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Agenda 06/11/2024 Item #16F 2 (Awarding "RFP" No.23-8180, "Tourism Fulfillment Services," for the Tourist Division)06/11/2024 EXECUTIVE SUMMARY Recommendation to award Request for Proposal (“RFP”) No. 23-8180, “Tourism Fulfillment Services,” for three years to Paralegal Consultants, LLC, d/b/a Prism Consulting, for a contractual amount of $162,000 (yearly amount of $54,000) plus reimbursable expenditures, authorize the Chairman to sign the attached Agreement, and make a finding that the related expenditure promotes tourism. _____________________________________________________________________________________ OBJECTIVE: To obtain warehouse and fulfillment services for the Tourism Division to store and send out promotional materials for the Tourism Division. CONSIDERATIONS: The Tourism Division utilizes warehouse and fulfillment services to store and send out promotional materials. A total of 50,000 guides are produced each year. Guides are shipped in bulk throughout the United States and Canada and to various locations including Florida rest stops, AAA offices, and RSW Airport. Individuals can also request a guide through the website; those are mailed weekly from the fulfillment center. On November 6, 2023, the Procurement Services Division issued RFP No. 23-8180, Tourism Fulfillment Services. The County received the following three proposals by the December 20, 2023, submission deadline. Respondents: Company Name City County State Final Ranking Responsive/Responsib le Paralegal Consultants, LLC d/b/a Prism Consulting Naples Collier FL 1 Yes/Yes Ewize Marketing 4 U d/b/a Van Dee Fulfillment Ft. Lauderdal e Broward FL 2 Yes/Yes Agape Venture on line Ave Maria Collier FL 3 Yes/Yes A selection committee met on January 12, 2024, and after reviewing the proposals and deliberating, the committee scored the proposals and ranked the firms as listed above. Procurement staff reviewed the Selection Committee’s evaluation notes, scoring and ranking. Procurement staff’s review indicated that the selection Committee needed additional information to sufficiently rank the vendors. On February 2, 2024, the Selection Committee reconvened and short-listed all three vendors to move on to step 2, oral presentations. On February 23, 2024, the Selection Committee reconvened for step 2, oral presentations, and final ranking. The firms were ranked, and a final ranking was determined as listed above. On April 11, 2024, the Tourism Division and Procurement Services Division met with the top-ranked firm to negotiate the contract. The selection committee recommends that the Board award the RFP and the attached agreement to the top-ranked firm, Paralegal Consultants, LLC d/b/a Prism Consulting. The recommended award to Paralegal Consultants, LLC d/b/a Prism Consulting is for a three-year term, with the option for the parties to renew the agreement for two additional one-year renewal terms. Paralegal Consultants has been doing business in Florida since 2017 and the d/b/a Prism Consulting since 2020. The prior agreement 18-7281R “Tourism Fulfillment and Call Center Services” with Faneuil, Inc. which included the fulfillment services expired on April 5, 2024. County staff determined that it is more operationally beneficial to separate the fulfillment services from the call center services into to two separate agreements. The call center services are currently being solicited to obtain a new agreement for these services. Historic expenditures under prior agreement 18-7281R for these services average $50,000 per fiscal year for the last 16.F.2 Packet Pg. 1747 06/11/2024 three (3) full fiscal years with highest of $63,000 being in FY 2023. The pricing structure of the prior agreement to the new agreement has changed and cannot be compared. FISCAL IMPACT: Funding in the amount of $18,000 for the remaining four (4) months of the Fiscal Year 2024 plus reimbursable expenditures for postage for the new Fulfillment Services and Warehouse contract is available in the FY 2024 Tourism Division budget within the Tourist Development Tax supported Tourism Promotion Fund (1101). Funding for the FY 2025 will be included in the annual Tourism Division marketing budget request. ADVISORY BOARD RECOMMENDATION: This item was approved by the Tourist Development Council at its meeting on May 21, 2024, by a unanimous vote of 9-0. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for approval. - CMG GROWTH MANAGEMENT IMPACT: There is no impact to the Growth Management Plan with this Executive Summary. RECOMMENDATION: To award Request for Proposal (“RFP”) No. 23-8180, “Tourism Fulfillment Services,” for three years to Paralegal Consultants, LLC, d/b/a Prism Consulting, for a contractual amount of $162,000 (yearly amount of $54,000) plus reimbursable expenditures, authorize the Chairman to sign the attached Agreement, and make a finding that the related expenditure promotes tourism. Prepared By: John Melleky, Art and Culture Manager, Tourism Division ATTACHMENT(S) 1. 23-8180 Solicitation pdf (PDF) 2. Proposal - Paralegal Consultants dba Prism Consulting (PDF) 3. 23-8180 NORA (PDF) 4. 23-8180 Final Ranking (PDF) 5. 23-8180Vendor Signed_Paralegal (PDF) 6. 23-8180 Insurance_ Paralegal (PDF) 7. 23-8180 Insurance_ Warehouses_Paralegal (PDF) 16.F.2 Packet Pg. 1748 06/11/2024 COLLIER COUNTY Board of County Commissioners Item Number: 16.F.2 Doc ID: 29042 Item Summary: Recommendation to award Request for Proposal (“RFP”) No. 23-8180, “Tourism Fulfillment Services,” for three years to Paralegal Consultants, LLC, d/b/a Prism Consulting, for a contractual amount of $162,000 (yearly amount of $54,000) plus reimbursable expenditures, authorize the Chairman to sign the attached Agreement, and make a finding that the related expenditure promotes tourism. Meeting Date: 06/11/2024 Prepared by: Title: Administrative Assistant – Tourism Name: Jennifer Leslie 05/29/2024 10:40 AM Submitted by: Title: – Tourism Name: Jay Tusa 05/29/2024 10:40 AM Approved By: Review: Corporate Business Operations Jennifer Reynolds Financial Operations Completed 05/29/2024 11:38 AM Corporate Compliance and Continuous Improvement Megan Gaillard Additional Reviewer Skipped 05/30/2024 3:05 PM Tourism Sandra Rios Tourism Review Completed 05/31/2024 5:14 PM Tourism John Melleky Tourism Review Completed 06/03/2024 9:36 AM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 06/03/2024 9:43 AM Tourism Jay Tusa Director Review Completed 06/03/2024 9:47 AM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 