Agenda 10/22/2024 Item #16A13 (Approve the Selection Commitee's ranking related to ITN No. 24-8291 "Immokalee Culinary Accelerator Lease and Equipment Prchase" and begin negociations with Core Health Partners)10/22/2024
Item # 16.A.13
ID# 2024-784
Executive Summary
*** This item continued from the October 8, 2024, BCC Meeting. *** Recommendation to approve the selection
committee’s ranking related to Invitation to Negotiate (ITN) No. 24-8291, “Immokalee Culinary Accelerator Lease and
Equipment Purchase” and authorize staff to begin negotiations with the top-ranked firm, Core Health Partners
Foundation Incorporated, so that a proposed agreement can be brought back for the Board’s consideration at a future
meeting.
OBJECTIVE: To approve the selection committee’s ranking of ITN No. 24-8291 and authorize staff to negotiate an
agreement for the Immokalee Culinary Accelerator Lease and Equipment Purchase.
CONSIDERATIONS: On June 11, 2024, the Board approved a recommendation to accept an update on the
performance of the Florida Culinary Accelerator at Immokalee and directed staff to release an Invitation to Negotiate
(ITN) (Agenda Item No 11.D).
On July 15, 2024, the Procurement Services Division released Invitation to Negotiate (ITN) No. 24-8291 for the
Immokalee Culinary Accelerator Lease and Equipment Purchase. By the August 19, 2024, deadline, the county received
three (3) submittals. All three (3) bidders were found to be responsive and responsible.
A Selection Committee met on September 4, 2024. The primary evaluation criteria included the Cover
Letter/Management Summary, Certified Woman and/or Minority Business Enterprise, Business Plan, Financial
Capability of the Firm, Experience and Capacity of the Firm, Compliance with Legal and Regulatory Requirements, and
Local Vendor Preference. After review of the proposals and deliberation, the Committee scored the proposals and final
ranked the three (3) firms. The Committee determined oral presentations were not required. The Committee selected
Core Health Partners Foundation Incorporated as the top-ranked firm.
Name Final Ranking
Core Health Partners Foundation
Incorporated
1
Las Palmas Logistics LLC d/b/a Del
Mono Fresh LLC
2
Carina's Manufacturing Inc. 3
Staff recommends that the Board approve the Selection Committee's ranking and authorize staff to begin negotiations
with the top-ranked firm, Core Health Partners Foundation Incorporated (CHPF).
From Core Health Partners Foundation's proposal…
"Core Health Partners Foundation (CHPF), a 501(c)(3) non-profit organization established in 2021, is dedicated to
receiving, holding, investing, and administering property for community benefit. We are committed to investing in
the accelerator and fostering a collaborative vision for the Immokalee community's growth. Our goal is to expand the
support for culinary entrepreneurs while expanding community support for new programs."
Upon successful negotiation with the top-ranked firm, staff will coordinate the termination of the existing lease and the
execution of a new lease with the awarded firm for the facility located at 170 Airpark Blvd, Units A and B, in
Immokalee, Florida. Pursuant to Article 6 of the existing lease agreement, the lease may be terminated for any reason
with 30 days prior written notice to the other party. Additionally, staff will negotiate the sale of the Immokalee Culinary
Accelerator equipment as part of the agreement.
Should negotiations with the top-ranked firm fail, the Board authorizes staff to negotiate with the second-ranked firm,
Las Palmas Logistics LLC d/b/a Del Mono Fresh LLC, and continue with the necessary steps noted above.
Page 1723 of 7162
10/22/2024
Item # 16.A.13
ID# 2024-784
FISCAL IMPACT: Core Health Partners Foundation Incorporated will pay the County for the Immokalee Culinary
Accelerator Lease and Equipment Purchase according to the conditions of the Agreement negotiated.
GROWTH MANAGEMENT IMPACT: This request is consistent with Objective 3 of the Economic Element of the
Collier County Growth Management Plan, which states: “Collier County will support programs which are designed to
promote and encourage the recruitment of new industry, as well as the expansion and retention of existing industries in
order to diversify the County’s economic base.”
LEGAL CONSIDERATIONS: This item has been approved as to form and legality and requires a majority vote for
Board approval.-DDP
RECOMMENDATIONS: To approve the selection committee’s ranking related to Invitation to Negotiate (ITN) No.
24-8291, “Immokalee Culinary Accelerator Lease and Equipment Purchase” and authorize staff to begin negotiations
with the top-ranked firm, Core Health Partners Foundation Incorporated, so that a proposed agreement can be brought
back for the Board's consideration at a future meeting.
PREPARED BY: Prepared by: Cormac Giblin, Director, Housing Policy & Economic Development
ATTACHMENTS:
1. 24-8291 NORA
2. 24-8291 Final Ranking
3. 24-8291 CORE HEALTH PARTNERS FOUNDATION INCORPORATED_Proposal
4. Culinary Lease and Extension
5. Solicitation - 24-8291
Page 1724 of 7162
Notice of Recommended Award
Solicitation: 24-8291 Title: Immokalee Culinary Accelerator Lease and Equipment Purchase
Due Date and Time: August 19, 2024, at 3:00 PM EST
Respondents:
Company Name City County State Final Ranking Responsive/Responsible
Core Health Partners Foundation
Incorporated
Immokalee Collier FL 1 Yes/Yes
Las Palmas Logistics LLC d/b/a Del
Mono Fresh LLC
Immokalee Collier FL 2 Yes/Yes
Carina's Manufacturing, Inc. Naples Collier FL 3 Yes/Yes
Utilized Local Vendor Preference: Yes No
Recommended Vendor(s) For Negotiation:
On July 15, 2024, the Procurement Services Division released Invitation to Negotiate (“ITN”) 24-8291 for the
“Immokalee Culinary Accelerator Lease and Equipment Purchase,” to two thousand seventy-four (2,074)
vendors. Four hundred fifty-six (456) vendors viewed the solicitation, and three (3) proposals was received by
the August 19, 2024, due date as noted above. The ITN was extended two (2) weeks during which time staff
conducted additional vendor outreach. Staff reviewed the proposals submitted and found all three (3) to be
responsive and responsible.
The Selection Committee convened on September 4, 2024. After review of the proposals submitted and
deliberation, the Committee scored the proposals and ranked the firms as shown above. The Committee
determined oral presentations were not required.
Staff is recommending negotiations with top ranked firm, Core Health Partners Foundation Incorporated.
Contract Driven Purchase Order Driven
Required Signatures
Project Manager:
Procurement Strategist:
Procurement Services Director:
__________________________________ _________________
Sandra Srnka Date
Docusign Envelope ID: A583BFD5-C350-4BB7-8AA1-CDF8BD7FA4AF
9/4/2024
9/4/2024
9/4/2024
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Selection Committee
Scoring Tabulation/Final Ranking
ITN #: 24-8291
Title: Immokalee Culinary Accelerator Lease and Equpment Purchase
Name of Firm Cormac Giblin Lincoln Price Roosevelt
Leonard Evelyn Trimino Christie
Betancourt Total Scores Final Ranking
Core Health Partners Foundation
Incorporated 74 43 78 82 57 334.00 1
Las Palmas Logistics LLC d/b/a Del
Mono Fresh LLC 55 47 67 51 56 276.00 2
Carina's Manufacturing Inc.41 37 73 28 58 237.00 3
Procurement Professional Date
Step 1: Upon direction by the Procurement professional, the individual selection committee member should provide their scoring of the proposals.
Step 2: The procurement professional will review the mathematically tabulated scores to determine preliminary ranking.
Step 3: The Committee will discuss if there is a need to bring back a number of the proposers for oral presentations.
Step 4: If no presentations are requested, the committee will discuss how many proposers will be brought back for negotiation.
9/4/2024Barbara Lance
Page 1 of 1
Docusign Envelope ID: A583BFD5-C350-4BB7-8AA1-CDF8BD7FA4AF
Page 1726 of 7162
County of Collier, FL
Procurement
-, -
3299 Tamiami Trail, East Naples, FL 34112
[CORE HEALTH PARTNERS FOUNDATION INCORPORATED] RESPONSE DOCUMENT REPORT
GEN No. 24-8291
Immokalee Culinary Accelerator Lease and Equipment Purchase
RESPONSE DEADLINE: August 19, 2024 at 3:00 pm
Report Generated: Tuesday, August 20, 2024
CORE HEALTH PARTNERS FOUNDATION INCORPORATED Response
CONTACT INFORMATION
Company:
CORE HEALTH PARTNERS FOUNDATION INCORPORATED
Email:
pthein@my-chp.org
Contact:
Paul Thein
Address:
429 N 1st Street
Immokalee, FL 34142
Phone:
(239) 302-9223
Website:
https://mycorehealthpartners.com/contact-us/
Submission Date:
Aug 18, 2024 9:15 PM
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Page 2
ADDENDA CONFIRMATION
Addendum #1
Confirmed Jul 30, 2024 6:14 PM by Paul Thein
Addendum #2
Confirmed Aug 5, 2024 5:51 PM by Paul Thein
QUESTIONNAIRE
1. I certify that I have read, understood and agree to the terms in this solicitation, and that I am authorized to submit this r esponse
on behalf of my company.*
Confirmed
2. Invitation to Negotiate (ITN) Instructions Form with Board Options*
Invitation to Negotiate (ITN) Instructions have been acknowledged and accepted
Confirmed
3. Collier County Purchase Order Terms and Conditions*
Collier County Purchase Order Terms and Conditions have been acknowledged and accepted.
Confirmed
4. Insurance Requirements*
Vendor Acknowledges Insurance Requirement and is prepared to produce the required insurance certificate(s) within five (5) da ys of
the County's issuance of a Notice of Recommended Award.
Confirmed
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[CORE HEALTH PARTNERS FOUNDATION INCORPORATED] RESPONSE DOCUMENT REPORT
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Page 3
5. Collier County Required Forms
PROPOSAL SUBMITTAL*
Please submit a proposal per Evaluation Criteria outlined in Solicitation.
Immokalee_Culinary_Bid-_Cover_Letter_and_Proposal_Response_CHPF.pdf
VENDOR DECLARATION STATEMENT (FORM 1)*
Vender_Decloration_Statement.pdf
CONFLICT OF INTEREST CERTIFICATION AFFIDAVIT (FORM 2)*
Conflict_of_Interest_Affidavit.pdf
IMMIGRATION LAW AFFIDAVIT CERTIFICATION (FORM 3)*
Immigration_Affidavit.pdf
CERTIFICATION FOR CLAIMING STATUS AS A LOCAL BUSINESS (FORM 4) IF APPLICABLE
Local_Vender_Preference.pdf
Core_Health_Partners_Foundation-Collier_Business_Tax_License.pdf
REFERENCE QUESTIONNAIRE (FORM 5)*
The vendor submits no fewer than three (3) and no more than ten (10) completed reference forms from clients (during the last 5 years) whose projects are of a
similar nature to this solicitation as a part of their proposal.
Reference_Questionaire-_Form_5-_Core_Health_Partners.pdf
Referal-_Core_Health_Partners_Foundation-_Med_Fit.pdf
Reference_Questionaire-_Form_5-_Healthcare_Network.pdf
Reference_Questionaire-_Form_5-_BlueZones.pdf
Referal-_Core_Health_Partners_Foundation-_U_of_Central_Florida_Hospitality.pdf
Center_for_Health_Perfomance-_Emilo_Sanchez.pdf
Ref-_Form_5-_Medical_Director_for_the_Togetherhood_Initiative-_Dr_John_Querci.pdf
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Page 4
W-9 FORM*
Florida_Substitute_W9.pdf
PROOF OF STATUS FROM DIVISION OF CORPORATIONS - FLORIDA DEPARTMENT OF STATE (SUNBIZ)*
http://dos.myflorida.com/sunbiz/ should be attached with your submittal.
Good_Standing_Sec_of_State-CHP_FOUNDATION.pdf
E-VERIFY - MEMORANDUM OF UNDERSTANDING*
Vendor MUST be enrolled in the E-Verify - https://www.e-verify.gov/ at the time of submission of the proposal/bid. E-Verify
Memorandum of Understanding or Company Profile page should be attached with your submittal.
E-Verify_MOU-_Core_Health_Partners_Foundation.pdf
CERTIFIED WOMAN AND/OR MINORITY BUSINESS ENTERPRISE
Submit certification with the Florida Department of Management Service, Office of Supplier Diversity as a Certified Woman and/or
Minority Business Enterprise.
No response submitted
SIGNED ADDENDA
Addendum_1-_Solicitation_#24-8291_Signed_-Core_Health.pdf
Immokalee_Admendum_#2.pdf
MISCELLANEOUS DOCUMENTS
Develpment-Profile-Core_Health_Partners.pdf
COMPANY_COLLABORATION_with_Core_Health_Partners_Foundation_.pdf
MOU-_St_Mathews_House_&_Core_Health_Partners.pdf
Signed_Final_Version_Contract-_UCF-CHPF_-_FE.pdf
MOU-_KP_Manish_Global_and_CHP_Foundation.pdf
Ayanna_Brown-Regulatory_Experience.pdf
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Press_Release_-Dr._Carolina_Castelli_Figley_as_New_Chief_Clinical_Pathway_Officer_(1).pdf
ServSafe_-Certificate_-Dr_Figley-_CHP_FOUNDATION.pdf
DR_Figley_State_Dept_of_Agriculture-_SFSP_Sponsor-_CHPFoundation.pdf
Core_Health_Partners_Foundation_2023_990-_Taxes.pdf
Core_Health_Partners_Foundation-_Balance_Sheet_and_Income_Statement_.pdf
6. Local Vendor Preference Certification
STATE OF FLORIDA (SELECT COUNTY IF VENDOR IS DESCRIBED AS A LOCAL BUSINESS)
Collier County
LOCAL VENDOR CERTIFICATION
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 withi n 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 o f 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.
Under penalties of perjury, I certify that the information shown on this response is correct to my knowledge
Confirmed
Page 1731 of 7162
Core Health Partners Foundation Incorporated
429 N 1st St. Immokalee, Florida 34142
Barbara Lance
Procurement Strategist I
3295 Tamiami Trail East, Bldg. C-2
East Naples, FL 34112
Subject: Intent to Purchase and Lease: Immokalee Culinary Equipment and Space
Dear Barbara Lance,
We are pleased to submit this letter as the Core Health Partners Foundation’s (CHPF) formal intent to purchase the culinary
equipment at the Immokalee accelerator and lease the associated space. Our goal is to expand the support for culinary
entrepreneurs while expanding community support for new programs.
Core Health Partners Foundation (CHPF), a 501(c)(3) non-profit organization established in 2021, is dedicated to receiving,
holding, investing, and administering property for community benefit. We are committed to investing in the accelerator and
fostering a collaborative vision for the Immokalee community's growth.
Currently, the accelerator accommodates only 14 active members with month-to-month leases, which presents a challenge.
However, CHPF believes that through collaboration and strong leadership, we can expand the culinary entrepreneur programs
and introduce new initiatives that benefit the economy and health of the community.
CHPF has been actively engaged in the Immokalee community since 2021, where we launched the Togetherhood Initiative
Center. This initiative focuses on collaboration, cost-sharing, and addressing community needs. Our programs, including
nutrition education offered in Spanish, English, and Haitian Creole, and a nationally recognized diabetes self-management
program funded by Medicaid, have made significant impacts. In 2023, CHPF was named one of the Top 100-Companies in the
USA for Health Equity by KPMG.
Our proposal highlights our experience in managing collaborative initiatives, such as a high-level nutrition education program
that could thrive at the Accelerator. Our vision centers on supporting food entrepreneurs and meeting community needs. We
have assembled a team of expert advisors to uphold our fiduciary responsibilities and ensure community access to national
expertise in relevant fields. Our structure includes commitments from local restaurant owners, the hospitality industry,
nutrition educators, and professors of agriculture, food safety experts, and specialists in medical and regulatory compliance.
Our plan involves motivating more culinary entrepreneurs and utilizing the space for nutrition education, including cooking
courses and industry certifications during off-production hours. Funding for these services will come from third-party medical
reimbursements, grants, and fees for services, thereby strengthening the Accelerator's foundation and providing valuable
services to the Immokalee region.
Thank you for considering our proposal. We look forward to meeting with the selection committee in person to discuss this
opportunity further.
STRONGER TOGETHER!
Yours in Strengthening the Community,
Paul J. Thein, ED.S.
CEO/ President
Page 1732 of 7162
Core Health Partners Foundation Incorporated
429 N 1st St. Immokalee, Florida 34142
MANAGEMENT SUMMARY
Core Health Partners Foundation boasts a wealth of experience in managing shared environments, including: - Medical
clinics at Collier YMCAs (Marco and Naples) – The Center for Health Performance at Sanchez Tennis Academy (North
Naples) – The Togetherhood Initiative Center at David Lawrence Center (Immokalee).
Operating under the guidance of CEO Paul Thein, who brings: a Master's in Management, an Educational Specialist
degree in Leadership and 30+ years of leadership experience. This project proposal is bolstered by: - Expertise in all
areas of entrepreneurship and business leadership - A supportive ecosystem that we have cultured that aligns the
wisdom of for-profit and non-profit companies to work together, and strong, experienced leaders serving as advisors. –
This comprehensive umbrella of expertise for the Immokalee Culinary Accelerator ensures effective management,
strategic guidance, and ultimate success for the Culinary Accelerator in benefit of the community
A narrative of the companies and our advisors is included in 5.12. Misc. Docs. with our submittal.
MANAGEMENT COMMITTEE BOARD
Accelerator Advisory Committee
Dennis J, Thein, Board Chair
Business Management/ Fiscal Support
John K Paul CPA, CFO, Accountant
Experience supporting small businesses and nonprofits
Jon Garnaas, Treasurer
Leader in developing and managing collaborative wellness environments
Aynna Brown, Chair of Regulatory Process
Extensive laboratory management experience and versed in FDA Regulations
Carolina Figley, MD. RDN/ MPH, Chair of Nutrition/ Food Compliance
Chief Clinical Pathway Officer
Dr. Chait Rendu, Chair of Research, Grants and Entrepreneurship Pathway
UCF Assistant Professor Venture Accelerator Staff
Chef Ralph Feraco, CEC, AAC, Chair of Culinary
Past-President of the American Culinary Federation Caxambas Chapter
Danny Gonzalez, Chair of Immokalee’s Community Rep
Owner/ Lozano’s Mexican Restaurant/ Immokalee Chamber President
Manager Accelerator Advisory Committee
Paul J. Thein, ED.S., Accelerator Project Manager
CEO of Core Health Partners Foundation, Community Liaison
Page 1733 of 7162
Core Health Partners Foundation Incorporated
429 N 1st St. Immokalee, Florida 34142
BUSINESS PLAN
OVERVIEW OF CORE HEALTH PARTENRS FOUNDATION
Core Health Partners Foundation Incorporated is a 501(c)(3) non-profit organization established in Florida, dedicated to
charitable, educational, and scientific pursuits. Our purpose is to: - Receive, hold, invest, own, and administer assets -
Make expenditures that benefit community needs We achieve this through: - Cultivating and aligning strategic
partnerships - Effective resource allocation - Case management strategies for sustainable solutions Our mission is to
address community needs and drive positive impact through collaborative efforts and responsible stewardship.
LEADERSHIP
Dennis J. Thein, Board Chair
As a seasoned entrepreneur and businessman, Dennis Thein brings a wealth of experience to
the Core Health Partners Foundation. His achievements include: - Leading one of America's
oldest water well drilling companies - Successfully navigating business management and
fiduciary responsibilities Now a full-time Collier County resident, Dennis dedicates his
philanthropic efforts to the Core Health Partners Foundation, ensuring: - Efficient operations -
Mission relevance - Community impact With his extensive entrepreneurial background, Dennis
provides expert guidance for Core Health Partners' operational oversight of innovative
community benefit ventures, such as the Immokalee Culinary Accelerator. His leadership
ensures the organization's sustainability and effectiveness in driving positive change.
Full Bio available online: https://mycorehealthpartners.com/core-health-partners-team/dennis-thein/
Jon Garnaas, Treasurer
As a pioneering leader in the health and wellness industry, Jon Garnaas has dedicated his career to
creating transformative environments that foster community wellness. As President of Healthy
Living Centers of America, he has: - Designed and developed innovative health and wellness spaces -
Delivered supportive environments that integrate clinical services, social support, and retail wellness
solutions - Played a crucial role in chronic disease prevention and community health empowerment
Notably, Jon led the development of the YMCA's first Healthy Living Center in Clive, Iowa,
establishing a model for community-centric wellness hubs. His visionary expertise will guide the
Immokalee Accelerator's business operations, driving strategic growth and community impact.
See Development Profile in 5.12. Misc. Docs. with our submittal for Jon’s Experience.
John K. Paul, CPA, Accountant
As the owner of iCFO Consulting Inc., a boutique accounting firm, John K. Paul (JP) specializes in
empowering small businesses, nonprofits, and churches to achieve financial clarity and success. His
expertise encompasses: - Accounting management - Tax strategy - Compliance solutions JP's
community involvement is extensive, with board memberships and leadership roles in: - Community
Foundation of Collier - One-By-One Leadership Foundation (Treasurer) - Taste of Immokalee
(Treasurer) - Bayshore Education Center (Founding Board Member) As Chair of Finance for the
Immokalee Accelerator, JP brings his financial acumen and nonprofit expertise to drive strategic
growth and fiscal responsibility.
Full Bio available online: https://mycorehealthpartners.com/core-health-partners-team/john-k-paul/
Page 1734 of 7162
Core Health Partners Foundation Incorporated
429 N 1st St. Immokalee, Florida 34142
MANAGEMENT
Paul J. Thein, ED.S. Accelerator Project Manager
With over 30 years of experience in managing community programs and partnerships, Paul Thein
brings a wealth of expertise to the Immokalee Accelerator project. His notable achievements
include: - Culinary facility oversight at the college level - Community education and outreach
initiatives - Partnerships with food, gardening, and nutrition education projects In collaboration
with award-winning Chef Ralph Feraco, Paul developed: - A culinary demonstration kitchen at the
Naples YMCA - The acclaimed "Beyond the Plate" program for youth and adults As CEO of the
Waycross Georgia YMCA, Paul led a successful marketing effort, "Georgia Fresh & Local," promoting
healthy food and exercise in partnership with: - Georgia State Parks - The Governor's Office Paul's
extensive experience and proven track record make him an ideal Project Manager for the
Immokalee Accelerator, driving its mission to foster culinary innovation and community growth.
Full Bio available online: https://mycorehealthpartners.com/core-health-partners-team/paul-thein/
Full-time Administrative Manager Position
Core Health Partners Foundation is committed to employee a fulltime management position to
support the day to day operational needs of this project. Additional positions of support will be added
as the accelerator project revenues allow.
SUPPORT
Aynna Brown, Regulatory Expertise
Aynna Brown is a highly skilled professional with a strong scientific background and extensive
laboratory management experience. She possesses in-depth knowledge of FDA Regulations across
various industries, including: - Pharmaceutical - Medical Device - Biotechnology - Active
Pharmaceutical Ingredients (API) - Dietary Supplements - Food and Beverage Aynna's expertise
ensures compliance and adherence to regulatory requirements, making her an invaluable asset to
the Immokalee Accelerator team. Her proficiency in navigating complex regulatory landscapes
enables entrepreneurs and businesses to successfully bring their products to market.
See Ayanna Brown-Regulatory Experience in 5.12. Miscellaneous Documents area of our submittal.
Dr. Chait Rendu Research, Grants, and Entrepreneurship Pathways
As an Assistant Professor at the Rosen College of Hospitality Management, Department of Tourism,
Events, and Attractions, Dr. Rendu brings a wealth of expertise in entrepreneurship and business
growth. His experience as a growth strategist at the University of Central Florida's Business
Incubator has equipped him with a unique ability to coach and mentor startups, having supported
over 100 emerging businesses. Dr. Rendu's passion lies in business accelerators and community
healthcare-related entrepreneurial programs, focusing on supporting emerging markets and driving
innovation. His involvement in the Immokalee Accelerator project leverages his expertise to foster
economic growth, community development, and entrepreneurial success.
