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Agenda 02/11/2025 Item #16G 1 (Awarding Contract #24-8283 for Rental Car Concession Services for the Collier County Airport Authority w/Enterprise Leasing Compary of Florida, LLC)2/11/2025 Item # 16.G.1 ID# 2024-2368 Executive Summary Recommendation that the Board, acting as the Airport Authority, award Request for Proposals No. 24-8283, "Rental Car Concession Services for Collier County Airport Authority” to Enterprise Leasing Company of Florida, LLC, and authorize its Chair to sign the attached Car Rental Service Concessionaire Agreement. OBJECTIVE: To continue to provide high-quality car rental services at the three Collier County Airports: Marco Island Executive Airport, the Immokalee Regional Airport, and the Everglades Airpark. CONSIDERATIONS: The Marco Island Executive Airport has grown substantially over the past several years from 68,286 aircraft operations in 2022 to over 85,000 aircraft operations in 2024. With that growth, the demand for rental cars has also increased. The rental car concession contract also provides for courtesy cars to be made available for the short-term hourly use by the County’s customer base that are purchasing aircraft fuel and will only be at the airport for a few hours. On August 13, 2024, the Procurement Services Division posted Request for Proposal No. 24-8283, “Rental Car Concession Services for Collier County Airport Authority.” The County extended the proposal deadline for an additional week to conduct vendor outreach in an effort to stimulate competition. Ultimately, the County only received one proposal by the September 19, 2024, extended submission deadline. A selection committee met on October 22, 2024, to review the sole proposal received by Enterprise Leasing Company of Florida, LLC (“Enterprise”). The evaluation criteria required proposers to state their qualifications and provide at least three references from clients for rental car services at an airport facility of similar character and size within the last five years. After reviewing and deliberating over the proposal received, the committee is recommending awarding to Enterprise: Company Name Final Ranking Enterprise Leasing Company of Florida, LLC 1 Enterprise was incorporated in Florida in 2009 and is the incumbent vendor under existing Agreement No. 19-7535, which expires on April 30, 2025. Enterprise has been the only “on-airport” car rental concession at the Marco Island Executive Airport (MKY), the Immokalee Regional Airport (IMM) and the Everglades Airpark since 2011. If approved, the attached proposed Agreement No. 24-8283, will become effective upon approval and replace existing Agreement No. 19-7535. The Agreement provides for a three-year term, with two one-year renewal options, and provides a 15% concession on monthly gross receipts, a monthly occupancy fee of $476.67, and a monthly parking fee of $13.72 for each parking space (six total). This agenda item is consistent with the Collier County Strategic Plan, focusing on Responsible Governance and the objective of safeguarding taxpayer money by promoting fiscal stewardship and sound budget oversight. The revenue derived from the Enterprise contract has helped provide the fund operating surplus that the collective three airports has produced since 2015. This surplus has significantly reduced any burden on the Collier County general fund for an annual subsidy. Approval of the attached Agreement will enable the Airport Authority’s desires to provide rental and courtesy vehicle services to support at the County Airports. MKY and IMM have very limited space available for on-airport car rental services and the demand at the airports is very seasonal. Enterprise has well adjusted to the “high season” demand and the limited space. FISCAL IMPACT: The airport authority in the past six years with Enterprise has averaged $50,000 in percentage of gross sales revenue (15%), per year. Most (85%) of this revenue is generated by MKY’s market. Only MKY has a dedicated office with front lobby counter space. The office space and parking stalls bring in $5,976 per year. Due to the influence of the three named storms affecting our region in 2024, it is believed that the percentage of gross sales revenue Page 3120 of 3773 2/11/2025 Item # 16.G.1 ID# 2024-2368 may be slightly decreased for FY 2025. The rent, concessionaire fees, and all applicable taxes associated with this agreement will be deposited in the Airport Operating Fund (4090), for the Marco Island executive Airport Cost Center (192370), Immokalee Regional Airport Cost Center (192330) or Everglades Airpark Cost Center (192350) as appropriate. GROWTH MANAGEMENT IMPACT: This item is consistent with Transportation Element of the Growth Management Plan. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for Board approval. —SRT RECOMMENDATIONS: To award Request for Proposal No. 24-8283, “Rental Car Concession Services for Collier Count Airport Authority,” to Enterprise Leasing Company of Florida, LLC, and authorize the Chairman to sign the attached Agreement. PREPARED BY: Bryant Garrett, AAE ATTACHMENTS: 1. 24-8283 NORA pdf 2. 24-8283 Final Ranking 3. 24-8283 Solicitation 4. Enterprise Proposal package 5. 24-8283 VS_Enterprise 6. 24-8283 InsurancePacket_Enterprise 7. 24-8283 Affidavit_Enterprise Page 3121 of 3773 Notice of Recommended Award Solicitation: 24-8283 Title: Rental Car Concession Services for Collier County Airport Authority Due Date and Time: September 19, 2024, at 3:00 PM EST Respondents: Company Name City County State Final Ranking Responsive/Responsible Enterprise Leasing Company of Florida, LLC Ft. Myers Lee FL 1 Yes/Yes Utilized Local Vendor Preference: Yes No Recommended Vendor(s) For Award: On August 13, 2024 o. 24-8283, Rental Car Concession Services for Collier County Airport Authority two thousand one hundred thirty-two (2,132) vendors. The bid due date was extended for one week, during which time staff conducted additional outreach. Three hundred seventy-seven (377) vendors viewed the solicitation information, and one (1) proposal was received by the September 19, 2024, submission deadline. Staff reviewed the proposal received and the proposer was found to be responsive and responsible. The Selection Committee met on October 22, 2024. After review of the proposal and deliberation, the Committee scored the proposal and ranked the firm as shown above. Staff is recommending award to Enterprise Leasing Company of Florida, LLC, the top ranked vendor. Contract Driven Purchase Order Driven Required Signatures Project Manager: Procurement Strategist: Procurement Services Director: __________________________________ _________________ Sandra Srnka Date Page 3122 of 3773 Selection Committee Final Ranking RFP #: 24-8283 Title: Rental Car Concession Services for Collier County Airport Authority Name of Firm Danielle Bates Nick Rossdale Bryant Garrett Brad Beadles Total Scores Final Ranking Enterprise Leasing Company of Florida, LLC 80 80 85 80 325.00 1 Procurement Professional Lisa Oien 10/22/2024 Page 3123 of 3773 COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS REQUEST FOR PROPOSAL (RFP) FOR RENTAL CAR CONCESSION SERVICES FOR COLLIER COUNTY AIRPORT AUTHORITY SOLICITATION NO.: 24-8283 LISA OIEN, PROCUREMENT STRATEGIST PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FLORIDA 34112 TELEPHONE: (239) 252-8935 Lisa.Oien@colliercountyfl.gov (Email) This solicitation document is prepared in a Microsoft Word format (Rev 8/7/2017). Any alterations to this document made by the Vendor may be grounds for rejection of proposal, cancellation of any subsequent award, or any other legal remedies available to the Collier County Government. Page 3124 of 3773 2 SOLICITATION PUBLIC NOTICE REQUEST FOR PROPOSAL (RFP) NUMBER: 24-8283 PROJECT TITLE: Rental Car Concession Services for Collier County Airport Authority PRE-PROPOSAL CONFERENCE: August 22, 2024, at 10:00 AM EST LOCATION: Marco Island Executive Airport 2005 Mainsail Drive Naples, FL. 34114 DUE DATE: September 12, 2024, at 3:00 PM EST PLACE OF RFP OPENING: PROCUREMENT SERVICES DIVISION 3295 TAMIAMI TRAIL EAST, BLDG C-2 NAPLES, FL 34112 All proposals shall be submitted online via the Collier County Procurement Services Division Online Bidding System: https://procurement.opengov.com/ INTRODUCTION As requested by the Operations and Performance Management – Airport Authority Division (hereinafter, the “Division or Department”), the Collier County Board of County Commissioners Procurement Services Division (hereinafter, “County”) has issued this Request for Proposal (hereinafter, “RFP”) with the intent of obtaining proposals from interested and qualified vendors in accordance with the terms, conditions and specifications stated or attached. The vendor, at a minimum, must achieve the requirements of the Specifications or Scope of Work stated. BACKGROUND The Collier County Airport Authority (Authority) is soliciting competitive sealed proposals from interested and qualified licensed and insured offerors to furnish on-airport rental car concession services and counter space lease at the Marco Island Executive Airport and limited rental car services at the Immokalee and Everglades Airports The Airport Authority oversees the development and management of these general aviation airports that serve the air transportation needs of residents, businesses, and visitors to Collier County. The Marco Island Executive Airport, located at 2005 Mainsail Drive in Naples, is an active general aviation airport that serves the needs of corporate, private, charter and air taxi operations. Business aircraft operations represent a significant portion of its activities. The Airport is located 3 miles northeast of Marco Island, in the rapidly growing community of East Naples in Collier County, Florida. In order to support current aircraft operations and provide capacity for future growth, the Authority constructed a new two-story, state-of-the-art general aviation terminal that provides approximately 16,000 square feet of interior space. The Marco Island Executive Airport’s new terminal facility features customer transaction counter space for one rental car concession. The rental care customer transaction counter and attached office/storage room (approximately 143 square feet in size) is prominently located in the main terminal (Exhibit A) lobby, just