#10-5551 (Holocaust Museum of SW Florida)
2011 TOURISM AGREEMENT BETWEEN
COLLIER COUNTY AND THE SOUTHWEST FLORIDA HOLOCAUST MUSEUM,
INC. d/b/a HOLOCAUST MUSEUM OF SOUTHWEST FLORIDA
THIS AGREEMENT is made and entered into this 1st day of October, 2010, by and
between the Southwest Florida Holocaust Museum, Inc. d/b/a Holocaust Museum of Southwest
Florida, a Florida not-for-profit corporation, hereinafter referred to as "GRANTEE" and Collier
County, a political subdivision of the State of Florida, hereinafter referred to as "COUNTY",
WHEREAS, the COUNTY has adopted a Tourist Development Plan (hereinafter referred
to as "Plan") funded by proceeds from the Tourist Development Tax; and
WHEREAS, the Collier County Tourism Ordinance provides that certain of the revenues
generated by the Tourist Development Tax are to be allocated to acquire, construct, extend,
enlarge, remodel, repair, improve, maintain, operate or promote museums owned and operated
by not-for-profit organizations and open to the public; and
WHEREAS, GRANTEE has applied to the Tourist Development Council and the County
to use Tourist Development Tax funds for GRANTEE'S out of county marketing expenses; and
WHEREAS, The Tourist Development Council has recommended funding for
GRANTEE'S out of county advertising and promotional expenditures to promote visitation to
the museum; and
WHEREAS, the Board of County Commissioners has made a finding that GRANTEE
qualifies as a museum; and
WHEREAS, The Collier County Board of County Commissioners has approved the
funding request of the GRANTEE and the Chairman was authorized to execute the Tourism
Agreement.
NOW, THEREFORE, BASED UPON THE MUTUAL COVENANTS AND PREMISES
PROVIDED HEREIN, AND OTHER VALUABLE CONSIDERATION, IT IS MUTUALLY
AGREED AS FOLLOWS:
1. SCOPE OF WORK:
(a) In accordance with the authorized expenditures as set forth in the Budget, attached
hereto as Exhibit "F", the GRANTEE shall expend the funds for the promotion of GRANTEE'S
marketing (hereinafter "the Project"), to include:
(i) Advertising and promotional expenses in media and promotional literature
distributed outside of Collier County to increase the number of overnight visitors to
Collier County.
2. PAYMENT:
(a) The amount to be paid under this Agreement shall be a total of Thirty-Two
Thousand and Five Hundred Dollars ($32,500). GRANTEE shall be paid in accordance with the
fiscal procedures of the County for the expenditures incurred as described in Paragraph One (1)
herein upon submittal of a Request for Funds on the form attached hereto as Exhibit "D" and
made a part hereof, and shall submit vendor invoices and copies of cancelled checks or other
evidence of payment to the Executive Director of the Naples, Marco, Everglades Convention and
Visitors Bureau ("CVB"), or his designee, for review and upon verification by letter from the
GRANTEE that the services or work performed as described in the invoice have been completed
or that the goods have been received and that all vendors have been paid.
(b) The Executive Director of the CVB, or his designee, shall determine that the
invoice payments are authorized and that the goods or services covered by such invoice [ s] have
been provided or performed in accordance with such authorization, The budget attached as
Exhibit "F" shall constitute authorization for the expenditure[s] described in the invoice[s].
(c) All expenditures shall be made in conformity with this Agreement.
(d) The COUNTY shall not pay GRANTEE until the Clerk of the Board of County
Commissioners pre-audits all payment invoices in accordance with law.
(e) GRANTEE shall be paid for its actual costs, not to exceed the maximum amount
budgeted pursuant to the attached "Exhibit F".
(f) All requests for reimbursement must be received by September 30, 2011 to be
eligible for payment.
3. ELIGIBLE EXPENDITURES:
(a)
COUNTY.
(b) COUNTY agrees to pay eligible expenditures incurred between October 1, 2010
and September 30,2011.
