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Agenda 01/24/2023 Item #16F2 (To provide tourism sales representation services for the Midwest United States region which promotes Collier County as a meeting destination)
SEE REVERSE SIDE Proposed Agenda Changes Board of County Commissioners Meeting January 24, 2023 Move item 17A to 9B: ***This item has been Continued from the December 13, 2022 BCC Meeting *** Recommendation to approve an Ordinance of the Board of County Commissioners of Collier County, Florida, amending Ordinance Number 04‐41, as amended, the Collier County Land Development Code, which includes the comprehensive land regulations for the unincorporated area of Collier County, Florida, that revises the procedures and approval process for Comparable Use Determinations within zoning districts and requires Conditional Use or Minor Conditional Use Approval in addition to a Comparable Use Determination in all zoning districts except for Planned Unit Development zoning districts that expressly provide for Comparable Use Determinations, by providing for: Section One, Recitals; Section Two, Findings of Fact; Section Three, Adoption of Amendments to the Land Development Code, more specifically amending the following: Chapter Two Zoning Districts and Uses, including Section 2.03.00 Zoning Districts, Permitted Uses, Accessory Uses, and Conditional Uses, Section 2.03.03 Commercial Zoning Districts, Section 2.03.04 Industrial Zoning Districts, Section 2.03.05 Civic and Institutional Zoning Districts, Section 2.03.07 Overlay Zoning Districts, and Section 2.03.09 Open Space Zoning Districts, and Chapter Ten Application, Review, and Decision‐Making Procedures, including Section 10.02.06 Requirements for Permits, and Section 10.03.06 Public Notice and Required Hearings for Land Use Petitions; Section Four, Conflict and Severability; Section Five, Inclusion in the Collier County Land Development Code; and Section Six, Effective Date. [PL20220000207] (First of two hearings) (All Districts) (Commissioner Saunders and Commissioner LoCastro’s separate requests) Move item 16A7 to 11C: Recommendation to approve and execute a Florida Department of Transportation (FDOT) Beautification Grant, Landscape Maintenance Memorandum of Agreement with FDOT in which Collier County will be reimbursed up to $100,000 for median irrigation and landscaping improvements on US 41 (State Road 45/ State Road 90), Lee County Line to Vanderbilt Beach Road, authorize the Chairman to sign and execute the Agreement and related documents, authorize the necessary budget amendments, and allow project activity. (District 2) (Commissioner McDaniel’s request) Move item 16A8 to 11D: Recommendation to award Invitation to Bid ("ITB") No. 22‐8046, "Davis Blvd (SR‐84) Landscape Improvements ‐ Grant Funded" project, to Hannula Landscaping and Irrigation, Inc., in the amount of $425,783.79, authorize the Chairman to sign the attached Agreement, and approve the necessary budget amendments. (District 4) (Commissioner McDaniel’s request) Move item 16A9 to 11E: Recommendation to award Invitation to Bid ("ITB") No. 22‐8047, "Collier Blvd (SR‐951) Landscape Improvements ‐ Grant Funded" project, to Hannula Landscaping and Irrigation, Inc. in the amount of $526,622.75, authorize the Chairman to sign the attached Agreement, and approve the necessary budget amendments. (District 1) (Commissioner McDaniel’s request) Move item 16F2 to 11F: Recommendation to award Request for Proposal (“RFP”) #22‐8026, “Tourism Sales Representation – Midwest United States” to Synergy‐Connect, LLC, make a finding that this action promotes tourism, and authorize the Chairman to execute the Agreement. (All Districts) (Commissioner McDaniel’s and Commissioner LoCastro’s separate requests) Move item 16A13 to 15B2: Recommendation to accept the January 2023 Project Update For ‘Vanderbilt Beach Road Extension.’ (Project 60168) (All Districts) (Commissioner Saunders Request) Notes: Revise Item 17A (9B) Attachment 1 “CUD Draft Ordinance”: On page 4 Section 2.03.00.1 strike the text “all Planned Unit Development zoning districts and” from the first line. It should now read “Rules for Interpretation of Uses. In any zoning district, where the list of permitted uses contains the phrase…”. TIME CERTAIN ITEMS: Item 5A to be heard at 10:00 AM: Presentation from the U.S. Army Corps of Engineers on the County Coastal Storm Risk Management Feasibility Study. 1/24/2023 8:56 AM 01/24/2023 EXECUTIVE SUMMARY Recommendation to award Request for Proposal (“RFP”) #22-8026, “Tourism Sales Representation - Midwest United States” to Synergy-Connect, LLC, make a finding that this action promotes tourism, and authorize the Chairman to execute the Agreement. OBJECTIVE: To provide tourism sales representation services for the Midwest United States region which promotes Collier County as a meetings destination. CONSIDERATIONS: Collier County has been represented in the Midwest region of the United States since 2017. Presence in this market has been beneficial in bringing group meetings and conventions to Southwest Florida. Over the course of this term and relationship, the Midwest region remains a leading market of potential corporate, association and group meetings for Collier County. The representation in this market has attracted a myriad of meeting professionals and decision makers to consider our area for future meetings and conferences via direct sales initiatives. This can be attributed to sales solicitation and education of meeting professionals and decision makers about Florida’s Paradise Coast region and our hospitality partners. In 2015, the Tourism Division was encouraged by the Collier County tourism industry to contract with a comp any based in the Midwest US market, where prospects are located, to represent our area for future group meetings, resulting in the representation by Synergy-Connect, LLC in 2017. This decision has proved very beneficial, with efforts reflecting more than a 334% increase in the amount of group meeting lead opportunities from the Midwest market from 2019 to 2022. The agency is on target to surpass that number of leads from the Midwest for 2022. The Midwest market now generates approximately 20% of overall group meeting leads. In 2021, this effort generated 139 meeting lead opportunities, representing $40,676,192 of potential direct business from the Midwest market. The role of the Midwest United States regions representative is an extension of the Collier County Tourism Division for all efforts occurring and taking place within the Midwest Region of the US, as well as others assigned by the CVB Group Sales Supervisor, including but not limited to events in the Midwest and /or those held throughout the US and elsewhere. Such responsibilities include but not limited to educating planners and their clients on Collier County hotels, attractions, dining, shopping, beaches, etc.; attending and coordinating trade shows and events; coordinating site inspections, client events and FAM (familiarization) trips; compiling monthly reports on all sales calls, tradeshows regional tourism events, sales and media missions and Familiarization Trips (FAMs) conducted; preparation and presentation of proposed annual marketing plan; and providing lead generation for group business. The target markets for these calls, sales missions, trade shows and leads will be corporate and association meeting planners and incentive houses including, but not limited to, those located in Minnesota, Wisconsin, Illinois, Kansas, Michigan, and Indiana with focus on Minneapolis, Milwaukee, Chicago, Kansas City, Dearborn, and South Bend. The focus will be on Incentive, Corporate and Luxury markets. On July 29, 2022, the Procurement Services Division released notices of Request for Proposal #22-8026 for Tourism Sales Representation - Midwest United States, and one (1) responsive and responsible proposal was received by the September 14, 2022 deadline. The solicitation was extended for an additional two (2) week period. Vendor outreach was conducted during the extension period to increase competition. The Selection Committee met on October 18, 2022, and after review of the proposal and deliberation, the Committee evaluated and ranked the firm as shown below. The Committee determined that oral presentations were not required. Staff is recommending award to the top-ranked firm, Synergy-Connect, LLC. Synergy-Connect, LLC’s team has over 20 years of experience in the tourism hospitality ind ustry and is also the current provider of Tourism Sales Representation - Midwest United States for Collier County. Company Name Final Ranking Synergy-Connect, LLC 1 16.F.2 Packet Pg. 670 01/24/2023 This agreement will replace existing Agreement #17-7120 with Synergy-Connect, LLC, and will commence upon Board approval. FISCAL IMPACT: Funds for marketing services are provided in the FY23 Tourist Development Tax supported Tourism Promotion Fund (184) budget. The projected contract spend is $109,000 annually for Midwest Region United States market. GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan with this Executive Summary. ADVISORY COMMITTEE RECOMMENDATION: The recommendation was presented to the Tourist Development Council during the regularly scheduled meeting on November 28, 2022 and approved unanimously 7- 0. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for approval. - CMG RECOMMENDATION: That the Board award Request for Proposal #22-8026, “Tourism Sales Representation - Midwest United States” to Synergy-Connect, LLC, make a finding that this action promotes tourism, and authorize the Chairman to execute the attached Agreement. Prepared by: Paul Beirnes, Tourism Division ATTACHMENT(S) 1. 22-8026 CAOVS_Agreement SynergyConnect (PDF) 2. 22-8026 Synergy Notice of Recommended Award_Signed (PDF) 3. 22-8026 Synergy Final Ranking (PDF) 4. Synergy Insurance ACORD 0025 2016-03 Acroform (PDF) 5. Synergy NEW Collier County - Naples CVB 2022 Proposal (PDF) 6. Synergy rptBOCCert (PDF) 7. Synergy solicitation Dale Mabry Diversion RFQ (PDF) 16.F.2 Packet Pg. 671 01/24/2023 COLLIER COUNTY Board of County Commissioners Item Number: 16.F.2 Doc ID: 24384 Item Summary: Recommendation to award Request for Proposal (“RFP”) #22-8026, “Tourism Sales Representation – Midwest United States” to Synergy-Connect, LLC, make a finding that this action promotes tourism, and authorize the Chairman to execute the Agreement. Meeting Date: 01/24/2023 Prepared by: Title: Administrative Assistant – Tourism Name: Jennifer Leslie 01/12/2023 2:05 PM Submitted by: Title: Division Director – Tourism Name: Paul Beirnes 01/12/2023 2:05 PM Approved By: Review: Procurement Services Ana Reynoso Level 1 Purchasing Gatekeeper Completed 01/12/2023 4:34 PM Procurement Services Sandra Herrera Additional Reviewer Completed 01/12/2023 4:51 PM Procurement Services Barbara Lance Additional Reviewer Completed 01/13/2023 9:11 AM Tourism Paul Beirnes Director Completed 01/18/2023 12:26 PM County Attorney's Office Colleen Greene Level 2 Attorney Review Completed 01/18/2023 12:27 PM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 01/18/2023 1:56 PM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 01/18/2023 2:35 PM Office of Management and Budget Christopher Johnson Additional Reviewer Completed 01/18/2023 3:47 PM County Manager's Office Dan Rodriguez Level 4 County Manager Review Completed 01/18/2023 4:47 PM Board of County Commissioners Geoffrey Willig Meeting Pending 01/24/2023 9:00 AM 16.F.2 Packet Pg. 672 16.F.2.aPacket Pg. 673Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.aPacket Pg. 674Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.aPacket Pg. 675Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.aPacket Pg. 676Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.aPacket Pg. 677Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.aPacket Pg. 678Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.aPacket Pg. 679Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.aPacket Pg. 680Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.aPacket Pg. 681Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.aPacket Pg. 682Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.aPacket Pg. 683Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.a Packet Pg. 684 Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.aPacket Pg. 685Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.aPacket Pg. 686Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.aPacket Pg. 687Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.aPacket Pg. 688Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.aPacket Pg. 689Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.aPacket Pg. 690Attachment: 22-8026 CAOVS_Agreement SynergyConnect (24384 : Tourism Sales Representation Midwest Synergy-Connect) Notice of Recommended Award Solicitation: 22-8026 Title: Tourism Sales Representation – Midwest United States Due Date and Time: September 14, 2022 at 3:00 pm Respondents: Company Name City County