Agenda 06/12/2012 Item #16A24Proposed Agenda Changes
Board of County Commissioners Meeting
June 12, 2012
Move Item 16A16 to Item 11G: Recommendation to accept staffs progress report for locating a potential
All Terrain Vehicle (ATV) site and that the Board adopt the proposed Resolution establishing the Collier
County ATV Park Ad Hoc Committee, which Resolution also appoints the initial members to this Committee.
(Commissioner Hiller's request)
Move Item 16A24 to Item 1111: Recommendation to
award Invitation to Bid (ITB) 12 -5906: Five Year Cost
Benefit Analysis of the Ave Maria SRA (Stewardship
Receiving Area) to Munilytics for a cost of $15,560.
(Commissioner Hiller's request)
Move Item 16C4 to Item 11I: Recommendation to accept the Water System Audit Progress Report and to
approve adjustments to specific water /sewer accounts to correct previously billed water /sewer charges.
(Commissioner Hiller's request)
Move Item 16F8 to Item 11F: Recommendation to authorize the County Manager to reorganize certain
functions within the County Manager's Agency to align strategic goals, optimize resources, and combine expertise
under a balanced organizational structure. (Commissioner Hiller's request)
Move Item 16G1 to Item 14A1: Recommendation that the Board of County Commissioners, acting in its official
capacity as the Airport Authority, award Bid No. 12 -5822 USDA Immokalee Building Build Out in the amount of
Two Hundred Ninety Six Thousand Ninety -Nine Dollars ($296,099) to One Source Construction Company &
Builders, Inc., pending USDA approval. (Commissioner Hiller's request)
Move Item 16G2 to Item 14A2: Recommendation to approve the conveyance of an Easement to Lee County
Electric Cooperative for providing electric service to the Turbo Services Inc. leased site at the Immokalee Regional
Airport located at 190 Airpark Boulevard, Immokalee at a cost not to exceed $27. (Commissioner Hiller's request)
Move Item 16K2 to Item 12A: Recommendation to authorize an increase in the purchase order for Carlton
Fields, P.A., in the case of Collier County v. John Reynolds & Sons, Inc., et al., Case No. 10- 6658 -CA (South
Reverse Osmosis Raw Water Wellfield Pipeline Project No. 70030) (Fiscal Impact an additional $200,000).
(Commissioner Hiller's request)
Note:
Item 1OC: Resolution has been revised to more clearly state that the straw ballot will be presented solely to the
voters within the boundaries of the proposed Immokalee Area Master Plan. Copies of the revised Resolution have
been supplied to Commission members.
Time Certain Items:
6/12/2012 Item 16.A.24.
EXECUTIVE SUMMARY
Recommendation to award Invitation to Bid (ITB) 12 -5906: Five Year Cost Benefit
Analysis of the Ave Maria SRA (Stewardship Receiving Area) to Munilytics for a cost of
$15,560.00.
OBJECTIVE:
To provide direction to staff to retain the firm Munilytics to perform the review of the five -year
fiscal report submitted by the Ave Maria Stewardship Receiving Area (SRA) and provide an
analysis as to whether the fiscal neutrality requirement of the LDC has been satisfied, as well as
provide the County recommendations upon best management practices for future five -year
analysis, as required by the Land Development Code.
CONSIDERATIONS:
On February 14, 2012, the BCC directed the County manager or his designee to retain a third -
parry independent firm to review the Ave Maria SRA five -year fiscal report and determine if the
development is fiscally neutral to the County at the five -year anniversary of the project approval
utilizing a cost - benefit approach. The Ave Maria SRA five -year report, as evaluated by staff was
found to satisfy the fiscal neutrality requirement of the code. On December 14, 2010, the BCC
requested the Clerk of Courts to perform an independent review of the findings. The Clerk of
Courts was unable to reach a definite determination of fiscal neutrality and based upon this; the
BCC requested a cost - benefit analysis from an outside firm. In addition to reviewing the fiscal
analysis, the requested firm will provide the Board with suggestions for best management
practices for future five year fiscal analysis required by the Land Development Code.
Notice of solicitation 12 -5906 was sent to 632 firms on May 2, 2012. Of the 632 firms, 32
downloaded the solicitation and 2 two firms' submitted bids.
Munilytics, Ft. Lauderdale, FL;
$15,560.00, plus $175.00 per hour for Public
Meetings in excess of 6 hours
TischlerBise Bethesda, MD
$24,650.00
From review of the submitted bids, both firms have indicated a competency within the field of
fiscal analysis, as well as fiscal modeling. It should be noted that the solicitation did not request
fiscal modeling, as required for a new SRA in the Rural Lands Stewardship Area (RLSA), but
rather requested a cost benefit analysis of the fiscal analysis provided by the Ave Maria SRA, as
well as recommendations for best management practices. It should be noted that the issues
(verification of right -or -way donation, proportionate share allocation and property valuation)
which prevented the Clerk of Courts from providing a definitive determination of fiscal
neutrality to the Board may present similar difficulties for the selected firm.
Staff recommends that the Board award this ITB to Munilytics, the lowest responsive bidder.
FISCAL IMPACT:
A budget amendment moving dollars from Unincorporated Area MSTD General Fund (I 11)
reserves to the appropriate expense cost center in an amount up to $25,000 has been allocated.
Packet Page -1344-
6/12/2012 Item 16.A.24.
GROWTH MANAGEMENT PLAN (GMP) IMPACT:
Fiscal Neutrality is a requirement of the Growth Management Plan (GMP), and as implemented
within the LDC, a final determination of fiscal impact is required to satisfy Section 4.08.07.L.1.
LEGAL CONSIDERATIONS:
This executive summary has been reviewed by the County Attorney's Office. A majority vote is
necessary for Board action. (HFAC)
STAFF RECOMMENDATION:
That the Board direct staff to issue a purchase order with Munilytics to provide a cost - benefit
analysis of the Ave Maria SRA, consistent with the Land Development Code at its five -year
anniversary (June 2010) of approval and provide best management practices for future five -year
analysis.
Prepared by: Mike Bosi, AICP, Comprehensive Planning Manager, Land Development Services
Department
Attachments: Exhibit "A" Solicitation 12 -5906 Five Year Cost Benefit Analysis of the Ave
Maria SRA
Exhibit `B" Bid Tabulation
Exhibit "C" 12 -5906 Munilytics Proposal
Exhibit "D" 12 -5906 TischlerBise Proposal
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COLLIER COUNTY
Board of County Commissioners
Item Number: 16.A.24.
6/12/2012 Item 16.A.24.
Item Summary: Recommendation to award Invitation to Bid (ITB) 12 -5906: Five Year Cost
Benefit Analysis of the Ave Maria SRA (Stewardship Receiving Area) to Munilytics for a cost of
$15,560.
Meeting Date: 6/12/2012
Prepared By
Name: BosiMichael
Title: Manager - Planning,Comprehensive Planning
6/4/2012 1:43:21 PM
Submitted by
Title: Manager - Planning,Comprehensive Planning
Name: BosiMichael
6/4/2012 1:43:23 PM
Approved By
Name: MarkiewiczJoanne
Title: Manager - Purchasing Acquisition,Purchasing & Gene
Date: 6/4/2012 4:03:33 PM
Name: MarkiewiczJoanne
Title: Manager - Purchasing Acquisition,Purchasing & Gene
Date: 6/4/2012 4:03:53 PM
Name: BetancurNatali
Title: Executive Secretary,Transportation Engineering & C
Date: 6/4/2012 4:07:05 PM
Name: LorenzWilliam
Title: Director - CDES Engineering Services,Comprehensive
Date: 6/5/2012 8:39:54 AM
Packet Page-1346-
Name: MarcellaJeanne
Title: Executive Secretary,Transportation Planning
Date: 6/5/2012 9:13:05 AM
Name: AshtonHeidi
Title: Section Chief/Land Use- Transportation,County Attor
Date: 6/5/2012 4:41:23 PM
Name: FinnEd
Title: Senior Budget Analyst, OMB
Date: 6/5/2012 4:58:22 PM
Name: KlatzkowJeff
Title: County Attorney
Date: 6/6/2012 8:04:13 AM
Name: OchsLeo
Title: County Manager
Date: 6/6/2012 9:18 :14 AM
Packet Page -1347-
6/12/2012 Item 16.A.24.
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Exhibit "A" 6/12/2012 Item 16.A.24.
c;0vier C:;��y
71urchasing
INVITATION TO BID
Date: Interested Firms
From: Joanne Markiewicz
(239) 252 -8975 (Telephone)
(239) 252 -6480 (FAX)
JoanneMarkiewicz @colliergov.net (Email)
To: Prospective Vendors
Solicitation: 12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA
(Stewardship Receiving Area)
As requested by the Growth Management Division, 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 E- Procurement website: www.colliergov.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: Michael Bosi
Note: All ITB responses submitted must include one (1) original labeled MASTER,
along with one (1 exact duplicate copies, including all required forms.
W- ., ow igs...aM • Nmlm
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB
Template-03012012
Packet Page =1349-
Exhibit "A" 6/12/2012 Item 16.A.24.
Invitation to Bid
Index
PublicNotice ................................................................................................. ..............................3
Exhibit I: Scope of Work, Specifications and Response Format .................. ..............................4
Exhibit II: General Bid Instructions ............................................................... ..............................7
Exhibit III: Standard Purchase Order Terms and Conditions ....................... .............................13
Exhibit IV: Additional ITB Terms and Conditions ......................................... .............................16
Attachment 1: Vendor Submittal - Vendor's Non - Response Statement ....... .............................21
Attachment 2: Vendor's Check List ............................................................. .............................22
Attachment 3: Vendor Submittal - Bid Response Form ............................... .............................23
Attachment 4: Vendor Submittal — Local Vendor Preference Affidavit .......... .............................25
Attachment 5: Vendor Submittal — Immigration Affidavit ............................... .............................26
Attachment 6: Vendor Substitute W — 9 ........................................................ .............................27
Attachment 7: Vendor Submittal - Insurance and Bonding Requirements ... .............................29
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 2
Template-03012012
Packet Page -1350-
Exhibit "A" 6/12/2012 Item 16.A.24.
Public Notice
Sealed bid responses for Solicitation 12 -5906: Five Year Cost Benefit Analysis of the Ave
Maria SRA, will be received only at the Collier County Government, Purchasing Department,
3327 Tamiami Trail E, Naples, FL 34112 until 11 AM Collier County local time on May 24,
2012. Solicitation responses received after the stated time and date will not be accepted.
Solicitation 12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA
All questions regarding this ITB must be submitted online on the Collier County Purchasing
Department E- Procurement 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 E- Procurement 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
Interim Purchasing /General Services Director
Publicly posted on the Collier County Purchasing Department website:
www.colliergov.net /purchasing and in the lobby of the Purchasing Building on 5/2/12.
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB
Template-03012012
Packet Page -1351-
Exhibit "A" 6/12/2012 Item 16.A.24.
Exhibit I: Scope of Work, Specifications and Response Format
As requested by the Collier County Growth Management Division (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 herein.
Description of Work
The County is interested in receiving bid responses and contracting with a firm for the performance of
a cost - benefit analysis of the Ave Maria Five -year fiscal analysis report and provide best practices for
future five -year financial reports required by the Rural Lands Stewardship Area (RLSA) Overlay. The
budget for this project is anticipated not to exceed $25,000.
Background
On February 14, 2012, the BCC directed staff to retain a third -party independent firm to review the
Ave Maria SRA and determine if the development is fiscally neutral to the County at the five -year
anniversary of the project approval utilizing a cost - benefit approach. The Ave Maria SRA
(Stewardship Receiving Area) five -year report, as prepared by Fishkind evaluated by staff was found
to satisfy the fiscal neutrality requirement of the Land Development Code (LDC) section 4.08.07.L.
On December 14, 2010, the BCC requested the Clerk of Courts to perform an independent review of
the findings. The Clerk of Courts was unable to reach a definite determination of fiscal neutrality as
such, the BCC requested a cost - benefit analysis from an outside firm.
The requirements for an SRA Economic Assessment are as follows:
An Economic Assessment meeting the requirements of this Section shall be prepared and submitted
as part of the SRA Designation Application Package. At a minimum, the analysis shall consider the
following public facilities and services: transportation, potable water, wastewater, irrigation water,
stormwater management, solid waste, parks, law enforcement, emergency medical services, fire,
and schools. Development phasing and funding mechanisms shall address any adverse impacts to
adopted minimum levels of service pursuant to the Chapter 6 of the Collier County Land Development
Code (LDC).