(c) Any expenditures paid by COUNTY which are later deemed to be ineligible
expenditures shall be repaid to COUNTY within thirty (30) days of COUNTY's written request
to repay said funds.
(d) COUNTY may request repayment of funds for a period of up to three (3) years
after termination of this Agreement or any extension or renewal thereof.
Only eligible expenditures described in Paragraph One (1) will be paid by
4. INSURANCE:
(a) GRANTEE shall submit a Certificate of Insurance naming the Collier County
Board of County Commissioners and the Tourist Development Council as additional insureds,
(b) The certificate of insurance must be valid for the duration of this Agreement, and
be issued by a company licensed in the State of Florida, and provide General Liability Insurance
for no less than the following amounts:
BODILY INJURY LIABILITY $300,000 each claim per person
PROPERTY DAMAGE LIABILITY $300,000 each claim per person
PERSONAL INJURY LIABILITY $300,000 each claim per person
WORKER'S COMPENSATION AND EMPLOYER'S LIABILITY - Statutory
(c) The Certificate of Insurance must be delivered to the Executive Director of the
CVB or his designee with copies of the Agreement executed by GRANTEE. The GRANTEE
shall not commence promotional or advertising activities which are to be funded pursuant to this
Agreement until the Certificate of Insurance has been received by the COUNTY and the
Agreement is fully executed.
5. REPORTING REOUIREMENTS:
(a) GRANTEE shall provide to County a preliminary status report on the form
attached hereto as Exhibit "A" within thirty (30) days of the effective date of the agreement.
(b) GRANTEE shall provide to County a quarterly interim status report on the form
attached hereto as Exhibit "B".
(c) GRANTEE shall provide to County a final status report on the form attached
hereto as Exhibit "C" no later than October 15,2011.
(d) Each report shall identify the amount spent, the duties performed, the services
provided and the goods delivered since the previous reporting period.
(e) GRANTEE shall take reasonable measures to assure the continued satisfactory
performance of all vendors and subcontractors.
(f) COUNTY may withhold any interim or final payments for failure of GRANTEE
to provide the interim status report or final status report until the County receives the interim
status report or final status report or other report acceptable to the Executive Director of the
CVB.
(g) GRANTEE shall request that visitors to the Holocaust Museum of Southwest
Florida complete the visitor questionnaire attached to this Agreement as Exhibit "E". All
completed visitor questionnaires shall be maintained in accordance with Section 13 of this
Agreement.
6. CHOICE OF VENDORS AND FAIR DEALING:
(a) GRANTEE may select vendors or subcontractors to provide services as described
in Paragraph One (1).
(b) COUNTY shall not be responsible for paying vendors and shall not be involved in
the selection of subcontractors or vendors.
(c) GRANTEE agrees to disclose any financial or other relationship between
GRANTEE and any subcontractors or vendors, including, but not limited to, similar or related
employees, agents, officers, directors and/or shareholders.
(d) COUNTY may, in its discretion, object to the reasonableness of expenditures and
require payment if invoices have been paid under this Agreement for unreasonable expenditures,
The reasonableness of the expenditures shall be based on industry standards.
7, INDEMNIFICATION:
GRANTEE shall indemnify and hold harmless Collier County, its agents, 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 GRANTEE or anyone employed or utilized
by the GRANTEE in the performance of this Agreement. This indemnification obligation shall
not be construed to negate, abridge or reduce any other rights or remedies which otherwise may be
available to an indemnified party or person described in this paragraph.
8. NOTICES:
All notices from the COUNTY to the GRANTEE shall be in writing and deemed duly
served if mailed by registered or certified mail to the GRANTEE at the following address:
Alex Vance, Executive Director
Holocaust Museum of Southwest Florida
4760 Tamiami Trail North, Suite 7
Naples, Florida 34103
All notices from the GRANTEE to the COUNTY shall. be in writing and deemed duly
served if mailed by registered or certified mail to the COUNTY to:
Jack Wert, Executive Director
Naples, Marco Island, Everglades CVB
2800 N, Horseshoe Drive
Naples, Florida 34104
The GRANTEE and the COUNTY may change the above mailing address at any time
upon giving the other party written notification pursuant to this Section,
9, NO PARTNERSHIP: Nothing herein contained shall be construed as creating a
partnership between the COUNTY and the GRANTEE, or its vendors or subcontractors, or to
constitute the GRANTEE, or its vendors or subcontractors, as an agent or employee of the
COUNTY.
