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Agenda 08/08/2023 Item #16F2 (To obtain professional management services for the Pelican Bay Services Division)16. F.2 08/08/2023 EXECUTIVE SUMMARY Recommendation to award Request for Proposal ("RFP") No. 23-8129, "Management Services for Pelican Bay Services Division," to Dorrill Management Group, Inc., and authorize the Chairman to sign the attached agreement. OBJECTIVE: To obtain professional management services for the Pelican Bay Services Division. CONSIDERATIONS: The Community of Pelican Bay is a dependent Municipal Services Taxing and Benefit Unit ("MSTBU") within Collier County, which oversees the operations of the Pelican Bay Services Division in accordance with Collier County Ordinance No. 2002-27, as amended (the "Ordinance"). The Pelican Bay Community thus receives all ordinary services directly from Collier County and all special, non -general County services and benefits provided by the Pelican Bay Services Division ("PBSD"). Pelican Bay property owners (both residential and commercial) tax and assess themselves each year to pay for the special PBSD services and amenities. The PBSD funds are collected by the County but are administered by the Administrator of the Pelican Bay Services Division with County Commission approval. Because all funds administered by the Administrator are derived from the Pelican Bay property owners, and all services, programs and projects are done for the benefit of the property owners, it is the Administrator's primary job to manage those funds and to oversee the PBSD activities for the benefit of the Pelican Bay Community. The Ordinance provides that the PBSD Board exercises decision and control of the day-to-day operational affairs of the unit to the maximum extent allowed by law, unless and except when there is some overriding governmental reason to do otherwise. On April 11, 2023, the Procurement Services Division released RFP No. 23-8129, "Management Services for Pelican Bay Services Division." The County received one proposal by the May 11, 2023, submission deadline from the Dorrill Management Group, Inc., which proposal was found responsive and responsible. A selection committee met on May 31, 2023, and after review of the proposal and deliberation, the committee scored the proposal and established the below final ranking. Respondents: Company Name City County State Final Responsive/Responsible Ranking Dorrill Management Naples Collier FL 1 Yes/Yes Group, Inc. Staff recommends awarding RFP No. 23-8129 to the Dorrill Management Group, Inc. ("DMG"), the incumbent vendor whose President has a 40-year background in Public Administration. DMG has been in business since 1999, and has a local office in Naples, approximately six miles from Pelican Bay. DMG has been providing these services for Pelican Bay since 2009. Subject to Board approval, the attached agreement will have an effective date of October 1, 2023, and will commence upon expiration of the current Agreement No. 18-7352. The initial term of the attached Agreement No. 23-8129 will be for three years, with two one-year renewal options. FISCAL IMPACT: The base cost of management services will be $9,952 monthly, or $119,424 annually. Funds are available in the Pelican Bay Services Operations Budget, Funds 1007 and 1008. ADVISORY BOARD RECOMMENDATION: During the July 12, 2023, PBSD Regular Session Board Meeting, members of the Pelican Bay Services Board voted in favor of awarding the contract to Dorrill Packet Pg. 584 16. F.2 08/08/2023 Management Group by a vote of 9-0 with two members absent. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for Board approval. -SRT GROWTH MANAGEMENT IMPACT: This project meets current Growth Management Plan standards to ensure the adequacy and availability of viable public facilities. RECOMMENDATION: To award RFP No. 23-8129, "Management Services for Pelican Bay Services Division," to Dorrill Management Group, Inc., and authorize the Chairman to sign the attached agreement. Prepared by: Dan Rodriguez, Deputy County Manager, County Manger's Office ATTACHMENT(S) 1.23-8129 COI_Dorrill (PDF) 2.23-8129 Contract Dorrill VendorSigned2 (PDF) 3.23-8129 Solicitation (PDF) 4.23-8129 Final Ranking (PDF) 5.23-8129 DMG_Proposal (PDF) 6. 23-8129 NORA flat (PDF) Packet Pg. 585 16. F.2 08/08/2023 COLLIER COUNTY Board of County Commissioners Item Number: 16.17.2 Doc ID: 26216 Item Summary: Recommendation to award Request for Proposal ("RFP") No. 23-8129, "Management Services for Pelican Bay Services Division," to Dorrill Management Group, Inc., and authorize the Chairman to sign the attached agreement. Meeting Date: 08/08/2023 Prepared by: Title: Management Analyst II — County Manager's Office Name: Geoffrey Willig 07/25/2023 3:53 PM Submitted by: Title: Deputy County Manager — County Manager's Office Name: Dan Rodriguez 07/25/2023 3:53 PM Approved By: Review: Procurement Services Procurement Services Procurement Services Procurement Services County Attorney's Office Office of Management and Budget Office of Management and Budget County Attorney's Office County Manager's Office Board of County Commissioners Ana Reynoso Level 1 Purchasing Gatekeeper Completed 07/25/2023 4:59 PM Sue Zimmerman Additional Reviewer Completed 07/25/2023 10:32 PM Barbara Lance Additional Reviewer Completed 07/26/2023 8:28 AM Sandra Herrera Procurement Director Review Completed 07/26/2023 8:49 AM Scott Teach Level 2 Attorney Review Completed 07/26/2023 10:36 AM Blanca Aquino Luque Level 3 OMB Gatekeeper Review Completed 07/26/2023 9:09 AM Laura Zautcke Additional Reviewer Completed 07/26/2023 11:46 AM Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 07/26/2023 11:52 AM Dan Rodriguez Level 4 County Manager Review Completed 08/01/2023 1:49 PM Geoffrey Willig Meeting Pending 08/08/2023 9:00 AM Packet Pg. 586 DORRMAN-01 S 16.F.2.a DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE FE(MM/D /Y THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER License # L077730 CONTACT Austin Hurler NAME: PHONE FAx (A/C, No, Ext): (800) 226-6117 (A/C, No): (239) 261-2803 AssuredPartners of Florida, Naples 8950 Fontana Del Sol Way Suite 300 Naples, FL 34109 ADDRESS: INSURERS AFFORDING COVERAGE NAIC # INSURER A: Cincinnati Indemnity 23280 INSURED INSURER B: BUSlnessFlrst Insurance Company 11697 INSURER C : United States Liability Ins Dorrill Management Group, Inc. 25895 INSURER D 5672 Strand Court Ste. 1 Naples, FL 34110 rn V INSURER E INSURER F : P. COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIL INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THI CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERN EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL IN D SUBR W D POLICY NUMBER POLICY EFF MM DD YYYY POLICY EXP MM DD YYYY LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,1 CLAIMS -MADE X OCCUR X ENP 0587256 10/6/2022 10/6/2023 DAMAGE TO RENTED PREMISES Ea occurrence 500,1 $ MED EXP (Any oneperson) $ 10'1 PERSONAL & ADV INJURY $ 1'000'1 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,1 POLICY JECT �X LOC PRODUCTS - COMP/OP AGG $ 2,000,1 EB AGGREGATE $ 3,00011 OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident $ BODILY INJURY Perperson) $ ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ PROPERTY DAMAGE Per accident $ HIRED NON -OWNED AUTOS ONLY AUTOS ONLY $ A X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 1,000,1 AGGREGATE $ 1100011 EXCESS LIAB CLAIMS -MADE X ENP 0587256 10/6/2022 10/6/2023 DIED X RETENTION $ 0 $ B W KERS COMPENSATION AND EMPLOYERS' LIABILITY Y/N ANY PROPRIETOR/PARTNER/EXECUTIVE ❑ OFFICER/MEMBER EXCLUDED? (Mandatory in NH) N / A 52115793 6/18/2023 6/18/2024 X PER OTH- STATUTE ER E.L. EACH ACCIDENT 1,000,1 $ E.L. DISEASE - EA EMPLOYEE $ 1,000,1 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT 1,000,1 $ C Professional Liab PM1001795N 10/6/2022 10/6/2023 2,000,1 A Crime (Includes Burg ENP 0587256 10/6/2022 10/6/2023 �Ded: $1,000 100,1 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) It is agreed that Collier County Board of Commissioners is included as Additional Insured with respect to the General Liability as per form GA 210 02 07. Collier County Board of County Commissioners 3295 Tamiami Trail E Naples, FL 34112 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE a) N C N E a) i� tC C R fC m C R V IL co N W 04 �L L O 0 _I U rn N T_ op M N a a) E t c� to Q ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION The ACORD name and logo are registered marks of ACORD Packet Pg. 587 16.F.2.a THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. COMMERCIAL GENERAL LIABILITY BROADENED ENDORSEMENT This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART A. Endorsement - Table of Contents: Coverage: Begins on Page: 1. Employee Benefit Liability Coverage.................................................................................................. 2 2. Unintentional Failure to Disclose Hazards.......................................................................................... 7 3. Damage to Premises Rented to You................................................................................................... 7 4. Supplementary Payments................................................................................................................... 9 5. Medical Payments................................................................................................................................ 9 6. 180 Day Coverage for Newly Formed or Acquired Organizations.................................................... 9 7. Waiver of Subrogation......................................................................................................................... 9 8. Automatic Additional Insured - Specified Relationships: .................................................................. 9 Managers or Lessors of Premises, - Lessor of Leased Equipment,- Vendors- and State or Political Subdivisions - Permits Relating to Premises 9. Property Damage to Borrowed Equipment.......................................................................................12 10. Employees as Insureds - Specified Health Care Services: ............................................................ 12 Nurses; Emergency Medical Technicians; and Paramedics 11. Broadened Notice of Occurrence......................................................................................................12 B. Limits of Insurance: The Commercial General Liability Limits of Insurance apply to the insurance provided by this endorse- ment, except as provided below: 1. Employee Benefit Liability Coverage Each Employee Limit: $ 1,000,000 Aggregate Limit: $ 3,000,000 Deductible: $ 1,000 3. Damage to Premises Rented to You The lesser of: a. The Each Occurrence Limit shown in the Declarations; or b. $500,000 unless otherwise stated $ 4. Supplementary Payments a. Bail bonds: $ 1,000 b. Loss of earnings: $ 350 5. Medical Payments Medical Expense Limit: $ 10,000 9. Property Damage to Borrowed Equipment Each Occurrence Limit: $ 10,000 Deductible: $ 250 GA 210 02 07 Packet Pg. 588 16.F.2.a enforcement of any right against any person or or- ganization which may be liable to the insured be- cause of an act, error or omission to which this insur- ance may also ap- ply. d. No insured will, except at that insured's own cost, voluntarily make a payment, assume any obligation, or incur any expense without our consent. (2) Item 5. Other Insurance is de- leted in its entirety and replaced by the following: 5. Other Insurance each insurer's share is based on the ratio of its applicable limit of insur- ance to the total appli- cable limits of insurance of all insurers. c. No Coverage This insurance shall not cover any loss for which the insured is entitled to recovery under any other insurance in force previous to the effective date of this Coverage Part. e. Additional Definitions As respects Employee Benefit Li- ability Coverage, SECTION V - DEFINITIONS is amended as follows: (1) The following definitions are added: If other valid and collectible insurance is available to the 1. "Administration" means: insured for a loss we cover a. Providing information to under this Coverage Part, "employees", including our obligations are limited their dependents and as follows: beneficiaries, with re - a. Primary Insurance spect to eligibility for or scope of employee This insurance is pri- benefit programs"; mary except when c. below applies. If this b. Interpreting the "em- insurance is primary, ployee benefit pro - grams"; our obligations are not affected unless any of c. Handling records in the other insurance is connection with the also primary. Then, we "employee benefit pro - will share with all that grams"; or other insurance by the method described in b. d. Effecting, continuing or below. terminating any "em- b. Method of Sharing ployee's" participation in any benefit included If all of the other insur- in the "employee bene- ance permits contribu- fit program". tion by equal shares, However, "administration" we will follow this does not include: method also. Under this approach each in- a. Handling payroll deduc- surer contributes equal tions; or amounts until it has paid its applicable limit The failure to effect or b. of insurance or none of maintain any insurance the loss remains, or adequate limits of whichever comes first. coverage of insurance,including but not limited If any of the other in- to unemployment in- surance does not per- surance, social security mit contribution by benefits, workers' com- equal shares, we will pensation and disability contribute by limits. benefits. Under this method, GA 210 02 07 Page 6 Packet Pg. 589 16.F.2.a most we will pay under COVERAGE A. BODILY INJURY AND PROPERTY DAMAGE LIABILITY for damages because of "prop- erty damage" to premises while rented to you or tem- porarily occupied by you with permission of the owner, arising out of any one "occurrence" to which this insurance applies. (3) The amount we will pay is limited as described in Section B. Lim- its of Insurance, 3. Damage to Premises Rented to You of this endorsement. 4. Supplementary Payments Under SECTION I - COVERAGE, SUP- PLEMENTARY PAYMENTS - COVER- AGES A AND B: a. Paragraph 2. is replaced by the fol- lowing: Up to the limit shown in Section B. Limits of Insurance, 4.a. Bail Bonds of this endorsement for cost of bail bonds required because of accidents or traffic law violations arising out of the use of any vehicle to which the Bodily Injury Liability Coverage ap- plies. We do not have to furnish these bonds. b. Paragraph 4. is replaced by the fol- lowing: All reasonable expenses incurred by the insured at our request to assist us in the investigation or defense of the claim or "suit", including actual loss of earnings up to the limit shown in Section B. Limits of Insurance, 4.b. Loss of Earnings of this en- dorsement per day because of time off from work. 5. Medical Payments The Medical Expense Limit of Any One Person as stated in the Declarations is amended to the limit shown in Section B. Limits of Insurance, 5. Medical Pay- ment of this endorsement. 6. 180 Day Coverage for Newly Formed or Acquired Organizations SECTION II - WHO IS AN INSURED is amended as follows: Subparagraph a. of Paragraph 4. is hereby deleted and replaced by the fol- lowing: a. Insurance under this provision is af- forded only until the 180th day after you acquire or form the organization or the end of the policy period, whichever is earlier; 7. Waiver of Subrogation SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS, 9. Transfer of Rights of Recovery Against Others to Us is hereby amended by the addition of the following: We waive any right of recovery we may have because of payments we make for injury or damage arising out of your on- going operations or "your work" done un- der a written contract requiring such waiver with that person or organization and included in the "products -completed operations hazard". However, our rights may only be waived prior to the "occur- rence" giving rise to the injury or damage for which we make payment under this Coverage Part. The insured must do nothing after a loss to impair our rights. At our request, the insured will bring "suit" or transfer those rights to us and help us enforce those rights. 