Agenda 06/23/2009 Item #16F 7
Agenda Item No. 16F7
June 23, 2009
Page 1 of 37
EXECUTIVE SUMMARY
AWARD CONTRACT FOR MANAGEMENT SERVICES FOR PELICAN BAY
SERVICES DIVISION PURSUANT TO RFP #09.5174 TO DORRILL MANAGEMENT
GROUP, LLC IN THE AMOUNT OF $56,400.00.
OBJECTIVE: To obtain professional management services for the Pelican Bay Services
Division.
CONSIDERATIONS:
1. The Community of Pelican Bay has been designated a dependent Municipal Services
Taxing and Benefit Unit (MSTBU) district within Collier County and oversees the
operations of the Pelican Bay Services Division (PBSD) as per Collier County Ordinance
#2002-27 as amended.:. The Community thus receives all County Services directly from
Collier County and all special, non-County services and benefits from the PBSD. Pelican
Bay property owners (both residential and commercial) tax and assess themselves each
year to pay for the special PBSD services and amenities. These PBSD funds are
collected by the County but are administered by the Manager of the Pelican Bay
Services Division.
Inasmuch as all funds administered by the Manager are derived from Pelican Bay
property owners, and all services, programs and projects are done to benefit these same
property owners, it is desirable to hire a professional Manager to manage these funds
and the PBSD activities for the benefit of the Pelican Bay Community. The PBSD Board
acts for the Board of County Commissioners in the day-to-day operational direction of
the Manager of the PBSD as per Section 13, Items D and E of the Ordinance.
2. RFP #09-5174 was posted on February 24, 2009. One hundred and thirty-eight (138)
inquiries were sent to vendors, sixty-six (66) full packages were requested, and four (4)
proposals were received by the due date of March 19, 2009.
A Management Review Selection Committee meeting was held on April 21, 2009 to
review and score the proposal. After discussion by the committee members, by
consensus the decision was made to award a contract to Dorrill Management Group,
LLC. At the May 6, 2009 meeting of the Pelican Bay Services Division the Board voted
to recommend proceeding with a contract to Dorrill Management Group, LLC, which as
part of the RFP is qualified.
FISCAL IMPACT: The annual dollar amount of this contract is $56,400.00, with the
funds available in the Pelican Bay Services Operations Budget, Funds 109 and 778.
GROWTH MANAGEMENT IMPACT: There is no impact on growth management
associated with this item.
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Agenda Item No. 16F7
June 23, 2009
Page 2 of 37
Page Two
Executive Summary
RFP 09-5174
RECOMMENDATION: That the Board of County Commissioners award RFP #09-5174
to Dorrill Management Group, LLC, and authorize the Chairman to sign the County
Attorney approved agreement.
PREPARED BY: Mary McCaughtry, Operations Analyst, Pelican Bay Services Division
Agenda Item No. 16F7
June 23, 2009
Page 3 of 37
REQUEST FOR PROPOSAL
er County
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COlliER COUNTY
BOARD OF COUNTY COMMISSIONERS
Pelican Bay Services Division
"Management Services for Pelican Bay Services
Division"
Jack Curran
Purchasing Agent
This proposal solicitation document is prepared in a Microsoft Word 2003 format. Any alterations to this
document made by the proposer may be grounds for rejection of proposal, cancellation of any
subsequent award, or any other legal remedies available to the Collier County Government.
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Agenda Item No. 16F7
June 23, 2009
Page 4 of 37
LEGAL NOTICE
Pursuant to approval by the County Manager, Sealed Proposals to provide annual
contract for management services for Pelican Bay Services division will be received
until 3:00 p.m., Naples local time, on March 19, 2009 at the Purchasing Department,
Purchasing Building "G", Collier County Government Complex, 3301 Tamiami Trail
East, Naples, Florida 34112.
09-5174
"Management Services for Pelican Bay Services Division"
Services to be provided shall include, but not be limited to the following:
Management Services for Pelican Bay Services Division..
A non-mandatory pre-proposal conference will be held on March 11,2009, commencing
promptly at 10:00 AM., and will be held in the Purchasing Department Conference
Room, 3301 Tamiami Trail East, Building "G", Naples, Florida 34112.
If this pre-proposal conference is denoted at "mandatory", prospective proposers must
be present in order to submit a proposal response.
All statements shall be made upon the official proposal form which may be obtained on
the Collier County Purchasing Department E-Procurement website:
www.collieroov.net/bid.
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: ISI Stephen Y. Carnell. C.P.M.
Purchasing & General Services Director
This Public Notice was posted on the Collier County Purchasing Department website:
www.collieroov.net/purchasinq and in the Lobby of Purchasing Building "G", Collier
County Government Center on February 24, 2009.
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PROPOSER'S NON-RESPONSE STATEMENT
RFP# 09-5174
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 for prospective Proposers not wishing to respond to this solicitation.
If your firm is not responding to this RFP, please indicate the reason(s) by checking any
appropriate item(s) listed below and return this form via email, fax or mail to Collier
County Purchasing Department, 3301 Tamiami Trail East, Naples, Florida 34112.
We are not responding to this RFP for the following reason(s):
D Services requested not available through our company.
D Our firm could not meet specifications/scope of work.
D Specifications/scope of work not clearly understood or applicable (too vague,
rigid, etc.)
D Project is too small.
D Insufficient time allowed for preparation of response.
D Incorrect address used. Please correct mailing address:
D Other reason( s):
Name of Firm:
Mailing Address:
City, State, Zip:
Telephone No:
Email:
By:
Signature of Representative
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TABLE OF CONTENTS
1) Introduction/Overview. ...... '" ........... ... ... ..... ........... ..... ........ ...... .... ..... ...... .... .... ..... ... ....6
A) Purpose/Objective............................. ...................................................... ................6
B) Background............................................................................................................. 6
C) Questions..................................................................................................................
D) Method of Source Selection ....................................................................................7
E) Pre-Proposal Conference... ............ ... ... ........... ..... ... ..... ... ... ...... ...... ... ... ... ..... .... ....... 7
F) Projected Timetable......................................................... ....................... ............ ....8
2) General Description of Specifications or Scope of Work............................................. 8
3) Constraints on the Contractor.......................................................................................
4 ) Contractor's Personnel Requirements...................................................................... 10
5) Contractor's Responsibilities..................................................................................... 10
6) County's Responsibilities................ .......................................................................... 10
7) Reporting Requirements.............................................. ............................................. 10
8) County's Right to Inspect ............................... ......... ................ ...... ................ ................