10. COOPERATION: GRANTEE shall fully cooperate with the COUNTY in all
matters pertaining to this Agreement and shall provide all information and documentation
requested by the COUNTY from time to time pertaining to the use of any funds provided
hereunder.
11. TERMINATION:
(a) The COUNTY or the GRANTEE may cancel this Agreement with or without cause
by giving thirty (30) days advance written notice of such termination specifying the effective date
of termination.
(b) If the COUNTY terminates this Agreement, the COUNTY will pay the
GRANTEE for all expenditures or contractual obligations incurred by GRANTEE, with
subcontractors and vendors, up to the effective date of the termination so long as such expenses are
eligible.
12. GENERAL ACCOUNTING: GRANTEE is required to maintain complete and
accurate accounting records. All revenue related to the Agreement must be recorded, and all
expenditures must be incurred within the term of this Agreement.
13, AVAILABILITY OF FUNDS: This agreement is subject to the availability of
Tourist Development Tax revenues. If for any reason tourist tax funds are not available to fund
all or part of this agreement, the COUNTY may upon written notice, at any time during the term
of this agreement, and at its sole discretion, reduce or eliminate funding under this agreement.
14. AVAILABILITY OF RECORDS: GRANTEE shall maintain records, books,
documents, papers and financial information pertaining to work performed under this Agreement
for a period of three (3) years. GRANTEE agrees that the COUNTY, or any of its duly authorized
representatives, shall, until the expiration of three (3) years after final payment under this
Agreement, have access to, and the right to examine and photocopy any pertinent books,
documents, papers, and records of GRANTEE involving any transactions related to this
Agreement.
15. PROHIBITION OF ASSIGNMENT: GRANTEE shall not assign, convey, or
transfer in whole or in part its interest in this Agreement without the prior written consent of the
COUNTY,
16. TERM: This Agreement shall become effective on October 1, 2010 and shall
remain effective for one year until September 30, 2011. If the project is not completed within the
term of this agreement, all unreleased funds shall be retained by the COUNTY. Any extension of
this agreement beyond the one (1) year term in order to complete the Project must be at the express
consent of the Collier County Board of County Commissioners,
17. The GRANTEE must request any extension of this term in writing at least sixty
(60) days prior to the expiration of this Agreement, and the COUNTY may agree by amendment to
this Agreement to extend the term for an additional 90 days,
18. EVALUATION OF TOURISM IMPACT: GRANTEE shall monitor and evaluate
the tourism impact of the Project, explaining how the tourism impact was evaluated, providing a
written report to the Executive Director of the CVB or his designee, along with a final budget
analysis by October 15, 2011.
19. REOUIRED NOTATION: All promotional literature and media advertising must
prominently list Collier County and the Tourist Development Council as a source of funds and
display the CVB logo and web site address to qualify for reimbursement.
20, AMENDMENTS: This Agreement may only be amended by mutual written
agreement of the parties, after review by the Collier County Tourist Development Council if
warranted.
IN WITNESS WHEREOF, the GRANTEE and COUNTY have respectively, by an
authorized person or agent, hereunder set their hands and seals on the date and year first above
written,
BOARD OF COUNTY COMMISSIONERS
::LLLER~~R1D~
FRED W, COYLE, Chairman
'a
Assistant County Attorney
WITNESSES:
(1) ~~
r:--
-;j2>~ {\O~~
Printed/Typed Name .
