Agenda 09/09/2014 Item #16D21 9/9/201416.D.21.
EXECUTIVE SUMMARY
Recommendation to award the Invitation To Bid No. 14-6310 `Burial and Cremation Services"to
Garfield Family Funeral&Cremation Services,Inc. Estimated annual fiscal impact is$27,500.
OBJECTIVE: To provide cremation and burial services for the indigent community and the unclaimed
deceased of Collier County.
CONSIDERATIONS: Section 406.50, Florida Statutes requires all Florida counties to provide indigent
burial and/or cremation services. On October 27, 2009, the Board adopted Resolution No. 2009-253,
updating the administration of the disposition of deceased indigents and unclaimed deceased. Since 2010,
one vendor has been providing these services under a Board approved Letter of Understanding that
expires on September 14,2014.
On July 2, 2014, the Purchasing Department posted the Invitation To Bid (1113). Notifications of
this bidding opportunity were sent electronically to twenty qualified vendors. Thirteen vendors
downloaded the bid packages,and five vendors submitted bids by the deadline of July 18, 2014. The
bid award is based on various unit prices and estimated multipliers.
The application of the various unit prices and estimated multipliers results in the following:
Vendor Bid Total
Garfield Funeral Care $27,500
Muller Thompson $40,455
Naples Funeral Home $43,090
Legacy Options,LLC $43,275
All Cremation Options $34,965
Staff recommends award to the lowest responsive bidder, Garfield Family Funeral&Cremation Services,
Inc. Garfield Family Funeral agrees to charge Collier County $400 per adult cremation and no fee for
infant and child cremations. The previous vendor charge was $695 per adult cremation and $395 for
infant and child cremations. Historically the County spends approximately $49,600 per year for this
service.Cremation services under agreement with the new vendor are estimated based on prior experience
to save the County approximately $20,800 per year. Cremation services will be requested by a purchase
order using the teens of the ITB.
FISCAL IMPACT,: Funds for these services are budgeted in the Client Assistance cost center within
Housing,Human and Veteran Services' General Fund(001)budget.
GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this
Executive Summary.
LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires a majority
vote for Board approval. -JAB
RECOMMENDATION: That the Board of County Commissioners awards Invitation to Bid No. 14-
6310"Burial and Cremation Services"to Garfield Family Funeral&Cremation Services,Inc.
Prepared by:Louise Pelletier,Case Management Supervisor,Housing and Human Services
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COLLIER COUNTY
Board of County Commissioners
Item Number: 16.16.D.16.D.21.
Item Summary: Recommendation to award the Invitation To Bid No. 14-6310 "Burial and
Cremation Services"to Garfield Family Funeral &Cremation Services, Inc.
Meeting Date: 9/9/2014
Prepared By
Name: PelletierLouise
Title: Supervisor-Case Management,Housing,Human&Veteran Services
8/13/2014 10:39:13 AM
Submitted by
Title: Supervisor-Case Management,Housing,Human&Veteran Services
Name: PelletierLouise
8/13/2014 10:39:14 AM
Approved By
Name: JohnsonScott
Title: Manager-Procurement,Purchasing&General Services
Date: 8/13/2014 4:04:49 PM
Name: Markiewiczloanne
Title: Director-Purchasing/General Services,Purchasing&General Services
Date: 8/14/2014 8:16:43 AM
Name: MaeEsther
Title:Accountant, Senior,Housing,Human&Veteran Services
Date: 8/14/2014 8:45:41 AM
Name:NorthrupAdam
Title: Procurement Specialist,Purchasing&General Services
Date: 8/14/2014 1:42:43 PM
Name: AlonsoHailey
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Title: Operations Analyst,Public Services Division
Date: 8/15/2014 3:14:13 PM
Name: Bendisa Marku
Title: Supervisor-Accounting,Housing,Human&Veteran Services
Date: 8/18/2014 3:14:28 PM
Name: GrantKimberley
Title: Director-Housing,Human and Veteran S,Housing, Human&Veteran Services
Date: 8/18/2014 4:12:41 PM
Name: TownsendAmanda
Title: Director-Operations Support,Public Services Division
Date: 8/19/2014 9:50:26 AM
Name: BelpedioJennifer
Title: Assistant County Attorney, CAO General Services
Date: 8/19/2014 11:02:22 AM
Name: CarnellSteve
Title: Administrator-Public Services,Public Services Division
Date: 8/19/2014 11:34:35 AM
n
Name: FinnEd
Title: Management/Budget Analyst, Senior,Transportation Engineering&Construction Management
Date: 8/21/2014 9:28:08 AM
Name: KlatzkowJeff
Title: County Attorney,
Date: 8/21/2014 2:53:20 PM
Name: OchsLeo
Title: County Manager, County Managers Office
Date: 8/25/2014 2:20:31 PM
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Admiristndive
Purdiasing
INVITATION TO BID
Date: 07/02/2014
From: Adam Northrup, Procurement Strategist
(239) 252-6098 (Telephone)
(239) 252-6302 (FAX)
Adamnorthrup @colliergov.net (Email)
To: Prospective Vendors
Subject: Solicitation: 14-6310—Burial & Cremation Services
As requested by the Department of Housing, Human and Veterans Services, the Collier
County Board of County Commissioners Purchasing Department has issued this ITB for
the purpose of obtaining fair and competitive responses.
Please refer to the Public Notice included in this document for the opening date and
time and any applicable pre-ITB conference.
All questions regarding this ITB must be submitted online on the Collier County
Purchasing Department Online Bidding System website: www.collieroov.net/bid. All
responses to questions will be posted on the website with electronic notification to all
prospective vendors.
We look forward to your participation in Collier County's competitive procurement
process.
cc: Louise Pelletier
%chasi g Deparbrrent•3327 Tam Trail East•Naples.Florida 34112-4901•www.colliergov.netlpurs acing
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�-. Invitation to Bid
Index
Public Notice 3
Exhibit I: Scope of Work, Specifications and Response Format 4
Exhibit II: General Bid Instructions 8
Exhibit III: Standard Purchase Order Terms and Conditions 14
Exhibit IV: Additional ITB Terms and Conditions 17
Attachment 1: Vendor Submittal -Vendor's Non-Response Statement 24
Attachment 2: Vendor's Check List 25
Attachment 3: Vendor Submittal - Bid Response Form 26
Attachment 4: Vendor Submittal- Local Vendor Preference Affidavit 28
Attachment 5: Vendor Submittal- Immigration Affidavit 29
Attachment 6: Vendor Substitute W-9 30
Attachment 7: Vendor Submittal - Insurance and Bonding Requirements 31
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Public Notice
Sealed bid responses for Solicitation 14-6310 —Burial & Cremation Services, will be
received electronically only at the Collier County Government, Purchasing Department, 3327
Tamiami Trail E, Naples, FL 34112 until 3:00 PM, Collier County local time on July 18, 2014.
Solicitation responses received after the stated time and date will not be accepted.
Solicitation 14-6310—Burial & Cremation Services
All questions regarding this ITB must be submitted online on the Collier County Purchasing
Department Online Bidding System website: www.colliergov.net/bid. All responses to questions
will be posted on the website with electronic notification to all prospective vendors.
All solicitation responses must be made on the official ITB response form included and only
available for download from the Collier County Purchasing Department Online Bidding System
website noted herein. ITB Documents obtained from sources other than Collier County
Purchasing may not be accurate or current.
Collier County encourages vendors to utilize recycled paper on all manual bid response
submittals.
Collier County does not discriminate based on age, race, color, sex, religion, national origin,
disability or marital status.
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
BY: /s/Joanne Markiewicz
Director, Procurement Services
Publicly posted on the Collier County Purchasing Department website:
www.colliergov.net/purchasinq and in the lobby of the Purchasing Building on 07/02/2014.
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Exhibit I: Scope of Work, Specifications and Response Format
As requested by the Department of Housing, Human and Veterans Services Department (hereinafter,
the "Division or Department"), the Collier County Board of County Commissioners Purchasing
Department (hereinafter, "County") has issued this Invitation to Bid (hereinafter, "ITB")with the intent
of obtaining bids from interested and qualified firms in accordance with the terms, conditions and
specifications stated or attached. The Vendor, at a minimum, must achieve the requirements of the
Scope of Work and specifications stated.
The results of this solicitation may be used by other County departments once awarded according to
the Board of County Commissioners Purchasing Policy.
Brief Description of Purchase
The purpose of this solicitation is to obtain a vendor (licensed funeral home pursuant to Florida
Statutes 497.380) who will provide, on an annual basis, burial and cremation services, embalming,
and other related services for indigents or unclaimed bodies as approved by the Collier County
Department of Housing, Human and Veterans Services. Historically, County departments have spent
approximately$48,000.00.
Background
Florida Statute 406 outlines the state's mandate that each county, through their Board of County
commissioners, assume financial responsibility for the disposition of unclaimed or indigent
bodies that die within the confines of their county. The Collier County Board of County
- Commissioners has delegated administration of this function to the Collier County Department
of Housing, Human and Veterans Services and in October of 2009 formalized the Policy of
the program in Collier County Resolution#09-253.
All work under this solicitation must be in accordance with Florida Statutes 406, 470 and Collier
County Resolution 09-253.
Detailed Scope of Work
The awarded vendor shall be responsible for filing, with the appropriate agencies, all of the required
documentation pertaining to the service performed, including the following (if needed);
1) Burial Transit Permit;
2) Death Certificate (Uncertified);
3) Cremation Authorization;
4) Social Security Form/Proof of Death;
5) Medical Examiner Authorization to Cremate
Copies of all applicable documentation shall be furnished to the Collier County Department of
Housing, Human and Veterans Services for each service performed.
NOTE: It is the responsibility of the awarded vendor to obtain, file, and supply to Collier County all of
the necessary documentation if required. The omission of an item from the above list does not relieve
the vendor of this responsibility; further, vendors shall bring such an omission to the attention of the
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Collier County Procurement Services and the Collier County Department of Housing, Human and
Veterans Services in a timely fashion.
Vendors shall be aware that no services detailed in this specification shall be performed without first
receiving authorization from the Collier County Department of Housing, Human and Veterans
Services.
All Services provided under this quote must comply with all rules, laws, and practices of the State
Board of Funeral Directors and Embalmers of Florida; as well as all applicable laws and ordinances
of Collier County and the State of Florida.
CREMATION SERVICES
Collier County desires direct cremation (no viewing, no service).
1. All cremations performed under this solicitation shall be in accordance with Chapter
470 of the Florida Statutes.
2. The awarded vendor shall provide a temporary all-purpose urn, which is suitable for
shipping.
3. For those cremations authorized by the Collier County Department of Housing, Human
and Veterans Services, where no other legally authorized person can be found, the
funeral home will retain a photo of the deceased for their file. The funeral home, after
holding the cremated remains for 120 days per f.s.470.0255, and unless otherwise
authorized by the Collier County Department of Housing, Human and Veterans
Services, will arrange for the remains to be scattered at sea and retain for their file a r�
suitable certificate indicating the name, date, and location, etc. of the scattering.
FUNERAL HOME SERVICES
1. For the most part, Collier County only provides burial for those bodies the Medical
Examiner determines should not be cremated (Fla Admin Code 11G-2.002(3).
