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Backup Documents 07/13/2021 Item #16F 7 ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP 4 6 7 TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE Print on pink paper. Attach to original document. The completed routing slip and original documents are to be forwarded to the County Attorney Office at the time the item is placed on the agenda. All completed routing slips and original documents must be received in the County Attorney Office no later than Monday preceding the Board meeting. **NEW** ROUTING SLIP Complete routing lines#1 through#2 as appropriate for additional signatures,dates,and/or information needed. If the document is already complete with the exception of the Chairman's signature,draw a line through routing lines#1 through#2,complete the checklist,and forward to the County Attorney Office. Route to Addressee(s) (List in routing order) Office Initialsia Date ls 1. Risk Risk Management �i'�- `1//5k 1 2. County Attorney Office County Attorney Office 0).1 4. BCC Office Board of County Commissioners J ' / o)3 c)7 4. Minutes and Records Clerk of Court's Office / 94XPI .sD 5. Procurement Services Procurement Services PRIMARY CONTACT INFORMATION Normally the primary contact is the person who created/prepared the Executive Summary. Primary contact information is needed in the event one of the addressees above,may need to contact staff for additional or missing information. Name of Primary Staff Caroline Blevins/PURCHASING Contact Information 239-252-8947 Contact/ Department Agenda Date Item was July 13,2021 Agenda Item Number 16.F,$'' Approved by the BCC Type of Document AGREEMENT Number of Original 1 Attached Documents Attached PO number or account N/A 21-7860 DOWNS & number if document is Tourism Research ST.GERMAIN to be recorded Services RESEARCH, INC INSTRUCTIONS & CHECKLIST Initial the Yes column or mark"N/A"in the Not Applicable column,whichever is Yes N/A(Not appropriate. (Initial) Applicable) 1. Does the document require the chairman's original signature STAMP OK N/A 2. Does the document need to be sent to another agency for additional signatures? If yes, N/A provide the Contact Information(Name;Agency;Address;Phone)on an attached sheet. 3. Original document has been signed/initialed for legal sufficiency. (All documents to be CB signed by the Chairman,with the exception of most letters,must be reviewed and signed by the Office of the County Attorney. 4. All handwritten strike-through and revisions have been initialed by the County Attorney's N/A Office and all other parties except the BCC Chairman and the Clerk to the Board 5. The Chairman's signature line date has been entered as the date of BCC approval of the CB document or the final negotiated contract date whichever is applicable. 6. "Sign here"tabs are placed on the appropriate pages indicating where the Chairman's CB signature and initials are required. 7. In most cases(some contracts are an exception),the original document and this routing slip N/A should be provided to the County Attorney Office at the time the item is input into SIRE. Some documents are time sensitive and require forwarding to Tallahassee within a certain time frame or the BCC's actions are nullified. Be aware of your deadlines! 8. The document was approved by the BCC on 07/13/21 and all changes made during N/A is not the meeting have been incorporated in the attached document. The County an option for Attorney's Office has reviewed the changes,if applicable. -- this line. 9. Initials of attorney verifying that the attached document is the version approved by the _. N/A is not BCC,all changes directed by the BCC have been made,and the document is ready for the " R .. option for Chairman's signature. is line. 2021 Risk Management 16F7 MEMORANDUM Date: July 20, 2021 To: Caroline Blevins, Procurement Services From: Teresa Cannon, Sr. Deputy Clerk Minutes & Records Department Re: Fixed Fee Professional Service Agreement #21-7860 "Tourism Research Services" Contractor: Downs & St. Germain Research, Inc. Attached for your records is a scanned copy of the referenced document above, (Item #16F7) adopted by the Board of County Commissioners on Tuesday, July 13, 2021. The Board's Minutes & Records Department has kept the original as part of the Board's Official Records. If you have any questions, please feel free to contact me at 252-8411. Thank you. Attachment 1 6F7 FIXED FEE PROFESSIONAL SERVICE AGREEMENT # 21-7860 for Tourism Research Services THIS AGREEMENT, made and entered into on this Iday of cYAt). , 2021 , by and between Downs & St. Germain Research, Inc. authorized to do business in the State