GRANTEE:
SOUTHWEST FLORIDA HOLOCAUST
MUSEUM, INC. d/b/a HOLOCAUST MUSEUM
OF SOUTHWEST FLORIDA
(2) .~ 0~
BY:
l< f>JTILt/V-(\ l\u'iL<,:L 10
Printed/Typed Name
Printed/Typed N e
Prt--s,J,4. boa_Jot o~ D(~~~
Printed/Typed Title
~
ACORV& CERTIFICATE OF LIABILITY INSURANCE I DATE (MMlDDIYYYY)
~ 8/10/2010
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BElWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder Is an AOOITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the
certificate holder in lieu of such endorsement(s).
PRODUCER I ~=~~CT Amv Drawdv
Lutgert Insurance - Naples I rlJ~:o Ext:"" Q- .,,,., _7171 [FAX
PO Box 112500 iAlC Nol:?" q - ? /';? - <; .. /'; n
Naples FL 34108 ~~U: adrawdv@lutnertinsurance.com
~~~~~~ 10 II: SWFLH-1
INSURER(S) AFFORDING COVERAGE NAICII
INSURED INSURERA:Hartford Ins Co of SE 38261
SW FL Holocaust Museum,Inc. INSURER B: Technoloav Ins Comnanv
dba Holocaust Museum of Southwest Florida
4760 Tamiami Trail North #7 INSURER c: Travelers pronertv & Casual tv
Naples FL 34103 INSURER 0 :
INSURER E :
INSURER F :
COVERAGES
CERTIFICATE NUMBER: 1538666879
REVISION NUMBER: 1
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY
PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO
WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT
TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR TYPE OF INSURANCE ADDL 5UBR 11~~y.g, 1~~'6~, LIMITS
LTR POLICY NUMBER
A GENERAL LIABILITY 21SBABK8190 8/2/2010 8/2/2011 EACH OCCURRENCE $1,000,000
- ~~~~ISES tEa occurrence)
X :=JMERCIAL GENERAL LIABILITY $300,000
I-- CLAIMS-MADE EJ OCCUR
I-- MED EXP (Anyone person) $10,000
PERSONAL & ADV INJURY $1,000,000
GENERAL AGGREGATE $2,000,000
n'L AGGREAE LIMIT APFlS PER: PRODUCTS - COMPIOP AGG $2,000,000
POLICY ~f8T LOC $
AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $
I-- (Ea accident)
ANY AUTO
I-- BODILY INJURY (Per person) $
I-- ALL OWNED AUTOS BODILY INJURY (Per accident)
$
I-- SCHEDULED AUTOS PROPERTY DAMAGE
HIRED AUTOS (Per accident) $
I--
I-- NON-OWNED AUTOS $
$
UMBRELLA LIAB H OCCUR EACH OCCURRENCE $
-
EXCESS L1AB CLAIMS-MADE AGGREGATE $
I-- DEDUCTIBLE $
RETENTION $ $
B WORKERS COMPENSATION TWC323671 7 5/12/2010 5/12/2011 X 1 T~~Tf':I#c I IOJ~-
AND EMPLOYERS' LIABILITY Y/N
ANY PROPRIETORlPARTNER/EXECUTlVE D E.L. EACH ACCIDENT $100,000
OFFICERlMEMBER EXCLUDED? N/A
(Mand8tory In NH) E.L. DISEASE - EA EMPLOYEE $100,000
~~;~~~~ ~~PERATIONS below E.L. DISEASE - POLICY LIMIT $500,000
C Property QT6600498B520 8/9/2010 8/9/2011 Contents Coverage 180,000
Property in Transi 80,000
Deductible 1,000
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 101. Additional Remarks Schedule, If more space Is reqUired)
Collier County Board of County Commissioners and the Tourist Development Council are Additional Insured
with regards to contract.
CERTIFICATE HOLDER
CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED
BEFORE THE EXPIRATION DATE THEREOF. NOTICE WILL BE DELIVERED
IN ACCORDANCE WITH THE POLICY PROVISIONS.
Collier County Board of County
Commissioners and the Tourist Development
Council AUTHORIZED REPRESENTATIVE
3301 Tamiami Trail East ?-Ja ~Lb
Naples FL 34112
I
ACORD 25 (2009/09)
@1988-2009ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
EXHIBIT "A"
Collier County Tourist Development Council
Preliminary Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON:
TITLE:
ADDRESS:
PHONE:
FAX:
On an attached sheet. answer the fo//owlna auestlons and attach It to your aDD/lcatlon.
