorney
2800 N. Horseshoe Drive, Ste 301
Naples, Florida 34104
(239) 213-2939
*** 3994966 OR: 4205 PG: 0349 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/30/2007 at 08:42AM DWIGHT E. BROCK, CLERK
REC FEE 10.00
COPIES 1,00
Retn:
CLERK TO THE BOARD
INTEROFFICE 4TB FLOOR
EXT 7240
16 A4
RELEASE AND SATISFACTION OF LIEN
This is to certify that the claim of lien arising out of the Order of the Collier
County Code Enforcement Board dated January 31, 2007, a certified copy of which was
recorded on February 5, 2007 in O.R. Book 4178, Pages 1515-16 of the Public Records of
Collier County, Florida, against the following described real property, and all other real
and personal property located in Collier County, owned by Victor George, has been
discharged in full.
Victor George
6134 Everett Street
Naples, Fl 34112
Folio No.
Cost:
Reference:
00421560006
$300.02
CEB No. 2006-21
The undersigned is authorized to and does hereby release this lien as to the
whole of the above-described real property, and all other real and personal
property owned by Victor George, and consents to this lien being
discharged of record.
Dated this .;l. I day of ~ . ~c.L_
,2007.
ATTEST:..
DWIGHT E. BROCK, Clerk
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
C'~'_. ." ;~
, Deputy Clerk
By:
JA
B;/n~
/!;."',,,,", t'. " , ,.
I.:",', :, '. ,t>' - ~', '," : '.', "
Approved as to form and
legal sufficiency:
ri t
t County Attorney
~P1 (07
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO J
Print on pink Pap}A~~ ~~~~c?m~nt~?g~~~!m~?s~~!e~~~<?e~~!}~ te:!.r~~~c~~~o~~~~~~n~SliP a.f~,gB 1
documents are to be forwarded to the Board 01lice only after the Board has taken action on the item.)
ROUTING SLIP
Complete routing Jines # 1 through #4 as appropriate for additional signatures, dates, and/or information needed. If the document is already complete with the
exc tion of the Chainnan's si nature, draw a line thrall h rautin lines # 1 thrau #4, com letc the checklist, and forward to Sue Filson line #S .
Route to Addressee(s) Office Initials Date
List in routin order
I.
2.
(The primary contact is the holder of the original document pending Bee approval. Normally the primary contact is the person who created/prepared the executive
summary. Primary contact information is needed in the event one of the addressees above, including Sue Filson, need to contact staff for additional or missing
information. All original document ceding the Bce Chairman's signature are to be delivered to the BCC office only after the BeC has acted to approve the
item.)
Name of Primary Staff
Contact
Agenda Date Item was
A roved b the BCC
Type of Document
Attached
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark "N/A" in the Not Applicable column, whichever is
a ro riate.
Original document has been signed/initialed for legal sufficiency. (All documents to be
signed by the Chairman, with the exception of mostlellers, must be reviewed and signed
by the Office of the County Attorney. This includes signature pages from ordinances,
resolutions, etc. signed by the County Attorney's Office and signature pages from
contracts, agreements, etc. that have been fully executed by all parties except the BCC
Chairman and Clerk to the Board and ossibl State Officials.)
All handwritten strike-through and revisions have been initialed by the County Attorney's
Office and all other arties exce t the BCC Chairman and the Clerk to the Board
The Chairman's signature line date has been entered as the date ofBCC approval of the
document or the final ne otiated contract date whichever is a licable.
"Sign here" tabs ar~ placed on the appropriate pages indicating where the Chairman's
si nature an . ini . Is are re uired.
In most cas some contracts are an exception), the original document and this routing slip
shoul b vided to Sue Filson in the BCC office within 24 hours of BCC approval.
S cuments are time sensitive and require forwarding to Tallahassee within a certain
t" frame or the BCC's actions are nullified. Be war of our deadlines!
e document was approved by the Bee on (enter date) and all changes
m;de during the meeting have been incorpora d' t e attached document. The
n Attorne's Office has reviewed e chan es, if a licable.
in the BMR Real Property Folder. Thank you
3.
4.
5. Sue Filson, Executive Manager
Board of County Commissioners
6. Minutes and Records
Clerk of Court's Office
PRIMARY CONTACT INFORMATION
Phone Number
.:9-:;1'7-01
Agenda Item Number
Number of Original
Documents Attached
1.
2.
3.
4.
5.
,
ts'!- 67/4
/~ . i!J-f
/
Yes
(Initial)
1lJ)
~ IF;p;;;;;IB~al~s:tngZ;;;O~CVi;O~ ~~~
Project: Oil Well Road Project #60044
Parcel: 206
Folio: 39950400006
If: D 1.
AGREEMENT FOR SALE AND PURCHASE
THIS AGREEMENT is made and entered into on this fJ7 day of
~./ ,2007, by and between LEONARD C. MILCHUK, SR. and
Dq'ROTHY A MILCHUK, HIS WIFE, whose mailing address is 190 Emerson Road,
Somerset, New Jersey 08873-1646 (hereinafter referred to as "Seller"), and COLLIER
COUNTY, a political subdivision of the State of Florida, whose mailing address is 3301
Tamiami Trail East, Naples, Florida 34112 (hereinafter referred to as "Purchaser").
WITNESSETH
WHEREAS, Seller is the owner of that certain parcel of real property (hereinafter
referred to as "Property"), located in Collier County, State of Florida, and being more
particularly described in Exhibit "A", attached hereto and made a part hereof by
reference.
WHEREAS, Purchaser is desirous of purchasing the Property, subject to the conditions
and other agreements hereinafter set forth, and Seller is agreeable to such sale and to
such conditions and agreements.
NOW, THEREFORE, and for and in consideration of the premises and the respective
undertakings of the parties hereinafter set forth and the sum of Ten Dollars ($10.00),
the receipt and sufficiency of which is hereby acknowledged, it is agreed as follows:
I. AGREEMENT
1.01 In consideration of the purchase price and upon the terms and conditions
hereinafter set forth, Seller shall sell to Purchaser and Purchaser shall purchase
from Seller the Property, described in Exhibit "A".
II. PAYMENT OF PURCHASE PRICE
2.01 The purchase price (the "Purchase Price") for the Property shall be FIVE
HUNDRED SIXTY SIX THOUSAND FIVE HUNDRED AND 00/100 ($566,500.00),
(U.S. Currency) payable at time of closing.
III. CLOSING
3.01 The Closing (THE "CLOSING DATE", "DATE OF CLOSING", OR
"CLOSING") of the transaction shall be held on or before one hundred twenty
(120) days following execution of this Agreement by the Purchaser but not later
than JUNE 1, 2007, unless extended by mutual written agreement of the parties
hereto. The Closing shall be held at the Collier County Attorney's Office,
Administration Building, 3301 Tamiami Trail East, Naples, Florida. The procedure
to be followed by the parties in connection with the Closing shall be as follows:
3.011 Seller shall convey a marketable title free of any liens, encumbrances,
exceptions, or qualifications. Marketable title shall be determined according to
applicable title standards adopted by the Florida Bar and in accordance with
law. At the Closing, the Seller shall cause to be delivered to the Purchaser
the items specified herein and the following documents and instruments duly
executed and acknowledged, in recordable form:
3.0111 Warranty Deed in favor of Purchaser conveying title to the
Property, free and clear of all liens and encumbrances other than:
(a) The lien for current taxes and assessments.
16 R 1
(b) Such other easements, restrictions or conditions of record.
3.0112 Combined Purchaser-Seller closing statement.
3.0113 A "Gap," Tax Proration, Owner's and Non-Foreign Affidavit," as
required by Section 1445 of the Internal Revenue Code and as required
by the title insurance underwriter in order to insure the "gap" and issue
the policy contemplated by the title insurance commitment.
3.0114 A W-9 Form, "Request for Taxpayer Identification and
Certification" as required by the Internal Revenue Service.
3.0115 A Closing Representative's Statement
3.0116 Such evidence of authority and capacity of Seller and its
representatives to execute and deliver this agreement and all other docs
required to consummate this transaction, as reasonably determined by
Purchaser's counsel and/or title company.
3.012 At the Closing, the Purchaser, or its assignee, shall cause to be delivered to
the Seller the following:
3.0121 A negotiable instrument (County Warrant) in an amount equal to
Net Cash to Seller on the Closing Statement. No funds shall be
disbursed to Seller until the Title Company verifies that the state of the
title to the Property has not changed adversely since the date of the last
endorsement to the commitment, referenced in Section 4.011 (below),
and the Title Company is irrevocably committed to pay the Purchase
Price to Seller and to issue the Owner's title policy to Purchaser in
accordance with the commitment immediately after the recording of the
deed.
3.0122 Funds payable to the Seller representing the cash payment due
at Closing in accordance with Article III hereof, shall be subject to
adjustment as hereinafter set forth.
3.02 Each party shall be responsible for payment of its own attorney's fees. Seller,
at its sole cost and expense, shall pay at Closing all documentary stamp taxes due
relating to the recording of the Warranty Deed, in accordance with Chapter 201.01,
Florida Statutes, and the cost of recording any instruments necessary to clear
Seller's title to the Property. The cost of the Owner's Form B Title Policy, issued
pursuant to the Commitment provided for in Section 4.011 below, shall be paid by
Purchaser. The cost of the title commitment shall also be paid by Purchaser.
3.03 Purchaser shall pay for the cost of recording the Warranty Deed. Real
Property taxes shall be prorated based on the current year's tax with due
allowance made for maximum allowable discount, homestead and any other
applicable exemptions and paid by Seller. If Closing occurs at a date which the
current year's millage is not fixed, taxes will be prorated based upon such prior
year's millage.
IV. REQUIREMENTS AND CONDITIONS
4.01 Upon execution of this Agreement by both parties or at such other time as
specified within this Article, Purchaser and/or Seller, as the case may be, shall
perform the following within the times stated, which shall be conditions precedent
to the Closing;
4.011 Within fifteen (15) days after the date hereof, Purchaser shall obtain as
evidence of title an AL TA Commitment for an Owner's Title Insurance Policy
(AL TA Form B-1970) covering the Property, together with hard copies of all
exceptions shown thereon. Purchaser shall have thirty (30) days, following
receipt of the title insurance commitment, to notify Seller in writing of any
objection to title other than liens evidencing monetary obligations, if any,
Agreement For Sale And Purchase
Page No.2
If.
which obligations shall be paid at closing. If the title commitment contains
exceptions that make the title unmarketable, Purchaser shall deliver to the
Seller written notice of its intention to waive the applicable contingencies or to
terminate this Agreement.
1...~~
4.012 If Purchaser shall fail to advise the Seller in writing of any such
objections in Seller's title in the manner herein required by this Agreement, the
title shall be deemed acceptable. Upon notification of Purchaser's objection to
title, Seller shall have thirty (30) days to remedy any defects in order to convey
good and marketable title, except for liens or monetary obligations which will
be satisfied at Closing. Seller, at its sole expense, shall use its best efforts to
make such title good and marketable. In the event Seller is unable to cure
said objections within said time period, Purchaser, by providing written notice
to Seller within seven (7) days after expiration of said thirty (30) day period,
may accept title as it then is, waiving any objection; or Purchaser may
terminate the Agreement.
4.013 Purchaser shall have the option, at its own expense, to obtain a current
survey of the Property prepared by a surveyor licensed by the State of Florida.
No adjustments to the Purchase Price shall be made based upon any change
to the total acreage referenced in Exhibit "A", if any. Seller agrees to furnish
any existing surveys of the Property, if any, to Purchaser within thirty (30) days
of execution of this Agreement.
V. APPRAISAL PERIOD
5.01 Purchaser shall have ninety (90) days from the date of this Agreement
(Appraisal Period), to obtain the required appraisal(s) pursuant to Section
125.355, Florida Statutes, and to determine the fair market value of the Property.
5.02 If Purchaser is not satisfied, for any reason whatsoever, with the results of
the independent appraisal(s), Purchaser may terminate this Agreement without
penalty, by delivering to the Seller within thirty (30) days from the expiration of the
Appraisal Period, written notice of its intention to terminate this Agreement. If
Purchaser fails to notify the Seller in writing of its specific objections as provided
herein, it shall be deemed that the Purchaser is satisfied with the results of its
investigation and the contingencies of this Article V shall be deemed waived.
VI. INSPECTION PERIOD
6.01 Purchaser shall have ninety (90) days from the date of this Agreement,
("Inspection Period"), to determine through appropriate investigation that:
1. Soil tests and engineering studies indicate that the Property can be developed
without any abnormal demucking, soil stabilization or foundations.
2. There are no abnormal drainage or environmental requirements to the
development of the Property.
3. The Property is in compliance with all applicable State and Federal
environmental laws and the Property is free from any pollution or
contamination.
4. The Property can be utilized for its intended purpose.
6.02 If Purchaser is not satisfied, for any reason whatsoever, with the results of
any investigation, Purchaser shall deliver to Seller prior to the expiration of the
Inspection Period, written notice of its intention to terminate this Agreement. If
Purchaser fails to notify the Seller in writing of its specific objections as provided
herein within the Inspection Period, it shall be deemed that the Purchaser is
satisfied with the results of its investigations and the contingencies of this Article VI
shall be deemed waived. In the event Purchaser elects to terminate this
Agreement because of the right of inspection, Purchaser shall deliver to Seller
copies of all engineering reports and environmental and soil testing results
commissioned by Purchaser with respect to the Property.
6.03 Purchaser and its agents, employees and servants shall, at their own risk and
expense, have the right to go upon the Property for the purpose of surveying and
Agreement For Sale And Purchase
Page No.3
..r01
1 t) ~
conducting site analyses, soil borings and all other necessary investigation.
Purchaser shall, in performing such tests, use due care. Seller shall be notified by
Purchaser no less than twenty four (24) hours prior to said inspection of the
Property.
VII. INSPECTION
7.01 Seller acknowledges that the Purchaser, or its authorized agents, shall have
the right to inspect the Property at any time prior to the Closing.
VIII. POSSESSION
8.01 Purchaser shall be entitled to full possession of the Property at Closing.
IX. TERMINATION AND REMEDIES
9.01 If Seller shall have failed to perform any of the covenants and/or agreements
contained herein which are to be performed by Seller, within ten (10) days of
written notification of such failure, Purchaser may, at its option, terminate this
Agreement by giving written notice of termination to Seller. Purchaser shall have
the right to seek and enforce all rights and remedies available at law or in equity
to a contract vendee, including the right to seek specific performance of this
Agreement.
9.02 If the Purchaser has not terminated this Agreement pursuant to any of the
provisions authorizing such termination, and Purchaser fails to close the
transaction contemplated hereby or otherwise fails to perform any of the terms,
covenants and conditions of this Agreement as required on the part of Purchaser
to be performed, provided Seller is not in default, then as Seller's sole remedy,
Seller shall have the right to terminate and cancel this Agreement by giving written
notice thereof to Purchaser, whereupon $1,000.00 shall be paid to Seller as
liquidated damages which shall be Seller's sole and exclusive remedy, and neither
party shall have any further liability or obligation to the other except as set forth in
paragraph 13.01, (Real Estate Brokers), hereof. The parties acknowledge and
agree that Seller's actual damages in the event of Purchaser's default are
uncertain in amount and difficult to ascertain, and that said amount of liquidated
damages was reasonably determined by mutual agreement between the parties,
and said sum was not intended to be a penalty in nature.
9.03 The parties acknowledge that the remedies described herein and in the other
provisions of this Agreement provide mutually satisfactory and sufficient remedies
to each of the parties, and take into account the peculiar risks and expenses of
each of the parties.
X. SELLER'S AND PURCHASER'S REPRESENTATIONS AND WARRANTIES
10.01 Seller and Purchaser represent and warrant the following:
10.011 Seller and Purchaser have full right and authority to enter into and to
execute this Agreement and to undertake all actions and to perform all tasks
required of each hereunder. Seller is not presently the subject of a pending,
threatened or contemplated bankruptcy proceeding.
10.012 Seller has full right, power, and authority to own and operate the
Property, and to execute, deliver, and perform its obligations under this
Agreement and the instruments executed in connection herewith, and to
consummate the transaction contemplated hereby. All necessary
authorizations and approvals have been obtained authorizing Seller and
Purchaser to execute and consummate the transaction contemplated hereby.
At Closing, certified copies of such approvals shall be delivered to Purchaser
and/or Seller, if necessary.
Agreement For Sale And Purchase
Page No.4
16 ql
10.013 The warranties set forth in this paragraph shall be true on the date of
this Agreement and as of the date of Closing. Purchaser's acceptance of a
deed to the said Property shall not be deemed to be full performance and
discharge of every agreement and obligation on the part of the Seller to be
performed pursuant to the provisions of this Agreement.
10.014 Seller represents that it has no knowledge of any actions, suits, claims,
proceedings, litigation or investigations pending or threatened against Seller,
at law, equity or in arbitration before or by any federal, state, municipal or other
governmental instrumentality that relate to this agreement or any other
property that could, if continued, adversely affect Seller's ability to sell the
Property to Purchaser according to the terms of this Agreement.
10.015 No party or person other than Purchaser has any right or option to
acquire the Property or any portion thereof.
10.016 Until the date fixed for Closing, so long as this Agreement remains in
force and effect, Seller shall not encumber or convey any portion of the
Property or any rights therein, nor enter into any agreements granting any
person or entity any rights with respect to the Property or any part thereof,
without first obtaining the written consent of Purchaser to such conveyance,
encumbrance, or agreement which consent may be withheld by Purchaser for
any reason whatsoever.
10.017 Seller represents that there are no incinerators, septic tanks or
cesspools on the Property; all waste, if any, is discharged into a public sanitary
sewer system; Seller represents that they have (it has) no knowledge that any
pollutants are or have been discharged from the Property, directly or indirectly
into any body of water. Seller represents the Property has not been used for
the production, handling, storage, transportation, manufacture or disposal of
hazardous or toxic substances or wastes, as such terms are defined in
applicable laws and regulations, or any other activity that would have toxic
results, and no such hazardous or toxic substances are currently used in
connection with the operation of the Property, and there is no proceeding or
inquiry by any authority with respect thereto. Seller represents that they have
(it has) no knowledge that there is ground water contamination on the Property
or potential of ground water contamination from neighboring properties. Seller
represents no storage tanks for gasoline or any other substances are or were
located on the Property at any time during or prior to Seller's ownership
thereof. Seller represents none of the Property has been used as a sanitary
landfill.
10.018 Seller has no knowledge that the Property and Seller's operations
concerning the Property are in violation of any applicable Federal, State or
local statute, law or regulation, or of any notice from any governmental body
has been served upon Seller claiming any violation of any law, ordinance,
code or regulation or requiring or calling attention to the need for any work,
repairs, construction, alterations or installation on or in connection with the
Property in order to comply with any laws, ordinances, codes or regulation with
which Seller has not complied.
10.019 There are no unrecorded restrictions, easements or rights of way
(other than existing zoning regulations) that restrict or affect the use of the
Property, and there are no maintenance, construction, advertising,
management, leasing, employment, service or other contracts affecting the
Property.
10.020 Seller has no knowledge that there are any suits, actions or arbitration,
bond issuances or proposals therefor, proposals for public improvement
assessments, pay-back agreements, paving agreements, road expansion or
improvement agreements, utility moratoriums, use moratoriums, improvement
moratoriums, administrative or other proceedings or governmental
investigations or requirements, formal or informal, existing or pending or
threatened which affects the Property or which adversely affects Seller's ability
to perform hereunder; nor is there any other charge or expense upon or
Agreement For Sale And Purchase
Page No.5
$~ ."
~ '.-"
J. ~J
1
related to the Property which has not been disclosed to Purchaser in writing
prior to the effective date of this Agreement.
10.021 Seller acknowledges and agrees that Purchaser is entering into this
Agreement based upon Seller's representations stated above and on the
understanding that Seller will not cause the zoning or physical condition of the
Property to change from its existing state on the effective date of this
Agreement up to and including the Date of Closing. Therefore, Seller agrees
not to enter into any contracts or agreements pertaining to or affecting the
Property and not to do any act or omit to perform any act which would change
the zoning or physical condition of the Property or the governmental
ordinances or laws governing same. Seller also agrees to notify Purchaser
promptly of any change in the facts contained in the foregoing representations
and of any notice or proposed change in the zoning, or any other action or
notice, that may be proposed or promulgated by any third parties or any
governmental authorities having jurisdiction of the development of the property
which may restrict or change any other condition of the Property.
10.022 At the Closing, Seller shall deliver to Purchaser a statement
(hereinafter called the "Closing Representative Statement") reasserting the
foregoing representations as of the Date of Closing, which provisions shall
survive the Closing.
10.023 Seller represents, warrants and agrees to indemnify, reimburse, defend
and hold Purchaser harmless from any and all costs (including attorney's fees)
asserted against, imposed on or incurred by Purchaser, directly or indirectly,
pursuant to or in connection with the application of any federal, state, local or
common law relating to pollution or protection of the environment which shall
be in accordance with, but not limited to, the Comprehensive Environmental
Response, Compensation, and Liability Act of 1980, 42 U.S.C. Section 9601,
et seq., ("CERCLA" or "Superfund"), which was amended and upgraded by the
Superfund Amendment and Reauthorization Act of 1986 ("SARA"), including
any amendments or successor in function to these acts. This provision and
the rights of Purchaser, hereunder, shall survive Closing and are not deemed
satisfied by conveyance of title.
10.024 Any loss and/or damage to the Property between the date of this
Agreement and the date of Closing shall be Seller's sole risk and expense.
XI. NOTICES
11.01 Any notice, request, demand, instruction or other communication to be
given to either party hereunder shall be in writing, sent by facsimile transmission
with automated confirmation of transmittal or registered or certified mail, return
receipt requested, postage prepaid, addressed as follows:
If to Purchaser:
Transportation Engineering & Construction Management
Attention: Kevin Hendricks, Manager
Right-of-Way Acquisition Section
2885 South Horseshoe Drive
Naples, Florida 34104
Telephone: (239) 213-5844
Fax: (239) 213-5885
With a copy to:
Ellen 1. Chadwell, Assistant County Attorney
Office of the County Attorney
Harmon Turner Building
3301 Tamiami Trail East
Naples, Florida 34112
Telephone: (239) 774-8400
Fax: (239) 774-0225
Agreement For Sale And Purchase
Page No.6
16 pl
a::.;, _,
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If to Seller:
Mr. & Mrs. Leonard C. Milchuk, Sr.
190 Emerson Road
Somerset, New Jersey 08873-1646
With a copy to:
Mr. Scott Milchuk
1 Ivy Cou rt
Perrineville, N. J. 08535
Telephone: (732) 767-4126
Fax: (732) 635-0993
11.02 The addressees, addresses and numbers for the purpose of this Article
may be changed by either party by giving written notice of such change to the
other party in the manner provided herein. For the purpose of changing such
information only, unless and until such written notice is received, the last
addressee and respective address and numbers stated herein shall be deemed to
continue in effect for all purposes.
XII. REAL ESTATE BROKERS
12.01 Any and all brokerage commissions or fees shall be the sole responsibility
of the Seller. Seller shall indemnify Purchaser and hold Purchaser harmless from
and against any claim or liability for commission or fees to any broker or any other
person or party claiming to have been engaged by Seller as a real estate broker,
salesman or representative, in connection with this Agreement. Seller agrees to
pay any and all commissions or fees at closing pursuant to the terms of a
separate agreement, if any.
XIII. MISCELLANEOUS
13.01 Purchaser acknowledges that Seller will be selling the Property as
part of a like-kind exchange under Section 1031 of the Internal Revenue Code
and the regulations promulgated thereunder. Purchaser agrees to cooperate with
Seller in completing such exchange and in that regard, Seller may assign its
rights and obligations under this Agreement to Seller's intermediary in order to
complete the exchange, provided that such assignment will not release Seller
from its obligations under the Agreement. Such cooperation by Purchaser will
not impose any additional obligations or expenses on Purchaser which are not
reimbursed by Seller.
13.02 This Agreement may be executed in any manner of counterparts which
together shall constitute the agreement of the parties.
13.03 This Agreement and the terms and provisions hereof shall be effective as of
the date this Agreement is executed by both parties and shall inure to the benefit
of and be binding upon the parties hereto and their respective heirs, executors,
personal representatives, successors, successor trustee, and assignees
whenever the context so requires or admits.
13.04 Any amendment to this Agreement shall not bind any of the parties hereof
unless such amendment is in writing and executed and dated by Purchaser and
Seller. Any amendment to this Agreement shall be binding upon Purchaser and
Seller as soon as it has been executed by both parties.
13.05 Captions and section headings contained in this Agreement are for
convenience and reference only: in no way do they define, describe, extend or
limit the scope or intent of this Agreement or any provisions hereof.
13.06 All terms and words used in this Agreement, regardless of the number and
gender in which used, shall be deemed to include any other gender or number as
the context or the use thereof may require.
Agreement For Sale And Purchase
Page No.7
1&:,.
..(0. ".~
13.07 No waiver of any provision of this Agreement shall be effective unless it is in' ," 1
writing signed by the party against whom it is asserted, and any waiver of any
provision of this Agreement shall be applicable only to the specific instance to
which it is related and shall not be deemed to be a continuing or future waiver as
to such provision or a waiver as to any other provision.
13.08 If any date specified in this Agreement falls on a Saturday, Sunday or legal
holiday, then the date to which such reference is made shall be extended to the
next succeeding business day.
13.09 Seller is aware of and understands that the "offer" to purchase represented
by this Agreement is subject to acceptance and approval by the Board of County
Commissioners of Collier County, Florida.
13.10 If the Seller holds the Property in the form of a partnership, limited
partnership, corporation, trust or any form of representative capacity whatsoever
for others, Seller shall make a written public disclosure, according to Chapter 286,
Florida Statutes, under oath, of the name and address of every person having a
beneficial interest in the Property before Property held in such capacity is
conveyed to Collier County. (If the corporation is registered with the Federal
Securities Exchange Commission or registered pursuant to Chapter 517, Florida
Statutes, whose stock is for sale to the general public, it is hereby exempt from
the provisions of Chapter 286, Florida Statutes.)
13.11 This Agreement is governed and construed in accordance with the laws of
the State of Florida.
13.12 This Agreement will be effective as of the date of Purchaser's execution of
this Agreement.
XIV. ENTIRE AGREEMENT
14.01 This Agreement and the exhibits attached hereto contain the entire
agreement between the parties, and no promise, representation, warranty or
covenant not included in this Agreement or any such referenced agreements has
been or is being relied upon by either party. No modification or amendment of
this Agreement shall be of any force or effect unless made in writing and executed
and dated by both Purchaser and Seller. Time is of the essence to this
Agreement.
[SIGNATURE PAGE FOllOWS]
Agreement For Sale And Purchase
Page NO.8
1681
IN WITNESS WHEREOF, the parties hereto set forth their hands seals.
Dated Project/Acquisition Approved by BCC: pursuant to Resolution No. 2006-107,
dated April 25, 2006.
AS TO PURCHASER:
DATED:
2> .J-1- 01
s1onatur....qn 1- .' ....
. So,!." .
, Deputy Clerk
AS TO SELLER:
DATED: /1JJ-l& /1 7.200 /'
WITNESSES: ?
---/~~
(Signature)
~ ~IT /J /'--1; L c /f (../1\.
(Printed Name)
./ / / //,' ..... .'c'Y
~- "/,.,i!'---:o/}/..r'{' t. ~/ /" /. /tJ~ ..- ./
/ (Signature)
/r:'t'1.//,/iF f" ((/tlhfl!, Vi~'
(Printed Name)
DATED: ;714d:.Cfl 7 .2-.00 '/
W::/ ~
(Signature)
~,j7J /1 /'11 L <. II" l;-
e"' (Printed Name) . /? /'l
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-- . (Signature) ./
L PCY',4/i J7 c., /i;lcl-uk 1712 ,
(Printed Name)
Approved as to form and
legal sufficiency:
(CL 0 (t~ A.(~~
Ellen T. Chadwell
Assistant County Attorney
Agreement For Sale And Purchase
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
BY ~~
JAME COLETTA, Chairman
'M.~{~~'
/
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'<:)\
BY:
LEONARD C. MILCH UK, SR.
J1.
Page NO.9
PROJECT NO. 60044
PROJECT PARCEL NO. 206
IIIBT Pr
Pelt I of I
LEGAL DESCRIPTION
(NOT A SURVEY)
ALL OF TRACT 5, GOLDEN GATE ESTATES UNIT NO. 65, AS
RECORDED IN PLAT BOO~ 5, PAGE 88 OF THE PUBLIC RECORDS
OF COLLIER COUNTY, FLORIDA.
CONTAINING 5.15 ACRES, MORE OR LESS.
Collier County Transportation Engineering & Construction Management Department
09/27/062:45 PM
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP
. TO ACCOMPANY ALL ORIGINAL DOCUMENTs SENT TO 'U.
TEE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATtJRE
Prim... piDk pI!lCl". _Ill oripraI "",,",,-, Orip.....-N _ be _ doll_Ill die BCII'li 0tlIce. 'l'becamplooodlCllliDlI sJlp ~ oriI/iDaJ.
" "'"...11I be!b:wlldod.lIl die BCII'liotlb auIy*dleBCII'liha lu.....cd....... die imm.) " ..
.' . . ROUTING SLIP .
CoIIlpIolloIlllllinc IIIIa 'llblaqll t4 u ........,.m.;.lilr .....""".1 ".- dIla, 3IIdIar ;""'""""-1ICCdlod.1f die .......:...; is aI=dy camplelo wi'" die
at die """""""'s . dmr alilla lIDcs'l 14. _ die clrer:klbt; IIlli lbrwvd III Salt!'i1_ (]iDe 115).
Route to Addressee(s) . Office Initials Date
. ill order) ...,. _
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2.
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---.,
PRIMARY CONTACT INFORMATION
(11Ie primazy CC<UlIl:t is die bolder ot die orilPoal d~-' pcadinll Bee approVlll. NormaI1y die primazy <:<llI= is die peaoa who ~ die executive
S1IIIImlIIY. Primary """"""..-a0ll is _ ill die oven. _ of <lie oOdIessees ilbove. inc:ladiDlI Sue Filsoa, aeed re C!lIItICt sr:afIfor addilioaal or-II
illfamwioa. All or:ip A~_"1IIleliID1I <lie Bee ehaUllIllII:' sipature... re be deU_ redle Bee office oaly 3tb:r <lie Bee has ....a reapprove die
icem.)
Name of Primary Staff
Contact
Agenda Date Item was
A ved b the BCe
Type of Documcnt
Attached
3.
4.
5. Sue FIlson, Executive Manager
Board of County Commissioners
y7,/j
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6. Minutes and Records
Clerk: of Court's Office
Yes N1A (Not
(Initial) 1icable)
M~
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Phone Number
/)oc...;}, hJt.
Agenda Item Number
Numbcr of Original
DocumcnlS Attached
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~ _ Caamy """"" Bee I'omIII 0ri1Poal ""'""'""".. RaaIiq SUp WWS Orip9.03.04, Revis"" 1.26.~. Rcviscli U4.~
e.. f5
L/Ge'..tiA-
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark: "NI A" in the Not Applicable column, whichevClt is
1.
Original documem has been sigllCdfmitialed for legal sUfficicncy. (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed ami signed
liy the Office ot the County Aac:nlcy. 1'hls ixJclnA.. signature pages from ordinaaces.
resolutions. etc. signed by the County Aac:nlcy's Office ami signamrc pages from
contracts, agrccmeatS, etc. that have been tully c:cccutcd by all parties except the BCe
Chairman and C1crIc to the Boaxd ami I Stale Officials.)
All handwrittcl1.strilce-tbxough IIld revisions have been initialed by the County AJ1rJrncy: s
0f:Iicc and all other allies the BCe Chairman ami the Clerk to the Board
The Cbainpn's ";11"'''''''' li1lc date has bccnentcred as the date ofBCe approval of the
documem or the final ne . contral:t date whichcvClt is licable.
"Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
si' and initials arc .
In xiIost cascs (some ccntra<:ts arc an exception), the original document and this routing slip
should be provided to Sue Filson in the BCe office within 24 hours ofBCC approval.
Some documcaa are time SCIlsitive and tequiIc 'forwarding to T.Il,h..s"" within a certain
time frame or the BCC's actions arc nullliicd. Be a of our A_AHn..'
The dt>.......~"t ."". approftd by the BCe an " "j (enter date) and all changes
made during the meeting bave been incorporated in the attached document. The
Coon Alto 's Ofrlce has renewed the es, It a lIcable.
2.
3.
4.
s.
6.
16 2.
ACCESS LICENSE COUPLED WITH AN INTEREST
COLLIER COUNTY TO
SOUTH FLORIDA WATER MANAGEMENT DISTRICT
This Access License Coupled with an Interest (the "License") is dated ~ a.~oL- 01 ?'J
2007. By this License, the Board of County Commissioners of Collier County, Florida, on behalf of
Collier County, a political subdivision of the State of Florida, ("Licensor") whose mailing address is 3301
East Tamiami Trail, Naples, Florida, 34112, hereby conveys the License to the South Florida Water
Management District, a water management district created under Section 373.069, Florida Statutes, whose
mailing address is South Florida Water Management District, PO Box 24680, West Palm Beach, Florida
33416-4680 (Licensee").
Licensor, for and in consideration of the sum of one dollar ($1.00) and other valuable consideration
received from Licensee to Licensor, receipt of which is hereby unconditionally and irrevocably
acknowledged, hereby conveys unto the Licensee, its successors and assigns, a non-exclusive road and
maintenance access license coupled with an interest, to wit:
See Exhibit "A" attached hereto. This property is in Section 8, Township 48 South, Range 27 East,
Collier County, Florida (the "Licensed Area").
The purpose of the License is to facilitate vehicular and pedestrian access by Licensee, its officers,
employees, agents and contractors, and the general public to and from a parcel of property owned by
Licensee, consisting of 285.7 acres, which parcel is shown on the attached Exhibit "B" (the "Benefited
Property").
This License does not authorize any excavation, relocation and/or the taking away of any materials, nor to
install any utility facility, or any other permanent or semi-permanent improvements on, over or under any
area with the exception of parking area improvements, an information kiosk and portable toilet facility.
The duration of this License is twenty (20) years. This License is to accommodate Licensee, but this
License shall not ever unreasonably impede use of the underlying land or any other property owned by
Licensor. Therefore, this License can be terminated by Licensor if its Board of County Commission
formally determines that the existence of this License and/or the licensed use has then become and
continues to be a significant impediment to the then existing use(s) of the Licensor's underlying property,
including use of such access road by a third party in the event that the Licensor transfers title (or grants
use) of the underlying property to a third party. In the event of termination by Licensor, the Licensor shall
attempt in good faith to give as least 180 days advanced notice of such intent (to terminate) to the
Licensee and/or to the then existing beneficiaries of this License.
Licensee, for itself, and its successors or assigns of the Licensed Area, agrees to maintain any
improvements made upon the Licensed Area installed by Licensee, including the access road to facilitate
its full use as an access road (to and from the Benefited Property), without any cost to Licensor. Licensee,
for itself and its successors and assigns of the Licensed Area, takes the Licensed Area and all of the other
Licensor's property "as is" with all defects, if any, now existing or may hereafter exist for the entire
duration of this License. Notwithstanding the foregoing, the amount expended by Licensee under this
License for each applicable fiscal year of this License is subject to Licensee's Governing Board budgetary
appropriation for such expenditures.
If Benefited Property is sold or otherwise transferred by Licensee to a third party, or is leased to a third
party, or use thereof is otherwise granted by Licensee to a third party, this License shall remain and
continue to benefit the same, but shall remain subject to Licensor's reservation of its right to terminate
this License, as stated above.
Licensor may, at some time during the duration of this License, wish to share Licensee's parking area and
boardwalk contained within the Licensed Area, for the good of the general public to access Licensee's
proposed nature walk to be located upon Licensor's adjacent property. If Licensor shall require joint use
of the Licensed Area, Licensor shall notify Licensee of its desire to share the parking area and boardwalk,
whereupon the parties hereto shall use their best efforts to reach an agreement outlining, in writing, each
1
1602
party's responsibilities for the shared use of Licensee's parking area and boardwalk located within the
Licensed Area, such as, but not limited to, primary use of Licensed Area, hours of operation, maintenance
and repair of the parking area and boardwalk.
AS TO LICENSOR:
~
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ATTEST: "c.""'
DWIGHT K BR:OOI)., perk
By: .
pepufy Clerk' cc;
Att,; ::.~: ',' "';"':f\C;l,,~,
S1g1lt.,;..";,,,; ,':i!'
BOARD OF COUNTY COMMISSIONERS,
COLLIER COUNTY, FLORIDA
i.-~"":'f~
./ ,n..., :J!X '
By:' / .' CC' '}, y-
JAMEs-tOLETTA, Chairman
ACCEPTANCE BY LICENSEE:
SOUTH FLORIDA WATER MANAGEMENT DISTRICT,
A water management district created under Section 373.069,
Florida Statutes,
ATTEST: TWO WITNESSES
OJ fdLU/ ~~
~ WITNEsS
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Type/ rint Name
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Approved as to ;W; sufficiency:
ID' 3-:/;-07
By: Thomas ~)almer, Assistant COu~y Attorney
Form approved by:
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South Florida Water Management District Ot1ice
of Counsel
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16B3
DOCUMENT NOT RECEIVED IN
THE CLERK TO THE BOARD OFFICE
AS OF MARCH 27, 2008.
16B4
DOCUMENT NOT RECEIVED IN
THE CLERK TO THE BOARD OFFICE
AS OF MARCH 27, 2008.
MEMORANDUM
Date:
May 15,2007
To:
Margaret A. Bishop, Sr. Project Manager
Transportation/Stormwater Mgmt.
From:
Martha Vergara, Deputy Clerk
Minutes & Records Department
Re:
Amended and Restated Agreement for
Haldeman Creek Disposal
1685
Enclosed please find two (2) original document, as referenced above,
(Agenda Item #16B5), which was approved by the Board of County
Commissioners on Tuesday, March 27, 2007.
One of the originals is being retained in the Minutes and Records
Department for the public record.
If you should have any questions, please call me at 732-2646 x 7240.
Thank you.
Enclosures (2)
1685 1-'
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
(Print on pink paper. Attach to original document. Original documents should be hand delivered to the Board Office. The
completed routing slip and original documents are to be forwarded to the Board Office only after the Board has taken action on
the item.)
ROUTING SLIP
Complete routing lines #1 through #4 as appropriate for additional signatures, dates, and/or information needed. If the document is
already complete with the exception of the Chairman's signature, draw a line through routing lines #1 through #4, complete the
checklist, and forward to Sue Filson (line #5).
Route to Addressee(s) Office Initials Date
(List in routing order)
1.
2.
3.
4.
5. Sue Filson, Executive Manager Board of County Commissioners
6. Minutes and Records Clerk of Court's Office
PRIMARY CONTACT INFORMATION
(The primary contact is the holder of the original document pending Bee approv~1. Normally the primalY contact is the person who created/prepared the executive
summary. Primary contact information is needed in the event one of the addressees above, including Sue Filson, need to contact staff for additional or missing
information. All original documents needing the Bee Chairman's signature are to be delivered to the Bee office only after the Bee has acted to approve the
item.)
Name of Primary Staff Margaret Bishop Phone Number (239) 213-5857
Contact
Agenda Date Item was 3-27-07 Agenda Item Number 16B5
Approved bv the BCC
Type of Document Amended and Restated Agreement for Number of Original 3
Attached Haldeman Creek Disposal Documents Attached
Initial the Yes column or mark "N/A" in the Not Applicable column, whichever is Yes N/A (Not
aoprooriate. (Initial) Applicable)
1. Original document has been signed/initialed for legal sufficiency. (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office ofthe County Attorney. This includes signature pages from ordinances, )XdtfJ
resolutions, etc. signed by the County Attorney's Office and signature pages trom
contracts, agreements, etc. that have been fully executed by all parties except the BCC
Chairman and Clerk to the Board and possiblv State Officials.)
2. All handwritten strike-through and revisions have been initialed by the County Attorney's )J'a :6
Office and all other parties exceot the BCC Chairman and the Clerk to the Board
3. The Chairman's signature line date has been entered as the date ofBCC approval of the ~\Q
document or the final nellotiated contract date whichever is annlicable.
4. "Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
signature and initials are reauired.
5. In most cases (some contracts are an exception), the original document and this routing slip
should be provided to Sue Filson in the BCC onice within 24 hours of BCC approval. ~<<d
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time trame or the BCC's actions are nullified. 8e aware ofvour deadlines!
6. The document was approved by the BCC on 3/27107 and all changes made during the
meeting have been incorporated in the attached document. The County Attorney's Office ::n-a~
has reviewed the changes, if applicable.
INSTRUCTIONS & CHECKLIST
I: Forms/ County FomlS/ BCC Forms/ Original Documents Routing Slip
WWS Original 9.03.04
16 85 1 ~
AMENDED AND RESTATED AGREEMENT
FOR HALDEMAN CREEK DISPOSAL
THIS AMENDED AND RESTATED AGREEMENT FOR HALDEMAN CREEK
DISPOSAL ("Agreement") is made and entered into this ~ 7 ~daY of ~ ,2007,
by and between COLLIER COUNTY, a political subdivision of the State of Florida, hereinafter
referred to as "County," and LAKEVIEW DRIVE OF NAPLES, LLC, a Florida Limited
Liability Company, hereinafter referred to as "Lakeview."
RECITALS:
WHEREAS, the County desires to perform maintenance dredging to improve navigation
and increase stormwater conveyance capacity in portions of Haldeman Creek, as described in the
County's dredge plan attached hereto as Exhibit A ("the Dredge Project"); and
WHEREAS, the County has determined that the Dredge Project is feasible; and
WHEREAS, the County, as part of its permitting of the Dredge Project, needs a disposal
site to place the sand and materials that are removed from Haldeman Creek ("the Spoil"); and
WHEREAS, Lakeview owns an undeveloped II-acre site ("the Property"), part of which
(approximately 3 acres) is comprised of submerged bottom lands of Haldeman Creek and the
remainder of which (approximately 14 acres) is uplands adjacent to Haldeman Creek; and
WHEREAS, the County will realize a considerable cost savings to the Dredge Project if
the 14-acre upland portion of the Property is utilized as a temporary disposal site for the Spoil;
and
WHEREAS, Lakeview intends to develop the 14-acre upland portion of the Property
with a total of 51 dwelling units (with associated dock slips), as illustrated by the Site
Development Plan ( DP-AR -4596) submitted to the County by Lakeview; and
I
16 85 .
WHEREAS, Lakeview has agreed to the County's use of the 14-acre upland portion (the
"Disposal Site") of its Property for the Dredge Project for a period of no more than 21 months,
subject to the terms of this Agreement and the County's Disposal Site Plan attached hereto as
Exhibit B; and
WHEREAS, the parties do not intend that this Agreement convey any easement or other
property interest in Lakeview's Property; rather, the parties intend that this Agreement convey a
temporary irrevocable license, personal to the County, to use the Disposal Site in accordance
with the terms of this Agreement; and
WHEREAS, the parties entered into the original Agreement for Haldeman Creek
Disposal on or about July 27, 2004; and
WHEREAS, the parties entered into an Amended and Restated Agreement dated
September 13,2005, and a First Amendment effective on July 25, 2006; and
WHEREAS, the parties entered into an Amended and Restated Agreement dated
December 12, 2006; and
WHEREAS, the parties desire to amend and restate said agreement in accordance with the
provisions set forth herein.
NOW, THEREFORE, BASED UPON THE MUTUAL COVENANTS CONTAINED
HEREIN, THE PARTIES AGREE AS FOLLOWS:
I. RECITALS. The above recitals are true and correct and incorporated herein.
2. CONDITIONS OF AGREEMENT.
a. Before placing any Spoil on the Disposal Site, the County shall obtain all
permits required for the Dredge Project from the responsible state and federal agencies, and be
solely responsible for any mitigation required by said permits. The County shall comply with all
conditions placed on the issued permits. Lakeview agrees to cooperate with the County in its
efforts to obtain the required permits.
2
16 B 5-
b. Lakeview agrees that the County may place the Spoil from the Dredge
Project on the Disposal Site, in accordance with the terms of this Agreement and the County's
Disposal Site Plan attached hereto as Exhibit B, for a period of no more than 21 months,
beginning on August 1,2005 and ending on April 30, 2007.
c. Under no circumstances shall the County be pennitted to place Spoil from
the Dredge Project on the Disposal Site after April 30, 2007.
d. Lakeview's agreement to allow the County to use the Disposal Site for the
placement of Spoil from the Dredge Project is. predicated upon Lakeview's currently proposed
site plan for the Property. Accordingly, the County may not use the Disposal Site for the
placement of Spoil until the County conditionally approves SDP-AR-4596, subject to
Lakeview's obtaining State and federal agency permits. The term "conditionally approves" shall
mean approval is subject to owner obtaining all required pennits from other governmental
agencies and it does not mean that the County will impose additional conditions related to
County promulgated regulations.
e. Upon execution of this Agreement, Lakeview agrees to provide any letters
or documentation requested by the Florida Department of Environmental Protection and federal
reviewing agencies to allow the County to obtain its permits for the Dredge Project.
3. DENSITY CONFIRMATION. The County acknowledges that Lakeview
enters into this Agreement in reliance upon the County's confirmation that the Property is
eligible for 51 dwelling units.
4. REMOVAL AND PURCHASE OF SPOIL. Subject to Lakeview's option to
purchase set forth herein, the County agrees to remove all Spoil from the Disposal Site and any
contaminants placed on the Disposal Site pursuant to the Dredge Project, at its own cost, on or
before May 31, 2007. Lakeview shall have the option, at its sole discretion, to purchase up to
3
1005 l ~
35,000 cubic yards of the Spoil from the County. If Lakeview exercises its option to purchase,
the County agrees to leave the requested amount of Spoil on the Disposal Site in locations
specified by Lakeview, and/or deliver the requested amount of the Spoil to 1722 Tamiami Trail
East, Naples, Florida 34112. Lakeview shall pay a severance fee of $2.25 per cubic yard to the
County for any Spoil left at the Disposal Site or delivered to 1722 Tamiami Trail East at
Lakeview's request. Said severance fee shall be paid within 30 days of delivery of the Spoil.
5. FINAL CONDITION OF DISPOSAL SITE. By May 31, 2007, the County shall
ensure that the final condition of the Disposal Site meets the following criteria;
a. all Spoil has been removed from the Disposal Site (unless Lakeview has
directed to leave certain amounts of the Spoil on the Disposal Site pursuant to Paragraph 4);
b. any contaminants placed on the Disposal Site pursuant to the Dredge
Project are removed from the Disposal Site;
c. based on appropriate laboratory soil sample analysis performed by the
County's contractor for the Dredge Project, the highest detected concentration of constituents on
the Disposal Site are below all applicable criteria for soils including Direct Exposure and
Leachability based on Soils or Groundwater Criteria provided in Florida Administrative Code
Rule 62-777. The detected concentrations if any, of selected parameters and applicable soil
cleanup criteria in F AC 62-777 must demonstrate that these sediments will not create a
regulatory or human health concern; and
d. no liens related to the Dredge Project have been placed on the Property. If
the County fails to comply with the provisions of this Paragraph 5 by the deadline imposed,
Lakeview shall notify the County in writing and the County shall have an additional sixty (60)
days from receipt of the notice to comply with the provisions of this Paragraph 5. If the County
then fails to comply within the 60-day period, then Lakeview shall have the right to bring the
4
168Sr
Disposal Site into compliance and the County shall be responsible for all costs and expenses for
doing so.
6. DREDGE PROJECT COSTS. Lakeview shall contribute $40,000.00 to the
Dredge Project for Reach 3 dredging and the County shall be responsible for all remaining
Dredge Project costs, including permit costs, mitigation expenses and severance fees (except any
severance fees owed by Lakeview to the County pursuant to Paragraph 4 resulting from the
Dredge Project.
7.
MONITORING.
Initial testing/sampling by the County's consultant(s) has
revealed contamination, including the presence of copper, in the water and submerged bottom
lands of Haldeman Creek. The County shall prepare a test plan to monitor the Spoil, water and
Disposal Site for contaminants, including copper. The test plan shall be submitted to Lakeview
for its approval prior to the County's use of the Disposal Site. The County shall implement the
approved test plan for the areas of known contamination throughout the duration of this
Agreement and shall issue weekly reports of the test plan results to Lakeview while work is
performed in the areas of known contamination. Final test results shall be submitted to Lakeview
on or before June 28, 2007. The County shall be responsible for all clean-up costs, fines and
penalties associated with the placement on, and removal of, any contaminants placed on the
Disposal Site pursuant to the Dredge Project.
8. TERMINATION. This Agreement shall automatically terminate at the earlier
of (a) May 31, 2007; or (b) when the provisions of Paragraph 5 have been satisfied.
9. PROJECT FUNDING. The County retains the right to create a municipal
taxing district or other source to fund the Dredge Project.
10. INDEMNIFICATION. To the extent permitted by law, the County shall
indemnify and hold hannless Lakeview and its successors and assigns for any and all damages or
5
1685 1
liabilities incurred by Lakeview and caused by the Dredge Project, including, but not limited to,
damages or liabilities arising from (a) non-compliance with the permits issued for the Dredge
Project, (b) the placement of liens on the Property pursuant to the Dredge Project, (c) the
placement of contaminated or hazardous Spoil on the Disposal Site pursuant to the Dredge
Project, and (d) third party injuries related to the Dredge Project.
II. MISCELLANEOUS PROVISIONS.
a. Any and all notices, designations, consents, offers, acceptances, or other
communications provided for herein shall be delivered to Lakeview, attention: Jack Antaramian,
Antaramian Development Corporation, 365 Fifth Avenue South, Suite 201, Naples, Florida
34102; and to George 1. Varnadoe, Esq. 821 Fifth Avenue South, Suite 201, Naples, Florida
34102.
b. Any and all notices, designations, consents, offers, acceptances, or other
communications provided for herein shall be delivered to the County, attention: County
Manager, Collier County Government Complex, 3301 Tamiami Trail East, Naples, FL 34112.
c. This writing embodies the entire agreement and understanding between
the parties. No other agreements or understandings, oral or written, exist between the parties.
No alteration, change or modification to the tenns of this Agreement shall have any force or
effect unless made in writing and signed by the parties hereto. This agreement shall be governed
and construed in accordance with the laws of the State of Florida. This Agreement may be
executed in each of several copies, each of which may be considered an original.
d. Lakeview may not sell, transfer, or assign this Agreement, or any part
hereof, without the written consent of the County, which consent shall not be unreasonably
withheld.
6
1685
.,
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed the
day and year aforesaid in counterparts, each counterpart to be considered an original.
. ',-,'" . r: ,~! :
ATTESl~' , "
DWIcmT ~'El~OCK, ~lerk
"j ".,' .,.,
BOARD OF COUNTY COMMISSIONERS
:LLlERC01=7~
J~LETT A, """"""
,-' ..
?7- '_/':it.,:
BY:'?/}~1.....:.,' ~
Attest 1'$' t9 Chat~.' uty Clerk
slonature oilUbl, ."
LAKEVIEW DRIVE OF NAPLES, LLC
l'
Printea Name
(2~:"T::~'/
Printed ame
Approved as to legal form and sufficiency:
tJ~oG ,I / ~
Heidi F. AshtOn, Assisiant County Attorney
06-ecm-OOS23/6
7
1685 ,:-
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16B6
DOCUMENT NOT RECEIVED IN
THE CLERK TO THE BOARD OFFICE
AS OF MARCH 27, 2008.
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP 16 C I'
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print on pink paper. ALtach to original document. Original documents should bl;' h:l1ld delivered to the Board Oilier. The t'OlTIPlcted routing slip amI original
documents are to be f{)r\varJcd to the 130ard ()fficl' only after the Board has taken action on the item.)
ROUTING SLIP
Complete routing lines #1 through #4 as appropriate for additional signatures, dates, and/or information needed. If the document is already complete with the
exec lion of the Chainnan's si aturc, draw a line thrau h foutin lines #1 throu h #4, com Jete the checklist, and forward to Sue Filson (line #5).
Route to Addressee(s)
List in routin order)
Office
Initials
Date
PRIMARY CONTACT INFORMATION
(The primary contact is the holder of the original document pending Bee approval. Normally the primary contact is the person who created/prepared the executive
summary. Primary contact information is needed in the event one of the addressees above, including Sue Filson, need to contact staff for additional or missing
information. All original documents needing the BCe Chairman's signature are to he delivered to the Bee office only after the BCC has acted to approve the
item)
2.
3.
4.
Name of Primary Staff Pam Callis Phone Number 403-2359
Contact
Agenda Date Item was March 27, 2007 Agenda Item Number 16Cl
Annroved bv the BCC
Type of Document Executive Summary, Resolution Iltt" Number of Original I
Attached Satisfaction of Liens (}JJ>1... Documents Attached
5. Sue Filson, Executive Manager
Board of County Commissioners
N/A(Not
A licable)
6. Minutes and Records
Clerk of Court's Office
'1)C--
'1)C
'J)C
(DC-
(DC
~c..
L
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark "N/A" in the Not Applicable column, whichever is
a ro riate.
Original document has been signed/initialed for legal sufficiency. (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office of the County Attorney. This includes signature pages from ordinances,
resolutions, etc. signed by the County Attorney's Office and signature pages from
contracts, agreements, etc. that have been fully executed by all parties except the BCC
Chairman and Clerk to the Board and ossibl State Officials.
All handwritten strike-through and revisions have been initialed by the County Attorney's
Office and all other arties exce t the BCC Chairman and the Clerk to the Board
The Chairman's signature line date has been entered as the date ofBCC approval of the
document or the final ne otiated contract date whichever is a licable.
"Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
si nature and initials are re uired.
In most cases (some contracts are an exception), the original document and this routing slip
should be provided to Sue Filson in the BCC office within 24 hours of BCC approvaL
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the BCC's actions are nullified. Be a are f our deadlines!
The document was approved by the BCC on (enter date) and all changes
made during the meeting have been incorpor ted i the attached document. The
Count Attorne 's Office has reviewed the chan es, if a licable.
I: Formsl County Forms! Bee Forms! Original Documents Routing Slip WWS Original 9.03.04, Revised 1.26.05, Revised 2.24.05
2.
3.
4.
5.
6.
16Cl
RESOLUTION NO. 2007 -f;R
A RESOLUTION APPROVING SATISFACTION OF LIEN
FOR CERTAIN ACCOUNT THAT HAVE PAID IN FULL
THE 1991 SOLID WASTE COLLECTION AND DISPOSAL
SERVICES SPECIAL ASSESSMENTS
WHEREAS, pursuant to Collier County Ordinance No. 90-30, as amended, the Board
of County Commissioners on January 26, 1993 adopted Resolution No. 93-29 authorizing
the recording of notices of liens for the delinquent solid waste collection and disposal
services special assessments for 1991; and
WHEREAS, Resolution No. 93-29, was recorded on February 1, 1993 in Official
Record Book 1793, Pages 459 through 598 of the Official Records of Collier County,
Florida, which placed a lien on certain properties for the delinquent solid waste collection
and disposal services special assessments for 1991; and
WHEREAS, Collier County Ordinance No. 90-30, as amended, requires the Board to
approve by Resolution and record in the Official Records a Satisfaction of Lien on all
accounts that have been paid in full.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA, that pursuant to Collier County
Ordinance No. 90-30, as amended, the Board recognizes full payment and receipt of the
1991 Service Year Solid Waste Collection and Disposal Special Assessments for the
following account numbered below, subsequent to the adoption of Resolution No. 93-29,
whereupon a lien had been recorded on real property pertaining to the account identified
herein. The Satisfaction of Lien attached hereto referencing the accounts identified herein
are hereby approved and the Chairman is hereby authorized to sign on behalf of the Board
of County Commissioners, and the Clerk is directed to record this Resolution and this
Satisfaction of Lien individually in the official records of Collier County:
5953
17750
This Resolution adopted this c11t-j., day of h1~RCII
second and majority vote
,
Account No.
, 2007, after motion,
ATTEST:.
bwlGHTE;. BROCK, CLERK
~U
A~t~St,~$.t.{l CM~
$1 ;;;;1,s L~',;~.'~ t()"r: '1 ~
BY:
JAM
Approved as to form and
'~~
rO vid. igel
County Attorney
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774- 8400
*** 3994571 OR: 4204 PG: 3340 ***
RBCORDBD in OFFICIAL RBCORDS of COLLIBR COUNTY, FL
03/29/2007 at 02:01PM DWIGHT B. BROCK, CLBRK
RBC m 10.00
coms 1.00
Retn:
CLBRK TO THB BOARD
INTBROFFICB 4TH FLOOR
BIT 7240
11?
,J~.. c,'
~
Property Folio No. 01134802704
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the owner and holder of
a certain Lien against:
BIRD, HUBERT
POBOX 72
COPELAND, FL 339260000
The Lien was recorded on the 1st day of February 1993, in Official Record Book
1793, Pages 459 through 598, in the Office of the Clerk of the Circuit Court of
Collier County, State of Florida. The Lien secures the principal sum of Ninety
Nine Dollars and Seventy Two Cents ($99.72) plus accrued interest and
penalties, if any, and imposes certain obligations against real property situated
in Collier County, Florida, described as follows:
135229 UNREC PAR 41 AND 42 DESC AS: COMM AT E 1/4
CNR SEC 13, N 68 DEG W 987.57FT, S 42 DEG W 37FT, N 52
DEG W 134.40FT, N 97FT, N 88 DEG W
Folio No.
Project No.
Account No.
01134802704
60000
17750
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier County,
Florida, acting through its Chairman, directs execution and recording of this
Satisfaction of Lien, by action of the Board this d 1rH day of
/Ylll/(CII ,2007.
"
ATTEST:
:QWIGHT E. BROCK, CLERK
~~ r-
.... t ~ ~
~;; [.'(Ii;;'":, 'D"-: .tl ..1~.5: ,
,. -'., . '~'., c' ., i
. Approved as to form
and Ie a . ienc/-J
BOARD OF COUNTY COMMISSIONERS
COLLIER CO~7:~F.L.~SP1
By: a,::/~' J~ / .
JAM COLI:: T A~
rDavid . eigel
County Attorney
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774- 8400
*** 3994570 OR: 4204 PG: 3339 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/29/2007 at 02:01PM DWIGHT E, BROCK, CLERK
REC m 10.00
coms 1.00
Retn:
CLERK TO THE BOARD
IMTERomCE 4TH FLOOR
m 7210
16 C 1
Property Folio No. 00127562201
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the owner and holder of
a certain Lien against:
HALL, ALIDA VICTOR
3011 ALAMO DR
IMMOKALEE, FL. 33934-0000
The Lien was recorded on the 1 st day of February 1993, in Official Record
Book 1793, Pages 459 through 598, in the Office of the Clerk of the Circuit
Court of Collier County, State of Florida. The Lien secures the principal sum of
One Hundred Two Dollars ($102.00) plus accrued interest and penalties, if any,
and imposes certain obligations against real property situated in Collier County,
Florida, described as follows:
44729 E 60FT OF S 102.53FT OF N 632.53FT OF W 130FT
OF E 1070FT OF N1/2 OF SE1/4 OF SE1/4 OR 1390 PG 2298
Folio No.
Project No.
Account No.
00127562201
60000
5953
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier County,
Florida, acting through its Chairman, directs execution and recording of this
Satisfaction of Lien, by action of the Board this Ol '/7"# day of
hJf1~CH ,2007.
ATTEST:
DWIGHT E. BROCK, CLERK
~~
siQoature cnl.
Approved as to form
and 'ciency ~
BOARD OF COUNTY COMMISSIONERS
COLLIER CO TY, F I
By:
JA
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP 16, C2
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO ,
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print 011 pink paper. AI1;'H:h to original document Original ducumcnis srmuld be hand delivered to fhe F~oard Omce. Irll.': completed rouling slip and original
documents arc to be forwarded 10 the Board Oflkl' only aft(~r the F~()arJ has taken act.iol1 on the item.)
ROUTING SLIP
Complete routing lines #1 through #4 as appropriate for additional signatures, dates, and/or information needed. If the document is already complete with the
exec tion of the Chairman's si nature, dmw a line throu h nlutin lines #1 thrall h #4, co lete the checklist. and forward to Sue Filson line #5).
Route to Addressee(s) Office Initials Date
(List in routin order)
2.
PRIMARY CONTACT INFORMATION
(The primary contact is the holder of the original document pending Bee approval. Normally the primary contact is the person who created/prepared the executive
summary. Primary contact information is needed in the event one of the addressees above, including Sue Filson, need to contact staff for additional or missing
information. All original documents needing the Bee Chairman's signature are to he delivered to the BeT office only after the Bee has acted to approve the
item.)
3.
4.
Name of Primary Staff Pam Callis Phone Number 403-2359
Contact
Agenda Date Item was March 27, 2007 Agenda Item Number 16C2
Approved bv the BCC
Type of Document Executive Summary, Resolution and Number of Original I
Attached Satisfaction of Liens 1.001 - U4 Documents Attached
5. Sue Filson, Executive Manager
Board of County Commissioners
Yes
(Initial)
6. Minutes and Records
Clerk of Court's Office
1JC--
'1Je-
"J)c.,
'J>c,
'1)e.-
1)~
L
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark "N/A" in the Not Applicable column, whichever is
a fa riate.
Original document has been signed/initialed for legal sufficiency. (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office of the County Attorney. This includes signature pages from ordinances,
resolutions, etc. signed by the County Attorney's Office and signature pages from
contracts, agreements, etc. that have been fully executed by all parties except the BCC
Chairman and Clerk to the Board and ossibl State Officials.)
All handwritten strike-through and revisions have been initialed by the County Attorney's
Office and all other arties exce t the BCC Chairman and the Clerk to the Board
The Chainnan's signature line date has been entered as the date of BCC approval of the
document or the final ne otiated contract date whichever is a licable.
"Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
si nature and initials are re uired.
In most cases (some contracts arc an exception), the original document and this routing slip
should be provided to Sue Filson in the BCe olliee within 24 hours ofBCC approval.
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the Bee's actions are nullified. Be a are f our deadlines!
The document was approved by the BCe on.!J '1 (enter date) and all changes
made during the meeting have been incorpor ted i the attached document. The
Count Attorne 's Office has reviewed the chan es, if a licable.
I: Forms/ County Forms/ Bee Forms/ Original Documents Routing Slip WWS Original 9.03.04, Revised \.26.05, Revised 2.24.05
2.
3.
4.
5.
6.
16C2
RESOLUTION NO. 2007- fi'l
A RESOLUTION APPROVING SATISFACTION OF LIENS FOR
CERTAIN ACCOUNTS THAT HAVE PAID IN FULL THE 1995
SOLID WASTE COLLECTION AND DISPOSAL SERVICES
SPECIAL ASSESSMENTS
WHEREAS, pursuant to Collier County Ordinance No. 90-30, as amended, the
Board of County Commissioners on August 1, 2000 adopted Resolution No. 2000-236
authorizing the recording of notices of liens for the delinquent solid waste collection and
disposal services special assessments for 1995; and
WHEREAS, Resolution No. 2000-236, was recorded on August 8, 2000 in Official
Record Book 2707, Pages 3195 through 3273 of the Official Records of Collier County,
Florida, which placed a lien on certain properties for the delinquent solid waste collection
and disposal services special assessments for 1995; and
WHEREAS, Collier County Ordinance No. 90-30, as amended, requires the Board
to approve by Resolution and record in the Official Records a Satisfaction of Liens on all
accounts that have been paid in full.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISIONERS OF COLLIER COUNTY, FLORIDA, that pursuant to Collier County
Ordinance 90-30, as amended the Board recognizes full payment and receipt of the 1995
Service Year Solid Waste Collection and Disposal Special Assessments for the following
accounts numbered below, subsequent to the adoption of Resolution No. 2000-236,
whereupon a lien had been recorded on real property pertaining to the accounts identified
herein. The Satisfactions of Lien attached hereto referencing the accounts identified herein
are hereby approved and the Chairman is hereby authorized to sign on behalf of the Board
of County Commissioners, and the Clerk is directed to record this Resolution and these
Satisfactions of Lien individually in the official records of Collier County:
Account No. 3625 4598 5856 1317816955173231893726411
This Resolution adopted this c11zJ.Aday of ml}~(!1I ,2007, after motion,
second and majority vote.
. l~\ : /' ~
ATTE;ST: ,
DWIGHT E.. ~ROC.K, CLERK
BOARD OF COMMISSIONERS
COLLIER COUNTY, FLORIDA
/1 ~~
/.. .
k': .... . .....'~^'
BY: //>~.:..:.", ~
~S COLETTA, CHAIRMAN
A."t~~~tt~ t~ an ,
,",:.
') "i '.'
Approved as to form and
legal s . i
-)
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994572 OR: 4204 PG: 3341 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/29/2001 at 02:01PM DWIGHT E. BROCK, CLERK
REC PEE 10.00
COPIES 1.00
Retn:
CLERK TO THE BOARD
INTEROmCE 4TH FLOOR
EIT 7240
16 C2
Property Folio No. 01134802704
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
BIRD, HUBERT
5301 19TH AVE SW
NAPLES FL 341165631
The Lien was recorded on the 8th day of August 2000, in Official Record Book
2707, Pages 3195 through 3273, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Two Dollars and Eighty Nine Cents ($102.89), plus accrued interest
and penalties, if any, and imposes certain obligations against real property
situated in Collier County, Florida, described as follows:
135229 UNREC PAR 41 AND 42 DESC AS: COMM AT E 1/4
CNR SEC 13, N 68 DEG W 987.57FT, S 42 DEG W 37FT, N 52
DEG W 134.40FT, N 97FT, N 88 DEG W
Folio No.
Project No.
Account No.
01134802704
65000
3625
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman, directs execution and recording of
this Satisfaction of Lien, by action of the Board thi~day of rnflRCII ,
2007.
.1:/
,"
A TTE;:sT:
DWIGHT E. BROCK, CLERK
~L/fl ,'"'
Atb':~t lit: tc cWlr/llan ,
S1 ',77"\: c 1',1
BOARD OF COUNTY COMMISSIONERS
COLLIER ~TY.,. FFjt6~~.
By: '~f.J..
J~S COLETTA, CHAIRMAN
Approved as to form
and legal sufficiency
02) ~.----;
rDavid c. W 'gel
County Attorney
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994573 OR: 4204 PG: 3342 ***
RBCORDBD in OFPICIAL RBCORDS of COLLIBR COUNTY, PL
03/29/2007 at 02:01PK DWIGHT B. BROCK, CLBRK
RBC m 10,00
coms I, 00
Retn:
CLBRK TO THB BOARD
INTBROPPICB 4TH PLOOR
BIT 7210
16 C 2 i '1
Property Folio No. 24478240009
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
RUNKLE, STERLING G
TRE 3 BOX 437
HANOVER, PA 173310000
The Lien was recorded on the 8lh day of August 2000, in Official Record Book
2707, Pages 3195 through 3273, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Two Dollars and Eighty Nine Cents ($102.89), plus accrued interest
and penalties, if any, and imposes certain obligations against real property
situated in Collier County, Florida, described as follows:
BONITA SHORES UNIT 1 BLK 7 LOT 22 OR 1268 PG 1489
Folio No.
Project No.
Account No.
24478240009
65000
4598
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman, directs execution and recording of
this Satisfaction of Lien, by action of the Board this.77Mday of 1IJJ9l?eH
2007.
ATTf;ST:
bw1~Ht E. BROCK, CLERK
~
Atte'!t ~~, to, C11G~
s jg1i~tu,'e .QtU.;
Approved as to form
and legal sufficiency ~
r~
County Attorney
~:,t~~~~~~~ERS
JAMt:"S COLETTA, CHAIRMAN
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994574 OR: 4204 PG: 3343 ***
RECORDED in OFFICIAL RECORDS of COLLIER COUNTY, FL
03/29/2001 at 02:01FM DWIGHT E. BROCK, CLERK
REC m 10.00
coms 1. 00
Retn:
CLERK TO THB BOARD
INTEROFFICE 4TH FLOOR
EIT 1240
16 C2 ~
Property Folio No. 66882480002
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
REYNA, RUDOLFO=& EDNA
PO BOX 275
IMMOKALEE FL 341430275
The Lien was recorded on the 8lh day of August 2000, in Official Record Book
2707, Pages 3195 through 3273, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of Fifty
Two Dollars and Sixty Five Cents ($52.65), plus accrued interest and penalties,
if any, and imposes certain obligations against real property situated in Collier
County, Florida, described as follows:
PINECREST BLK 0 LOT 4 OR 573 PG 481
Folio No.
Project No.
Account No.
66882480002
65001
5856
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman, directs execution and recording of
this Satisfaction of Lien, by action of the Board thi~day of /IJ IIlfeH ,
2007.
.., --:~,. . c.;)" :' ~
'\.'.!
ATTE;ST:.. .
DWIC:\.HTE. SROCK, CLERK
A~'1jp; ,-
"1".,'j;r{' "~;(~ ;.'\':; '1 '" p
II 'i .., '"''''" '. ,,"'..-
Approved as to form
and legal sufficiency
rDU~
County Attorney
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994575 OR: 4204 PG: 3344 ***
RBCORDBD in O!!ICIAL RBCORDS of COLLIBR COUNTY, !L
03/29/2001 at 02:01PM DWIGHT B, BROCK, CLBRK
RBC FEE 10,00
coms 1.00
Retn:
CLBRK TO THB BOARD
IMTBROmCB 4TH FLOOR
m 1210
16 C2
Property Folio No. 38050360005
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
KRYSEK, THOMAS J=& CINDY L S
3760 23RD AVE SW
NAPLES FL 341176652
The Lien was recorded on the 8lh day of August 2000, in Official Record Book
2707, Pages 3195 through 3273, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Two Dollars and Eighty Nine Cents ($102.89), plus accrued interest
and penalties, if any, and imposes certain obligations against real property
situated in Collier County, Florida, described as follows:
GOLDEN GATE EST UNIT 28 E 75FT OF TR 107 OR 1072 PG
307
Folio No.
Project No.
Account No.
38050360005
65000
13178
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman, directs execution and recording of
this Satisfaction of Lien, by action of the Board thi&:;(~day of mlll?~fI
2007.
"
,/\:rTEST:
DWIGHT E..B~OCK, CLERK
~~~>'<
~,t;<__, .....-.- ',-' _ ;' _ l _ "
j _ _ _ ' ,', ,_ ~. "_, .~, '" '. ,.' _ 'l. .' . .
';:."". - --
BOARD OF CO,U,.N"T.",. Y,~,~ C,~ 0 MISSIONERS
CB:LLlER C~~TN
JA~ COLETTA, CHAIRMAN
Approved as to form
and legal sufficiency
cti; ~L:~
~Da id C. W I el
County Attorney
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994576 OR: 4204 PG: 3345 ***
RBCORDBD in OFFICIAL RBCORDS of COLLIBR COUNTY, FL
03/29/2001 at 02:01PM DWIGHT B. BROCK, CLBRK
RBC FEE 10.00
coms 1.00
Retn:
CLBRK TO THB BOARD
INTBROFFICB 4TH FLOOR
BIT 1210
Property Folio No. 48783480006
'C-,C2 I~
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
COLLINS, JOHN IRVEN
3050 ANDREWS AVE
NAPLES,FL 341127302
The Lien was recorded on the 8th day of August 2000, in Official Record Book
2707, Pages 3195 through 3273, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Two Dollars and Eighty Nine Cents ($102.89), plus accrued interest
and penalties, if any, and imposes certain obligations against real property
situated in Collier County, Florida, described as follows:
HALLEN DALE LOT 95 OR 2057 PG 604
Folio No.
Project No.
Account No.
48783480006
65000
16955
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman, directs execution and recording of
this Satisfaction of Lien, by action of the Board this~ay of 1IJ/tI?CfI ,
2007.
. ,.'~ ,'- " j . r
','
ATTEST:
. ,j , , .
D~IGH.TE. SROCK, CLERK
~~ By:
Attest 'as . \q ,0la1r " n !
s 1 Qnature en 1 "
Approved as to form
and legal sufficiency
~~~~~
~avid . eigel
County Attorney
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tarniami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994577 OR: 4204 PG: 3346 ***
RBCORDBD in OFFICIAL RBCORDS of COLLIBR COUNTY, FL
03/29/2001 at 02:01PM DWIGHT B. BROCK, CLBRK
RBC m 10.00
coms 1. 00
Retn:
CLBRK TO THB BOARD
INTBROmCB 4TH FLOOR
BXT 7210
Property Folio No. 50891400102
16 G2 ~
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
JOHNSON, ERNEST A=& BARBARA K
2772 HOLLY AVE
NAPLES, FL 341127300
The Lien was recorded on the 8lh day of August 2000, in Official Record Book
2707, Pages 3195 through 3273, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Two Dollars and Eighty Nine Cents ($102.89), plus accrued interest
and penalties, if any, and imposes certain obligations against real property
situated in Collier County, Florida, described as follows:
HOLLY TERRACE LOT 49 OR 1746 PG 2311
Folio No.
Project No.
Account No.
50891400102
65000
17323
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman, directs execution and recording of
this Satisfaction of Lien, by action of the Board thi~day of /nflRell
2007.
. \.:1;"/}
. ,
ATTEST: "
DWIGHt E. BBOCK, CLERK
~'W-
.tte!:t: !I~. to Ol!l~
s\qnature on1'
Approved as to form
and legal sufficiency
rJ~~
County Attorney
BOARD OF COUNTY COMMISSIONERS
COLLIER COc~~Y, F~ID
/';.""",,..-<I\,I";f,_?1,
By: .< .. L. .
JA S COLETTA, CHAIRMAN
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994578 OR: 4204 PG: 3347 ***
RBCORDBD in OFFICIAL RBCORDS of COLLIBR COUNTY, FL
03/29/2007 at 02:01PM DWIGHT B. BROCK, CLBRK
RBC m 10.00
coms 1. 00
Retn:
CLBRK TO THB BOARD
INTBROmCB 4TH FLOOR
BXT 7240
Property Folio No. 55701640002
1682
~
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
RAYMER, VINCENT 0
2832 LINDA DR
NAPLES, FL. 341126373
The Lien was recorded on the 8lh day of August 2000, in Official Record Book
2707, Pages 3195 through 3273, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Two Dollars and Eighty Nine Cents ($102.89), plus accrued interest
and penalties, if any, and imposes certain obligations against real property
situated in Collier County, Florida, described as follows:
LINDA PARK LOT 42 + W 25FT LOT 43 OR 1809 PG 2318
Folio No.
Project No.
Account No.
55701640002
65000
18937
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman, directs execution and recording of
this Satisfaction of Lien, by action of the Board thi~day of IJ?I7,(t1H
2007.
. L ,) ,~t: r,
~;
AlTEST;
[)Wi\:3H'T E, BROCK, CLERK
; "--.. J, ~ ;/ ~e
~~-
. ~ t :,: ~.;:c~')~~") ~ . .~", I
, ',' ~'" '..U;' ,": "~ln"'tl
By:
JAM
Approved as to form
and legal sufficiency
~ ~-)
/
it. vid c. eigel
County Attorney
This instrument prepared by:
Robert Zachary
Assistant County Attorney
Office of the County Attorney
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8400
*** 3994579 OR: 4204 PG: 3348 ***
RBCORDBD in OPPICIAL RBCORDS of COLLIBR CDUNTY, PL
03/29/2001 at 02:01PM DWIGHT B. BROCK. CLBRK
RBC PEE 10.00
COPIES 1.00
Retn:
CLBRK TO THB BOARD
INTBROPPICB 4TH PLOOR
BIT 1240
Property Folio No. 67390861426
16
,r'., ,.~.,
, -
~ tf
j,-) t.,
SATISFACTION OF LIEN
KNOW ALL MEN BY THESE PRESENT: That the BOARD OF
COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA was the
owner and holder of a certain Lien against:
MOSCA,PATRICIA A
830 MEADOWLAND DR APT G
NAPLES, FL 341082548
The Lien was recorded on the 8th day of August 2000, in Official Record Book
2707, Pages 3195 through 3273, in the Office of the Clerk of the Circuit Court
of Collier County, State of Florida. The Lien secures the principal sum of One
Hundred Two Dollars and Eighty Nine Cents ($102.89), plus accrued interest
and penalties, if any, and imposes certain obligations against real property
situated in Collier County, Florida, described as follows:
PINE RIDGE 2ND EXT REP BLK B A PORT OF LOT 2 NKA 16-
5 PH II PELICAN RIDGE (HO) DESC IN OR 1327 PG 1819
Folio No.
Project No.
Account No.
67390861426
65000
26411
Collier County, a political subdivision of the State of Florida, hereby
acknowledges receipt of payment in full satisfaction of the Lien and hereby
cancels Lien.
The Clerk of the Circuit Court is hereby directed to record this Satisfaction of
Lien in the official Records of Collier County, Florida, to acknowledge that the
Lien ceases to exist.
IN WITNESS WHEREOF, the Board of County Commissioners of Collier
County, Florida, acting through its Chairman, directs execution and recording of
this Satisfaction of Lien, by action of the Board thi~day of Hlltl1ell
2007.
"
ATtEST .
DWIGHT.E. BROCK, CLERK
~.'?-;'
v;,,~t ,"- t'J~
. '/..' ., Lt,) , ."
.,. ':::;:1_:;' ~r,1\'\;
Approved as to form
and legal sufficiency
~ ~-7
pA-
y/ vid C. W . el
6 County Attorney
BOARD OF COUNTY COMMISSIONERS
COLLIER CO Y,: -6~~
. I {,' ..,,,~r
S COLETTA, CHAIRMAN
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP 16 C 3
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print on pink paper. Attach to original document. Original documents ~hOll)d be hand deliven.:d to the Hoard Otlice. Tl1e completed routing slip and origin:lJ
documents are to be fonvarded to the Board ()ffice only after the Board has taken ;Jctioll on the item.)
ROUTING SLIP
Complete routing lines #1 through #4 as appropriate for additional signatures, dates, and/or information needed. If the document is already complete with the
exec tion of the Chairman's 5i ature, draw a line thrau h routino- lines #1 throu h #4, co lete the checklist, and forward to Sue Fi]son (line #5 .
Route to Addressee(s) Office Initials Date
(List in routin order)
2.
PRIMARY CONTACT INFORMATION
(The primary contact is the holder of the original document pending Bee approval. Normally the primary contact is the person who created/prepared the executive
summary. Primary contact information is needed in the event one of the addressees above, including Sue Filson, need to contact staff for additional or missing
information. All original documents needing the BCe Chairman's signature arc to be delivered to the BeC' office only after the Bee has acted to approve the
3.
item.)
Name of Primary Staff Pam Callis Phone Number 403-2359
Contact
Agenda Date Item was March 27, 2007 Agenda Item Number l6C3
Approved by the BCC
Type of Document Executive Summary, Resolution and Number of Original 1
Attached Satisfaction of Liens J_tJo1- 1'0 Documents Attached
4.
Yes
(Initial
5. Sue Filson, Executive Manager
Board of County Commissioners
'2)6
'J)C
'J)C,
1)t!-
(J)6
;:])6
6. Minutes and Records
Clerk of Court's Office
I: Forms/ County Forms/ BCC Fonns/ Original DOl,;uments Routing Slip WWS Original 9.03.04, Revised 1.26.05, Revised 2.24.05
L
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark "N/A" in the Not Applicable column, whichever is
a ro riate.
Original document has been signed/initialed for legal sufficiency. (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office of the County Attorney. This mcludes signature pages from ordinances,
resolutions, etc. signed by the County Attorney's Office and signature pages from
contracts, agreements, etc. that have been fully executed by all parties except the BCC
Chairman and Clerk to the Board and ossibl State Officials.)
All handwritten strike-through and revisions have been initialed by the County Attorney's
Office and all other arties exce t the BCC Chairman and the Clerk to the Board
The Chainnan's signature line date has been entered as the date ofBCC approval of the
document or the final ne otiated contract date whichever is a licable.
"Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
si nature and initials arc re uired.
In most cases (some contracts arc an exception), the original document and this routing slip
should be provided to Sue Filson in the BCC office within 24 hours of BCC approval.
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the BeC's actions are nullified. Be a are of our deadlines!
The doeument was approved by the BCe" (enter date) and all changes
made during the meeting have been incorporated n the attached document. The
Count Attorne 's Office has reviewed the chan es, if a Iicable.
2.
3.
4.
5.
6.
16 '..~'3
RESOLUTION NO. 2007- 70
A RESOLUTION APPROVING SATISFACTION OF LIENS FOR
CERTAIN ACCOUNTS THAT HAVE PAID IN FULL THE 1996
SOLID WASTE COLLECTION AND DISPOSAL SERVICES
SPECIAL ASSESSMENTS
WHEREAS, pursuant to Collier County Ordinance No. 90-30, as amended, the
Board of County Commissioners on August 1, 2000 adopted Resolution No. 2000-237
authorizing the recording of notices of liens for the delinquent solid waste collection and
disposal services special assessments for 1996; and
WHEREAS, Resolution No. 2000-237, was recorded on August 8, 2000 in Official
Record Book 2708, Pages 0199 through 0309 of the Official Records of Collier County,
Florida, which placed a lien on certain properties for the delinquent solid waste collection
and disposal services special assessments for 1996; and
WHEREAS, Collier County Ordinance No. 90-30, as amended, requires the Board
to approve by Resolution and record in Official Records a Satisfaction of Liens on all
accounts that have been paid in full.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISIONERS OF COLLIER COUNTY, FLORIDA, that pursuant to Collier County
Ordinance No. 90-30, as amended the Board recognizes full payment and receipt of the
1996 Service Year Solid Waste Collection and Disposal Special Assessments for the
following account numbered below, subsequent to the adoption of Resolution No. 2000-
237, whereupon a lien had been recorded on real property pertaining to the accounts
identified herein. The Satisfactions of Lien attached hereto referencing the accounts
identified herein are hereby approved and the Chairman is hereby authorized to sign on
behalf of the Board of County Commissioners, and the Clerk is directed to record this
Resolution and these Satisfactions of Lien individually in the official records of Collier
County:
Account No. 26
15859
28927
110 709 2448 3780 4815 5296 14368 14711
16337 18872 19240 20941 23074 24617 27863 28574
This Resolution adopted after thisd7t-hday of mf}/(CH , 2007 after motion, second and
majority~6re~ ".
~.' t. "
<,~' ~"'" 'j , .
Al'TES1: ,'. ..
D~IGHT E. B~CK', CLERK
'~'.~
S gnaturj;! onl,
Approvea as to for~
I u ciency' .
BOARD OF COMMISSIONERS
COLLIER COUNTY, FLORIDA
BY:
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
16C4
Print on pink paper. Attal:h to original docuffil:nt. Original documents should be hand delivered tt) the 130llrd Office. The l'ompleted TOuting slip and original
documents arc to be fonvllrded to the Board Office only ath'f the lloard has taken action on the item.)
ROUTING SLIP
Complete routing lines #1 through #4 as appropriate for additional signatures, dates, and/or information needed. If the document is already complete with the
exec tion of the Chaimlan's si atuTe, draw a line thrau h routin ~ lines #1 thrall h #4, co lete the checklist, and forward to Sue Filson (line #5 ,
Route to Addressee(s) Office Initials Date
List in routin order
2.
PRIMARY CONT ACT INFORMATION
(The primary contact is the holder of the original document pending Bee approval. Normally the primary contact is the person who created/prepared the executive
summary. Primary contact information is needed in the event one of the addressees above, including Sue Filson, need to contact staff for additional or missing
information. All original documents needing the Bee Chairman's signature are to be delivered to the Bee office only after the BCe has acted to approve the
3.
4.
item.)
Name of Primary Staff Pam Callis Phone Number 403-2359
Contact
Agenda Date Item was March 27,2007 Agenda Item Number 16C4
Approved bv the BCC
Type of Document Executive Summary, Exhibit "A" and Number of Original I
Attached Satisfaction of Notice of Promise to Pay Documents Attached
5. Sue Filson, Executive Manager
Board of County Commissioners
Yes
(Initial
6. Minutes and Records
Clerk ofCourl's Office
".J)c-
:J)C-
::DC
'1)c,
':1)&
':])6
L
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark "N/A" in the Not Applicable column, whichever is
a ro riate.
Original document has been signed/initialed for legal sufficiency. (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office of the County Attorney. This includes signature pages from ordinances,
resolutions, etc. signed by the County Attorney's Office and signature pages from
contracts, agreements, etc. that have been fully executed by all parties except the Bee
Chairman and Clerk to the Board and ossibl State Officials.
All handwritten strike-through and revisions have been initialed by the County Attorney's
Office and all other arties exce t the BCC Chairman and the Clerk to the Board
The Chairman's signature line date has been entered as the date ofBCC approval of the
document or the final ne 'otiated contract date whichever is a licable.
"Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
si nature and initials are re uired.
In most cases (some contracts arc an exception), the original document and this routing slip
should be provided to Sue Filson in the Bee office within 24 hours ofBCe approvaL
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the BCe's actions are nullified. Be a are f our deadlines!
The document was approved by the Bce on..3 (enter date) and all cbanges
made during the meeting have been incorporated i the attached document. The
Count Attorne 's Office has reviewed the chan es, if a licable.
I: Forms! County Forms! BeC Forms/ Original Documents Routing Slip WWS Original 9.03.04, Revised 1.26.05, Revised 2.24.05
2.
3.
4.
5.
6.
16C4
EXECUTIVE SUMMARY
Recommendation to approve, execute and record Satisfactions for certain Water
and/or Sewer Impact Fee Payment Agreements. Fiscal impact is $127.00 to
record the Satisfactions of Lien.
OBJECTIVE: Recommendation that the Board acknowledges full payment, and
executes Satisfactions for the Agreement To Extend Installment Payment of Water
and/or Sewer System Impact Fees.
CONSIDERATIONS: The Board of County Commissioners of Collier County, Florida
as Ex-Officio the Governing Board of the Collier County Water Sewer District, is the
owner and holder of the Notice of Promise to Pay and Agreement to Extend Payment of
Water and/or Sewer System Impact Fees executed by:
SEE ATTACHED EXHIBIT "A"
Full payment and satisfactions of these agreements have been made.
The County Attorney's Office has reviewed and approved the satisfactions.
FISCAL IMPACT: Satisfaction of these agreements has increased the cash flow in the
water impact fee (Fund 411) by $2,645.00 and sewer impact fee (Fund 413) by
$10,730.00. The fiscal impact for recording the Satisfactions of Lien is approximately
$127.00, which is to be charged to (Fund 408) the County Water/ Sewer Operating
Fund Utility Billing cost center.
GROWTH MANAGEMENT IMPACT: There is no Growth Management impact
associated with these items.
RECOMMENDATION: Recommendation to acknowledge full payment and the
satisfactions of these agreements and to surrender the same as canceled. Authorize
the Chairman to execute the Satisfactions of Notice of Promise to Pay and Agreement.
PREPARED BY: Pam Callis, Revenue Supervisor, Utility Billing Customer Service.
16G4
EXHIBIT "A"
I. Leo M. Armstrong and Linda L Armstrong, husband and wife, securing the
principal balance of one thousand one hundred eighty dollars and no cents
($1,180.00). Folio #81626880005.
2. Christopher Karl Becker and Bonny Sue Becker, husband and wife, securing the
principal balance of six hundred forty five dollars and no cents ($645.00).
Folio #81621000000.
3. George E. Belcher, securing the principal balance of one thousand one hundred
eighty dollars and no cents ($1,180.00), Folio #81629480004.
4. John J. Chisholm and Donna L Chisholm, husband and wife, securing the
principal balance of one thousand one hundred eighty dollars and no cents
($1,180,00). Folio #48484880002.
5. Judy Lynn Howard, daughter and residual beneficiary, securing the principal
balance of two thousand six hundred forty five dollars and no cents ($2,645.00).
Folio #00729880006.
6. Jay W. Kowalski and Sandra Kowalski, husband and wife, securing the principal
balance of one thousand one hundred eighty dollars and no cents ($1,180.00).
Folio #48483160008.
7. Irving L Larson and Violet H. Larson, husband and wife, securing the principal
balance of six hundred forty five dollars and no cents ($645.00).
Folio #00734520005.
8. Robert H. Lohnes and Linda G. Lohnes, husband and wife, securing the principal
balance of one thousand, one hundred eighty dollars and no cents. ($1,180.00)
Folio #48480040008.
9. Robert Mello and Beverly Mello, husband and wife, securing the principal
balance of one thousand one hundred eighty dollars and no cents ($1,180.00).
Folio #48481320002.
10. Joseph Edward Ruppert, a single person, securing the principal balance of one
thousand one hundred eighty dollars and no cents ($1,180.00).
Folio #68890520004.
I L Richard J. Wayman and Jean Wayman, husband and wife, securing the principal
balance of one thousand one hundred eighty dollars and no cents ($1,180.00),
Folio #81626760002.
16C5
MEMORANDUM
DATE:
April 20, 2007
TO:
John Curran, Purchasing Agent
Purchasing Department
FROM:
Ann Jennejohn, Deputy Clerk
Minutes and Records Dept.
RE:
Contract #07-4118
"Henderson Creek Subdivision Water
Distribution Improvement"
Contractor: Kyle Construction
Enclosed are three (3) original contract documents, as referenced above
(Agenda Item #16C5) approved by the Board of County Commissioners
on Tuesday, March 27, 2007.
The Finance Department and Minutes & Records Department have their
copIes.
If you should have any questions, you may contact me at 774-8406.
Thank you,
Enclosures (3)
."'},.-f""'CI'[' e
~,' ,'"'' , "". 5
"':"e' ..,...._,', --.
,:l ;., ',I ?fnl
, .~ : '1 ,',11 ': " -~" :r~:;;
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print on pink paper. Attach to original document. Original doclIlllents shlluld he hand tielivercd to the Board Office. rht: completed routing slip and original documents
are 10 he forwarded to the B()ard Office only aftl'r lhe Board has taken adi!)!l nn the item.)
ROUTING SLIP
Complete routing lines #1 through #4 as appropriate for additional signatures, dates, andlor information needed. If the document is already complete with the exception
of the Chairman's si2llature, draw a line throul!h routinl! lines # I throul!h #4, comolete the checklist, and forward to Sue Filson (line #5),
Route to Addressee(s) Office Initials Date
(List in routinlI order)
1.
2.
3.
/1
4. Colleen M. Greene Assistant County Attorney ( 7r\~ () 04/19/07
5. Sue Filson, Executive Manager Board of County Commissioners
6. Minutes and Records Clerk of Court's Office
PRIMARY CONTACT INFORMATION
(The primary contact is the holder of the original document pending Bee approval. Normally the primary contact is the person who crcated/prepared the executive
summary. Primary contact infonnation is needed in the event one of the addressees above, including Sue Filson, need to contact staff for additional or missing
information. All orieinal documents needin!! the BCe Chairman's signature are to be delivered to the Bee office onlv atler the Bee has acted to annrove the item.)
Name of Primary Staff John Curran, Purchasing Agent Phone Number 417-6098
Contact
Agenda Date Item was March 27, 2007 Agenda Item Number 16.C.5
Approved bv the BCC
Type of Document Attached Contract: 07-4118 "Henderson Creek Subdivision Water Number of Original Five (5)
Distribution Improvement" Documents Attached
Initial the Yes column or mark "N/A" in the Not Applicable column, whichever is appropriate, Yes N/A(Not
(Initial) Applicable)
L Original document has been signed/initialed for legal sufficiency. (All documents to be signed by the CMG
Chainnan, with the exception of most letters, must be reviewed and signed by the Office of the County
Attorney. This includes signature pages from ordinances, resolutions, etc. signed by the County Attorney's
Office and signature pages from contracts, agreements, etc. that have been fully executed by all parties except
the BCC Chainnan and Clerk to the Board and nossiblv State Officials, \
2, All handwritten strike-through and revisions have been initialed by the County Attorney's Office CMG
and all other parties except the BCC Chairman and the Clerk to the Board
3, The Chairman's signature line date has been entered as the date ofBCC approval of the document CMG
or the final neQotiated contract date whichever is applicable,
4. "Sign here" tabs are placed on the appropriate pages indicating where the Chairman's signature and CMG
initials are required.
5, In most cases (some contracts are an exception), the original document and this routing slip should CMG
be provided to Sue Filson in the BCC office within 24 hours of BCC approval. Some documents are
time sensitive and require forwarding to Tallahassee within a certain time frame or the BCC's
actions are nullified. Be aware ofvour deadlines!
6, The document was approved hy the BCC on March 27, 2007 and all changes made during the CMG
meeting have heen incorporated in the attached document. The County Attorney's Office has
reviewed the chanlles, if aooUcahle.
INSTRUCTIONS & CHECKLIST
16C5
ITEM NO.:
;" ~-Il ,'- I)~~ t"...'f":"
"d ' .'--,L \.! !f it"
DATE RECEIVED: ,;c)Ui'~TY ATTOR~:if:\
FILE NO.:
200] r,PR I 8 AM 8: I 7
ROUTED TO: 0 7 -PRc-()o, 76
DO NOT WRITE ABOVE TillS LINE
REQUEST FOR LEGAL SERVICES
\o/\.
\A\\~ ~
~ ~rs \0
V'S'l,
~
Date:
April 16, 2007
To:
Robert Zachary
Assistant County Attorney
/JDe?
John CurraYtf L
Purchasing.Agent
239/417-6098
From:
Re: Contract: 07-4118 "Henderson Creek Subdivision Water Distribution
Improvement"
Contractor: Kyle Construction
BACKGROUND OF REQUEST:
This contract was approved by the BCC on March 27, 2007
Agenda Item: 16,C,5
This item has not been previously submitted.
ACTION REQUESTED:
Contract review and approval.
OTHER COMMENTS:
Please forward to BCC for signature after approval. If there are any questions
concerning the document, please contact me. Purchasing would appreciate
notification when the documents exit your office, Thank you.
~(tqI07- ~~fv~a-d~C
16C5 (
Memorandum
FROM:
Wayne Fiyalko
Manager, Risk Finance
John Curran~(l:7
, 0
Purchasing/Agent
'1TE RECEIVED
APi: 1 7 2007
RISK MANAGEMENT
DATE:
April 16, 2007
TO:
RE:
Review ofInsurance for: 07-4118 "Henderson Creek Subdivision Water
Distribution Improvements"
Kyle Construction, Inco
This Contract was approved by the BCC on March 27, 2007 Agenda # I6.C.5
Please review the Insurance Certificate in this Agreement for the referenced Contract. If
everything is acceptable, please forward to the County Attorney for further review and
approval. I would appreciate it if you would advise me when it has been forwarded,
If you have any questions, please contact me at 417-6098
cc: Pam Libby,
Operations Manager, Water Department
16 C5 J
Henderson Creek Subdivision Water Distribution Improvements
COLLIER COUNTY BID NO, 07-4118
COLLIER COUNTY, FLORIDA
Design Professional:
Boyle engineering
COLLIER COUNTY PURCHASING DEPARTMENT
3301 Tamiami Trail, East
Naples, Florida 34112
16C5
TABLE OF CONTENTS
A. PUBLIC NOTICE/LEGAL ADVERTISEMENT (PAGE 1 ONLY)
B, INSTRUCTIONS TO BIDDERS
C, BID, BID SCHEDULE AND OTHER DOCUMENTS
D. AGREEMENT
E, AGREEMENT EXHIBITS
EXHIBIT A: Performance and Payment Bond Forms
EXHIBIT B: Insurance Requirement Form
EXHIBIT C: Release and Affidavit Form
EXHIBIT D: Contractor Application for Payment Form
EXHIBIT E: Change Order Form
EXHIBIT F: Certificate of Substantial Completion Form
EXHIBIT G: Final Payment Checklist
EXHIBIT H: General Terms and Conditions
EXHIBIT I: Supplemental Terms and Conditions
EXHIBIT J: Technical Specifications
EXHIBIT K: Permits
EXHIBIT L: Standard Details (if applicable)
EXHIBIT M: Plans and Specifications prepared by Boyle Engineering
and identified as follows: Henderson Creek Subdivision Water
Distribution Improvements as shown on Plan Sheets G1 through
G4, C101 thru C503,
EXHIBIT N: Contractor's List of Key Personnel
EXHIBIT 0: Stored Materials Records
16C5 n_
PUBLIC NOTICE
INVITATION TO BID
COLLIER COUNTY, FLORIDA
Henderson Creek Subdivision Water Distribution Improvements
COUNTY BID NO. 07-4118
Separate sealed bids for the construction of Henderson Creek Subdivision Water
Distribution Improvements, addressed to Mr. Steve Carnell, Purchasing Director, will be
received at the Collier County Government Complex, 3301 Tamiami Trail East,
Purchasing Building, Purchasing Department, Naples, Florida 34112, until 2:30 P.M.
LOCAL TIME, on the 2nd day of March, 2007, at which time all bids will be publicly
opened and read aloud. Any bids received after the time and date specified will not be
accepted and shall be returned unopened to the Bidder.
A non-mandatory pre-bid conference shall be held at the Purchasing Department,
Conference Room A, Purchasing Building "G" at 10:30 a.m. LOCAL TIME on the 14th
day of February, 2007, at which time all prospective Bidders may have questions
answered regarding the Bidding Documents for this Project. All Bidders shall submit all
questions via email toJohnCurranlalCollierqov.net. The Engineer's Estimate for this
project is One Million Four Hundred and Twenty Eight Thousand and Eight Hundred
and Four Dollars and no cents ($1,428,804,00).
Sealed envelopes containing bids shall be marked or endorsed "Bid for Collier County
Government, Collier County, Henderson Creek Subdivision Water Distribution
Improvements Bid No. 07-4118 and Bid Date of March 2nd, 2007". No bid shall be
considered unless it is made on an unaltered Bid form which is included in the Bidding
Documents. The Bid Schedule (GC-P-1 through GC-P-13) shall be removed from the
Bidding Documents prior to submittal.
One contract will be awarded for all Work, Bidding Documents may be examined at the
Purchasing Department, Purchasing Building, 3301 Tamiami Trail East, Naples, Florida
34112.
Copies of the Bidding Documents may be obtained only at the offices of the Purchasing
Department, upon payment of $75,00 for each set of documents to offset the cost of
reproduction. Return of the documents is not required, and the amount paid for the
documents is nonrefundable,
The following plan room services may have obtained copies of the Bidding Documents
for the work contemplated herein:
McGraw-Hili Construction Dodge
2830 Winkler Avenue, Suite 104A
Ft Myers, FL 33916
GC-PN-1
16C5l
Each bid shall be accompanied by a certified or cashiers check or a Bid Bond in an
amount not less than five percent (5%) of the total Bid to be retained as liquidated
damages in the event the Successful Bidder fails to execute the Agreement and file the
required bonds and insurance within fifteen (15) calendar days after the receipt of the
Notice of Award. The Successful Bidder acknowledges and agrees that it shall execute
the Agreement in the form attached hereto and incorporated herein,
The Successful Bidder shall be required to furnish the necessary Payment and
Performance Bonds, as prescribed in the General Conditions of the Contract
Documents. All Bid Bonds, Payment and Performance Bonds, Insurance Contracts and
Certificates of Insurance shall be either be executed by or countersigned by a licensed
resident agent of the surety or insurance company having its place of business in the
State of Florida. Further, the said surety or insurance company shall be duly licensed
and qualified to do business in the State of Florida. Attorneys-in-fact that sign Bid
Bonds or Payment and Performance Bonds must file with each bond a certified and
effective dated copy of their Power of Attorney.
In order to perform public work, the Successful Bidder shall, as applicable, hold or
obtain such contractor's and business licenses, certifications and registrations as
required by State statutes and County ordinances.
Before a contract will be awarded for the Work contemplated herein, the Owner shall
conduct such investigations as it deems necessary to determine the performance record
and ability of the apparent low Bidder to perform the size and type of work specified in
the Bidding Documents, Upon request, the Bidder shall submit such information as
deemed necessary by the Owner to evaluate the Bidder's qualifications,
The Successful Bidder shall be required to finally complete all Work within two hundred
and forty (240) calendar days from and after the Commencement Date specified in the
Notice to Proceed.
The Owner reserves the right to reject all Bids or any Bid not conforming to the intent
and purpose of the Bidding Documents, and to postpone the award of the contract for a
period of time which, however, shall not extend beyond one hundred twenty (120) days
from the bid opening date without the consent of the Successful Bidder.
Dated this 5th day of February, 2007,
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
BY: /s/ Stephen y, Carnell
Purchasing/General Services Director
GC-PN-2
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PART B - INSTRUCTIONS TO BIDDERS
Section 1. Definitions
1,1 The term "Owner" used herein refers to the Board of County Commissioners, or
its duly authorized representative,
1,2 The term "Project Manager" used herein refers to the Owner's duly authorized
representative and shall mean the Division Administrator or Department Director, as
applicable, acting directly or through duly authorized representatives,
1.3 The term "Design Professional" refers to the licensed professional engineer or
architect who is in privity with the Owner for the purpose of designing and/or monitoring
the construction of the project. At the Owner's discretion, any or all duties of the Design
Professional referenced in the Contract Documents may be assumed at any time by the
Project Manager on behalf of the Owner. Conversely, at the Owner's discretion the
Project Manager may formally assign any of his/her duties specified in the Contract
Documents to the Design Professional.
1.4 The term "Bidder" used herein means one who submits a bid directly to the
Owner in response to this solicitation.
1.5 The term "Successful Bidder" means the lowest qualified, responsible and
responsive Bidder who is awarded the contract by the Board of County Commissioners,
on the basis of the Owner's evaluation,
1,6 The term "Bidding Documents" includes the Legal Advertisement, these
Instructions to Bidders, the Bid Schedule and the Contract Documents as defined in the
Agreement.
1.7 The term "Bid" shall mean a completed Bid Schedule, bound in the Bidding
Documents, properly signed, providing the Owner a proposed cost for providing the
services required in the Bidding Documents,
Section 2. Preparation of Bids
2,1 The Bids must be submitted on the standard form herein furnished by the Owner
(pages GC-P-1 to GC-P-13 as bound in these Bidding Documents). By submitting a Bid,
Bidder acknowledges and agrees that it shall execute the Agreement in the form
attached hereto and incorporated herein, The Bidder shall complete the Bid in ink or by
typewriter and shall sign the Bid correctly, Bid Schedules submitted on disk/CD shall be
accompanied by a hard copy of the completed Bid Schedule which shall be signed and
dated by the Bidder. The Bid may be rejected if it contains any omission, alteration of
form, conditional bid or irregularities of any kind, Bids must be submitted in sealed
envelopes, marked with the Bid Number, Project Name and Bid opening Date and Time,
and shall be addressed to the Collier County Purchasing Department, Purchasing
Building, Collier County Government Complex, 3301 Tamiami Trail, East, Naples,
Florida 34112, If forwarded by mail, the sealed envelope containing the Bid must be
enclosed in another sealed envelope addressed as above, Bids received at the
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16C5 '1
location specified herein after the time specified for bid opening will be returned to the
bidder unopened and shall not be considered,
Section 3. Bid Deposit Reauirements
3,1 No Bid shall be considered or accepted unless at the time of Bid filing the same
shall be accompanied by a cashiers check, a cash bond posted with the County Clerk, a
certified check payable to Owner on some bank or trust company located in the State
of Florida insured by the Federal Deposit Insurance Corporation, or Bid Bond, in an
amount not less than 5% of the bidder's maximum possible award (base bid plus all
add alternates) (collectively referred to herein as the "Bid Deposit"). The Bid Deposit
shall be retained by Owner as liquidated damages if the Successful Bidder fails to
execute and deliver to Owner the unaltered Agreement, or fails to deliver the required
Performance and Payment Bonds or Certificates of Insurance, all within ten (10)
calendar days after receipt of the Notice of Award. Bid Bonds shall be executed by a
corporate surety licensed under the laws of the State of Florida to execute such bonds,
with conditions that the surety will, upon demand, forthwith make payment to Owner
upon said bond, Bid Deposits of the three (3) lowest Bidders shall be held until the
Agreement has been executed by the Successful Bidder and same has been delivered
to Owner together with the required bonds and insurance, after which all three (3) Bid
Deposits shall be returned to the respective Bidders, All other Bid Deposits shall be
released within ten (10) working days of the Bid Opening, No Bid including alternates,
shall be withdrawn within one hundred and twenty (120) days after the public opening
thereof. If a Bid is not accepted within said time period it shall be deemed rejected and
the Bid Deposit shall be returned to Bidder. In the event that the Owner awards the
contract prior to the expiration of the one hundred and twenty (120) day period without
selecting any or all alternates, the Owner shall retain the right to subsequently award to
the Successful Bidder said alternates at a later time but no later than one hundred and
twenty (120) days from opening, unless otherwise agreed by the Purchasing Director
and the Successful Bidder.
3.2 The Successful Bidder shall execute five (5) copies of the Agreement in the form
attached and deliver same to Owner within the time period noted above, The Owner
shall execute all copies and return one fully executed copy of the Agreement to
Successful Bidder within thirty (30) working days after receipt of the executed
Agreement from Successful Bidder unless any governmental agency having funding
control over the Project requires additional time, in which event the Owner shall have
such additional time to execute the Agreement as may be reasonably necessary.
Section 4. Riaht to Reiect Bids
4.1 The Owner reserves the right to reject any and all Bids or to waive informalities
and negotiate with the apparent lowest, qualified Bidder to such extent as may be
necessary for budgetary reasons,
GC-IB-2
16C5 1~
Section 5. Sianina of Bids
5,1 Bids submitted by a corporation must be executed in the corporate name by the
president, a vice president, or duly authorized representative, The corporate address
and state of incorporation must be shown below the signature.
5,2 Bids by a partnership must be executed in the partnership name and signed by a
general partner whose title must appear under the signature and the official address of
the partnership must be shown below said signature.
5.3 If Bidder is an individual, his or her signature shall be inscribed.
5.4 If signature is by an agent or other than an officer of corporation or general
partner of partnership, a properly notarized power of attorney must be submitted with
the Bid,
5.5 All Bids shall have names typed or printed below all signatures,
5,6 All Bids shall state the Bidder's contractor license number.
5.7 Failure to follow the provisions of this section shall be grounds for rejecting the
Bid as irregular or unauthorized.
Section 6. Withdrawal of Bids
Any Bid may be withdrawn at any time prior to the hour fixed in the Legal Advertisement
for the opening of Bids, provided that the withdrawal is requested in writing, properly
executed by the Bidder and received by Owner prior to Bid Opening, The withdrawal of
a Bid will not prejudice the right of a Bidder to file a new Bid prior to the time specified
for Bid opening,
Section 7. Late Bids
No Bid shall be accepted that fails to be submitted prior to the time specified in the
Legal Advertisement.
Section 8. Interpretation of Contract Documents
8,1 No interpretation of the meaning of the plans, specifications or other Bidding
Documents shall be made to a Bidder orally. Any such oral or other interpretations or
clarifications shall be without legal effect. All requests for interpretations or clarifications
shall be in writing, addressed to the Purchasing Department, to be given consideration,
All such requests for interpretations or clarification must be received at least ten (10)
calendar days prior to the Bid opening date, Any and all such interpretations and
supplemental instructions shall be in the form of written addendum which, if issued,
shall be sent by mail or fax to all known Bidders at their respective addresses furnished
for such purposes no later than three (3) working days prior to the date fixed for the
GC-IB-3
16C5'1
opening of Bids. Such written addenda shall be binding on Bidder and shall become a
part of the Bidding Documents.
8,2 It shall be the responsibility of each Bidder to ascertain, prior to submitting its Bid,
that it has received all addenda issued and it shall acknowledge same in its Bid,
8.3 As noted in the Legal Advertisement, attendance by all bidders at the Pre-Bid
Conference is non-mandatory,
Section 9. Examination of Site and Contract Documents
9,1 By executing and submitting its Bid, each Bidder certifies that it has:
a. Examined all Bidding Documents thoroughly;
b, Visited the site to become familiar with local conditions that may in any manner
affect performance of the Work;
c, Become familiar with all federal, state and local laws, ordinances, rules, and
regulations affecting performance of the Work; and
d, Correlated all of its observations with the requirements of Bidding documents.
No plea of ignorance of conditions or difficulties that may exist or conditions or
difficulties that may be encountered in the execution of the Work pursuant to these
Bidding Documents as a result of failure to make the necessary examinations and
investigations shall be accepted as an excuse for any failure or omission on the part of
the Successful Bidder, nor shall they be accepted as a basis for any claims whatsoever
for extra compensation or for an extension of time,
9,2 The Owner will make copies of surveys and reports performed in conjunction with
this Project available to any Bidder requesting them at cost; provided, however, the
Owner does not warrant or represent to any Bidder either the completeness or accuracy
of any such surveys and reports, Before submitting its Bid, each Bidder shall, at its own
expense, make such additional surveys and investigations as may be necessary to
determine its Bid price for the performance of the Work within the terms of the Bidding
Documents. This provision shall be subject to Section 2.3 of the General Conditions to
the Agreement.
Section 10. Material Reauirements
It is the intention of these Bidding Documents to identify standard materials. When
space is provided on the Bid Schedule, Bidders shall specify the materials which they
propose to use in the Project. The Owner may declare any Bid non-responsive or
irregular if such materials are not specifically named by Bidder.
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16C5 l'
Section 11. Bid Quantities
11,1 Quantities given in the Bid Schedule, while estimated from the best information
available, are approximate only. Payment for unit price items shall be based on the
actual number of units installed for the Work, Bids shall be compared on the basis of
number of units stated in the Bid Schedule as set forth in the Bidding Documents. Said
unit prices shall be multiplied by the bid quantities for the total Bid price. Any Bid not
conforming to this requirement may be rejected. Special attention to all Bidders is
called to this provision, because if conditions make it necessary or prudent to revise the
unit quantities, the unit prices will be fixed for such increased or decreased quantities.
Compensation for such additive or subtractive changes in the quantities shall be limited
to the unit prices in the Bid, Subsequent to the issuance of a notice to proceed, the
Project Manager and the Successful Bidder shall have the discretion to re-negotiate any
unit price(s) where the actual quantity varies by more than 25% from the estimate at the
time of bid,
Section 12. Award of Contract
12.1 Any prospective bidder who desires to protest any aspect(s) or provision(s) of the
bid invitation (including the form of the bid documents or bid procedures) shall file their
protest with the Purchasing Director prior to the time of the bid opening strictly in
accordance with Owner's then current Purchasing Policy.
12.2 The Award of Contract shall be issued to the lowest, responsive and qualified
Bidder determined on the basis of the entire Bid and the Owner's investigations of the
Bidder. In determining the lowest, responsive and qualified bidder, the Owner shall
consider the capability of the Bidder to perform the contract in a timely and responsible
manner. When the contract is awarded by Owner, such award shall be evidenced by a
written Notice of Award, signed by a Purchasing Agent of the Owner's Purchasing
Department or his designee and delivered to the intended awardee or mailed to
awardee at the business address shown in the Bid.
12.3 Award recommendations will be posted outside the offices of the Purchasing
Department generally on Wednesdays and Thursdays prior to the presentation to the
Board of County Commissioners, Award of Contract will be made by the Board of
County Commissioners in public session. Any actual or prospective bidder who desires
to formally protest the recommended contract award must file a notice of intent to
protest with the Purchasing Director within two (2) calendar days (excluding weekends
and holidays) of the date that the recommended award is posted, Upon filing of said
notice, the protesting party will have five (5) days to file a formal protest, said protest to
strictly comply with Owner's then current Purchasing Policy, A copy of the Purchasing
Policy is available at the offices of the Purchasing Director.
12.4 For Bidders who may wish to receive copies of Bids after the Bid opening, The
Owner reserves the right to recover all costs associated with the printing and distribution
of such copies.
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Section 13. Sales Tax
13.1 The Successful Bidder acknowledges and agrees that Owner may utilize a sales
tax savings program and the Successful Bidder agrees to fully comply, at no additional
cost to Owner, with such sales tax savings program implemented by the Owner as set
forth in the Agreement and in accordance with Owner's policies and procedures,
Section 14. Exclusion of County Permits in Bid Prices
14,1 To ensure compliance with Section 218,80, F.S" otherwise known as "The Public
Bid Disclosure Act", Collier County will pay for all Collier County permits and fees
applicable to the Project, including license fees, permit fees, impact fees or inspection
fees applicable to this Work through an internal budget transfer(s), Hence, bidders shall
not include these permiUfee amounts in their bid offer. However, the Successful Bidder
shall retain the responsibility to initiate and complete all necessary and appropriate
actions to obtain the required permits other than payment for the items identified in this
section.
14.2 The Successful Bidder shall be responsible for procuring and paying for all
necessary permits not issued by Collier County pursuant to the prosecution of the work,
Section 15. Use of Subcontractors
15,1 To ensure the Work contemplated by the Contract Documents is performed in a
professional and timely manner, all Subcontractors performing any portion of the work
on this Project shall be "qualified" as defined in Collier County Ordinance 87-25,
meaning a person or entity that has the capability in all respects to perform fully the
Agreement requirements and has the integrity and reliability to assure good faith
performance, A Subcontractor's disqualification from bidding by the Owner, or other
public contracting entity within the past twelve months shall be considered by the Owner
when determining whether the Subcontractors are "qualified,"
15,2 The Owner may consider the past performance and capability of a Subcontractor
when evaluating the ability, capacity and skill of the Bidder and its ability to perform the
Agreement within the time required, Owner reserves the right to disqualify a Bidder who
includes Subcontractors in its bid offer which are not "qualified" or who do not meet the
legal requirements applicable to and necessitated by this Agreement.
15.3 The Owner may reject all bids proposing the use of any subcontractors who have
been disqualified from submitting bids to the Owner, disqualified or de-certified for
bidding purposes by any public contracting entity, or who has exhibited an inability to
perform through any other means.
15.4 Notwithstanding anything in the Contract Documents to the contrary, the Bidders
shall identify the subcontractor(s) it intends to use for the categories of work as set forth
in the List of Subcontracts attached hereto, said list to be submitted with its bid. Bidders
acknowledge and agree that the subcontractors identified on the list is not a complete
list of the subcontractors to be used on the Project, but rather only the major
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16C5 if
subcontractors for each category of Work as established by Owner. Bidders further
acknowledge that once there is an Award of Contract, the Successful Bidder shall
identify, subject to Owner's review and approval, all the subcontractors it intends to use
on the Project. Once approved by Owner, no subcontractor shall be removed or
replaced without Owner's prior written approval.
Section 16. Prohibition of Gifts
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,
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 contract held by the individual and/or firm
for cause.
Section 17. Public Entity Crimes
By its submitting a Bid, Bidder acknowledges and agrees to and represents it is
in compliance with the terms of Section 287.133(2)(a) of the Florida Statutes which read
as follows:
"A person or affiliate who has been placed on the convicted
vendor list following a conviction for a public entity crime
may not submit a bid, proposal, or reply on a contract to
provide any goods or services to a public entity; may not
submit a bid, proposal, or reply on a contract with a public
entity for the construction or repair of a public building or
public work; may not submit bids, proposals, or replies on
leases of real property to a public entity'; may not be
awarded or perform work as a contractor, supplier,
subcontractor, or consultant under a contract with any public
entity; and may not transact business with any public entity
in excess of the threshold amount provided in s, 287.017 for
CATEGORY TWO for a period of 36 months from the date of
being placed on the convicted vendor list."
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16C5 11
~ COLLIER COUNTY GOVERNMENT
PURCHASING DEPARTMENT 3301 EAST TAMIAMI TRAIL
ADMINISTRATIVE SERVICES DIVISION PURCHASING SERVICES BUILDING
NAPLES, FLORIDA 34112
(239) 774-8407
FAX (239) 530-6697
www.colliergov.net
ADDENDUM
DATE:
February 23, 2007
TO:
Interested Bidders
FROM:
John P Curran
Purchasing Agent
SUBJECT:
Addendum # 1 - BID #07-4118 - "Henderson Creek
Sub division Water Distribution Improvements"
Addendum #1 covers the following clarifications for the above-referenced Bid.
I. QUESTIONS & ANSWERS FROM PRE-BID MEETING (February 16, 2007):
1, Question: Where are the two locations that the new water main will be connected to
the existing water distribution network?
Answer: The new a-inch water main will be connected to an existing 6-inch HDPE
water main at approximately sta, 16+65 on Henderson Dr. (as shown on sheet C-
102) and to an existing 1O-inch water main stub approximately at sta.44+19 on
Henderson Dr. (as shown on sheet C-107).
2. Question: How much of the existing concrete driveways should be replaced when
they are disturbed by the construction of the new water main?
Answer: Any concrete driveway disturbed by the construction of the new water
main shall be replaced to its nearest undisturbed transverse expansion joint (cold
joint).
16C5PI
3, Question: What is the amount of the liquidated damages?
Answer: Liquidated damages amount is $574,28 per day as listed in section 5 part
B of the Construction Agreement.
4, Question: Where the existing water service line to each home is to be relocated
from the existing water meter box at the rear side of the property to the new water
meter box at the front side of the property (standard detail no. 14 on sheet C-503),
what is the size and minimum cover depth of the water service line?
Answer: The new water service line from the water meter box assembly to the
point of connection to the existing water service line for each home (at the rear side
of the property) shall be 3/4-inch PVC schedule 40 and shall have minimum cover
depth of 12-inch from existing ground surface,
5, Question: What material will the County supply with regard to the new water meter
box assembly as shown on standard detail nO.8 on sheet C-502?
Answer: The County will supply the following: water meter boxes, AMR water
meter units and Reduced-Pressure-Zone (RPZ) backflow prevention units, All other
materials to make the installation complete shall be supplied by the Contractor.
6. Question: What is the size of the water service line from the new water main to the
new water meter boxes?
Answer: For long-side services, new water service line shall be 1-1/2 inch
polyethylene pipe from the water main up to the wye and 1 inch polyethylene pipe
from the wye to the new water meter box. For short-side services, new water
service line shall be 1 inch polyethylene pipe from the water main up to the wye and
3/4 inch polyethylene pipe from the wye to the new water meter box. The standard
detail no,8 on sheet C-502 (24/25) has been revised and attached to this
addendum.
7, Question: Will the Contractor need a plumber license in order to install the new
water service line from the new water box assembly to the point of connection to the
existing water service line to each home (at the rear side of the property)?
Answer: Yes. In order to perform the work beyond the water meter assembly (as
shown on standard detail no, 14 on sheet C-503), the Contractor must either obtain
the necessary license to perform plumbing work inside private properties or hired a
subcontractor that is licensed to perform such work,
2
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II. CONTRACT SPECIFICATIONS:
1. Agreement Exhibits, Exhibit I - Supplemental Terms and Conditions. Following item
no.3, add the following item no, 4-7:
4, Riaht-Of-Entrv to Private ProDertv:
a. Prior to performing any construction activity specified in this Contract
Document that is to be performed inside a private property and outside
Collier County's Right-Of-Way and easements, the CONTRACTOR shall
obtain from the Collier County Water Operations Manager: the Right-Of-
Entry document(s) for the private property(s) where the work will be
performed, The CONTRACTOR shall adjust or plan their project schedule
based on the Right-Of-Entry document(s) that have been obtained from the
Collier County Water Operations Manager. Due to circumstances beyond
the control of the COUNTY, NOT ALL Right-of-Entry document(s) may be
available for the CONTRACTOR at the commencement of the project. The
CONTRACTOR shall not hold the COUNTY responsible for any delay or
extra cost in performing the work that is located within the Collier County's
Right-Of-Way or easements due to delay in obtaining any Right-Of-Entry
document(s).
b. The CONTRACTOR may request a time extension to the COUNTY to
perform the work inside a private property due to the unavailability of Right-
Of-Entry document. The CONTRACTOR shall not delay any work inside
any private property other than due to unavailability of Right-Of-Entry
document to the private property where the work is going to be performed.
Any delay due to the unavailability of Right-Of-Entry document(s) shall not
entitle the CONTRACTOR for additional compensation.
5. Permits:
a, The County has obtained the Florida Department of Environmental
Protection's "Notice Of Intent To Use General Permit For Construction Of
Water Main Extensions for PWSs" for the project.
b. The CONTRACTOR shall obtain and pay for all other required permits and
licenses, The CONTRACTOR shall provide copies of these permits to the
Water Operations Manager and ENGINEER and shall comply with all
conditions contained in the permits at no extra cost to the COUNTY.
c, In order to perform the work in relocating the existing water service line
inside the private property and beyond the water meter assembly (as shown
on standard detail nO.14 on sheet C-503 and specified as work item no, 9
on the Bid Schedule and section 01026 of the Technical Specifications), the
CONTRACTOR must either obtain the necessary license to perform
3
16C5f1
plumbing work inside private properties or hire a subcontractor that is
licensed to perform such work at no extra cost to the COUNTY,
6. Relocation of Water Service Line Inside Private Propertv:
a, Consult and coordinate any work that has to performed in relocating the
existing water service line inside any private property with the Collier County
Water Operations Manager and respective owner of the property. Do not
proceed until the pre-construction video has been submitted to and the
Right-Of-Entry document has been obtained from the Collier County Water
Operations Manager.
b. The CONTRACTOR shall conform with 2004 Florida Building Code chapter-
3 and chapter-6 with regard to the work required to relocate existing water
service line inside any private property, The new water service line from the
existing water meter box to the new meter box shall be PVC schedule 40,
The pipe size shall match the new water meter installed.
7, Tests and Inspections:
With regard to paragraph 22,2 of the General Conditions, notice is hereby given
that the OWNER will retain and pay for an independent materials testing
laboratory to accomplish certain tests. The only tests to be provided by the
COUNTY shall be the initial tests for density and thickness of backfill, stabilized
subgrade, base course and asphaltic concrete surfaces; bearing value of
stabilized subgrade; and Portland cement concrete cylinder tests, Subsequent
tests required after the initial tests to verify compliance with the Contract
Documents in areas failing the first test shall be paid for by the CONTRACTOR
by backcharge to subsequent applications for payment. All other tests required
in the Contract Document shall be provided by the CONTRACTOR.
2. Agreement Exhibits, Exhibit J - Technical Specifications. Delete sections title
"Supplementary Conditions" and "Bid Schedule" that are located prior to the Table of
Contents for the Technical Specifications.
3, Agreement Exhibits, Exhibit J - Technical Specifications, Division 01 - Section 01026, Part 3,1, AS,
Furnish and Install Residential Water Services, Delete the following text: "The COUNTY will provide
the Contractor with standard water meter units and meter boxes" and Replace with the following text:
"The COUNTY will provide the CONTRACTOR with standard AMR water meter units, water meter
boxes and Reduced-Pressure-Zone (RPZ) backfiow prevention units,"
4, Agreement Exhibits, Exhibit J - Technical Specifications, Division 01 - Section 01026, Part 3,1, A9,
Furnish and Install Residential Water Service Line from Existina Meter to New Meter - Add the
following text to the end of the paragraph: "In order to perform this work item, the CONTRACTOR
shall either obtain the necessary license to perform plumbing work inside private properties or hire a
subcontractor that is licensed to perform such work at no extra cost to the COUNTY"
4
16C5
,/ ",It
J fJ
III. CONTRACT DRAWINGS:
1. Replace standard detail nO.8 on sheet C-502 (24/24) "Typical Short & Long Side
Water Service Meter Setting For Connection To Water Main" with the attached
revised standard detail no,8 (rev. 3/02/07),.
2. Drawing C-503, Standard Detail No, 14 (Typical Water Service Line Schematic for
Properties With Existing Rear-Side Water Meter) following note 5, Add the following
notes:
6) Water service line shall be 3/4 or 1-inch PVC schedule 40 to match
water meter size and shall have minimum cover depth of 12-inch,
7) All work to install the water service line on private property must be
performed by a Collier County approved licensed plumber and shall
comply with 2004 Florida Building Code - Plumbing.
If you require additional information please call Pam Libby, Project Manager at 239/
530-6239 or John Curran, @ 239/417-6098 or via e-mail JohnCurran@colliergov.net.
cc: Pam Libby, Water Department Operations
5
CONSTRUCTION BID
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
16C541
Henderson Creek Subdivision Water Distribution Improvements
BID NO. 07-4118
Full Name of Bidder kYLe CCr~\Tg/Tlc!J J:i\l(
Main Business Address JL 3[, pr; c, \ Pt: C T (i Ii (
\)ArU,\ FL
, '
3..../olf
Place of Business :)'\Ml AI !iDcvt
Telephone No. J3t{, 0i.fl '105 {1
Fax No ].3tf ("If 3 . 1{..1/71
State Contractor's License # C U. CD:) L' :"i,'j I
To: BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA
(hereinafter called the Owner)
The undersigned, as Bidder declares that the only person or parties interested in this
Bid as principals are those named herein, that this Bid is submitted without collusion
with any other person, firm or corporation; that it has carefully examined the location of
the proposed Work, the proposed form of Agreement and all other Contract Documents
and Bonds, and the Contract Drawings and Specifications, including Addenda issued
thereto and acknowledges receipt below:
Addendum
Numberp ,
Date Issued
Fe.h n J,.,)) 7
T--
Contractor's
Initiayll
clL.
Bidder proposes, and agrees if this Bid is accepted, Bidder will execute the Agreement
included in the Bidding Documents, to provide all necessary machinery, tools,
apparatus and other means of construction, including utility and transportation services
necessary to do all the Work, and furnish all the materials and equipment specified or
referred to in the Contract Documents in the manner and time herein prescribed and
according to the requirements of the Owner as therein set forth, furnish the Contractor's
Bonds and Insurance specified in the General Conditions of the Contract, and to do all
other things required of the Contractor by the Contract Documents, and that it will take
full payment the sums set forth in the following Bid Schedule:
NOTE: If you choose to bid, please submit an ORIGINAL and ONE COPY of your
bid pages.
GC-P-1
Item
No.
8a
8b
8c
8d
10
10a
10b
16 C5t'
BID SCHEDULE
Henderson Creek Subdivision Water Distribution Improvements
Bid No. 07-4118
Item Oeseri tion
1
2
Mobilization
Water Main
2a
8 in Water Main PVC C-900 DR-18 CL 150
2b
8 in Water Main PVC C-900 DR-14 CL 200
2c
6 in Water Main PVC C900 DR-18 CL 150
2d 6 in Water Main PVC C900 DR-14 CL 200
3 Water Valve Assembl
3a
8 in Gate Vavle
3b
6 in Gate Valve
4
Air Release Valve Assembl
5
Fire H drant Assembl
6
Permanent Blowoll Assembly
7
8
Permanent Bacteriolgoical Sam lin Point
Residential Water Service Connection
Sin Ie Service Connection
Sin Ie Service Connection
Double Service Connection
Units
LS
LF
LF
LF
Price
Extended
7820
Gc.s,
-171, '0
365
'j'
80
3110""
Double Service Connection Short Side EA
Re-route existing residential water service line
Inside rivate lot Detail 13 - Sheet C-503 EA
Connection to Existing Non-Residential Service
Line
Connection to Existing Service Line - Greystone
RV Park LS
Connection to eXisting backllow assembly - SL
Finnbarr Church LS
9
GC-P-2
EA
EA
EA
EA
EA
EA
EA
EA
EA
26
l().~,)...t;..
1,' \''5,)''''
2
lv~.l
i'l.3o,"
11"
8
., LfC;., ;.'\~
'- .."".
GV
"0)
2
f.i-l
.-'1
10
..,
?J4o/'"
14
46
33
,St:)t:.\J
5i:D.0
Set'.:> ,XJ
li.J.O()QD
'+ ."'"
.;... \.),)"
10c
11
Connection to existing commercial meter -
Henderson Creek Clubhouse
Connection to Existin Watermain
Connectino to existing 10-in PVC Water Main
Stub
Conneciton to existing 6-;n PVC Water Main
Detail Sheet No, 13 - Sheet 503
lla
llb
12
atermain
GC-P-3
16 C5 1~
LS
10.).0"
1
LS
;:so.:;. ,IV
1
LF
3380
3/zv1
l
c~
')
. c.>-,
1-S</...
. ^~~~
~"
11'5W'I
111'1<)21,\;'71
16 C5 "
MATERIAL MANUFACTURERS
The Bidder is required to state below, material manufacturers it proposes to utilize on
this project. No change will be allowed after submittal of Bid, If substitute material
proposed and listed below is not approved by Engineer, Bidder shall furnish the
manufacturer named in the specification, Acceptance of this Bid does not constitute
acceptance of material proposed on this list. THIS LIST MUST BE COMPLETED OR
BID WILL BE DEEMED NON-RESPONSIVE,
MATERIAL
MANUFACTURER
1.
2,
PIP!;'
Nl\il<>",I\L flPE
FIniNG>
~L&P,
1\ U;\ r::i1 IC f\,,j (Me)
3.
5,
~AL~c':>
JE-Yfi\I\\l\ll'
S tR\\ I LE: Nlt'r(: Q I ~ I
,')\ c.rM.^
fnltt>
4,
Dated !\;lftRr H 'J ~o07
,
J<~I ( eO/J SiR U ell o,j TAlC.
Bidder
BY: ~1f4{L- fVl IL&fU,PfJj ht
\-
GC-P-4
16C5 '.
LIST OF SUBCONTRACTORS
The undersigned states that the following is a full and complete list of the proposed
Subcontractors it intends to use on this Project with respect to the categories of work
identified below, and that such list will not be added to nor altered without the prior
written consent of the Project Manager. The undersigned further acknowledges its
responsibility for ensuring that the Subcontractors listed herein are "qualified" (as
defined in Ordinance 87-25 and Section 15 of Instructions to Bidders) and meet all legal
requirements applicable to and necessitated by the Contract Documents, including, but
not limited to proper licenses, certifications, registrations and insurance coverage, The
Owner reserves the right to disqualify any Bidder who includes non-compliant or non-
qualified Subcontractors in its bid offer. Further, the Owner may direct the Successful
Bidder to remove/replace any Subcontractor, at no additional cost to Owner, which is
found to be non-compliant with this requirement either before or after the issuance of
the Award of Contract by Owner. THIS LIST MUST BE COMPLETED OR BID WILL BE
DEEMED NON-RESPONSIVE. (Attach additional sheets as needed), Further, the
undersigned acknowledges and agrees that promptly after the Award of Contract, and in
accordance with the requirements of the Contract Documents, the Successful Bidder
shall identify all Subcontractors it intends to use on the Project. The undersigned
further agrees that all Subcontractors subsequently identified for any portion of work on
this Project must be qualified as noted above,
Cateqorv of Work
Subcontractor and Address
1.
L1~6Nifl) Pi:-I:lil [\[-{,
_M'1LcL[lU)I'vlPlIr\)r, :Cj\Je
2.
~;_~'/u LAIvC~",: )',1'> IJAII ,\;APLE.~
,
BollJ\\G
_.JiA'lt;'f? If Aj\~ l1f)1l11";/'1 t T(U~N( N 1 Ale;11JC
~S{,lJ Pf\,,J (YDU\ 1>'; FL 111Y(~rZ\
3.
Gcl'Cl k\ (7,
~AjA l'lnf\l~ra i)(rh...V (..INC
4,
--2.G',fu~.0~ p, MY(;(s
5,
Dated MARC' \-\:l ),0<)1
,
. ~.. . . . I
I< Ll. Corv')i8u\'TIGIu
Bidder
\A~/jAk( /{ Jrlt,x h~4.,
TN"
l,
BY:
GC-P-5
16 C 5' '"
STATEMENT OF EXPERIENCE OF BIDDER
The Bidder is required to state below what work of similar magnitude completed within
the last five years is a judge of its experience, skill and business standing and of its
ability to conduct the work as completely and as rapidly as required under the terms of
the Agreement.
Proiect and Location
Reference
1.
+1., "
12. live 20 liJl\A lCllii.;,ilc'ONIV<, c.
PETtfl,SLt44~T
2,
---5.'L 'S~'/1
L~L~ 1{Ii,\, ')[1'''0(. FokU MA,N
ALl (, .~ 1I(',P,ci!
3.
')'):, " '\ lfu
-...___-.--l..J_
M(\!Il(4TFo( RoM) F.&L-F[:/lLA('6AA~"T _.SHAliTI. SRI f'J/tlH(
4,
e", s)lf'o
..!M\VLE:-) LArJDnLL WA.-ni( MAIIJ
r "~A I' I'. x:
~-2J_. \,f- ()
5.
;-)4 -C\l/07
'I'''r:.D6R~ILT F'lNbF.R '::>TRGH<; ,
--u Sid Ll_cl!..
351, oqLf.6
6,
1\1-( STI\"I~~ (10 ~6L.t(AN 1)1\'1---
i'l 1<\1 i'\e' 1\11-: ~ " IlT
-
--.539\13 ).,7
Dated M I\~ r H J J, \);,'7
,
kyLt- Cuf\jSTR \JC 110 .JTrJC
Bidder
BY: LAtilfi It ( il11tJ:6'4<.
GC-P-6
TRENCH SAFETY ACT
16 C5 u,
Bidder acknowledges that included in the various items of the bid and in the Total Bid
Price are costs for complying with the Florida Trench Safety Act (90-96, Laws of Florida)
effective October 1, 1990, The Bidder further identifies the cost to be summarized
below:
Trench Safety
Measure
(Description)
Units of
Measure
(LF,SY)
Unit
(Quantity)
Unit
Cost
1,
~
LF
I. V"
81.8S
2,
3,
4,
5,
TOTAL
OISLV
$ o",g
Extended
Cost
RJ. 55 Go
Failure to complete the above may result in the Bid being declared non-responsive,
Kyu COfJ S;-iW,' Ti 0 J .TAJ C
Bidder
I '\ . /J
y!!luJl{ (i)tJr/J-1J/IL.
DatedjlMlCH :). ~vjl
BY:
GC-P-7
16C5 u/4
Upon notification that its Bid has been awarded, the Successful Bidder will execute the
Agreement form attached to the Bidding Documents within ten (10) calendar days and
deliver the Surety Bond or Bonds and Insurance Certificates as required by the Contract
Documents, The bid security attached is to become the property of the Owner in the
event the Agreement, Insurance Certificates and Bonds are not executed and delivered
to Owner within the time above set forth, as liquidated damages, for the delay and
additional expense to the Owner, it being recognized that, since time is of the essence,
Owner will suffer financial loss if the Successful Bidder fails to execute and deliver to
Owner the required Agreement, Insurance Certificates and Bonds within the required
time period. In the event of such failure, the total amount of Owner's damages, will be
difficult, if not impossible, to definitely ascertain and quantify, It is hereby agreed that it
is appropriate and fair that Owner receive liquidated damages from the Successful
Bidder in the event it fails to execute and deliver the Agreement, Insurance Certificates,
and Bonds as required hereunder. The Successful Bidder hereby expressly waives and
relinquishes any right which it may have to seek to characterize the above noted
liquidated damages as a penalty, which the parties agree represents a fair and
reasonable estimate of Owner's actual damages at the time of bidding if the Successful
Bidder fails to execute and deliver the Agreement, Insurance Certificates, and Bonds in
a timely manner.
Upon receipt of the Notice of Award, the undersigned proposes to commence work at
the site within 5 calendar days from the commencement date stipulated in the written
Notice to Proceed unless the Project Manager, in writing, subsequently notifies the
Contractor of a modified (later) commencement date, The undersigned further agrees to
substantially complete all work covered by this Bid within one hundred and eighty
(180) consecutive calendar days, computed by excluding the commencement date and
including the last day of such period, and to be fully completed to the point of final
acceptance by the Owner within sixty (60) consecutive calendar days after Substantial
Completion, computed by excluding commencement date and including the last day of
such period,
Respectfully Submitted:
State of FLvR.1 DA
County of CDLi- I EO iZ.
LA'I,. 1\1 ~nI!Cltf.m, , being first duly sworn on
oath deposes and says that the Bidder on the above Bid is organized as indicated and
that all statements herein made are made on behalf of such Bidder and that this
deponent is authorized to make them.
L MJII flA ~p. IXlf<>>ll\ , also deposes and says
that it has examined and carefully prepared its Bid from the Bidding Documents,
including the Contract Drawings and Specifications and has checked the same in detail
before submitting this Bid; that the statements contained herein are true and correct.
GC-P-8
16C5 ~,
(a) Corporation
The Bidder is a corporation organized and
R \) I?. I I) A ,which operates
KyLe: faN 'iTR J elt ",J ]::,J L.
officers are as follows:
existing
under
under the laws of the State of
the legal name of
, and the full names of its
President I.. fiN 1\ }J\ !\Rlll\ H mt~
Secretary LMJA !VI 1\-0RMIAttl
TreasurerL....i~j"l\ M Ilr.R,41141AA
Manager 0 'tAW:, G. flGI<Ai+ !)Vc\
The ALL 1W A 1'>0 V L is authorized to sign construction bids
and contracts for the company by action of its Board of Directors taken
JAr-lJ At~ l ~v,"7 , a certified copy of which is hereto attached (strike
out this la1st sentence if not applicable),
(b) Co-Partnership
The Bidder is a co-partnership consisting of individual partners whose full names are as
follows:
The co-partnership does business under the legal name of:
(c) Individual
The Bidder is an individual whose full name is
and if operating under a trade name, said trade name is
DATED
legal entity
GC-P-9
16C5 ~,
~~(
Witness
BY: J<~lt COI.l\r~U(TloJJ:i:NL
Name of Bidder (Typed)
( ~ h~(tI Ii Ii ~1/1.ad4}(~
~ure '-A,~qr.;:4I-1 '11'1
'PntJYA!lUt
Title
Witness
STATE OF JI ntl\')A
COUNTY OF rDIJ IE-K
The foregoing instrument was acknowledged before me this 2. h.1 day of fiA I\l)JI ~
2007. by L- AtJf> M t\ r,gM.Ir'1'M ,as PR,,> I Dt II! T
of K.yu ~OfJITRUcrlc<J 7NC. ,,_ . a n..ofl,//)A. _ '_ corporation, on
behalf of the corporation, He/:e~_~,~J~~miarrYKno~~o me- Jor has produced
as Identification
and did (did not) take an oath,
My Commission Expires:
NOTARY PUBUC.STATE OF FLORIDA
W Felix Garcia
Commission #DD391847
Expires: FEB. 01, 2009
Bonded Thtu Atlantic Bonding CO" Inc.
NAME:
~~
.~
~ign ure of Notary)
~ Ilk 6Cff"C If..
(Legibly Printed)
(AFFIX OFFICIAL SEAL)
Notary Public, State of FI O~ I f) {\
Commission No,: tJ1J3C} jg'i/*7
GC-P-10
16C5'
EXHIBIT A
PUBLIC PAYMENT BOND
Henderson Creek Subdivision Water Distribution Improvements
Bond No.
Contract No,
07-4118
KNOW ALL MEN BY THESE PRESENTS: That
, as Principal,
a~ ,M
Surety, located at
(Business Address) are held and firmly bound to
as Obligee in the sum of
($ ) for the payment whereof we bind ourselves, our heirs, executors,
personal representatives, successors and assigns, jointly and severally,
WHEREAS, Principal has entered into a contract dated as of the _ day of
2007, with Obligee for
in accordance with drawings and specifications, which
contract is incorporated by reference and made a part hereof, and is referred to herein
as the Contract.
THE CONDITION OF THIS BOND is that if Principal:
Promptly makes payment to all claimants as defined in Section 255,05(1), Florida
Statutes, supplying Principal with labor, materials or supplies, used directly or indirectly
by Principal in the prosecution of the work provided for in the Contract, then this bond is
void; otherwise it remains in full force,
Any changes in or under the Contract and compliance or noncompliance with any
formalities connected with the Contract or the changes do not affect Sureties obligation
under this Bond.
The provisions of this bond are subject to the time limitations of Section 255,05(2). In
no event will the Surety be liable in the aggregate to claimants for more than the penal
sum of this Payment Bond, regardless of the number of suits that may be filed by
claimants,
IN WITNESS WHEREOF, the above parties have executed this instrument this
day of 2007, the name of each party being affixed and these presents
duly signed by its under-signed representative, pursuant to authority of its governing
body,
GC-CA-A-1
16C5 j"~
Signed, sealed and delivered
in the presence of:
PRINCIPAL
BY:
NAME:
ITS:
Witnesses as to Principal
STATE OF
COUNTY OF
The foregoing instrument was acknowledged before me this day of
20_, by , as of
, a corporation, on behalf of the
corporation. He/she is personally known to me OR has produced as
identification and did (did not) take an oath.
My Commission Expires:
(Signature of Notary)
NAME:
(Legibly Printed)
(AFFIX OFFICIAL SEAL)
Notary Public, State of
Commission No.:
ATTEST:
SURETY:
(Printed Name)
(Business Address
(Authorized Signature)
Witnesses to Surety
(Printed Name)
GC-CA-A-2
16C5j
OR
As Attorney in Fact
(Attach Power of Attorney)
Witnesses
(Printed Name)
(Business Address)
(Telephone Number)
STATE OF
COUNTY OF
The foregoing instrument was acknowledged before me this _ day of
, 2007, by , as
of
Surety, on behalf of Surety, He/She is personally known to me OR has produced
as identification and who did (did not)
take an oath,
My Commission Expires:
(Signature)
(AFFIX OFFICIAL SEAL)
Name:
(Legibly Printed)
Notary Public, State of:
Commission No,:
GC-CA-A-3
16CS""
EXHIBIT A
PUBLIC PERFORMANCE BOND
Henderson Creek Subdivision Water Distribution Improvements
Bond No.
Contract No. 07-4118
KNOW ALL MEN BY THESE PRESENTS: That
, as Principal, and
as
Surety,
located
at
(Business
Address)
are
held
and
firmly bound to
, as Obligee in the sum of
($ ) for the payment whereof we bond ourselves, our heirs, executors,
personal representatives, successors and assigns, jointly and severally.
WHEREAS, Principal has entered into a contract dated as of the
2007, with Obligee
day of
for
in accordance with drawings and specifications, which contract is incorporated by
reference and made a part hereof, and is referred to herein as the Contract.
THE CONDITION OF THIS BOND is that if Principal:
1, Performs the Contract at the times and in the manner prescribed in the Contract;
and
2. Pays Obligee any and all losses, damages, costs and attorneys' fees that
Obligee sustains because of any default by Principal under the Contract, including, but
not limited to, all delay damages, whether liquidated or actual, incurred by Obligee; and
3, Performs the guarantee of all work and materials furnished under the Contract for
the time specified in the Contract, then this bond is void; otherwise it remains in full
force, Any changes in or under the Contract and compliance or noncompliance with
any formalities connected with the Contract or the changes do not affect Sureties
obligation under this Bond,
The Surety, for value received, hereby stipulates and agrees that no changes,
extensions of time, alterations or additions to the terms of the Contract or other work to
be performed hereunder, or the specifications referred to therein shall in anywise affect
its obligations under this bond, and it does hereby waive notice of any such changes,
extensions of time, alterations or additions to the terms of the Contract or to work or to
the specifications,
GC-CA-A-4
16C5"'11
This instrument shall be construed in all respects as a common law bond. It is
expressly understood that the time provisions and statute of limitations under Section
255,05, Florida Statutes, shall not apply to this bond,
In no event will the Surety be liable in the aggregate to Obligee for more than the penal
sum of this Performance Bond regardless of the number of suits that may be filed by
Obligee,
IN WITNESS WHEREOF, the above parties have executed this instrument this
day of , 2007, the name of each party being affixed and these
presents duly signed by its undersigned representative, pursuant to authority of its
governing body,
Signed, sealed and delivered
in the presence of:
PRINCIPAL
BY:
Witnesses as to Principal
NAME:
ITS:
STATE OF
COUNTY OF
The foregoing instrument was acknowledged before me this
2007, by
day of
, as
of a
corporation, on behalf of the corporation, He/she is
personally known to me OR has produced
as identification and did (did not) take an oath.
My Commission Expires:
(Signature)
(AFFIX OFFICIAL SEAL)
Name:
(Legibly Printed)
Notary Public, State of:
Commission No,:
GC-CA-A-5
16C5
ATTEST:
SURETY:
(Printed Name)
(Business Address)
(Authorized Signature)
Witnesses as to Surety
(Printed Name)
OR
As Attorney in Fact
(Attach Power of Attorney)
Witnesses
(Printed Name)
(Business Address)
(Telephone Number)
STATE OF
COUNTY OF
The foregoing instrument was acknowledged before me this _ day of
, 2007, by , as
of
behalf of Surety,
, a Surety, on
He/She is personally known to me OR has produced
as identification and who did (did not) take an oath,
My Commission Expires:
(Signature)
Name:
(Legibly Printed)
(AFFIX OFFICIAL SEAL)
Notary Public, State of:
Commission No.:
GC-CA-A-6
16C5
THE AMERICAN INSTITUTE OF ARCHITECTS
AlA Document A310
Bid Bond
KNOW ALL MEN BY THESE PRESENTS, that we
Kyle Construction, Inc. IHert' insert full nlme .lnd .lIddreu or legll title of Contnctor)
3636 Prospect Avenue, Naples, Florida 34104
as Principal, hereinafter called the Principal, and
The Hanover Insurance Company
808 N. Highlander Way, Howell, Michigan 48843
a corporation duly organized under the laws of the State of New Hampshire
as Surety, hereinafter called the Surety, are held and firmly bound unto
l'hlliA'" ~.EtBD1 of ~ ll"1nrri~t'TEI:B (Here inserllull mme and <Iddu'u or legll t,lIe of Owner)
3D! 'Ilmiani. 1tail East, f'4lles, FI. 34112
as Obligee, hereinafter called the Obligee, in the sum of
(Here imert fvll nllme and addreH or leg"l lillt' of Surely)
Five a...U2L (5%) of lUDrt: Bid - - - - -
Dollars f"--- -----),
for the payment of which sum well and truly to be made, the said Principal and the said Surety, bind
ourselves, our heirs, executors, administrators, successors and assigns, jointly and severally, firmly by
these presents.
WHEREAS. the Princioal has submitted a bid for
a....:h...... Ccaek a:tdivisim
Bid I07-4llB
NOW, THEREFORE, if the Obligee shall accept the bid of the Principal and the Principal shall enter into a Contract
with the Obligee in accordance with the terms of such bid, and give such bond or bonds as may be specified in the bidding
or Contract Documents with good and sufficient surety for the faithful performance of such Contract and for the prompt
payment of labor and material furnished in the prosecution thereof, or in the event of the failure of the Principal to enter
such Contract and give such bond or bonds, if the Principal shall pay to the Obligee the difference not to exceed the penalty
hereof between the amount specified in said bid and such larger amount for which the Obligee may in good faith contract
with another party to perform the Work covered by said bid, then this obligation shall be null and void, otherwise to remain
in full force and effect.
Signed and sealed this nn
~k-_d
~ , (Witness)
day of Knfl. 2I:J:fl
(5e./)
L.
The Hanover Insurance Compan)
=f (5U~ ~(5e./)
(Tit/e) Attorney-In-Fact
AlA DOCUMENT AllO . 810 BOND. AlA 8. FEBRUARY 1970 ED. THE AMERICAN
INSTITUTE OF ARCHITECTS, 1735 N.Y. AVE., N.W., WASHINGTON, D. C. 20006
1
@ Printed orl Recycled Paper
9/93
16C5 Ht
Certified Copy Void Without Hanover Watermark
This Power of Attorne ma not be used to execute an bond with an ince tion date after June 1, 2008
THE HANOVER INSURANCE COMPANY
MASSACHUSETTS BAY INSURANCE COMPANY
CITIZENS INSURANCE COMPANY OF AMERICA
POWERS OF ATTORNEY
CERTIFIED COPY
KNOW ALL MEN BY THESE PRESENTS: That THE HANOVER INSURANCE COMPANY and MASSACHUSETTS BAY INSURANCE COMPANY,
both being corporations organized and existing under the laws of the State of New Hampshire, and CITIZENS INSURANCE COMPANY OF
AMERICA, a corporation organized and existing under the laws of the State of Michigan, do hereby constitute and appoint
Robert Trobec, Kathleen M. Irelan, Jeffrey A. Chandler, Ian J. Donald, Jay E. Woody, Wendy L. Hingson,
S.P. Humenchick andlor Todd A. Kramer
of Troy, MI and each is a true and lawful Attomey(s)-in-fact to sign, execute, seal, acknowledge and deliver for, and on its behalf,
and as its act and deed any place within the United States, or, if the following line be filled in, only within the area therein designated
any and all bonds, recognizances, undertakings, contracts of indemnity or other writings obligatory in the nature thereof, as follows:
Any such obligations in the United States, not to exceed Twenty Million and No/100 ($20,000,000) in any single instance
and said companies hereby ratify and confinn all and whatsoever said Attomey(s)-in-fact may la'Nfully do in the premises by virtue of these presents.
These appointments are made under and by authority of the following Resolution passed by the Board of Directors of said Companies which
resolutions are still in effect:
"RESOLVED. That the President or any Vice President, in conjunction with any Assistant Vice President, be and they are hereby authorized and
empowered to appoint Attorneys-in-fact of the Company, in its name and as its acts, to execute and acknowledge for and on its behalf as Surety any and
all bonds, recognizances, contracts of indemnity, waivers of citation and all other writings obligatory in the nature thereof, with power to attach thereto the
seal of the Company. Any such writings so executed by such Attomeys-in-fact shall be as binding upon the Company as jf they had been duly executed
and acknowledged by the regularly elected officers of the Company in their own proper persons." (Adopted October 7, 1981 - The Hanover Insurance
Company; Adopted April 14, 1982 - Massachusetts Bay Insurance Company; Adopted September 7, 2001. Citizens Insurance Company of America)
IN WITNESS WHEREOF, THE HANOVER INSURANCE COMPANY, MASSACHUSETTS BAY INSURANCE COMPANY and CITIZENS
INSURANCE COMPANY OF AMERICA have caused these presents to be sealed with their respective corporate seals, duly attested by a Vice
President and an Assistant Vice President, this 31st day of March, 2006.
THE HANOVER INSURANCE COMPANY
MASSACHUSETTS SAY INSURANCE COMPANY
CrnzEN$ INSURANCE COMPANY OF AMERICA
~~
~
Paul F. Car*. AMia&anl \lice President
THE COMMONWEALTH OF MASSACHUSETTS )
COUNTY OF WORCESTER ) ss,
On this 31st day of March 2006, before me came the above named Vice President and Assistant Vice President of The Hanover Insurance
Company, Massachusetts Bay Insurance Company and Citizens Insurance Company of America, to me personally known to be the individuals and
officers described herein, and acknowledged that the seals affixed to the preceding instrument are the corporate seals of The Hanover Insurance
Company Massachusetts Bay Insurance Company and Citizens Insurance Company of America, respectively, and that the said corporate seals and
their signatures as officers were duly affixed and subscribed to said instrument by the authority and direction of said Corporations.
(@ ---
--
.-.
"~,,,"s._
~.::Uk44 0. ,'X/o~hd
No/sty Public
My commission expires on November 3, 2011
I, the undersigned Assistant Vice President of The Hanover Insurance Company, Massachusetts Bay Insurance Company and Citizens Insurance
Company of America, hereby certify that the above and foregoing is a full, true and correct copy of the Original Power of Attorney issued by said
Companies, and do hereby further certify that the said Powers of Attorney are still in force and effect.
This Certificate may be signed by facsimile under and by authority of the following resolution of the Board of Directors of The Hanover Insurance
Company, Massachusetts Bay Insurance Company and Citizens Insurance Company of America.
"RESOLVED, That any and all Powers of Attorney and Certified Copies of such Powers of Attorney and certification in respect thereto, granted and
executed by the President or any Vice President in conjunction with any Assistant Vice President of the Company, shall be binding on the Company to the
same extent as if aU signatures therein were manually affixed, even though one or more of any such signatures thereon may be facsimile_" (Adopted
October 7, 1981 - The Hanover Insurance Company; Adopted April 14, 1982 Massachusetts Bay Insurance Company; Adopted September 7, 2001 "
Citizens Insurance Company of America)
GIVEN under my hand and the seals of said Companies, at Worcester, Massachusetts, this 3l:h day of tRd1
,2rJ:J1 .
THE HANOVER INSURANCE COMPANY
MASSACHUSETTS BAY INSURANCE COMPANY
CITIZENS INSURANCE COMPANY OF AMERICA
~\J 4J~
Charles T. Wells, Assistant Vice President
Certified Copy Void Without Hanover Watermark
16-C511
BUSINESS CONTACT INFORMATION
kVu:, CDI,) \ Tf( U CTic,,J TNt-.
(Firm's Complete Legal Name)
Main Business
3(,1(, PROS P(.c T A lie:.
(Address)
Contact Name C.Hit((LE~ 4Gr;.ft(HtL\
Title VICE (I/{UIMN"
^~ItPLE.\ FL
(City, State, ZIP)
Phone No, l.3 q '11&0, .) 00 I
FAXNo. 2 3q ~ I'Lf3 ' ifl, 7 q
Emall address: t<ULc(O!IJ'" J:"Nt iJj (j,,! ,Le''''
, \ '
3lf/o'f
****************************************************************************************************
ADDITIONAL CONTACT INFORMATION
Send Payments To
(REQUIRED ONLY if different from above)
(Company Name used as Payee)
(Address)
(City, State, ZIP)
Contact Name
Title
Phone No,
FAX No
Email address:
Office Servicing Collier County Account
/Place Orders/Request Supplies
(REQUIRED ONLY if different from above)
(Address)
(City, State, ZIP)
Contact Name
Title
Phone No,
FAX No
Email Address:
GC-P-13
16 C5 l'
THIS SHEET MUST BE SIGNED BY VENDOR
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
Purchasing Department
BIDDERS CHECK LIST
IMPORTANT: Please read carefully, sign in the spaces indicated and return with
your Bid.
Bidder should check off each of the following items as the necessary action is completed:
1, The Bid has been signed,
2, The Bid prices offered have been reviewed,
3, The price extensions and totals have been checked,
4, The payment terms have been indicated,
5, Any required drawings, descriptive literature, etc, have been included,
6, Any delivery information required is included
7, If required, the amount of Bid bond has been checked, and the Bid bond or
cashiers check has been included,
8, Any addenda have been signed and included.
9, The mailing envelope has been addressed to
Purchasing Director
Collier County Government Center
Purchasing Building
3301 Tamiami Trail, East
Naples, Florida 34112
11. The mailing envelope must be sealed and marked with:
<:>Bid Number;
<:>project Name;
<:>Opening Date.
12, The Bid will be mailed or delivered in time to be received no later than the
specified openinq date and time. (Otherwise Bid cannot be considered,)
ALL COURIER-DELIVERED BIDS MUST HAVE THE BID NUMBER
AND PROJECT NAME ON THE OUTSIDE OF THE COURIER PACKET
Kyu~ COrJS ,f.I. U (/10,.) TN~
Bidd Narne
J', '1
1 l
DATE: ^A1Hi.rli :). ),01'7
,
GC-P-14
16 C5U,
CONSTRUCTION AGREEMENT
THE BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY,
FLORIDA, ("Owner") hereby contracts with Kyle Construction, Inc. ("Contractor")
of3636 Prospect Ave" Naples, FL 34104, a Florida Corporation, authorized to do
business in the State of Florida, to perform all work ("Work") in connection with
Henderson Creek Subdivision Water Distribution Improvements, Bid No, 07-4118
("Project"), as said Work is set forth in the Plans and Specifications prepared by Boyle
Engineering, the Engineer and/or Architect of Record ("Design Professional") and other
Contract Documents hereafter specified,
Owner and Contractor, for the consideration herein set forth, agree as follows:
Section 1. Contract Documents.
A. The Contract Documents consist of this Agreement, the Exhibits described in
Section 6 hereof, the Legal Advertisement, the Bidding Documents and any duly
executed and issued addenda, Change Orders, Work Directive Changes, Field Orders
and amendments relating thereto, All of the foregoing Contract Documents are
incorporated by reference and made a part of this Agreement (all of said documents
including the Agreement sometimes being referred to herein as the "Contract
Documents" and sometimes as the "Agreement" and sometimes as the "Contract"). A
copy of the Contract Documents shall be maintained by Contractor at the Project site at
all times during the performance of the Work.
B. Owner shall furnish to the Contractor one reproducible set of the Contract
Documents and the appropriate number of sets of the Construction Documents, signed
and sealed by the Design Professional, as are reasonably necessary for permitting,
Section 2. Scope of Work.
Contractor agrees to furnish and pay for all management, supervision, financing, labor,
materials, tools, fuel, supplies, utilities, equipment and services of every kind and type
necessary to diligently, timely, and fully perform and complete in a good and
workmanlike manner the Work required by the Contract Documents.
Section 3. Contract Amount.
In consideration of the faithful performance by Contractor of the covenants in this
Agreement to the full satisfaction and acceptance of Owner, Owner agrees to pay, or
cause to be paid, to Contractor the following amount (herein "Contract Amount"), in
accordance with the terms of this Agreement: seven hundred seventy-five thousand,
eighty-one dollars and sixty-five cents ($775,081,65)
GC-CA-1
16C5 HI
Section 4. Bonds.
A. Contractor shall provide Performance and Payment Bonds, in the form
prescribed in Exhibit A, in the amount of 100% of the Contract Amount, the costs of
which are to be paid by Contractor. The Performance and Payment Bonds shall be
underwritten by a surety authorized to do business in the State of Florida and otherwise
acceptable to Owner; provided, however, the surety shall meet the requirements of the
Department of the Treasury Fiscal Service, "Companies Holding Certificates of Authority
as Acceptable Sureties on Federal Bonds and as Acceptable Reinsurance Companies"
circular. This circular may be accessed via the web at
www.fms.treas.qov/c570/c570.html#certified. Should the Contract Amount be less than
$500,000, the requirements of Section 287,0935, F,S, shall govern the rating and
classification of the surety,
B, If the surety for any bond furnished by Contractor is declared bankrupt, becomes
insolvent, its right to do business is terminated in the State of Florida, or it ceases to
meet the requirements imposed by the Contract Documents, the Contractor shall, within
five (5) calendar days thereafter, substitute at its cost and expense another bond and
surety, both of which shall be subject to the Owner's approval.
Section 5. Contract Time and Liauidated Damaaes.
A. Time of Performance.
Time is of the essence in the performance of the Work under this Agreement. The
"Commencement Date" shall be established in the written Notice to Proceed to be
issued by the Project Manager, as hereinafter defined, Contractor shall commence the
Work within five (5) calendar days from the Commencement Date, No Work shall be
performed at the Project site prior to the Commencement Date, Any Work performed by
Contractor prior to the Commencement Date shall be at the sole risk of Contractor.
