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#11-5766 (Research Data Services, Inc.)16F 1 1`' MEMORANDUM Date: April 17, 2012 To: Diana De Leon, Contract Technician Purchasing Department From: Martha Vergara, Deputy Clerk Minutes & Records Department Re: Contract #11 -5766 "Tourist Development Council (TDC) Research Services" Contractor: Research Data Services, Inc. Attached, is an original copy of the contract referenced above (Agenda Item #16F1), approved by the Board of County Commissioners on Tuesday, March 27, 2012. The second original will be held on file with the Minutes and Record's Department in the Board's Official Records. If you have any questions, please contact me at 252 -7240. Thank you. 16F1 A G R E E M E N T 11-5766 for Tourism Development Council (TDC) Research Services THIS AGREEMENT, made and entered into on this 27th day of March 2012, by and between Research Data Services, Inc., authorized to do business in the State of Florida, whose business address is 777 South Harbour Island Blvd, Suite 260; Tampa, FL 33602, hereinafter called the "Contractor" and Collier County, a political subdivision of the State of Florida, Collier County, Naples, hereinafter called the "County ": WITNESSETH: 1. COMMENCEMENT. The contract shall be for a two (2) year period, commencing on March 27, 2012, and terminating on March 26, 2014. The County may, at its discretion and with the consent of the Contractor, renew the Agreement under all of the terms and conditions contained in this Agreement for two (2) additional one (1) year periods. The County 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. 2. STATEMENT OF WORK. The Contractor shall provide Research Services in accordance with Exhibit "A ", Scope of Services, attached herein and incorporated by reference, the terms and conditions of RFP #11 -5766 and the Contractor's proposal referred to herein and made an integral part of this agreement. This Agreement contains the entire understanding between the parties and any modifications to this Agreement shall be mutually agreed upon in writing by the Contractor and the County Project or Contract Manager or his designee, in compliance with the County Purchasing Policy and Administrative Procedures in effect at the time such services are authorized. 3. COMPENSATION: The County shall pay the Contractor for the performance of this Agreement an estimated annual amount of one hundred fourteen thousand nine hundred dollars ($114,900.00), based on the prices set forth in the Contractor's proposal, subject to Change Orders as approved in advance by the County. Payments shall be made to the Contractor on a monthly basis in the amount of nine thousand five hundred seventy five dollars ($9575.00.) Payment will be made upon receipt of a proper invoice and in compliance with Chapter 218 Fla. Stats., otherwise known as the "Local Government Prompt Payment Act ". 3.1 The County reserves the right to deduct portions of the (monthly) invoiced (task) amount for the following: Tasks not completed within the expressed time frame, Page 1 of 11 16F1 including required deliverables, incomplete and/or deficient documents, failure to comply with local, state and/or federal requirements and/or codes and ordinances applicable to Contractor's performance of the work as related to the project. This list is not deemed to be all - inclusive, and the County reserves the right to make sole determination regarding deductions. After notification, of deficiency, if the Contractor fails to correct the deficiency within the specified timeframe, these funds would be forfeited by the Contractor. The County may also deduct or charge the Contractor for services and/or items necessary to correct the deficiencies directly related to the Contractor's non - performance whether or not the County obtained substitute performance. 3.2 Payments will be made for services furnished, delivered, and accepted, upon receipt and approval of invoices submitted on the date of services or within six (6) months after completion of contract. Any untimely submission of invoices beyond the specified deadline period is subject to non - payment under the legal doctrine of "laches" as untimely submitted. Time shall be deemed of the essence with respect to the timely submission of invoices under this agreement. 3.3 Travel and Reimbursable Expenses shall be approved in advance in writing by the County for Special Projects only. Payment for Special Projects shall be in accordance with the hourly rate identified in Exhibit "B" Travel expenses shall be reimbursed as per Chapter 125.0104 Fla. Stats. related to County Tourism Promotion Agencies. 3.4 Reimbursable items other than travel expenses shall be limited to the following: telephone long- distance charges, fax charges, photocopying charges and postage. Reimbursable items will be paid only after Contractor has provided all receipts. Contractor shall be responsible for all other costs and expenses associated with activities and solicitations undertaken pursuant to this Agreement. 4. SALES TAX. Contractor shall pay all sales, consumer, use and other similar taxes associated with the Work or portions thereof, which are applicable during the performance of the Work. 5. NOTICES. All notices from the County to the Contractor shall be deemed duly served if mailed or faxed to the Contractor at the following Address: Research Data Services, Inc. Attn: Walter J. Klages, Ph.D., President 777 South Harbour Blvd. Suite 260 Tampa, FL 33602 Telephone: 813/254-2975 Facsimile: 813/223-2986 Email: WJKlages @KlagesGroup.com Page 2 of 11 16F1 ' All Notices from the Contractor to the County shall be deemed duly served if mailed or faxed to the County to: Collier County Government Center Purchasing Department 3327 Tamiami Trail, East Naples, Florida 34112 Attention: Purchasing /GS Director Telephone: 239- 252 -8407 Facsimile: 239 - 252 -6584 The Contractor and the County may change the above mailing address at any time upon giving the other party written notification. All notices under this Agreement must be in writing. 6. NO PARTNERSHIP. Nothing herein contained shall create or be construed as creating a partnership between the County and the Contractor or to constitute the Contractor as an agent of the County. 7. PERMITS: LICENSES: TAXES. In compliance with Section 218.80, F.S., all permits necessary for the prosecution of the Work shall be obtained by the Contractor. Payment for all such permits issued by the County shall be processed internally by the County. All non - County permits necessary for the prosecution of the Work shall be procured and paid for by the Contractor. The Contractor shall also be solely responsible for payment of any and all taxes levied on the Contractor. In addition, the Contractor shall comply with all rules, regulations and laws of Collier County, the State of Florida, or the U. S. Government now in force or hereafter adopted. The Contractor agrees to comply with all laws governing the responsibility of an employer with respect to persons employed by the Contractor. 8. NO IMPROPER USE. The Contractor will not use, nor suffer or permit any person to use in any manner whatsoever, County facilities for any improper, immoral or offensive purpose, or for any purpose in violation of any federal, state, county or municipal ordinance, rule, order or regulation, or of any governmental rule or regulation now in effect or hereafter enacted or adopted. In the event of such violation by the Contractor or if the County or its authorized representative shall deem any conduct on the part of the Contractor to be objectionable or improper, the County shall have the right to suspend the contract of the Contractor. Should the Contractor fail to correct any such violation, conduct, or practice to the satisfaction of the County within twenty -four (24) hours after .receiving notice of such violation, conduct, or practice, such suspension to continue until the violation is cured. The Contractor further agrees not to commence operation during the suspension period until the violation has been corrected to the satisfaction of the County. Page 3 of 11 16-F 1 , r"!'l 9. TERMINATION. Should the Contractor be found to have failed to perform his services in a manner satisfactory to the County as per this Agreement, the County may terminate said agreement for cause; further the County may terminate this Agreement for convenience with a sixty (60) day written notice. The County shall be sole judge of non- performance. 10. NO DISCRIMINATION. The Contractor agrees that there shall be no discrimination as to race, sex, color, creed or national origin. 11. INSURANCE. The Contractor shall provide insurance as follows: A. Commercial General Liability: Coverage shall have minimum limits of $1,000,000 Per Occurrence, $2,000,000 aggregate for Bodily Injury Liability and Property Damage Liability. This shall include Premises and Operations; Independent Contractors; Products and Completed Operations and Contractual Liability. B. Workers' Compensation: Insurance covering all employees meeting Statutory Limits in compliance with the applicable state and federal laws. The coverage must include Employers' Liability with a minimum limit of $500,000 for each accident. Special Requirements: Collier County Government shall be listed as the Certificate Holder and included as an Additional Insured on the Comprehensive General Liability Policy. Current, valid insurance policies meeting the requirement herein identified shall be maintained by Contractor during the duration of this Agreement. Renewal certificates shall be sent to the County ten (10) days prior to any expiration date. There shall be a thirty (30) day notification to the County in the event of cancellation or modification of any stipulated insurance coverage. Contractor shall insure that all subContractors comply with the same insurance requirements that he is required to meet. The same Contractor shall provide County with certificates of insurance meeting the required insurance provisions. 12. INDEMNIFICATION. To the maximum extent permitted by Florida law, the Contractor shall 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 or anyone employed or utilized by the Contractor 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. Page 4 of 11 16F1 This section does not pertain to any incident arising from the sole negligence of Collier County. 13. CONTRACT ADMINISTRATION. This Agreement shall be administered on behalf of the County by the Tourism Department. 14. CONFLICT OF INTEREST: Contractor represents that it presently has no interest and shall acquire no interest, either direct or indirect, which would conflict in any manner with the performance of services required hereunder. Contractor further represents that no persons having any such interest shall be employed to perform those services. 15. COMPONENT PARTS OF THIS CONTRACT. This Contract consists of the attached component parts, all of which are as fully a part of the contract as if herein set out verbatim: Contractor's Proposal, Insurance Certificate, RFP #11 -5766 Specifications/ Scope of Services and Addenda, Exhibit A, Scope of Services and Exhibit B Fee Schedule. 16. SUBJECT TO APPROPRIATION. It is further understood and agreed by and between the parties herein that this agreement is subject to appropriation by the Board of County Commissioners. 17. PROHIBITION OF GIFTS TO COUNTY EMPLOYEES. No organization or individual shall offer or give, either directly or indirectly, any favor, gift, loan, fee, service or other item of value to any County employee, as set forth in Chapter 112, Part III, Florida Statutes, Collier County Ethics Ordinance No. 2004 -05, and County Administrative Procedure 5311. Violation of this provision may result in one or more of the following consequences: a. Prohibition by the individual, firm, and /or any employee of the firm from contact with County staff for a specified period of time; b. Prohibition by the individual and/or firm from doing business with the County for a specified period of time, including but not limited to: submitting bids, RFP, and /or quotes; and, c. immediate termination of any contract held by the individual and/or firm for cause. 18. IMMIGRATION LAW COMPLIANCE. By executing and entering into this agreement, the Contractor is formally acknowledging without exception or stipulation that it is fully responsible for complying with the provisions of the Immigration Reform and Control Act of 1986 as located at 8 U.S.C. 1324, et seq. and regulations relating thereto, as either may be amended. Failure by the Contractor to comply with the laws referenced herein shall constitute a breach of this agreement and the County shall have the discretion to unilaterally terminate this agreement immediately. 19. OFFER EXTENDED TO OTHER GOVERNMENTAL ENTITIES. Collier County encourages and agrees to the successful proposer extending the pricing, terms and conditions of this solicitation or resultant contract to other governmental entities at the discretion of the successful proposer. Page 5 of I I 16F1 20. AGREEMENT TERMS. If any portion of this Agreement is held to be void, invalid, or otherwise unenforceable, in whole or in part, the remaining portion of this Agreement shall remain in effect. 21. ADDITIONAL ITEMS /SERVICES. Additional items and/or services may be added to this contract in compliance with the Purchasing Policy. 22. DISPUTE RESOLUTION. Prior to the initiation of any action or proceeding permitted by this Agreement to resolve disputes between the parties, the parties shall make a good faith effort to resolve any such disputes by negotiation. The negotiation shall be attended by representatives of Contractor with full decision- making authority and by County's staff person who would make the presentation .of any settlement reached during negotiations to County for approval. Failing resolution, and prior to the commencement of depositions in any litigation between the parties arising out of this Agreement, the parties shall attempt to resolve the dispute through Mediation before an agreed -upon Circuit Court Mediator certified by the State of Florida. The mediation shall be attended by representatives of Contractor with full decision - making authority and by County's staff person who would make the presentation of any settlement reached at mediation to County's board for approval. Should either party fail to submit to mediation as required hereunder, the other party may obtain a court order requiring mediation under section 44.102, Fla. Stat. Any suit or action brought by either party to this Agreement against the other party relating to or arising out of this Agreement must be brought in the appropriate federal or state courts in Collier County, Florida, which courts have sole and exclusive jurisdiction on all such matters. 23. KEY PERSONNEL/PROTECT STAFFING: The Contractor's personnel and management to be utilized for this project shall be knowledgeable in their areas of expertise. The County reserves the right to perform investigations as may be deemed necessary to insure that competent persons will be utilized in the performance of the contract. The Contractor shall assign as many people as necessary to complete the project on a timely basis, and each person assigned shall be available for an amount of time adequate to meet the dates set forth in the Project Schedule. The Contractor shall not change Key Personnel unless the following conditions are met: (1) Proposed replacements have substantially the same or better qualifications and/or experience. (2) that the County is notified in writing as far in advance as possible. The Contractor shall make commercially reasonable efforts to notify Collier County within seven (7) days of the change. The County retains final approval of proposed replacement personnel. Page 6 of 11 Fi IN WITNESS WHEREOF, the Contractor and the County, have each, 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 ATTEST, COLLIER COUNTY, FLORIDA -1 . - VARD Dwigh Courts By B , y Dd Fred W, Coyle, Chairman Research Data Services, Inc Contracto I L By: 0 First Witness Signature (o bvmc-tc TType/print witness nameT Second Witness Typed si ature and vtitle VA n" e-- Uj . ---- TType/print witness nameT Approved as to form and legak,-5rifficiency Deputy County Attorney Print Name Page 8 of I I � I 16F1 24. ORDER OF PRECEDENCE: In the event of any conflict between or among the terms of any of the Contract Documents, the terms of the Request for Proposal and /or the Contractor's Proposal, the Contract Documents shall take precedence. In the event of any conflict between the terms of the RFP and the Contractor's Proposal, the language in the RFP would take precedence. 25. ASSIGNMENT: Contractor shall not assign this Agreement or any part thereof, without the prior consent in writing of the County. Any attempt to assign or otherwise transfer this Agreement or any part herein, without the County's consent, shall be void. If Contractor does, with approval, assign this Agreement or any part thereof, it shall require that its assignee be bound to it and to assume toward Contractor all of the obligations and responsibilities that Contractor has assumed toward the County. The space remaining on this page is intentionally left blank. Page 7 of l I 16F1 Exhibit "A" Scope of Services 11 -5766 Tourism Development Council (TDC) Research Services The Naples, Marco Island, Everglades Convention & Visitors Bureau (CVB) is a part of Collier County Government and serves as the marketing arm of the Collier County Tourist Development Council (TDC). The Collier County Tourism Department administers the work of both the TDC and the CVB. The Tourism Department wishes to engage a research firm that can perform primary and secondary research to determine various aspects of the tourism efforts in the County. Collier County reserves the right to task the Contractor to perform services that are deemed necessary to be performed as "Special Projects ", which are related to the services outlined herein, but which are not specifically set out in this Agreement. All Special Projects must be approved in advance in writing by the County. Payment for Special Projects shall be in accordance with the hourly rate identified in Exhibit "B ", together with any properly pre - approved Travel and Reimbursable Expenses as defined in this Agreement. The County reserves the right to order such services from the Contractor as may be required during the contract period, but does not guarantee any minimum or maximum services to be ordered during the contract period specified. Task assignments shall be at the sole discretion of the County as directed by the Tourism Director. The Contractor, at a minimum, must achieve the requirements of the Scope of Services stated herein. VISITOR PROFILE STUDY Task # 1 • Monthly face to face interviews in hotels and attractions • Interviews at Southwest Florida International Airport (RSW) when possible • Interviews at sports and special events as assigned by Project Manager • Monthly interviews conducted on -line with past visitors or inquirers • Monthly reports to CVB office profiling: • Visitor demographics • Economic, psychographic and budgetary factors • Separate breakouts for business, meeting and leisure travelers • Separate detailed origin and demographic reports on international and domestic visitors • Tourism Industry employment statistics within Collier County • Seasonal reports for high, low and shoulder seasons • Monthly third -party reports for economic trends, competitive destination information and group meeting impact • Sampling of visitor comments from face to face and on -line interviews Page 9 of 11 HOTEL OCCUPANCY & AVERAGE DAILY RATE STUDY Task # 2 16F 1 10 • Monthly survey of hotels to determine Occupancy, ADR, Rev Par, Room Demand, Number of Visitors, Visitor Spending, Visitor Economic Impact, Hotel Room Nights. • Monthly report to County on results with comparisons to previous period • Annual report with comparisons to previous year • Seasonal reports for High, low and shoulder times of year IMPACT OF TOURISM STUDY- Task # 3 Annual Report on economic impact of tourism on Collier County to include: • Measurement of sales, gas and tourist development tax revenue and impact • Tax savings to Collier County residents resulting from visitor spending • Employment impact of tourism (i.e. jobs supported, jobs created, wages earned) • Impact on schools, revenue generated to them • Visitor spending at hotels, restaurants, shopping, attractions, gasoline • Return on Investment of advertising dollars to visitor spending INQUIRY CONVERSION STUDY- Task # 4 • Annual report of random sampling of inquiries for information from toll free Number and web site, and direct inquiries to ads. • Percent of conversions with comparisons to other similar sized destinations • Return on investment for various publications and broadcast used in marketing the destination. • Economic impact from those respondents who came to the destination as a result of our marketing efforts FOCUS GROUP RESEARCH- Task # 5 Qualitative research on an as needed basis to measure or test the following: These sessions should be placed in feeder markets: • Testing of Advertising concepts • Testing of brand positioning and perceptions • Testing of consumer preferences, activities and perception of Collier County • Testing of preferences with meeting planners • Testing of website effectiveness, ease and methods of use. • Executive summary and detailed tabulation of the results of each study Page 10 of 11 16F1 Exhibit "B" Fee Schedule 11 -5766 Tourism Development Council (TDC) Research Services Task 1a: Visitor Profile Study: Commercial Lodging (H/ M/ C/ C) Task 1b: Visitor Impact Study: In -Home (V F/ R) Task 1b: Visitor Impact Study: Regional (Day- Tripper) Task 2: Hotel Occupancy and Average Daily Rate Study Task 3: Impact of Tourism Study Task 4: Inquiry Conversion Study Task 5: Focus Group Research (Three Domestic Groups Per Year) Total Core Research Program Tasks 1 through 5 Estimated Annual Fee $114,900.00 to be paid in equal monthly amounts of $9575.00. Hourly billing rate for Special Projects $135.00 per hour Page 11 of 11 1�F1 � A D' CERTIFICATE OF LIABILITY INSURANCE DATE(MM,DD/YYYY) 04!0212012 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL. 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 CARLOCK & ASSOCIATES INSURANCE NC P 0 Box 100788 Cape Coral, FL 33910 -0788 CONTACT NAME: STEVE POOLE PHONE 239) 549 -0221 FAX N. I. (239 ) 549 -6098 EMAa , steve@carlockinsurance.com PRODUCER - $372. INSURER(S) AFFORDING COVERAGE NAIC # INSURED. RESEARCH DATA SERVICES INC 777 SOUTH HARBOUR ISLAND BOULEVARD SUITE #260 TAMPA, FL 33602 -5725 INSURERA: AUTO OWNERS INSURANCE GROUP GENERAL LIABILITY - INSURER B: UNITED STATES LIABILITY INSURANCE CO I INSURER C: INSURER D: EACH OCCURRENCE INSURER E: A INSURER F :- X uuvttKAU=11 GtK 1 il-ICA I t NtJMKt -K' RFVIg1E1N NI IMRFR- 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 RESPECTTO 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, I "9R TYPE OF INSURANCE INRR jVn POLICY NUMBER MM D1DY MM /DDIWYY LIMITS GENERAL LIABILITY - I EACH OCCURRENCE !$1,DOO.,000 A X COMMERCIAL GENERAL LIABILITY X ' 20727462 02/01!12 :. 02!10!13 DAMAGE TO RENTED ( $300,00 0 CLAIMS -MADE FX OCCUR i MED EXP (Any one erson $ 10,000 PERSONAL & ADV INJURY $ 1,000,000 - - I_ GENERAL AGGREGATE $.2,000,000 GEN'LAGGRE(GA�TE LIMIT APPLIES PER: X. POLICY I I PRO LOC. .IECT PRODUCTS - COMP /OP AGG . $2,000,000 $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident) $ ANY AUTO BODILY INJURY (Per person) $ ALL OWNED AUTOS I I I BODILY INJURY (Per accident) $ SCHEDULED AUTOS - HIRED. AUTOS I I PROPERTY- DAMAGE. (Per accident) $ $ NON -OWNED AUTOS Is I UMBRELLALIAB- HCLAIMS-MADE OCCUR I EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB. HDEDUCTIBLE $ RETENTION $ A WORKERS COMPENSATION AND.EMPLOYERS' LIABILITY YIN ANY PROPRIETORIPARTNER/EXECUTIVFl��y� � OFFICER/MEMBER EXCLUDED? 