of Florida, whose business address is 2992 Habersham Dr„ Tallahassee, FL 32303 ,(the "Contractor") and Collier County, a political subdivision of the State of Florida, (the "County"): WITNESSETH: 1. The Agreement shall be for a three ( 3 ) year period, commencing ■ upon the date of Board approval; Of on ,and terminating on three ( 3 ) 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 two ( 2 ) additional one ( 1 ) year(s) periods. The County shall give the Contractor written notice of the County's intention to renew the Agreement term prior to the end of the Agreement term then in effect. The County Manager, or his designee, may, at his discretion, extend the Agreement under all of the terms and conditions contained in this Agreement for up to one hundred and eighty (180) days. The County Manager, or his designee, shall give the Contractor written notice of the County's intention to extend the Agreement term prior to the end of the Agreement term then in effect. 2. COMMENCEMENT OF SERVICES. The Contractor shall commence the work upon issuance of a IIIIl Purchase Order I I WeFk-Or , 3. STATEMENT OF WORK. The Contractor shall provide services in accordance with the terms and conditions of n Request for Proposal (RFP) e ®her ( ) # 21-7860 , including all Attachment(s), Exhibit(s) and Addenda and the Contractor's proposal referred to herein and made an integral part of this Agreement. III The Contractor shall also provide services in accordance with Exhibit A — Scope of Services attached hereto. Page 1 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 16F7 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): 11111 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. I� 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. II costs, including labor, materials, equipment, 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 4.2 Any County agency may obtain services under this Agreement, provided sufficient funds are included in their budget(s). Page 2 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 'CAp 16F7 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. Deli � rsabI Ex • Travel onrl L?cimhiiro b4e I I 'iYYf7'�i �G7 fif�l"ITiP Cff'�J°i7°R7." �^f shall be reimbursed as per Section 112.061 Fla. Stats. D imb rs•ements• shall hn nt the follo ding r� Mileage Bfea'kfa'st $6.O0 Lunch $44-00 Dinner $4-9,00 Airfare e ase-ffe Rental car Actual rental cost limited to compact or standard size vehicles kedging night Actual cost of parking Taxi or Airport Limousine • charges and • feeei$ts-: 5. SALES TAX. Contractor shall pay all sales, consumer, use and other similar taxes associated with the Work or portions thereof, which are applicable during the performance of the Work. Collier County, Florida as a political subdivision of the State of Florida, is exempt from the payment of Florida sales tax to its vendors under Chapter 212, Florida Statutes, Certificate of Exemption # 85-8015966531C. Page 3 of 15 FACON Fixed Price Professional Service Agreement 2021_Ver.l 16F7 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: Downs & St. Germain Research, Inc. Address: 2992 Harbersham Drive Tallahassee, FL 32309 Authorized Agent: Phillip E. Downs Attention Name & Title: Telephone: (850) 906-3111 E-Mail(s): pd@dsg-research.com All Notices from the Contractor to the County shall be deemed duly served if mailed or emailed to the County to: Board of County Commissioners for Collier County, Florida Division Director: Jack Wert Division Name: Tourism Division Address: 2660 Horseshoe Drive. N #105 Naples, FL 34104 Administrative Agent/PM: Jack Wert Telephone: (239) 252-2402 E-Mail(s): Jack.Wert@colliercountyfl.gov The Contractor and the County may change the above mailing address at any time upon giving the other party written notification. All notices under this Agreement must be in writing. 7. NO PARTNERSHIP. Nothing herein contained shall create or be construed as creating a partnership between the County and the Contractor or to constitute the Contractor as an agent of the County. 8. PERMITS: LICENSES: TAXES. In compliance with Section 218.80, F.S., all permits necessary for the prosecution of the Work shall be obtained by the Contractor. The County will not be obligated to pay for any permits obtained by Subcontractors. Payment for all such permits issued by the County shall be processed internally by the County. All non-County permits necessary for the prosecution of the Work shall be procured and paid for by the Contractor. The Contractor shall also be solely responsible for payment of any and all taxes levied on the Contractor. In addition, the Contractor shall comply with all rules, regulations and laws of Collier County, the State of Florida, or the U. S. Government now in force or hereafter adopted. The Contractor agrees to comply with all laws governing the responsibility of an employer with respect to persons employed by the Contractor. Page 4 of 15 CO Fixed Price Professional Service Agreement 202 1_Ver.I 16F7 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. 