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Backup Documents 11/14/2017 Item #11I
in Proposed Agenda Changes Board of County Commissioners Meeting November 14,2017 Continue Item 16D6 to the December 12,2017 BCC Meeting: Recommendation to approve two State Housing Initiative Partnership(SHIP) Subrecipient Agreements with Housing Development Corporation of SW Florida,Inc. d/b/a HELP in the amount of$24,877 and Rock Island Economic Growth Corporation d/b/a Economic Growth Corporation in the amount of $24,500 for the administration of a Homebuyer Education and Counseling Program for State of Florida FY 16/17. (Staff's request) Move Item 16D25 to Item 11F: ***This Item continued from the June 13,2017 Meeting.*** Recommendation to reaffirm staff administration of the State Housing Initiatives Partnership (SHIP)Program as administrative and ministerial,adopt a $30,000 cash asset limit for applicant households,and direct staff to amend the Local Housing Assistance Plan(LHAP) accordingly. (Commissioner McDaniel's request) Add-On Item 11G: Recommendation to fund a Tourism Division Sponsorship for a Post Hurricane Irma concert event in the downtown Naples area up to $125,000, move these funds to the Community Foundation for event expense disbursement and make a finding that this item promotes tourism. (Staff's request) Add-On Item 11H: Recommendation to waive EMS special event user fees in the amount of $900.00 to provide dedicated ambulance coverage,to accept a donation by the Collier County Sheriff for event security services to support the"Naples is Rockin' concert" being held to inform the public that Collier County is open for business and encouraging tourism after Hurricane Irma, and to find a public purpose in waiving such fees. (Staff's request) Move Item 16F3 to Item 11I: Recommendation to award RFP# 17-7120 for Tourism Midwest Sales Representation to Synergy-Connect,LLC,execute the County Attorney approved contract in the amount of$81,500 and make a finding that this item promotes tourism. (Commissioner Taylor's request) Time Certain Items: Item 11A to be heard at 10:40 a.m. Item 11B to be heard at 11:00 a.m. Item 14B1 to be heard at 11:30 a.m. Item 11C to be heard at 1:00 p.m. 11/14/2017 8:32 AM ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP TO ACCOMPANY ALL ORIGINAL DOCUMENTS LGe , THE BOARD OF COUNTY COMMISSIONERS OFFICE F`fil > Print on pink paper. Attach to original document. The completed routing slip and original documents are to be forwa tteCd t7Attorney Office at the time the item is placed on the agenda. All completed routing slips and original documents must be receive t he++tC n Attorney Office no later than Monday preceding the Board meeting. **NEW** ROUTING SLIP Risk Management Complete routing lines#1 through#2 as appropriate for additional signatures,dates,and/or information needed. If the document is already complete with the exception of the Chairman's signature,draw a line through routin:lines#1 through#2,complete the checklist,and forward to the County Attorney Office. Route to Addressee(s) (List in routing order) Office Initia Date 1. Risk Risk Management 1ll�v 1/7 2. County Attorney Office County Attorney Office 04 4. BCC Office Board of County Commissioners \J 4s7 4. Minutes and Records Clerk of Court's Office 5. Procurement Services Procurement Services PRIMARY CONTACT INFORMATION Normally the primary contact is the person who created/prepared the Executive Summary. Primary contact information is needed in the event one of the addressees above,may need to contact staff for additional or missing information. Name of Primary Staff Barbara Lance for Brenda Brilhart Contact Information 239-252-8998 Contact/ Dept Intent Agenda Date Item was November 14,2017 ✓ Agenda Item Number r6:F.3 1 :EV' Approved by the BCC Type of Document Contract Number of Original �/n Attached Documents Attached PO number or account N/A 17-7120 Synergy Connect, C number if document is Tourism Representation to be recorded in the Midwest US INSTRUCTIONS & CHECKLIST Initial the Yes column or mark"N/A"in the Not Applicable column,whichever is Yes N/A(Not appropriate. (Initial) Applicable) 1. Does the document require the chairman's original signature STAMP OKN I? 2. Does the document need to be sent to another agency for additional signatures? If yes, N/A provide the Contact Information(Name;Agency;Address;Phone)on an attached sheet. 