inside of the main public entry doors. Rental car revenue at the Marco Island Executive Airport for Calendar Year 2023 (ending December 31, 2023) was $369,730.10. Immokalee Regional Airport, located at 165 Airpark Boulevard in Immokalee, is an active general aviation airport that serves the needs of corporate, private, and agriculture-related business operations. The Airport is located 1 mile northeast of Immokalee, and 6 miles north of the rapidly growing community of Ave Maria in Collier County, Florida. Rental car revenue for the Immokalee Regional Airport was minimal for the fiscal year 2023. Everglades Airpark, located at 650 E.C. Airpark Road in Everglades City is an active general aviation airport that serves the needs of private and recreational- related operations. The Airport is located within Everglades City, and 1 mile west of the Island of Chokoloskee. There was no rental car revenue reported for the Everglades Airpark for Fiscal Year 2023. Currently, one (1) rental car company operates rental car concessions at the Marco Island Executive Airport. This Concessionaire normally operates with their staff on Premises seven (7) days per week from November 1 – April 30, annually. This company also operates limited, on-demand services at the Immokalee and Everglades Airports. The current Concessionaire has appointed Authority staff as their limited agent for the purposes of completing car rental contracts with Concessionaire’s customers on Concessionaire’s behalf outside of normal Concessionaire hours with the Concessionaire’s direct support. The current agreement ends on December 25, 2024. Page 3125 of 3773 3 TERM OF CONTRACT The contract term, if an award(s) is/are made is intended to be for three (3) years with two (2) one-year renewals. Prices shall remain firm for the initial three year term of this contract. Surcharges will not be accepted in conjunction with this contract, and such charges should be incorporated into the pricing structure. The County Manager, or designee, may, at his discretion, extend the Agreement under all of the terms and conditions contained in this Agreement for up to one hundred eighty (180) days. The County Manager, or designee, shall give the Contractor written notice of the County's intention to extend the Agreement term not less than ten (10) days prior to the end of the Agreement term then in effect. All goods are FOB destination and must be suitably packed and prepared to secure the lowest transportation rates and to comply with all carrier regulations. Risk of loss of any goods sold hereunder shall transfer to the COUNTY at the time and place of delivery; provided that risk of loss prior to actual receipt of the goods by the COUNTY nonetheless remain with VENDOR. DETAILED SCOPE OF WORK SECTION 1 – INTRODUCTION The Collier County Airport Authority hereby invites proposals from all qualified and interested parties for the award of nonexclusive rental car concession agreement for one (1) rental car concession at Marco Island Executive Airport, Immokalee Regional Airport, and Everglades Airpark under the terms and conditions herein set forth in this Bid document. The solicitation of proposals shall in no manner be construed as a commitment on the part of the Authority to make an award. The Authority intends to award one (1) On-Airport Rental Car Concession. The awarded firm shall commit to providing the specified services in accordance with the Authority’s business terms and operating standards. The Authority’s objective is to achieve the highest possible standards in both physical facilities and customer service. The Airport Authority reserves the right to award ancillary, on- demand concession contracts at any time. 1.1 GENERAL INFORMATION Statistical information contained in these documents is for information purposes only. The Authority is not responsible for any inaccuracies or interpretations of said data and makes no representations as to what future operations counts or revenues will be. This Request for Proposals and its forms and attachments are a complete document that must be read in its entirety. 1.2 SPECIAL CONDITIONS It is important to note that operating at the Marco Island Executive Airport may present challenges that do not exist at typical commercial or retail business facilities. The airport is open for operations 24 hours per day, 365 days per year. The terminal is currently open for business from 7:00 a.m. through 7:00 p.m. 365 days per year, though after-hours services are available upon request by aircraft operators. These operating hours may be adjusted during the life of the agreement based upon customer demand and volume. SECTION 2 – BUSINESS TERMS 2.1 CONCESSIONAIRE FEES, PAYMENTS AND COURTESY VEHICLES A. Concessionaire Revenue Fee Under the agreement, the Concessionaire will be responsible for paying the Authority a monthly privilege concession fee of no less than 15% of chargeable gross revenue. The term “gross revenue” or “gross receipts” means all income collected, accrued, or derived by the Concessionaire under the privileges granted by this Agreement or other document entered into with the Authority, excluding amounts of any Federal State or other tax collected by the Concessionaire from customers and required by law to be remitted to the taxing authority. The Concessionaire shall provide the Authority’s Finance Department a Statement of Gross Receipts monthly on or before the 15th of the following month. Page 3126 of 3773 4 B. Concessionaire Occupancy Fees The successful Concessionaire will be required to lease at a minimum the following facilities at the stated initial monthly rental rates. Facility: Concessionaire shall pay monthly rental rate of $476.67, plus applicable sales tax, for one hundred and forty-three (143) square feet of customer service counter and office space at the Marco Island Executive Airport Parking: The Concessionaire shall pay a monthly rental fee for ready return space of $13.72 per space for six (6) spaces at the Marco Island Executive Airport. Allocation of ready return spaces will be at the discretion of the Authority, and additional spaces may be made available as required. The customer service counter and office space and the parking space rates may be subject to annual CPI adjustments or market rate analysis adjustments by the Authority. C. Payment of Fees : The Concessionaire monthly fees shall be paid to the County by the fifteenth (15th) of the following month for the life of the resultant agreement. For less than one month of service, a prorated amount shall be calculated. To calculate the prorated amount determine the number of days in the month serviced, divide the established monthly rate by the number of days for that month to determine a daily rate, then multiply the daily rate times the number of days of service. The Florida State Sales Use Tax on rental payments is not included with the rental rates and shall be added to the applicable monthly rental fee(s) and forwarded to the County as part of the payment. The vendor shall also pay all sales, consumer, use and other taxes. D. Default in Payment: A late charge of ten percent (10%) of the total monthly amount owed to the County shall be charged for every day late beginning on the twentieth (20th) day of the month. E. Courtesy Vehicles: The Concessionaire will be required to provide at a minimum the following vehicles, minivans, SUVs, or full-size 4-door sedans, less than two years old, for use of the Authority and itinerant pilots and passengers using each Airport. The Authority will provide parking spaces for the courtesy vehicles and the courtesy vehicles shall be available for use free of charge. The users can utilize the courtesy cars for a maximum of 2 hours, the user must be 25 years of age, and possess a US driver’s license. The minimal expectations for courtesy vehicles are described below: Marco Island Executive Airport:  Three (3) vehicles from November 1 – April 30 • At least one vehicle shall be an intermediate SUV, Minivan, or larger vehicle.  Two (2) vehicles (intermediate SUV, Minivan or larger) from May 1 – October 31 Immokalee Regional Airport:  One (1) vehicle (intermediate SUV, Minivan or larger) at the Immokalee Regional year-round. The Concessionaire will be responsible for insuring the courtesy vehicles for their intended use. SECTION 3 - OPERATING STANDARDS 3.1 General Operating Standards A. Authority staff shall be authorized to act as Concessionaire’s agent for the purpose of soliciting preliminary information necessary to prepare car rental contracts when customer service is required outside of car rental concession operating hours. B. Concessionaire may conduct transactions with non-airport customers at Marco Island and Immokalee Airports Page 3127 of 3773 5 under the same terms and fees as airport rentals. Airport customers shall always have first priority in terms of customer service and vehicle selection. C. Concessionaire shall make every effort to provide the exact vehicle or upgrade requested by the customer. It is the expectation of the Airport Authority that customers with advance vehicle reservations will receive the type and quantity of vehicles reserved for each rental. The Authority reserves the right to obtain rental vehicles from other vendors if Concessionaire is unable to fulfill customers’ rental car needs. Further, customers maintain the right to make direct reservations with other rental car agencies of their preference at any time, however these transactions will not be handled by members of the Authority. Repeated failure of Concessionaire to meet customer rental car needs may result in termination of agreement. D. Concessionaire shall coordinate with and inform Authority in writing of each reservation made for all airport and general customers. 