2. If it is necessary for Collier County to bury a body locally, the awarded funeral home
will coordinate burial at Lake Trafford Memorial Gardens in accordance with Collier
County Resolution#09-253.
3. Collier County desires a direct burial (no viewing, no service).
4. Should it be necessary to bury a body outside of Collier County the awarded funeral
home will submit the application and coordinate other necessary arrangements with
that cemetery.
5. The funeral home service shall consist of preparing the deceased for burial.
Embalming should be performed, if required.
6. A "flat-top" casket (pressed wood), meeting the minimum requirements set by area
cemeteries, shall be used for all deceased persons processed under this solicitation.
7. An unsealed concrete grave liner is required for all indigent burials. (All "setting fees"
shall be included in the quoted prices.) ,^
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EMBALMING FOR MEDICAL SCHOOLS/FACILITIES
1. Collier County may, on occasion, may authorize that the deceased be prepared for
acceptance by a State Medical School or medical facility, i.e., the State Anatomical
Board in Miami.
2. The preparation for a medical school or facility shall include embalming. All embalming
shall be arterial only, and performed in accordance with Florida Statute 470 and the
requirements of the medical school/facility.
3. If requested, it shall be the vendor's responsibility to contact the medical school/facility
for its specific requirements.
4. Cost for these services shall be negotiated between the awarded vendor(s) and the
school/facility.
5. Invoices for this service and transportation shall be made out to the specific
school/facility requesting service.
TRANSPORTATION— LOCAL
The awarded vendor shall provide all needed local transportation for the deceased; i.e.
transport from the hospital or Medical Examiner's office to funeral home and/or
crematorium; transport to cemetery at no additional charge.
VALUABLES/PERSONAL POSSESSIONS
Vendors shall handle all valuables the deceased may have in their possession in the following
manner:
1. Personal items (i.e.jewelry) shall be made available to the family of the deceased; if no
family is available they are turned over to the Collier County Department of Housing,
Human and Veterans Services.
2. Assets such as cash, bank account documents, etc. shall be made available to the Collier
County Department of Housing, Human and Veterans Services for probate.
DILIGENT SEARCH
If the deceased has no known relatives, the Department of Housing, Human and Veterans
Services will conduct a reasonable search for same prior to authorizing cremation or burial.
The awarded vendor agrees to expedite submission of a free death notice to the local
newspaper to assist in the search.
SERVICE COORDINATION
It shall be the responsibility of the awarded funeral home and/or crematorium vendor to
coordinate any necessary arrangements with Lake Trafford Cemetery, other cemeteries,
crematorium(s), etc.
Award Criteria
ITB award criteria is as follows:
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• All questions on the Bid document shall be answered as to price(s), time requirements, and
required document submissions.
• Award shall be based upon the responses to all questions on the Bid Response Page(s).
• Further consideration may include but not be limited to, references, completeness of bid
response and past performances on other County bids/projects.
• Prices will be read in public exactly as input on the electronic bid response form or written on
the manually submitted Bid Response Page(s) at the time of the bid opening; however, should
an error in calculations occur whenever unit pricing and price extensions are requested, the
unit price shall prevail. Mathematical miscalculations may be corrected by the County to
reflect the proper response.
• The County's Purchasing Department reserves the right to clarify a vendor's proposal prior to
the award of the solicitation.
• It is the intent of Collier County to award to the lowest, qualified and responsive vendor(s) in
accordance with the following methodology from Attachment 8: Bid Schedule:
Vendor(s)with the lowest total from Line 7 "BID TOTAL" will be awarded.
• Collier County reserves the right to select one, or more than one suppliers, however, it is the
intent to select a primary and secondary vendor.
• The contract will be in the form of a standard County Purchase Order.
Term of Contract
The contract term, if an award(s) is/are made is intended to be for two (2)years, with one (1), two
(2)year renewal option.
Prices shall remain firm for the initial term of this contract. Price adjustments are dependent upon
the consumer price index (CPI) over the past twelve (12) months, budget availability and program
manager approval.
Surcharges will not be accepted in conjunction with this contract, and such charges should be
incorporated into the pricing structure.
Projected Timetable
Event Date
Issue Solicitation Notice 07/02/2014
Last Date for Receipt of Written Questions 07/14/2014, 3:00PM
Solicitation Deadline Date and Time 07/18/2014, 3:00PM
Anticipated Evaluation of Submittals Week of 07/21/2014
Anticipated Board of County Commissioner's Contract September 2014
Approval Date
Vendor Required Documents
• Attachment 2: Vendor's Check List
• Attachment 3: Vendor Bid Response Form
• Attachment 4: Local Vendor Preference
• Attachment 5: Immigration Law Affidavit
• Attachment 6: Vendor Substitute W-9
• Attachment 7: Insurance and Bonding Requirement
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Exhibit II: General Bid Instructions
1. Purpose/Objective
As requested by the Collier County departments or divisions identified in Exhibit 1, the Collier
County Board of County Commissioners Purchasing Department (hereinafter, the County) has
issued this Invitation to Bid (hereinafter, the "ITB", or"Bid")with the sole purpose and intent of
obtaining bid responses from interested and qualified firms in accordance with the terms,
conditions, and specifications stated and/or attached herein/hereto. The successful vendor will
hereinafter be referred to as the "Vendor"
All bids must be submitted on the Bid form furnished by the County noted in Attachments
2, 3, 4, 5, 6, and 7 of this ITB. No bid will be considered unless the Bid form is properly
signed. Vendor is responsible to read and follow the instructions very carefully, as any
misinterpretation or failure to comply with these instructions could lead to the bid submitted as
being rejected as non-responsive.
2. Pricing
Vendors must provide unit prices using the unit of measured specified by the County. All prices
will remain firm for a period of one hundred and eighty (180) calendar days from date of bid
opening. After award by the Board of County Commissioners, prices may only be adjusted as
outlined in Exhibit I: Term of Contract.
3. Alternate Bid Pricing
In the event that alternate pricing is requested, it is an expressed requirement of the bid to provide
pricing for all alternates as listed. The omission of a response or a no-bid or lack of a submitted
price will be the basis for the rejection of the submitted bid response. All bids responses received
without pricing for all alternates as listed will be considered technically non-responsive and will not
be considered for award.
4. Equal Product
Manufacturer's name, brand name and/or model number are used in these specifications for the
purpose of establishing minimum requirements of level of quality, standards of performance and/or
design required, and is in no way intended to prohibit the bidding of other manufacturer's items of
equal or similar material. An equal or similar product may be bid, provided that the product is
found to be equal or similar in quality, standard of performance, design, etc. to the item specified.
Where an equal or similar is bid, the Bid must be accompanied with two (2) complete sets of
factory information sheets (specifications, brochures, etc.) and test results, if applicable, of unit bid
as equal or similar.
Equal product samples, if required for evaluation, and at no cost to the County, must be submitted
with Bid. Unless otherwise directed in the solicitation, the bid will not be considered unless
samples are delivered to specified address by bid due date. The County shall be sole judge of
equality or similarity, and its decision shall be final in the best interest.
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5. Discounts
Any discounts or terms must be shown on the Bid form. Such discounts, if any, may be
considered in the award of tie bids. In no instance should payment terms less than fifteen (15)
calendar days be offered.
6. Exceptions
Vendors taking exception to any part or section of these specifications shall indicate such
exceptions on a separate sheet entitled "EXCEPTIONS TO SPECIFICATIONS." Failure to
indicate any exceptions to the specifications shall be interpreted as the Vendors intent to fully
comply with the specifications as written. The County, at its sole discretion, shall determine if the
exceptions are material in nature, and if the Vendor's exceptions may be declared grounds for
rejection of bid proposal.
7. Addenda
The County reserves the right to formally amend and/or clarify the requirements of the bid
specifications where it deems necessary. Any such addendum/clarification shall be in writing and
shall be distributed electronically to all parties who received the original bid specifications prior to,
the deadline for submission of Bids. All changes to this ITB will be conveyed electronically through
a notice of addendum or questions and answers to all vendors registered under the applicable
commodity code(s) at the time when the original ITB was released, as well as those vendors who
downloaded the ITB document. Additionally, all addendums are posted on the Collier County
Purchasing Department Online Bidding System website: www.colliergov.net/bid. Before submitting
a bid response, please make sure that you have read all, understood clearly and complied
completely with any changes stated in the addenda as failure to do so may result in the rejection
of your submittal.
8. Bid Submission
Collier County prefers bids to be submitted electronically. All electronic bids shall be submitted
online via the Collier County Purchasing Department Online Bidding System:
www.colliergov.net/bid.
If you must submit a paper bid, all paper bids shall be submitted to the County Procurement
Director, Collier County Government, Purchasing Department, 3327 Tamiami Trail E, Naples, FL
34112, by the date and time as stated in the Legal Notice. The County assumes no responsibility
for bid responses received after the due date and time, or at any office or location other than that
specified herein, whether due to mail delays, courier mistakes, mishandling, inclement weather or
any other reason. Late bid responses shall be returned unopened, and shall not be considered for
award. Paper submission must have one (1) paper copy clearly labeled "Master," and one (1)
compact disks (CD's)with one copy of the proposal on each CD in Word, Excel or PDF. List
the Solicitation Number and Title on the outside of the box or envelope. All bids sent by courier
service must have the bid number and title on the outside of the courier packet.
Vendors who wish to receive copies of bids after the bid opening may view and download same
from the Collier County Purchasing Department Internet bid site.
9. Questions
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If the vendor should be of the opinion that the meaning of any part of the Bid Document is
�-. doubtful, obscure or contains errors or omissions it should report such opinion to the Procurement
Strategist before the bid opening date. Direct questions related to this ITB only to the Collier
County Purchasing Department Internet website:www.collieroov.net/bid. Questions will not be
answered after the date noted on the ITB.
Vendors must clearly understand that the only official answer or position of the County will be the
one stated on the Collier County Purchasing Department Online Bidding System website. For
general questions, please call the referenced Procurement Strategist identified in the Public
Notice.
10. Protests
Any prospective vendor/proposer who desires to protest any aspect(s) or provision(s)of the
solicitation (including the form of the solicitation documents or procedures) shall file their protest
with the Procurement Director prior to the time of the bid opening strictly in accordance with the
County's then current purchasing ordinance and policies.
11. Rejection and Waiver
The County reserves the right to reject any and all bids, to waive defects in the form of bid, also to
select the bid that best meets the requirements of the County.
Vendors whose bids, past performance or current status do not reflect the capability, integrity or
reliability to fully and in good faith perform the requirements denoted may be rejected as non-
responsive. Bids that do not meet all necessary requirements of this solicitation or fail to provide
all required information, documents or materials may be rejected as non-responsive.
12. Local Vendor Preference (LVP)
The County is using the Competitive Sealed Quotation methodology of source selection for this
procurement, as authorized by Ordinance Number 2013-69 establishing and adopting the Collier
County Purchasing Ordinance.
Local business means the vendor has a current Business Tax Receipt issued by the Collier
County Tax Collector for at least one year prior to bid or proposal submission to do business
within Collier County, and that identifies the business with a permanent physical business address
located within the limits of Collier County from which the vendor's staff operates and performs
business in an area zoned for the conduct of such business. A Post Office Box or a facility that
receives mail, or a non-permanent structure such as a construction trailer, storage shed, or other
non-permanent structure shall not be used for the purpose of establishing said physical address.