3. Original document has been signed/initialed for legal sufficiency: (All documents to be BL signed by the Chairman,with the exception of most letters,must be reviewed and signed by the Office of the County Attorney. 4. All handwritten strike-through and revisions have been initialed by the County Attorney's N/A Office and all other parties except the BCC Chairman and the Clerk to the Board 5. The Chairman's signature line date has been entered as the date of BCC approval of the BL document or the final negotiated contract date whichever is applicable. 6. "Sign here"tabs are placed on the appropriate pages indicating where the Chairman's BL signature and initials are required. 7. In most cases(some contracts are an exception),the original document and this routing slip N/A should be provided to the County Attorney Office at the time the item is input into SIRE. Some documents are time sensitive and require forwarding to Tallahassee within a certain time frame or the BCC's actions are nullified. Be aware of your deadlines! 8. The document was approved by the BCC on 11/14/2017 and all changes made during the meeting have been incorporated in the attached document. The County ,t\ : e Attorney's Office has reviewed the changes,if applicable. 9. Initials of attorney verifying that the attached document is the version approved by the &II -74%7:7,-,41 BCC,all changes directed by the BCC have been made, and the document is ready for the Chairman's signature. 111 MEMORANDUM Date: November 21, 2017 To: Barbara Lance, Purchasing Tech Procurement Services From: Ann Jennejohn, Deputy Clerk Minutes & Records Department Re: Contract #17-7120, Tourism Midwest Sales Representation Contractor: Synergy-Connect, LLC Attached, please find an original copy of the contract referenced above, (Item #11I) approved by the Board of County Commissioners on Tuesday, November 14, 2017. The second original contract will be held in the Minutes and Records Department for the Official Record. If you have any questions, please contact me at 252-8406. Thank you. Attachment 111 AGREEMENT 17-7120 for Tourism Sales Representation in the Midwest United States THIS AGREEMENT, made and entered into on this �-4\ day of NOVkatiber 2017, by and between Synergy-Connect, LLC, authorized to do business in the State of Florida,whose business address is 6670 Indian Creek,Miami Beach,Florida 33141,(the "Contractor")and Collier County,a political subdivision of the State of Florida,(the "County"): WITNESSETH: 1. AGREEMENT TERM. The Agreement shall be for a three(3)year period,commencing on the issuance of a Purchase Order and terminating until all outstanding Purchase Orders issued prior to the expiration of the Agreement period have been completed or terminated. 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 one (1) additional two (2)year period. The County shall give the Contractor written notice of the County's intention to renew the Agreement term prior to the end of the Agreement term then in effect. The County Manager, or his designee,may, at his discretion, extend the Agreement under all of the terms and conditions contained in this Agreement for up to one hundred and eighty (180) days. The County Manager, or his designee, shall give the Contractor written notice of the County's intention to extend the Agreement term prior to the end of the Agreement term then in effect. 2. COMMENCEMENT OF SERVICES. The Contractor shall commence the work upon issuance of a Purchase order. 3. STATEMENT OF WORK. The Contractor shall provide professional services to represent the Naples, Marco Island, Everglades Convention and Visitors Bureau (CVB) in accordance with the terms and conditions of RFP #17-7120, including attachments and addenda, and Contractor's proposal referred to herein and made an integral part of this Agreement and Exhibit A — Scope of Services and to 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 Parties,in compliance with the County's Procurement Ordinance, as amended, and Procurement Procedures in effect at the time such services are authorized. 