PRELIMINARY INFORMATION:
Is this a first time project? If not, please give details of past projects.
DO you anticipate using area hotels in support of your project?
If so, what are the estimated hotel room nights generated by project?
What is the estimated revenue generated by this project?
What is the estimated number of participants expected to visit the project?
If project planning is in progress, what has been done, what remains to be done, and are there any
problems?
If the project planning has not been started, why?
List any planned out-of-county advertising, marketing, and/or public relations that will be used in
support of the project.
EXHIBIT "B"
Collier County Tourist Development Council
Interim Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON:
TITLE:
ADDRESS:
PHONE:
FAX:
On an attached sheet. answerthe followina auestions to identifv the status of the Droiect.
Submit this reDort at least auarter/v.
INTERIM - These questions will identify the current status of the project, After the TDC staff
reviews this Interim Status Report, if they feel you are behind schedule on the planning stages,
they will make recommendations to help get the project stay on schedule.
Has the planning of this project started?
At what point are you at with the planning stage for this project? {Percent of completion}
Will any hotels/motels be utilized to support this project?
If so, how many hotel room nights will be utilized?
What is the total dollar amount to date of matching contributions?
What is the status of the advertising and promotion for this project?
Have your submitted any advertisements or printed pieces to the TDC staff for approval? Please
supply a sample and indicate the ad schedule.
How has the public interest for this project been up to this point?
EXHIBIT "e"
Collier County Tourist Development Council
Final Status Report
EVENT NAME:
REPORT DATE:
ORGANIZATION:
CONTACT PERSON:
TITLE:
ADDRESS:
PHONE:
FAX:
-------------------------------------------------------------------
--------------------------------------------------------------------
On an attached sheet. answer the followina auestions for each element in vour SCODe of work.
Final- These questions should be answered for your final status report.
Was this a first time project? If not, how many times has this event taken place?
What hotels/motels were utilized to support the project and how many?
What is the total revenue generated for this event?
Total expenses, (Have all vendors been paid?)
List the vendors that have been paid, if not, what invoices are still outstanding and why?
What is the number of participants that visited the project?
What is the percentage of the total participants from out of Collier County?
What problems occurred if any during the project event?
List any out-of-county- advertising, marketing, and/or public relations that was used to support
the project and attach samples.
How could the project been improved or expanded?
EXHIBIT "0"
REQUEST FOR FUNDS
COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL
EVENT NAME
ORGANIZATION
ADDRESS
CONTACT PERSON
TELEPHONE (
REQUEST PERIOD
FROM
TO
REQUEST #
( ) INTERIM REPORT
( ) FINAL REPORT
TOTAL CONTRACT AMOUNT $
EXPENSE
BUDGET
REIMBURSEMENT REQUESTED
TOTALS
NOTE: Reimbursement of funds must stay within the confines of the Project Expenses outlined In your
application, Copies of paid Invoices, cancelled checks, tear sheets, printed samples or other backup Information
to substantiate payment must accompany request for funds, The following will not be accepted for payments:
statements In place of Invoices; checks or Invoices not dated; tear sheets without date, company or
organizations name. A tear sheet Is required for each ad for each day or month of publication, A proof of an ad
will not be accepted,
Each additional request for payment subsequent to the first request, Grantee Is required to submit verification
in writing that all subcontractors and vendors have been paid for work and materials previously performed or
received prior to receipt of any further payments,
If project budget has specific categories with set dollar limits, the Grantee Is required to Include a spreadsheet
to show which category each Invoice Is being paid from and total of category before payment can be made to
Grantee. Organizations receiving funding should take Into consideration that It will take a maximum of 4S days
for the County to process a check.
Furnishing false Information may constitute a violation of applicable State and Federal laws.