Page 1735 of 7162
Core Health Partners Foundation Incorporated
429 N 1st St. Immokalee, Florida 34142
MARKET ANALYSIS
Our comprehensive market analysis, conducted through personal interviews with key stakeholders, reveals a promising
opportunity for growth in the culinary sector in Immokalee. Our research encompassed: - Immokalee business leaders -
Representatives from multiple universities - Members of the Culinary Federation - Greater Immokalee Chamber of
Commerce - K-12 School officials - ITech - Members of the Seminole Nation These insights collectively indicate a strong
demand for innovative culinary initiatives, supporting the launch of the Immokalee Accelerator as a: - Center for Culinary
Innovation - Hub for Nutrition Education By capitalizing on this opportunity, we can drive economic growth, foster
community development, and establish Immokalee as a culinary destination.
MARKETING STRATEGY
Core Health Partners fosters a thriving community through a collaborative approach, built on partnerships, integration
with local businesses, and a network of dedicated volunteers. Our mission is to unite the Immokalee neighborhood,
addressing challenges and seizing opportunities through a supportive ecosystem. Key components of our strategy
include: - Collaborative partnerships with Core Health Partners Foundation and Togetherhoods Initiative, a sister non-
profit focused on building relationships within the non-profit community - Active recruitment of businesses, non-profits,
professionals, and volunteers to offer new services and support community-strengthening initiatives - Empowering
community leaders to guide and manage the environment, ensuring a lasting impact To promote the Immokalee
Accelerator, we will leverage the Togetherhood brand, positioning it as a: - Center for Culinary Innovation - Hub for
Nutrition Education This strategic approach will showcase the Accelerator's value, attracting support and engagement
from the community, while driving growth and positive change in Immokalee.
Page 1736 of 7162
Core Health Partners Foundation Incorporated
429 N 1st St. Immokalee, Florida 34142
Accelerator Advisory Committee
ENGAGEMENT
Chef Ralph Feraco, CEC, AAC Culinary Advisor & Liaison
As a renowned culinary expert and Past-President of the American Culinary Federation Caxambas
Chapter, Chef Ralph Feraco brings a wealth of experience and accolades to Core Health Partners. His
impressive achievements include: - Winning over 45 culinary awards - International Gold and Silver
Medals at the 2004 and 2008 Culinary Olympics in Erfurt, Germany - Two Gold Medals in the Chef
Super Challenge in 2008 and 2009
As leader of Core Health Partners' Culinary Advisory Committee, Chef Feraco will serve as a vital
liaison between the organization and the culinary community in SW Florida, connecting with: -
Culinary professionals - Food entrepreneurs - Restaurateurs His expertise and network will facilitate
collaboration, drive innovation, and foster a thriving culinary ecosystem in the region.
View Full Video of Chef Ralph’s Work in the Collier Community: https://vimeo.com/232149095
Danny Gonzalez, Immokalee Community Representative
As a respected restaurateur and owner of Lozano's Mexican Restaurant, Danny Gonzalez brings a
wealth of knowledge and experience to the Immokalee Accelerator team. His leadership extends to
his role as former Chairman of the Immokalee Eastern Chamber of Commerce, solidifying his
commitment to the community's growth and development. Danny's roots in Immokalee run deep,
having grown up working in the fields alongside his family. This unique perspective grants him a
comprehensive understanding of the community's diverse aspects, enabling him to effectively
bridge the gap between local needs and the Accelerator's initiatives. With his extensive network
and insight into the Immokalee community,
Danny plays a vital role in shaping the Accelerator's strategies and ensuring their alignment with the
community's goals and aspirations.
Dr. Carolina Figley, MD, RDN, MPH, Nutrition and Food Compliance Expert
As the Chief Clinical Pathway Officer for Togetherhood Pathway Program, Dr. Carolina Figley
spearheads initiatives integrating clinical excellence with community wellness. A physician and
licensed dietitian, she holds a Master's degree in Community Health and is certified in ServSafe in
Florida. Her expertise extends to food handling and state compliance, having served as a site
compliance inspector. Dr. Figley will lead Core Health Partners' educational program, ensuring
restaurants and retail food handlers adhere to the U.S. Food and Drug Administration's (FDA)
regulations, guaranteeing public safety through: - Expert guidance on FDA compliance - Educational
programs for food handlers - Oversight of food safety protocols Her comprehensive background in
medicine, nutrition, and community health makes her an invaluable asset to the Immokalee
Accelerator team.
See Development Profile in 5.12. Misc. Documents with our submittal for Dr. Figley’s full bio.
Page 1737 of 7162
Core Health Partners Foundation Incorporated
429 N 1st St. Immokalee, Florida 34142
INTENDED USE OF THE CULINARY ACCELERATOR
Togetherhood, Our Community Benefit Approach
1. Empowering Culinary Entrepreneurs
Our mission is to create a vibrant culinary ecosystem in Immokalee, empowering existing professionals and
attracting innovative entrepreneurs. To achieve this, we will: - Foster strong relationships with local culinary experts,
tapping into their expertise and passion - Collaborate with renowned leaders like Chef Ralph Feraco, who will chair
our Advisory Committee, bringing his award-winning expertise and successful track record in food entrepreneurship
and education - Leverage the collective strengths of our team, including: - Paul Thein, Core Health Partners
Manager, with his experience in food entrepreneurship and education - Aynna Brown, Regulatory expert, ensuring
compliance and smooth operations - Dr. Chair Rendu, with his extensive experience operating business accelerators
and global connections in hospitality, providing valuable insights and networks By combining these strengths, we will
establish a thriving culinary hub in Immokalee, driving innovation, growth, and success.
Our mission is to establish a supportive ecosystem for existing culinary professionals while attracting innovative food
entrepreneurs to the Immokalee Accelerator. We will achieve this by: - Building strong relationships with local
culinary experts - Partnering with esteemed leaders like Chef Ralph Feraco, an award-winning culinary professional,
who will guide our Advisory Committee - Leveraging the successful collaboration between Chef Feraco and Paul
Thein, Core Health Partners Manager, Aynna Brown a Regulatory expert, alongside Dr. Chair Rendu who has
experience operating business accelerators and connections throughout the world in the area of hospitality.
By fostering a culture of innovation and support, we aim to create a thriving hub for culinary entrepreneurship in
Immokalee.
2. Supporting the Immokalee Region and Local Businesses
In response to community feedback, we would offer freezer space rentals and open hours for catering and cooking.
This initiative aims to support the needs of local Immokalee restaurants, food trucks, and catering services, while
generating revenue to sustain our operations.
Participants may also be interested in our additional services, such as the ServSafe program.
2B) Recognizing the significance of community collaboration, we seek to establish a connection with the Seminole
Nation. Our objectives include: - Understanding their business needs in hospitality and food regulations - Offering
training and support in these areas - Collaborating on diabetes prevention and self-management initiatives,
leveraging our clinical expertise.
By fostering this partnership, we aim to promote mutual growth, knowledge sharing, and improved health
outcomes.
3. Piloting Innovative "Food as Medicine" and Nutraceutical "Plant-Based" Packaging
Launching a Food as Medicine Program in Collaboration with St. Mathew's
House Medically tailored meals play a crucial role in addressing poor health
outcomes linked to food insecurity, supporting complex care needs, and
meeting specialized dietary requirements. By developing and piloting a Food as
Medicine program in partnership with St. Matthew's House, we aim to: - Better manage chronic conditions - Reduce
hospitalizations - Revolutionize healthcare through culinary innovation
Our vision for the Culinary Accelerator is to spearhead a "Food as Medicine" production program, harnessing the
power of food to transform lives and communities.
See MOU St Mathews House & Core Health Partners in 5.12. Miscellaneous Documents with our submittal.
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Core Health Partners Foundation Incorporated
429 N 1st St. Immokalee, Florida 34142
INTENDED USE- CONTINUED
3B) Pilot International Nutraceuticals Packaging and Shipping from the Accelerator
The nutraceutical industry, led by India and China, has gained significant traction in the US post-
Covid. Core Health Partners Foundation has been engaged by KP Manish Global Ingredients,
Private Limited, a leading provider of plant-based medicine, to facilitate their entry into the
American market. We propose the Immokalee community and the Culinary Accelerator as the
ideal location to pilot test, package, and ship their products to local stores. If successful, this could
establish the Accelerator as a central hub for their US packaging and shipping operations. The
alignment between the nutraceutical product line and Immokalee's farming production presents a
synergistic opportunity, enabling local farmers to benefit from this growing market while contributing to the
community's economic development.
See MOU- KP Manish Global & CHP Foundation in 5.12. Misc. Documents with our submittal.
4. Certified Summer Break-Spot Sponsor and Food Vendor
Core Health Partners Foundation has successfully obtained the necessary
credentials to manage the Summer Break Spot program, a federally funded
program addressing summer hunger in Florida. We aim to prepare
nutritious meals for children at the Accelerator. Our vision is to collaborate
with non-profits, such as St. Matthew's House Culinary Training Program and the CCPS school system, to create jobs
while feeding the hungry. As a community Summer Break Spot food vendor, we will provide nutritious meals at no cost
to children 18 and under using the Accelerator, generating revenue for our operations.
4B) Mobile Feeding Bus
To overcome transportation barriers, we will adopt the concept to bring on a mobile feeding bus model, successfully
mimicking by the Manatee County School Board Hot Spot model. This approach delivers meals directly to children in
need.
5. Establishing a Nutrition Education and Medical Nutrition Hub of Excellence for Collier County
Upon diagnosis, individuals with diabetes often ask, "What can I eat?" Core
Health Partners Foundation will license the Culinary Accelerator to offer the
American Diabetes Association's education program, addressing this critical
question. Collier County faces a higher prevalence of diabetes (11.4%) than the
national average, with Immokalee reporting a staggering rate of 23.6%.
Unhealthy diets, characterized by processed foods, sugary drinks, and saturated
fats, significantly contribute to this issue. To combat this, we will provide
nutrition education classes for individuals and families, empowering them to
understand the impact of nutrition on diabetes management. Our courses, taught in multiple languages (English,
Spanish, and Haitian Creole), are Medicaid-funded and designed to accommodate diverse needs. In 2023, we
awarded over $74,000 in scholarships to support those unable to afford copays or lacking insurance. We plan to
expand this program, leveraging the Accelerator and culinary professionals to teach healthy cooking and nutrition,
and secure additional scholarships to sustain this vital community initiative.
Marie Pierrelus, RDN Nohely Torres, RDN Lindy Abed, RDN Carolina Figley, MD, RDN
Speaks Eng., Span, Creole Speaks Eng., Span Speaks Eng., Span
Page 1739 of 7162
Core Health Partners Foundation Incorporated
429 N 1st St. Immokalee, Florida 34142
INTENDED USE- CONTINUED
6. Implementing Trainings, Certifications, and Licensing Programs to Strengthen the Workforce
Under the leadership of Dr. Carolina Figley, will establish a ServSafe certificate program at the Culinary Accelerator in
Immokalee. ServSafe, developed by the National Restaurant Association, ensures restaurants and food handlers comply
with FDA regulations, guaranteeing public safety.
Core Health Partners will offer new certificate programs addressing regulatory education and mandated Department of
Health food trainings to meet the communities’ restaurant industry needs while enhancing workforce development skills
for job placement.
6B.) Alignment and Connectivity with iTech Technical College Our vision is to collaborate with area chefs and regulatory
professionals to provide advanced certificate training, benefiting ITech students and aligning with industry needs. By
implementing these initiatives, we aim to strengthen the workforce, ensure regulatory compliance, and foster a skilled
and competitive workforce in the culinary industry.
7. Collaborating with UCF Hospitality Management for Research, Grants, and Innovation
Core Health Partners Foundation is proud to partner with the University of Central
Florida's Rosen College of Hospitality Management, ranked No. 1 in the US, on a
comprehensive community research project. This initiative aims to advance health
equity in Immokalee and Collier County, driving meaningful change and
improvement. Through this collaboration, we will leverage research findings to
inform and strengthen grant applications, securing vital funding for community
education, health initiatives, and research programs. By combining our expertise
with UCF's academic excellence, we will pioneer innovative solutions, foster
positive impact, and enhance the wellbeing of our community.
See Signed Final Version Contract UCF- CHPF in 5.12. Misc. Docs. Area of our submittal.
8. Pursuing Philanthropic and Grant Support for Community Education
Core Health Partners Foundation conducted a thorough analysis of the medical histories of 233 children participating in
the Obesity Pathway program, revealing a striking prevalence of family diabetes: 47% (109 children) have a family
history of diabetes. Leveraging this critical data and the Culinary Accelerator as a dynamic educational tool, we will align
our initiatives with the broader Collier County Community health needs. To ensure the long-term sustainability of our
programs and the Accelerator, we will actively seek support from esteemed organizations such as the Naples Children
and Education Foundation, American Diabetes Association, and other relevant sources. By securing philanthropic and
grant support, we aim to drive lasting change and financial stability for the Accelerator, ultimately benefiting the
community we serve.
Page 1740 of 7162
Core Health Partners Foundation Incorporated
429 N 1st St. Immokalee, Florida 34142
BUSINESS PLAN
Culinary Accelerator-5274 Square Feet
170 Airpark Blvd, Ste 103, Immokalee, FL 34142
2024-2026
YEAR ONE-2024
Narrative of Year One
Sept-December 31, 2024
Core Health Partners Foundation is poised to assume management of the Immokalee Accelerator in Q4 2024, with a
focus on establishing sustainable systems and measurable outcomes that strengthen our community. Led by Paul Thein,
a seasoned administrator with over 30 years of experience in community collaborations, federal grant oversight,
community wellness centers, and college food service operations, our team is well-equipped to drive success. Thein's
expertise extends to creating and implementing food entrepreneur and community health education programs, with a
focus on nutrition. His credentials include certification as a Sponsor of the Florida Department of Agriculture and
Consumer Service Summer Feeding Program in 2019, demonstrating his understanding of regulatory standards in food
handling. Our budget supports Thein with an office manager to ensure seamless day-to-day operations and budget
planning. Additionally, we have assembled a team of expert advisors who are leaders in the culinary and business
industries, providing comprehensive guidance to guarantee our project's success. As revenues and business lines grow,
we plan to expand support positions for the Culinary Accelerator in years two, three, and beyond, ensuring the long-term
sustainability and impact of our initiative.
QTR 4- 2024
Monthly Expense-
Rent $3,012.19
Maintenance $100. 00
Debt Service $1,647.00
1-Office Manager $4,659.20
Office Expense $2,840.80
TOTAL EXPESNE $12,259.19
Monthly Revenue-
CHP Rent $3,504.00
2-Current Tenants $4,130.00
Other Access $2,400.00
Other Support $2,230.00
TOTAL REV. $12,264.00
NET REVENUE ($4.81)
1) General Office Manager is a contract employee with an annual salary of $55,910.40.
2) Based on 14-active members at the accelerator with month-to-month memberships
Page 1741 of 7162
Core Health Partners Foundation Incorporated
429 N 1st St. Immokalee, Florida 34142
YEAR TWO- 2005
QTR 1- 2025 QTR 2- 2025 QTR 3- 2025 QTR 4- 2025
Monthly Expense- Monthly Expense- Monthly Expense- Monthly Expense-
Rent $3,012.19 Rent $3,012.19 Rent $3,012.19 Rent $3,012.19
Maintenance $100. 00 Maintenance $100. 00 Maintenance $100. 00 Maintenance $ 100. 00
Debt Service $1,647.00 Debt Service $1,647.00 Debt Service $1,647.00 Debt Service $1,647.00
1-Office Manager $4,659.20 1-Office Manager $4,659.20 1-Office Manager $4,659.20 1-Office Manager $4,659.20
Office Expense $2,840.80 Office Expense $2,840.80 Office Expense $2,840.80 Office Expense $2,840.00
3-Grant Expense $500.00 3-Grant Expense $750.00 3-Grant Expense $1,250.00 3-Grant Expense $1,250.00
Trainings $250.00 Trainings $250.00 Trainings $250.00 Trainings $250.00
TOTAL EXPENSE $13,009.19 TOTAL EXPENSE $13,259.19 TOTAL EXPENSE $13,759.19 TOTAL EXPENSE $13,759.19
Monthly Revenue- Monthly Revenue- Monthly Revenue- Monthly Revenue-
CHP Rent $3,504.00 CHP Rent $3504.00 CHP Rent $3,504.00 CHP Rent $3,504.00
2- Current Tenants $5,130.00 2- Current Tenants $5,130.00 2- Current Tenants $5,130.00 2- Current Tenants $6,130.00
Other Access $2,400.00 Other Access $2,400.00 Other Access $2,400.00 Other Access $2,400.00
3-Grant Rev. 3-Grant Rev. $5,625.00 3-Grant Rev. $5,625.00 3-Grant. Rev. $5,625.00
Trainings $1,000.00 Trainings $1,200.00 Trainings $1,500.00 Trainings $1,500.00
Other Support $2,230.00 Other Support $2,230.00 Other Support $2,230.00 Other Support $2,230.00
TOTAL REV. $14,264.00 TOTAL REV. $20,089.00 TOTAL REV. $20,389.00 TOTAL REV. $21,389.00
NET REVENUE $1,254.81 NET REVENUE $6.829.81 NET REVENUE $6,629.81 NET REVENUE $7,629.81
1) General Office Manager is a contract employee with an annual salary of $55,910.40.
2) Based an increase of 6 new memberships (20- active) at the Accelerator with month-to-month memberships
3) Grant Support for Community Education, Health, Research (#7 as Explained in INTENDED USE OF THE CULINARY ACCELERATOR)
Testing conducted by the University of Florida (April 2022- March 2023 in
Immokalee revealed that 49.4 of the children were overweight or obese.
Core Health Partners Foundation proposes an innovative and collaborative medical nutrition program for the
Immokalee Culinary Accelerator, featuring:
Small group classes led by licensed dietitians and community chefs
Multilingual instruction to accommodate diverse participants
Group and family settings to foster community engagement
Scheduling that complements culinary production hours, avoiding conliicts
Utilization of the conference room area for classes
Core Health Partners program, is recognized to meet the National Standards of
the American Diabetes Association and aims to educate and empower
participants on learning sustainable healthy eating habits, nutrition, and
culinary skills. This new program would supporting the culinary accelerator's
mission and operations. By offering these classes, the Immokalee Culinary
Accelerator could become a hub for holistic wellness and community
development.
Shown in the photo: Dr. Carolina Figley and Nohely Torres, RD/N show take a photo with the American Diabetes Association (ADA)
certificates of recognition for their work in nutrition to the National standards as set by the ADA.
Page 1742 of 7162
Core Health Partners Foundation Incorporated
429 N 1st St. Immokalee, Florida 34142
YEAR THREE-2026
QTR 1- 2026 QTR 2- 2026 QTR 3- 2026 QTR 4- 2026
Monthly Expense- Monthly Expense- Monthly Expense- Monthly Expense-
Rent $3,012.19 Rent $3,012.19 Rent $3,012.19 Rent $3,012.19
Maintenance $100. 00 Maintenance $100. 00 Maintenance $ 100. 00 Maintenance $ 100. 00
Debt Service $1,647.00 Debt Service $1,647.00 Debt Service $1,647.00 Debt Service $1,647.00
1-Office Manager $4,659.20 1-Office Manager $6,659.20 1-Office Manager $6,659.20 1-Office Manager $6,659.20
Office Expense $7,500.00 Office Expense $7,500.00 Office Expense $7,500.00 Office Expense $7,500.00
3-Grant Expense $4,000.00 3-Grant Expense $6,000.00 3-Grant Expense $6,000.00 3-Grant Expense $6,000.00
Trainings $500.00 Trainings $500.00 Trainings $500.00 Trainings $500.00
4. Break Spot Exp. 4. Break Spot Exp. $1,500.00 4. Break Spot Exp. $5,000.00 4. Break Spot Exp. $2,000.00
5. Medical Meals $10,000.00 5. Medical Meals $10,000.00 5. Medical Meals $10,000.00 5. Medical Meals $10,000.00
TOTAL EXPENSE $31,418.39 TOTAL EXPENSE $36,918.39 TOTAL EXPENSE $40,418.39 TOTAL EXPENSE $40,418.39
Monthly Revenue- Monthly Revenue- Monthly Revenue- Monthly Revenue-
CHP Rent $3,504.00 CHP Rent $3,504.00 CHP Rent $3,504.00 CHP Rent $3,504.00
2- Current Tenants $6,130.00 2- Current Tenants $6,130.00 2- Current Tenants $6,500.00 2- Current Tenants $6,500.00
Other Access $2,400.00 Other Access $2,400.00 Other Access $2,400.00 Other Access $2,400.00
3-Grant Rev. $11,250.00 3-Grant Rev. $22,000.00 3-Grant Rev. $22,00.00 3-Grant Rev. $22,000.00
Training Rev. $2,000.00 Training Rev. $2,200.00 Training Rev. $2,500.00 Training Rev. $2,500.00
4. Break Spot Rev, 4. Break Spot Rev. 4. Break Spot Rev. $20,000.00 4 .Break Spot Rev. $10,000.00
5. Medical Meals $18,000.00 5. Medical Meals $18,000.00 5. Medical Meals $18,000.00 5. Medical Meals $18,000.00
Other Support $2,230.00 Other Support $2,230.00 Other Support $2,230.00 Other Support $2,230.00
TOTAL REV. $45,514.00 TOTAL REV. $56,264.00 TOTAL REV. $74,974.00 TOTAL REV. $64,974.00
NET REVENUE $14,095.10 NET REVENUE $19,345.51 NET REVENUE $34,555.61 NET REVENUE $24,555.61
1) General Office Manager is a contract employee with an annual salary of $55,910.40.
2) Based an increase of 6 new memberships (20- active) at the Accelerator with month-to-month memberships
3) Grant Support for Community Education, Health, Research (#7 as Explained in INTENDED USE OF THE CULINARY ACCELERATOR)
4) Summer Break Spot Food Vendor and Sponsor (# 4 as Explained in INTENDED USE OF THE CULINARY ACCELERATOR)
5) Medical Meals (# 3 as Explained in INTENDED USE OF THE CULINARY ACCELERATOR)
Page 1743 of 7162
Core Health Partners Foundation Incorporated
429 N 1st St. Immokalee, Florida 34142
FINANCIAL CAPACITY OF CORE HEALTH PARTNERS FOUNDATION
Core Health Partners Foundation, a 501c3 organization established in 2021, has achieved rapid growth and national
recognition for its excellence in delivering health equity. Our expertise includes operating the Center for Health
Performance in Naples and contributing to the development of the Togetherhood Initiative Center in Immokalee, where
we successfully led a project funding a 50% match for renovations and provided $74,000 in scholarships for at-risk
children.
Due to the Togetherhood Initiative project's popularity, we are expanding our services to a new location that offers more
space. Our proposal for the Culinary Accelerator would expand on that plan as we would be able to: - Relocate bilingual
nutritionists to the Accelerator - License the facility for medical reimbursements - Transfer existing overhead costs to
support the new venture
We approach the Culinary Accelerator with a focus on community benefit and collaboration, as outlined in the MOU
between St. Matthew's House and Core Health Partners in the Misc. Docs section. Our partnership with St Mathews
House aims to bring in new business and create jobs for the Immokalee region.
Our financial capacity is secured by the pledged support from an 8-figure Naples philanthropist and a relationship with a
local Immokalee bank. We offer financial transparency through provided our tax returns and other supporting
documents that prove our capacity to care for this project. Please see Bernardo Barnhart, Vice President of First Bank as
a professional reference for CHPF.
Mr. Bernardo Barnhart is the Vice President, Commercial Lending 316 N 15th St, Immokalee, FL 34142 Email:
bbarnhart@first1bank.com Phone: 863-902-3417
See Tax filings and Other Financial Docs in 5.12. Misc. Documents in our submittal
Additional information available upon request.
Thanks for the Consideration,
Yours in Strengthening our Community,
Paul J. Thein, ED.S.