06/03/2024 3:41 PM Corporate Compliance and Continuous Improvement Megan Gaillard Other Reviewer Completed 06/03/2024 5:35 PM Office of Management and Budget Christopher Johnson OMB Reviewer Completed 06/04/2024 8:40 AM County Attorney's Office Colleen Greene Level 2 Attorney Review Completed 06/04/2024 9:25 AM County Manager's Office Amy Patterson Level 4 County Manager Review Completed 06/04/2024 10:13 AM Board of County Commissioners Geoffrey Willig Meeting Pending 06/11/2024 9:00 AM 16.F.2 Packet Pg. 1749 COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS REQUEST FOR PROPOSAL (RFP) FOR TOURISM FULFILLMENT SERVICES SOLICITATION NO.: 23-8180 LISA OIEN, PROCUREMENT STRATEGIST PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FLORIDA 34112 TELEPHONE: (239) 252-8935 Lisa.Oien@colliercountyfl.gov (Email) This solicitation document is prepared in a Microsoft Word format (Rev 8/7/2017). Any alterations to this document made by the Vendor may be grounds for rejection of proposal, cancellation of any subsequent award, or any other legal remedies available to the Collier County Government. 16.F.2.a Packet Pg. 1750 Attachment: 23-8180 Solicitation pdf (29042 : Warehouse and Fulfillment Services for Tourism Division) 2 SOLICITATION PUBLIC NOTICE REQUEST FOR PROPOSAL (RFP) NUMBER: 23-8180 PROJECT TITLE: TOURISM FULFILLMENT SERVICES LOCATION: PROCUREMENT SERVICES DIVISION, CONFERENCE ROOM A, 3295 TAMIAMI TRAIL EAST, BLDG C-2, NAPLES, FLORIDA 34112 DUE DATE: December 6, 2023, at 3:00 PM PLACE OF RFP OPENING: PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FL 34112 All proposals shall be submitted online via the Collier County Procurement Services Division Online Bidding System: https://www.bidsync.com/bidsync-cas/ INTRODUCTION As requested by the Tourism Division (hereinafter, the “Division”), the Collier County Board of County Commissioners Procurement Services Division (hereinafter, “County”) has issued this Request for Proposal (hereinafter, “RFP”) with the intent of obtaining proposals from interested and qualified vendors in accordance with the terms, conditions and specifications stated or attached. The vendor, at a minimum, must achieve the requirements of the Specifications or Scope of Work stated. Historically, the Tourism Division has spent approximately $60,000 for fulfillment mailing and storage services; however, this may not be indicative of future buying patterns. BACKGROUND The Naples, Marco Island, Everglades Convention & Visitors Bureau (CVB) is a part of Collier County Florida Government and is the marketing arm of the Collier County Tourist Development Council (TDC). The Collier County Tourism Division administers the work of both the TDC and the CVB. Over the years, the Tourism Division has evolved its approach to visitor engagement through the process of utilizing a Fulfillment Service to disseminate visitor information. The Fulfillment Service functions as the backbone of visitor information distribution. When requested the Fulfillment Service vendor distributes the Florida’s Paradise Coast official Visitor’s Guide, ensuring potential tourists receive the necessary materials to explore our destination. Domestically, the Tourism Division distributes approximately 36,500 visitor guides per year. Internationally, approximately 970 visitor guides are distributed per year to Canada. Beyond distributing visitor information, the Division also utilizes the Fulfillment Service to provide a storage solution for safekeeping of select invaluable tourism items and provide shipment of essential items for trade shows. To facilitate the Tourism Division’s storage needs effectively, a minimum of 8 pallets of storage space is required, with the possibility of additional storage space as needed to accommodate varying demand levels. The Tourism Division desires to contract with a company to provide Tourism Fulfillment Services. Tourism Fulfillment services include but are not limited to preparing, distributing and storing tourism literature, and specialty items, maintaining list of items mailed and distributed and provide shipment of essential items to trade shows as assigned by the Division or the CVB. TERM OF CONTRACT The contract term, if an award(s) is/are made is intended to be for three (3) years with two (2) one (1) year renewal options. Prices shall remain firm for the initial term of this contract. Surcharges will not be accepted in conjunction with this contract, and such charges should be incorporated into the pricing structure. The 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. 16.F.2.a Packet Pg. 1751 Attachment: 23-8180 Solicitation pdf (29042 : Warehouse and Fulfillment Services for Tourism Division) 3 All goods are FOB destination and must be suitably packed and prepared to secure the lowest transportation rates and to comply with all carrier regulations. Risk of loss of any goods sold hereunder shall transfer to the COUNTY at the time and place of delivery; provided that risk of loss prior to actual receipt of the goods by the COUNTY nonetheless remain with VENDOR. DETAILED SCOPE OF WORK As part of the Tourism Fulfillment Services, the successful vendor must provide the following: 1. All necessary labor, materials, supplies, and equipment to store tourism promotional materials, retrieve and process requests for those materials and mail, ship or deliver. 2. Monthly invoices and any applicable backup reports outlining the services provided, including, but not limited to: a. Service description b. Quantity of each service c. Unit price of each service d. Extended price of each service e. Total Invoiced Amount 3. Provide Warehouse for the storage of tourism materials. Storage area shall have adequate security measures in place to guarantee the safekeeping of the Tourism Division’s visitor information and promotional materials from break-ins, floods, fire and any other natural or unnatural disasters. 4. Business service hours between the hours of 8:00 a.m. to 5:00 p.m., Monday through Friday, excluding County-observed holidays. 5. Tourism Fulfillment Services should be provided to interested individuals within 72 business hours from the initial contact. 6. Maintain mailing lists and be able to distribute special fulfillment projects assigned by the Division or the CVB staff. 7. Possess the necessary technology and communication capabilities to effectively collaborate with other vendors in the fulfillment process, including but not limited to destinations within the US and Canada. 