9) Terms and Conditions of Contract.............................................................................10
10) General Terms and Conditions ............................................................................... 11
A. Licenses........................... ..................................................................................... 11
B. Principals/Collusion............................................................................................... 11
C. Taxes..................................................................................................... ............... 12
D. Relation of County.. ............................................................................................... 12
E. Term Contracts.................................................................................... .................. 12
F. Termination............................................................................................................ 12
G. Lia b il ity . . ... .. . .. . ... .. ... . ... . .. . .. . .. .. . .. . . . . . . .. . .. . .. .. . . . . .. . ... ... . .. .. . .. ... . .. ... .. ... ... ... . ... ... ... ... .. ..... 12
H. Assignment......................................................................... .................................. 12
I. Lobbying............................................................ .................................. ....... ............ 13
J . Single Proposal...................................................................................................... 13
K. Protest Proced ures..... ......................................................... .................................. 13
L. Public Entity Crime................................. .......................................................... ..... 14
M. Conflict of Interest................................................................................. ........... ..... 14
N. Prohibition of Gifts to County Employees.............................................................. 14
O. Immigration Reform and Control Act.....................................................................14
P. Collier County Local Preference Policy........ ..................... ..... ....... ........... ..13
11) Instructions for Proposal ......................................................................................... 15
A) Compliance with the RFP...................................................................................... 15
B) Acknowledgment of I nsurance Requirements....................................................... 16
C) Acknowledgment of Bonding Requirements.............................................................
D) Delivery of Proposals................................................................... ......................... 16
E) Evaluation of Proposals (Procedure)..................................................................... 17
F) Ambiguity, Conflict, or Other Errors in the RFP .....................................................18
G) Proposal, Presentation, and Protest Costs ...........................................................18
H) Acceptance or Rejection of Proposals .................................................................. 18
I) Requests for Clarification of Proposal s.. ... .............................................................. 18
J) Validity of Proposals.......... ........................................................ ........ .................... 19
K) Response Format.................................................................................................. 19
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L) Proposal Selection Committee and Evaluation Factors......................................... 22
ATTACHMENTS
Proposer Check List
Conflict Of Interest Affidavit
Proposers Qualification Form
Declaration Statement
Affidavit Claiming Status as a Local Business
Insurance Requirements
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Request for Proposals
"Management Services for Pelican Bay Services Division"
1) Introduction/Overview
Purpose/Objective
As requested by the Collier County Purchasing Department (hereinafter, the "Division or
Department"), the Collier County Board of County Commissioners Purchasing
Department (hereinafter, "County") has issued this Request for Proposal (hereinafter,
"RFP") with the sole purpose and intent of obtaining proposals from interested and
qualified firms offering management services for Pelican Bay Services Division in
accordance with the specifications stated and/or attached herein/hereto. The successful
proposer will hereinafter be referred to as the "Contractor".
If awarded, a contract to provide these services will be effective on the date contract is
approved by the Board of County Commissioners (herein after, the BCC), signed by all
required parties and filed in the Office of Records and Minutes. The anticipated contract
term will be for the period of Twelve (12) months. Additionally, by mutual agreement and
funding availability, the contract may be renewed for three (3) terms of One (1) year
each. In no event, including renewal options, shall the contract exceed Four (4) years.
Background
The Community of Pelican Bay has been designated a dependent Municipal Services
Taxing and Benefit Unit (MSTBU) district within Collier County and oversees the
operations of the Pelican Bay Services Division (PBSD) as per Collier County
Ordinance #2002-27 ("Ordinance"), Attachment "A". The Community thus receives all
County Services directly from Collier County and all special, non-County services and
benefits from the Pelican Bay Services Division (PBSD). Pelican Bay property owners
(both residential and commercial) tax and assess themselves each year to pay for the
special PBSD services and amenities. These PBSD funds are collected by the County
but are administered by the Administrator of the Pelican Bay Services Division,
Inasmuch as all funds administered by the Administrator are derived from Pelican Bay
property owners, and all services, programs and projects are done to benefit these
same property owners, it is the Administrator's primary job to manage these funds and
the PBSD activities for the benefit of the Pelican Bay Community. The PBSD Board
acts for the Board of County Commissioners in the day to day operational direction of
the Administrator of the PBSD as per Section 13, Items D and E of the Ordinance.
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Questions
Direct questions related to this RFP to the Collier County Purchasing Department E-
Procurement website: www.collierQov.netlbid.
Proposers 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 Purchasing Agent at (239)
252-6098.
Method of Source Selection
The County is using the Competitive Sealed Proposals methodology of source selection
for this procurement, as authorized by Ordinance Number 87-25, and Collier County
Resolution Number 2006-268 establishing and adopting the Collier County Purchasing
Policy.
The County may, as it deems necessary, conduct discussions with qualified proposers
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.
Pre-Proposal Conference
A non-mandatory pre-proposal conference will be held on March 11th, 2009,
commencing promptly at 10:00AM., and will be held in the Purchasing Department
Conference Room "A", 3301 Tamiami Trail East, Building "G", Naples, Florida 34112.
The purpose of the pre-proposal conference is to allow an open forum for discussion
and questioning with County staff regarding the RFP with all prospective proposers
having an equal opportunity to hear and participate. Oral questions will receive oral
responses, neither of which will be official, nor become part of the RFP. Only written
responses to written questions will be considered official, and will be included as part of
the RFP as an addendum.
All prospective proposers are strongly encouraged to attend, as, unless requested by
the department, this will be the only pre-proposal conference for this solicitation. If this
pre-proposal conference is denoted at "mandatory", prospective proposers must be
present in order to submit a proposal response.
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Agenda Item No. 16F7
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Projected Timetable
The following projected timetable should be used as a working guide for planning
purposes only. The County reserves the right to adjust this timetable as required during
the course of the RFP process.
Issue RFP Notice
Pre-Proposal Conference
Last Date for Receipt of Written Questions
Addendum Issued Resulting from the Pre-Proposal Conference
If A licable
Proposal Close Date
Evaluation of Proposals
Com lete Contract Ne otiations and Execute Contract
Board of County Commissioner's Contract Ap roval Date
Februar 24, 2009
March 11, 2009
March 13, 2009
To Be Determined
March19, 2009
To Be Determined
To Be Determined
To Be Determined
General Description of Specifications or Scope of Work
The Contractor, at a minimum, must achieve the requirements of the Specifications or
Scope of Work stated herein. Additionally, Proposers may also propose alternate
solutions to achieve the requirements of the Scope of Work.
The Administrator's duties and responsibilities include the following:
It will be the Administrator's main responsibility to implement the policies of the
PBSD, as directed by the Pelican Bay Services Division Board.
The Administrator shall prepare the necessary organizational structure and
interview and recommend personnel to be hired and employed by the County for
the PBSD. The Administrator shall supervise the personnel employed by the
PBSD in accordance with all Federal, State and County laws, rules and
regulations where applicable. The Administrator shall request approval of the
PBSD Board for any significant changes in size or makeup of the organization.