In addition to the foregoing, a vendor shall not be considered a "local business" unless it
contributes to the economic development and well-being of Collier County in a verifiable and
measurable way. This may include, but not be limited to, the retention and expansion of
employment opportunities, support and increase to the County's tax base, and residency of
employees and principals of the business within Collier County. Vendors shall affirm in writing their
compliance with the foregoing at the time of submitting their bid or proposal to be eligible for
consideration as a "local business" under this section. A vendor who misrepresents the Local
Preference status of its firm in a proposal or bid submitted to the County will lose the privilege to
claim Local Preference status for a period of up to one year.
Under this solicitation, bidders desiring to receive local preference will be invited and required to
affirmatively state and provide documentation as set forth in the solicitation in support of their
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status as a local business. Any bidder who fails to submit sufficient documentation with their bid
offer shall not be granted local preference consideration for the purposes of that specific
contract award. Except where federal or state law, or any other funding source, mandates to the
contrary, Collier County and its agencies and instrumentalities, will give preference to local
businesses in the following manner.
Competitive bid (local price match option). Each formal competitive bid solicitation shall
clearly identify how the price order of the bids received will be evaluated and determined.
When a qualified and responsive, non-local business submits the lowest price bid, and the bid
submitted by one or more qualified and responsive local businesses is within ten percent of the
price submitted by the non-local business, then the local business with the apparent lowest bid
offer (i.e., the lowest local bidder) shall have the opportunity to submit an offer to match the
price(s), less one (1) dollar, offered by the overall lowest, qualified and responsive bidder. In
such instances, staff shall first verify if the lowest non-local bidder and the lowest local bidder
are in fact qualified and responsive bidders. Next, the Purchasing Department shall determine if
the lowest local bidder meets the requirements of Fla. Stat. Sec.287.087 (Preferences to
businesses with drug-free workplace programs). If the lowest local bidder meets the
requirements of Fla. Stat. Sec. 287.087, the Purchasing Department shall invite the lowest
local bidder to submit a matching offer, less one (1) dollar, within five (5) business days
thereafter. If the lowest local bidder submits an offer that fully matches the lowest bid, less
one (1) dollar, from the lowest non-local bidder tendered previously, then award shall be made
to the local bidder. If the lowest local bidder declines or is unable to match the lowest non-local
bid price(s), then award will be made to the lowest overall qualified and responsive bidder. If the
lowest local bidder does not meet the requirement of Fla. Stat. Sec 287.087, and the lowest
non-local bidder does, award will be made to the bidder that meets the requirements of the
reference state law.
Bidder must complete and submit with their bid response the Affidavit for Claiming Status as a
Local Business which is included as part of this solicitation.
Failure on the part of a Bidder to submit this Affidavit with their bid response will preclude
said Bidder from being considered for local preference on this solicitation.
A Bidder who misrepresents the Local Preference status of its firm in a bid submitted to the
County will lose the privilege to claim Local Preference status for a period of up to one (1)year.
The County may, as it deems necessary, conduct discussions with responsible bidders
determined to be in contention for being selected for award for the purpose of clarification to
assure full understanding of, and responsiveness to solicitation requirements.
13. Immigration Affidavit Certification
Statutes and executive orders require employers to abide by the immigration laws of the United
States and to employ only individuals who are eligible to work in the United States.
The Employment Eligibility Verification System (E-Verify) operated by the Department of
Homeland Security (DHS) in partnership with the Social Security Administration (SSA), provides
an Internet-based means of verifying employment eligibility of workers in the United States; it is
not a substitute for any other employment eligibility verification requirements. The program will be
used for Collier County formal Invitations to Bid (ITB) and Request for Proposals (RFP) including
professional services and construction services.
Exceptions to the program:
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• Commodity based procurement where no services are provided.
• Where the requirement for the affidavit is waived by the Board of County
Commissioners
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. Vendors are also
required to provide the Collier County Purchasing Department an executed affidavit certifying they
shall comply with the E-Verify Program. The affidavit is attached to the solicitation documents. If
the BidderNendor does not comply with providing both the acceptable E-Verify evidence
and the executed affidavit the bidder's/vendor's proposal may be deemed non-responsive.
Additionally, vendors shall require all subcontracted vendors to use the E-Verify system for all
purchases not covered under the "Exceptions to the program" clause above.
For additional information regarding the Employment Eligibility Verification System (E-Verify)
program visit the following website: http://www.dhs.gov/E-Verifv. It shall be the vendor's
responsibility to familiarize themselves with all rules and regulations governing this program.
Vendor acknowledges, and without exception or stipulation, any firm(s) receiving an award shall
be 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 and with the provisions contained within this affidavit. Failure by the awarded firm(s)to
comply with the laws referenced herein or the provisions of this affidavit shall constitute a breach
of the award agreement and the County shall have the discretion to unilaterally terminate said
agreement immediately.
14. Lobbying
All firms are hereby placed on NOTICE that the County Commission does not wish to be lobbied
either individually or collectively about a project for which a firm has submitted a bid. Firms and
their agents are not to contact members of the County Commission for such purposes as
meetings of introduction, luncheons, dinners, etc. During the bidding process, from bid opening to
final Board approval, no firm or its agent shall contact any other employee of Collier County with
the exception of the Purchasing Department.
15. Certificate of Authority to Conduct Business in the State of Florid4Florida Statute
607.1501)
In order to be considered for award, firms must be registered with the Florida Department of State
Divisions of Corporations in accordance with the requirements of Florida Statute 607.1501 and
provide a certificate of authority (www.sunbiz.orq/search.html) prior to execution of a contract. A
copy of the document may be submitted with the solicitation response and the document number
shall be identified. Firms who do not provide the certificate of authority at the time of response
shall be required to provide same within five (5) days upon notification of selection for award. If the
firm cannot provide the document within the referenced timeframe, the County reserves the right
to award to another firm.
16. General Information
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When it is deemed by the County that a bid cannot be awarded as originally intended, the County
reserves the right to award this bid through an approach which is the best interest of the County.
Alternate bids will not be considered unless authorized by the ITB. In case of identical bids tying
as low bid, the County shall ask vendors to submit certification that they have a drug-free
workplace in accordance with Section 287.087 Florida Statutes. Should all vendors provide said
certification; the County will give local vendor preference.
17. Bid Award Process
Award of contract will be made by the Board of County Commissioners in public session.
Award shall be made in a manner consistent with the County's Purchasing Policy. Award
recommendations will be posted outside the offices of the Purchasing Department as well as on
the Collier County Purchasing Department website on Wednesdays and Thursdays prior to the
County Commission meetings.
Any actual or prospective respondent who desires to formally protest the recommended contract
award must file a notice of intent to protest with the Procurement Director within two (2) calendar
days (excluding weekends and County holidays) of the date that the recommended award is
posted. Upon filing of said notice, the protesting party will have five (5) days to file a formal
protest and will be given instructions as to the form and content requirements of the formal protest.
A copy of the "Protest Policy" is available at the office of the Procurement Director.
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Exhibit III: Standard Purchase Order Terms and Conditions
1. Offer delivery; provided that risk of loss prior to
This offer is subject to cancellation by the actual receipt of the goods by the COUNTY
COUNTY without notice if not accepted by nonetheless remain with VENDOR.
VENDOR within fourteen (14)days of issuance. b) No charges will be paid by the COUNTY for
packing, crating or cartage unless otherwise
2. Acceptance and Confirmation specifically stated in this Purchase Order.
This Purchase Order (including all documents Unless otherwise provided in Purchase
attached to or referenced therein) constitutes Order, no invoices shall be issued nor
the entire agreement between the parties, unless payments made prior to delivery. Unless
otherwise specifically noted by the COUNTY on freight and other charges are itemized, any
the face of this Purchase Order. Each delivery of discount will be taken on the full amount of
goods and/or services received by the COUNTY invoice.
from VENDOR shall be deemed to be upon the c) All shipments of goods scheduled on the
terms and conditions contained in this Purchase same day via the same route must be
Order. consolidated. Each shipping container must
be consecutively numbered and marked to
No additional terms may be added and Purchase show this Purchase Order number. The
Order may not be changed except by written container and Purchase Order numbers must
instrument executed by the COUNTY. VENDOR be indicated on bill of lading. Packing slips
is deemed to be on notice that the COUNTY must show Purchase Order number and
objects to any additional or different terms and must be included on each package of less
conditions contained in any acknowledgment, than container load (LCL) shipments and/or
invoice or other communication from VENDOR, with each car load of equipment. The
�--, notwithstanding the COUNTY'S acceptance or COUNTY reserves the right to refuse or
payment for any delivery of goods and/or return any shipment or equipment at
services, or any similar act by VENDOR. VENDOR'S expense that is not marked with
Purchase Order numbers. VENDOR agrees
3. Inspection to declare to the carrier the value of any
All goods and/or services delivered hereunder shipment made under this Purchase Order
shall be received subject to the COUNTY'S and the full invoice value of such shipment.
inspection and approval and payment therefore d) All invoices must contain the Purchase Order
shall not constitute acceptance. All payments are number and any other specific information as
subject to adjustment for shortage or rejection. identified on the Purchase Order. Discounts
All defective or nonconforming goods will be of prompt payment will be computed from the
returned pursuant to VENDOR'S instruction at date of receipt of goods or from date of
VENDOR'S expense. receipt of invoices, whichever is later.
Payment will be made upon receipt of a
To the extent that a purchase order requires a proper invoice and in compliance with
series of performances by VENDOR, the Chapter 218, Fla. Stats., otherwise known as
COUNTY prospectively reserves the right to the "Local Government Prompt Payment
cancel the entire remainder of the Purchase Act," and, pursuant to the Board of County
Order if goods and/or services provided early in Commissioners Purchasing Policy.
the term of the Purchase Order are
non-conforming or otherwise rejected by the 5. Time Is Of the Essence
COUNTY. Time for delivery of goods or performance of
services under this Purchase Order is of the
4. Shipping and Invoices essence. Failure of VENDOR to meet delivery
a) All goods are FOB destination and must be schedules or deliver within a reasonable time, as
suitably packed and prepared to secure the interpreted by the COUNTY in its sole judgment,
lowest transportation rates and to comply shall entitle the COUNTY to seek all remedies
with all carrier regulations. Risk of loss of available to it at law or in equity. VENDOR
any goods sold hereunder shall transfer to agrees to reimburse the COUNTY for any
the COUNTY at the time and place of expenses incurred in enforcing its rights.