1 • (Mandatory in NH) N I A' 20042343 08123111 '08123/12 X I WC STATU- 0TH -j $100,000 E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $ 1.00,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT —' . $ 500,000 B PROFESSIONAL LIABILITY SP1014062D 10/11/11 10/11/12 AGG: $2,000,000 EO: $1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS /VEHICLES ( Attach ACORD 101,. Additional Remarks Schedule, if more space isrequired) COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS ARE LISTED AS ADDITIONAL INSURED IN RESPECT TO THE GENERAL LIABILITY COVERAGE. CONTRACT NUMBER IS # 11 -5766 "TOURISM DEVELOPMENT COUNCIL (TDC) RESEARCH SERVICES" ATTN: SCOTT JOHNSON UtK I II -IUA:I t= HULUtK CANCELLATION COLLIER COUNTY BOARD OF COUNTY COMMISSION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE 3327 TAMIAMI TRAIL E THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. NAPLES, FL 34112 -4901 Phone: (239)252-8375 Fax: (239)252 -8446 V T9SS -ZUU9 AUUKU CORPORATION. All rights reserved. ACORD 25 (2009109) The ACORD name and logo are registered marks of ACORD Agency Code 1 1 51 -00 Policy Number 1 0231.2- 2�7Z7462 1 12 0 Y COMMERCIAL GENERAL LIABILITY 55181 (12 -04) THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - DESIGNATED PERSON= OR ORGANIZATION This endorsement modifies insurance provided under the following:. COMMERCIAL GENERAL LIABILITY COVERAGE PART. SCHEDULE Name Of Additional Insured Person(s) Or Organization(s) PINELLAS COUNTY BOARD OF CITY COMMISSIONERS COLLIER COUNTY BOARD OF COMMISSIONERS / MARTIN COUNTY BOARD OF COUNTY COMMISSIONERS, ITS OFFICERS, EMPLOYEES AND AGENTS / Information required to complete this Schedule, if not shown above, will be shown in the Declarations. ra SECTION 11 - WHO IS AN INSURED is amended to include as an additional insured the person(s) or organizations) shown in the Schedule but only with respect to liability for "bodily injury", "property damage ", "personal injury" or "advertisi.ng injury' caused, in whole or in part, by your acts or omis- sions or the acts or omissions of those acting on your behalf: 1. In the performance of your ongoing operations; or 2. In connection with your premises owned by or rented to you. B. The following is added to SECTION III - LIMITS OF INSURANCE: The limits of liability for the additional insured are those specified in the written contract or agreement between the insured and the designated person or organization, not to exceed the limits provided in this policy. These limits are inclusive of and not in addition to the limits of insurance shown in the Declarations. Includes copyrighted material of Insurance Services Office, Inc., with its permission. Copyright, Insurance Services Office, Inc., 1984, 2004. Page 1 of 1 ACORU® CERTIFICATE OF LIABILITY INSURANCE °A" "'0"" 04/11/2012 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(les) 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 NAME: CONTACT LYNNE LOVINGER LYNNE LOVINGER PNONE 813.258.8909 FAX No : 813.849.6151 LOVINGER INSURANCE INC EMAIL ADDRESS: LYNNE@LOVINGERINSURANCE.COM 4016 HENDERSON BLVD, STE #E EACH OCCURRENCE $ PREMISES Ea occurrence INSURERS AFFORDING COVERAGE NAIC # TAMPA, FL 33629 INSURERA: MERCURY INSURANCE COMPANY $ INSURED INSURER B: GENERAL AGGREGATE RESEARCH DATA SERVICES INC INSURER C : PRODUCTS- COMP /OP AGG 777 S HARBOUR ISLAND BLVD $ A INSURER D : LIABILITY ANY AUTO ALL OWNED SCHEDULED AUTOS X AUTOS �/ NON -OWNED HIRED AUTOS AUTOS STE #260 INSURER E : FLC 7019631 TAMPA FL 33602 INSURER F: COMBINED SINGLE LIMIT Ea accident COVERAGES CERTIFICATE NUMBER: REVISION NUMBER- 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 LTR TYPE OF INSURANCE L S B POLICY NUMBER POLICY EFF M POLICY EXP M D LIMITS GENERAL LIABILITY COMMERCIAL GENERAL LIABILITY CLAIMS -MADE F—I OCCUR EACH OCCURRENCE $ PREMISES Ea occurrence $ MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GENERAL AGGREGATE $ GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- LOC PRODUCTS- COMP /OP AGG $ $ A AUTOMOBILE X LIABILITY ANY AUTO ALL OWNED SCHEDULED AUTOS X AUTOS �/ NON -OWNED HIRED AUTOS AUTOS Y N FLC 7019631 07/30/2011 07/3012012 COMBINED SINGLE LIMIT Ea accident 1,000,000 BODILY INJURY (Per person) $ BODILY INJURY Per accident) $ PROPERTY DAMAGE Per accident $ UMBRELLA LIAR EXCESS LIAR HCLAIMS-MADE OCCUR EACH OCCURRENCE $ AGGREGATE _ $ DIED I I RETENTION $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? EI (Mandatory in NH) UseH describe under OF OPERATIONS below N / A WC STATU- OTH- E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYE $ E.L. DISEASE - POLICY LIMIT $ DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, If more space is required) CERTIFICATE HOLDER IS ADDITIONAL INSURED WITH REGARD TO PROJECT #11 -5766 'TOURISM DEVELOPMENT COUNCIL (TDC) RESEARCH SERVICES" 2010 LEXUS GS 350 JTHBElKSlAO050050 Collier County Board of County Commissioners PURCHASING DEPT 3327 TAMIAMI TRAIL EAST NAPLES FL 34112 -4901 25 (2010105) SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 11 AUTHORIZED LYNNE LOVINGER z I no AGORD name and logo are registered marks of ACORD reserved. 16F1 �W RFPNumber: 11-5766 fos Research Data ,�7 >,_ Vision • Solutions Dynamic Data for Decision Making! Research Data Services, Inc. 777 South Harbour Island Boulevard Suite 26o Tampa, Florida 33602 Phone: (813) 254 -2975 Fax: (813) 223 -2986 www.KlagesGroup.com Research@KlagesGroup.com January 18, 2012 s °mss; Getfree mobile app at: http: / /gettag.mobi °> 0 �J � Q Z V 16F1 �W RFPNumber: 11-5766 fos Research Data ,�7 >,_ Vision • Solutions Dynamic Data for Decision Making! Research Data Services, Inc. 777 South Harbour Island Boulevard Suite 26o Tampa, Florida 33602 Phone: (813) 254 -2975 Fax: (813) 223 -2986 www.KlagesGroup.com Research@KlagesGroup.com January 18, 2012 s °mss; Getfree mobile app at: http: / /gettag.mobi 16 F 1 l'' ROS Research Data Vision • Solutions Table of Contents TABLEOF CONTENTS ...................................... ............................... 1 TAB I: COVER LETTER/MANAGEMENT SUMMARY .............................. 2 TABII: BUSINESS PLAN ................................. ............................... 5 1. Proposed Contract Team .......................................................... ..............................5 2. Organizational Structure ....................................................... ............................... 6 3. Timeline for Delivery of Each Task ....................................... ............................... 6 4. Project Approach ...................................................................... ..............................7 5. Detailed Scope of Work ........................................................... .............................14 Task ia: Visitor Profile Study: Commercial Lodging ( H/ M/ C/ C) .. .............................14 Task 1b: Visitor Impact Study: In -Home (V F/ R) ........................... .............................23 Task 1c: Visitor Impact Study: Regional (Day- Tripper) ................. .............................24 Task 2: Hotel Occupancy and Average Daily Rate Study .............. ............................... 25 Task 3: Impact of Tourism Study ................................................... ............................... 27 Task 4. Inquiry Conversion Study .................................................... .............................30 Task 5: Focus Group Research ......................................................... .............................32 TABIII: COST OF SERVICES TO THE COUNTY ... ............................... 34 Research Budget: Annual Pricing Model ................................ ............................... 34 a. Core Services .................................................................................. .............................34 b. Fee Schedule for Billing Special Projects ..................................... .............................35 TAB IV: EXPERIENCE AND CAPACITY OF FIRM . ............................... 36 1. Skills, Abilities, Expertise, and Availability of Staff Assigned to Study............ 36 a. Project Team .................................................................................. .............................36 b. Client Communication ................................................................ ............................... 37 2. RDS's Technical Capacities to Meet Scope of Services ...... ............................... 38 3. Tourism, Travel, and Hospitality Projects .......................... ............................... 39 4. Other Clients ............................................................................ .............................41 5. Total Research Billings (20o6 — 2010) ............................... ............................... 42 6. Processes /Procedures for Quality Control and Project Management ............. 42 Definition of the Population /Sample Selection ......................... .............................44 QuestionnaireDesign ................................................................. .............................44 Information Taker Training ....................................................... .............................45 SurveyExecution ........................................................................ .............................45 DataProcessing .......................................................................... .............................46 a� Questionnaire Verification ......................................................... .............................46 0 ReportVerification ..................................................................... .............................46 4 TAB V: SPECIALIZED EXPERTISE OF TEAM MEMBERS 0 1. R6sum6s of Leadership Team Dedicated to the NME CVB Project ...................47 H a. Leadership Team ......................................................................... ............................... 47 r� b. Advisors ....................................................................................... ............................... 56 2. Subcontractors ........................................................................ .............................57 TABVI: REFERENCES .................................. ............................... 58 TABVII. ACCEPTANCE OF CONDITIONS .......... ............................... 59 TAB VIII• REQUIRED FORM SUBMITTALS ir. 61 N s Research Data r Vision Solutions Tab I: Cover Letter /Management Summary January 18, 2012 Mr. Scott D. Johnson, Procurement Strategist Collier County Government Purchasing Department 3327 Tamiami Trail East Naples, Florida 34112 RE: RFP NUMBER: 11 -5766 Request for Proposal -- TDC Research Services Dear Mr. Johnson: Thank you very much for the opportunity to submit Research Data Services, Inc.'s (RDS) response to the Naples, Marco Island, Everglades Convention and Visitors Bureau's (CVB's) Request for Proposal for market research services [RFP #: 11- 5766]. Our expertise, skill, and performance in providing marketing, economic, and statistical research services are well recognized in the tourism industry. Our team's — experience brings unique credentials and talents to the tasks germane to the scope of the proposal. Preparing this RFP has been both interesting and challenging. We are excited by the opportunity to develop the many new ideas and innovative research programs that the changing marketing needs of the Bureau will require in the years to come. CU RDS is uniquely qualified to be the market research vendor for the Naples, Marco C CZ Island, Everglades CVB because: We have a passion for destination research. Research Data Services provides strategic direction, tracks performance, and forecasts the growth of tourism in key o U.S. vacation destinations. Tourism is at the heart of our business. U You have to be the first to know. We are ready. In the wake of oil spills, h hurricanes, and wildfires, we provide proactive, real -time, on -going gauges of impact , to our clients. In an emergency or crisis, we are there. We know the history. Thirty years of experience with Florida tourism and - hospitality research have given our professionals unmatched understanding and insight into the challenges and opportunities of Collier's industry. Continuity and E consistency of tracking data is a very significant strength that we uniquely offer. 2 VR Research Data Vision • Solutions We have "future vision ". Yesterday's trends do not always predict tomorrow's performance. Consumer behavior and markets can change in the blink of an eye. We successfully use our tracking data to identify, explore, and alert our clients to the impacts of changing technologies, lifestyles, and modes of thinking. As early as 2oo6, we gave our clients early warning of the developing recession and its global characteristics. We anticipate what is useful and has benefits for the industry's evolving challenges. We have a truly international focus. RDS has successfully completed focus groups, in -depth interviews (IDI's), and round table research in Toronto, Montreal, Buenos Aires, Mexico, Chile, Berlin, Frankfurt, Munich, London, Dublin, Glasgow, Paris, Stockholm, and Oslo to gauge market directions for our clients. Several of our information takers are multilingual to accommodate international visitors (Spanish, French, and German). We are detail. people. RDS's record for precise and timely tourism tracking, on- target projections, as well as verifiable visitor telemetry is unrivaled. We're focused, accessible, and responsive. At the cutting edge of technology and innovation, RDS delivers on- target market intelligence for the promotional efforts of our clients. Contact our office and you will get an answer to your question. We are dynamic and creative. Our singular focus is to isolate profitable targets for our clients. We uncover new markets, develop strategic and tactical support for industry promotions, and keep our clients informed. Tell us what you need and RDS will provide innovative solutions. We hire the right people. Our employees share your values and ethics. Research Data Services, Inc., as your market research vendor, will bring to the table: Sampling techniques, data collection methods, and reporting procedures that are based on "best practice" standards. Quality research that is verifiable and a standard for decision making. Cutting -edge, forward - looking research programs designed to focus limited resources on strategic value -added tasks, calculated to stretch budgets and maximize industry R.O.I. Seasoned professionals with a commitment to respond quickly and innovatively to any question, crisis, or requirement. C Accelerated research execution focused on "speed -to- market ". , An organization that mines data to uncover the elusive. The capability to debrief tourism panels representative of your visitor segments to address market perceptions and future visitation intent. C An unerring focus on the message behind the numbers. 3 Research Data Vision • Solutions Our assignment is not just to report numbers, but to interpret them in the context of how they can be used to leverage positive benefits for the County. RDS recommends continuation of Collier's core research projects and tasks because this foundation allows for long term tracking and comparisons and can identify trends with marketing potential for the destination. Without tracking, one can neither gauge the causes nor the magnitude of change. We are not, however, standing still. We continually refine and streamline our approaches to make the information as actionable and cost effective as possible. For all projects, every effort will be made to meet the Criteria for Advertising and Marketing Research promulgated by the Advertising Research Foundation and the American Marketing Association (AMA). RDS agrees to provide and perform all services in accordance with the generally accepted standards of professional and ethical research practices and codes of conduct established by CASRO and the AMA. To protect our clients' interests, all information we will develop or have furnished to us during our projects remains totally confidential and will be safeguarded in accordance with our established professional standards. RDS will perform all research services in- house. Although no subcontractors or sub - consultants will be used, RDS maintains relationships with numerous advisors whose expertise can be called upon as needed. Dr. Walter Klages, President of RDS, will direct the project, overseeing all aspects of research, and functioning as Executive -in- Charge. I trust that the following proposal fully addresses the scope and research objectives defined in your RFP. Thank you again for your consideration. ro 0 c Sincerely, Wa e J. Klag , Ph.D., Presidnt� V o Research Ddta Services, Inc. 777 South Harbour Island Boulevard, Suite 26o F Tampa, Florida 33602 — Phone: (813) 254 -2975 Fax: (813) 223 -2986 Email: WJKlages @KlagesGroup.com or Research @KlagesGroup.com = a V Research Data Vision • Solutions Tab II: Business Plan 1. Proposed Contract Team Twelve (12) RDS professionals and three (3) affiliated advisors have been assigned to this project. Walter J. Klages, Ph.D., President of RDS will direct the project. Dr. Klages will function as the Executive -in- Charge. Additionally, Ms. Claire Klages and Ms. Anne Wittine will be assigned to this project to supervise and handle day -to -day contact with the Bureau. Please see Tab V. Section 1, Pages 47-55 in this proposal for resumes of RDS's project team. lu lu U :d L 0 c� 0 a a c a m a� c N x ro H Cf C�- t; :. N 5 Percentage of Time Leadership Team Dedicated to NME CVB Project Walter J. Mages, Ph.D. 15% Claire Klages 10% Anne Wittine 15% Nicole DeAngelis 20% Ann F. Harrison 15% Jazmine Rizzo 15% Janet Home 10% Marjorie Ziff - Levine 8o% Michele Boone 25% Kathy Rogers 75% Margot George 10% Rosie Pannone 5% lu lu U :d L 0 c� 0 a a c a m a� c N x ro H Cf C�- t; :. N 5 Research Data Vision • Solutions 2. Organizational Structure The following organizational structure for this project details the roles to be played by each member of the project team: 3. Timeline for Delivery of Each Task Task 1a: Visitor Profile Study: Commercial Lodging (H /M /C /Cl RDS will complete 150 visitor profile surveys per month. On -site face -to -face interviews will be supplemented with Internet -based post - visitation surveys. The research results will be reported, including an executive summary, within 20 days of the close of the month. U L C O ro M Q O a a� c F �r. Research Data Vision • Solutions Task 1b: Visitor Impact Study: In -Home (V FIR) RDS will complete 384 internet -based in -home surveys annually. The research results will be reported in conjunction with the Impact of Tourism study in June. Task 1c: Visitor Impact Study: (Day -Trip erg RDS will complete 384 internet -based day- tripper surveys annually. The results of the day- tripper research will be reported in June in conjunction with the findings of the Impact of Tourism study. Task 2: Hotel Occupancy and Average Daily Rate Study The relevant monthly summary statistics will be provided to the CVB within 20 days of the close of the reporting month. Reports will include an estimate of the total number of visitors and their expenditures, as well as year -to -date summaries. Seasonal and annual summary reports will also be prepared. Tracking comparisons with other destinations will be provided to the extent possible. Task 3: Impact of Tourism Study RDS will provide an annual value of tourism report with an executive summary to be delivered in the month of June. Additionally, preliminary value of tourism statistics will be provided by the beginning of March for Tourism Week. N1 Task 4: Inquiry Conversion Study RDS will provide an annual report with an executive summary. The conversion report will be delivered in July to provide input to formulating strategic marketing plans. Additionally, RDS will provide update impact briefs geared to specific advertising and promotional campaigns. a Task 5: Focus Group Research Focus groups are conducted on an as needed basis. The summary report will include C an executive summary of the findings and will be delivered within 7 to io working a days of completion of the group session(s). 4. Project Approach F What has traditionally drawn both leisure and group visitors to the Naples, Marco Island, Everglades area are its award- winning world -class beaches, natural environment, relaxed atmosphere, quality accommodations and dining options, as well as the many cultural and entertainment venues available to guests. r 4r. ZZ 7 Research Data Vision • Solutions Collier's tourism industry has achieved impressive growth. Yet, for continued growth, destinations must ON differentiate their product and market to the brand Growth is not guaranteed. that customers hold in their minds. The success of the Growth is earned. Naples, Marco Island, Everglades area in growing its share of Florida's tourism is the result of the industry's sustained, proactive, and targeted marketing efforts. Collier County is coping with: :- Exogenous events such as the lingering recession, potential hurricanes, gas prices, etc. C Aggressive competition from other beach destinations in Florida and around the world; The need for intelligent, forward looking strategic branding to diversify the pursuit of market opportunities and drive future growth; Economic uncertainty and constrained budgets; Preservation of its fragile natural resource base -- the mainspring of the area's unique beauty; Safeguarding the destination's quality of life -- the lifestyle that attracts visitors; y., On -going changes in the demographics of its visitor segments; C The high cost of airfares for visitors. U O Clearly, it is critical for the destination to have a clear assessment of: f-. GL `✓ Who their market is; J y a ,,C, their audience is located; 4 What their customers are thinking; What messages and information are needed to stimulate an interest in visiting the area. Destinations' efforts are also impacted by the on -going revolution in how people communicate and get information. Across socio - economic boundaries, Web 2.o has H connected what used to be spatially isolated groups into markets of common L.' interests, preferences, and motivations. It has created global word -of -mouth effects that are viral and nearly instantaneous. People now interact with markets in new ways that reinforce and strengthen brand perceptions. r_ V Research Data Vision • Solutions Traditional modes of marketing geographically are yielding to a growing emphasis on targeting special interest micro markets. New and interactive communication channels allow for highly targeted promotion of destination attributes to diverse sets of consumers, each drawn by specific benefits. From a research perspective, it is critical to identify special interest markets, determine their size and potential economic benefit (R.O.I.), as well as exploit commonalities that link consumers' motivational interests with destination attributes. In today's competitive environment, destinations must leverage their branding to heighten awareness, support perceptions of quality, establish emotional links with their customers, and differentiate themselves from their competitors. To be successful, these efforts must be guided and tracked by clear, effective, and actionable research. The destination can then fashion messages that optimally communicate, inform, The destination can then fashion enhance, and transform latent into messages that optimally communicate, effective demand. inform, enhance, and transform latent into effective demand. The CVB and the TDC are seeking a market research provider with extensive experience in the development and implementation of integrated destination market research. As market realities change, RDS will continue to calibrate Collier's research program, focusing on the current needs and challenges of the County's tourism industry. RDS is recommending the following core research program for Collier County: 0 J C' a 4 c ro c E~ 4 C 4,^ 9 Number of Task # Task Description Surveys Methodology Page is Visitor Profile Study 15o /month In person, face -to -face and 14' Commercial Lodging post visitation surveys (H /M /C /C) 1b In -Home (V F /R) 384 /year Internet with telephone 23 control group 1c Regional (Day- Tripper) 384 /year Internet with telephone 24 control group 2 Hotel Occupancy and 8o /month Internet /email, fax,, 25 Average Daily Rate Study telephone, and /or in- person 3 Impact of Tourism Study Not a separate Part of visitor profile and 27 survey task occupancy research 4 Inquiry Conversion Study 384/biannually Internet with telephone 30 control group 5 Focus Group Research 8 -- io Internet and telephone 32 respondents/ group 0 J C' a 4 c ro c E~ 4 C 4,^ 9 16F1 ,ROS Research Data Vision Solutions Please see Tab II, Section 5: Detailed Scope of Work, Pages 14-33 in this proposal for specific details of RDS's methodological approach to each project task. Although we recommend continuing the basic foundational research program, the world is not static and the destination's markets do not stand still. The current Harnessing the Power of Many economic environment mandates doing things differently: better, faster, and cheaper. Customers today are taking greater control over their own consumer experiences. They are empowered, savvy, and embrace changing technologies. They increasingly rely on what other people say about a product or service in lieu of a company's messages to make decisions and form opinions. Social networking and consumer generated media (CGM), like Facebook, Twitter, and YouTube, etc., deliver valuable market information by tapping into consumers' perceptions about the destination. Monitoring these channels permits us to go where our clients' audiences are and to communicate with them on their own terms. RDS has identified these communication trends, is tracking them, and is using them to our clients' benefit. Over the past three years, we have developed and implemented innovative modes of reaching consumers and integrating findings into strategic recommendations. For example: u ro c Internet Video Dialogs (IDI's): Because of the global connectivity of the Internet, we can now initiate in- depth, face -to -face, virtual dialogs with y consumers (Webview TM). As a result, we are cost effectively organizing focus group -like discussions with people who share similar interests and experiences across geographic borders almost instantaneously. These IDI's are rich in texture and give deep insights into how motivations are translated into action. We have a applied this opportunity by developing on -going dialogs with: CU • Leisure visitors • Meeting planners • Sports and event organizers H • Industry stakeholders , We have successfully used this technique for in -depth promotional concept testing, R.O.I. analysis, and branding strategy input. f a: N 16F1 Research Data r Vision • Solutions C Panel Communities: Over the years, RDS's panels have grown in size and now include better than 200,000 qualified traveler contacts (PanelTrac "). The objective of our panel research is to gauge the effectiveness of promotional strategies and to detail market opportunities. A specific application of our panel research is to assess impacts of events such as hurricanes, wildfires, economic cycles, transportation disruptions, etc. Through our panels, RDS can act quickly in the wake of an event. We have fielded hurricane impact panels within a day of landfall and a series of oil spill perception panels starting within a week of the disaster. Mobile (SMS and Online) Research: The ubiquity of mobile technology and smartphones offers new marketing and research opportunities. A principal reason for using mobile platforms is their convenience to respondents. Mobile phones are user friendly, with text messaging and web capabilities commonplace. Mobile phones offer: • Access to people and remote locations that are otherwise unreachable; • Near real -time responses; • The ability to react quickly to feedback. Our mobile phone application provides enriched insights, including in -the- moment feedback, photographs, and geolocation. A key advantage of using the application is that consumers can provide opinions and attitudes quickly, particularly at the point of experience. Mobile research represents a way to supplement other research and consumer communication channels. RDS is now applying this new technology. Our mobile research application enables us to spot trends, capture human behavior as it occurs, and build a community of consumers who actively share their experiences in real time from their mobile phones. Consumers share experiences through snippets, a series of Twitter -like photos that are time and location coded. Through this research platform, we can monitor experiences and what motivates and inspires travelers. We have used it at events, trade shows, etc. 0 n. a J i= c a c c� E- E- 11 Research Data Vision • Solutions Perceived Benefits of Mobile Research Convenience for participants Improved participation rate Closer to the 'moment of truth' Reaches more of the population Faster turnaround time Capture geolocational data Accuracy of data collected Reduced cost More personal 16F1 0% 10% 20% 30% 40% 50% 60% 70% Social Media /Networking: Social media have caused a fundamental shift in the way people communicate and collaborate. Similar to mobile applications, social networking sites such as Facebook, LinkedIn, Twitter, and YouTube offer new opportunities to connect with and gather information from vast communities of consumers. The power of social networks gives access to consumers that are not reachable via offline methods. It provides the opportunity to expand the reach of research through the viral nature of social media interactions. For example, Twitter provides opportunities to place an open call to a large group of people to obtain research reactions and input. We have successfully recruited highly targeted survey participants by placing announcements on Facebook and LinkedIn and we will continue to explore the applications of such vehicles in gathering market intelligence for our clients. 