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Backup Document 06/14/2022 Item #16F1 ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP REC IV TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO 1JUN 4 0 2 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 CALWAttornsy., Office at the time the item is placed on the agenda. All completed routing slips and original documents must be received in the CotliitrktROPPYrneut 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 Initials Date 1. Risk Risk Management 6//Y12Z 2. County Attorney Office County Attorney Office ,per 4. BCC Office Board of County Commissioners (JA 4 p! 6115/zt 4. Minutes and Records Clerk of Court's Office Le t1Z241 '9) 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 Ana Reynoso/PURCHASING Contact Information 239-252-8950 Contact/ Department Agenda Date Item was June 14,2022 Agenda Item Number 16.F.1. Approved by the BCC Type of Document CONTRACT Number of Original 1 Attached Documents Attached PO number or account N/A 22-7956 SMITH, BRYAN number if document is SMITH, BRYAN & MYERS, INC. to be recorded & MYERS, 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 AR 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 AR 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 AR 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 06/14/2022 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. 7Ih "' 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 /� n✓h an option for Chairman's signature. � � this line. 1 6 F ,1 Ann P. Jennejohn From: Ann P.Jennejohn Sent: Wednesday,June 15, 2022 11:19 AM To: AnaReynosoVEN Subject: Contract#22-7956 w/Smith, Bryan & Myers, Inc. (Item #16F1 6-14-22) Attachments: #22-7956 (Smith, Bryan & Myers, Inc.).pdf Goods Morvtivtg, Please see the attached executed covttract for your records. Mark you. Ann ✓ennejotin 13MR Sevtior Deputy Clerk II 0r.11-t!!!„ Clerk to the Value Adjustment Board Office: 239-252-8406 Fax: 239-252-8408 (if applicable) Avtvt.Jevtvtjjohvt@CollierClerk.cowt rT Office of the Clerk of the Circuit Court Sr Comptroller of Collier County 3299 Tavvtiawti Trail, Suite #401 Naples, FL 34112-5324 www.CollierClerk.cowt i 16F1 FIXED FEE PROFESSIONAL SERVICE AGREEMENT # 22-7956 for Professional State Lobbyist Services THIS AGREEMENT, made and entered into on this I `( day of ToAE , 20 22 , by and between Smith, Bryan & Myers, Inc. authorized to do business in the State of Florida, whose business address is 311 East Park Avenue, Tallahasse, FL 32301 ,(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; or ❑� on October 1, 2022 ,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 ■ Purchase Order Notice to-Proceed Wodk-Order. 3. STATEMENT OF WORK. The Contractor shall provide services in accordance with the terms and conditions of • Request for Proposal (RFP) ❑ Invitation-to Sid, 1TB # 22-7956 , including all Attachment(s), Exhibit(s) and Addenda and the Contractor's proposal referred to herein and made an integral part of this Agreement. 1.1 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 2022_Ver.l 16F1 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. ❑ T -an The--6o # g-rees-te-pey-th ofleber-ties-empieyees-and-subeontraotors4o-perfarm the-work-(nu eof1y- ate};and--fur-- ter is and---equipment aterials---plus--th ont"erku :-- is • rattily estirn. t requirements-would-m • pfact7ice, hesv rlt ctss-iecludeµbaok-up-d ; ' 'ces-would-incl e number of-hours-work • • an f ^ornpa /o r-for r-actor timekeeping-or-pa , • or Vquipll ll 1 in of csr and other reimbursable-deeumentation-fort-he-preject ❑ Unit Price: The County agrees-to-pay-a-firm-total-#i-xed---pr-ie ' ®f all costs^;in c pm,,ntre ri erhe pro t user =c r ge-er ea tom}--Th -ust identify the unit price and th, 'ts reoeiv 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 2022_Ver.1 CA 16F1 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--Reimburs-a-ble_Exponses __ Travel... and Reimbursable Expenses-mustM b�eapproved-in-advance-in-writing-by/i ,,}ihne- nty.the —�n :)hail."bce.-re' `isl 'rs ,,�."'i'�..s-p^er-Sectio }_i'1.2:061-Fia,S"tats 7 Reimbursements-shag be at the"following.,-F te'.s Mileage $00 444:5'per mile Breakfast $6,00 Lunch $1..1-.00 Dinner $19.00 Airfare Actual-ticket-cost-limited to-tourist-or-coach class-fare Rental-ear Aot a rre,nta'l `cost-Limited~ -to com pact 'ter standard-size-vehicles t"rd-size"'V"e'.".hicles Lodging Actual-cost of-lodging cap-of-no-more th an-$450,00-pe r might Parking Actual-cost-of-parking Taxi or-Airport Li eusine Aetaal-ccstof-eithert-a-xk Faifport line Reimbursable-items....other than---travel-e pence sha11--he--limited..._to..4he_.following:. telephone. ong.distance....charges fax- charges .