8. Provide recommendations to the Tourism Division on ensuring the most efficient fulfillment means to optimize the distribution process. 9. Provide a separate managed mailing code for billing postage costs. REQUEST FOR PROPOSAL (RFP) PROCESS 1.1 The Proposers will submit a qualifications proposal which will be scored based on the criteria in Evaluation Criteria for Development of Shortlist, which will be the basis for short-listing firms. The Proposers will need to meet the minimum requirements outlined herein in order for their proposal to be evaluated and scored by the COUNTY. The COUNTY will then score and rank the firms and enter into negotiations with the top ranked firm to establish cost for the services needed. The COUNTY reserves the right to issue an invitation for oral presentations to obtain additional information after scoring and before the final ranking. With successful negotiations, a contract will be developed with the selected firm, based on the negotiated price and scope of services and submitted for approval by the Board of County Commissioners. 1.2 The COUNTY will use a Selection Committee in the Request for Proposal selection process. 1.3 The intent of the scoring of the proposal is for respondents to indicate their interest, relevant experience, financial capability, staffing and organizational structure. 1.4 The intent of the oral presentations, if deemed necessary, is to provide the vendors with a venue where they can conduct discussions with the Selection Committee to clarify questions and concerns before providing a final rank. 1.5 Based upon a review of these proposals, the COUNTY will rank the Proposers based on the discussion and clarifying questions on their approach and related criteria, and then negotiate in good faith an Agreement with the top ranked Proposer. 1.6 If, in the sole judgment of the COUNTY, a contract cannot be successfully negotiated with the top-ranked firm, negotiations with that firm will be formally terminated and negotiations shall begin with the firm ranked second. If a contract cannot be successfully negotiated with the firm ranked second, negotiations with that firm will be formally terminated and negotiations 16.F.2.a Packet Pg. 1752 Attachment: 23-8180 Solicitation pdf (29042 : Warehouse and Fulfillment Services for Tourism Division) 4 shall begin with the third ranked firm, and so on. The COUNTY reserves the right to negotiate any element of the proposals in the best interest of the COUNTY. RESPONSE FORMAT AND EVALUATION CRITERIA FOR DEVELOPMENT OF SHORTLIST: 1.7 For the development of a shortlist, this evaluation criterion will be utilized by the COUNTY’S Selection Committee to score each proposal. Proposers are encouraged to keep their submittals concise and to include a minimum of marketing materials. Proposals must address the following criteria: Evaluation Criteria Maximum Points 1. Cover Letter / Management Summary 5 Points 2. Certified Woman and/or Minority Business Enterprise 5 Points 3. Business Plan 20 Points 4. Cost of Services to the County 35 Points 5. Experience, Capacity and Specialized Expertise of the Firm 25 Points 6. Local Vendor Preference 10 Points TOTAL POSSIBLE POINTS 100 Points Tie Breaker: In the event of a tie at final ranking, award shall be made to the proposer with the lower volume of work previously awarded. Volume of work shall be calculated based upon total dollars paid to the proposer in the twenty-four (24) months prior to the RFP submittal deadline. Payment information will be retrieved from the County’s financial system of record. The tie breaking procedure is only applied in the final ranking step of the selection process and is invoked by the Procurement Services Division Director or designee. In the event a tie still exists, selection will be determined based on random selection by the Procurement Services Director before at least three (3) witnesses. ---------------------------------------------------------------------------------------------------------------------------------------------------------- Each criterion and methodology for scoring is further described below. ***Proposals must be assembled, at minimum, in the order of the Evaluation Criteria listed or your proposal may be deemed non-responsive*** EVALUATION CRITERIA NO. 1: COVER LETTER/MANAGEMENT SUMMARY (5 Total Points Available) Provide a cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of the firm in providing the services stated herein. Include the name(s), telephone number(s) and email(s) of the authorized contact person(s) concerning proposal. Submission of a signed Proposal is Vendor's certification that the Vendor will accept any awards as a result of this RFP. EVALUATION CRITERIA NO. 2: CERTIFIED WOMAN AND/OR MINORITY BUSINESS ENTERPRISE (5 Total Points Available) Submit certification with the Florida Department of Management Service, Office of Supplier Diversity as a Certified Woman and/or Minority Business Enterprise. EVALUATION CRITERIA NO. 3: BUSINESS PLAN (20 Total Points Available) In this criteria, include but not limited to: • Detailed plan of approach (including major tasks and sub-tasks). • Include with the Business Plan or as an attachment, a copy of a report as an example of work product. This should be for one of the projects listed as a reference. • Storage Solutions – Description of storage systems, inventory management, and tracking systems to ensure efficient storage and retrieval. • Order Fulfillment Process – A step by step break down of how orders will be received, processed, and shipped. Information on order picking methods, quality control procedures, and packing options. • Technology and Software – Mention the use of any advanced technology, such as warehouse management software of automated picking systems. o The integration of your online platform with the Tourism Division’s website for seamless order processing. 