0 U Qi C' c, c a H 12 Research Data Vision • Solutions Value of Tourism: Tourism is one of Collier County's most significant industries. Every County resident benefits from visitor activity. Tourism spending creates jobs, enriches payrolls, supports the County's infrastructure, and eases residents' tax burdens. It has financial and fiscal benefits and diversifies the quality of life, lifestyle, and amenities available to residents. Unfortunately, the impacts of tourism are not always visible to the CVB's constituencies. Consequently, RDS pioneered Value of Tourism reporting to document the real impacts of visitor expenditures on the daily lives of Collier County residents. Our on -going objective is to streamline the message and put the benefits in perspective for CVB audiences. For example: • We have structured our reporting to include what tourism means each day in We have structured our reporting to terms of jobs, pay checks, tax Include what tourism means each clay in terms of jobs, pay checks, tczr revenues, revenues, and R.O.I. • We have focused our fiscal and R.O.I. impact reports to not just address what visitors pay in taxes, but equally what benefits flow back to the County. • We conduct and record Internet -based web dialogs. Our clients can see and hear in real -time what their customers are • b c :J 4J L a c oa F w r- 13 C Research Data i Vision • Solutions Consumers say the Naples, Marco Island, Everglades Area is: u1t fl • We incorporate promotional images (both print and video) into our face -to- face survey process to field test the traction and conversion effects of advertising campaigns. R.O.I. Analysis: The full 2010 U.S. Census information is now available. The detailed economic and demographic information it will provide can be used to telescope target marketing efforts and the assessment of market opportunities. Integrating census statistics permits highly precise impact estimates that quantitatively focus on the R.O.I. of the CVB's efforts. S. Detailed Scope of Work Task 1a: Visitor Profile Study: Commercial Lodging (H /M /C /C) The Commercial Lodging Visitor Profile study that we are proposing will be undertaken as a multistage stratified random sample in- person survey with overnight visitors. The need to apply multistage sampling for this study is based on the fact that different segments of Collier's lodging plant have their owns , unique characteristics and visitor°° attractors. These segments or clusters must therefore be represented in both - the sample and the Countywide profile information relative to their weights in the total population of lodgings. i✓ U 0 1: s F 3 0 a� n. 0 U GJ G a H 14 Research Data Vision Solutions For this study, our sampling procedure involves, on the first level, a segmentation of the inventory of lodging properties located in specific geographic areas of the County. For this project, we propose three broad geographic segmentations: Naples, Marco Island, and the Everglades. The sample will further be stratified in proportion to: The incidence of the type of establishments (i.e., hotel, motel, condominium, condo -tel, bed and breakfast, campground, etc.); C size of the lodging facility (number of units in the rental pool); `` -' Classification of establishment (resort, beachside, urban, etc.). The purpose of this stratified sampling process is to ascertain that each industry segment is represented by an appropriate and valid sample size in order to analyze it both separately and as a part of the relevant working population. The working population must be representative of the general population, that is, the universe of Collier County visitors to which the study's findings can be generalized. Under no circumstances can QUOTA sampling be applied to this study because it would destroy the representativeness and projectability of the research effort which requires RANDOM sampling. Our sampling frame is developed based on Collier County's inventory listing of lodging facilities that house visitors and collect resort taxes. Structured around a core of "key driver" properties mandated by their size and significance to the Collier's tourism industry, the survey access points for this study are dynamic and drawn randomly from this inventory list on a monthly basis. This approach is critical because the flow of visitors changes in 1 response to seasonality, special events, changes in inventory, etc. Although the RFP question response dated January 12, 2012 stipulates a monthly sample size of loo intercept surveys, in our experience, to provide monthly profile statistics for Collier tourism, representative of all specified visitor segments, mandates a multistage stratified random sample of approximately 150 completed visitor surveys per month. Surveying will be undertaken at licensed commercial lodging establishments, attractions and events, public beaches, parks, piers, trolley stops, and the Southwest Florida International Airport (RSW). At the point of survey, a random selection procedure is used to identify the visitors to be interviewed. u U E a 0 c y a a H ca 15 Research Data Vision Solutions 16F1 We recommend continuing this research task with face -to -face in- person interviews as the backbone of our visitor profile data collection. In our professional opinion, face -to -face interviews are the most reliable method of data collection for this part of the research effort where exploring attitudes and motivations are of primary concern. Some of the main advantages of this method are: Provides a True Cross - Section of All Visitor Segments — By surveying visitors while they are in the destination, we have access to (and our sample includes): leisure, business, and meetings visitors; first time and repeat visitors; visitors from all of the destination's origin markets; and visitors staying in all types of accommodations. n.. Ability to Prescreen /Qualify Respondents — Interviewers are Respondents must not have instructed to make certain that the previously been interviewed in respondent is actually an out -of- Collier County and only one county overnight visitor and to interview can be taken from any specify in which commercial lodging given visitor party. a they are staying. Respondents must not have previously been interviewed in Collier County and only one interview can be taken from any given visitor party. C High Response Rate — Non - response bias can be minimized through judicious o interviewer selection and intensive training and supervision. y Access to Hard -to -Reach Populations — Certain groups such as meeting or o business travelers are difficult to reach by any other method while maintaining y the randomness of the survey process. Camnrehencivenecc — Tnfnrmntinn tnkerq ran nrnhe fnr mnre detnil_ a Behavior Monitoring — Respondent behavior can be observed during the a survey process. Supervision — In- person interviews also provide opportunities for direct supervision of the information takers. H �M Interaction Between Interviewer and Respondent - Interviewers can also explain detailed instructions to the respondent. Opportunity to Test Promotional Content (Web, Print, and Video) - Interviewers can expose respondents to advertising materials in the course of the r, interview, offering a unique opportunity to obtain real -time consumer input. _ IRA Research Data Vision • Solutions To maximize the efficiency and cost effectiveness of data collection, survey responses will be recorded on handheld tablet computers. The computerized questionnaire facilitates rapid revisions to the survey instrument as new issues arise. It provides monitoring opportunities and greatly enhances the speed -to- market of our findings. 0 Face -to -face interviewing provides a real -time snapshot of visitors' experiences during their trip. To further debrief visitors on the full range of their experiences, the face -to -face profile research will be supplemented by post visitation Web surveys. The Internet research will: Enhance the density plot of visitor ZIP codes to further define Collier's markets; C Expand the coverage of profile surveys, facilitate micro market definition, and reduce the cost of data gathering; Afford the opportunity to follow up with business, meeting, and event travelers who might otherwise be too busy to complete the survey in- person in the destination; Validate the face -to -face survey information; F1 u x :r EE a 0 ,s 0 �o y 0 J :n N 6J L, lt? a F K. 17 C oResearch Data Vision • Solutions C Provide important after -visit expenditure and budget information; C, Provide a further gauge of visitors' experiences, their satisfaction with the destination, and impressions of how well it fulfilled their expectations. Internet surveying will be implemented by relying on an external database generated 4, 1 from visitors' emails. The design and sample stratification of our study will deliver detailed, precise, valid, and statistically representative data for Collier's tourism industry. The sample's z parameters assure inclusion and coverage for all geographic areas of the County, x different types and sizes of accommodations, as well as a valid cross - section of visitors to the area. Our proposed monthly sample of 150 surveys ensures valid representation of the Naples, Marco Island, Everglades area's principal macro and micro visitor markets in the database, with a standard error not exceeding ±5%. A sample of this size provides the strategic leverage necessary to permit sub - tabulations profiling selected visitor subsets and special interest micro markets on a seasonal or annual basis. In Cn practice, at the professionally recommended confidence level of 95 %, the precision rF and validity of the profile's statistical estimates is assured. To ensure the o representativeness of the Visitor Profile data, surveying must be undertaken year - round across different day, week, and month parts. The administration of a typical survey involves approximately 5 -10 minutes and F addresses the following key concepts. Using same period /previous year comparisons, our monthly, seasonal (high, low, and shoulder), and annual reports and presentations will detail, among other variables: The number of visitors staying in commercial lodgings, the related direct 0 U expenditures and economic impact, lodging occupancy, average daily rates (ADR), and revenue per available room (RevPAR); Visitor origin numerosity by region, u; — Transportation modes including airports of deplanement; c Motivations and purpose of trip, including leisure, individual business, and meeting /conference travel; Incidence of first time visitation; F Competing Florida destinations — considered; ' We will query about 2 C Information used in planning visits to r•esporzclerits' irivolverrzeni with Collier; social media /networking sites Reliance on and usage of the Internet for and smartphone use. travel information and /or booking N :D 11 S Research Data Vision • Solutions including use of Collier's website. We will also include URL's used to get information and to book travel. Additionally, we will query about respondents' involvement with social media /networking sites and smartphone use; Length of stay, parry size, and party composition; C Satisfaction with trip, word -of -mouth recommendation, and likelihood of repeat visit; W Activities enjoyed in the area, including the Everglades, water tourism, culture, sporting events, etc.; Average age, age distribution, household income, and occupation categories; Parry budgets by major expenditure categories, including prepaid expenses. The proposed approach provides more accurate and complete estimates of spending because expenditures are itemized within major budget categories to aid respondent recall. Budgets will be further validated by post visitation responses; C Exposure to the area's promotional messages and their impact on destination visitation; f. Influential motivators that attract visitors to the Naples, Marco Island, Everglades area; Primary international origin markets of interest; C. Visitor generated input reflecting the destination's brand image (open ended destination attributes); Tourism industry employment statistics within Collier County; Third party reports for economic trends, competitive destination information, and group /meeting impacts. SNAPSHOT The COMMercial Lodging Visitor Profile Research is designed to: C Expand grainage of Internet data: Provide routine data reports for special tourism micro markets; C Utilize a computerized in- person survey process that provides added flexibility and `speed -to- market ". Preliminary monthly Visitor Profile reports k Include executive summaries, will be issued by the 20th of the following methodological statements, month and the key results of the on -going details of sample Visitor Profile research will be reported on composition, and sample a monthly basis at scheduled TDC sizes for all reports. meetings. These reports will be prepared .010 as both written and audio - visual presentations of major findings and will include an executive summary with detailed strategic and tactical recommendations. A summary of the research methodology, sample composition, and sample sizes will also be included. x U_ i✓ 0 L 0 s F 0 3 0 y y L6 a c x F :x 19 Research Data Vision • Solutions Additionally, key market variable profiles (i.e., fly vs. drive, first time vs. repeat, Floridian vs. Out -of- State, United Kingdom, Continental European, Canadian, Latin America, etc.) can also be prepared. Given that the Naples, Marco Island, Everglades area must promote and communicate toward dynamically changing markets, point -of- origin and consumer motivation data are of prime importance to the successful targeting of Collier tourism. They define the geographic markets and consumer segments from which the destination draws its domestic and international leisure, business, conference, and convention visitors. Identifying market opportunities for concentrated targeting efforts requires a visitor segmentation program that precisely defines the origins of visitors and potential visitors. On the first level, the visitation origin study will be developed from the Visitor Profile survey dataset. The profile information provides data on ZIP codes, cities, MSA's, states, and home regions of U.S. visitors. For foreign visitors (Canada, Europe, and Latin America), the origin data are collected by city, country, and airport of enplanement. The utility of the visitor origin study will be further augmented by correlating the profile data with the ZIP code information derived from CVB inquiries. This allows the monitoring of the impact of promotional and advertising programs in key markets. Visitor origin data provided by property managers in the Occupancy survey will also be analyzed. Importantly, RDS's Visitation Trend analysis will also focus on the changing special interests, needs, and motivations that drive visitors to the destination. The Internet has and is empowering consumers. Social networking and consumer generated media are arguably one of the fastest growing modes of communication and their popularity is permitting individual consumers to interact with and influence other stakeholders. Consumers are increasingly inclined to seek out others like themselves, creating new markets and market opportunities. The challenge is to combine in -depth knowledge of peoples' aspirations, wants, desires, and shared x 0 U ice+ N E O Ci a 7, F 0 c a 0 m a oa E_ F Ic 20 Research Data Vision • Solutions experiences with rigorous quantification of opportunities to maximize the destination's penetration of markets. The demographic fabric of the U.S. population dramatically changed when Baby Boomers emerged as a primary travel market segment. Today, the next generation, Yers, are coming to the forefront. Hence, the parameters, motivations, wants, and needs that drive their visitation are changing. RDS's forward - looking strategic thinking will focus on dynamic changes in the destination's visitor segmentation. We will analyze and report on emergent markets like minority travelers and developing international targets including South and Central America, etc. The documented percentages of visitors traveling to the Naples, Marco Island, Everglades area by regions, key MSA's, and emerging motivational interest market niches are used to estimate the total number of visitors attracted from these segments. We will initiate time series analysis of this data to isolate trends that highlight emerging markets and markets with significant potential for the destination. Collier's visitor origins, by regions as well as by major MSA's, states, foreign countries, and documentable trends in consumer interests and motivations will be reported on a monthly, seasonal, and annual basis in tandem with the Visitor Profile reports. Additionally, data will be mapped to show significant geographic origin clusters and nesting. RDS will also take the defined geographic and motivational segments and leverage them with expenditure data to document the economic impact of these groups. The utility of the Visitor Trend Research can be increased by correlating visitor origin clusters with cutting -edge demographic and socio- economic 2010 Census data and other secondary data sources to gain further insight into market potential and to isolate the micro cluster opportunity markets that promise the highest return on investment for the CVB. This will identify markets of opportunity, facilitate the development of a dynamic visitor targeting strategy, and permit analysis of the draw competitive destinations have on the area's existing customer base. Additionally, RDS will validate our databases against normative data, such as Visit Florida's Visa database, to identify opportunity gaps. x a U i+ 1= Cr =r F c 0 a c F 21 r 16F1 Research Data Vision - Solutions Every effort has been made in our response to this RFP to suggest strategies to expand the impact of each research study while allowing for the most effective measurement and data collection possible within the available budget and to maximize the usage of data across various studies. The Commercial Lodging Visitor Profile is the most labor intensive part of the research program. Our innovative application of computer- assisted interviewing has controlled the cost of data collection and processing for this research task. Computer applications accelerate our speed -to- market in order to provide this information to decision makers more quickly and efficiently. The flexibility of our interviewing process allows us to repurpose this study on demand to address specific research problems or needs as they arise (such as the oil spill, gas prices, storms, etc.) The most significant repurposing of the Commercial Lodging Visitor Profile Research lies in our ability to use the database to drill deeper into the motivational equity set that drives specific visitor groups to the destination. Data mining is the background against which specific marketing initiatives can be undertaken by the CVB. Analytical examples include: I First time visitors; Explorers who visit multiple destinations on their trip; Visitors enjoying the area's culture; Eco and nature tourists, kayakers, bird watchers, etc.; W People in the area for a special occasion /event (i.e., weddings, reunions, etc.); Visitors by transportation modes; Attractions users; Visitors traveling with (or without) children; Floridian, Canadian, United Kingdom, Central European, or Latin American visitors; Business travelers; Convention /conference /meeting delegates; Visitors attracted to the area by sporting events /facilities; Internet users, people who have used the CVB website, online bookers, etc. For 2012, we will flexibly adapt our information gathering procedures. We will expand the use of mobile technologies, social networking, and the Internet to 0 .a 0 :o a as H 22 Research Data r Vision Solutions improve our access to visitors and potential visitors, accelerate the speed of data collection, effect greater cost efficiencies, and leverage the utility of our research for our clients. Task 1b: Visitor Impact Study: In -Home (V F /R) In -Home visitors have significant economic and fiscal impact on the County. Through their expenditures, they contribute to County ad valorem tax revenues. Moreover, In -Home visitors are frequently in the County for the first time and have a high likelihood to return. Their experiences in the destination are also an important source of word -of -mouth recommendations further accelerating visitation to the a w destination. Description and quantification of this visitor segment is an important element of describing Collier tourism and a leading indicator of future visitation. The In -Home Visitor Profile will be developed by means of a systematic random sample Internet survey of Collier County households, with a telephone -based control group. Some 384 households will be contacted annually to determine what_ proportion lodge vacationing visitors. E We maintain an up -to -date listing of Collier County email addresses from a highly reputable national sampling company. This sampling procedure provides the most a current, inclusive universe of Collier County households available. The systematic F sampling methodology ensures that participating households are not resurveyed. At the 95% level of confidence, a sample of 384 surveys will yield survey results with a standard error not exceeding ±5%. o The In -Home inquires about the presence of out -of -town visitors in the home during the month, their origin, party size, length of stay, modes of transportation, and related information. The incidence of households with visitors and the average visitors per household from this survey will be correlated with the 2010 Census statistics for Collier County to generate an estimate of the number of people staying with friends and relatives a each quarter. The results of the In -Home (V F /R) research will be reported in tandem with the Commercial Lodging Visitor Profile data as part of the annual Value of Tourism report. H Our reports and presentations will detail: C The number of visitors staying with friends and relatives in Collier County; Estimated expenditures; • r, In -Home visitor's economic impact on Collier County. 