3.2 Operating Standards at Marco Island Executive Airport A. Six (6) paved, uncovered, ready-return spaces will be provided to the Concessionaire. Washing/cleaning vehicles is allowed in those spaces. Allocation of ready return spaces will be at the discretion of the Authority, and additional spaces may be made available as required. The Concessionaire will provide, at a minimum, and in addition to the courtesy vehicle(s), four (4) staged vehicles that are available for rent at all times from November 1 – April 30; and two (2) staged vehicles that are available for rent at all times from May 1 – October 31. B. From November 1 through April 30, the Concessionaire will be required to keep rental car facilities open for business daily with at least one employee at or near the customer transaction counter or ready-return lot. Facilities must be open and staffed from 8:00am to 5:00pm, Monday through Saturday, and a minimum of three (3) hours on Sunday. These hours of operation are the minimum acceptable; Concessionaire is encouraged to extend hours, on a temporary or permanent basis, in response to customer needs. C. The Marco Island Executive Airport will be listed to the general public on the Concessionaire’s website as a rent/return location and have the ability to reserve vehicles via this medium. D. Concessionaire shall maintain sufficient staff levels to support the Authority’s goal of providing exceptionally high customer service at all times. Special events and holidays may result in unusually heavy customer demand. Concessionaire is expected to augment staff as required to support these needs. E. Employees shall be neatly dressed in appropriate business attire. Courtesy, respect, and tact in dealing with customers are required at all times. It is essential that their business transactions at Marco Island Executive Airport are completed professionally and promptly. Each customer at Marco Island Executive Airport is treated as a VIP. F. Concessionaire will provide an after-hours secure key drop-box on the exterior of the building in a location coordinated with the Authority. 3.3 Operating Standards at Immokalee Regional Airport and Everglades Airpark A. The Concessionaire shall provide car rental services on a limited, on demand basis in conformance with the purposes and for the periods stated herein. B. The Authority or Concessionaire shall not rent vehicles to the general public, or non-airport customers, at these location during the term of this contract. REQUEST FOR PROPOSAL (RFP) PROCESS 1.1 The Proposers will submit a qualifications proposal which will be scored based on the criteria in Evaluation Criteria for Development of Shortlist, which will be the basis for short-listing firms. The Proposers will need to meet the minimum requirements outlined herein in order for their proposal to be evaluated and scored by the COUNTY. The COUNTY will then score and rank the firms and enter into negotiations with the top ranked firm to establish cost for the services needed. The COUNTY reserves the right to issue an invitation for oral presentations to obtain additional information after scoring and before the final ranking. With successful negotiations, a contract will be developed with the selected firm, based on the negotiated price and scope of services and submitted for approval by the Board of County Commissioners. 1.2 The COUNTY will use a Selection Committee in the Request for Proposal selection process. Page 3128 of 3773 6 1.3 The intent of the scoring of the proposal is for respondents to indicate their interest, relevant experience, financial capability, staffing and organizational structure. 1.4 The intent of the oral presentations, if deemed necessary, is to provide the vendors with a venue where they can conduct discussions with the Selection Committee to clarify questions and concerns before providing a final rank. 1.5 Based upon a review of these proposals, the COUNTY will rank the Proposers based on the discussion and clarifying questions on their approach and related criteria, and then negotiate in good faith an Agreement with the top ranked Proposer. 1.6 If, in the sole judgment of the COUNTY, a contract cannot be successfully negotiated with the top-ranked firm, negotiations with that firm will be formally terminated and negotiations shall begin with the firm ranked second. If a contract cannot be successfully negotiated with the firm ranked second, negotiations with that firm will be formally terminated and negotiations shall begin with the third ranked firm, and so on. The COUNTY reserves the right to negotiate any element of the proposals in the best interest of the COUNTY. RESPONSE FORMAT AND EVALUATION CRITERIA FOR DEVELOPMENT OF SHORTLIST: 1.7 For the development of a shortlist, this evaluation criterion will be utilized by the COUNTY’S Selection Committee to score each proposal. Proposers are encouraged to keep their submittals concise and to include a minimum of marketing materials. Proposals must address the following criteria: Evaluation Criteria Maximum Points 1. Cover Letter / Management Summary 5 Points 2. Certified Woman and/or Minority Business Enterprise 10 Points 3. Business Plan 25 Points 4. Revenue to the County 20 Points 5. Experience and Capacity of the Firm 25 Points 6. Local Vendor Preference 15 Points TOTAL POSSIBLE POINTS 100 Points Tie Breaker: In the event of a tie at final ranking, award shall be made to the proposer with the lower volume of work previously awarded. Volume of work shall be calculated based upon total dollars paid to the proposer in the twenty-four (24) months prior to the RFP submittal deadline. Payment information will be retrieved from the County’s financial system of record. The tie breaking procedure is only applied in the final ranking step of the selection process and is invoked by the Procurement Services Division Director or designee. In the event a tie still exists, selection will be determined based on random selection by the Procurement Services Director before at least three (3) witnesses. ---------------------------------------------------------------------------------------------------------------------------------------------------------- Each criterion and methodology for scoring is further described below. ***Proposals must be assembled, at minimum, in the order of the Evaluation Criteria listed or your proposal may be deemed non-responsive*** EVALUATION CRITERIA NO. 1: COVER LETTER/MANAGEMENT SUMMARY (5 Total Points Available) Provide a cover letter, signed by an authorized officer of the firm, indicating the underlying philosophy of the firm in providing the services stated herein. Include the name(s), telephone number(s) and email(s) of the authorized contact person(s) concerning proposal. Submission of a signed Proposal is Vendor's certification that the Vendor will accept any awards as a result of this RFP. EVALUATION CRITERIA NO. 2: CERTIFIED WOMAN AND/OR MINORITY BUSINESS ENTERPRISE (10 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. Page 3129 of 3773 7 EVALUATION CRITERIA NO. 3: BUSINESS PLAN (25 Total Points Available) In this criteria, include but not limited to: • Staffing Policy • Plan to improve customer base and revenue • Plan to describe how to improve customer experience • Employee training and experience EVALUATION CRITERIA NO. 4: REVENUE TO THE COUNTY (20 Total Points Available) Provide a proposed Revenue Fee below: Category Concessionaire Revenue Fee Minimum Proposed Fee Percentage of Gross Revenue 15% Initial revenue fee is for evaluation purposes only and is subject to change during negotiations with the selected vendor. EVALUATION CRITERIA NO. 5: EXPERIENCE AND CAPACITY OF THE FIRM (25 Total Points Available) In this criteria, include but not limited to: • Detail your experience conducting car rental services for an airport facility of similar character and size. • Attach brief resumes and related certifications of all proposed team members who will be involved with providing car rental services. • Number of years’ experience. The County requests that the vendor submits no fewer than three (3) and no more than ten (10) completed reference forms from clients during a period of the last 5 years whose projects are of a similar nature to this solicitation as a part of their proposal. Provide information on the projects completed by the Proposer that best represent projects of similar size, scope and complexity of this project using form provided in Form 5. Proposers may include two (2) additional pages for each project to illustrate aspects of the completed project that provides the information to assess the experience of the Proposer on relevant project work. EVALUATION CRITERIA NO. 6: LOCAL VENDOR PREFERENCE (15 Total Points Available) Local business is defined as the vendor having a current Business Tax Receipt issued by the Collier or Lee County Tax Collector prior to proposal submission to do business within Collier County, and that identifies the business with a permanent physical business address located within the limits of Collier or Lee County from which the vendor’s staff operates and performs business in an area zoned for the conduct of such business. VENDOR CHECKLIST ***Vendor should check off each of the following items as the necessary action is completed (please see, Vendor Check List)*** Page 3130 of 3773 County of Collier, FL Procurement -, - 3299 Tamiami Trail, East Naples, FL 34112 [ENTERPRISE LEASING COMPANY OF FLORIDA, LLC] RESPONSE DOCUMENT REPORT GEN No. 24-8283 Rental Car Concession Services for Collier County Airport Authority RESPONSE DEADLINE: September 19, 2024 at 3:00 pm Report Generated: Friday, September 20, 2024 Enterprise Leasing Company of Florida, LLC Response CONTACT INFORMATION Company: Enterprise Leasing Company of Florida, LLC Email: brandi.thomas@ehi.com Contact: BRANDI THOMAS Address: 1905 Boy Scout Drive Fort Myers, FL 33907 Phone: N/A Website: N/A Submission Date: Sep 18, 2024 10:37 AM (Eastern Time) Page 3131 of 3773 [ENTERPRISE LEASING COMPANY OF FLORIDA, LLC] RESPONSE DOCUMENT REPORT GEN No. 24-8283 Rental Car Concession Services for Collier County Airport Authority [ENTERPRISE LEASING COMPANY OF FLORIDA, LLC] RESPONSE DOCUMENT REPORT undefined - Rental Car Concession Services for Collier County Airport Authority Page 2 ADDENDA CONFIRMATION Addendum #1 Confirmed Sep 11, 2024 9:57 AM by BRANDI THOMAS Addendum #2 Confirmed Sep 11, 2024 9:57 AM by BRANDI THOMAS Addendum #3 Confirmed Sep 12, 2024 3:18 PM by BRANDI THOMAS QUESTIONNAIRE 1. 1. I certify that I have read, understood and agree to the terms in this solicitation, and that I am authorized to submit this response on behalf of my company.* Confirmed 2. 2. Request for Proposals (RFP) Instructions Form* Request for Proposals (RFP) Instructions have been acknowledged and accepted. Confirmed 3. 