--photacopying-surges.-,and pva Reimbursable-item 1 be-paid-onll -after'C.e(nta r 'ctor provider!--all rV Veipts": Ge recto.t• sholt"be'"responsible-for, -all-other--cost an" e..x J.. associated- ith-action es-and--solicitations undertaken-pursuant-to-this Agreement, 5. SALES TAX. Contractor shall pay all sales, consumer, use and other similar taxes associated with the Work or portions thereof, which are applicable during the performance of the Work. Collier County, Florida as a political subdivision of the State of Florida, is exempt from the payment of Florida sales tax to its vendors under Chapter 212, Florida Statutes, Certificate of Exemption # 85-8015966531C. Page 3 of 15 Fixed Price Professional Service Agreement 2022_Ver.I 16F1 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: Smith, Bryan & Myers, Inc. Address: 311 East Park Avenue Tallashassee, FL 32301 Authorized Agent: Matt Bryan, President Attention Name & Title: Telephone: (850) 224-5081 E-Mail(s): LHurley@smithbryanandmyers.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 Name: Communications, Government & Public Affiars Division Director: John Mullins Address: 3299 Tamiami Trail East, Suite 102 Naples, FL 34112-5746 Administrative Agent/PM: John Mullins Telephone: (239) 252-2520 E-Mail(s): John.Mullins@colliercountyfl.gov The Contractor and the County may change the above mailing address at any time upon giving the other party written notification. All notices under this Agreement must be in writing. 7. NO PARTNERSHIP. Nothing herein contained shall create or be construed as creating a partnership between the County and the Contractor or to constitute the Contractor as an agent of the County. 8. PERMITS: LICENSES: TAXES. In compliance with Section 218.80, F.S., all permits necessary for the prosecution of the Work shall be obtained by the Contractor. The County will not be obligated to pay for any permits obtained by Subcontractors. Payment for all such permits issued by the County shall be processed internally by the County. All non-County permits necessary for the prosecution of the Work shall be procured and paid for by the Contractor. The Contractor shall also be solely responsible for payment of any and all taxes levied on the Contractor. In addition, the Contractor shall comply with all rules, regulations and laws of Collier County, the State of Florida, or the U. S. Government now in force or hereafter adopted. The Contractor agrees to comply with all laws governing the responsibility of an employer with respect to persons employed by the Contractor. Page 4 of 15 Fixed Price Professional Service Agreement 2022_Ver.1 C 1 6F 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. 11-11 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. ❑ Business Auto—Liability-: Coverage shall have---minimumlimits of $ Per-Occurren , and-Rrepe, , C. n Workers' Compensation: Insurance covering all employees meeting Statutory Limits in compliance with the applicable state and federal laws. The coverage must include Employers' Liability with a minimum limit of $ 1,000,000 for each accident. Page 5 of 15 Fixed Price Professional Service Agreement 2022_Ver.l 16F1 D. n 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. ❑ Cber-L:W it -Coverage.shall ha itc_mc _a � .....w pe-r occurrence, n Technollo j -Erro$"s... n vrrnisi.'eri^v'W' s-:--' verage-shall,rhave minimum limits of '. per-occurrence. G.