16.F.2.a Packet Pg. 1753 Attachment: 23-8180 Solicitation pdf (29042 : Warehouse and Fulfillment Services for Tourism Division) 5 EVALUATION CRITERIA NO. 4: COST OF SERVICES TO THE COUNTY (35 Total Points Available) In this criteria, include but not limited to: • Provide the rate of each service provided at a clearly defined cost for Tourism Fulfillment Services or special projects • Provide proposed fees of principals and staff (including any sub-vendors if used) • Provide recommendation to the Tourism Division on ensuring the most efficient and cost-effective fulfillment means to optimize the distribution process. EVALUATION CRITERIA NO. 5: EXPERIENCE, CAPACITY AND SPECIALLIZED EXPERTISE OF THE FIRM (25 Total Points Available) In this criteria, include but not limited to: • Provide information that documents your firm’s and subcontractors’ qualifications to produce the required deliverable, including staffing plans, employee roles, abilities, number of years of experience in providing the required services, and successful experience in working with one another on previous projects. o Attach resumes of any sub-vendors and attach letters of intent from stated sub-vendors must be included in submission. o Attach brief resumes of all proposed project team members who will be involved in the management of the total package services, as well as the delivery of specific services. • Provide a brief narrative of the vendor’s understanding of the overall intent of this RFP as well as the methods to be used to provide the required services. Identify any issues or concerns of significance. o Provide evidence of customer service experience, storage and inventory operation, mail operation and reporting capabilities. The County requests that the vendor submits no fewer than three (3) and no more than ten (10) completed reference forms from clients during a period of the last 5 years whose projects are of a similar nature to this solicitation as a part of their proposal. Provide information on the projects completed by the Proposer that best represent projects of similar size, scope and complexity of this project using form provided in Form 5. Proposers may include two (2) additional pages for each project to illustrate aspects of the completed project that provides the information to assess the experience of the Proposer on relevant project work. EVALUATION CRITERIA NO. 6: LOCAL VENDOR PREFERENCE (10 Total Points Available) Local business is defined as the vendor having a current Business Tax Receipt issued by the Collier or Lee County Tax Collector prior to proposal submission to do business within Collier County, and that identifies the business with a permanent physical business address located within the limits of Collier or Lee County from which the vendor’s staff operates and performs business in an area zoned for the conduct of such business. VENDOR CHECKLIST ***Vendor should check off each of the following items as the necessary action is completed (please see, Vendor Check List)*** 16.F.2.a Packet Pg. 1754 Attachment: 23-8180 Solicitation pdf (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.b Packet Pg. 1755 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 2080 24th Avenue NE Naples, FL 34120 (239) 986-4237 (p) valerie@prismconsultingfl.com Criteria 2 – Certified Woman and/or Minority Business Enterprise Please see attached certifications from: (1)State of Florida, Office of Supplier Diversity (Woman-Owned Business) (2)State of Florida, Department of Transportation (DBE certification) 16.F.2.b Packet Pg. 1756 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) Florida Unified Certification Program Disadvantaged Business Enterprise (DBE) Certificate of Eligibility PARALEGAL CONSULTANTS LLC MEETS THE REQUIREMENTS OF 49 CFR, PART 26 APPROVED NAICS CODES: 541199, 541611, 561110, 561920 Samuel Febres (Sammy) DBE & Small Business Development Manager Florida Department of Transportation 16.F.2.bPacket Pg. 1757Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) PLEASE NOTE: THOUGH DBE CERTIFICATION DOES NOT EXPIRE, TO KEEP DBE STATUS, YOU NEED TO FILE A NO CHANGE DECLARATION AND COMPLETE BUSINESS TAX RETURN FORMS YEARLY; ON THE ANNIVERSARY OF YOUR CERTIFICATION. ANNIVERSARY DATE – Annually on 06/18 The Florida Department of Transportation (Department) has certified, PARALEGAL CONSULTANTS LLC under the Florida’s Unified Certification Program (UCP) as a Disadvantaged Business Enterprise (DBE), in accordance with Title 49 Part 26, Code of Federal Regulations (CFR). DBE Certification does not expire. It is contingent upon the firm maintaining eligibility annually through this office. We will notify Owners of their responsibilities in advance of the anniversary date. We have listed the firm in the Florida's DBE Certification Directory, found at the following link: https://fdotxwp02.dot.state.fl.us/EqualOpportunityOfficeBusinessDirectory Prime contractors and consultants must verify the firm's DBE certification status, and identify eligible work area(s) through the Directory. The Department makes available DBE Support Service Providers, offering managerial and technical assistance at no cost. Contact us at (850) 414-4747 or via email DBECert.Help@dot.state.fl.us with your questions or concerns. Thank you. Samuel Febres (Sammy) DBE & Small Business Development Manager Equal Opportunity Office 16.F.2.bPacket Pg. 1758Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.b Packet Pg. 1759 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 2080 24th Avenue NE Naples, FL 34120 (239) 986-4237 (p) valerie@prismconsultingfl.com Criteria 3 – Business Plan • Include with the Business Plan or as an attachment, a copy of a report as an example of work product. This should be for one of the projects listed as a reference. See attached example of ordering page from website that will provide real-time inventory levels as well as ordering history. Monthly reports are also available upon request to track ordering requests and shipments. (Since the entire inventory of products to be offered is not available in the bid documents, this example is provided as a singular choice). • Storage Solutions – Description of storage systems, inventory management, and tracking systems to ensure efficient storage and retrieval. Storage repository will be provided in a 24-hour gated, secured location. Inventory management will be provided via website using advanced ordering platform that will provide inventory levels in real-time to assist with reordering decisions. Bureau of Tourism staff will also have the ability to email/text/call/online chat with live contact person to process urgent requests. • Order Fulfillment Process – A step by step break down of how orders will be received, processed, and shipped. Information on order picking methods, quality control procedures, and packing options. Orders can be submitted online via dedicated website as well as online chat/email/text/telephone with live contact person. Order processing will be dependent upon specific items requested (e.g., visitor guides, promotional materials, etc.) and method of delivery selected by Bureau of Tourism staff. By way of example, if a shipment of visitor guides is submitted, the requested number of boxes will be processed, labeled, and shipped via UPS or FedEx same day with tracking information supplied to requesting staff member. • Technology and Software – Mention the use of any advanced technology, such as warehouse management software of automated picking systems. The integration of your online platform with the Tourism Division’s website for seamless order processing. 