1. Demonstration of Fiscal Neutrality. Each SRA must demonstrate that its development, as a
whole, will be fiscally neutral or positive to the Collier County tax base, at the end of each phase,
or every five (5) years, whichever occurs first, and in the horizon year (build -out). This
demonstration will be made for each unit of government responsible for the services listed below,
using one of the following methodologies:
a. Collier County Fiscal Impact Model. The fiscal impact model officially adopted and
maintained by Collier County.
b. Alternative Fiscal Impact Model. If Collier County has not adopted a fiscal impact model
as indicated above, the applicant may develop an alternative fiscal impact model using a
methodology approved by Collier County. The BCC may grant exceptions to this policy of
fiscal neutrality to accommodate affordable or workforce housing.
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB
Template_03012012
Packet Page -1352-
Exhibit "A" 6/12/2012 Item 16.A.24.
2. Monitoring Requirement. To assure fiscal neutrality, the developer of the SRA shall submit to
Collier County a fiscal impact analysis report ( "Report") every five (5) years until the SRA is ninety
(90) percent built out. The Report will provide a fiscal impact analysis of the project in accord with
the methodology outlined above.
Detailed Scope of Work
The County's Growth Management — Comprehensive Planning Department is interested in receiving
bids from interested firms who would perform the following service tasks between May 15, 2012 —
January 31, 2013:
1. Review and provide an independent cost - benefit analysis of the Ave Maria SRA at the
project's five year anniversary of approval (June 2010) utilizing the numbers provided for in the
Ave Maria Stewardship Receiving Area (SRA) Fiscal Impact Analysis Model (FIAM) 5 -year
fiscal assessment; and
2. Provide "best practice" suggestions for best management practices for future five year fiscal
assessment reports required by Land Development Code (LDC) section 4.08.07.L.
3. Provide findings to the Board of County Commissioners or other Advisory Committees or Task
Groups.
The selected firm shall agree to:
• Submit travel expenses for travel outside Lee and Collier County at the rates set forth in
Section 112.061 Florida Statutes which sets limits for per diem travel expenses for public
officers, employees and other authorized persons carrying out the task of said public officers
or employees. Reimbursements shall be for such travel expenses as mileage, breakfast,
lunch, dinner, airfare, rental car, lodging, and parking.
• Submit reimbursable expenses for actual receipted costs for the completion of the task.
Reimbursable expenses shall include, but not be limited to: postage, delivery fees, printing,
copying, faxing, etc.
Firms submitting bid responses for this ITB must have evidence of the following:
1. Three comparable public a_gency projects of similar scope. Provide a brief description of at
least three projects related to the Growth Management Plan amendment process completed for
public agencies; include dates of the projects and contact information (name, address, telephone
and email address) for the main contact individual at the public agency.
2. Credentials of staff assigned to the County's project demonstrating at least 5 — 10 years of
previous comparable experience: Provide the credentials and experiences of staff assigned to
this project.
3. Proiect costs in the following format:
1. Lump sum cost to complete the services identified in the above
Scope of Work.
$
2. Anticipated travel expenses to complete services identified in the
above Scope of Work.
$
3. Anticipated reimbursable expenses to complete the services
identified in the above Scope of Work.
$
TOTAL Costs (Add '1 +2 + 3)
$
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB
Template_03012012
Packet Page -1353-
Exhibit "A" 6/12/2012 Item 16.A.24.
4. Completed Attachments 2 — 7.
The County reserves the right to meet with the firm who provides the lowest responsive bidder to
ensure that the firm addresses all of the service tasks in the most complete and effective manner in
the interest of the citizens of Collier County.
Award Criteria
ITB award criteria is as follows:
• 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) by
calculating the TOTAL Costs.
• Collier County reserves the right to select one, or more than one suppliers, however, it is the
intent to select a single awardee.
• 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 current needs only per the
scope of service.
Prices shall remain firm for the term of this contract.
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
5/2/12
Last Date for Receipt of Written Questions
5/15/12, 12 Noon,
Naples Local Time
Addendum Issued Resulting from Written Questions
5/16/12
Solicitation Deadline Date and Time
5/24/12, 11 AM,
Naples Local Time
Anticipated Evaluation of Submittals
Late May 2012
Anticipated Issuance of Purchase Order I
Late May 2012
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB
Template_03012012
Packet Page -1354-
Exhibit "A"
Exhibit II: General Bid Instructions
6/12/2012 Item 16.A.24.
Purpose /Objective
s 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
1, 2, 3, 4, and 5 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 E- Procurement 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
All paper bids shall be submitted to the County Purchasing 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.
Vendors must submit one (1) paper copy clearly labeled "Master," and one (1) compact disks
(CD /DVD) 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
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
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Purchasing Department Internet website: www.coiliergov.net /bid. Questions will not be answered
after the date noted on the ITB. 4
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 E- Procurement website. For general
questions, please call the referenced Procurement Strategist identified in the Public Notice.
10. Protests
Any actual or prospective respondent to an Invitation to Bid, who has a serious and legitimate
issue with the ITB shall file a written protest with the Purchasing Director prior to the opening of
the bid or the due date for acceptance of bid. All such protests must be filed with the Purchasing
Director no later than 11:00 a.m. Collier County time on the advertised date for the opening of the
bid or the acceptance date for the Request for Proposals.
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 87 -25, and Collier County Resolution Number
2008 -181 establishing and adopting the Collier County Purchasing Policy.
The Collier County Board of County Commissioners has adopted a Local Preference "Right to
Match" policy to enhance the opportunities of local businesses to receive awards of Collier County
purchases.
A "local business" is defined as a business that has a valid Business Tax Receipt, formerly known
as an Occupational License issued by either Collier or Lee County for a minimum of one (1) year
prior to a Collier County quote or proposal submission that authorizes the business to provide the
commodities or services to be purchased, and a physical business address located within the
limits of Collier or Lee Counties from which the vendor operates or performs business. Post Office
Boxes are not verifiable and shall not be used for the purpose of establishing said physical
address. In addition to the foregoing, a vendor shall not be considered a "local business" unless it
contributes to the economic development and well -being of either Collier or Lee County in a
verifiable and measurable way. This may include, but not be limited to, the retention and
expansion of employment opportunities, the support and increase to either Collier or Lee County's
tax base, and residency of employees and principals of the business within Collier or Lee County.
Vendors shall affirm in writing their compliance with the foregoing at the time of submitting their
quote or proposal to be eligible for consideration as a "local business" under this section.
When a qualified and responsive non -local business submits the lowest price quote, and the quote
submitted by one or more qualified and responsive local businesses is within ten percent (10 %) of
the price submitted by the non -local business, then the local business with the apparent lowest
quote offer (i.e. the lowest local vendor) shall have the opportunity to submit an offer to match the
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price(s) offered by the overall lowest, qualified and responsive vendor. In such instances, staff
shall first verify if the lowest non -local vendor and the lowest local vendor are in fact qualified and
responsive vendors.
Next, the Purchasing Department shall determine if the lowest local vendor meets the
requirements of Section 287.087 F.S.
If the lowest local vendor meets the requirements of 287.087, F.S., the Purchasing Department
shall invite the lowest local vendor to submit a matching offer to the Purchasing Department which
shall be submitted within five (5) business days thereafter. If the lowest local vendor submits an
offer that fully matches the lowest quote from the lowest non -local vendor tendered previously,
then award shall be made to the local vendor. If the lowest local vendor declines or is unable to
match the lowest non local quote price(s), then award will be made to the lowest overall qualified
and responsive vendor. If the lowest local vendor does not meet the requirement of Section
287.087 F.S. and the lowest non -local vendor does, award will be made to the vendor that meets
the requirements of the referenced state law.
Vendor must complete and submit with its quote response the Affidavit for Claiming Status as a
Local Business which is included as part of this solicitation.
Failure on the part of a Vendor to submit this Affidavit with their quote response will
preclude said Vendor from being considered for local preference under this solicitation.
A Vendor who misrepresents the Local Preference status of its firm in a quote 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 any of the competing vendors
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:
• 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
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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- Verify. 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 seg. 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 Florida (Florida Statute
607.1501)
In order to be considered for award, firms submitting a response to this solicitation shall be
required to provide a certificate of authority from the Florida Department of State Divisions of
Corporations in accordance with the requirements of Florida Statute 607.1501
(www.sunbiz.org /search.html). A copy of the document shall 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
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.
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Exhibit "A" 6/12/2012 Item 16.A.24.
17. Bid Award Process
Award of contract will be made by the Board of County Commissioners in public session. Awards
pertaining to the Collier County Airport Authority will generally be made by that agency's approval
Board.
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 Purchasing 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 Purchasing 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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Exhibit "A"
VENDOR further agrees that undiscovered
delivery of nonconforming goods and /or services
is not a waiver of the COUNTY'S right to insist
upon further compliance with all specifications.
Changes
The COUNTY may at any time and by written
notice make changes to drawings and
specifications, shipping instructions, quantities
and delivery schedules within the general scope
of this Purchase Order. Should any such change
increase or decrease the cost of, or the time
required for performance of the Purchase Order,
an equitable adjustment in the price and /or
delivery schedule will be negotiated by the
COUNTY and VENDOR. Notwithstanding the
foregoing, VENDOR has an affirmative obligation
to give notice if the changes will decrease costs.
Any claims for adjustment by VENDOR must be
made within thirty (30) days from the date the
change is ordered or within such additional
period of time as may be agreed upon by the
parties.
7. Warranties
VENDOR expressly warrants that the goods
and /or services covered by this Purchase Order
will conform to the specifications, drawings,
samples or other descriptions furnished or
specified by the COUNTY, and will be of
satisfactory material and quality production, free
from defects and sufficient for the purpose
intended. Goods shall be delivered free from any
security interest or other lien, encumbrance or
claim of any third party. These warranties shall
survive inspection, acceptance, passage of title
and payment by the COUNTY.
Statutory Conformity
Goods and services provided pursuant to this
Purchase Order, and their production and
transportation shall conform to all applicable
laws, including but not limited to the Occupational
Health and Safety Act, the Federal
Transportation Act and the Fair Labor Standards
Act, as well as any law or regulation noted on the
face of the Purchase Order.
Advertising
No VENDOR providing goods and services to the
COUNTY shall advertise the fact that it has
contracted with the COUNTY for goods and /or
services, or appropriate or make use of the
COUNTY'S name or other identifying marks or
property without the prior written consent of the
COUNTY'S Purchasing Department.
10. Indemnification
6/12/2012 Item 16.A.24.
VENDOR shall indemnify and hold harmless the
COUNTY from any and all claims, including
claims of negligence, costs and expenses,
including but not limited to attorneys' fees, arising
from, caused by or related to the injury or death
of any person (including but not limited to
employees and agents of VENDOR in the
performance of their duties or otherwise), or
damage to property (including property of the
COUNTY or other persons), which arise out of or
are incident to the goods and /or services to be
provided hereunder.
11. Warranty of Non - Infringement
VENDOR represents and warrants that all goods
sold or services performed under this Purchase
Order are: a) in compliance with applicable laws;
b) do not infringe any patent, trademark,
copyright or trade secret; and c) do not constitute
unfair competition.
VENDOR shall indemnify and hold harmless the
COUNTY from and against any and all claims,
including claims of negligence, costs and
expense, including but not limited to attorneys'
fees, which arise from any claim, suit or
proceeding alleging that the COUNTY'S use of
the goods and /or services provided under this
Purchase Order are inconsistent with VENDOR'S
representations and warranties in section 11 (a).
If any claim which arises from VENDOR'S breach
of section 11 (a) has occurred, or is likely to
occur, VENDOR may, at the COUNTY'S option,
procure for the COUNTY the right to continue
using the goods or services, or replace or modify
the goods or services so that they become
non - infringing, (without any material degradation
in performance, quality, functionality or additional
cost to the COUNTY).
12. Insurance Requirements
The VENDOR, at its sole expense, shall provide
commercial insurance of such type and with such
terms and limits as may be reasonably
associated with the Purchase Order. Providing
and maintaining adequate insurance coverage is
a material obligation of the VENDOR. All
insurance policies shall be executed through
insurers authorized or eligible to write policies in
the State of Florida.
13. Compliance with Laws
In fulfilling the terms of this Purchase Order,
VENDOR agrees that it will comply with all
federal, state, and local laws, rules, codes, and
ordinances that are applicable to the conduct of
its business. By way of non - exhaustive example,
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
origin, handicap, marital status, or veterans'
status. Further, VENDOR acknowledges and
without exception or stipulation 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. Failure by the awarded firm(s) to
comply with the laws referenced herein shall
constitute a breach of the award agreement and
the County shall have the discretion to
unilaterally terminate said agreement
immediately. Any breach of this provision may
be regarded by the COUNTY as a material and
substantial breach of the contract arising from
this Purchase Order.
