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TDC Agenda 06/28/2021
COLLIER COUNTY Tourist Development Council AGENDA June 28, 2021 9:00 AM Board of County Commission Chambers Collier County Government Center 3299 Tamiami Trail East, 3rd Floor Naples, FL 34112 Councilor Jared Grifoni, Chair Clark Hill, Vice-Chair Commissioner Andy Solis Susan Becker Amanda Cox Nancy Kerns Kathleen Brock Edward (Ski) Olesky Councilman Michael McCabe All interested parties are invited to attend, and to register to speak and to submit their objections, if any, in writing, to the Council prior to the meeting if applicable. For more information, please contact Jack Wert at (239) 252-2402. 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 3335 Tamiami Trail East, Suite 101, Naples, FL 34112-5356, (239) 252-8380. Public comments will be limited to 3 minutes unless the Chairman g rants permission for additional time. Collier County Ordinance No. 99-22 requires that all lobbyists shall, before engaging in any lobbying activities (including, but not limited to, addressing the Board of County Commissioners before the Board of County Commissioners and its advisory boards, register with the Clerk to the Board at the Board Minutes and Records Department. June 2021 Collier County Tourist Development Council Page 2 Printed 6/23/2021 1. Call to Order 2. Pledge of Allegiance 3. Roll Call 4. Agenda and Minutes A. Changes and Approval of Today's Agenda B. Approval of prior TDC Meeting Minutes 1. May 24, 2021 TDC Meeting Minutes 5. Presentations A. Parks TDC Capital Projects Updates Presentation B. Gulfshore Playhouse Building Presentation 6. Consent Agenda - All Matters listed under this agenda 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 Council, that item will be moved from the Consent Agenda and considered separately under New Business or Old Business. A. Coastal Zone Management B. Beach Park Facilities C. Tourism Division 7. New Business A. Recommendation to approve the Tourist Development Council Grant application requests from the City of Naples, the City of Marco Island and Collier County for FY2021-2022 in the amount of $8,343,400; budget these expenditures; approve an Agreement with the City of Naples; and make a finding that these expenditures promote tourism. B. Recommendation to approve the FY 21/22 10-Year Capital Planning document for Fund 195-Beach Renourishment and Pass Maintenance and Fund 185 Program Management and Administration and make a finding that these expenditures promote tourism. C. Recommendation to authorize expenditure of Tourist Development Tax funds for Clam Pass maintenance in the amount of $357,739.80 for Option 2 for construction, engineering and surveying, monitoring, and permitting, authorize the necessary budget amendments, and make a finding that this item promotes tourism. June 2021 Collier County Tourist Development Council Page 3 Printed 6/23/2021 D. Recommendation to approve a proposal with Humiston & Moore Engineers to provide professional support services for the application of a modification to Permit No. 0142538- 018-JM to allow dredged sand to be placed on Delnor-Wiggins State Park beach, under the current library services contract 18-7432-CZ, for time and material not to exceed $36,102.00, authorize the necessary budget amendment and make a finding that this item promotes tourism. E. Discuss canceling TDC Meeting for August 2021 F. Recommendation to approve the use of Tourist Development Tax Promotion Funds to support the upcoming September 2021 Sports Tourism Event up to $3,820 and make a finding that this expenditure promotes tourism. G. Recommendation to award Request for Proposal (RFP) 21-7860 “Tourism Research Services” to Downs & St. Germain Research, Inc.; and make a finding that this action promotes tourism. H. Recommendation to approve the reallocation of previously approved Beach Park Facilities funding within the existing Barefoot Beach Parking and Road project and to make the finding that the expenditures promote tourism. I. Recommendation to approve the FY 22 Proposed Tourism Division budget and make a finding that this action promotes tourism. 8. Old Business 9. Marketing Partner Reports A. Part 1 1. Marketing Partner Report B. Part 2 1. Marketing Partner Report 10. Council Member Discussion 11. Tourism Staff Reports A. Tourism Staff Reports 12. Detailed Staff Reports 13. Next Scheduled Meeting A. Next Meeting Date July 26, 2021 14. Adjournment 06/28/2021 COLLIER COUNTY Collier County Tourist Development Council Item Number: 4.B.1 Item Summary: May 24, 2021 TDC Meeting Minutes Meeting Date: 06/28/2021 Prepared by: Title: Administrative Assistant – Tourism Name: Jennifer Leslie 06/14/2021 10:50 AM Submitted by: Title: Division Director – Tourism Name: Jack Wert 06/14/2021 10:50 AM Approved By: Review: Tourism Jennifer Leslie Tourism Division Completed 06/14/2021 10:50 AM Corporate Business Operations Jennifer Reynolds Additional Reviewer Completed 06/14/2021 10:51 AM Tourism Jack Wert Director Completed 06/14/2021 11:49 AM County Manager's Office Sean Callahan Executive Director Completed 06/17/2021 7:50 AM County Attorney's Office Colleen Greene Attorney Review Completed 06/18/2021 3:51 PM Tourist Development Council Jack Wert Meeting Pending 06/28/2021 9:00 AM 4.B.1 Packet Pg. 4 May 24, 2021 1 MINUTES OF THE COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL MEETING Naples, Florida, May 24, 2021 LET IT BE REMEMBERED the Collier County Tourist Development Council in and for the County of Collier, having conducted business herein, met on this date at 9:00 AM in a REGULAR SESSION in Building “F” of the Government Complex, Naples, Florida with the Following members present: Chairman: Commissioner Andy Solis Vice Chairman: Clark Hill Amanda Cox (Zoom) Susan Becker Kathleen Brock Ed (Ski) Olesky Michael McCabe (Zoom) Jared Grifoni (Zoom) Nancy Kerns ALSO PRESENT: Jack Wert, Tourism Director Paul Biernes, Deputy Director of Tourism Andy Miller, Manager, Coastal Zone Management Colleen Greene, Assistant County Attorney Jennifer Leslie, Tourist Development Tax Coordinator Buzzy Ford, Digital and Social Media, CVB Barry Williams, Director of Parks and Recreation 4.B.1.a Packet Pg. 5 Attachment: TDC May 24 (16270 : May 24, 2021 TDC Meeting Minutes) May 24, 2021 2 Any persons in need of the verbatim record of the meeting may request a copy of the video recording from the Collier County Communications and Customer Relations Department or view online. 1. Call to Order – Commissioner Solis Commissioner Solis called the meeting to order at 9:00 A.M. Mr. Olesky moved to allow Mr. McCabe, Mr. Grifoni and Ms. Cox to participate in the meeting via Zoom due to an extraordinary circumstance. Second by Mr. Hill. Carried unanimously 6 – 0. 2. Pledge of Allegiance Pledge of Allegiance was recited. 3. Roll Call A quorum was established. 4. Agenda and Minutes A. Changes and Approval of Today’s Agenda Mr. Olesky moved to approve the Agenda subject to the following changes: Item 5.B.1 – Friends of Fakahatchee Boardwalk Project Item 5.C – Report on US Open Championships Item 9.A.1 – 2020 Annual Report Video Second by Ms. Kerns. Carried unanimously 9 – 0. B. Approval of prior TDC Meeting Minutes 1. Regular Meeting April 26, 2021 Ms. Kerns moved to approve the minutes of the April 26, 2021 meeting as presented. Second by Ms. Brock. Carried unanimously 9 – 0. 5. Presentations/Public Comment - (3 minutes each) A. Sea Turtle Protection Program - Parks & Rec Barry Williams, Director of Parks and Recreation reported that the County is preparing for the upcoming Memorial Day holiday weekend including clean ups and painting of beach park facilities. He noted that staff is investigating the feasibility of supplying “Mobi-Mats” at certain locations to facilitate visitor access to the beach. Maura Kraus, Principal Environmental Specialist presented the PowerPoint “Collier County Sea Turtle Protection Program – Collier County Parks and Recreation Division 2021” for informational purposes and provided an update to the County’s program to protect the endangered species. She noted there is a growing public interest in the activity including observations by beach goers as Staff undertakes their work to protect the nests on the beach. During Council discussion, the following was noted: That the County has implemented and extensive volunteer program which aids staff in completing their tasks. There are certain beach areas in the County where the turtles frequent to nest due to the favorable conditions (i.e. Naples beaches and Sand Dollar Island). The area hoteliers do encourage their visitors to respect the nests and many of them request additional information on the activity for an eco tourism experience - Ms. Kraus noted that 4.B.1.a Packet Pg. 6 Attachment: TDC May 24 (16270 : May 24, 2021 TDC Meeting Minutes) May 24, 2021 3 visitors interested are encouraged to witness activities as an educational outreach component of the program. Their work is coordinated with the beach project activities undertaken by Coastal Zone Management to ensure the nesting areas are protected. B. Friends of the Fakahatchee Kiosk Project Tom Mashe and Francine Stevens, Friends of the Fakahatchee provided the following updates: Installation of Kiosks - Work being undertaken to install “way finding” kiosks in the park, which is the largest State Park in Florida. There are 5 kiosks proposed with 4 completed to date and, a TDC grant of $47,000 was utilized for construction of the structures while the Friends of the Fakahatchee provided the $24,000 required for permitting. B.1 Friends of Fakahatchee Boardwalk Project Tom Mashe and Francine Stevens, Friends of the Fakahatchee provided an update on new facilities being constructed in the park including a new parking lot, visitor pavilion with restrooms, interpretive signs, outdoor classroom, etc. The pavilion utilizes a solar powered electrical system with all improvements designed to increase visitation. Their organization is comprised of 375 member volunteers who help support the Park. They thanked the TDC for their support for the ongoing endeavors at the Park. C. US Open Pickleball Championships Chris Evon of Spirit Promotions, LLC presented the PowerPoint “TDC Meeting 2021 US Open Pickleball Recap” and provided an update on the tournament noting: That the 2021 event saw 2,100 players and approximately 24,000 spectators who attended events. The average stay of visitors was 6 days with 40 percent of those staying more than 7 nights The visitors have a tendency to travel in groups and participate in various other activities in the area such as sightseeing, shopping, dining, beach going, etc. Data indicates that 48 states were represented and 3,300 room nights were generated from the event. The event included a live broadcast of the championship matches on the CBS sports network, ongoing live streamed internet coverage, radio events hosted by Sirius radio and a feature in Pickleball Magazine. Future improvements include a welcome center, new bathrooms, new shower areas, upgrades to the parking areas, etc. She thanked the TDC for their support and reported that former BCC Member Donna Fiala was awarded the “US Open Impact Award.” 6. Consent Agenda All matters listed under this agenda 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 Council, that item(s) will be moved from the Consent Agenda and considered separately under New Business or Old Business. A. Coastal Zone Management None 4.B.1.a Packet Pg. 7 Attachment: TDC May 24 (16270 : May 24, 2021 TDC Meeting Minutes) May 24, 2021 4 B. Beach Park Facilities None C. Tourism Division None 7. New Business A. Recommendation to approve a proposal with APTIM Environmental & Infrastructure, Inc.; to provide professional engineering services for 2022-2023 Local Government Funding Request under Contract No.18-7432-CZ for time and material not to exceed $22,532.00 and make a finding that this item promotes tourism. Mr. Miller presented the above referenced Executive Summary noting that it is for engineering services to assistance in the County’s Local Government Funding Request with the Florida Department of Environmental Protection. Mr. Hill moved to recommend the Board of County Commissioners approve a proposal with APTIM Environmental & Infrastructure, Inc.; to provide professional engineering services for 2022-2023 Local Government Funding Request under Contract No.18-7432-CZ for time and material not to exceed $22,532.00 and finds the item promotes tourism. Second by Ms. Kerns. Carried unanimously 9 – 0. B. Recommendation to review Tourist Development Tax Grant Applications and provide recommendations for FY 22 Marketing Grants (formerly Category B) ($140,000) and Non- County Owned/Operated Museums (formerly Category C-2) ($530,000) and make a finding that these expenditures promote tourism. Mr. Wert presented the above referenced Executive Summary for the following grant request. He provided a brief overview of each application, and representatives for the applicants addressed the Council with brief remarks on the events proposed for funding. Marketing Grants (formerly Category B) Artis-Naples - Funding request is to promote the 2021 Naples International Film Festival (NIFF) in October and $50,000 is recommended by Staff. Kathleen van Bergen, CEO Artis-Naples Gulfshore Opera - Funding request is for $15,000 to promote the 2021-2022 lineup of productions and concerts in numerous venues throughout Collier County and $15,000 is recommended by Staff. Michelle Westley, Gulfshore Opera Operations Manager Marco Island Historical Society - Funding request is to promote the Key Marco Artifacts Exhibit. The record setting exhibit is on an extended loan from the Smithsonian Museum in Washington DC to the Marco Island Historical Museum and $75,000 is recommended by Staff. Patricia Rutledge, President, Marco Island Historical Society Mr. Hill moved to recommend the Board of County Commissioners approve Tourist Development Tax Grant Applications for the following FY 22 Marketing Grants (formerly Category B) in a total amount of $140,000 ($50,000 Artis Naples - $50,000, Gulfshore Opera - $15,000 and $75,000 - Marco Island Historical Society) and finds the item promotes tourism. Second by Ms. Kerns. Carried unanimously 9 – 0. 4.B.1.a Packet Pg. 8 Attachment: TDC May 24 (16270 : May 24, 2021 TDC Meeting Minutes) May 24, 2021 5 Non-County Owned/Operated Museums (formerly Category C-2) Artis-Naples - Funding request is for $100,000 for exhibit acquisition and promotional expenditures for an exhibition of Baseball Heroes from the Jay Baker Collection. It will be held at the Baker Museum from October 16, 2021 thru May 15, 2022 and $100,000 is recommended by Staff. Kathleen van Bergen, CEO Artis Naples Naples Botanical Garden (1) - Funding request is for exhibit rental and promotional expenditures for the popular holiday exhibit, “Nightlights in the Garden” from November 26, 2021 to January 2, 2021 and $100,000 is recommended by Staff. Donna McGinnis, President and CEO of Naples Botanical Garden Naples Botanical Garden (2) - Funding request is for exhibit rental and promotional expenditures for an exhibit entitled, Stickwork by Patrick Dougherty.” The event will run from November 2021- November 2023 to allow more visitors to enjoy it and $100,000 is recommended by Staff. Donna McGinnis, President and CEO of Naples Botanical Garden Golisano Children’s Museum of Naples C’mon - Applying for a grant to acquire and promote traveling exhibits to the museum in FY 22 between October 2021 and September 2022 and $100,000 is recommended by Staff. Beth Housewert of Golisano Children’s Museum of Naples C’com, Director of Play and Learning Naples Zoo - Grant funding is for exhibit rental and promotional expenses for a traveling exhibit titled, “BrickLive - SUPERSIZED” from November 20, 2021 - April 17, 2022 and $100,000 is recommended by Staff. Doug Rickenbach, CEO of Naples Zoo Holocaust Museum - The grant funding is for $30,000 for an exhibition titled “A look at life in Two Concentration Camps” during WW II. Part 1 of the exhibition is the literary work of two teen boys in the Terezin Concentration Camp during WWII and $30,000.00 is recommended by Staff. Susan Suarez, President and CEO of Holocaust Museum and Cohen Education Center Ms. Becker moved to recommend the Board of County Commissioners approve Tourist Development Tax Grant Applications for the following FY 22 Non County Owned/Operated Museums (formerly Category C-2) for the total amount of $530,000 (Artis-Naples - $100,000, Naples Botanical Garden 1 - $100,000, Naples Botanical Garden 2 - $100,000, Golisano Children’s Museum of Naples C’mon - $100,000, Naples Zoo - $100,000 and Holocaust Museum - $30,000) and finds the item promotes tourism. Second by Ms. Brock. Carried unanimously 9 – 0. 8. Old Business A. Verbal Update on Fall Beach Renourishment Project Area, Coastal Zone Management Mr. Miller reported in response to a question at a previous meeting, that the limits of the County’s beach renourishment projects is in the area of Monument R79 (approximately 3,880 feet south of the Naples Pier) and restricted by the permit issued to the County by the Florida Department of Environmental Protection. B. Review of Tourist Development Tax supported funds Expenditure and Revenue Report for the Second Quarter of Fiscal Year 2021 * No Action Required. For Informational Purposes Only* 4.B.1.a Packet Pg. 9 Attachment: TDC May 24 (16270 : May 24, 2021 TDC Meeting Minutes) May 24, 2021 6 Mr. Wert presented the “Tourist Development Tax Funds FY 2021 2nd Quarter Budget to Actual Report” noting that the report is for informational purposes. Break: 11:05 a.m. Reconvened: 11:10 a.m. 9. Marketing Partner Reports These reports (Marketing Partner Reports - Research Data Services, Paradise Advertising & Marketing, Inc., LHG (Lou Hammond Group), Collier County Tourist Tax Collections, Miles Partners - Website Activity, Digital & Social Media- Paradise Advertising, Book Direct, County Museums) are provided to TDC members on the digital link above to the County website. The Research Data Services report will be presented on a monthly basis, and the other reports will be presented at TDC meetings on an as needed basis. TDC members may request a presentation by the Marketing Partner representative or by Tourism staff at each TDC meeting. A. Part 1 1. Marketing Partner Report – Part 1 A. Research Data Services – Anne Wittine “Collier County Tourism Research – April 2021” The report outlined the improving conditions in the industry. B. Part 2 1. Marketing Partner Report – Part 1 B. Paradise Advertising – Tree Larsons/Lisa Chamberlain “Arrivalist Data Report” Video Presentation Mr. Biernes presented a video which recognized the efforts and support of all team members (CVB Staff, the TDC, BCC, marketing partners, local businesses, etc.) which outlined the challenges navigating the pandemic and how the destination endured and is moving forward through 2021 and into 2022. He noted that the new CDC guidelines on mask requirements related to vaccinated individuals spurred an influx activity and inquiries related to tourism visits. C. Lou Hammond Group – Terry Gallagher D. Collier County Tourist Tax Collections – Jack Wert “Tourist Tax Collections” E. Miles Partners – Website Activity – Kate Bradshaw “Paradisecoast.com Monthly Report” F. Digital & Social Media- Jack Wert G. County Museums – Amanda Townsend/Buzzy Ford “Collier County Museums” 10. Tourism Staff Reports A. Director B. Group Sales 4.B.1.a Packet Pg. 10 Attachment: TDC May 24 (16270 : May 24, 2021 TDC Meeting Minutes) May 24, 2021 7 C. Leisure and Travel Trade Sales D. Sports Marketing E. Public Relations & Communications F. Film Office G. International Representatives H. Visitor Centers 11. Detailed Staff Reports A. Detailed Staff Reports Submitted 12. Council Member Discussion Mr. Olesky noted that the County needs to focus on ensuring they are on the cutting edge of Pickleball events given the competition in the industry. Mr. Hill requested a video link to Mr. Biernes video presentation be made available to Council Members. Ms. Brock recognized that an Everglades City local entrepreneur Carol Foss passed away and was the organizer of the Seafood Festival. Fortunately, a new organizer has stepped in for the event. Ms. Cox reported that during the first week of June, 250 meeting planners will be in town for an event scheduled at the JW Marriott Marco Island Beach Resort to showcase the destination. Ms. Becker noted that the Collier County Museum is hosting an exhibit on Coney Island. Mr. Wert reported that the new Visitor Guide is available for 2021 with an updated format including QR codes on each page linking the organization identified to their website. 13. Next Scheduled Meeting Date/Location – June 28, 2021– 9:00 a.m. Collier County Government Center, Administration Bldg. F, 3rd Floor, 3299 East Tamiami Trail, Naples, Florida 34112 There being no further business for the good of the County, the meeting was adjourned by order of the chair at 12:10 P.M. COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL _________________________________ Chairman, Commissioner Andy Solis These minutes approved by the Board/Committee on __________________________________________, as presented ______________ or as amended _______________. 4.B.1.a Packet Pg. 11 Attachment: TDC May 24 (16270 : May 24, 2021 TDC Meeting Minutes) 06/28/2021 COLLIER COUNTY Collier County Tourist Development Council Item Number: 5.A Item Summary: Parks TDC Capital Projects Updates Presentation Meeting Date: 06/28/2021 Prepared by: Title: Administrative Assistant – Tourism Name: Jennifer Leslie 06/17/2021 10:07 AM Submitted by: Title: Division Director – Tourism Name: Jack Wert 06/17/2021 10:07 AM Approved By: Review: Tourism Jennifer Leslie Tourism Division Completed 06/17/2021 10:07 AM Corporate Business Operations Jennifer Reynolds Additional Reviewer Completed 06/17/2021 10:12 AM Tourism Jack Wert Director Completed 06/17/2021 5:17 PM County Manager's Office Sean Callahan Executive Director Completed 06/22/2021 11:10 AM County Attorney's Office Colleen Greene Attorney Review Completed 06/22/2021 11:33 AM Tourist Development Council Jack Wert Meeting Pending 06/28/2021 9:00 AM 5.A Packet Pg. 12 TDC Project Updates Pr esented By: Damon Grant, Facilities Director 6/28/2021 5.A.a Packet Pg. 13 Attachment: Parks TDC Capital Projects Updates Presentation 2021-06-16 (16310 : Parks TDC Capital 5.A.a Packet Pg. 14 Attachment: Parks TDC Capital Projects Updates Presentation 2021-06-16 (16310 : Parks TDC Capital 5.A.a Packet Pg. 15 Attachment: Parks TDC Capital Projects Updates Presentation 2021-06-16 (16310 : Parks TDC Capital 5.A.a Packet Pg. 16 Attachment: Parks TDC Capital Projects Updates Presentation 2021-06-16 (16310 : Parks TDC Capital 5.A.a Packet Pg. 17 Attachment: Parks TDC Capital Projects Updates Presentation 2021-06-16 (16310 : Parks TDC Capital 5.A.a Packet Pg. 18 Attachment: Parks TDC Capital Projects Updates Presentation 2021-06-16 (16310 : Parks TDC Capital 5.A.a Packet Pg. 19 Attachment: Parks TDC Capital Projects Updates Presentation 2021-06-16 (16310 : Parks TDC Capital 06/28/2021 COLLIER COUNTY Collier County Tourist Development Council Item Number: 5.B Item Summary: Gulfshore Playhouse Building Presentation Meeting Date: 06/28/2021 Prepared by: Title: Administrative Assistant – Tourism Name: Jennifer Leslie 06/23/2021 2:35 PM Submitted by: Title: Division Director – Tourism Name: Jack Wert 06/23/2021 2:35 PM Approved By: Review: Tourism Jennifer Leslie Tourism Division Completed 06/23/2021 3:11 PM Tourism Jack Wert Director Completed 06/23/2021 3:22 PM County Manager's Office Sean Callahan Executive Director Completed 06/23/2021 4:24 PM County Attorney's Office Jennifer Leslie Attorney Review Skipped 06/23/2021 4:04 PM Tourist Development Council Jack Wert Meeting Pending 06/28/2021 9:00 AM 5.B Packet Pg. 20 5.B.aPacket Pg. 21Attachment: Gulfshore Playhouse Building Presentation FINAL(PDF) (16352 : Gulfshore Playhouse Building Presentation) 5.B.aPacket Pg. 22Attachment: Gulfshore Playhouse Building Presentation FINAL(PDF) (16352 : Gulfshore Playhouse Building Presentation) 5.B.aPacket Pg. 23Attachment: Gulfshore Playhouse Building Presentation FINAL(PDF) (16352 : Gulfshore Playhouse Building Presentation) 5.B.aPacket Pg. 24Attachment: Gulfshore Playhouse Building Presentation FINAL(PDF) (16352 : Gulfshore Playhouse Building Presentation) 5.B.aPacket Pg. 25Attachment: Gulfshore Playhouse Building Presentation FINAL(PDF) (16352 : Gulfshore Playhouse Building Presentation) 5.B.aPacket Pg. 26Attachment: Gulfshore Playhouse Building Presentation FINAL(PDF) (16352 : Gulfshore Playhouse Building Presentation) 5.B.aPacket Pg. 27Attachment: Gulfshore Playhouse Building Presentation FINAL(PDF) (16352 : Gulfshore Playhouse Building Presentation) 5.B.aPacket Pg. 28Attachment: Gulfshore Playhouse Building Presentation FINAL(PDF) (16352 : Gulfshore Playhouse Building Presentation) 5.B.aPacket Pg. 29Attachment: 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06/28/2021 EXECUTIVE SUMMARY Recommendation to approve the Tourist Development Council Grant application requests from the City of Naples, the City of Marco Island and Collier County for FY2021-2022 in the amount of $8,343,400; budget these expenditures; approve an Agreement with the City of Naples; and make a finding that these expenditures promote tourism. OBJECTIVE: To obtain approval of Tourist Development Fund 195 Grant application requests for 2021-2022 in the amount of $8,343,400. CONSIDERATIONS: To review and approve the received TDC Grant Applications as follows: FY2021/2022 Tourist Development Council Fund 195 Grant applications STAFF PROJECT/DESCRIPTION: REQUESTED RECOMMENDED 1. Beach Renourishment Projects Naples Beach FY 2021 Beach Renourishment Program - 90068 $2,600,000 $2,600,000 Vanderbilt Beach FY 2021 Beach Renourishment Program - 90066 $2,600,000 $2,600,000 USACE Feasibility Study Technical Support - 80366 $ 500,000 $ 500,000 Local Government Funding Request (LGFR) - 90065 $ 25,000 $ 25,000 SUB-TOTAL $5,725,000 $5,725,000 2. Inlet Projects Wiggins Pass Dredge - 80288 $ 150,000 $ 150,000 Clam Pass Monitoring - 88032 $ 20,000 $ 20,000 SUB-TOTAL $ 170,000 $ 170,000 3. Regulatory Beach Tilling - Collier County - 80171 $ 30,000 $ 30,000 Biological Monitoring Nearshore Hardbottom - 90033 $ 185,000 $ 185,000 Shorebird Monitoring - 90297 $ 25,000 $ 25,000 Physical Beach and Pass Monitoring - (Vanderbilt, Clam Pass Beach, Park Shore, Naples, and Marco South Beaches along with Wiggins, Doctors, Collier Creek and Caxambas Pass) - 90536 $ 170,000 $ 170,000 Sea Turtle Protection Program - Collier County - 99999 $171,700 $171,700 SUB-TOTAL $581,700 $581,700 4. Beach Maintenance Beach Maintenance - City of Naples - 90527 $ 203,000 $ 203,000 Beach Maintenance - Collier County/Marco Island - 90533 $ 268,100 $ 268,100 SUB-TOTAL $ 471,100 $ 471,100 5. Structures Naples Pier Repair & Maintenance - 90096 (Category D) $200,000 $200,000 SUB-TOTAL $200,000 $200,000 7.A Packet Pg. 44 06/28/2021 6. Administration 195 Admin Costs - 90020 $ 75,000 $ 75,000 185 Project Management and Administration - 99195 $ 883,700 $ 883,700 Tax Collector Fee’s (2.5%) - 99195 $ 236,900 $ 236,900 SUB-TOTAL $1,195,600 $1,195,600 TOTAL GRANTS $8,343,400 $8,343,400 1. Beach Renourishment Projects: Exceptional beach experience for our residents and visitors has been at the heart of our success in the past. These projects are required to maintain that experience. Approval is recommended. 2. Inlet Projects: Projects required to maintain the beaches, inlets, and the engineering and permitting required to support construction. Approval is recommended. 3. Regulatory and Permit Compliance: All these items are required by the Florida Department of Environmental Protection (FDEP) permit, required by law or required to maintain critical programs between required permit activities. Approval is recommended. 4. Beach Maintenance: Beach maintenance is required along with beach renourishment to experience an exceptional experience for our visitors and residents. Approval is recommended. 5. Structures: The City of Naples is requesting $200,000 in grant funding for the upkeep and safety of the Naples pier. Approval is recommended 6. Administration: Administrative program and project management cost to manage the beach program. Approval is recommended. FISCAL IMPACT: The Fiscal Year 2021/2022 proposed Beach Renourishment Fund (195) budget appropriates funding for these grant applications. The source of funds is the Tourist Development Tax. GROWTH MANAGEMENT IMPACT: There is no impact to the growth management plan related to this action. ADVISORY BOARD RECOMMENDATIONS: This item was approve by the Coastal Advisory Committee on June 10, 2021 (9-0 vote). The Tourist Development Council will review on June 28, 2021, prior to the Board of County Commissioners. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for approval - CMG RECOMMENDATION: To approve the Tourist Development Council Grant application requests from the City of Naples, the City of Marco Island and Collier County for FY2021-2022 in the amount of $8,343,400; budget these expenditures; approve an Agreement with the City of Naples; and make a finding that these expenditures promote tourism. Prepared By: Andrew Miller, P.E., Coastal Zone Management, Capital Project Planning, Impact Fees and Program Management Division ATTACHMENT(S) 1. VIII 1. CZM Grant Applications FY21-22 (PDF) 2. VIII 1. TDC 2022 Cat A Grant App Beach Maint Signed CM CoN (PDF) 7.A Packet Pg. 45 06/28/2021 3. VIII 1. TDC Grant Application Naples Pier Signed CM CoN (PDF) 4. VIII 1. TDC Grant Application - Turtle Monitoring (PDF) 7.A Packet Pg. 46 06/28/2021 COLLIER COUNTY Collier County Tourist Development Council Item Number: 7.A Doc ID: 16135 Item Summary: Recommendation to approve the Tourist Development Council Grant application requests from the City of Naples, the City of Marco Island and Collier County for FY2021-2022 in the amount of $8,343,400; budget these expenditures; approve an Agreement with the City of Naples; and make a finding that these expenditures promote tourism. Meeting Date: 06/28/2021 Prepared by: Title: – Capital Project Planning, Impact Fees, and Program Management Name: Jessica Arencibia 06/03/2021 12:18 PM Submitted by: Title: Division Director - IF, CPP & PM – County Manager's Office Name: Amy Patterson 06/03/2021 12:18 PM Approved By: Review: Tourism Jennifer Leslie Tourism Division Completed 06/10/2021 11:17 AM Corporate Business Operations Jennifer Reynolds Additional Reviewer Completed 06/10/2021 12:27 PM Tourism Jack Wert Director Completed 06/10/2021 1:19 PM County Manager's Office Sean Callahan Executive Director Completed 06/17/2021 7:49 AM County Attorney's Office Colleen Greene Attorney Review Completed 06/18/2021 2:16 PM Tourist Development Council Jack Wert Meeting Pending 06/28/2021 9:00 AM 7.A Packet Pg. 47 COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL CATEGORY “A” GRANT APPLICATION Beach Renourishment and Pass Maintenance Naples Beach FY21/22 Beach Renourishment Program (No. 90068) 1. Name and Address of Project Sponsor Organization: Coastal Zone Management Collier County Government 2685 South Horseshoe Drive Unit 103 Naples, Florida 34104 2. Contact Person, Title and Phone Number: Name: Andrew Miller 3. Address: Collier County Government 2685 S. Horseshoe Drive City Naples ST FL ZIP 34104 Phone: 252-5342 4. Organization’s Chief Official and Title: Penny Taylor - BCC Chairman Board of County Commissioners 5. Details of Project- Description and Location: Truck haul beach renourishment of the Beach R-60 to R-79. 6. Estimated project start date: October 1, 2021 7. Estimated project duration: 8 Months 8. Total TDC Tax Funds Requested: $2,600,000 9. If the full amount requested cannot be awarded, can the program/project be restructured to accommodate a smaller award? Yes ( ) No (X) 7.A.a Packet Pg. 48 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) Collier County Tourist Development Council Category “A” Grant Application Page 2 Naples Beach FY21/22 Beach Renourishment Program (No. 90068) PROJECT BUDGET PROGRAM ELEMENT AMOUNT TDC Funds Requested $ 2,600,000 City/Taxing District Share $ State of Florida Share $ Federal Share $ TOTAL $ 2,600,000 PROJECT EXPENSES: (Engineering, Mobilization, Contractor, Monitoring etc.) Engineering, Permitting, Construction and project certification $ 2,600,000 $ $ $ $ TOTAL $ 2,600,000 I have read the Tourist Development Category “A” Beach Funding Policy covering beach renourishment and pass maintenance and agree that my organization will comply with all guidelines and criteria. Signature of Sponsor Organization’s Chief Official Date 7.A.a Packet Pg. 49 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL CATEGORY “A” GRANT APPLICATION Beach Renourishment and Pass Maintenance Vanderbilt Beach FY21/22 Beach Renourishment Program (No. 90066) 1.Name and Address of Project Sponsor Organization: Coastal Zone Management Collier County Government 2685 South Horseshoe Drive Unit 103 Naples, Florida 34104 2.Contact Person, Title and Phone Number: Name: Andrew Miller 3.Address: Collier County Government 2685 S. Horseshoe Drive City Naples ST FL ZIP 34104 Phone: 252-5342 4.Organization’s Chief Official and Title: Penny Taylor - BCC Chairman Board of County Commissioners 5.Details of Project- Description and Location: Truck haul beach renourishment of the Beach R-22 to R-30.5. 6.Estimated project start date: October 1, 2021 7.Estimated project duration: 8 Months 8.Total TDC Tax Funds Requested: $2,600,000 9.If the full amount requested cannot be awarded, can the program/project be restructured to accommodate a smaller award? Yes ( ) No (X) 7.A.a Packet Pg. 50 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) Collier County Tourist Development Council Category “A” Grant Application Page 2 Vanderbilt Beach FY21/22 Beach Renourishment Program (No. 90066) PROJECT BUDGET PROGRAM ELEMENT AMOUNT TDC Funds Requested $ 2,600,000 City/Taxing District Share $ State of Florida Share $ Federal Share $ TOTAL $ 2,600,000 PROJECT EXPENSES: (Engineering, Mobilization, Contractor, Monitoring etc.) Engineering, Permitting, Construction and project certification $ 2,600,000 $ $ $ $ TOTAL $ 2,600,000 I have read the Tourist Development Category “A” Beach Funding Policy covering beach renourishment and pass maintenance and agree that my organization will comply with all guidelines and criteria. Signature of Sponsor Organization’s Chief Official Date 7.A.a Packet Pg. 51 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL CATEGORY “A” GRANT APPLICATION Beach Renourishment and Pass Maintenance Local Government Funding Request for FDEP (90065) 1. Name and Address of Project Sponsor Organization: Coastal Zone Management Collier County Government 2685 South Horseshoe Drive Unit 103 Naples, Florida 34104 2. Contact Person, Title and Phone Number: Name: Andrew Miller 3. Address: Collier County Government 2685 S. Horseshoe Drive City Naples ST FL ZIP 34104 Phone: 252-5342 4. Organization’s Chief Official and Title: Penny Taylor - BCC Chairman Board of County Commissioners 5. Details of Project- Description and Location: Consultant support to develop the FY 21/22 LGFR to FDEP for partial program funding. 6. Estimated project start date: October 1, 2021 7. Estimated project duration: 12 Months 8. Total TDC Tax Funds Requested: $25,000 9. If the full amount requested cannot be awarded, can the program/project be restructured to accommodate a smaller award? Yes ( ) No (X) 7.A.a Packet Pg. 52 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) Collier County Tourist Development Council Category “A” Grant Application Page 2 Local Government Funding Request for FDEP (90065) PROJECT BUDGET PROGRAM ELEMENT AMOUNT TDC Funds Requested $ 25,000 City/Taxing District Share $ State of Florida Share $ Federal Share $ TOTAL $25,000 PROJECT EXPENSES: (Engineering, Mobilization, Contractor, Monitoring etc.) Consultant support FY 21/22 LGFR $ 25,000 $ $ $ $ TOTAL $ 25,000 I have read the Tourist Development Category “A” Beach Funding Policy covering beach renourishment and pass maintenance and agree that my organization will comply with all guidelines and criteria. Signature of Sponsor Organization’s Chief Official Date 7.A.a Packet Pg. 53 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL CATEGORY “A” GRANT APPLICATION Beach Renourishment and Pass Maintenance USACE Feasibility Study Technical Support (80366) 1. Name and Address of Project Sponsor Organization: Coastal Zone Management Collier County Government 2685 South Horseshoe Drive Unit 103 Naples, Florida 34104 2. Contact Person, Title and Phone Number: Name: Andrew Miller 3. Address: Collier County Government 2685 S. Horseshoe Drive City Naples ST FL ZIP 34104 Phone: 252-5342 4. Organization’s Chief Official and Title: Penny Taylor - BCC Chairman Board of County Commissioners 5. Details of Project- Description and Location: Engineering and technical support for the USACE Feasibility Study 6. Estimated project start date: October 1, 2021 7. Estimated project duration: 12 Months 8. Total TDC Tax Funds Requested: $500,000 9. If the full amount requested cannot be awarded, can the program/project be restructured to accommodate a smaller award? Yes (X) No ( ) 7.A.a Packet Pg. 54 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) Collier County Tourist Development Council Category “A” Grant Application Page 2 USACE Feasibility Study Technical Support (80366) PROJECT BUDGET PROGRAM ELEMENT AMOUNT TDC Funds Requested $ 500,000 City/Taxing District Share $ State of Florida Share $ Federal Share $ TOTAL $ 500,000 PROJECT EXPENSES: (Engineering, Mobilization, Contractor, Monitoring etc.) Engineering and Technical Support $ 500,000 $ $ $ $ TOTAL $ 500,000 I have read the Tourist Development Category “A” Beach Funding Policy covering beach renourishment and pass maintenance and agree that my organization will comply with all guidelines and criteria. Signature of Sponsor Organization’s Chief Official Date 7.A.a Packet Pg. 55 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL CATEGORY “A” GRANT APPLICATION Beach Renourishment and Pass Maintenance Wiggins Pass Engineering and Monitoring - 80288 1. Name and Address of Project Sponsor Organization: Coastal Zone Management Collier County Government 2685 South Horseshoe Drive Unit 103 Naples, Florida 34104 2. Contact Person, Title and Phone Number: Name: Andrew Miller 3. Address: Collier County Government 2685 S. Horseshoe Drive City Naples ST FL ZIP 34104 Phone: 252-5342 4. Organization’s Chief Official and Title: Penny Taylor - BCC Chairman Board of County Commissioners 5. Details of Project- Description and Location: Engineering and Monitoring of Wiggins Pass 6. Estimated project start date: October 1, 2021 7. Estimated project duration: 12 Months 8. Total TDC Tax Funds Requested: $150,000 9. If the full amount requested cannot be awarded, can the program/project be restructured to accommodate a smaller award? Yes ( ) No (X) 7.A.a Packet Pg. 56 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) Collier County Tourist Development Council Category “A” Grant Application Page 2 Wiggins Pass Engineering and Monitoring - 80288 PROJECT BUDGET PROGRAM ELEMENT AMOUNT TDC Funds Requested $ 150,000 City/Taxing District Share $ State of Florida Share $ Federal Share $ TOTAL $ 150,000 PROJECT EXPENSES: (Engineering, Mobilization, Contractor, Monitoring etc.) Consultant design and monitoring $ 150,000 $ $ $ $ TOTAL $ 150,000 I have read the Tourist Development Category “A” Beach Funding Policy covering beach renourishment and pass maintenance and agree that my organization will comply with all guidelines and criteria. Signature of Sponsor Organization’s Chief Official Date 7.A.a Packet Pg. 57 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL CATEGORY “A” GRANT APPLICATION Beach Renourishment and Pass Maintenance Clam Pass Dredging (Pelican Bay) (No. 88032) 1. Name and Address of Project Sponsor Organization: Coastal Zone Management Collier County Government 2800 N. Horseshoe Drive Naples, Florida 34104 2. Contact Person, Title and Phone Number: Name: Andrew Miller, Principal Project Manager Address: Collier County Government 2685 S. Horseshoe Drive City Naples ST FL ZIP 34104 Phone: 252-2922 3. Organization’s Chief Official and Title: Andy Solis, Chairman Board of County Commissioners 4. Details of Project- Description and Location: Clam Pass Monitoring 5. Estimated project start date: October 1, 2021 6. Estimated project duration: 12 Months 7. Total TDC Tax Funds Requested: $20,000.00 8. If the full amount requested cannot be awarded, can the program/project be restructured to accommodate a smaller award? Yes (X) No ( ) 7.A.a Packet Pg. 58 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) Collier County Tourist Development Council Category “A” Grant Application Page 2 Clam Pass Dredging (Pelican Bay) (No. 88032) PROJECT BUDGET PROGRAM ELEMENT AMOUNT TDC Funds Requested $ 20,000.00 City/Taxing District Share $ ___________ State of Florida Share $ ___________ Federal Share $ ___________ TOTAL $ 20,000.00 PROJECT EXPENSES: (Engineering, Mobilization, Contractor, Monitoring etc) __Contractual Services_______________ $ 20,000.00 __________________________________ $___________ __________________________________ $___________ __________________________________ $___________ __________________________________ $___________ TOTAL $ 20,000.00 I have read the Tourist Development Category “A” Beach Funding Policy covering beach renourishment and pass maintenance and agree that my organization will comply with all guidelines and criteria. Signature of Sponsor Organization’s Chief Official Date 7.A.a Packet Pg. 59 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL CATEGORY “A” GRANT APPLICATION Beach Renourishment and Pass Maintenance Beach Tilling – County Wide (80171) 1. Name and Address of Project Sponsor Organization: Coastal Zone Management Collier County Government 2684 South Horseshoe Drive Unit 103 Naples, Florida 34104 2. Contact Person, Title and Phone Number: Name: Andrew Miller 3. Address: Collier County Government 2685 S. Horseshoe Drive City Naples ST FL ZIP 34104 Phone: 252-5342 4. Organization’s Chief Official and Title: Penny Taylor - BCC Chairman Board of County Commissioners 5. Details of Project- Description and Location: Beach tilling is required by FDEP permit and is performed directly prior to turtle nesting Season. Tilling is paid on an acre basis for re-nourished beaches. Approval is recommended 6. Estimated project start date: October 1, 2021 7. Estimated project duration: 12 Months 8. Total TDC Tax Funds Requested: $30,000.00 9. If the full amount requested cannot be awarded, can the program/project be restructured to accommodate a smaller award? Yes ( ) No (X) 7.A.a Packet Pg. 60 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) Collier County Tourist Development Council Category “A” Grant Application Page 2 Beach Tilling (80171) PROJECT BUDGET PROGRAM ELEMENT AMOUNT TDC Funds Requested $ 30,000.00 City/Taxing District Share $ State of Florida Share $ Federal Share $ TOTAL $ _30,000.00 PROJECT EXPENSES: (Engineering, Mobilization, Contractor, Monitoring etc.) Contractual Services $ 30,000.00 $ $ $ $ TOTAL $ 30,000.00 I have read the Tourist Development Category “A” Beach Funding Policy covering beach renourishment and pass maintenance and agree that my organization will comply with all guidelines and criteria. Signature of Sponsor Organization’s Chief Official Date 7.A.a Packet Pg. 61 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) COLLIER COUNTY DEVELOPMENT COUNCIL CATEGORY “A” GRANT APPLICATION Beach Renourishment and Pass Maintenance Near Shore Hard Bottom Monitoring (No. 90033) 1. Name and Address of Project Sponsor Organization: Coastal Zone Management Collier County Government 2685 S. Horseshoe Drive Unit 103 Naples, Florida 34104 2. Contact Person, Title and Phone Number: Name: Andrew Miller 3. Address: Collier County Government 2685 S. Horseshoe Drive City Naples ST FL ZIP 34104 Phone: 252-5342 4. Organization’s Chief Official and Title: Penny Taylor - BCC Chairman Board of County Commissioners 5. Details of Project- Description and Location: Biological Monitoring is required by FDEP permit to determine the health of the near shore hardbottom as a result of the recent renourishment. Approval is recommended. 6. Estimated project start date: October 1, 2021 7. Estimated project duration: 12 Months 8. Total TDC Tax Funds Requested: $185,000.00 9. If the full amount requested cannot be awarded, can the program/project be restructured to accommodate a smaller award? Yes ( ) No (X) 7.A.a Packet Pg. 62 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) Collier County Tourist Development Council Category “A” Grant Application Page 2 Near Shore Hard Bottom Monitoring (No. 90033) PROJECT BUDGET PROGRAM ELEMENT AMOUNT TDC Funds Requested $ 185,000.00 City/Taxing District Share $ State of Florida Share $ Federal Share $ TOTAL $ 185,000.00 PROJECT EXPENSES: (Engineering, Mobilization, Contractor, Monitoring etc.) Engineering Fees/Consultant $_185,000.00 $ $ $ $ TOTAL $ 185,000.00 I have read the Tourist Development Category “A” Beach Funding Policy covering beach renourishment and pass maintenance and agree that my organization will comply with all guidelines and criteria. Signature of Sponsor Organization’s Chief Official Date 7.A.a Packet Pg. 63 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL CATEGORY “A” GRANT APPLICATION Beach Renourishment and Pass Maintenance Shorebird Monitoring (No. 90297) 1. Name and Address of Project Sponsor Organization: Coastal Zone Management Collier County Government 2685 South Horseshoe Drive Unit 103 Naples, Florida 34104 2. Contact Person, Title and Phone Number: Name: Andrew Miller 3. Address: Collier County Government 2685 S. Horseshoe Drive City Naples ST FL ZIP 34104 Phone: 252-5342 4. Organization’s Chief Official and Title: Penny Taylor - BCC Chairman Board of County Commissioners 5. Details of Project- Description and Location: Shorebird Monitoring is required for Vanderbilt, Park Shore, Naples and Marco South Beaches by FDEP permit. Approval is recommended. 6. Estimated project start date: October 1, 2021 7. Estimated project duration: 12 Months 8. Total TDC Tax Funds Requested: $25,000 9. If the full amount requested cannot be awarded, can the program/project be restructured to accommodate a smaller award? Yes ( ) No (X) 7.A.a Packet Pg. 64 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) Collier County Tourist Development Council Category “A” Grant Application Page 2 Shorebird Monitoring (No. 90297) PROJECT BUDGET PROGRAM ELEMENT AMOUNT TDC Funds Requested $ 25,000.00 City/Taxing District Share $ State of Florida Share $ Federal Share $ TOTAL $ 25.000.00 PROJECT EXPENSES: (Engineering, Mobilization, Contractor, Monitoring etc.) Contractual Services_ $_25,000.00 $ $ $ $ TOTAL $ 25,000.00 I have read the Tourist Development Category “A” Beach Funding Policy covering beach renourishment and pass maintenance and agree that my organization will comply with all guidelines and criteria. Signature of Sponsor Organization’s Chief Official Date 7.A.a Packet Pg. 65 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL CATEGORY “A” GRANT APPLICATION Beach Renourishment and Pass Maintenance City/County Physical Beach and Pass Monitoring (Vanderbilt, Clam Pass Beach, Park Shore, Naples, Marco South beaches along with Wiggins, Doctors, Collier Creek and Caxambas Passes) (No. 90536) 1. Name and Address of Project Sponsor Organization: Coastal Zone Management Collier County Government 2685 South Horseshoe Drive Unit 103 Naples, Florida 34104 2. Contact Person, Title and Phone Number: Name: Andrew Miller 3. Address: Collier County Government 2685 S. Horseshoe Drive City Naples ST FL ZIP 34104 Phone: 252-5342 4. Organization’s Chief Official and Title: Penny Taylor - BCC Chairman Board of County Commissioners 5. Details of Project- Description and Location: This Physical Beach Monitoring is required by FDEP permit and future renourishment. Beaches monitored will be Vanderbilt, Clam Pass Beach, Park Shore, Naples, Marco South and the southern portion of Barefoot Beach. Passes monitored will be Wiggins, Doctors, Collier Creek and Caxambas. Approval is recommended. 6. Estimated project start date: October 1, 2021 7. Estimated project duration: 12 Months 8. Total TDC Tax Funds Requested: $170,000.00 9. If the full amount requested cannot be awarded, can the program/project be restructured to accommodate a smaller award? Yes ( ) No (X) 7.A.a Packet Pg. 66 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) Collier County Tourist Development Council Category “A” Grant Application Page 2 City/County Physical Beach and Pass Monitoring (Vanderbilt, Clam Pass Beach, Park Shore, Naples, Marco South beaches along with Wiggins, Doctors, Collier Creek and Caxambas Passes) (No. 90536) PROJECT BUDGET PROGRAM ELEMENT AMOUNT TDC Funds Requested $ 170,000.00 City/Taxing District Share $ State of Florida Share $ Federal Share $ TOTAL $ 170,000.00 PROJECT EXPENSES: (Engineering, Mobilization, Contractor, Monitoring etc.) Engineering Fees $_170,000.00 $ $ $ $ TOTAL $ 170,000.00 I have read the Tourist Development Category “A” Beach Funding Policy covering beach renourishment and pass maintenance and agree that my organization will comply with all guidelines and criteria. Signature of Sponsor Organization’s Chief Official Date 7.A.a Packet Pg. 67 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL CATEGORY “A” GRANT APPLICATION Beach Renourishment and Pass Maintenance Beach Cleaning/Maintenace Collier County/Marco Island (No. 90533) 1. Name and Address of Project Sponsor Organization: Coastal Zone Management Collier County Government 2685 South Horseshoe Drive Unit 103 Naples, Florida 34104 2. Contact Person, Title and Phone Number: Name: Andrew Miller 3. Address: Collier County Government 2685 S. Horseshoe Drive City Naples ST FL ZIP 34104 Phone: 252-5342 4. Organization’s Chief Official and Title: Penny Taylor - BCC Chairman Board of County Commissioners 5. Details of Project- Description and Location: This item is required to maintain the beaches and is recommended for approval. 6. Estimated project start date: October 1, 2021 7. Estimated project duration: 12 Months 8. Total TDC Tax Funds Requested: $268,100 9. If the full amount requested cannot be awarded, can the program/project be restructured to accommodate a smaller award? Yes (X) No ( ) 7.A.a Packet Pg. 68 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) Collier County Tourist Development Council Category “A” Grant Application Page 2 Beach Cleaning/Maintenance Collier County/Marco Island (No. 90533) PROJECT BUDGET PROGRAM ELEMENT AMOUNT TDC Funds Requested $ 268,100 City/Taxing District Share $ State of Florida Share $ Federal Share $ TOTAL $ 268,100 PROJECT EXPENSES: (Engineering, Mobilization, Contractor, Monitoring etc.) Operating Expenses $ 268,100 $ $ $ $ TOTAL $ 268,100 I have read the Tourist Development Category “A” Beach Funding Policy covering beach renourishment and pass maintenance and agree that my organization will comply with all guidelines and criteria. Signature of Sponsor Organization’s Chief Official Date 7.A.a Packet Pg. 69 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL CATEGORY “A” GRANT APPLICATION Beach Renourishment and Pass Maintenance Beach Renourishment and Pass Maintenance Fund 185 Administration 1. Name and Address of Project Sponsor Organization: Coastal Zone Management Collier County Government 2685 S. Horseshoe Drive Unit 103 Naples, Florida 34104 2. Contact Person, Title and Phone Number: Name: Andrew Miller 3. Address: Collier County Government 2685 S. Horseshoe Drive City Naples ST FL ZIP 34104 Phone: 252-5342 4. Organization’s Chief Official and Title: Penny Taylor - BCC Chairman Board of County Commissioners 2. Details of Project- Description and Location: This item funds County staff to manage the projects, maintain the beaches, administer the program and is broken down as follows: Staff includes the CZM Manager; Operations Analyst; a Project Manager; a Field Supervisor; 2 equipment operators to clean and maintain the County and Marco Beaches. Indirect Administrative Costs required for administrative functions like purchasing, information technology, motor pool and human resources; Current rent; Division Fiscal Support; and charges for the Tax Collector are also included. Approval is recommended. 3. Estimated project start date: October 1, 2021 4. Estimated project duration: 12 Months 5. Total TDC Tax Funds Requested: $1,195,600 If the full amount requested cannot be awarded, can the program/project be restructured to accommodate a smaller award? Yes (X) No ( ) 7.A.a Packet Pg. 70 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) Collier County Tourist Development Council Category “A” Grant Application Page 2 Fund 185 Administration PROJECT BUDGET PROGRAM ELEMENT AMOUNT TDC Funds Requested $ 1,195,600 City/Taxing District Share $ State of Florida Share $ Federal Share $ TOTAL $ 1,195,600 PROJECT EXPENSES: (Engineering, Mobilization, Contractor, Monitoring etc) Administration Cost $ 75,000 185 Project Management & Administration $ 883,700 Tax Collector Fee’s (2.5%) $ 236,900 TOTAL $1,195,600 I have read the Tourist Development Category “A” Beach Funding Policy covering beach renourishment and pass maintenance and agree that my organization will comply with all guidelines and criteria. Signature of Sponsor Organization’s Chief Official Date 7.A.a Packet Pg. 71 Attachment: VIII 1. CZM Grant Applications FY21-22 (16135 : Tourist Development Council Grant Application Requests) COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL CATEGORY “A” GRANT APPLICATION 2022 Beach Renourishment and Pass Maintenance _____ Naples Beach Maintenance_____ (Project Title) 1.Name and Address of Project Sponsor Organization: City of Naples 735 Eighth Street South Naples, Florida 34102 2.Contact Person, Title and Phone Number: Name: Mike Leslie, Community Services Interim Director Address: 280 Riverside Circle City: Naples State: FL ZIP: 34102 Phone: 239/213-7120 FAX: 239/213-7130 Email: mleslie@naplesgov.com 3.Organization’s Chief Elected Official and Title: Hon. Teresa Heitmann, Mayor 4.Details of Project- Description and Location: Description: This is an annual TDC funded project essential for support of maintenance on local beaches. The City is responsible for the upkeep and grooming of TDC eligible beaches within the City limits. Under this project, the City removes litter, accumulation of algae and rocks along public access beach portions of the Gulf within the City’s jurisdictional limits. Funding is a benefit to both residents and tourist populations, and to the preservation of the beach, shoreline and its overall appearance and investment. This year’s request includes the partial reimbursement for beach maintenance equipment operator, landscape tech’s and service workers salaries. FY21 total costs for beach maintenance personnel is $350,781 for salaries only, plus benefits. Requested amount of $203,000 is an increase from last year’s approved amount of $197,000 to cover the annual salary increases for the beach maintenance staff. Location: Signification coordination of effort continues between the City and Collier County concerning beach maintenance. The project boundary location is from southernmost State-permitted beach cleaning area within the City’s jurisdictional boundary northward to Clam Pass in Collier County. 5.Estimated project start date: 6.Estimated project duration: 7.Total TDC Tax Funds Requested: October 1, 2021 12 Months $203,000 8.If the full amount requested cannot be awarded, can the program/project be restructured to accommodate a smaller award? Yes ( ) No (X) 7.A.b Packet Pg. 72 Attachment: VIII 1. TDC 2022 Cat A Grant App Beach Maint Signed CM CoN (16135 : Tourist Development Council Grant Application Requests) Collier County Tourist Development Council Category “A” Grant Application - Page 2 _____ Naples Beach Maintenance_____ (Project Title) PROJECT BUDGET PROGRAM ELEMENT AMOUNT TDC Funds Requested City/Taxing District Share State of Florida Share Federal Share TOTAL PROJECT EXPENSES: (Engineering, Mobilization, Contractor, Monitoring etc) Beach Maintenance Staff Salaries _________________________________ __________________________________________ TOTAL $ 203,000__ __ $ ___________ $ ___________ $ ___________ $ 203,000____ $ 203,000 ___ $ _____ __ $ _ ________ $ 203,000___ I have read the Tourist Development Category “A” Beach Funding Policy covering beach renourishment and pass maintenance and agree that my organization will comply with all guidelines and criteria. ______________________________ ________2-10-2021_____ Charles T. Chapman IV, City Manager Date 7.A.b Packet Pg. 73 Attachment: VIII 1. TDC 2022 Cat A Grant App Beach Maint Signed CM CoN (16135 : Tourist Development Council Grant Application Requests) EXHIBIT A ADDITIONAL INFORMATION ELIGIBILITY: Beach Maintenance activities will take place on beach area that are least 80% classified as eligible under the TDC guidelines. The project boundary location is from southernmost State-permitted beach cleaning area within the City’s jurisdictional boundary to Clam Pass in Collier County. ORGANIZATIONAL CAPACITY: The City of Naples will be the primary recipient and lead agency for controlling and completing all aspects and activities proposed in this grant application. The City will remain the lead agency for the duration of funding and will be the sole point of contact for all matters related to this proposal. The City has the managerial and financial capability to ensure proper planning, management, and completion of the project described in this application. BUDGET ASSURANCES: Dual Compensation: If a City project staff member or consultant is involved simultaneously in two or more projects, the staff will not be compensated for more than 100% of their time for any such dual involvement. PROJECT LOCATION MAP: 7.A.b Packet Pg. 74 Attachment: VIII 1. TDC 2022 Cat A Grant App Beach Maint Signed CM CoN (16135 : Tourist Development Council Grant Application Requests) COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL CATEGORY “A” GRANT APPLICATION 2022 Beach Renourishment and Pass Maintenance _____ Naples Pier Annualized Repair and Maintenance_____ (Project Title) 1. Name and Address of Project Sponsor Organization: City of Naples 735 Eighth Street South Naples, Florida 34102 2. Contact Person, Title and Phone Number: Name: Nick Roberts, Community Services Director Address: 280 Riverside Circle City: Naples State: FL ZIP: 34102 Phone: 239/213-7120 FAX: 239/213-7130 Email: nroberts@naplesgov.com 3. Organization’s Chief Elected Official and Title: Hon. Teresa Heitmann, Mayor 4. Details of Project- Description and Location: Description: This annual TDC funded project includes labor, material, supplies and equipment for the upkeep and safety of the pier. The Naples Pier is a public access beach facility and a tourist attraction and destination. The pier structure has a shoreline erosion control and beach preservation effect. The public safety through the continued maintenance of the Naples Pier is of paramount importance. Repair and maintenance issues include the Naples Pier structure, wooden deck, railings, restrooms, concession building, shade structures, storage facilities, light fixture replacement, painting, staining, fish cleaning tables, as well as water and electrical systems and other areas related to the Naples Pier. The Pier, a historically significant structure originally constructed in 1887, serves as a public access beach facility, as a major tourist attraction and vacation destination. The Naples Pier captures out- of-county and local visitors as well as tourist populations from through-out the region and world. Location: The project location is at the 12th Avenue South terminus beach end. Please refer to Project Location Map found in Exhibit A below. 