State Final Ranking Responsive/Responsible Synergy-Connect, LLC North Bay Village Miami- Dade FL 1 Yes/Yes Utilized Local Vendor Preference: Yes No Recommended Vendor(s) For Award: On July 29, 2022, the Procurement Services Division released notices of Request for Proposal No. 22-8026 for Tourism Sales Representation – Midwest United States. Seventeen thousand seven hundred fifty-eight (17,758) firms were notified, thirty-one (31) firms viewed the solicitation information, and one (1) responsive and responsible proposal was received by the September 14, 2022, deadline. The solicitation was extended for an additional two (2) weeks. Vendor outreach was conducted during the extension period to increase competition. The Selection Committee met on October 18, 2022, and after review of the proposal and deliberation, the Committee evaluated and ranked the firm as shown above. Staff is recommending award to the top-ranked firm, Synergy-Connect, LLC. Contract Driven Purchase Order Driven Required Signatures Project Manager: Paul Beirnes Procurement Strategist: Barbara Lance Procurement Services Director: __________________________________ _________________ Sandra Herrera Date DocuSign Envelope ID: 4AB14214-F16C-4193-977D-B60B466390A6 10/24/2022 10/25/2022 10/25/2022 16.F.2.b Packet Pg. 691 Attachment: 22-8026 Synergy Notice of Recommended Award_Signed (24384 : Tourism Sales Representation Midwest Synergy-Connect) Selection Committee Final Ranking RFP #: 22-8026 Title: Tourism Sales Representation - Midwest United States Name of Firm Paul Beirnes Claudia Cianfero Lisa Chamberlain Amanda Townsend Marissa Baker Total Scores Final Ranking Synergy-Connect, LLC 75 76 83 71 80 385.00 1.0000 Print Name Date Procurement Professional Barbara Lance Barbara Lance October 18, 2022 Page 1 of 1 16.F.2.c Packet Pg. 692 Attachment: 22-8026 Synergy Final Ranking (24384 : Tourism Sales Representation Midwest Synergy- SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES 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). 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. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD 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. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 10/27/2022 E & S INSURANCE GROUP 13701 SW 88TH ST STE 303-1 STE 303-1 MIAMI FL 33186-1309 Melissa Iglesias 786-899-4399 786-899-4409 miglesias@esinsurancegroup.com SYNERGY-CONNECT LLC DBA LATINPLUS DMC GROUP 1540 N TREASURE DRIVE NORTH BAY VILLAGE FL 33141 ATEGRITY SPECIALTY INSURANCE COMPANY 2022-2023 01 A 6 6 6 Y P100.983-751.1 10/27/2022 10/27/2023 1,000,000 100,000 5,000 1,000,000 2,000,000 2,000,000 DEDUCTIBLE 500 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) SALES OR SERVICE ORGANIZATION BRINGING TOURISM LEADS THE FOLLOWING IS LISTED AS ADDITIONAL INSURED: 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 FORM GBA 903001-CANCELLATION AND NON RENEWAL: A 30 DAYS CANCELLATION NOTICE WILL BE DELIVERED IN CASE OF CANCELLATION TO ADDITIONAL INSURED. COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS 3295 TAMIAMI TRAIL E. NAPLES FL 34122 HISCOX INSURANCE COMPANY B PROFESSIONAL LIABILITY Y UDC-5226260-EO-22 08/19/2022 08/19/2023 EACH CLAIM $ 1,000,0000AGG OF EVERY CLAIM$ 1,000,000 EACH CLAIM DED $ 1,000 16.F.2.d Packet Pg. 693 Attachment: Synergy Insurance ACORD 0025 2016-03 Acroform (24384 : Tourism Sales Representation Midwest Synergy-Connect) 1 Proposal for: Naples, Marco Island, Everglades Convention & Visitors Burau (CVB) Solicitation 22-8026 Tourism Sales Representation –Midwest United States 16.F.2.e Packet Pg. 694 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Table of Contents 2 1. Cover Letter / Management Summary……………….3-7 2. Certified Woman / Minority Business Enterprise..8-9 3. Cost of Services.................................................10-11 4. Solution to County Requirements.....................12-36 5. Experience and Capacity of Firm.......................37-47 6. Specialized Expertise of Team Members..........48-53 7. Local Vendor.....................................................54 -55 8. Forms...............................................................56-76 16.F.2.e Packet Pg. 695 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Criteria No. 1 Cover Letter Management Summary 3 16.F.2.e Packet Pg. 696 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) August 29,2022 Barbara Lance Procurement strategist Collier county Procurement Services Division 3295 Tamiami Trail East, Bldg C-2 Naples, Florida 34112 (239) 252-8998 Barbara.Lance@colliercountyfl.Gov Dear Ms. Lance, County Manager and SelecPon CommiQee, Thank you for the opportunity to submit a proposal for your Collier County Tourism Sales RepresentaPon in the Midwest United States. It has been wonderful working with the Paradise Coast CVB for almost 5 years now and we look forward to conPnued collaboraPon. Synergy-Connect is a North American sales and markePng firm, offering desPnaPon sales representaPon for amazing desPnaPons through their CVBs and DMCs. We currently represent Naples Marco Island Everglades CVB and the Curaçao Tourist Board, as well as a network of independent LaPn American DMCs through our LaPnPlus DMC Group. Synergy-Connect has established flexible B2B travel and tourism strategies and understands the needs of the North American meePng and event planner. Our approach to sales representaPon is unique. We truly embrace the brand from our clients (CVBs or DMOs) and focus on their parPcular needs, to develop a customized sales & markePng plan that will help them achieve their market goals. We are an extension of your sales team for in -market Business Development, both proacPvely, as well as by request. From parPcipaPon in specialized trade shows, to sales calls to key accounts, we maximize your budget and resources to achieve your goals. We have successfully performed the following sales and markePng services in market and beyond, including but not limited to: •AQend industry tradeshows (coordinate appointments, booth materials and registraPons) •ProspecPng and Lead generaPon for the desPnaPons (RFPs) •Sales presentaPons (in person and webinars) •Coordinate site inspecPons, client events and FAM (familiarizaPon) trips •Conduct sales missions (our business is B2B and target accounts/buyers include third party meePng planners, direct corporate buyers, incenPve houses, Travel agencies and AssociaPons who can book groups in our desPnaPons) •Social media engagement (LinkedIn, FB, IG) •Create an acPon plan to determined how our team will collaborate with your team, to reach your goals and posiPon your Brand in the Midwest market We have some examples of these completed projects throughout the proposal for your review. 4 16.F.2.e Packet Pg. 697 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Our Strengths: •STRATEGY: We understand that one single approach doesn’t fit all. We analyze our clients to learn their strengths and weaknesses along with their challenges and opportunities in order to craft a unique strategy that will work for each. •EXPERIENCE: Our team has over 60 years of combined experience selling multiple destinations and in the luxury market. •ACCESSIBILITY: Our team is in Chicago and Florida, thus making it easily accessible to conduct in market activities and travel to see our clients. •MEMBERSHIPS: One of the many advantages of being in Chicago is our membership with Destination Reps which allows us to participate in strategic events and client presentations at a fraction of the cost and maximize resources and budget, exclusively for Midwest based reps. We also have access to a great number of top accounts in the vicinity and access to many networking events through locally based industry associations. •FLEXIBILITY: We have virtual offices so the world is our oyster –we were doing zoom presentations before this became popular during the pandemic. We quickly pivoted to adapt our tactics to the situation. •DATABASE: An up to date and growing database of currently active meetings and incentive planners from a wide variety of industries in the Americas. Business insight and qualifiers allow for us to tailor make our strategic plans. •RELATIONSHIPS: We are proud of connections with the main decision makers in our industry as well as our professional reputation, especially in the Midwest, where we all have a proven record of success stories, demonstrating how relationships can impact business results. •EXCLUSIVITY: While we represent different clients, we only contract one client per Destination, and make sure there is no conflict of interest even among different Destinations. •VALUE: Our unique concept of Boutique representation services works best for clients looking to get more for less, which is something we are able to achieve through collaboration. We appreciate your time and are delighted to present the enclosed proposal for your review. Looking forward to collaborating and continuing to work with your amazing destination. Sincerely, Maura Dominguez-Zhang Managing Partner SYNERGY-CONNECT,LLC maura@synergy-connect.us |www.synergy-connect.us 786-409-1648 5 16.F.2.e Packet Pg. 698 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) SYNERGY-CONNECT,is a collaboration by a team of seasoned Sales &Marketing professionals with a shared passion for luxury travel and emerging Destinations.We put together our collective experiences,relationships, and skills,to connect North American clients with the best providers and destinations. 6 We believe in “synergy”, because we know that we work smarter together. Our team is not limited by geographical boundaries; we use our talents, as well as our collective resources and relationships, to reach our target clients and influence their decisions. We believe in our clients: We carefully select our Brands based on their unique proposition, business potential, and feasibility. We believe in partnership:We partner with several stakeholders to deliver results beyond expecta@ons, maximizing resources available and achieving collabora@on among non-compe@tors. We believe we must give back: To our clients, to our industry and to our planet. We support people and planet (our sustainability policy is available upon request and we are proud members of ECPAT's the Code to end human trafficking in the evens industry). | our values 16.F.2.e Packet Pg. 699 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) | our clients 7 16.F.2.e Packet Pg. 700 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Criteria No. 2 Certified Woman Minority Business Enterprise 8 16.F.2.e Packet Pg. 701 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Certified Woman Minority Business Enterprise •Synergy-Connect recently submitted the application with the Florida Department of Management Service, Office of Supplier Diversity for a Certified Woman and Minority Business Enterprise. •Both founders and managing partners of Synergy-Connect are minority women who passionately support diversity, inclusion and equality in business and in our industry. •We will be happy to update our certification status with the county as soon as it is finalized. 9 16.F.2.e Packet Pg. 702 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Criteria No. 3 •Cost of Services 10 16.F.2.e Packet Pg. 703 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Cost of Services 11 Item #Description Annual Price Not-to-Exceed 1 Midwest Sales Representation $ 62,000.00 2 Sales Missions $ 12,000.00 3 Trade Show Registration $ 25,000.00 4 Additional Reimbursable Expenses $ 10,000.00* TOTAL $ 109,000.00 | Cost of Services *Reimbursable expenses are estimated and will be variable –based on county’s approval 16.F.2.e Packet Pg. 704 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Criteria No. 4 •Solution to County Requirements 12 16.F.2.e Packet Pg. 705 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) UNDERSTANDING THE CLIENT'S NEEDS: •We spend time nurturing relationships with our Planners by keeping in constant contact and knowing what is going on with their clients internally. •We connect and follow up on a regular basis via email, calls, lunch/dinner appointments, and pop in visits. •We remain engaged with our clients and we always know what meetings/ programs are in the pipeline •We spend time listening and understanding our clients’ needs and what they are looking for in a destination for each program. •Not every program will be a good fit so we filter out the ones that have the most potential to book and position the destination to best meet their needs. •We understand the requirements of different types of clients, including Insurance, Association Board Meetings, third party planners including HB, ConferenceDirect, HPN, and our Midwest incentive houses. From the types of clients they each focus on, to their sourcing methods and proposal formats. •We also know the importance of timely follow up, as in many cases our third party clients will be in a bid situation themselves. 