4. THE AGREEMENT SUM. The County shall pay the Contractor for the performance of this Agreement based on Exhibit B - Fee Schedule, attached hereto and the price methodology as defined in Section 4.1. Payment will be made upon receipt of a proper invoice and upon approval by the Project Manager or his designee, and in compliance with Chapter 218, Fla. Stats., otherwise known as the "Local Government Prompt Payment Act." 4.1 Price Methodology: Lump Sum (Fixed Price): A firm fixed total price offering for a project; the risks are transferred from the County to the contractor; and, as a business practice there are no hourly or material invoices presented, rather,the contractor must perform to the satisfaction of the County's project manager before payment for the fixed price contract is authorized. Page 1 of 11 17-7120 Tourism Representation in the Midwest US, Synergy-Gonne, 111 4.2 Any County agency may obtain services under this Agreement, provided sufficient funds are included in their budget(s). 4.3 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 the Agreement. 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. 4.4 Travel and Reimbursable Expenses. Travel and Reimbursable Expenses shall not exceed twelve thousand dollars ($12,000.00) unless approved in advance in writing by the County. Travel and Reimbursable Expenses (out of pocket expenses) must be approved in advance in writing by the County. Travel expenses shall be reimbursed at actual cost in accordance with Collier County Resolution No. 2006- 40 "Travel Expenses for Persons Conducting Official Tourism Business" and §125.0104, Fla. Stat. Contractor's travel time will be included in the monthly service fee. Reimbursable items(out of pocket expenses)other than travel expenses shall include but not be limited to:; telephone long-distance charges, fax charges, parking fees, reasonable commercial transportation, reasonable gratuities, taxes, tolls, entertainment, location rental and catering for events, photocopying charges, shipping 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. 5. 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. Collier County,Florida as a political subdivision of the State of Florida, is exempt from the payment of Florida sales tax to its vendors under Chapter 212,Florida Statutes, Certificate of Exemption# 85-8015966531C-2. 6. 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: Synergy-Connect,LLC 6670 Indian Creek,#8D Miami Beach,FL 33141 Attention: Maura Dominguez-Zhang,Managing Partner Telephone: (786) 409-1648 Email: mauradominguez2010@gmail.com All Notices from the Contractor to the County shall be deemed duly served if mailed or faxed to the County to: Board of County Commissioners for Collier County,Florida Naples,Marco Island,Everglades convention & Visitors Bureau 2660 Horseshoe Drive,North#105 Naples,Florida 34104 Telephone: (239)252-2402 Attention: Jack Wert,Executive Director Email: JackWert(i4colliergov.net 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. Page 2 of 11 17-7120 Tourism Representation in the Midwest US Synergy-Conne9 11 ! 7. 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. 8. 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. The County will not be obligated to pay for any permits obtained by Subcontractors/Subconsultants. 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. 9. 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 Agreement 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. 10. 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 without notice; further the County may terminate this Agreement for convenience with a thirty (30) day written notice. The County shall be sole judge of non-performance. In the event that the County terminates this Agreement, Contractor's recovery against the County shall be limited to that portion of the Agreement Amount earned through the date of termination. The Contractor shall not be entitled to any other or further recovery against the County, including,but not limited to, any damages or any anticipated profit on portions of the services not performed. 11. NO DISCRIMINATION.The Contractor agrees that there shall be no discrimination as to race,sex,color, creed or national origin. 12. 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$100,000 for each accident. Page 3 of 11 17-7120 Tourism Representation in the Midwest US Synergy-Connect 04' 111 Special Requirements: Collier County Board of County Commissioners, OR, Board of County Commissioners in Collier County, OR, Collier County Government shall be listed as the Certificate Holder and included as an "Additional Insured" on the Insurance Certificate for Commercial General Liability where required. This insurance shall be primary and non-contributory with respect to any other insurance maintained by, or available for the benefit of, the Additional Insured and the Contractor's policy shall be endorsed accordingly. Current, valid insurance