Currently, the Administrator has the following people reporting to him - one (1)
Superintendent; one (1) Operations Analyst, one (1) Administrative Assistant and
sixteen (16) field employees.
It will be the Administrator's job to coordinate activities of the PBSD as
assigned in an effective, efficient and professional manner. The job requires an
individual who has an ability to conceive, obtain approval for and implement
programs desired by the Pelican Bay Community as identified by the PBSD
Board.
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The Administrator shall be expected and prepared to make recommendations, on
a regular basis, for programs to improve the Pelican Bay community.
The Administrator may be asked by the PBSD Board to participate in certain
meetings, discussions, project site visits, workshops and hearings, which pertain
to the administration of the services being provided and report results to the
Board.
The Administrator shall work with the Chairperson of the PBSD Board in the
preparation of the Board's Agenda for the monthly Board Meeting and will
participate in this monthly meeting. The Administrator will also work with
Committee Chairs in the preparation of agendas and participate in the Committee
Meetings of the Budget Committee and all Committee's established by the PBSD
Board.
The Administrator may be called on to provide assistance to any or all other
Committee's that are currently and may be created by PBSD Board.
The Administrator shall assist and cooperate with the Budget Committee in the
preparation of the PBSD's Annual Budget in accordance with County rules and
regulations where applicable.
The Administrator will have an understanding of Florida County Government
Operations, good management principles and skills, as well as some knowledge
in personnel relations, public relations, accounting and computer software
operations.
The Administrator's performance may be critiqued by any Board Member at a
regular monthly Board Meeting in regards to performance, and responsibilities.
The Administrator will respond to any requests for information or data from the
County Manager's Office.
The Administrator shall devote such time as necessary to complete the duties
and responsibilities assigned according to the specifications of this RFP. The
Administrator shall report in detail on a monthly basis the time spent during that
period in the performance of these duties to the PBSD Board. The PBSD
currently provides an office and staff for the Administrator in Pelican Bay, but is
not contractually required to do so.
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Contractor's Personnel Requirements
The Contractor's personnel and management to be utilized for this project shall be
knowledgeable in their areas of expertise. The County and Pelican Bay Services
Division Board reserves the right to perform investigations as may be deemed
necessary to insure that competent persons will be utilized in the performance of the
contract. Selected firm shall assign as many people as necessary to complete the
project on a timely basis, and each person assigned shall be available for an amount of
time adequate to meet the dates set forth in the Project Schedule. Firm shall not change
Key Personnel unless the following conditions are met: (1.) Proposed replacements
have substantially the same or better qualifications and/or experience. (2.) That the
County is notified in writing as far in advance as possible. Firm shall make commercially
reasonable efforts to notify Collier County within seven (7) days of the change. The
PBSD retains final approval of proposed replacement personnel
Contractor's Responsibilities
It shall be understood and agreed that any and all services, materials and equipment
shall comply fully with all Local, State and Federal laws and regulations.
County's Responsibilities
County responsibilities include: Support PBSD, via Human Resources, County Attorney,
Purchasing etc.
Reporting Requirements
In addition to reports mentioned in the scope of service any that the Board of Pelican
Bay Services Division requires.
Terms and Conditions of Contract
Collier County has developed standard contracts/agreements, approved by the Board of
County Commissioners (BCC). The selected Contractor shall be required to sign a
standard Collier County contract within twenty one (21) days of Notice of Selection for
Award.
The County reserves the right to include in any contract document such terms and
conditions, as it deems necessary for the proper protection of the rights of Collier
County. A sample copy of this contract is available upon request. The County will not be
obligated to sign any contracts, maintenance and/or service agreements or other
documents provided by the Contractor.
Collier County, at its sole discretion, will determine the method of payment for goods
and/or services as part of this agreement.
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Payment methods include:
1. Traditional - payment by check, wire transfer or other cash equivalent.
2. Standard - payment by purchasing card. Collier County's Purchasing Card
Program is supported by standard bank credit suppliers (Le. 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 proposals
clearly stating pricing for standard payment methods. An additional separate
discounted price for traditional payments may be provided at the initial proposal
submittal if it is clearly marked as an "Additional Cash Discount."
General Terms and Conditions
A. Licenses
The Contractor is required to possess the correct occupational license, professional
license, and any other authorizations necessary to carry out and perform the work
required by the project pursuant to all applicable Federal, State and Local Law, Statute,
Ordinances, and rules and regulations of any kind. Additionally, copies of the
required licenses must be submitted with the proposal response indicating that
the entity proposing, as well as the team assigned to the County account, is
properly licensed to perform the activities or work included in the contract
documents. Failure on the part of any proposer to submit the required
documentation may be grounds to deem proposer non-responsive. A Contractor,
with an office within Collier County is also required to have an occupational license.
If you have questions regarding professional licenses, please contact the Contractor
Licensing, Community Development and Environmental Services at (239) 252-2431,
252-2432 or 252-2909. Questions regarding required occupational licenses, please
contact the Tax Collector's Office at (239) 252-2477.
B. Principals/Collusion
By submission of this Proposal, the undersigned, as Proposer, does declare that the
only person or persons interested in this Proposal as principal or principals is/are
named therein and that no person other than therein mentioned has any interest in this
Proposal or in the contract to be entered into; that this Proposal is made without
connection with any person, company or parties making a Proposal, and that it is in all
respects fair and in good faith without collusion or fraud.
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C. Taxes
Collier County is exempt from Federal Excise and State of Florida Sales Tax. Collier
County Use Tax Certificate Number is 85-8012621830C-2.
Contractor shall pay all sales, consumer, use and other similar taxes associated with
the Work or portions thereof, which are applicable during the performance of the Work.
No markup shall be applied to sales tax.
D. Relation of County
It is the intent of the parties hereto that the Contractor shall be legally considered an
independent contractor, and that neither the Contractor nor their employees shall, under
any circumstances, be considered employees or agents of the County nor PBSD, and
that the County and PBSD shall be at no time legally responsible for any negligence on
the part of said Contractor, their employees or agents, resulting in either bodily or
personal injury or property damage to any individual, firm, or corporation.
E. Term Contracts
If funds are not appropriated for continuance of a term contract to completion,
cancellation will be accepted by this Contractor on thirty (30) days prior written notice.
F. Termination
Should the Contractor be found to have failed to perform his services in a manner
satisfactory to the County and PBSD, the County and PBSD may terminate this
Agreement immediately for cause; further the County may terminate this Agreement for
convenience with a seven (7) day written notice. The County and PBSD shall be sole
judge of non-performance.