13 SYNERGY-CONNECT | Tab II, SolutionsOur Philosophy on targeting various meeting planners with varying types of clients. UNDERSTANDING THE PRODUCT: •We position ourselves as experts on the Destination and engage planners with updates on latest happenings on the destination •By Spending time getting to know the properties, attractions and any unique offerings of the destination overall. •We spend time learning and understanding any challenges so that we can learn how to sell around them and create opportunities out of them. •We maintain clear and open lines of communication with the County and destination partners on a regular basis | our philosophy 16.F.2.e Packet Pg. 706 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 14 Synergy-Connect representatives develop a plan to help your brand grow in the designated market. Synergy-Connect representa;ves proac;vely implement business development tac;cs to secure leads and business for your Des;na;on based on agreed goals, strategies and targets. Synergy-Connect representatives attend local, regional and nationwide events on your behalf, and in conjunction with other non- competing clients, to maximize your resources. Synergy-Connect partners with Key accounts, helping to negotiate preferred agreements, and support client marketing endeavors (i.e.Maritz). Synergy-connect organizes sales missions and webinars with key accounts. We recommend at least a quarterly sales mission in order to introduce your company and increase exposure in key markets (i.e.Midwest and East Coast). Synergy-Connect leverages the relationships, buying power and collaboration with other clients to provide access to events at a lower cost. Synergy-Connect assists with dedicated email marketing to promote your company among our client data base (and through our strategic partners to reach a wider audience). These efforts are quarterly, or as needed. Synergy-Connect promotes the destination brand using social media (LinkedIn is the main go-to platform for MICE business). Synergy-Connect assists with lead generation and follow up to assist closing business for the destination. Synergy-Connect assists and coordinates site visits and FAM opportuni;es to the des;na;on. The number and size of FAMs will be organized based on budget provided by the CVB. Our team works on behalf of your Brand and is accountable for lead generation. Based on our current capabilities, we can help Collier County expand its outreach in the Midwest. | our approach & strategy 16.F.2.e Packet Pg. 707 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) How Synergy-Connect intends to meet each of the County’s requirements in the RFP’s Detailed Scope of Work 15 Assist CVB Group Sales to coordinate meeting planner or meetings market journalist familiarization tours of the destination. •Synergy-Connect works with the CVB manager to coordinate FAM Trips targeting Midwest corporate, Association and incentive group planners. •We have helped all of our clients with successful FAMs and will continue to do so. FAM’s are one of the most effective ways to showcase the destination to potential buyers. •We recommend smaller groups and partnering with the hotels to find a time that suits them best when they can dedicate the time and resources to showcase the destination in the best light. •There are now some well-known MICE influencers (meeting planners) who have become well known on LinkedIn and social media during the pandemic, as they were either working nomads or providing others with advice on travel and more. We suggest inviting this segment on an individual basis to post and blog to their followers. Educate planners and their clients on Collier County hotels, attractions, dining, shopping, beaches, etc. •We are passionate about educaJng our clients on amazing desJnaJons such as Naples, Marco Island and the Everglades. We believe that before a client even considers a hotel, they must be sold on the desJnaJon first. The client must realize the benefits of taking their business to the desJnaJon first and foremost. Although Naples is a well-established desJnaJon, someJmes clients forget or simply are not aware of the potenJal aNracJons, tours, hotels, culinary scene, or local gems of a desJnaJon. We are constantly thinking outside the box and trying to engage local partners who may not be so involved with the groups market, to get involved and offer alternaJves that planners (and even the suppliers themselves) did not think possible. •We will prospect and host webinars to educate planners on the desJnaJon. These webinars will be in an “open house” invite format and may have a featured hotel with a giveaway to aNract planners to join. Another idea is to feature an educaJonal subject that would be of interest to the planners. •In addiJon to sales calls and virtual presentaJons, we use our social media influence on LinkedIn, Facebook and other networks to highlight features of the desJnaJon and overcome common objecJons. Maintain a calendar of sales missions, tradeshows and group contact solicitations and share at least monthly with CVB group sales supervisor. •We keep a shared calendar of sales missions, tradeshows and solicitations via Google Docs and/or Dropbox (or the preferred format for the CVB). This will be a live, ongoing document that is updated on a regular basis for the CVB. We also track costs to ensure we are staying within budget and allocate resources accordingly. Attend and coordinate trade show as assigned by the CVB Group Sales Supervisor, including but not limited to events in the Midwest and/or those held throughout the US and elsewhere. •We are an extension of your sales team and we are available for any kind of activities in market and beyond. We are at the designated trade shows and handle client meetings and networking events. The sales reps will coordinate appointments, booth materials and registrations from beginning to end. •Having someone in market in Chicago also provides opportunities that the CVB would not otherwise have, such as access to exclusive events in the area and membership with Destination Reps (only Midwest representatives that reside in the Midwest are eligible for membership and benefits of attending their events). •Our team of representatives have the capabilities to attend multiple events simultaneously in different locations. We also expand your reach by participating in events with other clients and destinations, as opportunities tend to come up when we introduce our portfolio. | Scope of work 16.F.2.e Packet Pg. 708 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16 • Compile monthly reports on all sales calls, trade shows, regional tourism events, sales and media missions and familiarization trips (FAMs) completed. •We follow CVB guidelines on all reports and submit in a Jmely fashion. We also keep a live and evolving database of all aNendees from the shows we have aNended, thus growing our audience for the CVB. These reports include aNendance at regional MPI, SITE, FICP, PCMA and other regional events. • Make sales presentations to Midwest planner groups, incentive houses, meeting services companies to encourage them to bring their meetings, group functions, Incentive trips and reunions to Collier County. •This is one of our biggest strengths; we make great, tailor-made presentations focused on each client’s needs. We ask a lot of questions to ensure we address their questions and concerns. Whether in person or virtual, we have the capabilities to educate and generate interest in the destination, from our experienced sales team to the technology required to make an impact. •Our clients include third party meeting planners, association planners, direct corporate buyers, incentive houses. •We position Naples as an upscale beach, sun, nature, active, artsy, foodie destination for a wide range of demographics. • Coordinate monthly meetings with CVB Group Sales Supervisor on a rotating location basis or by phone to discuss important tourism issues. Those topics would include sales call reports and results, suggested promotions, advertising, digital and social media strategies to reach group meeting planners on future or repeat business. •We have weekly scheduled zoom calls (sometimes more frequent) with the CVB to discuss any news, travel, marketing, RFPs, site inspections an any other important business pertaining to the destination. In addition, this is a great exercise to evaluate our strategies and make changes as needed. •We often brainstorm and bounce ideas for future promotions, ads and social media initiatives. We believe in collaboration and communication,therefore, we will always keep in contact when there is an opportunity for Collier County. • Contractor will prepare and present to the County, attention Tourism Director, a proposed annual marketing plan which will be provided by the contracted person at the same total compensation amount for time and out of pocket expenditures for these services for the initial three-year term of the contract. •We consult with the CVB Group Sales Supervisor, contribute to the marketing summits and prepare a detailed marketing plan which lists in detail our strategies, set goals and actions for the year, in order to support sustainable growth year over year. | Scope of work 16.F.2.e Packet Pg. 709 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 17 • Store and distribute CVB promotional materials and sales collateral as provided by Collier area tourism partners, and specialty items provided by the County Tourism Division. These materials would include CVB Visitor Guide, Golf Guide, Meeting Planner Guides, tri-fold destination brochures in different languages, Visitor Maps, power point presentations, logos, stationery, and website information. We keep and distribute promotional materials and sales collateral stored for use during tradeshows, presentations and sales calls in all of our locations. • Review content of tourism publications for accuracy. We are sales and marketing experts that will be happy to provide a “second” set of eyes and advise on any edits necessary to ensure the destination’s message is accurate in all mediums. We have provided assistance with newsletters, reviewed website and marketing materials for the CVB in the past. Present estimates to CVB in advance for pre-approval of out-of-pocket expenses for travel and other sales activity expenses. These expenses would be limited to the following annual totals: $12,000 for sales missions averaging one per quarter at up to $3,000 each / $25,000 for Trade Show registrations., hotel, transportation, Registrations for trade shows will be paid directly by the CVB. All other out of pocket expenses will be reimbursed to the Contractor after presentation to the Group Sales Supervisor. Pursuant to the Resolution for Tourism Travel No. 2013-274, for persons conducting official tourism business, reimbursables to include, but not limited to travel costs such as air fare, accommodations/lodging and meals. •We follow the county guidelines for reporting and expenses. • Contractor will make cold calls and provide lead generation for group business and follow up reports and leads monthly to CVB group sales supervisor. •We first target our clients whom we know have business for Florida and/or beach desJnaJons. Simultaneously, we send e-blasts and make prospecJng calls targeJng our database to uncover new potenJal business. We have also held phone-blitzes in the past to generate new leads. And we are excellent networkers and prospecJng on LinkedIn, where our network of connecJons keeps growing. | Scope of work 16.F.2.e Packet Pg. 710 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 18 SYNERGY-CONNECT | Tab II, SolutionsContractor will generate a minimum of eight (8) RFP’s (Request for Proposal) from clients for future groups/meetings per month at a 10% conversion to definite goal, as we have no involvement in hotel’s willingness to bid or the contracting process. The target markets for these calls, sales missions, trade shows and leads will be corporate and association meeting planners and incentive houses including, but not limited to, those located in Minnesota, Wisconsin, Illinois, Kansas, Michigan, and Indiana with focus on Minneapolis, Milwaukee, Chicago, Kansas City, Dearborn, and South Bend. The focus will be on Incentive, Corporate and Luxury markets. Based on visitor information from Visit Florida and Paradise Ad agency, the largest opportunity for Collier County is in the Midwest market.Although the Midwest has seen an increase in activity since we came on board, it is still seen as an emerging market for the destination. Midwest Demographics -Meeting and Incentive Planners (male and female).25 -75 age group. There are many planners that have been in the incentive industry for a long time and have established companies that they are now passing on to their families and their kids are starting to run the company.There are also a lot of young leaders and millenials in this field, which are growing into leadership