policies meeting the requirement herein identified shall be maintained by Contractor during the duration of this Agreement. The Contractor shall provide County with certificates of insurance meeting the required insurance provisions.Renewal certificates shall be sent to the County thirty (30)days prior to any expiration date. Coverage afforded under the policies will not be canceled or allowed to expire until the greater of: thirty(30) days prior written notice, or in accordance with policy provisions. Contractor shall also notify County, in a like manner, within twenty-four (24) hours after receipt, of any notices of expiration, cancellation, non-renewal or material change in coverage or limits received by Contractor from its insurer, and nothing contained herein shall relieve Contractor of this requirement to provide notice. Contractor shall ensure that all subcontractors comply with the same insurance requirements that the Contractor is required to meet. 13. INDEMNIFICATION. To the maximum extent permitted by Florida law, the Contractor shall defend, indemnify and hold harmless Collier County, its officers and employees from any and all liabilities, damages, losses and costs, including, but not limited to, reasonable attorneys' fees and paralegals' fees, whether resulting from any claimed breach of this Agreement by Contractor, any statutory or regulatory violations,or from personal injury,property damage, direct or consequential damages,or economic loss,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. This section does not pertain to any incident arising from the sole negligence of Collier County. 13.1 The duty to defend under this Article 13 is independent and separate from the duty to indemnify,and the duty to defend exists regardless of any ultimate liability of the Contractor,County and any indemnified party. The duty to defend arises immediately upon presentation of a claim by any party and written notice of such claim being provided to Contractor. Contractor's obligation to indemnify and defend under this Article 13 will survive the expiration or earlier termination of this Agreement until it is determined by final judgment that an action against the County or an indemnified party for the matter indemnified hereunder is fully and finally barred by the applicable statute of limitations. 14. AGREEMENT ADMINISTRATION. This Agreement shall be administered on behalf of the County by the Tourism Division. 15. 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. 16. COMPONENT PARTS OF THIS AGREEMENT. This Agreement consists of the following component parts, all of which are as fully a part of the Agreement as if herein set out verbatim: Contractor's Proposal, Insurance Certificate(s),Exhibit A Scope of Services,Exhibit B Fee Schedule,RFP#17-7120,including all attachments, Scope of Services and Addenda. Page 4 of 11 17-7120 Tourism Representation in the Midwest US Synergy-Connect C',�� 111 17. 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. 18. 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, as amended, 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 Agreement held by the individual and/or firm for cause. 19. COMPLIANCE WITH LAWS. By executing and entering into this Agreement,the Contractor is formally acknowledging without exception or stipulation that it agrees to comply,at its own expense,with all federal, state and local laws, codes, statutes, ordinances, rules, regulations and requirements applicable to this Agreement, including but not limited to those dealing with 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;taxation, workers' compensation,equal employment and safety(including,but not limited to,the Trench Safety Act, Chapter 553,Florida Statutes,and the Florida Public Records Law Chapter 119,including specifically those contractual requirements at F.S. § 119.0701(2)(a)-(b)as stated as follows: IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: Communication and Customer Relations Division 3299 Tamiami Trail East, Suite 102 Naples, FL 34112-5746 Telephone: (239) 252-8383 The Contractor must specifically comply with the Florida Public Records Law to: 1. Keep and maintain public records required by the public agency to perform the service. 2. Upon request from the public agency's custodian of public records, provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law. 3. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the Contractor does not transfer the records to the public agency. 4. Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of the Contractor or keep and maintain public records required by the public agency to perform the service. If the Contractor transfers all public records to the public agency upon completion of the contract, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements.If the Contractor keeps and maintains public records upon completion of the contract,the Contractor shall meet all Page 5 of 11 17-7120 Tourism Representation in the Midwest US Synergy-Connect I11 applicable requirements for retaining public records. All records stored electronically must be provided to the public agency,upon request from the public agency's custodian of public records, in a format that is compatible with the information technology systems of the public agency. If Contractor observes that the Contract Documents are at variance therewith, it shall promptly notify the County in writing. 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. 20. 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 Agreement to other governmental entities at the discretion of the successful proposer. 21. 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. 22. ADDITIONAL ITEMS/SERVICES. Additional items and/or services may be added to this Agreement in compliance with the Procurement Ordinance, as amended, and Procurement Procedures. 23. 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. 24. VENUE. 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. 25. KEY PERSONNEL/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 ensure that competent persons will be utilized in the performance of the Agreement. The Contractor shall assign as many people as necessary to complete the project/services on a timely basis, and each person assigned shall be available for an amount of time adequate to meet the required service dates. 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. 26. ORDER OF PRECEDENCE. In the event of any conflict between or among the terms of any of the Contract Documents,the terms of the RFP,the Contractor's Proposal,and/or the County's Board approved Executive Summary,the Contract Documents shall take precedence. 27. 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 Page 6 of 11 c17-7120 Tourism Representation in the Midwest US Synergy-Connect 111 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. 28. SECURITY. The Contractor is required to comply with County Ordinance 2004-52, as amended. Background checks are valid for five(5)years and the Contractor shall be responsible for all associated costs. If required, Contractor shall be responsible for the costs of providing background checks by the Collier County Facilities Management Division for all employees that shall provide services to the County under this Agreement. This may include, but not be limited to, checking federal, state and local law enforcement records, including a state and FBI fingerprint check, credit reports, education, residence and employment verifications and other related records. Contractor shall be required to maintain records on each employee and make them available to the County for at least four(4)years. All of Contractor's employees and subcontractors must wear Collier County Government Identification badges at all times while performing services on County facilities and properties. Contractor ID badges are valid for one (1) year from the date of issuance and can be renewed each year at no cost to the Contractor during the time period in which their background check is valid, as discussed below. All technicians shall have on their shirts the name of the contractor's business. The Contractor shall immediately notify the Collier County Facilities Management Division via e-mail(DL- FMOPW,colliergov.net) whenever an employee assigned to Collier County separates from their employment. This notification is critical to ensure the continued security of Collier County facilities and systems. Failure to notify within four(4)hours of separation may result in a deduction of$500 per incident. Page 7 of 11 17-7120 Tourism Representation in the Midwest US Synergy-Connect i 111 IN WITNESS WHEREOF.the parties hereto, have each,respectively,by an authorized person or agent,have executed this Agreement on the date and year first written above. BOARD OF COUNTY COMMISSIONERS ATTEST; ,;„ COLLIE• Cleo-'TY, FLORIDA Dwight E •BrockIerk of Courts 0, ; ` Penny Taylo�'hairman o Dated 1, \`` \' . l .P,(sEmthitiat,wows siatiatute anly. Synerev-Connect,LLC Contract i r By: AINIVIPL, First Witness ,t Sig ure MaW(Gt bom ex Lab. . �� -z P-uv�CtC-�► r)Ci TType/. int witness nI T TType/print signature and titleTli ,(A-Filail Second Agrip ss Char es 'lam TType/print witness n. - et Ap yed s toi2d Legality: ..4f.........,L.