5. Estimated project start date: October 1, 2021 6. Estimated project duration: 12 Months 7. Total TDC Tax Funds Requested: $200,000 Collier County Tourist Development Council 7.A.c Packet Pg. 75 Attachment: VIII 1. TDC Grant Application Naples Pier Signed CM CoN (16135 : Tourist Development Council Grant Application Requests) Category "A" Grant Application - Page 2 Na les Pier AnnuaUzed Re air and Maintenance (Project Title) 8. If the fuU amount requested cannot be awarded, can the program/project be restructured to accommodate a smaller award? Yes ()No (X) PROJECT BUDGET PROGRAM ELEMENT TDC Funds Requested City/Taxing District Share State of Florida Share Federal Share AMOUNT $ 200 000 $ $ $ TOTAL $ 200 000 PROJECT EXPENSES: (Engineermg, Mobilization, Contractor, Monitoring etc) Labor Re au- Maintenance Su Ues Materials $200000 $ $ TOTAL $ 200 000 I have read the Tourist Development Category "A" Beach Funding Policy covering beach renourishment and pass maintenance and agree that my organization wUl comply with aU gui e *nes and cr ^~a. - AM Dana A. Souza, Int im City Manager 5 1^1 ^-^ 2^ Date 7.A.c Packet Pg. 76 Attachment: VIII 1. TDC Grant Application Naples Pier Signed CM CoN (16135 : Tourist Development Council Grant Application Requests) EXHIBIT A ADDITIONAL INFORMATION ELIGIBILITY: The pier structure is no more than one-half mile from a public beach facility, public access point, and hotel or motel facilities and is on a beach area classified as eligible. ORGANIZATIONAL CAPACITY: The City of Naples will be the primary recipient and lead agency for controlling and completing all aspects and activities proposed in this grant application. The City will remain the lead agency for the duration of funding and will be the sole point of contact for all matters related to this proposal. The City has the managerial and financial capability to ensure proper planning, management, and completion of the project described in this application. BUDGET ASSURANCES: Dual Compensation: If a City project staff member or consultant is involved simultaneously in two or more projects, the staff will not be compensated for more than 100% of their time for any such dual involvement. PROJECT LOCATION MAP: 7.A.c Packet Pg. 77 Attachment: VIII 1. TDC Grant Application Naples Pier Signed CM CoN (16135 : Tourist Development Council Grant Application Requests) COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL CATEGORY "A'' GRANT APPLICATION Beach Renourishment and Pass Maintenance Collier County Sea Turtle Protection Program/Environmental Compliance 1. Name and Address of Project Sponsor Organization: Collier County Parks and Recreation Department North Collier Regional Park 15000 Livingston Road Naples, FL 34109 2. Contact Person, Title and Phone Number: Name: Barry Williams, Director Address: 15000 Livingston Road City: Naples, FL,34109 Phone: 239-252-4035 FAX: 239 -514-8657 Other: 239-280-7035 3. Organization's Chief Official and Title: Barry Williams, Director Collier County Parks and Recreation Division 4. Details of Project- Description and Location: The following activities require coastal construction permits from the State of Florida and thus a sea turtle monitoring program. L Beach nourishment; 2. Construction, excavation or maintenance of coastal inlet and related shoals; 3. Beach cleaning and grooming activities landward of the mean high-water line. 4. Beach cleaning following a red tide or storm event. The following excerpts from current regulations (Chapter 168-41 Rules and Procedures for Application for Coastal Construction Permits, Florida Administrative Code), provides for the scope of the permitting process and protection of marine turtles as it relates to the aforementioned activities. 168-41.001 Scope This chapter provides the requirements and procedures for the issuance, denial, transfer, renewal, modification, suspension and revocation of coastal construction permits. In this Chapter Coastal Construction is defined as "any work or activity on or encroaching upon 7.A.d Packet Pg. 78 Attachment: VIII 1. TDC Grant Application - Turtle Monitoring (16135 : Tourist Development Council Grant Application Requests) sovereignty lands of Florida, below the mean high-water line of any tidal water of the state, which is likely to have a material physical effect on existing coastal conditions or natural shore and inlet processes." l6B-41.0055 Protection of Marine Turtles (Florida Administrative Code) (1) In keeping with the Departments Authority to protect marine turlles pursuant to Section 370.12, Florida Statutes, any application for a permit under this Chapter for coastal construction that affects marine turtles shall be subject to the conditions and requirements for marine turtle protection as part of the permitting process. (2) The Department shall require appropriate measures to protect marine turtles and their habitat, such as: nest surveys, nest relocation, nest marking, modification of coastal construction, measures to reduce sand compaction, and short and long term monitoring to assess the impacts of the permitted coastal construction on marine turtles and their habitat. The Parks and Recreation Department, marine turtle permit holders for Collier County, monitor the following beaches for sea turtle activities as State and federal permit requirements for beach renourishment, beach raking, allowance for the use of vehicles on the beach for surveys, beach cleanup following a red tide or storm event and special events . Barefoot Beach: construction. excavation or maintenance of Wiggins Pass (only that area included within the area of influence of Wiggins Pass; 1 mile north of Pass south to Wiggins Pass); pass material disposal location (renourishment): beach cleaning following a storm event and red tide Vanderbilt Beach: beach nourishment: construction. excavation or maintenance of a coastal inlet and related shoals (Wiggins Pass and Clam Pass): beach cleaning and grooming activities landward of the mean high-water line. Park Shore: beach nourishment; construction, excavation or maintenance of a coastal inlet and related shoals (Clam Pass and Doctors Pass). Upland sand temperature studies as required by the State. City of Naples: beach nourishment; construction, excavation or maintenance of a coastal inlet and related shoals (Doctors Pass and Gordon Pass) City of Marco Island: construction, excavation or maintenance of a coastal inlet and related shoals (Big Marco Pass and Caxambas Pass); Beach nourishment; Hideaway Beach T-Groin; beach cleaning and grooming activities landward of the mean high-water line. The duties and associated costs of the program are as follows: I . Administrative/permitting 2. Reconnaissance and beach zoning including installation and maintenance of DNR location reference monuments for CZM and Sheriff department 500 feet increments along 26 miles of beach 3. Daily monitoring (7 days/wk./beach -April 01-May 01 depending on renourishment schedules through Oct.3 1) 4. Evaluation, mapping and data entry 7.A.d Packet Pg. 79 Attachment: VIII 1. TDC Grant Application - Turtle Monitoring (16135 : Tourist Development Council Grant Application Requests) 5. Responding to sea tuftle disorientations (associated with renourishment and beach profile, as required by the State) 8. Repo(s (Sea Turtle Protection Plan- Annual Report; special reports per each beach nourishment and T-groin units, Index Nesting Beach Reports (Vanderbilt); State Productivity Reports, Beach Compaction Reports) 9. Mobilization/demobili zatron- 10. Vehicle maintenance- ATV's, penetrometers, data loggers I 1. Supplies- acquisition, maintenance, inventory 12. Sand studies including beach compaction, sand temperature and ground/surface water studies and associated reporting requirements 13. Dune vegetation monitoring and exotic removal 14. Nest relocation in construction areas 15. Monitoring and reporting of escarpments 16. Additional studies required as required State/Federal permits (Florida Statute Chapter 161-053 F.A.C. Chapter 62b-33) 17. Stranding reports and removal of injured, sick and dead seaturtles from all County beaches (average 50- I 00/yr). 18 Public awareness- news media and public speaking upon request. 19. State mandated beach lighting compliance inspections and follow-up 21. Assist with maintaining rope and posting along the dunes 22. Other duties as requested by CZM Department 23. Provide technical assistance and respond to data requests from coastal engineering consultants upon request. The purpose of this application is to obtain funds to perlorm the requirements of a sea turtle protection program in the specified locations. 5. Estimated project start date: October 1,2021 6. Estimated project duration: One (1) year 7, Total TDC Tax Funds Requested: $ 171.700 8. If the full amount requested cannot be awarded, can the program/project be restructured to accommodate a smaller award? Yes( ) No(x) 7.A.d Packet Pg. 80 Attachment: VIII 1. TDC Grant Application - Turtle Monitoring (16135 : Tourist Development Council Grant Application Requests) Collier County Tourist Development Council Category "A" Grant Application Page 2 Collier County Sea Turtle Protection Program/Environmental Compliance I'RO,[.C',t Itt l)(;1._ I' PROGRAM ELEMENT TDC Funds Requested City/Taxing District Share State of Florida Share Federal Share TOTAL Personnel and Operating Capital -Replacement ATV TOTAL PROJECT EXPENSES: (Engineering, Mobilization, Contractor, Monitoring etc) AMOUNT $ r71,700.00 $ $ $ $ 171,700.00 s 166,500s 5,200 $ 171,700 I hal'e read the Tourist Development Category "A" Beach Funding Policl- covering beach renourishment and pass maintenance and agree that m1' organization will compll rr ith all guideline s and criteria. Signature f Sponsor Organization's Chief Official 7.A.d Packet Pg. 81 Attachment: VIII 1. TDC Grant Application - Turtle Monitoring (16135 : Tourist Development Council Grant Application Requests) 06/28/2021 EXECUTIVE SUMMARY Recommendation to approve the FY 21/22 10-Year Capital Planning document for Fund 195-Beach Renourishment and Pass Maintenance and Fund 185 Program Management and Administration and make a finding that these expenditures promote tourism. OBJECTIVE: To obtain approval for the 10-year capital planning document. CONSIDERATIONS: A 10-year capital planning document has been developed by Collier County staff to identify and balance long-term capital requirements/expenses and revenues received from the tourist development tax Fund 195 for beach renourishment and pass maintenance. This document is strictly used for planning. All grant requests and expenditure requests will be reviewed and approved by the Coastal Advisory Committee, the Tourist Development Council, and the Board of County Commissioners. Additionally, the Florida Department of Environmental Protection (FDEP) Local Government Funding Request (LGFR) program requires that a 10-year planning document be utilized and approved for all municipalities seeking cost-share funding for Beach Management projects. Approval of this document for planning purposes satisfies the intent of this program. FISCAL IMPACT: No fiscal impact for this action. GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan related to this action. ADVISORY BOARD RECOMMENDATIONS: This item was approved by the Coastal Advisory Committee on June 10, 2021 (9-0 vote). The Tourist Development Council will review on June 28, 2021, prior to being presented to the Board of County Commissioners. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for approval. - CMG RECOMMENDATION: To approve the FY 21/22 10-Year Capital Planning document for Fund 195- Beach Renourishment and Pass Maintenance and Fund 185 Program Management and Administration and make a finding that this item promotes tourism. Prepared By: Andrew Miller, P.E., Coastal Zone Management, Capital Project Planning, Impact Fees and Program Management Division ATTACHMENT(S) 1. VIII 2. CZM FY22 10 Year 4-29 (PDF) 7.B Packet Pg. 82 06/28/2021 COLLIER COUNTY Collier County Tourist Development Council Item Number: 7.B Doc ID: 16136 Item Summary: Recommendation to approve the FY 21/22 10-Year Capital Planning document for Fund 195-Beach Renourishment and Pass Maintenance and Fund 185 Program Management and Administration and make a finding that these expenditures promote tourism. Meeting Date: 06/28/2021 Prepared by: Title: – Capital Project Planning, Impact Fees, and Program Management Name: Jessica Arencibia 06/03/2021 12:16 PM Submitted by: Title: Division Director - IF, CPP & PM – County Manager's Office Name: Amy Patterson 06/03/2021 12:16 PM Approved By: Review: Tourism Jennifer Leslie Tourism Division Completed 06/10/2021 11:13 AM Corporate Business Operations Jennifer Reynolds Additional Reviewer Completed 06/10/2021 1:08 PM Tourism Jack Wert Director Completed 06/10/2021 1:12 PM County Manager's Office Sean Callahan Executive Director Completed 06/17/2021 7:50 AM County Attorney's Office Colleen Greene Attorney Review Completed 06/18/2021 3:50 PM Tourist Development Council Jack Wert Meeting Pending 06/28/2021 9:00 AM 7.B Packet Pg. 83 TDC Beach Renourishment Capital Fund (195)11,447,600 2022 CZM 10 Year ProjectionProposedAdopted Amended ForecastBudget Projected Projected Projected Projected Projected Projected Projected Projected ProjectedFY22 - FY26 FY27 - FY31FY21 FY21 FY21 FY22 FY23 FY24 FY25 FY26 FY27 FY28 FY29 FY30 FY31 5 Year Totals 10 Year TotalsSourcesRoll forward (sum of reserves)46,763,000 46,763,000 59,017,300 43,725,700 45,010,300 49,180,100 54,065,200 24,115,900 29,695,100 32,349,200 40,395,200 13,643,400 21,656,900 43,725,700 43,725,700 Carry Forward to Fund Project Roll‐ 7,347,228 ‐ ‐ ‐ ‐ ‐ ‐ TDT (Fund 195) Revenue9,734,100 9,734,100 10,092,600 10,134,800 12,300,000 12,423,000 12,547,200 12,672,700 12,799,400 12,927,400 13,056,700 13,187,300 13,319,200 47,405,000 112,048,500 Revenue Reserve(512,000) (512,000) (506,800) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ (506,800) (506,800) Reimbursements/Miscellaneous Revenue 1,500,000 1,500,000 1,500,000 1,500,000 1,500,000 1,500,000 900,000 3,000,000 9,900,000 FEMA/FDEP Reimbursements‐ ‐ 3,360,000 3,360,000 3,360,000 Interest500,000 500,000 400,000 500,000 450,100 491,800 540,700 241,200 297,000 323,500 404,000 136,400 216,600 2,223,800 3,601,300 Total Funding56,485,100 63,832,328 69,509,900 53,853,700 61,120,400 62,094,900 68,653,100 38,529,800 44,291,500 47,100,100 55,355,900 28,467,100 36,092,700 99,207,700 172,128,700 Uses FY21 FY21 FY21 FY22 FY23 FY24 FY25 FY26 FY27 FY28 FY29 FY30 FY31 5 Year Totals 10 Year TotalsProj. No. Beach Projects50154 Hurricane Irma:‐ 1,000,000 1,000,000 ‐ ‐ Proj. No. Collier Beach Renourishment‐ ‐ 80301 Collier Beach Renourishment124,725 124,700 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 90068 Naples Beach Engineering, NTP & Renourishment 2,000,000 2,064,887 3,464,900 2,600,000 ‐ ‐ ‐ 1,750,000 3,250,000 ‐ ‐ ‐ ‐ 4,350,000 7,600,000 90067 Park Shore Beach Engineering, NTP & Renourishment 256,688 256,700 ‐ ‐ 875,000 1,625,000 ‐ ‐ ‐ 875,000 1,625,000 2,500,000 5,000,000 90066 Vanderbilt Beach Engineering, NTP & Renourishment 1,400,000 2,600,000 ‐ ‐ 1,750,000 3,250,000 ‐ ‐ ‐ 4,350,000 7,600,000 90069 Clam Pass Beach Engineering, NTP & Renourishment 250,253 250,300 ‐ 525,000 975,000 ‐ ‐ 525,000 975,000 1,500,000 3,000,000 90070 Pelican Bay Beach Engineering, NTP & Renourishment ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 90062 Marco Central Bch Regrade ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 90071 Marco Island South, NTP & Renourishment 426,101 426,100 ‐ ‐ ‐ 1,500,000 ‐ ‐ ‐ 1,500,000 1,500,000 3,000,000 90074 North Park Shore Beach NTP & Renourishment (project coord w/Park Shore)49,067 49,100 ‐ ‐ 80165 County Beach Analysis & Design‐ 30,025 30,000 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 90065 Local Government Funding Request (LGFR)25,000 41,330 41,300 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 125,000 250,000 ‐ ‐ 80366 Beach Resiliency50,000 35,000,000 50,000 35,000,000 35,050,000 70,100,000 USACE Feasibility Study Technical Support 150,000 266,135 266,100 ‐ ‐ Cost Share participation ‐ 35% for BASE design/permitting/construction ($25M)9,000,000 9,000,000 9,000,000 Collier Perferred Scope over USACE Recommended (base/storm surge) Plan‐ ‐ Cost Share Resiliency Structural Solutions ‐ Study, Modeling, Peer Review500,000 500,000 500,000 Cost ShareResiliency Structural Solutions ‐Permitting, Engineering , Design150,000 150,000 150,000 150,000 150,000 150,000 600,000 900,000 Cost Share Resiliency Structiral Solutions ‐ Construction2,500,000 2,500,000 2,500,000 2,500,000 2,500,000 2,500,000 7,500,000 15,000,000 ‐ ‐ Proj No. Inlet Projects‐ ‐ 80288 Wiggins Pass Dredging25,000 37,137 37,100 150,000 25,000 850,000 25,000 150,000 25,000 850,000 25,000 150,000 150,000 1,200,000 2,400,000 90549 Doctor's Pass Dredging53,307 53,300 600,000 600,000 600,000 1,200,000 88032 Clam Pass Dredging (Pel Bay)436,322 436,400 20,000 250,000 20,000 250,000 20,000 250,000 20,000 250,000 20,000 20,000 560,000 1,120,000 90072 Collier Creek Modeling, Jetty Rework and Channel Training 1,100,000 4,063,830 4,063,800 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 90073Erosion Control Structure Doctor's Pass (phase out)‐ ‐ 90029Doctor's Pass S Jetty Reconstruct (phase out)‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 90064Collier Creek Engineering, NTP and Dredging (30,000CY's) (phase out)‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ Proj No. Regulatory‐ ‐ 80171 Beach Tilling ‐ County Wide30,000 113,279 113,300 30,000 30,000 30,000 30,000 30,000 30,000 30,000 30,000 30,000 30,000 150,000 300,000 90033 Near Shore Hard Bottom Monitoring185,000 475,647 475,600 185,000 185,000 185,000 185,000 185,000 185,000 185,000 185,000 185,000 185,000 925,000 1,850,000 90297 Shorebird Monitoring25,000 115,489 115,500 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 125,000 250,000 90536 City/County Physical Beach and Pass Monitor170,000 325,589 325,600 170,000 170,000 170,000 170,000 170,000 170,000 185,000 185,000 185,000 185,000 850,000 1,760,000 99999 Transfer to Fund 119 Beach Turtle Monitoring171,700 171,700 171,700 171,700 171,700 171,700 171,700 171,700 171,700 171,700 171,700 171,700 171,700 858,500 1,717,000 ‐ ‐ Proj No. Maintenance‐ ‐ 80378 Tractor Shelter33,627 33,600 ‐ ‐ 90527 Beach Cleaning‐Naples197,000 396,182 396,200 203,000 197,000 197,000 197,000 197,000 197,000 197,000 197,000 197,000 197,000 991,000 1,976,000 90533 Beach Cleaning‐County/Marco354,200 386,841 386,800 268,100 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 1,068,100 2,068,100 80407 Jolly Bridge Maintenance20,000 46,625 46,600 ‐ ‐ 90044Vegetation Repairs‐Exotic Removal (phase out)147,866 147,900 ‐ ‐ ‐ ‐ Proj No. Structures‐ ‐ 90096 Naples Pier135,600 135,600 135,600 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 1,000,000 2,000,000 80268Olesky Pier (phase out)‐ 33,414 33,400 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 80321Lake Trafford Shore Line Ann Olesky Sea Wall Repair (phase out)260,097 260,100 ‐ ‐ ‐ ‐ Proj No. Administration‐ ‐ 90020 Fund 195 Admin Costs 75,000 268,965 269,000 75,000 75,000 75,000 75,000 75,000 75,000 75,000 75,000 75,000 75,000 375,000 750,000 Total Direct Project Cost4,663,500 12,010,728 14,810,700 7,222,800 10,753,700 6,798,700 43,303,700 7,598,700 10,703,700 5,463,700 40,468,700 5,563,700 1,463,700 75,677,600 139,341,100 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 99195 Interest Redirection‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 99195 Transfer to 185 Operating846,000 846,000 846,000 883,700 978,800 978,800 978,800 978,800 978,800 978,800 978,800 978,800 7,759,900 11,675,100 99195 Transfer to Tax Collecter (Revenue Collection Exp)227,500 227,500 227,500 236,900 207,800 252,200 254,700 257,200 259,800 262,400 265,000 267,700 1,912,915 2,967,815 99195 Adv/Repay to 3709,900,000 9,900,000 99195 Reserves General‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 99195Reserve for Catastrophe (increase by 500K/yr up to 10M in reserves)8,570,000 8,570,000 9,070,000 9,570,000 10,000,000 10,000,000 10,000,000 10,000,000 10,000,000 10,000,000 10,000,000 10,000,000 10,000,000 99195 Reserve for Unrestricted Capital‐ ‐ 99195 Reserve ‐ FDEP/FEMA Refuding/Deob‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ Total Programmed14,307,000 31,554,228 25,784,200 17,413,400 21,510,300 18,029,700 54,537,200 18,834,700 21,942,300 16,704,900 51,712,500 16,810,200 1,463,700 95,350,415 163,984,015 Unencumbered Reserve Balance to Roll42,178,100 32,278,100 43,725,700 36,440,300 39,610,100 44,065,200 14,115,900 19,695,100 22,349,200 30,395,200 3,643,400 11,656,900 34,629,000 3,857,285 8,144,685 40,848,100.49 G:\Coastal Zone Management\CAC Information Folders-Other Committees-Notices\1 CAC Agenda Items by Year\2021 Meeting Dates\06-10-21\CZM FY22 10 Year 4-297.B.aPacket Pg. 84Attachment: VIII 2. CZM FY22 10 Year 4-29 (16136 : the FY 21/22 10-Year Capital Planning Document) 06/28/2021 EXECUTIVE SUMMARY Recommendation to authorize expenditure of Tourist Development Tax funds for Clam Pass maintenance in the amount of $357,739.80 for Option 2 for construction, engineering and surveying, monitoring, and permitting, authorize the necessary budget amendments, and make a finding that this item promotes tourism. OBJECTIVE: To select a marine contractor to perform mechanical bypassing and regrading of accumulated sand and restoration of the Clam Pass inlet channel and banks. CONSIDERATIONS: Collier County Ordinance No. 2002-27, as amended, established the Pelican Bay Municipal Service Taxing and Benefit Unit for the purpose of providing street lighting, water management, beach renourishment, ambient noise management, extraordinary law enforcement service and beautification, including but not limited to beautification of recreation facilities, sidewalk, street and median areas, identification markers, and maintenance of conservation or preserve areas. Pelican Bay Services Division (PBSD) is solely responsible for advising the County on dredging and maintaining Clam Pass and manages such activities for the County. Clam Pass is a small inlet in Collier County that supports tidal flow to the wetland preserve of Clam Bay Natural Resource Protection Area (NRPA). Maintenance dredging is essential to the health of the system because of the relatively small tidal prism for Clam Bay which is typically at a critical balance between tidal energy and littoral process at the inlet channel. The Fl orida Department of Environmental Protection (FDEP) Clam Pass maintenance dredging Permit No 0296087-001-JC was modified in 2019 (Permit No. 0296087-007-JN) to incorporate minor updates to the disposal fill template and conditions for work during turtle nesting season. Monitoring of the hydraulic and physical conditions of the Clam Bay system includes continuous water level and tidal data collection at 4 locations within the bay system. The monitoring of inlet conditions indicates continued high rates of sand accumulation at the south bank of the inlet and progressive channel migration northward. There has been persistent flow of sand from south side of the inlet since sand placement at Clam Pass Park in January 2020. A limited maintenance excavation and grading project was completed in April 2020 to mechanically bypass the sand accumulation at the south side of the inlet and restore the inlet channel to its design template. Additional limited maintenance work was completed in December 2020 which included removal of the sand spit and re-grading the inlet entrance using mechanical equipment. The approximate volume of sand that was relocated within the template approximately 10,000 cubic yards. These maintenance events helped restore tidal flow, but the sand has continued to encroach upon the inlet channel from the south pushing the channel to the north. The proposed maintenance work includes two options. Option 1 consists of partial excavation and Option 2 consists of full dredging of the template. The construction plans show the proposed cut and fill areas. The approximate volume of sand to be relocated within the template is on the order of approximately 7,000 cubic yards for a partial excavation, and approximately 11,000 cubic yards for a full dredge. Work is anticipated to start as soon as necessary. Timeline will be dependent on conditions of the inlet over the coming few months. Clam Pass is a small dynamic inlet and conditions may change over time especially following storms. The requested quotes are for two options to allow for inlet maintenance of partial or full dredge of the permitted template depending on inlet conditions over the coming few months. As such Standard Technical Specs states 7.C Packet Pg. 85 06/28/2021 inlet maintenance work to be conducted outside of nesting season. However, if conditions of the inlet require earlier action due to storms during this 2021 tropical season, work may be necessary prior to Nov 1, 2021. The contractor may provide windows of time for their availability for each option over the 6 months period of August 2021 through February 2022 and required lead time from NTP to mobilization. On May 28, 2021, staff requested quotes from all vendors currently under contract with the County under Agreement No. 19-7624, “Marine Contractor Services.” Two vendors under contract submitted quotes, which were received and opened by staff on June 11, 2021. The bids received are summarized below. VENDOR Quote Option 1 Quote Option 2 TSI Disaster Recovery $ 144,000.00 $ 264,000.00 Quality Enterprises USA., Inc.. $ 218,400.00 $ 343,200.00 Kelly Brothers No Quote No Quote Marine Contracting Group, Inc No Quote No Quote The Engineer of Record has determined that TSI Disaster Recovery is the lowest responsive and responsible quoter, and the Contractor's quote of $264,000.00 is reasonable and consistent with industry standards. Staff recommends awarding a Purchase Order to TSI Disaster in the amount of $264,000.00. The work will cover a period of 90 days, with 30 days until substantial completion. Subject to the Board’s approval, staff will issue a Notice to Proceed to commence services. Estimated costs for the project are as follows: Task Option 1 Option 2 Construction $ 144,000.00 $ 264,000.00 Engineering and Surveying $ 25,914.00 $ 32,034.00 Environmental Monitoring & Reporting $ 12,964.00 $ 24,184.00 Permit Fees $ 5,000.00 $ 5,000.00 Contingency @ 10% $ 18,787.80 $ 32,521.80 TOTAL $ 206,665.80 $ 357,739.80 FISCAL IMPACT:. The total estimated cost for Clam Pass maintenance is $206,665.80 for Option 1 and $357,739.80 for Option 2. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for Board approval.- CMG RECOMMENDATION: To authorize an expenditure of Tourist Development Tax funds for Clam Pass maintenance in the amount of $357,739.80 for Option 2 for construction, engineering and surveying, monitoring, and permitting, authorize the necessary budget amendments, and make a finding that this item promotes tourism. Prepared by: Lisa Jacob, Project Manager, Pelican Bay Services Division ATTACHMENT(S) 1. 2a-2021-Clam-HM-Maintenance-2021-Opt1 (PDF) 7.C Packet Pg. 86 06/28/2021 2. 2b-PCS - CLAM PASS CONSTRUCTION SURVEYS 210603 OPTION 1 (PDF) 3. 2c-2021-Clam-HM-Maintenance-2021-Opt2 (PDF) 4. 2d-PCS - CLAM PASS CONSTRUCTION SURVEYS 210603 OPTION 2 (PDF) 5. 3a - ETE Proposal for Environmental Consulting Services Partial Excavation (PDF) 6. 3b - ETE Proposal for Environmental Consulting Services Full Dredge (PDF) 7. 4-RFQ-19-7624 for 2021 Clam Pass Maintenance 5-28-21 (PDF) 8. 6-ePlanSet-27May21-sm (PDF) 9. 7-ClamPass-TechnicalSpecs-Maintenance5-2021 (PDF) 10. 8a-OPC-Opt1 (PDF) 11. 8b-OPC-Opt2 (PDF) 12. QUOTE - QE Clam Pass Maintenance (PDF) 13. Quote- TSI Clam Pass Maintenance (PDF) 14. HM ELORA TSI 6-11-21 (PDF) 7.C Packet Pg. 87 06/28/2021 COLLIER COUNTY Collier County Tourist Development Council Item Number: 7.C Doc ID: 16141 Item Summary: Recommendation to authorize expenditure of Tourist Development Tax funds for Clam Pass maintenance in the amount of $357,739.80 for Option 2 for construction, engineering and surveying, monitoring, and permitting, authorize the necessary budget amendments, and make a finding that this item promotes tourism. Meeting Date: 06/28/2021 Prepared by: Title: Project Manager, Associate – Pelican Bay Services Name: Lisa Jacob 06/14/2021 8:25 AM Submitted by: Title: Project Manager, Associate – Pelican Bay Services Name: Lisa Jacob 06/14/2021 8:25 AM Approved By: Review: Pelican Bay Services Lisa Jacob Additional Reviewer Skipped 06/22/2021 2:24 PM Tourism Jennifer Leslie Tourism Division Completed 06/22/2021 2:55 PM Corporate Business Operations Jennifer Reynolds Additional Reviewer Completed 06/22/2021 2:56 PM Tourism Jack Wert Director Completed 06/22/2021 2:57 PM Pelican Bay Services Chad Coleman Additional Reviewer Completed 06/22/2021 3:06 PM County Manager's Office Sean Callahan Executive Director - Corp Bus Ops Completed 06/23/2021 8:51 AM County Manager's Office Sean Callahan Executive Director Completed 06/23/2021 8:51 AM County Attorney's Office Colleen Greene Attorney Review Completed 06/23/2021 9:39 AM Tourist Development Council Jack Wert Meeting Pending 06/28/2021 9:00 AM 7.C Packet Pg. 88 F:\Collier\300‐Clam‐Pass\2021‐Maintenance‐Grading\Contract\2021‐Operations‐Maintenance‐2021‐AB.docx WORK ORDER/ PURCHASE ORDER# CONTRACT# 18‐7432CZ _______________________________________________________________________ Proposal Dated : June 1, 2021 ____ Humiston & Moore Engineers (H&M) is pleased to provide this scope of work to Collier County via the Pelican Bays Services Division (PBSD). The purpose of this scope is to provide professional services for OPTION 1 of the Maintenance excavation and grading of Clam Pass Sections A and B. Services include survey work to layout the work area, pre/post construction surveys, data analysis and preparation of plans and technical specifications, coordination with DEP for the Notice to Proceed, field observation and post construction compliance services. The following breakdown is proposed as a Negotiated Lump Sum to be completed within 180 days of receipt of the Purchase Order and Letter of Notice to Proceed from Collier County. Deliverable: Notice to Proceed and Post construction as built provided. Total amount for Work Order:….………………………………………………$25,914.00 June 1, 2021 Mohamed A. Dabees, P.E. Vice‐President Date Humiston & Moore Engineers Rates 177.00$ 115.00$ 103.00$ Total Humiston & Moore Engineers Senior Engineer Scientist / Geologist Senior Technician Data Analysis and Work Plan 4 8 4 2,040.00$ Bid Process and Meetings 10 4 2 2,436.00$ Notice to Proceed 4 8 4 2,040.00$ Field Observations and Post Construction Ccompliance Items 32 24 8 9,248.00$ Survey work: Park Coastal Surveying ‐ Layout project control, pre and post construction surveys 10,150.00$ Total 25,914.00$ 5679 Strand Court Naples, FL 34110 239-594-2021 – Voice 239-594-2025 - Fax 7.C.a Packet Pg. 89 Attachment: 2a-2021-Clam-HM-Maintenance-2021-Opt1 (16141 : Recommendation to authorize expenditure of Tourist Development Tax funds 1329 10th Street East Palmetto, FL 34221 Office # 941-416-1611 A CERTIFIED SERVICE DISABLED VETERAN OWNED SMALL BUSINESS (SDVOSB) June 3, 2021 Re: Proposal for Professional Surveying Services Clam Pass Excavation Template Layout and Pre and Post Surveys Naples, Florida Mohamed A. Dabees: Park Coastal Surveying, LLC. is pleased to submit this proposal for the following professional surveying services required on the above-referenced project: SCOPE OF SERVICES – OPTION 1 I. Excavation Template Layout (0+00 to 6+10): • PCS will layout the excavation template at the mouth of Clam Pass as provided by Humiston & Moore Engineers as shown on Exhibit A to station 6+10. • Grade stake recovery/removal will be the responsibility of the contractor. • PCS anticipates one mobilization to provide these services if additional mobilizations are required, they will be billed at our current hourly rates. PCS will provide the services listed in Section I for the lump sum fee of $1,550. II. Pre-Construction Survey (0+00 to 6+10 & R40 – R43): • PCS will provide a pre-construction survey of the area shown on Exhibit A (less R-44 & 45) to station 6+10 and will follow the stations listed or perform a “scatter” survey of the area. • PCS will calculate available volumes per the design template. • Data will be collected with a sonar system and traditional RTK GPS. PCS will provide the services listed in Section II for the lump sum fee of $2,900. 7.C.b Packet Pg. 90 Attachment: 2b-PCS - CLAM PASS CONSTRUCTION SURVEYS 210603 OPTION 1 (16141 : Recommendation to authorize expenditure of Tourist 1329 10th Street East Palmetto, FL 34221 Office # 941-416-1611 A CERTIFIED SERVICE DISABLED VETERAN OWNED SMALL BUSINESS (SDVOSB) Page 2 Estimator June 3, 2021 III. Post-Construction Survey • PCS will provide a post-construction survey of the area shown on Exhibit A (less R-44 & 45) as well as the remainder of the sections (Shoal, A, B, & C end at station 18+00 & R-40 to R-43) and will follow the stations listed or perform a “scatter” survey of the area. • PCS will calculate available and removed volumes per the design template. • Data will be collected with a sonar system and traditional RTK GPS. PCS will provide the services listed in Section III for the lump sum fee of $5,700. Total Option 1 Fee = $10,150 I have attached our standard “General Contract, Provisions and Conditions” as part of this agreement. To accept this proposal, please sign where indicated below and return a copy of this document as your acceptance of this agreement and our authorization to proceed. If you have any questions or comments, please do not hesitate to contact me at 941-416-1611. I look forward to working with you on this project. Sincerely, Park Coastal Surveying, LLC. Charles C. Park, MSG Ret. President Accepted by: Sign here: _________ Date: Print name here: 7.C.b Packet Pg. 91 Attachment: 2b-PCS - CLAM PASS CONSTRUCTION SURVEYS 210603 OPTION 1 (16141 : Recommendation to authorize expenditure of Tourist 1329 10th Street East Palmetto, FL 34221 Office # 941-416-1611 A CERTIFIED SERVICE DISABLED VETERAN OWNED SMALL BUSINESS (SDVOSB) ATTACHMENT “A” GENERAL CONTRACT Provisions & Conditions Services to be rendered under this Contract Agreement (Agreement) between Park Coastal Surveying, LLC. (PCS) and the Client are based upon those provisions as set forth in the original proposal letter (Proposal) and are included together with and made part of this Agreement. The Proposal and these General Contract Provisions & Conditions represent the entire understanding between the Client and PCS. Any modifications in the terms of this Agreement must be executed in writing and accepted by both parties involved. A. Description of Services: 1.The Basic Services to be performed under this contract are limited to those “Scope of Services” items as specifically stated on the attached proposal and no others. 2.Any Additional Services requested after the commencement date of this project shall be considered as Additional Services to the Basic Services. All additional Services shall be subject to additional compensation either at PCS' current hourly rate schedule or at a rate as agreed to by both PCS and the Client. B. Standard Provisions: 1.The Proposal is valid for a period of thirty (30) days from the date thereon. All hourly rates quoted are subject to revision quarterly, unless otherwise agreed upon by both parties. 2.PCS shall carry and maintain general liability, professional liability, worker’s compensation, and automobile liability insurances for the period of this contract. Proof of insurance will be furnished upon request. Coverage requested above the established company limits may be available upon agreement for reimbursement for additional expenses by the Client. 3.Payments to PCS are the sole responsibility of the signatory of the Agreement and are not subject to any third party compensation condition or agreement. Invoices are rendered as agreed upon, but not to exceed monthly, and are deemed due and payable upon receipt. Outstanding invoices over thirty (30) days past due from the date on the invoices are deemed “past due” and subject to a finance charge of 1 ½ percent per month. Invoice payments must be kept current and are not to exceed 30 days. After this 30 days all work may be subject to suspension, unless otherwise agreed upon by both parties. 4.Either the Client or PCS may, with seven (7) days written notice, terminate this agreement, if the other party fails to perform under the terms of this contract. If termination of the project is through no fault of PCS, PCS will be compensated for all services performed to date, including all reimbursable expenses along with a 10% “Termination Expense Assessment” of all remaining unbilled project fees per this agreement. Additional project mobilization or start up fees may be added to any fee remaining after termination of a project, if the project is reactivated after a period of ten (10) days. 7.C.b Packet Pg. 92 Attachment: 2b-PCS - CLAM PASS CONSTRUCTION SURVEYS 210603 OPTION 1 (16141 : Recommendation to authorize expenditure of Tourist 1329 10th Street East Palmetto, FL 34221 Office # 941-416-1611 A CERTIFIED SERVICE DISABLED VETERAN OWNED SMALL BUSINESS (SDVOSB) 5.PCS’ services under this contract do not include participation in any actions of litigation. All expert witness services are to be provided by and compensated for under a separate contract as negotiated and executed by the parties. 6.The Client and PCS agree that no warranties, guarantees, representations, or statements of any nature have been relied upon and used as a basis for this agreement, unless contained herein or as may be implied to in Florida Statutes. 7.PCS is not responsible for any failure to perform under any conditions which arise from causes beyond PCS’ reasonable control or which may be caused by any unavoidable or unforeseeable action arising beyond any reasonable PCS or Client control. 8.To the fullest extent provided by law, and withstanding any other provision of this Agreement, the total aggregate liability due to any error, omission or other professional negligence shall be limited to a total sum of the fee agreed upon under this Agreement (less any third part costs). 9.Any errors, omissions or deficiencies on any document issued by PCS and observed by the Client or his representative must be reported only to PCS promptly in order to facilitate mitigation of any claimed losses, which may arise or be due. 10.PCS shall be entitled to collect its costs and reasonable attorney’s fee incurred in the collection of any fee due PCS; including all fees incurred in any litigation resulting from the enforcement of any of the terms of this Agreement. 11.All original documents and files, both digital and hard copy, resulting from the Agreement are and shall remain the property of PCS. PCS will furnish six (6) copies of the final product as directed for delivery by the Client. Any reuse or reissue of drawings or documents must be approved by PCS and must be limited to the specific purpose stated on the face of the document. The Client will hold PCS harmless from all claims arising from unauthorized acts of re-issuance or reuse of any document of service in this Agreement. 12.The Client will approve all sub-contracts or sub-consultants prior to engagement by PCS on their behalf. PCS may act as an Authorized Agent only when both the Client and PCS properly execute a written agreement. 7.C.b Packet Pg. 93 Attachment: 2b-PCS - CLAM PASS CONSTRUCTION SURVEYS 210603 OPTION 1 (16141 : Recommendation to authorize expenditure of Tourist Easting Northing Azimuth Length -4+00 387,464.97 686,291.39 180 1500' -;;; -3+00 387,564.96 686,292.28 180 1500' 0 -2+00 387,664.95 686,293.18 180 1500' "' -1+00 387,764.95 686,294.08 180 1500' o+oo 387,864.94 686,294.98 180 1500' o+50 387,914.94 686,295.42 180 800' 1+00 387,964.94 686,295.87 180 800' <( 1+50 388,014.94 686,296.32 180 700' C 0 2+oo 388,064.94 686,296.77 180 550' ·-ecu 2+50 388,114.94 686,297.22 180 550' "' 3+oo 388,164.94 686,297.67 180 bank to bank 3+30 388,194.94 686,297.94 180 bank to bank 3+64.5 388,229.44 686,298.25 180 bank to bank 4+10 388,279.10 686,372.13 156 bank to bank 4+60 388,326.17 686,389.30 156 bank to bank al 5+10 388,373.24 686,406.47 156 bank to bank C 0 5+60 388,420.31 686,423.64 156 bank to bank ·-ecu 6+10 388,467.38 686,440.81 156 bank to bank "' 6+60 388,512.37 686,457.21 156 bank to bank 7+10 388,553.62 686,486.14 145 bank to bank 7+50 388,548.38 686,525.38 82 bank to bank 8+oo 388,541.76 686,574.94 82 bank to bank 8+50 388,535.14 686,624.50 82 bank to bank 9+oo 388,528.52 686,674.06 82 bank to bank 9+50 388,521.91 686,723.62 82 bank to bank lo+OO 388,515.29 686,773.18 82 bank to bank lo+19 388,512.76 686,792.09 140 bank to bank lo+50 388,536.63 686,811.79 140 bank to bank 11+00 388,575.19 686,843.61 140 bank to bank u 11+50 388,613.75 686,875.44 140 bank to bank C 12+00 388,686.18 686,935.29 140 bank to bank 0 ·-e 13+00 388,729.40 686,970.97 140 bank to bank cu 13+50 388,768.01 687,002.74 140 bank to bank 14+00 388,806.57 687,034.57 140 bank to bank 14+50 388,845.14 687,066.39 140 bank to bank 388,051.60 686,785.60 270 15+00 388,686.18 686,935.29 240 bank to bank 388,121.15 686,320.77 270 15+50 388,711.24 686,892.03 240 bank to bank 388,172.39 685,978.25 270 16+00 388,736.07 686,848.63 240 bank to bank 388,228.21 685,231.35 270 16+50 388,760.89 686,805.22 240 bank to bank 388,209.40 685,731.00 270 bank to bank 388,248.50 684,692.30 270 17+00 388,785.72 686,761.82 240 388,359.10 683,701.50 270 17+50 388,810.55 686,718.42 240 bank to bank 388,478.90 682,660.00 270 18+00 388,835.14 686,674.89 240 bank to bank CLAM PASS MONITORING SCOPE 5679 STRAND COURT &MOORE BEACH AND INLET STATIONS NAPLES, FL 3411 0 ENGINEERS FOR: MONITORING SURVEY FAX: (239) 594-2025 I □I COASTAL DATE: 5/25/21 IFILE: SCOPE ISCALE: 1 "=250' PHONE: (239) 594-2021 ENGINEERING DESIGN In A Tl llJ. lc-1�11cc-. www.humistonandmoore.com AND PERMITTING Jnc,. <7c;_n,::c: i-1An1:n: 1 nc-1 EXHIBIT A 7.C.b Packet Pg. 94 Attachment: 2b-PCS - CLAM PASS CONSTRUCTION SURVEYS 210603 OPTION 1 (16141 : w NOTES: LEGEND SEAGRASS AREAS PER JULY 2020 ANNUAL MONITORING SURVEY. •EXCAVATION FROM SEAWARD END OF CHANNEL TOSTATION 6+ 10. I I I I I� 0 0 CHANNEL FLATS �LL ABANDONED CHANNEL TO -1.7' NAVD CHANNEL SECTION A BOTTOM -5.5' NAVD INCLUDING OVERDEPTH SIDE SLOPES O 1 :1 CHANNE'.L rLATS CUT TO -1.7 NAVD DO NOT PROVIDE FILL st.c,,o� ?. ":>' �i,,"" � c'1,l>-���t\... �'(�o'1-· �;;.'r\ � ,o� ,o r,: ot."' \ t,'1-c!l-'lt-.'-r� t,S I>-' \:\ � "s\ot 5\,.0'< \ / \ \ / /\ CLAM PASS MAINTENANCE PROJECT SITE PLAN -PERMITTED TEMPLATE FOR: COLLI ER COUNTY \\ DATE: 5/27 /21 IFILE: PLAN !SCALE: SHOWN JOB: 23065 DATUM: NAVD88 ISHEET: 1 OF 3 1�0� ... ;....-/ \ \ " \ / \ \ \\ \ , \ \J � 0 5679 STRAND COURT NAPLES, FL 34110 100' (/'\ FAX: (239) 594-2025 PHONE: (239) 594-2021 www.humistonondmoore.com EXHIBIT A 7.C.b Packet Pg. 95 Attachment: 2b-PCS - CLAM PASS CONSTRUCTION SURVEYS 210603 OPTION 1 (16141 : Recommendation to authorize expenditure of Tourist F:\Collier\300‐Clam‐Pass\2021‐Maintenance‐Grading\Contract\2021‐Operations‐Maintenance‐2021‐ABC.docx WORK ORDER/ PURCHASE ORDER# CONTRACT# 18‐7432CZ _______________________________________________________________________ Proposal Dated : June 1, 2021 ____ Humiston & Moore Engineers (H&M) is pleased to provide this scope of work to Collier County via the Pelican Bays Services Division (PBSD). The purpose of this scope is to provide professional services for OPTION 2 for the Maintenance excavation and grading of Clam Pass Sections A, B, and C. Services include survey work to layout the work area, pre/post construction surveys, data analysis and preparation of plans and technical specification, coordination with DEP for the Notice to Proceed, field observation and post construction compliance services. The following breakdown is proposed as a Negotiated Lump Sum to be completed within 180 days of receipt of the Purchase Order and Letter of Notice to Proceed from Collier County. Deliverable: Notice to Proceed and Post construction as built provided. Total amount for Work Order:….………………………………………………$32,034.00 June 1, 2021 Mohamed A. Dabees, P.E. Vice‐President Date Humiston & Moore Engineers Rates 177.00$ 115.00$ 103.00$ Total Humiston & Moore Engineers Senior Engineer Scientist / Geologist Senior Technician Data Analysis and Work Plan 4 8 4 2,040.00$ Bid Process and Meetings 10 4 2 2,436.00$ Notice to Proceed 4 8 4 2,040.00$ Field Observations and Post Construction Ccompliance Items 42 24 8 11,018.00$ Survey work: Park Coastal Surveying ‐ Layout project control, pre and post construction surveys 14,500.00$ Total 32,034.00$ 5679 Strand Court Naples, FL 34110 239-594-2021 – Voice 239-594-2025 - Fax 7.C.c Packet Pg. 96 Attachment: 2c-2021-Clam-HM-Maintenance-2021-Opt2 (16141 : Recommendation to authorize expenditure of Tourist Development Tax funds 1329 10th Street East Palmetto, FL 34221 Office # 941-416-1611 A CERTIFIED SERVICE DISABLED VETERAN OWNED SMALL BUSINESS (SDVOSB) June 3, 2021 Re: Proposal for Professional Surveying Services Clam Pass Excavation Template Layout and Pre and Post Surveys Naples, Florida Mohamed A. Dabees: Park Coastal Surveying, LLC. is pleased to submit this proposal for the following professional surveying services required on the above-referenced project: SCOPE OF SERVICES – OPTION 2 I. Excavation Template Layout (0+00 to 18+00): • PCS will layout the excavation template at the mouth of Clam Pass as provided by Humiston & Moore Engineers as shown on Exhibit A to station 6+10 and will stake to station 18+00 approximately every 100’ if needed. • Grade stake recovery/removal will be the responsibility of the contractor. • PCS anticipates one mobilization to provide these services if additional mobilizations are required, they will be billed at our current hourly rates. PCS will provide the services listed in Section I for the lump sum fee of $3,100. II. Pre-Construction Survey (0+00 to 18+00 & R-40 to R-43): • PCS will provide a pre-construction survey of the area shown on Exhibit A (less R-44 & R-45) as well as the remainder of the sections (Shoal, A, B, & C end at station 18+00, and R-40 to R-43) and will follow the stations listed or perform a “scatter” survey of the area. • PCS will calculate available volumes per the design template. • Data will be collected with a sonar system and traditional RTK GPS. PCS will provide the services listed in Section II for the lump sum fee of $5,700. 7.C.d Packet Pg. 97 Attachment: 2d-PCS - CLAM PASS CONSTRUCTION SURVEYS 210603 OPTION 2 (16141 : Recommendation to authorize expenditure of Tourist 1329 10th Street East Palmetto, FL 34221 Office # 941-416-1611 A CERTIFIED SERVICE DISABLED VETERAN OWNED SMALL BUSINESS (SDVOSB) Page 2 Estimator June 3, 2021 III.Post-Construction Survey • PCS will provide a post-construction survey of the area shown on Exhibit A (less R-44 & 45) as well as the remainder of the sections (Shoal, A, B, & C end at station 18+00, and R-40 to R-43) and will follow the stations listed or perform a “scatter” survey of the area. • PCS will calculate available and removed volumes per the design template. • Data will be collected with a sonar system and traditional RTK GPS. PCS will provide the services listed in Section III for the lump sum fee of $5,700. Total Option 2 Fee = $14,500 I have attached our standard “General Contract, Provisions and Conditions” as part of this agreement. To accept this proposal, please sign where indicated below and return a copy of this document as your acceptance of this agreement and our authorization to proceed. If you have any questions or comments, please do not hesitate to contact me at 941-416-1611. I look forward to working with you on this project. Sincerely, Park Coastal Surveying, LLC. Charles C. Park, MSG Ret. President Accepted by: Sign here: _________ Date: Print name here: 7.C.d Packet Pg. 98 Attachment: 2d-PCS - CLAM PASS CONSTRUCTION SURVEYS 210603 OPTION 2 (16141 : Recommendation to authorize expenditure of Tourist 1329 10th Street East Palmetto, FL 34221 Office # 941-416-1611 A CERTIFIED SERVICE DISABLED VETERAN OWNED SMALL BUSINESS (SDVOSB) ATTACHMENT “A” GENERAL CONTRACT Provisions & Conditions Services to be rendered under this Contract Agreement (Agreement) between Park Coastal Surveying, LLC. (PCS) and the Client are based upon those provisions as set forth in the original proposal letter (Proposal) and are included together with and made part of this Agreement. The Proposal and these General Contract Provisions & Conditions represent the entire understanding between the Client and PCS. Any modifications in the terms of this Agreement must be executed in writing and accepted by both parties involved. A. Description of Services: 1.The Basic Services to be performed under this contract are limited to those “Scope of Services” items as specifically stated on the attached proposal and no others. 2.Any Additional Services requested after the commencement date of this project shall be considered as Additional Services to the Basic Services. All additional Services shall be subject to additional compensation either at PCS' current hourly rate schedule or at a rate as agreed to by both PCS and the Client. B. Standard Provisions: 1.The Proposal is valid for a period of thirty (30) days from the date thereon. All hourly rates quoted are subject to revision quarterly, unless otherwise agreed upon by both parties. 2.PCS shall carry and maintain general liability, professional liability, worker’s compensation, and automobile liability insurances for the period of this contract. Proof of insurance will be furnished upon request. Coverage requested above the established company limits may be available upon agreement for reimbursement for additional expenses by the Client. 3.Payments to PCS are the sole responsibility of the signatory of the Agreement and are not subject to any third party compensation condition or agreement. Invoices are rendered as agreed upon, but not to exceed monthly, and are deemed due and payable upon receipt. Outstanding invoices over thirty (30) days past due from the date on the invoices are deemed “past due” and subject to a finance charge of 1 ½ percent per month. Invoice payments must be kept current and are not to exceed 30 days. After this 30 days all work may be subject to suspension, unless otherwise agreed upon by both parties. 4.Either the Client or PCS may, with seven (7) days written notice, terminate this agreement, if the other party fails to perform under the terms of this contract. If termination of the project is through no fault of PCS, PCS will be compensated for all services performed to date, including all reimbursable expenses along with a 10% “Termination Expense Assessment” of all remaining unbilled project fees per this agreement. Additional project mobilization or start up fees may be added to any fee remaining after termination of a project, if the project is reactivated after a period of ten (10) days. 7.C.d Packet Pg. 99 Attachment: 2d-PCS - CLAM PASS CONSTRUCTION SURVEYS 210603 OPTION 2 (16141 : Recommendation to authorize expenditure of Tourist 1329 10th Street East Palmetto, FL 34221 Office # 941-416-1611 A CERTIFIED SERVICE DISABLED VETERAN OWNED SMALL BUSINESS (SDVOSB) 5.PCS’ services under this contract do not include participation in any actions of litigation. All expert witness services are to be provided by and compensated for under a separate contract as negotiated and executed by the parties. 6.The Client and PCS agree that no warranties, guarantees, representations, or statements of any nature have been relied upon and used as a basis for this agreement, unless contained herein or as may be implied to in Florida Statutes. 7.PCS is not responsible for any failure to perform under any conditions which arise from causes beyond PCS’ reasonable control or which may be caused by any unavoidable or unforeseeable action arising beyond any reasonable PCS or Client control. 8.To the fullest extent provided by law, and withstanding any other provision of this Agreement, the total aggregate liability due to any error, omission or other professional negligence shall be limited to a total sum of the fee agreed upon under this Agreement (less any third part costs). 9.Any errors, omissions or deficiencies on any document issued by PCS and observed by the Client or his representative must be reported only to PCS promptly in order to facilitate mitigation of any claimed losses, which may arise or be due. 10.PCS shall be entitled to collect its costs and reasonable attorney’s fee incurred in the collection of any fee due PCS; including all fees incurred in any litigation resulting from the enforcement of any of the terms of this Agreement. 11.All original documents and files, both digital and hard copy, resulting from the Agreement are and shall remain the property of PCS. PCS will furnish six (6) copies of the final product as directed for delivery by the Client. Any reuse or reissue of drawings or documents must be approved by PCS and must be limited to the specific purpose stated on the face of the document. The Client will hold PCS harmless from all claims arising from unauthorized acts of re-issuance or reuse of any document of service in this Agreement. 12.The Client will approve all sub-contracts or sub-consultants prior to engagement by PCS on their behalf. PCS may act as an Authorized Agent only when both the Client and PCS properly execute a written agreement. 7.C.d Packet Pg. 100 Attachment: 2d-PCS - CLAM PASS CONSTRUCTION SURVEYS 210603 OPTION 2 (16141 : Recommendation to authorize expenditure of Tourist Easting Northing Azimuth Length -4+00 387,464.97 686,291.39 180 1500' -;;; -3+00 387,564.96 686,292.28 180 1500' 0 -2+00 387,664.95 686,293.18 180 1500' "' -1+00 387,764.95 686,294.08 180 1500' o+oo 387,864.94 686,294.98 180 1500' o+50 387,914.94 686,295.42 180 800' 1+00 387,964.94 686,295.87 180 800' <( 1+50 388,014.94 686,296.32 180 700' C 0 2+oo 388,064.94 686,296.77 180 550' ·-ecu 2+50 388,114.94 686,297.22 180 550' "' 3+oo 388,164.94 686,297.67 180 bank to bank 3+30 388,194.94 686,297.94 180 bank to bank 3+64.5 388,229.44 686,298.25 180 bank to bank 4+10 388,279.10 686,372.13 156 bank to bank 4+60 388,326.17 686,389.30 156 bank to bank al 5+10 388,373.24 686,406.47 156 bank to bank C 0 5+60 388,420.31 686,423.64 156 bank to bank ·-ecu 6+10 388,467.38 686,440.81 156 bank to bank "' 6+60 388,512.37 686,457.21 156 bank to bank 7+10 388,553.62 686,486.14 145 bank to bank 7+50 388,548.38 686,525.38 82 bank to bank 8+oo 388,541.76 686,574.94 82 bank to bank 8+50 388,535.14 686,624.50 82 bank to bank 9+oo 388,528.52 686,674.06 82 bank to bank 9+50 388,521.91 686,723.62 82 bank to bank lo+OO 388,515.29 686,773.18 82 bank to bank lo+19 388,512.76 686,792.09 140 bank to bank lo+50 388,536.63 686,811.79 140 bank to bank 11+00 388,575.19 686,843.61 140 bank to bank u 11+50 388,613.75 686,875.44 140 bank to bank C 12+00 388,686.18 686,935.29 140 bank to bank 0 ·-e 13+00 388,729.40 686,970.97 140 bank to bank cu 13+50 388,768.01 687,002.74 140 bank to bank 14+00 388,806.57 687,034.57 140 bank to bank 14+50 388,845.14 687,066.39 140 bank to bank 388,051.60 686,785.60 270 15+00 388,686.18 686,935.29 240 bank to bank 388,121.15 686,320.77 270 15+50 388,711.24 686,892.03 240 bank to bank 388,172.39 685,978.25 270 16+00 388,736.07 686,848.63 240 bank to bank 388,228.21 685,231.35 270 16+50 388,760.89 686,805.22 240 bank to bank 388,209.40 685,731.00 270 bank to bank 388,248.50 684,692.30 270 17+00 388,785.72 686,761.82 240 388,359.10 683,701.50 270 17+50 388,810.55 686,718.42 240 bank to bank 388,478.90 682,660.00 270 18+00 388,835.14 686,674.89 240 bank to bank CLAM PASS MONITORING SCOPE 5679 STRAND COURT &MOORE BEACH AND INLET STATIONS NAPLES, FL 3411 0 ENGINEERS FOR: MONITORING SURVEY FAX: (239) 594-2025 I □I COASTAL DATE: 5/25/21 IFILE: SCOPE ISCALE: 1 "=250' PHONE: (239) 594-2021 ENGINEERING DESIGN In A Tl llJ. lc-1�11cc-. www.humistonandmoore.com AND PERMITTING Jnc,. <7c;_n,::c: i-1An1:n: 1 nc-1 EXHIBIT A 7.C.d Packet Pg. 101 Attachment: 2d-PCS - CLAM PASS CONSTRUCTION SURVEYS 210603 OPTION 2 (16141 : w NOTES: LEGEND SEAGRASS AREAS PER JULY 2020 ANNUAL MONITORING SURVEY. •EXCAVATION FROM SEAWARD END OF CHANNEL TOSTATION 6+ 10. I I I I I� 0 0 CHANNEL FLATS �LL ABANDONED CHANNEL TO -1.7' NAVD CHANNEL SECTION A BOTTOM -5.5' NAVD INCLUDING OVERDEPTH SIDE SLOPES O 1 :1 CHANNE'.L rLATS CUT TO -1.7 NAVD DO NOT PROVIDE FILL st.c,,o� ?. ":>' �i,,"" � c'1,l>-���t\... �'(�o'1-· �;;.'r\ � ,o� ,o r,: ot."' \ t,'1-c!l-'lt-.'