23 Research Data Vision • Solutions Task 1c: Visitor Impact Study: Regional (Day - Tripper) Throughout a typical year, Collier County attracts visitors from a regional area within an approximately 50 mile radius of the destination. Such visitors are referred to as "day- trippers." By definition, day- trippers do not spend the night in Collier County. However, day- trippers do use County assets such as public transportation, parks, parking facilities, beaches, causeways, piers, restaurants, retail facilities, entertainment venues, etc. Thus, the Day- Tripper Visitor Profile research is an integral part of the overall quantification of the different visitor segments that make up Collier County tourism. To capture and quantify the numerosity and related value -added of this visitor segment requires an annual Internet -based study conducted with a random cross - section of regional households (sample size 384), with a telephone -based control group. We will obtain a random sample of email addresses of non - Collier residents located within the ZIP codes defined by a 50 mile radius of the County from a highly reputable national sampling company. This sampling procedure provides the most up -to -date, inclusive universe of households likely to generate day -trips and assures the validity and representativeness of this data. We will also consult variations in traffic counts at major arterial ingress and egress routes to correlate against our estimates. At the 95% level of confidence, a sample of 384 surveys will yield survey results with a standard error not exceeding ±5%. The survey topics focus on the incidence, frequency, and purpose of day -trips to Collier County. The survey instrument is also designed to elicit information about expenditure patterns and party sizes. The results of the Day- Tripper Research will be reported with the annual Value of Tourism findings. Our report will detail day- trippers': Numerosity; Estimated expenditures; Economic impact. F M c x U F 0 w 0 0 ti v .7a L6 a U as E" �r. 3- N 24 E117-:) Research Data Vision • Solutions Task 2: Hotel Occupancy and Average Daily Rate Study In the lodging industry, the number of rooms rented is measured as a percentage of the number of rooms available. This ratio is known as the occupancy rate. The average price paid to rent a guest room is defined as the Average Daily Rate (ADR). The amount of room revenue is driven by the number of rooms rented and the price paid to rent each room. These occupancy statistics are a measure of the rate at which the industry's lodging plant is utilized. Occupancy data give critical input to the calculation of revenue per , available room (RevPAR), the number of visitors staying in the County and their expenditures, as well as providing on -going tracking of the health of the industry. a Different segments of Collier's lodging plant have their own unique characteristics and visitor attractors. These clusters must, therefore, be represented in both the sample and the Countywide occupancy information relative to their weights in the total population of lodgings. Our Occupancy sampling tracks changes in the number r. 7Z of rental accommodations (i.e., hotels, motels, condominium units, condo -tels, timeshare rentals, property management companies, R.V. parks, guest houses, private home rentals, bed and breakfast properties, etc.) subject to resort tax o legislation and reflects the destination's most current accommodation listings. RDS's sample will be stratified in proportion to: Geographic areas of the County; - The incidence of the type of establishments (i.e., hotel, motel, condominium, condo -tel, bed and breakfast, campground, etc.); The size of the lodging facility (number of units in rental pool); a Classification of establishment; v The incidence of independent and chain properties. The primary purpose for this stratified sampling procedure is to make certain that each segment is represented by an appropriate sample size in order to analyze it both separately and as a part of the relevant working population. To implement Collier's occupancy research, we will contact a stratified random as sample of at least 8o properties each month. To generate the desired occupancy information in a representative, timely, and cost efficient manner, we will implement E a combination Internet /email, fax, telephone, and /or in- person survey mode for this project. The survey instrument will be designed and programmed so that all interview platforms yield congruent information. The survey instrument and any changes thereto will be provided to the CVB for review and input. We will contact each property manager to determine their preferred method of �r responding to our occupancy survey. At the beginning of the month, an email 25 Research Data Vision • Solutions containing a link to the survey instrument is sent to each property who has expressed a preference to complete the survey online. Non - responding properties are re- contacted both by email and telephone up to four times. A blast fax with the occupancy form attached is sent to fax properties, with follow -up faxes and phone calls as needed. Telephone properties are contacted beginning in the first week of the SNAPSHOT month and properties that do not provide a response on first contact are recalled up to The Occupancy Research is four times. r d d t o. Critical to obtaining accurate and reliable occupancy data is our commitment to maintaining the strictest confidentiality for this sensitive data bank. No property's occupancy information is retained on our website or is ever accessible to anyone else. All data received from the Internet are confirmed against our database to ensure validity. Secondary occupancy information such as Smith Travel Research (STR) will also be consulted to complement RDS's primar e�pan e A: Include RevRAR; : Capture sporting, special event, meeting room nights on an as needed basis; Gather visitor ZIP code data from property management Correlate with Smith Travel Research (STR) competitive set data. y occupancy statistics. RDS's industry confidence barometer of leading indicators for Collier tourism has proven very efficient in predicting industry trends. We will retain the barometer as a leading indicator to support our on -going tourism forecasting efforts. The survey takes an average of five minutes and includes such key parameters as: Location of property; Property type; The property's total number of lodging units and number of units in the rental pool for the current research month; C Average occupancy and ADR for the prior month, as well as current occupancy trending; C- Average party size and guests per room; C Distribution of guests by geographic origin and purpose of trip (i.e., business, meeting /group, leisure, etc.); C Current levels of reservations and three month forward business level expectations. z :O J a 0 y x :J v 0 a� 0 s y u; a x F 26 Research Data Vision • Solutions Both the Occupancy and the Industry Barometer are reported on a monthly, seasonal (high, low, and shoulder), and annual basis. The findings of this research are included with the Visitor Profile as an integral part of our monthly briefs and presentations. Using same period /previous year comparisons, our reports and presentations detail: C Occupancy; Average Daily Rate (ADR); Revenue Per Available Unit (RevPAR); Forward- looking management barometer. To stretch the efficiency and effectiveness of our Occupancy studies, special questions can be added to the research effort on an as needed basis to capture the room night impact of sporting or special events or natural crises. We will also undertake normative comparisons with other tourism destinations to provide strategic positioning information. This competitive data will be augmented by Internet -based rate research. t Task 3: Impact of Tourism Study Analysis of the Value of Tourism to Collier County F The purpose of the proposed Value of Tourism Study is to develop an up -to -date o assessment of the impact of tourism on the economy of Collier County. The Value of 3 Tourism analysis will tie together data from our Visitor Profile (Commercial Lodging, In- Home /V F /R, and Day- Tripper), Occupancy Research, and salient secondary information (i.e., sales tax collections, resort tax collections, NAICS data on employment and wages, etc.) -- all elements that are critical to understanding the full impact of tourism on Collier County. The algorithm and models developed by RDS involve primary data from the Occupancy survey and Visitor Profile survey in terms of inventory utilization, party a. size, length of stay, budgets, etc. The Value of Tourism reporting also includes secondary data inputs from Visit FLORIDA; the Florida Agency for Workforce Innovation, Office of Workforce Information Services, Labor Market Statistics; the a Florida Department of Revenue, Office of Research and Analysis; and the Collier H County Tax Collector's Office. The Value of Tourism does not represent an additional — survey effort. Clearly, the tourists' initial direct expenditures have stimulative effects on economic activity in the County. This spending not only accelerates personal income, employment, and government revenue in the community, but also increases Ic economic activity in existing businesses and supports new business formations. Integral to this analysis is the "multiplier" concept. This economic concept is based 27 Research Data �ez3y� Vision Solutions �T Tax Exports and Import Leakages on the knowledge of established interdependencies between different sectors of an economic entity. Visitor expenditures affect not only the organizations at which the initial expenditures are made, but also those businesses' suppliers and the suppliers' suppliers and so on. The subsequent rounds of economic activity that reflect spending by local inter- industry purchases and local government revenues are referred to as indirect impacts. The proportion of new household income that is "re- spent" locally on goods and services is termed an induced impact. Both the indirect and induced effects account for leakages of money from the local economy in each round of spending. Our study, therefore, takes into account direct, indirect, and induced economic impacts and analyzes dynamic, as well as static data related to this project. Multipliers are derived through software and structural matrices purchased from IMPLAN, which is recognized as the most authoritative source of this data. IMPLAN was developed as a cost effective means of producing local input- output models. IMPLAN calculates four commonly used measures of economic impact: • Sales; • Personal income; • Value- added; • Employment. RDS's Fconoinic Impact I(nv Alodel s r- 0 c v a a� c �a n F c� r.. tf f N • 'J Research Data Vision • Solutions We will prepare an annual in -depth Value of Tourism statement based on multiple data inputs that will estimate and detail: The seasonal and annual volume of overnight visitors to the Naples, Marco Island, Everglades area by geographic origin, nationality, transportation mode, and visit motivation; The budget of the typical visitor party by key demographic variables, including spending at hotels, restaurants, shopping, attractions, and gas stations; The proportion of taxable retail sales generated by visitors; The sales tax, gasoline tax, and local option taxes contributed by visitors and the related savings to Collier County residents; Additional employment generated by tourism in the Naples, Marco Island, Everglades area by sector of the economy and tourism related wages; Visitor expenditures by sectors of the economy (i.e., restaurants, hotels /motels, etc.). Day- trippers and visitors staying with friends or relatives will also be profiled in this report. This document will focus on the economic impact of these market segments, as well as their numerosity and expenditures. The Value of Tourism report will be presented to the CVB and selected public and private agencies as a written and audio - visual presentation. Reporting will be based on cumulative seasonal update reports with an annual recap provided, when state and national tourism statistics become available. The Value of Tourism analysis represents the integration of all of our market research efforts into a statement of the impact of tourism on Collier County's economy. This report combines the cumulative visitation and economic impact data for the calendar year with estimates of retail sales, tax revenues, employment, and wages generated. As such, it represents a full year's worth of data gathering and analysis. Because of lagged data availability from the State, this report is typically finalized in June. RDS will also provide preliminary value of tourism statistics by the beginning of March for Tourism Week. The Value of Tourism is an indispensable component of the research program. Measurement of the economic benefits assists CVB's, destination marketers, SNAPSHOT The Value of Tourism is designed to: include a fiscal impact analysis as well as a statement of the benefits of tourism to Collier; Allocate benefits to a typical Collier County resident. =n r F 0 ,o y 0 y G a H x zr a 29 . Research Data Vision • Solutions planners, and others with an interest in visitor activities to reach a variety of objectives: I- It informs public officials and business decision makers about the benefits of investments in tourism promotion and the assets that support it. It assists the CVB in evaluating the effectiveness of their promotional programs. It educates people employed in tourism about their role in economic and business development and how their productivity contributes to the economic health of their community. By quantifying the returns to promotional and infrastructure investment, it encourages both private and public businesses and organizations to seek out partnerships that hold mutual benefit. "; By demonstrating tourism's value to the general public, it gives citizens a basis to rationally support tourism marketing and development. We will design our report in such a way that the information is flexible and can be positioned to make it possible to allocate the benefits of tourism to a typical Collier County resident. Task 4. Inquiry Conversion Study The destination and the CVB presently fulfill information requests received via the Internet, toll -free 800 numbers, and a variety of other media, to induce interest and potential visitation to the destination. We propose an Inquiry Conversion Study to describe the characteristics and preferences of persons who contact the CVB seeking information about the Naples, Marco Island, Everglades area. Researching related conversion rates provides an opportunity to gauge and document the impact of CVB advertising and promotional efforts. Our working population for the Naples, Marco Island, Everglades CVB's Conversion Study will be developed by means of stratified random samples selected from the inquiry response lists provided by the CVB. The study will be developed by stratifying response segments proportionate to the source of inquiry. Surveys will be conducted using email and telephone, if needed. One of the major advantages of using Internet surveying for the conversion research is the cost effective reach of this communication vehicle, nationally and internationally. We will complete at least 384 surveys for this research on a biannual basis. ;r a U x F 0 3 0 a� 0 :n a lu lu In Lr ca E_ �a r R 30 Roy Research Data Vision • Solutions We will choose a random sample from the inquiry listing provided by the CVB for this purpose and will phone match a random sample of those inquiries that lack email or telephone contact information. The resulting listing of inquiries will thus be inclusive of all inquiry segments. Stratifying the random sample in proportion to the weight of the various inquiry sources will ensure that the resulting sample is representative of the universe of inquiries. Up to four re- contact attempts will be executed with non - responding households. At the 95% level of confidence, a sample Of 384 surveys will yield survey results with a standard error not exceeding ±5%. The primary purpose of the conversion research we are proposing is to assess: How and why visitors decide on their visitation targets; Consumer motivations involved in seeking destination information and making an inquiry relative to household travel planning; The proportion of inquiring consumers familiar with the Naples, Marco Island, Everglades area; o The brand perceptions and location identification current among travel parties L who seek information from the CVB; v The proportion of information seekers with prior Collier visitation experience; f„ The proportion of inquiring parties with firm Naples, Marco Island, Everglades area reservation commitments prior to inquiry; The proportion of inquirers who at the time of the survey had already completed the planned trip to Collier, their motivations, levels of satisfaction, and planning o decisions; o 4';;. The proportion of inquirers who are still planning to take their trip to Collier at U V] the time of survey contact, their motivations and planning decisions; G <` The proportion of consumers who did not take a trip to Collier, but visited competing destinations, their motivations, experiences, and planning horizons; The proportion of people who did not take a trip and are not currently planning a to travel; ca The role and effectiveness of advertising in directing travelers to the Naples, Marco Island, Everglades area; H Details of other social networking and consumer generated media sources consulted (i.e., Facebook, Twitter, blogs, TripAdvisor, discussion boards,_ YouTube, etc.); A profile of competing destinations defined by inquiry respondents, identifying , those factors that differentiate these places from the Naples, Marco Island, Everglades area as a destination. 31 Research Data Vision • Solutions Looking at the actual amount spent on advertising and promotion, the total number of inquiries from all sources, conversion rates, and visitor expenditures allows us to calculate a first round R.O.I. to the destination and to determine which strategies and tactics offer the highest profit efficiencies. The Conversion Study will be reported within 45 days of survey completion, both as a written and audio - visual presentation. The report will include an executive summary, methodological statement, our conclusions and recommendations, and detailed tabulations of the study results. Additionally, RDS will provide update impact briefs geared to specific advertising and promotional campaigns. Task 5: Focus Group Research The destination's key domestic and international markets are undergoing significant political, economic, demographic, and financial changes. It is our recommendation, the Naples, Marco Island, Everglades area should consider the funding of a series of focus groups, in -depth interviews (IDI's), or round table discussions in the destination's core domestic markets. Focus groups are an environment in which 3 exploratory research is used to exploit group dynamics and personal interaction to 5 obtain creative input and explore key motivations at work among consumers. Markets targeted for qualitative research will be determined in consultation with CVB staff. To this end, we will prepare an appropriate discussion agenda to direct the interaction of group participants. The agenda offers a logical frame of reference 3 in terms of which the most relevant issues, actionable attributes, and consumer o preferences articulated by the group, are explored. Focus group research allows the destination to: 0 Rate latent consumer motivations and attractability factors that prompt visitation among core markets. Obtain a measure of images and preferences for the Naples, Marco Island, Everglades area as a destination, vis a vis the destination's primary competitors. K Quantify the visitation generation effect of area attractions and events. ro. Determine how well advertising and promotional materials "sell" and persuade consumers to visit the destination. ca E , Test and rate the effectiveness of new creative concepts and positioning =' platforms. Explore the effectiveness of the destination's brand identity among its core visitor — markets. Test consumers' reactions to websites, their messages and usability. 32 16F1 1" Research Data Vision • Solutions III. Cost of Services to the County IN THIS SECTION: • Research Budget: Annual Pricing Model Core Services • Fee Schedule for Billing Special Projects 19 a U a� 0 y U N rn W O O U 1. .W • k Research Data Vision Solutions Tab III: Cost of Services to the County Research Budget: Annual Pricing Model a. Core Services RDS's firm annual fixed fee budget for the research tasks we have proposed in this RFP is as follows (Please see Tab II, Section 5: Detailed Scope of Work, Pages 14-33 in this proposal for detailed rationale for the inclusion of each task) Core Services Tasks Task ia: Visitor Profile Study: Commercial Lodging (H /M /C /C) Task 1b: Visitor Impact Study: In -Home (V F /R) Task ib: Visitor Impact Study: Regional (Day- Tripper) Task 2: Hotel Occupancy and Average Daily Rate Study Task 3: Impact of Tourism Study Task 4: Inquiry Conversion Study Task 5: Focus Group Research (Three Domestic Groups Per Year) Task Budget $47,300.00 N/C N/C 14,500.00 12,500.00 19,000.00 21,600.00 TOTAL CORE RESEARCH PROGRAM $114,900.00 Significantly, RDS's core budget for TDC Research Services includes (at no charge): ' An additional 5o H /M /C /C visitor profile surveys per month; C`, An annual in -home (V F /R) impact study; An annual regional (day- tripper) impact study; The above specified budgets include all costs for developing, editing, pre- testing, validating, and encoding surveys, computer data entry, data verification, programming, cross - tabulations, statistical significance testing, data analysis, and preparation of written reports corresponding to each study. No charges will be made for travel to and from Collier County. 0 0 �o U w 0 L a) y �4 0 0 v a� 0 a� U N 0 0 v H :x ,n. a' 34 Research Data Vision • Solutions b. Fee Schedule for Billing Special Projects Pricing for any additional work requested by the Bureau outside of the scope of the core services research program will be provided as a quote in writing prior to the commencement of work on the special project or study. RDS's corporate blended billing rate for additional services outside of the scope of the contract requested by the TDC or the CVB is $1S5.00 per hour. All invoices for special projects will be based on the real time records of our professionals involved in the study. Any additional costs such as facility charges, participant honoraria, etc. will be passed on to the CVB at cost, without markup. f 0 .o a U 6.1 a U d d CJ O bq U �L a as b :r a� x 0 U a� 0 m a� U N W O Q U F .o r. F A 35 16F1 'Research Data Vision • Solutions W. Experience and Capacity of Firm IN THIS SECTION: • Skills, Abilities, Expertise, and Availability of Staff Assigned to Study • Project Team • Client Communication • RDS's Technical Capacities to Meet Scope of Services • Tourism, Travel, and Hospitality Projects • Other Clients • Total Research Billings (20o6-2010) • Processes/Procedures for Quality Control and Project Management • Definition of the Population/Sample Selection E • Questionnaire Design • Information Taker Training • Survey Execution • Data Processing • Questionnaire Verification • Report Verification • Research Data Vision • Solutions Tab IV: Experience and Capacity of Firm 1. Skills, Abilities, Expertise, and Availability of Staff Assigned to Study a. Project Team RDS was founded in 1979 by Walter J. Klages, Ph.D., a tenured Full Professor of Economics at the University of Central Florida, who spearheaded a team of full -time research professionals to respond to the needs of clients in his consulting practice. It's about the people: Our expertise, skill, and performance in providing marketing, economic, and statistical research services are well recognized in the tourism industry. Our team's experience brings unique credentials and talents to the tasks germane to the scope of the proposal. Thirty years of experience with Florida tourism and hospitality research have given our professionals unmatched understanding and insight into the challenges and opportunities of Collier's industry. The core team assigned to this project has successfully cooperated on RDS destination research projects for over two decades. Most of our professionals hold advanced academic degrees in study fields related to the research assignments of this project. All of our staff members have extensive experience in the fields of market research, statistics, management, economics, or systems analysis. We provide state - of- the -art modeling and statistical software design. Advanced computer facilities and resources are a major facet of our research efforts. However, we recognize that we are not experts at everything. So, in addition to our staff, we have a wide range of advisors with whom we work to provide the most up -to -date, cost - efficient research solutions for our clients. Our vision is to provide our clients innovative research. We want our clients to make profitable decisions based upon timely, targeted, and insightful market intelligence. We combine a core group of research professionals led by established industry experts. We then leverage the effectiveness of the core with a network of external resources. We pride ourselves on developing long -term partnerships with our clients. We will function as an extension of your organization to ensure that the strategic objectives assigned to our team are met with the utmost professionalism. E :J U :7 J rr A.. E w 0 U a U b U G a w H n, 7_ Z 36 Research Data Vision Solutions Pv� Its about ottr ability to pull together: The right. The right The right LS peopte techniques decisions &L RDS has three basic areas of research specialization: The Tourism /Hospitality Industry; Public Utilities Companies; Litigation Support in Business Loss, Anti- Trust, and Utility Rate Cases. The RDS staff that will be assigned to the Naples, Marco Island, Everglades CVB research are primarily focused on Tourism /Hospitality related projects. In this context, these professionals will work simultaneously on Collier assignments and similar projects for other Florida and National TDC /CVB clients. Our staff's current and prior experience provides valuable insights into industry trends and comparable statistics. For more details on the skills, abilities, and expertise of the staff assigned to this study, please see Tab V. Section 1, Pages 47-55• b. Client Communication It is RDS's commitment to keep our clients in the loop every step of the way. From developing survey instruments and focus group protocols to sharing critical industry publications and trends, we proactively inform and collaborate with our clients. All design, sampling, and questionnaire changes and revisions will always be undertaken in consultation with CVB representatives. We realize the importance of being part of the Collier team and will coordinate closely with CVB staff, marketing vendors, and stakeholders. The firm's principals will be available for consultation and to advise on all matters pertaining to market w trends and research. When there is something you need to know, contact us. You can be assured of a prompt response to your question. The results of all of the research RDS implements on behalf of the CVB will be prepared as written and /or audio - visual presentations of major findings. When appropriate, these reports will include an executive summary with detailed strategic and tactical recommendations. Additionally, a summary of the research methodology, sample composition, and sample sizes will also be included. 