G. Liability
The Contractor will not be held responsible for failure to complete contract due to
causes beyond its control, including, but not limited to, work stoppage, fires, civil
disobedience, riots, rebellions, Acts of Nature and similar occurrences making
performance impossible or illegal.
H. Assignment
The Contractor(s) shall not assign, transfer, convey, sublet or otherwise dispose of this
contract, or of any or all of its rights, title or interest therein, or his or its power to
execute such contract to any person, company or corporation without prior written
consent of the County.
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I. Lobbying
All firms are hereby placed on NOTICE that the Board of County Commissioners and
Pelican Bay Service Division Board do not wish to be lobbied, either individually or
collectively about a project for which a firm has submitted a Proposal.
Firms and their agents are not to contact members of the County Commission or the
Pelican Bay Services Division Board for such purposes as meeting or introduction,
luncheons, dinners, etc. During the process, from Proposal closina to final Board
approval, no firm or their agent shall contact any other employee of Collier County or
Pelican Bay Services Division in reference to this Proposal, with the exception of the
Purchasing Director or his designee(s). Failure to abide by this provision may serve as
grounds for disqualification for award of this contract to the firm.
J. Single Proposal
Each Proposer must submit, with their proposal, the required forms included in this
RFP. Only one proposal from a legal entity as a primary will be considered. A legal
entity that submits a proposal as a primary or as part of a partnership or joint venture
submitting as primary may not then act as a sub-consultant to any other firm submitting
under the same RFP. If a legal entity is not submitting as a primary or as part of a
partnership or joint venture as a primary, that legal entity may act as a sub-consultant to
any other firm or firms submitting under the same RFP. All submittals in violation of this
requirement will be deemed non-responsive and rejected from further consideration.
In addition, consultants that have participated and/or will participate in the
development of scope, background information or oversight functions on this
project are precluded from submitting a Proposal as either a prime or sub.
consultant.
K. Protest Procedures
Any actual or prospective Proposer to a Request for Proposal, who is aggrieved with
respect to the former, shall file a written protest with the Purchasing Director prior to the
due date for acceptance of proposals. All such protests must be filed with the
Purchasing Director no later than 11 :00 a.m. Collier County time on the final published
date for the acceptance of the Request for Proposals.
The Board of County Commissioners and the Pelican Bay Services Division Board will
make award of contract in public session. Award recommendations will be posted
outside the offices of the Purchasing Department on Wednesdays and Thursdays. 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.
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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.
L. Public Entity Crime
A person or affiliate who has been placed on the convicted vendor list following a
conviction for a public entity crime may not submit a bid, proposal, or reply on a contract
to provide any goods or services to a public entity; may not submit a bid, proposal, or
reply on a contract with a public entity for the construction or repair of a public building
or public work; may not submit bids, proposals, or replies on leases of real property to a
public entity; may not be awarded or perform work as a contractor, supplier,
subcontractor, or consultant under a contract with any public entity; and may not
transact business with any public entity in excess of the threshold amount provided in s.
287.017 for CATEGORY TWO for a period of 36 months following the date of being
placed on the convicted vendor list.
M. Conflict of Interest
Proposer shall complete the Conflict of Interest Affidavit included as an attachment to
this RFP document. Disclosure of any potential or actual conflict of interest is subject to
County staff and PBSD 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.
N. Prohibition of Gifts to County Employees
No organization or individual shall offer or give, either directly or indirectly, any favor,
gift, loan, fee, service or other item of value to any County employee, as set forth in
Chapter 112, Part III, Florida Statutes, the current Collier County Ethics Ordinance and
County Administrative Procedure 5311. Violation of this provision may result in one or
more of the following consequences: a. Prohibition by the individual, firm, and/or any
employee of the firm from contact with County staff for a specified period of time; b.
Prohibition by the individual and/or firm from doing business with the County for a
specified period of time, including but not limited to: submitting bids, RFP, and/or
quotes; and, c. immediate termination of any contract held by the individual and/or firm
for cause.
O. Immigration Reform and Control Act
Proposer acknowledges, and without exception or stipulation, any firm(s) receiving an
award shall be fully responsible for complying with the provisions of the Immigration
Reform and Control Act of 1986 as located at 8 U .S.C. 1324, et seq. and regulations
relating thereto, as either may be amended. Failure by the awarded firm(s) to comply
with the laws referenced herein shall constitute a breach of the award agreement and
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the County shall have the discretion to unilaterally terminate said agreement
immediately.
P. Collier County Local Preference Policy
Collier County provides an incentive to local business to enhance the opportunities of
local businesses in the award of County contracts. In the evaluation of proposals, the
County rewards Proposers for being a local business by granting a ten (10) points
incentive in the evaluation criterion points.
Definition of Local Business
A "local business" is defined as a business that has a valid occupational license issued by
Collier County at least one year prior to bid or proposal submission to do business within Collier
County 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 by
used for the purpose of establishing said physical address. In addition to the foregoing, a vendor
shall not be considered a "local business" unless it contributes to the economic development
and well-being of Collier County in a verifiable and measurable way. This may include, but not
be limited to, the retention and expansion of employment opportunities, the support and
increase to Collier County's tax base, and residency of employees and principals of the
business within Collier County. Vendors shall affirm in writing their compliance with the
foregoing at the time of submitting their bid or proposal to be eligible for consideration as a
"local business" under this section.
Documentation Requirements
Proposer must complete and submit with their proposal response, the Affidavit for
Claiming Status as a Local Business which is included as part of this solicitation.
Failure on the part of a Proposer to submit this Affidavit with their proposal response will
preclude said Proposer from being considered for preference on this solicitation.
Collier County's Remedy for Misrepresentation
A vendor who misrepresents the Local Preference status of its firm in a proposal or bid
submitted to the County will lose the privilege to claim Local Preference status for a
period of up to one year.
11) Instructions for Proposal
A) Compliance with the RFP
Proposals must be in strict compliance with this RFP. Failure to comply with all
provisions of the RFP may result in disqualification.
NON-ceNA (Revision 7/2008)
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Agenda Item No. 16F7
June 23, 2009
Page 18 of 37
B) Acknowledgment of Insurance Requirements
By signing the Insurance Requirements included in this RFP, Proposer acknowledges
these conditions include Insurance Requirements.
It should be noted by the Proposer that, in order to meet the County's requirements,
there may be additional insurance costs to the Proposer's firm. It is, therefore,
imperative that the proposer discuss these requirements with the Proposer's insurance
agent, as noted on the Insurance Check List, so that allowances for any additional costs
can be made by the Proposer.
The Proposer's obligation under this provision shall not be limited in any way by the
agreed upon contract price, or the Proposer's limit of, or lack of, sufficient insurance
protection.