16.F.2.b Packet Pg. 1760 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) Criteria 3 – Business Plan Re: Tourism Fulfillment Services Solicitation No. 23-8180 Page 2 Prism Consulting will provide exclusive website access to the Bureau of Tourism for purposes of order processing. Two examples of the backend system in place for receiving orders is attached to this business plan. The actual website launch will be provided once all inventory items are entered into the online system. Bureau of Tourism employees will have the ability to interact with Prism Consulting in real time via online chat option as well as contact forms via email, SMS text, and via telephone. Prism Consulting will provide live, real-time contact assistance in their office (not contracted or offshore). Inventory reports can be provided upon request and, if needed, Prism Consulting can periodically send reorder reminders to ensure that inventory levels remain consistent with the Bureau of Tourism’s objectives. Prism Consulting provided drop ship services under its prior contract with the Bureau of Tourism (contract ended in July 2023). Under the prior contract, Prism Consulting was required to work with the third-party fulfillment center located in Ft. Lauderdale. At times, there were delays in having items shipped due to the fulfillment center’s other customer obligations. Prism Consulting will provide dedicated fulfillment staff to process all orders submitted by Bureau of Tourism. This dedicated staff member will be assigned to handle all Bureau of Tourism orders exclusively and will also be available for local delivery, if needed. 16.F.2.b Packet Pg. 1761 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 12/17/23, 11:29 AM Shop – Strategic Solutions, LLC https://www.strategicsolutionsfl.com/shop/1/2 Strategic Solutions, LLC Home / Shop Shop Showing the single result Default sorting 2022 English Visitor Guide C2019-52120 Read more Cart My account Shop 16.F.2.b Packet Pg. 1762 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 12/17/23, 12:26 PM Stock Central ‹ Strategic Solutions, LLC — WordPress https://www.strategicsolutionsfl.com/wp-admin/admin.php?page=atum-stock-central 1/1 Export DataScreen OptionsHelpStock Central SHOW UNCONTROLLED A LL (1)IN S TOCK (0)OUT OF STOCK (0)BACKORDER (0)RESTOC Bulk actions...All categori…All product typ…Extra filters... Product Details Product Name  2022 English Visitor... TOTALS Product Name  Bulk actions... ATUM HELP US TO IMPROVE! 🙏If you like ATUM please leave us a ★★★★★ rating. Huge thanks in advance! 1 item Search...Search In 1 item Dashboard Jetpack Posts Media Pages Comments Feedback WooCommerce Products Smart Manager Analytics ATUM Inventory Marketing Appearance Plugins Users Tools Settings Tidio Chat Collapse menu Dashboard Stock Central Purchase Orders Inbound Stock Suppliers Inventory Logs Settings Add-ons 16.F.2.b Packet Pg. 1763 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 2080 24th Avenue NE Naples, FL 34120 (239) 986-4237 (p) valerie@prismconsultingfl.com Criteria 4 – Cost of Services to the County SERVICES TO BE PROVIDED COST Tourism Fulfillment services including, but are not limited to: • preparing, distributing and storing tourism literature, and specialty items; • maintaining list of items mailed and distributed; • provide shipment of essential items to trade shows as assigned by the Division or the CVB; • other needs as they arise in the course of the contract $54,000.00/year Cost of principals and staff (including subcontractors, if used) Included Local delivery services (designated counties) Included Prism Consulting has an existing contract with UPS, FedEx, and USPS for bulk shipping. For each shipment requested, Prism Consulting will pre-screen the specifications with each shipping carrier to obtain the most cost-effective solution for the Bureau of Tourism. Prism Consulting will utilize shipping materials that will allow for shipment consolidations (i.e., shrink wrapping, pallet shipping, etc.) that will also provide the greatest cost value for delivery. In the event of local delivery requests in the Southwest Florida region, items will be transported to the location by Prism Consulting. Specifically, local delivery will be provided to the following locations: • Lee County • Collier County • Hendry County • Charlotte County • Glades County • Palm Beach County • Broward County • Miami-Dade County • Monroe County 16.F.2.b Packet Pg. 1764 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 2080 24th Avenue NE Naples, FL 34120 (239) 986-4237 (p) valerie@prismconsultingfl.com Criteria 5 – Experience, Capacity and Specialized Experience of the Firm • Provide information that documents your firm’s and subcontractors’ qualifications to produce the required deliverable, including staffing plans, employee roles, abilities, number of years of experience in providing the required services, and successful experience in working with one another on previous projects. o Attach resumes of any sub-vendors and attach letters of intent from stated sub-vendors must be included in submission. As mentioned in other criteria responses submitted herein, Prism Consulting will provide dedicated staff to fulfill all requests from the Bureau of Tourism related to this contract. Specifically, the following persons will be assigned to assist with all orders: Valerie Nowottnick – Primary Contact/Contract Manager John Nowottnick, Jr. – Warehouse Contact/Inventory Manager Tony Rhoden – Fulfillment/Orders Processing Each team member has been working with Prism Consulting for at least five (5) years and is familiar with the scope and mission of the company. Prism Consulting has been successfully working with Collier County for over three (3) years in different contracts. We are confident that the Bureau of Tourism will attest as to our past performance on the “Visitor Information Center Liaison Services” contract that we were awarded in 2020. • Provide a brief narrative of the vendor’s understanding of the overall intent of this RFP as well as the methods to be used to provide the required services. Identify any issues or concerns of significance. Provide evidence of customer service experience, storage and inventory operation, mail operation and reporting capabilities. Our understanding of the overall intent of this RFP is to ascertain sufficient information to make an educated decision in selecting the fulfillment contractor that provides the most cost-efficient services to the Bureau of Tourism. The primary objective of this RFP is to determine the most qualified firm while also ensuring that the selected contractor is capable of performing the required services. 