3. Collier County Purchase Order Terms and Conditions* Collier County Purchase Order Terms and Conditions have been acknowledged and accepted. Confirmed Page 3132 of 3773 [ENTERPRISE LEASING COMPANY OF FLORIDA, LLC] RESPONSE DOCUMENT REPORT GEN No. 24-8283 Rental Car Concession Services for Collier County Airport Authority [ENTERPRISE LEASING COMPANY OF FLORIDA, LLC] RESPONSE DOCUMENT REPORT undefined - Rental Car Concession Services for Collier County Airport Authority Page 3 4. 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 5. 5. Collier County Required Forms 5.1. PROPOSAL SUBMITTAL* Please submit a proposal per Evaluation Criteria outlined in Solicitation. RFP_24-8283_Enterprise_Leasing_Company_of_Florida,_LLC_-_Enterprise_Rent-A-Car_National_Car_Rental.pdf 5.2. VENDOR DECLARATION STATEMENT (FORM 1)* Form_1_-_Vendor_Declaration_Statement_-_Enterprise_Leasing_Company_of_Florida,_LLC.pdf 5.3. CONFLICT OF INTEREST CERTIFICATION AFFIDAVIT (FORM 2)* Form_2_-_Conflict_of_Interest_-_Enterprise_Leasing_Company_of_Florida,_LLC.pdf 5.4. IMMIGRATION LAW AFFIDAVIT CERTIFICATION (FORM 3)* Form_3_-_Immigration_Affidavit_Certification_-_Enterprise_Leasing_Company_of_Florida,_LLC.pdf 5.5. CERTIFICATION FOR CLAIMING STATUS AS A LOCAL BUSINESS (FORM 4) Form_4_-_Vendor_Submittal_-_Enterprise_Leasing_Company_of_Florida,_LLC.pdf 5.6. REFERENCE QUESTIONNAIRE (FORM 5)* The County requests that the vendor submits no fewer than three (3) and no more than ten (10) completed reference forms from clients during a period of the last 5 years whose projects are of a similar nature to this solicitation as a part of their proposal. Form_5_-_Reference_Lee_County_-_Enterprise_Leasing_Company_of_Florida,_LLC.pdf Form_5_-_Reference_Punta_Gorda_-_Enterprise_Leasing_Company_of_Florida,_LLC.pdf Form_5_-_Reference_Sarasota_-_Enterprise_Leasing_Company_of_Florida,_LLC.pdf Page 3133 of 3773 [ENTERPRISE LEASING COMPANY OF FLORIDA, LLC] RESPONSE DOCUMENT REPORT GEN No. 24-8283 Rental Car Concession Services for Collier County Airport Authority [ENTERPRISE LEASING COMPANY OF FLORIDA, LLC] RESPONSE DOCUMENT REPORT undefined - Rental Car Concession Services for Collier County Airport Authority Page 4 5.7. E-VERIFY - MEMORANDUM OF UNDERSTANDING* E-verify_-_Enterprise_Leasing_Company_of_Florida,_LLC.pdf 5.8. W-9 FORM* W-9_Enterprise_Leasing_Company_of_Florida,_LLC.pdf 5.9. PROOF OF STATUS FROM DIVISION OF CORPORATIONS - FLORIDA DEPARTMENT OF STATE (SUNBIZ)* http://dos.myflorida.com/sunbiz/ should be attached with your submittal. Certificate_of_Authority_St_of_FL_Division_of_Corps_-_Sun_Biz_-_Enterprise_Leasing_Company_of_Florida,_LLC.pdf 5.10. BUSINESS TAX RECEIPT Collier or Lee County Business Tax Receipt Collier_County_Business_Tax_Receipt_-_Enterprise_Leasing_Company_of_Florida,_LLC.pdf 5.11. SIGNED ADDENDA Signed_Addedndum_1_-_Enterprise_Leasing_Company_of_Florida,_LLC.pdf Signed_Addedndum_2_-_Enterprise_Leasing_Company_of_Florida,_LLC.pdf Signed_Addendum_3_-_Enterprise_Leasing_Company_of_Florida,_LLC.pdf 5.12. MISCELLANEOUS DOCUMENTS No response submitted Page 3134 of 3773 Rental Car Concession Services September 19, 2024 Enterprise Leasing Company of Florida, LLC Marco Island Executive Airport Immokalee Regional Airport Everglades Airpark Solicitation No.: 24-8283 Page 3135 of 3773 TABLE OF CONTENTS 1.Cover Letter / Management Summary 2.Certified Woman and/or Minority Business Enterprise 3.Business Plan 4.Revenue to the County / Bid Schedule 5.Experience and Capacity of the Firm 6.Local Vendor Preference 7.Required Documents Page 3136 of 3773 1 Cover Letter / Management Summary Page 3137 of 3773 Page 3138 of 3773 “Take care of your customers and employees first; profits will follow." Jack C. Taylor Founder, Enterprise Holdings Proposer is a wholly owned subsidiary of Enterprise Holdings, Inc., a Missouri corporation founded in St. Louis, Missouri in 1957 by the late Jack Taylor, former Chairman Emeritus. Jack’s underlying philosophy of business was to focus on the needs of customers, providing a top‐quality product at a fair price, and to build lasting relationships with each customer, account and supplier. Enterprise Holdings owns and operates – through its regional subsidiaries – the Alamo Rent A Car, Enterprise Rent‐A‐Car and National Car Rental brands. Jack’s legacy of growth and transformation was carried on by his son Andy Taylor, who succeeded Jack in the role of CEO of the Company. In 2020 his granddaughter Chrissy Taylor stepped into the role of CEO. Page 3139 of 3773 As the third generation of Taylors to lead Enterprise Holdings, Chrissy Taylor rose through the ranks to hold 17 different positions before being elevated to her current role as President & CEO in 2020. Her two previous positions were as Executive Vice President & Chief Operating Officer from 2016-2019 and President & COO from 2019-2020. “I take a huge amount of pride and satisfaction in leading a company that helps people get from Point A to Point B, taking them where they need to go in their daily lives.” - Chrissy Taylor, Enterprise President & CEO Chrissy Taylor Enterprise President and CEO Page 3140 of 3773 Enterprise Mobility at a Glance $35B Global FY23 Revenue* 90K+ Global Team Members* 90+ Countries & Territories** 9.5K+ Global Rental Branches** ONLY Only U.S. Investment Grade Car Rental Company 9TH America’s 9th Largest Private Company according to Forbes 2.3M+ Global Fleet Size* 300+ Makes & Models* Page 3141 of 3773 EASE APPRECIATION ACCOMMODATION Target Customer Mass market (Leisure + replacement rental) Rental Frequency Medium Rental Experience Personalized, quick, friendly, easy Rental Locations Home city & airport Price Point Mid-range Brand Attribute Excellent customer service & convenient locations Marketing Channel Full spectrum: TV, sponsorship & digital Local and Airport Locations: ➢Thousands of locations within 15 miles of 90 percent of the U.S. population. ➢Services all 100 of the top 100 U.S. rental car markets. ➢Operates “in-terminal” at over 300 U.S. airports. Moving lives forward At Enterprise our purpose is to move people’s lives forward, whether they need a rental for an hour, week, or year. We are there to help. This is the flagship brand of Enterprise Holdings, Enterprise Rent-A-Car is an internationally recognized brand known for affordable rates, neighborhood convenience and outstanding customer service. Due to our “Rent. Buy. Share.” offerings, we have every transportation need covered for customers. Enterprise-Rent-A-Car brand attributes: ➢Convenience ➢Transparency ➢Relevance Page 3142 of 3773 SPEED CHOICE CONTROL Target Customer Business traveler Rental Frequency High frequency Rental Experience Expedited, low touch Rental Locations Airport Price Point Premium Brand Attribute Speed, choice, control Marketing Channels Awareness/consideration: TV, Sponsorship, B2B An internationally recognized brand serving the daily rental needs of frequent airport travelers seeking choice, convenience, and time savings for personal and business trips. Importance to serve the frequent business traveler in the most considerate and frictionless way possible, allowing choice and control of their car rental experience, maximize their productivity on the road, and be recognized. Serving the daily needs of frequent business airport travelers who are time conscious. National’s Emerald Club allows for an expedited rental process and counter bypass. National Car Rental attributes: ➢A fast, frictionless process ➢Choice ➢Professional, driven teams ➢Control Professionals serving professionals National Car Rental at Airports: ➢Operates “in-terminal” at more than 260 U.S. airports. Page 3143 of 3773 Certified Woman and/or Minority Business Enterprise2 Proposer does not qualify as a Certified Woman and/or Minority Business Enterprise, and therefore is not WBE or MBE Certified. Page 3144 of 3773 3 Business Plan Page 3145 of 3773 BUSINESS PLAN Proposer’s operations at the Marco Island Executive Airport, Immokalee Regional Airport and Everglades Airpark will provide our mutual customers with many benefits. Based on Proposer’s success in other airport markets in the region, we have identified the unique ways in which our customers, and thereby the Airport, will benefit from having Proposer as a long-term and trusted business partner. These benefits will be realized through Proposer’s provision of the following services: ❖Staffing Proposer realizes the need to ensure that our operations at the Airports are adequately staffed so that customer service and staff morale are at the highest levels. Proposer commits to staffing levels sufficient to meet the needs of all arriving and departing passengers. Proposer will ensure sufficient staff to make certain that busy periods are adequately managed in order to keep customer transaction times to a minimum. Proposer employs an appropriate number of Drivers and Car Preps to ensure all customer needs are met. This structure will allow for experienced personnel to be available throughout operating hours. As business levels increase, additional staff is added. ❖Training The majority of employee training occurs on the job with the employee working alongside their manager to stay on track of learning objectives and goals. We also offer formal training where subject matter experts lead classroom training for employees in roles where additional learning is necessary. Employees that will work in a rental branch receive our Management Training Program, which was developed for employees to complete their training over twelve months and then begin advancing their career towards Assistant Manager, Branch Manager and beyond. The Management Training Program is structured to provide all the necessary training to allow employees to participate in everything from sales, marketing and customer service to operations and finance. Our Company’s entrepreneurial philosophy enables employees to pursue future opportunities including running their own business. Our company promotes from within its own ranks, providing numerous opportunities for advancement as well as giving employees and business partners the knowledge that every member of management is familiar with the frontline workings of the operation they oversee. This assures that each member of management is capable of managing their business with the best interests of its customers, business partners, and employees in mind. Page 3146 of 3773 BUSINESS PLAN ❖Customer Experience Proposer is always seeking enhanced and new ways to ensure that any mobility experience runs as smoothly as possible. By combining modern technology, developing new tools and streamlining our processes, Proposer is optimizing the customer experiences from the inside out. Read on to learn how Proposer measures customer service. Page 3147 of 3773 THE SERVICE QUALITY INDEX (SQI) Measured across all brands Tied to employee promotions Top Box Customers •3X more likely to rent again •Will tell others about experience Service Quality index Completely Satisfied UNSURPASSED CUSTOMER SERVICE Page 3148 of 3773 Each store location earns a ranking based on the percentage of its customers who say they were completely satisfied. Unlike other companies, we will only credit the calls that are classified in the “completely satisfied” category. This is important because completely satisfied customers are far more likely to be repeat customers. We call this ranking "Top Box" and that is the standard of excellence we set for ourselves when we work with our customers. “Top Box” performance is important for two reasons: •Completely satisfied customers are far more likely to be repeat customers. •Through the SQi ranking system, we can link our employees’ advancement within the company directly to the goal of providing consistently superior service to each and every customer. (2) What could we do better? 