Contractor shall achieve Substantial Completion within one hundred and eighty (180)
calendar days from the Commencement Date (herein "Contract Time"), The date of
Substantial Completion of the Work (or designated portions thereof) is the date certified
by the Design Professional when construction is sufficiently complete, in accordance
with the Contract Documents, so Owner can occupy or utilize the Work (or designated
portions thereof) for the use for which it is intended, Contractor shall achieve Final
Completion within sixty (60) calendar days after the date of Substantial Completion,
Final Completion shall occur when the Agreement is completed in its entirety, is
accepted by the Owner as complete and is so stated by the Owner as completed. As
used herein and throughout the Contract Documents, the phrase "Project Manager"
refers to the Owner's duly authorized representative and shall mean the Division
Administrator or Department Director, as applicable, acting directly or through duly
authorized representatives,
B, Liquidated Damages in General,
Owner and Contractor recognize that, since time is of the essence for this Agreement,
Owner will suffer financial loss if Contractor fails to achieve Substantial Completion
within the time specified above, as said time may be adjusted as provided for herein, In
GC-CA-2
16C5 HI
such event, the total amount of Owner's damages, will be difficult, if not impossible, to
definitely ascertain and quantify, Should Contractor fail to achieve Substantial
Completion within the number of calendar days established herein, Owner shall be
entitled to assess, as liquidated damages, but not as a penalty, Five Hundred and
Seventy Four Dollars and Twenty Eight cents ($574.28) for each calendar day
thereafter until Substantial Completion is achieved, Further, in the event Substantial
Completion is reached, but the Contractor fails to reach Final Completion within the
required time period, Owner shall also be entitled to assess and Contractor shall be
liable for all actual damages incurred by Owner as a result of Contractor failing to timely
achieve Final Completion, The Project shall be deemed to be substantially completed
on the date the Project Manager (or at his/her direction, the Design Professional) issues
a Certificate of Substantial Completion pursuant to the terms hereof, Contractor hereby
expressly waives and relinquishes any right which it may have to seek to characterize
the above noted liquidated damages as a penalty, which the parties agree represents a
fair and reasonable estimate of the Owner's actual damages at the time of contracting if
Contractor fails to Substantially or Finally Complete the Work within the required time
periods,
C, Computation of Time Periods,
When any period of time is referenced by days herein, it shall be computed to exclude
the first day and include the last day of such period, If the last day of any such period
falls on a Saturday or Sunday or on a day made a legal holiday by the law of the
applicable jurisdiction, such day shall be omitted from the computation, and the last day
shall become the next succeeding day which is not a Saturday, Sunday or legal holiday,
D, Determination of Number of Days of Default.
For all contracts, regardless of whether the Contract Time is stipulated in calendar days
or working days, the Owner will count default days in calendar days,
E, Right of Collection,
The Owner has the right to apply any amounts due Contractor under this Agreement or
any other agreement between Owner and Contractor, as payment on such liquidated
damages due under this Agreement in Owner's sole discretion, Notwithstanding
anything herein to the contrary, Owner retains its right to liquidated damages due under
this Agreement even if Contractor, at Owner's election and in its sole discretion, is
allowed to continue and to finish the Work, or any part of it, after the expiration of the
Contract Time including granted time extensions.
F, Completion of Work by Owner.
In the event Contractor defaults on any of its obligations under the Agreement and
Owner elects to complete the Work, in whole or in part, through another contractor or its
own forces, the Contractor and its surety shall continue to be liable for the liquidated
damages under the Agreement until Owner achieves Substantial and Final Completion
of the Work, Owner will not charge liquidated damages for any delay in achieving
Substantial or Final Completion as a result of any unreasonable action or delay on the
part of the Owner.
GC-CA-3
16 C5 n,
G, Final Acceptance by Owner.
The Owner shall consider the Agreement complete when the Contractor has completed
in its entirety all of the Work and the Owner has accepted all of the Work and notified
the Contractor in writing that the Work is complete, Once the Owner has approved and
accepted the Work, Contractor shall be entitled to final payment in accordance with the
terms of the Contract Documents,
H, Recovery of Damages Suffered by Third Parties,
Contractor shall be liable to Owner to the extent Owner incurs damages from a third
party as a result of Contractor's failure to fulfill all of its obligations under the Contract
Documents, Owner's recovery of any delay related damages under this Agreement
through the liquidated damages does not preclude Owner from recovering from
Contractor any other non-delay related damages that may be owed to it arising out of or
relating to this Agreement.
Section 6. Exhibits Incorporated.
The following documents are expressly agreed to be incorporated by reference and
made a part of this Agreement.
Exhibit A:
Exhibit B:
Exhibit C:
Exhibit D:
Exhibit E:
Exhibit F:
Exhibit G:
Exhibit H:
Exhibit I:
Exhibit J:
Exhibit K:
Exhibit L:
Exhibit M:
Exhibit N:
Exhibit 0:
Performance and Payment Bond Forms
Insurance Requirements
Release and Affidavit Form
Contractor Application for Payment Form
Change Order Form
Certificate of Substantial Completion Form
Final Payment Checklist
General Terms and Conditions
Supplemental Terms and Conditions
Technical Specifications
Permits
Standard Details (if applicable)
Plans and Specifications prepared by Boyle Engineering
and identified as follows: Henderson Creek Subdivision Water
Distribution Improvements as shown on Plan Sheets G001 through
G004, C101 through C503
Contractor's List of Key Personnel
Stored Materials Record
Section 7. Notices
A. All notices required or made pursuant to this Agreement by the Contractor to the
Owner shall be shall be deemed duly served if delivered by U,S, Mail, E-mail or
Facsimile, addressed to the following:
Pamela Libby, Water Operations Manager
Collier County Water Department
GC-CA-4
16 G5 1 ~
Naples, FI
Tel: 239-530-6239
Fax: 239-
Email: Pamelalibby@colliergov.net
B, All notices required or made pursuant to this Agreement by Owner to Contractor
shall be made in writing and shall be deemed duly served if delivered by U,S, Mail, E-
mail or Facsimile, addressed to the following:
Kyle Construction, Inc.
3636 Prospect Ave.
Naples, FL 34104
Telephone: 239-643-7059
Fax: 239-643-4679
C, Either party may change its above noted address by giving written notice to the
other party in accordance with the requirements of this Section,
Section 8. PUBLIC ENTITY CRIMES.
8,1 By its execution of this Contract, Construction Contractor acknowledges that it
has been informed by Owner of the terms of Section 287,133(2)(a) of the Florida
Statutes which read as follows:
"A person or affiliate who has been placed on the convicted
vendor list following a conviction for a public entity crime may not
submit a bid on a contract to provide any goods or services to a
public entity for the construction or repair of a public building or
public work, may not submit bids on leases of real property to a
public entity, may not be awarded or perform work as a contractor,
supplier, subcontractor, or consultant under a contract with any
public entity in excess of the threshold amount provided in s.
287,017 for CATEGORY TWO for a period of 36 months from the
date of being placed on the convicted vendor list."
Section 9. Modification.
No modification or change to the Agreement shall be valid or binding upon the parties
unless in writing and executed by the party or parties intended to be bound by it.
Section 10. Successors and Assians.
Subject to other provisions hereof, the Agreement shall be binding upon and shall inure
to the benefit of the successors and assigns of the parties to the Agreement.
GC-CA-5
16C5 4
Section 11. Governina Law.
The Agreement shall be interpreted under and its performance governed by the laws of
the State of Florida,
Section 12. No Waiver.
The failure of the Owner to enforce at any time or for any period of time anyone or
more of the provisions of the Agreement shall not be construed to be and shall not be a
waiver of any such provision or provisions or of its right thereafter to enforce each and
every such provision,
Section 13. Entire Aareement.
Each of the parties hereto agrees and represents that the Agreement comprises the full
and entire agreement between the parties affecting the Work contemplated, and no
other agreement or understanding of any nature concerning the same has been entered
into or will be recognized, and that all negotiations, acts, work performed, or payments
made prior to the execution hereof shall be deemed merged in, integrated and
superseded by the Agreement.
Section 14. Severability.
Should any provision of the Agreement be determined by a court to be unenforceable,
such a determination shall not affect the validity or enforceability of any other section or
part thereof.
Section 15. Chanae Order Authorization.
The Project Manager shall have the authority on behalf of the Owner to execute all
Change Orders and Work Directive Changes to the Agreement to the extent provided
for under the Owner's Purchasing Policy and accompanying administrative procedures,
Section 16. Construction.
Any doubtful or ambiguous language contained in this Agreement shall not be
construed against the party who physically prepared this Agreement. The rule
sometimes referred to as "fortius contra proferentum" (pursuant to which ambiguities in
a contractual term which appears on its face to have been inserted for the benefit of one
of the parties shall be construed against the benefited party) shall not be applied to the
construction of this Agreement.
Section 17. Order of Precedence
In the event of any conflict between or among the terms of any of the Contract
Documents, the terms of the Construction Agreement and the General Terms and
Conditions shall take precedence over the terms of all other Contract Documents,
except the terms of any Supplemental Conditions shall take precedence over the
GC-CA-6
16 C514
Construction Agreement and the General Terms and Conditions, To the extent any
conflict in the terms of the Contract Documents cannot be resolved by application of the
Supplemental Conditions, if any, or the Construction Agreement and the General Terms
and Conditions, the conflict shall be resolved by imposing the more strict or costly
obligation under the Contract Documents upon the Contractor at Owner's discretion,
'It***
GC-CA-7
16C5 ,~
IN WITNESS WHEREOF, the parties have executed this Agreement on the date(s}
indicated below.
TWO WITNESSES j
/llau~ )1-~
FIRST WITNESS
1:!Jo..,rv (/\1 r r::::, f fe;<:.,
Type/Print Name
/7
s~~r~~
\1, "lL j A\~\c...~
Type/Print Name
Date:
t..\- )'l) -D"\
ATTEST: ," , ( ,
_," . ..: U
Dwight E.:Brock, Clerk
BY:Jiu:u <~~ O.c.
:-.. Attest IS '.c 1'lI4I'l'
.., 1....._1 ~
Approved As To Form
and Legal Suffioiency:
r~~
Assistant County Attorney
CONTRACTOR:
By:
~KYle ~on~truction, Inc.
. ~ftJZj0 uJ/JIA.
. (
I. ffAlfl. ~j 1l0~4lfMM fR (;'j I Mil! I
Type/Print Name and Title
OWNER:
BOARD OF COUNTY COMMISSIONERS OF
COLLIER COUNTY FLO IDA
BY:
Item# I(PC S
~~~;da -3 -.;ll-{) l
Dat~ lL20 - "-
Reed' U
GC-CA-1
16C5 01
BOND #
1817007
Surety:
Address:
The Hanover Insurance Company
808 North HigWander Way
Howell, Michigan 48843
Phone # 248-233-5127
This is the front page of the performance/payment bond issued in compliance with Florida
Statue Chapter 255.05
Contractor: Kyle Construction, Inc. Obligee: Collier County Government
Address: 3636 Prospect Avenue Address: 3301 E, Tamiami Trail
Naples, Florida 34104 Naples, Florida 34112
Phone #: 239-643-7059 Phone #: 239-417-6098
Date Issued: April 2, 2007
Amount: Seven Hundred Seventy Five Thousand Eighty One Dollars and ,65/100
($775,081.65)
Project Description: Henderson Creek Subdivision Water Distribution Improvements
Contract #: 07-4118
Project Address: Not Available
Legal Description of Not Available
Property:
This is the front page of the bond; all other pages are subsequent regardless of preprinted numbers,
l6G5~..
EXHIBIT A
PUBLIC PAYMENT BOND
Henderson Creek Subdivision Water Distribution Improvements
Bond No. 18 17 007
Contract No. 07-4118
KNOW ALL MEN BY THESE PRESENTS: That Kyle Construction, Inc.
3636 Prospect Avenue, Naples, Florida 34104 . as Principal,
and The Hanover Insurance Company . as
Surety, located at 808 North Highlander Way, Howell, Ml.chl.gan 41:J1:J4J
(Business Address) are held and firmly bound to Collier County Board of County Commissioners
as Obligee in the sum of Seven Hundred Seventy Five 'Ih:usard Eiqhty 01e D:illars am .65/lCO
($ 775,001.65-) for the payment whereof we bind ourselves, our heirs, executors,
personal representatives, successors and assigns, jointly and severally.
WHEREAS, Principal has entered into a contract dated as of the _ day of
2007, with Obligee for '!he !lrders::n Creek &txlivisim \oater Dist:r:ibJtim liq:rcM:ments
in accordance with drawings and specifications, which
contract is incorporated by reference and made a part hereof, and is referred to herein
as the Contract.
THE CONDITION OF THIS BOND is that if Principal:
Promptly makes payment to all claimants as defined in Section 255.05(1), Florida
Statutes, supplying Principal with labor, materials or supplies, used directly or indirectly
by Principal in the prosecution of the work provided for in the Contract, then this bond is
void; otherwise it remains in full force.
Any changes in or under the Contract and compliance or noncompliance with any
formalities connected with the Contract or the changes do not affect Sureties obligation
under this Bond.
The provisions of this bond are subject to the time limitations of Section 255.05(2). In
no event will the Surety be liable in the aggregate to claimants for more than the penal
sum of this Payment Bond, regardless of the number of suits that may be filed by
claimants.
IN WITNESS WHEREOF, the above parties have executed this instrument this 2rrl
day of Ap:il 2007, the name of each party being affixed and these presents
duly signed by its ,under-signed representative, pursuant to al..!thority of its governing
body.
GC-CA.A-1 .
16 C5 'i'~
Signed, sealed and delivered
in the presence of:
~4~~?
~Ut7:~ ,/ r::A
Wit esses as to Principal
PRINCIPAL
Kyle Construction, Inc.
BY: ~aJj" 1m a/intJ/14L1
NAME: 'UrA.4 L1 kfJhuMiIA
ITS: ~AHIJ)I--N r
STATE OF
COUNTY OF
My Commission Expires:
NOTARY PUBUC.STATE OF FLORIDA
"ij\ Bradley Sweeney
t }Co~ission # DD610109
., ", Expires: OCT. 30,2010
IQ;(QS; THRg ATI.AN1lC BONDING CO" INC.
NAME:
(AFFIX OFFICIAL SEAL)
Notary Public, State of.. ~\CJ.
Commission No.: V06\O\Oc-\
SURETY:
The Hanover Insurance Company
ATTEST:
(Printed Name)
808 North Highlander Way
Howpll, Michi9~n 48843
(Business Address
(Authorized Signature)
Witnesses to Surety
(Printed Name)
GC-CA-A-2
16 G5 H1
~/iA~
I'~ -" ,,~(1
ni ~.}::7~~
Wit sses
OR
r
,
I
As Attorney j~ F ct
(Attach Powfir Attorney)
Jay E. Woody, Attorney-In-Pact and
Florida Resident Aqent (2392 275-8226
(Printed Name)
4110 Center Point Drive, Suite 215
rurc Myers, ~ior1aa ~J~iO
(Business Address)
(239) 275-8226
(Telephone Number)
STATE OF
COUNTY OF
Florida
Lee
The foregoing instrument was acknowledged before me this 2nd
_1 , 2007, by Jay E. Woody
_~ ~ of 'Jhp r>o.rY'J<JPr T"""""IY'P ~
Surety, on behalf of Surety. Hel&w is personally known to me OR has prOduced
N/A as identification and. ho oli:cI (did not)
take an oath. ---- ~
day of
I as
My Commission Expires:
(Signat e)
(AFFIX OFFICIAL SEAL)
Name: Wendy L. Hingson
(Legibly Printed)
Notary Public, State of: Florida
Commission No,: 00390856
....;.,;;.. WENDY L. HINGSON
:~'C..,. .,,,;,,~ NOTARY PUBLIC _ STATE OF FLORID.A
{ ml i cmJMlsslON # 00390856
":>'~~: 'eXPIRES 5/23/2009
....~'.'.';...
-j(ll-.JCE:D THRl,1-tlB8-NOTARY1
GC-CA-A-3
16 C 5 .~
'.
EXHIBIT A
PUBLIC PERFORMANCE BOND
Henderson Creek Subdivision Water Distribution Improvements
Bond No. 18 17 007
Contract No. 07-4118
KNOW ALL MEN BY THESE PRESENTS: That Kyle Construction, Inc.
, as Principal, and The Hanover Insurance Company
as Surety, located at
808 North HiGhlander Wav, Howell, MichiGan 48843
(Business Address) are held and firmly bound to
Collier County Board of County Cormnissioners , as Obligee in the sum of
Seven Hundred Seventy Five Thousand Eiqhty One and .65/100---------------__
($ 775, 081. 65----~ for the payment whereof we bond ourselves, our heirs, executors,
personal representatives, successors and assigns, jointly and severally.
WHEREAS, Principal has entered into a contract dated as of the
, 2007, with Obligee
Henerson Creek Subdivision Water Distribution Improvements
in accordance with drawings and specifications, which contract is incorporated by
reference and made a part hereof, and is referred to herein as the Contract.
day of
for
THE CONDITION OF THIS BOND is that if Principal:
1. Performs the Contract at the times and in the manner prescribed in the Contract;
and
2. Pays Obligee any and all losses, damages, costs and attorneys' fees that
Obligee sustains because of any default by Principal under the Contract, including, but
not limited to, all delay damages, whether liquidated or actual, incurred by Obligee; and
3. Performs the guarantee of all work and materials fumished under the Contract for
the time specified in the Contract, then this bond is void; otherwise it remains in full
force. Any changes in or under the Contract and compliance or noncompliance with
any formalities connected with the Contract or the changes do not affect Sureties
obligation under this Bond.
The Surety, for value received, hereby stipulates and agrees that no changes,
extensions of time, alterations or additions to the terms of the Contract or other work to
be performed hereunder, or the specifications referred to therein shall in anywise affect
its obligations under this bond, and it does hereby waive notice of any such changes,
extensions of time, alterations or additions to the terms of the Contract or to work or to
the specifications.
GC-CA-A4
16 C 5 J'~
This instrument shall be construed in all respects as a common Jaw bond. It is
expressly understood that the time provisions and statute of limitations under Section
255.05, Florida Statutes, shall not apply to this bond.
In no event will the Surety be liable in the aggregate to Obligee for more than the penal
sum of this Performance Bond regardless of the number of suits that may be filed by
Obligee.
IN WITNESS WHEREOF, the above parties have executed this instrument this 2nd
day of April , 2007, the name of each party being affixed and these
presents duly signed by its undersigned representative,. pursuant to authority of its
governing body,
PRINCIPAL
KYLE CONSTRUCTION, INC.
By:-WjjLUU,~/, P1/ut
NAME: i.tAJA M 4BR~ItA1lA
ITS: -fv ~ to'".\! ..
STATE OF _Fi.D~ r ()!\
COUNTY OF COLLI /..:P...
instrument was acknowledged before me this JJ!!; day of
, 2007, by ,A-ltA M Al3~M.fAu1 , as
of rULE r;OIJlJ1,IJ,"rtv.;J piC- ,<t
corporation, on I behalf of the corporation. HElIShELis_)
rsonal Y Known ... to ~ OR has produced
, as identification and did d no take :tf1ath.
My Commission Expires:
ST'''''' OF FLORIDA (S~. natu e\
NOTARYPUBUC, N~
...""...... Bradley Sweeney . Co
fW"icotmnission#DD610109 Name,.. '- '-
".'!lfli O~ires: OCT. 30,2010 (Legibly Prlnte
#I'l!l\~\ '""^~.,., HT'nc BONDING co" INC.
..llQNDEDTHRU ~~, .
(AI-t-IX OFFICIAL SEAL) Notary.p~blic, Sta~~f: bl~
CommiSSion No.: , \
e ,-I
r
GC-CA-A-5
16 C5 1 ~
ATIEST:
SURETY:
The Hanover Insurance Company
(Printed Name)
808 North Highlander Way
Howell, Michigan 48843
(Business Address)
(Authorized Signature)
Witnesses as to Surety
(Printed Name)
OR
yLU[~
~~#:t:'
------
4
Z.
As Attorn i Fact
(Attach P wer of Attorney)
Jay E. woody, Attorney-In-Fact
and Florida Resident Agent
(Printed Name) .
4 10 Center POlnt Drive, Suite
215
Fort Myers, Florida 33916
(Business Address)
(239) 275-8226
(Telephone Number)
STATE OF
COUNTY OF
Florida
Lee
The foregoing instrument was acknowledged before me this 2nd day of
April , 2007, by Jay E. Woody , ~s Attorney-In-Fact & Florida
of '!he B3rlJver Ins.lrance Cl::Iq:any , a 161 H3rJ:Srire Et;:ld"ll~ ":Pl~ Surety, on
behalf of Surety. He/Sba is personally known to me OR has produced
WA as identificati 0 not) t e an oath.
My Commission Expires:
c
(AFFIX OFFICIAL SEAL)
Name: Wendy L. Hingson
(Legibly Printed)
Notary Public, State of: Florida
Commission No,:DD390B~o
.'''. NENDY L, rllNGSUN
.-;;~t1-' .".;~.. NOTARY PUBLIC. STATE OF FLORID,A
{ ~"i :::OM. MISS. 10. N # DD390856GC-CA_A-6
.""'~:: ;C:XPIRES 5/23/2009
'.!!.o"..~" '.;I~ ',lilA_NOTARYI
Certified Copy Void Without Allmerica Financial Watermark
This Power of Attorne ma nol be used to execule an bond wilh an ince lion dale after Ju
THE HANOVER INSURANCE COMPANY
MASSACHUSETTS BAY INSURANCE COMPANY
CITIZENS INSURANCE COMPANY OF AMERICA
POWERS OF ATTORNEY
CERTIFIED COPY
KNOW ALL MEN BY THESE PRESENTS: Thai THE HANOVER INSURANCE COMPANY and MASSACHUSETTS SAY INSURANCE COMPANY,
both being corporations organized and existing under the laws of the State of New Hampshire, and CITIZENS INSURANCE COMPANY OF
AMERICA, a corporation organized and existing under the laws of the State of Michigan, do hereby constitute and appoint
D.A. Valenti, Robert Trobec, Kathleen M. Irelan, Jeffrey A. Chandler, Ian J. Donald, Jay E. Woody, Wendy l. Hingson
and/or S.P. Humenchick
of Troy, MI and each is a true and lawful Attorney(sHn-fact to sign, execute, seal. acknowledge and deliver for, and on its behalf,
and as its act and deed any place within the United States, or, if the following line be filled in, only within the area therein designated
any and all bonds, recognizances, undertakings, contracts of indemnity or other writings obligatory in the nature thereof, as follows:
Any such obligations in the United States, not to exceed Twenty Million and No/100 ($20,OOO,OOO) in any single instance
and said companies hereby ratify and confirm all and whatsoever said Attorney(s)-in-fact may lawfully do in the premises by virtue of these presents.
These appointments are made under and by authority of the following Resolution passed by the Board of Directors of said Companies which
resolutions are still in effect:
"RESOLVED, That the President or any Vice President, in conjunction with any Assistant Vice President, be and they are hereby
authorized and empowered to appoint Attorneys-in-fact of the Company, in its name and as its acts, to execute and acknowledge for
and on its behalf as Surety any and all bonds, recognizances, contracts of indemnity, waivers of citation and all other writings
obligatory in the nature thereof, with power to attach thereto the seal of the Company. Any such writings so executed by such
Attorneys-in-fact shall be as binding upon the Company as if they had been duly executed and acknowledged by the regularly elected
officers of the Company in their own proper persons." (Adopted October 7, 1981 - The Hanover Insurance Company; Adopted April 14,
1982 - Massachusetts Bay Insurance Company; Adopted September 7,2001 - Citizens Insurance Company of America)
IN WITNESS WHEREOF, THE HANOVER INSURANCE COMPANY, MASSACHUSETTS BAY INSURANCE COMPANY and CITIZENS
INSURANCE COMPANY OF AMERICA have caused these presents to be sealed with their respective corporate seals, duly attested by a Vice
President and an Assistant Vice President, this 28th day of December, 2005
""""'",,,,,,
~~~~'~ \~~;.!~/"1-,
~ ,,\X;."i)9-PM4~.'~ ~
j'c/;,c 0\<;;\
~f;;;?}J' 19n '~i'
i ' .
.~>~,J
'" "...-
,'1,,"111111''''/
~~~+"\ :.~.~.0~!>./;",~
.! ......:o.PO.q.;....;t-a>:.~
, 'olJ'- '>-('1".",,-
i~;' SEAl \ ~~
::< : 1974 ; i'!:::
~ " '{'~
~ "',!L- - ....... .<
.... .,.,,~,.#
'/I~"'~
THE HANOVER INSURANCE COMPANY
MASSACHUSETTS BAY INSURANCE COMPANY
CITIZENS INSU NeE C MPANY OF AMERICA
. ~
~a'dM Van ~?!;;;!"
~) r-"
Ron~~""anl V<ee P'e';de" -
THE COMMONWEALTH OF MASSACHUSETTS )
COUNTY OF WORCESTER ) 55,
On this 28th day of December,2005 ,before me came the above named Vice President and Assistant Vice President of The Hanover Insurance
Company, Massachusetts Bay Insurance Company and Citizens Insurance Company of America, to me personally known to be the individuals and
officers described herein, and acknowledged that the seals affixed to the preceding instrument are the corporate seals of The Hanover Insurance
Company Massachusetts Bay Insurance Company and Citizens Insurance Company of America, respectively, and that the said corporate seals and
their signatures as officers were duly affixed and subscribed to said instrument by the authority and direction of said Corporations.
(@ --.....
--
'-"
...~.....l."
~&..khl.A 0.. ,:X7a1/)j!.~
. Notery Public
My commission expires on November 3, 2011
I, the undersigned Assistant Vice President of The Hanover Insurance Company, Massachusetts Bay Insurance Company and Citizens Insurance
Company of America, hereby certify that the above and foregoing is a full, true and correct copy of the Original Power of Attorney issued by said
Companies, and do hereby further certify that the said Powers of Attorney are still in force and effect.
This Certificate may be signed by facsimile under and by authority of the following resolution of the Board of Directors of The Hanover Insurance
Company, Massachusetts Bay Insurance Company and Citizens Insurance Company of America.
"RESOLVED, That any and all Powers of Attorney and Certified Copies of such Powers of Attorney and certification in respect thereto,
granted and executed by the President or any Vice President in conjunction with any Assistant Vice President of the Company, shall
be binding on the Company 10 the same extent as if all signatures therein were manually affixed, even though one or more of any such
signatures thereon may be facsimile." (Adopted October 7, 1981 - The Hanover Insurance Company; Adopted April 14, 1982 ~
Massachusetts Bay Insurance Company; Adopted September 7, 2001 - Citizens Insurance Company of America)
GIVEN under my hand and the seals of said Companies, at Worcester, Massachusetts, this 2nd
day of
April
,2007.
Certified Copy Void Without Allmerica Financial Watermark
THE HANOVER INSURANCE COMPANY
MASSACHUSETTS BAY INSURANCe COMPANY
CITIZENS INSURANCE COMPANY OF AMERICA
~\J tv~
Charles T. Wells. Assistant Vice Presidenl
CERTIFICATE OF LIABILITY INSURANCE l~-;-
PRODUCER FAX (239)275-8837 THIS CERTIFICATE IS ISSUED AS A MATT~
Valenti Trobec & Woody Inc ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
. . ' '. HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
4110 Center POl nt DrlVe, SUl te 215 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Fort Myers, FL 33916
19)275-8226
1..uRED Ky I e Construction, Inc.
3636 Prospect Avenue
Naples, FL 34104
ACORQ,
INSURERS AFFORDING COVERAGE
NAIC#
INSURER A Transportation Insurance CO
INSURER B Continental Casualty Ins CO
INSURERC Valley Forge Insurance CO
INSURERD Admiral Insurance Company. .... I ,
INSURERE, ("\ I ) 11_ 11". ~ 1
COVERAGES U I '\ I .....,
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. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
01807
INSR DO' TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE P~~~.,Y EXPIRATION LIMITS
GENERAL LIABILITY 202 450 89 08 10/01/2006 10/01/2007 EACH OCCURRENCE $ 1,000,000
X COMMERCIAL GENERAL LIABILITY DAMAGE TO RENTED $ 100,000
. I CLAIMS MADE [!] OCCUR MED EXP (Anyone person) $ 5,000
A PERSONAL & ADV INJURY $ 1,000,000
- GENERAL AGGREGATE $ 1,000,000
-
GEN'L AGGREGATE LIMIT APPLIES PER PRODUCTS - COMP/OP AGG $ 1,000,000
I POLICY m ~~8T n LOC
AUTOMOBILE UABILlTY 202 450 89 42 10/01/2006 10/01/2007 COMBINED SINGLE LIMIT
"7."" $
X ANY AUTO (Eaaccidenl) 1,000,000
-
ALL OWNED AUTOS BODILY INJURY
"'X $
SCHEDULED AUTOS {Per person)
B "'X
HIRED AUTOS BODILY INJURY
"'X $
NON-OWNED AUTOS (peraccldanl)
X Hi red Phy Damage PROPERTY DAMAGE
- (Per accident) $
~
GARAGE LIABILITY AUTO ONLY. EAACCIDENT $
==i ANY AUTO OTHER THAN EAACC $
AUTO ONLY: AGG $
EXCESS/UMBRELLA LIABILITY 204 450 89 90 10/01/2006 10/01/2007 EACH OCCURRENCE $ 2,000,000
~ OCCUR D CLAIMS MADE AGGREGATE $ 2,000,000
A $
~ DEDUCTIBLE $
X RETENTION $ 10 , 000 $
WORKERS COMPENSATION AND WCI07 367 45 77 10/01/2006 10/01/2007 X 1.:;:~,~:~T.t.;!;., I IO,!.tI-
EMPLOYERS' LIABILITY E.L. EACH ACCIDENT $ 100 , 000
C ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICERlMEMBER EXCLUDED? E.L. DISEASE - EA EMPLOYEE $ 100,000
If yes, describe under E.L. DISEASE - POLICY LIMIT $ 500,000
SPECIAL PROVISIONS below
OTHER
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS
))Excess Liability Policy #EX000005436-01 Effective 04/11/07-10/01/07 $2,000,000 Single/Aggregate Limit
'roject: Henderson Creek Subdivision Water Distribution Improvements (Cont#07-4118) Insurance
overage noted above are primary and non-contributory. 30 days notice of Cancellation 10days for non-
)ayment of premium, Exces~Liab. overrides GL & AUTO limits above.
ICAT
Collier County Board of County Commissioners
3301 E, Tamiami Trail
Naples, FL 34112
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL
~ DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT,
BUT FAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBLIGATiON OR LIABILITY
ACORD 2S (2001/0B)
OF ANY KIND UPON THE INSURER, I AGENTS OR REPRESENT
AUTHORIZED REPRESENTATIVE
Ja E. Wood ~
I
"---
ORATION 1988
toe5 ~.
EXHIBIT B
INSURANCE REQUIREMENTS
(1) The amounts and types of insurance coverage shall conform to the following minimum
requirements with the use of Insurance Services Office (ISO) forms and endorsements or their
equivalents, If Contractor has any self-insured retentions or deductibles under any of the below listed
minimum required coverages, Contractor must identify on the Certificate of Insurance the nature and
amount of such self-insured retentions or deductibles and provide satisfactory evidence of financial
responsibility for such obligations, All self-insured retentions or deductibles will be Contractor's sole
responsibility,
(2) The insurance required by this Agreement shall be written for not less than the limits specified
herein or required by law, whichever is greater.
(3) Coverage's shall be maintained without interruption from the date of commencement of the
Work until the date of completion and acceptance of the Project by the Owner or as specified in this
Agreement, whichever is longer.
(4) Certificates of insurance (3 copies) acceptable to the Owner shall be filed with the Owner
within ten (10) calendar days after Notice of Award is received by Contractor evidencing the fact that
Contractor has acquired and put in place the insurance coverages and limits required hereunder. In
addition, certified, true and exact copies of all insurance policies required shall be provided to Owner,
on a timely basis, if requested by Owner.
(5) The Contractor and/or its insurance carrier shall provide thirty (30) days written notice to the
Owner of policy cancellation or non-renewal on the part of the insurance carrier or the Contractor.
Contractor shall also notify Owner, in a like manner, within twenty-four (24) hours after receipt, of any
notices of expiration, cancellation, non-renewal or material change in coverages or limits received by
Contractor from its insurer and nothing contained herein shall relieve Contractor of this requirement to
provide notice, In the event of a reduction in the aggregate limit of any policy to be provided by
Contractor hereunder, Contractor shall immediately take steps to have the aggregate limit reinstated
to the full extent permitted under such policy.
(6) All insurance coverage's of the Contractor shall be primary to any insurance or self insurance
program carried by the Owner applicable to this Project.
(7) The acceptance by Owner of any Certificate of Insurance does not constitute approval or
agreement by the Owner that the insurance requirements have been satisfied or that the insurance
policy shown on the Certificate of Insurance is in compliance with the requirements of this Agreement.
(8) Contractor shall require each of its Subcontractors to procure and maintain, until the
completion of the subcontractors work, insurance of the types and to the limits specified in this
Section unless such insurance requirements for the Subcontractor are expressly waived in writing by
the Owner.
(9) Should at any time the Contractor not maintain the insurance coverage's required herein, the
Owner may terminate the Agreement or at its sole discretion shall be authorized to purchase such
GC-CA-B-1
16C5 "
coverage's and charge the Contractor for such coverage's purchased. If Contractor fails to reimburse
Owner for such costs within thirty (30) days after demand, Owner has the right to offset these costs
from any amount due Contractor under this Agreement or any other agreement between Owner and
Contractor, The Owner shall be under no obligation to purchase such insurance, nor shall it be
responsible for the coverage's purchased or the insurance company or companies used, The
decision of the Owner to purchase such insurance coverage's shall in no way be construed to be a
waiver of any of its rights under the Contract Documents,
(10) If the initial or any subsequently issued Certificate of Insurance expires prior to the completion
of the Work or termination of the Agreement, the Contractor shall furnish to the Owner, renewal or
replacement Certificate(s) of Insurance not later than ten (10) calendar days after to the date of their
expiration. Failure of the Contractor to provide the Owner with such renewal certificate(s) shall be
considered justification for the Owner to terminate the Agreement.
(11) All insurance policies required by this Agreement shall include the following provisions and
conditions by endorsement to the policies:
11,1 All insurance policies, other than the Business Automobile and Workers Compensation
policies, provided by Contractor to meet the requirements of this Agreement shall name
Collier County, Florida, as an additional insured as to the operations of Contractor under
this Agreement and shall contain a severability of interests provisions,
11,2, Companies issuing the insurance policy or policies shall have no recourse against
Owner for payment of premiums or assessments for any deductibles which all are at the
sole responsibility and risk of Contractor.
11.3, All insurance coverages of Contractor shall be primary to any insurance or self-
insurance program carried by Owner applicable to this Project, and the "Other
Insurance" provisions of any policies obtained by Contractor shall not apply to any
insurance or self-insurance program carried by Owner applicable to this Project.
11.4, The Certificates of Insurance, which are to be provided on the form set forth in
Attachment I to this Exhibit B, must identify the specific Project name, as well as the site
location and address (if any),
11,5, All insurance policies shall be fully performable in Collier County, Florida, and shall be
construed in accordance with the laws of the State of Florida.
WORKERS' COMPENSATION AND EMPLOYERS' LIABILITY
Required by this Agreement? -X Yes _ No
(1) Workers' Compensation and Employers' Liability Insurance shall be maintained by the
Contractor during the term of this Agreement for all employees engaged in the work under this
Agreement in accordance with the laws of the State of Florida, The amounts of such insurance shall
not be less than:
a. Worker's Compensation - Florida Statutory Requirements
GC-CA-B-2
b. Employers' Liability
$100,000 Each Accident
$500,000 Disease Aggregate
$100,000 Disease Each Employee
16C5 j:t
X- $1,000,000 Each Accident
$1,000,000 Disease Aggregate
$1,000,000 Disease Each Employee
(2) The insurance company shall waive all claims rights against the Owner and the policy shall be
so endorsed.
(3) United States Longshoreman's and Harborworker's Act coverage shall be maintained where
applicable to the completion of the work, (check one)
D Applicable X Not Applicable
(4) Maritime Coverage (Jones Act) shall be maintained where applicable to the completion of the
work. (check one)
D Applicable X Not Applicable
COMMERCIAL GENERAL LIABILITY
Required by this Agreement? X Yes _ No
(1) Commercial General Liability Insurance shall be maintained by the Contractor on an
occurrence basis, Coverage will include, but not be limited to, Bodily Injury, Property Damage,
Personal Injury, Contractual Liability for this Agreement, Independent Contractors, Broad Form
Property Damage including Completed Operations and Products and Completed Operations
Coverage, Limits of Liability shall not be less than the following:
General Aggregate
Products/Completed Operations Aggregate
Personal and Advertising Injury
Each Occurrence
Fire Damage
General Aggregate
Products/Completed Operations Aggregate
Personal and Advertising Injury
Each Occurrence
Fire Damage
General Aggregate
Products/Completed Operations Aggregate
GC-CA-B-3
$ 300,000
$ 300,000
$ 300,000
$ 300,000
$ 50,000
$ 500,000
$ 500,000
$ 500,000
$ 500,000
$ 50,000
$1,000,000
$1,000,000
Personal and Advertising Injury
Each Occurrence
Fire Damage
_X_ General Aggregate
Products/Completed Operations Aggregate
Personal and Advertising Injury
Each Occurrence
Fire Damage
16C5 HI
$1,000,000
$1,000,000
$ 50,000
$ 5,000,000
$ 5,000,000
$ 5,000,000
$ 5,000,000
$ 50,000
(2) The General Aggregate Limit shall apply separately to this Project and the policy shall be
endorsed using the following endorsement wording, "This endorsement modifies insurance provided
under the following: Commercial General Liability Coverage Part, The General Aggregate Limit
under LIMITS OF INSURANCE applies separately to each of your projects away from premises
owned by or rented to you,"
(3) The Owner shall be named as an Additional Insured and the policy shall be endorsed that such
coverage shall be primary to any similar coverage carried by the Owner.
(4) Coverage shall be included for explosion, collapse or underground property damage claims,
(5) Watercraft Liability coverage shall be carried at the limits shown above if applicable to the
completion of the work under this Agreement. (check one)
o Applicable X Not Applicable
(6) Aircraft Liability coverage shall be carried at limits of $10,000,000 each occurrence if
applicable to the completion of the work under this Agreement. (check one)
o Applicable X Not Applicable
PROPERTY INSURANCE - BUILDERS RISK
(1) The Owner shall purchase and maintain in a company or companies lawfully authorized to do
business in the State of Florida and in Collier County, property insurance in the amount of the initial
Contract Amount as well as subsequent modifications thereto for the entire Work at the site on a
replacement cost basis without voluntary deductibles, Such property insurance shall be maintained,
unless otherwise provided in the Contract Documents or otherwise agreed in writing by all persons
and entities who are beneficiaries of such insurance, until final payment has been made or until no
person or entity other than the Owner has an insurable interest in the property required to be covered,
whichever is earlier. This insurance shall include interests of the Owner, the Contractor,
Subcontractors, Sub-subcontractors and Material Suppliers in the Work.
(2) Property insurance shall be on an all-risk policy form and, at the Owner's option, shall cover
reasonable compensation for Professional's services and expenses required as a result of such
insured loss. At the Owner's option, flood and windstorm insurance will also be purchased,
GC-CA-B-4
16CS',
,-, (3) The property insurance provided by the Owner requires minimum deductibles and the
Contractor shall pay costs not covered by the deductibles, The responsibility of the Contractor for
any deductible associated with the all-risk policy described above shall be limited to a maximum of
$5,000 for each occurrence unless higher deductibles are identified in Exhibit C of the Contract
Documents, The responsibility of the Contractor for any deductible associated with the flood or
windstorm insurance identified herein, if purchased by the Owner, shall be limited to a maximum of
$5,000 for each occurrence unless higher deductibles are identified in Exhibit C of the Contract
Documents.
(4) This property insurance shall cover portions of the Work stored off the site after written
approval of the Owner at the value established in the approval, and also portions of the Work in
transit.
(5) Boiler and Machinery Insurance, The Owner shall have the option of purchasing and
maintaining boiler and machinery insurance required by the Contract Documents or by law, which
shall specifically cover such insured objects during installation and until final acceptance by the
Owner. If purchased this insurance shall include interests of the Owner, Contractor, Subcontractors
and Sub-subcontractors in the Work,
(6) Waivers of Subrogation, The Owner and Contractor waive all rights against (1) each other and
any of their subcontractors, sub-subcontractors, agents and employees, each of the other, and (2) the
Design Professional, and Design Professional's subconsultants, for damages caused by fire or other
,_ perils to the extent of insurance proceeds actually received by Owner under property insurance
obtained pursuant to this Exhibit or other any property insurance applicable to the Work, except such
rights as they have to proceeds of such insurance held by the Owner as fiduciary, The policies shall
provide waivers of subrogation by endorsement or otherwise,
(7) A loss insured under Owner's property insurance shall be adjusted by the Owner and made
payable to the Owner for the insured, as their interests may appear.
AUTOMOBILE LIABILITY INSURANCE
Required by this Agreement? L Yes _ No
(1) Automobile Liability Insurance shall be maintained by the Contractor for the ownership,
maintenance or use of any owned, non-owned or hired vehicle with limits of not less than:
Bodily Injury & Property Damage - $ 500,000
1- Bodily Injury & Property Damage - $1,000,000
Bodily Injury & Property Damage - $ 2,000,000
UMBRELLA LIABILITY
(1) Umbrella Liability may be maintained as part of the liability insurance of the Contractor and, if
- so, shall be in addition to and in excess of any Employers' Liability, Commercial General Liability,
and Automobile Liability coverage's and shall include all coverage's on a "following form" basis,
GC-CA-B-5
16C54_
- (2) The policy shall contain wording to the effect that, in the event of the exhaustion of any
underlying coverage due to the payment of claims, the Umbrella policy will "drop down" to apply as
primary insurance,
GC-CA-B-6
16C5 PI
EXHIBIT C
RELEASE AND AFFIDAVIT FORM
COUNTY OF COLLIER
STATE OF FLORIDA)
Before me, the undersigned authority, personally appeared
who after being duly sworn, deposes and says:
(1) In accordance with the Contract Documents and in consideration of $ paid,
("Contractor") releases and waives for itself and it's subcontractors,
material-men, successors and assigns, all claims demands, damages, costs and expenses, whether in contract or in tort,
against the Board of County Commissioners of Collier County, Florida, relating in any way to the performance of the
Agreement between Contractor and Owner dated , 2007 for the period from
to , excluding all retainage withheld and any pending claims or
disputes as expressly specified as follows:
(2) Contractor certifies for itself and its subcontractors, material-men, successors and assigns, that all charges for
labor, materials, supplies, lands, licenses and other expenses for which Owner might be sued or for which a lien or a
demand against any payment bond might be filed, have been fully satisfied and paid,
(3) To the maximum extent permitted by law, Contractor agrees to indemnify, defend and save harmless Owner from
all demands or suits, actions, claims of liens or other charges filed or asserted against the Owner arising out of the
performance by Contractor of the Work covered by this Release and Affidavit
(4) This Release and Affidavit is given in connection with Contractor's [monthlylfinal] Application for Payment No,
CONTRACTOR
BY:
ITS:
President
DATE:
Witnesses
STATE OF
COUNTY OF
The foregoing instrument was acknowledged before me this _ day of , 2007, by
,as of ,8
corporation, on behalf of the corporation, He/she is personally known to me or has produced
as identification and did (did not) take an oath,
My Commission Expires:
(Signature of Notary)
NAME:
(Legibly Printed)
_ (AFFIX OFFICIAL SEAL)
Notary Public, State of
Commissioner No,:
GC-CA-C-1
16 C5 d
EXHIBIT D
FORM OF CONTRACT APPLICATION FOR PAYMENT
(County Project Manager)
(County Department)
Collier County Board of County Commissioners (the OWNER) or
Collier County Water-Sewer District (the OWNER)
Bid No,
Project No
Application Date
FROM:
(Contractor's Representative) Payment Application No,
(Contractor's Name) for Work accomplished through the Date:
(Contractor's Address)
RE:
(Project Name)
Original Contract Time:
Revised Contract Time:
%
%
Original Contract Price: $
Total Change Orders to Date $
Revised Contract Amount $
Total value of Work Completed
and stored to Date $
Less Retainage $
Total Earned Less Retainage $
Less previous payment (s) $
AMOUNT DUE THIS
APPLICATION: $
Retainage @ 10% thru[insert date] $
Retainage @ _ % after [insert date] $
=
Percent Work completed to Date:
Percent Contract Time completed to Date
Liquidated Damages to be Accrued $
ATTACH SCHEDULE OF VALUES AND ACCOMPANYING DOCUMENTATION TO THIS APPLICATION
CONTRACTOR'S CERTIFICATION: The undersigned CONTRACTOR certifies that: (1) all previous progress payments
received from OWNER on account of Work done under the Contract referred to above have been applied to discharge in
full all obligations of CONTRACTOR incurred in connection with Work covered by prior Applications for Payment
numbered 1 through _ inclusive; (2) title to all materials and equipment incorporated in said Work or otherwise listed
in or covered by this Application for Payment will pass to OWNER at time of payment free and clear of all liens, claims,
security interests and encumbrances (except such as covered by Bond acceptable to OWNER); (3) all amounts have
been paid for work which previous payments were issued and received from the OWNER and that current payment is now
due; and (4) CONTRACTOR has only included amounts in this Application for Payment properly due and owing and
CONTRACTOR has not included within the above referenced amount any claims for unauthorized or changed Work that
has not been properly approved by Owner in writing and in advance of such Work,
By CONTRACTOR: (Contractor's Name)
(Signature) DATE:
(Type Name & Title)
(shall be signed by a duly authorized representative of CONTRACTOR)
Payment to the CONTRACTOR for the above AMOUNT DUE THIS APPLICATION is recommended:
By Design Professional:
(DP's Name)
(Signature) DATE:
(Type Name & Title)
Payment to the CONTRACTOR for the above AMOUNT DUE THIS APPLICATION is approved:
By OWNER'S Project Manager:
(Signature) DATE:
(Type Name and Titie)
GC-CA-D-1
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16C5 i
EXHIBIT E
CHANGE ORDER
TO:
Project Name:
Bid No.:
Change Order No,:
FROM: Collier County Government
Construction Agreement Dated:
Date:
Change Order Description
Original Agreement Amount ",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,$
Sum of previous Change Orders Amount ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,$
This Change Order Amount "",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,$
Revised Agreement Amount""""""" """"" """"",.., ""'" "" "'" "'" $
Original Contract Time in calendar days
Adjusted number of calendar days due to previous Change Orders
This Change Order adjusted time is
Revised Contract Time in calendar days
Original Notice to Proceed Date
Completion date based on original Contract Time
Revised completion date
Contractor's acceptance of this Change Order shall constitute a modification to the Agreement
and will be performed subject to all the same terms and conditions as contained in the
Agreement, as if the same were repeated in this acceptance, The adjustments, if any, to the
Agreement shall constitute a full and final settlement of any and all claims of the Contractor
arising out of, or related to, the change set forth herein, including claims for impact and delay
costs,
Prepared by:
Date:
Project Manager
Recommended by:
Date:
Design Professional
Accepted by:
Date:
Contractor
Approved by:
Date:
Department Director
Authorized by:
Division Administrator
Date:
(For use by Owner: Fund
Number: )
Cost Center:
Object Code:
Project
GC-CA-E
16CS"
EXHIBIT F
CERTIFICATE OF SUBSTANTIAL COMPLETION
OWNER'S Project No,
PROJECT:
Design Professional's Project No,
CONTRACTOR
Contract For
Contract Date
This Certificate of Substantial Completion applies to all Work under the Contract Documents or to the
following specified parts thereof:
To
OWNER
And
To
Substantial Completion is the state in the progress of the Work when the Work (or designated
portion) is sufficiently complete in accordance with the Contract Documents so that the Owner
can occupy or utilize the Work for its intended use. The Work to which this Certificate applies has
been inspected by authorized representatives of OWNER, CONTRACTOR AND DESIGN
PROFESSIONAL, and that Work is hereby declared to be substantially complete in accordance with the
requirements of the Contract Documents on:
DATE OF SUBSTANTIAL COMPLETION
A tentative list of items to be completed or corrected is attached hereto, This list may not be all-inclusive,
and the failure to include an item in it does not alter the responsibility of CONTRACTOR to complete all
the Work in accordance with the Contract Documents, The items in the tentative list shall be completed
or corrected by CONTRACTOR within days of the above date of Substantial Completion,
GC-CA-F-1
16C5 ~
The responsibilities between OWNER and CONTRACTOR for security, operation, safety, maintenance,
heat, utilities, insurance and warranties shall be as follows:
RESPON SI BI L1TI ES:
OWNER:
CONTRACTOR
The following documents are attached to and made a part of this Certificate:
This certificate does not constitute an acceptance of Work not in accordance with the Contract
Documents nor is it a release of CONTRACTOR'S obligation to complete the Work in accordance with the
Contract Documents,
Executed by Design Professional on
,2007
Design Professional
By:
Type Name and Title
CONTRACTOR accepts this Certificate of Substantial Completion on
,2007
CONTRACTOR
By:
Type Name and Title
OWNER accepts this Certificate of Substantial Completion on
,2007
OWNER
By:
Type Name and Title
GC-CA-F-2
16C5'~'
EXHIBIT G
FINAL PAYMENT CHECKLIST
Bid No,:
Contractor:
Project No,:
Date:
,2007
The following items have been secured by the
for the Project known as
and have been reviewed and found to comply with the requirements of the Contract Documents,
Original Contract Amount:
Final Contract Amount:
Commencement Date:
Substantial Completion Time as set forth in the Agreement:
Actual Date of Substantial Completion:
Calendar Days,
Final Completion Time as set forth in the Agreement:
Actual Final Completion Date:
Calendar Days,
YES NO
1, All Punch List items completed on
2, Warranties and Guarantees assigned to Owner (attach to this form),
3, Effective date of General one year warranty from Contractor is:
4, 2 copies of Operation and Maintenance manuals for equipment and
system submitted (list manuals in attachment to this form),
5, As-Built drawings obtained and dated:
6, Owner personnel trained on system and equipment operation,
7, Certificate of Occupancy No,:
issued on (attach to this form),
8, Certificate of Substantial Completion issued on
9, Final Payment Application and Affidavits received from Contractor on:
10. Consent of Surety received on
11, Operating Department personnel notified Project is in operating phase,
12, All Spare Parts or Special Tools provided to Owner:
13, Finished Floor Elevation Certificate provided to Owner:
- 14, Vendor Evaluation
15. Other:
If any of the above is not applicable, indicate by N/A If NO is checked for any of the above, attach
explanation,
Acknowledgments:
By Contractor:
(Company Name)
(Signature)
(Typed Name & Title)
GC-CA-G-1
By Design
Professional:
By Owner:
GC-CA-G-2
16C5
, ,./
:""1
(Firm Name)
(Signature)
(Typed Name & Title)
(Department Name)
(Signature)
(Name & Title)
16C5U,
EXHIBIT H
GENERAL TERMS AND CONDITIONS
1. INTENT OF CONTRACT DOCUMENTS.
1.1 It is the intent of the Contract Documents to describe a functionally complete
Project (or portion thereof) to be constructed in accordance with the Contract
Documents. Any work, materials or equipment that may reasonably be inferred from
the Contract Documents as being required to produce the intended result shall be
supplied whether or not specifically called for. When words which have a well known
technical or trade meaning are used to describe work, materials or equipment, such
words shall be interpreted in accordance with that meaning. Reference to standard
specifications, manuals or codes of any technical society, organization or association or
to the laws or regulations of any governmental authority having jurisdiction over the
Project, whether such reference be specific or by implication, shall mean the latest
standard specification, manual, code, law or regulation in effect at the time the Work is
performed, except as may be otherwise specifically stated herein.
1.2 If before or during the performance of the Work Contractor discovers a conflict,
error or discrepancy in the Contract Documents, Contractor immediately shall report
same to the Project Manager in writing and before proceeding with the Work affected
thereby shall obtain a written interpretation or clarification from the Project Manager;
said interpretation or clarification from the Project Manager may require Contractor to
consult directly with Design Professional or some other third party, as directed by
Project Manager. Contractor shall take field measurements and verify field conditions
and shall carefully compare such field measurements and conditions and other
information known to Contractor with the Contract Documents before commencing any
portion of the Work.
1,3 Drawings are intended to show general arrangements, design and extent of Work
and are not intended to serve as shop drawings, Specifications are separated into
divisions for convenience of reference only and shall not be interpreted as establishing
divisions for the Work, trades, subcontracts, or extent of any part of the Work, In the
event of a discrepancy between or among the drawings, specifications or other Contract
Document provisions, Contractor shall be required to comply with the provision which is
the more restrictive or stringent requirement upon the Contractor, as determined by the
Project Manager. Unless otherwise specifically mentioned, all anchors, bolts, screws,
fittings, fillers, hardware, accessories, trim and other parts required in connection with
any portion of the Work to make a complete, serviceable, finished and first quality
installation shall be furnished and installed as part of the Work, whether or not called for
by the Contract Documents,
2. INVESTIGATION AND UTILITIES.
2.1 Subject to Section 2,3 below, Contractor shall have the sole responsibility of
satisfying itself concerning the nature and location of the Work and the general and
local conditions, and particularly, but without limitation, with respect to the following:
GC-CA-H-1
16C5 ,~
those affecting transportation, access, disposal, handling and storage of materials;
availability and quality of labor; water and electric power; availability and condition of
roads; work area; living facilities; climatic conditions and seasons; physical conditions at
the work-site and the project area as a whole; topography and ground surface
conditions; nature and quantity of the surface materials to be encountered; subsurface
conditions; equipment and facilities needed preliminary to and during performance of
the Work; and all other costs associated with such performance, The failure of
Contractor to acquaint itself with any applicable conditions shall not relieve Contractor
from any of its responsibilities to perform under the Contract Documents, nor shall it be
considered the basis for any claim for additional time or compensation,
2.2 Contractor shall locate all existing roadways, railways, drainage facilities and
utility services above, upon, or under the Project site, said roadways, railways, drainage
facilities and utilities being referred to in this Sub-Section 2,2 as the "Utilities".
Contractor shall contact the owners of all Utilities to determine the necessity for
relocating or temporarily interrupting any Utilities during the construction of the Project.
Contractor shall schedule and coordinate its Work around any such relocation or
temporary service interruption. Contractor shall be responsible for properly shoring,
supporting and protecting all Utilities at all times during the course of the Work, The
Contractor is responsible for coordinating all other utility work so as to not interfere with
the prosecution of the Work (except those utilities to be coordinated by the Owner as
may be expressly described elsewhere in the Contract Documents).
2.3 Notwithstanding anything in the Contract Documents to the contrary, if conditions
are encountered at the Project site which are (i) subsurface or otherwise concealed
physical conditions which differ materially from those indicated in the Contract
Documents or (ii) unknown physical conditions of an unusual nature, which differ
materially from those ordinarily found to exist and generally recognized as inherent in
construction activities of the character provided for in the Contract Documents, and
which reasonably should not have been discovered by Contractor as part of its scope of
site investigative services required pursuant to the terms of the Contract Documents,
then Contractor shall provide Owner with prompt written notice thereof before conditions
are disturbed and in no event later than three (3) calendar days after first observance of
such conditions. Owner and Design Professional shall promptly investigate such
conditions and, if they differ materially and cause an increase or decrease in
Contractor's cost of, or time required for, performance of any part of the Work, Owner
will acknowledge and agree to an equitable adjustment to Contractor's compensation or
time for performance, or both, for such Work. If Owner determines that the conditions at
the site are not materially different from those indicated in the Contract Documents or
not of an unusual nature or should have been discovered by Contractor as part of its
investigative services, and that no change in the terms of the Agreement is justified,
Owner shall so notify Contractor in writing, stating its reasons. Claims by Contractor in
opposition to such determination by Owner must be made within seven (7) calendar
days after Contractor's receipt of Owner's written determination notice, If Owner and
Contractor cannot agree on an adjustment to Contractor's cost or time of performance,
the dispute resolution procedure set forth in the Contract Documents shall be complied
with by the parties.
GC-CA-H-2
16C5 _,
3. SCHEDULE.
3,1 The Contractor, within ten (10) calendar days after receipt of the Notice of Award,
shall prepare and submit to Project Manager, for their review and approval, a progress
schedule for the Project (herein "Progress Schedule"). The Progress Schedule shall
relate to all Work required by the Contract Documents, and shall utilize the Critical Path
method of scheduling and shall provide for expeditious and practicable execution of the
Work within the Contract Time, The Progress Schedule shall indicate the dates for
starting and completing the various stages of the Work,
3.2 The Progress Schedule shall be updated monthly by the Contractor. All monthly
updates to the Progress Schedule shall be subject to the Project Manager's review and
approval. Contractor shall submit the updates to the Progress Schedule with its
monthly Applications for Payment noted below. The Project Manager's review and
approval of the submitted Progress Schedule updates shall be a condition precedent to
the Owner's obligation to pay Contractor.
3,3 All work under this Agreement shall be performed in accordance with the
requirements of all Collier County Noise Ordinances then in effect. Unless otherwise
specified, work will generally be limited to the hours of 7:00 a.m, to 7:00 p,m" Monday
through Saturday, No work shall be performed outside the specified hours without the
prior approval of the Project Manager.
4. PROGRESS PAYMENTS.
4,1 Prior to submitting its first monthly Application for Payment, Contractor shall
submit to Project Manager, for their review and approval, a schedule of values based
upon the Contract Price, listing the major elements of the Work and the dollar value for
each element. After its approval by the Project Manager, this schedule of values shall
be used as the basis for the Contractor's monthly Applications for Payment. This
schedule shall be updated and submitted each month along with a completed copy of
the Application for Payment form signed by the Contractor's authorized representative
and attached to the Agreement as Exhibit D,
4.2 Prior to submitting its first monthly Application for Payment, Contractor shall
provide to the Project Manager the list of its Subcontractors and materialmen submitted
with its Bid showing the work and materials involved and the dollar amount of each
subcontract and purchase order. Contractor acknowledges and agrees that any
modifications to the list of Subcontractors submitted with Contractor's Bid and any
subsequently identified Subcontractors are subject to Owner's prior written approval.
The first Application for Payment shall be submitted no earlier than thirty (30) days after
the Commencement Date, Notwithstanding anything herein to the contrary, if approved
by Owner in its sole discretion, Contractor may submit its invoice for any required
Payment and Performance Bonds prior to the first Application of Payment provided that
Contractor has furnished Owner certified copies of the receipts evidencing the premium
paid by Contractor for the bonds,
GC-CA-H-3
1!&~5 1f'
4,3 Unless expressly approved by Owner in advance and in writing, said approval at
Owner's sole discretion, Owner is not required to make any payment for materials or
equipment that have not been incorporated into the Project. If payment is requested on
the basis of materials and equipment not incorporated into the Project, but delivered
and suitably stored at the site or at another location, and such payment and storage
have been agreed to by Owner in writing, the Application for Payment also shall be
accompanied by a bill of sale, invoice or other documentation warranting that the Owner
has received the materials and equipment free and clear of all liens, charges, security
interests and encumbrances, together with evidence that the materials and equipment
are covered by appropriate property insurance and other arrangements to protect
Owner's interest therein, all of which shall be subject to the Owner's satisfaction.
Thereafter, with each subsequent Application for Payment, Contractor also shall
complete and submit to Owner as part of its Application for Payment, the Stored
Materials Record attached hereto and made a part hereof as Exhibit 0,
4.4 Contractor shall submit four (4) copies of its monthly Application for Payment to
the Project Manager or his or her designee, as directed by Owner (which designee may
include the Design Professional). After the date of each Application for Payment is
stamped as received and within the timeframes set forth in Section 218.735 F,S., the
Project Manager, or Design Professional, shall either: (1) Indicate its approval of the
requested payment; (2) indicate its approval of only a portion of the requested payment,
stating in writing its reasons therefore; or (3) return the Application for Payment to the
Contractor indicating, in writing, the reason for refusing to approve payment. Payments
of proper invoices in the amounts approved shall be processed and paid in accordance
with Section 218.735, F.S, and the administrative procedures established by the
County's Purchasing Department and the Clerk of Court's Finance Department
respectively.
In the event of a total denial by Owner and return of the Application for Payment by the
Project Manager, the Contractor may make the necessary corrections and re-submit the
Application for Payment. The Owner shall, within ten (10) business days after the
Application for Payment is stamped and received and after Project Manager approval of
an Application for Payment, pay the Contractor the amounts so approved,
4.5 Owner shall retain ten percent (10%) of the gross amount of each monthly
payment request or ten percent (10%) of the portion thereof approved by the Project
Manager for payment, whichever is less. Such sum shall be accumulated and not
released to Contractor until final payment is due unless otherwise agreed to by the
Owner. The Project Manager shall have the discretion to establish, in writing, a
schedule to periodically reduce the percentage of cumulative retainage held through out
the course of the Project schedule. Owner reserves the right to reduce the amount of
the retainage withheld subject to the guidelines as set forth in the Owner's Purchasing
Policy.
4,6 Monthly payments to Contractor shall in no way imply approval or acceptance of
Contractor's Work,
GC-CA-H-4
16C5 Ji~
4.7 Each Application for Payment, subsequent to the first pay application, shall be
accompanied by a Release and Affidavit, in the form attached as Exhibit C,
acknowledging Contractor's receipt of payment in full for all materials, labor, equipment
and other bills that are then due and payable by Owner with respect to the current
Application for Payment. Further, to the extent directed by Owner and in Owner's sole
discretion, Contractor shall also submit a Release and Affidavit from each
Subcontractor, sub-subcontractor, or supplier in the form attached as Exhibit C
acknowledging that each Subcontractor, sub-subcontractor or supplier has been paid in
full through the previous month's Application for Payment. The Owner shall not be
required to make payment until and unless these affidavits are furnished by Contractor.
4.8 Contractor agrees and understands that funding limitations exist and that the
expenditure of funds must be spread over the duration of the Project at regular intervals
based on the Contract Amount and Progress Schedule. Accordingly, prior to submitting
its first monthly Application for Payment, Contractor shall prepare and submit for Project
Manager's review and approval, a detailed Project Funding Schedule, which shall be
updated as necessary and approved by Owner to reflect approved adjustments to the
Contract Amount and Contract Time, No voluntary acceleration or early completion of
the Work shall modify the time of payments to Contractor as set forth in the approved
Project Funding Schedule,
4.9 Notwithstanding anything in the Contract Documents to the contrary, Contractor
acknowledges and agrees that in the event of a dispute concerning payments for Work
performed under this Agreement, Contractor shall continue to perform the Work
required of it under this Agreement pending resolution of the dispute provided that
Owner continues to pay Contractor all amounts that Owner does not dispute are due
and payable.
5. PAYMENTS WITHHELD.
5.1 The Project Manager may decline to approve any Application for Payment, or
portions thereof, because of subsequently discovered evidence or subsequent
inspections that reveal non-compliance with the Contract Documents. The Project
Manager may nullify the whole or any part of any approval for payment previously
issued and Owner may withhold any payments otherwise due Contractor under this
Agreement or any other agreement between Owner and Contractor, to such extent as
may be necessary in the Owner's opinion to protect it from loss because of:
(a) defective Work not remedied; (b) third party claims filed or reasonable evidence
indicating probable filing of such claims; (c) failure of Contractor to make payment
properly to subcontractors or for labor, materials or equipment; (d) reasonable doubt
that the Work can be completed for the unpaid balance of the Contract Amount; (e)
reasonable indication that the Work will not be completed within the Contract Time; (f)
unsatisfactory prosecution of the Work by the Contractor; or (g) any other material
breach of the Contract Documents by Contractor.
GC-CA-H-5
16CS"
5.2 If any conditions described in 5.1. are not remedied or removed, Owner may,
after three (3) days written notice, rectify the same at Contractor's expense, Provided,
however, in the event of an emergency, Owner shall not be required to provide
Contractor any written notice prior to rectifying the situation at Contractor's expense,
Owner also may offset against any sums due Contractor the amount of any liquidated or
non-liquidated obligations of Contractor to Owner, whether relating to or arising out of
this Agreement or any other agreement between Contractor and Owner.
6. FINAL PAYMENT.
6.1 Owner shall make final payment to Contractor in accordance with Section
218.735, F,S. and the administrative procedures established by the County's
Purchasing Department and the Clerk of Court's Finance Department after the Work is
finally inspected and accepted by Project Manager as set forth with Section 20,1 herein,
provided that Contractor first, and as an explicit condition precedent to the accrual of
Contractor's right to final payment, shall have furnished Owner with a properly executed
and notarized copy of the Release and Affidavit attached as Exhibit C, as well as, a duly
executed copy of the Surety's consent to final payment and such other documentation
that may be required by the Contract Documents and the Owner. Prior to release of
tinal payment and final retainage, the Contractor's Representative and the Project
Manager shall jointly complete the Final Payment Checklist, a representative copy of
which is attached to this Agreement as Exhibit G.
6.2 Contractor's acceptance of final payment shall constitute a full waiver of any and
all claims by Contractor against Owner arising out of this Agreement or otherwise
relating to the Project, except those previously made in writing in accordance with the
requirements of the Contract Documents and identified by Contractor as unsettled in its
final Application for Payment Neither the acceptance of the Work nor payment by
Owner shall be deemed to be a waiver of Owner's right to enforce any obligations of
Contractor hereunder or to the recovery of damages for defective Work not discovered
by the Design Professional or Project Manager at the time of final inspection,
7. SUBMITTALS AND SUBSTITUTIONS.
7.1 Contractor shall carefully examine the Contract Documents for all requirements
for approval of materials to be submitted such as shop drawings, data, test results,
schedules and samples. Contractor shall submit all such materials at its own expense
and in such form as required by the Contract Documents in sufficient time to prevent
any delay in the delivery of such materials and the installation thereof.
7.2 Whenever materials or equipment are specified or described in the Contract
Documents by using the name of a proprietary item or the name of a particular supplier,
the naming of the item is intended to establish the type, function and quality required.
Unless the name is followed by words indicating that no substitution is permitted,
materials or equipment of other suppliers may be accepted by Owner if sufficient
information is submitted by Contractor to allow the Owner to determine that the material
or equipment proposed is equivalent or equal to that named. Requests for review of
GC-CA-H-6
16C511
substitute items of material and equipment will not be accepted by Owner from anyone
other than Contractor and all such requests must be submitted by Contractor to Project
Manager within thirty (30) calendar days after Notice of Award is received by
Contractor, unless otherwise mutually agreed in writing by Owner and Contractor.
7.3 If Contractor wishes to furnish or use a substitute item of material or equipment,
Contractor shall make application to the Project Manager for acceptance thereof,
certifying that the proposed substitute shall adequately perform the functions and
achieve the results called for by the general design, be similar and of equal substance
to that specified and be suited to the same use as that specified. The application shall
state that the evaluation and acceptance of the proposed substitute will not prejudice
Contractor's achievement of substantial completion on time, whether or not acceptance
of the substitute for use in the Work will require a change in any of the Contract
Documents (or in the provisions of any other direct contract with Owner for the Project)
to adapt the design to the proposed substitute and whether or not incorporation or use
by the substitute in connection with the Work is subject to payment of any license fee or
royalty. All variations of the proposed substitute from that specified will be identified in
the application and available maintenance, repair and replacement service shall be
indicated, The application also shall contain an itemized estimate of all costs that will
result directly or indirectly from acceptance of such substitute, including costs for
redesign and claims of other contractors affected by the resulting change, all of which
shall be considered by the Project Manager in evaluating the proposed substitute, The
Project Manager may require Contractor to furnish at Contractor's expense additional
data about the proposed substitute.
7.4 If a specific means, method, technique, sequence or procedure of construction is
indicated in or required by the Contract Documents, Contractor may furnish or utilize a
substitute means, method, sequence, technique or procedure of construction
acceptable to the Project Manager, if Contractor submits sufficient information to allow
the Project Manager to determine that the substitute proposed is equivalent to that
indicated or required by the Contract Documents. The procedures for submission to
and review by the Project Manager shall be the same as those provided herein for
substitute materials and equipment.
7,5 The Project Manager shall be allowed a reasonable time within which to evaluate
each proposed substitute and, if need be, to consult with the Design Professional. No
substitute will be ordered, installed or utilized without the Project Manager's prior written
acceptance which shall be evidenced by a Change Order, a Work Directive Change, a
Field Order or an approved Shop Drawing, The Owner may require Contractor to
furnish at Contractor's expense a special performance guarantee or other surety with
respect to any substitute, The Project Manager will record time required by the Project
Manager and the Project Manager's consultants in evaluating substitutions proposed by
Contractor and making changes in the Contract Documents occasioned thereby,
Whether or not the Owner accepts a proposed substitute, Contractor shall reimburse
Owner for the charges of the Design Professional and the Design Professional's
consultants for evaluating each proposed substitute,
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8. DAILY REPORTS, AS-BUlL TS AND MEETINGS.
8,1 Unless waived in writing by Owner, Contractor shall complete and submit to
Project Manager on a weekly basis a daily log of the Contractor's work for the preceding
week in a format approved by the Project Manager. The daily log shall document all
activities of Contractor at the Project site including, but not limited to, the following:
8.1,1 Weather conditions showing the high and low temperatures during
work hours, the amount of precipitation received on the Project site, and any other
weather conditions which adversely affect the Work;
8,1,2
8,1,3
personnel;
Soil conditions which adversely affect the Work;
The hours of operation by Contractor's and Sub-Contractor's
8.1.4 The number of Contractor's and Sub-Contractor's personnel present
and working at the Project site, by subcontract and trade;
8.1,5 All equipment present at the Project site, description of equipment use
and designation of time equipment was used (specifically indicating any down time);
8,1.6 Description of Work being performed at the Project site;
8,1.7 Any unusual or special occurrences at the Project site;
8,1,8 Materials received at the Project site;
8,1.9 A list of all visitors to the Project
8.1.10 Any problems that might impact either the cost or quality of the Work or
the time of performance.
The daily log shall not constitute nor take the place of any notice required to be given by
Contractor to Owner pursuant to the Contract Documents,
8.2 Contractor shall maintain in a safe place at the Project site one record copy of
the Contract Documents, including, but not limited to, all drawings, specifications,
addenda, amendments, Change Orders, Work Directive Changes and Field Orders, as
well as all written interpretations and clarifications issued by the Design Professional, in
good order and annotated to show all changes made during construction. The
annotated drawings shall be continuously updated by the Contractor throughout the
prosecution of the Work to accurately reflect all field changes that are made to adapt the
Work to field conditions, changes resulting from Change Orders, Work Directive
Changes and Field Orders, and all concealed and buried installations of piping, conduit
and utility services. All buried and concealed items, both inside and outside the Project
site, shall be accurately located on the annotated drawings as to depth and in
relationship to not less than two (2) permanent features (e,g. interior or exterior wall
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faces). The annotated drawings shall be clean and all changes, corrections and
dimensions shall be given in a neat and legible manner in a contrasting color. The
"As-Built" record documents, together with all approved samples and a counterpart of all
approved shop drawings shall be available to the Project Manager or Design
Professional for reference. Upon completion of the Work and as a condition precedent
to Contractor's entitlement to final payment, these "As-Built" record documents, samples
and shop drawings shall be delivered to Project Manager by Contractor for Owner.
8.3 Contractor shall keep all records and supporting documentation which concern or
relate to the Work hereunder for a minimum of five (5) years from the date of
termination of this Agreement or the date the Project is completed or such longer period
as may be required by law, whichever is later. Owner, or any duly authorized agents or
representatives of Owner, shall have the right to audit, inspect and copy all such
records and documentation as often as they deem necessary during the period of this
Agreement and during the document retention period noted above; provided, however,
such activity shall be conducted only during normal business hours.
9. CONTRACT TIME AND TIME EXTENSIONS.
9.1 Contractor shall diligently pursue the completion of the Work and coordinate the
Work being done on the Project by its subcontractors and material-men, as well as
coordinating its Work with all work of others at the Project Site, so that its Work or the
work of others shall not be delayed or impaired by any act or omission by Contractor.
Contractor shall be solely responsible for all construction means, methods, techniques,
sequences, and procedures, as well as coordination of all portions of the Work under
the Contract Documents, and the coordination of Owner's suppliers and contractors as
set forth in Paragraph 12,2, herein,
9,2 Should Contractor be obstructed or delayed in the prosecution of or completion
of the Work as a result of unforeseeable causes beyond the control of Contractor, and
not due to its fault or neglect, including but not restricted to acts of Nature or of the
public enemy, acts of government, fires, floods, epidemics, quarantine regulation,
strikes or lockouts, Contractor shall notify the Owner in writing within forty-eight (48)
hours after the commencement of such delay, stating the cause or causes thereof, or be
deemed to have waived any right which Contractor may have had to request a time
extension,
9,3 No interruption, interference, inefficiency, suspension or delay in the
commencement or progress of the Work from any cause whatever, including those for
which Owner may be responsible, in whole or in part, shall relieve Contractor of its duty
to perform or give rise to any right to damages or additional compensation from Owner.
Contractor expressly acknowledges and agrees that it shall receive no damages for
delay. Contractor's sole remedy, if any, against Owner will be the right to seek an
extension to the Contract Time; provided, however, the granting of any such time
extension shall not be a condition precedent to the aforementioned "No Damage For
Delay" provision. This paragraph shall expressly apply to claims for early completion,
as well as to claims based on late completion,
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9.4 In no event shall any approval by Owner authorizing Contractor to continue
performing Work under this Agreement or any payment issued by Owner to Contractor
be deemed a waiver of any right or claim Owner may have against Contractor for delay
damages hereunder.
10. CHANGES IN THE WORK.
10.1 Owner shall have the right at any time during the progress of the Work to
increase or decrease the Work, Promptly after being notified of a change, Contractor
shall submit an itemized estimate of any cost or time increases or savings it foresees as
a result of the change, Except in an emergency endangering life or property, or as
expressly set forth herein, no addition or changes to the Work shall be made except
upon written order of Owner, and Owner shall not be liable to the Contractor for any
increased compensation without such written order. No officer, employee or agent of
Owner is authorized to direct any extra or changed work orally. Any alleged changes
must be approved by Owner in writing prior to starting such items. Owner will not be
responsible for the costs of any changes commenced without Owner's express prior
written approval. Failure to obtain such prior written approval for any changes will be
deemed: (i) a waiver of any claim by Contractor for such items and (ii) an admission by
Contractor that such items are in fact not a change but rather are part of the Work
required of Contractor hereunder.
10,2 A Change Order, in the form attached as Exhibit E to this Agreement, shall be
issued and executed promptly after an agreement is reached between Contractor and
Owner concerning the requested changes, Contractor shall promptly perform changes
authorized by duly executed Change Orders, The Contract Amount and Contract Time
shall be adjusted in the Change Order in the manner as Owner and Contractor shall
mutually agree.
10.3 If Owner and Contractor are unable to agree on a Change Order for the
requested change, Contractor shall, nevertheless, promptly perform the change as
directed by Owner in a written Work Directive Change, In that event, the Contract
Amount and Contract Time shall be adjusted as directed by Owner. If Contractor
disagrees with the Owner's adjustment determination, Contractor must make a claim
pursuant to Section 11 of these General Conditions or else be deemed to have waived
any claim on this matter it might otherwise have had,
10.4 In the event a requested change results in an increase to the Contract Amount,
the amount of the increase shall be limited to the Contractor's reasonable direct labor
and material costs and reasonable actual equipment costs as a result of the change
(including allowance for labor burden costs) plus a maximum ten percent (10%) markup
for all overhead and profit. In the event such change Work is performed by a
Subcontractor, a maximum ten percent (10%) markup for all overhead and profit for all
Subcontractors' and sub-subcontractors' direct labor and material costs and actual
equipment costs shall be permitted, with a maximum five percent (5%) markup thereon
by the Contractor for all of its overhead and profit, for a total maximum markup of fifteen
percent (15%), All compensation due Contractor and any Subcontractor or
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sub-subcontractor for field and home office overhead is included in the markups noted
above, Contractor's and Sub-Contractor's bond costs associated with any change order
shall be included in the overhead and profit expenses and shall not be paid as a
separate line item.
10.5 Owner shall have the right to conduct an audit of Contractor's books and records
to verify the accuracy of the Contractor's claim with respect to Contractor's costs
associated with any Change Order or Work Directive Change,
10,6 The Project Manager shall have authority to order minor changes in the Work not
involving an adjustment to the Contract Amount or an extension to the Contract Time
and not inconsistent with the intent of the Contract Documents. Such changes may be
effected by Field Order or by other written order. Such changes shall be binding on the
Contractor.
11. CLAIMS AND DISPUTES.
11.1 Claim is a demand or assertion by one of the parties seeking an adjustment or
interpretation of the terms of the Contract Documents, payment of money, extension of
time or other relief with respect to the terms of the Contract Documents. The term
"Claim" also includes other disputes and matters in question between Owner and
Contractor arising out of or relating to the Contract Documents. The responsibility to
substantiate a Claim shall rest with the party making the Claim.
11,2 Claims by the Contractor shall be made in writing to the Project Manager within
forty-eight (48) hours from when the Contractor knew or should have known of the event
giving rise to such Claim or else the Contractor shall be deemed to have waived the
Claim. Written supporting data shall be submitted to the Project Manager within fifteen
(15) calendar days after the occurrence of the event, unless the Owner grants additional
time in writing, or else the Contractor shall be deemed to have waived the Claim, All
Claims shall be priced in accordance with the provisions of Subsection 10.4.
11,3 The Contractor shall proceed diligently with its performance as directed by the
Owner, regardless of any pending Claim, action, suit or administrative proceeding,
unless otherwise agreed to by the Owner in writing. Owner shall continue to make
payments in accordance with the Contract Documents during the pendency of any
Claim.
12. OTHER WORK.
12,1 Owner may perform other work related to the Project at the site by Owner's own
forces, have other work performed by utility owners or let other direct contracts, If the
fact that such other work is to be performed is not noted in the Contract Documents,
written notice thereof will be given to Contractor prior to starting any such other work, If
Contractor believes that such performance will involve additional expense to Contractor
or require additional time, Contractor shall send written notice of that fact to Owner and
Design Professional within forty-eight (48) hours of being notified of the other work, If
the Contractor fails to send the above required forty-eight (48) hour notice, the
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Contractor will be deemed to have waived any rights it otherwise may have had to seek
an extension to the Contract Time or adjustment to the Contract Amount.
12,2 Contractor shall afford each utility owner and other contractor who is a party to
such a direct contract (or Owner, if Owner is performing the additional work with
Owner's employees) proper and safe access to the site and a reasonable opportunity
for the introduction and storage of materials and equipment and the execution of such
work and shall properly connect and coordinate its Work with theirs. Contractor shall do
all cutting, fitting and patching of the Work that may be required to make its several
parts come together properly and integrate with such other work, Contractor shall not
endanger any work of others by cutting, excavating or otherwise altering their work and
will only cut or alter their work with the written consent of the Project Manager and the
others whose work will be affected, The duties and responsibilities of Contractor under
this paragraph are for the benefit of such utility owners and other Contractors to the
extent that there are comparable provisions for the benefit of Contractor in said direct
contracts between Owner and such utility owners and other contractors.
12.3 If any part of Contractor's Work depends for proper execution or results upon the
work of any other contractor or utility owner (or Owner), Contractor shall inspect and
promptly report to Project Manager in writing any delays, defects or deficiencies in such
work that render it unavailable or unsuitable for such proper execution and results.
Contractor's failure to report will constitute an acceptance of the other work as fit and
proper for integration with Contractor's Work,
13. INDEMNIFICATION AND INSURANCE.
13,1 To the maximum extent permitted by Florida law, Contractor shall indemnify and
hold harmless Owner and its officers and employees from any and all liabilities, claims,
damages, penalties, demands, judgments, actions, proceedings, losses or costs,
including, but not limited to, reasonable attorneys' fees and paralegals' fees, whether
resulting from any claimed breach of this Agreement by Contractor or from personal
injury, property damage, direct or consequential damages, or economic loss, to the
extent caused by the negligence, recklessness, or intentional wrongful misconduct of
Contractor or anyone employed or utilized by the Contractor in the performance of this
Agreement.
13,2 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, Owner 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 Owner or an indemnified party
for the matter indemnified hereunder is fully and finally barred by the applicable statute
of limitations.
GC-CA-H-12
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13,3 Contractor shall obtain and carry, at all times during its performance under the
Contract Documents, insurance of the types and in the amounts set forth in Exhibit B to
the Agreement. Further, the Contractor shall at all times comply with all of the terms,
conditions, requirements and obligations set forth under Exhibit B.
14. COMPLIANCE WITH LAWS.
14,1 Contractor agrees to comply, at its own expense, with all federal, state and local
laws, codes, statutes, ordinances, rules, regulations and requirements applicable to the
Project, including but not limited to those dealing with taxation, worker's compensation,
equal employment and safety (including, but not limited to, the Trench Safety Act,
Chapter 553, Florida Statutes). If Contractor observes that the Contract Documents are
at variance therewith, it shall promptly notify Project Manager in writing. To the extent
any law, rule, regulation, code, statute, or ordinance requires the inclusion of certain
terms in this Agreement in order for this Agreement to be enforceable, such terms shall
be deemed included in this Agreement. Notwithstanding anything in the Contract
Documents to the contrary, it is understood and agreed that in the event of a change in
any applicable laws, ordinances, rules or regulations subsequent to the date this
Agreement was executed that increases the Contractor's time or cost of performance of
the Work, Contractor is entitled to a Change Order for such increases, except to the
extent Contractor knew or should have known of such changes prior to the date of this
Agreement.
14,2 By executing and entering into this agreement, the Contractor is formally
acknowledging without exception or stipulation that it is fully responsible for complying
with the provisions of the Immigration Reform and Control Act of 1986 as located at 8
U,S.C. 1324, et seo. and regulations relating thereto, as either may be amended,
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.
15. CLEANUP AND PROTECTIONS.
15,1 Contractor agrees to keep the Project site clean at all times of debris, rubbish
and waste materials arising out of the Work, At the completion of the Work, Contractor
shall remove all debris, rubbish and waste materials from and about the Project site, as
well as all tools, appliances, construction equipment and machinery and surplus
materials, and shall leave the Project site clean and ready for occupancy by Owner.
15,2 Any existing surface or subsurface improvements, including, but not limited to,
pavements, curbs, sidewalks, pipes, utilities, footings, structures, trees and shrubbery,
not indicated in the Contract Documents to be removed or altered, shall be protected by
Contractor from damage during the prosecution of the Work. Subject to the Section 2,3
above, any such improvements so damaged shall be restored by Contractor to the
condition equal to that existing at the time of Contractor's commencement of the Work,
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16. ASSIGNMENT.
16.1 Contractor shall not assign this Agreement or any part thereof, without the prior
consent in writing of Owner. Any attempt to assign or otherwise transfer this Agreement,
or any part herein, without the Owner'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 Owner.
17. PERMITS, LICENSES AND TAXES.
17,1 Pursuant to Section 218.80, F,S., Owner will pay for all Collier County permits
and fees, including license fees, permit fees, impact fees or inspection fees applicable
to the Work through an internal budget transfer(s). Contractor is not responsible for
paying for permits issued by Collier County, but Contractor is responsible for acquiring
all permits. Owner may require the Contractor to deliver internal budget transfer
documents to applicable Collier County agencies when the Contractor is acquiring
permits.
17,2 All permits, fees and licenses necessary for the prosecution of the Work which
are not issued by Collier County shall be acquired and paid for by the Contractor.
17,3 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.
18. TERMINATION FOR DEFAULT.
18,1 Contractor shall be considered in material default of the Agreement and such
default shall be considered cause for Owner to terminate the Agreement, in whole or in
part, as further set forth in this Section, if Contractor: (1) fails to begin the Work under
the Contract Documents within the time specified herein; or (2) fails to properly and
timely perform the Work as directed by the Project Manager or as provided for in the
approved Progress Schedule; or (3) performs the Work unsuitably or neglects or
refuses to remove materials or to correct or replace such Work as may be rejected as
unacceptable or unsuitable; or (4) discontinues the prosecution of the Work; or (5) fails
to resume Work which has been suspended within a reasonable time after being
notified to do so; or (6) becomes insolvent or is declared bankrupt, or commits any act
of bankruptcy; or (7) allows any final judgment to stand against it unsatisfied for more
than ten (10) days; or (8) makes an assignment for the benefit of creditors; or (9) fails to
obey any applicable codes, laws, ordinances, rules or regulations with respect to the
Work; or (10) materially breaches any other provision of the Contract Documents,
18,2 Owner shall notify Contractor in writing of Contractor's default(s), If Owner
determines that Contractor has not remedied and cured the default(s) within seven (7)
calendar days following receipt by Contractor of said written notice or such longer
period of time as may be consented to by Owner in writing and in its sole discretion,
then Owner, at its option, without releasing or waiving its rights and remedies against
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the Contractor's sureties and without prejudice to any other right or remedy it may be
entitled to hereunder or by law, may terminate Contractor's right to proceed under the
Agreement, in whole or in part, and take possession of all or any portion of the Work
and any materials, tools, equipment, and appliances of Contractor, take assignments of
any of Contractor's subcontracts and purchase orders, and complete all or any portion
of Contractor's Work by whatever means, method or agency which Owner, in its sole
discretion, may choose,
18.3 If Owner deems any of the foregoing remedies necessary, Contractor agrees that
it shall not be entitled to receive any further payments hereunder until after the Project is
completed. All moneys expended and all of the costs, losses, damages and extra
expenses, including all management, administrative and other overhead and other
direct and indirect expenses (including Design Professional and attorneys' fees) or
damages incurred by Owner incident to such completion, shall be deducted from the
Contract Amount, and if such expenditures exceed the unpaid balance of the Contract
Amount, Contractor agrees to pay promptly to Owner on demand the full amount of
such excess, including costs of collection, attorneys' fees (including appeals) and
interest thereon at the maximum legal rate of interest until paid, If the unpaid balance of
the Contract Amount exceeds all such costs, expenditures and damages incurred by the
Owner to complete the Work, such excess shall be paid to the Contractor. The amount
to be paid to the Contractor or Owner, as the case may be, shall be approved by the
Project Manager, upon application, and this obligation for payment shall survive
termination of the Agreement.
18,4 The liability of Contractor hereunder shall extend to and include the full amount of
any and all sums paid, expenses and losses incurred, damages sustained, and
obligations assumed by Owner in good faith under the belief that such payments or
assumptions were necessary or required, in completing the Work and providing labor,
materials, equipment, supplies, and other items therefor or re-Ietting the Work, and in
settlement, discharge or compromise of any claims, demands, suits, and judgments
pertaining to or arising out of the Work hereunder.
18,5 If, after notice of termination of Contractor's right to proceed pursuant to this
Section, it is determined for any reason that Contractor was not in default, or that its
default was excusable, or that Owner is not entitled to the remedies against Contractor
provided herein, then the termination will be deemed a termination for convenience and
Contractor's remedies against Owner shall be the same as and limited to those afforded
Contractor under Section 19 below.
18,6 In the event (i) Owner fails to make any undisputed payment to Contractor within
thirty (30) days after such payment is due or Owner otherwise persistently fails to fulfill
some material obligation owed by Owner to Contractor under this Agreement, and
(ii) Owner has failed to cure such default within fourteen (14) days of receiving written
notice of same from Contractor, then Contractor may stop its performance under this
Agreement until such default is cured, after giving Owner a second fourteen (14) days
written notice of Contractor's intention to stop performance under the Agreement. If the
Work is so stopped for a period of one hundred and twenty (120) consecutive days
GC-CA-H-15
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through no act or fault of the Contractor or its Subcontractors or their agents or
employees or any other persons performing portions of the Work under contract with the
Contractor or any Subcontractor, the Contractor may terminate this Agreement by giving
written notice to Owner of Contractor's intent to terminate this Agreement. If Owner
does not cure its default within fourteen (14) days after receipt of Contractor's written
notice, Contractor may, upon fourteen (14) additional days' written notice to the Owner,
terminate the Agreement and recover from the Owner payment for Work performed
through the termination date, but in no event shall Contractor be entitled to payment for
Work not performed or any other damages from Owner.
19. TERMINATION FOR CONVENIENCE AND RIGHT OF SUSPENSION.
19,1 Owner shall have the right to terminate this Agreement without cause upon
seven (7) calendar days written notice to Contractor. In the event of such termination
for convenience, Contractor's recovery against Owner shall be limited to that portion of
the Contract Amount earned through the date of termination, together with any
retainage withheld and reasonable termination expenses incurred, but Contractor shall
not be entitled to any other or further recovery against Owner, including, but not limited
to, damages or any anticipated profit on portions of the Work not performed.
19,2 Owner shall have the right to suspend all or any portions of the Work upon giving
Contractor not less than two (2) calendar days' prior written notice of such suspension,
If all or any portion of the Work is so suspended, Contractor's sole and exclusive
remedy shall be to seek an extension of time to its schedule in accordance with the
procedures set forth in the Contract Documents. In no event shall the Contractor be
entitled to any additional compensation or damages. Provided, however, if the ordered
suspension exceeds six (6) months, the Contractor shall have the right to terminate the
Agreement with respect to that portion of the Work which is subject to the ordered
suspension.
20. COMPLETION.
20,1 When the entire Work (or any portion thereof designated in writing by Owner) is
ready for its intended use, Contractor shall notify Project Manager in writing that the
entire Work (or such designated portion) is substantially complete, Within a reasonable
time thereafter, Owner, Contractor and Design Professional shall make an inspection of
the Work (or designated portion thereof) to determine the status of completion. If
Owner, after conferring with the Design Professional, does not consider the Work (or
designated portion) substantially complete, Project Manager shall notify Contractor in
writing giving the reasons therefor. If Owner, after conferring with the Design
Professional, considers the Work (or designated portion) substantially complete, Project
Manager shall prepare and deliver to Contractor a Certificate of Substantial Completion
which shall fix the date of Substantial Completion for the entire Work (or designated
portion thereof) and include a tentative punch-list of items to be completed or corrected
by Contractor before final payment. Owner shall have the right to exclude Contractor
from the Work and Project site (or designated portion thereof) after the date of
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Substantial Completion, but Owner shall allow Contractor reasonable access to
complete or correct items on the tentative punch-list.
20,2 Upon receipt of written certification by Contractor that the Work is completed in
accordance with the Contract Documents and is ready for final inspection and
acceptance, Project Manager and Design Professional will make such inspection and, if
they find the Work acceptable and fully performed under the Contract Documents shall
promptly issue a final Certificate for Payment, recommending that, on the basis of their
observations and inspections, and the Contractor's certification that the Work has been
completed in accordance with the terms and conditions of the Contract Documents, that
the entire balance found to be due Contractor is due and payable. Neither the final
payment nor the retainage shall become due and payable until Contractor submits:
(1) Receipt of Contractor's Final Application for Payment.
(2) The Release and Affidavit in the form attached as Exhibit C.
(3) Consent of surety to final payment.
(4) Receipt of the final payment check list.
(5) If required by Owner, other data establishing payment or satisfaction of all
obligations, such as receipts, releases and waivers of liens, arising out of
the Contract Documents, to the extent and in such form as may be
designated by Owner.
Owner reserves the right to inspect the Work and make an independent determination
as to the Work's acceptability, even though the Design Professional may have issued its
recommendations. Unless and until the Owner is completely satisfied, neither the final
payment nor the retainage shall become due and payable.
21. WARRANTY.
21.1 Contractor shall obtain and assign to Owner all express warranties given to
Contractor or any subcontractors by any subcontractor or materialmen supplying
materials, equipment or fixtures to be incorporated into the Project. Contractor warrants
to Owner that any materials and equipment furnished under the Contract Documents
shall be new unless otherwise specified, and that all Work shall be of good quality, free
from all defects and in conformance with the Contract Documents, Contractor further
warrants to Owner that all materials and equipment furnished under the Contract
Documents shall be applied, installed, connected, erected, used, cleaned and
conditioned in accordance with the instructions of the applicable manufacturers,
fabricators, suppliers or processors except as otherwise provided for in the Contract
Documents. If, within one (1) year after Substantial Completion, any Work is found to
be defective or not in conformance with the Contract Documents, Contractor shall
correct it promptly after receipt of written notice from Owner. Contractor shall also be
responsible for and pay for replacement or repair of adjacent materials or Work which
may be damaged as a result of such replacement or repair. Further, in the event of an
emergency, Owner may commence to correct any defective Work, without prior notice
to Contractor, at Contractor's expense, These warranties are in addition to those
implied warranties to which Owner is entitled as a matter of law,
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21,2 No later than 30 days prior to expiration of the warranty, the Project Manager, or
another representative of the Owner, shall conduct an inspection of the warranted work
to verify compliance with the requirements of the Agreement. The Contractor's
Representative shall be present at the time of inspection and shall take remedial actions
to correct any deficiencies noted in the inspection, Failure of the Contractor to correct
the cited deficiencies shall be grounds for the Owner to disqualify the Contractor from
future bid opportunities with the Owner, in addition to any other rights and remedies
available to Owner.
22. TESTS AND INSPECTIONS.
22.1 Owner, Design Professional, their respective representatives, agents and
employees, and governmental agencies with jurisdiction over the Project shall have
access at all times to the Work, whether the Work is being performed on or off of the
Project site, for their observation, inspection and testing, Contractor shall provide
proper, safe conditions for such access, Contractor shall provide Project Manager with
timely notice of readiness of the Work for all required inspections, tests or approvals,
22.2 If the Contract Documents or any codes, laws, ordinances, rules or regulations of
any public authority having jurisdiction over the Project requires any portion of the Work
to be specifically inspected, tested or approved, Contractor shall assume full
responsibility therefore, pay all costs in connection therewith and furnish Project
Manager the required certificates of inspection, testing or approval. All inspections,
tests or approvals shall be performed in a manner and by organizations acceptable to
the Project Manager.
22,3 Contractor is responsible, without reimbursement from Owner, for re-inspection
fees and costs; to the extent such re-inspections are due to the fault or neglect of
Contractor.
22.4 If any Work that is to be inspected, tested or approved is covered without written
concurrence from the Project Manager, such work must, if requested by Project
Manager, be uncovered for observation, Such uncovering shall be at Contractor's
expense unless Contractor has given Project Manager timely notice of Contractor's
intention to cover the same and Project Manager has not acted with reasonable
promptness to respond to such notice. If any Work is covered contrary to written
directions from Project Manager, such Work must, if requested by Project Manager, be
uncovered for Project Manager's observation and be replaced at Contractor's sole
expense.
22,5 The Owner shall charge to Contractor and may deduct from any payments due
Contractor all engineering and inspection expenses incurred by Owner in connection
with any overtime work. Such overtime work consisting of any work during the
construction period beyond the regular eight (8) hour day and for any work performed
on Saturday, Sunday or holidays,
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22.6 Neither observations nor other actions by the Project Manager or Design
Professional nor inspections, tests or approvals by others shall relieve Contractor from
Contractor's obligations to perform the Work in accordance with the Contract
Documents.
23. DEFECTIVE WORK.
23.1 Work not conforming to the requirements of the Contract Documents or any
warranties made or assigned by Contractor to Owner shall be deemed defective Work,
If required by Project Manager, Contractor shall as directed, either correct all defective
Work, whether or not fabricated, installed or completed, or if the defective Work has
been rejected by Project Manager, remove it from the site and replace it with non-
defective Work, Contractor shall bear all direct, indirect and consequential costs of
such correction or removal (including, but not limited to fees and charges of engineers,
architects, attorneys and other professionals) made necessary thereby, and shall hold
Owner harmless for same,
23,2 If the Project Manager considers it necessary or advisable that covered Work be
observed by Design Professional or inspected or tested by others and such Work is not
otherwise required to be inspected or tested, Contractor, at Project Manager's request,
shall uncover, expose or otherwise make available for observation, inspection or tests
as Project Manager may require, that portion of the Work in question, furnishing all
necessary labor, material and equipment. If it is found that such Work is defective,
Contractor shall bear all direct, indirect and consequential costs of such uncovering,
exposure, observation, inspection and testing and of satisfactory reconstruction
(including, but not limited to, fees and charges of engineers, architects, attorneys and
other professionals), and Owner shall be entitled to an appropriate decrease in the
Contract Amount. If, however, such Work is not found to be defective, Contractor shall
be allowed an increase in the Contract Amount and/or an extension to the Contract
Time, directly attributable to such uncovering, exposure, observation, inspection, testing
and reconstruction,
23,3 If any portion of the Work is defective, or if Contractor fails to supply sufficient
skilled workers, suitable materials or equipment or fails to finish or perform the Work in
such a way that the completed Work will conform to the Contract Documents, Project
Manager may order Contractor to stop the Work, or any portion thereof, until the cause
for such order has been eliminated, The right of Project Manager to stop the Work
shall be exercised, if at all, solely for Owner's benefit and nothing herein shall be
construed as obligating the Project Manager to exercise this right for the benefit of
Design Engineer, Contractor, or any other person,
23,4 Should the Owner determine, at its sole opinion, it is in the Owner's best interest
to accept defective Work, the Owner may do so, Contractor shall bear all direct, indirect
and consequential costs attributable to the Owner's evaluation of and determination to
accept defective Work. If such determination is rendered prior to final payment, a
Change Order shall be executed evidencing such acceptance of such defective Work,
GC-CA-H-19
16C5 ',.
incorporating the necessary revIsions in the Contract Documents and reflecting an
appropriate decrease in the Contract Amount. If the Owner accepts such defective
Work after final payment, Contractor shall promptly pay Owner an appropriate amount
to adequately compensate Owner for its acceptance of the defective Work,
23,5 If Contractor fails, within a reasonable time after the written notice from Project
Manager, to correct defective Work or to remove and replace rejected defective Work
as required by Project Manager or Owner, or if Contractor fails to perform the Work in
accordance with the Contract Documents, or if Contractor fails to comply with any of the
provisions of the Contract Documents, Owner may, after seven (7) days written notice
to Contractor, correct and remedy any such deficiency, Provided, however, Owner shall
not be required to give notice to Contractor in the event of an emergency. To the extent
necessary to complete corrective and remedial action, Owner may exclude Contractor
from any or all of the Project site, take possession of all or any part of the Work, and
suspend Contractor's services related thereto, take possession of Contractor's tools,
appliances, construction equipment and machinery at the Project site and incorporate in
the Work all materials and equipment stored at the Project site or for which Owner has
paid Contractor but which are stored elsewhere, Contractor shall allow Owner, Design
Professional and their respective representatives, agents, and employees such access
to the Project site as may be necessary to enable Owner to exercise the rights and
remedies under this paragraph, All direct, indirect and consequential costs of Owner in
exercising such rights and remedies shall be charged against Contractor, and a Change
Order shall be issued, incorporating the necessary revisions to the Contract Documents,
including an appropriate decrease to the Contract Amount. Such direct, indirect and
consequential costs shall include, but not be limited to, fees and charges of engineers,
architects, attorneys and other professionals, all court costs and all costs of repair and
replacement of work of others destroyed or damaged by correction, removal or
replacement of Contractor's defective Work, Contractor shall not be allowed an
extension of the Contract Time because of any delay in performance of the Work
attributable to the exercise by Owner of Owner's rights and remedies hereunder.
24. SUPERVISION AND SUPERINTENDENTS.
24.1 Contractor shall plan, organize, supervise, schedule, monitor, direct and control
the Work competently and efficiently, devoting such attention thereto and applying such
skills and expertise as may be necessary to perform the Work in accordance with the
Contract Documents, Contractor shall be responsible to see that the finished Work
complies accurately with the Contract Documents. Contractor shall keep on the Work at
all times during its progress a competent resident superintendent, who shall be subject
to Owner's approval and not be replaced without prior written notice to Project Manager
except under extraordinary circumstances. The superintendent shall be employed by
the Contractor and be the Contractor's representative at the Project site and shall have
authority to act on behalf of Contractor. All communications given to the superintendent
shall be as binding as if given to the Contractor. Owner shall have the right to direct
Contractor to remove and replace its Project superintendent, with or without cause,
Attached to the Agreement as Exhibit N is a list identifying Contractor's Project
Superintendent and all of Contractor's key personnel who are assigned to the Project;
GC-CA-H-20
16C5"
such identified personnel shall not be removed without Owner's prior written approval,
and if so removed must be immediately replaced with a person acceptable to Owner.
24.2 Contractor shall have a competent superintendent on the project at all times
whenever contractor's work crews, or work crews of other parties authorized by the
Project Manager are engaged in any activity whatsoever associated with the Project.
Should the Contractor fail to comply with the above condition, the Project Manager
shall, at his discretion, deduct from the Contractor's monthly pay estimate, sufficient
moneys to account for the Owner's loss of adequate project supervision, not as a
penalty, but as liquidated damages, separate from the liquidated damages described in
Section 5.B, for services not rendered,
25. PROTECTION OF WORK.
25.1 Contractor shall fully protect the Work from loss or damage and shall bear the
cost of any such loss or damage until final payment has been made, If Contractor or
anyone for whom Contractor is legally liable for is responsible for any loss or damage
to the Work, or other work or materials of Owner or Owner's separate contractors,
Contractor shall be charged with the same, and any moneys necessary to replace such
loss or damage shall be deducted from any amounts due Contractor.
25,2 Contractor shall not load nor permit any part of any structure to be loaded in any
manner that will endanger the structure, nor shall Contractor subject any part of the
Work or adjacent property to stresses or pressures that will endanger it.
25,3 Contractor shall not disturb any benchmark established by the Owner or Design
Professional with respect to the Project. If Contractor, or its subcontractors, agents or
anyone for whom Contractor is legally liable, disturbs the Owner or Design
Professional's benchmarks, Contractor shall immediately notify Project Manager and
Design Professional. The Owner or Design Professional shall re-establish the
benchmarks and Contractor shall be liable for all costs incurred by Owner associated
therewith,
26. EMERGENCIES.
26.1 In the event of an emergency affecting the safety or protection of persons or the
Work or property at the Project site or adjacent thereto, Contractor, without special
instruction or authorization from Owner or Design Professional is obligated to act to
prevent threatened damage, injury or loss, Contractor shall give Project Manager
written notice within forty-eight (48) hours after Contractor knew or should have known
of the occurrence of the emergency, if Contractor believes that any significant changes
in the Work or variations from the Contract Documents have been caused thereby, If
the Project Manager determines that a change in the Contract Documents is required
because of the action taken in response to an emergency, a Change Order shall be
issued to document the consequences of the changes or variations, If Contractor fails
to provide the forty-eight (48) hour written notice noted above, the Contractor shall be
GC-CA-H-21
16C5HI
deemed to have waived any right it otherwise may have had to seek an adjustment to
the Contract Amount or an extension to the Contract Time,
27. USE OF PREMISES.
27.1 Contractor shall maintain all construction equipment, the storage of materials and
equipment and the operations of workers to the Project site and land and areas
identified in and permitted by the Contract Documents and other lands and areas
permitted by law, rights of way, permits and easements, and shall not unreasonably
encumber the Project site with construction equipment or other material or equipment.
Contractor shall assume full responsibility for any damage to any such land or area, or
to the owner or occupant thereof, or any land or areas contiguous thereto, resulting from
the performance of the Work,
28. SAFETY.
28.1 Contractor shall be responsible for initiating, maintaining and supervising all
safety precautions and programs in connection with the Work, Contractor shall take all
necessary precautions for the safety of, and shall provide the necessary protection to
prevent damage, injury or loss to:
28,1,1 All employees on or about the project site and other persons and/or
organizations who may be affected thereby;
28,1.2 All the Work and materials and equipment to be incorporated therein,
whether in storage on or off the Project site; and
28.1.3 Other property on Project site or adjacent thereto, including trees,
shrubs, walks, pavements, roadways, structures, utilities and any underground
structures or improvements not designated for removal, relocation or replacement in the
Contract Documents.
28,2 Contractor shall comply with all applicable codes, laws, ordinances, rules and
regulations of any public body having jurisdiction for the safety of persons or property or
to protect them from damage, injury or loss, Contractor shall erect and maintain all
necessary safeguards for such safety and protection, Contractor shall notify owners of
adjacent property and of underground structures and improvements and utility owners
when prosecution of the Work may affect them, and shall cooperate with them in the
protection, removal, relocation or replacement of their property, Contractor's duties and
responsibilities for the safety and protection of the Work shall continue until such time
as the Work is completed and final acceptance of same by Owner has occurred.
28,3, Contractor shall designate a responsible representative located on a full time
basis at the Project site whose duty shall be the prevention of accidents, This person
shall be Contractor's superintendent unless otherwise designated in writing by
Contractor to Owner.
GC-CA-H-22
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28,4 Alcohol, drugs and all illegal substances are strictly prohibited on any Owner
property. All employees of Contractor, as well as those of all subcontractors and those
of any other person or entity for whom Contractor is legally liable (collectively referred to
herein as "Employees"), shall not possess or be under the influence of any such
substances while on any Owner property, Further, Employees shall not bring on to any
Owner property any gun, rifle or other firearm, or explosives of any kind,
28,5 Contractor acknowledges that the Work may be progressing on a Project site
which is located upon or adjacent to an existing Owner facility, In such event,
Contractor shall comply with the following:
28,5.1
All Owner facilities are smoke free. Smoking is strictly prohibited;
28,5,2 All Employees shall be provided an identification badge by
Contractor. Such identification badge must be prominently displayed on the outside of
the Employees' clothing at all times. All Employees working at the Project site must log
in and out with the Contractor each day;
28,5.3 Contractor shall strictly limit its operations to the designated work
areas and shall not permit any Employees to enter any other portions of Owner's
property without Owner's expressed prior written consent;
28,5.4 All Employees are prohibited from distributing any papers or other
materials upon Owner's property, and are strictly prohibited from using any of Owner's
telephones or other office equipment;
28,5,5 All Employees shall at all times comply with the OSHA regulations
with respect to dress and conduct at the Project site. Further, all Employees shall
comply with the dress, conduct and facility regulations issued by Owner's officials
onsite, as said regulations may be changed from time to time;
28.5.6 All Employees shall enter and leave Owner's facilities only through
the ingress and egress points identified in the site utilization plan approved by Owner or
as otherwise designated, from time to time, by Owner in writing;
28.5,7 When requested, Contractor shall cooperate with any ongoing
Owner investigation involving personal injury, economic loss or damage to Owner's
facilities or personal property therein;
28,5.8 The Employees may not solicit, distribute or sell products while on
Owner's property, Friends, family members or other visitors of the Employees are not
permitted on Owner's property; and
28,5.9 At all times, Contractor shall adhere to Owner's safety and security
regulations, and shall comply with all security requirements at Owner's facilities, as said
regulations and requirements may be modified or changed by Owner from time to time.
GC-CA-H-23
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29. PROJECT MEETINGS.
Prior to the commencement of Work, the Contractor shall attend a pre-construction
conference with the Project Manager, Design Professional and others as appropriate to
discuss the Progress Schedule, procedures for handling shop drawings and other
submittals, and for processing Applications for Payment, and to establish a working
understanding among the parties as to the Work, During the prosecution of the Work,
the Contractor shall attend any and all meetings convened by the Project Manager with
respect to the Project, when directed to do so by Project Manager or Design
Professional. The Contractor shall have its subcontractors and suppliers attend all such
meetings (including the pre-construction conference) as may be directed by the Project
Manager.
30. VENDOR PERFORMANCE EVALUATION
Owner has implemented a Vendor Performance Evaluation System for all contracts
awarded in excess of $25,000. To this end, vendors will be evaluated on their
performance upon completion/termination of this Agreement.
31. MAINTENANCE OF TRAFFIC POLICY
For all projects that are conducted within a Collier County Right-of-Way, the Contractor
shall provide and erect Traffic Control Devices as prescribed in the current edition of the
Manual On Uniform Traffic Control Devices (MUTCD), where applicable on local
roadways and as prescribed in the Florida Department of Transportations Design
Standards (OS), where applicable on state roadways, These projects shall also comply
with Collier County's Maintenance of Traffic Policy, #5807, incorporated herein by
reference, Copies are available through Risk Management and/or Purchasing
Departments, and is available on-line at colliergov.neUpurchasing,
The Contractor will be responsible for obtaining copies of all required manuals, MUTCD,
FOOT Roadway & Traffic Design Standards Indexes, or other related documents, so to
become familiar with their requirements, Strict adherence to the requirements of the
Maintenance of Traffic ("MOr) policy will be enforced under this Contract.
All costs associated with the Maintenance of Traffic shall be included on the line item on
the bid page.
If MOT is required, MOT is to be provided within ten (10) days of receipt of Notice of
Award.
32. SALES TAX SAVINGS AND DIRECT PURCHASE
32,1 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, Additionally, as directed by Owner and at no additional cost to Owner, Contractor
shall comply with and fully implement the sales tax savings program with respect to the
Work, as set forth in section 32,2 below:
GC-CA-H-24
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32.2 Notwithstanding anything herein to the contrary, because Owner is exempt from
sales tax and may wish to generate sales tax savings for the Project, Owner reserves
the right to make direct purchases of various construction materials and equipment
included in the Work ("Direct Purchase"), Contractor shall prepare purchase orders to
vendors selected by Contractor, for execution by Owner, on forms provided by Owner.
Contractor shall allow two weeks for execution of all such purchase orders by Owner.
Contractor represents and warrants that it will use its best efforts to cooperate with
Owner in implementing this sales tax savings program in order to maximize cost
savings for the Project. Adjustments to the Contract Amount will be made by
appropriate Change Orders for the amounts of each Owner Direct Purchase, plus the
saved sales taxes. A Change Order shall be processed promptly after each Direct
Purchase, or group of similar or related Direct Purchases, unless otherwise mutually
agreed upon between Owner and Contractor. With respect to all Direct Purchases by
Owner, Contractor shall remain responsible for coordinating, ordering, inspecting,
accepting delivery, storing, handling, installing, warranting and quality control for all
Direct Purchases. Notwithstanding anything herein to the contrary, Contractor
expressly acknowledges and agrees that all Direct Purchases shall be included within
and covered by Contractor's warranty to Owner to the same extent as all other
warranties provided by Contractor pursuant to the terms of the Contract Documents. In
the event Owner makes a demand against Contractor with respect to any Direct
Purchase and Contractor wishes to make claim against the manufacturer or supplier of
such Direct Purchase, upon request from Contractor Owner shall assign to Contractor
any and all warranties and Contract rights Owner may have from any manufacturer or
supplier of any such Direct Purchase by Owner.
32,3 Bidder represents and warrants that it is aware of its statutory responsibilities for
sale tax under Chapter 212, Florida Statutes, and for its responsibilities for Federal
excise taxes.
33. SUBCONTRACTS
33.1 Contractor shall review the design and shall determine how it desires to divide
the sequence of construction activities, Contractor will determine the breakdown and
composition of bid packages for award of subcontracts, based on the current Project
Milestone Schedule, and shall supply a copy of that breakdown and composition to
Owner and Design Professional for their review and approval prior to submitting its first
Application for Payment. Contractor shall take into consideration such factors as
natural and practical lines of severability, sequencing effectiveness, access and
availability constraints, total time for completion, construction market conditions,
availability of labor and materials, community relations and any other factors pertinent to
saving time and costs,
33,2 A Subcontractor is any person or entity who is performing, furnishing, supplying
or providing any portion of the Work pursuant to a contract with Contractor, Contractor
shall be solely responsible for and have control over the Subcontractors, Contractor
shall negotiate all Change Orders, Work Directive Changes, Field Orders and Requests
for Proposal, with all affected Subcontractors and shall review the costs of those
GC-CA-H-25
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proposals and advise Owner and Design Professional of their validity and
reasonableness, acting in Owner's best interest, prior to requesting approval of any
Change Order from Owner. All Subcontractors performing any portion of the Work on
this Project must be "qualified" as defined in Collier County Ordinance 87-25, meaning a
person or entity that has the capability in all respects to perform fully the Agreement
requirements with respect to its portion of the Work and has the integrity and reliability
to assure good faith performance,
33,3 In addition to those Subcontractors identified in Contractor's bid that were
approved by Owner, Contractor also shall identify any other Subcontractors, including
their addresses, licensing information and phone numbers, it intends to utilize for the
Project prior to entering into any subcontract or purchase order and prior to the
Subcontractor commencing any work on the Project. The list identifying each
Subcontractor cannot be modified, changed, or amended without prior written approval
from Owner. Any and all Subcontractor work to be self-performed by Contractor must
be approved in writing by Owner in its sole discretion prior to commencement of such
work. Contractor shall continuously update that Subcontractor list, so that it remains
current and accurate throughout the entire performance of the Work,
33.4 Contractor shall not enter into a subcontract or purchase order with any
Subcontractor, if Owner reasonably objects to that Subcontractor. Contractor shall not
be required to contract with anyone it reasonably objects to. Contractor shall keep on
file a copy of the license for every Subcontractor and sub-subcontractor performing any
portion of the Work, as well as maintain a log of all such licenses. All subcontracts and
purchase orders between Contractor and its Subcontractors shall be in writing and are
subject to Owner's approval. Further, unless expressly waived in writing by Owner, all
subcontracts and purchase orders shall (1) require each Subcontractor to be bound to
Contractor to the same extent Contractor is bound to Owner by the terms of the
Contract Documents, as those terms may apply to the portion of the Work to be
performed by the Subcontractor, (2) provide for the assignment of the subcontract or
purchase order from Contractor to Owner at the election of Owner upon termination of
Contractor, (3) provide that Owner will be an additional indemnified party of the
subcontract or purchase order, (4) provide that Owner will be an additional insured on
all liability insurance policies required to be provided by the Subcontractor except
workman's compensation and business automobile policies, (5) assign all warranties
directly to Owner, and (6) identify Owner as an intended third-party beneficiary of the
subcontract or purchase order. Contractor shall make available to each proposed
Subcontractor, prior to the execution of the subcontract, copies of the Contract
Documents to which the Subcontractor will be bound. Each Subcontractor shall
similarly make copies of such documents available to its sub-subcontractors,
33,5 Each Subcontractor performing work at the Project Site must agree to provide
field (on-site) supervision through a named superintendent for each trade (e,g" general
concrete forming and placement, masonry, mechanical, plumbing, electrical and
roofing) included in its subcontract or purchase order. In addition, the Subcontractor
shall assign and name a qualified employee for scheduling direction for its portion of the
'Nork, The supervisory employees of the Subcontractor (including field superintendent,
GC-CA-H-26
16C5~1
foreman and schedulers at all levels) must have been employed in a supervisory
(leadership) capacity of substantially equivalent level on a similar project for at least two
years within the last five years, The Subcontractor shall include a resume of experience
for each employee identified by it to supervise and schedule its work.
33.6 Unless otherwise expressly waived by Owner in writing, all subcontracts and
purchase orders shall provide:
33.6.1 That the Subcontractor's exclusive remedy for delays in the
performance of the subcontract or purchase order caused by events beyond its control,
including delays claimed to be caused by Owner or Design Professional or attributable
to Owner or Design Professional and including claims based on breach of contract or
negligence, shall be an extension of its contract time,
33,6,2 In the event of a change in the work, the Subcontractor's claim for
adjustments in the contract sum are limited exclusively to its actual costs for such
changes plus no more than 10% for overhead and profit.
33,6,3 The subcontract or purchase order, as applicable, shall require the
Subcontractor to expressly agree that the foregoing constitute its sole and exclusive
remedies for delays and changes in the Work and thus eliminate any other remedies for
claim for increase in the contract price, damages, losses or additional compensation.
Further, Contractor shall require all Subcontractors to similarly incorporate the terms of
this Section 33.6 into their sub-subcontracts and purchase orders,
33,6.4 Each subcontract and purchase order shall require that any claims by
Subcontractor for delay or additional cost must be submitted to Contractor within the
time and in the manner in which Contractor must submit such claims to Owner, and that
failure to comply with such conditions for giving notice and submitting claims shall result
in the waiver of such claims,
34. CONSTRUCTION SERVICES
34.1 Contractor shall maintain at the Project site, originals or copies of,
on a current basis, all Project files and records, including, but not limited to, the following
administrative records:
34.1.1
34.1,2
34,1,3
34.1.4
34,1,5
34.1,6
34.1,7
34,1,8
34,1.9
Subcontracts and Purchase Orders
Subcontractor Licenses
Shop Drawing Submittal/Approval Logs
Equipment Purchase/Delivery Logs
Contract Drawings and Specifications with Addenda
Warranties and Guarantees
Cost Accounting Records
Labor Costs
Material Costs
GC-CA-H-27
34.1.10
34.1.11
34.1.12
34.1.13
34.1.14
34.1,15
34,1.16
34,1.17
34,1.18
34.1,19
34.1,20
34.1,21
34.1.22
34.1.23
34,1.24
34,1,25
34.1.26
34.1.27
34.1.28
34,1.29
34.1.30
34,1,31
34.1,32
16C5".
Equipment Costs
Cost Proposal Request
Payment Request Records
Meeting Minutes
Cost-Estimates
Bulletin Quotations
Lab Test Reports
Insurance Certificates and Bonds
Contract Changes
Permits
Material Purchase Delivery Logs
Technical Standards
Design Handbooks
"As-Built" Marked Prints
Operating &- Maintenance Instruction
Daily Progress Reports
Monthly Progress Reports
Correspondence Files
Transmittal Records
Inspection Reports
Punch Lists
PM IS Schedule and Updates
Suspense (Tickler) Files of Outstanding
Requirements
The Project files and records shall be available at all times to Owner and Design
Professional or their designees for reference, review or copying.
34.2 Contractor Presentations
At the discretion of the County, the Contractor may be required to provide a brief update
on the Project to the Collier County Board of County Commissioners, "Board", up to two
(2) times per contract term. Presentations shall be made in a properly advertised Public
Meeting on a schedule to be determined by the County Manager or his designee. Prior
to the scheduled presentation date, the Contractor shall meet with appropriate County
staff to discuss the presentation requirements and format. Presentations may include,
but not be limited to, the following information: Original contract amount, project
schedule, project completion date and any changes to the aforementioned since Notice
to Proceed was issued.
35. SECURITY
If required, Consultant shall be responsible for the costs of providing background
checks and drug testing 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,
GC-CA-H-28
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Consultant shall be required to maintain records on each employee and make them
available to the County for at least four (4) years.
36. 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.
GC-CA-H-29
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EXHIBIT I
SUPPLEMENTAL TERMS AND CONDITIONS
1. The Notice to Proceed will be issued only after the following documentation has
been submitted to Owner:
a. Complete contractual documents, including payment and performance
bonds and insurance certificate;
b. Progress schedule, which shall utilize the Critical Path method of
scheduling and Microsoft Project;
c. Submittal schedule;
d. Draw (funding) Schedule, which shall consist of a monthly projection of
the value of the work to be completed and materials stored for the entire
duration of the project;
e. Safety Program/Risk Management Program;
f. Quality Assurance/Quality Control Program; and
g. Security Plan
2. The CPM Schedule and Draw Schedule shall be updated monthly and
submitted with each Contractor Application for Payment. If both items are not
submitted with Application for Payment, that payment will be withheld until
both items are received and accepted by the Owner and Engineer.
3. All engineering site plans and drawings referencing a specific geographic area
must be submitted in an AutoCad 14 or later format drawn in the Florida State
Plane East (US Feet) Coordinate System. The drawings should either
reference specific established Survey monumentation, such as Certified
Section Corners (Half or Quarter Sections are also acceptable), or be derived
from the RTK(Real-Time Kinematic) GPS Network as provided by the Collier County
Transportation Division.
GC-CA-I-1
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EXHIBIT J
TECHNICAL SPECIFICATIONS
GC-CA-J-1
16G5~.
SUPPLEMENTARY CONDITIONS
A. Riaht-Of-Entrv to Private Propertv
1. Prior to performing any construction activity specified in this Contract Document that is to be
performed inside a private property and outside Collier County's Right-Of-Way and
easements, the CONTRACTOR shall obtain from the Collier County Water Operations
Manager: the Right-Of-Entry document(s) for the private property{s) where the work will be
performed. The CONTRACTOR shall adjust or plan their project schedule based on the
Right-Of-Entry document(s) that have been obtained from the Collier County Water
Operations Manager. Due to circumstances beyond the control of the COUNTY, NOT ALL
Right-of-Entry document(s) may be available for the CONTRACTOR at the commencement of
the project. The CONTRACTOR shall not hold the COUNTY responsible for any delay or
extra cost in performing the work that is located within the Collier County's Right-Of-Way or
easements due to delay in obtaining any Right-Of-Entry document(s).
2. The CONTRACTOR may request a time extension to the COUNTY to perform the work inside
a private property due to the unavailability of Right-Of-Entry document. The CONTRACTOR
shall not delay any work inside any private property other than due to unavailability of Right-
Of-Entry document to the private property where the work is going to be performed. Any
delay due to the unavailability of Right-Of-Entry document(s) shall not entitle the
CONTRACTOR for additional compensation.
B. Permits
1. The following permit has been obtained by the COUNTY in relation to this project:
. Florida Department of Environmental Protection's Notice Of Intent To Use General
Permit For Construction Of Water Main Extensions for PWSs.
2. The CONTRACTOR shall obtain and pay for all other required permits and licenses. The
CONTRACTOR shall provide copies of these permits to the Water Operations Manager
and ENGINEER and shall comply with all conditions contained in the permits at no extra
cost to the COUNTY.
C. Tests and Inspections
1. With regard to paragraph 22.2 of the General Conditions, notice is hereby given that the
OWNER will retain and pay for an independent materials testing laboratory to accomplish
certain tests. The only tests to be provided by the COUNTY shall be the initial tests for
density and thickness of backfill, stabilized subgrade, base course and asphaltic concrete
surfaces; bearing value of stabilized subgrade; and Portland cement concrete cylinder
tests. Subsequent tests required after the initial tests to verify compliance with the Contract
Documents in areas failing the first test shall be paid for by the CONTRACTOR by
backcharge to subsequent applications for payment. All other tests required in the Contract
Document shall be provided by the CONTRACTOR.
D. Relocation of Water Service Line Inside Private Propertv
1. Consult and coordinate any work that has to performed in relocating the existing water
service line inside any private property with the Collier County Water Operations Manager:
and respective owner of the property. Do not proceed until the pre-construction video has
16C5
been submitted to and the Right-Of-Entry document has been obtained from the Collier
County Water Operations Manager.
2. The CONTRACTOR shall conform with 2004 Florida Building Code chapter 3 and chapter 6
with regard to the work required to relocate existing water service line inside any private
property. The new water service line from the existing water meter box to the new meter
box shall be PVC schedule 40.
16C5 11
HEN PERSON CREEK SUBDIVISION
WATER DISTRIBUTION IMPROVEMENTS
COLLIER COUNTY PROJECT NO. BE.FT .3785-0&-04
BID SCHEDULE
ITEM ITEM DESCRIPTION UNITS QUANTITY PRICE
NO. Per~Unlt Extended
1 Mobilization LS 1
2 Water Main
2a B-in Water Main PVC C-900 DR-18 Cl15D LF 7,820
2b 8-in Water Main PVC C-900 DR-14 Cl 200 LF 365
2e 6-in Water Main PVC C-900 DR-18 CL 150 LF 80
2d 6-in Water Main PVC C-900 DR-14 CL 200 LF 20
3 Water Valve Assembly
3a 6-in Gate Valve (wI box) EA 26
3b 6-in Gate Valve (wI box) EA 2
4 Air Release Valve Assembly EA 1
5 Fire Hydrant Assembly EA 8
6 Permanent Blowoff Assembly EA 2
7 Permanent Bacterialogical Sampling Point EA 4
8 Residential Water Service Connection
8a Single Service Connection (Long Side) EA 10
8b Single Service Connection (Short Side) EA 14
8e Double Service Connection (Long Side) EA 46
8d Double Service Connection (Short Side) EA 33
9 Re-route Existing Residential Water Service Line
Inside Private lot (Detail No.14, Sheet C-503) EA 118
10 Connection to Exlslng Non-Residential Service Line
10a Connection to Existing Service line - Greystone RV Park LS 1
10b Connection to Existing 8ackflow Assembly - St. Finnbarr Church LS 1
10e Connection to Existing Commercial Meter - Henderson Creek Club LS 1
11 Connection to Existing Water Main
11a Connection to Existing 1 Q-in PVC Water Main Stub LS 1
11b Connection to Existing 6-in HOPE Water Main (Detail No.13, Sheet C-503 LS 1
12 Grout & Abandon Existing 6-in Water Main LF 3,380
TOTAL =
16C5
TABLE OF CONTENTS
TECHNICAL SPECIFICATIONS
SECTION
DIVISION 1
01010
01026
01045
01051
01090
01300
01400
01500
01510
01570
01600
01710
01750
DIVISION 2
02110
02151
02210
02222
02223
02230
02275
02275
02400
02523
02530
02575
02622
02630
02645
02650
02675
02676
02999
DIVISION 3
03310
DIVISION 4
BE-FT -3785-06-04
012507
TITLE
GENERAL REQUIREMENTS
Summary of Work
Measurement and Payment
Connections to Existing Systems
Lines and Grades
References
Submittals
Quality Control
Construction Facilities and Temporary Controls
Pre-Construction Audio-Video Recording
Traffic Regulation and Public Safety
Material and Equipment
Cleaning
Project record Documents
SITEWORK
Site Clearing
Shoring, Sheeting and Bracing
Pipe abandonment
Excavation - Earth and Rock
Backfilling
Roadway Crossings by Open Cut
NPDES Requirements for Construction Activities Impacting More Than One Acre
Horizontal Directional Drilling
Restoration by Sodding or Seeding
Sidewalks, Driveways and Curbs
Groundwater Control for Open Cut Excavation
Pavement Repair and Restoration
Polyvinyl Chloride (PVC) Pipe and Fittings
Ductile Iron Pipe (DIP) and Fittings
Hydrants
Laying and Jointing Buried Pipelines
Disinfection
Leakage Tests
Miscellaneous Work and Cleanup
CONCRETE
Concrete, Masonry Mortar and Grout
(NOT USED)
TABLE OF CONTENT
Page 1 of 2
16 C 511
DIVISION 5
METALS
05540
Metal Castings
DIVISION 6 -14 (NOT USED)
DIVISION 15 MECHANICAL
15100 Water Valves and Appurtenances
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TABLE OF CONTENT
Page 2 of 2
16C5
SECTION 01010
SUMMARY OF WORK
PART 1 GENERAL
1.1 SECTION INCLUDES
A. Description of Work
B. CONTRACTOR's Use of Site
C. Work Sequence
D. COUNTY Occupancy
1.2 DESCRIPTION OF WORK
A. General: The Work to be done under this Contract is shown on the drawings and
specified in the Contract Documents. It includes, but not limited to, furnishing labor
and material to construct new 8-in and 6-in water mains and appurtenances, water
service connections to all residential and non-residential properties, connections to
existing water distribution network and abandonment of the existing water mains and
appurtenances. The total length of the water mains in this project is approximately
8,285-LF. There are approximately 182 residential and 3 non-residential water
service connections. The Work also include relocating approximately 118 of existing
water service connections to residential homes from their current locations at the rear
side utility easement to the street side of the properties as shown in detail nO.14 on
sheet C-503. The project site is located in Henderson Creek Park Subdivision, Collier
County, FL.
B. The Work includes but not limited to:
1. Furnishing of all labor, material, superintendence, plant, power, light, heat,
fuel, water, tools, appliances, equipment, supplies, services, and other means
of construction necessary or proper for performing and completing the Work.
2. Maintaining the Work area and site in a clean and acceptable manner.
3. Maintaining the service to the existing water system until such time that the
new water service is cleared, tested and ready to be transferred to the existing
water customers.
4. Protection of finished and unfinished Work.
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Section 01010
SUMMARY OF WORK
Page 1 of 4
16C5 \;1
5. Repair and restoration of Work or existing facilities disturbed or damaged due
to construction activities.
6. Restore all areas disturbed by construction to a condition at least equal to the
preconstruction condition including, but not limited to, all landscaping,
driveways, roads, fences, sprinkler systems traffic control devices, and other
improvements. Maintain ingress and egress to all properties within the limit of
the project.
7, Furnishing as necessary proper equipment and machinery, of a sufficient
capacity, to facilitate the Work and to handle all emergencies normally
encountered in Work of this character.
8. Furnishing the necessary labor and material to obtain the required
Mining/Dewatering Permit from South Florida Water Management District,
Notice of Intent to Use General Permit for Stormwater Discharge from large
and Small Construction Activities from Florida Department of Environmental
Protection and Right-Of-Way Permit from Collier County's Transportation
Engineering & Construction Management Department prior to the construction
and maintaining the validity of those permits throughout the project.
C. Implied and Normally Required Work: It is the intent of these Specifications to provide
the COUNTY with complete operable systems, subsystems and other items of Work.
Any part or item of Work, which is reasonably implied or normally required to make
each installation satisfactorily and completely operable, is deemed to be included in
the Work and the Contract Amount. All miscellaneous appurtenances and other items
of Work incidental to meeting the intent of these Specifications are included in the
Work and the Contract Amount even though these appurtenances may not be
specifically called for in these Specifications.
D. Quality of Work: Regard the apparent silence of the Contract Documents as to any
detail, or the apparent omission from them of a detailed description concerning any
Work to be done and materials to be furnished as meaning that only the best general
practice is to prevail and that only materials and workmanship of the best quality are
to be used. Interpretation of these specifications will be made upon this basis.
1.3 CONTRACTOR'S USE OF SITE
A. In addition to the requirements of the Supplemental Terms and Conditions, limit use
of site and premises for work and storage to allow for the following:
2. COUNTY or Private Utility Owners' occupancy and access to operate existing
utility systems.
3. Coordination of site use with ENGINEER.
4. Responsibility for protection and safekeeping of products under this
CONTRACT.
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Section 01010
SUMMARY OF WORK
Page 2 of 4
16C5
5. Providing additional off site storage at no additional cost to the COUNTY as
needed.
1.4 WORK SEQUENCE
A. Construct Work in stages to accommodate the COUNTY's use of existing water
system during construction period and in accordance with the limitations on the
sequence of construction specified. Coordinate construction schedules and
operations with ENGINEER and COUNTY's Representative. Work sequence shall be
scheduled to minimize water service disruption to the existing customers. Existing
water service shall be kept in service until the new water service is cleared, tested
and ready to be transferred to the existing customers.
B. Coordinate all water service shutdown to existing customers with COUNTY's
representative. ONLY COUNTY's representative have the authority to schedule
shutdown or operate existing COUNTY's owned water valves. A minimum48 hours
Notice is required for all shut downs to customers.
C. Coordinate all work that is specified to be performed inside any private property(s)
with the Collier County Water Operations Manager and the respective owner(s) of the
property. Obtain the Right-Of-Entry document to each private property from the
Collier County Water Operations Manager and consult the owner of each private
property with regard to the alignment of new water service pipe from the new water
meter box to the existing water meter box and any existing facilities (landscaping,
septic tank, sprinkler system, etc.) to be avoided. Refer to the Supplementary
Conditions for additional notes with regard to delay in obtaining Right-Of-Entry
document.
C. Coordinate Work of all subcontractors.
1.5 COUNTY OCCUPANCY
A. Conduct operations with the least inconvenience to the general public.
1.6 PROTECTION OF EXISTING UTILITIES
A. In case of damage to existing utilities caused by construction activities, contact the
owner of the utility or appropriate COUNTY department (Water or Wastewater)
immediately. The contact number for COUNTY Water Department is 239-530-6245.
The contact number for COUNTY Wastewater Department is 239-591-0186. Repair
any damage to existing utilities caused by construction activities in coordination with
or as directed by the owner of the utility.
PART 2 PRODUCTS
Not Used
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Section 01010
SUMMARY OF WORK
Page 3 of 4
16C5 ,_
PART 3 EXECUTION
A. Starting Work: Start Work within 10 days following the date stated in the Notice to
Proceed and execute with such progress as may be required to prevent delay to other
contractors or to the general completion of the project. Execute Work at such items
and in or on such parts of the project, and with such forces, material and equipment,
as to complete the Work in the time established by the Contract. At all times,
schedule and direct the Work so that it provides an orderly progression to completion
within the specified time for completion.
END OF SECTION
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Section 01010
SUMMARY OF WORK
Page 4 of 4
16C5
SECTION 01026
MEASUREMENT AND PAYMENT
PART 1 GENERAL
1.1 SECTION INCLUDES
A. Explanation and Definitions
B. Measurement
C. Payment
D. Schedule of Values
1.2 EXPLANATION AND DEFINITIONS
A. The following explanation of the Measurement and Payment for the Bid Schedule
items is made for information and guidance. The omission of reference to any item in
this description shall not, however, alter the intent of the Bid Schedule or relieve the
CONTRACTOR of the necessity of furnishing such as a part of the Contract.
Measurement and payment for all Contract Items shall made be in accordance with
this section or as modified by the Supplemental Terms and Conditions.
1.3 MEASUREMENT
A. The quantities set forth in the Bid Schedule are approximate and are given to
establish a uniform basis for the comparison of bids. The COUNTY reserves the right
to increase or decrease the quantity of any class or portion of the work during the
progress of construction in accord with the terms of the Contract.
1.4 PAYMENT
A. Make payment for the items listed on the Bid Schedule on the basis of the work
actually performed and completed, such work including but not limited to, the
furnishing of all necessary labor, materials, equipment, transportation, clean up,
restoration of disturbed areas, and all other appurtenances to complete the
construction and installation of the work as shown on the drawings and described in
the specifications.
B. Unit prices are used as a means of computing the final figures for bid and Contract
purposes, for periodic payments for work performed, for determining value of
additions or deletions and wherever else reasonable.
1.5 SCHEDULE OF VALUES
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Section 01026
MEASUREMENT & PAYMENT
Page 1 of 5
16C5 1'1
A. Approval of Schedule: Submit for approval a preliminary schedule of values, in
duplicate, for all of the Work. Prepare preliminary schedule in accordance with the
Supplemental Terms and Conditions. Submit preliminary schedule of values within 10
calendar days after the Effective Date of the Agreement. Submit final schedule of
values in accordance with the Supplemental Terms and Conditions.
B. Format: Utilize a format similar to the Table of Contents of the Project Specifications.
Identify each line item with number and title of the major specification items. Identify
site mobilization, bonds and insurance. Include within each line item, a direct
proportional amount of CONTRACTOR's overhead profit.
C. Revisions: With each Application for Payment, revise schedule to list approved
Change Orders.
PART 2 PRODUCTS
Not Used
PART 3 EXECUTION
3.1 MEASUREMENT AND PAYMENT
A. Make payment on the basis of work actually performed completing each item in the
Bid, such work including, but not limited to, the furnishing of all necessary labor,
materials, equipment, transportation, cleanup, and all other appurtenances to
complete the construction and installation of the work to the configuration and extent
as shown on the drawings and described in the specifications. Payment for each item
includes compensation for cleanup and restorations. Cost of cleanup and surface
restorations (including pavement replacement) will be considered as the percentage
retained in accordance with the Contract Documents, and complete payment will not
be made until cleanup, restorations and as-builts are completed.
1. Mobilization: Payment for mobilization will be made for at the Contract lump
sum price. This item consists of any preparation work and operations in
mobilizing for beginning work on the project and for ending work on the
project. The work will include, but not limited to, operations necessary for the
movement of personnel, equipment, supplies and incidentals to and from the
project site, and for establishment of temporary office, safety equipment and
first aid supplies, sanitary facilities and other facilities. This item will also
include any work necessary to perform: Site Clearing Work (as specified in
Section 02110), Miscellaneous Work and Cleanup Work (as specified in
section 02999) and necessary work to comply with the "NPDES Requirements
for Construction Activities Impacting More Than One Acre" (as specified in
Section 02275).
2. Furnish and Install New Water Pipelines: Payment for furnishing and installing
new water pipelines (various sizes and types) will be made at the Contract unit
price per lineal foot for the pipe in place. This item includes clearing and
disposal of trees and bushes, all necessary fittings, pipe coatings and linings, ,
BE-FT-3785-06-04
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Section 01 026
MEASUREMENT & PAYMENT
Page 2 of 5
16C5
labor, equipment and materials for the furnishing and laying of a complete
pipeline, dewatering, compaction, pipe bedding, backfilling, sheeting,
restrained joint piping, detectable tape, clamps, harnessing, plugs and caps,
adapters, conflict crossing, temporary blowoff assembly, excavation of all
material encountered, including rock, backfill, replacement of grass, sod,
clearing and grubbing, landscaping, pavement, driveways, sidewalks,
mailboxes, culverts, storm sewers, and other surface materials not specifically
designated in the Bid, coordination with other contractors, stubs and valves for
future connections to existing pipes, clean-up, disinfection and sterilization,
temporary facilities for testing and tests, obtaining permit and maintaining
traffic in accordance with the Collier County Maintenance Of Traffic Policy,
preconstruction videos, construction schedules and project record documents.
Measure pipe to the nearest foot along the centerline including the lengths of
valves and fittings. Measure lineal footage horizontally. Measure cuts from
proposed grade to the invert elevation of the pipe. Pipe installed within casing
pipe is included in this item.
3. Furnish and Install Valves and Boxes: Payment for furnishing and installing
valves will be made at the appropriate Contract unit price per valve acceptably
installed. This item includes the valve, valve box, vault or housing, concrete
work, operators, incidentals, and all necessary labor, materials and equipment
for installation, including valve stem, valve box extensions and adjustments.
This item also includes the installation of base material below the valve in
accordance with the detail shown in the Plans.
4. Furnish and Install Air Release Valve Assemblies: Payment for furnishing and
installing air release valve assemblies will be made at the appropriate
Contract unit price per air release valve assembly acceptably installed. This
item includes the valve, valve box, concrete work, operators, stems,
incidentals, and all necessary labor, materials and equipment for installation
including valve box extensions and adjustments. This item also includes the
installation of base material below the valve in accordance with the detail
shown in the Plans. Conform all air release valve assemblies to the Collier
County Standard Details.
5. Furnish and Install Fire Hvdrant Assemblies: Payment for the furnishing and
installing of fire hydrant assemblies will be made at the Contract unit price for
each fire hydrant assembly acceptably installed. This item includes the tee
installed on the utility main, all necessary fittings, joint restraint from the valve
to the tee, necessary piping from the tee to the hydrant location with the
installation of barrel section to meet finished grade, 6-in control gate valve,
valve box and any concrete work. Be responsible to set the hydrant to grade
in accordance with the detail shown on the Plans. Conform all hydrant
assemblies to the Collier County Standard Details.
6. Furnish and Install Permanent Blow-offs: Payment for furnishing and installing
permanent blow-offs will be made at the appropriate Contract unit price per
blow-off acceptably installed. This item includes the reinforced concrete thrust
collar, piping, making pipe connections, valves, meter box, tie rods and all
BE-FT -3785-06-04
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Section 01026
MEASUREMENT & PAYMENT
Page 3 of 5
16 C 5A
other work for a complete installation. This item also includes the installation
of base material below the valve in accordance with the detail shown in the
Plans. Conform all permanent blow-offs to the Collier County Standard
Details.
7. Furnish and Install Permanent Bacterioloaical Sample Points: Payment for
furnishing and installing bacteriological sample points will be made at the
appropriate Contract unit price per bacteriological sample point. This item
includes valve, tubing, fittings, enclosure, all concrete, removal of temporary
sample point, and incidentals necessary for a complete installation as shown
on the drawings. Conform all permanent bacteriological sample points to the
Collier County Standard Details.
8. Furnish and Install Residential Water Services: Payment for furnishing and
installing water services will be made at the appropriate Contract unit price for
each polyethylene short side and long side service acceptably installed. This
item includes all labor, equipment and materials for furnishing and installing all
necessary pipe, fittings, connections, casing pipes, meter stops, reduced
pressure zone (RPZ) backflow preventer assemblies, tapping sleeves,
protection of existing utilities and facilities, excavation, pipe bedding,
dewatering, compaction, removal and replacement of grass, sod, shrubs,
pavement, driveways, culverts and storm sewers, mailboxes, sidewalks and
other surface materials not specifically designated in the Bid, cleanup, testing
and all other work for a complete installation. The COUNTY will provide the
Contractor with standard water meter units and meter boxes. The COUNTY
may also direct the Contractor to remove and reuse existing water meter units.
9. Furnish and Install Residential Water Service Line from Existina Meter to New
Meter: Payment for furnishing and installing new water service line from the
existing water meter at the rear utility easement of the property to the new
water meter located at the street side of the property (as shown in detail
nO.14 on sheet C-503) will be made at the appropriate Contract unit price for
each PVC schedule 40 service line acceptably installed. This item includes all
labor, equipment and materials for furnishing and installing all necessary pipe,
fittings, connections, protection of existing utilities and property's landscaping
& structure, excavation, removal and replacement of grass, sod, shrubs,
pavement, driveways, and other surface materials not specifically designated
in the Bid, cleanup, chlorination, testing and all other work for a complete
installation.
10. Furnish and Install Commercial Water Services: Payment for furnishing and
installing or reestablishing the existing commercial service connection will be
made at the Contract unit price for each commercial service connection
acceptably installed. This item includes all labor, equipment and materials to
locate the existing commercial service connection and install all necessary
pipe, fittings, joint restrains, connections, tap cap, tapping sleeve and valve
with valve box, field measurements, protection of existing utilities and facilities,
excavation, pipe bedding, dewatering, compaction, surface restoration,
testing, cleanup and all other work for a complete installation.
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MEASUREMENT & PAYMENT
Page 4 of 5
16C5
11. Furnish and Install Pipeline Interconnection: Payment for furnishing and
installing the pipeline interconnection will be made at the Contract unit price
for each interconnection acceptably installed. This item includes all labor,
equipment and materials necessary to locate existing water pipeline and
install all necessary new pipe, fittings, couplings, joint restraints, temporary
reduced pressure backflow preventer (as shown in detail no. 9 on sheet C-
502) assembly, connections, tapping sleeve and valve with valve box, field
measurements, protection of existing facilities, excavation, pipe bedding,
dewatering, compaction, surface restoration, testing, cleanup and all other
work for a complete installation.
12. Abandonment and Groutina of Existina 6-in Water Mains: Payment for
providing all labor, materials, and equipment required to grout and abandon
existing 6-in PVC or Asbestos Concrete (AC) water mains and abandon or
dispose existing water main appurtenances (including valves, hydrants, etc.)
as specified in Section 02210. Payment will be made at the Contract unit
price per lineal foot of the existing 6-in pipe.
END OF SECTION
BE-FT-3785-06-04
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Section 01026
MEASUREMENT & PAYMENT
Page 5 of 5
16C5 1<;1
SECTION 01045
CONNECTIONS TO EXISTING SYSTEMS
PART1 GENERAL
1.1 SECTION INCLUDES
A. General Requirements
B. Submittals
C. Scheduling of Shutdown
1.2 RELATED SECTIONS
A. Section 01010 - Summary of Work
B. Section 01500 - Construction Facilities and Temporary Controls
C. Section 01570 Traffic Regulations and Public Safety
D. Section 02575 - Pavement Repair and Restoration
1.3 GENERAL REQUIREMENTS
A. Be responsible for all connection to existing systems, cutting, fitting and patching,
including attendant excavation and backfill, required to complete the work or to:
1. Make its several parts fit together properly.
2. Uncover portions of the work to provide for installation of ill-timed work.
3. Remove and replace defective work.
4. Remove and replace work not conforming to requirements of Contract
Documents.
B. Coordination: Before connection is performed, verify and provide for any pipe restraint
that may be required for the new connection. Perform all cutting, fitting or patching of
the Work that may be required to make the several parts thereof join in accordance
with the Contract Documents. Perform restoration with competent workmen skilled in
the trade.
C. If changes to a looped water distribution system occurring during construction result
in dead ends to any new or relocated water mains, connect such dead ends to the
nearest water main. In cases where no nearby water main is available, provide a
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Section 01045
CONNECTION TO THE EXISTING SYSTEMS
Page 1 of 6
16C5
flushing device in coordination with the COUNTY at no additional cost to the
COUNTY.
D. Improperly Timed Work: Perform all cutting and patching required to install improperly
timed work, to remove samples of installed materials for testing, and to provide for
alteration of existing facilities or for the installation of new Work in the existing
construction.
E. Limitations: Except when the cutting or removal of existing construction is specified or
indicated, do not undertake any cutting or demolition, which may affect the structural
stability of the Work or existing facilities without the ENGINEER's concurrence.
F. Collier Countv Damaae Prevention Policy: This policy has been put in place to avoid
damage to Collier County underground utilities. A minimum distance of five feet (5)
horizontally and eighteen inches (18) vertically must be maintained away from Collier
County utilities. Any and all variations from this order must be approved by the Water
or Wastewater Department. Before commencement of any excavation, the
existing underground utilities in the area affected by the work must be marked
by Sunshine One Call after proper notification to them by either calling 800/432-
4770 or e-mail www.callsunshine.com. Before commencing excavation for the
work, potholing of all potential conflicts must be performed. All lines in conflict
must be physically located by the contractor and verified by Collier County Locate
Department personnel before performing work. Utilities under concrete or pavement
may require soft dig vacuum locates which also is the contractors responsibility to
perform. All utilities will be field marked per Sunshine State One Calls statutes and
guidelines. For line verification or any other information concerning locates, please
call the Locate Department at 239/591-0882 during normal business hours. For line
verification or emergency locates after hours, call emergency numeric pager at
239/890-0809. In the event the potholing and/or vacuum soft dig does not
locate the marked utility, wDrk must be stopped and the affected utility owner
contacted. Failure to comply with this policy and obtain required signature(s) may
result in delay or denial of permit.
1.4 SUBMITTALS
A. Submit a written request to the ENGINEER well in advance of executing any cutting
or alteration which affects:
1. Work of the COUNTY or any separate contractor.
2. Structural value or integrity of any element of the project or work.
3. Integrity or effectiveness of weather-exposed or moisture-resistant elements
or systems.
4. Efficiency, operational life, maintenance or safety of operational elements.
5. Visual qualities of sight-exposed elements.
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Page 2 of 6
16C51
B. Include in request
1. Identification of the work.
2. Description of affected work.
3. The necessity for cutting, alteration or excavation.
4. Effect on work of the COUNTY or any separate contract, or on structural or
weatherproof integrity of work.
5. Description of proposed work:
a. Scope of cutting, patching, alteration, or excavation.
b. Trades who will execute the work.
c. Products proposed to be used.
d. Extent of refinishing to be done.
6. Alternatives to cutting and patching.
7. Cost proposal, when applicable.
8. Written permission of any separate contractor whose work will be affected.
C. SUBMIT WRITTEN NOTICE TO THE ENGINEER DESIGNATING THE DATE
AND THE TIME THE WORK WILL BE UNCOVERED.
1.5 SCHEDULING OF SHUTDOWN
A. Connections to Existing Facilities: If any connections, replacement, or other work
requiring the shutdown of an existing facility is necessary, schedule such work at
times when the impact on the COUNTY's normal operation is minimal. If shutdown
involves the water distribution or transmission system, provide notice to the COUNTY
Water Department at least two (2) weeks prior to the proposed shutdown, including
date, time and anticipated length of interruption of service. Overtime, night and
weekend work without additional compensation from the COUNTY, may be required
to make these connections, especially if the connections are made at times other than
those specified. The connection of new or existing pipelines is prohibited from starting
until CONTRACTOR assures that the system can receive the new flow.
B. Interruptions of Service: Perform cut-ins into lines at a time approved in writing by the
Water Operations Manager. Whenever it is required to turn off valves which may
interrupt the water supply of residents or businesses, notify all concerned parties or
agencies with personal contact, door hangers or written notice at least forty-eight (48)
hours in advance of such cut-off, after having obtained the approval of the Water
Operations Manager, Provide a copy of the written notice to the Water Distribution
B E-FT -3785-06-04
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Page 3 of 6
16C5
Section by fax. ONLY COUNTY PERSONNEL MAY OPERATE COUNTY-OWNED
VALVES. Maintain water service to existing connections during construction, under
any and all conditions and at no additional cost to the COUNTY. Thoroughly clean
and swab all pipe and fittings for cut-ins with a concentrated solution of calcium
hypochlorite.
C. Request for Water System Shutdowns: When plans call for connection to existing
water distribution facilities or the CONTRACTOR plans to shut down existing utilities
or where damage to such facilities is likely in order to complete construction of items
under this contract, furnish the Water Operations Manager with a written request for
connection. The COUNTY Water Distribution Section will identify the locations of all
water valves needed to isolate the point of connection in the event that the existing
facilities are damaged while making the connection. Identify in the request means
which the CONTRACTOR proposes to use in order to provide effective shutdown of
the system. Include in a connection and shutdown schedule details of shutdown time
and duration. No connections to existing utilities - or construction where shutdown of,
or damage to, existing utilities may occur - shall commence prior to Water Operations
Manager approval of the connection and shutdown plan and schedule.
PART 2 PRODUCTS
2.1 MATERIALS
A. Comply with specifications and standards for each specific product involved.
PART 3 EXECUTION
3.1 INSPECTION
A. Inspect existing conditions of projects, including elements subject to damage or to
movement during cutting and patching.
B. After uncovering work, inspect conditions affecting installation of products, or
performance of the work.
C. Report unsatisfactory or questionable conditions to the ENGINEER in writing; do not
proceed with work until the ENGINEER has provided further instructions.
3.2 PREPARATION
A. In cases where service to utility customers is interrupted, provide adequate
equipment with backup onsite to assure prompt restoration of service.
B. Provide adequate temporary support as necessary to assure structural value or
integrity or affected portion of work.
C. Provide devices and methods to protect other portions of project from damage.
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CONNECTION TO THE EXISTING SYSTEMS
Page 4 of 6
16C5 4
D. Provide protection from elements for that portion of the project that may be exposed
by cutting and patching work, and maintain excavations free from water.
E. Material Removal: Cut and remove all materials to the extent shown or as required to
complete the Work. Remove materials in a careful manner with no damage to
adjacent facilities. Remove materials that are not salvageable from the site.
3.3 PERFORMANCE
A. Execute cutting and demolition by methods that will prevent damage to other work,
and will provide proper surfaces to receive installation of repairs.
B. Execute excavating and backfilling by methods which will prevent settlement or
damage to other work.
C. Employ original installer or fabricator to perform cutting and patching for:
1. Weather-exposed or moisture-resistant elements.
2. Sight-exposed finished surfaces.
D. Execute fitting and adjustment of products to provide a finished installation to comply
with specified products, functions, tolerances, and finishes.
E. Restore work, which has been cut or removed; install new products to provide
completed work in accord with requirements of contract documents.
F. Fit work airtight to pipes, sleeves, ducts, conduit and other penetrations through
surfaces.
G. Refinish entire surfaces as necessary to provide an even finish to match adjacent
finishes:
1. For continuous surfaces, refinish to nearest intersection.
2. For an assembly, refinish entire unit.
3.4 PAVEMENT RESTORATION
A. Restore all pavement or roadway surfaces in accordance with Section 02575
Pavement Repair and Restoration.
B. Restore, replace or rebuild existing street paving, including underdrains, if any are
encountered, where damaged, using the same type of construction as was in the
original. Be responsible for restoring all such work, including subgrade, base courses,
curb and gutter or other appurtenances where present. The Water Operations
Manager will obtain the permits listed in the Contract Documents. Obtain and pay for
at CONTRACTORs expense any additional local or other governmental permits as
may be required for the opening of streets and be satisfied as to any requirements
BE-FT-3785-06-04
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Section 01045
CONNECTION TO THE EXISTING SYSTEMS
Page 5 of 6
16C5
other than those herein set forth which may effect the type, quality and manner of
carrying on the restoration of surfaces by reason of jurisdiction of such governmental
bodies.
C. This section does not describe the construction of new road surfaces or the complete
resurfacing of existing pavements.
D. In all cases, the CONTRACTOR will be required to maintain, without additional
compensation, all permanent replacement of street paving, done by him under this
Contract for a period of 12 months after the acceptance of the Contract, including the
removal and replacement of such work wherever surface depressions or underlying
cavities result from settlement of trench backfill.
E. Perform all the final resurfacing or repaving of streets or roads, over the excavations
made and be responsible for relaying paving surfaces of roads that have failed or
been damaged at any time before the termination of the maintenance period on
account of work done by him. Resurface or repave over any tunnel jacking, or boring
excavation that settles or breaks the surface, repave to the satisfaction of the Water
Operations Manager and at the CONTRACTOR's expense. Conform backfilling of
trenches and the preparation of subgrades to the requirements of excavation and
backfilling of pipeline trenches.
F. Where pipeline construction crosses paved streets, driveways or sidewalks, the
CONTRACTOR may elect, at no additional cost to the COUNTY, to place the pipe by
the jacking and boring, horizontal direction drilling, or tunneling method in lieu of
cutting and patching of the paved surfaces. Such work shall be accomplished in
accordance with all applicable sections of the Contract Documents.
END OF SECTION
BE-FT-3785-06-04
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Section 01 045
CONNECTION TO THE EXISTING SYSTEMS
Page 6 of 6
16C5
SECTION 01051
LINES AND GRADES
PART 1 GENERAL
1.1 SECTION INCLUDES
A. General
B. Surveys
C. Datum Plane
D. Protection of Survey Data
1.2 GENERAL
A. Construct all work in accordance with the lines and grades shown on the
Drawings. Assume full responsibility for keeping all alignment and grade.
1.3 SURVEYS
A. Reference Points: The COUNTY will provide reference points for the work as
described in the General Conditions. Base horizontal and vertical control points will
be designated by the ENGINEER and used as datum for the Work. Perform all
additional survey, layout, and measurement work.
1. Keep ENGINEER informed, sufficiently in advance, of the times and places at
which work is to be performed so that base horizontal and vertical control
points may be established and any checking deemed necessary by
ENGINEER may be done, with minimum inconvenience to the ENGINEER
and at no delay to CONTRACTOR. It is the intention not to impede the Work
for the establishment of control points and the checking of lines and grades
set by the CONTRACTOR. When necessary, however, suspend working
operations for such reasonable time as the ENGINEER may require for this
purpose. Costs associated with such suspension are deemed to be included
in the Contract Price, and no time extension or additional costs will be
allowed.
2. Provide an experienced survey crew including an instrument operator,
competent assistants, and any instruments, tools, stakes, and other materials
required to complete the survey, layout, and measurement of work performed
by the CONTRACTOR.
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Section 01051
LINES AND GRADES
Page 1 of 2
16C5
1.4 DATUM PLANE
A. All elevations indicated or specified refer to the North American Datum 1983/1990
(NAD83/90 datum), of the United States Coast and Geodetic Survey and are
expressed in feet and decimal parts thereof, or in feet and inches.
1.5 PROTECTION OF SURVEY DATA
A. General: Safeguard all points, stakes, grade marks, known property corners,
monuments, and benchmarks made or established for the Work. Reestablish them if
disturbed, and bear the entire expense of checking reestablished marks and rectifying
work improperly installed.
B. Records: Keep neat and legible notes of measurements and calculations made in
connection with the layout of the Work. Furnish copies of such data to the ENGINEER
for use in checking the CONTRACTOR's layout. Data considered of value to the
Water Operations Manager will be transmitted to the Water Operations Manager by
the ENGINEER with other records on completion of the Work.
PART 2 PRODUCTS
Not Used
PART 3 EXECUTION
Not Used
END OF SECTION
BE-FT-3785-06-04
012507
Section 01051
LINES AND GRADES
Page 2 of 2
PART 1 GENERAL
16 C5 A
SECTION 01090
REFERENCES
1.1 SECTION INCLUDES
A. Reference Abbreviations
B. Abbreviations
C. Reference Standards
D. Definitions
1.2 RELATED SECTIONS
A. Information provided in this section is used where applicable in individual
Specification Sections, Divisions 2 through 16.
1.3 REFERENCE ABBREVIATIONS
A. Reference to a technical society, trade association or standards setting organization,
may be made in the Specifications by abbreviations in accordance with the following
list:
AABC
AAMA
AASHTO
AATCC
ACI
ADC
AFBMA
AGA
AGMA
AHA
AISC
AISI
AMCA
ANSI
APA
ARI
ASCE
ASHRAE
ASME
ASSE
BE-FT-3785-06-04
012507
Associated Air Balance Council
Architectural Aluminum Manufacturers Association
American Association of State Highway and Transportation Officials
American Association of Textile Chemists and Colorists
American Concrete Institute
Air Diffusion Council
Anti-friction Bearing Manufacturers Association
American Gas Association
American Gear Manufacturers Association
Association of Home Appliance Manufacturers
American Institute of Steel Construction
American Iron and Steel Institute
Air Movement and Control Association, Inc.
American National Standards Institute
American Plywood Association
American Refrigeration Institute
American Society of Civil Engineers
American Society of Heating, Refrigerating and Air Conditioning
Engineers
American Society of Mechanical Engineers
American Society of Sanitary Engineers
Section 01090
REFERENCES
Page 1 of 8
ASTM
AWl
AWPA
AWS
AWWA
BHMA
BIA
CABO
CAGI
CISPI
CMAA
CRD
CRSI
CTI
DHI
DOH
DOT
Fed. Spec.
HMI
HPMA
HPVA
ICEA
IEEE
IFI
MIL
MSS
NAAMM
NACM
NBS
NEBB
NEC
NEMA
NETA
NFPA
NFPA
NFPA
NIST
NlMA
NSF
OSHA
PCI
PDI
SAE
SCPRF
SMACNA
SPI
SSPC
STI
TCA
BE-FT -3785-06-04
012507
16C5
American Society for Testing and Materials
Architectural Woodwork Institute
American Wood Preservers Association
American Welding Society
American Water Works Association
Builders' Hardware Manufacturers Association
Brick Institute of American
Council of American Building Officials
Compressed Air and Gas Institute
Cast Iron Soil Pipe Institute
Crane Manufacturers Association of America
U.S. Corps of Engineers Specifications
Concrete Reinforcing Steel Institute
Cooling Tower Institute'
Door and Hardware Institute
Department of Health
Department of Transportation
Factory Mutual
Hoist Manufacturing Institute
See HPVA
Hardwood Plywood Veneer Association
Insulated Cable Engineers Association
Institute of Electrical and Electronics Engineers
Industrial Fasteners Institute
Military Specifications
Manufacturer's Standardization Society
National Association of Architectural Metal Manufacturers
National Association of Chain Manufacturers
National Bureau of Standards, See NIST
National Environmental Balancing Bureau
National Electrical Code
National Electrical Manufacturers Association
National Electrical Testing Association
National Fire Protection Association
National Forest Products Association
National Fluid Power Association
National Institute of Standards and Technology
National Lumber Manufacturers Association
National Sanitation Foundation
Occupational Safety and Health Act
Prestressed Concrete Institute
Plumbing and Drainage Institute
Society of Automotive Engineers
Structural Clay Products Research Foundation
Sheet Metal and Air Conditioning Contractors' National Association
Society of the Plastics Industry
Steel Structures Painting Council
Steel Tank Institute
Tile Council of American
Section 01090
REFERENCES
Page 2 of 8
TIMA
UL
USBR
USBS
16C5 n.