8. Automatic Additional Insured - Speci- fied Relationships a. The following is hereby added to SECTION II - WHO IS AN INSURED: (1) Any person or organization de- scribed in Paragraph 8.a.(2) be- low (hereinafter referred to as additional insured) whom you are required to add as an addi- tional insured under this Cover- age Part by reason of: (a) A written contract or agree- ment; or (b) An oral agreement or con- tract where a certificate of insurance showing that per- son or organization as an additional insured has been issued, is an insured, provided: (a) The written or oral contract or agreement is: 1) Currently in effect or becomes effective dur- ing the policy period; and 2) Executed prior to an "occurrence" or offense to which this insurance would apply; and GA2100207 Packet Pg. 590 16.F.2.a (b) They are not specifically out of "your products" which named as an additional in- are distributed or sold in the sured under any other pro- regular course of the ven- vision of, or endorsement dor's business, subject to added to, this Coverage the following additional ex - Part. clusions: (2) Only the following persons or or- 1) The insurance afforded ganizations are additional in- the vendor does not sureds under this endorsement, apply to: and insurance coverage pro- vided to such additional insureds a) "Bodily injury" or is limited as provided herein: "property damage" (a) The manager or lessor of a for which the ven- dor is obligated to premises leased to you with pay damages by whom you have agreed per reason of the as - Paragraph 8.a.(1) above to sumption of liability provide insurance, but only in a contract or with respect to liability aris- agreement. This ing out of the ownership, exclusion does not maintenance or use of that apply to liability for part of a premises leased to damages that the you, subject to the following vendor would have additional exclusions: in the absence of This insurance does not ap- the contract or ply to: agreement; 1) Any 'occurrence" which b) Any express war - takes place after you ranty unauthorized by you; cease to be a tenant in that premises. c) Any physical or 2) Structural alterations, chemical change new construction or demolition operations in the product made intentionally performed by or on be- by the vendor; half of such additional d) Repackaging, un- insured. less unpacked (b) Any person or organization solely for the pur- from which you lease pose of inspection, equipment with whom you demonstration, have agreed per Paragraph testing, or the sub- 8.a.(1) above to provide in- stitution of parts surance. Such person(s) or under instructions organization(s) are insureds from the manu- solely with respect to their facturer, and then liability arising out of the repackaged in the original container; maintenance, operation or use by you of equipment e) Any failure to make leased to you by such per- such inspections, son(s) or organization(s). adjustments, tests However, this insurance or servicing as the does not apply to any "oc- vendor has agreed currence" which takes place to make or nor - after the equipment lease mally undertakes expires. to make in the (c) Any person or organization usual course of (referred to below as ven- business, in con- dor) with whom you have agreed g per Paragraph nection with the distribution or sale 8.a.(1) above to provide in - of the products; surance, but only with re- "bodily Q Demonstration, in- spect to injury" or "property stallation, servicing damage" arising or repair opera - GA 210 02 07 Page 10 o Packet Pg. 591 16.F.2.a tions, except such sidewalk vaults, street operations per- banners, or decorations formed at the ven- and similar exposures; dor's premises in or connection with the sale of the 2) The construction, erec- product; tion, or removal of ele- vators; or g) Products which, after distribution or 3} The ownership, mainte- sale by you, have Hance, or use of any been labeled or elevators covered by relabeled or used this insurance. as a container, (3) Any insurance provided to an part or ingredient additional insured designated of any other thing under Paragraph 8.a.(2) Sub - or substance by or paragraphs (a), (b) and (d) does for the vendor. not apply to "bodily injury", 2) This insurance does not "property damage" or "personal apply to any insured and advertising injury" arising person or organization: out of the sole negligence or willful misconduct of the addi- a) From whom you tional insured or their agents, have acquired "employees" or any other repre- such products, or sentative of the additional in - any ingredient, sured. part or container, entering into, ac- b. SECTION IV - COMMERCIAL GEN- companying or ERAL LIABILITY CONDITIONS is containing such hereby amended as follows: products; or Condition 5. Other Insurance is b) When liability in- amended to include: cluded within the (1) Where required by a written 11 products- contract or agreement, this in - completed opera- surance is primary and / or non- tions hazard" has contributory as respects any been excluded un- other insurance policy issued to der this Coverage the additional insured, and such Part with respect to other insurance policy shall be such products. excess and / or noncontributing, (d) Any state or political subdi- whichever applies, with this in - vision with which you have surance. agreed per Paragraph (2) Any insurance provided by this 8.a.(1) above to provide in- endorsement shall be primary to surance, subject to the fol- other insurance available to the lowing additional provision: additional insured except: This insurance applies only (a) As otherwise provided in with respect to the following SECTION IV - COMMER- hazards for which the state CIAL GENERAL LIABILITY or political subdivision has CONDITIONS, 5. Other In - issued a permit in connec- surance, b. Excess Insur- tion with premises you own, ance; or rent or control and to which this insurance applies: (b) For any other valid and col- lectible insurance available 1) The existence, mainte- to the additional insured as nance, repair, construc- an additional insured by at- tion, erection, or re- tachment of an endorse- moval of advertising ment to another insurance signs, awnings, cano- policy that is written on an pies, cellar entrances, excess basis. In such case, coal holes, driveways, the coverage provided un- manholes, marquees, der this endorsement shall hoist away openings, also be excess. GA 210 02 07 P Packet Pg. 592 16.F.2.a 9. Property Damage to Borrowed Equip- ment a. The following is hereby added to Ex- clusion i. Damage to Property of Paragraph 2., Exclusions of SEC- TION I - COVERAGES, COVERAGE A. BODILY INJURY AND PROP- ERTY DAMAGE LIABILITY. Paragraphs (3) and (4) of this exclu- sion do not apply to tools or equip- ment loaned to you, provided they are not being used to perform opera- tions at the time of loss. b. With respect to the insurance pro- vided by this section of the endorse- ment, the following additional provi- sions apply: (1) The Limits of Insurance shown in the Declarations are replaced by the limits designated in Section B. Limits of Insurance, 9. Property Damage to Borrowed Equipment of this endorsement with respect to coverage pro- vided by this endorsement. These limits are inclusive of and not in addition to the limits being replaced. The Limits of Insur- ance shown in Section B. Limits of Insurance, 9. Property Dam- age to Borrowed Equipment of this endorsement fix the most we will pay in any one 'occurrence" regardless of the number of: (a) Insureds; (b) Claims made or "suits" brought; or (c) Persons or organizations making claims or bring "suits". (2) Deductible Clause (a) Our obligation to pay dam- ages on your behalf applies only to the amount of dam- ages for each 'occurrence" which are in excess of the deductible amount stated in Section B. Limits of Insur- ance, 9. Property Damage to Borrowed Equipment of this endorsement. The lim- its of insurance will not be reduced by the application of such deductible amount. (b) SECTION IV - COMMER- CIAL GENERAL LIABILITY CONDITIONS, 2. Duties in the Event of Occurrence, Offence, Claim or Suit, ap- plies to each claim or "suit" irrespective of the amount. (c) We may pay any part or all of the deductible amount to effect settlement of any claim or "suit" and, upon no- tification of the action taken, you shall promptly reim- burse us for such part of the deductible amount as has been paid by us. 10. Employees as Insureds - Specified Health Care Services It is hereby agreed that Paragraph 2.a.(1)(d) of SECTION II - WHO IS AN INSURED, does not apply to your "em- ployees" who provide professional health care services on your behalf as duly li- censed: a. Nurses; b. Emergency Medical Technicians; or c. Paramedics, in the jurisdiction where an "occurrence" or offense to which this insurance applies takes place. 11. Broadened Notice of Occurrence Paragraph a. of SECTION IV - COM- MERCIAL GENERAL LIABILITY CONDI- TIONS, 2. Duties in the Event of Occur- rence, Offence, Claim or Suit is hereby deleted and replaced by the following: a. You must see to it that we are notified as soon as practicable of an "occur- rence" or an offense which may re- sult in a claim. To the extent possi- ble, notice should include: (1) How, when and where the "oc- currence" or offense took place,- (2) The names and addresses of any injured persons and wit- nesses, -and (3) The nature and location of any injury or damage arising out of the "occurrence" or offense. This requirement applies only when the "occurrence" or offense is known to an "authorized representative". GA 210 02 07 Page 12 Packet Pg. 593 16.F.2.b FIXED FEE PROFESSIONAL SERVICE AGREEMENT # 23-8129 for "MANAGEMENT SERVICES FOR PELICAN BAY SERVICES DIVISION" THIS AGREEMENT, made and entered into on this day of 2023 , by and between DORRILL MANAGEMENT GROUP INC. , authorized to do business in the State of Florida, whose business address is 5672 Strand Court, Suite 1, Naples FL 34110 ,(the "Contractor") and Collier County, a political subdivision of the State of Florida, (the "County"): 2 3 WITNESSETH: The Agreement shall be for a three ( 3 ) year period, commencing 0 open ; or X on October 1, 2023 ,and terminating on three ( 3 ) year(s) from that date or until all outstanding Purchase Order(s) issued prior to the expiration of the Agreement period have been completed or terminated. The County may, at its discretion and with the consent of the Contractor, renew the Agreement under all of the terms and conditions contained in this Agreement for two ( 2 ) additional one ( 1 ) year(s) periods. The County shall give the Contractor written notice of the County's intention to renew the Agreement term prior to the end of the Agreement term then in effect. The County Manager, or his designee, may, at his discretion, extend the Agreement under all of the terms and conditions contained in this Agreement for up to one hundred and eighty (180) days. The County Manager, or his designee, shall give the Contractor written notice of the County's intention to extend the Agreement term prior to the end of the Agreement term then in effect. COMMENCEMENT OF SERVICES. The Contractor shall commence the work upon issuance of a 0 Purchase Order ❑ Neflee te RFe6eed ❑ Me er. STATEMENT OF WORK. The Contractor shall with the terms and conditions of >■❑ Request for Bid (ITS) ❑ OtheF # 23-8129 , including all Attachment(s), E: Contractor's proposal referred to herein and Agreement. provide services in accordance Proposal (RFP) ❑ lRyltatien to hibit(s) and Addenda and the made an integral part of this ❑■ The Contractor shall also provide services in accordance with Exhibit A — Scope of Services attached hereto. Page 1 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 , Packet Pg. 594 16.F.2.b 3.1 This Agreement contains the entire understanding between the parties and any modifications to this Agreement shall be mutually agreed upon in writing by the Parties, in compliance with the County's Procurement Ordinance, as amended, and Procurement Procedures in effect at the time such services are authorized. 3.2 The execution of this Agreement shall not be a commitment to the Contractor to order any minimum or maximum amount. The County shall order items/services as required but makes no guarantee as to the quantity, number, type or distribution of items/services that will be ordered or required by this Agreement. 4. THE AGREEMENT SUM. The County shall pay the Contractor for the performance of this Agreement based on Exhibit 13- Fee Schedule, attached hereto and the price methodology as defined in Section 4.1. Payment will be made upon receipt of a proper invoice and upon approval by the County's Contract Administrative Agent/Project Manager, and in compliance with Chapter 218, Fla. Stats., otherwise known as the "Local Government Prompt Payment Act". 4.1 Price Methodology (as selected below): ■❑ Lump Sum (Fixed Price): A firm fixed total price offering for a project; the risks are transferred from the County to the contractor; and, as a business practice there are no hourly or material invoices presented, rather, the contractor must perform to the satisfaction of the County's project manager before payment for the fixed price contract is authorized. 0 Time and Materials: The County agrees to pay the contractor for the amount of labor time spent by the contractor's employees and subcontractors to perform the work (number of hours times hourly rate), and for materials and equipment used in the project (cost of materials plus the contractor's markup). This methodology is generally used in projects in which it is not possible to accurately estimate the size of the project, or when it is expected that the project requirements would most likely change. As a general business practice, these contracts include back-up documentation of costs; invoices would include number of hours worked and billing rate by position (and not company (or subcontractor) timekeeping or payroll records), material or equipment invoices, and other reimbursable documentation for the project. ❑ Unit riGe� The GO Rty aOF88 tO pay a {irnn total fixed price (inn_lusiye of all BeStS7 f 1 equipment, 4 eaFtenf I` l�ii*r S - =:RTSir'17'TZ...TA:S 'J.lftl_Mr.1 Page 2 of 15 Fixed Price Professional SeMee Agreement 2022_Ver.3 n Packet Pg. 595 16.F.2.b 4.3 Payments will be made for services furnished, delivered, and accepted, upon receipt and approval of invoices submitted on the date of services or within six (6) months after completion of the Agreement. Any untimely submission of invoices beyond the specified deadline period is subject to non-payment under the legal doctrine of "laches" as untimely submitted. Time shall be deemed of the essence with respect to the timely submission of invoices under this Agreement. 4.4 The County, or any duly authorized agents or representatives of the County, shall have the right to conduct an audit of Contractor's books and records to verify the accuracy of the Contractor's claim with respect to Contractor's costs associated with any Payment Application, Change Order, or Work Directive Change. 4.5 0■ Travel and Reimbursable Expenses: Travel and Reimbursable Expenses must be approved in advance in writing by the County. Travel expenses shall be reimbursed as per Section 112.061 Fla. Stats, Reimbursements shall be at the following rates: Mileage $0.44.5 per mile Breakfast $6.00 Lunch $11.00 Dinner $19.00 Airfare Actual ticket cost limited to tourist or coach class fare Rental car Actual rental cost limited to compact or standard -size vehicles Lodging Actual cost of lodging at single occupancy rate with a cap of no more than $150.00 per night Parking Actual cost of parking Taxi or Airport Limousine Actual cost of either taxi or airport limousine Reimbursable items other than travel expenses shall be limited to the following: telephone long-distance charges, fax charges, photocopying charges and postage. Reimbursable items will be paid only after Contractor has provided all receipts. Contractor shall be responsible for all other costs and expenses associated with activities and solicitations undertaken pursuant to this Agreement. 5. SALES TAX. Contractor shall pay all sales, consumer, use and other similar taxes associated with the Work or portions thereof, which are applicable during the performance of the Work. Collier County, Florida as a political subdivision of the State of Florida, is exempt from the payment of Florida sales tax to its vendors under Chapter 212, Florida Statutes, Certificate of Exemption # 85-8015966531 C. Page 3 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 Packet Pg. 596 16.F.2.b X NOTICES. All notices from the County to the Contractor shall be deemed duly served if mailed or emailed to the Contractor at the following: Company Name: _Dorrili Management Group, Inc. Address: 5672 Strand Court, Suite 1 Naples, Florida 34110 _ Authorized Agent: Neil Dorrill, President Attention Name & Title: Telephone: (239) 592-9115 E-Mail(s): neil@dmgfl.com All Notices from the Contractor to the County shall be deemed duly served if mailed or emailed to the County to: Board of County Commissioners for Collier County, Florida Division Name: Pelican Bay Services Division Division Director: Dan Rodriguez, Deputy County Manager Address: 3299 Tamiami Trail E, Building F, Suite 202 Naples, Florida 34113 Administrative Agent/PM: Dawn Brewer, Operations Support Specialist II Telephone: (239) 252-1355 E-Mail(s): Dawn.Brewer@colliercountyfl.gov The Contractor and the County may change the above mailing address at any time upon giving the other party written notification. All notices under this Agreement must be in writing. 7. NO PARTNERSHIP. Nothing herein contained shall create or be construed as creating a partnership between the County and the Contractor or to constitute the Contractor as an agent of the County. 8. PERMITS: LICENSES: TAXES. In compliance with Section 218.80, F.S., all permits necessary for the prosecution of the Work shall be obtained by the Contractor. The County will not be obligated to pay for any permits obtained by Subcontractors. Payment for all such permits issued by the County shall be processed internally by the County. All non -County permits necessary for the prosecution of the Work shall be procured and paid for by the Contractor. The Contractor shall also be solely responsible for payment of any and all taxes levied on the Contractor. In addition, the Contractor shall comply with all rules, regulations and laws of Collier County, the State of Florida, or the U. S. Government now in force or hereafter adopted. The Contractor agrees to comply with all laws governing the responsibility of an employer with respect to persons employed by the Contractor. Page 4 of 15 Fixed Price Professional Service Agreement 2022 Ver.3 a�j fl Packet Pg. 597 16.F.2.b 9. NO IMPROPER USE. The Contractor will not use, nor suffer or permit any person to use in any manner whatsoever, County facilities for any improper, immoral or offensive purpose, or for any purpose in violation of any federal, state, county or municipal ordinance, rule, order or regulation, or of any governmental rule or regulation now in effect or hereafter enacted or adopted. In the event of such violation by the Contractor or if the County or its authorized representative shall deem any conduct on the part of the Contractor to be objectionable or improper, the County shall have the right to suspend the Agreement of the Contractor. Should the Contractor fail to correct any such violation, conduct, or practice to the satisfaction of the County within twenty-four (24) hours after receiving notice of such violation, conduct, or practice, such suspension to continue until the violation is cured. The Contractor further agrees not to commence operation during the suspension period until the violation has been corrected to the satisfaction of the County. 10. TERMINATION. Should the Contractor be found to have failed to perform his services in a manner satisfactory to the County as per this Agreement, the County may terminate said Agreement for cause; further the County may terminate this Agreement for convenience with a thirty (30) day written notice. The County shall be the sole judge of non-performance. In the event that the County terminates this Agreement, Contractor's recovery against the County shall be limited to that portion of the Agreement Amount earned through the date of termination. The Contractor shall not be entitled to any other or further recovery against the County, including, but not limited to, any damages or any anticipated profit on portions of the services not performed. 11. NO DISCRIMINATION. The Contractor agrees that there shall be no discrimination as to race, sex, color, creed or national origin or any other class protected by federal or Florida law. 12. INSURANCE. The Contractor shall provide insurance as follows: A. ❑■ Commercial General Liability: Coverage shall have minimum limits of $1,000,000 Per Occurrence, $ 2,000,000 aggregate for Bodily Injury Liability and Property Damage Liability. The General Aggregate Limit shall be endorsed to apply per project. This shall include Premises and Operations; Independent Contractors; Products and Completed Operations and Contractual Liability. - MWINAM-1122M.- . -. • • C. ❑■ Workers' Compensation: Insurance covering all employees meeting Statutory Limits in compliance with the applicable state and federal laws. Page 5 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 kO Packet Pg. 598 16.F.2.b The coverage must include Employers' Liability with a minimum limit of $1,000,000 for each accident. D. ■❑ Professional Liability: Shall be maintained by the Contractor to ensure its legal liability for claims arising out of the performance of professional services under this Agreement. Contractor waives its right of recovery against County as to any claims under this insurance. Such insurance shall have limits of not less than $ 1,000,000 each claim and aggregate. & ❑Gyber G9veFa,-,.Q nh-pil have rrminim� im mnlimit f $ €, ❑ Ta�2!29■vrvy g z�rs-a n E)f $ per eGG �rr'CITFe'RGe. G, ❑ water-Gr-aft. Gevemge shall have minimum limits ef $ per nern�r,"rFF f'ienee r tJ Elf e-7 �� II 1'.'T- VIe�I'� TT- dOR Crime/Employee Dishonesty (other): Coverage shall have minimum limits of $ 100000 per occurrence. K❑ Special Requirements: Collier County Board of County Commissioners, OR, Board of County Commissioners in Collier County, OR, Collier County Government shall be listed as the Certificate Holder and included as an "Additional Insured" on the Insurance Certificate for Commercial General Liability where required. This insurance shall be primary and non-contributory with respect to any other insurance maintained by, or available for the benefit of, the Additional Insured and the Contractor's policy shall be endorsed accordingly. Current, valid insurance policies meeting the requirement herein identified shall be maintained by Contractor during the duration of this Agreement. The Contractor shall provide County with certificates of insurance meeting the required insurance provisions. Renewal certificates shall be sent to the County thirty (30) days prior to any expiration date. Coverage afforded under the policies will not be canceled or allowed to expire until the greater of: thirty (30) days prior written notice, or in accordance with policy provisions. Contractor shall also notify County, in a like manner, within twenty-four (24) hours after receipt, of any notices of expiration, cancellation, non -renewal or material change in coverage or limits received by Page 6 of 15 CAO Fixed Price Professional Service Agreement ZD22_Ver,3 Packet Pg. 599 16.F.2.b Contractor from its insurer, and nothing contained herein shall relieve Contractor of this requirement to provide notice. Contractor shall ensure that all subcontractors comply with the same insurance requirements that the Contractor is required to meet. 13. INDEMNIFICATION. To the maximum extent permitted by Florida law, the Contractor shall defend, indemnify and hold harmless Collier County, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, whether resulting from any claimed breach of this Agreement by Contractor, any statutory or regulatory violations, or from personal injury, property damage, direct or consequential damages, or economic loss, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the Contractor or anyone employed or utilized by the Contractor in the performance of this Agreement. This indemnification obligation shall not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be available to an indemnified party or person described in this paragraph. This section does not pertain to any incident arising from the sole negligence of Collier County. 13.1 The duty to defend under this Article 13 is independent and separate from the duty to indemnify, and the duty to defend exists regardless of any ultimate liability of the Contractor, County and any indemnified party. The duty to defend arises immediately upon presentation of a claim by any party and written notice of such claim being provided to Contractor. Contractor's obligation to indemnify and defend under this Article 13 will survive the expiration or earlier termination of this Agreement until it is determined by final judgment that an action against the County or an indemnified party for the matter indemnified hereunder is fully and finally barred by the applicable statute of limitations. 14. AGREEMENT ADMINISTRATION. This Agreement shall be administered on behalf of the County by the Pelican Bay Services Division 15. CONFLICT OF INTEREST. Contractor represents that it presently has no interest and shall acquire no interest, either direct or indirect, which would conflict in any manner with the performance of services required hereunder. Contractor further represents that no persons having any such interest shall be employed to perform those services. 16. COMPONENT PARTS OF THIS AGREEMENT. This Agreement consists of the following component parts, all of which are as fully a part of the Agreement as if herein set out verbatim: Contractor's Proposal, Insurance Certificate(s), 0 Exhibit A Scope of Services, Exhibit B Fee Schedule, ❑■ RFP/ ❑ 9-B/ ❑ --3 # 23-8129 , including Exhibits, Attachments and Addenda/Addendum, ❑ subsequent quotes, and ❑ 9t# Page 7 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 CAA Packet Pg. 600 16.F.2.b 17. APPLICABILITY. Sections corresponding to any checked box (■) will expressly apply to the terms of this Agreement. 18. SUBJECT TO APPROPRIATION. It is further understood and agreed by and between the parties herein that this Agreement is subject to appropriation by the Board of County Commissioners. 19. PROHIBITION OF GIFTS TO COUNTY EMPLOYEES. No organization or individual shall offer or give, either directly or indirectly, any favor, gift, loan, fee, service or other item of value to any County employee, as set forth in Chapter 112, Part III, Florida Statutes, Collier County Ethics Ordinance No. 2004-05, as amended, and County Administrative Procedure 5311. Violation of this provision may result in one or more of the following consequences: a. Prohibition by the individual, firm, and/or any employee of the firm from contact with County staff for a specified period of time; b. Prohibition by the individual and/or firm from doing business with the County for a specified period of time, including but not limited to: submitting bids, RFP, and/or quotes; and, c. immediate termination of any Agreement held by the individual and/or firm for cause. 20. COMPLIANCE WITH LAWS. By executing and entering into this Agreement, the Contractor is formally acknowledging without exception or stipulation. that it agrees to comply, at its own expense, with all federal, state and local laws, codes, statutes, ordinances, rules, regulations and requirements applicable to this Agreement, including but not limited to those dealing with the Immigration Reform and Control Act of 1986 as located at 8 U.S.C. 1324, et seq. and regulations relating thereto, as either may be amended, as well as the requirements set forth in Florida Statue, §448.095; taxation, workers' compensation, equal employment and safety including, but not limited to, the Trench Safety Act, Chapter 553, Florida Statutes, and the Florida Public Records Law Chapter 119, if applicable, including specifically those contractual requirements at F.S. § 119.0701(2)(a)-(b) as stated as follows: IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: Division of Communications, Government and Public Affairs 3299 Tamiami Trail East, Suite 102 Naples, FL 34112-5746 Telephone: (239) 252-8999 Email: PublicRecordRe_ques a colliercountyfi.gov The Contractor must specifically comply with the Florida Public Records Law to: Page 8 of 15 Fixed Price Professional Service Agreement 2022_Ver.3 P-,q o Packet Pg. 601 16.F.2.b 1. Keep and maintain public records required by the public agency to perform the service. 2. Upon request from the public agency's custodian of public records, provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law. 3. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the Contractor does not transfer the records to the public agency. 4. Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of the Contractor or keep and maintain public records required by the public agency to perform the service. If the Contractor transfers all public records to the public agency upon completion of the contract, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Contractor keeps and maintains public records upon completion of the contract, the Contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the public agency, upon request from the public agency's custodian of public records, in a format that is compatible with the information technology systems of the public agency, If Contractor observes that the Contract Documents are at variance therewith, it shall promptly notify the County in writing. Failure by the Contractor to comply with the laws referenced herein shall constitute a breach of this Agreement and the County shall have the discretion to unilaterally terminate this Agreement immediately. 21. OU-€44TI E--N!$ECD TO OTHER��E-I�RMJI�"�T�,'�CPJ�I�FI;✓S.Gounty err , terms and the rl_�'seretion of the su6ees +ful f entFaGtW 22. AGREEMENT TERMS. If any portion of this Agreement is held to be void, invalid, or otherwise unenforceable, in whole or in part, the remaining portion of this Agreement shall remain in effect. 23. ADDITIONAL ITEMSISERVICES. Additional items and/or services may be added to this Agreement in compliance with the Procurement Ordinance, as amended, and Procurement Procedures. 24. DISPUTE RESOLUTION. Prior to the initiation of any action or proceeding permitted by this Agreement to resolve disputes between the parties, the parties shall make a good faith effort to resolve any such disputes by negotiation. The negotiation shall be attended by representatives of Contractor with full decision -making authority and by Page 9 of 15 Fixed Price Professional Service Agrecinew 2022_Ver.3 CA Packet Pg. 602 16.F.2.b County's staff person who would make the presentation of any settlement reached during negotiations to County for approval. Failing resolution, and prior to the commencement of depositions in any litigation between the parties arising out of this Agreement, the parties shall attempt to resolve the dispute through Mediation before an agreed -upon Circuit Court Mediator certified by the State of Florida. The mediation shall be attended by representatives of Contractor with full decision -making authority and by County's staff person who would make the presentation of any settlement reached at mediation to County's board for approval. Should either party fail to submit to mediation as required hereunder, the other party may obtain a court order requiring mediation under section 44.102, Fla. Stat. 25. VENUE. Any suit or action brought by either party to this Agreement against the other party relating to or arising out of this Agreement must be brought in the appropriate federal or state courts in Collier County, Florida, which courts have sole and exclusive jurisdiction on all such matters. 26. ■n KEY PERSONNEL. The Contractor's personnel and management to be utilized for this project shall be knowledgeable in their areas of expertise. The County reserves the right to perform investigations as may be deemed necessary to ensure that competent persons will be utilized in the performance of the Agreement. The Contractor shall assign as many people as necessary to complete the services on a timely basis, and each person assigned shall be available for an amount of time adequate to meet the required service dates. The Contractor shall not change Key Personnel unless the following conditions are met: (1) Proposed replacements have substantially the same or better qualifications and/or experience. (2) that the County is notified in writing as far in advance as possible. The Contractor shall make commercially reasonable efforts to notify Collier County within seven (7) days of the change. The County retains final approval of proposed replacement personnel. F-1 AGREEMENT STAFF!—& The GentraGWIF'S personnel and management to be utilized fee this Agreement sh.all—be I.r.ew edged le in their r s of �p d C-R79 G'iI--QTei�7-Vr +� C1'['sl�: seFyi6es on a timely basis, ' awe -#erg- aet of firT 27. ❑N ORDER OF PRECEDENCE. In the event of any conflict between or among the terms of any of the Contract Documents, the terms of solicitation the Contractor's Proposal, and/or the County's Board approved Executive Summary, the Contract Documents shall take precedence. -1_ .. 31 NOW .. OW.. Page 10 of 15 a Fixed Price Professional Service Agreement 2022_Ver.3 CA( Packet Pg. 603 16.F.2.b +mpeeing the FneFe-stri Ge . 28. ASSIGNMENT. Contractor shall not assign this Agreement or any part thereof, without the prior consent in writing of the County. Any attempt to assign or otherwise transfer this Agreement, or any part herein, without the County's consent, shall be void. If Contractor does, with approval, assign this Agreement or any part thereof, it shall require that its assignee be bound to it and to assume toward Contractor all of the obligations and responsibilities that Contractor has assumed toward the County. 29. SECURITY. The Contractor is required to comply with County Ordinance 2004-52, as amended. Background checks are valid for five (5) years and the Contractor shall be responsible for all associated costs. If required, Contractor shall be responsible for the costs of providing background checks by the Collier County Facilities Management Division for all employees that shall provide services to the County under this Agreement. This may include, but not be limited to, checking federal, state and local law enforcement records, including a state and FBI fingerprint check, credit reports, education, residence and employment verifications and other related records. Contractor shall be required to maintain records on each employee and make them available to the County for at least four (4) years. All of Contractor's employees and subcontractors must wear Collier County Government Identification badges at all times while performing services on County facilities and properties. Contractor 1D badges are valid for one (1) year from the date of issuance and can be renewed each year at no cost to the Contractor during the time period in which their background check is valid, as discussed below. All technicians shall have on their shirts the name of the contractor's business. The Contractor shall immediately notify the Collier County Facilities Management Division via e-mail (DL-FMOPS@coliiergov.net) whenever an employee assigned to Collier County separates from their employment. This notification is critical to ensure the continued security of Collier County facilities and systems. Failure to notify within four (4) hours of separation may result in a deduction of $500 per incident. (Intentionally left blank -signature page to follow) Page 11 of 15 Fixed Price Professional Semite Agreement 2022_Ver.3 t� Packet Pg. 604 1 6.F.2.b IN WITNESS WHEREOF, the parties hereto, by an authorized person or agent, have executed this Agreement on the date and year first written above. ATTEST: Crystal K. Kinzel, Clerk of the Circuit Court and Comptroller Dated: (SEAL) Contractor's Witnesses: on tor's First ;Witness Pr� ' w i Type/ Hess nameT Contractor's SecondWitness ' i Typelpnn witness nameT Approved as to Form and Legality: County Attorney Print Name BOARD OF COUNTY COMMISSIONERS COLLIER COUNTY, FLORIDA Rick LoCastro , Chair DORRILL MANAGEMENT GROUP, INC. Contractor in Page 12 of 15 I0 eff signature and titleT Fixed Price Professional Smice Agreement 2022_ver.3 Packet Pg. 605 16.F.2.b Exhibit A Scope of Services 0 following this page (containing 3 pagels) ❑ this exhibit is not applicable Page 13 of 15 Fixed Price Pro fessionat Service Agreement 2022_Ver.3 Packet Pg. 606 16.F.2.b Request for Proposal (RFP) #23-8129 "MANAGEMENT SERVICES FOR PELICAN BAY SERVICES DIVISION" EXHIBIT A SCOPE OF SERVICES BACKGROUND The Community of Pelican Bay has been designated a dependent Municipal Services Taxing and Benefit Unit (MSTBU) district within Collier County and oversees the operations of the Pelican Bay Services Division as per Collier County Ordinance #2002-27 ("Ordinance"), as amended. The Community thus receives all services directly from Collier County and all special, non -County services and benefits from the Pelican Bay Services Division (PBSD). Pelican Bay property owners (both residential and commercial) tax and assess themselves each year to pay for the special PBSD services and amenities. These PBSD funds are collected by the County but are administered by the Administrator of the PBSD with County Commission approval. In as much as all funds administered by the Administrator are derived from Pelican Bay property owners, and all services, programs and projects are done to benefit these same property owners, it is the Administrator's primary job to manage these funds and the PBSD activities for the benefit of the Pelican Bay Community. per Ordinance, the PBSD Advisory Board exercises decision and control of the day-to-day operational affairs of the unit to the maximum extent allowed by law, unless and except when there is some overriding governmental reason to do otherwise. DETAILED SCOPE This Scope of Services addresses the duties and responsibilities of the Administrator of the PBSD, hereinafter call the "Administrator". The Adminstrator shall be legally considered an independent contractor, and neither the Administrator nor their employees shall, under any circumstances, be considered employees or agents of the County nor PBSD, and that the County and PBSD shall be at no time legally responsible for any negligence on the part of said Administrator, their employees or agents, resulting in either bodily or personal injury or property damage to any individual, firm, or corporation. The Administrator's personnel and management to be utilized for this project shall be knowledgeable in their areas of expertise. The County and PBSD Board reserves the right to perform investigations as may be deemed necessary to insure that competent persons will be utilized in the performance of the contract. The Administrator shall assign as many people as necessary to complete the services on a timely basis, and each person assigned shall be available for an amount of time adequate to meet the required service dates. The Administrator shall not change key personnel unless the following conditions are met: 1. Proposed replacements have substantially the same or better qualifications and/or experience. 2. The County is notified in writing as far in advance as possible. Administrator shall make commercially reasonable efforts to notify Collier County within seven (7) days of the change. The PBSD retains final approval of proposed replacement personnel. The Administrator's duties and responsibilities include the following: 1. It will be the Administrator's main responsibility to implement the policies of the PBSD, as directed by the PBSD Board. 2. The Administrator shall prepare the necessary organizational structure and interview and recommend personnel to be hired and employed by the County for the PBSD. The Administrator shall supervise the personnel employed by the PBSD in accordance with all Federal, State and County laws, rules and regulations where applicable. The Administrator shall request approval of the PBSD Board for any significant changes in size or makeup of the Page 1 of 3 EXHIBIT A - SCOPE OF SERVICES CA', Packet Pg. 607 16.F.2.b Request for Proposal (RFP) ##23-8129 "MANAGEMENT SERVICES FOR PELICAN BAY SERVICES DIVISION" organization. Currently, the Administrator has the following people reporting: one (1) Operations Manager; two (2) Project Managers; one (1) Operations Support Specialist II, one (1) Administrative Support Specialist II, one (1) Field Supervisor II, two (2) Field Supervisor I, and nineteen (19) field employees plus temporary labor force. 3. It will be the Administrator's job to coordinate activities of the PBSD as assigned in an effective, efficient and professional manner. The job requires an individual who has an ability to conceive, obtain approval for and implement programs or projects desired by the Pelican Bay Community as identified by the PBSD Board. 4. The Administrator shall be expected and prepared to make recommendations, on a regular basis, for programs to improve the Pelican Bay community. S. The Administrator may be asked by the PBSD Board to participate in certain meetings, discussions, project site visits, workshops and hearings, which pertain to the administration of the services being provided and report results to the Board. 6. The Administrator shall work with the Chairperson of the PBSD Board in the preparation of the Board's Agenda for the monthly Board Meeting and will participate in this monthly meeting. The Administrator will provide background information to support the agenda of the meetings according to PBSD protocols. The Administrator may also work with Committee Chairs in the preparation of agendas and participate in the Committee Meetings of the Budget Committee and all committees established by the PBSD Board. PBSD committees which have had regular meetings include: • Ad Hoc Strategic Planning Committee • Budget Committee • Clam Bay Committee • Landscape and Safety Committee • Water Management Committee https://www. colliercountyfl. govlgovernment/adyisory-boards-and-authorities/pelican-bay-services-division (The length of a typical committee meeting is approximately two (2) hours) 7. The Administrator may be called on to provide assistance to any or all other cornrnittees that are currently and may be created by PBSD Board. 8. The Administrator shall prepare and administer the PBSD budget in accordance with all state and county laws and regulations. The Administrator shall assist and cooperate with the Budget Committee in the preparation of the PBSD's Annual Budget in accordance with County rules and regulations where applicable. 9. The Administrator will have an understanding of Florida County government operations, good management principles and skills, as well as some knowledge in personnel relations, public relations, accounting and computer software operations. 10. The Administrator's performance may be critiqued by any PBSD Board Member at a regular monthly Board Meeting regarding performance and responsibilities. Board members may also meet privately with the Administrator to discuss the Administrator's performance. 11. The Administrator will respond to any requests for information or data from the County Manager's Office. 12. The Administrator shall devote such time as necessary to complete the duties and responsibilities assigned according to the scope of work of this RFP. The PBSD Board may require a minimum amount of time onsite to address specific concerns. The Administrator shall report in detail on a monthly basis the time spent during that period in Page 2 of 3 EXHIBIT A — SCOPE OF SERVICES Packet Pg. 608 16.F.2.b Request for Proposal (RFP) #23-8129 "MANAGEMENT SERVICES FOR PELICAN BAY SERVICES DIVISION" the performance of these duties to the PBSD Board. The PBSD currently provides on -site space for the Administrator in Pelican Bay; however, is not contractually required to do so. 13. At the Board's direction, the Administrator will: • Provide regular updates / reports on projects, community events, etc. • Respond to PBSD Board member inquiries in a timely manner as established in the PBSD protocols. 14. The Administrator may be called to provide additional services at the discretion of the PBSD Board, and/or County Manager, or designee, which will require the engagement of additional personnel such as a: Principal Account Manager, Account Manager, Accountant, Secretary/Clerical, and Project Manager. These additional services and categories of personnel will be billed at a pre -established hourly rate. Page 3 of 3 EXHIBIT A — SCOPE OF SERVICES CA© Packet Pg. 609 16.F.2.b Exhibit B Fee Schedule following this page (pages 1 through 1 ) Page 14 of 15 Fixed Price Professional Service Agreement 2022_Ver.7A� Packet Pg. 610 16.F.2.b Invitation to Bid (ITB) #23-8129 "MANAGEMENT SERVICES FOR PELICAN BAY SERVICES DIVISION" EXHBIT B FEE SCHEDULE Ease Fee• Contract sum payable at the rate of Nine Thousand Nine Hundred Fifty -Two Dollars ($9,952.00) per month ($358,272 for the initial term). It is anticipated that the Contractor will spend a minimum of 45 hours/per month as part of the above. Reimbursables: In accordance with Section 4.5 of the Agreement. Travel expense shall be reimbursed as per Section 112.061 Fla. Stats, Additional Services: SubjeettoBoanlApproval Rate Category Hourly Rate Sr Mgt/Deputy Dir/Field Mgt $1 10 Administrator $17 0 Page i of 1 EXHIBIT B. — FEE SCHEDULE Packet Pg. 611 16.F.2.b Other Exhibit/Attachment Description: ❑ following this page {pages through ❑■ this exhibit is not applicable Page 15 of 15 Fixed Price Professional Service Agreement 2022 Ver.3 t : -9 Packet Pg. 612 16.F.2.c ;r CorierC014*lty Procurement Services Division COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS REQUEST FOR PROPOSAL (RFP) FOR MANAGEMENT SERVICES FOR PELICAN BAY SERVICES DIVISION SOLICITATION NO.: 23-8129 BARBARA LANCE, PROCUREMENT STRATEGIST PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FLORIDA 34112 TELEPHONE: (239) 252-8998 Barbara.Lancekcolliercountyfl.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 maybe grounds for rejection of proposal, cancellation of any subsequent award, or any other legal remedies available to the Collier County Government. Packet Pg. 613 1 6.F.2.c SOLICITATION PUBLIC NOTICE REQUEST FOR PROPOSAL (RFP) NUMBER: 23-8129 PROJECT TITLE: MANAGEMENT SERVICES FOR PELICAN BAY SERVICES DIVISION PRE -PROPOSAL CONFERENCE: N/A DUE DATE: Thursday, May 11, 2023, at 3:00 PM EST PLACE OF RFP OPENING: PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FL 34112 All proposals shall be submitted online via the Collier County Procurement Services Division Online Bidding System: hLtps://www.bidsync.com/bidsync-cas INTRODUCTION As requested by the Pelican Bay Services 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. The successful firm will be responsible for the oversight and the day-to-day management services for the Pelican Bay Services Division. The current annual spend is approximately $106,000. BACKGROUND The Community of Pelican Bay has been designated a dependent Municipal Services Taxing and Benefit Unit (MSTBU) district within Collier County and oversees the operations of the Pelican Bay Services Division (PBSD) as per Collier County Ordinance #2002-27 ("Ordinance"), as amended, per Attachment "A". The Community thus receives all services directly from Collier County and all special, non -County services and benefits from the Pelican Bay Services Division (PBSD). Pelican Bay property owners (both residential and commercial) tax and assess themselves each year to pay for the special PBSD services and amenities. These PBSD funds are collected by the County but are administered by the Administrator of the Pelican Bay Services Division with County Commission approval. In as much as all funds administered by the Administrator are derived from Pelican Bay property owners, and all services, programs and projects are done to benefit these same property owners, it is the Administrator's primary job to manage these funds and the PBSD activities for the benefit of the Pelican Bay Community. Per Ordinance, the PBSD Board exercises decision and control of the day-to-day operational affairs of the unit to the maximum extent allowed by law, unless and except when there is some overriding governmental reason to do otherwise. TERM OF CONTRACT The contract term, if an award is made, is intended to be three (3) years with two (2) one (1) year renewal options. Surcharges will not be accepted in conjunction with this contract, and such charges should be incorporated into the pricing structure The County Manager, or designee, may, at his discretion, extend the Agreement under all of the terms and conditions contained in this Agreement for up to one hundred eighty (180) days. The County Manager, or designee, shall give the Contractor written notice of the County's intention to extend the Agreement term not less than ten (10) days prior to the end of the Agreement term then in effect. DETAILED SCOPE OF WORK The Contractor shall be legally considered an independent contractor, and neither the Contractor nor their employees shall, under any circumstances, be considered employees or agents of the County nor PBSD, and that the County and PBSD shall be at no time legally responsible for any negligence on the part of said Contractor, their employees or agents, resulting in either bodily or personal injury or property damage to any individual, firm, or corporation. d m Cn c d E m ca c c� ca 00 c ca a N to N c 0 M .r .2 0 V) a) N M N c d E t M Q 2 Packet Pg. 614 16.F.2.c The Contractor's personnel and management to be utilized for this project shall be knowledgeable in their areas of expertise. I ne County and Pelican Bay Services Division Board reserves the right to perform investigations as may be deemed necessary to insure that competent persons will be utilized in the performance of the contract. Selected firm shall assign as many people as necessary to complete the services on a timely basis, and each person assigned shall be available for an amount of time adequate to meet the required service dates. The firm shall not change key personnel unless the following conditions are met: 1. Proposed replacements have substantially the same or better qualifications and/or experience. 2. The County is notified in writing as far in advance as possible. Firm shall make commercially reasonable efforts to notify Collier County within seven (7) days of the change. The PBSD retains final approval of proposed replacement personnel. The Administrator's duties and responsibilities include the following: 1. It will be the Administrator's main responsibility to implement the policies of the PBSD, as directed by the Pelican Bay Services Division Board. 2. The Administrator shall prepare the necessary organizational structure and interview and recommend personnel to be hired and employed by the County for the PBSD. The Administrator shall supervise the personnel employed by the PBSD in N accordance with all Federal, State and County laws, rules and regulations where applicable. The Administrator shall 4) request approval of the PBSD Board for any significant changes in size or makeup of the organization. Currently, the Administrator has the following people reporting: one (1) Operations Manager; two (2) Project Managers; one (1) a) Cn Operations Support Specialist II, one (1) Administrative Support Specialist II, one (1) Field Supervisor II, two (2) Field Supervisor I, and nineteen (19) field employees plus temporary labor force. a) 3. It will be the Administrator's job to coordinate activities of the PBSD as assigned in an effective, efficient and professional 0 manner. The job requires an individual who has an ability to conceive, obtain approval for and implement programs or r- projects desired by the Pelican Bay Community as identified by the PBSD Board. �a 4. The Administrator shall be expected and prepared to make recommendations, on a regular basis, for programs to improve m the Pelican Bay community. 5. The Administrator may be asked by the PBSD Board to participate in certain meetings, discussions, project site visits, a workshops and hearings, which pertain to the administration of the services being provided and report results to the Board. to 6. The Administrator shall work with the Chairperson of the PBSD Board in the preparation of the Board's Agenda for the T- N N monthly Board Meeting and will participate in this monthly meeting. The Administrator will provide background information to support the agenda of the meetings according to PBSD protocols. o M The Administrator may also work with Committee Chairs in the preparation of agendas and participate in the Committee Meetings of the Budget Committee and all committees established by the PBSD Board. PBSD committees which have had c regular meetings include: Cn CD • Ad Hoc Strategic Planning Committee N T • Budget Committee 00 M • Clam Bay Committee N • Landscape and Safety Committee • Water Management Committee d E s htips://www. colliercouniyfl. gov/aovemment/advisorymboards-and-authorities/pelican-bay-services-division cc Q (The length of a typical committee meeting is approximately two (2) hours) 7. The Administrator may be called on to provide assistance to any or all other committees that are currently and may be created by PBSD Board. The Administrator shall prepare and administer the PBSD budget in accordance with all state and county laws and regulations. The Administrator shall assist and cooperate with the Budget Committee in the preparation of the PBSD's Annual Budget in accordance with County rules and regulations where applicable. 9. The Administrator will have an understanding of Florida County government operations, good management principles and skills, as well as some knowledge in personnel relations, public relations, accounting and computer software operations. 10. The Administrator's performance may be critiqued by any PBSD Board Member at a regular monthly Board Meeting in regard to performance and responsibilities. Board members may also meet privately with the Administrator to discuss the Packet Pg. 615 1 6.F.2.c Administrator's performance. 11. The Administrator will respond to any requests for information or data from the County Manager's Office. 12. The Administrator shall devote such time as necessary to complete the duties and responsibilities assigned according to the scope of work of this RFP. The PBSD Board may require a minimum amount of time onsite to address specific concerns. The Administrator shall report in detail on a monthly basis the time spent during that period in the performance of these duties to the PBSD Board. The PBSD currently provides on -site space for the Administrator in Pelican Bay, but is not contractually required to do so. 13. At the Board's direction, the Administrator will: Provide regular updates / reports on projects, community events, etc. Respond to PBSD Board member inquiries in a timely manner as established in the PBSD protocols. 14. The Administrator maybe called to provide additional services at the discretion of the PBSD Board, and/or County Manager, or designee, which will require the engagement of additional personnel such as a: Principal Account Manager, Account Manager, Accountant, Secretary/Clerical, and Project Manager. These additional services and categories of personnel will y be billed at a pre -established hourly rate. 4) REQUEST FOR PROPOSAL (RFP) PROCESS m 1.1 The Proposers will submit a qualifications proposal which will be scored based on the criteria in Evaluation Criteria for c Development of Shortlist, which will be the basis for short -listing firms. E a) The Proposers will need to meet the minimum requirements outlined herein in order for their proposal to be evaluated and 0 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 2 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 m Board of County Commissioners. 2 1.2 The COUNTY will use a Selection Committee in the Request for Proposal selection process. m a 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. N W 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. c 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. u 1.6 If, in the sole judgment of the COUNTY, a contract cannot be successfully negotiated with the top -ranked firm, negotiations co with that firm will be formally terminated and negotiations shall begin with the firm ranked second. If a contract cannot be N successfully negotiated with the firm ranked second, negotiations with that firm will be formally terminated and negotiations N shall begin with the third ranked firm, and so on. The COUNTY reserves the right to negotiate any element of the proposals M in the best interest of the COUNTY. N RESPONSE FORMAT AND EVALUATION CRITERIA FOR DEVELOPMENT OF SHORTLIST: c 1.7 For the development of a shortlist, this evaluation criterion will be utilized by the COUNTY' S Selection Committee to score U each proposal. Proposers are encouraged to keep their submittals concise and to include a minimum of marketing Q materials. Proposals must address the following criteria: Evaluation Criteria Maximum Points 1. Management Summary and Project Understanding 10 Points 2. Company Experience/Profile and References 25 Points 3. Ability to Perform Scope of Work 25 Points 4. Cost of Services to the County 10 Points 5. Company Challenges 10 Points 6. Location 10 Points 7. Local Vendor Preference 10 Points TOTAL POSSIBLE POINTS 100 Points 4 Packet Pg. 616 1 6.F.2.c Tie Breaker: In the event of a tie at final ranking, award shall be made to the proposer with the lower volume Or wor previously awarded. Volume of work shall be calculated based upon total dollars paid to the proposer in the twenty-four (24) months prior to the RFP submittal deadline. Payment information will be retrieved from the County's financial system of record. The tie breaking procedure is only applied in the final ranking step of the selection process and is invoked by the Procurement Services Division Director or designee. In the event a tie still exists, selection will be determined based on random selection by the Procurement Services Director before at least three (3) witnesses. Each criterion and methodology for scoring is further described below. ***Proposals must be assembled, at minimum, in the order of the Evaluation Criteria listed or your Proposal may be deemed non -responsive*** EVALUATION CRITERIA NO. 1: MANAGEMENT SUMMARY AND PROJECT UNDERSTANDING (10 Total Points Available) In a maximum of two (2) pages provide: • A cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of providing the services n stated herein; • Include the name(s), address, telephone number(s), FAX number(s) and email address(es) of the authorized contact erson s concerning proposal; r m • A brief overview of the company's mission, goals and objectives with respective to property management services; and, E • List any proposed subcontractors who may participate as a part of this scope of work. a� �a c EVALUATION CRITERIA NO. 2: COMPANY EXPERIENCE/PROFILE AND REFERENCES (25 Total Points Available) m • Provide information that documents your assigned administrator's qualifications to produce the scope of work c identified, including ability, skills, and financial strength, and number of years of experience in providing the services. Also describe the experience in working with a large and complex County or District Board. a - The County requests that the vendor submits no fewer than three (3) and no more than ten (10) completed reference N 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 N size, scope and complexity of this project using form provided in Form 5. Proposers may include two (2) additional pages c for each project to illustrate aspects of the completed project that provides the information to assess the experience of the ' M Proposer on relevant project work. 0 co EVALUATION CRITERIA NO. 3: ABILITY TO PERFORM SCOPE OF WORK (25 Total Points Available) CD N In this tab, provide a detailed description of: o • The business plan; include with the business plan or as an attachment, a copy of a report as an example of work product N for a similar account. This should be for one of the projects listed as a reference. • Address the components of the scope of work by outlining the major tasks and subtasks. aa) • Provide a detailed timeline for completion of the tasks on an annual basis. • Attach the assigned administrator's resume. M Q EVALUATION CRITERIA NO.4: COST OF SERVICES TO THE COUNTY (10 Total Points Available) In this tab, include the following but not limited to: • Provide the fixed annual guaranteed price that PBSD will be assessed for the entire scope of services in the solicitation: Annual Price Guarantee • Provide the minimum number of guaranteed services hours to perform the scope of work identified by the assigned administrator. Minimum Annual Guaranteed Hours Packet Pg. 617 1 6.F.2.c EVALUATION CRITERIA NO. 5: COMPANY CHALLENGES (10 Total Points Available) In this tab, include the following but not limited to: • Provide a 2-page summary explaining any prior management difficulty, explain what solutions were implemented and also include the results. EVALUATION CRITERIA NO. 6: LOCATION (10 Total Points Available) The professional team's approach to management and execution of work with respect to location of various key project team members will be evaluated under this criterion. The Proposer shall demonstrate from the project kick-off how they will establish the project location in order to manage day-to-day or on -site information collection and distribution between internal and external team members, and County staff, as well as other entities involved in the project. 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)*** d m Cn r c m E m a� �a c �a 00 c CU a co N W N Packet Pg. 618 (SOOIAJOS IUO aa6eueW Aee Ue011Od : 9�ZW) 6ullueb leUl=l 6U9-£Z :;uGwt43ePV C � W to i u 0 O O C� G 011 r C� 3 C H 00 00 0 x x ao w w a, 0 x A N � L 0 C7 U O w z cz O Q I 1 6.F.2.e I Pelican Bay Services Division Proposal for Management Services Dorrill Management Group May 2023 BCC Solicitation 2 3 - 81 2 9 Packet Pg. 620 16.F.2.e Dorrill Management Group May 9, 2022 Mr. Michael Fogg, Chairman Pelican Bay Services Advisory Board 801 Laurel Oak Dr. Suite 302 Naples, FL 34108 Re: Dorrill Management Group Response to RFP Thank you for the opportunity to continue as the Administrator of the Pelican Bay Services Division. Over the past 5 years significant progress and accomplishments have been achieved in Pelican Bay and include the following key results: • Talent Development Staffing improvements were made in management (Chad Coleman), Field Supervisor (Dave Greenfield and Darren Duprey), Project Management (Lisa Jacob and Karin Hermann) and Support Services (Rebecca Brewer). PBSD staff are recognized throughout the County Managers Agency for their ability, forward planning, and results. • Capital Investment Major capital projects were undertaken during the past 5 years totaling $11,169,897.63. Projects include Beach Renourishment, Clam Pass dredging, sidewalk replacement, lake bank restoration, and median landscaping. Most importantly all capital projects were completed within budget and on schedule. • Funding The Division received $5,000,000 in county funds to replace 7 miles of sidewalks. An additional $95,000/yr will be received annually for sidewalk maintenance and enhancements at Clam Bay, Collier County's first National Resource Protection Area. Over the next 5 years a total of $7,000,000 will be received, benefiting Pelican Bay. • Emergency Response Twice in the past 5 years Hurricanes Irma and Ian impacted Pelican Bay causing extensive damage. Planning and execution by your management team quickly restored services and recovered costs through insurance and FEMA claims. Naples most recognized master planned communities have the same management company, Dorrill Management Group. Founded in 1999, DMG is known for its knowledge, experience, problem -solving, and ability to exceed expectations in service delivery. Neil Dorrill will continue as the designated Administrator for this engagement. Mr. Dorrill established the Pelican Bay Services Division in 1990 and has an extensive background in local government and community management. Thank you for the privilege of having been your Administrator for the past 5 years. We look forward to continuing to make Pelican Bay Southwest Florida's top community. Sincefely. /`l�� i, f,/ W.11eil Dprrill, President 5672 Strand Court, Suite #1 - Naples, Florida 34110 • tel.239-592-9115 - fax 239-594-1422 I Packet Pg. 621 1 6.F.2.e 1. Management Summary and Ability to Implement Scope of Work 2 Company Experience and Capacity/ References 3. Ability to Perform 4. Cost of Services 5. Company Challenges 6. Location 7. Required Forms Packet Pg. 622 1 6.F.2.e r N w N R N O 0. O L a i C9 0 N r M N C O E t V R Q Packet Pg. 623 16.F.2.e Management Summary Dorrill Management Group (DMG) is a locally owned and Christian based community management company located in Naples, FL. Neil Dorrill has over 40 years of award - winning experience working directly with its clients to make their community a special place to call home. Managing Southwest Florida's top master planned communities by: • Absolute attention to detail and forward planning • Outstanding personal attention • Superior knowledge, experience, and creative problem solving • Minimizing mistakes Authorized Contact person: W. Neil Dorrill, President Business Phone: 239-592-9115 ext. 203 By: DMG is Naples only Community Management firm experienced in all community types. Our clients and recent experience include the following: CDD'S • Pelican Marsh/Tiburon • Lely Resort • Heritage Greens • Paseo • Key Marco Dependent Districts • As County Manager, I was responsible for over 50 dependent districts (including the creation of Pelican Bay MSTBU in 1990) Current PBSD Administrator Packet Pg. 624 1 6.F.2.e Master HOA's • Classics Plantation • Villages of Monterey • Eden at the Strand • Marsala at Tiburon Condominiums • Cypress Cove at the Strand • Naples Motor Condos • My Other Place Car Condominiums Commercial Property Associations • The Strand Commercial Association • The Strand Professional Park Association Promect Understandinq Mr. Dorrill as County Manager created the Pelican Bay Services Division in 1990 and most recently has served as the contract Administrator for the past 15 years from June 23, 2009, to present. Packet Pg. 625 1 6.F.2.e om co T N to N N O 0. O L IL CV G N T M N C GN E t u m r r Q Packet Pg. 626 1 6.F.2.e Company Experience & Capacity Contract Team The proposed contract team and responsibilities as desired by the client include the following with a brief description of their duties. Division Administrator: W. Neil Dorrill The Division Administrator serves as the main contract administrator of the division under contract to the Board of County Communities. Mr. Dorrill has a 40- year background in Public Administration and is the former County Manager and created the PBSD in 1992. The Administrator is organizationally responsible to the County Manager. • Master Degree in Public Administration, University of Alabama, Tuscaloosa, Alabama • Bachelor Science, Political Science, Florida Southern College, Lakeland Florida The Administrator will oversee and implement all services, progress and projects under the delegated authority of the Pelican Bay Services Division Advisory Board and to implement its policies and be present at board meetings. Further, the administrator will supervise all employees and direct the annual work plan. Senior Manager: Christopher Dorrill * When assigned by the client Christopher Dorrill, Senior Director, is available to service as an additional value-added team member working with the Division Administrator involving budget preparation, debt analysis and monthly review of financial statements. • Bachelor of Arts, Business/Marketing, Berry College • Marketing/Enrollment Director, First Baptist Academy Senior Manager/Deputy Director: Kevin Carter * When assigned by the client the field manager will be designated to assist in lieu of more expensive engineering consultive charges. Activities will not conflict with those of the Pelican Bay Operations Manager but will be assigned for specific capital projects as necessary as an extension of the staff. • Bachelor Science in Business Management/ Journalism, University of Memphis, Memphis, Tennessee Packet Pg. 627 1 6.F.2.e • Previous Business owner, International logistics company • Dorrill Management Croup experience, 10 years * These positions are separate by the client Company Profile The Division Administrator and staff will be available from our local office in North Naples for all management purposes. In addition, it is anticipated that the Administrator be on -site or available remotely and coordinate key activities and meetings with staff or Board Members from the Naples office located at 5672 Strand Ct. (approximately ten minutes from Pelican Bay). Mr. Dorrill will also be available to coordinate or receive direction from the County Manager, Deputy County Manager, or designee. National/State/Awards/Recognition • Member White House Intergovernmental Affairs Council - National Association of Counties • White House/National Nurseryman's Association Urban Landscape Award- Parkshore, U.S. 41 medians Phase 1. • Ford Foundation/Harvard University National Innovations in State and Local Government Award. • Governor's Inaugural Award for Environmental Growth Management. • Florida Southern College Distinguished Career Achievement (Political Science) Packet Pg. 628 16.F.2.e Customer References Jim Hoppenstedt, President Pelican Bay Foundation Naples, FL Email: iimh aC�oelicanbay.org Community Management Services Ed Walsh, Chairman Pelican Marsh Community Development District Naples, Florida Email: walshef@aol.com Community Management Services Bill Lee, Chairman Lely Resort Community Development District Naples, Florida Email: Billlee2()msn.com Community Management Services Packet Pg. 629 1 6.F.2.e r N w N R N O 0. O L a i C9 0 N r M N C O E t V R Q Packet Pg. 630 1 6.F.2.e Ability to Perform Scope of Work The following key result areas are an indication of the major tasks, history, and knowledcge of the Advisory Board's priorities for FY 2023. The following summary of the ability of the company are for the period of 2018 — Present: Water Management • Surface Water Management Permit • Lake Bank Restoration • Underground Inspection & Videotaping • Beach Dune Swale Q Packet Pg. 631 1 6.F.2.e Street lightirly • Engineering Analysis and LED/Conversion Irrigation Modernization/ Enhancement Packet Pg. 632 1 6.F.2.e Clam Pass Permitting/Monitoring • Dredging • Beach Renourishment • Emergency Dune Restoration Landscape and Safety • Median Renovations • Sharrow Striping • US-41 Berm • Sidewalk Phase I and II Packet Pg. 633 1 6.F.2.e FEMA Recovery Est. • FEMA Reimbursement Worksheet Administration • Community Signage and Street light Repair • Irrigation/Aeration/Tide Gauge Monitors • Drainage Debris Removal Capital Project Planning/Financing As County Manager Mr. Dorrill oversaw the County First Growth Management Plan and a capital improvement budget of 300 million dollars. In addition, Mr. Dorrill has experience in special district financing and debt structuring. DMG has been responsible for the debt structuring and administration for the following Special Districts in SW Florida: • Lely CDD 1991 Special Assessment Revenues Bonds $33,580,000 1999 Special Assessment Revenue Bonds $14,450,000 • Paseo CDD 2005 CAPITAL Improvement Revenue Bonds $21,000,000 2006 CAPITAL Improvement Revenue Bonds $20,260,000 • Pelican Marsh CDD 2005 Special Assessment Revenue Bonds $14,545,000 • Key Marco Special Assessment Revenue Bonds • PBSD Florida Commercial Paper Loan $10,000,000 Packet Pg. 634 1 6.F.2.e Annual Key Tasks • Coordinate and direct the preparation of all agendas to include minutes, agenda support materials and financial statements. • Review and develop an itemized budget under direction of the Budget Committee and County Manager in accordance with the budget policy and calendar adopted by the Board of County Commissioners. • To carry out the administration and services of Pelican Bay to include storm water management, landscape and street lighting and enhancements to Clam Bay, Beach Renourishment. • Attend meetings to include committee meetings as necessary. • To prepare and direct the annual work plan as approved by the Board. • To direct all capital projects and priorities as determined by the Board. • To implement and recommend supervision of PBSD workforce. • Report to the County Manager, Deputy County Manager, or designee for all required activities. Packet Pg. 635 1 6.F.2.e W= r N w N R N O 0. O L a i C9 0 N r M N C O E t V R Q Packet Pg. 636 1 6.F.2.e Cost of Services DMG proposes to provide the Administrator tasks/ responsibilities outlined in the scope of work as follows: Base fee: Contract sum payable at the rate of nine thousand nine hundred fifty-two ($9,952.00) per month ($358,272/term). It is anticipated that the Administrator will spend on average 45 hours/mo as part of the above. Reimbursables: As established at the prevailing or statutory rate Out of County travel Mileage 44.5 cents/ mile Air: Actual cost/ coach class Rental: Actual cost/ standard vehicle Photo copying, overnight delivery, long distance at actual cost w/o mark-up. Parking: Cost Additional Services: Subject to Board approval Sr Mgr/Deputy Dir/Field Mgt $110/hr Administrator $170/hr Packet Pg. 637 1 6.F.2.e r N w N R N O 0. O L a i C9 0 N r M N C O E t V R Q Packet Pg. 638 1 6.F.2.e Company Challenges Executive Summary: In accordance with the RFr and submitted separately is a detailed agreement developed by DMG to provide for a Comprehensive Services Agreement or CSA between the Lely Resort CDD and the Lely Resort Master Homeowners Association. This procuring concept involved a competition- based performance agreement to include a guaranteed maximum price, and a cost -benefit analysis for residents who live within the Lely Resort development but outside the boundaries of the Lely CDD. This agreement is the basis upon which all residents in the community receive equal community services that include storm water, security patrol, central irrigation, street lighting median and streetscape maintenance at the same rate. In addition, the agreement includes Collier County Government, Lutheran Life Care Communities and York Properties and the Collier County School Board. While the original methodology for the Community did not include all parcels within the development, the CSA provided an equitable distribution of benefit and equal payments per residential unit. History: When conceived in the early 1990's the Lely Resort DRI was an area of approximately 2,500 acres. The initial acreage associated with the Community Development District comprised 1,538 acres. Lands to the north were unplotted and had no active development plan given the large size and complexity of a master planned community. Stock Development acquired the unbuilt portions of the property approximately 10 years later and began master planning the northern areas as part of their initial plans. There was an arbitrary limit on the size of areas to be annexed that had been set by the Florida Legislative. Efforts to enlarge the acreage beyond the 250-acre limit were successful. As a result, and because the CDD owned and operated the central irrigation utility and maintained the master drainage system the Comprehensive Service Agreement was conceived by DMG to address the community build -out, methodology assigning benefits to each parcel and engineers report. Packet Pg. 639 1 6.F.2.e Results: By this time the bonded indebtedness had been paid and as a local unit of special purpose government authorized/ created by the Governor and Cabinet the District onterod into an interlocFal agreement with the not for profit mngtear;9 Home Owners Association to provide services to the northern areas that included water management, landscaping, drainage, street lighting, central irrigation, community patrol and administration. Fees are changed at the adopted rate with -in the District's annual budget resulting in a uniform assessment and billed quarterly. Adjustments are made quarterly for additional units and having received a final certificate of occupancy. The base formula is as follows: CSA Calculation Methodology: Total Lely CDD O&M Assessment $4,206,972 Less Special Assessment Roll Prep ($4,500) Less Property Appraiser Fees ($40,000) Less Tax Collector Fees ($53,000) Sub Total $4,109,472 Number of CDD Units 3,139 Number of CSA Units 1347 Total Units 4,486.72 Packet Pg. 640 1 6.F.2.e Tab 6 Cn E Im m IL co N to N N O 0. O L IL CV G N T M N C GN E t u m r r Q Packet Pg. 641 1 6.F.2.e 0 1 a The time and ability devoted to the needs of the PBSD both on -site, and remotely have been easlly managed during the: past 3 yoars. Tho Administrator submlts a monthly activity report. Currently DMG client communities are in Collier County. As a result, the Administrator is available in North Naples every day. DMG's office is approximately 6 miles from Pelican Bay and its principal meeting and operational facilities. In addition to attendance at all regular board and committee meetings as necessary the Administrator is on -site weekly, exclusive of annual leave or holidays for both scheduled and unscheduled meetings and inspections. Key staff also attend the monthly DMG staff meetings for purposes of coordination. Most importantly Mr. Dorrill has been on -site and at the County's Emergency Operations Center during emergencies, most recently Hurricanes Irma and Ian. Finally, Mr. Dorrill also attends various Community meetings as necessary and schedules including attendance at Men's Coffee, Foundation, Club at Pelican Bay and neighborhood associations throughout the yea Packet Pg. 642 1 6.F.2.e Tab 7 Cn E Im m IL co N to N N O 0. O L IL CV G N T M N C GN E t u m r r Q Packet Pg. 643 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. Vendor MUST be enrolled in the E-Verify - htips://www.e-verify.gov/ at the time of submission of the proposal/bid. Form 3: Immigration Affidavit Certification MUST be signed 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. Packet Pg. 644 1 6.F.2.e t o le-r County Procurement Services Division 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 this in proposal is in every respect fair and made in good faith, without collusion or fraud. The Vendor hereby declares the instructions, V purchase order terms and conditions, requirements, and specifications/scope of work of this solicitation have been fully examined and accepted. i� r 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 a� and Collier County, for the performance of all requirements to which this solicitation pertains. The Vendor states that the submitted M is based upon the documents listed by the above referenced solicitation. The Vendor agrees to comply with the requirements in M accordance with the terms, conditions and specifications denoted herein and according to the pricing submitted as a part of the Vendor's bids. M m c M U Further, the Vendor agrees that if awarded a contract for these goods and/or services, the Vendor will not be eligible to z compete, submit a proposal, be awarded, or perform as a sub -vendor for any future associated work that is a result of this a awarded contract. N IN WITNESS WHEREOF, WE have hereunto subscribed our names on this _�Tl_ day of Mew , 2023in the County of N in the State of P� Firm's Legal Name: Db r r sk� \anaaeruen l9Y`D�.t77 0 11 L Address: cJ%�7o-z �J'�ra► C� �. �ik%iV_ 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: 4-5V--1k Packet Pg. 645 1 6.F.2.e Form 2: Conflict of Interest Certification Affidavit The Vendor certifies that, to the best of its knowledge and belief, the past and current work on any Collier County project affiliated with this solicitation does not pose an organizational conflict as described by one of the three categories below: Biased gi ound i ules — The fnni has not set the "ground rules" for affiliated past or current Collier County project identified above (e.g., writing a procurement's statement of work, specifications, or performing systems engineering and technical direction for the procurement) which appears to skew the competition in favor of my firm. Impaired objectivity — The firm has not performed work on an affiliated past or current Collier County project identified above to evaluate proposals / past performance of itself or a competitor, which calls into question the contractor's ability to render impartial advice to the government. Unequal access to information — The firm has not had access to nonpublic information as part of its performance of a Collier County project identified above which may have provided the contractor (or an affiliate) with an unfair competitive advantage in current or future solicitations and contracts. In addition to this signed affidavit, the contractor / vendor must provide the following: 1. All documents produced as a result of the work completed in the past or currently being worked on for the above -mentioned project; and, 2. Indicate if the information produced was obtained as a matter of public record (in the "sunshine") or through non-public (not in the "sunshine") conversation (s), meeting(s), document(s) and/or other means. Failure to disclose all material or having an organizational conflict in one or more of the three categories above be identified, may result in the disqualification for future solicitations affiliated with the above referenced project(s). By the signature below, the firm (employees, officers and/or agents) certifies, and hereby discloses, that, to the best of their knowledge and belief, all relevant facts concerning past, present, or currently planned interest or activity (financial, contractual, organizational, or otherwise) which relates to the project identified above has been fully disclosed and does not pose an organizational conflict. Signature Name and Title State of H, County of Col It - W The foregoing instrument was acknowledged before me by means of iphysical presence or ❑ online notarization, this 2-nJ day of � (month), 2023 (year), by 1 d 1 'Dv (ri 11 (name of person acknowledging). JSignature of Notary Public) eNotary Public State of Florida f AHienn r_ e„�— i Pe sr onally Know1 OR Produced Identification Type of Identification Produced ame of Notary Public) d m Cn r m m ai ns c 0 ns m c a) IL co N W N N 0 0. 0 L IL CV G N M N c d E z Q Packet Pg. 646 1 6.F.2.e Additional Contact Information Send payments to: (required if different from Company name used as payee above) Contact name: Title: Address: City, State, ZIP Telephone: Email: Office servicing Collier County to place orders (required if different from above) Contact name: Title: Address: City, State, ZIP Telephone: Email: Packet Pg. 647 1 6.F.2.e Col pler County Procurement Services Division Form 3: Immigration Affidavit Certification This Affidavit is required and should be signed, by an authorized principal of the firm and submitted with formal solicitation submittals. Further, Vendors are required to be enrolled in the E-Verify program (https://www.e-verify.gov/), at the time of the submission of the Vendor's proposan-id. Acceptable evidence of your emollineul wnsisls of a wpy of the piopeily coinpleted E- Verify Company Profile page or a copy of the fully executed E-Verify Memorandum of Understanding for the company which will be produced at the time of the submission of the Vendor's proposal/bid or within five (S) day of the County's Notice of Recommend Award. FAILURE TO EXECUTE THIS AFFIDAVIT CERTIFICATION AND SUBMIT WITH VENDOR'S PROPOSAL/BID MAY DEEM THE VENDOR'S AS NON -RESPONSIVE. Collier County will not intentionally award County contracts to any Vendor who knowingly employs unauthorized alien workers, constituting a violation of the employment provision contained in 8 U.S.C. Section 1324 a(e) Section 274A(e) of the Immigration and Nationality Act ("INA"). Collier County may consider the employment by any Vendor of unauthorized aliens a violation of Section 274A (e) of the INA. Such Violation by the recipient of the Employment Provisions contained in Section 274A (e) of the INA shall be grounds for unilateral termination of the contract by Collier County. Vendor attests that they are fully compliant with all applicable immigration laws (specifically to the 1986 Immigration Act and subsequent Amendment(s), that it is aware of and in compliance with the requirements set forth in Florida Statutes §448.095, and agrees to comply with the provisions of the Memorandum of Understanding with E-Verify and to provide proof of enrollment in The Employment Eligibility Verification System (E-Verify), operated by the Department of Homeland Security in partnership with the Social Security Administration at the time of submission of the Vendor's proposalibid. r State of FL County of Col The foregoing instrument was acknowledged before me by means of /physical presence or ❑ online notarization, this Ud day of �A� (month), 2 ?_5 (year), by Ne i I Dori I I (name of person acknowledging). VCKG� 0-1 (Signature of Notary Public) Notary Public State of Fi r ( t9v p, i y� iiiidseimed e of Notary Public) l ersonally Known l OR Produced Identification "� expires 09ro1/2024 Type of Identification Produced Packet Pg. 648 1 6.F.2.e o ze-r County Procurement Services Division Form 4: Vendor Submittal — Local Vendor Preference Certification (Check Appropriate Boxes Below) State of Florida (Select County if Vendor is described as a Local Business) [y 61lier County ❑ Lee County Vendor affirms that it is a local business as defined by the Procurement Ordinance of the Collier County Board of County Commissioners and the Regulations Thereto. As defined in Section Fifteen of the Collier County Procurement Ordinance: Local business means the vendor has a current Business Tax Receipt issued by the Collier County Tax Collector prior to bid or 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 County from which the vendor's staff operates and performs business in an area zoned for the conduct of such business. A Post Office Box or a facility that receives mail, or a non -permanent structure such as a construction trailer, storage shed, or other non -permanent structure shall not be used for the purpose of establishing said physical address. In addition to the foregoing, a vendor shall not be considered a "local business" unless it contributes to the economic development and well-being of Collier County in a verifiable and measurable way. This may include, but not be limited to, the retention and expansion of employment opportunities, support and increase to the County's tax base, and residency of employees and principals of the business within Collier County. Vendors shall affirm in writing their compliance with the foregoing at the time of submitting their bid or proposal to be eligible for consideration as a "local business" under this section. A vendor who misrepresents the Local Preference status of its firm in a proposal or bid submitted to the County will lose the privilege to claim Local Preference status for a period of up to one year under this section. Vendor must complete the following information: Year Business Established in S/ 'Collier County or ❑ Lee County: till Number of Employees (Including Owner(s) or Corporate Officers): r Number of Employees Living in SKCollier County or ❑ Lee (Including Owner(s) or Corporate Officers): If requested by the County, Vendor will be required to provide documentation substantiating the information given in this certification. Failure to do so will result in vendor's submission being deemed not applicable. Sign and Date Certification: Under penalties ofperty1y, I certify that the information shown on this form is correct to my knowledge. Company Name: ► orMk\ i'�d1.�geW��/1� ro Address in Signature: Date:�J�`,aZ.� M. d n m m E O aM c m c a) IL co N to N O 0. 0 IL i C9 N M N c a) t Q Packet Pg. 649 1 6.F.2.e CO*1 -r County Procurement Services Division Form 5 Reference Questionnaire a SE ONE FORM FOR EACH REQUIRED REFERENCE} for: (Name Cop equest' Reference Information) f (Name rof Individuals Requesting Reference Information) Name: W 1 i 1 O�.vv1 I. e. e ? C�, h A t've—MAA1,ompany: y L-b Vv\ M V 1N 1t �t9 e V�4trQ A er\ r (Evaluator completing reference questionnaire) (Evaluator's Cothpany completing reference) �as�^Y'tC. 6i I I tee a@M6A,COM1~ ..zg3.fs0 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 firrn/individual again) and 1 representing that you were very unsatisfied (and would never hire the fmm/indivdival 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: LP- CP2 AMA6 GEyne C C mpletionDate: Project Budget: - VVL 1 1 v �111 Project Number of Days: Item Criteria Score Lmust be coin leted 1 Ability to manage the project costs (minimize change orders to scope). f c7. 2 Ability to maintain project schedule (complete on -time or early). t (' i{ 3 Quality of work. (, tr 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.) 1 7 Ability to verbally communicate and document information clearly and succinctly. Q 8 Abiltity to manage risks and unexpected project circumstances. 0 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. tv 10 Overall comfort level with hiring the company in the future (customer satisfaction). TOTAL SCORE OF ALL ITEMS too Packet Pg. 650 1 6.F.2.e Corar County Procurement Services Division Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: Reference Questionnaire for: �� l t ( t `� �t a e✓LLevL�' -lie (Name of Company Requesting Rf fere ce Inform i n) (Name of Individuals Requesting Reference Information) T Name: `-� e �1 PS �� e is �67- Company: Pam- of I '� (Evaluator completing reference uestionnaire) (Evaluator's Company completing reference) Email: \ M !✓' �%� �G2'2 `EAX� �� - `�� ^ 099 Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of Timis 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 I 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(indivdival 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:oq - gt 10\Ili 1i rt` Project Budget: to f A - Completion Date: J - Project Number of Days: 0U c' -r- OZ. t-12q,,-S 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. Q 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) 1 p t 7 Ability to verbally communicate and document information clearly and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. r t 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 0 10 Overall comfort level with hiring the company in the future (customer satisfaction). 0 TOTAL SCORE OF ALL ITEMS O � c � ��,1 �_ � c�5 t'/t✓Cc�( �"l� p_'t-.� t� 1 E't r.S��c`�"� �i' � ,t' ��1� V �� t c�� `t� yf2s (� � � � �l c <xvt. � � Jac>� c°':� s � � ✓I a.� t' S �+.. �1 � �2� �?.X' c�,�~t cu�� Packet Pg. 651 1 6.F.2.e Cofricr County Procuromont Sorvioos Division Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: (Name of Individuals Requesting Referend Information) Name: (Evaluator completing reference questionnaire) Company: ?eI ` e,14') A /' -A"T1+ &— b (Evaluator's Company completing reference) 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/indivdival 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: G k . Project Budget: s c t�t V1 itG i Completion Date: A 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. / v 8 Abiltity to manage risks and unexpected project circumstances. / D 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. , 1 10 Overall comfort level with hiring the company in the future (customer satisfaction). TOTAL SCORE OF ALL ITEMS Packet Pg. 652 1 6.F.2.e FORM 6 GRANT PROVISIONS AND ASSURANCES FORMS ARE PROVIDED IN SEPARATE PACKAGE AND MUST BE COMPLETED AND EXECUTED IN ITS ENTIRTY AND RETURNED WITH THE SUBMISSION OF THE BID/PROPOSAL. FAILURE TO DO SO MAY DEEM YOU NON- RESPONSIVE. Packet Pg. 653 1 6.F.2.e CONFIRM ALL REQUIRED LICENSES AND FORMS ARE COMPLETED AND EXECUTED IN ITS ENTIRTY AND RETURNED WITH THE SUBMISSION OF THE BID/PROPOSAL. FAILURE TO DO SO MAY DEEM YOU NON- RESPONSIVE. Packet Pg. 654 1 6.F.2.e Request for Taxpayer Give Form to the FormW_9 (Rev. October2018) Identification Number and Certification requester. Do not Department of the Treasury send to the IRS. Internal Revenue Service ► Go to www.irs.gov/FormW9 for instructions and the latest information. I Name (as shown on your Income tax return). Name Is required on this line; do not leave this line blank. Dorrill Management Group, Inc. 2 Business name/disregarded entity name, if different from above m �P 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the Y 4 Exemptions codes apply only to P ( PP Y Y following seven boxes, certain entities, not individuals; see cz Ina;h UGtluus of r page 3). o ❑ Individual/sole proprietor or ❑r C Corporation ❑ S Corporation ❑ Partnership ❑ Trustlestate c single -member LLC Exempt payee code (if any) T❑ Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ► `p r Note: Check the appropriate box in the line above for the tax classification of the single -member owner. Do not check Exemption from FATCA reporting {' rn LLC if the LLC is classified as a single -member LLC that is disregarded from the owner unless the owner of the LLC is coif an de (y) n o another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single -member LLC that is disregarded from the owner should check the appropriate box for the tax classification of its owner. o d ❑ Other (see instructions) ► fApp 1ie s to accounts mainfainod outside the U.S) to 5 Address (number, street, and apt. or suite no.) See instructions. Requester's name and address (optional) an 5672 Strand Court Suite 1 Collier County Government Center 3299 Tamiami Trail East s City, state, and ZIP code Naples, FL 34110 Naples, FL 34112 7 List account number(s) here (optional) Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid Social security number backup withholding. For individuals, this is generally your social security number (S. However, fora resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later. or Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and j Employer identification number Number To Give the Requester for guidelines on whose number to enter. F_T7 0©e��F�DOD 1� Certification Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. 1 am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. 1 am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part 11, later. sign Signature of Here I U.S. person ► Date ► General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9. Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number ([TIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following. • Form 1099-INT (interest earned or paid) • Form 1099-DIV (dividends, including those from stocks or mutual funds) • Form 1099-MISC (various types of income, prizes, awards, or gross proceeds) • Form 1099-B (stock or mutual fund sales and certain other transactions by brokers) • Form 1099-S (proceeds from real estate transactions) • Form 1099-K (merchant card and third party network transactions) • Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition) • Form 1099-C (canceled debt) • Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later. Cat. No. 10231X Form W-9 (Rev. 10-2018) Packet Pg. 655 5/2/23, 3:44 PM Detail by Entity Name 16.F.2.e Via'/I,tt��; rrf Dcnartmont of 8totc / Divinion of Corp ,r i >ns / Scorch Records / Search to Entity Name / Detail by Entity Name Florida Profit Corporation DORRILL MANAGEMENT GROUP, INC. Filing Information Document Number P99000000523 FEI/EIN Number 65-0895384 Date Filed 01/05/1999 State FL Status ACTIVE Last Event NAME CHANGE AMENDMENT Event Date Filed 07/06/1999 Event Effective Date NONE Principal Address 5672 STRAND COURT SUITE 1 NAPLES, FL 34110 Changed: 03/10/2007 Mailing Address 5672 STRAND COURT SUITE 1 NAPLES, FL 34110 Changed: 03/10/2007 Registered Agent Name & Address SALVATORI & WOOD, PL 4001 TAMIAMI TRAIL NORTH SUITE 330 NAPLES, FL 34103 Name Changed: 03/24/2005 Address Changed: 03/24/2005 Officer/Director Detail Name & Address Title P Packet Pg. 656 httos://search.sunbiz.or(j/Inauirv/CornnrationSearch/SearchResultnetnil?innuirvtvne=FntitvNamaRrlirectic)nTvne=InitialRaearchNamanrrier=nORRII I 1 /3 5/2/23, 3:44 PM Detail by Entity Name 16.F.2.e DORRILL, WILLIAM N 5672 STRAND COURT, SUITE 1 NAPLES, FL 34110 Title TS DORRILL, SHARON S 5672 STRAND COURT, SUITE 1 NAPLES, FL 34110 Annual Reports Report Year Filed Date 2021 01 /28/2021 2022 03/10/2022 2023 01 /18/2023 Document Images 01/18/2023 --ANNUAL REPORT View image in PDF format 1 03/10/2022 --ANNUAL REPORT View image in PDF format _...._...........___.----------- _._I 01/28/2021 --ANNUAL REPORT View image in PDF format j 01/22/2020 —ANNUAL REPORT View image in PDF format 03/14/2019 --ANNUAL REPORT ---------------------------------------------------------------------- View image in PDF format 03/23/2018 --ANNUAL REPORT View image in PDF_format i _..__......_..__ .._.____...__.___.__...._....I 01/21/2017 --ANNUAL REPORT View image in PDF format 02/03/2016 --ANNUAL REPORT View image in PDF format 01/26/2015 —ANNUAL REPORT View image in PDF format 04/02/2014 --ANNUAL REPORT View image in PDF format 02/02/2013 --ANNUAL REPORT View image in PDF format ............._......._.._.__..---..-- 03/22/2012 --ANNUAL REPORT View image in PDF format 03/14/2011 --ANNUAL REPORT View image in PDF format i __-- _.__._..___._i 02/26/2010 —ANNUAL REPORT View image in PDF format 02/16/2009 --ANNUAL REPORT View image in PDF format 05/01/2008 --ANNUAL REPORT View image in PDF format I 03/10/2007 --ANNUAL REPORT View image in PDF format 03/09/2006 —ANNUAL REPORT View image in PDF format 03/24/2005 --ANNUAL REPORT View image in PDF format ------------------- 05/07/2004 --ANNUAL REPORT View image in PDF format 04/28/2003 --ANNUAL REPORT View image in PDF format 06/03/2002 --ANNUAL REPORT View image in PDF format 03/12/2001 --ANNUAL REPORT View image in PDF format 05/01/2000 —ANNUAL REPORT View image in PDF format ........ ._.... ........ ....._._._..__.__.__.__...... . _-________.._ 07/06/1999 -- Name Change View image in PDF format 01/05/1999 -- Domestic Profit View image in PDF format Packet Pg. 657 httos://search.sunbiz.ora/Inouirv/CorporationSearch/SearchResultDetail?inouirvtvr)e=FntitvName&directionTvne=lnitial&searchNamP0rder=nORR 11 1 2/3 Registration 1 6.F.2.e Physical Location: Address 1: 5672 Strand Ct, Suite 1 Address 2: Naples FL 34110 COLLIER Additional Information: Employer Identification Number: 65089538 Total Number of Employees: 1 to 4 Parent Organization: Administrator: How did you near about E-Verify? Other Marketing Channel: Mailing Address: Address 1: Address 2: City: State: Zip Code: OragUization f,, • Employer Category: None of these categories apply ♦04, :, 1, 1 �r`w • �. Hiring Sites: View 1 Edit Ell E-Verify Users: View / Edit I Last Name First Name i .l. Phone E-mail Dorrill William Neil (239) 592 - 9115 neil@dmgfi.com MOU Signatory Briant Leigh A (239) 592 - 91151eigh@dmgfi.com Powers James (239) 592 - 9115jim@dmgfi.com I certify that the information provided for this registration is correct. I am aware that Federal law provides for imprisonment and/or fines for knowing false statements or other fraudulent conduct in connection with this registration. I am aware that providing any false information may be grounds for terminating participation in E-Verify. Employer https://e-verify.uscis.gov/enroll/Registration.aspx?JS=YES Packet Pg. 658 1 6.F.2.e The individuals whose signatures appear below represent that they are authorized to enter into this MOU on behalf of the E-Verify Employer Agent and DHS respectively. if you have any questions, contact E-Verify at 1-888-464-4218. Approved y: Employer Dorrill Management Group, Inc. William Neil Dorrill Na (Please Type or Prim,, Title ElectrvmicaL4! Signed', Si ,nature Date Department of Homeland Security — Verification Division USCIS Verification Division Nate (Please Type Or . r int) Tide ElectrconicallStfuned •P £ 04/2011 Signature Date Information Required for the -Verify Program Information relating to your Company: a„Dinr,.any Name, gorriil %a e i agern nt GI -OUP, Mr— ComEany Facility Address: 672 StraidCt, Suite I Naples, Pt., 34110 Com Vat,tAlt iiiate Address: Page 13 of 15 ( E-Verify MOO for E-Verify Employer Agent( Revision Date 09/01/09 w.ds.ov/E-Verify Packet Pg. 659 1 6.F.2.e INSTR 5372208 OR 5366 PG 2706 RECORDED 2/28/2017 10:12 AM PAGES 10 DWIGHT E. BROCK, CLERK OF THE CIRCUIT COURT, COLLIER COUNTY FLORIDA REC $86.50 FIFTH AMENDMENT TO COMPREHENSIVE SERVICE AGREEMENT This Fifth Amendment to Comprehensive Service Agreement ("Fifth Amendment") is made and entered into on this 17th day of February 2017, by and between LELY COMMUNITY DEVELOPMENT DISTRICT, a community development district established and existing pursuant to Chapter 190, Florida Statutes ("District"), and LELY RESORT MASTER PROPERTY OWNERS ASSOCIATION, INC., a Florida not -for -profit corporation ("Master Association"), and STOCK DEVELOPMENT, LLC, the Developer and a Florida limited liability company. WITNESSETH THAT: For and in consideration of f NO/100 DOLLARS ($10.00) and other good and valuable consi rts>r, L �ufficiency of which is hereby acknowledged, the parties he tN Hereby declare an 0\4s follows: 1. Modification to ,€Sectio&gg2 . `Smiorr-: c) of\the\ Comprehensive Service Agreement, dated` D c I pOp deg (``\Agreement"), is hereby amended and resiate asf of s w tl fik t i ating deleted language and underlining indicfin lad ed, n u g (c) District vision of Services. The Distr entrees to provide of .. 1— 1-:1 l� e same Public Ser s to tw iassics through the Master AS'soc IO n the same terms an ons as are provided to existing own the Dis .let ��-h Public Services shall include — irrigation water (subject to the provisions of Section -blow), maintenance of main entry landscaping features, lake maintenance (excluding fountain maintenance), street lighting, common area maintenance, community privacy patrol, and off -duty law enforcement patrol. Common area maintenance for the Classics shall include, without limitation, (i) maintaining the landscaping in the roundabout in front of the entrance to the Classics together with the landscaping surrounding the roundabout and (ii) maintaining the common area landscaping on Classics Boulevard leading up to the Classic's gatehouse. The Master Association hereby transfers and the District hereby accepts the landscaping; maintenance responsibilities of the common areas depicted in Exhibit A attached hereto, effective October 1.2017, and said landscaping maintenance responsibilities shall continue to be the responsibility of the District throughout the life of the Comprehensive Service Agreement. Commercial Tract 22 and Tract 54 in Lely Resort are excluded from the Agreement and are specifically excluded from the District's common area maintenance responsibilities. The Page 1 of 6 Packet Pg. 660 OR 5366 PG 2707 1 6.F.2.e - an MINEWAIR 2. Modification to Section 2(e). Section 2(e) of the Agreement is hereby amended and restated as follows (with the strikeout indicating deleted language and underlining indicated added language): (e) Annual Operation and Maintenance Fee. The Master Association shall pay to the District a per unit, annual operation and maintenance fee ("Annual O&M F '' ` a 3i t tia the annual District's fees for District units, fog `t e�%srog ��sServices to the Master Association witi e Classics, be m�a January 1, 2017 and continuine tl rou out the life of the 'tom' ehensive Services Fee for CSA uAits.shall h es1Ame &xaT� e o the calculation is attached ° reto/a� E ib tR$. "7�h' �n . a & shall apply to each unit in t e 6s ics ,u n� v h c a p En pa .stifucture has been constructe {( eiv eit€ to u y) and sold to an end -user (' ld Unit") and to ce in speoject units which have receiv `i1 a°ee�rtificate of occup sA& ibed in the Second and Third Arr � pt (a "Special Unify r'' mercial Tract 22 and ibute the r:� � �sre s�a�set:�::.�! s s. n ee:!�rr�re�se!rtaty� � � • essrzrr. WN 11010 • �.I.N. a Page 2 of 6 Packet Pg. 661 OR 5366 PG 2708 1 6.F.2.e -- 00-1- I UM ■ ■ 3. Lutheran Life ant t of�l` i c��rrru' e � illtheir respective separate g p P amendments to tement. yA 4. Conflict/Amendment m T' , terms of this Fifth l ip dment form a part of the Agreement and shall co r' takSyreizedei ce �dr any and all terms, provisions and conditions of the Agr vl c-1 fft'vary, contradict or otherwise be inconsistent with the terms and conZlitio Fi'ereof. All of the other terms, provisions and conditions of the Agreement, except as expressly amended and modified by this Fifth Amendment, shall remain unchanged and are hereby ratified and confirmed and shall remain in full force and effect. Counterparts/Facsimile. This Fifth Amendment may be executed simultaneously in one or more counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument. Signatures by facsimile transmission of this Fifth Amendment shall be acceptable and binding upon both parties. IN WITNESS WHEREOF, the parties hereto have executed this Fifth Amendment to the Agreement as of the day and year first above written. [Signature pages found on following pages.] Page 3 of 6 Packet Pg. 662 OR 5366 PG 2709 1 6.F.2.e ATTES By: Print Name: Its: L-AL— t-Ot'll7� l Approved j,��rgi and David B4,ant--- District Counsel v �Nl STATE OF FLORIDA COUNTY OF COLLIER\ ,\ Before me personal DISTRICT: LELY COMMUNITY DEV PM�ppENT DIS RI T B �G�GGf��+�v �-'�-• Print Name: William kee Its: Chairman and Authorized Representative Lee,'th ' l` ''ized Representative of Lely Community Development Dis ki�known fo-_*yNtsdnally or (__) identified to me by MA- as Che t &d sorrbed in and who, after being sworn and under oath by me, executed the foregoing instrument, and acknowledged to and before me that s/he executed said instrument for the purposes therein expressed. Witness my hand and official seal this ay of , 2017. Notary Pu (SEAL) d-)AJ id 'E • 1J /�� Print Name: My commission expires: Nolsry Pudic State of Flonds David E Bryant My Commissm FP 090432 p Expues0210820t8 Page 4 of 6 Packet Pg. 663 OR 5366 PG 2710 1 6.F.2.e Signed, sealed d de ever ur presence By: Print Name: Chad Kocses By: �Ce Print Name: S STATE OF FLORIDA,� V �-' COUNTY OF COLLIER ,' Before me pe c`l Pry r 0 '� (_known to me personally or THE MASTER ASSOCIATION: LELY RESORT MASTER PROPERTY OWNERS ASSOCIATION, INC., a Florida not - for -profit cor rat' By: Pri ame: Cdl ? ✓ Its: gre.a&e o U G-e-kckC appeared _ r , the me by Owners Association, Inc., as the person described in and who, after being sworn and under oath by me, executed the foregoing instrument, and acknowledged to and before me that s/he executed said instrument for the purposes therein expressed. Witness my hand and official seal this ��o day of 2017. STACEY LYNN ANDERSON Notary Public - Stale of Florida c' . • c My Comm. Expires Nov 18, 2017 Commission # FF 067180 Bonded Tluougt National Notary Assn. Notary Public `- Print Name: My commission expires: Page 5 of 6 Packet Pg. 664 OR 5366 PG 2711 1 6.F.2.e Signed, seal,5,dand Vd in our presence By: Pri ame: By:xx.�e�� Print Name: STATE OF Fl COUNTY OF Before me onalty C� l-,dStock (� identified to me by after being sworn and unZ�iif, acknowledged to and before me STOCK DEVELOPMENT: STOCK DEVELOP T LLC, a Florida limited li ili c any By: Print Name: Chad Kocses Its: r ;etc SQS the / nown to me personally or 4s �h ,person described in and who, tjzthe foregoing instrument, and instrument for the purposes therein expressed. Witness my hand and official seal this too day of "F-Qk ti- , 2017. (SEAL) I � y , •'Nv P' STACEY LYNN ANDERSON Notary Public State of Florida •_ My Comm. Expires Nov 18.2017 tl„?;' "J �� ,P• Commission # FF 067180 Bonded Through National Notary Assn Notary Public Print Name: My commission expires: Page 6 of 6 Packet Pg. 665 COLLIER COUNTY BUSINESS TAX BUSINESS TAX NUMBER: COLLIER COUNTY TAX COLLECTOR - 2800 N. HORSESHOE DRIVE - NAPLES FLORIDA 34104 - (239) 252-2477 VISIT OUR WEBSITE AT: www.colliertaxcollector.com THIS RECEIPT EXPIRES SEPTEMBER 30, 2023 LOCATION: 5672 STRAND BLVD STE #1 ZONED: COMM / PUD Y BUSINESS PHONE: 592-9115 LEGAL FORM STATE OR COUNTY LIC #: CAM 21510 O Corporation; CLASSIFICATION: PROPERTY MGMT/NO CONTRACTING ARE CLASSIFICATION CODE: 03605101 This document is a business tax only. This is not certification that licensee is qualified. �►� It does not permit the licensee to violate any existing regulatory zoning laws of the state, county, or cities nor does it exempt the licensee from any other taxes or permits that may be required by law. 16.F.2.e DISPLAY AT PLACE OF BUSINESS FOR PUBLIC INSPECTIC FAILURE TO DO SO IS CONTRARY TO LOCAL LAWS DORRILL MANAGEMENT GROUP, INC. DORRILL, WILLIAM N. 5672 STRAND BLVD STE #1 NAPLES, FL 34110 -THIS TAX IS NON -REFUNDABLE - DATE 08/15/202: AMOUNT 30.01 RECEIPT 501-23-00106381 �ioe �oove,"e . Packet Pg. 666 16. F.2.f Co ier County Procurement Services Division Notice of Recommended Award Solicitation: 23-8129 Title: Management Services for Pelican Bay Services Division Due Date and Time: May 11, 2023, at 3:00 PM EST Respondents: Company Name City County State Final Ranking Responsive/Responsible Dorrill Management Group, Inc. Naples Collier FL 1 Yes/Yes Utilized Local Vendor Preference: Yes = No 0 Recommended Vendor(s) For Award: On April 11, 2023, the Procurement Services Division issued Request for Proposal (RFP) No. 23-8129, Management Services for Pelican Bay Services Division, to forty-five thousand and one hundred twenty-eight (45,128) vendors. Fifty-two (52) vendors viewed the solicitation information, and one (1) proposal was received by the May 11, 2023, submission deadline. Dorrill Management Group, Inc. was deemed responsive and responsible. The Selection Committee convened on May 31, 2023, and after review of the proposal and deliberation, the Committee scored the proposal and ranked the firm as shown above. Staff is recommending award with the top ranked firm, Dorrill Management Group, Inc. Contract Driven = Purchase Order Driven 0 Required Signatures Project Manager: Dan Rodriguez Digitally dbyDa6:26-guez 1 g Date: 2023.06.13 14:26:26-04'00' Digitally signed by LanceBarbara Procurement Strategist: Lance6arbara Date:2023.06.1314:31:50-04-00' Procurement Services Director: HerreraSandra Daea2023n06.13y155927-00400' 06-13-2023 Sandra Herrera Date Packet Pg. 667