80% of customers respond with what they want from us to make the service better. Getting customers’ direct feedback helps us learn about “The Why” behind the score. THE SERVICE QUALITY INDEX (SQi), cont’d. To ensure that our ability to provide superior customer service is never compromised, our management teams at each location are given an SQi (Service Quality index) score. The SQi score hinges on two simple words: completely satisfied. To obtain this score, we use an independent third party called In Moment to text or email hundreds of thousands of customers each month to ensure each store has a large enough sample of surveys to legitimately score the location. In Moment asks each customer two questions: (1) How would you rate your level of satisfaction on your last rental? The customers are given the following categories to answer. Completely satisfied Credit Somewhat satisfied 0 Neither satisfied nor dissatisfied 0 Somewhat dissatisfied 0 Completely dissatisfied 0 Page 3149 of 3773 BUSINESS PLAN The following are just a few examples of the many ways Proposer is working to design, deliver and enhance mobility for everyone. Balancing High Touch & High Tech: Technology unlocks new possibilities, but nothing replaces the human touch. Proposer is constantly working to enhance customer interactions by building better, more intuitive digital experiences that put people first. Our approach means greater flexibility and convenience for everyone— especially our customers. Delivering Frictionless Experiences: Proposer is continuously enhancing customer experiences to keep everyone moving ahead. This includes work to remove friction around the most critical steps in the journey, delivering customers enhanced control, personalization and transparency. Standard of Care: Proposer’s employees who clean rental vehicles are formally trained on our standards for cleaning vehicles, and the steps to be taken to provide a clean vehicle for each rental. Those steps include that the interior of the vehicle is vacuumed, including floors, floor mats, cloth seats, between doorjambs and seats, and between the console and seats. The trunk is vacuumed as well. All windows and mirrors are cleaned and all other “hard” interior items (e.g. dashboard, instrument panel, cup holders, vinyl/leather seats, etc.) are wiped down. Car deodorizer is utilized if necessary. The exterior of the vehicle is washed and rinsed (weather dependent) and the mirrors are cleaned. Combined with other measures, Proposer is constantly working to support the well- being of every customer now and into the future. In addition to Proposer’s standard cleaning process, each vehicle is further inspected between rentals by checking certain fluid levels, overall tire condition, dashboard warning lights, and directional signals and lights. Additionally, the spare tire and jack (if equipped) are confirmed to be in place, windshields are examined for any stars or cracks which may affect visibility, and any concerns noted by the prior renter are examined. If any deficiency is noted during these inspections that cannot quickly be remedied, then the vehicle is removed from service and will not be rented. Page 3150 of 3773 BUSINESS PLAN Safety: Customer safety is our top priority. Customers can count on our commitment to provide a vehicle that is safe and dependable. That has been the foundation of our business for over 67 years. All vehicles meet all federal safety standards and regulations. Roadside Assistance: Our contact center agents are trained to help those renters in the unfortunate instance of lost keys or a vehicle malfunction, such as flat tires, accidents and mechanical failure. In the event of vehicle malfunction, agents utilize resources from rental locations, vehicle manufacturers and a third-party automobile club to assist renters and help them get back on the road. Renters are provided with the contact number on the back of the rental contract. Driver Assistance: In the event that trip interruption requires overnight accommodations, our contact center agents will arrange lodging, meals and/or alternate transportation if necessary. The renter will be responsible for all expenses incurred, subject to reimbursement or direct payment at the discretion of authorized company personnel. Vehicle Availability: With locations in the region and the unique ability to move cars from our other locations to the Airports during periods of peak demand, we can meet the demands of customers at the Airports. In times of slow demand, Proposer can reverse this system and move cars back to our other offices, thereby reducing congestion. Page 3151 of 3773 BUSINESS PLAN ❖Customer Base / Revenue Our Company has aggressive marketing plans to help foster growth at our airport locations. Much of this growth will come from increased national, local, and social media marketing opportunities. These opportunities include, but are not limited to, the following: Loyalty Programs & Promise: Loyalty has always been at the center of who we are and how we work, but it’s also a way we support and empower our customers. Enterprise Mobility loyalty programs are about doing right by our customers. That includes everything from ensuring they can make the most of the perks we offer, while also providing meaningful opportunities to help shape our operations into the future. We actively listen to what customers want and need — and that honest feedback is the heart of the relationships Proposer works to build with our loyalty programs. Integration or Alliances with Travel and Accommodations Providers: Our brands are listed as preferred providers with many popular internet travel sites. Vehicle Rental Increases at the Airports: Our onsite locations enable us to be included in “authorized” destinations by several large U.S. corporations and government agencies. This coupled with our Enterprise Plus® and National Emerald Club rewards programs, and other promotions, will result in year-over-year increases in rentals. Enterprise Plus® rewards program and National’s Emerald Club Program as described on the following pages is yet another unique way we set ourselves apart from our competition. Page 3152 of 3773 Page 3153 of 3773 Page 3154 of 3773 BUSINESS PLAN Social Media is another resource Proposer utilizes to reach our customer base. This is how each site is used to maximize visibility. FACEBOOK INSTAGRAM LINKEDIN Providing a consistent space to keep brands top of mind and learn about our brands/products in entertaining ways that encourages further brand connection and exploration. A visual storytelling source that inspires, entertains, engages and creates connection through trending content, images and video. Promote thought leadership and support sales through lead nurturing across B2B purchase decision-making journey. Content types: Articles, short videos, images, partnerships promotions Content types: Instagram Stories, images, short videos, user-generated content Content types: articles, white papers, videos, images, success stories PINTEREST TWITTER (X)YOUTUBE Increase discoverability with inspirational ideas based on trending themes and seasonality. Engage with consumers regarding customer service questions and concerns. Bringing our brands to life through videos and inspirational storytelling. Generally one-way communication with consumers. Content types:videos, animations,photos,articles Content types: text-only conversations Content types: Long-format video, short-form videos, digital spots, commercials Page 3155 of 3773 4 Revenue to the County / Bid Schedule Page 3156 of 3773 Bid Schedule EVALUATION CRITERIA NO. 4: REVENUE TO THE COUNTY (20 Total Points Available) Proposed Revenue Fee: Category Concessionaire Revenue Fee Minimum Proposed Fee Percentage of Gross Revenue 10%15% Page 3157 of 3773 5 Experience and Capacity of the Firm Page 3158 of 3773 Experience and Capacity Enterprise Leasing Company of Florida, LLC (“Proposer”) has almost 48 years of direct experience operating a large rental car business, having been in operation since 1976. At airports, Proposer has over 28 years’ operational experience, having opened its first airport rental car operation at Florida Keys/Marathon International Airport in 1996. Enterprise Holdings owns and operates – through its regional subsidiaries – the Enterprise Rent‐A‐Car and National Car Rental brands, which together serve a large percentage of the worldwide car rental market and continue to grow. What makes us unique and sets us apart from our competition is our longevity and strengths in the industry, and being a private, family- owned company for over 67 years. With over 48 years of direct experience operating a large rental car business, and over 67 years of solid parent company growth in the rental car industry, Proposer is well-qualified to offer rental car services to the traveling public at the Airport. Page 3159 of 3773 Staff Resumes - Controller Drew Carpenter Controller Enterprise Leasing Company of Florida, LLC 1905 Boy Scout Dr Fort