President
Core Health Partners Foundation
239-302-9223
pthein@my-chp.org
End of Proposal
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Procurement Services Division
Form 5 Reference Questionnaire
{USE ONE FORM FOR EACH REQUIRED REFERENCE)
Solicitation: Immokalee Culinary Accelerator Lease and Equipment Purchase
Reference Questionnaire for: Core Health Partners Foundation Incorporated
(Name of Company Requesting Reference Information) Core Health Partners Foundation Incorporated
(Name oflndividuals Requesting Reference Information) Paul J. Thein, ED.S., Manager/ President
Name: Company: (Evaluator completing reference questionnaire) (Evaluator's Company completing reference)
Email: FAX: Telephone:
Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection
of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have
previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of I to 10,
with 10 representing that you were very satisifed (and would hire the firm/individual again) and I representing that you were very
unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or fonn will be scored "0."
Project Description: ___________ _ Completion Date: ____________ _
Project Budget: _____________ _ Project Number of Days: _________ _
Item Criteria Score (must be comoleted
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 abili1y 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 infonnation clearly and succinctly.
8 Abiltity to manage risks and unexpected project circumstances.
9 Ability to follow contract documents, policies, procedures, rules, regulations, etc.
10 Overall comfon level with hiring the company in the future (customer satisfaction).
TOTAL SCORE OF ALL ITEI\IS
Ayanna Brown BGF Consulting LLC
abrown@bgfconsulting.com 407-574-7195
10
10
10
10
9
10
9
10
10
10
98
Nutrition Pathways Strategy 7/5/2024
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Procurement Services Division
Form 5 Reference Questionnaire
{USE ONE FORM FOR EACH REQUIRED REFERENCE)
Solicitation: Immokalee Culinary Accelerator Lease and Equipment Purchase
Reference Questionnaire for: Core Health Partners Foundation Incorporated
(Name of Company Requesting Reference Information) Core Health Partners Foundation Incorporated
(Name oflndividuals Requesting Reference Information) Paul J. Thein, ED.S., Manager/ President
Name: Company: (Evaluator completing reference questionnaire) (Evaluator's Company completing reference)
Email: FAX: Telephone:
Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection
of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have
previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of I to 10,
with 10 representing that you were very satisifed (and would hire the firm/individual again) and I representing that you were very
unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or fonn will be scored "0."
Project Description: ___________ _ Completion Date: ____________ _
Project Budget: _____________ _ Project Number of Days: _________ _
Item Criteria Score (must be comoleted
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 abili1y 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 infonnation clearly and succinctly.
8 Abiltity to manage risks and unexpected project circumstances.
9 Ability to follow contract documents, policies, procedures, rules, regulations, etc.
10 Overall comfon level with hiring the company in the future (customer satisfaction).
TOTAL SCORE OF ALL ITEI\IS
John Fletcher Collier Health Services, Inc.
JFletcher@HealthcareSWFL.org 239-658-3060
Nutrition Support Ongoing
~$30,000 annually ongoing
10
10
10
10
10
8
10
10
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Name:
Solicitation: Immokalee Culinary Accelerator Lease and Equipment Purchase
Reference Questionnaire for: Core Heath Partaers Foundation Incorporated
(Name of Company Requesting Reference Information) Core Heath Partners Foundation Incorporated
(Name of Individuals Requesting Reference Information) Paul J. Thein, ED.S., Manager/ President
(Evaluator completing referen e questionnaire)
Project Description:
Item
cather County
Emaif: Cait.rcndlucdAX:
Project Budget$l0
3
Procurement Services Division
4
(USE ONE FORM EOR EACH REQUIRED REFERENCE)
7
Form S Reference Questionnaire
8
Charthany Rendo
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 cach criteria to the best of your knowledge ona 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/indivdiual again). If you do not have sufficient knowledge of past performance in a particular
area, Jeave it blank and the item or form will be scored "0."
10
Quality of work.
Criteria
Company:
(Evaluator's Company completing reference)
Completion Date:
Ability to manage the project costs (minimize change orders to scope).
Professionalisn and ability to manage personnel.
Project Number of Days:
Ability to maintain project schedule (complete on-time or early).
Quality of consultative advice provided on the project.
Telephone:
Project administratíon (completed documents, final invoice, tinal product turmover;
invoices; manuals or going forward documentation, etc.)
Ability to verbally communicate and document in fomation clearly and succinctly.
Abiltity to manage risks and unexpected project circumstances.
Ability to follow contract documents, policies, procedures, rules, regulations, etc.
Overall comfort level with hiring the company in the future (customer satisfaction).
TOTAL SCORE OF ALL ITENIS
Score (must be completed)
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State of Florida
Chief Financial Officer
Department of Financial Services
Bureau of Accounting
200 East Gaines Street
Tallahassee, FL 32399-0354
Telephone: (850) 413-5519 Fax:(850) 413-5550
Substitute Form W-9
In order to comply with Internal Revenue Service (IRS) regulations, we require Taxpayer Identification information
that will be used to determine whether you will receive a Form 1099 for payment(s) made to you by an agency of the
State of Florida, and whether payments are subject to Federal withholding. The information provided below must
match the information that you provide to the IRS for income tax reporting. Federal law requires the State of Florida
to take backup withholding from certain future payments if you fail to provide the information requested.
Taxpayer Identification Number (FEIN):87-1913176
IRS Name: CORE HEALTH PARTNERS FOUNDATION INC
Address: 429 N 1ST STREET
IMMOKALEE,FL
34142-0000
Attention Of:PAUL THEIN
In Care Of:PAUL THEIN
Business Designation: Not For Profit
Certification Statement:
Under penalties of perjury, I certify that:
1. The number shown on this form is my correct taxpayer information AND
2.I 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 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. I am a U.S. citizen or other U.S. person (including U.S. resident alien)
Preparer's Name: PAUL J THEIN
Preparer's Title: CORE HEALTH PARTNERS
Phone: 2393029223
Email: pthein@my-chp.org
Date Submitted: 03/08/2024
Date printed from the State of Florida Substitute Form W-9 Website: 03/08/2024
Page 1758 of 7162
State of Florida
Department of State
I certify from the records of this office that CORE HEALTH PARTNERS
FOUNDATION INCORPORATED is a corporation organized under the laws of
the State of Florida,filed on July 26,2021,effective July 24,2021.
The document number of this corporation is N21000008904.
I further certify that said corporation has paid all fees due this office through
December 31,2024,that its most recent annual report/uniform business report
was filed on February 12,2024,and that its status is active.
I further certify that said corporation has not filed Articles of Dissolution.
Given under my hand and the
Great Seal of the State of Florida
at Tallahassee,the Capital,this
the Fourth day of April,2024
Tracking Number:3748349319CU
To authenticate this certificate,visit the following site,enter this number,and then
follow the instructions displayed.
https://services.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication
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THE E-VERIFY
MEMORANDUM OF UNDERSTANDING
FOR EMPLOYERS
ARTICLE I
PURPOSE AND AUTHORITY
The parties to this agreement are the Department of Homeland Security (DHS) and
(Employer). The purpose of this agreement is to set forth terms and conditions which the Employer will follow
while participating in E-Verify.
E-Verify is a program that electronically confirms an employee’s eligibility to work in the United States after
completion of Form I-9, Employment Eligibility Verification (Form I-9). This Memorandum of Understanding
(MOU) explains certain features of the E-Verify program and describes specific responsibilities of the
Employer, the Social Security Administration (SSA), and DHS.
Authority for the E-Verify program is found in Title IV, Subtitle A, of the Illegal Immigration Reform and
Immigrant Responsibility Act of 1996 (IIRIRA), Pub. L. 104-208, 110 Stat. 3009, as amended (8 U.S.C. § 1324a
note). The Federal Acquisition Regulation (FAR) Subpart 22.18, “Employment Eligibility Verification” and
Executive Order 12989, as amended, provide authority for Federal contractors and subcontractors (Federal
contractor) to use E-Verify to verify the employment eligibility of certain employees working on Federal
contracts.
ARTICLE II
RESPONSIBILITIES
A. RESPONSIBILITIES OF THE EMPLOYER
1.The Employer agrees to display the following notices supplied by DHS in a prominent place that is clearly
visible to prospective employees and all employees who are to be verified through the system:
a.Notice of E-Verify Participation
b.Notice of Right to Work
2.The Employer agrees to provide to the SSA and DHS the names, titles, addresses, and telephone numbers
of the Employer representatives to be contacted about E-Verify. The Employer also agrees to keep such
information current by providing updated information to SSA and DHS whenever the representatives’ contact
information changes.
3.The Employer agrees to grant E-Verify access only to current employees who need E-Verify access.
Employers must promptly terminate an employee’s E-Verify access if the employer is separated from the
company or no longer needs access to E-Verify.
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4.The Employer agrees to become familiar with and comply with the most recent version of the E-Verify
User Manual.
5.The Employer agrees that any Employer Representative who will create E-Verify cases will complete the
E-Verify Tutorial before that individual creates any cases.
a.The Employer agrees that all Employer representatives will take the refresher tutorials when
prompted by E-Verify in order to continue using E-Verify. Failure to complete a refresher tutorial will
prevent the Employer Representative from continued use of E-Verify.
6.The Employer agrees to comply with current Form I-9 procedures, with two exceptions:
a.If an employee presents a "List B" identity document, the Employer agrees to only accept "List B"
documents that contain a photo. (List B documents identified in 8 C.F.R. § 274a.2(b)(1)(B)) can be
presented during the Form I-9 process to establish identity.) If an employee objects to the photo
requirement for religious reasons, the Employer should contact E-Verify at 888-464-4218.
b.If an employee presents a DHS Form I-551 (Permanent Resident Card), Form I-766
(Employment Authorization Document), or U.S. Passport or Passport Card to complete Form I-9, the
Employer agrees to make a photocopy of the document and to retain the photocopy with the
employee’s Form I-9. The Employer will use the photocopy to verify the photo and to assist DHS with its
review of photo mismatches that employees contest. DHS may in the future designate other documents
that activate the photo screening tool.
Note: Subject only to the exceptions noted previously in this paragraph, employees still retain the right
to present any List A, or List B and List C, document(s) to complete the Form I-9.
7.The Employer agrees to record the case verification number on the employee's Form I-9 or to print the
screen containing the case verification number and attach it to the employee's Form I-9.
8.The Employer agrees that, although it participates in E-Verify, the Employer has a responsibility to
complete, retain, and make available for inspection Forms I-9 that relate to its employees, or from other
requirements of applicable regulations or laws, including the obligation to comply with the anti-
discrimination requirements of section 274B of the INA with respect to Form I-9 procedures.
a.The following modified requirements are the only exceptions to an Employer’s obligation to not
employ unauthorized workers and comply with the anti-discrimination provision of the INA: (1) List B
identity documents must have photos, as described in paragraph 6 above; (2) When an Employer
confirms the identity and employment eligibility of newly hired employee using E-Verify procedures, the
Employer establishes a rebuttable presumption that it has not violated section 274A(a)(1)(A) of the
Immigration and Nationality Act (INA) with respect to the hiring of that employee; (3) If the Employer
receives a final nonconfirmation for an employee, but continues to employ that person, the Employer
must notify DHS and the Employer is subject to a civil money penalty between $550 and $1,100 for each
failure to notify DHS of continued employment following a final nonconfirmation; (4) If the Employer
continues to employ an employee after receiving a final nonconfirmation, then the Employer is subject
to a rebuttable presumption that it has knowingly
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employed an unauthorized alien in violation of section 274A(a)(1)(A); and (5) no E-Verify participant is
civilly or criminally liable under any law for any action taken in good faith based on information provided
through the E-Verify.
b.DHS reserves the right to conduct Form I-9 compliance inspections, as well as any other enforcement
or compliance activity authorized by law, including site visits, to ensure proper use of E-Verify.
9.The Employer is strictly prohibited from creating an E-Verify case before the employee has been hired,
meaning that a firm offer of employment was extended and accepted and Form I-9 was completed. The
Employer agrees to create an E-Verify case for new employees within three Employer business days after each
employee has been hired (after both Sections 1 and 2 of Form I-9 have been completed), and to complete as
many steps of the E-Verify process as are necessary according to the E-Verify User Manual. If E-Verify is
temporarily unavailable, the three-day time period will be extended until it is again operational in order to
accommodate the Employer's attempting, in good faith, to make inquiries during the period of unavailability.
10.The Employer agrees not to use E-Verify for pre-employment screening of job applicants, in support of
any unlawful employment practice, or for any other use that this MOU or the E-Verify User Manual does not
authorize.
11.The Employer must use E-Verify for all new employees. The Employer will not verify selectively and will
not verify employees hired before the effective date of this MOU. Employers who are Federal contractors may
qualify for exceptions to this requirement as described in Article II.B of this MOU.
12.The Employer agrees to follow appropriate procedures (see Article III below) regarding tentative
nonconfirmations. The Employer must promptly notify employees in private of the finding and provide them
with the notice and letter containing information specific to the employee’s E-Verify case. The Employer
agrees to provide both the English and the translated notice and letter for employees with limited English
proficiency to employees. The Employer agrees to provide written referral instructions to employees and
instruct affected employees to bring the English copy of the letter to the SSA. The Employer must allow
employees to contest the finding, and not take adverse action against employees if they choose to contest the
finding, while their case is still pending. Further, when employees contest a tentative nonconfirmation based
upon a photo mismatch, the Employer must take additional steps
(see Article III.B. below) to contact DHS with information necessary to resolve the challenge.
13.The Employer agrees not to take any adverse action against an employee based upon the employee's
perceived employment eligibility status while SSA or DHS is processing the verification request unless the
Employer obtains knowledge (as defined in 8 C.F.R. § 274a.1(l)) that the employee is not work authorized. The
Employer understands that an initial inability of the SSA or DHS automated verification system to verify work
authorization, a tentative nonconfirmation, a case in continuance
(indicating the need for additional time for the government to resolve a case), or the finding of a photo
mismatch, does not establish, and should not be interpreted as, evidence that the employee is not work
authorized. In any of such cases, the employee must be provided a full and fair opportunity to contest the
finding, and if he or she does so, the employee may not be terminated or suffer any adverse employment
consequences based upon the employee’s perceived employment eligibility status
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(including denying, reducing, or extending work hours, delaying or preventing training, requiring an
employee to work in poorer conditions, withholding pay, refusing to assign the employee to a Federal
contract or other assignment, or otherwise assuming that he or she is unauthorized to work) until and unless
secondary verification by SSA or DHS has been completed and a final nonconfirmation has been issued. If the
employee does not choose to contest a tentative nonconfirmation or a photo mismatch or if a secondary
verification is completed and a final nonconfirmation is issued, then the Employer can find the employee is
not work authorized and terminate the employee’s employment. Employers or employees with questions
about a final nonconfirmation may call E-Verify at 1-888-464-4218 (customer service) or 1-888-897-7781
(worker hotline).
14.The Employer agrees to comply with Title VII of the Civil Rights Act of 1964 and section 274B of the INA
as applicable by not discriminating unlawfully against any individual in hiring, firing, employment eligibility
verification, or recruitment or referral practices because of his or her national origin or citizenship status, or
by committing discriminatory documentary practices. The Employer understands that such illegal practices
can include selective verification or use of E-Verify except as provided in part D below, or discharging or
refusing to hire employees because they appear or sound “foreign” or have received tentative
nonconfirmations. The Employer further understands that any violation of the immigration-related unfair
employment practices provisions in section 274B of the INA could subject the Employer to civil penalties,
back pay awards, and other sanctions, and violations of Title VII could subject the Employer to back pay
awards, compensatory and punitive damages. Violations of either section 274B of the INA or Title VII may
also lead to the termination of its participation in E-Verify. If the Employer has any questions relating to the
anti-discrimination provision, it should contact OSC at 1-800-255-8155 or 1-800-237-2515 (TDD).
15.The Employer agrees that it will use the information it receives from E-Verify only to confirm the
employment eligibility of employees as authorized by this MOU. The Employer agrees that it will safeguard
this information, and means of access to it (such as PINS and passwords), to ensure that it is not used for
any other purpose and as necessary to protect its confidentiality, including ensuring that it is not
disseminated to any person other than employees of the Employer who are authorized to perform the
Employer's responsibilities under this MOU, except for such dissemination as may be authorized in advance
by SSA or DHS for legitimate purposes.
16.The Employer agrees to notify DHS immediately in the event of a breach of personal information.
Breaches are defined as loss of control or unauthorized access to E-Verify personal data. All suspected or
confirmed breaches should be reported by calling 1-888-464-4218 or via email at E-Verify@uscis.dhs.gov.
Please use “Privacy Incident – Password” in the subject line of your email when sending a breach report to
E-Verify.
17.The Employer acknowledges that the information it receives from SSA is governed by the Privacy Act (5
U.S.C. § 552a(i)(1) and (3)) and the Social Security Act (42 U.S.C. 1306(a)). Any person who obtains this
information under false pretenses or uses it for any purpose other than as provided for in this MOU may be
subject to criminal penalties.
18.The Employer agrees to cooperate with DHS and SSA in their compliance monitoring and evaluation of
E-Verify, which includes permitting DHS, SSA, their contractors and other agents, upon
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reasonable notice, to review Forms I-9 and other employment records and to interview it and its employees
regarding the Employer’s use of E-Verify, and to respond in a prompt and accurate manner to DHS requests
for information relating to their participation in E-Verify.
19.The Employer shall not make any false or unauthorized claims or references about its participation in
E-Verify on its website, in advertising materials, or other media. The Employer shall not describe its services
as federally-approved, federally-certified, or federally-recognized, or use language with a similar intent on
its website or other materials provided to the public. Entering into this MOU does not mean that E-Verify
endorses or authorizes your E-Verify services and any claim to that effect is false.
20.The Employer shall not state in its website or other public documents that any language used therein
has been provided or approved by DHS, USCIS or the Verification Division, without first obtaining the prior
written consent of DHS.
21.The Employer agrees that E-Verify trademarks and logos may be used only under license by DHS/USCIS
(see M-795 (Web)) and, other than pursuant to the specific terms of such license, may not be used in any
manner that might imply that the Employer’s services, products, websites, or publications are sponsored
by, endorsed by, licensed by, or affiliated with DHS, USCIS, or E-Verify.
22.The Employer understands that if it uses E-Verify procedures for any purpose other than as authorized
by this MOU, the Employer may be subject to appropriate legal action and termination of its participation in
E-Verify according to this MOU.
B. RESPONSIBILITIES OF FEDERAL CONTRACTORS
1.If the Employer is a Federal contractor with the FAR E-Verify clause subject to the employment
verification terms in Subpart 22.18 of the FAR, it will become familiar with and comply with the most current
version of the E-Verify User Manual for Federal Contractors as well as the E-Verify Supplemental Guide for
Federal Contractors.
2.In addition to the responsibilities of every employer outlined in this MOU, the Employer understands that
if it is a Federal contractor subject to the employment verification terms in Subpart 22.18 of the FAR it must
verify the employment eligibility of any “employee assigned to the contract” (as defined in FAR 22.1801).
Once an employee has been verified through E-Verify by the Employer, the Employer may not create a
second case for the employee through E-Verify.
a.An Employer that is not enrolled in E-Verify as a Federal contractor at the time of a contract award
must enroll as a Federal contractor in the E-Verify program within 30 calendar days of contract award
and, within 90 days of enrollment, begin to verify employment eligibility of new hires using E-Verify. The
Employer must verify those employees who are working in the United States, whether or not they are
assigned to the contract. Once the Employer begins verifying new hires, such verification of new hires
must be initiated within three business days after the hire date. Once enrolled in E-Verify as a Federal
contractor, the Employer must begin verification of employees assigned to the contract within 90
calendar days after the date of enrollment or within 30 days of an employee’s assignment to the
contract, whichever date is later.
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b.Employers enrolled in E-Verify as a Federal contractor for 90 days or more at the time of a contract
award must use E-Verify to begin verification of employment eligibility for new hires of the Employer
who are working in the United States, whether or not assigned to the contract, within three business
days after the date of hire. If the Employer is enrolled in E-Verify as a Federal contractor for 90 calendar
days or less at the time of contract award, the Employer must, within 90 days of enrollment, begin to
use E-Verify to initiate verification of new hires of the contractor who are working in the United States,
whether or not assigned to the contract. Such verification of new hires must be initiated within three
business days after the date of hire. An Employer enrolled as a Federal contractor in E-Verify must begin
verification of each employee assigned to the contract within 90 calendar days after date of contract
award or within 30 days after assignment to the contract, whichever is later.
c.Federal contractors that are institutions of higher education (as defined at 20 U.S.C. 1001(a)), state
or local governments, governments of Federally recognized Indian tribes, or sureties performing under
a takeover agreement entered into with a Federal agency under a performance bond may choose to
only verify new and existing employees assigned to the Federal contract. Such Federal contractors may,
however, elect to verify all new hires, and/or all existing employees hired after November 6, 1986.
Employers in this category must begin verification of employees assigned to the contract within 90
calendar days after the date of enrollment or within 30 days of an employee’s assignment to the
contract, whichever date is later.
d.Upon enrollment, Employers who are Federal contractors may elect to verify employment eligibility
of all existing employees working in the United States who were hired after November 6, 1986, instead
of verifying only those employees assigned to a covered Federal contract. After enrollment, Employers
must elect to verify existing staff following DHS procedures and begin
E-Verify verification of all existing employees within 180 days after the election.
e. The Employer may use a previously completed Form I-9 as the basis for creating an E-Verify case for
an employee assigned to a contract as long as:
i.That Form I-9 is complete (including the SSN) and complies with Article II.A.6,
ii.The employee’s work authorization has not expired, and
iii.The Employer has reviewed the Form I-9 information either in person or in communications
with the employee to ensure that the employee’s Section 1, Form I-9 attestation has not changed
(including, but not limited to, a lawful permanent resident alien having become a naturalized
U.S. citizen).
f.The Employer shall complete a new Form I-9 consistent with Article II.A.6 or update the previous
Form I-9 to provide the necessary information if:
i.The Employer cannot determine that Form I-9 complies with Article II.A.6,
ii.The employee’s basis for work authorization as attested in Section 1 has expired or changed,
or
iii.The Form I-9 contains no SSN or is otherwise incomplete.
Note: If Section 1 of Form I-9 is otherwise valid and up-to-date and the form otherwise complies with
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Article II.C.5, but reflects documentation (such as a U.S. passport or Form I-551) that expired after
completing Form I-9, the Employer shall not require the production of additional documentation, or use the
photo screening tool described in Article II.A.5, subject to any additional or superseding instructions that
may be provided on this subject in the E-Verify User Manual.
g.The Employer agrees not to require a second verification using E-Verify of any assigned employee
who has previously been verified as a newly hired employee under this MOU or to authorize
verification of any existing employee by any Employer that is not a Federal contractor based on this
Article.
3. The Employer understands that if it is a Federal contractor, its compliance with this MOU is a
performance requirement under the terms of the Federal contract or subcontract, and the Employer
consents to the release of information relating to compliance with its verification responsibilities under this
MOU to contracting officers or other officials authorized to review the Employer’s compliance with Federal
contracting requirements.
C. RESPONSIBILITIES OF SSA
1.SSA agrees to allow DHS to compare data provided by the Employer against SSA’s database. SSA sends
DHS confirmation that the data sent either matches or does not match the information in SSA’s database.
2.SSA agrees to safeguard the information the Employer provides through E-Verify procedures. SSA also
agrees to limit access to such information, as is appropriate by law, to individuals responsible for the
verification of Social Security numbers or responsible for evaluation of E-Verify or such other persons or
entities who may be authorized by SSA as governed by the Privacy Act (5 U.S.C. § 552a), the Social Security Act
(42 U.S.C. 1306(a)), and SSA regulations (20 CFR Part 401).
3.SSA agrees to provide case results from its database within three Federal Government work days of the
initial inquiry. E-Verify provides the information to the Employer.