- County Attorneyy Se "P. .7:"4L Print Name •.1 ii item# 6 Agenda l -1 Date Date ..1D..-.11 Redd ieRutY \ Page 8 of 11 17-7120 Tourism Representation in the Midwest US Synergy-Connect 111 EXHIBIT A- SCOPE OF SERVICES The Contractor will represent the CVB in the Midwest of the United States and provide the following essential functions: • Assist CVB Group Sales to coordinate meeting planner or meetings market journalist familiarization tours of the destination. • Educate planners and their clients on Collier County hotels, attractions, dining, shopping,beaches,etc. • Maintain a Calendar of sales missions,tradeshows and group contact solicitations and share at least monthly with CVB group sales supervisor. • Attend and coordinate trade show as assigned by the CVB Group Sales Supervisor. • Compile monthly reports on all sales calls, trade shows, regional tourism events, sales and media missions and Familiarization trips(FAMs)completed. • Make sales presentations to Midwest planner groups, incentive houses, meeting services companies to encourage them to bring their meetings, group functions, Incentive trips and reunions to Collier County. • Coordinate monthly meetings with CVB Group Sales Supervisor on a rotating location basis or by phone to discuss important tourism issues. Those topics would include sales call reports and results, suggested promotions,advertising,digital and social media strategies to reach group meeting planners on future or repeat business. • Contractor will prepare and present to the County, attention Tourism Director, a proposed annual marketing plan which will be provided by the contracted person at the same total compensation amount for time and out of pocket expenditures for these services for the initial three year term of the contract. • Store and distribute CVB promotional materials and sales collateral as provided by Collier area tourism partners, and specialty items provided by the County Tourism Division. These materials would include CVB Visitor Guide, Golf Guide, Meeting Planner Guides, tri-fold destination brochures in different languages, Visitor Maps, power point presentations, logos, stationery and website information. • Review content of tourism publications for accuracy. • Present estimates to CVB in advance for pre-approval of out of pocket expenses for travel and other sales activity expenses. These expenses would be limited to the following annual totals: • $12,000 for sales missions averaging one per quarter at up to $3,000 each. • $20,000 for Trade Show registrations. • Registrations for trade shows will be paid directly by the CVB. All other out of pocket expenses will be reimbursed to the Contractor after presentation to the Group Sales Supervisor. • Contractor will make cold calls and provide lead generation and follow up reports and leads monthly to CVB group sales supervisor • Contractor will generate a minimum of 8 RFP's (Request for Proposal) per month at a 25% conversion to definite goal. • The target markets for these calls, sales missions, trade shows and leads will be corporate meeting planners and incentive houses in Minnesota,Wisconsin, Illinois,Kansas,Michigan,and Indiana with focus on Minneapolis,Milwaukee, Chicago, Kansas City,Dearborn and South Bend. The focus will be on Incentive, Corporate and Luxury. • Contractor will organize at least one planner site visit per month of the destination with coordination and support from the CVB sales staff. Page 9 of 11 17-7120 Tourism Representation in the Midwest US Synergy-Connect 111 • Contractor will provide their own in market office spaces and computers/office equipment,computer network and professional email address;telephone,fax and copy machine for their use. These services will be provided at no additional cost to the County. • Contractor will provide 40 hours per month of contracted services as recorded in a time log and reported on a monthly basis by the tenth of the month following the activity. Page 10 of 11 17-7120 Tourism Representation in the Midwest US Synergy-Connect CAO / t 4 EXHIBIT B—FEE SCHEDULE Annual Price Payment Item# Description Not-to-Exceed Billed monthly for forty(40) 