CERTIFICATION OF FINANCIAL OFFICER: I certify that the above Information Is correct based on our official
accounting system and records, consistently applied and maintained and that the cost shown have been made
for the purpose of and In accordance with, the terms of the contract. The funds requested are for
reimbursement of actual cost made during this time period.
SIGNATURE
TITLE
EXHIBIT "E"
Naples (j
Marco Island
~~
Everglades
PAAADI8,1 COAST-
VISITOR QUESTIONNAIRE
Welcome to the Paradise Coast SM. Thank you for choosing this area for your visit. Please take
a few minutes to complete the following questions so that we can better serve the needs of
future visitors to Florida's Last Paradise SM. PLEASE REFER TO OUR PARADISE COAST BROCHURES FOR
THE LOCATION OF ALL AREA ATTRACTIONS.
NAME:
ADDRESS:
DATE OF ARRIVAL:
WHERE ARE YOU
STAYING?
NAME OF HOTEL AND CITY I AREA:
NAME OF CONDOMINIUM/TIMESHARE:
# OF ROOMS OCCUPIED x NUMBER OF NIGHTS STAVING IN COLLIER COUNTY =
HOW DID YOU SE~ECT THE HOTEL/CONDOMINIUM?
INTERNET ( ) YOUR CHOICE (. )
OTHER:
NUMBER OF MEALS YOU & YOUR GROUP Will EAT OUT:
Number of people In your party = _
Number of days of your visit =
Number of meals eaten out each day =
PLANNED AREA ACTIVITIES: (Please circle all that apply)
ARTS & CULTURE WATER SPORTS NATURE
van Liebig Art Center Beaches Everglades Tour
Naples Museum of Art Naples Pier County Parks
Sugden Theatre Shelling National Park
Naples Philharmonic Fishing State Parks
Art Galleries Boating Corkscrew Swamp
Kayaking Conservancy of SW FL
Other _ Lake Trafford
Other
HOTEL/RESORT
CITY
DATE OF DEPARTURE:
FRIENDS/FAMll V
ST
ZIP
CONDOMINIUM
TRAVEL AGENT ( )
Other
FAMILY AnRACTlONS
Naples Zoo
Naples Botanical Garden
Fun 'n Sun Water Park
Swamp BUggy Race
Mini Golf
King Richard's Fun Park
Other
SHOPPING AND DINING
Fifth Avenue South
third Street South
Waterside Shops
Venetian Bay
Bayfront
Tin City
Prime Outlets
SIGHTSEEING
Lunch/Dinner Cruise/
Sunset Cruise
City Trolley To.ur
Everglades Tour
Segway Tour
Dolphin Cruise
Other
RELAXATION &
ENTERTAINMENT
Golf
Spa
Shelling
Seminole Casino
Lounges & Clubs
Music
Other
Other
EXHIBIT "F"
Holocaust Museum of Southwest Florida
Project Budget
Funding - Not to Exceed
Out of County Advertising and Marketing Expenses to include:
PBS TV and Radio,
Journals and Online Ads
Total:
$32,500
~y
.Adminimative ~ Division
PLlrdlasing
Purchasing Department
3327 Tamiami Trail East
Naples, Florida 34112
Telephone: (239) 252-2667
FAX: (239) 252-6593
Email: Iynwood@collieroov.net
www.collieroov.neUpurchasino
ITEM NO,: \0-' 9tc, DtlStf DATE RECEIVED:
FILE NO,:
vw. 1.\]27-=:j
Request for Legal Services
1?0 7 V ~
~v _,(
\\~
ROUTED TO:
DO NOT WRITE ABOVE THIS LINE
Date:
November 15, 2010
From:
Jennifer White
Assistant County Attorney
Lyn M. Wood, C,P,M, ~J. J h\,J
Contract Specialist C/~O'
10-5551 Tourism Agreements
Contractor: Holocaust Museum of SW Florida
To:
Re:
BACKGROUND OF REQUEST:
This contract was approved by the BCC on 9/14110; agenda item 16F4. J S$
This item has not been previously submitted.
ACTION REQUESTED:
Contract and amendment review and approval.