-r� t,S I>-' \:\ � "s\ot 5\,.0'< \ / \ \ / /\ CLAM PASS MAINTENANCE PROJECT SITE PLAN -PERMITTED TEMPLATE FOR: COLLI ER COUNTY \\ DATE: 5/27 /21 IFILE: PLAN !SCALE: SHOWN JOB: 23065 DATUM: NAVD88 ISHEET: 1 OF 3 1�0� ... ;....-/ \ \ " \ / \ \ \\ \ , \ \J � 0 5679 STRAND COURT NAPLES, FL 34110 100' (/'\ FAX: (239) 594-2025 PHONE: (239) 594-2021 www.humistonondmoore.com EXHIBIT A 7.C.d Packet Pg. 102 Attachment: 2d-PCS - CLAM PASS CONSTRUCTION SURVEYS 210603 OPTION 2 (16141 : Recommendation to authorize expenditure of Tourist FROM Andrew McAuley Earth Tech Environmental 10600 Jolea Avenue Bonita Springs, FL 34135 www.eteflorida.com PHONE 239-304-0030 FOR Pelican Bay Services Division TO Lisa Jacob EMAIL Lisa.Jacob@colliercountyfl.gov ADDRESS 801 Laurel Oak Drive, Suite 302 Naples FL 34108 QUOTE NUMBER 1885 DATE May 28, 2021 VALID UNTIL June 27, 2021 at 1:19PM ETE Proposal for Environmental Consulting Services Project: Clam Pass Maintenance Dredging 2021 - Mechanical Dredging General consulti ng for the Cl am Pass maintenance dredging activity. The duration of this work is 180 days under Contract 18- 7432 (Environmental Engi neering). Duration is based on 15 dredging days. Thank you for the opportunity. Earth Tech Environmental , LLC (ETE) appreciates the opportunity to provide you with the following agreement for professional envi ronmental services. Scope of Professional Services: ETE is proposing the following Scope of Services for this project: 7.C.e Packet Pg. 103 Attachment: 3a - ETE Proposal for Environmental Consulting Services Partial Excavation (16141 : Recommendation to authorize expenditure of Turbidity Monitoring (Lump Sum Per Day) Turbidity Monitoring Per FDEP Permit Requirements: ETE will provi de turbidity for the subject project as outlined in the approved FDEP permi t. Monitoring wi ll be conducted 3 times a day, at l east 4 hours apart during daylight hours, and at any other time that there is a likelihood of an exceedance of the turbidity standard, during all dredging and sand placement operations. During each sample event, background and compliance samples will be taken at the dredge and fill sites. ETE will email datasheets and corresponding GIS maps to the client for FDEP required weekly summaries. This task is Lump Sum, per day, with the assumption of 15 dredging days. Day rate includes time needed for GIS Analyst to produce map exhibits. Days can be added or subtracted and would be billed accordingly. Days where construction doesn't occur and monitor is not on site wil l not be billed. Partial days are handled according to the following: 1) Days were only 1 sample is taken and construction is halted will be billed as a 1/2 day rate. 2) Any days where 2 or more samples are taken are billed at the full day rate. 3) Days when a monitor is asked to report to the si te will be billed at a minimum of a half day rate, regardless of whether construction takes place. Communication with the monitor is the responsibi lity of the dredger (when dredging won't occur, it is up to the dredger to let ETE know not to report onsite. If no notice is given and the monitor reports to the site, time will be billed). Price includes utilizati on of ETE's boat and other necessary equipment. 530.00 x 15 7,950.00 Shorebird Monitoring (Lump Sum per Day) ETE will provi de an FWC approved bird monitor to assist with mini mizati on of i mpacts to birds at the beach fill area. The monitor will survey the beach fill area each morning. Daily logs would be collated on a weekly basis and provided to the contractor. Monitoring is required between April 1st and August 31st. This task is Lump Sum, per day, with the assumption of 15 days. Days can be added or subtracted and would be billed accordingly. Based on 2 hour event per day ($109 x 2 hours = $218). 218.00 x 15 3,270.00 General Consulting associated with Dredging (Timed): General consulti ng for dredging related tasks. Tasks would include (but not be limited to) pre- construction gopher tortoise surveys, compliance coordination\meetings, and guidance memos or reports. This i s a timed task and is billed hourly as work is completed. Hourly rate as approved in the envi ronmental engineering contract: Environmental Special ist @ $109 per hour. 109.00 x 16 1,744.00 Total $12,964.00 We appreciate your business! Thank you for all owing Earth Tech Environmental LLC to provide you and your community with environmental services. This proposal can be authorized by digitally signing below. You can also print a PDF version of this agreement, sign, and return a copy to us. Payment Options: ETE accepts cash, check, or credit cards for services. A 3.8 % convenience fee is added to al l credi t card transactions. Reviews See all reviews 7.C.e Packet Pg. 104 Attachment: 3a - ETE Proposal for Environmental Consulting Services Partial Excavation (16141 : Recommendation to authorize expenditure of Great company; they did a wonderful job with our gopher tortoise permitting and services. Andrew was very helpful and easy to work with. We would definitely use their services again, if needed. by Dina Roth Jeremy and Adam are some of the most knowledgable and hard working members of Earth Tech Environmental and working with them is always a pleasure. They can ALWAYS find a solution to any issue and are very easy to communicate … by Christopher Dorrill I was very pleased with the service I received regarding this matter. Jennifer was very informative and friendly and got back to me very quickly after the initial call. She expl ained the process and kept me informed every … by Linda Balli 7.C.e Packet Pg. 105 Attachment: 3a - ETE Proposal for Environmental Consulting Services Partial Excavation (16141 : Recommendation to authorize expenditure of FROM Jeremy Sterk Earth Tech Environmental 10600 Jolea Avenue Bonita Springs, FL 34135 www.eteflorida.com PHONE 239-304-0030 FOR Pelican Bay Services Division TO Lisa Jacob EMAIL Lisa.Jacob@colliercountyfl.gov ADDRESS 801 Laurel Oak Drive, Suite 302 Naples FL 34108 QUOTE NUMBER 1891 DATE June 7, 2021 VALID UNTIL July 7, 2021 at 10:38AM ETE Proposal for Environmental Consulting Services Project: Clam Pass Maintenance Dredging 2021 - Full Hydraulic Dredging General consulti ng for the Cl am Pass maintenance dredging activity. The duration of this work is 180 days under Contract 18- 7432 (Environmental Engi neering). Duration is based on up to 30 dredge days. Thank you for the opportunity. Earth Tech Environmental , LLC (ETE) appreciates the opportunity to provide you with the following agreement for professional envi ronmental services. Scope of Professional Services: ETE is proposing the following Scope of Services for this project: 7.C.f Packet Pg. 106 Attachment: 3b - ETE Proposal for Environmental Consulting Services Full Dredge (16141 : Recommendation to authorize expenditure of Turbidity Monitoring (Lump Sum Per Day) Turbidity Monitoring Per FDEP Permit Requirements: ETE will provi de turbidity for the subject project as outlined in the approved FDEP permi t. Monitoring wi ll be conducted 3 times a day, at l east 4 hours apart during daylight hours, and at any other time that there is a likelihood of an exceedance of the turbidity standard, during all dredging and sand placement operations. During each sample event, background and compliance samples will be taken at the dredge and fill sites. ETE will email datasheets and corresponding GIS maps to the client for FDEP required weekly summaries. This task is Lump Sum, per day, with the assumption of 30 dredging days. Day rate includes time needed for GIS Analyst to produce map exhibits. Days can be added or subtracted and would be billed accordingly. Days where construction doesn't occur and monitor is not on site wil l not be billed. Partial days are handled according to the following: 1) Days were only 1 sample is taken and construction is halted will be billed as a 1/2 day rate. 2) Any days where 2 or more samples are taken are billed at the full day rate. 3) Days when a monitor is asked to report to the si te will be billed at a minimum of a half day rate, regardless of whether construction takes place. Communication with the monitor is the responsibi lity of the dredger (when dredging won't occur, it is up to the dredger to let ETE know not to report onsite. If no notice is given and the monitor reports to the site, time will be billed). Price includes utilizati on of ETE's boat and other necessary equipment. 530.00 x 30 15,900.00 Shorebird Monitoring (Lump Sum per Day) ETE will provi de an FWC approved bird monitor to assist with mini mizati on of i mpacts to birds at the beach fill area. The monitor will survey the beach fill area each morning. Daily logs would be collated on a weekly basis and provided to the contractor. Monitoring is required between April 1st and August 31st. This task is Lump Sum, per day, with the assumption of 30 days. Days can be added or subtracted and would be billed accordingly. Based on 2 hour events per day ($109 x 2 hours). 218.00 x 30 6,540.00 General Consulting associated with Dredging (Timed): General consulti ng for dredging related tasks. Tasks would include (but not be limited to) pre- construction gopher tortoise surveys, compliance coordination\meetings, and guidance memos or reports. This i s a timed task and is billed hourly as work is completed. Hourly rate as approved in the envi ronmental engineering contract: Environmental Special ist @ $109 per hour. 109.00 x 16 1,744.00 Total $24,184.00 We appreciate your business! Thank you for all owing Earth Tech Environmental LLC to provide you and your community with environmental services. This proposal can be authorized by digitally signing below. You can also print a PDF version of this agreement, sign, and return a copy to us. Payment Options: ETE accepts cash, check, or credit cards for services. A 3.8 % convenience fee is added to al l credi t card transactions. Reviews See all reviews 7.C.f Packet Pg. 107 Attachment: 3b - ETE Proposal for Environmental Consulting Services Full Dredge (16141 : Recommendation to authorize expenditure of Great company; they did a wonderful job with our gopher tortoise permitting and services. Andrew was very helpful and easy to work with. We would definitely use their services again, if needed. by Dina Roth Jeremy and Adam are some of the most knowledgable and hard working members of Earth Tech Environmental and working with them is always a pleasure. They can ALWAYS find a solution to any issue and are very easy to communicate … by Christopher Dorrill I was very pleased with the service I received regarding this matter. Jennifer was very informative and friendly and got back to me very quickly after the initial call. She expl ained the process and kept me informed every … by Linda Balli 7.C.f Packet Pg. 108 Attachment: 3b - ETE Proposal for Environmental Consulting Services Full Dredge (16141 : Recommendation to authorize expenditure of Pelican Bay Services Division | 801 Laurel Oak Drive, Suite 302 | Naples, Florida 34108 | Tel. 239-597-1749 Fax 239-597-4502 Pelican Bay Services Division REQUEST FOR QUOTATIONS FOR MULTIPLE PROJECTS UNDER CONTRACT #19-7624 “Marine Contractor Services” Date: 05/28/2021 From: Lisa Jacob, Project Manager 239-438-5239, Telephone Number 239-597-4502, Fax Number Lisa.Jacob@colliercountyfl.gov To: All Awarded Vendors on Contract #19-7624 – Marine Contractor Services” Subject: 2021 Clam Pass Maintenance As provided in the referenced contract, the Pelican Bay Services Division (PBSD) is soliciting quotes for the referenced project. RFQ Due Date: Friday, June 11, 2021 at 12:00 PM Number of Days to Substantial Completion: 30 days Number of Days to Final Completion: 90 days Tasks and Specs: Included “2021 Clam Pass Maintenance” technical specifications, drawings, bid schedule. Your quotation response for this project is due no later than the date and time specified above. We will not accept any quotation responses later than the noted time and date. If your firm is unable to respond electronically, your quotation must be received in the office of the PBSD at the below referenced address no later than the time and date specified. We look forward to your participation in this request for information/quotation process. __________________________________________________________ Firm’s Complete Legal Name ___________________________________________________________ Telephone Number / Fax Number ___________________________________________________________ Signature ___________________________________________________________ Title ___________________________________________________________ Print Name Date 7.C.g Packet Pg. 109 Attachment: 4-RFQ-19-7624 for 2021 Clam Pass Maintenance 5-28-21 (16141 : Recommendation to authorize expenditure of Tourist 7.C.hPacket Pg. 110Attachment: 6-ePlanSet-27May21-sm (16141 : Recommendation to authorize expenditure of Tourist Development Tax funds for Clam Pass 7.C.hPacket Pg. 111Attachment: 6-ePlanSet-27May21-sm (16141 : Recommendation to authorize expenditure of Tourist Development Tax funds for Clam Pass 7.C.hPacket Pg. 112Attachment: 6-ePlanSet-27May21-sm (16141 : Recommendation to authorize expenditure of Tourist Development Tax funds for Clam Pass 7.C.hPacket Pg. 113Attachment: 6-ePlanSet-27May21-sm (16141 : Recommendation to authorize expenditure of Tourist Development Tax funds for Clam Pass 2021 CLAM PASS MAINTENANCE TECHNICAL SPECIFICATIONS MAY 27, 2021 Section Title Page SECTION 1 Definitions ........................................................................................................... TS- 2 SECTION 2 Scope of Work .................................................................................................... TS- 2 SECTION 3 Access Limitations............................................................................................... TS- 3 SECTION 4 Preconstruction Meeting and Progress Submittals ........................................... TS- 3 SECTION 5 Order of Work ..................................................................................................... TS- 4 SECTION 6 Notice to Mariners .............................................................................................. TS- 5 SECTION 7 Soil Conditions .................................................................................................... TS- 5 SECTION 8 Excavation and Grading ...................................................................................... TS- 5 SECTION 9 Beach Fill ............................................................................................................. TS- 6 SECTION 10 Environmental Protection .................................................................................. TS- 7 SECTION 11 Final Cleanup ...................................................................................................... TS- 10 SECTION 12 Restriction of Access by Public ........................................................................... TS- 10 7.C.i Packet Pg. 114 Attachment: 7-ClamPass-TechnicalSpecs-Maintenance5-2021 (16141 : Recommendation to authorize expenditure of Tourist Development Tax 2021 Clam Pass Maintenance - Technical Specifications TS-2 1. DEFINITIONS 1.1. The following terms and abbreviations used in these Technical Specifications shall be defined as: CONTRACTOR Those parties selected and duly authorized by the OWNER to conduct the work specified herein and their subcontractors. DEP State of Florida Department of Environmental Protection. ENGINEER Humiston and Moore Engineers, P.A., its employees or designees as appropriate, representing the OWNER. OWNER Collier County c/o Pelican Bay Services Division (PBSD) and their duly authorized representatives. CONTRACT DRAWINGS Construction Plans PROJECT Clam Pass Maintenance Project USACE United States Army Corps of Engineers USCG United States Coast Guard WORK All tasks directly and indirectly necessary to complete the scope of work as defined in Section 2, these Specification and as shown on the CONTRACT DRAWINGS in compliance with applicable permits and maintain the safety of workers and the general public. 2. SCOPE OF WORK 2.1. The WORK consists of furnishing all labor, materials, and equipment, and performing all tasks necessary for the completion of Option 1 or Option 2, at the discretion of the OWNER. Option 1 consists of excavation and grading of the entrance and immediate flood shoals of the Clam Pass channel and placement of the excavated material within the authorized grading area. The area of WORK activity includes excavation and grading from stations 0+00 to not beyond 7+10, as conditions allow. Option 2 consists of maintenance dredging the permitted template with fill placement within permitted beach fill templates as directed by ENGINEER. This includes grading of section A (0+00 through 3+64) 2.2. CONTRACTOR is encouraged to provide their lowest and final price to complete each scope of work using suitable equipment. OWNER will select at their sole discretion the scope to be completed. 2.3. The CONTRACTOR at the direction of the ENGINEER shall grade existing sand south of the inlet to establish a smooth construction access transition south of the inlet. Sand used for grading shall come from the nearby vicinity to achieve an access as shown on 7.C.i Packet Pg. 115 Attachment: 7-ClamPass-TechnicalSpecs-Maintenance5-2021 (16141 : Recommendation to authorize expenditure of Tourist Development Tax 2021 Clam Pass Maintenance - Technical Specifications TS-3 the CONTRACT DRAWINGS. Excess sand from grading south of the inlet shall be placed north of the inlet within the grading template. 2.4. Sand from inlet dredgingshall be placed within the authorized template north of the inlet as directed by ENGINEER. Specific Sea Turtle Nest avoidance measures will be required during fill placement and grading operations as required by DEP and USACE Permits. 2.5. This WORK must be completed in accordance with the plans and these specifications within the Contract Time as specified in the Contract and in strict compliance with all regulatory authorizations. These authorizations include a Florida Department of Environmental Protection (DEP) Consolidated Joint Coastal Permit and Sovereign Submerged Lands Authorization Nos. 0296087-001-JC through the latest permit modification 0296087-007-JN and U.S. Army Corps of Engineers Permit No. 1996-02789 (IP-CC). 2.6. The CONTRACTOR shall be solely responsible for all construction means, methods, procedures, techniques, including the layout of the WORK and sequence of construction to complete the WORK in compliance with the regulatory authorizations, plans, and these specifications. Such means, methods procedures and techniques shall be coordinated with the OWNER, ENGINEER, and other stakeholders identified by the OWNER. 2.7. The CONTRACTOR shall consider tides, currents, and site conditions when conducting the WORK. This project is situated in the active coastal environment where waves and currents can rapidly re-work topography and bathymetry. CONTRACTOR is encouraged to familiarize themselves with the site prior to bidding. 2.8. The CONTRACTOR is solely responsible for management of equipment access, the staging area, pedestrian safety, construction layout and staking, monitoring and recording of progress of WORK, maintaining water quality, preparation of daily reports of operations, and the order of the WORK as specified in Section TS-5.0, and keeping track of construction progress and any deviations from the CONTRACT DRAWINGS as specified herein. 3. ACCESS LIMITATIONS 3.1. Land based access points are located north of Pelican Bay at the western end of Vanderbilt Beach Road at the County Public Park and at street ends within Park Shore to the south of the project, the nearest being Horizon Way. Any and all points of access must be coordinated with Collier County and the City of Naples. When needed to have vehicles access the site by beach, the CONTRACTOR shall be responsible for obtaining all necessary Vehicle on the Beach permits from Collier County and the City of Naples through coordination with the OWNER for such activities. Costs for obtaining these permits shall be included in the CONTRACTOR’s Bid under Item 1, Mobilization and Demobilization. 4. PRE-CONSTRUCTION MEETING AND PROGRESS SUBMITTALS 4.1. Prior to commencement of construction, CONTRACTOR shall attend a pre-construction meeting and meet with the OWNER and ENGINEER. CONTRACTOR's designated Construction Manager shall be present at the pre-construction meeting, and CONTRACTOR shall submit for OWNER’s approval, a completed Work Plan, some of 7.C.i Packet Pg. 116 Attachment: 7-ClamPass-TechnicalSpecs-Maintenance5-2021 (16141 : Recommendation to authorize expenditure of Tourist Development Tax 2021 Clam Pass Maintenance - Technical Specifications TS-4 which is to be provided as part of the Bid Submittal describing the following in detail, including but not limited to: 4.1.1.Order of Work, 4.1.2.Anticipated schedule, including identification of specific locations and areas to be used for mobilization, material and equipment storage, and access. Construction staging is authorized south of the inlet. 4.1.3.Vessels and heavy equipment to be used, 4.1.4.A Safety Plan that includes procedures for restricting access to the construction area by recreational boaters, swimmers, surfers, divers, or other members of the public. This shall include fencing and monitoring of beach areas adjacent to WORK areas and spoil areas to deter beachgoers during operations and plans to provide a safe beach environment when not operating. The plan shall include assigning a dedicated safety monitor whose sole purpose is to deter beachgoers from the project site. 4.1.5.Number and qualifications of personnel to be used, 4.1.6.Specific methods to be used in establishing horizontal and vertical control for the project. 4.1.7.Specific methods for conducting progress pay surveys for documenting WORK completed in support of request for pay, if these are to be taken. 4.1.8.Identification of Subcontractors and their respective contact information. 4.1.9.A form to be approved by the ENGINEER shall be used for reporting daily operations. This form shall include but not be limited to; construction progress; identification of WORK and location completed and or partially completed with respect to progress stations; identification of the number of personnel on the job, equipment at the site, materials delivered to the site and materials incorporated in the WORK completed during the reporting period and cumulatively for the completed portion of the project, weather and sea conditions, the extent of and reason for any delays, and any instructions received from the OWNER or ENGINEER, and any site visits and instructions by staff of regulatory agencies. This form shall be submitted to the OWNER or ENGINEER by 5:00 PM on the day following the day covered by the report. 4.2. CONTRACTOR shall designate a competent Construction Manager, to be on site at all times while WORK is in progress, who will be responsible for seeing that the WORK is completed in compliance with the Contract Documents. 4.3. CONTRACTOR’s Construction Manager shall attend regular progress meetings to be held on site with the OWNER and ENGINEER to review progress of the Work, schedule, and submittals. CONTRACTOR shall report on progress related to any instructions received from or requests made by the OWNER or ENGINEER during the previous progress meeting and intervening work. 4.4. CONTRACTOR shall secure Maintenance of Traffic (MOT) permits, if required, and abide by all required MOT plans and conditions. 4.5. CONTRACTOR shall provide a cell phone number by which the Construction Manager may be reached at any time during construction. 7.C.i Packet Pg. 117 Attachment: 7-ClamPass-TechnicalSpecs-Maintenance5-2021 (16141 : Recommendation to authorize expenditure of Tourist Development Tax 2021 Clam Pass Maintenance - Technical Specifications TS-5 5. ORDER OF WORK 5.1. The order of WORK is at the discretion of the CONTRACTOR. 5.2. WORK which involves excavation, grading, and transport of equipment or any other construction activity on the beach shall be conducted in accordance with all local (County and City), state and federal authorizations for this project. 6. NOTICE TO MARINERS 6.1. CONTRACTOR shall be responsible for notifying the U.S. Coast Guard in sufficient time to allow for publication of a Notice to Mariners for this project. The Coast Guard contact is; U.S. Coast Guard 909 SE First Avenue Brickle Plaza, Federal Building Miami, Florida 33131-3050 Attention: Lee Dragon. 305-415-6752 – or – 305-415-6750 Email: Lee.dragon@uscg.mil –or- d07-smb-d7-Lnm@uscg.mil 7. SOIL CONDITIONS 7.1. This is a maintenance project and the material to be excavated and graded is anticipated to be recently accumulated beach quality sand which has been transported by wave action along the beach. The excavation shall be done to avoid placing any non-beach compatible material on the beach. Should clay, peat or other non-beach compatible material be encountered, that material should be stockpiled at a location directed by the OWNER or ENGINEER to be disposed of by CONTRACTOR as directed by OWNER or ENGINEER. Changes in depths of excavation, grading, and fill placement limits must be approved by the ENGINEER. If non-beach compatible material at or near the design grade or side slopes is placed on the beach, the CONTRACTOR will be responsible for clean up at no additional cost. In such cases, when encountering the non-beach compatible material, CONTRACTOR shall contact ENGINEER immediately to determine if adjustments in the location and depth of excavation or grading are necessary. 8. EXCAVATION AND GRADING 8.1. The WORK covered by this section consists of furnishing all labor, materials, and equipment, and performing all construction stake-out, excavation, and transport and grading of the excavated material to achieve design grades. 8.2. Verification of achieving design grades will be based on site inspections by ENGINEER and site control established by a licensed surveyor. Pre-construction and Post Construction surveys of the dredge template CONTRACTOR is advised that the WORK is in a highly dynamic area that is subject to frequent change. 8.3. The information discussed in SECTION 7 describes potential variability in the material which will necessitate selective excavation by the CONTRACTOR and coordination with ENGINEER. Should unsuitable material near the maximum depth of excavation or grading be encountered, the maximum depth of excavation may be reduced by the ENGINEER to avoid excavating unsuitable beach material. 8.4. Historical Artifacts. During the construction project, should the CONTRACTOR uncover any historic artifacts of archeological and public interest, the CONTRACTOR shall notify 7.C.i Packet Pg. 118 Attachment: 7-ClamPass-TechnicalSpecs-Maintenance5-2021 (16141 : Recommendation to authorize expenditure of Tourist Development Tax 2021 Clam Pass Maintenance - Technical Specifications TS-6 the ENGINEER immediately. CONTRACTOR, OWNER and ENGINEER will develop an appropriate plan to move forward while protecting such artifacts. 8.5. CONTRACTOR shall provide adequate vertical control to insure that the authorized depth limits are not exceeded. 8.6. CONTRACTOR shall include the beginning and ending position stationing of the excavation, grading and fill placement on the daily report forms. 8.7. Trash and Debris. The CONTRACTOR shall assume the risk of any down time or expense incurred as the result of any trash or debris becoming lodged in or damaging equipment. 8.8. Misplaced Material. Should the CONTRACTOR, during the progress of the WORK, lose, dump, throw overboard, sink, or misplace any material, plant, machinery, or appliance, which in the opinion of the OWNER or ENGINEER may be dangerous to, or obstruct use of the inlet or adjacent areas, the CONTRACTOR shall recover and remove the same with the utmost dispatch. The CONTRACTOR shall give immediate notice, with description and location of such obstructions, or misplaced materials, to the OWNER or his representative, and when required, shall mark or buoy such obstructions until the same are removed. In the event of refusal, neglect, or delay in compliance with the above requirements, such obstructions may be removed by the OWNER, and the cost of such removal may be deducted from any money due or to become due to the CONTRACTOR or may be recovered under the CONTRACTOR's bond. 9. BEACH FILL 9.1. The WORK covered by this section consists of furnishing all labor, materials and equipment and performing all tasks necessary, including stakeout based on control established by OWNER, for the placement of sand on the beach fill area within the lines and grades shown on the plans. 9.2. The CONTRACTOR will establish lines and grades for the beach fill phase of the WORK. Lines and grades will be set in accordance with standard practice and at such reasonable intervals as will expedite the CONTRACTOR's WORK. The tolerances in the beach fill grade are plus or minus one half foot on all grades above Mean Low Water. 9.3. CONTRACTOR shall maintain site control as necessary to ensure accurate placement of the fill. Wherever grade stakes are used within the limits of fill placement, the CONTRACTOR will be responsible for the removal of all stakes prior to completion of the project. Wooden stakes shall not be used. CONTRACTOR shall be responsible for keeping a record of all grade stakes used in the project either for fill, grading or excavation. Grade stake logs shall be provided weekly indicating all; new stakes placed; stakes in place; and stakes removed. 9.4. Only beach quality material is to be placed on the beach. Based on previous excavating in this project area, it is anticipated that all of the material to be excavated or graded can be placed on the beach. However, should material removed from the design cut or grade be not beach compatible, it may not be placed on the beach. Non-beach compatible material, if unavoidable, must be removed and disposed of off-site at a location approved by the ENGINEER. 7.C.i Packet Pg. 119 Attachment: 7-ClamPass-TechnicalSpecs-Maintenance5-2021 (16141 : Recommendation to authorize expenditure of Tourist Development Tax 2021 Clam Pass Maintenance - Technical Specifications TS-7 9.5. Placement of beach fill material shall not encroach beyond the continuous well- established vegetation line where such a line exists. It shall be the sole responsibility of the CONTRACTOR to ensure that the existing structures are not damaged in the process of ingress and egress, and the CONTRACTOR shall be responsible for any damage to the existing structures as a result of conducting WORK. 9.6. The ENGINEER reserves the right to vary the width and grades of the WORK as shown on the plans in order to establish a uniform beach and continuity with adjacent areas. 9.7. Rock Rubble or Debris. Should rock, rubble or any other debris larger than two (2) inches in diameter be encountered during excavation, the CONTRACTOR will adjust the excavation or reduce the excavation depth to avoid placing such debris material on the beach. CONTRACTOR shall be responsible for removing any such rock which is placed on the beach. CONTRACTOR shall remove from the site of the work all snags, driftwood and similar debris lying within the limits of the beach fill and grading section, as directed by ENGINEER, before placement of the fill. All materials removed shall be disposed of in an area provided by and at the expense of the CONTRACTOR and approved by the OWNER. Grading and other construction equipment will not be permitted outside the construction limits except for ingress or egress to and from the site by way of construction access approved by ENGINEER. 10. ENVIRONMENTAL PROTECTION 10.1.For the purpose of this specification, environmental protection is defined as the retention of the environment in its natural state to the maximum extent possible during project construction and to enhance the natural appearance in its final condition. Environmental protection requires consideration of air, water, and land, and involves noise, solid waste management as well as other pollutants. In order to prevent any environmental pollution arising from the construction activities in the performance of this Contract, the CONTRACTOR and all Subcontractors shall comply with all applicable Federal, State and local laws and regulations concerning environmental pollution control and abatement. 10.2.Prevention of Landscape Defacement. 10.2.1.The CONTRACTOR shall not deface, injure, or destroy trees or shrubs, nor remove or cut them without the authority of the OWNER. Ropes, cables, or guys shall not be fastened to or attached to any existing nearby trees or existing structures. Where the possibility exists that trees may be defaced, bruised, injured, or otherwise damaged by the CONTRACTOR's equipment or operations, the CONTRACTOR shall adequately protect such trees. Monuments and markers shall be protected before construction operations commence. 10.2.2. Restoration of Landscape Damage. Any trees, well established beach vegetation, or other landscape feature scarred or damaged by the CONTRACTOR's equipment or operations shall be restored to a condition satisfactory to the OWNER. Restoration of scarred and damaged trees shall be performed in an approved manner by experienced workmen. Trees damaged beyond restoration shall be removed and disposed of by CONTRACTOR in a manner approved by OWNER. Trees that are to be removed because of damage shall be replaced at the CONTRACTOR's expense by nursery-grown trees of the same species or a species approved by the 7.C.i Packet Pg. 120 Attachment: 7-ClamPass-TechnicalSpecs-Maintenance5-2021 (16141 : Recommendation to authorize expenditure of Tourist Development Tax 2021 Clam Pass Maintenance - Technical Specifications TS-8 OWNER. The size and quality of nursery-grown trees shall also be approved by the OWNER. 10.2.3. Any upland storage and staging areas required by the CONTRACTOR shall be the responsibility of the CONTRACTOR, and the CONTRACTOR shall obtain all necessary approvals for any such areas. 10.3.Post-Construction Cleanup or Obliteration: The CONTRACTOR shall obliterate all signs of construction WORK areas, waste materials, or any other vestiges of construction, including grade stakes, as directed by OWNER. The area will be restored to near natural conditions. The same conditions apply to all areas of WORK including construction access and staging locations. 10.4.Special measures shall be taken by the CONTRACTOR to prevent bilge pumpage or effluent, chemicals, fuels, oils, greases, bituminous materials, waste washing, herbicides and insecticides and from entering public waters. 10.5.Disposal of any materials, wastes, effluent, trash, garbage, oil, grease, chemicals, etc., in areas adjacent to streams or other waters of the State shall not be permitted. If any waste materials are dumped in unauthorized areas, the CONTRACTOR shall remove the material(s) and restore the area(s) to the original condition. If necessary, contaminated ground shall be excavated, disposed of as directed by ENGINEER, and replaced with suitable fill material, compacted and finished with a suitable and compatible top layer of material and planted as required to reestablish vegetation. 10.6.Additional Costs. No separate payment will be made for the prevention, control, or abatement of environmental pollution, and all costs in connection therewith or incidental thereto shall be included in CONTRACTOR’s costs. 10.7. Turbidity 10.7.1. Turbidity monitoring as required in the DEP permit and as described in this section will be conducted by a qualified, independent third party provided by OWNER. The CONTRACTOR shall assist the turbidity monitor as necessary, and shall provide such information on the location of the excavation as needed to complete the monitoring reports to be filed with the DEP, as needed. It is the CONTRACTOR’s responsibility to conduct the Work so that the project remains in compliance with DEP water quality standards. 10.7.2. Any and all turbidity monitoring shall be conducted in accordance with state and federal permit requirements. 10.7.3.Turbidity Violations 10.7.3.1. Report of any violations is required by the DEP permit. If monitoring reveals an apparent violation of the State Water Quality Standard for turbidity, all construction activities must cease immediately. The occurrence of the violation must be reported to the ENGINEER immediately as well as corrective actions proposed by the CONTRACTOR to reduce turbidity. Upon instructions from the ENGINEER, corrective measures as approved by the ENGINEER shall be undertaken immediately. 10.7.3.2. Procedures for reporting and resumption of work are identified in the DEP permit. CONTRACTOR shall maintain regular communication with ENGINEER 7.C.i Packet Pg. 121 Attachment: 7-ClamPass-TechnicalSpecs-Maintenance5-2021 (16141 : Recommendation to authorize expenditure of Tourist Development Tax 2021 Clam Pass Maintenance - Technical Specifications TS-9 during the reporting and resumption of work following any apparent turbidity violation. 10.7.4. Turbidity curtains will be provided and installed by OWNER. Contractor shall take care to ensure that CONTRACTOR’s activities do not disturb, dislodge or damage the installed curtains. Contractor shall not conduct work within 500’ of seagrass areas without curtains installed, as is required by DEP permit. 10.8.Manatees 10.8.1. In order to ensure that manatees are not adversely affected by the construction activities as described in these specifications, the State DEP permit requires the following as deemed appropriate for water related activities involving use of vessels. 10.8.1.1. The CONTRACTOR shall instruct all personnel associated with the project of the potential presence of manatees and the need to avoid collisions with the manatees. CONTRACTOR shall be responsible for all construction personnel to observe water-related activities for the presence of manatees and shall implement appropriate precautions to ensure protection of manatees. 10.8.1.2. CONTRACTOR shall advise all construction personnel that there are civil and criminal penalties for harming, harassing, or killing manatees which are protected under the Marine Mammal Protection Act of 1972, the Endangered Species Act of 1973, and the Florida Manatee Sanctuary Act. The CONTRACTOR will be held responsible for any manatee harmed, harassed, or killed as a result of construction of the Project. 10.8.1.3. Prior to commencement of construction of the Project, the CONTRACTOR shall construct and display temporary signs concerning manatees. 10.8.1.3.1. A sign measuring at least 3 ft. by 4 ft. which reads “Caution Manatee Area” will be posted if vessels are associated with the construction and should be placed visible to the vessel operator. 10.8.1.3.2. For all vessels, a temporary sign at least 8 1/2" X 11" reading "Caution: Manatee Habitat. Idle speed is required if operating a vessel in the construction area. All equipment must be shut down if a manatee comes within 50 feet of operation. Any collision with and/or injury to a manatee shall be reported immediately to the Florida Marine Patrol at 1- 800-DIALFMP (1-800-342-5367). The U.S. Fish and Wildlife Service should also be contacted in Jacksonville (1-904-232-2580) for north Florida or in Vero Beach (1-407-562-3909) for south Florida”. 10.8.1.4. Siltation Barriers, if used, shall be made of material in which manatees cannot become entangled, are properly secured, and are regularly monitored to avoid manatee entrapment. Barriers must not block manatee entry to or exit from essential habitat. 10.8.1.5. If manatees are seen within 100 yards of the active daily construction/excavating operation, CONTRACTOR shall ensure that all appropriate precautions shall be implemented to ensure protection of the 7.C.i Packet Pg. 122 Attachment: 7-ClamPass-TechnicalSpecs-Maintenance5-2021 (16141 : Recommendation to authorize expenditure of Tourist Development Tax 2021 Clam Pass Maintenance - Technical Specifications TS-10 manatee. These precautions shall include the operation of all moving equipment no closer than 50 feet of a manatee. CONTRACTOR is advised that operation of any equipment closer than 50 feet to a manatee shall necessitate immediate shutdown of that equipment. 10.8.1.6.CONTRACTOR shall report any collision with and/or injury to a manatee immediately to the Florida Marine Patrol (1-800-DIAL-FMP, or 1-800-342- 5367) and to the Florida Fish and Wildlife Commission Bureau of Protected Species Management at (850) 922-4330. 10.8.2. The Clam Bay ecosystem contains waterways that are difficult to navigate due to shallow water depths and meandering channels lined with protruding mangrove branches and roots to protect the significant natural resources and water quality of the Clam Bay ecosystem, and to provide protection to the public safety, a condition of the DEP permit requires that there be an idle speed and no wake restriction on motorized vessels used in the system. The CONTRACTOR shall adhere to an idle speed and “no wake” requirement in the project area. 10.9. Marine Turtle and Shorebird Nesting Protection - The project construction is planned to occur outside of the Marine Turtle Nesting seasons. 11. SECTION 11 FINAL CLEANUP 11.1. Final clean-up shall include the removal of all the CONTRACTOR's plant and equipment either for disposal or reuse. Plant and equipment to be disposed of shall only be disposed of in a manner and at locations approved by the ENGINEER. 11.2. Unless otherwise approved in writing by the ENGINEER, the CONTRACTOR will not be permitted to abandon any equipment or materials in the construction area including access areas, or other areas adjacent to or within the work site. 11.3.Upon demobilization, it is important that all ruts within the beach resulting from equipment associated with this project are eliminated and smoothed. 12. SECTION 12 RESTRICTION OF ACCESS BY THE PUBLIC 12.1. CONTRACTOR shall erect such barricades, fences and signs and maintain such barricades as necessary to prevent public access to the construction area. CONTRACTOR shall also be responsible to post appropriate warnings within the construction area to prevent pedestrians entering the construction project. It will be the CONTRACTOR's responsibility to ensure that the construction project area is sufficiently posted and monitored to prevent swimmers, boaters and pedestrians from injury from the construction. Fencing shall be reviewed in advance at the pre-construction meeting. 12.2.CONTRACTOR shall assign at least one dedicated safety monitor to deter beachgoers from the construction area 7.C.i Packet Pg. 123 Attachment: 7-ClamPass-TechnicalSpecs-Maintenance5-2021 (16141 : Recommendation to authorize expenditure of Tourist Development Tax Item Item Estimated Unit Unit Total Description Quantity Cost Cost 1 Mobilization and Demobilization 1 Job Lump Sum $__20,000___ 2 Excavation and Grading - Section A 5,000 /cy $__8.00__ $__40,000___ est. 5,000 CY 3 Excavation - Section B 2,000 /cy $__10.00_ $__20,000___ est. 2,000 CY Subtotal (1+2+3):$__80,000___ 4 Contingency - 20% of Subtotal 1 20%$__16,000___ Total (1+2+3+4):$__96,000___ 5 Additional Excavation with Placement /cy $________ if required for additional work 2021 CLAM PASS MAINTENANCE EXCAVATION OPTION 1: SECTIONS A + B (0+00 to 7+10) OPINION OF PROBABLE COSTS PELICAN BAY SERVICES DIVISION Humiston & Moore Engineers Project Number 29-018 May 27, 2020 7.C.j Packet Pg. 124 Attachment: 8a-OPC-Opt1 (16141 : Recommendation to authorize expenditure of Tourist Development Tax funds for Clam Pass maintenance i) Item Item Estimated Unit Unit Total Description Quantity Cost Cost 1 Mobilization and Demobilization 1 Job Lump Sum $_100,000___ 2 Excavation and Grading - Section A 5,000 /cy $__8.00__ $__40,000___ est. 5,000 CY 3 Excavation - Section B 2,000 /cy $__8.00__ $__16,000___ est. 2,000 CY 4 Excavation - Section C 4,000 /cy $__8.00__ $__32,000___ est. 4,000 CY Subtotal (1+2+3+4):$_188,000___ 5 Contingency - 20% of Subtotal 1 20%$__37,600___ Total (1+2+3+4+5):$_225,600___ 2021 CLAM PASS MAINTENANCE EXCAVATION OPTION 2: SECTIONS A + B + C (0+00 to 17+00) OPINION OF PROBABLE COSTS PELICAN BAY SERVICES DIVISION Humiston & Moore Engineers Project Number 29-018 May 27, 2020 7.C.k Packet Pg. 125 Attachment: 8b-OPC-Opt2 (16141 : Recommendation to authorize expenditure of Tourist Development Tax funds for Clam Pass maintenance i) 7.C.l Packet Pg. 126 Attachment: QUOTE - QE Clam Pass Maintenance (16141 : Recommendation to authorize expenditure of Tourist Development Tax funds for 7.C.l Packet Pg. 127 Attachment: QUOTE - QE Clam Pass Maintenance (16141 : Recommendation to authorize expenditure of Tourist Development Tax funds for 7.C.l Packet Pg. 128 Attachment: QUOTE - QE Clam Pass Maintenance (16141 : Recommendation to authorize expenditure of Tourist Development Tax funds for 7.C.m Packet Pg. 129 Attachment: Quote- TSI Clam Pass Maintenance (16141 : Recommendation to authorize expenditure of Tourist Development Tax funds for Clam Pass maintenance i) 7.C.m Packet Pg. 130 Attachment: Quote- TSI Clam Pass Maintenance (16141 : Recommendation to authorize expenditure of Tourist Development Tax funds for Clam Pass maintenance i) 7.C.m Packet Pg. 131 Attachment: Quote- TSI Clam Pass Maintenance (16141 : Recommendation to authorize expenditure of Tourist Development Tax funds for Clam Pass maintenance i) June 11, 2021 Neil Dorrill Pelican Bay Services Division Administrator Collier County, Florida 801 Laurel Oak Dr, Naples, FL 34108 Re: 2021 Clam Pass Maintenance Dear Neil, We have received the quotes for the above referenced project and have reviewed the bid units and total prices from the 2 provided contractors Quality Enterprises USA and TSI Disaster Recovery LLC. TSI Disaster Recovery LLC is the low quote and review of their quote unit prices is consistent with industry standards. We have also reviewed the qualifications and experience of TSI Disaster Recovery LLC. which indicate that they have the capability to perform the work. TSI Disaster Recovery LLC. has previously worked on maintenance excavation and grading of Clam Pass and other projects in Collier County, Florida. As the project engineer, and based on our review of the bid documents, H&M supports an award of the project to TSI Disaster Recovery LLC. Please advise if you need any additional information. Sincerely, HUMISTON & MOORE ENGINEERS Mohamed Dabees, P.E. Vice President 5679 STRAND COURT NAPLES, FLORIDA 34110 FAX:239 594 2025 PHONE: 239 594 2021 7.C.n Packet Pg. 132 Attachment: HM ELORA TSI 6-11-21 (16141 : Recommendation to authorize expenditure of Tourist Development Tax funds for Clam Pass 06/28/2021 EXECUTIVE SUMMARY Recommendation to approve a proposal with Humiston & Moore Engineers to provide professional support services for the application of a modification to Permit No. 0142538-018-JM to allow dredged sand to be placed on Delnor-Wiggins State Park beach, under the current library services contract 18-7432-CZ, for time and material not to exceed $36,102.00, authorize the necessary budget amendment and make a finding that this item promotes tourism. OBJECTIVE: To modify Permit No. 0142538-018-JM to allow for dredged sand to be placed on Delnor-Wiggins State Park upland beach from Wiggins Pass to FDEP monument R-18. CONSIDERATIONS: On May 2, 2021 the Florida Department of Environmental Protection (FDEP) requested that the County apply for a modification to Permit 0142538-018-JM to allow dredged sand from Wiggins Pass to be placed on the northern section of Delnor-Wiggins State Park beach to assist with shoreline recovery between FDEP monuments R17 and R-18. Humiston & Moore Engineers will provide professional engineering services to the County in support of the application, including preparation of Permit Drawings, FDEP and U.S. Army Corps of Engineers (USACE) Permitting, and Approved FDEP and USACE Permit and Permit Drawings. Humiston & Moore Engineers is headquartered in Naples and was founded in 1991. They were selected as one of three firms on the County’s 18-7432-CZ Coastal Engineering Services Library contract and have provided engineering and permitting services to the County for over fifteen years. FISCAL IMPACT: Funding for the proposed work is available in the Tourist Development Tax Fund (195), project number 80288 Wiggins Pass Dredging. A budget amendment will be required to reappropriate funds within Fund (195). GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan related to this action. ADVISORY BOARD RECOMMENDATIONS: This item was approved at the Coastal Advisory Committee meeting on June 10th (9-0 vote) The Tourist Development Council will review on June 28th, and the Board of County Commissioners meeting on July 13th, 2021. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for approval. - CMG RECOMMENDATION: Recommendation to approve a proposal with Humiston & Moore Engineers to provide professional support services for the application of a modification to Permit No. 0142538-018-JM to allow dredged sand to be placed on Delnor-Wiggins State Park beach under the current library services contract 18-7432-CZ for time and material not to exceed $36,102.00, authorize the necessary budget amendment, and make a finding that this item promotes tourism. Prepared By: Andrew Miller, P.E., Coastal Zone Management, Capital Project Planning, Impact Fees and Program Management Division 7.D Packet Pg. 133 06/28/2021 ATTACHMENT(S) 1. Wiggins-2021HMProposal_ (PDF) 7.D Packet Pg. 134 06/28/2021 COLLIER COUNTY Collier County Tourist Development Council Item Number: 7.D Doc ID: 16176 Item Summary: Recommendation to approve a proposal with Humiston & Moore Engineers to provide professional support services for the application of a modification to Permit No. 0142538-018-JM to allow dredged sand to be placed on Delnor-Wiggins State Park beach, under the current library services contract 18-7432-CZ, for time and material not to exceed $36,102.00, authorize the necessary budget amendment and make a finding that this item promotes tourism. Meeting Date: 06/28/2021 Prepared by: Title: – Capital Project Planning, Impact Fees, and Program Management Name: Jessica Arencibia 06/08/2021 3:05 PM Submitted by: Title: Division Director - IF, CPP & PM – County Manager's Office Name: Amy Patterson 06/08/2021 3:05 PM Approved By: Review: Tourism Jennifer Leslie Tourism Division Completed 06/10/2021 11:10 AM Tourism Jack Wert Director Completed 06/10/2021 11:33 AM County Manager's Office Sean Callahan Executive Director Completed 06/17/2021 7:50 AM County Attorney's Office Colleen Greene Attorney Review Completed 06/18/2021 4:02 PM Tourist Development Council Jack Wert Meeting Pending 06/28/2021 9:00 AM 7.D Packet Pg. 135 Wiggins Pass Maintenance Dredging Professional Services State and Federal Permit Modifications Prepared by Humiston & Moore Engineers 6-03-2021 Page 1 of 2 F:\Collier\200-Wiggins-Pass\Contract\2021-PermitMod\2021-Permitting Dredging Wiggins Pass SOW Final.docx SCOPE OF WORK WIGGINS PASS PERMIT MODIFICATION CONTRACT 18-7432-CZ JUNE 8, 2021 (valid for 90 days) Introduction: The following is a scope of services for obtaining updates to the state and federal regulatory permits for adaptable design associated with the Wiggins Pass Navigation Channel Maintenance Dredging. Updates to the regulatory permits will include flexibility in the specific alignment for navigation channel dredging across the ebb shoal, additional beach disposal area along Delnor Wiggins State Park, and nearshore disposal off of Barefoot Beach Preserve. In all cases herein, County refers to Collier County, Park refers to Delnor Wiggins State Park, Preserve refers to Barefoot Beach Preserve, DEP refers to Department of Environmental Protection, USACE refers to the U.S. Army Corps of Engineers, and Engineer refers to Humiston & Moore Engineers. The modifications will allow for improved design options for improved project sustainability, and ability to address specific areas of erosion along Delnor Wiggins State Park. The maximum duration of this work is less than 365 days with the intent of being significantly shorter dependent on permit review by the Ft. Myers DEP and USACE agency offices. Length of processing will depend upon determination of minor or major modifications and specific processing protocol by each agency. Background: State and federal permits are in place at this time for ongoing maintenance dredging of Wiggins Pass. Permit drawings will be prepared based on 2021 monitoring surveys. The proposed changes to the permitted design will address ongoing erosion along the Park south of the inlet. There also exists an accreted sand spit on the south shoreline of the inlet along the north Park boundary with opportunity to place sand in the adjacent area in need of sand extending below Mean High Water. Improved management considerations include adding sand placement along the eroded south bank of the inlet, upland sand placement along the gulf-front at the Park in the vicinity of the northern walkway access, and expanded options for nearshore disposal north at the Preserve further from the inlet. Additionally, depending on inlet monitoring and current shoaling patterns, adjustments to the specific alignment of the dredge channel across the ebb shoal may prove beneficial to project performance and related costs. These amendments to the inlet maintenance program remain consistent with the overall goals of the ongoing management of the inlet and approved permits. Services provided by H&M will be invoiced based on Time and Materials. Task 1: Permit Drawings and State and Federal Pre-application meetings: Permit Drawings: Engineer shall prepare drawings in support of permit modifications for the maintenance dredging at Wiggins Pass and related beach and nearshore disposal of the dredged sand. Drawings will be based on available 2021 monitoring data and any updated bathymetric and topographic data from the County. Pre-Application Meetings: Upon completion of the permit drawings and acceptance by the County, Engineer will coordinate with County and Park staff and meet with state and federal agencies to initiate review. Following pre-application meetings, plans will be updated as necessary for filing of modifications to existing DEP and USACE permits. Deliverable: Permit Drawings and summary of meetings with DEP and USACE. 