positions in the top incentive houses and throughout meeting and event planning firms. The landscape has certainly changed with the pandemic. In addition to working with the highest producing areas, we will target growth and emerging markets, secondary cities with direct flights. We continue to see a lot of opportunity in the Luxury corporate and incentive market for this destination. Our clients are always excited to learn what is new and to bring their programs to Collier County. Our sales calls and prospecting efforts are focused on lead generation and conversion. Since the destination has been exceeding occupancy and ADR targets with leisure travelers the last couple of years, group clients have encountered challenges with availability and getting the group rates they were used to in the past, which may have an impact on conversion. There is an ongoing education on our part and also assuring planners to continue looking at alternate dates to find availability for their programs. We believe that inventory coming in and international borders opening is increasing competition and may help overcome this challenge. Contractor will organize a minimum of six (6) planner site visits per year of the destination with coordination and support from the CVB sales staff, taking into consideration seasonal restrictions which are determined by a number of variables, such as time of year (peak season), occupancy rates, and hotels’ ability to accommodate clients for a site visit. Through our lead generation we encourage clients to visit Collier County. We coordinate site visit agendas and support CVB sales staff on communication and arrangements. Contractor will provide their own in market office spaces and computers/office equipment, computer network and professional email address, telephone, fax and copy machine for their use. These services will be provided at no addiVonal cost to the County. Synergy-Connect is an innovative company with virtual offices in Chicago and Florida. We are fully equipped to work from anywhere with our cloud-based systems. We provide our own computers, iPads for presentations, phone, email and any other resources essential to our jobs functions. Contractor will provide forty (40) hours per month of contracted services as recorded in a time log and reported monthly by the tenth of the month following the activity. We follow the county’s guidelines for reporting in a timely fashion. Our team often provides additional hours needed to complete tasks at no additional charge. Contractor will provide their own insurance at their own expense in compliance with Collier County’s insurance requirements. Synergy-Connect meets the county’s requirements of General Liability and Professional Liability insurance and we have a Worker’s Comp exemption. We are happy to provide insurance certificates and other supporting documents at your request. | Scope of work 16.F.2.e Packet Pg. 711 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) DOMINICAN REPUBLIC: •Positioned the Dominican Republic as the Leading Destination in the Caribbean in the US Midwest. •Developed multiple partnerships and alliance with US Tour Operators and consortia,for more than 30%of increase business in the first two years,and average annual growth of 20%from 2009-2015.(Statistics and production reports available upon request). •Focused on the Luxury market,and strong advocate for sustainable tourism,negotiated agreements with Virtuoso and other luxury networks and work closely with top producing agencies,while attending Virtuoso Travel Week for 5 consecutive years. •Pioneered the development of the meetings and incentives segment for the Dominican Republic in the USA,and became widely known among industry leaders,incentive buyers,and corporate clients. •Awarded every single year,for transparency and excellence in financial performance,by the Ministry of Tourism of the Dominican Republic Leadership. •Awarded as Partner of the year with Classic Vacations &Expedia,Member of the Year with SITE in 2014,Recognized among 25 Young Women of Success by the most prestigious magazine in the Dominican Republic,(Revista Mercado 2012),and 2016 Smart Woman in the Meeting Industry by Smart Meetings Magazine. 19 Sample work product completed for a similar client on tourism representation experience CURACAO: •Provided the Curacao Tourist Board with multiple opportunities for exposure in the North American market •Positioned Curacao as one of the top emerging destinations in the Caribbean •Participation in FAMs for top incentive houses and Midwest clients (i.e.Viktor incentives took their Viktor Experience client event to the destination in 2015,where unique destination experiences,venues and hotels were highlighted and featured to their top 25 clients) •The Viktor Experience included pre/post destination marketing to not only the 25 attendees,but to the entire Viktor client network through creative email campaigns and mailed gift/invitations igniting curiosity for the destination.This event yielded multiple RFPs and 2 definite bookings for the destination •In addition,we positioned special events happening in the destination to create innovative client experiences –for instance,the annual Curacao North Sea Jazz Fest was a phenomenal event where we created an intimate VIP FAM with up to 10 clients,hotel and destination site inspections through experiential events,unique activities and VIP concert experience.This became a yearly FAM for the destination.Other destination events that we leveraged were: Curacao Swim Week,Carnival and Taste of Curacao •Provided Curacao with exposure and the opportunity to host multiple SITE MICE events in the destination | Sample work 16.F.2.e Packet Pg. 712 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 20 SITE Crystal Award 2020 Winner Colombia en Colores Considered the highest honor in the incentive travel industry, the Society for Incentive Travel Excellence’s Crystal Awards recognize creative, practical and truly memorable incentive programs that not only keep employees engaged, but also drive business results and improve the bottom line. Award:Excellence in Incentive Travel: Latin America & Caribbean Winner:Colombia En Colores DMC (Client of Synergy-Connect’s LatinPlus DMC Group) Program Name:The Green Gold Destination:Colombia Colombia en Colores (CEC) is a client of Synergy-Connect’s LatinPlus DMC Group since 2019. Being an independent unknown DMC in an emerging travel destination with some perception challenges, CEC engaged our company to represent them in the North American market. In addition to attending trade shows on their behalf, lead generation, business development, hosting presentations to key accounts and organizing FAMs to the destination, we also assisted with producing numerous virtual events for them and significant marketing to grow their brand. With the success from these campaigns, we earned CEC’s trust and they relied on our company to fulfil their award application submission. We redacted the narrative and guided CEC through every step of creating the most attractive package for award consideration. The SITE Crystal Award is highly coveted by suppliers and destinations due to the noteworthy brand exposure and marketing obtained as a result, not to mention the bragging rights. We jokingly call this “the award that keeps on giving”, as its PR and marketing shelf life is long-lasting. Colombia en Colores has certainly benefited from this timeless brand recognition. Following are links to some of the articles and video featuring CEC: Forbes Colombia | Exhibit City News | Motivate Blog | Northstar Meetings Award Video | Sample work 16.F.2.e Packet Pg. 713 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 21 Sales Missions | Sample work 16.F.2.e Packet Pg. 714 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 22 | Sample work Campaign analytics 16.F.2.e Packet Pg. 715 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Virtual Events | Sample work 16.F.2.e Packet Pg. 716 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) SITE All Nite Conference 2021 Wellness Sponsorship •Synergy-Connect presented the opportunity for the Paradise Coast CVB to be a featured wellness Sponsor during the Virtual conference in 2021. •The event was livestreamed and watched by thousands of SITE members as well as the meetings and incentive community around the globe. •We organized the video shoot with the help of the CVB associates •Our managing partner Maura Zhang led the yoga and breathwork, as she is a certified yoga instructor •The video positioned the destination as a wellness destination and featured the breathtaking backdrop/location of the JW Marriott Marco Island. 24 16.F.2.e Packet Pg. 717 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Trade Shows FY23 25 INDUSTRY EVENT DATE Destination Reps Celebration October 6, 2022 IMEX October 11 -13, 2022 Retreats Resources SE Roadshow November 1 -4, 2022 GPS Midwest Tradeshows November 9 -10, 2022 SITE Holly Trolley November 29, 2022 Holiday Showcase December 1, 2022 SITE Minnesota Holiday Event December 7, 2022 HPN Annual Partner Conference November 14 -17, 2022 FICP Annual Conference November 13 -16, 2022 PCMA Convening Leaders January 8 -11, 2023 SITE Global Conference February 17 -20, 2023 IRF June 4 -7, 2023 MPI WEC June 2023 ASAE August 5 -8, 2023 Maritz Next & Event August 2023 HB ABC TBD ConferenceDirect APM TBD Sample work 16.F.2.e Packet Pg. 718 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 26 SYNERGY-CONNECT | Our office was located in Chicago and it was important to remotely educate our meetings clients about our destination. Once they had a better understanding of our destination, its location, hotels and resorts, and convention center, we felt our clients would be more comfortable booking their meetings and conventions. Our goal in both cases was to “bring our destination” to our presentations. We wanted our clients to have a hands-on experience of what we had to offer. WEST COAST DESTINATION: •In the first case, we represented a Sonoma County destination. The county is known for its production of world-renowned wines which many meeting clients wished to incorporate as an activity during their meeting. •Our office secured client presentations throughout the Midwest with Corporate, Association, Incentive and Third-party Meeting planning departments and brought a “Taste of the County” along with us. •To implement this, we hired a Sommelier to educate our clients about wine. She discussed pairing with food for their events, distinguishing traits for wine varietals and examples of group events in the county. In many cases we brought wine in for the presentation and clients were able to taste the highlights of each wine. In addition to our presentation, this activity provided excellent wine education for any future events and created many long-lasting relationships. •The presentations were a hit and very well attended with entire meeting departments attending. We also hosted luncheons and dinners with the same sort of education. As each County wine was served with the meal, we tried to give a visual of where the wineries were located and hotels/resorts in each area. Our events were always well-attended and we did not experience many cancellations. SOUTHWEST DESTINATION: •In the second case, our office represented the Palm Springs CVB in a Southwest Destination. •We wanted to bring a bit of that destination to our presentations in the Midwest. •Wellness and Mindfulness activities are very popular in this destination, so our office set up destination presentations and hired a healing practitioner who specialized in reading Chakras. After presenting all of the key areas of our destination, the healing practitioner gave a Chakra tutorial and typically read a couple of our clients at each event. Needless to say, this was a hit. •After one presentation, we had a very large client reach out to us for a site inspection which was a huge win since they only choose one new destination a year. Increasing awareness and event attendance with interactive presentations | Sample “breakthrough” & innovative approach 16.F.2.e Packet Pg. 719 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) We came up with ways to stay connected with our meeting and event planners virtually.At the beginning of the statewide mandatory quarantine, we opted to give our clients time for themselves and their families, offering periodic messages of hope until we could meet again.When the destination entered Phase 1 of re-opening, we began to showcase travel updates on the destination to keep everyone informed, so they could assist their internal clients with re-bookings and planning for future events. We also introduced live experiences from our partners that were open and could provide virtual site visits, education and entertainment for those at home.These experiences gave our clients a glimpse into how the destination was evolving, what protocols were in-place, what’s new and also an opportunity to discover ideas and locations they may not be familiar with.We aimed to indulge our clients with sensory experiences that may bring a little joy and positive inspiration during uncertain times. 