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VENDOR further agrees that undiscovered VENDOR shall indemnify and hold harmless the
delivery of nonconforming goods and/or services COUNTY from any and all claims, including
is not a waiver of the COUNTY'S right to insist claims of negligence, costs and expenses,
upon further compliance with all specifications. including but not limited to attorneys'fees, arising
from, caused by or related to the injury or death
6. Changes of any person (including but not limited to
The COUNTY may at any time and by written employees and agents of VENDOR in the
notice make changes to drawings and performance of their duties or otherwise), or
specifications, shipping instructions, quantities damage to property (including property of the
and delivery schedules within the general scope COUNTY or other persons), which arise out of or
of this Purchase Order. Should any such change are incident to the goods and/or services to be
increase or decrease the cost of, or the time provided hereunder.
required for performance of the Purchase Order,
an equitable adjustment in the price and/or 11. Warranty of Non-Infringement
delivery schedule will be negotiated by the VENDOR represents and warrants that all goods
COUNTY and VENDOR. Notwithstanding the sold or services performed under this Purchase
foregoing, VENDOR has an affirmative obligation Order are: a) in compliance with applicable laws;
to give notice if the changes will decrease costs. b) do not infringe any patent, trademark,
Any claims for adjustment by VENDOR must be copyright or trade secret; and c) do not constitute
made within thirty (30) days from the date the unfair competition.
change is ordered or within such additional
period of time as may be agreed upon by the VENDOR shall indemnify and hold harmless the
parties. COUNTY from and against any and all claims,
including claims of negligence, costs and
7. Warranties expense, including but not limited to attorneys'
VENDOR expressly warrants that the goods fees, which arise from any claim, suit or
and/or services covered by this Purchase Order proceeding alleging that the COUNTY'S use of
will conform to the specifications, drawings, the goods and/or services provided under this
samples or other descriptions furnished or Purchase Order are inconsistent with VENDOR'S
specified by the COUNTY, and will be of representations and warranties in section 11 (a).
satisfactory material and quality production, free
from defects and sufficient for the purpose If any claim which arises from VENDOR'S breach
intended. Goods shall be delivered free from any of section 11 (a) has occurred, or is likely to
security interest or other lien, encumbrance or occur, VENDOR may, at the COUNTY'S option,
claim of any third party. These warranties shall procure for the COUNTY the right to continue
survive inspection, acceptance, passage of title using the goods or services, or replace or modify
and payment by the COUNTY. the goods or services so that they become
non-infringing, (without any material degradation
8. Statutory Conformity in performance, quality, functionality or additional
Goods and services provided pursuant to this cost to the COUNTY).
Purchase Order, and their production and
transportation shall conform to all applicable 12. Insurance Requirements
laws, including but not limited to the Occupational The VENDOR, at its sole expense, shall provide
Health and Safety Act, the Federal commercial insurance of such type and with such
Transportation Act and the Fair Labor Standards terms and limits as may be reasonably
Act, as well as any law or regulation noted on the associated with the Purchase Order. Providing
face of the Purchase Order. and maintaining adequate insurance coverage is
a material obligation of the VENDOR. All
9. Advertising insurance policies shall be executed through
No VENDOR providing goods and services to the insurers authorized or eligible to write policies in
COUNTY shall advertise the fact that it has the State of Florida.
contracted with the COUNTY for goods and/or
services, or appropriate or make use of the 13. Compliance with Laws
COUNTY'S name or other identifying marks or In fulfilling the terms of this Purchase Order,
property without the prior written consent of the VENDOR agrees that it will comply with all
COUNTY'S Purchasing Department. federal, state, and local laws, rules, codes, and
ordinances that are applicable to the conduct of
its business. By way of non-exhaustive example,
10. Indemnification this shall include the American with Disabilities
Act and all prohibitions against discrimination on
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the basis of race, religion, sex creed, national conditions of this Purchase Order, provided that
origin, handicap, marital status, or veterans' COUNTY has provided VENDOR with notice of
status. Further, VENDOR acknowledges and such breach and VENDOR has failed to cure
without exception or stipulation shall be fully within 10 days of receipt of such notice.
responsible for complying with the provisions of
the Immigration Reform and Control Act of 1986 19. General
as located at 8 U.S.C. 1324, et seq. and a) This Purchase Order shall be governed by
regulations relating thereto, as either may be the laws of the State of Florida. The venue
amended. Failure by the awarded firm(s) to for any action brought to specifically enforce
comply with the laws referenced herein shall any of the terms and conditions of this
constitute a breach of the award agreement and Purchase Order shall be the Twentieth
the County shall have the discretion to Judicial Circuit in and for Collier County,
unilaterally terminate said agreement Florida
immediately. Any breach of this provision may b) Failure of the COUNTY to act immediately in
be regarded by the COUNTY as a material and response to a breach of this Purchase Order
substantial breach of the contract arising from by VENDOR shall not constitute a waiver of
this Purchase Order. breach. Waiver of the COUNTY by any
default by VENDOR hereunder shall not be
14. Force Majeure deemed a waiver of any subsequent default
Neither the COUNTY nor VENDOR shall be by VENDOR.
responsible for any delay or failure in c) All notices under this Purchase Order shall
performance resulting from any cause beyond be sent to the respective addresses on the
their control, including, but without limitation to face page by certified mail, return receipt
war, strikes, civil disturbances and acts of nature. requested, by overnight courier service, or by
When VENDOR has knowledge of any actual or personal delivery and will be deemed
potential force majeure or other conditions which effective upon receipt. Postage, delivery and
will delay or threatens to delay timely other charges shall be paid by the sender. A
performance of this Purchase Order, VENDOR party may change its address for notice by
shall immediately give notice thereof, including all written notice complying with the
relevant information with respects to what steps requirements of this section.
VENDOR is taking to complete delivery of the d) The Vendor agrees to reimbursement of any
goods and/or services to the COUNTY. travel expenses that may be associated with
this Purchase Order in accordance with
15. Assignment Florida Statute Chapter 112.061, Per Diem
VENDOR may not assign this Purchase Order, and Travel Expenses for Public Officers,
nor any money due or to become due without the employees and authorized persons.
prior written consent of the COUNTY. Any e) In the event of any conflict between or
assignment made without such consent shall be among the terms of any Contract Documents
deemed void. related to this Purchase Order, the terms of
the Contract Documents shall take
16. Taxes precedence over the terms of the Purchase
Goods and services procured subject to this Order. To the extent any terms and /or
Purchase Order are exempt from Florida sales conditions of this Purchase Order duplicate
and use tax on real property, transient rental or overlap the Terms and Conditions of the
property rented, tangible personal purchased or Contract Documents, the provisions of the
rented, or services purchased (Florida Statutes, Terms and/or Conditions that are most
Chapter 212), and from federal excise tax. favorable to the County and/or provide the
greatest protection to the County shall
17. Annual Appropriations govern.
The COUNTY'S performance and obligation to
pay under this Purchase Order shall be
contingent upon an annual appropriation of
funds.
18. Termination
This Purchase Order may be terminated at any
time by the COUNTY upon 30 days prior written
notice to the VENDOR. This Purchase Order
may be terminated immediately by the COUNTY
for breach by VENDOR of the terms and
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Exhibit IV: Additional ITB Terms and Conditions
1. Additional Items and/or Services
During the contract term, Collier County reserves the right to add related items and/or services
upon negotiation of a satisfactory price by the Project Manager and Vendor.
2. Conflict of Interest
Vendor shall provide a list of any businesses and/or organizations to which the firm has any
affiliation or obligations within the past five (5)years; whether paid or donated, which could be
construed by the County as a conflict of interest. Disclosure of any potential or actual conflict of
interest is subject to County staff review and does not in and of itself disqualify a firm from
consideration. These disclosures are intended to identify and or preclude conflict of interest
situations during contract selection and execution.
3. Vendor Performance Evaluation
Collier County has implemented a Vendor Performance Evaluation System for all contracts
awarded in excess of$25,000. To this end, vendors will be evaluated on their performance upon
completion/termination of agreement.
5. Use of Subcontractors
Bidders on any service related project, including construction, must be qualified and directly
responsible for 51% or more of the solicitation amount for said work.
6. Deductions for Non-Performance
The County reserves the right to deduct a portion of any invoice for goods not delivered, or
services not performed in accordance with requirements, including required timeframe. The
County may also deduct, or chargeback the Vendor the costs necessary to correct the deficiencies
directly related to the Vendor's non-performance.
7. Offer Extended to Other Governmental Entities
Collier County encourages and agrees to the successful vendor extending the pricing, terms and
conditions of this solicitation or resultant contract to other governmental entities at the discretion of
the successful vendor.
8. Environmental Health and Safety
All Vendors and Sub vendors performing service for Collier County are required and shall comply
with all Occupational Safety and Health Administration (OSHA), State and County Safety and
Occupational Health Standards and any other applicable rules and regulations. Vendors and Sub
vendors shall be responsible for the safety of their employees and any unsafe acts or conditions
that may cause injury or damage to any persons or property within and around the work site. All
firewall penetrations must be protected in order to meet Fire Codes.
Collier County Government has authorized OSHA representatives to enter any Collier County
facility, property and/or right-of-way for the purpose of inspection of any Vendor's work operations.
This provision is non-negotiable by any department and/or Vendor.
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All new electrical installations shall incorporate NFPA 70E Short Circuit Protective Device
Coordination and Arc Flash Studies where relevant as determined by the engineer.
All electrical installations shall be labeled with appropriate NFPA 70E arch flash boundary and
PPE Protective labels.
9. Florida Wood Products
The Vendor/Contractor agrees to comply with Florida Statute 255.20 to provide lumber, timber and
other forest products produced and manufactured in the State of Florida as long as the price,
fitness and quality are equal.
10. Public Records Compliance
The Vendor/Contractor agrees to comply with the Florida Public Records Law Chapter 119
(including specifically those contractual requirements at F.S. § 119.0701(2) (a)-(d) and (3)),
ordinances, codes, rules, regulations and requirements of any governmental agencies.
11. Standards of Conduct
The Vendor shall employ people to work on County projects who are neat, clean, well-groomed
and courteous. Subject to the American with Disabilities Act, Vendor shall supply competent
employees who are physically capable of performing their employment duties. The County may
require the Vendor to remove an employee it deems careless, incompetent, insubordinate or
otherwise objectionable and whose continued employment on Collier County projects is not in the
best interest of the County.
12. Licenses
The Vendor is required to possess the correct professional and other licenses, and any other
authorizations necessary to perform the required work pursuant to all applicable Federal, State
and Local Law, Statute, Ordinances, and rules and regulations of any kind. Additionally, copies
of all the required licenses must be submitted with the bid response indicating that the
entity bidding, as well as the team assigned to the County account, is properly licensed to
perform the activities or work included in the ITB documents. Failure on the part of any
vendor to supply this documentation with their bid response may be grounds for deeming
vendor non-responsive. A Vendor with an office within Collier County is required to have an
occupational license.
All State Certified contractors who may need to pull Collier County permits or call in inspections
must complete a Collier County Contractor License registration form and submit the required fee.
After registering the license/registration will need to be renewed thereafter to remain "active" in
Collier County.
Questions regarding professional licenses should be directed to Contractor Licensing, Community
Development and Environmental Services at (239) 252-2431, 252-2432 or 252-2909. Questions
regarding required Business Tax Receipt (formerly known as Occupational Licenses) should be
directed to the Tax Collector's Office at (239) 252-2477.
13. Protection of Property
The Vendor shall ensure that the service is performed in such manner as to not damage any
property. In the event damage occurs to any property as a direct result of the Vendor or their Sub
vendor in the performance of the required service, the Vendor shall repair/replace, to the County's
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satisfaction, damaged property at no additional cost to the County. If the damage caused by the
Vendor or their Sub vendor has to be repaired/replaced by the County, the cost of such work will
be deducted from the monies due the Vendor.
14. 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, the current Collier County Ethics Ordinance 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.
15. Invoice and Payments
Payments are made in accordance with the Local Government Prompt Payment Act, Chapter 218,
Florida Statutes. Vendor's invoices must include:
• Purchase Order Number
• Description and quantities of the goods or services provided per instructions on the County's
purchase order or contract.