Thermal Insulation Manufacturers' Association
Underwriters' Laboratories, Inc.
U. S. Bureau of Reclamation
U. S. Bureau of Standards, See NIST
1.4 ABBREVIATIONS
A. Abbreviations which may be used in individual Specification Sections Divisions 1
through 16 are as follows:
alternating current............................... ac
American wire gauge .....................AWG
ampere(s) ........................................amp
ampere-hour(s) ................................. AH
annual............................................... .ann
Ampere Interrupting
Capacity........................................ .AIC
atmosphere( s).................................. .atm
average............................................ .avg
biochemical oxygen demand.......... BOD
Board Foot ......................................FBM
brake horsepower..............................bhp
Brinell Hardness.................................BH
British thermal unit(s) ........................Btu
calorie (s )... ........... .......... ................... .cal
carbonaceous biochemical oxygen
demand... ..... ............. ........ ........CBOD
Celsius (centigrade)............................. C
Center to Center ......................... C to C
centimeter(s)..................................... cm
chemical oxygen demand ..............COD
coefficient, valve flow..........................Cv
condensate return..............................CR
cubic.......................... ,..... ......... ...... ....cu
cubic centimeter(s)..............................cc
cubic feet per day...............................cfd
cubic feet per hour .............................cfh
cubic feet per minute.........................cfm
cubic feet per minute,
standard conditions...................... scfm
cubic feet per second........................cfs
cubic foot (feet)................................cu ft
cubic inch(es).................................cu in
cubic yard(s)..................................cu yd
decibels............................................ .dB
decibels (A scale)............................dBa
degree(s ).............. .......................,... deg
dewpoint temperature....................... dpt
BE-FT-3785-06-04
012507
diameter........................................... .dia
direct current ......................................dc
dissolved oxygen..............................DO
dissolved solids ................................ DS
dry-bulb temperature ........................ dbt
efficiency........................................... eft
elevation............................................. el
entering water temperature ..............ewt
entering air temperature ................... eat
equivalent direct radiation................. edr
face area ............................................ fa
face to face.....................................f to f
Fahrenheit ..........................................F
feet per day...................................... fpd
feet per hour..................................... fph
feet per minute ................................ fpm
feet per second..................................fps
foot (feet)............................................. ft
foot-candle ... .......... ...... ................... ....fc
foot-pound ....................................... ft-Ib
foot-pounds per minute..............ft-Ib/min
foot-pounds per second ............ ft-Ib/sec
formazin turbidity unit(s)....................FTU
freq uency........................................... freq
fuel oil .................................................FO
fuel oil supply ...................................FOS
fuel oil return ....................................FOR
gallon( s)............................................. .gal
gallons per day..................................gpd
gallons per day per
cubic foot.................................gpd/cu ft
gallons per day per square
foot.... ............ ........ .............. ......gpd/sq ft
gallons per hour .............................. gph
gallons per minute...........................gpm
gallons per second............................gps
gas chromatography and mass
spectrometry.....,...................... GC-MS
Section 01090
REFERENCES
Page 3 of 8
gauge................................................. .ga
grain( s)............................................... .gr
gram(s) ................................................g
grams per cubic centimeter..........gm/cc
Heat Transfer Coefficient .................... U
height................................................ hgt
Hertz ................................................ Hz
horsepower ....................................... hp
horsepower-hour........................... .hp-hr
hour(s) ................................................hr
humidity, relative... ............... .............. .rh
hydrogen ion concentration............... pH
inch( es)................................................ in
inches per second...............................ips
inside diameter................................... ID
Jackson turbidity unit(s) .................. JTU
kelvin................................................... K
kiloamperes ........................................kA
kilogram( s)......................................... .kg
kilometer( s)....................................... .km
kilovar (kilovolt-amperes
reactive)........................................ .kvar
kilovolt( s)........................................... .kV
kilovolt-ampere(s) ........................... kVA
kilowatt( s).......................................... kW
kilowatt-hour(s) ...............................kWh
linear foot (feet)................................lin ft
liter(s) .................................................. L
megavolt-ampere( s)....................... MV A
meter( s)............................................... m
micrograms per Iiter.........................ug/L
miles per hour................................. mph
milliampere(s).............................. .... mA
milligram(s)...................................... mg
milligrams per liter ........................ mg/L
milliliter(s) ........................................ mL
millimeter(s).................................... mm
million gallons.................................. MG
million gallons per day................... mgd
millisecond(s) ................................... ms
millivolt(s) ........................................ mV
minute(s) ......................................... min
mixed liquor suspended
solids.......................................... MlSS
nephelometric turbidity unit ............ NTU
net positive suction head............. NPSH
noise criteria................ .......... ........ .... .nc
noise reduction coefficient ..............NRC
BE-FT -3785-06-04
012507
16C5
number.............................................. no
ounce( s)............................................ .oz
outside air.......................................... oa
outside diameter...............................OD
parts per billion................................ ppb
parts per million.............................. ppm
percent ............................................. pct
phase (electrical) .......................... . . ph
pound(s) ............................................. Ib
pounds per cubic foot ....................... pcf
pounds per cubic foot per
hour.. ........................................ pcf/hr
pounds per day........................... Ibs/day
pounds per day per cubic
foot..... ............................ Ibs/day/cu ft
pounds per day per square
foot ................................ Ibs/day/sq ft
pounds per square foot..................... psf
pounds per square foot per
hour........ ..................................... psf/hr
pounds per square inch.................... psi
pounds per square inch absolute .... psia
pounds per square inch gauge........ psig
power factor ....................................... PF
pressure drop or difference..................dp
pressure, dynamic (velocity) .............. vp
pressure, vapor..............................vap pr
quart(s) ...... .... ............................... .... ...qt
Rankine............................................... R
relative humidity.................................. rh
resistance ..,...........,......................... res
return air .............................................ra
revolution(s) ..................................... rev
revolutions per minute......................rpm
revolutions per second..................... rps
root mean squared.......................... rms
safety factor ....................................... sf
second(s) ........................................ sec
shading coefficient ........................... SC
sludge density index ....................... SDI
Sound Transmission
Coefficient.................................... STC
specific gravity.............................. sp gr
specific volume .......................... Sp Vol
sp ht at constant pressure................ Cp
~~ffi..,......,.,.,.................................~
square centimeter(s)....................sq cm
square foot (feet)............................. sq ft
Section 01090
REFERENCES
Page 4 of 8
square inch (es) ............................. sq in
square meter(s)............................. sq m
square yard(s)............................... sq yd
standard... .................... ................ .... std
static pressure.................................st pr
supply air ..........................................sa
suspended solids.............................. SS
temperature................................... temp
temperature difference ..................... TD
temperature entering ........................ TE
temperature leaving.......................... TL
thousand Btu per hour................... Mbh
thousand circular mils................... kcmil
thousand cubic feet ......................... Mcf
threshold limit value........................ TLV
tons of refrigeration .........................tons
torque............................................ TRQ
total dissolved solids ..................... TDS
total dynamic head ........................ TDH
total kjeldahl nitrogen .................... TKN
total oxygen demand ..................... TOD
total pressure.................................... TP
1.5 REFERENCE PUBLICATIONS
16C51114
total solids ........................................ TS
total suspended solids................... TSS
total volatile solids ......................... TVS
vacuum............................................ vac
viscosity.......... ......................... ....... visc
volatile organic chemical............... VOC
volatile solids.....................................VS
volatile suspended solids............... VSS
volt(s) ................................................. V
volts-ampere(s) ................................ VA
volume...... .......... ........ ... .............. ..... vol
watt(s)............................................... W
watthour(s) ...................................... Wh
watt-hour demand .........................WHD
watt-hour demand meter ............WHDM
week(s)............................................. wk
weigh!................................................ wt
wet-bulb........................................... WB
wet bulb temperature.................... WBT
yard( s)........................................,....... yd
year(s).. ..... .......... .................... ........... yr
The following publications are incorporated into this Manual and are made a part of this
Manual as is set out verbatim in this Manual. Violations of any provision of every such
publication, as updated from time-to-time by Resolution(s) of the Board of County
Commissioners, shall be a violation of the Collier County Utilities Standards and Procedures
Ordinance, as then amended.
A. Water Environment Federation, Manual of Practice No.8, Wastewater Treatment
Plant Design, W.E.F., 601 Wythe Street, Alexandria, VA, 22314-1994.
B. Water Environment Federation, Manual of Practice No.9, Design and Construction of
Sanitary and Storm Sewers, W.E.F., 601 Wythe Street, Alexandria, VA, 22314-1994.
C. Great Lakes/Upper Mississippi River Board of State Sanitary Engineers.
Recommended Standards for Sewage Works, Health Education Service, Inc.,P.O.
Box 7283, Albany, New York, 12224.
D. Great Lakes/Upper Mississippi River Board of State Sanitary Engineers.
Recommended Standards for Water Works, Health Education Service, Inc., P.O. Box
7283, Albany, New York, 12224.
E. Rules of the Florida Department of Environmental Protection for Water, Wastewater,
and Reclaimed Water Systems, latest revisions of FAC. Chapters 62-550, 62-555,
BE-FT-3785-06-04
012507
Section 01 090
REFERENCES
Page 5 of 8
16C5
62-600,62-604,62-610, 64E-6, and 64E-8, 3900 Commonwealth Boulevard M.S. 49,
Tallahassee, Florida, 32399.
F. American Water Works Association, Inc., Water Treatment Plant Design, 6666 West
Quincy Avenue, Denver, Colorado, 80235.
G. American Water Works Association, Inc., Water Treatment Plant Design, AWWA
Standards and Applicable Manuals, 6666 West Quincy Avenue, Denver, Colorado,
80235.
H. Ductile Iron Pipe Research Association, Handbook, Ductile Iron Pipe/Cast Iron Pipe,
Ductile Iron Pipe Research Association, 245 Riverchase Parkway East, Birmingham,
Alabama, 35244.
I. Uni-Bell Plastic Pipe Association, Handbook of PVC Pipe, Uni-Bell Plastic Pipe
Association, 2655 Villa Creek Drive, Suite 164, Dallas, Texas, 75234.
J. American National Standards Institute, latest revisions of applicable standards, 1819
L Street NW, Suite 600, Washington, D.C., 20036.
K. American Society for Testing and Materials, latest revisions of applicable standards,
ASTM International, 100 Barr Harbor Drive, PO Box C700, West Conshohocken,
Pennsylvania, 19428-2959.
l. National Water Research Institute, Treatment Technologies for Removal of MTBE.
NWRI, 10500 Ellis Ave., P.O. Box 20865, Fountain Valley, CA, 92728.
M. National Water Research Institute, Valuing Ground Water: Economic
Concepts/Approaches. NWRI, 10500 Ellis Ave., P.O. Box 20865, Fountain Valley,
CA,92728.7.3.14.
N. U.S. Environmental Protection Agency, Design Criteria for Mechanical, Electric, and
Fluid System and Component Reliability, Supplement to the Federal Guidelines for
Design, Operation, and Maintenance of Wastewater Treatment Facilities, Technical
Bulletin EPA-430-99-74-001, U.S. EPA, Office of Water Program Operations.
O. Florida Department of Transportation, Standard Specifications for Road and Bridge
Construction, Maps & Publications Sales, Mail Station 12, 605 Suwannee Street,
Tallahassee, Florida 32399-0450.
P. Plastics Pipe Institute, Handbook of Polyethylene Pipe, 1825 Connecticut Ave., NW,
Suite 680, Washington, DC 20009.
Q. National Fire Protection Association, 1995 Edition of NFPA 24 Standard for the
Installation of Private Fire Service Mains and Their Appurtenances, 1 Batterymarch
Park, Quincy, MA 02169.
R. Collier County Water-Sewer District Utilities Standards Manual.
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Section 01090
REFERENCES
Page 6 of 8
16C5
S. National Electrical Code, latest revisions of applicable requirements.
1.6 REFERENCE STANDARDS
A. Latest Edition: Construe references to furnishing materials or testing, which conform
to the standards of a particular technical society, organization, or body, to mean the
latest standard, code, or specification of that body, adopted and pUblished as of the
date of bidding this Contract. Standards referred to herein are made a part of these
Specifications to the extent that is indicated or intended.
B. Precedence: The duties and responsibilities of the COUNTY, CONTRACTOR or
ENGINEER, or any of their consultants, agents or employees are set forth in the
Contract Documents, and are not changed or altered by any provision of any
referenced standard specifications, manuals or code, whether such standard manual
or code is or is not specifically incorporated by reference in the Contract Documents.
Any duty or authority to supervise or direct the furnishing or performance of the Work
or any duty or authority, to undertake responsibility contrary to the powers of the
ENGINEER as set forth in the Contract Documents cannot be assigned to the
ENGINEER or any of the ENGINEER's consultants, agents or employees.
1.7 DEFINITIONS
A. In these Contract Documents the words furnish, install and provide are defined as
follows:
1. Furnish (Materials): to supply and deliver to the project ready for installation
and in operable condition.
2. Install (services or labor): to place in final position, complete, anchored,
connected in operable condition.
3. Provide: to furnish and install complete. Includes the supply of specified
services. When neither furnish, install or provide is stated, provided is implied.
4. COUNTY: Collier County Board of Commissioners, County Government
Center, 3301 East Tamiami Trail, Naples, Florida 34112, or authorized staff or
representatives.
5. ENGINEER: The terms Design Professional, Design Engineer, and Engineer
are interchangeably used throughout the Contract Documents.
6. County Manager or Designee: The Collier County Water Operations Manager.
PART 2 PRODUCTS
Not Used
BE-FT -3785-06-04
012507
Section 01090
REFERENCES
Page 7 of 8
16C5 .~
PART 3 EXECUTION
Not Used
END OF SECTION
BE-FT-3785-06-04
012507
Section 01090
REFERENCES
Page 8 of 8
16C5 Pi1
SECTION 01300
SUBMITTALS
PART 1 GENERAL
A. This section includes the submissions of shop drawings and record drawings. There
are other requirements in the Contract documents for submittals that are not
addressed herein
B. Identify submittals with the name of the project, date, and accompany each lot
submitted with a letter of transmittal referring to the name of the project, the
specification page number, and/or drawing number, and tag number for identification
for each item. Submittals for each type of work shall be numbered consecutively, and
the numbering system shall be retained throughout all revisions
C. In all submittals and schedules, allow 30 days for the ENGINEER's review of each
shop drawing submittal or resubmittal.
PART 2 SHOP DRAWINGS & RECORD DRAWINGS
2.1 RECORD DRAWINGS
A. Maintain a set of record documents in accordance with Paragraph 8.2 & 8.3 of the
General Conditions.
B. As the work progresses, mark on a set of contract documents all changes from the
Contract Documents using standard symbols listed in the legend.
C. Mark on the Contract Drawings all changes in direction and location of structure,
piping, appurtenances and mechanical work.
D. Maintain the record drawings in as great detail as shown in the contract drawings
(i.e., related fittings where called out, show dimensions as frequently shown on
drawings, etc.).
E. Mark on the Specifications the manufacturer, trade name, catalog, and supplier of
each product actually installed, and mark changes made by change order or field
order.
F. Prior to or at the time of tie-in of new water distribution system to the existing system,
record drawings must be submitted to the COUNTY's Water Operations Manager.
BE-FT-3785-06-04
012507
Section 01300
SUBMITTALS
Page 1 of 2
16C5
2.2 SHOP DRAWINGS
A. Submit shop drawings and product data for all materials and equipment to be
incorporated into the Work.
B. The term "shop drawing" as used herein includes fabrication, erection and installation,
layout, and setting drawings, manufacturer's drawings, descriptive literature, catalogs
and brochures, performance and test data, mix design, wiring and control diagrams,
all other drawings and descriptive data pertaining to materials, equipment, piping,
duct and conduit systems, and methods of construction as may be required to show
that the materials, equipment or systems, and the positions thereof conform to the
Contract requirements. As used herein, the term "manufactured" applies to standard
units usually mass-produced; and "fabricated" means items specifically assembled or
made out of selected materials to meet individual design requirements.
C. Shop drawings shall establish the actual detail of all manufactured or fabricated
items, indicate proper relation of adjoining work, amplify design details of mechanical
and electrical equipment in proper relation to physical spaces in the structure, and
incorporate minor changes of design or construction to suit actual conditions. Shop
drawings shall be drawn to scale and shall be completely dimensioned.
D. If shop drawings cover more than one piece of equipment or components, the shop
drawing shall show the entire assembly and the relationship and connections
between all components.
E. Coordinate the shop drawings from different manufacturer's and supplies so that all
equipment and material will fit and work together.
F. The contract drawings are diagrammatic and are intended to indicate general
arrangement of equipment, ducts, conduits, piping, and fixtures. The Contractor shall
be fully responsible for observing the need for and making any changes in the
arrangement of piping, connections, wiring, manner of installation, etc., which may be
required by the materials/equipment he proposes to supply both as pertains to his
own work and any work affected under other parts, headings, or divisions of drawings
and specifications. Changes shall be reviewed in advance by the ENGINEER.
G. Shop drawings, including manufacturer's literature, catalog cuts, or other printed
material shall be entitled with the name of the project on each sheet and shall
otherwise be identified by listing the particular Division, Section, Article, or reference
of the work pertaining thereto. Differing items shall not be submitted on the same
sheet.
END OF SECTION
BE-FT -3785-06-04
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Section 01300
SUBMITTALS
Page 2 of 2
16C5 1
SECTION 01400
QUALITY CONTROL
PART1 GENERAL
1.1 SECTION INCLUDES
A. Submittals
B. Inspection Services
C. I nspection of Materials
D. Quality Control
E. Costs of Inspection
F. Acceptance Tests
G. Failure to Comply with Contract
1.2 SUBMITTALS
A. General: Provide all submittals, including the following, as speCified in Division 1 and
the individual material sections.
B. Certificate Submittals: Furnish the ENGINEER authoritative evidence in the form of
Certificates of Manufacture that the materials and equipment to be used in the Work
have been manufactured and tested in conformity with the Contract Documents.
Include copies of the results of physical tests and chemical analyses, where
necessary, that have been made directly on the product or on similar products of the
manufacturer.
1.3 INSPECTION SERVICES
A. COUNTY's Access: At all times during the progress of the Work, and until the date of
final completion, afford the Water Operations Manager and ENGINEER every
reasonable, safe, and proper facility for inspecting the Work at the site. The
observation and inspection of any work will not relieve the CONTRACTOR of any
obligations to perform proper and satisfactory work as specified. Replace work
rejected due to faulty design, inferior, or defective materials, poor workmanship,
improper installation, excessive wear, or nonconformity with the requirements of the
Contract Documents, with satisfactory work at no additional cost to the COUNTY.
Replace as directed, finished or unfinished work found not to be in strict accordance
with the Contract, even though such work may have been previously approved and
payment made thereof.
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B. Rejection: The County's Manager or designee has the right to reject materials and
workmanship which are defective or require correction. Promptly remove rejected
work and materials from the site.
C. Inferior Work Discoveries: Failure or neglect on the part of the Water Operations
Manager to condemn or reject bad or inferior work or materials does not imply an
acceptance of such work or materials. Neither is it to be construed as barring the
Water Operations Manager at any subsequent time from recovering damages or a
sum of money needed to build anew all portions of the Work in which inferior work or
improper materials were used.
D. Removal for Examination: Should it be considered necessary or advisable by the
Water Operations Manager, at any time before final acceptance of the Work, to make
examinations of portions of the Work aiready completed, by removing or tearing out
such portions, promptly furnish all necessary facilities, labor, and material, to make
such an examination. If such Work is found to be defective in any respect, defray all
expenses of such examination and of satisfactory reconstruction. If, however, such
work is found to meet the requirements of the Contract, the cost of examination and
restoration of the Work will be considered a change in the Work to be paid for in
accordance with applicable provisions of the Contract.
E. Operation Responsibility: Assume full responsibility for the proper operation of
equipment during tests and instruction periods. Make no claim, other than provided in
the Contract Documents, for damage that may occur to equipment prior to the time
when the Water Operations Manager accepts the Work.
F. Rejection Prior to Warranty Expiration: If at anytime prior to the expiration of any
applicable warranties or guarantees, defective equipment is rejected by the Water
Operations Manager, repay to the COUNTY all sums of money received for the
rejected equipment on progress certificates or otherwise on account of the Contract
lump sum prices, and upon the receipt of the sum of money, Water Operations
Manager will execute and deliver a bill of sale of all its rights, title, and interest in and
to the rejected equipment. Do not remove the equipment from the premises of the
COUNTY until the Water Operations Manager obtains from other sources, equipment
to take the place of that rejected. The Water Operations Manager hereby agrees to
obtain other equipment within a reasonable time and the CONTRACTOR agrees that
the COUNTY may use the equipment furnished by the CONTRACTOR without rental
or other charge until the other new equipment is obtained.
1.4 INSPECTION OF MATERIALS
Not Used
B. Testing Standards: Conduct tests of electrical and mechanical equipment and
appliances in accordance with recognized, applicable test codes.
1.5 QUALITY CONTROL
A. Testing
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1. Field and Laboratory
a. Provide personnel to assist the ENGINEER in performing the following
periodic observation and associated services.
(1) Soils: Observe and test excavations, placement and compaction
of soils. Determine suitability of excavated material. Observe
subgrade soils and foundations.
(2) Concrete: Observe forms and reinforcement; observe concrete
placement; witness air entrainment tests, facilitate concrete
cylinder preparation and assist with other tests performed by
ENGINEER.
(3) Masonry: Sample and test mortar, bricks, blocks and grout;
inspect brick and block samples and sample panels; inspect
placement of reinforcement and grouting.
(4) Structural Steel: Verify that all welders are certified; visually
inspect all structural steel welds; mechanically test high-tensile
bolted connections.
b. When specified in Divisions 2 through 16 of the Contract Documents,
provide an independent laboratory testing facility to perform required
testing. Qualify the laboratory as having performed previous
satisfactory work. Prior to use, submit to the ENGINEER for approval.
c. Cooperate with the ENGINEER and laboratory testing representatives.
Provide at least 24 hours notice prior to when specified testing is
required. Provide labor and materials, and necessary facilities at the
site as required by the ENGINEER and the testing laboratory.
2. Equipment: Coordinate and demonstrate test procedures as specified in the
Contract Documents and as required during the formal tests.
3. Pipeline and Other Testing: Conform to test procedures and requirements
specified in the appropriate Specification Section.
B. Reports
1. Certified Test Reports: Where transcripts or certified test reports are required
by the Contract Documents, meet the following requirements:
a.
Before delivery of materials or equipment submit and obtain approval
of the ENGINEER for all required transcripts, certified test reports,
certified copies of the reports of all tests required in referenced
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specifications or specified in the Contract Documents. Perform all
testing in an approved independent laboratory or the manufacturer's
laboratory. Submit for approval reports of Shop equipment tests within
thirty days of testing. Transcripts or test reports are to be accompanied
by a notarized certificate in the form of a letter from the manufacturer
or supplier certifying that tested material or equipment meets the
specified requirements and the same type, quality, manufacture and
make as specified. The certificate shall be signed by an officer of the
manufacturer or the manufacturer's plant manager.
2. Certificate of Compliance: At the option of the ENGINEER, submit for approval
a notarized Certificate of Compliance. The Certificates may be in the form of a
letter stating the following:
a. Manufacturer has performed all required tests
b. Materials to be supplied meet all test requirements
c. Tests were performed not more than one year prior to submittal of the
certificate
d. Materials and equipment subjected to the tests are of the same quality,
manufacture and make as those specified
e. Identification of the materials
1.6 COSTS OF INSPECTION
A. COUNTY's Obligation: Initial inspection and testing of materials furnished under this
Contract will be performed by the Water Operations Manager, or inspection bureaus
without cost to the CONTRACTOR, unless otherwise expressly specified. If
subsequent testing is necessary due to failure of the initial tests or because of
rejection for noncompliance, reimburse the COUNTY for expenditures incurred in
making such tests.
B. CONTRACTOR's Obligation: Include in the Contract Price, the cost of all shop and
field tests of equipment and other tests specifically called for in the Contract
Documents, except those tests described above under COUNTYs Obligation. The
Water Operations Manager may perform tests on any material or equipment furnished
under this Contract at any time during the Contract. If tests performed by the Water
Operations Manager result in failure or rejection for noncompliance, reimburse the
COUNTY for expenditures incurred in making such tests. Tests performed by the
Water Operations Manager shall prevail in determining compliance with Contract
req uirements.
C. Reimbursements to the COUNTY:
1. Materials and equipment submitted by the CONTRACTOR as the equivalent
to those specifically named in the Contract may be tested by the Water
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Operations Manager for compliance. Reimburse the COUNTY for
expenditures incurred in making such tests on materials and equipment that
are rejected for noncompliance.
2. Reimburse the COUNTY for all costs associated with Witness Tests that
exceed 5 Calendar Days per kind of equipment.
1. 7 ACCEPTANCE TESTS
A. Preliminary Field Tests: As soon as conditions permit, furnish all labor and materials
and services to perform preliminary field tests of all equipment provided under this
Contract. If the preliminary field tests disclose that any equipment furnished and
installed under this Contract does not meet the requirements of the Contract
Documents, make all changes, adjustments and replacements required prior to the
acceptance tests.
B. Final Field Tests: Upon completion of the Work and prior to final payment, subject all
equipment, piping and appliances installed under this Contract to specified
acceptance tests to demonstrate compliance with the Contract Documents.
1. Furnish all labor, fuel, energy, water and other materials, equipment,
instruments and services necessary for all acceptance tests.
2. Conduct field tests in the presence of the ENGINEER. Perform the field tests
to demonstrate that under all conditions of operation each equipment item:
a. Has not been damaged by transportation or installation
b. Has been properly installed
c. Has been properly lubricated
d. Has no electrical or mechanical defects
e. Is in proper alignment
f. Has been properly connected
g. Is free of overloading of any parts
h. Operates as intended
3. Operate work or portions of work for a minimum of 100 hours or 14 days
continuous service, whichever comes first. For those items of equipment that
would normally operate on wastewater or sludge, plant effluent may be used if
available when authorized by ENGINEER. If water cannot properly exercise
equipment, conduct 1 OO-hour test after plant startup. Conduct test on those
systems that require load produced by weather (heating or cooling) exercise
only when weather will produce proper load.
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C. Failure of Tests: If the acceptance tests reveal defects in material or equipment, or if
the material or equipment in any way fails to comply with the requirements of the
Contract Documents, then promptly correct such deficiencies. Failure or refusal to
correct the deficiencies, or if the improved materials or equipment, when tested again,
fail to meet the guarantees or specified requirements, the Water Operations Manager,
notwithstanding its partial payment for work and materials or equipment, may reject
said materials or equipment and may order the CONTRACTOR to remove the
defective work from the site at no addition to the Contract Price, and replace it with
material or equipment which meets the Contract Documents.
1.8 FAILURE TO COMPLY WITH CONTRACT
A. Unacceptable Materials: If it is ascertained by testing or inspection that the material or
equipment does not comply with the Contract, do not deliver said material or
equipment, or if delivered remove it promptly from the site or from the Work and
replace it with acceptable material without additional cost to the COUNTY. Fulfill all
obligations under the terms and conditions of the Contract even though the Water
Operations Manager fail to ascertain noncompliance or notify the CONTRACTOR of
noncompliance.
PART 2 PRODUCTS
Not Used
PART 3 EXECUTION
Not Used
END OF SECTION
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SECTION 01500
CONSTRUCTION FACILITIES AND TEMPORARY CONTROLS
PART 1 GENERAL
1.1 SECTION INCLUDES
A. General Requirements
B. Related Sections
C. Temporary Utilities
D. Temporary Construction
E. Barricades and Enclosures
F. Fences
G. Security
H. Temporary Controls
I. Traffic Regulation
J. Field Offices and Sheds
1.2 RELATED SECTIONS
A. Section 01010 - Summary of Work
B. Section 01045 Connection to Existing Systems
C. Section 01570 Traffic Regulations and Public Safety
D. Section 02530 Groundwater Control for Open Cut Excavation
E. Section 02575 - Pavement Repair and Restoration
F. Section 02650 Laying and Jointing Buried Pipelines
1,3 GENERAL REQUIREMENTS
A. Plant and Facilities: Furnish, install, maintain and remove all false work, scaffolding,
ladders, hoistways, braces, pumping plants, shields, trestles, roadways, sheeting,
centering forms, barricades, drains, flumes, and the like, any of which may be needed
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16C5
in the construction of any part of the Work and which are not herein described or
specified in detail. Accept responsibility for the safety and efficiency of such works
and for any damage that may result from their failure or from their improper
construction, maintenance or operation.
B. First Aid: Maintain a readily accessible, completely equipped first aid kit at each
location where work is in progress.
C. Safety Responsibility: Accept sole responsibility for safety and security at the site.
Indemnify and hold harmless the COUNTY and the Countys Manager or designee,
including the ENGINEER, for any safety violation, or noncompliance with governing
bodies and their regulations, and for accidents, deaths, injuries, or damage at the site
during occupancy or partial occupancy of the site by CONTRACTOR's forces while
performing any part of the Work.
D. Hazard Communication: Furnish two copies of the CONTRACTOR's Hazard
Communication Program required under OSHA regulations before beginning on site
activities. Furnish two copies of amendments to Hazard Communications Program as
they are prepared.
1.4 TEMPORARY UTILITIES
A. Water will be provided free of charge to the CONTRACTOR. Temporary meter will be
provided at no charge to the CONTRACTOR. The Meter will be utilized to track water
usage and not for billing purposes. CONTRACTOR must lay water lines to the
location of the temporary water meter to where water is needed. An additional
temporary meter will be provided at pOint of connections of new water main and
existing water network for use in line clearance procedures.
B. light and Power: Provide without additional cost to the COUNTY temporary lighting
and power facilities required for the proper construction and inspection of the Work. If,
in the ENGINEER's opinion, these facilities are inadequate, do NOT proceed with any
portion of the Work affected thereby. Maintain temporary lighting and power until the
Work is accepted.
C. Heat: Provide temporary heat, whenever required, for work being performed during
cold weather to prevent freezing of concrete, water pipes, and other damage to the
Work or existing facilities.
D. Sanitary Facilities: Provide sufficient sanitary facilities for construction personnel.
Prohibit and prevent nuisances on the site of the Work or on adjoining property.
Discharge any employee who violates this rule. Abide by all environmental
regulations or laws applicable to the Work.
1.5 TEMPORARY CONSTRUCTION
Not Used.
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1.6 BARRICADES, LIGHTS AND ENCLOSURES
A. Protection of Workmen and Public: Effect and maintain at all times during the
workmen and the public. Perform all work within the County right-of-way in strict
accordance with the COUNTY Maintenance of Traffic Policy and other applicable
statutory requirements.
B. Provide suitable barricades, lights, signs and watchmen at excavation sites and all
other places where the Work causes obstructions to normal traffic or constitutes in
any way a hazard to the public.
1.7 FENCES
A. Existing Fences: Obtain written permission from property owner(s) prior to relocating
or dismantling fences that interfere with construction operations. Reach agreements
with the fence owner as to the period the fence may be left relocated or dismantled.
Install adequate gates where fencing must be maintained. Keep gates closed and
locked at all times when not in use.
B. Restoration: Restore all fences to their original or better condition and to their original
location on completion of the Work.
1.8 SECURITY
A. Preservation of Property:
1. Preserve from damage, all property along the line of the Work, in the vicinity of
or in any way affected by the Work, the removal or destruction of which is not
called for by the Drawings. Preserve from damage, public utilities, trees, lawn
areas, building monuments, fences, pipe and underground structures, and
public streets. Note: Normal wear and tear of streets resulting from legitimate
use by the CONTRACTOR are not considered as damage. Whenever
damages occur to such property, immediately restore to its original condition.
Costs for such repairs are incidental to the Contract.
2. In case of failure on the part of the CONTRACTOR to restore property or
make good on damage or injury, the Water Operations Manager may, upon 24
hours written notice, proceed to repair, rebuild, or otherwise restore such
property as may be deemed necessary, and the cost thereof will be deducted
from any moneys due or which may become due the CONTRACTOR under
this Contract. If removal, repair or replacement of public or private property is
made necessary by alteration of grade or alignment authorized by the Water
Operations Manager and not contemplated by the Contract Documents, the
CONTRACTOR will be compensated, in accordance with the General
Conditions, provided that such property has not been damaged through fault
of the CONTRACTOR or the CONTRACTOR's employees.
B. Public Utility Installations and Structures:
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1. Public utility installations and structures include all poles, tracks, pipes, wires,
conduits, vaults, valves, hydrants, manholes, and other appurtenances and
facilities, whether owned or controlled by public bodies or privately owned
individuals, firms or corporations, used to serve the public with transportation,
gas, electricity, telephone, storm and sanitary sewers, water, or other public or
private utility services. Facilities appurtenant to public or private property that
may be affected by the Work are deemed included hereunder.
2. The Contract Documents contain data relative to existing public utility
installations and structures above and below the ground surface. Existing
public utility installations and structures are indicated on the Drawings only to
the extent such information was made available to, or found by, the
ENGINEER in preparing the Drawings. These data are not guaranteed for
completeness or accuracy, and the CONTRACTOR is responsible for making
necessary investigations to become fully informed as to the character,
condition, and extent of all public utility installations and structures that may be
encountered and that may affect the construction operations.
3. Before starting construction, identify and mark all existing valves and maintain
access to the valves at all times during construction.
4. Contact utility locating service sufficiently in advance of the start of
construction to avoid damage to the utilities and delays to the completion date.
5. If existing utilities are damaged during the Work, immediately notify the owner
of the affected utility. In coordination with or as directed by the owner, remove,
replace, relocate, repair, rebuild, and secure any public utility installations and
structures damaged as a direct or indirect result of the Work under this
Contract. Costs for such work are incidental to the Contract. Be responsible
and liable for any consequential damages done to or suffered by any public
utility installations or structures. Assume and accept responsibility for any
injury, damage, or loss that may result from or be consequent to interference
with, or interruption or discontinuance of, any pubiic utility service.
6. At all times in the performance of Work, employ proven methods and exercise
reasonable care and skill to avoid unnecessary delay, injury, damage, or
destruction to public utility installations and structures. Avoid unnecessary
interference with, or interruption of, public utility services. Cooperate fully with
the owners thereof to that end.
7. Provide notice to the Water Operations Manager of any proposed connections
to existing utilities, interruptions of service or shutdowns in accordance with
Section 01045. Give written notice to the owners of all public utility
installations and structures affected by proposed construction operations
sufficiently in advance of breaking ground in any area or on any unit of the
Work, to obtain their permission before disrupting the lines and to allow them
to take measures necessary to protect their interests. Advise the
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Transportation Operations Department, Fire and Rescue Services of any
excavation in public streets or the temporary shut-off of any water main.
Provide at least 48 hours notice to all affected property owners whenever
service connections are taken out of service.
C. Work on Private Property: Work on this project will require operations on private
property, rights of way or easements. The Water Operations Manager has secured
the appropriate easements or rights of entry from the affected property owners.
Comply with all easement or rights of entry provisions. Conduct operations along
rights-of-way and easements through private property to avoid damage to the
property and to minimize interference with its ordinary use. Upon completion of the
Work through such property, restore the surface and all fences or other structures
disturbed by the construction as nearly as possible to the preconstruction conditions.
Do not remove any material from private property without the consent of the property
owner or responsible party in charge of such property. Hold the COUNTY harmless
from any claim or damage arising out of or in connection with the performance of
work across and through private property.
D. Miscellaneous Structures: Assume and accept responsibility for all injuries or damage
to culverts, building foundations and walls, retaining walls, or other structures of any
kind met with during the prosecution of the Work. Assume and accept liability for
damages to public or private property resulting therefrom. Adequately protect against
freezing all pipes carrying liquid.
E. Protection of Trees and Lawn Areas:
1. Protect with boxes, trees and shrubs, except those ordered to be removed. Do
not place excavated material so as to cause injury to such trees or shrubs.
Replace trees or shrubs destroyed by accident or negligence of the
CONTRACTOR or CONTRACTOR's employees with new stock of similar size
and age, at the proper season, at no additional cost to the COUNTY. If
required by Contract Documents, provide preconstruction audio-video
recording of project in accordance with the Technical Specifications.
2. Leave lawn areas in as good condition as before the start of the Work.
Restore areas where sod has been removed by seeding or sodding.
1.9 TEMPORARY CONTROLS
A. During Construction:
1. Keep the site of the Work and adjacent premises free from construction
materials, debris, and rubbish. Remove this material from any portion of the
site if such material, debris, or rubbish constitutes a nuisance or is
objectionable.
2. Remove from the site all surplus materials and temporary structures when
they are no longer needed.
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3. Neatly stack construction materials such as concrete forms and scaffolding
when not in use. Store pipe to be incorporated into the Work in accordance
with AWWA standards. Promptly remove splattered concrete, asphalt, oil,
paint, corrosive liquids, and cleaning solutions from surfaces to prevent
marring or other damage.
4. Properly store volatile wastes in covered metal containers and remove from
the site daily.
5. Do not bury or burn on the site or dispose of into storm drains, sanitary
sewers, streams, or waterways, any waste material. Remove all wastes from
the site and dispose of in a manner complying with applicable ordinances and
laws.
B. Smoke Prevention:
1. Strictly observe all air pollution control regulations.
2. Open fires will be allowed only if permitted under current ordinances.
C. Noises:
1. In accordance with the COUNTYs Noise Ordinance, maintain acceptable
noise levels in the vicinity of the Work. Limit noise production to acceptable
levels by using special mufflers, barriers, enclosures, equipment positioning,
and other approved methods.
2. Supply written notification to the Water Operations Manager sufficiently in
advance of the start of any work that violates this provision. Proceed only
when all applicable authorizations and variances have been obtained in
writing.
D. Hours of Operation:
1. Operation of construction equipment is only permitted Monday through
Saturday, 7:00 AM to 7:00 PM. Obtain written consent from the Water
Operations Manager for operation of construction equipment during any other
period.
2. Do not carry out non-emergency work, including equipment moves, on
Sundays without prior written authorization by the Water Operations Manager.
E. Dust Control:
1. Take measures to prevent unnecessary dust. Keep earth surfaces exposed to
dusting moist with water or a chemical dust suppressant. Cover materials in
piles or while in transit to prevent blowing or spreading dust.
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2. Adequately protect buildings or operating facilities that may be affected
adversely by dust. Protect machinery, motors, instrument panels, or similar
equipment by suitable dust screens. Include proper ventilation with dust
screens.
F. Temporary Drainage Provisions:
1. Provide for the drainage of stormwater and any water applied or discharged
on the site in performance of the Work. Provide adequate drainage facilities to
prevent damage to the Work, the site, and adjacent property.
2. Supplement existing drainage channels and conduits as necessary to carry all
increased runoff from construction operations. Construct dikes as necessary
to divert increased runoff from entering adjacent property (except in natural
channels), to protect the COUNTY's facilities and the Work, and to direct
water to drainage channels or conduits. Provide ponding as necessary to
prevent downstream flooding.
3. Maintain excavations free of water. Provide, operate, and maintain pumping
equipment. Dewater trenches in accordance with Section 02350 and Section
02650.
G. Pollution: Prevent the pollution of drains and watercourses by sanitary wastes,
sediment, debris, and other substances resulting from construction activities. Do not
permit sanitary wastes to enter any drain or watercourse other than sanitary sewers.
Do not permit sediment, debris, or other substances to enter sanitary sewers. Take
reasonable measures to prevent such materials from entering any drain or
watercourse.
1.10 TRAFFIC REGULATION
A. Parking: Provide and maintain suitable parking areas for the use of all construction
workers and others performing work or furnishing services in connection with the
Contract, to avoid any need for parking personal vehicles where they may interfere
with public traffic or construction activities.
B. Access: Conduct Work to interfere as little as possible with public travel, whether
vehicular or pedestrian. Provide and maintain suitable and safe bridges, detours, or
other temporary expedients for the accommodation of public and private travel.
Whenever it is necessary to cross, obstruct, or close roads, driveways, and walks,
whether public or private, give reasonable notice to owners of private drives before
interfering with them. Such maintenance of traffic will not be required when the
CONTRACTOR has obtained permission from the owner or tenant of private property,
or from the authority having jurisdiction over the public property involved, to obstruct
traffic at the designated point.
PART 2 PRODUCTS
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Not Used
PART 3 EXECUTION
Not Used
END OF SECTION
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,
'1
SECTION 01510
PRE-CONSTRUCTION AUDIO-VIDEO RECORDING
PART 1 GENERAL
1.1 DESCRIPTION OF WORK
A. The work specified in this section includes the requirements for pre-construction
audio-video recordings necessary to document existing conditions on public and
private property.
PART 2 PRODUCTS
2.1 CONTRACTOR REQUIREMENTS
A. The CONTRACTOR shall provide color videos showing pre-construction site
conditions of all public and private property within the scope of construction. The
videos shall be in DVD format indicating on the beginning and front of each recording,
the date, job title and location where the video was taken. The videos shall be clear
and shall thoroughly document all existing structures and landscaping within the
COUNTY's right-of-ways and any private property where the CONTRACTOR will be
performing the construction activities. The DVDs should be separated into two main
categories: "Existing Right-Of-Ways" and "Existing Private Properties" Videos taken
along the COUNTY's Right-Of-Ways shall be recorded from start to end to follow the
progression of the project baseline showed on the plans.. Videos taken inside any of
the private properties must state the address of the property at the beginning each
recording of each property. Provide a table to with each DVD submittal listing the
content of each DVD.
B. Two copies of the DVDs (including the original) shall be delivered to the Water
Operations Manager for review.
PART 3 EXECUTION
3.1 INSPECTION
A. Construction on private property shall not commence until the Water Operations
Manager has reviewed and approved the audio-video recording.
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VIDEO RECORDING
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3.2 PERFORMANCE
A. The CONTRACTOR may be required to restore private properties to conditions better
than existing, at no additional cost to the COUNTY, if the Contractor fails to
sufficiently document existing conditions.
END OF SECTION
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PRECONSTRUCTION AUDIO
VIDEO RECORDING
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SECTION 01570
TRAFFIC REGULATION AND PUBLIC SAFETY
PART1 GENERAL
1.1 SECTION INCLUDES:
A. General Requirements
B. Traffic Control
C. Public Safety
1.2 RELATED SECTIONS
A. Section 01500 Construction Facilities and Temporary Controls
B. Section 02230 Roadway Crossings by Open Cut
C. Section 02575 Pavement Repair and Restoration
1.3 GENERAL REQUIREMENTS
A. Perform all work within COUNTY rights-of-way in strict accordance with the Collier
County's Maintenance of Traffic Policy and other applicable statutory requirements to
protect the public safety.
B. Be responsible for providing safe and expeditious movement of traffic through
construction zones. A construction zone is defined as the immediate areas of actual
construction and all abutting areas which are used by the CONTRACTOR and which
interfere with the driving or walking public.
C. Remove temporary equipment and facilities when no longer required. Restore
grounds to original or specified conditions.
D. The requirements specified herein are in addition to the plan for Maintenance of
Traffic as specified in Section 02230.
1.4 TRAFFIC CONTROL
A. Include as necessary precautions, not to be limited to, such items as proper
construction warning signs, signals, lighting devices, marking, barricades,
channelization, and hand signaling devices. Be responsible for installation and
maintenance of all devices and requirements for the duration of the Construction
period.
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B. Provide notice, at least five (5) working days prior to construction, to the State or
County Department of Transportation of the necessity to close any portion of a
roadway carrying vehicles or pedestrians so that the final approval of such closings
can be obtained at least 48 hours in advance. At no time will more than one (1) lane
of roadway be closed to vehicles and pedestrians. With any such closings make
adequate provision for the safe expeditious movement of each.
C. Be responsible for notifying Transportation Operations Department, Police, Fire, and
other Emergency Departments whenever construction is within roadways and of the
alternate routes.
D. Be responsible for removal, relocation, or replacement of any traffic control device in
the construction area that exists as part of the normal pre-construction traffic control
scheme.
E. Immediately notify the Water Operations Manager of any vehicular or pedestrian
safety or efficiency prOblems incurred as a result of the construction of the project.
F. Be responsible for notifying all residents of any road construction and limited access
at least 72 hours in advance.
1.5 PUBLIC SAFETY (DURING CONSTRUCTION, ALTERATION OR REPAIR)
A. In areas of high vehicular traffic, provide a safe walkway around the work area.
B. Use barricades or other barriers to prevent any possibility of injury to the public
caused by the CONTRACTOR's work.
C. Keep walk areas around the work areas clean of sand, stones, and any other material
that could cause a pedestrian accident.
D. Barricade work areas left overnight. Install flashing warning lights in areas required by
the COUNTY.
E. Unless an approved detour is provided at any open cut crossings, a minimum of one-
way traffic will be maintained during the daylight hours and two-way traffic at night. All
traffic detours will be restricted to limits of the Right-of-Way with necessary flagmen
and/or marking devices. These detours shall be approved by the COUNTY. Detour of
traffic outside of the Right-of-Way will be considered with the approval of local
governmental agencies and private concerns involved.
F. Crossing and Intersections: Do not isolate residences and places of business.
Provide access to all residences and places of business whenever construction
interferes with existing means of access. Maintain access at all times. If pavement is
disturbed, a cold mix must be applied at the end of the day.
BE-FT-3785-06-04
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Section 01570
TRAFFIC REGULATION AND PUBLIC SAFETY
Page 2 of 3
16 C 5'~ .
G. Detours
1. Construct and maintain detour facilities wherever it becomes necessary to
divert traffic from any existing roadway or bridge, or wherever construction
operations block the flow of traffic. The location of all detours will require prior
approval of the COUNTY.
2. Furnishing of Devices and Barriers: Furnish all traffic control devices
(including signs), warning devices and barriers. Costs of such devices shall be
incidental to construction and included in unit prices bid.
3. Maintenance of Devices and Barriers: Keep traffic control devices, warning
devices and barriers in the correct position, properly directed, clearly visible
and clean, at all times. Immediately repair replace or clean damaged, defaced
or dirty devices or barriers as necessary.
H. Flagmen: Provide certified flagmen (flaggers) to direct traffic where one-way
operation in a single lane is in effect, and in other situations as may be required.
Radios may be required if flagmen cannot maintain contact with each other.
I. Utilize all necessary signs, flagmen, and other safety devices during construction.
J. Perform all work with the requirements set forth by the Occupational Safety Health
Administration.
PART 2 PRODUCTS
NOT USED.
PART 3 EXECUTION
NOT USED.
END OF SECTION
BE-FT-3785-06-04
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Section 01570
TRAFFIC REGULATION AND PUBLIC SAFETY
Page 3 of 3
16C5
SECTION 01600
MATERIAL AND EQUIPMENT
PART1 GENERAL
1.1 SECTION INCLUDES
A. Description
B. Substitutions
C. Manufacturer's Written Instructions
D. Transportation and Handling
E. Storage, Protection and Maintenance
F. Manufacturer's Field Quality Control Services
G. Post Startup Services
H. Special Tools and Lubricating Equipment
I. Lubrication
1.2 DESCRIPTION
A. Proposed Manufacturers List: Within 15 calendar days of the date of the Notice to
Proceed, submit to the ENGINEER a list of the names of proposed manufacturers,
material men, suppliers and subcontractors, obtain approval of this list by the Water
Operations Manager prior to submission of any working drawings. Upon request
submit evidence to ENGINEER that each proposed manufacturer has manufactured a
similar product to the one specified and that it has previously been used for a like
purpose for a sufficient length of time to demonstrate its satisfactory performance.
B. All material and equipment designed or used in connection with a potable (drinking)
water system shall conform to the requirements of the National Sanitation Foundation
(NSF) Standard 61, "Drinking Water System Components - Health Effects."
C. Furnish and install Material and Equipment which meets the following:
1. Conforms to applicable specifications and standards.
2. Complies with size, make, type, and quality specified or as specifically
approved, in writing, by ENGINEER.
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Section 01600
MATERIAL AND EQUIPMENT
Page 1 of 11
16C5
3. Will fit into the space provided with sufficient room for operation and
maintenance access and for properly connecting piping, ducts and services,
as applicable. Make the clear spaces that will be available for operation and
maintenance access and connections equal to or greater than those shown
and meeting all the manufacturers' requirements. If adequate space is not
available, the CONTRACTOR shall advise the ENGINEER for resolution.
4. Manufactured and fabricated in accordance with the following:
a. Design, fabricate, and assemble in accordance with best engineering
and shop practices.
b. Manufacture like parts of duplicate units to standard sizes and gauges,
to be interchangeable.
c. Provide two or more items of same kind identical, by same
manufacturer.
d. Provide materials and equipment suitable for service conditions.
e. Adhere to equipment capabilities, sizes, and dimensions shown or
specified unless variations are specifically approved, in writing, in
accordance with the Contract Documents.
f. Adapt equipment to best economy in power consumption and
maintenance. Proportion parts and components for stresses that may
occur during continuous or intermittent operation, and for any
additional stresses that may occur during fabrication or installation.
g. Working parts are readily accessible for inspection and repair, easily
duplicated and replaced.
5. Use material or equipment only for the purpose for which it is designed or
specified.
1.3 SUBSTITUTIONS
A. Substitutions:
1. Make any CONTRACTOR's requests for changes in equipment and materials
from those required by the Contract Documents in writing, for approval by the
COUNTY. Such requests are considered requests for substitutions and are
subject to CONTRACTOR's representations and review provisions of the
Contract Documents when one of following conditions are satisfied:
a.
Where request is directly related to an "or equal" clause or other
language of same effect in Specifications.
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Section 01 600
MATERIAL AND EQUIPMENT
Page 2 of 11
16C5
b. Where required equipment or material cannot be provided within
Contract Time, but not as result of CONTRACTOR's failure to pursue
work promptly or to coordinate various activities properly.
c. Where required equipment or material cannot be provided in manner
compatible with other materials of Work, or cannot be properly
coordinated therewith.
2. CONTRACTOR'S Options:
a. Where more than one choice is available as options for
CONTRACTOR's selection of equipment or material, select option
compatible with other equipment and materials already selected (which
may have been from among options for other equipment and
materials ).
b. Where compliance with specified standard, code or regulation is
required, select from among products that comply with requirements of
those standards, codes, and regulations.
c. "Or Equal": For equipment or materials specified by naming one or
more equipment manufacturer and "or equal", submit request for
substitution for any equipment or manufacturer not specifically named.
B. Conditions Which are Not Substitution:
1. Requirements for substitutions do not apply to CONTRACTOR options on
materials and equipment provided for in the Specifications.
2. Revisions to Contract Documents, where requested by the Water Operations
Manager or ENGINEER, are "changes" not "substitutions".
3. CONTRACTOR's determination of and compliance with governing regulations
and orders issued by governing authorities do not constitute substitutions and
do not constitute basis for a Change Order, except as provided for in Contract
Documents.
1.4 MANUFACTURER'S WRITTEN INSTRUCTIONS
A. Instruction Distribution: When the Contract Documents require that installation,
storage, maintenance and handling of equipment and materials comply with
manufacturer's written instruction's, obtain and distribute printed copies of such
instructions to parties involved in installation, including six copies to ENGINEER.
1. Maintain one set of complete instructions at jobsite during storage and
installation, and until completion of work.
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012507
Section 01600
MATERIAL AND EQUIPMENT
Page 3 of 11
16C5 l~
B. Manufacturer's Requirements: Store, maintain, handle, install, connect, clean,
condition, and adjust products in accordance with manufacturer's written instructions
and in conformity with Specifications.
1. Should job conditions or specified requirements conflict with manufacturer's
instructions, consult ENGINEER for further instructions.
2. Do not proceed with work without written instructions.
C. Performance Procedures: Perform work in accordance with manufacturer's written
instructions. Do not omit preparatory steps or installation procedures, unless
specifically modified or exempted by Contract Documents.
1.5 TRANSPORTATION AND HANDLING
A. Coordination with Schedule: Arrange deliveries of materials and equipment in
accordance with Construction Progress Schedules. Coordinate to avoid conflict with
work and conditions at site.
1. Deliver materials and equipment in undamaged condition, in manufacturer's
original containers or packaging, with identifying labels intact and legible.
2. Protect bright machined surfaces, such as shafts and valve faces, with a
heavy coat of grease prior to shipment.
3. Immediately upon delivery, inspect shipments to determine compliance with
requirements of Contract Documents and approved submittals and that
material and equipment are protected and undamaged.
B. Handling: Provide equipment and personnel to handle material and equipment by
methods recommended by manufacturer to prevent soiling or damage to materials
and equipment or packaging.
1.6 STORAGE, PROTECTION, AND MAINTENANCE
A. On-site storage areas and buildings:
1. Conform storage buildings to requirements of Section 01500.
2. Coordinate location of storage areas with ENGINEER and the COUNTY.
3. Arrange on site storage areas for proper protection and segregation of stored
materials and equipment with proper drainage. Provide for safe travel around
storage areas and safe access to stored materials and equipment.
4. Store loose granular materials in a well-drained area on solid surfaces to
prevent mixing with foreign matter.
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012507
Section 01600
MATERIAL AND EQUIPMENT
Page 4 of 11
16C5
5. Store materials such as pipe, reinforcing and structural steel, and equipment
on pallets, blocks or racks, off ground.
6. PVC Pipe may be damaged by prolonged exposure to direct sunlight, take
necessary precautions during storage and installation to avoid this damage.
Store pipe under cover, and install with sufficient backfill to shield it from the
sun.
7. Store fabricated materials and equipment above ground, on blocking or skids,
to prevent soiling or staining. Cover materials and equipment that are subject
to deterioration with impervious sheet coverings; provide adequate ventilation
to avoid condensation.
B. I nterior Storage:
1. Store materials and equipment in accordance with manufacturer's instructions,
with seals and labels intact and legible.
2. Store materials and equipment, subject to damage by elements, in
weathertight enclosures.
3. Maintain temperature and humidity within ranges required by manufacturer's
instructions.
C. Accessible Storage: Arrange storage in a manner to provide easy access for
inspection and inventory. Make periodic inspections of stored materials or equipment
to assure that materials or equipment are maintained under specified conditions and
free from damage or deterioration.
1. Perform maintenance on stored materials of equipment in accordance with
manufacturer's instructions, in presence of the Water Operations Manager or
ENGINEER.
2. Submit a report of completed maintenance to ENGINEER with each
Application for Payment.
3. Failure to perform maintenance, to notify ENGINEER of intent to perform
maintenance or to submit maintenance report may result in rejection of
material or equipment.
D. COUNTY's Responsibility: The COUNTY assumes no responsibility for materials or
equipment stored in buildings or on-site. CONTRACTOR assumes full responsibility
for damage due to storage of materials or equipment.
E. CONTRACTOR's Responsibility: For COUNTY Capital Improvement Projects, the
CONTRACTOR assumes full responsibility for protection of completed construction
until facilities (or portions of facilities) are accepted for operation and placed in
service. Repair and restore damage to completed Work equal to its original condition.
BE-FT-3785-06-04
012507
Section 01600
MATERIAL AND EQUIPMENT
Page 5 of 11
16 C 5j!~4
F. Special Equipment: Use only rubber tired wheelbarrows, buggies, trucks, or dollies to
wheel loads over finished floors, regardless if the floor has been protected or not. This
applies to finished floors and to exposed concrete floors as well as those covered with
composition tile or other applied surfacing.
G. Surface Damage: Where structural concrete is also the finished surface, take care to
avoid marking or damaging surface.
1.7 MANUFACTURER'S FIELD QUALITY CONTROL SERVICES
A. General:
1. Provide manufacturer's field services in accordance with this subsection for
those tasks specified in other sections.
2. Include and pay all costs for suppliers' and manufacturers' services, including,
but not limited to, those specified.
B. Installation Instruction: Provide instruction by competent and experienced technical
representatives of equipment manufacturers or system suppliers as necessary to
resolve assembly or installation procedures that are attributable to, or associated
with, the equipment furnished.
C. Installation Inspection, Adjustments and Startup Participation:
1. Provide competent and experienced technical representatives of equipment
manufacturers or system suppliers to inspect the completed installation as
follows.
a. Verify that each piece of equipment or system has been checked for
proper lubrication, drive rotation, belt tensiion, control sequence, or
forother conditions that may cause damage.
b. Verify that tests, meter readings, and specified electrical
characteristics agree with those required by the equipment or system
manufacturer.
c. Verify that wiring and support components for equipment are complete.
d. Verify that equipment or system is installed in accordance with the
manufacturer's recommendations, approved shop drawings and the
Contract Documents.
e. Verify that nothing in the installation voids any warranty.
2. Provide manufacturer's representatives to perform initial equipment and
system adjustment and calibration conforming to the manufacturer's
recommendations and instructions, approved shop drawings and the Contract
Documents.
BE-FT-3785-06-04
012507
Section 01 600
MATERIAL AND EQUIPMENT
Page 6 of 11
16C5
3. Start-up of Equipment: Provide prior written notice of proposed start-up to the
Water Operations Manager and ENGINEER. Obtain ENGINEER's approval
before start-up of equipment. COUNTYs departmental representative must be
on-site during start-up. Execute start-up under supervision of applicable
manufacturer's representative in accordance with manufacturers' instructions.
4. Furnish ENGINEER with three copies of the following. When training is
specified, furnish the copies at least 48 hours prior to training.
a. "Certificate of Installation, Inspection and Start-up Services" by
manufacturers' representatives for each piece of equipment and each
system specified, certifying:
(1) That equipment is installed in accordance with the manufacturers'
recommendations, approved shop drawings and the Contract
Documents.
(2) That nothing in the installation voids any warranty.
(3) That equipment has been operated in the presence of the
manufacturer's representative.
(4) That equipment, as installed, is ready to be operated by others.
b. Detailed report by manufacturers' representatives, for review by
ENGINEER of the installation, inspection and start-up services
performed, including:
(1) Description of calibration and adjustments if made; if not in
Operation and Maintenance Manuals, attach copy.
(2) Description of any parts replaced and why replaced.
(3) Type, brand name, and quantity of lubrication used, if any.
(4) General condition of equipment.
(5) Description of problems encountered, and corrective action taken.
(6) Any special instructions left with CONTRACTOR or ENGINEER.
D. Field Test Participation: Provide competent and experienced technical
representatives of all equipment manufacturers and system suppliers as necessary to
participate in field testing of the equipment specified in Section 01400.
E. Trouble-Free Operation: Provide competent and experienced technical
representatives of all equipment manufacturers and system suppliers as necessary to
BE-FT -3785-06-04
012507
Section 01 600
MATERIAL AND EQUIPMENT
Page 7 of 11
16C5
place the equipment in trouble-free operation after completion of start-up and field
tests.
1.8 SPECIAL TOOLS AND LUBRICATING EQUIPMENT
A. General: Furnish, per manufacturer's recommendations, special tools required for
checking, testing, parts replacement, and maintenance. (Special tools are those
which have been specially designed or adapted for use on parts of the equipment,
and which are not customarily and routinely carried by maintenance mechanics.)
B. Time of Delivery: Deliver special tools and lubricating equipment to the COUNTY
when unit is placed into operation and after operating personnel have been properly
instructed in operation, repair, and maintenance of equipment.
C. Quality: Provide tools and lubricating equipment of a quality meeting equipment
manufacturer's requirements.
1.9 LUBRICATION
A. General: Where lubrication is required for proper operation of equipment, incorporate
in the equipment the necessary and proper provisions in accordance with
manufacturer's requirements. Where possible, make lubrication automated and
positive.
B. Oil Reservoirs: Where oil is used, supply reservoir of sufficient capacity to lubricate
unit for a 24-hour period.
1.10 WARRANTY
A. Provide copies of any warranties of materials or equipment to the Water Operations
Manager with documentation showing compliance with warranty requirements.
PART 2 PRODUCTS
Not Used
PART 3 EXECUTION
Not Used
BE-FT-3785-06-04
012507
Section 01600
MATERIAL AND EQUIPMENT
Page8of11
16C5
CERTIFICATE OF INSTAllATION, INSPECTION AND START-UP SERVICES
Project:
Equipment:
Specification Section:
Contract:
I hereby certify that the named equipment has been inspected, adjusted and operated by the
Manufacturers' Representative and further certify:
1. That the equipment is installed in accordance with the manufacturer's
recommendations, approved shop drawings and the Contract Documents.
2. That nothing in the installation voids any warranty.
3. That equipment has been operated in the presence of the manufacturer's
representative.
4. That equipment, as installed, is ready to be operated by others.
MANUFACTURERS' REPRESENTATIVE:
Signature
Name (print)
Title
Representing
Date
CONTRACTOR:
Signature
Name (print)
Title
Date
Attach the detailed report called for by Specification Section 01600.
Complete and submit three copies of this form with the detailed report to ENGINEER as
specified.
BE-FT -3785-06-04
012507
Section 01600
MATERIAL AND EQUIPMENT
Page 9 of 11
16C5 !\I~
CERTIFICATE OF POST START-UP SERVICES
Project:
Equipment:
Specification Section:
Contract:
I hereby certify the Manufacturers' Representative has inspected this equipment, made
adjustments and calibrations. and that it is operating in conformance with the design,
specifications, and manufacturer's requirements. Detailed notation of improper operation with
corresponding recommendations, if any, are made and attached to this form.
MANUFACTURERS' REPRESENTATIVE:
Signature
Name (print)
Title
Representing
Date
CONTRACTOR:
Signature
Name (print)
Title
Date
ENGINEER:
Signature
Name (print)
Title
Date
Complete and submit three copies of this form to the Water Operations Manager upon
completion of 6 to 11 months reinspection as required by Specification Section 01600.
BE-FT-3785-06-04
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Section 01600
MATERIAL AND EQUIPMENT
Page 10 of 11
END OF SECTION
BE-FT-3785-06-04
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16C5
Section 01600
MATERIAL AND EQUIPMENT
Page 11 of 11
16C5 i
SECTION 01710
CLEANING
PART 1 GENERAL
1.1 SECTION INCLUDES:
A. General Requirements
B. Disposal Requirements
1.2 GENERAL REQUIREMENTS
A. Execute cleaning during progress of the work and at completion of the work.
1.3 DISPOSAL REQUIREMENTS
A. Conduct cleaning and disposal operations to comply with codes, ordinances,
regulations, and anti-pollution laws.
PART 2 PRODUCTS
NOT USED
PART 3 EXECUTION
3.1 DURING CONSTRUCTION
A. Execute daily cleaning to keep the work, the site, and adjacent properties free from
accumulations of waste materials, rubbish, and windblown debris, resulting from
construction operations.
B. Provide onsite containers for the collection of waste materials, debris and rubbish. All
waste materials including containers, food debris and other miscellaneous materials
must be disposed of daily in onsite containers.
C. Remove waste materiais, debris and rubbish from the site periodically and dispose of
at legal disposal areas away from the site.
3.2 FINAL CLEANING
A. Requirements: At the completion of work and immediately prior to final inspection,
clean the entire project as follows:
1. Thoroughly clean, sweep, wash, and polish all work and equipment provided
under the Contract, including finishes. Leave the structures and site in a
complete and finished condition to the satisfaction of the ENGINEER.
BE-FT -3785-06-04
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Section 01710
CLEANING
Page 1 of 3
16C5
2. Direct all subcontractors to similarly perform, at the same time, an equivalent
thorough cleaning of all work and equipment provided under their contracts.
3. Remove all temporary structures and all debris, including dirt, sand, gravel,
rubbish and waste material.
4. Should the CONTRACTOR not remove rubbish or debris or not clean the
buildings and site as specified above, the OWNER reserves the right to have
the cleaning done at the expense of the CONTRACTOR.
B. Employ experienced workers, or professional cleaners, for final cleaning.
C. Use only cleaning materials recommended by manufacturer of surface to be cleaned.
D. In preparation for substantial completion or occupancy, conduct final inspection of
sight-exposed interior and exterior surfaces, and of concealed spaces.
E. Remove grease, dust, dirt, stains, labels, fingerprints, and other foreign materials
from sight-exposed interior and exterior finished surfaces. Polish surfaces so
designated to shine finish.
F. Repair, patch, and touch up marred surfaces to specified finish, to match adjacent
surfaces.
G. Handle materials in a controlled manner with as few handlings as possible. Do not
drop or throw materials from heights.
H. Schedule cleaning operations so that dust and other contaminants resulting from
cleaning process will not fall on wet, newly-painted surfaces.
I. Clean interior of all panel cabinets, pull boxes, and other equipment enclosures.
J. Wash and wipe clean all lighting fixtures, lamps, and other electrical equipment that
may have become soiled during installation.
K. Perform touch-up painting.
L. Broom clean exterior paved surfaces; rake clean other surfaces of the grounds.
M. Remove erection plant, tools, temporary structures and other materials.
N. Remove and dispose of all water, dirt, rubbish or any other foreign substances.
3.3 FINAL INSPECTION
A. After cleaning is complete the final inspection may be scheduled. The inspection will
be done with the OWNER and ENGINEER.
BE-FT -3785-06-04
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Section 01710
CLEANING
Page 2 of 3
16 C5 nl
END OF SECTION
BE-FT-3785-06-04
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Section 01710
CLEANING
Page 3 of 3
16C5
SECTION 01750
PROJECT RECORD DOCUMENTS
PART 1 GENERAL
1.1 SECTION INCLUDES
Requirements for preparation, maintenance and submittal of project record documents.
The Contractor's attention is specifically directed to Part 3.2.B. of this Section, which
requires use of a Florida licensed surveyor to sign and seal all record drawings.
1.2 RELATED SECTIONS
A. Section 01051 - Lines and Grades
B. Section 01400 - Quality Control
1.3 SUBMITTALS
A. General: Provide all submittals as specified.
B. At Contract close out, three (3) sets of signed and sealed Record Drawings for the
potable water systems to be conveyed shall be submitted to the COUNTY. At the
time of any water line tie-in, record drawings are required to be submitted to the
COUNTY.
C. Provide electronic submittal as specified in Part 3.02.B of this Section.
1.4 REQUIREMENTS (For County Capital Projects Only)
Contractor shall maintain at the site for the County one record copy of:
A. Drawings
B. Specifications
C. Addenda
D. Change orders and other modifications to the Contract
E. Design Engineer's field orders or written instructions
F. Approved shop drawings, working drawings and samples
G. Field test records
PART 2 PRODUCTS (Not Used)
BE-FT -3785-06-04
012507
Section 01750
PROJECT RECORD DOCUMENTS
Page 1 of 4
l'~ 6 C5
"
PART 3 EXECUTION
3.1 MAINTENANCE OF DOCUMENTS AND SAMPLES
A. Project record documents shall be stored in Contractor's field office or other
location approved by the COUNTY apart from documents used for
construction
B. Maintain documents in a clean, dry, legible condition and in good order. Do
not use record documents for construction purposes.
C. Make documents and samples available at all times for inspection by the
COUNTY.
3.2 RECORDING
A. General
1. Record Drawings shall accurately depict the constructed configuration of
all potable water, non-potable irrigation water andlor wastewater systems
or portion(s) thereof. All revisions to County staff approved construction
drawings shall be precisely identified and illustrated on the Record
Drawings..
2. Label each document "PROJECT RECORD" or similar text in neat, large
printed letters.
3. Survey information can be obtained as needed by the use of 2-inch PVC
labeled pipes installed over underground improvements by the contractor
during construction. This method is an adequate process for obtaining
record information.
4. Record information in red ink,
B. Record Drawings
1. The Record Drawings require signed and sealed as-built information,
including above and below ground improvements including underground
piping, valves and ductbanks, by a Florida Licensed Land Surveyor.
2. The Record Drawings shall identify the entity that provided the record
data.
3. Drawings shall be referenced to and tie-in with the state plane coordinate
system, with a Florida East Projection, and a North American Datum
1983/1990 (NAD 83/90 datum), and with United States Survey Feet
(USFEET) units, as established by a registered Florida surveyor and
mapper.
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Section 01750
PROJECT RECORD DOCUMENTS
Page 2 of 4
16C5
4. Files shall be also submitted in Drawing File (DWG) format in AutoCAD
Release 2004 or later version.
5. At the time of water line tie-in, Record Drawings are required to be handed
to the COUNTY.
6. The following items shall be accurately depicted in vertical and horizontal
directions on the Record Drawings:
a) All associated rights-of-way and utility easements whether shown
on the Contract Drawings, found during construction or added
during the Work.
b)
c) Pipe changes in direction or slope.
d) Buried valves, tees and fittings.
e) Pipe invert, or centerline, elevations at crossing with other pipe.
f) Invert. or centerline, elevations and coordinates of existing exposed
pipe at crossing with underground pipe installed under this project.
g) Other horizontal and vertical record data pertinent to completed
Work.
7. Each pipe elevation shall be clearly identified as to whether it is top of
pipe, centerline of pipe or invert of pipe.
8. For County Capital Projects only, Record Drawings shall indicate all
deviations from Contract Drawings including:
a) Field changes.
b) Changes made by Change Order.
c) Details, utilities, piping or structures not on original Contract
Drawings.
d) Equipment and piping relocations,
C. Specifications and Addenda (For County Capital Projects Only)
Legibly mark each Section to record:
1.
Manufacturer, trade name, catalog number and supplier of each
product and item of equipment actually installed.
BE-FT -3785-06-04
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Section 01750
PROJECT RECORD DOCUMENTS
Page 3 of 4
16C5
2. Changes made by Field Order or Change Order.
D. Shop Drawings (For County Capital Projects Only)
1. Keep one copy of the final, approved shop drawing with the Record
Documents.
2. Record documents should include all drawing information submitted.
Additional information submitted during the review process should
be filed with the appropriate submittal.
END OF SECTION
BE-FT-3785-06-04
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Section 01750
PROJECT RECORD DOCUMENTS
Page 4 of 4
16C5
SECTION 02110
SITE CLEARING
PART1 GENERAL
1.1 SUMMARY
A. Section Includes: Requirements for clearing of all areas within the Contract limits and
other areas shown, including work designated in permits and other agreements, in
accordance with the requirements of Division 1.
Related Work SpeCified in Other Sections Includes:
1. Section 02222 - Excavation - Earth and Rock
2. Section 02223 Backfilling
3. Section 02400 Restoration by Sodding or Seeding
1.2 DEFINITIONS
A. Clearing: Clearing is the removal from the ground surface and disposal, within the
designated areas, of trees, brush, shrubs, down timber, decayed wood, other
vegetation, rubbish and debris as well as the removal of fences.
B. Grubbing: Grubbing is the removal and disposal of all stumps, buried logs, roots
larger than 1-1/2 inches, matted roots and organic materials.
PART 2 PRODUCTS
Not Used
PART 3 EXECUTION
3.1 PROTECTION OF EXISTING UTILITIES
A. Prior to site clearing, locate and mark all existing utilities in coordination with the
COUNTY and other affected owners. Protect all existing utilities and markings from
damage. In case of damage to existing utilities caused by construction activities,
contact the owner of the utility or appropriate COUNTY department (Water or
Wastewater) immediately. Repair any damage to existing utilities or markings caused
by construction activities in coordination with or as directed by the owner of the utility.
3.2 TREE REMOVAL
BE-FT -3785-06-04
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Section 02110
SITE CLEARING
Page 1 of 3
16C5 Jti1
A. Do not cut or damage trees unless plans show trees to be removed or unless written
permission has been obtained from the property owner. Furnish three copies of the
written permission before removal operations commence.
3.3 TREES AND SHRUBS TO BE SAVED
A. Protection: Protect trees and shrubs within the work limits that are so delineated or
are marked in the field to be saved from defacement, injury and destruction.
1. Work within the limits of the tree drip line with extreme care using either hand
tools or equipment that will not cause damage to trees.
a. Do not disturb or cut roots unnecessarily. Do not cut roots 1-1/2 inches
and larger unless approved.
b. Immediately backfill around tree roots after completion of construction
in the vicinity of trees.
c. Do not operate any wheeled or tracked equipment within drip line.
2. Protect vegetation from damage caused by emissions from engine-powered
equipment.
3. During working operations, protect the trunk, foliage and root system of all
trees to be saved with boards or other guards placed as shown and as
required to prevent damage, injury and defacement.
a. Do not pile excavated materials within the drip line or adjacent to the
trunk of trees.
b. Do not allow runoff to accumulate around trunk of trees.
c. Do not fasten or attach ropes, cables, or guy wires to trees without
permission. When such permission is granted, protect the tree before
making fastening or attachments by providing burlap wrapping and
softwood cleats.
d. The use of axes or climbing spurs for trimming will not be permitted.
e. Provide climbing ropes during trimming.
4. Remove shrubs to be saved, taking a sufficient earth ball with the roots to
maintain the shrub.
a.
Temporarily replant if required, and replace at the compietion of
construction in a condition equaling that which existed prior to removal.
b.
Repiace in kind if the transpiant fails.
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SITE CLEARING
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5. Have any tree and shrub repair performed by a tree surgeon properly licensed
by the State of Florida and within 24 hours after damage occurred.
3.4 CLEARING AND GRUBBING
A. Clearing: Clear all items specified to the limits shown and remove cleared and
grubbed materials from the site.
1. Do not start earthwork operations in areas where clearing and grubbing is not
complete, except that stumps and large roots may be removed concurrent
with excavation.
2. Comply with erosion, sediment control and storm management measures as
specified in Division 1.
B. Grubbing: Clear and grub areas to be excavated, areas receiving less than 3 feet of
fill and areas upon which structures are to be constructed.
1. Remove stumps and root mats in these areas to a depth of not less than 18
inches below the subgrade of sloped surfaces.
2. Fill all depressions made by the removal of stumps or roots with material
suitable for backfill as specified in Section 02223.
C. Limited Clearing: Clear areas receiving more than 3 feet of fill by cutting trees and
shrubs as close as practical to the existing ground. Grubbing will not be required.
D. Dispose of all material and debris from the clearing and grubbing operation by hauling
such material and debris away to an approved dump. The cost of disposal (including
hauling) of cleared and grubbed material and debris shall be considered a subsidiary
obligation of the CONTRACTOR; include the cost in the bid for the various classes of
work.
3.5 TOPSOIL
A. Stripping: Strip existing topsoil from areas that will be excavated or graded prior to
commencement of excavating or grading and place in well-drained stockpiles in
approved locations.
END OF SECTION
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Section 02110
SITE CLEARING
Page 3 of 3
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SECTION 02151
SHORING, SHEETING AND BRACING
PART 1 GENERAL
1.1 SUMMARY
A. Section Includes: Work required for protection of an excavation or structure through
shoring, sheeting, and bracing.
B. Related Work Specified In Other Sections Includes:
1. Section 02222 - Excavation - Earth and Rock
2. Section 02223 - Backfilling
1.2 SUBMITTALS
A. General: Provide all submittals, including the following, as specified in Division 1.
B. CONTRACTOR's Submittals: All sheeting and bracing shall be the responsibility of
the CONTRACTOR to retain qualified design services for these systems, and to be
completed with strict adherence to OSHA Regulations. Submit complete design
calculations and working drawings of proposed shoring, sheeting and bracing which
have been prepared, signed and sealed by a Licensed Professional Engineer
experienced in Structural Engineering and registered in the State of Florida, before
starting excavation for jacking pits and structures. Use the soil pressure diagram
shown for shoring, sheeting and bracing design. ENGINEER's review of calculations
and working drawings will be limited to confirming that the design was prepared by a
licensed professional engineer and that the soil pressure diagram shown was used.
1.3 REFERENCES
A. Design: Comply with all Federal and State laws and regulations applying to the
design and construction of shoring, sheeting and bracing.
B. N.B.S. Building Science Series 127 "Recommended Technical Provisions for
Construction Practice in Shoring and Sloping Trenches and Excavations.
1.4 QUALITY ASSURANCE
A. Regulatory Requirements: Do work in accordance with the U.S. Department of Labor
Safety and Health Regulations for construction promulgated under the Occupational
Safety Act of 1970 (PL 91-596) and under Section 107 of the Contract Work Hours
and Safety Standards Act (PL 91-54), and the Florida Trench Safety Act. Observe 29
CFR 1910.46 OSHA regulations for Confined Space Entry.
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SHORING, SHEETING AND BRACING
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PART 2 PRODUCTS
2.1 MANUFACTURERS AND MATERIALS
A. Material Recommendations: Use manufacturers and materials for shoring, sheeting
and bracing as recommended by the Licensed Professional Engineer who designed
the shoring, sheeting, and bracing.
1. Wood Materials: Oak, or treated fir or pine for wood lagging.
PART 3 EXECUTION
3.1 SHORING, SHEETING AND BRACING INSTALLATION
A. General: Provide safe working conditions, to prevent shifting of material, to prevent
damage to structures or other work, to avoid delay to the work, all in accordance with
applicable safety and health regulations. Properly shore, sheet, and brace all
excavations which are not cut back to the proper slope and where shown. Meet the
general trenching requirements of the applicable safety and health regulations for the
minimum shoring, sheeting and bracing for trench excavations.
1. CONTRACTOR's Responsibility: Sole responsibility for the design, methods of
installation, and adequacy of the shoring, sheeting and bracing.
B. Arrange shoring, sheeting and bracing so as not to place any strain on portions of
completed work until the general construction has proceeded far enough to provide
ample strength.
C. If ENGINEER is of the opinion that at any point the shoring, sheeting or bracing are
inadequate or unsuited for the purpose, resubmission of design calculations and
working drawings for that point may be ordered, taking into consideration the
observed field conditions. If the new calculations show the need for additional
shoring, sheeting and bracing, it should be installed immediately.
D. Monitoring: Periodically monitor horizontal and vertical deflections of sheeting. Submit
these measurements for review.
E. Accurately locate all underground utilities and take the required measures necessary
to protect them from damage. Keep all underground utilities in service at all times as
specified in Division 1.
F. Driven Sheeting: Drive tight sheet piling in that portion of any excavation in paved or
surface streets City collector and arterial streets and in State and County highways
below the intersection of a one-on-one slope line from the nearest face of the
excavation to the edge of the existing pavement or surface.
G. Sheeting Depth: In general drive or place sheeting for pipelines to a depth at
elevation equal to the top of the pipe as approved.
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SHORING, SHEETiNG AND BRACING
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'i
1. If it is necessary to drive sheeting below that elevation in order to obtain a dry
trench or satisfactory working conditions, cut the sheeting off at the top of the
pipe and leave in place sheeting below the top of the pipe.
2. Do not cut the sheeting until backfill has been placed and compacted to the
top of the pipe.
H. Sheeting Removal: In general, remove sheeting and bracing above the top of the pipe
as the excavation is refilled in a manner to avoid the caving in of the bank or
disturbance to adjacent areas or structures. Remove sheeting as backfilling
progresses so that the sides are always supported or when removal would not
endanger the construction of adjacent structures. When required to eliminate
excessive trench width or other damages, shoring or bracing shall be left in place and
the top cut off at an elevation 2.5 feet below finished grade, unless otherwise
directed.
1. Carefully fill voids left by the withdrawal of the sheeting by jetting, ramming or
otherwise.
2. No separate payment will be made for filling of such voids.
END OF SECTION
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Section 02151
SHORING, SHEETING AND BRACING
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SECTION 02210
PIPE ABANDONMENT
PART1 GENERAL
1.1 SUMMARY
A. Section Includes: Abandonment of piping and appurtenances, wholly or in part, as
required to complete Work as shown on the Drawings and specified in the Section.
B. Related Work Specified in Other Sections Includes:
1. Section 01045 - Connection to Existing Systems
2. Section 02222 - Excavation - Earth and Rock
3. Section 02223 - Backfilling
4. Section 03310 - Concrete, Masonry, Mortar and Grout
1.2 SUBMITTALS
A. General: Provide all submittals, including the following, as specified in Division 1.
B. Submit the following:
1. Proposed methods for pipe abandonment;
2. Equipment proposed to be used to do pipe abandonment work;
3. Resume of pipe grouting subcontractor;
4. Pipe abandonment schedule/sequence.
C. If a detour is required, submit a traffic control plan for approval to Water Operations
Manager and/or the Florida Department of Transportation as described in Section
01570.
1.3 SITE CONDITIONS
A. General
1. Prior to any work, a proper and approved maintenance of traffic plan (MOT)
shall be submitted to the ENGINEER and the COUNTY.
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PIPE REMOVAL AND ABANDONMENT
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2. Execute pipe abandonment so that there is no injury to persons or damage to
adjacent buildings, structures, equipment, materials, piping, wiring, pavement,
fences, trees, guardrails, and other adjacent improvements. Execute demolition
and abandonment so that access to facilities that are in operation and to
residences and businesses is free and safe.
3. Execute pipe abandonment so that interference to vehicular traffic and
personnel traffic does not exceed scheduled interference. Do not place rubble,
excavation, piping, or other materials removed on roadways, drives, or
sidewalks that are to remain in service.
PART 2 PRODUCTS
2.1 TEMPORARY MATERIALS
A. Provide temporary fencing, barricades, barriers, piping, valves, pumps, power and
controls, and water necessary to meet the requirements of this Section.
B. Temporary fencing, barricades, barriers, and enclosures shall be suitable to the
purpose intended.
2.2 REPAIR AND REPLACEMENT MATERIALS
For repair or replacement of existing facilities or improvements to remain, use
materials identical to, or equal to, materials used in existing work when new.
PART 3 EXECUTION
3.1 GENERAL
A. Conduct pipe abandonment as shown as specified in the Contract Documents.
B. Conduct pipe abandonment so that existing equipment, piping, wiring, structures, and
other improvements to remain are not damaged. Repair or replace equipment, piping,
wiring, structures, and other improvements damaged at no additional cost to the
County.
C. Do not remove equipment, piping, wiring, structures, or other improvements not
shown or specified to be removed. If equipment, piping, wiring, structures, or other
improvements not shown or specified to be removed is removed, replace equipment,
piping, wiring, structures, or other improvements at no additional cost to the County.
3.2 DISCONNECTIONS
A. Prior to starting pipe removal or abandonment, check underground and exposed
existing utilities, piping, and equipment within the limits of pipe removal or
abandonment. Prior to starting, check underground and exposed existing utilities,
piping connected to and associated with existing pipe to be removed or abandoned.
Verify ihe foiiowing:
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PIPE REMOVAL AND ABANDONMENT
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1. Piping is inactive (abandoned);
2. Other utilities which may be in conflict have been permanently or temporarily
disconnected, if required:
B. Do not proceed with salvage or demolition if piping is active or utilities have not been
disconnected.
3.3 ABANDONMENT
A. The Contractor shall, as described on the Drawings and as may be directed by the
County, abandon in place the following existing utility improvements:
1. All existing 6-in water mains that are designated to be abandoned shall be filled
with grout and abandoned in place. Refer to Section 03310- Concrete, Masonry
Mortar and Grout. All 2-in and 3-in water mains shall be abandoned in place.
B. Appurtenances: All water hydrants, ARV valves and other appurtenances on
abandoned lines shall be removed from the main and the fitting at the main shall be
capped or plugged. All valves shall have the valve box, pad and operator removed,
with the valve left in the open position unless specifically noted otherwise.
C. Preparation:
1. The County shall be notified at least 72 hours in advance of grouting operations.
2. Bulkheads shall be spaced at intervals of not more than 1,000 feet. If the line to
be abandoned is longer, bulkheads shall be inserted in the pipe to maintain the
required maximum spacing between bulkheads.
3. Temporary vents shall be installed in the line to be filled at a maximum spacing of
150 ft. The vents shall be capable of being capped to allow further grouting
operations.
D. Equipment:
1. The materials shall be mixed or delivered in equipment of sufficient size and
capacity to provide the desired amount of grout material for each stage in a single
operation. The equipment shall be capable of mixing the grout at densities
required for the approved procedure and shall also be capable of changing
density as dictated by field conditions any time during the grouting operation.
2. Mixers and Pumps - The grout shall be delivered to the injection point at a steady
pressure with a non-pulsating centrifugal or triplex pump. Means shall be provided
to increase or decrease the water-cement ratio. The system shall mix the grout to
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Section 02210
PIPE REMOVAL AND ABANDONMENT
Page 3 of 6
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a homogeneous consistency. Means of accurately measuring grout component
quantities, pumping pressures, and volumes pumped shall be provided.
3. Pressure Gauges - CONTRACTOR shall provide one pressure gauge at the point
of injection and one pressure gauge at the grout pump. Grouting shall not proceed
without appropriate calibrated gauges in place and in working order. Pressure
gauges shall be equipped with diaphragm seals, have a working range between
1.5 to 2.0 times the design grout pressure, and have an accuracy within 0.5
percent of full range. Pressure gauges shall be instrument oil filled and attached
to a saddle-type diaphragm seal to prevent clogging with grout.
E. Grouting:
Once grouting operations begin, grouting shall proceed uninterrupted from bulkhead
to bulkhead. Grout placement shall not be terminated until both of the following
conditions have been met, unless otherwise approved by the County: a) The
estimated volume of grout to fill the line has been injected; and, b) grout has been
expelled from the furthest vent or bulkhead. Bulkheads and temporary vents shall not
be removed until the grout has set.
F. Testing and Sampling:
1. Take four test specimens for each 50 cubic yards of grout or for each four hours
of placing.
2. Test in accordance with ASTM C109 except:
a. The specimens shall be 3 inch by 6 inch cylinders covered after casting to
prevent damage and loss of moisture. Moist cure specimens for a period
up to 7 days prior to a 28-day compressive strength test.
b. Do not oven dry specimens that are load tested. Specimens may be tested
at any age to monitor compressive strength. The material may require
special handling and testing techniques.
G. The CONTRACTOR may remove the pipe in accordance with the Paragraph 3.04 in
lieu of abandonment if acceptable to the County. Such removal, however, will be paid
at the same price for pipe abandonment.
H. All work under this Section shall comply with City, County, State and Federal
regulations.
3.4 REMOVAL AND DISPOSAL
A. The Contractor shall, as described on the Drawings or as may be directed by the
County, remove the following existing utility improvements:
1. All existing water mains and services along with their appurtenances that are not
designated to be abandoned in place.
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PIPE REMOVAL AND ABANDONMENT
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B. The pipe removal and disposal shall include all valves, fittings, hydrants and
appurtenances.
3.5 SALVAGE OF EQUIPMENT, PIPING, AND MATERIALS
A. Remove items as directed by the Water Operations Manager to remain the property
of the COUNTY. Do not damage equipment, piping, and materials to be salvaged.
B. Following removal or equipment, piping, and materials to be salvaged, place
equipment, piping, and materials in a location within the COUNTY limits as
designated by the Water Operations Manager.
3.6 REPAIRS
Repair structural elements, equipment, piping, conduit, and other improvements to
remain that are damaged during demolition. Use workers specifically qualified in
trade, or trades, involved to repair damaged work.
3.7 DISPOSAL
A. Remove and dispose of all equipment, piping, and materials from the jobsite not
specifically designated to be retained by the County.
B Contractor shall not accumulate or store debris from demolition on the project site.
C. The disposal of the piping and appurtenances shall be in accordance with County,
State and Federal laws.
3.8 BACKFilLING
A. Backfill excavations, trenches, and pits resulting from abandonment and removal
according to Section 02223 - Backfilling.
B. Backfill of the pipe trenches shall be according to the County details for pipe trench
backfill. Pipe trenches for removed pipes that were within 3 horizontal feet of the edge
of pavement shall be backfilled according to the detail for the type of roadway.
3.9 CLEANUP AND CLOSURE
A. Following pipe abandonment or removal, clean-up areas where other work is to be
done as specified in this Section, or Sections applicable to work to be done.
B. Following pipe abandonment or removal, clean-up areas where no other work is to
be done under this Contract. Remove debris and rubbish, temporary facilities, and
equipment. Level surface irregularities to eliminate depressions. Leave work in a neat
and presentable condition.
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Section 02210
PIPE REMOVAL AND ABANDONMENT
Page 5 of 6
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C. In locations where a pipe to be abandoned or removed connects to a pipe that
remains in service, the Contractor shall install a suitable cap or plug on the end of the
active pipe.
END OF SECTION
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Section 02210
PIPE REMOVAL AND ABANDONMENT
Page 6 of 6
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SECTION 02222
EXCAVATION -EARTH AND ROCK
PART 1 GENERAL
1.1 SUMMARY
A. Section Includes: Requirements for performing opencut excavations to the widths and
depths necessary for constructing structures and pipelines, including excavation of
any material necessary for any purpose pertinent to the construction of the Work.
B. Related Work Specified In Other Sections Includes:
1. Section 02110 - Site Clearing
2. Section 02151 - Shoring, Sheeting and Bracing
3. Section 02223 Backfilling
4. Section 02530 Groundwater Control for Open Cut Excavation
5. Section 03310 Concrete, Masonry, Mortar and Grout
1.2 DEFINITIONS
A. Earth: "Earth" includes all materials which, in the opinion of the ENGINEER, do not
require blasting, barring, wedging or special impact tools for their removal from their
original beds, and removal of which can be completed using standard excavating
equipment. Specifically excluded are all ledge and bedrock and boulders or pieces of
masonry larger than one cubic yard in volume.
B. Rock: "Rock" includes all materials which, in the opinion of the ENGINEER, require
blasting, barring, wedging and/or special impact tools such as jack hammers,
sledges. chisels, or similar devices specifically designed for use in cutting or breaking
rock for removal from their original beds and which have compressive strengths in
their natural undisturbed state in excess of 300 psi. Boulders or masonry larger than
one cubic yard in volume are classed as rock excavation.
1.3 SUBMITTALS
A. General: Provide all submittals, including the following, as specified in Division 1.
B. Engage the services of a Professional Engineer who is registered in the State of
Florida to design all cofferdam and sheeting and bracing systems which the
CONTRACTOR feels necessary for the execution of his work. Submit to the
ENGINEER a signed statement that he has been employed by the CONTRACTOR to
design all sheeting and bracing systems. After the systems have been instailed,
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Section 02222
EXCAVATION EARTH AND ROCK
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furnish to the ENGINEER an additional signed statement that the cofferdams and
sheeting and bracing systems have been installed in accordance with his design.
C. If a detour is required, submit a traffic control plan for approval to Water Operations
Manager and/or the Florida Department of Transportation as described in Section
01570.
1.4 SITE CONDITIONS
A. Geotechnical Investigation: A geotechnical investigation may have been prepared by
the COUNTY and ENGINEER in preparing the Contract Documents.
1. The geotechnical investigation report may be examined for what ever value it
may be considered to be worth. However, this information is not guaranteed
as to its accuracy or completeness.
2. The geotechnical investigation report is not part of the Contract Documents.
B. Actual Conditions: Make any geotechnical investigations deemed necessary to
determine actual site conditions.
C. Underground Utilities: Locate and identify all existing underground utilities prior to the
commencement of Work.
D. Quality and Quantity: Make any other investigations and determinations necessary to
determine the quality and quantities of earth and rock and the methods to be used to
excavate these materials.
PART 2 PRODUCTS
Not Used
PART 3 EXECUTION
3.1 GENERAL
A. Clearing: Clear open-cut excavation sites of obstructions preparatory to excavation.
Clearing in accordance with Section 02110, includes removal and disposal of
vegetation, trees, stumps, roots and bushes, except those specified to be protected
during trench excavation.
B. Banks: Shore or slope banks to the angle of repose to prevent slides or cave-ins in
accordance with Section 02151.
C. Safety: Whenever an excavation site or trench is left unattended by the
CONTRACTOR or when an area is not within 100 feet of observation by the
CONTRACTOR, the excavation site or trench shall be filled and/or, at the Countys
Manager or designee discretion, protected by other means to prevent accidental or
unauthorized entry. Include barricades and other protection devices requested by the
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EXCAVATION EARTH AND ROCK
Page 2 of 8
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ENGINEER or Water Operations Manager, including temporary fencing, snow
fencing, or temporary "structure" tape. Such safety items shall not relieve the
CONTRACTOR of any site safety requirements or liabilities established by Federal,
State and local laws and agencies, including OSHA, but is intended as additional
safety measures to protect the general public.
D. Hazardous Materials: If encountered, take care of hazardous materials not specifically
shown or noted in accordance with Section 01500.
E. During excavation and any site work, take storm water pollution prevention measures
to ensure that water quality criteria are not violated in the receiving water body and all
state and local regulatory requirements are met.
3.2 STRUCTURE EXCAVATION
A. Excavation Size: Provide excavations of sufficient size and only of sufficient size to
permit the Work to be economically and properly constructed in the manner and of
the size specified.
B. Excavation Shape: Shape and dimension the bottom of the excavation in earth or
rock to the shape and dimensions of the underside of the structure or drainage
blanket wherever the nature of the excavated material permits.
C. Compaction: Before placing foundation slabs, footings or backfill, proof roll the bottom
of the excavations to detect soft spots.
1. For accessible areas, proof roll with a ten wheel tandem axle dump truck
loaded to at least 15 tons or similarly loaded construction equipment.
2. For small areas, proof roll with a smooth-faced steel roller filled with water or
sand, or compact with a mechanical tamper.
3. Make one complete coverage, with overlap, of the area.
4. Overexcavate soft zones and replace with compacted select fill.
3.3 TRENCH EXCAVATION
A. Preparation: Properly brace and protect trees, shrubs, poles and other structures
which are to be preserved. Unless shown or specified otherwise, preserve all trees
and large shrubs. Hold damage to the root structure to a minimum. Small shrubs may
be preserved or replaced with equivalent specimens.
B. Adequate Space: Keep the width of trenches to a minimum, however provide
adequate space for workers to place, joint and backfill the pipe properly.
1. The minimum width of the trench shall be equal to at least 3.5 feet or the
outside diameter of the pipe at the joint plus 8-inches for unsheeted trench or
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Section 02222
EXCAVATION EARTH AND ROCK
Page 3 of 8
1 6 C 5 '1
12 inches for sheeted trench, whichever is greater. Conform the trench walls
to OSHA Regulations.
2. In sheeted trenches, measure the clear width of the trench at the level of the
top of the pipe to the inside of the sheeting.
C. Depth:
1. Excavate trenches to a minimum depth of 8 inches, but not more than 12
inches, below the bottom of the pipe so that bedding material can be placed in
the bottom of the trench and shaped to provide a continuous, firm bearing for
pipe barrels and bells.
2. Standard trench grade shall be defined as the bottom surface of the utility to
be constructed or placed within the trench. Trench grade for utilities in rock or
other non-cushioning material shall be defined as additional undercuts
backfilled with crushed stone compacted in 6-inch lifts, below the standard 8-
inches minimum trench undercut. Backfill excavation below trench grade not
ordered in writing by the ENGINEER with acceptable Class I, II or III
embedment material to trench grade and compact to density equal to native
soil.
D. Unstable or Unsuitable Materials: If unstable or unsuitable material is exposed at the
level of the bottom of the trench excavation, excavate the material in accordance with
the subsection headed "Authorized Additional Excavation".
1. Remove material for the full width of the trench and to the depth required to
reach suitable foundation material.
2. When in the judgment of the ENGINEER the unstable or unsuitable material
extends to an excessive depth, the ENGINEER may advise, in writing, the
need for stabilization of the trench bottom with additional select fill material,
crushed stone, washed shell, gravel mat or the need to provide firm support
for the pipe or electrical duct by other suitable methods.
3. Crushed stone, washed shell and gravel shall be as specified in Section
02223.
4. Payment for such trench stabilization will be made under the appropriate
Contract Items or where no such items exist, as a change in the Work.
E. Length of Excavation: Keep the open excavated trench preceding the pipe laying
operation and the unfilled trench, with pipe in place, to a minimum length which
causes the least disturbance. Provide ladders for a means of exit from the trench as
required by applicable safety and health regulations.
F. Excavated Material: Neatly deposit excavated material to be used for backfill at the
sides of the trenches where space is available. Where stockpiling of excavated
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material is required, obtain the sites to be used and maintain operations to provide for
natural drainage and not present an unsightly appearance.
G. Water: Allow no water to rise in the trench excavation until sufficient backfill has been
placed to prevent pipe flotation. Provide trench dewatering in accordance with Section
02530.
3.4 EXCAVATION FOR JACKING AND AUGERING
A. Jacking and Augering Requirements: Allow adequate length in jacking pits to provide
room for the jacking frame, the jacking head, the reaction blocks, the jacks, auger rig,
and the jacking pipe. Provide sufficient pit width to allow ample working space on
each side of the jacking frame. Allow sufficient pit depth such that the invert of the
pipe, when placed on the guide frame, will be at the elevation desired for the
completed line. Tightly sheet the pit and keep it dry at all times.
3.5 ROCK EXCAVATION
A. Rock Excavation: Excavate rock within the boundary lines and grades as shown,
specified or required.
1 . Rock removed from the excavation becomes the property of the
CONTRACTOR. Transport and dispose of excavated rock at an off site
disposal location. Obtain the off site disposal location.
2. Remove all shattered rock and loose pieces.
B. Structure Depths: For cast-in-place structures, excavate the rock only to the bottom of
the structure, foundation slab, or drainage blanket.
C. Trench Width: Maintain a minimum clear width of the trench at the level of the top of
the pipe of the outside diameter of the pipe barrel plus 2 feet, unless otherwise
approved.
D. Trench Depth: For trench excavation in which pipelines are to be placed, excavate
the rock to a minimum depth of 8 inches below the bottom of the pipe or duct
encasement. Provide a cushion of sand or suitable crushed rock. Refill the excavated
space with pipe bedding material in accordance with Section 02223. Include placing,
compacting and shaping pipe bedding material in the appropriate Contract Items.
E. Over-excavated Space: Refill the excavated space in rock below structures, pipelines,
conduits and manholes, which exceeds the specified depths with 2,500 psi concrete,
crushed stone, washed shell, or other material as directed. Include refilling of over-
excavated space in rock as part of the rock excavation.
F. Other Requirements: Follow, where applicable, the requirements of the subsections
on "Trench Excavation" and "Structure Excavation".
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G. Payment: Rock excavation, including placing, compacting and shaping of the select
fill material, will be paid for under the appropriate Contract Items or where no such
items exist, as a change in the Work.
3.6 FINISHED EXCAVATION
A. Finish: Provide a reasonably smooth finished surface for all excavations, which is
uniformly compacted and free from irregular surface changes.
B. Finish Methods: Provide a degree of finish that is ordinarily obtainable from blade-
grade operations and in accordance with Section 02223.
3.7 PROTECTION
A. Traffic and Erosion: Protect newly graded areas from traffic and from erosion.
B. Repair: Repair any settlement or washing away that may occur from any cause, prior
to acceptance. Re-establish grades to the required elevations and slopes.
C. It shall be the CONTRACTORs responsibility to acquaint himself with all existing
conditions and to locate all structures and utilities along the proposed utility alignment
in order to avoid conflicts. Where actual conflicts are unavoidable, coordinate work
with the facility owner and perform work so as to cause as little interference as
possible with the service rendered by the facility disturbed in accordance with Section
01045. Repair and/or replace facilities or structures damaged in the prosecution of
the work immediately, in conformance with current standard practices of the industry,
or according to the direction of the owner of such facility, at the CONTRACTORs
expense.
D. Other Requirements: Conduct all Work in accordance with the environmental
protection requirements specified in Division 1.
3.8 AUTHORIZED ADDITIONAL EXCAVATION
A. Additional Excavation: Carry the excavation to such additional depth and width as
authorized in writing, for the following reasons:
1. In case the materials encountered at the elevations shown are not suitable.
2. In case it is found desirable or necessary to go to an additional depth, or to an
additional depth and width.
B. Refill Materials: Refill such excavated space with either authorized 2500 psi concrete
or compacted select fill material, in compliance with the applicable provisions of
Section 02223.
C. Compaction: Compact fill materials to avoid future settlement. As a minimum, backfill
layers shall not exceed 6-inches in thickness for the full trench width and compaction
shall equal 95% of maximum density, or 98% if under paved area of roadway, as
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EXCAVATION EARTH AND ROCK
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determined by using ASTM D 1557. Perform compaction density tests at all such
backfill areas with spacing not to exceed 100 feet apart and on each 6-inch
compacted layer.
D. Payment: Additional earth excavations so authorized and concrete or select fill
materials authorized for filling such additional excavation and compaction of select fill
materials will be paid for under the appropriate Contract Items or where no such items
exist, as a change in the Work.
3.9 UNAUTHORIZED EXCAVATION
A. Stability: Refill any excavation carried beyond or below the lines and grades shown,
except as specified in the subsection headed "Authorized Additional Excavation", with
such material and in such manner as may be approved in order to provide for the
stability of the various structures.
B. Refill Materials: Refill spaces beneath all manholes, structures, pipelines, or conduits
excavated without authority with 2500 psi concrete or compacted select fill material,
as approved.
C. Payment: Refill for unauthorized excavation will not be measured and no payment will
be made therefore.
3.1 0 SEGREGATION STORAGE AND DISPOSAL OF MATERIAL
A. Stockpiling Suitable Materials: Stockpile topsoil suitable for final grading and
landscaping and excavated material suitable for backfilling or embankments
separately on the site in approved locations.
B. Stockpile Locations: Store excavated and other material a sufficient distance away
from the edge of any excavation to prevent its falling or sliding back into the
excavation and to prevent collapse of the wall of the excavation. Provide not less than
2 feet clear space between the top of any stockpile and other material and the edge
of any excavation.
C. Excess Materials: Be responsible for transport and disposal of surplus excavated
material and excavated material unsuitable for backfilling or embankments at an off
site disposal location secured by the CONTRACTOR.
3.11 REMOVAL OF WATER
A. Water Removal: At all times during the excavation period and until completion and
acceptance of the WORK at final inspection, provide ample means and equipment
with which to remove promptly and dispose of properly all water entering any
excavation or other parts of the WORK.
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B. Dry Excavations; Keep the excavation dry, in accordance with Section 02530.
C. Water Contact: Allow no water to rise over or come in contact with masonry and
concrete until the concrete and mortar have attained a set and, in any event, not
sooner than 12 hours after placing the masonry or concrete.
D. Discharge of Water: Dispose of water pumped or drained from the Work in a safe and
suitable manner without damage to adjacent property or streets or to other work
under construction.
E. Protection: Provide adequate protection for water discharged onto streets. Protect the
street surface at the point of discharge.
F. Sanitary Sewers: Discharge no water into sanitary sewers.
G. Storm Sewers; Discharge no water containing settleable solids into storm sewers.
H. Repair: Promptly repair any and all damage caused by dewatering the Work.
END OF SECTION
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EXCAVATION EARTH AND ROCK
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SECTION 02223
BACKFILLING
PART1 GENERAL
1.1 SUMMARY
A. General Requirements: Backfill all excavation to the original surface of the ground or
to such other grades as may be shown or required. For areas to be covered by
topsoil, leave or stop backfill (12) inches below the finished grade. Obtain approval for
the time elapsing before backfilling against masonry structures. Remove from all
backfill, any compressible, putrescible, or destructible rubbish and refuse and all
lumber and braces from the excavated space before backfilling is started. Leave
sheeting and bracing in place or remove as the work progresses.
B. Equipment Limitations: Do not permit construction equipment used to backfill to travel
against and over cast-in-place concrete structures until the specified concrete
strength has been obtained, as verified by concrete test cylinders. In special cases
where conditions warrant, the above restriction may be modified providing the
concrete has gained sufficient strength, as determined from test cylinders, to satisfy
design requirements for the removal of forms and the application of load.
C. Related Work Specified In Other Sections Includes:
1. Section 02110 - Site Clearing
2. Section 02222 Excavation Earth and Rock
1.2 REFERENCES
A. Codes and standards referred to in this Section are:
1. ASTM D 1557 -Standard Test Methods for Moisture-Density Relations of Soil
and Soil-Aggregate Mixtures Using 10 Ib Rammer and 18 in Drop
PART 2 PRODUCTS
2.1 BACKFILL MATERIAL - GENERAL
A. General: Refer to Utilities Standards and Procedures Ordinance Section 9.1.2 for
laying and backfilling requirements. Backfill with sound materials, free from waste,
organic matter, rubbish, boggy or other unsuitable materials. Acceptable backfill shall
not contain rocks or stones larger than 2 inches in size.
B. General Materials Requirements: Conform materials used for backfilling to the
requirements specified. Follow common fill requirements whenever drainage or select
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~
.~
fill is not specified. Determine and obtain the approval of the appropriate test method
where more than one compaction test method is specified.
C. Classification of Approved Embedment Materials: Embedment materials listed here
include a number of processed materials plus the soil types defined according to the
Unified Soil Classification System (USCS) in ASTM D2487. These materials are
grouped into 5 broad categories according to their suitability for this application.
1. Class I: Angular, 0.25 inch to 1.5 inch (6 to 40 mm) graded stone, including a
number of fill materials that have regional significance such as coral, slag,
cinders, crushed shells and crushed stone. (Note: The size range and
resulting high void ratio of Class I material makes it suitable for use to dewater
trenches during pipe installation. This permeable characteristic dictates that its
use be limited to locations where pipe support will not be lost by migration of
fine grained natural material from the trench walls and bottom or migration of
other embedment materials into the Class I material. When such migration is
possible, the material's minimum size range should be reduced to finer than
0.25 inch (6 mm) and the gradation properly designed to limit the size of the
voids. An alternative to modifying the gradation is to use a geotextile fabric as
a barrier to migration to fines.)
2. Class II: Coarse sands and gravels with maximum particle size of 1.5 inches
(40 mm), including variously graded sands and gravels containing small
percentages of fines, generally granular and non-cohesive, either wet or dry.
Soil Types GW, GP, SW and SP are included in this class. (Note: Sands and
gravels, which are clean or borderline between clean and with fines, should be
included. Coarse-grained soils with less than 12 percent, but more than 5
percent fines are neglected in ASTM D2487 and the USCS, but should be
included. The gradation of Class II material influences its density and pipe
support strength when loosely placed. The gradation of Class II material may
be critical to the pipe support and stabiiity of the foundation and embedment, if
the material is imported and is not native to the trench excavation. A gradation
other than well graded, such as uniformly graded or gap graded, may permit
loss of support by migration into void spaces of a finer grained natural material
from the trench wall and bottom. An alternative to modifying the gradation is to
use a geotextile fabric as a barrier to migration of fines.)
3. Class III: Fine sand and clayey (clay filled) gravels, including fine sands, sand-
clay mixtures and gravel-clay mixtures. Soil Types GM, GC, SM and SC are
included in this class.
4. Class IV: Silt. silty clays and clays, including inorganic clays and silts of
medium to high plasticity and liquid limits. Soil Types MH, ML, CH and CL are
included in this class. (Note: Use caution in the design and selection of the
degree and method of compaction for Class IV soils because of the difficulty in
properly controlling the moisture content under field conditions. Some Class IV
soils with medium to high plasticity and with liquid limits greater than 50
percent (CH, MH, CH-MH) exhibit reduced strength when wet and should only
be used for bedding, haunching and initial backfill in arid locations where the
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BACKFILLING
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pipe embedment will not be saturated by groundwater, rainfall or exfiltration
from the pipe. Class IV soils with low to medium plasticity and with liquid limits
lower than 50 percent (CL, Ml, CL-ML) also require careful consideration in
design and installation to control moisture content, but need not be restricted
in use to arid locations.)
5. Class V: This class includes the organic soils OL, OH and PT as well as soils
containing frozen earth, debris, rocks larger than 1.5 inches (40 mm) in
diameter and other foreign materials. Do not use these materials for bedding,
haunching or backfill.
2.2 SELECT FILL
A. Materials for Select Fill: Use clean gravel, crushed stone, washed shell, or other
granular or similar material as approved which can be readily and thoroughly
compacted to 95 percent of the maximum dry density obtainable by ASTM D 1557.
1. Allowed Materials: Grade select fill between the following limits:
U.S. Standard Percent Passing
Sieve By Weight
2 inch 100
1-1/2 inch 90-100
1 inch 75-95
1/2 inch 45-70
#4 25-50
#10 15-40
#200 5-15
2. Unallowed Materials: Very fine sand, uniformly graded sands and gravels,
sand and silt, soft earth, or other materials that have a tendency to flow under
pressure when wet are unacceptable as select fill.
2.3 COMMON FilL
A. Materials for Common Fill: Material from on-site excavation may be used as common
fill provided that it can be readily compacted to 90 percent of the maximum dry
density obtainable by ASTM D 1557, and does not contain unsuitable material. Select
fill may be used as common fill at no change in the Contract Price.
B. Granular Materials On-Site: Granular on-site material, which is fairly well graded
between the following limits may be used as granular common fill:
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Section 02223
BACKFILLING
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U.S. Standard
Sieve
2 inch
#10
#60
#200
Percent Passing
By Weight
100
50-1 00
20-90
0-20
C. Cohesive Materials On-Site: Cohesive site material may be used as common fill.
1. The gradation requirements do not apply to cohesive common fill.
2. Use material having a liquid limit less than or equal to 40 and a plasticity index
less than or equal to 20.
D, Material Approval: All material used as common fill is subject to approval. If there is
insufficient on-site material, import whatever additional off-site material is required
which conforms to the specifications and at no additional cost.
2.4 UTILITY PIPE BEDDING
A. Gradation for Small Piping: For pipe 18 inches or less in diameter, use pipe bedding
of material 90 percent of which will be retained on a NO.8 sieve and 100 percent of
which will pass a 1/2-inch sieve and be well graded between those limits.
B. Gradation for Large Piping: For pipe larger than 18 inches in diameter, use the same
pipe bedding material as specified for smaller pipe or use a similar well graded
material 90 percent of which will be retained on a NO.8 sieve and 100 percent of
which will pass a 1-inch sieve.
C. Provide a minimum of six (6) inches bedding material under all gravity sewer piping.
In areas where poor soil conditions or rock exist, provide a minimum of six (6) inches
of pipe bedding material under water or force main pressure pipe.
PART 3 EXECUTION
3.1 PRECAST MANHOLE BEDDING (not used)
3.2 PIPE BEDDING AND INITIAL BACKFILL
A. Placement: Place backfill for initial pipe backfill from top of bedding to 1 foot over top
of pipes in uniform layers not greater than 8 inches in loose thickness. Tamp under
pipe haunches and thoroughly compact in place the backfill with suitable mechanical
or pneumatic tools to not less than 98 percent of the maximum dry density as
determined by ASTM D 1557.
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B. Foundation Bedding: Place bedding, to a depth specified by the Water Operations
Manager, as a foundation in wet, yielding or mucky locations. Construct foundation
bedding by removal of the wet, yielding or mucky material and replacement with
sufficient Class I material to correct soil instability.
C. Stone Placement: Do not place large stone fragments in the pipe bedding or backfill
within 2 feet over or around pipelines, or nearer than 2 feet at any point from any
casing pipe, conduit or concrete wall.
D. Machine Compaction: Machine Compaction of initial backfill is prohibited unless
adequate cover as deemed by the Water Operations Manager is provided. In no case
shall adequate cover be less than 12 inches.
E. Unallowed Materials: Pipe bedding containing very fine sand, uniformly graded sands
and gravels, sand and silt, soft earth, or other materials that have a tendency to flow
under pressure when wet is unacceptable.
3.3 TRENCH BACKFILL
A. General: Backfill trenches from 1 foot over the top of the pipe, from the top of
electrical duct bedding or as shown to the bottom of pavement base course, subgrade
for lawns or lawn replacement, to the top of the existing ground surface or to such
other grades as may be shown or required.
B. Materials: All backfill material shall be acceptable dry materials, and shall be free from
cinders, ashes, refuse, vegetable or organic material, boulders, rocks, or stones, or
other deleterious material which in the opinion of the Water Operations Manager is
unsuitable.
C. Depth of Placement - Place trench backfill in uniform layers not greater than 12
inches in loose thickness and that can be thoroughly compacted in place using
suitable mechanical or pneumatic equipment to not less than 98 percent of the
maximum dry density as determined by ASTM D 1557.
D. Depth of Placement -Undeveloped Areas: In nondeveloped areas and where select fill
material or hand-placed backfill are not specified or required, place suitable job-
excavated material or other approved backfill in lifts not exceeding 12 inches in loose
thickness. Lifts of greater thickness may be permitted by the Water Operations
Manager if the CONTRACTOR demonstrates compliance with required densities. .
When the trench is full, consolidate the backfill by jetting, spading, or tamping to
ensure complete filling of the excavation. Mound the top of the trench approximately
12 inches to allow for consolidation of backfill.
E. Compaction: Compact backfill as a percentage of the maximum density at optimum
moisture content as determined by the standard proctor test, ASTM
D698 as demonstrated in the following table:
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Section 02223
BACKFILLING
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Area
(Mod.) ASTM
D1557
98
98
98
98
98
98
98
Around and l' (min) above top of pipe
Remaining Trench
Pavement Sub-Grade and Shoulders (Last 3'
of Fill)
Base Material and Pavement
Adjecent to Structures (Areas Not Paved)
Under Structures
Sub-Base
F. Density Tests: Density tests will be made at the request of the Water Operations
Manager. Deficiencies will be corrected at the expense of the CONTRACTOR.
G. Dropping of Material on Work: Do trench backfilling work in such a way as to prevent
dropping material directly on top of any conduit or pipe through any great vertical
distance.
H. Distribution of Large Materials: Break lumps up and distribute any stones, pieces of
crushed rock or lumps which cannot be readily broken up, throughout the mass so
that all interstices are solidly filled with fine material.
3.4 STRUCTURE BACKFILL
A. Use crushed stone underneath all structures, and adjacent to structures where pipes,
connections and structural foundations are to be located within this fill. Use crushed
stone beneath all pavements, walkways, and railroad tracks, and extend to the
bottom of pavement base course or ballast.
1. Place backfill in uniform layers not greater than 8 inches in loose thickness
and thoroughly compact in place with suitable approved mechanical or
pneumatic equipment.
2. Compact backfill to not less than 95 percent of the maximum dry density as
determined by ASTM D 1557.
B. Use of Common Fill: Use common granular fill adjacent to structures in all areas not
specified above. Select fill may be used in place of common granular fill at no
additional cost.
1. Extend such backfill from the bottom of the excavation or top of bedding to the
bottom of subgrade for lawns or lawn replacement, the top of previously
existing ground surface or to such other grades as may be shown or required.
2. Place backfill in uniform layers not greater than 8 inches in loose thickness
and thoroughly compact in place with suitable equipment, as specified above.
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BACKFilLING
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3. Compact backfill to not less than 90 percent of the maximum dry density as
determined by ASTM D 1557.
3.5 COMPACTION EQUIPMENT
A. Equipment and Methods: Carry out all compaction with suitable approved equipment
and methods.
1. Compact clay and other cohesive material with sheep's-foot rollers or similar
equipment where practicable. Use hand held pneumatic tampers elsewhere
for compaction of cohesive fill material.
2. Compact low cohesive soils with pneumatic-tire rollers or large vibratory
equipment where practicable. Use small vibratory equipment elsewhere for
compaction of cohesionless fill material.
3. Do not use heavy compaction equipment over pipelines or other structures,
unless the depth of fill is sufficient to adequately distribute the load.
3.6 FINISH GRADING
A. Final Contours: Perform finish grading in accordance with the completed contour
elevations and grades shown and blend into conformation with remaining natural
ground surfaces.
1. Leave all finished grading surfaces smooth and firm to drain.
2. Bring finish grades to elevations within plus or minus 0.10 foot of elevations or
contours shown.
B. Surface Drainage: Perform grading outside of building or structure lines in a manner
to prevent accumulation of water within the area. Where necessary or where shown,
extend finish grading to ensure that water will be carried to drainage ditches, and the
site area left smooth and free from depressions holding water.
3.7 RESPONSIBILITY FOR AFTERSETTLEMENT
A. Aftersettlement Responsibility: Take responsibility for correcting any depression
which may develop in backfilled areas from settlement within one year after the work
is fully completed. Provide, as needed, backfill material, pavement base replacement,
permanent pavement, sidewalk, curb and driveway repair or replacement, and lawn
replacement, and perform the necessary reconditioning and restoration work to bring
such depressed areas to proper grade as approved.
3.8 INSPECTION AND TESTING OF BACKFILLING
A. Sampling and Testing: Provide sampling, testing, and laboratory methods in
accordance with the appropriate ASTM Standard Specification. Subject all backfill to
these tests.
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B. Correction of Work: Correct any areas of unsatisfactory compaction by removal and
replacement, or by scarifying, aerating or sprinkling as needed and recompaction in
place prior to placement of a new lift.
C. Testing Schedule:
1. Compaction Schedule
2. Optimum Moisture Content (Proctor Test)
END OF SECTION
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Section 02223
BACKFilLING
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SECTION 02230
ROADWAY CROSSINGS BY OPEN CUT
PART 1 GENERAL
1.1 SCOPE OF WORK
Provide all labor, materials, equipment, supervision and incidentals required to install
the pipeline as shown on the Drawings in Collier County Streets by method of open
cut.
Note: Open cutting of existing pavement will generally not be allowed, but may be
considered under one or more of the following conditions:
1. Subsurface obstructions including rock;
2. Extreme high water table;
3. Limited space for jack and bore pits;
4. Condition of roadway surface - including imminent resurfacing and rebuilding,
provided inspection and approval beforehand is made by the affected
Transportation Department; or
5. Extreme economic hardship is proven with adequate supportive data.
1.2 SUBMITTAL
A. Submit shop drawings to the ENGINEER for review.
B. Before starting work, submit to the Collier County Department of Transportation, with
copy to the ENGINEER, a detailed schedule of his operations a minimum of fourteen
(14) days prior to beginning work for approval. This shall include, but not be limited to,
type and extent of temporary paving, and drawings and lists describing materials and
traffic control methods to be used. Approval shall not relieve the CONTRACTOR of
his obligation to provide a safe and proper crossing.
C. If a detour is required, submit a traffic control plan for approval to Collier County.
D. Submit a plan for maintenance of traffic in accordance with Index 600 through 650 of
the Florida Department of Transportation Specifications.
PART 2 PRODUCTS
2.1 MATERIALS
A. Use materials specified in other applicable portions of this Specification.
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ROADWAY CROSSING BY OPEN CUT
Page 1 of 3
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PART 3 EXECUTION
3.1 GENERAL
A. Trench dimensions for open cutting of road crossings are shown on the Standard
Details.
B. Where possible, limit the completion of the open-cut road crossing to a 24-hour
period. Perform all work in accordance with the approved traffic control plan.
C. Notify Collier County DOT forty-eight (48) hours in advance of starting construction.
3.2 INSTALLATION
A. Temporary Roadways (not used)
B. Maintenance of Traffic
1. The requirements specified herein are in addition to the plan for Maintenance
of Traffic as specified in Section 01570.
2. Furnish during construction and any subsequent maintenance within State
secondary road right-of-ways and Collier County streets, proper signs, signal
lights, flagmen, and other warning devices for the protection of traffic all in
conformance with the latest Manual on Uniform Traffic Control and Safe
Streets and Hiahwavs, and the Florida Manual of Traffic Control and Safe
Practices for Street and Hiahwav Construction. Maintenance and Utilitv
Operations. Information as to the above may be obtained from FDOT Division
engineers. The ENGINEER, County Engineer, or FDOT Manager of the right-
of-way of their representatives reserves the right to stop any work for non-
compliance.
3. Take precautions to prevent injury to the public due to open trenches. Night
watchmen may be required where special hazards exist, or police protection
provided for traffic while work is in progress. Be fully responsible for damage
or injuries whether or not police protection has been provided.
4. Unless permission to close a County street is received in writing from the
proper authority, place all excavated material so that vehicular and pedestrian
traffic may be maintained at all times. Repair the road surface, provide
temporary ways, erect wheel guards or fences, or take other measures for
safety satisfactory to the ENGINEER if the CONTRACTOR's operations cause
traffic hazards.
5. Be fully responsible for the installation of adequate safety precautions, for
maintenance of the channelization devices, and for the protection of the
traveling public.
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ROADWAY CROSSING BY OPEN CUT
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6. Maintain at all open cut crossings, a minimum of one-way traffic during the
daylight hours, and two-way traffic at night.
C. Installation of Pipeline
1. Meet the requirements of the applicable portions of this specification for
pavement removal, sheeting, shoring and bracing, excavation and backfill,
and dewatering.
2. Install the pipe in accordance with Division 2 of these Specifications.
3. Backfill the trench in accordance with the requirements of Section 02221.
4. Replace pavement in accordance with Section 02575 of this Specification.
END OF SECTION
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Section 02230
ROADWAY CROSSING BY OPEN CUT
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16 C51
SECTION 02275
NPDES REQUIREMENTS
FOR CONSTRUCTION ACTIVITIES IMPACTING MORE THAN ONE ACRE
PART 1 GENERAL
1.1 DESCRIPTION
A. This Section describes the required documentation to be prepared and signed by the
CONTRACTOR before conducting construction operations, in accordance with the
terms and conditions of the National Pollutant Discharge Elimination System
(NPDES) Storm water Permit, as required by Florida Administrative Code (FAC.)
Chapter 62-621.
B. The CONTRACTOR shall be for responsible for implementation, maintenance and
inspection of stormwater pollution prevention control measures in accordance with
FAC. Chapter 62-621 including, but not limited to, erosion and sediment control,
stormwater management plans, waste collection and disposal, off-site vehicle
tracking, and other practices noted on the Drawings and/or specified elsewhere in this
or other specifications. The storm water pollution prevention control measures shall
include protection of offsite public and private stormsewer facilities potentially
impacted during construction. Stormwater facilities include streets, inlets, pipes,
ditches, swales, canals, culverts, control structures, and detention/retention areas.
C. The CONTRACTOR shall prepare and review implementation of the Stormwater
Pollution Prevention Plan (SWPPP) in a meeting with the Water Operations Manager
prior to start of construction.
1.2 UNIT PRICES
A. Include cost of work to be performed under this Section in "Miscellaneous Work" item
in Bid Schedule
1.3 REFERENCE DOCUMENTS
A. ASTM D3786 Standard Test Method for Hydraulic Bursting Strength for Knitted
Goods and Nonwoven Fabrics
B. ASTM D4632 Standard Test Method for Grab Breaking Load and Elongation of
Geotextiles
PART 2 PRODUCTS
NOT USED
PART 3 EXECUTION
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NPDES REQUIREMENT FOR CONSTRUCTION
ACTIVITIES IMPACTING MORE THAN ONE ACRE
Page 1 of 8
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3.1 NOTICE OF INTENT (NOI)
A. Fill out, sign and date a Notice of Intent to Use Generic Permit for Stormwater
Discharge from Large and Small Construction Activities, (FDEP Form
62621.300(4)(b)). Submit the signed copy of the NOI to the Water Operations
Manager. The Water Operations Manager will submit the completed form to the
FDEP along with the required permit fee.
3.2 CERTIFICATION REQUIREMENTS
A. On the attached OPERATORS INFORMATION form, fill out the name, address and
telephone number for the CONTRACTOR, persons or firms responsible for
maintenance and inspection of erosion and sediment control measures, and all
Subcontractors.
B. The CONTRACTOR and Subcontractors named in the Operators Information form
shall read, sign and date the attached CONTRACTORS/SUBCONTRACTORS
CERTIFICATION form.
C. The persons or firms responsible for maintenance and inspection of erosion and
sediment control measures shall read, sign and date the attached EROSION
CONTROL CONTRACTORS INSPECTION AND MAINTENANCE CERTIFICATION
form.
D. Submit all forms to the County Manager or designee before beginning construction.
3.3 RETENTION OF RECORDS
A. Retain a copy of the SWPPP at the construction site and at the Contractors office
from the date that it became effective to the date of project completion.
B. At project closeout, submit to the Water Operations Manager all NPDES forms and
certifications, as well as a copy of the SWPPP. Stormwater pollution prevention
records will be retained by the Water Operations Manager for a period of three (3)
years from the date of project completion.
3.4 REQUIRED NOTICES
A. The following notices shall be posted from the date that the SWPPP goes into effect
until the date of final site stabilization:
1. A copy of the submitted NOI and a brief project description, as given in the
SWPPP, shall be posted at the construction site and at the CONTRACTORs
office in a prominent place for public viewing.
2. Notice to drivers of equipment and vehicles, instructing them to stop, check
and clean tires of debris and mud before driving onto traffic lanes. Post such
notices at every stabilized construction exit area.
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NPDES REQUIREMENT FOR CONSTRUCTION
ACTIVITIES IMPACTING MORE THAN ONE ACRE
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MaC5 nl
3. Post a notice of waste disposal procedures in an easily visible location on site.
4. Notice of hazardous material handling and emergency procedures shall be
posted with the NOI on site. Keep copies of Material Safety Data Sheets at a
location on site that is know to all personnel.
5. Keep a copy of each signed certification at the construction site and at the
CONTRACTORs office.
REQUIRED FORMS FOLLOW
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Section 02275
NPDES REQUIREMENT FOR CONSTRUCTION
ACTIVITIES IMPACTING MORE THAN ONE ACRE
Page 3 of 8
16C5
OPERATOR'S INFORMATION
Owner's Name and Address:
Contractors' Names and Addresses:
General Contractor:
Telephone:
Site Superintendent:
Telephone:
Erosion Control and Maintenance Inspection:
Telephone:
Subcontractors' Names and Addresses:
Phone:
Collier County Public Utilities Engineering
Department
3301 East Tamiami Trail
Naples, FL 34201
(239) 530-5335
. Phone:
BE-FT-3785-06-04
012507
Section 02775
NPDES Requirement
Page 4 of 8
16C5<lt
CONTRACTOR'S / SUBCONTRACTOR'S CERTIFICATION
I certify under penalty of law that I understand the terms and conditions of Florida National
Pollutant Discharge Elimination System (NPDES) Construction General Permit that authorizes
storm water discharges associated with activity from the construction site identified as part of this
certification, and that I have received a copy of the SWPPP.
Signature:
Name: (printed or typed)
Title:
Company
Address:
Signature:
Name: (printed or typed)
Title:
Company
Address:
Signature:
Name: (printed or typed)
Title:
Company
Address:
BE-FT -3785-06-04
012507
Section 02775
NPDES Requirement
Page 5 of 8
16C5
EROSION CONTROL CONTRACTOR'S
INSPECTION AND MAINTENANCE CERTIFICATION
I certify under penalty of law that I understand the terms and conditions of Florida National
Pollutant Discharge Elimination System (NPDES) Construction General Permit that authorizes
storm water discharges associated with activity from the construction site identified as part of this
certification, and that I have received a copy of the SWPPP.
Signature:
Name: (printed or typed)
Title:
Company
Address:
Date:
BE-FT -3785-06-04
012507
Section 02775
NPDES Requirement
Page 6 of 8
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END OF SECTION
BE-FT -3785-06-04
012507
Section 02275
NPDES REQUIREMENT FOR CONSTRUCTION
ACTIVITIES IMPACTING MORE THAN ONE ACRE
Page 8 of 8
'6f'5 ~11
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SECTION 02400
RESTORATION BY SODDING OR SEEDING
PART 1 GENERAL
1.1 DESCRIPTION OF REQUIREMENTS
A. The work in this section consists of furnishing all labor, material and equipment to
restore all areas disturbed during construction to match preconstruction conditions.
Establish a stand of grass within the areas disturbed by furnishing and placing grass
sod where required.
1.2 REFERENCE DOCUMENTS
A. Use materials conforming to the requirements of Florida Department of
Transportation Standard Specifications for Road and Bridge Construction as follows:
1. Section 570 - Grassing (by Seeding)
2. Section 575 - Sodding
3. Section 981 - Grassing and Sodding Materials
4. Section 982 - Commercial Fertilizer
5. Section 983 - Water for Grassing
1.3 SUBMITTALS
A. Submit certifications and identification labels for all sodding supplied in accordance
with General Conditions.
PART 2 PRODUCTS
2.1 SODDING
A. Types: Sod may be of either St. Augustine or Argentine Bahia grass or as that
disturbed, as established prior to construction. Use well matted sod with roots. When
replacing sod in areas that are already sodded, use sod of the same type as the
existing sod.
B. Provide sod as required in accordance with Florida Department of Transportation
Specifications 575 and 981. Furnish sod equal to and similar in type as that disturbed.
Place and water in accordance with FDOT Specifications Section 575.
C. Use sod in commercial-size rectangles, preferably 12-inch by 24-inch or larger,
except where 6-inch strip sodding is called for.
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Section 02400
RESTORATION BY SODDDING OR SEEDING
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D. Use sod that is sufficiently thick to secure a dense stand of live grass. Use sod that is
live, fresh and uninjured at the time of planting, having a soil mat of sufficient
thickness adhering firmly to the roots to withstand all necessary handling. It shall be
reasonably free of weeds and other grasses. Plant sod as soon as possible after
being dug, and shade and keep moist from the time it is dug until it is planted.
E. Handle sod in a manner to prevent breaking or other damage. Do not handle by
dumping from trucks or other vehicles. Use care at all times to retain the native soil on
the roots of each sod roll during stripping and handling. Sod that has been damaged
by handling during delivery, storage or installation will be rejected.
F. Swales: Place sod to the proper grade and cross section in all flow areas to ensure
the design flow of water in the ditch. In excavating for the placement of sod, provide a
minimum of 3 inches of undercut.
2.2 FERTILIZER
A. Supply chemical fertilizer in suitable bags with the net weight certification of the
shipment. Fertilizer shall be 12-8-8 and comply with Section 982 of the FDOT
Standard Specification for Road and Bridge Construction.
B. The numerical designations for fertilizer indicate the minimum percentages
(respectively) of (1) total nitrogen, (2) available phosphoric acid and (3) water soluble
potash, contained in the fertilizer.
C. The chemical designation of the fertilizer shall be 12-8-8, with at least 50 percent of
the nitrogen from a nonwater-soluble organic source. The nitrogen source may be a
unreaformaldehyde source provided it is not derived from a waste product of the
plastic industry.
2.3 EQUIPMENT
A. Spread fertilizer uniformly at the specified rate.
2.4 NETTING
A. Netting is fabricated of material similar to Geoscope Landscape Fabric or approved
equal.
2.5 SEEDING
NOT USED.
2.6 TOPSOIL
A. Topsoil stockpiled during excavation may be used. If additional topsoil is required to
replace topsoil removed during construction, it shall be obtained off site at no
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Section 02400
RESTORATION BY SODDDING OR SEEDING
Page 2 of 5
16C5
additional cost to the COUNTY. Topsoil shall be fertile, natural surface soil, capable
of producing all trees, plants, and grassing specified herein.
2.7 MULCH
A. Furnish small grain straw mulch. Apply mulch at a rate of 1.5 tons per acre,
corresponding to a depth not less than 1-inch or more than 3-inches according to
texture and moisture content of mulch material. Apply asphalt emulsion at a rate of
150 gallons per ton of straw to anchor the straw applied.
2.8 WATER
A. It is the CONTRACTORS responsibility to supply all water to the site, as required
during seeding and sodding operations and through the maintenance period and until
the work is accepted. Make whatever arrangements may be necessary to ensure an
adequate supply of water to meet the needs for the work. Furnish all necessary hose,
equipment, attachments, and accessories for the adequate irrigation of lawns and
planted areas as may be required. Water shall be suitable for irrigation and free from
ingredients harmful to plant life.
2.9 SOIL IMPROVEMENTS
A. Apply lime at the rate of 1 to 1.5 tons per acre. Apply 10-10-10 commercial fertilizer at
the rate of 800 pounds per acre and work well into the top inch of topsoil.
PART 3 EXECUTION
3.1 SOD BED PREPARATION
A. Clear areas to be sodded and/or seeded of all rough grass, weeds, and debris, and
bring soil to an even grade.
B. Thoroughly till soil to a minimum 4-inch depth.
C. Bring area to proper grade, free of sticks, stones, or other foreign matter over 1 inch in
diameter or dimension. The surface shall conform to finish grade, less the thickness
of sod, free of water-retaining depressions, the soil friable and of uniformly firm
texture.
3.2 INSPECTION
A. Verify that soil preparation and related preceding work has been completed.
B. Do not start work until conditions are satisfactory.
3.3 SOD HANDLING AND INSTALLATION
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Section 02400
RESTORATION BY SODDDING OR SEEDING
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A. During delivery, prior to planting, and during the planting of sod areas, protect the sod
panels at all times from excessive drying and unnecessary exposure of the roots to
the sun. Stack sod during construction and planting so as not to be damaged by
sweating or excessive heat and moisture.
B. After completion of soil conditioning as specified above, lay sod panels tightly
together so as to make a solid sodded lawn area. On mounds and other slopes, the
long dimension of the sod shall be laid perpendicular to the slope. Immediately
following sod laying, roll the lawn areas with a lawn roller customarily used for such
purposes, and then thoroughly water.
C. Place sod at all areas where sod existed prior to construction, on slopes of 3
horizontal to 1 vertical (3: 1) or greater, in areas where erosion of soils will occur, and
as directed by the ENGINEER. On areas where the sod may slide, due to height and
slope, the ENGINEER may direct that the sod be pegged, with pegs driven through
the sod blocks into firm earth, at suitable intervals.
3.4 USE OF SOD ON ROADWAY PROJECTS
A. In accordance with the FDOT District One Standard Practice, establish permanent
green grass at the completion of roadway construction and maintenance work. The
following shall apply to all restoration involving State or County roadways:
1. Use sod in lieu of seed and mulch on all roadways with urban (raised curb)
typical sections.
2. One inch water per week shall be required for a minimum of four (4)
consecutive weeks for the purpose of establishing sod. This can be waived
during construction, if and only if there is a minimum of one inch of rain per
week on all sod on the project.
3. Placed sod on slopes 1:3 or greater. Stake sod on siopes 1:2 or greater.
4. On all curves with superelevation, place sod from the edge of pavement to the
toe of slope on the downhill side(s) for the entire length of the superelevated
roadway. On multi-lane divided rural facilities, place sod in the median and on
the inside of the curve in the superelevated areas. This does not apply to
reverse crowns.
5. Use sod for all projects with less than 10,000 square yards grass area.
6. On tangent sections and on outside of curves, use sod between the edge of
pavement and a point 4 feet beyond the shoulder break point.
7. The entire width of sod should not exceed 15 feet from the edge of pavement.
8. Sod is to be used to eliminate narrow seed and mulch areas. Sod areas less
than 6 feet in width.
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RESTORATION BY SODDDING OR SEEDING
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9. Place sod around drainage structures as per the standard Indexes and extend
to the edge of pavement.
3.5 SOD MAINTENANCE
A. The sod shall produce a dense, well-established growth. Repair and re-sod all
eroded or bare spots until project acceptance. Repair to sodding shall be
accomplished as in the original work.
B. Perform sufficient watering to maintain adequate moisture for optimum
development of the seeded and sodded areas, and no less than 1.5 inches of
water per week for at least 2 weeks. Thereafter, apply water for a minimum of 60
days as needed until the sod takes root and starts to grow or until final
acceptance, whichever is latest.
3.6 GUARANTEE
A. Guarantee a live and vigorous stand of permanent grass at the time of acceptance of
the work consisting of 80 percent minimum coverage for seeded grass areas with no
bare spots greater than 5 square feet.
3.7 CLEANING
A. Remove debris and excess materials from the project site.
END OF SECTION
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Section 02400
RESTORATION BY SODDDING OR SEEDING
Page 5 of 5
16C5
SECTION 02523
SIDEWALKS, DRIVEWAYS AND CURBS
PART1 GENERAL
1.1 SUMMARY
A. Section Includes: Sidewalks, sidewalk ramps, driveways, curbs and drive
approaches complete with concrete materials, concrete curing compounds, joint
materials, field quality control and appurtenances.
1.2 REFERENCES
A. Reference Standards: Confonm the work for this Section to the applicable portions
of the following standard Specifications.
1. ASTM
2. AASHTO
3. FOOT
4. FAC
5. ADAAG
6. UFAS
SUBMITTALS
American Society of Testing and Materials
American Association of State Highway and
Transportation Officials
Florida Department of Transportation - Standard
Specifications for Road and Bridge Construction.
Florida Accessibility Code.
American with Disabilities Act Accessibility Guidelines
Uniform Federal Accessibility Standards
1.3
A. Reports: Written permission for the use of all local disposal sites Furnish copies to the
ENGINEER.
B. Test Reports:
1. Thickness and Compressive Strength: Provide the ENGINEER with two (2)
certified copies of the test results. Perform the tests by a laboratory approved
by the ENGINEER.
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1.4 JOB CONDITIONS
A. Environmental Requirements:
1. Temperature: Comply with the requirements for concrete installation due to
outside ambient air temperatures as specified under Article 3.3. I of this
Section.
B. Protection:
1. Protection Against Rain: Comply with the requirements for protecting new
work against damage from Rain, as specified under Article 3.3.1 of this
Section.
PART 2 PRODUCTS
2.1 MATERIALS
A. Concrete: Use 2,500-psi concrete except as modified herein.
B. Ready-Mixed Concrete: Use ready-mixed concrete that conforms to ASTM C94,
Alternate 2.
C. Water: Use water for mixing and curing concrete reasonably clean and free from oil,
salt, acid, alkali, chlorides, sugar, vegetable, or other substances injurious to the
finished product. Waters from sources approved by the local Health Department as
potable may be used without test. Test water requiring testing in accordance with the
current Method of Test for Quality of Water to be Used in Concrete, AASHTO T-26.
D. Concrete Curing Compounds: Use white membrane curing compound for curing
concrete that conforms to AASHTO M148, Type 1 clear, or Type 2 while per FDOT
Section 925.
E. Premolded Joint Filler: Use fiber joint filler that conforms to ASTM D1751. Use filler of
the thickness, as specified herein, or as directed by the ENGINEER.
F. Steel Hook Bolts: Use hook bolts that conform to ASTM A706, or for Grade 60 of
ASTM A615, A616, or A617. Use 5/8-inch diameter hook bolts self-tapping.
G. Joint Sealant: Use hot-poured type joint sealant that conforms to ASTM D1190.
PART 3 EXECUTION
3.1 CONTRACTORS VERIFICATION
A. Excavation and Forming: Prior to the installation of any concrete, examine the
excavation and forms for the proper grades, lines, and levels required to receive
the new work. Ascertain that all excavation and compacted subgrades are adequate
to receive the concrete to be installed.
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1. Correct all defects and deficiencies before proceeding with the work.
B. Existing Improvements: Investigate and verify location of existing improvements to
which the new work is to be connected.
1. Making necessary adjustment in line and grade to align the new work with the
existing improvements must be approved by the ENGINEER prior to any
change.
3.2 PREPARATION
A. Forms: Use wood or metal forms, straight and free from warp, clean, and sufficient
strength to resist springing during the process of depositing concrete against them.
1. Use full depth of the concrete forms.
3.3 INSTALLATION
A. Sidewalks, Sidewalk Ramps, Driveways and Driveway Approaches: Construct all
sidewalks and sidewalk ramps four (4) inches thick except at driveways and alleys.
Construct thickness of the sidewalks six (6) inches at driveways and alleys. Construct
sidewalks five (5) feet wide unless otherwise noted on the Plans, and slope 1/4-inch
per foot towards the center of the road. Normally, sidewalks will be located within the
right-of-way, parallel the property lines, at a distance of 1-foot from the property line.
1. Construct alleys, driveways and approaches six (6) inches thick. Construct the
width of the driveways and driveway approaches as shown on the Plans or as
directed by the ENGINEER.
B. Removal of Existing Curb for Sidewalk Ramps and Driveway Approaches: Conform
construction of sidewalk ramps within street intersections where curbed pavement
existing to the current FDOT Roadway and Traffic Design Standards.
1. Saw cut, to full depth of pavement, and remove a minimum of an 18-inch wide
curb and gutter section where there is no proper curb drop for the sidewalk
ramp or driveway approach. When mountable curbs are present, remove a
24-inch wide curb and gutter section for the construction of sidewalk ramps,
as specified above.
2. Remove curb and gutter as determined by the ENGINEER in the field but
remove curb and gutter at least as wide as the proposed sidewalk ramp plus
1-foot on each side.
3. Replace the removed curb and gutter section with materials, equal to what
was removed and seal joint with hot poured rubber asphalt.
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C. Install 5/8-inch diameter self-tapping hook bolts, in the existing concrete pavement as
indicated on the Plans prior to placing concrete for the removed curb and gutter
section.
D. Placement of Forms: Use wood forms, straight and free from warp, of nominal depth
for sidewalk sections less than 25 feet in length.
1. Stake forms to line and grade in a manner that will prevent deflection and
settlement.
2. When unit slab areas are to be poured, place slab division forms such that the
slab division joints will be straight and continuous.
3. Set forms for sidewalk ramps to provide a grade toward the centerline of the
right-of-way in accordance with current standards. Use a uniform grade,
except as may be necessary to eliminate short grade changes.
4. Oil forms before placing concrete. Leave forms in place at least 12 hours after
the concrete is placed. Place forms ahead of the pouring operations to
maintain uninterrupted placement of concrete.
5. The use of slip form pavers can be allowed when approved by the ENGINEER
in lieu of the construction system described above.
E. Joints: Construct transverse and longitudinal expansion and plane-of-weakness
joints at the locations specified herein, or as indicated on the Plans or as directed
by the ENGINEER.
1. Place the transverse expansion joints for the full width and depth of the new
work. Use transverse expansion joints placed against an existing pavement a
minimum of six (6) inches deep but no less than the thickness of the concrete
being placed.
2. Conform longitudinal expansion joints to the requirements as transverse
expansion joints.
3. Construct joints true to line with their faces perpendicular to the surface of the
sidewalk. Install the top slightly below the finished surface of the sidewalk.
Construct transverse joints at right angles to the centerline of the sidewalk and
construct longitudinal joints parallel to the centerline or as directed by the
ENGINEER.
4. Place transverse expansion joints, 1/2-inch thick, through the sidewalk at
uniform intervals of not more than 50 feet and elsewhere as shown on the
Plans, or as directed by the ENGINEER.
5. Place expansion joints, 1I2-inch thick, between the sidewalk and back of
abutting parallel curb, buildings or other rigid structures, concrete driveways
and driveway approaches. When directed by the ENGINEER, place the
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SIDEWALKS, DRIVEWAYS AND CURBS
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expansion joint between sidewalks and buildings 1-foot from the property line
and parallel to it.
6. Form plane-of-weakness joints every five (5) feet. Form joints by use of slab
divisions forms extending to the full depth of the concrete or by cutting joints in
the concrete, after floating, to a depth equal to 1/4 the thickness on the
sidewalk. Construct cut joints not less than 1/8-inch or more than 1/4-inch in
width and finish smooth and at right angles to the centerline on the sidewalk.
F. Placing and Finishing Concrete: Place all concrete on a prepared unfrozen,
smooth, leveled, rolled and properly compacted base. Place concrete on a moist
surface with no visible water present.
1. Deposit the concrete, in a single layer to the depth specified. Spade or
vibrate and compact the concrete to fill in all voids along the forms and
joints. Strike off the concrete with a strike board until all voids are removed and the
surface has the required grade and cross section as indicated on the Plans, or
as directed by the ENGINEER.
2. Float the surface of the concrete just enough to produce a smooth surface
free from irregularities. Round all edges and joints with an edger having a 1/4-
inch radius.
3. Broom the surface of sidewalks, driveways and approaches to slightly
roughen the surface.
4. Texture the surface of the sidewalk ramps with a coarse broom transversely to
the ramp slope, and coarser roughen than the remainder of the sidewalk.
Contract the ramp slope in color (using a brick-red dye or approved equal)
from the remainder of the sidewalk. Comply with minimum color contract and
slope requirements from FAC, UFAS, ADMG, Local Government Standards,
or as directed by the ENGINEER.
G. Curing: After finishing operations have been completed and immediately after the free
water has left the surface, completely coat and seal the surface of the concrete (and
sides if slip-forming is used) with a uniform layer of white membrane curing
compound. Do not thin the curing compound. Apply the curing compound at the rate
of one gallon per 200 square feet of surface.
H. Barricades: Place suitable barricades and lights around all newly poured sidewalks,
sidewalk ramps, driveways, driveway approaches and curb and gutter sections in
order to protect the new work from damage from pedestrians, vehicles and others
until the concrete has hardened.
1. Leave barricades in place for a minimum of two (2) days, except for driveway
approaches and curb and gutter sections. Leave barricades in place for a
minimum of three (3) days.
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Section 02523
SIDEWALKS, DRIVEWAYS AND CURBS
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16 C5 i.
2. Remove and replace any concrete that suffers surface or structural damage at
no additional cost.
I. Protection:
1. Against Rain: Protect new concrete from the effects of rain before the
concrete has sufficiently hardened. Have available on the job site at all times
enough burlap or 6-mil thick polyurethane film to cover and protect one days
work. Stop work and cover completed work when rain appears eminent. As
soon as the rain ceases, uncover the concrete and burlap drag the surface
where necessary. Apply curing compound to any areas where the compound
has been disturbed or washed away.
2. Against Cold Weather: If concrete is placed between December 15 and
February 15, have available on the site sufficient amount of clean, dry straw or
hay to cover one (1) days production. If the temperature reaches 40 degrees F
and is falling, place the hay or straw 12 inches thick, immediately after the
curing compound is applied.
3. Concrete Temperature Limitations: Do not place concrete when the
temperature of the concrete at the point of placement is above 90 degrees F.
J. Cleanup: After the concrete has gained sufficient strength, but no sooner than within
12 hours, remove the fixed forms and backfill the spaces on both sides with sound
earth of topsoil quality. Compact, level and leave backfill in a neat condition.
3.4 FIELD QUALITY CONTROL
A. Concrete Delivery Ticket: Use a ticket system for recording the transportation of
concrete from the batching plant to point of delivery. Issue this ticket to the truck
operator at the point of loading and give to the ENGINEER upon delivery.
B. Concrete Delivery Rejection: Remove concrete not permitted for inclusion in the work
by the ENGINEER from the site. Rejection of concrete will be determined through
Field Quality Control and elapsed time from mixer charging to delivery.
C. Concrete Testing at Placement: Perform tests of each batch of concrete delivered,
each 50 cubic yards, or whenever consistency appears to vary. The sampling and
testing of slump, air content and strength will be performed at no cost to the CITY.
1. Sampling: Secure composite samples in accordance with the Method of
Sampling Fresh Concrete, ASTM C172.
2. Slump Test: Test in accordance with ASTM C143. Use the least slump
possible consistent with workability for proper placing of the various
classifications of concrete.
a.
Place structural concrete for walls and slabs, by means of vibratory
equipment, with a slump of four (4) inches.
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16C5
b. A tolerance of up to 1-inch above the indicated maximum will be
allowed for individual batches provided the average for all batches or
the most recent ten (10) batches tested, whichever is fewer, does not
exceed the maximum limit.
3. Air Content: Determine air content of normal weight concrete in accordance
with Method of Test for Air Content of Freshly Mixed Concrete by the Pressure
Method, ASTM C23 1, or by the volumetric method, ASTM C 173, for each
strength test.
4. Compressive Strength: Make two (2) strength tests of three (3) samples each
for each 50 cubic yards, or fraction thereof, of each mix design of concrete
placed in anyone (1) day.
a. Handling Samples: Mold and cure three (3) specimens from each
sample in accordance with Method of Making and Curing Concrete
Test Specimens in the Field, ASTM C31. Record any deviations from
the requirements of this Standard in the test report.
b. Testing: Test specimens in accordance with Method of Test for
Compressive Strength of Cylindrical Concrete Specimens, ASTM C39.
Test one (1) specimen at seven (7) days for information and test two
(2) at 28 days for acceptance. Use the average of the strengths of the
two (2) specimens tested at 28 days. Discard results if one (1)
specimen in a test manifests evidence of improper sampling, molding
or testing, and use the strength of the remaining cylinder. Should both
specimens in test show any of the above defects, discard the entire
test.
c. Acceptance of Concrete: The strength level of the concrete will be
considered satisfactory so long as the averages of all sets of three
consecutive strength test results equal or exceed the specified 28-day
strength and no individual strength test results falls below the specified
28-day strength by more than 500 psi. If the strength test is not
acceptable, perform further testing to qualify the concrete.
d. Concrete Temperature: Determine the temperature of concrete sample
for each strength test.
D. Reductions due to deficiencies in thickness or compressive strength are additive, that
is, if an area is deficient by 3/8 inch and under strength by 200 psi, the total reduction
is 20% plus .02% or .40% reduction.
END OF SECTION
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16C51
SECTION 02530
GROUNDWATER CONTROL FOR OPEN CUT EXCAVATION
PART 1 GENERAL
1.1 DESCRIPTION OF REQUIREMENTS
A. This section provides for furnishing all permits, labor, materials, equipment, power
and incidentals for performing all operations necessary to dewater, depressurize,
drain and maintain excavations as described herein and as necessary for installation
of pipeline and appurtenances. Included are installing, maintaining, operating and
removing dewatering systems and other approved devices for the control of surface
and groundwater during the construction of pipelines and appurtenances, open cut
excavations, directional drilling. Included also are protecting work against rising
waters and repair of any resulting damage.
1.2 CONTRACTOR'S RESPONSIBILITY
A. It is the sole responsibility of the CONTRACTOR to identify groundwater conditions
and to provide any and all labor, material, equipment, techniques and methods to
lower, control and handle the groundwater as necessary for his construction methods
and to monitor the effectiveness of this installed system and its effect on adjacent
facilities.
B. Operate, maintain and modify the system(s) as required to conform to these
Specifications. Upon completion of the Construction, remove the system(s). The
development, drilling and abandonment of all wells used in the dewatering system
shall comply with regulations of the Florida Department of Environmental Protection
and the governing Water Management District.
C. Assume sole responsibility for dewatering systems and for all loss or damage
resulting from partial or complete failure of protective measures and any settlement or
resultant damage caused by the dewatering operation.
1.3 PLANS AND OTHER DATA TO BE SUBMITTED
A. Prior to commencement of work, submit complete drawings, details and layouts
showing the proposed dewatering plans in sufficient detail (i.e., general
arrangements, procedures to be used, etc.) so as to allow the ENGINEER to evaluate
the proposed dewatering systems. Include the following, as required by the
CONTRACTOR's proposed operation:
1. Names of equipment suppliers.
2. Names of installation subcontractors.
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Section 02530
GROUNDWATER CONTROL FOR
OPEN CUT EXCAVATION
Page 1 of 4
16C5
3. Plan for dewatering at access shafts and control of surface drainage.
4. Plan for dewatering for cut-and-cover excavations, or otherwise controlling
groundwater.
5. Eductor system layout and details.
6. Deep well locations and details.
7. Well point system layout and details.
8. Installation reports for eductors, deep wells and well points.
9. Water level readings from piezometers or observation wells, and method of
maintenance.
10. As part of his request for approval of a dewatering system, demonstrate the
adequacy of the proposed system and well point filler sand by means of a test
installation.
PART 2 PRODUCTS
A. Select equipment including but not limited to pumps, eductors, well points and piping
and other material desired.
PART 3 EXECUTION
3.1 DEWATERING EXCAVATIONS
A. Obtain all permits necessary for dewatering operations and file a copy of all such
permits with the Water Operations Manager and ENGINEER.
B. Furnish, install, operate and maintain all necessary equipment for dewatering the
various parts of the Work and for maintaining free of water the excavations and such
other parts of the Work as required for Construction operations. Dewatering system
should provide for continuous operation including nights, weekends, holidays, etc.
Provide appropriate backup if electrical power is primary energy source for
dewatering system.
C. Continue dewatering in all required areas, until the involved work is completed,
including the placing and compaction of backfill materials.
D. Provide a uniform diameter for each pipe drain run constructed for dewatering.
Remove the pipe drain when it has served its purpose. If removal of the pipe is
impractical, provide grout connections at 50-foot intervals, and fill the pipe with clay
grout or cement and sand grout when the pipe has served its purpose.
BE-FT-3785-06-04
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Section 02530
GROUNDWATER CONTROL FOR
OPEN CUT EXCAVATION
Page 2 of 4
16 C51,
3.2 DEWATERING TRENCH
A. Dewatering Excavation Plan: Develop an excavation dewatering plan that considers
site ground and groundwater conditions, the type and arrangement of the equipment
to be used and the proper method of groundwater disposal. Prepare the dewatering
plan before beginning excavations below groundwater. Maintain one copy of the
dewatering plan at the project site to be available for inspection while all dewatering
operations are underway.
B. Do not lay any pipeline in a trench in the presence of water. Remove all water from
the trench sufficiently ahead of the pipeline placing operation. The ENGINEER shall
have full and final authority to require dewatering of the trench to ensure a dry, firm
bed on which to place the pipeline. As a minimum, maintain water levels at least 6
inches below the bottom of the trench. Continue to dewater trench until trench
backfilling operations have been completed.
1. If a dry trench bottom has not been obtained with usual methods of trench
dewatering, then the order to excavate below grade and place sufficient select
fill material, crushed stone, or 2500 psi concrete over the trench bottom may
be given.
2. 'If all efforts fail to obtain a stable dry trench bottom, and it is determined that
the trench bottom is unsuitable for pipe foundation, present an alternate
system for stabilization to the Engineer of Record for approval by the Water
Operations Manager on a case-by-case basis.
C. Removal of water may be accomplished by pumping in connection with well point
installation as the particular situation may warrant.
D. If the soils encountered at the trench grade are suitable for the passage of water,
without destroying the sides or utility foundation of the trench, sumps may be
provided at intervals at the side of the main trench excavation. Use pumps to lower
the water level by taking their suction from said sumps.
3.3 REQUIREMENTS FOR EDUCTOR, WELL POINTS OR DEEP WELLS
A. Eductor, well points or deep wells, where used, must be furnished, installed and
operated by a reputable CONTRACTOR regularly engaged in this business, and
approved.
3.4 DURATION OF DRAINAGE
A. In areas where concrete is to be placed, carry out the foundation drainage so that the
required lowering of the water table will be effected prior to placing reinforcing steel.
Keep foundation beds free from water to the same levels for 3 days after placing
concrete.
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Section 02530
GROUNDWATER CONTROL FOR
OPEN CUT EXCAVATION
Page 3 of 4
16C5
3.5 PROTECTION OF STRUCTURES
A. Provide adequate protection for all structures to avoid damage to concrete.
B. Operate construction equipment over completed concrete slabs or structures only
with approval. Rubber tire equipment heavier than 5 tons and crawlers heavier than 7
tons will require adequate load spreading by sand fill or other means.
3.6 DISCHARGE OF WATER
A. Do not discharge pumped drainage water into the sanitary sewer system or inhibit
pedestrian or vehicular traffic with the groundwater control system.
B. Discharge pumped drainage water into the storm sewer system or drainage ditch by
direct means (i.e., discharge hose to inlet, burying header, etc.). Monitor the
discharged water to determine that soil particles are not being removed.
C. Conform all discharge to current South Florida Water Management District and Collier
County Department of Stormwater Management rules, regulations, procedures and
regulatory permits and if discharged into receiving waters, shall not exceed 29
N.T.U.s above background.
3.7 REPAIR OF DAMAGE
A. Assume full responsibility for all loss and damage due to flooding, rising water or
seepage resulting from dewatering operations in any part of the work. Repair any
damage to partially completed work from these or other causes, including the removal
of slides, repair of foundation beds and performance of any other work necessitated
by lack of adequate dewatering or drainage facilities.
END OF SECTION
BE-FT -3785-06-04
012507
Section 02530
GROUNDWATER CONTROL FOR
OPEN CUT EXCAVATION
Page 4 of 4
16C5
SECTION 02575
PAVEMENT REPAIR AND RESTORATION
PART 1 GENERAL
1.1 SCOPE OF WORK
A. Furnish all labor, materials, equipment, and incidentals required and remove and
replace pavements over trenches excavated for installation of pipelines as shown on
the drawings and/or specified herein.
1.2 GENERAL
A. Repair all damage, as a result of work under this project, done to existing pavement,
driveways, paved areas, curbs and gutters, sidewalks, shrubbery, grass, trees, utility
poles, utility pipe lines, conduits, drains, catch basins, or stabilized areas or driveways
and including all obstructions not specifically named herein, in a manner satisfactory
to the ENGINEER. Include in the bid price, the furnishing of all labor, materials,
equipment, and incidentals necessary for the cutting, repair, and restoration of the
damaged areas unless pay items for specific types of repair are included in the Bid
Form.
B. Keep the surface of the backfilled area of excavation in a safe condition and level with
the remaining pavement until the pavement is restored in the manner speCified
herein. All surface irregularities that are dangerous or obstructive to traffic are to be
removed. Conform the repair to applicable COUNTY or State requirements for
pavement repair and as described herein.
C. The COUNTY reserves the right to require soil bearing or loading tests or materials
tests, should the adequacy of the foundation or the quality of materials used be
questionable. Costs of these tests shall be the responsibility of the COUNTY, if found
acceptable; the costs of all failed tests shall be the responsibility of the
CONTRACTOR.
D. Make all street and road repair in accordance with the details indicated on the
drawings and in accordance with the applicable requirements of these Specifications
and meeting the permit requirements and approval of the governing Department of
Transportation agencies.
E. Replace pavement or roadway surfaces cut or damaged in equal or better condition
than the original, including stabilization, base course, surface course, curb and gutter
or other appurtenances. Obtain the necessary permits prior to any roadway work.
Provide advance notice to the appropriate authority, as required, prior to construction
operations.
1. Roadway Restoration (within Collier County Department of Transportation &
Engineering jurisdiction): Perform restoration in accordance with the
BE-FT -3785-06-04
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Section 02575
PAVEMENT REPAIR AND RESTORATION
Page 1 of4
16C5
requirements set forth in the Right-of-Way Utility Construction Activities Policy
and these Standards. Obtain prior approval from Collier County DOT for the
materials of construction and method of installation, along with the proposed
restoration design for items not referred or specified herein.
a. Where existing pavement is to be removed, mechanical saw cut the
surface prior to trench excavation, leaving a uniform and straight edge
parallel or perpendicular to the roadway centerline with minimum
disturbance to the remaining adjacent surfacing. Provide minimal width
of cut for this phase of existing pavement removal.
b. . Immediately following the specified backfilling and compaction, apply a
temporary sand seal coat surface to the cut areas. For this temporary
surfacing, provide a smooth traffic surface with the existing roadway
and maintain until final restoration. Ensure that surfacing remains for a
minimum of ten (10) days in order to assure the stability of the backfill
under normal traffic conditions. Thirty (30) days following this period
and prior to sixty (60) days after application: remove the temporary
surfacing and perform final roadway surface restoration.
c. In advance of final restoration, remove the temporary surfacing and
mechanically saw the existing pavement straight and clean to the
stipulated dimensions, if needed. Following the above operation,
proceed immediately with final pavement restoration in accordance
with the requirements set forth by Collier County Department of
Transportation.
d. 'No layer shall be greater than two inches (2") when compacted.
