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Agenda 12-04-18 The City of wr Boynton Beach y City Commission Agenda Tuesday, December 4, 2018, 5:30 PM Intracoastal Park Clubhouse 2240 N. Federal Highway Regular City Commission Meeting Boynton Beach City Commission Mayor Steven B. Grant (At Large) Vice Mayor Christina L. Romelus (District III) Commissioner Justin Katz (District 1) Commissioner Mack McCray (District 11) Commissioner Aimee Kelley (District IV) Lori LaVerriere, City Manager James Cherof, City Attorney Judith A. Pyle, City Clerk *MISSION* To create a sustainable community by providing exceptional municipal services, in a financially responsible manner. -to- die,,C0 C] www.boynton-beach.org Page 1 of 1324 WELCOME Thank you for attending the City Commission Meeting GENERAL RULES & PROCEDURES FOR PUBLIC PARTICIPATION AT CITYOF BOYNTON BEACH COMMISSION MEETINGS THE AGENDA: There is an official agenda for every meeting of the City Commissioners, which determines the order of business conducted at the meeting. The City Commission will not take action upon any matter, proposal, or item of business, which is not listed upon the official agenda, unless a majority of the Commission has first consented to the presentation for consideration and action. • Consent Agenda Items: These are items which the Commission does not need to discuss individually and which are voted on as a group. • Regular Agenda Items: These are items which the Commission will discuss individually in the order listed on the agenda. • Voice Vote: A voice vote by the Commission indicates approval of the agenda item. This can be by either a regular voice vote with "Ayes& Nays" or by a roll call vote. SPEAKING AT COMMISSION MEETINGS: The public is encouraged to offer comment to the Commission at their meetings during Public Hearings, Public Audience, and on any regular agenda item, as hereinafter described. City Commission meetings are business meetings and, as such, the Commission retains the right to impose time limits on the discussion on an issue. • Public Hearings: Any citizen may speak on an official agenda item under the section entitled "Public Hearings." • Public Audience: Any citizen may be heard concerning any matter within the scope of the jurisdiction of the Commission - Time Limit- Three (3) Minutes • Regular Agenda Items: Any citizen may speak on any official agenda item(s) listed on the agenda after a motion has been made and properly seconded, with the exception of Consent Agenda Items that have not been pulled for separate vote, reports, presentations and first reading of Ordinances - Time Limit- Three (3) minutes ADDRESSING THE COMMISSION: When addressing the Commission, please step up to either podium and state, for the record, your name and address. DECORUM: Any person who disputes the meeting while addressing the Commission may be ordered by the presiding officer to cease further comments and/or to step down from the podium. Failure to discontinue comments or step down when so ordered shall be treated as a continuing disruption of the public meeting. An order by the presiding officer issued to control the decorum of the meeting is binding, unless over-ruled by the majority vote of the Commission members present. Please turn off all pagers and cellular phones in the City Commission Chambers while the City Commission Meeting is in session. City Commission meetings are held in the Intracoastal Park Clubhouse, 2240 N. Federal Highway, Boynton Beach. All regular meetings are held typically on the first and third Tuesdays of every month, starting at 6:30 p.m. (Please check the Agenda Schedule- some meetings have been moved due to Holidays/Election Day). Page 2 of 1324 1. OPENINGS A. Call to Order - Mayor Steven B. Grant I nvocation Pledge of Allegiance to the Flag led by Vice Mayor Romelus. Roll Call A private attorney-client session of the City Commission to discuss pending litigation in the case of SECURED HOLDINGS INC, Plaintiff, vs. QUANTUM OVERLAY DEPENDENT DISTRICT, EUGENE GERLICA and CITY OF BOYNTON BEACH, Defendants — Palm Beach County Circuit Court Case No. 502016CA005668XXXXMB will be held on December 4, 2018 in the conference room at the Intracoastal Park Clubhouse on 2240 N. Federal Highway commending at 