- ❑ Watercraft-Coverage-shall have minimum-limits-of—of $ occurrence, ❑ United States-Longshoreman's and--Harhonvorker's Act-Coverage--shalt be--maintained-where-applicable to the completion-of the--work $ per-o urr'ence ❑ Maritime-_Coverage-(Jones-A Coverage shall_ have minimum-limits-of per-occurrence, n (ether): Coverage-shall have minimum limits of -w, --pe-r occurrence: ❑ (other): Coverage shall-have minim amn.lrm is of$ peroveurfenee-: Special Requirements: Collier County Board of County Commissioners, OR, Board of County Commissioners in Collier County, OR, Collier County Government shall be listed as the Certificate Holder and included as an "Additional Insured" on the Insurance Certificate for Commercial General Liability where required. This insurance shall be primary and non-contributory with respect to any other insurance maintained by, or available for the benefit of, the Additional Insured and the Contractor's policy shall be endorsed accordingly. Current, valid insurance policies meeting the requirement herein identified shall be maintained by Contractor during the duration of this Agreement. The Contractor shall provide County with certificates of insurance meeting the required insurance provisions. Renewal certificates shall be sent to the County thirty (30) days prior to any expiration date. Coverage afforded under the policies will not be canceled or allowed to expire until the greater of: thirty (30) days prior written notice, or in accordance with policy provisions. Contractor shall also notify County, in a like manner, within twenty-four (24) hours after receipt, of any notices of expiration, cancellation, non-renewal or material change in coverage or limits received by Contractor from its insurer, and nothing contained herein shall relieve Contractor of this requirement to provide notice. Page 6 of 15 Fixed Price Professional Service Agreement 2022_Ver.l 16F1 Contractor shall ensure that all subcontractors comply with the same insurance requirements that the Contractor is required to meet. 13. INDEMNIFICATION. To the maximum extent permitted by Florida law, the Contractor shall defend, indemnify and hold harmless Collier County, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, whether resulting from any claimed breach of this Agreement by Contractor, any statutory or regulatory violations, or from personal injury, property damage, direct or consequential damages, or economic loss, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the Contractor or anyone employed or utilized by the Contractor in the performance of this Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an indemnified party or person described in this paragraph. This section does not pertain to any incident arising from the sole negligence of Collier County. 13.1 The duty to defend under this Article 13 is independent and separate from the duty to indemnify, and the duty to defend exists regardless of any ultimate liability of the Contractor, County and any indemnified party. The duty to defend arises immediately upon presentation of a claim by any party and written notice of such claim being provided to Contractor. Contractor's obligation to indemnify and defend under this Article 13 will survive the expiration or earlier termination of this Agreement until it is determined by final judgment that an action against the County or an indemnified party for the matter indemnified hereunder is fully and finally barred by the applicable statute of limitations. 14. AGREEMENT ADMINISTRATION. This Agreement shall be administered on behalf of the County by the Communications, Government and Public Affairs 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), n Exhibit A Scope of Services, Exhibit B Fee Schedule, • RFP/ ❑ IT,B1 n Other .._______.. .__-_______. ..., _ __... ) #22-7956 including Exhibits, Attachments and Addenda/Addendum, n subsequent-quotes; and ❑ Other,.Exh,bitlnttachment- 17. APPLICABILITY. Sections corresponding to any checked box ) will expressly apply to the terms of this Agreement. Page 7 of 15 Fixed Price Professional Service Agreement 2022_Ver.1 1 6 F 1 18. SUBJECT TO APPROPRIATION. It is further understood and agreed by and between the parties herein that this Agreement is subject to appropriation by the Board of County Commissioners. 19. PROHIBITION OF GIFTS TO COUNTY EMPLOYEES. No organization or individual shall offer or give, either directly or indirectly, any favor, gift, loan, fee, service or other item of value to any County employee, as set forth in Chapter 112, Part III, Florida Statutes, Collier County Ethics Ordinance No. 2004-05, as amended, and County Administrative Procedure 5311. Violation of this provision may result in one or more of the following consequences: a. Prohibition by the individual, firm, and/or any employee of the firm from contact with County staff for a specified period of time; b. Prohibition by the individual and/or firm from doing business with the County for a specified period of time, including but not limited to: submitting bids, RFP, and/or quotes; and, c. immediate termination of any Agreement held by the individual and/or firm for cause. 