7.D.a Packet Pg. 136 Attachment: Wiggins-2021HMProposal_ (16176 : Modification to Permit No. 0142538-018-JM) Wiggins Pass Maintenance Dredging Professional Services State and Federal Permit Modifications Prepared by Humiston & Moore Engineers 6-03-2021 Page 2 of 2 F:\Collier\200-Wiggins-Pass\Contract\2021-PermitMod\2021-Permitting Dredging Wiggins Pass SOW Final.docx Task 1 (TM) Estimate: $11,328 Task 2: DEP and USACE Permitting State and Federal Permit Applications: Based on feedback from state and federal agencies, Engineer will prepare and file the necessary permit modifications for the improvements listed herein. Engineer on behalf of DEP Division of Recreation and Parks, previously obtained the required archeological assessment of the original beach disposal areas along the Park as well as additional areas extending north to the inlet and east along the inlet bank. Based on the assessment, each of these areas are eligible for consideration of beach fill. Requests for Additional Information (RAI): Engineer will respond to RAIs to complete the modification requests for permit issuance. Engineer will coordinate with the State of Florida Fish and Wildlife Conservation Commission (FWC), U.S. Fish and Wildlife Service (FWS) and National Marine Fisheries Service (NMFS) as necessary during the permit coordination. Engineer will coordinate all responses through Coastal Zone Management and keep the County and State Parks informed as stakeholders. Local County staff expertise and physical and biological monitoring of the 2020 dredging of Water Turkey Bay and Interim Dredging at Wiggins Pass will be potential resources in addressing questions from the state and federal staff. Deliverable: Approved DEP and USACE Permit Modifications and approved Permit Drawings. Task 2 (TM) Estimate $21,286.00 Task 3: Subconsultant Earth Tech – Subconsultant Environmental subconsultant to address submerged aquatic vegetation and natural resources, if needed. Deliverable: Environmental Resource Survey Report Task 3 (TM)Estimate $3,488.00 Professional Services as referenced herein will be provided based on a Time and Materials Basis for a total Not to exceed budget of $36,102. Application fees will be addressed separately by County. Professional services will be provided in accordance with Contract 18-7432-CZ between Engineer and County. Proposal valid for 90 days Sincerely yours, HUMISTON & MOORE ENGINEERS Brett D. Moore, P.E., D.CE. President 7.D.a Packet Pg. 137 Attachment: Wiggins-2021HMProposal_ (16176 : Modification to Permit No. 0142538-018-JM) Wiggins Pass Permit Modifications - Maintenance Dredging Prepred by Humiston Moore Engineers 6/8/2021 Wiggins Pass Permit Modifications - Maintenance Dredging Estimate 1. Permit Drawings and DEP and USACE Pre-application Meetiings 1.a Data review and development of updated permit drawings. meet with county 7,444.00 1.b Pre-application meetings 3,884.00 Task 1 Subtotal:11,328.00 2 - State and Federal Permitting 2.a Prepare DEP Submittal, supporting documentation, plans, reports, RAI 10,883.00 2.b Federal Permitting - USACE 10,403.00 Task 2 Subtotal:21,286.00 3- Subconsultant Earth Tech Environmental 3,488.00 Task 3 Subtotal 3,488.00 Total:36,102.00 Summary Breakdown of Cost Estimate RATE/UNIT HOURS/QTY COST AMOUNT Principal Engineer 231 40 9,240.00Senior Engineer 177 10 1,770.00 Project Manager 160 0 0.00Engineer130668,580.00 Senior Designer 140 0 0.00 Designer 105 98 10,290.00 Senior Technician 103 22 2,266.00 Inspector 93 0 0.00 Technician 83 3 249.00 Cadd Technician 107 0 0.00 Clerical/AdministrativeAdmin/clerical 73 3 219.00 Environmental Support 1 3488 3,488.00 EXPENSE 0 0.00 Project Total:36,102.00 F:\Collier\200-Wiggins-Pass\Contract\2021-PermitMod\2021 Costs Wiggins Pass Dredging Permit Modifications 1 of 1 7.D.a Packet Pg. 138 Attachment: Wiggins-2021HMProposal_ (16176 : Modification to Permit No. 0142538-018-JM) 7.D.aPacket Pg. 139Attachment: Wiggins-2021HMProposal_ (16176 : Modification to Permit No. 0142538-018-JM) 06/28/2021 COLLIER COUNTY Collier County Tourist Development Council Item Number: 7.E Item Summary: Discuss canceling TDC Meeting for August 2021 Meeting Date: 06/28/2021 Prepared by: Title: Administrative Assistant – Tourism Name: Jennifer Leslie 06/14/2021 3:17 PM Submitted by: Title: Division Director – Tourism Name: Jack Wert 06/14/2021 3:17 PM Approved By: Review: Tourism Jennifer Leslie Tourism Division Completed 06/14/2021 3:17 PM Corporate Business Operations Jennifer Reynolds Additional Reviewer Completed 06/14/2021 3:26 PM Tourism Jack Wert Director Completed 06/14/2021 3:31 PM County Manager's Office Sean Callahan Executive Director Completed 06/17/2021 7:51 AM County Attorney's Office Colleen Greene Attorney Review Completed 06/18/2021 3:52 PM Tourist Development Council Jack Wert Meeting Pending 06/28/2021 9:00 AM 7.E Packet Pg. 140 06/28/2021 EXECUTIVE SUMMARY Recommendation to approve the use of Tourist Development Tax Promotion Funds to support the upcoming September 2021 Sports Tourism Event up to $3,820 and make a finding that this expenditure promotes tourism. OBJECTIVE: To support the hosting costs for sporting event in September 2021 with a goal to attract participants and spectators to Collier County through Sports Tourism. CONSIDERATIONS: Collier County is scheduled to host the following Sports Tourism Event in September 2021. The Tourism Division Sports Marketing Team has attracted this event to our community. The projected hosting costs are based on experience with these same or similar events, the event funding application request, and the projected room nights from the event organizer. Event expenditures are the responsibility of the event organizer to pay in advance. The Tourism Division proposes to reimburse the event organizer for facility rental costs and operating expenses based on the proposed rental cost from the facility and room night visitation delivered to Collier County from the event participants and fans. These expenditures are authorized to be reimbursed through the BCC approved Sports Assistance Program. Staff utilizes the BCC approved Event Application form (attached) to determine the appropriate amount of recommended funding based on a sports tourism industry standard maximum acquisition cost of fifteen dollars per room night. Funding for these sports events is subject to TDC recommendation and Board approval. Naples Co-ed Draft Slow Pitch Softball Tournament is scheduled for September 25-26, 2021, for the 1st time at North Collier Regional Park and Veterans Park. This is an adult Co-Ed slow-pitch softball tournament. The event is projected to attract 500 athletes and staff is projecting the event to generate 400 room nights in the County based on the pre-event Destination International Event Impact Calculator, direct visitor spending of $196,464 and TDT revenue of $3,118. The expenses to be paid for the 202 1 event will be assistance with facility rental up to a maximum amount of $3,820. Parks and Recreation overtime will be billed directly to the event promoter. FISCAL IMPACT: Funding of up to $3,820 for the September 2021 event is included in the BCC approved FY 21 Tourism Division budget in Fund 184 for Sports Marketing Event support, leaving a balance of $1,380 in Fund 184. GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan with this Executive Summary. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for approval. - CMG RECOMMENDATION: For the Tourist Development Council to recommend approval of the use of Tourist Development Tax Promotion Funds to support the upcoming September 2021 Sports Tourism Event up to $3,820 and make a finding that this expenditure promotes tourism. Prepared by Nikki King, Sports Marketing Manager ATTACHMENT(S) 1. ISPS Naples Co-Ed Softball Application (PDF) 7.F Packet Pg. 141 06/28/2021 7.F Packet Pg. 142 06/28/2021 COLLIER COUNTY Collier County Tourist Development Council Item Number: 7.F Doc ID: 16292 Item Summary: Recommendation to approve the use of Tourist Development Tax Promotion Funds to support the upcoming September 2021 Sports Tourism Event up to $3,820 and make a finding that this expenditure promotes tourism. Meeting Date: 06/28/2021 Prepared by: Title: Administrative Assistant – Tourism Name: Jennifer Leslie 06/15/2021 3:42 PM Submitted by: Title: Division Director – Tourism Name: Jack Wert 06/15/2021 3:42 PM Approved By: Review: Tourism Jennifer Leslie Tourism Division Completed 06/15/2021 3:43 PM Corporate Business Operations Jennifer Reynolds Additional Reviewer Completed 06/15/2021 3:50 PM Tourism Jack Wert Director Completed 06/15/2021 3:52 PM County Manager's Office Sean Callahan Executive Director Completed 06/17/2021 7:51 AM County Attorney's Office Colleen Greene Attorney Review Completed 06/18/2021 3:52 PM Tourist Development Council Jack Wert Meeting Pending 06/28/2021 9:00 AM 7.F Packet Pg. 143 7.F.a Packet Pg. 144 Attachment: ISPS Naples Co-Ed Softball Application (16292 : Hosting September 2021 Sports Tourism Event) 7.F.a Packet Pg. 145 Attachment: ISPS Naples Co-Ed Softball Application (16292 : Hosting September 2021 Sports Tourism Event) 7.F.a Packet Pg. 146 Attachment: ISPS Naples Co-Ed Softball Application (16292 : Hosting September 2021 Sports Tourism Event) 7.F.a Packet Pg. 147 Attachment: ISPS Naples Co-Ed Softball Application (16292 : Hosting September 2021 Sports Tourism Event) 7.F.a Packet Pg. 148 Attachment: ISPS Naples Co-Ed Softball Application (16292 : Hosting September 2021 Sports Tourism Event) 7.F.a Packet Pg. 149 Attachment: ISPS Naples Co-Ed Softball Application (16292 : Hosting September 2021 Sports Tourism Event) 7.F.a Packet Pg. 150 Attachment: ISPS Naples Co-Ed Softball Application (16292 : Hosting September 2021 Sports Tourism Event) 7.F.a Packet Pg. 151 Attachment: ISPS Naples Co-Ed Softball Application (16292 : Hosting September 2021 Sports Tourism Event) 7.F.a Packet Pg. 152 Attachment: ISPS Naples Co-Ed Softball Application (16292 : Hosting September 2021 Sports Tourism Event) 7.F.a Packet Pg. 153 Attachment: ISPS Naples Co-Ed Softball Application (16292 : Hosting September 2021 Sports Tourism Event) 7.F.a Packet Pg. 154 Attachment: ISPS Naples Co-Ed Softball Application (16292 : Hosting September 2021 Sports Tourism Event) 7.F.a Packet Pg. 155 Attachment: ISPS Naples Co-Ed Softball Application (16292 : Hosting September 2021 Sports Tourism Event) 06/28/2021 EXECUTIVE SUMMARY Recommendation to award Request for Proposal (RFP) 21-7860 “Tourism Research Services” to Downs & St. Germain Research, Inc.; and make a finding that this action promotes tourism. _____________________________________________________________________________________ OBJECTIVE: To provide the research services for the Tourism Division to report results of their marketing efforts to bring visitors to Collier County. CONSIDERATIONS: The Tourism Division requires a firm to perform destination research services and conduct studies analyzing data related to the tourism advertising and promotional efforts of the County, including but not limited to, a visitor profile study, hotel occupancy and average daily rate study, annual impact of tourism study, inquiry conversion study, and focus group research. On January 14, 2021, the Procurement Services Division released Request for Proposal 21-7860 Tourism Research Services to 10,123 vendors and received six (6) responsive and responsible proposals by the due date of February 17, 2021. Three (3) references were requested from clients of projects with a similar size for which the firm provided services similar in scope and complexity within the past five years. On March 29, 2021, the committee scored each proposal and shortlisted the top two (2) firms for presentations as shown below. Company Name Final Ranking Downs & St. Germain Research Inc. 1 Research Data Services Inc. 2 A selection committee met on April 14, 2021 for step 2, presentations, and ranked the firms as shown above. Staff recommends award to Downs & St. Germain Research Inc., as the number one ranked firm. Downs & St. Germain Research Inc. has been doing business in the tourism industry in Florida since 1991. Tourism clients in the Southwest Florida area include Sarasota and Lee County. This agreement will replace #16-6563 with Research Data Services Inc. Both firms will be kept on simultaneously to allow for a smooth transition until the expiration of the agreement with Research Data Services Inc. on October 26, 2021. FISCAL IMPACT: Funds are included in the requested FY 22 Tourism Division budget in contracted services. The projected annual contract budget for the first three years of the agreement is $114,000. Research services cost for the two one-year extensions to the initial term will be negotiated each year by the parties to this agreement. GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management plan with this action. ADVISORY BOARD RECOMMENDATION: This item will be reviewed by the Tourist Development Council (TDC) on June 28 ,2021. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for Board approval.-SAA RECOMMENDATION: To award RFP 21-7860 “Tourism Research Services” to Downs & St. Germain Research, Inc., authorize the chair to sign the attached agreement, and make a finding that this action promotes tourism. 7.G Packet Pg. 156 06/28/2021 PREPARED BY: Jack Wert, Tourism Director ATTACHMENT(S) 1. 21-7860 Notice of Recommended Award (PDF) 2. 21-7860 Solicitation (PDF) 3. 21-7860_Contract_Downs&St.GermainResearch,Inc. (PDF) 4. 21-7860_DownsSt.GermainResearchInc._COI (PDF) 5. 21-7860_DownsSt.GermainResearchInc._vendorsigned (PDF) 6. 21-7860_Downs St Germain Proposal (PDF) 7. 21-7860 Final Ranking (PDF) 7.G Packet Pg. 157 06/28/2021 COLLIER COUNTY Collier County Tourist Development Council Item Number: 7.G Doc ID: 16315 Item Summary: Recommendation to award Request for Proposal (RFP) 21-7860 “Tourism Research Services” to Downs & St. Germain Research, Inc.; and make a finding that this action promotes tourism. Meeting Date: 06/28/2021 Prepared by: Title: Administrative Assistant – Tourism Name: Jennifer Leslie 06/18/2021 12:01 PM Submitted by: Title: Division Director – Tourism Name: Jack Wert 06/18/2021 12:01 PM Approved By: Review: Tourism Jennifer Leslie Tourism Division Completed 06/18/2021 12:01 PM Corporate Business Operations Jennifer Reynolds Additional Reviewer Completed 06/18/2021 12:09 PM County Attorney's Office Sally Ashkar Additional Reviewer Completed 06/18/2021 2:31 PM Tourism Jack Wert Director Completed 06/18/2021 4:15 PM County Manager's Office Sean Callahan Executive Director Completed 06/22/2021 11:09 AM Procurement Services Caroline Blevins Additional Reviewer Completed 06/22/2021 11:14 AM Procurement Services Viviana Giarimoustas Additional Reviewer Completed 06/22/2021 11:50 AM County Attorney's Office Colleen Greene Attorney Review Completed 06/22/2021 4:56 PM Tourist Development Council Jack Wert Meeting Pending 06/28/2021 9:00 AM 7.G Packet Pg. 158 Notice of Recommended Award Solicitation: 21-7860 Title: Tourism Research Services Due Date and Time: 2/17/2021 10:00 AM EST Respondents: Company Name City County State Final Ranking Responsive/Responsible Downs & St. Germain Research Inc. Tallahassee Leon FL 1 YES/YES Research Data Services Inc. Tampa Hillsborough FL 2 YES/YES Destination Analysts San Francisco San Francisco CA N/A YES/YES Integrated Insight Inc. The Villages Sumter FL N/A YES/YES Jades Corp DBA Majority Opinion Research LLC. Atlanta Fulton GA N/A YES/YES The Research Associates Inc. New York New York NY N/A YES/YES Utilized Local Vendor Preference: Yes No Recommended Vendor(s) For Award: On January 14, 2021, the Procurement Services Division released Request for Proposal 21-7860 Tourism Research Services. 10,123 firms were notified, 90 firms viewed the information, and six (6) responsive and responsible proposals were received on February 17, 2021. Three (3) references were requested from clients of projects with a similar size for which the firm provided services similar in scope and complexity within the past five years. On March 29, 2021, the committee scored each proposal and shortlisted the top two (2) firms for presentations. Presentations were held April 14, 2021 to rank the two firms. Award is recommended to Downs & St. Germain Research Inc. as the number one firm. Contract Driven Purchase Order Driven Required Signatures Project Manager: Jack Wert Procurement Strategist: Viviana Giarimoustas Procurement Services Director: ___________________________________________________ Sandra Herrera Date DocuSign Envelope ID: B6AB78C7-2A33-460E-9589-5E6F56D08F90 4/16/2021 4/16/2021 4/16/2021 7.G.a Packet Pg. 159 Attachment: 21-7860 Notice of Recommended Award (16315 : RFP for Tourism Research Services) COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS REQUEST FOR PROPOSAL (RFP) FOR TOURISM RESEARCH SERVICES SOLICITATION NO.: 21-7860 VIVIANA GIARIMOUSTAS, PROCUREMENT STRATEGIST PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FLORIDA 34112 TELEPHONE: (239) 252-8375 VivianaGiarimoustas@colliercountyfl.gov (Email) This solicitation document is prepared in a Microsoft Word format (Rev 8/7/2017). Any alterations to this document made by the Vendor may be grounds for rejection of proposal, cancellation of any subsequent award, or any other legal remedies available to the Collier County Government. 7.G.b Packet Pg. 160 Attachment: 21-7860 Solicitation (16315 : RFP for Tourism Research Services) SOLICITATION PUBLIC NOTICE REQUEST FOR PROPOSAL (RFP) NUMBER: 21-7860 PROJECT TITLE: TOURISM RESEARCH SERVICES DUE DATE: Wednesday, February 17, 2021 10:00 AM EST PLACE OF RFP OPENING: PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FL 34112 All proposals shall be submitted online via the Collier County Procurement Services Division Online Bidding System: https://www.bidsync.com/bidsync-cas/ INTRODUCTION As requested by the Tourism Division (hereinafter, the “Division or Department”), the Collier County Board of County Commissioners Procurement Services Division (hereinafter, “County”) has issued this Request for Proposal (hereinafter, “RFP”) with the intent of obtaining proposals from interested and qualified vendors in accordance with the terms, conditions and specifications stated or attached. The vendor, at a minimum, must achieve the requirements of the Specifications or Scope of Work stated. The results of this solicitation may be used by other County departments once awarded according to the Board of County Commissioners Procurement Ordinance. BACKGROUND The Naples, Marco Island, Everglades Convention & Visitors Bureau (CVB) is a part of Collier County Government and serves as the marketing arm of the Collier County Tourist Development Council (TDC). The Collier County Tourism Division administers the work of both the TDC and the CVB. The Tourism Division is searching for a firm that can perform research to determine various data and analytics resulting from the tourism advertising and promotional efforts of the County. Historically, County departments have spent on average $100,000 annually; however, this may not be indicative of future buying patterns. TERM OF CONTRACT The contract term, if an award(s) is made is intended to be for three (3) years with two (2) one (1) year renewals. Prices shall remain firm for the initial term of this contract. Surcharges will not be accepted in conjunction with this contract, and such charges should be incorporated into the pricing structure. The County Manager, or 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 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. All goods are FOB destination and must be suitably packed and prepared to secure the lowest transportation rates and to comply with all carrier regulations. Risk of loss of any goods sold hereunder shall transfer to the COUNTY at the time and place of delivery; provided that risk of loss prior to actual receipt of the goods by the COUNTY nonetheless remain with VENDOR. DETAILED SCOPE OF WORK The firm, at a minimum, must achieve the information below: 1. VISITOR PROFILE STUDY • Interviews at Southwest Florida International Airport (RSW) when possible • Interviews at sports and special events as assigned by Project Manager or designee • The following is requested monthly: o Interviews conducted on-line with past visitors or information inquirers o Face to face interviews in hotels and attractions 7.G.b Packet Pg. 161 Attachment: 21-7860 Solicitation (16315 : RFP for Tourism Research Services) o Monthly reports to CVB office outlining but not limited to the following: o Visitor demographics o Economic, psychographic and budgetary factors o Separate breakouts for business, meeting and leisure travelers o Separate detailed origin and demographic reports on international and domestic visitors o Tourism Industry employment statistics for Collier County o Airport arrivals in South Florida airport entry points o Quarterly reports for combined visitor and hotel analytics for distribution to County Commission o Monthly third-party reports for economic trends, competitive destination information and group meeting impact o Sampling of visitor comments from face to face and on-line interviews o Annual Calendar and Fiscal Year reports of visitor impacts in all the above categories 2. HOTEL OCCUPANCY & AVERAGE DAILY RATE (ADR) STUDY • Annual report with comparisons to previous year • Seasonal reports for high, low and shoulder times of year The following is requested monthly: • Survey of hotels to determine occupancy, ADR, Rev Par, Room Demand, Number of Visitors, Visitor Spending, Visitor Economic Impact, Hotel Room Nights and three-month forecast of visitation • Report to County on results with comparisons to previous months and previous years 3. IMPACT OF TOURISM STUDY Annual Report on economic impact of tourism on Collier County should include: • Measurement of sales, gas and tourist development tax revenue and impact • Tax savings to Collier County residents resulting from visitor spending • Employment impact of tourism (i.e. jobs supported, jobs created, wages earned) • Ranking of visitor activities that attracted tourists and what activities they enjoyed during their visit • Visitor spending at hotels, restaurants, shopping, attractions, sports and special events, gasoline • Return on investment of advertising dollars to visitor spending 4. INQUIRY CONVERSION STUDY • Annual report of random sampling of inquiries for information from toll free numbers, e-mail and web site, and direct inquiries to destination advertising • Percent of conversions with comparisons to other similar sized destinations • Return on investment for various advertising mediums including print, on- line and broadcast used in marketing the destination • Economic impact from those respondents who came to the destination as a result of our marketing efforts 5. FOCUS GROUP RESEARCH These sessions should be placed in domestic and International feeder markets. Four focus groups per year are recommended with one being international. Qualitative research on an as needed basis to measure or test the following: • Testing of Advertising concepts • Testing of brand positioning and perceptions • Testing of consumer preferences, activities and perceptions of Collier County as a visitor destination • Testing of preferences and buying habits with group meeting planners • Testing of website and social media effectiveness, ease and methods of use • Executive summary and detailed tabulation of the results of each study REQUEST FOR PROPOSAL (RFP) PROCESS 1.1 The Proposers will submit a qualifications proposal which will be scored based on the criteria in Evaluation Criteria for Development of Shortlist, which will be the basis for short-listing firms. The Proposers will need to meet the minimum requirements outlined herein in order for their proposal to be evaluated and scored by the COUNTY. The COUNTY will then score and rank the firms and enter into negotiations with the top ranked firm to establish cost for the services needed. The COUNTY reserves the right to issue an invitation for oral presentations to obtain additional information after scoring and before the final ranking. With successful negotiations, a contract will be 7.G.b Packet Pg. 162 Attachment: 21-7860 Solicitation (16315 : RFP for Tourism Research Services) developed with the selected firm, based on the negotiated price and scope of services and submitted for approval by the Board of County Commissioners. 1.2 The COUNTY will use a Selection Committee in the Request for Proposal selection process. 1.3 The intent of the scoring of the proposal is for respondents to indicate their interest, relevant experience, financial capability, staffing and organizational structure. 1.4 The intent of the oral presentations, if deemed necessary, is to provide the vendors with a venue where they can conduct discussions with the Selection Committee to clarify questions and concerns before providing a final rank. 1.5 Based upon a review of these proposals, the COUNTY will rank the Proposers based on the discussion and clarifying questions on their approach and related criteria, and then negotiate in good faith an Agreement with the top ranked Proposer. 1.6 If, in the sole judgment of the COUNTY, a contract cannot be successfully negotiated with the top-ranked firm, negotiations with that firm will be formally terminated and negotiations shall begin with the firm ranked second. If a contract cannot be successfully negotiated with the firm ranked second, negotiations with that firm will be formally terminated and negotiations shall begin with the third ranked firm, and so on. The COUNTY reserves the right to negotiate any element of the proposals in the best interest of the COUNTY. RESPONSE FORMAT AND EVALUATION CRITERIA FOR DEVELOPMENT OF SHORTLIST: 1.7 For the development of a shortlist, this evaluation criterion will be utilized by the COUNTY’S Selection Committee to score each proposal. Proposers are encouraged to keep their submittals concise and to include a minimum of marketing materials. Proposals must address the following criteria: Evaluation Criteria Maximum Points 1. Cover Letter / Management Summary 5 Points 2. Certified Woman and/or Minority Business Enterprise 5 Points 3. Business Plan 25 Points 4. Cost of Services to the County 15 Points 5. Experience and Capacity of the Firm 20 Points 6. Specialized Expertise of Team Members 20 Points 7. Local Vendor Preference 10 Points TOTAL POSSIBLE POINTS 100 Points Tie Breaker: In the event of a tie at final ranking, award shall be made to the proposer with the lower volume of work previously awarded. Volume of work shall be calculated based upon total dollars paid to the proposer in the twenty-four (24) months prior to the RFP submittal deadline. Payment information will be retrieved from the County’s financial system of record. The tie breaking procedure is only applied in the final ranking step of the selection process and is invoked by the Procurement Services Division Director or designee. In the event a tie still exists, selection will be determined based on random selection by the Procurement Services Director before at least three (3) witnesses. ---------------------------------------------------------------------------------------------------------------------------------------------------------- Each criterion and methodology for scoring is further described below. ***Proposals must be assembled, at minimum, in the order of the Evaluation Criteria listed or your proposal may be deemed non-responsive*** EVALUATION CRITERIA NO. 1: COVER LETTER/MANAGEMENT SUMMARY (5 Total Points Available) Provide a cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of the firm in providing the services stated herein. Include the name(s), telephone number(s) and email(s) of the authorized contact person(s) concerning proposal. Submission of a signed Proposal is Vendor's certification that the Vendor will accept any awards as a result of this RFP. EVALUATION CRITERIA NO. 2: CERTIFIED WOMAN AND/OR MINORITY BUSINESS ENTERPRISE (5 Total Points Available) Submit certification with the Florida Department of Management Service, Office of Supplier Diversity as a Certified Woman and/or Minority Business Enterprise. 7.G.b Packet Pg. 163 Attachment: 21-7860 Solicitation (16315 : RFP for Tourism Research Services) EVALUATION CRITERIA NO. 3: BUSINESS PLAN (25 Total Points Available) In this tab, include: • Description of the proposed research plan and the details of how each task in the Scope of Services will be collected and reported. • Timeline for delivery of each task throughout the contract year. • Creative ideas in the way that your firm will collect data, unique interviewing techniques and reporting delivery and suggestions, new or unique data collection methods. • Explain how you ensure that the data collected is accurate and at what level of confidence will that data be reported. • Include with the Business Plan or as an attachment, a copy of a report as an example of work product. This should be for one of the projects listed as a reference. EVALUATION CRITERIA NO. 4: COST OF SERVICES TO THE COUNTY (15 Total Points Available) In this tab, include: • Provide the projected monthly and yearly total cost for each of the five (5) research tasks outlined in this Scope of Services. Provide pricing on table below. • Provide the projected monthly and annual cost of out of pocket expenses such as travel for focus groups and special projects that would be in addition to the monthly service fee for the below services. “Out of pocket expenses” include but are not limited to travel expenses such as parking fees, reasonable commercial transportation, reasonable gratuities, hotels, taxes, shipping fees, tolls and shipping and postage costs. Office expenses in support of these services should be included in the monthly service fee. Task Description UOM Estimated Quantity Unit Price Total Price 1 Visitor Profile Study Monthly 12 $ $ 2 Hotel Occupancy & Average Daily Rate Study Monthly 12 $ $ 3 Impact of Tourism Study Monthly 12 $ $ 4 Inquiry Conversion Study Monthly 12 $ $ 5 Focus Group Research Each 1 $ $ Out of Pocket Fees (maximum) Monthly 12 $ $ Yearly Price $ • Provide an hourly fee for special projects not included in the five (5) research tasks listed and provide the projected monthly. Description UOM Rate Hourly Rate for Special Projects Hourly $ EVALUATION CRITERIA NO. 5: EXPERIENCE AND CAPACITY OF THE FIRM (20 Total Points Available) In this tab, include but not limited to: • Provide information that documents your firm’s qualifications to produce the required deliverables, including abilities, capacity, skill, and financial strength, and number of years of experience in providing the required services. • Describe the various team members’ successful experience in working with one another on previous projects. The County requests that the vendor submits three (3) reference forms from clients during a period of the last 5 years whose projects are of a similar nature to this solicitation as a part of their proposal. Provide information on the projects completed by the vendor that best represent projects of similar size, scope and complexity of this project using form provided in Form 5. Vendors may include two (2) additional pages for each project to illustrate aspects of the completed project that provides the information to assess the experience of the Proposer on relevant project work. 7.G.b Packet Pg. 164 Attachment: 21-7860 Solicitation (16315 : RFP for Tourism Research Services) EVALUATION CRITERIA NO. 6: SPECIALIZED EXPERTISE OF TEAM MEMBERS (20 Total Points Available) In this tab, include but not limited to: • Description of the proposed contract team and the role to be played by each member of the team. • Attach brief resumes of all proposed project team members who will be involved in the management of the total package of services, as well as the delivery of specific services. • Attach resumes of any sub-vendors and attach letters of intent from stated sub-vendors must be included with proposal submission. EVALUATION CRITERIA NO. 7: LOCAL VENDOR PREFERENCE (10 Total Points Available) Local business is defined as the vendor having a current Business Tax Receipt issued by the Collier or Lee County Tax Collector prior to proposal submission to do business within Collier County, and that identifies the business with a permanent physical business address located within the limits of Collier or Lee County from which the vendor’s staff operates and performs business in an area zoned for the conduct of such business. VENDOR CHECKLIST ***Vendor should check off each of the following items as the necessary action is completed (please see, Vendor Check List)*** 7.G.b Packet Pg. 165 Attachment: 21-7860 Solicitation (16315 : RFP for Tourism Research Services) Page 1 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 FIXED FEE PROFESSIONAL SERVICE AGREEMENT #__________________ for ______________________________________________________ THIS AGREEMENT, made and entered into on this ____day of___________, 20___, by and between _______________________________________________________, authorized to do business in the State of Florida, whose business address is ______________________________________________________,(the "Contractor") and Collier County, a political subdivision of the State of Florida, (the "County"): W I T N E S S E T H: 1.The Agreement shall be for a _________ ( ____ ) year period, commencing upon the date of Board approval; or on _____________,and terminating on _______ ( ) year(s) from that date or until all outstanding Purchase Order(s) issued prior to the expiration of the Agreement period have been completed or terminated. The County may, at its discretion and with the consent of the Contractor, renew the Agreement under all of the terms and conditions contained in this Agreement for _______ ( ) additional _______ ( ) year(s) periods. The County shall give the Contractor written notice of the County’s intention to renew the Agreement term prior to the end of the Agreement term then in effect. The County Manager, or his designee, may, at his discretion, extend the Agreement under all of the terms and conditions contained in this Agreement for up to one hundred and eighty (180) days. The County Manager, or his designee, shall give the Contractor written notice of the County's intention to extend the Agreement term prior to the end of the Agreement term then in effect. 2.COMMENCEMENT OF SERVICES. The Contractor shall commence the work upon issuance of a Purchase Order Notice to Proceed Work Order. 3.STATEMENT OF WORK. The Contractor shall provide services in accordance with the terms and conditions of Request for Proposal (RFP) Invitation to Bid (ITB) Other__________________________________________ (______) # __________, including all Attachment(s), Exhibit(s) and Addenda and the Contractor's proposal referred to herein and made an integral part of this Agreement. The Contractor shall also provide services in accordance with Exhibit A – Scope of Services attached hereto. 7.G.c Packet Pg. 166 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) Page 2 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 3.1 This Agreement contains the entire understanding between the parties and any modifications to this Agreement shall be mutually agreed upon in writing by the Parties, in compliance with the County’s Procurement Ordinance, as amended, and Procurement Procedures in effect at the time such services are authorized. 3.2 The execution of this Agreement shall not be a commitment to the Contractor to order any minimum or maximum amount. The County shall order items/services as required but makes no guarantee as to the quantity, number, type or distribution of items/services that will be ordered or required by this Agreement. 4.THE AGREEMENT SUM. The County shall pay the Contractor for the performance of this Agreement based on Exhibit B- Fee Schedule, attached hereto and the price methodology as defined in Section 4.1. Payment will be made upon receipt of a proper invoice and upon approval by the County’s Contract Administrative Agent/Project Manager, and in compliance with Chapter 218, Fla. Stats., otherwise known as the “Local Government Prompt Payment Act”. 4.1 Price Methodology (as selected below): Lump Sum (Fixed Price): A firm fixed total price offering for a project; the risks are transferred from the County to the contractor; and, as a business practice there are no hourly or material invoices presented, rather, the contractor must perform to the satisfaction of the County’s project manager before payment for the fixed price contract is authorized. Time and Materials: The County agrees to pay the contractor for the amount of labor time spent by the contractor's employees and subcontractors to perform the work (number of hours times hourly rate), and for materials and equipment used in the project (cost of materials plus the contractor's markup). This methodology is generally used in projects in which it is not possible to accurately estimate the size of the project, or when it is expected that the project requirements would most likely change. As a general business practice, these contracts include back-up documentation of costs; invoices would include number of hours worked and billing rate by position (and not company (or subcontractor) timekeeping or payroll records), material or equipment invoices, and other reimbursable documentation for the project. Unit Price: The County agrees to pay a firm total fixed price (inclusive of all costs, including labor, materials, equipment, overhead, etc.) for a repetitive product or service delivered (i.e. installation price per ton, delivery price per package or carton, etc.). The invoice must identify the unit price and the number of units received (no contractor inventory or cost verification). 4.2 Any County agency may obtain services under this Agreement, provided sufficient funds are included in their budget(s). 7.G.c Packet Pg. 167 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) Page 3 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 4.3 Payments will be made for services furnished, delivered, and accepted, upon receipt and approval of invoices submitted on the date of services or within six (6) months after completion of the Agreement. Any untimely submission of invoices beyond the specified deadline period is subject to non-payment under the legal doctrine of “laches” as untimely submitted. Time shall be deemed of the essence with respect to the timely submission of invoices under this Agreement. 4.4 The County, or any duly authorized agents or representatives of the County, 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 Payment Application, Change Order, or Work Directive Change. 4.5 Travel and Reimbursable Expenses: Travel and Reimbursable Expenses must be approved in advance in writing by the County. Travel expenses shall be reimbursed as per Section 112.061 Fla. Stats. Reimbursements shall be at the following rates: Mileage $0.44.5 per mile Breakfast $6.00 Lunch $11.00 Dinner $19.00 Airfare Actual ticket cost limited to tourist or coach class fare Rental car Actual rental cost limited to compact or standard-size vehicles Lodging Actual cost of lodging at single occupancy rate with a cap of no more than $150.00 per night Parking Actual cost of parking Taxi or Airport Limousine Actual cost of either taxi or airport limousine Reimbursable items other than travel expenses shall be limited to the following: telephone long-distance charges, fax charges, photocopying charges and postage. Reimbursable items will be paid only after Contractor has provided all receipts. Contractor shall be responsible for all other costs and expenses associated with activities and solicitations undertaken pursuant to this Agreement. 5.SALES TAX. Contractor shall pay all sales, consumer, use and other similar taxes associated with the Work or portions thereof, which are applicable during the performance of the Work. Collier County, Florida as a political subdivision of the State of Florida, is exempt from the payment of Florida sales tax to its vendors under Chapter 212, Florida Statutes, Certificate of Exemption # 85-8015966531C. 7.G.c Packet Pg. 168 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) Page 4 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 6. NOTICES. All notices from the County to the Contractor shall be deemed duly served if mailed or emailed to the Contractor at the following: Company Name: ________________________________________ Address: ________________________________________ ________________________________________ Authorized Agent: ________________________________________ Attention Name & Title: ________________________________________ Telephone: ________________________________________ E-Mail(s): ________________________________________ All Notices from the Contractor to the County shall be deemed duly served if mailed or emailed to the County to: Board of County Commissioners for Collier County, Florida Division Director: ________________________________________ Division Name: ________________________________________ Address: ________________________________________ ________________________________________ Administrative Agent/PM: ________________________________________ Telephone: ________________________________________ E-Mail(s): ________________________________________ The Contractor and the County may change the above mailing address at any time upon giving the other party written notification. All notices under this Agreement must be in writing. 7. NO PARTNERSHIP. Nothing herein contained shall create or be construed as creating a partnership between the County and the Contractor or to constitute the Contractor as an agent of the County. 8. PERMITS: LICENSES: TAXES. In compliance with Section 218.80, F.S., all permits necessary for the prosecution of the Work shall be obtained by the Contractor. The County will not be obligated to pay for any permits obtained by Subcontractors. Payment for all such permits issued by the County shall be processed internally by the County. All non-County permits necessary for the prosecution of the Work shall be procured and paid for by the Contractor. The Contractor shall also be solely responsible for payment of any and all taxes levied on the Contractor. In addition, the Contractor shall comply with all rules, regulations and laws of Collier County, the State of Florida, or the U. S. Government now in force or hereafter adopted. The Contractor agrees to comply with all laws governing the responsibility of an employer with respect to persons employed by the Contractor. 7.G.c Packet Pg. 169 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) Page 5 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 9. NO IMPROPER USE. The Contractor will not use, nor suffer or permit any person to use in any manner whatsoever, County facilities for any improper, immoral or offensive purpose, or for any purpose in violation of any federal, state, county or municipal ordinance, rule, order or regulation, or of any governmental rule or regulation now in effect or hereafter enacted or adopted. In the event of such violation by the Contractor or if the County or its authorized representative shall deem any conduct on the part of the Contractor to be objectionable or improper, the County shall have the right to suspend the Agreement of the Contractor. Should the Contractor fail to correct any such violation, conduct, or practice to the satisfaction of the County within twenty-four (24) hours after receiving notice of such violation, conduct, or practice, such suspension to continue until the violation is cured. The Contractor further agrees not to commence operation during the suspension period until the violation has been corrected to the satisfaction of the County. 10. TERMINATION. Should the Contractor be found to have failed to perform his services in a manner satisfactory to the County as per this Agreement, the County may terminate said Agreement for cause; further the County may terminate this Agreement for convenience with a thirty (30) day written notice. The County shall be the sole judge of non-performance. In the event that the County terminates this Agreement, Contractor’s recovery against the County shall be limited to that portion of the Agreement Amount earned through the date of termination. The Contractor shall not be entitled to any other or further recovery against the County, including, but not limited to, any damages or any anticipated profit on portions of the services not performed. 11. NO DISCRIMINATION. The Contractor agrees that there shall be no discrimination as to race, sex, color, creed or national origin. 12. INSURANCE. The Contractor shall provide insurance as follows: A. Commercial General Liability: Coverage shall have minimum limits of $_____________ Per Occurrence, $_____________aggregate for Bodily Injury Liability and Property Damage Liability. This shall include Premises and Operations; Independent Contractors; Products and Completed Operations and Contractual Liability. B. Business Auto Liability: Coverage shall have minimum limits of $_____________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 $_____________for each accident. 7.G.c Packet Pg. 170 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) Page 6 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 D. Professional Liability: Shall be maintained by the Contractor to ensure its legal liability for claims arising out of the performance of professional services under this Agreement. Contractor waives its right of recovery against County as to any claims under this insurance. Such insurance shall have limits of not less than $____________each claim and aggregate. E. Cyber Liability: Coverage shall have minimum limits of $_____________per occurrence. F. Technology Errors and Omissions: Coverage shall have minimum limits of $_____________per occurrence. G. Watercraft: Coverage shall have minimum limits of $_____________per occurrence. H. United States Longshoreman’s and Harborworker’s Act Coverage shall be maintained where applicable to the completion of the work $_____________per occurrence. I. Maritime Coverage (Jones Act): Coverage shall have minimum limits of $_____________per occurrence. L. (other): Coverage shall have minimum limits of $_____________per occurrence. Special Requirements: Collier County Board of County Commissioners, OR, Board of County Commissioners in Collier County, OR, Collier County Government shall be listed as the Certificate Holder and included as an “Additional Insured" on the Insurance Certificate for Commercial General Liability where required. This insurance shall be primary and non-contributory with respect to any other insurance maintained by, or available for the benefit of, the Additional Insured and the Contractor’s policy shall be endorsed accordingly. Current, valid insurance policies meeting the requirement herein identified shall be maintained by Contractor during the duration of this Agreement. The Contractor shall provide County with certificates of insurance meeting the required insurance provisions. Renewal certificates shall be sent to the County thirty (30) days prior to any expiration date. Coverage afforded under the policies will not be canceled or allowed to expire until the greater of: thirty (30) days prior written notice, or in accordance with policy provisions. Contractor shall also notify County, in a like manner, within twenty-four (24) hours after receipt, of any notices of expiration, cancellation, non-renewal or material change in coverage or limits received by Contractor from its insurer, and nothing contained herein shall relieve Contractor of this requirement to provide notice. Contractor shall ensure that all subcontractors comply with the same insurance requirements that the Contractor is required to meet. 7.G.c Packet Pg. 171 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) Page 7 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 13.INDEMNIFICATION. To the maximum extent permitted by Florida law, the Contractor shall defend, indemnify and hold harmless Collier County, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys’ fees and paralegals’ fees, whether resulting from any claimed breach of this Agreement by Contractor, any statutory or regulatory violations, or from personal injury, property damage, direct or consequential damages, or economic loss, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the Contractor or anyone employed or utilized by the Contractor in the performance of this Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an indemnified party or person described in this paragraph. This section does not pertain to any incident arising from the sole negligence of Collier County. 13.1 The duty to defend under this Article 13 is independent and separate from the duty to indemnify, and the duty to defend exists regardless of any ultimate liability of the Contractor, County and any indemnified party. The duty to defend arises immediately upon presentation of a claim by any party and written notice of such claim being provided to Contractor. Contractor’s obligation to indemnify and defend under this Article 13 will survive the expiration or earlier termination of this Agreement until it is determined by final judgment that an action against the County or an indemnified party for the matter indemnified hereunder is fully and finally barred by the applicable statute of limitations. 14.AGREEMENT ADMINISTRATION. This Agreement shall be administered on behalf of the County by the __________________________________________. 15.CONFLICT OF INTEREST. Contractor represents that it presently has no interest and shall acquire no interest, either direct or indirect, which would conflict in any manner with the performance of services required hereunder. Contractor further represents that no persons having any such interest shall be employed to perform those services. 16.COMPONENT PARTS OF THIS AGREEMENT. This Agreement consists of the following component parts, all of which are as fully a part of the Agreement as if herein set out verbatim: Contractor's Proposal, Insurance Certificate(s), Exhibit A Scope of Services, Exhibit B Fee Schedule, RFP/ ITB/ Other_____________________________________( ______ ) #____________, including Exhibits, Attachments and Addenda/Addendum, subsequent quotes, and Other Exhibit/Attachment: _____________________________________. 17.APPLICABILITY. Sections corresponding to any checked box ( ) will expressly apply to the terms of this Agreement. 18.SUBJECT TO APPROPRIATION. It is further understood and agreed by and between the parties herein that this Agreement is subject to appropriation by the Board of County Commissioners. 7.G.c Packet Pg. 172 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) Page 8 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 19. PROHIBITION OF GIFTS TO COUNTY EMPLOYEES. No organization or individual shall offer or give, either directly or indirectly, any favor, gift, loan, fee, service or other item of value to any County employee, as set forth in Chapter 112, Part III, Florida Statutes, Collier County Ethics Ordinance No. 2004-05, as amended, and County Administrative Procedure 5311. Violation of this provision may result in one or more of the following consequences: a. Prohibition by the individual, firm, and/or any employee of the firm from contact with County staff for a specified period of time; b. Prohibition by the individual and/or firm from doing business with the County for a specified period of time, including but not limited to: submitting bids, RFP, and/or quotes; and, c. immediate termination of any Agreement held by the individual and/or firm for cause. 20. COMPLIANCE WITH LAWS. By executing and entering into this Agreement, the Contractor is formally acknowledging without exception or stipulation that it agrees to comply, at its own expense, with all federal, state and local laws, codes, statutes, ordinances, rules, regulations and requirements applicable to this Agreement, including but not limited to those dealing with the Immigration Reform and Control Act of 1986 as located at 8 U.S.C. 1324, et seq. and regulations relating thereto, as either may be amended; taxation, workers’ compensation, equal employment and safety including, but not limited to, the Trench Safety Act, Chapter 553, Florida Statutes, and the Florida Public Records Law Chapter 119, if applicable, including specifically those contractual requirements at F.S. § 119.0701(2)(a)-(b) as stated as follows: IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: Communication and Customer Relations Division 3299 Tamiami Trail East, Suite 102 Naples, FL 34112-5746 Telephone: (239) 252-8999 Email: PublicRecordRequest@colliercountyfl.gov The Contractor must specifically comply with the Florida Public Records Law to: 1. Keep and maintain public records required by the public agency to perform the service. 2. Upon request from the public agency’s custodian of public records, provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law. 7.G.c Packet Pg. 173 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) Page 9 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 3. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the Contractor does not transfer the records to the public agency. 4. Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of the Contractor or keep and maintain public records required by the public agency to perform the service. If the Contractor transfers all public records to the public agency upon completion of the contract, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Contractor keeps and maintains public records upon completion of the contract, the Contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the public agency, upon request from the public agency’s custodian of public records, in a format that is compatible with the information technology systems of the public agency. If Contractor observes that the Contract Documents are at variance therewith, it shall promptly notify the County in writing. Failure by the Contractor to comply with the laws referenced herein shall constitute a breach of this Agreement and the County shall have the discretion to unilaterally terminate this Agreement immediately. 21. OFFER EXTENDED TO OTHER GOVERNMENTAL ENTITIES. Collier County encourages and agrees to the successful Contractor extending the pricing, terms and conditions of this solicitation or resultant Agreement to other governmental entities at the discretion of the successful Contractor. 22. AGREEMENT TERMS. If any portion of this Agreement is held to be void, invalid, or otherwise unenforceable, in whole or in part, the remaining portion of this Agreement shall remain in effect. 23. ADDITIONAL ITEMS/SERVICES. Additional items and/or services may be added to this Agreement in compliance with the Procurement Ordinance, as amended, and Procurement Procedures. 24. DISPUTE RESOLUTION. Prior to the initiation of any action or proceeding permitted by this Agreement to resolve disputes between the parties, the parties shall make a good faith effort to resolve any such disputes by negotiation. The negotiation shall be attended by representatives of Contractor with full decision-making authority and by County’s staff person who would make the presentation of any settlement reached during negotiations to County for approval. Failing resolution, and prior to the commencement of depositions in any litigation between the parties arising out of this Agreement, the parties shall attempt to resolve the dispute through Mediation before an agreed-upon Circuit Court Mediator certified by the State of Florida. The mediation shall be attended by representatives of Contractor with full decision-making authority and by County’s staff person who would make the presentation of any settlement 7.G.c Packet Pg. 174 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) Page 10 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 reached at mediation to County’s board for approval. Should either party fail to submit to mediation as required hereunder, the other party may obtain a court order requiring mediation under section 44.102, Fla. Stat. 25. VENUE. Any suit or action brought by either party to this Agreement against the other party relating to or arising out of this Agreement must be brought in the appropriate federal or state courts in Collier County, Florida, which courts have sole and exclusive jurisdiction on all such matters. 26. KEY PERSONNEL. The Contractor’s personnel and management to be utilized for this project shall be knowledgeable in their areas of expertise. The County reserves the right to perform investigations as may be deemed necessary to ensure that competent persons will be utilized in the performance of the Agreement. The Contractor shall assign as many people as necessary to complete the services on a timely basis, and each person assigned shall be available for an amount of time adequate to meet the required service dates. The Contractor shall not change Key Personnel unless the following conditions are met: (1) Proposed replacements have substantially the same or better qualifications and/or experience. (2) that the County is notified in writing as far in advance as possible. The Contractor shall make commercially reasonable efforts to notify Collier County within seven (7) days of the change. The County retains final approval of proposed replacement personnel. AGREEMENT STAFFING. The Contractor’s personnel and management to be utilized for this Agreement shall be knowledgeable in their areas of expertise. The County reserves the right to perform investigations as may be deemed necessary to ensure that competent persons will be utilized in the performance of the Agreement. The Contractor shall assign as many people as necessary to complete required services on a timely basis, and each person assigned shall be available for an amount of time adequate to meet required services. 27. ORDER OF PRECEDENCE. In the event of any conflict between or among the terms of any of the Contract Documents, the terms of solicitation the Contractor’s Proposal, and/or the County’s Board approved Executive Summary, the Contract Documents shall take precedence. ORDER OF PRECEDENCE (Grant Funded). In the event of any conflict between or among the terms of any of the Contract Documents and/or the County’s Board approved Executive Summary, the terms of the Agreement shall take precedence over the terms of all other Contract Documents, except the terms of any Supplemental Conditions shall take precedence over the Agreement. 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 Agreement, the conflict shall be resolved by imposing the more strict or costly obligation under the Contract Documents upon the Contractor at County’s discretion. 28. ASSIGNMENT. Contractor shall not assign this Agreement or any part thereof, without the prior consent in writing of the County. Any attempt to assign or otherwise transfer this Agreement, or any part herein, without the County's consent, shall be void. If Contractor does, with approval, assign this Agreement or any part thereof, it shall 7.G.c Packet Pg. 175 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) Page 11 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 require that its assignee be bound to it and to assume toward Contractor all of the obligations and responsibilities that Contractor has assumed toward the County. 