Proposer also understands that the evidence of required insurance may be required
within five (5) business days following notification of its offer being accepted; otherwise,
the County may rescind its acceptance of the Proposer's proposal.
C) The specific insurance requirements for this solicitation are:
Attached to this proposal
D) Delivery of Proposals
All proposals are to be delivered before 3:00 p.m., Naples local time, on or before
March 19, 2009 to:
Collier County Board of County Commissioners
Purchasing Department
3301 Tamiami Trail East, Bldg. "G"
Naples, Florida 34112
Attn: Jack Curran, Purchasing Agent
The County nor PBSD shall not bear the responsibility for proposals delivered to the
Purchasing Department past the stated date and/or time indicated, or to an incorrect
address by proposer's personnel or by the proposer's outside carrier. However, the
Purchasing/General Services Director, or designee, shall reserve the right to accept
proposals received after the posted close time under the following conditions:
· The tardy submission of the proposal is due to the following circumstances,
which shall include but not be limited to: late delivery by commercial carrier such
as Fed Ex, UPS, DHL or courier where delivery was scheduled before the
deadline.
· The acceptance of said proposal does not afford any competing firm an unfair
advantage in the selection process.
NON-CCNA (Revision 7/2008)
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Agenda Item No. 16F7
June 23, 2009
Page 19 of 37
Proposers must submit one (1) designated original and Four (4) numbered exact copies
of the proposal (total of Five (5). Additionally, one (1) proposal submitted on a CD-ROM
in Microsoft Word format is mandatory.
List the Proposal Number on the outside of the box or envelope and note "Request for
Proposal enclosed."
E) Evaluation of Proposals (Procedure)
The County's procedure for selecting is as follows:
1. The PBSD Board shall appoint a Selection Committee to review all proposals
submitted.
2. Request for Proposals issued.
3. Subsequent to the closing of proposals, the Purchasing Agent and Project
Manager shall review the proposals received and verify whether each proposal
appears to be minimally responsive to the requirements of the published RFP.
Meetings shall be open to the public and the Purchasing Agent shall publicly
post prior notice of such meeting in the lobby of the Purchasing Building at least
one (1) day in advance of all such meetings.
4. The committee members shall review each Proposal individually and score each
proposal based on the evaluation criteria stated herein.
5. Prior to the first meeting of the selection committee, the Purchasing Agent will
post a notice announcing the date, time and place of the first committee meeting.
Said notice shall be posted in the lobby of the Purchasing Building not less than
three (3) working days prior to the meeting. The Purchasing Agent shall also post
prior notice of all subsequent committee meetings and shall endeavor to post
such notices at least one (1) day in advance of all subsequent meetings.
6. The committee will compile individual rankings, based on the evaluation criteria
as stated herein, for each proposal to determine committee recommendations.
The committee may at their discretion, schedule presentations or demonstrations
from the top-ranked firm(s), make site visits, and obtain guidance from third party
subject matter experts. The final recommendation will be decided based on
review of scores and consensus of committee.
The County and lor PBSD reserves the right to withdraw this RFP at any time and for
any reason, and to issue such clarifications, modifications, andlor amendments as it
may deem appropriate.
NON-CCNA (Revision 7/2008)
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Agenda Item No. 16F7
June 23,2009
Page 20 of 37
Receipt of a proposal by the County or a submission of a proposal to the County offers
no rights upon the Proposer nor obligates the County in any manner.
Acceptance of the proposal does not guarantee issuance of any other governmental
approvals. Proposals which include provisions requiring the granting of zoning
variances shall not be considered.
F) Ambiguity, Conflict, or Other Errors in the RFP
If a Proposer discovers any ambiguity, conflict, discrepancy, omission or other error in
the RFP, Proposer shall immediately notify the Purchasing Agent, noted herein, of such
error in writing and request modification or clarification of the document. The Purchasing
Agent will make modifications by issuing a written revision and will give written notice to
all parties who have received this RFP from the Purchasing Department.
The Proposer is responsible for clarifying any ambiguity, conflict, discrepancy, omission,
or other error in the RFP prior to submitting the proposal or it shall be waived.
G) Proposal, Presentation, and Protest Costs
The County will not be liable in any way for any costs incurred by any proposer in the
preparation of its proposal in response to this RFP, nor for the presentation of its
proposal and/or participation in any discussions, negotiations, or, if applicable, any
protest procedures.
H) Acceptance or Rejection of Proposals
The right is reserved by the County to waive any irregularities in any proposal, to reject
any or all proposals, to re-solicit for proposals, if desired, and upon recommendation
and justification by Collier County to accept the proposal which in the judgment of the
County is deemed the most advantageous for the public and the County of Collier.
Any proposal which is incomplete, conditional, obscure or which contains irregularities
of any kind, may be cause for rejection. In the event of default of the successful
proposer, or their refusal to enter into the Collier County contract, the County reserves
the right to accept the proposal of any other proposer or to re-advertise using the same
or revised documentation, at its sole discretion.
I) Requests for Clarification of Proposals
Requests by the Purchasing Agent to a proposer(s) for clarification of proposal(s) shall
be in writing. Proposer's failure to respond to request for clarification may deem
proposer to be non-responsive, and may be just cause to reject its proposal.
NON-CCNA (Revision 7/2008)
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Agenda Item No. 16F7
June 23, 2009
Page 21 of 37
J) Validity of Proposals
No proposal can be withdrawn after it is filed unless the Proposer makes their request in
writing to the County prior to the time set for the closing of Proposals.
All proposals shall be valid for a period of one hundred eighty (180) days from the
submission date to accommodate evaluation and selection process.
K) Response Format
The proposal shall be deemed an offer to provide services to Collier County. In
submitting a proposal, the Proposer declares that he/she understands and agrees to
abide by all specifications, provisions, terms and conditions of same, and all ordinances
and policies of Collier County. The Proposer agrees that if the contract is awarded to
him/her, he/she will perform the work in accordance with the provisions, terms and
conditions of the contract.
To facilitate the fair evaluation and comparison of proposals, all proposals must conform
to the guidelines set forth in this RFP.
Any portions of the proposal that do not comply with these guidelines must be so noted
and explained the Acceptance of Conditions section of the proposal. However, any
proposal that contains such variances may be considered non-responsive.
Proposals should be prepared simply and economically, providing a straightforward
concise description of the Proposer's approach and ability to meet the County's needs,
as stated in the RFP. All copies of the proposal should be bound and tabbed, preferably
in a three (3) ring binder for uniformity and ease of handling. The utilization of recycled
paper for proposal submission is strongly encouraged.