20. COMPLIANCE WITH LAWS. By executing and entering into this Agreement, the Contractor is formally acknowledging without exception or stipulation that it agrees to comply, at its own expense, with all federal, state and local laws, codes, statutes, ordinances, rules, regulations and requirements applicable to this Agreement, including but not limited to those dealing with the Immigration Reform and Control Act of 1986 as located at 8 U.S.C. 1324, et seq. and regulations relating thereto, as either may be amended; taxation, workers' compensation, equal employment and safety including, but not limited to, the Trench Safety Act, Chapter 553, Florida Statutes, and the Florida Public Records Law Chapter 119, 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: Division of Communications, Government and Public Affairs 3299 Tamiami Trail East, Suite 102 Naples, FL 34112-5746 Telephone: (239) 252-8999 Email: PublicRecordRequesWcolliercountvfLgov 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 Page 8 of 15 Fixed Price Professional Service Agreement 2022_Ver.l 16F1 that does not exceed the cost provided in this chapter or as otherwise provided by law. 3. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the Contractor does not transfer the records to the public agency. 4. Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of the Contractor or keep and maintain public records required by the public agency to perform the service. If the Contractor transfers all public records to the public agency upon completion of the contract, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Contractor keeps and maintains public records upon completion of the contract, the Contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the public agency, upon request from the public agency's custodian of public records, in a format that is compatible with the information technology systems of the public agency. If Contractor observes that the Contract Documents are at variance therewith, it shall promptly notify the County in writing. Failure by the Contractor to comply with the laws referenced herein shall constitute a breach of this Agreement and the County shall have the discretion to unilaterally terminate this Agreement immediately. 21. OFFER EXTENDED TO OTHER GOVERNMENTAL ENTITIES. Collier County encourages and agrees to the successful Contractor extending the pricing, terms and conditions of this solicitation or resultant Agreement to other governmental entities at the discretion of the successful Contractor. 22. AGREEMENT TERMS. If any portion of this Agreement is held to be void, invalid, or otherwise unenforceable, in whole or in part, the remaining portion of this Agreement shall remain in effect. 23. ADDITIONAL ITEMS/SERVICES. Additional items and/or services may be added to this Agreement in compliance with the Procurement Ordinance, as amended, and Procurement Procedures. 24. DISPUTE RESOLUTION. Prior to the initiation of any action or proceeding permitted by this Agreement to resolve disputes between the parties, the parties shall make a good faith effort to resolve any such disputes by negotiation. The negotiation shall be attended by representatives of Contractor with full decision-making authority and by County's staff person who would make the presentation of any settlement reached during negotiations to County for approval. Failing resolution, and prior to the 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 Page 9 of 15 Fixed Price Professional Service Agreement 2022_Ver.l 1 6 F 1 shall be attended by representatives of Contractor with full decision-making authority and by County's staff person who would make the presentation of any settlement reached at mediation to County's board for approval. Should either party fail to submit to mediation as required hereunder, the other party may obtain a court order requiring mediation under section 44.102, Fla. Stat. 25. VENUE. Any suit or action brought by either party to this Agreement against the other party relating to or arising out of this Agreement must be brought in the appropriate federal or state courts in Collier County, Florida, which courts have sole and exclusive jurisdiction on all such matters. 