27 Virtual Site Visits •Following are examples of virtual events we hosted and produced along with destination partners to promote and market the destination when travel and in-person events were still on hold. •We quickly pivoted to virtual and hybrid events and amped up our digital marketing capabilities. Always following CVB guidelines and messaging. | Sample breakthrough & innovative approach 16.F.2.e Packet Pg. 720 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Virtual Site Visits 28 In May 2020, we partnered with Blue Zones Project of Southwest Florida (a community well-being improvement initiative) and Spa Wellness Events to provide an educational well-being virtual experience with an At-Home Spa Facial.Our clients were invited to join us for a Spa quality facial led by the team at Spa Wellness Events, substituting professional products for natural ingredients that can be found in their pantry and refrigerator.We created this event to pamper our clients a bit while providing education on wellness and self-care, which our destination is so well known for.The Paradise Coast is known as one of the happiest, healthiest communities in the U.S.so this was very apropos. | Sample breakthrough & innovative approach 16.F.2.e Packet Pg. 721 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 29 Campaign analytics | Sample breakthrough & innovative approach 16.F.2.e Packet Pg. 722 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 30 Y O U A R E I N V I T E D T O S A I L W I T H U S O N A N E X C L U S I V E G U I D E D S I G H T S E E I N G T O U R O F N A P L E S O N B O A R D T H E M I S S N A P L E S C A T A M A R A N A N D L E A R N T H E L A T E S T D E S T I N A T I O N U P D A T E S F R O M F L O R I D A 'S P A R A D I S E C O A S T C V B J U N E 2 5 t h 1 1 A M e s t In June 2020, as more businesses were re-opening, we had a fun idea to take our clients sailing...virtually, of course!At this event, we partnered with Miss Naples and they took the catamaran out with just a few essential people who could broadcast and guide the tour live from Port Royal and the Naples Bay.We also invited some of our hotels to share updates and live stream from their properties, while also sharing the latest health and safety protocols.The Edgewater Hotel showcased their beautiful pool and The Ritz-Carlton Beach both showcased one of their guestrooms and the amazing views from the beach front balcony.This type of experience was very well received by our planners and feedback was that they wanted more of these live features. Sail Away With Us Video | Sample breakthrough & innovative approach 16.F.2.e Packet Pg. 723 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 31 We organized an Eco adventure of a lifetime featuring the Everglades!It was our highest attended virtual event for the CVB. We had over 120 RSVPs and 96 actual attendees. This was a huge success and sparked much interest in the Everglades and the rest of our destination. Our guests had the opportunity to Explore the Everglades with a live tour provided by our partners at Wooten’s and CVB staff. This was a hybrid site inspection and live show. Our guests learned some historical facts of the Everglades.We also showcased leisure and group activities, Airboat Rides, Swamp Buggy tours, Kayak Tours, an amazing Wildlife Sanctuary and more.The owner of Wooten’s personally guided us through a slideshow of their 3 distinct and unconventional accommodations.But the highlight of the tour was an up close and personal Alligator show with an experienced handler who showed off a few moves and introduced us to the cutest baby gators.All the planners were so engaged and enthusiastic to visit the mythical “Florida’s Last Frontier” and this event generated great interest for groups looking to experience outdoor adventures in our destination. Explore the Everglades Video Passcode: =n%j4tb5 | Sample breakthrough & innovative approach 16.F.2.e Packet Pg. 724 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) •.We are able to conduct business via cell phone,laptop,Google docs,Dropbox and other cloud-based information systems from anywhere in the world •We have virtual offices in South Florida,Chicago and Latin America. •We have implemented a CRM system called Hubspot and are in the process of uploading our updated database with current and accurate contacts,as there have been so many changes in personnel and clients in the last 3 years. •We also use Mailchimp for email marketing and use eGroup communications to reach a wider audience •We use Canva to design marketing materials •We use Vimeo,Prezi and other similar platforms to create and store creative presentations •We provide frequent Twitter,Facebook,LinkedIn and Instagram posts •We leverage our networks and followers to provide insights,education,highlights and promotions via social media for our clients •We provide Listing and destination news updates on Synergy-Connect website •Periodic destination e-blasts,blogs and posts to our meeting planner database,with offers and marketing campaigns provided by Collier County CVB •Our team is made up of industry experts who write periodic posts and articles for renowned organizations such as SITE and MPI •LinkedIn networking and destination posts to over 7,500 combined connections –on average our individual posts get more than 1000 impressions. 32 SYNERGY-CONNECT | Tab II, Solutions Backup systems or locations in case of an emergency that will enable us to carry on business. How we use Social Media networks to support our sales plan | Backup systems / Social Media16.F.2.e Packet Pg. 725 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) LinkedIn Engagement | Social media 16.F.2.e Packet Pg. 726 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) NEWSLETTER 34 16.F.2.e Packet Pg. 727 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 35 About Florida's Paradise Coast: The Naples, Marco Island, Everglades Convention & Visitors Bureau (CVB) is the official source for area travel and tourism information about Florida's Paradise Coast. Located in Southwest Florida, this premiere vacation and meeting destination offers leisure, group and business travelers a variety of exceptional options year-round. Along a 30-mile Gulf of Mexico coastline ribboned with soft, white sand beaches, visitors enjoy a refined yet relaxed atmosphere with a thriving arts and culture scene, exceptional restaurants, and eclectic and luxury boutique shopping experiences. Home to over 90 public and private golf courses, sports enthusiasts have access to a variety of championship courses; pickleball and tennis facilities; and water activities ranging from kayaking to sailing charters. Outdoor adventure activities include exploring and photographing the world-famous Everglades – the only sub-tropical mangrove wilderness in the U.S. and features endangered and rare wildlife species in their natural habitat, including over 350 species of birds. Florida’s Paradise Coast is truly where the high life meets the wildlife. Recent accolades include being named the No. 1 “Best Beach Town in the U.S. to Live In,” No. 1 “Healthiest and Happiest City in America” and “One of the Best Small Cities in the U.S.” Located just two hours from Miami, three hours from Tampa, and four hours from Orlando, Florida’s Paradise Coast is easily accessible by Interstate highway. Travelers outside of the Sunshine State can fly into Southwest Florida International Airport (RSW), Punta Gorda (PGD), Fort Lauderdale (FLL) and Miami (MIA). MEET FLORIDA'S PARADISE COAST AT HOLIDAY SHOWCASE DECEMBER 13 - 14, 2021 We have so much to celebrate! Welcome Barbara Quigley We are excited to announce that Barbara Quigley has joined Synergy-Connect representing the Naples Marco Island Everglades CVB. Barbara brings a wealth of previous experience in destination sales including top destinations like Sonoma County and Palm Springs CVB. O U R N E W D I R E C T O R O F M I D W E S T S A L E S B A S E D I N C H I C A G O B O O T H 1 1 0 9 sales@synergy-connect.us 773 -3 30-571 4 Barb About Synergy-Connect: Synergy-Connect is a North American sales and marketing firm, offering destination sales representation for amazing destinations through their CVBs and DMCs. We currently represent Naples Marco Island Everglades CVB and Curaçao Tourist Board, as well as a network of independent Latin American DMC's through our LatinPlus DMC Group. Inquiries: Maura Zhang, Managing Patner | maura@synergy-connect.us | 786-409-1648 | www.synergy-connect.us HAPPY HOLIDAYSHAPPYHOLIDAYS I am looking forward to connecting with you again and working with you in the near future! It has been WAY TOO LONG! Warm wishes, 16.F.2.e Packet Pg. 728 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 36 Campaign analytics | Sample breakthrough & innovative approach 16.F.2.e Packet Pg. 729 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Criteria No. 5 •Experience and Capacity of the Firm 37 16.F.2.e Packet Pg. 730 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) •Our sales experts have over 60 years in combined hospitality sales and representation experience. •In previous capacities in hotel sales,our team members have worked with FL hotels,such as Marenas Resort,Villas of Grand Cypress Orlando,Eden Roc Miami Beach,Biltmore Coral Gables,Sheraton Sand Key,EPIC Downtown Miami,Grove Isle Coconut Grove,and The Ritz-Carlton Key Biscayne •We have worked with Visit Florida and Greater Miami CVB on sales missions, as well as industry trade shows such as ITME,MPI WEC and IMEX America. •We have worked with Collier county for almost 5 years and we understand that the Paradise Coast has competition within the state (i.e the Keys,the Palm Beaches,Ft.Lauderdale,Miami,St.Pete/Clearwater and even Orlando and the neighboring Lee County destinations)and will continue to position the Paradise Coast accordingly •The Paradise Coast has been going through some very fruitful years,in part due to the pandemic shutdowns in other parts of the US,Canada and the world.This situation increased the bookings for incentive groups,which normally go international.Now that most global destinations have opened their borders and lifted travel restrictions,we may see a shift in this trend. However,we believe this is a valuable market segment and will continue to target Incentive Houses and Incentive Groups,as the destination has proven to have the infrastructure and products this segment is looking for. •We understand the challenges that Collier County might face in terms of budget and air connectivity,compared to other Florida mainstream Destinations such as Miami and Orlando.However,we believe the destination has a unique appeal for the incentive market,and other smaller meetings that are looking to unwind,and be closer with the Destination's’natural landscape,while still finding a variety of things to do both day and night. 