Where a surface course is constructed to a thickness greater than two
inches (2"), construct it in approximately equal layers, each not
exceeding two inches (2").
e. Where necessitated by traffic conditions, lay mixture in strips in such
manner as to provide for the passage of traffic. Where the road is
closed to traffic, mixture may be laid to the full width, by machines
traveling in parallel.
1.3 QUALITY ASSURANCE
A. Applicable provisions of the latest version of the Florida Department of
Transportation "Standard Specifications for Road and Bridge Construction", and
Supplemental Specifications hereunder govern the work under this Section. The
Florida Department of Transportation will hereafter be referred to as FDOT.
PART 2 PRODUCTS
2.1 MATERIALS
A. Use materials for flexible base pavement and base course as specified in the
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Section 02575
PAVEMENT REPAIR AND RESTORATION
Page 2 of 4
16C5
latest version of the Florida Department of Transportation "Standard Specifications for
Road and Bridge Construction".
PART 3 EXECUTION
3.1 CUTTING PAVEMENT
A. Cut and remove pavement to straight edges, 6 inches outside each edge of proposed
trench to avoid pavement damage during installation of the new pipelines and
appurtenances and for making connections to existing pipelines.
B. Before removing pavement, mark the pavement for cuts nearly paralleling pipelines
and existing street lines. Cut asphalt pavement along the markings with a
jackhammer, rotary saw, or other suitable tool.
C. No pavement shall be machine pulled until completely broken and separated along
the marked cuts.
D. The pavement adjacent to pipeline trenches shall neither be disturbed nor damaged.
If the adjacent pavement is disturbed or damaged, irrespective of cause, remove the
damaged pavement replace it at CONTRACTORs expense.
3.2 GENERAL RESTORATION
A. Restore, replace or rebuild existing street paving, driveways, etc., using the same
type of construction as was in the original. Be responsible for restoring all such work,
including sub-grade and base courses where present. Obtain and pay for such local
or other governmental permits as may be necessary for the opening of streets. Meet
any requirements other than those herein set forth which may affect the type, quality
and manner of carrying on the restoration of surfaces by reason of jurisdiction of such
governmental bodies.
B. In all cases, maintain, without additional compensation, all permanent replacement of
street paving, done by him under this Contract until accepted by the Water
Operations Manager, including the removal and replacement of such work wherever
surface depressions or underlying cavities result from settlement of trench backfill.
C. Complete all the final resurfacing or re-paving of streets or roads, over the
excavations and relay paving surfaces of roadbed that have failed or been damaged
prior to acceptance by the Water Operations Manager. Conform backfilling of
trenches and the preparation of sub-grades to the requirements of Section 02223.
D. Do all re-paving or resurfacing in accordance with Florida Department of
Transportation Specifications, to which the following requirement of trench backfill will
be added: Where pipeline construction crosses paved areas such as streets, backfill
the top 24 inches of trench below the road bases or concrete slabs with compacted A-
4 or better material that will provide a bearing value of not less than 75 when tested
by the Florida Department of Transportation Soil Bearing Test Methods.
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Section 02575
PAVEMENT REPAIR AND RESTORATION
Page 3 of 4
16C5
3.3 PRIME AND TACK COATS
A. Apply bituminous prime and tack coats on the previously prepared base course in
accordance with Section 300 of the FDOT Specifications.
3.4 WEARING COURSE
A. Use plant-mixed hot bituminous pavement to the thickness indicated in the
drawings conforming to Type III asphaltic concrete in accordance with Section 333 of
the FDOT Specifications. The requirements for plant and equipment are
specified in Section 320 and the general construction requirements for asphaltic
concrete pavement are contained in Section 330 of the FDOT specifications.
3.5 TESTING
A. Perform all field-testing at an independent laboratory empioyed by the COUNTY. Test
and certify all materials by the producer. Repeat tests of sub-grade or base not
meeting specified compaction at the CONTRACTOR's expense.
3.6 MISCELLANEOUS RESTORATION
A. Restore sidewalks cut or damaged by construction, in full sections or blocks to a
minimum thickness of four inches. Restore concrete curb or curb gutter to the existing
height and cross section in full sections or lengths between joints. Concrete shall be
as specified on the drawings. Restore grassed yards, shoulders and parkways to
match the existing sections with grass seed or sod of a type matching the existing
grass.
3.7 CLEANUP
A. After all repair and restoration or paving has been completed, remove all excess
asphalt, dirt, and other debris from the roadways. Check and clean all existing storm
sewers and inlets of any construction debris.
END OF SECTION
BE-FT-3785-06-04
012507
Section 02575
PAVEMENT REPAIR AND RESTORATION
Page 4 of 4
16G5
1 .~
,;~
SECTION 02622
POLYVINYL CHLORIDE (PVC) PIPE AND FITTINGS
PART 1 GENERAL
1.1 SUMMARY
A. Section Includes: Requirements for providing buried PVC pipe, fittings and
appurtenances.
1. Provide PVC pipe and fittings complete with all necessary jointing facilities
and materials, specials, adapters and other appurtenances required for
installation in and completion of the pipeiines to be constructed.
2. Provide plain end or rubber gaskets (push-on or mechanical joint) of the types,
sizes and classes shown or specified.
B. Related Work Specified In Other Sections Includes:
1. Section 02630 Buried Ductile-Iron Pipe and Fittings
2. Section 02650 Laying and Jointing Buried Pipelines
3. Section 02675 - Disinfection
4. Section 02676 Leakage Tests
1.2 REFERENCES
A. Codes and standards referred to in this Section are:
1.
AWWA C900 -
Polyvinyl Chloride (PVC) Pressure Pipe, 4 In. through
12 In., for Water Distribution
2.
AWWA C905 -
Polyvinyl Chloride (PVC) Water Transmission Pipe,
Nominal Diameters 141n. through 36 In.
3.
AWWA C907 -
Polyvinyl Chloride (PVC) Pressure Fittings for Water - 4
In. through 8 In.
4.
ASTM F477 -
Elastomeric Seals (Gaskets) For Joining Plastic Pipe
5.
ANSI A21.10 -
Ductile-Iron and Gray-Iron Fittings 3 inches through 48
inches, for Water and Other Liquids
6.
ANSI A21.11 -
Rubber-Gasket Joints for Ductile-Iron and Gray Iron
Pressure Pipe and Fittings
BE-FT -3785-06-04
012507
Section 02622
POLYVINYL CHLORIDE (PVC) PIPE AND FITTINGS
Page 1 of 4
16C5
7. Uni-BeIlB-11
1.3 SYSTEM DESCRIPTION
A. Potable Water Main Pipe - PVC shall conform to AWWA Specification C900 or C905,
latest revision. All 6" to 12" pipe shall be a minimum of Class 150, DR 18 and all 14"
to 24" pipe shall be a minimum of Class 165, DR 25 and shall meet or exceed Uni-
Bell B-11. All potable water pipe shall bear the seal of the National Sanitation
Foundation (NSF) for potable water pipe. All pipe shall be marked with the
manufacturer's name, nominal size, type of plastic and pressure rating. All PVC pipe
used for potable water lines shall be predominately blue in color. Underground PVC
pipes used for potable water lines shall be solid-wall blue pipe, will have a co-
extruded blue external skin, or will be white or black pipe with blue stripes
incorporated into, or applied to, the pipe wall. Pipe O.D. shall be equivalent to cast
iron pipe of the same nominal size. PVC pipe direct buried beneath roadways,
parking lots or parking lot entrances shall meet AWWA Specification C900 or C905,
latest revision. All 4" to 12" pipe in such locations shall be a minimum of Class 200,
DR 14, and all 14" to 24" pipe shall be a minimum of Class 235, DR 18. Pressure
Class 250 ductile iron pipe may be used instead of PVC in these locations if approved
by the Water Operations Manager.
B. Provide pipe of the various sizes and classes as specified in the schedule or shown.
Restrain all pressure pipe joints.
C. Construct concrete encasements only with written permission from the Water
Director.
1.4 SUBMITTALS
A. General: Provide all submittals, including the following, as specified in Division 1.
B. Submit the following shop drawings:
1. Pipe joints, fittings, sleeves and cleanouts. Where special designs or fittings
are required, show the work in large detail and completely describe and
dimension all items.
2. Fully dimensioned drawings of piping layouts, including fittings, couplings,
sleeves, c1eanouts, valves, supports and anchors. Label pipe size, materials,
type, and class on drawings and include the limits of each reach of restrained
joints. Provide cross sections showing elevations of cleanouts, pipes, fittings,
sleeves, and valves.
3. Catalog data for pipe, joints, fittings, sleeves, harnessing and cleanouts.
C. Quality Control: Submit certificate of compliance for pipe, fittings, gaskets,
coatings, specials, sleeves and c1eanouts in accordance with this Section.
BE-FT -3785-06-04
012507
Section 02622
POLYVINYL CHLORIDE (PVC) PIPE AND FITTINGS
Page 2 of 4
, ( C 5 '1 :,
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1.5 DELIVERY, STORAGE AND HANDLING
A. Deliver, store and handle all pipe, fittings and appurtenances as specified in
Division 1 and Section 02650.
PART 2 PRODUCTS
2.1 MATERIALS
A. PVC Pipes and Fabricated Fittings: PVC pipe and fabricated fittings shall be made
from virgin PVC resin that has been compounded to provide physical and chemical
properties that equal or exceed cell class 12454-B as defined in ASTM D1784, and
shall qualify for a hydrostatic design basis of 4,000 psi (27.58 MPa) at 73.40F (230C)
per the requirements of PPI TR-3.
B. Fittings for Pressure Pipe: Provide all fittings meeting the requirements of Sections
02630.
C. Joints for Pressure Pipe: Provide pipe with bell ends in accordance with AWWA C900
and AWWA C905. Provide joints with elastomeric gasket joints.
D. Elastomeric Gasket Joints: Provide elastomeric gasket joints in accordance with
ASTM F 477.
E. Rubber Gasket Joints: Provide mechanical joints meeting the requirements of ANSI
A21.11.
F. Color: Provide pipe made of 100 percent of the color specified. Provide blue potable
water pipe.
G. Pipe Marking: Provide mark on each pipe at internals of 5 feet or less to designate
compliance with applicable ASTM or AWWA specification.
H. Temporary Bulkheads: Provide temporary bulkheads at the ends of sections where
adjoining pipelines have not been completed and are not ready to connect.
1. Remove all temporary bulkheads when they are no longer needed.
I. Date of Manufacturer: Provide pipe and fitting manufactured no earlier than 12 month
period proceeding the date of the Agreement.
J. Wall Thickness for Pressure Pipe:
1. 4 through 12 inches diameter - provide AWWA-C900 DR 14, Class 200 for
pressure pipe installed under pavement.
BE-FT -3785-06-04
012507
Section 02622
POLYVINYL CHLORIDE (PVC) PIPE AND FITTINGS
Page 3 of 4
16C5
2. 14 through 24 inches diameter - provide AWWA-C905 DR 18, PR 235 for
pressure pipe installed under pavement.
K. Restraining Devices: Restraining joints shall be placed at all bends, tees, plugs,
reducers, and other fittings to provide lateral support, and shall conform to the Collier
County Standard Details. Concrete thrust blocks shall only be utilized if approved by
Collier County Utilities.
1. Joint restraint devices for ductile iron mechanical joint fittings to PVC pipe
shall be EBAA Iron Sales, Series 2000PV, Uniflange or Romac Industries.
2. Bell joint restraint devices for PVC push joint pipe shall be EBAA Iron Sales,
Series 1600 for C900 pipe and Series 2800 for C905 pipe or approved equal.
PART 3 EXECUTION
3.1 INSTALLATION
A. Install all buried PVC pipe and fittings in accordance with the manufacturer's
recommendations and approved shop drawings and as specified in Division 1 and
Section 02650.
3.2 LEAKAGE TESTING
A. Cleaning: Flush clean and test all pipes after installation.
B. Testing: Test pipes for leaks and repair or tighten as required.
C. Procedures: Conduct tests in accordance with Section 02676.
3.3 DISINFECTION
A. General: Disinfect all pipelines that are to carry potable water before they are
placed in service as specified in Section 02675.
3.4 SCHEDULES
A. Refer to the Schedules contained in Section 02650 Laying and Jointing Buried
Pipelines for information on the piping that is to be constructed using the pipe
materials and methods specified herein.
END OF SECTION
BE-FT -3785-06-04
012507
Section 02622
POLYVINYL CHLORIDE (PVC) PIPE AND FITTINGS
Page 4 of 4
..:...' 6 C 5 J "-.
._ 'i "!,!~
SECTION 02630
DUCTILE IRON PIPE (DIP) AND FITTINGS
PART 1 GENERAL
1.1 SCOPE OF WORK
A. Furnish all labor, materials, equipment, and incidentals required, and install ductile
iron pipe, fittings and appurtenances as shown on the Drawings and as specified
herein.
1.2 RELATED WORK SPECIFIED ELSEWHERE
A. Section 02650 - Laying and Jointing Buried Pipe
1.3 REFERENCE SPECIFICATIONS, CODES, AND STANDARDS
A. Commercial Standards: (Latest Revision)
1. ANSI/AWWA C104/A21.4 Cement-Mortar Lining for Ductile-Iron Pipe and
Fittings for Water.
2. ANSI/AWWA C105/A21.5 Polyethylene Encasement for Ductile-Iron Piping
for Water and Other Liquids.
3. ANSI/AWWA C11 0/A21.1 0 Ductile-Iron Fittings, 3 in. Through 48 Inches, for
Water and Other Liquids. (C110 2-48 inches).
4. ANSI/AWWA C111/A21.11 Rubber Gasket Joints for Ductile-Iron Pressure
Pipe and Fittings.
5. ANSI/AWWA C115/A21.15 Flanged Ductile-Iron Pipe with Threaded
Fianges.
6. ANSI/AWWA C150/A21.50 Thickness Design of Ductile-Iron Pipe.
7. ANSI/AWWA C151/A21.51 Ductile-Iron Pipe, Centrifugally Cast for Water or
Other Liquids.
8. ANSI/AWWA C153/A21.53 Ductile-Iron Compact Fittings, 3 inches through
16 inches, for Water and Other Liquids.
9.
AWWA C600
Installation of Ductile Iron Water Mains and
Their Appurtenances.
10.
Collier County
Utilities Standards and Procedures Ordinance
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012507
Section 02630
DUCTILE IRON PIPE (DIP) AND FITTINGS
Page 1 of g
16C5
1.4 CONTRACTOR SUBMITTALS
A. Shop Drawings: Submit shop drawings of pipe and fittings in accordance with the
requirements in the General Conditions, the requirements of the referenced standards
and the following supplemental requirements as applicable:
1. Certified dimensional drawings of all valves, fittings, and appurtenances.
2. In all cases, a line layout to indicate the limits of each reach of restrained
joints or of concrete encasement shall be supplied. (NOTE: Obtain COUNTY
Water Director's approval of all proposed concrete encasement of ductile iron
pipe.)
B. Certifications: Furnish a certified affidavit of compliance for all pipe and other products
or materials furnished under this Section of the Specifications, which indicates that all
tests have been made and that all results comply with the requirements of AWWA
C151, including but not necessarily limited to the
following:
1. Acceptance Tests.
2. Hydrostatic Tests.
3. Low Temperature Impact Tests.
C. Additional Documentation: Upon request, furnish foundry records in the form of
written transcripts.
D. All expenses incurred for certification, testing, and data submittal shall be borne by
the CONTRACTOR or the Supplier.
1.5 QUALITY ASSURANCE
A. Inspection: All pipe shall be available for inspection at the place of manufacture prior
to shipping in accordance with the provisions of the referenced standards. Notify the
ENGINEER in writing not less than 10 calendar days prior to the shipping of the pipe.
B. The ENGINEER shall be given access to all areas where manufacturing and testing is
performed and shall be permitted to make all inspections necessary to confirm
manufacturer compliance with these Specifications.
C. Tests: Except as modified herein, all materials used in the manufacture of the pipe
shall be tested in accordance with the requirements of the referenced standards as
applicable.
D. Provide data on material tests at no additional cost to the COUNTY.
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Section 02630
DUCTILE IRON PIPE (DIP) AND FITTINGS
Page 2 of 9
16C5
I
1
E. In addition to those tests specifically required, the ENGINEER may request additional
samples of any material including lining and coating samples for testing by the
COUNTY. Furnish the additional samples at no additional cost to the COUNTY.
1.6 CORROSION PROTECTION
A. If specifically approved by Collier County Utilities for use, provide exterior protection
for underground ductile iron pipe and fittings within areas of severe corrosive
conditions. This shall be accomplished by the installation of polyethylene encasement
through the area of concern. The soil test evaluation to determine the necessity for
extra protection in suspect areas shall be those set forth in ANSI Standard A21.5.
Additionally, where other existing utilities are known to be cathodically protected,
ductile iron pipe crossing said utility shall be protected for a distance of 20 feet to
each side. If ductile iron pipe is to be installed parallel to and within 10 feet of
cathodically protected pipe, then protection shall be provided for the entire length. Do
not install steel pipe in severe corrosion areas.
PART 2 PRODUCTS
2.1 GENERAL
A. Protective Lining for Water Mains: Cement mortar lined ductile iron pipe shall conform
to ANSI/AWWA C151 and C104, subject to the following supplemental requirements.
The pipe shall be of the diameter and class shown, shall be furnished complete with
rubber gaskets as indicated in the Contract Documents, and all specials and fittings
shall be provided as required under the Contract Documents.
B. Handling and Storage: Handle the pipe by using wide slings, padded cradles, or other
devices designed and constructed to prevent damage to the pipe and its lining. The
use of equipment or handling, which might injure the pipe and its lining, will not be
permitted. Stockpiled pipe shall be suitably supported and shall be secured to prevent
accidental rolling. Assure that all other pipe handling equipment and methods is
acceptable to the ENGINEER.
C. Laying lengths: Maximum pipe laying lengths shall be 20 feet.
D. Finish: The pipe shall have smooth dense interior surfaces and shall be free from
fractures, excessive interior surface crazing and roughness, in accordance with
ANSI/AWWA C104.
E. Closures and Correction Pieces: Provide closures and correction pieces as required
so that closures may be made due to different headings in the pipe laying operation
and so that correction may be made to adjust the pipe iaying to conform to pipe
stationing shown on the Drawings or line layouts where applicable.
2.2 PIPE DESIGN CRITERIA
A. General: Ductile Iron pipe shall be designed in accordance with the requirements of
ANSI/AWWA C150 as applicable and as modified in this Section.
BE-FT-3785-06-04
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Section 02630
DUCTILE IRON PIPE (DIP) AND FITTINGS
Page 30f9
16C5
B. Pipe Wall Thickness for Internal Pressure: The pipe shall be designed with a net
thickness to withstand the design internal pressure in accordance with the hoop
stress formula. In addition to the requirements of the Section, the minimum wall
thickness shall be in accordance with the minimum thickness wall depicted in table
50.5 of ANSI/AWWA C150.
C. Potable Water Mains:
1. Ductile Iron Pipe shall be a minimum pressure Class 250 and will be accepted
in any diameter for use within the water distribution system.
2. All aboveground potable water main pipe shall be painted Federal Safety
Blue. All aboveground raw water main pipe shall be painted white. All
aboveground non-potable irrigation, reclaimed or reuse water main pipe shall
be painted Pantone Purple 522C. The pipe wall thickness shall not be less
than that required by a working pressure of 250 psi in laying condition Type 4
"B" with 5-foot cover in conformance with ANSI Standard A21.50.
2.3 MATERIALS
A. Ductile Iron Pipe: Pipe materials shall conform to the requirements of ANSI/AWWA
C151.
B. Adapters to connect ductile iron pipe or fittings to pipe or fittings of dissimilar
materials shall be supplied by the CONTRACTOR in accordance with ASTM
specifications and the pipe manufacturer recommendations, and as approved by the
ENGINEER.
C. Water Mains:
1. All water mains shall contain cement for mortar lining conforming to the
requirements of ANSI/AWWA C1 04. Cement for mortar lining shall be Type II
or V. A fly ash or pozzolan shall not be used.
2. All Ductile Iron buried water main pipelines shall have blue stripes applied to
the pipe wall. The stripes shall be applied by one of the methods described
below:
a.
Pipes striped during manufacturing of the pipe shall have continuous
stripes that run parallel to the axis of the pipe located at no greater
than 90 degree intervals around the pipe and that will remain intact
during and after installation of the pipe.
b.
Pipes striped during installation shall incorporate blue tape or blue
paint. The tape or paint shall be applied in a continuous line that runs
parallel to the axis of the pipe and that is located along the top of the
pipe.
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012507
Section 02630
DUCTILE IRON PIPE (DIP) AND FITTINGS
Page 4 of 9
16C5 '1'
3. All pipe with an internal diameter of 24 or greater, tape or paint shall be
applied in continuous lines along each side of the pipe as well as along the top
of the pipe.
2.4 SPECIALS AND FITTINGS
A. Fittings for Potable Water Systems:
1. Fittings for ductile iron pipe shall conform to the requirements of ANSI/AWWA
C153/A21.53 or ANSI/AWWA C110/A21.10 for diameters 3 inches through 48
inches and shall have a minimum pressure rating of 350 psi for pipe sizes 6
inches through 24 inches and 250 psi for sizes larger than 24 inches. Ductile
iron fittings shall be double cement lined, seal coated and outside coated with
an asphaltic material in accordance with AWWA C104 as specified.
2.5 DESIGN OF PIPE
A. General: The pipe furnished shall be ductile iron pipe, lined as specified, with rubber
gasketed joints.
B. The pipe shall be designed, manufactured, tested, inspected, and marked according
to applicable requirements previously stated and except as hereinafter modified, shall
conform to ANSI/AWWA C150 and ANSI/AWWA C151.
C. Pipe Dimensions: The pipe shall be of the diameter and class shown. The minimum
wall thickness for each pipe size shall be as specified herein or shown on the
Drawings.
D. Fitting Dimensions: The fittings shall be of the diameter shown and class specified.
E. Joint Design: Ductile Iron pipe and fittings shall be furnished with mechanical joints,
push-on joints and fianged joints as follows:
1. For buried pipe applications, unless otherwise indicated, mechanical and
push-on joints shall conform to ANSI/AWWA C1111A21.11, with the minimum
pressure rating of 350 psi.
2. For above-ground or buried vault applications, unless otherwise indicated,
flanged joints shall conform to ANSI/AWWA C115/A21.15, with the minimum
pressure rating of 250 psi. All above-ground fittings shall be painted blue.
3. Use manufactured, labeled gasket lubricant for push on joints with trade name
and pipe manufacturer name, other lubricants are prohibited.
4. Nuts and bolts for flanged joints shall be 304 stainless, as specified by the
COUNTY. and conform to ANSI/AWWA C111.
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012507
Section 02630
DUCTILE IRON PIPE (DIP) AND FITTINGS
Page 5 of 9
16C5
F. Restraining Devices: Restraining joints shall be placed at all bends, tees, plugs,
reducers, and other fittings to provide lateral support, and shall conform to the Collier
County Standard Details. Concrete thrust blocks shall only be utilized if approved by
Collier County Utilities.
1. Joint restraint devices for ductile iron mechanical joint pipe and ductile iron
mechanical joint fittings to ductile iron pipe shall be EBAA Iron Sales Series
1100 Megalug (R), Uniflange, Romac Industries Sigma or Star Restraint.
2. Bell joint restraint devices for ductile iron push joint pipe shall be EBAA Iron
Inc., Series 1700 Megalug (R) for bell restraint.
3. Restrained push-on joints for push joint pipe shall be U.S. Pipe and Foundry,
TR Flex, McWane Inc., Super-Lock, American Cast Iron Pipe Company, Lok-
Ring or Flex-Ring.
G. For bell-and-spigot ends with rubber gaskets, the clearance between the bells and
spigots shall be such that when combined with the gasket groove configuration and
the gasket itself will provide watertight joints under all operating conditions when
properly installed. Require the pipe manufacturer to submit details complete with
significant dimensions and tolerances and also to submit performance data indicating
that the proposed joint has performed satisfactorily under similar conditions. In the
absence of a history of field performance, the results of a test program shall be
submitted.
H. Gaskets shall be a Buna N, Neoprene, or a Nitryl-based rubber product approved by
the Water Operations Manager. Gaskets shall have clean tips unless otherwise
specified. Elastomeric gaskets conforming to ASTM F-477 shall also be acceptable.
I. Shop-applied interior linings and exterior coatings shall be applied evenly to the
nominal thickness specified. Holiday free cement is not possible to manufacture.
Exterior coatings: asphalt coating for buried pipe or primed pipe cannot be urnished
holiday free.
2.6 CEMENT-MORTAR LINING
A. Cement-Mortar Lining For Shop Application: Except as otherwise provided herein,
interior surfaces of all ductile iron pipe shall be cleaned and lined in the shop with
cement-mortar lining applied centrifugally in conformity with ANSI/AWWA C1 04.
Ductile-Iron pipefittings need not have the cement-mortar lining applied centrifugally.
The lining machines shall be of a type that has been used successfully for similar
work. Every precaution shall be taken to prevent damage 0 the lining. If lining is
damaged or found faulty at delivery site, the damaged or unsatisfactory portions shall
be repaired in the filed in accordance with ANSI/AWWA C104.
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Section 02630
DUCTILE IRON PIPE (DIP) AND FITTINGS
Page 6 of 9
16C5
B. The nominal wet lining thickness shall be as follows:
Nominal Factory Nominal Replacement
Nominal Pipe Applied Lining Lining Thickness
Diameter (in) Thickness (in) (in)
3 -12 1/8 1/8
14 - 24 3/16 3/16
30 - 64 1/4 1/4
C. Protection of Pipe Lining/Interior: All shop-applied cement mortar lining shall be given
a seal coat of asphaltic material in conformance with ANSI/AWWA C1 04.
2.7 EXTERIOR COATING OF PIPE
A. Exterior Coating of Buried Piping: The exterior coating shall be an asphaltic coating
approximately 1 mil thick, conforming to ANSJ/AWWA C151.
2.8 CORROSION PROTECTION
A. If specifically approved by Collier County Utilities for use, exterior protection shall be
provided for underground ductile iron pipe and fittings within areas of severe corrosive
conditions. This shall be accomplished by the installation of polyethylene encasement
through the area of concern. The soil test evaluation to determine the necessity for
extra protection in suspect areas shall be those set forth in ANSI Standard A21.5.
Additionally, where other existing utilities are known to be cathodically protected,
ductile iron pipe crossing said utility shall be protected for a distance of 20 feet to
each side. If ductile iron pipe is to be installed parallel to and within 10 feet of
cathodically protected pipe, then protection shall be provided for the entire length.
Steel pipe shall not be installed in severe corrosion areas.
PART 3 EXECUTION
3.1 INSTALLATION OF PIPE
A. Handling and Storage: Carefully handle and protect all pipe, fittings, etc., against
damage, impact shocks, and free fall and in accordance with ANSI/AWWA C600. Do
not place pipe directly on rough rocky ground, but in such instances support the pipe
in a manner that will protect the pipe against injury whenever stored at such trench
site or elsewhere. Do not install any pipe where the lining or coating show defects that
may be harmful as determined by the ENGINEER. Repair such damaged lining or
coating, or furnish and install a new undamaged pipe.
B. Repair or replace all pipe damaged prior to Substantial Completion or during
warrantee period.
C. Inspect each pipe and fitting prior to installation to insure that no damaged portions of
pipe are installed.
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Section 02630
DUCTILE IRON PIPE (DIP) AND FITTINGS
Page 7 of 9
16C5
D. Before placement of pipe in the trench, thoroughly clean each pipe or fitting of any
foreign substance that may have collected therein, and keep the pipe clean at all
times thereafter. For this purpose, close the openings of all pipes and fittings in the
trench during any interruption to the work.
E. Pipe Laying: Install the pipe in accordance with ANSI/AWWA C600.
F. Lay pipe directly on the bedding material. Refer to the Utilities Standards and
Procedures Ordinance Section 9.1.2 for laying and backfilling requirements. No
blocking will be permitted, and the bedding shall be such that it forms a continuous,
solid bearing for the full length of the pipe. Make excavations as needed to facilitate
removal of handling devices after the pipe is laid. Form bell holes at the ends of the
pipe to prevent point loading at the bells or couplings. Make excavations as needed
outside the normal trench section at field joints to permit adequate access to the joints
for field connection operations and for application of coating on field joints.
G. Where necessary to raise or lower the pipe due to unforeseen obstructions or other
causes, the ENGINEER may change the alignment and/or the grades. Such change
may be made by the deflection of joints, by the use of bevel adapters, or by the use of
additional fittings. However, in no case shall the deflection in the joint exceed 70
percent of the maximum deflection recommended by the pipe manufacturer. No joint
shall be misaligned any amount which will be detrimental to the strength and water
tightness of the finished joint.
H. Pipe and Specials Protection: Protect the openings of all pipe and specials with
suitable bulkheads to prevent unauthorized access by persons, animals, water, or any
undesirable substance. At all times, provide means to prevent the pipe from floating.
I. Pipe Cleanup: As pipe laying progresses, keep the pipe interior free of all debris.
Completely clean the interior of the pipe of all sand, dirt, mortar splatter and any other
debris following completion of pipe laying, pointing of joints, and any necessary
interior repairs per ANSI/AWWA C600 and C602 prior to testing and disinfecting the
completed pipeline. For pipe larger than 12" diameter, utilize a polyurethane foam
plug "Poly Pig" to remove all debris from main.
3.2 RUBBER GASKET ED JOINTS
A. Rubber Gasketed Joints: Immediately before jointing pipe, thoroughly clean the bell
end of the pipe, and place a clean rubber gasket in the bell groove. Carefully clean
the bell and spigot end of push-on joint pipe, and lubricate with a vegetable-based
lubricant or per manufacturer's recommendation. Insert the spigot end of the pipe
section into the bell of the previously laid joint and telescope into the proper position.
Do not tilt the pipe to insert the spigot into the bell.
3.3 INSTALLATION OF PIPE APPURTENANCES
A. Installation of Valves: Handle all valves in a manner to prevent any injury or damage
to any part of the valve. Thoroughly clean and prepare all joints prior to installation.
BE-FT -3785-06-04
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Section 02630
DUCTILE IRON PIPE (DIP) AND FITTINGS
Page 8 of 9
16C5j ;j~
Adjust all stem packing and operate each valve prior to installation to insure proper
operation.
B. Install all valves so that the valve stems are plumb and in the location shown on the
Drawings.
C. Mechanical joints consisting of bell, socket, gland, gasket, bolts, and nuts shall
conform to ANSI Standard A21.11. Bolts and nuts shall be high strength, low alloy,
Cor-Ten, T-Head Type having hexagonal nuts. Bolts and nuts shall be machined
through and nuts shall be tapped at right angles to a smooth bearing surface. Single
sealed gasket push-on type joints shall conform to the requirements of ANSI A21.11
and shall be Tyton, Fastite, Superbelltite, Alltite, or approved equal.
D. Mechanical joint retainer glands may be used to restrain mechanical joint pipe and
fittings to the plain end of ductile iron pipe and fittings when used in conjunction with
thrust blocks of reduced size. The Utilities ENGINEER must approve thrust block
size. Maintain joint flexibility.
3.4 TESTING AND DISINFECTION
A. Test completed water or force main pipeline in accordance with Section 02676.
Disinfect completed water pipeline in accordance with Section 02675.
END OF SECTION
BE-FT -3785-06-04
012507
Section 02630
DUCTILE IRON PIPE (DIP) AND FITTINGS
Page 9 of 9
16C5
SECTION 02645
HYDRANTS
PART1 GENERAL
1.1 DESCRIPTION OF REQUIREMENTS
A. Furnish and install fire hydrants where shown on the Drawings or directed by the
ENGINEER.
1.2 RELATED WORK SPECIFIED IN OTHER SECTIONS
A. Section 15100 Water Valves and Appurtenances
B. Section 03310 Concrete, Masonry Mortar and Grout.
1.3 QUALITY ASSURANCE
A. Install hydrants to meet current requirements of Collier County Utilities.
B. Provide manufacturer's certificate those products meet or exceed minimum
requirements as specified.
1.4 SUBMITTALS
A. Submit manufacturer's certificates on conformance.
B. Shop Drawings: Submit manufacturer's drawings and data sheets for material to be
supplied under this Section. Indicate sizes and types to be installed.
1.5 PRODUCT DELIVERY, STORAGE AND HANDLING
A. During loading, transportation and unloading, exercise care to prevent damage to
materials.
B. Handling: Fire hydrants should be unloaded carefully. The hydrant should be carefully
lowered from the truck to the ground, not dropped. Only hoists and slings with
adequate load capacity to handle the weight of the hydrant shall be used.
C. Storage: Hydrants should be stored in the fully closed position to prevent entry of
foreign material that could cause damage to the seating surfaces. Whenever
practical, hydrants should be stored indoors. If outside storage is required, means
should be provided to protect the operating mechanism. In outside storage, parts and
flanges should be protected from the weather and foreign materials.
BE-FT -3785-06-04
012507
Section 02645
HYDRANTS
Page 1 of 3
16C5
1
PART 2 PRODUCTS
2.1 FIRE HYDRANTS
A. Fire hydrants shall be of the dry barrel, compression type conforming to AWWA C502
"Standard for Dry-Barrel Fire Hydrants" and additional requirements as set forth
herein.
B. Hydrant shall have break away upper sections capable of ready replacement without
loss in the event of traffic damage. Each hydrant shall have a 6" bottom inlet
connection and valve opening at least 5-1/4 inches in diameter. Hydrants shall have a
national standard pentagon 1.5 inch, point to flat operating nut and turn to the left
(counter clockwise) to open. Each hydrant shall be fitted with one 4-1/2 inch pumper
connection and two 2-1/2 inch hose connections, both having threads that conform to
the Fire Division Standard for the area. Hose caps shall be chained to the hydrant
barrel and fitted with nuts similar to the hydrant operating nuts. Each hydrant shall
have a barrel of sufficient length to bring the bottom of the 6" pipe connection 3 feet
below the surface of the finished ground. Each hydrant shall have breakaway flanges
and be made in at least two sections bolted together. All interior working parts of the
hydrant shall be removable from the top of the hydrant to allow repairs without
removing the hydrant barrel after it has been installed. Hydrants shall have renewable
O-ring stem seals. Hydrant barrels shall be painted AWWA Safety Yellow or as
specified by appropriate fire control district. They shall be designed for a working
pressure of 150 psi.
C. Hydrant shall have no drain ports. If ports exist, they shall be plugged with a threaded
plug.
D. Operating stem shall be equipped with anti-friction thrust bearing to reduce operating
torque and assure easy opening. Stops shall be provided to limit stem travel. Stem
threads shall be enclosed in a permanently sealed lubricant reservoir with O-ring
seals.
E. Hydrants shall be designated for 150 psi working pressure and shop tested to 300 psi
pressure with main valve both opened and closed. Under test the valve shall not leak,
the automatic drain shall function and there shall be no leakage into the bonnet.
F. Hydrants shall be of the years manufacture when construction commenced.
G. Acceptable models include:
1. Mueller Centurion A-423
2. Kennedy K-81A
3. American Darling 6-inch B-84-B
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012507
Section 02645
HYDRANTS
Page 2 of 3
16C5
PART 3 EXECUTION
3.1 INSTALLATION
A. Set hydrants plumb and in true alignment with mains. Utilize restrained joints as
shown in the Collier County Standard Details. Carefully backfill around hydrants so as
not to disturb the hydrant and thoroughly compact backfill so as to support the
hydrant securely. The hydrants shall have 18-inch clearance measured from finish
grade to the center of pumper connection.
B. Hydrants shall be located a minimum of 4 feet from the curb in urban areas, and a
minimum of 14 feet from the edge of pavement in rural areas, and in accordance with
local Fire Department requirements. A gate valve shall be provided within five (5) feet
of the hydrant as shown in the Standard Details.
END OF SECTION
BE-FT-3785-06-04
012507
Section 02645
HYDRANTS
Page 3 of 3
16C5
.~
SECTION 02650
LAYING AND JOINTING BURIED PIPELINES
PART1 GENERAL
1.1 SUMMARY
A. Section Includes: Installation of all underground pipelines. Provide pipeline materials,
coatings and linings as specified and pipe of the types, sizes and classes shown or
specified.
1. Use proper and suitable tools and appliances for the safe and convenient
cutting, handling, and laying of the pipe and fittings.
2. Use suitable fittings where shown and at connections or where grade or
alignment changes require offsets greater than those recommended and
approved.
3. Lay all underground pipelines not supported on piles or concrete cradle in
select fill bedding material.
4. Close off all lines with bulkheads when pipe laying is not in progress.
B. Related Work Specified in Other Sections Includes:
1. Section 02222 Excavation - Earth and Rock
2. Section 02223 Backfilling
3. Section 02530 - Groundwater Control for Open Excavation
4. Section 02620 - High Density Polyethylene (HDPE) Pipe and Fittings
5. Section 02622 - Polyvinyl Chloride (PVC) Pipe and Fittings
6. Section 02630 Ductile Iron Pipe (DIP) and Fittings
7. Section 02676 Leakage Tests
8. Section 02675 Disinfection
1.2 REFERENCES
A. Codes and standards referred to in this Section are:
1.
ASTM D 2774 -
Practice for Underground Installation of Thermoplastic
Pressure Piping
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012507
Section 02650
LAYING AND JOINTING BURIED PIPELINES
Page 1 of 10
16C5
2.
AWWA C600 -
Installation of Ductile-Iron Water Mains and Their
Appurtenances
3.
ASTM A 307 -
Specification for Carbon Steel Bolts and Studs,
60000 psi Tensile
4.
ASME B16.1 -
Cast Iron Pipe Fianges and Flanged Fittings, C25, 125,
250, 800
5.
ASME B16.21 -
Nonmetallic Flat Gaskets for Pipe Flanges
6. AWWA C111/A21.11 - Rubber-Gasket Joints for Ductile-Iron Pressure Pipe
and Fittings
7. AWWA C115/A21.15 - Flanged Ductile-Iron Pipe With Threaded Flanges
8.
Uni-Bell -
Handbook of PVC Pipe
9.
Collier County -
Utilities Standards and Procedures Ordinance
1.3 DELIVERY, STORAGE AND HANDLING
A. General: Deliver, store and handle all products and materials as specified in Division
1 and as follows:
B. Transportation and Delivery: Take every precaution to prevent injury to the pipe
during transportation and delivery to the site.
C. Loading and Unloading: Take extreme care in loading and unloading the pipe and
fittings.
1. Work slowly with skids or suitable power equipment, and keep pipe under
perfect control at all times.
2. Under no condition is the pipe to be dropped, bumped, dragged, pushed, or
moved in any way that will cause damage to the pipe or coating.
D. Sling: When handling the pipe with a crane, use a suitable sling around the pipe.
1. Under no condition pass the sling through the pipe. Interior of pipe is to be
kept free of dirt and foreign matter at all times.
2. Use a nylon canvas type sling or other material designed to prevent damage
to the pipe and coating.
3. When handling reinforced concrete pipe or uncoated steel or ductile iron pipe,
steel cables, chain or like slings are acceptable.
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Section 02650
LAYING AND JOINTING BURIED PIPELINES
Page 2 of 10
16C5
E. Damaged Piping: If in the process of transportation, handling, or laying, any pipe or
fitting is damaged, replace or repair such pipe or pipes.
F. Blocking and Stakes: Provide suitable blocking and stakes installed to prevent pipe
from rolling.
1. Obtain approval for the type of blocking and stakes, and the method of
installation.
G. Storage for Gaskets: Store gaskets for pipe joints in a cool place and protect gaskets
from light, sunlight, heat, oil, or grease until installed. Store gaskets in a sealed
container (such as a vented drum). When long-term storage with exposure to direct
sunlight is unavoidable, PVC pipe should be covered with an opaque material while
permitting adequate air circulation above and around the pipe as required to prevent
excessive heat accumulation (Uni-Bell PVC Handbook).
1. Do not use any gaskets showing signs of cracking, weathering or other
deterioration.
2. Do not use gasket material stored in excess of six months without approval.
1.4 FIELD CONDITIONS (not used)
PART 2 PRODUCTS
A. The materials allowed for buried water pipes are PVC, HDPE or Ductile Iron Pipe.
PART 3 EXECUTION
3.1 PREPARATION
A. Dry Trench Bottoms: Lay pipe only in dry trenches having a stable bottom.
1. Where groundwater is encountered, make every effort to obtain a dry trench
bottom in accordance with Section 02530.
2. Perform trench excavation and backfill in accordance with Sections 02222 and
02223.
3.2 INSTALLATION
A. General: Install all piping in accordance with the manufacturer's recommendations
and approved shop drawings and as specified in Division 1. Where pipe deflections
are used, do not exceed 80 percent of the maximum deflection limits shown in AWWA
C600. Gravity systems will contain no deflection.
1. Arrange miscellaneous pipelines, which are shown in diagram form on the
Plans, clear of other pipelines and equipment.
BE-FT -3785-06-04
012507
Section 02650
LAYING AND JOINTING BURIED PIPELINES
Page 3 of 10
16C'5
B. Code Requirements: Provide pipeline installations complying with AWWA C600 for
iron pipe, AWWA Manual M11 for steel pipe, ASTM D 2774 for thermoplastic
pressure piping, and as modified or supplemented by the Specifications.
C. Pipe Laying - General:
1. Thoroughly inspect all pipe for damage and cleanliness. If found to be
defective, tag, remove and replace pipe with satisfactory pipe or fittings at no
additional charge to COUNTY.
2. Generally, lay all pipe with bells pointing ahead.
3. Carefully place all pipe, pipe fittings, valves and hydrants into trench by means
of a derrick, ropes or other suitable tools or equipment in such a manner as to
prevent damage and check for alignment and grade.
4. Make adjustments to bring pipe to line and grade by scraping away or filling in
select fill material under the body of the pipe.
5. Wedging or blocking up the pipe barrel is not permitted.
6. Bring the faces of the spigot ends and the bells of pipes into fair contact and
firmly and completely shove the pipe home.
7. As the work progresses, clean the interior of pipelines of all dirt and
superfluous materials of every description.
8. Keep all lines absolutely clean during construction.
9. Lay pipelines accurately to line and grade.
10. During suspension of work for any reason at any time, a suitable stopper shall
be placed in the end of the pipe last laid to prevent mud or other material from
entering the pipe.
D. Pipe Laying - Trenches:
1. Carefully lay all pipelines in trench excavations piece by piece using suitable
tools or equipment on select fill bedding (refer to Utilities Standards and
Procedures Ordinance, Section 9.1.2), concrete cradle or other foundations as
shown, specified or ordered in writing. Prevent damage to materials,
protective coatings and linings.
2. Do not dump or drop pipe or pipe materials into trench.
3. Properly secure the pipe against movement and make the pipe joints in the
excavation as required.
BE-FT-3785-06-04
012507
Section 02650
LAYING AND JOINTING BURIED PIPELINES
Page 4 of 10
1 6 C 5 '.
4. Carefully grade and compact pipe bedding.
5. Bell Holes:
a. Cut out bell holes for each joint as required to permit the joint to be
properly made and allow the barrel of the pipe to have full bearing
throughout its length.
b. Thoroughly tamp bell holes full of select fill material following the
making of each joint to provide adequate support to the pipe
throughout its entire length.
E. Other Foundations: Install pipelines laid on other types of foundations as specified for
such other foundations or as ordered in writing.
F. Field Cuts of Pipelines: For shorter than standard pipe lengths, make field cuts in a
manner producing a cut square and perpendicular to the pipe axis. Remove any
sharp, rough edges which otherwise might injure the gasket.
G. Procedure for sealing cut ends and repairing field damaged areas of polyethylene
lined pipe and fittings is as follows:
1. Remove burrs caused by field cutting of ends or handling damage and smooth
out edge of polyethylene lining if made rough by field cutting or handling
damage.
2. Remove oil or lubricant used during field cutting operations.
3. Areas of loose lining associated with field cutting operation must be removed
and exposed metal cleaned by sanding or scraping. For larger areas, remove
loose lining and dirt, then roughen bare pipe surface by scratching or gouging
with a small chisel to provide an anchor pattern for the epoxy. It is
recommended that the polyethylene lining be stripped back by chiseling,
cutting, or scraping about 1 inch to 2 inches into well adhered lined area
before patching. This ensures that all areas of undercutting have been
removed. Be sure to roughen an overlap of 1 inch to 2 inches of polyethylene
lining in area to be epoxy coated. This roughening should be done with a
rough grade emery paper (40 grit), rasp, or small chisel. Avoid honing, buffing,
or wire brushing since these tend to make surface to be repaired too smooth
for good adhesion.
4. With area to be sealed or repaired clean and suitably roughened, apply a thick
coat of a two-part coal tar epoxy, Madewell 11 04 or County approved equal.
The heavy coat of epoxy must be worked into the scratched surface by
brushing. Mixing and application procedure for the epoxy must follow the
epoxy manufacturer's instructions.
BE-FT -3785-06-04
012507
Section 02650
LAYING AND JOINTING BURIED PIPELINES
Page 5 of 10
16C5
5. It is important that the entire freshly cut, exposed metal surface of the cut pipe
be coated. To ensure proper sealing, overlap at least 1 inch of the roughened
polyethylene lining with this two-part epoxy system.
H. Ductile Iron Pipe Mechanical Joints:
1. Assembly: In making up mechanical joints, center the spigot in the bell.
a. With a wire brush just prior to assembly of the joint thoroughly brush 8
inches outside of spigot and inside of bell with which the rubber gasket
comes in contact. Remove all oil, grit, tar (other than standard coating)
and other foreign matter from joint.
b. Brush lubricant over the gasket just prior to installation. (Note: There is
only one rubber gasket size for each diameter of pipe.)
c. Press the gasket into place within the bell and move the gland into
position, bolts inserted, and the nuts tightened finger tight.
d. Tighten the nuts with a torque wrench so that the gland is brought up
toward the pipe evenly. Torque wrenches shall be set as specified in
AWWA C111. Spanner type wrenches not longer than specified in
AWWA C111 may be used with the permission of Water Operations
Manager.
e. Prime all bolts by dipping with a bituminous coating, except the
threads. Coat threads immediately prior to installation of nuts.
f. Tighten all nuts 180 degrees apart alternately in order to produce
equal pressure on all parts of the gland.
2. Torques: Apply the following range of bolt torques:
Size
Inches
5/8
3/4
1
1-1/4
Range of
Torque - ft. Ibs
40 -60
60 - 90
70 - 100
90 - 120
3. Remaking of Joints: If effective sealing is not obtained at the maximum torque
listed above, disassemble and reassemble the joint after thorough cleaning.
BE-FT -3785-06-04
012507
Section 02650
LAYING AND JOINTING BURIED PIPELINES
Page 6 of 10
16C5
I. Ductile Iron Pipe Rubber Gasket Joints:
1. Assembly: In making up the rubber gasket joint, brush the gasket seat in the
socket thoroughly with a wire brush and wipe the gasket with a cloth.
a. Place the gasket in the socket with the large round end entering first so
that the groove fits over the bead in the seat.
b. Apply a thin film of lubricant (AWWA C600) to the inside surface of the
gasket that will come in contact with the entering pipe.
c. Brush the plain end of the pipe to be entered thoroughly with a wire
brush and place it in alignment with the bell of the pipe to which it is to
be joined.
d. Exert sufficient force on the entering pipe so that its plain end is moved
past the gasket until it makes contact with the base of the socket to
make the joint.
2. Positioning: Before proceeding with backfilling, feel completely around the
joint using a feeler gauge to confirm that the gasket is in its proper position.
a. If the gasket can be felt out of position, withdraw the pipe and examine
the gasket for cuts or breaks.
b. If the gasket has been damaged, replace it with a new one before
reinstalling the pipe.
3. Optional Mechanical Joints: Use mechanical joint fittings that meet the
requirements of Section 02630 with the rubber gasket joint pipe when
specified or when rubber gasket fittings are not available.
J. Temporary Bulkheads: Provide temporary bulkheads at the ends of sections where
adjoining pipelines have not been completed, and in connections built into pipelines
where adjoining pipelines or structures have not been completed and are not ready to
be connected.
1. Remove bulkheads encountered in connecting sewers or structures included
in this Contract, or in pipelines or structures previously built, when they are no
longer needed or when ordered.
K. Temporary Blow-Off Assembly: Dead-end water lines shall be temporarily ended with
a blow-off as shown in Collier County Standard Details. After full bore flush replace
with a fire hydrant meeting the requirements of Section 02645.
L. Sleeve Type Couplings: For sleeve type couplings, equally tighten diametrically
opposite bolts on the connection so that the gaskets will be brought up evenly all
around the pipe.
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Page 7 of 10
16C5
1. Torque Wrenches: Do the final tightening with torque wrenches set for the
torque recommended by the coupling manufacturer.
M. Concrete Encasement: Concrete encasement shall be constructed in accordance with
Collier County Standard Details when:
1. A potable water main crosses at a depth that provides less than 18 inches
clear distance from sewer lines in which case a Deviation Form request
should be completed. Encase the sewer main unless specifically approved by
Collier County Utilities. Encasement shall extend a minimum 10 feet on each
side of the point of crossing. Pressure test both pipelines to 150 psi after the
concrete has properly cured.
2. A water main running parallel to a sewer line provides less than 10 feet
separation from sewer lines, in which case a Deviation Form Request needs
to be completed. Encase the sewer main unless specifically approved by
Collier County Utilities.
3. The ENGINEER has ordered the line encased. NO POTABLE WATER MAIN
SHALL BE ENCASED IN CONCRETE UNLESS SPECIFICALLY
AUTHORIZED BY THE WATER OPERATIONS MANAGER. The points of
beginning and ending of pipe encasement shall be not more than 6 inches
from a pipe joint to protect the pipe from cracking due to uneven settlement of
its foundation or the effects of superimposed live loads.
N. Valve Box Setting: Install valve boxes vertical and concentric with the valve stem.
1. Adjust valve-box to final grade at the time designated by the Water Operations
Manager.
2. Build a reinforced collar, as shown in the standard details, 18 inches by 18
inches by 6 inches with 2, #4 reinforcing bars around the valve box head in
pavement, flush to grade of top of box. Similar collar shall be poured flush with
grade and top of unpaved areas.
3. Satisfactorily reset any valve box that is moved from its original position,
preventing the operation of the valve.
4. Replace any valve box that has been damaged.
O. Identification:
1. Metallized Warning Tape: For DIP and PVC pipe (other than gravity sewer
pipe and laterals) to be installed, 3-inch detectable marking tape, of
appropriate color and appropriate warning statement, shall be placed along
the entire pipe iength. In all cases, marking tape shall be installed two feet (2')
below grade or one-half of pipe's bury, whichever is less, during backfill
operations (refer to Utilities Standards Manual Section 1 - 1.1). All PVC pipe,
PVC fittings, and identification tape shall be color-coded per Collier County
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1
Standards. Metallized tape shall be Terra Tape D as manufactured by Reef
Industries, Inc., Houston Texas or approved equal. HDPE pipe installed by
horizontal directional drilling will not be required to be marked with metalized
warning tape.
2. Electronic Markers: Install electronic markers 6 inches above pipe at all bends
or changes in alignment and every 250 feet along the pipe between bends.
Markers shall be the appropriate Omni Marker Model 161 or 162 as
manufactured by 3M Telecom Systems Group or approved equal.
P. Separation From Other Pipe Systems:
1. Parallel Water and Sewer or Non-Potable Lines: Sanitary sewer lines, storm
sewers or force mains shall be separated from water mains by a minimum
clear vertical distance of 18 inches and a horizontal distance of 10 feet. Non-
potable, reclaimed or reuse water mains shall be separated from water mains,
gravity sewers or force mains by a minimum clear vertical distance of 18
inches and a horizontal distance of 5 feet center to center or 3 feet outside to
outside. When this standard cannot be maintained, the sewer line shall be
concrete encased for a distance of 10 feet each way from the water line and
any other conduit, with a minimum vertical clearance of 12 inches being
provided at all times. See Section 1 - Design Criteria, Subsection 1.2.3.
2. Crossing Water and Sewer or Non-Potable Lines: Water mains crossing over
a sewer or non-potable water line shall be (bottom of water main to top of
sewer) separated by at least 18 inches unless local conditions or barriers
prevent an 18 inch vertical separation. All crossings with vertical clearance
less than 18 inches shall be made using sewer pipe thickness Class 200
AWWA C900 PVC pipe, and water pipe of Class 51 Ductile iron pipe, for a
distance of 10 feet on each side of the crossing. The gravity sewer pipe in
these locations shall be backfilled with USCS Class I bedding stone to a
height of 6 inches above the crown of the pipe. When water mains cross
under a sewer, both mains shall be constructed of C900 Class 200 PVC pipe
with joints equivalent to water main standards for a distance of 10 feet on
each side of the point of crossing with no intermediate joints. Additionally, a
section of water main pipe shall be centered at the point of crossing. See
Section 1 Design Criteria, Subsection 1.3.
3.3 FIELD QUALITY CONTROL
A. Testing: Test pipelines in accordance with Section 02676.
1. Test valves in place, as far as practicable, and correct any defects in valves or
connections.
B. Inspection: Clean, inspect, and examine each piece of pipe and each fitting and
special for defects before it is installed.
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1. Cut away any lumps or projections on the face of the spigot end or the
shoulder.
2. Do not use any cracked, broken, or defective pieces in the work.
3. If any defective piece should be discovered after having been installed,
remove and replace this piece with a sound piece in a satisfactory manner at
no increase in Contract Amount.
3.4 CLEANING
A. General: Thoroughly clean all pipe before it is laid and keep it clean until it is
accepted in the completed work.
B. Removal of Materials: Exercise special care to avoid leaving bits of wood, dirt, and
other foreign particles in the pipe. If any particles are discovered before the final
acceptance of the work, remove and clean the pipe.
3.5 DISINFECTION
A. General: Disinfect all pipelines that are to carry potable water in accordance with
Section 02675.
END OF SECTION
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SECTION 02675
DISINFECTION
PART1 GENERAL
1.1 SUMMARY
A. Section Includes: Disinfection of all pipelines, tanks, structures, conduits and
equipment that are to store, handle or carry potable water. Furnish all labor, water,
chemicals and equipment, including taps, corporation stops, temporary pumps and
other items necessary to perform the Work, except as otherwise specified.
1.2 REFERENCES
A. Codes and standards referred to in this Section are:
1. AWWA C651 Disinfecting Water Mains
2. AWWA C652 Disinfection of Water-Storage Facilities
1.3 QUALITY ASSURANCE
A. Disinfection Standards: Disinfect in accordance with AWWA C651 for water mains
and AWWA C652 for water storage facilities and equipment.
B. Chlorinated Water Disposal: Dispose of old highly chlorinated water in accordance
with applicable regulations.
PART 2 PRODUCTS
Not Used
PART 3 EXECUTION
3.1 FLUSHING
A. After coordination with the COUNTY Water Distribution Section, perform all flushes,
pigging or swabbing, disinfection and post flushes in the presence of Water
department personnel. Fill all water lines with potable water, pig or swab and perform
a line flushing. All lines larger than 12 inches in diameter shall be pigged to clear
debris prior to flushing. Use a swab-type pig for HDPE pipe. Use a 5- to 7 -lb. density
poly-jacketed bullet style pig for all other pipe material. Under no circumstances is a
pig or swab considered reusable. A section of pipe shall be inserted in the gap
specified in the jumper shown in the Standard Details to connect the new construction
to the existing facilities for the purpose of accomplishing the full-bore flush.
Immediately after completion of the flush, remove the connection. The facilities shall
be capped and returned to the jumper connection shown in the Standard Details until
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DISINFECTION
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final connection is permitted by County Manager or designee at the completion of
construction and after finalization of all test procedures and bacterial clearance for
new water facilities.
3.2 WATER MAIN DISINFECTION
A. Following acceptable pressure testing, disinfect all sections of the water distribution
system and receive approval thereof from the appropriate agencies, prior to placing in
service. Provide advance notice of 48 hours to the Water Operations Manager before
disinfecting procedures start. The disinfection shall be accomplished in accordance
with the applicable provisions of AWWA Standard C651, "Disinfecting Water Mains"
and all appropriate approval agencies. All testing shall be scheduled through Helen
Moore at Collier County Water Distribution Department (239-530-6241) at a minimum
48 hours in advance.
B. The disinfecting agent shall be free chlorine in aqueous solution with sustained
concentration for 48 hours of not less than 50 parts per million. After 48 hours, if
chlorine solution contains at least 25 parts per million of chlorine, the line may then be
flushed and samples taken at various points. Chlorine may be derived from Chlorine
gas, or 70% (high test) calcium hypochlorite (HTH or Perchloron, or equal).
Administration may be by any of the several methods described in AWWA Standard
C651 as proposed by the CONTRACTOR and approved by the ENGINEER.
Proposals as to method must be made prior to commencement of the disinfection
process.
C. Following contact with chlorine solution, the system shall be thoroughly flushed out.
Schedule water sampling in coordination with the COUNTY Water Distribution
Section. The COUNTY Water Department will obtain all water samples for analysis.
D. If samples do not demonstrate satisfactory results, the line shall be flushed and a
resample taken. If the samples fail on the second attempt, re-disinfection per AWWA
standards must be repeated until two satisfactory samples are obtained. The period
between samples must be a minimum of 24 hours.
E. After approval of the samples, and before placing the system in service, perform
another flushing of the water lines to remove any stagnant water.
3.3 DISINFECTION PROCEDURES FOR TANKS (not used)
3.4 BACTERIAL SAMPLE POINTS
A. For the purpose of new water main construction, bacterial sampling points shall be
positioned at the beginning of each new system, at 1000-foot intervals and all dead
ends unless otherwise directed. These sampling points will be utilized by Utilities
personnel for water main bacterial clearance procedures. At the completion of the
project, when authorization is given by the Water Operations Manager, permanent
sampling points shall remain every 3000 feet or one at 2/3 of the length from the point
of connection to the COUNTY system if the line is less than 3000 feet long. All others
shall be removed down to the main and properly capped by the CONTRACTOR. The
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DISINFECTION
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16 C51
permanent sampling points shall be constructed as shown in the Utility Detail
Drawings.
END OF SECTION
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Section 02675
DISINFECTION
Page 3 of 3
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SECTION 02676
LEAKAGE TESTS
PART1 GENERAL
1.1 SUMMARY
A. Section Includes: Testing for any signs of leakage in all pipelines and structures
required to be watertight.
1. Test all other pipelines with water under the specified pressures.
B. Operation of Existing Facilities: Conduct all tests in a manner to minimize as much as
possible any interference with the day-to-day operations of existing facilities or other
contractors working on the site.
1.2 PERFORMANCE REQUIREMENTS
A. Written Notification of Testing: Provide written notice when the work is ready for
testing, and make the tests as soon thereafter as possible.
1. Personnel for reading meters, gauges, or other measuring devices, will be
furnished.
2. Furnish all other labor, equipment, air, water and materials, including meters,
gauges, smoke producers, blower, pumps, compressors, fuel, water,
bulkheads and accessory equipment.
1.3 REFERENCES
A. Codes and standards referred to in this Section are:
1.
AWWA C 600 -
Installation of Ductile-Iron Water Mains and Their
Appurtenances
1.4 SUBMITTALS
A. General: Provide all submittals, including the following, as specified in Division 1.
PART 2 PRODUCTS
Not Used
PART 3 EXECUTION
3.1 LEAKAGE TESTING
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Section 02676
LEAKAGE TESTS
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A. All new water pipelines installed shall be tested for leakage. The test used will be
Hydrostatic Testing for pressure. Tests to be performed will be indicated by the
ENGINEER and witnessed by the ENGINEER and the Water Operations Manager.
1. Flushing
a. Flush all mains to remove all sand and other foreign matter. The
velocity of the flushing water shall be at least 4 fps. Flushing shall be
terminated at the direction of the ENGINEER. Dispose of the flushing
water without causing nuisance or property damage.
b. Install temporary flush out connections on all dead end water mains at
the locations shown on plans and in accordance with the Collier
County Standard Details.
2. Hydrostatic Testing for DIP and PVC Pipelines:
Perform hydrostatic testing of the system as set forth in the following, and
conduct said tests in the presence of the Water Operations Manager and
other authorized agencies, with 48 hours advance notice provided.
Piping and appurtenances to be tested shall be within sections between
valves unless alternate methods have received prior approval from the Water
Operations Manager. Testing shall not proceed until concrete thrust blocks are
in place and cured, or other restraining devices installed. Thoroughly clean
and flush all piping prior to testing to clear the lines of all foreign matter. While
the piping is being filled with water care shall be exercised to permit the
escape of air from extremities of the test section, with additional release cocks
provided if required.
Perform hydrostatic testing with a sustained minimum pressure of 150 psi for
a period of not less than two (2) hours. If sustained pressure goes 5 psi above
or below 150 psi during the first two (2) hours, the test fails (AWWA
regulation). After two (2) hours, use the AWWA formula if less than 5 psi to
determine whether test fails. Testing shall be in accordance with the
applicable provisions as set forth in the most recent edition of AWWA
Standards C600 for Ductile Iron Pipe and C605 for PVC Pipe. The allowable
rate of leakage shall be less than the number of gallons per hour determined
by the following formula:
L = SD (p)"2
133,200
Where,
L = Allowable leakage in gallons per hour;
S = Length of pipe tested in feet;
D = Nominal diameter of pipe in inches;
P = Average test pressure maintained during the leakage test in
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LEAKAGE TESTS
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pounds per square inch
For 150 psi, L = (9.195 X 10-5) SD
The testing procedure shall include the continued application of the specified
pressure to the test system, for the one-hour period, by way of a pump taking
supply from a container suitable for measuring water loss. The amount of loss
shall be determined by measuring the volume displaced for the said container.
Should the test fail, repair the fault and repeat the test until results are within
the established limits. Furnish the necessary labor, water, pumps, and gauges
at specified location(s) and all other items required to conduct the required
testing and perform necessary repairs.
3. Hydrostatic Testing for HDPE Pipelines: Perform hydrostatic testing of all
HDPE pipelines as set forth in the following, and conduct said tests in the
presence of the Water Operations Manager and other authorized agencies,
with 48 hours advance notice provided.
Provide all labor, equipment and material required for testing the pipeline
upon completion of installation, pipe laying and backfilling operations, and
placement of any required temporary roadway surfacing.
Disinfect all HDPE potable water mains prior to testing in accordance with the
requirements of Section 02675 Disinfection.
Test pipelines at 150 psi.
Field test all HDPE pipelines for leakage in accordance with manufacturers
recommendations for the size and class of pipeline installed. Unless other
procedures recommended by the manufacturer are approved by the Water
Operations Manager, pressure test the pipeline as follows:
a.
Fill pipeline slowly with water. Maintain flow velocity less than two (2)
feet per second.
b.
Expel air completely from the line during filling and again before
applying test pressure. Expel air by means of taps at points of highest
elevation.
c.
Apply initial test pressure and allow to stand without makeup pressure
for two (2) to three (3) hours, to allow for diametric expansion or pipe
stretching to stabilize.
d.
After this equilibrium period, apply the specified test pressure and turn
the pump off. The final test pressure shall be held for not less than two
(2) hours.
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Section 02676
LEAKAGE TESTS
Page 3 of 4
16C5
e. Upon completion of the test, the pressure shall be bled off from the
location other than the point where the pressure is monitored. The
pressure drop shall be witnessed by the Water Operations Manager at
the point where the pressure is being monitored.
Allowable amount of makeup water for expansion of the pipeline during the
pressure test shall conform to Table III, Test Phase Make-up Amount,
contained in the manual "Inspections, Test and Safety Considerations"
published by the Plastics Pipe Institute, Inc.
If any test of pipeline installed exceeds the amount of makeup water as
allowed above, locate and repair the cause of leakage and retest the pipeline,
without additional cost to the COUNTY. Repair all visible leaks regardless of
the amount of leakage.
3.2 LEAKAGE TESTS FOR STRUCTURES (not used)
END OF SECTION
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Section 02676
LEAKAGE TESTS
Page 4 of 4
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SECTION 02999
MISCELLANEOUS WORK AND CLEANUP
PART1 GENERAL
1.1 SCOPE OF WORK
A. This Section includes operations that cannot be specified in detail as separate items
but can be sufficiently described as to the kind and extent of work involved. Furnish
all labor, materials, equipment and incidentals to complete the work under this
Section.
B. The work of this Section includes, but is not limited to, the following:
1. Crossing utilities.
2. Relocation of existing water lines, low pressure, gas lines, telephone lines,
electric lines, cable TV lines and storm drains as necessary, all as shown on
the drawings.
3. Restoring easements and rights-of-ways.
4. Cleaning up.
5. Incidental work.
1.2 WORK SPECIFIED UNDER OTHER SECTIONS
A. Complete all work in a workmanlike manner by competent workmen in full compliance
with all applicable sections of these Specifications.
PART 2 PRODUCTS
2.1 MATERIALS
A. Materials required for this Section shall be of at least the same type and quality as
materials that are to be restored. Where possible, reuse existing materials that are
removed and then replaced, with the exception of paving.
PART 3 EXECUTION
3.1 RESTORING OF CURBING, FENCES, AND GUARD RAILS (not used)
3.2 CROSSING UTILITIES
A. This item shall include any extra work required in crossing culverts, water courses,
drains, water mains, and other utilities, including all sheeting and bracing, extra
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Section 02999
MISCELLANEOUS WORK AND CLEANUP
Page 1 of 3
16CS'..
excavation and backfill, or any other work required for the crossing, whether or not
shown on the drawings.
3.3 RELOCATIONS OR REPLACEMENT OF EXISTING GAS LINES, TELEPHONE
LINES, ELECTRIC LINES, CABLE TV LINES AND DRAINAGE CULVERT
A. Notify the proper authority of the utility involved when relocation or replacement of
these lines is required. Coordinate all work by the utility so that the progress of
construction will not be hampered.
B. Reference all side drains, side ditches, swales, and storm sewers as to grade and
location prior to construction, maintain them during construction, and repair them as
necessary after construction. Where drainage structures are disturbed and must be
replaced, the minimum size replacement shall be twelve inches (12"). All drainage
cuiverts installed shall have mitered ends in conformance with the Collier County
Standard Details. Place the culvert to the specified elevations and regrade or reshape
the swale and road shoulders that have been disturbed or damaged during
construction.
3.4 PROTECTION AND RESTORATION OF PROPERTY
A. Protection and Restoration of Propertv: During the course of construction, take
special care and provide adequate protection in order to minimize damage to
vegetation, surfaced areas, and structures within the construction right-of-way and
private properties, easement or site, and take full responsibility for the replacement or
repair thereof. Immediately repair any damage to private property created by
encroachment thereon. Shouid the removal or trimming of valuable trees, shrubs, or
grass be required to facilitate the installation within the designated construction area,
this work shall be done in cooperation with the COUNTY and/or local communities
which the work takes place. Said valuable vegetation, removed or damaged, shall be
replanted, if possible, or replaced by items of equal quality, and maintained until
growth is re-established. Topsoil damaged in the course of work shall be replaced in
kind with suitable material, graded to match existing grade. Following construction
completion, the work area along the route of the installation shall be finish grade to
elevations compatible with the adjacent surface, with grassing or hand raking required
within developed areas.
B. Existing iawn surfaces damaged by construction shall be re-graded and re-sodded or
re-seeded. These areas shall be maintained until all work under this Contract has
been completed and accepted.
3.5 CLEANING UP
A. Remove all construction material, excess excavation, buildings, equipment and other
debris remaining on the job as a result of construction operations and shall render the
site of the work in a neat and orderly condition.
B. Work site clean-up shall follow construction operations without delay and in
accordance with Section 01710.
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Section 02999
MISCELLANEOUS WORK AND CLEANUP
Page 2 of 3
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3.6 INCIDENTAL WORK
A. Do all incidental work not otherwise specified, but obviously necessary for the proper
completion of the Contract as specified and as shown on the drawings.
END OF SECTION
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Section 02999
MISCELLANEOUS WORK AND CLEANUP
Page 3 of 3
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SECTION 03310
CONCRETE, MASONRY MORTAR AND GROUT
PART 1 GENERAL
1.1 SUMMARY
A. Section Includes: Cement, sand, aggregate admixtures and water for use in concrete,
masonry mortar and grout.
1.2 REFERENCES
A. Codes and standards referred to in this Section are:
1. ASTM C 91 - Masonry Cement
2. ASTM C 144- Aggregate for Masonry Mortar
3. ASTM C 150- Portland Cement
4. ASTM C 207 - Hydrated Lime for Masonry Purposes
5. ASTM C 270 - Mortar for Unit Masonry
6. ASTM C 231 - Air Content of Freshly Mixed Concrete
7. ASTM C 404 - Aggregate for Masonry Grout
8. ASTM C 476 - Grout for Masonry
9. ASTM C 780 - Preconstruction and Construction Evaluation of Mortars for
Plain and Reinforced Unit Masonry
10. ASTM C 1019 - Sampling and Testing Grout
11. CRD C-619 - Specification for Grout Fluidifier.
12. CRD C-621 - Specification for Non-Shrink Grout.
13. Brick Institute of America Research Report No. 15
14. ACI 530.1/ASCE 6-92 - Specifications for Masonry Structures
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Section 03310
CONCRETE, MASONRY MORTAR AND GROUT
Page 1 of 6
16C5
1.3 SUBMITTALS
A. Provide all submittals, including the following, as specified in Division 1.
B. Product Data and Information: Submit the following:
1. Furnish notarized certificates of manufacture as evidence that the cement
conforms to the specified requirements. Include mill-test reports on the
cement.
2. Furnish notarized certificates to verify that the hydrated lime and aggregates
meet the specified requirements.
3. Furnish laboratory tests as evidence that the air content and masonry mortar
compressive strength meet the requirements of ASTM 270 Type N and that
the effiorescence tendency meets the requirements of the wick test in Brick
Institute of America Research Report No. 15.
4. Furnish laboratory tests as evidence that the masonry grout compressive
strength is equal to or greater than 2,500 psi at 28 days.
1.4 DELIVERY, STORAGE AND HANDLING
A. General: Deliver, store and handle all mortar and grout materials as recommended by
the manufacturers and as specified in Division 1 (and as follows:)
B. Cement: Store cement in weathertight buildings that will exclude moisture and
contaminants. Do not use cement that has deteriorated from storage.
C. Hydrated Lime: Store hydrated lime in weathertight buildings which will exclude
moisture and contaminants.
D. Aggregates: Keep aggregates clean and free from all other materials during
transportation and handling. Stockpile aggregate in a manner to prevent segregation.
PART 2 PRODUCTS
2.1 CEMENT
A. Portland Cement shall be of a standard brand and shall conform to the requirements
of ASTM C150-latest edition, except as hereinafter stated. One bag of cement shall
be considered as weighing 94 pounds. Type I shall be used unless higher cement is
specified, in which event Type III shall be used. For Type I, the maximum amount of
tricalcium silicate shall be 60 percent. Cement may be shipped either in paper or cloth
sacks and the package shall have the brand and name of manufacturer plainly
marked on the outside. All cement shall be stored in weatherproof buildings in such a
manner as will prevent absorption of moisture by the lower layers. Shipment shall be
segregated by lot for identification. Type I cement which has been in storage more
than 90 days shall be re-tested before use. Where carload shipments are used, a
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Section 03310
CONCRETE, MASONRY MORTAR AND GROUT
Page 2 of 6
1 6 C S ..~
certificate from an approved testing laboratory shall be submitted prior to use of such
cement on the job.
2.2 AGGREGATE
A. Fine Aggregate:
1. Composition: Fine aggregate shall consist of natural sand and shall be graded
from coarse to fine within the following limits shown in the table below. Sand
failing to meet the minimum requirement for material passing the Number 50
and/or Number 100 Sieve may be used, provided other satisfactory inorganic
fine materials are added. If two sands are used, each must be mixed, after
separate weighing, in proportions approved by the Water Operations
Manager.
U.S. Standard Square Percent of Total By Weight Passing
Opening Sieve Minimum Maximum
NO.4 97 100
NO.8 80 100
No. 30 25 75
No. 50 10 30
No. 100 2 10
No. 200lBv WashinO\ 0 4
2. Stockpiling: Fine aggregate shall be stored on a well-drained site, which has
been cleared, grubbed and cleaned. Stockpiles shall be built up so as to
prevent segregation of large and small particles.
3. Unsuitable Materials in Fine Aggregate: Not more than one percent (1%) by
weight of clay lumps or soft, disintegrated or coated grains shall be present in
the fine aggregate. It shall also be free from foreign material such as dirt,
wood, paper, burlap, or other unsuitable material. When tested in accordance
with AASHTO T-21-27, it shall show a color not darker than standard. When
tested for mortar strength in accordance with AASHTO T-71-38, the fine
aggregate shall have a tensile strength at three (3) days (Type III), or at seven
(7) days, (Type I); not less than 95 percent of that developed by mortar having
the same water-cement ratio and consistency, made of the same cement and
graded Ottawa Sand having a fineness modulus of 2.40, plus or minus 0.05.
B. Coarse Aggregate:
1. Composition: Coarse aggregate shall consist of crushed stone. It shall be
washed to remove clay, loam and dust. At his/her discretion, the Water
Operations Manager may waive the washing requirement for stone having a
loss of not more than thirty per cent (30%) when tested in accordance with the
provisions of AASHTO T-96-38.
BE-FT -3785-06-04
012507
Section 03310
CONCRETE, MASONRY MORTAR AND GROUT
Page 3 of 6
16C5
2. Unsuitable Material in Coarse Aggregate: The coarse aggregate shall not
contain more than the following percentages of deleterious material:
Soft Fibrous, Disintegrated Particles (Weight)
Clay Lump (Weight)
Finer Than No. 200 Sieve (Weight)
Flat or Elongated Particles (Count)
3.0%
0.2%
0.5%
10.0%
When subjected to AASHTO Test T-96-38, the aggregate shall have a loss
not greater than sixty-five percent (65%). Aggregate shall be free from loam,
wood, leaves, or other foreign material.
3. Gradation: For unreinforced foundations, for paving or for other unreinforced
mass concrete, the gradation of coarse aggregate shall be as shown in Table
1. For reinforced footings, reinforced walls over 6" in thickness, ordinary floor
slabs and similar structures, the gradation shall be as shown on Table 2. For
handrails, reinforced walls, thin reinforced floor slabs electrical conduit
encasement, and similar construction, the gradation shall be as shown on
Table 3.
Table 1
Percent Passing Percent By Weight
Square Opening Sieve
2-112 inch 100
2 inch 95 - 100
1 inch 35 - 70
1/2 inch 10-30
NO.4 0-5
Table 2
Percent Passing Percent By Weight
Square Opening Sieve
1-1/2 inch 100
1 inch 90 -100
1/2 inch 25 - 60
NO.4 0-10
NO.8 0-5
Table 3
Percent Passing Percent By Weight
Square Opening Sieve
1 inch 100
3/4 inch 90 - 100
3/8 inch 20 - 55
NO.4 0-10
NO.8 0-5
BE-FT-3785-06-04
012507
Section 03310
CONCRETE, MASONRY MORTAR AND GROUT
Page 4 of 6
16C5
4. Stockpiles: Stockpiles shall be constructed in layers not exceeding three feet
(3') in height, and material shall be deposited in such manner as to prevent
segregation of coarse and fine materials. Each type of aggregate shall be
placed in a separate stockpile. Stockpile sites shall be cleared, grubbed and
drained before using.
2.3 HYDRATED LIME
A. Provide hydrated lime meeting the requirements of ASTM C 207.
2.4 WATER
A. Water shall be clean and free from salt, oil or organic substances. Laboratory tests
shall be made to determine suitability of any water for use in concrete unless it is
secured from a public water supply.
PART 3 EXECUTION
3.1 CONCRETE PROPORTIONING
A. Concrete aggregate shall be proportioned by weight. When the sources of supply
shall have been determined by the CONTRACTOR and approved by the Water
Operations Manager, the mix shall be set by an approved testing laboratory. Mix shall
be designed for a "slump" suitable for the character of structure in which the concrete
is to be incorporated. All concrete shall be as specified herein.
B. After a suitable design mix has been approved by the Water Operations Manager, it
shall not be changed so long as materials of the same characteristics are used in the
mix. Within the limits of the various cement factors shown above, the mix shall be
varied until the homogenous workable mixture, suitable for the class of structure
intended, has been obtained.
3.2 CONCRETE MIXING
A. Concrete mixing shall be by means of a modern batch mixer equipped with accurately
operating water measuring device and an automatic time locking device.
B. Where a central batching plant is not operated, each mixer must have available an
approved portable weighing device for use in proportioning. Each batch shall be
mixed for one and one-half (1) minutes after charging has been completed, and
during such mixing period, that drum shall operate with a peripheral speed of not less
than one-hundred and fifty-three (153), nor more than two-hundred and twenty-five
(225) feet per minute. The number of revolutions per minute shall be between
fourteen (14) and twenty (20). Retempering concrete or use of concrete in which
initial set has taken place will not be allowed. Transit mixed concrete from an
approved batching plant and suitable truck mixer may be approved by the Water
Operations Manager.
BE-FT-3785-06-04
012507
Section 03310
CONCRETE, MASONRY MORTAR AND GROUT
Page 5 of 6
16C5
3.3 PIPE GROUT
A. Mix lean grout for backfilling the space surrounding the pipe sections in tunnel or
other areas as specified or directed in the proportion of 1 part Portland cement to 12
parts sand by volume.
B. Mix grout to a consistency that can be pumped into the pipe. Use a grout f1uidifier to
reduce water quantity and improve workability.
3.4 TESTING
A. Masonry Mortar: Make and test specimens for preconstruction and construction
evaluation of masonry mortar in accordance with the requirements of ASTM C 780.
B. Masonry Grout: Make and test specimens for preconstruction and construction
evaluation of masonry grout in accordance with the requirements of ASTM C 1019.
C. Concrete shall contain cement, coarse aggregate, and fine aggregate meeting the
Specifications contained in previous paragraphs of this Part. Unless otherwise
specified or shown in the plans, the design strength of the several elements included
in the plans shall be:
1. Four thousand (4,000) pounds minimum compressive strength per square
inch at twenty-eight (28) days for all piers, reinforced walls, fioors, slabs,
precast structures and other special sections where specifically shown on the
plans or Standard Details.
2. Two thousand five hundred (2,500) pounds minimum compressive strength
per square inch at twenty-eight (28) days for all blocking, reinforced footings,
for retaining walls not subject to hydrostatic pressure, or where specifically
shown on the plans or shown in the Standard Details.
END OF SECTION
BE-FT-3785-06-04
012507
Section 03310
CONCRETE, MASONRY MORTAR AND GROUT
Page 6 of 6
.l b lJ:;J .~.
16C5
SECTION 05540
METAL CASTINGS
PART 1 GENERAL
1.1 SUMMARY
A. Section Includes: Miscellaneous ferrous and nonferrous castings.
1. This classification includes wheel guards, valve boxes, manhole frames and
covers, manhole steps, stop plank grooves, brackets and supports for piping
and gutter inlets, floor drains, cleanouts and special malleable iron castings
and inserts.
1.2 REFERENCES
A. Codes and standards referred to in this Section are:
1. ASTM A 27/A27M - Specification for Steel Castings, Carbon for General
Applications
2. ASTM A 47 Specification for Ferric Malleable Iron Castings
3. ASTM A 48 Specifications for Gray Cast Iron Castings
4. ASTM A 148/A148M - Specifications for Steel Castings
5.
ASTM A 536 -
Specifications for Ductile Iron Castings
6.
ASTM B 26/B26M
Aluminum
7.
ASTM B 148
Aluminum Bronze Sand Castings
8.
ASTM B 584
Manganese Bronze
PART 2 PRODUCTS
2.1 WORKMANSHIP
A. Provide castings accurately made to the approved dimensions, and plane or grind
castings where marked or where otherwise necessary to secure flat and true
surfaces. Make allowance in the patterns so that the specified thickness is not
reduced. Supply castings showing the name of the manufacturer and the country of
manufacture. No plugging or welding of defective castings will be permitted.
BE-FT -3785-06-04
012507
Section 05540
METAL CASTINGS
Page 1 of 2
r n r: I'~
16C5
2.2 WEIGHTS
A. Reject castings with a weight which is less than the theoretical weight based on
required dimensions by more than 5 percent. Provide facilities at the site for weighing
castings in the presence of the ENGINEER, or furnish invoices showing true weights,
certified by the supplier.
PART 3 EXECUTION
3.1 INSTALLATION
A. Erect all castings to accurate grades and alignment, and when placing in concrete
carefully support castings to prevent movement during concreting.
3.2 PAINTING
A. If painting is specified, clean metal castings thoroughly before painting. Give valve
boxes one coat of primer and two coats of an approved asphaltum varnish or other
approved coating at the point of manufacture. Paint all other castings as specified in
the Collier County Standard Details.
END OF SECTION
BE-FT-3785-06-04
012507
Section 05540
METAL CASTINGS
Page 2 of 2
16C5
SECTION 15100
WATER VALVES AND APPURTENANCES
PART 1 GENERAL
1.1 SCOPE OF WORK
A. Furnish all labor, materials, equipment, and incidentals required and install complete
and ready for operation all valves and appurtenances as shown on the Drawings and
as specified herein.
1.2 REFERENCES
A. Codes, specifications, and standards referred to by number or title form a part of this
Section to the extent required by the references to codes, specifications, and
standards. Latest revisions, as of the date of bid opening, apply, unless otherwise
noted on the Drawings or specified in this Section.
B. Standards
Designation Title
Designation
Title
ANSI/AWWA
C111/A21.11
Rubber-Gasket Joints for Ductile-Iron and Gray-Iron Pressure
Pipe and Fittings
ANSI/AWWA
C500
Gate Valves
ANSI/AWWA
C509
Resilient-Seated Gate Valves 3 through 12 NPS, for Water and
Sewage Systems
ANSI/AWWA
C512
Air Release, AirNacuum, and Combination Air Valves for
Waterworks Service
ANSI/B16.1
Cast Iron Pipe Flanges and Flanged Fittings, Class 125
ANSI/B16.3
Malleable Iron Threaded Fittings, Class 150 and 300
ANSI/B16.5
Pipe Flanges and Flanged Fittings, Steel Nickel Alloy and Other
Special Alloys
ASTM A276
Specification for Stainless and Heat-Resisting Steel Bars and
Shapes
BE-FT-3785-06-04
012507
Section 1 51 00
WATER VALVES AND APPURTENANCES
Page 1 of 7
16C5
ASTM A231
Specification for Steel Casting, Austenitic, for High-
Temperature Service
ASTM A743
Specification for Castings, Iron-Chromium, Iron-Chromium-
Nickel, and Nickel-Base Corrosion-Resistant for General
Application
MSS SP-60
Connecting Flange Joint Between Tapping Sleeves and
Tapping Valves
1.3 DEFINITIONS
A. References to valve sizes on the Drawings and in the Specifications are intended to
be nominal size, and shall be interpreted as nominal size.
1.4 SUBMITTALS
A. General: as specified in:
1. General Conditions;
2. Supplementary General Conditions;
1.5 QUALITY ASSURANCE
A. Testing: Test valves as specified in this Section.
PART 2 PRODUCTS
2.1 GENERAL:
A. All valves and appurtenances shall be of the size shown on the Drawings and as far
as possible all equipment of the same type shall be from one manufacturer.
B. All valves and appurtenances shall have the name of the maker and the working
pressure for which they are designed cast in raised letters upon some appropriate
part of the body.
2.2 MANUFACTURES
A. U.S. Pipe, Clow, American Darling, Kennedy, Mueller, Ford or equal by U.S.
manufacturer.
2.3 DESIGN
A. Resilient, Wedge or Gate Valves and Boxes
1. Valves for pipe less than 2 inches in diameter shall conform to the
requirements of AWWA C509 or C515 (latest revisions) and shall be cast iron,
BE-FT -3785-06-04
012507
Section 15100
WATER VALVES AND APPURTENANCES
Page 2 of 7
16C5
single wedge, non-rising stem, screwed bonnet, 125 pounds S.P., 200 pounds
W.O.G with stuffing box repackable under pressure and all parts renewable.
Ends shall be as shown or indicated on the drawings. Air release line valves,
bacterial sampling station line valves and curb stops shall be Mueller Mark II
Oriseal or approved equal. Corporation stops shall be Mueller H1 0045 or
approved equal and ball valves shall be Ford Brass Ball Valves or an
approved equal.
2. Resilient, wedge or gate valves 2 inches in diameter and larger shall be cast
or ductile iron body, non-rising stem, bronze mounted gate valves, mechanical
joint conforming to requirements of the AWWA Standard C509 or C515 and
shall be provided with a 2 inch square operating nut with the word open and
an arrow cast in the metal to indicate direction. Valves shall be resilient,
wedge, or gate type and shall turn to the left (counter clockwise) to open. The
wedge or gate shall be cast iron or ductile iron per ASTM A536, minimum
65,OOO-psi strength and, completely encapsulated with urethane rubber,
permanently bonded to the wedge or gate to meet ASTM test for rubber metal
bond, ASTM D429. The valve stems for non-rising stem assemblies shall be
cast bronze with integral collars in full compliance with AWWA. OS & Y stems
shall be on bronze bar stock. The NRS stem stuffing box shall be the O-ring
seal type with two rings located above thrust collar; the two rings shall be
replaceable with valve fully open and subjected to full rated working pressure.
The minimum safe working pressure shall be 200 psi.
3. There shall be two low torque thrust bearings located above and below the
stem collar. The stem nut shall be independent of wedge and shall be made of
solid bronze. There shall be a smooth unobstructed waterway free of all
pockets, cavities and depressions in the seat area. The body and bonnet shall
be coated with fusion-bonded epoxy both interior and exterior. Each valve
shall have the manufacturers name, pressure rating and year manufactured
cast on body. The valve shall be designed and tested to be opened and
closed under a differential pressure of at least twice the working pressure.
B. Valves for Buried Service
1. Valves for buried service shall meet all the requirements as specified herein
for interior except that buried valves shall have mechanical joint ends.
2. All buried valves shall have cast-iron three-piece valve boxes, valve boxes
shall be provided with suitable heavy bonnets to extend to such elevation at
the finished grade surface as directed by the ENGINEER. The barrel shall be
two-piece, screw type. The upper section shall have a flange at the bottom
having sufficient bearing area to prevent settling, shall be designed so as to
prevent the transmission of surface loads directly to the valve or piping, and
shall be complete with cast iron covers. Covers shall have "WATER" cast into
the top. The covers shall be so constructed as to prevent tipping or rattling. All
valve boxes located in paved roadways or sidewalks shall have locking
covers. Valve boxes shall be Model 461 manufactured by Tyler/Union or
approved equal.
BE-FT-3785-06-04
012507
Section 15100
WATER VALVES AND APPURTENANCES
Page 3 of 7
16C5
3. Where valves are located out of pavement, the boxes shall be adjusted to
finished grade with a concrete collar as shown in the Details.
4. Valve boxes shall be of the heavy duty, traffic bearing cast iron, adjustable
screw type with a drop cover. The valve box assembly shall consist of a
bottom section, top section and cover which is cast from gray iron, formulated
to ASTM specification A-48 latest revision, minimum tensile of 21,000 psi and
shall be free from blowholes, shrinkage or other imperfections not true to
pattern. The shaft size shall be 5 1/4" and the adjustable length shall be from
18" to 36". The wall thickness shall be 1/4". The weight of the assembly shall
be 61 pounds :t 2 pounds, with the cover weight being a minimum of 13
pounds.
5. The name of the manufacturer and foundry of origin shall be cast into each of
the components of the assembly in legible fonm. The assembly shall be
suitable for highway traffic wheel loads of 16,000 pounds and shall withstand
a proof load test of 25,000 pounds without failure or permanent deflection.
C. Combination Air Release Valves for Potable Water and Non-Potable Irrigation
Systems
1. Air release valves shall exhaust large quantities of air during the filling of a
pipeline or vessel. The valve shall be capable of venting air up to sonic
velocity without blowing shut, closing only after all the air has been vented.
The valve shall continue to release small quantities of air under pressure as
often as needed to keep the system free of accumulated air. The valve shall
automatically open to allow air to re-enter during draining or whenever a
negative pressure occurs.
2. Combination air valves shall be of the size shown on the plans and conform to
the requirements of AWWA C512 and be of the Kinetic design capable of
exhausting air at up to sonic velocity without blowing shut.
3. Body and cover shall be ASTM A126 Class B cast iron with stainless steel
floats and replaceable seats of Buna-N or other suitable material. Internal
linkage mechanism shall be 18-8 stainless steel. Plastic or bronze
components are not acceptable. Air release orifice shall be suitable for 300
PSI maximum working pressure. Screens shall be installed on the opening of
all air release valves.
4. Valves 3-inch size and smaller shall have a threaded inlet connection, and
larger valves shall have a flanged inlet faced and drilled per ANSlmB16.1
Class 250.
5. Valves shall have a threaded outlet on valves to 4-inch size and a protective
cowl on larger sizes.
BE-FT -3785-06-04
012507
Section 15100
WATER VALVES AND APPURTENANCES
Page 4 of 7
16C5
6. 1 inch NPT inlet and outlet shall be provided, unless otherwise specified on
the drawings.
7. Connections from corporation stops to air release valves shall be brass for
rigidity.
D. Tapping Valves and Sleeves
1. All tapping sleeve and valve assemblies shall meet the requirements of
AWWA Standard C500, latest revision. Cast iron tapping sleeves or stainless
steel wrap-around sleeves, and cast iron valves shall be used to make live
taps into the existing water mains where shown on the drawings. Sleeve
bodies must be of stainless steel. The flanges must conform to AWWA C207
Class D ANSI 150# drilling. All bolts and nuts shall be as specified.
2. CONTRACTOR shall verify type of existing main prior to ordering. The tapping
valve shall have an inlet flange to match the sleeve and a mechanical joint
outlet for connection to water main pipe. Tapping valve shall meet the
requirements for gate valves specified herein. The sleeve shall have
provisions for a tap and shall be pressure tested at 150 psi for a minimum of
30 minutes prior to tapping.
E. Service Connection Materials
1. Service Saddles
a. Service saddles or fittings shall be used with taps to all types of pipe.
Gasket shall be cemented in place and confined in a retaining groove.
Saddles shall be cast iron saddles with double brass straps.
b. Tapping sleeves and valves shall be used for all taps.
c. Service saddies on ductile iron pipe shall be Ford 202B, and on PVC
pipe shall be Ford S 90 or approved equal, with AWWA threaded
corporation stop connections.
2. Water Meters
a.
Potable Water Meters: Potable water meters provided for service
connections to the COUNTY water distribution system shall be
designed to accept an encoder compatible with the COUNTY
Automatic Meter Reading (AMR) system. The COUNTY will install the
meters and the AMR encoder units on 2-inch and smaller meters.
AMRs 3-inch and larger shall be turned over to the technician doing
the full bore flush. All potable water meters larger than 2-inch shall be
installed above ground. These meters shall be equipped with a
backflow preventer and installed by the CONTRACTOR at his
expense, including the AMR encoder unit. The type of backflow device
utilized for potable lines shall be on the Water Department approved
BE-FT-3785-06-04
012507
Section 15100
WATER VALVES AND APPURTENANCES
Page 5 of 7
16C5
list of backflow preventers available on the Collier County government
web site. All potable water meters 3-inch or greater shall be purchased
by the owner and installed by the CONTRACTOR. The master meter
assemblies shall be built in accordance with the design details in
Section 3 Utilities Detail Drawings. The location of all meters shall be
clearly shown on the construction plans.
3. Corporation Stops for Service Connections
a. Corporation stops shall meet the requirements of AWWA C800, and
shall be Mueller H15008, or approved equal; ends AWWA thread x
compression, CTS.
4. Water Service Tubing
a. Water service connection tubing shall be blue polyethylene municipal
service tubing as shown on Utility Detail Drawing W-12.
b. Polyethylene tubing shall meet the requirements of AWWA Standard
C901. Polyethylene tubing shall be 3406 polyethylene.
5. Polyethylene Service Tube Stiffeners
a. A solid ring, stainless steel insert shall be installed with each and every
compression connection made with polyethylene tubing.
PART 3 EXECUTION
3.1 INSTALLATION
A. Install all valves and appurtenances in accordance with manufacturers instructions
and in the locations shown, true to alignment and rigidly supported. Repair any
damage to the above items to the satisfaction of the ENGINEER before they are
installed.
B. After installation, test all valves and appurtenances for at least one hour at the
working pressure corresponding to the class of pipe, unless a different test pressure
is specified. If any joint proves to be defective, repair it to the satisfaction of the
ENGINEER.
C. Install all floor boxes, brackets, extension rods, guides, the various types of operators
and appurtenances as shown on the Drawings that are in masonry floors or walls,
and install concrete inserts for hangers and supports as soon as forms are erected
and before concrete is poured. Before setting these items, check all plans and
figures, which have a direct bearing on their location and assure the proper location of
these valves and appurtenances during the construction of the structures.
D. Flanged joints shall be made with Series 300, stainless steel bolts. All exposed bolts
shall be made with Series 300 stainless steel bolts.
BE-FT -3785-06-04
012507
Section 15100
WATER VALVES AND APPURTENANCES
Page 6 of 7
16C5
E. Prior to assembly of split couplings, thoroughly clean the grooves as well as other
parts. The ends of the pipes and outside of the gaskets shall be moderately coated
with petroleum jelly, cup grease, soft soap or graphite paste, and the gasket shall be
slipped over one pipe end. After the other pipe has been brought to the correct
position, center the gasket properly over the pipe ends with the lips against the pipes.
The housing sections then shall be placed. After the bolts have been inserted, tighten
the nuts until the housing sections are firmly in contact, metal-to-metal, without
excessive bolt tension.
F. Prior to the installation of sleeve-type couplings, thoroughly clean the pipe ends for a
distance of 8". Soapy water may be used as a gasket lubricant. A follower and
gasket, in that order, shall be slipped over each pipe to a distance of about 6" from
the end, and the middle ring shall be placed on the already laid pipe end until it is
properly centered over the joint. Insert the other pipe end into the middle ring and
bring to proper position in relation to the pipe already laid. The gaskets and followers
shall then be pressed evenly and firmly into the middle ring flaires. After the bolts
have been inserted and all nuts have been made up finger-tight, uniformly tighten
diametrically opposite nuts progressively all around the joint, preferably by use of a
torque wrench of the appropriate size and torque for the bolts.
G. Carefully inspect each valve, open it wide and then tightly close it and test the various
nuts and bolts for tightness. Special care shall be taken to prevent any foreign matter
from becoming lodged in the valve seat. Gate valves, unless shown otherwise, shall
be set with their stems vertically above the centerline of the pipe. Remove and
replace any valve that does not operate correctly.
H. Carefully center valve boxes over the operating nuts of the valves so as to permit a
valve wrench or key to be fitted easily to the operating nut. Valve boxes shall be set to
conform to the level of the finished surface and held in position by a ring of concrete
placed under the support flange as shown in Section 3, Utility Detail Drawings. The
valve box shall not transmit surface loads to the pipe or valve. Exercise care to
prevent earth and other material from entering the valve box. Any valve box which is
out of alignment or whose top does not conform to the finished ground surface shall
be dug and reset. Before final acceptance of the work, adjust all valve boxes to finish
grade. Valve extension stems or risers shall not be used.
3.2 SHOP PAINTING
A. Ferrous surfaces of valves and appurtenances shall receive a coating of epoxy in
accordance with AWWA Standard C550 and meets or exceeds all test requirements
including the Food and Drug Administration Document Title 21 of the Federal
Regulations on Food Additives, Section 175.000 entitled "Resinous and
D2794.
END OF SECTION
BE-FT-3785-06-04
012507
Section 15100
WATER VALVES AND APPURTENANCES
Page 7 of 7
16C5
EXHIBIT K
PERMITS
GC-CA-K-1
. :) C5 It
EXHIBIT L
STANDARD DETAILS
GC-CA-L-1
16C5
EXHIBIT M
PLANS AND SPECIFICATIONS
GC-CA-M-1
16C5
EXHIBIT N
CONTRACTOR'S KEY PERSONNEL ASSIGNED TO THE PROJECT
GC-CA-N-1
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16G6
MEMORANDUM
Date:
May 29,2007
To:
Dianna Perryman, Contract Specialist
Purchasing Department
From:
Ann Jennejohn, Deputy Clerk
Minutes & Records Department
Re:
Contract #07-4088
"Trenchless Sewer System
Rehabilitation Contracting Services"
Contractor: Reynold Inliner, LLC
Attached please find three (3) original documents, as referenced above,
(Agenda Item #16C6), approved by the Board of County Commissioners
on Tuesday, March 27, 2007.
An original has been retained in the Minutes and Records Department
and one has been sent to the Finance Department.
If you should have any questions, please contact me at 774-8406.
Thank you.
Attachments (3)
FILE NO.:
{)7- PI2e-tJ06 7?
16C6
DATE R~CEI\.(EO:~
-' "',-"L..- \...'1 II Ii-
Ol)i~TY ATTORNl\
ITEM NO.:
ROUTED TO:
2007 f'iA Y I 7 At; iO: 01;
DO NOT WRITE ABOVE THIS LINE
RECEIVED
REQUEST FOR LEGAL SERVICES
MAY 2 " 28U7
Date: May 10, 2007
"URCHA"ING DEPT
To: Office of the County Attorney
Attention: Robert Zachary
From: Dianna Perryman., Contract Specialist
Purchasing Department, Extension ~ 'J.. t.j &-.1 0
,
Re:
Contract: #07-4088 'Trenchless Sewer System
Contracting Services"
Contractor: Reynold Inliner, LLC
'- C- yVV
<:)_2~--u7
BACKGROUND OF REQUEST:
This item has not been previously submitted.
ACTION REQUESTED:
Contract review and approval.
OTHER COMMENTS:
Robert, please forward to the Chairrnal, of L1,e Doard ef CeuRty
Commissioners for signature after approval. If there are any questions
concerning the document, please contact me. Purchasing would appreciat
notification when the documents exit your office. Thank you.
C: James Sainvilus, PUED ~
nl /. r y 10 I.--~/( -+rJ:y
f/J-3!o7- ~ (fAAf~
16C6
MEMORANDUM
FROM:
Wayne Fiyalko
Risk Management Department
Dianna Perryman, Contract speciali~
Purchasing Department
D.4 7'r R.
A14Y ! ;rCtlvtD
RISK, 2001
~GE.I1[Nr
TO:
DATE: May 10,2007
RE: Review of Insurance for Contract: #07-4088 "Trench less Sewer
System Rehabilitation Contracting Services"
Contractor: Reynold In liner, LLC .
Please review the Insurance Certificates for the above-referenced contract. If
everything is acceptable, please forward to the County Attorney for further
review and approval. Also, please advise me when it has been forwarded.
Thank you. If you have any questions, please contact me at extension 4270. . \1. ~
~\..s,!t ~'
sfnLo, ~~---~
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1J'ol"".r "U-'1'",.<-.Q
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dod/DP
C: James Sainvilus, PUED
A G R E E M ENTNo. 07-4088
For
Trenchless Sewer System Rehabilitation Contracting Services
1 ~6C6
This AGREEMENT made and entered into on this 27th day of March, 2007, by and between Reynold
Inliner, LLC hereinafter called the "Contractor" and Collier County, a political subdivision of the State
of Florida, Collier County, Naples, hereinafter called the "County":
WIT N E SSE T H:
1. COMMENCEMENT: The contract shall be for a one (1) year period, commencing on March 27,
2007, and terminating on March 26, 2008.
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 periods. The County shall give the Contractor written notice of the County's intention to
renew the Agreement term not less than ten (10) days 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 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 not less than ten (10) days prior to the end of the
Agreement term then in effect.
2. STATEMENT OF WORK. The Contractor shall furnish and deliver Category A, Cured-in-Place
Pipe lining as secondary vendor, Category Bl, Fold-and-Form using HDPE Pipe Lining
Contractor and Category D, Work Common to All Technologies, in accordance with the
specifications, terms and conditions of Bid #07-4088 and the Contractor's proposal hereto
attached and made an integral part of this agreement.
3. COMPENSATION. The County shall pay the Contractor for the performance of this
Agreement the aggregate of the units actually ordered and furnished at the unit price, together
with the cost of any other charges/fees submitted in the proposal. Any county agency may
purchase products and services under this contract, provided sufficient funds are included in
their budget(s).
4. NOTICES: All notices required or made pursuant to this Agreement to be given by the County to
the Contractor shall be made in writing and shall be delivered by hand, by fax, e-mail, or by the
United States Postal Service Department, first class mail service, postage prepaid, addressed to the
following Contractor's address of record:
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Mark Harris, Vice President
Reynolds Inliner, LLC
2601 W. Lake Mary Blvd., Suite 129
Lake Mary, FL 32746
Telephone: 877-226-3674
FPJ<:407-472-0097
All notices required or made pursuant to this Agreement to be given by the Contractor to the
County shall be in writing and shall be delivered by hand, by fax, e-mail, or by United States
Postal Service Department, first class mail service, postage prepaid, addressed to the following
County's address of record:
Collier County Government Complex
Purchasing Department
Attention: Stephen Y. Carnell
Director of Purchasing and General Services
3301 East Tamiami Trail
Purchasing Building G
Naples, Florida 34112
Fax: 239-732-0844
SteveCarnell@colliergov.net
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 Service Agreement must be in writing.
5. 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.
6. PERMITS: LICENSES: TAXES: In compliance with Section 218.80, Florida Statutes, all permits
necessary for the prosecution of the Work shall be obtained by the Contractor. Payment for all
such permits issued by the County shall be processed internally by the County. Contractor is not
responsible for paying for permits issued by Collier County, but is responsible for acquiring all
permits. Owner may require the Contractor to deliver internal budget transfer documents to
applicable Collier county agencies when the Contractor is acquiring permits.
All permits, fees and licenses necessary for the prosecution of the Work which are not issued by
Collier County shall be acquired and paid for by the Contractor. 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.
7. 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
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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 Contract 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.
8. TERMINATION: Should the Contractor be found to have failed to perform his services in a
manner satisfactory to the County and requirements of this Agreement, the County may
terminate said Agreement immediately for cause; further the County may terminate this
Agreement for convenience with a seven (7) day written notice. The County shall be sole judge
of non-performance.
9. NO DISCRIMINATION: The Contractor agrees that there shall be no discrimination as to race,
sex, color, creed or national origin.
10. INSURANCE: The Contractor shall provide insurance as follows:
A. Commercial General Liability: Coverage shall have minimum limits of $1,000,000 Per
Occurrence, Combined Single Limit for Bodily Injury Liability and Property Damage Liability.
This shall include Premises and Operations; Independent contractors; Products and
Completed Operations and Contractual Liability.
B. 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. Workers' Compensation: Insurance covering all employees meeting Statutory Limits in
compliance with the applicable state and federal laws. The coverage must include Employers'
Liability with a minimum limit of $1,000,000 for each accident.
Special Requirements: Collier County Board of County Commissioners shall be listed as the
Certificate Holder and included as an Additional Insured on both the Comprehensive
General Liability and Business Auto Liability Policies.
Current, valid insurance policies meeting the requirement herein identified shall be
maintained by Contractor during the duration of this Agreement. Renewal certificates shall
be sent to the County 30 days prior to any expiration date. There shall be a thirty (30) day
notification to the County in the event of cancellation or modification of any stipulated
insurance coverage.
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Contractor shall ensure that all subcontractors comply with the same insurance requirements
that he is required to meet. The same Contractor shall provide County with certificates of
insurance meeting the required insurance provisions.
11. INDEMNIFICATION: To the maximum extent permitted by Florida law, the Consultant or
Consultant shall 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, to the extent caused by the negligence, recklessness, or
intentionally wrongful conduct of Consultant or Consultant or anyone employed or utilized by
the Consultant or Consultant 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.
12. BONDS. Florida State Law requires payment and performance bonds for any project
exceeding $200,000 and County Policy requires bonding for any project where payment will be
spread out over a series of payments and/ or where the project's duration will be in excess of
thirty (30) days.
A. The Owner shall use its discretion for bonding where a project may be in excess of fifty
thousand dollars ($50,000), and completed in more than thirty (30) days, the Contractor(s)
shall be required to provide Payment and Performance Bonds.
B. When required by Owner, the Contractor shall furnish a Performance and/ or Payment Bond
prior to commencing performance, for the full amount of the Work, which shall act as a
security guaranteeing the performance of the Contractor's work and the payment by the
Contractor to any other party (ies) providing labor and/ or materials in connection with each
construction or renovation project performed by the Contractor. The bonds shall be furnished
using the forms prescribed in Exhibit" A" .
C. If the surety for any bond furnished by Contractor is declared bankrupt, becomes insolvent, its
right to do business in the State of Florida, or it ceases to meet the requirements imposed by
the Contract Documents, the Contractor shall, within five (5) calendar days thereafter,
substitute another bond and surety, both of which shall be subject to the Owner's approval.
13. PAYMENTS WITHHELD. Owner may decline to approve any Application for Payment, or
portions thereof, because of defective or incomplete work, outstanding punchlist items,
subsequently discovered evidence or subsequent inspections. The Owner may nullify the whole
or any part of any approval for payment previously issued and Owner may withhold any
payments otherwise due Contractor under this Agreement or any other agreement between
Owner and Contractor, to such extent as may be necessary in the Owner's opinion to protect it
from loss because of: (a) defective Work not remedied; (b) third party claims failed or reasonable
evidence indicating probable fling of such claims; (c) failure of Contractor to make payment
properly to subcontractors or for labor, materials or equipment; (d) reasonable doubt that the
Work can be completed for the unpaid balance of the Contract Amount; (e) reasonable
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indication that the Work will not be completed within the Contract Time; (f) unsatisfactory
prosecution of the Work by the Contractor; or (g) any other material breach of the Contract
Documents.
If any conditions described above are not remedied or removed, Owner may, after three (3) days
written notice, rectify the same at Contractor's expense. Owner also may offset against any sums
due Contractor the amount of any liquidated or unliquidated obligations of Contractor to Owner,
whether relating to or arising out of this Agreement or any other agreement between Contractor
and Owner.
14. RELEASE OF CLAIMS Before final acceptance of the work and final payment by the County,
the Contractor shall furnish to the County proper and satisfactory evidence (See Exhibit C), that
all claims for labor and materials employed or used at the construction of said work have been
settled and there are no legal claim(s) against the County for such labor and materials. If such
evidence is not furnished to the County, such amounts, as many as may be necessary to meet the
unsatisfied claims, may be retained from monies due to the Contractor under this contract until
the liabilities shall be fully discharged.
15. SUBMITTALS AND SUBSTITUTIONS. Any substitution of products/materials from
specifications shall be approved in writing by Owner in advance.
16. CONTRACT TIME AND TIME EXTENSIONS.
A. Time is of the essence in the performance of any Work under this Agreement and
Contractor shall diligently pursue the completion of the Work and coordinate the Work being
done on the Project by its subcontractors and materialmen, as well as coordinating its Work
with all work of others at the Project Site, so that its Work or the work of others shall not be
delayed or impaired by any act or omission by Contractor. Contractor shall be solely
responsible for all construction means, methods, techniques, sequences, and procedures as
well as coordination of all portions of the Work under the Contract Documents, and the
coordination of Owner's supplies and contractors.
B. Should Contractor be obstructed or delayed in the prosecution of or completion of the Work
as a result of unforeseeable causes beyond the control of Contractor, and not due to its fault or
neglect, including but not restricted to acts of Nature or of the public enemy, acts of
Government, fires, floods, epidemics, quarantine regulation, strikes or lockouts, Contractor
shall notify the Owner in writing within forty-eight (48) hours after the commencement of
such delay, stating the cause or causes thereof, or be deemed to have waived any right which
Contractor may have had to request a time extension.
C. No interruption, interference, inefficiency, suspension or delay in the commencement or
progress of the Work from any cause whatever, including those for which Owner may be
responsible, in whole or in part, shall relieve Contractor of his duty to perform or give rise to
any right to damages or additional compensation from Owner. Contractor expressly
acknowledges and agrees that it shall receive no damages for delay. Contractor's sole
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remedy, if any, against Owner will be the right to seek an extension to the Contract Time;
provided, however, the granting of any such time extension shall not be a condition precedent
to the aforementioned "No Damage for Delay" provision. This paragraph shall expressly
apply to claims for early completion, as well as to claims based on late completion.
17. CHANGES IN THE WORK. Owner shall have the right at any time during the progress of the
Work to increase or decrease the Work. Promptly after being notified of a change, Contractor
shall submit an itemized estimate of any cost or time increases or savings it foresees as a result
of the change. Except in an emergency endangering life or property, or as expressly set forth
herein, no addition or changes to the Work shall be made except upon written order of Owner,
and Owner shall not be liable to the Contractor for any increased compensation without such
written order. No office, employee or agent of Owner is authorized to direct any extra or
changed work orally.
A Change Order in the form attached as Exhibit "B" to this Agreement, shall be issued and
executed promptly after an agreement is reached between Contractor and Owner concerning the
requested changes. Contractor shall promptly perform changes authorized by duly executed
Change Orders. The Contract Amount and Contract Time shall be adjusted in the Change order
in the manner as Owner and Contractor shall mutually agree.
18. COMPLIANCE WITH LAWS. Contractor agrees to comply, at its own expense, with all
federal, state and local laws, codes, statutes, ordinances, rules, regulations and requirements
applicable to the Project, including but not limited to those dealing with taxation, workers'
compensation, equal employment and safety (including, but not limited to, the Trench Safety
Act, Chapter 553, Florida Statutes). If Contractor observes that the Contract Documents are at
variance therewith, it shall promptly notify Owner in writing.
19. CLEAN UP. Contractor agrees to keep the Project site clean at all times of debris, rubbish and
waste materials arising out of the Work. At the completion of the Work, Contractor shall
remove all debris, rubbish and waste materials from and about the Project site, as well as all
tools, appliances, construction equipment and machinery and surplus materials, and shall leave
the Project site clean and ready for occupancy by Owner.
20. ASSIGNMENT. Contractor shall not assign this Agreement or any part thereof, without the
prior consent in writing of Owner. 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
Owner.
21. WARRANTY. Contractor shall obtain and assign to Owner all express warranties given to
Contractor or any subcontractors by any materialmen supplying materials, equipment or
fixtures to be incorporated into the Project. Contractor warrants to Owner that any materials
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and equipment furnished under the Contract Documents shall be new unless otherwise
specified, and that all Work shall be of good quality, free from all defects and in conformance
with the Contract Documents.
Contractor further warrants to Owner that all materials and equipment furnished under the
Contract Documents shall be applied, installed, connected, erected, used, cleaned and
conditioned in accordance with the instructions of the applicable manufacturers, fabricators,
suppliers or processors except as otherwise provided for in the Contract Documents.
If, within one (1) year after final completion, any Work is found to be defective or not in
conformance with the Contract Documents, Contractor shall correct it promptly after receipt of
written notice from Owner. Contractor shall also be responsible for and pay for replacement or
repair of adjacent materials or Work which may be damaged as a result of such replacement or
repair. These warranties are in addition to those implied warranties to which Owner is entitled
as a matter of law.
22. EMPLOYEES. Contractor shall supply competent employees, who are neat, clean, well
groomed and courteous and who are physically capable of performing their employment
duties. The County may require the Contractor to remove an employee it deems careless,
incompetent, insubordinate or otherwise objectionable and whose continued employment on
Collier County work assignments is not in the best interest of the County.
23. TESTS AND INSPECTIONS. If the Contract Documents or any codes, laws, ordinances, rules
or regulations of any public authority having jurisdiction over the Project requires any portion
of the Work to be specifically inspected, tested or approved, Contractor shall assume full
responsibility therefore, pay all costs in connection therewith and furnish to the Owner the
required certificates of inspection, testing or approval. All inspections, tests or approvals shall
be performed in a manner and by organizations acceptable to the Owner.
24. PROTECTION OF WORK. Adequate protection and maintenance of all underground and
surface structures, drains, sewers and other obstructions encountered in the progress of the
work shall be the responsibility of the Contractor. If necessary, temporary support shall be
installed by the Contractor. Any structures which may have been disturbed shall be restored as
soon as possible to their original condition.
Any damage to existing structures or utilities shall be immediately repaired or paid for by the
Contractor at no expense to the County.
A. Contractor shall fully protect the Work from loss or damage and shall bear the cost of
any such loss or damage until final payment has been made. If Contractor or anyone
for whom Contractor is legally liable is responsible for any loss or damage to the Work,
or other work or materials of Owner or Owner's separate contractors, Contractor shall
be charged with the same, and any monies necessary to replace such loss or damage
shall be deducted from any amounts due Contractor.
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B.
Contractor shall not load nor permit any part of any structure to be loadeli~n~ 6
manner that will endanger the structure, nor shall Contractor subject any part of the
Work or adjacent property to stresses or pressures that will endanger it.
c.
Contractor shall not disturb any benchmark established by the Owner with respect to
the Project. If Contractor, or its subcontractors, agents or anyone, for whom Contractor
is legally liable, disturbs the Owner's benchmarks, Contractor shall immediately notify
Owner. The Owner shall re-establish the benchmarks and Contractor shall be liable for
all costs incurred by Owner associated therewith.
25. DEFECTIVE WORK. All work performed by the Contractor, not in accordance with the intent
of the plans and specifications, will be rejected and shall be removed immediately by the
Contractor and replaced by suitable and satisfactory work at no additional cost to the County.
26. DAMAGE TO WORK. Until final acceptance of the work by the County Wastewater
Collections Utility Department, it shall be under the charge and care of the Contractor, and he
shall take every necessary precaution against injury or damage to the work by action of the
elements or for any other cause. The County will not be responsible for or pay for damage
while under construction.
27. PROTECT RESTORATION AND FINAL CLEAN UP. The Contractor will restore all work
sites to the condition they were in prior to the start of work on the project. Before the work is
considered complete, all rubbish and unused material due to or connected with the construction
must be removed and the premises left in a condition satisfactory to the County. All damaged
areas shall be restored as directed by the County. All excess earth shall be hauled to a location
as designated by the County. Final payment shall be withheld until such work is completed.
28. BARRICADES, GUARDS AND SAFETY PROVISIONS. To protect persons, including the
workmen, from injury and to avoid property damage and damage to the work, adequate
barricades, construction signs, torches, red lanterns, and guards as required shall be placed and
maintained by the Contractor during the progress of the construction work and in the case of
work on or near traveled roadways until it is safe for traffic to use the highway. All material
piles, equipment, pipe, excavations and mounds of earth that may serve as obstruction to traffic
shall be protected by proper lights when the visibility is poor. The rules and regulations of the
authorities regarding safety provisions shall be observed.
The Contractor shall carryon work in a manner which will cause the least interruption to both
vehicular and pedestrian traffic, and not more than two (2) consecutive blocks shall be closed to
through travel, including the cross street intersected. Safe and suitable means of ingress and
egress to and from all public and private properties shall be provided during construction.
Where traffic must cross open trenches, suitable bridges shall be provided at street intersections
and driveways.
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The Contractor shall be held liable for any property damage or personal injury resulting from
failure by the Contractor to take adequate safety precautions, and shall inderrmify the County
and Engineer or his representative from all claims arising from such negligence.
The Contractor shall be responsible, in all respects, to conduct his operations in compliance with
the u.s. Department of Labor Safety and Health Regulations for construction promulgated
under the Occupational Health and Safety Act of 1980 (PL-596) and under Section 107 of the
Contract Work Hours and Safety Standards Act (PL-91-54).
29. EMERGENCIES. In the event of any emergency affecting the safety or protection of persons or
the Work or property at the Project site or adjacent thereto, Contractor, without special
instruction or authorization from Owner is obligated to act to prevent threatened damage,
injury or loss. Contractor shall give the Owner written notice within forty-eight (48) hours after
the occurrence of the emergency, if Contractor believes that any significant changes in the Work
or variations from the Contract Documents have been caused thereby.
If the Owner determines that a change in the Contract Documents is required because of the
action taken in response to an emergency, a Change Order shall be issued to document the
consequences of the changes or variations.
If Contractor fails to provide the forty-eight (48) hour written notice noted above, the Contractor
shall be deemed to have waived any right it otherwise may have had to seek an adjustment to
the Contract Amount or an extension to the Contract Time.
30. CONTRACT ADMINISTRATION. This Agreement shall be administered on behalf of the
County by the Water and Wastewater Departments.
31. COMPONENT PARTS OF THIS CONTRACT. This Contract consists of the attached or
referenced component parts, all of which are as fully a part of the Agreement as if herein set out
verbatim, including:, Contractor's Proposal, Insurance Certificate, Bid No. 06-4088, Exhibit A,
Public Payment Bond, Exhibit A-2 Public Performance Bond, Exhibit B Change Order, Exhibit C
Warranty, any addenda, any Quotation/Work Order made or issued pursuant to this
Agreement, and any related plans or specifications for any such Quotations or Work Orders.
32. 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, 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 contract held by the individual and/ or firm for
cause.
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33. 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.
34. IMMIGRATION LAW COMPLIANCE. By executing and entering into this agreement, the
Contractor is formally acknowledging without exception or stipulation that it is fully
responsible for complying with the provisions of the Immigration Reform and Control Act of
1986 as located at 8 U.s.e. 1324, et seq. and regulations relating thereto, as either may be
amended. 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.
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IN WITNESS WHEREOF, the Contractor and the County, have each, respectively, by an authorized
person or agent, hereunder set their hands and seals on the date and year first above written.
ATTEST:
Dwight E. Brock, Clerk of Courts
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By: llu..u.fJl J'J~~~J 1, OL .
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Dated.,. y 1
Attest(.~ Ctt. tr8llll ,
stonllture on 1.
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First Witness
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Type/Pri t Witness Name
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Second Witne ~' , ,
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Ca.r I e VI C2-- ,,\. A VI t h D n '"
Type/Print Witness Name./
Approved as to form and
legal ~
Robert Zac ar
Assistant County Attorney
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By ~~~
James C etta, Chairman
Contractor
Reynolds Inliner, LL
By:
Signatur1
M~ }-fa r (' ,'S
Typed Signature
Vir!? Pr^ps:ote...",t
Title
Item # \ (p C t I)
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Page-11-
ACORD," CERTIFICATE OF LIABILITY INSURANCE I DATE (MM/DDfYYYY)
5/22/07R
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
MJ Insurance, Inc. ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
PO Box 50435 HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW,
Indianapolis, IN 46250-0435
317 805-7500 INSURERS AFFORDING COVERAGE NAIC#
INSURED INSURER A Liberty Mutual Ins Co-MA 23043
Miller Pipeline Corporation INSURER B: Liberty Insurance Corp.MA 42404
8850 Crawfordsville Road INSURER c: Great American Insurance Co. 16691
Indianapolis, IN 46234-1559 INSURER D: Liberty Mutual Fire Ins-M 23035
INSURERE:
Client#: 4966
MILLPIP1
16Gb
COVERAGES
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED 10 THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT VJiTH 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. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
P~i: ~~~! TYPE OF INSURANCE POLICY NUMBER Pti'A~~1~~iJ8mlE Pg~!fJ(~~b~mN LIMITS
A ~NERAL LIABILITY EB 1641437256027 04/01/07 04/01/08 EACH OCCURRENCE '1 000 000
X COMMERCIAL GENERAL L1ABILlTf ~~~~~~l9F~ENTED '1 000 000
I CLAIMS MADE [!] OCCUR MED EXP (Anyone person) .10000
X $50,000 BJlPD OED PERSONAL & ADV INJURY .1 000 000
X CNTRCTL & XCU GENERAL AGGREGATE .2 000 000
~'~ AGG~EriiE LIMIT APrilS PER PRODUCTS - COMPIOP AGG .2 000 000
POLICY X ~~8T X LOC
0 ~TOMOBILE LIABILITY AS2641437256037 04/01/07 04/01108 COMBINED SINGLE LIMIT
..!... ANY AUTO (Eaaccidenl) '1,000,000
- ALL OWNED AUTOS BODILY INJURY
{Per person) .
- SCHEDULED AUTOS
~ HIRED AUTOS HIRED CAR PO BODILY INJURY
.
~ NON-OWNED AUTOS DEDUCTIBLES (Peraccidenl)
X $200,000 L1AB $1,000 COMP PROPERTf DAMAGE
DEDUCTIBLE $1,000 COLL (Peraccidenl) .
~~GE LIABILITY AUTO ONLY - EA ACCIDENT .
ANY AUTO OTHER THAN EA ACC .
AUTO ONLY: AGG .
=S~SSIUMBRELLA LIABILITY EACH OCCURRENCE .
OCCUR D CLAIMS MADE AGGREGATE .
.
~ ~EDUCT[BLE .
RETENTION . .
B WORKERS COMPENSATION AND VVA764D437256017 04/01/07 04/01/08 X WC STATU- IOJt'
EMPLOYERS' LIABILITY 3C-OTHER STATES .1,000,000
ANY PROPRIETOR/PARTNERIEXECUTIVE E.L. EACH ACCIDENT
N OFFICER/MEMBER EXCLUDED? INS. EXCEPT ND,OH, E.L. DISEASE - EA EMPLOYEE .1,000,000
If yes, describe under VVA,VVV.VVY E.L. DISEASE - POLICY LIMIT .1,000,000
SPECIAL PROVISIONS below
C OTHER INSTALLATION MAC135971005 04/01/07 04/01/08 $1,000,000 LIMIT
FLOATER $5,000 DEDUCTIBLE
RTD/LSD EQUIPMENT $10,000 OED. $500,000 PER ITEM LIMIT
DESCRIPTION OF OPERATIONS I LOCATIONS !VEHICLES I EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS
'EXCEPT 10 DAYS VVRITTEN NOTICE OF CANCELLATION FOR NON-PAYMENT OF PREMIUM
The Certificate Holder is included as Additional Insured on General
liability (LC2019 OG05) and Auto liability as required by written, signed
contract or as stated within the Additionallnsured form.
CERTIFICATE HOLDER
CANCELLATION
Collier County Board
of County Commissioners
3301 E. Tamiami Trail
Naples, FL 34112
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL -.6.0.:. DAYS WRITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL
IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR
ACORD 25 (2001108) 1 of 2
#S123827/M120434
NNS
@ ACORD CORPORATION 1988
16Lt
IMPORTANT
If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement
on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s}.
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).
DISCLAIMER
The Certificate of Insurance on the reverse side of this form does not constitute a contract between
the issuing insurer(s), authorized representative or producer, and the certificate holder, nOf does it
affirmatively or negatively amend, extend Of alter the coverage afforded by the policies listed thereon.
ACORD 25-5 (2001/08)
2 012
#S123827/M120434
16G6
LIBERTY MUTUAL INSURANCE COMPANY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED
This endorsement modifies insurance provided under the following:
EXCESS COMMERCIAL GENERAL LIABU"ITY COVERAGE FORM
SECTION II _ \VHO IS AN INSURED is amended to include as an
you have agreed in writing to provide liability insurance. But:
The insurance provided by this amendment:
1. Applies only to "bodily injury" or "property
property owned by or rented to you;
2. Applies only to coverage and minimum
exceeds either the scope of at
3.
insurance provided
insured to provide liability insurance
apply solely on the basis required by such
specify 011 what basis the liability insurance will apply. this
atnOUl1.tlt), and we will share liability in excess of the "self-
and collectible primary insurance avaihble to the Additional Insured.
the Additional Insured.
d. of Condition 4. Other Insurance of SECTION IV will not apply to the Additional Insured.
;tthis endorsement shall not apply to any person or organization for any "bodily injury" or "property damage" if
',i'~ny other additional insured endorsement applies to that person or organization with regard to the "bodily
injury" or "property damage",
7. Subject to 1, above, if any other additional insured endorsement applies to any person or organization and you
arc obligated under a written agreement to provide liability ifl.surance on a primary, excess, contingent, or any
LC 20 19 06 OS
Page 1 of2
16C6
other basis for that additional insured, this policy will apply solely on the basis required by such written
agreement, \Xlhere the applicable Wfitten agreement does not specify on what basis the liability insurance will
apply. this insutance is primary (subject to the "self-insured amount"), and we will share liability in excess of the
"self-insured amount" with any other valid and collectible primary insurance available to the Additional
Insured,
COMPANY
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Issued To
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Countt'rsigned by
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PRESIDENT
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End.SenalNo.
"Issued
Sales Office and No.
LC 20 19 06 05
Page 20f2
16C6
MEMORANDUM
Date:
June 4, 2007
To:
Dianna Perryman, Contract Specialist
Purchasing Department
From:
Ann Jennejohn, Deputy Clerk
Minutes & Records Department
Re:
Contract #07-4088
"Trenchless Sewer System
Rehabilitation Contracting Services"
Contractor: Miller Pipeline Corporation
Attached please find three (3) original documents, as referenced above,
(Agenda Item #16C6), approved by the Board of County Commissioners
on Tuesday, March 27, 2007.
An original has been retained in the Minutes and Records Department
and one has been sent to the Finance Department.
If you should have any questions, please contact me at 774-8406.
Thank you.
Attachments (3)
ITEM NO.:
16C6
DATE RECEIVED:
FILE NO.:
ROUTED T00? _ ~R.C _oo~ I?'~
DO NOT WRITE ABOVE THIS LINE
REQUEST FOR LEGAL SERVICES
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To:
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Attention: n_L.._'-' 7F1el=larv{e>-r>1 f~
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Date:
May 17, 2007
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From:
Dianna Perryman., Contract Specialist 0
Purchasing Department, Extension 2e6=r l./.;< 7
<.f\
Re: Contract: #07-4088 "Trench less Sewer System Rehabilitation
Contracting Services"
Contractor: Miller Pipeline Corporation
BACKGROUND OF REQUEST:
This contract was approved by the BCC on March 27, 2007; Agenda
Item 16.C.6.
This item has not been previously submitted.
ACTION REQUESTED:
Contract review and approval.
OTHER COMMENTS:
Robert, performance bonds are required upon issuance of work as per
Item 12 in contract document. Please forward to the Chairman of the Board of
County Commissioners for signature after approval. If there are any questions
concerning the document, please contact me. Purchasing would appreciate
notification when t~e documents exit your offce Th9 15 you
?!/1;1- ~~-V-: Pj- if ~/,J1 L ._;/ :~f~__
?1'I!o7- ~~~~~~r,---w-
C: James Sainvilus, PUED
16 C6
MEMORANDUM
TO: Wayne Fiyalko
Risk Management Department
FROM: Dianna Perryman, Contract Specialist
Purchasing Department
DATE RECEIVED
MAY 17 2007
RISK MANAGEMENT
DATE: May 17, 2007
RE: Review of Insurance for Contract: #07-4088 "Trench less Sewer
System Rehabilitation Contracting Services"
Contractor: Miller Pipeline Corporation
This Contract was approved by the BCC on March 27, 2007; Agenda Item
16.C.6.
Please review the Insurance Certificates for the above-referenced contract. If
everything is acceptable, please forward to the County Attorney for further
review and approval. Also, please advise me when it has been forwarded.
Thank you. If you have any questions, please contact me at extension 4270.
/\S( ~a/~l ~'J, n v..A.
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dodlDP
C: James Sainvilus, PUED
16 C6
A G R E EM E N T No. 07-4088
For
Trenchless Sewer System Rehabilitation
THIS AGREEMENT made and entered into on this 27th day of March, 2007, by and between Miller
Pipeline Corporation dea Criner' g PiFQlinll SIilr"ice, hereinafter called the "Contractor" and Collier
County, a political subdivision of the State of Florida, Collier County, Naples, hereinafter called the
"County":
WIT N E SSE T H:
1. COMMENCEMENT: The contract shall be for a one (1) year period, commencing on March 27,
2007, and terminating on March 26, 2008.
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 periods. The County shall give the Contractor written notice of the County's intention to
renew the Agreement term not less than ten (10) days 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 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 not less than ten (10) days prior to the end of the
Agreement term then in effect.
2. STATEMENT OF WORK. The Contractor shall furnish and deliver Category A, Cured-in-Place
Pipe lining as primary vendor, Category B2, Fold-and-Form using PVC Pipe Lining Contractor
and Category D, Work Common to All Technologies in accordance with the terms and
conditions of the specifications of Bid #07-4088 and the contractor's proposal hereto attached
and made an integral part of this agreement.
3. COMPENSATION. The County shall pay the Contractor for the performance of this
Agreement the aggregate of the units actually ordered and furnished at the unit price, together
with the cost of any other charges/fees submitted in the proposal. Any county agency may
purchase products and services under this contract, provided sufficient funds are included in
their budget(s).
4. NOTICES: All notices required or made pursuant to this Agreement to be given by the County to
the Contractor shall be made in writing and shall be delivered by hand, by fax, e-mail, or by the
United States Postal Service Department, first class mail service, postage prepaid, addressed to
the following Contractor's address of record:
Page .1.
16 C6
Mark R. Walborn, Senior Vice President
Miller Pipeline Corporation dba Craincr's Pipelinc Services
8850 Crafordsville Road
Indianapolis, Indiana 46234
Telephone: 317-293-0278
FAX: 317-293-8502
All notices required or made pursuant to this Agreement to be given by the Contractor to the
County shall be in writing and shall be delivered by hand, by fax, e-mail, or by United States
Postal Service Department, first class mail service, postage prepaid, addressed to the following
County's address of record:
Collier County Government Complex
Purchasing Department
Attention: Stephen Y. Carnell
Director of Purchasing and General Services
3301 East Tamiami Trail
Purchasing Building G
Naples, Florida 34112
Fax: 239-732-0844
SteveCarnell@colliergov.net
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 Service Agreement must be in writing.
5. 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.
6. PERMITS: LICENSES: TAXES: In compliance with Section 218.80, Florida Statutes, all permits
necessary for the prosecution of the Work shall be obtained by the Contractor. Payment for all
such permits issued by the County shall be processed internally by the County. Contractor is not
responsible for paying for permits issued by Collier County, but is responsible for acquiring all
permits. Owner may require the Contractor to deliver internal budget transfer documents to
applicable Collier county agencies when the Contractor is acquiring permits.
All permits, fees and licenses necessary for the prosecution of the Work which are not issued by
Collier County shall be acquired and paid for by the Contractor. 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.
7. 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
Page -2-
16Cb
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 Contract 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 conunence operation during the suspension period until the violation has been corrected
to the satisfaction of the County.
8. TERMINATION: Should the Contractor be found to have failed to perform his services in a
manner satisfactory to the County and requirements of this Agreement, the County may
terminate said Agreement immediately for cause; further the County may terminate this
Agreement for convenience with a seven (7) day written notice. The County shall be sole judge
of non-performance.
9. NO DISCRIMINATION: The Contractor agrees that there shall be no discrimination as to race,
sex, color, creed or national origin.
10. INSURANCE: The Contractor shall provide insurance as follows:
A. Commercial General Liabilitv: Coverage shall have minimum limits of $1,000,000 Per
Occurrence, Combined Single Limit for Bodily Injury Liability and Property Damage Liability.
This shall include Premises and Operations; Independent contractors; Products and
Completed Operations and Contractual Liability.
B. Business Auto Liabilitv: 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. Workers' Compensation: Insurance covering all employees meeting Statutory Limits in
compliance with the applicable state and federal laws. The coverage must include Employers'
Liability with a minimum limit of $1,000,000 for each accident.
Special Requirements: Collier County Board of County Commissioners shall be listed as the
Certificate Holder and included as an Additional Insured on both the Comprehensive
General Liability and Business Auto Liability Policies.
Current, valid insurance policies meeting the requirement herein identified shall be
maintained by Contractor during the duration of this Agreement. Renewal certificates shall
be sent to the County 30 days prior to any expiration date. There shall be a thirty (30) day
notification to the County in the event of cancellation or modification of any stipulated
Insurance coverage.
Page -3-
16 C6
Contractor shall ensure that all subcontractors comply with the same insurance requirements
that he is required to meet. The same Contractor shall provide County with certificates of
insurance meeting the required insurance provisions.
11. INDEMNIFICATION: To the maximum extent permitted by Florida law, the Contractor shall
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, to the extent caused by the negligence, recklessness, or intentionally wrongful
conduct of 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.
12. BONDS. Florida State Law requires payment and performance bonds for any project exceeding
$200,000 and County Policy requires bonding for any project where payment will be spread out
over a series of payments and/ or where the project's duration will be in excess of thirty (30)
days.
A. The Owner shall use its discretion for bonding where a project may be in excess of fifty
thousand dollars ($50,000), and completed in more than thirty (30) days, the Contractor(s)
shall be required to provide Payment and Performance Bonds.
B. When required by Owner, the Contractor shall furnish a Performance and/ or Payment Bond
prior to commencing performance, for the full amount of the Work, which shall act as a
security guaranteeing the performance of the Contractor's work and the payment by the
Contractor to any other party (ies) providing labor and/ or materials in connection with each
construction or renovation project performed by the Contractor. The bonds shall be furnished
using the forms prescribed in Exhibit" A".
C. If the surety for any bond furnished by Contractor is declared bankrupt, becomes insolvent, its
right to do business in the State of Florida, or it ceases to meet the requirements imposed by
the Contract Documents, the Contractor shall, within five (5) calendar days thereafter,
substitute another bond and surety, both of which shall be subject to the Owner's approval.
13. PAYMENTS WITHHELD. Owner may decline to approve any Application for Payment, or
portions thereof, because of defective or incomplete work, outstanding punchlist items,
subsequently discovered evidence or subsequent inspections. The Owner may nullify the whole
or any part of any approval for payment previously issued and Owner may withhold any
payments otherwise due Contractor under this Agreement or any other agreement between
Owner and Contractor, to such extent as may be necessary in the Owner's opinion to protect it
from loss because of: (a) defective Work not remedied; (b) third party claims failed or reasonable
evidence indicating probable fling of such claims; (c) failure of Contractor to make payment
properly to subcontractors or for labor, materials or equipment; (d) reasonable doubt that the
Work can be completed for the unpaid balance of the Contract Amount; (e) reasonable
Page .4.
16 C6
indication that the Work will not be completed within the Contract Time; (f) unsatisfactory
prosecution of the Work by the Contractor; or (g) any other material breach of the Contract
Documents.
If any conditions described above are not remedied or removed, Owner may, after three (3) days
written notice, rectify the same at Contractor's expense. Owner also may offset against any sums
due Contractor the amount of any liquidated or unliquidated obligations of Contractor to Owner,
whether relating to or arising out of this Agreement or any other agreement between Contractor
and Owner.
14. RELEASE OF CLAIMS Before final acceptance of the work and final payment by the County,
the Contractor shall furnish to the County proper and satisfactory evidence (See Exhibit q, that
all claims for labor and materials employed or used at the construction of said work have been
settled and there are no legal claim(s) against the County for such labor and materials. If such
evidence is not furnished to the County, such amounts, as many as may be necessary to meet the
unsatisfied claims, may be retained from monies due to the Contractor under this contract until
the liabilities shall be fully discharged.
15. SUBMITTALS AND SUBSTITUTIONS. Any substitution of products/materials from
specifications shall be approved in writing by Owner in advance.
16. CONTRACT TIME AND TIME EXTENSIONS.
A. Time is of the essence in the performance of any Work under this Agreement and Contractor
shall diligently pursue the completion of the Work and coordinate the Work being done on
the Project by its subcontractors and materialmen, as well as coordinating its Work with all
work of others at the Project Site, so that its Work or the work of others shall not be delayed or
impaired by any act or omission by Contractor. Contractor shall be solely responsible for all
construction means, methods, techniques, sequences, and procedures as well as coordination
of all portions of the Work under the Contract Documents, and the coordination of Owner's
supplies and contractors.
B. Should Contractor be obstructed or delayed in the prosecution of or completion of the Work
as a result of unforeseeable causes beyond the control of Contractor, and not due to its fault or
neglect, including but not restricted to acts of Nature or of the public enemy, acts of
Government, fires, floods, epidemics, quarantine regulation, strikes or lockouts, Contractor
shall notify the Owner in writing within forty-eight (48) hours after the commencement of
such delay, stating the cause or causes thereof, or be deemed to have waived any right which
Contractor may have had to request a time extension.
C. No interruption, interference, inefficiency, suspension or delay in the commencement or
progress of the Work from any cause whatever, including those for which Owner may be
responsible, in whole or in part, shall relieve Contractor of his duty to perform or give rise to
any right to damages or additional compensation from Owner. Contractor expressly
acknowledges and agrees that it shall receive no damages for delay. Contractor's sole
remedy, if any, against Owner will be the right to seek an extension to the Contract Time;
provided, however, the granting of any such time extension shall not be a condition precedent
Page -5-
16C6
to the aforementioned "No Damage for Delay" provIsIOn. This paragraph shall expressly
apply to claims for early completion, as well as to claims based on late completion.
17. CHANGES IN THE WORK. Owner shall have the right at any time during the progress of the
Work to increase or decrease the Work. Promptly after being notified of a change, Contractor
shall submit an itemized estimate of any cost or time increases or savings it foresees as a result
of the change. Except in an emergency endangering life or property, or as expressly set forth
herein, no addition or changes to the Work shall be made except upon written order of Owner,
and Owner shall not be liable to the Contractor for any increased compensation without such
written order. No office, employee or agent of Owner is authorized to direct any extra or
changed work orally.
A Change Order in the form attached as Exhibit "B" to this Agreement, shall be issued and
executed promptly after an agreement is reached between Contractor and Owner concerning the
requested changes. Contractor shall promptly perform changes authorized by duly executed
Change Orders. The Contract Amount and Contract Time shall be adjusted in the Change order
in the manner as Owner and Contractor shall mutually agree.
18. COMPLIANCE WITH LAWS. Contractor agrees to comply, at its own expense, with all federal,
state and local laws, codes, statutes, ordinances, rules, regulations and requirements applicable
to the Project, including but not limited to those dealing with taxation, workers' compensation,
equal employment and safety (including, but not limited to, the Trench Safety Act, Chapter 553,
Florida Statutes). If Contractor observes that the Contract Documents are at variance therewith,
it shall promptly notify Owner in writing.
19. CLEAN UP. Contractor agrees to keep the Project site clean at all times of debris, rubbish and
waste materials arising out of the Work. At the completion of the Work, Contractor shall
remove all debris, rubbish and waste materials from and about the Project site, as well as all
tools, appliances, construction equipment and machinery and surplus materials, and shall leave
the Project site clean and ready for occupancy by Owner.
20. ASSIGNMENT. Contractor shall not assign this Agreement or any part thereof, without the
prior consent in writing of Owner. 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
Owner.
21. WARRANTY. Contractor shall obtain and assign to Owner all express warranties given to
Contractor or any subcontractors by any materialmen supplying materials, equipment or
fixtures to be incorporated into the Project. Contractor warrants to Owner that any materials
and equipment furnished under the Contract Documents shall be new unless otherwiseh
Page -6-
16 C6
specified, and that all Work shall be of good quality, free from all defects and in conformance
with the Contract Documents.
Contractor further warrants to Owner that all materials and equipment furnished under the
Contract Documents shall be applied, installed, connected, erected, used, cleaned and
conditioned in accordance with the instructions of the applicable manufacturers, fabricators,
suppliers or processors except as otherwise provided for in the Contract Documents.
If, within one (1) year after final completion, any Work is found to be defective or not in
conformance with the Contract Documents, Contractor shall correct it promptly after receipt of
written notice from Owner. Contractor shall also be responsible for and pay for replacement or
repair of adjacent materials or Work which may be damaged as a result of such replacement or
repair. These warranties are in addition to those implied warranties to which Owner is entitled
as a matter of law.
22. EMPLOYEES. Contractor shall supply competent employees, who are neat, clean, well
groomed and courteous and who are physically capable of performing their employment
duties. The County may require the Contractor to remove an employee it deems careless,
incompetent, insubordinate or otherwise objectionable and whose continued employment on
Collier County work assignments is not in the best interest of the County.
23. TESTS AND INSPECTIONS. If the Contract Documents or any codes, laws, ordinances, rules
or regulations of any public authority having jurisdiction over the Project requires any portion
of the Work to be specifically inspected, tested or approved, Contractor shall assume full
responsibility therefore, pay all costs in connection therewith and furnish to the Owner the
required certificates of inspection, testing or approval. All inspections, tests or approvals shall
be performed in a manner and by organizations acceptable to the Owner.
24. PROTECTION OF WORK. Adequate protection and maintenance of all underground and
surface structures, drains, sewers and other obstructions encountered in the progress of the
work shall be the responsibility of the Contractor. If necessary, temporary support shall be
installed by the Contractor. Any structures which may have been disturbed shall be restored as
soon as possible to their original condition.
Any damage to existing structures or utilities shall be immediately repaired or paid for by the
Contractor at no expense to the County.
A. Contractor shall fully protect the Work from loss or damage and shall bear the cost of
any such loss or damage until final payment has been made. If Contractor or anyone
for whom Contractor is legally liable is responsible for any loss or damage to the Work,
or other work or materials of Owner or Owner's separate contractors, Contractor shall
be charged with the same, and any monies necessary to replace such loss or damage
shall be deducted from any amounts due Contractor.
Page -7-
16 C6
B. Contractor shall not load nor permit any part of any structure to be loaded in any
manner that will endanger the structure, nor shall Contractor subject any part of the
Work or adjacent property to stresses or pressures that will endanger it.
C. Contractor shall not disturb any benchmark established by the Owner with respect to
the Project. If Contractor, or its subcontractors, agents or anyone, for whom Contractor
is legally liable, disturbs the Owner's benchmarks, Contractor shall immediately notify
Owner. The Owner shall re-establish the benchmarks and Contractor shall be liable for
all costs incurred by Owner associated therewith.
25. DEFECTIVE WORK. All work performed by the Contractor, not in accordance with the intent
of the plans and specifications, will be rejected and shall be removed immediately by the
Contractor and replaced by suitable and satisfactory work at no additional cost to the County.
26. DAMAGE TO WORK. Until final acceptance of the work by the County Wastewater
Collections Utility Department, it shall be under the charge and care of the Contractor, and he
shall take every necessary precaution against injury or damage to the work by action of the
elements or for any other cause. The County will not be responsible for or pay for damage
while under construction.
27. PROTECT RESTORATION AND FINAL CLEAN UP. The Contractor will restore all work
sites to the condition they were in prior to the start of work on the project. Before the work is
considered complete, all rubbish and unused material due to or connected with the construction
must be removed and the premises left in a condition satisfactory to the County. All damaged
areas shall be restored as directed by the County. All excess earth shall be hauled to a location
as designated by the County. Final payment shall be withheld until such work is completed.
28. BARRICADES, GUARDS AND SAFETY PROVISIONS. To protect persons, including the
workmen, from injury and to avoid property damage and damage to the work, adequate
barricades, construction signs, torches, red lanterns, and guards as required shall be placed and
maintained by the Contractor during the progress of the construction work and in the case of
work on or near traveled roadways until it is safe for traffic to use the highway. All material
piles, equipment, pipe, excavations and mounds of earth that may serve as obstruction to traffic
shall be protected by proper lights when the visibility is poor. The rules and regulations of the
authorities regarding safety provisions shall be observed.
The Contractor shall carryon work in a manner which will cause the least interruption to both
vehicular and pedestrian traffic, and not more than two (2) consecutive blocks shall be closed to
through travel, including the cross street intersected. Safe and suitable means of ingress and
egress to and from all public and private properties shall be provided during construction.
Where traffic must cross open trenches, suitable bridges shall be provided at street intersections
and driveways.
Page -8-
16 C6
The Contractor shall be held liable for any property damage or personal injury resulting from
failure by the Contractor to take adequate safety precautions, and shall indemnify the County
and Engineer or his representative from all claims arising from such negligence.
The Contractor shall be responsible, in all respects, to conduct his operations in compliance with
the U.S. Department of Labor Safety and Health Regulations for construction promulgated
under the Occupational Health and Safety Act of 1980 (PL-596) and under Section 107 of the
Contract Work Hours and Safety Standards Act (PL-91-54).
29. EMERGENCIES. In the event of any emergency affecting the safety or protection of persons or
the Work or property at the Project site or adjacent thereto, Contractor, without special
instruction or authorization from Owner is obligated to act to prevent threatened damage,
injury or loss. Contractor shall give the Owner written notice within forty-eight (48) hours after
the occurrence of the emergency, if Contractor believes that any significant changes in the Work
or variations from the Contract Documents have been caused thereby.
If the Owner determines that a change in the Contract Documents is required because of the
action taken in response to an emergency, a Change Order shall be issued to document the
consequences of the changes or variations.
If Contractor fails to provide the forty-eight (48) hour written notice noted above, the Contractor
shall be deemed to have waived any right it otherwise may have had to seek an adjustment to
the Contract Amount or an extension to the Contract Time.
30. CONTRACT ADMINISTRATION. This Agreement shall be administered on behalf of the
County by the Water and Wastewater Departments.
31. COMPONENT PARTS OF THIS CONTRACT. This Contract consists of the attached or
referenced component parts, all of which are as fully a part of the Agreement as if herein set out
verbatim, including:, Contractor's Proposal, Insurance Certificate, Bid No. 06-4088, Exhibit A,
Public Payment Bond, Exhibit A-2 Public Performance Bond, Exhibit B Change Order, Exhibit C
Warranty, any addenda, any QuotationfWork Order made or issued pursuant to this
Agreement, and any related plans or specifications for any such Quotations or Work Orders.
32. 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, 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, andf or any employee of the firm from contact with County staff for a specified
period of time; b. Prohibition by the individual andf or firm from doing business with the
County for a specified period of time, including but not limited to: submitting bids, RFP, andf or
quotes; and, c. immediate termination of any contract held by the individual andf or firm for
cause.
Page -9-
16 C6
33. 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.
34. IMMIGRATION LAW COMPLIANCE. By executing and entering into this agreement, the
Contractor is formally acknowledging without exception or stipulation that it is fully
responsible for complying with the provisions of the Immigration Reform and Control Act of
1986 as located at 8 US.e. 1324, et seq. and regulations relating thereto, as either may be
amended. 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.
Page -10-
16 C6
IN WITNESS WHEREOF, the Contractor and the County, have each, respectively, by an authorized
person or agent, hereunder set their hands and seals on the date and year first above written.
ATTEST:
Dwight E. Brock, C:leW.o;of Courts
~
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
BY:~.A-l..-~~f.~~JJ' (),(.
Dated: ~ -:l.f-dbOi-
Attest It (~a&.<< l,...n $
110naturt onl ~-
By:
Miller Pipeline Corporation
db.!. GIiI'~I'B Pipdine Sen;iee CeRkacter
'-\\~"'(~ '--\~~
First Witness
By:
Typed Signature
Nina Mann~ Secretary
Type/Print Witness Name
~~_ ~ ~J,~,,-
See nd Witness
Senior Vice President
Title
Emy L. Belich
Type/Print Witness Name
Approved as to form and
legal sufficiency:
R"""t~:;; ,fd~
Assistant County Attorney
! it,m, # l~_L1,..'l
'~W'f1(ja '2 '01-0
L}~,,\,~ ":.J
I'l'; (p-- tt-Dl
i,(:cd
0.<' .
Page -11-
EXHIBIT A
PUBLIC PAYMENT BOND
16C6
Bond No.
Contract No. 06-3971
KNOW ALL MEN BY THESE PRESENTS: That
, as Principal,
and
, as Surety, located at
(Business Address) are held and
firmly bound to
as Oblige in the
sum of
($
) for the payment
whereof we bind ourselves, our heirs, executors, personal representatives, successors and assigns,
jointly and severally.
WHEREAS, Principal has entered into a contract dated as of the
, 200~ with Oblige for
day of
in accordance with
drawings and specifications, which contract is incorporated by reference and made a part hereof, and
is referred to as the Contract.
THE CONDITION OF THIS BOND is that if Principal:
Promptly makes payment to all claimants as defined in Section 255.05(1), Florida Statutes,
supplying Principal with labor, materials or supplies, used directly or indirectly by Principal in the
prosecution of the work provided for in the contract, then this bond is void; otherwise it remains in
full force.
Any changes in or under the Contract and compliance or noncompliance with any formalities
connected with the Contract or the changes do not affect sureties obligation under this Bond.
The provisions of this bond are subject to the time limitations of Section 255.0592. In no event
will the Surety be liable in the aggregate to claimants for more than the penal sum of this Payment
Bond, regardless of the number of suits that may be filed by claimants.
Page -12-
16C6
IN WITNESS WHEREOF, the above parties have executed this instrument this _ day of
200~ the name of under-signed representative, pursuant to authority of its governing
body.
Signed, sealed and delivered
in the presence of:
PRINCIPAL:
By:
Name:
Its:
Witnesses as to Principal
STATE OF
COUNTY OF
The foregoing instrument was acknowledged before me this of
,0 cl
corporation, on behalf of the corporation. He/ she is personally known
as identification and did (did not)
200~ by
, a
to me OR has produced
take an oath.
My Commission Expires:
(Signahtre of Notary)
Name:
(Legibly Printed)
(AFFIX OFFICIAL SEAL)
Notary Public, State of
Commission No.:
ATTEST:
SURETY:
(Printed Name)
(Business Address)
(Authorized Signahtre)
Witness as to Surety
(Printed Name)
OR
Page -13-
16C6
As Attorney in Fact
(Attach Power of Attorney)
Witnesses
(Business Address)
(Printed Name)
(Telephone Number)
STATE OF
COUNTY OF
The foregoing instrument was acknowledged before me this ~ day of
200~ by , as
of , Surety, on behalf of Surety. He/She is personally known
to me OR has produced as identification and who did (did not) take an
oath.
My Commission Expires:
(Signature of Notary)
Name:
(Legibly Printed)
(AFFIX OFFICIAL SEAL)
Notary Public, State of
Commission No.:
Page -14-
16C6
EXHIBIT A-2
PUBLIC PERFORMANCE BOND
Bond No.
Contract No. 06-3971
KNOW ALL MEN BY THESE PRESENTS: That
, as Principal, and
, as Surety, located at
(Business Address) are held and firmly bound to
, as Oblige in the sum of
($ ) for the payment whereof we bond ourselves, our heirs,
executors, personal representatives, successors and assigns, jointly and severally.
WHEREAS, Principal has entered into a contract dated as of the _ day of
200_, with Oblige for
in accordance with drawings and specifications, which contractor is incorporated by reference and made a pat
hereof, and is referred to as the Contract.
THE CONDITION OF THIS BOND is that if Principal:
1. Performs the Contract at the times and in the manner prescribed in the Contract. and
2. Pays Oblige any and all losses, damages, costs and attorneys' fees that Oblige sustains because of
any default by Principal under the Contract, including, but not limited to, all delay damages,
whether liquidated or actual, incurred by Oblige; and
3, Performs the guarantee of all work and materials furnished under the Contract for the time
specified in the Contract. then this bond is void; otherwise it remains in full force. Any changes in
or under the Contract and compliance or noncompliance with any formalities connected with the
Contract or the changes do not affect Sureties obligation under this bond.
The Surety, for value received, hereby stipulates and agrees that no changes, extensions of time,
alterations or additions to the terms of the Contract or other work to be performed hereunder, or the
specifications referred to therein shall in anywise affect its obligations under this bond, and it does hereby
waive notice of any such changes, extensions of time, alternations or additions to the terms of the Contract or
to work or to the specifications.
Page -15-
16C6
This instrument shall be construed in all respects as a common law bond. It is expressly understood
that the time provisions and statute of limitations under Section 255.05, Florida Statutes, shall not apply to this
bond.
In no event will the Surety be liable in the aggregate to Oblige for more than the penal sum of this
Performance bond regardless of the number of suits that may be filed by Oblige.
IN WITNESS WHEREOF, the above parties have executed this instrument this _ day of
200~ the name of each party being affixed and these presents duly signed by its undersigned
representative, pursuant to authority of its governing body.
Signed, sealed and delivered
in the presence of :
PRINCIPAL:
Witnesses as to Principal
By:
Name:
Its:
STATE OF
COUNTY OF
The foregoing instrument was acknowledged before me this _ day of
200~ by , as of
, a corporation, on behalf of the corporation.
He/She is personally known to me OR has produced as identification and
did (did not) take an oath.
My Commission Expires:
(Signature of Notary)
Name:
(Legibly Printed)
(AFFIX OFFICIAL SEAL)
Notary Public, State of
Commission No.:
Page -16-
16C6
ATTEST:
SURETY:
(Printed Name)
(Business Address)
(Authorized Signature)
Witness as to Surety
(Printed Name)
OR
As Attorney in Fact
(Attach Power of Attorney)
Witnesses
(Business Address)
(Printed Name)
(Telephone Number)
STATE OF
COUNTY OF
The foregoing instrument was acknowledged before me this _ day of
200~ by , as
of , Surety, on behalf of Surety. He/She is personally known
to me OR has produced as identification and who did (did not) take an
oath.
My Commission Expires:
(Signature of Notary)
Name:
(Legibly Printed)
(AFFIX OFFICIAL SEAL)
Notary Public, State of
Commission No.:
Page -17-
EXHIBIT B
CHANGE ORDER
16Cb
CHANGE ORDER NO.
CONTRACT NO. 07-4088
TO:
DATE:
PROJECT NAME:
PROJECT NO.:
Under our AGREEMENT dated
,200_.
You hereby are authorized and directed to make the following change(s) in accordance with terms and
conditions of the Agreement:
FOR THE (Additive) (Deductive)
Sum of: $
($
Original Agreement Amount $
Sum of PreviQus Changes $
This Change Order (Add) (Deduct) $
Present Agreement Amount $
The time for completion shall be (increased/ decreased) by calendar days due to this Change Order. Accordingly,
the Contract Time is now (_) calendar days. The substantial completion date is ___ and the final
completion date is . Your acceptance of this Change Order shall constitute a modification to our Agreement and
will be performed subject to all the same terms and conditions as contained in our Agreement indicated above, as fully as if
the same were repeated in this acceptance. The adjustment, if any, to the Agreement shall constitute a full and final
settlement of any and all claims of the Contractor arising out of or related to the change set forth herein, including claims for
impact and delay costs.
Accepted:
,200
CONTRACTOR:
OWNER:
BOARD OF COUNTY COMMISSIONERS
OF COLLIER COUNTY, FLORIDA
By:
By:
DESIGN PROFESSIONAL:
By:
Page -18-
16C6
EXHIBIT C
WARRANTY
In consideration of ten dollars, ($10.00), receipt of which is hereby acknowledged, the undersigned
CONTRACTOR does hereby provide, warrant and guarantee all work done and executed under the
contract either directly performed by the CONTRACTOR or at the express request of the
CONTRACTOR by a SUBCONTRACTOR or CONSULTANT.
Project Name:
Date of Final Completion:
Name and Address of CONTRACTOR:
CONTRACTOR warrants and guarantees the work performed pursuant to the contract shall be free
of all defects of materials and workmanship for a period of one year from the DATE OF FINAL
COMPLETION.
The undersigned party further agrees that it will, at its own expense, replace and/ or repair all
defective work and materials and all other work damaged by any defective work upon written
demand by the COUNTY. It is further understood that further consideration for this warranty and
guaranty is the consideration given for the requirement pursuant to the general conditions and
specifications under which the contract was let that such warranty and guaranty would be given.
This warranty and guaranty is in addition to any other warranties or guaranties for the work
performed under the contract and does not constitute a waiver of any rights provided pursuant to
Florida Statutes, Chapter 95, et seq.
DATE:
CONTRACTOR
BY:
Attest:
Page -19-
. h r.h
Client#: 4966 MILLPIP1
ACORD," CERTIFICATE OF LIABILITY INSURANCE DATE (MMfD~NYYY)
5/22/07R
PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
MJ Insurance, Inc. ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
PO Box 50435 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
Indianapolis, IN 46250-0435
317 805-7500 INSURERS AFFORDING COVERAGE NAIC#
INSURED INSURER A Liberty Mutual Ins Co-MA 23043
Miller Pipeline Corporation INSURER B' Liberty Insurance Corp~MA 42404
8850 Crawfordsvilie Road INSURER c' Great American Insurance Co. 16691
Indianapolis, IN 46234-1559 INSURER 0: Liberty Mutual Fire Ins-M 23035
INSURER E:
COVERAGES
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
POllCIES_ AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
I POLICY NUMBER PDOAL,!~~,i~~8;W1E Pg~lfJ f~~~6'J~N LIMITS
LTR NSR TYPE OF INSURANCE
A ~NERAL LIABILITY EB1641437256027 04/01/07 04/01/08 EACH OCCURRENCE $1 000 000
X COMMERCIAL GENERAL LIABILITY DAMAGE TO RENTED $1 000 000
I CLAIMS MADE [Xl OCCUR MED EXP (Anyone person) $10000
~ $50.000 BI/PD DED PERSONAL & ADV INJURY $1 000 000
~ CNTRCTL & XCU GENERAL AGGREGATE $2 000 000
n'L AGG~E~f FLlMIT AP~rPER: PRODUCTS - COMP/OP AGG .2 000 000
POLICY X j~c?T X LOC
D ~TOMOBILE LIABILITY AS2641437256037 04/01/07 04/01/08 COMBINED SINGLE LIMIT
~ ANY AUTO (Eaaccidenl) $1,000,000
I-- ALL OWNED AUTOS BODILY INJURY
(Per person) .
I-- SCHEDULED AUTOS
~ HIRED AUTOS HIRED CAR PD BODILY INJURY
$
~ NON-OWNED AUTOS DEDUCTIBLES (Peraccidenl)
~ $200,000 L1AB $1,000 COMP PROPERTY DAMAGE
DEDUCTIBLE $1,000 COLL (Peraccidenl) $
==rAGE LIABILITY AUTO ONLY - EA ACCIDENT $
ANY AUTO OTHER THAN EA ACC $ ---
AUTO ONLY: AGG $
~ESSIUMBRELLA LIABILITY EACH OCCURRENCE $
OCCUR 0 CLAIMS MADE AGGREGATE .
.
=1 DEDUCTIBLE .
RETENTION $ .
B WORKERS COMPENSATION AND VVA764D437256017 04/01/07 04/01/08 X I _ WC STATU~ I IOJ,H.
EMPLOYERS' LIABILITY 3C-OTHER STATES .1,000,000
ANY PROPRIETOR/PARTNER/EXECUTIVE EL EACH ACCIDENT
N OFFICER/MEMBER EXCLUDED? INS. EXCEPT ND,OH, EL DISEASE - EA EMPLOYEE .1.000,000
If yes, describe under WA,WV,WY .1,000,000
SPECIAL PROVISIONS below EL DISEASE. POLICY LIMIT
C OTHER INST ALLA TION MAC135971005 04/01/07 04/01/08 $1,000,000 LIMIT
FLOATER $5,000 DEDUCTIBLE
RTD/LSD EQUIPMENT $10,000 DED. $500,000 PER ITEM LIMIT
DESCRIPTION OF OPERATIONS J LOCATIONS I VEHICLES J EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS
'EXCEPT 10 DAYS VVRITTEN NOTICE OF CANCELLATION FOR NON-PAYMENT OF PREMIUM
The Certificate Holder is included as Additional Insured on General
liability (LC2019 0605) and Auto Liability as required by written, signed
contract or as stated within the Additional Insured form.
CERTIFICATE HOLDER
CANCELLATION
Collier County Board
of County Commissioners
3301 E. Tamiami Trail
Naples. FL 34112
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL ~ DAYS WRITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL
IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR
NNS
@ ACORD CORPORATION 1988
ACORD 25 (2001/08) 1 of 2
#S123827/M120434
IMPORT ANT
If the certificate holder is an ADOITIONAL INSUREO, the policy(ies) must be endorsed. A statement
on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
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).
DISCLAIMER
The Certificate of Insurance on the reverse side of this form does not constitute a contract between
the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it
affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon.
ACORD 25-5 (2001/08)
2 012
#S123827/M120434
16C6
LIBERTY MUTUAL INSURANCE COMPANY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED
This endorsement modifies insurance provided tU1der the following:
SECTION II - WHO IS AN INSURED is amended to include as an
you hzve agreed in writing to provide liability insurance. But:
EXCESS COMMERCIAL GENERAL LIABILITY COVERAGE FORM
The insurance provided by this amendment:
1. Applies only to "bodily injury" or "property
property owned by or rented to YOU;
2. Applies only to coverage and minimum
exceeds either the scope or
3.
insurance provided
insured to provide liability msmance
apply solely on the basis required by such
specify on what basis the liability insurance will apply, this
amount"). and we will share liability in excess of the "self-
and collectible primary insurance available to the Additionallllsured.
4. the Additional Insured.
5,'- 4.c~:~.d d. of Condition 4. Other Insurance of SECTION IV will not apply to the Additional Insured.
endorsement shall not apply to any person or organization for an)' "bodily in;uryll or "property damage II if
any other additional insured endorsement applies to that person or organization with regard to the "bodily
injury" or "property damage".
7. Subject to 1. above, if any other additional insured endorsement applies to any person or organization and you
are obligated under ~ written agree1nent to provide liability insllrance on a primary, excess, contingent, or any
LC 20 19 06 05
Page 1 of2
16C6
other basis for that additional insured, this policy will apply solely on the basis required by such written
agreement. 'Where the applicable written agreement does not specify on what basis the liability insurance will
apply, this insurance is primary (subject to the "self-insured amount"), and we will share liability in excess of the
"self-insured amount" with any other valid and collectible primary insurance available to the Additional
Insured.
Fot
COMPANY
~!j4i
~1-~
PRESIDENT
lsswcd
SnlesOffict.'and~o.
COllm~t:l"igncd by
-'--'-'"'._'"'''---;;:~rth-;;.';:~d'Rcp~~~I~~-'-----
End.Ser::aINo.
LC 20 19 06 05
Page 2 oE2
16C7
DOCUMENT NOT RECEIVED IN
THE CLERK TO THE BOARD OFFICE
AS OF MARCH 27, 2008.
16Dl
DOCUMENT NOT RECEIVED IN
THE CLERK TO THE BOARD OFFICE
AS OF MARCH 27, 2008.
16n2~'
MEMORANDUM
Date:
March 4, 2007
To:
Terri Daniels, Grants Supervisor
Human Services Department
From:
Martha Vergara, Deputy Clerk
Minutes & Records Department
Re:
State of Florida Department of Elder Affairs Area
Agency on Aging for Southwest Florida, Inc. -
Master Contract #203.MI07
Enclosed, please find four (4) original documents as referenced
above (Agenda Item #16D2), approved by the Board of County
Commissioners on Tuesday, March 27, 2007.
After execution please forward a fully executed copy to the
Minutes and Records Department.
If you should have any questions, please call 732-2646 x 7240.
Thank you.
Enclosures (4)
... /
,: ~'~
..,~
'......,. 2. ~.,
". "
2007
OM
Master Contract 203.M107
STATE OF FLORIDA
DEPARTMENT OF ELDER AFFAIRS
AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA, INC.
MASTER CONTRACT FOR
OLDER AMERICANS ACT PROGRAMS
TIDS MASTER CONTRACT is entered into this 31 st day of December , 2006 , by and between the
Area Agency on Aging for Southwest Florida, Inc., hereinafter referred to as the "agency" and the Collier County
Services for Seniors, hereinafter referred to as the "contractor." The terms contractor and subcontractor are deemed
to have the same meaning and definition as the terms recipient and subrecipient as defined in OMB Circular A-
133, are interchangeable, and have the same force and effect.
This contract is the successor to Master Agreement Number HM004, entitled State of Florida. Deoartrnent of Elder
Affairs. Master Al!Teement.
This contract will become binding on January 1. 2007, or upon full execution of this contract, whichever is the
later date, and shall end on December 31. 2007. This contract can be renewed for an additional one (I) year term
by agreement of the parties. All agreements and/or contracts executed between the contractor and the agency shall
be subject to the conditions set forth in this contract for the duration of the contract period(s). Any and all
agreements and/or contracts executed between the contractor and the agency during the effective period of this
contract will incorporate this contract by reference and shall be governed in accordance with the applicable laws,
statutes, and other conditions set forth in this contract.
I. Scope of Services:
The contractor agrees to provide the services specified in each agreement and/or contract with the agency
that reference this master contract during the period this contract is in effect.
The contractor agrees that this master contract covers all services provided by the contractor under
agreements and/or contracts with the agency that reference this master contract.
II. Independent Contractor:
The contractor will be acting in its independent capacity and not as an employee, agent or representative of
the agency. The contractor shall not be deemed or construed to be an employee, agent or representative of
the agency for any purpose whatsoever. Nothing contained in this contract is intended to, or shall be
construed in any manner, as creating or establishing the relationship of employer/employee between the
parties.
The contractor shall be responsible for the work under this contract, including the work of any
subcontractor it may utilize.
m. Payment Requirements:
The contractor agrees to submit bills for fees or other compensation for services or expenses in sufficient
detail for a proper pre audit and post audit thereof. The contractor shall comply with the particular
requirements under the following laws and guidelines that are applicable to the agreements and/or
contracts covered under this contract: (a) paragraph (16) (b) of section 216.181, F.S., regarding advances;
(b) paragraph 61)1-40.103 F.A.C. pertaining to Restriction of Expenditures from state funds; and, (c) the
Contract Payment Requirements sub-section of section C of the Reference Guide for State Expenditures
from the Department of Financial Services (bttp://www.f1dfs.com/aadir/reference%5Fguide/). The
contractor certifies that detailed documentation is available to support each item on the itemized invoice or
2007
OM
16 D 2 '1
Master Contract 203.M1 07
payment request for cost reimbursed expenses, fixed rate or deliverables contracts, including paid
subcontractor invoices, and will be produced upon request by the agency. The contractor further certifies
that reimbursement requested is only for allowable expenses as defined in the laws and guiding circulars
cited. Section IV. (State and Federal Laws and Regulations) of this contract, in the Reference Guide for
State Expenditures, and any other laws or regulations, as applicable, and that administrative expenses do
not exceed amounts budgeted in the agency's approved area plan and the service provider application as
developed in accordance with and pursuant to section 306(a) of the Older Americans Act of 1965, as
amended.
Contractor and subcontractors shall provide units of deliverables, including reports, findings, and drafts as
specified in the agreements and/or contracts and attachments covered by this contract, the area plan, and
the service provider application developed by the agency and contractor (pursuant to section 306(a) of the
Older Americans Act), to be received and accepted by the contract manager prior to payment.
IV. State and Federal Laws and Regulations:
The contractor shall:
Comply with the cost principles, administrative requirements, and other provisions of all applicable state
and federal laws and regulations including, but not limited to: the Older Americans Act of 1965, as
amended, sections 215.97 and 216.348, F.S., Title 45, Code of Federal Regulations (CFR), Part 74, and/or
45 CPR, Part 92 and Part 1321, and/or 48 CFR Part 31, and Office of Management and Budget (OMB)
Cost Principles 225 (A-87) and 230 (A-122), Federal Acquisition Regulation 31.2, Circulars A-l33 and
A-102 and 2 CFR Part 215 and Part 215 (formerly OMB Circular A-I 10), whichever is applicable to the
contractor's organization.
Comply with all applicable standards, orders, or regulations issued pursuant to the Clean Air Act [42
United States Code (U.S.C.) 7401 et seq.], the U.S. Department of Labor, Occupational Safety and Health
Administration (OSHA) code, Title 29 CFR, Part 1910.1030, and the Federal Water Pollution Control Act
as amended (33 U.S.C. 1251 et seq.). The contractor shall report any violations of the above to the agency.
Prior to execution of this contract, complete the Certification Regarding Lobbying form, ATTACHMENT
I, and the Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion
Agreements/Subagreements form, ATTACHMENT II. If a Disclosure of Lobbying Activities form,
Standard Form LLL, is required, it may be obtained from the agency's contract manager, and all disclosure
forms as required by the Certification Regarding Lobbying form must be completed and returned to the
agency with the signed contract.
Comply with section 112.061, F. S., and any policies of the agency regarding any and all business travel
pursuant to agreements covered by this contract (including use of the State approved Reimbursement of
Travel Expenses form, or an equivalent form developed by the contractor), and comply with the provisions
of Chapter 119, F.S., allowing public access to all public records made or received by the contractor in
conjunction with this contract and any agreements and/or contracts incorporating this contract by
reference. In addition, section 20.41(9), F.S., requires that all lead agencies are subject to Chapter 119,
F .S., relating to public records, and, when considering any agreements requiring the expenditure of funds,
are subject to section 286.01 1-286.012, F.S., relating to public meetings.
Abuse Neglect and Exploitation Reporting: In compliance with Chapter 415, F.S., an employee of the
contractor or subcontractors who knows, or has reasonable cause to suspect, that a child, aged person or
disabled adult is or has been abused, neglected, or exploited, shall immediately report such knowledge or
suspicion to the State of Florida's central abuse registry and tracking system on the statewide toll-free
telephone number (1-800-96ABUSE).
2
2007
OM
2. 1 'j
Master !o~rag 203.M107
Transportation Disadvantaged: If clients are to be transported under any agreements and/or contracts
incorporating this contract, comply with the provisions of Chapter 427, F.S., and Chapter 41-2, F. A. C.
Use of Funds For Lobbying Prohibited: Comply with the provisions of section 216.347, F.S., Title 48
CFR, Part 31.205, or Title 45 CPR, Part 93, whichever is applicable, that prohibit the expenditures of
funds for the purpose oflobbying the Legislature, ajudicial branch or a state agency.
Safegnarding Information: Except as provided for agency auditing and monitoring purposes, not to use
or disclose any information concerning a client who receives services under agreements and/or contracts
incorporating this contract by reference or subsequent contracts for any purpose not in conformity with
state and federal regulations, except upon written consent of the client, or the client's authorized
representative.
mPAA Compliance: If the contractor will receive client's protected health information as a result of this
contract, then the agency recognizes that agency and the contractor are "Business Associates" of each
other under the terms of the Health Insurance Portability Act (HIP AA) of 1996. Furthermore, the agency
and the contractor will enter into a Business Associate Agreement separate from this contract
Grievance and Appeal Procednres: Ensure through contract provisions that subcontractors and vendors
follow the Minimum Guidelines for Contractor Grievance Procedures, ATTACHMENT V, for handling
complaints from clients who complain service has been suspended, terminated or reduced. Contractors and
subcontractors will also establish their own complaint procedures for clients who are dissatisfied with or
denied services that include, at minimum, notice of the right to complain and to have their complaint
reviewed.
It is expressly understood that a finding that the contractor materially and substantially has not complied
with any of the provisions of this section shall constitute a breach ofthis contract.
V. Civil Rights Certification:
I. The contractor gives this assurance in consideration of and for the purpose of obtaining federal grants,
loans, awards, agreements (except agreements of insurance or guaranty), property, discounts, or other
federal financial assistance and also assures compliance with all federal, state and local regulations,
statutes and ordinances relating to nondiscrimination in programs or activities receiving or benefiting
from state, federal, or local financial assistance, whichever apply. These include, but are not limited to:
(a) Executive Order 11246, "Equal Employment Opportunity," as amended by E.O. 11375,
"Amending Executive Order 11246 Relating to Equal Employment Opportunity," and as
supplemented by regulations at Title 41 CFR Part 60; (b) Title VI of the Civil Rights Act of 1964, as
amended, 42 U.S.c. 2000d et seq., which prohibits discrimination on the basis of race, color, or
national origin; (c) Title IX of the Education Amendments of 1972, as amended, 20 U.S.C. 1681-1683,
and 1685-1686 et seq., which prohibits discrimination on the basis of sex in education programs; (d)
Section 504 of the Rehabilitation Act of 1973, as amended, 29 U.S.C. 794, which prohibits
discrimination on the basis of handicaps; (e) The Age Discrimination Act of 1975, as amended, 42
U.S.C. 6101 et seq., which prohibits discrimination on the basis of age; and with any and all other
applicable regulations, guidelines, and standards as are now or may be lawfully adopted pursuant to
the above statutes.
2. The contractor agrees to complete the Civil Rights Compliance Questionnaire (DOEA forms 101 A
and B), if services are provided to consumers and if fifteen (15) or more persons are employed. For
contractors employing less than 15 persons, the agency requests completion of the Civil Rights
Compliance Questionnaire.
3
16n2 !t
.-
2007
OM
Master Contract 203.M107
3. The contractor agrees to establish procedures pursuant to federal law to handle complaints of
discrimination involving services or benefits through this contract. These procedures shall include
providing clients, employees, and participants of the right to file a complaint with the appropriate
federal or state entity.
These assurances are a condition of continued receipt of or benefit from federal financial assistance,
and are binding upon the contractor, its successors, transferees, and assignees for the period during
which such assistance is provided. The contractor further assures that all subcontractors, vendors, or
others with whom it arranges to provide services or benefits to participants or employees in connection
with any of its programs and activities are not discriminating against those participants or employees
in violation of the above statutes, regulations, guidelines, and standards. In the event of failure to
comply, the contractor understands that the agency may, at its discretion, seek a court order requiring
compliance with the terms of this assurance or seek other appropriate judicial or administrative relief,
including but not limited to, termination of and denial of further assistance.
VI. Withholdings and Other Benefits:
The contractor is responsible for its employees Social Security and Income Tax withholdings.
VII. Indemnification:
If the contractor is a state or local governmental entity, pursuant to section 768.28(18), F.S., the provisions
of this section do not apply.
1. Contractor agrees to indemnify, defend, and hold harmless the agency and all of the agency's officers,
agents, and employees from any claim, loss, damage, cost, charge, or expense arising out of any acts,
actions, neglect or omission, action in bad faith, or violation of federal or state law by the contractor,
its agents, employees, or subcontractors in connection with the performance of all agreements and/or
contracts incorporating this contract by reference, whether direct or indirect, and whether to any
person or property to which the agency or said parties may be subject, except that the contractor will
not indemnify the agency or its officers, agents or employees for that portion of any loss or damages
proximately caused by the negligent or intentional act or omission of the agency or any of its officers,
agents, or employees.
2. Contractor's obligation to indenmify and defend shall be triggered on the seventh (7th) day following
the agency's notice of claim for indemnification to contractor. Contractor's inability to evaluate
liability or its evaluation of liability shall not excuse contractor's duty to defend and indemnify the
agency, within seven (7) calendar days following notice by the agency. Notice shall be given by
registered or certified mail, return receipt requested. Only an adjudication or judgment after the
highest appeal is exhausted specifically fmding the contractor not liable shall excuse performance of
this provision by contractor. The contractor's obligations under this paragraph are contingent upon the
agency giving the contractor: (I) prompt written notice of any action or threatened action for which the
agency is seeking indemnification; (2) the opportunity to take over and settle or defend any such action
at the contractor's sole expense, and (3) assistance in defending the action at the contractor's sole
expense. The contractor shall not be liable for any cost, expense or compromise incurred or made by
the agency in any legal action without the contractor's prior written consent, which shall not be
unreasonably withheld.
3. It is the intent and understanding of the parties that the contractor, or any of its subcontractors, are not
employees of the agency and shall not hold themselves out as employees or agents of the agency
without specific authorization from the agency. It is the further intent and understanding of the parties
that the agency does not control the employment practices of the contractor and shall not be liable for
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any wage and hour, employment discrimination, or other labor and employment claims against the
contractor or its subcontractors.
VIII. Insurance and Bonding:
I. The contractor agrees to provide adequate liability insurance coverage on a comprehensive basis and
to hold such liability insurance at all times during the effective period of any and all agreements and/or
contracts incorporating this contract by reference. The contractor accepts full responsibility for
identifYing and determining the type(s) and extent of liability insurance necessary to provide
reasonable financial protections for the contractor and the clients to be served under agreements and/or
contracts incorporating this contract by reference. Upon execution of each agreement and/or contract
covered under this contract, the contractor shall furnish the agency written verification supporting both
the determination and existence of such insurance coverage. Such coverage may be provided by a
self-insurance program established and operating under the laws of the state of Florida. The agency
reserves the right to require additional insurance where appropriate.
2. The contractor agrees to furnish an insurance bond from a responsible commercial insurance company
covering all officers, directors, employees and agents of the contractor authorized to handle funds
received or disbursed under all agreements and/or contracts incorporating this contract by reference in
an amount commensurate with the funds handled, the degree of risk as determined by the insurance
company and consistent with good business practices.
IX. Pnrchasing:
The contractor agrees to develop procurement procedures which are in accord with applicable state and/or
federal requirements, which encourage fair and open competition and which promote a diversity of
contractors and subcontractors for all services purchased pursuant to this contract.
The agency is committed to embracing diversity in the provision of services to Florida's elders and in
providing fair and equal opportunities for all qualified minority businesses in Florida. The contractor shall
report information to the agency on utilization of certified minority and non-certified minority
subcontractors and/or vendors receiving funds pursuant to all agreements and/or covered by this contract.
This report shall be submitted quarterly to the agency.
X. Sponsorship:
1. If the contractor sponsors a program financed partially by state funds or funds obtained from a contract
or agreement with the agency, in publicizing, advertising, or describing the sponsorship of the
program, state: "Sponsored by Area A!!encv on Allin!! for Southwest Florida. Inc. and the State of
Florida, Department of Elder Mfairs." If the sponsorship reference is in written material, the words
"State of Florida, Department of Elder Affairs" shall appear in the same size letters or type as the name
of the organization in accordance with section 286.25, F.S., and if the department's and/or agency's
logo is incorporated, shall ensure that the current logo is used. This shall include, but is not limited to,
any correspondence or other writing, publication or broadcast that refers to such program.
2. The contractor shall not use the words "The State of Florida, Department of Elder Affairs" to indicate
sponsorship of a program otherwise financed unless specific authorization has been obtained by the
agency prior to use.
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XI. Public Entity Crime:
Denial or revocation of the right to transact business with public entities:
In compliance with the legislature's intent to restrict the ability of persons convicted of public entity
crimes to transact business with the agency, the contractor agrees that compliance with sections 287.017
and 287.133, F.S., is a condition of receipt or benefit from state or federal funds and it is binding upon the
contractor, its successors and transferees during the period of this contract. The contractor further assures
that the contractor, its officers, directors, senior management, partners, employees or agents have not been
convicted of any public entity crimes within the last 36 months. If the contractor or any of its officers or
directors is convicted of a public entity crime during the period of this contract, the contractor shall notify
the agency immediately. Non-compliance with this statute shall constitute a breach of this contract.
XII. Employment:
The contractor is a non-governmental organization, therefore, it is expressly understood and agreed the
contractor will not knowingly employ unauthorized alien workers. Such employment constitutes a
violation of the employment provisions as determined pursuant to the Immigration Nationality Act (INA),
Sec. 274A [8 U.S.C. s.1324a]. Violation of the employment provisions as determined pursuant to section
274A shall be grounds for unilateral cancellation of any and all agreements and/or contracts incorporating
this contract by reference.
XIII. Audits and Records:
The contractor agrees:
1. To maintain books, records, and documents (including electronic storage media) in accordance with
generally accepted accounting principles and practices that sufficiently and properly reflect all
revenues and expenditures of funds provided by the agency under all agreements and/or contacts
covered by this contract. The contractor agrees to maintain records, including paid invoices, payroll
registers, travel vouchers, copy logs, postage logs, time sheets, etc., as supporting documentation for
service cost reports and for administrative expenses itemized for reimbursement. Original
documentation will be made available upon request for monitoring and auditing purposes.
2. To assure these records shall be subject at all reasonable times to inspection, review, audit, or copy at
the expense of the contractor by state personnel and other personnel duly authorized by the agency, as
well as by state and federal personnel.
3. To maintain and file with the agency such progress, fiscal and inventory and other reports as the
agency may require, pursuant to this contract and agreements or contracts incorporating this contract
by reference, within the period of this contract. Such reporting requirements must be reasonable given
the scope and purpose of the agreements and/or contracts incorporating this contract by reference.
4. To submit management, program, and client identifiable data, as specified by the agency, pursuant to
this contract and agreements or contracts incorporating this contract by reference. To assure, through
contract provisions in subcontracts with subcontractors, program specific data is recorded and
submitted in accordance with Department of Elder Affairs Client Information Registration and
Tracking System (CIRTS) Policy Guidelines.
5. To provide an independent financial and compliance audit to the agency as specified In
ATTACHMENT m and to ensure all related party transactions are disclosed to the auditor.
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6. To include these aforementioned audit and record keeping requirements, including ATTACHMENT
III, in all subcontracts and assignments.
7. The contractor agrees to provide client information and statistical data when requested by the agency.
8. To provide to the agency all fiscal information regarding services contracted to subcontractors
pursuant to this contract using an application provided by the agency.
XIV. Retention of Records:
I. The contractor shall retain all client records, financial records, supporting documents, statistical
records, and any other documents (including electronic storage media) pertinent to each agreement
and/or contract covered under this contract for a period of at least five (5) years after termination of the
agreement and/or contract, or if an audit has been initiated and audit findings have not been resolved at
the end of five (5) years, the records shall be retained at least until resolution of the audit findings.
These records may be subject to additional retention requirements set by law.
2. Persons duly authorized by the agency, department, and federal auditors, pursuant to Title 45 CFR,
Part 92.42(e), (I), and (2), shall have full access to and the right to examine or duplicate any of said
records and documents during said retention period or as long as records are retained, whichever is
later.
xv. Monitoring and Incident Reporting:
1. The contractor will be subject to an annual monitoring by the agency. The contractor will provide
progress reports, including data reporting requirements as specified by the agency to be used for
monitoring progress or performance of the contractual services as specified in the area plan and the
service provider application.
2. The contractor will be responsible for implementing all corrective actions from previous and current
monitoring reports in a timely manner. The contractor must assign a high priority to the resolution of
monitoring findings and recommendations to ensure corrective action(s) addressing programmatic,
fiscal and/or operational deficiencies are fully and timely implemented.
3. The contractor will be responsible for at least one monitoring per year of its subcontractors. The
contractor will perform fiscal, administrative and programmatic monitoring of subcontractors to ensure
contractual compliance, fiscal accountability, programmatic performance, and compliance with
applicable state and federal laws and regulations. A copy of the monitoring report will be submitted
to the agency within 60 days of completion of the monitoring.
4. The contractor shall permit persons duly authorized by the agency to inspect any records, papers,
documents, facilities, goods and services of the contractor and subcontractors which are relevant to
agreements incorporating this contract by reference and to interview any clients and employees of the
contractor and subcontractors to be assured of satisfactory performance of the terms and conditions of
these agreement(s). The contractor's failure to correct or justify deficiencies within a reasonable time
as specified by the agency may result in the agency taking any of the actions identified in Section
XXIV (Enforcement) of this contract or the agency deeming the contractor's failure to be a breach of
this contract.
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5. Extraordinary Reporting:
The contractor shall notify the contract manager for the agency immediately, but no later than within
24 hours, from the contractor's awareness or discovery of problems, delays or adverse conditions that
may materially affect or impair the subcontractor's ability to perform or meet contract requirements or
affect the health, safety or well-being of clients. The notice shall include a brief summary of the
problem(s), a statement of the action taken or contemplated, time frames for implementation, and any
assistance needed to resolve the situation. Examples of reportable conditions may include, but are not
limited to:
a. proposed client terminations;
b. service quality or service delivery problems; and/or client complaint trends;
c. contract non-compliance;
d. contractor or subcontractor financial concems and/or difficulties.
The contractor must investigate allegations regarding falsification of client information, service records,
payment requests, and other related information. Substantiated allegations must be reported to the agency's
contract manager within 48 hours.
In the event that a situation results in the cessation of services by a subcontractor or vendor, the contractor
retains the responsibility for performance under agreements and/or contracts covered by this contract and
must follow their own procedures to ensure that clients continue receiving services without interruption, e.
g. exercising their emergency procurement procedures, temporary assumption of the direct provision of
services, etc.
All written reports required by this section shall be sent to the agency via registered mail to the applicable
contract manager unless otherwise advised.
XVI. Assignments and Subcontracts and/or Subagreements:
In the event the contractor utilizes subcontractors to provided services pursuant to this contract, such
subcontractors shall be subject to the conditions of this contract and the agreements and/or contracts
incorporating it by reference. This contract does not provide any rights to said subcontractor.
For every transaction, the contractor must determine if the subcontractor is a vendor rather than a
subcontractor, as defined in OMB Circular A-l33, subpart B, section .210, and in section 215.97, F. S.,
and this determination must be documented in writing. When a vendor relationship is identified, an
agreement with all of the terms and conditions set forth in this contract is not required. However, a written
agreement and/or contract is required that outlines the terms of the agreement and/or contract, the goods
being purchased or services to be performed, and conditions for procurement, receipt and payment for
goods and services. Compliance for vendors is usually limited to these tasks unless the contractor chooses
to pass down program compliance to the vendor in the written agreement. The contractor is ultimately
responsible for assuring program compliance and performance, and any applicable conditions of this
contract and the agreements and/or contracts covered by it.
Unless otherwise stated in the contract between the contractor and the subcontractor, payments made by
the contractor to the subcontractor must be made within seven (7) working days after receipt by the
contractor of full or partial payments from the agency in accordance with section 287.0585, F.S.
Payments to vendors contracted by the contractor/subcontractors shall be made in accordance with the
terms as negotiated with the vendor(s). Failure to pay within these time frames may result in the agency
taking action as set forth in Section XXIII. (Enforcement) of this contract.
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XVII. Funding Ohligatlons:
The agency acknowledges its obligation to pay the contractor for the performance of the contractor's
duties and responsibilities set forth in this contract and for the contractor's performance of other contracts
and/or agreements that incorporate this contract by reference.
The agency shall not be liable to the contractor for costs incurred or performance rendered unless such
costs and performances are strictly in accordance with the terms of an agreement and/or contract executed
between the contractor and the agency that incorporates this contract by reference, including but not
limited to terms, governing the contractor's promised performance and unit rates and/or reimbursement
capitations specified.
The agency shall not be liable to the contractor for any expenditures which are not allowable costs as
defined in the C.F.R., Title 45, Parts 74 and 92, as amended, or which expenditures have not been made in
accordance with all applicable state and federal rules.
The agency shall not be liable to the contractor for expenditures made in violation of regulations
promulgated under the Older Americans Act, as amended, or in violation of applicable state and federal
laws, rules, or provisions of this contract.
XVIII. Return of Funds:
1. The contractor agrees to return to the agency any overpayments due to uneamed funds or funds
disallowed pursuant to the terms of all agreements and/or contracts for which funds were disbursed to
the contractor by the agency.
a. The contractor shall return any overpayment to the agency within forty (40) calendar days after
either discovery by the contractor, or notification by the agency, of the overpayment.
b. In the event the contractor or its independent auditor discovers an overpayment has been made, the
contractor shall repay said overpayment within forty (40) calendar days without prior notification
from the agency. In the event the agency first discovers an overpayment has been made, the
agency will notifY the contractor by letter of such a finding.
c. Overpayments to subcontractors due to unallowable or un-allocable expenses or to vendors or
subcontractors due to billing discrepancies must be returned to the contractor under the same terms
and conditions as this section. Information indicating subcontractors have been overpaid as a
result of over-budgeting on the unit cost methodology can be used by the contractor to negotiate
lower rates in subsequent years. Continuous overpayment to subcontractors due to over budgeting
may result in a demand for repayment to the contractor or the agency under the same terms and
conditions of this section. Repayment r~ceived by the contractor must be reported to the agency
and may be either re-allocated to other subcontractors or returned to the agency, at the agency's
discretion.
d. Overpayments not returned to the agency in a timely manner will be subject to interest at the rate
established in section 55.03, F.S.
XIX. Data Integrity
Federal Grants Management requires that a contractor receiving state and federal funds must have a
financial management system, which is capable of providing accurate information for prescribed reporting
requirements. For the purposes of full disclosure of financial results for federally funded or state-sponsored
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programs and for accountability, those reporting requirements may necessitate that the contractor make
particular calculations and submit specific data.
Accordingly, the contractor must, prior to execution of this contract, complete the Data Integrity
Certification form, ATTACHMENT IV.
xx. Conflict of Interest:
The contractor will establish safeguards to prohibit employees, board members, management and
subcontractors from using their positions for a purpose that constitutes or presents the appearance of
personal or organizational conflict of interest or personal gain. No employee, officer or agent of the
contractor or subcontractor shall participate in selection, or in the award or administration of a contract
supported by State or Federal funds if a conflict of interest, real or apparent, would be involved. Such a
conflict would arise when: (a) the employee, officer or agent; (b) any member ofhis/her immediate family;
(c) his or her partner, or; (d) an organization which employs, or is about to employ, any of the above, has a
financial or other interest in the firm selected for award. The contractor or subcontractor's officers,
employees or agents will neither solicit nor accept gratuities, favors or anything of monetary value from
contractors, potential contractors, or parties to sub-agreements and/or subcontracts. The contractor's board
members and management must disclose to the agency any relationship which may be, or may be
perceived to be, a conflict of interest within thirty (30) days of an individual's original appointment or
placement in that position, or if the individual is serving as an incumbent, within thirty (30) days of the
commencement of this contract. The contractor's employees and subcontractors must make the same
disclosures described above to the contractor's board of directors. Compliance with this provision will be
monitored.
XXI. Contingency Plan:
In its service provider application, the contractor shall provide to the agency a contingency plan, undated
annuallv. The contingency plan shall set forth procedures to ensure services to clients will not be
interrupted or suspended in the event the contractor or its subcontractors are unable to perform its duties
under this contract or any agreement and/or contract incorporating this contract. The determination as to
whether the contractor is unable to perform its duties, thereby necessitating utilization of the contingency
plan, shall be made at the sole discretion of the agency.
XXII. Payment:
Pursuant to section 215.422, F.S., the agency shall make payment within 40 days, measured from the latter
of the date the Request for Payment is received or the goods or services are received, inspected and
approved. Requests for Payment returned to a vendor or a contractor due to preparation errors will result in
a payment delay. Invoice payment requirements do not start until a properly completed invoice is
provided to the agency.
XXIII. Vendor Ombudsman:
Contractors who may be experiencing problems in obtaining timely payment(s) from the agency may
contact the Vendor Ombudsman within the Department of Banking and Finance. Subcontractors and
vendors experiencing problems obtaining timely payment(s) from contractors may contact the agency's
contract manager at (239) 332-4233.
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XXIV. Enforcement:
I. The agency may, without taking any intermediate measures available to it against the contractor,
rescind the contractor's designation as a lead agency, if the agency finds that:
a. an intentional or negligent act of the contractor has materially affected the health, welfare, or
safety of clients served pursuant to this contract, or substantially and negatively affected the
operation of services covered under this contract;
b. the contractor lacks financial stability sufficient to meet contractual obligations or that contractual
funds have been misappropriated;
c. the contractor has committed multiple or repeated violations of legal and regulatory standards,
regardless of whether such laws or regulations are enforced by the agency, or the contractor has
committed or repeated violations of agency standards;
d. the contractor has failed to continue the provision or expansion of services after the declaration of
a state of emergency; and/or
e. the contractor has failed to adhere to the terms of this contract or the terms of any agreement(s)
covered by this contract and incorporating it by reference.
2. In the alternative, the agency may, at its sole discretion, in accordance with section 430.04, F.S., take
immediate measures against the contractor, including: corrective action, unannounced special
monitoring, temporary assumption of the operation of one or more contractual services, placement of
the contractor on probationary status, imposing a moratorium on contractor action, imposing financial
penalties for nonperformance, or other administrative action pursuant to Chapter 120, F.S.
3. In making any determination under this provision the agency may rely upon the findings of another
state or federal agency, or other regulatory body. Any claims for damages for breach of this contract
are exempt from administrative proceedings and shall be brought before the appropriate entity in the
venue of Lee County. In the event the agency initiates action to rescind a lead agency's designation,
the agency shall follow the procedures set forth in 42 U.S.C. ~ 3025(b).
XXV. Termination:
I. Termination for Convenience
This contract and any other agreements incorporating it by reference may be terminated by either party
upon no less than sixty (60) calendar days notice, without cause, unless a lesser time is mutually
agreed upon by both parties, in writing. Said notice shall be delivered by certified mail, return receipt
requested, or in person with proof of delivery. In the event the contractor terminates an contract at will,
the contractor agrees to submit, at the time it serves notice of the intent to terminate, a plan which
identifies procedures to ensure services for clients pursuant to this contract or any subagreement will
not be interrupted or suspended by the termination. In the event that an contract between a contractor
and a subcontractor is terminated, the contractor shall require the subcontractor to submit to the
contractor and the agency, a similar plan ensuring services to clients will not be interrupted or
suspended by the termination.
2. Termination Because of Lack of Funds
In the event funds to finance any agreement(s) under this contract become unavailable, the agency may
terminate the affected agreement or agreements upon no less than twenty-four (24) hours notice in
writing to the contractor. Said notice shall be delivered by certified mail, return receipt requested, or
in person with proof of delivery. The agency shall be the final authority as to the availability of funds.
3. Termination for Breach
Unless the breach is waived by the agency in writing, or the contractor fails to cure the breach within
the time specified by the agency, the agency may, by written notice to the contractor, terminate any
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and all of the agreement(s) incorporating this contract by reference upon no less than twenty-four (24)
hours notice. Said notice shall be delivered by certified mail, return receipt requested, or in person
with proof of delivery. If applicable, the agency may employ the default provisions in section 60A-
1.006(3), F. A. Coo Waiver of breach of any provisions of anyone agreement covered by this contract
shall not be deemed to be a waiver of any other breach and shall not be construed to be a modification
of the terms of other agreements covered under this contract. The provisions herein do not limit either
parties' right to remedies at law or to damages of a legal or equitable nature.
XXVI. Notice and Contact:
I. The name, address and telephone number of the agency for this contract is:
Leigh Wade-Schield, Executive Director
Area Agency on Aging for Southwest Florida, Inc.
2285 First Street
Fort Myers, Florida 33901
Phone: (239) 332-4233
2. The name, address and telephone number of the contractor for this contract is:
Marcy Krumbine, Director
Collier County Services for Seniors
330 I East Tamiami Trail W211
Naples, Florida 34112
(239) 774-8154 Fax (239) 774-3430
3. The name of the contact person, street address and telephone number where financial and
administrative records are maintained:
Marcy Krumbine, Director
Collier County Services for Seniors
330 I East Tamiami Trail W211
Naples, Florida 34112
(239) 774-8154 Fax (239) 774-3430
XXVII. Renegotiation or Modification:
1. Modifications of provisions of this contract and of any and all agreement(s) incorporating this
contract by reference shall only be valid when they have been reduced to writing and duly signed by
both parties. The parties agree to renegotiate this contract and any affected agreements if revisions of
any applicable laws or regulations make changes in this contract necessary.
2. The rate of payment and the total dollar amount may be adjusted retroactively for any agreement(s)
incorporating this Master Contract by reference only when these have been established through the
appropriations process, or identified in the federal program. The State of Florida's performance and
obligation to pay under this contract is contingent upon an annual appropriation by the Legislature.
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XXVIII. Special Provisions:
The Contractor agrees to the following provisions:
A. Property & Equipment
I. Equipment means: (a) an article of nonexpendable, tangible personal property having a useful
life of more than one year and an acquisition cost which equals or exceeds the lesser of (a) the
capitalization level established by the organization for the financial statement purposes, or
$5000 [for federal funds], or (b); nonexpendable, tangible personal property of a
nonconsumable nature with an acquisition cost of $1000 or more per unit, and expected useful
life of at least one year; and hardback bound books not circulated to students or the general
public, with a value or cost of $250 or more [for state funds].
2 Contractors and sub-contractors who are Institutions of Higher Education, Hospitals, and
Other Non-Profit Organizations shall have written property management standards in
compliance with Part 215 (formerly OMB Circular A-I 10) that include: (a) a property list with
all the elements identified in the circular; and, (b) a procedure for conducting a physical
inventory of equipment at least once every two years. The property records must be
maintained on file and shall be provided to the agency upon request.
3. The contractor's property management standards for equipment acquired with Federal funds
and federally-owned equipment shall include accurately maintained equipment records with
the following information:
(i) A description of the equipment.
(ii) Manufacturer's serial number, model number, Federal stock number, national stock
number, or other identification number.
(iii) Source of the equipment, including the award number.
(iv) Whether title vests in the contractor or the Federal Government.
(v) Acquisition date (or date received, if the equipment was fumished by the Federal
Government) and cost.
(vi) Information from which one can calculate the percentage of Federal participation in the
cost of the equipment (not applicable to equipment furnished by the Federal
Government).
(vii) Location and condition of the equipment and the date the information was reported.
(viii) Unit acquisition cost.
(ix) Ultimate disposition data, including date of disposal and sales price or the method used
to determine current fair market value where a contractor compensates the Federal
awarding agency for its share.
4. Equipment purchased with federal funds with an acquisition cost over $5,000 and equipment
purchased with state funds with an acquisition cost over $1,000 that is specifically identified
in the service provider application approved by the agency is part of the cost of carrying out
the activities and functions of the grant awards and Title (ownership) will vest in the
contractor, subject to the conditions of Part 215 (formerly OMB Circular A-I 10), Subpart C,
paragraph .34. Equipment purchased under these thresholds is considered supplies and is not
subject to property standards. Equipment purchased with funds identified in the budget
attachments to agreements covered by this contract, or identified in the sub-agreements with
sub-contractors (not included in a cost methodology), is subject to the conditions of section
273, F. S. and 60A-1.0017, F. A. C. or Title 45 CFR part 74.
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5. Real property means land (including land improvements), buildings, structures and
appurtenances thereto, but excludes movable machinery and equipment. Real property may
not be purchased with state or federal funds through agreements covered under this contract
without the prior approval of the agency. Real property purchases from Older Americans Act
funds are subject to the provisions of Title 42, Chapter 35, Subchapter ill, Part A., Sec. 3030b
United States Code (USC). Real property purchases from state funds can only be made
through a fixed capital outlay grants and aids appropriation and therefore are subject to the
provisions of section 216.348, F. S.
6. Any permanent storage devices (e.g.: hard drives, removable storage media) must be
reformatted and tested prior to disposal to ensure no confidential information remains.
7. Information Technology Resources
The contractor must adhere to the agency's procedures and standards when purchasing
Information Technology Resources (ITR) as part of any agreement(s) incorporating this
contract by reference. An ITR worksheet is required for any computer related item costing
$1,000.00 or more, including data processing hardware, software, services, supplies,
maintenance, training, personnel and facilities. The completed ITR worksheet shall be
maintained in the LAN administrator's file and must be provided to the agency upon request.
The contractor has the responsibility to require any subcontractors to comply with the agency's
ITR procedures.
B. Copyright Clanse
The contractor may copyright any work that is subject to copyright and was developed, or for
which ownership was purchased, under any agreement(s) incorporating this contract by reference.
The agency reserves a royalty-free, nonexclusive and irrevocable right to reproduce, publish, or
otherwise use the work for state and federal purposes, and to authorize others to do so. Other rights
of the agency and contractor are described in Title 45 CFR, sec. 74.36, and section 286.021, F.S.
C. Investigation of Criminal Allegations
Any report that implies criminal intent on the part of this contractor or any subcontractor and
referred to a governmental or investigatory agency must be sent to the agency. If the contractor has
reason to believe that the allegations will be referred to the State Attorney, a law enforcement
agency, the United States Attorney's Office, or other governmental agency, the contractor shall
notify the agency and the Inspector General at the department immediately. A copy of all
documents, reports, notes or other written material concerning the investigation, whether in the
possession of the contractor or subcontractor, must be sent to the agency and the department's
Inspector General with a summary of the investigation and allegations.
D. Disaster
In preparation for the threat of an emergency event as defined in the State of Florida
Comprehensive Emergency Management Plan, the agency may exercise authority over a lead
agency or subcontractor to implement preparedness activities to improve the safety of the elderly
in the threatened area and to secure lead agency and service provider facilities to minimize the
potential impact of the event. These actions will be within the existing roles and responsibilities of
the area agency and its subcontractor.
In the event the President of the United States or Governor of the State of Florida declares a
disaster or state of emergency, the agency may exercise authority over a lead agency or
subcontractor to implement emergency relief measures and/or activities.
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In either of these cases, only the Emergency Coordinating Officer, the Executive Director or
his/her designee of the agency shall have such authority to order the implementation of such
measures. All actions directed by the agency under this section shall be for the purpose of
ensuring the health, safety and welfare of the elderly in the potential or actual disaster area.
E. Volunteers
The contractor will promote the use of volunteers as prescribed in section 306(a)(12), Older
Americans Act and section 430.07, F.S.. In addition, the contractor will increase the use of
volunteers in each county by providing training, technical assistance and funding, where possible,
to support volunteer efforts of their service sub-contractors.
F. Management Information Systems
For all program agreements incorporating this contract by reference for which collection of client
data in electronic format (CIRTS, for example) is required:
I. The contractor will ensure the collection and maintenance of client and service information on
a monthly basis from the Client Information Registration and Tracking System (CIRTS) or
any such system designated by the agency. Maintenance includes valid exports and backups of
all data and systems according to agency standards.
2. The contractor will require subcontractors to enter all required data per the department's
CIRTS Policy Guidelines for clients and services in the CIRTS database. The data must be
entered into the CIRTS before the subcontractors submit their request for payment and
expenditure reports to the contractor. The contractor shall establish time frames to assure
compliance with due dates for the requests for payment and expenditure reports to the agency.
3. The agency will require contractors to run monthly CIRTS reports and verifY client and
service data in the CIRTS is accurate. This report must be submitted to the agency with the
monthly request for payment and expenditure report and must be reviewed by the agency
before the contractor's request for payment and expenditure reports can be approved by the
agency.
4. Failure to ensure the collection and maintenance of the CIRTS data may result in the agency
enacting the "Enforcement" clause of this contract (see Section XXIV), including delaying or
withholding payment until the problem is corrected.
5. Computer System Backup and Recovery
Each contractor and subcontractor, among other requirements, must anticipate and prepare for
the loss of information processing capabilities. The routine backing up of all data and
software is required to recover from losses or outages of the computer system. Data and
software essential to the continued operation of contractor functions must be backed up. The
security controls over the backup resources shall be as stringent as the protection required of
the primary resources. It is recommended that a copy of the backed up data be stored in a
secure, offsite location. The contractor shall maintain written policies and procedures for
computer system backup and recovery and shall have the same requirement in its contracts
and/or agreements with subcontractors. These policies and procedures shall be made available
to the agency upon request.
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G. Consumer Ontcomes
I. The contractor will develop client outcome measures consistent with those developed by the
agency.
2. The agency and the contractor will be responsible for achieving targets set by the legislature
for performance based program budgeting and will incorporate into sub-agreements as
necessary .
H. Use of Service DoUars/Wait List Management:
The contractor is expected to spend all federal, state and other funds provided by the agency, for
the purpose specified in each contract. The contractor must manage the service dollars in such a
manner so as to avoid having a wait list and a surplus of funds at the end of the year, for each
program managed by the contractor. If the agency determines that the contractor is not spending
service dollars accordingly, the agency may transfer funds to other lead agencies during the year
and/or adjust subsequent funding allocations accordingly, as allowable under state and federal law.
I. Snrplus/Deficit Report:
The contractor will submit a consolidated surplus/deficit report in a format provided by the agency
to the agency's contract manager by the 18th of each month. This report is for all agreements
between the lead agency and the agency. The report will include the following:
I. a list of all subcontractors and their current status regarding surplus or deficit;
2. the contractor's detailed plan on how the surplus or deficit spending exceeding the threshold
specified by the agency will be resolved;
3. recommendations to transfer funds to resolve surplus/deficit spending;
4. number of clients currently on Assessed Prioritized Consumer List (APCL), that receive a
priority ranking score of 4 or 5; and
5. number of clients currently on the APCL designated as Imminent Risk.
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IN WITNESS TIlEREOF, the parties hereto have caused this ..J..L page contract to be executed by their
undersigned officials as duly authorized.
ATTEST:
DWIGH~ ~.13RbCK'; c;!~k
WITNESS:
[Print Name]
[Print Name]
FEDERAL ill NUMBER: 59-6000558
Approved as to form and
legal sufficiency.
J:::J~~
Assistant County Attorney
(Revised October 2006)
COLLIER COUNTY HUMAN SERVICES
BY:
BOARD OF CO
COLLIER C
By:
J COLETTA, Chairman
Date: December 31. 2006
AREA AGENCY ON AGING FOR SOUTHWEST
FLORIDA, INC.
By:
JOHN KOEHLER, Board President
Date: December 31. 2006
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ATTACHMENT I
CERTIFICATION REGARDING LOBBYING
CERTIFICATION FOR CONTRACTS, GRANTS, LOANS AND
AGREEMENTS
The undersigned certifies, to the best of his or her knowledge and belief, that:
(I) No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person
for influencing or attempting to influence an officer or employee of any state or federal agency, a member of
congress, an officer or employee of congress, an employee of a member of congress, or an officer or employee
of the state legislator, in connection with the awarding of any federal grant, the making of any federal loan, the
entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or
modification of any federal contract, grant, loan, or cooperative agreement.
(2) If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing
or attempting to influence an officer or employee of any agency, a member of congress, an officer or employee
of congress, or an employee of a member of congress in connection with this federal contract, grant, loan, or
cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to
Report Lobbying," in accordance with its instructions.
(3) The undersigned shall require that the language of this certification be included in the award documents for all
sub-awards at all tiers (including subcontracts, sub-grants, and contracts under grants, loans and cooperative
agreements) and that all sub-contractors shall certifY and disclose accordingly.
This certification is a material representation of fact upon which reliance was placed when this transaction was
made or entered into. Submission of this certification is a prerequisite for making or entering into this
transaction imposed by section 1352, Title 31, U.S. Code. Any person who fails to file the required
certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each
~bfu~~
Signature
December 31. 2006
Date
James Coletta. Chairman
Name of Authorized Individual
203.MI07
Application or Agreement Number
Collier County Housim! and Human Services
Name and Address of Organization
Approved as to form and
k""-iZ3r~
-J
Robert N. Zlicha
Assistant County Attorney
nndn s
DOEAForm 103
(Revised Nov 2002)
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ATTACHMENT II
INSTRUCTIONS
CERTIFICATION REGARDING
DEBARMENT, SUSPENSION, INELIGffiILITY
AND VOLUNTARY EXCLUSION AGREEMENTS/SUBAGREEMENTS
1. Each contractor of federal financial and non-financial assistance that equals or exceeds $100,000 in federal
monies must sign this debarment certification prior to agreement execution. Independent auditors who audit
federal programs regardless of the dollar amount are required to sign a debarment certification form. Neither
the Area Agency on Aging for Southwest Florida, Inc. nor its agreement contractors can contract with
subcontractors if they are debarred or suspended by the federal government.
2. This certification is a material representation of fact upon which reliance is placed when this contract is
entered into. If it is later determined that the signed knowingly rendered an erroneous certification, the Federal
Government may pursue available remedies, including suspension and/or debarment.
3. The contractor shall provide immediate written notice to the grant manager at any time the contractor leams
that its certification was erroneous when submitted or has become erroneous by reason of changed
circumstances.
4. The terms "debarred," "suspended," "ineligible," "person," "principal," and "voluntarily excluded," as used in
this certification, have the meanings set out in the Definitions and Coverage sections of rules implementing
Executive Order 12549 and 45 CFR (Code of Federal Regulations), Part 76. You may contact the grant
manager for assistance in obtaining a copy of those regulations.
5. The contractor further agrees by submitting this certification that, it shall not knowingly enter into any
subagreement with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from
participation in this contract unless authorized by the Federal Government.
6. The contractor further agrees by submitting this certification that it will require each subcontractor of
agreements referencing this contract whose payment will equal or exceed $100,000 in federal monies, to
submit a signed copy of this certification with each subagreement.
7. The Area Agency on Aging for Southwest Florida, Inc. may rely upon a certification by a
contractor/subcontractor entity that it is not debarred, suspended, ineligible, or voluntarily excluded from
contracting/subcontracting unless the department knows that the certification is erroneous.
8. The contractor may rely upon a certification by a subcontractor entity that it is not debarred, suspended,
ineligible, or voluntarily excluded from contracting/subcontracting unless the contractor knows that the
certification is erroneous.
9. The signed certifications of all subcontractors shall be kept on file with contractor.
OOEA FORM 112A
(Revised February 2004)
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Master Contract 203.M107
CERTIFICATION REGARDING
DEBARMENT, SUSPENSION, INELIGffiILITY
AND VOLUNTARY EXCLUSION AGREEMENTS/SUBAGREEMENTS
This certification is required by the regulation implementing Executive Order 12549, Debarment and Suspension,
signed February 18, 1986. The guidelines were published in the May 29, 1987 Federal Register (52 Fed. Reg.,
pages 20360-20369).
(I) The prospective contractor certifies, by signing this certification, that neither he nor his principals is presently
debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in
contracting with the Area Agency on Aging for Southwest Florida, Inc. by any federal department or agency.
(2) Where the prospective contractor is unable to certify to any of the statements in this certification, such
prospective contractor shall attach an explanation to this certification.
Signature
Date
Name and Title of Authorized Individual
(Print or type)
Name of Organization
DOEA FORM 112B
(Revised April 2001)
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ATTACHMENT ill
Audit Attachment
The administration of funds awarded by the agency to the contractor, and the sub-contractor through agreements
with the contractor, may be subject to audits and/or monitoring by the agency and other authorized state personnel
or federal personnel as described in this section.
Monitorinl!
In addition to reviews of audits conducted in accordance with OMB Circular A-133 and section 215.97, F.S., as
revised (see "AUDITS" below), monitoring procedures may include, but not be limited to, on-site visits by agency
staff, limited scope audits as defined by OMB Circular A-133, as revised, and/or other procedures. By entering
into this contract, the contractor agrees to comply and cooperate with any monitoring procedures/processes deemed
appropriate by the agency. In the event the agency determines that a limited scope audit of the contractor is
appropriate, the contractor agrees to comply with any additional instructions provided by the agency to the
contractor regarding such audit. The contractor further agrees to comply and cooperate with any inspections,
reviews, investigations, or audits deemed necessary by the agency and the Chief Financial Officer, Department of
Financial Services, Auditor General or federal personnel.
OTHER REQUIREMENTS
If the contractor is a non-profit organization, the Oath of Not for Profit Status form (EXHIBIT 2 of this
attachment) must be completed and returned to the agency with the signed agreement.
Andits
PART I: FEDERALLY FUNDED
This part is applicable if the contractor or subcontractor is a State or local government or a non-profit organization
as defmed in OMB Circular A-133, as revised.
1. In the event that the contractor or subcontractor expends $500,000 or more in Federal awards in its fiscal year,
the contractor or subcontractor must have a single or program-specific audit conducted in accordance with the
provisions ofOMB Circular A-133, as revised. Federal funds awarded through the agency by this contract, if
any, are indicated in section II. A. of the agreement(s) covered by this contract. In determining the Federal
awards expended in its fiscal year, the contractor or subcontractor shall consider all sources of Federal awards,
including Federal funds received from or passed through the agency. The determination of amounts of Federal
awards expended should be in accordance with the guidelines established by OMB Circular A-133, as revised.
An audit of the contractor or subcontractor conducted by the Auditor General in accordance with the
provisions OMB Circular A-133, as revised, will meet the requirements of this part.
2. In connection with the audit requirements addressed in Part I, paragraph I., the contractor or subcontractor
shall fulfill the requirements relative to auditee responsibilities as provided in Subpart C of OMB Circular A-
133, as revised.
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3. If the contractor or subcontractor expends less than $500,000 in Federal awards in its fiscal year, an audit
conducted in accordance with the provisions of OMB Circular A-133, as revised, is not required. In the event
that the contractor expends less than $500,000 in Federal awards in its fiscal year and elects to have an audit
conducted in accordance with the provisions ofOMB Circular A-133, as revised, the cost of the audit must be
paid from non-Federal funds (i.e., the cost of such an audit must be paid from contractor resources obtained
from other than Federal entities).
4. Information regarding audit requirements contained in OMB Circular A-133 and section 215.97, F.S.,
can be obtained from the following web-sites:
httD:/ /www.whitehouse.gov/omb/circulars/
and:
htto://www.leg.state.fl.us/
PART II: STATE FUNDED
This part is applicable if the contractor is a non-state entity as defined by section 215.97, F.S..
1. In the event that the contractor expends a total amount of State awards (i.e., State [mancial assistance provided
to the contractor to carry out a State project) equal to or in excess of $500,000 in any fiscal year of such
contractor, the contractor must have a State single or project-specific audit for such fiscal year in accordance
with section 215.97, F.S.; applicable rules of the Executive Office of the Governor and the Chief Financial
Officer, Department of Financial Services, and Chapter 10.600, Rules of the Auditor General. State grants and
aids amounts awarded through the agency by this contract are indicated in section IT. A. of the agreement(s) of
which this contract is an attachment. In determining the State awards expended in its fiscal year, the
contractor shall consider all sources of State awards, including State funds received from the agency, other
state agencies, and other nonstate entities except that State awards received by a non-state entity for Federal
program matching requirements shall be excluded from consideration.
2. In connection with the audit requirements addressed in Part IT, paragraph 2, the contractor shall ensure that the
audit complies with the requirements of section 215.97, F.S.. This includes submission of a reporting package
as defined by section 215.97, F.S., and Chapter 10.550 (local governmental entities) or 10.650 (nonprofit and
for-profit organizations) Rules of the Auditor General, to include an auditor's examination attestation report,
management assertion report (alternatively, management's assertion may be included in the management
representation letter), and a schedule of State financial assistance.
The auditor's examination attestation report must indicate whether management's assertion as to compliance
with the following requirements is fairly stated, in all material respects: activities allowed or unallowed;
allowable costs/cost principles; matching (if applicable), and; reporting.
3. If the contractor expends less than $500,000 in State awards in its fiscal year, an audit conducted in accordance
with the provisions of section 215.97, F.S., is not required. In the event that the contractor expends less than
$500,000 in State awards in its fiscal year and elects to have an audit conducted in accordance with the
provisions of section 215.97, F.S., the cost of the audit must be paid from non-State funds (i.e., the cost of such
an audit must be paid from the contractor's resources obtained from other than State entities).
PART ill: REPORT SUBMISSION
1. Copies of reporting packages for audits conducted in accordance with OMB Circular A-133, as revised, and
required by PART I of this attachment shall be submitted, when required by section .320 (d), OMB Circular A-
133, as revised, by or on behalf of the contractor directly to each of the following within 45 days of receipt of
the report but no later than nine (9) months of contractor's fiscal year end:
22
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Master Contract 203.M107
A. The Area Agency on Aging for Southwest Florida, Inc. at the following address:
Area Agency on Aging for Southwest Florida, Inc.
Attn: Leigh Wade-Schield, Executive Director
2285 First Street
Fort Myers, Florida 33901
Phone: (239) 332-4233
B. The Federal Audit Clearinghouse designated in OMB Circular A-133, as revised (the number of copies
required by sections .320 (d)(I) and (2), OMB Circular A-133, as revised, should be submitted to the
Federal Audit Clearinghouse), at the following address:
Federal Audit Clearinghouse
Bureau of the Census
1201 East 10th Street
JeffersonviUe, IN 47132
C. Other Federal agencies and pass-through entities in accordance with sections .320 (e) and (f), OMB
Circular A-133, as revised.
2. The contractor shall submit a copy of the reporting package described in section .320 (c), OMB Circular A-
133, as revised, and any management letters issued by the auditor, to the agency at the following address within
45 days of receipt of the report but no later than nine (9) months of contractor's fiscal year end:
Area Agency on Aging for Sonthwest Florida, Inc.
Attn: Leigh Wade-Schield, Execntive Director
2285 First Street
Fort Myers, Florida 33901
Phone: (239) 332-4233
3. Copies of audits and reporting packages required by PART IT of this attachment shall be submitted by or on
behalf of the contractor directly to each of the following within 45 days of receipt of the report but no later than
nine (9) months of contractor's fiscal year end:
A. The Area Agency on Aging for Southwest Florida, Inc. at the following address:
Area Agency on Aging for Southwest Florida, Inc.
Attn: Leigh Wade-Schield, Executive Director
2285 First Street
Fort Myers, Florida 33901
Phone: (239) 332-4233
B. The Auditor General's Office at the following address:
State of Florida Auditor General
Room 574, Claude Pepper Bnilding
111 West Madison Street
Tallahassee, Florida 32302-1450
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Master Con ract 203.M1 07
4. Any reports, management letters, or other information required to be submitted to the agency pursuant to this
attachment shall be submitted timely in accordance with OMB Circular A-133, section 215.97 F.S., and
Chapters 10.550 (local governmental entities) or 10.650 (nonprofit and for-profit organizations), Rules of the
Auditor General, as applicable and should indicate the date that the reporting package was delivered to the
contractor in correspondence accompanying the package.
5. Contractors, when submitting the financial reporting packages to the agency, should indicate the date that the
audit report was delivered to the contractor in correspondence accompanying the audit report.
PART IV: RECORD RETENTION
The contractor shall retain sufficient records demonstrating its compliance with the terms of this attachment for a
minimum period of five (5) years from the date the audit report is issued or longer if requested by the agency in
writing, and shall allow the agency or its authorized designee, and the Chief Financial Officer, Department of
Financial Services or Auditor General access to such records upon request. The contractor shall ensure that audit
working papers are made available to the agency or its designee, and the Chief Financial Officer, Department of
Financial Services or Auditor General upon request, for a minimum period of five (5) years from the date the audit
report is issued, or may need to be longer if requested in writing by the agency.
PART V: SPECIFIC REQffiREMENTS OF AGENCY ADMINISTERED PROGRAMS
1. The agency requires a supplemental schedule of functional expenses be prepared in a format provided by the
agency, which presents costs by service (as defined by the agency), including units of service delivered, for
contractors or subcontractors expending state or federal awards for services performed by their employees,
contractors, and other payees who receive payment from agency-administered funds for units of service
recorded in the department's Client Registration and Tracking System (CIRTS). This supplemental schedule
shall be prepared using the same methodology as used in determining the contractual rates. Government
entities are excluded from this requirement.
2. If an audit is not required or performed, the head of the contractor entity or organization must provide a written
attestation, under penalty of petjury, that the contractor has complied with the allowable cost provisions
(congruent with the Reference Guide for State Expenditures and Cost Principles 225 (A-87) and 230 (A-122),
and Federal Acquisition Regulation 31.2, whichever is applicable). EXHIBIT I to this attachment provides an
example attestation document that should be used by the agency head or authorized signatory for agreements to
attest to compliance with these provisions.
3. Interest earned on federal funds or general revenue funds must be returned to the agency. A chart is included in
all agreements identifying the funding source(s), program titles, applicable CFDA or CSFA numbers and the
amount of funds granted.
4. Specific requirements for match, co-payments, and program income applicable to programs administered by
the agency are outlined in the following applicability chart. Brief defmitions of terms used in the chart are
included.
(Revised February 2004)
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APPLICABILITY CHART DF;FINITIONS
AAA. Area Agency on Aging
Program Income. Program income means gross income earned by a contractor from activities which are
supported by a grant; i.e., when at least some of the cost of the activity is a direct cost of the grant or indirect cost
which helps match requirements of the grant. Program income includes contributions for meals or other
supportive services, proceeds from the sale of tangible personal property purchased for the program, fees for the
usage or rental of such property, and patent or copyright royalties for materials developed through the program.
Revenue generated from a particular activity of the contractor/sub-contractor for which Agency funds were used
to cover at least half the cost is considered program income. Note: Money donated (cash donation) without
earmark to the project by the donor should not be declared in an audit to be "program income"
Cash Donations. Cash donations are money donated without earmark to the project by the donor. These
donations, when used as match, cannot be earmarked for any specific expenditure but are to be budgeted
normally. Cash donations are not program income.
Match. When general revenue funded agreements require match, it may be either by cash, certified public
expenditure, or third-party in-kind. The non-federal share used to match OAA funds may be cash, certified public
expenditure, or third-party in-kind.
Co-payments. Fees assessed and collected according to a sliding scale based on the client's income for CCE and
ADI services.
In-kind Resources. In-kind resources must be identified in project records, necessary to project's achievement,
reasonable and in proportion to time used for project, claimed after use in the project and, not included as
contributions for other programs unless specifically allowed.
In-kind contributions represent a value placed on noncash contributions provided to the contractor of a agreement.
In-kind contributions may consist of actual charges for real property and equipment, and the value of goods and
services that directly benefit and are identified with project activities. This may include staff time contributed by
state and local agencies not otherwise matched or supported by federal funds.
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ATTACHMENT ill
EXHIBIT - 1
MANAGEMENT ATTESTATION LETTER
(To be completed at the end of contractor or sub-contractor's fiscal year)
Contract or Agreement Number:
I, . hereby attest under penalty of perjury
(contractor's authorized representative)
than ' based on the criteria
(contractor agency name)
set forth in the department's Audit Attachment, PARTS I and II, that:
A. The above named contractor agency is not required to provide an audit report or reporting package because
I '1 "J.UMM, ."'.,mI,)]
the above-named entity has not expended $500,000 or more in total federal awards in its fiscal year
and therefore is not required to have a single or program-specific audit performed in accordance in
OMB Circular A-133, as revised, and/or;
o
the above-named entity has not expended a total amount equal to or in excess of $500,000 in state
awards in its fiscal year and therefore is not required to have a State single or program-specific audit
in accordance with section 215.97, Florida Statutes.
B. The contractor has complied with the allowable cost provisions [congruent with State and Federal law,
generally accepted accounting principles, the Department of Financial Services' Reference Guide for State
Expenditures, and Office of Management and Budget (OMB) Cost Principles 225 (A-87, 230 (A-122) and
Federal Acquisition Regulation 31.2 or Part 215 (formerly OMB A-I 10), whichever is applicable].
By making this statement the contractor has considered not only funding or awards from the department, but all
sources of Federal and State funding or awards.
Fiscal year ended
(Month. day, year)
(Signature)
(Title)
(Date)
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ATTACHMENT ill
Exhibit - 2
Oath of Not for Profit Status
Contract or Agreement Number:
As an authorized representative for the Contractor identified herein, and in the above referenced document(s), I do
hereby swear under oath that this entity is currently a "not for profit" (non-profit) organization as defined in
section 50 I (c )(3) of the Internal Revenue Code. If this non-profit status changes for any reason during the life of
the above referenced contract or agreement, the Area Agency on Aging for Southwest Florida, Inc. will be
notified in writing immediately.
Name of Contractor entity
Signature of Authorized Representative
Printed name and Title of Authorized Representative
Date of Oath
(Revised FebrulU)' 2004)
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ATTACHMENT IV
CERTIFICATION REGARDING DATA INTEGRITY COMPLIANCE
FOR AGREEMENTS, GRANTS, LOANS AND
COOPERATIVE AGREEMENTS
The undersigned, an authorized representative of the contractor named in the contract or agreement to which this
form is an attachment, hereby certifies that:
(I) The contractor and any sub-contractors of services under this contract have financial management systems
capable of providing certain information, including: (I) accurate, current, and complete disclosure of the
financial results of each grant-funded project or program in accordance with the prescribed reporting
requirements; (2) the source and application of funds for all agreement supported activities; and (3) the
comparison of outlays with budgeted amounts for each award. The inability to process information in
accordance with these requirements could result in a return of grant funds that have not been accounted for
properly.
(2) Management Information Systems used by the contractor, sub-contractor(s), or any outside entity on which
the contractor is dependent for data that is to be reported, transmitted or calculated, have been assessed and
verified to be capable of processing data accurately, including year-date dependent data. For those systems
identified to be non-compliant, contractor(s) will take immediate action to assure data integrity.
(3) If this contract includes the provision of hardware, software, firmware, microcode or imbedded chip
technology, the undersigned warrants that these products are capable of processing year-date dependent data
accurately. All versions of these products offered by the contractor (represented by the undersigned) and
purchased by the State will be verified for accuracy and integrity of data prior to transfer.
In the event of any decrease in functionality related to time and date related codes and internal subroutines
that impede the hardware or software programs from operating properly, the contractor agrees to immediately
make required corrections to restore hardware and software programs to the same level of functionality as
warranted herein, at no charge to the State, and without interruption to the ongoing business of the state, time
being of the essence.
(4) The contractor and any sub-contractor(s) of services under this contract warrant their policies and procedures
include a disaster plan to provide for service delivery to continue in case of an emergency including
emergencies arising from data integrity compliance issues.
The contractor shall require that the language of this certification be included in all sub-agreements, sub-grants,
and other agreements and that all sub-contractors shall certify compliance accordingly.
This certification is a material representation of fact upon which reliance was placed when this transaction was
made or entered into. Submission of this certification is a prerequisite for making or entering' to this transaction
imposed by OMB Circulars A-I02 and CFR Part 215 and Part 215 (formerly 0 ircular -II
Collier County Services for Seniors
3301 Tamiami Trail E H/211
Naples, FL 34112
S'
December 31. 2006
Date
Robert h
Assistant County Attorney
AITEST:. ,I Y ",
DWIGHT { BROCK, cte~K
.' ~' .
"
"DeputyCle( <>
Attest ,stOe a1~n s
signature ,on,f!". \'
(Revised February 2004)
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ATTACHMENT V
MINIMUM GUIDELINES FOR CONTRACTOR GRIEVANCE PROCEDURES
APPLICABLE TO ALL ADVERSE ACTIONS DEEMED TERMINATIONS, SUSPENSIONS, OR
REDUCTIONS IN SERVICE FOR MEDICAID WAIVER CLIENTS
Medicaid Waiver clients have the right to request a fair hearing from the Department of Children and Families
(DCAF) Office of Appeal Hearings in addition to or as an alternative to these procedures.
NOTICE TO THE MEDICAID WANER CLIENTS OF THE ADVERSE ACTION TO BE TAKEN AND
EXPLANATION OF THE GRIEVANCE PROCEDURES FOR REVIEWING THAT DECISION
" The Medicaid Waiver client must be informed by the decision maker of the action, in writing, no less than 10
calendar" days prior to the date the adverse action will be taken.
(Prior notice is not applicable where the health or safety of the individual is endangered if action is not taken
immediately; however, notice must be made as soon thereafter as practicable.)
" Services cannot be reduced or terminated, nor any adverse action taken during the 10 day period.
" The Notice must contain:
a statement of what action is intended to be taken;
the reasons for the intended action;
an explanation of:
I) the individual's right to a grievance review if requested in writing and delivered within 10 calendar" days
of the Notice postmark (assistance in writing, submitting and delivering the request must be offered and
available to the individual);
2) in Medicaid Waiver actions, the individual's right to request a fair hearing from DCAF;
3) the individual's right, after a grievance review, for further appeal;
4) the right to seek redress through the courts if applicable;
a statement that current benefits will continue if a grievance review is requested, and will continue until a
final decision is made regarding the adverse action; and
a statement that the individual may represent himself/herself or use legal counsel, a relative, a friend, or other
qualified representative in the requested review proceedings.
" All records of the above activities must be preserved in the client's file.
GRIEVANCE REVIEW PROCEDURE UPON TIMELY RECEIPT OF A WRITTEN REOUEST FOR REVIEW
" Within 7 calendar" days of the receipt of a request for review, the provider must acknowledge receipt of the
request by a written statement delivered to the requester. This statement must also provide notice of:
the time and place scheduled for the review;
the designation of one or more impartial reviewers who have not been involved in the decision at issue;
the opportunity to examine, at a reasonable time before the review, the individual's own case record, and to a
copy of such case record at no cost to the individual;
the opportunity to informally present argument, evidence, or witnesses without undue interference at a
reasonable time before or during the review;
a contact person for any accommodations required under the Americans with Disabilities Act; and assistance,
if needed, in order to attend the review; and the stopping of the intended action until all appeals are exhausted.
" All grievance reviews must be conducted at a reasonable time, date and place by one or more impartial
reviewers who have not been directly involved in the initial determination of the action in question.
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. The reviewer(s) must provide written notification to the requester, within 7 calendar" days after the grievance
review, stating:
the decision, the reasons therefore in detail;
the effect the decision has on current benefits, if favorable, or the circumstances regarding continuation of
current benefits until all appeals are exhausted;
the individual's right to appeal an adverse decision to the Area Agency on Aging by written request within 7
, calendar" days, except in decisions involving the professional judgement of a legal assistance provider;
the availability of assistance in writing, submitting and delivering the appeal to the appropriate agency;
the opportunity to be represented by himselfi'herself or by legal counsel, a relative, a friend or other qualified
representative;
for legal assistance service appeals, the individual's right to file a grievance with the Florida Bar regarding
complaints related to the actual legal representation provided.
PROCEDURE FOR APPEALS OF A GRIEVANCE REVIEW DECISION UPON TIMELY RECEIPT OF A
WRITTEN APPEAL TO THE AREA AGENCY ON AGING
. Within 7 calendar" days of the receipt ofa notice of appeal of a grievance review decision, the AAA must
acknowledge receipt of the notice of appeal by a written statement delivered to the appellant. This statement
must also provide notice of:
the time and place scheduled for the appeal;
the designation of one or more impartial AAA officials who have not been involved in the decision at issue;
the opportunity to examine at a reasonable time before the appeal the individual's own case record to date,
and to a copy of such case record at no cost to the individual;
the opportunity to informally present argument, evidence, or witnesses without undue interference during the
appeal;
assistance, if needed, in order to attend the appeal;
and the stopping of the intended action until all appeals are exhausted.
. All appeals of grievance reviews must be conducted at a reasonable time, date and place by one or more
impartial AAA officials who have not been directly involved in the initial determination of the action in
question.
. The designated AAA official(s) must provide written notification to the requester within 7 calendar" days
after considering the grievance review appeal, stating:
the decision, and the reasons therefore in detail;
the effect the decision has on current benefits, if favorable, or the circumstances regarding continuation of
current benefits until all appeals are exhausted;
the individual's right to appeal, if applicable.
. Except for Medicaid Waiver actions, the decision of the AAA shall be the final decision;
and the availability of assistance in requesting a fair hearing, including a notice regarding accommodations as
required by the ADA.
. All records of the above activities must be preserved and remain confidential. A copy of the final decision
must be placed in the client's file.
" In computing any period of time prescribed or allowed by these guidelines, the last day of the period so
computed shall be included unless it is a Saturday, Sunday, or legal holiday, in which event the period shall run
until the end of the next day which is neither a Saturday, Sunday, or legal holiday.
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ATTACHMENT A
ASSURANCES & CERTIFICATIONS
The contractor shall maintain proper documentation to substantiate all of the assurance items set out below. Such
documentation will be subject to review for adequacy and completeness. Failure to maintain the appropriate and
necessary documentation shall be grounds for sanctions and penalties, in accordance with
I. Compliance with Reqnirements
The contractor agrees to administer the program in accordance with the OAA and all applicable
regulations, policies and procedures established by the DADS, the AoA, and the Secretary of Health and
Human Services.
II. General Administrative and Fiscal Reqnirements
The contractor shall adhere to uniform administrative requirements and cost principles which are in
compliance with relevant provisions of Cost Principles 225 (A-87) and 230 (A-122) and Federal
Acquisition Regulation 31.2"OMB Circulars A-I02 , and A-133 and 2 CFR Part 215 and part 215
(formerly OMB Circular A-I 10), as applicable; 45 CFR, Part 74; 45 CFR, Part 92; and other OMB
Circulars, except where these provisions are superseded by statute.
Comply with the cost principles, administrative requirements, and other provisions of all applicable state
and federal laws and regulations including: sections 215.97 and 216.348, F.S., Title 45, Code of Federal
Regulations (CFR), Part 74, and/or 45 CFR, Part 92, and/or 48 CFR Part 31, and Office of Management
and Budget (OMB) Circulars A-133 and A-102 and 2 CFR Part 215 and Part 215 (formerly OMB
Circular A-I 10) and Cost Principles 225 (A-87) and 230 (A-122) and Federal Acquisition Regulation
31.2 , whichever is applicable to the contractor's organization.
Comply with all applicable standards, orders, or regulations issued pursuant to the Clean Air Act [42
United States Code (U.S.C.) 7401 et seq.], the U.S. Department of Labor, Occupational Safety and Health
Administration (OSHA) code, Title 29 CFR, Part 1910.1030, and the Federal Water Pollution Control Act
as amended (33 U.S.C. 1251 et seq.). The contractor shall report any violations of the above to the
agency.
Prior to execution of this contract, complete the Certification Regarding Lobbying form,
ATTACHMENT I, and the Certification Regarding Debarment, Suspension, Ineligibility and Voluntary
Exclusion Agreements/Subagreements form, ATTACHMENT II. If a Disclosure of Lobbying Activities
form, Standard Form LLL, is required, it may be obtained from the agency's grant manager, and all
disclosure forms as required by the Certification Regarding Lobbying form must be completed and
returned to the agency with the signed agreement.
Comply with the provisions of Chapter 119, F.S., allowing public access to all documents, papers, letters,
or other materials made or received by the contractor in conjunction with this contract and any
agreements incorporating this contract by reference. In addition, section 20.41(9), F.S., requires that all
lead agencies are subject to Chapter 119, F.S., relating to public records, and, when considering any
agreements requiring the expenditure of funds, are subject to section 286.011-286.012, F.S., relating to
public meetings.
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III. Safeguarding Confidential Information
The contractor shall implement such regulations, standards, and procedures as are necessary to meet the
requirements on safeguarding confidential information under the relevant program regulations.
Safegnarding Information: Except as provided for agency auditing and monitoring purposes, not to use
or disclose any information concerning a client who receives services under agreements and/or contracts
incorporating this contract by reference or subsequent agreements and/or contracts for any purpose not in
conformity with state and federal regulations, except upon written consent of the client, or the client's
authorized representative.
mPAA Compliance: Comply with all requirements of the Health Insurance Portability Act (HIPAA) of
1996, as applicable
IV. Standards for Fire, Health, Safety, Sanitation and Other Standards
The contractor providing services under this contract shall operate fully in conformance with all federal,
state and local fire, health, safety, sanitation, and other standards prescribed in law or regulations. Such
requirement shall also be passed to all subcontractors and sub grantees in the fulfillment of this contract.
The contractor assures that where the state or local jurisdictions require licensure for the provision of
services, agencies providing such services shall be licensed.
V. Insurance Coverage
The contractor will maintain fire and casualty, worker's compensation, fidelity bond, and general liability
insurance in amounts prescribed in statute or regulation, as applicable.
VI. Participant Grievance Procednres
The contractor shall establish written procedures through which participants can communicate aspects of
the service which impact negatively upon them. All procedures shall be in accordance with 40 T AC
~81.l9.
Grievance and Appeal Procednres: Ensure through agreement provisions that sub-contractors and
vendors follow the Minimum Guidelines for Contractor Grievance Procedures, ATTACHMENT V, for
handling complaints from clients who complain service has been suspended, terminated or reduced.
Contractors and subcontractors will also establish their own complaint procedures for clients who are
dissatisfied with or denied services that include, at minimum, notice of the right to complain and to have
their complaint reviewed.
It is expressly understood that substantial evidence of the contractor's refusal to comply with any of the
above provisions shall constitute a breach of this contract.
VII. Eqnal Employment Opportunity
a. Americans with Disabilities Act of 1990-
The contractor shall comply with the requirements established under the Americans with Disabilities
Act in meeting statutory deadlines established under the Act as they pertain to operations for
employment, public accommodations, transportation, state and local government operations and
telecommunications.
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b. Section 504 of the Rehabilitation Act of 1973 -
The contractor shall provide that each program activity, when viewed in its entirety is readily
accessible to and usable by persons with disabilities in keeping with 45 CFR, Part 84.11, et. seq., and
as provided for in Section 504 of the Rehabilitation Act of 1974, as amended. When structural
changes are required, these changes shall be in keeping with 45 CFR, Part 74.
c. Title VI of the Civil Rights Act of 1964 -
The contractor shall ensure that benefits and services available under this contract are provided in a
non-discriminatory manner as required by Title VI of the Civil Rights Act of 1964, as amended.
d. Age Discrimination in Employment Act of 1967 -
The contractor shall comply with Age Discrimination in Employment Act of 1967 (29 U.S.C. 621,
et. seq.).
Civil Rights Certification:
I. The contractor gives this assurance in consideration of and for the purpose of obtaining federal
grants, loans, agreements (except agreements of insurance or guaranty), property, discounts, or
other federal financial assistance. The contractor shall comply with all federal, state and local
regulations, statutes and ordinances relating to nondiscrimination in programs or activities
receiving or benefiting from state, federal, or local financial assistance, whichever apply. These
include, but are not limited to: (a) Executive Order 11246, "Equal Employment Opportunity," as
amended by E.O. 11375, "Amending Executive Order 11246 Relating to Equal Employment
Opportunity," and as supplemented by regulations at Title 41 CFR, Part 60; (b) Title VI of the
Civil Rights Act of 1964, as amended, 42 U.S.C. 2000d et seq., which prohibits discrimination on
the basis of race, color, or national origin; (c) Title IX of the Education Amendments of 1972, as
amended, 20 U.S.C. 1681-1683, and 1685-1686 et seq., which prohibits discrimination on the
basis of sex in education programs; (d) Section 504 of the Rehabilitation Act of 1973, as
amended, 29 U.S.C. 794, which prohibits discrimination on the basis of handicaps; (e) The Age
Discrimination Act of 1975, as amended, 42 U.S.C. 6101 et seq., which prohibits discrimination
on the basis of age; and with any and all other applicable regulations, guidelines, and standards as
are now or may be lawfully adopted pursuant to the above statutes or which may apply to
agreements and/or contracts covered by this contract.
2. The contractor agrees to complete the Civil Rights Compliance Questionnaire (DOEA forms 101
A and B), if services are provided to clients and if fifteen (15) or more persons are employed. For
contractors employing less than 15 persons, the agency requests completion of the Civil Rights
Compliance Questionnaire.
3. The contractor shall establish procedures to handle complaints of discrimination involving
services or benefits through this contract. These procedures shall include advising clients,
employees, and participants of the right to file a complaint, their right to appeal a denial or
exclusion from the services or benefits, and their right to a fair hearing as a result of their
complaint of discrimination. Complaints of discrimination involving services or benefits through
agreements and/or contracts referencing this contract may also be filed with the Area Agency on
Aging for Southwest Florida, Inc., and the Secretary of the Department of Elder Affairs or the
appropriate federal or state agency.
4. The contractor agrees that compliance with these assurances are a condition of continued receipt
of or benefit from federal fmancial assistance, and that it is binding upon the contractor, its
successors, transferees, and assignees for the period during which such assistance is provided.
The contractor further assures that all subcontractors, vendors, or others with whom it arranges to
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provide services or benefits to participants or employees in connection with any of its programs
and activities are not discriminating against those participants or employees in violation of the
above statutes, regulations, guidelines, and standards. In the event of failure to comply, the
contractor understands that the agency may, at its discretion, seek a court order requiring
compliance with the terms of this assurance or seek other appropriate judicial or administrative
relief, including but not limited to, termination of and denial of further assistance.
VIII. Drug Free Workplace
The contractor shall comply with the Drug-Free Workplace Act of 1988, 41 U.S.C. ~~701-704, and- 28
TAC Chapter 169, as applicable.
IX. Lobbying
As required by Title 31, US Code, Section 1352, entitled "Limitation on use of appropriated funds to
influence certain Federal contracting and fmancial transactions," generally prohibits contractors of
Federal grants and cooperative agreements from using Federal (appropriated) funds for lobbying the
Executive or Legislative Branches of the Federal Government in connection with a specific grant or
cooperative agreement. Section 1352 also requires that each person who requests or receives a Federal
grant or cooperative agreement must disclose lobbying undertaken with non-Federal (nonappropriated)
funds. These requirements apply to grants and cooperative agreements EXCEEDING $100,000 in total
costs (45 CFR Part 93).
The contractor certifies, to the best of his or her knowledge and belief, that:
(a) No Federal appropriated funds have been paid or will be paid, by or on behalf of the under- signed, to
any person for influencing or attempting to influence an officer or employee of any agency, a
Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress
in connection with the awarding of any Federal contract, the making of any Federal grant, the making
of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation,
renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement.
(b) If any funds other than Federally appropriated funds have been paid or will be paid to any person for
influencing or attempting to influence an officer or employee of any agency, a Member of Congress,
an officer or employee of Congress, or an employee of a Member of Congress in connection with this
Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit
Standard Form-LLL, "Disclosure of Lobbying Activities," in accordance with its instructions. (If
needed, Standard Form-LLL, "Disclosure of Lobbying Activities," its instructions, and continuation
sheet are included at the end of this application form.)
(c) The contractor shall require that the language of this certification be included in the award documents
for all sub-awards at all tiers (including subcontracts, sub-grants, and contracts under grants, loans
and cooperative agreements) and that all subcontractors shall certify and disclose accordingly.
This certification is a material representation of fact upon which reliance was placed when this
transaction was made or entered into. Submission of this certification is a prerequisite for making or
entering into this transaction imposed by Section 1352, U.S.c. Any person who fails to file the
required certification shall be subject to a civil penalty of not less than $10,000 and not more than
$100,000 for each such failure.
Use of Fnnds For Lobbying Prohibited: Comply with the provisions of section 216.347, F.S., Title 48
CFR, Part 31.205, or Title 45 CFR, Part 93, whichever is applicable, that prohibit the expenditures of
funds for the purpose oflobbying the Legislature, a judicial branch or a state agency.
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X. Outreach
The contractor shall ensure that outreach efforts identify individuals eligible for assistance and inform
them of available services under the OAA, with special emphasis on rural elderly, older individuals who
have greatest economic need (with particular attention to low-income minority individuals), older
individuals who have greatest social need (with particular attention to low income minority individuals),
and older individuals with severe disabilities, and inform such individuals of the availability of such
assistance.
XI. Grant Pnrchased Equipment
The contractor shall ensure that all equipment purchases made utilizing grant funds comply with
applicable laws and regulations with special attention to 45 CFR 92.
Equipment may be assigned to contractor for use in connection with this contract. Title to the real and
personal property shall vest in the contractor subject to the condition that the contractor shall use the
property for the authorized purpose of the original contract for the entire term of the contract. It is further
agreed that the contractor shall maintain adequate property control records, perform regular inventories,
document adequate maintenance and repair, and establish adequate safeguards to prevent loss, damage, or
theft to any such property in accordance with sound industrial practice. Personal property shall include
all tangible personal property having a useful life of more than one year and an acquisition cost of
$5,000.00 or more.
Unless otherwise provided in the contract, the contractor, upon delivery or acquisition of any such
property, shall assume the risk of and be responsible for, any loss thereof or damage thereto, except for
reasonable wear and tear, and except to the extent that such property is consumed in the performance of
this contract.
The contractor shall, upon completion of this contract or where there is otherwise no longer a need for
such property, give written notice to the DADS within ten (10) calendar days to such effect. It is further
agreed that upon receipt by the DADS of such written notice, the DADS shall issue instructions as to the
continued use or disposition of such property to the contractor pursuant to applicable federal regulations
as outlined in OMB Circular A-I02 and 2 CFRPart 215
XII. Maintenance of Non-Federal Support for Services
The contractor shall not replace funds from non-federal sources with federal funds. The contractor agrees
to continue to initiate efforts to obtain support from other sources for services funded under this contract.
XIII. Training Requirements
The contractor shall provide in-service training to all personnel relative to the performance of this
contract. The contractor shall secure appropriate training and certification for all personnel delegated
duties that require such specialized training and/or certification.
XIV. Coordination Requirements
The contractor agrees the DADS may establish procedures and mechanisms necessary to assure effective
coordination between the various activities and programs operating pursuant to the OAA, as amended,
and other local, state or federal programs operating on behalf of older persons.
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XV. Coordination of Service Delivery
Contractors who operate focal points in the community must assure collocation of services, where
feasible.
XVI. Emergency Management
In the event of a disaster, whether man-made, natural, or of a civil defense nature, the contractor will
provide and coordinate appropriate resources to federal disaster relief agencies and may provide
equipment and resources for the following activities: temporary shelter; nutrition services; food
preparation; transportation and volunteers.
XVII. Taxes
The contractor will comply with all state, federal and local tax requirements with respect to property and
personnel.
XVIII. Debarment and Suspension
As required by Executive Order 12549, Debarment and Suspension and implemented at 45CFR Part
92.35, for prospective participants in Federal assistance programs:
(a) The contractor certifies to the best of his or her knowledge and belief, that the organization, defined as
the primary participant in accordance with 45 CFR Part 76, and its principals:
(I) are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily
excluded from covered transactions by any Federal Department or agency;
(2) have not within a 3-year period preceding this proposal been convicted of or had a civil judgment
rendered against them for commission of fraud or a criminal offense in connection with
obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or
contract under a public transaction; violation of Federal or State antitrust statutes or commission
of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false
statements, or receiving stolen property;
(3) are not presently indicted or otherwise criminally or civilly charged by a governmental entity
(Federal, State, or local) with commission of any of the offenses enumerated in paragraph (b) of
this certification; and
(4) have not within a 3-year period preceding this contract had one or more public transactions
(Federal, State, or local) terminated for cause or default.
(b) Should the contractor not be able to provide this certification, an explanation as to why should be
placed after the assurances page in the application package.
The contractor agrees by submitting this proposal that it will include, without modification, the clause
titled "Certification Regarding Debarment, Suspension, in eligibility, and Voluntary Exclusion--
Lower Tier Covered Transactions" in all lower tier covered transactions (i.e., transactions with sub-
grantees and/or contractors) and in all solicitations for lower tier covered transactions in accordance
with 45 CFR Part 76.
XIX. Personnel
The contractor shall furnish all necessary personnel and shall appoint personnel of adequate
qualifications, skill and expertise as are required to perform the services to be rendered in accordance and
compliance with the terms of this contract. The contractor shall be responsible for completion of the
services to be rendered in accordance with this contract and all applicable service standards. The
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Master Contract 203.M107
contractor shall provide all necessary SupervISIon and coordination of activities that is required to
complete the services and fulfill all contractual obligations.
XX. Provision of Services
The contractor assures compliance with the following provisions relating to the services covered by this
contract.
a. Eligibility -
The services covered by this contract serve only those individuals and groups eligible under the
provisions of the OAA, as amended.
b. Residency -
No requirements as to duration of residence or citizenship as a condition of participation in the
provision of services will be imposed on persons requesting services.
c. Coordination and Maximum Utilization of Services -
The contractor, to the maximum extent, shall coordinate and utilize the services and resources of
other appropriate public and private agencies and organizations. Efforts shall be demonstrated to
coordinate with local state agencies to ensure non-duplication of administrative activities and service
delivery to the maximum extent possible. Coordination activities shall reduce administrative burden
on service providers and provide better service delivery to program participants.
d Prohibition of Means Testfor Services-
The contractor shall provide all services funded by the OAA, as amended, without the use of any
means test to determine eligibility for services.
e. Legal Assistance Services Attorney-Client Privilege -
The contractor shall not divulge any information that is protected by the attorney-client privilege held
by program participants.
I, the undersigned, certit'y that compliance with these assurances and certifications will be accomplished. I further
certit'y that I am authorized to sign for the contractor agency.
CONTRACTOR: Collier County Services for Seniors
~~~
James Coletta. Chairman
Typed Name and Title of
Authorized Official
Si
e of Official
December 31. 2006
Date
ATTE'sr' . ",'.:'1'( "
DWIGfff~:f3RWK, CLERK
~.,'<"","',"',"
<'<~
Att~t ~~~k ,",
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s 1 Qna.ture 'on'1- ,,'
~ ,.
Robert N. Zaclia
Assistant County Attorney
38
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MEMORANDUM
Date:
April 4, 2007
To:
Terri Daniels, Grants Supervisor
Human Services Department
From:
Martha Vergara, Deputy Clerk
Minutes & Records Department
Re:
State of Florida Department of Elder Affairs Area
Agency on Aging for Southwest Florida, Inc. -
Master Contract # 203.M007
Enclosed, please find four (4) original documents as referenced
above (Agenda Item #16D2), approved by the Board of County
Commissioners on Tuesday, March 27, 2007.
After execution please forward a fully executed copy to the
Minutes and Records Department.
If you should have any questions, please call 732-2646 x 7240.
Thank you.
Enclosures (4)
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1~
"
STATE OF FLORIDA
DEPARTMENT OF ELDER AFFAIRS
AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA, INC.
MASTER CONTRACT FOR
GENERAL REVENUE PROGRAMS
TIDS MASTER CONTRACT is entered into this 31 st day of December , 2006 , by and between the
Area Agency on Aging for Southwest Florida, Inc., hereinafter referred to as the "Agency," and the Collier County
Services for Seniors. hereinafter referred to as the "contractor." The terms contractor and subcontractor are deemed
to have the same meaning and definition as the terms recipient and subrecipient as defined in OMB Circular A-133,
are interchangeable, and have the same force and effect.
This contract is the successor to Master Agreement Number HM004, entitled State of Florida, Department of Elder
Affairs, Master Agreement.
This contract shall begin on January I, 2007 or on the date the contract has been signed by both parties, whichever is
later, and shall end on December 31, 2007. This contract can be renewed for an additional one (I) year term by
agreement of the parties. All agreements and/or contracts executed between the agency and the contractor during the
effective period of this contract shall reference this contract by number, incorporating it therein, and shall be
governed in accordance with the applicable laws, statutes and other conditions set forth in this contract.
I. Scope of Services
The contractor agrees to provide the services specified in each agreement and/or contract with the agency
during the period this master contract is in effect.
The contractor agrees that this master contract covers all services provided by the contractor under
agreements and/or contracts with the agency.
The contractor agrees to provide services in compliance with the provisions of the Department's Home and
Community Based Services Handbook.
II. Independent Contractor
The contractor will be acting in its independent capacity and not as an employee, agent or representative of
the agency. The contractor shall not be deemed or construed to be an employee, agent or representative of
the agency for any purpose whatsoever. Nothing contained in this contract is intended to, or shall be
construed in any manner, as creating or establishing the relationship of employer/employee between the
parties.
The contractor shall be responsible for the work under this contract, including the work of any subcontractor
it may utilize.
III. Payment Requirements
The contractor agrees to submit bills for fees or other compensation for services or expenses in sufficient
detail for a proper pre audit and post audit thereof of all agreements and/or contracts covered by this
contract. The contractor shall comply with the particular requirements under the following laws and
guidelines that are applicable to the agreements and/or contracts covered under this contract: (a) paragraph
(16) (b) of section 216.181, F. S., regarding advances; (b) paragraph 691-40.103 F.A.C. pertaining to
Restriction of Expenditures from state funds; and, ( c) the Contract Payment Requirements sub-section of
section C of the Reference Guide for State Expenditures from the Department of Financial Services
(http://www.fldfs.com/aadir/reference%5Fguide/). The contractor certifies that detailed documentation is
2007 GR
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available to support each item on the itemized invoice or payment request for cost reimbursed expenses,
fixed rate or deliverable contracts, including paid subcontractor invoices, and will be produced upon request
by the agency. The contractor further certifies that reimbursement requested is only for allowable expenses
as defined in the laws and guiding circulars cited in Section IV. (State and Federal Law and Regulations) of
this contract, in the Reference Guide for State Expenditures, and any other laws or regulations, as applicable,
and that administrative expenses do not exceed amounts budgeted in the contractor's approved service
provider application as developed in accordance with and pursuant to section 306(a) of the Older Americans
Act of 1965, as amended.
The contractor and subcontractors shall provide units of deliverables, including reports, findings, and drafts
as specified in the agreements and/or contracts and attachments covered by this contract, and the area plans
developed by the agency and the service provider application developed by the contractor to be received and
accepted by the contract manager prior to payment.
IV. State and Federal Laws and Regulations:
The contractor shall comply with the cost principles, administrative requirements, and other provisions of all
applicable state and federal laws and regulations including, but not limited to: the Older Americans Act of
1965, as amended, sections 215.97 and 216.348, F.S., Title 45, Code of Regulations (CFR), Part 74, and/or
45 CFR Part 92 and Part 1321, and/or 48 CFR Part 31, and Office of Management and Budget (OMB) Cost
Principles 225 (A-87) and 230 (A-122), Federal Acquisition Regulation 31.2, Circulars A-133 and A-I02
and 2 CFR Part 215 and Part 215 (formerly OMB Circular A-IIO), whichever is applicable to the
contractor's organization.
The contractor shall comply with all applicable standards, orders or regulations issued pursuant to the Clean
Air Act [42 United States Code (U.S.C.) 7401 et. seq.], the U.S. Department of Labor, Occupational Safety
and Health Administration (OSHA) code, Title 29 CFR, Part 1910.1030, and the Federal Water Pollution
Control Act as amended (33 U.S.C. 1251 et. seq.). The contractor shall report any violations of the above to
the agency.
The contractor shall comply with section 112.061, F. S., and any policies of the agency regarding any and all
business travel pursuant to agreements and/or contracts covered by this contract (including use of the State
approved Reimbursement of Travel Expenses form, or an equivalent form developed by the contractor), and
comply with the provisions of Chapter 119, F.S., allowing public access to all public records made or
received by the contractor in conjunction with this contract and any agreements and/or contracts
incorporating this contract by reference. In addition, section 20.41(9), F.S., requires that all lead agencies are
subject to Chapter 119, F.S., relating to public records, and, when considering any contracts requiring the
expenditure of funds, are subject to sections 286.011 and 286.012, F.S., relating to public meetings.
Abuse Neglect and Exploitation Reporting: In compliance with Chapter 415, F.S., an employee of the
contractor or subcontractors who knows, or has reasonable cause to suspect, that a child, aged person or
disabled adult is or has been abused, neglected, or exploited, shall immediately report such knowledge or
suspicion to the State of Florida's central abuse registry and tracking system on the statewide toll-free
telephone number (l-800-96ABUSE).
Transportation Disadvantaged: If clients are to be transported under any agreements and/or contracts
incorporating this contract, the contractor shall comply with the provisions of Chapter 427, F.S., and Chapter
41-2, F. A. C.
Use of Funds For Lobbying Prohibited: The contractor shall comply with the provisions of section 216.347,
F.S., which prohibits the expenditures of funds for the purpose oflobbying the Legislature, a judicial branch
or a state agency.
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Safeguarding Information: Except as provided for the agency's auditing and monitoring purposes, the
contractor shall not use or disclose any information conceming a client who receives services under
agreements and/or contracts incorporating this contract by reference or subsequent agreements and/or
contracts for any purpose not in conformity with state and federal regulations, except upon written consent
of the client, or the client's authorized representative.
Health Insurance Portability Act of 1996 (HIPAA) Compliance: If the contractor will receive client's
protected health information as a result of this contract, then the agency recognizes that the agency and the
contractor are "Business Associates" of each other under the terms of the HIP AA. Furthermore, the agency
and the contractor will enter into a Business Associate Agreement separate from this contract.
Grievance and Appeal Procedures: The contractor shall ensure, through its contract provisions, that
subcontractors follow the Minimum Guidelines for Contractor Grievance Procedures, ATTACHMENT V,
for handling complaints from clients who complain service has been suspended, terminated or reduced.
Contractor and subcontractors will also establish their own complaint procedures for clients who are
dissatisfied with or denied services that include, at minimum, notice of the right to complain and to have
their complaint reviewed.
It is expressly understood that a finding that the contractor materially and substantially has not complied
with any of the provisions of this section shall constitute a breach of this contract.
V. Civil Rights Certification:
I. The contractor gives this assurance in consideration of and for the purpose of obtaining federal grants,
loans, awards, agreements (except agreements of insurance or guaranty), property, discounts, or other
federal [mancial assistance and also assures compliance with all federal, state and local regulations,
statutes and ordinances relating to nondiscrimination in programs or activities receiving or benefiting
from state, federal, or local financial assistance, whichever apply. These include, but are not limited to:
(a) Executive Order 11246, "Equal Employment Opportunity," as amended by E.O. 11375, "Amending
Executive Order 11246 Relating to Equal Employment Opportunity," and as supplemented by
regulations at Title 41 CFR Part 60; (b) Title VI of the Civil Rights Act of 1964, as amended, 42 U.S.c.
2000d et seq., which prohibits discrimination on the basis of race, color, or national origin; (c) Title IX
of the Education Amendments of 1972, as amended, 20 U.S.C. 1681-1683, and 1685-1686 et seq.,
which prohibits discrimination on the basis of sex in education programs; (d) Section 504 of the
Rehabilitation Act of 1973, as amended, 29 U.S.C. 794, which prohibits discrimination on the basis of
handicaps; (e) The Age Discrimination Act of 1975, as amended, 42 U.S.c. 6101 et seq., which
prohibits discrimination on the basis of age; and with any and all other applicable regulations,
guidelines, and standards as are now or may be lawfully adopted pursuant to the above statutes.
2. The contractor agrees to complete the Civil Rights Compliance Questionnaire (DOEA forms 101 A and
B), if services are provided to consumers and if fifteen (15) or more persons are employed. For
contractors employing less than 15 persons, the agency requests completion of the Civil Rights
Compliance Questionnaire.
3. The contractor agrees to establish procedures pursuant to federal law to handle complaints of
discrimination involving services or benefits through this contract. These procedures shall include
providing clients, employees, and participants of the right to file a complaint with the appropriate federal
or state entity.
These assurances are a condition of continued receipt of or benefit from federal financial assistance, and
are binding upon the contractor, its successors, transferees, and assignees for the period during which
such assistance is provided. The contractor further assures that all subcontractors, vendors, or others
with whom it arranges to provide services or benefits to participants or employees in connection with
3
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any of its programs and activities are not discriminating against those participants or employees in
violation of the above statutes, regulations, guidelines, and standards. In the event of failure to comply,
the contractor understands that the agency may, at its discretion, seek a court order requiring compliance
with the terms of this assurance or seek other appropriate judicial or administrative relief, including but
not limited to, termination of and denial of further assistance.
VI. Withholdings and Other Benefits:
The contractor is responsible for its employees Social Security and Income Tax withholdings.
VII. Indemnification:
If the contractor is a state or local governmental entity, pursuant to section 768.28(18), F.S., the provisions
of this section do not apply.
I. Contractor agrees to indemnify, defend, and hold harm1ess the agency and all of the agency's officers,
agents, and employees from any claim, loss, damage, cost, charge, or expense arising out of any acts,
actions, neglect or omission, action in bad faith, or violation of federal or state law by the contractor, its
agents, employees, or subcontractors in connection with the performance of all agreements and/or
contracts incorporating this contract by reference, whether direct or indirect, and whether to any person
or property to which the agency or said parties may be subject, except that the contractor will not
indemnify the agency or its officers, agents or employees for that portion of any loss or damages
proximately caused by the negligent or intentional act or omission of the agency or any of its officers,
agents, or employees.
2. Contractor's obligation to indemnify and defend shall be triggered on the seventh (7th) day following
the agency's notice of claim for indemnification to contractor. Contractor's inability to evaluate liability
or its evaluation of liability shall not excuse contractor's duty to defend and indemnify the agency,
within seven (7) calendar days following notice by the agency. Notice shall be given by registered or
certified mail, return receipt requested. Only an adjudication or judgment after the highest appeal is
exhausted specifically finding the contractor not liable shall excuse performance of this provision by
contractor. The contractor's obligations under this paragraph are contingent upon the agency giving the
contractor: (I) prompt written notice of any action or threatened action for which the agency is seeking
indemnification; (2) the opportunity to take over and settle or defend any such action at the contractor's
sole expense, and (3) assistance in defending the action at the contractor's sole expense. The contractor
shall not be liable for any cost, expense or compromise incurred or made by the agency in any legal
action without the contractor's prior written consent, which shall not be unreasonably withheld.
3. It is the intent and understanding of the parties that the contractor, or any of its subcontractors, are not
employees of the agency and shall not hold themselves out as employees or agents of the agency without
specific authorization from the agency. It is the further intent and understanding of the parties that the
agency does not control the employment practices of the contractor and shall not be liable for any wage
and hour, employment discrimination, or other labor and employment claims against the contractor or its
subcontractors.
VIII. 1< 'surance and Bonding:
I. The contractor agrees to provide adequate liability insurance coverage on a comprehensive basis and to
hold such liability insurance at all times during the effective period of any and all agreements and/or
contracts incorporating this contract by reference. The contractor accepts full responsibility for
identifying and determining the type(s) and extent of liability insurance necessary to provide reasonable
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financial protections for the contractor and the clients to be served under agreements and/or contracts
incorporating this contract by reference. Upon execution of each agreement and/or contract covered
under this contract, the contractor shall furnish the agency written verification supporting both the
determination and existence of such insurance coverage. Such coverage may be provided by a self-
insurance program established and operating under the laws of the State of Florida. The agency reserves
the right to require additional insurance where appropriate.
2. The contractor agrees to furnish an insurance bond from a responsible commercial insurance company
covering all officers, directors, employees and agents of the contractor authorized to handle funds
received or disbursed under all agreements and/or contracts incorporating this contract by reference in
an amount commensurate with the funds handled, the degree of risk as determined by the insurance
company and consistent with good business practices.
IX. Purchasing:
The contractor agrees to develop procurement procedures which are in accord with applicable state and/or
federal requirements, which encourage fair and open competition and which promote a diversity of
contractors and subcontractors for all services purchased pursuant to this contract.
1. PRIDE
Any service or item manufactured, processed, grown, or produced by Prison Rehabilitative Industries
and Diversified Enterprises, Inc. (pRIDE) in a correctional work program may be furnished or sold to
the contractor and to any subcontractor, or to any person, firm, or business entity if not prohibited by
federal law.
2. Procurement of Products or Materials with Recycled Content
Reusable materials and products shall be used where economically and technically feasible.
3. Equity in Contracting
The agency is committed to embracing diversity in the provision of services to Florida's elders and in
providing fair and equal opportunities for all qualified minority businesses in Florida. The contractor shall
report information to the agency on utilization of certified minority and non-certified minority
subcontractors receiving funds pursuant to all agreements and/or contracts covered by this contract. This
report shall be submitted quarterly to the agency.
The contractor is encouraged to identify in any geographic location(s) that has been designated as a Front
Porch Community by the Governor and to direct services to that Front Porch Community as appropriate.
X. Sponsorship:
I. If the contractor sponsors a program fmanced partially by state funds or funds obtained from a contract
or agreement with the agency, in publicizing, advertising, or describing the sponsorship of the program,
state: "Sponsored by Area Agency on Aging for Southwest Florida, Inc. and the State of Florida,
Department of Elder Affairs." If the sponsorship reference is in written material, the words "State of
Florida, Department of Elder Affairs" shall appear in the same size letters or type as the name of the
organization in accordance with section 286.25, F.S., and if the department's and/or agency's logo is
incorporated, shall ensure that the current logo is used. This shall include, but is not limited to, any
correspondence or other writing, publication or broadcast that refers to such program.
2, The contractor shall not use the words "The State of Florida, Department of Elder Affairs" to indicate
sponsorship of a program otherwise financed unless specific authorization has been obtained by the
agency prior to use.
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XI. Public Entity Crime:
Denial or revocation of the right to transact business with public entities:
In compliance with the legislature's intent to restrict the ability of persons convicted of public entity crimes
to transact business with the agency, the contractor agrees that compliance with sections 287.017 and
287.133, F.S., is a condition of receipt or benefit from state or federal funds and it is binding upon the
contractor, its successors and transferees during the period of this contract. The contractor further assures
that the contractor, its officers, directors, senior management, partners, employees or agents have not been
convicted of any public entity crimes within the last 36 months. If the contractor or any of its officers or
directors is convicted of a public entity crime during the period of this contract, the contractor shall notify
the agency immediately. Non-compliance with these statutes shall constitute a breach of this contract.
xn. Employment:
The contractor is a non-governmental organization, therefore, it is expressly understood and agreed that the
contractor will not knowingly employ unauthorized alien workers. Such employment constitutes a violation
of the employment provisions as determined pursuant to the Immigration Nationality Act (INA), Sec. 274A
[8 U.S.C. s.1324a]. Violation of the employment provisions as determined pursuant to section 274A shall be
grounds for unilateral cancellation of any and all agreements and/or contracts incorporating this contract by
reference.
xm. Audits and Records:
The Contractor agrees:
1. To maintain books, records, and documents (including electronic storage media) in accordance with
generally accepted accounting principles and practices that sufficiently and properly reflect all revenues
and expenditures of funds provided by the agency under all agreements and/or contracts covered by this
contract. The contractor agrees to maintain records, including paid invoices, payroll registers, travel
vouchers, copy logs, postage logs, time sheets, etc., as supporting documentation for service cost reports
and for administrative expenses itemized for reimbursement. Original documentation will be made
available upon request for monitoring and auditing purposes.
2. To assure these records shall be subject at all reasonable times to inspection, review, audit, or copy at
the expense of the contractor by state personnel and other personnel duly authorized by the agency, as
well as by state and federal personnel, if applicable.
3 . To maintain and file with the agency such progress, fiscal and inventory and other reports as the agency
may require pursuant to this contract, and agreements or contracts incorporating this contract by
reference, within the period of this contract. Such reporting requirements must be reasonable given the
scope and purpose of the agreements and/or contracts incorporating this contract by reference.
4. To submit management, program, and client identifiable data, as specified by the agency pursuant to this
contract, and agreements or contracts incorporating this contract by reference. To assure, through
agreement provisions in subagreements and/or subcontracts with subcontractors, program specific data
is recorded and submitted in accordance with Department of Elder Affairs Client Information
Registration and Tracking System (CIRTS) Policy Guidelines.
5. To provide an independent financial and compliance audit to the agency as specified in ATTACHMENT
m and to ensure all related party transactions are disclosed to the auditor.
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6. To include these aforementioned audit and record keeping requirements, including ATTACHMENT ill,
in all subcontracts and assignments.
7. The contractor agrees to provide client information and statistical data when requested by the agency.
8. To provide to the agency all fiscal information regarding services contracted to subcontractors pursuant
to this contract using an application provided by the agency.
XIV. Retention of Records:
I. The contractor shall retain all client records, financial records, supporting documents, statistical records,
and any other documents (including electronic storage media) pertinent to each agreement and/or
contract covered under this contract for a period of at least five (5) years after termination of the
agreement(s), or if an audit has been initiated and audit findings have not been resolved at the end of
five (5) years, the records shall be retained at least until resolution of the audit findings. These records
may be subject to additional retention requirements set by law.
2. Persons duly authorized by the agency, department, and federal auditors, pursuant to Title 45 CFR, Part
92.42(e)(I) and (2), shall have full access to and the right to examine or duplicate any of said records
and documents during said retention period or as long as records are retained, whichever is later.
XV. ' hnitoring and Incident Reporting:
1. The contractor will be subject to an annual monitoring by the agency. The contractor will provide
progress reports, including data reporting requirements as specified by the agency to be used for
monitoring progress or performance of the contractual services as specified in the area plan and the
service provider application.
2. The contractor will be responsible for implementing all corrective actions from previous and current
monitoring reports in a timely manner. The contractor must assign a high priority to the resolution of
monitoring findings and recommendations to ensure corrective action(s) addressing programmatic, fiscal
and/or operational deficiencies are fully and timely implemented.
3. The contractor will be responsible for at least one monitoring per year of its subcontractors. The
contractor will perform fiscal, administrative and programmatic monitoring of subcontractors to ensure
contractual compliance, fiscal accountability, programmatic performance, and compliance with
applicable state and federal laws and regulations. A copy of the monitoring report will be submitted to
the agency within 60 days of completion of the monitoring.
4. The contractor shall permit persons duly authorized by the agency to inspect any records, papers,
documents, facilities, goods and services of the contractor and subcontractors which are relevant to
agreements and/or contracts incorporating this contract by reference and to interview any clients and
employees of the contractor and subcontractors to be assured of satisfactory performance of the terms
and conditions of these agreements and/or contracts. The contractor's failure to correct or justifY
deficiencies within a reasonable time as specified by the agency may result in the agency taking any of
the actions identified in Section XXIV. (Enforcement) of this contract or the agency deeming the
contractor's failure to be a breach of this contract.
5. Extraordinary Reporting:
The contractor shall notifY the contract manager for the agency immediately, but no later than within 24
hours, from the contractor's awareness or discovery of problems, delays or adverse conditions that may
materially affect or impair the subcontractor's ability to perform or meet contract requirements or affect
7
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the health, safety or well-being of clients. The notice shall include a brief summary of the problem(s), a
statement of the action taken or contemplated, time frames for implementation, and any assistance
needed to resolve the situation. Examples of Level One reportable conditions may include, but are not
limited to:
a. proposed client tenninations;
b. service quality or service delivery problems;
c. contract non-compliance; and/or
d. contractor or subcontractor financial concerns and/or difficulties.
The contractor must investigate allegations regarding falsification of client information, service records,
payment requests, and other related information. Substantiated allegations must be reported to the agency's
contract manager within 48 hours.
In the event that a situation results in the cessation of services by a subcontractor or vendor, the contractor
retains the responsibility for performance under agreements and/or contracts covered by this contract and
must follow their own procedures to ensure that clients continue receiving services without interruption, e.g.
exercising their emergency procurement procedures, temporary assumption of the direct provision of
services, etc.
All written reports required by this section shall be sent to the agency via registered mail to the applicable
contract manager unless otherwise advised.
XVI. Assignments and Subcontracts and/or Subagreements:
In the event the contractor utilizes subcontractors to provide services pursuant to this contract, such
subcontractors shall be subject to the conditions of this contract and the agreements and/or contracts
incorporating it by reference. This contract does not provide any rights to said subcontractors.
For every transaction, the contractor must determine if the subcontractor is a vendor rather than a
subcontractor, as defined in section 215.97, F. S., and this determination must be documented in writing.
When a vendor relationship is identified, an agreement and/or contract with all of the terms and conditions
set forth in this contract is not required. However, a written agreement and/or contract is required that
outlines the terms of the agreement and/or contract, the goods being purchased or services to be performed,
and conditions for procurement, receipt and payment for goods and services. Compliance for vendors is
usually limited to these tasks unless the contractor chooses to pass down program compliance to the vendor
in the written agreement. The contractor is ultimately responsible for assuring program compliance and
performance, and any applicable conditions of this contract and the agreements and/or contracts covered by
it.
Unless otherwise stated in the contract between the contractor and the subcontractor, payments made by the
contractor to the subcontractor must be made within seven (7) working days after receipt by the contractor of
full or partial payments from the agency in accordance with section 287.0585, F.S. Payments to vendors
contracted by the contractor/subcontractors shall be made in accordance with the terms as negotiated with
the vendor(s). Failure to pay within these time frames may result in the agency taking action as set forth in
Section XXIV. (Enforcement) of this contract.
XVII. j ,;,nding Obligations:
The agency acknowledges its obligation to pay the contractor for the performance of the contractor's duties
and responsibilities set forth in this contract and for the contractor's performance of other contracts and/or
agreements that incorporate this contract by reference.
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! 'f'
The agency shall not be liable to the contractor for costs incurred or performance rendered unless such costs
and performances are strictly in accordance with the terms of an agreement and/or contract executed
between the contractor and the agency that incorporates this contract by reference, including but not limited
to terms, governing the contractor's promised performance and unit rates and/or reimbursement capitations
specified.
The agency shall not be liable to the contractor for any expenditures which are not allowable costs as
defined in the C.F.R., Title 45, Parts 74 and 92, as amended, or which expenditures have not been made in
accordance with all applicable state and federal rules and laws.
The agency shall not be liable to the contractor for expenditures made in violation of applicable state and
federal laws, rules, or provisions of this contract.
XVIII. Return of Funds:
I. The contractor agrees to return to the agency any overpayments due to unearned funds or funds
disallowed pursuant to the terms of all agreements and/or contracts for which funds were disbursed to
the contractor by the agency.
a. The contractor shall return any overpayment to the agency within forty (40) calendar days after
either discovery by the contractor, or notification by the agency, of the overpayment.
b. In the event the contractor or its independent auditor discovers an overpayment has been made, the
contractor shall repay said overpayment within forty (40) calendar days without prior notification
from the agency. In the event the agency first discovers an overpayment has been made, the agency
will notify the contractor by letter of such a finding.
c. Overpayments to subcontractors due to unallowable or un-allocable expenses or to vendors or
subcontractors due to billing discrepancies must be returned to the contractor under the same terms
and conditions as this section. Information indicating subcontractors have been overpaid as a result
of over-budgeting on the unit cost methodology can be used by the contractor to negotiate lower
rates in subsequent years. Continuous overpayment to subcontractors due to over budgeting may
result in a demand for repayment to the contractor or the agency under the same terms and
conditions of this section. Repayment received by the contractor must be reported to the agency and
may be either re-allocated to other contractors or returned to the agency, at the agency's discretion.
d. Overpayments not returned to the agency in a timely manner will be subject to interest at the rate
established in section 55.Q3, F.S.
XIX. J)8!~ Integrity
Federal Grants Management requires that a contractor receiving state and federal funds must have a financial
management system, which is capable of providing accurate information for prescribed reporting
requirements. For the purposes of full disclosure of financial results for federally funded or state-sponsored
programs and for accountability, those reporting requirements may necessitate that the contractor make
particular calculations and submit specific data.
Accordingly, the contractor must, prior to execution of this contract, complete the Data Integrity
Certification form, ATIACHMENT IV.
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XX. Conflict of Interest:
The contractor will establish safeguards to prohibit employees, board members, management and
subcontractors from using their positions for a purpose that constitutes or presents the appearance of
personal or organizational conflict of interest or personal gain. No employee, officer or agent of the
contractor or subcontractor shall participate in selection, or in the award or administration of an agreement
supported by State or Federal funds if a conflict of interest, real or apparent, would be involved. Such a
conflict would arise when: (a) the employee, officer or agent; (b) any member ofhis/her immediate family;
(c) his or her partner, or; (d) an organization which employs, or is about to employ, any of the above, has a
financial or other interest in the firm selected for award. The contractor or subcontractor's officers,
employees or agents will neither solicit nor accept gratuities, favors or anything of monetary value from
contractors, potential contractors, or parties to subagreements and/or subcontracts. The contractor's board
members and management must disclose to the agency any relationship which may be, or may be perceived
to be, a conflict of interest within thirty (30) days of an individual's original appointment or placement in
that position, or if the individual is serving as an incumbent, within thirty (30) days of the commencement of
this contract. The contractor's employees and subcontractors must make the same disclosures described
above to the contractor's board of directors. Compliance with this provision will be monitored.
XXI. CONTINGENCY PLAN:
In its service provider application, the contractor shall provide to the agency a contingency plan, updated
annually. The contingency plan shall set forth procedures to ensure services to clients will not be interrupted
or suspended in the event the contractor or its subcontractors are unable to perform its duties under this
contract or any agreement and/or contract incorporating this contract. The determination as to whether the
contractor is unable to perform its duties, thereby necessitating utilization of the contingency plan, shall be
made at the sole discretion of the agency.
XXII. Payment:
Pursuant to section 215.422, F.S., the agency shall make payment within 40 days, measured from the latter
of the date the Request for Payment is received or the goods or services are received, inspected and
approved. Requests for Payment returned to a vendor or a contractor due to preparation errors will result in a
payment delay. Invoice payment requirements do not start until a properly completed invoice is provided to
the agency.
xxm. Vendor Ombudsman:
Contractors who may be experiencing problems in obtaining timely payment(s) from the agency may
contact the Vendor Ombudsman within the Department of Banking and Finance. Subcontractors and
vendors experiencing problems obtaining timely payment(s) from contractors may contact the agency's
contract manager at (239) 332-4233.
XXN. Enforcement
I. The agency may, without taking any intermediate measures available to it against the contractor, rescind
the contractor's designation as a lead agency, if the agency finds that:
a. an intentional or negligent act of the contractor has materially affected the health, welfare, or safety
of clients served pursuant to this contract, or substantially and negatively affected the operation of
services covered under this contract;
b. the contractor lacks financial stability sufficient to meet contractual obligations or that contractual
funds have been misappropriated;
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c. the contractor has committed multiple or repeated violations of legal and regulatory standards,
regardless of whether such laws or regulations are enforced by the agency, or the contractor has
committed or repeated violations of agency standards;
d. the contractor has failed to continue the provision or expansion of services after the declaration of a
state of emergency; and/or
e. the contractor has failed to adhere to the terms of this contract or the terms of any agreements and/or
contracts covered by this contract and incorporating it by reference.
2. In the alternative, the agency may, at its sole discretion, in accordance with section 430.04, F.S., take
intermediate measures against the contractor, including: corrective action, unannounced special
monitoring, temporary assumption of the operation of one or more contractual services, placement of the
contractor on probationary status, imposing a moratorium on contractor action, imposing financial
penalties for nonperformance, or other administrative action pursuant to Chapter 120, F.S.
3. In making any determination under this provision the agency may rely upon the findings of another state
or federal agency, or other regulatory body. Any claim for damages for breach of this contract is exempt
from administrative proceedings and shall be brought before the appropriate entity in the venue of Lee
County. In the event the agency initiates action to rescind a lead agency's designation, the agency shall
follow the procedures set forth in 42 U.S.C. ~ 3025(b).
XXV. Termination
I. Termination for Convenience
This contract and any other agreements and/or contracts incorporating it by reference may be terminated
by either party upon no less than sixty (60) calendar days notice, without cause, unless a lesser time is
mutually agreed upon by both parties, in writing. Said notice shaH be delivered by certified mail, return
receipt requested, or in person with proof of delivery. In the ,event the contractor terminates an
agreement at will, the contractor agrees to submit, at the time it serves notice of the intent to terminate, a
plan which identifies procedures to ensure services for clients pursuant to this contract or any
subcontract will not be interrupted or suspended by the termination. In the event that a contract between
the contractor and a subcontractor is terminated, the contractor shall require the subcontractor to submit
to the contractor and the agency, a similar plan ensuring services to clients will not be interrupted or
suspended by the termination.
2. Termination Because of Lack of Funds
In the event funds to fmance any agreements and/or contracts under this contract become unavailable,
the agency may terminate the affected agreements and/or contracts upon no less than twenty-four (24)
hours notice in writing to the contractor. Said notice shall be delivered by certified mail, return receipt
requested, or in person with proof of delivery. The agency shall be the final authority as to the
availability of funds.
3. Termination for Breach
Unless the breach is waived by the agency in writing, or the contractor fails to cure the breach within the
time specified by the agency, the agency may, by written notice to the contractor, terminate any and all
of the agreements and/or contracts incorporating this contract by reference upon no less than twenty-four
(24) hours notice. Said notice shall be delivered by certified mail, return receipt requested, or in person
with proof of delivery. If applicable, the agency may employ the default provisions in section 60A-
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1.006(3), F.A.C. Waiver of breach of any provisions of anyone agreement and/or contract covered by
this contract shall not be deemed to be a waiver of any other breach and shall not be construed to be a
modification of the terms of other agreements and/or contracts covered under this contract. The
provisions herein do not limit either parties' right to remedies at law or to damages of a legal or
equitable nature.
XXVI. Notice and Contact:
I. The name, address and telephone number of the agency for this contract is:
Leigh Wade-Schield, Executive Director
Area Agency on Aging for Southwest Florida, Inc.
2285 First Street
Fort Myers, Florida 33901
Phone: (239) 332-4233 Fax (239) 332-3596
2. The name, address and telephone number of the contractor for this contract is:
Marcy Krumbine, Director
Collier County Services for Seniors
330 I East Tamiami Trail
Naples, Florida 34112
(239) 774-8154 Fax (239)774-3430
3. The name of the contact person, street address and telephone number where financial and administrative
records are maintained:
Marcy Krumbine, Director
Collier County Services for Seniors
3301 East Tamiami Trail
Naples, Florida 34112
(239) 774-8154 Fax (239) 774-3430
XXVII. Renegotiation or Modification:
I. Modifications of provisions of this contract and of any and all agreements and/or contracts incorporating
this contract by reference shall only be valid when they have been reduced to writing and duly signed by
both parties. The parties agree to renegotiate this contract and any affected agreements and/or contracts
if revisions of any applicable laws or regulations make changes in this contract necessary.
2. The rate of payment and the total dollar amount may be adjusted retroactively for any agreements and/or
contracts incorporating this contract by reference only when these have been established through the
appropriations process. The State of Florida's performance and obligation to pay under this contract is
contingent upon an annual appropriation by the Legislature.
XXVill. Special Pro.visions:
The Contractor agrees to the following provisions:
A. Property & Equipment
I. Equipment means: (a) an article of nonexpendable, tangible personal property having a useful life of
more than one year and an acquisition cost which equals or exceeds the lesser of (a) the
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capitalization level established by the organization for the financial statement purposes or (b);
nonexpendable, tangible personal property of a nonconsumable nature with an acquisition cost of
$1000 or more per unit, and expected useful life of at least one year; and hardback bound books not
circulated to students or the general public, with a value or cost of $250 or more [for state funds].
2. Contractors and sub-contractors who are Institutions of Higher Education, Hospitals, and Other
Non-Profit Organizations shall have written property management standards in compliance with
Part 215 ( formerly OMB Circular A-I 10) that include: (a) a property list with all the elements
identified in the circular; and, (b) a procedure for conducting a physical inventory of equipment at
least once every two years. The property records must be maintained on file and shall be provided to
the agency upon request.
3. The contractor's property management standards for equipment acquired with Federal funds and
federally-owned equipment shall include accurately maintained equipment records with the
following information.:
(i) A description of the equipment.
(ii) Manufacturer's serial number, model number, Federal stock number, national stock number, or
other identification number.
(iii) Source of the equipment, including the award number.
(iv) Whether title vests in the contractor or the Federal Government.
(v) Acquisition date (or date received, if the equipment was furnished by the Federal Government)
and cost.
(vi) Information from which one can calculate the percentage of Federal participation in the cost of
the equipment (not applicable to equipment furnished by the Federal Govemment).
(vii) Location and condition of the equipment and the date the information was reported.
(viii) Unit acquisition cost.
(ix) Ultimate disposition data, including date of disposal and sales price or the method used to
detennine current fair market value where a contractor compensates the Federal awarding
agency for its share.
4. Equipment purchased with federal funds with an acquisition cost over $5,000 and equipment
purchased with state funds with an acquisition cost over $1,000 that is specifically identified in the
service provider application approved by the agency is part of the cost of carrying out the activities
and functions of the grant awards and Title (ownership) will vest in the contractor. Equipment
purchased under these thresholds is considered supplies and is not subject to property standards.
Equipment purchased with funds identified in the budget attachments to agreements covered by this
contract, or identified in the subcontracts with subcontractors (not included in a cost methodology),
is subject to the conditions of section 273, F.8.
5. Real property means land (including land improvements), buildings, structures and appurtenances
thereto, but excludes movable machinery and equipment. Real property may not be purchased with
state funds through agreements covered under this contract without the prior approval of the agency.
Real property purchases from state funds can only be made through a fixed capital outlay grants and
aids appropriation and therefore are subject to the provisions of section 216.348, F.S.
6. Any permanent storage devices (e.g.: hard drives, removable storage media) must be reformatted
and tested prior to disposal to ensure no confidential information remains.
7. Information Technology Resources
The contractor must adhere to the agency's procedures and standards when purchasing Information
Technology Resources (ITR) as part of any agreements and/or subcontracts incorporating this
contract by reference. An ITR worksheet is required for any computer related item costing
$1,000.00 or more, including data processing hardware, software, services, supplies, maintenance,
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training, personnel and facilities. The completed ITR worksheet shall be maintained in the LAN
administrator's file and must be provided to the agency upon request. The contractor has the
responsibility to require any subcontractors to comply with the agency's ITR procedures.
B. Copyright Clause
The contractor may copyright any work that is subject to copyright and was developed, or for which
ownership was purchased, under any agreement(s) incorporating this contract by reference. The agency
reserves a royalty-free, nonexclusive and irrevocable right to reproduce, publish, or otherwise use the
work for state and federal purposes, and to authorize others to do so. Other rights of the agency and
contractor are described in section 286.021, F.S.
C. Investigation of Criminal Allegations
Any report that implies criminal intent on the part of the contractor or any subcontractor and referred to
a governmental or investigatory agency must be sent to the agency. If the contractor has reason to
believe that the allegations will be referred to the State Attorney, a law enforcement agency, the United
States Attorney's Office, or other governmental agency, the contractor shall notifY the agency
immediately and the agency will notifY the Inspector General at the Department of Elder Affairs
immediately. A copy of all documents, reports, notes or other written material concerning the
investigation, whether in the possession of the contractor or subcontractor, must be sent to the agency
and the department's Inspector General with a summary of the investigation and allegations.
D. Disaster
In preparation for the threat of an emergency event as defined in the State of Florida Comprehensive
Emergency Management Plan, the agency may exercise authority over a lead agency or subcontractor to
implement preparedness activities to improve the safety of the elderly in the threatened area and to
secure lead agency and service provider facilities to minimize the potential impact of the event. These
actions will be within the existing roles and responsibilities of the area agency and its subcontractor.
In the event the President of the United States or Governor of the State of Florida declares a disaster or
state of emergency, the agency may exercise authority over a lead agency or subcontractor to implement
emergency relief measures and/or activities.
In either of these cases, only the Emergency Coordinating Officer, the Executive Director or his/her
designee of the agency shall have such authority to order the implementation of such measures. All
actions directed by the agency under this section shall be for the purpose of ensuring the health, safety
and welfare of the elderly in the potential or actual disaster area.
E. Volunteers
The contractor will promote the use of volunteers as prescribed in section 430.07, F.S. In addition, the
contractor will increase the use of volunteers in each county by providing training, technical assistance
and funding, where possible, to support volunteer efforts of their service subcontractors.
F. Management Information Systems
For all program agreements and/or contracts incorporating this contract by reference for which
collection of client data in electronic format (CIRTS, for example) is required:
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I. The contractor will ensure the collection and maintenance of client and service information on a
monthly basis from the Client Information Registration and Tracking System (CIRTS) or any such
system designated by the agency. Maintenance includes valid exports and backups of all data and
systems according to agency standards.
2. The contractor will require subcontractors to enter all required data per the department's CIRTS
Policy Guidelines for clients and services in the CIRTS database. The data must be entered into the
CIRTS before the subcontractors submit their request for payment and expenditure reports to the
contractor. The contractor shall establish time frames to assure compliance with due dates for the
requests for payment and expenditure reports to the agency.
3. The agency will require subcontractors to run monthly CIRTS reports and verify client and service
data in the CIRTS is accurate. This report must be submitted to the contractor with the monthly
request for payment and expenditure report and must be reviewed by the agency before the
contractor's request for payment and expenditure reports can be approved by the agency.
4. Failure to ensure the collection and maintenance of the CIRTS data may result in the agency
enacting the "Enforcement" clause of this contract (see Section XXIV), including delaying or
withholding payment until the problem is corrected.
5. Computer System Backup and Recovery
Each contractor and subcontractor, among other requirements, must anticipate and prepare for the
loss of information processing capabilities. The routine backing up of all data and software is
required to recover from losses or outages of the computer system. Data and software essential to
the continued operation of contractor functions must be backed up. The security controls over the
backup resources shall be as stringent as the protection required of the primary resources. It is
recommended that a copy of the backed up data be stored in a secure, offsite location. The
contractor shall maintain written policies and procedures for computer system backup and recovery
and shall have the same requirement in its contracts and/or agreements with subcontractors. These
policies and procedures shall be made available to the agency upon request.
G. Consumer Outcomes
I. The contractor will develop client outcome measures consistent with those developed by the agency.
2. The agency and the contractor will be responsible for achieving targets set by the legislature for
performance based program budgeting and will incorporate said targets into sub-agreements and/or
subcontracts as necessary.
H. Use of Service Dollars! Wait List Management:
The contractor is expected to spend all federal state and other funds provided by the agency, for the
purpose specified in each contract. The contractor must manage the service dollars in such a manner so
as to avoid having a wait list and a surplus of funds at the end of the year, for each program managed by
the contractor. If the agency determines that the contractor is not spending service dollars accordingly,
the agency may transfer funds to other lead agencies/contractors during the year and/ or adjust
subsequent funding allocations accordingly, as allowable under state and federal law.
1. Surplus/Deficit Report:
The contractor will submit a consolidated surplus/deficit report in a format provided by the agency to the
agency's contract manager by the 18th of each month. This report is for all agreements and/or contracts
between the lead agency and the agency. The report will include the following:
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Master Co act 2031v1007
I. a list of all subcontractors and their current status regarding surplus or deficit;
2. the contractor's detailed plan on how the surplus or deficit spending exceeding the threshold
specified by the agency will be resolved;
3. recommendations to transfer funds to resolve surplus/deficit spending;
4. number of clients currently on Assessed Prioritized Consumer List (APCL) that receive a priority
ranking score of 4 or 5; and
5. number of clients currently on the APCL designated as Imminent Risk.
IN WITNESS THEREOF, the parties hereto have caused this 30 page contract to be executed by their undersigned
officials as duly authorized.
';. 'r
,"- "
ATTEST: ," ",. _'
DWIGHT E. ~R:OCK, Cler~
,,\,"1 ':,'1 "
:'~ . ~:
i ...:~
,
COLLIER COUNTY HUMAN SERVICES
BY:
BOARD OF CO
COLLIER CO
Deputy Clerk'. . as- 'to ""'. f-
f J" - "flu . u.an S
S Q^ ure on).
Approved as to form and
legal sufficiency
Ro~~~
Assistant County Attorney
By:
JAME
Date: December 31. 2006
AREA AGENCY ON AGING FOR SOUTHWEST
FLORIDA, INC.
WITNESS:
[Print Name]
By:
JOHN KOEHLER, Board President
Date: December 31. 2006
[Print Name]
FEDERAL ill NUMBER: 59-6000558
(Revised October 2006)
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ATTACHMENT I
CERTIFICATION REGARDING LOBBYING
CERTIFICATION FOR CONTRACTS, GRANTS, LOANS AND
AGREEMENTS
The undersigned certifies, to the best of his or her knowledge and belief, that:
(1) No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person
for influencing or attempting to influence an officer or employee of any state or federal agency, a member of
congress, an officer or employee of congress, an employee of a member of congress, or an officer or employee
of the state legislator, in connection with the awarding of any federal grant, the making of any federal loan, the
entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or
modification of any federal contract, grant, loan, or cooperative agreement.
(2) If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or
attempting to influence an officer or employee of any agency, a member of congress, an officer or employee of
congress, or an employee of a member of congress in connection with this federal contract, grant, loan, or
cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to
Report Lobbying," in accordance with its instructions.
(3) The undersigned shall require that the language of this certification be included in the award documents for all
sub-awards at all tiers (including subcontracts, sub-grants, and contracts under grants, loans and cooperative
agreements) and that all sub-contractors shall certify and disclose accordingly.
This certification is a material representation of fact upon which reliance was placed when this transaction was made
or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed
by section 1352, Title , U.s. C e. y per on who fails to file the required certification shall be subject to a civil
penalty of not less $10,0 an than $100,000 for each such failure.
Signature
12/31/06
Date
James Coletta. Chairman
Name of Authorized Individual
203.MI07
Application or Agreement Number
Collier County Housing and Human Services
Name and Address of Organization
Approved as to form and
l'~
Ro ertN. ~ ~
Assistant County Attorney
17
A~, <:rr,;,," CC',
II~'~.M'. _ ~'~
DWIGHTE. BRC,CK, CLERK
~,'" ",\]:'1" ,;'
, .~.,.
:.' .~
~; '", B.~ptl erK:'
:,Att.st 4S to CIIa'run
{{Ilnalure on h
DOEA Form 103
(Revised Noy 2002)
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2007 GR
Master Contract 203.M007
ATTACHMENT II
INSTRUCTIONS
CERTIFICATION REGARDING
DEBARMENT, SUSPENSION, INELIGmILITY
AND VOLUNTARY EXCLUSION AGREEMENTS/SUBAGREEMENTS
1. Each contractor of federal financial and non-financial assistance that equals or exceeds $100,000 in federal
monies must sign this debarment certification prior to agreement execution. Independent auditors who audit
federal programs regardless of the dollar amount are required to sign a debarment certification form. Neither the
Area Agency on Aging for Southwest Florida, Inc. nor its agreement contractors can contract with
subcontractors if they are debarred or suspended by the federal government.
2. This certification is a material representation of fact upon which reliance is placed when this contract is entered
into. If it is later determined that the signed knowingly rendered an erroneous certification, the Federal
Government may pursue available remedies, including suspension and/or debarment.
3. The contractor shall provide immediate written notice to the grant manager at any time the contractor leams that
its certification was erroneous when submitted or has become erroneous by reason of changed circumstances.
4. The terms "debarred," "suspended," "ineligible," "person," "principal," and "voluntarily excluded," as used in
this certification, have the meanings set out in the Definitions and Coverage sections of rules implementing
Executive Order 12549 and 45 CFR (Code of Federal Regulations), Part 76. You may contact the grant manager
for assistance in obtaining a copy of those regulations.
5. The contractor further agrees by submitting this certification that, it shall not knowingly enter into any
subagreement with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from
participation in this contract unless authorized by the Federal Government.
6. '] he contractor further agrees by submitting this certification that it will require each subcontractor of
agreements and/or contracts referencing this contract whose payment will equal or exceed $100,000 in federal
monies, to submit a signed copy of this certification with each subagreement.
7. The Area Agency on Aging for Southwest Florida, Inc. may rely upon a certification by a
contractor/subcontractor entity that it is not debarred, suspended, ineligible, or voluntarily excluded from
contracting/subcontracting unless the department knows that the certification is erroneous.
8. The contractor may rely upon a certification by a subcontractor entity that it is not debarred, suspended,
ineligible, or voluntarily excluded from contracting/subcontracting unless the contractor knows that the cer
tification is erroneous.
9. The signed certifications of all subcontractors shall be kept on file with contractor.
DOEAFORM 1l2A
(Revised February 2004)
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Master Contract 203.M007
CERTIFICATION REGARDING
DEBARMENT, SUSPENSION, INELIGmILITY
AND VOLUNTARY EXCLUSION AGREEMENTS/SUBAGREEMENTS
This certification is required by the regulation implementing Executive Order 12549, Debarment and Suspension,
signed February 18, 1986. The guidelines were published in the May 29, 1987 Federal Register (52 Fed. Reg., pages
20360-20369).
(I) The prospective contractor certifies, by signing this certification, that neither he nor his principals is presently
debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in
contracting with the Area Agency on Aging for Southwest Florida, Inc. by any federal department or agency.
(2) Where the prospective contractor is unable to certifY to any of the statements in this certification, such
prospective contractor shall attach an explanation to this certification.
Signature
Date
Name and Title of Authorized Individual
(Print or type)
Name of Organization
DOEA ruRM 1128
(Revised April 2001)
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Master Contract 203.M007
ATTACHMENT III
Audit Attachment
The administration of funds awarded by the agency to the contractor, and the sub-contractor through contracts with
the contractor, may be subject to audits and/or monitoring by the agency and other authorized state personnel or
federal personnel as described in this section.
Monitoring
In addition to reviews of audits conducted in accordance with OMB Circular A-133 and section 215.97, F.S., as
revised (see "AUDITS" below), monitoring procedures may include, but not be limited to, on-site visits by agency
staff, limited scope audits as defined by OMB Circular A-133, as revised, and/or other procedures. By entering into
this contract, the contractor agrees to comply and cooperate with any monitoring procedures/processes deemed
appropriate by the agency. In the event the agency determines that a limited scope audit of the contractor is
appropriate, the contractor agrees to comply with any additional instructions provided by the agency to the
contractor regarding such audit. The contractor further agrees to comply and cooperate with any inspections,
reviews, investigations, or audits deemed necessary by the Chief Financial Officer, Department of Financial
Services, Auditor General or federal personnel.
OTHER REQUIREMENTS
If the contractor is a non-profit organization, the Oath of Not for Profit Status form (EXHIBIT 2 of this attachment)
must be completed and returned to the agency with the signed contract.
Andlts
PART I: FEDERALLY FUNDED
This part is applicable if the contractor or subcontractor is a State or local government or a non-profit organization as
defined in OMB Circular A-133, as revised.
1. In the event that the contractor or subcontractor expends $500,000 or more in Federal awards in its fiscal year,
the contractor or subcontractor must have a single or program-specific audit conducted in accordance with the
provisions of OMB Circular A-133, as revised. Federal funds awarded through the agency by this contract, if
any, are indicated in section II. A. of the agreement(s) and/or contract(s) covered by this contract. In
determining the Federal awards expended in its fiscal year, the contractor or subcontractor shall consider all
sources of Federal awards, including Federal funds received from or passed through the agency. The
detennination of amounts of Federal awards expended should be in accordance with the guidelines established
by OMB Circular A-133, as revised. An audit of the contractor or subcontractor conducted by the Auditor
General in accordance with the provisions OMB Circular A-133, as revised, will meet the requirements of this
part.
2. In connection with the audit requirements addressed in Part I, paragraph I., the contractor or subcontractor shall
fulfill the requirements relative to auditee responsibilities as provided in Subpart C of OMB Circular A-133, as
revis\.-d.
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Master Contract 203.M007
3. If the contractor or subcontractor expends less than $500,000 in Federal awards in its fiscal year, an audit
conducted in accordance with the provisions ofOMB Circular A-133, as revised, is not required. In the
event that the contractor expends less than $500,000 in Federal awards in its fiscal year and elects to have an
audit conducted in accordance with the provisions ofOMB Circular A-133, as revised, the cost of the audit
must be paid from non-Federal funds (i.e., the cost of such an audit must be paid from contractor resources
obtained from other than Federal entities).
4. Information regarding audit requirements contained in OMB Circular A-133 and section 215.97, F.S.,
can be obtained from the following web-sites:
htto:/ /www.whitehouse.gov/omb/circulars/
and:
htto:/ /www.leg.state.fl.us/
PART II: STATE FUNDED
This part is applicable if the contractor is a non-state entity as defined by section 215.97, F.S..
1. In the event that the contractor expends a total amount of State awards (i.e., State financial assistance
provided to the contractor to carry out a State project) equal to or in excess of $500,000 in any fiscal year of
such contractor, the contractor must have a State single or project-specific audit for such fiscal year in
accordance with section 215.97, F.S.; applicable rules of the Executive Office of the Governor and the Chief
Financial Officer, Department of Financial Services, and Chapter 10.600, Rules of the Auditor General. State
grants and aids amounts awarded through the agency by this contract are indicated in section II. A. of the
agreement(s) and/or contracts of which this contract is an attachment. In determining the State awards
expended in its fiscal year, the contractor shall consider all sources of State awards, including State funds
received from the agency, other state agencies, and other nonstate entities except that State awards received
by a non-state entity for Federal program matching requirements shall be excluded from consideration.
2. In connection with the audit requirements addressed in Part II, paragraph 2, the contractor shall ensure that the
audit complies with the requirements of section 215.97, F.S.. This includes submission of a reporting
package as defined by section 215.97, F.S., and Chapter 10.550 (local governmental entities) or 10.650
(nonprofit and for-profit organizations) Rules of the Auditor General, to include an auditor's examination
attestation report, management assertion report (alternatively, management's assertion may be included in the
management representation letter), and a schedule of State financial assistance.
3. The auditor's examination attestation report must indicate whether management's assertion as to compliance
with the following requirements is fairly stated, in all material respects: activities allowed or unallowed;
allowable costs/cost principles; matching (if applicable), and; reporting.
4. If the contractor expends less than $500,000 in State awards in its fiscal year, an audit conducted in
accordance with the provisions of section 215.97, F.S., is not required. In the event that the contractor
expends less than $500,000 in State awards in its fiscal year and elects to have an audit conducted in
accordance with the provisions of section 215.97, F.S., the cost of the audit must be paid from non-State
funds (i.e., the cost of such an audit must be paid from the contractor's resources obtained from other than
State entities).
PART ill: REPORT SUBMISSION
1. Copies of reporting packages for audits conducted in accordance with OMB Circular A-133, as revised, and
required by PART I of this attachment shall be submitted, when required by section .320 (d), OMB Circular
21
2007 GR
61 '"
Master cltractqo~007 '
A-133, as revised, by or on behalf of the contractor directly to each of the following within 45 days of receipt
of the report but no later than nine (9) months of contractor's fiscal year end:
A. The Area Agency on Aging for Southwest Florida, Inc. at the following address:
Area Agency on Aging for Southwest Florida, Inc.
Attn: Leigh Schield, Execntive Director
2285 First Street
Fort Myers, Florida 33901
Phone: (239) 332-4233 Fax (239) 332-3596
B. The Federal Audit Clearinghouse designated in OMB Circular A-133, as revised (the number of copies
required by sections .320 (d)(I) and (2), OMB Circular A-B3, as revised, should be submitted to the
Federal Audit Clearinghouse), at the following address:
Federal Audit Clearinghonse
Bnreau of the Census
1201 East 10th Street
Jeffersonville, IN 47132
C. Other Federal agencies and pass-through entities in accordance with sections .320 (e) and (f), OMB
Circular A-133, as revised.
2. The contractor shall submit a copy of the reporting package described in section .320 (c), OMB Circular A-
133, as revised, and any management letters issued by the auditor, to the agency at the following address
within 45 days of receipt of the report but no later nine (9) months of contractor's fiscal year end:
Area Agency on Aging for Southwest Florida, Inc.
Attn: Leigh Schield, Execntive Director
2285 First Street
Fort Myers, Florida 33901
Phone: (239) 332-4233 Fax (239) 332-3596
3. Copies of audits and reporting packages required by PART II of this attachment shall be submitted by or on
behalf of the contractor directly to each of the following within 45 days of receipt of the report but no later
than nine (9) months of contractor's fiscal year end:
A. The Area Agency on Aging for Southwest Florida, Inc. at the following address:
Area Agency on Aging for Southwest Florida, Inc.
Attn: Leigh Schield, Executive Director
2285 First Street
Fort Myers, Florida 33901
Phone: (239) 332-4233 Fax (239) 332-3596
H. The Auditor General's Office at the following address:
State of Florida Anditor General
Room 574, Claude Pepper Building
111 West Madison Street
Tallahassee, Florida 32302-1450
22
2007 GR
16 D 2 1
Master Contract 203.M007
4. Any reports, management letters, or other information required to be submitted to the agency pursuant to this
attachment shall be submitted timely in accordance with OMB Circular A-133, section 215.97 F.S., and
Chapters 10.550 (local governmental entities) or 10.650 (nonprofit and for-profit organizations), Rules of the
Auditor General, as applicable and should indicate the date that the reporting package was delivered to the
contractor in correspondence accompanying the package.
5. Contractors, when submitting the financial reporting packages to the agency, should indicate the date that the
audit report was delivered to the contractor in correspondence accompanying the audit report.
PART IV: RECORD RETENTION
The contractor shall retain sufficient records demonstrating its compliance with the terms ofthis attachment for a
minimum period of five (5) years from the date the audit report is issued or longer if requested by the agency in
writing, and shall allow the agency or its authorized designee, and the Chief Financial Officer, Department of
Financial Services or Auditor General access to such records upon request. The contractor shall ensure that audit
working papers are made available to the agency or its designee, and the Chief Financial Officer, Department of
Financial Services or Auditor General upon request, for a minimum period of five (5) years from the date the
audit report is issued, or may need to be longer if requested in writing by the agency.
PART V: SPECIFIC REQUIREMENTS OF AGENCY ADMINISTERED PROGRAMS
1. The agency requires a supplemental schedule of functional expenses be prepared in a format provided by the
agency, which presents costs by service (as defmed by the agency), including units of service delivered, for
cuntractors or subcontractors expending state or federal awards for services performed by their employees,
contractors, and other payees who receive payment from agency-administered funds for units of service
recorded in the department's Client Registration and Tracking System (CIRTS). This supplemental schedule
shall be prepared using the same methodology as used in determining the contractual rates. Government
entities are excluded from this requirement.
2. If an audit is not required or performed, the head of the contractor entity or organization must provide a
written attestation, under penalty of peIjury, that the contractor has complied with the allowable cost
provisions (congruent with the Reference Guide for State Expenditures and Cost Principles 225 (A-87) and
230 (A-122, and Federal Acquisition Regulation 31.2, whichever is applicable). EXHIBIT I to this
attachment provides an example attestation document that should be used by the agency head or authorized
signatory for contracts to attest to compliance with these provisions.
3. Interest earned on federal funds or general revenue funds must be returned to the agency. A chart is included
in all contracts identifying the funding source(s), program titles, applicable CFDA or CSFA numbers and the
amount of funds granted.
4. Specific requirements for match, co-payments, and program income applicable to programs administered by
the agency are outlined in the following applicability chart. Brief definitions of terms used in the chart are
included.
(Revised February 2004)
23
16 D2 ;1
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16D2 ';~
2007 GR
Master Contract 203.M007
APPLICABILITY CHART DEFINITIONS
AAA. Area Agency on Aging
Program Income. Program income means gross income earned by a contractor from activities which are
supported by a grant; i.e., when at least some of the cost of the activity is a direct cost of the grant or indirect cost
which helps match requirements of the grant. Program income includes contributions for meals or other
supportive services, proceeds from the sale of tangible personal property purchased for the program, fees for the
usage or rental of such property, and patent or copyright royalties for materials developed through the program.
Revenue generated from a particular activity of the contractor/sub-contractor for which Agency funds were used
to cover at least half the cost is considered program income. Note: Money donated (cash donation) without
earmark to the project by the donor should not be declared in an audit to be "program income"
Cash Donations. Cash donations are money donated without earmark to the project by the donor. These
donations, when used as match, cannot be earmarked for any specific expenditure but are to be budgeted
normally. Cash donations are not program income.
Match. When general revenue funded agreements require match, it may be either by cash, certified public
expenditure, or third-party in-kind. The non-federal share used to match OM funds may be cash, certified public
expenditure, or third-party in-kind.
Co-payments. Fees assessed and collected according to a sliding scale based on the client's income for CCE and
ADI services.
In-kind Resonrces. In-kind resources must be identified in project records, necessary to project's achievement,
reasonable and in proportion to time used for project, claimed after use in the project and, not included as
contributions for other programs unless specifically allowed.
In-kind contributions represent a value placed on noncash contributions provided to the contractor of an
agreement. In-kind contributions may consist of actual charges for real property and equipment, and the value of
goods and services that directly benefit and are identified with project activities. This may include staff time
contributed by state and local agencies not otherwise matched or supported by federal funds.
25
16 D 2"1
2007 GR
Master Contract 203.M007
ATTACHMENT III
EXHIBIT - 1
MANAGEMENT ATTESTATION LETTER
(To be completed at the end of contractor or sub-contractor's fiscal year)
Contract or Agreement Number:
I, . hereby attest under penalty of peIjury
(contractor's authorized representative)
that . based on the criteria
(contractor agency name)
set forth in the department's Audit Attachment, PARTS I and II, that:
A. The above named contractor agency is not required to provide an audit report or reporting package because
[check applicable statement(s)]:
D
D
the above-named entity has not expended $500,000 or more in total federal awards in its fiscal year and
therefore is not required to have a single or program-specific audit performed in accordance in OMB
Circular A-133, as revised, and/or;
the above-named entity has not expended a total amount equal to or in excess of $500,000 in state
awards in its fiscal year and therefore is not required to have a State single or program-specific audit in
accordance with section 215.97, Florida Statutes.
B. The contractor has complied with the allowable cost provisions [congruent with State and Federal law,
generally accepted accounting principles, the Department of Financial Services' Reference Guide for State
Expenditures, and Office of Management and Budget (OMB) Cost Principles 225 (A-87) and 230 (A-122),
Federal Acquisition Regulation 31.2 and Part 215 (fonnerly OMB Circular A-II 0), whichever is applicable].
By making this statement the contractor has considered not only funding or awards from the department, but
all sources of Federal and State funding or awards.
Fiscal year ended
(Month, day, year)
(Signature)
(Title)
(Date)
26
IbLl2 ! ~
2007 GR
Master Contract 203.M007
ATTACHMENT ill
Exhibit - 2
Oath of Not for Profit Status
Contract or Agreement Number:
As an authorized representative for the Contractor identified herein, and in the above referenced document(s), I do
hereby swear under oath that this entity is currently a "not for profit" (non-profit) organization as defined in
section 501(c)(3) of the Internal Revenue Code. If this non-profit status changes for any reason during the life of
the above referenced contract or agreement, the Area Agency on Aging for Southwest Florida, Inc. will be
notified in writing immediately.
Name of Contractor entity
Signature of Authorized Representative
Printed name and Title of Authorized Representative
Date of Oath
(Revised February 2004)
27
1,r "2
. b JJ
1
200 I GR
Master Contract 203.M007
ATTACHMENT IV
CERTIFICATION REGARDING DATA INTEGRITY COMPLIANCE
FOR AGREEMENTS, GRANTS, LOANS AND
COOPERATIVE AGREEMENTS
The undersigned, an authorized representative of the contractor named in the contract or agreement to which this
form is an attachment, hereby certifies that:
(I) The contractor and any sub-contractors of services under this contract have financial management systems
capable of providing certain information, including: (I) accurate, current, and complete disclosure of the
financial results of each grant-funded project or program in accordance with the prescribed reporting
requirements; (2) the source and application of funds for all contract supported activities; and (3) the
comparison of outlays with budgeted amounts for each award. The inability to process information in
accordance with these requirements could result in a return of grant funds that have not been accounted for
properly.
(2) Management Information Systems used by the contractor, sub-contractor(s), or any outside entity on which
the contractor is dependent for data that is to be reported, transmitted or calculated, have been assessed and
verified to be capable of processing data accurately, including year-date dependent data. For those systems
identified to be non-compliant, contractor(s) will take immediate action to assure data integrity.
(3) If this contract includes the provision of hardware, software, firmware, microcode or imbedded chip
technology, the undersigned warrants that these products are capable of processing year-date dependent data
accurately. All versions of these products offered by the contractor (represented by the undersigned) and
purchased by the State will be verified for accuracy and integrity of data prior to transfer.
In the event of any decrease in functionality related to time and date related codes and internal subroutines
that impede the hardware or software programs from operating properly, the contractor agrees to immediately
make required corrections to restore hardware and software programs to the same level of functionality as
warranted herein, at no charge to the State, and without interruption to the ongoing business of the state, time
being of the essence.
(4) The contractor and any sub-contractor(s) of services under this contract warrant their policies and procedures
include a disaster plan to provide for service delivery to continue in case of an emergency including
emergencies arising from data integrity compliance issues.
The contractor shall require that the language of this certification be included in all subagreements, subgrants, and
other agreements and that all sub-contractors shall certity compliance accordingly.
This certification is a material representation of fact upon which reliance was placed when this transaction was
made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction
imposed by OMB Circular A-I02 and CFR Part 215 and Part 215 (formerly OMB . ular A- 0).
Collier County Services for Seniors
3301 Tamiami Trail E H/211
Naples, FL 34112
S ature
rmand,~
December 31. 2006
Date
ATTEST:: \, .
DWIGHT BROtt<. CLERK
" '~j,.~.
28
;;;Attest:ei~~~1 lrcan ,
~) 911~\ll'4ron I.~
lit, .' ~\~'}'
I. ~\" i'l't ,
2007 GR
1(-,~l2
Master Contract 203.M007
~
ATTACHMENT V
MINIMUM GUIDELINES FOR CONTRACTOR GRIEVANCE PROCEDURES
APPLICABLE TO ALL ADVERSE ACTIONS DEEMED TERMINATIONS, SUSPENSIONS, OR
REDUCTIONS IN SERVICE FOR MEDICAID WAIVER CLIENTS
Medicaid Waiver clients have the right to request a fair hearing from the Department of Children and Families
(DCAF) Office of Appeal Hearings in addition to or as an alternative to these procedures.
NOTICE TO THE MEDICAID WAIVER CLIENTS OF THE ADVERSE ACTION TO BE TAKEN AND
EXPLANA nON OF THE GRIEVANCE PROCEDURES FOR REVIEWING THAT DECISION
. The Medicaid Waiver client must be informed by the decision maker of the action, in writing, no less than 10
calendar" days prior to the date the adverse action will be taken.
(Prior notice is not applicable where the health or safety of the individual is endangered if action is not taken
immediately; however, notice must be made as soon thereafter as practicable.)
. Services cannot be reduced or terminated, nor any adverse action taken during the 10 day period.
. The Notice must contain:
a statement of what action is intended to be taken;
the reasons for the intended action;
an explanation of:
I) the individual's right to a grievance review if requested in writing and delivered within 10 calendar" days
of the Notice postmark (assistance in writing, submitting and delivering the request must be offered and
available to the individual);
2) in Medicaid Waiver actions, the individual's right to request a fair hearing from DCAF;
3) the individual's right, after a grievance review, for further appeal;
4) the right to seek redress through the courts if applicable;
a statement that current benefits will continue if a grievance review is requested, and will continue until a
[mal decision is made regarding the adverse action; and
a statement that the individual may represent himself/herself or use legal counsel, a relative, a friend, or
other qualified representative in the requested review proceedings.
. All records of the above activities must be preserved in the client's file.
GRIEVANCE REVIEW PROCEDURE UPON TIMELY RECEIPT OF A WRITTEN REOUEST FOR REVIEW
. Within 7 calendar" days of the receipt of a request for review, the provider must acknowledge receipt of the
request by a written statement delivered to the requester. This statement must also provide notice of:
the time and place scheduled for the review;
the designation of one or more impartial reviewers who have not been involved in the decision at issue;
the opportunity to examine, at a reasonable time before the review, the individual's own case record, and to a
copy of such case record at no cost to the individual;
the opportunity to informally present argument, evidence, or witnesses without undue interference at a
reasonable time before or during the review;
a contact person for any accommodations required under the Americans with Disabilities Act; and assistance,
if needed, in order to attend the review; and the stopping of the intended action until all appeals are exhausted.
. All grievance reviews must be conducted at a reasonable time, date and place by one or more impartial
reviewers who have not been directly involved in the initial determination of the action in question.
29
1602 1
2007 GR
Master Contract 203.M007
" The reviewer(s) must provide written notification to the requester, within 7 calendar" days after the grievance
review, stating:
the decision, the reasons therefore in detail;
the effect the decision has on current benefits, if favorable, or the circumstances regarding continuation of
current benefits until all appeals are exhausted;
the individual's right to appeal an adverse decision to the Area Agency on Aging by written request within 7
calendar" days, except in decisions involving the professional judgement of a legal assistance provider;
the availability of assistance in writing, submitting and delivering the appeal to the appropriate agency;
the opportunity to be represented by himself7herself or by legal counsel, a relative, a friend or other qualified
representative;
for legal assistance service appeals, the individual's right to file a grievance with the Florida Bar regarding
complaints related to the actual legal representation provided.
PROCEDURE FOR APPEALS OF A GRIEVANCE REVIEW DECISION UPON TIMELY RECEIPT OF A
WRITTEN APPEAL TO THE AREA AGENCY ON AGING
" Within 7 calendar" days of the receipt of a notice of appeal of a grievance review decision, the AAA must
acknowledge receipt of the notice of appeal by a written statement delivered to the appellant. This statement
must also provide notice of:
the time and place scheduled for the appeal;
the designation of one or more impartial AAA officials who have not been involved in the decision at issue;
the opportunity to examine at a reasonable time before the appeal the individual's own case record to date,
and to a copy of such case record at no cost to the individual;
the opportunity to informally present argument, evidence, or witnesses without undue interference during the
appeal; assistance, if needed, in order to attend the appeal; and the stopping of the intended action until all
appeals are exhausted.
" All appeals of grievance reviews must be conducted at a reasonable time, date and place by one or more
impartial AAA officials who have not been directly involved in the initial determination of the action in
question.
" The designated AAA official(s) must provide written notification to the requester within 7 calendar" days
after considering the grievance review appeal, stating:
the decision, and the reasons therefore in detail;
the effect the decision has on current benefits, if favorable, or the circumstances regarding continuation of
current benefits until all appeals are exhausted;
the individual's right to appeal, if applicable.
" Except for Medicaid Waiver actions, the decision of the AAA shall be the final decision;
and the availability of assistance in requesting a fair hearing, including a notice regarding accommodations as
required by the ADA.
" All records of the above activities must be preserved and remain confidential. A copy of the final decision
must be placed in the client's file.
" In computing any period of time prescribed or allowed by these guidelines, the last day of the period so
computed shall be included unless it is a Saturday, Sunday, or legal holiday, in which event the period shall run
until the end of the next day which is neither a Saturday, Sunday, or legal holiday.
30
Florida Department of State, Division of Library and Information Services
PUBLIC LIBRARY CONSTRUCTION GRANT
APPLICA TION
Application Deadline: April 1, 2007
16D3
I. APPLICANT INFORMATION
A. LEGAL NAME OF APPLICANT (Government)
Collier County Board of County Commissioners
Street 3301 Tamiami Trail East
City Naples Zip 34112 County Collier
Name of Chairman of Applicant's Governing Authority
.James Coletta
Federal Employer Identification (FEID) Number
59-6000558
B. NAME OF LIBRARY DIRECTOR Marilyn Matthes
Telephone (239)593-3511 Fax (239)254-8167
E-mail mrnatthes@ceplib.ore
Library
Collier County Public Librarv
Street 2385 Oranee Blossom Drive
City Naples Zip 34109
C. NAME OF PROJECT MANAGER Marilyn Matthes
Title Library Director
Agency, organization or governmental unit
Collier County Public Library
Street
2385 Oranee Blossom Drive
City Naples Zip 34109
Telephone (239)593-3511 Fax (239)254-8167
E-mail mmatthes@ccplib.ore
D. NAME OF BUILDING CONSULTANT (MLS degree)
Marilyn Matthes
Street
2385 Oranee Blossom Drive
City Naples Zip 34109
Telephone (239)593-3511
E. NAME OF REGISTERED ARCHITECT
Barany Schmitt Summers Weaver and PartnerS.
Inc.
Street 949 Central A venue City Naples
Zip 34102
Telephone (239) 642-3103
Registration Number AACOO1963
F. INDICATE IF CONSIDERING STARTING THE CONSTRUCTION PROJECT PRIOR
TO THE GRANT AWARD YES_XX NO
Public Library Construction Granl Application
ULlS/PLCOI, Effective 1/9/2003
16D3
II. PROPOSED PROJECT
A. Name of Proposed Facility
Marco Island Rose Hall
B. Type Construction Project (check one):
_ New Building ~XX_ Expansion
_ Remodeling
C. Building to be Used as ( check one):
Single county library headquarters
XX Single county branch or library
cooperative member
_Independent municipal library
(headquarters)
_Independent municipal library (branch)
Multicounty or library cooperative
headquarters
_Multicounty or library cooperative branch or
member (more than one library in county)
Multicounty or library cooperative branch or
member (only library in county)
III. PROJECT DATA
A. Floor Area in Square Feet
L Facility prior to project (Check one and give square feet where applicable):
_a. No facility currently exists
- b, A facility currently exists, but will not be used as a library sq. ft.
after project completion
XX_c. A facility currently exists and will be used by library after 12.345 _ sq. ft.
project (may be present library or another building)
2. New facility to be constructed sq. ft.
3. Expansion of existing facility
Square footage of existing building 12.345 sq. ft.
Square footage of the portion of building to be expanded 4.000 sq. ft
Total square feet of building after expansion 16.345 sq. ft
4. Remodeling of existing facility (not included in # 3) 0 sq. ft
B. Geographical Area And Population To Be Served By Proposed Facility:
I. Name of city(s), county(s) or region. (If the service area does not conform to city or county
boundaries, give the location and population by census tracts.) Marco Island. Collier
Countv. Florida.
2. Current population 15.647 permanent population
The population should be from the most current Florida Estimates of Population, University of
Florida
IV. ESTIMATED COST OF PROJECT
A. Funds By Category (Indicate project cost by applicable categories):
Public Library Construction Grant Application
DLlS/PLCOI, Effective 11912003
2
L Architect's Fees (include planning costs)
2. Site Acquisition
3. Acquisition cost of building
4. New Construction
5. Expansion of existing building
6. Remodeling of existing building
7. Initial Equipment
8. Other (Specify) Impact Fees, Pennits
9. TOTAL (Must equal BA)
B. Source of Funds:
L Local funds available
$ 1.485.000
2. Amount of funds requested from the Public Library
Construction Grant Program (State General Revenue)
3. Amount of funds requested from other State sources
$ 500.000
$ 0
4. TOTAL (Must equal A9)
$ 1.985.000
If total above includes funds already spent, please specify amounts, type and dates of expenditures. (Appraisal
costs and incidental purchase costs such as surveys, title insurance, legal fees, etc., are not eligible
expenditures and are not reimbursable.)
Advance plans
Estimates
Acquisition of Lands
Other (Specify)
$
$
$
$
Amount
110.000
o
o
Dates
9-27-2005
ATTEST' -,.,' C;,;r.C
.-'... ..,........ ~.;.."
",-,
.;1;
" ~\
By:
DWIGHT liBROCK/S';;"k", .
,~~it'
a\bst - i!D~~
s1qnit,_l:") ,~,~'f"
Approved as to form and legal sufficiency:
/ !j ,
By: ~ I 1)\1\r.. \ CIA Vi-<
Th.b:'s C. Pal me}.
Assistant County Attorney
Yl'I a.lV' A j. 7 ,J 0 en
Date .
---
Public Library Construction Grant Application
DLIS/PLCOI, Etfective 1/9/2003
3
16D3
Florida Department of State, Division of Library and Information Services
CERTIFICATION OF APPLICATION
I certify that this Library Construction Grant Application of the Collier County Public Librarv
is true and accurate to the best of my knowledge, that the applicant will comply with the standards
established pursuant to Section 257.15, Florida Statutes; will furnish such reports and information
and follow such procedures as will be required by the Department of State, Division of Library and
Information Services; that all funds received for the project will be expended solely for the purposes
for which granted and any such funds not so expended, including funds lost or diverted to other
purposes, shall be paid to the Department of State, Division of Library and Information Services;
and that the current annual appropriation for library service is $9,396,500.
:,. L',,[
A TTES1;;;; "''''
hr,
"
,
""
DWlqfu I!:BROCK,Clerlf
BY~~ 14.'
A"""c. '" D:'nuty. CJt<~K" .'
lir....'I..,\o,.T'J',,,'~.'. "'''~". ',' 1
'.."'J ., ......,\.i.
Sl\11lat"re !~-ltg~';\"
Approved at to form and legal sufficiency:
BOARD OF CO>>NTY C
COLLIER C9Y!'lTY,
By:
/
JA ES COLETTA, Chairman
---
By: ( (}'M.
Thomas C. Palmer,
Assistant County Attorney
?o'A~
vY\ a...-....e,t-:J7 Jet l
Date .
16El
DOCUMENT NOT RECEIVED IN
THE CLERK TO THE BOARD OFFICE
AS OF MARCH 27, 2008.
16E2
DOCUMENT NOT RECEIVED IN
THE CLERK TO THE BOARD OFFICE
AS OF MARCH 27, 2008.
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP "I
. TO ACCOMPANY ALL ORIGINAL DOCUMENTs SENT TO ,:L
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Prim QIl pinI: papa'. AlIlIdlID ari&i=I.......... OrigiDal........... sboafd be IwI4 dell_ ID UIa BOIl11 omce.. TheCOlllpJ.-l....... slip 0= ori&iDaI
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PRIMARY CONTACT INFORMATION
('11Ic primary _ is lbe _of Illo origiDal docuDl=' Peo<linl Bee ""provul. N<X1DlllIy UIa primary COIl_ is <he p= who ~ <he executive
SlUlIIIllIrY. Primary _ ilIbmaliCll is _ ill Illo eveII' ODe of Illo ~ obcve, including S...1ilsou. .=<l1D "",_sl2fffcr _ or missing
intormalioa. All origiDol.........._.. _I <he Bee Chairmm', sip.... "" to be delivered to Illo Bee office oaly after Illo Bce lias o=cI to approve tile
imm.)
Name of Primary Staff
Contact
Agenda Date Item W311
A ved b the BCC
Type of Document
Attached
4.
77'1-8'117
Iv 133
Yes N1A (Not
(Initial) licable)
CJl~
-
5. Sue FIlson, Executive Manager
Board of County Commissioners
-
tynt
CWIE.,.
If
-
6. Minutes and Records
Cleric of Court'S Office
----
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Phone Number
Agenda Item Number
Number of Original
Documents A=hed
tJnt
INSTRUCl'IONS & CHECKLIST
Initial the Yes column or mark "NI A" in the Not Applicable column. whichever is
1.
Original dccument has been siguedfmitialed fer legal stif!iciency. (All documents to be
signed by the Chaizmau, with the exception of IIIOst letters. must be reviewed and signed
liy the Office of the County Atrcrney. This m.,'"~",, signature pages from omm.",.,.,.
resoiutions. etc. signed by the County ADtJrrJey's 0fIice and signature pages from
contracts. agreeDICIIlI. eu:. that have been folly ~_.-l by all parties except the BCC
Chairman and Clerk to the Board and i Slate Officials.
All handwritten.strike-tbroagh and revisions have been initialed by the County ~rney.' s
Office and all other es the BCC Chairman and the Clerk to the Board
The Chainpan's ';1"'""1: !iDe date has been entered as the date ofBCC approval of the
dccument or the fiDa1 lie COl!lr3l:t date w!lichever is licable.
"Sign here" tabs are placed on the "ll~,u~,;.ue pages iDdicating where the Chairman's
si and initials are
In rOost cases (some contras:lS are an exception), the original dccument and this routing slip
should be provided to Sue Filson in the BCC office within 24 hours ofBCC approval.
Some doo~'"I1tS are time sensitive and require'rorwarding to T.n.h.'see within a certain
time frame or the BCC's actions are nui\ified.. Be aware of our A...,IHn...!
The d.,..,.,m_nt was approved by the BCe on (enter date) IlIld all changes
made duriDg the meeUug have been iDcorporated in the .......hHl doc:uuwst. The
OInn Atto 's omce bas reviewed the if a IIcs.ble.
t _ c-sy _ Bce _ 0ri(iuI nn.""".",,!loIlIiIlc SlllI WWS Ori(iDal9.113.1l4. Revised 1.26.1l:l. Revised:!.24.1l:l
2.
3.
4.
s.
6.
CONSERVATION COLLIER
Tax Id. Numbers, 38847040004 & 38847080006
16E3
AGREEMENT FOR SALE AND PURCHASE
THIS AGREEMENT is made and entered into by and between BERNARD OETTING AND
GABRIELA OETTING, husband and wife, whose address is 5781 Westport Lane, Naples,
FL 34116-5413, (hereinafter referred to as "Seller"), and COLLIER COUNTY, a political
subdivision of the State of Florida, its successors and assigns, whose address is 3301
Tamiami Trail East, Naples, FL 34112, (hereinafter referred to as "Purchaser").
WITNESSETH
WHEREAS, Seller is the owner of that certain parcel of real property (hereinafter referred to
as "Property"), located in Collier County, State of Florida, and being more particularly
described in Exhibit "A", attached hereto and made a part hereof by reference.
WHEREAS, Purchaser is desirous of purchasing the Property, subject to the conditions and
other agreements hereinafter set forth, and Seller is agreeable to such sale and to such
conditions and agreements.
NOW, THEREFORE, and for and in consideration of the premises and the respective
undertakings of the parties hereinafter set forth and the sum of Ten Dollars ($10.00), the
receipt and sufficiency of which is hereby acknowledged, it is agreed as follows:
I. AGREEMENT
1.01 In consideration of the purchase price and upon the terms and conditions
hereinafter set forth, Seller shall sell to Purchaser and Purchaser shall purchase from
Seller the Property, described in Exhibit "A".
II. PAYMENT OF PURCHASE PRICE
2.01 The purchase price (the "Purchase Price") for the Property shall be Fifty Thousand
and No/100 Dollars, ($50,000.00) (U.S. Currency) payable at time of closing.
III. CLOSING
3.01 The Closing (THE "CLOSING DATE", "DATE OF CLOSING", OR "CLOSING") of
the transaction shall be held on or before one hundred and twenty (120) days following
execution of this Agreement by the Purchaser, unless extended by mutual written
agreement of the parties hereto. The Closing shall be held at the Collier County
Attorney's Office, Administration Building, 3301 Tamiami Trail East, Naples, Florida. The
procedure to be followed by the parties in connection with the Closing shall be as follows:
3.011 Seller shall convey a marketable title free of any liens, encumbrances,
exceptions, or qualifications. Marketable title shall be determined according to
applicable title standards adopted by the Florida Bar and in accordance with law.
At the Closing, the Seller shall cause to be delivered to the Purchaser the items
specified herein and the following documents and instruments duly executed and
acknowledged, in recordable form:
3.0111 Warranty Deed in favor of Purchaser conveying title to the Property,
free and clear of all liens and encumbrances other than:
(a) The lien for current taxes and assessments.
(b) Such other easements, restrictions or conditions of record.
3.0112 Combined Purchaser-Seller closing statement.
1
CONSERVATION COLLIER
Tax Id. Numbers, 38847040004 & 38847080006
16E3
3.0113 A "Gap," Tax Proration, Owner's and Non-Foreign Affidavit," as
required by Section 1445 of the Internal Revenue Code and as required by the
title insurance underwriter in order to insure the "gap" and issue the policy
contemplated by the title insurance commitment.
3.0114 A W-9 Form, "Request for Taxpayer Identification and Certification" as
required by the Internal Revenue Service.
3.012 At the Closing, the Purchaser, or its assignee, shall cause to be delivered to the
Seller the following:
3.0121 A negotiable instrument (County Warrant) in an amount equal to the
Purchase Price. No funds shall be disbursed to Seller until the Title Company
verifies that the state of the title to the Property has not changed adversely
since the date of the last endorsement to the commitment, referenced in
Section 4.011 thereto, and the Title Company is irrevocably committed to pay
the Purchase Price to Seller and to issue the Owner's title policy to Purchaser
in accordance with the commitment immediately after the recording of the
deed.
3.0122 Funds payable to the Seller representing the cash payment due at
Closing in accordance with Article III hereof, shall be subject to adjustment for
prorations as hereinafter set forth.
3.02 Each party shall be responsible for payment of its own attorney's fees. Seller, at its
sole cost and expense, shall pay at Closing all documentary stamp taxes due relating to
the recording of the Warranty Deed, in accordance with Chapter 201.01, Florida Statutes,
and the cost of recording any instruments necessary to clear Seller's title to the Property.
The cost of the Owner's Form B Title Policy, issued pursuant to the Commitment
provided for in Section 4.011 below, shall be paid by Purchaser. The cost of the title
commitment shall also be paid by Purchaser.
3.03 Purchaser shall pay for the cost of recording the Warranty Deed. Real Property
taxes shall be prorated based on the current year's tax with due allowance made for
maximum allowable discount, homestead and any other applicable exemptions and paid
by Seller. If Closing occurs at a date which the current year's millage is not fixed, taxes
will be prorated based upon such prior year's millage.
IV. REQUIREMENTS AND CONDITIONS
4.01 Upon execution of this Agreement by both parties or at such other time as specified
within this Article, Purchaser and/or Seller, as the case may be, shall perform the
following within the times stated, which shall be conditions precedent to the Closing;
4.011 Within fifteen (15) days after the date hereof, Purchaser shall obtain as
evidence of title an AL TA Commitment for an Owner's Title Insurance Policy (AL TA
Form B-1970) covering the Property, together with hard copies of all exceptions
shown thereon. Purchaser shall have thirty (30) days, following receipt of the title
insurance commitment, to notify Seller in writing of any objection to title other than
liens evidencing monetary obligations, if any, which obligations shall be paid at
closing. If the title commitment contains exceptions that make the title
unmarketable, Purchaser shall deliver to the Seller written notice of its intention to
waive the applicable contingencies or to terminate this Agreement.
4.012 If Purchaser shall fail to advise the Seller in writing of any such objections in
Seller's title in the manner herein required by this Agreement, the title shall be
deemed acceptable. Upon notification of Purchaser's objection to title, Seller shall
have thirty (30) days to remedy any defects in order to convey good and marketable
title, except for liens or monetary obligations which will be satisfied at Closing. Seller,
at its sole expense, shall use its best efforts to make such title good and marketable.
In the event Seller is unable to cure said objections within said time period,
Purchaser, by providing written notice to Seller within seven (7) days after expiration
2
CONSERVATION COLLIER
Tax Id. Numbers: 38847040004 & 38847080006
16e-";)
-., ..
of said thirty (30) day period, may accept title as it then is, waiving any objection; or
Purchaser may terminate the Agreement. A failure by Purchaser to give such written
notice of termination within the time period provided herein shall be deemed an
election by Purchaser to accept the exceptions to title as shown in the title
commitment.
4.013 Seller agrees to furnish any existing surveys of the Property in Seller's possession
to Purchaser within 10 (ten) days of the effective date of this Agreement. Purchaser
shall have the option, at its own expense, to obtain a current survey of the Property
prepared by a surveyor licensed by the State of Florida. No adjustments to the
Purchase Price shall be made based upon any change to the total acreage
referenced in Exhibit "A," unless the difference in acreage revealed by survey
exceeds 5% of the overall acreage. If the survey provided by Seller or obtained by
Purchaser, as certified by a registered Florida surveyor, shows: (a) an encroachment
onto the property; or (b) that an improvement located on the Property projects onto
lands of others, or (c) lack of legal access to a public roadway, the Purchaser shall
notify the Seller in writing of such encroachment, projection, or lack of legal access,
and Seller shall have the option of curing said encroachment or projection, or
obtaining legal access to the Property from a public roadway, within sixty (60) days of
receipt of said written notice from Purchaser. Purchaser shall have ninety (90) days
from the effective date of this Agreement to notify Seller of any such objections.
Should Seller elect not to or be unable to remove the encroachment, projection, or
provide legal access to the property within said sixty (60) day period, Purchaser, by
providing written notice to Seller within seven (7) days after expiration of said sixty
(60) day period, may accept the Property as it then is, waiving any objection to the
encroachment, or projection, or lack of legal access, or Purchaser may terminate the
Agreement. A failure by Purchaser to give such written notice of termination within
the time period provided herein shall be deemed an election by Purchaser to accept
the Property with the encroachment, or projection, or lack of legal access.
V. INSPECTION PERIOD
5.01 Purchaser shall have one hundred and twenty (120) days from the date of this
Agreement, "Inspection Period"), to determine through appropriate investigation that:
1. Soil tests and engineering studies indicate that the Property can be developed without
any abnormal demucking, soil stabilization or foundations.
2. There are no abnormal drainage or environmental requirements to the development of
the Property.
3. The Property is in compliance with all applicable State and Federal environmental
laws and the Property is free from any pollution or contamination.
4. The Property can be utilized for its intended purpose.
5.02 If Purchaser is not satisfied, for any reason whatsoever, with the results of any
investigation, Purchaser shall deliver to Seller prior to the expiration of the Inspection
Period, written notice of its intention to waive the applicable contingencies or to terminate
this Agreement. If Purchaser fails to notify the Seller in writing of its specific objections
as provided herein within the Inspection Period, it shall be deemed that the Purchaser is
satisfied with the results of its investigations and the contingencies of this Article V shall
be deemed waived. In the event Purchaser elects to terminate this Agreement because
of the right of inspection, Purchaser shall deliver to Seller copies of all engineering
reports and environmental and soil testing results commissioned by Purchaser with
respect to the Property.
5.03 Purchaser and its agents, employees and servants shall, at their own risk and
expense, have the right to go upon the Property for the purpose of surveying and
conducting site analyses, soil borings and all other necessary investigation. Purchaser
shall, in performing such tests, use due care and shall indemnify Seller on account of any
loss or damages occasioned thereby and against any claim made against Seller as a
result of Purchaser's entry. Seller shall be notified by Purchaser no less than twenty-four
(24) hours prior to said inspection of the Property.
3
CONSERVATION COLLIER
Tax Id. Numbers, 38847040004 & 38847080006
16E3
VI. INSPECTION
6.01 Seller acknowledges that the Purchaser, or its authorized agents, shall have the
right to inspect the Property at any time prior to the Closing.
VII. POSSESSION
7.01 Purchaser shall be entitled to full possession of the Property at Closing.
VIII. PRORATIONS
8.01 Ad valorem taxes next due and payable, after closing on the Property, shall be
prorated at Closing based upon the gross amount of 2006 taxes, and shall be paid by
Seller.
IX. TERMINATION AND REMEDIES
9.01 If Seller shall have failed to perform any of the covenants and/or agreements
contained herein which are to be performed by Seller, within ten (10) days of written
notification of such failure, Purchaser may, at its option, terminate this Agreement by
giving written notice of termination to Seller. Purchaser shall have the right to seek and
enforce all rights and remedies available at law or in equity to a contract vendee,
including the right to seek specific performance of this Agreement.
9.02 If the Purchaser has not terminated this Agreement pursuant to any of the
provisions authorizing such termination, and Purchaser fails to close the transaction
contemplated hereby or otherwise fails to perform any of the terms, covenants and
conditions of this Agreement as required on the part of Purchaser to be performed,
provided Seller is not in default, then as Seller's sole remedy, Seller shall have the right
to terminate and cancel this Agreement by giving written notice thereof to Purchaser,
whereupon one-half percent (1/2%) of the purchase price shall be paid to Seller as
liquidated damages which shall be Seller's sole and exclusive remedy, and neither party
shall have any further liability or obligation to the other except as set forth in paragraph
12.01, (Real Estate Brokers), hereof. The parties acknowledge and agree that Seller's
actual damages in the event of Purchaser's default are uncertain in amount and difficult
to ascertain, and that said amount of liquidated damages was reasonably determined by
mutual agreement between the parties, and said sum was not intended to be a penalty in
nature.
9.03 The parties acknowledge that the remedies described herein and in the other
provisions of this Agreement provide mutually satisfactory and sufficient remedies to
each of the parties, and take into account the peculiar risks and expenses of each of the
parties.
X. SELLER'S AND PURCHASER'S REPRESENTATIONS AND WARRANTIES
10.01 Seller and Purchaser represent and warrant the following:
10.011 Seller and Purchaser have full right and authority to enter into and to execute
this Agreement and to undertake all actions and to perform all tasks required of each
hereunder. Seller is not presently the subject of a pending, threatened or
contemplated bankruptcy proceeding.
10.012 Seller has full right, power, and authority to own and operate the Property,
and to execute, deliver, and perform its obligations under this Agreement and the
instruments executed in connection herewith, and to consummate the transaction
contemplated hereby. All necessary authorizations and approvals have been
obtained authorizing Seller and Purchaser to execute and consummate the
transaction contemplated hereby. At Closing, certified copies of such approvals shall
be delivered to Purchaser and/or Seller, if necessary.
4
CONSERVATION COLLIER
Tax Id. Numbers, 38847040004 & 38847080006
16[3
10.013 The warranties set forth in this paragraph shall be true on the date of this
Agreement and as of the date of Closing. Purchaser's acceptance of a deed to the
said Property shall not be deemed to be full performance and discharge of every
agreement and obligation on the part of the Seller to be performed pursuant to the
provisions of this Agreement.
10.014 Seller represents that it has no knowledge of any actions, suits, claims,
proceedings, litigation or investigations pending or threatened against Seller, at law,
equity or in arbitration before or by any federal, state, municipal or other
governmental instrumentality that relate to this agreement or any other property that
could, if continued, adversely affect Seller's ability to sell the Property to Purchaser
according to the terms of this Agreement.
10.015 No party or person other than Purchaser has any right or option to acquire the
Property or any portion thereof.
10.016 Until the date fixed for Closing, so long as this Agreement remains in force
and effect, Seller shall not encumber or convey any portion of the Property or any
rights therein, nor enter into any agreements granting any person or entity any rights
with respect to the Property or any part thereof, without first obtaining the written
consent of Purchaser to such conveyance, encumbrance, or agreement which
consent may be withheld by Purchaser for any reason whatsoever.
10.017 Seller represents that there are no incinerators, septic tanks or cesspools on
the Property; all waste, if any, is discharged into a public sanitary sewer system;
Seller represents that they have (it has) no knowledge that any pollutants are or have
been discharged from the Property, directly or indirectly into any body of water.
Seller represents the Property has not been used for the production, handling,
storage, transportation, manufacture or disposal of hazardous or toxic substances or
wastes, as such terms are defined in applicable laws and regulations, or any other
activity that would have toxic results, and no such hazardous or toxic substances are
currently used in connection with the operation of the Property, and there is no
proceeding or inquiry by any authority with respect thereto. Seller represents that they
have (it has) no knowledge that there is ground water contamination on the Property
or potential of ground water contamination from neighboring properties. Seller
represents no storage tanks for gasoline or any other substances are or were located
on the Property at any time during or prior to Seller's ownership thereof. Seller
represents none of the Property has been used as a sanitary landfill.
10.018 Seller has no knowledge that the Property and Seller's operations concerning
the Property are in violation of any applicable Federal, State or local statute, law or
regulation, or of any notice from any governmental body has been served upon Seller
claiming any violation of any law, ordinance, code or regulation or requiring or calling
attention to the need for any work, repairs, construction, alterations or installation on
or in connection with the Property in order to comply with any laws, ordinances,
codes or regulation with which Seller has not complied.
10.019 There are no unrecorded restrictions, easements or rights of way (other than
existing zoning regulations) that restrict or affect the use of the Property, and there
are no maintenance, construction, advertising, management, leasing, employment,
service or other contracts affecting the Property.
10.020 Seller has no knowledge that there are any suits, actions or arbitration, bond
issuances or proposals therefor, proposals for public improvement assessments,
pay-back agreements, paving agreements, road expansion or improvement
agreements, utility moratoriums, use moratoriums, improvement moratoriums,
administrative or other proceedings or governmental investigations or requirements,
formal or informal, existing or pending or threatened which affects the Property or
which adversely affects Seller's ability to perform hereunder; nor is there any other
charge or expense upon or related to the Property which has not been disclosed to
Purchaser in writing prior to the effective date of this Agreement.
5
CONSERVATION COLLIER
Tax Id. Numbers, 38847040004 & 38847080006
16E3
10.021 Seller acknowledges and agrees that Purchaser is entering into this
Agreement based upon Seller's representations stated above and on the
understanding that Seller will not cause the zoning or physical condition of the
Property to change from its existing state on the effective date of this Agreement up
to and including the Date of Closing. Therefore, Seller agrees not to enter into any
contracts or agreements pertaining to or affecting the Property and not to do any act
or omit to perform any act which would change the zoning or physical condition of the
Property or the governmental ordinances or laws governing same. Seller also agrees
to notify Purchaser promptly of any change in the facts contained in the foregoing
representations and of any notice or proposed change in the zoning, or any other
action or notice, that may be proposed or promulgated by any third parties or any
governmental authorities having jurisdiction of the development of the property which
may restrict or change any other condition of the Property.
10.022 At the Closing, Seller shall deliver to Purchaser a statement (hereinafter
called the "Closing Representative Statement") reasserting the foregoing
representations as of the Date of Closing, which provisions shall survive the Closing.
10.023 Seller represents, warrants and agrees to indemnify, reimburse, defend and
hold Purchaser harmless from any and all costs (including attorney's fees) asserted
against, imposed on or incurred by Purchaser, directly or indirectly, pursuant to or in
connection with the application of any federal, state, local or common law relating to
pollution or protection of the environment which shall be in accordance with, but not
limited to, the Comprehensive Environmental Response, Compensation, and Liability
Act of 1980, 42 U.S.C. Section 9601, et seq., ("CERCLA" or "Superfund"), which was
amended and upgraded by the Superfund Amendment and Reauthorization Act of
1986 ("SARA"), including any amendments or successor in function to these acts.
This provision and the rights of Purchaser, hereunder, shall survive Closing and are
not deemed satisfied by conveyance of title.
10.024 Any loss and/or damage to the Property between the date of this Agreement
and the date of Closing shall be Seller's sole risk and expense.
XI. NOTICES
11.01 Any notice, request, demand, instruction or other communication to be given to
either party hereunder shall be in writing, sent by facsimile with automated confirmation
of receipt, or by registered, or certified mail, return receipt requested, postage prepaid,
addressed as follows:
If to Purchaser:
Alexandra Sulecki, Coordinator
Conservation Collier Land Acquisition Program
Collier County Facilities Department
3301 Tamiami Trail East
Naples, Florida 34112
With a copy to:
Cindy M. Erb, Senior Property Acquisition Specialist
Collier County Real Estate Services
Administration Building
3301 Tamiami Trail East
Naples, Florida 34112
Telephone number: 239-774-8991
Fax number: 239-774-8876
If to Seller:
Bernard and Gabriela Oetting
5781 Westport Lane
Naples, FL 34116-5413
Telephone number: 239-777-3339
Fax number: 239-352-2004
11.02 The addressees and numbers for the purpose of this Article may be changed by
either party by giving written notice of such change to the other party in the manner
6
CONSERVATION COLLIER
Tax Id. Numbers: 38847040004 & 38847080006
16E3
provided herein. For the purpose of changing such addresses or addressees only,
unless and until such written notice is received, the last addressee and respective
address stated herein shall be deemed to continue in effect for all purposes.
XII. REAL ESTATE BROKERS
12.01 Any and all brokerage commissions or fees shall be the sole responsibility of the
Seller. Seller shall indemnify Purchaser and hold Purchaser harmless from and against
any claim or liability for commission or fees to any broker or any other person or party
claiming to have been engaged by Seller as a real estate broker, salesman or
representative, in connection with this Agreement. Seller agrees to pay any and all
commissions or fees at closing pursuant to the terms of a separate agreement, if any.
XIII. MISCELLANEOUS
13.01 This Agreement may be executed in any manner of counterparts which together
shall constitute the agreement of the parties.
13.02 This Agreement and the terms and provisions hereof shall be effective as of the
date this Agreement is executed by both parties and shall inure to the benefit of and be
binding upon the parties hereto and their respective heirs, executors, personal
representatives, successors, successor trustee, and assignees whenever the context so
requires or admits.
13.03 Any amendment to this Agreement shall not bind any of the parties hereof unless
such amendment is in writing and executed and dated by Purchaser and Seller. Any
amendment to this Agreement shall be binding upon Purchaser and Seller as soon as it
has been executed by both parties.
13.04 Captions and section headings contained in this Agreement are for convenience
and reference only; in no way do they define, describe, extend or limit the scope or intent
of this Agreement or any provisions hereof.
13.05 All terms and words used in this Agreement, regardless of the number and gender
in which used, shall be deemed to include any other gender or number as the context or
the use thereof may require.
13.06 No waiver of any provision of this Agreement shall be effective unless it is in
writing signed by the party against whom it is asserted, and any waiver of any provision
of this Agreement shall be applicable only to the specific instance to which it is related
and shall not be deemed to be a continuing or future waiver as to such provision or a
waiver as to any other provision.
13.07 If any date specified in this Agreement falls on a Saturday, Sunday or legal
holiday, then the date to which such reference is made shall be extended to the next
succeeding business day.
13.08 Seller is aware of and understands that the "offer" to purchase represented by this
Agreement is subject to acceptance and approval by the Board of County
Commissioners of Collier County, Florida.
13.09 If the Seller holds the Property in the form of a partnership, limited partnership,
corporation, trust or any form of representative capacity whatsoever for others, Seller
shall make a written public disclosure, according to Chapter 286, Florida Statutes, under
oath, of the name and address of every person having a beneficial interest in the
Property before Property held in such capacity is conveyed to Collier County. (If the
corporation is registered with the Federal Securities Exchange Commission or registered
pursuant to Chapter 517, Florida Statutes, whose stock is for sale to the general public, it
is hereby exempt from the provisions of Chapter 286, Florida Statutes.)
13.10 This Agreement is governed and construed in accordance with the laws of the
State of Florida.
7
"" ,
16 ::. 3
CONSERVATION COLLIER
Tax Id. Numbers: 38847040004 & 38847080006
XIV. ENTIRE AGREEMENT
14.01 This Agreement and the exhibits attached hereto contain the entire agreement
between the parties, and no promise, representation, warranty or covenant not included
in this Agreement or any such referenced agreements has been or is being relied upon
by either party. No modification or amendment of this Agreement shall be of any force or
effect unless made in writing and executed and dated by both Purchaser and Seller.
Time is of the essence of this Agreement.
IN WITNESS WHEREOF, the parties hereto have signed below.
Dated Project/Acquisition Approved by BCC:~
G~ \.~: IlQ E..:3
AS TO PURCHASER: -- O' ..
DATED: 3\~l\~ool____
ATTEST: . "
DWIQHT E. BR'G:CK, Clerk
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
u
sigoatulte ,0:\1'
, ~eputy Clerk
~
BY.
'JAM -; .
AS TO SELLER:
DATED:~
WITNESSES:
~g~~A; III ~
C,IJ"\""'4 m. Era
(Printed Name) \
BY:
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19 ature)
5\ J~ / -:1\ rI\ '6 ffi me n{l(J.j)
(Printed Name)
()/1i .
(Signature)~
C/~DL/
(Printed Namr
m-d~
BY: r7?1 J/JU j/cj (!!-flt/r)~
~abriela Oetting
17 J. r:~b
~(~
(Signature)
Tl_NI\J\\79l(.
(Printed Name)
---
Approved as to form and
legal sufficiency:
A 0 [L-~fi)l,O
>() j) ~ ~-
J~ifer A. Bel~io
Assistant County Attorney
8
16~3
EXHIBIT "A"
PROPERTY TAX IDENTIFICATION NUMBER: 38847040004
LEGAL DESCRIPTION:
THE EAST 75 FEET OF THE EAST 150 FEET OF TRACT NO. 84,
GOLDEN GATE ESTATES UNIT NO. 42, ACCORDING TO THE PLAT
THEREOF, AS RECORDED IN PLAT BOOK 7, AT PAGE 27,
INCLUSIVE, OF THE PUBLIC RECORDS OF COLLIER COUNTY,
FLORIDA.
AND
PROPERTY TAX IDENTIFICATION NUMBER: 38847080006
THE WEST 75 FEET OF THE EAST 150 FEET OF TRACT NO. 84,
GOLDEN GATE ESTATES UNIT NO. 42, ACCORDING TO THE PLAT
THEREOF, AS RECORDED IN PLAT BOOK 7, AT PAGE 27,
INCLUSIVE, OF THE PUBLIC RECORDS OF COLLIER COUNTY,
FLORIDA.
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP 16
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print on pink paper. Attach to original document. Original documents should be hand delivered to the Board OHicc. The completed routing slip and original
documents are to be forwarded to the Board GUice only after the Roard has taken action on the item.)
ROUTING SLIP
Complete routing lines # 1 through #4 as appropriate for additional signatures, dates, and/or infonnation needed. If the document is already complete with the
2
excePtion of the Chairman's sitUlature. draw a line throuph routing lines # I throuoh #4, comnlete the checklist, and fo!Wllfd to Sue Filson line#5}.
Route to Addressee(s) Office Initials Date
(List in routin. order)
l. " -~-
2, ---- - - ---"------._-
3. - -~
4.
5. Sue Filson, Executive Manager Board of County Commissioners /''j'(' 3/~l)tjl
!.-'-
6. Minutes and Records Clerk of Court's Office
PRIMARY CONTACT INFORMATION
(The primary contact is the holder oCtile original document pending BCe approval. Normally the primary contact is the person who createdlprepared the executive
summary. Primary contact information is needed in the event one of the addressees above, including Sue Filson, need to contact staff for additional or missing
infonnation. All original documents needing the acc Chainn8l1's signature are to be delivered to the ace office only after the BCC has acted to approve the
item.)
Name of Primary Staff Linda Swisher/Christine Chase Phone Number 695-4114/417-6025
Contact
Agenda Date Item was 3/')1 ) Jr 'J Agenda Item Number IV F/)
Approved bv the BCC
Type of Document (I1eLt Number of Original 3
Attached Documents Attached
1.
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark "N/ A" in the Not Applicable column, whichever is
a riate.
Original document has been signed/initialed for legal sufficiency. (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office oftbe County Attorney. This includes signature pages from ordinances,
resolutions, etc. signed by the County Attorney's Office and signature pages from
contracts, agreements, etc. that have been fully executed by all parties except the BCC
Chainnan and Clerk to the Board and ssibl State Officials.
All handwritten strike-through and revisions have been initialed by the Couoty Attorney's
Office and all other ies exce t the BCC Chainnan and the Clerk to the Board
The Chainnan's signature line date has been entered as the date ofBCC approval of the
document or the final ne otiated contract date whichever is a licable.
"Sign here" tabs are placed on the appropriate pages indicating where the Chainnan's
si ture and initials are re uired.
In most cases (some contracts are an exception), the original document and this routing slip
should be provided to Sue Filson in the BCC office within 24 hours ofBCC approval.
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the BCe's actions are nullified. Be aware of our deadlines!
The document was approved by the BCC on~) I :7 (eDter date) aDd all chaDges
made during the meetiDg have beeD incorporated iD the attached documeDt. The
COUD Attorne's Omce has reviewed the chan eo, if a licable.
C 1t c./
CljC
. \ ,-
l I' ~~
(, I\C,
,~
('f\C-
cFiG
I: Forms! County Forms! BCC Forms! Original Docnments Routing Slip WWS Original 9.03.04, Revised 1.26.05, Revised 2.24.05
2.
3.
4.
5.
6.
16F2i "
MEMORANDUM
Date:
March 30, 2007
To:
Linda Swisher/Christine Chase
Emergency Management
From:
Martha Vergara, Deputy Clerk
Minutes & Records Department
Re:
Memorandum of Understanding between the
United States Department ofInterior, National Park
Service, Big Cypress National Preserve and Ochopee Fire
District
Enclosed please find three (3) original document, as referenced above,
(Agenda Item #16F2), approved by the Board of County Commissioners on
Tuesday, March 27, 2007.
The Minutes & Records Department has retained the second original for
public record.
If you should have any questions, please call 774-8406.
Thank you.
Enclosure (1)
16F2
MEMORADUM OF UNDERSTANDING
G5120070002
Between
UNITED STATES DEPARTMENT OF THE INTERIOR
NATIONAl. PARK SERVICE
BIG CYPRESS NATIONAl. PRESERVE
33100 Tamiami Trail East
OCHOPEE, FLORIDA 34141
and
OCHOPEE FIRE DIS1RICT
ARTICLE 1- BACKGROUND AND OBJECTIVES
This agreement is entered into by and between the National Park Service (hereinafter "NPS"), United States Department of
the Interior, acting through the Superintendent of Big Cypress National Preserve (hereinafter "Preserve") and the Ochopee
Fire District, represented by and through the Board of County CommissiOIlers of Collier County, Florida (hereinafter
"Ochopee Fire District"). The pmpose of this agreement is to establish the terms and conditious under which both parties
will provide mutual assistance in preventing. detecting, and suppressing structural fires, within the Ochopee Fire District, the
Preserve, and in the immediate surrounding area.
Currently, the Ochopee Fire District is empowered by Collier County, State of Florida, to provide structural fire protection
within and outside the Preserve, to provide wildland fire protectiOIl OIl state and private lands outside the preserve and to
assist other state and federal agencies in wildland fire protection within and outside the preserve. Cougress further
established the Preserve that the area within the boundaries depicted OIl the map (in Appendix A) shall be known as the Big
Cypress NatiOIlal Preserve. Such lands shall be administered by the Secretary as a unit of the National Park System in a
manner which will assure their natural and ecological integrity in perpetuity in accordance with the provisions of this Act and
with theprovisious of the Act of August 25,1916 (39 Stat. 535; 16 U.S.c. 1-4), as amended and supplemented.
ARTICLE n - AUTHORITY
This agreement is entered into under the authority of 42 U.S.C. ~ I 856a (2007).
ARTICLE m - STATEMENT OF WORK
A. The Preserve shall report promptly to Ochopee Fire District all structural fires originating within the Preserve and
wildland fires on properties adjoining the Preserve or which threaten structures or roadside improvements.
B. The Preserve shall take initial attack OIl those wildfires occurring outside the Preserve OIl Ochopee Fire District
protected lands within approximately I mile of it's boundary without awaiting a request to do so if the fire threatens or
may threaten Preserve lands.
C. The Preserve shall provide fire weather data generated from the Service's AFFIRMS and remote weather statiOIls
(RAWS) to Ochopee Fire District upon request.
D. The Preserve shal\ provide assistance OIl structural fires within the Preserve to include exterior exposure protection,
water relay. emergency medical assistance and traffic control (to the extent of certified skill and training level of the
Preserve's staft).
16F2
E. Ochopee Fire District shall report, to the Preserve, all wildland fires within or threatening the Preserve that are
observed by or reported to Ochopee Fire District personnel.
F. Ochopee Fire District shall take initial attack, or reinforce Preserve staff at, wildland fires, resulting ITom structural
or vehicular fires, to which they have responded within the Preserve (after completing their primary structural
responsibility).
G. The parties further agree as follows:
I. To meet jointly at least once annually before September 30 to review and update this Memorandum of
Understanding as needed and to provide for other meetings as deemed necessary for discussions of matters
relating to the management of fire on lands within and adjacent to the Preserve.
2. Each party shall provide to the other party a list of responsible persons, with telephone numbers, to be
contacted in an emergency. At least once a year, or more often if necessary, each party shall provide the
other party with an updated list of such persons and telephone numbers.
3. Each party shall provide to the other party copies of current fire management plans for their areas of primary
responsibility, including maps of areas involved and descriptions of special or extraordinary actions taken.
4. Only Minimum Impact Suppression Tactics shall be used when fighting fires within the Park. No chainsaws
or ground-disturbing equipment such as graders or bulldozers shall be used without the permission of the
Preserve's Superintendent or his/her designee.
5. After notifying the other party ofa fire's discovery, ether party may take immediate action to suppress a fire
in the other party's area of primary responsibility in order to save life or property.
6. Each party to this agreement waives all claims against the other party for compensation for any loss, damage,
personal injury, or death occurring in consequence of the performance of this agreement.
7. Neither party to this agreement shall reimburse the other party for all or any part of the cost incurred by such
in providing fire protection pursuant to this agreement.
8. Nothing in this agreement shall be construed as obligating the Preserve to expend in anyone fiscal year any
sum in excess of the monies appropriated by Congress and allocated by the National Park Service for the
performance of this agreement.
9. To designate a person in each agency to coordinate fire management activities and meetings between
agencies.
10. Each party shall provide the other party fire reports of fire suppressed on the other party's lands.
II. Each party shall assist each other in investigating the origin and cause of fires and in providing resulting
reports as requested for use in prosecuting arson suspects.
12. Each party shall comply with each agency's fire management policies (as attached in Appendix "B") when
suppressing fires within the other agencyts lands.
13. When initial attack and/or reinforced attack mutual aid is given, each agency will bear the cost of it's own
suppression efforts with no monetary reimbursement required. Such requests will be honored based upon
criteria in Appendix C for dispatch offire forces and the status offire conditions within the receiving agency's
land. Assistance rendered herein is limited to the first 24-hour period.
16r2
14. Each party shall notify each other of fire training being conducted and to share such training sessions with
each other on a space available basis.
15. Each party shall develop compatible radio communications systems for the purpose of joint fire prevention
and suppression. Each agency agrees to allow the other use of those frequencies identified for
communication of fire activity. Each agency agrees to abide by radio procedures established by the other
during such communications. Each agency shall maintain it's own radio system.
ARTICLE IV - TERM OF AGREEMENT
This agreement shall be effective for a period offive years from the date of final signature, unless it is terminated earlier
by one of the parties pursuant to Article VlIl that follows:
ARTICLE V - KEY OFFICIALS
A. For the NPS:
John Nobles, Chiefoffire and Aviation
Big Cypress National Preserve
33100 Tamiami Trail east
Ochopee, FL 34141
(239) 695-1145
B. Ochopee Fire District
Paul Wilson, Fire Chief
Ochopee, FL
(239) 695-4114
ARTICLE VI - PRIOR APPROVAL
Not applicable
ARTICLE VII - REPORT AND/OR OTHER DELlVERABLES
Upon request and to the full extent permitted by applicable law, the parties shall share with each other final reports of
incidents involving both parties.
ARTICLE VIII - PRPERTY UTILIZATION
Unless otherwise agree to in writing by both parties, any property fumished by one party to the other shall remain the
property ofthe furnishing party. Any property furnished by the NPS to the Ochopee Fire District during the performance
of this agreement shall be used and disposed of as set forth in the NPS Property Management Regulations.
ARTICLE IX - MODIFICATION AND TERMINATION
A. This agreement may be modified only by a written instrument executed by the parties.
B. Either party may terminate this agreement by providing the other party with sixty (60) days advance written notice. In
the event that one party provides the other party with notice of its intention to terminate, the parties shall meet promptly
to discuss the reasons for the notice and to try to resolve their differences amicable. The parties commit to using every
reasonable means available, including the use of a neutral mediator if necessary, to try to avoid terminating this
16r2
agreement.
ARTICLE X - STANDARD CLAUSES
A. Civil Rights
During the performance of this agreement, the participants agree to abide by the terms of the USDI-Civil Rights
A sSlIrance Certification, non-discrimination, and will not discriminate against any person because of race, color, religion,
sex or national origin. The participants will take affirmative action to unsure that applicants are employed without regard
to their race, color, religion, national origin, disabilities, age or sex.
B. Promotions
The Ochopee Fire District shall not publicize or otherwise circulate promotional material (such as advertisements, sales
brochures, press releases, speeches, still and motion pictures, articles, manuscripts or other publications) which states or
implies Governmental, Departmental, bureau or Government employee endorsement ofa product, service, or position
which the (party) represents. No release of information relating to this agreement may state or imply that Government
approves of the Ochopee Fire District's work product to be superior to other products or services.
C. Public Information Release
The Ochopee Fire District must obtain prior Government approval form the Superintendent of big Cypress National
Preserve for any public information release which refers to the Department of the Interior, any bureau, park unit, or
employee (by name or title), or to this agreement. The specific text, layout, photographs, etc. of the proposed release
must be submitted with the request for approval.
D. Liability Provision
Each party to this agreement will indemnify, save and hold harmless, and defend each other against all fines, claims,
Jeli ,I:tges, losses,judgments, and expenses arising out of, or from, any omission or activity of such person organization, its
representatives, or employees.
16F2
ARTICLE XI- SIGNATURES
IN WITNESS WHEREOF, the parties hereto have executed this agreement on the date(s) set forth below.
FOR THE NATIONAL PARK SERVICE:
Signature:
Name: Karen Gustin
Title: Superintendent
Big Cypress National Preserve
Date
Signature:
Name: Randy Effert
Title: Contracting Officer
Big Cypress National Preserve
Date
A TliEST: ['" c
~'ight E: Brod, Clerk
-?tJ:iU~;}/~
':\1..:..:.,.......~
:S 11"'" ',~:
, ,~ .
By:
J es Coletta, Chairman
Approved as to form & IGgal "L'fflcioncy
~~~~
" -s .
,- .' 1~~c:~_",,,,,~~.
Cl;.4L unty Atto~OY
16F2
MEMORANDUM OF UNDERSTANDING
REVIEW SEQUENCE
The undersigned have reviewed this MEMORANDUM OF UNDERSTANDING for pertinence and have
initiated actions for revisions, as appropriate, to the respective responsible authorities.
BIG CYPRESS NATIONAL PRESERVE
(Fire Management Officer)
OCHOPEE FIRE CONTROL DISTRICT
(Fire Chief)
2007
Date
Date
2008
Date
Date
2010
Date
Date
2011
Date
Date
16
2
.
APPENDIX B
FIRE MANAGEMENT POLICIES FOR THE PRESERVE
I. All wildland fires will be effectively managed, considering resource values to be protected in and
firefighter and public safety, using the full range of strategic and tactical options a described the fire
management plan.
2. An active fire prevention program will be conducted in conjunction with other agencies to protect human
life, prevent modification to preserve ecosystems by human-caused wildfire, and prevent damage to cultural
resources or physical facilities.
3. The fire suppression methods used in the preserve should be those causing the least resource damage,
commensurate with effective control. (No tractors, plows or retardant chemicals to be used without consent of
the line officer of the Preserve)
4. Memorandum of Understanding will be developed to facilitate reciprocal fire management activities for
land within and adjacent to the parks.
162
APPENDIX C
CRITERIA FOR RENDERING ASSISTANCE
The rendering of emergency assistance in extinguishing fires and in preserving life and property from fires will
be subject to the following conditions.
I. The assistance will be limited to that which can be given without jeopardizing the protection of the
assisting agency's property, and to such assistance as is determined by the authorizing official to be in the best
interests of the assisting agency.
2. The assistance will be limited to the use of those facilities locally available and to those persons
employed by the assisting agency (preferably trained in firefighting) at the time ofthe emergency. There is no
authority for the hiring of additional personnel or for making procurements of services or materials for the
purpose of fighting fire not endangering assisting agency's property or human lives.
3. The assistance will be limited to properties within a reasonable geographic distance from assisting
agency's property at which fire protection facilities are maintained or within reasonable distance therefrom. It
is assumed that under normal circumstances a call for assistance which requires more than an hour's travel time
to reach would be considered unreasonable.
4. The assistance will, if possible, be performed without the expense of overtime payment. However, in
those cases where it is not possible to adhere to this policy, necessary overtime may be paid if otherwise
properly ordered.
16F 2
MEMORADUM OF UNDERSTANDING
G5120070002
Between
UNITED STATES DEPARTMENT OF TIlE INTERIOR
NATIONAL PARK SERVICE
BIG CYPRESS NATIONAL PRESERVE
33100 Tamiami Trail East
OCHOPEE, FLORIDA 34 141
and
OCHOPEE FIRE DISTRICT
ARTICLE 1- BACKGROUND AND OBJECTIVES
This agreement is entered into by and between the National Park Service (hereinafter "NPS"), United States Department of
the Interior, acting through the Superintendent of Big Cypress National Preserve (hereinafter "Preserve") and the Ochopee
Fire District, represented by and through the Board of County Conunissioners of Collier County, Florida (hereinafter
"Ochopee Fire District"). The purpose of this agreement is to establish the terms and conditions under which both parties
will provide mutual assistance in preventing, detecting, and suppressing structural fires, within the Ochopee Fire Distric~ the
Preserve, and in the immediate sUITOlmding area.
Currently, the Ochopee Fire District is empowered by Collier County, State of Florida, to provide structural fire protection
within and outside the Preserve, to provide wildland fire protection on state and private lands outside the preserve and to
assist other state and federal agencies in wildland fire protection within and outside the preserve. Congress f\uther
established the Preserve that the area within the boundaries depicted on the map (in Appendix A) shall be known as the Big
Cypress National Preserve. Such lands shall be administered by the Secretary as a unit of the National Park System in a
manner which will assure their natural and ecological integrity in perpetuity in accordance with the provisions of this Act and
with the provisions of the Act of August 25, 1916 (39 Stat. 535; 16 U.S.C. 1-4), as amended and supplemented.
ARTICLE II-AUTHORITY
This agreement is entered into lmder the authority of 42 U.S.C. !l1856a (2007).
ARTICLE Ill- STATEMENT OF WORK
A. The Preserve shall report promptly to Ochopee Fire District all structural fires originating within the Preserve and
wildland fires on properties adjoining the Preserve or which threaten structures or roadside iraprovements.
B. The Preserve shall take initial attack on those wildfires occurring outside the Preserve on Ochopee Fire District
protected lands within approxiraately I mile of it's boundary without awaiting a request to do so if the fire threatens or
may threaten Preserve lands.
C. The Preserve shall provide fire weather data generated from the Service's AFFIRMS and remote weather stations
(RAWS) to Ochopce Fire District upon request.
D. The Preserve shall provide assistance on structural fires within the Preserve to include exterior exposure protection.
water relay, emergency medical assistance and traffic control (to the extent of certified skill and training level of the
Preserve's staff).
16F 2
E. Ochopee Fire District shall report, to the Preserve, all wildland fires within or threatening the Preserve that are
observed by or reported to Ochopee Fire District personnel.
F. Ochopee Fire District shall take initial attack, or reinforce Preserve staff at, wildland fires, resulting from structural
or vehicular fires, to which they have responded within the Preserve (after completing their primary structural
responsibility).
G. The parties further agree as fo llows:
]. To meet jointly at least once annually before September 30 to review and update this Memorandum of
Understanding as needed and to provide for other meetings as deemed necessary for discussions of matters
relating to the management of tire on lands within and adjacent to the Preserve.
2. Each party shall provide to the other party a list of responsible persons, with telephone numbers, to be
contacted in an emergency. At least once a year, or more often if necessary, each party shall provide the
other party with an updated list of such persons and telephone numbers.
3. Each party shall provide to the other party copies of current fire management plans for their areas of primary
responsibility, including maps of areas involved and descriptions of special or extraordinary actions taken.
4. Only Minimum Impact Suppression Tactics shall be used when fighting fires within the Park. No chainsaws
or ground-disturbing equipment ,uch as graders or bulldozers shall be used without the permission of the
Preserve's Superintendent or his/her designee.
5. After notifYing the other party of a fire's discovery, ether party may take immediate action to suppress a fire
in the other party's area of primary responsibility in order to save life or property.
6. Each party to this agreement waives all claims against the other party for compensation for any loss, damage,
personal injury, or death occurring in consequence of the performance of this agreement.
7. Neither party to this agreement shall reimburse the other party for all or any part of the cost incllrred by such
in providing fire protection pursuant to this agreement.
8. Nothing in this agreement shall be construed as obligating the Preserve to expend in anyone fiscal year any
sum in excess of the monies appropriated by Congress and allocated by the National Park Service for the
performance of this agreement.
9. To designate a person in each agency to coordinate fire management activities and meetings between
agencies.
10. Each party shall provide the other party fire reports of fire suppressed on the other party's lands.
11. Each party shall assist each other in investigating the origin and cause of fires and in providing resulting
reports as requested for use in proseclIting arson sllspects.
12. Each party shall comply with each agency', fire management policies (as attached in Appendix "B") when
suppressing fires within the other agency's lands.
] 3. When initial attack and/or reinforced attack mutual aid is given, each agency will bear the cost of it's own
,uppression efforts with no monetary reimbursement required. Such requests will be honored based upon
criteria in Appendix C for dispatch offire forces and the status offire conditions within the receiving agency's
land. Assistance rendered herein is limited to the first 24-hour period.
16F 2
14. Each party shall notify each other of fire training being conducted and to share such training sessions with
each other on a space available basis.
15. Each party shall develop compatible radio communications systems for the purpose of joint fire prevention
and supprcssion. Each agency agrees to allow the other use of those frequencies identified for
communication of fire activity. Each agency agrees to abide by radio procedures established by the other
during such communications. Each agency shall maintain it's own radio system.
ARTICLE IV - TERM OF AGREEMENT
This agreement shall be effective for a period offive years from the date of final signature, unless it is terminated earlier
by one of the parties pursuant to Article VlIl that follows:
ARTICLE V - KEY OFFICIALS
A. For the NPS,
John Nobles, Chief of fire and Aviation
Big Cypress National Preserve
33100 Tamiami Trail east
Ochopee, FL 34141
(239) 695-1145
B. Oehopee Fire District
Paul Wilson, Fire Chief
Ochopee, FL
(239) 695-4114
ARTICLE VI - 1'.RIOR APPROVAL
Not applicable
ARTICLE VII - REPORT AND/OR OTHER DELIVERABLES
Upon request and to the full extent permitted by applicable law, the parties shall share with each other final reports of
incidents involving both parties.
ARTICLE VIII - PRPERTY UTILIZATION
Unless otherwise agree to in writing by both parties, any property furnished by one party to the other shall remain the
property ofthe furnishing party. Any property furnished by the NPS to the Ochopee Fire District during the performance
of this agreement shall be used and disposed of as set forth in the NPS Property Management Regulations.
ARTICLE IX - MODIFICATION AND TERMINATION
A. This agreement may be modified only by a written instrument executed by the parties.
B. Either party may terminate this agreement by providing the other party with sixty (60) days advance written notice. In
the event that one party provides the other party with notice of its intention to terminate, the parties shall meet promptly
to discuss the reasons for the notice and to try to resolve their differences amicable. The parties commit to using every
reasonable means available, including the use of a neutral mediator if necessary, to try to avoid terminating this
16F 2
agreement.
ARTICLE X - STANDARD CLAUSES
A. Civil Rights
During the performance of this agreement, the participants agree to abide by the terms of the USDI-Civil Rights
Assurance Certification, non-discrimination, and will not discriminate against any person because efrace, color, religion,
sex or national origin. The participants will take affirmative action to unsure that applicants are employed without regard
to their race, color, religion, national origin, disabilities, age or sex.
B. Promotions
The Ochopee Fire District shall not publicize or otherwise circulate promotional material (such as advertisements, sales
brochures, press releases, speeches, still and motion pictures, articles, manuscripts or other publications) which states or
implies Governmental, Departmental, bureau or Government employee endorsement of a product, service, or position
which the (party) represents. No release of information relating to this agreement may state or imply that Government
approves of the Ochopee Fire District's work product to be superior to other products or services.
C. Public Information Release
The Ochopee Fire District must obtain prior Government approval form the Superintendent of big Cypress National
Preserve for any public information release which refers to the Department of the Interior, any bureau, park unit, or
employee (by name or title), or to this agreement. The specific text, layout, photographs, etc. of the proposed release
must be submitted with the request for approval.
D. Liability Provision
Each party to this agreement will indemnify, save and hold harmless, and defend each other against all fines, claims,
damages, losses,judgments, and expenses arising out of, or from, any omission or activity of such person organization, its
representatives, or employees.
16F
?
,-
ARTICLE XI- SIGNATURES
IN WITNESS WHEREOF, the parties hereto have executed this agreement on the date(s) set forth below.
FOR TH: N"~~~"\R~CE:
SIgnature. ~
N7me. Karen Gustin
Tit: Superintendent
Big Cypress National Preserve
Date
Signature:
Name:
Title:
Contracting Officer
Big Cypress National Preserve
-4JJ RJO '7
c;:~w:~
rL, Wilson, fire Chief
Date
A TT E:$lr: C:' r;t,^ .
. .... '.'
Dwight E.llrack,!Clerk
";,'! .
Att&$t~~iW
Sfonaturtc;7,
By:
James Coletta, Chairman
Approved as to form Ii legal sufficiency
~~~.
:.:'"- ..... -.-" "'bo~_
L'l:4t.. 1lntJ/ AtlQ~ev
loF 2
MEMORANDUM OF UNDERSTANDING
REVIEW SEQUENCE
The undersigned have reviewed this MEMORANDUM OF UNDERSTANDING for pertinence and have
initiated actions for revisions, as appropriate, to the respective responsible authorities.
BIG CYPRESS NATIONAL PRESERVE
(Fire Management Officer)
OCHOPEE FIRE CONTROL DISTRICT
(Fire Chief)
Date
2007
Date
Date
2008
Date
Date
2010
Date
Date
20] I
Date
1 ?,r ?
~ "'".)1 ~ .~~:,,'""
APPENDIX B
FIRE MANAGEMENT POLICIES FOR THE PRESERVE
I. All wildland fires will be effectively managed, considering resource values to be protected in and
firefighter and public safety, using the full range of strategic and tactical options a described the fire
management plan.
2. An active fire prevention program will be conducted in conjunction with other agencies to protect human
life, prevent modification to preserve ecosystems by human-caused wildfire, and prevent damage to cultural
resources or physical facilities.
3. The fire suppression methods used in the preserve should be those causing the least resource damage,
commensurate with effective control. (No tractors, plows or retardant chemicals to be used without consent of
the line officer of the Preserve)
4. Memorandum of Understanding will be developed to facilitate reciprocal fire management activities for
land within and adjacent to the parks.
It>r 2
APPENDIX C
CRITERIA FOR RENDERING ASSISTANCE
The rendering of emergency assistance in extinguishing fires and in preserving life and property from fires will
be subject to the following conditions.
I. The assistance will be limited to that which can be given without jeopardizing the protection of the
assisting agency's property, and to such assistance as is determined by the authorizing official to be in the best
interests of the assisting agency.
2. The assistance will be limited to the use of those facilities locally available and to those persons
employed by the assisting agency (preferably trained in firefighting) at the time of the emergency. There is no
authority for the hiring of additional personnel or for making procurements of services or materials for the
purpose of tighting tire not endangering assisting agency's property or human lives.
3. The assistance will be limited to properties within a reasonable geographic distance from assisting
agency's property at which fire protection facilities are maintained or within reasonable distance therefrom. It
is assumed that under normal circumstances a call for assistance which requires more than an hour's travel time
to reach would be considered unreasonable.
4. The assistance will, ifpossible, be performed without the expense of overtime payment. However, in
those cases where it is not possible to adhere to this policy, necessary overtime may be paid if otherwise
properly ordered.
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO 16 F4
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE ..
Print on pink paper. Attach to original document. Original documents should be hand delivered to the Board Office. The completed routing slip and original
documents are to be forwarded to the Board Office only after the Board has taken action on the item.)
ROUTING SLIP
Complete routing lines #1 through #4 as appropriate for additional signatures, dates, and/or information needed. If the document is already complete with the
excention of the Chairman's shmature, draw a line throu~1 routing lines #1 through #4, complete the checklist, and forward to Sue Filson (line #5),
Route to Addressee(s) Office Initials Date
(List in routine: order)
1.
2. -
3.
4.
5. Sue Filson, Executive Manager Board of County Commissioners CrtC 3/),/0)
6. Minutes and Records Clerk of Court's Office
PRIMARY CONTACT INFORMATION
(The primary contact is the holder of the original document pending Bee approvaL Nonnally the primary contact is the person who created/prepared the executive
summary. Primary contact information is needed in the event one of the addressees above, including Sue Filson, need to contact staff for additional or missing
information. All original documents needing the Bee Chairman's signature are to be delivered to the Bee office only after the Bee has acted to approve the
item.
Name of Primary Staff
Contact
Agenda Date Item was
A roved b the BCC
Type of Document
Attached
Phone Number
'i n - (,O~ ')
/ L, p-/
I
Agenda Item Number
Number of Original
Documents Attached
I.
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark "N/A" in the Not Applicable column, whichever is
a ro riate.
Original document has been signed/initialed for legal sufficiency. (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office ofthe County Attomey. This includes signature pages from ordinances,
resolutions, etc. signed by the County Attomey's Office and signature pages from Cf)~-
contracts, agreements, etc. that have been fully executed by all parties except the BCC
Chairman and Clerk to the Board and ossibl State Officials.)
All handwritten strike-through and revisions have been initialed by the County Attorney's
Office and all other arties exce t the BCC Chairman and the Clerk to the Board CK..
The Chairman's signature line date has been entered as the date ofBCC approval ofthe r- "' C
document or the final ne otiated contract date whichever is a licable. L n
"Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
si ature and initials are re uired. ;+C
In most cases (some contracts are an exception), the original document and this routing slip
should be provided to Sue Filson in the BCC office within 24 hours of BCC approval. C fie.,
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the BCC's actions are nullified. Be aware of our deadlines'
The document was approved by tbe BCC on "3. - (enter date) and all cbanges
made during the meeting bave been incorporated in tbe attacbed document. Tbe Cft'2--
Coun Attorne's Office has reviewed the chan es, if a licable.
2.
3.
4.
5.
6.
J: Forms! County Forms! Bee Forms! Original Documents Routing Slip WWS Original 9.03.04, Revised 1.26.05, Revised 2.24.05
16F4
MEMORANDUM
Date:
March 30, 2007
To:
Christine Chase
Emergency Management
From:
Martha Vergara, Deputy Clerk
Minutes & Records Department
Re:
Application Form for Professional Development Grants
Enclosed please find one (1) original document, as referenced above,
(Agenda Item #16F4), approved by the Board of County Commissioners on
Tuesday, March 27, 2007.
The Minutes & Records Department has retained the second original for
public record.
If you should have any questions, please call 774-8406.
Thank you.
Enclosure (1)
16F4
EXECUTIVE SUMMARY
Recommendation to approve the submittal of a grant application to the Community
Foundation to fund the attendance ofstaffto a Conference in the amount of $1,700.
OBJECTIVE: Board of County Commissioners approval for applying for a grant to
fund conference attendance.
CONSIDERATIONS: Collier County Emergency Management is responsible for the
most up to date response in an emergency, hence ongoing training and education is
needed to ensure the care of our community. We have a diverse community which entails
diversity specific training to ensure sensitivity to the needs of those who do not have their
own voice. The Community Foundation offers the opportunity for funding 75% of the
needed funds for staff to attend a conference entitled: National Conference on
Community Preparedness. Topics include but are not limited to: reaching out to specific
population segments, liability issues, innovative approaches to funding.
GROWTH MANAGEMENT: There is no Growth Impact with this Executive
Summary.
FISCAL IMPACT: The total project cost is $2,350. The amount requested is $1,700
although the minimum match requirement is 25%, the local match will be slightly higher
because it is comprised of the total conference registration cost which is $650 (27.6%).
There are monies in 118-144211-343231 budgeted for this expense.
RECOMMENDATIONS: That the Board approve the application for grant
support/funding for the conference for Emergency Management staff in the amount of
$1,700.
Prepared by: Judy Scribner, Human Services Program Manager
16F
COMMUNITY FOUNDATION OF COLLIER COUNTY
Application Form for Professional Development Grants
The application form is available in Microsoft Word. If you have WORD, you can save the version
directly on to your hard drive or you may request that a form be sent by email by contacting us at
kiasso@cfcollier.orll
Section I: Applicant Information
Name of organization: Organization's federal tax-exempt number (EIN):
Collier County Emeraency Management 59-6000558
Contact person (s): Address with zip code:
Judy Scribner 3301 E. Tamiami Tr., Bldg F, #103
Christine Chase Naples, FL 34112
Phone:239-77 4-8000 Email: iudvscribner@collieraov.net
Fax:239-775-5008 christinechase@collieraov.net
Total amount of grant request from the Community Total Project Cost:
Foundation (must not exceed 75% of total project
cost): $ 1,762.50 $ 2,350.00
Under which of the following categories of Professional Development grants is your agency applying:
Applying For: ACTIVITY WORKSHEET TO BE
(please check) COMPLETED
XX Conferences/Education for staff and/or Board (Attendance Page 2 - Section II
off site)
Consultant Services Palle 3 - Section III
EquipmentlTechnology: Tools, Training or Technical Page 4 - Section IV
assistance
Certification
We (applicant organization) certify that:
1) The applicant organization has a written and board approved policy to employ staff, elect its
governing board and provide services without discrimination on the basis of race, religion, gender,
sexual orientation, age, disability, or national origin.
2) The information contained in this proposal is accurate and submitted with the Board of Directors' full
knowledge and endorsement.
Application must include Two Signatures:
1) Executive Director
2) Board Chair
AUTHORIZING SIGNATURES:
Staff Name & Title
(Date)
Updated 11-29-06
"j
'. (
16F4
BOARD OF COUNTY COMMISSIONERS
OF COLLlE~G9lJN~~~'
By: J~:tta, Chairman
Date: ~;h) Ie 7
l I
ATTEST' ",
~;Slerk J,
, s' "'!'):'C~
. "". '.' '" ';, .
ftj~(i'.~,:ra Gtl.
Approved as to form & legal sU!llclency
~ 1~ ~~
GlMX- . unty Att
Please send one original and one CODV of the application, Do not use folders or report covers.
Section II - Proiect Reauest Form: Conferences/Education for Staff and/or Board
CFCC provides educational opportunities for staff or board members to increase knowledge and skills that
support the mission of the organization.
1. Briefly describe the activity.
Include:
. Who - Names of participanUs
. What - Name of training or conference
· Where - If applying for transportation costs, mode of travel and cost
Judy Scribner, Human Services Program Manager for Collier County Emergency Management. I would
like to attend the 2007 National Conference on Community Preparedness. I would need to use air
transportation, round trip from Ft. Myers to Alexandria, Va. on June 10 with the return trip on June 12,
2007.
Christine Chase, Senior Administrative Assistant for Collier County Emergency Management. This
position has a primary function in accessing grant opportunities and managing the budget for the dept.
She would like to attend the 2007 National Conference on Community Preparedness utilizing air travel
with the same dates of travel as the above applicant.
2. How will the activity contribute to or improve your organization?
This conference focuses on the need to reach out to specific population segments that may
not otherwise have access to needed information. The topics include how to better utilize
the volunteer opportunities and how to engage our elected officials even more effectively
than we already do in Collier County. Funding issues always are involved. Christine's
attendance would further our knowledge and access of funding opportunities outside the tax
payer of Collier County. This Department works with a tight budget because of the situation
specific response issues. The County Board is not always able to increase budget
allocations for training despite the ongoing training needs of ever changing response
mandates. As a result of utilizing training opportunities, your County Dept. of Emergency
Management is a better functioning and more effective entity.
3, How will information be disseminated to your colleagues and/or the public-at-Iarge?
Updated 11-29-06
2
Information will be disseminated via a written report to our colleagues. The pUblic would
benefit via our improved systems of communication and education. The hope is that we
would gain innovative ways to provide information to our diverse community. Funding
education would improve the provision of needed tools and information. "Being ready" is a
challenge and the changes in today's weather tracks require up to date information and
skills.
) F 41'
4. You MUST attach a copy of a flyer, brochure or announcement of the event.
BUDGET:
Conferences/Education for Staff or Board
Registration Costs_$325/person prior to April 30.
Travel Costs: Appx $250/ person /rnd trip
Dissemination Costs
List Other Costs Per Diem~ 114/person
hotel = $486/person
25% cash or in-kind from (Source) County Dept would pay reaistration costs
{$650.00)
Total Cost: _$2350
Foundation Request: _$1762
Section 11I- Proiect Reauest Form: Working with a consultant 1'\ Jf\
Funding for a consultant for strategic planning, coalition building, fund-raising planning, needs assessment,
grant writing or board governance. Appropriate documentation required.
Please send one original and one COpy of the application. Do not use folders or report covers.
1. Describe how you intend to use the consultant. (Purpose)
2. Who on the board or staff will have primary responsibility for shaping the project, working with the
consultant, and implementing the results?
Updated I 1-29-06
3
16r4
3. Attach a copy of the consultant's resume and proposal or work plan.
BUDGET: N/A
Consultant
Total cost of consultant
Total number of estimated hours
Other
25% cash or in-kind from (Source)
Total Cost:
Foundation Request:
Section IV - Proiect Reauest Form: Equipment/Technology: Tools, Training and/or Technical
assistance
Needs related to meeting the mission of the organization.
· Please send one original and one copv of the application. Please do not use folders or report covers.
1. Describe the purchase or need for training or assistance:
. Equipment/Tools:
. ,echnical training:
. Technical Assistance:
Updated 11-29-06
4
16F4
2. How will you use this purchase?
3. Is this a new or a replacement item
4. How has your Board of Directors been involved in determining this need?
5. CFCC requires that you attach a Purchase Order, Estimate or Invoice from the vendor
BUDGET: N/A
Equipment/Technology: Tools, Technical Training and/or Technical assistance
Equipment Costs
Training Costs
Technical Assistance Costs
Other
25% cash or in-kind from (Source)
Total Cost:
Foundation Request:
PROPOSAL CHECKLIST
of' COMPLETE
Updated 11-29-06
5
Please send or drop off one oriainal and one copy to:
Community Foundation of Collier County
Attn: Professional Development Grants Committee
2400 Tamiami Trail North Suite #300
Naples, FL 34103
~ 649-5000
16F4
Updated 11-29-06
6
t'age I or ~
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IAEM SE ASIA
WEB SITE
CHINESE
ESPANOl
fRANQ\IS
rr~LJANO
~QRTUGUf:;~
Membership Flyers:
ITALIANO
eSPAAOL
~UNGARIAN
UKRAINIAN
2007 NATIONAL CONFERENCE ON COMMUNITY
PREPAREDNESS
Partnerships and Collaboration Through Citizen Corps
June 10-13, 2007
Hilton Alexandria Mark Center, Alexandria, Virginia
Welcon
~_Q!!.L
on Co
~reDa
~'
R!!9~!!!J'Qnlil1~ I Abo~ the Col!!!,rence I ~~mla I f;all tQr SJl~kers
RE!itl~tra_t!Qn In!91'!!Iatlon I f;~l1f@rence Hot@!
~hl~!.t~~ I SDOnso~hiP...
Confe
(02/23,
~
Come join us to .n
Aoem
Docur
~
· Share best practices on community preparedness
· Get suggestions on how to reach out to specific population
segments
· Learn innovative approaches to funding
· Hear updates on Department of Homeland Security initiatives
. Network with other Citizen Corps partners
. Find out how others are addressing Iiability,issues
. Hear ideas on engaging elected officials
. Listen to findings from citizen preparedness research
. ...and much, much more!
Calif,
(02/23
propo
NEMA
hl!Wf!
Memt
The conference is being hosted jOintly by the International
Association of Emergency Managers (IAEM) and the National
Emergency Management Association (NEMA). The conference is
open to all who are interested in making their communities safer,
stronger, and better prepared for all types of hazards.
(attendl
About Citizen Corps
Now in its fifth year, Citizen Corps has grown from an idea born out of the
tragedy of 9/11 to a full-fledged grassroots movement to engage
American citizens in community preparedness and securitY.k~arn~poU!
the_""'QLk_QLf;i!!ze1LC:~r~.
Agenda
EI Confer@I1C.lLsched!lJ~ (02/23/07)
EI Ag~!!lt~J'J~I!J'-lrnLQocumenj (02/23/07)
http.llwww.iaem.comINCCC2007.htm
2/26/2007
.L~"""'''''''''-'''':'VV I
page 1. or 5
Call for Speakers
EJ Download the c::all for Speakers (02/23/07).
EJ The deadline for proposals is Mar. 23, 2007.
16".4 ~1
Registration
EJ $325 for all conference registrants from now until April 30,2007.
EJ $425 for all conference registrants beginning May 1, 2007.
Conference registration includes:
EJ Participation in general and breakout sessions
EJ Breakfast on Monday, Tuesday, and Wednesday
EJ Lunch on Monday and Tuesday
Conference Hotel
Hilton Alexandria Mark Center
5000 Seminary Road
Alexandria, Virginia 22311
Phone: 703-845-1010 Fax: 703-820-6425
$162 single/double - Contact the hotel directly to reserve your room, and
refer to the National Citizen Corps Conference to receive this special rate.
. To make a hotel reservation and ensure that you receive the
special rate, please cll~k hertil.
. Or you can call the Hilton Alexandria Mark Center (703-845-1010)
or Hilton toll-free reservations (1-800-445-8667). If you call the
toll-free number (1-800-445-8667), you must specify the Hilton
Alexandria Mark Center, as there are several Hiltons in Alexandria,
Virginia. Alternatively, you may call the hotel directly (703-845-
1010).
Located In the West End of Historic Alexandria, the Hilton Alexandria
Mark Center Hotel offers elegance and attentive service combined with
value. The hotel Is within sight of the nation's capitol and just 10
minutes from the central business district of Washington, DC. Hotel
guests are also near the quaint waterfront galleries and shops in Old
Town Alexandria, Virginia.
!ljY>U.LwWlI'tlJ11!tQn &om / en.-!.l5 /h iLI).Qtel / DCAAH 1:fJ'__tfllton -AIE!l';a nd ria:
~a rk-Cent'!~-lI'lrglI1JaLirrdex,-<!Q
Exhibitors
Non-profit and government:
EJ $500 from now until Apr. 30, 2007
EJ $750 beginning May 1, 2007
For-profit companies:
EJ $850 from now until Apr. 30, 2007
EJ $1,100 beginning May 1, 2007
Exhibitors will receive:
http://vo/\vw.iaem. comINCCC2007 .htm
2/26/2007
l~L\....-LkUU I
r <.tgIV J Vl. J
1.. I'
o
a
.
,
E110xlO space
EI conference registration for one person
[more details and floor plan to be posted soon]
Sponsorships
Conference sponsorship opportunities are available at the 2007 National
Conference on Community Preparedness. A partial list of sponsorship
opportunities is shown below. To discuss being a conference sponsor,
please contact Clay Tyeryar, CAE, at ~W.!l!:Y."'-tksmii.n~t or 703-538-
1795. A complete conference sponsorship flyer will be posted soon.
. Platinum Conference Sponsorship ($15,000) - Sponsors receive
premiere recognition on pre-event materials, prominent
entrance signage, and designation as a specific meal or break host
(choose one).
. Opening Reception, June 10,4-6 pm in Exhibit Area ($10,000)
. Two Conference Luncheons, (Monday and Tuesday at $20,000
each).
. Wednesday Award Ceremony Luncheon ($25,000).
. Two Breakfasts (Monday and Tuesday at $10,000 each).
. Wednesday Coffee Break ($5,000).
. Registration Bag Inserts ( $500 each item).
. Registration Bags - 1 sponsor ($15,000).
. Listing as sponsor/supporting organization on highly visible
boards at registration and throughout conference ( $1,000).
emergency disaster
Copyright @ 2007 International Association of Emergency Managers
I Contact Us I SiteMap I
emergen
http://www.iaem.comINCCC2007.htm
2/26/2007
16 F 4 '1
2007 National Conference on Community Preparedness
Partnerships and Collaboration through Citizen Corps
Proposed Schedule (subject to change)
Sundav. June 10
4:00 - 6:00: Sponsored netwol"ldng reception with welcoming remarks by
conference hosts, exhibit hall open
Mondav, June 11
7:00 - 8:00: Breakfast and RegistJ'ation, Exhibit hall open
8:00 - 9.00: Welcome remarks
9:00 - 10:00 Plenary: TBD
10:00 - 10:30 Break
10:30 - 12:00 Plenary Panel Discussion: TBD
12:00 - 1:30 Lunch with 20-minute Keynote
1:30 - 3:00 Breakout sessions
. Track 1: Fundinl!
. Track 2: Councils
. Track 3: Citizen Enl!al!ement and Planninl!
. T,'ack 4: Onl!oinl! Volunteer Support
. Track 5: Exercises and Response
3:00 - 3:30 Break
3:30 - 5:00 Breakout sessions
. Track 1: Fundinl!
. Track 2: Councils
. Track 3: Citizen Enl!al!ement and Planninl!
. Track 4: Onl!oinl! Volunteer Support
. Track 5: Exel'Cises and Response
February 21, 2007
16 =-4
.~
Tuesdav. June 12
7:30 - 8:30: Breakfast, Exhibit hall open
8:30 - 10: 00 Plenary: TBD
10:00 - 10:30 Break
10:30 - 12:00 Plenary: TBD
12:00 - 1:30 Lunch with 20-minute Keynote
1:30 - 3:00: Bl'eakout sessions
. Track 1: FundiDl!
. Track 2: Councils
· Track 3: Citizen Enl!al!ement and Planninl!
. Track 4: Onl!oinl! Volunteer Support
· Track 5: Exercises and ResDonse
3:00 - 3:30 Break
3:30 - 5:00 Breakout sessions
. Track 1: Fundinl!
. Track 2: Councils
· Track 3: Citizen Enl!al!ement and Planninl!
· Track 4: Onl!oinl! V olunteel' SUDPort
· Track 5: Exercises and Response
Wednesdav. June 13
7:30 - noon: TBD
February 21, 2007
Dec.
Q,Jll") 1(:1
) "
16F4
",n\{
,... I . J I ~ I 1
).... \" \ ( IL~.
, ~'T('n~lr:'
/',-1 i 1_)1 d \ '.
ITEM NO.:
/J'1 _ EM&- ~ 6C'Jo /pL/
L -~,-- I . '; i
? ::: 1 DATEREcEIvEn:'
FILE NO.:
ROUTED TO:
DO NOT WRITE ABOVE THIS SPACE (Orig. 9/89; Rev. 6/97)
REQUEST FOR LEGAL SERVICES
(Please type or print)
Date: 03/08/07
To: Office ofthe County Attorney, Attn: Robert Zachary
From: Christine Chase
(Name)
Sr. Administrative Assistant
(Title)
Bureau of Emergency Services
(Division)
Emergency Management
(Department)
Telephone # (Verv Important): 417-6025
Re: Community Foundation Grant Application for Specialized Human Services Disaster
Preparedness Training
(Subject)
BACKGROUND OF REQUESTIPROBLEM:
(Describe problem and give background information - be soecific. concise, and articulate.)
This grant application is to fund travel and registration for two Emergency Management
employees to attend the National Conference on Community Preparedness. We are
seeking funding to cover 75% of our costs.
This item has not been previously submitted.
(If previously submitted provide County Attorney's Office File No.)
(Are tbere documents or otber information needed to review tbis matter? If yes, attacb and reference this information.) o.J.. ~
Executive Summary C -:::;:;j
Grant Application r ~ \{O~ ~
Conference Details L.--- . '\
\\~ 0-
~\ / ~
~ ->< \pC:)
,<f
~
~~y
~
~
ACTION REQUESTED:
(Be very specific. Identify exactly what you need in the way of legal services.)
Please review the application for form and legal sufficiency.
Attached is one original contract.
OTHER COMMENTS:
cc:
Dan Summers, Director Bureau of Emergency Services
<All requests must be copied to your appropriate Division Head or Constitutional Officer.)
SITE IMPROVEMENT GRANT APPLICA nON
Ile~1
16Gl
Section 1: Applicant Information
Owner Name: /111 Rill f} !. 0 pC <'" 0...
Owner Address: 202:0 PanJN "'L/- /VA.f&ts, t::::L ''7-111,) -4'1'65
Site Address (if different from owner address):
- 7,'\.I"'\~. -- ( 7th LJ ;<J L-v(1c:;:iLt;: r IL~ <01 Oe; )
d 09:,J. feL'WrV7r rv!~Le<'> FL_?411';) -LI':J.L,?
.
Daytime Phone: (.).'2;9) b.) 1-' do 4 ;:l (., eel L
Alternate Phone:
E-Mail Address:
How long have you owned this property? 'f '/iL'7.
How long is lease term ifleased? (attach copy oflease) '1. "1{L. f t7f.<\.,4..T~ O..Llo I f <) "I )
Tenant Name (Commercial Only):
Tenant Daytime Phone:
Tenant Alternate Phone:
Number of Years in Business at Site Address:
Occupational License Number:
Other Tenant Names, ifany:
Legal Description of Site: Wf'LE X"
First Time Site Improvement Grant Applicant?
~
NoD
Yes
If no, how many applications submitted? Grant(s) awarded? Yes D
NoD
6
Details
16 G }agel(
,I~~:':'"
"; \;)'Tty R';CL'd
1.___0e~~~_ .J ____~_~_~~('lC~__J
u.mmcI
Folio No. 76410240002
Current Ownershi
Prope Add..... 2082 PELTON AVE
awnerName LePERA,MARTHA
Add....... 2080 PEL TON ST
City II NAPLES n
SlaleR FL
u
Zlpl 34112 - 4765
Legalll TAMIAMI HGTS LOTS 10 + 11
Section
11
Township
50
Ran e
2S
Acres
0.32
Ma No.
SA11
Stra No.
6SS300 10SA11
I Sub No. D 655300 TAMIAMI HEIGHTS I :> ArH <': Mlllaoe
.,
I <~ U.. Code I 8 MULTI-FAMILY LESS THAN 10 UNIT I 112 12.4374
2006 Final Tax Roll
(Subject to Change)
If all Values shown below equal 0 this
parcel was created after the Final Tax Roll
Latest Sales History
Land Value S 174,636.00
(+) Improved Value $167,129.00
(=) Market Value S 341.76S.00
I H SOH Exempt Value S 99.281.00
(-) Assessed Value S 242,484.00
I (-) Homestead and other Exempt Value S 2S,000.00
(=) Taxable Value S 217,484.00
.
Dale Book - Page Amount
05/ 2001 /833 - 361 S 0.00
01/2001 2763 - 600 S 167.000.00
06/1997 2322 . 977 S 124,000.00
091199S 2095 - 980 S 15.000.00
SOH = "Save Our Homes exempt value due to cap on assessment Increases.
.I'DD
ttaaII
. .
The Information is Updated Weekly.
...... /I
11'
,-
16Gl
Section 2: Project Information
Existing Condition of Project (attach additional sheets if necessary):
;:;~ l~Q~ skcl,?~
ATTACH "BEFORE" PHOTOS AT LEAST TWO 8XIO COLOR PHOTOS, OTHERS MAY BE
ADDED TO ACCURATELY DESCRIBE THE SITE).
Outline Proposed Improvements in Detail (attach additional sheets ifnecessary):
(\- -;),jf I r/l.oNI' {l.Jt-~~<7 . LI\fvO )~-A/ltJb
List Materials to be Used and Construction Methods to be Utilized (i.e. red bricks,
wood panels, roof type, etc.) (attach additional sheets if necessary):
ALL' ~ll tJ \-'IV' lL:> .JF
ATTACH PHOTOCOPIES OF EXISTING CONDITIONS PHOTOS IDENTIFYING AREAS TO BE IMPROVED.
ATTACH DRAWINGS OR SKETCH OF IMPROVEMENTS. ATTACH COLOR SAMPLES FOR EACH
IMPROVEMENT.
7
16Gl
~ 1~:\ml~R Roofing by HOMEiiLUsi m;E~'.!.~
"a:e Le,i rec li 191 COlliER: 239-774-3957
Locally Owned 1511 S.E. 47th Terrace CHARlOnE: 941-743-6193
Cape Ccral, FL 33904
& Operated Fax 229-541-1456
--fPHONE#
I 601-2426
I
-I FAX
L__
~
02-21-o~_
NAME
Martha Lopera
-----_._'_.~-~~--
STREET
2080 PeKon St.
CITY
L"!!l~!_
I WORK/CELL
~23DaUghter
, JOB SITE
STREET
STATE
FL
ZIP CITY
STATE
ZIP
I~~emove existi:g shin~le ~OOf do:'to workable surface and haul away debris.
· Replace bad or rotted wood if any at the extra charge of$37.50 per man hour plus the cost of materials.
· Install one ply 30Ib. underiayment at sloped roof deck.
· Install 26 gauge galvanized factory painted drip edge and 26 gauge galvanized valley flashing.
· Install galvanized dryer and kitchen vents. Install lead plumbing boots.
· Install 30 year dimensional fiberglass fungus resistant shingles using six nails per shingles.
· Install 60 feet of aluminum ridge vents using screw fasteners.
· All newly installed roof vents and boots to be painted to match shingles.
· Clean up job site and haul away all roofing debris. Run magnet at ground at completion of job.
· Obtain all permits and inspections. All work to meet or exceed applicable building codes.
· Install two ply's modified bitumen at flat roof. One smooth and one granulated
· Shingle color: Drip edge color: Ridge vent color:
All material is guaranteed to be as specified: All work to be completed in a workman-like manner according to standard practices,
Roofing by HOME PLUS, Inc. will carry workman's compensation and liability insurance in aCCOrdance with state requiraments. Any
aKeralion or deviation from above specifications involving extra cost will be executed upon written orders and will become an extra
charge over and above the original estimate. Roofing by HOMEPLUS, Inc. shall not be responsible for damage to the ale lines,
electrical wires. plumbing or other items which may be installed too close to decking. Homeowner agrees if payments are not made
as specified in this contract, he/she will be responsible for any and all collection charges, attorney's fees and all court costs, All
contracts are subject for review by the home office and may be terminated at any time prior to commencement of work. No
warranties will be issued until payment is made in full, including any and all extra charges for woodwork or alterations, Acts of God,
including, but not limited to, hurricanes. tornados, floods. earthquakes, fires, lightening strikes, hail storms. and winds in excess of
wind levels listed in manufacturers Specifications, will void all labor and manufacturers warranties.
Roofing by HOMEPLUS, Inc. guarantees against defecti"e workmanship and leaks for a period of
5
years.
I Work to be Performed for-the SUM of: 1$--8, 780 .00
I---_-----------~---.-------- __ __, ---------------..--__L__________
ACCEPTANCE OF PROPOSAL
TERMS: The above prices and specifications are satisfactory and you are
authorized to do the work.
PROPOSAL WRITTEN BY: CELL PHONE: DATE:
Tom Hardin 872-0850 SIGNATURE:
HQME'PUJSl' YOUR OWENS CORNING PREFERRED CONTRACTOR :~
,-
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CORPORATE OFFICE
5689 IndustrIal 81vd.
Milton, FL 32583
Contractor's License
#01325832
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LOCAL OFFICE
17121 College Club Loop #337
Ft. Meyers, FL 33913
Phone: 239-931-7669
Toll Free: 888-709-7663 (ROOFI
CUSTOMER
(Y)l;kthp.
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HOME BUSINESS
CITY/STATE
CONTRACT
~ECOVERROOFWITH 5.() Y /.fJ.;~L 0 METALEDGINGOZx2011I2x 11/Z DoTHER
o REPA'R ROOF WITH &I"R,OGETYPE03-TAB Oz RIOGE IdS'THER ~ l.~pl."
ur'SrvLE OF SHINGLES IiF'BERGLASS !:1vooo CbTHER_ 0 WINO TURBINE 0 POWER TURBINE e6THER /<,-,,,>, 1.......'"
o REPAIR APPROX SHINGLES RIOGEFoor c;r NEW SO'L STACK FLASH'NGS_' lIZ" 22" L3" _4"
o COLOR OF SHINGLES 0 CUSTO'lER Cd'ACE 0 VENT STACK .." 6" 8" ROOF PITCH
@"3t.2...YEAR(S)MANUFACTURER'SL'MITEDWARRANTYONSt+'NGLES g ~KYLlGHT OBRONZE OWHITE
~EAR(S) LIMITED WARRANTY ON SHINGLE lABOR (TRANSFeRABLE) (3""""PAINT ROOF STACKS WITH ANTIRUST PAINT
~UARANTEEpN MA TERlAllNSTALLED ONLY BY WEST COAST 0 CtftMNEY, SKYlIGHT REPLACE STEP FlASHING DMASONRY FlASHING
liY TEAR OFFl!JONE LAYER Orwo LAYERS O:lTHER IJ"FLAT ROOF OBUR lilftOO'FIEO 0901b ROLLED ROOFING
liV j'ROTECT SHRUBS ON TEAR OFF (AS NEEOEO) J:iI' Z- LABOR WARRANTY ON FLAT ROOF
UYOECKING/h 1"'-,4'/ '* []FASCIA 47.{;Sd. ,F- El'CLE..NUPANOHAULOFFROOFINGDEBRIS G::LEANGUTTERS
~ FjEPLACE FELT PAPER U.L. RATEO J(Jeir Id"ROLL NAIL MAGNET THROUGH YARO
~DOUBLEEAVES OCUT BACK EAVES OSINGLEEAVES 0 CORN'CEOOPENOBOXED
~EW VALLEY lSlGALVALUME MET~L AND CLOSED !JJPEN g poES DRIVEWAY ~VF CRACKS?.D M'NOR OMAJOR
g' NAILS ONLY (NO STAPLESV' It ") ,,~ /'<' sl.,;;-'t...- [9""STATE LICENSED 9ti'ONDED BlNSURED
SPECIALlNSTRUCT'ONSORREMARKS IG.,~ Jl.- e '~2 ,.....F ;;;;~L1 J" ,.&~~'~ :':;~~ /~~/:.._
i<rl,,/~.J ....02ff_ ;_.J. __b_L_' ,V'<A:-""_J-~__':j." ~rcl
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'NSURANCE CO,:
ADJUSTER:
CLAIM*.
PHONE:
,f:rl/
'0
This proposallcontrad between West Coast Metal RoolIng & Construction (the "Company") and lhe cuslomer(s) namecf above (Itle ~Customer"). Bnd any lI!Qreement maoe
plXStJafll thereby, is subjected 10 all applicable 1aws.I'eQ\lNllions and ordinances, and to the following specl8l tefmS and conditfons:
1, THE PROPOSAl. TO PROVIDE MATERIAlS AND PERFORM SER\'ICES. AS SeT FORTH ABOVE. SHAll NOT BE BINDING ON THE COMPANY IJNTrl SIGNED BY THE
CUSTOMER AND THE COMPANY'S AUTHORIZED REPRESENTATIVE. AI such time as this proposal is signed by all parties named Bbove. !hen Ihis proposal becomlts a
biodingconfntcl.asoflhatdMe.
COMPANY PROPOSES 10 furnish labor and materials in 8CCOfdaIlce with the above speciticlllions. for the sum of $
PAYMENT OF THE CONTRACT AMOUNT TO BE MADE AS FOLLOWS: A down payment of S ~O is due upon execution of this contract by aD
parties required to execute it, wiIh the balMce payalJ'e in lull immlildialely upon completion of !he contract tenns by Company unless olhetwise agreed to in writing by West Coasl
Metal Roofing & Conslructioo. Delinquenl unpaid balance beginning on !he 15th day aner completion droot profed shall be paid at lfle rate of 1 1/2% p"r month, ANNUAl
PERCENTAGE RATE OF 18%. A"omey feas and COIK1 costs will be addlKl if placed for collltdfOfl. Payable in MiIlOfl, Santa Rosa Counly, F/Qrida.
The place for payment shalt be: 5689lnduslrial Boulevard, Millon, Fl 31583.
1. This contr&cl provides for maleria{s neP.ded to complete roof projed staled in ltIis clJntrad. Any leftover material will remain the property of WtJSI Coast Malal Ro<}ling <'!.
Construction unless olt1elWise authonzed in Wliling by a West COilst representative. CUstIJm&r is responsible to 5eOJnt aU pets that may escape dunng roof installm~nt.
Cuslomer responsible for remoVing all items from walls, shelve, or '::.eilings that might fall during' roof conslrudion. Customer Is responsible to cover afl vahJables in al:t.c
2, West Coast Metal Roofing & Construction will not be held liable fO( ltle ~trect of the new roof installation upon weal( or detefioT'aled <:!xisting struclurnl '-~ements such as, bul
not Ilmcted 10, ~ boards thai spill or C"..mck dllOng in~tanatiO/l, r.radls in walls or ceilings, paint chipping, nail IlOPS, times dropping, mortar cracking, gllltef'S dropping, roof sag, alc,
In llle course of normal roofing procedures, Wortmanship warranty covers proper instailalion issues 8Calrding 10 manufacture speciflcallons. WOI1;manshlp warranty does nol
indIJde damage done by 3fd partles, animals, storms. or other acts of God. West COIIsl Metal Roofing & Construction will not be held nable for repaIrs or replacement of l:rad;ed
driveways. Any overtlead & prom (O&P) paid by Insurance compsny wiR be paid to West Coast Melsl Roofing & Consl1uctlon herein decreed the "General Conlrnctor"
Customer by signing below, ar.knowledges thai he has read end agrees to all the terms and conditions of this contract as set fot1h abov..
CUSTOMER ACCEPTANCE:
Accepted by
D...
Cuslomer authOfized West Coast Metal Roofing & Construction to piece materi8l, truck and/or lraiter
Dlnfllal
CUSTOMER ACCEPTANCE:
Dale
Ault10rtted Representative
Date
CUSTOMER:
ADDRESS:
APAPITAL
I' RDD~!1Y.@_
& Sheet Metal. Inc.
2528 Andelusia Blvd. Cape Coral, FL 33909
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~ropo5al
ToU Free: (8BS) 361-7663
Lee County: (239) 242~7663
Charlotte County: (941) 629-0805
Collier County: (239) 775-6650
Fax: (239] 574-9682
'1
&'0/- 'J..Li ^'-
CITY. STATE. ZIP
JOB NAME:
JOB ADDRESS
CITY, STATE, ZIP:
FAX;
CELL:
E-MAil:
SHINGLE ROOF REPLACEMENT:
1.)
2.)
3.)
4.)
5.)
6.)
7.)
8.)
4/,'1
.
Remove the existing roof down to the wood decking and dispose of properly.
Replace any deteriorated wood decking at a rate of $ ')00 per sq. ft. for plywood and/or
$ Lt. 0 ~ car lineal ft. for fascia, or plank.
Install one ply felt mechanically fastened to deck, per building code requirements.
Install new kitchen and dryer vent flashings: 4"./'" 10"../'""
Install new lead plumbing flashings: 1.5" 2"~ 3" J 4"
Install new drip edge to perimeter edges: LF --:-,::r PC'? Color
.
Install metal valley flashings. per building code requirements.
Install new fiberglass algae resistant: 0 25 Year IIJ-3o Year 040 Year 0 50 Year
o 3 tab / 0 dimensional/architectural shingles per manufacturer specifications. Color
Perform a fine clean up and remove any related debris upon completion. Sweep yard using magnet.
All work to be performed by experienced mechanics, fully covered wilh the proper amounts of Workmen
Compensations and GeneralliabiUty Insurance.
Capilal Roofing to obtain all permils and necessary inspections.
Provide a '1 year workmanShip warranty and all manufacturers written warranties.
SLOPE:
LAYERS:
I
"i4LA
9.)
10.)
11.)
12.)
Options: Install
lOe L.F. of Cobra / Ventsure ridge venting at ridgelines. $
:;:: 11.<:' .
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(.;) ~ 5L-,,~
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Notes:
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All malelisl Is guaranteed to be as specified. All work to be complelBd In a workman-like manner according to slandard practices. Any alleralion or devia-
tion from above specifications involving exlla coati will be executed only upon written Ofders and wiN become an exll1l charge over and above the esll-
mate. All agreemenll conlingent upon atrikes, accidents or delays beyond our conltol. Owner to carry fire, tornado and other necessary insurance. Capital
Roofing & Sheet Melal, Inc., wiH not be responsible for any damage to the Ioteriof of Ihe home caused by a defective roof.
Any rotten wood Of hidden problems that need rapen before work can be completed win be charged attme and materials or the owner can make the nec.
essary repairs and then notify Capital ROOfing & Sheel Metal, Inc., 10 complete the contract. When doing nal roof only, Capital Roofing & Sheet Metal is not
responsible for leMs coming from sloped area above.
We propO!l' 10 fumish material and labor - complete In accordance with the above specifications for the sum of r
II.., {)~"- {J.,W-J...... f't<." '-1"'^ C~ 0011'''($ ~ I ' ,
PaymentToBeMadelnPersonAsFolIOWll: O.o'.~o,"lIP' 08CreditCard# Fxp._ DCheck#
All deposits are non-refundable prior to midnight 0' the third business day after Il'1e C8le Of me tral'1sactlOns.
Buy.,. right to cancellation: You the buyar may cancel this IranS&Ction at any tlme prior 10 midnight of the third business day alter the dale of Ihe trans-
aclion. Notice musl be received in writing, by certiflect mail or by telegram, post marked not later than midnight of Ihe third busineH day after the date of
transaction. No warranties will be issued until payment Is made in fuN, Indud1no any and all extra charges for woodwork or alterations unless SP8Clfically
detailed on lhe face of the contract.
Acceptance or Contract: In Il'1e event an atlorney must be hired by Capital Roofing & Sheet Metal. Ine. to conatrue, enforce or defend this contract
(Including any appeals) Ihe undersigned will be responsible for all attorney fees and oul of pocket expenses. The above prices and conditions are satisfac-
tory and hereby accepted. You are authorized 10 do the work. Payment wWI be made as outlined above. Bills outstandIng shall bear inlerest at the rate of
18% per annum
ACCEPTANCE OF PROPOSAL
The above prices, specifications and conditions are satisfactory, and are hereby accepted. Payment wilt be made as outlined in above. The contractor re--
serves the right 10 accept or reject this contract and msy do so at any time prior 10 ordering msterial.
Customer
Signature
Capital Roofing (), _ 9
Signature ~~ I"'t.-~
Witness
Date
l\.lnTI:"' Thl.. ""r~""_~_'
ALL FENCE
S.H.LE: c::e>>--.-=-_
1( f" 1
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. Metal 6 FT
. Wood 6 FT
. Chain Link
SE HABLA ESPANOL
Ph:lTel: 239-247-2367/239-645-3364 .6a
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6 L-VP61h1, - (2~
/e2-roV 5-1.
. Galvanlzado 6 FT
. Madera 6 FT
. Alambre
~ropo5al
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Bill To:
02 O<fO
HOUSE
dart-" 34//z-
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f.Q... Ft
Front
LFt
Terms
Sales Rep
C;;;7 7/hl/J
fl/(g; iE14;::"
~-'f:Y'"
- ..t6'L Fe
PRICE: $
OTHER: $
:::! 6' if JI i: 0-' k; :12
r:;y C~". ~
P. 0~'r~) 7,,':.41 &)c>;;
~ '4, 34<i~"
VIf\YL 6'
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PERMITS: $
TAX: $
,
TOTAL: $
DEPOSIT: $
CHAIN LINK
+ erml S & Tax
,-5~l
BALANCE: $
CCJ?r-; ;
s~ 7'(/~1'
+ Permits & Tax
57) 'Y
, ""u)
Customer hereby assumes full responsibility for the location oflhe lines upon which the fence is to be installed, and for the location of any and all
underground cables, pipes, sprinkler systems, septic tanks, etc., and clearing the fence line of any trees, brush or other obstructions. Jfwe should encounter
underground rock or other underground obstructions, there will be an extra charge. ALL FENCE is not responsible for damage, desasters, hurricanes or
accidents. Wheather may delay starting and completion date. All agreement contingeDt upon strikes, accidents or delays is beyond our control.
ACCEPT ABLE OF PROPOSAL ~ The above prices, specifications and conditions are satisfactory and are hereby accepted. You are authorized to do the
work as specified. Payment will be made as outlined above. We understand that there will be a monthly charge of 1 1/2% of balance after due date.
AUHTORlZED SIGNATURE
DATE:
!
!
16G1
\-"
Pride Fence Corp.
3230 4th Ave NE' Naples, FL 34120' Ph: 239-304-3233' Cell: 786-290-8619' L1e# 27945
Proposal Submitted To: 0 " We hereby submit specifications and estimates for:
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Address: , { ,,' ( , \\ " .\\ ,;,; -
Phone #i, ' \ . \ ,,1(01 Fax #:
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Jropogal
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We hereby propose to furnish material and labor-complete in accordance with the above specifications for the sum of:
$
Dollars, with payments to be made as follows:
Any alteration or deviation from above specification involving extra costs Respectfully Submitted
will be executed only upon written order. and will become an extra charge
over and above the estimate. All agreements contingent upon strikes.
accidents. or delays beyond our control. Nole- this proposal may be withdrawn by us if not accepted within_ days
amptance of tlropolSal
The above prices, specifications and conditions are satisfactory and are
hereby accepted. You are authorized to do the work as specified.
Payments will be made as outlined above.
Signature
Date of Acceptance
Signature
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16Gl
POINT EVALUATION FORM
A point system will be used by CRA staff to evaluate projects, using the following table
(application must clearly indicate what project provides to get the points associated with that
item):
POINTS FORM
Project Provides Points Points
Available Awarded
Removal of false fa~ade, awnings, canopies, porches, signs or old en~ryway I
New oorch, awning, and/or canopy I
Construction of new public entrance I
New signs, on building or monument I
New paint only I
Paint complements the "Old Florida" style I
Design consistent with the "Old Florida" style I
Replacement or repaired windows or doors I
Swales and stormwater improvements 2
Repointing of mortar joints for brick or stone fronts I
Woodwork repair, replacement or new installation I
New Roofing, rain gutters, or soffit I I
Stucco or siding work I
Parking improvements (Commercial) 2
Driveway replacement or improvement (Residential) 1
Landscaping improvements and irrigation system 2
Hurricane protection (storm shutters, windows, doors) 2
Fencing I I
Subtotal 2-
Other Criteria
Applicant has funding and is prepared to begin permitting process and hiring 5 5
of qualified contractors immediately following CRA approval and complete
all work within one year of approval by CRA
Improvements will allow applicant to remedy existing code enforcement 5
problems
I'" time Site Improvement Grant applicant (repeat applicants quality for points 5 ('
if grant not awarded previously or 2nd Commercial site)
CRA contribution of25% or less of the total project cost 10
CRA contribution of 26% - 50"10 of the total project cost 5 .<)"
Subtotal
TOTAL 1'1
NOTE I: Any alterations in the project must be pre-approved by the CRA to avoid revocation of funding. In the
event that the total funding request from all applicants exceeds the amount available for this grant cycle. funds will
be awarded at the final discretion of the CRA based on the merits provided to the redevelopment area.
NOTE 2: Grant is for renovation/improvement of existing structures. Grant may be awarded for improvements made
to "existing" structures as part of a new construction project (example: hurricane quality window replacements on
existing structure as part of residential room addition or commercial office expansion).
3
1681
Section 3: Project Cost Information
Estimated Project Cost:
ALL WORK TO BE COMPLETED BY A CONTRACTOR MUST HA VE AT LEAST TWO (2)
WRITTEN ESTIMATES OR QUOXES ATTACHED TO THE APPLICATION.
Estimated Requested from eRA $4'~ 17'1,.10 .
Residential owner-occupied (up to SOYa of the total project cost, up to, but not
exceeding $8,000.)
Residential rental (up to 33% of total project cost, up to but not exceeding $8,000.)
Commercial (up to 25% of total project cost, up to but not exceeding $8,000.)
COPIES OF ALL RECEIPTS AND/OR CANCELED CHECKS WILL REQUIRED UPON PROJECT
COMPLETION AS PROOF THAT ALL MATERIALS AND CONTRACTED IMPROVEMENTS HAVE BEEN
PAID. NO REIMBURSEMENT WILL BE MADE BY THE CRA UNTIL ALL RECEIPTS AND/OR CANCELLED
CHECKS HA VE BEEN RECEIVED AND VERIFIED.
lI'oRCRA USEONLV
Total Estimated Project Cost: 4i>f/.1?' ()
.,t ., 1f:""1Q. ~_
Request from CRA: ~
Pen:entage of Total: 10 '?
J /
i<:;:-;&! .--1Cn -f c...
Owner Signatur
QjjO'1/~~:)~
Date
o ner Signature
7
,
Date
() Z /2[/0 7
Dati /
8
16Gl
PROJECT INITIATION AND COMPLETION FORM
(to be submitted with Site Improvement Grant Application)
I, J1J,l,eH."" L 0 DM'.<l , ownerLteaant" of the property located at
,JO,fu !.lcJ,U Pc ('-/"I~J Ave.-- ,have the funding and capability necessary to begin the
site i~rovements listed under Section 2 of the completed site improvement grant application
and have the ability to complete all improvements within one year of the approval of the site
improvement grant by the Collier County Community Redevelopment Agency.
/d#cv .~~
8:gnature ofOwnerfTe ant (Commercial only)
;Jbo&(I)
Dat" /
Signature ofOwnerfTenant (Commercial only)
(if jointly owned or leased)
Date
Signature of OwnerfTenant (Commercial only)
(if jointly owned or leased)
Date
9
/~ ? J. 31
16"~ lkJ?
GRANT AGREEMENT BETWEEN eRA AND OWNER
FOR SITE IMPROVEMENT FOR BAYSHORE/GATEW AY TRIANGLE
REDEVELOPMENT AREA
THIS AGREEMENT ENTERED this 27th day of March, 2007 by and between the
Collier County Community Redevelopment Agency (hereinafter referred to as "CRA") and
Martha Lopera (hereinafter referred to as "Owner").
W ITNES SE TH:
WHEREAS, in Collier County Ordinance No. 2002-38, the Board of County
Commissioners delegated authority to the CRA to award and administer CRA grants including
contracts with owners for CRA grants; and
WHEREAS, Owner has applied for a site improvement grant in the amount of $7,579.30
dollars; and
WHEREAS, the CRA has determined that Owner meets the eligibility requirements and
was approved for a grant award in the amount of $7,579.30 dollars on March 27, 2007 ("CRA
Approval"), which is 50% of the costs to construct the site improvements.
NOW, THEREFORE, in consideration of the mutual covenants contained herein and
other valuable consideration, the parties agree as follows:
I. Owner acknowledges to the CRA that Owner has received a copy of the Collier
County Community Site Improvement Grant Program (hereinafter referred to as "Grant
Program"), that Owner has read the Grant Program, and that Owner has had ample opportunity
to discuss the Grant Program with Owner's counselor advisor. Owner further acknowledges to
the CRA that Owner understands and agrees to abide by all of the terms and conditions of the
Grant Program. Owner agrees to the terms and conditions of the Grant Program.
2. Owner is the record owner of property described as 2080/2082 Pelton Avenue.
3. Owner has agreed to make certain improvements to the property pursuant to the
grant application submitted to the CRA dated February 28, 2007 attached hereto as Exhibit A
and incorporated herein by reference.
4. Owner agrees to complete the construction of the Site Improvements within one
(1) year of CRA Approval. Owner also agrees to fund at least 50% of the costs of the Site
Improvements.
FY2007 SIG Agreement
16Gl
5. CRA has approved a grant to Owner in the amount of $7,579.30 to be
administered pursuant to the terms of this Agreement based on an estimated cost of $15,158.60.
If the actual costs are less than the estirnated costs to construct the Site Improvements and less
than $8,000, the grant amount shall be reduced dollar for dollar in matching CRA funds as
determined by ratio of matching private funds required.
6. Unless prior disclosure is included in the grant application, no Owner, or any
immediate relative of Owner, shall serve as a contractor or subcontractor for the construction of
the Site Improvements and no Owner, or any immediate relative of Owner, shall receive
compensation for labor for the construction of the Site Improvements. An immediate relative of
Owner shall include mother, father, brother, sister, aunt, uncle and cousin or family member by
marriage to include mother-in-law, father-in-law, brother-in-law and sister-in-law.
7. Owner agrees to obtain all necessary permits and submit any required plans to the
County's Community Development and Environmental Services Division. Upon completion of
the work, Owner shall submit to the CRA staff a project summary report, two (2) 8 x 10 after
photos, a list of materials and construction techniques used, a list of architects and/or contractors,
and any other information specific to the project or requested by the CRA staff. The CRA,
through its staff, shall confirm that the Site Improvements were constructed pursuant to the terms
of the application approved by the CRA.
8. Within forty-five (45) days after confirmation that the Site Improvements were
constructed pursuant to the terms of the approved application, Owner shall be issued a check in
the amount of the grant. However, if Owner fails to make the improvements pursuant to the
terms of the approved application, or if the project is not completed within one (1) year of CRA
approval, or if Owner fails to fund at least 50% of the cost of the Site Improvements, the grant
shall be deemed revoked and Owner shall be entitled to no funding.
9.
of Florida.
This Agreement shall be governed and construed pursuant to the laws of the State
10. This Agreement contains the entire agreement of the parties and their
representatives and agents, and incorporates all prior understandings, whether oral or written.
No change, modification or amendment, or any representation, promise or condition, or any
waiver, to this Agreement shall be binding unless in writing and signed by a duly authorized
officer of the party to be charged.
11. This Agreement is personal to Owner, and may not be assigned or transferred by
Owner or to Owner's respective heirs, personal representatives, successors or assigns without the
prior written consent of the CRA.
FY2007 SIG Agreement
2
1631 l
IN WI1NESS WHEREOF, the parties have executed this Agreement on the date and year
first written above.
(1)
OWNER:
By~ ~~<>-
11 fJ ATf(f} j ope ~ 0-..
PrintedfTyped Name
0...J
Printedffyped
(y!~(};;,ld;v
1-i/~ CH? !JCt-! rdrfl
Printedffyped Name
, ^\1)~J . r ~~t,...
A~Sr: .~ (~\
D?lI9.tE. BR<X*, Clerk
. :<, !:'J.' _J :
~" 't;
COLLIER COUNTY COMMUNITY
REDEVELOPMENT AGENCY
~~
By'
'DO ~C
Approved as to form and
legal sufficiency:
tlt.~~.f. ~-~
o' tudent-Strrling /~. ~ '0
Assistant County Attorney
:'1'2007 SfG Agreement
o
,
16 J J
BOARD OF COUNTY COMMISSIONERS
MISCELLANEOUS CORRESPONDENCE
March 27,2007
!MISCELLANEOUS ITEMS TO FILE FOR RECORD WITH ACTION AS
DIRECTED:
A. Districts:
)1 )
J
Port of the Islands Communitv Development District: Document
from Minutes of Special Meeting of January 22, 2007; Minutes of
October 13, 2006; Agenda for October 13, 2006.
Golden Gate Fire Control and Rescue District: Five Year Plan
2007-2012.
H:\DA T A \FRONT DESK - 2007\2007 Miscellaneous Correspondence\032707 _ misc _ corr.doc
161
11 ~\
MEMORANDUM
Misc. Correspondence Agenda
Date
Agenda Item #
TO
Sue Filson, Administrative Assistant
Board of County Commissioners
FROM:
Derek Johnssen, General Accounting Manager
Clerk of the Circuit Court/Finance Department
DATE:
RE:
March 5, 2007
Miscellaneous Correspondence - BCC Agenda
Please place the following item on the next available BCC agenda and call me at extension 8350 with
the date and Miscellaneous Correspondence agenda item number.
Port of the Islands Community Development District
Port of the Islands Community Development District has submitted the following items:
a. Minutes of Meeting held October 13, 2006,
b. Document from Minutes of Special Meeting held January 22, 2007.
Thank you
\special\special
Mise Carres: I '1
Date41l , 0
item # 11.0 r I ILL
';OJe3J to
Port of the Islands
Community Improvement District
161
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Severn Trent Services, Management Services Division
210 North University Drive, Suite 800 - Coral Springs - Florida 33071
(954) 753-5841 - (954) 796-0623 fax
February 22, 2007
Memorandum To:
Mr. Robert Dick
Severn Trent Services, Inc.
5726 Corporation Circle
Fort Myers, Florida 33905
Reference:
Document from Minutes of Special Meeting Held January 22, 2007
and Approved February 9, 2007
From:
Calvin Teague
District Manager
Enclosed for your records is a copy of the affidavit which is part of the minutes of the above-
referenced meeting of the Port of the Islands Community Improvement District's Board of
Supervisors. Please make this document available to the public during normal business hours.
If you have any questions, please call Janice Swade at (954) 753-5841.
Cc: For information purposes only:
Clerk of the Circuit Court
c/o Mr. Derrick Johnssen
2671 Airport Road, Court Plaza !II
P.O. Box 413016
Naples, Florida 34112-3016
Vr:L
Mr. Jim Mudd
Collier County Manager
Governmental Center
3301 East Tamiami Trail
Administration Building
Naples, Florida 34112
FfB ;J ,
- 6 2007!
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Naples Daily News
Naples, FL 34102
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Affidavit of Publication
Naples Daily News
+
,
j 0120 NOTICE OF
. MEETING
,
PORT OF THE ISLANDS
210 N UNIVERSITY DR #702
CORAL SPRINGS Ff, 33071
REFERENCE, 010948
59345582
NOTICE OF MEETINGPOR
NOTICE OF MEETING
PORT OF THE ISLANDS
COMMUNITY
IMPROVEMENT
DISTRICT
. A' ,sp'ec't&,.,'M~eli,tlg:id6f
the Boar'dcif supervl:
sors of the Port of the
Islands 'communitr Im-
provement Distric will
be held on ,~onday, Jilp-
uary 22, 2007 at 1,2:00
i5~ogt i~lnf:~f' ~~~~;
Naples, Florida to dis;
cuss real estate issues,.
The meeting' is open, fo
the public' an'd 'will be
conducted in accord-
ance with. the provi-
sions of Florida law for
Community .Improve-
ment Districts. -The
meeting maybecontin-
ued to a date" time,' and
place to be spee:ified on
i the record at-the,l11eet-
ing, A copy ofthe,agen-
da for this meeting may
be obtainedfromSe'(-
ern Trent SerV,ices;';nO
North Universi~Y ,Drive,'
Suite 800, Coraj"SPtings,
Florida 33071.
State of Florida
County of Collier
Before the undersigned authority, personally
appeared B_ Lamb, who on oath says that she serves
as Assistant Corporate Secretary of the Naples
Daily News, a daily newspaper published at Naples,
in Collier County, Florida: that the attached
copy of advertising was published in said
newspaper on dates listed.
Affiant further says that the said Naples Daily
News is a newspaper published at Naples, in said
Collier County, Florida, and that the said
newspape:C has~h2retQfoIe been continuously
published in said Collier County, Florida, each
day and has been entered as second class mail
matter at the post office in Naples, in said
Collier County, Florida, for a period of 1 year
next preceding the first publication of the
attached copy of advertisement; and affiant
further says that she has neither paid nor
promised any person, firm or corporation any
discount, rebate, commission or refund for the
purpose of securing this advertisement for
publication in the said newspaper.
.. - - - - - - -- - -- - - - -- - - - - - - - --..)' -- - - -- - - --
Signature of Affiant ~~ . ~ J
,
-+ - --
rl~~iew~~ Yon~ e oro~~~~ ]
Supervisors will partici-
pate by telephone. At
the above location there
will be present a speak-
er telephone so that any
interested person can
attend the rileetingat
~i:f~~~l7~~~~~Oi~~~ I
I gla~e eIther In person or ~
cKti;~lephone communI_
Any person requIring
SpeCla! accommoda.
tlOns at thIS meeting
because of a dIsability
or phYSical ImpaIrment
should cOntact the DlS
tnct Office at (954) 75]
5841 at least three cal-
endar days prior to the
Illeetrng.
Each person who decid-
es to appeal any. action
~aken at. these. meetings
IS. advised thatJ'erson
WIll need a recor of the
proceedings and that
accordingly, the person
may need to ensure that
a verbatim record of the
prccecdings Is made in
cludlng the testlman;
an.d ('vidence upon
whIch such appeal IS to
he based
PUBLISHED ON,
01/19 01/19
AD SPACE,
FILED ON,
81.000 INCH
01/19/07
Personally known by me
C)roo
this .,36-\-nday Of~""lJo.A6 20Q,l
o G..1Y\~",O"l .
. -
Sworn to and Subscribed before me
^,
"-"~>~:""
,,',t~.:.!'.~,;~,,_ Chanel A. McDonald
;~(;il;j;) MY COMMISSION # DDI1010J EXPIRES
o;~~~~;~.,.;- lune 29, 2007
""7f,,f,;'" BONDED H-I/(U IROYFAIN II'lSIJRANC[ INC
Calvin Teague
District Manager
Jan. 19 No. 1505857
161
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Port of the Islands
Community Improvement District
Severn Trent Services, Management Services Division
210 North University Drive, Suite 800 - Coral Springs - Florida 33071
(954) 753-5841 - (954) 796-0623 fax
February 26, 2007
HECE!VED
MAR 0 1 20011
Memorandum To:
Mr. Robert Dick
Severn Trent Services, Inc.
5726 Corporation Circle
Fort Myers, Florida 33905
r-!NANCF DE:Yi-
Reference:
Minutes of Meeting Held October
November I O'~JOVV
Calvin Teague
District Manager
)tJJ&
13, ~ and Approved
From:
Enclosed for your records is a copy of the minutes of the above-referenced meeting of the Port of
the Islands Community Improvement District's Board of Supervisors. Please make this
document available to the public during normal business hours.
If you have any questions, please call Janice Swade at (954) 753-5841.
Cc: For information purposes only:
Clerk of the Circuit Court
c/o Mr. Derrick Johnssen
2671 Airport Road, Court Plaza III
P.O. Box 413016
Naples, Florida 34112-3016
Mr. Jim Mudd
Collier County Manager
Governmental Center
3301 East Tamiami Trail
Administration Building
Naples. Florida 34112
Jms
161
111 k
MINUTES OF MEETING
PORT OF THE ISLANDS
COMMUNITY IMPROVEMENT DISTRICT
The regular meeting of the Board of Supervisors of the Port of the Islands Community
Improvement District was held on Friday, October 13, 2006 at ] 0:00 a.m. in the Egret Room,
25000 Tamiami Trail, Naples, Florida.
Present and constituting a quorum werc:
Richard Gatti
Dale Lambcrt
Ted Bissell
Norine Dillon
Richard Ziko
Chi\itinan
Vic~hamnan
Assistant Sccrctary
Assistant Secrctary
Assistant Secretary
Also present wcre:
Ed Goscicki
Dan Cox
Ron Benson
Bob Dick
Tom Mack
G. Russell Weyer
James Vogel
Christopher Shucart
James Shucart
Dennis McKay
Susan Beck
Edith Bolton
Ncil Bolton
Charles Custcr
Mr. Gasaway
Nannette Gatti
Charles Hawkins
Barbara Lagasse
Duane Otto
Kay Otto
Peter Saalprank
Sandy Taylor
Tom Weir
District Managcr
Attorncy
Engincer
Field Manager
Staff
Fishkind & Associates
Sunstrcam, Inc.
POI Hotel & Marina
pal Hotel & Marina
Residcnt
Resident
Residcnt
Rcsident
Resident
Resident
Resident
Resident
Rcsident
Resident
Resident
Resident
Resident
Rcsident
I October 13,2006
16J 1'1<!
Port ofthc Islands C.ID,
FIRST ORDER OF BUSINESS Roll Call
Mr. Gatti called the meeting to order and Mr. Goscicki called the roll.
SECOND ORDER OF BUSINESS Approval of the Minutes of the Augnst 11,
2006 Meeting
Mr. Gatti stated each Board member received a copy of the minutes of the August I I.
2006 meeting and requested any additions, corrections or deletions.
Mr. Lambert stated on Page 18 under the fourth order of business therc was a discussion
about the ponds, which I do not recall.
Mr. Goscicki stated I am not aware of any ponds needing to be relocated, but I will check
with Mr. Cox and get some clarification.
Mr. Lambert stated on Page 31 we were discussing the trucks. In the second sentence of
the twelfth paragraph CID should replace Severn Trent.
On MOTION by Mr. Lambert seconded by Mr. Ziko with all m
favor the minutes of the August II, 2006 meeting were approved
as amended.
THIRD ORDER OF BUSINESS Manager's Report
A. Discussion of Draft Developer's Agreement
Mr. Goscicki stated the Board will recall this issue came up sevcral months ago in which
we suggested the creation of a developer agreement to act as a legal framework for dealing with
any major new development within the District. The District has an established set of rules
which detail policies for the District with regards to issues and terms of ownership of the utility
systems, installation requirements for the developer which meet District standards, transfer of
ownership and where the meters can be set. There is no existing formal document to
memorialize the relationship with a new developer who is interested in redeveloping a property.
This is an attempt to create a legal agreement between the developer who wishes to develop
property and the District. This will be a framework for dealing with anything involving facility
infrastructure development on a parcel they already own.
Mr. Bissell stated I understand we have to furnish them with water and sewers if they
have the ERCs. Does the cm have to accept their sewer system, water system or fire hydrants?
Mr. Goscicki responded I prepared this document which Mr. Benson and Mr. Cox
reviewed, and I incorporated a number of comments. First of all, you define the limits of what
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October 13, 2006
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Port of the Islands C.1.D.
will and will not be accepted in the developer's agreement. You define the extent of the
District's infrastructure and what remains private. Therefore, it depends on thc nature of the
development. If it is single-family development, typically you own up to the meter box which
serves the single family. If it is a condominium development, you may only own up to a master
meter which feeds multiple buildings. If the buildings wcre each individually metered, you own
up to the meter which servcd cach individual unit. The purpose of this agreement is to lay all of
this out in the cngineering plans which get reviewed and approved by the engineer, and brought
back to the Board for review and approval to clearly establish what is owned, what is not owned,
what stays private and what stays under the District's ownership. The agreement further states
one of the plans need to be reviewed and approved by the engineer after these issues are resolved
as part of the initial phase. The developer's engineer, who is the engineer of record, must inspect
those facilities and certify back to this Board and the District engineer they were constructed
according to those plans. After they are accepted by their engineer, your engineer will transfer
ownership to the District. This sets up a process where you clearly define the bounds of the
ownership. You establish they must be built to the District's specifications. You establish they
must be reviewed, inspected and paid for by their engineer, including all infrastructure costs.
When it is deemed acceptable to the District, all standards are met and the construction
completed, tested and approved, there will be a transfer of ownership at no cost to the District.
Mr. Bissell asked is a transfer of ownership required?
Mr. Goscicki responded I believe it is an applied transfer of ownership, and if all
requirements are met you are obligated to accept it. However, if they do not meet the
requirements, you do not have to accept.
Mr. Bissell stated for example, we say it has to be built to the county's specifications. If
the county signs off they inspected the construction does the county inspector have to sign off?
Mr. Benson responded the design engineer has to sign the application according to the
state permitting process. They must also ensure the plans arc signed and scaled. After the
permits are issued, the project engineer must ensure everything was completed according to the
plans. All changes must be noted at the end of the construction. This responsibility is already
established according to the rules of the DEP and Health Department. Therefore, I believe Mr.
Goscicki is trying to establish a formalized process which partially takes on the accepted and
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October 13,2006
Port of the Islands C.l.D.
regulated process. The engineer who designed the project must inspcct it, even though this was
not always the case.
Mr. Bissell asked if the engineer works for the developer, why wouldn't he sign off and
state the work was done correctly?
Mr. Benson responded at times they were not signed off because the cngineer did not
accept it, and the engineer's license may be at stake if something is falsified.
Mr. Bissell stated I just wanted to ensure we do not need to accept the development. All
we have to do is give them water and sewer service at our point.
Mr. Benson stated the cm has rules and policies which were adoptcd many years ago.
For example, Stella Maris was accepted when the developer offered it. In the process of doing
this some things had to be done before we accepted it in order to bring it up to our accepted
standard. There are other areas where conditions are considerably different. For example,
condominium meters are set up along the street, and all of their water and sewer lines arc
underneath public or community spaces, parking lots and driveways which all condominium
owners share. According to the county process, the engineer must review the utility plans, and
since it is not the condominium's utility, the CrD engineer handles it. When we approve those
plans, I always try to be careful in stating exactly what we are approving. I try to write a letter
stating we have approved this according to specific policies. Mr. Goscicki is trying to formalize
the process.
Mr. Lambert stated accepting everyone's system as long as they meet the criteria may not
be appropriate in some situations. There should be something in this agreement with regards to
roads and other infrastructure we own and maintain which ensures they are left in a similar
condition when the work commences, and we should have some review of what they are going to
do with regards to crossing our properties. We should try to eliminate some problems which
arose with the Orchid Cove situation.
Mr. Goscicki stated this is an excellent point because this developer agreement deals with
new development on virgin land, and the restoration issue deals specifically with what we have.
Mr. Lambert asked did you and Mr. Benson make some comments and changes to what
we have in this folder today?
Mr. Goscicki responded all changes were made prior to you receiving this today.
Ms. Dillon stated nothing is mentioned with regards to property damage.
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Octobcr 13,2006
Port ofthc Islands C.LD.
Mr. Gatti stated we are going to deal with anything which affects our property, including
damagc.
Ms. Dillon stated on Page 3 I did not understand this comment which says, may not need
to include this section, applies to only Area I. I do not know what Area I is.
Mr. Goscicki stated I need to get more background information from Mr. Benson and Mr.
Cox with rcgards to this, which is why I included the note. This refers to connection fees which
are currently part of your rate structure. Since I did not have a personal knowledge of Area I, I
had to go back to thc history of the District to determine where they are not covered by the water
and sewer assessments. I found out they were paying a connection fee in order to pay their fair
share of the impact. I believe this only applies to a few remaining lots, in which casc a
developer's agreement cannot bc used. This entire section can probably be deletcd. However, I
left it in this draft as a reminder to clean this up and to make you aware wc probably do not need
it in there.
Ms. Dillon stated Page I refers to EDUs. Should it be ERCs?
Mr. Goscicki responded it should be ERCs.
Mr. Lambert asked will this be signed by the developer before Mr. Benson submits his
lctter to the county?
Mr. Goscicki responded this will be signed by the developer before any work can
commence.
Mr. Lambert stated we should sign off on this before the developer signs it.
Mr. Benson stated I believe we should get this done before they submit their plans.
Mr. Gatti stated I suggest including the developer have all county approval and permits in
place before we invest in this.
Mr. Benson stated they cannot get all approvals until they get all of their sign-offs.
Mr. Goscicki stated I will work this out. We have been reviewing it mostly for content at
this point. I suggest the next step is for Mr. Cox to do a completc legal review since I do not
want to make any legal judgcment calls on this documcnt.
Mr. Bissell asked can the Board be emailed a copy so we can fine tune it before the next
mecting?
Mr. Goscicki responded absolutely.
5
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October] 3,2006
Port of the Islands C.ID.
B. Field Manager's Report
Mr. Dick stated we are having problems at the wastewater plant with the removal of
ammonia from the wastewater with regards to the total nitrogen requirement. There is a control
problem in the process which is not allowing us to de-nitrify. Mr. Benson has some
recommendations which can be implemented to correct the problems, and he will go over those
in more detail. Weare in the process of doing a total assessment of the facilities within 90 days
of taking over the operation which we owe the Board at the end of this month. We have a draft
which will probably be completed over the next week, and we will make it available to the
Board. Our main concern is the reliability of the fire station across the street. We have done an
analysis and there is some malfunctioning equipment. The subcontractor is supplying us with
some of the original data, and I will submit a report as to what the system mayor may not need
to improve the reliability of thc controls and installation. We currently have four pumps, of
which two are not operating.
Mr. Goscicki stated I spoke to the fire chief and advised him of the current status.
Mr. Dick stated we need to approach this with an abundance of caution. At worst, we
have hydrants with plenty of volume and pressure, but it is not perfect. We must ensure
everything works as it was designed, which is why Mr. Benson is involved.
Mr. Goscicki stated we also want to cnsure the fire department has all contact
information for Mr. Dick and our operators. In a worst case scenario if a pump fails during off
hours, they will be able to contact us immediately and we will be on site until these issues are
resolved.
Mr. Lambert asked was one of the items on our to-do list to check some of the
equipment?
Mr. Benson responded we have a list of items which need attention on the annual
engineer's report, such as repair of the pump station and the valves. We also may have to do a
CIP project with a dollar amount to a point where there are enough repairs which need to be
done. We will probably need to replace thc generator at the pump station, for which we have a
plan. I will discuss this during my report. In answer to your question, we have a project
involving improvements to the station, which are not differcnt from the items which Mr. Dick
discussed. Those were covered generally in our annual report. Specifically, we are adding a
filter and disinfection system to meet DEP rules for reuse and irrigation water quality. There are
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October 13,2006
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Port of the Islands C.LD.
a number of items which are all related, and at some point we may roll thcm all into one project
if there are enough funds available. It is probably going to cost more than $200,000, not
including these smaller items.
Mr. Lambert stated Mr. Benson should combine his report with Mr. Dick's report, In
order for the Board to determine what we want to do.
Mr. Dick stated the August Operations Report touches on operations highlights. It also
includes the Discharge Monitoring Report for the wastewater plant which is sent to the state on a
monthly basis. The Monthly Operating Report for the water plant is also submitted. There is
also a flow graph which trends the water and wastewater flows on a daily basis.
FOURTH ORDER OF BUSINESS Attorney's Report
Mr. Cox stated I spoke to everyone concerning the sign easemcnts, and they are still
looking at them, but we should find something out soon. I also talked to Mr. Franklin about the
fire station property. Although it is still under consideration, he did not refer to the price we
discussed and may come back with a counter-offer.
Ms. Dillon asked did we offer him the assessment?
Mr. Cox responded we offered the true value.
Mr. Gatti stated while we are discussing this issuc, does Collier County have anything?
Mr. Mack responded I spoke to him on Wednesday. I believe we need to discuss prices,
which I am not sure you will want to do at an open session.
Mr. Gatti stated give us a status.
Mr. Mack stated I am waiting for him to get back to me with the accounting.
Mr. Gatti stated when you get the information, perhaps you can brief the Board.
Ms. Dillon asked was this going to be one of the items for the Executive Session?
Mr. Cox responded no.
Mr. Lambert stated discussing what we consider to be our high or low offer in publie
defeats the purpose.
Mr. Mack stated we have to work with him in order to get the best possible prices in
order to be able to work with you. We need to know first where the Board stands and whether or
not we should continue to pursue it since we currently have no direction.
Mr. Lambert stated we need to pursue it since there are not many other options.
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October 13, 2006
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Port of the Islands C.I.D.
Mr. Ziko stated I believe we should pursue it since it will bc a much cleaner operation.
We were promised this for the last two years by Ms. Marchand and the people who purchased
the RV park. So far, we have nothing and we need a fire station out here. I do not want to wait
two more years. I believe Mr. Mack and Mr. Cox should pursue negotiations.
Ms. Dillon stated I agrce we should pursue it, but I am also holding out hope for the
donated land.
Mr. Mack stated I thank Mr. Gasaway for standing up for us and bringing new
developments to the table. He will allow us a spot somewhere around the plant, but I am not
certain of the exact location or size.
Mr. Mack stated I saw a sitc drawing last week for the project, and he has a piece of
property designated for thc tire station to cover your plan. He necds to get HUD approval as
well, and they think it is going to take two to three years. A permit for a homc takes one year to
getapprovaI.
Mr. Lambert asked is this north of the plant?
Mr. Mack responded it is south of the plant. This is where we stand. When we make
something happen you will be ablc to see what we can fit on the property in the comer.
Ms. Dillon stated we want to continue to pursue this.
Mr. Mack stated we need some guidelines.
Ms. Dillon stated we should continue to pursue the purchase of this property, but I do not
want to shut the door on the possibility of the community not spending more than $200,000 on a
piece of property ifthey do not have to.
Mr. Lambert stated I believe we need to pursue it. Some ofthese options mayor may not
come about in the futurc, and J do not want any strings attached to someone giving us something.
Mr. Bissell stated J believc we should pursue it. According to the property appraiser it
will probably appraise at $244,000, but I do not know what he is asking.
Mr. Mack stated he is asking $900,000. I explained where we stood. J told him what the
appraised value was and olTered him $180,000 whieh I thought was a good price considering
there are no ERCs involved. He told me he will get back to me after he talks to the owner.
Mr. Ziko asked if we pursue purchasing the property under an emincnt domain as we
previously discussed, how close to thc appraised value will we bc able to come to?
8
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October 13,2006
Port of the Islands c'LD.
ML Cox responded the law requires you first pay the fair market value of the property
along with your legal fees, They challenge your fair market value, You go through a jury trial
where both of you give expert testimony, and it is actually established by a jury as opposed to the
judge, Therefore, it is impossible for me to predict what is going to happen.
ML Gatti stated it seems to be the consensus of the Board we should pursue this, which
makes sense, What direction does he require?
ML Mack stated as a first step ML Cox should make a firm offer, and I recommend
starting with $180,000,
ML Cox stated I do not understand where you came up with $180,000,
ML Mack stated the price was $240,000 with ERCs,
ML Gatti stated perhaps we should authorize ML Mack to negotiate within a certain
range not to exceed a certain amount
ML Goscicki stated I believe you can leave it more generalized,
ML Mack stated I would rather leave it until we find out exactly what he wants to do,
ML Ziko stated time is of the essence here, This has been going on for two years and
nothing has happened,
ML Mack stated I understand timing is an issue, but if someone negotiates with the same
strength as you it is going to be difficult to force the issue,
ML Lambert stated we should move forward,
Ms, Dillon stated the appraisal I have states $250,000,
ML Goscicki stated I believe it is worthwhile to have a formal motion by the Board
authorizing ML Cox and ML Mack to represent the Board to pursue negotiations for acquisition
of this fire station property,
ML Gatti stated we are looking at a reasonable numbeL
ML Goscicki stated it is clearly understood they cannot commit the Board, However,
they can pursue negotiations without a commitment.
ML Cox asked are we trying to obtain the entire 1,9 acres on that side?
Ms, Dillon responded that is correct.
ML Mack stated he paid $ 134,000 for it less than two years ago, so he must be realistic
about this,
Mr. Gatti stated it seems to work out well in terms of what we are offering,
9
October 13, 2006
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Port of the Islands c'LD,
ML Mack stated the area around the community center is a large piece of land to build
on.
Mr. Ziko stated I hope the building design is open to change if we want to incorporate the
community center in the building rather than keeping it separate.
ML Benson stated if you are referring to the fire station building, I am not certain.
ML Ziko stated in Everglades City we used to vote in the fire station, Although a
separate building to house the community center may be good, it does not make sense to keep it
separate ifit is empty most of the time,
ML Benson stated it depends on what we work out with the fire department and what
their rules are,
Mr. Goscicki stated I have seen a number of fire stations in which they use it as a training
room for the firefighters,
ML Gatti stated we do not want any training in this area except for the people at this
station,
ML Ziko stated I believe he is referring to training for the people on site,
ML Gatti stated this was one of our provisos when we were negotiating with the county
for their use of the land.
ML Ziko stated we do not want a fire fighting tower behind there,
ML Lambert stated I do not believe instructional classroom training will be a problem,
Did you take care of the easements for the pump station work we are going to be doing by the
weir?
Mr. Benson responded we are still working on it, but we need to get a use agreement as
opposed to an easement.
ML Lambert asked is this the only issue delaying the project?
ML Benson responded the other issue was the DEI' permit, of which I have an update,
ML Ziko asked where do we stand on the other easements for the signs?
ML Cox responded I spoke to the property owners and they are still looking at them, As
soon as I hear from them I will let you know,
ML Ziko stated we have a new sign on our property in front of the sales office, How did
it get installed?
ML Cox responded it is on their property,
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October 13,2006
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Port of the Islands c'LD.
ML Ziko stated it is on our propcrty and we were never consulted to get an easement for
the sign,
Mr. Benson stated there is some history to this sign and I recall ML Cox gave us an
update a few years ago, It may be on property which is part of the wide road area, When they
built the sales center, some rights were withheld. Therelorc, they had to get a new sign permit
which was not allowed to be connected to the archway. They had to build a free standing sign
inside the archway and there werc many technicalities involved,
ML Cox stated they had some type of easement in this area which allowed them to do this
because the sign has always been there, but it was replaced a couple of times,
Mr. Ziko stated I have a picture of the lot and this is definitely on our property, We
cannot get an easement to put up our own signs, How did they get an casement to put up this
sign?
ML Cox responded I assume this was done ycars ago, Collier County proved when they
permitted the sign they had a legal right to put it up, just as they made us prove we had a legal
right
ML Ziko stated I am not so sure they have because I spoke to the signage people up there,
and they are not certain how it got done,
Mr, Cox stated it needs to be determincd,
ML Ziko asked did we give them an eascment to put the sign there or do they have to
come to us if they want to change it?
ML Cox responded if they were given an easement, they probably do not have to come to
us,
ML Ziko asked how will we find out?
ML Cox responded I will look into it.
ML Lambcrt asked will the easemcnt spell out what can and calillot be done?
ML Cox rcsponded if it was done many years ago, it probably did not get an easement
ML Gatti asked is there an issue here which we want to address?
ML Ziko responded it is a commercial sign which does not reflect the community of the
POL It is a commercial advertising sign to sell a hotel,
Mr, Gatti stated Ms, Marchand was after us for] 0 years to put up her sign,
Ms, Dillon stated they still had to get a permit for the sign,
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ML Goscicki statcd before you proceed, we did not vote on a motion for the fire station,
ML Gatti asked can you voice the motion lor us?
ML Goscicki responded I suggest a motion to authorize ML Cox and ML Mack to pursue
negotiations lor the acquisition of property for a fire station site,
On MOTION by ML Ziko seconded by Ms. Dillon with all in
favor ML Cox and ML Mack were authorized to pursue
negotiations for the acquisition of property for a fire station site,
FIFTH ORDER OF BUSINESS Engineer's Report
A. FDEP and Wastewater Treatment Plant Permit Issues
ML Benson stated we received two water use permits from SFWMD, one for our potable
water and one for our irrigation. I did not make a copy of the entire permit, but the first couple
of pages provide the most detail, It came in on September 11th after one year of waiting, We
previously did not get what we askcd for, other than on irrigation, We were reduced to the
amount I informed you of a few months ago which we negotiated with them. However, it is a
I O-year permit. The second item relates to the wastewater treatment plant permit which was also
delayed. The permit is approximately 40 pages long and contains mostly technical and standard
details. We received the intent to issue on October 3rd Since we advertised the intent to issue as
required, timing is in our favoL Unfortunately, this permit is taking a long time to obtain. Since
DEI' has been understaffed, they have not been processing permits for anyone in a timely
manneL DEI' also sent us an enforcement action relating to some of the items which started all
of this a few years ago, in which we had some violations, They sent us a letter approximately
one month ago stating we have 60 days to takc care of this or we are going to be penalized. We
put them on notice they need to approve $ I million in order for us to take care of this. As a
result, we did get their attention. Every time we send them a monthly report about what is
happening at our facilities, they have to enter the information into a computer database which
goes to both Tallahassee and the EPA regional office in Atlanta. The EPA noticed we were
having problems, and they contacted DEI' in Tallahassee and asked how much we are going to
be penalized to take care of the problem, They finally contacted us, I copicd all of you with
some of the emails we received because I believe these arc important to keep since the top
people in the local agency are tclling us thcy will not fine us sincc it was inadvertcntly thcir fault
Wc havc a schcdulc, and wc will advcrtisc thc permit on the 9th The newspaper will approve the
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legal form of publication and send it to DEI', We anticipate getting this on Monday, We will
submit it on the samc day to DEI', and they have a 30-day public comment period which
commences at thc beginning of October. However, wc do not anticipate any complaints about
our permit since it does not impact anything. We are changing out existing equipment to new
equipment. We are not changing our capacity, or where the water goes. We anticipate having an
intent to issue the final permit before Thanksgiving. Actually, the final permit should be
recorded by the statc sometimc in December. However, this is not going to stop us from keeping
the project going since we havc the intent to issue as well as a contract which the Board
approved with Parkson and Encore Constmction, They will file shortly with the county for a
building pcrmit to commcnce work. Wc anticipate materials and some site work will start soon
even though we cannot legally install equipment until the final permit is issued in DecembeL
Since obtaining a building pcrmit in Collier County takes time, I believe we are dovetailing all of
the schedulcs. Howevcr, we are meeting all of the necessary timelines to be within the law.
Ms. Dillon stated I advised ML Kleinmann not to seek any penalties. Do we have
anything in writing which defines this?
Mr. Benson responded this is all we have, and I believe this is probably as good as you
are going to get I met with them, and they told me technically at the high end they can charge
us $80,000 in penalties which I told them we would oppose. They said it is going to be
approximately $200 because we had a violation for which they are required to penalize us fOL
The penalty is a minimum charge of$250 under the category of department costs, We are likely
going to get a consent order which states we will do all required work according to a schedule,
with an administrative cost in the amount of$250,
Ms, Dillon stated it says only administrative cost is included,
Mr. Benson stated $250 covers this cost.
Mr. Cox stated they changed the rules, but we did not change what we were doing,
Therefore, they dropped the fine,
ML Benson stated they may have increased the minimum, which we will probably have
to pay sincc we did have a violation two years ago.
ML Lambert asked does the Board have to approve the penalty?
ML Benson responded we are in a position to negotiate with them. I will work with Mr.
Cox on the terms of the consent agreement, and I will tell them I am not authorizcd to enter into
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the agreement I will negotiate the terms, at which point I will bring the consent order to the
Board for approval. Since both parties have to agree to it, we can stall. It will not be
problematic for me to say I have to wait for the next meeting to seek approval,
Mr. Lambert asked is this a separate issue which may delay construction?
Mr. Benson responded it will not delay construction,
Mr. Gatti stated be sure to tell them you do not approvc penalties,
Mr. Benson stated I already told them if the penalty was larger than a small and
negligible amount this Board will probably submit it to their attorney for handling,
Ms, Dillon stated it does not seem right they forced LIS wait this long and came back to
threaten us with a penalty.
ML Benson stated with regards to the problem at the wastewater plant which ML Dick
discussed, I wrote up a recommendation and sent it to him to ensure it was on record we are
working together on this. If anything needs to be done, thcy may likely have to bring a proposal
to you for an additional cost. I anticipate Severn Trent has a category under the terms of their
contract for these items.
Mr, Goscicki asked is this considered an additional service?
Mr. Benson responded I believe there is an amount for which you have to do an
authorization, which is likely to happen, There are some blocked pipelines which need to be
cleaned or replaced. Mr. Dick and I created a record stating these items should be taken care of,
along with the cost details. We had some problems a few years ago with nitrogen removal when
the plant was small, and Mr. Stephens and I found a supplemental carbon sourcc. If this was
done at a larger plant, industrial chemicals such as Methanol in drums would have to be
purchased. For safety reasons and the small size of the facility, we literally added bags of sugar
which is considered a quick fix in the event Severn Trent recommends long-term repairs, such as
installation of a Methanol feed system and there is a cost for the pump, The other item which
Mr. Dick mentioned was recommendations for ongoing maintenance at the fire and irrigation
pump station, One of the items in our annual report was related to some necessary electrical and
control repairs, I also noted in the annual reports over the last few years the generator has some
issues, and some valves and pumps need to be repaired. We are planning an clectrical
improvement project at the wastewater plant which is primarily to improve the service. We will
bring power from the Lee County electrical co-op. Part of the projcct is a recommendation
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t.
which is in the CIP to install a new generator at the water and wastewater plant to provide power
for today, power for all anticipated needs for boating facilities and repairs to the power feed at
both plants. We recommended relocating the generator to the fire and irrigation pump station,
which Mr. Dick's staff will look at. They may tell us the generator needs many repairs or it
cannot be repaired at all. The last item relates to the plan review for redevelopment of this
property, We talked about this for a number of months, and I want to update you.
ML Gatti asked what property are you referring to?
Mr. Benson responded I am referring to this comer of POI at the hotel area.
Ms, Dillon asked are you referring to the marshalling area?
ML Benson responded I am referring to the property which is bounded by the canal, We
were working with the developer's engineer to ensure the utilities were taken care of. This is
Route 4 I, this is the canal and this is Newport, The pink line is our water line in the U .S, 4 I
right-of-way. The pink line going down to Newport is our water line. This area was built many
years ago bcfore the existence of the CID. Water gets from this area to this area through some
lines running through the property. We convinced the developer's engineer to agree to provide
these plans, which are part of the site development plan process with Collier County in which we
work through the utility review, We must write a letter stating we approved these plans, An
easement needs to be dedicated to us for any of these water lines in order for us to have clear
rights to thcm, As Mr. Cox may be able to tell you, we probably have a definite claim to them
since we purchased the utility system from the prior owner. Since we did not find any
easements, we are going to have a survey done at their cost to do the easements. Also, they are
going to clarify and do improvements to the interconnections where the lines are serving us, as
well as serving different buildings which exist on the property today, We are also going to add
some isolation valves, and we are going to ensure all of these connections are placed correctly in
order to provide everyone the most reliability. We will relocate a section of this line, and we are
going to ensure the isolation valves are there because if there is a break on any of these
segments, we can isolate it There is one valve here, and we are probably going to have to put
one there.
Mr. Gatti asked how much will it cost to complete the loop around the property and
totally divest ourselves from everything at the back of the property?
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ML Benson responded part of the issue may be trying to get use agreements with FDOT
to start building new infrastructure immediately, This is not always an easy process, and we will
have to work with DOT in order to get our line belore the edge of the pavement for the highway,
However, we may never get an agreement from them. Actually, if they ever want to widen the
road, they may tell us to move our line. I am not certain this is necessarily an easy process. This
line is currently close to the edge of the pavement. There is a cost involved, which I am unable
to determine. I actually recommended they complete the loop here and give us another way to
get our water since they have some lines which are fairly large. Of course, they did not offer to
do this.
Mr. Gatti stated I believe you should submit this for consideration for a couple of
reasons, First of all, it puts it all on our property and totally under our control. Secondly and
more importantly, when you have lines like this on a campus, you never determine who is getting
water where. If we have our own loop, every time you come up off of our water line there is a
meter, and you have a point there which controls how much water is going into a campus, Once
you go into a campus like this, there may be all kinds of connections which we are not aware of.
ML Benson stated this relates to one of the other items I included. Since we do not have
standard language, I put in the letter the property owner should hire an engineer to prepare a
record drawing of the locations of all the water meters for this property.
Mr. Gatti asked do we have four sources of water off of our main line?
ML Benson responded since this is the oldest part of the property, much of this is
preexisting, and there are all kinds of water meters, Weare also asking them to clean up all the
water meters,
Mr. Ziko stated if we went with ML Gatti's suggestion of moving the line down on U.S,
4 I and connecting it on Newport Drive, we will have one meter coming off of Newport Drive
and the other two meters which are on 4], Therefore, we would not need all of these meters on
the property.
ML Benson stated you can install a master meter on each connection point
Mr, Ziko stated those lines run underneath the parking lot. If something were to happen
with one of those lines, I am not certain whether or not they want us to dig up their parking lot
ML Benson stated I indicated in the letter they will have to provide us an easement
having a use and maintenance agreement defining all of this,
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ML Lambert asked have we determined what type of piping is at this point?
ML Benson responded you may remember we talkcd about this at a previous meeting.
We determined it may be too difficult to do as a result of the location of the line,
ML Lambert asked is this the case with the process of putting in some isolation valves?
Mr. Benson responded when it became apparent we were not going to do the potholing, I
basically asked them to take care of all possible issues, and make this as reliable as possible for
both parties, It is the oldest part of the community and it is possible for a line to break within the
next five years and require replacement
Mr. Ziko asked will we be responsible?
Mr. Benson responded we are responsible since it serves everyone on Newport Drive.
Mr. Ziko stated this is all the more rcason to come down 4 I and straight down Newport
Drive. If it breaks it is their problem, not ours.
Mr. Benson stated I will be happy to start the process with DOT to see about installing
this line.
Mr. Gatti asked can we get an easement to install it outside of the property?
Mr. Benson responded we can run it on private property across here,
Mr. Gatti stated this is an issue which may never get resolved, and we will have to pick
up future generations, We have to depend on private property to serve our needs, which puts us
in a position of having to maintain it. As ML Benson told us, some of the material contains
asbestos cement, which we want to get rid of anyway. I believe we should take it all down, clean
it up, install the two meters, and everyone will know where everything is located,
Mr. Benson stated I also indicated in my letter we did not want to be responsible for
anything which wc did not have to. Generally, it is a new devclopment where we have taken no
responsibility. For example, the condo association is responsible for the condominium property
down the road. Historically, before I was involved, there wcre decisions made to put the water
meters on the water lines in some of these condominium developments where the water line
which feeds the meter is not ours, Every condominium has its own water meter, and they get
their own bill, However, the water line from the road is the CID's water line, but we said since it
is private we do not want to maintain it since we did not want to have to potentially dig up
someone's driveway, parking lot or all of their landscaping.
ML Gatti asked did they get cut off at the property line?
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Mr. Benson responded no. This goes back to the precedent which was set when the first
buildings were built in which every unit got its own meter. We should ensure their engineer tells
us the locations of all the meters and that everything is hooked up properly,
Mr. Gatti stated I appreciate all of your elTorts, but this is not a good approach,
Mr. Ziko stated since they are building a 10-story building, we are going to have a lot of
pile-driving activity where the yellow lines are. If they crack and break what will we do then?
Mr. Gatti responded we will never know what the problems are going to be on this
project
ML Bissell stated you have two pink lines over on the right coming down. Are they
coming across the road?
ML Benson responded the road is up here. This is the south edge.
Mr. Bissell asked is it all on this side of the highway?
ML Benson responded that is correct
Mr. Gatti stated I do not believe it will be the end of the world if we install an 8" water
line down the edge ofthe right-of-way, and then go down.
Mr. Benson stated the sanitary sewer force main is right here and the irrigation lines are
here. This is the force main over here.
ML Gatti asked when you cross the west side of Newport Cay going out what is the blue
line to the pink line?
Mr. Benson responded it is not a water line.
ML Ziko stated if you are referring to the blue line on the north side and the short area
between the pink line and Newport Drive, this is all our property, We do not even have to get an
easement
Mr. Benson stated the sales center is not our property.
Mr. Ziko asked what about the area north of the sales center?
ML Benson responded north and south of it is our property.
ML Ziko stated the only place we have to get an easement is in the area where the sharp
blue line runs parallel to U.S. 4L
ML Gatti stated I submit to the Board we give Mr. Benson the authority to pursue this as
part of the development of this property, which will give us an opportunity to clean up the
problem we have here.
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Mr. Lambert stated perhaps Mr. Benson can put a plan together and we can see how it fits
on our things to do list. It is not something which needs to be done immediately. It appears
there may be a couple of other solutions.
Mr. Benson stated I believe it is a good long-term solution. I thought about adding this as
a CID project. At this point in time we have water service which we have to maintain to
everyone in the community, and I want to protect the water line since it provides water to
everyone on this side of the development. A longer term solution is to install a new line. The
line out here is newer and the lines in here are older, to the best of my knowledge. I believe it is
a separate line from this development.
Ms. Dillon stated you should ensure this entrance also has water.
Mr. Benson stated they are in the middle of the SDP Process, which is a Collier County
development process. Collier County has other issues which they are resolving, but they need
the cm to state we are no longer private. They also need a letter from the cm stating we
reviewed the plans of how they are serving their buildings within their property, and we
approved them making those cOlmections, which they already requested. They also requested a
DEP application.
Mr. Goscicki stated I want to recess momentarily to discuss this privately with Mr. Cox.
Mr. Gatti stated I want to talk to the Board about this becausc the more we think about it
the less we get done. We have to potentially take on the responsibility.
Mr. Ziko statcd if we come down here or right over here this is our property.
Mr. Gatti stated this is our property over here.
Mr. Ziko stated this is not our property.
Mr. Gatti stated this side is our property.
Mr. Ziko stated we come up hcre and we run this piece of line. Now we have one meter
here, one meter here and another meter hcre.
Mr. Gatti asked why do we have two meters here?
Mr. Ziko responded this is going to eliminate all of the metcr reading and everything else
which goes on the property and create a clean connection. The line is not far from this building.
We are going to have somc big piles going down here, and if we crack this line everyone on
Newport Drive is going to be without water.
Mr. Gatti stated there is also a lot of asbestos.
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Mr. Bissell asked did he say this pink line is on the south sidc of the road?
Ms. Dillon responded the roadway is above it.
Mr. Gatti stated I believe this will be easy and we are not talking about too much money.
Ms. Dillon asked how much is it going to cost?
Mr. Ziko responded it will probably cost $150,000.
Mr. Gatti stated there is very little restoration involved.
Mr. Ziko stated $150,000 is inexpensive if we break thc pipe here. This is all repaved
and if we had to dig around here in order to determine how to fix it, we are better off doing this.
Ms. Dillon stated we should also get a new line.
Mr. Gatti stated I believe we should give direction to do this.
Mr. Lambert asked is it an 8" pipe?
Mr. Ziko responded it is an 8" existing water pipe. What is the scale on this?
Mr. Gatti responded it is probably a 40" scale.
Mr. Ziko stated it is 14" x 40" which comes to 560'.
Mr. Gatti asked is this for the entire thing?
Mr. Ziko responded yes.
Mr. Gatti stated we can round it off to 600'. An 8" line is $60, for a total of$360,000.
Mr. Ziko stated perhaps we can get this out for bid in order to get a better price. This
project will certainly clean the big mess out here.
Ms. Dillon stated from the developer's standpoint, I am sure they prefer this in the long
run.
Mr. Gatti stated I suggest we give Mr. Benson direction to come back with more detail.
Mr. Lambert stated I want to see where he is on some other issues we have out here.
Mr. Ziko stated he has a fire main coming in here.
Mr. Goscicki stated Mr. Cox and I discussed other options which the Board may pursue
with regards to approval of this overall site development plan. One suggestion is to ask the
developer to run this new water line and create the loop for the District. The District will then
deed back to the developer all on-site pipe in the event you run out of it, and allow them to
proceed with their development.
Mr. Benson stated you want them to basically approve what they have.
Ms. Dillon stated I believe it is in their best interest not to mess around with the old pipe.
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Mr. Ziko asked do you believe they will be willing to do this?
Mr. Goscicki responded there are pros and cons to this. There is the obvious cost of
installing the water line. There arc benefits to moving forward with this development as well as
benefits to not using some of these water lines with isolation valves which may break.
Mr. Ziko stated it will be a clean opcration.
Mr. Gatti stated I suggest we do this on a participation basis. Asking the developer to
incur thc entire project is going to make it difficult to selL
Mr. Ziko statcd Mr. Benson does a good job of negotiating and we should leave it up to
him.
Mr. Benson stated I want to make one thing clear. The connections to the utilities for
each of these buildings are shown here, and we are not going to change this. The CID purchased
these water lines as there is an existing bill of sale, but it may not be clear where the lines were
located because probably no one knew at thc time. Basically, you are going to give him back
thosc lines in exchange for completing thc loop and everything else he is doing here.
Mr. Gatti stated be careful with the ERCs.
Mr. Benson stated this does not relate to ERCs. This will allow the CID to sign his DEP
application and for us to write a letter saying we approve it.
Mr. Gatti asked does everyone agree to the concept?
Ms. Dillon responded] agree.
Mr. Gatti asked do you need some action on thc Board's part?
Mr. Goscicki responded we need a motion from the Board to authorize the engineer to
negotiate looping the water system as part of this sitc development approval process.
Mr. Benson stated you should also allow me to issue the letter, which I will revise. You
should also issue the approval for the two buildings they requested which are within the ERCs.
Mr. Ziko stated the letter is contingent upon this being done.
Mr. Benson stated you are corrcct. ] will revise the lettcr to accommodate and authorize
us to proceed. I also need Mr. Gatti to authorize signature of this application for the sewer on the
same property. It is for removal of200' of pipe and installation of 152' of pipe.
Mr. Lambert asked who is doing this?
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Mr. Benson responded the developer is doing this. It is on their private property, but
their engineer believes we may be able to get a DEP application since private counties pass more
applications.
Mr. Lambert asked is there anything else with regards to the sewer which is involved
with this project?
Mr. Benson responded they are booking the existing manholes on their property.
Mr. Lambert asked are you referring to the area which is fairly clean?
Mr. Benson responded yes.
On MOTION by Mr. Lambert seconded by Mr. Bissell with all in
favor Mr. Benson was authorized to negotiate looping of the water
system as part of the site development plan approval process in
order to restore the underground water lines in the area of the hotel
and Mr. Gatti was authorized to execute a DEP application
requesting approval to remove 200' of old sewer pipe and install
152' of new sewer pipe.
B. Fire Hydrant Relocation
Mr. Benson stated the contractor who is doing our road rehabilitation work is mobilized
and he is fitting us in between two large projects. There were some fire hydrants which needed
to be relocated. We discussed in general at the previous meeting we were going to get this taken
care of. I arranged for the contractor, Kyle Construction, who has done miscellaneous work for
us in the past to do this work.
Mr. Goscicki stated in terms of the process, Mr. Benson came to me, I went to Mr. Gatti
and got his authorization for the emergency action to authorize the relocation. Weare bringing
this back to the Board now for ratification.
Mr. Ziko asked is it three or four hydrants which have to be relocated?
Mr. Benson responded I believe it is four hydrants. The water line is running this way,
they come off over on this side of the line, and now we are going to have to bring them off to the
other side of the line and extend them in order to get them out of the way. We thought all of it
could be done on the same side of the pipe, and it is $ I ,500 per hydrant which is the exact same
price we paid Florida State Underground when they did this work. Since they are doing
additional work, it is going to cost more than $1,500, but I do not have the exact cost. However,
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we are negotiating with them based on what projects in the area are bidding for. I believe we are
getting a fair price.
Mr. Lambert asked will we be able to do the work so as not to delay the paving?
Mr. Benson responded yes, which is why we had this done without seeking formal
authorization from the Board. Mr. Goscicki, Mr. Gatti and I discussed this and believed the
Board would agree to the work under the circumstances. Kyle Construction relocated four fire
hydrants.
Mr. Goscicki stated Mr. Gatti already authorized us to do the work, and this motion will
ratify the authorization.