OTHER COMMENTS:
Please forward to BCC for signature after approval. If there are any questions concerning the document,
please contact me at the telephone number or email address above. Purchasing would appreciate
notification when the documents exit your office.
C:
Jack Wert, Tourism
~
\~\.\\\O
G/Acquisitions/AgentFormsandLetters/RiskMgmtReviewofl nsurance4/15/201 0/16/09
Co1.mty
~ Servfces DMsion
Purcha$irlg
Purchasing Department
3327 Tamiami Trail East
Naples, Florida 34112
Telephone: (239) 252-2667
FAX: (239) 252-6593
Email: Iynwood@collieroov.net
www.collieroov.netlpurchasino
Memorandum
Subject:
Solicitation # 10-5551 Tourism Agreements
Date:
November 15, 2010
"
f
From:
Lyn M. Wood, C.P.M.
Contract Specialist
To:
Ray Carter
Risk Management
(f&-
This Contract was approved by the BCC on September 14,2010, agenda item 16F4.
The County is in the process of executing this contract with Holocaust Museum of SW Florida. The
vendor has decltned to sign amendment #1 and has instead supplied-the requested insurance certificate
which is included in the agreement.
Please review the Insurance Certificate(s) for the referenced Contract.
. If the insurance is not in order. please contact the vendor/insurance company to obtain a proper
certificate. Once you receive the proper certificate(s), please acknowledge your approval and send
to the County Attorney's office via the attached Request for Legal Services.
. If the insurance is in order. please acknowledge your approval and send to the County Attorney's
office via the attached Request for Legal Services.
If you have any questions, please contact me at the above referenced information.
dk
Date
(Please route to County Attorney via attached Request for Legal Services)
DATE RECEIVED
NOV 1 6 2010
RISK HANAGfHENT
G/Acquisitions/AgentFormsandLetters/RiskMgmtReviewofl nsurance4/15/201 0/16/09
..
mausen 9
From:
Sent:
To:
Cc:
Subject:
RaymondCarter
Wednesday, November 17, 2010 11 :56 AM
LynWood
mausen_g; HerreraSandra; WertJack
Contract "10-5551 Tourism Agreements"- Holocaust Museum of SW Florida
All, I have approved the certificate of insurance provided by the Holocaust Museum of SW Florida for the above
referenced contract which will now be forwarded to the county attorney's office for their review.
Thank you,
Rag. Cah.t:.eh.
Manager Risk Finance
Collier County Board of County Commissioners
3301 East Tamiami Trail
Naples, FL 34112
Office 239-252-8839
Mobile 239-821-9370
Under Florida Law, e-mail addresses are public records. If you do not want your e-mail address released in response to a public records request, do not send
electronic mail to this entity. Instead, contact this office by telephone or in writing.
1
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Detail by Entity Name
Florida Non Profit Corporation
SOUTHWEST FLORIDA HOLOCAUST MUSEUM INC.