38 SYNERGY-CONNECT | Tab III, Experience Specific knowledge of Florida tourism and representing Florida travel destinations | Knowledge of Florida tourism16.F.2.e Packet Pg. 731 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 39 SYNERGY-CONNECT | Tab III, Experience We believe that Destination education and client relationships are key. Curacao: Our team has worked with Curacao Tourist Board to position Curacao as a group and incentive destination. •The challenges faced were lack of airlift, lack of product/destination knowledge in the North American market, lack of destination infrastructure and lack of group hotel/offsite venue product to accommodate North American groups. •Overcame challenges by: Educating clients, destination FAMs and site visits, in-market sales missions and events, webinar presentations (lunch and learn), partnering with hotels to educate them on the needs of the North American client, working with hotels and government to increase airlift, working with airport partners for hospitality lounges and other solutions. •Partnerships with Trade Show organizers to host the events in the destination or if taking place in a nearby location, we partner to host pre/post FAMs •We are currently working on a special project to crat a MICE website specifically dedicated to meeting planners with easy access to the information they need when booking the destination North American CVB: •Another challenge we faced with one of the bureaus we represented, we recognized that their Sales Collateral was outdated and there was very little to share with our Midwest clients. This bureau created collateral on an “as needed” basis and only targeted the accounts they were to call on in the near future. •Overcame challenges by:giving recommendations for collateral that we felt our clients would find useful during our presentation and as they are planning a meeting. •We worked with their marketing department and helped design sales material that worked for ALL of our Midwest Clients i.e.; a one-page flyer that highlighted transportation to the destination, a flyer that summarized the destination with travel, hotel, resort and activity options and airport information with lift and airlines. They were created for use in presentations and digitally to share with clients. •As this progressed, we continued to add more information: “What’s New” was very popular with our seasoned meeting planners. We also assisted in creating and updating the sales presentations. Philosophies on tourism representation and examples of other group sales clients and challenges: | Philosophies on tourism representation 16.F.2.e Packet Pg. 732 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Qualifications to produce required deliverables: STRATEGY:We understand that one single approach doesn’t fit all.We analyze our clients tolearntheirstrengthsandweaknessesalongwiththeirchallengesandopportunitiesinordertocraftauniquestrategythatwillworkforeach. EXPERIENCE:Our team has over 60 years of combined experience selling multiple destinationsandintheluxurymarket. ACCESSIBILITY:Our team is in Chicago and Florida,thus making it easily accessible to conductinmarketactivitiesandtraveltoseeourclients. MEMBERSHIPS:One of the many advantages of being in Chicago is our membership withDestinationRepswhichallowsustoparticipateinstrategiceventsandclientpresentationsatafractionofthecostandmaximizeresourcesandbudget,exclusively for Midwest based reps.We also have access to a great number of top accounts in the vicinity and access to manynetworkingeventsthroughlocallybasedindustryassociations. FLEXIBILITY:We have virtual offices so the world is our oyster –we were doing zoompresentationsbeforethisbecamepopularduringthepandemic.We quickly pivoted to adaptourtacticstothesituationandcontinuetodosowhennecessary. DATABASE:An up to date and growing database of currently active meetings and incentiveplannersfromawidevarietyofindustriesintheAmericas.Business insight and qualifiers allowforustotailormakeourstrategicplans. RELATIONSHIPS:We are proud of connections with the main decision makers in our industryaswellasourprofessionalreputation,especially in the Midwest,where we all have a provenrecordofsuccessstories,demonstrating how relationships can impact business results. EXCLUSIVITY:While we represent different clients,we only contract one client per Destination,and make sure there is no conflict of interest even among different Destinations. VALUE :Our unique concept of Boutique representation services works best for clients lookingtogetmoreforless,which is something we are able to achieve through collaboration. 40 •Synergy-Connect has been in business for 5 years•Our company not only survived the pandemic maintaining our existing clients but we were able to add new clients to our portfolio.•We have become a trusted partner to all of our clients,as they saw our genuine care and efforts in their best interest during the hardest period our industry has ever faced.•Our strength lies in the flexible skills,talents,experiences and entrepreneurial spirit of our team with a strong financial backing.We are able to make changes in a heartbeat. •We are a collaborative company and some of our strongest assets are the contacts and the relationships that we bring to the table. •Our team has collaborated on projects and experiences with destinations,DMCs,trade shows,presentations and board of director roles and committees with SITE,MPI and other industry associations. •Experience working with multiple destinations allows us to manage our time and maximize resources for our clients. •Our clients are able to partner up and maximize their budgets for events and tradeshow participation by sharing the costs.Thus,increasing their opportunities and exposure in the market. •Having our team available to attend more events and do more face to face business increases the opportunities to bring new leads for the destination. •Our team has extensive experience selling luxury destinations. | Qualifications 16.F.2.e Packet Pg. 733 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: Reference Questionnaire for: (Name of Company Requesting Reference Information) (Name of Individuals Requesting Reference Information) Name: (Evaluator completing reference questionnaire) Company: (Evaluator’s Company completing reference) Email: FAX: Telephone: Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored “0.” Project Description: ___________________________ Completion Date: _____________________________ Project Budget: _______________________________ Project Number of Days: _______________________ Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). 2 Ability to maintain project schedule (complete on-time or early). 3 Quality of work. 4 Quality of consultative advice provided on the project. 5 Professionalism and ability to manage personnel. 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 Overall comfort level with hiring the company in the future (customer satisfaction). TOTAL SCORE OF ALL ITEMS Solicitation 22-8026Collier County 7/29/2022 2:17 PM p. 23 22-8026 Synergy-Connect, LLC Maura Dominguez-Zhang Janine de Windt Curaçao Tourist Board jdewindt@curacao.com +5999-9520-8221 10 10 10 10 10 10 10 10 10 10 IMEX America tradeshow booth management, appointments, pre/post marketing, lead management and follow up November 2021 $7,000 2 months 41 100 | References 16.F.2.e Packet Pg. 734 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 2021 client Recap 114 PRE-SCHEDULED APPOINTMENTS FOR CURAÇAO & PARTNERS IN 2021 | References 16.F.2.e Packet Pg. 735 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: Reference Questionnaire for: (Name of Company Requesting Reference Information) (Name of Individuals Requesting Reference Information) Name: (Evaluator completing reference questionnaire) Company: (Evaluator’s Company completing reference) Email: FAX: Telephone: Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored “0.” Project Description: ___________________________ Completion Date: _____________________________ Project Budget: _______________________________ Project Number of Days: _______________________ Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). 2 Ability to maintain project schedule (complete on-time or early). 3 Quality of work. 4 Quality of consultative advice provided on the project. 5 Professionalism and ability to manage personnel. 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 Overall comfort level with hiring the company in the future (customer satisfaction). TOTAL SCORE OF ALL ITEMS Solicitation 22-8026Collier County 7/29/2022 2:17 PM p. 23 22-8026 Synergy-Connect, LLC Maura Dominguez-Zhang Janine de Windt Curaçao Tourist Board jdewindt@curacao.com +5999-9520-8221 10 10 10 10 10 10 10 10 10 10 Northstar Destination Caribbean & SITE SE ICE Conference attendance, presentations and Post FAMs July 2022 September 2021 $10,000 6 months 43 100 | References 16.F.2.e Packet Pg. 736 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 44 | References 16.F.2.e Packet Pg. 737 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 45 | References Mark Crabb 16.F.2.e Packet Pg. 738 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 46 Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: Reference Questionnaire for: (Name of Company Requesting Reference Information) (Name of Individuals Requesting Reference Information) Name: (Evaluator completing reference questionnaire) Company: (Evaluator’s Company completing reference) Email: FAX: Telephone: Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very sat isifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored “0.” Project Description: ___________________________ Completion Date: _____________________________ Project Budget: _______________________________ Project Number of Days: _______________________ Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). 2 Ability to maintain project schedule (complete on -time or early). 3 Quality of work. 4 Quality of consultative advice provided on the project. 5 Professionalism and ability to manage personnel. 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 Overall comfort level with hiring the company in the future (customer satisfaction). TOTAL SCORE OF ALL ITEMS Solicitation 22-8026Collier County 7/29/2022 2:17 PM p. 23 22-8026 Synergy-Connect, LLC Maura Dominguez-Zhang Adriana Aburto Maritur DMC aaburto@maritur.com +52 998-241-6420 10 10 10 10 10 10 10 10 10 10 Negotiated preferred partnerships with Strategic Key Accounts such as Meetings & Incentives Worldwide, One10, Brownell Travel Ongoing N/A Since 2020 100 | References 16.F.2.e Packet Pg. 739 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 47 Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: Reference Questionnaire for: (Name of Company Requesting Reference Information) (Name of Individuals Requesting Reference Information) Name: (Evaluator completing reference questionnaire) Company: (Evaluator’s Company completing reference) Email: FAX: Telephone: Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very sat isifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored “0.” Project Description: ___________________________ Completion Date: _____________________________ Project Budget: _______________________________ Project Number of Days: _______________________ Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). 2 Ability to maintain project schedule (complete on -time or early). 3 Quality of work. 4 Quality of consultative advice provided on the project. 5 Professionalism and ability to manage personnel. 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and document information clearly and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 Overall comfort level with hiring the company in the future (customer satisfaction). TOTAL SCORE OF ALL ITEMS Solicitation 22-8026Collier County 7/29/2022 2:17 PM p. 23 22-8026 Synergy-Connect, LLC Maura Dominguez-Zhang Adriana Aburto Maritur DMC aaburto@maritur.com +52 998-241-6420 10 10 10 10 10 10 10 10 10 10 Initiative for Creative Presentations and Webinars (cooking classes, mixology classes, virtual site visits) in collaboration with destination and industry partners Ongoing Varies per event Since 2020 100 | References 16.F.2.e Packet Pg. 740 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Criteria No. 6 •Specialized Expertise of Team Members 48 16.F.2.e Packet Pg. 741 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) An industry leader in luxury-tier hospitality,Maura has over 20 years of experience in roles from hotel operations to sales &marketing,and travel industry sales.Maura had her first taste of the MICE industry while working with the opening sales team at The Ritz- Carlton,Key Biscayne.In the years to follow,she has played key roles and won several awards leading the group sales efforts of top luxury hotel companies such as The Biltmore Coral Gables,Noble House Hotels, Kimpton Hotels and Benchmark Hospitality. Born in the Dominican Republic,Maura moved to the US at a young age and has a bachelor’s degree in Hospitality Management from Florida International University.From the genesis of her career,networking has been key to building connections and producing sales results,through active participation in MPI,SITE, ASAE and FICP among other industry associations.Maura is a Certified Incentive Specialist (CIS)and Certified Incentive Travel Professional (CITP) and is past president of the SITE FL &Caribbean chapter.She is also a Positive Impact Ambassador for a Sustainable hospitality and events industry and inaugurated sustainability education events for the chapter. Maura helped launch Synergy-Connect in 2017 and our brand LatinPlus DMC Group in 2020.She currently leads our CVB representation sales efforts. 49 Maura Dominguez-Zhang Managing Partner ROLE: Group sales and marketing in all markets North America and Canada RESUME: Attached Page 70-71 | Our team 16.F.2.e Packet Pg. 742 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Serving clients and partners in the hospitality industry has been Barbara’s lifelong passion for over 30 years.Her experience includes hotel (both on-site and national),destination marketing and convention center sales throughout the U.S.Barbara currently manages sales activity for the Midwest sales territory, but also has extensive sales experience in the Northeast,DC ,Southeast and Northwest territories. Her sales expertise is focused on serving clients in the association,corporate and incentive markets. Destination marketing and sales is by far,Barbara’s biggest strength.She has worked with destination marketing organizations throughout the U.S for 25 years and was also the principal for her own destination rep firm.Her responsibilities include overall account management,development of marketing and sales action plans for her territories, new business development,sales presentations and client event/sales “blitz”planning and execution. Barbara has also served on MPI-Chicago Area Chapter’s Board of Directors on multiple occasions and has chaired or served on committees for MPI- Chicago Area Chapter,PCMA Greater Midwest and Association Forum.She is active in her community and volunteers at PAWS and Chicago’s Lincoln Park Zoo.Barbara is committed to her clients and will work tirelessly to help create a memorable experience for every event in her destination. 