Invoices shall be sent to:
Board of County Commissioners
Clerk's Finance Department
ATTN: Accounts Payable
3299 Tamiami Trail E Ste 700
Naples FL 34112
Or emailed to: bccaoclerkacollierclerk.com.
Collier County, in its sole discretion, will determine the method of payment for goods and/or
services as part of this agreement.
Payment methods include:
• Traditional— payment by check, wire transfer or other cash equivalent.
• Standard — payment by purchasing card. Collier County's Purchasing Card Program is
supported by standard bank credit suppliers (i.e. VISA and MasterCard), and as such, is cognizant
of the Rules for VISA Merchants and MasterCard Merchant Rules.
The County may not accept any additional surcharges (credit card transaction fees) as a result of
using the County's credit card for transactions relating to this solicitation. The County will
entertain bids clearly stating pricing for standard payment methods. An additional separate
discounted price for traditional payments may be provided at the initial bid submittal if it is clearly
marked as an "Additional Cash Discount."
Upon execution of the Contract and completion of each month's work, payment requests may be
submitted to the Project Manager on a monthly basis by the Contractor for services rendered for
that prior month. Services beyond sixty (60) days from current monthly invoice will not be
considered for payment without prior approval from the Project manager. All invoices should be
submitted within the fiscal year the work was performed. (County's fiscal year is October 1 -
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September 30.) Invoices submitted after the close of the fiscal year will not be accepted (or
processed for payment) unless specifically authorized by the Project Manager.
Payments will be made for articles and/or 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.
In instances where the successful contractor may owe debts (including, but not limited to taxes or
other fees)to Collier County and the contractor has not satisfied nor made arrangement to satisfy
these debts, the County reserves the right to off-set the amount owed to the County by applying
the amount owed to the vendor or contractor for services performed of for materials delivered in
association with a contract.
Invoices shall not reflect sales tax. After review and approval, the invoice will be transmitted to the
Finance Division for payment. Payment will be made upon receipt of proper invoice and in
compliance with Chapter 218 Florida Statutes, otherwise known as the "Local Government Prompt
Payment Act." Collier County reserves the right to withhold and/or reduce an appropriate amount
of any payment for work not performed or for unsatisfactory performance of Contractual
requirements.
16. Survivability
Bids (ITBs/RFPs): The Consultant/ContractorNendor agrees that any Work Order/Purchase
Order that extends beyond the expiration date of Solicitation 14-6310 resultant of this solicitation
will survive and remain subject to the terms and conditions of that Agreement until the completion
or termination of any Work Order/Purchase Order.
17. Insurance Requirements
The Vendor shall at its own expense, carry and maintain insurance coverage from responsible
companies duly authorized to do business in the State of Florida as set forth in Insurance and
Bonding Requirements Attachment of this solicitation. The Vendor shall procure and maintain
property insurance upon the entire project, if required, to the full insurable value of the scope of
work.
The County and the Vendor waive against each other and the County's separate Vendors,
Contractors, Design Consultant, Subcontractors agents and employees of each and all of them, all
damages covered by property insurance provided herein, except such rights as they may have to
the proceeds of such insurance. The Vendor and County shall, where appropriate, require similar
waivers of subrogation from the County's separate Vendors, Design Consultants and
Subcontractors and shall require each of them to include similar waivers in their contracts.
Collier County shall be responsible for purchasing and maintaining, its own liability insurance.
Certificates issued as a result of the award of this solicitation must identify"For any and all work
performed on behalf of Collier County."
The General Liability Policy provided by Vendor to meet the requirements of this solicitation shall
name Collier County, Florida, as an additional insured as to the operations of Vendor under this
solicitation and shall contain a severability of interests provisions.
Collier County Board of County Commissioners shall be named as the Certificate Holder. The
"Certificate Holder" should read as follows:
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Collier County
Board of County Commissioners
Naples, Florida
The amounts and types of insurance coverage shall conform to the minimum requirements set
forth in the Insurance and Bonding Requirements Attachment, with the use of Insurance Services
Office (ISO)forms and endorsements or their equivalents. If Vendor has any self-insured
retentions or deductibles under any of the below listed minimum required coverage, Vendor must
identify on the Certificate of Insurance the nature and amount of such self- insured retentions or
deductibles and provide satisfactory evidence of financial responsibility for such obligations. All
self-insured retentions or deductibles will be Vendor's sole responsibility.
Coverage(s) shall be maintained without interruption from the date of commencement of the Work
until the date of completion and acceptance of the scope of work by the County or as specified in
this solicitation, whichever is longer.
The Vendor and/or its insurance carrier shall provide 30 days written notice to the County of policy
cancellation or non-renewal on the part of the insurance carrier or the Vendor. The Vendor shall
also notify the 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
Vendor from its insurer and nothing contained herein shall relieve Vendor of this requirement to
provide notice. In the event of a reduction in the aggregate limit of any policy to be provided by
Vendor hereunder, Vendor shall immediately take steps to have the aggregate limit reinstated to
the full extent permitted under such policy.
Should at any time the Vendor not maintain the insurance coverage(s) required herein, the
County may terminate the Agreement or at its sole discretion shall be authorized to purchase n
such coverage(s) and charge the Vendor for such coverage(s) purchased. If Vendor fails to
reimburse the County for such costs within thirty (30) days after demand, the County has the right
to offset these costs from any amount due Vendor under this Agreement or any other agreement
between the County and Vendor. The County shall be under no obligation to purchase such
insurance, nor shall it be responsible for the coverage(s) purchased or the insurance company or
companies used. The decision of the County to purchase such insurance coverage(s) shall in no
way be construed to be a waiver of any of its rights under the Contract Documents.
If the initial or any subsequently issued Certificate of Insurance expires prior to the completion of
the scope of work, the Vendor shall furnish to the County renewal or replacement Certificate(s)of
Insurance not later than ten (10) calendar days after the expiration date on the certificate. Failure
of the Vendor to provide the County with such renewal certificate(s) shall be considered
justification for the County to terminate any and all contracts.
18. Security and Background Checks
If required, Vendor/ Contractor/ Proposer shall be responsible for the costs of providing
background checks by the Collier County Facilities Management Department, and drug testing 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.
19. Maintenance of Traffic Policy
#14-6310
Burial&Cremation Services 21
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For all projects that are conducted within a Collier County Right-of-Way, the Vendor shall provide
and erect Traffic Control Devices as prescribed in the current edition of the Manual On Uniform
Traffic Control Devices (MUTCD), where applicable on local roadways and as prescribed in the
Florida Department of Transportation's Design Standards (DS) on state roadways. These projects
shall also comply with Collier County's Maintenance of Traffic Policy, #5807, incorporated herein
by reference. Copies are available through the Risk Management and/or Purchasing Departments
and are available on-line at colliergov.net/purchasing.
The Vendor will be responsible for obtaining copies of all required manuals, MUTCD, FDOT
Roadway&Traffic Design Standards Indexes, or other related documents, so to become familiar
with their requirements. Strict adherence to the requirements of the Maintenance of Traffic
("MOT") policy will be enforced under this Contract.
All costs associated with the Maintenance of Traffic shall be included on the line item on the bid
page. If MOT is required, MOT is to be provided within ten (10) days of receipt of Notice of
Award.
20. Debris
Vendor shall be responsible for the removal and disposal of all debris from the site and the
cleaning of the affected areas. Vendor shall keep the premises free of debris and unusable
materials resulting from their work and as work progresses; or upon the request of the County's
representative, shall remove and dispose such debris and materials from the property. The
Vendor shall leave all affected areas as they were prior to beginning work.
21. Direct Material Purchase
The County reserves the right to require Vendor to assign some or all of its agreements with
material suppliers directly to the County. Any such goods and/or materials purchased by the
County pursuant to such an assignment of a material supply agreement shall be referred to as
"County Furnished Materials" and the responsibilities of both the County and the Vendor relating
to said materials shall be governed by the terms and conditions of this solicitation.
Additionally, the County at its sole option may choose to purchase some or all of the goods and/or
materials from other suppliers. In either instance the County may require the following information
from the Vendor:
• Required quantities of material.
• Specifications relating to goods and/or materials required for job including brand and/or model
number or type if applicable
• Pricing and availability of goods and/or materials provided under Vendor's agreements with
material suppliers
22. Grant Compliance
The purchase of any goods and/or services that are funded through Federal Grant Appropriations,
the State of Florida, or any other public or private foundations shall be subject to the compliance
and reporting requirements of the granting agency.
23. Equipment
Vendor shall have available and in good working condition, the necessary equipment to perform
the required service. If required, the Vendor shall supply a list of equipment and an hourly rate for
each. Hourly rates will commence once equipment arrives at the service site.
#14-6310 22
Burial&Cremation Services
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In the event that additional specialized and/or heavy equipment (backhoe, crane, mudhog, etc.) is
needed, the Project Manager must be notified in advance for approval. The reimbursement of
additional equipment expense shall be at cost and will commence once equipment arrives at the
service site.The County reserves the right to request and obtain documentation of the Vendor's
cost, and to withhold payments until documentation is provided.
The scope of these specifications is to ensure the delivery of a complete unit ready for operation.
Omission of any essential detail from these specifications does not relieve the Vendor from
furnishing a complete unit.
All equipment must be new and of current manufacture in production at the time of ITB opening,
and carry standard warranties. At the time of delivery, at least two (2) complete shop repair
manuals and parts lists must be furnished with each type of equipment. Vendor must service all
equipment prior to delivery and/or acceptance by the County.
#14-6310
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9/9/2014 16.D.21.
Co er County
Administrative Services Mision
Purchasing
Attachment 1: Vendor Submittal -Vendor's Non-Response Statement
The sole intent of the Collier County Purchasing Department is to issue solicitations that are clear,
concise and openly competitive. Therefore, we are interested in ascertaining reasons why prospective
Vendors did not wish to respond to this ITB. If your firm is not responding to this ITB, please indicate
the reason(s) by checking any appropriate item(s) listed below and return this form via email or fax to
the Procurement Strategist listed on the first page or mail to: Collier County Purchasing Department,
3327 Tamiami Trail East, Naples, Florida 34112.
We are not responding to this ITB for the following reason(s):
Solicitation: 14-6310—Burial & Cremation Services
❑ Services requested not available through our company.
❑ Our firm could not meet specifications/scope of work.
❑ Specifications/scope of work not clearly understood (too vague, rigid, etc.)
❑ Project is too small.
^ ❑ Insufficient time allowed for preparation of response.
❑ Incorrect address used. Please correct mailing address:
❑ Other reason(s):
Firm's Complete Legal Name
Address
City, State, Zip
Telephone Number
FAX Number
Signature/Title
Type Name of Signature Date:
#14-6310 24
Burial&Cremation Services
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•
9/9/2014 16.D.21.
Clit Crory
Administative Samioes Dkldon
g
Attachment 2: Vendor's Check List
IMPORTANT: THIS SHEET MUST BE SIGNED BY VENDOR. Please read carefully,sign In the
spaces indicated and re turn with bid.