Filing Information
Document Number N01000000676
FEI/EIN Number 593740883
Date Filed 01/29/2001J
State FL
Status ACTIVE
Last Event AMENDME
Event Date Filed 12/03/2001
Event Effective Date NONE
J
Principal Address
4760 TAMIAMI TRAIL NORTH
STE 7
NAPLES FL 34103
Changed 02/23/2006
Mailing Address
4760 TAMIAMI TRAIL NORTH
STE 7
NAPLES FL 34103
Changed 04/30/2010
Registered Agent Name & Address
BIALEK, JOSHUA
9132 STRADA PLACE
3RD FLOOR
NAPLES FL 34108-2683 US
Name Changed: 05/01/2009
Address Changed: 04/30/2010
Officer/Director Detail
Name & Address
Title PRES
HIRSCHOVITS, FRED
60 SEAGATE DRIVE, #1704
NAPLES FL 34103
Title VP
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BIALEK, JOSHUA M
1817 SENEGAL DATE DRIVE
NAPLES FL 34119
Title VP
YOVANOVICH, RICHARD D
4001 TAMIAMI TRAIL NORTH, SUITE 300
NAPLES FL 34103
Title TR
KAPLAN, RONALD E
694 MOORING LINE DRIVE
NAPLES FL 34102
Title SEC
LEVY, GODFREY
1919 4TH STREET SOUTH
NAPLES FL 34102
Title PPR
CAHNERS, ROBERT M
2200 SHEEPSHEAD DR.
NAPLES FL 34102
Annual Reports
Document Images
04/30/2010 -- ANNUAL REPORT
05/01/2009 -- ANNUAL REPORT .. ..'View image in PDFformaL ..1
04/15/2008 -- ANNUAL REPORT
02/08/2007 -- ANNUAL REPORT
02/23/2006 -- ANNUAL REPORT
01/24/2005 -- ANNUAL REPORT
03/01/2004 -- ANNUAL REPORT
Report Year Filed Date
2008 04/15/2008
2009 05/01/2009
2010 04/30/2010
01/23/2003 -- ANNUAL REPORT
09/17/2002 -- ANNUAL REPORT
12/03/2001 -- Amendment
08/27/2001 -- Reo. Aoent Chanoe
01/29/2001 -- Domestic Non-Profit
View imageil'! PDF format
Viewill,iage in PDF format;. i.... I
Note: This is not official record. See documents if question or conflict.
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No Name History
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State of Florida, Department of State
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RLS# \.()RL~O\15'j
CHECKLIST FOR REVIEWING CONTRACTS
Entity Name: S)lJthIL>f~\o(\~ -t6\~o.U~rYl~UyY)
Entity name correct on contract? V;~ _No \ ~ ,
Entity registered with FL Sec. of State? ~s No
Insurance
Insurance Certificate attached?
Insured registered in Florida?
Contract # &/or Project referenced on Certificate?
Certificate Holder name correct (BCC)?
Commercial General Liability
General Aggregate Required $
Products/Compl/Op Required $
Personal & Advert Required $ 3 r:JJ IC-
Each Occurrence Required $
Fire/Prop Damage Required $ a~ \L
Automobile Liability
Bodily Inj & Prop Required $
Workers Compensation ~
Each accident Required $ ,
Disease Aggregate Required $
Disease Each Empl Required $
Umbrella Liability
Each Occurrence Provided $
Aggregate Provided $
Does Umbrella sufficiently cover any underinsured portion?
Professional Liability
Each Occurrence Required $
Per Aggregate Required $
Other Insurance W
Each Occur TYPe:~ ~ Required $
County required to be named as additional insured?
County named as additional insured?
Provided $
Provided $
Provided $
Provided $
Provided $
-hYY\~ \ \
LC ) J
\ -(Y"\~ \ \
of I I )
~J\L
~es
~
-L,L'Yes _No
Exp. Date ("') \ 91 \ \
Exp. Date ~
Exp. Date ~ t
Exp. Date
Exp. Date
No
No
No
,//
Provided $ Exp Date
Provided $ \0(:) \L Exp Date ~ 1 \ \
Prov~ded $ :; ~~/. Exp Date ~' I I I
ProvIded $ ~L_--N- Exp Date _'
Exp Date
Exp Date
Yes
No
Provided $
Provided $
Exp. Date
Exp. Date
Exp Dat~ # I
Provided $
\~Dt
~s
-IL Yes
No
No
Indemnification
Does indemnification meet County standards?
Is County indemnifying other party?
/ Yes
Yes
0~
Performance Bond
Bond requirement referenced in contract?
Ifattached, expiration date of bond
Does dollar amount match contract?
Agent registered in Florida?
Yes
No
Yes
Yes
No
No
Signature Blocks
Correct executor name in signature block?
Correct title of executor?
Executor authorized to sign for entity?
Proper number of witnesses/notary?
Authorization for executor to sign, if necessary:
Chairman's signature block?
Clerk's attestation signature block?
County Attorney's signature block?
~
~
~
/
~
Z
No
No
No
No
No
No
No
Attachments
Are all required attachments included?
R;;;;;;:: 1",,;"j~\~Q
Date: ,)
04-COA-OI03 22