26. • KEY PERSONNEL. The Contractor's personnel and management to be utilized for this project shall be knowledgeable in their areas of expertise. The County reserves the right to perform investigations as may be deemed necessary to ensure that competent persons will be utilized in the performance of the Agreement. The Contractor shall assign as many people as necessary to complete the services on a timely basis, and each person assigned shall be available for an amount of time adequate to meet the required service dates. The Contractor shall not change Key Personnel unless the following conditions are met: (1) Proposed replacements have substantially the same or better qualifications and/or experience. (2) that the County is notified in writing as far in advance as possible. The Contractor shall make commercially reasonable efforts to notify Collier County within seven (7) days of the change. The County retains final approval of proposed replacement personnel. f`L7f`GMFNT._C_T.,A FF!Nn _ he rontractor's_personnel -and management to be utilized---f-er'$'his Agreement-shall-be-knowledgeable-in-their-areas-of expertise, The County--reser,lo ,-the-rig..1 t_to-po for i--'investigatio is--..as..-may-be-deemed-necessary-to en'sur hat-comp e-ntpersons,.w+lie-• tiliz d in--the-perforerance-of-the-Agreement The.a Contractor-s1 a i arry—people-as-n ecessary 4e complets-reduire8 services on a tir ely-basisr and.eae --per�assignod shall-be available-for-an-amount t of time a dequare--to--meet-required- rv+ces: 27. (Ul 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-RR€-CED NCE4Gra t-Eu -d :-1,n-the event-of-any-conflict-between er-- among the---t a•s-of-•any--ef-a-the--Contract c• me ts-a r- Oaunty's-Beard approved,,Executive Summapprthe-terms-of thee, Ag reerment hall take precedence over the terms-af li o'thor--Contrast Doouments;except-.the-terns of.any-Supplemental Go 'tion 8 Shull tal edence-ev t Ag-roement. To-the-ex ntmaBy t-4n he terms-of-the—Goat ac-t Docm'ents cannot reso ed---b -application--of-the Supplemental -Conditions -or-the Agreement-the-conflict sha b ll be resolve y mpo"f..ing....:the�l. -moire striot."o-r-"'r:`"'i'o.'9'tly-obligation..under.w:the,C•vntwitnrci„,..Documents-upon the Contactor-at Count'j 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 Page 10 of 15 Fixed Price Professional Service Agreement 2022_Ver.I Cp0 16FI this Agreement, or any part herein, without the County's consent, shall be void. If Contractor does, with approval, assign this Agreement or any part thereof, it shall require that its assignee be bound to it and to assume toward Contractor all of the obligations and responsibilities that Contractor has assumed toward the County. 29. SECURITY. The Contractor is required to comply with County Ordinance 2004-52, as amended. Background checks are valid for five (5) years and the Contractor shall be responsible for all associated costs. If required, Contractor shall be responsible for the costs of providing background checks by the Collier County Facilities Management Division for all employees that shall provide services to the County under this Agreement. This may include, but not be limited to, checking federal, state and local law enforcement records, including a state and FBI fingerprint check, credit reports, education, residence and employment verifications and other related records. Contractor shall be required to maintain records on each employee and make them available to the County for at least four (4) years. All of Contractor's employees and subcontractors must wear Collier County Government Identification badges at all times while performing services on County facilities and properties. Contractor ID badges are valid for one (1) year from the date of issuance and can be renewed each year at no cost to the Contractor during the time period in which their background check is valid, as discussed below. All technicians shall have on their shirts the name of the contractor's business. The Contractor shall immediately notify the Collier County Facilities Management Division via e-mail (DL-FMOPS@colliergov.net) whenever an employee assigned to Collier County separates from their employment. This notification is critical to ensure the continued security of Collier County facilities and systems. Failure to notify within four (4) hours of separation may result in a deduction of $500 per