4.SSA agrees to update SSA records as necessary if the employee who contests the SSA tentative
nonconfirmation visits an SSA field office and provides the required evidence. If the employee visits an SSA
field office within the eight Federal Government work days from the date of referral to SSA, SSA agrees to
update SSA records, if appropriate, within the eight-day period unless SSA determines that more than eight
days may be necessary. In such cases, SSA will provide additional instructions to the employee. If the
employee does not visit SSA in the time allowed, E-Verify may provide a final nonconfirmation to the
employer.
Note: If an Employer experiences technical problems, or has a policy question, the employer should contact
E-Verify at 1-888-464-4218.
D. RESPONSIBILITIES OF DHS
1.DHS agrees to provide the Employer with selected data from DHS databases to enable the Employer to
conduct, to the extent authorized by this MOU:
a.Automated verification checks on alien employees by electronic means, and
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b. Photo verification checks (when available) on employees.
2. DHS agrees to assist the Employer with operational problems associated with the Employer's
participation in E-Verify. DHS agrees to provide the Employer names, titles, addresses, and telephone
numbers of DHS representatives to be contacted during the E-Verify process.
3. DHS agrees to provide to the Employer with access to E-Verify training materials as well as an
E-Verify User Manual that contain instructions on E-Verify policies, procedures, and requirements for both SSA
and DHS, including restrictions on the use of E-Verify.
4.DHS agrees to train Employers on all important changes made to E-Verify through the use of mandatory
refresher tutorials and updates to the E-Verify User Manual. Even without changes to
E-Verify, DHS reserves the right to require employers to take mandatory refresher tutorials.
5.DHS agrees to provide to the Employer a notice, which indicates the Employer's participation in
E-Verify. DHS also agrees to provide to the Employer anti-discrimination notices issued by the Office of Special
Counsel for Immigration-Related Unfair Employment Practices (OSC), Civil Rights Division, U.S. Department of
Justice.
6.DHS agrees to issue each of the Employer’s E-Verify users a unique user identification number and
password that permits them to log in to E-Verify.
7.DHS agrees to safeguard the information the Employer provides, and to limit access to such information to
individuals responsible for the verification process, for evaluation of E-Verify, or to such other persons or
entities as may be authorized by applicable law. Information will be used only to verify the accuracy of Social
Security numbers and employment eligibility, to enforce the INA and Federal criminal laws, and to administer
Federal contracting requirements.
8.DHS agrees to provide a means of automated verification that provides (in conjunction with SSA
verification procedures) confirmation or tentative nonconfirmation of employees' employment eligibility
within three Federal Government work days of the initial inquiry.
9.DHS agrees to provide a means of secondary verification (including updating DHS records) for employees
who contest DHS tentative nonconfirmations and photo mismatch tentative nonconfirmations. This provides
final confirmation or nonconfirmation of the employees' employment eligibility within 10 Federal Government
work days of the date of referral to DHS, unless DHS determines that more than 10 days may be necessary. In
such cases, DHS will provide additional verification instructions.
ARTICLE III
REFERRAL OF INDIVIDUALS TO SSA AND DHS
A. REFERRAL TO SSA
1. If the Employer receives a tentative nonconfirmation issued by SSA, the Employer must print the notice as
directed by E-Verify. The Employer must promptly notify employees in private of the finding and provide
them with the notice and letter containing information specific to the employee’s E-Verify case.
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The Employer also agrees to provide both the English and the translated notice and letter for employees
with limited English proficiency to employees. The Employer agrees to provide written referral instructions
to employees and instruct affected employees to bring the English copy of the letter to the SSA. The
Employer must allow employees to contest the finding, and not take adverse action against employees if
they choose to contest the finding, while their case is still pending.
2.The Employer agrees to obtain the employee’s response about whether he or she will contest the tentative
nonconfirmation as soon as possible after the Employer receives the tentative nonconfirmation. Only the
employee may determine whether he or she will contest the tentative nonconfirmation.
3.After a tentative nonconfirmation, the Employer will refer employees to SSA field offices only as directed
by E-Verify. The Employer must record the case verification number, review the employee information
submitted to E-Verify to identify any errors, and find out whether the employee contests the tentative
nonconfirmation. The Employer will transmit the Social Security number, or any other corrected employee
information that SSA requests, to SSA for verification again if this review indicates a need to do so.
4.The Employer will instruct the employee to visit an SSA office within eight Federal Government work days.
SSA will electronically transmit the result of the referral to the Employer within 10 Federal Government work
days of the referral unless it determines that more than 10 days is necessary.
5.While waiting for case results, the Employer agrees to check the E-Verify system regularly for case updates.
6.The Employer agrees not to ask the employee to obtain a printout from the Social Security Administration
number database (the Numident) or other written verification of the SSN from the SSA.
B. REFERRAL TO DHS
1.If the Employer receives a tentative nonconfirmation issued by DHS, the Employer must promptly notify
employees in private of the finding and provide them with the notice and letter containing information
specific to the employee’s E-Verify case. The Employer also agrees to provide both the English and the
translated notice and letter for employees with limited English proficiency to employees. The Employer must
allow employees to contest the finding, and not take adverse action against employees if they choose to
contest the finding, while their case is still pending.
2.The Employer agrees to obtain the employee’s response about whether he or she will contest the tentative
nonconfirmation as soon as possible after the Employer receives the tentative nonconfirmation. Only the
employee may determine whether he or she will contest the tentative nonconfirmation.
3.The Employer agrees to refer individuals to DHS only when the employee chooses to contest a tentative
nonconfirmation.
4.If the employee contests a tentative nonconfirmation issued by DHS, the Employer will instruct the
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employee to contact DHS through its toll-free hotline (as found on the referral letter) within eight Federal
Government work days.
5.If the Employer finds a photo mismatch, the Employer must provide the photo mismatch tentative
nonconfirmation notice and follow the instructions outlined in paragraph 1 of this section for tentative
nonconfirmations, generally.
6.The Employer agrees that if an employee contests a tentative nonconfirmation based upon a photo
mismatch, the Employer will send a copy of the employee’s Form I-551, Form I-766, U.S. Passport, or passport
card to DHS for review by:
a.Scanning and uploading the document, or
b.Sending a photocopy of the document by express mail (furnished and paid for by the employer).
7.The Employer understands that if it cannot determine whether there is a photo match/mismatch, the
Employer must forward the employee’s documentation to DHS as described in the preceding paragraph. The
Employer agrees to resolve the case as specified by the DHS representative who will determine the photo
match or mismatch.
8.DHS will electronically transmit the result of the referral to the Employer within 10 Federal Government
work days of the referral unless it determines that more than 10 days is necessary.
9.While waiting for case results, the Employer agrees to check the E-Verify system regularly for case updates.
ARTICLE IV
SERVICE PROVISIONS
A. NO SERVICE FEES
1. SSA and DHS will not charge the Employer for verification services performed under this MOU. The
Employer is responsible for providing equipment needed to make inquiries. To access E-Verify, an Employer
will need a personal computer with Internet access.
ARTICLE V
MODIFICATION AND TERMINATION
A. MODIFICATION
1. This MOU is effective upon the signature of all parties and shall continue in effect for as long as the SSA
and DHS operates the E-Verify program unless modified in writing by the mutual consent of all parties.
2. Any and all E-Verify system enhancements by DHS or SSA, including but not limited to E-Verify checking
against additional data sources and instituting new verification policies or procedures, will be covered under
this MOU and will not cause the need for a supplemental MOU that outlines these changes.
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B. TERMINATION
1.The Employer may terminate this MOU and its participation in E-Verify at any time upon 30 days prior
written notice to the other parties.
2.Notwithstanding Article V, part A of this MOU, DHS may terminate this MOU, and thereby the Employer’s
participation in E-Verify, with or without notice at any time if deemed necessary because of the requirements
of law or policy, or upon a determination by SSA or DHS that there has been a breach of system integrity or
security by the Employer, or a failure on the part of the Employer to comply with established E-Verify
procedures and/or legal requirements. The Employer understands that if it is a Federal contractor, termination
of this MOU by any party for any reason may negatively affect the performance of its contractual
responsibilities. Similarly, the Employer understands that if it is in a state where E-Verify is mandatory,
termination of this by any party MOU may negatively affect the Employer’s business.
3.An Employer that is a Federal contractor may terminate this MOU when the Federal contract that requires
its participation in E-Verify is terminated or completed. In such cases, the Federal contractor must provide
written notice to DHS. If an Employer that is a Federal contractor fails to provide such notice, then that
Employer will remain an E-Verify participant, will remain bound by the terms of this MOU that apply to non-
Federal contractor participants, and will be required to use the E-Verify p rocedures to verify the employment
eligibility of all newly hired employees.
4.The Employer agrees that E-Verify is not liable for any losses, financial or otherwise, if the Employer is
terminated from E-Verify.
ARTICLE VI
PARTIES
A.Some or all SSA and DHS responsibilities under this MOU may be performed by contractor(s), and SSA and
DHS may adjust verification responsibilities between each other as necessary. By separate agreement with
DHS, SSA has agreed to perform its responsibilities as described in this MOU.
B.Nothing in this MOU is intended, or should be construed, to create any right or benefit, substantive or
procedural, enforceable at law by any third party against the United States, its agencies, officers, or
employees, or against the Employer, its agents, officers, or employees.
C.The Employer may not assign, directly or indirectly, whether by operation of law, change of control or
merger, all or any part of its rights or obligations under this MOU without the prior written consent of DHS,
which consent shall not be unreasonably withheld or delayed. Any attempt to sublicense, assign, or transfer
any of the rights, duties, or obligations herein is void.
D.Each party shall be solely responsible for defending any claim or action against it arising out of or related to
E-Verify or this MOU, whether civil or criminal, and for any liability wherefrom, including (but not limited to)
any dispute between the Employer and any other person or entity regarding the applicability of Section 403(d)
of IIRIRA to any action taken or allegedly taken by the Employer.