16.F.2.b Packet Pg. 1765 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) Criteria 5 – Experience, Capacity and Specialized Experience of the Firm Re: Tourism Fulfillment Services Solicitation No. 23-8180 Page 2 To that end, Prism Consulting is offering to provide the following services in compliance with the RFP requirements: • Secured storage of promotional materials; • Online ordering capabilities for all promotional materials; • Dedicated staff to process fulfillment requests; • Local delivery to locations, as needed; • Additional services as requested during the contract term with the scope and capabilities of Prism Consulting. • Provide information on the projects completed by the Proposer that best represent projects of similar size, scope and complexity of this project using form provided in Form 5. Proposers may include two (2) additional pages for each project to illustrate aspects of the completed project that provides the information to assess the experience of the Proposer on relevant project work. Prism Consulting acknowledges that Collier County is requesting a minimum of three (3) references for past performance on projects of similar scope and nature. Prism Consulting cannot provide that information as this project is the first bid on which it has submitted a proposal for this scope of work. Nevertheless, Prism Consulting adequately performed on the “Visitor Information Center Liaison Services” contract that was awarded in 2020. Under that contract, Prism Consulting was responsible for traveling to various visitor center locations within Collier County for purposes of delivering, stocking, and maintaining sufficient levels of the visitor guides. At the beginning of that contract, Prism Consulting met with then-Executive Director, Jack Wert, along with representatives from most of the actual centers designated in the contract documents. As the contract progressed, Valerie Nowottnick (primary contact), was successful in procuring additional locations to exhibit the visitor guides including the Big Cypress Visitor Center and Marco Island Executive Airport. Prism Consulting is more than capable of providing the services requested in this RFP as both a local vendor and a DBE/Woman-Owned minority contractor. A direct benefit to the Bureau of Tourism is our familiarity with the Bureau of Tourism staff, its products, and procedures pertaining to shipping, delivery, and fulfillment. 16.F.2.b Packet Pg. 1766 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 2080 24th Avenue NE Naples, FL 34120 (239) 986-4237 (p) valerie@prismconsultingfl.com Criteria 6 – Local Vendor Preference 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. Prism Consulting qualifies for the Local Vendor Preference based on its location in Collier County. See Vendor Form 4, “Local Preference Vendor” affidavit. 16.F.2.b Packet Pg. 1767 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.b Packet Pg. 1768 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.b Packet Pg. 1769 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.b Packet Pg. 1770 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.b Packet Pg. 1771 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.b Packet Pg. 1772 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 11/26/23, 8:58 AM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=PARALE…1/2 Document Number FEI/EIN Number Date Filed State Status Last Event Event Date Filed Event Effective Date Department of State / Division of Corporations / Search Records / Search by Entity Name / Detail by Entity Name Florida Limited Liability Company PARALEGAL CONSULTANTS, LLC Filing Information L17000129861 47-3249967 06/14/2017 FL ACTIVE LC STMNT OF RA/RO CHG 08/08/2022 NONE Principal Address 2080 24th Ave NE NAPLES, FL 34120 Changed: 03/10/2023 Mailing Address 2080 24th Ave NE NAPLES, FL 34120 Changed: 03/10/2023 Registered Agent Name & Address NOWOTTNICK, VALERIE M 2080 24th Ave NE NAPLES, FL 34120 Address Changed: 03/10/2023 Authorized Person(s) Detail Name & Address Title MGR NOWOTTNICK, VALERIE M 2080 24TH AVENUE NE NAPLES, FL 34120 D C Florida Department of State 16.F.2.b Packet Pg. 1773 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 11/26/23, 8:58 AM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=PARALE…2/2 Annual Reports Report Year Filed Date 2021 01/04/2021 2022 02/21/2022 2023 03/10/2023 Document Images 03/10/2023 -- ANNUAL REPORT View image in PDF format 08/08/2022 -- CORLCRACHG View image in PDF format 02/21/2022 -- ANNUAL REPORT View image in PDF format 01/04/2021 -- ANNUAL REPORT View image in PDF format 01/15/2020 -- ANNUAL REPORT View image in PDF format 01/20/2019 -- ANNUAL REPORT View image in PDF format 03/25/2018 -- ANNUAL REPORT View image in PDF format 06/14/2017 -- Florida Limited Liability View image in PDF format Florida Department of State, Division of Corporations 16.F.2.b Packet Pg. 1774 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.b Packet Pg. 1775 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) Company ID Number: Approved by: Employer Name (Please Type or Print) Title Signature Date Department of Homeland Security – Verification Division Name (Please Type or Print) Title Signature Date Page 13 of 17 E-Verify MOU for Employers | Revision Date 06/01/13 USCIS Verification Division 10/26/2020 Valerie M Nowottnick Electronically Signed Paralegal Consultants, LLC 10/26/2020 Electronically Signed 1601637 16.F.2.b Packet Pg. 1776 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) My Company Account My Company Prole Company Information Edit Company Information Employer Category Company Name Paralegal Consultants, LLC Doing Business As (DBA) Name Prism Consulting Company ID 1601637 Enrollment Date Oct 26, 2020 Employer Identification Number (EIN) 473249967 Unique Entity Identifier (UEI) --- DUNS Number 068233904 Total Number of