50 Barbara Quigley Director of Business Development ROLE: Sales and business development in the Midwest market RESUME: Attached page 67-69 | Our team 16.F.2.e Packet Pg. 743 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) A dynamic tourism and hospitality marketing leader with more than 15 years of experience planning and executing integrated business plans for tourism and hospitality. Born and raised in the Dominican Republic,Patricia is mostly known for her contributions positioning the DR as a TOP Destination in the US meetings and incentives industry.After more than 12 years of service to the Ministry of Tourism,Patricia ventured outside of the DR,to work in Hospitality Group Sales for both domestic and international Hotels,until pursuing her entrepreneurial spirit.In 2017,she founded Synergy-Connect and launched our LatinPlus DMC Group in 2020.She is a firm believer that strategic collaboration is the key for the success of the company’s clients and partners. Patricia holds an MBA from Nova Southeastern University and is a Certified Incentive Specialist,CIS. She has been awarded numerous times by clients and industry associations,including “Member of the Year 2014”by the Society of Incentive Travel Excellence,Partner of the Year by both Classic Vacations and Expedia in 2014 and Top 25 Smart Women by Smart Meetings Magazine. 51 Patricia Perez-Sahin Managing Partner ROLE: Digital Marketing, Cross-selling Lead generation RESUME: Attached page 72-73 | Our team 16.F.2.e Packet Pg. 744 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) FLORIDA: Patricia Sahin & Maura Zhang 52 CHICAGO: Barbara Quigley | Team deployment 16.F.2.e Packet Pg. 745 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 53 •We are active members and contributors of SITE, MPI, FICP, PCMA and support the Incentive Research Foundation every year. •We support their local chapters and attend local events in the Midwest, Southeast and Northeast. •Maura is immediate past President of SITE Florida & Caribbean in 2018, where she organized and collaborated on 20 events in the year, including the first GMID event in Miami. She implemented key Sustainability and Educational events which won the SITE Global awards in 2020. •Patricia is a former President of SITE Chicago and won an award as “Member of the Year in 2014” for her contributions turning this chapter around. Three years later, Site Chicago became “Chapter of the Year in 2018”. | Industry affiliations 16.F.2.e Packet Pg. 746 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) •Vendor Office Locations 54 Criteria No. 7 16.F.2.e Packet Pg. 747 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) We do not have offices in Collier county. Our Offices are located as follows: 55 Florida Office: 1540 N Treasure Dr North Bay Village, FL 33141 Phone: 786-409-1648 Maura Dominguez-Zhang Managing Partner maura@synergy-connect.us www.synergy-connect.us Midwest Office: 1025 W Addison, #713 Chicago, IL 60613 Phone: 773-330-5714 | Office locations 16.F.2.e Packet Pg. 748 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) Forms & Required Documents 56 | Forms 16.F.2.e Packet Pg. 749 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 57 Vendor Check List IMPORTANT: Please review carefully and submit with your Proposal/Bid. All applicable documents shall be submitted electronically through BidSync. Vendor should checkoff each of the following items. Failure to provide the applicable documents may deem you non-responsive/non-responsible. General Bid Instructions has been acknowledged and accepted. Collier County Purchase Order Terms and Conditions have been acknowledged and accepted. Form 1: Vendor Declaration Statement Form 2: Conflict of Interest Certification Proof of status from Division of Corporations - Florida Department of State (If work performed in the State) - http://dos.myflorida.com/sunbiz/ should be attached with your submittal. Ven dor MUST be enrolled in the E-Verify - https://www.e-verify.gov/ at the time of submission of the proposal/bid. Form 3: Immigration Affidavit Certification MUST be sign ed and attached with your submittal. E-Verify Memorandum of Understanding or Company Profile page should be attached with your submittal. Form 4: Certification for Claiming Status as a Local Business, if applicable, has been executed and returned. Collier or Lee County Business Tax Receipt should be attached with your submittal to be considered. Form 5: Reference Questionnaire form must be utilized for each requested reference and included with your submittal, if applicable to the solicitation. Form 6: Grant Provisions and Assurances package in its entirety, if applicable, are executed and should be included with your submittal. Vendor W-9 Form. Vendor acknowledges Insurance Requirements and is prepared to produce the required insurance certificate(s) within five (5) days of the County’s issuance of a Notice of Recommend Award. The Bid Schedule has been completed and attached with your submittal, applicable to bids. Copies of all requested licenses and/or certifications to complete the requirements of the project. All addenda have been signed and attached. County’s IT Technical Architecture Requirements has been acknowledged and accepted, if applicable. Any and all supplemental requirements and terms has been acknowledged and accepted, if applicable. Solicitation 22-8026Collier County 7/29/2022 2:17 PM p. 17 x x x x x x x x x N/A N/A x x N/A N/A N/A N/A We acknowledge the terms of the Service Agreement it is our understanding that this will be sent for signature once the vendor is selected N/A 16.F.2.e Packet Pg. 750 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 58 Form 1: Vendor Declaration Statement BOARD OF COUNTY COMMISSIONERS Collier County Government Complex Naples, Florida 34112 Dear Commissioners: The undersigned, as Vendor declares that this response is made without connection or arrangement with any other person and th is proposal is in every respect fair and made in good faith, without collusion or fraud. The Vendor hereby declares the instructions, purchase order terms and conditions, requirements, and specifications/scope of work of this solicitation have been fully exam ined and accepted. The Vendor agrees, if this solicitation submittal is accepted by Collier County, to accept a Purchase Order as a form of a formal contract or to execute a Collier County formal contract for purposes of establishing a contractual relationship between the Vendor and Collier County, for the per formance of all requirements to which this solicitation pertains. The Vendor states that the submitted is based upon the documents listed by the above referenced solicitation . The Vendor agrees to comply with the requirements in accordance with the terms, conditions and specifications denoted herein and according to the pricing submitted as a part of the Vendor’s bids. Further, the Vendor agrees that if awarded a contract for these goods and/or services, the Vendor will not be eligible to compete, submit a proposal, be awarded, or perform as a sub-vendor for any future associated work that is a result of this awarded contract. IN WITNESS WHEREOF, WE have hereunto subscribed our names on this _____ day of _____________, 20__ in the County of _______________, in the State of _____________. Firm’s Legal Name: Address: City, State, Zip Code: Florida Certificate of Authority Document Number Federal Tax Identification Number *CCR # or CAGE Code *Only if Grant Funded __________________________________________________________________________ Telephone: Email: Signature by: (Typed and written) Title: Solicitation 22-8026Collier County 7/29/2022 2:17 PM p. 18 29 August 22 Miami-Dade Florida Synergy-Connect, LLC 1540 N Treasure Drive North Bay Village, FL 33141 L17000044444 82-3234500 786-409-1648 maura@synergy-connect.us Maura Dominguez-Zhang Managing Partner 16.F.2.e Packet Pg. 751 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 59 16.F.2.e Packet Pg. 752 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 60 16.F.2.e Packet Pg. 753 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 61 16.F.2.e Packet Pg. 754 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 62 16.F.2.e Packet Pg. 755 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.e Packet Pg. 756 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 16.F.2.e Packet Pg. 757 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 63 16.F.2.e Packet Pg. 758 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 64 16.F.2.e Packet Pg. 759 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 65 16.F.2.e Packet Pg. 760 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 66 16.F.2.e Packet Pg. 761 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) ADDENDUM # 1 _____________________________________________________________________________________ Date: August 31, 2022 From: Barbara Lance, Procurement Strategist To: Interested Bidders Subject: Addendum # 1 – 22-8026 Tourism Sales Representation – Midwest United States This Addendum has been issued for the following items identifying clarifications, changes, deletions, and/or additions to the scope of work, solicitation documents and/or bid schedule for the above referenced solicitation: The “Question/Answer” period has been extended from August 19th , 2022 @ 5:00 pm to September 2nd, 2022 @ 5:00 pm. The “Bid End” date has been extended from August 31st, 2022 @ 3:00 pm to September 14th, 2022 @ 3:00 pm. If you require additional information, please post a question on our Bid Sync (www.bidsync.com) bidding platform under the solicitation for this project. Please sign below and return a copy of this Addendum with your submittal for the above referenced solicitation. (Signature) Date (Name of Firm) Email: Barbara.Lance@colliercountyfl.gov Telephone: 239.252.8998 Synergy-Connect, LLC 8/31/22 16.F.2.e Packet Pg. 762 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 67 16.F.2.e Packet Pg. 763 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 68 16.F.2.e Packet Pg. 764 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 69 16.F.2.e Packet Pg. 765 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 70 16.F.2.e Packet Pg. 766 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 71 16.F.2.e Packet Pg. 767 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 72 16.F.2.e Packet Pg. 768 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 73 16.F.2.e Packet Pg. 769 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 74 8/29/22, 4:32 PMMFMP Vendor Information Portal Page 1 of 4https://vendor.myfloridamarketplace.com/vendor/register/profile/business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ertified Woman / Minority Business Enterprise Application has been submitted and status is pending 16.F.2.e Packet Pg. 770 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 75 8/29/22, 4:32 PMMFMP Vendor Information Portal Page 2 of 4https://vendor.myfloridamarketplace.com/vendor/register/profile/business ()$1/)2'(,/3&'*4'!"#$%&## ;0&L2:62&%'$'#&:%&+*(,&6*./$0+&8*.:6:"#8Q&Y2:62&:%&+*(,&6*./$0+]%&/,:.$,+&/"$6#&*<&)(%:0#%%Q G^G4^G43H @$'#&*<&;06*,/*,$':*0 !"#$%&"' >R T#"#6'&T'$'#&L2#,#&;06*,/*,$'#8 !"#$%&"' >"*,:8$ T#"#6'&!,:.$,+&!"$6#&*<&V(%:0#%% !"#$%&"' 16.F.2.e Packet Pg. 771 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) 76 8/29/22, 4:32 PMMFMP Vendor Information Portal Page 3 of 4https://vendor.myfloridamarketplace.com/vendor/register/profile/business 5&)0$+&6'!"#$%&##'7%0&)8)$#&'95!7: K2#&[_6#&*<&T(//":#,&@:N#,%:'+&U[T@X&:%&$&%/#6:$":`#8 '#$.&L:'2:0&'2#&@:N:%:*0&*<&T'$'#&!(,62$%:07&'2$'&2#"/% :./,*N#&)(%:0#%%&*//*,'(0:':#%&<*,&>"*,:8$D)$%#8 L*.$0D9&N#'#,$0D9&$08&.:0*,:'+D*L0#8&%.$"" )(%:0#%%#%1&K2#:,&*_6#&L*,A%&L:'2&#":7:)"#&)(%:0#%% *L0#,%&'*&/,*6#%%&$08&7,$0'&-VJ&6#,':O6$':*0%&$08 #0%(,#&)(%:0#%%&*L0#,%&$,#&:0<*,.#8&*<&6#,':O6$':*0 )#0#O'%1 -":6A&2#,#&<*,&.*,#&:0<*,.$':*0&*0&-VJ&)#0#O'%&$08 #":7:):":'+&,#a(:,#.#0'%1 W,#&+*(&%##A:07&$&6#,':O6$':*0&$%&$&L*.$0D9&N#'#,$0D9 $08^*,&.:0*,:'+D*L0#8&)(%:0#%%&<,*.&'2#&[_6#&*< T(//":#,&@:N#,%:'+&U[T@XQ S#%M* Y*.#0D[L0#8&@#%:70$':*0 S#%M* b#'#,$0D[L0#8&@#%:70$':*0 S#%M* =:0*,:'+D[L0#8&@#%:70$':*0 S#%M* 5!7'5&)0$+3/0$*%'-&0/$,# -#,':O6$':*0&T'$'(%I !#08:07 -#,':O6$':*0&@$'#I Jc/:,$':*0&@$'#I 5"))&%0'5!7'-&#$.%/0$*%# Y*.$0D[L0#8&@#%:70$':*0I M[ b#'#,$0D[L0#8&@#%:70$':*0I M[ =:0*,:'+D[L0#8&@#%:70$':*0I M[ ?:%/$0:6&W.