Page 11 of 17 E-Verify MOU for Employers | Revision Date 06/01/13
2493677
Page 1772 of 7162
Company ID Number:
E. The Employer understands that its participation in E-Verify is not confidential information and may be
disclosed as authorized or required by law and DHS or SSA policy, including but not limited to, Congressional
oversight, E-Verify publicity and media inquiries, determinations of compliance with Federal contractual
requirements, and responses to inquiries under the Freedom of Information Act (FOIA).
F. The individuals whose signatures appear below represent that they are authorized to enter into this MOU
on behalf of the Employer and DHS respectively. The Employer understands that any inaccurate statement,
representation, data or other information provided to DHS may subject the Employer, its subcontractors, its
employees, or its representatives to: (1) prosecution for false statements pursuant to 18 U.S.C. 1001 and/or; (2)
immediate termination of its MOU and/or; (3) possible debarment or suspension.
G. The foregoing constitutes the full agreement on this subject between DHS and the Employer.
To be accepted as an E-Verify participant, you should only sign the Employer’s Section of the signature
page. If you have any questions, contact E-Verify at 1-888-464-4218.
Page 12 of 17 E-Verify MOU for Employers | Revision Date 06/01/13
2493677
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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
07/26/2024
Paul J Thein
Electronically Signed
Core Health Partners Foundation Incorportaed
07/26/2024
Electronically Signed
2493677
Page 1774 of 7162
Company ID Number:
Information Required for the E-Verify Program
Information relating to your Company:
Company Name
Company Facility Address
Company Alternate Address
County or Parish
Employer Identification Number
North American Industry
Classification Systems Code
Parent Company
Number of Employees
Number of Sites Verified for
Page 14 of 17 E-Verify MOU for Employers | Revision Date 06/01/13
Core Health Partners Foundation Incorportaed
COLLIER
624
1 to 4
2493677
429 N 1st Street
Immokalee, FL 34142
871913176
1 site(s)
Page 1775 of 7162
Company ID Number:
Are you verifying for more than 1 site? If yes, please provide the number of sites verified for in each State:
Page 15 of 17 E-Verify MOU for Employers | Revision Date 06/01/13
FL 1
2493677
Page 1776 of 7162
Company ID Number:
Information relating to the Program Administrator(s) for your Company on policy questions or operational
problems:
Page 16 of 17 E-Verify MOU for Employers | Revision Date 06/01/13
Email
2393029223
Paul J Thein
2493677
Name
Phone Number
Fax
pthein@my-chp.org
Page 1777 of 7162
Company ID Number:
This list represents the first 20 Program Administrators listed for this company.
Page 17 of 17 E-Verify MOU for Employers | Revision Date 06/01/13
2493677
Page 1778 of 7162
Page 1779 of 7162
Page 1780 of 7162
WƌĞǀĞŶƟŽŶ
ZĞƐƚŽƌĂƟŽŶ
ZĞŚĂďŝůŝƚĂƟŽŶ
Page 1781 of 7162
^ƚƌĂƚĞŐŝĐWĂƌƚŶĞƌĿ,ĞĂůƚŚĐĂƌĞ džƉĞƌƟƐĞĿWƌŽǀĞŶ^ƵĐĐĞƐƐ
ŽŵŵƵŶŝƚLJ,ĞĂůƚŚWĂƌƚŶĞƌƐ—ŽƌĞ,ĞĂůƚŚWĂƌƚŶĞƌƐŽĨ^t&ůŽƌŝĚĂ;,WͿ
,WŝƐĚĞĚŝĐĂƚĞĚƚŽƚŚĞĚĞƐŝŐŶ͕ĚĞǀĞůŽƉŵĞŶƚ͕ĚĞůŝǀĞƌLJ͕ĂŶĚƐƵƉƉŽƌƚŽĨŚĞĂůƚŚĂŶĚǁĞůůŶĞƐƐĞŶǀŝƌŽŶŵĞŶƚƐ͘dŚĞƐĞ
ĞŶǀŝƌŽŶŵĞŶƚƐďĞĐŽŵĞĂĐŽŵŵƵŶŝƚLJŚƵď͕ǁŝƚŚĂǀĂƌŝĞƚLJŽĨĐůŝŶŝĐĂůƐĞƌǀŝĐĞƐ͕ƐŽĐŝĂůƐƵƉƉŽƌƚ͕ĂŶĚƌĞƚĂŝů-ŽƌŝĞŶƚĞĚ
ǁĞůůŶĞƐƐƐĞƌǀŝĐĞƐƚŚĂƚƉůĂLJĂĐƌŝƟĐĂůƌŽůĞŝŶĐŚƌŽŶŝĐĚŝƐĞĂƐĞƉƌĞǀĞŶƟŽŶ͘
ĂĐŬŐƌŽƵŶĚ͗
Ŀ ^ŝŶĐĞϭϵϴϵ͕ŽƵƌƉƌŝŶĐŝƉĂůƐŚĂǀĞĨŽƌŵĞĚƐƚƌĂƚĞŐŝĐĚĞǀĞůŽƉŵĞŶƚƉĂƌƚŶĞƌƐŚŝƉƐǁŝƚŚŽƵƌĐůŝĞŶƚƐ͘KƵƌƚĞĂŵŝƐ
ĞdžƉĞƌŝĞŶĐĞĚĂŶĚĚĞůŝǀĞƌƐƋƵĂůŝƚLJĞŶǀŝƌŽŶŵĞŶƚƐƚŚƌŽƵŐŚƐƵƐƚĂŝŶĂďůĞŵŽĚĞůƐ͘
Ŀ tĞƵŶĚĞƌƐƚĂŶĚƚŚĞƵŶŝƋƵĞĨĂĐƚŽƌƐƚŚĂƚĂīĞĐƚƚŚĞĚĞǀĞůŽƉŵĞŶƚ͕ŽǁŶĞƌƐŚŝƉĂŶĚŽƉĞƌĂƟŽŶŽĨŚĞĂůƚŚĐĂƌĞ
ĨĂĐŝůŝƟĞƐ͘KƵƌƉƌŽũĞĐƚƉŽƌƞŽůŝŽĚĞŵŽŶƐƚƌĂƚĞƐŽƵƌƐƵĐĐĞƐƐĂŶĚůŽŶŐ-ƚĞƌŵƌĞůĂƟŽŶƐŚŝƉƐǁĞƐŚĂƌĞǁŝƚŚ
ƉŚLJƐŝĐŝĂŶƐ͕ƉƌŽĨĞƐƐŝŽŶĂůƐ͕ĂŶĚŚĞĂůƚŚƐLJƐƚĞŵƐ͘
Ŀ dŚĞƉƌŝŶĐŝƉĂůƐŚĂǀĞĚĞǀĞůŽƉĞĚŽǀĞƌϯŵŝůůŝŽŶƐƋƵĂƌĞĨĞĞƚŽĨŵĞĚŝĐĂůŽĸĐĞ͕ƉƌŽĨĞƐƐŝŽŶĂůŽĸĐĞ͕ŚŽƐƉŝƚĂůŝƚLJ
ĂŶĚŵŝdžĞĚ-ƵƐĞƉƌŽƉĞƌƟĞƐ͘
sĂůƵĞΘsŝƐŝŽŶĿ>ŽŶŐ-dĞƌŵZĞůĂƟŽŶƐŚŝƉƐĿ^ĞƌǀŝĐĞ
Page 1782 of 7162
DĞƌĐLJtĞůůŶĞƐƐĂŵƉƵƐ
ůŝǀĞ͕/ŽǁĂ
dŚĞϮϰ-ĂĐƌĞDĞƌĐLJtĞůůŶĞƐƐĂŵƉƵƐŝŶĐůƵĚĞƐƚŚĞzD,ĞĂůƚŚLJ
>ŝǀŝŶŐĞŶƚĞƌƚŽĚĞůŝǀĞƌĂŵĞĚŝĐĂůůLJ-ŝŶƚĞŐƌĂƚĞĚĂƉƉƌŽĂĐŚƚŽǁĞůůͲ
ŶĞƐƐ͕ŚĞĂůŝŶŐĂŶĚŚĞĂůƚŚLJůŝǀŝŶŐƚŽƉĂƟĞŶƚƐĂŶĚƚŚĞƉƵďůŝĐ͘
^ƵƌƌŽƵŶĚŝŶŐƚŚĞzD,ĞĂůƚŚLJ>ŝǀŝŶŐĞŶƚĞƌŽŶƚŚĞDĞƌĐLJtĞůůͲ
ŶĞƐƐĂŵƉƵƐĂƌĞĮǀĞƐƚĂƚĞ-ŽĨ-ƚŚĞ-ĂƌƚŵĞĚŝĐĂůďƵŝůĚŝŶŐƐ͘dŚĞƐĞƌͲ
ǀŝĐĞƐǁŝƚŚŝŶƚŚĞĂŵƉƵƐŝŶĐůƵĚĞŵĞĚŝĐĂů-ďĂƐĞĚĮƚŶĞƐƐ͕ZĂĚŝĂƟŽŶ
KŶĐŽůŽŐLJ͕DĞĚŝĐĂůKŶĐŽůŽŐLJ͕tŽŵĞŶ͛Ɛ^ƉĞĐŝĂůƚLJ^ĞƌǀŝĐĞƐ͕/ŵĂŐͲ
ŝŶŐ^ĞƌǀŝĐĞƐ;DZ/͕d͕WĞƚdͿ͕ŵďƵůĂƚŽƌLJ^ƵƌŐĞƌLJ͕KƌƚŚŽƉĞĚŝĐͬ
^ƉŽƌƚƐDĞĚŝĐŝŶĞ͕WŚLJƐŝĐĂůdŚĞƌĂƉLJ͕^ůĞĞƉ>Ăď͕,ŽŵĞZĞƐƉŝƌĂƚŽƌLJ
ĂƌĞĂŶĚtĞŝŐŚƚ>ŽƐƐ͘
&ĞĂƚƵƌĞĚ,ĞĂůƚŚĐĂƌĞWƌŽũĞĐƚ
Page 1783 of 7162
zD,ĞĂůƚŚLJ>ŝǀŝŶŐĞŶƚĞƌ
ůŝǀĞ͕/ŽǁĂ
dŚĞƚǁŽ-ƐƚŽƌLJ͕ϲϳ͕ϰϰϯ-ƐƋƵĂƌĞ-ĨŽŽƚ͕zD,ĞĂůƚŚLJ>ŝǀŝŶŐĞŶƚĞƌ
;,>ͿƉƌŽǀŝĚĞƐŵĞĚŝĐĂůůLJ-ďĂƐĞĚĮƚŶĞƐƐĂŶĚǁĞůůŶĞƐƐƉƌŽŐƌĂŵƐ͘
ůŝŶŝĐĂůŝŶƚĞŐƌĂƟŽŶƐĞƉĂƌĂƚĞƐƚŚĞzD,ĞĂůƚŚLJ>ŝǀŝŶŐĞŶƚĞƌ
ĨƌŽŵĂƚƌĂĚŝƟŽŶĂůĮƚŶĞƐƐĐĞŶƚĞƌ͘dŚĞ,>ŽīĞƌƐĞǀŝĚĞŶĐĞ-ďĂƐĞĚ
ƉƌŽŐƌĂŵƐĨŽƌƉƌĞǀĞŶƟŽŶ͕ƌĞŚĂďŝůŝƚĂƟŽŶĂŶĚƌĞƐƚŽƌĂƟŽŶ͘
dŚĞ,ĞĂůƚŚLJ>ŝǀŝŶŐĞŶƚĞƌŽƉĞŶĞĚŝŶ:ƵŶĞϮϬϬϵ͕ďƌŝŶŐŝŶŐƚŽŐĞƚŚͲ
ĞƌƚŚĞĞdžƉĞƌƟƐĞŽĨŵĞĚŝĐĂůĂŶĚĮƚŶĞƐƐƉƌŽĨĞƐƐŝŽŶĂůƐƚŽŵŽƌĞ
ĞīĞĐƟǀĞůLJŝŵƉĂĐƚĂƉĞƌƐŽŶ͛ƐŚĞĂůƚŚĂŶĚǁĞůů-ďĞŝŶŐ͘
dŚĞƉƌŽũĞĐƚŝƐƚŚĞƌĞƐƵůƚŽĨƚŚĞŵĞĚŝĐĂůĞdžƉĞƌƟƐĞŽĨDĞƌĐLJDĞĚŝͲ
ĐĂůĞŶƚĞƌ͕ƚŚĞzD͛ƐƉƌŽǀĞŶĮƚŶĞƐƐŵĞƚŚŽĚƐĂŶĚƚŚĞĚĞǀĞůŽƉͲ
ŵĞŶƚĞdžƉĞƌŝĞŶĐĞŽĨƚŚĞƉƌŝŶĐŝƉĂůƐŽĨ,W͘
&ĞĂƚƵƌĞĚ,ĞĂůƚŚĐĂƌĞWƌŽũĞĐƚ
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DĞĚŝĐĂůKĸĐĞƵŝůĚŝŶŐƐ
^ƚ͘ŶƚŚŽŶLJDĞĚŝĐĂůĂŵƉƵƐ
>ĂŬĞǁŽŽĚ͕ŽůŽƌĂĚŽ
dŚĞĨŽƵƌ-ƐƚŽƌLJŵĞĚŝĐĂůŽĸĐĞďƵŝůĚŝŶŐƐĂƌĞůŽĐĂƚĞĚŽŶĞŶƚƵƌĂ
,ĞĂůƚŚ͛Ɛ ŶĞǁ ^ƚ͘ ŶƚŚŽŶLJ DĞĚŝĐĂů ĂŵƉƵƐ͕ ůŽĐĂƚĞĚ ŝŶ >ĂŬĞͲ
ǁŽŽĚ͕ŽůŽƌĂĚŽ͘
dŚĞƉƌŽũĞĐƚŝŶĐůƵĚĞƐDĞĚŝĐĂůWůĂnjĂ/;ϵϴ͕ϬϬϬ-ƐƋƵĂƌĞ-ĨĞĞƚͿĂŶĚ
DĞĚŝĐĂů WůĂnjĂ // ;ϭϬϮ͕ϬϬϬ-ƐƋƵĂƌĞ-ĨĞĞƚͿ͘ ŽƚŚ ŵĞĚŝĐĂů ŽĸĐĞ
ďƵŝůĚŝŶŐƐĐŽŶŶĞĐƚƚŽƚŚĞŶĞǁŚŽƐƉŝƚĂůĨĂĐŝůŝƟĞƐǁŝƚŚŝŶƚŚĞŵĞĚŝͲ
ĐĂůĐĂŵƉƵƐ͕ŝŶĐůƵĚŝŶŐƚŚĞϰϴ-ďĞĚKƌƚŚŽŽůŽƌĂĚŽ,ŽƐƉŝƚĂůĂŶĚ
ƚŚĞϮϮϮ-ďĞĚ^ƚ͘ŶƚŚŽŶLJ,ŽƐƉŝƚĂů͘
^ƚ͘ŶƚŚŽŶLJ,ŽƐƉŝƚĂůŝƐƉĂƌƚŽĨĞŶƚƵƌĂ,ĞĂůƚŚ^LJƐƚĞŵŝŶŽůŽƌĂͲ
ĚŽ͕ ǁŚŝĐŚ ŝƐ Ă ũŽŝŶƚ ǀĞŶƚƵƌĞ ďĞƚǁĞĞŶ ĞŶǀĞƌ-ďĂƐĞĚ ĂƚŚŽůŝĐ
,ĞĂůƚŚ/ŶŝƟĂƟǀĞƐĂŶĚƚŚĞWŽƌƚĞƌĐĂƌĞĚǀĞŶƟƐƚ,ĞĂůƚŚ^LJƐƚĞŵ͘
&ĞĂƚƵƌĞĚ,ĞĂůƚŚĐĂƌĞWƌŽũĞĐƚ
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^ĂŶĨŽƌĚDĞĚŝĐĂůĞŶƚĞƌ
ďĞƌĚĞĞŶ͕^ŽƵƚŚĂŬŽƚĂ
dŚĞϭϭϯ͕ϬϬϬƐƋƵĂƌĞ-ĨŽŽƚ^ĂŶĨŽƌĚDĞĚŝĐĂůĞŶƚĞƌĨĞĂƚƵƌĞƐĂ
ƚŚƌĞĞ-ƐƚŽƌLJĚĞƐŝŐŶǁŝƚŚϰϴďĞĚƐ͘/ƚŝƐĂƩĂĐŚĞĚƚŽƚŚĞ^ĂŶĨŽƌĚ
ůŝŶŝĐďĞƌĚĞĞŶ;ϱϴ͕ϬϬϬ-ƐƋƵĂƌĞ-ĨĞĞƚͿ͕ǁŚŝĐŚǁĂƐĂůƐŽĚĞǀĞůŽƉĞĚ
ďLJƚŚĞƉƌŝŶĐŝƉĂůƐŽĨ,W͘
dŚĞŵĞĚŝĐĂůĐĞŶƚĞƌŝƐĚĞƐŝŐŶĞĚƚŽďĞĞdžƉĂŶĚĂďůĞŝŶƚŚĞĨƵƚƵƌĞƚŽ
ĨŽƵƌ-ƐƚŽƌŝĞƐĂŶĚϯϮĂĚĚŝƟŽŶĂůďĞĚƐ͘
dŚĞŵĞĚŝĐĂůĐĞŶƚĞƌ͛ƐƐĞƌǀŝĐĞƐŝŶĐůƵĚĞĂŶĞŵĞƌŐĞŶĐLJĚĞƉĂƌƚͲ
ŵĞŶƚ͕ŚĞĂƌƚĐĂƚŚĞƚĞƌŝnjĂƟŽŶůĂď͕ĂĚǀĂŶĐĞĚŝŵĂŐŝŶŐ͕ŽƉĞƌĂƟŽŶ
ƌŽŽŵƐ͕ůĂďŽƌĂŶĚĚĞůŝǀĞƌLJ͘
&ĞĂƚƵƌĞĚ,ĞĂůƚŚĐĂƌĞWƌŽũĞĐƚ
Page 1786 of 7162
/ŽǁĂ,ĞĂƌƚĞŶƚĞƌ
tĞƐƚĞƐDŽŝŶĞƐ͕/ŽǁĂ
dŚĞ/ŽǁĂ,ĞĂƌƚĞŶƚĞƌŝƐĂƚǁŽ-ƐƚŽƌLJ͕ϴϯ͕ϯϭϴ-ƐƋƵĂƌĞ-ĨŽŽƚŵĞĚŝͲ
ĐĂůŽĸĐĞĨĂĐŝůŝƚLJƐƉĞĐŝĂůŝnjŝŶŐŝŶĂƌĞĂƐŽĨƚŚĞŚĞĂƌƚ͘
dŚĞďƵŝůĚŝŶŐƐŝƚƐŽŶϳ͘ϱϱ-ĂĐƌĞƐĂŶĚŚŽůĚƐƚŚƌĞĞĞdžĂŵƉŽĚƐ͕ƉŚůĞͲ
ďŽƚŽŵLJ͕ůŝƉŝĚƐ͕dƐĐĂŶ͕ŶƵĐůĞĂƌŵĞĚŝĐŝŶĞ͕ƌĞƐĞĂƌĐŚĂƌĞĂ͕ĂĚŵŝŶͲ
ŝƐƚƌĂƟǀĞŽĸĐĞƐ͕ĂĐĐŽƵŶƟŶŐ͕ŝŶĨŽƌŵĂƟŽŶƚĞĐŚŶŽůŽŐLJ͕ŵĞĚŝĐĂů
ĮůŝŶŐ͕ĞŵƉůŽLJĞĞĞĚƵĐĂƟŽŶ͕ĐŽŶĨĞƌĞŶĐĞƌŽŽŵƐ͕ĂŶĚĂƐŵĂůůĐĂĨĞ͘
&ĞĂƚƵƌĞĚ,ĞĂůƚŚĐĂƌĞWƌŽũĞĐƚ
Page 1787 of 7162
DĞƌĐLJtĞƐƚ>ĂŬĞƐ,ŽƐƉŝƚĂů
tĞƐƚĞƐDŽŝŶĞƐ͕/ŽǁĂ
dŚĞϮϯϭ͕ϬϬϬ-ƐƋƵĂƌĞ-ĨŽŽƚ͕ĮǀĞ-ƐƚŽƌLJ͕ϴϬ-ďĞĚΨϭϬϬŵŝůůŝŽŶŚŽƐƉŝͲ
ƚĂůŝƐĐŽŶƐƚƌƵĐƚĞĚǁŝƚŚĂƐƚĞĞůƐƚƌƵĐƚƵƌĞĂŶĚĂďƌŝĐŬĂŶĚĐƵƌƚĂŝŶ
ǁĂůůĞdžƚĞƌŝŽƌ͘
dŚĞďƵŝůĚŝŶŐŝŶĐůƵĚĞƐĂĚŵŝŶŝƐƚƌĂƟŽŶŽĸĐĞƐ͕ĐĂĨĞƚĞƌŝĂĂŶĚŬŝƚĐŚͲ
ĞŶ͕ƐƵƌŐĞƌLJƐƵŝƚĞƐ͕ŝŵĂŐŝŶŐ͕ĞŵĞƌŐĞŶĐLJĚĞƉĂƌƚŵĞŶƚ͕ůĂďŽƌĂƚŽƌLJ͕
>ZWƐƵŝƚĞƐĂŶĚƉĂƟĞŶƚǁŝŶŐƐ͘
&ĞĂƚƵƌĞĚ,ĞĂůƚŚĐĂƌĞWƌŽũĞĐƚ
Page 1788 of 7162
,ĞĂůƚŚĐĂƌĞWƌŽũĞĐƚƐ
^ĂŶĨŽƌĚůŝŶŝĐďĞƌĚĞĞŶ
ϯϬϭϱϯƌĚǀĞ^
ďĞƌĚĞĞŶ͕^ŽƵƚŚĂŬŽƚĂ
^ŝŶŐůĞdĞŶĂŶƚ͗ZĞŐŝŽŶĂů,ĞĂůƚŚĐĂƌĞůŝŶŝĐ
ϱϴ͕Ϯϵϱ^&
ĂůůĂƐŽƵŶƚLJDĞĚŝĐĂůKĸĐĞ
ϲϭϬϭϬƚŚ^ƚƌĞĞƚ
WĞƌƌLJ/ŽǁĂ
DƵůƟ-ƚĞŶĂŶƚŵĞĚŝĐĂůŽĸĐĞ
ϯϭ͕ϲϱϬ^&
DĞƌĐLJtĞůůŶĞƐƐĂŵƉƵƐ
ϭϮϴƚŚΘhŶŝǀĞƌƐŝƚLJǀĞŶƵĞ
ůŝǀĞ͕/ŽǁĂ
Ϯϰ͘ϯϱ-ĂĐƌĞƐŝƚĞͬϭ͕ϬϲϬ͕ϲϴϲƐŝƚĞ^&
^ŝdžƵŝůĚŝŶŐƐͬϮϳϭ͕ϬϬϬ^&
Page 1789 of 7162
,ĞĂůƚŚĐĂƌĞWƌŽũĞĐƚƐ
DĞĚŝĐĂůƵŝůĚŝŶŐ
ϱϵϬϭtĞƐƚŽǁŶWĂƌŬǁĂLJ
tĞƐƚĞƐDŽŝŶĞƐ͕/ŽǁĂ
DƵůƚŝ-ƚĞŶĂŶƚDĞĚŝĐĂůKĨĨŝĐĞͬ^ƵƌŐĞƌLJĞŶƚĞƌ
ϲϴ͕ϱϯϰ^&
DĞƌĐLJEŽƌƚŚDĞĚŝĐĂůĂŵƉƵƐ
ϴϬϬ ϭƐƚ^ƚƌĞĞƚ
ŶŬĞŶLJ͕/ŽǁĂ
DƵůƚŝ-ƚĞŶĂŶƚDĞĚŝĐĂůKĨĨŝĐĞͬ^ƵƌŐĞƌLJĞŶƚĞƌ
ϵϱ͕ϰϴϲ^&
/ŽǁĂ,ĞĂƌƚ
ϱϴϴϬhŶŝǀĞƌƐŝƚLJǀĞŶƵĞ
tĞƐƚĞƐDŽŝŶĞƐ͕/ŽǁĂ
ƵŝůĚƚŽƐƵŝƚ
ϴϯ͕ϯϭϴ^&
Page 1790 of 7162
,ĞĂůƚŚĐĂƌĞWƌŽũĞĐƚƐ
DĞƌĐLJ^ŽƵƚŚ
ϲϲϱϭ^͘t͘ϵƚŚ^ƚƌĞĞƚ
ĞƐDŽŝŶĞƐ͕/ŽǁĂ
DĞĚŝĐĂůKĸĐĞ
ϵ͕ϭϱϯ^&
DĞĚŝĐĂůKĸĐĞ
ϯϯϬ>ĂƵƌĞů^ƚƌĞĞƚ
ĞƐDŽŝŶĞƐ͕/ŽǁĂ
DƵůƟ-dĞŶĂŶƚDĞĚŝĐĂůKĸĐĞ
ϰϳ͕ϴϰϯ^&
hŶĚĞƌŐƌŽƵŶĚƉĂƌŬŝŶŐ
ĞŶƚƌĂů/ŽǁĂ,ĞĂůƚŚ^LJƐƚĞŵƐ
ϳϰϴϭh^,ǁLJϲϱͬϲϵ
ĞƐDŽŝŶĞƐ͕/ŽǁĂ
WƌŝŵĂƌLJĂƌĞůŝŶŝĐ
ϭϮ͕ϰϴϯ^&
Page 1791 of 7162
,ĞĂůƚŚĐĂƌĞWƌŽũĞĐƚƐ
^ŽŵĞƌƐĞƚ^ƵƌŐĞƌLJĞŶƚĞƌ
ϯϬDĞĚWĂƌŬƌŝǀĞ
^ŽŵĞƌƐĞƚ͕<ĞŶƚƵĐŬLJ
DĞĚŝĐĂůKĸĐĞ
ϭϰ͕ϱϬϬ^&
:ŽůŝĞƚ^ƵƌŐĞƌLJĞŶƚĞƌ
ϵϵϴϭϮϵƚŚ/ŶĨĂŶƚƌLJƌŝǀĞ
:ŽůŝĞƚ͕/ůůŝŶŽŝƐ
DĞĚŝĐĂůKĸĐĞ
ϭϰ͕ϲϭϲ^&
ĞƐDŽŝŶĞƐ^ƵƌŐĞƌLJĞŶƚĞƌ
ϳϭϳ>LJŽŶ^ƚƌĞĞƚ
tĞƐƚĞƐDŽŝŶĞƐ͕/ŽǁĂ
DĞĚŝĐĂůKĸĐĞ
ϭϰ͕ϰϲϴ^&
Page 1792 of 7162
,ĞĂůƚŚĐĂƌĞWƌŽũĞĐƚƐ
ĞŶƚƌĂů/ŽǁĂ,ĞĂůƚŚ^LJƐƚĞŵƐ
E͘ ͘ϭϰƚŚ^ƚƌĞĞƚΘ ƵĐůŝĚ
ĞƐDŽŝŶĞƐ͕/ŽǁĂ
WƌŝŵĂƌLJĂƌĞůŝŶŝĐ
ϵ͕ϳϱϵ^&
DĞĚŝĐĂůůŝŶŝĐ
ϭϱϱϭ^͘ϯƌĚ^ƚƌĞĞƚ
'ƌŝŵĞƐ͕/ŽǁĂ
WƌŝŵĂƌLJĂƌĞůŝŶŝĐ
ϴ͕ϯϲϭ^&
ĞŶƚƌĂů/ŽǁĂ,ĞĂůƚŚ^LJƐƚĞŵƐ
ϯϬϱ^͘,ǁLJϲϵ
,ƵdžůĞLJ͕/ŽǁĂ
WƌŝŵĂƌLJĂƌĞůŝŶŝĐ
ϱ͕ϱϰϴ^&
Page 1793 of 7162
,ĞĂůƚŚĐĂƌĞWƌŽũĞĐƚƐ
DĞƌĐLJůŝŶŝĐtĂƵŬĞĞ
Ϯϱt͘,ŝĐŬŵĂŶZŽĂĚ
tĂƵŬĞĞ͕/ŽǁĂ
&ĂŵŝůLJƉƌĂĐƟĐĞĐůŝŶŝĐΘƉŚLJƐŝĐĂůƚŚĞƌĂƉLJ
ϭϯ͕ϵϴϳ^&
DĞƌĐLJĂƉŝƚŽůDĞĚŝĐĂůKĸĐĞ
ϭϯϱϬĞƐDŽŝŶĞƐ^ƚƌĞĞƚ
ĞƐDŽŝŶĞƐ͕/ŽǁĂ
DƵůƟ-ƚĞŶĂŶƚDĞĚŝĐĂůKĸĐĞ
ϭϳ͕ϯϭϴ^&
DĞƌĐLJWƌĂŝƌŝĞdƌĂŝů
ϮϲϬϱ^ttŚŝƚĞŝƌĐŚƌŝǀĞ
ŶŬĞŶLJ͕/ŽǁĂ
DƵůƟ-ƚĞŶĂŶƚDĞĚŝĐĂůKĸĐĞ
ϭϬ͕ϲϬϬ^&
Page 1794 of 7162
&ĞĂƚƵƌĞĚWƌŽĨĞƐƐŝŽŶĂůKĸĐĞWƌŽũĞĐƚ
ϲϲϬϭΘϲϳϬϭtĞƐƚŽǁŶWĂƌŬǁĂLJ
tĞƐƚĞƐDŽŝŶĞƐ͕/ŽǁĂ
dŚĞƚǁŽŐůĂƐƐĂŶĚďƌŝĐŬƚǁŽ-ƐƚŽƌLJďƵŝůĚŝŶŐƐĂƌĞůŽĐĂƚĞĚ
ŝŶ tĞƐƚ ĞƐ DŽŝŶĞƐ͕ /ŽǁĂ͘ ϲϲϬϭ tĞƐƚŽǁŶ ĨĞĂƚƵƌĞƐ
ϰϲ͕ϬϬϬ ƐƋƵĂƌĞ ĨĞĞƚ ŽĨ ůĂƐƐ ŽĸĐĞ ƐƉĂĐĞ͘ ϲϳϬϭ
tĞƐƚŽǁŶĨĞĂƚƵƌĞƐŽǀĞƌϲϬ͕ϬϬϬƐƋƵĂƌĞĨĞĞƚŽĨůĂƐƐ
ŽĸĐĞĂŶĚƵŶĚĞƌŐƌŽƵŶĚƉĂƌŬŝŶŐ͘
dŚĞďƵŝůĚŝŶŐƐĂƌĞŝĚĞĂůůLJůŽĐĂƚĞĚŽŶĂƉƌĞŵŝĞƌůĂŬĞƐŝĚĞ
ƐĞƫŶŐǁŝƚŚĚƌĂŵĂƟĐĂƚƌŝƵŵůŽďďŝĞƐƉƌŽǀŝĚŝŶŐĂďƵŶͲ
ĚĂŶƚŶĂƚƵƌĂůůŝŐŚƟŶŐĂŶĚĚŝƐƟŶĐƟǀĞĐŽŶƚĞŵƉŽƌĂƌLJĂƌͲ
ĐŚŝƚĞĐƚƵƌĞ ǁŝƚŚ ƐŝŐŶĂƚƵƌĞ ĐƵƌǀŝŶŐ ŐůĂƐƐ ĨĂĕĂĚĞƐ ĂĐͲ
ĐĞŶƚĞĚǁŝƚŚĂƐƚŽŶĞĚĞƚĂŝůĞĚǀĞƐƟďƵůĞ͘
Page 1795 of 7162
&ĞĂƚƵƌĞĚDŝdžĞĚ-hƐĞWƌŽũĞĐƚ
ĂǀŝƐƌŽǁŶdŽǁĞƌ
ĞƐDŽŝŶĞƐ͕/ŽǁĂ
dŚĞĂǀŝƐƌŽǁŶdŽǁĞƌŝŶĞƐDŽŝŶĞƐ͕/ŽǁĂŝƐĂϭϯ-
ƐƚŽƌLJ͕ϰϲϱ͕ϬϬϬƐƋƵĂƌĞĨĞĞƚ͕ƟĞƌĞĚŵŝdžŽĨŚŝŐŚ-ĞŶĚƌĞͲ
ƚĂŝů͕ƉĂƌŬŝŶŐĂŶĚůĂƐƐŽĸĐĞƐƉĂĐĞ͕ƐĞƚŽīǁŝƚŚĂŶ
ŝĐŽŶŝĐĐLJůŝŶĚĞƌƚŽǁĞƌŽŶƚŚĞŶŽƌƚŚǁĞƐƚĐŽƌŶĞƌ͘
dŚĞŵŝdžĞĚ-ƵƐĞďƵŝůĚŝŶŐƵƐĞƐƚŚĞƐĞǀĞŶůĞǀĞůƐŽĨƉĂƌŬŝŶŐ
ƚŽƌĂŝƐĞƚŚĞĨŽƵƌƚŽƉŇŽŽƌƐŽĨŽĸĐĞƐƉĂĐĞŚŝŐŚĞŶŽƵŐŚ
ƚŽƉƌŽǀŝĚĞĂŶŽǀĞƌǀŝĞǁŽĨŵƵĐŚŽĨƚŚĞĚŽǁŶƚŽǁŶĂƌĞĂ͘
Page 1796 of 7162
&ĞĂƚƵƌĞĚWƌŽĨĞƐƐŝŽŶĂůKĸĐĞWƌŽũĞĐƚ
ϭϲϬϭtĞƐƚ>ĂŬĞƐ
tĞƐƚĞƐDŽŝŶĞƐ͕/ŽǁĂ
dŚĞϭϲϬϭtĞƐƚ>ĂŬĞƐƉƌŽĨĞƐƐŝŽŶĂůŽĸĐĞďƵŝůĚŝŶŐŝƐůŽͲ
ĐĂƚĞĚŝŶtĞƐƚĞƐDŽŝŶĞƐ͕/ŽǁĂĂŶĚŽīĞƌƐŽǀĞƌϯϱ͕ϬϬϬ
ƐƋƵĂƌĞĨĞĞƚŽĨƐƉĂĐĞŽŶƚŚƌĞĞůĞǀĞůƐ͘dŚĞďƵŝůĚŝŶŐĨĞĂͲ
ƚƵƌĞƐ ŽĸĐĞƐ ĂŶĚ ĐŽŶĨĞƌĞŶĐĞ ƌŽŽŵƐ ǁŝƚŚ ĂďƵŶĚĂŶƚ
ǁŝŶĚŽǁƐŽīĞƌŝŶŐƐĐĞŶŝĐǀŝĞǁƐŽĨƚŚĞůĂŬĞ͘
dŚĞďƵŝůĚŝŶŐ͛ƐƉƌĞŵŝĞƌůĂŬĞƐŝĚĞůŽĐĂƟŽŶŝƐŝĚĞĂůůLJůŽĐĂƚͲ
ĞĚŽŶtĞƐƚŽǁŶWĂƌŬǁĂLJŶĞĂƌϲϬƚŚ^ƚƌĞĞƚĂŶĚhŶŝǀĞƌƐŝͲ
ƚLJ͕ŝŶƚŚĞŚĞĂƌƚŽĨƚŚĞĞŵĞƌŐŝŶŐŵĞĚŝĐĂůŵŝůĞĚŝƐƚƌŝĐƚ
ǁŝƚŚŶĞǁŵĞĚŝĐĂůĐĂŵƉƵƐĞƐĂŶĚŚŽƐƉŝƚĂůƐ͘
Page 1797 of 7162
&ĞĂƚƵƌĞĚDŝdžĞĚ-hƐĞWƌŽũĞĐƚ
sŝůůĂŐĞŽĨWŽŶĚĞƌŽƐĂ
tĞƐƚĞƐDŽŝŶĞƐ͕/ŽǁĂ
dŚĞsŝůůĂŐĞŽĨWŽŶĚĞƌŽƐĂŝƐĂŶŝŶĞƚLJ-ĮǀĞĂĐƌĞ͕ŵŝdžĞĚ-
ƵƐĞĚ͕ůŝǀĞ͕ǁŽƌŬ͕ĂŶĚƉůĂLJĚĞǀĞůŽƉŵĞŶƚ͘
/ƚĚĞůŝǀĞƌƐƌĞƐŝĚĞŶƟĂů͕ŽĸĐĞ͕ĂŶĚŚŽƐƉŝƚĂůŝƚLJ
ĞŶǀŝƌŽŶŵĞŶƚƐ͘
Page 1798 of 7162
:ŽŶ'ĂƌŶĂĂƐ͕
ŚŝĞĨ džĞĐƵƟǀĞKĸĐĞƌ
DĞĚŝĐĂůKĸĐĞΘ,ĞĂůƚŚĐĂƌĞ
Ŀ ϲϯ͕ϬϬϬ^&,ĞĂůƚŚLJ>ŝǀŝŶŐĞŶƚĞƌ-ůŝǀĞ͕/ŽǁĂ
Ŀ ϯϯ͕ϬϬϬ^&DĞĚŝĐĂůKĸĐĞƵŝůĚŝŶŐ-ůŝǀĞ͕/ŽǁĂ
Ŀ ϯϱ͕ϬϬϬ^&KŶĐŽůŽŐLJĞŶƚĞƌ-ůŝǀĞ͕/ŽǁĂ͖DĞƌĐLJĂŶĐĞƌĞŶƚĞƌ
Ŀ ϲϴ͕ϬϬϬ^&DĞĚŝĐĂůKĸĐĞƵŝůĚŝŶŐ–tĞƐƚĞƐDŽŝŶĞƐ͕/ŽǁĂ
DƵůƟ-^ƉĞĐŝĂůƚLJĂŶĚ^ƵƌŐĞƌLJĞŶƚĞƌ
Ŀ ϳϮ͕ϬϬϬ^&ĂƌĚŝŽůŽŐLJĞŶƚĞƌ-tĞƐƚĞƐDŽŝŶĞƐ͕/ŽǁĂ͖/ŽǁĂ,ĞĂƌƚ
Ŀ ϰϴ͕ϬϬϬ^&DĞĚŝĐĂůKĸĐĞƵŝůĚŝŶŐ-ĞƐDŽŝŶĞƐ͕/ŽǁĂ
Ŀ ϱϵ͕ϬϬϬ^&WƌŝŵĂƌLJĂƌĞƵŝůĚŝŶŐ-ďĞƌĚĞĞŶ͕^ŽƵƚŚĂŬŽƚĂ
Ŀ ϭϭϯ͕ϬϬϬ^&,ŽƐƉŝƚĂů-ďĞƌĚĞĞŶ͕^ŽƵƚŚĂŬŽƚĂ͖^ĂŶĨŽƌĚ,ĞĂůƚŚ
Ŀ ϵ͕ϬϬϬ^&ŝĂůLJƐŝƐĞŶƚĞƌ-ĞƐDŽŝŶĞƐ͕/ŽǁĂ͖ZĞŶĂůĂƌĞ'ƌŽƵƉ
Ŀ ϰϮ͕ϬϬϬ^&DĞĚŝĐĂůKĸĐĞ-WĞƌƌLJ͕/ŽǁĂ͖ĂůůĂƐŽƵŶƚLJ,ŽƐƉŝƚĂů
Ŀ Ϯϰ͕ϱϬϬ^&WƌŝŵĂƌLJĂƌĞ-hƌďĂŶĚĂůĞ͕/ŽǁĂ͖/ŽǁĂ,ĞĂůƚŚ^LJƐƚĞŵƐ
Ŀ ϭϮ͕ϬϬϬ^&DĞĚŝĐĂůĂŵƉƵƐ-,ƵdžůĞLJ͕/ŽǁĂ͖/ŽǁĂ,ĞĂůƚŚ^LJƐƚĞŵƐ
Ŀ ϭϮ͕ϱϬϬ^&WƌŝŵĂƌLJĂƌĞ-ĞƐDŽŝŶĞƐ͕/ŽǁĂ͖/ŽǁĂ,ĞĂůƚŚ^LJƐƚĞŵƐ
Ŀ ϭϰ͕ϬϬϬWƌŝŵĂƌLJĂƌĞ-tĂƵŬĞĞ͕/ŽǁĂ͖DĞƌĐLJ&ĂŵŝůLJWƌĂĐƟĐĞ
Ŀ ϭϰ͕ϬϬϬ^&^ƵƌŐĞƌLJĞŶƚĞƌƐ-:ŽůŝĞƚ͕/ůůŝŶŽŝƐΘ^ŽŵĞƌƐĞƚ͕<ĞŶƚƵĐŬLJ
^ƵƌŐĞƌLJĞŶƚĞƌƐŽĨŵĞƌŝĐĂ
Ŀ ϭϰ͕ϬϬϬ^&DĞĚŝĐĂůKĸĐĞ-'ƌƵŶĚLJĞŶƚĞƌ͕/ŽǁĂ͖/ŽǁĂ,ĞĂůƚŚ^LJƐƚĞŵƐ
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ϮϭϱϭϬƚŚ^ƚƌĞĞƚ͕ĞƐDŽŝŶĞƐ͕/ŽǁĂ
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Ŀ WƌĞƐŝĚĞŶƚ͕ůŝǀĞŽŵŵƵŶŝƚLJ&ŽƵŶĚĂƟŽŶ
Ŀ ϮϬϬϴůŝǀĞŝƟnjĞŶŽĨƚŚĞzĞĂƌ
Ŀ ϮϬϬϵ&ŝŶĂůŝƐƚ͕ ƌŶƐƚΘzŽƵŶŐ ŶƚƌĞƉƌĞŶĞƵƌŽĨƚŚĞzĞĂƌǁĂƌĚ
WƌŝŶĐŝƉĂůWƌŽĮůĞ
͞tĞĂƌĞŐŝǀĞŶƚŚĞŽƉƉŽƌƚƵŶŝƚLJƚŽ
ŵĂŬĞ Ă ĚŝīĞƌĞŶĐĞ ĞǀĞƌLJ ĚĂLJ͘
tĞ ďƵŝůĚ ƐƵƐƚĂŝŶĂďůĞ ĐŽůůĂďŽƌĂͲ
ƟǀĞ ƌĞůĂƟŽŶƐŚŝƉƐ ǁŝƚŚ ŝŶƚĞŐƌŝƚLJ͕
ƉĂƐƐŝŽŶ͕ƚĞŶĂĐŝƚLJ͕ĂŶĚĨƵŶ͘͟
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ϲϲϬϭtĞƐƚŽǁŶWĂƌŬǁĂLJ͕^ƵŝƚĞϮϬϬ͕tĞƐƚĞƐDŽŝŶĞƐ͕/ŽǁĂϱϬϮϲϲϱϭϱ͘ϱϭϮ -ϵϮϮϱ
WƌĞǀĞŶƟŽŶ
ZĞƐƚŽƌĂƟŽŶ
ZĞŚĂďŝůŝƚĂƟŽŶ
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THEIN WELL-NESS LLC
STATUS: For Profit HOLDING COMPANY
ROLE: OWNERSHIP/ FISCAL OVERSIGHT
COMPANIES: 1, 2, 3 (40%) & 4
EMPLOYER ID: 88-3839875
FLORIDA: L17000263410
EST: 06/25/2024
CORE HEALTH PARTNERS LLC
STATUS: For Profit
ROLE: COMPLIANCE MEDICAL SERVICES
EMPLOYER ID: 84-3591813
FLORIDA: L17000263410
EST: 12/28/2017
LICENSE: Fed. Health Care Clinic 18503
Medicaid ID: 105080101
Medicare ID: PTAN L1221
NPI: 1649815200
ADA ID: 006507
SAM UEI: FFKHQH4HBMM6
CAGE: 8KBL3
DUNS: 067482069
CORE HEALTH PARTNERS FOUNDATION INC.