Employees 1 to 4 NAICS Code 561 Sector Administrative and Support and Waste Management and Remediation Services Subsector Administrative and Support Services An official website of the United States government Here’s how you know Menu 16.F.2.b Packet Pg. 1777 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) U.S. Department of Homeland Security U.S. Citizenship and Immigration Services Accessibility Plug-ins Site Map Employer Category None of these categories apply Edit Employer Category Company Access and MOU Company Addresses Edit Company Addresses Physical Address 2080 24th Avenue NE Naples, FL 34120 Mailing Address Same as Physical Address Hiring Sites Edit Hiring Sites Number of Sites 1 My Company is Configured to: Verify Its Own Employees Memorandum of Understanding View Current MOU 16.F.2.b Packet Pg. 1778 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.b Packet Pg. 1779 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.b Packet Pg. 1780 Attachment: Proposal - 16.F.2.b Packet Pg. 1781 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 2080 24th Avenue NE Naples, FL 34120 (240) 223-7293 (p) valerie@prismconsultingfl.com To : Collier County, Procurement Services Division From : Valerie M. Nowottnick, Owner Date : December 17, 2023 RE : RFP No. 23-8180 (Tourism Fulfillment Services) VENDOR CHECKLIST (1) General Bid Instructions – acknowledged and accepted via bid submission; (2) Collier County PO Terms and Conditions - acknowledged and accepted; (3) Form 1: Vendor Declaration Statement – attached; (4) Form 2: Conflict of Interest Certification – attached; (5) Proof of Status from Division of Corporations/FL Dept. of State – attached; (6) E-Verify enrollment verification (see #8 – E-Verify MOU/Company Profile) (7) Form 3: Immigration Affidavit Certification – attached; (8) E-Verify Company Profile (from E-Verify website) – attached; (9) Form 4: Certification for Claiming Status as a Local Business (w/business receipt) (10) Form 5: Reference Questionnaire – not attached/not applicable to Vendor (11) Form 6: Grant Provisions and Assurances – not attached/not applicable to Bid (12) W-9 Form – attached; (13) Insurance Requirements – acknowledged and accepted via bid submission; (14) Bid Schedule – not applicable to Bid; (15) Copies of all requested licenses and/or certifications – (see #9 – Form 4); (16) All addenda signed and attached – if not already mentioned; (17) County’s IT Technical Architecture Requirements – not applicable to Bid; (18) Any and all supplemental requirements and terms – acknowledged and accepted; 16.F.2.b Packet Pg. 1782 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.b Packet Pg. 1783 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.b Packet Pg. 1784 Attachment: Proposal - Paralegal Consultants dba Prism Consulting (29042 : Warehouse and Fulfillment Services for Tourism Division) Notice of Recommended Award Solicitation: 23-8180 Title: Tourism Fulfillment Services Due Date and Time: December 20, 2023, at 3:00 PM EST Respondents: Company Name City County State Final Ranking Responsive/Responsible Paralegal Consultants, LLC d/b/a Prism Consulting Naples Collier FL 1 Yes/Yes Ewize Marketing 4 U LLC d/b/a Van Dee Fulfillment Fort Lauderdale Broward FL 2 Yes/Yes Agape Venture on line Ave Maria Collier FL 3 Yes/Yes Utilized Local Vendor Preference: Yes No Recommended Vendor(s) For Award: On November 6, 2023, the Procurement Services Division released notices of Request for Proposal NO. 24- 8180 for Tourism Fulfillment Services. Two thousand three hundred seventy (2,370) vendors were notified, and thirty-one (31) vendors viewed the solicitation information. The Solicitation was extended for an additional two (2) weeks. Staff performed additional vendor outreach, and three (3) proposals were received by the December 20, 2023, due date. Staff reviewed the proposals received and found all three (3) firms to be responsive and responsible. The Selection Committee convened on January 12, 2024, and as described in step 1 of the solicitation documents, scored each of the proposals and ranked the firms. Procurement staff reviewed the Selection C notes, scoring and ranking. review indicated that the selection Committee needed additional information to sufficiently rank the vendors. On February 2, 2024, the Selection Committee reconvened and short listed all three vendors to move on to step 2 oral presentations. On February 23, 2024, the Selection Committee reconvened for step 2, oral presentations, and final ranking. The firms were ranked as follows: Paralegal Consultant, LLC d/b/a Prism Consulting ranked as 1 Ewize Marketing 4 U LLC d/b/a Van Dee Fulfillment ranked as 2 Agape Venture on Line ranked as 3 Staff is recommending award to the top-ranked firm, Paralegal Consultants, LLC d/b/a Prism Consulting. Contract Driven Purchase Order Driven Required Signatures 16.F.2.c Packet Pg. 1785 Attachment: 23-8180 NORA (29042 : Warehouse and Fulfillment Services for Tourism Division) Project Manager: Procurement Strategist: Procurement Services Director: __________________________________ _________________ Sandra Herrera Date 16.F.2.c Packet Pg. 1786 Attachment: 23-8180 NORA (29042 : Warehouse and Fulfillment Services for Tourism Division) Final Ranking Sheet RPS #: 23-8180 Title: Tourism Fulfillment Services Name of Firm John Melleky Jennifer Reynolds Amanda Townsend Michelle Pirre Deborah Curry Total Selection Committee Final Rank Paralegal Consultants, LLC d/b/a Prism Consulting 1 3 2 1 1 8 1.0000 Ewize Marketing 4 U LLC d/b/a Van Dee Fulfillment 2 1 1 3 2 9 2.0000 Agape Venture on line 3 2 3 2 3 13 3.0000 Procurement Professional Lisa Oien Date 2/23/24 16.F.2.d Packet Pg. 1787 Attachment: 23-8180 Final Ranking (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1788Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1789Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1790Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1791Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1792Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1793Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1794Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1795Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1796Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1797Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1798Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1799Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1800Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1801Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1802Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1803Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1804Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1805Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1806Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 