1■1 Commercial General Liability: Coverage shall have minimum limits of $ 1 ,000,000 Per Occurrence, $2,000,000 aggregate for Bodily Injury Liability and Property Damage Liability. This shall include Premises and Operations; Independent Contractors; Products and Completed Operations and Contractual Liability. B. 1■1 Business Auto Liability: Coverage shall have minimum limits of $500,000 Per Occurrence, Combined Single Limit for Bodily Injury Liability and Property Damage Liability. This shall include: Owned Vehicles, Hired and Non-Owned Vehicles and Employee Non-Ownership. C. la 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 $500,000 for each accident. Page 5of15 4�' Fixed Price Professional Service Agreement 2021_Ver.1 16F7 D. ■ Professional Liability: Shall be maintained by the Contractor to ensure its legal liability for claims arising out of the performance of professional services under this Agreement. Contractor waives its right of recovery against County as to any claims under this insurance. Such insurance shall have limits of not less than $ 1,000,000 each claim and aggregate. Cr-VbeF L4abititY4 GeveRage Ali have illifliffitifF1 ' of F- 1 1 of$ per occurrence. G- ❑ Watercraft: Coverage shall have minimum limits of $ per occurrence. l Li ited-States-Loess# ©re li I Maritime Coveraq $ per occurrence. 6. I I ¢other}:Goveragc 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. Page 6 of 15 f.C40 Fixed Price Professional Service Agreement 2021_Ver.l 16F7 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 Tourism Division 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), IUI Exhibit A Scope of Services, Exhibit B Fee Schedule, III RFP/ ITBII Other ( ) #21-7860 including Exhibits, Attachments and Addenda/Addendum, €ubscqucnt 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. Page7of15 (40 Fixed Price Professional Service Agreement 2021_Ver.l 16F7 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 Ill, 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(c colliercountvfl.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. Page 8of15 ��� Fixed Price Professional Service Agreement 2021_Ver.1 +' 16F7 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 Page 9ofl5 \ ® Fixed Price Professional Service Agreement 202 1_Ver.1 16F7 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. utilized for this Agreement shall be knowledgeable in their areas of expertise. The ete—r-egtEi of time adequate to meet required services. 27. I■1 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. I I O# Di-R--OFPRE-OE---DE--NOE-frra+ Fulade cement shall take precedence over f--the t, the conflict shall be resolved by t or costly oblig 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 76- Page l0of15 \ 40 Fixed Price Professional Service Agreement 2021_Ver.I 16F7 require that its assignee be bound to it and to assume toward Contractor all of the obligations and responsibilities that Contractor has assumed toward the County. 29. SECURITY. The Contractor is required to comply with County Ordinance 2004-52, as amended. Background checks are valid for five (5) years and the Contractor shall be responsible for all associated costs. If required, Contractor shall be responsible for the costs of providing background checks by the Collier County Facilities Management Division for all employees that shall provide services to the County under this Agreement. This may include, but not be limited to, checking federal, state and local law enforcement records, including a state and FBI fingerprint check, credit reports, education, residence and employment verifications and other related records. Contractor shall be required to maintain records on each employee and make them available to the County for at least four (4) years. All of Contractor's employees and subcontractors must wear Collier County Government Identification badges at all times while performing services on County facilities and properties. Contractor ID badges are valid for one (1) year from the date of issuance and can be renewed each year at no cost to the Contractor during the time period in which their background check is valid, as discussed below. All technicians shall have on their shirts the name of the contractor's business. The Contractor shall