1 Midwest Sales Representation $49,500.00 hours* per month at $4,125.00 Will be reimbursed upon 2 Sales Missions Travel Expenses $12,000.00 receipt of appropriate documentation. **Out of pocket expenses will be reimbursed upon 3 Trade Show Registration $20,000.00 receipt of appropriate documentation ANNUAL NOT-TO-EXCEED TOTAL $81,500.00 Item 1. * Contractor will provide 40 hours per month of contracted services as recorded in a time log and reported on monthly basis by the tenth of the month following the activity. Item 3. **Registrations for trade shows will be paid directly by the CVB.All other out of pocket expenses will be reimbursed to the Contractor after presentation to the CVB Group Sales Supervisor. Page 11 of 11 17-7120 Tourism Representation in the Midwest US Synergy-ConnectS ..-----N111 A��o® CERTIFICATE OF LIABILITY INSURANCE DATE(MM!DD/YYYY) 07/07/2017 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 have ADDITIONAL INSURED provisions or be endorsed. It 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 CONTACT Melissa Iglesias NAME: E&S INSURANCE GROUP VC o.Ext): 786=899 4399 1f No)c 786-899-4409 13701 SW 88TK ST STE 303<1 EMAIL m) esia esinsurance roupcom. 'ADDRESS ' STE 303-1 INSURER(S)AFFORDING COVERAGE MAIC# • MIAMI FL 33186-1309 INSURER A: COVINGTON INSURANCE COMPANY , INSURED INSURER B: SYNERGY-CONNECT LLC INSURER C: 6770 INDIAN CREEK, INSURER D #8D INSURER E Kuril Beach FL '381415716 ;IgSURER,F- COVERAGES CERTIFICATE NUMBER:'.01 REVISION NUMBER:2017 - THIS-IS TO-CERTIFY THAT TI-fE POLICIES OF INSURANCE LISTED BELOW HAVE BEENISSUEDTO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS • CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES,LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR JNSD WVD POLICY NUMBER IMM/DDIYYYY) (MMIDDIYYYY), X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 DAMAGE TO RENTED $ 100000 ,CLAIMS-MADE X OCCUR PREMISES(Ea M�'rcence) —._. , fAEO,EXP(Any one person), $: 5000. A , Y ; CLP1152421. ,07/07/2017 ,07/07/2018 PERSONAL&ADV MIRY 5 1;,000,000 GE 'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2-,000,006 X POLICY , 2,000,000 , JECT LOO PRODUCTS-COMP/OP AGG $ OTHER: DEDUCTIBLE $ 500 AUTOMOBILE LIABILITY I COMBINED SINGLE LIMIT $ (Ea accident) ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS _ HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY .(Peraccident) _ $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ _ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ WORKERS COMPENSATION AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE N/A E,L,EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? (Mandatory,.in-$N)- EL DISEASE-EAE11IPLCt/EE r If yes;describe unden DESCRIPTION'OF OPERATIONS Belbw E.U.DISEASE-POLICY•LIINIT- $ DESCRIPTION OF OPERATIONS/LOCATIONS I VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) SALES OR SERVICE ORGANIZATION BRINGING TOURISM LEADS THE FOLLOWING IS LISTED AS ADDITIONAL INSURED:COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS,OR,BOARD OF COUNTY COMMISSIONERS IN COLLIER COUNTY,OR COLLIER COUNTY GOVERNMENT,OR COLLIER COUNTY. FORM'GBA 903001-CANCEL/ANON AND NON RENEWAL:A 30 DAYS.CANCELLATION NOTICE WILL'BE DELIVERED.IN CASE OF•CANCELLATION TO ADDITIONAL INSURED. CERTIFICATE HOLDER CANCELLATION COLLIER COUNTY SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE I. ©1988-2016 ACORD CORPORATION. All rights reserved. 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JIMMY PATRO NI 5 CHIEF FINANICAL OFFICER STATE OF FLORIDA DEPARTMENT OF FINANCIAL SERVICES DIVISION OF WORKERS'COMPENSATION CERTIFICATE OF ELECTION TO BE EXEMPT FROM FLORIDA WORKERS'COMPENSATION LAW " 1 NON-CONSTRUCTION INDUSTRY EXEMPTION Th is certifies that the individual listed below has elected to be exempt from Florida Workers'Corrpensabon law. • EFFECTIVE DATE: 11/6/2017 EX pouk-noN DATE: 11/6/2019 PERSON: PE REZ PATRICIA FEIN: 623234500 1 BUSINESS NAME AND ADDRESS: SYNERGY-CONNECT, LLC 6770 INDIAN CREEK. APT 8D MIAMI BEACH FL 33141 SCOPE OF BUSINESS OR TRADE: saiatpars3a&a, Cole:tot Outset IMPORTANT':Pursuant la enapier 440.051 14,1.F.S,art cheer ol a corporabon vino erects excerpter born this crisiber by brig a cerate 01 eLection tweet Wits section may ric4 recover benents or compensation unbar hrs chapter.Pursuant to Chapter 4411105412k F.S..Cenbcates ot eiecbch to be exemot_apoty 3 rey wiewi the scope of Ine business or ie ii_vetsbn he notice cit election to be exempt Pursuant h Chapter 440.05414 FS_Notices