0 R U r il V w w 0 Z o. U b U a k w H IC V^ N 37 Roy Research Data Vision • Solutions RDS typically provides reports as PDF documents for ease of communications, but also offers Microsoft Word, Excel, and PowerPoint files to meet our clients' information needs. We stand ready to mine the database to answer questions, profile micro markets, or to provide greater insight as needed. 2. RDS's Technical Capacities to Meet Scope of Services Per RDS's best practices, our computer resources and data processing facilities are at the cutting edge. iPad's, Fujitsu and Motion tablets, and HP Mini computers are employed for computer assisted information taking. We utilize remote Internet - based storage products to ensure the security of our databases. To maximize the efficiency, accuracy, and effectiveness of our data collection, processing, reporting, and presentation, RDS maintains the following software resources: For data collection and analysis: dscout FORECAST Pro SPSS SNAP Teleform Quantum /Quanvert WinCross Visual CE t Ex- Sample 4y; Evolver Optimizer Statistica Zoomerang For database and project management, reporting, and presentations: All Clear /Logic Flow C Project 2010 Word 2010 Excel 2010 Access 2010 PowerPoint 2010 Milestones - Maptitude /Business Map /ESRI Business Analyst Online k- Adobe Acrobat Pagemaker v U y 0 0 U y y 0 �n U U J C!] a N i~ 0 U cC G U ^c7 C U T. N .y a k w H .o Z • Research Data Vision , Solutions 3. Tourism, Travel, and Hospitality Projects 16F Final # of Project Project Change Project Description Start Date End Date Budget Cost Orders Research 26.2 with Donna Marathon j Jan. 2011` Feb. 2on, Current Final # of Economic, impact Study Annual Project Change Project Description Start Date End Date Budget Cost Orders On -Going Destinations f dd Research NOV. 2010 i Dec. 2oic) N/ C N/C o Visit St. 1980 Renewed S18o,000.00 Unknown As Petersburg /Clearwater Oct. 201 Oct. 2011 S1,800.00 51,800.00 1 Needed' The Alabama Gulf Coast 1994 On -Going $65,625.00 Unknown As I Convention and Visitors Needed Bureau (Gulf Shores /Orange May 2009 Oct. 2009 $5,000.0o' 85,000.00 0 Beach, Alabama) The Naples, Marco Island, 1999 Mar. 2012 $113,100.00 Unknown ' As Everglades Convention and Needed Visitors Bureau The City of Clearwater 2003 On -Going $9;000.00 Unknown As Clearwater Jazz Holiday Sep, 2011 Nov. 2011 S2,500.00 $2,500.00 I Needed: Amelia Island Tourist 2007 On- Going S42,000.00 Unknown As Development Council Needed Sarasota Convention and 2007 Renewed $126,600.00 Unknown As Visitors Bureau Oct. 2011 Needed Bradenton Area Convention 2oo8 Sep. 2012 $86,850.00 Unknown As and Visitors Bureau Needed Martin iCounty Parks and 2011 On -Going $16,300:00 Unknown As Recreation Department Needed Final # of Project Project Change Project Description Start Date End Date Budget Cost Orders Research 26.2 with Donna Marathon j Jan. 2011` Feb. 2on, $1,500.00 $1,500.00 0' Economic, impact Study Amelia island Film Festival Jan. 2011 Apr. 2oi1 ') S300.00 $300.00 0 Economic' Impact Study Baltimore Orioles Spring NOV. 2010 i Dec. 2oic) N/ C N/C o Training Impact Assessment Bright House Super Boat Oct. 201 L Nov. 2011 S1,800.00 51,800.00 0 National Championship Festival City of St. Pete Beach impact May 2009 Oct. 2009 $5,000.0o' 85,000.00 0 of the proposed expansion of lodging' units; related to the - I St. Pete Beach CRA (RDS has worked on a series of projects since 2005.) I I Clearwater Jazz Holiday Sep, 2011 Nov. 2011 S2,500.00 $2,500.00 I o Economic Impact Study I _'�X. U 41 .O 0 x m F 0 F E w w 0 U v U a w F c �t. a, ;N 39 16V 1 Ro Research Data Vision • Solutions Final # of Project Project Change Project Description Start Date End Date Budget Cost Orders Project Based Tourism, Tx+a�t wind Hospitality Research (cone) Florida— Georgia Football. Oct. 2010 Nov. 2010 81,500.00 $1,500.00 0 j;Classic Economic Impact .Study Jacksonville Jazz Festival May 2011 Jun. 2011 81,500.00 $1;500.00 0' Economic Impact Study 'Konica- Minolta Gator Bowl Dec. 2010 Jan. 201 $1,500.00 $1,00.00 0' Economic Impact Study Loudoun County Virginia May 2009 Aug. 2009 ' $48,500.00 $47159 >9',' o Convention ,and Visitors .Association Advertising U Concept Testing and Brand a� .o Building a Mahaffey Theater Market .Oct. 200; Apr. 2008 ` 826,000.00 826,000.00 0 Potential /Positioning Research 0 Major League Baseball � Jun. 2008 Dec. 2008 $24,000.00' $22,875.00 0 x Economic Impact Analysis Museum of Fine Arts May 2olr- Oct.. 2011 86,300.00 86;00.00 0' > NCAA Basketball Feb; 2010: Mar' 2010 $1,500.00 S1,500.00 0' F Tournament Economic. - Impact Study Ruth Eckerd`Hall Market. Dec. 2010 May 2011 ' $21,500.00 $21,500.00 0 0 H Potential" Research M Salvador Dali Museum Oct. 2008 Feb.. 2009 85,000.00 ' $5,000.00" o Visitor Assessment- w Sarasota — Bradenton Nov. 2010 Dec. 2010 $7,500.00' S7,500.00 0 0 .International Airport (SRQ) U `Outbound Consumer Focus Cq Group U b Seminole County Convention. Nov: 2010 JUL 2011 $7,500.00 8,500.00 ` o- and Visitors Bureau (RDS has has worked on a U worked on a series of series of projects since 1995•) advertising image testing projects since 2004.) w .Southwest Florida Water Sep. 2010 Jun. 2011 810;000.00, $10,000.00 0 Management District Seasonal Resident Duration ! i F Verification/Update (RDS has worked on a series of population � estimation projects. since 2003 .)' , x ,St. Petersburg - Clearwater Sep. 2010 Jul. 2011 $9,500.00 8147250.00 � 1 °International Airport Spring... and Summer Passenger c Research (RDS it N. 40 has worked on a series of projects since 1995•) 0117: Research Data Vision • Solutions Final # of Project Project Change Project Description Start Date End Date Budget Cost Orders Suncoast Offshore Grand Prix May 2011 Jul. 2011 $3,900.00 $3,900.00 ` 0 Boat Race Special Event Research THE PLAYERS Apr.: 2010 May. 2010 $1,500.00; $1,500.00 ' 0 Championship (TPC) Golf Tournament Economic Impact Study Thunder by the Bay Bike Fest Dec. 2011 Jan'. 2012 $3,900.00 ` $3,900.00 0 Economic impact Study 4. Other Clients The following is a list of select clientele for whom RDS has provided non - destination related research over the past five (5) years: ABC Liquor Stores Acura Brevard County L; City of Panama City Beach CVS `. Dodge /Chrysler Ford Motor Company KFC Lee County Parks and Recreation Department Lexus McDonalds Papa Johns Pinellas County Sheriffs Department Pinellas County Utilities c, Pinellas Solid Waste Department Pizza Hut c J y 0 r. 0 a b c U C a �e w H x 41 16F1 Research Data Vision • Solutions Popeye's C Publix Southwest Florida Expressway Authority Subway U -Haul Walgreens Drug Stores Wendy's C Winn Dixie 5. Total Research Billings (2006 - 2010) 2010 ............................................................................ ............................... $1,073,000 2009 .............................................................................. ............................... $943,000 1 2008 .............................................................................. ............................... $895,000 0 2007 ............................................................................. ............................... $840,000 2006 .............................................................................. ............................... $861,000 5 U 6. Processes /Procedures for Quality Control and Project Management iy x Our clear research function is to provide actionable marketing recommendations to our clients. Hence, we are keenly aware that the quality of the research information we provide affects the objectiveness and success of our client's decision - making. LO Thus, data integrity and quality is RDS's primary concern. To this end, we have established a set of strict quality control procedures to ensure the precision and o representativeness of our data and statistics. The planning and management of this research project is crucial to its success. Our U cd responsibility will be the development of a clear and effective management structure defining what is to be achieved and how it is to be achieved. The critical common elements to meet the objectives of this project are: a C Communication; C Commitment• , k W Knowledge; g , Efficiency; E, Skills; C Effectiveness. We will apply an interdisciplinary team approach to manage this research project. Our team is composed of professionals having all the necessary skills, training, and _ experience to plan and implement the project. L ^. 42 RoS Research Data Vision • Solutions RDS's team, led by Walter J. Klages, Ph.D., will employ the following steps in developing our plan for implementing this project: Develop, design, implement, and evaluate activity plans, schedules, estimates of resource requirements for each component or phase of the project; C Review all component plans, identifying inputs and outputs and interrelationships and dependencies; Establish links and consistency within and between components; Assign responsibilities and project tasks; C Track project cost against budget estimates; C Prepare major milestones and overall schedule; Formalize reference dates, the data collection schedule, and budget and resource requirements; Prepare final research plan; Implement on -going review and revision of schedules and assignments as required. Monitoring and controlling is the management function of being and staying informed and reacting to any problems to keep the project progressing according to plan. RDS's project team will assure that the resources assigned to the project are available and are used efficiently and effectively. The core team will make certain that survey plans are properly implemented and that any other necessary corrections and adjustments are made. The project manager will issue instructions and assignments and ensure that they are followed, set performance standards, and follow -up with team members regarding completion of tasks and adherence to schedules. Monitoring is implemented through regular weekly team meetings, discussion, day - to -day contact with project professionals, and through the use of plans and a variety of management information reports. Resource utilization, expenditures, and progress will be tracked and reported. Each team member regularly submits written or verbal reports detailing project progress for their portion of the assignment. Operational data such as response rates, interviewer completion rates, follow -up rates, task completion, production reports, and quality control will be reported and reviewed. Additionally, any unusual findings will be discussed so that critical changes and emerging trends can be communicated to the client expeditiously. We use Milestones and Microsoft Project software to organize, track, and PERT project schedules and completion. y w 0 U a U b c v U N CU �a H x R FA W KKWJ Research Data Vision • Solutions Definition of the PopulationJSample Selection Once the target population is defined, it establishes the universe from which the sampling frame is actually drawn. RDS carefully defines the relevant population and` °` sampling frame for each study. Determination of the size of the sample is based on generally accepted Quality, Actionable Market statistical procedures. Research Findings Questionnaire Design Applying 30 years of experience with Florida tourism, we have formulated an extensive body of relevant methodologies and research instruments. Before any survey is implemented, our clients always have the opportunity to review and approve the questionnaire and research design. Once the survey is approved, pretest interviews are conducted to test the questionnaire wording and flow, as well as respondent comprehension and fatigue. Any problems identified during the pretest interviews are reviewed and, to the extent necessary, questionnaire revisions are undertaken in consultation with our clients. This type of pretest work frequently improves the quality of the survey significantly. G a� 3 y ac Z U y 0. 0 0 a L L v J L a y J O Q. E L w w 0 U O. U ^C y U N x w r N WAA DS Research Data Vision • Solutions Information Taker Training A properly defined population or universe, a representative sample, and clear and precise questions can be depended on to produce trustworthy survey results only if sound interview procedures are followed by competent interviewers. RDS emphasizes interviewer training for every project. We recruit our interviewers very carefully. Our surveyors undergo strict and in- depth training in proper survey techniques and principles. Surveyors are given extra training that pertains to the requirements of the specific questionnaire they will be administering, including execution of simulated surveys. Care is taken to make sure they have a thorough understanding of the purpose of the project, how to approach respondents, how to take a random sample, and how to complete the survey form. Interviewers additionally receive instruction on when to use probes and what to say. In the case of telephone surveys, randomly selected interviews are monitored by supervisors. In the case of face -to -face surveys, in -field supervision and re- training is implemented on an on -going basis. A random sample of the completed surveys are verified by re- contacting the respondents. Additionally, the work completed by each individual information taker is compared for response patterns or inconsistencies that merit retraining. Survey Execution Quality control measures for the actual fielding of the survey instrument include: o ' The surveyor must strictly follow the structure of the questionnaire. To avoid bias when conducting the survey, the surveyor must not provide any suggestions/ subjective explanation or change the phrasing of the questions. w C_ The surveyor must promptly report his /her progress and any problems' 0 encountered so that their supervisors can provide them with assistance. €" Surveyors have to submit their information within the designated period. The b surveyors are not given their next assignment until the Quality Control department has checked and validated their questionnaires. Routine meetings are held to discuss project progress. a k w Our clients are always updated regarding the project's progress. H The project manager has the responsibility of making sure that the project progresses y., as planned and is responsible for taking action to correct any problems that affect the x progress or quality of the project. 0. Research Data Vision • Solutions Data Processing The majority of our face -to -face and telephone data is collected via computer - assisted telephone or personal interviewing (CATI or CAPI). The logical skip patterns and parameters of each survey are programmed in to ensure accuracy and completeness. This facilitates the survey process and greatly improves the quality of the data. Since the interviewers record the respondents answers directly into the computer, this process eliminates data entry and the potential errors associated with y it. For those cases where computer- assisted interviewing is not possible, we use scannable survey forms. RDS employs a full page optical mark and optical character (OMR and OCR) scanner and software. Our data processing scanning procedure includes a verification loop where potentially unclear marks or characters are reviewed and corrected as the dataset is created. Questionnaire Verification For verification, the Quality Control department checks for completeness, reliability, accuracy, and inconsistencies. Questionnaires with incomplete or inconsistent answers are filtered out. To assess the impact of non - response to a particular question, we analyze the differences between those who answered and those who did not answer. Procedures to address the problem of missing data include re- contacting respondents to obtain missing answers (if possible) and using the respondent's other answers to predict the missing response. The Quality Control department also analyzes and categorizes any open -ended responses. All coding frames are reviewed and approved by project managers. A random sample of coded responses are reviewed and verified. Report Verification The results of all key statistical analyses and conclusions drawn from research are reviewed by an RDS analyst not directly involved with a given project. As part of our quality assurance service, all reports that are submitted to our clients go through our panels of project managers, experts, and senior consultants. The process includes verification of language, data, and content of the reports to ensure that our clients receive the highest quality. 16 w 0 U CZ U CZ R U G qJ x w F r i Lei 1. Resumes of Leadership Team Dedicated to the NME CVB Project a. Leadership Team The RDS professionals who will be directly involved in this project and assume supervisory responsibilities are: WALTER 1. KLAGES, Ph.D. Executive -in- Charge Since 1979, Dr. Walter Klages, President of RDS, has worked with a variety of clients providing the marketing intelligence needed to insure product and service viability and bottom -line profits tailored and sequenced to meet client needs. He will direct the project and function as Executive -in- Charge. Dr. Klages has provided market research services to destinations and CVB's since he started RDS as a business. He brings a comprehensive vision of destination and CVB research services to the tourism industry. Dr. Klages has designed, executed, analyzed, and presented results from research studies for clients for over 30 years. His extensive experience in research covers a a wide variety of topics including branding, new concept development and positioning, customer and employee satisfaction, and performance assessments. Dr. Klages has pioneered many of the "best practices" in destination market research o and visitor studies. He specializes in supporting CVB's in building their direct marketing strategies, boosting the destination's market presence, establishing interactive relationships with their customers, and increasing hotel occupancy and ADR's. While on the faculty of the University of Central Florida, under a grant from N the Florida Department of Commerce, Dr. Klages coauthored the input- output model for the Central Florida sector. He is an active member of the American Statistical Association, the Florida Restaurant and Lodging Association, Skdl, and a charter member of Visit FLORIDA. H Dr. Klages has previously served as an independent business and economic answers are always consultant to a variety of corporations in the hidden in the data." — U.S., Canada, and Europe. Over the last 35Y years, he has been deeply involved with tourism and public opinion research projects in the State of Florida and the United States. 47 NZ C C : Research Data Vision • Solutions c Dr. Klages' perspective from his 15 years of academic teaching experience with U.S. and Canadian universities combined with his real world business experience gives him the ability to identify and clearly convey the meanings behind the statistics. He currently serves as a consultant to local, state and federal agencies and private organizations. Dr. Klages is qualified as an economist and statistician to present expert witness testimony. Over the years, he has received many honors, including the following: Fulbright Scholar, 1962; Assistant to the Institute of Economic Geography at the University of Munich, 1961 -62; member of Omicron Delta Epsilon, Honor Society in Economics; member of Beta Gamma Sigma, Honor Society in Business Administration; member of Alpha Kappa Psi, Professional Honor Society in Business, Federal Republic of Germany (F.R.G.) Cultural Exchange Fellowship, 1963; Lilly Foundation Scholarship, 1964; Vice - President of the Southwestern American Association of the Advancement of Slavic Studies, 1969 -7o; Regional Representative for the Eastern Economic Association, 1974 -1984; American Statistical Association (ASA) 1992 - present; Florida Restaurant and Lodging Association 1998 — present; Skdl International Association of Travel and Tourism Professionals 2000 —present; Founding Partner of Visit FLORIDA. Education: B.A. (equiv.) University of Munich, Munich Germany, 196o Cand. Rer. Pol. Economics, University of Munich, 1962 55 Major field: Resource Economics, Statistics, Input- Output Modeling Exchange Student: — Faculte de Droit et des Sciences Economiques, Paris, France, 196o -1961 London School of Economics 1961 -1962 Major field: Regional Economics and Planning o Cultural Exchange Fellowship (U.S. /F.R.G.): Southern Methodist University 1963 -1964 w University of Alabama 1964 -1967 b N Ph.D. University of Alabama, 1967 Major field: Economics and History Academic Lecturer, University of Alabama 1964 -1967 Employment: Assistant Professor, University of Alabama 1967 -1968 ' Assistant Professor, York University, Toronto 1968 -1971 Associate Professor, Florida Technological University 1971 -1976 = Professor (tenured) Department of Economics, University of Central Florida, 1976 -1983 48 C : Research Data ' Vision • Solutions ANNE WITTINE Director of Quantitative Research Education: B.A., University of South Florida, Tampa, FL Major field: Mass Communications /Advertising Ms. Wittine will function as liaison between Bureau staff and RDS and will supervise research analysis. She will also be involved in preparing presentations for the Bureau. Ms. Wittine manages customer - focused intelligence, insight, and analytical solutions across all client engagements. She is responsible for the overall management of project deliverables, including quality assurance. Other responsibilities include increasing productivity and efficiency in the tabulation and report planning process, and supervising the coding department. With 20 years of marketing research experience, Ms. Wittine has demonstrated analytical consulting experience across a diverse range of industries and services; both public and private clients. Her experience is apparent as she proactively understands and anticipates client reporting and analysis needs. With an inherent curiosity and a keen sense of determination, Ms. Wittine is an excellent fit within RDS's leadership team. Her experience lies in developing proprietary marketing software, the use of statistical software packages (SPSS, Snap, WinCross, Visual CE, Quantum, Excel, and Access) and the application of statistical methods and procedures to analyze visitor profiles and gauge market potential. Ms. Wittine is in charge of the preparation and production of client reports. Since joining RDS in 1989, she has been involved with a wide variety of research projects including image studies, consumer opinion research, advertising effectiveness testing, and marketing strategy studies. Prior to joining RDS, Ms. Wittine worked for two years for Semco Printing as a graphic artist managing all aspects of pre - printing production. With Ms. Wittine's combination of desktop publishing background, her innate analytical skills, and hands -on research experience, she brings a special blend of talents to the Collier County project. Clients know they can call on her for any data request or reporting need. Delivering a quality work product is Ms. Wittine's passion. 7 r W"A 77ttudv's findings are only as L good as the data collected." iv ,n E H 0 a� a k y U N a .n H L. N FA s ,; /f Research Data Vision • Solutions CLAIRE KLAGES Vice President, Qualitative Research Education: B.A. Geography M.A. University of Florida Major field: Urban & Regional Planning Ms. Klages is Vice President of Qualitative Research Services. She will be in charge of focus group implementation for this project and will assume project supervisory responsibilities. At RDS, her primary responsibilities include the development and implementation of new software systems, assisting in the production and presentation of marketing data, and overseeing employees. Educated and trained as an Urban Planner, with a degree from University of Florida in Urban and Regional Planning, Ms. Klages worked for professional engineering and design firms on area land use development projects. While at Environmental Associates, Inc., she assisted in producing environmental impact statements, rezoning materials, and land use reports for major utilities and state departments. At Gee & Jenson, Inc., Ms. Klages worked with large community development districts procuring the designated infrastructure approvals and tax districting designation. Ms. Klages has over twenty (20) years of moderating experience. She has conducted thousands of focus groups and in -depth interviews. She has completed extensive specialized training, including QRCA courses in `Qualitative Market Research' and `Moderating Skills', as well as `hands on' training. Her work has run the gamut of qualitative and quantitative techniques using a broad variety of innovative interview methods. She delights in creating projective qualitative approaches that delve into customers' and employees' thinking to uncover new and actionable insights, and is a firm believer in integrating data from multiple sources to isolate and validate key insights and provide a holistic view. Ms. Klages brings to this project a unique combination of talents and experiences that include: Land use / planning background; ,C Extensive moderating experience and a passion for facilitating focus groups; C Expertise in Microsoft Office applications. :J 'C E H 0 zy w N U N CL E_ E_ y., 50 7,111 Research Data Vision • Solutions While at RDS, Ms. Klages has provided facilitation for hospitality clients curious about such hot topics as: Road trips, day trips, and weekend getaway visitation; Fall travel market season; .