Vendor should check off each of the following items as the necessary action is completed:
1. The Bid has been signed.
2. The Bid prices offered have been reviewed.
3. The price extensions and totals have been checked.
4. The payment terms have been indicated.
5. My required drawings, descriptive literature, etc. have been included. •
6. Any delivery information required is included.
7. If reouired, the amount of bid bond has been checked, and the bid bond or cashiers check has
been included.
8. Addendum have been signed and included, if applicable.
9. Affidavit for Claiming Status as a Local Business, if applicable.
10. Immigration Affidavit and company's E-Verify profile page or memorandum of understanding.
11. Copies of licenses, equipment lists, subcontractors or any other information as noted in this
ITB.
12. The mailing envelope must be addressed to:
Procurement Director
Collier County Government
Purchasing Department
3327 Tamiami Trail E
Naples FL 34112
The mailing envelope must be sealed and marked with:
• Solicitation: 14-6310—Burial &Cremation Services
• Opening Date: 07/18/2014, 3:00PM
13. The bid will be mailed or delivered in time to be received no later than the specified opening
date and time. (Otherwise bid cannot be considered,)
ALL COURIER DELIVERED BIDS MUST HAVE THE BID NUMBER AND TITLE ON THE OUTSIDE
QF_THE COURIER PACKET.
•Jltl d Fu w« ( Curc
WI 021 CY
St'n, re Title
1- 204
Date
#14-6310
Burial8 Cramationsarvices Packet Page-2086-
9/9/2014 16.D.21.
Cottr____ _County
Administrative Services Division
Puny
Attachment 3: Vendor Submittal -Bid Response Form
FROM: (r i f i
Board of County Commissioners
Collier County Government Center
Naples, Florida 34112
RE: Solicitation: 14-6310—Burial &Cremation Services
Dear Commissioners:
The undersigned, as Vendor, hereby declares that the specifications have been fully examined and
the Vendor is fully informed in regard to all conditions pertaining to the work to be performed for as
per the scope of work. The Vendor further declares that the only persons, company or parties
interested in this Bid or the Contract to be entered into as principals are named herein; that this Bid is
made without connection with any other person, company or companies submitting a Bid; and it is all
respects fair and in good faith, without collusion or fraud.
The Vendor proposes and agrees if this Bid is accepted,to contract, either by a County issued
purchase order or formal contract,to comply with the requirements in full in accordance with the
terms, conditions and specifications denoted herein, according to the following unit prices:
item# Description _ Total
7 BID TOTAL $ a--41s00
Any discounts or terms must be shown on the Bid Response Form. Such discounts, if any, will be
considered and computed in the tabulation of the bids. In no instance should terms for less than
fifteen (15) days payment be offered.
Prompt Payment Terms: _ % IS Days; Net ?Days
C( Bid Response Form Is electronic. Please Input your prices online.
Note: If you choose to bid manually, please submit an ORIGINAL and ONE COPY of your bid
response pages.The undersigned do agree that should this Bid be accepted, to execute a format
contract, if required, and present the formal contract to the County Procurement Director for approval
within fifteen (15)days after being notified of an award.
#144310 26
Burial&cremation Send Packet Page-2087-
way R ATE OF I 9/9/2014 16.D.21 .
Comm[ssion#EE083084
Exph+es: APR.11,1O15 PIL°14'"IA#
BONDED TM ATLANTIC BON WCR.�A1C.
IN WITNESS WHEREOF,WE have hereunto subs bed�o r names on this I I day of
Mai , 20 1 in the County of, `.�`' 7J/// , In the State of .
Firm's Complete Legal Name Aarii-t t 4 ;(1 rbviefid 4 Cm..IAkioo Service-Sr s..
Address SIg'C'i i avv(I A ei rc c. ,ti f-a. 1 Ot
City, State, Zip Octplf5
Florida Certificate of Authority Pi t ODD O ZD4-{L 0
Document Number
Federal Tax Identification IOC>(o S a X83
Number
CCR#or CAGE Code
Telephone Number (Ilan S9(o-S�;S
FAX Number
!,,e to "51.5'1^
Signature/Title I^umtroll dif wf'ar"
Type Name of Signature Q(tA e. 04 f i
Date 2-4111
Additional Contact Information
Send Payments To: (REQUIRED ONLY if different from above)
Firm's Complete Legal Name
Address
City, State, Zip
Contact Name
Telephone Number
FAX Number
Email Address
#14.6310 27
Burial&Cremation services Packet Page-2088-
9/9/2014 16.D.21.
Co CovCows1►
Attachment 4: Vendor Submittal—Locai Vendor Preference Affidavit
Solicitation: 144310—Burial&Cremation Services(Check Appropriate Boxes Below)
State of Florida(Select County if Vendor Is described as a Local Business
Er 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:
Local business means the vendor has a current Business Tax Receipt issued by the Collier County Tax
Collector for at least one year prior to bid or proposal submission to do business within Collier County,and
that identifies the business with a permanent physical business address located within the limits of Collier
County from which the vendor's staff operates and performs business in an area zoned ibr the conduct of
such business. A Post Office Box or a facility that receives mail,or a non-permanent structure such as a
construction trailer,storage shed,or other non-permanent structure shall not be used for the purpose of
establishing said physical address. In addition to the foregoing,a vendor shall not be considered a"local
business"unless it contributes to the economic development and well-being of Collier County in a verifiable
and measurable way.This may include, but not be limited to,the retention and expansion of employment
opportunities, support and increase to the County's tax base,and residency of employees and principals of
the business within Collier County,Vendors shall affirm in writing their compliance with the foregoing at the
time of submitting their bid or proposal to be eligible for consideration as a local business"under this
section.A vendor who misrepresents the Local Preference status of its firm in a proposal or bid submitted to
the County will lose the privilege to claim Local Preference status for a period of up to one year under this
section.
Vendor must complete the following information:
Year Business Established in VI Collier County or 0 Lee County:,2D{A
Number of Employees(Including Owner(s)or Corporate Officers): -
Number of Employees Living in 1 Collier County or❑Lee(Including Owner(s)or Corporate Officers): I
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: ��CV t(('r dot ` C e., Date: "'"I r ZDl
Address in C• my (044 -"avi tta 6(Z.k. /SW ke—��''� 13eteki ke. """
Signature: 1- Title: tan(
STATE OF FLORIDA
1SI COLLIER COUNTY ❑ LEE COUNTY
Sworn to and Subscribed Before Me,a Notary Public,for the above State and County,on this, 14 Day
of y ,20 r -.
P.P.AAW.,4 J
Notary Public
My Commission Expires: x± ( `
,ST s[LyouK
(AFFIX OFFICIAL SEAL) RrKaecki
X14-6310 Commission#F,1?A830S4 28
B urial&Grennation Services Packet Page-2089-
9/9/201416.D.21.
e
�dneitrrw�a senioo.t�A14bn
Puchring
Attachment 5:Vendor Submittal—Immigration Affidavit
Solicitation:144310—Burial&Cremation 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 Affidevland acceptable evldeflc pf enrollment in the Ely,*oroaram.may deem the Venom
j3idder's proposal ee 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 1986 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-Vert y),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 G la ' Ltd f Zen.t CarC''
Print Name • ( r( 4e Title t Or rcc r
Signature C , Date '(M''Z°l`i
State of G-
County of Cit/f u'
The foregoing instrumentt (
6
was signed and acknowledged bef�oree me this /4 dsy of- Jul y .20J by
17al - ' ''14 who has produced " r Ut-LA as identification.
(Print or Type Name) (Type of identification and Number)
Notary ubl Signature .
geoge off ry Public as�jE oFflORwA
Printed Name of Notary Publ� R. K08ecki
rE 413 0thj V-/, ()Commission*EEO83O84
Notary Commission number APR.ii,2015
rY /Expiration sarmxpxaaysrtsxrcca�nonr4ca,nvc
The signee of this Affidavit guarantees,as evidenced by the sworn affidavit required herein,the truth and accuracy of
this affidavit to interrogatories hereinafter made.
#14$310 29
Burial&Cremation Services
Packet Page-2090-
9/9/2014 16.D.21.
CatrCologiv
Admki arkeSwioe Division
Attachment 8: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 wilting 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(prolOcle al i ``n)
Taxpayer Name G� riff ){t� (d1�C [ Cane 14,14104 S,vic 171
(as shown on income to. . r , 1
Business N a m e�taxp �rar L' ' L1 Cat*,.a'tta'► .2 vi=''�
Address �+(�"'(`T oltli6l 4 CAfJa1#hoc, City 1 141 LAS
State et, zip 'it V
Telephone V1(0-J a. FAX t 7)510f(P-SJS' Ema 1.:, . •qr e f • tikare5'.
Order Information Remit I Payment Information
Address ►� Ct,S Address rG/+� ems. bye ^~!
City State ZIP City State Zip
FAX FAX
Email Email
2. Company Status(check only one)
Individual I Sole Proprietor ,Corporation _Partnership
Tax Exempt(Federal Income tax-exempt entity _Limited liability Company
under Internal Revenue Service guidelines IRC
501 (c)3) C Enter the tax classification
(0 Disregarded Entity, C=Corporation,P=Partnership)
3. Taxpayer Identification Number(for tax reporting purposes only)
Federal Tax Identification Number(TIN) &V& 10gJ
(Vendors who do not have a TIN,will be required to provides social security number prior to an award of the contract.)
4. Sign and Date F
Certification:U der•: 'a JfPe/,r toy that the information shown on this form is correct to my knowledge.
Signature 4116Fit'A–II!W2T• Date, I./«f
Title 1 L T Phone Number* SirMilej `k_T
#14-6310 30
Burial&Cremation Services
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9/9/2014 16.D.21.
Administrathiesentes Division
Pardoning
Attachment 7: Vendor Submittal Insurance and Bonding Requirements
1. CI. Worker's Statutory Limits of Florida Statutes,Chapter 440 and all Federal Government
Compensation Statutory Limits and Requirements
2. 0 Employer's Liability $500.000 single limit per occurrence
3. 0;�4 Commercial General Bodily Injury and Property Damage
Liability(Occurrence Form)
patterned after the current $500.000 single limit per occurrence,$2,000,000 aggregate for Bodily Injury
ISO form Liability and Property Damage Liability. This shall include Premises and
Operations; Independent Contractors; Products and Completed Operations
and Contractual Liability.
4. e Indemnification To the maximum extent permitted by Florida law,the
ContractorNendor/Consultant shall Indemnify and hold harmless Collier
County, its officers and employees from any and all liabilities, damages,
losses and costs,Including,but not limited to, reasonable attorneys fees and
paralegals'fees,to the extent caused by the negligence,recklessness,or
Intentionally wrongful conduct of the ContractorNendor/Consultant or anyone
employed or utilized by the ContractorNendor/Consultant in the performance
of this Agreement This indemnification obligation shall not be construed to
negate,abridge or reduce any other rights or remedies which otherwise may
be available to an indemnified party or person described in this paragraph.
This section does not pertain to any incident arising from the sole negligence
of Collier County.
4. {$a Automobile Liability $300.000 Each Occurrence; Bodily Injury&Property Damage,
Owned/Non-owned/Hired;Automobile Included
5. ❑ Other insurance as 0 Watercraft $, Per Occurrence
noted:
❑ United States Longshoreman's and Harborworker's Act overage shall be
maintained where applicable to the completion of the work.
$ Per Occurrence
❑Maritime Coverage(Jones Act)shall be maintained where applicable to
the completion of the work.