ot erection to be f.,xempt and certificates of erection to be exempt stail be subject to reidcation il,at any time atter the tati2 of he notice or the issuance et tie certificate,he I Damn named on tie notice or cerhicale no aDeVef meets the reraarements of he section er resuande ad a certate The department shall revoke a 2e,1cate at ary tine hr based the person named an the certacate to meet he requeernents 01 Ihe section. DFS—F2-0WC-252 CERTIFICATE OI PI FCTION TO BE EXEMPT REVISED 08-13 OUE S T IONS?M50)413-1609 .4 2 LanceBarbara From: GonzalezGreily Sent: Tuesday, November 07, 2017 1:51 PM To: LanceBarbara Subject: RE: Professional Liability/Synergy Connect Good Afternoon Barbara, I checked with our insurance agent and he confirmed that Professional Liability is not required. Thank you, Greily From: LanceBarbara Sent:Tuesday, November 07, 2017 8:15 AM To: GonzalezGreily<GreilyGonzalez@colliergov.net> Subject: FW: Professional Liability/Synergy Connect Thank you, Barbara Lance II Procurement Technician Collier County Procurement Services 3295 Tamiami Trail East Naples, FL 34112 Phone: 239.252.8998 BarbaraLance(a�colliergov.net From: LanceBarbara Sent:Tuesday, November 07, 2017 7:43 AM To: GonzalezGreily<GreilyGonzalez@colliergov.net> Subject: FW: Professional Liability/Synergy Connect Greily, Please read the below emails regarding the Insurance Agent's (Melissa Iglesias) reason for not providing Professional Liability. Thank you, Barbara Lance II Procurement Technician Collier County Procurement Services 3295 Tamiami Trail East Naples, FL 34112 Phone: 239.252.8998 BarbaraLance(a colliergov.net From: Maura Zhang [mailto:maura@synergv-connect.us] Sent: Monday, November 06, 2017 3:12 PM To: LanceBarbara <BarbaraLance@colliergov.net> Cc: Patricia Sahin <psahin@synergy-connect.us> Subject: Fwd: Professional Liability/Synergy Connect Dear Barbara, Please see below the statement from our insurance agent regarding professional liability. Please let me know if you have any questions or concerns. Thank you, Maura Dominguez-Zhang, CIS Synergy-Connect P: 786-409-1648 Get Outlook for iOS From: Melissa Iglesias<miglesias@esinsurancegroup.com> Sent: Monday, November 6, 2017 2:14 PM Subject: Re: Professional Liability/Synergy Connect To: Maura Zhang<maura@synergy-connect.us> Maura, I was trying to get information from Underwriter from Carrier in response to the concerns on whether your business in fact needs a professional Liability policy and it it will even cover. Professional Liability insurance protects business owners when their specialized knowledge or skill is called into question, this pertains to an expert-such as Architect, Consultant, real estate agent, other words a licensed professional where an oversight can cost the client financial loss. The type of business which you perform is on a basis of a referral business which pertains more to general liability policy.You do not provide any type of service other than just to refer the potential client to a specific resource. The client decides whether to get service through the business you referred. You do not sell any products. Let me know if this helps or if you need something else. Thank you, Melissa Iglesias E & S Insurance Group 13701 S.W. 88TH Street Suite# 303-1 Miami, FL 33186 www.esinsurancegroup.com Direct Phone:(786) 899-4393 Main:(786) 899-4399 Fax: (786) 899-4409 2 111 Providing Insurance for all lines of Business "Commercial, Personal, Life & Health" Please remember that coverage cannot be bound, amended or cancelled via the email system. You cannot bind, alter or cancel coverage without speaking to an authorized representative of E & S Insurance Group. Coverage cannot be assumed to be bound without written confirmation from an authorized representative of E & S Insurance Group. CONFIDENTIALITY NOTICE The information contained in this communication, including attachments is privileged and confidential. It is intended only for the exclusive use of the intended recipient. If the reader of this message is not the intended recipient, or the employee or agent responsible for delvering it to the intended recipient,you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error please notify us by telephone immediately. Under Florida Law, e-mail addresses are public records. If you do not want your e-mail address released in response to a public records request, do not send electronic mail to this entity. Instead, contact this office by telephone or in writing. 3