` Destination brand personalities; Travel motivations and destination selection; Adverting campaign testing and effectiveness evaluation; The role of Internet and web usage in destination selections; Vin;. Hotel amenities and service expectation among leisure and business guests; Customer satisfaction for resorts, airlines, and attractions; := Warm weather destination competition rankings; w; Consumer attitudes and uses of public transportation; Travel trends with meeting and association planners. Ms. Klages is Vice President and the Secretary /Treasurer of RDS. NICOLE DeANGELIS Project Director Education: B.S., University of Tampa, Tampa, FL Major field: Marketing Ms. DeAngelis functions as Project Director at RDS. She is involved in the scheduling and management of the collection of primary and secondary data for our clients. She has extensive experience in both qualitative and quantitative data analysis. She is involved in programming statistical tabulation software and database management, writing client reports, compiling focus group results, data coding and analysis, supervision of the field- research team, questionnaire logic testing, and general data verification and editing. Prior to joining RDS in 2007, Ms. DeAngelis was an Intern for the Contemporary Marketing Team at Busch Gardens. She received in -depth training in several areas of operational marketing, including developing and conducting in -depth interviews with meeting planners to gather information about promoting the Park as a venue for corporate events. F n c, E. Cz Cz H w 0 (U a w In U N U N a F r- Lr: a. 51 Research Data Vision • Solutions c ANN F. HARRISON F Psychographic Research R Education: B.A., Rhodes College, Memphis, TN M.A. Memphis State University, Memphis, TN Major field: Psychology Ms. Harrison develops psychometric lifestyle models (regression /time series) and helps to produce RDS's long- term forecasts for our clients. Ms. Harrison has developed interactive database management systems (using SPSS macros) for the manipulation of statistical data. Her area of specific expertise is developing innovative marketing research solutions that align with organizational needs to increase market share and profitability. She has a wealth of experience in undertaking projects for government and other public sector institutions. Ms. Harrison has been actively involved in measuring the impacts of tourism activity, market position, and emerging opportunities. Since joining RDS in 1986, she has been involved in measuring economic trends, as well as changes in tourism supply and demand for our clients. IMMINE RIZZO Market Research Data Analyst Education: B.B.A., University of Miami, Coral Gables, Florida M.B.A., University of South Florida, Tampa, Florida Major field: International Finance and Marketing Ms. Rizzo is an analyst with RDS. She is involved in programming statistical tabulation software and database management. She has extensive experience with SPSS, WinCross, Access, and Excel. She is well versed in qualitative and quantitative methodologies including computer- assisted telephone interviewing, face -to -face intercepts, and online panels. She is fluent in Spanish. Before joining RDS in 1999, Ms. Rizzo worked for five years with PanAmSat as a Manager of Global CDV Systems. Her responsibilities included: Management and supervision of global compressed digital video systems and supporting personnel; L4 E CZ c a x w v U N a CZ H n 52 Roy Research Data Vision - Solutions i Training supporting personnel in basic understanding of PAS digital controlling systems; Performing value added customer support to customers /programmers and their respective affiliates for PanAMSat satellite fleet; Organization and distribution of special projects and reporting functions to upper management; Coordination of customer integration into digital controlling system. She also interned with the US Department of Commerce working with their local exporters index as well as performing industry research in the National Trade Data Bank and the Commercial Information Management System. MARJORIE ZIFF- LEVINE Field Services Manager Education: B.S., Pennsylvania State University, State College, PA M.A., University of Pennsylvania, Philadelphia, PA Major field: Education and Counseling Ms. Ziff - Levine is the Field Services Manager for RDS. She brings broad -based experience in counseling, teaching, and managing diverse groups of children and adults of all ages and backgrounds. Her experience includes: Weichert Realtors and Prudential, Fox & Roach Real Estate Sales Latchkey Concepts and Help Counseling Center Mental Health Counselor and Therapist Charles Drew Mental Health Center and Cozen & O'Connor Law Firm Director of Human Resources The Einstein Consulting Group Director of Operations Philadelphia Public Schools Career Counselor /Training Consultant /Teacher At RDS, she is involved in the collection and management of primary and secondary data and the training and supervision of information takers. Ms. Ziff - Levine's experience and background makes her highly skilled at capturing the essence of consumers' motivations and opinions. Ms. Ziff - Levine is a Collier resident. r. r✓ J v 'c a J z v ti _U .b y y b c x H 0 m a x w b a� N U a F 53 Research Data Vision Solutions JANET HOME Quality Supervisor Education: B.A., Elmhurst College, IL Major field: Business Administration 16F1 � Ms. Home is the Quality Supervisor for RDS. She joined RDS's team in 1999 and brings to the table wide- ranging experiences in finance and business management. She is extremely accurate and detail oriented. She oversees the verification and validation of RDS's project data as well as being involved in the econometric forecasting and modeling for our clients. Ms. Home is also responsible for the financial management of the company and oversees the Administrative, HR, and Legal project teams. Additionally, she is responsible for project time keeping and billing and has extensive experience invoicing governmental clients. For this project, her role will include supervisor responsibilities and quality control. MICHELE BOONE Industry Liaison Education: B.A., University of Toledo, Toledo, OH Major field: Business Ms. Boone coordinates RDS's contacts with the tourism industry and collects primary occupancy, average daily rate and related information. She joined RDS last year, bringing extensive experience in accounting, human resources, and customer service /outreach. Ms. Boone also functions as RDS's review specialist, providing database control and validation. F= cz cz 4 c.J Qi C a H 0 Cna x w U N C F� ^a 7— w r�. L^ u 54 Research Data Vision • Solutions KATHY ROGERS Field Supervisor Education: B.A., Pierce Business School, Philadelphia, PA Major field: Computer Systems and Medical Records 6F1 + Ms. Rogers is a Field Supervisor for RDS. She is involved in the collection of primary and secondary data and the supervision of data collection. Prior to joining RDS in 2011, Ms. Rogers' broad based sales and administrative experience gave her the ability to organize, manage, and communicate effectively. Her responsibilities included improving accuracy 4 and efficiency, training, and work flow management. With RDS, she uses her strong team building and interpersonal skills to ensure the quality of our data collection efforts. Ms. Rogers is a Collier resident. MARGOT GEORGE Visitor Profile Specialist Ms. George has been a Visitor Profile Specialist with RDS since 2008. She collects primary visitor data. Ms. George has extensive experience in customer and public relations and loves talking to people. She speaks German. ROSIE PANNONE Visitor Profile Specialist Ms. Pannone is a Visitor Profile Specialist for RDS. She is involved in the collection of primary and secondary data. Ms. Pannone has been with RDS since 2001. She comes to us with extensive experience in the travel and hospitality industry. She loves the opportunity to talk to people and is very comfortable interacting with consumers from all walks of life. ti lu E U a) H 0 ID m a x w b ct cc a CZ h 55 s Research Data Vision • Solutions b. Advisors MICHAEL H. TRUSCOTT, Ph.D. Dana Professor, Economics Education: Ph.D. Economics, Louisiana State University, LA M.B.A. Memphis State University, TN B.A., Education, Southwestern at Memphis, TN Dr. Truscott is an expert on all aspects of global finance and economics, from the problems of emerging nations to the intricacies of exchange rate fluctuations in the global economy. He teaches Principles of Macroeconomics; Seminar in Economics (Senior Capstone Course); Macroeconomics and Global Issues (MBA) at the University of Tampa. Dr. Truscott directs his research to focus on areas where it can be applied to either real world situations or to the more effective teaching of economic principles. Consequently, he uses cutting edge behavioral simulations to teach complex international trade concepts and has published on the subject in professional journals. He is very knowledgeable on how a country's balance of trade and balance of payments affect its economy. Dr. Truscott's extensive background with exchanges rates, econometrics, and situational analysis will be invaluable in our estimations of the impact of tourism and our forecasting of tourism trending. N. RONALD BENNETT, C.P.A. Fiscal, Tax, and Feasibility Analyst Education: B.S. Bachelor of Aerospace Engineering (with high honors), Georgia Institute of Technology, Atlanta, Georgia M.B.A. in Finance, Florida State University, Tallahassee, Florida Mr. Bennett is a CPA and has prepared business valuations for estate tax purposes and performed audits of governmental entities, nonprofit organizations, and for -profit businesses. He focuses on internal controls, management information systems reviews, and staffing requirements. Mr. Bennett also provides tax services for corporations, partnerships, nonprofit organizations, trusts, estates, retirement plans, and individuals He is experienced in accounting, auditing, management 0 ti L4 CZ c H 0 CU w W N Ri U n H N 56 Research Data Vision - Solutions consulting, and financial management and has extensive government billing experience. He is also a statistician by training and oversees developing simulation, feasibility, and forecast models for client projects. Mr. Bennett is an expert in taxes and fiscal impacts and assists in developing Value of Tourism statements. He has worked with RDS as an advisor since 1997. STEPHEN 1. PREISACH IT and Programming Mr. Preisach has completed system design work for many mini and micro based computer projects and has experience working with people as a manager, in training sessions, and through telephone customer support. He designed and presented classes on commercial and custom software. Mr. Preisach has extensive experience with custom software programming. He will provide technical support, maintain RDS's network, and write custom software for managing clients' databases. 2. Subcontractors RDS performs all research services in- house. Although no subcontractors or sub - consultants are used, RDS maintains relationships with numerous advisors whose expertise can be called upon as needed. Dr. Walter Klages, President of RDS, will direct the project, overseeing all aspects of research, and functioning as Executive -in- Charge. v, C U c3 G U CC N F 0 CU a X W N Cz U F n, w e., 57 Z1411 From:Visit Stpete- clearwater 7274647222 01/0412012 10:23 #442 P.0011001 16F1 +� • Attachment 9: Reference Questionnaire • Reference Questionnaire for Research Data Services, Inc. (Name of Company Requesting Reference Information) Waiter J. Klages, Ph.D. Name: D.T. Minich, CDME Company: Visit St. Petersburg Clearwater (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email: DT@VisitSPC.com VisitSPC.com FAX: (727) 46ei -7222 Telephone: (727) 464 -7200 Collier County is implementing 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 firmfindividual again) and 1 representing that you were very unsatisfied (and would never hire the firm /indivdival 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: Research Services Completion Date: September 30, 2013 Project Budget: $161,700 per Year (Core) Project Number of Days: 730 Change Orders -Dollars Added: As Needed Change Orders - Days Added: NIA v item 1 Criteria Ability to manage the project costs (minimize change orders to scope). Score 10 2 Ability to maintain project schedule (complete on -time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 10 5 Professionalism and ability to manage personnel. 6 Close out project process (final product turnover, invoices; manuals or going forward documentation, etc.) 10 10 7 Ability to verbally communicate and document information clearly and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow County policies, procedures, rules, regulations, etc. 10 10 Overall comfort level with hiring the company in the future (customer satisfaccti! ). 10 TOTAL SCORE OF ALL ITEMS 100 Please FAX this completed survey to: 813 223,2986 By January 12, 2012 16F1 .. . i nt�, Attachment 9: Reference Questionnaire Solicitation: 11 -5766 TDC Research Reference Questionnaire for: Research Data Services, fnc. (Name of Company Requesting Reference Information) Walter J. Klages, Ph.D. (Name of Individuals Requesting Reference Information) Name: Virginia J. Haley, CDME Company: Sarasota Convention & Visitors Bureau (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email: VHaley@sarasotafl.org FAX: (941) 955 -1929 Telephone: (941) 955 -0991 ext. 107 Collier County is implementing 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 /indivdival 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: Market Research Completion Date: September 30, 2014 Project Budget: $126,600 per year (Core) Project Number of Days: 1,095 (Three Years) Change Orders - Dollars Added : As Needed Change Orders - Days Added: NIA Item Criteria Core:..!` 1 Ability to manage the project costs (minimize change orders to scope). .. _ 10 2 Ability to maintain project schedule (complete on -time or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Close out project process (final product turnover; invoices; manuals or going forward documentation, etc.) 10 7 Ability to verbally cornmunicate and document information clearly and succinctly. 10 8 Abiltity to manage risks and unexpected project circumstances. 10 9 Ability to follow County policies, procedures, ruies, regulations, etc. 10 10 Overall comfort level with hiring the company in the future (customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS 100 Please FAX this completed survey to: (813) 223 -2986 „ By January 12, 2012 01/10/2012 16:42 19417291820 MANATEE CONV CTR PAGE 01/01 16F R�eeip Attachment 8: Reference Questionnaire Reference Questionnaire for: ReSearch Data Services, Inc. (Name of Company Requesting Reference Information) Walter J. Mages, Ph.D. (Name of Individuals Requesting Reference Information) Name: Debbie Meihls, CDME company Bradenton Area CVB (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email: Debbie.Meihls @BACVB.com FAX: (941) 729.1820 Telephone: (941) 729 -9177 Ext232 Collier County is implementing 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 sabsifed (and would hire the firm /individual again) and 1 representing that you were very unsatisfied (and would never hire the firm /indivdival 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: Professional Marketing Research Services Project Budget $86,850 per year (Core) Change Orders - Dollars Added : As Needed Completion Date. September 30, 2012 Project Number of Days: 1 690 Change Orders - Days Added: NIA Item 1 Criteria Ability to manage the project costs (minimize change orders to scope). Score 10 10 2 Ability to maintain project schedule (complete on -time or early), 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 10 10 a Close out project process (final product turnover; invoices; manuals or going forward documentation, etc.) 7 Ability to verbally communicate and'document infrxrnatlon clearly and succinctly. 8 Abiltity to manage risks and unexpected project circumstances. 10 10 i p 9 Ability to follow County policies, procedures, rules, regulations, etc. 11) Overall comfort level with hiring the company in the future (customer satisfaction), TOTAL SCORE OF ALL ITEMS 100 Please FAX this completed survey to: (813) 223 -2986 By January 1120112 Vi /VJ /4V14 lun 1f ;1V rAA cr County Pa,[h:.arg Attachment 9: Reference Questionnaire Solicitation: 11 -5766 TDC Research Services Reference Questionnaire for: Research Data Services, Inc. (Name of Company Requesting Reference Information) Walter J. Klages, Ph.D. (Name of Individuals Requesting Reference Information) 16F1 Name: Gil Langley, CAE Ccmpany: Amelia Island TDC (Evaluator completing reference questionnaire) (Evaluator's Company completing reference) Email: glangiey @amelialsland.com FAX: (904) 432 -8417 Telephone: (904) 277 -4369 Collier County is implementing 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 firmr~nd vidual again) and 1 representing that you were very unsatisfied (and would never hire the firm /indivdival 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: Visitor Profile Research Services Completion Date: On -going Project Budget: $42.000 per year (Core) Project Number of Days: On -going Change Orders - Dollars Added : As Needed Change Orders - Days Added: N/A Item Criteria Score 1 Ability to manage the project costs (minimize change orders to scope). 10 2 Ability to maintain project schedule (complete on -tirne or early). 10 3 Quality of work. 10 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 e Close out project process (final product turnover; invoices; manuals or going forward documentation, etc.) 10 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 County 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 100 Please FAX this completed survey to: (813) 223 -2986 By January 12. 2012 Ai2;s Pwchawcr Attachment 9: Reference Questionnaire 11- 5766 TDC Research Services Reference Questionnaire for: Research Data Services, Inc. (Name of Company Requesting Reference Information) Walter J. Klages, Ph.D. (Name of Individuals Requesting Reference Information) Name: IMya Surrency (Evaluator completing reference questionnaire) Email: myas @smithandsurrency.com FAX: 16F1' " Company: Visit Jacksonville (Evaluator's Company completing reference) Telephone: (904) 982 -4915 Collier County is implementing 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 /indivdlual 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: Research Services Completion Date: June 14, 2011 Project Budget: $39,500 per year (Core) Project Number of Days: 1,352 Change Orders - Dollars Added : As Needed Change Orders - Days Added: NIA "Awl 1 Ability to manage the project costs (minimize change orders to scope). 10 2 ! Ability to maintain project schedule (complete on -time or early). 8 3 Quality of work. 9 4 Quality of consultative advice provided on the project. 10 5 Professionalism and ability to manage personnel. 10 6 Close out project process (final product turnover; invoices; manuals or going forward documentation, etc.) 10 7 Ability to verbally communicate and document information clearly and succinctly. g 8 Abiltity to manage risks and unexpected project circumstances. g 9 Ability to follow County poiicies, procedures, rules, regulations, etc. 10 10 Overall comfort level with hiring the company in the future (customer satisfaction). 10 TOTAL SCORE OF ALL ITEMS 95 Please FAX this completed survey to: (813) 223 -2986 By January 12, 2012 Research Data Vision • Solutions VII. Acceptance of Conditions 6F1 a 0 w a U C.' a N U U v:. Y • Research Data wj Vision • Solutions Tab VII. Acceptance of Conditions Research Data Services, Inc. hereby agrees to comply with all items, terms, conditions, and specifications detailed in your Request for Proposal 11 -5766. Research Data Services, Inc. agrees as a pre- condition of consideration, that, if selected to provide research services for this project, we will provide Certificates of Insurance in accordance with all of the County's insurance requirements as outlined in Exhibit IV, Page 18 -19 and Attachment 8 of RFP Number 11-5766. Research Data Services, Inc. certifies that we have sufficient financial capacity, working capital, and other financial, technical, and management resources to perform the contract, as well as the necessary personnel, facilities, equipment, and ability to complete the work specified in this Proposal in a satisfactory manner within the time frames specified. Research Data Services, Inc. agrees as a pre- condition of consideration, that we will enter into a contract agreeable to Collier County and the Naples, Marco Island, Everglades Convention and Visitors Bureau containing a "hold harmless" indemnity clause. Research Data Services, Inc. shall observe and obey all laws, ordinances, rules, and regulations of the federal, state, and local municipality, including Immigration Laws, Equal Opportunity Employment (EEO), Minority Business Enterprise (MBE), and OSHA which are applicable to the services supplied under this contract. Also, we will have or obtain all necessary permits or licenses required for the operation of said business. Research Data Services, Inc. has a corporate recycling policy. Our program includes routinely utilizing recycled products including paper and toner cartridges. We recycle used white paper, cardboard, toner cartridges, and ink jet cartridges. We dispose of batteries, equipment, and solvents in a responsible manner, as well as promote environmentally safe behaviors with awareness posters and information in the office. This proposal is printed on paper that is 3o% recycled content. In the event of a public emergency, disaster, hurricane, tornado, flood, or other act of God, Research Data Services, Inc. will give Collier County "first priority" for goods and services. 0 b c 0 U w 0 a� U a U U 5 E- H y., E. ^. N 59 Research Data 16F y, Vision Solutions Conflict of Interest Certification: The undersigned proposer hereby certifies that he is not, and will not be violating either directly or indirectly any conflict of interest statute or any other applicable statute or principle by his performance of this service. I hereby agree to abide by all conditions of this Request for Proposal and certify that I am authorized to sign this proposal for the proposer. Signed this 17th day of January, 2012, in Tampa, Florida, County of Hillsborough. Authorized Signature: a ter . Kla s, Ph.D. President RESEARCH DATA SERVICES, INC. 777 South Harbour Island Boulevard Suite 26o Tampa, Florida 33602 — (813) 254 -2975 0 �o c 0 U • p� �a w 0 U Y, U CZ n� x W up t^ i� W N. 6o f: ,?! Collier County Online Bidding System - Active Solicitations a giiActive Solicitations Act. ?, ie Solicitation Title: TDC Research Services Solicitation Number: 11 -5766 Iki�l'P.J Solicitattan Summary (5oeeffieations. Terms, and Conditions I Q&A I. Planholders My Currerrt So6cltafions Agency: Collier County Purchasing My Profile Contact: Sgottlohnsonitbcolliergov_ net My Ccrnmoditle. Solicitation Starts: Thursday, December 15, 2011 3:00:00 PM Eastern Solicitation Ends: Wednesday, January 18, 2012.3:00:00 PM Eastern Lotjout Q&A Deadline: Friday, January 13, 2012 12:00:00 PM Eastern Submission Method: Manual .......... ........ ....... _.............. _.. .......... __.._..._.. Commodity .._._...._... - -...__._._.__._...... '1,, 91503 - Advertising /Public Relations 91503 - Mailing Services (Includes, Printing, Addressing, Collating, Packaging, Sorting and Delivery Q& The deadline for asking questions has passed. 16F lPag� w ' o1 Subcommudlty (other) (other) (1/11/2012 12:39:19 PM Eastern) Question: Re: Task #1 - For pricing purposes can you quantify how many of each of these types of interviews you would want? Re: Task #2 - How many surveys do you want conducted monthly and via what methodology? Re: Task #4 - How many inquiries do you receive annually? Re: Task #5 - Do you want us to provide a per focus group price? slow many groups should we assume? Who would the target audience be? (This wo'ild afrect the size of the incentive.) Attachment 5 is an Affidavit for Claiming Status as a Local Business - is it a requirement for ;:his project that the prime be a Local Business? Is there an incumbent on this project? If yes, who is It and what was the previous budget? (1/12/2012 3:56:59 PM Eastern) Answer: We ask for a minimu ti of 100 completed intercept interviews per month from a mix of locations including hotels, vacation rentals, airport, and special events. We have 80 Motels in Collier County and the goal is to include all of them in a monthly survey conducted by phone, fax or email depending on the property preference. From consumer sources we receive approximately 100,000 requests for information per year. A bulk price for the three groups will be sufficient. minimum of 3 focus groups per yE>ar,.twd con er groups in large visitor feeder cities (one in -state and one out of state) and one meeting planner group in state Affidavit for Claiming Status as a Lop s It is not a requirement that the firm be a local business. However, there does need to be a local team of trained interviewers for the intercepts. Tha incu is Research Data Services. Irc wi -h local interviewers in piece. The last Fiscal Year's budget was $114,000. �t s itiiga:SGii�itdflMi l.i5kl isi: -`^- -. 