Per Occurrence
❑Aircraft Liability coverage shall be carried in limits of not less than
$5,000,000 each occurrence if applicable to the completion of the Services
under this Agreement.
$ Per Occurrence
❑ Pollution $ Per Occurrence
21 Professional Liability $500,000 per claim and in
the aggregate
• $1,000,000 per claim and in the aggregate
• $2,000,000 per claim and in the aggregate
e14.6310 31
Burial s Cremation Services Packet Page-2092-
9/9/201416.D.21 .
0 Project Professional Liability $ Per Occurrence
0 Valuable Papers Insurance $ Per Occurrence
8. 0 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%of the
Contract award amount,the cost borne by the Proposer receiving an award.
The Performance and Payment Bonds shall be underwritten by a surety
authorized to do business in the State of Florida and otherwise acceptable to
Owner;provided, however,the surety shall be rated as'A'or better as to
general policy holders rating and Class V or higher rating as to financial size
category and the amount required shall not exceed 5%of the reported policy
holders'surplus, all as reported in the most current Best Key Rating Guide,
published by A.M. Best Company, Inc. of 75 Fulton Street, New York, New
York 10038.
8. RI 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. The
Certificates of Insurance must state the Contract Number, or Project Number, or specific Project
description, or must read: For any and all work performed on behalf of Collier County.
11. El 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 fire (5) days of the award of this solicitation.
4 �er04 ( 'crL.r Date, kl2aitf
Name of Firm 0 �•r ��%` 'li.. _
Vendor Signature ■ ��'�l•
Print Name —17)/c9 P' etPii'.tclt _ .---
Insurance Agency 111111i f Vi do A'CL OA A Skatn-f --
Agent Name `-""" `�p, Telephone Number(as5) % r �P
#14.6310 32
Burial&Cremation services Packet Page-2093-
RE-Vert ,(9,971614
16.D.21 .
w %-,;R-
Company ID Number: 795468
information Required for theE-Verify Program,
lnforftiatlff relating to your Company:: .
Garfield Family Funerel:8 Cremation Services,Inc
Company.Name
5644 Tavilla Mole
Suite 101: . .
Na
Company Facility Address 'FLi1 o
Company Alternate Address
County or Parish COWER
Employer.Identification Number 9oo68zne3
North American Industry
813
,Classification Systerns Code
Parent Company
Number of Employees i to 4
Number of.Sites Verified for 1
Page 14 of 17 E-Verify IOU for Employers I Revision Date 08/01/13
Packet Page-2094-
E-Verify fln.
•.9/9/2014 16.D.21 .
Company ID Number: 795468
Approved by:
Employer
Garfield Family Funeral&Cismatton Services, Inc
Name(Please Type or Print) Title
Todd Garfield
Signature Date
Electronically Signed 071012/2014
Department of Homeland Security—Verification Division
Name (Please Type or Print) Title
USCIS Verification Diviaian
Signature Date
Electronically Signed 07/02/2014
Page 13 of 17 E-Verily MOU for Employers 1 Revision Date O&M/13
Packet Page-2095-
Untitled 1 http://www.mylloridaefo.com/data/1 9/9/2014 16.D.21.
A: •ipirmL.viryninIK,
.1?liCiltiriCDEPAirtMENT:i.wrotfikioAvsEvy:404,s., - . ;.. •
Licensee gmh
Search Result: Licensee Data
7/14/2014
Demographic Information
o
N Licensee: GARFIELD FAMILY FUNERAL AND CREMATION
ame f
SERVICES INC
License#: F070355
Preferred Menieg5644 TAVILLA CIRCLE STE 101 NAPLES FL 34110
Address:
Business Leath"5644 TAVILLA CIRCLE STE 101 NAPLES FL 34110
Address:
Doing Business As: GARFIELD FUNERAL CARE-CREMATION SERVICE
License Data
Type of License: FUNERAL ESTABLISHMENT
Original Issue date: 06/29/2012
Status date: 06/29/2012
Status: VALID
Expiration date of License: 11/30/2014
DISCLAIMER
If you believe that any of the information reported regarding a particular license is
inaccurate,please call the FCCS Division staffer who handles the category of license
involved(see the"Who to Call"list on the Division webpage),The FCCS Division main
phone line is 850-413-3039.
• 2011 elFlorida Deuropeat of Financial Services
• Division of Ftmeral,Cemetety and Consumer Services
HOTLINE I-800-323-2627
200 East Gaines Street Tallahassee,Florida 32399-030
1 of 1
7/14/14 1:52 PM
Packet Page-2096-
9/9/2014 16.D.21.
16E4
RESOLUTION NO, 253
A RESOLUTION ADOPTING A POLICY TO
GOVERN THE OPERATION OF LAKE TRAFFORD
MEMORIAL GARDENS.
WHEREAS, on July 27, 1982, the Board of County Commissioners of Collier County,
Florida adopted a policy (Resolution (82-105)) governing the rights of interment, administration,
maintenance and development of Lake Trafford Memorial Gardens (Cemetery), said Policy
including the disposition of indigent deceased; and
WHEREAS, on September 22, 1987 by Resolution 87-224, and on May 1, 1990 by
Resolution 90-242, the Board of County Commissioners adopted revised Policies for the
operation of the Cemetery;and
WHEREAS, the need exists to further revise the Policy for the operation of the
Cemetery to more clearly define the rules and regulations which govern the administration and
development of Lake Trafford Memorial Gardens, and to include within the Policy provisions
relating to cremation.
NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY, FLORIDA, that all previous rules and
regulations for Lake Trafford Memorial Gardens be and hereby are revoked and rescinded, and
that the attached Policy, a copy of which shall be set forth in the Minutes of the Board of County
Commissioners for this day, be and hereby are declared to be those Rules and Regulations which
shall henceforth govern the administration, maintenance and development of Lake Trafford
Memorial Gardens.
THIS RESOLUTION adopted after motion, second and majority vote this the o2 7 m
day of CToZ.E , 2009.
ATTEST: BOARD OF COUNTY COMMISSIONERS
DWIGHT.E.. CK, CLERK COLLIER CO ' TY,FLORIDA
.....sslnls
O - By: dsrsa�G� �d it:+.r# ,ILL
+e " $ DONNA FIALA, CHAIRMAN pOiV
AI ) • I. , �
legal iiriency.. . t� „� 1Ian)�`
CO Date
r Rec'd
Je 'w-• right
Ass t County Attorney
Deputy Clerk
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BOARD OF COUNTY COMMISSIONERS
POLICY
OPERATION OF LAKE TRAFFORD MEMORIAL GARDENS
SECTION ONE: Purpose
On July 27, 1982, the Board of County Commissioners adopted a policy governing the
rights of interment, administration, maintenance and development of Lake Trafford Memorial
Gardens,said policy including the disposition of indigent deceased.
The need exists to provide a separate, revised policy for the operation of the Gardens to
more clearly define the rules and regulations regarding the establishment of a cremation only
policy for unclaimed and indigent deceased, which govern the administration and development
of Lake Trafford Memorial Gardens.
SECTION TWO: Establishment of Rules and Regulations to Govern Administration and
Maintenance of Lake Trafford Memorial Gardens
A. Lake Trafford Memorial Gardens, a cemetery acquired and maintained by Collier
County for the public benefit under authority of Chapter 63-1243, Special Acts of the Florida
State Legislature, and as recorded in Plat Book 8, Page 32 through 40 of the Public Records of
Collier County, Florida, is subject to the following Rules and Regulations prescribed for the
protection of owners' interment rights therein and for the administration, maintenance and
development of the"Gardens."
B. Rescission of previous Rules and Regulations — All previous Rules and Regulations
for Lake Trafford Memorial Gardens are hereby rescinded.
SECTION THREE: Scope of Responsibility
The Administrative Services Division Administrator or designee shall be responsible for
sale of lots, cremation of unclaimed indigent persons, maintenance, monitoring of burial and
cremation procedures to ensure compliance with the Rules and Regulations established herein,
and general administration and keeping of records concerning Lake Trafford Memorial Gardens.
SECTION FOUR: Regulations Pertaining to Interment
A. Lots or grave spaces shall be used only for burial of human dead. Only one interment
shall be made in a grave(with the exception of interment of mother and infant,or two children in
one casket.)
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B. Purchase of lot or grave space shall convey only the right of burial therein, subject to
such regulations as may be in force at the time of burial.
C. Burials in aboveground vaults shall be prohibited.
D. Sites shall be located and staked by Real Property Management or by contract with a
private individual, firm or organization if the Administrative Services Division Administrator
gives such approval.
E. Burial Casket and Liner Requirements:
(1) Burial in the Adult Section of the Gardens shall require, at a minimum, a
manufactured,cloth covered casket and a metal or concrete liner.
(2) Burial of decomposed bodies shall require, at a minimum, a metal, sealed
casket similar to the brand name Ziegler and a metal or concrete liner.
(3) Burial in the Infant Section of the Gardens shall require, at a minimum, a
vault-casket combination, dome-sealed, polyfoam fiber plastic, weather
proofed casket; a vault casket combination shall not require an additional liner
for interment.
(4) All caskets and liners shall be approved by the Administrative Services
Division Administrator or designee and no burials other than with approved
caskets and liners shall be permitted.
(5) Failure to meet these required burial casket and liner requirements will result
in having any and all interment procedures delayed until these requirements
are satisfied.
F. Notice of scheduled funerals must be given to, and an authorization to bury must be
obtained from the Administrative Services Division Administrator or designee no less than
twenty-four(24)hours before the announced time of the funeral.
SECTION FIVE: Indigent Cremation and Burial
A. ELIGIBILITY:
Any person who expires within the confines of Collier County,whether resident or non-
resident, is potentially eligible for cremation or burial. Collier County shall employ the method
of cremation for any unclaimed indigent deceased.
B. DEFINITIONS:
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(I) Unclaimed. A body is considered unclaimed when:
(a) The body is unidentified.
(b) The body has been identified but no legally authorized person(as defined in
FS 406.50)can be found to participate in the fmal disposition of the body.
(c) One or more legally authorized persons,having been contacted,will either not
claim the body for burial, or will not authorize cremation.
(2) Indigent. A deceased is considered indigent when, at the time of death,he or she
meets one hundred percent(100%) of the federal poverty level recognized by the Federal
Income Guidelines produced by the United States Department of Health and Human
Services.
C. POLICY:
The policy for disposing of bodies at Collier County's expense will be:
(1) UNCLAIMED:
(a) Veteran. Collier County will provide burial or inurnment at a national
cemetery for an eligible veteran in accordance with Florida Statute 406.50,406.51 and
C.F.R. 38.
(b) If suitable, Collier County will transfer the body to the Anatomical Board or
research facility as designated in Florida Statute 406.50.
(c) If the body is ineligible for either of the above, and the Medical Examiner's
office has not requested otherwise, the Collier County Director of Housing and Human
Services, or his/her designee,will authorize cremation.
(d) The remains will be held for one hundred-twenty(120)days and, if not
claimed by a legally authorized person,will be disposed of by the funeral home in
compliance with Florida Statute 497.607(2).
(2) INDIGENT CREMATION AND BURIAL:
(a) The Administrative Services Division Administrator or designee shall
assign burial spaces for those persons based on the policy guidelines set forth in
Section C. Those spaces will be made available at the request of the Collier County
Housing and Human Services Director or designee. The selection of such spaces by
the County shall be final.