16.F.2.ePacket Pg. 1807Attachment: 23-8180Vendor Signed_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 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 AUTOSAUTOS NON-OWNEDHIRED AUTOS SCHEDULEDALL OWNED 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 MTTU Hiscox Inc. 5 Concourse Parkway Suite 2150 Atlanta GA, 30328 (888) 202-3007 contact@hiscox.com Hiscox Insurance Company Inc 10200 Paralegal Consultants LLC 2080 24th Ave NE Naples, FL 34120 Collier County Board of County Commissioners 3295 Tamiami Trail E. Naples, Florida 34112 Collier County Board of County Commissioners is named as Additional Insured subject to policy terms and conditions. 08/08/202408/08/2023P100.450.091.4Y XXA X A X X 1,000,000 100,000 5,000 1,000,000 2,000,000 S/T Gen. Agg. 05/07/2024 CGL HNOA Limit (per occurrence)300,000 16.F.2.f Packet Pg. 1808 Attachment: 23-8180 Insurance_ Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) EFFECTIVE DATE: PERSON: BUSINESS NAME AND ADDRESS: VALERIE M NOWOTTNICK PARALEGAL CONSULTANTS, LLC 2080 24TH AVENUE NE NAPLES, FL 34120 FEIN: JIMMY PATRONIS CHIEF FINANCIAL OFFICER STATE OF FLORIDA DEPARTMENT OF FINANCIAL SERVICES DIVISION OF WORKERS' COMPENSATION * * CERTIFICATE OF ELECTION TO BE EXEMPT FROM FLORIDA WORKERS' COMPENSATION LAW * * IMPORTANT: Pursuant to subsection 440.05(13), F.S., an officer of a corporation who elects exemption from this chapter by filing a certificate of election under this section may not recover benefits or compensation under this chapter. Pursuant to subsection 440.05(11), F.S., Certificates of election to be exempt issued under subsection (3) apply only to the corporate officer named on the notice of election to be exempt. Pursuant to subsection 440.05(12), F.S., notices of election to be exempt and certificates of election to be exempt shall be subject to revocation if, at any time after the filing of the notice or the issuance of the certificate, the person named on the notice or certificate no longer meets the requirements of this section for issuance of a certificate. The department shall revoke a certificate at any time for failure of the person named on the certificate to meet the requirements of this section. DFS-F2-DWC-252 CERTIFICATE OF ELECTION TO BE EXEMPT RULE 69L-6.012, F.A.C. REVISED 01/2023 QUESTIONS? (850) 413-1609E01829964 NON-CONSTRUCTION INDUSTRY EXEMPTION 11/28/2023 EXPIRATION DATE:11/27/2025 473249967 EMAIL:VALERIE@PARALEGALCONSULT.COM This certificate of election to be exempt is NOT a license issued by the Department of Business and Professional Regulation. To determine if the certificate holder is required to have a license to perform work or to verify the license of the certificate holder, go to www.myfloridalicense.com. This certifies that the individual listed below has elected to be exempt from Florida Workers' Compensation law. 16.F.2.f Packet Pg. 1809 Attachment: 23-8180 Insurance_ Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) In accordance with your instructions, we have bound the following General Liability coverage; provided we receive a properly completed application and a premium payment within 12 days of the effective date shown above. Paralegal Consultants Llc , Prism Consulting 28720 S Diesel Dr Bonita Springs, FL 34135 903258 Brightway Insurance, Inc P.O. Box 5700 Jacksonville, FL 32247 Producing Agent: Steve Sunn Evanston Insurance Company State: FLVAPWC-C Term: Twelve Months Effective/Expiration Date:5/13/2024 to 5/13/2025 Comments: Premium quoted includes charge for additional insured. Coverage parts can not be added midterm to a monoline or package policy. MPIL1083 US Treasury Department’s OFAC Advisory Notice to Policyholders applies. MIL1214 – Trade or Economic Sanctions applies. *************************************************************** Additional Insured: Collier County Board of County Commissioners 3295 Tamiami Trail East Naples, FL 34112 ******************************************************** Percent Earned: 25% Binder ID: Binder Summary Sheet Insured: Insurer: Producer: General Liability: $ $ $ $ $ $ $ General Aggregate Products/Completed Operations Aggregate Personal Injury/Advertising Injury Each Occurrence Limit Damage to Premises Rented to You Medical Payments BI/PD/P&AI Deductible Per Claimant 1,000,000 Excluded 500,000 500,000 100,000 5,000 **0 Warehouses private Other than Not- For- Profit68706- Area 1,250 Additional Insured49950- Units 1 * Excludes Professional, Nuclear Energy, War, Punitive, Exemplary, Asbestos, Silica, Lead, Toxic Substances, Total Pollution, Radon Gas, Subsidence, Mold, Spores, Fungus, Known Injury or Damage, Exclusion – Losses, Claims and Litigation Preceding Inception of Policy, Property Damage Claims in Progress, Participants, Assault & Battery, Abuse or Molestation, Liquor, Communicable Disease, Cancer, Employment Related Practices, Leased Workers, Voluntary Labor, Electromagnetic Fields, Injury To Contractors / Independent Contractors / Subcontractors, Radioactive Contamination, New Entities, Hired & Non Owned Auto, Year 2000 Computer Related and Other Electronic Problems, Violations of Statutes That Govern E-Mails / Fax / Phone Calls. Classification & Contractual Liability Limitations and Minimum and Deposit Premium Endorsement Apply. Terrorism is excluded unless coverage is purchased per the requirements of the Terrorism Risk Insurance Program Reauthorization Act of 2015. This list is for informational purposes only and does not intend to represent the entire list of forms and/or endorsements that may be attached to any policy issued as a result of this quotation. 16.F.2.f Packet Pg. 1810 Attachment: 23-8180 Insurance_ Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division) 05/28/2024 Brightway Insurance P.O. Box 5700 3733 University Blvd W #100 Jacksonville FL 32247 Jerald Studer (904) 764-9554 (904) 482-0739 jerald.studer@brightway.com Tapco Underwriters Inc DI CL2452808658 A VAPWC-C 05/13/2024 05/13/2025 500,000 100,000 5,000 500,000 1,000,000 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 16.F.2.g Packet Pg. 1811 Attachment: 23-8180 Insurance_ Warehouses_Paralegal (29042 : Warehouse and Fulfillment Services for Tourism Division)