14. Force Majeure
Neither the COUNTY nor VENDOR shall be
responsible for any delay or failure in
performance resulting from any cause beyond
their control, including, but without limitation to
war, strikes, civil disturbances and acts of nature.
When VENDOR has knowledge of any actual or
potential force majeure or other conditions which
will delay or threatens to delay timely
performance of this Purchase Order, VENDOR
shall immediately give notice thereof, including all
relevant information with respects to what steps
VENDOR is taking to complete delivery of the
goods and /or services to the COUNTY.
15. Assignment
VENDOR may not assign this Purchase Order,
nor any money due or to become due without the
prior written consent of the COUNTY. Any
assignment made without such consent shall be
deemed void.
16. Taxes
Goods and services procured subject to this
Purchase Order are exempt from Florida sales
and use tax on real property, transient rental
property rented, tangible personal purchased or
rented, or services purchased (Florida Statutes,
Chapter 212), and from federal excise tax.
17. Annual Appropriations
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
conditions of this Purchase Order, provided that
COUNTY has provided VENDOR with notice of
such breach and VENDOR has failed to cure
within 10 days of receipt of such notice.
19. General
a) This Purchase Order shall be governed by
the laws of the State of Florida. The venue
for any action brought to specifically enforce
any of the terms and conditions of this
Purchase Order shall be the Twentieth
Judicial Circuit in and for Collier County,
Florida
b) Failure of the COUNTY to act immediately in
response to a breach of this Purchase Order
by VENDOR shall not constitute a waiver of
breach. Waiver of the COUNTY by any
default by VENDOR hereunder shall not be
deemed a waiver of any subsequent default
by VENDOR.
c) All notices under this Purchase Order shall
be sent to the respective addresses on the
face page by certified mail, return receipt
requested, by overnight courier service, or by
personal delivery and will be deemed
effective upon receipt. Postage, delivery and
other charges shall be paid by the sender. A
party may change its address for notice by
written notice complying with the
requirements of this section.
d) The Vendor agrees to reimbursement of any
travel expenses that may be associated with
this Purchase Order in accordance with
Florida Statute Chapter 112.061, Per Diem
and Travel Expenses for Public Officers,
employees and authorized persons.
e) In the event of any conflict between or
among the terms of any Contract Documents
related to this Purchase Order, the terms of
the Contract Documents shall take
precedence over the terms of the Purchase
Order. To the extent any terms and /or
conditions of this Purchase Order duplicate
or overlap the Terms and Conditions of the
Contract Documents, the provisions of the
Terms and /or Conditions that are most
favorable to the County and /or provide the
greatest protection to the County shall
govern.
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Exhibit "A" 6/12/2012 Item 16.A.24.
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 80% 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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Exhibit "A" 6/12/2012 Item 16.A.24.
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. 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.
10. 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.
11. 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
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.
12. Prohibition of Gifts to County Employees
No organization or individual shall offeror 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:
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 17
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Exhibit "A" 6/12/2012 Item 16.A.24.
submitting bids, RFP, and /or quotes; and, c. immediate termination of any contract held by the
individual and /or firm for cause.
13. 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: bccapclerkCaD-coliierclerk.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.
Collier County cautions vendors to consider both methods of payment when determining pricing
as no additional surcharges or fees will be considered (per Rules for VISA Merchants and
MasterCard Merchant Rules). 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 shall 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 must be
submitted within the fiscal year the work was performed. (County's fiscal year is October 1 -
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.
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 18
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Exhibit "A" 6/12/2012 Item 16.A.24.
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.
14. Survivability
Purchase Orders: The Consultant/Contractor/Vendor agrees that any Purchase Order that
extends beyond the expiration date of the original Solicitation 12 -5906: Five Year Cost Benefit
Analysis of the Ave Maria SRA will survive and remain subject to the terms and conditions of
that Agreement until the completion or termination of this Purchase Order.
15. 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:
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.
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 19
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Exhibit "A" 6/12/2012 Item 16.A.24.
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
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.
15. 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.
16. 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.
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 20
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Exhibit "A"
CoMer C:fnunn,
Administrative Services Dmwn
Purchasing
6/12/2012 Item 16.A.24.
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: 12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA
❑ 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:
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 21
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Exhibit "A" 6/12/2012 Item 16.A.24.
t f aer County
Acinvnistzatwe Services Drrision
Flurchasinq
Attachment 2: Vendor's Check List
IMPORTANT: THIS SHEET MUST BE SIGNED BY VENDOR. Please read carefully, sign in the
spaces indicated and return 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. Any required drawings, descriptive literature, etc. have been included.
6. Any delivery information required is included.
7. If required, 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:
Purchasing Director
Collier County Government
Purchasing Department
3327 Tamiami Trail E
Naples FL 34112
The mailing envelope must be sealed and marked with:
• Solicitation: 12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA
• Opening Date: 5/24/12, 11AM
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
OF THE COURIER PACKET.
Company Name
Signature & Title
Date
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 22
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Exhibit "A" 6/12/2012 Item 16.A.24.
C;ore-r du ty
AdrnnismWe Services Division
Purchasing
Attachment 3: Vendor Submittal - Bid Response Form
FROM:
Board of County Commissioners
Collier County Government Center
Naples, Florida 34112
RE: Solicitation: 12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA
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:
1. Three comparable public agency projects of similar scope: Provide a brief description of at
least three projects related to the Growth Management Plan amendment process completed for
public agencies; include dates of the projects and contact information (name, address, telephone
and email address) for the main contact individual at the public agency.
2. Credentials of staff assigned to the County's proiect demonstrating at least 5 — 10 years of
previous comparable experience: Provide the credentials and experiences of staff assigned to
this project.
3. Project costs in the following format:
1. Cost to complete the services identified in the above Scope of
Work.
$
2. Anticipated travel expenses to complete the services identified in
the above Scope of Work.
$
3. Anticipated reimbursable expenses to complete the services
identified in the above Scope of Work.
$
TOTAL Costs (Add 1 +2 + 3)
4. Completed Attachments 2 — 7.
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 23
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Exhibit "A" 6/12/2012 Item 16.A.24.
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 formal
contract, if required, and present the formal contract to the County Purchasing Director for approval
within fifteen (15) days after being notified of an award.
By submitting this Bid Response Form, the firm certifies that it has not preformed services for
the County initiated Rural Lands Stewardship Area (RLSA) 5 -year review or affiliated with any
party involved in the review, and would be considered an independent reviewer.
IN WITNESS WHEREOF, WE have hereunto subscribed our names on this day of
, 2012 in the County of , in the State of
Firm's Complete Legal Name
Address
City, State, Zip
Florida Certificate of Authority
Document Number
Federal Tax Identification
Number
Telephone Number
FAX Number
Signature / Title
Type Name of Signature
Date
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
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 24
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Exhibit "A" 6/12/2012 Item 16.A.24.
county
Adranisuabve Services DNision
Purchasing
Attachment 4: Vendor Submittal — Local Vendor Preference Affidavit
Solicitation: 12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA (Check Boxes Below)
State of Florida (Select County if Vendor is described as a Local Business
❑ Collier County
❑ Lee County
Vendor affirms that it is a local business as defined by the Purchasing Policy of the Collier County Board of
County Commissioners and the Regulations Thereto. As defined in Section XI of the Collier County Purchasing
Policy;
A "local business" is defined as a business that has a valid occupational license issued by either Collier or Lee
County for a minimum of one (1) year prior to a Collier County bid or proposal submission that authorizes the
business to provide the commodities or services to be purchased, and a physical business address located
within the limits of Collier or Lee Counties from which the vendor operates or performs business. Post Office
Boxes are not verifiable and shall not be used for the purpose of establishing said physical address. In addition
to the foregoing, a vendor shall not be considered a "local business" unless it contributes to the economic
development and well -being of either Collier or Lee County in a verifiable and measurable way. This may
include, but not be limited to, the retention and expansion of employment opportunities, the support and
increase to either Collier or Lee County's tax base, and residency of employees and principals of the business
within Collier or Lee County. Vendors shall affirm in writing their compliance with the foregoing at the time of
submitting their bid or proposal to be eligible for consideration as a "local business" under this section.
Vendor must complete the following information:
Year Business Established in ❑Collier County or ❑ Lee County:
Number of Employees (Including Owner(s) or Corporate Officers):
Number of Employees Living in ❑ Collier County or ❑ Lee (Including Owner(s) or Corporate Officers):_
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:
Address in Collier or Lee County:
Signature:
STATE OF FLORIDA
❑ COLLIER COUNTY ❑ LEE COUNTY
Date:
Title:
Sworn to and Subscribed Before Me, a Notary Public, for the above State and County, on this Day
of .20
Notary Public
My Commission Expires:
(AFFIX OFFICIAL SEAL)
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 25
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6/12/2012 Item 16.A.24.
Exhibit "A"
Cvler C Misty,
Admni"he Services vision
Purrhasina
Attachment 5: Vendor Submittal — Immigration Affidavit
Solicitation: 12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA
This Affidavit is required and should be signed, notarized by an authorized principal of the firm and submitted with formal
Invitations to Bid (ITB's) and Request for Proposals (RFP) submittals. Further, Vendors / Bidders are required to enroll
in the E- Verify program, and provide acceptable evidence of their enrollment, at the time of the submission of the
vendor's /bidder's proposal. Acceptable evidence consists of a copy of the properly completed E- Verify Company
Profile page or a copy of the fully executed E- Verify Memorandum of Understanding for the company. Failure to
include this Affidavit and acceptable evidence of enrollment in the E- Verify Program may deem the Vendor /
Bidder's proposal as non - responsive.
Collier County will not intentionally award County contracts to any vendor who knowingly employs unauthorized alien
workers, constituting a violation of the employment provision contained in 8 U.S.C. Section 1324 a(e) Section 274A(e) of
the Immigration and Nationality Act ( "INA ").
Collier County may consider the employment by any vendor of unauthorized aliens a violation of Section 274A (e) of the
INA. Such Violation by the recipient of the Employment Provisions contained in Section 274A (e) of the INA shall be
grounds for unilateral termination of the contract by Collier County.
Vendor attests that they are fully compliant with all applicable immigration laws (specifically to the 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- Verify), operated by the
Department of Homeland Security in partnership with the Social Security Administration at the time of submission of the
Vendor's / Bidder's proposal.
Company Name
Print Name Title
Signature Date
State of
County of
The foregoing instrument was signed and acknowledged before me this day of , 20_, by
(Print or Type Name)
Notary Public Signature
Printed Name of Notary Public
who has produced as identification.
(Type of Identification and Number)
Notary Commission Number /Expiration
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.
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 26
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6/12/2012 Item 16.A.24.
Exhibit "A"
Go er Commy
Adm rastrduve Sermoes Dvism
Purrhasing
Attachment 6: Vendor Substitute W — 9
Request for Taxpayer Identification Number and Certification
In accordance with the Internal Revenue Service regulations, Collier County is required to collect the following
information for tax reporting purposes from individuals and companies who do business with the County (including
social security numbers if used by the individual or company for tax reporting purposes). Florida Statute
119.071(5) require that the county notify you in writing of the reason for collecting this information, which will be
used for no other purpose than herein stated. Please complete all information that applies to your business and
return with your quote or proposal.
1. General Information (provide all information)
Taxpayer Name
(as shown on income tax return)
Business Name
(if different from taxpayer name)
Address
State
Telephone FAX
Order Informatio
Address
City
FAX
Email
City
Zip
Email
n Remit / Payment Information
Address
State Zip City State Zip
FAX
2. Company Status (check only one)
Email
Individual / Sole Proprietor
Corporation
Partnership
Tax Exempt (Federal income tax - exempt entity
_ Limited Liability Company
under Internal Revenue Service guidelines IRC
501 (c) 3)
Enter the tax classification
D = Disregarded Entity, C = Corporation, P = Partnership)
3. Taxpayer Identification Number (for tax reporting purposes only)
Federal Tax Identification Number (TIN)
(Vendors who do not have a TIN, will be required to provide a social security number prior to an award of the contract.)
4. Sign and Date Form
Certification: Under penalties of perjury, l certify that the information shown on this form is correct to my knowledge.
Signature Date
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB
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6/12/2012 Item 16.A.24.
Exhibit "A"
Title Phone Number
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB
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28
Exhibit "A"
Golder- cnulnty
AdmnistROve Services Dvision
Pur :hasing
6/12/2012 Item 16.A.24.
Attachment 7: Vendor Submittal - Insurance and Bonding Requirements
Insurance / Bond Type
Required Limits
1. ® Worker's
Statutory Limits of Florida Statutes, Chapter 440 and all Federal Government
Compensation
Statutory Limits and Requirements
2. ® Employer's Liability
$ single limit per occurrence
3. ® Commercial General
Bodily Injury and Property Damage
Liability (Occurrence Form)
patterned after the current
$1,000.000 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. ® 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 parry or person described in this paragraph.
This section does not pertain to any incident arising from the sole negligence
of Collier County.
4. ❑ Automobile Liability
$ Each Occurrence; Bodily Injury & Property Damage,
Owned /Non -owned /Hired; Automobile Included
5. ® Other insurance as
❑ Watercraft $ Per Occurrence
noted:
❑ United States Longshoreman's and Harborworker's Act coverage shall be
maintained where applicable to the completion of the work.
$ Per Occurrence
❑ Maritime Coverage (Jones Act) shall be maintained where applicable to
the completion of the work.
$ Per Occurrence
❑ Aircraft Liability coverage shall be carried in limits of not less than
$5,000,000 each occurrence if applicable to the completion of the Services
under this Agreement.
$ Per Occurrence
❑ Pollution $ Per Occurrence
® Professional Liability $1,000,000 per claim and in
the aggregate
• $1,000,000 per claim and in the aggregate
• $2,000,000 per claim and in the aggregate
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB
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29
Exhibit "A"
6/12/2012 Item 16.A.24.
❑ Project Professional Liability $ Per Occurrence
❑ Valuable Papers Insurance $ Per Occurrence
6. ❑ Bid bond Shall be submitted with proposal response in the form of certified funds,
cashiers' check or an irrevocable letter of credit, a cash bond posted with the
County Clerk, or proposal bond in a sum equal to 5% of the cost proposal. All
checks shall be made payable to the Collier County Board of County
Commissioners on a bank or trust company located in the State of Florida and
insured by the Federal Deposit Insurance Corporation.
7. ❑ Performance and For projects in excess of $200,000, bonds shall be submitted with the
Payment Bonds executed contract by Proposers receiving award, and written for 100% 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. ® Vendor shall ensure that all subcontractors comply with the same insurance requirements that he is
required to meet. The same Vendor shall provide County with certificates of insurance meeting the
required insurance provisions.
9. ® Collier County must be named as "ADDITIONAL INSURED" on the Insurance Certificate for
Commercial General Liability where required.
10. ® The Certificate Holder shall be named as Collier County Board of County Commissioners, OR, Board
of County Commissioners in Collier County, OR Collier County Government, OR Collier County.
11. ® Thirty (30) Days Cancellation Notice required.
Vendor's Insurance Statement
We understand the insurance requirements of these specifications and that the evidence of insurability may
be required within five (5) days of the award of this solicitation.
Name of Firm
Vendor Signature
Print Name
Insurance Agency
Agent Name
Date
Telephone Number
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 30
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6/12/2012 Item 16.A.24.
c'-01 Mr county
Purchasing
Response To The Collier County, Florida
Solicitation 12 -5906
Five Year Cost Benefit Analysis of the Ave Maria SRA
May 24, 2012
Packet Page -1379-
6/12/2012 Item 16.A.24.
co &r County
.Adm ms%a Sen4ces vision
Pumhasing
Response To The Collier County, Florida
Solicitation 12 -5906
Five Year Cost Benefit Analysis of the Ave Maria SRA
May 24, 2012
Packet Page -1380-
6/12/2012 Item 16.A.24.
per C �ouvmy
AdnvrvVmbve Services Division
zurchasing
Attachment 2: Vendor's Check List
IMPORTANT: THIS SHEET MUST BE SIGNED BY VENDOR. Please read carefully, sign in the
spaces indicated and return 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. Any required drawings, descriptive literature, etc. have been included.
6. Any delivery information required is included.
7. If required, 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:
Purchasing Director
Collier County Government
Purchasing Department
3327 Tamiami Trail E
Naples FL 34112
The mailing envelope must be sealed and marked with:
• Solicitation: 12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA
• Opening Date: 5/24/12, 11AM
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 OF
THE COURIER PACKET.
Munilvtics
Company Name
President
Signature & Title
May 22, 2012
Date
2
Packet Page -1381-
6/12/2012 Item 16.A.24.
Oormrr +'o�y
Adrrnisue Services Ivisicn
Purchasing
Attachment 3: Vendor Submittal - Bid Response Form
FROM: Munilytics
3921 SW 47th Avenue
Suite 1008
Fort Lauderdale, FL 33314
Board of County Commissioners
Collier County Government Center
Naples, Florida 34112
RE: Solicitation: 12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA
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:
1. Three comparable public agency projects of similar scope: Provide a brief description of at least
three projects related to the Growth Management Plan amendment process completed for public
agencies; include dates of the projects and contact information (name, address, telephone and email
address) for the main contact individual at the public agency.
Response: Our project and reference list is provided in Exhibit "A ". We have extensive experience in
fiscal impact reports. Additionally, we have included a sample of a executive summary report of the
type generally introduced into evidence for Developments of Regional Impacts and quasi - judicial
hearings involvling land use amendments and rezonings.
Additionally, we have used and critiqued the Fiscal Impact Analysis Model developed by Flshkind and
Associates for the Florida Department of Environmental Protection and we are very familiar with its
benefits and its limits.
Our experience as local government finance and budget officials affords us a tremendous degree of
insight into an entities finances. We can also model our forecasts to identify structural weaknesses that
may not be apparent in the forecast models generally used by local governments.
Packet Page -1382-
2. Credentials of staff assigned to the County's project demonstrating at 1 6/12/2012 Item 16.A.2-4.
previous comparable experience: Provide the credentials and experiences of staff assigned to this
project.
The resumes of the two key employees that will work on this project are attached in Exhibit "B ", together
with a client list for projects that involved a fiscal impact analysis for local governments.
3. Project costs in the following format:
1. Cost to complete the services identified in the above Scope of
Work.
$ 15,000.00
2. Anticipated travel expenses to complete the services identified in
the above Scope of Work.
$ 560.00 Not to
Exceed, Includes up to 2
meetings totally 6 hours.
Public Meetings in excess
of 6 hours will be billed at
$175.00 per hour.
3. Anticipated reimbursable expenses to complete the services
identified in the above Scope of Work.
$ None
TOTAL Costs '(Add '1 +2 + 3)
$ 15,560.00
4. Completed Attachments 2 — 7.
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 formal contract,
if required, and present the formal contract to the County Purchasing Director for approval within fifteen (15)
days after being notified of an award.
By submitting this Bid Response Form, the firm certifies that it has not preformed services for the
County initiated Rural Lands Stewardship Area (RLSA) 5 -near review or affiliated with any party
involved in the review, and would be considered an independent reviewer.
IN WITNESS WHEREOF, WE have hereunto subscribed our names on this 22nd day of
May 2012 in the County of Broward, in the State of Florida.
Firm's Complete Legal Name Munilytics
Address 3921 SW 47th Avenue, Suite 1008
City, State, Zip Fort Lauderdale, FL 33314
Florida Certificate of Authority P03000022769 (Secretary of State Certification Attached as
Document Number Exhibit "C"
Federal Tax Identification 56- 2328879
Number
Telephone Number 954 - 903 -0712
FAX Number 954 - 903 -0712
Signature / Title , President
Type Name of Signature Christopher Wallace
Date May 22, 2012
4
Packet Page -1383-
EM
6/12/2012 Item 16.A.24.
Additional Contact Information
Send Payments To: (REQUIRED ONLY if different from above)
Firm's Complete Legal Name N/A
Address
City, State, Zip
Contact Name
Telephone Number
FAX Number
Email Address
Packet Page -1384-
6/12/2012 Item 16.A.24.
Cofer Cocrxcty
Adffmstam sermces Dom,
Pur&wsmg
Attachment 5: Vendor Submittal — Immigration Affidavit
Solicitation: 12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA
This Affidavit is required and should be signed, notarized by an authorized principal of the firm and submitted with formal
Invitations to Bid (ITB's) and Request for Proposals (RFP) submittals. Further, Vendors / Bidders are required to enroll
in the E- Verify program, and provide acceptable evidence of their enrollment, at the time of the submission of the
vendor's /bidder's proposal. Acceptable evidence consists of a copy of the properly completed E- Verify
Company Profile page or a copy of the fully executed E- Verify Memorandum of Understanding for the company.
Failure to include this Affidavit and acceptable evidence of enrollment in the E- Verify program may deem the
Vendor / Bidder's proposal as non - responsive.
Collier County will not intentionally award County contracts to any vendor who knowingly employs unauthorized alien
workers, constituting a violation of the employment provision contained in 8 U.S.C. Section 1324 a(e) Section 274A(e) of
the Immigration and Nationality Act ( "INA ").
Collier County may consider the employment by any vendor of unauthorized aliens a violation of Section 274A (e) of the
INA. Such Violation by the recipient of the Employment Provisions contained in Section 274A (e) of the INA shall be
grounds for unilateral termination of the contract by Collier County.
Vendor attests that they are fully compliant with all applicable immigration laws (specifically to the 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- Verify), operated by the
Department of Homeland Security in partnership with the Social Security Administration at the time of submission of the
Vendor's / Bidder's proposal.
Company Name Munilytics
Print Name Christopher Wallace Title President
Signature
Date May 23, 2012
State of Florida
County of Broward
The foregoing instrument was signed and acknowledged before me this 23`d day of May, 2012, by
Christopher Wallace who has produced a Florida Driver's License (W420- 883 -59- 164 -0) as identification.
(Print or Type Name) (Type of Identification and Number)
Notary Public Signature
Printed Name of Notary Public
Notary Commission Number /Expiration
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.
Packet Page -1385-
6/12/2012 Item 16.A.24.
Corer comi'l ty
Adrnmtrative,limioesCimsion
Purchasing
Attachment 6: Vendor Substitute W — 9
Request for Taxpayer Identification Number and Certification
In accordance with the Internal Revenue Service regulations, Collier County is required to collect the following
information for tax reporting purposes from individuals and companies who do business with the County (including
social security numbers if used by the individual or company for tax reporting purposes).
Florida Statute
119.071(5) require that the county notify you in writing of the reason for collecting this information, which will be
used for no other purpose than herein stated. Please complete all information that applies to your business and
return with your quote or proposal.
1. General Information (provide all information)
C
2.
3.
4
Taxpayer Name Munilytics
(as shown on income tax return)
Business Name Munilytics
(if different from taxpayer name)
Address 3921 SW 471h Avenue, Suite 1008
State Florida
FAX
Order Information
Address 3921 SW 47th Avenue, Suite 1008
City Davie State FL Zip 33314
FAX 954 - 903 -0712
Email ChrisW @Munilytics.biz
Company Status (check only one)
City Fort Lauderdale
Zip 33314
h
Remit / Payment Information
Address 3921 SW 471h- Avenue, Suite 1008
City Davie State Fl
Zip 33314
FAX _954- 903 -0712
Email ChrisW @Munilytics.biz
_Individual / Sole Proprietor
XCorporation
_Partnership
_Tax Exempt (Federal income tax - exempt entity
_ Limited Liability Company
under Internal Revenue Service guidelines IRC
501 (c) 3)
Enter the tax classification
(D = Disregarded Entity, C = Corporation, P = Partnership)
Taxpayer Identification Number (for tax reporting purposes only)
Federal Tax Identification Number (TIN) 56- 2328879
(Vendors who do not have a TIN, will be required to provide a social security number prior to an award of the contract.)
Sign and Date Form
Certification: Under penalties of perjury, / certify that the information shown on this form is correct to my knowledge.
Signature Date May 22, 2012
Title President Phone Number 954 - 593 -3023
7
Packet Page -1386-
6/12/2012 Item 16.A.24.
COT rJer County
Adt runistalive Services Dmsion
Purchasing
Attachment 7: Vendor Submittal - Insurance and Bonding Requirements
Insurance / Bond Type
Required Limits
1. ® Worker's
Statutory Limits of Florida Statutes, Chapter 440 and all Federal Government
Compensation
Statutory Limits and Requirements
2. ® Employer's Liability
$ single limit per occurrence
3. ® Commercial General
Bodily Injury and Property Damage
Liability (Occurrence Form)
patterned after the current
$1,000,000 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. ® 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 Contractor/Vendor/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. ❑ Automobile Liability $ Each Occurrence; Bodily Injury & Property Damage,
Owned /Non- owned /Hired; Automobile Included
5. ® Other insurance as ❑ Watercraft
noted: Per Occurrence
❑ United States Longshoreman's and Harborworker's Act coverage shall be
maintained where applicable to the completion of the work.
Per Occurrence
❑ Maritime Coverage (Jones Act) shall be maintained where applicable to
the completion of the work.
$ Per Occurrence
❑ Aircraft Liability coverage shall be carried in limits of not less than
$5,000,000 each occurrence if applicable to the completion of the Services
under this Agreement.
$ Per Occurrence
❑ Pollution $
Per Occurrence
Packet Page -1387-
® Professional Liability
claim and in
the aggregate
• $1,000,000 per claim and in the aggregate
• $2,000,000 per claim and in the aggregate
❑ Project Professional Liability
Occurrence
❑ Valuable Papers Insurance
Occurrence
6/12/2012 Item 16.A.24.
$1,000,000 per
$ Per
Per
6. ❑ Bid bond Shall be submitted with proposal response in the form of certified funds,
cashiers' check or an irrevocable letter of credit, a cash bond posted with the
County Clerk, or proposal bond in a sum equal to 5% of the cost proposal. All
checks shall be made payable to the Collier County Board of County
Commissioners on a bank or trust company located in the State of Florida and
insured by the Federal Deposit Insurance Corporation.
7. ❑ Performance and For projects in excess of $200,000, bonds shall be submitted with the
Payment Bonds executed contract by Proposers receiving award, and written for 100% 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. ® Vendor shall ensure that all subcontractors comply with the same insurance requirements that he is
required to meet. The same Vendor shall provide County with certificates of insurance meeting the
required insurance provisions.
9. ® Collier County must be named as "ADDITIONAL INSURED" on the Insurance Certificate for
Commercial General Liability where required.
10. ® The Certificate Holder shall be named as Collier County Board of County Commissioners, OR, Board
of County Commissioners in Collier County, OR Collier County Government, OR Collier County.
11. ® Thirty (30) Days Cancellation Notice required.
Vendor's Insurance Statement
We understand the insurance requirements of these specifications and that the evidence of insurability may
be required within five (5) days of the award of this solicitation.
Name of Firm Munilytics
Vendor Signature
Print Name Christopher Wallace
Insurance Agency Hiscox,USA
Agent Name Underwritten Directly_
Packet Page -1388-
Date May 22, 2012
Telephone Number 866 -424 -8508
611212012 Item 16.A.24.
AO&A%L
Exhibit A
Client List of Representative Projects
Reference and Contact Information
Sample Executive Summary Report
Representative Projects and Contact Information
Florida Panthers Entertainment/BankAtlantic Center.
Project Description: A Development of Regional Impact providing for 1,450 hotel rooms, 4,800
residential units, 950,000 square feet of retail and restaurant, 1,850,000 square feet of office, 75,000
square feet of convention space; 30,000 square feet of educational space, and 5 Broadway -style
theaters with 9,200 seats.
Project Deliverables:
a. A stand -alone fiscal impact analysis for the City of Sunrise and Broward County.
b. A fiscal impact anaylsis as part of an Application for Development Approval for a
Development of Regional Impact Under Florida Statute 380.06.
c. A Housing Impact Analysis incorporated into the Human Resource Impacts of the
Application for Development Approval for A Development of Regional Impact
Under Florida Statute 380.06.
Reference Contact Information:
Client: Florida Panthers EntertainmentBankAtlantic Center
Mr. Uri Man, Vice President of Development
1 Panther Parkway, Floor C
Sunrise, Florida 33323
954.835.8072
2. Seminole Tribe of Florida, Seminole Casino Coconut Creek Expansion
Project Description: An expansion of the Seminole Casino Coconut Creek including the addition
of a 1,500 room hotel with a convention and business center, entertainment venues, retail
establishments and food and beverage operations, with approximately 2.5 million square feet of new
development.
Packet Page -1389-
-J�.dAL
Project Deliverables:
6/12/2012 Item 16.A.24.
a. A fiscal impact analysis in support of the Seminole Tribe of Florida's Trust
Application for land located in the City of Coconut Creek, Florida to the U.S.
Department of the Interior, Bureau of Indian Affairs.
b. Findings of likely revenue impact to the City of Coconut Creek and other political
subdivisions.
c. Regional economic impacts and job creation from the development of the project.
Reference Contact Information:
Client: Seminole Tribe of Florida
Mr. Fred Hopkins, Director of Real Estate Services
8300 Stirling Road
Hollywood, FL 33024
954.966.6300 x11103
JPGP LLC, Main Street @Coconut Creek
Project Description: A Development of Regional Impact providing for 3,750 residential units,
1,625,000 square feet of commercial, and 525,000 square feet of office space.
a. A fiscal impact anaylsis as part of an Application for Development Approval for a
Development of Regional Impact Under Florida Statute 380.06.
b. A Housing Impact Analysis incorporated into the Human Resource Impacts of the
Application for Development Approval for A Development of Regional Impact
Under Florida Statute 380.06.
Reference Contact Information:
Client: JPGP LLC/RMGA
Mr. Robert Gorlow
7485 Fairway Drive, Suite 430
Miami Lakes, FL 33014
305.812.8225
Packet Page -1390-
'.
4. Turnberry/Davie Commons Holdings, Limited
6/12/2012 Item 16.A.24.
Project Description: A Development of Regional Impact providing for 1,049,000 square feet of
retail, 690,000 square feet of office, and a 240,000 square foot hotel.
a. A fiscal impact analysis provided for the Town of Davie and Broward County.
b. A comparative analysis of the impact of the development to existing residential
housing using Mizner Park as a benchmark.
c. A long -term financial forecast of the Town of Davie, Florida.
d. A comparison of recreational and open space efforts in the various districts within
the Town of Davie, Florida.
Reference Contact Information:
Client: JPGP LLC/RMGA
Mr. Robert Gorlow
7485 Fairway Drive, Suite 430
Miami Lakes, FL 33014
305.812.8225
4. City of West Park, Florida
Project Description: A review and analysis of a Broward County, Florida, incorporation study, for
a proposed new municipality, together with a new long -term financial forecast of revenues and
expenditures for the new municipality.
a. Reviewed a financial feasibility report prepared on behalf of Broward County,
Florida, for the incorporation of a new municipality. Identified significant
forecasting deficiencies that led to a wrong conclusion regarding economic viability
of the incorporation.
b. Provided new forecast demonstrating significant shortfalls. Study documented
errors that led to incorporation. A settlement agreement was reached with the
county to make us the shortfalls.
Reference Contact Information:
Client: City of West Park, Florida
Ajibola Balogun, City Manager
1965 S. SR 7
West Park, FL 33023
954.989.2668
Packet Page -1391-
6/12/2012 Item 16.A.24.
1 �', K
a;'
Client List
Fiscal Impact Analyses and Studies
Long -Term Financial Forecasts
Market Studies
Village of Bal Harbour, Florida
City of Coconut Creek, Florida
City of Cooper City, Florida
City of Miramar, Florida
Altman Companies
Banyan Bay
BMS Self Storage
Centerline Homes
Equity Residential
IDI
Matrix University
CCDevco /Carr Residential /Codina Development
PNC Bank
Regency Centers
Sample Road Investments, LLC
Seminole Tribe of Florida
Sheridan House Ministries
Stiles Development
Swerdlow
TD Bank
Toll Brothers
Uniprop
Westridge
York Residential
Packet Page -1392-
6/12/2012 Item 16.A.24.
A%lk.k,
M U N I L Y T I C S
Exhibit B
Resumes of Project Team
Packet Page -1393-
6/12/2012 Item 16.A.24.
A,INIL
M U N I L Y T I C S
Christopher Wallace
Experience 2001— Present Munilytics, Inc. Fort Lauderdale, Florida
President. Providing Consulting services to units of local government and the developer
community in areas of cost /benefit studies, fiscal impact studies, market studies, revenue
enhancement, forecasting and budget development, employee benefit support, financial
statement support, and management and efficiency studies.
*Forecasted Fiscal Impacts of several developments of regional impact on municipalities and
provided assistance in negotiations and interlocal agreements
•Provided Financial Management operating advice and review and recommendations of financial
operations to municipalities.
*Provided Long -Term Budget Forecast of municipal operations for national developers
-Provided Fiscal Impact On Local Government Operations Analysis of Different Land Uses for
national, regional, and local developers
• Provided Consolidation of Services Study for a consortium of South Florida municipalities.
•Provided utility acquisition and implementation services.
*Provided market studies on selected parcels as requested by local governments.
-Provided Special Assessment Methodology Reports to several municipalities and special
districts
•Provided several utility rates studies for various municipalities and special districts
-Prepared over 60 fiscal impact analyses and market studies for land use and zoning changes
-Prepared affordable housing studies for various DRI's
-Prepared stormwater rate billing reports and studies.
-Finance Director, contractual, City of Miami Gardens, inception transition
-Finance Director, contractual, Village of Bal Harbour, current
*Finance Director, contractual, City of West Park, current
*District Manager, Belmont Lakes Community Development District
*District Manager, Aqua Isles Community Development District
*District Manager, Pembroke Harbor Community Development District
*Conducted or oversaw long -range financial forecasts for municipalities and developers.
-Conducted or oversaw fiscal impact studies for various municipalities and developers.
*Provider of financial management services to not - for - profit agency in South Florida
*Conducted study of South Florida municipality conceptual CRA area, identifying financing
possibilities utilizing both a CRA and Chapter 189/190 mechanisms, with a goal of reducing the
amount of Section 8 voucher housing and preventing the economic conditions that led to the
deteriorating neighborhoods.
-Financial advisor, Davie Community Redevelopment Authority, ongoing.
-Financial advisor, Margate Community Redevelopment Authority, transaction complete.
*Provide internal audit services to units of local government.
1985 -2001 Town of Davie Davie, Florida
Budget and Finance Director. Administrative and Professional work directing the activities of
the Budget and Finance Department. Responsible for financial planning, budget and
research, accounting and auditing, treasury management, debt administration, procurement,
payroll, and Town -wide Information Systems, with emphasis on formulation and
administration of broad policies.
Packet Page -1394-
6/12/2012 Item 16.A.24.
• Conducted over 20 annexation studies, identifying areas of financial benefit to the
Town.
• Facilitated development of CRA streetscape program by developing financing
mechanisms to advance fund improvements.
• Developed interest rate reduction program for CRA located business to facilitate
development and renovation of businesses.
• Coordinated with CRA, Economic Development, and Town agencies economic
incentive programs to help expand local pharmaceutical company.
Implemented long -term financial policies designed to provide tax stability and
diversity and to improve the financial condition of the Town.
• Implemented a long -term financial trend monitoring system to identify areas of nee
or potential in the Town's financial plan.
• Developed long term capital project financing plans that addressed the Town's nee
for infrastructure improvement.
• Developed an internal interest rate hedge strategy.
• Administered defined benefit plans, 401 plans, and deferred compensation plans.
• Conducted efficiency and operational audits of programs within the Town.
1983 -1985 Town of Davie Davie, Florida
Town Accountant. Technical and Professional work related to the preparation of financial
statements and direct supervision of finance and accounting personnel. Responsible for
general accounting, internal auditing, financial reporting, and computer systems. Assisted with
budget preparation and special reporting and analysis.
• Implemented corrections to internal accounting control systems
• Identified weaknesses in the Town's financial plans and recommended cievelopmer
of long -range goals and monitoring of plan components.
• Converted accounting system from manual system to computer system, providing
more up -to -date information with fewer errors.
• implemented modern cash management techniques that saved time and maximize,
interest earnings on Town deposits and cash transactions. These practices
eliminated the need for one position immediately and the need for as many as 3
positions long term.
• Overhauled payroll system to provide better record keeping with less paperwork ar
assured compliance with federal tax code provisions.
• Assisted in budget developments that included the implementation of an internal
service fund strategy that would allow for financial stability and continued capital
source for internal equipment replacements.
• Recommended and implemented a full costing strategy that would allow the Town
accurately identify its costs and target areas for improvement.
1979 -1983 Federal Highway Administration Tallahassee, Florida
Assistant To Financial Manager. Technical and Administrative work involving federal financial
oversight of federal aid highway programs. Responsible for the auditing of final vouchers of
project costs, review of current billings for payments, maintenance of revolving fund records and
disbursements; month and year end reconciliation and analysis of fund and account reports and
assisted state agency as necessary.
• Received the Federal Highway Administration's Special Achievement Award for
Superior Service and Outstanding Achievement.