STATUS: 501c3 Non-Profit
ROLE: OWNERSHIP/ OPERATIONS
EMPLOYER ID: 87-1913176
FLORIDA: N21000008904
EST: 07/24/21
SAM UEI: DK1TGRLPQZU5
CAGE: 9VRF1
DUNS: 103559106
TOGETHERHOOD INITIATIVE INC.
STATUS: 501c3 Non-Profit
ROLE: COMMUNITY CONECTIVITY
EMPLOYER ID: 88-2113475
FLORIDA: N22000004303
EST: 04/18/2022
NUTRITION PATHWAYS LLC
STATUS: For Profit
ROLE: REGLITORY COMPLIANCE
PRODUCT: NUTRACEUTICALS
EMPLOYER ID: 99-3358997
FLORIDA: L24000245668
EST: 05/29/2024
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CORE HEALTH PARTNERS FOUNDATION INC.
STATUS: 501c3 Non-Profit
ROLE: OWNERSHIP/ OPERATIONS
EMPLOYER ID: 87-1913176
FLORIDA: N21000008904
EST: 07/24/21
SAM UEI: DK1TGRLPQZU5
CAGE: 9VRF1
DUNS: 103559106
PURPOSE
Core Health Partners Foundation Incorporated was established in the State of Florida as a non‐profit corporation, organized exclusively for charitable,
educational, and scientific purposes under Section 501 (c)(3) of the Internal Revenue Code. The Core Health Partners Foundation was created specifically to
receive, hold, invest, and administer property and to make expenditures to or for the benefit of early identification of medical and psychological conditions,
including screening for developmental delays, learning disorders, and chronic conditions or disease followed by assessing the community, individuals and
families experiencing social, geographic, and financial barriers to care, then develop, uniquely hire for the demographic, and manage support system structure,
care delivery, data, quality, and outcomes, cultivating and aligning partners, resource allocation, and case management strategies for provision of solutions
including in-service education, providing direct assistance for those who are in need of clinical, education or intervention service, and medical and nonmedical
services.
ACTION
Core Health Partners Foundation has played a key role in Collier County community health. This non-profit entity is responsible for developing, organizing and
managing a youth referral system for the Collier County Community. This system of referral allows medical providers, non-profits, teachers and caregivers to
seek a pathway to wellness for persons who may benefit from chronic disease self-management and education and/ or screenings and the therapy treatments
associated with evaluating and treating developmental delays. Core Health Partners manages these system of referrals, technology and the environments
created to care for the wellbeing of those in need.
In 2023 Core Health Partners Foundation was nominated by KPMG as one of America’s Top 100 companies for providing health equity.
Website: https://mycorehealthpartners.com/contact-us/
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TOGETHERHOOD INITIATIVE INC.
STATUS: 501c3 Non-Profit
ROLE: COMMUNITY CONECTIVITY
EMPLOYER ID: 88-2113475
FLORIDA: N22000004303
EST: 04/18/2022
PURPOSE
The Togetherhood Initiative Incorporated was in the State of Florida as a non‐profit corporation with the purpose to work within the non-profit community,
specifically to develop relationships with other organizations that have the ability to provide for the medical and social needs of children and adults in financial
distress.
ACTION
The Togetherhood Initiative is anchored by a group of agencies whose vision is to leverage services with-in, and beyond, the buildings that they may
collaboratively occupy in Collier Count. Their goal is to serve pockets of the community whose needs are high in the areas of Togetherhood focus. Together
these agencies utilize their professional expertise for a holistic approach to serve these areas of focus; food for health and nutritional services, programs around
physical fitness and safety, education, resources and programs focused on chronic diseases with health screenings, clinical education, medial therapy and
medical/ wellness supplies and scholarships for those in need.
Website: www.togetherhood.org
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CORE HEALTH PARTNERS LLC
STATUS: For Profit
ROLE: COMPLIANCE MEDICAL SERVICES
EMPLOYER ID: 84-3591813
FLORIDA: L17000263410
EST: 12/28/2017
LICENSE: Fed. Health Care Clinic 18503
Medicaid ID: 105080101
Medicare ID: PTAN L1221
NPI: 1649815200
ADA ID: 006507
SAM UEI: FFKHQH4HBMM6
CAGE: 8KBL3
DUNS: 067482069
PURPOSE
Realizing as much as 90% of what impacts an individual’s health takes place outside clinical walls the Core Health Partners movement formed through the
vision of experienced YMCA employees in Des Moines, Iowa. This group from Iowa is credited with opening the United States first medically integrated
YMCA in Clive, Iowa. This unique model of care was the first ever “Healthy Living Center”.
ACTION
In December of 2017, the Core Health Partners concept was established in SW Florida. It became a way to bring the clinical services and education to our
community where people live, work and play. The CHP medical model is person centered, provider driven, medically integrated, and outcomes based. The
Core Health Partners model of care is center on nutrition education and lifestyle change. Gaining National Recognition by the American Diabetes Association
to deliver diabetes self-management and education services (DSMES) led to the growth of nutrition services. With this accreditation status Core Health
Partners (CHP) hired a clinical team of experts that closely matched the community demographics and understood the language. This become the preferred
agency to deliver nutrition education in the Collier County. By 2021 CHP entered into contracts to deliver nutrition education for Healthcare Network, the
University of Florida Medical College, the David Lawrence Behavioral Health system and the Collier YMCA’s. In 2023 Core Health Partners moved their
operational status from a state entity to a Federally Licensed Health Clinic, being one of the first in Florida to do so.
Core Health Partners refers to their system of care as a pathway top wellness and they now boasts over 300 independent physicians referring to one of their
5 federally licensed locations. This equates to thousands of people being served each year.
Website: www.mycorehealthpartners.com
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NUTRITION PATHWAYS LLC
STATUS: For Profit
ROLE: REGLITORY COMPLIANCE
PRODUCT: NUTRACEUTICALS
EMPLOYER ID: 99-3358997
FLORIDA: L24000245668
EST: 05/29/2024
PURPOSE
Nutrition Pathways strives to elevate community wellness through producing and promoting scientifically-backed, plant-based wellness programs. This newly
formed company holds a belief in the power of nature and its ability to heal and rejuvenate. Nutrition Pathways honors the values of traditional plant based
medicines used around the world and they strive to align those practices with cutting-edge research to provide American’s with an effective, natural solution
for health. Their purpose is to help people in the United States maintain proper nutrition and achieving peak performance. Nutrition Pathways understands
that many lifestyle-related disorders in the U.S., such as obesity, hypertension, and diabetes, are directly linked to diet.
ACTION
Through seed funding from a large Indian based Nutraceutical Company, with over 64 -years of production experience. Although Nutrition Pathways is a
newly formed company they plan to disrupt and penetrate the American market in 2025. Their strategy to do so is backed by a world renowned science team
that offers years of experience in quality formulations in the plant based medicine market. This company plans to address American poor quality products,
confusion in labeling, complex medical terminology, and unhealthy additives through aligning US Regulatory and Medical experts alongside a series of
professional athletes, coaches, advisors who have committed themselves to this company’s effort.
Nutrition Pathways sites are set on Immokalee Florida becoming a base location for production, packing and shipping of their products. This is mainly due to
the advantages offered in this large agriculture community that is HUBZone providing federal contracting opportunities for qualified small businesses
Immokalee is also designated Foreign Trade Zone (FTZ) allowing companies, like Nutrition Pathways the convenience of deferring any duties or taxes until the
business ships the goods outside of the FTZ. Some of America’s largest distributors in the supplement space have taken notice of Nutrition Pathways and are
helping align and appropriate introduction to the US market of distribution.
Nutrition Pathways is a privately held company, owned by three entities that specifically united for this project. Together they offer a unique blend of
expertize that covers experience in; community health, wellness operations, delivery of clinical and medical services, entrepreneurship leadership, oversight
of regulatory standards (including FDA), experience in compliance and inspections as well as experience in curriculum design and offerings of educational
trainings and certifications.
Website: www.nutrtionpathways.org
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APPENDIX DOCUMENTS
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CORE HEALTH PARTNERS FOUNDATION INC.
Data for the Collier County Department of Health Complete
Health Improvement Community Reports collected and
published by the Core Health Partners Foundation (see below).
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CORE HEALTH PARTNERS LLC
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CORE HEALTH PARTNERS LLC
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CORE HEALTH PARTNERS LLC
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CORE HEALTH PARTNERS LLC
What can I eat is the #1 question asked by people with diabetes when they are diagnosed. Core Health Partners approach to diabetes self-management and education
(DSMES) is a collaborative, community based, interactive program. The education program is taught by multilingual team of clinicians. Through Core Health Partners
diabetes program hours of nutrition education and self-management techniques are brought into community settings. Cooking techniques and healthy food choices are
part of the program. Partner agencies, such as Blue Zones, American Heart Association and the American Culinary Federation have all participated in supporting the
program.
Since 1986, the American Diabetes Association has been a national accrediting organization (NAO) for DSMES. Over time, 7,000 DSMES services have received our gold
standard Education Recognition Program (ERP) designation. The DSMES program is designed to support and educate those living with type 1, or type 2 diabetes. With
Recognition status (see Certificate below) DSMES is covered by Medicare and most all private insurance.
Dr. Carolina Figley
Diabetes Certified
Engl. Span.
Lindy Abed, RD/N
Diabetes Certified
PHOTO ABOVE: Chef Ralph Feraco, a member of the American Culinary Federation
volunteers in the nutrition program.
PHOTO BELOW: The program is led by the Core Health Partners licensed dietician
who are certified to teach diabetes education (DESME)
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TOGETHERHOOD INITIATIVE INC.
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TOGETHERHOOD INITIATIVE INC.
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NUTRITION PATHWAYS LLC
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NUTRITION PATHWAYS LLC
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NUTRITION PATHWAYS LLC
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THEIN WELL-NESS LLC
PURPOSE
THEIN WELL-NESS LLC is a holding company is a holding company for like interest for profit and not for profit entities. Ownership for the holding company
is through a father and son team, Dennis J Thein and Paul J. Thein.
This holding company purpose is to become the guiding light for for-profit and non-profit organizations that have interest in the wellness, medical and
community benefit space with potential to improve the wellbeing of a community. Companies owned / and or managed, by this entity include the
following; Core Health Partners LLC, and two non-profit corporations, Core Health Partners Foundation Incorporated and the Togetherhoods Initiative Inc.
Dennis J. Thein, an experienced businessman and successful entrepreneur serves as the chief financial officer, providing the financial support for Core
Health Partners LLC and owning 60%. His son Paul J. Thein brings with him 30 plus years of experience in administrating collegiate athletic programs and
community, university, and big-name brand wellness centers and non-profits. Thein transitioned to the CEO / President role of Core Health Partners in
2017 and owns the remaining interest 40%. He also serves as CEO/ President of the two non-profits Core Health Partners Foundation Incorporated and the
Togetherhoods Initiative Inc.
The newly formed corporation Nutrition Pathways LLC is jointly owned by 3-entities; BGF Consulting LLC, THEIN WELLNESS LLC and Wintroductions LLC.
Each corporation owns 30% equally, while Paul Thein owns an additional 10% for his role as the managing CEO of this promising company.
THEIN WELL-NESS LLC
STATUS: For Profit HOLDING COMPANY
ROLE: OWNERSHIP/ FISCAL OVERSIGHT
COMPANIES: 1, 2, 3 (40%) & 4
EMPLOYER ID: 88-3839875
FLORIDA: L17000263410
EST: 06/25/2024
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THEIN WELL-NESS LLC
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DocuSign Envelope ID: 6A0CB752-F807-4485-BB97-3F75FA582D3E
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DocuSign Envelope ID: 6A0CB752-F807-4485-BB97-3F75FA582D3E
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DocuSign Envelope ID: 6A0CB752-F807-4485-BB97-3F75FA582D3E
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DocuSign Envelope ID: 6A0CB752-F807-4485-BB97-3F75FA582D3E
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DocuSign Envelope ID: 6A0CB752-F807-4485-BB97-3F75FA582D3E
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DocuSign Envelope ID: 6A0CB752-F807-4485-BB97-3F75FA582D3E
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DocuSign Envelope ID: 6A0CB752-F807-4485-BB97-3F75FA582D3E
April 26, 2024
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DocuSign Envelope ID: 6A0CB752-F807-4485-BB97-3F75FA582D3E
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Ayanna Brown (407)574-7195● ayanna@bgfconsulting.com
Summary
Skilled professional consultant with escalating experience in regulated industries. Strong scientific background and
extensive laboratory management experience. Well versed in FDA Regulations for pharmaceutical, medical device,
biotechnology, active pharmaceutical ingredients (API), dietary supplements, and food/beverage industries. Experience
with multiple drug forms and regulated products including parenteral, sterile, non-sterile, medical devices, combination
products and nutraceuticals. Offers demonstrated leadership abilities and possesses excellent communication skills.
Additional areas of expertise include:
♦ Domestic and Global Regulatory Affairs ♦Validation (Facility, Equipment, Method and Process)
♦ Recall Management ♦Laboratory Management (Analytical and Microbiological)
♦ Compliance Remediation ♦Project Management ♦Quality Auditing
♦ Aseptic Manufacturing/Processing ♦Training and Presentations ♦HAACP
♦ ISO13485:2016 ♦ISO9001:2015 ♦ISO17025:2017
Highlights
♦Successfully managed regulatory inspections, resulting in reduction of FDA 483 observations and effective remediation
♦Approved Pre-Market Notifications, New Drug Applications, Abbreviated New Drug Applications and other Regulatory
submissions
♦Commissioned and qualified new facilities for aseptic manufacturing
♦Established Validation Programs for sterile manufacturing facilities for both aseptic manufacturing and terminal
sterilization
♦Established in-house analytical and microbiological laboratories for Quality Control testing
♦Well established relationships with local, state, and federal regulatory agencies
♦Created and implemented in-house calibration and preventative maintenance programs
♦Successfully implemented Quality Systems at new and existing facilities for medical device, pharmaceutical and dietary
supplement manufacturers
♦Extensive expertise in Blow-Fill-Seal Technology
Career Track
BGF Consulting LLC February 2011-Present
PRINCIPAL CONSULTANT
Provide consulting services to FDA Regulated industries in Quality Assurance, Quality Control, Regulatory Affairs,
Regulatory Compliance and Validation. Clients include pharmaceutical manufacturers, medical device manufacturers,
contract laboratories, compound pharmacies and dietary supplement manufacturers.
Current Role (June 2019-present):
DIRECTOR, QUALITY ASSURANCE/REGULATORY AFFAIRS
Develop national and global regulatory strategy for a medical device manufacturer specializing in training devices and
combination products. Lead, manage and support all medical device Quality System and Regulatory activities. Serve as
the lead Quality Management and Regulatory Affairs representative. Prepare and/or provide guidance for domestic
and foreign submissions and registrations.
Host external Quality System audits (ISO registration, Client Supplier Quality, etc.) and regulatory audits. Ensure national
and international medical device and ISO compliance regulations are met for the design and development of medical
devices, including FDA’s Quality System Regulation (21 CFR Part 820) and related FDA regulations, ISO 13485, European
Medical Device Directive, and others. Additionally, oversee ISO 9001 compliance for the design and development of non-
regulated devices. Administer and manage all aspects of two, distinct Quality Management Systems (QMS) as Management
Representative. Responsible for the management of all post-market surveillance activities, including but not limited to:
complaint handling, adverse event reporting, recalls, advisory notices, and periodic safety update reports.
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Provide support to sales efforts by responding to client questionnaires and requests for proposals (RFP’s) and by presenting
Quality System information (regulated and non-regulated) to clients in onsite meetings.
Key Consulting Projects
Company Confidential
DIRECTOR QUALITY AND REGULATORY OPERATIONS
Serve as Director of Quality Operations for a small to mid-size contract pharma company manufacturing sterile devices
and drug products for global distribution. Oversee all Quality and Regulatory operations, including quality assurance,
laboratories, and training groups. Perform facility qualification for new cleanrooms and warehouse. Conduct supplier
audits and host regulatory and customer audits. Implement remediation efforts to address prior systemic quality issues.
Company Confidential
DIRECTOR QUALITY ASSURANCE/REGULATORY AFFAIRS
Serve as Acting Director of Quality Assurance and Regulatory Affairs for a small to mid-size medical device company
specializing in Class I and Class II devices distributed in United States and Europe. Oversee all Quality and Regulatory
staff and operations. Host and manage all regulatory and client audits. Establish and maintain quality system designed to
comply with the Quality System Regulation and ISO13485 standard with an emphasis on supplier quality and design and
development. Conduct client audits. Conduct required company training. Serve as liaison between European parent
company and United States location for all regulatory and quality matters. Review and approve all packaging and labeling.
Geno LLC (now Vero Biotech)
DIRECTOR QUALITY OPERATIONS
Serve as Director of Quality Operations for a small to mid-size pharma company manufacturing a combination (device/drug)
product for global distribution. Oversee all Quality operations including Quality Assurance, Quality Control laboratories
and Manufacturing Quality. Successfully bring all testing in-house from contract laboratories. Serve as quality oversight
in establishment of in-house manufacturing operations for both device and drug manufacturing. Establish and maintain
quality system incorporating both medical device and pharmaceutical requirements. Assist in design and development
process for 510(k) and NDA submission. Host and manage all regulatory and client audits. Review and approve all
packaging and labeling.
Company Confidential
DIRECTOR OF QUALITY, REGULATORY AND COMPLIANCE
Serve as Director of Quality and Regulatory Operations for a small Class II medical device manufacturer. Perform all
quality and regulatory functions for an FDA registered device manufacturer who utilizes a contract manufacturer for
production of a sterile device. Successfully remediate previous regulatory actions by implementing a robust quality system.
Catalent Pharma
VALIDATION PROJECT LEADER
Member of Validation Staff for large pharmaceutical company specializing in Blow-Fill-Seal technology for aseptic filling
operations. Perform validation activities for new and existing pharmaceutical products to include facility, equipment and
process qualifications. Draft, review and/or execute validation protocols and specifications to include Factory/Site
Acceptance Tests, Facility Commissioning Reports, User Requirement Specifications, Design Specifications, Design
Qualifications, Installation Qualifications, Operational Qualifications, Process and Performance Qualifications. Review
and approve protocols, reports, and procedures. Perform Quality Assurance and/or Regulatory review for change control,
manufacturing operations, and manufacturing investigations.
Company Confidential
REGULATORY COMPLIANCE
Oversee remediation plan and implementation for a global manufacturer of over-the-counter medications operating under a
consent decree at two of their facilities. Prepare scheduled FDA updates and liaison with assigned compliance officers.
Review and approve various remediation documents, including validation master plans, CAPA reports, site plans, and non-
conforming material reports.
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Nephron Pharmaceuticals Corporation December 2000-August 2010
DIRECTOR, QUALITY ASSURANCE/REGULATORY AFFAIRS
Primary responsibilities include leading a large RA/QA/QC group, developing and maintaining quality assurance
programs for a highly sophisticated aseptic manufacturing program. Managed all site Regulatory Compliance, Quality
Assurance, Quality Control and validation functions. Managed FDA inspections and other site audits. Supervised
departmental personnel directly and through subordinate managers and/or supervisors, including QA Managers and QC
Managers. Oversee the following groups: Product Release, Quality Assurance, Validation, Quality Control Laboratories
(Chemistry and Microbiology), Training, Research and Development, Calibration, Regulatory Affairs, Compliance and
Document Control. Ensured manufacturing and post-market product quality issues are identified and corrected per
approved procedures including product complaints and corrective action. Responsible for the supplier/vendor quality
audit program. Conducted audits of API manufacturers, contract laboratory facilities, contract manufacturing facilities,
and packaging component suppliers. Oversee the internal audit program and implemented a monitoring program that
utilizes data analysis tools and benchmarking tools for continual process improvement and compliance.
MANAGER, REGULATORY AFFAIRS
Primary responsibilities include serving as the principal regulatory authority for a mid-size generic pharmaceutical
manufacturer. Responsible for the Regulatory Affairs group which served as the principal point of contact with local, state
and federal regulatory entities, ensuring that the Firm is fully aware of governing regulations and exhibits the highest
product and corporate standards. Achieve and maintain product registrations outside of the United States. Establish
technical and strategic visions for the Regulatory Affairs group to drive ongoing process and operational improvements
consistent with the business objectives. Provide sound risk assessment regarding manufacturing changes.
PROJECT MANAGER, SPECIAL PROJECTS
Primary responsibilities include compilation and writing of annual product reviews and annual reports. Investigate and
analyze incidents to identify trends in product/quality. Analyze and present quality assurance performance metrics and
trends. Coordination of CAPA compliance activities. Train QA and production personnel.
VALIDATION SPECIALIST
Prepare qualification protocols for Process, Facility, Utility, and Equipment, execute the qualification protocols after
protocol approval, and prepare Validation Summary Reports. Develop and implement validation strategies for new and
modified equipment/systems. Develop, execute, and implement Process and Cleaning Validation Protocols including IQ,
OQ, PQ, Risk Evaluations, and Process Control documentation. Develop deviation reports and change control
documentation as required. Oversee calibration and preventative maintenance programs.
COCA COLA (Minute Maid Division) February 2000-November 2000
QUALITY AUDITOR
Responsible for ensuring on-site compliance at a contract manufacturing site in Auburndale, FL. Primary quality contact
and company representative for Minute Maid during manufacturing operations. Ensure all products met corporate quality
standards. Served as liaison between corporate management and contract facility senior management.
ROCAP (Division of Sabratek) September 1999-February 2000
STAFF CHEMIST
Manage the testing of raw materials, components, finished and stability products for a medical device firm manufacturing
pre-filled saline and heparin syringes. Staff included supervisory and analytical staff for both chemistry and microbiology
departments. Draft analytical methods, techniques and evaluation criteria for all raw materials, components, and finished
products. Provide analytical support for product development projects, customer initiated projects, and test
method validation. Manage laboratory resources to support laboratory operations including equipment, processes,
supplies, maintenance and calibration. Review and approve engineering change orders, nonconformance reports, MRB,
labeling, and validations. Manage stability programs. Manage all investigations to include OOS, LIR and CAPA.
BAXTER HEALTHCARE July 1995 -September 1999
QA COMPLIANCE ASSOCIATE
Conduct internal audits and external vendor supplier audits to ensure compliance with FDA requirements for a leading
manufacturer of plasma fractionated products. Serve as liaison with the American Red Cross, the primary supplier.
Established compliance metrics and prepared periodic reports on accomplishments, trends and priorities.
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QUALITY CONTROL CHEMIST
Conducted analytical testing on raw materials, in-process, finished and stability drug products utilizing both wet chemistry
methods and instrumentation analysis.
Education
Bachelor of Science
Chemistry, Florida A&M University, Tallahassee, FL
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PRESS RELEASE
Media Contact:
Paul Thein, President & CEO
239-302-9223
pthein@my-chp.org
Core Health Partners Announces Dr. Carolina Castelli Figley as New
Chief Clinical Pathway Officer
Collier County, Florida (March 18, 2024) – Core Health Partners, a pioneering
medical clinic known for its unique community-based clinical services, is proud to
announce the promotion of Dr. Carolina Castelli Figley to Chief Clinical Pathway
Officer for the Togetherhood pathway programs. This crucial appointment marks a
significant step forward in the organization's mission to integrate clinical excellence
with community wellness initiatives.
Founded in 2017 by former YMCA CEO Paul Thein, Core Health Partners has swiftly grown
into a beacon of integrated care in Collier County. Leveraging Thein's academic foundations
in education leadership, the clinic has successfully bridged the gap between non -profit
community support and healthcare services. To date, over 330 independent physicians have
referred patients to Core Health Partners for its innovative care model.
A medical doctor, registered dietitian and master in public health, Dr. Figley has been an
integral part of the Core Health Partners team since joining in 2023. Her pioneering work in
developing a Child Obesity program for Collier County has been instrumental, aligning with
the American Diabetes Association recognized diabetes-self management program to set
national benchmarks for excellence.
The Core Health Partners Foundation, under its Togetherhood Initiative, manages
collaborative support services aimed at fostering wellness pathways for children and adults
alike. In her new role, Dr. Figley will spearhead these programs, ensuring they align with the
visionary goals set by local non-profits, including the Naples Children’s Education Foundation
(NCEF), and the highly respected mission of the YMCA.
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Dr. Figley's responsibilities will extend to overseeing quality measures for pathway programs
tailored for individuals living with chronic diseases and overseeing a skilled clinical team
dedicated to offering free screenings for developmental delays and autism spectrum
disorders. Her leadership is poised to make a quantifiable impact on promoting healthy
lifestyles and improving school readiness rates.
"Dr. Figley's passion, leadership, and deep understanding of the barriers to healthcare
access make her the ideal choice to lead our mission forward," stated Paul Thein, CEO of
Core Health Partners. "Her appointment signifies our dedication to expanding the reach of
our pathway programs across SW Florida communities."
With a rich background in nutrition and public health, coupled with her 2007 medical degree
and subsequent master’s in public health, Dr. Figley is more than prepared to take on this
leadership role. Working alongside Dr. John Querci, administrative medical director, the duo
aims to extend the pathway programs' reach, focusing on community wellness.
Beyond the clinic, Core Health Partners maintains licenses with local YMCAs (Marco Island
and Naples) and has expanded service locations to Immokalee and Golden Gate
communities. Dr. Figley and the majority of the clinical staff are multilingual, fluent in
Spanish and some Haitian Creole, ensuring broad accessibility and understanding within the
diverse local community.
# # #
About Core Health Partners
Core Health Partners is dedicated to serving the community of Collier County by
providing accessible and comprehensive healthcare services. As a member of DAN
(Diabetes Alliance Network) and through our participation in the Togetherhood
Initiative, we aim to address the challenges of diabetes and promote wellness. Our
Pathway to Wellness program is recognized by the American Diabetes Association
for its excellence in Diabetes Self-Management Education and Support. We are
committed to assisting individuals with chronic diseases, developmental growth
delays, and Autism, ensuring that everyone receives the care they deserve. Learn
more about us at www.mycorehealthpartners.com.
PHOTOS BELOW
Photo 0. Pictured here, Dr. Carolina Castelli-Figley, MD, MPH, R.D.N., the newly appointed Chief Clinical
Pathway Officer at Core Health Partners.
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Photo 1. Dr. Carolina Figley is working inside a food lab in Collier County (Immokalee) to create a farm
fresh nutritious food product under the funding guidelines of the Florida Department of Agriculture
Summer Food Program. Through Dr. Figley's leadership Core Health Partners hopes to change food
behaviors utilizing local and nutritious farm grown products.
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Photo 2. Dr. Allen Wiess, Chief Medical Officer for Blue Zones National and Dr. Carolina Figley sit center
table at the Collier County of Health to discuss pathways to wellness, sharing best practices learned with
Orange County Department of Health and other future partners in Togetherhood.
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Photo 3. Megan Greer Executive Director of Blue Zones SW Florida meets with Dr. Carolina Figley and
Core Health Partners CEO Paul Thein inside CHP's Center for Health Performance Lab (Naples).
Photo 4. John "Trey" Fletcher, the Chief Operations Officer and General Counsel for Healthcare Network
discusses their dental program services with Dr. Carolina Figley. Under Dr. Figley's leadership Core Health
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Partners hopes to strengthen the pathway to wellness though early identification of chronic diseases,
such as diabetes, through dental screenings.
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2024 SFSP Sponsor Training
Carolina Figley
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EXTENSION OF LEASE AGREEMENT BY AND BETWEEN
COLLIER COUNTY AND
THE COLLIER COUNTY AIRPORT AUTHORITY
T is Extension of Lease Agreement ("Amendment") is made and entered into this Z3
day of 2022, by and between Collier County, a political subdivision of the
State of Fl ida (the "COUNTY"), as Lessee, and the Collier County Airport Authority, with
administrative offices located at 2005 Mainsail Drive, Suite 1, Naples, Florida 34114, as Lessor.
RECITALS:
WHEREAS, the parties entered into a Lease Agreement dated September 10, 2019; and
WHEREAS, the parties wish to extend the Agreement for another year and adjust the rent
as set forth below.
WITNESSETH:
NOW, THEREFORE, in consideration of the promises and covenants contained herein,
and other good and valuable consideration exchanged amongst the parties, the parties agree as
follows:
1. All of the above RECITALS are true and correct and are hereby expressly
incorporated herein by reference as if set forth fully below.
2. The Term of the Agreement is hereby extended through September 30, 2023, unless
teiniinated or extended as set forth in the Agreement. The Agreement shall thereafter
automatically be extended on an annual basis, unless either party gives the other party at least 30
days written notice prior to the anniversary year of an election not to renew, and further provided
that at any time during the term of the lease either party may terminate this Lease Agreement for
convenience by giving the other party at least 30 days prior written notice.
3.Rent for the first year shall be the sum of $2,972.19 per month. ($2,924.28
warehouse/manufacturing space, and $47.91 exterior storage cage) An additional $40 will be
charged for the fair share of irrigation and maintenance of common areas. If the lease is renewed,
rent shall be adjusted as set forth in paragraph 7 of the Lease Agreement dated September 10,
2019.
4.Excepting the above, all other terms and conditions of the Agreement continue in
full force and effect.
Remainder of Page Intentionally Left Blank
Signature and Exhibit Pages to Follow
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IN WITNESS WHEREOF, the parties have respectively, by an authorized person or agent,
hereunder set their hands and seals on the date and year first above written.
As to the Lessee, Collier aunty
ATTEST: BOARD OF COUNTY COMMISSIONERS
CRYSTAL ZEL, CLERK OF COLLIER COUNTY, FLORIDA
By: By: oiviatvir
Deputy Clerk Amy PaVerson, County Manager
As to the Lessor, the Colli: County
Airport Authority
ATTEST: Board of Commissioners of Collier County, Florida.
serving as the Collier County Airport Authority
ApproveAd in absentia per Resolution 2000-
149 on SUS+2022
By:
By:
Amy Pa e on, County Manager
Approved s to and legality
Jeffrey A. lat w, County Attorney
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COLLIER COUNTY AIRPORT AUTHORITY
STANDARD FORM LEASE
This Collier County Airport Authority Standard Form Lease, hereinafter referred to as
Lease,' is entered into this jo day of 201q ,by and between Collier
County, a political subdivision of the State of Florida, c/o Real Property Management, 3335
Tamiami Trail East, Suite 101,Naples, Florida 34112, hereinafter referred to as `Lessee,' and the
Collier County Airport Authority,with administrative offices located at 2005 Mainsail Drive, Suite
1, Naples, Florida 34114, hereinafter referred to as `Lessor,' collectively stated as the `Parties.'
WITNESSETH:
NOW, THEREFORE, in consideration of Ten Dollars ($10.00) and other good and
valuable consideration exchanged amongst the Parties, and in consideration of the covenants
contained herein, the Parties hereby enter into this Lease on the following terms and conditions:
1.Conveyance. On the terms and conditions set forth in this Lease, and in
consideration of Lessee's performance under this Lease, the Lessor conveys to the Lessee the
present possessory interest in the Leased Premises described below.
2.Description of Leased Premises. The leased area, which is the subject of this Lease,
is a warehouse/manufacturing space totaling 5,274 square feet and exterior storage cage totaling
3,600 square feet, located at the Immokalee Regional Airport, 170 Airpark Boulevard, Units A
and B, in Immokalee, Florida, 34142, as shown in Exhibit "A," hereinafter referred to as the
Premises.'
3.Conditions to Conveyance. Lessee warrants and represents to Lessor that it has
examined the title and boundaries of the Premises. Accordingly, this conveyance is subject to all
of the following:
a. Any and all conditions, restrictions, encumbrances and limitations now
recorded against the Premises;
b. Any and all existing or future zoning laws or ordinances;
c. Any questions of title and survey that may arise in the future; and
d. Lessee's satisfactory performance of all terms and conditions of this Lease.
4. Use of Premises. Lessee shall utilize the Leased Premises for the following uses
and activities:
a. Support and launching of culinary and food preparation production and assembly of
culinary related businesses.
b. Distillation of alcohol.
c. Food and food safety laboratory.
d. Administrative activities.
e. Other business and incubator and accelerator related operations.
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Lessor shall have the right to terminate this Lease should Lessee utilize the Premises in any
manner inconsistent with the approved use. In the event Lessee shall cease to use the Premises for
the purposes described above, and such cessation of use shall continue for a period of sixty (60)
days, this Lease, at the option of the Lessor, upon thirty (30) days written notice to the Lessee,
shall be terminated and Lessee shall surrender and vacate the Premises to the Lessor within thirty
30) days after notice of such termination. Provided, however, said sixty (60) day period shall be
tolled if such cessation is caused by events beyond the control of the Lessee such as acts of God
or if such cessation is due to closing for reconstruction or repairs to the building constructed by
Lessee on the Leased Premises.
5. Permissible Alterations and Additions to Premises. Lessee may make
alternations and additions to the Premises that are consistent with the design plans, attached hereto
as Exhibit "B" or that otherwise keep with the intended use of the Premises as described in
Paragraph 4 of this Standard Form Lease.
6.Term of Lease. The term of this Lease shall commence on July 1, 2019 and
terminate on September 30, 2020. Provided that Lessee is not in default of any provision of this
Lease Agreement, Lessee may elect to extend the Lease for up to an additional two (years) by
providing Lessor with written notice by September 1, 2020. This Lease may be terminated for any
reason with 30 days written notice to the other party.
7. Rent. Lessee hereby covenants and agrees to pay as rent for the Premises as of July
1, 2019, the sum of$2,744.53 per month, (2,700.29 warehouse/manufacturing space and $44.24
exterior storage cage),plus sales tax, if applicable, and shall be due and payable by the first day of
every calendar month during the term hereof. If the terms of this Lease shall commence on a day
other than the first day of the month, Lessee shall pay rental equal to one thirtieth (1/30th) of the
monthly rental multiplied by the number of rental days of such fractional month. The lease rental
rate shall at no time be less than the Base Rental. The Authority and Lessee, however, agree and
stipulate that the lease rental rate may be unilaterally increased by the Authority, annually,
effective October 1 of each year, in accordance with the Authority's lease rental rate adjustment
program. Currently the adjustment program is based on changes in the United States Department
of Labor, Bureau of Labor Statistics, Consumer Price Index (the Index for U.S. City Average for
Urban consumers). All rents and fees shall be made payable to the Collier County Airport
Authority, and mailed by first class letter, postage prepaid, or personally delivered, to the
Administrative Offices at 2005 Mainsail Drive, Suite 1, Naples, Florida 34114, or such other
address as the Airport Manager may designate in writing.
8. Net Lease. This is a fully net lease, with Lessee responsible for all costs, fees and
charges concerning the Premises. Accordingly, Lessee shall promptly pay when due and prior to
any delinquency all costs, fees, taxes, trash removal services, assessments, utility charges, future
impact fees and obligations of any kind that relate to the Premises. Lessee will indemnify and
hold Lessor harmless from any and all claims, costs and obligations arising from Lessee's use of
the Premises. In case any action or proceeding is brought against Lessor by reason of Lessee's use
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of the Premises, Lessee shall pay all costs, attorneys' fees, expenses and liabilities resulting
therefrom and shall defend such action or proceeding if Lessor shall so request, at Lessee's
expense, by counsel reasonably satisfactory to Lessor. It is specifically agreed however, that
Lessor may at its own cost and expense participate in the legal defense of such claim, with legal
counsel of its choosing.
9.Lessee's Liens and Mortgages. Lessee shall not in any way encumber the Premises.
All persons to whom these presents may come are put upon notice of the fact that the interest of
the Lessor in the Premises shall not be subject to liens for improvements made by the Lessee and
liens for improvements made by the Lessee are specifically prohibited from attaching to or
becoming a lien on the interest of the Lessor in the Premises or any part of either. This notice is
given pursuant to the provisions of and in compliance with Section 713.10, Florida Statutes.
10.Lessee's Obligation to Maintain Premises and Comply with All Lawful
Requirements. Lessee,throughout the term of this Lease, at its own cost, and without any expense
to the Lessor, shall keep and maintain the Premises in good, sanitary and neat order, condition and
repair, and shall abide with all lawful requirements. Such maintenance and repair shall include,
but not be limited to, landscaping, painting, janitorial, fixtures and appurtenances (lighting,
heating,plumbing, and air conditioning). Such repair may also include structural repair, if deemed
necessary by the Lessee. If the Premises are not in such compliance in the reasonable opinion of
Lessor, Lessee will be so advised in writing. If corrective action is not begun within thirty (30)
days of the receipt of such notice and prosecuted diligently until corrective action is completed,
Lessor may cause the same to be corrected and Lessee shall promptly reimburse Lessor for the
expenses incurred by Lessor, together with a 5% administrative fee.
11. Quiet Enjoyment. Lessee shall be entitled to quiet enjoyment so long as Lessee has
not defaulted on any of the terms of this Lease. Accordingly, Lessee shall have the exclusive right
to use the Premises during the term of this Lease. Lessor hereby confirms that Lessee, its
employees, agents, contractors, and other business invitees, shall have full and complete access to
the Premises by way of appropriate roadways and entranceways providing access to the Premises
from a public thoroughfare. Said access shall be available twenty-four (24) hours per day, seven
7) days per week. During the term of this Lease, Lessee may erect appropriate signage on the
Leased Premises and the improvements constructed by Lessee thereon. Any such signage shall be
in compliance with all applicable codes and ordinances and approved by the Lessor; Lessor's
consent will not be unreasonably withheld.
12. Casualty and Condemnation
a. Casualty. If the Premises are destroyed, rendered substantially untenable, or
damaged to any material extent, as reasonably determined by Lessee and Lessor, by fire or other
casualty, Lessee must use the insurance proceeds, hereinafter referred to as "Proceeds,"to rebuild
or restore the Premises to substantially its condition prior to such casualty event unless the Lessor
provides the Lessee with a written determination that rebuilding or restoring the Premises to such
a condition with the Proceeds within a reasonable period of time is impracticable or would not be
in the best interests of the Lessor, in which event, Proceeds shall be promptly remitted to Lessor.
If the Lessor elects not to repair or replace the improvements,then Lessee or Lessor may terminate
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this Lease by providing notice to the other party within ninety (90) days after the occurrence of
such casualty. The termination will be effective on the ninetieth(90th) day after such fire or other
casualty, unless extended by mutual written agreement of the Parties. During the period between
the date of such casualty and the date of termination, Lessee will cease its operations as may be
necessary or appropriate. If this Lease is not terminated as set forth herein, or if the Premises is
damaged to a less than material extent, as reasonably determined by Lessee and Lessor, Lessee
will proceed with reasonable diligence, at no cost or expense to Lessor, to rebuild and repair the
Premises to substantially the condition as existed prior to the casualty. The Executive Director
reserves the right to waive rental payments or a portion thereof in the case of a natural disaster that
renders the building untenable.
b. Condemnation. Lessor may terminate this Lease by written notice as part of a
condemnation project. Lessor will use its best efforts to mitigate any damage caused to
Lessee as a result of such termination; however, in no event will Lessor be liable to Lessee
for any compensation as a result of such termination.
13. Access to Premises. Lessor, its duly authorized agents, contractors, representatives
and employees, shall have the right after reasonable oral notice to Lessee, to enter into and upon
the Premises during normal business hours, or such other times with the consent of Lessee, to
inspect the Premises, verify compliance with the terms of this Lease, or make any required repairs
not being timely completed by Lessee.
14. Termination and Surrender. Unless otherwise mutually agreed by the Parties, no
later than the final day of the lease term, Lessee shall redeliver possession of the Premises to Lessor
in good condition and repair. Lessee shall have the right at any time during Lessee's occupancy of
the Premises to remove any of its personal property, equipment, and signs provided, however, at
the termination of this Lease, Lessor shall have the option of either requiring Lessee to demolish
and remove all improvements made by Lessee to the Premises upon Lessee's vacation thereof, or
to require Lessee to retain said improvements with fixtures on the Premises which improvements
and fixtures will become the property of the Lessor upon Lessee's vacation of the Premises.
15. Assignment. Lessee may not assign this Lease or sublet any portion of the building
constructed on the Premises by Lessee without the express prior written consent of the Lessor,
which consent may be withheld in Lessor's sole discretion. Any purported assignment or sublet
without the express written consent of Lessor shall be considered void from its inception, and shall
be grounds for the immediate termination of this Lease. Lessor may freely assign this Lease upon
written notice to Lessee.
16.Insurance. The insurance requirements, which shall be provided by Lessee to
Lessor for this Lease, shall be established by Lessor's Risk Management Division.
17.Defaults and Remedies.
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a. Defaults by Lessee. The occurrence of any of the following events and the
expiration of the applicable cure period set forth below without such event being cured or
remedied will constitute a "Default by Lessee" to the greatest extent then allowed by law:
i.Abandonment of Premises or discontinuation of Lessee's operation.
ii. Lessee's material misrepresentation of any matter related to this Lease.
iii. Filing of insolvency, reorganization, plan or arrangement of bankruptcy.
iv. Adjudication as bankrupt.
v.Making of a general assignment of the benefit of creditors.
vi. If Lessee suffers this Lease to be taken under any writ of execution and/or
other process of law or equity.
vii. Lessee's failure to utilize the Premises as set forth in Paragraph 4 of this
Standard Form Lease.
viii. Any lien is filed against the Premises or Lessee's interest therein or any part
thereof in violation of this Lease, or otherwise, and the same remains
unreleased for a period of sixty (60) days from the date of filing unless
within such period Lessee is contesting in good faith the validity of such
lien and such lien is appropriately bonded.
ix. Failure of Lessee to perform or comply with any material covenant or
condition made under this Lease, which failure is not cured within ninety
90)days from receipt of Lessor's written notice stating the non-compliance
shall constitute a default (other than those covenants for which a different
cure period is provided), whereby Lessor may, at its option, terminate this
Lease by giving Lessee thirty (30) days written notice unless the default is
fully cured within that thirty (30) day notice period (or such additional time
as is agreed to in writing by Lessor as being reasonably required to correct
such default). However, the occurrence of any of the events set forth above
shall constitute a material breach and default by Lessee, and this Lease may
be immediately terminated by Lessor except to the extent then prohibited
by law.
b. Remedies of Lessor.
i.In the event of the occurrence of any of the foregoing defaults, Lessor, in
addition to any other rights and remedies it may have, shall have the
immediate right to re-enter and remove all individuals, entities and/or
property from the Premises. Such property may be removed and stored in
a public warehouse or elsewhere at the cost of and for the account of Lessee,
all without service of notice or resort to legal process and without being
deemed guilty of trespass, or being liable for any loss or damage which may
be occasioned thereby. If Lessee does not cure the defaults in the time
frames as set forth above, and Lessor has removed and stored property,
Lessor shall not be required to store for more than thirty (30) days. After
such time, such property shall be deemed abandoned and Lessor shall
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dispose of such property in any manner it so chooses and shall not be liable
to Lessee for such disposal.
ii. If Lessee fails to promptly pay,when due, any full installment of rent or any
other sum payable to Lessor under this Lease, and if said sum remains
unpaid for more than five (5) days past the due date, the Lessee shall pay
Lessor a late payment charge equal to five percent (5%) of each such
payment not paid promptly and in full when due. Any amounts not paid
promptly when due shall also accrue compounded interest of two (2%)
percent per month or the highest interest rate then allowed by Florida law,
whichever is higher("Default Rate"), which interest shall be promptly paid
by Lessee to Lessor.
iii. Lessor may sue for direct, actual damages arising out of such an uncured
default of Lessee or apply for injunctive relief as may appear necessary or
desirable to enforce the performance and observance of any obligation,
agreement or covenant of Lessee under this Lease, or otherwise. Lessor
shall be entitled to reasonable attorneys fees and costs incurred arising out
of Lessee's default under this Lease.
c. Default by Lessor. Lessor shall in no event unless access to the Premises has
been denied be charged with default in the performance of any of its obligations hereunder
unless and until Lessor shall have failed to perform such obligations within thirty(30)days
or such additional time as is reasonably required to correct such default) after written
notice to Lessor by Lessee properly and in meaningful detail specifying wherein, in
Lessee's judgment or opinion, Lessor has failed to perform any such obligation(s).
d. Remedies of Lessee. In partial consideration for the nominal rent charged to
Lessee, Lessee hereby waives any claim it may have to direct or indirect monetary damages
it incurs as a result of Lessor's breach of this Lease, and also waives any claim it might
have to attorneys' fees and costs arising out of Lessor's breach of this Lease. Lessee's
remedies for Lessor's default under this Lease shall be limited to the following:
i. For injunctive relief as may appear necessary or desirable to enforce the
performance and observance of any obligation, agreement or covenant of
Lessor under this Lease.
ii.Lessee may cure any default of Lessor and pay all sums or do all reasonably
necessary work and incur all reasonable costs on behalf of and at the
expense of Lessor. Lessor will pay Lessee on demand all reasonable costs
incurred and any amounts so paid by Lessee on behalf of Lessor, with no
interest.
e. No Remedy Exclusive. No remedy herein conferred upon or reserved to either
party is intended to be exclusive of any other available remedy or remedies, but each and
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every such remedy will be cumulative and in addition to every other remedy given under
this Lease or hereafter existing under law or in equity. No delay or omission to exercise
any right or power accruing upon any event of default will impair any such right or power
nor be construed to be waived, but any such right and power maybe exercised from time to
time and as often as may be deemed expedient.
f. Non-Waiver. Every provision hereof imposing an obligation upon Lessee is a
material inducement and consideration for the execution of this Lease by Lessee and
Lessor. No waiver by Lessee or Lessor of any breach of any provision of this Lease will
be deemed for any purpose to be a waiver of any breach of any other provision hereof or
of any continuing or subsequent breach of the same provision, irrespective of the length of
time that the respective breach may have continued.
18. Lease Manual. Lessee shall be provided with the Authority's Lease Manual (if any),
which the Authority may be amend from time to time. The terms of this manual shall be deemed
to be incorporated by reference into this Agreement, and Lessee shall be bound by the terms of
this Lease Manual, as of the 1st day of the second month Lessee receives a copy of the Lease
Manual or an amended Lease Manual. With respect to any terms in this Lease Agreement which
are in conflict with the Lease Manual, the Lease Manual shall control.
19. Rules and Regulations. Lessee shall comply with the Authority's published Rules and
Regulations for this airport, which are on file at the address set forth above, as such regulations may
be amended from time to time by the Authority including such reasonable rates or charges, as may
from time to time be levied for airfield operational privileges and/or services provided at the Airport.
Lessee shall also comply with any and all applicable governmental statutes, rules, orders and
regulations.
Miscellaneous Legal Matters
20. This Lease shall be construed by and controlled under the laws of the State of
Florida. In the event of a dispute under this Lease, the Parties shall first use the County's then-
current Alternative Dispute Resolution Procedure. Following the conclusion of this procedure,
either party may file an action in the Circuit Court of Collier County to enforce the terms of this
Lease, which Court the Parties agree to have the sole and exclusive jurisdiction.
21. This Lease contains the entire agreement of the Parties with respect to the matters
covered by this Lease and no other agreement, statement or promise made any party, or to any
employee, officer or agent of any party, which is not contained in this Lease shall be binding or
valid. Time is of the essence in the doing, performance and observation of each and every term,
covenant and condition of this Lease by the Parties.
22. In the event state or federal laws are enacted after the execution of this Lease,which
are applicable to and preclude in whole or in part the Parties' compliance with the terms of this
Lease, then in such event this Lease shall be modified or revoked as is necessary to comply with
such laws, in a manner which best reflects the intent of this Lease.
Page 7of12
Page 1883 of 7162
23. Except as otherwise provided herein, this Lease shall only be amended by mutual written
consent of the Parties hereto or by their successors in interest. Notices hereunder shall be given to
the Parties set forth below and shall be made by hand delivery, facsimile, overnight delivery or by
regular mail. If given by regular mail, the notice shall be deemed to have been given within a
required time if deposited in the U.S. Mail,postage prepaid,within the time limit. For the purpose
of calculating time limits which run from the giving of a particular notice the time shall be
calculated from actual receipt of the notice. Notices shall be addressed as follows:
If to Lessor: Immokalee Regional Airport Manager
Collier County Airport Authority
2005 Mainsail Drive, Suite 1
Naples, Florida 34114
CC: Real Property Management
3335 Tamiami Trail, Suite 101
Naples, Florida 34112
If to Lessee: Executive Director—Corporate Business Operations
Collier County Manager's Office
3299 Tamiami Trail East, Suite 202
Naples, Florida 34112
CC: Real Property Management
3335 Tamiami Trail East, Suite 101
Naples, Florida 34112
Notice shall be deemed to have been given on the next successive business day to the date of
the courier waybill if sent by nationally recognized overnight delivery service.
24. Lessee is an independent contractor, and is not any agent or representative or
employee of Lessor. During the term of this Lease, neither Lessee, nor anyone acting on behalf of
Lessee, shall hold itself out as an employee, servant, representative or agent of Lessor. Neither
party will have the right or authority to bind the other party without express written authorization
of such other party to any obligation to any third party. No third party is intended by the Parties
to be a beneficiary of this Lease or to have any rights to enforce this Lease against either party
hereto or otherwise. Nothing contained in this Lease will constitute the Parties as partners or joint
ventures for any purpose, it being the express intention of the Parties that no such partnership or
joint venture exists or will exist. Lessee acknowledges that Lessor is not providing any vacation
time, sick pay, or other welfare or retirement benefits normally associated with an employee-
employer relationship and that Lessor excludes Lessee and its employees from participation in all
health and welfare benefit plans including vacation, sick leave, severance, life, accident, health
and disability insurance, deferred compensation, retirement and grievance rights or privileges.
Page 8of12
Page 1884 of 7162
25. Neither party to this Lease will be liable for any delay in the performance of any
obligation under this Lease or of any inability to perform an obligation under this Lease if and to
the extent that such delay in performance or inability to perform is caused by an event or
circumstance beyond the reasonable control of and without the fault or negligence of the party
claiming Force Majeure. "Force Majeure" shall include an act of God, war (declared or
undeclared), sabotage, riot, insurrection, civil unrest or disturbance, military or guerrilla action,
economic sanction or embargo,civil strike,work stoppage, slow-down or lock-out, explosion,fire,
earthquake, abnormal weather condition, hurricane, flood, lightning, wind, drought, and the
binding order of any governmental authority.
26. Lessee, without prior permission from the Executive Director or designee, will not
transport, use, store, maintain, generate, manufacture, handle, dispose, release or discharge any
Hazardous Materials upon or about the Leased Premises, nor permit employees, representatives,
agents, contractors, sub-contractors, sub-sub-contractors, material men and/or suppliers to engage
in such activities upon or about the Leased Premises.
27. In compliance with Section 404.056, Florida Statutes, all Parties are hereby made
aware of the following: Radon is a naturally occurring radioactive gas that, when it has
accumulated in a building in sufficient quantities, may present health risks to persons who are
exposed to it over time. Levels of radon that exceed federal and state guidelines have been found
in buildings in Florida. Additional information regarding radon and radon testing may be obtained
from your County Public Health Department.
28. Airport Development. The Authority reserves the right to further develop or improve the
landing and other areas of the Airport as it sees fit, regardless of the convenience, desires or view of
the Lessee, and without interference or hindrance.
29. Airport Operations. Lessee shall prevent any use of the Premises which would interfere
with or adversely affect the operation or maintenance of the Airport,or otherwise constitute an airport
hazard, and will restrict the height of structures, objects of natural growth and other obstructions on
the Premises to such height as comply with Federal Aviation Regulations, Part 77.
30. Nondiscrimination Clause. The Lessee for himself, his personal representatives,
successors in interest,and assigns,as part of the consideration hereof,does hereby covenant and agree
that (1) no person on the grounds of race, color, or national origin shall be excluded in participating
in, denied the benefits of, or be otherwise subjected to discrimination in the use of the Leased
Premises; (2) that in the construction of any improvements on, over or under such land and the
furnishing of services thereon, no person on the grounds of race, color or national origin shall be
excluded from participating in, denied the benefits of, or otherwise subjected to discrimination; (3)
that the Lessee shall use the Leased Premises in compliance with all other requirements imposed by
or pursuant to Title 49,Code of Federal Regulations,Department of Transportation, Subtitle A,Office
of the Secretary, Part 21, Nondiscrimination in Federally assisted programs of the Department of
Transportation-Effectuation of Title VI of the Civil Rights Act of 1964, as said regulations may be
Page 9of12
Page 1885 of 7162
amended. That in the event of breach of any of the above nondiscrimination covenants, Lessor shall
have the right to terminate this Lease and to re-enter and as if the Lease had never been made or
issued. The provision shall not be effective until the procedures of Title 49, Code of Federal
Regulations,Part 21 are followed and completed, including exercise or expiration of appeal rights.
31. Dominant Agreements and Property Rights Reserved. This Lease is subordinate and
subject to all existing agreements between the Authority and the Federal Aviation Administration,the
Authority and the State of Florida, and the Authority and Collier County. During the time of war or
national emergency,the Authority shall have the right to lease the landing area or any part thereof to
the United States Government for military or naval or similar use, and, if such lease is executed, the
provisions of this Lease Agreement insofar as they are inconsistent with the provisions of the lease to
the Government,shall be suspended. This Lease and all provisions hereof are subject and subordinate
to the terms and conditions of the instruments and documents under which the Airport Owner
acquired the subject property from the United States of America and shall be given only such effect
as will not conflict or be inconsistent with the terms and conditions contained in the lease of said lands
from the Airport Owner, and any existing or subsequent amendments thereto, and are subject to any
ordinances, rules or regulations which have been, or may hereafter be adopted by the Airport Owner
pertaining to the Immokalee Regional Airport.
32. Lessee shall execute this Lease prior to it being submitted for approval by the
Collier County Airport Authority. This Lease may be recorded by the County in the Official
Records of Collier County, Florida, within fourteen (14) days after the County enters into this
Lease, at Lessee's sole cost and expense.
REMAINDER OF PAGE INTENTIALLY LEFT BLANK
SIGNATURE PAGE TO FOLLOW
Page 10 of 12
Page 1886 of 7162
IN WITNESS WHEREOF, the Lessee and Lessor have hereto executed this Lease the day
and year first above written.
AS TO THE LESSEE/COUNTY:
BOARD OF COUNTY COMMISSIONERS
By:At tir
LEO E. OCHS, Jr., COUNT A NAG,JER
As designee pursuant to the, ene d1 Assignment, Conveyance and
Assumption of Assets an iab' ties Agreement dated July 9,2019
AS TO THE LESSOR/AIRPORT AUTHORITY:
Attest: BOARD OF COUNTY COMMISSIONERS
CRYSTAL K. KINZEL, Clerk OF COLLIER COUNTY, FLORIDA, serving as the
p COLLIER CO '' - ' 'ORT AUTHORITY
Ce) A.,
V--. Alr- tiO
By:
t.,,,: `. vieputy Clerk WI/ IAM L. McDANIEL, Jr. CHAIRMAN
sfthtItteMi
Approved in absentia per Resolution 2000-149
Apppbva.a's to form and legality: on August 27, 2019
A 411
a--P-I--- --By: t.' - ,04,....-
Jennifer A. Belpedio L•o E. Ochs, r., Count fir ager
Assistant County Attorney
Page 11 of 12
IPJ
Page 1887 of 7162
Addendum
1. In addition to the monthly rent, the Lessee shall reimburse the Authority for the cost of water
used to irrigate and the cost of maintaining the landscaping within the Common Area
surrounding the Premises. The cost of these services will be twenty-five percent (25%) of the
historical costs incurred by the Authority over the past 24 months (currently $40 per month,
evaluated annually on October 1). These costs are due by the first day of every calendar month
during the term thereof
2. This Lease has been generated based on the Collier County Innovation Accelerator Business
Plan, which was approved by the Board of County Commissioners on May 13, 2014, Agenda
Item 11 A.
3. Lessor shall not be required or responsible to maintain, repair or replace any of the equipment
for Lessee's operation within the Premises.
4. Lessor shall be responsible for all costs related to the exterior of the Premises.
Page 12 of 12 N1
Page 1888 of 7162
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Page 1890 of 7162
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
INVITATION TO NEGOTIATE (ITN)
FOR
IMMOKALEE CULINARY ACCELERATOR LEASE AND
EQUIPMENT PURCHASE
SOLICITATION NO.: 24-8291
BARBARA LANCE, PROCUREMENT STRATEGIST
PROCUREMENT SERVICES DIVISION
3295 TAMIAMI TRAIL EAST, BLDG C-2
NAPLES, FLORIDA 34112
TELEPHONE: (239) 252-8998
Barbara.Lance@colliercountyfl.gov (Email)
This solicitation document is prepared in a Microsoft Word format (Rev 8/7/2017). Any alterations
to this document made by the Vendor may be grounds for rejection of proposal, cancellation of any
subsequent award, or any other legal remedies available to the Collier County Government.
Page 1891 of 7162
SOLICITATION PUBLIC NOTICE
INVITATION TO NEGOTIATE (ITN)
NUMBER:
24-8291
PROJECT TITLE: IMMOKALEE CULINARY ACCELERATOR LEASE AND EQUIPMENT
PURCHASE
ITN OPENING DAY/DATE/TIME: AUGUST 5, 2024, AT 3:00 PM EST
PLACE OF ITN 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://procurement.opengov.com)
INTRODUCTION
As requested by the Housing Policy and Economic Development Division (hereinafter, the “Division”), the Collier County Board of
County Commissioners Procurement Services Division (hereinafter, “County”) has issued this Invitation to Negotiate (hereinafter,
“ITN”) with the intent of obtaining proposals from interested and qualified vendors/proposers/contractors/bidders 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 purpose of this Invitation to Negotiate (ITN) is to solicit proposals from qualified entities interested in assuming the lease for a
fully equipped culinary space and acquiring the existing kitchen equipment through a bill of sale or execute a new lease at further
direction by the County. This ITN aims to identify a lessee who will effectively utilize the space and equipment to operate a successful
culinary business. The issuance of this ITN does not constitute a commitment by the lessor to enter into a lease agreement or
equipment sale. The lessor reserves the right to reject any or all proposals. All costs incurred in the preparation and presentation of
proposals are the responsibility of the proposer.
BACKGROUND
The Immokalee Culinary Accelerator space is located at 170 Airpark Blvd, Ste 103, Immokalee, FL 34142, encompassing
approximately 5,274 square feet. The space is currently outfitted with commercial-grade kitchen equipment, including, but not limited
to ovens, refrigerators, freezers, cooking stations, and ventilation systems. The current lease agreement is valid until September 30,
2024, with an option for annual renewal. The County currently has 14 active members at the accelerator with month-to-month
memberships.
The goal of the Collier County Culinary Accelerator is to promote economic development and diversify the local economy throug h
the growth and development of food-related businesses in Collier County by facilitating the evolution of a concept into an actionable
business plan and ultimately into a successful, employment -generating, and tax revenue producing small businesses.
The Accelerator is designed to allow new business start-ups to capitalize on the abundant agricultural and transportation resources in
the Immokalee area. The Accelerator has stimulated innovation and local economic resiliency through food service education, j ob
creation, entrepreneurship, and diversifies available food service product choices. This is accomplished through training programs,
shared access to commercial kitchen space, and an onsite food safety and testing laboratory. The laboratory is staffe d through a
partnership with the University of Florida/IFAS Extension Office. The Accelerator was created through the use of Federal, Sta te, and
County funding.
TERM OF CONTRACT
The Proposer may assume existing lease OR will execute a new lease at further direction by the County.
Surcharges will not be accepted in conjunction with this contract, and such charges should be incorporated into the pricing s tructure.
Page 1892 of 7162
DETAILED SCOPE OF WORK
The scope of this ITN includes, but is not limited to, the following:
1. Lease Assumption/New Lease
1. Terms and Conditions: Assumption of the existing lease or execution of a new lease, adhering to all terms and conditions
specified within the lease agreement. (See Accelerator Lease 9.10.19 and Culinary Lease Extension)
2. Lease Duration: The remaining lease period with an option for renewal as specified in the original lease agreement.
3. Lease Payments: Responsibility for ongoing lease payments, including any associated costs (e.g., utilities, maintenance).
2. Equipment Acquisition
1. Inventory: Detailed inventory of all kitchen equipment and fixtures included for conveyance. (See Equipment List
Appraisal)
2. Bill of Sale: Transfer of ownership of the equipment through a bill of sale upon successful assumption of the lease.
3. Maintenance: Lessee assumes ongoing maintenance and repair responsibilities for all acquired equipment.
4. Compliance: Lessee adheres to all health, safety, and regulatory requirements for operating a commercial kitchen.
3. Terms and Conditions
1. The issuance of this ITN does not constitute a commitment by the lessor to enter into a lease agreement or equipment sale.
2. The lessor reserves the right to reject any or all proposals.
3. All costs incurred in the preparation and presentation of proposals are the responsibility of the Proposers.
INVITATION TO NEGOTIATE (ITN) PROCESS
1.1 The Proposers will submit proposal which will be scored based on the criteria in Grading Criteria for Development of
Shortlist, which will be the basis for short-listing the vendors.
The Proposers will need to meet the minimum requirements outlined herein in or der for their proposal to be evaluated and
scored by the COUNTY. The COUNTY will then grade and rank to at least the top three short-listed vendors and enter into
negotiations with the top ranked vendor or multiple vendors to establish cost for the services needed. The COUNTY reserves
the right to issue an invitation for oral presentations to obtain additional information after grading and before the final
ranking. With successful negotiations, a contract will be developed with the selected firm, based on the negotiated price
and/or scope of services and submitted for approval by the Board of County Commissioners .
1.2 The COUNTY will use a Selection Committee in the ITN 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 the proposals, the COUNTY will rank the Proposers based on the discussion and clarifying questions
on their approach and related criteria, and then negotiate with one or more vendors as authorized in Section 11, Paragraph 7
of County Procurement Ordinance Number 2017-08.
1.6 The COUNTY reserves the right to negotiate any element of the proposal s in the best interest of the COUNTY.
GRADING CRITERIA FOR RANKING PROPOSALS:
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. Financial Capability of the Firm 20 Points
Page 1893 of 7162
5. Experience and Capacity of the Firm 20 Points
6. Compliance with Legal and Regulatory Requirements 20 Points
7. Local Vendor Preference 10 Points
TOTAL POSSIBLE POINTS 100 Points
Tie Breaker: In the event of a tie at final ranking, award shall be made to the proposer with the lower volume of work
previously awarded. Volume of work shall be calculated based upon total dollars paid to the proposer in the twenty -four
(24) months prior to the RFP submittal deadline. Payment information will be retrieved from the County’s financial system
of record. The tie breaking procedure is only applied in the final ranking step of the selection process and is invoked by the
Procurement Services Division Director or designee. In the event a tie still exists, selection will be determined based on
random selection by the Procurement Services Director before at least three (3) witnesses.
-----------------------------------------------------------------------------------------------------------------------------------------------
Each criterion and methodology for scoring is further described below.
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 ITN.
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:
▪ Intended Use: Provide a detailed summary of the proposed use of the culinary space and equipment, including
a detailed description of intended business operations type of cuisine, target market, and business model.
▪ Operational Plan: Provide a comprehensive operational plan outlining how the space and equipment will be
utilized effectively.
▪ Submit a detailed business plan including market analysis, marketing strategy, and operational strategy.
▪ Provide financial projections for at least three (3) years, including profit and loss statements, cash flow
statements, and balance sheets.
▪ Provide an overview of the Business Entity.
▪ Describe your intended plan for the current 14 active members at the accelerator.
EVALUATION CRITERIA NO. 4: FINANCIAL CAPABILITY OF THE FIRM (20 Total Points Available)
Proposer shall demonstrate the professional and financial capacity of the firm. The Proposer should demonstrate that they
have access to appropriate levels of financing to accomplish what is outlined in their proposal.
In this criteria, include but not limited to:
• Provide proof of financial stability and capability to meet the lease obligations and acquire the equipment.
• Provide bank statements, credit reports, or letters of credit.
• Financial Projections: Provide financial projections demonstrating the viability and sustainability of the
proposed business.
• Provide documentation describing the proposer’s financial capacity to fulfill the requirements of the proposal.
• List by case name and number all pending litigation in which the firm is involved as a party , or proposer’s
officers are involved as parties in their official capacity. Additionally, list any arbitrations the proposer is
involved in as a party and include the name, location (address of the arbitrator(s)) for each listing .
• Include other relevant information about the project that has not been addressed that the proposer would like to
present in support of its proposal.
Page 1894 of 7162
CONFIDENTIALITY. The proposer should be aware that all submissions provided are subject to public disclosure and
will not be afforded confidentiality, unless provided by Florida Statute Chapter 119 Public Records Law.
If information is submitted with a proposal that is deemed “Confidential” the proposer must stamp those pages of the
submission that are considered confidential and also provide a separate redacted version. The proposer must provide
documentation as to validate why these documents should be declared confidential in accordance with Florida Statute
Chapter 119, “Public Records,” exemptions. If the proposer contends that any portion of its proposal is exempt from the
Public Records law, that proposer agrees to indemnify and defend the COUNTY for any costs incurred should a public
record request be made seeking to compel the production of the purported exempt records.
EVALUATION CRITERIA NO. 5: EXPERIENCE AND CAPACITY OF THE FIRM (20 Total Points Available)
In this criteria, include but not limited to:
• Provide relevant experience in operating a culinary business.
• Describe and provide detail around the qualifications of the management team.
• Provide references from previous landlords or business partners.
The County requests that the vendor submits no fewer than three (3) and no more than ten (10) completed reference
forms from clients (during 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 vendor that best represent projects of similar size, scope
and complexity of this project using form provided in Form 5. Vendors 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: COMPLIANCE WITH LEGAL AND REGULATORY REQUIREMENTS (20
Total Points Available)
In this criteria, include but not limited to:
▪ Attach brief resumes of all proposed project team members who will be involved in the management of the total
package of services, as well as the delivery of specific services.
▪ Provide evidence of compliance with all relevant health and safety regulations.
▪ Provide copies of necessary permits and licenses for operating a culinary business.
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 permanen t
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.
Page 1895 of 7162