incident. (Intentionally left blank-signature page to follow) Page 11 of 15 Fixed Price Professional Service Agreement 2022_Ver.1 c�O 16F1 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 the Circuit Court and Comptroller ..... _ Byt146'e) ___ Willi m L. McDaniel Jr. , Chairman Dated . ' 41111(4#41 ( 11A ". Signattlte,0.4 Contractor's Witnesses: Smith, Bryan & Myers, Inc. Contractor VDU. v(30 041 C ntractor's First Wi ness Signature 1, • Ter-C , e t.ckevi-- loio \MN/SOCK-I TType/print signature titleT TType/print witness nameT Contractor's Second Witness o‘ &%son c\nk-k:AvN TType/print witness nameT sve as to rm and Legality: b{tp AV County Attorne Print Na e Page 12 of 15 11* Fixed Price Professional Service Agreement 2022 Ver Ip,0 16F1 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 2022_Ver.l Request for Proposal (RFP) #22-7956 1 6 F 1 "Professional State Lobbyist Services" State government lobbying services are needed, based in Tallahassee, on behalf of the County where they will advocate policy positions, as adopted by the Board, and monitor and report on emerging issues and actions of the legislative and executive branches. DETAILED SCOPE OF WORK The CONTRACTOR/CONSULTANT shall provide and perform the following professional services which shall constitute the GENERAL SCOPE of the SERVICES under the covenants, terms, and provisions of this agreement. The CONTRACTOR/CONSULTANT will represent and advocate the Collier County Board of County Commissioner's policy positions, as adopted by the Board, and as directed by the County Manager, or their designee, before the legislative and executive branches of the State of Florida. The CONTRACTOR/CONSULTANT shall perform the following services, including but not limited to: 1. Consult with designated County staff to recommend, review, and draft proposed legislative priorities ahead of each regular or special legislative session. 2. If requested, participate in presenting the proposed legislative priorities and/or any after-action report to the Board. 3. Devise and diligently execute strategies that accomplish the legislative and administrative goals of the Board. 4. Monitor legislative and executive activity that could materially impact Collier County and suggest the most effective approach in achieving the best outcome for the County. 5. Provide regular oral and written updates to the County Manager, or their designee, on issues potentially impacting Collier County during any regular or special session and during legislative interim committee weeks. 6. Secure sponsors for bills and amendments that further the legislative goals of the County. 7. Lobby, consistent with Board adopted positions, for or against legislation to achieve the legislative goals of the County. 8. Coordinate meetings with appropriate legislative members, key staff, and executive level officials and personnel. 9. Promptly notify the County Manager, or their designee, of any potential or actual conflicts of interest arising from the lobbyist's and/or lobbying firm's legislative efforts. 10. Monitor and report on the rulemaking process when it could potentially materially impact the County. 11. When approved by the County Manager, or their designee, represent the County at applicable coalition and association meetings. 12. Aggressively pursue and report on funding opportunities that may benefit projects, programs, and services applicable to Collier County. Page 1 of 2 Scope of Services • 1 6 F 1 Request for Proposal (RFP) #22-7956 "Professional State Lobbyist Services" The CONTRACTOR/CONSULTANT should have advocacy experience in the following topical areas, including but not limited to: • Administrative Rules & Procedures • Mitigation Banking • Airports & Aviation • Museums • Affordable Housing • Parks & Recreation • Appropriations & County Funding Streams • Planning & Zoning • Beach Access & Renourishment • Preemption& Home Rule • Code Enforcement • Property Tax • Community Redevelopment Agencies • Procurement • Domestic Animal Services • Public Transit • Emergency Services • Recycling • Employment Law • Solid Waste • Impact Fees • Transportation • Information Technology • Vacation Rentals • Inland Oil Drilling (Fracking) • Veterans' Services • Libraries • Water Quality & Quantity Management • Licensing & Permitting The County will not be restricted to utilizing, on an exclusive basis,the services of