• Performed cash management analysis of state transactions that would result in
interest savings of hundreds of thousands of dollars to the State.
Packet Page -1395-
6/12/2012 Item 16.A.24.
• Developed comprehensive review procedures that eliminated unnecessary delays ii
processing, detection of more material errors, and uncovered deficiencies in intern
control procedures.
• Converted Division Office system from a manual system to a computerized system.
Education and •B.S., Business Administration, Major in Accounting
Specialized
•
*Certificate in Financial Planning
Training
•
•Derivative Risk Management, University of Chicago Graduate School of Business
•
•Economic Development Financing, GFOA
•
*Financial Analysis For Evaluating Service Delivery, GFOA
•
-Public Budgeting, National Guidelines For Best Practices, GFOA
•
*Special Topics In Debt Financing, Debt Management, GFOA
•
•FreshwaterAquaculture, Nova Southeastern University
•
•Financial Management, Imaging, GFOA
•
*Internet For Finance Departments, GFOA
•
-Public Employee Retirement Administration, GFOA
•
-Governmental Pension Accounting, GFOA
•
*Risk Financing Options, GFOA
•
*Capital Budgeting and Financing, GFOA
•
*Planning and Sale of Municipal Bonds, GFOA
•
*Designing and Improving Cost Information and Control Systems, AMA
•
*Costing Government Services, GFOA
Affiliations and
Government Finance
Officer's Association Of The United States and Canada
Memberships
Florida Government Finance Officer's Association
South Florida Government Finance Officer's and City Clerk's Association
Charter Member, Budget Review Program, GFOA
Charter Member, CIPFA -GFOA Financial Management Model Community Program
Davie Economic Development Council
Packet Page -1396-
6/12/2012 Item 16.A.24.
A+1j%
6 k16'
M U N I L Y T I C S
Patricia W. Breslau
QUALIFICATIONS
Experience in various levels of governmental accounting. Working closely with our clients to make sure they properly
report their current position and understand the reports and statements that we prepare.
Experience with financial statement preparation, bank reconciliations including multiple funds, audit preparations,
schedules, accounts payable, journal entry creation, payroll reports and other financial data related to governmental
accounting.
EDUCATION
1978 -1981 B.S, Accounting, Florida State University
1982 -1983 MBA, Florida Atlantic University
EMPLOYMENT
1983 -1984 Controller, HSW Investments
Responsible for project statement preparation, bank reconciliations, spreadsheets for projects.
Worked with partner accountants to prepare financial data.
1991 -1992 JCCerrone Construction
Accounting
1995 -1999 Substitute teacher, eroward County Schools
2003 - present New Community Strategies /Munilytics
Deputy Finance Director, City of Miami Gardens, 2004 -2006
Deputy Finance Director, City of West Park 2005 - present
Deputy Finance Director, Town of Loxahatchee Groves, 2011- Present
Financial Project Manager, Belmont Lakes CDD, 2004 -2011
Financial Project Manager, Aqua Isles CDD, 2006 - Present
Financial Project Manager, Pembroke Harbor CDD, 2006 - Present
Financial Project Manager, Coral Bay CDD, 2003 -2008
Packet Page -1397-
6/12/2012 Item 16.A.24.
C r coup ►
AdrnnstraWe Sermoes D!VlSicin
Purchasing
Attachment 2: Vendor's Check List
IMPORTANT: THIS SHEET MUST BE SIGNED BY VENDOR. Please read carefully, sign in
the spaces indicated and return 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. Any required drawings, descriptive literature, etc. have been included.
6. Any delivery information required is included.
7. If required, 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:
Purchasing Director
Collier County Government
Purchasing Department
3327 Tamiami Trail E
Naples FL 34112
The mailing envelope must be sealed and marked with:
• Solicitation: 12 -5906: Five Year Cost Benefit Analysis of the Ave Maria
SRA
• Opening Date: 5/24/12, 11AM
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 OF THE COURIER PACKET.
TischlerBise, Inc
Company Name
Signature & Title
Date
Packet Page -1398-
6/12/2012 Item 16.A.24.
C0 1er Compiv.
Adrmrvs#ave Services 17vsw
umhasing
Attachment 3: Vendor Submittal - Bid Response Form
FROM: TischlerBise. Inc.
Board of County Commissioners
Collier County Government Center
Naples, Florida 34112
RE: Solicitation: 12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA
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: .
1. Three comparable public agency projects of similar scope: Provide a brief description of
at least three projects related to the Growth Management Plan amendment process
completed for public agencies; include dates of the projects and contact information (name,
address, telephone and email address) for the main contact individual at the public agency.
TischlerBise is a fiscal, economic, and planning consulting firm specializing in fiscal /economic
impact analysis, impact fees, infrastructure financing studies and related revenue strategies.
Our firm has been providing consulting services to public agencies for over thirty years. In this
time, we have prepared over 700 fiscal /economic impact evaluations and over 800 impact
fee /infrastructure financing studies — more than any other firm. Through our detailed approach,
proven methodology, and comprehensive product, we have established TischlerBise as the
leading national expert on revenue enhancement and cost of growth strategies.
Although not specifically part of the Growth Management Plan amendment process, the
TischlerBise project team has conducted several analyses similar in complexity and scale to this
assignment. The majority of these assignments included the evaluation of multiple scenarios
reflecting differences in absorption and phasing, geographic service areas, variations in levels of
service, and density and physical development patterns, all of which affect the factors used in
development of the fiscal impact model. Our Florida local government fiscal impact clients,
include Deerfield Beach, Hernando County, Kissimmee, Miami -Dade County, Plant City,
Sarasota County, Sebastian, Stuart, and Sunrise.
2
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6/12/2012 Item 16.A.24.
Below are references of work performed for local governments and projects that are of similar
size and complexity to the County's assignment.
Sarasota County, FL – Fiscal Neutrality Analysis (2090)
Roland Piccone, GAP Engineering and Planning, LLC
5605 Marquesas Circle
Sarasota, FL 34233
(941) 923 -6900
roland @gapep.com
TischlerBise conducted a Fiscal Neutrality analysis for submission to Sarasota County as part of
a rezone request on the proposed Lindvest Mini - Village in Sarasota County. As part of the
analysis, TischlerBise obtained and reviewed Sarasota County's adopted fiscal impact analysis
model (FIAM) and identified shortcomings with it. The analysis was ultimately conducted using
TischlerBise's proprietary model instead of FIAM.
The resulting fiscal neutrality analysis of the Lindvest Mini - Village development used a
marginal /average cost hybrid methodology that determines new growth's share of capital and
related operating costs and includes both the County and County Schools. Because this was a
specific development project —as opposed to a countywide analysis or large development —a
marginal /average cost hybrid approach was appropriate. In a countywide analysis, for example,
one would want to take into account potential excess capacity in infrastructure (such as excess
school capacity) to determine where existing infrastructure can handle additional growth. In
contrast, to determine the fiscal impact of a development project, assuming average costs
reflects the incremental impact of the project especially because most projects are not large
enough to trigger entire new facilities or additions. The approach for the Lindvest Fiscal Analysis
was to show the development's share of directly attributable operating and capital costs.
The Fiscal Neutrality Report provided findings and detail on the proposed project for each phase
and in total. It set forth the information required by the County to meet the requirements of the
Fiscal Neutrality process. The overall finding was that the proposed development is fiscally
neutral to Sarasota County and generates a small net deficit to Sarasota County Schools
(reflecting less than .01 percent of Sarasota County Schools' annual budget). The analysis
included all variable revenues generated by the development as well as proposed contributions
by the developer (shown separately). All operating and capital costs attributable to the
development were included in the analysis.
Hillsborough County City - County Planning Commission – Fiscal Impact Analysis (2005)
Robert Hunter, FAICP, Executive Director
601 E. Kennedy Blvd., 18th Floor
Tampa, Florida 33602
(813) 273 -3774
execdir @plancom.org
This was a two -phase assignment that was conducted at both a macro and micro level. First,
TischlerBise conducted a countywide fiscal analysis of the current growth trend over a 25 -year
period. This included dividing the County into 12 subareas, or fiscal analysis zones. The
analysis indicated that the county was unable to maintain current levels of service for new
growth without new revenue sources or increases to existing rates. The second phase involved
developing a fiscal impact model that could be used to evaluate specific development proposals
at a micro level. As part of this phase, TischlerBise prepared a comparison of several
3
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hypothetical development examples using our model versus the Hillsborough County FIAM
model. Contrasting results were found in all four case studies.
Henrico County, VA — Fiscal impact Analysis of Comprehensive Plan (2007 -2008)
Joe Emerson, Director of Planning
4301 East Parham Road
Henrico, VA 23228
(804) 501 -4605
eme @co.henrico.va.us
TischlerBise recently completed a fiscal impact analysis in conjunction with the development of
the Henrico County 2026 Comprehensive Plan, prepared by Clarion Associates. TischlerBise
employed a case study - marginal cost approach to evaluate the fiscal impact of various growth
scenarios developed through the comprehensive planning process. The analysis evaluated the
fiscal impacts by sub -area based on location, density /intensity, and timing of growth. The results
were provided to the County as a stand -alone analysis as well as incorporated into the final
Comprehensive Plan. In addition, TischlerBise developed and implemented a customized fiscal
impact model for use by the County to analyze individual development proposals. The model
allows the County to vary land use and financial assumptions to reflect changing conditions.
Town of Sahuarita, Arizona — Fiscal Analysis of Rancho Sahuarita Town Center (2009)
A.C. Marrioti, CPA, Finance Director
375 W. Sahuarita Center Way
Sahuarita, AZ 85629
(520) 822 -8844
amarriotti @ci.sahuarita.az.us
TischlerBise conducted a three -part evaluation for the Town of Sahuarita. The analysis was
triggered by the proposed Rancho Sahuarita Town Center that is seeking a certain level of
financing through the future sales tax collections. In response, TischlerBise conducted an
assessment of the opportunities for additional retail, transient accommodations and other land
uses. The fiscal evaluation conducted by TischlerBise indicated that althougli the project
generates net surpluses, the Town should not enter into a tax - sharing agreement. The Town
derives little revenue from residential development because there is no property tax. Since the
Town has a significant amount of residential development when compared to nonresidential
development, it is imperative that any sales tax revenue generated by new development be
utilized to subsidize future residential development (including that of the first phase of Rancho
Sahuarita) since the Town, at present, does not have a significant sales tax base. The third
phase of this assignment involved implementing a fiscal impact model for the Town's use in
reviewing future development proposals.
Town of Windsor, CT — Conducted Fiscal Impact Analysis of the Great Pond Village
Development (2010 -11)
Emily Moon, Assistant Town Manager
275 Broad Street
Windsor, CT 06095
Ph. 860 - 285 -1807
moon @townofwindsorct.com
TischlerBise recently completed a Fiscal Impact Analysis of the Great Pond Village Mixed -Use""
Development in the Town of Windsor, CT. Based on the methodologies and factors developed
11
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as part of extensive data acquisition and on -site interviews with Town staff, TischlerBise
developed the fiscal impact model for, and analyzed the fiscal impacts of each potential
development program associated with Great Pond Village. The model projected all municipal
revenue (one -time and recurring), all municipal operating and capital impacts (including
schools), and net fiscal results for each development scenario by phase. This analysis included
detailed infrastructure assumptions obtained from the development team, including assumptions
for tax increment financing and whether the development program is anticipated to be fiscally
beneficial to the Town.
2. Credentials of staff assigned to the County's project demonstrating at least 5 — 10
years of previous comparable experience: Provide the credentials and experiences of
staff assigned to this project.
To successfully navigate through any fiscal /economic analysis, the consultant and their team
must possess specific, detailed, and customized knowledge, not only of the technical aspects of
the analysis, but also of the context of the analysis in achieving policy goals at the local level.
Our project team of Carson Bise, AICP, and Julie Herlands, AICP, has over thirty -five years of
combined experience performing projects requiring the same fiscal /economic impact expertise
as that needed to serve Collier County. Our project team will provide seamless support to this
assignment.
Both TischlerBise project team members are national leaders in the field of
fiscal /economic impact analysis. Mr. Bise and Ms. Herlands frequently
present at national, regional, and state conferences, and served as
organizers and presenters at a half -day American Institute of Certified
Planners (AICP) Training Workshop entitled "Fiscal Impact Assessment' at
the American Planning Association (APA) National Planning Conference in
2008 and 2009. Mr. Bise is featured in the APA/AICP education and training
series workshops: "The Economics of Density ;" "From Soup to Nuts: Paying for Growth;" and
Fiscal Assessment. "
L. Carson Bise, AICP, President of TischlerBise, has unsurpassed local government
fiscal /economic impact analysis credentials. He has twenty years of fiscal, economic, and
planning experience and has conducted fiscal and economic analyses in twenty -seven states.
Mr. Bise has developed and implemented more fiscal /economic impact models than any
consultant in the country.
Julie Herlands, AICP, Principal at TischlerBise, has unsurpassed experience preparing
fiscalieconomic impact analyses, and has demonstrated strong project management skills on
numerous national assignments. She has fifteen years of experience and frequently organizes
and presents on "cost of growth" topics, to elected officials as well as in professional venues as
noted above.
N
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Project team resumes are provided below.
L. Carson Bise, II, AICP, President
EXPERIENCE
Carson Bise has twenty years of fiscal, economic and planning experience
and has conducted fiscal and infrastructure finance evaluations in
twenty -seven states. Mr. Bise has developed and implemented more
fiscal impact models than any consultant in the country. The
applications which he has developed have been used for evaluating
multiple land use scenarios, specific development projects, annexations,
urban service provision, tax - increment financing, and
concurrency /adequate public facilities monitoring. Mr. Bise is also a leading
national figure in the calculation of impact fees, having completed over 175
impact fees for the following categories: parks and recreation, open space,
police, fire, schools, water, sewer, roads, municipal power, and general S}x7
government facilities. In his six years as a planner at the local government ;
level, he coordinated capital improvement plans, conducted market
analyses and business development strategies, and developed
comprehensive plans. Mr. Bise has also written and lectured extensively on
fiscal impact analysis and infrastructure financing. His most recent x` m
publications are Fiscal Impact Analysis: Methodologies for Planners, r; -MI
published by the American Planning Association, a chapter on fiscal impact
analysis in the book Planning and Urban Design Standards, also published
by the American Planning Association, and the ICMA IQ Report, Fiscal Impact Analysis: How
Today's Decisions Affect Tomorrow's Budgets. Mr. Bise was the principal author of the fiscal
impact analysis component for the Atlanta Regional Commission's Smart Growth Toolkit and is
featured in the recently released AICP CD -ROM Training Package entitled The Economics of
Density. Mr. Bise is currently on the Board of Directors of the Growth and Infrastructure Finance
Consortium and recently Chaired the American Planning Association's Paying for Growth
Task Force.
SELECTED FISCAL /ECONOMIC IMPACT ANALYSIS EXPERIENCE
• Anchorage, Alaska — Fiscal /Economic Impact Analysis of General Plan Alternatives
• Matsu Borough, Alaska — Fiscal Impact Analysis
• Town of Sahuarita, Arizona — Fiscal /Economic Impact Model
Clovis, California — Fiscal Impact Analysis of Annexation Alternatives
■ Napa County, California — Fiscal Equity Study
■ Pasadena, California — Cost of Land Uses Fiscal and Economic Analysis
Imperial County, California — Fiscal and Economic Analysis of Annexation Areas
■ Mesa County, Colorado — Fiscal Impact Analysis of Growth Scenarios
• City of Westminster, Colorado — Economic Impact Model
■ City of Steamboat Springs, Colorado — Cost of Land Uses Study
■ City of Kissimmee, Florida — Fiscal Impact Analysis of Annexation Areas
• Hernando County, Florida — Fiscal /Economic Impact Analysis
■ Hillsborough County, Florida — Fiscal /Economic Impact Analysis of Current Land Use Trend
■ Miami -Dade County, Florida — Fiscal and Economic Analysis of Rural and Agricultural Areas
Sarasota County, Florida — Fiscal and Economic Analysis of Development Prototypes
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 6
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• Columbus Consolidated Government, Georgia — Fiscal Impact Analysis
• City of Lawrence, Kansas — Fiscal Impact Analysis of Growth Scenarios; Cost of Land Uses
Study
• City of Lenexa, Kansas — Fiscal /Economic Impact Analysis of Growth Scenarios; Cost of Land
Uses Study
• City of Olathe, Kansas — Fiscal /Economic Impact Analysis of Blue River 12 Plan
• Carroll County, Maryland — Fiscal Impact Analysis of Growth Scenarios; Revenue Strategies;
Fiscal Model
■ Calvert County, Maryland — Fiscal Impact Analysis of Growth Scenarios
• Charles County, Maryland — Cost of Land Use Study
• Howard County, Maryland — Fiscal Impact Analysis of General Plan
■ Prince George's County, Maryland — Fiscal Impact Analysis of Growth Scenarios; Revenue
Strategies; Fiscal Model
• Coon Rapids, Minnesota — Fiscal Impact Analysis of Growth Scenarios (Metro Council Study)
• Cottage Grove, Minnesota — Fiscal Impact Analysis of Growth Scenarios(Metro Council Study
■ Minneapolis, Minnesota — Fiscal Impact Analysis of Growth Scenarios(Metro Council Study
■ St. Paul, Minnesota — Fiscal Impact Analysis of Growth Scenarios(Metro Council Study
• City of Lee's Summit, Missouri — Long -Term Financial Model
■ Town of Salem, New Hampshire — Economic Impact Model
• West Windsor, New Jersey— Fiscal Impact Analysis of T.O.D. Project and TIF Analysis
• Edison, New Jersey — Economic Impact Analysis of T.O.D. Project and TIF Analysis
• Town of Hempstead, New York— Cost of Land Use Analysis
• Sterling Forest, New York — Fiscal /Economic Impact Model
• City of Wilson, North Carolina — Cost of Land Use Analysis and Revenue Strategies
• City of Wilmington, North Carolina — Fiscal Impact Analysis of Urban Services Provision
• Guilford County, North Carolina — Fiscal /Economic Impact Analysis of Growth Scenarios
■ New Hanover County, North Carolina — Fiscal Impact Analysis of Urban Services Provision
• City of Dublin, Ohio — Fiscal Impact Analysis of Land Use Scenarios
• City of Oklahoma City, Oklahoma— Fiscal impact Analysis of Growth Scenarios; Fiscal Impact
Model
• City of Greeneville, South Carolina — Cost of Land Use Study
• Beaufort County, South Carolina — Fiscal impact Analysis of North Beaufort Plan
• Shelby County, Tennessee — Fiscal Equity Study
• City of Germantown, Tennessee — Fiscal Impact Analysis of Annexation Alternatives
It Knox County, Tennessee — Fiscal Equity Study
■ City of San Antonio, Texas — Cost of Land Use Study
■ City of Tyler, Texas — Cost of Land Use Study
■ City of Draper, Utah —Fiscal Impact Analysis of SunCrest Development Project
■ City of Chesapeake, Virginia — Fiscal Impact Model
• Frederick County, Virginia — Development Impact Model
■ City of Sun Prairie, Wisconsin — Fiscal /Economic impact Analysis of Three Growth Scenarios
EDUCATION
M.B.A., Economics, Shenandoah University
B.S., Geography /Urban Planning, East Tennessee State University
B.S., Political Science /Urban Studies, East Tennessee State University
SPEAKING ENGAGEMENTS
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB
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6/12/2012 Item 16.A.24.
• Fiscal Impact Assessment, AICP Training Workshop, American Planning Association National
Planning Conference
• Dealing with the Cost of Growth: From Soup to Nuts, International City /County Management
Association National Conference
• Demand Numbers for Impact Analysis, National Impact Fee Roundtable
• Calculating Infrastructure Needs with Fiscal Impact Models, Florida Chapter of the American
Planning Association Conference
• Economic Impact of Home Building, National Impact Fee Roundtable
• Annexation and Economic Development, American Planning Association National Conference
• Economics of Density, American Planning Association National Conference
• The Cost/Benefit of Compact Development Patterns, American Planning Association National
Conference
• Fiscal Impact Modeling: A Tool for Local Government Decision Making, International
City /County Management Association National Conference
• Fiscal Assessments, American Planning Association National Conference
• From Soup to Nuts: Paying for Growth, American Planning Association National Conference
• Growing Pains, International City /County Management Association National Conference
• Mitigating the Impacts of Development in Urban Areas, Florida Chapter of the American
Planning Association
• Impact Fee Basics, National Impact Fee Roundtable
• Fiscal Impact Analysis and Impact Fees, National Impact Fee Roundtable
• Are Subsidies Worth It ?, American Planning Association National Conference
PUBLICATIONS
■ Fiscal Impact Analysis: Methodologies for Planners, American Planning Association.
■ Planning and Urban Design Standards, American Planning Association, Contributing Author
on Fiscal Impact Analysis.
■ "Fiscal Impact Analysis: How Today's Decisions Affect Tomorrow's Budgets," ICMA Press.
■ "The Cost/Contribution of Residential Development," Mid - Atlantic Builder.
■ "Are Subsidies Worth It ?" Economic Development News & Views.
■ "Smart Growth and Fiscal Realities," ICMA Getting Smart! Newsletter.
■ "The Economics of Density," AICP Training Series, 2005, Training CD -ROM (American
Planning Association)
Julie Herlands, AICP, Principal
EXPERIENCE
Julie Herlands is a Principal with TischlerBise and has fifteen years of
planning, fiscal, and economic development experience. She holds a B.A. in
Political Science from the University of Buffalo and a Masters of Community
Planning (M.C.P.) from the University of Maryland. Prior to joining
TischlerBise, Ms. Herlands worked in the public sector for Fairfax County, VA,
and in the private sector for the International Economic Development Council.
She has conducted fiscal impact analyses using the case -study marginal
approach to evaluate multiple land use scenarios, specific development projects, and
annexations. In addition, Ms. Herlands has prepared over eighty impact fees and other one -time
fees for communities across the country. She frequently presents at national and regional
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 8
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conferences, and served as co- organizer and co- presenter at a half -day AICP Training Workshop
entitled Fiscal Impact Assessment at the American Planning Association National Planning
Conference in 2008 and 2009. A recent session on impact fees and cash proffers presented at
the APA National Conference is available through the APA training series, Best of Contemporary
Community Planning 2005. Ms. Herlands is currently the Chair -Elect of the Economic
Development Division of the APA.
SELECTED FISCAL IMPACT ANALYSIS EXPERIENCE
• Town of Queen Creek, Arizona — Fiscal Impact Analysis of Growth Scenarios; Fiscal Impact
Analysis of Development Project
• Napa County, California — Fiscal Equity Study
• Lake County Schools, Florida — Cost of Land Use Study; Revenue Strategies
• Shreveport Metropolitan Planning Commission of Caddo Parish, Louisiana — Fiscal Impact
Analysis of Growth Scenarios
• Anne Arundel County, Maryland — Fiscal Impact Analysis of Growth Scenarios; Revenue
Strategies; Fiscal Model
• Rouse Company /Howard County (Columbia), Maryland — Fiscal Impact Analysis of
Development Project
• Town of Snow Hill, Maryland — Fiscal Impact Analysis of Development Project
• Lincoln County, Nevada — Cost of Land Use Study; Revenue Strategies; Fiscal Model
■ City of North Las Vegas, Nevada — Cost of Land Use Study
■ Nye County/Town of Pahrump /Nye County Schools, Nevada — Cost of Land Use Study; Fiscal
Impact Analysis of Growth Scenarios
■ University of North Carolina - Chapel Hill, North Carolina — Fiscal Impact Analysis of
Development Project; Fiscal Model; Multijurisdictional Study
■ City of Coppell, Texas — Economic Impact Analysis of Development Project
■ City of Bluffdale, Utah — Economic Impact Analysis of Development Project
■ Henrico County, Virginia — Fiscal impact Analysis of Growth Scenarios; Fiscal Model
■ Town of Leesburg, Virginia — Fiscal Impact Analysis of Growth Scenarios; Fiscal Impact
Analysis of Annexation; Fiscal Model
■ Shenandoah University (Winchester, Virginia) — Economic Impact Analysis
■ Somerset Homes /King George County, Virginia — Fiscal Impact Analysis of Development
Project
EDUCATION
Masters of Community Planning, University of Maryland (Summa Cum Laude, Phi Kappa Phi)
B.A., Political Science, University of Buffalo (Magna Cum Laude, Phi Beta Kappa)
SPEAKING ENGAGEMENTS
• Fiscal Sustainability, American Planning Association Webcast, 2010
• Fiscal Impact Assessment, AICP Training Workshop, American Planning Association National
Planning Conference, 2009 and 2008
■ Infrastructure Financing: Funding the Gap, American Planning Association National Planning
Conference, 2009
■ Economic Development for Planning Practitioners, Training Workshop, American Planning
Association National Planning Conference, 2009
■ Voluntary Mitigation Payments: An Alternative to Impact Fees, American Planning Association
National. Planning Conference, 2007
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 9
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• Proffers vs. Impact Fees: The Virginia Experience, National Impact Fee Roundtable, 2006
• Impact Fee—Or Is It? American Planning Association National Planning Conference, 2005
• Integrating Planning with School Demands, American Planning Association National Planning
Conference, 2005
• Planning and Fiscal Reality, American Planning Association National Planning Conference,
2004
PUBLICATIONS
• "Should Impact Fees Be Reduced in a Recession ?" Economic Development Now, August 10,
2009 (International Economic Development Council)
• "Agreements, Fees, and CIP," The Best of Contemporary Community Planning, 2005,
Training CD -ROM (American Planning Association and Lincoln Institute of Land Policy)
• "The Connection between Growth Management and Local Economic Development,"
Economic Development News & Views (Economic Development Division of the APA)
3. Proiect costs in the following format:
1. Cost to complete the services identified in the above
Scope of Work.