The items listed below shall be submitted with each proposal and should be submitted
in the order shown. Each section should be clearly labeled, with pages numbered and
separated by tabs. Failure by a proposer to include all listed items may result in the
rejection of its proposal. [These tabs are samples, and may be modified to meet the
solicitation]
1) Tab I. ManaQement Summary
Provide a cover letter, signed by an authorized officer of the firm, indicating the
underlying philosophy of the firm in providing the services stated herein. Include the
name(s), telephone number(s) and email(s) of the authorized contact person(s)
concerning proposal. Submission of a signed Proposal is Proposer's certification that
the Proposer will accept any awards made to him as a result of said submission of the
terms contained therein.
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Agenda Item No. 16F7
June 23, 2009
Page 22 of 37
2) Tab II. Business Plan
· Description of the proposed contract team and the role to be played by each
member of the proposed team.
· Detailed plan of approach (including major tasks and sub-tasks).
· Detailed time line for completion of the project.
· Include with the Business Plan or as an attachment, a copy of a report as an
example of work product. This should be for one of the projects listed as a
reference.
3) Tab III. Cost of Services
Provide the guaranteed maximum total cost and estimated calendar day duration
(including projected hours) for which your firm will provide the work described in this
RFP.
4) Tab IV. Corporate Experience and Capacity
Provide information that documents your firm and subcontractors' qualifications to
produce the required outcomes, including its ability, capacity, skill, and financial
strength, and number of years of experience in providing the required services. Also
describe the various team members' successful experience in working with one another
on previous projects.
5) Tab V. Specialized Expertise of Team Members
Attach resumes of all managers, supervisors, and other contract team members who
will be involved in the management of the total package of services, as well as the
delivery of specific services. The same should be done for any sub-consultants. If sub-
consultants are being utilized, letters of intent from stated sub-consultants must be
included with proposal submission.
6) Tab VI. Customer Listina (References)
Provide a listing of all previous customers during the past three years for ill! work of
similar size and scope. The services provided to these clients should have
characteristics as similar as possible to those requested in this RFP. Information
provided for each client shall include the following:
· Client name, address and current telephone number.
· Description of services provided.
· Time period of the project or contract.
· Client's contact reference name, email and current telephone number.
Failure to provide complete and accurate client information, as specified here, may
result in the disqualification of your proposal.
NON-ceNA (Revision 7/2008)
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Agenda Item No. 16F7
June 23, 2009
Page 23 of 37
The County reserves the right to contact any and all references to obtain, with limitation,
ratings for the following performance indicators include: [These were taken from the
standard questions form]
. On a scale of 1-10, with 1 being very dissatisfied and ten exceeding your
every expectation, how satisfied were you with the firm's performance?
. What specifically did you like about their approach?
. What do you believe were shortcomings or that they could have done better?
. Did they meet your schedule requirements?
. How were their communications? Were you always kept in the loop?
. How responsive were they in addressing problems with the project?
. How was the quality/experience/personality of their personnel? (Specifically
the project manager?)
. Would you use this firm again?
. Additional comments
A uniform sample of references will be checked for each Proposer. Proposers will be
scored on a scale of 1 to 10, with 10 being the highest possible score. This score will
also be used in determining the score to be given to the "past performance" evaluation
factor for each proposal.
7) Tab VII, Acceptance of Conditions
Indicate any exceptions to the general terms and conditions of the RFP, and to
insurance requirements or any other requirements listed in the RFP. If no exceptions
are indicated in this tabbed section, it will be understood that no exceptions to these
documents will be considered after the award, or if applicable, during negotiations.
Exceptions taken by a proposer may result in evaluation point deduction(s) and/or
exclusion of proposal for Selection Committee consideration, depending on the extent of
the exception(s). Such determination shall be at the sole discretion of the County and
Selection Committee.
8) Tab VIII, Required Form Submittals
Proposer Check List
Conflict Of Interest Affidavit
Proposers Qualification Form
Declaration Statement
Affidavit Claiming Status as a Local Business
Insurance Requirements
NON-CCNA (Revision 7/2008)
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.L\genda Item No. 16F7
June 23, 2009
Page 24 of 37
L) Proposal Selection Committee and Evaluation Factors
As previously stated, the County Manager shall appoint a Selection Committee to
review all proposals submitted.
The factors to be considered in the evaluation of proposal responses are listed below.
While the County believes all these items to be of importance, they are ranked and
points applied in descending order of importance.
Tab I. Manaaement Summary 10
Tab II. Business Plan 15
Tab III, Cost of Services 20
Tab IV. Corporate Experience and Capacity 15
Tab V. Specialized Expertise of Team Members 15
Tab VI. Customer Listina (References 15
Local Business Preference 10
Total Points 100
Tie Breaker: In the event of a tie, both in individual scoring and in final ranking, the
firm with the lowest volume of work on Collier County projects within the last five (5)
years will receive the higher individual ranking. This information will be based on
information provided by the Proposer, subject to verification at the County's option. If
there is a multiple firm tie in either individual scoring or final ranking, the firm with the
lowest volume of work shall receive the higher ranking, the firm with the next lowest
volume of work shall receive the next highest ranking and so on.
NON-CCNA (Revision 7/2008)
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Agenda Item No. 16F7
June 23, 2009
Page 25 of 37
ATTACHMENTS
THIS SHEET MUST BE SIGNED
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
Purchasing Department
PROPOSER CHECK LIST
IMPORTANT: Please read carefully, sign in the spaces indicated and
return with your Proposal.
Proposer should check off each of the following items as the necessary action is
completed:
o The Proposal has been signed.
o All information as requested in the Proposer's Qualification Form is
included.
o All applicable forms have been signed and included
o Any addenda have been signed and included.
o The mailing envelope has been addressed to:
Collier County Board of County Commissioners
Purchasing Department, Building "G"
3301 Tamiami Trail, East
Naples, Florida 34112
Attn: Jack Curran, Purchasing Agent
o The mailing envelope must be sealed and marked with Proposal
Number, Proposal Title and Due Date.
o The Proposal will be mailed or delivered in time to be received no later
than the specified due date and time. (Otherwise Proposal cannot be
considered.)
ALL COURIER-DELIVERED PROPOSALS MUST HAVE THE RFP NUMBER
AND TITLE ON THE OUTSIDE OF THE COURIER PACKET
Company Name
Signature and Title
Date
Email
NON-CCNA (Revision 7/2008)
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Agenda Item No. 16F7
June 23, 2009
Page 26 of 37
CONFLICT OF INTEREST AFFIDAVIT
By the signature below, the firm (employees, officers and/or agents) certifies, and
hereby discloses, that, to the best of their knowledge and belief, all relevant facts
concerning past, present, or currently planned interest or activity (financial, contractual,
organizational, or otherwise) which relates to the proposed work; and bear on whether
the firm (employees, officers and/or agents) has a possible conflict have been fully
disclosed.