29. SECURITY. The Contractor is required to comply with County Ordinance 2004-52, as amended. Background checks are valid for five (5) years and the Contractor shall be responsible for all associated costs. If required, Contractor shall be responsible for the costs of providing background checks by the Collier County Facilities Management Division for all employees that shall provide services to the County under this Agreement. This may include, but not be limited to, checking federal, state and local law enforcement records, including a state and FBI fingerprint check, credit reports, education, residence and employment verifications and other related records. Contractor shall be required to maintain records on each employee and make them available to the County for at least four (4) years. All of Contractor’s employees and subcontractors must wear Collier County Government Identification badges at all times while performing services on County facilities and properties. Contractor ID badges are valid for one (1) year from the date of issuance and can be renewed each year at no cost to the Contractor during the time period in which their background check is valid, as discussed below. All technicians shall have on their shirts the name of the contractor’s business. The Contractor shall immediately notify the Collier County Facilities Management Division via e-mail (DL-FMOPS@colliergov.net) whenever an employee assigned to Collier County separates from their employment. This notification is critical to ensure the continued security of Collier County facilities and systems. Failure to notify within four (4) hours of separation may result in a deduction of $500 per incident. (Intentionally left blank -signature page to follow) 7.G.c Packet Pg. 176 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) Page 12 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 IN WITNESS WHEREOF, the parties hereto, by an authorized person or agent, have executed this Agreement on the date and year first written above. ATTEST: BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA Crystal K. Kinzel, Clerk of Courts & Comptroller By: _________________________ By: ________________________________ _______________________, Chair Dated: _____________________ (SEAL) Contractor’s Witnesses: Contractor _____________________________ Contractor’s First Witness _____________________________ ↑Type/print witness name↑ By:________________________________ Signature ___________________________________ ↑Type/print signature and title↑ _____________________________ Contractor’s Second Witness ______________________________ ↑Type/print witness name↑ Approved as to Form and Legality: _______________________________ _________County Attorney _______________________________ Print Name 7.G.c Packet Pg. 177 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) Page 13 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 Exhibit A Scope of Services following this page (containing _______ page/s) this exhibit is not applicable 7.G.c Packet Pg. 178 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) Page 1 of 2 Exhibit A – Scope of Services RFP # 21-7860 “Tourism Research Services EXHIBIT A SCOPE OF SERVICES 1. VISITOR PROFILE STUDY • Interviews at Southwest Florida International Airport (RSW) when possible • Interviews at sports and special events as assigned by Project Manager or designee • The following is requested monthly: o Interviews conducted on-line with past visitors or information inquirers o Face to face interviews in hotels and attractions o Monthly reports to CVB office outlining but not limited to the following: o Visitor demographics o Economic, psychographic and budgetary factors o Separate breakouts for business, meeting and leisure travelers o Separate detailed origin and demographic reports on international and domestic visitors o Tourism Industry employment statistics for Collier County o Airport arrivals in South Florida airport entry points • Quarterly reports for combined visitor and hotel analytics for distribution to County Commission • Monthly third-party reports for economic trends, competitive destination information and group meeting impact • Sampling of visitor comments from face to face and on-line interviews • Annual Calendar and Fiscal Year reports of visitor impacts in all the above categories • Timeline: Monthly reports will be delivered 10 days prior to the monthly TDC meeting, so TDC agendas can be prepared and distributed to TDC members. Downs & St. Germain Research will provide all figures available at the time of the required delivery date. If some date is missing by the deadline, the partial report should be provided, and the balance of the data delivered when received. (i.e. Smith Travel data). Quarterly and annuals reports will be delivered on a later timeline when all data is available. Deliverables: PowerPoint deck and presentation (zoom or in-person, if desired) 2. HOTEL OCCUPANCY & AVERAGE DAILY RATE (ADR) STUDY • Annual report with comparisons to previous year due no later than March 31 • Seasonal reports for high, low and shoulder times of year within 45 days of close of each quarter. The following is requested monthly: • Survey of hotels to determine occupancy, ADR, Rev Par, Room Demand, Number of Visitors, Visitor Spending, Visitor Economic Impact, Hotel Room Nights and three-month forecast of visitation • Report to County on results with comparisons to previous months and previous years • Timeline: Monthly reports will be delivered 10 days prior to the monthly TDC meeting, for distribution to the TDC members. Downs & St. Germain Research will provide all figures available at the time of the required delivery date. Quarterly and annuals reports will be delivered on a later timeline when all data is available. Deliverables: PowerPoint deck and presentation (zoom or in-person, if desired) 3. IMPACT OF TOURISM STUDY Annual Report on economic impact of tourism on Collier County with quarterly where available and annual totals for 7.G.c Packet Pg. 179 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) Page 2 of 2 Exhibit A – Scope of Services each measurement should include: • Measurement of sales, gas and tourist development tax revenue and impact • Tax savings to Collier County residents resulting from visitor spending • Employment impact of tourism (i.e. jobs supported, jobs created, wages earned) • Ranking of visitor activities that attracted tourists and what activities they enjoyed during their visit • Visitor spending at hotels, restaurants, shopping, attractions, sports and special events, gasoline • Return on investment of advertising dollars to visitor spending • Visitor origin by region and country for International visitors • Timeline: Monthly reports will be delivered 10 days prior to the monthly TDC meeting, to be included in monthly TDC meeting agendas. Downs & St. Germain Research will provide all figures available at the time of the required delivery date. Quarterly and annuals reports will be delivered on a later timeline when all data is available. Deliverables: PowerPoint deck and presentation (zoom or in-person, if desired) 4. INQUIRY CONVERSION STUDY • Annual report of random sampling of inquiries for information from toll free numbers, e-mail and web site, and direct inquiries to destination advertising • Percent of conversions with comparisons to other similar sized destinations • Return on investment for various advertising mediums including print, on- line and broadcast used in marketing the destination • Economic impact from those respondents who came to the destination as a result of our marketing efforts • Methods 1 & 2 from the proposal (In-Market Random Sampling and Analysis of Visitor Profile Data) will be used in the analysis. • Downs & St. Germain Research can also complete a ROI analysis for the total marketing effort of Collier County. When completing this portion of the analysis, Downs & St. Germain Research will need assistance from the Naples, Marco Island, Everglades CVB in connecting with partners who also spent advertising dollars to attract visitors. Deliverables: PowerPoint deck and presentation (zoom or in-person, if desired) 5. FOCUS GROUP RESEARCH These sessions should be placed in domestic and International feeder markets. Four focus groups per year are recommended with one being international. Qualitative research on an as needed basis to measure or test the following: • Testing of Advertising concepts • Testing of brand positioning and perceptions • Testing of consumer preferences, activities and perceptions of Collier County as a visitor destination • Testing of preferences and buying habits with group meeting planners • Testing of website and social media effectiveness, ease and methods of use • Executive summary and detailed tabulation of the results of each study • Timeline: The final report will be delivered 6-8 weeks after a focus group script is developed by Downs & St. Germain Research (provided timely feedback from Collier County staff). Deliverables: PowerPoint deck and presentation (zoom or in-person, if desired) 7.G.c Packet Pg. 180 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) Page 14 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 Exhibit B Fee Schedule following this page (pages ____ through ____ ) 7.G.c Packet Pg. 181 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) Page 1 of 1 Exhibit B- Fee Schedule RFP # 21-7860 “Tourism Research Services EXHIBIT B FEE SCHEDULE COST OF SERVICES Task Description Unit of Measure Quantity Price Total Price* 1 Visitor Profile Study Monthly 12 $5,000 $60,000 2 Hotel Occupancy & ADR Study Monthly 12 $500 $6,000 3 Impact of Tourism Study Monthly 12 $500 $6,000 4 Inquiry Conversion Study Monthly 12 $1,500 $18,000 5 Focus Group Research Each 3 $8,000 $24,000 Total Annual Fee $114,000 *To include out of pocket expenses such as travel for focus groups and special projects that would be in addition to the monthly service fee. “Out of pocket Expenses” include but are not limited to, travel expenses such as parking fees, reasonable commercial transportation, reasonable gratuities, hotels, taxes, shipping fees, tolls and shipping and postage costs. Office expenses in support of these services should be included in the monthly service fee. Should travel reimbursement be required for activities completed under Task 5, those activities will be estimated and approved by the County in advance. Travel expenses reimbursement will be in accordance with FS 125.0104 and Collier County Resolution 2006.40 Hourly Fee for special projects not included in the five (5) research tasks listed Task Description Unit of Measure Rate 1 Special Projects (Senior Staff) Hourly $150.00 2 Special Projects (Other Staff) Hourly $75.00 7.G.c Packet Pg. 182 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) Page 15 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 Other Exhibit/Attachment Description: ____________________________________________________________ following this page (pages ____ through ___ ) this exhibit is not applicable 7.G.c Packet Pg. 183 Attachment: 21-7860_Contract_Downs&St.GermainResearch,Inc. (16315 : RFP for Tourism Research Services) ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? INSR ADDL SUBR LTR INSD WVD PRODUCER CONTACT NAME: FAXPHONE (A/C, No):(A/C, No, Ext): E-MAIL ADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY)(MM/DD/YYYY) AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATION AND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE EACH OCCURRENCE $ DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person)$ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $ PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT OTHER:$ COMBINED SINGLE LIMIT $(Ea accident) ANY AUTO BODILY INJURY (Per person)$ OWNED SCHEDULED BODILY INJURY (Per accident)$AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $AUTOS ONLY AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION $ PER OTH- STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $ If yes, describe under E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC # COMMERCIAL GENERAL LIABILITY Y / N N / A (Mandatory in NH) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03) CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) $ $ $ $ $ The ACORD name and logo are registered marks of ACORD 6/20/2021 (850) 386-1111 (850) 385-9827 23760 Downs & St. Germain Research, Inc. 2992 Habersham Dr. Tallahassee, FL 32309 32700 10190 42376 20443 A 1,000,000 X BP02320031601 4/3/2021 4/3/2022 100,000 Included 1,000,000 2,000,000 2,000,000 1,000,000B X 5129450301 7/10/2021 7/10/2022 1,000,000C 5129450302 4/3/2021 4/3/2022 10,000 1,000,000 D AWC1166977 4/3/2021 4/3/2022 500,000 500,000 500,000 E Professional Liab 652304255 1/10/2021 Per Claim 2,000,000 E Professional Liab 652304255 1/10/2021 1/10/2023 Aggregate 2,000,000 Collier County Board of County Commissioners, OR Board of County Commissioners in Collier County, OR Coller County Government, OR Collier County included as an additional insured under the captioned Commercial General Liability and Automobile Liability Policies on a primary and non-contributory basis if required by a written contract Project 21-7860 Tourism Research Serviecs Collier County Board of County Commissioners 3295 Tamiami Trail E. Naples, FL 34112 DOWN&ST-01 TBEAUDOIN Hub International Florida 1117 Thomasville Road Tallahassee, FL 32303 Nationwide General Insurance Company Owners Insurance Company Southern-Owners Insurance Company Technology Insurance Company Continental Casualty Company Aggregate X 1/10/2023 X X X X X X X 7.G.d Packet Pg. 184 Attachment: 21-7860_DownsSt.GermainResearchInc._COI (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 185 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 186 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 187 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 188 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 189 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 190 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 191 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 192 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 193 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 194 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 195 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 196 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 197 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 198 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 199 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 200 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 201 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) 7.G.e Packet Pg. 202 Attachment: 21-7860_DownsSt.GermainResearchInc._vendorsigned (16315 : RFP for Tourism Research Services) Solicitation No. 21-7860 TOURISM RESEARCH SERVICES Prepared by Downs & St. Germain Research 800.564.3182 www.dsg-research.com 7.G.f Packet Pg. 203 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) TAB 1 Cover Letter By our signatures below, we, Joseph St. Germain, President of Downs & St. Germain Research, and Phillip Downs, Senior Partner of Downs & St. Germain Research, attest that this proposal meets all requirements outlined in RFP 21-7860. We further attest that Downs & St. Germain Research is fully qualified to perform all research services requested in the Scope of Work. Finally, we attest that we will provide all deliverables as detailed in the RFP and that we will present a Certificate of Insurance adhering to all specifications in the RFP if we are chosen to perform market research for the Collier County Tourist Development Council and the Naples, Marco Island, Everglades Convention & Visitors Bureau. We acknowledge and accept all of the GENERAL BID INSTRUCTIONS, and we acknowledge and accept all Collier County purchase order terms and conditions. Joseph St. Germain, Ph.D. President, Downs & St. Germain Research joseph@dsg-research.com office (850) 906 -3111 | cell (850) 321-1782 Phillip Downs, Ph.D. Senior Partner, Downs & St. Germain Research pd@dsg-research.com office (850) 906 -3111 | cell (850) 545-9255 2 7.G.f Packet Pg. 204 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Downs & St. Germain Research Philosophy. Our firm is positioned to excel in customer service, research methods, data quality, and strategic relevance of research. Customer service. We are literally available to our clients 24/7/365. Whatever the client needs –we work at night, on weekend, on holiday –whatever is necessary. We maintain continuous communication with our clients. Research methods. With four senior staff who have doctoral degrees, firms 10 times our size do not have the academic firepower that leads to our state-of-the-art research methodology and statistical analyses. Data quality. Our Senior Partner has published and presented professional and academic treatises on questionnaire construction. He combines academic rigor with the practicality gained form writing over 1,200 questionnaires for corporate, government and tourism clients. We have developed the most extensive tourism data collection team in Florida, and our proprietary Interviewer Training Manual helps ensure that our interviews are of the highest quality. Strategic relevance. Our Senior Partner taught marketing for 3 decades at the university level. Knowing how research results can influence marketing strategy leads to better questionnaires and focus group scripts. We also are expert at developing marketing strategy for our clients based on research results. We function as strategic partners to our clients and help them with: 1.Assistance in selecting the most promising target markets 2.A valid ROI figure to show government officials 3.Evidence to fight commissioners from taking their marketing dollars 4.A research team that could help them guide their advertising agency in developing marketing and branding strategies 5.Assistance in developing the optimal strategic market research plan 6.A second opinion in deciding whether to hire an analytics firm 7.Objective advice on which firm provides the most valid vacation rental metrics 8.Help in strengthening relationships with industry partners 9.To understand the destination’s unique emotional positioning vis-a-vis competitive destinations MANAGEMENT SUMMARY 3 7.G.f Packet Pg. 205 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 10.An independent (of the advertising company) voice in discovering the best lifestyle segments to pursue and the best positioning strategy for appealing to them 11.A research firm that can be an independent voice in assisting the destination and its advertising agency in developing or modifying brand strategy 12.An expert to stand up to state legislators who threaten Visit Florida’s funding Beyond the forgoing, we are Thought Leaders in Tourism Market Research in Florida. We have worked with Destinations Florida to raise the bar on tourism market research in Florida. We have given several presentations at Destinations Florida on topics such as: 1.Valid data collection processes for tracking visitors, 2.Suitable measures of ROI, 3.Best method for measuring the number of day trippers, 4.Valid method for determining local taxes paid by visitors and residents, 5.How to calculate the cost to local governments of servicing visitors, 6.Calculating the number of jobs created by visitors, and 7.Appropriate research for birthing new brands or revising existing ones We also give back to the industry. We conducted the 2019 TDT Use Report, a pro bono study for Destinations Florida, that identified specific benefits the citizens of Florida received from how destinations used their Tourist Development Taxes. We conducted another pro bono study for Destinations Florida that examined the economic impact and quality of life that tourism provides to individual counties in Florida. We also conducted a series of pro bono surveys for Destinations Florida to document the economic damage done by COVID-19 to the tourism industry, in general, and to specific counties. Finally, we have unparalleled experience and expertise researching visitors to Florida. We have worked in Florida tourism since 1991. In the past 10 years, we have worked with more DMOs in Florida and conducted more and widely varied studies in Florida than any other firm. 4 7.G.f Packet Pg. 206 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) TAB 2 Certified Women and/or Minority Business Enterprise ________________________________________________________________________________________ Downs & St. Germain Research is dedicated to working cooperatively with minority and women-owned business enterprises in all of our research. Since 2019, we have worked closely with Lori Lane Personnel Services, Inc., a certified women-owned business enterprise located in Fort Myers, to assist us with hiring and training field interviewers for tourism research in Lee County and the greater Tampa Bay area. Downs & St. Germain Research also takes immense pride in the fact that half of our full- time management team are women, including our Research Economist, Director of Research, Senior Project Director, and one of our Project Directors. In addition, two-thirds of our field interviewing team are women. ___________________________________________________________________________________________ 5 7.G.f Packet Pg. 207 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 ______________________________________________________________________________ Name:Lori Lane Personnel Services, Inc. Business Designation:Corporation Contact:Lori Lane Address:2049 Mcgregor Blvd, Fort Myers, FL 33901 County: Lee Phone:(239) 489-1588 Email:llane@lorilanepersonnel.com Designations:Women Owned, December 28 2020 –December 28 2022 ______________________________________________________________________________ 6 7.G.f Packet Pg. 208 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) TAB 3 Business Plan ________________________________________________________________________________________ Throughout this section, we will detail:⟶How we will approach each task in the Scope of Services⟶Timeline for deliverables⟶Creative ideas for interviewing, reporting, and data collection⟶How we ensure reliability and validity of data⟶Examples of our work product ________________________________________________________________________________________ 7 7.G.f Packet Pg. 209 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 VISITOR PROFILE STUDY The purpose of the Visitor Profile Study is to document visitor metrics including:⟶Demographics of visitors⟶Economics⟶Types of visitors, e.g., business vs. meetings vs. leisure⟶Origin & demographics of international vs. domestic visitors⟶Tourism employment statistics⟶Airport arrivals and departures⟶Visitors’ comments about vacation experiences in Collier County⟶Reports •Annual Calendar and Fiscal Year reports summarizing all of the above, plus the economic impact of visitors to Collier County. •Quarterly reports for visitors and hotel metrics to be distributed to the County Commission. •Monthly 3rd party reports on economic trends, competitive destination data, and group meeting impact. Downs & St. Germain Research will provide all of the above from the Visitor Profile Study, PLUS we will provide the following strategic information for no additional cost.⟶Analyses of millennials vs. GenXers vs. Boomers; 1st time vs. loyal visitors; day trippers vs. VFRs vs. visitors in paid accommodations; long-term visitors⟶Using Visitor Profile data, US Census data, and market media data, we will provide an analysis of which markets represent the best targets for the Naples, Marco Island, Everglades CVB’s marketing dollars.⟶Analysis of revenue that Collier County government derives from visitors; analysis of the cost to Collier County government 8 7.G.f Packet Pg. 210 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Preface: Most destination clients do not know what goes on behind the curtain of research. For that reason, we offer very detailed information on how we conduct studies and why. There are two types of error in Visitor Profile (and most other types of) studies:⟶Sampling error⟶Non-Sampling error Sampling error is all most clients hear about. It is error incurred from not interviewing all of the people in a given population. For example, the sampling error when interviewing 2,400 visitors out of 5 million is ±2% points given a 95% confidence level. Non-sampling error is not easily quantified and can be much greater and more damaging to the validity of results than sampling error. It includes:⟶Poor sampling plan –not setting up an interviewing schedule to include all appropriate interviewing sites, therefore not getting a representative set of visitors⟶Operationalizing the sampling plan –not stationing interviewers at all appropriate locations at appropriate days, and times of day to intercept a representative set of visitors⟶Poorly written questionnaire –this includes improper order that can bias responses, questions that are not clearly understood by all visitors, response scales that do not capture what visitors intend to say, questions that do not capture the construct that you intend to measure.⟶Interviewing errors –this includes hiring interviewers who do not talk clearly, have poor attitudes, do not read the questionnaire properly, offer their own interpretations of questions when asked by visitors, record answers incorrectly, choose people to interview who look like them, interviewers who go to another interviewing site rather than the one that was assigned, and interviewers who fabricate interviews. OUR APPROACH 9 7.G.f Packet Pg. 211 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Non-sampling errors described above can cripple the validity of a study and the client will not even know it happened. Given the importance of minimizing non- sampling errors, we will take considerable time to explain our processes for dealing with these issues. Critical issues to ensure valid data for visitor profile studies include the following:⟶Sampling Plan⟶Interviewer hiring⟶Interviewer training⟶Interviewer supervision In Visitor Profile Studies, we recommend a multistage, stratified, random sampling plan that captures all types of visitors (stay in paid accommodations, those visiting friends & relatives [VFRs], and day trippers [who do not spend the night]. In operationalizing our sampling approach, we will stratify Collier County by:⟶Geography (e.g., 5th Avenue shopping/entertainment area, 3rd Street shopping/entertainment area, Everglades City, Delnor-Wiggins Pass State Park, Clam Pass Beach Park, Barefoot Beach Preserve County Park, etc.)⟶Beach areas (e.g., Vanderbilt Beach, Marco Island beach, Tigertail Beach Park, South Beach, Naples Municipal Beach, Naples Pier, etc.)⟶Property type (e.g., Hotels, motels, vacation rental companies, campgrounds, etc.)⟶Attractions (e.g., Naples Zoo at Caribbean Gardens, Museum of the Everglades, Naples Botanical Gardens, The REVS Institute, Marco Island Historical Society, Sun-N-Fun Lagoon, etc.)⟶Events (e.g., Minto US OPEN Pickleball Championships, Cars on Fifth, seafood festivals, art festivals, etc.)⟶Southwest Florida International Airport –we have permission to interview within the airport and have been doing so for the past 2 years 10 7.G.f Packet Pg. 212 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 From this stratified, random sampling approach, we will not only have a valid and representative set of visitors to Collier County in our sample, but we will also know the percentage of visitors who are day trippers, who stay with friends and relatives, and who stay in paid accommodations. Having an accurate estimate of the percentages of day trippers, VFRs and visitors staying in paid accommodations is essential in determining the total number of visitors to Collier County. This sampling approach also enables us to determine the number of business travelers to Collier County; the number of visitors who come for nature, the arts, sports, etc.; the number who travel to different geographic areas of the county; and many other detailed breakdowns of visitor tracking data that may be of interest to the Naples, Marco Island, Everglades Convention & Visitors Bureau and Collier County Tourist Development Council. Imagine, for a moment, that you are given a very large jar of 1,000,000 red, white, and blue marbles, and tasked with the challenge of estimating how many of each color there are. By taking a small sample of 100 marbles from the jar and counting how many there are of each color, you may use these counts as an estimate for the total number of red, white, and blue marbles. This strategy is exactly what we do in our Visitor Profile studies, except that our red, white, and blue marbles are:⟶Visitors who stay in paid accommodations⟶Visitors who stay with friends and relatives⟶Day trippers With our stratified, random sampling process for interviewing visitors, we have a representative and valid set of visitors from whom we get all the information needs requested by the Naples, Marco Island, Everglades CVB. No other tourism research firm has the methodological knowledge, survey research experience, interviewing bandwidth, managerial oversight, and analytical expertise required to conduct Visitor Profile studies the way that Downs & St. Germain Research does. Our process is difficult, painstaking, requires constant oversight, and is the equivalent of running a business in Collier County, for that is exactly what we will do. We will hire and train interviews across the county to use iPads to conduct interviews. 11 7.G.f Packet Pg. 213 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Firms that have tried to replicate our methodology fall short because it takes dedicated staff to screen and hire interviewers, train them on proper interviewing techniques, supervise them, and motivate them to always do stellar interviewing. We have perfected our approach throughout Florida where we have 50 interviewers working constantly to provide visitor data across the state, plus we use the same process in Maine where we have interviewers in all eight regions of the state. We will utilize this same approach in Collier County. We will have a data collection supervisor located at our satellite office in Bonita Springs, just 25 minutes from the Naples, Marco Island, Everglades CVB and no more than 30 minutes from all of the interviewing locations throughout Collier County. Our approach is based on interviewing all types of visitors to Collier County throughout the year using a stratified, random sampling process that ensures that we collect data from a representative set of visitors throughout the year. As shown below, we use experienced interviewers to collect information from visitors at scientifically determined locations including events; attractions; public places such as beaches and shopping areas, and business facilities; hotels; and vacation rentals. We set quotas for interviewing based on time of day, day of week, season, etc. to ensure that we are collecting data from a representative set of visitors. Then we “mystery shop” our onsite interviewers to ensure that data are valid and that sampling quotas by day, time of day and type of visitor are being met. 12 7.G.f Packet Pg. 214 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 A map of Collier County with potential interviewing sites is shown below: Potential interviewing locations that we have identified and are shown in the map above include: Barefoot Beach Preserve County Park Clam Pass Beach Park South Marco Island Beach Access Lowdermilk Park on Naples Beach Naples Municipal Beach & Fishing Pier Port of the Islands Marina Port-O-Call Marina Naples Botanical Garden Everglades Wonder Garden Corkscrew Swamp Sanctuary Naples Zoo at Caribbean Gardens Wooten’s Animal Sanctuary Sun-n-Fun Lagoon Seminole Casino Hotel LaPlaya Beach & Golf Resort Best Western Naples Plaza Hotel Staybridge Suites Naples –Marco Island Holiday Inn Express Naples South –I-75 Mercato Shops Miromar Outlets Paradise Coast Sports Complex Florida Panther Wildlife Refuge 13 7.G.f Packet Pg. 215 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 We will discuss interviewing sites with the Naples, Marco Island, Everglades CVB, a priori, to ensure that we have the optimal sampling plan. We can ensure the Naples, Marco Island, Everglades CVB that we will interview the right percentage of all key types of visitors including: 1.those who stay in paid accommodations (hotels, motels, B&Bs, vacation rental properties, state parks, etc.), 2.those visiting friends and relatives, and 3.day trippers. No other firm operationalizes this approach as effectively as we do. In fact, we have had firms that use national samples and omnibus surveys contact us to inquire about Downs & St. Germain Research conducting on-the-ground, intercept surveys for them. No other methodology for measuring visitors can have the scientific accuracy of Downs & St. Germain Research’s approach of interviewing visitors on the ground while they are in Collier County. We typically collect 2,500 to 3,000 interviews with visitors during a Visitor Profile Study. We collect data in every month and in every week of the year. This schedule enables us to track every type of visitor, resulting in a representative and valid sample of visitors. We will guarantee 2,500 completed interviews a year or over 200 per month – twice the number currently being collected. This will ensure that the sampling error and thus the validity of Collier County’s data will be superior to what is currently being collected. We may exceed 200 interviews in some months when visitation is high (January to May), and we guarantee 100 in slower months such as September to November. The sampling error for a sample size of 2,500 is ±1.96% points given a 95% confidence level. That is, we are very certain (95%) that the results in our Visitor Profile Study for Collier County will be within 1.96% points of the “true” value on an annual basis. On a monthly basis, the sampling error will be ±6.9% points. More critical than the sample size is the sampling plan described earlier and the quality of the interviewing process explained on the following page. 14 7.G.f Packet Pg. 216 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 As professors who have taught survey research, our senior staff understand that the validity of any study can be undermined by poor interviewing. Hiring Interviewers We will send our team to Collier County to canvass the area for qualified interviewers. In hiring interviewers, we look for individuals who have experience in detail-oriented work. We also look for interviewers who enunciate clearly. We screen out interviewers who cannot communicate effectively to a wide range of visitors including European, South American, and Asian visitors. It is important that interviewers not have mannerisms that attract attention to themselves. Attention must be on the questionnaire. Training Interviewers We will send our team to Collier County to train qualified interviewers. We will train them in the art of being a good interviewer. Good interviewers are like friendly robots. They are supposed to read the questionnaire exactly as written without exception. They are given specific follow up language they are allowed to say if visitors do not understand a question. Good interviewers do NOT ad lib, nor do they do not provide their own explanations for questions. Interviewers will be trained using a manual developed by our Senior Partner, Phillip Downs, Ph. D., when he taught survey research at Florida State University. The manual is very detailed and covers issues such as:⟶How to randomly select people to interview⟶How to select one person from a group of 2 or more⟶How to handle objections, mild arguments, and refusals⟶How to handle difficult individuals in the field INTERVIEW VALIDITY 15 7.G.f Packet Pg. 217 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Minimizing Non-Sampling Error Data collected in a Visitor Profile Study (or any other study) is the most important ingredient. If the data collection is not top-of-the-line, the end product is not either; yet, when the data collection is top-of-the-line, the end result is fantastic. With Downs & St. Germain Research, the ingredients (data) for the Naples, Marco Island, Everglades CVB’s reports will be the highest level of quality. Our data collection for Visitor Profile studies is state-of-the-art. No other firm matches our experience and expertise in interviewing visitors to Florida. The Naples, Marco Island, Everglades CVB’s final reports will be valid; no one will be able to question your visitor metrics. Questionnaire Development Questionnaire design is part science, part art. A few examples will illustrate the subtleties of questionnaire construction: 1.Do you favor extending the extra penny sales tax? 2.Do you favor or oppose extending the extra penny sales tax? 3.Do you favor or oppose extending the extra penny sales tax, which will cost a typical household of three $250 per year? 4.Extending the extra penny sales tax from the year 2020 to 2034 will cost the typical household of three $250 per year, or $3,750. The money will be used to build and widen roads and to save and improve lakes. Do you favor or oppose extending the extra penny sales tax? The first question is unbalanced, i.e., it mentions “favor” but not “oppose.” Answers to the second question will differ from answers to the first because of the formal balance achieved by adding “oppose”. The third question adds a sense of reality (cost) to the issue. The fourth question presents benefits and costs as well as formal balance. All of these questions are designed to measure the same construct, yet each question will produce a different response from a sample of 1,000 people. 16 7.G.f Packet Pg. 218 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Another simple example of questionnaire issues: “How many people are in your family?” Straightforward and unambiguous, or is it? Did you include your brother who is married with two children and living in Miami? What about your mother who lives across town? How about your aunts and uncles and grandparents, etc.? A less ambiguous version of this question is, “How many people presently live in your household year-round?” Here’s one more example of how seemingly innocent questions can produce different results. The following two questions were used in a national study:⟶Considering all things, how happy are you? (general happiness)⟶Considering all things, how happy are you with your marriage? (marital happiness) The questions were presented in this order to half of the sample, and in the reverse order to the other half of the sample. Respondents who received the general happiness question first were happier than respondents who received the marital happiness question first. Thus, order of questions can impact how we respond. People who received the marital happiness question first began thinking about problems in their marriages. Their thoughts carried over to when they answered the general happiness question! Response Scales in Questionnaires Still not convinced that it pays to hire an expert to write your questionnaire? Consider these response scale issues. Should there be an even or odd number of scale points? Which one of the following is correct? Strongly agree Agree Disagree Strongly disagree Strongly agree Agree Neither agree not disagree Disagree Strongly disagree 17 7.G.f Packet Pg. 219 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 The answer is “it depends.” The scale on the left should be used if the topic is relevant and salient to respondents. The scale on the right should be used if respondents lack knowledge and salience about the topic. We did not address the issues of “Don’t know” and “No opinion” in the preceding discussion. It is generally more valid to include “Don’t know.” Including “No opinion” is appropriate if we expect that the topic is of low salience. We often see numbered response scales. Are they appropriate? How many scale points should we use? A good response scale possesses three characteristics:⟶The polar (on the ends) response options should be equally distant, semantically speaking, from the middle point.⟶The polar response options should be as far (semantically) from the middle point as possible.⟶There should be equal semantic space between successive pairs of response options. Adjectives for response options are more valid than numbered response options if they meet the preceding criteria. However, constructing a valid response scale with adjectives is not easy. For example, the following response scale is often used in research: Excellent Good Fair Poor This is not an “excellent” scale because the positive polar response scale (excellent) is further, semantically, from the midpoint than the negative polar response scale (poor). How do we know this? It has been proven in academic research designed to test such “academic” issues! Another problem with this popular scale is that the semantic distance between “excellent” and “good” is further than the semantic distance between “good” and “fair.” 18 7.G.f Packet Pg. 220 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Again, this has been proven in academic research. A better response scale using adjectives is: Excellent Very good Good Fair Poor The only limitation of this scale is that the polar negative response point is not as far (semantically) from the midpoint as the positive polar response scale point. Back to numbers when developing response scales. Since it is so hard to develop a valid response scale using adjectives, why not just use numbers, such as 1 to 5? Most researchers use these types of scales without questioning them. However, it has been proven (those academicians again) that a numbered scale is not as reliable as an adjective scale. Oh, and one more thing. Using 1, 2, 3, 4, 5 as a response scale produces different results than using -2, -1, 0, 1, 2. Do you know why? It is because most individuals shy away from negative numbers when rating objects. Hence the -2 to +2 scale will produce higher overall ratings than the 1 to 5 scale. This is referred to as scale bias. We definitely do not want scale bias in your study. The Naples, Marco Island, Everglades CVB’s questionnaires will be written by Drs. Downs and St. Germain who have written over 1,000 questionnaires, published a dozen articles on how to construct questionnaires, and taught questionnaire construction to over 25,000 college students and 5,000 executives. Get valid results –have nationally recognized experts write your questionnaire. 19 7.G.f Packet Pg. 221 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Timeline for Visitor Tracking Study The following graphic summarizes our timeline and deliverables for the Visitor Profile Study. Following that, we give a detailed breakdown of our timeline and deliverables. Though the above timeline assumes that the beginning of data collection will begin on July 1st, Downs & St. Germain Research can make adjustments to match the timeline desired by the Naples, Marco Island, Everglades CVB. 20 7.G.f Packet Pg. 222 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Creative Ideas for Data Collection & Reporting In the previous section we indicated our stratified, random sampling plan that increases data collection points from a few locations and events to a much broader, county-wide data collection that is built on scientific principles of statistics. Picture interviewers located at 6 locations throughout the county. They would be able to interview certain types of visitors. Now picture interviewers located at 30 locations throughout the county. They would be able to intercept all types of visitors throughout the year. The net result is more valid visitor data. Now envision a sample that is twice as large as previously collected. The sampling error is reduced drastically, i.e., the validity of visitor data is increased dramatically. In addition to our on-site interviews with interviewers using iPads, we will also encourage Collier County to allow us to use internet enhanced approaches such as using Lucid1, Google Surveys2, Facebook, and other social media platforms. These platforms enable us to reach targeted visitors and potential visitors to Collier County. These platforms also enable us to increase the sample size for Visitor Profile Studies and thus, increase the validity of results. 1 Lucid is a research technology (ResTech) platform that delivers programmatic access to first-party survey data. This data can be used to build business strategies, measure the impact of digital advertising, publish research, and more. With available respondents in more than 100 countries, Lucid makes it possible for anyone, in any industry, to survey online audiences to get the answers they need. Lucid’s programmatic technology directly connects researchers with online communities of survey participants. In our Marketplace, projects are awarded via a reverse-auction bidding process. That means buyers (researchers) send survey opportunities, and suppliers match their respondents with these surveys. 2 Google Surveys have been tested by academicians and found to approximate random samples. Google Surveys offers two panels of respondents:⟶Internet users reading content on a network of web-publisher sites using Google Opinion Rewards for Publishers⟶Smartphone users who have downloaded and signed up to use an Android app called Google Opinion Rewards 21 7.G.f Packet Pg. 223 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Data Accuracy In an effort not to be redundant with material already covered, we will summarize what ensures validity and reliability of visitor data:⟶Larger sample size –lower sampling error –higher validity⟶Stratified random sampling plan with at least 30 interview locations throughout the county⟶Mystery shop on our interviewers to ensure they are following instructions⟶Use our in-house interviewer training manual to train each interviewer on proper interview techniques⟶Role playing to prepare interviewers for live interviews⟶Interviewer supervisor located in Bonita Springs so she/he can keep close surveillance on interviews⟶We know if interviewers are where they are supposed to be when they are supposed to be by monitoring their iPad geolocation⟶Analyze data patterns across surveys to see if any interviewer had unusual activity⟶Examine the time it takes to complete each interview to check for unusual interviewer activity Reports Our goals in preparing reports are to: 1.Tailor report style and content to each client’s needs 2.Organize reports so casual readers (CVB board, county commission, etc.) can glean critical facts without digging through tons of numbers, and so more engaged readers (CVB staff, executive director) can get all the detail needed to make strategic decisions. 22 7.G.f Packet Pg. 224 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 When we present results to CVB boards or commissioners, we focus on the Executive Summary, which is heavily laced with graphs and photos. We typically cover an entire Economic Impact report or Visitor Profile report in ten minutes or less when speaking to CVB boards or commissioners. We organize our reports to follow the visitor’s journey from pre-visit planning to economic impact of visit. The following graphic is an example of the organization of our reports: If agreeable to the Naples, Marco Island, Everglades CVB, we recommend a two- part report. The Executive Summary is punctuated heavily with graphs and photos and it provides an overview of all critical findings. The Executive Summary is typically 25 to 30 slides that can be presented in less than 10 minutes to the CVB board or county commission. The Detailed Findings section presents all the details. It typically is 80 to 100 slides. In addition, we provide unlimited crosstabulations of data and we are available to present results to staff, the CVB, county commissioners, media, the public, etc. We also provide a complete listing of all verbatim comments from visitors. Examples of typical graphs from the Executive Summary and Detailed Results sections of our reports are shown on the following pages. 23 7.G.f Packet Pg. 225 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Examples of Executive Summary Slides 24 7.G.f Packet Pg. 226 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Examples of Detailed Findings Slides 25 7.G.f Packet Pg. 227 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Examples of Verbatim Slides 26 7.G.f Packet Pg. 228 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Examples of Annual Comparison Slides Calendar Year 2019 Pre-Visit 125 Transporta�on 2018 2019 Fly 75%66% Drive a personal vehicle 21%29% Drive a rental vehicle 3%3% Drive a RV 1%1% Travel by bus 0%1% Other 1%1% Airport Used 2018 2019 XXXXXXX Interna�onal 80%72% YYYYYYY Regional 8%10% ZZZZZZZ Interna�onal 3%5% BBBBBB interna�onal 2%4% AAAAAAInterna�onal 3%4% CCCCCC Interna�onal 3%4% Other 2%2% Pre-Visit Calendar Year 2019 Post -Trip Evalua�on 134 Sa�sfac�on with Visit 2018 2019 Very sa�sfied 54%68% Sa�sfied 39%28% Neither 2%2% Dissa�sfied/Very dissa�sfied 1%1% Don’t know 4%1% Sa�sfac�on with Customer Service 2018 2019 Very sa�sfied 42%61% Sa�sfied 45%31% Neither 4%3% Dissa�sfied/Very dissa�sfied <1%1% Don’t know 9%4% Post-Trip Evalua�on 27 7.G.f Packet Pg. 229 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 We will provide a separate report, for no additional charge, that details differences in your visitors across generations. Below are a few slides from a report for another client. LAGNIAPPE –VISITOR PROFILE 28 7.G.f Packet Pg. 230 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Lagniappe –Visitor Profile Study 1st time visitors vs. loyal visitors As in the slides shown above, we point out differences in spending, reasons for coming, activities enjoyed, types of accommodations, awareness of CVB advertising, etc., between 1st time visitors and loyal visitors -all for no additional charge. Lagniappe –Visitor Profile Study Day trippers vs. VFRs vs. Visitors staying in paid accommodations We provide the same detailed report as shown above for differences across these types of visitors. Lagniappe –Visitor Profile Study Target Market Identification Using Visitor Profile data, US Census data, and market media data, we will provide an analysis of which markets represent the best targets for the Naples, Marco Island, Everglades CVB’s marketing dollars. Using our unique “Penetration/Potential Analysis” of Visitor Profile results coupled with census data and media market pricing, we can show your marketing team which markets to focus advertising spending. Lagniappe –Visitor Profile Study Net Value of Tourism to Collier County Government The Visitor Profile Study focuses on the economic impact of visitors to the Collier County economy. We can also use results from the Visitor Profile Study along with Collier County Government Budget data to determine the revenue flowing to County government from visitors; the cost to Collier County government of servicing visitors; and the net monetary value of visitors to Collier County government. 29 7.G.f Packet Pg. 231 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 We could mention our experience in conducting these studies in over 30 destinations throughout Florida and Maine; we could mention our 4 Ph.D.s who will guarantee that nothing is left to chance; we could mention our 4 project directors who have completed over 300 Visitor Profile studies; we could mention our easy-to-read, colorful reports; and we could mention that we provide additional analyses, consultations, presentations, etc., without charging a penny more. But what we would like the selection committee to consider is the value added we offer through the following elements that have been discussed in the preceding sections of the proposal. WHY US? We will provide analyses for: 1. first time visitors vs. loyalists 2. generations 3. daytrippers vs. "normal" visitors vs. long-term visitors More validity through larger sample size (2,500) More validity by collecting data at 30 locations around Collier County (stratified random sampling) We wil calculate the ROI for the CVB's total marketing effort We will show the net financial benefit of visitors to Collier County government We will identify the best target markets for the CVB's advertising More validity with an interviewer supervisor located in Bonita Springs 30 7.G.f Packet Pg. 232 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 HOTEL OCCUPANCY & AVERAGE DAILY RATE (ADR) STUDY We have conducted over 200 period (monthly or quarterly) Hotel Occupancy/ ADR studies for destinations in Florida. Research Plan Our methodology begins with contacting each property (hotels, motels, campgrounds, RV parks, vacation rental agencies) to identify which person within the organization has this information. Then each month, we contact this person via email and telephone to ensure they compete the questionnaire. Nothing increases response rates in these types of studies like repeated contacts. Of course, we are sensitive to burdening property managers and owners, but we do repeated contacts until we either get the information or know the property is just not going to participate that month. Timeline We will deliver this information by the end of the following month. Creative Ideas A critical variable in conducting Occupancy/ADR studies is determining the appropriate inventory each month. Some properties take units off the market during slow seasons. Our questionnaire for this study enables us to determine inventory. Knowing the number of units available to visitors each month also enables us to calculate a valid estimate of visitors staying in paid accommodations through the following formula: A sample of one of our typical Hotel Occupancy & Average Daily Rate questionnaires for April –June 2021 is shown on the following pages. 𝑷𝑷𝑷𝑷𝑷𝑷𝑷𝑷𝑽𝑽𝑷𝑷𝑽𝑽𝑷𝑷𝑽𝑽𝑽𝑽𝑽𝑽𝑽𝑽=𝑰𝑰𝑰𝑰𝑰𝑰𝑰𝑰𝑰𝑰𝑽𝑽𝑽𝑽𝑽𝑽𝑰𝑰∗𝑶𝑶𝑶𝑶𝑶𝑶𝑶𝑶𝑶𝑶𝑷𝑷𝑰𝑰𝑶𝑶𝑰𝑰∗𝑫𝑫𝑷𝑷𝑰𝑰𝑽𝑽𝑷𝑷𝑰𝑰𝑷𝑷𝑰𝑰𝑽𝑽𝑷𝑷𝑽𝑽𝑷𝑷∗𝑻𝑻𝑽𝑽𝑷𝑷𝑰𝑰𝑰𝑰𝑻𝑻𝑷𝑷𝑷𝑷𝑽𝑽𝑽𝑽𝑰𝑰𝑺𝑺𝑷𝑷𝑺𝑺𝑰𝑰𝑳𝑳𝑰𝑰𝑰𝑰𝑳𝑳𝑽𝑽𝑳𝑳𝑽𝑽𝒐𝒐𝑺𝑺𝑽𝑽𝑷𝑷𝑰𝑰 31 7.G.f Packet Pg. 233 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Thank you for participating in this month’s Occupancy Survey. The Naples, Marco Island, and Everglades Convention and Visitors Bureau has requested Downs & St. Germain Research to conduct this survey of Collier County lodging properties on a quarterly basis. As the owner or general manager of a lodging property in Collier County, your input is very important. Please complete the following questionnaire no later than the 15th of the month. It will take no more than 5 minutes. Thank you very much for assisting the Naples, Marco Island, and Everglades Convention and Visitors Bureau. In which Collier County area(s) is your property located? Select all that apply. Which of the following type(s) of properties do you manage/own? Select all that apply. [ ] Hotel/Motel/Resort/Bed & Breakfast [ ] Condo/Cottage/Cabin [ ] RV Park/Campground [ ] Trailer Park [ ] Timeshare rental [ ] Other _______________________________________________________ During the course of a typical year, are there any months that your property is closed for the entire month or for most of the month? Select all that apply. [ ] Naples [ ] Marco Island [ ] Immokalee [ ] Golden Gate [ ] Everglades City [ ] Lely [ ] Goodland [ ] Chokoloskee [ ] Orangetree [ ] Verona Walk [ ] Plantation Island [ ] Other _______________________ [ ] January [ ] February [ ] March [ ] April [ ] May [ ] June [ ] July [ ] August [ ] September [ ] October [ ] November [ ] December [ ] None –we are open year-round 32 7.G.f Packet Pg. 234 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 What is the total number of rooms/units/sites of your property or the total number of units your vacation rental agency manages in Collier County? ____Total number of rooms, units, etc. How many rental units, rooms, etc. were available each month for short term rental, i.e., units, rooms, etc. that were not pulled for owners use, not being repaired, not pulled off the market for lack of demand, etc. (Short term rental means 180 days or fewer). ____April ____May ____June What was your average occupancy rate for each of these months? ____April ____May ____June What was your average daily rate (ADR) for each of these months? ____April ____May ____June Are the rates you posted above: ( ) Daily ( ) Weekly ( ) Monthly What was your average number of guests per [room/site/unit] in each of these months? ____April ____May ____June 33 7.G.f Packet Pg. 235 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 What was the average length of stay (in nights) of your guests in each of these months? ____April ____May ____June From April through June 2021, was there anything out of the ordinary that increased your occupancy? Select all that apply. [ ] Large conference/business meeting [ ] Weather of other problems in other areas that drove visitors here [ ] Better than average weather [ ] Property renovations or expansion [ ] Increased advertising/marketing [ ] Calendar-related (later-than-usual holidays, school schedule changes, etc.) [ ] Nothing out of the ordinary increased our occupancy [ ] Other _______________________________________________________ Please think about your reservations for the next three months. Compared to July through September of 2020, would you say your property’s total level of reservations are up, the same, or down for July through September of 2021? ____Up ____Same ____Down ____Not Sure What is the current total number of reservations at your property/properties for July –September 2021? ____Total number of reservations in July through September of 2021 Is there anything else you would like to share regarding ADR, occupancy, RevPAR, reservations, inventory, etc.? __________________________________________________________________________ __________________________________________________________________________ 34 7.G.f Packet Pg. 236 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Report for Hotel /ADR Study The following are typical slides for the occupancy/ADR study. 35 7.G.f Packet Pg. 237 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 IMPACT OF TOURISM STUDY The impact of tourism analysis is conducted by:⟶Joseph St. Germain, Ph.D., Educational Psychology⟶Phillip Downs, Ph.D., Business⟶Julie Harrington, Ph.D., Economics To determine the economic impact of tourism in Collier County, Downs & St. Germain Research will use IMPLAN since it is one of the accepted models (along with REMI, RIMS II, and proprietary Blackbox models) and we have had success with it in over 100 destination analyses. It should be noted that all four of these economic models use as a primary foundation the US Department of Commerce Input-Output tables. IMPLAN is an input-output model that takes direct effect (direct expenditures, which will emanate from surveys Downs & St. Germain Research conducts) and generates additional economic impacts within Collier County. Evidence of IMPLAN’s validity is the fact that the US Bureau of Economic Analysis, the Federal Reserve Bank, and the Environmental Protection Agency are a few of its customers. The following is a graphic depiction of input-output modeling. 