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(b) The Administrative Services Division Administrator or designee shall be
responsible for the opening and closing of gravesites for indigent burials and indigent
veteran burials. The burials of indigent and indigent veterans will be in accordance
with the request of the Collier County Social Services Director or designee.
(c ) A Request for Deed Certificate to Right of Interment form shall be made
out for each lot used for burial of an indigent person. The first copy of the Request
shall be filed by the Human Services Director, and the second copy with Real
Property Management. No Deed Certificate shall be made out with respect to the
burial of an indigent person.
(d) Veteran. A legally authorized person may request burial or inumment at a
national cemetery for an eligible veteran in accordance with Florida Statute 406.50 and
C.F.R. 38. Collier County will not provide burial or inurnment locally if eligible for a
national cemetery.
(e) A legally authorized person may request transfer to the Anatomical Board or
research facility as designated in Florida Statute 406.50.
(0 A legally authorized person may authorize direct(no viewing, no service)
cremation through the County's contracted funeral home(s),and may receive the
cremated remains in accordance with Florida Statute.
(g) A legally authorized person may claim the body for burial. Collier County
will pay only the current contracted amount for cremation toward a direct(no viewing,no
service)burial with the contracted funeral home(s). No payments will be made to any
party other than the County contracted funeral home(s).
(h) Collier County will not provide a funeral service or financial assistance
toward a funeral service. Upgrades to the County's arrangements with the contracted
funeral home(s)are not permitted.
(i) A legally authorized person or next of kin may claim the remains through
Collier County's contracted funeral home(s), within one hundred-twenty(120)days and,
if not claimed by a legally authorized person or next of kin,the remains will be disposed
of by the funeral home in compliance with Florida Statute 497.607 (2).
D. PROCEDURES:
The Collier County Department of Housing and Human Services(HHS)will be
responsible for the implementation of the Indigent Cremation and Burial Program.
Procedures detailing the implementation of the program are the responsibility of the HHS
Department.
(1) Collier County will make all reasonable efforts to gather pertinent information,
including name, date of birth, Social Security number, date of death, cause of death,next
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of kin,financial information,veteran status,willingness of relatives to donate body for
research for education and preference for burial or cremation based on the policies as set
forth in Sections C(1)and C(2)above. In the matter of Indigent cremation, a family
member must be willing to sign an authorization for cremation and disposition for the
funeral home(s).
(2) Upgrades for caskets,cremation urns, vaults,cemetery plots,or additional funeral
services such as viewing and graveside services will not be permitted at County expense.
(3) If identification of a body has not been established,cremation shall be delayed a
minimum of ten(10)days from the official date of death. If identification of the body
has been established and the next of kin has not been found,the body will held for ten
(l 0)days from the official date of death and until reasonable efforts to locate next of kin
have been exhausted.
(4) Burial of Indigent persons will be authorized and performed once next of kin has
provided payment to Collier County for the difference of the current cremation fee
schedule and the fee schedule for burial services. Collier County Housing and Human
Services Department or his/her designee will be responsible for authorizing Indigent
Cremation and Burial service.
(a) Collier County Housing and Human Services shall coordinate with Real
Property Management all interment services at Lake Trafford Memorial Gardens
Cemetery required for either the Cremation or Burial of Unclaimed or Indigent deceased.
Furthermore,Real Property Management shall confirm burial/disposition arrangements
with the contracted funeral home,and/or associated vendors.
(5) After disposition of the Unclaimed and Indigent deceased,an itemized statement
requesting payment shall be presented to Collier County Housing and Human Services
Department by the funeral home providing the service. Collier County shall provide
payment to the contracted funeral home according to the rates in effect at the time
services were rendered, and included herein,and may be amended from time to time by
Resolution of the Board of County Commissioners.
SECTION SIX: Veteran Section
All veteran gravesites in Lake Trafford Memorial Gardens shall have flat bronze or
marble grave markers. These markers will be fastened into a concrete slab the size of 27"x 15"
x 4"and securely set flush with turf
The maintenance for the Veteran Section will be in accordance to the Maintenance
Procedures further explained in Section Nine.
SECTION SEVEN: Sale of Lots
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- A. Purchase of interment rights shall be from Collier County only. No sales shall be
made other than to natural persons, except to funeral homes for immediate use. No resale or
transfer of interment rights other than by involuntary operation of law shall be permitted, except
that the County shall repurchase by quit claim deed any unused right upon request from the
owner thereof for the original price, less recording or other fees, and any other actual
determinable expenses. No lot owner shall accept remuneration for the use of his/her lot. No
single buyer shall be permitted to purchase lots in number beyond his reasonable anticipated
requirements as determined by the County. These provisions are expressly for the provision of
any speculation in interment rights.
B. Procedures for sale of lots— The Administrative Services Division Administrator or
designee shall:
(1)Take calls from prospective purchasers.
(2) Execute Request for Deed Certificate to Right of Interment and collect
purchase price:
(a) First copy of Request for Deed Certificate to Right of Interment shall
be given to purchaser as a receipt.
(b) Second copy of Request for Deed Certificate to Right of Interment
shall be retained in Real Property Management's Lake Trafford
Cemetery files.
(c) Upon execution of a Request for Deed Certificate to Right of
Interment by the Administrative Services Division Administrator or
designee, a Deed Certificate shall be completed and sent to the
Board of County Commissioners' office for execution by the
Chairman. Upon execution,the Deed Certificate will be delivered to
the Clerk of the Courts for recording. After recording, the Deed
Certificate will be mailed by the Administrative Services Division
Administrator or designee to the purchaser as soon as practical. A
copy of the recorded Deed Certificate will be filed by Real Property
Management in the Lake Trafford Cemetery files.
(c) When a burial takes place, the date relating to the deceased will be
entered into the "Record of Interment" section of the Request for
Deed Certificate to Right of Interment. Cross-index cards by
deceased names and Deed Certificate numbers will be completed and
filed.
(d) Arrangement for burials on privately-owned lots would be made
through funeral homes, which provide the site preparation crews.
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C. Proceeds from Sale of Lots
(1) Sales price of lots shall be as determined by resolution of the Board of County
Commissioners.
(2)Full payment for grave spaces shall be made in cash or by check.
(3) Proceeds from sale shall be transmitted to the Finance Department, and a
receipt therefore shall be obtained for the Real Property Management's Lake
Trafford Cemetery files.
(4) The owner of interment rights in any unused lot or group of unused lots may
make application to the Administrative Services Division Administrator or
designee for a return of the purchase price for such lot or lots, less recording fees
and any other determinable actual cost. Upon receipt of such a request, the
Administrative Services Division Administrator or designee shall have the owner
execute a quit claim deed for the lot or lots in favor of Collier County, and give
the owners in exchange thereof a receipt specifying the amount of refund to be
payable upon acceptance of the quit claim deed. Real Property Management will
secure a refund check from Collier County's Finance Department and mail to the
owner at the address shown on the quit claim deed.
(5) The proceeds from the sale of interment spaces shall be used to help defray
expenses of development, administration and maintenance of the Gardens. All
such funds received over and above such expenses may be deposited in a trust
fund on a yearly basis. Such trust fund, when it shall become large enough that
there is sufficient income for the purpose, shall constitute a perpetual care fund
for further development and maintenance of the Gardens.
D. Approved Documentary Forms - the forms listed below are approved for use by the
Administrative Services Division Administrator or designee in accordance with this policy.
(I) Request for Deed Certificate for Right of Interment with Rules &Regulations
on reverse side.
(2) Deed Certificate.
(3) Florida Department of Revenue, Return for Transfers of Interest in Florida
Real Property.
SECTION EIGHT: Grave Markers
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A. In order to preserve uniformity, grave markers shall be approved by the
Administrative Services Division Administrator or designee. The Administrative Services
Division Administrator shall have the right to change gravesite requirements when deemed
necessary.
B. Grave memorials shall be set on the allocated grave space only. No memorial may be
set to embrace two or more grave spaces unless first approved in writing by the Administrative
Services Division Administrator.
C. Only flat bronze or marble tablets, set flush with the turf, may be used as grave
markers. The Administrative Services Division Administrator, prior to the delivery of the
markers to the Gardens,must approve any other grave marker types.
D. The Administrative Services Division Administrator or designee shall have the right
to remove any and all grave markers, grave memorials or personal property placed on a grave
space that is not in accordance with this governing policy.
SECTION NINE: Maintenance Procedures
A. Grass shall be mowed and shrubs and bushes trimmed as needed.
B. Grounds shall be policed and trash removed when accumulations become noticeable.
C. Graves shall be tended and dressed as required; fill shall be added to maintain ground
level.
D. Seed and fertilizer shall be used as needed to maintain grounds.
E. Gardens may be maintained(to include duties of caretaker)by Collier County's Parks
& Recreation Department or Facilities Management Department, or by contract with
a private individual, firm, or organization if the Administrative Services Division
Administrator gives such approval.
F. The cost of work done at the Gardens shall be budgeted as a separate section of the
budget.
SECTION TEN: Other Appurtenances
A. Enclosures of any nature, such as fences, arches, hedge or ditch around a lot or group
of lots are prohibited. Grave mounds are also strictly prohibited.
B. No trees, plants or shrubs shall be planted, pruned or removed except with the prior
written approval of the Administrative Services Division Administrator, or designee.
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SECTION ELEVEN: Conduct
Any activities within the confines of the Gardens, which are conducted in disregard of its
solemnity, including but not limited to, drunkenness, hunting, picnicking, or the
disposition of trash or litter thereon, are strictly prohibited, and offenders shall not be
permitted on the premises and may be subject to prosecution.
SECTION TWELVE: Reservation of Authority
This Policy shall be amended or rescinded only by the authority of the Board of County
Commissioners.
SECTION THIRTEEN: Effective Date
This
Policy is approved and adopted by the Board of County Commissioners this
(2271"day of t ?O 2009.
ATTEST: BOARD OF COUNTY COMMISSIONERS n
DWIGHT E. BROCK, CLERK COLLIER CO ,FLORIDA
l,, ! .$ ,., BY
!yr-r+.c.. .-a. ,
- < 411 - ► Donna Fiala, Chairman
Si
� ! ' �.Elerk
Approv and
legal suffi ..::,
Jeff t
Assis t County Attorney
Item# V2
A9enda
DL
Date , a', e
Recd
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14-6310-Burial and Cremation Services
Attachment 8: Bid Schedule
srt pricing in lines 1 -6 for Cremation and Burial Services. Your price will automatically be multiplied by column F
"Multiplier",to yield the amount in column G"Total". Report line 7"BID TOTAL"on attachment 3
Bid Response Form.
Item# Description UOM Price Multiplier* Total*
1 Infant Cremation ea $0.00 1 $0.00
2 Child Cremation ea $0.00 1 $0.00
3 Adult Cremation ea $400.00 60 $24,000.00
4 Infant Burial ea $1,000.00 1 $1,000.00
5 Child Burial ea $1,000.00 1 $1,000.00
6 Adult Burial ea $1,500.00 1 $1,500.00
7 BID TOTAL $27,500.00
*Multiplier and Total calculations are solely used for award of bid,and should not be construed as an indication of usage.
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