0iiiine aidding Sr" Ott Version 1.0 rre&L .d L-, vi—n 111te reet http: // bid. colliergov .netfbid /default.asp ?id= 56582025- 7202 -42B 1- AF38- E9B9BC6E74DD &show... 1/16/2012 16F I I ill Attachment 2: Vendor Check List IMPORTANT: THIS SHEET MUST BE SIGNED. Please read carefully, sign in the spaces indicated and return with your Proposal. Vendor should check off each of the following items as the necessary action is completed: ® The Proposal has been signed. ® All applicable forms have been signed and included, along with licenses to complete the requirements'of the project. ® Any addenda have been signed and included. ® The mailing envelope has been addressed to: Collier County Government Purchasing Department 3327 Tamiami Trail E Naples FL 34112 Attn: Scott D. Johnson, Procurement Strategist ® The mailing envelope must be sealed and marked with Solicitation 11 -5'766 TDC Research Services and 1/18/2012. ® The Proposal will be mailed or delivered in time to be received no later than the specified due date and time. (Otherwise Proposal cannot be considered.) ALL COURIER- DELIVERED PROPOSALS MUST HAVE THE RFP NUMBER AND TITLE ON THE OUTSIDE OF THE COURIER PACKET. Name of Firm: Research Data Services, Inc. Address: City, State, Zip: Telephone: Email: Representative Signature: Representative Name: 777 South Harbour Island Boulevard, Suite 260 Tampa, Florida 33612 (813) 254 -2975 WJKlages @KlagesGroup.com or esearch @KlagesGroup.com Walter J. Klages, Ph, D., President Date January 17, 2012 11.57156 G /Current Template- SolicitationslRFP _Non_CCNATemplate_06012011 27 16F1 r Attachment 3: Conflict of interest Affidavit By the signature below, the firm (employees, officers and /or agents) certifies, and hereby discloses, that, to the best of their knowledge and belief, all relevant facts concerning past, present, or currently planned interest or activity (financial, contractual, organizational, or otherwise) which relates to the proposed work; and bear on whether the firm (employees, officers and /or agents) has a possible conflict have been fully disclosed. Additionally, the firm (employees, officers and /or agents) agrees to immediately notify in writing the Purchasing /General Services Director, or designee, if any actual or potential conflict of interest arises during the contract and/or project duration. Firm: Signature and Date: Print Name Title of Signatory President State of Florida County of Hillsborough vvaaer i. ruages, rn.u. to before me this 4 day of 2012 ` who 0ersonallyme to be the for the Firm, OR v4ho produced the following I -- V µr r EDEN R CASrLEMM My Commission Expires - * ! C01�1 ISSION#EE100134 E�4PI.— Wool 30,30 , J�repF Baded FhM & dpet No4ry Se rm 11 -5766 G /C:urrent TemplateSolicitations\RFP_Non CCNATemplate_06012011 28 co un 16F1 AdMini Smvim Is futati rV . Attachment 4: Vendor Declaration Statement BOARD OF COUNTY COMMISSIONERS Collier County Government Complex Naples, Florida 34112 RE: Solicitation: 11 -5766 TDC Research Services Dear Commissioners: The undersigned, as Vendor declares that this proposal is made without connection or arrangement with any other person and this proposal is in every respect fair and made in good faith, without collusion or fraud. The Vendor agrees, if this proposal is accepted, to execute a Collier County document for the purpose of establishing a formal contractual relationship between the firm and Collier County, for the performance of all requirements to which the proposal pertains. The Vendor states that the proposal is based upon the proposal documents listed by Solicitation: 11 -5766 TUC Research Services. (Proposal Continued on Next Page) 11 -5'766 G1Current Template-Solicitations \RFP_Non_CCNATemplate_06012011 29 16F -I Send payments to: (required if different from above) Contact name: Title: Address: City, State, ZIP Telephone: FAX: Email: Office servicing Collier County to place orders (required if different from above) Contact name: Title: Address: City, State, ZIP Telephone: Additional Contact Information Same Same Email 11 -5766 Gl-urrent Template- SolicbUonslRFP_Non CCNATemplate_06012011 30 PROPOSAL CONTINUED IN WITNESS WHEREOF, WE have hereunto subscribed our names on this 17th day of January, 2012 in the County of Hillsborough, in the State of Florida. I Firm's Legal Name: Research Data Services, Inc. Address: 777 South Harbour Island Boulevard, Suite 260 City, State, Zip Code: Tampa, Florida 33602 Florida Certificate of 637933 Authority Document Number: Federal Tax Identification 59- 2042612 Number Telephone: (813) 254 -2975 FAX: (813) 223 -2986 —� Signature by: (Typed and written) '> _=- ------ Walter J. Klages, Ph.D. Title: President Send payments to: (required if different from above) Contact name: Title: Address: City, State, ZIP Telephone: FAX: Email: Office servicing Collier County to place orders (required if different from above) Contact name: Title: Address: City, State, ZIP Telephone: Additional Contact Information Same Same Email 11 -5766 Gl-urrent Template- SolicbUonslRFP_Non CCNATemplate_06012011 30 16F1 Attachment 5: Affidavit for Claiming Status as a Local Business Solicitation: 11 -5766 TDC Research Services (Check Appropriate Boxes Below) State of Florida (Select County if Vendor is described as a Local Business ❑ Collier County ❑ Lee County Vendor affirms that it is a local business as defined by the Purchasing Policy of the Collier County Board of County Commissioners and the Regulations Thereto. As defined in Section XI of the Collier County Purchasing Policy; A "local business" is defined as a business that has a valid occupational license issued by either Collier or Lee County for a minimum of one (1) year prior to a Collier County bid or proposal submission that authorizes the business to provide the commodities or services to be purchased, and a physical business address located within the limits of Collier or Lee Counties from which the vendor operates or performs business. Post Office Boxes are not verifiable and shall not be used for the purpose of establishing said physical address. In addition to the foregoing, a vendor shall not be considered a "local business' unless it contributes to the economic development and well -being of either Collier or Lee County in a verifiable and measurable way. This may include, but not be limited to, the retention and expansion of employment opportunities, the support and increase to either Collier or Lee County's tax base, and residency of employees and principals of the business within Collier or Lee County. Vendors shall affirm in writing their compliance with the foregoing at the time of submitting their bid or proposal to be eligible for consideration as a "local business" under this section. Vendor must complete the following information: Year Business Established in ❑Collier County or ❑ Lee County: N/A Number of Employees (including Owner(s) or Corporate Officers): 22 full and part time Number of Employees Living in ® Collier County or ❑ Lee (Including Owner(s) or Corporate Officers): 2 If requested by the County, vendor will be required to provide documentation substantiating the information given in this affidavit. Failure to do so will result in vendor's submission being deemed not applicable. Vendor Name: Research Data Se •vics 'c Date: January 17, 2012 Collier or Lee es / Signature: -- Title: President STATE OF FLORIDA ❑ COLLIER COUNTY ❑ LEE COUNTY Svofn to and Su scribed Before Me, a Notary Public, for the above State and County, on this Day of 201 Notary Public My Commission Expires: 14*, Ell MN GA" FiiF W (AFFIX OFFICIAL SEAL) * * MYC(MISSION#EE100134 EXPIRES: August 30,2015 "� +�� n. Bawled 1Mu Budpit Servi�a 11 -5766 G /Current Template- SolicitationslRFP _Non_CCNATemplate_06012011 31 16F1 " V A Attachment 6: Immigration Affidavit Certification Solicitation: 11 -5766 TDC Research Services This Affidavit is required and should be signed, notarized by an authorized principal of the firm and submitted with formal Invitations to Bid (ITB's) and Request for Proposals (RFP) submittals. Further, Vendors / Bidders are required to enroll in the E- Verify program, and provide acceptable evidence of their enrollment, at the time of the submission of the vendor's /bidder's proposal. Acceptable evidence consists of a copy of the properly completed E- Verify Company Profile page or a copy of the fully executed E- Verify Memorandum of Understanding for the company. Failure to include this Affidavit and acceptable evidence of enrollment in the E- Verify Proaram, may deem the Vendor 1 Bidder's proposal as non - responsive Collier County will not intentionally award County contracts to any vendor who knowingly employs unauthorized alien workers, constituting a violation of the employment provision contained in 8 U.S.C. Section 1324 a(e) Section 274A(e) of the Immigration and Nationality Act ( "INA "). Collier County may consider the employment by any vendor of unauthorized aliens a violation of Section 274A (e) of the INA. Such Violation by the recipient of the Employment Provisions contained in Section 274A (e) of the INA shall be grounds for unilateral termination of the contract by Collier County. Vendor attests that they are fully compliant with all applicable immigration laws (specifically to the 9986 Immigration Act and subsequent Amendment(s)) and agrees to comply with the provisions of the Memorandum of Understanding with E- Verify and to provide proof of enrollment in The Employment Eligibility Verification System (E- Verify), operated by the Department of Homeland Security in partnership with the Social Security Administration at the time of submission of the Vendor's / Bidder's proposal. Company Name Research Data Services, Inc. Print Name Walter J. Klages, Ph. - Title Signature Date State of Florida President January 17, 2012 County of Hillsborough The foregoing instrument was signed and acknowledged before me this A+ ,Fday of 2012, b��% --- / -. Vt` -146J � who has produced A-4 � G as L64ritification. /(Print or TypgName (Type of Identification and Number) Name of Not p' is r-1l.ttrtJ&WWtUnetvtT Ing * MY OMISSION t EE 100194 Commission , 2015 ��e, -,nd• �NolSariaes The signee of this Affidavit guarantees, as evidenced by the swom affidavit required herein, the truth and accuracy of this affidavit to interrogatories hereinafter made. 11 -5766 G /Current Template- Solicitations\RFP_Non CCNATemplate 06012011 32 Oct 26 10 12:52p Research Data Services 813 254 2-186 31 .R Verify-........- ..,..rw.. n.r ..«.... Company ID Number. 366794 THE E- VERIFY PROGRAM FOR EMPLOYMENT VERIFICATION MEMORANDUM OF UNDERSTANDING ARTlr.kg I PURPOSE AND AUTHORITY This Memorandum of Understanding (MOU) sets forth the points of agreement between the Department of Homeland Security (DHS) and Research Data Serykes. Inc. I, Employer) regarding the Employer's participation In the Employment Eligibility Verification Pro clram (E- Verify ). This MOU explains certain features of the E- Verify program and enumerates specific responsibilities of DHS, the Social Security Administration (SSA), and the Employer. E- Verify is a program that electronically confirms an employee's eligibility to work in the United States after completion of the Employment Eligibility Verification Form (Form t -g). For covered government contractors, E- Verify Is used to verify the employment eligibility of all newly hired employees and all existing employees assigned to Federal contracts or to verify the entire workforce if the contractor so chooses. Authority for the E- Verify program is found in Title IV, Subtitle A, of the Illegal Immigration Reform and Immigrant Responsibility Act of 1996 (IIRIRA), Pub. L. 104 -208, 110 Slat. 3009, a:. amended (8 U.S.C. § 1324a note). Authority for use of the E- Verify program by Federal contractors and subcontractors covered by the terms of Subpart 22.18, "Employment Eligibility Verification ", of the Federal Acquisition Regulation (FAR) (hereinafter refen-ed to in this MOU as a `Federal contractor with the FAR E -Verify clause ") to verify the employment eligibility of certain employees working on Federal contracts is also found In Subpart 22.18 and in Executive Order 12989, as amended. RTA IQE II FUNCTIONS TO ISE PERFORMED A. RESPOKSIBIUTIES OF SSA 1. SSA agrees to provide the Employer with available information that allows the Employer to confirm the accuracy of Social Security Numbers provided by all employees verified under this MOU and the employment authorization of U.S. citizens. 2. SSA agrees to provide to the Employer appropriate assistance with operational problems that may arise during the Employer's participation In the E -Verify program. SSA agrees to provide the Employer with names, titles, addresses, and telephone numbers of SSA representatives to be contacted during the E -Verify process. 3. SSA agrees to safeguard the Information provided by the Employer through the E Verify program procedures, and to limit access to such information, as is appropriate by law: to individuals responsible for the verification of Social Security Numbers and for evaluation of the E -Verify program or such other persons or entities who may be authorized by SSA as governed Papa S of 1316 -Ve* MOU for EmpkWw I Pwisian Deb 0910VO9 www.dhs.goViE VQrl1y Od 26 10 12:53p Research Data Services 813 254 2986 16F I r Company ID Number: 366794 by the Privacy Act (5 U.S.C. § 552a), the Social Security Act (42 U.S.C.. 1306(a)), and SSA, regulations (20 CFR Part 401). 4. SSA agrees to provide a means of automated verification that is designed (in conjunction with DHS's automated system if necessary) to provide confirmation or tentative nonconfirmation of U.S. citizens' employment eUgibility within 3 Federal Government work days of the initial inquiry. 5. SSA agrees to provide a means of secondary verification (including updating SSA records as may be necessary) for employees who contest SSA tentative nonconfirmations that is designed to provide final confirmation or nonconfirmation of U.S. citizens' employment eligibility and accuracy of SSA records for both citizens and non- citlzzens within 10 Federal Government work days of the date of referral to SSA, unless SSA determines that more than 10 days may be necessary. In such cases, SSA will provide additional verification instructions. B. RESPONSIBILITIES OF DNS 1. After SSA verifies the accuracy of SSA records for employees through E- Verity. OHS agrees to provide the Employer access to selected data from DHS's database to enable the Employer to conduct, to the extent authorized by this MOU: • Automated verification checks on employees by electronic means, and • Photo verification checks (when available) on employees. 2. DHS agrees to provide to the Employer appropriate assistance with operational problems that may arise during the Employer's participation in the E- Verify program. DHS agrees to provide the Employer names, titles, addresses, and telephone numbers of DHS representatives to be contacted during the E -Verify process. 3. DHS agrees to make available to the Employer at the E Verify Web site and on the E Verify Web browser, instructional materials on E Verify policies, procedures and requirements for both SSA and DHS, including restrictions on the use of E- Verify. DHS agrees to provide training materials on E- Verify. 4. DHS agrees to provide to the Employer a notice, which indicates the Employer's participation in the E Verify program. DHS also agrees to provide to the Employer anti - discrimination notices issued by the Office of Special Counsel for Immigration - Related Unfair Employment Practices (OSC), Civil Rights Division, U.S. Department of Justice. 5. DHS agrees to issue the Employer a user identification number and password that permits the Employer to verify information provided by employees with DHS's database. 6. DHS agrees to safeguard the information provided to DHS by the Employer, and to limit access to such information to Individuals responsible for the verification of employees' employment eligibility and for evaluation of the E- Verify program, or to such other persons or entities as may be authorized by applicable law. Information will be used only to verify the accuracy of Social Security Numbers and employment eligibility, to enforce the Immigration and Pop 2 of 131 E- verify MOU for Er IoW I Rsvision Oaf OW N78 www.dhs.9ov1E- V9rify Oct 26 10 12 :53p Reseerch Data Services 813 254 2986 16F 1 Company ID Number. 386794 Nationality Act (INA) and Federal criminal laws, and to administer Federal contracting requirements. 7. DHS agrees to provide a means of automated verification that is designed (in conjunction with SSA verification procedures) to provide confirmation or tentative nonconfirmation of employees` employment eligibility within 3 Federal Government work days of the initial inquiry. 8. DHS agrees to provide a means of secondary verification (including updating DHS records as may be necessary) for employees who contest DHS tentative nonconfirmations and photo non - match tentative nonconfirrriations that is designed to provide final confirmation or nonconfirmation of the employees' employment eligibility within 10 Federal Government worts: days of the date of referral to DHS, unless DHS determines that more than 10 days may be necessary. In such cases, DHS will provide additional verification instructions. C. RESPONSIBILITIES OF THE EMPLOYER 1. The Employer agrees to display the notices supplied by DHS in a prominent place that is clearly visible to prospective employees and alk employees who are to be verified through, the system. 2. The Employer agrees to provide to the SSA and DHS the names, titles, addresses, and telephone numbers of the Employer representatives to be contacted regarding E- Verify. 3. The Employer agrees to become familiar with and comply with the most recent version of the E -Verify User Manual. 4. The Employer agrees that any Employer Representative who will perform employment verification queries will complete the E Verify Tutorial before that individual initiates any queries. A. The Employer agrees that ad Employer representatives will take the refresher-tutorials initiated by the E Verify program as a condition of continued use of E Verify. B. Failure to complete a refresher tutorial will prevent the Employer from continued use of the program. 5. The Employer agrees to comply with current Form 1 -9 procedures, with two exceptions: - If an employee presents a "List B" Identity document, the Employer agrees to only accept "List B" documents that contain a photo. (List 8 documents identified in a C.F.R. § 274a.2(b)(1)(B)) can be presented during the Form 1 -8 process to establish identity.) If an employee objects to the photo requirement for religious reasons, the Employer should contact E Verify at 888 -464 -4218. - If an employee presents a DHS Form 1 -551 (Permanent Resident Lard) or Form 1 -766 (Employment Authorization Document) to complete the Form 1 -9, the Employer agrees to make a photocopy of the document and to retain the photocopy with the employee's Form 1 -9. The photocopy must be of sufficient quality to allow for verification of the photo Papa 3 of 131 EAherifyr MOU for Employer I Revision Data ti 01009 wWW.dI L9ov1E Verify Oct 26 10 12:54p Research Data Services 813 254 2 986 • � �ri �.,. Company ID Number: 366794 and written information, The employer will use the photocopy to verify the photo and to assist DHS with its review of photo non - matches that are contested by employees. Note that employees retain the right to present any List A, or List B and List C, documentation to complete the Form 1 -9. DHS may in the future designate other documents that activate the photo screening tool. 6. The Employer understands that participation 'in E- Verify does not exempt the Employer from the responsibility to complete, retain, and make available for inspection Forms 1 -9 that relate to Its employees, or from other requirements of applicable regulations or laws, Including the obligation to comply with the aniidscrimination requirements of section 2:74B of the 1NA with respect to Form f-9 procedures, except for the following modified requirements applicable by reason of the Employees participation in E- Verify: (1) identity documents must have photos, as described in paragraph 5 above; (2) a rebuttable presumption is established that the Employer has not violated section 274A(a)(1)(A) of the Immigration and Nationality Act (INA) with respect to the hiring of any individual if it obtains confirmation of the identity and employment eligibill ity of the individual in good faith compliance with the terms and conditions of E- Verify; (3) the Employer must notify DHS if it continues to employ any employee Miter receiving a final nonconfrmation, and is subject to a civil money penalty between $550 and $1,100 for each failure to notify DHS of continued employment following a final nonconfirmation; (4) the Employer is subject to a rebuttable presumption that It has knowingly employed an unauthorized alien In violation of section 274A(a)(1)(A) If the Employer continues to employ an employee after receiving a final nonconfirmation; and (5) no person or entity participating in E- Verify is civilly or criminally liable under any law for any action taken in good faith based on information provided through the confirmation system. DHS reserves the right to conduct Form 1 -9 and E Verify system compliance inspections during the course of E- Verify, as well as to conduct any other enforcement activity authorized by law. 7. The Employer agrees to initiate E- Verify verification procedures for new employees within .3 Employer business days after each employee has been hired (but after the Form 1-9 has been completed), and to complete as many (but only as many) steps of the E- Verify process as are necessary according to the E- Verify User Manual, or in the case of Federal contractors with the FAR E Verify clause, the E- Verify User Manual for f=ederal Contractors. The Employer is prohibited from initiating verification procedures before the employee hats been hired and the Form 1 -9 completed. If the automated system to be queried is temporarily unavailable, the 3-day time period is extended until it is main operational in order to accommodate the Employer's attempting, In good faith, to make inquiries during the period of unavailability. Employers may initiate verification by notating the Form 1 -9 in circrostarims where the employee has applied for a Social Security Number (SSN) from the SSA and is waiting to receive the SSN, provided that the Employer performs an E- Verify employment verification query using the employee's SSN as soon as the SSN becomes available. B. The Employer agrees not to use E- Verify procedures for pre - employment screening of job applicants, In support of any unlawful employment practice, or for any other use not authorized by this MOU. Employers must use E-Verify for all new employees, unless an Employer is a Federal contractor that qualifies for the excerptions described in Article II.D.I.c. Except as provided in Article II.D, the Employer will not verify selectively and will not verify employees hired before the effective date of this MOU. The Employer understands that if the Employer Psns 4 of 131 riVeriry UOU for Employer l Revision Gate OMI M wwwAhs.gov/9 Verify Oct M 10 12:55p Research Date Services 813 254 29M P Arich"01 M"& S, -Ve r 1 f V Company ID Number: 366794 uses the E- Verify system for any purpose other than as authorized by this MOU, the Employer may be subject to appropriate legal action and termination of its access to SSA and DHS information pursuant to this MOU. 9. The Employer agrees to follow appropriate procedures (see Article Ill. below) regardng tentative nonconfirmations, Including notifying employees in private of the finding and providing) them when notice of the findings, providing written referral instructions to employees, allowing employees to contest the finding, and not taking adverse action against employees if they choose to contest the finding. Further, when employees contest a tentative nonconfirmation based upon a photo non - match, the Employer is required to take affirmative steps (see Article III.B. below) to contact DHS with information necessary to resolve the challenge. 10. The Employer agrees not to take any adverse action against an employee based upon the employee's perceived employment eligibility status while SSA or DHS is processing the verification request unless the Employer obtains knowledge (as defined in 8 C.F,R. § 274a.I(1y) that the employee is not worst authorized. The Employer understands that an initial inability of the SSA or DHS automated verification system to verify work authorization, a tentative nonconfirmation, a case in continuance (indicating the need for additional time for the govemment to resolve a case), or the finding of a photo non- match, does not establish, and should not be interpreted as evidence, that the employee Is not work authorized. In any of the cases listed above, the employee must be provided a full and fair opportunity to contest the finding, and if he or she does so, the employee may not be terminated or suffer any adverse employment consequences based upon the employee's perceived employment e0gbility status (including denying, reducing, or extending work hours, delaying or preventing training, requiring an employee to work in poorer conditions, refusing to assign the employee to a Federal contract or other assignment, or otherwise subjecting an employee to any assumption that he or she Is unauthorized to work) until and unless secondary verification by SSA. or DHS has been completed and a final nonconfirmation has been issued. If the employee does not choose to contest a tentative nonconfirmation or a photo non -match or if a secondary verification is completed and a final nonconfirmation is issued, then the Employer can find the employee is not work authorized and terminate the employee's employment. Employers or employees with questions about a final nonconfirmation may call E Verify at 1- 888 - 464.4218 or OSC at 1 -800- 255 -8155 or 1- 800- 237 -2515 (TDD). 