$
22,700
2. Anticipated travel expenses to complete the services
identified in the above Scope of Work.
$
$1700
3. Anticipated reimbursable expenses to complete the
services identified in the above Scope of Work.
$ $250
TOTAL Costs (Add 1 +2 + 3)
$
24,650
4. Completed Attachments 2 – 7.
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
formal contract, if required, and present the formal contract to the County Purchasing Director for
approval within fifteen (15) days after being notified of an award.
By submitting this Bid Response Form, the firm certifies that it has not preformed services
for the County initiated Rural Lands Stewardship Area (RLSA) 5 -year review or affiliated
with any party involved in the review, and would be considered an independent reviewer.
IN WITNESS WHEREOF, WE have hereunto subscribed our names on this 24 day of
May , 2012 in the County of Montgomery , in the State of Maryland.
Firm's Complete TischlerBise, Inc.
Legal Name
Address 4701 Sangamore Road, S240
City, State, Zip Bethesda, MD 20816
Florida Certificate of
Authority Document
F96000006127
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 10
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Number
Federal Tax
52- 1087538
Identification Number
Telephone Number
301 - 320 -6900
FAX Number
301 - 320 -4860
Signature / Title
President
Type Name of
L. Carson Bise, II, AICP
Signature
Date
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
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 11
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co er county
Administrative Services Division
Purchasing
Attachment 4: Vendor Submittal — Local Vendor Preference Affidavit
Solicitation: 12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA (Check Boxes Below)
State of Florida (Select County if Vendor is described as a Local Business
❑ Collier County
❑ Lee County
Vendor affirms that it is a local business as defined by the Purchasing Policy of the Collier County Board of
County Commissioners and the Regulations Thereto. As defined in Section XI of the Collier County
Purchasing Policy;
A "local business" is defined as a business that has a valid occupational license issued by either Collier or
Lee County for a minimum of one (1) year prior to a Collier County bid or proposal submission that
authorizes the business to provide the commodities or services to be purchased, and a physical business
address located within the limits of Collier or Lee Counties from which the vendor operates or performs
business. Post Office Boxes are not verifiable and shall not be used for the purpose of establishing said
physical address. In addition to the foregoing, a vendor shall not be considered a "local business" unless it
contributes to the economic development and well -being of either Collier or Lee County in a verifiable and
measurable way. This may include, but not be limited to, the retention and expansion of employment
opportunities, the support and increase to either Collier or Lee County's tax base, and residency of
employees and principals of the business within Collier or Lee County. Vendors shall affirm in writing their
compliance with the foregoing at the time of submitting their bid or proposal to be eligible for consideration
as a "local business" under this section.
Vendor must complete the following information:
Year Business Established in ❑Collier County or ❑ Lee County:
Number of Employees (Including Owner(s) or Corporate Officers):
Number of Employees Living in ❑ Collier County or ❑ Lee (Including Owner(s) or Corporate
Officers):
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: Date:
Address in Collier or Lee County:
Signature:
STATE OF FLORIDA
❑ COLLIER COUNTY ❑ LEE COUNTY
Title:
Sworn to and Subscribed Before Me, a Notary Public, for the above State and County, on this
Day of , 20
Notary Public
My Commission Expires:
(AFFIX OFFICIAL SEAL)
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 12
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�- +Cousit�
Adnmwasne sere es Dmsio;
rrrrhasing
Attachment 5: Vendor Submittal — Immigration Affidavit
Solicitation: 12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA
This Affidavit is required and should be signed, notarized by an authorized principal of the firm and submitted with formal
Invitations to Bid (ITB's) and Request for Proposals (RFP) submittals. Further, Vendors / Bidders are required to enroll
in the E- Verify program, and provide acceptable evidence of their enrollment, at the time of the submission of the
vendor's /bidder's proposal. Acceptable evidence consists of a copy of the properly completed E- Verify Company
Profile page or a copy of the fully executed E- Verify Memorandum of Understanding for the company. Failure to
include this Affidavit and acceptable evidence of enrollment in the E- Verify program may deem the Vendor /
Bidder's proposal as non - responsive.
Collier County will not intentionally award County contracts to any vendor who knowingly employs unauthorized alien
workers, constituting a violation of the employment provision contained in 8 U.S.C. Section 1324 a(e) Section 274A(e) of
the Immigration and Nationality Act ( "INA ").
Collier County may consider the employment by any vendor of unauthorized aliens a violation of Section 274A (e) of the
INA. Such Violation by the recipient of the Employment Provisions contained in Section 274A (e) of the INA shall be
grounds for unilateral termination of the contract by Collier County.
Vendor attests that they are fully compliant with all applicable immigration laws (specifically to the 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- Verify), operated by the
Department of Homeland Security in partnership with the Social Security Administration at the time of submission of the
Vendor's / Bidder's proposal.
Company Name
Print Name
Signature
State of
County of
TlschlerBise. Inc.
L. Carson Bise, II, AICP Title President
Date
The foregoing instrument was signed and acknowledged before me this day of
who has produced
(Print or Type Name)
Notary Public Signature
Printed Name of Notary Public
Notary Commission Number /Expiration
as identification.
(Type of Identification and Number)
20_, by
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.
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coyier County
ftmsiiative semces Dviv=
Purchasinq
Attachment 6: Vendor Substitute W — 9
Request for Taxpayer Identification Number and Certification
In accordance with the Internal Revenue Service regulations, Collier County is required to collect the following
information for tax reporting purposes from individuals and companies who do business with the County (including
social security numbers if used by the individual or company for tax reporting purposes). Florida Statute
119.071(5) require that the county notify you in writing of the reason for collecting this information, which will be
used for no other purpose than herein stated. Please complete all information that applies to your business and
return with your quote or proposal.
1. General Information (provide all information)
Taxpayer Name TischlerBise Inc.
(as shown on income tax retum)
Business Name
(if different from taxpayer name)
Address 4701 Sanoamore Road, S240 City Bethesda
State Maryland Zip
Telephone (301) 320 -6900 FAX (301) 320 -4860 Email info(a-)tischlerbise.com
Order Information
Address 4701 Sanaamore Road. S240
City Bethesda State MD Zip 20816
FAX (301) 320 -4860
Email infona tischlerbise.com
2. Company Status (check only one)
Remit / Payment Information
Address 4701 Sanoamore Road, S240
City Bethesda State MD Zip 20816
FAX (301) 320 -4860
Email info(atischlerbise.com
_Individual / Sole Proprietor
X Corporation
_Partnership
_Tax Exempt (Federal income tax - exempt entity
_ Limited Liability Company
under Internal Revenue Service guidelines IRC
501 (c) 3)
Enter the tax classification
(D = Disregarded Entity, C = Corporation, P = Partnership
3. Taxpayer Identification Number (for tax reporting purposes only)
Federal Tax Identification Number (TIN) 52- 1087538
(Vendors who do not have a TIN, will be required to provide a social security number prior to an award of the contract.)
4. Sign and Date Form
Certification: Under penalties of perjury, / certify that the information shown on this form is correct to my knowledge.
Signature
Date
Title President
Phone Number (301) 320 -6900 Ext, 12
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB
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6/12/2012 Item 16.A.24.
coler County
Adn rtisWatve SeMoes l ivwn
Purchasina
Attachment 7: Vendor Submittal - Insurance and Bonding Requirements
Insurance /`Bond Type Required Limits
1. ® Worker's Statutory Limits of Florida Statutes, Chapter 440 and all Federal Government
Compensation Statutory Limits and Requirements
2. ® Employer's Liability
3. ® Commercial General
Liability (Occurrence Form)
patterned after the current
ISO form
$ single limit per occurrence
Bodily Injury and Property Damage
$1,000,000 single limit per occurrence, $2,000,000 aggregate for Bodily Injury
Liability and Property Damage Liability. This shall include Premises and
Operations; Independent Contractors; Products and Completed Operations
and Contractual Liability.
4. ® 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. ❑ Automobile Liability
$ Each Occurrence; Bodily Injury & Property Damage,
Owned /Non- owned /Hired; Automobile Included
5. ® Other insurance
as ❑ Watercraft $ Per Occurrence
noted:
❑ United States Longshoreman's and Harborworker's Act coverage shall be
maintained where applicable to the completion of the work.
$ Per Occurrence
❑ Maritime Coverage (Jones Act) shall be maintained where applicable to
the completion of the work.
$ Per Occurrence
❑ Aircraft Liability coverage shall be carried in limits of not less than
$5,000,000 each occurrence if applicable to the completion of the Services
under this Agreement.
$ Per Occurrence
❑ Pollution $ Per Occurrence
® Professional Liability $1,000,000 per claim and in
the aggregate
• $1,000,000 per claim and in the aggregate
• $2,000,000 per claim and in the aggregate
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB
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6/12/2012 Item 16.A.24.
❑ Project Professional Liability $ Per Occurrence
❑ Valuable Papers Insurance $ Per Occurrence
6. ❑ Bid bond Shall be submitted with proposal response in the form of certified funds,
cashiers' check or an irrevocable letter of credit, a cash bond posted with the
County Clerk, or proposal bond in a sum equal to 5% of the cost proposal. All
checks shall be made payable to the Collier County Board of County
Commissioners on a bank or trust company located in the State of Florida and
insured by the Federal Deposit Insurance Corporation.
7. ❑ Performance and For projects in excess of $200,000, bonds shall be submitted with the
Payment Bonds executed contract by Proposers receiving award, and written for 100% 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. ® Vendor shall ensure that all subcontractors comply with the same insurance requirements that he is
required to meet. The same Vendor shall provide County with certificates of insurance meeting the
required insurance provisions.
9. ® Collier County must be named as "ADDITIONAL INSURED" on the Insurance Certificate for
Commercial General Liability where required.
10. ® The Certificate Holder shall be named as Collier County Board of County Commissioners, OR, Board
of County Commissioners in Collier County, OR Collier County Government, OR Collier County.
11. ® Thirty (30) Days Cancellation Notice required.
Vendor's Insurance Statement
We understand the insurance requirements of these specifications and that the evidence of insurability may
be required within five (5) days of the award of this solicitation.
Name of Firm
Vendor Signature
Print Name
TischlerBise, Inc.
L. Carson Bise, II, AICP
Date
Insurance Agency Erie Insurance
Agent Name Henry L. Latimer Telephone Number (301) 229 -1500
12 -5906: Five Year Cost Benefit Analysis of the Ave Maria SRA ITB 16
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6/12/2012 Item 16.A.24.
State of Florida
Department of State
I certify from the records of this office that TISCHLER BISE, INC. is a
corporation organized under the laws of District of Columbia,
authorized to transact business in the State of Florida, qualified on
November 22, 1996.
The document number of this corporation is F96000006127.
I further certify that said corporation has paid all fees due this office
through December 31, 2012, that its most recent annual report was filed
on March 20, 2012, and its status is active.
I further certify that said corporation has not filed a Certificate of
Withdrawal.
Given under my hand and the Great Seal of
Florida, at Tallahassee, the Capital, this the
Twenty Second day of May, 2012
VA P47V406b
jar
Secretary of State
Authentication ID: 600235400026- 052212- F96000006127
To authenticate this certificate,visit the following site, enter this
ID, and then follow the instructions displayed.
https• / /efle eunhiz or /certauthv ht 1
•
Packet Page -1414-
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6/12/2012 Item 16.A.24.
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Employer Identification Number:
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Total Number of Employees:
5 to 9
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NAICS Code: 541 - PR OFESSIONA�, SCrEi i T IFIC, AND TECHNICAL View /Edit
SERVICES
Total Hiring Sites.
Total Points of Contact: 1
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