5:30 PM Agenda Approval: 1. Additions, Deletions, Corrections 2. Adoption 2. OTHER A. Informational items by Members of the City Commission 3. ANNOUNCEMENTS, COMMUNITYAND SPECIAL EVENTS AND PRESENTATIONS A. Announce Public Works Solid Waste Division will be having its annual Tire Amnesty Week for City residents beginning December 3rd, 2018 and ending December 7th, 2018 B. Updates on implementation, installation and go-live for the Onboard Computing/Routeware system. C. Announce multiple awards received by Boynton Beach Utilities for the successful implementation and management of the East Water Treatment Plant Upgrade project by Michael Low, Deputy Utilities Director. D. The 47th Annual Boynton Beach CRA and the City of Delray Beach Holiday Boat Parade will be on Friday, December 14, 2018 and will start at 6:30 p.m. E. City offices will be closed on Monday, December 24th and Tuesday, December 25th, 2018 in observance of the Christmas holiday. City offices will also be closed on Tuesday, January 1, 2019 in observance of New Year's Day. F. The City Commission has cancelled the Commission Meeting that would normally be held on Tuesday, January 1, 2019, the only Commission Meeting in January will be Tuesday, January 15, 2019 at 6:30 PM. G. Announce a Town Square Public Input Meeting on Open Spaces & Play Areas on Wednesday, December 5th from 5:30 p.m. to 7:30 p.m. at the Carolyn Sims Center, 225 N.W. 12th Avenue. H. Announce that Palm Beach County Property Appraisers office will be manning a table at the Senior Center to provide Boynton Beach residents with information on how to file for Homestead Exemption from 1:30pm- 2:30pm on the following dates: Tuesday, December 11, 2018 I. Announcement by Public Communications and Marketing Director Eleanor Krusell regarding Dog Day at the Beach, which will be held on Saturday, December 15, from 9am- Noon at Oceanfront Page 3 of 1324 Park. J. Mr. Richard Petty of Healthier Boynton Beach will make a brief presentation regarding the work the committee has achieved over the last year. 4. PUBLIC AUDIENCE INDIVIDUAL SPEAKERS WILL BE LIMITED TO 3 MINUTE PRESENTATIONS (at the discretion of the Chair, this 3 minute allowance may need to be adjusted depending on the level of business coming before the City Commission) 5. ADMINISTRATIVE A. Appoint eligible members of the community to serve in vacant positions on City advisory boards. B. Update on tracking of advisory board member's attendance and procedures. 6. CONSENTAGENDA Matters in this section of the Agenda are proposed and recommended by the City Manager for "Consent Agenda" approval of the action indicated in each item, with all of the accompanying material to become a part of the Public Record and subject to staff comments A. PROPOSED RESOLUTION NO. R18-174- Approve the ranking as recommended by the Evaluation Committee and authorize the City Manager to sign an Agreement with Commercial Risk Management, Inc. of Tampa, Florida for Third Party Administration of Workers' Compensation Claims for an estimated annual amount of $31,872 as a result of RFP No. 004-1710-19/IT for Third Party Administration of Workers' Compensation, Property and Casualty Claims. B. PROPOSED RESOLUTION NO. R18-175- Approve the ranking as recommended by the Evaluation Committee and authorize the City Manager to sign Agreement with TRISTAR Risk Enterprise Management, Inc. of Long Beach, California for Third Party Administration of Property and Casualty Claims for RFP No. 004-1710-19/IT for Third Party Administration of Workers' Compensation, Property and Casualty Claims. C. PROPOSED RESOLUTION NO. R18-176- Authorize the City Manager to sign the second amendment to the Towing Franchise Agreement with Becks Towing & Recovery for the period December 15, 2018 to December 14, 2019 for an annual franchise fee of$12,000. D. Accepting a permanent drainage easement with authorized limited encroachments for a drainage pipe replacement at 2505 N. Lake Drive in the Lakeside Gardens Neighborhood and authorize the recording of the easement. E. Approve Task Order UT-1A-01 with Carollo Engineering in the sum of $93,344 in accordance with RFQ No. 046-2821-17/TP, General Consulting Services Contract, Scope Category A awarded by Commission on August 7, 2018 for Lime Softening Process optimization work in the East Water Treatment Plant (EWTP). F. Accept fourth quarter and year end report on operations of the Schoolhouse Children's Museum and Learning Center for FY 17/18. 