Myers,FL 33907 Work Experience 2020 – Present: Group Controller Enterprise Leasing Company of Florida, LLC •Fiduciary responsibility for the Group's Daily Rental, Airport, Car Sales, Commute and Truck Rental operations •Oversight of the Business Management, Vehicle Repair, Risk Management and PDF departments •Provide support and recommendations on Group financial performance to the General Manager and Group leaders •Ensure compliance with policies, procedures and Federal/State/local laws •Provide direction to the Group on business opportunities and risks as they relate to the financial performance of the Group •Provide input in the formulations of Group policies and procedures, coordinating their implementation, and evaluating compliance •Properly safeguard company assets/financial information •Uphold unwavering commitment to the Company's Founding Values and lead the Group's Compliance & Ethics Committee 2017 – 2020: Enterprise Leasing Company of Colorado, LLC 2017 – Group Business Manager 2007 – 2017 Enterprise Leasing Company of Boston, LLC 2007 – Regional Business Manager 2000 – 2004 Enterprise Leasing Company of Philadelphia, LLC 2004 – Regional Accounting Supervisor 2000 – Group Staff Accountant Education Rowan University Bachelor of Science, Accounting & Finance Page 3160 of 3773 Staff Resumes – Facilities Construction Manager Rob Baker Facilities and Construction Manager Enterprise Leasing Company of Florida, LLC 1905 Boy Scout Dr., Fort Myers, FL 33907 Work Experience 2020 – Present: Facilities and Construction Manager, Enterprise Leasing Company of Florida, LLC •Assist in the Group/Regional strategy for real estate •Assist in identifying marketplace and real estate opportunities; work with leadership to strategically lease and/or purchase locations to optimize market share •Ensure that the Group/Region secures well placed, visible and efficient places to do business •Effectively negotiate property leases or purchases •Ensure the Group/Regional's lease administration program is followed •Work with all lines of business and departments to ensure properties meet long-term business objectives and goals •Work through standards to ensure branches are built to comply with all legal requirements •Manage project/construction finances to ensure projects are completed on time, on budget and to brand specifications •Set the strategy for the Group/Regional facility management program •Analyze facility statements to identify opportunities •Implement strategies designed to ensure that locations are maintained and functioning properly •Develop and maintain relationships with Group/Regional Management and local officials 2008 – 2020: Facilities and Construction Manager, Enterprise Leasing Company of Detroit, LLC 2018 – Facilities and Construction Manager 2016 – Facilities Specialist 2010 – Branch Manager 2009 – Assistant Manager 2008 – Management Trainee Education Concordia University Ann Arbor Bachelor of Business Administration Page 3161 of 3773 Staff Resumes – Group Rental Manager Sam Maynard Group Rental Manager Enterprise Leasing Company of Florida, LLC 1905 Boy Scout Dr Fort Myers, FL 33907 Work Experience 2024 – Present: Group Rental Manager, Enterprise Leasing Company of Florida, LLC •Serve as a senior manager, to provide advanced-level strategic direction for all aspects of an area, and to supervise the efforts of the day-to-day managers •Maintain high levels of customer service for all brands •Maintain and increase profitability levels for branches within the assigned market •Prepare and implement fleet, marketing and sales plans •Oversee employee development efforts for employees at all levels •Develop and oversee staffing strategy for the market including hiring and interviewing procedures •Ensure Human Resource activities are carried out in accordance with established requirements, practices and procedures •Work with Revenue Management to ensure rate strategies align with group growth/revenue goals •Involved in varying levels of Real Estate transactions including selecting and negotiating lease contracts •Analyze financial statements, identify opportunities and implement plans to improve cost and efficiencies •Develop and maintain relationships with the Airport Authorities and FBO’s •Oversee the cleanliness, maintenance and security of the market's branches and the assets contained within the branch including vehicles 2012 – 2024: Enterprise Leasing Company of North Carolina, LLC 2016 – Area Manager 2014 – Branch Manager 2013 – Assistant Manager 2012 – Management Trainee Education University of North Carolina Asheville Bachelor of Science, Health and Wellness Page 3162 of 3773 Staff Resumes – Area Manager Amerson Medouard Area Manager Enterprise Leasing Company of Florida, LLC 1905 Boy Scout Dr Fort Myers, FL 33907 Work Experience 2022 – Present: Area Manager, Enterprise Leasing Company of Florida, LLC •Manage and achieve the highest customer service •Manage recruiting, hiring, and training efforts through management staff •Manage all associates and build effective teams to accomplish market goals •Oversee employee development efforts for employees at all levels •Prepare and implement fleet, marketing and sales plans •Maintain brand delivery and integrity in the operations •Work with revenue management to develop a rate strategy •Develop back-end support strategies and increase efficiencies •Maintain and increase profitability levels •Analyze financial statements, billing and other branch reporting •Develop and maintain relationships with local and national account decision makers •Oversee the cleanliness, maintenance and security of branches and their assets 2014 – Present: Enterprise Leasing Company of Florida, LLC 2022 – Home City Area Manager 2017 – Branch Rental Manager 2016 – Assistant Branch Manger 2015 – Management Trainee 2014 – Management Trainee Intern Education Florida Gulf Coast University Bachelors in Resort & Hospitality Management Page 3163 of 3773 Staff Resumes – Branch Manager Marx Marcelin Branch Manager Enterprise Leasing Company of Florida, LLC 1905 Boy Scout Dr Fort Myers, FL 33907 Work Experience 2024 – Present: Branch Manager, Marco Island and Marco Island Executive Airport, Enterprise Leasing Company of Florida, LLC •Manage and achieve the highest customer service •Manage overall branch operations and supervise the management team •Develop overall branch business and operational strategy •Oversee the development and maintenance of the Branch operational plan •Manage the efforts of Branch employees in providing a high level of customer service •Establish overall training and development strategy for Branch employees •Provide continual feedback regarding employee performance; meet with personnel to monitor sales goals and overall performance •Conduct and/or participate in the recruitment, interviewing and hiring of branch employees •Develop overall sales and marketing strategy for the Branch •Assess and analyze competitive environment and provide appropriate reports and recommendations •Develop, plan and actively participate in Branch sales and marketing efforts to increase and improve business •Train, motivate and coach employees to increase branch sales •Call on existing and potential customers to develop business •Develop overall fleet strategy for Branch •Plan and oversee management of the fleet 2021 – Present: Enterprise Leasing Company of Florida, LLC 2022 – Assistant Branch Manger 2021 – Management Trainee Education University of South Florida Bachelor of Science in Health Care Administration Page 3164 of 3773 Collier County Procurement Services Division Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: 24-8283 Reference Questionnaire for: Enterprise Leasing Company of Florida, LLC_____________________________________________ (Name of Company Requesting Reference Information) Alisha Tillman, Director - Airport Properties and Relations (Name of Individuals Requesting Reference Information) /• Name: Brian McGonagle, Deputy Executive DirectorCompany: Lee County Port Authority / Southwest Florida (Evaluator completing reference questionnaire) International Airport (Evaluator’s Company completing reference) Email: bwnicgonagle@flylcpa.coni FAX: (239) 590-4538 Telephone: 239.590.4500 Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored “0.” Project Description: On-Airport Rent-A-Car Concession Completion Date: 1/31/2025; with 5 (1-yr) extension terms Lease and Operating Agreement - expect to continue Project Budget: N/A Project Number of Days: N/A Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope).N/A 2 Ability to maintain project schedule (complete on-time or early).N/A 3 Quality of work.10 4 Quality of consultative advice provided on the project.N/A 5 Professionalism and ability to manage personnel.10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) N/A 7 Ability to verbally communicate and document information clearly and succinctly.10 8 Abiltity to manage risks and unexpected project circumstances.10 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc.10 10 Overall comfort level with hiring the company in the future (customer satisfaction).10 TOTAL SCORE OF ALL ITEMS 60 Page 3165 of 3773 Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: 24-8283 Reference Questionnaire for: Enterprise Leasing Company of Florida, LLC (Name of Company Requesting Reference Information) Alisha Tillman, Director – Airport Properties and Relations (Name of Individuals Requesting Reference Information) Name: Gary Duncan, CM (Evaluator completing reference questionnaire) Company: Punta Gorda Airport (Evaluator’s Company completing reference) Email: gduncan@flypgd.com FAX: 941-639-4792 Telephone: 941.639.1101 ext: 104 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 t hey have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance in a p articular area, leave it blank and the item or form will be scored “0.” Project Description: Rental Car Concession Completion Date: 4/30/2026 – expect to continue Project Budget: _N/A________________________________ Project Number of Days: ___N/A___________________ Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). N/A 2 Ability to maintain project schedule (complete on-time or early). N/A 3 Quality of work. 10 4 Quality of consultative advice provided on the project. N/A 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) N/A 