#,:6$0&[L0#8 T#"#6'&=:0*,:'+D[L0#8&@#%:70$':*0 d#%#'T$N# 16.F.2.e Packet Pg. 772 Attachment: Synergy NEW Collier County - Naples CVB 2022 Proposal (24384 : Tourism Sales Representation Midwest Synergy-Connect) EFFECTIVE DATE: PERSON: BUSINESS NAME AND ADDRESS: SCOPE OF BUSINESS OR TRADE: PATRICIA PEREZ SYNERGY-CONNECT, LLC 1540 N TREASURE DRIVE MIAMI BEACH, FL 33141 FEIN: JIMMY PATRONIS CHIEF FINANCIAL OFFICER STATE OF FLORIDA DEPARTMENT OF FINANCIAL SERVICES DIVISION OF WORKERS' COMPENSATION * * CERTIFICATE OF ELECTION TO BE EXEMPT FROM FLORIDA WORKERS' COMPENSATION LAW * * IMPORTANT: Pursuant to subsection 440.05(14), F.S., an officer of a corporation who elects exemption from this chapter by filing a certificate of election under this section may not recover benefits or compensation under this chapter. Pursuant to subsection 440.05(12), F.S., Certificates of election to be exempt issued under subsection (3) shall apply only to the corporate officer named on the notice of election to be exempt and apply only within the scope of the business or trade listed on the notice of election to be exempt. Pursuant to subsection 440.05(13), F.S., notices of election to be exempt and certificates of election to be exempt shall be subject to revocation if, at any time after the filing of the notice or the issuance of the certificate, the person named on the notice or certificate no longer meets the requirements of this section for issuance of a certificate. The department shall revoke a certificate at any time for failure of the person named on the certificate to meet the requirements of this section. DFS-F2-DWC-252 CERTIFICATE OF ELECTION TO BE EXEMPT REVISED 08-13 QUESTIONS? (850) 413-1609E01561638 Salespersons or Collectors Outside NON-CONSTRUCTION INDUSTRY EXEMPTION 7/13/2022 EXPIRATION DATE:7/12/2024 823234500 EMAIL:PSAHIN@SYNERGY-CONNECT.US This certifies that the individual listed below has elected to be exempt from Florida Workers' Compensation law. 16.F.2.f Packet Pg. 773 Attachment: Synergy rptBOCCert (24384 : Tourism Sales Representation Midwest Synergy-Connect) COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS REQUEST FOR PROPOSAL (RFP) FOR TOURISM SALES REPRESENTATION - MIDWEST UNITED STATES SOLICITATION NO.: 22-8026 BARBARA LANCE, PROCUREMENT STRATEGIST PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FLORIDA 34112 TELEPHONE: (239) 252-8998 Barbara.Lance@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. 16.F.2.g Packet Pg. 774 Attachment: Synergy solicitation Dale Mabry Diversion RFQ (24384 : Tourism Sales Representation Midwest Synergy-Connect) 2 SOLICITATION PUBLIC NOTICE REQUEST FOR PROPOSAL (RFP) NUMBER: 22-8026 PROJECT TITLE: TOURISM SALES REPRESENTATION – MIDWEST UNITED STATES DUE DATE: AUGUST 31st, 2022 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 Naples, Marco Island, Everglades Convention & Visitor Bureau Division (hereinafter, the “Division), 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. Historically, County departments have spent approximately $61,500; however, this may not be indicative of future buying patterns. BACKGROUND The Naples, Marco Island, Everglades Convention & Visitors Bureau (CVB), a division of Collier County Government (County), is seeking Tourism Representation services located in the Midwestern United States. The CVB is the official destination marketing organization for Collier County. The County covers a large geographic area and has a diversified tourism product that includes beaches, shopping, Sports and Eco-tourism and convention opportunities. For more background information on the Naples, Marco Island, Everglades Convention & Visitors Bureau please visit www.paradisecoast.com. TERM OF CONTRACT The contract term, if an award(s) is/are made is intended to be for three (3) years with two (2) one (1) year renewal options. 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 Contract is subject to availability of Tourist Development Tax funds (TDT). If Category B TDT funds are not available, the County will provide notice in writing to the Contractor that they intend to terminate the Contract. 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. 16.F.2.g Packet Pg. 775 Attachment: Synergy solicitation Dale Mabry Diversion RFQ (24384 : Tourism Sales Representation Midwest Synergy-Connect) 3 DETAILED SCOPE OF WORK The CVB is interested in contracting with a seasoned meeting market sales professional, based in the Midwest United States, to represent the CVB in the following essential functions: • Assist CVB Group Sales to coordinate meeting planner or meetings market journalist familiarization tours of the destination. • Educate planners and their clients on Collier County hotels, attractions, dining, shopping, beaches, etc. • Maintain a calendar of sales missions, tradeshows and group contact solicitations and share at least monthly with CVB group sales supervisor. • Attend and coordinate trade show as assigned by the CVB Group Sales Supervisor, including but not limited to events in the Midwest and/or those held throughout the US and elsewhere. • Compile monthly reports on all sales calls, trade shows, regional tourism events, sales and media missions and familiarization trips (FAMs) completed. • Make sales presentations to Midwest planner groups, incentive houses, meeting services companies to encourage them to bring their meetings, group functions, Incentive trips and reunions to Collier County. • Coordinate monthly meetings with CVB Group Sales Supervisor on a rotating location basis or by phone to discuss important tourism issues. Those topics would include sales call reports and results, suggested promotions, advertising, digital and social media strategies to reach group meeting planners on future or repeat business. • Contractor will prepare and present to the County, attention Tourism Director, a proposed annual marketing plan which will be provided by the contracted person at the same total compensation amount for time and out of pocket expenditures for these services for the initial three-year term of the contract. • Store and distribute CVB promotional materials and sales collateral as provided by Collier area tourism partners, and specialty items provided by the County Tourism Division. These materials would include CVB Visitor Guide, Golf Guide, Meeting Planner Guides, tri-fold destination brochures in different languages, Visitor Maps, power point presentations, logos, stationery, and website information. • Review content of tourism publications for accuracy. • Present estimates to CVB in advance for pre-approval of out-of-pocket expenses for travel and other sales activity expenses. These expenses would be limited to the following annual totals: o $12,000 for sales missions averaging one per quarter at up to $3,000 each o $25,000 for Trade Show registrations • Registrations for trade shows will be paid directly by the CVB. All other out of pocket expenses will be reimbursed to the Contractor after presentation to the Group Sales Supervisor. o Pursuant to the Resolution for Tourism Travel No. 2013-274, for persons conducting official tourism business, reimbursables to include, but not limited to travel costs such as airfare, hotel, transportation, accommodations/lodging and meals. • Contractor will make cold calls and provide lead generation for group business and follow up reports and leads monthly to CVB group sales supervisor. • Contractor will generate a minimum of eight (8) RFP’s (Request for Proposal) from clients for future groups/meetings per month at a 10% conversion to definite goal, as we have no involvement in hotel’s willingness to bid or the contracting process. o The target markets for these calls, sales missions, trade shows and leads will be corporate and association meeting planners and incentive houses including, but not limited to, those located in Minnesota, Wisconsin, Illinois, Kansas, Michigan, and Indiana with focus on Minneapolis, Milwaukee, Chicago, Kansas City, Dearborn, and South Bend. The focus will be on Incentive, Corporate and Luxury markets. • Contractor will organize a minimum of six (6) planner site visits per year of the destination with coordination and support from the CVB sales staff, taking into consideration seasonal restrictions which are determined by a number of variables, such as time of year (peak season), occupancy rates, and hotels’ ability to accommodate clients for a site visit. • Contractor will provide their own in market office spaces and computers/office equipment, computer network and professional email address, telephone, fax and copy machine for their use. These services will be provided at no additional cost to the County. • Contractor will provide forty (40) hours per month of contracted services as recorded in a time log and reported monthly by the tenth of the month following the activity. • Contractor will provide their own insurance at their own expense in compliance with Collier County’s insurance requirements. 16.F.2.g Packet Pg. 776 Attachment: Synergy solicitation Dale Mabry Diversion RFQ (24384 : Tourism Sales Representation Midwest Synergy-Connect) 4 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 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. Cost of Services to the County 10 Points 4. Solution to County Requirements 25 Points 5. Experience and Capacity of the Firm 25 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*** 16.F.2.g Packet Pg. 777 Attachment: Synergy solicitation Dale Mabry Diversion RFQ (24384 : Tourism Sales Representation Midwest Synergy-Connect) 5 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 tourism representation. Include the name(s), telephone number(s) and email(s) of the authorized contact person(s) concerning your 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. EVALUATION CRITERIA NO. 3: COST OF SERVICES TO THE COUNTY (10 Total Points Available) In this criteria, include pricing in the following format: Item # Description Annual Price Not-to-Exceed 1 Midwest Sales Representation $ 2 Sales Missions $12,000.00 3 Trade Show Registration $25,000.00 4 Additional Reimbursable Expenses $ TOTAL $ EVALUATION CRITERIA NO. 4: SOLUTION TO COUNTY REQUIREMENTS (25 Total Points Available) In this criteria, include but not limited to: How does your firm intend to increase the Collier County Brand in the US Midwest? • Detailed plan of approach in representing Collier County. • Detailed timeline for projects throughout the year. • Describe your philosophy on targeting various meeting planners with varying types of clients. • How you intend to meet each of the County’s requirements identified in the RFP’s Detailed Scope of Work. • Provide at least one sample of work product completed for a similar client on tourism representation experience. • Provide at least one sample of a “break-through” and innovative approach to tourism group sales representation. • Describe your backup systems or locations in case of an emergency that will enable you to carry on business. • Describe how you use social media networks to support your sales plan. EVALUATION CRITERIA NO. 5: EXPERIENCE AND CAPACITY OF THE FIRM (25 Total Points Available) In this criteria, include but not limited to: Demonstrate key parts of your experience that makes you uniquely qualified to perform these services for the County, including: • Describe the specific knowledge of Florida tourism and representing Florida travel destinations. • Indicate your thoughts and philosophies on tourism representation and site examples of how you positioned other group sales clients, the challenges you faced and the ways you overcame those challenges in delivering those strategies. • Provide information that documents your qualifications to produce the required deliverables, including abilities, capacity, skill, and financial strength, and number of years of experience in providing the required services. • If you will have support from other sales professionals, describe the various team members’ successful experience in working with one another on previous projects. • The County requests that the vendor submits no fewer than three (3) and no more than ten (10) completed 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 Proposer that best represent projects of similar size, scope and complexity of this project using form provided in Form 5. Proposers 16.F.2.g Packet Pg. 778 Attachment: Synergy solicitation Dale Mabry Diversion RFQ (24384 : Tourism Sales Representation Midwest Synergy-Connect) 6 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. EVALUATION CRITERIA NO. 6: SPECIALIZED EXPERTISE OF TEAM MEMBERS (20 Total Points Available) In this criteria, 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 any other team members who will be involved in the management of your group sales representation services. • If you anticipate using any sub-contractors in delivering your group sales representation services, please include resumes on each of them. 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)*** 16.F.2.g Packet Pg. 779 Attachment: Synergy solicitation Dale Mabry Diversion RFQ (24384 : Tourism Sales Representation Midwest Synergy-Connect)