Additionally, the firm (employees, officers and/or agents) agrees to immediately notify in
writing the Purchasing/General Services Director, or designee, if any actual or potential
conflict of interest arises during the contract and/or project duration.
Firm
Signature
Date
Name Printed
Title of Person Signing Affidavit
State of
County of
)
)
SUBSCRIBED AND SWORN
20_, by
the
identification:
to before me this _ day of
, who is personally known to me to be
for the Firm, OR who produced the following
Notary Public
My Commission Expires:
NON-CCNA (Revision 7/2008)
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Agenda Item No. 16F7
June 23, 2009
Page 27 of 37
PROPOSERS QUALIFICATION FORM
LIST MAJOR WORK PRESENTLY UNDER CONTRACT:
0/0 Completed
Proiect
Contract Amount
$
$
$
LIST CURRENT PROJECTS ON WHICH FIRM SUBMITTING IS THE CANDIDATE FOR AWARD:
OTHER INFORMATION ABOUT PROJECTS:
Have you, at any time, failed to complete a project? 0 Yes 0 No
STATEMENT OF LITIGATION:
Are there any judgments, claims or suits pending or outstanding Qy or aqainst you?
DYes 0 No
If the answer to either question is yes, submit details on separate sheet. List all lawsuits that have
been filed by or against your firm in the last five (5) years:
FEES:
List total fees for work done on all Collier County Government projects in the past five (5) years,
whether as an individual firm or as part of a joint venture. Fees must be listed individually by
contract or project and then summarized as a total dollar amount. Attach additional page
if necessary.
$
Total Fees for work done on all Collier County projects
NON-CCNA (Revision 7/2008)
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Agenda Item No. 16F7
June 23, 2009
Page 28 of 37
REFERENCES:
Bank(s) Maintaining Account(s):
Surety/Underwriter: (if required)
Other References: (Use additional sheets if necessary)
TYPE OF FIRM:
o Corporation/Years in Business: . If firm is a corporation, please list state in
which it is incorporated: . If firm is a corporation, by signing this form,
Proposer certifies that the firm is authorized to do business in the State of Florida.
o Partnership/Years in Business:
o Sole Proprietorship/Years in Business:
o Other: Please list:
Pursuant to information for prospective Proposers for the above-mentioned proposed
project, the undersigned is submitting the information as required with the
understanding that it is only to assist in determining the qualifications of the organization
to perform the type and magnitude of work intended, and further, guarantee the truth
and accuracy of all statements herein made. We will accept your determination of
qualifications without prejudice.
Name of Organization:
By:
Title:
Attested By:
Title:
Date:
NON-CCNA (Revision 7/2008)
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Agenda Item No. 16F7
June 23, 2009
Page 29 of 37
DECLARATION STATEMENT
BOARD OF COUNTY COMMISSIONERS
Collier County Government Complex
Naples, Florida 34112
RE: RFP NO. 09-5174 "Management Services for Pelican Bay Services Division"
Dear Commissioners:
The undersigned, as Proposer (herein used in the masculine, singular, irrespective of
actual gender and number) declares that he is the only person interested in this
proposal or in the contract to which this proposal pertains, and that this proposal is
made without connection or arrangement with any other person and this proposal is in
every respect fair and made in good faith, without collusion or fraud.
The Proposer further declares that he has complied in every respect with all the
Instructions to Proposers issued prior to the opening of proposals, and that he has
satisfied himself fully relative to all matters and conditions with respect to the general
condition of the contract to which the proposal pertains.
The Proposer puts forth and agrees, if this proposal is accepted, to execute an
appropriate Collier County document for the purpose of establishing a formal
contractual relationship between him, and Collier County, for the performance of all
requirements to which the proposal pertains. The Proposer states that the proposal is
based upon the proposal documents listed by RFP # 09-5174.
(Proposal Continued on Next Page)
NON-CCNA (Revision 7/2008)
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Agenda Item No. 16F7
June 23, 2009
Page 30 of 37
PROPOSAL CONTINUED
IN WITNESS WHEREOF, WE have hereunto subscribed our names on this day
of , 200_ in the County of , in the State of
Firm's Complete Legal Name
(Address)
(City, State, ZIP)
Phone No:
Fax No.
Check one of the following:
o Sole Proprietorship
o Corporation or P.A. State of
o Limited Partnership
o General Partnership
By:
Typed and Written Signature
Title
******************************************************************************************************
Send Payments To:
(REQUIRED ONLY if different from above)
ADDITIONAL CONTACT INFORMATION
(Company Name used as Payee)
Contact Name:
Title:
(Address)
(City, State, ZIP)
Phone No:
Fax No:
Email address:
Office Servicing Collier County Account /Place Orders/Request Supplies
(REQUIRED ONLY if different from above)
(Address)
Contact Name
Phone No:
Title
(City, State, ZIP)
Fax No:
Email Address:
NON-ceNA (Revision 7/2008)
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Agenda Item No. 16F7
June 23, 2009
Page 31 of 37
ColNtr Cou.n.ty
... ~ ..........
~ ..A
AFFIDAVIT FOR CLAIMING STATUS AS A LOCAL BUSINESS
ITB/RFP/RFQ#:09-5174 (Check Appropriate Boxes Below)
STATE OF FLORIDA
And
D COLLIER COUNTY
D LEE COUNTY
PROPOSERlBIDDERlQUOTER 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.
Please provide the following information for the Proposer/Bidder/Quoter:
Year Business Established in DCollier County or D Lee County:
Number of Employees (Including Owner(s) or Corporate Officers):
Number of Employees Living in D Collier County or D Lee (Including Owner(s) or
Corporate Officers):
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Agenda Item No. 16F7
June 23. 2009
Page 32 of 37
If requested by the County, proposer/bidder/quoter will be required to provide
documentation substantiating the information given in this affidavit. Failure to do so will
result in proposer/bidder/quoter's submission being deemed not applicable.