immediately notify the Collier County Facilities Management Division via e-mail (DL-FMOPS@colliergov.net) whenever an employee assigned to Collier County separates from their employment. This notification is critical to ensure the continued security of Collier County facilities and systems. Failure to notify within four (4) hours of separation may result in a deduction of $500 per incident. (Intentionally left blank -signature page to follow) Page 11 of 15 (e" ®) Fixed Price Professional Service Agreement 2021_Ver.l 16F7 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.,Iir +l00.of Courts & Comptroller"""'`... :,. --, , By: ,, N , Chair Dated: ` . ' . (SEAL est us to tinairman's Contractor't' ° l rAs: Downs & St. Germain Research, Inc. Contractor ---�� ?;,4.- , L),_,, By: i Contractor's First Witness Signature _ n ' ; t n �c'wti, ,�(''1 t ci c i C4(" .1 et..-1 )A\_\ tType/print signature and titlel' TType/print witness namel' c -) lh0-1 kAn- Contractor's Second Witness kC\Acit -\\\c k \ TType/print witness nfnel' Appro as to Form and Legality: 2 item,# b fa- Agenda *12,( -ASSI%1AN1 County Attorney Date satH. ASl/ik vi Date Print Name °\ i':ez' 74'\,c \ •1 1 _,)„,„Cletk ` Q a Page 12 of 15 lb Fixed Price Professional Service Agreement 2021_Ver.1 16F7 Exhibit A Scope of Services ❑ following this page (containing 2 page/s) ❑ this exhibit is not applicable Page 13 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 16F7 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 Cfro Page 1 of 2 Exhibit A—Scope of Services each measurement should include: 6 F 7 • 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) Page 2 of 2 Exhibit A—Scope of Services 16F7 Exhibit B Fee Schedule following this page (pages through 1 ) Page 14 of 15 Fixed Price Professional Service Agreement 2021_Ver.1 \`*�Q 1 F7 RFP #21-7860 "Tourism Research Services EXHIBIT B FEE SCHEDULE COST OF SERVICES Task Description Unit of Quantity Price Total Price* Measure 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 Rate Measure 1 Special Projects (Senior Staff) Hourly $150.00 2 Special Projects(Other Staff) Hourly $75.00 c Page 1 of 1 Exhibit B-Fee Schedule 16F7 Other Exhibit/Attachment Description: following this page (pages through ) ❑I this exhibit is not applicable Page 15of15 40 Fixed Price Professional Service Agreement 2021_Ver.1 16F7 ��_„„, DOWN&ST-01 TBEAUDOIN 4 RO CERTIFICATE OF LIABILITY INSURANCE DATE(MMIDD/YYYY) 6/20/2021 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT Hub International Florida NAME: PHONE 1117 Thomasville Road (A/c,No,Ext):(850)386-1111 I jATa,No(850)385-9827 Tallahassee,FL 32303 E-MAIL ADDRESS: INSURER(S)AFFORDING COVERAGE NAIC# -- - - -- INSURER A:Nationwide General Insurance Company 23760 INSURED INSURER B:Owners Insurance Company 32700 Downs&St.Germain Research,Inc. INSURER c:Southern-Owners Insurance Company 10190 2992 Habersham Dr. INSURER D:Technology Insurance Company 42376 Tallahassee,FL 32309 INSURER E:Continental Casualty Company 20443 INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUER POLICY EFF POLICY EXP LTR INSD WVD POLICY NUMBER IMM/DD/YYYY1 IMM/DD/YYYYI LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE X OCCUR X BP02320031601 4/3/2021 4/3/2022 pREMIEES(Ea NT ence) $ 100,000 MED EXP(Any one person) $ Included PERSONAL&ADVINJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 X POLICY LOC PRODUCTS-COMP/OPAGG $ 2,000,000 OTHER: B $ AUTOMOBILE LIABILITY (Ca BINEDtSINGLE LIMIT $ 1,000,000 X ANY AUTO X 5129450301 7/10/2021 7/10/2022 BODILY INJURY(Per person) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY(Per accident) $ HIRED NON-(VANED PROPERTY DAMAGE AUTOS ONLY _ AUTOS ONLY (Per acc dent) $ $ C X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 1,000,000 EXCESS LIAB CLAIMS-MADE 5129450302 4/3/2021 4/3/2022 AGGREGATE $ DED X RETENTION$ 10,000 Aggregate $ 1,000,000 D AND EMPLOYERS LIABILITY X STATUTE ERH ANY PROPRIETOR/PARTNER/EXECUTIVE Y/N AWC1166977 4/3/2021 4/3/2022 E.L.EACH ACCIDENT $ 500,000 OFFICER/MEMBER EXCLUDED? N/A 500,000 (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under 500,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ E Professional Liab 652304255 1/10/2021 1/10/2023 Per Claim 2,000,000 E Professional Liab 652304255 1/10/2021 1/10/2023 Aggregate 2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Collier County Board of County Commissioners,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 CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Collier County Board of County Commissioners THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 3295 Tamiami Trail E. 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