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 10 Overall comfort level with hiring the company in the future (customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS 60 Page 3166 of 3773 Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: 24-8283 Reference Questionnaire for: Enterprise Leasing Company of Florida, LLC (Name of Company Requesting Reference Information) Alisha Tillman, Director – Airport Properties and Relations (Name of Individuals Requesting Reference Information) Name: Raymond D. Anderson, Esq. Senior Vice President, Legal Affairs (Evaluator completing reference questionnaire) Company: Sarasota Manatee Airport Authority Sarasota Bradenton International Airport (Evaluator’s Company completing reference) Email: Raymond.Anderson@flysrq.com FAX: 941.359.5054 Telephone: 941.724.1760 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 t hey have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance in a p articular area, leave it blank and the item or form will be scored “0.” Project Description: Rental Car Concession Completion Date: 9/30/2027 – expect to continue Project Budget: ___N/A____________________________ Project Number of Days: _N/A _______________________ Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). N/A 2 Ability to maintain project schedule (complete on-time or early). N/A 3 Quality of work. 10 4 Quality of consultative advice provided on the project. N/A 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) N/A 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 10 Overall comfort level with hiring the company in the future (customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS 60 Page 3167 of 3773 6 Local Vendor Preference Page 3168 of 3773 3575Page 3169 of 3773 Collier County Business Tax Receipt Page 3170 of 3773 7 Required Documents Page 3171 of 3773 Vendor Check List IMPORTANT: Please review carefully and submit with your Proposal/Bid. All applicable documents shall be submitted electronically through BidSync. Vendor should checkoff each of the following items. Failure to provide the applicable documents may deem you non-responsive/non-responsible. General Bid Instructions has been acknowledged and accepted. Collier County Purchase Order Terms and Conditions have been acknowledged and accepted. Form 1: Vendor Declaration Statement Form 2: Conflict of Interest Certification Proof of status from Division of Corporations - Florida Department of State (If work performed in the State) - http://dos.myflorida.com/sunbiz/ should be attached with your submittal. Vendor MUST be enrolled in the E-Verify - https://www.e-verify.gov/ at the time of submission of the proposal/bid. Form 3: Immigration Affidavit Certification MUST be signed and attached with your submittal. E-Verify Memorandum of Understanding or Company Profile page should be attached with your submittal. Form 4: Certification for Claiming Status as a Local Business, if applicable, has been executed and returned. Collier or Lee County Business Tax Receipt should be attached with your submittal to be considered. Form 5: Reference Questionnaire form must be utilized for each requested reference and included with your submittal, if applicable to the solicitation. Form 6: Grant Provisions and Assurances package in its entirety, if applicable, are executed and should be included with your submittal. Vendor W-9 Form. Vendor acknowledges Insurance Requirements and is prepared to produce the required insurance certificate(s) within five (5) days of the County’s issuance of a Notice of Recommend Award. The Bid Schedule has been completed and attached with your submittal, applicable to bids. Copies of all requested licenses and/or certifications to complete the requirements of the project. All addenda have been signed and attached. County’s IT Technical Architecture Requirements has been acknowledged and accepted, if applicable. Any and all supplemental requirements and terms has been acknowledged and accepted, if applicable. X X X X X X X X X X N/A X X X X X N/A X Page 3172 of 3773 Page 3173 of 3773 Additional Contact Information Send payments to: (required if different from above) Company name used as payee Contact name: Title: Address: City, State, ZIP Telephone: Email: Office servicing Collier County to place orders (required if different from above) Contact name: Title: Address: City, State, ZIP Telephone: Email: All information is same as previous page. 717 Bald Eagle Drive, #1-C, Marco Island, FL 34145 717 Bald Eagle Drive, #1-C Marco Island, FL 34145 Drew Carpenter Controller 239.275.3393 drew.carpenter@em.com 2005 Mainsail Drive, Naples, FL 34114; and Page 3174 of 3773 Page 3175 of 3773 Page 3176 of 3773 Page 3177 of 3773 Page 3178 of 3773 Page 3179 of 3773 Page 3180 of 3773 Page 3181 of 3773 Page 3182 of 3773 Page 3183 of 3773 Page 3184 of 3773 Page 3185 of 3773 Page 3186 of 3773 Page 3187 of 3773 Page 3188 of 3773 Page 3189 of 3773 Page 3190 of 3773 Page 3191 of 3773 Page 3192 of 3773 Page 3193 of 3773 Page 3194 of 3773 Page 3195 of 3773 Page 3196 of 3773 Page 3197 of 3773 Page 3198 of 3773 5105 JOHNSON ROAD COCONUT CREEK, FL 33073 Current Principal Place of Business: Current Mailing Address: 600 CORPORATE PARK DRIVE SAINT LOUIS, MO 63105 US Entity Name: ENTERPRISE LEASING COMPANY OF FLORIDA, LLC DOCUMENT# M09000003003 FEI Number: 59-1664426 Certificate of Status Desired: Name and Address of Current Registered Agent: C T CORPORATION SYSTEM 1200 SOUTH PINE ISLAND ROAD PLANTATION, FL 33324 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida. SIGNATURE: Electronic Signature of Registered Agent Date Authorized Person(s) Detail : I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am a managing member or manager of the limited liability company or the receiver or trustee empowered to execute this report as required by Chapter 605, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered. SIGNATURE: Electronic Signature of Signing Authorized Person(s) Detail Date FILED Feb 21, 2024 Secretary of State 5775802161CC RUSSELL A. WILLEY MANAGER 02/21/2024 2024 FOREIGN LIMITED LIABILITY COMPANY ANNUAL REPORT No Title MANAGER Name WILLEY, RUSSELL A. Address 600 CORPORATE PARK DR City-State-Zip:SAINT LOUIS MO 63105 Title VP/GM Name SCHMIDT, DAVE Address 5105 JOHNSON ROAD City-State-Zip:COCONUT CREEK FL 33073 Title MANAGER Name TAYLOR, CHRISTINE B Address 600 CORPORATE PARK DR City-State-Zip:SAINT LOUIS MO 63105 Title VICE PRESIDENT/GENERAL MANAGER Name WILSON, ROBERT V Address 3505 E FRONTAGE RD STE 200 City-State-Zip:TAMPA FL 33607-1791 Title MANAGER Name TAYLOR, ANDREW C. Address 600 CORPORATE PARK DRIVE City-State-Zip:SAINT LOUIS MO 63105 Title VICE PRESIDENT/GM Name KERSHAW, ANDREA Address 1905 BOY SCOUT DRIVE City-State-Zip:FORT MYERS FL 33907 Title VP GENERAL MANAGER Name LAZO, ASHLEY Address 11034 ATLANTIC BLVD City-State-Zip:JACKSONVILLE FL 32225-2902 Page 3199 of 3773 Page 3200 of 3773 Page 3201 of 3773 Page 3202 of 3773 Page 3203 of 3773 Page 3204 of 3773 Page 3205 of 3773 Page 3206 of 3773 Page 3207 of 3773 Page 3208 of 3773 Page 3209 of 3773 Page 3210 of 3773 Page 3211 of 3773 3575Page 3212 of 3773 Collier County Procurement Services Division Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: 24-8283 Reference Questionnaire for: Enterprise Leasing Company of Florida, LLC_____________________________________________ (Name of Company Requesting Reference Information) Alisha Tillman, Director - Airport Properties and Relations (Name of Individuals Requesting Reference Information) /• Name: Brian McGonagle, Deputy Executive DirectorCompany: Lee County Port Authority / Southwest Florida (Evaluator completing reference questionnaire) International Airport (Evaluator’s Company completing reference) Email: bwnicgonagle@flylcpa.coni FAX: (239) 590-4538 Telephone: 239.590.4500 Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored “0.” Project Description: On-Airport Rent-A-Car Concession Completion Date: 1/31/2025; with 5 (1-yr) extension terms Lease and Operating Agreement - expect to continue Project Budget: N/A Project Number of Days: N/A Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope).N/A 2 Ability to maintain project schedule (complete on-time or early).N/A 3 Quality of work.10 4 Quality of consultative advice provided on the project.N/A 5 Professionalism and ability to manage personnel.10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) N/A 7 Ability to verbally communicate and document information clearly and succinctly.10 8 Abiltity to manage risks and unexpected project circumstances.10 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc.10 10 Overall comfort level with hiring the company in the future (customer satisfaction).10 TOTAL SCORE OF ALL ITEMS 60 Page 3213 of 3773 Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: 24-8283 Reference Questionnaire for: Enterprise Leasing Company of Florida, LLC (Name of Company Requesting Reference Information) Alisha Tillman, Director – Airport Properties and Relations (Name of Individuals Requesting Reference Information) Name: Gary Duncan, CM (Evaluator completing reference questionnaire) Company: Punta Gorda Airport (Evaluator’s Company completing reference) Email: gduncan@flypgd.com FAX: 941-639-4792 Telephone: 941.639.1101 ext: 104 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 t hey have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance in a p articular area, leave it blank and the item or form will be scored “0.” Project Description: Rental Car Concession Completion Date: 4/30/2026 – expect to continue Project Budget: _N/A________________________________ Project Number of Days: ___N/A___________________ Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). N/A 2 Ability to maintain project schedule (complete on-time or early). N/A 3 Quality of work. 10 4 Quality of consultative advice provided on the project. N/A 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) N/A 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 10 Overall comfort level with hiring the company in the future (customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS 60 Page 3214 of 3773 Form 5 Reference Questionnaire (USE ONE FORM FOR EACH REQUIRED REFERENCE) Solicitation: 24-8283 Reference Questionnaire for: Enterprise Leasing Company of Florida, LLC (Name of Company Requesting Reference Information) Alisha Tillman, Director – Airport Properties and Relations (Name of Individuals Requesting Reference Information) Name: Raymond D. Anderson, Esq. Senior Vice President, Legal Affairs (Evaluator completing reference questionnaire) Company: Sarasota Manatee Airport Authority Sarasota Bradenton International Airport (Evaluator’s Company completing reference) Email: Raymond.Anderson@flysrq.com FAX: 941.359.5054 Telephone: 941.724.1760 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 t hey have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance in a p articular area, leave it blank and the item or form will be scored “0.” Project Description: Rental Car Concession Completion Date: 9/30/2027 – expect to continue Project Budget: ___N/A____________________________ Project Number of Days: _N/A _______________________ Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope). N/A 2 Ability to maintain project schedule (complete on-time or early). N/A 3 Quality of work. 10 4 Quality of consultative advice provided on the project. N/A 5 Professionalism and ability to manage personnel. 