the CONTRACTOR/CONSULTANT. The County may, at times, need additional specialized lobbying services, which may be solicited on an independent basis. The CONTRACTOR/CONSULTANT must be able to register and be approved as an executive and legislative branch lobbyist in the State of Florida. The CONSTRACTOR/CONSULTANT will meet with the County Manager, or his/her designee, to have a work plan assigned. The County Manager, or his/her designee, will have the sole discretion in directing the CONSTRACTOR/CONSULTANT on the County's behalf. Page 2 of 2 Scope of Services 16F1 Exhibit B Fee Schedule following this page (pages 1 through 1 Page 14 of 15 Fixed Price Professional Service Agreement 2022_Vec l ;)0 G Request for Proposal (RFP) #22-7956 1 6 F 1 "Professional State Lobbyist Services" EXHIBIT B FEE SCHEDULE Task Description Compensation to CONTRACTOR/CONSULTANT Professional Lobbyist Services $75,000* per year paid in 12 equal installments of$6,250 per month *Annual not-to-exceed compensation inclusive of all costs, to be paid on a monthly basis. Payments shall be full compensation for all services, labor, tools, equipment, travel, and any other items required for project completion and/or completion of services outlined in Exhibit A of the Agreement. Compensation shall remain firm for the initial term of the agreement. Page 1 of 1 FEE SCHEDULE Other Exhibit/Attachment 1 6 F 1 Description: following this page (pages through ) • this exhibit is not applicable Page 15 of 15 Fixed Price Professional Service Agreement 2022_Ver.l450 16F1 A CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 3/18/2022 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 Higginbotham Insurance Agency, Inc. P PHHON: Nicole McNorton ONE FAX 11 West Garden St. (A/C No.Ext.): 850-601-0866 (A/c,No): Pensacola FL 32502 E-MAIL ADDRESS: ADDREss: NMcNorton hi Inbotham.net INSURER(S)AFFORDING COVERAGE NAIC I« License#:2081754 INSURER A:Axis Surplus Insurance Company 26620 INSURED SMITBRY-01 INSURER B:Scottsdale Insurance Company 41297 Smith, Bryan, & Myers, Inc. &Matthew A. Bryan&Julie S. Myers And 311 E Park Avenue, LLC INSURER C:Associated Industries Insurance Company, Inc. 23140 311 E Park Avenue INSURER D: Landmark American Insurance Company 33138 Tallahasse FL 32301 INSURERS: INSURER F: COVERAGES CERTIFICATE NUMBER:1911117768 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR ' POLICY EFF I POLICY EXP - LTR INSD WVD POLICY NUMBER I(MM/DDIYYYY) (MM/DD/YYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY Y ESC92408 i 7/7/2021 7/7/2022 EACH OCCURRENCE $1,000,000 CLAIMS-MADE X OCCUR DAMAGE TO RENTED PREMISES(Ea occurrence) $100,000 MED EXP(Any one person) $5,000 _. PERSONAL&ADV INJURY $1,000,000 j GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 POLICY PRO- JECT LOC I PRODUCTS-COMP/OP AGG $Included OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ (Ea accident) ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY(Per accident) $ HIRED NON-OWNED PROPERTY DAMAGE AUTOS ONLY ir AUTOS ONLY $ (Per accident) B UMBRELLA LIAB ' X OCCUR XBS0141667 7/7/2021 7/7/2022 EACH OCCURRENCE $1,000,000 X EXCESS LIAB CLAIMS-MADE AGGREGATE $1,000,000 DED RETENTION$ C WORKERS COMPENSATION AWC1170976 9/27/2021 9/27/2022 X ER $ OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $500,000 OFFICER/MEMBEREXCLUDED? N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $500,000 If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $500,000 D Professional Liability LHR791714 ' 9/23/2021 9/23/2022 General Aggregate 1.000,000 Each Occurence 1,000,000 I I DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Collier County Board of County Commissioners is listed as an additional insured in regards to general liability as required by written contract.The insurance provided 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 venders policy should be endorsed accordingly.A 30 day notice of cancellation required.The Certificate Holder shall be named as Collier County Board of County Commissioners,OR,Board of County Commissioners in Collier County,OR Collier County Government,OR Collier County. For any and all work performed on behalf of Collier County. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Collier County Board of County Commissioners 3295 Tamiami Trail East Naples FL 34112 AUTHORIZED REPRESENTATIVE . ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD