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Agenda 03/12/2024 Item #16E 3 (Agreement #18-7432-AR - Professional Services Library Architectural Study)03/12/2024 EXECUTIVE SUMMARY Recommendation to approve an Assumption Agreement assigning all rights, duties, benefits, and obligations from BSSW Architects, Inc. to Grace Hebert Curtis Architects, LLC, concerning Agreement No. 18-7432- AR “Professional Services Library Architectural Study, Planning and Design Category.” OBJECTIVE: For the continuation of professional architectural study, planning and design services to be used by County departments for projects for operations and capital project implementation. CONSIDERATIONS: On April 28, 2020 (Agenda Item No. 16.E.10), the Board awarded Agreement No. 18- 7432-AR, “Professional Services Library Architectural Study, Planning and Design Category,” (the “Agreement”) to BSSW Architects, Inc. (“BSSW”). On December 5, 2023, BSSW, as “Seller,” and Grace Hebert Curtis Architects, LLC (“GHC”), as “Purchaser,” entered into an Asset Purchase Agreement whereby GHC acquired substantially all of BSSW’s assets. GHC represents to the County that by virtue of the Purchase Agreement it is successor in interest in relation to the Agreement. GHC, a Louisiana Foreign Limited Liability Company, is registered to transact business in Florida and represents and warrants that it is now the successor in interest to the above Agreement entered into with the County. Staff obtained documentation of the acquisition, along with other necessary business documents from GHC, which have been reviewed and accepted by the County Attorney’s Office. Staff recommends approval of an Assumption Agreement with GHC, assigning all rights, duties, benefits, and obligations under the Agreements, including any amendments thereto, to GHC. FISCAL IMPACT: There is no fiscal impact. GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this Executive Summary. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for Board approval. -SRT RECOMMENDATION: To approve an Assumption Agreement assigning all rights, duties, benefits, and obligations from BSSW Architects, Inc. to Grace Hebert Curtis Architects, LLC, concerning Agreement No. 18- 7432-AR, and authorize the Chairman to sign the attached Assumption Agreement. Prepared by: Sandra Srnka, Director, Procurement Services Division ATTACHMENT(S) 1. 18-7432-AR AssumptionVS_GraceHerbert (PDF) 2. 18-7432-AR COI_GraceHerbert (PDF) 16.E.3 Packet Pg. 1132 03/12/2024 COLLIER COUNTY Board of County Commissioners Item Number: 16.E.3 Doc ID: 28073 Item Summary: Recommendation to approve an Assumption Agreement assigning all rights, duties, benefits, and obligations to Grace Herbert Curtis Architects, LLC, concerning Agreement No. 18-7432-AR “Professional Services Library Architectural Study, Planning and Design Category”. Meeting Date: 03/12/2024 Prepared by: Title: – Procurement Services Name: Priscilla Doria 02/14/2024 2:33 PM Submitted by: Title: Manager - Procurement – Procurement Services Name: Sandra Srnka 02/14/2024 2:33 PM Approved By: Review: Procurement Services Sandra Srnka Level 1 Purchasing Gatekeeper Completed 02/14/2024 4:09 PM Procurement Services Sandra Srnka Director Review Completed 02/14/2024 4:10 PM Grants Joanna Partyniewicz Level 2 Grants Review Completed 02/16/2024 11:13 AM County Attorney's Office Scott Teach Level 2 Attorney Review Completed 02/22/2024 4:16 PM Corporate Compliance and Continuous Improvement Megan Gaillard Additional Review Completed 02/23/2024 7:20 AM Corporate Business Operations Kenneth Kovensky Corporate Business Operations Review Completed 02/23/2024 11:34 AM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 02/23/2024 12:22 PM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 02/23/2024 2:37 PM Office of Management and Budget Blanca Aquino Luque OMB Reviewer Completed 02/27/2024 8:26 AM Grants Therese Stanley Other Reviewer Completed 03/01/2024 10:46 AM County Manager's Office Amy Patterson Level 4 County Manager Review Completed 03/05/2024 2:22 PM Board of County Commissioners Geoffrey Willig Meeting Pending 03/12/2024 9:00 AM 16.E.3 Packet Pg. 1133 16.E.3.aPacket Pg. 1134Attachment: 18-7432-AR AssumptionVS_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis 16.E.3.aPacket Pg. 1135Attachment: 18-7432-AR AssumptionVS_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis 16.E.3.a Packet Pg. 1136 Attachment: 18-7432-AR AssumptionVS_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis 16.E.3.aPacket Pg. 1137Attachment: 18-7432-AR AssumptionVS_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis 16.E.3.aPacket Pg. 1138Attachment: 18-7432-AR AssumptionVS_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis 16.E.3.aPacket Pg. 1139Attachment: 18-7432-AR AssumptionVS_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis 16.E.3.aPacket Pg. 1140Attachment: 18-7432-AR AssumptionVS_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis 16.E.3.aPacket Pg. 1141Attachment: 18-7432-AR AssumptionVS_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis 16.E.3.aPacket Pg. 1142Attachment: 18-7432-AR AssumptionVS_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis 16.E.3.aPacket Pg. 1143Attachment: 18-7432-AR AssumptionVS_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis 16.E.3.aPacket Pg. 1144Attachment: 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#18-7432-AR with Grace Hebert Curtis 16.E.3.aPacket Pg. 1151Attachment: 18-7432-AR AssumptionVS_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis 16.E.3.aPacket Pg. 1152Attachment: 18-7432-AR AssumptionVS_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis 16.E.3.aPacket Pg. 1153Attachment: 18-7432-AR AssumptionVS_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis 16.E.3.aPacket Pg. 1154Attachment: 18-7432-AR AssumptionVS_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis 16.E.3.aPacket Pg. 1155Attachment: 18-7432-AR AssumptionVS_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis 16.E.3.aPacket Pg. 1156Attachment: 18-7432-AR AssumptionVS_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis 16.E.3.aPacket Pg. 1157Attachment: 18-7432-AR 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AssumptionVS_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 2/2/2024 Cadence Insurance,A Gallagher Company 4041 Essen Lane,Suite 400 Baton Rouge LA 70809 Amanda Turnley 225-336-3200 225-336-4536 asinfo@bxsi.com License#:PC-1092395 Continental Casualty Company 20443 GRACHEB-01 American Casualty Company of Reading,PA 20427GraceHebertCurtisArchitects,LLC 501 Government Street,Suite 200 Baton Rouge LA 70802 XL Specialty Insurance Company 37885 Continental Insurance Company 35289 1549707138 A X 2,000,000 X 1,000,000 10,000 2,000,000 4,000,000 X 7013685278 9/6/2023 9/6/2024 4,000,000 D 1,000,000 X 7034719651 9/6/2023 9/6/2024 A X X 5,000,00070136806809/6/2023 9/6/2024 5,000,000 X 10,000 B X N 7034719679 9/6/2023 9/6/2024 1,000,000 1,000,000 1,000,000 C Professional Liability Claims Made Form DPR5014301 6/1/2023 6/1/2024 Per Claim Aggregate $5,000,000 $10,000,000 Certificate Holder is included as Additional Insured along with Waiver of Subrogation on General and Automobile Liability as required by written contract;these insurances are primary and non-contributory as required by written contract.Waiver of subrogation included on Workers Compensation and Professional Liability policies as required by written contract.Umbrella policy includes waiver of subrogation and additional insured to the underlying General,Auto and Employers Liabilities polices as required by written contract subject to each policy’s terms,exclusions and conditions. General Liability,Automobile Liability,Professional Liability and Workers Compensation policies include 30 Day Notice of Cancellation endorsements in accordance with the terms,exclusions and conditions of the policy. RE:Contract #18-7432-AR Professional Services:Architect and Engineering Collier County Board of County Commissioners 3295 Tamiami Trail East Naples FL 34112-4901 THIS CERTIFICATE SUPERSEDES PREVIOUSLY ISSUED CERTIFICATE 16.E.3.b Packet Pg. 1197 Attachment: 18-7432-AR COI_GraceHerbert (28073 : Assumption Agreement to Agreement #18-7432-AR with Grace Hebert Curtis Architects,