10 6 Project administration (completed documents, final invoice, final product turnover; invoices; manuals or going forward documentation, etc.) N/A 7 Ability to verbally communicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow contract documents, policies, procedures, rules, regulations, etc. 10 10 Overall comfort level with hiring the company in the future (customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS 60 Page 3215 of 3773 Page 3216 of 3773 Page 3217 of 3773 Page 3218 of 3773 Page 3219 of 3773 Page 3220 of 3773 Page 3221 of 3773 Page 3222 of 3773 Page 3223 of 3773 Page 3224 of 3773 Page 3225 of 3773 Page 3226 of 3773 Page 3227 of 3773 Page 3228 of 3773 Page 3229 of 3773 Page 3230 of 3773 Page 3231 of 3773 Page 3232 of 3773 Page 3233 of 3773 Page 3234 of 3773 5105 JOHNSON ROAD COCONUT CREEK, FL 33073 Current Principal Place of Business: Current Mailing Address: 600 CORPORATE PARK DRIVE SAINT LOUIS, MO 63105 US Entity Name: ENTERPRISE LEASING COMPANY OF FLORIDA, LLC DOCUMENT# M09000003003 FEI Number: 59-1664426 Certificate of Status Desired: Name and Address of Current Registered Agent: C T CORPORATION SYSTEM 1200 SOUTH PINE ISLAND ROAD PLANTATION, FL 33324 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida. SIGNATURE: Electronic Signature of Registered Agent Date Authorized Person(s) Detail : I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am a managing member or manager of the limited liability company or the receiver or trustee empowered to execute this report as required by Chapter 605, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered. SIGNATURE: Electronic Signature of Signing Authorized Person(s) Detail Date FILED Feb 21, 2024 Secretary of State 5775802161CC RUSSELL A. WILLEY MANAGER 02/21/2024 2024 FOREIGN LIMITED LIABILITY COMPANY ANNUAL REPORT No Title MANAGER Name WILLEY, RUSSELL A. Address 600 CORPORATE PARK DR City-State-Zip:SAINT LOUIS MO 63105 Title VP/GM Name SCHMIDT, DAVE Address 5105 JOHNSON ROAD City-State-Zip:COCONUT CREEK FL 33073 Title MANAGER Name TAYLOR, CHRISTINE B Address 600 CORPORATE PARK DR City-State-Zip:SAINT LOUIS MO 63105 Title VICE PRESIDENT/GENERAL MANAGER Name WILSON, ROBERT V Address 3505 E FRONTAGE RD STE 200 City-State-Zip:TAMPA FL 33607-1791 Title MANAGER Name TAYLOR, ANDREW C. Address 600 CORPORATE PARK DRIVE City-State-Zip:SAINT LOUIS MO 63105 Title VICE PRESIDENT/GM Name KERSHAW, ANDREA Address 1905 BOY SCOUT DRIVE City-State-Zip:FORT MYERS FL 33907 Title VP GENERAL MANAGER Name LAZO, ASHLEY Address 11034 ATLANTIC BLVD City-State-Zip:JACKSONVILLE FL 32225-2902 Page 3235 of 3773 Collier County Business Tax Receipt Page 3236 of 3773 Page 3237 of 3773 Page 3238 of 3773 Page 3239 of 3773 Page 3240 of 3773 Page 3241 of 3773 Page 3242 of 3773 Page 3243 of 3773 Page 3244 of 3773 Page 3245 of 3773 Page 3246 of 3773 Page 3247 of 3773 Page 3248 of 3773 Page 3249 of 3773 Page 3250 of 3773 Page 3251 of 3773 Page 3252 of 3773 Page 3253 of 3773 Page 3254 of 3773 Page 3255 of 3773 Page 3256 of 3773 Page 3257 of 3773 Page 3258 of 3773 Page 3259 of 3773 Page 3260 of 3773 Page 3261 of 3773 Page 3262 of 3773 Page 3263 of 3773 Page 3264 of 3773 Page 3265 of 3773 Page 3266 of 3773 Page 3267 of 3773 Page 3268 of 3773 Page 3269 of 3773 INSURANCE REQUIREMENTS COVERSHEET Project Name Vendor Name Solicitation/Contract No. Attachments Risk Approved Insurance Requirements Risk Approved Insurance Certificate(s) Comments Attachments Approved by Risk Management Division Approval: Page 3270 of 3773 INSURANCE AND BONDING REQUIREMENTS Insurance / Bond Type Required Limits 1. Worker’s Compensation Statutory Limits of Florida Statutes, Chapter 440 and all Federal Government Statutory Limits and Requirements Evidence of Workers’ Compensation coverage or a Certificate of Exemption issued by the State of Florida is required. Entities that are formed as Sole Proprietorships shall not be required to provide a proof of exemption. An application for exemption can be obtained online at https://apps.fldfs.com/bocexempt/ 2. Employer’s Liability $_1,000,000__ single limit per occurrence 3. Commercial General Liability (Occurrence Form) patterned after the current ISO form Bodily Injury and Property Damage $_1,000,000___single limit per occurrence, $2,000,000 aggregate for Bodily Injury Liability and Property Damage Liability. The General Aggregate Limit shall be endorsed to apply per project. This shall include Premises and Operations; Independent Contractors; Products and Completed Operations and Contractual Liability. 4. Indemnification To the maximum extent permitted by Florida law, the Contractor/Vendor shall defend, indemnify and hold harmless Collier County, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys’ fees and paralegals’ fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the Contractor/ Vendor or anyone employed or utilized by the Contractor/Vendor in the performance of this Agreement. 5. Automobile Liability $_1,000,000__ Each Occurrence; Bodily Injury & Property Damage, Owned/Non-owned/Hired; Automobile Included 6. Other insurance as noted: Watercraft $ __________ Per Occurrence United States Longshoreman's and Harborworker's Act coverage shall be maintained where applicable to the completion of the work. $ __________ Per Occurrence Maritime Coverage (Jones Act) shall be maintained where applicable to the completion of the work. $ __________ Per Occurrence Aircraft Liability coverage shall be carried in limits of not less than $5,000,000 each occurrence if applicable to the completion of the Services under this Agreement. $ __________ Per Occurrence Pollution $ __________ Per Occurrence Professional Liability $ ___________ Per claim & in the aggregate Project Professional Liability $__________ Per Occurrence Valuable Papers Insurance $__________ Per Occurrence Cyber Liability $__________ Per Occurrence Technology Errors & Omissions $__________ Per Occurrence 7. Bid bond Shall be submitted with proposal response in the form of certified funds, cashiers’ check or an irrevocable letter of credit, a cash bond posted with the County Clerk, or proposal bond in a sum equal to 5% of the cost proposal. All checks shall be made payable to the Collier County Board of County Commissioners on a bank or trust company located in the State of Florida and insured by the Federal Deposit Insurance Corporation. Page 3271 of 3773 8. Performance and Payment Bonds For projects in excess of $200,000, bonds shall be submitted with the executed contract by Proposers receiving award, and written for 100% of the Contract award amount, the cost borne by the Proposer receiving an award. The Performance and Payment Bonds shall be underwritten by a surety authorized to do business in the State of Florida and otherwise acceptable to Owner; provided, however, the surety shall be rated as “A-“ or better as to general policy holders rating and Class V or higher rating as to financial size category and the amount required shall not exceed 5% of the reported policy holders’ surplus, all as reported in the most current Best Key Rating Guide, published by A.M. Best Company, Inc. of 75 Fulton Street, New York, New York 10038. 9. Vendor shall ensure that all subcontractors comply with the same insurance requirements that he is required to meet. The same Vendor shall provide County with certificates of insurance meeting the required insurance provisions. 10. Collier County must be named as "ADDITIONAL INSURED" on the Insurance Certificate for Commercial General Liability where required. This insurance shall be primary and non-contributory with respect to any other insurance maintained by, or available for the benefit of, the Additional Insured and the Vendor’s policy shall be endorsed accordingly. 11. The Certificate Holder shall be named as Collier County Board of County Commissioners, OR, Board of County Commissioners in Collier County, OR Collier County Government, OR Collier County. The Certificates of Insurance must state the Contract Number, or Project Number, or specific Project description, or must read: For any and all work performed on behalf of Collier County. 12. On all certificates, the Certificate Holder must read: Collier County Board of County Commissioners, 3295 Tamiami Trail East, Naples, FL 34112 13. Thirty (30) Days Cancellation Notice required. 14. Collier County shall procure and maintain Builders Risk Insurance on all construction projects where it is deemed necessary. Such coverage shall be endorsed to cover the interests of Collier County as well as the Contractor. Premiums shall be billed to the project and the Contractor shall not include Builders Risk premiums in its project proposal or project billings. All questions regarding Builder’s Risk Insurance will be addressed by the Collier County Risk Management Division. HD – 7/30/2024 ___________________________________________________________________________________________________________ Vendor’s Insurance Acceptance By submission of the bid Vendor accepts and understands the insurance requirements of these specifications and that the evidence of insurability may be required within five (5) days of the award of this solicitation. The insurance submitted must provide coverage for a minimum of six (6) months from the date of award. Page 3272 of 3773 Page 3273 of 3773 Page 3274 of 3773 Page 3275 of 3773