Proposer/Bidder/Quoter Name
Signature
Title
STATE OF FLORIDA
D COLLIER COUNTY
D LEE COUNTY
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)
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Agenda Item No. 16F7
June 23, 2009
Page 33 of 37
. INSURANCE REQUIREMENTS
o CONTRACTOR shall at its own expense, carry and maintain insurance
coverage from responsible companies duly authorized to do business in
the State of Florida. As described in the attached Contract Insurance
Requirements form.
o The COUNTY shall procure and maintain property insurance upon the
entire Project, if required, to the full insurable value of the Project. The
property insurance obtained by COUNTY shall, at a minimum, insure
against the perils of fire and extended coverage, theft, vandalism,
malicious mischief, collapse, flood, earthquake, debris removal and other
perils or causes of loss as called for in the Contract Documents
o COUNTY and CONTRACTOR waive against each other and County's
separate 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. CONTRACTOR and COUNTY shall, where
appropriate, require similar waivers of subrogation from County's separate
Contractors, Design Consultants and Subcontractors and shall require
each of them to include similar waivers in their contracts.
o The COUNTY shall be responsible for purchasing and maintaining, its own liability
msurance.
o CONTRACTOR shall obtain and carry, at all times during its performance
under the Contract Documents, insurance of the types and in the amounts
set forth in this Article 3, and certificates attached as Exhibit B to this
Agreement. Certificates must identify the specific Project name, as well as
the site location and address (if any).
o The General Liability Policy provided by CONTRACTOR to meet the
requirements of this Agreement shall name Collier County, Florida, as an
additional insured as to the operations of CONTRACTOR under this
Agreement and shall contain a severability of interest's provisions.
o Collier County Board of County Commissioners shall be named as the
Certificate Holder. NOTE-- The "Certificate Holder" should read as follows:
· Collier County
· Board of County Commissioners
· Naples, Florida
o The amounts and types of insurance coverage shall conform to the
following minimum requirements with the use of Insurance Services Office
NON-ceNA (Revision 7/2008) 31
Agenda Item No. 16F7
June 23, 2009
Page 34 of 37
(ISO) forms and endorsements or their equivalents. If CONTRACTOR
has any self-insured retentions or deductibles under any of the below
listed minimum required coverages, CONTRACTOR 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 Contractor's sole responsibility.
o Coverage's shall be maintained without interruption from the date of
commencement of the Work until the date of completion and acceptance
of the Project by the COUNTY or as specified in this Agreement,
whichever is longer.
o The CONTRACTOR 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 CONTRACTOR. CONTRACTOR
shall also notify COUNTY, in a like manner, within twenty-four (24) hours
after receipt, of any notices of expiration, cancellation, non-renewal or
material change in coverages or limits received by CONTRACTOR from
its insurer and nothing contained herein shall relieve CONTRACTOR of
this requirement to provide notice. In the event of a reduction in the
aggregate limit of any policy to be provided by CONTRACTOR hereunder,
CONTRACTOR shall immediately take steps to have the aggregate limit
reinstated to the full extent permitted under such policy.
o Should at any time the CONTRACTOR 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 CONTRACTOR for such coverage's purchased. If
CONTRACTOR fails to reimburse COUNTY for such costs within thirty
(30) days after demand, COUNTY has the right to offset these costs from
any amount due CONTRACTOR under this Agreement or any other
agreement between COUNTY and CONTRACTOR. 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.
o If the initial or any subsequently issued Certificate of Insurance expires prior
to the completion of the Work or termination of the Agreement, the
CONTRACTOR shall furnish to the COUNTY, renewal or replacement
Certificate(s) of Insurance not later than ten (10) calendar days after to the
date of their expiration. Failure of the CONTRACTOR to provide the
COUNTY with such renewal certificate(s) shall be considered justification
for the COUNTY to terminate the Agreement.
NON-eCNA (Revision 7/2008)
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Agenda Item No. 16F7
June 23, 2009
Page 35 of 37
Co~r County
~
COLLIER COUNTY GOVERNMENT
CONTRACT INSURANCE
REQUIREMENTS
TYPE LIMITS (Check)
X Workers' Compensation Statutory Limits of Florida Statutes 440 and Federal Government
Statutory Limits and Requirements
x Emplover's Liability x $500,000 $1,000,000
X Commercial General Liability $500,000 per occurrence $1,000,000 per occurrence
(Occurrence Form) patterned bodily injury and property X bodily injury and property
after the current ISO form. damaqe damaqe
Airport Liability Insurance $500,000 per occurrence $1,000,000 per occurrence
bodily injury and property bodily injury and property
damaqe damaqe
Han!:jarkeepers Liability $500,000 per aircraft $1,000,000 per aircraft
Aircraft Liability Insurance $500,000 per occurrence $1,000,000 per occurrence
bodily injury and property bodily injury and property
dama!:je dama!:je
Business Automobile $500,000 per occurrence $1,000,000 per occurrence
X Insurance bodily injury and property X bodily injury and property
dama!:je dama!:je
Pollution Liability Insurance $500,000 per occurrence $1,000,000 per occurrence
bodily injury and property bodily injury and property
damaqe damaae
Builders Risk Insurance COUNTY Will Purchase-Replacement Cost- All Risks of Loss
I
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.
Collier County Board of County Commissioners shall be named as the Certificate Holder. NOTE--The
"Certificate Holder" should read as follows:
Collier County
Board of County Commissioners
Naples, Florida
No County Division, Department, or individual name should appear on the Certificate. No other format will
be acceDtable.
Thirty (30) Days Cancellation Notice required on Agreements. The contract name and number shall be
included on the certificate of insurance.
Collier County must be named as "ADDITIONAL INSURED" on the Insurance Certificate for Commercial
General Liability and/or Airport Liability where required.
NON-ceNA (Revision 7/2008)
33
Agenda Item No. 16F7
June 23. 2009
Page 36 of 37
PROPOSER'S AND INSURANCE AGENT'S 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 RFP.
Proposer
Insurance Agency
Signature of Proposer
Signature of Proposer's Agent
NON-eeNA (Revision 7/2008)
34
Page 1 of 1
Agenda Item No. 16F7
June 23, 2009
Page 37 of 37
COLLIER COUNTY
BOARD OF COUNTY COMMISSIONERS
Item Number:
16F7
Meeting Date:
Recommendation to award contract for management services for Pelican Bay Services
Division pursuant to RFP #09-5174 to Dorrill Management Group, LLC in the estimated
amount of $56,400.00.
6/23/200990000 AM
Item Summary:
Prepared By
Mary McCaughtry
Customer Service Specialist
Pelican Bay Services
Date
6/10/20098:12:37 AM
Approved By
Jack P. Curran
Administrative Services
Purchasing Agent
Purchasing
Date
6/15/2009 2: 1 0 PM
Approved By
Dianna Perryman
Administrative Services
Contract Specialist
Purchasing
Date
6/16/20099:12 AM
Approved By
Steve Carnell
Administrative Services
Purchasing/General Svcs Director
Purchasing
Date
6/16/200911:33 AM
Approved By
Randy Greenwald
County Manager's Office
Management/Budget Analyst
Office of Management & Budget
Date
6/16/200912:03 PM
Approved By
Leo E. Ochs, Jr.
Board of eounty
Commissioners
Deputy County Manager
Date
County Manager's Office
6/16/2009 2:54 PM
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