On MOTION by Ms. Dillon seconded by Mr. Ziko with all in
favor authorization by Mr. Gatti for Kyle Construction to relocate
four fire hydrants so as not to delay the roadway paving was
ratified.
Ms. Dillon stated you were working with Mr. Goscicki on the water conservation
brochure we authorized a couple of months ago. Whcre does this stand?
Mr. Goscicki responded I am actually working on this and I sent it to our graphics
department to put together. I looked at the material Mr. Bissell sent from Marco Island, and I
was impressed with what they did. Therefore, I am trying to incorporate some of what Marco
Island did rather than just a simple folder which we discussed reproducing. I need to customize
it for this District, which I will try to get done over the next month.
Ms. Dillon stated we discussed a cost of approximately $1,200.
Mr. Benson stated this was in the permit you received. We said we will do this.
Mr. Lambert asked do we have any other open items with the DEP at this point once we
get this permit issued and the work done at the wastewater plant?
Mr. Benson responded we have the permits which allow us to do this work, and
everything is tied to this one permit. We also anticipate proceeding with the project across the
way at the fire irrigation station.
Mr. Lambert stated I want to ensure everything is done since there was a whole list of
items on one of those letters we received some time ago.
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Mr. Benson statcd we will bring you the items for doing the work within the next two
months since we do not have bids on all of the work yet. Some of these are CIP projects which
are in line to be done next.
Mr. Lambert asked will we be moving forward in taking some more items off the list?
Mr. Benson responded we will be taking items off of the list, but you will be spending
money. Some of these items will cost $200,000 eaeh.
SIXTH ORDER OF BUSINESS Discussion of Open Items
Reuse Water for Irrigation
Mr. Benson stated it has been permitted. The item across the street is basically designed
and we need to get the use agreement from SFWMD. We are probably going to have to bid the
project, and I believe it was on the CIP in the amount of a quarter million dollars. We will be
able to move forward on this and it will get built in 2007.
Entrance Monuments
Mr. Lambert stated we should tell the landscaping company to plant some flowers there
this year. We were holding off doing this out of concern someone was going to walk on the
flowers, which I do not believe we should worry about.
Ms. Dillon stated I believe we should also have the lights installed.
Mr. Ziko asked what will happen if we put our signs on the monuments?
Mr. Cox responded we will be penalized.
Mr. Ziko stated I was going through some old paperwork. This item has been on the
open items list for two years.
Mr. Lambert stated this has been going on for close to four years when they came here
with a whole packet of what was wrong.
Mr. Cox stated we fought with them for two years.
Mr. Ziko stated there is still no closure.
Discrepancy Between Gallons of Water Pumped and Gallons Billed
Mr. Dick stated I put a spreadsheet together whieh shows an average of 30% to 40% of
the water sti II being lost.
Mr. Benson asked is this the combination of irrigation and potable water?
Mr. Dick responded this is just potable water. I broke the numbers down per day, hour
and minute, and it literally works out to 19.3 gallons per minute since January. That is not a
volume which you are going to potentially see bubbling out of the ground if there is a cracked
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pipe. The leaks are probably minimal in naturc. Cumulatively, this is a big number, but on a
gallons per minute basis it is small.
Mr. Ziko asked was this measured on a 24 hour per day basis?
Mr. Goscicki responded it is equivalcnt to a couple of hose beds running full time.
Mr. Dick stated this means it may be difficult to find. There is an irrigation meter in one
ofthe medians which is possibly tied into the potablc water line and is being billed as irrigation.
Mr. Ziko stated the GPM at your house is approximately five GPM. Are you looking at
four of these leaks?
Mr. Dick responded I do not belicve so since you are not using five gallons per minute,
14 hours and 40 minutes per day. It may be four unmetered connections to a house.
Mr. Ziko stated 19 rounded off to 20 GPM is the equivalent of four of those running all
the time. Could it possibly be tied to unmetered connections0
Mr. Dick responded the volume is too high. You must have several hundred unmetered
connections.
Mr. Ziko asked have you noticed a decreasc sincc the R V park was taken down, as there
were many connections in there which were unmetercd?
Mr. Dick responded we found some which were leaking continuously. If you look at the
chart under water loss in the next to last column, there are two entries made in June which were
positive. We actually sold more water than we made.
Mr. Ziko stated I am not certain about this because the financials show we never received
any income in July.
Mr. Dick stated the March and April bills were actually done at one time.
Mr. Goscicki stated you havc some continuous data for a period of time in one of the
columns. We are going to add to this a six month running average since it starts showing you
some real trends. We look at the water produced from the first day to the last day of the month,
but the meter reading and billing is across the month and the dates do not line up. Depending on
what happens during the month, they may never line up with exactly how you are producing the
water and measuring the production. A three to six month running average determines whether
the trend is increasing or decreasing.
Mr. Ziko asked since we lost one entire billing cycle this year already, where does this
figure in?
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Mr. Goscicki responded it is determined as if you averaged across those two months.
Mr. Benson stated in April we took the homes using potable water for irrigation and put
them under the irrigation system, and the total gallons decreased and stayed there. Also, those
were the old meters which we replaced because we were concerned we were not charging for all
of the water going through them. Therefore, there is a chance we may see some improvement in
the long term. Starting in May the percentage oflost water was less than it used to be.
Ms. Dillon asked why was July so high?
Mr. Benson responded some of the water which showed as negative in the months before
was unmetered, and you cannot sell more water than you make.
Mr. Dick stated we brought in our meter readers from Miami, and you are all aware we
were having problems with meter readers. They did an audit on every meter and got accuratc
readings. This indicated someone was estimating the readings and not recording true and
accurate usage previously. We captured what was possibly missed in previous months, which is
the reason I believe we are seeing this correction.
Mr. Lambert asked are we still seeing pump action early in the mornings which you
showed us at one time?
Mr. Dick responded we no longer have the recorder on there anymore.
Mr. Lambert stated this would indicate a leak.
Mr. Dick stated it may also be irrigation. After doing all of these numbers, we
determined one irrigation system still being tied to potable water may cause the problem. One of
my plans next week is to turn on these irrigation systems and sample the water. If we have
chlorine in the water, I will know it is potable water. It seems too difficult to eliminate thc
irrigation systems because a fractured pipe causing water to leak into the ground is small.
Mr. Lambert stated please date any documents you give us. I was sorting through some
old papers and was not able to determine whether or not I should kcep them.
Paint Fire Hydrants
Mr. Ziko stated we had different situations here. The fire department was going to paint
them, we were going paint them and consequently, no one painted them.
Mr. Goscicki stated we are not going to wait for the fire department. We will just paint
them.
Mr. Lambert stated we already have the paint.
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Research Capacity of Facilities with Possibilitv of Adding Additional ERCs
Mr. Ziko stated this has been tabled for quite a while. Do we want to take any action or
should we leave it tabled? This is on the agenda as a separate item.
Mr. Lambert responded we should discuss this as an agenda item after we finish going
over the open items.
Bond Payoff Procedure
Bond Status of Individual Lots
Mr. Goscicki responded I still need to provide these items.
Mr. Ziko asked do these take a long time?
Mr. Goscicki rcsponded since I do not have a written procedure for the bond payoff, my
staffliterally has to write how this is handled and create procedures.
Mr. Ziko asked what about the bond status?
Mr. Goscicki responded I need to clean it up. It is currently on a large spreadsheet which
we use as a working document.
Proposed Fire Station
Mr. Ziko stated as discussed earlier Mr. Cox and Mr. Mack are going to handle this.
Mr. Bissell stated perhaps we should add sale of the pickup trucks.
Mr. Ziko stated I was going to discuss the sale or disposal during Supervisors' Requests.
A. Evaluation of ERCs
Mr. Weyer stated we made a presentation in July and came through with a final
evaluation of approximately $16,500, and left it for the Board's consideration.
Mr. Goscicki stated Mr. Bcnson did an evaluation some time ago and said there was a
potential for additional capacity within the water and wastewater system which may generate
additional ERC capacity which thc District will own. It physically exists within the system and
the District will have the ability to re-rate the plant, gcnerate additional capacity on paper and
have the option to do something with the capacity. Several community members voiced interest
in acquiring additional capacity. One of them hired Fishkind & Associates to evaluate the value
of the ERC capacity. This is currently what is on the table. There are also a couple of different
Issues. First of all, you must decide whether or not you want to do anything to formally
recognize the additional capacity existing in the system. Secondly, you must decide whether or
not you want to take any action in terms of making this a determination of what the valuc to the
capacity may be and adopting a policy of how you will go about disposing, selling or utilizing
the capacity.
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Mr. Gatti asked does the Board acknowledge or disagree there are excess ERCs based on
Mr. Benson's report?
Mr. Ziko responded Mr. Benson's report did not include 30% to 35% missing water
output which Mr. Dick just reported to us. This is a large amount, and I do not believe we
should do this right now.
Mr. Benson stated the numbers I used were based on water produced, and the wastewater
you received was not based on what we sell. If we produced 30% more water than we sold, it
was already factored in.
Mr. Gatti stated if we reduced the loss figure, it will further support the theory we have
more ERCs.
Mr. Benson stated I do not believe it is factored in at all. I base it on what we sell. If we
find a leak and reduce the amount we have to produce, we have even more available.
Mr. Gatti stated as we repair the leaks, the water becomes available to sell to someone
else.
Ms. Dillon stated SFWMD reduced the amount of water we can withdraw for irrigation.
Mr. Benson stated the demand for irrigation is based on the number of acres of land
which we are going to develop. No one is proposing to increase the number of acres of land
which is developed. They told us we can be given so many inches per week of water for
irrigation based on their standards, and it does not affect the number of homes actually on the
property. The water use permit for our drinking water was based on the buildout with the
estimated population as well as estimated gallons per day per person. We always try to put a
safety factor in the numbers. We round it off and multiply it out for a ] 0 year term. Therefore,
we asked for enough.
Ms. Dillon stated the May 1999 Engineer's Report which was done for the plant
determined we were not able to add more ERCs to the plant. The existing water and wastewater
treatment plants were originally done to accommodate the projected buildout for POI.
Mr. Benson stated my report is based on the 2005 update.
Mr. Cox stated there were so few uses in 1999 the data was skewed.
Ms. Dillon stated there is another issue aside from worrying about the plant and its
capacity. We have ERCs available on the market from people who currently have ERCs they are
not going to use. Thcy have their own opinions as to their value. The people who are requesting
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Port of the Islands C.LD.
we generate more ERCs are probably selling theirs for half of the price, as opposed to the market
value.
Mr. Gatti stated we should pursue this as we agreed. We should first decide if there are
ERCs available. If there are none then all of this other discussion is moot. Are there additional
ERCs potentially available from our plant?
Mr. Lambert responded apparently there are ifMr. Benson's report is accurate.
Mr. Gatti stated we have additional ERCs. It is the Board's decision whether or not they
should be available for further development.
Ms. Dillon stated this is not a simple question. According to Mr. Cox the CID cannot be
in the business of selling ERCs at fair market value. We have to go through a lengthy process
which involves reallocation of plant costs among the current bondholders. We also must decide
whether or not the market should take care of these additional ERCs which people want.
Although the ERCs are available, you must be willing to pay the price people believe they are
selling for.
Mr. Gatti stated we established we have ERCs to sell, but the price and conditions must
be taken into consideration.
Mr. Bissell stated I went through the process over seven months, and many questions
have arisen since this project at the hotel. They want to know how a 10-story building exceeding
the 100' limit in the POI building code was allowed. They also do not want to exceed the
development of 1,032 ERCs. They do not believe the Board should issue more ERCs than we
already have. There are ERCs available for sale by the development north of us. Based on my
conversations with residents, I do no believe the Board should issue more ERCs.
Mr. Lambert stated I am not in favor of issuing more ERCs. Most people I spoke to
moved here because it did not have the congestion of Marco Island or Fort Myers Beach. There
are two or three more parcels in which the ERCs were stripped off, and in order for any kind of
development to take place, they will have to ask for more ERCs. I am not certain what the limit
should be. I believe the market should determine the cost, and people may purchase them until
there are no more remaining.
Ms. Dillon stated the 10-story building is a moot point because they can build it whether
we like it or not. I am concerned about additional building. You may set a precedent if you
allow the ERCs to one person. If someone else comes along with a piece of property and needs
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ERCs, the precedent dictates you issue more. I am also worried about the legality of this issue.
Therefore, I am opposed to issuing more ERCs.
Mr. Ziko stated the determination we have extra ERCs has always been a bone of
contention with me. I am not certain we have extra ERCs, and I already stated many times I
want to reevaluate this when we are 85% built out. Since I believe doing this now may cause
major problems, I am not in favor of generating more ERCs.
Mr. Gatti stated the discussion I heard from the Board focused on the hotel, but I am
looking at the entire development since there is much more going on than just a hotel. Other
things are going to happen in terms of development and our needs. For the time being, I agree
we should let the marketplace determine the value of the ERCs. However, we may possibly need
a new water treatment plant in the next five to ] 0 years.
Mr. Benson stated we probably will need a new one in ] 0 years.
Mr. Gatti stated this changes the ground rules.
Mr. Benson stated this is not because of the capacity, but it is old.
Mr. Gatti stated in my opinion, we should let the marketplace determine what happens at
this point, but we should keep our mind open. These ERCs are money in the bank as far as ] am
concerned.
Mr. Lambert asked what are we going to do with this?
Mr. Ziko responded I believe we should leave it tabled.
Mr. Goscicki stated perhaps you should take this item off of the Open Items list since
there is nothing for staff to bring forward at this point.
Mr. Gatti asked is this acceptable?
Mr. Cox responded yes.
SEVENTH ORDER OF BUSINESS Supervisors' Requests
Mr. Bissell stated Mr. Benson knows my feelings for the work he has done. However, I
was disappointed you sat on this since last June or July 21", and you did not get this
communicated to the Board. Mr. Goscicki also had this information on August] 5th and did not
bring it to the Board or email us on it.
Mr. Benson stated I gave you a verbal report on it each month for a number of months. I
do not recall giving you numbers, but I do not believe you have a full understanding of what was
gomg on.
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Mr. Bissell stated I want to ask Mr. Cox' opinion on the report we received from Hole-
Montes. According to this, the property was sold by the Shucarts to this new development.
Also, there was a transfcr of ERCs which was done after the sale.
Mr. Cox stated the ERCs were movcd over because they were restructuring the property.
Mr. Bissell asked are you referring to the ERCs from the restaurant and bar?
Mr. Cox responded by closing the bar and restaurant the ERCs were unused. They are
not transferring them, but they are just available for use.
Mr. Bissell asked are you certain they are not transferring from the Shucarts to the new
developer?
Mr. Cox responded the ERCs are within the boundaries of this property. They have a
certain number of ERCs for use. They are not being transferred since they are still with the
property.
Mr. Bissell asked why is it a written agreement')
Mr. Goscicki responded within this parcel of property there is a sale of a portion of the
property to another entity, and the existing ERC capacity for this property is now allocated
within these two parcels. Therefore, it is now an allocation agreement as opposed to a transfer
agreement, and there is no increase or decrease in the ERCs. It is an allocation among the two
entities.
The record reflects Mr. Gatti and Mr. Ziko momentarily stepped out of the meeting
Ms. Dillon stated I am still not clear on this. One parcel has a certain amount of ERCs,
and now there are two parcels wjth two different owners.
Mr. Benson stated one person owns one half and another person owns the other half.
Ms. Dillon stated there was a transfer of ownership for part of the property, and some of
the ERCs transferred.
Mr. Goscicki stated they transferred ownership between entities, but they did not transfer
within the overall existing parceL If one piece of property is cut in half, the two new owners
need to determine who gets the ERC capacities which were allocated to the entire property
between them.
Ms. Dillon stated I thought there was a policy in which the CID had to at least nominally
approve the transfer of any ERCs within POL
Mr. Cox stated they did not transfer ERCs.
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Port of the Islands C.I.D.
Ms. Dillon stated you have a new owner ofERCs.
Mr. Goscicki stated this is equivalent to selling your home, and the new owner is
responsible for the ERC capacity on the property. It is a transfer of property ownership, but not a
transfer of ERCs.
Mr. Cox stated the ERCs are part of the property itself. For example, the RV park and
the North Park property were subdivided. The allocation of ERCs, bond debt and everything
associated with the larger property was contractually negotiated between the buyer and the seller.
It is an assumption of an obligation associated with the property.
The record reflects Mr. Galli and Mr. Ziko returned to the meeting.
Mr. Cox stated this overall property has a certain amount of ERCs. If you want to
increase or decrease those ERCs by selling them to another property, we need to know about it
because we need to ensure our infrastructure can handle the transfer, and we need to ensure we
charge our annual fees to the appropriate owner. If the individual property owners are just
moving the ERCs from one side of the property to the other side of the property, it does not
impact our infrastructure.
Mr. Bissell asked is the marina and hotel two different properties?
Mr. Cox responded they are two different properties.
Ms. Dillon stated this is a small issue, but I am trying to understand what we approved
because the marina which is separate from the hotel has 13.84 ERCs. They used to have 7.68
ERCs. In my opinion, this constitutes a transfer ofERCs.
Mr. Cox stated since this transfer was done a while back, perhaps you can relate all of
your questions and I will research and report back at the next meeting.
Mr. Ziko stated according to the 1999 Engineer's Report, Commercial Parcel 4, Newport
Drive, was assigned 48 ERCs. This parcel is on the west side.
Mr. Benson stated it is southwest commercial.
Mr. Ziko stated according to this report, between 1999 and August 2001 the hotel had 16
ERCs and Sunset Cay had 24 ERCs, which belongs to Mr. Burgesson, who built more
condominiums. I went through all the minutes, and I never saw where the Board approved this.
Mr. Cox stated this was approved at a meeting.
Mr. Ziko asked can I have a copy of it?
Mr. Cox responded I do not know.
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Mr. Ziko stated these issues were supposedly approved at a meeting, and I went through
the minutes and cannot find it. There were 24 ERCs, and now therc are eight.
Mr. Cox stated this may have occurred on the other side of the river.
Mr. Benson stated there were two transfers. One was the Stella Maris property, which
was called M I or M2 at one time. They decided not to build as many units on one side of the
canal and they transferred them to the other side of the canaL The southwest commercial
property had 48 ERCs, and the owners through transferred 24 of the 48 ERCs to the Sunset
Lakes Condominiums. All of this took place in the same physical area, but half of the ERCs
were transferred from one property to another.
Mr. Ziko stated the southwest commercial property had 48 ERCs in 1999, and it now has
eight. Sixteen ERCs went to the hotel.
Mr. Benson stated the property became smaller because it was subdivided.
Mr. Ziko stated we have three parcels over there with no ERCs.
Mr. Benson stated I disagree.
Mr. Ziko stated you may want to look it up because the southwest property was divided.
Mr. Benson stated the property boundary is on both sides of the road according to the
application and plans. The legal description from Collier County has a certain amount of acres
on both sides of the road. The 48 ERCs are with this overall property which they purchased.
Mr. Lambert stated I believe there are two parcels which have no ERCs on the far west
side behind the long road along the highway.
Mr. Benson stated part of this property is the parking lot.
Mr. Christopher Shucart stated those are hotel ERCs.
Mr. Lambert stated they are two separate parcels with no ERCs.
Mr. Benson stated Mr. James Shucart owns one piece of property.
Mr. Christopher Shucart stated he also has ERCs on it. This is the parking lot for the
hotel. Does the second parcel belong to you?
Mr. James Shucart responded it belongs to me and has eight ERCs on it. This one which
has no ERCs is the parcel we offered to sell to the CID for the fire station.
Mr. Lambert asked what about this one?
Mr. James Shucart responded this is a retention area.
Mr. Bcnson stated it is part of this property.
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Port of the Islands C.I.D.
Mr. Christopher Shucart asked is it part of the marina?
Mr. Lambert responded yes.
Mr. James Shucart stated a retention area does not require ERCs.
Mr. Lambert stated it is a separate parcel.
Mr. Christopher Shucart stated I do not believe it is developable.
Mr. Benson stated does this go with someone's home')
Mr. Lambert responded I do not believe so.
Mr. Benson stated I believe the county considers this parcel and some of these lots with
no lighting as one parcel.
Mr. Cox stated I believe when they were building the plant n they were also considering
boat storage and dry storage.
Mr. James Shucart stated currently there is a plan in place.
Mr. Benson stated the number of ERCs is the same.
Mr. Goscicki stated it is going to be difficult for the recording secretary to get any of this
conversation.
Ms. Dillon stated I am just trying to understand this.
Mr. Goscicki stated we will record this as various discussions for ERCs between parcels.
Mr. Bissell stated since we want to understand the process, I want Mr. Cox to look at this.
Ms. Dillon asked do you believe there is a policy which the cm must approve in order to
transfer the ERCs?
Mr. Cox responded there is a policy for the transfer of ERCs bctween different properties.
However, there is no policy within a property since the CID is not concerned with how the ERCs
are used.
Ms. Dillon stated there was a distinction between new owners of a portion of ERCs, and I
was not able to understand the difference.
Mr. Lambert asked are we moving forward with the sale of the trucks since we do not
want them to rust apart?
Mr. Goscicki responded I will have to check the status with Mr. Dick when he returns. I
am aware the Board asked us to sell them.
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Mr. Bissell stated when we purchased the latest pickup in 2002 it was advertised as POI
was taking bids, and Mr. Stephens had the highest and only bid on the pickup at the time.
assume you just have to put it up for bid.
Mr. Goscicki stated we have to put it through a competitive process since we cannot just
dispose of them.
Mr. Lambert stated I do not know if we are starting or running them. Obviously, they are
not being driven. They are going to deteriorate quickly if we do not do something with them.
They may not be worth much now, but they are going to be worth much less if we do not move
forward.
Mr. Goscicki stated we will move forward.
Mr. Lambert stated I do not know how anyone can test drive them. Are they currently
insured?
Mr. Goscicki responded no. They will be sold as is.
Mr. Ziko stated we discussed this during the last meeting. We do not want these vehicles
sitting on our property since no one is using them, and they are not good for anything else. What
is the best and fastest way to dispose of them?
Mr. Goscicki responded any assets which have value must go through a competitive
process in order to dispose of them. We cannot just sell them to anyone who wants them.
Severn Trent will put a bid document together and advertise it as notification of the sale. We
work with a couple of companies who purchase surplus property, and we will ensure they are
notified and get a bid.
Mr. Gatti asked can Board members bid on them individually?
Mr. Goscicki responded certainly.
Mr. Lambert stated in the last set of minutes we approved today, there was a discussion
about Orchid Cove. Are they getting two points of metering for potable water and irrigation?
Mr. Benson responded individual units are getting potable water meters, and they are
going to have a master meter for irrigation, which is how they wanted it to be per discussions
between their field staff and Mr. Dick. I contacted the engineering company who did the work,
and they called me back to say they were going to do the work.
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Mr. Lambert asked does the plan involve one meter for irrigation and fire and individual
meters for each residence, with the CID not owning and maintaining the water system on their
property for the potable water?
Mr. Benson responded this is open for them to offer to us at a later date.
Mr. Lambert asked did the Board agree to this~
Mr. Benson responded the Board has not decided one way or the other, but they are going
to make us an offer according to their letter.
Mr. Lambert asked is it possible to for the Board to read all of the C!D's policies?
Mr. Goscicki responded the Board usually establishes a policy by resolution and motion.
I will ask my Recording Department to develop a list of all resolutions dealing with policy issues
which the Board enacted, and we will distribute it to the Board members.
Mr. Lambert stated I am not interested in resolutions adopting the budget, but I believe
there are other policies and resolutions some of us may not be aware of.
Mr. Cox stated there is a series of procedural rules which were adopted by the District.
Mr. Goscicki stated the rules of the District are adopted by resolution, and I recently
made copies for myself. They deal with many development issues we just discussed; they
determine the method to establish your water and sewer rates; and there is also a set of rules
dealing with transfer ofERCs.
Mr. Lambert asked are they in an electronic format?
Mr. Goscicki responded we have them scanned and can send them as pdf files.
Mr. Lambert stated having access to this material will be helpful.
Mr. Ziko stated we do not know what these policies are or if they exist.
Mr. Bissell stated I believe the Board should review this for the future. For example, we
can do away with the Employee Retirement Benefit since we do not have employees. I believe
the agreement we have with Hole-Montes should be rewritten. Mr. Benson will agree there are
items in there which we could handle. I also believe we actually hired Hole-Montes to do our
work, which should be included in the contract with them, as opposed to the way it is currently
written.
Mr. Benson stated I attend the meetings because we have a continuing agreement, and
when you ask us to do work, you are perpetuating the agreement.
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Port of the ISlanl a.d.
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Mr. Bissell stated we can ask someone else to do work for us according to the agreement,
creating a grey area in the procedure. As a result, I believe we should re'WTite the agreement
stating Hole-Montes is going to do all of our work.
Mr. Lambert asked are we all squared away with the auditors and are they proceeding
with the most current audit they should be working on?
Mr. Goscicki responded yes.
Mr. Lambert asked is there anything pending from years back0
Mr. Goscicki responded no. They are paid in full and working on the current audit.
There are no outstanding issues.
Mr. Lambert asked who determines when we make a payment on the bond?
Mr. Cox responded the bond indenture.
Mr. Goscicki stated the bond indenture typically gets paid three or four times per year.
Mr. Cox stated they get paid two times per year. November is interest only and May is
principal and interest.
Mr. Lambert stated we are showing we made one payment and we are going to make
another one in November.
Mr. Goscicki stated our treasury group monitors this.
Mr. Lambert asked since it has remained the same for a long period of time, who decides
or how do we know when the payment is made?
Mr. Cox responded it should be in YOllr budget.
Mr. Lambert stated this is what I was looking at and it did not really answer my question.
I could see where we paid something this year.
Mr. Cox stated perhaps it is in the audit where it shows a table with all of the remaining
bond payments to be made.
Mr. Lambert stated the major concern is not to overlook anything.
Soon after Severn Trent took over there was a problem with a chlorinator and it was
going to have to be replaced. Was this done?
Mr. Dick responded It is actually a chlorine analyzer, which has not yet been received.
Mr. Lambert stated when we set up the new landscaper we also had a contract for
someone to come out two times per year to review what is going on.
Mr. Dick stated it is done six times per year.
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Mr. Lambert asked have any of those reviews taken place?
Mr. Dick responded the second one was done this past week.
Mr. Lambert asked who gets the feedback?
Mr. Dick responded I need to find out. Mr. Michael Lackey from OLM called me on
Monday to see if I could attend, but I could not.
Mr. Lambert stated the process is working.
Mr. Dick stated I believe they do monthly reviews for the first six months.
Mr. Goscicki stated they do monthly reviews for the first four months in order to ensure
they got the contractor and themselves in synch. They then back off and do this less frequently.
Mr. Ziko stated according to the tax collector's website, we have a problem with the
North Hotel, who owes us $155,000. Can we start foreclosure proceedings now as opposed to
the situation with Ms. Marchand?
Mr. Cox responded no.
Mr. Ziko asked why?
Mr. Cox responded this District uses the alternative method of collecting as stated in
Chapter 197 in which it is put on the tax roll. If it is not paid, it goes to tax certificate sale. The
certificates which did not sell in the ongoing process ultimately leads to a tax deed.
Mr. Ziko asked how long does this process take?
Mr. Cox responded it is approximately seven years.
Mr. Ziko stated at the end of seven years this may add up to $900,000 and we get
ourselves into the same situation we had with Ms. Marchand.
Mr. Cox stated I believe one has a mortgage and the mortgage holder will find out about
it and commence foreclosure to force the person to pay it. They will pay it and your lien is
superior to that of the mortgage holders, so they are not going to let it go through the process. If
there was no other third party to enforce the provision, it can be done alternatively as part of the
next budget cycle, and this year was already done. We can take the assessments off roll as we
did with bonds for the properties which triggered people to get caught up. Currently, there are
few places where tax certificates do not sell.
Mr. Bissell asked can you alert the mortgage holder?
Mr. Goscicki responded the first step is to see if the tax certificate sells. Most districts
use this alternative method which takes you out of the foreclosure business and puts it in for the
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Port of the Islands C.l.D.
tax sale. This has been a successful process since the District gets their money, but if this does
not work, we look at other options.
Mr. Ziko stated they actually owe $188,000 to the county.
Mr. Goscicki stated $155,000 of it belongs to the CID.
Mr. Ziko stated can we purchase it?
Mr. Cox responded this is theoretically possible.
Mr. Goscicki stated at the last mecting Severn Trent was going to come up with a
reconciliation of the contract on a monthly basis in the financial statements, which I have not
seen.
Mr. Cox asked are you referring to the outstanding capital improvement plan?
Mr. Ziko responded that is correct. This is for the $30,000 you have been drawing on
which was discussed at length.
Mr. Goscicki stated you are referring to the reconciliation of our maintenance budget.
Mr. Ziko stated you told us it will be done on a monthly basis.
Mr. Goscicki stated this should be part of the monthly report which we produce.
Mr. Ziko asked will we see it next month?
Mr. Goscicki responded absolutely.
Mr. Bissell asked does Mr. Dick have a secretary?
Mr. Goscicki responded her name is Ms. Angie Lockhart, and she is a competent and
talented lady.
Mr. Ziko stated there is a GMC truck which I thought we paid out. We had a check come
through on the check register for another $487 for the truck. If these trucks are worthless, why
are we still paying GMAC?
Mr. Goscicki responded we paid them off.
Ms. Dillon stated there may have been a timing issue.
Mr. Goscicki stated it may have been the last payment we made prior to the payoff.
Mr. Ziko stated we should not see anymore payments.
Mr. Bissell asked who is going to pay Dixie Dirt Movers to haul off the trash?
Mr. Dick responded Severn Trent pays the first $20,000 for sludge disposal.
Mr. Bissell asked do you also pay Waste Management?
Mr. Dick responded yes.
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October 13, 2006
Port of the Islands C.l.D.
Mr. Goscicki stated you should not see those checks after the August financial
statements.
Mr. Ziko stated I have approximately six or seven items on the check register, and
perhaps you can tell me what they are. The first one is Check #51205 to Nortrax in the amount
of $483.36. The description says authorized by Tim. Do you have any idea what this is for since
Mr. Stephens was not working for us at the time?
Mr. Goscicki responded this was the date it was posted. However, I will check on its.
Mr. Ziko stated the next one is Check #51210 to Severn Trent which includes four pages
of invoices for additional fees for March 2006, February 2006, December 2005 and November
2005. Why are we giving you additional fees in August of this year for October, November and
December 2005?
Mr. Goseicki responded we also have deductions for those amounts following them.
Mr. Lambert stated there are approximately three or four pages where it appears they are
checking on to each one.
Mr. Goscicki stated we went through an internal audit recently which looked at how we
were carrying some of these charges to our clients and what we were accruing when we were
billing and when we were not. I will get you an explanation at the next Board meeting.
Mr. Ziko stated the next one is Check #51215 to Superior Power Equipment in the
amountof$I,301.75 for a battery charge. Can you explain?
Mr. Dick responded perhaps a battery charge was added to the generator.
Mr. Bissell stated I brought this up at a meeting a couple of months ago.
Mr. Goscicki stated I believe this is a charge from Superior Power Equipment for routine
maintenance on our generator.
Mr. Ziko stated with regards to this ExxonMobil charge of $85, I did not think we were
paying for fuel for you to drive the trucks.
Mr. Goscicki stated you are not. This was posted on the 3rd for billing from Mr. Stephens
in the prior month.
Mr. Ziko asked can you explain Check #51226 to Great Lakes Homes in the amount of
$444.38 with no description?
Mr. Goscicki responded the explanation is on the next page. This is a water and sewer
refund.
40
October 13,2006
Port oflQJds C.I1. ,~ r
Mr. Ziko asked what did we do with Great Lakes Homes?
Ms. Dillon responded they are building a new home.
Mr. Ziko asked is Check #51234 for health insurance in July for Mr. Stephens?
Mr. Goscicki responded yes.
Mr. Ziko asked has Mr. Stephens' severance pay and all other issues been taken care of?
Mr. Goscicki responded yes. Severn Trcnt closed him out and he was put on the COBRA
program.
Mr. Ziko stated I do not understand why we put him on COBRA when we were not
supposed to do so.
Mr. Goscicki stated these are payments which were already made.
Mr. Ziko stated on August nrd the description on Check #51271 to RSGIFlorida
Consultants states, COBRA/Tim Stephens. According to this, he was not working for us for at
least three weeks and we were making COBRA payments towards our health insurance.
Mr. Goscicki stated I will check with Human Resources to determine if there are any
contributing requirements from COBRA. We may be required to continue making payments on
our side in addition to the payments he has to make on his side.
Mr. Ziko stated I thought the employee pays for the entire program.
Mr. Goscicki stated I am not certain.
Mr. Ziko stated before you make another payment to COBRA, I would like you to
research this.
Mr. Goscicki stated in my limited experience with COBRA, we are required to offer the
benefit to the employee. The cmployee pays a sct amount based on the policies in place and how
they were developed with the health insurance. There may be a requirement in the program for
the employer to pay a contributing portion, but I am not certain.
Mr. Cox stated the employee pays a limited portion.
Mr. Goscicki stated a significant portion is paid by the employee, and I will detennine
what it is.
Mr. Ziko stated with regards to Check #51263 to Golden Gate Well for grouting material,
is this for the well casings when the wells were re-grouted?
Mr. Dick responded this is for the Artesian well in which Mr. Stephens was unable to
stop the flow.
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October 13, 2006
Port of the Islands C.I.D.
Mr. Ziko asked arc you referring to the one he backed the truck over?
Mr. Dick responded yes.
Mr. Ziko stated this cost us $4,278.
Ms. Dillon stated I do not believe this is in our contract.
Mr. Dick stated I believe this was back in June or July.
Mr. Bissell asked will we be reimbursed?
Mr. Dick responded Mr. Stephens backed over it.
Mr. Bissell asked where did this happen?
Mr. Dick responded there is a standpipe next to an abandoned well on the water plant
side. He drove over it and knocked the standpipe off. The water flowed out at 100 gallons per
minute. After trying several methods of plugging the well himself, he called Golden Gate Well
and they grouted the well in order to stop the water flow.
Mr. Benson stated I bclieve there is an abandoned well on your property which probably
was not abandoned legally. When they banded it down, they capped it off some time ago.
Mr. Dick statcd he broke the cap.
Mr. Benson stated according to the way it should be done, it should be considered an
abandoned well.
Mr. Goscicki stated I noticed the COBRA payment was only $25. Mr. Stephens pays
approximately $600 per month. This is probably an administrative fee to set up the program.
Mr. Ziko stated Check # 51272 in the amount of $4, 198.23 for a prepayment seems high.
Mr. Goscicki stated this appears to be a prepayment to POI in which the check was made
out to someone else and deposited.
Mr. Cox stated this will probably be transferred to debt service.
Mr. Ziko asked does this have anything to do with the bond payoff policy?
Mr. Goscicki responded you are looking for a policy in which the individual gets their
bills prepaid and how this flows down through the system.
Mr. Ziko asked is Phase II, Lot 12 part of this?
Mr. Goscicki responded yes.
Mr. Gatti asked do you own this lot out here?
Mr. James Shucart responded yes.
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October 13, 2006
pl PthLslaJ cl.D. ~ \
Mr. Gatti stated the contractor is creating a garbage heap. There are cans and plywood
being piled up against the chain link fence. Can you speak to the contractor?
Mr. James Shucart responded I will be happy to speak to him.
Mr. Gatti stated Ms. Dillon asked my opinion of the ERCs. Although I believe they
should be kept on hold, wc should keep our minds open. The developers have spent much of the
money to make POI what it is. We should not be short-sitcd in what they are doing, how much
they helped us and how much they contributed to this community. I encourage the developers to
keep this going and do what is necessary to develop this as a first-class operation in order for us
to be able to open the restaurant again and do everything necessary to make this a complete
package. The developers and owners of the various propcrties in this community should mesh
together. I have no ill feelings towards the developer since I watched every house get built. My
brother was the first and I was the sixth to build out here, and thc developers have really made
this happen and we cannot forget it. They also carried the major load when it came to the
contribution and running of our operations here. Unfortunately, I have to leave to attend a
meeting at 2:00 p.m.
Ms. Dillon asked are you going to attend the Executive Session?
Mr. Gatti responded if the Board is having thoughts about a legal action of any kind, I am
totally opposed to it. In fact, I will not sit as a Chair if this occurs. I believe it is an absolute
misuse of our funds and our authority. I bclicve we should think this out before taking action.
The record reflects Mr. Gatti had to leave the meeting and Mr. Ziko has taken over as
Chair of the meeting
EIGHTH ORDER OF BUSINESS Audience Comments
Mr. Saalprank stated with regards to your discussion of the draft developer's agreement,
when I developed different projects such as making cuts across a road for drainage or raising
the water pipe, I had to agree to maintain and guarantee the cut for one year at my own expense
in i 00' on either side of the cut. This should be up fi)r consideration because of what happened
at Orchid Cove. in following what happened over there in which we lost the water and it came
back a couple of times, 1 believe you should consider something in your draft in which the
developer guarantees the work bejiJre you accept it fi)r a period of time, as well as the distance
on either side. When I had to do this, everything worked out and there were no problems.
Mr. Ziko statcd this relates to what we were discussing earlier in the meeting.
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October 13, 2006
161 l'~1
Port of the Islands C.I.D.
j
Mr. Saalprank stated J understand accepting it, but there should be a time period when it
is 100% complete in which they guarantee itfor a period of time due to settling as well as work
performed incorrectly which may show up in the future.
Ms. Dillon stated I agree because we talked about this with Orchid Cove.
Mr. Saalprank stated J have been following the issue of the ERCs. This is a concern for
both the developers and the Board. J want to know if anyone determined the date the ERCs were
established, whether an individual or engineering firm established them; or if the Board placed
the number of ERCs for availability. What are the criteria?
Mr. Ziko responded there are 1,032 available ERCs. There are excess ones at the RV
park, the North Hotel and the south property on the east side.
Mr. Saalprank stated they are not considered excess.
Mr. Ziko stated they are assigned and not used. They were assigned with an engineering
report, which I believe Hole-Montes handled.
Ms. Dillon stated it was done when the plant was built.
Mr. Cox stated they had the scheme of development in which they knew they were going
to do a certain number of single- and multi-family units, and the zoning determined how many
ERCs should be there.
Mr. Benson stated it was also based on how much you were gomg to assess each
property. It was basically done when the CID was set up.
Mr. Ziko stated [ believe there was a logic to the engineering sequence when the number
of ERCs were created and distributed to the general public and property owners.
Mr. Cox stated the owner decided she did not want to be in the development business in
Florida since she was located in California, and ordered the asset liquidated. Since they were not
able to get a single person to purchase all of it, they had to split it up at an auction, which was
when it all got confusing.
Mr. Saalprank stated the issue with me came up because the J 999 packet of papers
claimed it was no longer feasible versus a conflicting report it may be possible for the ERCs.
This becomes a grey arealor me since J have done some redevelopment and J am following this
carefully.
Mr. Benson stated I wrote the report you are referring to from 1999. At the time, the
community was approximately 20% developed and my report basically stated we have a plan,
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October 13, 2006
Port of the Islands C.l.D.
but since we do not have enough information to change our plans, we should stay with what we
have. Six years later, the CID asked me to update the analysis when the community was 50%
developed. Therefore, I do not believe it is conflicting, but this was all the information which
was available at the time.
Mr. Saalprank stated three years ago 1 requested and was given a tour of the plant.
Since then, much money has been designated and spent for improvements at the plant 1
requested another tour at the July meeting in order to see for myself what the money was spent
on. 1 was there when the doors were leaning up against the building; there were rolled hoses;
and electric wires were lying on the ground not in the appropriate conduit. 1 wanted to see these
improvements, but Mr. Galli told us the plant was still under construction and would be
complete in approximately three or four months. 1 hope this is not a forgollen item on the
agenda. The people are concerned where the money is going and need to see where the money is
being .\pent. This is a major expense and people have paid for assessments within their
community.
Ms. Dillon stated I do not believe we ever intended not to have it, but we were hoping to
wait until Mr. Dick had some of these issues worked on, which he is still in the process of doing.
Mr. Ziko asked when do you believe is a good time to have a tour?
Mr. Dick responded there is some major construction which has not been completed.
However, you are welcome to come to the plant anytime as far as I am concerned.
Mr. Ziko stated the plant looks 90% better since Severn Trent took over. The
assessments which were put on were not just for the plant. If you look at the infrastructure on
Newport Drive and other side of the weir, a lot of money was spent during the last year which
does not show up to the naked eye. You probably will not notice it until something breaks. This
Board has taken on the financial and fiscal responsibilities, and we are doing the best we can for
this community.
Mr. Goscicki stated the million dollar improvement at the plant is just getting started and
we just got the permit promised.
Mr. Benson stated the first permit was issued as of the 10th
Mr. Goscicki stated as Mr. Dick stated if community members want to tour the site, our
primary operator is there Monday through Thursday, but not on Friday. I would rather have you
45
October 13, 2006
16111i<\
Port ofthc Islands C.I.D.
there when our lead operator is on site, and we will ensure he takes you around. We prefer if
there is an interest in the community to do it as a group.
Mr. Saalprank stated a group tour makes much more sense. Interested individuals who
may have never seen the plant and have no idea where the money is going will be made aware of
what is working over there.
I moved here almost four years ago and the corner lot which was discussed with Mr.
James Shucartlooks like a potpourri of salvage, and I do not believe it is complimentary to the
neighborhood. There is old and deteriorated plywood leaning against the chain link fence as
well as cans and rubbish underneath. This is not complimentary to anyone on the Board or
anyone who lives within the community.
Mr. Ziko stated these are considered code violations. You should call code enforcement
if you see something which you believe is a code violation, and the county may institute a
penalty.
Mr. Goscicki stated this Board has no policing authority.
Mr. Saalprank stated I understand this which is why I cleared myself of this agenda.
Mr. James Shucart stated if a person has a complaint or recommendation, they should
come to us and explain instead of going right to the county.
Mr. Ziko stated I believe the owner should self-police his own property to ensure it is
feasible. You tell us you are a member ofthis community and it does not take too much effort to
look at it, say this is unacceptable to me and get it fixed. It is not up to us to do.
Mr. James Shucart stated there are many options available to you. When I have an issue
with someone I like to talk to them about it.
Mr. Ziko stated if it does not get cleaned up the only option we have out is to call code
enforcement.
Mr. James Shucart stated you said if.
Mr. Ziko stated it is not cleaned up.
Mr. James Shucart stated this was just presented to me today and my first reaction
immediately was, Iwil/take care ofit.
A resident asked does Mr. Benson have a chart which shows the location o{the meters
fiJr irrigation in the various projectsfor us to look at or is it available on line?
46
October 13,2006
Port It61lands ~.J. r'
Mr. Benson responded I do not have anything because most of the irrigation was built a
little at a time.
Mr. Ziko stated Mr. Robert Soto should have this information. He is in charge of the
landscaping hcre and he took over from Big Cyprcss.
Mr. Benson stated it was built piecemeal over the years by different irrigation contractors
and whoever was doing landscape maintenance at the time.
Ms. Dillon stated the meter readers should know where they are.
The resident stated there are areas on the lakes with both condominiums and villas, and
we have an issue over how much of the irrigation is being paidfor by the condominium and villa
owners. If we know where the meters are located, perhaps it can be divided in some way in
order to assist in our bookkeeping
A resident stated we have three separate entities and according to our documents, we are
supposed to have three separate financial statements. Presently, one is co-mingled and there is
one budget item jilr everything We are attempting to split them between lakes, villas and
condominiums.
Mr. Benson stated we may be able to find the record drawings for when those units were
built, which are the original S&P documents and determine where they were going to put the
meter for each phase since they were built in phases.
A resident stated there is a right-oj:way along the road which we own. How much do you
pay to have it mowed and how much are we supposed to pay?
Mr. Dick responded the general rule of thumb is the swale.
The resident stated there is still no real swale out there. There is a berm which goes
across and down into a hedge.
Mr. Dick stated between the roadway and the hedge there is a swale.
Mr. Ziko stated I believe it is approximately 15' off the edge of the road.
The resident asked is the CID responsible for this?
Ms. Dillon responded it should be in the landscaping contract.
The resident stated 1 do not know who is being chargedjc)r it.
Mr. Ziko stated we are mowing 15' from the road and paying for it.
A resident asked how much is built-up out here now?
Mr. Ziko responded it is approximately 55% built out.
47
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October 13, 2006
Port of the Islands C.LD.
The resident asked does this include Orchid Cove?
Mr. Ziko responded Orchid Cove is not included since it is not yet built out.
The resident stated with regards to the roadway which is currently being worked on. they
are extending the road on each side by 3', Is it for a bike path directly next to the road?
Mr. Ziko responded yes.
The resident asked will you be resurfacing the entire road?
Mr. Ziko responded that is correct.
The resident asked will you resurface the other two or three roads which go to the left?
Mr. Ziko responded yes. I hope this takes place within the next couple of weeks before
we get the next big influx down here.
A resident stated last year the Board authorized a person whom I cannot remember to
work with the county regarding landscaping of the median near the highway.
Mr. Ziko stated Mr. Dennis McKay was in the meeting. Unfortunately, he had to leave,
but he told us the county has all the plans ready and within four to five weeks you are going to
see the median start to change shape.
Mr. Lambert stated the county was delayed because of the hurricane last October and
they had to catch up.
NINTH ORDER OF BUSINESS
Approval of July 31 and August 31, 2006
Financial Statements and Check Registers
There being no questions or comments,
On MOTION by Mr. Bissell seconded by Mr. Lambert with all in
favor the July 31 and August 31, 2006 Financial Statements and
Check Registers wereapproved.
Mr. Bissell stated we did not have the last meeting because of the approaching storm.
What does the velocity have to be before you cancel a meeting?
Mr. Cox responded the Court Reporter's office called and told me the Court Reporter
does not want to go down there because a storm is approaching, and I cannot have a meeting
without a Court Reporter.
48
October 13,2006
TENTH ORDER OF BUSINESS Adjournment
There being no further business, the meeting was adjourned.
~~13~L(J
-"1
11 ~ '
,
1
"
Port of the Islands C.l.D.
~~-tt\o
Richard Gatti
Chairman
Assistant Secretary
49
Port of the Islands
Community Improvement District
Agenda
Friday
October 13,2006
10:00 a.m.
I. Roll Call
2. Approval of the Minutes of the August 11,2006 Meeting
3. Manager's Report
A. Discussion of Draft Developers Agreement
B. Field Manager's Report
4. Attorney's Report
5. Engineer's Report
A. FDEP and Wastewater Treatment Plant Permit Issues
B. Fire Hydrant Relocation
6. Discussion of Open Items
A. Evaluation of ERCs
7. Supervisors' Requests
8. Audience Comments
'" /
i ,.....
Egret Room
25000 Tamiami Trail
Naples, Florida
9. Approval of July 31 and August 31,2006 Financial Statements and Check Registers
10. Adjoununent
Ifill
Naples Daily News
Naples, FL 34102
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Affidavit of Publication
Naples Daily News
------- ---------- ---------+-----------------------
67.000 INCH
10/06/06
::~~:~~~:~~~~~~~::~~-~~~-~~-~~~---~-~-~~~~-~--+-----~~--~--------------
Sworn to and Subscribed before me thi:~ day of ~~
Personally known by me ~~ (J,A_/(l _
PORT OF THE ISLANDS
210 N UNIVERSITY DR #702
CORAl, SPRINGS FL 33071
REFERENCE, 010948
59299194
Notice of Meetingpor
State of Florida
County of Collier
Before the undersigned authority, personally
appeared B. Lamb, who on oath says that she serves
as Assistant Corporate Secretary of the Naples
Daily News, a daily newspaper published at Naples,
in Collier County, Florida: that the attached
copy of advertising was published in said
newspaper on dates listed.
Affiant further says that the said Naples Daily
News is a newspaper published at Naples, in said
Collier County, Florid,?, and the>.t the said
newspaper has heretofore been continuously
published in said Collier County, Florida, each
day and has been entered as second class mail
matter at the post office in Naples, in said
Collier County, Florida, for a period of 1 year
next preceding the first publication of the
attached copy of advertisement; and affiant
further says that she has neither paid nor
promised any person, firm or corporation any
discount, rebate, commission or refund for the
purpose of securing this advertisement for
publication in the said newspaper.
PUBLISHED ON, 10/06 10/06
AD SPACE,
FILED ON,
20tJip
,-,------, --,- -----
\" '. I . -- Ntltali PUi;l!tc-Slate -of Florida
~.\-, SUSJ" C\ ;:~~Jr~'-
l ~;j:) :'.'Y t.,c;c. ""Sion 003827. 29
1- Of J\.~ f-y;-,i:es ~J 1/0212009 _
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STANDARD DEVELOPERS AGREEMENT
THIS DEVELOPERS AGREEMENT (hereinafter, the "Agreement") is made and entered into this day
of 20, b Y and between a Florida corporation, its successors and assigns, (hereinafter,
the "Developer"), and a municipal corporation organized under the laws of the State of Florida
(hereinafter, the "District").
WHEREAS, Developer owns or controls lands located in Collier County, Florida, and described in Exhibit
"A", attached hereto and thereby made a part hereof as if fully set out in this paragraph (hereinafter, the
"Property"), and Developer has or is about to develop the Property by erecting thereon, improvements which
will require water and sewer service; and
WHEREAS, Developer wishes to promote the construction of central water and sewer facilities so
occupants of each residence or commercial improvement constructed on the Property will receive adequate
water and sewer services; and
WHEREAS, District is willing to provide, in accordance with the provisions and stipulations hereinafter set
out, central water and sewer facilities, and to have extended such facilities by way of water mains, and to
thereafter operate such facilities by way of water and sewer mains, and to thereafter operate such facilities
so that the occupants of each residence or commercial improvement constructed on the Property will
receive an adequate water supply and sewer collection service from utility; and
Whereas, Developer understands that this contract for service in no way entitles Developer to densities
which are greater than those allowed under the density provisions of the Comprehensive Plan of Collier
County or to densities or development rights that exceed the EDUs allocated to the subject Property or as
may otherwise be limited by the District.
NOW, THEREFORE, for an in consideration of these premises, the mutual undertakings and agreements
herein contained and assumed, Developer and District hereby covenant and agree as follows:
1. The following definitions and references are given for the purpose of interpreting the terms as used
in this Agreement and apply unless the context indicates a different meaning:
(a) "Service" - District water and sewer service to each lot. Thus, the maintenance by District of
adequate pressure at Point of Delivery shall constitute the rendering of water service and
connection of wastewater collection lines shall constitute the rendering of sewer service;
(b) "Point of Delivery" - the point where the pipes or meters of District are connected with the
pipes of each lot. Unless otherwise indicated, the point of delivery shall be at a point on the lot
line;
(c) "Contribution-in-Aid-of-Construction" - the sum of money, the donation of property, or of other
thing of value including the water distribution system and sewage collection and disposal
system constructed by Developer, which Developer covenants and agrees to deliver or pay to
District as a contribution-in-aid-of-construction to induce the Dislrict to provide water and
sewer service to the Property.
2. To induce District to provide the water and sewer treatment facilities to the Property, and to
continuously provide consumers located on the Property with water and sewer services, Developer
hereby covenants and agrees to construct and to transfer ownership and control to District of the
ClDocuments and Settings\SwadeJIlocal SetlingslTemporary Inlemet Files\OlK1\Developers Agreement Draft 9_29_06.doc
161
1 1 ~ f
.J.. \
on-site and off-site water distribution and sewage collection systems referred to herein as a
contribution-in-aid-of-construction.
(a) Approval of Plans by District - Developer shall cause to be prepared engineering plans
and specifications, prepared by and sealed by professional engineer registered in the State of
Florida showing the on-site and off-site water distribution and sewage collection systems proposed
to be installed to provide service to consumers within the subject Property. District will advise
Developer's engineer of any sizing requirements as mandated by District main extension policy.
Such detailed plans may be limited to a phase of the Property, and subsequent phases may be
furnished from time to tome, however, each such phase shall confirm to a master plan for the
development of the Property and such master plan shall be submitted to District concurrent with or
prior to submission of plans for the first phase. All such plans and specificalions submitted to
District's engineer shall be subject to the approval of District and no construction shall commence
until District has approved such plans and specifications in writing.
(b) Pre-Construction and Construction - Developer will arrange to hold a Pre-Construction
meeting with the District's Engineer, or his authorized representative, together with Developer or
Developer's engineer or contractor. Notification of said meeting shall be made in writing and
received by all parties seventy-two (72) hours in advance, and said meeting will be held at least
twenty-four (24) hours prior to start of any/all phases of construction.
Developer shall, at his expense, retain the services of the same registered professional engineer
who prepared plans and specifications for the water service and wastewater collection system for
the purposes of providing necessary inspections and supervision of the construction work to insure
that construction is, at all times, in compliance with accepted sanitary engineering practices and
the approved plans and specifications. A copy of each field report shall be submitted to the District
as each such inspection is made. Should there subsequently be cause or reason for Developer to
engage the services of another registered engineer then Developer must notify the District within
five (5) days of such engagement.
The work to be performed by Developer, pursuant to the provisions set forth herein, shall be in
accordance with all requirements of the regulatory agencies having jurisdiction of the subject
matter of this agreement.
After approval, Developer shall cause to be constructed, at Developer's expense, the water
distribution and sewage collection system as shown on the plans and specifications.
(c) Post-Construction - When the water service and wastewater collection systems have been
satisfactorily installed, inspected, tested, and approved in writing by the Developer's engineer,
together with District's Engineer, or his authorized representative, District will thereafter maintain
the water service system and wastewater collection system up to and within granted easements
upon Developer's property without cost to Developer; provided, the obligation of the District to
maintain the water service system and wastewater collection system will not take effect until such
time as Developer furnishes the As-Built drawings described below.
Developer, shall, at his expense, and at no cost to the District, furnish District one complete set of
reproducible As-Built drawings of the completed works or installations on transparent film base or
on such other transparent material or electronic media as approved by District plus three (3) sets
of As-Built prints made from the original As-Built drawing. As-Built drawing shall contain all
appropriate information as to easements, the correct location of all mains, services, grades, invert
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2
May not need
to include this
Section,
applies to
only Area 1
16,
elevations, heights related to known datum, and all appurtenances belonging to the completed
works or installation.
Under no circumstances shall the District provide water and wastewater service to an area
encompassed under a Developer's agreement when, in fact, that area has not been completed,
tested, certified, approved and accepted by District and As-Built drawings provided.
(d) Abandonment or Termination -If for any reason caused by Developer or his agents, the
proposed development is abandoned, terminated or caused to be cancelled short of full
completion, it is mutually agreed by the parties that this agreement is voidable by District. In the
event District exercises its right to void this agreement, notice shall be sent to Developer at the
address set forth in Section VII. It is mutually agreed by the parties hereto that the monies paid to
the District shall serve as liquidated damages and no refund shall accrue to the Developer. Failure
to continue or proceed with construction in a meaningful manner for a consecutive period of one-
hundred-eighty (180) days shall be deemed to be an abandonment or termination. Meaningful, as
used herein is defined as proceeding with construction in a normal manner customary and
common in the trade.
3.
In order to induce District to provide and maintain adequate and sufficient central water and
wastewater facilities, Developer hereby agrees to pay to District, in accordance with the terms and
conditions set forth below the sums of money set forth herein
(a) Meter Fees - District has advised Developer that Developer will be obligated to pay District
Meter fees for each consumer's connection to the system to defray capital facilities costs. This fee
is paid at the time the Developer requests service initiation (meter installation) to the lot. The
charge per connection shall be in accordance with the Rules of the Port of the Islands CID Water
and Wastewater Regulations rate schedule in effect at the time of execution of this Agreement and
shall include service availability fees, meter set charges, and other fees as appropriate.
The - Corin~j)n:Fe~l'!iQfiiil~ltl\lwn'S.\lbmiS~lllnbf lIiiS~1\gieertrent i$'~'. .: .:
.issJl!ldfq[' any.I::RCs :iepie~llhtiid in' Ihi$'.agreementlt any delinquent payments
'ly will be
greement,
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includiQ
remaiiT"
'feXG!u'ivlht'of' 'ht'OfseWi,'b ,the Districllo the ro erty shall
.. ,~$.", ng . . ell. Y .,.. p p ,
4. By these presents, Developer hereby transfers to District, title to all water distribution and sewage
collection systems installed by Developer's contractor, pursuant to the provisions of this
Agreement Such conveyance is to take effect without further action upon the acceptance by
District of said installation. As further evidence of said transfer to title, upon completion of the
installation and prior to the rendering of service by District, Developer shall, without cost to the
District:
(a) Convey at no cost to District, its successors or assigns by good and sufficient EASEMENT
DEED, or Dedication in Right-of-Way, in a form satisfactory to District a perpetual right, easement
and privilege to operate, maintain and repair or replace all water and wastewater mains, pipes,
connections, pumps and meters within granted easements upon Developer's property in
connection with supplying water and wastewater service to the inhabitants, occupants and
customers in Developer's property and secure from each mortgagee and lienor a release of
mortgagees' and lienors' intent in the easement and fixtures thereon for so long as the easement is
used for the operation, maintenance, repair or replacement of water and wastewater mains pipes,
connections, pumps and meters within the easements.
(b) Transfer at no cost to District by BILL OF SALE ABSOLUTE all Developer's right, title and
interest in and to all of the water and wastewater supply lines, mains, connections, pipes, valves,
meters and equipment installed up to and within granted easements and right-of-way within the
lands described in EXHIBIT' A" attached hereto and made a part hereof for the purpose of
supplying water service and wastewater collection for the inhabitants, occupants and customers in
Developer's property. Said BILL OF SALE ABSOLUTE shall be written in such a form as approved
and accepted by District
(c) Furnish District with an AFFIDAVIT that all persons, firms or corporations who furnished labor
or materials used directly or indirectly in the prosecution of the work required to be performed by
this Agreement have been paid. Said AFFIDAVIT shall be written in such a form as approved and
accepted by District
(d) Furnish District with a RELEASE OF LIEN from all contractors and suppliers of materials
and/or labor who might have acquired interest into the installations by the supplying of materials
and/or labor otherwise.
(e) Furnish District with FINAL RELEASE OF LIEN releasing all liens which Developer might have
on the works/installations. Said FINAL RELEASE OF LIEN shall be written in such a form as
approved and accepted by District
m Furnish District with all Manufacturer' warranties which Developer might have received or is
due to receive on any part of the installations.
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(g) Pay to the District any and all applicable charges which shall be due and payable prior to
connection to District's wastewater system.
(h) Furnish District with a satisfactory warranty or bond guaranteeing each lift station installed
pursuant to this Agreement against defect in materials, equipment or construction for a period of
not less than one (1) year from date of acceptance of same by District Said warranty shall be in
such a form as approved and accepted by District
5. (a) Developer hereby grants and gives to District the exclusive right and privilege to construct,
own, maintain, operate and expand the water and sewer facilities in, under, upon, over and across
the present and future streets, roads, easements, reserved utility sites and public places as
provided and dedicated to public use in the record plats, or as provided for in agreement,
dedications or grants made otherwise and independent of said record plats. District covenants that
it will use due diligence in ascertaining all easement locations; however, should District install any
of its facilities outside a dedicated easement area Developer covenants and agrees the District will
not be required to move or relocate any facilities lying outside a dedicated easement area so long
as the facilities do not interfere with the then or proposed use of the area in which the facilities
have been installed.
(b) Developer hereby further agrees that the foregoing grants include the necessary rights of
ingress and egress to any part of the Property which District requests for the maintenance,
operation or expansion of the water and sewer facilities: that in the event District is required or
desires to install any of its water and sewer facilities in lands within the Property lying outside the
streets and easement areas described above, then Developer shall grant to District, without cost or
expense to District, the necessary easement or easements for such installation: provided, all such
installations by District shall be made in such a manner as not to interfere with the then primary use
of such property.
(c) District hereby agrees that all easement grants will be utilized in accordance with the
established and generally accepted practices of the water and sewer industry with respect to the
installation of all its water and sewer facilities in any of the easement areas; and that Developer in
granting any easements herein, or pursuant to the terms of this instrument, shall have the rights to
grant exclusive or non-exclusive rights, privileges, and easements to other entities to provide to the
Property and District services other than water and sewer service.
(d) Developer, as further consideration of this Agreement, and in order to effectuate the foregoing
grants to District hereby places the following covenant, as a covenant running with the land, upon
the Property and thereby subjecting it to a reservation, condnion, limitation or restriction in favor of
utility, as follows:
District or its successors, has the sole and exclusive right to provide all water and sewer facilities
and services to the Property described in Exhibit 'A" and to any property to which water and sewer
service is actually rendered by District All occupants of any residence or commercial improvement
erected or located on the Property, and all subsequent or future owners or purchasers of the
Property, or any portion thereof, shall exclusively receive their water and sewer service from the
aforesaid District and shall pay for the same and shall abide by the terms and intent of this
Agreement, for so long as the aforesaid District provides such services to the Property; and, all
occupants of any residence or commercial improvement erected or located on the Property, and all
subsequent or future owners or purchasers of the property, or any portion thereof, agree, by
occupying any premises on the Property or by recording any deed of conveyance with respect to
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the Property, that they will not construct or otherwise make available or use water and sewer
service from any source other than that provided by District
Further, in order to give an additional and supplementary notice to all the future owners of any of
the Property of the rights of District to provide the Property with water and sewer facilities and
services, the Developer hereby covenants and agrees to have the above restrictive covenant
included in the general subdivision restrictions and to place the same record in the Public Records
of Collier County, Florida.
6. Upon the continued accomplishment of all the prerequisites contained in this Agreement to be
performed by the Developer, District covenants and agrees that it will allow the connection of the
water distribution and sewage collection facilities installed by Developer to the central water and
sewer facilities of District in accordance with the terms and intent of this Agreement. Such
connection shall be in accordance with rules and regulations of the Department of Health and
Rehabilitative Services. District agrees that once it provides water and sewer service to the
Property and Developer, or others have connected consumer installations to system, that
thereafter, District will continuously provide, in accordance with the other provisions of this
Agreement, including rules and regulations and rate schedules, water and sewer service to the
Property in a manner which conforms with all requirements of the Department of Health and
Rehabilitative Services and other govemmental agencies having jurisdiction over the water supply
and sewage collection and disposal operation of District
7. Notwithstanding any provision in this Agreement District may establish, revise, modify and enforce
rules, regulations and rates covering the provision of water and sewer service to the Property.
Such rules, regulations and rates are subject to the approval of the District Board of Supervisors.
Such rules and regulations shall at all times be reasonable and subject to regulation as may be
provided by law or contract. Rates charged to Developer or consumers located upon the Property
shall be identical to rates charged for the same classification of service in the particular service
area. All rules, regulations and rates in effect or placed in effect in accordance with the preceding,
shall be binding upon Developer, upon any other entity holding by, through or under Developer;
and upon any consumer of the water and sewer service provided to the Property by District.
8. Developer, or any owner of any parcel of the Property, or any occupant of any residence or
building located thereon, shall not have the right to and shall not connect any consumer installation
to the water and sewer facilities of District until approval for such connection has been granted by
the District. The parties hereto further agree that the expense of constructing all consumer
installation and all costs of operating and maintaining any consumer installation shall be that of
Developer or other than District.
9. This Agreement shall be binding upon and shall inure to the benefit of Developer, District and their
respective assigns and successors by merger, consolidation or conveyance. This Agreement shall
not be sold, conveyed, assigned or otherwise disposed of by Developer without the written consent
of District first having been obtained. Districl agrees not to unreasonably withhold such consent.
10. Until further written notice by either party to the other, all notices provided for herein shall be in
writing and transmitted by mail or by courier, and if to Developer shall be mailed or deliver to
Developer at:
and if to District, shall be mailed or delivered to:
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Port of the Islands c/o Sevem Trent Services
210 North universny Drive
Coral Springs, FL 33071.
11. The rights, privileges, obligations and covenants of Developer and District shall survive the
completion of the work of Developer with respect to completing the water and sewer facilities and
services to any phased area and to the Property as a whole.
12. This Agreement shall supersede all previous agreements or representations, either verbal or
written, heretofore in effect between Developer and utility, made with respect to the matter herein
contained, and when duly executed, constitutes the Agreement between the Developer and
District. No additions, alterations or variations of terms of this Agreement shall be valid, nor can
provisions of this Agreement be waived by either party, unless such additions, alterations,
variations or waiver are expressed in writing and duly signed. This Agreement shall be governed
by the laws of the State of Florida and it shall be and become effective immediately upon execution
by both parties hereto. In the event the District or Developer is required to enforce this Agreement
by court proceedings or otherwise, by instituting suit or otherwise, then the prevailing party shall be
entitled to recover all costs incurred, including reasonable attomey's fees.
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7
HM
HOLE MONTES
[li(jlN[[I1S F'li,IJi'JrRS SURVf'/UW;
~jSOEnco(eWay'N;lples, FIOfld;J].11,;j.PhOllf' n~s12~.oO;"L1X 239254~-"
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September 27, 2006
Keith Kleinmann, Environmental Manager
Department of Environmental Protection
South District
P.O, Box 2549
Fort Myers, FL 33902-2549
Received By
Severn lren:. SANices
RE: Port of the Islands WWTP
FLOl41704
HM File No. ]990]54
OCT 1 6 2006
Coral Springs
Dear ML Klcinmann:
We are in receipt of your letter to Richard Gatti dated September 12,2006, On behalf of
the Port of the Islands Community ]mprovcment District (CID), I am attaching a copy of
my lettcr to you datcd March 29, 2006 that we discussed in your office on April 18,2006,
Subsequent to our mecting the efflucnt filtcr was rchabilitated and rcturncd to servicc,
As outlined in our Icttcr of March 29th, this filtcr will only serve as a backup unit oncc the
improvements to thc POI Wastcwatcr Trcatmcnt Plant are complctcd,
Thc CID Board awarded a contract to Parkson Corporation in the amount of $264,000 at
their meeting of August 30, 2005 for the fabrication of thc cquipment for thc
improvements to the ClD's wastewater treatment plant in order to allow construction to
commence as soon as thc FDEP construction permit was issucd.
As can be notcd from the table below, thc last rcqucst for information (RFI) from FDEP
during rcvicw of the permit application to allow construction of the improvements that
were identificd by the cm Enginccr was reccived on March 7, 2006 (with responsc by
March] 7, 2006), Subsequcnt tclcphone communication with FDEP suggcstcd that the
permit was being writtcn and would bc issucd ill a timcly fashion.
DATE
] 011 ]/05
11/09/05
12/30/05
] /07/06
2/07/06
3/07/06
3/17/06
Pcrmittin Submittal Log_.__
ACTION
Permit a plication submittcd
Rcceipt ofRcquest For [nforma.!i<)_n No.
Res onsc to RFI No.1
Recei t ~f!Z..cqucst For Intorma!ionNo, 2
Response to RF[ No.2
Receipt of Rcqucst.F,~r-'nfonnatioll N.':':)
Res onsc to RFI No.3
N;:!nlp~ . r nr1 ~.1'"c,,: . ',1"'''1/"1'
16
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>
In anticipation of the issuance of thc FDEP permit, the cm began their solicitation for
bids beginning on March 31, 2006 for the construction of the various improvements at
the ClD's wastewater treatment plant. Bids were first receivcd on April 28, 2006 with a
planned contract award and notice to proceed for construction in Mayor June. Without
the FDEP permit, the CID was not able to award a construction contract and had to place
the project on hold. Again, under the anticipation that the FOEP pennit would be issued
in a timely manner, the CIO Board awarded a contract to Parkson Corporation in
association with Encore Construction in the amount of $734,000 at their meeting of
August II, 2006 for the installation of the equipment they had fabricated plus
construction of other improvements to the CID's wastewater treatment plant. Along with
other budgeted improvements planned for FY2007, POI plans of spending approximately
$1.25 million this year for modernization and improvements to their wastewater
treatment plant.
As you can see from the revised schedule that we provided to FDEP in our March 29th
letter, the issuance of the FOEP permit is the item that controls the schedule for making
these improvements at the C/O's wastewater treatment plant. We are becoming very
concerned that delay in issuing a notice to proceed for construction (due to lack of a
construction permit) will result in not only further delay in completion of this important
project but also further escalation in construction costs.
We do not believe that there is much that the CID can do to avoid potential future non.
compliance than has already been done (the funds for the improvements were approved
and budgeted, the design was completed, and contracts awarded).
Very truly yours,
1 _, .'1
)( ,
(""-'z.. 7
Ronald E. Benson, Jr., Ph.D., P.E.
District Engineer
Port of the Islands Community Improvement District
cc: Richard Gatti, Port of the Islands (ngatti 104(liJ,aol.com)
Edward Goseicki, P.E. (egoscicki@,stes.com)
Robert Dick (rdick@,stes.com)
Daniel Cox, Esq. (dhcox@,gtcom,net)
....
HM
HOLE MONTES
fllr,INlfH\ l'I/,NNlHS SIJHV!YiJll\
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:VIO CllrO!!: W.ly' Nap1e', f I'Hldil '14110, Phon!' 2]9/')4 lOO(). f.n n'j 1')4 10'l1
March 29, 2006
Mr. Keith Kleinmann
FDEP - South District
2295 Victoria Ave, Suite 364
Ft. Myers, FL 33901
RE Collier County.DW
Port of the Islands CID
Permit No. FLOl41704
Compliance Evaluation (2114/06)
HM File No. 1990154 (DI)
Dear Keith:
This letter serves as a written response regarding the referenced facility pertaining to the
Compliance Evaluation Inspection on conducted on February 8, 2006.
Facility Site Review
Port of the Islands Community Improvement District (CIO) has been working with their engineer
(Hole Montes, Inc.) for the pas I year to remedy deliciencies that had been noted in previous
Annual Engineer's Reports as well as FDEP Inspection reports. As a result of recommendations
made by Hole Montes, the CIO entered into a contract with Parkson Corporation on August 30,
2005 for the supply of new wastewater treatment systems (new influent line screen and
conversion to MBR Ireatment) to provide an upgrade to the existing systems. The CiD also
entered into an agreement with Hole Montes, Inc. on August 30, 2005 to design, assist wilh
permitting and to coordinate installation and construction of these new wastewater treatment
systems. On behalf of the CIO, and following a.pre.application meeting, Hole Montes submitted
a permit application to FDEP on October 11,2005 for the construction of these new wastewater
treatment systems. Il was our understanding at the time that review and approval of this permit
application was going to be fairly straight forward. The new waslewater treatment equipment is
currenlly being fabricated for expected delivery in April and installation as soon as FDEP permit
Issuance.
H'\I99011990t54\WP\DI(FDEP)IREB\D"ft IIr 2006329 KK eEl RESP,DOC
/
/
/
r'
.. .
Mr. Keith Kleinmann .
, ' Port of the Islands cm
CEI dated 2/8/06
Page 2
c
16
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Our schedule for MBR upgrades and improvements is provided below:
Completion of MBR System Construction Documents
Receipt of DEP Construction Permit
Bidding Period & Receipt of Bids
(Mechanical, structural & electrical work)
Issue P.O. for New Mixers in Treatment Units
A ward of MBR System Construction Contracts
Begin Construclion
Startup of MBR System
Final Acceptance of MBR System
March 31, 2006
April 7, 2006
April 12, 2006
April 12,2006
April 14, 2006
May I, 2006
October 3 I, 2006
December I 5, 2006
As can be seen from this schedule, and the actions that the cm has been pursuing for the past
nine months, the initial path item for the CID to remedy the identified deficiencies is issuance of
an FDEP permit.
Flow Measurement
A new influent flow meter was installed by cm staff on January 3 t, 2006. Daily totalizer
readings have been recorded on a daily basis in the facility's log book. An electrician has made
the instrumentation connections between the new meter and the existing chart recorder. The chart
recorder is now back in service.
Effluent Ouality
The existing DynaSand filter has been attempted to be adjusted a number of times during the past
year in order to return performance back to normal. This has not resulted in long term
improvement in operation. A recent evaluation by a factory-authorized service representative has
been performed and recommendations for rebuilding the filter has been made. Parkson
Corporation submitted a proposal for repair parts and materials necessary for the repairs on
March 3, 2006 and Filter One submitted a proposal on March 7, 2006 for performing the repairs
using the Parkson parts. The cm Board of Supervisors approved both of these proposals at their
March 10, 2006 meeting and purchase orders have been issued. The rebuilt filter will provide
primary filtration service until the MBR system is installed and then will provide system backup
and redundancy.
H\199011990154\WP\Dt(FDEP)\REBID"ft It, 2006)29 KK eEl RESP.DOC
/
r.
, Mr. Keith Kleinmann
Port of the Islands CID
CEI dated 2/8/06
Page 3
r
Residuals
The Annual Residual Summary was submined to FDEP shortly after the inspection on
February 14,2006.
We look forward to meeting with you to resolve this matter.
Very truly yours,
HOLE MONTES, fNC
Ronald E. Benson, Jr., Ph.D., P.E.
Senior V ice President/Principal
REB: cc
xc: Tim Stephens
Ed Goscicki, P.E.
Robert Dick
Daniel Cox, Esquire
John Armstrong, P.E.
H\1990\1990154\WP\DI(FDEP)\RE8\Dron It, 2006329 KK eEl RESP DOC
161
1 ,~)
16 I1fr\
Department of
Environmental Protection
{
~
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-
J1
Jeb BuIh
Governor
Soulh District
P.Q, Box 2549
Fort Myers, Flortda 33902-2549
Ph. (239) 332-$75
Fax (239) 332-6969
~ tot CasWIo
secretary
Receiver'
CERTIFIED MAil NO,: 7006 08100003 5373 3411
RETURN RECEIPT REQUESTED
SEP 13 .
Hole Montes, Inc.
September 12,2006
Mr. Richard Gatti
Chairman
Port of the Islands Community Improvement District
12600 Union Rd,
Naples, Fl34114-9623
RE: Collier Countv-DW
Port of the Islands WWTP
Fl0141704
Dear Mr. Gatti
The purpose of this letter is to advise you of possible violations of law for which you may
be responsible, and to seek your cooperation in resolving the matter, A file review of the above
referenced facility indicate that violations of Florida Statutes (F,S,) and Rules may exist atlhe
above-described facility.
A review of the facilities May 2005 through May 2006 Discharge Monitoring
Reports (DMR) reported Total Suspended Solids (TSS) violations. Permit
Condition I.A,1. states that a single sample of TSS shall not exceed 10 mglL.
The activities observed during the Department's field inspection and any activity at the
facility thet may be contributing to violations of the above described statutes and rules should be
ceased,
Continued activities at the facility in violation of state statutes or rules may result in liability
for damages and restoration, and the judicial imposition of civil penalties up to $10,000 per
violation per day, pursuant to Sections 403.141 and 403.161, F,S.
Please contact Keith Klelnmann at (239) 332-6975, ext. 182 or at the letterhead address
wIthin 15 days of receipt of this Warning letter to arrange a meeting to discuss this matter.
The Department is interested in reviewing any facts you may have that will assist in determining
whether any violations have occurred, You may bring anyone with you to the meeting that you
feel could help resolve this matter,
Continued, . ,
.More Protection, Less Process
16'
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Mr. Gatti
September 12, 2006
Page 2
PLEASE BE ADVISED that this Warning Letter Is a part of an agency investigation,
preliminary to agency action In accordance with Section 120,57(5), F,S, We look forward to
your cooperation in completing the investigation and resolution of this matter
Pursuant to the Americans WitIh Disabilities Act, any person requiring special
accommodations to participate in this meetinglworkshop/hearing is asked to advise the agency
at least 48 hours before the meeting by calling the Bureau of Personnel Services at (850) 245-
2511, or by calling (800) 955-8771 (TOO) or (800) 955-8770 (Voice) via the Florida Relay
Service.
Sincerely,
/21 J~
Jon'M. Igleilali "---
Director of
District Management
JMllDWFljlilmm
cc: Enforcement File
Skip White, CCPCPD (georgewhite@colliergov,net)
David O'Brien, DEP (david,o'brien@dep"state.""us)
Ron Benson, p, E
16
11 f \
HM
HOLE MONTES
FlrJrol[FliS HilNNfRS SURV{YOR5
950 E"""" Way. _. FIoOcla 34110' P!lono 239.254.2000' F.., 239.254.2097
September 27,2006
Keith Kleinmann, Environmental Manager
Department of Environmental Protection
South District
P,O, Box 2549
Fort Myers, FL 33902-2549
RE: Port of the Islands WWTP
FL0141704
HM File No. 1990154
Dear Mr. KleinmalUl:
We are in receipt of your letter to Richard Gatti dated September 12,2006, On behalf of
the Port of the Islands Community Improvement District (CID), I am attaching a copy of
my letter to you dated March 29, 2006 that we discussed in your office on April 18, 2006.
Subsequent to our meeting the effluent filter was rehabilitated and returned to service,
As outlined in our letter of March 29th, this filter will only serve as a backup unit once the
improvements to the POI Wastewater Treatment Plant are completed,
The CID Board awarded a contract to Parkson Corporation in the amount of $264,000 at
their meeting of August 30, 2005 for the fabrication of the equipment for the
improvements to the CID's wastewater treatment plant in order to allow construction to
commence as soon as the FDEP construction pennit was issued,
As can be noted from the table below, the last request for infonnation (RFI) from FDEP
during review of the permit application to allow construction of the improvements that
were identified by the CID Engineer was received on March 7, 2006 (with response by
March 17, 2006). Subsequent telephone communication with FDEP suggested that the
pennit was being written and would be issued in a timely fashion,
DATE
10/11105
11/09/05
12/30/05
1/07/06
2/07/06
~ 3/07/06
_'Fu\IIyoB'_
161
In anticipation of the issuance of the FDEP permit, the CID began their solicitation for
bids beginning on March 31, 2006 for the construction of the various improvements at
the CID's wastewater treatment plant. Bids were first received on April 28, 2006 with a
planned contract award and notice to proceed for construction in Mayor June. Without
the FDEP permit, the cm was not able to award a construction contract and had to place
the project on hold, Again, under the anticipation that the FDEP permit would be issued
in a timely manner, the cm Board awarded a contract to Parkson Corporation in
association with Encore Construction in the amount of $734,000 at their meeting of
August II, 2006 for the installation of the equipment they had fabricated plus
construction of other improvements to the CID's wastewater treatment plant. Along with
other budgeted improvements planned for FY2007, POI plans of spending approximately
$1.25 million this year for modernization and improvements to their wastewater
treatment plant.
As you can see from the revised schedule that we provided to FDEP in our March 29th
letter, the issuance of the FDEP permit is the item that controls the schedule for making
these improvements at the CID's wastewater treatment plant. We are becoming very
concerned that delay in issuing a notice to proceed for construction (due to lack of a
construction permit) will result in not only further delay in completion of this important
project but also further escalation in construction costs,
We do not believe that there is much that the cm can do to avoid potential future non-
compliance than has already been done (the funds for the improvements were approved
and budgeted, the design was completed, and contracts awarded),
Very truly yows,
/.:J;;, f c:/
Ronald E, Benson, Jr., Ph.D., P.E.
District Engineer
Port of the Islands Community Improvement Districti
cc Richard Gatti, Port of the Islands (n1zattil04{qlao1.com)
Edward Goscicki, P,E. (elZoscickirw.stes.com)
Robert Dick (rdickrw.stes,com)
Daniel Cox, Esq, (dhcoxrw.l!tcom,net)
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Port of the Islands
Community Improvement District
Unaudited Financial Statements
as of
July 31, 2006
16 1 I -^ \
Port of the Islands
Community Improvement District
General Fund
Statement of Revenues & Expenditures
For The Period Through July 31, 2006
General Fund PrOlatedBudgel Actual Favorable
Budget thru7131106 thru7/31106 (Unfavorable)
Revenues
Maintenance Assessments I 711,055 I 592,546 I 763,999 I 171,453
InterestIMiscellaneous Income 5,000 4.167 I 41,449 37,283
Total Revenues $ 716,055 $ 596,713 I 805,449 $ 208,736
EXDenditures
Administrative Expenditures
Supervisors Fees $ 6.000 I 5,000 $ 5,300 $ (300)
Payroll Tax Expense 459 383 405 (23)
Engineering Fees 22,000 18,333 29,643 (11,310)
Attorney's Fees 12,000 10,000 8,753 1,247
Annual Audit 5,000 4,750 4,750
Management Fees 21,634 18,028 18,028 (0)
Computer Fees 750 625 625
Records Storage 50 42 42
Property Appraiser 12,000 12,000 17,619 (5,619)
Assessment Roll 8,400 7,000 7,000
Tax Collector 5,000 4,167 211 3,955
Telephone 350 292 42 250
Postage 5.000 4,167 2,000 2,167
Rentals & leases 1,200 1,000 1,000
Insurance 12,004 12,004 11,074 930
Printing & Binding 2,000 1,667 1,584 82
Legal Advertising 2,000 1,667 1,320 347
Other Current Charge 600 500 127 373
Office Supplies 350 292 508 (216)
Dues & Licenses 175 175 175
Capital Outlay 500 417 417
Total Administrative Expenditures 117,472 102,507 110,165 (7,659)
- 2.
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Port of the Islands
Community Improvement District
Debt Service Fund
Statement of Revenues & Expenditures
For The Period Through July 31, 2006
Oebt Service Prorated Budget Actual Favorable
Budget thru 7/31/06 thru 7/31/06 (Unfavorable
Revenues
Special Assessments $ 881,400 $ 734,500 $ 382,402 $ (352,098)
Prepaid Assessments 21,629 21,629
Interest Income 2,500 2,083 5,312 3,229
Total Revenues $ 883,900 $ 736,583 $ 409,344 $ (327,239)
Expenditures
Principal Expense $ 490,000 $ 408,333 $ 160,000 $ 248,333
Interest Expense 311,400 $ 259,500 50,820 208,680
Special Call
Other Debt Service Cosls' 80,000 66,667 66,667
Trustee Fees 1,000 833 928 (95)
Arbitrage Rebate Calculation 1,500 1,250 1,250
Total Expenditures $ 883,900 $ 736,583 $ 212,998 $ 523,585
Excess Revenues (Expenditures) $ $ $ 196,346 $ (850,824 )
Beginning Fund Balance 50,927
Ending Fund Balance $ $ 247,273
.4.
Maintenance Expenditures
Personnel
FICA Expense
Health Insurance
Pension
Wor1<ers Compensation
Contractual Services
T elephooe
Utilities
Rentals & Leases
Repairs & Maintenance
Operating Supplies
Licenses
Renewal & Replacement
Operating Transfers-Out
T alai Maintenance
T alal Expenditures
Net Income (Loss)
Beginning Retained Earnings
Ending Retained Earnings
16i
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Port of the Islands
Community Improvement District
Water & Sewer
Statement of Revenues & Expenditures
For The Period Through July 31, 2006
Waler& Sewef ProraledBuOget A,,,,
Budget Ihru7/J1106 thru7/Jl106 Variance
60,000 50,000 55,448 ($5,448)
4,590 3,825 4,249 (424)
1,680 1,400 2,185 (785)
3,600 3,000 3,000
3,000 2.500 3,239 (739)
25.000 20,833 49,028 (28,195)
6,300 5,250 5,674 (424)
32,414 27,012 23,710 3,302
3,543 2,953 4,922 (1,970)
20,000 16,667 71,363 (54,696)
82,000 68.333 85,877 (17,544)
1,500 1,250 3,400 (2,150)
250.000 208,333 279,443 (71,110)
$ 493.627 $ 411,356 $ 588,538 $ (177,182)
601,519 $ 501,849 $ 698,188 $ (196,339)
$ 303,107 $ 162,961 $ (135,330)
71,919
$ 234,880
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Port of the Islands
Community Improvement District
General Fund
II Date
07/01/06.07/31/06
Summary Of Check Register
September 8, 2006
Check No.
Amount
16 I 11~t
II
IITotal
51137 - 51201
$110,535.01
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Port of the Islands
Community Improvement District
Unaudited Financial Statements
as of
August 31, 2006
16 I ll~,
Port of the Islands
Community Improvement District
Combined Balance Sheet
August 31, 2006
16
1 J~\
Fund TvDes
Totals
Assets General Debt Service Enterorise 2006
Cash
Operating Account 1725,890 $0 11,250,347 $1,976,238
Accounts Receivable 10 $0 $0 $0
Investments
Slate Board 1480,990 $0 $74,352 $555,343
State Board - Reserve $75,673 $0 $0 $75,673
Revenue Account $0 $206,162 $0 $206,162
Redemption Accounf $0 19,189 $0 $9,189
Reserve Accounl $0 $12 $0 $12
Other Assets $0 $0 $30,399 $30,399
Due from Other Funds $112,270 $35,279 $0 $147,548
Plant & Equipment $0 $0 $4,035,632 $4,035,632
Property $0 $0 $90,480 $90,480
T alai Assets $1,394,824 $250,641 $5,481,211 $7,126,676
Uabilities
Accounts Payable $9,419 $0 $3,255 $12,674
Accrued Expenses $9,638 $0 $6,553 $16,191
Due 10 Other Funds $0 $0 $147,548 $147,548
Contracts retainageJPayable $0 $0 $781 $781
Customer Deposits $0 $0 $25,250 $25,250
Total Liabilities $19,057 $0 $183,387 $202,444
Fund Eaui/v, other Credfts
Contributed Capital $0 $0 $5,121,134 $5,121,134
Retained Earnings $0 $0 $176,691 $176,691
Fund Balances
Designated for Reserve $75,673 $0 $0 $75,673
Unreserved $1,300,093 $0 $0 $1,300,093
Reserved for Debl Service $0 $250,641 $0 $250,641
Tolal Liabilities, Equity & Other Credits $1,394,824 $250,641 $5,481,211 $7,126,676
Port of the Islands 16 1 , ~ ,
Community Improvement District
General Fund
Statement of Revenues & Expenditures
For The Period Through August 31,2006
General Fund Prorated8udget Actual FavOI'able
Budget thru8131106 thru8l31106 (Unfavorable)
Revenues
Maintenance Assessments $ 711.055 $ 651.800 $ 764.002 $ 112,202
InteresUMiscellaneous Income 5.000 4.583 $ 43,867 39.284
Total Revenues $ 716.055 $ 656,384 $ 807.86,9 $ 151,485
Expenditures
Administrative Expenditures
Supervisors Fees $ 6.000 $ 5.500 $ 6.300 $ (800)
Payroll Tax Expense 459 421 478 (57)
Engineering Fees 22,000 20,167 36,617 (16,450)
Attorney's Fees 12,000 11.000 8,753 2,247
Annual Audit 5,000 4,750 4,750
Management Fees 21,634 19.831 19.831 (0)
Computer Fees 750 688 688
Records Storage 50 46 46
Property Appraiser 12.000 12.000 17.619 (5,619)
Assessment Roll 8,400 7,700 7,700
Tax Collector 5,000 4.583 211 4,372
Telephone 350 321 55 266
Postage 5,000 4.583 2,278 2,305
Rentals & Leases 1,200 1.100 1.100
Insurance 12,004 12.004 10,742 1,262
Printing & Binding 2,000 1.833 2,554 (720)
Legal Advertising 2.000 1,833 1.488 346
Other Current Charge 600 550 127 423
Office Supplies 350 321 641 (320)
Dues & Licenses 175 175 175
Capital Outlay 500 458 458
T olal Administrative Expenditures 117.472 109,864 122,107 (12,243)
16
1 I~\
Port of the Islands
Community Improvement District
General Fund
Statement of Revenues & Expenditures
For The Period Through August 31,2006
General Fund
Budget
Prorated Budget
thru8l31f06
Actual
Ihru8/31106
Favorable
(Unfavorable)
Maintenance Expenditures
Personnel 60,000 55,000 59,616 (4,616)
FICA Expense 4,590 4,208 4,541 (334)
Hea~h Insurance 1,680 1,540 2,410 (870)
Pension 3,600 3,300 1,905 1,395
Workers COlT1>ensation 3,000 2,750 3,239 (489)
landscape Maintenance 60,000 55,000 42,467 12,534
Street lighting 21,530 19,736 17,820 1,916
Irrigation 6,500 5,958 4,802 1,157
Rentals & Leases 2,883 2,643 4,922 (2,279)
Mosquito Control 20,000 18,333 10,278 8,055
Repairs & Maintenance 12,000 11,000 11,040 (40)
Operating Supplies 2,800 2,567 3,408 (841)
Renewal & Replacement 400,000 366,667 193,479 173,187
lntertund Transfer Out
T olal Maintenance Expenditures 598,583 548,701 359,926 188,775
Total Expenditures $ 716,055 $ 658,565 482,033 $ 176,532
Excess Revenues (Expenditures) $ 325,836
Beginning Fund Balance 1,049,930
Ending Fund Balance $ 1,375,767
Port of the Islands 16 1 ,{( \
Community Improvement District
Debt Service Fund
Statement of Revenues & Expenditures
For The Period Through August 31, 2006
Debt Service Prorated Budget Actual Favorable
Budget thru 8131/06 thru 8/31/06 (Unfavorable
Revenues
Special Assessments $ 881,400 $ 807,950 $ 382,404 $ (425,546)
Prepaid Assessments 24,189 24,189
Interest Income 2,500 2,292 6,120 3,828
Total Revenues $ 883,900 $ 810,242 $ 412,713 $ (397,529)
Expenditures
Principal Expense $ 490,000 $ 449,167 $ 160,000 $ 289,167
Interest Expense 311,400 $ 285,450 50,820 234,630
Other Debt Service Costs' 80,000 73,333 73,333
Trustee Fees 1,000 917 928 (11)
Arbitrage Rebate Calculation 1,500 1,375 1,250 125
Total Expenditures
$
883,900 $
810,242
$
212,998 $
597,244
Excess Revenues (Expenditures)
$
$
(0) $
199,715
$
(994,773)
Beginning Fund Balance
50,927
Ending Fund Balance
$
$
250,641
Port of the Islands 16 1 ,~ \
Community Improvement District
Water & Sewer
Statement of Revenues & Expenditures
For The Period Through August 31, 2006
Waler & Sewer Prorated Budgel Actual Favorable
Budget Ihru81J11D6 lhru8/31106 (Ul1fa\lOrable)
Revenues
Maintenance Assessments $ 718,791 $ 658,892 699,387 $ 40,495
Sewer Revenue 67,639 62,002 46,054 (15,948)
Wafer Revenue 42,460 38,922 32,120 (6,802)
Irrigation Revenue 66,236 60)16 52,666 (8,051)
Meter Fees 6,000 5,500 (5,500)
Interest/Mise Income 3,500 3,208 34.420 31,212
T olal Revenues $ 904,626 $ 829,24~ 864,646 $ 35,406
Administrative Expenditures
Supervisors Fees $ 6,000 $ 5,500 6,300 $ (800)
Payroll Tax Expense 459 421 478 (57)
Engineering Fees 22,000 20,167 36,707 (16,540)
Attorney's Fees 12,000 11,000 8,753 2,247
Annual Audit 5,000 4,750 4.750
Management Fees 21,634 19,831 19,832 (0)
Computer Services 750 688 688
Records Storage 50 46 46
Property Appraiser 11,470 10,514 15,119 (4,605)
Utilrty Billing 8,925 8,181 8,181
Travel & Per Diem 250 229 229
Telephone 200 183 27 156
Postage 1,500 1,375 2,156 (781)
Rentals & leases 1,200 1,100 1.100
Printing & Binding 350 321 1,329 (1,008)
Insurance 12,004 11,004 10,742 261
Legal Advertising 1,400 1,283 1,488 (204)
Other Curfent Charges 2,350 2,154 2.487 (333)
Office Supplies 350 321 926 (605)
Total Administrative 107,892 99,068 121,062 (21,994)
Maintenance Expenditures
Personnel
FICA Expense
Health Insurance
Pension
Workers Compensation
Contractual Services
Telephone
Utilities
Rentals & Leases
Repairs & Maintenance
Operating Supplies
Licenses
Renewal & Replacement
Operating Transfers - Out
Total Maintenance
T alaI Expenditures
Nellncome (Loss)
Beginning Retained Earnings
Ending Retained Earnings
Port of the Islands
Community Improvement District
Water & Sewer
Statement of Revenues & Expenditures
For The Period Through August 3 t , 2006
Waler&Sewer
Bud9l!\
Prorated Budget
lhru8/31106
$
60.000 55.000
4.590 4.208
1.680 1,540
3.600 3,300
3.000 2,750
25,000 22,917
6,300 5,775
32.414 29,713
3.543 3.248
20.000 18.333
82.000 75.167
1.500 1,375
250.000 229,167
493,627 $ 452,491 $
601,519 $ 551,559 $
303,107 $
$
$
Actual
lhru8/31106
59,616
4,548
2.435
1,905
3.239
82.082
6.036
26.411
4,922
71.363
93,413
3,400
279,443
638.813
759.875
104,771
71.919
$
176.691
161
Variance
($4.616)
(341)
(895)
1.395
(489)
(59,165)
(261)
3.302
(1.674)
(53.030)
(18.246)
(2.025)
(50,276)
$
(186,321)
(208,316)
$
(193,S19)
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Community Improvement District
General Fund
II Date
Summary Of Check Register
August 2006
Check No.
Amount
08/01/06 - 08/31/06
51202 - 51272
$108,070.47
16 I 11~\
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FIVE YEAR PLAN
GOLDEN GATE FIRE CONTROL
& RESCUE DISTRICT
I
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MISC Corres, (
Date 31if~ or
item # I to .lJ A ?--
Cqj,.'::>tr)
OUR FAMIL Y PROTECTING YOURS
4741 Golden Gate Parkway. Naples FL 34116 . (239) 348-7540 . (239) 348-7546 FAX
http://www.ggfire.com
1
16 i 1 A r
FIVE YEAR PLAN
GOLDEN GATE FIRE CONTROL
&. RESCUE DISTRICT
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OUR FAMIL Y PROTECTING YOURS
4741 Golden Gate Parkway. Naples FL 34116 . (239) 348-7540 . (239) 348-7546 FAX
http://www.ggfire.com
16)
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Table of Contents
Mission ,.. ..".. ,.. .."....,..,.., ,.,... ..,... ..".. ...,.. ..".. ,..... ..".. ...,.,.., ,., ,.. ..".. ..".. ,., 5
Executive Summary .."..........,......,....,......,....,..,...........,.."...."..,.,.....,.., 6
Fire District Boundaries .."..,.,.........,...."....,..,..,........,..,..,..',.............,... 9
. Map - Golden Gate Fire District Boundaries ..,............,....,...., 10
. Map - Station Response Areas...,....,...........,.........,.......,.......... 11
Present Population and Projected Growth.....,...................,.........,...,.., 12
. Table - Collier County Fire District Population Projections ,.. 13
. Graph - Fire District and County Population Growth ......,...,.. 16
. Graph - Projected Fire District Growth ..........................,..,..,.. 17
. Map - TAZ Population ............................................................... 18
. Table - TAZ Population 2030, Single Family...,....,.........,.....,.. 19
. Table - TAZ Population 2030, Multi-Family........,......,........,... 20
. Table - TAZ Population 2030, Employment & School........,... 21
. Map - TAZ Population 2030 ..,..,.....,............,......,...,..,..,.....,...,.. 22
. Table - Demographic Population Analysis ....,.,...,..................., 23
Insurance Service Organization Rating ..,............,..,.......,................,.., 24
. Map - Five-Mile-Drive Area for GGFD Stations ...,.,..,..,.....,.,.., 25
. Map - TAZ Population and Five-Mile-Drive Area '....,.........,.... 26
. Map - Five-Mile-Drive with Station 74 ..................................... 27
. Map - Five-Mile-Drive and All Hydrant Locations ..,......,......... 28
. Map - Five-Mile-Drive and City Hydrant Locations ..,..,..,...,.... 29
Road Construction and Effects on Emergency Services ..............,..,... 30
. Map - County Long-Range Road Projects ..............,...,......,..,.. 31
. Map - County Evacuation Routes ....,.........,..,..................,......., 32
2
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Table of Contents
Fire District Revenue ..,...,..........,......,..,.....,...........,.,.....,......,.,.....,...,... 33
. Graph - Fire District Impact Fees ......'....,...........,..,.....,.......,.. 35
. Table - Fire District Impact Fees .....,.......................,...,.........., 36
Costs Per Capita (Graph) ............,....,...........,..,..,........,..,.....,......,.,....... 37
Expenditures, 1997 - 2005 (Table) ..,...........,..,................,.....,.........., 38
Fiscal Year End 2000 and 2001 (Table) ....,................,....,...........,....... 39
Fiscal Year End 2002 and 2003 (Table) ........................,.....,......,......., 40
Fiscal Year End 2004 and 2005 (Table) ..,....,~....,...,......,.,..,..,....,...,.., 41
Fire District Organization and Staffing ...............,.....,....,...........,......... 42
. Flowchart - Golden Gate Fire District Organization ........,....,.. 43
Need for Growth to Provide Service ,..........................,..,.....,......,....,.., 44
. Table - Personnel and Apparatus: Current, Future Costs ,...., 46
Fire District Organization and Staffing, 2007-2012 ..............,............ 47
. Graph - Station 70 Apparatus Staffing Levels .........,.......,..,.., 48
. Graph - Station 71 Apparatus Staffing Levels ..........,.,.........., 49
. Graph - Station 72 Apparatus Staffing Levels ......,..........,....., 50
Fire District Stations, 2007-2012 ......,........,.........,...,..............,..........., 51
Future Golden Gate Response Areas (Map) ,..,....,.....,..,..............,..,..., 52
Fire District Staffing and Apparatus Needs ,....................,...............,.. 53
Service Area 1 ,.....'...."....,......,...................".,........,.."....,...,....,..,..,..,.., 54
. Map - Service Area 1 ..............,..,......,........,........,..,.,..,......,..,.., 55
Service Area 2 .., ,...., ,....,.., ,.. ...... ,...., ,....,.., ..,.....,.., ,.,.., ,....' ,....,.., ..,....., ,.. 56
. Map - Service Area 2 ..'......,..,........,....,.....,.....,......................... 57
Service Area 3 ,....,..,..,'....,....."....,.."."............."...........,..,.,.....,..........., 58
. Map - Service Area 3 ................................................................ 59
Service Area 4 ,..,.......,..,...,.....,..,....,..,'.,.....,.....,..,..,..".,.."....,.....,,....,... 60
. Map - Service Area 4 ................................................................ 61
3
16 lA.;v
Table of Contents
Service Area 5 ..,......,..,.... ....,..........,.....,..........,................................,.. 62
. Map - Service Area 5 ..,..............................,....,........,..,...,......,.. 63
Conclusion ,...., ,....,..,..,.....,.., ..".. ...,.. ,.. ..".. ..".. ..".. ...,.,..,.., ,.. ,.. ..".. ..".. ,.. 64
Appendix ..'..,.., ..,.., ..,.., ,.. .."...., ,.,.., .."...., ,....,.., ,..,...., ..".. ,.. ..".. ...,....,..,.., 65
. Acknowledgements ,....,............,....,..,........"..,..,....',....,.."....,..", 66
. History of the Golden Gate Fire District ............,.,.........,..,....., 67
. Fire District Services ,...........,....,...............,........,.,...............,.... 69
. Fire District Call Volume ..,.............................,...............,.......,.. 72
o Graph - Calls for Service, Station 70 ......,....,......,..,...., 73
o Graph - Calls for Service, Station 71 ........,....,............. 73
o Graph - Calls for Service, Station 72 ..,....,..........,..,...., 74
. All Incidents for 2000-2005 by Station (Map) ..,..............,..~,.. 75
. October 2000 - September 2001 Incidents (Map) ................., 76
. October 2001 - September 2002 Incidents (Map) ......,......,.... 77
. October 2002 - September 2003 Incidents (Map) ,....,...,.,...,., 78
. October 2003 - September 2004 Incidents (Map) .....,..........., 79
. October 2004 - September 2005 Incidents (Map) ........,........, 80
. Golden Gate Vehicle List ..........................,........,..,..,...,......,.....,.81
. References ,...., ,.. ,....,.., ..,... ,....' ,....,... ,..... .....,..,.., ,.. ,...., ...... ,..,.,.., 82
4
Mission
The Golden Gate Fire Control is dedicated to the protection of life
and property through:
. Fire Suppression
. Rescue Services
. Fire Inspection
. Public Education
These objectives are accomplished in an accountable, cost-effective
manner,
,
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5
161
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Executive Summary
The Golden Gate Fire Control and Rescue District has diligently
served its residents since its creation in 1974. It is an independent
special district created by the Florida Legislature.
District officials recognize the need to handle numerous, ongoing
challenges, including rapid population growth, rapid and varied
development in urban and rural areas of the fire district and new and
advanced state and federal training mandates for firefighters and
other first responders.
This plan addresses the proposed methods to best handle the growth
of the fire district, Current and present staffing levels are addressed,
along with budget projections and future station and apparatus
needs.
Fire district officials have made several conclusions after careful
study and analysis of growth trends in Golden Gate and Collier
County. These conclusions are based on extensive analysis of data
from multiple sources. Emergency responses and population data
were plotted using Geographic Information Systems to show the
distribution of calls throughout the fire district and future trends
based on population growth. The analysis integrated population and
demographic data obtained from the U,S, Census Bureau and several
Collier County agencies, The scope of this work is unprecedented
among local agencies and will lay the foundation for continued long-
term planning that will, ultimately, provide residents with continued,
efficient fire and emergency services,
Budget
The fire district's budget will increase from approximately five to 10
percent each year over the next five years based on historical five
year trends of the fire district. Variables such as contractual
agreements, fixed expenses and the number of fire stations can
change and impact the budget,
The district must seek ways to make salaries competitive with other
agencies, Apparatus and equipment costs must be considered and
paid for with impact fees. Fire district officials must also continue to
seek alternate funding sources, such as grants through local, state
and federal sources.
Personnel
The fire district has 73 employees. Of those, 60 are line firefighters,
Eight members of the command staff, including chiefs, captains and
inspectors, are certified firefighters able to assist with interior attacks
based on their past experience as line firefighters,
6
161
lA;r
An additional 45 firefighters must be hired within the next five years,
Additionally, two inspectors, a public education officer, and three
secretaries must be hired, The firefighters are needed to help comply
with federal and state regulations that govern the staffing of fire
district apparatus and effective attacks on fires, The public education
officer and secretaries must be hired to cope with extra demands of
residents, organizations and schools that require and request training
and education opportunities, These opportunities will allow fire
district officials to properly reach at-risk populations and help prevent
fires and injuries,
Federal and state regulations require that fire protection agencies
must provide at least four firefighters to perform the initial attack on
a fire, These numbers may significantly increase depending on the
size of the incident,
The Federal Occupational Safety and Health Administration (OSHA)
addresses the regulation in its Standard for Respiratory Protection,
Florida Administrative Code, Uniform Minimum Firefighter
Employment Standards, includes the regulation with speCific
references to firefighters and fire protection agencies, The regulation
states that at a typical structure fire, four firefighters must be
present to begin an attack. Two firefighters must fight the fire from
the interior of the structure while two firefighters remain outside as a
rescue team, The regulation is referred to as the two in, two out rule.
The National Fire Protection Association (NFPA) specifies the
minimum requirements to respond to fires effectively in its standard,
NFPA 1710. It requires the following:
. Fire protection agencies must begin an emergency response
within one minute
. The first arriving apparatus must take no longer than four
minutes to arrive at a fire scene
. Eleven firefighters must meet the standard to make an
effective search and attack on a residential fire to include:
. 1 incident commander
. 1 firefighter to establish a water supply
. 2 firefighters as an initial, interior attack team
. 1 firefighter to support the interior attack team
. 2 firefighters for search and rescue
. 2 firefighters to ventilate a structure and assist with attack
and search and rescue
. 2 firefighters as a rapid intervention team in case the initial
attack encounters trouble
7
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Fire district officials meet these requirements by sending multiple
apparatus to incidents. Mutual and automatic aid agreements with
other Collier County fire protection agencies further ensure state and
national standards are met, Hiring additional firefighters and support
personnel will minimize the number of apparatus responding to
incidents, improving safety for residents and personnel and making
operations more cost-efficient in the long-term by reducing costs that
include maintenance, fuel and replacement of equipment,
Stations
The fire district must build at least one station within the next five
years in Golden Gate Estates, Additional stations are needed
throughout the fire district to address increased calls for service that
will occur as the population grows throughout Collier County.
Apparatus
Additional apparatus must be purchased within the next five years.
Station 73 must have apparatus ready for service by spring, 2007,
Aging apparatus must also be replaced to reduce costs associated
with continuing maintenance problems.
The plan identifies 11 fire trucks that must either be added to the
fleet or replaced at a cost of approximately $4,05 million,
Conclusion
The fire district's five year plan serves as a guide that may change
based on the direction from residents, elected officials, pace of
growth and the amount of available tax revenues each year, Fire
district officials hope to follow the plan but realize they must be
prepared to adapt to changes that come from anomalies in growth in
and around the fire district.
The plan clearly shows the need for additional personnel, stations
and supporting equipment to ensure residents receive quality fire and
rescue services,
8
iu.
Fire District Boundaries
The Golden Gate Fire Control and Rescue District covers an area of
103-square-miles, Boundaries run north-south, from Immokalee Road
to Rattlesnake-Hammock Road, and east-west, from Desoto
Boulevard to Santa Barbara Boulevard,
The fire district's coverage area is exceptionally diverse, ranging from
rural to industrial development, Golden Gate City, a four-square-mile
residential and commercial area, includes businesses and single and
multi-family homes. The rural residences of Golden Gate Estates
include properties that range in size from half an acre to ranches of
more than 10 acres, The southern sections of the fire district are
home to industrial areas such as the Collier County landfill and other
large-scale operations, The fire district also protects a 25-mile
section of Interstate 75 known as Alligator Alley.
The fire district has a contract with Collier County to provide
protection to an additional 60 square miles in southeastern Collier
County. Coverage is shared with the East Naples and Ochopee fire
districts,
Golden Gate Fire District boundaries are shown in light green on the
map on the following page, Locations of Golden Gate fire stations are
indicated by the logos and station number,
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reSidents, the WorkForce and the increased nUmber of stUdents
attending new schools built within and near the Fire district. The
estimates do not reFlect the daily increase in POpulation From the
Wof"of" com'"9 'oto th, fI" d'""", ofhoo' popo,,,,oo, ,"d d'ily
interstate traFFic.
Th, fOllowi"9 'h,", ,"d m,p, 11I0",,,, th, fi" d,,,,,,t,, popo,,,,oo
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Th, popo',,,oo 'ot",,, ""9" fcom 28 to 34 P""ot, of "mo" ,',
percent each year, which is similar to the growth of the COunty. The
fico d'"""" popo',,,oo "'oo"~ fof 'lmot 27 p""ot of th, "Ooty
Population, These estimates do not aCCOunt For the increased traFFic
00 co.d..y, ""'dy ""'",d ,"d '" ""d of "P'""oo, Pof,"".lIy
impeding Future resPonses,
Th, ""m"" "''''y '"d',,,, . popo,,,,oo 9COwi"9 ""y yeo, th"
generates increased calls For service.
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Rescue Oistric1
Reoorte<l by Tra~ic Ana~~5 ZOM
~TAZI
2030 Dwelling Units and populatlon
TAZ Single Famlly Dwelling Units Single- Family Popuiation 2MA\J1O%
,-- lB2 584 8.
u
178 170 'B8 ...
1i' ",,0 708 B9
180 '07Q 2.66f 82
181 273 9~::! 8'
182 217 "8 ...
153 ' 262 2.3tC 82
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202 '02 I ,3 ~ Q "'
203 '"' 557 79
204 247 62& 79
20E 12G '31 .2
20e 212 {'Q& .'
207 31. I,JOl 50
208 :FC S03 72
20G 03' I ,eat! 72
2',C 231 708 .3
2" 33' 1,0'& 73
.., .~- 212 658 8-;'
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::1 ~4 !i!5i l,a52 82
2't: ne 2,323 82
2Il' ... ~~ ,.
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2'E- 08 20& 7'
22C QtlE 2,14C 7'
221 HIE 5i4 B2
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223 227 ...,'.:. BO
224 180 534 70
221: 347 4'e ..
227 350 42C .0
226 10' 4;e 70
22g 27C 70e 70
230 De 130 ..
231 ''''' 50e 74
232 22G 6~C 74
233 0 0 0
2301 582 l,97C 58
23E 2ge m 08
236 ""SE 1.59C .e
237 '.042 3,157 .0
"8 67e 2.104 .e
23" 243 ;22 "
24C 237 730 .,
.;]41 172 551 95
244 32C 379 7B
24E 3% i58 70
24e 35e ~2e 79
251 " 202 95
252 " 41 50
253 54 134 .,
.::~ ,..,... 30t 50
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2Q4 IF2 1.434 n
358 5Jf 2,-::120 ,g
'50 292 338 ,.
350 7:JC 840 i,
JOT" '...... ,.~
2.69 Persons P., Hous.hokl
.-...........tII'ITI II 'n' J, ,-
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19
1 A <r
Golden Gae F.... CooIral iIrld
Rescue l>o1ricl
T.oIZ
177
176
179
180
18'
182
18,
184
191
194
185
100
lQ7
186
189
200
20'
202
203
204
205
206
207
206
209
210
211
212
213
214
215
at7
218
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220
221
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223
224
225
227
226
22P
230
231
232
233
234
235
236
237
236
23Q
240
241
244
245
246
251
252
.
254
-
358
35Q
360
1UUIL
Wti-Fcwnily Cwe+ng Un1s
7
203ll Dtoo~,TQ Ur>lS >nO Populal....
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TAZ lndllstl'.ai Commercia! Service EmpKl)'fI"oent 2005 School 20!C Schoo I 2015 School 2020 Schocl
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162 .. 5~. T~ 17"- C
l5:? , 20 01 64 C
'64 ,e 17 4Q 10: 24B7 24J7 ~4~7 24Gi
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10' C 0 163 1&3 C
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201 .a 317 '" ,,. C
202 " no 243 4[+4 C
203 29f 11]" 538 ." C
"'. 58 . 2' ae c
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:we I 2 8 'I C
207 25 '0 40 10~ C
20e . 126 58 108 C
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22C laE 76 70. IS7e C
221 Wi' 1 ,,~ 195 S"t: C
222 " " ;i.l ') 954 '54 9',1)..t
223 0 0 95-1 )ll8
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22f C 36 304 4DC C
227 C 0 , C C
222 ,,, 9 2. 4E C
ne , 2 , C 954 ~M
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231 3\ '0 37 9i C
232 62 '" 141 398 C
23:? B2t: n~ 525 HoB: C
234 'c '6 22 48 C
23:: , Q , 1e C
23f 167 7 - lbf C
237 e.c " 29 171 C
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244 I 02 2~e 30. C
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24e 67 29 23-5 331 C
251 39C '64 1163 Hn7 C
252 C '" '" 123C ,Q22 287e 287f 2676
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2~ . D 3'1 S~2 C
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358 'I 205 475 591 C
'50 4 eo "8 149 C
3e.C '. eo 157 231 C
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Date 2006 supervisor of Elections Collier C OImty
January District Demographic Analysis Report
Total V otm Oem, Rep, NPA Other
D1ll1irt Golden Gate fire Depa11Ill<llt
Vi'RITE 30,030 7,286 15.252 6.355 1.137 0 0
BLACK 1.495 1.006 133 320 36 0 0
HISP~'lIC 3844 1.096 1.579 1085 84 0 0
OTHER 1.160 292 385 454 29 0 0
Vi'RITE MALE 14474 3.136 7,675 3.049 614 0 0
BLACK MALE 702 441 83 156 )' 0 0
HISP~'lICMALE 1.776 460 750 522 44 0 0
OTHER MALE 539 133 188 203 15 0 0
WHITE FE.\IALE 15527 4.144 7.562 3.299 522 0 0
BLACK FEMALE 791 565 50 162 14 0 0
HISP~'lICFEMALE 2058 635 823 560 40 0 0
OTHER FEMALE 562 150 188 210 14 0 0
SEX UNSPECITIED 100 16 30 53 1 0 0
AGE 18.25 4,204 1.085 1377 1575 167 0 0
AGE 26.30 2.589 661 1.015 793 120 0 0
AGE 31.35 2,955 708 1326 815 106 0 0
AGE 36-40 3.613 887 1.814 796 116 0 0
AGE 41-45 4.181 1.050 2,110 903 118 0 0
AGE 46.50 3.850 1.060 1.908 762 120 0 0
AGE 51.55 3262 1.018 1546 612 86 0 0
AGE 56.60 3087 838 1523 599 127 0 0
AGE 61.65 2,850 734 1.482 516 1I8 0 0
AGE 66.UP ~,938 1.639 3.248 843 208 0 0
"TOTAL*' 36529 9.680 17.349 8,214 1286 0 0
23
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161
1 A !J--
Insurance Service Organization (ISO) Rating and
Relation to Effective Emergency Responses
The fire district, like most others across the country, receives a fire
protection rating from the Insurance Service Organization (ISO) that
designates the level of protection the fire district provides residents,
This rating ranges from one (best service) to 10 (no recognized
protection).
The rating takes a significant number of factors into account,
including the district's number of fire stations, the number of
apparatus that respond, the number of personnel who respond, the
driving distance from the nearest fire station to a residence, fire
station locations, the availability of fire hydrants and the level of
training of fire district personnel.
Homeowners and business owners may see potential savings on their
insurance depending on the ISO rating, A lower rating means a better
potential savings,
For example: The potential average savings for single family
homes when the ISO rating changes from 10 to 4 can, potentially,
range from 15-50 percent, Cost savings varies by insurance
carrier.
The goal of fire district officials is to have enough stations within the
district's boundaries so that residents are within a five mile driving
distance to a station and within the nationally recognized four minute
response window,
The following maps show the five mile driving distances shared
between the stations, All of the maps include Station 73, which will
be completed in spring, 2007, The second map incorporates the
previously shown population estimates from 2005 to illustrate how
much of the Golden Gate population falls within this driving distance,
The third map shows the potential impact if a new fire station,
Station 74, is built on Everglades Boulevard, District officials are
negotiating with the Collier County School Board to build a station on
land near a proposed elementary school between 10th and 12th
avenues, Negotiations are ongoing.
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Road Construction and Effects On
Emergency Services
Road construction impacts emergency response times. Studies
provided by the Collier County Transportation Department show all of
the major arterial roads within the boundaries of the fire district will
be widened or under construction before 2025, Road widening
projects underway in the fire district include Collier Boulevard,
Rattlesnake-Hammock Road and Vanderbilt Beach Road.
Construction increases response times, in part, due to the required
safety zones for construction workers, One-lane roads, slow-moving
traffic, onlooker delays, congestion caused by construction vehicles
and other factors may all contribute to greater response times during
the course of this roadwork,
One key solution to this issue is to support the county's program to
install traffic preemption devices, These devices enable emergency
responders to control traffic lights for more efficient emergency
responses, All appropriate emergency vehicles in the fire district will
be equipped with traffic control devices in partnership with the Collier
County program,
The map on the next page shows roads scheduled for widening by
2025,
,_ ~__.n____~__'~
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30
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'1.1
COLUER COUNTY 2021 LONG RANGE FINANCIALLY FEAlIBLE PLAN
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Fire District Revenue
The fire district's budget comes from revenue generated through
property taxes, The property tax rate is determined by the board of
fire commissioners, Residents of the fire district pay taxes to Collier
County, The fire district receives 1 mill per $1,000 of assessed
property value, Florida statute allows Collier County to collect taxes
and distribute them to the fire district,
The fire district's millage rate has stayed the same since the fire
district became an independent special district in 1983. Fire district
officials tried three times to increase the tax rate through a
referendum, Residents voted against the request each time it was put
on the ballot.
In 2006, fire district officials again considered asking residents to
approve a millage increase but decided against the idea in June
based on projected tax revenues for the 2006-2007 fiscal year,
Golden Gate Fire District Budget, 2005-2006
Employee Costs
$4,830,741
Overtime Costs
$204,412
Reserves
$703,619
$351,250
$254,199
$1,060,887
Outside Services
Materials and Supplies
Capital Acquisitions
1999-2000
2000-01
2001-02
2002-03
2003-04
2004-05
2005-06
$656,556,77 $967,542,95 $1,214,260.45 $764,471,55 $760,600,65 $561,367,65 $416,637,35
The fire district receives impact fees for new construction,
Impact fee revenue does not include county audited funds that have
not been received, The audit revealed that other county fire districts
received Golden Gate impact fees, while Golden Gate received impact
fees for other county fire districts,
33
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The fire district also receives revenue from:
. 2 Cellular phone towers
. Inspection fees
. Burn permits
. Donations
Grants
The fire district has received several grants from local, state and
federal sources since 2003,
1 A r-
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522,1101 COMMISSIONERS SAlARY 18,1lll00 18p:JJ00 1ps750 I 42500 1,12500 ~
522,1201 REGUlAR SAlARy 2,417,95660 2,092,91738 1,635,13.421 U13;115,87 982,172.07 642,333 67 74781465 692 445 92 595,18144 I-"
522,1401 OVERTIME 145,14953 110,140,50 70l.'ll918 71477.31 59,217,18 45,864,92 44,624,11 47,77437 38;14936 1.0
522.1501 FIREFIGHTERS' COMP 3,120.00 2,180.02 1,92000 1420.00 1,32000 1,320,00 1,765,00 1,320.00 I ,320 00 1.0
522,21 PAYROLL TIV: EXPEND 196/19509 169,911,20 131,76728 106,732,88 00,100 76 68,179,48 62,119,116 57,(li295 48;193,3.4 -...J
I
522,22 PAYROLL RE1IREMENT EXPEND 453 854 64 395 ,350 19 272,183 25 233,83179 196,90214 180,573.40 189,319,53 192,89133 168lS5 95 N
522,2301 HE.Al.TH INSUR!lNCE 684,73856 64983989 512,54187 35741183 217,188,58 176,715,04 135,22637 1(li,605,1I6 89 ,033 83 0
5222401 WORKMENS COMP 188,683.00 161,173.00 125,(li400 81 ,31300 61,21300 48,55500 42,21600 43,587 08 25 ,53802 0
5222402 GRIT 2,17765 85,527.44 15.724,38 6,439,95 \J1
522,2501 UNEMPLOYMENT 12,38794 5jJ1J919 148726 1 ,389,25 785,16 267.43 704.09 20444 670,67
335,23 F If COMPENSATION (3,070(1)) 9,100,02) (1,920,00) (1 420(0) (1 ,320,00) (1,320.00) (1,76508)
522,9002 RESERVE LEAVE CREOITS 8)l.\89 5 ,27 4983,89 20,05062 15,62337
EM'lOYEE COSTS 41li918.r.i 3 ,191.62 2757116,09 2 n374.99 .60\ 1,36&,968.89 ,D2U1 1141 1.95 965,~7 ~1
5223101 LEGAL FEES 12,73586 21;1(18,96 15,2.83,57 4,51952 5,46500 11,52157 12,91950 15,70360 2,47050
5223102 PHYSIClIINS FEES 15,388 00 14,79600 12,854,00 9493.00 7,82900 944000 3,94000 4 pJ600 3,16700
5223104 ENGINEERING FEES 1)llB00 I ,708 00
522,3201 AUDIT 16,79500 21;170.00 13,79500 10,12500 7,875.00 7,675.00 7PSO.oo 7,35000 7,3lJOO
522,3402 OUTSIDE SERVICES 69 ,937 07 56,53104 33 ,07353 15~01 13465 18 11,550,40 11,76883 15,85521 6,353.58
522 3.4(li PROPERTY APPRAISER 25 422 22 25,918.41 26414,60 IT ,571.75 22,196,58 14,70269 11,871,64 11,881.03 11,16531
522,3.407 TIV: COLLECTOR FEES 91,51)305 7585148 59,10405 47,15955 38,900,47 31 ;15899 26,741,81 23,39631 2135094
5224001 TRAVEL 11~373 8,953.58 13653.13 6,03955 6 ,096 32 3,65632 2,25176 3,795(1; 3,70282
522.4002 COMMISH TRAVEL 1 p.l222 441,16
52241 Cell Phone 4113904
522,4101 8ASE RATE TELEPHONE 16,75569 17,858.15 13,3.56,87 11,762,64 10;101.12 7,861.75 3,292.09 2,645,00 2,621,48
522,4102 TOLL RATE TELEPHONE 1~39 7,910,33 8;112,85 4,333.11 424990 2fJf!77 1,973.00 1,97762 1,31725
522,4103 POSTAGE,UPS,FREIGHT 1,789.41 2,32364 151148 1428.40 1~71 1,01018 1,16935 884,16 895m
5224301 ELECTRICITY 29115952 28,78326 16,509,15 8,118395 8,11106 8,775,20 6,24597 8,149,61 71m67
522,4302 TRASH PICKUP 3;18140 3;1Ili,67 1%83 '!iI27 624,98 824.45 39723 520,67 56445
522 4303 WATER 5,48288 4,384,99 1,9'3357 1,003,20 2,194,57 2,39121 1,67853 1,929,99 1 ,5IT 42
522,4401 RENTAL & LEASES 481810 3,763,48 2,51003 2,467.37 1,IIlll,01 1,70028 89137 664,25 50075
522,4501 INSUR!>NCE 50,48475 48,2047 37,014,50 3349071 26477.70 26 ,00520 31,77187 30 ,90339 32PJ2oo
522,4601 8UILDING-REPAIRS&MA\NT 16,104,60 8,3.89,01 4,457,00 4,09257 23126 1,44139 2,68480 5,485,93 1,716,15
522 4602 GROUNDS.REPAlR&MA\NT 17,43.5 74 10;112,50 9407 76 23264 4199 349,95 28,62 39,23
522 4603 VEHICLE MAINT 109,1165,07 52,168,44 50,126.91 51,5fl9,51 100,87253 66,99215 75}IJ7.75 4641535 53.,155,12
5224604 TOOLS&MACHINE .R&M 9,26179 30,481.63 10,72300 8,64657 9,77776 4,22537 4,24068 3,51061 7,811,23
522,.\605 COMMUNICATION .R&M 5,11647 8,10750 3,67400 2,899,12 4,23431 4,29916 6,31252 1,968,82 2,072,95
5224fffi OFFICE EQUIP .R&M 37,196 02 6,32337 8,238.72 6,683,91 4,ffiS,54 4,67226 3,02775 1,902,59 1,44991
5224701 PRINTING 2,32305 1817% 2,42700 1,34722 1,652,57 76577 596,43 60331 1,099,56
5224801 FIRE PREVENTION MATERLALS 7,21385 16;19354 13,990,94 12,63383 4,941,35 8,47100 3,695 87 4,7'31.47 6,447.51
522,4802 ADDRESS # & LOCKBOX 2,025,63 2W84 2,965.63 4,664Bl 2,87929
522.49\l1 LEGAL ADS 3.74261 3~04 3,646.60 3,60633 2,245116 3,03289 1,81916 1,493.22 1 ,02999
522.4905 MINOR EQUIPMENT 7,12639 15,599,57 7,94522 6,251.42
522,491)9 WIRING FEES 136,67 53000 7019 68.00 59,00
522,5101 OFFICE SUPPLIES 492086 2,%4,49 1,55675
OIffSllf SERVICES 584,118.l18 498 ,42 3Iiti,932.6o\ 281 li.54 286 8.116 235)17,P,; 222 7,72 2U7,795.81 1111i,!i68.D2
522.4005 MINOR EQUIPMENT 26,096,21 12,98798 5,605,89 7,9f1jfJI 4,44022
522.49J:l 'MRING FEES 488,48 176,28
522.5101 OFFICE SUPPLIES 9;173.27 7 pgo42 4,993.,27 3,57259 2 ,59237 2,47229
522,5201 CLOTHING!>ND UNIFORMS %,67112 64,388,81 81,70040 47,00971 30,37241 25,003,3.6 21 ,995 96 17,14102 14,45826
5225202 FOOOS 5,05093 8,19195 5,551.08 4p37.79 3,891.61 64339 1 ,352 46 749,87 85830
522.5203 FUELS !>ND LUBES 70,21444 50,4641 35,31915 35 ,76465 36,1:6148 29,38U7 21,187,43 18,930,13 19,947,26
522 .5204 CLEANING SUPPLIES 4,94600 4.76155 3~7727 2p.1971 1,892,26 2,087 05 2,11192 2,65677 2,983,26
522 .5205 OTHER OPERAllNG EXPEND 8.729,29 39J3562 8,)24,116 11,156,04 8,87852 4,59389 5,177,14 6,23.4,116 4,69701
522,5x!; MEDICAL SUPPLIES 3,04100 259307 973.55 6,174,87 4,56239 1,IIli.oo 7i'\j,64 1,144.00 2,29873
522 5207 RECORDING TAPES 13 ,520 29 2,72498 3,38440 825,3.6 54676 2,0B4.01 29464 92768 624.74
522,52)8 FIRST AID 11.96
522,5401 BOOKS,PUBSi\ND SUBSCRIPTS 5,041,43 4,34649 4,766,64 2,66033 2,28325 2,06445 3,430,17 2,56951 2,67932
522,5.402 DUES!>ND MEMBERSHIPS 4,175.72 3,4(li66 2,987.35 2,73386 2,328,92 2,45703 2,283.13 2,01521 2,08770
522 5.403 EDUCA1l0N EXPENSE 22,937.11 2165500 14,64463 7,11192 8;117,01 4,67276 4jjOOoo 3,48900 4,18936
522,5404 VOLUNTEER 11WNING PROGRA 90,00) 2,16576 2,815,70 326576 2,80076 2,44526 2,504.40
522 5405 COMMISSION EDUCATION 180,00 150.00
522 .6405 CERT EQUIPMENT 6,401,59
52273 MISCELlANEOUS EXPENSE
522,5528 CERT MATERIAL #5207 2 63702
MATERIALS Mf) SII'f'LES 177,1li23 147A51.12 111,028.85 87,94821 73,102,96 58,303,31 57,328,]4
522 6401 COMMUNICATION EQUIPMENT 8850 7D 181610 16P6609 12,293.,50 1,11200 2,970,00 15,19405
522,6402 OFFICE EQUIPMENT 16,829,16 27~22 29 po.487 8,195,00 10,474,99 66,98 4,91144 9,37756
5226404 OTHER EQUIPMENT 13,03303 122,44533 51;164,97 1455600 26,92404 7,1164,60 5,203.95 18,033,00 7,70032
5225405 CERT EQUIPMENT 2,13.4,02
522,64flj VEHICLE PURCHASE 12956 39 2,00 31 70,91 47128,3.6
CAPlrAL Olff/..AY 29 1.75 198,925.115 82 .94 7U IlUII 51 .55 56172.74 13 .39 18~13.1l1 32 1.93
5227103 NEW BUILDING LEASE PYMNT 4,19856 4,198,56 4,198,56 4,19856 4,198,3.6 4,19856 4,198,56 4,19856 4,198,56
5227104 MINI PUMPER LEASE PYMNT
5227201 DEBT SERV, INTEREST
RESERVE LEAVE 2131.38 19 :156,78 4~71.1i8
PfIJIICI'AL RETflfJErtr 4,198.56 4,198.56 4198.56 4.198,56 4,198.36 6,329.94 23 .34 8 24 4198.56
ToIaI Ge/JeI8/ Fund Expons8fIf'IIIIllCing Usos
w
00
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Fiscal Year End 2000 and 2001
FYE 2011O
General Fund Specie' Fund
Audited Actlvttle. Variance from Budget Variance from Budget
Financial Actlvl~ Gan and Sad Comb'had FaVQllIbl. fllnfavnrah'lIj
Lona Term Debt
Promissory Note and Cap Lease Obligations 344 .280
Compensated Absences 91,884
Total Fund Eauitv G. S & FA 5,583,211
Revenues
Ad Valorem and County Taxes 1 ,644,071 (35,586)
Fees 946,799 51,742 400,557
Interest and Dividends (and FV Jnc) 131 ,676 14,914 90 ,862
Miscellaneous 85,823 36,903 41,000
fXDenditures
Employee Costs 1 ,368,969 38,651
Outside SefVices 235,218 44 ,327
Matenals and Supplies 87,948 1,800
Reserves 320 ,422 1,030,404
Capital Outlay 947,422 (39,750) (01,249)
Debt Service 18,937 (2,131) (11)
ExceM lDeficiBn~} 149,875 431,312
Fund Balance Fnd of Year G.S & DSF 2,036,907
FYE 2001
General Fund Specie' Fund
Audhed Actlvftl.. Variance from Budget Variance from Budget
Fin~ncial ActJvi1,y GaR and Sad Combined Favorahl. nlnfavnr.bl'll
Lona Term Debt
Promissory Note and Cap Lease Obligations 327,486
Compensated Absences 105,434
Total Fund Fouitv G S & FA 6,756,608
Revenues
Ad Valorem and County Taxes 1 ,925 ,892 (37,254)
Fees 1,004,005 46 !l22 537,543
Interest and Dividends (and FV Inc) 130 ,320 1,586 91,834
Miscellaneous 93,860 33 ,035
Exuenditures
Employee Costs 1,629,007 17 ,507
OutSide Services 28B ,784 29 ,500 (2,506)
Materials and Supplies 111.029 316
Reserves 315,176 223,875
Capital Outlay 618.614 76,533 1,183,212
Debt Service 16,833 1 (39)
Excess lOlBficien~ 569,870 482 ,422 2,033,919
fund Balance fnd ofYp-;'lIr. G S & nSF 2,608,777
39
--..---."-.--
"""---~--
d-
Fiscal Year End 2002 and 2003
FYE 2002
General Fund Special Fund
Audhod Activities Variance from Budget Variance from Budget
Financial Actlvi1y G8n and Sad Combined Favorable rnnfavorable)
Lon~ Term Debt
Promissory Note and Cap Lease Obligations 310,692
Compensated Absences 212,086
Total Fund Eouity G. S & FA
Revenues
Ad Valorem and County Taxes 2,416,36l3 (76,851)
Fees 1 ,578 ,662 187,872 (110,180)
Interest and DiVidends (and FV Jne) 52,965 (16,644) 32,709
Miscellaneous 261,225 91,665 110,000
ExoenditurBS
Employee Costs 2,272 ,375 (47,782)
Outside Services 281 ,926 63,503
Materials and Supplies 147,451 394
Reserves 445,083 1 ,807,404
Capital Outfay 1 ,BOO ,509 13,012 (23D,021)
Debt Setvice 16,794 1
Excess fDeflciencao (289,835) 660,253 1,609,912
Fund Balance End of Year G S & DSF 2,316,942
FYE 2lJ83
6....... Fund Specie' Fund
Au.... AdM!Ieo V8I1ence from lIudlet Ve"e_ froftlllullget
Financial Activity G8n.~d..a'Dt;F :Cm.hlruul F......... Ah~araIt~
Lono Term Debt
Promissory Nole and Cap Lease Obligations 9,561,7$
Compensated Absences 15:2,164
Total Fund Eauitv G. S & FA
Revenues
Ad Valorem and County Taxes 3,llS2 ,500 (57,137)
Fees 1,121,W 105,115 (llO.25ll)
Interest and Dividends (and FV Inc) <46.953 (1.856) 2!i)J57
Miscellaneous 8lI,373 17,3)3
Expenditures
Employee Costs 2,757,116 (5,218)
Outside Services 364,851 82~ (17,918)
Materials and Supplies 196,549 7,301 935,.\59
Reserves 569,795 (758.523)
Capital Outlay 2,90$.154 23,681
Debt Service :16,244 1
Excess lDeficien'a(l (1fJ&7,lXll) 751.D48 113,757
Fund RillIlance End of Ye~tr G S & DSF 9,611:,839
40
- .__.~._------~---,....
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Fiscal Year End 2004 and 2005
Financial Activity
lona Term Debt
Promissory Note and Cap lease Obligations
Compensated Absences
Total Fund fquitv G S & fA
llmwID
Ad Valorem and County Taxes
Fees
Interest and Dillidends (and FYlnc)
Miscellaneous
Exaenditures
Employee Costs
Outside Services
MateriOlls and Supplies
Reserves
Capital Outlay
Debt Service
Excmm lDeficien~
Fund DilIlance End olYear, G S & DSF
FinandalActivity
Lona Term Debt
Promissory Note and Cap Lease Obligations
CompensaledAbsences
T Dtal Fund Eouitv G. S & FA
~
Ad Valorem and County T,ms
fees
Interest and Dividends {and FYlnc)
Miscellaneous
EXDenditures
Employee Costs
Outside Services
Materials and Supplies
Reserves
Capital Outlay
Debt Service
Excess lDefh:ien~1
Fund Balance End olYear. G.S Ii DSF
"-'-'''''~'~'''''---'--'-''''''~''''
41
-----_..~._-
161
Fire District Organization and Staffing, Present
The fire district is an independent special district with its own elected
fire commissioners who provide direction to the fire chief. The
commission is a three-member board that holds meetings the second
Wednesday of each month,
The fire district receives 1 mill of the property tax residents pay to
Collier County per $1,000 of assessed value to property. The tax rate
has remained the same since the fire district became independent in
1983,
Golden Gate is one of nine fire districts in Collier County, Five of the
districts are independent, two are run by Collier County and two are
municipal fire departments,
The Golden Gate fire district includes 73 firefighters and support
staff, Of those, 60 are line firefighters, Eight members of the
command staff, including chiefs, captains and inspectors, are certified
firefighters able to assist with interior attacks based on their past
experience as line firefighters,
The organization chart on the following page illustrates the chain of
command and number of positions within the fire district,
1 At?-
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Need for Growth to provide Service
Fire district staff must groW to meet the increased calls for service of
a growing population, ensure timely inspections of property and to
provide opportunitieS for residents to learn about fire safety and how
to protect themselves, Additional firefighterS and support staff must
be hired to meet state and federal standards and help provide a safer
working environment that complies with state and federal standards,
Limited tax revenues have prevented fire district officials from hiring
more firefighterS to staff frontline apparatus, Multiple apparatus
respond to incidents, and the fire district has automatic and mutual
aid agreements with other county agencies,
All employee positions are paid for through direct property tax
revenue, Impact fees cannot be used to hire staff, but may be used
to purchase capital improvement itemS, such as apparatus, staff
vehicles or personal protective gear.
The district millage rate has remained the same since 1983, Officials
have sought additional funding for neW firefighterS and equipment
through grants,
An additional 54 firefighterS must be hired within the next five years
if Station 74 is built, Additionally, three depUty chiefs, two inspectors,
one public education officer, three secretaries and one receptionist
must be hired. The district needs the firefighter positions to help
comply with federal and state regulations that govern the staffing of
fire district apparatuS and effective, safe attacks on fires and at
hazardous materials incidents.
Federal and state regulations require that fire protection agencies
must provide at least four firefighterS to perform the initial attack on
a fire, These numbers may significantly increase depending on the
size of the incident,
44
. _..'"~"._._- ..~_.'.-
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The National Fire protection Association (NFPA) specifies the
m'o,m,m ".""m,"" to ,,,,Md to ft", ,ff"""" '" '" ""d,cd,
NFPA 1710. It requireS the following:
. Fire protection agencies must begin an emergency response
within one minute
. The first arriving apparatuS must take no longer than eight
minutes to arrive at a fire scene
. Eleven firefighterS meet the standard to make an effective
search and attack on a residential fire to include:
. 1 incident commander
. 1 firefighter to establish a water supply
. 2 firefighterS as an initial interior attack team
. 1 firefighter to support the interior attack team
. 2 firefighterS for search and reScue
. 2 firefighterS to ventilate a structure and assist with attack
and search and rescue
. 2 firefighterS as a rapid intervention team in case the initial
attack creW encounters trouble
Fire district officials meet these requirements by sending multiple
,,,,c,'"' to 'odd,"'" ",',,' "d ,"tom,ti' ,Id ",,,m,"" with
oth" Coil'" C,"otV ,,c' ,,,,,"'00 ","d" f,~h" '"'"co ,,,,, "d
national standards are met,
The Federal occupational Safety and Health Administration (OSHA)
addresses the regulation in its Standard for Respiratory Protection"
Florida Administrative code, Uniform Minimum Firefighter
Employment Standards, includes the regulation with specifiC
references to firefighterS and fire protection agencies,
The regulation states that on a standard structure fire, the first
arriving apparatuS should have four firefighterS on board so
operations may immediately commence upon arrival at a fire, TwO
fi"fi,h"" m"" fi," th' fiCO f"m th' '0",'0< of th' ,,,",,"" whll'
tWO firefighterS remain outside as a rescue team, The regulation is
referred to as the tWO in, tWO out rule,
Hiring additional firefighterS and support personnel will help reduce
the number of apparatuS responding to incidents, improving safety
for residents and personnel, and making operations more cost-
efficient in the long-term by reducing costs that include maintenance,
fuel and replacement of equipment,
4S
".-._-,~.,._-"-
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--
Golden Gate Fire District Personnel & Apparatus: Current and Future Costs
Expenses
Total Now Total Needed Cost Now Cost of Needs
T otlll EXDBnSeS 61 138 $3.!i86!i40A9 $7659 444.91
Station 70
What We Have Cost Each Total What We Need Cost Each Total
Lieutenant 3 $67255,75 $201 767,25 Lieutenant 6 $67255,75 $403534,50
Engineer 6 $50852,35 $305114,10 Engineer 9 $50852,35 $457671,15
Firefighters 9 $44543,35 $400890,15 Firefighters 9 $44 543,35 $400 890,15
Totals 18 $162,651.45 $907,771.50 Totals 24 $162,651.45 $1,262,095.80
Station 71
What We Have Cost Each Total What We Need Cost Each Total
Lieutenant 3 $67255,75 $201 767,25 Lieutenant 3 $67255,75 $201 767,25
Engineer 6 $50,852,35 $305,114,10 Engineer 9 $50,852,35 $457,671,15
Firefighters 3 $44543,35 $133630,05 Firefighters 6 $44543,35 $26726010
Totals 12 $162,651.45 $640,511.40 Totllls 18 $162,651.45 $926,698.50
Station 72
What We Have Cost Each Total What We Need Cost Each Total
Lieutenant 3 $67,25575 $201,767,25 Lieutenant 6 $67,255,75 $403,534,50
Engineer 9 $50852,35 $457671.15 Engineer 9 $50 852,35 $457671,15
Firefighters 0 $44,543,35 $0,00 Firefighters 9 $44,543,35 $400,890,15
Totals 12 $162,651.45 $659,438.40 Totals 24 $162,651.45 $1,262,095.80
Station 73 - Under Construction
What We Have Cost Each Total What We Need Cost Each Total
Lieutenant 0 $0,00 Lieutenant 6 $67255,75 $403,534,50
Engineer 0 $0,00 Engineer 9 $50,852,35 $457,671,15
Firefighters 0 $0.00 Firefighters 9 $44543,35 $400890,15
Totals 0 $0.00 $0.00 Totals 24 $162,651.45 $1,262,095.80
Station 74 - Not Built Yet
What We Have Cost Each Total What We Need Cost Each Total
Battalion Chief 0 $0,00 Battalion Chief 0 $83659,15 $0,00
Lieutenant 0 $0,00 Lieutenant 3 $67,255.75 $201,767,25
Engineer 0 $0,00 Engineer 9 $50 852,35 $457671,15
Firefighters 0 $0,00 Firefighters 6 $44,543,35 $267,260,10
Totals 0 $0.00 $0.00 Totals 18 $246,310.60 $926,698.50
Command Staff
What We Have Cost Each Total What We Need Cost Each Total
Chief 1 $133162,65 $133162,65 Chief 1 $133162,65 $133162,65
Assistant Chief 1 $113,992,82 $113,992,82 Assistant Chief 1 $113992,82 $113992,82
Deputy Chief 1 $99948,99 $99 948,99 Deputy Chief 4 $99 948,99 $399 795,96
Tr, Battalion Chief 1 $92,92707 $92,92707 Tr, Battalion Chief 1 $92,927,07 $92,927,07
Tr, Captain 1 $65 000,00 $65000,00 Tr, Captain 1 $65 000,00 $65000,00
PIO 1 $54,539,71 $54,539.71 Tr Lieutenant 1 $55,00000 $55,000,00
Fire Marshal 1 $84,645,18 $84645,18 PIO 1 $54539,71 $54539,71
Inspector 3 $50,000,63 $150,001,89 Fire Marshal 1 $84,645,18 $84,645,18
Admin, Captain 1 $64000,00 $64 000,00 Inspector 5 $50000,63 $250003,15
Mechanic 2 $67255,75 $134 511,50 ' Admin, Captain 1 $64000,00 $64000,00
Executive Assist. 1 $6818210 $68182,10 Mechanic 2 $67255,75 $134511,50
Secretary 1 $37081,63 $37 081,63 Executive Assist. 1 $68182,10 $68182,10
Receptionist 1 $29848,20 $29 848,20 Secretary 4 $37 081,63 $148 326,52
Sh, Battalion Chief 3 $83659,15 $250977.45 Receptionist 2 $29 848,20 $59 696.40
Totals 19 $1,044,243.88 $1,378,819.19 PEO 1 $45000,00 $45000,00
Sh, Battalion Chief 3 $83659,15 $250,977.45
Totals 30 $1,144,243.88 $2,019,760.51
Apparatus and Staff Vehicles
What We Need Cost Each Total
Notes:
Repiace R72 1 $400000,00 $400000,00 Apparatus costs are not included in total costs above,
Replace E70 1 $400 000,00 $400000,00 Only personnel costs are inciuded in total expenses above,
Replace E71 1 $400000,00 $400000,00
Replace PIO 1 $30,000,00 $30000,00
Replace Support 1 $30 000,00 $30000,00
New Additions 5 $30000,00 $150000,00
Totals 10 $1,290,000.00 $1,410,000.00
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16 .l. ri :r
Fire District Organization
and Staffing, 2007-2012
The charts on the next three pages show the apparatus at each
station, their current level of staffing, what is proposed for the next
five years and what the National Fire Protection Association requires.
Station 70 apparatus:
. Rescue 70
. Engine 70
. Water Tender 70
. Brush 70
. Battalion 70
Station 71 apparatus:
. Engine 71
. Brush 71
. Water Tender 71
. Special Response Unit 71
Station 72 apparatus:
. Rescue 72
. Tower 72
. Brush 72
47
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Fire District Stations, 2007-2012
Station 73 will open in April 2007 and is the first of at least two
stations needed in the next five years.
One more station, Station 74, is needed in Golden Gate Estates. It
will be located on Everglades Boulevard. District officials are
negotiating with Collier County School Board officials to build Station
74 on land between 10th and 12th Avenue Southeast where a new
school will be built.
The new station will provide better responses to the growing
population of eastern Collier County and, potentially, enable residents
to obtain better premiums on their homeowners' insurance because
of the proximity of Station 74 to their homes.
The map on the following page shows proposed locations for
additional fire stations within the fire district. Stations 70, 71 and 72
are in service.
Stations 74-76 are proposed. Station 74 has priority for construction
within the next five years. Stations 75-76 are needed within the next
10 years, or sooner.
51
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Fire District Station and Apparatus Needs
The fire district is divided into service areas that designate
responses, The following pages detail each service area, what it
covers and potential costs to best serve each area through the next
five years, as previously shown in the budget projections,
Figures are based on current salaries for personnel and construction
material costs, as of 2007, The figures may increase based on cost of
living adjustments,
53
Service Area 1
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Service Area 1 is a 19-square-mile area that includes Station 73.
Apparatus, Facility Needs
. 1,500 GPM Tower Truck with equipment: $850,000
. Rescue Truck with equipment: $450,000
. Brush Truck with equipment: $150,000
. Water Tender with equipment: $250,000
Total: $1,700,000
Personnel Needs
. 6 firefighters per shift, 18 total: $975,909
. Yearly operation costs: $75,000
Total: $1,050,909
Grand total for Service Area 1: $2,750,909
Timetable
2007 - Complete construction and move into station
lAy
54
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Service Area 2
Service Area 2 is a 12-square-mile area that includes Station 70, the
fire district's present headquarters. Renovations are needed to the
administrative offices, bathrooms and parking lot when personnel
relocate to Station 73 in 2007, This station leased by the fire district
from Collier County at no interest,
Apparatus, Facility Needs
. Capital costs: $500,000
. Amount remaining on lease: $250,000
. Second engine with equipment: $450,000
Total: $1,200,000
Personnel Needs
. 6 firefighters per shift, 18 total: $975,909
. Yearly operations costs: $35,000
Total: $1,010,909
Grand Total for Service Area 2: $2,210,909
Timetable
2007 -- Replace Engine 70 and move it to reserve status
2008 -- Replace Water Tender
2010 - Purchase Station 70 from Collier County
____." __ __.","'U"~_^_'~'__
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56
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Service Area 2
57
Service Area 3
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Service Area 3 is a 15-square-mile area that includes Station 72.
Apparatus, Facility Needs
. Replacement of Rescue 72: $450,000
. Second engine with equipment: $450,000
Total: $900,000
Personnel Needs
. 6 firefighters per shift, 18 total: $975,909
. Yearly operations costs: $35,000
Total: $1,010,909
Grand Total for Service Area 3: $1,910,909
Timetable
2008 _ Replace Rescue 72 and Brush 72, purchase Engine 72
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Service Area 4
Service Area 4 is a 24-square-mile area that includes Station 71.
Apparatus, Facility Needs
. Maintenance facility adjoined to existing building that will be
tall enough to accommodate vehicle lifting in two bays (if
zoning allows): $500,000
. Brush truck with equipment: $150,000
Total: $650,000
Personnel Needs
. 6 firefighters per shift, 18 total: $975,909
. Yearly operations costs: $42,000
Total: $1,017,909
Grand Total for Service Area 4: $1,667,909
Timetable
2009 - Build maintenance facility, purchase brush truck
60
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Service Area 5
Service Area 5 is an 18-square-mile area in Golden Gate Estates
where district officials want to build Station 74. The district needs 2.5
acres on Everglades Boulevard.
Apparatus, Facility Needs
. Land purchase: $300,000
. Three-bay fire station, 13,000 square feet at $200 per foot for
construction to include a meeting room for 100 people:
$2,600,000
. Rescue truck with equipment: $450,000
. Brush truck with equipment: $150,000
. Water tender with equipment: $250,000
Total: $3,750,000
Personnel Needs
. 6 firefighters per shift, 18 total: $975,909
. Yearly operations costs: $35,000
Total: $1,010,909
Grand Total for Service Area 5: $4,760,909
Timetable
2007 - Obtain property
2008-09 _ Build two-bay station, purchase engine, water tender and
brush truck
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Conclusion
Collier County is rapidly growing, and the Golden Gate Fire Control
and Rescue District must grow to manage residents' calls for service,
whether they are calls for help or requests for other services.
This plan addresses these needs for the next five years and offers
guidance on where the district must go in years to come. The plan is
a guideline, and the actions of fire district officials will be based on
available tax revenues as they are accurately determined, the ever-
changing political climate, the actions of federal, state and county
officials and, most importantly, the wishes of the residents and
registered voters of the fire district.
The fire district needs to construct at least one new station within the
next five years. More firefighters must be hired to properly serve
residents.
.y
64
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APPENDIX
65
16,
Acknowledgements
The staff of the Golden Gate Fire Control and Rescue District thanks
the many residents and fire commissioners who have devoted
countless time and energy throughout the history of the fire district
to ensure Golden Gate residents receive quality fire and rescue
services. Their dedication has made it possible for Golden Gate
firefighters to fulfill their primary mission - protect life and property.
lAr-
66
--"-----~~----_..._-~------ -.--",--'- .._-_._-_._._--~--
161
lAy
History of the Golden Gate Fire Control
& Rescue District
The history of the Golden Gate Fire Control and Rescue District began
in 1971.
The fire station's original building, located at the corner of Golden
Gate Parkway and Coronado Boulevard, was built in 1971 as a fire
hall by the Golden Gate Fire Association, the community's first civic
association. Residents wanted the building to serve as a community
meeting hall and a headquarters for ambulances. Avatar, the county's
former water service provider, donated property for the building with
the condition it be used as a fire station. Bill Houser, an association
member who shared the vision for an independent fire district, loaned
money toward construction.
Two years later, residents began the push for a Golden Gate fire
department. Until then, the East Naples Fire District was the sole
provider of fire services, In November, 1973, Golden Gate residents
voted to create the fire department as a special tax district run by
Collier County. The County Commission created a committee to
organize the fire department. Inaugural members were Bill Houser,
Ben Driver, Raymond Emery and Gregory Miller. David Reeves, then
with the Florida Division of Forestry, served as a consultant to the
committee, He became the first chief of Golden Gate Fire Department
in 1974.
The department began as a volunteer organization, and the fire chief
was the only paid employee.
The Golden Gate Fire Association held fundraisers to purchase
equipment and repay Houser. The department's budget was only
$30,000, and more money was needed. The department's first paid
firefighters were hired with federal assistance, Fire and ambulance
service was provided by the department.
By 1982, residents wanted to control their fire department's destiny
and voted to split from Collier County
control.
The Golden Gate Fire Control and Rescue
District was born in January, 1983, The . \..
Fire Association subsequently disbanded _ ·
and transferred fire department deeds and ~
property to district control.
Neno Spagna, Gregory Miller and Kevin
Fitzpatrick were voted in as members of
the district's first fire commission. Major
station renovations began that year with
the addition of a day room, fire chief's
67
~...v._"____.,__._,_..-._......-_._-...."_._..~_._--
16,
1 Ad-'
office and secretary's office, Nine people worked as paid employees:
the chief, an assistant chief, six firefighters and a part-time
secretary, Volunteer firefighters also established the Golden Gate
Firefighters' Association,
The first major change in district leadership occurred four years later,
Reeves, who helped create and lead the fire service, retired, Norman
Hatcher, then of Dale City, Va., was hired as new fire chief, He held
the position until 1990, when he resigned to return to Virginia,
Donald R, Peterson was promoted to fire chief on September 11,
1990, where he continues to serve the community. He has been with
the fire district for 25 years,
The district opened its second fire station, Station 71, in Golden Gate
Estates in 1988 to cope with the steady growth around the county.
The station was renovated in 2002, The original station was built with
$20,000 in donations from the community and through a land trust
agreement.
Station 70, the current district headquarters on Golden Gate
Parkway, is shared with Collier County EMS. The original station was
torn down, and a jointly run building was constructed in 1991. Golden
Gate fire district officials can buy the building from the county in
2021 under the terms of a lease-purchase agreement.
Station 72, the district's third fire station, was completed in February,
2004. Located on Beck Boulevard, the station covers the south side
of the fire district. A state-of-the-art 85-foot ladder truck, Tower 72,
is based at the station with Rescue 72, which is the primary
apparatus that runs calls on a 25-mile stretch of Interstate 75, part
of a portion known as Alligator Alley. A brush truck is also based at
the station.
Ground broke in 2006 on a new headquarters, Station 73, with
completion scheduled for spring, 2007, The station is located at
14575 Collier Boulevard.
Future plans call for an additional station in Golden Gate Estates, and
predictions are that two to three additional stations may be needed
in the coming years.
68
16,
1 A;)-
Fire District Services
The fire district provides a variety of services to residents, Fire and
rescue responses, inspections, investigations and public education
programs are the key components of fire district services,
Fire district officials understand the best way to fight fires is to
prevent them. As such, firefighters frequently conduct presentations
in the community to educate residents about fires, emergencies and
disasters. This proactive approach to fire prevention is a proven,
nationwide standard that can, potentially, reduce the number of
emergency calls by empowering residents. This empowerment
teaches residents to help themselves and better understand the
services firefighters and other first responders provide.
Fire Suppression
Golden Gate firefighters directly
respond to emergency and non-
emergency calls for assistance. Calls
include:
. Structure and vehicle fires
. Brush fires
. Medical calls and vehicle
accidents
. Hazardous materials incidents
. Urban Search and Rescue
. Disaster response
Firefighters face unique challenges in Golden Gate because the area
is diverse in population and geography, Golden Gate City is an urban
area of both residential and commercial buildings. The southern
section of the fire district includes industrial facilities and a 25-mile
portion of Interstate 75. Golden Gate Estates is largely rural, offering
a significant potential for brush fires with increased threats to homes
as residents continue to build new homes in eastern Collier County.
Fire Prevention Bureau
The fire district's fire prevention bureau includes the fire marshal,
lieutenant inspector and two inspectors. The bureau's staff is
responsible for inspecting all new and existing construction projects
within the fire district as requested and required by local, state and
federal laws. Inspectors review all plans for buildings and facilities
within the fire district and work closely with county officials and law
69
161
1 A~
enforcement to ensure the safety of residents through effective fire
prevention measures.
The inspectors are dually trained as fire investigators qualified to
determine the cause and origin of structure fires, They frequently
work in partnership with the Florida State Fire Marshal's Office to
conduct fire investigations.
Inspections by Year, 2000-2005
3000
2500
2000
Number of 1500
Inspections
1000
500
0
2000 2001
2002
2003
2004
2005
Year
Training
The training division is responsible for
ensuring firefighters maintain their fire
suppression and emergency medical
certifications. It was created in 2004 to
help the fire district meet new state
and federal mandates placed on
firefighters after the terrorist attacks
of September 11, 2001.
Firefighters train throughout their daily
shifts to keep their skills sharp and to
stay up-to-date on the latest fire
suppression and emergency medical
techniques. Training is frequently
conducted with other agencies.
70
1"'(
. .;e..,
\.) :(
1Ar-
The training division created Golden Gate's first Urban Search and
Rescue Team in 200S to provide specialized response to incidents
such as entrapments in confined spaces, The team became the first
of its kind in Florida to complete all state-mandated training
requirements. It receives local, state and federal funds for equipment
and training.
Public Education
Public education is paramount to fire district operations, Effective
public education programs afford residents the chance to learn about
the fire district, teach adults and children valuable fire safety skills
and empower residents to help themselves when emergency services
are not immediately available.
Fire district programs include:
. Fire Prevention Week
. Escaping fires
. School presentations
. Fire safety and disaster
preparedness presentations
. Juvenile fire setter
intervention
. CPR and first aid
certification
. Community Emergency
Response Teams (CERT)
. Smoke alarm installations
. Child seat installations
. Reflective address signs
. Station tours
71
16~
lA<Y'
Fire District Call Volume
Several factors influence the number of calls firefighters respond to
each year. Dry weather may mean a busy season of brush fires,
increasing the number of calls. Wet weather may prompt an increase
in the number of vehicle accidents and lightning strikes, thus
increasing the number of calls firefighters handle. Excessive
hurricane activity or other natural disasters, such as tornados or
floods, may similarly increase the number of calls.
Personnel and equipment costs may subsequently change from year-
to-year based on the need for additional firefighters to respond to
disasters, or the strain placed on equipment at these calls.
The graphs and maps on pages 30-36 show call volumes for the last
five years. The graphs show the number of calls handled by each
station, The first map shows the concentration of calls from 2000-
200S in each area of the fire district, and the remaining maps show
the concentration by year.
72
lEH
1 A.r
CALLS FOR SERVICE STATION 70
!CALLS FOR SERVICE STATION 711
73
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iCALLS FOR SERVICE STATION 721
74
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References
Collier County Property Appraiser's Office
Florida Administrative Code, 4A-62.003. Uniform Minimum Firefighter
Employment Standards; Adoption of C.F.R, 1910.134(g){3) and
1910.134(g){4), Including Notes One and Two. Tallahassee, FL, 1998.
Fraser & Molke Associates Inc.
National Fire Protection Association, NFPA 1710: Standard for the
Organization and Deployment of Fire Suppression Operations,
Emergency Medical Operations, and Special Operations to the Public
by Career Fire Departments. Anaheim, CA, 2001.
U.S. Census Bureau
Wentzel, Berry, Wentzel & Phillips, P.A. Golden Gate Fire Control and
Rescue District Financial Statements, Naples, FL, September 30,
2005.