36 7.G.f Packet Pg. 238 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 The direct effects (expenditures) from tourism in Collier County are fed into the model. The direct effect is divided into two types of local purchases: 1.Purchases that will generate additional economic impacts within the local economy, and 2.Purchases that leave the local economy or are retained through savings and investments. Purchases that generate additional economic impacts, or ripple effects, cover a wide range of economic activity, but we will offer the following for illustrative purposes. A restaurant that serves visitors to Collier County purchases kitchen supplies from a local company, purchases paper products from a local company, purchases uniforms from a local company, and purchases cleaning services from a local company. Each round of inter-industry purchases generates fewer local effects until all the money originally spent leaks out of the local economy. This process is referred to as the multiplier effect. Wages for employees of the restaurant work through the local economy in the same fashion. The induced (from labor spending) and indirect (from inter-industry spending) effects combine with direct effects (actual dollars spent by visitors in Collier County) to produce the total economic contribution of visitors on Collier County’s economy. The data fed into the model will be generated through Downs & St. Germain Research’s unique multi-model data collection design explained earlier in this proposal. It should also be noted that these economic models are only as good as the data inputted into the modeling process. Economic models cannot overcome compromised data. 37 7.G.f Packet Pg. 239 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 INQUIRY CONVERION STUDY Inquiry conversion research is an inexact science. Geofencing firms (e.g., Arrivalist) claim to be able to determine an ROI on all types of advertising. Yet, because our senior partners were trained in doctoral programs, we know these types of approaches suffer from the “chicken & egg” fallacy, i.e., did a person see the ad because they were already planning to go to the destination or did the ad motivate them to go? Only under carefully controlled experimental conditions can one, with exactness, determine the ROI of a specific ad campaign. And unfortunately, ad campaigns take place in the real world, not in the laboratory. Social media and websites have a vast array of metrics, such as number of visitors, bounce rate, average page views per session, session duration, click through rate, conversion rate, cost per conversion, etc., most supplied by Google Analytics. Unfortunately, none of these metrics can track one-to-one with visits to Collier County. If a new visitor has gone to ParadiseCoast.com, to what extent can we attribute that visitor’s spending in Collier County to the website visit? That’s the holy grail. Multi-Method Approach to Establish Convergent Validity As a Professor of Marketing, our Senior Partner has watched the marketing profession struggle for decades to determine the effectiveness of advertising, websites, social media, etc., on influencing consumers’ purchasing behavior. The bottom line –there is no silver bullet. The best ROI estimates come from calculating more than one estimate of influence. When two or more metrics are used to estimate a phenomenon, it is called convergent validity. This is the approach we recommend for the Naples, Marco Island, Everglades CVB in estimating its website’s ROI. 38 7.G.f Packet Pg. 240 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Method 1 –In-Market Random Sampling The approach we have been using with many destination clients recently is to survey a random sample of people in the market prior to when the advertising is scheduled to run. We measure awareness of the destination, intent to travel there, as well as other elements that might be contained in the ad campaign, e.g., “Naples has the best Gulf-to-Table dining.” We then do a following up survey with this same sample to see how many actually visited Naples or had made firm plans to visit. In this manner we are able track what impact the ad campaign had on decision making to visit Naples. Method 3 is the approach that we recommend IF the Naples, Marco Island, Everglades CVB chooses to use only one method for determining advertising ROI. Method 2 –Analysis of Visitor Profile Data Visitor Profile surveys include questions about:⟶Sources of information when planning trips⟶Influences of various sources on deciding to visit From these two questions plus other data, we can determine the relative influence of the Naples, Marco Island, Everglades CVB’s website in influencing consumers’ decisions to visit. It is important to note that visitors are influenced by a range of factors including:⟶Word of mouth⟶Past visits⟶Marketing expenditures by other organizations within Collier County ⟶The Naples, Marco Island, Everglades CVB’s marketing efforts⟶The Naples, Marco Island, Everglades CVB’s website Our analysis of the Naples, Marco Island, Everglades CVB’s website’s ROI will factor in all of these influences. 39 7.G.f Packet Pg. 241 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Method 3 –Survey of Consumers Who Request Florida's Paradise Coast Official E-Newsletters The Naples, Marco Island, Everglades CVB already collects emails of people who request a free visitor guide or e-newsletter. We will survey these people on a monthly basis to determine who came to Collier County and assess the extent to which the website influenced the visit. We recommend including a $10 online gift card for consumers who complete this survey. Methodological research has shown that incentives and reminders are the only two actions that increase response rates to surveys. Lagniappe -ROI for Collier County Total Marketing Effort We can also determine the ROI for the Naples, Marco Island, Everglades CVB’s total marketing efforts by using an approach similar to the one used by the Florida Office of Demographic and Economic Research (EDR), which is the Florida Legislature’s research team, for determining ROI for public monies spent on programs such as VISIT FLORIDA. We have determined the ROI for several DMOs using this methodology. 40 7.G.f Packet Pg. 242 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 FOCUS GROUP RESEARCH Our clients tell us we are the best focus group moderators with whom they have worked. “Downs & St. Germain Research is our number one choice nationally for conducting branding focus groups. We have used them exclusively for our local and state DMO clients. Their understanding of marketing and how research results are used as input for marketing strategy leads to actionable research. Both Joseph and Phillip are terrific moderators and know how to tease out strategic value from participants. More importantly, both partners are tremendous assets in final presentations. Over the years, we have worked with many different research suppliers. We always recommend Downs & St. Germain Research to our clients.” -Neal Alfano, Vice President, Creative Director, Miles Partnership “I am thankful for the hard work of Miles Partnership, the marketing firm we tasked with rebranding Louisiana, and their market research partner, Downs & St. Germain Research. They approached the task of creating a new brand like a business, driving the entire campaign, and leading every strategic decision. Louisiana: Feed Your Soul will be a highly effective call to action, because it appeals to both locals and visitors alike.” -Lt. Governor Nungesser, Louisiana Focus Groups in the Age of COVID-19 The past year has challenged those who conduct focus groups. Many focus group facilities closed, and it became exceedingly difficult to recruit participants. Nonetheless, Downs & St. Germain Research has conducted rounds of focus groups for two different DMOs in several cities. We have also utilized state-of-the-art online focus group platforms in the past year including asynchronous online focus groups and virtual focus groups for DMOs. 41 7.G.f Packet Pg. 243 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Downs & St. Germain Research Focus Group Experience Downs & St. Germain Research has conducted over 1,200 focus groups since 1983 for corporate (e.g., Publix), nonprofit (e.g., American Bar Association), government (Miami Beach), and tourism clients (Visit South Walton, Visit Central Florida, Explore Ocala/Marion, Visit Tallahassee, Visit Sarasota, Southern Outer Banks, Visit Pensacola, Florida Sports Coast, Louisiana Office of Tourism, VISIT FLORIDA, and the Kentucky Office of Tourism). We will spend some time describing our approach to focus groups because there is considerable difference across firms in the quality of their moderators, reports, and strategic implications. Quite frankly, we have had several destination clients say our moderating, reports, and strategic recommendations are the best they have seen. Please ask our references. Critical Factors in Focus Groups The Naples, Marco Island, Everglades CVB requested the following types of focus groups:⟶Test ad concepts⟶Test positioning & perceptions⟶Test consumers’ preferences for Collier County⟶Test buying habits with meeting planners⟶Test website & social media effectiveness We have conducted all of these types of focus groups and more with destinations. One key to successful focus groups is to know when to use them vis-a-vis other qualitative techniques (e.g., in-depth interviews, observation, mini-focus groups, etc.) and vis-à-vis quantitative techniques. A properly conducted focus group provides a wealth of information that can drive strategic decisions. A poorly conducted focus group is an expensive waste of time and money. 42 7.G.f Packet Pg. 244 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Based on our academic training and based on conducting over 1,200 focus groups for tourism clients, Fortune 500 companies, government agencies, and associations, the keys to a successful focus group are: 1.Backgrounding 2.Moderators 3.Group composition 4.Exercises 5.Strategic recommendations Backgrounding Backgrounding involves meeting with the client to:⟶Determine the strategic uses of the information generated by focus groups⟶Define the characteristics of the individuals who should be participating in the study⟶Develop a list of information needs that can be translated into a focus group script Downs & St. Germain Research believes that the Backgrounding step is the most important step in the research process. We assist clients in focusing on strategically relevant information that should be translated into the focus group script. We guide clients away from “wouldn’t it be nice to see if” research topics toward research topics that are critical for making strategic decisions such as messaging, brand name, positioning strategy, value proposition, target market delineation, pricing, etc. Getting the right topics and the right focus group participants will be ensured by the Backgrounding discussion. 43 7.G.f Packet Pg. 245 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Moderator The moderator is the most important ingredient in the focus group process. Good, experienced moderators know how to:⟶Maximize non-verbal communication⟶Ignore over-bearing participants⟶Encourage shy participants⟶Avoid a halo effect in which one or two participants’ comments sway the entire discussion⟶Maximize synergistic discussion⟶Identify when participants are giving socially acceptable responses⟶Make participants give honest and emotional responses⟶Use techniques such as Imaging to enrich the discussion⟶Avoid answering participants’ questions⟶Ensure that all key research issues are explored⟶Skip around the script if synergistic discussion will be optimized by not following the script Phillip E. Downs, Ph.D., or Joseph St. Germain, Ph.D., will moderate all focus groups. A brief summary of their focus group qualifications is as follows:⟶Trained in focus group and other qualitative research techniques during their doctoral programs⟶Moderated over 1,000 focus groups for: o Tourism clients (e.g., Louisiana Office of Tourism, Delaware Office of Tourism, Visit Sarasota, Visit South Walton) o Corporate clients (e.g., Federal Express, United Airlines, Delta Airlines, Boeing, Club Med) o Association clients (e.g., American Bar Association, Academy of General Dentists) o Government clients (e.g., FEMA, Florida Department Agriculture and Consumer Services, Florida Department of Revenue) 44 7.G.f Packet Pg. 246 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 ⟶Written articles on how to conduct focus groups⟶Taught over 5,000 executives how to conduct focus groups at the American Society of Association Executives Management Certificate Program⟶Taught over 20,000 students at the University of North Carolina, The College of William and Mary and Florida State University how to conduct focus groups.⟶Received honors from the American Marketing Association and the Southern Marketing Association for qualitative research techniques Group Composition Focus groups are designed to be exploratory. The best focus groups are characterized by synergistic discussion. One person’s comments trigger shared experiences and history with the topic in the minds of other participants and they respond with their comments. The best focus groups are characterized by minimal conversation by the moderator. If the discussion sounds like a group of friends being gently guided by the moderator, chances are it is a good focus group. Conversely, if the discussion consists of a series of one-on-one exchanges between the moderator and successive participants, then the discussion is missing the one essential element of a good focus group –synergy. Expert moderators agree that focus groups whose participants are similar with respect to experiences with the topic/product and with respect to critical social and demographic characteristics have a better chance of producing synergistic discussion. Participants must not have prior social networks, and it is important that all participants feel as if they are the same level with respect to knowledge about the topic. Common frames of reference with regard to the product or topic facilitate synergistic discussion. Individuals in a group that have little common experience and need for the product or topic cannot build on others’ comments. Demographic representation across focus groups is generally a more valid goal than demographic representation within individual groups. 45 7.G.f Packet Pg. 247 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Exercises Downs & St. Germain Research has invented and perfected several techniques for ensuring that synergistic and actionable discussion takes place during focus groups. These exercises ensure that all participants provide input and that creative ideas are generated during focus groups. Imaging is one of the exercises Downs & St. Germain Research has perfected to stimulate independent thinking and group synergy. Focus group participants are requested to close their eyes and to develop a mental image of the company or brand or situation. Then they are requested to draw the mental image they have in their heads. Participants then explain their drawings to others and share their mental images. We have used this technique with several destinations. The “Sunshine” technique is another exercise that Downs & St. Germain Research uses to stimulate independent thinking during focus groups so dominant personalities do not limit creative and independent thinking. We used this technique in helping several destinations develop lists of issues that were important to visitors when deciding where to vacation. The sunshine technique helped us develop a list of over 40 issues that were important to vacationers. We then used another focus group technique (normalization) to reduce the list of issues to the ten most critical issues. Written results of all focus group exercises become part of the final report that will be given to the client. Strategic Recommendations The fifth component of successful focus groups involves strategic recommendations that are discussed during the debriefing session after each group and the strategic recommendations that should accompany a final report. Downs & St. Germain Research draws upon its marketing experience (developed hundreds of marketing strategies for tourism, corporate, and government clients) and expertise (taught marketing to college students and executives of Fortune 500 companies) to provide value added strategic recommendations to our focus group clients. We write the topline focus group report with a focus on strategic implications. We remain available after the study to discuss strategic implications and options with clients. 46 7.G.f Packet Pg. 248 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Our strategic recommendations have helped destinations:⟶Select advertising markets⟶Position their destination uniquely vis-à-vis competition⟶Refine advertising assets⟶Understand consumers’ decision-making process⟶Increase group business⟶Select logos and taglines⟶Decide which target markets to pursue⟶Decide to focus on a specific tourism niche Downs & St. Germain Research recommends that representatives from the Naples, Marco Island, Everglades CVB and its agency of record attend focus group sessions to get a much clearer understanding of the emotional reactions that individuals have to your concepts, plus attending groups enables you to go through a debriefing session with Dr. Downs or Dr. St. Germain. Most research firms conduct focus groups. The differences with Downs & St. Germain Research are: 1.Our moderators are better at understanding the underlying marketing implications, and therefore, they are better at guiding focus group discussions to tease out the most strategic value. 2.We have more experience moderating groups –Phillip Downs and Joseph St. Germain have moderated over 1,200 focus groups with tourism, government, and corporate clients. 3.Because of our marketing backgrounds, we can go toe-to-toe with the advertising agency in interpreting results of focus groups and deciding on strategic recommendations. In other words, we serve as an additional marketing consultant. Please do not take our word for it. Please ask our references. 47 7.G.f Packet Pg. 249 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) TAB 4 Cost of Services ______________________________________________________________________________________________________ We do not charge out-of-pocket fees. Part of our philosophy is to not have the clock running or count hours we devote to projects. An accountant might chide us for not being cost conscious, but we prefer to be client conscious. We not only provide all required services, but additional services as requested and within reason for the agreed upon fee. Task Description UOM Estimated Quantity Unit Price Total Price 1 Visitor Profile Study Monthly 12 $5,000 $60,000 2 Hotel Occupancy & ADR Study Monthly 12 $500 $6,000 3 Impact of Tourism Study Monthly 12 $500 $6,000 4 Inquiry Conversion Study Monthly 12 $1,500 $18,000 5 Focus Group Research Each 1 $8,000 $8,000 Out-of-Pocket Fees N/A N/A N/A N/A Yearly Price $98,000 In addition, Downs & St. Germain Research can provide services to Collier County for special projects not included in the above research tasks according to the price sheet shown below. Downs & St. Germain Research will always complete special projects for Collier County in the most cost- efficient manner available and provide cost estimates prior to beginning work on any auxiliary tasks. Task Description UOM Estimated Quantity Unit Price 1 Special Projects (Senior Staff)Hourly Custom $150 2 Special Projects (Other Staff)Hourly Custom $75 ______________________________________________________________________________________________________ 48 7.G.f Packet Pg. 250 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) TAB 5 Experience and Capacity of Downs & St. Germain Research ________________________________________________________________________________________ Firm:Downs & St. Germain Research Address:2992 Habersham Drive, Tallahassee, FL 32309 Contact:Joseph St. Germain, Ph.D., President joseph@dsg-research.com 850.906.3111 Hours:8am –6pm, but we respond to our calls, texts, and emails 24/7 Founded:Kerr & Downs Research was founded in Tallahassee, FL in 1983 and we rebranded in 2014 as Downs & St. Germain Research. Parent:Downs & St. Germain Research is a Sub-S corporation in Florida. ________________________________________________________________________________________ 49 7.G.f Packet Pg. 251 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Downs & St. Germain Research has conducted over 2,000 telephone, mail, on- site, and intercept surveys for tourism destinations, Fortune 1,000 companies (e.g., Boeing, Delta Airlines, Publix, United Airlines), international and national associations (e.g., Public Relations Society of America, American Bar Association, federal, state, and local governments (e.g., FEMA U.S. Army Corps of Engineers, New York City), and major nonprofit organizations (e.g., Soroptimists International). We have significant experience conducting surveys. Though our firm has conducted market research for a vast variety of clients across industries, our primary specialty is tourism research. Downs & St. Germain Research has worked in tourism research since 1990. Since then, we have worked with over 30 destinations and 50 tourism clients, conducting over 1,000 travel and tourism studies on their behalf. Our firm has also participated in several Destinations Florida, Tourism & Travel Research Association, and Destinations International conferences. There are 4 Ph.D.s on staff –one crowning element in most Ph.D. programs is demonstrating the ability to conduct valid and reliable surveys. We have significant training in conducting valid and reliable surveys. OUR RESEARCH ABILITIES 50 7.G.f Packet Pg. 252 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 EXPERIENCE ⟶Branding and positioning studies⟶Tracking studies⟶Visitor satisfaction studies⟶Conversion studies⟶Economic impact studies⟶Segmentation studies⟶Demand analyses⟶Strategic focus⟶Supply Analysis⟶Visitor Profile Survey⟶Market Opportunity Analysis ⟶Occupancy & ADR Survey ⟶Visitation Trend Analysis⟶Industry Barometer Analysis⟶Product Alignment Studies⟶Lifestyle Segmentation (PRIZM)⟶Advertising Effectiveness⟶Event Visitor Research⟶Group Business⟶Partner Studies⟶Focus groups The types of tourism and hospitality studies we have conducted include the following: Our tourism and hospitality clients include, but are not limited to: 51 7.G.f Packet Pg. 253 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Company Capabilities Downs & St. Germain Research combines:⟶Academic market research training and expertise o 4 Ph.D.s on staff o Taught market research to over 20,000 college students & over 1,000 business executives o Won awards from the American marketing Association, Southern Marketing Association⟶Managerial savvy gained from studies with major corporations: o Boeing o Delta Air Lines o United Airlines o Texaco o BellSouth o Prudential o General Tire o Club Med⟶Tourism and hospitality market research experience with 30 destinations and over 50 tourism and hospitality clients⟶Experience developing strategic recommendations for over 500 clients including major corporations, tourism destinations, governments at all three levels, and nonprofits Company Capabilities We have conducted over 1,000 research studies for destinations. In each of these studies, we have utilized the methodology, personnel, and approaches that we will use in the study for the Naples, Marco Island, Everglades CVB. 52 7.G.f Packet Pg. 254 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 We control all aspects of the study in-house, including: ⟶Sampling plan⟶Sampling process⟶Interviewer training and supervision⟶Data collection (onsite)⟶Analysis⟶Report preparation⟶Presentations We are a boutique firm in which the principals are involved in every aspect of the study. The Naples, Marco Island, Everglades CVB will have 4 Ph.D.s who have directed over 2,200 real world studies, plus four additional staff members who have worked on over 1,000 studies assigned to their integrated destination marketing research studies. Several of our existing clients replaced many well-known tourism research firms in favor of Downs & St. Germain Research. Ask our references –we are intellectually sharp, strategically savvy, polished presenters of results, and politically astute. All of our projects are tailored to the needs of each client, and all of our projects are finished on time and on budget. We will never ask you to take our word for it. Please read comments from a select few of our clients, past and present, on the following page. 53 7.G.f Packet Pg. 255 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 “Thank you for your very prompt response, Joseph. For the record, I honestly don’t expect you to respond to an email on Sunday. I come in on weekends because it’s quiet and there are no distractions so I can get a lot done! I appreciate your outstanding customer service!” -Kerri Post, Visit Tallahassee “We worked with Downs & St. Germain Research to refresh our brand. They were terrific in working with our staff and our agency. Absolutely topflight moderators who offer significant tactical and strategic value in discussions with our staff and our AOR. Their skills in teasing out emotional reactions to branding assets is second to none. They developed a (qualitative & quantitative) research plan that helped us identify a unique emotional branding concept, and they were instrumental in shaping our branding assets. They are seasoned professionals in presenting findings to staff, the agency, our stakeholders, our commissioners, and the media.” -Virginia Haley, Visit Sarasota “We think Downs & St. Germain Research is the best research firm not only in Florida, but in the US. High quality work, easy-to-read reports, excellent communication skills, understand how to interact with our board, staff, and the public. We highly recommend Downs & St. Germain Research.” -Mark Jackson, Visit Central Florida. “So thankful for the unwavering integrity and honesty Downs & St. Germain Research has provided our county as it has helped to shape our future. They provide insightful data to help us achieve greater success.” -Loretta Shafer, Marion County “Downs & St. Germain Research is a highly regarded member of our team. We have complete confidence in their work. They work well with our staff and committees and board. They are always willing to go the extra mile and willing to provide work outside our contract at no additional cost. They are accessible and responsive and visit whenever we request.” -Jay Tusa, Visit South Walton 54 7.G.f Packet Pg. 256 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Subcontractors We use no subcontractors. We control the entire process, including:⟶Research design⟶Sampling plan⟶Sampling process⟶Questionnaire construction⟶Interviewer training and supervision⟶Data collection (onsite)⟶Analysis⟶Report⟶Presentation By controlling all elements of the process, we can guarantee the Naples, Marco Island, Everglades CVB that its study will be high quality, on-time, and on- budget. Controlling onsite data collection rather than subcontracting it improves the reliability and validity of the Naples, Marco Island, Everglades CVB’s visitor profile data. Estimates of economic impact, visitation, origin markets, etc., are derived from onsite interviewing with visitors. As professionals in survey and market research, we know all of the potential sources of error in onsite data collection. In fact, we have taught 20,000 college students and 1,000 executives about the potential errors. Errors from data collection occur when interviewers:⟶Are not stationed in appropriate locations throughout the county⟶Do not interview in the location they have been assigned⟶Do not randomly select visitors to interview⟶Let more than one visitor within a group complete the survey⟶Adlib in attempting to explain questions to visitors⟶Do not read questions clearly⟶Do not record answers correctly⟶Fabricate interviews 55 7.G.f Packet Pg. 257 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 We have hired, trained, and supervised over 1,000 interviewers in the past 35 years. Our Senior Partner, Phillip Downs, Ph.D., wrote the interviewer manual that our supervisors use to train interviewers. Strategic Partner for the Naples, Marco Island, Everglades CVB Most firms claim to be strategic partners, but please talk with our references. Though we mentioned this in our Management Summary, it bears repeating that we have been there for Destination Marketers when they needed: 1.Assistance selecting the most promising target markets 2.A valid ROI figure to show government officials 3.Evidence to fight commissioners from taking their marketing dollars 4.A research team that could help them guide their advertising agency in developing marketing and branding strategies 5.Assistance in developing the optimal strategic market research plan 6.A second opinion in deciding whether to hire an analytics firm 7.Objective advice on which firm provides the most valid vacation rental metrics 8.Help in strengthening relationships with industry partners 9.To understand the destination’s unique emotional positioning vis-a-vis competitive destinations 10.An independent (of the advertising company) voice in discovering the best lifestyle segments to pursue and the best positioning strategy for appealing to them 11.A research firm that can be an independent voice in assisting the destination and its advertising agency in developing or modifying brand strategy 12.An expert to stand up to state legislators who threaten Visit Florida’s funding Thought Leaders in Tourism Market Research in Florida We have worked with Destinations Florida to raise the bar on tourism market research in Florida. We have given several presentations at Destinations Florida on topics such as: 56 7.G.f Packet Pg. 258 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 1.Valid data collection processes for tracking visitors, 2.Suitable measures of ROI, 3.Best method for measuring the number of day trippers, 4.Valid method for determining local taxes paid by visitors and residents, 5.How to calculate the cost to local governments of servicing visitors, 6.Calculating the number of jobs created by visitors, and 7.Appropriate research for birthing new brands or revising existing ones We also give back to the industry. We conducted the 2019 TDT Use Report, a pro bono study for Destinations Florida, that identified specific benefits the citizens of Florida received from how destinations used their Tourist Development Taxes. We conducted another pro bono study for Destinations Florida that examined the economic impact and quality of life that tourism provides to individual counties in Florida. We also conducted a series of pro bono surveys for Destinations Florida to document the economic damage done by COVID-19 to the tourism industry, in general, and to specific counties. Finally, we have unparalleled experience and expertise researching visitors to Florida. We have worked in Florida tourism since 1991. In the past 10 years, we have worked with more DMOs in Florida and conducted more and widely varied studies in Florida than any other firm. Tailored Research for the Naples, Marco Island, Everglades CVB Many firms conduct national or international studies and communicate the same results to all clients. For example, there are two research firms that have been reporting consumer sentiment about travel during COVID-19. While these studies add value to the industry, tailored studies offer more actionable data. We are currently conducting tailored Consumer Sentiment Studies for 5 destinations. While there are some commonalities in findings across these studies, each study has findings that are unique to each client. A key reason for differences in results across these 5 studies is that each study is tailored for a specific client. 57 7.G.f Packet Pg. 259 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 That is, the target market and origin cities in which consumers live are defined for each client; the questionnaire is designed for each client; and results are cross tabbed for each client. As a result, we have been able to offer destination- specific recommendations to each client on how to navigate COVID-19. Here is another example of how national or international studies by other firms differ from tailored studies we do. Some firms offer a “Domestic Traveler Study” or an “International Traveler Study.” The data all come from the same sample and the results are the same for all destinations. We prefer to do “Domestic” and “International” travel studies that are unique for each client. The target market and origin cities are unique for each client, the questionnaire is unique for each client; and the recommendations are unique for each client. A “national” survey of consumer sentiment during COVID-19 by one firm shows consumers want financial deals to motivate them to start traveling again. Yet, in all of our tailored Consumer Sentiment studies, deals rank near the bottom. It makes a huge difference when studies are tailored for individual client’s needs rather than conducting the same national or international survey for all of a firm’s clients. Broader & Deeper Research Expertise To this point in the proposal, we have focused on our tourism research experience and expertise in Florida as well as what we have given back to the industry. But don’t get us wrong, our tourism research experience goes well beyond Florida. We have conducted studies for state and local tourism organizations in Louisiana, Delaware, Kentucky, North Carolina, and Maine. We currently conduct statewide visitor tracking surveys across the state of Maine as well as determine the economic impact of tourism to the state. We have also helped major corporations such as Delta Air Lines, Publix, Boeing, and United Airlines with strategic market research. For example, our focus groups for Boeing were part of testing that culminated in the Boeing 787 Dreamliner over other strategic options Boeing considered. 58 7.G.f Packet Pg. 260 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) DOWNS & ST. GERMAIN RESEARCH, INC.FEBRUARY 2021 Customer Services Beyond our excellence in research alone, we can also guarantee the Naples, Marco Island, Everglades CVB unmatchable customer service. We are located in Florida, and our senior staff travels throughout Florida weekly. We will ALWAYS be available to meet in-person with short notice. Beyond that, we are on call 24/7/365. 4 Ph.D.s on Staff We do not wear our doctoral degrees on our lapels. In fact, we seldom inform clients of our degrees except in proposals! Yet, our doctoral degrees, plus the fact that we have taught market research to over 20,000 college students and to over 1,000 executives, means we have the capability to design studies, conduct analyses, model tourism behavior, catch errors, etc., that others cannot. For example, most research firms conduct economic impact analyses, yet few firms understand the inner workings of econometric models such as IMPLAN. Other firms show you what IMPLAN spits out. We roll up our sleeves and get inside IMPLAN to ensure that your economic impact metrics are correct. Our Associate Partner, Julie Harrington, Ph. D. in economics, will work with Drs. Downs and St. Germain on all economic impact analyses for the Naples, Marco Island, Everglades CVB. Some firms conduct onsite interviews when collecting Visitor Profile data. But, as professors who have taught others about the non-sampling errors involved in interviewing, we simply set up more valid sampling plans, more thorough interviewing training, and we conduct more error checks on visitor profile data to ensure that your results can never be questioned. If given a chance to present our ideas, we will identify some issues we see with the Naples, Marco Island, Everglades CVB’s 2019 data. Lagniappe We routinely provide more than clients expect, whether it is a pro bono study, a pro bono speaking engagement, additional analyses not originally specified, a strategy session with the ad agency of record, unscheduled meetings with industry partners, etc. We are always available to offer seasoned insights and analyses for no additional cost. 59 7.G.f Packet Pg. 261 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) 60 REFERENCES & SIMILAR WORK ________________________________________________________________________________________ Client:Ocala/Marion County Visitor and Convention Bureau Date of Services:2017 -Present Address:109 W Silver Springs Blvd, Ocala, FL 34475 Contact:Loretta Shaffer, CDME loretta.Shaffer@marioncountyfl.org 352.438.2804 Objectives:Visitor Profile Study & Focus Groups Methodologies:Conducted multi-modal interviews with county visitors Focus groups and internet surveys conducted with potential visitors Recommendations:Recommended unique emotional positioning strategy and revisions to branding and advertising, all of which were accepted. ________________________________________________________________________________________ 7.G.f Packet Pg. 262 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) 61 7.G.f Packet Pg. 263 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) 62 ________________________________________________________________________________________ Client:Visit Tallahassee Date of Services:2014 -Present Address:106 E Jefferson St, Tallahassee, FL 32301 Contact:Kerri Post postk@visittallahassee.com 850.606.2310 / 850.509.5824 Objectives:Visitor Profile Study & Destination Awareness Study Methodologies:Conducted multi-modal interviews with county visitors Focus groups and internet surveys conducted in target markets Recommendations:Recommended unique emotional positioning strategy, which was accepted. ________________________________________________________________________________________ REFERENCES & SIMILAR WORK 7.G.f Packet Pg. 264 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) 63 7.G.f Packet Pg. 265 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) 64 REFERENCES & SIMILAR WORK ________________________________________________________________________________________ Client:Visit Central Florida Date of Services:2018 Address:101 Adventure Ct, Davenport, FL 33837 Contact:Mark Jackson mark@visitcentralflorida.com 863.551.4717 / 863.420.2586 Objectives:Assess awareness of destination and determine optimal emotional positioning for asset advertising Methodologies:Targeted potential visitors as research topics Conducted multi-market focus groups and internet surveys Recommendations:Recommended unique emotional positioning strategy and revisions to branding and advertising, all of which were accepted. ________________________________________________________________________________________ 7.G.f Packet Pg. 266 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) 65 7.G.f Packet Pg. 267 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) TAB 6 Specialized Experience of Team Members 66 ________________________________________________________________________________________ ___________________________________________________________________________________________ 7.G.f Packet Pg. 268 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) PROJECT TEAMJulie Harrington, Ph.D. | Partner Analyst Julie is the Director of the Center for Economic Forecasting and Analysis (CEFA) at Florida State University. She has an extensive background in economic and econometric/statistical analysis and serves as Downs and St. Germain Research’s Partner Analyst for visitor profile and impact of tourism studies. 10% of Julie’s full-time efforts will be dedicated to Collier County. Rachael Anglin | Research Director Rachael has been with Downs & St. Germain Research since 2014, after graduating magna cum laude with a Bachelor of Arts in Public Relations from the University of Georgia. As the Research Director assigned to Collier County, Rachael will assist in data collection, analysis, and report preparation. 10% of Rachael’s full-time efforts will be dedicated to Collier County. Erin Dinkel | Assistant Research Director Erin graduated summa cum laude with a Bachelor of Arts in Tourism, Recreation & Sports Management, and Economics. As the Assistant Research Director assigned to Collier County, Erin will assist in data collection, analysis, and report preparation. 10% of Erin’s full-time efforts will be dedicated to Collier County. Glencora Haskins | Data Analytics Director Glencora graduated magna cum laude from Rollins College with a Bachelor of Arts in Economics. As the Data Analytics Director assigned to Collier County, Glencora will lead questionnaire programming efforts, conduct data analyses, and audit data to ensure maximum quality control. 5% of Glencora’s full-time efforts will be dedicated to Collier County. Isiah Lewis | Field Operations Director Isiah graduated from Florida State University with a Bachelor of Science in Marketing. As the Field Operations Director assigned to Collier County, Isiah will supervise all interviewing activity and report preparation. 5% of Isiah’s full-time efforts will be dedicated to Collier County. Roger Formisano, Ph.D. | Associate Project Director Roger joined Downs & St. Germain Research in 1992 and currently serves as a Partner to the firm. As the Associate Project Director assigned to Collier County, Roger will assist the Project Director as necessary. 3% of Roger’s full- time efforts will be dedicated to Collier County. Joseph St. Germain, Ph.D. | Project Director Joseph joined the firm in 2007, then called Kerr & Downs Research, and is now President/Partner. As the Project Director assigned to Collier County, Joseph will coordinate all market research activities, including questionnaire programing, managing the data collection effort, analysis, and report preparation. 10% of Joseph’s full-time efforts will be dedicated to Collier County. 67 Phillip Downs, Ph.D. | Assistant Project Director Phillip founded Kerr & Downs Research in 1983 and is now Senior Partner. As the Assistant Project Director assigned to Collier County, Phillip will develop research designs, construct all questionnaires, supervise all analyses, and present results and recommendations. 10% of Phillip’s full-time efforts will be dedicated to Collier County. 7.G.f Packet Pg. 269 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) Joseph St. Germain, Ph.D. Education Florida State University Ph.D. in Educational Psychology with a Sport Psychology major M.S. in Educational Psychology with a Sport Psychology major Received the College of Education Teaching Fellowship (2002-2003) Certificate in Measurement and Statistics University of Minnesota –Duluth B.A.S. in psychology, Minor in coaching Graduated cum laude and with departmental honors Professional Experience Downs & St. Germain Research President •Manage market research projects for local, state, and national clients •Design research methodologies customized to client’s needs •Conduct research via telephone, mail, web surveys, in-depth interviews, and focus groups •Analyze qualitative and quantitative data •Develop strategic recommendations to guide client’s future marketing and business decision •Prepare reports of research results •Present research results and recommendations •Prepare and submit proposals Florida State University Academic Advisor •Provided academic advising to students in the College of Human Sciences •Chair of the Social/Teambuilding Committee •Chair of the Policy Committee •Served on the Peer Mentoring Committee •Leader of a Peer Mentoring Group •Presenter at NACADA Region IV Conference: March 2006 •Aided in planning and coordinating of the 2007 NACADA Conference •Workshop facilitator for Orientation Workshop: April 2006 & 2007 •Conducted Preview and Orientation presentations •Performed student outreach activities Florida State University Graduate Assistant--Academic Advisor •Advised students •Created First Year Experience (FYE) presentation •Conducted Orientation presentations PROJECT TEAM68 7.G.f Packet Pg. 270 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) Phillip Downs, Ph.D. Education University of North Carolina Chapel Hill Ph.D. in Marketing Bowling Green State University Master of Business Administration Bachelor of Science Consulting Experience Downs & St. Germain Research •Founding partner •Project Director for over 1,000 research projects •Moderated over 700 focus group interviews Professional & Academic Presentations •50 presentations at the American Marketing Association, Southern Marketing Association, Academy of Marketing Science, Southeastern American Institute of Decision Sciences, National Operations Research Society of America/The Institute of Decision Sciences, Mid-South Marketing Educators' Conference, American Society of Association Executives, American Association of Public Opinion Research, Journal of Public Policy & Marketing Academic Experience •Professor of Marketing, Florida State University •Associate Professor of Marketing, Florida State University •Assistant Professor of Marketing, Florida State University •Assistant Professor of Business Administration, College of William and Mary Honors & Awards •American Marketing Doctoral Consortium Fellow •Southern Marketing Association -Steven J. Shaw Award -Best Paper Award •Southern Marketing Association -Best paper in the marketing research track •Tallahassee Society of Association Executives -President's Award •Tallahassee Society of Association Executives -Associate of the Year •Florida State University -Outstanding Teaching Award •American Marketing Association -FSU Chapter, Outstanding Marketing Teaching Award •American Society of Association Executives, Marketing Section Council Member •Florida Society of Association Executives, Associate Member of the Year Publications •35 articles in The Marketing Forum, Journal of the Academy of Marketing Science, Journal of Public Policy & Marketing, Handbook of Business Planning and Budgeting, Journal of Business Research, Developments in Marketing Science Volume II, Journal of the Market Research Society, Marketing Management: Strategies and Cases, Developments in Marketing Science, Volume I, Contemporary Marketing Thought, and Proceedings from the American Marketing Association, Southern Marketing Association, Academy of Marketing Science, and the Southeastern American Institute for Decision SciencesPROJECT TEAM69 7.G.f Packet Pg. 271 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) Julie Harrington, Ph.D. Education Auburn University Ph.D. in Economics M.S. in Fisheries Professional Experience Downs & St. Germain Research Partner Analyst •Assisted with dozens of economic impact analyses using input-output modeling for county-level and state-level data Florida State University Center for Economic Forecasting & Analysis Director •Extensive experience with input-output modeling software, including REMI and IMPLAN •Authored hundreds of studies on economic impact analysis Economic Impact Analyses •Economic Impact Analysis of the Federal Home Loan Banks in the US and US Territories •Economic Impact Analysis of the Florida SBA Center •Economic Impact Analysis of the Florida Housing Finance Corporation •Economic Impact Analysis of the Aerospace/Aviation Industries •Economic Impact Analysis of the National High Magnetic Field Laboratory Publications •“A Comparison of Three Economic Models for Applied Hospitality and Tourism Research”. Journal of Tourism Economics, Vol. 14, No. 4, December 2008 •“Florida Tourism.” In: Florida’s Climate: Changes, Variations & Impacts. Florida Climate Institute, ed.: E. Chassignet, J. Jones, V. Misra & J. Obeysekera. December 2017: pp. 297-310 PROJECT TEAM70 7.G.f Packet Pg. 272 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) Roger Formisano, Ph.D. Education University of North Carolina Chapel Hill Ph.D. in Marketing University of New Hampshire Master of Business Administration Bachelor of Arts Professional Experience Downs & St. Germain Research Associate Partner •Strategic planning •Present research results and recommendations •Prepare and submit proposals Formisano & Company Founder and Principal •Strategic business consulting with an emphasis on strategy articulation and execution, leadership development, and M&A advisory services. The firm has served clients from various industries, and wide-ranging size differences. University of Wisconsin Medical Foundation Vice President of Leadership Development and Strategy •University of Wisconsin Medical Foundation is the functional organization for 1,050 physicians practicing at UW Health sites. Professorships Visiting Professor •Dr. Formisano currently serves as a Visiting Professor on the business school faculty at HEC in Paris, and ISTCE in Lisbon; where in both cases he teaches Entrepreneurship and Strategy in the MBA program. United Wisconsin Services Executive Vice President & Chief Operating Officer •Dr. Formisano served as Executive Vice President and Chief Operating Officer for United Wisconsin Services, a multi-line, publicly traded insurance company headquartered in Milwaukee, Wisconsin. Dr. Formisano served United Wisconsin for seven years and had full responsibility for business units totaling $500 million in revenue with over 600 employees. Dr. Formisano served as President of Compcare, one of the state’s largest HMOs and Meridian Resource Corporation, a consulting firm he founded as a subsidiary in Madison, Wisconsin. Corporate Boards & Awards •Integrity Mutual Insurance Company (1986-Present) •Audit Committee Chair (2001-Present) •Wisconsin Sports Development Foundation (2006-present) •Badger State Games (1999-2001) •Wisconsin Sports Authority (1990-1999) •Greater Milwaukee Open PGA Tournament (1997-2005) •Wilshire Mutual Funds (2001-Present)PROJECT TEAM71 7.G.f Packet Pg. 273 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) Rachael Anglin Education University of Georgia Bachelor of Arts in Public Relations, Magna Cum Laude The University of Oxford 6 Week Intensive Program on Global Mass Media Effects Professional Experience Downs & St. Germain Research Director of Research •Assist in the development of questionnaires, surveys, analysis and reports. •Conduct in-depth data analyses using traditional and advanced methods. •Co-author reports containing actionable recommendations. Pure Barre Public Relations Intern •Develop, implement and evaluate a campaign to increase members, retention rates and sales •Oversee research, goals and objectives, logistics and graphics teams •Create and manage a system to accurately keep track of hours worked on the campaign QuackerSmackers.com Public Relations Assistant •Write and distribute press releases •Create a proposal to obtain sponsors for the website •Generate surveys to gain insight from the target market •Attend tradeshows and other events to promote the website Campus Special Marketing Assistant & Proofing and Production •Assist business owners with creating deals/offers and with designing advertisements to achieve optimal return •Manage production of coupon books for over 20 colleges/universities •Manage business contracts, payments and other administrative work for over 60 sales representatives •Meet strict deadlines for production Four Athens Director of Public Relations •Write and submit press releases and media alerts •Create and maintain a “Founders’ Fridays” blog for the Four Athens webpage •Assist in planning and executing Four Athens events Highlights •Proficiency in InDesign CS6, Photoshop CS6, SPSS predictive analytics software and Google Analytics.PROJECT TEAM72 7.G.f Packet Pg. 274 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) Erin Dinkel Education University of Florida Bachelor of Arts in Economics, Summa Cum Laude Bachelor of Science in Tourism and Events & Recreation Management Professional Experience Downs & St. Germain Research Senior Project Director •Assist in the development of questionnaires, surveys, analysis and reports. •Conduct in-depth data analyses using traditional and advanced methods. •Co-author reports containing actionable recommendations. University of Florida Event Manager •Collaborate with staff and faculty to establish event goals and objectives •Manage event timelines, create task assignments and utilize resources to firm each aspect of the event •Led 25 full-service conference, while co-facilitating 38 conference with 60-320 guests •Generated over $100,000 in revenue during service as the lead Event Manager •Reduced cost margins in 66% of events planned, generating a greater profit Bureau of Economic and Business Research Telephone Interviewer •Conducted in-depth telephone interviews for various research surveys. Followed all International Review Board (IRB) standards. Topics ranged from economic to political to social views •Executed cold calls in an effort to connect with people interested in taking the surveys •Formed positive relations with potential participants and gained permission for the interview Parc Soleil –Hilton Grand Vacation Club Front Desk Agent •Offered warm and welcoming service to guest during check-in. •Accepted credit cards for deposit holds, matched rooms to guest preferences •Resolved guest issues swiftly in an effort to offer high quality service •Updated guest records and data base using confidentiality practices Highlights •Proficiency in Microsoft Office Suite, InDesign CS6, and SPSS predictive analytics software PROJECT TEAM73 7.G.f Packet Pg. 275 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) Glencora Haskins Education Johns Hopkins University Master of Science in Applied Economics Rollins College Bachelor of Arts in Economics, Magna Cum Laude Professional Experience Downs & St. Germain Research Project Director •Assist in the development of questionnaires, surveys, analysis and reports. •Conduct in-depth data analyses using traditional and advanced methods. •Co-author reports containing actionable recommendations. Rollins College Economics Department Departmental Assistant •Conduct administrative and clerical duties for departmental faculty and staff •Coordinate representation of the department in school event and deliver information to students, parents, and community members •Streamline office duties to provide superior assistance to departmental employees to maintain an efficient work environment Rollins College Informational Technology IT Help Desk Technician •Manage technological cases reported by university students and faculty members in-person and via telephone to ensure efficient case management for the benefit of the department and clients •Aid clients with any issues relating to their electronic devices, including installation of software •Ensure excellent customer service for all clients to improve customer satisfaction Florida State University Center for Economic Forecasting & Analysis Junior Researcher •Compile data and perform research for use in official university publications and research reports •Construct and edit Scope of Work Economic Analyses for university clientele •Support the peer-review process for university journal publications •Author and co-author thorough and comprehensive literature reviews and data analysis for economic impact reports and proposals Highlights •Proficiency in Microsoft Office Suite, Adobe Creative Cloud, Stata, and SPSS predictive analytics software.PROJECT TEAM74 7.G.f Packet Pg. 276 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) Isiah Lewis Education Florida State University Bachelor of Science in Marketing Professional Experience Downs & St. Germain Research Project Director •Assist in the development of questionnaires, surveys, analysis and reports. •Conduct in-depth data analyses using traditional and advanced methods. •Co-author reports containing actionable recommendations. Downs & St. Germain Research Market Research Intern •Analyze data on SPSS Statistical output to prepare graphs and tables for client annual reports •Assist with general administration tasks, including contacting interviewers and supervisors •Conduct research as needed for existing and potential client proposals Visit Tallahassee Marketing Intern •Developed a project to advertise National Tourism Week to residents •Oversaw social media postings and track potential reach and followings •Participated in events focused on promoting Tallahassee as a travel destination Florida State University Garnet & Gold Guides Student Liaison •Used knowledge of Florida State athletics to attract student athletes to attend the university •Encouraged boosters to be active within Florida State athletics through facility tours •Managed and facilitated guides relations with recruits during game day activities Highlights •Proficiency in Microsoft Office Suite, Adobe Creative Cloud, and SPSS predictive analytics software.PROJECT TEAM75 7.G.f Packet Pg. 277 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) ________________________________________________________________________________________ One of the owners of Downs & St. Germain Research owns two commercial buildings in Lee County:⟶8960 Gladiolus Dr⟶Fort Myers, FL 33908⟶Owned by Phillip Downs since 2015⟶25151 Bernwood Drive⟶Bonita Springs, FL 34235⟶Owned by Phillip Downs since 2013 The primary business at each of those addresses is not market research, but since Phillip Downs of Downs & St. Germain Research is the owner of these two properties, Downs & St. Germain Research uses an office in these buildings for Downs & St. Germain Research business in servicing tourism clients in Lee, Charlotte and Sarasota counties. If chosen for Collier County tourism research, we will use the Bonita Springs address as well as our Tallahassee address to service the Collier County account. The RFP asks for tax receipts for Collier/Lee county businesses. The businesses located at the above two addresses are tax free because they are designated as APPLE certified. ___________________________________________________________________________________________ TAB 7 Local Vendor Preference Clarification 76 7.G.f Packet Pg. 278 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) ________________________________________________________________________________________ The following sections includes the forms required for the submittal of this RFP, including:⟶Form 1: Vendor Declaration Statement⟶Form 2: Conflict of Interest Certification⟶Proof of Status from Division of Corporations –Florida Department of State⟶Form 3: Immigration Affidavit Certification⟶E-Verify Company Profile Page⟶Form 4: Certification for Claiming Status as a Local Business⟶Vendor W-9 Form⟶Vendor Insurance and Bonding Requirements Reference Questionnaire Forms (Form 5) are included within the body of this proposal in Tab 6: Experience & Capacity of Downs & St. Germain Research. Grant Provisions and Assurances (Form 6) is not applicable to Downs & St. Germain Research. ___________________________________________________________________________________________ TAB 8 Required Forms 77 7.G.f Packet Pg. 279 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) 78 7.G.f Packet Pg. 280 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) 79 7.G.f Packet Pg. 281 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) 80 7.G.f Packet Pg. 282 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) 81 7.G.f Packet Pg. 283 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) 82 7.G.f Packet Pg. 284 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) 83 7.G.f Packet Pg. 285 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) 84 7.G.f Packet Pg. 286 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) 85 01/01/2021 7.G.f Packet Pg. 287 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) 86 7.G.f Packet Pg. 288 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) 87 7.G.f Packet Pg. 289 Attachment: 21-7860_Downs St Germain Proposal (16315 : RFP for Tourism Research Services) Selection Committee Final Ranking Sheet RFP # 21-7860 Title: Tourism Research Services Name of Firm Jack Wert Paul Beimes Geoffrey Willig Amanda Townsend Buzzy Ford Total Selection Committee Final Rank Downs & St. Germain Research Inc.1 2 1 1 1 6 1.0000 Research Data Services Inc.2 1 2 2 2 9 2.0000 Procurement Professional Viviana Giarimoustas 4/14/2021 Page 1 of 1 7.G.g Packet Pg. 290 Attachment: 21-7860 Final Ranking (16315 : RFP for Tourism Research Services) 06/28/2021 EXECUTIVE SUMMARY Recommendation to approve the reallocation of previously approved Beach Park Facilities funding within the existing Barefoot Beach Parking and Road project and to make the finding that the expenditures promote tourism. OBJECTIVE: To close out project balances and move the funding to the Barefoot Beach Parking and Road project to support successful project delivery. CONSIDERATIONS: On June 28, 2021, the Tourism Development Council will review this Agenda Item to reallocate funding in support of the Barefoot Beach Road and Parking project. The Parks and Recreation Division currently has a variety of capital projects that are funded by Tourist Development Tax that were approved by the Tourism Development Council (TDC). Three of those projects are nearing completion and carry available balances that can be used to provide supplemental funding for another project that is currently underway. The supplemental funding is needed to offset the recent trend of significant project cost increases due high demand for construction commodities and supply chain challenges resulting from the COVID-19 pandemic. As the design for this project is being reviewed by higher levels of management, staff is reevaluating the scope of the road work to ensure the final product meets the County’s high quality standards and serves the intended purpose. The following chart reflects the proposed project budget increase: Project TDC Approval Date FY21 Budget Available Balance Amount to Increase Proposed Amended Budget 80387 Barefoot Beach Parking & Rd Seal/Stripe 04/23/2018 $350,000.00 $289,344.99 $275,655.01 $625,655.01 FISCAL IMPACT: Funding for the subject projects is provided in the TDC Beach Park Facilities Fund (183). To accommodate the total anticipated project costs, reallocation of funds totaling $275,655.01 within existing approved projects is necessary. Beach Parking T-2 Project No. 80372 will be reduced by $64,544.00. Tigertail Beach Playground Project No. 80388 will be reduced by $10,995.32. Barefoot Ranger Station Project No. 80396 will be reduced by $51,000.00. Parking Meters Project No. 88045 will be reduced by $87,187.84. Fund 183 Res/Xfers Project No. 99183 will be reduced by $61,927.85. These actions result in an overall net $0 impact on the TDC Beach Park Facilities Fund. GROWTH MANAGEMENT IMPACT: There is no Growth Management impact. ADVISORY COMMITTEE RECOMMENDATION(S): The Parks and Recreation Advisory Board (PARAB) approved this item at their regularly scheduled meeting on June 16, 2021 with a vote of 4-0. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for approval. - CMG RECOMMENDATION: To approve the reallocation of previously approved Beach Park Facilities funding within existing projects and to make the finding that the expenditures promote tourism. Prepared by: Joshua Hammond, Manager - Technical Systems Operations, Operations & Veteran Services 7.H Packet Pg. 291 06/28/2021 ATTACHMENT(S) 1. 21-1010-Barefoot_Beach_Roadway_Bid_Sync_Scope_ (PDF) 7.H Packet Pg. 292 06/28/2021 COLLIER COUNTY Collier County Tourist Development Council Item Number: 7.H Doc ID: 16340 Item Summary: Recommendation to approve the reallocation of previously approved Beach Park Facilities funding within the existing Barefoot Beach Parking and Road project and to make the finding that the expenditures promote tourism. Meeting Date: 06/28/2021 Prepared by: Title: Administrative Assistant – Tourism Name: Jennifer Leslie 06/22/2021 11:03 AM Submitted by: Title: Division Director – Tourism Name: Jack Wert 06/22/2021 11:03 AM Approved By: Review: Tourism Jennifer Leslie Tourism Division Completed 06/22/2021 11:04 AM Corporate Business Operations Jennifer Reynolds Additional Reviewer Completed 06/22/2021 11:55 AM Tourism Jack Wert Director Completed 06/22/2021 12:34 PM County Manager's Office Sean Callahan Executive Director Completed 06/23/2021 8:47 AM County Attorney's Office Colleen Greene Attorney Review Completed 06/23/2021 9:48 AM Tourist Development Council Jack Wert Meeting Pending 06/28/2021 9:00 AM 7.H Packet Pg. 293 COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS REQUEST FOR QUOTE (RFQ) FOR 21-1010 Barefoot Beach Roadway Project Utilizing Contract 16-6663 Roadway Contractors MICHAEL CHERBINI PROJECT MANAGER PARKS AND RECREATION DIVISION 3335 TAMIAMI TRAIL EAST, BLDG W NAPLES, FLORIDA 34112 TELEPHONE: (239) 252-4020 Michael.Cherbini@colliercountyfl.gov (Email) 7.H.a Packet Pg. 294 Attachment: 21-1010-Barefoot_Beach_Roadway_Bid_Sync_Scope_ (16340 : Approve Reallocation of Beach Park Facilities Funding) SOLICITATION PUBLIC NOTICE REQUEST FOR QUOTE Bid No. 21-1010, Utilizing Contract 16-6663 PROJECT TITLE: Barefoot Beach Roadway POST DATE: June 10, 2021 QUOTE DUE June 28, 2021 at 3:00pm All proposals shall be submitted online via the Collier County Procurement Services Division Online Bidding System: https://www.bidsync.com/bidsync-cas/ As requested by the Parks and Recreation Division (hereinafter, the “Division or Department”), the Collier County Board of County Commissioners Procurement Services Division (hereinafter, “County”) has issued this Request for Quote (hereinafter, “RFQ”) with the intent of obtaining bid submittals from interested and qualified vendors in accordance with the terms, conditions and specifications stated or attached. The vendor, at a minimum, must achieve the requirements of the Specifications or Scope of Work stated. Barefoot Beach Preserve is a public beach under the management of the Collier County Parks and Recreation Division. This project will resurface the asphalt in the area to specifications listed in the bid documents. The contract term, if an award is made is intended to be three hundred sixty-five (365) days. Prices shall remain firm for the initial term of this contract. Surcharges will not be accepted in conjunction with this contract, and such charges should be incorporated into the pricing structure. All goods are FOB destination and must be suitably packed and prepared to secure the lowest transportation rates and to comply with all carrier regulations. Risk of loss of any goods sold hereunder shall transfer to the COUNTY at the time and place of delivery, provided that risk of loss prior to actual receipt of the goods by the COUNTY nonetheless remain with VENDOR. RFQ award criteria are as follows: ➢ For the purposes of determining the winning bidder, the County will select the vendor with the lowest price as outlined below: ● LOWEST LUMP SUM QUOTE ➢ Collier County reserves the right to select one, or more than one suppliers, award on a line item basis, establish a pool for quoting, or other options that represent the best value to the County; however, it is the intent to: ● POSSIBLE MULTIPLE AWARDEES ➢ The County reserves the right to issue a formal contract or standard County Purchase Order or utilize the County Purchasing Card for the award of this solicitation. ➢ Award (PO) will be based on the lowest base bid plus selected alternates. INTRODUCTION BACKGROUND TERM OF CONTRACT AWARD CRITERIA 7.H.a Packet Pg. 295 Attachment: 21-1010-Barefoot_Beach_Roadway_Bid_Sync_Scope_ (16340 : Approve Reallocation of Beach Park Facilities Funding) 1. REQUIREMENTS: 1.1 All work must comply with Collier County Vertical Standards (CCVS) Collier County Land Development Code and the Florida Building Code. 1.2 Provide all necessary items, tools, hardware, resources, materials, etc. to fully and properly complete all project tasks. Install all items per manufacturer’s recommendations and installation instructions. 1.3 All materials, construction debris and items replaced that Collier County does not want to store must be properly disposed of at the cost of the contractor. 1.4 Provide all necessary permitting and any documentation, sketches, fees, etc. required for permits. Selected vendor may utilize owner’s as-built drawings, if available, to complete project. 1.5 The contractor will be required to provide photographs of the progress and successful completion of the work. For each repair item the contractor shall take before and after pictures of scope items below. 1.6 The contractor shall submit specifications, product data and/or shop drawings on all materials, devices, equipment or systems being installed on the project for approval by the Project Manager and/or project consultant. All materials must be replaced in kind and installed per the manufacturer’s specifications and recommendations. All items shall match existing colors, materials, quality, and style and use fasteners to match existing, unless specifically stated otherwise. 1.7 The contractor must warranty the work completed for a minimum of one (1) year following the completion of this project. Any call-back or remediation work will be completed at no charge to Collier County. 1.8 All work must be performed by properly qualified employees. Credentials may be requested by Collier County. The contractor and their subcontractors are required to comply with County Ordinance 2004-52, as amended. Background checks are valid for five (5) years and the vendor / subcontractor shall be responsible for all associated costs. The cost is $40.00 per person. 1.9 The awarded contractor will receive a Purchase Order for work requested and may not start work prior to receiving the Notice to Proceed to begin the work. 1.10 Contractor is responsible for blocking off and maintaining any safety perimeters necessary for work. Contractor shall conduct Maintenance of Traffic in all construction areas as appropriate until the work item is complete. 1.11 The objective of this project is to restore and repave the referenced site and to improve drainage. DETAILED SCOPE OF WORK 7.H.a Packet Pg. 296 Attachment: 21-1010-Barefoot_Beach_Roadway_Bid_Sync_Scope_ (16340 : Approve Reallocation of Beach Park Facilities Funding) 1.12 Any substitution requests need to be added to the Q&A process prior to the close of the RFQ. Quantities listed in this RFQ are approximate. The Contractor is responsible for completing the work 100% in order to meet the intent of the project. 1.13 The contractor is expected to be familiar with the standards of the Americans with Disabilities Act (ADA) and Florida Building Code Accessibility Standards and ensure all work completed is in accordance with these codes and standards. 2. BASE SCOPE: The overall intent of this project is to resurface the roadway and other associated tasks at the Barefoot Beach Preserve roadway and parking lots including ADA improvements and sidewalks in accordance with the attached documents. Quantities are approximate. Contractor shall include all work necessary to complete the intent of the work as shown on the construction documents. The work includes but is not limited to the following: SEDIMENT BARRIER 6,600 LF CLEARING & GRUBBING 4.5 AC REMOVAL OF EXISTING CONCRETE 84 SY ASPH. CONC. SURFACE COURSE, (1.5" SUPERPAVE) SP-9.5 (ROAD & PARKING AREAS) 1,412 TN ASPH. CONC. SURFACE COURSE, (1.0" SUPERPAVE) SP-9.5 (5' ASPH. SIDEWALK) ALT. 63 TN CONCRETE CURB, TYPE D (MODIFIED 12"x18" HEADER CURB) 424 LF CONCRETE CURB, TYPE A 56 LF VALLEY GUTTER- CONCRETE 330 LF CONCRETE SIDEWALK AND DRIVEWAYS, 6" THICK 126 SY STAMPED CONCRETE, ARCHITECTURAL, ROADWAY 188 SY DETECTABLE WARNINGS 160 SF RIPRAP, SAND-CEMENT 3 CY #57 STONE (FOR DROP-OFF LOCATIONS - ALT. 1) 250 TN COQUINA SHELL MATERIAL (FOR DROP-OFF LOCATIONS - ALT. 2) 250 TN PERFORMANCE TURF, SOD (CONTINGENCY) 4,000 SY SINGLE POST SIGN, F&I GROUND MOUNT, UP TO 12 SF 32 AS SINGLE POST SIGN, REINSTALL 4 AS SINGLE POST SIGN, REMOVE 15 AS RAISED PAVEMENT MARKER 310 EA PAINTED PAVT MARKINGS, STANDARD, WHITE, SOLID, 6" 2.22 GM PAINTED PAVT MARKINGS, STANDARD, WHITE, SOLID FOR CROSSWALK, 12" 40 LF PAINTED PAVT MARKINGS, STANDARD, WHITE, SOLID FOR DIAGONAL OR CHEVRON, 18" 216 LF PAINTED PAVT MARKINGS, STANDARD, WHITE, SOLID FOR STOP LINE OR CROSSWALK, 24" 432 LF PAINTED PAVT MARKINGS, STANDARD, WHITE, MESSAGE OR SYMBOL 13 EA PAINTED PAVT MARKINGS, STANDARD, WHITE, ARROWS 11 EA 7.H.a Packet Pg. 297 Attachment: 21-1010-Barefoot_Beach_Roadway_Bid_Sync_Scope_ (16340 : Approve Reallocation of Beach Park Facilities Funding) PAINTED PAVT MARKINGS, STANDARD, YELLOW, SOLID, 6" 1.17 GM PAINTED PAVT MARKINGS, STANDARD, YELLOW, SOLID FOR DIAGONAL OR CHEVRON, 18" 50 LF PAINTED PAVT MARKINGS, STANDARD, BLUE, SOLID, 4" 792 LF THERMO PAVT MARKINGS, STANDARD, WHITE, SOLID, 6" 2.22 GM THERMO PAVT MARKINGS, STANDARD, WHITE, SOLID FOR CROSSWALK, 12" 40 LF THERMO PAVT MARKINGS, STANDARD, WHITE, SOLID FOR DIAGONAL OR CHEVRON, 18" 216 LF THERMO PAVT MARKINGS, STANDARD, WHITE, SOLID FOR STOP LINE OR CROSSWALK, 24" 432 LF THERMO PAVT MARKINGS, STANDARD, WHITE, MESSAGE OR SYMBOL 13 EA THERMO PAVT MARKINGS, STANDARD, WHITE, ARROWS 11 EA THERMO PAVT MARKINGS, STANDARD, YELLOW, SOLID, 6" 1.17 GM THERMO PAVT MARKINGS, STANDARD, YELLOW, SOLID FOR DIAGONAL OR CHEVRON, 18" 50 LF THERMO PAVT MARKINGS, STANDARD, BLUE, SOLID, 4" 792 LF WHEEL STOP REMOVE AND REPLACE (RUBBER) 114 EA Mobilization And Demobilization 1 LS Fully restore Site after construction efforts are complete 2.1 ALTERNATES Alternate 1 WHEEL STOP REMOVE AND REPLACE (PRECAST) ALT. 3 114 EA Alternate 2 SPEED BUMP REMOVE AND REINSTALL AT PARKING AREA ENTRANCE 8 EA 3. FINAL CLEAN / SITE RESTORATION 3.1 After construction activities have finished, ensure final clean of work areas and clean any affected surfaces, laydown areas, temporary entrances, etc. Ensure area is fully clean and ready for use prior to turnover. 3.2 Include any necessary repairs to adjacent sidewalks or curbs damaged by construction activity. Regrading and sod placement where necessary and replacement or reinstallation of any improvements, signage, bike racks, parking stops, markings, etc. affected by the work. 4. SCHEDULE / LIQUIDATED DAMAGES / OWNER ACCESS The project shall be substantially completed within one hundred twenty days (120) days of receiving the authorization to start the work. Final Completion shall be achieve final completion within forty five (45) days of substantial completion. 7.H.a Packet Pg. 298 Attachment: 21-1010-Barefoot_Beach_Roadway_Bid_Sync_Scope_ (16340 : Approve Reallocation of Beach Park Facilities Funding) The selected Contractor shall present the owner, within seven (7) days of award, a project work schedule to ensure smooth coordination of County operations. The selected Contractor shall coordinate activities with Project Manager and on-site staff to ensure continuous operations. The contractor may choose to sequence the work or use other methods to ensure uninterrupted use of the facilities on the property. Should the Contractor fail to substantially complete the project in the time period specified, the owner shall be entitled to assess, as liquidated damages, but not as a penalty, one thousand two- hundred forty-one dollars ($1,241) per calendar day. 5. ATTACHMENTS / HYPERLINKS Collier County Vertical Standards (CCVS) 7.H.a Packet Pg. 299 Attachment: 21-1010-Barefoot_Beach_Roadway_Bid_Sync_Scope_ (16340 : Approve Reallocation of Beach Park Facilities Funding) 06/28/2021 EXECUTIVE SUMMARY Recommendation to approve the FY 22 Proposed Tourism Division budget and make a finding that this action promotes tourism. OBJECTIVE: Review and recommend for approval to the BCC the proposed Tourism Division budget for the next fiscal year. CONSIDERATIONS: The Tourism Division administers the Tourist Development Council (TDC) budget and promotes the destination as a Convention & Visitors Bureau (CVB). The budget process begins in early March with input from each staff member and becomes a draft budget request to the County Manager. Guidelines this year were to return our allocations to marketing and advertising to pre COVID levels and to continue the gains in revenue, visitor spending and job growth. Each Tourism Division staff member was asked to look at their current year budget items and project expenditures from March to September 30, 2021, and then to project each of the budget line items pertaining to their area of responsibility for the FY 22 budget year. Those calculations were then uploaded to the County’s GovMax on-line budgeting system. The proposed division budget was reviewed by the County Manager and will be reviewed in a workshop by the County Commission in June 2021. Revenue from the Tourist Development Tax for the funds under the supervision of the Tourism Division through March collections is currently about 8% above this time in FY 20 and has equaled FY 19 levels . We project that by fiscal year end (FY 21), TDT revenue will be about $29.8 Million, or 19.5% above our projected revenue for FY 21. The strong growth of TDT revenue is a direct result of a fast recovery from COVID in 2020. Secondary research sources indicate that US and European traveler pent up demand will continue our strong recovery in FY 22. Visitor spending for the coming year should continue to grow as we have seen in the last few years. Budget Highlights: Fund 184- Tourism Promotion: TDT Revenue for all promotion expenditures are deposited into Fund 184 and distributed to Fund 194 (Tourism Promotion Administration), Fund 196 (Advertising Reserve), Fund 758 (Tourism Capital Projects) and Fund 759 which is the operating fund for the new Paradise Coast Sports and Entertainment Complex. Our overall operating expense request for Fund 184 is projected at $10,313,100, up 23%, reflecting the strong recovery of TDT revenue and the ongoing increase in demand for travel to our community. We are maintaining our support of major events in the amount of $1,035,000, smaller events at $62,300 and Parks & Recreation staff overtime at $10,000. We are returning our advertising and promotion budget to the $5,000,000 level we had budgeted in FY 19 in order to continue our recovery momentum. We have three Category “B” marketing grants totaling $140,000: Artis-Naples Naples International Film Festival (NIFF) $50,000, Gulfshore Opera $15,000, Marco Historical Society $75,000. Group Meeting Support is $100,000 for FY 22, and $100,000 for FY 23. Fund 194- Promotion Administration: Tourism Division staff positions are at 10.00 FTE’s, down 1 FTE from FY 20 with the loss of our Sports Marketing Manager FTE to another division. Overall expenses increase by 6.3%. Total administrative costs are 16.8% of total Category B revenue, well within our Ordinance limit of 32% for administrative costs. 7.I Packet Pg. 300 06/28/2021 Fund 196- Promotion Reserve Fund: The amount in this fund to cover emergency advertising needs is maintained at $1,500,000, which would cover three disaster or emergency situations during the fiscal year and will be replenished from Fund 184 transfers. Fund 193- Non- County Owned Museum Grants: We have 5 grant requests for FY 22 totaling $530,000 for marketing of special exhibits for Artis -Naples $100,000, Golisano Children’s Museum of Naples $100,000, Southwest Florida Holocaust Museum $30,000, Naples Botanical Garden for two events at $200,000 and Naples Zoo at $100,000. The remaining funds in Fund 193 are in reserve for future grant requests. Fund 758 - Tourism Promotion Capital Projects: Funding for planned tourism capital project expenditures are in this Capital Fund. Funding in FY 22 is the proceeds of the Paradise Coast Sports & Entertainment Complex TDT revenue from the 5th penny and transferring those funds to the TDT Revenue Bond Fund (270). The Sports Complex construction budget is shown in Fund 370. The construction budget is supported by TDT Revenue Bond proceeds supplemented. Fund 759 - This fund has been established for operation of the new Sports Complex. This fund receives revenue from both the General Fund 001 at $3,029,100 and Tourism Fund 184 at $473,300 to support operating and sales and marketing costs. The Tourism Division Budget has been prepared with assistance from the County Budget Office. Upon TDC recommendation of the Tourism Division budget, it will be incorporated into the complete County budget and presented to the Board of County Commissioners at two public meetings in September before adoption and subsequently takes effect October 1, 2021. FISCAL IMPACT: Each fund’s expenditures, reserves and transfers are balanced with the associated projected revenue. Tourist Development Tax (TDT) revenue budget is proposed as follows: Beach Park Facilities Fund 183 - $1,068,600, Tourism Promotion Fund 184 - $10,313,100, TDC Museums Fund 193 - $570,100, Beach Renourishment Fund 195 - $11,635,500, County Museums Fund 198 - $2,000,000, Tourism Capital Projects Fund 758 - $4,262,600. Total TDT Revenue - $29,849,900. The overall proposed revenue budget reflects a 19.5% increase over the prior year FY 21. GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan related to this action. LEGAL CONSIDERATION: This item is approved as to form and legality and requires majority vote for approval. - CMG RECOMMENDATION: To recommend approval of the FY 22 Proposed Tourism Division Budget and make a finding that this action promotes tourism. Prepared by: Jack Wert, Tourism Director ATTACHMENT(S) 1. FY 22 Budget Back Up for TDC Agenda 6-28-2021 (PDF) 7.I Packet Pg. 301 06/28/2021 COLLIER COUNTY Collier County Tourist Development Council Item Number: 7.I Doc ID: 16341 Item Summary: Recommendation to approve the FY 22 Proposed Tourism Division budget and make a finding that this action promotes tourism. Meeting Date: 06/28/2021 Prepared by: Title: Administrative Assistant – Tourism Name: Jennifer Leslie 06/22/2021 1:12 PM Submitted by: Title: Division Director – Tourism Name: Jack Wert 06/22/2021 1:12 PM Approved By: Review: Tourism Jennifer Leslie Tourism Division Completed 06/22/2021 1:13 PM Corporate Business Operations Jennifer Reynolds Additional Reviewer Completed 06/22/2021 1:22 PM Tourism Jack Wert Director Completed 06/22/2021 2:11 PM County Manager's Office Sean Callahan Executive Director Completed 06/23/2021 8:46 AM County Attorney's Office Colleen Greene Attorney Review Completed 06/23/2021 9:48 AM Tourist Development Council Jack Wert Meeting Pending 06/28/2021 9:00 AM 7.I Packet Pg. 302 7.I.a Packet Pg. 303 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 304 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 305 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 306 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 307 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 308 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 309 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 310 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 311 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 312 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 313 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 314 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 315 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 316 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 317 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 318 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 319 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 320 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 321 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 322 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 323 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 324 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 325 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 326 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 327 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 328 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 329 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 330 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 331 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 332 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 333 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 7.I.a Packet Pg. 334 Attachment: FY 22 Budget Back Up for TDC Agenda 6-28-2021 (16341 : Approve FY22 Proposed Tourism Division budget) 06/28/2021 COLLIER COUNTY Collier County Tourist Development Council Item Number: 9.A.1 Item Summary: Marketing Partner Report Meeting Date: 06/28/2021 Prepared by: Title: Administrative Assistant – Tourism Name: Jennifer Leslie 06/23/2021 10:14 AM Submitted by: Title: Division Director – Tourism Name: Jack Wert 06/23/2021 10:14 AM Approved By: Review: Tourism Jennifer Leslie Tourism Division Completed 06/23/2021 10:14 AM Corporate Business Operations Jennifer Reynolds Additional Reviewer Completed 06/23/2021 10:18 AM Tourism Jack Wert Director Completed 06/23/2021 10:39 AM County Manager's Office Sean Callahan Executive Director Completed 06/23/2021 2:45 PM County Attorney's Office Jennifer Leslie Attorney Review Skipped 06/23/2021 4:05 PM Tourist Development Council Jack Wert Meeting Pending 06/28/2021 9:00 AM 9.A.1 Packet Pg. 335 Marketing Partner Reports June 2021 TDC 9.A.1.a Packet Pg. 336 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner MARKETING PARTNER REPORTS PART I 9.A.1.a Packet Pg. 337 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner Collier County Tourism Research Presented by: Research Data Services, Inc. June 2021 May 2021 Presented to: The Collier County Tourist Development Council 9.A.1.a Packet Pg. 338 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 4 Economic Indicators 9.A.1.a Packet Pg. 339 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 5 Collier Direct Leisure and Hospitality Employment (Calendar Year)* Jan.Feb.Mar.Apr.May Jun.Jul.Aug.Sep.Oct.Nov.Dec. 2016 29,000 29,700 29,700 29,000 27,500 25,900 25,000 24,800 24,800 26,300 28,500 29,300 2017 30,300 30,700 31,100 30,400 28,700 27,000 25,800 25,900 23,400 26,700 29,200 30,300 2018 30,700 31,600 31,700 30,400 29,000 27,400 26,400 26,200 26,100 27,800 30,300 31,000 2019 31,700 32,400 32,400 31,700 30,100 28,300 27,400 27,100 26,900 28,600 31,200 31,800 2020 32,400 33,000 32,300 17,500 21,400 23,400 22,800 22,600 22,700 24,400 25,700 27,100 2021 29,100 29,400 29,000 29,000 28,000 16,000 22,000 28,000 34,000 MonthlyDirect Leisure and Hospitality Employment* SOURCE: Florida Department of Economic Opportunity, Labor Market Information, Current Employment Statistic Program (CES), Collier County Leisure and Hospitality Sector. (June 2019 through December 2020 employment projections revised as of March 15, 2021 reporting.) May 2021 ∆from May ‘20: +30.8% ∆from May ‘19: -7.0% 9.A.1.a Packet Pg. 340 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 6 Jan.Feb.Mar.Apr.May Jun.Jul.Aug.Sep.Oct.Nov.Dec. 2016 918929 989845 1269961 900594 606833 492413 484074 431729 391844 550316 727634 840501 2017 892,905 946,079 1,252,124 1,032,783 629,321 528,383 530,428 481,185 327,466 581,317 767,064 873,494 2018 965,981 1,053,817 1,379,728 939,957 668,665 546,159 561,039 501,023 418,256 569,553 810,283 958,717 2019 1,050,093 1,117,409 1,482,239 1,111,558 725,754 586,319 570,977 526,519 460,869 638,922 876,703 1,077,818 2020 1,132,103 1,241,590 861,221 53,379 143,004 237,706 256,418 231,283 255,926 417,305 500,468 648,011 2021 686,563 725,735 1,162,342 1,107,004 0 250,000 500,000 750,000 1,000,000 1,250,000 1,500,000 RSW Total Passenger TrafficCY 2016: 8.60 million (+2.8%) CY 2017: 8.84 million (+2.8%) CY 2018: 9.37 million (+6.0%) CY 2019: 10.23 million (+9.1%) CY 2020: 5.98 million (-41.5%) CY 2021 to date: 3.68 million (+12.0%) Southwest Florida International Airport (RSW) Passenger Traffic April 2021 ∆from Apr. ‘20: +1,974% ∆from Apr. ‘19: -0.4% 9.A.1.a Packet Pg. 341 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 7 Tracking Analytics Collier Visitor Metrics 9.A.1.a Packet Pg. 342 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 8 0 20,000 40,000 60,000 80,000 100,000 120,000 140,000 160,000 180,000 200,000 Mar 20 Apr 20 May 20 Jun 20 Jul 20 Aug 20 Sep 20 Oct 20 Nov 20 Dec 20 Jan 21 Feb 21 Mar 21 Apr 21 May 21 Out-of-State 2019 Florida Current Year Out-of-State Current Year Florida 2019 Number of Visitors: Florida vs. Out-of-State Phase 1 Reopening: May 4, 2020 Phase 2 Reopening: June 5, 2020 Phase 3 Reopening: September 25, 2020 May 2021 FL OOS ∆from May ‘20:+98.0%+949.7 % ∆From May ‘19:+43.7%-25.6% 9.A.1.a Packet Pg. 343 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 9 Year to Date 2021 January –May Collier Visitor Profile 9.A.1.a Packet Pg. 344 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 10 Collier Tourism Metrics Calendar Year to Date 2021 (January –May) Number of Visitors Room Nights Economic Impact •893,600 •∆from ‘20:+41.2% •∆ from ‘19: -4.8% •1,197,100 •∆from ‘20: +45.8% •∆from ‘19:-0.8% •$1,322,218,100 •∆from ‘20:+63.3% •∆from ’19: +3.4% 9.A.1.a Packet Pg. 345 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 11 Visitor Origins Calendar Year to Date 2021 (January –May) # Visitors 2020 # Visitors 2021 ∆from ‘20 ∆from ‘19 Florida 204,775 374,567 +82.9%+45.6% Southeast 42,653 79,179 +85.6%+25.2% Northeast 164,838 215,893 +31.0%-10.3% Midwest 107,308 181,107 +68.8%+6.0% Canada *15,119 0 -100.0%-100.0% Europe *66,621 600 -99.1%-99.6% Other 31,686 42,254 +33.4%-7.0% Total 633,000 893,600 +41.2%-4.8% * Canadian 2021 visitation was too small to measure. 9.A.1.a Packet Pg. 346 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 12 Collier Comp Set YTD 2021 (January -April) Occupancy ADR RevPAR 2021 % ∆2021 % ∆2021 % ∆ Naples MSA 68.2%+23.4 $352.23 +14.4 $240.29 +41.2 Naples Upscale 74.0%+25.8 $487.15 +22.0 $360.40 +53.5 Miami-Hialeah 65.9%+5.0 $225.44 -10.8 $148.67 -6.4 Florida Keys 82.7%+25.9 $394.54 +16.8 $326.42 +47.1 Ft. Myers 71.5%+17.7 $191.26 -4.1 $136.75 +12.9 Sarasota-Bradenton 71.7%+25.1 $173.63 +4.1 $124.55 +30.2 Clearwater 71.9%+21.2 $181.94 +12.1 $130.77 +35.9 St. Petersburg 71.5%+22.7 $175.39 +7.3 $125.45 +31.6 Palm Beach County 65.6%+11.4 $227.55 -6.3 $149.24 +4.4 Ft. Lauderdale 71.6%+16.8 $142.25 -21.7 $101.85 -8.5 SOURCE: SMITH TRAVEL RESEARCH, INC. 9.A.1.a Packet Pg. 347 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 13 Collier Comp Set –Occupancy (%) YTD 2021 (January -April) SOURCE: SMITH TRAVEL RESEARCH, INC. Trans % ∆20-21 Grp % ∆20-21 Total Naples MSA 61.3%+79.5 6.8%-67.4 68.2% Miami-Hialeah 58.2%+37.5 4.0%-75.0 65.9% Florida Keys 76.6%+38.0 5.6%-43.3 82.7% Ft. Myers 62.9%+51.7 5.0%-64.8 71.5% Sarasota-Bradenton 62.8%+41.8 7.6%-38.1 71.7% Clearwater 66.2%+56.6 5.6%-67.1 71.9% St. Petersburg 62.1%+48.3 8.2%-45.9 71.5% Palm Beach County 56.5%+44.6 7.8%-51.7 65.6% Ft. Lauderdale 64.4%+46.8 4.6%-65.6 71.6% 9.A.1.a Packet Pg. 348 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 14 Collier Comp Set –ADR ($) YTD 2021 (January –April) Trans % ∆20-21 Grp % ∆20-21 Total Naples MSA $361.57 +13.3 $269.52 -7.0 $352.23 Miami-Hialeah $235.30 -7.0 $193.47 -33.4 $225.44 4Florida Keys $399.60 +16.8 $343.08 +7.9 $394.54 Ft. Myers $199.83 -5.9 $148.21 -21.0 $191.26 Sarasota-Bradenton $181.07 +5.6 $131.60 -15.5 $173.63 Clearwater $184.74 +11.2 $151.37 -1.0 $181.94 St. Petersburg $181.05 +7.8 $140.17 -9.7 $175.39 Palm Beach County $227.75 -9.3 $247.85 -1.7 $227.55 Ft. Lauderdale $146.34 -18.0 $110.75 -46.4 $142.25 SOURCE: SMITH TRAVEL RESEARCH, INC. 9.A.1.a Packet Pg. 349 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 15 May 2021 Collier Visitor Profile 9.A.1.a Packet Pg. 350 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 16 Visitation/Economic Impacts of Tourism Collier May 2021 Visitors 2021 150,100 2020 49,300 Room Nights 2021 219,600 2020 79,600 Economic Impact 2021 $237,430,700 2020 $62,493,600 %∆ +204.5 %∆ +175.9 %∆ +279.9 ∆from ‘19: +2.5%∆from ‘19: +8.4%∆from ‘19: +26.1% 9.A.1.a Packet Pg. 351 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 17 Visitor Origins Collier May 2021 # Visitors 2020 # Visitors 2021 ∆from ‘20 ∆from ‘19 Florida 43,137 85,407 +98.0%+43.7% Southeast 986 14,260 +1,346.2%+16.0% Northeast 2,071 23,866 +1,052.4%+5.9% Midwest 1,627 19,663 +1,108.5%+4.1% Canada *0 0 n/a -100.0% Europe *0 600 n/a -97.3% Other 1,479 6,304 +326.2%-21.7% Total 49,300 150,100 +204.5%+2.5% *May 2020 and 2021 Canadian visitation was too small to measure. May 2020 European visitation was too small to measure. 9.A.1.a Packet Pg. 352 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 18 Licensed Transient Lodging Units Licensed Transient Lodging Units 2020 2021 % ∆ Hotel 6,247 6,261 +0.2 Motel 2,013 1,810 -10.1 Apartment/Vacation Rental 2,812 3,036 +8.0 Total Licensed Lodging Units 11,072 11,107 +0.3 Collier May 2021 * Source: Florida Department of Business and Professional Regulation (DBPR). 9.A.1.a Packet Pg. 353 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 19 Occupancy/Room Rates Collier May 2021 Occ.72.4%25.6%70.4%‘20: +175.0% ‘19: -2.8% ADR $230.00 $190.77 $315.80 ‘20: +65.5% ‘19: +37.3% RevPAR $166.50 $48.84 $222.32 ‘20: +355.2% ‘19: +33.5% 2019 2020 2021 ∆from 9.A.1.a Packet Pg. 354 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 20 Collier Comp Set April 2021 Occupancy ADR RevPAR 2021 % ∆2021 % ∆2021 % ∆ Naples MSA 75.6%+585.4 $366.68 +221.9 $277.10 +2,106.1 Naples Upscale 81.9%+1,110.6 $514.79 +215.7 $421.63 +3,721.4 Miami-Hialeah 72.0%+215.6 $233.80 +154.1 $168.31 +701.8 Florida Keys 90.5%+1,047.0 $427.67 +215.1 $386.96 +3,513.6 Ft. Myers 80.6%+366.0 $190.35 +148.5 $153.45 +1,057.9 Sarasota-Bradenton 79.4%+350.4 $187.30 +118.9 $148.72 +886.0 Clearwater 84.8%+300.0 $209.38 +215.5 $177.58 +1,161.9 St. Petersburg 80.1%+287.3 $205.13 +165.4 $164.41 +928.1 Palm Beach County 72.7%+282.0 $224.84 +66.3 $163.44 +535.5 Ft. Lauderdale 78.5%+244.4 $154.31 +81.1 $121.21 +523.8 SOURCE: SMITH TRAVEL RESEARCH, INC. 9.A.1.a Packet Pg. 355 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 21 Collier Comp Set –Occupancy (%) April 2021 SOURCE: SMITH TRAVEL RESEARCH, INC. Trans % ∆20-21 Grp % ∆20-21 Total Naples MSA 66.5%+504.7 9.0%+30,739.0 75.6% Miami-Hialeah 62.7%+494.7 5.2%-7.3 72.0% Florida Keys 81.7%+1,595.0 8.2%+167.2 90.5% Ft. Myers 68.9%+363.4 7.3%+1,073.3 80.6% Sarasota-Bradenton 67.4%+304.7 10.4%+2,551.7 79.4% Clearwater 76.4%+260.3 8.4%0.0 84.8% St. Petersburg 68.9%+287.0 10.4%+664.7 80.1% Palm Beach County 62.0%+471.0 9.2%+62.5 72.7% Ft. Lauderdale 69.4%+424.1 6.5%-3.5 78.5% 9.A.1.a Packet Pg. 356 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 22 Collier Comp Set –ADR ($) April 2021 Trans % ∆20-21 Grp % ∆20-21 Total Naples MSA $380.64 +233.8 $265.21 +255.8 $366.68 Miami-Hialeah $245.74 +158.0 $200.14 +130.7 $233.80 Florida Keys $438.69 +261.7 $330.61 +108.7 $427.67 Ft. Myers $202.02 +169.0 $140.37 +99.0 $190.35 Sarasota-Bradenton $199.21 +130.5 $129.61 +52.8 $187.30 Clearwater $215.56 +224.8 $153.31 0.0 $209.38 St. Petersburg $211.93 +183.7 $167.43 +119.3 $205.13 Palm Beach County $235.89 +178.1 $171.33 -35.1 $224.84 Ft. Lauderdale $160.43 +104.5 $112.33 +32.0 $154.31 SOURCE: SMITH TRAVEL RESEARCH, INC. 9.A.1.a Packet Pg. 357 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 23 Airports of Deplanement (Top Six) Collier May 2021 61.4 18.4 n/a n/a 2.7 7.5 70.0 8.4 4.6 4.1 4.0 2.50 10 20 30 40 50 60 70 80 RSW Miami Punta Gorda Naples Tampa Ft. Lauderdale % 2019 2021 % of Visitors Who Fly 2019 58.4% 2021 37.0% 9.A.1.a Packet Pg. 358 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 24 Party Size/LOS This May, visitor party size averaged 2.6 travelers who stayed for 2.9 nights in the Naples, Marco Island, Everglades area (May 2020: 2.3 people; 3.2 nights --May 2019: 2.5 people; 3.0 nights). Collier May 2021 9.A.1.a Packet Pg. 359 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 25 First Time Visitors (% Yes) Collier May 2021 6.0 5.0 42.7 40.9 48.7%45.9% 0 15 30 45 60 2019 2021 % New Market Share Gain from FL 9.A.1.a Packet Pg. 360 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 26 Percent Group Business Collier May 2021 29.1 10.6 0 10 20 30 40 Group % 2019 2021 9.A.1.a Packet Pg. 361 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 27 59.5 61.1 0 10 20 30 40 50 60 70 % YES Area Information Seen/Heard/Read 2019 2021 48.5 51.5 0 10 20 30 40 50 60 70 % YES Directly Influenced by Information to Visit * 2019 2021 See/Hear/Read vs. Influenced Collier May 2021 * Base: Saw/Heard/Read Information (% Yes) 9.A.1.a Packet Pg. 362 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 28 Information Fully 98.1% consult the web for trip information, with some 83.5% making bookings for their trip online area (May 2019 Consult: 95.0%; Book: 79.2%). Collier May 2021 9.A.1.a Packet Pg. 363 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 29 Visitor Perceptions Collier May 2021 •96.7%Satisfaction 97.3% •92.1%Would Recommend 93.3% •14.7%More Expensive 20.7% •89.2%Plan to Return 91.3% 2019 2021 9.A.1.a Packet Pg. 364 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06.21.21 30 Average Age/Median Income Collier May 2021 •47.0 Average Age (years)46.6 •$145,279 Median HH Income $142,096 2019 2021 9.A.1.a Packet Pg. 365 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner ADVERTISING REPORT Paradise Advertising & Marketing, Inc. 9.A.1.a Packet Pg. 366 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner Spring/Summer Creative 9.A.1.a Packet Pg. 367 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner Leisure 9.A.1.a Packet Pg. 368 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner Leisure 9.A.1.a Packet Pg. 369 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner Leisure Golf 9.A.1.a Packet Pg. 370 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner Culinary 9.A.1.a Packet Pg. 371 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner Sports 9.A.1.a Packet Pg. 372 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner Sports Banners 9.A.1.a Packet Pg. 373 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner National Public Relations Update TDC Meeting Services conducted in May 2021 9.A.1.a Packet Pg. 374 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner Media Highlights LHG & CVB PR EFFORTS –May 2021 Media Impressions: 13,514,397 Media Value: $93,316 9.A.1.a Packet Pg. 375 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner Media Highlights 9.A.1.a Packet Pg. 376 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner Media Highlights 9.A.1.a Packet Pg. 377 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner Media Highlights 9.A.1.a Packet Pg. 378 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner Projects/Media Outreach Press Release: April Visitation Numbers Agency distributed release on April’s tourism numbers to in- state and trade media Press Release: Group Meetings on the Paradise Coast Agency drafted release on new group meetings in Collier County Press Release: Summer Travel Agency developing a summer press release highlighting that “only Paradise will do” for this summer’s family gatherings. 9.A.1.a Packet Pg. 379 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner Media Visits Palm Beach Media Group: Paul Rubio Visiting destination on assignment for story on private photography tours Outlets include Palm Beach Illustrated and Naples Illustrated Chicago Parent Magazine: Cortney Fries Interested in visiting Marco Island in October Also contributes to Family Vacationist, which syndicates to USA Today network 9.A.1.a Packet Pg. 380 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner COVID-19 Crisis Communications Coronavirus Special Edition, Paradise Coastlines Continued monthly newsletters LHG and Client also continued monthly Zoom webinar. Partner Newsletter Agency resume monthly partner newsletters Coronavirus Bi-weekly Conference Calls Client, LHG and Paradise Advertising teams participated in bi-weekly calls to review destination updates related to COVID-19. 9.A.1.a Packet Pg. 381 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner Looking Ahead Pitches Beaches on the Paradise Coast Fishing and golf getaways Upcoming summer programming “Best of” Categories Projects Kidd Kraddick Radio Show 9.A.1.a Packet Pg. 382 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner Paradise Advertising Digital & Social Media 9.A.1.a Packet Pg. 383 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner In May the Spring/Summer Campaign launched on 5/3.We also had LGBTQ, Weddings,Golf and Museums running. OVERALL DISPLAY Overall we served 8,162,543 display impressions and delivered 19,067 clicks,with a CTR of .24%. OVERALL VIDEO There were 1,511,418 completed video views with a VCR of 91.3%,up 2.8 points from April. Top performing DISPLAY vendors in the Spring/Summer Campaign: -Division D wit h a .27 CTR -Also perf orming ext rem ely well was Sojern wit h a .24% -It should be noted that overall the top CTR vendor of the Spring/Summer campaign was Expedia with a ,53%,but it does not click through to the Paradise Coast website, but t o t he dest inat ion's landing page on Expedia. Top perf orm ing VIDEO vendors in t he Wint er Cam paign: -Hulu wit h a 99%and iSM (Leisure Golf )wit h a 97.5% -LGBTQ campaign digital partner PASSPORT did an extremely strong 1.56% -Top vendor in t he MUSEUMS cam paign was Madden Media wit h t he ret arget ing banners to those who visited the Arts &Culture pages of VF website,with a .74%. -WEDDINGS campaign's top vendor was Wedding Trade Desk (formerly Brideclick) wit h an am azing 6.2%CTR TOTAL MEDIA IMPRESSIONS Last M ont h (M ay 1 -31)c 8.16M ▲39%Compare:5.85M TOTAL VCR Last Month (May 1 -31)c 91.3% ▲3%Compare:88.5% Benchmarks CTR:.08% VCR:70% TOTAL MEDIA SPEND Last M ont h (M ay 1 -31)c $271.7k ▲86%Compare:$146.1k TOTAL CTR Last Month (May 1 -31)c 0.24% ▼14%Compare:0.27% Digital M edia Perf orm anc e -Met ric s K last update Jun 9,2021 at 05:05 AM 3 9.A.1.a Packet Pg. 384 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner Top Banner creative across all cam paigns w as t he Hi5t ory 320x50 w it h a .79%CTR. Top performing **Spring/Summer Campaign **banner creat ive was Fam ilies w it h a .19% f ollowed closely by LGBTQ Wom en. Top Video creative w as Florida Sw ing,of t he Leisure golf cam paign,wit h a 97.5%VCR. Digital M edia Perf orm anc e -Creative K last update Jun 7,2021 at 06:06 PM 3 9.A.1.a Packet Pg. 385 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 819.4k IM PRESSIONS Last Mont h (May 1 -31)c ▲4% Com pare:791.5k M ay 4 May 7 0 May 1 100k 200k 300k May 10 May 13 Impressions (QB) May 16 M ay 19 M ay 22 May 25 M ay 28 Ma… Previous (Apr 1 -30) In the month of May,we continued running the LGBTQ focused campaign while launching the Spring/Summer campaign across Facebook and Instagram Results: -819,300 Impressions,a 4%increase over t he previous month. -10,176 Clicks,a 39%increase over April. -The increase in clicks did result in strong CTRs for both the LGBTQ and Spring/Summer campaigns.LGBTQ saw a 33%increase on its already great CTR, seeing a 10.14% CTR while the Spring/Summer campaign began it's Traffic phase with a great 2.54% CTR, both above the 0.9% Travel industry benchmark. Δ CCT 0209 FY21 LGBTQ Traffic (23847010194300191)10.14%▲33% CCT 0362 FY21 Spring/Summer Traffic (23847235797970191)2.54% CCT 0209 FY21 LGBTQ Engagem ent (23846900574830191)0.60%▼5% CCT 0362 FY21 Spring/Summer Engagement (23847065638440191)0.44% CTR (LINK CLICK-TH ROUGH RATE)BY CAM PAIGN Last Mont h (May 1 -31)c Campaign Last Month 10,181 LINK CLICKS Last Mont h (May 1 -31)c ▲39% Com pare:7,318 May 4 May 7 0 M ay 1 500 1,000 2k May 10 May 13 Clicks (All) May 16 May 19 May 22 May 25 May 28 Ma… Previous (Apr 1 -30) Facebook Ads -M etrics K last update Jun 9,2021 at 07:10 PM 3 9.A.1.a Packet Pg. 386 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 348.9k POST ENGAGEMENT Last M ont h (M ay 1 -31)c ▲2% Compare:340.7k 0 May 1 125k 100k 75k 50k 25k May 6 May 11 May 16 May 21 May 26 M… Post Engagement Previous (Apr 1 -30) IM PRESSIONS Last M ont h (M ay 1 -31)c 819.4k ▲4%Compare:791.5k Facebook Ads -Creat ive K last update Jun 9,2021 at 08:43 PM 3 9.A.1.a Packet Pg. 387 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner #NAME IMPR.CTR /Weddings FY21 1349 9,974 4.53 2 CCT Spring Summer FY21 241.7k 3.6 3 CCT LGBT Q FY21 0208 16,260 3.43 4 CCT Leisure Golf 1496 264.6k 0.81 5 CCT Meetings and Sports 0079 267.5k 0.8 CAMPAIGNS OVERVIEW Last M ont h (M ay 1 -31)c AVG.CPC Last M ont h (M ay 1 -31)c $0.72 ▼1%Compare:$0.73 800k IM PRESSIONS Last Mont h (May 1 -31)c ▲37% Com pare:585.4k May 4 May 7 0 May 1 60k 40k 20k May 10 May 13 Impressions May 16 May 19 May 22 May 25 May 28 Ma… Previous (Apr 1 -30) 12,032 CLICKS Last M ont h (M ay 1 -31)c ▲92% Compare:6,274 0 May 1 100 200 300 400 500 May 6 May 11 May 16 May 21 May 26 M… Clicks Previo us (Apr 1 -30) IMPRESSION BY CAMPAIGN Last M ont h (M ay 1 -31)c CCT Meet … 33.4% CCT Leisure Golf 14… 33.1% CCT LGBTQ … 2% CCT Spri… 30.2% Weddings FY21 1349 1.2% 800k Total Paid Search -Google K last update Jun 9,2021 at 09:17 PM 3 9.A.1.a Packet Pg. 388 Attachment: MARKETING PARTNER RPT May Activity Final (16345 : Marketing Partner 06/28/2021 COLLIER COUNTY Collier County Tourist Development Council Item Number: 9.B.1 Item Summary: Marketing Partner Report Meeting Date: 06/28/2021 Prepared by: Title: Administrative Assistant – Tourism Name: Jennifer Leslie 06/23/2021 10:32 AM Submitted by: Title: Division Director – Tourism Name: Jack Wert 06/23/2021 10:32 AM Approved By: Review: Tourism Jennifer Leslie Tourism Division Completed 06/23/2021 10:34 AM Corporate Business Operations Jennifer Reynolds Additional Reviewer Completed 06/23/2021 10:34 AM Tourism Jack Wert Director Completed 06/23/2021 10:41 AM County Manager's Office Sean Callahan Executive Director Completed 06/23/2021 2:45 PM County Attorney's Office Jennifer Leslie Attorney Review Skipped 06/23/2021 4:06 PM Tourist Development Council Jack Wert Meeting Pending 06/28/2021 9:00 AM 9.B.1 Packet Pg. 389 MARKETING PARTNER REPORTS PART II 9.B.1.a Packet Pg. 390 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner TOURIST TAX COLLECTIONS Collier County Tax Collector 9.B.1.a Packet Pg. 391 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner 9.B.1.a Packet Pg. 392 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner 9.B.1.a Packet Pg. 393 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner 9.B.1.a Packet Pg. 394 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner 9.B.1.a Packet Pg. 395 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner 9.B.1.a Packet Pg. 396 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner ParadiseCoast.comMonthly Report May 2021 Naples, Marco Island & the Everglades CVB 9.B.1.a Packet Pg. 397 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner AgendaMay 2021 Web Report 1.Website Performance 2.Personalization Performance 3.Recommendations 9.B.1.a Packet Pg. 398 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner May Site Performance 9.B.1.a Packet Pg. 399 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner Website Visits Over Time 9.B.1.a Packet Pg. 400 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner May Website Visits By Day 9.B.1.a Packet Pg. 401 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner Overall Performance 2021 2020 2019 ●Visits:119,575 +8% +17% ●Pageviews:211,266 +14%+17% ●Pages/Visit:1.77 +5%+0% ●Time on Site:1:19 -4% +0% ●Bounce Rate: 64%+11% -0% ●Homepage BR: 49%+3% -20% Activity & Engagement (YOY Comparison) 0 20000 40000 60000 80000 100000 120000 May 2019 May 2020 May 2021 TOTAL VISITS YOY COMPARISON 9.B.1.a Packet Pg. 402 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner Organic Performance 2021 2020 2019 ●% of Total Visits: 59% ●Visits:70,715 -4% +21% ●Bounce Rate:58%+7% +4% Organic Activity & Engagement (YOY) 0 10000 20000 30000 40000 50000 60000 70000 80000 May 2019 May 2020 May 2021 ORGANIC VISITS YOY COMPARISON 9.B.1.a Packet Pg. 403 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner Signals of Intent to Travel (SITs) Goal Completions (YOY Comparison)2021 2020 2019 ●Guide Order Form Submissions: 716 +82%+34% ●Newsletter Signups:260 +31%+28% ●Deals Pageviews:3,588 +154%+22% ●Hotels & Rentals Listings Pageviews:5,183 +42% +70% ●eBook Views:309 +147%+63% ●Total Conversions: 9,580 +91% +42% 9.B.1.a Packet Pg. 404 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner Top Pages Across All Traffic Types 1.Homepage 12,933 views 2.Events landing page 10,197 views 3.Celebrities in Naples article page 7,534 views 4.Explore Naples Safely landing page 5,615 views 5.eNewsletter Sign-up page 3,954 views 6.Discover Marco Island article page 3,792 views 7.Beach Conditions landing page 3,547 views 8.Marco Island landing page 3,198 views 9.Coronavirus Information page 2,887 views 10.Meetings landing page 2,644 views 9.B.1.a Packet Pg. 405 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner Top Geo Markets o Top State Markets: •Florida •New York •Georgia •Illinois •Texas o Top Cities: •Naples •Miami-Fort Lauderdale •NYC •Tampa-St. Pete •Orlando 9.B.1.a Packet Pg. 406 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner International Markets •PORTUGUESE: Visits:264 +53% Time on Site:2:10 -17% Bounce Rate: 64% -7% •SPANISH: Visits:2767 N/A Time on Site:1:35 N/A Bounce Rate:72%N/A •GERMAN: Visits: 807 +25% Time on Site:1:31 +51% Bounce Rate:66%+2% International Sites (YOY Comparison) 9.B.1.a Packet Pg. 407 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner Book Direct Performance o BookDirect Widget Searches: 1,431 2,131 o BookDirect Click-Thrus (Referrals to Properties):1,266 948 o Average Time Spent on Results Page (All Devices): 4.3 min 0.9 min o Bounce Rate (BR): 33%67% o Search-to-Referral Ratio: Overall:88%44% Desktop:215%131% Mobile:30%26% Activity & Engagement (YOY 2021/2019)MAY 2021 MAY 2019 9.B.1.a Packet Pg. 408 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner Personalization & Optimization 9.B.1.a Packet Pg. 409 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner Personalization & Optimization Segment Impressions CTR % Local 1,625 2.89% Drive 2,343 1.58% Atlanta 972 0.82% NYC 977 2.35% NE General 1,185 2.62% Chicago 513 3.9% MW General 632 3.3% Segment Impressions CTR % Other 3,184 3.05% UK 102 11.76% PT-BR 34 2.94% DE 58 6.9% SPA 107 4.67% eNews fly-in 29,532 9.79% Events fly-in 2,301*14.04% *Campaign was disabled May 12. 9.B.1.a Packet Pg. 410 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner Personalization & Optimization PC = Personalized Content Pages Per Visit o Didn’t see PC: 1.2 o Saw PC: 3.1 +74% o Clicked PC: 4.8 +173% May Engagement Average Time Spent o Didn’t see PC: 0:32 o Saw PC: 3:09 +138% o Clicked PC: 4:13 +219% Bounce Rate o Didn’t see PC: 79% o Saw PC: 29% -55% o Clicked PC: N/A 9.B.1.a Packet Pg. 411 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner Content Recommendations ●To engage families planning travel in the short and long term (i.e., summer trips as well as visits related to youth sports tournaments in the fall), add content related to families, i.e. free & affordable family fun, top resorts for families and kid-friendly dining options. ●Deeper beach-related planning content has great value for both SEO and engagement. For example, monthly searches related to parking for area beaches exceeds 2,000. Consider adding new beaches content that takes a different angle than existing beaches content, i.e. Beach Parking in Naples & Marco Island or Beaches with Amenities. ●To maintain relevant information for residents and visitors alike, continue updating Paradise is Open / What to Expect page as the situation evolves. 9.B.1.a Packet Pg. 412 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner Key Takeaways Conclusions & Takeaways ●Traffic rose 8% over May 2020, when Florida largely reopened. But it rose by 14% over May 2019, making it the strongest May in at least the past five years. ●This increase is due in large part to a 113% increase in campaign traffic. ●Organic visits fell slightly over May 2020, but they rose by 21% over May of 2019 –and the majority of SITS were the result of organic traffic. ●All SITS saw increases over May 2020 and May 2019 – some by triple-digit percentages. 9.B.1.a Packet Pg. 413 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner Thank you milespartnership.com 9.B.1.a Packet Pg. 414 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner ON LINE HOTEL BOOKING SERVICES Book Direct-JackRabbit Systems 9.B.1.a Packet Pg. 415 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner 9.B.1.a Packet Pg. 416 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner VISITATION MAY 2021 9.B.1.a Packet Pg. 417 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner 3,569 TOTAL VISITORS IN MAY May 2020 May 2021 Collier Museum at Government Center 0 690 Naples Depot Museum 0 411 Marco Island Historical Museum 0 1362 Museum Of The Everglades 0 987 Immokalee Pioneer Museum at Roberts Ranch 0 119 TOTAL 0 3569 *All museums were closed due to COVID 3/28/2020 and reopened 6/5/2020. 9.B.1.a Packet Pg. 418 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner 0 10000 20000 30000 40000 50000 60000 70000 80000 90000 100000 January February March April May June July August September October November December Year -to-Date Visitation 2018 2019 2020 2021 9.B.1.a Packet Pg. 419 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner Where are you from? 9.B.1.a Packet Pg. 420 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner How did you hear about us? 9.B.1.a Packet Pg. 421 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner Please explain why you would or would not recommend this museum to others. PLEASE EXPLAIN WHY YOU WOULD OR WOULD NOT RECOMMEND THIS MUSEUM TO OTHERS. Very interesting Great history of Marco -loved it! Thanks to Heather Fascinating history including more recent effects of environmental awareness to stop dredging and fill permits Fascinating history! The history and artifacts are extremely amazing Extremely educational on the history of Marco Island 9.B.1.a Packet Pg. 422 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner Please explain why you would or would not recommend this museum to others. Please explain why you would or would not recommend this museum to others. Would/ to see the growth of the museum 100% recorded historical It’s a good way to learn the history of the Island It is wonderful. What a surprise. Thank you Very nice and clean This museum fills in many gaps in the history that I have been thought from grade school on up. 9.B.1.a Packet Pg. 423 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner Please rate your overall experience with this Museum. #Field Minimum Maximum Mean Std Deviation Variance Count 1 Please rate your overall experience with this Museum. 1.00 5.00 4.78 0.64 0.41 143 4.78 of 5.0 Satisfaction 9.B.1.a Packet Pg. 424 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner How satisfied were you with the service you received? #Field Minimum Maximum Mean Std Deviation Variance Count 1 How satisfied were you with the service you received? 1.00 5.00 4.78 0.64 0.41 143 4.78 of 5.0 Satisfaction 9.B.1.a Packet Pg. 425 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner How likely are you to recommend this Museum to a friend or colleague? 9.B.1.a Packet Pg. 426 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner CURRENT EXHIBITS 9.B.1.a Packet Pg. 427 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner April 6 –July 10, 2021 Marco Island Historical Museum FISH, FRUIT AND FINE DINING: MARCO ISLAND’S FOOD CULTURE 9.B.1.a Packet Pg. 428 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner May 1 –August 28, 2021 Naples Depot Museum ADORABLE MONIQUE : CONNECTIONS IN NATURE 9.B.1.a Packet Pg. 429 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner June 12 –August 28, 2021 Collier Museum at Government Center SWAMP ANGELS: A HISTORY OF MOSQUITOES AND MOSQUITO CONTROL 9.B.1.a Packet Pg. 430 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner June 1 –August 27, 2021 Museum of the Everglades BANKING ON PAST, SAVINGS FOR THE FUTURE : THE LEGACY OF BARRON COLLIER’S BANK OF EVERGLADES 9.B.1.a Packet Pg. 431 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner May 1 –July 17, 2021 Immokalee Pioneer Museum at Roberts Ranch ON THE HOOF: PORTRAITS & LANDSCAPES BY JO -ANN SANBORN 9.B.1.a Packet Pg. 432 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner THANK YOU Questions? 