11. The Employer agrees to comply with Title Vii of the Civil Rights Act of 1984 and section 274B of the INA, as applicable, by not discriminating unlawfully against any individual in hiring, firing, or recruitment or referral practices because of his or her national origin or, in the case cf a protected individual as defined in section 2748(a)(3) of the INA, because of his or her citizenship status. The Employer understands that such illegal practices can include selective verification or use of E- Verify except as provided in part D below, or discharging or refusing to hire employees because they appear or sound "foreign' or have received tentative nonconfirmations. The Employer further understands that any violation of the unfair immigration - related employment practices provisions in section 2748 of the INA could subject the Employer to civil penalties, back pay awards, and other sanctions, and violations of Trite VII could subject the Employer to back pay awards, compensatory and punitive damages. Violations of either section 2748 of the INA or Title VII may also lead to the termination of its participation in E- Page 5 or 131 E- verity MOU for Employer I Revision Dare 0srot09 www.dhs.gov/E-Vierify 26 10 12:55p Research Data Services E-Verif V- 813 254 2986 16 FP-1 Company ID Number. 366794 Verify. If the Employer has any questions relating to the anti - discrimination provision, it should) contact OSC at 1- 800.255 -8155 or 1-800-237-2515 CMD). 12. The Employer agrees to record the case verification number on the employee's Form 1-9 or to print the screen containing the case verification number and attach it to the employee's Form 1 -9. 13. The Employer agrees that it will use the information it receives from SSA or DHS pursuant to E- Verify and this MOU only to confirm the employment eligibility of employees as authorized by this MOU. The Employer agrees that it will safeguard this information, and means of access to it (such as PINS and passwords) to ensure that it is not used for any other purpose and as necessary to protect its confidentiality, including ensuring that it is not disseminated to any person other than employees of the Employer who are authorized to perform the Employer's responsibilities under this MOU, except for such dissemination as may be authorized in advance by SSA or OHS for legitimate purposes. 14. The Employer acknowledges that the information which it receives from SSA is governed by the Privacy Act (5 U.S.C. § 552a(i)(1) and (3)) and the Social Security Act (42 U.S.C. 1306(a)), and that any person who obtains this information under false pretense's or uses it for any purpose other than as provided for in this MOU may be subject to criminal penalties. 15. The Employer agrees to cooperate with DHS and SSA in their compliance monitoring and evaluation of E- Verify, including by permitting DHS and SSA, upon reasonable notice, to review Forms 1-9 and other employment records and to interview It and its employees regarding the Employers use of E- Verify, and to respond in a timely and accurate manner to DHS requests for information relating to their participation in E- Verify. D. RESPONSIBILITIES OF FEDERAL CONTRACTORS WITH THE FAR E- VERIFY CLAUSE 1. The Employer understands that if it is a subject to the employment verification terms in Subpart 22.18 of the FAR, it must verify the employment eligibility of any existing employee assigned to the contract and all new hires, as discussed in the Supplemental Guide for Federal Contractors. Once an employee has been verified through E- Verify by the Employer, the Employer may not reverity the employee through E- Verify. a. Federal contractors with the FAR EVerify clause agree to become familiar with and comply with the most recent versions of the E- Verify User Manual for Federal Contractors and i the E- Verify Supplemental Guide for Federal Contractors. b. Federal contractors with the FARE Verify clause agree to complete a tutorial for Federal contractors with the FAR E- Verify clause. c. Federal contractors with the FAR E Verify clause not enrolled at the time of contract award: An Employer that is not enrolled in E- Verify at the time of a contract award must enroll as a Federal contractor with the FAR E- Verify clause in E- Verify within 30 calendar days of contract award and, within 90 days of enrollment, begin to use E- Verify to initiate verification of employment eligibility of new hires of the Employer who are working ut the United States, Pape 6 of 131 Eale* MOU for Employer I Runt o Date 09101M www.dh9.9ov1E Verify -- 16F 1 Oct 26 10 12:56p Research Data Services 813 254 2986 P.9 F.-Verif Y Company ID Number. 366794 whether or not assigned to the contract. Once the Employer begins verifying new hires, such verification of new hires must be Initiated within 3 business days after the date of hire. Once enrolled in E-Verify as a Federal contractor with the FAR E- Verify clause, the Employer must initiate verification of employees assigned to the contract within 90 calendar days from the time: of enrollment in the system and after the date and selecting which employees will be verifted in E- Verify or within 30 days of an employee's assignment to the contract, whichever date Is later. d. Employers that are already enrolled in E- Verify at the time of a contract award but are not enrolled In the system as a Federal contractor with the FAR E- Verify clause: Employers enrolled in E-Verify for 90 days or more at the time of a contract award must use E- Verify to initiate verification of employment eligibility for new hires of the Employer who are working in the United States, whether or not assigned to the contract, within 3 business days after the date of hire. Employers enrolled in E- Verify as other than a Federal contractor with the FAR E- Verify clause, must update E- Verify to indicate that they are a Federal contractor with the FAR E- Verdy clause within 30 days after assignment to the contract. If the Employer is enrolled in E- Verify for 90 calendar days or less at the time of contract award, the Employer must, within 90 days of enrollment, begin to use E-Verify to initiate verification of new hires of the contractor who are working in the United States, whether or not assigned to the contract. Such verification of new hires must be initiated within 3 businins days after the date of hire. An Employer enrolled as a Federal contractor with the FAR E- Verify clause in E-Verify must Initiate verification of each employee assigned to the contract within 90 calendar days after date of contract award or within 30 days after assignment to the contract, whichever is later. e. institutions of higher education, State, local and tribal governments and sureties. Federal contractors with the FAR E- Verify clause that are institutions of higher education (as defined at 20 U.S.C. 1001(a)), State or local governments. governments of Federally recognized Indian tribes, or sureties performing under a takeover agreement entered into with a Federal agency pursuant to a performance bond may choose to only verify new and existing employees assigned to the Federal contract. Such Federal contractors with the FARE Verify clause may, however, elect to verify all new hires, and/or all existing employees hired after November 6, 1986. The provisions of Article II.D, paragraphs 1.a and 1.b of this moU providing dmeframes for initiating employment verification of employees assigned to a contract apply to such institutions of higher education, State, local and tribal governments, and sureties. f. Verification of all employees. Upon enrollment, Employers who are Federal contractors with the FAR E -Verify clause may elect to verify employment eligibility of all existing employees working in the United States who were hired after November 6, 1986, instead of verifying only new employees and those existing employees assigned to a covered Federal contract. After enrollment, Employers must elect to do so only in the manner designated by DHS and initiate E- Verify verification of all existing employees within 180 days after the election. 9. Form 1-9 procedures for existing employees of Federal contractors with the FAR E- Verify clause: Federal contractor: with the FAR E- Verify clause may choose to complete new Forms 1 -9 for all existing employees other than those that are completely exempt from this process. Federal contractors with the FAR E-Verify clause may also update previously completed Forms 1-9 to initiate E-Verify verification of wdadng employees who are not completely exempt as long as that Form 1 -9 is complete (including the SSN), complies with Raga 7 of 131 &VeWy MDU for Employer I Revision date 0W01M wWw.dha.gov/E- Verify Oct 26 10 12:58p Resoarch Data Services 813 254 2J86 P•10 R a� K• Vert Company ID Number. 366794 Article II.0 -5, the employee's work authorization has not expired, and the Employer has reviewed the information reflected in the Form W1 either in person or in communications with the employee to ensure that the employee's stated basis in section 1 of the Form 1 -9 for work authorization has not changed (including, but not limited to, a lawful permanent resident alien having become a naturalized U.S. citizen). If the Employer is unable to determine that the Form 1 -9 complies with Article II.C.5, if the employee's basis for work authorization as attested in section 1 has expired or changed, or if the Form 1-9 contains no SSN or is otherwise incomplete, the Employer shall complete a new 1 -9 consistent with Article II.C.5, or update the previous 1 -9 to provide the necessary information. If section 1 of the Form 1 -9 is otherwise valid and up-t0- date and the form otherwise complies with Article II.C.5, but reflects documentation (such as a U.S, passport or Form 1 -551) that expired subsequent to completion of the Form 1 -9, the Employer shall not require the production of additional documentation, or use the photo screening tool described in Article II.C.5, subject to any additional or superseding Instructions that may be provided on this subject in the Supplemental Guide for Federal Contractors. Nothing in this section shall be construed to require a second verification using E- Verify of any assigned employee who has previously been verified as a newly hired employee under this MOU, or to authorize verification of any existing employee by any Employer that Is not a Federal contractor with the FAR E- Verify clause. 2. The Employer understands that if it is a Federal contractor with the FAR E- Verify clause, its compliance with this MOU is a performance requirement under the terms of the Federal contract or subcontract, and the Employer consents to the release of information relating to compliance with its verification responsibilities under this MOU to contracting officers or other officials authorized to review the Employer's compliance with Federal contracting requirements. A_RTIGLE llilli REFERRAL OF INDIVIDUALS TO SSA AND VHS A. REFERRAL TO SSA 1. If the Employer receives a tentative nonconfirmation issued by SSA, the Employer must print the notice as directed by the E- Verify system and provide it to the employee so that the employee may determine whether he or she will contest the tentative nonconfirmation. The Employer must review the tentative nonconfirmation with the employee in private. 2. The Employer will refer employees to SSA field offices only as directed by the automated system based on a tentative nonconfirmation, and only after the Employer records the case verification number, reviews the input to detect any transaction errors, and determines that the employee contests the tentative nonconfirmation. The Employer will transmit the Social Security Number to SSA for verification again if this review indicates a need to do so. The Employer will determine whether the employee contests the tentative nonconfirmation as soon as possible after the Employer receives it 3. If the employee contests an SSA tentative nonconfirmation, the Employer will provide the employee with a system - generated referral letter and instruct the employee to visit an SSA office within 3 Federal Goverment work days, SSA will electronically transmit the result of the referral to the Employer within 10 Federal Government work days of the referral unless it Pape a of 131 E-Wi y Nrou for Employer I Revision Date ORM1109 • www.dhs.gov/E-Verify !w .rt _ -am--w is O{ct 26 10 12:58p Research Data Services 813 264 2386 p.11 t 1A f—Ver! J. •' 'w�N. w..v�:wer.•r Company 10 Number. 366784 determines that more than 10 days is necessary.. The Employer agrees to check the E-Verify system regularly for case updates. 4. The Employer agrees not to ask the employee to obtain a printout from the Social Security Number database (the Numident) or other written verification of the Social Security Number from the SSA. B. REFERRAL TO DHS 1. If the Employer receives a tentative nonconfirmation issued by DHS, the Employer must print the tentative nonconfirmation notice as directed by the E-Verify system and provide it to the employee so that the employee may determine whether he or she will contest the tentative nonconfirmation. The Employer must review the tentative nonconfirmation with the employee in private. 2. If the Employer finds a photo non -match for an employee who provides a document for which the automated system has transmitted a photo, the employer must print the photo non -match tentative nonconfirmation notice as directed by the automated system and provide it to the employee so that the employee may determine whether he or she will contest the finding. The Employer must review the tentative nonconfirmation with the employee in private. 3. The Employer agrees to refer individuals to DHS only when the employee chooses to contest a tentative nonconfirmation received from DHS automated verification process or when the Employer issues a tentative nonconfirmation based upon a photo non -matte. The Employer will determine whether the employee contests the tentative nonconfrmadon as soon as possible after the Employer receives H. 4. If the employee contests a tentative nonconfirmation issued by DHS, the Employer will provide the employee with a referral letter and instruct the employee to contact DHS through its toUree hotline (as found on the referral letter) within S Federal Government work days. 5. If the employee contests a tentative nonconfirmation based upon a photo non - match, the Employer wlH provide the employee with a referral letter to DHS. DHS will electronicaAy transmit the result of the referral to the Employer within 10 Federal Government work days of the referral unless it determines that more than 10 days is necessary. The Employer agrees to check the E- Verify system regularly for case updates. 6. The Employer agrees that if an employee contests a tentative nonconfirmation based upon a photo non - match, the Employer will send a copy of the employee's Form I -M l or Form 1 -766 to DHS for review by. • Scanning and uploading the document, or Sending a photocopy of the document by an express mail account (paid for at employer expense). 7. If the Employer determines that there is a photo non -match when comparing the photocopied List 8 document described in Article 11.C.5 with the image generated in E-Verify, the Employer must forward the employee's documentation to DHS using one of the means described in the preceding paragraph, and allow DHS to resolve the case. Page 0 of 131 E- Verify MOU for Employer I Revision Deb MOV02 wwwAhs.govIE Verify Oct �6 10 12:59p Research Data Services -Ve A fy u Company ID Number. 366794 ARTICLE IV SERVICE PROVISIONS 813 254 2986 F p.12 SSA and DHS wiil not charge the Employer for verification services performed under this MOU. The Employer is responsible for providing equipment needed to make inquiries. To access E- Verify, an Employer will need a personal computer with Internet access. ARTICLE V PARTIES A. This MOU is effective upon the signature of all parties, and shall continue in effect for as long as the SSA and DHS conduct the E- Verify program unless modified in writing by the mutual consent of all parties, or terminated by any party upon 30 days prior written notice to the others. Any and al system enhancements to the EVerify program by DHS or SSA, including but not limited to the E- Verify checking against additional data sources and instituting new verification procedures, will be covered under this MOU end will not cause the need for a supplemental MOU that outlines these changes. DHS agrees to train employers on all changes made to E Verify through the use of mandatory refresher tutorials and updates to the E Verify User Manual, the E Verify User Manual for Federal f '4ontractors or the E- Verl€y Supplemental Guide for Federal Contractors. Even without changes to E Verify, DHS reserves the right to require employers to take mandatory refresher tutorials. An Employer that is a Federal contractor with the FAR E- Verify clause may terminate this MOU when the Federal contract that requires its participation in EVerify is terminated or completed In such a circumstance, the Federal contractor with the FAR E- Verify clause must provide written notice to DHS, tf an Employer that is a Federal contractor with the FAR EVerify clause fails to provide such notice, that Employer will remain a participant in the E- Verify program, will remain bound by the terms of this MOU that apply to participants that are not Federal contractors with the FAR E- Verify clause, and wiiii be required to use the E- Verify procedures to verify the employment eligibility of all newly hired employees. B. Notwithstanding Article V, part A of this MOU, DHS may terminate this MOU if deemed necessary because of the requirements of law or policy, or upon a determination by SSA or DHS that there has been a breach of system integrity or security by the Employer, or a failure on the part of the Employer to comply with established procedures or legal requirements. The Employer understands that if it is a Federal contractor with the FAR E- Verify clause, termination of this MOU by any party for any reason may negatively affect its performance of its contractual responsibilities. C. Some or all SSA and DHS responsibilities under this MOU may be performed by contractogs), and SSA and DHS may adjust verification responsibilities between each other as they may determine necessary. By separate agreement with DHS, SSA has agreed to perform its responsibilities as described in this MOU. Paw 10 of 13 1 E -why UOU for EmptopW I Rwlsia+ Daft OW01109 www.dhs govJE- Verify 00 26 10 01.14 Research Data Services 813 254 2986 ' -. Vert * Or- Company ID Number: 366794 D. Nothing in this MOU is intended, or should be construed, to create any right or beneHlt, substantive or procedural, enforceable at law by any third party against the United States, its agencies, officers, or employees, or against the Employer, its agents, officers, or employees. E. Each party shall be solely responsible for defending any claim or action against it arising out of or related to E- Verify or this MOU, whether civil or criminal, and for any liability wherefrorr, including (but not limited to) any dispute between the Employer and any other person or entity regarding the applicability of Section 403(d) of IIR1RA to any action taken or allegedly taken by the Employer. F. The Employer understands that the fact of its participation in E- Verify is not confidential Information and may be disclosed as authorized or required by law and DHS or SSA policy, including but not limited to, Congressional oversight, E- Verify publicity and media Inquiries, determinations of compliance with Federal contractual requirements, and responses to inquiries under the Freedom of Information Act (FOIA). G. The foregoing constitutes the full agreement on this subject between DHS and the Employer. H. The individuals whose signatures appear be-low represent that they are authorized to enter into this MOU on behalf of the Employer and DHSS respectively. Pepe 1 f of 131 E -Verily seou for Eu;AWw I RrAsion Date oaiatfop www.dho.gov/E-Veft Oct 26 10 04:00P Research Data Services 813 254 2986 p• 4 •.. Ve +� I Company lD Number: 366744 To be accepted as a participant in E- Verify, you should only sign the Employer's Section of the signature page. If you have any questions, contact E Verify at 888- 4644218. mployer Research Data Services, Inc. I 1Ga es e (PIlsee wo or Prim) Eloctrwkelly Signed roe 1012212010 nature ' epartment of Homeland Svoardy — Verification Division SCIS Valf icsadox Diivbion' (Please Type or PdnQ lectronicaft Signed 70127J2010 atur` rta, information Required for the E- Verify Program) nformation relating to yo ur Company: Company [dame: Research Data Swykes,• Inc- Corn;Any Facility Address 25 Hendareon Boulevard Suits 300 Tampa, FL 73628 _ Company Altemate Address: County. or Parish: :MLLSOOROUGH Employer ldent'ficaaton Number: 3=42612 Page 12 of 13 1 E Vo ft IAOU For Ernpkgwr l PWWWon Data 0 MJG9 www.dhB.gov1E Verify 1 Oct 26 10 04 :01p Research Data Services 813 254 2986 p.15 Company ID Number: 366794 North Amoric m Industry Walter J Klages CImsrsifl=0on Systems (8 13) 251- 2475 Fax Number: (813) 234 -2996 Code: i4l .. Administrator: - I .Number of Employees: 10 to Is Number of Sites Verified rem archakiagesgroap.com for - Are you verifying for more thin • 1 site'' If yes, please Provide the number of sites verified for each state: !fin i • FLORIDA 1 sites) information relating to the Program Administrator(*) for your Company on policy questions or operational problems: Name: Walter J Klages Tdcphona Number: (8 13) 251- 2475 Fax Number: (813) 234 -2996 E-mail Address: research ®kiagesgroup.com Name. Aane B Wittine Telephmw lumber. (613) 254 - 2971 Fax ]`lumber: (813) 254 -2986 &mail Address: rem archakiagesgroap.com Pape 13 of 131 E -Verify 1400 for Employer i itevislon Data 09!01109 www.dh*4iovlE -V91* 16F1 Sj ,i4 MMW P,rd%-1*V Attachment 7; Vendor Substitute W — 9 Request for Taxpayer Identification Number and Certification In accordance with the Internal Revenue Service regulations, Collier County is required to collect the following information for tax reporting purposes from individuals and companies who do business with the County (including social security numbers if used by the individual or company for tax reporting purposes). Florida Statute 119.071(5) require that the county notify you in writing of the reason for collecting this information, which will be used for no other purpose than herein stated. Please complete all information that applies to your business and return with your quote or proposal. 1. General Information (provide all information) Taxpayer Name Research Data Services, Inc. (as shown on income tax return) Business Name Same (if different from taxpayer name) Address 777 S. Harbour Island Blvd., Suite 260 City Tamoa State Florida Zip 33602 Telephone 18131254 -2975 FAX (813)223 -2988 Email WJKlacies@KlaciesGroup.com _ Order Information Remit / Payment Information Address Same Address Same City State Zip City State Zip FAX Email 2. Company Status (check only one) FAX Email _Individual / Sole Proprietor _X Corporation _Partnership _Tax Exempt (Federal income tax- exempt entity Limited Liability Company under Internal Revenue Service guidelines IRC 501 (c) 3) Enter the tax classification D = Dlsrar aided Emit , C = Co oration, P = Partnership 3. Taxpayer Identification Number (for tax reporting purposes only) Federal Tax Identification Number (TIN) 59- 2042612 ndors who do not have a TIN, will be 4. Sign and Date Form Signature to provide a social security number prior to an award of the contract.) that the infomtation shown on this form is correct to my knowledge. Date January 17, 2012 Title President Phone Number 813 42975 16F I "' �£I , Attachment 8: Insurance and Bonding Requirements I •I ' - 3I ! !'• �) !j 1 { { � }£ }S 16F1 6. ❑ 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. 7. ❑ Performance and For projects in excess of $200,000, bonds shall be submitted with the Payment Bonds executed contract by Proposers receiving award, and written for 100 %fl 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 50/c, 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: B. ® 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. 9. ® Collier County must be named as "ADDITIONAL INSURED" on the Insurance Certificate for Commercial General Liability where required. 10. ® 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. 11. ® Thirty (30) Days Cancellation Notice required. Vendor's Insurance Statement We understand 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. Name of Firm Research Data Services, Ipc. Vendor Signature Print Name Walter J. klages. Ph.D. Insurance Agency Date January 17, 2012 Carlock and Associates (Liability and Workers Camp) / Lovinger Insurance (Auto) Agent Name Steve Poole / Lynne Lovinger Telephone Number (239) 549 -0221 I (813) 258.8909