82
03/82/2807 11:23
23%436%8
COLLl ER CT'( ZCNHlG
PAGE fi3/03
COLLIER COtJNTY FLORIDA
REQUEST FOR LEGAL ADVERTISING OF PUBLIC HEARINGS
(i)
;.::1 --:-:-:; ~
i :/ (J
"-< .J
To: CI.rk to tb. Board: Pie... pIa.. the follow;oga. a:
IZI Normal legal Advertisement
(Di.play Adv" loeatioa. ele,)
o Other;
~**~**~*.*~*..*~*~****~*~~*.w**.....*.**w..*~*~w*.+.**p~.***.*.*W**...~w.*~~******.***..*....*********.*.*
Or:iin.:atjn~ Dept/ Div: Engineering Services, Commufli"}' Development & EnvirOllTtjental Services
Person: Steph.n Higgins Date: F.bruary 2', 200'
Petition No, (If none, lIive brief description): AR-IO'45
Perition.r, (Name &< Add"'''): AmSuuth Bank, Gr.gory y, Harri, Berkshir. Common., In.., William T. Higg'
3000 Calleria To...r Ste, 1600 30S0 Hone,hoe Oriv. Norlh, St.. 105
Birmingham, AI 35244 Naples, Florida 34104-7908
Name & Addr.., of any pC'fson(s) to be octifi.d by CI.r.,'s Office; (lfmore space is needed, attach separate sheet)
Samantha Brown-Nelson, Permit Coordina.or, rnterplan, LLC 933 L.e Road, .Fil'5t Floor, Orlando, Florida 32810
Hearing before X BCC l'lZA Otter
Req.ested He.rinf date, caa.ed on edvCI'li.ement appearing J 0 days belore h..ring) .March 1.7,1.007
!';cwspaper(" to be used: (Complete only If important):
t8: Naples Daily News
o Other
o Legally Required
Propo$ed Tc~t: (Include i.gal description I< common location & Size, See atta.hed Re.olullon
Companion petition(s). if any & proposed nearing date: nla
Do., Petition Fee include adverti,ins cost? IZI Yes 0 No
R'~I.f?~~lj'^:;;~U;; p ~
Div:sion Administrator or DMignee Date
If Y.s. what accounl should be charged for advcrtisins cost,
I~l~ \~e."'1.i~ "40<1100
Lilt Attachments:
EO~ecubVe Summary -Copy
Resolution with exhibrts - Copy
~RIBlITlON INSTRUCTIONS
A. Fo,' h.aring. before BCC or BZA: Initiating p....on to complete one cny and oblain Div;.lon H.ad approval befo.e
submittinllln County Manag.r. Note: If lopl document is involved, be sore that any necessary 'eaal review, or r.qu..t
for yme, i. submitted to County Atloroey before submitting to County Manog.... Tkc Managor's omce will distribule
copies::
[J County Manager agenda file: to
CI.rk's Office
o Requesting Divi$ion
o Original
EI Other hearings: Initilltinf,l Division head to approve and submit original to Clerk', Office, retaining. copy for tile,
****~*..~*.*.ft*~.~*.***.***~**.~~*~***t**~~*w*~w~*w..**~.**W*~..~w*w****.**k*~....~'..**.*..*~.~....w.***.*k
FOR CLERK'S OFF1CE uSEg7~}~n 3.h, 1 /~ 3< /,,~ h
Date R..ceived: _~ Oate of Public hearing, ~2 Oote Adverti.ed',,_f-!!!~7
COLLIER COUNTY FLORIDA
REQUEST FOR LEGAL ADVERTISING OF PUBLIC HEARINGS
(i)
,'1~
"'1
,.......,
To: Clerk to the Board: Please place the following as a:
[8J Normal legal Advertisement
(Display Adv" location, etc,)
D Other:
**********************************************************************************************************
Originating Dept/ Div: Engineering Services, Community Development & Environmental Services
Person: Stephen Higgins Date: February 27, 2007
Petition No, (If none, give brief description): AR-I0745
Petitioner: (Name & Address): AmSouth Bank, Gregory Y. Harris Berkshire Commons, Inc., William T. Higgs
3000 Galleria Tower Ste. 1600 3050 Horseshoe Drive North, Ste. 105
Birmingham, AI 35244 Naples, Florida 34104-7908
Name & Address of any person(s) to be notified by Clerk's Office: (If more space is needed, attach separate sheet)
Samantha Brown-Nelson, Permit Coordinator, Interplan, LLC 933 Lee Road, First Floor, Orlando, Florida 32810
Hearing before X BCC BZA Other
Requested Hearing date: (Based on advertisement appearing 10 days before hearing) March 27, 2007
Newspaper(s) to be used: (Complete only if important):
[8J Naples Daily News
D Other
D Legally Required
Proposed Text: (Include legal description & common location & Size: See attached Resolution
Companion petition(s), ifany & proposed hearing date: nla
Does Petition Fee include advertising cost? [8J Yes D No If Yes, what account should be charged for advertising costs:
Reviewed by: Joseph Schmitt
Division Administrator or Designee Date
List Attachments:
Executive Summary -Copy
Resolution with exhibits - Copy
DISTRIBUTION INSTRUCTIONS
A. For hearings before BCC or BZA: Initiating person to complete one coy and obtain Division Head approval before
submitting to County Manager. Note: If legal document is involved, be sure that any necessary legal review, or request
for same, is submitted to County Attorney before submitting to County Manager. The Manager's office will distribute
copies:
D County Manager agenda file: to
Clerk's Office
D Requesting Division
D Original
B, Other hearings: Initiating Division head to approve and submit original to Clerk's Office, retaining a copy for file,
***********************************************************************************************************
FOR CLERK'S OFFICE USE OJ,~:
Date Received: 3 I () 7
~ ,
Date of Public hearing: } / 2~ 7 Date Advertised: # 7
17A
EXECUTIVE SUMMARY
Recommendation to approve Petition AVESMT-2006-AR-10745 to disclaim, renounce and
vacate the County's and the Public's interest in a portion of the fifteen foot wide utility
easements "B" & "c" as recorded in and created by Official Records Book 1648, pages
1502-1506 and lying over Parcel 1 & 2, according to a plat of Berkshire Commons
Parcels "1, 2 & 3", filed in Plat Book 38, Page 30 and 31 of the Public Records of Collier
County, Florida, said vacation area being more particularly described in Exhibit "A".
OBJECTIVE:
To adopt a Resolution to vacate that portion of the fifteen foot wide utility easement as
described above which was originally created by O,R, Book 1648, pages 1502-1506 and that
portion intended to be vacated being more particularly described in detail in Exhibit "A"
CONSIDERATIONS:
Petition A VESMT -2006-AR-1 0745 has been received by the Engineering Services Department
from Samantha Brown-Nelson of Interplan LLC as agent for the petitioners, AmSouth Bank
(Parcel 1) and Berkshire Commons, Inc, (Parcel 2)
Letters of no objection have been received from applicable divisions/entities,
FISCAL IMPACT:
Engineering Services has collected a $1,000 "Petition to Vacate" fee from the petitioner which
covers the County's cost of recording and processing the Petition,
GROWTH MANAGEMENT IMPACT:
There is no growth management impact associated with this Executive Summary,
ENVIRONMENTAL ISSUES:
There are no outstanding environmental issues.
HISTORICAL/ARCHAEOLOGICAL IMPACT:
There are no historical or archaeological impacts.
LEGAL CONSIDERATIONS:
The County Attorney's Office has reviewed and approved the Resolution and associated
legal documents,
17 A
RECOMMENDATIONS:
Adopt the Resolution for Petition AVESMT-2006-AR-10745 AmSouth Bank (Parcel 1) and
Berkshire Commons, Inc, (Parcel 2) to vacate the County's and the Public's interest in a portion
of the fifteen foot wide utility easements "B" & "C" as recorded in and created by Official Records
Book 1648, pages 1502-1506 and lying over Parcel 1 & Parcel 2, according a plat of Berkshire
Commons Parcel "1, 2 & 3" filed in Plat Book 38, Page 30 and 31 of the Public Record of Collier
County, Florida, said vacation area being more particularly described in Exhibit "A"
Authorize the Chairman to execute the Resolution and direct the Clerk to the Board to record a
certified copy of the Resolution in the Public Records,
PREPARED BY: Stephen A. Higgins P,S,M" Engineering Services Department
17 A j~
RESOLUTION NO. 07-_
A RESOLUTION OF THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA,
RELATING TO PETITION AVESMT-2006-AR-10745,
DISCLAIMING, RENOUNCING AND VACATING THE
COUNTY'S AND THE PUBLIC'S INTEREST IN A PORTION
OF THE FIFTEEN-FOOT WIDE UTILITY EASEMENTS "B" &
"C" AS RECORDED IN AND CREATED BY OFFICIAL
RECORDS BOOK 1648, PAGES 1502-1506 AND LYING
OVER PARCELS 1 & 2, ACCORDING TO THE PLAT OF
BERKSHIRE COMMONS PARCEL "1, 2 & 3" FILED IN PLAT
BOOK 38, PAGE 30 AND 31 OF THE PUBLIC RECORDS OF
COLLIER COUNTY, FLORIDA, SAID EASEMENT BEING
MORE PARTICULARLY DESCRIBED IN EXHIBIT "A".
WHEREAS, pursuant to Section 336.09 and 336.10, Florida Statutes,
Petitioner, AmSouth Bank (Parcel 1) and Berkshire Commons, Inc, (Parcel 2),
has requested the vacation of a portion of the fifteen foot wide utility easements
"B" & "C" as recorded in and created by Official Records Book 1648, pages
1502-1506 and lying over Parcel 1 & 2, according to a plat of Berkshire
Commons Parcels "1, 2 & 3" filed in Plat Book 38, pages 30 and 31 of the Public
Records of Collier County, Florida, said vacation area being more specifically
described in Exhibit 'A'; and
WHEREAS, the Board has this day held a public hearing to consider the
aforementioned vacation request, and notice of said public hearing to vacate was
given as required by law; and
WHEREAS, the granting of the vacation request will not adversely affect
the ownership or right of convenient access of the property owners; and
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA, that the County's interest
in the utility easements as specifically described in Exhibit 'A' are hereby
vacated, extinguished, renounced and disclaimed, and this action is declared to
be in the Public's interest and for the Public's benefit
BE IT FURTHER RESOLVED AND ORDERED that the Clerk to the Board
is hereby directed to record a certified copy of this Resolution in the Official
Records of Collier County, Florida, to publish notice of adoption of this
Resolution within 30 days of adoption; and to record such proofs of publication
as required by Section 336,10, Florida Statutes,
This Resolution adopted after motion, second and majority vote favoring
same, this day of ,2007.
DATE:
ATTEST:
DWIGHT E. BROCK, CLERK
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By:
JAMES COLETTA, CHAIRMAN
Approved as to form and legal
suffici ~
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Page 1 of 1
IIllIIII
Current Ownership
Folio No,1123945007035 Map II Property Addressl13701 SANTA BARBARA BLVD
17 r
E I.
Owner Name I MOBIL OIL CORP I
Addresses %EXXON MOBIL PROP TAX DEPT I
PO BOX 4973 I
I cityl HOUSTON II State II TX II ZiplI77210 - 4973 I
Legall BERKSHIRE LAKES UNIT 1 THAT PT
OF TR F REF AS OUTPARCEL E
I DESC IN OR 1580 PG 501
Section Township Ran e Acres
32 49 26 1,02
Sub No, 184600 BERKSHIRE LAKES UNIT 1
-1J Use Code 26 IMPROVED COMMERCIAL
Map No,
4B32
-'0 MIl!age Area
202
III Strap No,
184600 F 1,34B32
II
II
2006 Final Tax Roll
(Subject to Change)
If all Values shown below equal 0 this
parcel was created after the Final Tax Roll
Land Value $ 888,620,00 I
(+) Improved Value $ 274,653,00
(=) Market Value $1,163,273,00
(-) SOH Exempt Value $ 0,00
(=) Assessed Value $1,163,273,00
(,) Horn $ 0,00
(=) Taxable Value $ 1,163,273,00
SOH = "Save Our Homes" exempt value due to cap on assessment
increases.
Latest Sales History
Book ~ Page
1580 - 499
Amount I
$ 1,002,363,00 I
P 12c? tJlT Lj 0 LV ,,"t:(c S
I}J in~ ( ',,-, 16{) ffL'
o( pp.;{L( t:.l
-
"
The Information is Updated Weekly.
http://www.collierappraiser.comlRecordDetail.asp?F oliolD=000002394500703 5
11/6/2006
Details
Page I of 1
17
f
11IIIII
Current Ownership
Prop.rty Addre..1I NO SITE ADDRESS
Folio No,1173593500086 Mepll
Own.rNemE SHORE AT BERKSHIRE LAKES
Addr..... MASTER HOMEOWNERS ASSOC INC,
7845 BERKSHIRE PINES OR
Cil'o NAPLES II stet.11 FL II Zipl134104 ' 7442 I
L.gel SHORES AT BERKSHIRE LAKES
PHASE TWO-A TRACT 0, LESS A
PORTION OF RIW BY OR 4088 PG
99
*For more than four lines of Legal Description please call the Property Appraiser's Office.
Section II Township II Range II Acres Me No, Strop No,
33 49 II 26 14202 4B33 629300 0 04B33
Sub No, II 629300 II SHORES AT BERKSHIRE LAKES PHASE TWO-A II ~ MiUage Ar~a II J;\
~) MJllaae.
-t U.. Co.((e II 96 II MISCELLANEOUS II 31 II 12,1189
2006 Final Tax Roll
(Subject to Change)
If all Values shown below equal 0 this
parcel was created after the Final Tax Roll
Lend Velu. II $ 100,00 II
(+) Improv.d Velu. I $ 0,00 II
(=) Merk.t Velu. I $ 100.00 I
(-) SOH Ex.mpt Velue I $ 0,00 I
1=\ A......d Velu. I $ 100'001
H Homestead and other Exempt Value $ 0.00 ,
I (=) Texeble Velue II $100,00 I
SOH = "Save Our Homes" exempt value due to cap on assessment
increases,
Latest Sales History
Oet. II
12/2002 II
Book ~ Page
3192 - 1775
Amount I
$ 0,00 I
11IIIII
The Information is Updated Weekly.
http://www.collierappraiser.comlRecordDetaiLasp?F olioID=0000073 593 500086
11/6/2006
Detai Is
Page I of I
11IIII
Current Ownership
Folio No,1123945007501 M~p II Property Addressll18 PADDINGTON CT
17A
I
I
I
Owner N~me BLOCK, LARRY E=& MAE E
Addresses 18 PADDINGTON CT
Cltyl NAPLES I
State I' FL
II
zipll 34104 - 6560
I
I
I
Legall BERKSHIRE LAKES UNIT #1
BLK A LOT 7 OR 1547 PG 364
II Map No, Strap No,
II 4B32 184600 A 74B32
I 4i MJ!!l!Qll Areil -1J Millage
I 202 12,791
2006 Final Tax Roll
(Subject to Change)
If all Values shown below equal 0 this
parcel was created after the Final Tax Roll
Latest Sales History
Land Value $ 180,322,00
(+) Improved V~lue $ 398,404,00
(=) M~rket V~lue $ 578,726,00
H SOH Exempt V~lue $ 293,400,00
(=) Assessed Value $ 285,326,00
(-) Homestead and other Exempt Value $ 25,000,00
(=) Taxable V~lue $ 260.326,00
Date
Book - Page
Amount
SOH = "Save Our Homes" exempt value due to cap on assessment
increases.
11IIII
The Information is Updated Weekly.
http://www.collierappraiser.comIRecordDetail.asp?F olioID=0000023945007 50 I
11/6/2006
Details
Page 1:f(
11IIII
Current Ownership
Property Addressl115 PADDINGTON CT
Folio No.1123945007459 Map II
Owner Name COURET, GILBERT
Addresses 15 PADDINGTON CT
City NAPLES II Stetell FL II ZiPl134104 - 6560
Legalll BERKSHIRE LAKES UNIT #1
I BLK A LOT 6
Section II Township Range Acres
32 II 49 26 0,46
Sub No, II 184600 II BERKSHIRE LAKES UNIT 1
-1J !Jse Code II 1 II SINGLE FAMILY RESIDENTIAL
Map No,
4B32
II
II
II -'!'l Millage At"a
II 202
II Strap No,
II 184600 A 64B32
II
II
2006 Final Tax Roll
(Subject to Change)
If all Values shown below equal 0 this
parcel was created after the Final Tax Roll
Latest Sales History
Land Value $157,194,00
(+) Improved Value $ 315,631,00
(=) Market Value $ 472,825,00
I
I
I
I (,) SOH Exempt Value II $ 184,512,00 II
I (=) Assessed Value I $ 288,313.00 I
H Homestead and other Exempt Value $ 30,000.00
(=) Taxable Value I $ 258,313,00 I
SOH = "Save Our Homes" exempt value due to cap on assessment
increases.
Date I Book. Page Amount
09 f 2001 I 2888 - 872 $ 278,000,00
04 f 2001 I 2807 -,2769 $ 265,000,00
07 f 1997 II 2329 - 994 $ 228,000,00
08 f 1994 II 1974 - 2062 $ 0,00
IIIIIlII
The Information is Updated Weekly.
http://www.collierappraiser.comlRecordDetaiLasp?F olioID=0000023945007 459
11/6/2006
Details
Page I of I
Folio No.1123945007352 Map I[
IIIIIlI
Current Ownership
Properly Addressll248 HENLEY DR
17'
"
" .
Owner Name SHELAPINSKY II, WILLIAM
Addresses ELIZABETH IDA SHELAPINSKY
248 HENLEY DR
I Cityl NAPLES II Statell FL II Zlpll34104 - 6525 I
Legalll BERKSHIRE LAKES UNIT #1
I BLK A LOT 4
Section II Township I[ Range Acres
32 II 49 II 26 0,48
Sub No, II 184600 I BERKSHIRE LAKES UNIT 1
"/I Ul!JlCode II 1 I SINGLE FAMILY RESIDENTIAL
Strap No,
184600 A 44B32
II Map No,
II 4B32
I -':'J Millag. Area
I 202
-':'J MillaR.
12,791
2006 Final Tax Roll
(Subject to Change)
If all Values shown below equal 0 this
parcel was created after the Final Tax Roll
Latest Sales History
Land Value $147,150,00
(+) Improved Value $ 242,049,00
(=) Market Value $ 389,199,00
(-) SOH Exempt Value $197,549,00
(=) Assessed Value $191,650,00
H Homestead and other Exempt Value I $ 25,000,00 I
II
II
II
Date II
04/1999 I[
05/1996 II
Book ~ Page
2536 - 660
2183 - 1039
Amount I
$0,00 I
$ 167,000,00 I
I (=) Taxable Value II $ 166,650,00 I
SOH = "Save Our Homes" exempt value due to cap on assessment
increases.
IISIIlI
"
The Information is Updated Weekly.
http://www.collierappraiser.comlRecordDetail.asp?F olioID=0000023 945007352
11/6/2006
Details
Page 1 of 1
Folio No,1I23945007404 Map II
OWner Namell PINSON, PATSY A
Addressesl1264 HENLEY DR
Cityll NAPLES
Legalll BERKSHIRE LAKES UNIT #1
I BLK A LOTS
IIDlII
Current Ownership
Properly Addressll264 HENLEY DR
17 t,
Stetell FL
zipl134104 - 6525
Section
32
Township
49
II
II
Range
26
Acres
0,6
Map No,
4B32
Strap No,
184600 A 54B32
Sub No,
-1'J Use Code
184600
1
BERKSHIRE LAKES UNIT 1
SINGLE FAMILY RESIDENTIAL
-1i Millage Ama.
202
-1'JMillage
12,791
2006 Final Tax Roll
(Subject to Change)
If all Values shown below equal 0 this
parcel was created after the Final Tax ROil
Latest Sales History
Land Value $ 179,670,00
(+) Improved Value $ 273,392,00
(=) Market Value $ 453.062,00
I H SOH Exempt Value II $ 0,00 I
I (=) Assessed Value II $ 453,062,00 I
I (-) Homestead and other Exempt Value II $ 0.00 I
I (=) Taxable Value II $ 453,062,00 I
SOH = "Save Our Homes" exempt value due to cap on assessment
increases.
I Date I Book - Page Amount
I 02 / 2006 I 3989 - 1214 $0,00
I 11/2002 I 3149-1314 $ 190,000,00
I 03 ( 2001 I 2795 - 1784 $ 245,000,00
I 02/1999 I 2507 - 3431 $ 215,000,00
I 02/1998 II 2391 - 1819 I $ 230,000,00
IIDlII
The Information is Updated Weekly.
http://www.collierappraiser.comlRecordDetaiLasp?F olioID=0000023945007 404
11/6/2006
03/02/2087 11:23 2395436958
COLLIER en' ZONmG
PAGE 01/133
17 A
For: N\A~1"I4A 6, VF..-e.hIH!..c.
Fax nUlTber:T74_ 8e.! 0 B
From: 0n:vE. ~;6~i1JS
Fax number: 239.530..6201 WORK #
??o- 0'88:;"
Date: 3:f.'Z.(()7 ____.-"____,_____'',,__
Regarding: Ae..- 107+5'
Number of pages: -:"
C~mments: A.S ~()/E.?ns.O ~
03/02/2007 11:23
23%435%8
GOLLI ER en ZlJell liG
PAGE
02/03
Page ] of
,1
i1
HlgginsStephen
17
From: Martha S, Vergara [Martha, Vergara@clerk,r,Qllier,ff,~sJ
Sent: Thursday, March 01,2007 <+:57 PM
To: HlgglnsStephen
SUbject: AR-10745
Mr, Higgins,
We received tnis ad today, but it hasn't been SlgMO by and adf'T'inistrator or designee, I need the request 101 legal advertising
signed, as well as a cost number lor the ed to De sent to Naples Daily, I can't proceed w~h this ad until these items taken care of, If
yo~ would like, you can fax the request after it has been signed and the cost number added,
Martha vergara
Deputy Clerk. BMR
239-732-2646 exl, 7240
Fax 774-8408
Under Flot'ida Law, e-mail addresses are puhlic records. (I'yolt -do not Wan! your e-mail' address released in response to a puhii, records
request, do net smd electronIc mlliJ to rhis entity. /nsrea4 conlact this qOke by tele.pholll!. (p' in wrWng,
312/2007
17,
NOTICE OF PUBLIC HEARING
Notice is hereby given that the Board of County Commissioners of Collier
County will hold a public hearing on Tuesday, March 27, 2007, in the
Boardroom, 3rd Floor, Administration Building, Collier County Government
Center, 3301 East Tamiami Trail, Naples, Florida. The meeting will begin
at 9:00 A.M.
The Board will consider Petition: AVESMT-2006-AR-10745
A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY,
FLORIDA, RELATING TO PETITION AVESMT-2006-AR-10745, DISCLAIMING,
RENOUNCING AND VACATING THE COUNTY'S AND THE PUBLIC'S INTEREST IN A
PORTION OF THE FIFTEEN-FOOT WIDE UTILITY EASEMENTS "B" & "C" AS RECORDED
IN AND CREATED BY OFFICIAL RECORDS BOOK 1648, PAGES 1502-1506 AND LYING
OVER PARCELS 1 & 2, ACCORDING TO THE PLAT OF BERKSHIRE COMMONS PARCEL "1,
2 & 3" FILED IN PLAT BOOK 38, PAGE 30 AND 31 OF THE PUBLIC RECORDS OF
COLLIER COUNTY, FLORIDA, SAID EASEMENT BEING MORE PARTICULARLY DESCRIBED
IN EXHIBIT "A"
NOTE: All Persons wishing to speak on any agenda item must register with
the County Administrator prior to presentation of the agenda item to be
addressed. Individual speakers will be limited to 5 minutes on any item.
The selection of an individual to speak on behalf of an organization or
group is encouraged. If recognized by the Chair, a spokesperson for a
group or organization may be allotted 10 minutes to speak on an item.
Persons wishing to have written or graphic materials included in the Board
agenda packets must submit said material a minimum of 3 weeks prior to the
respective public hearing, In any case, written materials intended to be
considered by the Board shall be submitted to the appropriate County staff
a minimum of seven days prior to the public hearing. All material used in
presentations before the Board will become a permanent part of the record.
Any person who decides to appeal a decision of the Board will need a
record of the proceedings pertaining thereto and therefore, may need to
ensure that a verbatim record of the proceedings is made, which record
includes the testimony and evidence upon which the appeal is based.
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
JAMES COLETTA, CHAIRMAN
DWIGHT E. BROCK, CLERK
By: Martha Vergara, Deputy Clerk
(SEAL)
~-' ;
March 5, 2007
Attn: Legals
Naples Daily News
1075 Central Avenue
Naples, Florida 34102
Re: A VESMT 2006-AR-I0745
Dear Legals:
Please advertise the above referenced notice on Friday, March 16,2007 and
kindly send the Affidavit of Publication, in duplicate, together with charges
involved to this office.
Thank you.
Sincerely,
Martha Vergara,
Deputy Clerk
Account No. 113-138327-649100
Dwight E. Brock
Clerk of Courts
COl,lJlty...ofCollier
CLERK OF THEGIRClJIT COURT
COLLIER COUNTYCP.. URT~O. USE
3301 TAMIAMI TJ,iAIL EA~T
P,O, BOX 4~~044\
NAPLES, FLORIDA~;f101-3d44
,,'
'v
17A
Clerk of Courts
Accountant
Auditor
Custodian of County Funds
:j ~/r
, ",
March 5, 2007
AmSouth Bank
Gregory y. Harris
3000 Galleria Tower
Ste. 1600
Birmingham, AL 35244
Re: Petition A VESMT-2006-AR-I0745
Dear Petitioner:
Please be advised that the above referenced petition will be considered by
the Board of County Commissioners on Tuesday, March 27, 2007, as
indicated on the enclosed notice. The legal notice pertaining to this petition
will be published in the Naples Daily News on Friday, March 16,2007.
You are invited to attend this public hearing.
Sincerely,
DWIGHT E. BROCK, CLERK
~~
Enclosure
Phone - (239) 732-2646
Website: www.cIerk.collier.fl.us
Fax - (239) 775-2755
Email: coIliercIerkla1cIerk.coIlier.fl.us
Dwight E. Brock
Clerk of Courts
GoqptyofC~llier
CLERK OF THE GIRClJIT COURT
COLLIER COUNTY Cp. URT~OUSE
3301 TAMIAMI TJ,{AIL EA.~T
P,O. BOX 41'~044 \,
, \
NAPLES, FLORIDA~~101-3044
"
t/
17A
Clerk of Courts
Accountant
Auditor
Custodian of County Funds
, ,
'_6_1
, ,
March 5, 2007
Berkshire Commons, Inc.
William T. Higgs
3050 Horseshoe Drive N.
Suite 105
Naples, FL 34104-7908
Re: Petition A VESMT-2006-AR-I0745
Dear Petitioner:
Please be advised that the above referenced petition will be considered by
the Board of County Commissioners on Tuesday, March 27, 2007, as
indicated on the enclosed notice. The legal notice pertaining to this petition
will be published in the Naples Daily News on Friday, March 16, 2007.
You are invited to attend this public hearing.
Sincerely,
DWIGHT E. BROCK, CLERK
Enclosure
Phone - (239) 732-2646
Website: www.cIerk.coIIier.fl.us
Fax - (239) 775-2755
Email: coIIiercIerk@cIerk.coIIier.fl.us
Dwight E. Brock
Clerk of Courts
CuQptyofC01,lier
CLERK OF THBC}lRCQIT COURT
COLLIER COUNTY qoURT~OUSE
3301 TAMIAMI TJ,{AIL EA~>T
P,O, BOX 4f~044 \.
NAPLES, FLORIDA~,4101-3d44
-,
\'(
IrA
Clerk of Courts
Accountant
Auditor
Custodian of County Funds
March 5, 2007
Samantha Brown-Nelson
Permit Coordinator, Interplan, LLC
933 Lee Road
First Floor
Orlando, FL 32810
Re: Petition A VESMT-2006-AR-I0745
Dear Petitioner:
Please be advised that the above referenced petition will be considered by
the Board of County Commissioners on Tuesday, March 27, 2007, as
indicated on the enclosed notice. The legal notice pertaining to this petition
will be published in the Naples Daily News on Friday, March 16,2007,
You are invited to attend this public hearing.
Sincerely,
DWIGHT E. BROCK, CLERK
~~
Martha Vergara, ~uty Clerk
Enclosure
Phone - (239) 732-2646
Website: www.cIerk.coIlier.fl.us
Fax - (239) 775-2755
Email: coIliercIerk(a!.cIerk.coIlier.fl.us
Dwight E. Brock
Clerk of Courts
Gaijpty()fG~lJier
CLERK OF THE-GIRCUIT COURT
COLLIER COUNTYP. URTkoUSE
3301 TAMIAMI T~IL EAtT
P,O, BOX4t~044\
NAPLES, FLORIDA ~jI01-30'44
",
\f
I' 7 l'
, ' ~_.
, ,
Clerk of Courts
Accountant
Auditor
Custodian of County Funds
-;l
March 5, 2007
Mobil Oil Corp.
Exxon Mobil Prop Tax Dept
P.O. Box 4973
Houston, TX 77210-4973
Re: Petition A VESMT-2006-AR-I0745
Dear Petitioner:
Please be advised that the above referenced petition will be considered by
the Board of County Commissioners on Tuesday, March 27, 2007, as
indicated on the enclosed notice. The legal notice pertaining to this petition
will be published in the Naples Daily News on Friday, March 16, 2007.
You are invited to attend this public hearing.
Sincerely,
DWIGHT E. BROCK, CLERK
7h
Martha Vergara,
Enclosure
Phone - (239) 732-2646
Website: www.c1erk.colIier.t1.us
Fax - (239) 775-2755
Email: colIierclerkralclerk.colIier.t1.us
Dwight E. Brock
Clerk of Courts
COlJPlyofGoUier
CLERK OF TtnrCIRCUIT COURT
COLLIER COUNTyqoURT~p. USE
3301 TAMlAMI 'QiAIL EA'ST
P,O, BOX 4~~044 \
NAPLES, FLORIDA~$101-3d44
k I
,
17,4
Clerk of Courts
Accountant
Auditor
Custodian of County Funds
March 5, 2007
Shore at Berkshire Lakes
Master Homeowners Assoc. Inc.
7845 Berkshire Pines Dr.
Naples, FL 34104-7442
Re: Petition A VESMT -2006-AR-l 0745
Dear Petitioner:
Please be advised that the above referenced petition will be considered by
the Board of County Commissioners on Tuesday, March 27, 2007, as
indicated on the enclosed notice. The legal notice pertaining to this petition
will be published in the Naples Daily News on Friday, March 16, 2007.
You are invited to attend this public hearing.
Sincerely,
DWIGHT E. BROCK, CLERK
~V~
Martha Vergara, Deputy Clerk
Enclosure
Phone - (239) 732-2646
Website: www.cIerk.collier.fl.us
Fax - (239) 775-2755
Email: collierclerk@cIerk.collier.fl.us
Dwight E. Brock
Clerk of Courts
Co.qp1yofCollier
CLERK OF TH'BGIRCUIT COURT
'-. \
COLLIER COUNTY qoURTI\OUSE
3301 TAMIAMI T~IL EAIST
P,O, BOX 4~~044 \
NAPLES, FLORlDA;~,1lOl-3d44
..,
t}'
17 Ii
Clerk of Courts
Accountant
Auditor
Custodian of County Funds
March 5, 2007
Larry E. & Mae E, Block
18 Paddington Ct.
Naples, FL 34104-6560
Re: Petition A VESMT-2006-AR-I0745
Dear Petitioner:
Please be advised that the above referenced petition will be considered by
the Board of County Commissioners on Tuesday, March 27, 2007, as
indicated on the enclosed notice. The legal notice pertaining to this petition
will be published in the Naples Daily News on Friday, March 16, 2007,
You are invited to attend this public hearing.
Sincerely,
DWIGHT E. BROCK, CLERK
~V~
Martha Vergara, Deputy Clerk
Enclosure
Phone - (239) 732-2646
Website: www.clerk.collier.fl.us
Fax - (239) 775-2755
Email: collierclerklalclerk.collier.fl.us
Dwight E. Brock
Clerk of Courts
Go.l!Pty...ofG~Uier
CLERK OF THECtRCQIT COURT
COLLIER COUNTY qaURTlloUSE
3301 TAMIAMI T~IL EA~;T
p,O, BOX 4f~044 .
NAPLES, FLORIDA'~:!101-3ck4
tf
27.1
Clerk of Courts
Accountant
Auditor
Custodian of County Funds
March 5, 2007
Gilbert Couret
15 Paddington Ct
Naples, FL 34104-6560
Re: Petition A VESMT-2006-AR-I0745
Dear Petitioner:
Please be advised that the above referenced petition will be considered by
the Board of County Commissioners on Tuesday, March 27, 2007, as
indicated on the enclosed notice. The legal notice pertaining to this petition
will be published in the Naples Daily News on Friday, March 16, 2007.
You are invited to attend this public hearing.
Sincerely,
DWIGHT E. BROCK, CLERK
~~
Martha Vergara, ~u~ C~:
Enclosure
Phone - (239) 732-2646
Website: www.c1erk.coIlier.fl.us
Fax - (239) 775-2755
Email: coIIierclerkialclerk.coIIier.fl.us
Dwight E. Brock
Clerk of Courts
GCll!pty..ofC<Jl1ier
'>:,. .-.-..- ,
CLERK OF THE c:qRCQIT COURT
COLLIER COUNTY CpURTJ'!,o. USE
3301 TAMIAMI TJMIL EA'ST
p.o, BOX 4~a044 .
NAPLES, FLORIDA'~,1101-36<f4
"
1.,( J
17}
I '
Clerk of Courts
Accountant
Auditor
Custodian of County Funds
,
...-:7
/
March 5, 2007
William She1apinsky II
Elizabeth Ida Shelapinsky
248 Henley Dr.
Naples, FL 34104-6525
Re: Petition A VESMT-2006-AR-I0745
Dear Petitioner:
Please be advised that the above referenced petition will be considered by
the Board of County Commissioners on Tuesday, March 27, 2007, as
indicated on the enclosed notice, The legal notice pertaining to this petition
will be published in the Naples Daily News on Friday, March 16,2007.
You are invited to attend this public hearing.
Sincerely,
DWIGHT E. BROCK, CLERK
ffi~V~
Martha Vergara, Deputy Clerk
Enclosure
Phone - (239) 732-2646
Website: www.c1erk.coIlier.fl.us
Fax - (239) 775-2755
Email: coIIierclerk@.c1erk.coIlier.fl.us
Dwight E. Brock
Clerk of Courts
.G01JPtyofGol,lier
CLERK OF Ttnre:qRCQIT COURT
COLLIER COUNTY Cp.. URTIlO. USE
3301 TAMIAMI T~IL EA~T
P,O, BOX 4f~044\
NAPLES, FLORIDA~.4101-3d44
,\If
17
Clerk of Courts
Accountant
Auditor
Custodian of County Funds
March 5, 2007
Patsy A. Pinson
264 Henley Dr.
Naples, FL 34104-6525
Re: Petition A VESMT -2006-AR-l 0745
Dear Petitioner:
Please be advised that the above referenced petition will be considered by
the Board of County Commissioners on Tuesday, March 27, 2007, as
indicated on the enclosed notice. The legal notice pertaining to this petition
will be published in the Naples Daily News on Friday, March 16, 2007,
You are invited to attend this public hearing.
Sincerely,
DWIGHT E. BROCK, CLERK
~~~
Martha Vergara, Deputy Clerk
Enclosure
Phone - (239) 732-2646
Website: www.c1erk.coIlier.fl.us
Fax - (239) 775-2755
Email: coIlierclerkrtVclerk.coIlier.fl.us
Martha S. Vergara
1'~
,
--,...
j
From:
Sent:
To:
Subject:
ClerkPostmaster
Monday, March 05, 2007 10: 17 AM
Martha S, Vergara
Delivery Status Notification (Relay)
Attachments:
ATT394082.txt; Ad for AVESMT,2006-AR,10745
:..":.1
G::J
1"";'1
U
ATT394082,txt
(231 B)
Ad for
'ESMT'2006-AR'107
This is an automatically generated Delivery Status Notification.
Your message has been successfully relayed to the following recipients, but the requested
delivery status notifications may not be generated by the destination.
legals@naplesnews.com
1
Martha S. Vergara
17A
From:
Sent:
To:
Subject:
System Administrator [pastmaster@naplesnews,cam]
Monday, March 05, 200710:17 AM
Martha S, Vergara
Delivered: Ad for AVESMT,2006-AR-10745
Attachments:
Ad for AVESMT-2006-AR-10745
rc')1
L..:.:::J
Ad for
'ESMT'2006,AR-107
<<Ad for AVESMT-2006-AR-10745>> Your message
To:
Subject:
Sent:
legals@naplesnews.com
Ad for AVESMT-2006-AR-10745
Mon, 5 Mar 2007 10:16:35 -0500
was delivered to the following recipient(s):
legals, NDN on Mon, 5 Mar 2007 10:16:52 -0500
1
Page 1 of 1
17 1-,
Martha S. Vergara
---~--_._.-_._-----_._~.._---~.~._--~~~----~
From: Perrell, Pam [paperrell@naplesnews,com]
Sent: Monday, March 05, 2007 10:44 AM
To: Martha S, Vergara
Subject: RE: Ad for AVESMT,2006-AR-10745
OK
From: Martha S. Vergara [mailto:Martha.Vergara@c1erk,collier.fl.us]
Sent: Monday, March 05, 2007 10:17 AM
To: legals@naplesnews,com
Subject: Ad for AVESMT-2006-AR-10745
Morning Pam.
I have an ad for you,
Thanks,
Martha Vergara
Deputy Clerk - BMR
239,732-2646 ex!. 7240
Under Florida Law, e-mail addresses are public records. Jfyou do not want your e-mail address released in response to a
public records request, do not send electronic mail to this entity. Instead, contact this office by telephone or in writing.
3/5/2007
NAPLES DAILY NEWS
Published Dmh
Naples, FL 34102
AVESMT-20Q6.AR-I0745
NOTICE OF
PUBliC HEARING
Notice Is hereby given
that the Iloard of COunty
Commissioners 01 Cor-
lIer county will hold a
p'ubllc heanng on Tues.
(iay, March 27, 2007, In
the Boardroom. 3rd
Floor. Administration
Building, Collier County
Government Center,
~301 East Tamlaml Trail.
Naples, Florida. The
I;neetlng will "*..t
9:00A.M. '
The Bo.,-d will consider
Petition: AVESMT-2006.
AR.I0745
A RESOLUTION OF THE
BOARD OF COUNTY
COMMISSIONERS OF
COLLIER COUN,TV
FLORIDA. RELATING rd
PETITION AVESMT.2006-
AR-I0745, DISCLAIMING
~eNOUNCING AND VA:
ATING THE COUNTY'S
ND THE PUBl~'$~'
TEREST IN A II ITI' If
OF THE FlFTEE ,FO 'T.
WIDE UTiliTY fA! .
MENTS "Er' & "COO 'AS RE.
CORDED IN AND CREAT.
ED BY OffiCIAL RE.
taROS BOOKU48
PAGES 1502.1506 AND
L.YING OV!R P-AlW!tSl
& 2, ACCORDING. 'TO, 'ftIE
PL.AT OFBERKSHUI"E
COMMONS PARCEl>"!, 2
& ,. FilED IN P..lAT
BOOK '.. PAsE 30 ANI)
31 OF THE PUBl.IC ,RE-
tORDS OF COLL..I...~R
l~:JIN-flf~JftMO.&
PARTlCULARLY'DE~
SCRIBED IN EXHtBIT,"'\1Io
NOTE: All personS_ Wh.
Ing to speak on any
agilndo IlIlm muat ..ali-
ter with the c~ Ad-
mlnlstrator prior 10""-
.entatlon of, the IIIlftdIk
Item to be addrtiftd
individual I,HkI1'l, wlli
I)e IIm1ted'to 5 ~
QI1__,11'iO
(Ion of an Indlvldua, '0
speak on behalf' of an
qrganlzatton or group Is
encouraged.' If recog.
nlzed, by the Chair, a
SPOkesperson for a
group ~r organization
may be' a1,~ 10mt-.,.
~~~ to slitak on an
~rsolU w'lshl,nSl to,
",,,,wrttt... or,-
Iftat.,la" I"eluted, In
"'" _o"",chI """"-
eU mus-t, submit' nld
I1lIterfal a minimum Of:3
wetklprlor to the reo
sPectlvepubllc hearlna.
In any case, written mi-
terialslntended' to be
considered = the Board
.A~I,..",. ",Iud"tti'
the ......!ll\!L"!! Colini\'
~~~
:~~~i~.
of the80ard. wHI rtetd.
S~~~.
. to ensure H,brbao
tirn "colf '01,W
~ncIlJdeS".tes.
tl many, and evfClence
uI Pbon Which -the .,eal
sued.
BOARD OF COUNTY
COMMISSIONERS
COL.LlER COUNTY
FLORIDA ' ,
JAMES COL.mA, CHAIR.
MAN.. . .
g~HT. E. .SRO,CK;
~~h'Ve~ar..
Mar -.U No' un.._
Affidavit of Publication
State of Florida
County of Collier
Before the undersigned they sene as the authority, persouallv
appeared B, Lamb, who on oath says that they
serve as the Assistant Corporate Secrct:.ll} of the Naples Daily,
a daily newspaper published at Naples, in Collier County,
Florida: distributed in Collier and Lee eoumies of Florida; that
the attached copy of the advertising. being a
PUBLIC NOTICE
in the matter of PUBLIC NOTICE
\\as published in said nc\\'Spapcr I time in the issue
on Mareh 16'h 2007
..\111aol furthlOf says tha1 the said !\aplcs Daily :'\ews is a 11t:\\'spapcr
puhlished at :\aplcs. in said Collier Count}. Florida. and that the said
nev..sparer has heretofore been eOlltinullusly published in said Collier
County, Florida: distributed in Collier and J ,ce l;ounties or Fhlrida.
eaeh day and has been entered as second class mail matter at th..: post
oift.:.:.: in )Japlcs, in said ('oIlier County. Florida. for a period of I
year 11"':.'\1 preceding the first puhlication o1'thc attached C,lpy or
advcrtiscmcnL and afliant further says that he has n.::ilher paid nor
promis<:d any persoll, firm or corporation an)' discount. rehak.
commission or r<:fund for the purpLlse or sl:curing this advcl1iscmcnt for
PUbJ;c'(;On'")~'id~" ,__
( Signature of affiant)
Sworn to and subscribed before me
This 16th of March 2007
,,'\ K\ ld C,,- \ I ( \~)Ci ((~k(' \,
(Signature of notary pnblic) , .
;-<~~:':'f;~~', Chanel A McDonald
!~f;'.'t&. "tl MY COMMISSION # DD210203 EXPIRES
';-c~.T~~~:J? June 29, 2007
"~:,,;;-\~~;:,,, ~ON0fDTHRU TROY "MJ INSURANCf, INe
FEI 59-2578327
March 29,2007
Naples Daily News
1075 Central Avenue
Naples, Florida 34102
Re: Notice of Adoption of Resolution No. 2007-71
Petition AVESMT-2006-AR-I0745
Dear Legals:
Please advertise the above referenced notice of adoption on Monday, April 2,
2007, and kindly send the Affidavit of Publication, in duplicate, together with
charges involved to this office.
Thank you.
Sincerely,
Teresa Polaski,
Deputy Clerk
P.O. # 131-138327-649110
NOTICE OF ADOPTION
Notice is hereby given that on the 27th day of March, 2007, the
Board of County Commissioners of Collier County, Florida, Adopted
Resolution No. 2007-71, RE: Petition A VESMT-2006-AR-I0745,
pursuant to Sections 336.05, Florida Statutes, disclaiming, renouncing
and vacating the County's and Public's interest in a portion ofthe
fifteen-foot wide utility easements "B" & "c" as recorded in and
created by Official Records Book 1648, pages 1502-1506 and lying
over Parcels 1 & 2, according to the Plat of Berkshire Commons
Parcel "1, 2 & 3" filed in Plat Book 38, Page 30 and 31 of the Public
Records of Collier County, Florida, said easement being more
particularly described in Exhibit "A".
Resolution No. 2007-71 may be viewed in the Office of the Clerk to
the Board, Minutes & Records Department, 4th Floor, Administration
Building, Collier County Government Center, 3301 East Tamiami
Trail, Naples, Florida.
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
JAMES COLETTA, CHAIRMAN
DWIGHT E. BROCK, CLERK
BY: Teresa Polaski, Deputy Clerk
(SEAL)
Teresa L. Polaski
To:
Subject:
legals@naplesnews.com
A VESMT -2006-AR-1 0745
Attachments:
Notice of Adoption Reso 07-71.doc; Notice of Adoption Reso 07-71.doc
Leglas.
Please advertise the following on Monday, April 2, 2007. Any questions, please contact me.
Thank you
';;~il
~"
i
Notice of Adoption Notice of Adoption
Resa 07-71.... Resa 07-71....
Teresa L. Polaski
Clerk to the Board of County Commissioners
Minutes and Records Department
239-774-8411
(Teresa. Polaski@clerk.collier.fl.us)
1
Teresa L. Polaski
From:
Sent:
To:
Subject:
ClerkPostmaster
Thursday. March 29. 2007 8:32 AM
Teresa L. Polaski
Delivery Status Notification (Relay)
Attachments:
A TT203781 O.txt; A VESMT -2006-AR-1 0745
[J
1'--'
L.J
ATT2037810.txt AVESMT-2006-AR-l
(231 B) 0745
This is an automatically generated Delivery Status Notification.
Your message has been successfully relayed to the following recipients, but the requested
delivery status notifications may not be generated by the destination.
legals@naplesnews.com
1
A VESMT-2006-AR-10745
Page 1 ofl
Teresa L. Polaski
From:
Sent:
To:
Perrell, Pam [paperrell@naplesnews.comJ
Thursday. March 29, 2007 9:57 AM
Teresa L. Polaski
Subject: RE: AVESMT-2006-AR-10745
OK
From: Teresa L. Polaski [mailto:Teresa.Polaski@c1erk.collier.fJ.usj
Posted At: Thursday, March 29, 2007 8:32 AM
Posted To: Legals
Conversation: AVESMT-2006-AR-10745
Subject: AVESMT-2006-AR-10745
Legal's,
Please advertise the following on Monday, April 2, 2007. Any questions, please contact me.
Thank you
<<Notice of Adoption Reso 07-71.doc>> <<Notice of Adoption Reso 07-71.doc>>
Teresa L. Polaski
Clerk to the Board of County Commissioners
Minutes and Records Department
239-77 4-8411
(Teresa. Polaski@c1erk.collier.fl.us)
Under Florida Law, e-mail addresses are public records. If you do not want your e-mail address released in response to a
public records request, do not send electronic mail to this entity. Instead, contact this office by telephone or in writing.
3/29/2007
,,1ot~ ...1...2.',
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; ,'. ','" ! Tl!ii;('btOl\fl>'ANY ALL ORIGINAL DOCUMENTS SENT TO ,
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NAPLES DAILY NEWS
Published DaIl)
Naples, FL 14102
, AVESMT.20Q6.AR~10745
NOTICE OF
PUBLtc HEARING
Notice Is hereby given
that the Board of COunty
Commissioners of cor.
lIet County will hold a
J!ubllc hearln.1I on Tues-
day, March 27,2007, In
the Boardroom, 3rd
Floor. Administration
eulldlng,. Collier County
~~q.v.rnment Center.
_1 Eat Tamlaml TraU.
Naples, Florida.. The .
(heetlng will begin at
9:00 A.M.
The Board will consider
Petition: AVUMT-2006-
AR-I0745
A RESOLUTION OF THE
BOARD OF COUNTY
COMMISSIONERS OF
COL.lIER COUNty
'lORIDA, RELATING -rd
PETITION AVESMT.2006.
AR.I0745, DISCLAJMING.
~ENOUNCING ANO VA.
XATlNG THE COUNTY'S
T~~Elr~.r~~~lllli
OF THE FIFTlEN.FO:OT
WIDE UTILITY EASE"
MENTS "B" & "C" ~AS fiE.
CORDED IN AND CREAT.
ED BY OffiCIAL RE.
CORDS BOOK '1-&48.
PAGES 1502-1506 AND
iYr1c~m.=~~~
PLA T OF IEASHlltE
~O~!"~~M,A'F.N LpL'Af
BOOK !EI, PAGE 30. AII10
31 OF THE puauc ,RE.
CORDS OF COLLIER
~2frJ'mN~~
P'ARTI CULA"R'lV'bE~
SCRIBID IN EXHfIIT.IIA,.
NOTE: AJI Persona with.
Ing to speak on any
agenda ..... _...hi.
ter with the County ,Ad-
="' or.I:' =:;r.;
Item to be addrtHad.
b"e"\=~.=
2fllll1l'_.11lo_.
~Ion cif an Individual to
speak on behalf of an
....."Izatlon 0' aroup Is
encouraged.' If recog.
nlzed by the Chair, a
spokUperson for a
group pr organization
may be atI.GJtid lO-min.
utes to - lIitak - on an
......
~rsons Wishing to
l1ll...ittonor_
:tU~~~~~
~: =::nSN~
weelct' 'prIor to the r..
spectJve publre hearinG.
In any case. written mi~
terlalslntended to be
considered by the Board
shaft ~.. ~n.d'"1d'
tIW 0.,=. = County
staff a, __ __ __ of sev-
en dat::flor to the
tel!~km-ol=
~~~~~a-
An. ......._..Nii:N.
~1~=::U=::
Si~~pa
'to- ensurem- _-., '7t~
~~=1s'9f__~,,~
~cordlr _ _ ,e 'tes-
tl m\)ny and evtdence
upon which the appeal
Is based.
~8~:SI&fa:OUN.TY
COt.LIER COUNTY,
FLORIDA
JAMES COlmA. CHAIR-
MAN '
gLWHT. E;8ROC,(,
~,=,o Varvaro,
... . .''No'lID'MII
l?A
Affidavit of Publication
State of Florida
County of Collier
Before the undersigned they scr\'c as the authority. personally
appeared B. LamQ. who on oath sa:vs that they
serve as the Assistant Corporate Secretmy of the Naples Daily.
a daily newspaper published at Naples. in Collier County,
Florida: distributed in Collie, and Lee eoulllies of Florida: thai
the att;]ched copy of lhc advcrtising. bcing a
PUBLIC NOTICE
in Ihe mailer of PUBLIC NOTICE
was published 111 Said newspaper I time in the issue
on March 16" 2007
..\.tTiant filrth~r says thal the said Naples Daily !\cws is a n~wspapcr
publish~d al ?\aplcs. in said Collia County. Florida. and lhatthe said
ncwspaper has h~rdot;:lr~ hecn continuously publish~d in said Collier
Counly. Florida; distributed in Collier and Lee l:ounties nlTlorida.
~ach day and has been enkred as second dass mail matter at the post
ollice in :\aples, in said Collier Counl~'. Florida, for a period of I
year ncxt preceding the first puhlication of the att:ldli:d L')PY of
advertisement: and alliant lurth~r says thm he has neither paid nor
promised any pcrson, firm or corp,)ralion any discount, rebate.
commission or rdund Ii)]" th~ purp()s~ of securing this aJvcl1isemenl for
p"bH"'H," "') '."id~"
( Signature of affiant)
Sworn to and subscribed bcfore me
This 16th of March 200'7
(' \ K.'" ld C 11._ \ \ \ e \'-.\l:'_'(<C ~ C' \
(Signaturc of notary public)
,..:~':';'.~:'f~;;'., Chane I A McDonald
;.~.:.. bo.' "~~\ MY COMMISSION # DD110103 EXPIRES
"'.,,,i!!t,;;,c June 19, 1007
,;::;,~.-:\~~.t,'. 30NDi:ll THRU TROY Ft.iN INSURMKE, INC
FE! W-257Xl27
NAPLES DAILY "iEWS
Published DaIlv
Naples, FL 3-11 112
Affidavit of Publication
State of Florida
County of Collier
Before the undersigned they serve as the authority. personally
appeared 6.c._Lamb. \\ho on oath says that they
sen'c as the Assistant Corporate Secreta!) orthe Naples Daily.
a daily newspaper published al Naples, in Collier County,
Florida: distributed in Collier and Lee counties of Florida: that
the attached copy of the advertising. being a
PUBLIC NOTICE
in the matter of PUBLIC NOTICE
was published in saId newspaper I time in the issue
on April 2ml 21l1l7
..\flianllurth<:r says thai the said '.;apks Daih !\~'ws is a 11.c\\Spapcr
published at ~apks. in said Collia (\mnty. Florida. and that th..; said
newspaper has heretofore bccn o.:olllinuously published in said Collier
County-. florida~ distrihuted in Collier and I...:e counties otTlorida
ea-.:h day and has b~el1 cntered as second class mail matter at the Pl)st
ollie..: in \:aplt:s. in said Collier Count\'. Florida. for a period of 1
year next prec..:ding th~ first publieation ofthl:: attached (Op\' of
advertisemenL and alTiant tin1hl'r sa;.'s thal he has l1l'ith..:r paid "or
promis.::d an\' person. firm or corporation any discount rdmlc.
commission or refund ror lhe purpm.:: ofseeuring this "dverlis~"tll'::l1t fill'
publication in th.:: said ncwspaper
~. /-)
( Signaiurc of affiant)
Sworn to and subscribed beforc mc
This 2nd of April 2007
" ., "". ~ l
, \ ,C_M-.l "__c., '\'Ll,\,,'c--\, ,.
(Signature of notary public)
*** 4005176 OR: 4215 PG: 3795 ***
RBCORDBD in OFFICIAL RBCORDS of COLLIER COUNTY Fr
0111S/2007 at 03:00PM D~IGHT B. BROCK. CLBRK '
RBC FEB 10.00
Retn'
CLERK TO THB BOARD
INTEROFFICB 4TH FLOOR
EXT 7240
17A
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-~'....:::-.J::...'t(/:. I...hanel A McDonald
':L,1!l!!):i MYCOMMISSION# DD2t0203 EXPIRE~.
-"~>;:~;-;;-'o~~,,- . June 29, 2007
"'ill,,\~,." 8ONDWTHRUTRO'fFAN''.ISLlRANCE, 'NC
FEl 59.2578327
l?A
RESOLUTION NO. 07-....:u-
A RESOLUTION OF THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA,
RELATING TO PETITION AVESMT-2006-AR-10745,
DISCLAIMING, RENOUNCING AND VACATING THE
COUNTY'S AND THE PUBLIC'S INTEREST IN A PORTION
OF THE FIFTEEN-FOOT WIDE UTILITY EASEMENTS "B" &
"C" AS RECORDED IN AND CREATED BY OFFICIAL
RECORDS BOOK 1648, PAGES 1502-1506 AND LYING
OVER PARCELS 1 & 2, ACCORDING TO THE PLAT OF
BERKSHIRE COMMONS PARCEL "1, 2 & 3" FILED IN PLAT
BOOK 38, PAGE 30 AND 31 OF THE PUBLIC RECORDS OF
COLLIER COUNTY, FLORIDA, SAID EASEMENT BEING
MORE PARTICULARLY DESCRIBED IN EXHIBIT "A".
WHEREAS, pursuant to Section 336.09 and 336.10, Florida Statutes,
Petitioner, AmSouth Bank (Parcel 1) and Berkshire Commons, Inc. (Parcel 2),
has requested the vacation of a portion of the fifteen foot wide utility easements
"B" & "C" as recorded in and created by Official Records Book 1648, pages
1502-1506 and lying over Parcel 1 & 2, according to a plat of Berkshire
Commons Parcels "1, 2 & 3" filed in Plat Book 38, pages 30 and 31 of the Public
Records of Collier County, Florida, said vacation area being more specifically
described in Exhibit 'A'; and
WHEREAS, the Board has this day held a public hearing to consider the
aforementioned vacation request, and notice of said public hearing to vacate was
given as required by law; and
WHEREAS, the granting of the vacation request will not adversely affect
the ownership or right of convenient access of the property owners; and
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA, that the County's interest
in the utility easements as specifically described in Exhibit 'A' are hereby
vacated, extinguished, renounced and disclaimed, and this action is declared to
be in the Public's interest and for the Public's benefit.
BE IT FURTHER RESOLVED AND ORDERED that the Clerk to the Board
is hereby directed to record a certified copy of this Resolution in the Official
Records of Collier County, Florida, to publish notice of adoption of this
Resolution within 30 days of adoption; and to record such proofs of publication
as required by Section 336.10, Florida Statutes.
This Resolution adopted after motion, second and majority vote favoring
same, this 21 day of ~C.A-J ,2007.
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
By:
JAM
?1J4-t;Jf~f.
COLETTA, CHAIRMAN
Approved as to form and legal
suffici '
~
4005177 OR: 4215 PG: 3796
R~CORD~D in OFFICIAL R~CORDS of COLLIER COUNTY. FL
04/18'2001 at 03:00PM DWIGHT E, BROCK, CLERK
REC FEE 18.50
COPIES 4.00
Retn'
CLERK TO THE BOARD
INTEROmCE 4TH FLOOR
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~
178'.
Collier County, Florida
REQUEST FOR LZaAL AOYlIlllTIS:rNGi 01' PUBLIC HEARINGS
To: Clerk to the Board.:
P~.a.. place the ~cl1o.inq .. a:
xx
No~ Legal Ad~rti.emant
L-,I OtMr'
*.****.*.****.*.*.*.*.*.*.*.***..**..*****..****..******...*****************..*****************************._._.
originating Dept/D,1V: Dept. of Zoning' Land. nav. person: ~f:;tJoIQp~ Date;t.. ;)../- 09
.........***......*****..***...**.**.****.....*****....*.*.*******......********..**********....*********..
Petition No. (If none, give brief description) SK-Q7-AR-11284
**.*******.****.....**....*****.******...**.*******...*.*.*.**********.*.**************.********..*********
Petitioner: (Name' addr...) :
by D...1_, o.pt. of' zoning and Land Developmant !Wvie., 2800 North Bor...ho. Drive, Napl.., I'la. 34104
Bearing barore: ~/ BCC ~ I SZA---r:..-I Other
*..*......*....*.******.***~~~..:*~**.****.*****************.************************************************
ReqUe.ted hearing date: '-/' ~1 / 0 '7. Ba.ed on advertisement appearing IS day. be:tare hearing.
NewlIpaper (a) to b8 uaed: (Complete only it important I , , - /XXXX/ Naple. Daily News
or legally required I ,) I ,Other
****************************************************************************************************************
Proposed Text: Petition: SE-2007-AR-11284,
scrivener's error in Ordinance Number
the omission of Standard
banks located in Section
to correct
commercial
East,
An ordinance to correct
02-55, for the Baldridge
Industrial Code (SIC) 6021 for
18, Township 49 South, Range 26
a
PUD,
Companion petition(.), it any, , proposed hearing date:
****************************************************************************************************************
Does Petition Fe. Include Advertising Cost? Yes ~ No I / If yes, what
account shou1d be charged
for advertising coots: "J'.:a..., .;>.. 'iC -=z.. \ '"' -10 Cj 110
........................... .~.~~.~.~.~~.............................................
",-viewed by, A, rn I to:. - ~
Department Bead J ~ ~ .. I S ~ate
r
Liat Atta~nt.: (1) (2) (3)
***********.*********************************.**.*****.****.******...*..******.**.**************.**..***********
Q} / ~ Approved by,
County Manager
Date_
DISTRIBUTION INSTRUCTIONS
A.
For M&%,j,nqa :before BCC or
approval before euba1 tti.ng
neces. 1e a1 review or
County Nanacf8r. The
BZA: :Initiating person to complete one copy and. obtain Div.:l.sion aead
to County Manager. NOTll: If leqal doowaent 18 involved, be sur. that
re eat for."" i. .~tted to Coun Attorn before aubmitt to
wanager'. O~fice will ~atr.:l.bute copie.:
any
/----;- County Manaqer agenda ~i1e;
tc-cI.rk'. Oftice
/----t Requesting Division;
I ,Original
B. Other hearinr;;rs: Initiating Division Head. to approva and eubmit original to Clerk'. Offioe, retaininq a
copy tor t.:l.le.
****************************************.*.*******....*****.**.*************************.*******..*****.********
FOR CLERIC.' S ORICK USE ONLY
~~ .' s/allD~
A--d ~:3)ll/c
~~,.J-l~~\ol-
r
ORDINANCB NO, 07-
AN ORDINANCE OF TIlE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY,
FLORIDA AMENDING ORDINANCE NUMBBR
02-55. TIlE BAlDRIDGE, P~ IJNIT.
DEVELOPMENT. BY PROVIDING FOR AN
AMENDMENT TO CORRECT A sCRIVENER'S
ERROR AND BY PROVIDING FOR AN
EFFECTIVE DATE.
WHEREAS. tile CoUier County Boord of eommilsioDolll adopled OnIinanco No.
02-55,011 November 5. 2002, 8Dd;
WHEREAS, followiDi.aid IlCIlon adopting Ordinsnco No. 02-55, otafI'
det<:nDiDod _ tho Baldridgo PUD J)ocumall trIlD8IIIium to tile D~ ofS_ did
DOt coolain a provision that w.. otborwise lDIendod 01U\ made a port of tile public hearing
aadthen:fooo COllIlitulo8 a oaivcnot'. error.
NOW. 1llIlIlEFORI!, BB .IT ORDAIN I'D ,BY TIIB BOAllD OF COlJNTY
COMMlSSIONBRS OF COlLlBR COUNTY. FLORlDA.1blII:
SECTION ONE: SCRIVENBR'S ERRORAMENDMIlNT TO ORDINANCE:
paropph 3.3,.. enti1Icd"Pcrmittcd. U..." of ()rdiuaQce Number 02-55. tile
Boldrldgo PUD. i. hereby ameodod to lOad sa follows:
.. Permium U...
.
.
.
.
22. Non-dopositocy crodit insliluli- (JroUps 6111-6163) and de.""';'nrv
,ftCtitntions. UmiUld to Mvnmerclal hank (1ImUD 6021.),
SECTION TWO: EFFECTIVE DATI!
This Otdinsnce sbaIl bocollll> effectivo upon ii1iDl! with the Florida Doportment of Stste,
PASSED AND DULY ADOPTED by a ms,jority vote of the Board of County
eommiosloocrs of Collier COUDIy, Florida. this _ day of . 2007.
ATl'BST:
DWIOHT B. BROCK. CJBRK
BOARD OF cOUNTY COMMJll8lONBRS
COUJBll COUNTY. FLORIDA
,,,)JX:
JAMBS COLBTf A. CiWJlMAN
DoputyClotlt
Approvod.. to FOOD and
LojpI Sufi'lCleDcy:
")'Th~ 'J1i P.!!..',j....~ -Ilh.oL-c
'~M, Studoot'StirIiDI r---' 0
AJsIstaDl CoIUIIy A_
SBo.2OO1-A1l.l12IKDiIP
Words stN:ek ha.. arc deleted; words l1nderliftf!d are added.
Pill" I of! '
17~~.l
[
_._-~-~
178
February 26, 2007
Attn: Legals
Naples Daily News
1075 Central Avenue
Naples, FL 34102
Re: SE-2007-AR-11284
Dear Legals:
Please advertise the above referenced petition on Sunday, March 11, 2007 and
kindly send the Affidavit of Publication, in duplicate, together with charges involved
to this office.
Thank you
Sincerely,
Teresa Dillard,
Deputy Clerk
P.O. Account # 113-138312-649110
NOTICE OF INTENT TO CONSIDER RESOLUTION
17 B~.""
Notice is hereby given that on Tuesday, March 27, 2007 in the
Boardroom, 3rd Floor, Administration Building, Collier County
Government Center, 3301 East Tamiami Trail, Naples, Florida, the
of County Commissioners will consider the enactment of a County
Ordinance. The meeting will commence at 9:00 A.M.
Board
PETITION: SE-2007-AR-11284, AN ORDINANCE TO CORRECT A SCRIVENER'S
ERROR IN ORDINANCE 02-55, FOR THE BALDRIDGE PUD, TO CORRECT THE
OMISSION OF STANDARD INDUSTRIAL CODE (SIC) 6021 FOR COMMERCIAL BANKS
LOCATED IN SECTION 18, TOWNSHIP 49 SOUTH, RANGE 26 EAST AND BY
PROVIDING AN EFFECTIVE DATE.
NOTE: All persons wishing to speak on any agenda item must register
with the County administrator prior to presentation of the agenda item
to be addressed. Individual speakers will be limited to 5 minutes on
any item. The selection of an individual to speak on behalf of an
organization or group is encouraged. If recognized by the Chairman, a
spokesperson for a group or organization may be allotted 10 minutes to
speak on an item.
Persons wishing to have written or graphic materials included in
the Board agenda packets must submit said material a minimum of 3 weeks
prior to the respective public hearing, In any case, written materials
intended to be considered by the Board shall be submitted to the
appropriate County staff a minimum of seven days prior to the public
hearing. All material used in presentations before the Board will
become a permanent part of the record.
Any person who decides to appeal a decision of the Board will need
a record of the proceedings pertaining thereto and therefore, may need
to ensure that a verbatim record of the proceedings is made, which
record includes the testimony and evidence upon which the appeal is
based.
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
JAMES COLETTA, CHAIRMAN
DWIGHT E. BROCK, CLERK
By: Teresa Dillard, Deputy Clerk
(SEAL)
178 l'.
Teresa L. Dillard
To:
Subject:
legals@naplesnews,com
SE-2007-AR-11284
Attachments:
SE-2007-AR, 11284,doc; SE-2007-AR-11284,doc,dot
Legals,
Please advertise the following on Sunday March 11, 2007, Any questions, please contact me,
Thank you
~
;;;;;;t~"'-
~,?!i'
.........,
SE-2007-AR'11284, SE-2007-AR'11284,
doc (28 KB) doedot (29 K",
Teresa L. Dillard
Clerk to the Board of County Commissioners
Minutes and Records Department
239-774-8411
(Teresa.Dillard@clerk.collier.fl.us)
1
17B
l'.ifir."
Teresa L. Dillard
From:
Sent:
To:
Subject:
Clerk Postmaster
Monday, February 26, 2007 9:59 AM
Teresa L Dillard
Delivery Status Notification (Relay)
Attachments:
ATT799190,txt; SE,2007-AR,11284
1":1.:.:
liJ
r;::'cl
L...:::J
ATT79919Q,txt
(231 B)
SE,2007,AR-11284
This is an automatically generated Delivery Status Notification.
Your message has been successfully relayed to the following recipients, but the requested
delivery status notifications may not be generated by the destination.
legals@naplesnews.com
1
178
, "
Teresa L. Dillard
From:
Sent:
To:
Subject:
System Administrator [postmaster@naplesnews,com]
Monday, February 26, 2007 1 :44 PM
Teresa L Dillard
Delivered: SE-2007,AR-11284
Attachments:
SE,2007,AR,11284
[':.--:; -1
~
SE-2007,AR'11284
<<SE-2007-AR-11284>> Your message
To:
subject,
Sent:
legals@naplesnews.com
SE-2007-AR-11284
Mon, 26 Feb 2007 09,58,41 -0500
was delivered to the following recipient(s):
legals, NDN on Mon, 26 Feb 2007 13,44,17 -0500
1
SE-2007-AR-11284
Page 1 of 1
17 B ~,
Teresa L. Dillard
From:
Sent:
To:
Perrell, Pam [paperrell@naplesnews,com]
Monday, February 26, 2007 2:13 PM
Teresa L Dillard
Subject: RE: SE-2007-AR-11284
OK
From: Teresa L, Dillard [mailto:TeresaDillard@c1erk.collier,fLusj
Sent: Monday, February 26, 2007 9:59 AM
To: legals@naplesnews,com
Subject: 5E-2007-AR-11284
Legals,
Please advertise the following on Sunday March 11,2007, Any questions, please contact me,
Thank you
<<SE-2007 -AR-11284,doc>> <<SE-2007 -AR-11284,doc,dot>>
Teresa L. Dillard
Clerk to the Board of County Commissioners
Minutes and Records Department
239-774-8411
(Teresa.Dillard@Clerk.collier.fl.us)
2/26/2007
-~_._---_._-,.~--,_._._._~-_.-
Naples Daily News
Naples, FL 34102
]',718
Affidavit of Publication
Naples Daily News
--------------------------------------------------+------------------------
SE.2007.AR.U2B4
NOTICE OF 1NlENTTO
CONSIDEA.RESOUJTtqN
Notice Is hereby. given
that on Tuesday, March
27. 2OO7'ln the:- Board-
room. 3rd Floor. Adml",'
Iwotlen '.Ud.!,,", Co-
lI.r co~' overnment,
center. 1. ,am'
mI T;all, ' Jo~t
the BOllrdof CClUllty
comn'itulonert 'Ntll c0n-
sider the enactment of
a County Ordinance.
The meeting wlll com.
mence at 1'.00 A.M.
BOARD OF COUNTY COMMISSIONERS
CHERI LEFARA
PO BOX 413016
NAPLES FL 34101-3016
REFERENCE, 001230
59364415
113138312649110
SE-2007-AR~11284NOTI
State of Florida
County of Collier
Before the undersigned authority, personally
appeared B. Lamb, who on oath says that she serves
as Assistant Cor~orate Secretary of the Naples
Daily News, a dally newspaper published at Naples,
in Collier County, Florida, that the attached
copy of advertising was published in said
newspaper on dates listed.
Affiant further says that the said Naples Daily
News is a newspaper published at Naples, in said
Collier County, Florida, and that the said
newspaper has heretofore been continuously
published in said Collier County, Florida, each
day and has been entered as second class mail
matter at the post office in Naples, in said
Collier County, Florida, for a period of 1 year
next preceding the first publication of the
attached copy of advertisement; and affiant
further says that she has neither paid nor
promised any person, firm or corporation any
discount, rebate, commission or refund for the
purpose of securing this advertisement for
publication in the said newspaper.
PETITION , SH~7-AR-
11284. .AN. ,--OAOINANCE
TOCOlI1ISI;TA_'
ER'S. ERROR IN CRDI-
NANct: Q~.ss, FOR THE
BA\.ORID"GIPUD. TO
CORRECT THE OMISSION
OF STANDARD INDUSTRI-
Al. CODE (SIC) 8021NFKORS
COMMERCIA~cf18~. ."
1.0CATEO -IN SEI VA g,
TOWNSHIP 49 SOU:rH.
RANGUlUAST AND BY
PROVIDING AN EFFEe-
TIV!;OATt.
NOT&:: All persOnS wish-
Ing to..peaJc; on a{lY
agenda1t8m must I'tlOls-
ter with 'the county ad-
ministrator- Drior to pre-
sentation of the agenda
ltdt;td_~be addressed.
IndM~. s~kers will
.'ltftd\tId t05 minutes
On any ttem. _ The selec-
tion. of an Indlvldual- to 'I
"',ak on behalf of an
ofgItdzatlOn or group Is I
enc.ourtQed. If recog-
nized ",.the Chairman.
a spokfllperson. for a
orauII 0' organization
.,.y be oU_d 1O...ln-
ute. to-speak!j'ft--an
Item. " ~
_Uil~hln, to
I'~.l.-=ftl~
AD SPACE, 103,000 INCH 1~h~=-'t,'~I~
~:L~~-~~'-----~:~::~~:~----4-------ft----~~-----~---+--------~-------~~--- ~~~~i
. . ~ _~~-~b.
Slgnature of Afflant ' .- bY 1h4-""""
, ihaU- -. submlUii'd to
Sworn to and Subscribed before me this ft day of (Y\O A.(".k, 20 Dl ~..rt~
Personally known by me ,~~ C., fJ._ ....o'_,ln..._'
tton. befOre the lIbard
will bec;ome a perma.
nentpart of the record.
MY-'~n .wtto-iteclct.
,~~~,~,:~o~
rRqrlt.V~.. proceed-
In.. .~1nG thereto
,'riel. tn.rafore. hmoy
need. to enlUf9 t at a
v.~ reCofd of the
p1.bC""nlsls made.
whtCh,:t'tcord Includes
tft. teStlMOnY and. evl-
=~h"h the
M~~~TyY,
\~rCOlmA,CHAIR'
MAlI"
.E~I:':D::
r.l1 . 0.'1529677
PUBLISHED ON, 03/11 03/11
n,,:~
NAPLES DAILY NEWS
Published Daih
Naples, FL 34102
Nm~~O
CONSIDER R~S()I.UTION
Notice Is hereby given
that on, Tuesday, March
27, 2007 In the Board-
room, 3rd Floor, Admin-
Istration Building, Col-
lier County -Government
Center, 3301 East Tamia-
mi Trail, Naples, Florida,
the Board of County
Commissioners will con-
sider the enactment of
a County Ordinance.
The meeting will com-
mence at 9:00 A.M.
PETITION: SE.2007-AR-
11284, AN ORDINANCE
TO CORRECT A SCRIVEN-
ER'S ERROR IN ORDI-
NANCE 02.55, FOR THE
BALDRIDGE PUD, TO
CORRECT THE OMISSION
OF STANDARD INDUSTRI-
AL CODE (SIC) 6021 FOR
COMMERCIAL BANKS
LOCATED IN SECTION 18,
TOWNSHIP 49 SOUTH,
RANGE 26 EAST AND BY
PROVIDING AN EFFEC-
TIVE DATE.
NOTE: All persons wish-
ing to speak on any
agenda Item must regis-
ter with the County ad-
ministrator frlor to pre-
sentation 0 the agenda
Item to be addressed.
IndivIdual speakers will
be limited to 5 minutes
on any item. The selec-
tion of an Individual to
speak on behalf of an
organization or group is
encouraged. If recog-
nIzed by the Chairman,
a spokesperson for a
group or organization
may be allotted 10 min-
utes to speak on an
Item.
Persons wishing to
have. wr~tten or graphic
materials Included in
the Board agenda pack-
ets must submit said
material a minimum of 3
weeks prior to the re-
spective public hearing.
In any case, written ma-
terialS intended to be
considered by the Board
shall be submitted to
the appropriate County
staff a minimum of sev-
en days prIor to the
public hearIng. All ma-
terIal used In presenta-
tions before the Board
will become a perma-
nent part of the record.
Any person who decid-
es to appeal a decision
of the BOard will need a
reCord of the proceed-
Ings pertaining thereto
and therefore, may
need to ensure that ill.
verbatim record of the
proceedings Is made,
whIch record includes
the testimony and evi-
dence upon which the
appeal Is based,
BOARD OF COUNTY
COMMISSIONERS
COL.LIE~ C;OUNTY,
FLORIDA
JAMES CO~ETTA, CHAIR-
MAN
DWIGHT E. BRO,CK,
CLERK .
BY: Teresa Dillard. Dep-
otYCleri<
(SEAL)
Mar. 11 No. 15296n
Affidavit of Publication
State of Florida
County of Collier
Before the undersigned they serve as the authority. personall:'
appeared S, Lamb, who on oath sa~"s that they
serve as the Assistant Corporate Secretary of the Naples Daily,
a daily newspaper published at Naples, in Colher County,
Florida: distributed m Collier and Lee counties of Florida: that
the attached cop' of the advertising, being a
PUBLIC NOTICE
in the matter of PUBLIC NOTICE
was published in said newspaper 1 time in the issue
ou March II'h2007
Affiant further says that the said :":apks Daily ~ ews is a newspapa
published at Napl~s, in said Colli.::r County, Florida. and that th~ said
newspaper has haetofore be..:n <;')lltinuously published in said Collier
Counly, Florida: distributed in Collier and l,e':: l.:Ountics of Florida.
.::ach day and has been entered as second class mail matter at the post
omce in '\apks, in said Collier County', Florida, for a period or 1
y'ear next preceding the tirst publi(;atilln of the attached copy or
ad\'(crtiscment; and affiant further says that he has ncith..:r paid nor
promised ;my persoll. firm or ~'orporatioll any dis.;ounL rebak.
commission or rdund for the purpose of s.::curing this adn;rtisement for
PUhliC"!;"'}":' ,,~,pap'L
( Signfture of affiant)
Sworn to'and subscribed before me
This II th of March 2007
$
\ i n~ {\_
(Signature of notary public)
~,;' j.
FEI59,2578327
l-~
/'
~
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP I? 8
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print on pink paper. Attach to original document. Original documents should be hand delivered to the Board Office. The completed routing slip and original
documents are to be forwarded to the Board Of11ce only after the Board has taken action on the item.)
ROUTING SLIP
Complete routing lines # I through #4 as appropriate for additional signatures, dates, and/or information needed. If the document is already complete with the
exceotion of the Chairman's sienature, draw a line throullh routinlllines #1 throu2h #4, comnlete the checklist, and forward to Sue Filson line #5),
Route to Addressee(s) Office Initials Date
(List in routing order)
I, Marlene Stewart CDES Administration 7k~. 3-2(f01
2,
3.
4,
5, Sue Filson, Executive Manager Board of County Commissioners
6. Minutes and Records Clerk of Court's Office
PRIMARY CONTACT INFORMATION
(The primary contact is the holder of the original document pending BCe approval. Normally the primary contact is the person who created/prepared the executive
summary. Primary contact information is needed in the event one of the addressees above. including Sue Filson, need to contact staff for additional or missing
information. All original documents needing the BCe Chairman's signature are to be delivered to the Bee office only after the Bee has acted to approve the
item.)
Name of Primary Staff Kay Deselem Phone Number 213-2931
Contact
Agenda Date Item was March 27, 2007 Agenda Item Number 17B
Aooroved bv the BCC
Type of Document Ordinance 0'1--::'3 Number of Original I
Attached Documents Attached
L
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark "N/A" in the Not Applicable column, whichever is
a ro riate.
Original document has been signed/initialed for legal sufficiency, (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office ofthe County Attorney, This includes signature pages trom ordinances,
resolutions, etc, signed by the County Attorney's Office and signature pages trom
contracts, agreements, etc, that have been fully executed by all parties except the BCC
Chairman and Clerk to the Board and ossibl State Officials,)
All handwritten strike-through and revisions have been initialed by the County Attorney's
Office and all other arties exce t the BCC Chairman and the Clerk to the Board
The Chairman's signature line date has been entered as the date ofBCC approval of the
document or the final ne otiated contract date whichever is a licable,
"Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
si nature and initials are re uired,
In most cases (some contracts are an exception), the original document and this routing slip
should be provided to Sue Filson in the BCC office within 24 hours of BCC approval.
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time trame or the BCC's actions are nullified, Be aware of our deadlines!
The document was approved by the BCC on March 27,2007 and all changes made
during the meeting have been incorporated in the attached document. The County
Attorne 's Office has reviewed the chan es, if a licable.
Yes
(Initial)
N/A (Not
A licable)
2,
3,
4,
5,
6,
~'
tJIA
t-'>\'t,
'rA.cp ,
"'- cr'
I: Forms! County Forms! BCC Forms! Original Documents Routing Slip WWS Original 9.03.04, Revised 1.26.05. Revised 2.24.05
17 ",
MEMORANDUM
Date
April 9, 2007
To:
Kay Deselem, Principal Planner
Zoning and Land Development
From:
Teresa Polaski, Deputy Clerk
Minutes & Records Department
Re:
Validated Ordinance 2006-33
Enclosed please find one (1) copy of the document, as referenced above,
Agenda Item # 17B, The petition was approved by the Board of County
Commissioners on Tuesday, March 27, 2007.
The Minutes and Records Department has retained the original for the
public record,
If you should have any questions, please contact me at 774-8411,
Thank you.
Enclosure
17 B
MEMORANDUM
Date:
April 9, 2007
To:
Larry Lawrence
Property Appraiser
From:
Teresa Polaski, Deputy Clerk
Minutes & Records Department
Re:
Validated Ordinance: 2007-33
Attached, please find one (1) copy of the document referenced above (Agenda
Item #17B), as approved by the Board of County Commissioners on Tuesday
February 27, 2007.
If you should have any questions, please call me at 774-8411.
Thank you.
Enclosure
17 B
ORDINANCE NO, 07- 33
AN ORDINANCE OF THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY,
FLORIDA AMENDING ORDINANCE NUMBER
02-55, THE BALDRIDGE PLANNED UNIT
DEVELOPMENT, BY PROVIDING FOR AN
AMENDMENT TO CORRECT A SCRIVENER'S
ERROR AND BY PROVIDING FOR AN
EFFECTIVE DATE.
WHEREAS, the Collier County Board of Commissioners adopted Ordinance No,
02-55, on November 5, 2002, and;
WHEREAS, following said action adopting Ordinance No. 02-55, staff
determined that the Baldridge PUD Document transmitted to the Department of State did
not contain a provision that was otherwise intended and made a part of the public hearing
and therefore constitutes a scrivener's error.
NOW, THEREFORE, BE IT ORDAINED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA, that:
SECTION ONE: SCRIVENER'S ERROR AMENDMENT TO ORDINANCE:
Paragraph 3.3,a. entitled "Permitted Uses" of Ordinance Number 02-55, the
Baldridge PUD, is hereby amended to read as follows:
a, Permitted Uses
*
*
*
*
22, Non-depository credit institutions
institutions limited to commercial banks
6111-6163) and depository
SECTION TWO: EFFECTIVE DATE
This Ordinance shall become effective upon filing with the Florida Department of State.
PASSED AND DULY ADOPTED by a majority vote of the Board of County
Commissioners of Collier County, Florida, this :< 1 day of ~ , 2007,
.'r:,.?'~ffr1
ATT~t; -,' "
DWroHT E,. BR.()CK~~LERK
~"'2"~,, .
~ ~. . ..'1 ~~ ~Jl ~<M....... /
~., . ,-; "~'V{:l~<<~
,._;~,;"%-i\t1t~~ CJe~k
S1onaturAP8[~~~~'~; t~LF~r~ and
Legal Sufficiency:
BY:
~~n, {)htPd -{Jn~
Marj , M, StudentCStirling
Assistant County Attorney
SE_2007_AR,11284/KD/sp
Words struck threugn are deleted; words underlined are added,
Page I of I
l?p
STATE OF FLORIDA)
COUNTY OF COLLIER)
I, DWIGHT E. BROCK, Clerk of Courts in and for the
Twentieth Judicial Circuit, Collier County, Florida, do
hereby certify that the foregoing is a true and correct
copy of:
ORDINANCE 2007-33
Which was adopted by the Board of County Commissioners
on the 27th day of March, 2007, during Regular Session.
WITNESS my hand and the official seal of the Board of
County Commissioners of Collier County, Florida, this 28th
day of February, 2007.
DWIGHT E. BROCK
Clerk of Courts and tlerk
Ex-officio to Board of
County CommissiqherS
C1-i?t)L~(6. ~ C
Teresa polaski,
Deputy Clerk
03/05/2007 13:54
2:3gE...t35g58
COLLIER CT'I ZCNWG
PAGE Ct2/02
lJII9J':'"'l
, If'
.. . if :i.,J'
COLLIER COlJ'N7Y FLORIDA
REQUEST FOR U:GAL AI)VEIlTISING or ~BLJC HEARINGS
To: Clerk ft) tb" B08rd: PI_!II.~ pint. the following, IUI III:
xxx ~'ornu,\ Lelal AdvertiM..ent Ot.her:
(Di~la)' Adv., location., eIc.)
..*A*~..~..****~.....~.~*~....*~..*...*.~~...M**~W.._..*~*...~*.~.~*..~.*~...~~....***._-~..*.*.~....~-
Originating Dcptl Oh: Comm,O<vServ'/Planmng Person, :vIeli... Zone D.te: ?:>!~! 1<>1
Petition No. (1,1 none, gIve brier descrip:ion): 'PL'DZ..2OC5"AR..1820. KaiO!3$8 PUDZ
Petitioner: (Name &. Address); J~..l\t\son Engineerint. L,.arua S'P'J,1rgeQn~ 2350 Staniord Court, Naple!l. 'FL 3<11,112
Name &. Address of any per(lior.(s) to be notified by Clerk's Office: (If More S';l&Ce is neo::ded. Mach separate sheet)
Habitat ft1f H\1mani:y of Collier County, h'\c., 11 i,..~ TamtWTli Trail E., Noptes, FL 34113
Hearing bef",e Bee
BZA
Other
Requested Hearing datc~
MIlI'.h 27. 2007
Based ':':Itl aevertisement awcaring 15 clayS before hearing.
Ncwsptper(~) to be u~eci: (Complete: only If: importMt):
xxx N,plet; Daily News
OthcI
Lcgall~ Required
Pro",lOl\ed Text: (Indude legal dCl~ri?~ion &. ~ommon location & Size: Petition: PUDZ..2005~AR-7820 Habitat for atlmllnity of
Colli.r County, re;:)fI:~sefJu:d by Laura Spur!tOon. af Johnson Engineering, is requesting II r'ezoftC from the Agrk,,,,ltunll- Mobile
HtJmc OverllY (A..MHO) zoning di!tritt to tilt Residtnti.1 Planned Unit Development (RPUD) zoBing district conSisting of
Rn ilfford~blc; nousil\& re~jdential ncighl)Qrbo<Xl 014(.0 sina;.le~'farnily. zero iot line. two"family a"c duplex or multl..famHy d\\clling
units 111 a dCJl~i~)' ot four f4) cweUing units; per R.(r,~ jn a project to be knowfl L"I KaiClSJI RPt:D. The ~ub.ic-ct property, c(H'Jsisting of
lOO aereli, is located. at the southw.:st corner ot Se~tjo1'i 12. Township 4"' South. Range 29 Eas1l'nd at. the nonhwest comer of
S\l:lOtion u. Townst\i'9 41 South. RJflgC 29 Ees~. Colliet C~unty! Florida
C~..mpanl(ln r~titio:1(s), i:f I1ny &. proposed hearing dale:
I)(.cs Petition Fce include advtrtt$ing Q051.? Yes No
If Y.;..."1. what Q1Xount should be c;harged tor advertising C()st~: 131~1383;l6-64910i)
RL"Vil:wed by: I
til.AAh ~41 /~l.LP 3/s-bo
A5.p.l1mcnl Head 1 Dore p
Approved by'
Date
<::ounty M.n'!ler
List AnachmeTns:
I!.~JBIJTION JNSTRUC;;~
~. For a.earin2s ba:fore Bee or H2.A; Initiating penon to eomplete (lhfJ copy And obtAin Division HeAd appro\'1I1 before
,Jubrnittilll to County Mlnager. Note: tf Iq!f:u. dotument i5 in....olv'd~ be f1ur. duat any nec-lIS-.U1ry legal review. or
requ~it for _Rm" is $'I1brnitted to County Attorney before submitting to Coanty MaVllger. Tile Manager', offlct will
dllllrtbut. tOpi..:
C(lunty Manager .~end. 'i1e: to
RequC'",tilig Dtvttlo'1
Ori.ioA. Clerk.s OUiet
a Other hearings: fnitiatini! Oivisto'U bel)d m apDfove Z1'ld s~bmil: origInal to Cjtlr~j~ OUlce, retainirg a copy for file,
'" '*...." ....."............... .'.. *'*011***" .Jr...... *1<... '" ..", 'if".... ....Jt.... ."'.."'.... I\' ....'..... '" * II 'II "'~. *. ."'. 'it pio! 'l\. "'.... .............;, ..........11.;, It Wilt
FOR CLERK'S OFl'ICr, USE ONLY,
Dote Received: ~5Io..?_ Do'" cf Publle .e",lng: 1/17/07 Oat. Advertised: f/J 7
03/05/2007 13:54
:2395435958
Dopartmont of Zoning & Lond Deve1op'",.n! Review
2800 North HOrle,hoe Drive
Naples, FJorlda 34! o~
(239)403 -2400
Fax: (239)643,6968 or (239)213,2916
Fax
To:
,......k\1
"'\" . ~ '" )
~ \ \(1,_ \" j '"\ ,..J.._... '
Fa:<:
II Lf:'
Pbone:
~
Ro:
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'i<') ( C_
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Cc.~C('
----~-------
COLLI EP err ZUN H4G
~-=~~~~ ~-~---
Date:
---------
roges:
-------------~_.---------~~
ce:
-.-
C L'rgent
= 1"01 Review
~ Please Comment
o Pleas~ Reply
Comments:
i::i Plcase Recycle
PAGE 01/02
17C
ORDINANCBNO.l17__
AN ORDINANCB OF THE BOARD OF COUNTY
COMMISSIONERS OP COUJBR COUNI'Y, PLORlDA,
AMENDING ORDINANCE NUMBBR 04-41, AS
AMENDED, TIlE COUJllR COUNTY LAND
DEVELOPMENT CODE, WInCH INCLUDES THE
COMPREHENSIVE ZONING ROOULATlONS FOR THE
UNINCORPORATED AREA OF COUJER COUNTY,
PLORIDA, BY AMENDING THE APPROPRIATE
ZONING An.AS MAP OR MAPS BY CHANGING THIl
ZONING CLASSlPICATlON OF THE HBREIN
DESCRIBED REAL PROPERTY PROM AGRICULTURE
wrm MOBIL8-HOME OVERLAY (A-MHO) ZONING
DISTRICf TO THIl RESIDENTIAL PLANNED UNIT
DIlVELOPMENT (RPUD) ZONING DISTRICT FOR A
PROJECr KNOWN AS KAICASA (RPUD) LOCATED
ALONG THE NORTII SIDE OF STATE ROAD 29, JUST
EAS'J: Of VILLAGE OAKS ELllMENTARY SCHOOL,
'AND APPROXIMATELY 2 MIUlS EAST Of THE
INI'ERSECTION OF STATE ROAD 29 AND COUNTY
ROAD 646, IN SECI'ION 12, TOWNSHIP 47 SOUl'H,
RANGE '1:1 BAST, COILIER COUNTY, PLORlDA,
CONSISTING OF 100. ACRES; AND BY PROVIDINO
AN IlFFECTIVB DATI!,
WHERBAS, Laura SpurJeon, AlCP of JOHNSON ENOlNEBRINO, INC..
MpnlIeIIllng HABITAT FOR HIlMANITY Of COUJllR COUNTY INC., politioned the
BOIId of Coonty Conimi..IOIlD to cbl/lse the zoning c1a..iflcation of the herein
dclcribcd real property.
NOW, TRERllFORE, BE IT ORDAINED BY THE BOARD OF COUNIY
OOMMISSIONI!RS Of COUJBll, COUNTY, PLORlPA, that:
SP.l"TrnN ONE:
The zoning claasificalion of the hcrcln dcocdbcd real property locaIed in Scction
12, Townahip 47 South, Ranse '1:1 Baal, Collier Coonty, l'Iorida, i. cblllged from the
Agriculture Mobi1o-Homo Overlay (A-MHO) Zoning DiBlrictlO the Residential PllUUlCd
Unit Oovclllpl!lOlll (RPUD) Zoning Dillrictlmown II KalCI8I Residclltial PJI/lncd Unll
Oovcl_t in occordl/lcc with the RPUD Document, atIl1cbcd hereto .. Exhibit "A",
whicb i. incO<pOl'Blcd herein .00 by reteICnce made pllt hereof. The appmpri.... zoning
ad.. map lI< lIUlpI, II __ in Oldinl/lcc Number 04-41, II amended, the ColJjer
, County Land De.e!opmeot Cede, 10/.... hmlby amended occordingly,
BD-"
17C
~
Kaicasa - Habitat for Humanity (PUDZ-2005-AR-7820)
pagef (c
2800 N. Horseshoe Dr.
Naples, FL 33104
239-213-2958
---_.~--~---~------*--~~
From: Patricia L. Morgan [mailto:Patricia.Morgan@c1erk,collierJl.us]
Sent: Tuesday, February 27, 2007 1:38 PM
To: ZoneMelissa
Cc: martin_c
Subject: Kaicasa - Habitat for Humanity (PUDZ'2005-AR-7820)
gooa .Afternoon,
It raoli.} ukf tliis petition is going to liave to 6e re-aavertisea to cover a missing dement tliat sliouU liave
6een noticea. I just spokf witli Laura Spurgeon to aiscuss tlie earUest tliat tlie petition couU 6e
aavertisea 6efore an upcoming meeting, rtlie aa is a 15-aay aa, so tlie earUest tliat it can run in :N<TYJ{ is
:Marcli lltli for tlie <BCC meeting of:Marcli 27, 2007, pCease wortt witli Laura to aiscuss sclieauung of
tliis,
rtlie item was movea tliis morning (2/27/07) auring tlie agenaa clianges, It was scliecfurea on tlie agenaa
as Item num6er 17'E ana it was movea to Item num6er Sr[), rtliat wire 6e coverea tliis afternoon to aiscuss
tlie issues,
rtlianttyou,
'I"risli :Morgan
prease ret us ttnow as soon as it is aetenninea as to wlien it wi(( 6e lieara so tliat we can reaavertise witli
tlie correctea proposea tey':!, rtlianli.}!
Under Florida Law, e-mail addresses are public records. If you do not want your e-mail address released in response to a
public records request, do not send electronic mail to this entity. Instead, contact this office by telephone or in writing.
3/5/2007
Kaicasa - Habitat for Humanity (PUDZ-2005-AR-7820)
Page I of2
17C
Martha S. Vergara
.._~--_.---------------
From: ZoneMelissa [MelissaZone@colliergov,net]
Sent: Monday, March OS, 200710:39 AM
To: Minutes and Records
Subject: RE: Advertising: RE: Kaicasa ' Habitat for Humanity (PUDZ-200S,AR-7820)
Attachments: revised title for PUDZ-200S-AR,7820,doc
Hi Martha: If you look below in the body, the title was changed to add the words multi,family", I've attached the
revised title in a word document so that you have a hard copy,
Melissa Zone
Principal Planner
Department of Zoning & Land Development Review
2800 N. Horseshoe Dr.
Naples, FL 33104
239-213-2958
From: Martha S. Vergara [mailto:Martha,Vergara@c1erk,collier.fl.us] On Behalf Of Minutes and Records
Sent: Monday, March 05, 2007 10:36 AM
To: ZoneMelissa
Subject: RE: Advertising: RE: Kaicasa - Habitat for Humanity (PUDZ-2005-AR-7820)
Will there be changes to the Title itself as well or just the proposed text? If so, please forward so that I can make
the changes and send it in to be re,advertised,
Thanks
Martha
---------.------------. --~_.._.--.----~----_.._-----_.__..._--- ---------*----_._~-~------_._--
From: ZoneMelissa [mailto:MelissaZone@colliergov,net]
Sent: Wednesday, February 28, 2007 4:34 PM
To: Patricia L Morgan
Cc: Martin, Cecilia; Johnson, Connie; Phillips, Sharon; CarrelDanelle; Bellows, Ray
Subject: Advertising: RE: Kaicasa - Habitat for Humanity (PUDZ-2005-AR-7820)
The made a motion to readvertise PUDZ,200S,AR-7820 to correct an advertising omission, The new hearing date
will be March 27, 2007,
PeJition:, PUPZ-20Q5-AR-782,Q Habitat for Humanity of Collier County, represented by Laura
Spurgeon, of Johnson Engineering, is requesting a rezone from the Agricultural - Mobile Home
Overlay (A-MHO) zoning district to the Residential Planned Unit Development (RPUD) zoning
district consisting of an affordable housing residential neighborhood of 400 single-family, zero lot line,
two-family and duplex or multi-family dwelling units at a density of four (4) dwelling units per acre in a
project to be known as Kaicasa RPUD. The subject property, consisting of 100 acres, is located at the
southwest corner of Section 12, Township 47 South, Range 29 East and at the northwest corner of
Section 13, Township 47 South, Range 29 East, Collier County, Florida.
Melissa Zone
Principal Planner
Department of Zoning & Land Development Review
3/5/2007
Kaicasa - Habitat for Humanity (PUDZ-2005-AR-7820)
P1~oft ! "'" .
../" ,';.}
2800 N. Horseshoe Dr.
Naples, FL 33104
239-213,2958
--~,----~.----^-------------------~----_..__.._--
From: Patricia L. Morgan [mailto:Patricia,Morgan@c1erk,collierJl.usj
Sent: Tuesday, February 27, 2007 1:38 PM
To: ZoneMelissa
Cc: martin_c
Subject: Kaicasa - Habitat for Humanity (PUDZ-2005-AR-7820)
good .J;fternoon,
It Coofi.J likf tfiis petition is going to fiave to 6e re-advertisea to cover a missing efement tfiat sfiould' fiave
6een noticed. I just spokf witfi Laura Spurgeon to discuss tfie earliest tfiat tfie petition could' 6e
advertised 6eJore an upcoming meeting, 'Tlie ad is a 15-day ad, so tfie earliest tfiat it can run in :N([J:N is
'M.arcfi Iltfijortfie rBCC meeting oj'M.arcfi 27,2007, (P(ease work,witfi Laura to discuss scfieauling oj
tfiis,
'Tlie item was moved tfiis morning (2/27/07) during tfie agenda cfianges, It was scfieaured on tfie agerufa
as Item num6er 17'E and it was moved to Item num6er 8!/). 'Tliat wire 6e covered tfiis afternoon to discuss
tfie issues,
'Tliank,you,
'I'risfi'M.organ
!Frease ret us k,now as soon as it is detennined as to wfien it wire 6e fieard so tfiat we can readvertise witfi
tfie corrected proposed texj.. 'Tlianfi.J!
Under Florida Law, e-mail addresses are public records. If you do not want your e-mail address released in response to a
public records request, do not send electronic mail to this entity. Instead, contact this office by telephone or in writing.
3/5/2007
Kaicasa - Habitat for Humanity (PUDZ-2005-AR-7820)
Pagll1~
_.. it U
Martha S. Vergara
._--*---,----_.~^--~-_._~^-~----^~---~-~-~----------_.--
From:
Sent:
To:
ZoneMelissa [MelissaZone@colliergov,net]
Monday, March 05, 2007 10:39 AM
Minutes and Records
Subject: RE: Advertising: RE: Kaicasa - Habitat for Humanity (PUDZ,2005,AR-7820)
Attachments: revised title for PUDZ-2005,AR,7820,doc
Hi Martha: If you look below in the body, the title was changed to add the words multi,family", I've attached the
revised title in a word document so that you have a hard copy,
Melissa Zone
Principal Planner
Department of Zoning & Land Development Review
2800 N. Horseshoe Dr.
Naples, FL 33104
239~213-2958
_^_^~._..____^m_m~___.__m~m._____~___m_"__m__~'____U_------.--------
___~_____.~._____~_ _._________m____._.__~__.__._._________._______________------
From: Martha S, Vergara [mailto:Martha,Vergara@c1erk.collier,fLus] On Behalf Of Minutes and Records
Sent: Monday, March 05, 2007 10:36 AM
To: ZoneMelissa
Subject: RE: Advertising: RE: Kaicasa - Habitat for Humanity (PUDZ-200s-AR-7820)
Will there be changes to the Title itself as well or just the proposed text? If so, please forward so that I can make
the changes and send it in to be re-advertised,
Thanks
Martha
____~~__..____-~m__-~_.__ ____.__._._~...._*.*___*._.,.______._.._~__*_*________--~--_._-~---'~--
From: ZoneMelissa [mailto:MelissaZone@colliergov,net]
Sent: Wednesday, February 28, 20074:34 PM
To: Patricia L. Morgan
Cc: Martin, Cecilia; Johnson, Connie; Phillips, Sharon; Carrel Danelle; Bellows, Ray
SUbject: Advertising: RE: Kaicasa - Habitat for Humanity (PUDZ-200s-AR-7820)
The made a motion to readvertise PUDZ-2005-AR,7820 to correct an advertising omission, The new hearing date
will be March 27, 2007,
Petition: PUD_Z-2005-AR:7820 Habitat for Humanity of Collier County, represented by Laura
Spurgeon, of Johnson Engineering, is requesting a rezone from the Agricultural - Mobile Home
Overlay (A-MHO) zoning district to the Residential Planned Unit Development (RPUD) zoning
district consisting of an affordable housing residential neighborhood of 400 single-family, zero lot line,
two-family and duplex or multi-family dwelling units at a density of four (4) dwelling units per acre in a
project to be known as Kaicasa RPUD. The subject property, consisting of 100 acres, is located at the
southwest corner of Section 12, Township 47 South, Range 29 East and at the northwest corner of
Section 13, Township 47 South, Range 29 East, Collier County, Florida.
Melissa Zone
Principal Planner
Department of Zoning & Land Development Review
3/5/2007
-7
I
"
N'.,,-.
Petition: PUDZ-2005-AR-7820 (MB) Habitat for Humanity of Collier County,
represented by Laura Spurgeon, of Johnson Engineering, is requesting a rezone from the
Agricultural - Mobile Home Overlay (A-MHO) zoning district to the Residential
Planned Unit Development (RPUD) zoning district consisting of an affordable housing
residential neighborhood of 400 single-family, zero lot line, two-family and duplex or
multi-family dwelling units at a density of four (4) dwelling units per acre in a project to
be known as Kaicasa RPUD. The subject property, consisting of 100 acres, is located at
the southwest corner of Section 12, Township 47 South, Range 29 East and at the
northwest corner of Section 13, Township 47 South, Range 29 East, Collier County,
Florida.
n~' f r ,4
,
'.1'
17C
March 5, 2007
Attn: Legals
Naples Daily News
1075 Central Avenue
Naples, Florida 34102
Re: PUDZ -2005-AR-7820: Kaicasa PUDZ
Dear Legals:
Please advertise the above referenced notice on Sunday, March 11, 2007, and
kindly send the Affidavit of Publication, in duplicate, together with charges
involved, to this office.
Thank you.
Sincerely,
Martha Vergara,
Deputy Clerk
P.O./Account # 113-138312-649110
1 7 C ..~, J'.,
NOTICE OF INTENT TO CONSIDER ORDINANCE
Notice is hereby given that on TUESDAY, March 27, 2007, in the
Boardroom, 3rd Floor, Administration Building, Collier County
Government Center, 3301 East Tamiami Trail, Naples, Florida, the
Board of County Commissioners will consider the enactment of a County
Ordinance, The meeting will commence at 9:00 A.M, The title of the
proposed Ordinance is as follows:
AN ORDINANCE OF THE BOARD OF COUNTY COMMISSIONERS OF COLLIER
COUNTY, FLORIDA, AMENDING ORDINANCE NUMBER 04-41, AS AMENDED,
THE COLLIER COUNTY LAND DEVELOPMENT CODE, WHICH INCLUDES THE
COMPREHENSIVE ZONING REGULATIONS FOR THE UNINCORPORATED AREA OF
COLLIER COUNTY, FLORIDA, BY AMENDING THE APPROPRIATE ZONING
ATLAS MAP OR MAPS BY CHANGING THE ZONING CLASSIFICATION OF THE
HEREIN DESCRIBED REAL PROPERTY FROM AGRICULTURE WITH MOBILE-HOME
OVERLAY (A-MHO) ZONING DISTRICT TO THE RESIDENTIAL PLANNED UNIT
DEVELOPMENT (RPUD) ZONING DISTRICT CONSISTING OF AN AFFORDABLE
HOUSING RESIDENTIAL NEIGHBORHOOD OF 400 SINGLE-FAMILY, ZERO LOT
LINE, TWO-FAMILY AND DUPLEX OR MULTI-FAMILY DWELLING UNITS AT A
DENSITY OF FOUR (4) DWELLING UNITS PER ACRE IN A PROJECT TO BE
KNOWN AS KAICASA (RPUD). THE SUBJECT PROPERTY, CONSISTING OF 100
ACRES, IS LOCATED AT THE SOUTHWEST CORNER OF SECTION 12,
TOWNSHIP 47 SOUTH, RANGE 29 EAST AND AT THE NORTHWEST CORNER OF
SECTION 13, TOWNSHIP 47 SOUTH, RANGE 29 EAST, COLLIER COUNTY,
FLORIDA, AND BY PROVIDING AN EFFECTIVE DATE.
Petition: PUDZ-200S-AR-7820, Habitat for Humanity of Collier County,
represented by Laura Spurgeon, of Johnson Engineering, is requesting
a rezone from the Agricultural - Mobile Home Overlay (A-MHO) zoning
district to the Residential Planned Unit Development (RPUD) zoning
district consisting of an affordable housing residential neighborhood
of 400 single-family, zero lot line, two-family and duplex or multi-
family dwelling units at a density of four (4) dwellings per acre in
a project to be known as Kaicasa RPUD. The subject property,
consisting of 100 acres, is located at the southwest corner of
Section 12, Township 47 South, Range 29 East, and at the Northwest
corner of Section 13, Township 47 South, Range 29 East, Collier
County, Florida.
Copies of the proposed Ordinance are on
Board and are available for inspection.
invited to attend and be heard.
file with the Clerk to the
All interested parties are
NOTE: All persons wishing to speak on any agenda item must register
with the County administrator prior to presentation of the agenda
item to be addressed, Individual speakers will be limited to 5
minutes on any item, The selection of an individual to speak on
l?C 'j
minutes on any item. The selection of an individual to speak on
behalf of an organization or group is encouraged, If recognized by
the Chairman, a spokesperson for a group or organization may be
allotted 10 minutes to speak on an item,
Persons wishing to have written or graphic materials included in the
Board agenda packets must submit said material a minimum of 3 weeks
prior to the respective public hearing. In any case, written
materials intended to be considered by the Board shall be submitted
to the appropriate County staff a minimum of seven days prior to the
public hearing. All material used in presentations before the Board
will become a permanent part of the record.
Any person who decides to appeal a decision of the Board will need a
record of the proceedings pertaining thereto and therefore, may need
to ensure that a verbatim record of the proceedings is made, which
record includes the testimony and evidence upon which the appeal is
based.
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
JAMES COLETTA, CHAIRMAN
DWIGHT E. BROCK, CLERK
By: Martha Vergara, Deputy Clerk
(SEAL)
Dwight E. Brock
Clerk of Courts
Gulip.tyofC<>l1ier
CLERK OF 'T"HBGIRCtIIT COURT
COLLIER COUNTY CpURT1tOUSE
3301 TAMlAMI TJ,{AIL EA'ST
P,O, BOX 4 ~~044\.
NAPLES, FLORIDA~~101-3d44
\,(
17C
Ilo,.
r"'q
Clerk of Courts
Accountant
Auditor
Custodian of County Funds
March I, 2007
Johnson Engineering
Laura Spurgeon
2350 Stanford Court
Naples, FL 34112
Re: Notice of Public Hearing to consider Petition
PUDZ-2005-AR-7820: Kaicasa PUDZ
Dear Petitioner:
Please be advised that the above referenced petition will be considered by
the Board of County Commissioners on Tuesday, March 27, 2007, as
indicated on the enclosed notice. The legal notice pertaining to this petition
will be published in the Naples Daily News on Sunday, March 11, 2007.
You are invited to attend this public hearing,
Sincerely,
DWIGHT E. BROCK, CLERK
~~
Martha Vergara,
Deputy Clerk
Enclosure
Phone - (239) 732-2646
Website: www.clerk.collier.fl.us
Fax - (239) 775-2755
Email: collierclerk@clerk.collier.fl.us
Dwight E. Brock
Clerk of Courts
CO.ijJlty.. ofG{)lJi er
CLERK OF T"HE'GIRCUIT COURT
. ,
COLLIER COUNTY Cp..' URTPf,OUSE
3301 TAMIAMI T~IL EA<ST
P,O, BOX 41;~044 '-
NAPLES, FLORIDA\}jlOl-3044
,,'
\'/
17C'I"''''
Clerk of Courts
Accountant
Auditor
Custodian of County Funds
March 5, 2007
,
, _~~I
/
Habitat for Humanity of Collier County, Inc.
11145 Tamiami Trail E
Naples, FL 34113
Re: Notice of Public Hearing to consider Petition
PUDZ-200S-AR-7820: Kaicasa PUDZ
Dear Petitioner:
Please be advised that the above referenced petition will be considered by
the Board of County Commissioners on Tuesday, March 27, 2007, as
indicated on the enclosed notice. The legal notice pertaining to this petition
will be published in the Naples Daily News on Sunday, March 11,2007.
You are invited to attend this public hearing.
Sincerely,
DWIGHT E. BROCK, CLERK
~~
Martha Vergara,~
Deputy Clerk
Enclosure
Phone - (239) 732-2646
Website: www.clerk.collier.fl.us
Fax - (239) 775-2755
Email: collierclerk{a)clerk.collier.fl.us
Page I of I
17C
!~ . .
Martha S. Vergara
---~~-~-_.~.~_._..~_._--~--_._-.~_._.~~-***--~~_.__._-.~.._--*-* ...*._-*._*_._-***~---_._---_.
From: ZoneMelissa [MelissaZone@colliergov,net]
Sent: Monday, March 05, 2007 2:09 PM
To: Martha S, Vergara
Cc: Martin, Cecilia
Subject: RE: Please review 'PUDZ,2005,AR,7820(1)'
Martha: it looks perfect! thank you,
Melissa Zone
Principal Planner
Department of Zoning & land Development Review
2800 N. Horseshoe Dr.
Naples, FL 33104
239.213.2958
From: Martha 5, Vergara [mailto:Martha,Vergara@c1erk,collier.fLusj
Sent: Monday, March 05, 2007 1:55 PM
To: ZoneMelissa
Cc: martin_c
Subject: Please review 'PUDZ-2005-AR-7820(1)'
Please review the attached document.
Here is the document with all correction, please review and let me know if it's ok before I send it to
Naples Daily News,
Thanks,
Martha Vergara
BMR-Deputy Clerk
239-732-2646 x 7240
Under Florida Law, e-mail addresses are public records. If you do not want your e-mail address re/eased in response to a
public records request, do not send electronic mail to this entity. Instead, contact this office by telephone or in writing.
3/5/2007
17C
Martha S. Vergara
From:
Sent:
To:
Subject:
Clerk Postmaster
Wednesday, March 07, 2007 9:06 AM
Martha S, Vergara
Delivery Status Notification (Relay)
Attachments:
ATT430088,txt; PUDZ,2005,AR-7820, Kiacasa PUDZ
'~"l
.;:..J
ATT430088,txt
(231 B)
PUDZ,200S,AR,7B2
0, Kiacasa PUD...
This is an automatically generated Delivery Status Notification.
Your message has been successfully relayed to the following recipients, but the requested
delivery status notifications may not be generated by the destination.
legals@naplesnews.com
1
Page 1 of 1
17C
Martha S. Vergara
^___",.^,_."^_n_,",~,__,_____*_~_*~__~______..~_'__'m'_m'____.._.'_~m'_"____..,.__',~_'_..,____"_ "__,,'m~...,,**~_,,,__._.,,_,__,_m_'_*_*____'_~_'_"_'__~--,._----'
From: Perrell, Pam [paperrell@naplesnews,com]
Sent: Wednesday, March 07, 2007 9:48 AM
To: Martha S, Vergara
Subject: RE: PUDZ-2005-AR-7820, Kiacasa PUDZ
OK
From: Martha 5, Vergara [mailto:Martha,Vergara@c1erk,collierJl.usj
Sent: Wednesday, March 07, 2007 9:06 AM
To: legals, NDN
Subject: PUDZ-200S-AR-7820, Kiacasa PUDZ
Morning Pam,
I have an ad for you"
Thanks,
Martha Vergara
Deputy Clerk - BMR
239-732-2646 exL 7240
Under Florida Law, e-mail addresses are public records. !fyau do not want your e-mail address released in response to a
public records request, do not send electronic mail to this entity. Instead, contact this office by telephone or in writing.
3/7/2007
NAPLES DAILY NEWS
Publislied Daih
Naples, FL 1-1102
Affidavit of Publication
State of Florida
County of Collier
Before the undersigned they serve as the authority. pcrsonall!-
appeared ~,Lamb, who on oath says that they
serve as the Assistant Corporate Seeretary of the Naptes Daily,
a daily newspaper published at Naples, in Collier County,
Florida: distributed in Collier and Lee counties of Florida: that
the attached copy of the adycrtising. being a
PUBLIC NOTICE
in the malter of PUBLIC NOTICE
was published in said newspaper 1 time in the issue
on March 11'"2007
Afliant further says that the said :\aples Daily Kews is a newspaper
puhlished at :\ap1es. in said Collier County', Florida, and that the said
nc\\spaper has heretofore been continuously published in said Collier
Count~., Florida; distrihuted in Collier and Lee counties (If Florida,
ca;;h day and has \1cen entered as sceond ..:lass mail matter at the post
o!lil:c in "arks, in said Collier County, Florida, for a period of I
year next pre..:..:ding th..: first publir.:atioJ1 of the atta..:hcd ..:opy of
aJ\'ertisclTl":J1t~ and afliant further says that he has ncith..:r paid nor
promised any perstll1. firm ,)r ":'lfporation :Il1Y Ji"..:ounL rebak.
cOlTlmission or rd'und for the purposc of securing tbis advcrtisl'l1wnl for
publication in thc said ~r.
/J.
( Signat';re of affiant)
Sworn to and subscnbed before me
This II th of March 2007
~(' (i"I
,. ~, '\.
(Signature 0 notary public) -
",,',:.-
.'
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'I:'
FE] 59,2578327
PlJDz.;oOO"A~'1'"
NOncE Of' INTENT TO
CONSlDlRORDtNAHCE
~I~I~~=
27, 2007, In the,Board-
room 3rd Floor. Admin.
Istratlon BWfdlng. Col.,
ner ~ounty Government,
cente" 3301 f.IoSt Temle'l
mt Tro t. Naptes;ftorida,
m~:I~~f ~u~
sider U;~l'nentof
a county Ordlnance.-
The m eetlna wlll 'com-I'
mence at 9:00 u:' The
title of the pro ed Or-
dinance I, as to lows:
AN ORDlNANCE'Of'THE
BDAU OF COUHTY
COMMISStONERS OF
COLLIE-R COUNTY,
FLORIO~L_ AtnHOING
ORPINA~ NUMBER -04.
41. AS AMENDED. THE
COLLIER COUNTY LAND
DEVELOPMINT CODE,
WHICH INCLUDES THE
COMPREHENSIVE ZON-
VlIt'tBlImA1iC
AREA OF COI.LtER C()tJN.
~G~~~~O=E
ZONINQ"ATW MAP OR
MAPS BY CHANGING
THE ZONING CLASSlFI.
CATION Ofi.' THIMD-E1N
DESCRIaEJ) BEAL PgoP.
~m 1m A3Slut'k:
HOME OVERLAY (A,
MHO) ZOHINQ DISTRICT
TO tHE RESIDE~TIAL
PLANNED .UNIT DEVEl.-
OP~ENT iRPUD ZON1NG
&~T:lE, F .
H us
~l,~Gt~r~"T;.~
~~~sr;~ll~~'.}LN"lG
FOUR (4.. !.LV.~
UNITle,. PI A KIN A
PlIO! :1'.19 t<lIll~
H.fflrp Qi ~TY
CONSISttH -,,, ,lOd
ACRES IS LO... .~, ~
TEN E cOIl,
HER OF SECTIoN 13.
TOWNSHIP 41 SOUTH;
RANQE 29 EAST, COI.LItlI
COUNTYI.FLORIDA,AND
BY PROviDING AN EF.
FECTIVE DATE.
7
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Coo ....... 'ilroooQd
ont\ll.'.~e or' ,...tile
with-tn. Clerk to ,the
BOerdlnd tt8 'a.vaI~\e
for InsPection. At! Inter-
r==:=rd
Nort:' A1i\*oW: WIsh,
In"ta.._UHk 0ll,'8.ny
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teI"_ .tlle....d.
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be I~ to .mII1!!te.
on..,., (tjIm. __00'
tlonorn.an IndIvidual to
lJ)eak ',cmMbi:lf. of an
_01'_"
e,ii!oll!HtIll. If 'Kog.
ntZ"::PV:tht Chatnnan.
, sp~_NC)n for a
:._aup: :Mor,Mq.lzatlon
may 'be IllOtt8C110 mln-
I~ to ~p..k en an
Persons wtshklg to have
wrltWn,or or-.h1c ma.
terlali lriClucted.JO the
""4~"'_1<etl
mldtl". It,sif4fma-
:=.ml.nunum of 3
w.. -priO'rto the re-
ve."~ hearlnlJ.
I' In'" _'~ me.
wrlals lnttmHd to be
~ Board
S!-be'. med to
th!I ..' COunty
.. _'. .of sev-
end.Y. pr or to the
:A,U ma-
M'lM'Menta-
tlon. . rethe: :Board
wlH beco~ a perm a-
nentpart of the record.
de.
n of
are-
Ing.
end
ed to
ensunJ that" ,verbatim
recortl of the proceed.
InO$. Is made,' Which re-
cord.JrtdUdH'. ~5tl.
I. m.o.n.. ..n.d....vldence
upon which' the ap~eal
Is based.
BOAMn O'F COUNTY
COMMlSS!QNERS
CO~UJ'R.eou N TV..
FLORIDA
JAMES eO'LmA, CHAIR-
MAN
DWIGHT E. BROCK,
CL.l~K
By: Martha Vergara,.
Deputy Clerk
~~1 'N-.Q.JS35114 I
A~ ORDINANCE OF THE I
BOARD' OF tOUNTY I
COMMISSIONERS OF
COLLIER COUNTY,
FLORIDA AMENDING
ORDINANCE NUMBER 04.
41, AS AMENDED, THE
COLLIER COUNTY LAND
DEVELOPMEN''T 'CODE,
WHICH INCLUDES' THE
COMPREHENSIVE ZON-
ING REGULATIONS FOR
TtU UNINCORPORATED
AREA OF COL.l..lER COUN-
TY. FLORIDA, BY AMEND-
ING THE APPROPRIATE
ZONING ATLAS MAR OR
,MAPS BY CHANGING
THE ZONING CLASSIFI-
CATION OF THE HEREIN
DESCRIBED REAL PROp.
ERTY" FaDM-AGRiCUL-
TURE WITH MOBILE.
HOME OVERLAY (A-
MHO) ZONING DISTRICT
TO THE RESIDENTIAL
PLANNED UNIT DEVEL-
OPMENT (RPUO) ZONING
&\fT:ICT i~r11tt.i
::g~w~:lcf&mT.
SI~GLE-FAMIL Y. .ZIRO
lOT LINE, TWO-I'AMllY
AND DUPLEX OR MUl..f1.
FAMILY DWeLLING
U~ITS AT A Dl~SITY OF
FOUR (4) DWELl'tNG
UNITS PER ACRE IN A
PII0JECT TO 'WfOW~
AS KAICASA (R ~. tilE
"~I
THE NORTHWEST COR-
AD SPACE, 188,000 INCH ~6!l-~0IHI~I~TI~6'uf~:
FILED ON, 03/12/07 RA~GE29EAST.COLL",R'
~ - - - - - ~ - - - - - - - - - - - - - - - - - - - - - - - - -~ - - ~ - - - - - - - - - - +- - - - - - - - ~c~ef~r~~dD~NArf. 'i --
Signature of Affiant ~.
Sworn to and Subscribed before me this \ n day of fY\O, r.-J..,20Q,1
Personally known by me C~~l "" ,)
Naples Daily News
Naples, FL 34102
Affidavit of Publication
Naples Daily News
----~-------------------~----------~------------~-+------
BOARD OF COUNTY COMMISSIONERS
CHERI LEFARA
PO BOX 413016
NAPLES FL 34101-3016
REFERENCE, 001230
59369284
113138312649110
PUDZ-2005-AR-7820NOT
State of Florida
County of Collier
Before the undersigned authority, personally
appeared B. Lamb, who on oath says that she serves
as Assistant Cor~orate Secretary of the Naples
Daily News, a dally newspaper published at Naples,
in Collier Countr, Florida, that the attached
copy of advertislng was published in said
newspaper on dates listed.
Affiant further says that the said Naples
News is a newspaper published at Naples, in
Collier County, Florida, and that the said
newspaper has heretofore been continuously
published in said Collier County, Florida, each
day and has been entered as second class mail
matter at the post office in Naples, in said
Collier County, Florida, for a period of 1 year
next preceding the first publication of the
attached copy of advertisement; and affiant
further says that she has neither paid nor
promised any person, firm or corporation any
discount, rebate, commission or refund for the
purpose of securing this advertisement for
publication in the said newspaper.
Daily
said
PUBLISHED ON, 03/11 03/11
'f':-d\
PUDZ-2005~AR-7820
NOTICE OF INTENT TO
CONSIOER OROlNANCE
Notice ,Is hereby ,given
that on TUESDAY, March
27. 2007. In the Board.
room. 3rd' Floor, Admin-
IstratIon Building. Coi-
ner county Governm.ent
Center. 3301 East Tamia-
ml Trall. Naples,' FlorIda,
the Board of County
Commissioners will con.
sJder the enactment of
a County Ordinance.
The meetlng_ will com. I
mence at 9:00 A.M., The
title of the proposed or. I
dlnanee Is as fOllows:, !
Pt~,l ZZ.CS.AR: ;1 ~
'7:120... Hlblt,t for Hu.
Il\UiIty,Q' Collier Coun.
tv;, ,.".nted by. Leu-
ra-,~, of Johnson
Inom"'l1$t lI- reauest-
Int: a rezon. 'front the
A'Irl~u.tltral . MDttUI
lia~~~!
O,v.lop-rnent(R-PUD)
zoning d~trlct cons""
tIft' Of ",n affordable
~_o-",'aln'l r.51,dentlal
Eln.u..~., ..od of 400
, _'~~'I' I zero, lot'
E..... Y ....'du
os 0" mu tI.famllY
~1tS~
;:-In ~) prol&!ll"Y:
~ndWO as KaleH.
0Ii!li, 'c"'l~fol"fCo
._, Is located at 11\0
'~ulhwest corner: 'of
_on U. Townshll> 4T
!6uth.' Range 29 East
,anct at,the Northwl.t
tj),nlr ofSectlon 13,
Township 47 Sou,th.
..rorrl" ~lIIer
'~~~ettt;rr~~
'with the CJ.erk'to,the
Board and are avatlable
for 105=100. All Inter-
-....... , -'l.....-1mtted
to,atteitd be heetd.
~OT" All _ons wISh.
Inl too speak O'I',,"y
aalnda'ltem, must~-
ter with the C~ i4t~
~J'\l,o,;=
Item "to be addrelled.
\1\dMdual spea_ WIll
be IImllod to S~
on any Item. The ,se1eC>-
tion of. an IndIvidual to
lIpeak on behalf of an
O<gaIIi<allon'or oroullls
encolJ,raged. If recog-
nized by the ChaIrman,
.,A: spokesperson tor a
1'4II".00IUP or organization
I_tRaY be allotted 10 min.
utes to speak on an
1Iem. .
Persons wlshll'lQ to have
written. or "r~htc, rnJ-
terlals Included'Jn:'.
Board a.onda ~l!ll'"
must,submlt siitdma-
terlll a mtnlmum 01' 3
weeks prior to the reo
spective pUbliC hearing.
'n any cose, wr_ ....
terlalS Intended to be
~~ft1:"Jt,gr~
~ft"FJ:I~~~~~ I
en days prior to- the
, t:.~~c heerro. Aft mll-
! tlons g:fore"t~~d
will become aperma-
_.~~oft~e~~,...__
.~;
ensure theta v[fB...m
. record 'of the PI"'" .
lngs Is made, wh '" .
coi'd includeS lI1lI.. ,
many and evidence
upon which the appeal
Is based.
BOARD OF COUNTY
COMMISSIONERS
~~lilER COUNTY,
JAMES COLETTA. CHAIR~
MA~'
DWIQHT E. BROdt
ClIRK .
By: Martha Vergara
Deputy Clerk '
(SEAL)
Mar. 11 No. 1535114
J?c
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE
Print on pink paper. Attach to original document. Original documents should be hand delivered to the Board Office. The completed routing slip and original
documents are to be forwarded to the Board Otlice only after the Board has taken action on the item.)
ROUTING SLIP
Complete routing lines # I through #4 as appropriate for additional signatures, dates, and/or information needed. If the document is already complete with the
; "
excePtion of the Chairman's siimature, draw a line throu21 routing lines #1 throullh #4, comnlete the checklist, and forward to Sue Filson line #5).
Route to Addressee(s) Office Initials Date
I (List in routine: order)
L
2.
3,
4,
5. Sue Filson, Executive Manager Board of County Commissioners
6, Minutes and Records Clerk of Court's Office
PRIMARY CONTACT INFORMATION
(The primary contact is the holder oCthe original document pending Bee approval. Normally the primary contact is the person who created/prepared the executive
summary. Primary contact information is needed in the event one of the addressees above, including Sue Filson, need to contact staff for additional or missing
information. All original documents needing the Bee Chairman's signature are to be delivered to the BCC office only after the BCC has acted to approve the
item.)
Name of Primary Staff Melissa Zone Phone Number 239-213-2958
Contact
Agenda Date Item was 3/27/2007 Agenda Item Number 17C
Aooroved bv the BCC
Type of Document Ordinance & RPUD document 01- 3 y Number of Original
Attached Documents Attached
L
INSTRUCTIONS & CHECKLIST
Initial the Yes column or mark "N/A" in the Not Applicable column, whichever is
a TO riate.
Original document has been signed/initialed for legal sufficiency, (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office of the County Attorney, This includes signature pages from ordinances,
resolutions, etc, signed by the County Attorney's Office and signature pages from
contracts, agreements, etc, that have been fully executed by all parties except the BCC
Chairman and Clerk to the Board and ossibl State Officials,)
All handwritten strike-through and revisions have been initialed by the County Attorney's
Office and all other arties exce t the BCC Chairman and the Clerk to the Board
The Chairman's signature line date has been entered as the date ofBCC approval of the
document or the final ne otiated contract date whichever is a licable,
"Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
si nature and initials are re uired.
In most cases (some contracts are an exception), the original document and this routing slip
should be provided to Sue Filson in the BCC office within 24 hours ofBCC approvaL
Some documents are time sensitive and require forwarding to Tallahassee within a certain
time frame or the BCC's actions are nullified, Be aware of our deadlines!
The document was approved by the BCC on () (enter date) and all changes
made dnring the meeting have been incnrpor ted i the attached dncument. The
Count Attorne 's Office has reviewed the chan es, if a licable.
Yes
(Initial)
N/A (Not
A licable)
2,
3,
4,
5,
6,
I: Forms! County Forms! Bee Forms! Original Documents Routing Slip WWS Original 9.03.04, Revised 1.26.05, Revised 2.24.05
17 f!
MEMORANDUM
Date:
April 9, 2007
To:
Melissa Zone, Principal Planner
Zoning and Land Development
From:
Teresa Polaski, Deputy Clerk
Minutes & Records Department
Re:
Validated Ordinance 2007-34
Enclosed, please find a copy of the document referenced above, (Agenda Item
#17C), which was adopted by the Board of County Commissioners on
Tuesday, March 27, 2007.
If you should have any questions, please contact me at 774-8411.
Thank you,
Enclosure
MEMORANDUM
Date:
April 9, 2007
To:
Larry Lawrence
Property Appraiser
From:
Teresa Polaski, Deputy Clerk
Minutes & Records Department
Re:
Validated Ordinance: 2007-34
Attached, please find one (1) copy of the document referenced above (Agenda
Item #17C), as approved by the Board of County Commissioners on Tuesday
February 27, 2007.
If you should have any questions, please call me at 774-8411.
Thank you.
Enclosure
17 C
__."~_^.",.__,__,...._"^._..,__.._". __ .."u._..~..,,__,_~._._,~..__..__,_._.._.___.,.._....__,.._____
ORDINANCE NO, 07-~
17 C
AN ORDINANCE OF THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA,
AMENDING ORDINANCE NUMBER 04-41, AS
AMENDED, THE COLLIER COUNTY LAND
DEVELOPMENT CODE, WHICH INCLUDES THE
COMPREHENSIVE ZONING REGULATIONS FOR THE
UNINCORPORATED AREA OF COLLIER COUNTY,
FLORIDA, BY AMENDING THE APPROPRIATE
ZONING ATLAS MAP OR MAPS BY CHANGING THE
ZONING CLASSIFICATION OF THE HEREIN
DESCRIBED REAL PROPERTY FROM AGRICULTURE
WITH MOBILE-HOME OVERLAY (A-MHO) ZONING
DISTRICT TO THE RESIDENTIAL PLANNED UNIT
DEVELOPMENT (RPUD) ZONING DISTRICT FOR A
PROJECT KNOWN AS KAICASA (RPUD) LOCATED
ALONG THE NORTH SIDE OF STATE ROAD 29, JUST
EAST OF VILLAGE OAKS ELEMENTARY SCHOOL,
AND APPROXIMATELY 2 MILES EAST OF THE
INTERSECTION OF STATE ROAD 29 AND COUNTY
ROAD 846, IN SECTION 12, TOWNSHIP 47 SOUTH,
RANGE 27 EAST, COLLIER COUNTY, FLORIDA,
CONSISTING OF 100~ ACRES; AND BY PROVIDING
AN EFFECTIVE DATE,
WHEREAS, Laura Spurgeon, AICP of JOHNSON ENGINEERING, INC.,
representing HABITAT FOR HUMANITY OF COLLIER COUNTY INC., petitioned the
Board of County Commissioners to change the zoning classification of the herein
described real property,
NOW, THEREFORE, BE IT ORDAINED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA, that:
SECTION ONE:
The zoning classification of the herein described real property located in Section
12, Township 47 South, Range 27 East, Collier County, Florida, is changed from the
Agriculture Mobile-Home Overlay (A-MHO) Zoning District to the Residential Planned
Unit Development (RPUD) Zoning District known as Kaicasa Residential Planned Unit
Development in accordance with the RPUD Document, attached hereto as Exhibit "A",
which is incorporated herein and by reference made part hereof. The appropriate zoning
atlas map or maps, as described in Ordinance Number 04-41, as amended, the Collier
County Land Development Code, is/are hereby amended accordingly,
I
l?C
SECTION TWO:
This Ordinance shall become effective upon filing with the Department of State,
PASSED AND DULY ADOPTED by super-majority vote by the Board of County
Commissioners of Collier County, Florida, this 2'L day of rt7 {''-Ie. <:... L, 2007,
~~~~i'~;:ki6~CLERK
" ." .;J(,>...... ", ::;.:\
: ';,'1,,;,~i, ". '~"~,,;,,. ~ 0
" ,',. .. .......... . ... ..
",' ,r?;,::,[l- '.' I, "
... ",' '~-~\;:," LfJ' '"---
D putf;Clerk\2At~si'~;; t:J Ctld 1rlllan s
,"*.;;;:: '~Qi!&tin 00 l'
Approyed ag't6ff6tin and
legal sufficiency
BOARD OF COUNTY COMMISSIONERS
::LT~:2;Z~N
.u,L. uU.tJ:. i1D~7:
Marjori ,Stu ent-Stirling U
Assistant County Attorney
2
l?C
Community Development and Environmental Services Division
KAICASA RPUD
A
RESIDENTIAL PLANNED UNIT DEVELOPMENT
REGULATIONS AND SUPPORTING MASTER PLAN GOVERNING THE KAICASA RPUD, A
RESIDENTIAL PLANNED UNIT DEVELOPMENT, PURSUANT TO PROVISIONS OF THE COLIER
COUNTY LAND DEVELOPMENT CODE
PREPARED FOR:
HABITAT FOR HUMANITY
I 1145 Tamiami Trail East
Naples, FL 34113
PREPARED BY:
JOHNSON ENGINEERING, INC
2350 STANFORD COURT
NAPLES, FL 34112
DATE REVIEWD BY CCPC
DATE APPROVED BY BCe
ORDINANCE NUMBER
AMENDMENTS AND REPEAL
Exhibit" A"
TABLE OF CONTENTS
PAGE
LIST OF EXHIBITS AND TABLES
STATEMENT OF COMPLIANCE
SECTION I PROPERTY OWNERSHIP & DESCRIPTION
SECTION II PROJECT DEVELOPMENT
SECTION III RESIDENTIAL AREAS
SECTION IV PRESERVE AREAS
SECTION V DEVELOPMENT COMMITMENTS
SECTION VI DEVIATIONS
II
I,) throllgh 1-2
II,) throllgh II,2
III,) through III,}
IV,I through IV,I
V-I through V,}
VI,I
17 C
EXHIBIT I
EXHIBIT 2
TABLE 1
TABLE 2
17 C
LIST OF EXHIBITS AND TABLES
Location Map
RPUD Master Plan
Project Land Use Tracts
Development Standards
Page 11-1
Page I\l,2
i
17 C
STATEMENT OF COMPLIANCE
The subject property consists of 1 aD::!:: acres of property in Collier County, Florida, and will be developed as a
Residential Planned Unit Development (RPUD) to be known as the Kaicasa RPUD, The property is located within
the Immokalee Planning Community. The proposed development will consist of up to 400 residential dwelling units
in the foml of single-family attached or detached, zero lot line, two-family, duplex, or multifamily housing. The
proposed development will be in compliance with the goals, objectives and policies set forth in the Collier County
Growth Management Plan (GMP) for the following reasons:
1. The subject property is within the Immokalee Urban Area, as depicted on the countywide Future Land Use
Map, and is designated High Residential District on the Immokalee Area Master Plan (lAMP) Future Land Use
Map, According to the lAMP, the purpose of the High Residential District is to provide for a district of high density
residential development. Residential dwellings shall be limited to multi-family structures and less intensive units
such as single family and duplexes provided they are compatible with the district A density less than or equal to
eight (8) dwelling units per gross acre is permitted, The proposed residential development is consistent with the
parameters described in the lAMP for the High Residential District, and satisfies Objective ILl of the lAMP,
2. The proposed road and sidewalk system for the project provides for movement of pedestrians, motorized, and
non-motorized vehicles consistent with Objective VLI of the lAMP. In accordance with GMP Future Land Use
Element Policy 7.3, location of a proposed interconnection point with the adjacent Farmworkers Village property is
shown (FLUE) on the master plan,
3. The project development is compatible and complementary to existing and future surrounding land uses as
required in Policy 5,4 of the FLUE, The proposed residential project will be consistent with the only existing
adjoining development which is the Farmworker's Village residential project to the west. The Imrnokalee Future
Land Use Map designates property to the north, east and west as High Residential and property to the south as Low
Residential. The proposed development will be consistent with all these designations for future use of surrounding
properties.
4, The project development shall comply with stormwater quality and quantity standards described in the Drainage
Sub-Element of the Public Facilities Element. The site is designed to include preserved native vegetation, consistent
with Goal IV of the lAMP,
5, The projected density of 4 dwelling units per acre (DU/A) is in compliance with the lAMP based on the
following relationships to required criteria:
Density per High Residential designation
on Immokalee Future Land Use Map
8 DU/A
Affordable housing density bonus
(100% are for low income households)
8DU/A
Permitted density
16 DU/A
PROPOSED DENSITY 4 DU/A
400 units on 100:!: acres (gross acreage for residential use)
6, The provision of affordable housing in this development is consistent with Goal I of the Housing Element of
the GMP and Goal III of the lAMP by creating affordable housing for residents of Collier County, including low
and moderate income persons, rural residents, and farmworkers. The proposed project increases the number of
affordable housing units to meet the housing needs of the County which is consistent with Objective I of the
Housing Element.
7, All final local development orders for this project are subject to the Collier County Adequate Public Facilities
Ordinance in accordance with Policy II. 1.2 of the lAMP,
ii
17 C
SECTION I
PROPERTY OWNERSHIP AND DESCRIPTION
1.1 PURPOSE
The purpose of this Section is to set forth the location and o\Vllcrship of the property, and to describe the existing
conditions of the property proposed to be developed under the project Ilame ofKaicasa RPUD.
1.2 LEGAL DESCRIPTION
The subject property, being 100i. acres, is described as:
That portion of referenced parcel 8 in Section 13, Township 47 South, Range 29 East, and that
portion of referenced parcel 8 in Section 12, Township 47 South, Range 29 East, Collier County,
Florida, described in O,R, Book 2153, Page 1901, being more partIcularly described as follows:
Beginning at a 4" by 4" concrete monument found marking the Southwest corner of said Section
12; thence North 02013'13" West along the West line of Southwest 1/4 of said Section 12, a
distance of 2670.91 feet to a 4" x 4" concrete monument found marking the Northwest comer of
the Southwest 1/4 of said Section 12; thence North 02013'27" West along the West line of the
Northwest 1/4 of said Section 12 , a distance of 179,09 fee!'thence departing said West line, North
87'46'47" East a distance of 1235.30 feet; thence South 02013'13" East along a line 1235.30 feet
East of and parallel with the West line of the Southwest 1/4 of said Section 12 a distance of
4193,59 feet to the Northerly maintained right,of,way line of State Road No, 29; thence North
45003'20" West along said Northerly line a distance 01'730,92 feet; thence North 44'55'22" West
to an intersection with the Westerly line of said Section 13, a distance of 1088.66 feet; thence
North 02'19'02" West along said Westerly line, a distance 01'7,56 feet to the point of beginning
LESS AND EXCEPT THEREFROM all right, title and interest of the Grantor, if any, in and to the
oil, gas and minerals of every kind or character located in, on or under, or that may be produced
from said property,
A site location map is provided as EXHIBIT I,
1.3 PROPERTY OWNERSHIP
The subject property is currently under the ownership of:
Habitat for Humanity of Collier County, Inc,
11145 Tamiami Trail East
Naples, FL 34113
1.4 GENERAL DESCRIPTION OF PROPERTY AREA
A, The project site is located at the southwest comer of Section 12, Township 47 South, Range 29 East aud at
the northwest comer of Section 13, Township 47 South, Range 29 East The project entrance is along the
north side of State Road 29, just east of Village Oaks Elementary School, and approximately 2 miles east
of the intersection of State Road 29 and County Road 846,
B, The zoning classification of the subject property prior to the date of this approved RPUD Document was
A,MHO, Rural Agricultural with Mobile Home Overlay,
I-I
1.5. PHYSICAL DESCRIPTION
17 r,
The project site is located within the South Florida Water Management District. The natural drainage of the site is
in a south and southeasterly direction, to the S.R. 29 canal along the project's southern border. The canal, in turn,
discharges into the Fakahatchee Strand Preserve. The application includes a water management report and plan.
Water management for the proposed project is planned to utilize existing wetland features with added capacity in
lakes. Elevations within the project site range from 21 to 29 feet above mean sea level. Most of the site, however,
has an elevation within 25 to 27 feet. The entire site is in Flood Zone A according to Firm Map Panel Number 150
(1202ICOlSOG) dated November 17,2005,
The soil types on the site include Chobee, Winder, and Gator soils, depressional (approximately 28 percent), and
Wabasso fine sand (approximately 72 percent), Soil characteristics were derived from the USDAINRCS Soil
Survey for Collier County, Florida,
1.6, PROJECT DESCRIPTION
The project is a residential neighborhood of 400 single-family attached or detached, zero lot line, wo-family,
duplex, or multifamily dwelling units designed with attention to natural site features. The project includes
residential areas, streets, water management features, preserve areas and a recreation area. The site shall be
designed, permitted and developed in phases through estimated buildout in 2009,
1.7, SHORT TITLE
This Ordinance shall be known and cited as the "Kaicasa Residential Planned Unit Development Ordinance,"
1-2
17 r
,
SECTION II
PROJECT DEVELOPMENT REQUIREMENTS
2,1. PURPOSE
The purpose of this Section is to delineate and generally describe the project plan of development, relationships to
applicable County ordinances. the respective land uses of the tracts included in the project, as well as other project
relationships.
2.2, GENERAL
Regulations for development of the Kaicasa RPUD shall be in accordance with the contents of this Document,
RPUD- Residential PlaIUlcd Unit Development District and other applicable sections and parts of the Collier County
Land Development Code (LDC) and GMP in effect at the time of building pennit application, Where these
regulations fail to provide developmental standards, the provisions of the most similar district in the LDC shall
apply,
2.3. DESCRIPTION OF PROJECT PLAN AND PROPOSED LAND USES
A, The project Master Plan, including layout of streets and use of land for the various tracts, is illustrated
graphically by EXHIBIT 2, RPUD Master Piau, There shall be residential land use tracts, plus necessary
water management lakes, street rights-of-way, the general configuration of which is also illustrated by
EXHIBIT 2,
TABLE 1
Project Land Use
Residential
TYPE
Single, family attached or
detached, zero lot line,
two' family, duplex,
or multifamily dwelling
units
UNITS
400 DU
ACREAGE
48.05 ACRES
Lakes
9,02 ACRES
Preserve
Preserves (minimum 24, I acres)
induding upland buffers
30.18 ACRES
Roads/Right-of-Way
12.75 ACRES
100.00 TOTAL ACRES
B. Areas illustrated as lakes on EXHIBIT 2 shall be constructed as lakes, or upon approval, parts thereof may
be constructed as shallow, intermittent wet and dry depressions for water retention purposes. Such lakes
and intermittent wet and dry areas shall be in the same general configuration and contain the same general
acreage as shown by EXHIBIT 2. Minor modification to all tracts, lakes or other boundary may be
permitted at the time of plat or site development plan approval, subject to the provisions of the LDC or as
otherwise pennitted by this RPUD Document,
C. In addition to tracts shown on EXHIBIT 2, such easements as necessary (utility, private, or semi'public)
shall be established within or along the various tracts as may be necessary.
II-I
17C
2.4. DESCRIPTION OF PROJECT DENSITY OR INTENSITY OF LAND USE
A maximum of 400 residential dwelling units shall be constructed in the total project area.
The gross project area is 100i: acres. The gross project density, therefore, will be a maximum of 4 dwelling units
per acre.
2.5. RELATED PROJECT PLAN APPROVAL REOUlREMENTS
EXHIBIT 2. RPUD Master Plan, constitutes the required RPUD development plan, Subsequent to or concurrent
with RPUD approval, a site development plan and/or subdivision plat shall be submitted for the project
II-2
17 C
SECTION III
RESIDENTIAL AREAS PLAN
3.1. PURPOSE
The purpose of this Section is to identify specific development standards for areas designated as residential tracts on
EXHIBIT 2.
3.2. MAXIMUM DWELLING UNITS
A maximum of 400 dwelling nnits shall be allowed within the Kaicasa RPUD,
33. USES PERMITTED
No building or structure, or part thereof, shall be erected, altered or used, or land used, in whole or part, for other
than the following:
A, Principal Uses:
(I) Single,family detached dwelling units (A bnilding which contains only one dwelling unit and is
intended, designed, used and occupied by no more than one family);
(2) Zero lot line dwelling units (A single, family attached or detached dwelling structure on
individually platted lots which provides a side yard on one side of the dwelling and no yard on the
other);
(3) Two-family dwelling units (A single, freestanding conventional building intended, designed, used
and occupied as two dwelling units attached by a common wall or roof, but wherein each unit is
located on a separate lot under separate ownership);
(4) Duplex dwelling units (A single, freestanding, conventional building on a single lot, which
contains only two dwelling units and is intended, designed, used and occupied as two dwelling
units under single ownership, or where each dwelling unit is separately owned or leased but the lot
is held under common ownership);
(5) Single-family attached dwelling units;
(6) Multi,family dwelling units,
B. Accessory Uses:
(I) Customary accessory uses and structures, including private garages.
(2) Common recreation amenities and play areas.
3.4. DEVELOPMENT STANDARDS (See Table II)
A, GENERAL: All setbacks shall be in relation to the lot boundaries, except as otherwise provided (See
Table II, Schedule of Development Standards),
B, BUILDING HEIGHT: Building height shall be measured from the finished first floor elevation to the
highest point of the roof surface of a flat or Bermuda roof, to the deck line of a mansard roof and to the
mean height level between eaves and ridge of gable, hip, and gambrel roofs,
C. GARAGE REOUIREMENT: A minimum of a single car garage is required for each dwelling unit.
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27 C
TABLE 2
Development Standards for Residential Areas
Single- Zero Two- Duplex ~ unit is Single-Family Multi-family
Family Lot Family ree simple, lot Attached
Detached Line fee IS common
simple ownership
lot
PRINCIPAL STRUCTURES
Minimum Lot Area 3,000 s,[, 3,000 3,000 s,[, 7,000 s,[, 1,700 s,[, 9,000 s,[,
s,[,
Minimum Lot Width] 35 feet 35 feet 35 reet 70 feet 17 feet 90 feet
Minimum Floor Area 900 s,[, 900 s,f 900 S,[, 900 s,[, 900 s, f 750 s,[,
Front Yard Setback' 20 feet 20 feet 20 reet 20 feet 20 feet 20 feet
Side Yard Setback3 5 reet o feet or o reet or 5 feet 10 feet 10 feet
5 reet 5 feet
Rear Yard Setback 4 15 reet 15 feet 15 feet 15 feet 15 feet 15 reet
Preserve Setback' 25 feet 25 feet 25 feet 25 feet 25 reet 25 feet
Maximum Building Height 35 feet 35 reet 35 feet 35 feet 35 reet 35 feet
2 stories 2 stories 2 stories 2 stories 2 stories 2 stories
Minimum Distance 10 reet 10 feet 10 feet 10 reet 10 reet 10 reet
Between Principal
Structures
ACCESSORY STRUCTURES
Front Yard Setback S,P,S, S,P,S, S,P,S, S,P,S, S,P,S, S,P,S,
Side Yard Setback S,P,S, S,P,S, S,P,S, S,P,S, S,P,S, S,P,S,
Rear Yard Setback 5 feet 5 feet 5 reet 5 reet 5 reet 5 feet
(Accessory)
Preserve Setback' 10 reet 10 feet 10 reet 10 reet 10 reet 10 feet
Maximum Building Height 35 feet 35 feet 35 feet 35 reet 35 feet 35 feet
2 stories 2 stories 2 stories 2 stories 2 stories 2 stories
Minimum Distance o reet or 10 o reet or o feet or o reet or 10 feet o reet or 10 reet o feet or 10
Between Principal and feet 10 reet 10 reet feet
Accessory Structures 7
] On cuI de sac lots and lots on the inside part of a curved street, minimum lot width may be reduced by 25%,
, A minimum of 23 feet from edge or sidewalk to the garage must be provided, or 23 feet from edge of pavement
where no sidewalk is provided, except that side loaded garages may be 20 feet from property line if the applicant
demonstrates that 2 vehicles can be adequately parked on a driveway without overhanging onto the sidewalk
3 For fee simple lots created as single family attached, zero lot line, or two family housing units, no side yard shall
be required between interior units of a unified principal structure, and the required side yard shall be measured from
the exterior wall of the principal structure. A minimum 10 foot separation between principal structures shall be
maintained.
4 For lots adjacent to a lake, 0 feet from the lake maintenance easement. No structures are permitted in the required
20 foot lake maintenance easement.
S Preserve setback for principal structures also applies to under roof attached structures part of the primary structure.
6 Preserve setback requirements of 10 feet for accessory structures also apply to any site alteration, although fill may
be approved to be placed within 10 feet of the upland preserve but may not be approved to be placed within 10 feet
of a wetland preserve, unless it can be demonstrated that it will not negatively impact that wetland,
7 Attached accessory lanais or roofed screened areas qualify for a-foot separation. Detached accessory structures
require a minimum ofa la-foot separation.
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Development Standards Notes:
S.P .s.: Same as Principal Structure
Minimum lot areas for any unit type may be exceeded. The unit type, and not the minimum lot area, shall define the
development standards to be applied by the Customer Services Department during an application for a building
pennit.
III-)
17 C
SECTION IV
PRESERVE AREA
4.1. PURPOSE
The purpose is to preserve and protect native vegetation and naturally functioning habitat such as wetlands in a
natural or enhanced state. The Master Plan shows up to 30.18 acres of preserved native vegetation, a minimum of
which 30.0 acres will be delineated as preserve tracts in final design and platting. This satisfies the LDC minimum
requirement of 25%, or 24.11 acres, to be dedicated as preserve area in the Kaicasa RPUD.
4.2. USES PERMITTED
No building or structure or part thereof, shall be erected altered or used, or land used, in whole or in part, for other
than the following, subject to regional state and federal permits, when required:
A. Principal Uses:
(I) Open spaces/nature preserves;
(2) Water management structures;
(3) Boardwalks snbject to appropriate approvals by permitting agencies, however snch structures shall
not reduce the retained native vegetation below the minimum required.
IV-l
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SECTION V
DEVELOPMENT COMMITMENTS
5.1. PURPOSE
The purpose of this Section is to set forth the development commitments related to development of the Kaicasa
RPUD,
5.2. GENERAL
All facilities shall be constructed in accordance with final subdivision plats and all applicable state and local laws,
codes, and regulations applicable to this RPUD. The developer, its successor or assigns shall be responsible for the
commitments outlined in this Document.
The developer. its successor or assigns shall follow the Master Plan and the regulations of the RPUD as adopted,
and any other conditions or modifications as may be agreed to in the rezoning of the property. In addition, any
successor or assigns in title shall be subject to any commitments within this Document.
5.3. RPUD MASTER PLAN
A, EXHIBIT 2. RPUD Master Plan, illustrates the proposed development and is conceptual in nature,
Proposed tract, lot or land use boundaries shall not be construed to be final and may be varied at any subsequent
approval phase such as final platting or site development plan application. Amendments may be made subject to the
provisions of the LDC.
B. All necessary easements, dedications, or other instruments shall be granted to ensure the continued
operation and maintenance of all service utilities and all cornmon areas in the project.
5.4. SCHEDULE OF DEVELOPMENTIMONITORING REPORT AND SUNSET PROVISION
A, The structures within the Kaicasa RPUD is proposed to be constructed beginning in mid 2007 with
completion in 2009, The Kaicasa RPUD shall be subject to the PUD Sunset Provisions of the LDC.
B. All of the dwelling units constructed within the Kaicasa RPUD shall be committed to occupancy by income
restricted households at or below 60% of the median annual household income in Collier County at the time of
construction, Covenants and restrictions shall be applied to all of the dwelling units within the Kaicasa RPUD to
ensure affordability of all dwelling units for a period of at least fifteen (15) years from the date of issuance of a
certificate of occupancy (CO),
C. By the time building permits for 100 residential units are issued, the developer shall have constructed at
least one playground area in the location shown on the RPUD Master Plan,
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17C
5.5. TRANSPORTATION
A. The minimum right, of, way width for local streets within the Kaicasa RPUD shall be 50 feet, and street
intersections shall be provided with a minimum of a 20-foot radius (face of curb) for all internal streets and
a 35-foot radius for intersections at the project entrance. Tangents shall not be required between reverse
curves on any project streets.
B. All traffic control devices, signs, pavement markings and design criteria shall be in accordance with Florida
Department of Transportation (FDOT) Manual of Uniform Minimum Standards (MUMS), current edition,
FOOT Design Standards, current edition, and the Manual on Uniform Traffic Control Devices (MUTCD),
current edition. All other improvements shall be consistent with and as required by the Collier County
LDC.
C. Arterial level street lighting shall be provided at the development main access point. Access lighting shall
be in place prior to the issuance of the first permanent certificate of occupancy (CO).
D. Access points, including both driveways and proposed streets, shown on the RPUD Master Plan are
considered to be conceptual. Nothing depicted on the Master Plan shall vest any right of access at any
specific point along any property frontage. All such access issues shall be approved or denied during the
review of required subsequent site plan or final plat submissions. All such access points shall be consistent
with the Collier County Access Management Policy (Res, No, 01,247), as it may be amended from time to
time, and with the Collier County Long Range Transportation Plan. The number of access points
constructed may be less than the number depicted on the Master Plan; however, no additional access points
shall be considered unless a PUD amendment is to be processed.
E. In accordance with GMP, Future Land Use Element, Policy 7.3, location of a proposed interconnection
point with the adjacent Farmworkers Village property is shown on the Master Plan.
F. Site-related improvements (as opposed to system-related improvements) necessary for safe ingress and
egress to this project, as determined by Collier County, shall not be eligible for impact fee credits, All
required improvements shall be in place and available to the public prior to the issuance of the first CO.
G, All proposed median opening locations shall be in accordance with the Collier County Access Management
Policy (Resolution No, 01,247), as it may be amended, and the LDC, as it may be amended, Collier
County reserves the right to modify or close any median opening existing at the time of approval of this
RPUD which is found to be adverse to the health, safety and welfare of the public, Any such modifications
shall be based on, but are not limited to, safety, operational circulation, and roadway capacity.
H. Nothing in any development order shall vest a right of access in excess of a right-in/right-out condition at
any access point. Neither shall the existence of a point of ingress, a point of egress or a median opening,
nor the lack thereof, be the basis for any future cause of action for damages against the County by the
developer, its successor in title, or assignee.
I. All internal roads, driveways, alleys, pathways, sidewalks and interconnections to adjacent developments
shall be operated and maintained by an entity created by the developer, and Collier County shall have no
responsibility for maintenance of any such facilities.
J. If any required turn lane improvement requires the use of any existing County right-of-way or easement,
compensating right-of-way shall be provided without cost to Collier County as a consequence of such
improvement.
5.6. STORMW ATER MANAGEMENT
A. The Kaicasa RPUD conceptual surface water management system is described in the Water Management
Report, which has been included in the RPUD rezone application materials. Water management
V-2
17 C
infrastructure will be owned, operated and maintained by the developer until conveyed to the property
owner association.
B. A 100 foot wide drainage and maintenance easement, along the southern property line to encompass the
existing canal and provide maintenance access along the northern bank, shall be conveyed to Collier
County prior to issuance of the first CO.
5.7. UTILITIES
A. Water distribution, sewage collection and transmission systems shall be constructed throughout the project
by the developer. Potable water and sanitary sewer facilities constructed within the platted rights-of-way or
within dedicated utility easements shall be conveyed to the Irnrnokalee WateT and Sewer District.
B. Upon completion of the utility facilities, they shall be tested to ensure they meet the Irnmokalee Water and
Sewer District construction requirements in effect at the time construction plans are approved.
c. All customers connecting to the potable water and sanitary sewer system shall be customers of Irnmokalee
Water and Sewer District.
5.8. ENVIRONMENTAL
A, The Kaicasa RPUD shall comply with the guidelines and recommendations of the U,S, Fish and Wildlife
Service (USFWS) and Florida Fish and Wildlife Conservation Commission (FWCC) regarding potential
impacts to protected species on-site. A habitat management plan for protected species, including bear and
panther, shall be submitted to Environmental Services Staff for review and approval prior to final
construction plan approval.
B. Areas that fulfill the native vegetation retention standards and criteria of the GMP shall be set aside as
preserve areas. All preserve areas shall be identified as separate tracts and be protected by a pennanent
conservation easement to prohibit further development. All preserve areas shall be designated as preserve
tracts on all construction plans and shall be recorded on the plat with protective covenants per or similar to
Section 704,06 of the Florida Statutes, Conservation easements shall be dedicated on the plat to the
Kaicasa homeowners' association, or like entity, for ownership and maintenance responsibility and to
Collier County with no responsibility for maintenance.
v-}
SECTION VI
l'1r
DEVIATIONS
Deviation #1 seeks relieffrom LDC Section 6,06,01.0 (also Construction Standards Manual as revised in Supp, 17,
03,55) which requires minimum local street right,of,way width of 60 feet
Section S,S,A, of the RPUD Document states, "The minimum right-of,way width for local streets within the Kaicasa
RPUD shall be 50 feet." This deviation is justified because of the small,sca!e setting of the neighborhood, This
addresses concerns that a larger road right-of-way is conducive to higher speeds, and physical design of the broader
road right,of,way becomes less articulated and does not relate to the neighborhood scale, A SO,foot right,of,way for
a residential street can successfully facilitate movement of the vehicular, pedestrian and bike traffic while
accommodating all utility and drainage needs. The 50-foot right-of-way accomplishes traffic calming to provide a
safer transportation system within the community. This dimension for a neighborhood right-of-way accommodates
all the standard roadway functions so that the development is compact, and open spaces can be concentrated in areas
of the property for enhanced environmental quality.
Deviation #2 seeks relief from LDC Section 6.06.02, which requires construction of 5-foot wide sidewalks on both
sides of local streets.
One 5-foot wide sidewalk is proposed on one side of the street within those portions of Kaicasa RPUD where there
are no lots, where lots exist on only one side of the street. In all other areas, sidewalks would be placed on both
sides of the street. This facilitates pedestrian mobility while limiting the extent of impacts created by sidewalks on
both sides of the streets. The proposed sidewalks serve the purpose of connecting residents within the neighborhood
to on-site destinations as well as off-site to Farmworker's Village. This deviation will not adversely impact
pedestrian mobility for the project, and will reduce wetland impacts and reduce impervious areas for better water
quality and storm attenuation.
Deviation #3 seeks relief from the Construction Standards Manual as revised in Supp, 17,03,55, which requires
tangents for all streets between reverse curves, unless otherwise approved by the connnunity development and
environmental services division administrator.
Section S,S,A of the RPUD Document states, "Tangents shall not be required between reverse curves on any project
streets." This deviation is justified because it is consistent with the Code provision for administrative discretion.
The streets within the Kaicasa RPUD are not at a traffic capacity or speed level to require tangents between reverse
curves. The site is designed with straight section curves and no super-elevated curves. With a speed limit of 25
miles per hour, the design promotes traffic calming,
VI-l
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t1ABITAT
FOR HUMillNrrY
K.ak:a6aRPUD
COlIer county,
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EXHIBIT 1
17 C
COLLIER LAND HOLDINGS. LTD
8
10' TYPE "A"
BUFFER
LAND USE KEY
R
! H1GHRESIOENTlAL I
RESIDENTIAL (R)
-Sing!eFamily, Allachedor
Delached
-Two Family
-ZaroLotLine
-Duplex
-Multifamily
-Common Araa
-OpanSpace
-WalsrManagementArBas.
-TQILotRecreationArea
10' TYPE "A"
BUFfER
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..- - BUFFER ~
HIGH
RESIDENTIAL
LEGEND
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0 125' 250' 500'
, ,
SCALE: 1" ... 500'
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I I COLLIER LAND
R I I \ HOLDINGS. L TO
\ 8
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C]PRESERVEAREA.
D WATERMANAGEME~AREA
-RPUOaOUNDARY
8 ,
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10' TYPE .D~ ,
BUFFER I
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COLLIER COUNTY , "
HOlJSING AUTHORllY ,
FARMWORKER'S
VILLAGE l,
EV
- - - RIGHT_OF_WAY
@ ADjACENTZON1NGCLASSIFlCAHON
I LUC I ADJACENT lAND USE CtASSIFICATlQN
PROJECT LAND USE
" P.R'ESERVE
RESIDENTIAL USE AREA
LAKE
PRESERVE'
ROADSlROW
TOTAL NET ACREAGE
48.05AC:t
9.02AC:t
30,18AC:t
12.75AC:t
100.00ACi:
IMPERVIOUS AREA 23.50 ACt
MINIMUM OPEN SPACE(60",I,) 60.00 ACi:
400 UNITSf100 AC. '" 4 UNITS PER ACRE
R
RPUD MASTER PLAN NOTES
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I.Opcn ~pace5hall includeaclivelllllip05.9ivcn::crealiOllarrusuch as plnygrounds,
golfcouf1;cs,henchfronlagc,walcrwayslaguonll,floodplnins,lI<IlUfclllliI9andolhcr
,inlilinropcn ~pIlCCS, including an:a,selasidctbrprescrvolionofnalivevegelation&
landscapedllTCllS
2_ The RPUD mnslCr plan slulU be consid=d conceplUBl in nllluro.
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3. The total number of dwelling unils illimited 10 a mlll(imwn of400 unilt.
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4. The design and permitting ofall improVements within the right..,r-wllyorStatQ
Road 29 ilulll be in lICeordlmee with the I'loridll Depllflmeni ofTrarispnrtallon
requirements.
S. Within the Knie..... RPUD, 0 60% minimumllpcn Spiel: shall oollehieved ol/urlbe
whole developmenl. A minimum 25% nolive vege!allOll sllllll be TClaim:d otHiie III
inelude welrolld prcservcsanduplandprcsefVe'loaCCllrd:mcewilhCollicrCnunly
Land Development ClIde.
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StLVER STRANO III
PARTNERSHIP
8
CDC LAND
INVESTMENTS, INC.
e
*A MINIMUM Of 3Q.O ACRES W1u. BE
DELlNEA lED FOR THE PURPOSE or PRESERVE
TRACTS IN THE FINAL DESIGN AND PLA TTlNG.
A MINIMUM OF 24.11 ACRES IS REQUIRED PER
THE LDC NATIVE VEGETATlON RETENTlON
REQUIREMENT ON SIIE,
I LOW RESIDENTIAL
JOHNS tJN
ENGINEERING
2350 STANFORD COURT
NAPLES, FLORIDA 34112
PHONE (239) 434-0333
FAX (239) 434-9320
E.8. 1642 &: LB. 1642
KAICASA RPUD
MASTER PLAN
0'"
OCT 2006
EXHIBIT 2
EXHIBIT 2
17 C
STATE OF FLORIDA)
COUNTY OF COLLIER)
I, DWIGHT E. BROCK, Clerk of Courts in and for the
Twentieth Judicial Circuit, Collier County, Florida, do
hereby certify that the foregoing is a true and correct
copy of:
ORDINANCE 2007-34
Which was adopted by the Board of County Commissioners
on the 27th day of March, 2007, during Regular Session.
WITNESS my hand and the official seal of the Board of
County Commissioners of Collier County, Florida, this 3rd
day of April, 2007.
DWIGHT E. BROCK '.',
Clerk of Courts' and"ClEirk
Ex-officio toe B):\<4r& oft.
County CommiS;Sitliiers
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Polaski,
Deputy Clerk