9.B.1.a Packet Pg. 433 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner 9.B.1.a Packet Pg. 434 Attachment: MARKETING PARTNER RPT May Activity Final (16346 : Marketing Partner 06/28/2021 COLLIER COUNTY Collier County Tourist Development Council Item Number: 11.A Item Summary: Tourism Staff Reports Meeting Date: 06/28/2021 Prepared by: Title: Administrative Assistant – Tourism Name: Jennifer Leslie 06/21/2021 8:45 AM Submitted by: Title: Division Director – Tourism Name: Jack Wert 06/21/2021 8:45 AM Approved By: Review: Tourism Jennifer Leslie Tourism Division Completed 06/21/2021 8:45 AM Corporate Business Operations Jennifer Reynolds Additional Reviewer Completed 06/21/2021 9:08 AM Tourism Jack Wert Director Completed 06/21/2021 9:09 AM County Manager's Office Sean Callahan Executive Director Completed 06/22/2021 11:09 AM County Attorney's Office Colleen Greene Attorney Review Completed 06/22/2021 11:32 AM Tourist Development Council Jack Wert Meeting Pending 06/28/2021 9:00 AM 11.A Packet Pg. 435 DIRECTOR ACTIVITIES-Jack Wert-May 1-31,2021 PERIOD AT A GLANCE 2021 2020 Number of Advocacy Contacts 9 4 Number of Trade Show/Conferences 3 0 Number of Tourism Industry/Inter Div. 13 6 Number of PR Interviews/Communications 20 16 1 Advocacy ·Collier Chapter -Florida Restaurant & Hotel Association Board Meeting ·Monthly Meetings with Emergency Ops on COVID-19 situation (1) ·Destinations International Advocacy Committee Weekly Meetings (4) ·Sunshine Sports Council Weekly Conference Call on status of events & protocols (2) ·Monthly Partner e-newsletter on COVID-19 response Trade Shows/Tourism Industry Conferences ·Attended Opening Event of Incentive Research Foundation and delivered Welcome Message at JW Marriott ·Destinations International CEO Summit-Tampa FL ·Presentation to Florida PR Association on COVID recovery PR tactics Tourism Industry & Intra-Division Meetings ·Zoom Webinar with Partners on COVID Recovery plans ·Parks & Recreation Sports Weekly Event Reviews (2) ·Sports Marketing Team Monthly Conference Call to discuss sports marketing plan ·Weekly Tourism Division Staff Meetings (4) ·Meeting with Naples Pickleball Center on future promotions ·Russ Burland meeting on new ticketing service ·Monthly call with Diamonde European Representatives ·Brand USA Traveler Sentiment Study results ·Arrivalist meeting on April research results Public Relations/Communications ·Media interviews: WINK; NBC-2; ABC-7;Fox News,Naples News (2), Bob Harden; Florida Weekly, Gulfshore Business ·Bi Weekly Calls with Lou Hammond Group and Paradise Advertising on Coronavirus response (2) ·Gulf Coast Regional CVB PR Conference Call on Coronavirus & Manatee Cty. Dam Crisis (2) ·Conference Calls on COVID response with US Travel Assoc, Destinations Intl., Destinations Florida, VISIT FLORIDA, Brand USA ·Presentation to PR University group on COVID Recovery ·UK Special Video on Paradise Coast offerings at Edgewater Beach Hotel Promotional Activities/Special Events 3 1 11.A.a Packet Pg. 436 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) Director Activities-Cont. Promotional Activities/Special Events ·Preliminary meeting with Paradise Advertising on FY 22 Strategic Plan ·Meeting with Joe Veneto on Round 2 of Authentic Experiences ·Clarity of Place presentation on destination planning opportunities 11.A.a Packet Pg. 437 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) DEPUTY DIRECTOR ACTIVITIES –Paul Beirnes –May 1 –31, 2021 TASK 2020 2021 Strategic Planning Projects -10 Collateral Development -39 Staff Planning & Development -18 New Projects -2 This staff position was filled at the start of FY 21, so we do not have comparable statistics for 2020. These are the projects and tasks that the Deputy Director is currently working on: Current and Upcoming Significant Strategic Initiatives How To Do Florida -TV show: During the month of May the destination successfully executed the filming of a 30 minute televised destination focused episode of a show that will begin syndication airing in August on Fox Sports. The show is intended to spark fall in-state interest and visitation. Nationally Syndicated Radio Remote Broadcast: Leading in the logistics of all broadcast details surrounding a week-long nationally syndicated radio broadcast of the Kidd Kraddick Morning show. This syndicated broadcast airs in over 90 domestic markets. The show will air August 2nd –6th from the JW Marriott and promote the breadth and depth of the destination. This effort is in partnership with Visit Florida. 2022 Strategic Planning:Over the course of the next few months a tremendous focus will be on the development of a robust Marketing and Sales Plan for 2022. Part of that effort will include a July Partner planning session as well as similar efforts involving the CVB’s agencies and reps. Partner alignment and meetings: Over the course of the past 7 months (upon my arrival), focus and time has been purposely concentrated on applying strategic refinement to process and procedures across the organization. At this point a concentrated effort will begin to meet and familiarize myself with the operations, needs and alignment between the CVB and our individual partners, leaders and community leadership in order to ensure strategic alignment and continued value to our destination. Trade Shows / Tourism Industry Conferences ·Attended May 19 –21 Destinations Florida marketing summit in St Augustine FL attended by all destination marketing / CVBs in the State of Florida regarding marketing and advocacy trends. Tourism Industry & Intra-Division Meetings ·Monthly team meeting with Sports Force Inc ·Bi-weekly Meeting with Parks & Resorts –upcoming events ·Attend monthly Sunshine Sports Council meeting ·Attend bi-weekly County EOC Covid-19 conference call ·Attend monthly TDC meeting ·Attend monthly CVB Partner meeting ·Attend monthly Florida DMO crisis call ·Meet with hotel partners to pitch the hosting of an upcoming radio broadcast ·Attend planning meeting with German trade representative Diamonde 11.A.a Packet Pg. 438 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) GROUP MEETING SALES REPORT Lisa Chamberlain –Group Sales Manager Reporting Period: May 1 –31, 2021 2020 2021 Number of Meeting Planner Contacts 56 direct contacts Debi 70 Number of RFP leads sent to hotel partners 15 leads –slowed down due to Coronavirus 19 53 Leads sent $14,799,961.00 estimated Econ impact Number of Groups booked 0 booked note: 20 groups cancelled this period and 15 turned lost (that were booked then lost all due to coronavirus 1 groups booked Total Room Nights/Econ. Impact for Period booked 1 booking on Midwest report $330,331.78 direct spending EI; 276 total room nights booked Number of RFP Enhancement (RFPE) Requests 0 1 Rotary Number of RFPE’s to Contract 1 pending rebook 0 Client Site Visits & FAM’S All sites cancelled American College of Construction Lawyers SITE Donna Passons & John Bulman Naples Grande Hotel Partner Site Visits 0 2 Number of Shows Attended Two virtual trade shows/conferences completed 1 WILMI EVENTS ATTENDED May 2-3, 2021 Welcomed MPI Tampa Chapter Board members during their Board Retreat at Innovation Hotel. Attended MPI After 5 networking event with board members, local planners and attendees. May 17-19, 2021 Northstar WILMI (Women in Leadership Meetings & Incentives)at EPIC Hotel in Miami. Maura and Lisa alternated attending. We had 18 appointments, several networking events, including luncheon yacht cruise, and reception at Kimpton Surfcomber. Received one immediate RFP and we are following up with attendees. Significant excitement about the destination. May 26th Joined Claudia with her VF Latin American Fam May 26th Attended FRLA End of Season Mixer at Ritz-Carlton Golf Resort Naples SALES ACTIVITIES Connecting with and assisting meeting planners who have submitted RFPs. ·5/2: Sunday welcome presentation to MPI Tampa Bay chapter Board Retreat at Innovation Hotel ·5/3: MPI After 5 Networking event at Innovation Hotel with planners and local partners ·5/5: IRF Incentive Research Foundation planning meeting with IRF Staff at JW Marriott ·5/6: WILMI Appointment review and selection with Maura ·5/10: American College of Construction Lawyers site details w/ Lee County 11.A.a Packet Pg. 439 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) ·5/11: Angel Launch Silicon Valley Investment Summit 2022 site arrangements ·5/12 FSAE Associate Advisory Committee Call discussing upcoming AAC Session at Annual ·5/17: Client visit/meeting Stephanie Higgins with H-ISAC at Naples Grande Beach Resort ·5/18: WILMI Appointment conference in Miami (see above) ·5:20: Site Visit American College of Construction Lawyers Naples Grande ·5/24: Zahava Stroud Angel Launch Investment Summit ·5/26: IRF Educational Invitational Partner Webinar for upcoming event ·5/26: Partner Site visit Paige Rhodes Edgewater Resort ·5/26: Joined Claudia with her Latin American FAM ·5/26: Attended FRLA End of Season networking ·5/27: Met with Staybridge Suites Director of Area Sales in the office OBSERVATIONS/TRENDS It is evident that ‘the cloud of uncertainty’ is lifting and meeting planners are feeling more confident about future planning. Reportedly, attendees are also eager and more comfortable attending in person meetings. After attending my first in person meeting at WILMI in Miami, and in preparation for attending/hosting IRF, I am seeing strong safety protocols being implemented and followed. Meeting organizers are providing detailed instructions for uploading health records into independent medical portals prior to arrival, as well as conducting temperature checks upon entry. Noticeable increase in amount of RFPs being received, many are smaller corporate and incentive groups, however larger meetings are being sourced, as well. It is currently challenging to find availability for meeting space/dates in Jan/Feb/Mar 2022. Meeting Planner clients are feeling more confident with traveling to shows, as well. Many meeting planners report more positive outlook, however still not being able to consider or contract for any meetings beyond March 2022, until they see what next few months look like. Industry counterparts have been traveling and attending tradeshows and conferences, with plans to continue attending in person meetings. 11.A.a Packet Pg. 440 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) TRAVEL INDUSTRY & LEISURE MARKET SALES REPORT Claudia Cianfero –Travel Industry Sales Manager May 1 –31, 2021 PERIOD AT A GLANCE 2020 2021 Number of Travel Agent Contacts 1 22 Number of Tour Operator Contacts 2 5 Number of FAM’s/Site Visits 0 1 Number Trade Shows Attended 0 1 EVENTS RECAP: Oasis Travel Network Virtual Show May 13, 2021 We partnered with OTN to educate their network of 3000+ travel agents on the Paradise Coast through a series of activities. We have a supplier page on their intranet, one hour zoom forum, 2 virtual tradeshows, a FB video interview, and another zoom with their “New to Travel” members. On May 13th we had our first virtual trade show with their membership. We had 22 agents visit our booth and zoom meet with us. Most were familiar with the destination and a few were actively selling it. We did have a few from the east coast of FL come to the booth and mention to me that they don’t always think of selling the west coast and were pleased to hear more of what we offer. Supplier Page on the OTN Intranet and Virtual Booth: VISIT FLORIDA COLOMBIA FAM May 25-27, 2021 We had a group of 5 of the most important tour operators from Colombia visit and experience the destination May 25 –27, 2021. The group started in Miami on the 23rd and made the quick ride over to Wooten’s on the 25th for their first stop with us. Throughout their stay in the destination they experienced all that we have to offer. The group expressed to Visit Florida how they thoroughly enjoyed the planned activities and properties they sited during their stay with us. They were amazed at how different the west coast of FL is and cannot wait to get back and start packaging the destination. Thanks to all our partners that participated, we will be getting business from their visit. 11.A.a Packet Pg. 441 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) LATAM UPDATE Ongoing support to the Argentina, Brazil, Chile, Colombia, and Mexico offices. We are working on several coops/actions with each of the offices to promote the Paradise Coast. Sample co-op with tour operators to generate room nights: Viajes El Corte Ingles: Colombia packages available through this tour operator 11.A.a Packet Pg. 442 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) Viajes Palacios: México tour operator promoting summer in the Paradise Coast Publicación Artes/imágenes Copy Post Instagram Naples, Paradise Coast, FL Un verano inolvidable te espera en Naples, Florida's Paradise Coast. Descubre sus hermosas playas y dile hola al paraíso. En viajespalacio.com.mx te ayudamos a planearlo. @paradisecoast #LoveFL #ParadiseCoast Upcoming Strategic Initiatives: FB Live with travel advisor, Loulu Luma –Book Here Give Here OTN's Open Forum –June 3 Visit USA México Virtual Training –June 4 All-American Roadshow virtual tradeshow –June 29 11.A.a Packet Pg. 443 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) TRAVEL INDUSTRY & LEISURE MARKET SALES REPORT Claudia Cianfero –Travel Industry Sales Manager May 1 –31, 2021 PERIOD AT A GLANCE 2020 2021 Number of Travel Agent Contacts 1 22 Number of Tour Operator Contacts 2 5 Number of FAM’s/Site Visits 0 1 Number Trade Shows Attended 0 1 EVENTS RECAP: Oasis Travel Network Virtual Show May 13, 2021 We partnered with OTN to educate their network of 3000+ travel agents on the Paradise Coast through a series of activities. We have a supplier page on their intranet, one hour zoom forum, 2 virtual tradeshows, a FB video interview, and another zoom with their “New to Travel” members. On May 13th we had our first virtual trade show with their membership. We had 22 agents visit our booth and zoom meet with us. Most were familiar with the destination and a few were actively selling it. We did have a few from the east coast of FL come to the booth and mention to me that they don’t always think of selling the west coast and were pleased to hear more of what we offer. Supplier Page on the OTN Intranet and Virtual Booth: VISIT FLORIDA COLOMBIA FAM May 25-27, 2021 We had a group of 5 of the most important tour operators from Colombia visit and experience the destination May 25 –27, 2021. The group started in Miami on the 23rd and made the quick ride over to Wooten’s on the 25th for their first stop with us. Throughout their stay in the destination they experienced all that we have to offer. The group expressed to Visit Florida how they thoroughly enjoyed the planned activities and properties they sited during their stay with us. They were amazed at how different the west coast of FL is and cannot wait to get back and start packaging the destination. Thanks to all our partners that participated, we will be getting business from their visit. 11.A.a Packet Pg. 444 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) LATAM UPDATE Ongoing support to the Argentina, Brazil, Chile, Colombia, and Mexico offices. We are working on several coops/actions with each of the offices to promote the Paradise Coast. Sample co-op with tour operators to generate room nights: Viajes El Corte Ingles: Colombia packages available through this tour operator 11.A.a Packet Pg. 445 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) Viajes Palacios: México tour operator promoting summer in the Paradise Coast Publicación Artes/imágenes Copy Post Instagram Naples, Paradise Coast, FL Un verano inolvidable te espera en Naples, Florida's Paradise Coast. Descubre sus hermosas playas y dile hola al paraíso. En viajespalacio.com.mx te ayudamos a planearlo. @paradisecoast #LoveFL #ParadiseCoast Upcoming Strategic Initiatives: FB Live with travel advisor, Loulu Luma –Book Here Give Here OTN's Open Forum –June 3 Visit USA México Virtual Training –June 4 All-American Roadshow virtual tradeshow –June 29 11.A.a Packet Pg. 446 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) PERIOD AT A GLANCE 2020 2021 Number of Travel Agent & Tour Ops Contacts 20 0 Number of FAM’s/Site Visits 1 0 Number of Meeting /Wedding Planners 0 0 Tradeshows 1 0 RFP’s Received 1 2 SPECIALTY MARKETS Michelle Pirre Reporting Period: 5/1/2021-5/31/2021 Meetings 5/12/2021 –Weddings incremental plan with Paradise Adv. Discussions on how to keep destination. weddings momentum in destination. 5/18/2021 –Social media meeting with team discussed Pride Month posts for LGBT Instagram account. 5/19/2021 –Naples Pride meeting discussed new Naples Pride Festival date Nov . 20th Cambier Park. LGBTQ The CVB attended a recent zoom meeting to see results of a recent post covid poll. According to the recent survey of the LGBTQ Travel Market, Community Marketing Insights, the leader in LGBTQ Marketing Research, is reporting that the future of travel is looking incredible! 87% of travelers surveyed said that they would be taking at least one vacation by plane, train, or automobile. At the same time, 43% surveyed indicated that they are planning three or more vacations for the rest of the year, confirming a pent -up desire to travel. Though big city and metro area are top choice for some, small towns and beach vacations run a close 2nd and 3rd.SMERF Destination Weddings The hotels in the destination continue to report record breaking wedding numbers, with weddings occurring 7 days a week, morning, noon, and sunset. To keep the momentum going, the CVB along with Paradise Adve rtising recently shifted some efforts to the Destination Weddings Marketing allowing us to continue to promote Florida’s Paradise Coast as the only place to say I DO. The CVB will be adding some extra paid banner ads on Facebook and Instagram, targeting newly engaged couples in the last 3-6mts and Geo-Targeting Atlanta, Chicago, NYC, Indianapolis, Boston, Dallas, Charlotte, Detroit, Cincinnati, Cleveland, Columbus, St. Louis, Philadelphia, Washington D.C -Florida -Tampa/St. Pete, Orlando, Jacksonville, West Palm Beach, Tallahassee, Gainesville, Miami/Ft. Lauderdale. Received one wedding RFP this month via CVENT. 11.A.a Packet Pg. 447 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) Upcoming Strategic Initiatives: June 12, 2021 –St Pete Pride Family Week Signature Event June 25, 2021 –St Pete Pride Picnic 11.A.a Packet Pg. 448 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) June 2021 TDC Monthly Report-Nikki King May Sports Marketing Activities Sports Marketing Activities this Period –Nikki King The Sports Marketing team did not host any events in May, so we do not have any activity to report. Activities: ·Attended bi-weekly Sunshine Sports Council Mtgs to ensure best practices, network with industry leaders and keep up to date with what trends are happening in Sports Tourism throughout Florida. ·Attended monthly Sports Marketing Mtg with Sports Force Parks & Tourism Staff ensuring mutual advertising, marketing and communications efforts moving forward. ·Created content for the June sports newsletter ·Reviewed and uploaded to TDC agenda the funding request for a new slow pitch softball event scheduled September 25-26, 2021, at North Collier and Veterans Park. ·Strategic Alignment & Development has been shared with Sports Force Parks and Parks & Recreation on maximizing the use of our sports facilities in 2021. In addition, the Summer Sports Media Plan has been presented to the new Marketing Director at Sports Force Inc. The CVB is thoroughly integrating PCSC within outward communications as well as within out of market advertising efforts through a six-month marketing campaign. This media campaign will focus on traditional and nontraditional sporting activities that may be best suited for the destination that could result in incremental hotel room nights and an overall increase in economic impact. ·The CVB team is assisting Sports Force Parks with PR communications and social media for the upcoming Ben Allen Band Concert hosted at the Sports Complex on July 3. ·Request for Proposals solicited by the CVB Sports Marketing team have been forwarded to SFI through the new Playeasy flatform and hosting proposals are in the works for new events for FY 2022 and beyond. ·Met with Sanchez-Casal Tennis Academy at the Naples Bath & Tennis Club on sponsoring multiple International and National tennis events in FY 2022. These events will bring incremental hotel room night stays to the destination in addition to live broadcasting which will include commercials of the destination that will reach target markets Nationally and Internationally. ·New sports marketing collateral has been designed and is currently in production for upcoming tradeshows and conferences. The CVB team will be attending Connect Sports in Tampa in late August 2021 to meet with sports event rights holders in effort to bring new business to the County. Upcoming Sports Strategic Initiatives Continue building relationships with sport event rights holders, including the Executive Director of the Florida Youth Soccer Association. Working on setting a date for a site-visit to the destination. 11.A.a Packet Pg. 449 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) JUNE 2021 PRODUCTION/LEAD HIGHLIGHTS: : PARADISE COAST FILM OFFICE ·FLORIDA FILM COMMISSIONERS COUNCIL MEETING-Annual Meeting June 24 and 25, discussions on National Park judicial ruling and its implications to permitting, sales tax exemptions are back to pre-Covid numbers, and introduction of new Miami-based SAG- AFTRA Director, Michael Viera. ·FILM FLORIDA MARKETING COMMITTEE –Film Florida is exploring opportunity to partner with the Location Managers Guild to create a mentorship program for Florida’s Location Managers-or those wanting to become a professional LM. ·ASSOCIATION OF FILM COMMISSIONERS INTERNATIONAL –Special guest was actor director, Bill Fichtner (“The Dark Knight”, “Armageddon”, “Black Hawk Down” who is now directing his second feature and he reiterated the importance of the film commission’s role in creating a successful production. ·ARTS, RECREATION & LEISURE WORKING GROUP-Update on community members activities and updates on issues related to State Executive Orders. Led to meeting with new City of Naples Community Services Director, Nick Jones where we had a positive discussion on film permit policies within the City. ·CITY OF NAPLES PUBLIC ARTS ADVISORY MEETING-Presentation of the City’s Cultural Plan before it goes to City Council for approval. TIME PERIOD This Year Last Year 2019 Spending Reported New or Repeat Productions 4 0 3 $ 6K 2 R| 2 N Working Leads 4 0 4 Meetings Attended 5 0 1 Events/ Tradeshows 0 0 1 Media Assisted 1 0 0 Location Scouts 1 0 1 ·Solaris Entertainment Studios filmed its reality series, “Yacht Stops” in Marco Island. They have been filming their series along Florida’s coasts-from Pinellas to Duval. Described as “Below Deck meets MTV Road Rules with a very unique musical twist.” ·HGTV/PieTown Productions, “House Hunters” Returned for a second time to Collier, shooting establishing shots for the series in Naples’ Lowdermilk Park and Beach UPCOMING STRATEGIC INITIATIVES: ·Zing Productions/LA-shot an interview for an upcoming documentary. ·Critical Content-shot a segment for a real estate show featuring properties across the U.S. 11.A.a Packet Pg. 450 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) MONTH/YEAR:MAY 2021 PREPARED BY:OMMAC LTD UK &IRELAND OFFICE HIGHLIGHT OF THE MONTH: Visit USA Media Marketplace,5 May 2021 The UK and Ireland office secured Florida’s Paradise Coast as the main sponsor for the annual Visit USA media networking event (first virtual event).As part of the sponsorship,the team presented a 4-minute video during the interval.The UK office further negotiated to have three presenters within our video presentation in order to introduce our new PR &communications Manager,Sandra Rios,and enable Sandra to record a special message to the attendees direct from Naples.Key messaging weaved throughout included wide open spaces,fresh sea air,the abundance of outdoor activity on offer throughout Naples,Marco Island and the Everglades with special attention brought to the Paradise Pledge and the destination's continued commitment to the health and safety of its visitors.The presentation also allowed us to show the marketing video “Only Paradise Will Do”.OMMAC created the presentation video talking points and worked with the CVB to ensure all our assets were available and included. In total,70 attendees viewed our presentation,the event on the whole was very successful and our communication was very well received by the attending media.Total 53 media attended with 14 individual meetings.A recap report has been completed and send to CVB together with media list,video recording and full follow up communications delivered to all 53 media attendees. See below image:Virtual -Media Marketplace.L-R Oonagh McCullagh,Sandra Rios,CVB and Aaron Miller, Journalist UK &IRELAND MARKET UPDATE: The UK Government revealed their traffic light system in mid-May.With only 12 countries making the green list,many of which aren't currently open for foreign travellers,there have been calls from the travel industry for clarity on how the decision has been made.Many countries that were expected to be green,due to very low infection levels or high vaccination rates,are on the amber list,which means travellers are required to quarantine for 10 days upon arrival in the UK creating additional cost to consumers. Despite the limited green list Brits have been travelling in their thousands since May 17,showing the pent-up demand and eagerness of the UK traveller.Air traffic in Europe picked up dramatically as Ryanair and easyJet restored capacity and rejoined Europe’s most-active airlines,as the re-opening of international tourism to Greece and restart of UK travel to Portugal had an immediate impact.Air traffic in Europe in the seven days to Monday May 24 improved by more than one quarter to 45%of the 2019 level. 11.A.a Packet Pg. 451 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) However,this looks set to be short lived as the Government’s early review of the traffic light system a few weeks later saw Portugal downgraded from green to amber,effectively removing the only currently viable holiday option for Brits.This has caused yet another ripple through the industry,as airlines and tour operators scramble to fly people back before the changes come into place,and to change their Portugal sales and marketing push.No new countries were added to the green list,but there have been rumours circulating that a bilateral US-UK travel deal will be announced when President Biden,on his first overseas trip to attend the G7 summit on June 11in Cornwall,UK However,it seems the EU is still competing for British tourists this summer,regardless of travel status. The UK will be one of the first countries to be targeted by a €1.5 million pan-European tourism marketing campaign that starts in mid-June.Called ‘Open up to Europe’,the campaign will be run by the European Travel Commission (ETC)and is co-funded by the European Union.The promotional initiative has more than 30 partners,such as regional tourist boards and travel brands,and will run throughout the summer. The vaccine roll-out continues successfully in England,and people aged over 30 are currently able to get the vaccine.Over the bank holiday weekend at the end of May,Twickenham Stadium (home of England Rugby)was turned into a vaccine walk-in centre for locals for the day,in a drive to try to boost vaccinations.Organisers announced that they would be offering vaccines to anyone aged over 18 that day. A final decision on whether all restrictions will be lifted in England on June 21 will be reached on 14 June.The Scottish government hopes to lift more restrictions on 7 June,while in Wales there is due to be a review on 3 June.In Northern Ireland some measures were relaxed on 24 May -the next review is due on 10 June. In Ireland Taoiseach (Irish PM)Micheál Martin has announced several measures to allow for a further phased reopening of Ireland's society and economy over the summer.Ireland expects to be in the mid- 70s in terms of the percentage of people who have received either one or both by the end of June.The country expects to have 2.5m people will be fully vaccinated by the end of July. International travel to and from Ireland will resume on 19 July through the EU Digital Covid Certificate, which will show if people have been vaccinated,tested negative,or recovered from Covid-19.This comes after Ryanair called on the Irish government to lift travel restrictions for travel to and from the UK and the EU,labelling mandatory hotel quarantine as “unique and failed.” Aer Lingus has confirmed that it will begin trialling the IATA Travel Pass “in the coming weeks.”Fellow IAG Group member British Airways began trials of the digital health app on June 1.The Travel Pass is similar to the EU Digital Covid Certificate,but the technology is exclusively for airline use. JetBlue -very exciting news with additional air service –official confirmation of JetBlue launching its first transatlantic routes this year,with new flights to London's two busiest airports from NYC this summer.The budget airline will launch its first U.K.route from New York's JFK to London Heathrow on August 11,that will be followed by a second route launch from JFK to London's Gatwick airport on September 29,2021. This is very positive for Florida’s Paradise Coast with connectivity via JFK into RSW. TRAVEL TRADE OVERVIEW: We’ve continued to see positive developments in the UK throughout the month of May with regards to restrictions and vaccinations,which has been reflected in the sentiment amongst the travel trade.There is increasing appetite for international travel as consumer confidence builds but there is also frustration surrounding the traffic light list,particularly due to the lack of countries on the green list,ambiguity around rules of the amber list and the lack of lead time for country status changes. Research suggests that consumers in the UK are almost three times as likely to book a green list destination vs an amber one.There is pressure from consumers and trade to expand the green list and 11.A.a Packet Pg. 452 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) many UK operators are subsidising the cost of covid testing and insurance for travellers in order to gain bookings to those destinations which are accessible to UK travellers without quarantine on return. On the flip side,Tour Operators have reported a shift in consumer interest from enquiry to booking. Flight Centre UK reported the weekly average enquiry level is up 45%in May versus the months of March and April,and bookings are up 54%,with long haul destinations mainly driving these increases (the US which was in second place behind Australia).There are also reports that average holiday spend is increasing for UK consumers by around 20%as people seek “bucket list”holidays after over a year of frustration at restrictions and,for many,growth in their savings as a result. As restrictions ease,the shift from online to in-person events is on the horizon and trade calendars are starting to fill up for the second half of the year.The inaugural Travel Awards by TTG is due to take place in September after delaying from the same month in 2020. In May,British Airways launched a different kind of advertising campaign focussing instead on their amazing staff members,some of whom starred in the videos.It captures the excitement of imminent travel with how the airline is keeping customers Covid secure on flights. EVENTS UPCOMING EVENTS 2021 DATE SPECIAL EVENT LOCATION June Launch Facebook consumer promotion UK &Ireland June 1-3 Visit Florida /Universal Orlando Resort virtual training event x 4 events –pre-recording from Paradise Coast UK &Ireland June Launch Kent County Cricket Club promotion UK &Ireland June 16-17 US Airtours /Visit Florida trave agent training UK MARKETING/SALES/PROJECTS &ACTIVITIES: Top of mind is the ongoing Travel Industry Recovery Plan –Covid-19: Forward planning for the remainder of the year and following up on recent past events. Visit USA UK Media Marketplace virtual Event-5 May 2021 As noted above under highlight of the month.Providing us with an ideal opportunity to showcase our destination to key media and enable us to introduce newly appointed Sandra Rios to UK media. Kent County Cricket Club Promotion We have approval to activate this new and exciting consumer promotion.Kent County Cricket (KCCC), one of the largest in the country and widely followed and linked to the national English Cricket Board (ECB).This promotion will allow us to promote the destination overall and help to draw attention to sports and the Paradise Coast Sports Complex. We are delighted to confirm tour operator partner with travelpanners who will manage the winners trip and are providing an addition £100 travel voucher to all promotion entries to redeem again their next holiday trip.This is an opportunity to capture hearts and minds of both consumer and the UK travel industry,as it demonstrates support for grassroots sports -a key aspirational trend currently. 11.A.a Packet Pg. 453 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) Facebook Promotion –UK As the UK continues to wait patiently for the USA to be added to the governments “green list”and the US border opens,the team will press ahead with the Facebook promotional activity to capitalise on the late summer holiday bookings and awareness ahead of this announcement. This activity is key to not only the growth of our digital communications and presence in the UK and Ireland at a pivotal time in the travel industry but also a great awareness driver for the destination,its natural assets and highlighting the safe and welcoming messaging.Split into two parts,the campaign assets will include the ‘Only Paradise Will Do’video and a banner with four rotating images highlighting: ·30 miles of pristine beaches ·Wide open spaces ·Immersed in nature ·Committed to your safety Ongoing Collaborations: Following up and maintaining regular outreach to our UK &Ireland trade suppliers –highlights and meetings are included but not limited to below. Additional planned meeting with Paradise Advertising regarding the co-op marketing activation for the remainder of the year to ensure delivery. America As you Like it: –First co-op activity complete –review for additional activity Virgin Holidays –aiming to have activity in July BA Holidays –requested proposal for July activity Trailfinders –ongoing discussions Travelplanners/US Airtours –Initial co-op activity and phase two complete -Addition opportunity with Visit Florida co-op –currently activated. THG Holidays –activity ready for activation Bon Voyage –ongoing discussions Platinum Travel –Ireland –ongoing updates Request for 2022 Room Rates Following several discussions with tour operators it was flagged up they require 2022 room rates. Worked with CVB to ensure hotel partners are supplying 2022 room rates to contracts and bed banks for future travel. Tool Kit for Use: Collating and managing an active toolkit for the travel industry of current and recent assets including Talking Points and ‘copy ready’material for websites and social outreach. Zoom Meetings and Webinars The team is in contact with tour operators and key members of the travel industry on weekly basis. Webinars joined this month included: ·Visit USA Ireland quarterly meeting ·Brand USA –Global Marketplace update ·Several CVB meetings re upcoming activity Updates: All industry updates forwarded to CVB for forward planning. Mail House: Distribution of CVB literature for consume and trade requests ongoing and completed. 11.A.a Packet Pg. 454 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) MEDIA SUMMARY: Trends The first allocation of Green List countries was announced this month,leading to an increase in travel features focusing on those destinations.As a result,Portugal,Madeira and Iceland dominated the headlines and on 17th May,a number of trade and consumer media were on the first planes to these destinations in a bid to publish features ahead of the weekend papers.Subsequently,all national newspapers featured long-read articles on Green List destinations throughout the latter half of May. As consumers rushed to book trips away following the last 15 months of pent-up demand,there was a significant increase in holiday and flight deals in the media.Almost all long-read features included call to actions for tour operators or airlines,and multiple newspapers included standalone round ups of the best deals. Many of the nationals used their ‘editor comment’section to discuss the government’s confusing decision- making around the traffic light system and openly criticised that the inconsistency around travel restrictions has led to ‘holiday chaos’,as The Sun called it. Despite government relaxations meaning groups of up to six can now mix indoors,warm UK weather coupled with an ongoing staycation focus meant that outdoor activities remained popular across both magazines and newspapers.Camping,glamping and cycling appeared top of the list for travel activities, especially as May saw two Bank Holidays. Cruises featured heavily this month,with new routes set to launch around the UK in a bid to capitalise on the booming staycation market,as summer holiday opportunities decrease in availability.Furthermore, there was coverage of the upcoming June half-term holiday with magazines and newspapers covering a multitude of family activities in the UK.The Times published an article entitled ‘25 top family adventures in the UK’and The Mirror included a roundup of luxury tree houses in Britain.It was positive to see, however,that despite being on the amber list,The times ran a 3-page feature on epic USA holidays to book for later in the year,and The Daily Telegraph ran a full page spread on inspiring California photography.While Florida’s Paradise Coast received outstanding coverage with full page in National Sunday Print, Sunday Mirror –see below. Media In media moves,Stephanie Takyi,previously at Evening Standard Insider,has joined the Daily Mail travel team as a freelance journalist and ES Magazine has appointed Emily Phillips as acting assistant editor looking after arts and entertainment content,including travel while Dipal Acharya is on maternity leave. Amy Hopkins has been appointed Head of Content at Rough Guides,she was previously Digital Editor at Family Traveller whilst Will Payne has been appointed Digital Reporter at TTG (Travel Trade Gazette). Finally,Amy Hunt has been promoted to Lifestyle Editor at Woman &Home,where she was previously a Senior Digital Writer. PUBLIC RELATIONS ACTIVITY: Individual: •10 reasons why Florida’s Paradise Coast is an ideal post-pandemic holiday destination •What’s new this Spring on Florida’s Paradise Coast Multi-destination roundups: •International Astronomy Day –Everglades stargazing tour •International Museum Day –C’mon •National Bike Week –new bike trail •World Environment Day –Naples Botanical Gardens environmental projects 11.A.a Packet Pg. 455 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) TravMedia Requests: •Bella Magazine –US road-trip •Country Life –long-haul summer destinations •Family Traveler –US News •Hello –Room with a view •Homes and Gardens –Best new design-led hotels in the USA •Love Exploring –new openings in the USA Media Meetings and Industry Webinars: In June,the PR team held 1-1 virtual media meetings with a selection of broadsheet and national,trade and lifestyle travel editors,and freelancers to discuss editorial opportunities for 2021.Media met with included: Everything you need to know about…Conde Nast Traveller: •Issy Von Simmons,editor-in-chief News UK;What the governments latest review means for the travel industry with: •News UK,Victoria Saunders •The Times and Sunday Times,Sue Bryant •The Times and Sunday Times,Jenny Coad •The Sun,Lisa Minot Media Meetings: •OK!Magazine,Emma Jones •Travel Weekly,Katie McGonagle •LoveEXPLORING,Jacqui Agate •Sunday Mirror –Nigel Thompson • PUBLIC RELATIONS –May 2021 Coverage DATE PUBLICATION MEDIA TYPE JOURNALIST HEADLINE REACH EAV ($) 02.05.21 Sunday Mirror Print Nigel Thompson Dreaming of Florida's Paradise Coast 300,280 $45,785 23.04.21 Travel Bulletin Online Miriam Ahmed Training and E-learning: Fall for Florida 228,000 $2,052 TOTAL 528,280 $47837 MEDIA COVERAGE HIGHLIGHTS: 11.A.a Packet Pg. 456 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) ·See attached coverage via WetransferHighlights below –NB:Exceptional coverage – full page in National Sunday Print,Sunday Mirror –see below 11.A.a Packet Pg. 457 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) SOCIAL MEDIA HIGHLIGHTS: 11.A.a Packet Pg. 458 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) MONTHLY SALES &MARKETING ACTIVITIES MAY 2021 EUROPEAN SALES &MARKETING prepared by on 27 May 2021 11.A.a Packet Pg. 459 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) SUMMARY OF ACHIEVEMENTS TOUR OPERATOR ACCOUNTS Germany o TUI Deutschland GmbH, Product Management North America, Claudia Ehlen, Senior Product Manager North America NAP Sales We have held a conference call with Claudia on May 11th, 2021. She reported that bookings are slowly coming in. Their guess is that the USA will be on of the first long-haul destinations that will come back. They are strongly working on the rates for 2022 and started working on offering more destination specific experiences, beginning with European destinations. They are also still very busy with rebooking holidays from now to the fall holidays 2021. On another note, Florida as a product will be centralized, more info will follow. o DERTOUR GmbH & Co. KG, Product North America, Ilona Arnold, Product Manager Florida NAP Marketing We have secured the status quo of our e-learning with DERTOUR, which is running for 7 months now and will continue to October 2021. We have 17.900 page impressions, around 475 have successfully finished the e-learning and 690 started the learning. Ilona informed us that they have had a relaunch of the whole look and feel of the page and with this will again promote our e-learning in the next weeks to generate more participants. o CANUSA TOURISTIK GmbH & Co. KG, Sabrina Karavla, Head of Marketing NAP Marketing We have held a conference call with Sabrina and Marion from the ST. Pete CVB to discuss a potential joint campaign for summer 2021. CANUSA is seeing bookings coming in now for fall holidays to the USA also Florida. We discussed a potential campaign to promote the two destinations on Florida’s west coast, with highlight/experiences lists on a joint landing page and special round trips, promoted via social media and newsletter. Cost would be around 4.000 USD per destination. Details will follow. o DERTOUR GmbH & Co. KG, Product North America, Ilona Arnold, Product Manager Florida NAP Marketing We have secured and confirmed a podcast with DERTOUR. The podcast will be shared with 2 other CVBs (St. Pete and Ft. Myers) in order to reduce cost for each destination. Each destination will receive 8-10 minutes. The sequence will be in a round trip frame with space to communicate and inspire the listeners with Paradise Coast information. The main target group will be travel agents as the podcast will be promoted via the DER Touristik travel agent website. The episode will be shared with the DER Touristik B2B newsletter send to 10,000 agencies and it will be also shared on social media to the 6.000 followers on Facebook. Additionally, the podcast will be placed within all podcast streaming portals to generate B2C listeners as well. The podcast will be recorded in June and launched in August. Cost are 1167 USD. EVENTS o Faszination Fernweh training Date & Place 5.5.2021 Virtual Nr of attendees 2 11.A.a Packet Pg. 460 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) Profile of event Virtual product meeting and training. Profile of attendees Owners General feedback We have held a product meeting and a training with Sandra Kätsch and Manuela Dübler. The feedback was great. They informed us that they can’t wait for the boarders to the USA are opening again and so do their clients. We have supported them with new images as well. Cost FOC o Visit USA Belgium Florida training Date & Place 18.05.2021 Virtual Nr of attendees 54 Profile of event Virtual training shared with Miami, Universal, Kissimmee and St. Pete. Profile of attendees Travel agents from all over Belgium General feedback We received 20 minutes to comprehensively train the participants. We presented all of Paradise Coast and highlighted all activities outside and in nature to show the wide-open space the destination has to offer. We also presented the Paradise Pledge to the agents. The feedback was great. Cost FOC MARKETING o Facebook fan page # posts: 7 #fans: 14.473 Please find down below the most successful posts in May: #1 21.05.2021 Tin City, reached 1562, 94 reactions, 70 likes #2 26.05.2021 Naples Pier, reached 979, 46 reactions and 40 likes o NAP newsletter Prepared and sent out the dedicated NAP newsletter with the focus on nature and outdoor activities as well as the announcement of the new direct flight connection between Frankfurt and RSW to 2,747 consumers, media contacts and travel agents in DACH on May 26th, 2021. The opening rate was 17,2 %the day after sent out. 453 opened the newsletter and in total it was opened 772 times. All in all, the results of this newsletter were okay. What we did notice after the newsletter was sent out, we have received around 10 brochure requests from consumers. Please find the link to the newsletter down below: https://mailchi.mp/diamonde/die-paradise-coast-fr-alle-sinne- 8683957?e=5c0f0bcbf8 o Newsletter inclusion Visit USA We have secured and confirmed to be included in a Visit USA newsletter sharing information about nature and outdoor activities. The newsletter was sent May 4th, 2021 to the Visit USA trade addresses of 2.300 and to 24.000 travel agents all over Germany. This was completely FOC. o DiaMonde social media inclusion We have successfully secured NAP to be featured with a whole week of posts on the DiaMonde Instagram fan page with over 1000 followers and a whole week of posts on the DiaMonde Facebook fan page with over 1600 followers mostly travel agents from DACH. Please find screenshots attached. 11.A.a Packet Pg. 461 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) MEDIA /PR o 360 C Media After the first of two advertorials with the travel magazine 360 Grad Media was published in March. In May our online article and Facebook post were placed accordingly. Please find the content here: https://360grad-travel.club/news/usa/item/paradise-coast-perfekt-fuer-kultur-und-natur https://www.facebook.com/360GradUSA/posts/267495591517085 o LuxusInsider After our campaign with the B2B online luxury magazine LuxusInsider finalized in April. We now also have the reporting for the April newsletter inclusions. Overall, with our three newsletter ads in April we could generate 6.993 unique users to read our stories. The story ads had a focus on different themes of the destinations such as beaches, culinary highlights etc. Please find the April reporting attached. o NAP Media request Visit Florida We have secured a media request via Visit Florida. The freelancing journalist Sabine Mezler, who lives in the States and writes for several German speaking newspapers, wanted to visit the destination among another destination (Sarasota or the Key’s) to write a travel story for Austria’s biggest newspaper “Die Presse” with a publication circulation of 90.000. Travel timing at first was the end of April and then the end of May, which unfortunately still is high season with a very high occupancy in the destinations. Therefore, Visit Florida canceled the request. PROJECTS o NAP Conference Call We have held a conference call with Jack Wert, Paul Beirnes and Claudia Cianfero, to discuss the current situation and how to move forward within our respective markets on May 11th, 2021. CONSUMER o Brochure fulfillment: 11 in total o We have supported 1 consumer via mail with their travel planning. HIGHLIGHTS IN JUNE 2021 o Visit Florida & Visit USA webinar, June 16th, 2021 o B2B virtual America Journal event, June 17th, 2021 o Podcast production DERTOUR, June 21st, 2021 o CRD mailing campaign, June 15th, 2021 11.A.a Packet Pg. 462 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) Powered by TDC REPORT Prepared for: May 2021 LATAM 11.A.a Packet Pg. 463 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) BRAZIL TRADE &PR ACTIONS IN APRIL ·6 Sales Calls to check opportunities to foment Paradise Coast sales in Brazil ·915 travel professionals trained about Paradise Coast ·72 Media Calls ·7 Press Release Strategies in Progress: COOP WITH DIVERSA:Cooperated Campaign for Promotion,Dissemination and Sale of the Paradise Coast destination.Focus on our E-Learning.Media approval.Training scheduled for May 17th. HOME GIFTS TO TRAVEL PARTNERS:Approved action to send a personalized home gift to 40 travel partners.The kit will be sent by the first week of June. SPECIAL NICHE TRAININGS: Choose the gifts to be drawn during the 10 training sessions that will be held until September.Definition and choice of partners. ARGENTINA TRADE &PR ACTIONS ·102 agents trained ·22 targeted sales calls to promote &develop the PC. ·1 Press Release about Paradise Coast Tourism Report. ·Instagram &FB posts ·2 Media calls: Clarin newspaper tourism editor in chief Grisel Isaac; Infobae tourism section writer Martina Putruele ·2 Publications: El diario de Turismo http://www.eldiariodeturismo.com.ar/2021/05/20/el-reporte-turistico-de-naples-marco-island-y- everglades-muestra-ganancias-en-el-mes-de-marzo/ Reach: 5.000 Mensajero Turístico https://mensajero.com.ar/2021/05/19/paradise-coast-aumento-interanual-en-las-visitas/ Reach:25.000 CHILE TRADE &PR ACTIONS ·50 targeted sales calls to promote &develop the PC. ·20 Successful Contact ·1 Post Instagram. 11.A.a Packet Pg. 464 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) ·25 Agents Contact with Q and A for Paradaice Cost. COLOMBIA TRADE &PR ACTIONS ü 20 travel professionals from travel agencies,wholesalers,tour operators nationwide (AVIAREPS team included),trained about Paradise Coast. ü 10 Sales Calls to follow up/discuss strategies to promote and sell Paradise Coast in Colombian Market. ü 7 e-flyers about PC sent to AVIAREPS Colombia’s data base of travel professionals with up to 2,100 contacts. ü 1 congratulations e-flyer sent to the 16 winners travel agents of the Paradise Coast quiz. ü Strategies in Progress: -AVIAMARKETING requested help to find more hotel alternatives that can offer more competitive rates, because the rates sent by Bayfront Inn were not approved by the bank as attractive for the impact they need to generate. AVIAREPS Colombia team awaits a response from the Ramada Nichols, Gulfcoast Inn and The Lemon Tree Inn hotels to try to get better rates with them and make the last attempt to include PC in DAVIVIENDA Bank Rewards program managed by AVIAMARKETING Company. Wholesaler Link:https://www.aviamarketing.com/ Bank’s Loyalty Program https://www.privilegiosdavivienda.com/complemente-su-viaje/ -Viajes El Corte Ingles Colombia:creatives for the promotional campaign to be developed between June and August 2021 were approved by Claudia Cianfero.These arts included:landing page, danglers on each travel agent's desk,destination loop to be projected on screens locatedat all points of sales, 4 posts for social networks and internal communications related to the sales contest aimed at sales agents. Agency web: https://www.viajeselcorteingles.com.co/ MEXICO TRADE &PR ACTIONS ·117 agents trained. ·19 Targeted sales calls to promote and develop the PC. ·4 Media meetings. ·40,000 media coverage with a total value of -$2,800usd. ·Product development –Packages to Naples and Marco Island with Viajes Palacio through their web page:https://reserva.viajespalacio.com.mx/reservar/detalle-reservacion-paquetes ·Product development –Packages to Naples and Marco Island with Price Travel through their web page:https://www.pricetravel.com/paquetes/resultados?startingFromDateTime=2021- 08-03&returningFromDateTime=2021-08-08&CheckIn=2021-08-03&CheckOut=2021-08- 08&room1.adults=2&rooms=1&adults=2&infants=0&kids=0&agekids=&startingFromAirport= MEX&returningFromAirport=RSW&tripMode=undefined&tripCabin=undefined&QuoteList=tru e&QuoteFlight=true&keyWordId=529&keyWordTable=2&URI=naples&actionType=2&nonSto pOnly=undefined&page=1 11.A.a Packet Pg. 465 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) ·Get to 234 Facebook followers and 17 Facebook Posts translated to Spanish. Strategies in Progress: ·Viajes Palacio –Marketing Campaign in coop with Visit Florida during May and June. ·PE-TRA –Branding Campaign. Monthly report highlights to Finance: ·4 Media meetings. ·40,000 media coverage with a total value of -$2,800usd. ·234 Facebook followers and 17 Facebook Posts. 11.A.a Packet Pg. 466 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) VISITOR INFORMATION CENTERS (VIC) ACTIVITY Valerie Nowottnick, Liaison Reporting Period: May 1, 2021 to May 31, 2021 PERIOD AT A GLANCE 2020 2021 Meetings with Visitor Information Center Staff & Volunteers N/A 6 Volunteer Outreach Activities N/A 0 Promotional materials to VIC’s N/A 2 Orders Number of Visitors to all VIC’s N/A N/A Meetings with Visitor Centers Staff & Volunteers I visited the Ave Maria Information Center on May 11, 2021. They were completely out of all brochure materials but no one contacted me for refills. I had left my business cards with the director and a full-time volunteer during my visit in March. I had materials in my vehicle so I replenished the guides and maps. On May 12, 2021, I emailed the various contacts for the visitor’s centers to get inventory levels. I received replies from Susan Becker (3rd Street Concierge), Andrew Bennett (Marco Island/Immokalee/Everglades City Airports), Kathy Brock (Everglades City Visitor’s Center). I will follow up with the others in a few days. I picked up the newspaper racks and Plexiglas map holders from the Tourism Bureau office on May 12, 2021. On May 13, 2021, I visited the Marco Island Executive Airport and setup the display rack for the visitors’ guides. I stocked the newspaper rack with current visitor guides and also golf guides. I also left 2 plexiglass holders of visitor maps on their customer service counter. After I left the Marco Island Executive Airport, I went to the Marco Island Chamber of Commerce. I met with Donna, a volunteer coordinator. We went through the entire inventory (there was a lot of old inventory) and determined what was current and what was very old. I refreshed her maps, visitor guides, and golf guides. She was going to dispose of the very old inventory of guides and maps. I left a business card with her and told her to contact me if she needs any additional inventory. I also asked her about filling out the statistical data sheet that I had previously shown Dianna. She said that they already fill out a comparable form and send it to Jack Wert. She was not interested in filling out the form that we developed. She said that Lori Lou Waddell used to take care of those forms and that they did not want to do it. 11.A.a Packet Pg. 467 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) On May 30, 2021, I visited the Naples Airport terminal to see if they had concluded the construction project in the lobby. They had taken all of the plastic sheeting down and the lobby was essentially back to normal for the most part. I did not have any visitor guides in my vehicle at the time. I ordered 5 more boxes and I plan to return to the Naples Airport, place a newspaper rack, and stock with guides, maps, and golf brochures. I plan to do a full circuit run of the centers in June to check inventory supplies and fill as needed. I will also touch base with volunteer coordinators to gauge their foot traffic so I know how to plan for inventory purposes. Volunteer Outreach Activities Nothing to report Promotional Materials Shipped Promotional materials were shipped to RSW per request on 5/10/21. Jason Glasscock with RSW placed another order on 5/22/21 for 2 boxes of visitor guides and 1 box of maps. I requested 5 boxes of Visitors Guides so I can stock centers when I make my in- person visits. Number of Visitors to Each Visitor Information Center No visitor reports received to date from Visitor Centers. Although I promoted these forms to the various centers during my tour in March, no one would commit to having them completed. In fact, I received pushback from them as they claimed that they did not have the personnel or resources to be compliant. I will need to discuss this with Jack Wert to see if it is viable going forward. On May 7, 2021, after speaking with Jack Wert by phone, I sent my contact list to him so he could reach out to the various centers and try to encourage them to participate in collecting the data on the statistical form I prepared. I have not heard back from him on his efforts. Additional Activities ·Visitor Information Forms: No forms were submitted due to the centers being closed. ·Data Reports: Given that no statistical forms have been collected, I am unable to provide data reports on visitors this month. ·Meeting Attendance: I have not been notified of any upcoming CVB meetings. I will discuss future meetings with Jack Wert. 11.A.a Packet Pg. 468 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) CVB Staff Nothing to report on CVB Staff except that they ordered, and I picked up, newspaper racks along with Plexiglas holders for the maps at the different centers. I will likely need to order another newspaper rack at some point but I’m waiting to hear from Big Cypress as to whether they will allow us to display in their area in the Federal centers on US 41. 11.A.a Packet Pg. 469 Attachment: Staff Reports May Activity for June TDC (16323 : Tourism Staff Reports) 06/28/2021 COLLIER COUNTY Collier County Tourist Development Council Item Number: 13.A Item Summary: Next Meeting Date July 26, 2021 Meeting Date: 06/28/2021 Prepared by: Title: Administrative Assistant – Tourism Name: Jennifer Leslie 06/14/2021 12:09 PM Submitted by: Title: Division Director – Tourism Name: Jack Wert 06/14/2021 12:09 PM Approved By: Review: Tourism Jennifer Leslie Tourism Division Completed 06/14/2021 12:09 PM Tourism Jack Wert Director Completed 06/14/2021 12:10 PM Tourist Development Council Jack Wert Meeting Pending 06/28/2021 9:00 AM 13.A Packet Pg. 470