7. BIDS AND PURCHASES OVER $100,000 A. PROPOSED RESOLUTION NO. R18-177- Authorize the City Manager to utilize the State of Florida Contract number 43230000-15-02 for software licensing through Software House International and sign any associated agreement with Microsoft Corporation for a three year period for an annual amount of$188,874.48. B. PROPOSED RESOLUTION NO. R18-178-Authorize the City Manager to sign an Agreement, in substantially the form attached, for the purchase, installation, implementation, training and Page 4 of 1324 support of a Fire-Rescue Records Management System from EPR Systems USA, Inc. of Sarasota, Florida for a five (5) year period in the amount of$212,891.60. C. PROPOSED RESOLUTION NO. R18-179- Approve Task Order UT-1C-02 with Carollo Engineers in the sum of $184,900 in accordance with RFQ No. 046-2821-17/TP, General Consulting Services Contract, Scope Category C awarded by Commission on August 7, 2018 for work on migrating the Utilities Management Optimization Program (UMOP) to an improved platform and making other upgrades to the system. D. Approve utilizing the Palm Beach County, FL Sole Source Solicitation SS55542 with IXOM Watercare, Inc. for MIEX DOC Anion Exchange Resin with the same terms, conditions, specifications and pricing. The maximum anticipated annual expenditure for the purchase of MI EX DOC Resin is $350,000. Palm Beach County has complied with purchasing policies and considered this as a sole source provider of resin. E. Approve the purchase of replacement vehicles as approved in the Fiscal Year 2018-19 budget in the estimated amount of $809,646 by utilizing the following contract: Florida Sheriff's Association Contract#FSA18-VEL26.0 and#FSA18-VEH16.0 for twenty six(26) replacement vehicles. 8. PUBLIC HEARING 7 P.M. OR AS SOON THEREAFTER AS THE AGENDA PERMITS The City Commission will conduct these public hearings in its dual capacity as Local Planning Agency and City Commission. 9. CITY MANAGER'S REPORT - None 10. UNFINISHED BUSINESS - None 11. NEW BUSINESS A. Review and action on Annual Performance Evaluation for the City Manager. B. Discussion of Quantum Park Overlay Dependent District C. PROPOSED RESOLUTION NO. R18-180- Authorize the Mayor to sign the Second Amendment to the Interlocal Agreement between the City of Boynton Beach and Boynton Beach Community Redevelopment Agency (CRA) for the CRA funding of the Neighborhood Officer Policing Program for FY 18/19 for an amount not to exceed $370,000. 12. LEGAL A. City Commission is requested to review the Lien Reduction orders issued by the Special Magistrate at the October 18, 2018 Hearing for Case(s) # 98-792; 15-2066; 10-399; 01-3059; 02- 2942. B. PROPOSED ORDINANCE NO. 18-032 - SECOND READING - Approval of Ordinance amending Chapter 4, Animals and Fowl, by adding a new section 4-39 adopting new regulations regarding the retail sale of dogs and cats. (Tabled to December 4, 2018 due to advertising deadline) C. PROPOSED ORDINANCE NO. 18-033 - SECOND READING -Amending Part 11. "Code Of Ordinances," Chapter 15, "Offences-Miscellaneous," Article I, "In General," Sections 15-8.1 Through 15-8.8; Creating Section 15-8.9 Entitled "Measurement Of Noise". (Tabled to December 4, 2018 due to advertising deadline) 13. FUTURE AGENDA ITEMS A. Commission wants to discuss public safety as it relates to the Town Square Redevelopment- TBD B. Staff to bring information concerning the following land parcels for the Commission to review - Page 5 of 1324 TBD Nichols Property Rolling Green Girl Scout Park C. Discuss a prohibition for appointed and Elected Officials in the City of Boynton Beach from serving as paid lobbyist subsequent to their time on their board or the Commission - TBD 14. ADJOURNMENT NOTICE IFA PERSON DECIDES TO APPEALANY DECISION MADE BY THE CITY COMMISSION WITH RESPECT TO ANY MATTER CONSIDERED AT THIS MEETING,HUSHE WILL NEEDA RECORD OF THE PROCEEDINGSAND,FOR SUCH PURPOSE,HUSHE MAY NEED TO ENSURE THAT A VERBATIM RECORD OF THE PROCEEDING 1S MADE,WHICH RECORD INCLUDES THE TESTIMONYAND EVIDENCE UPON WHICH THEAPPEAL 1S TO BE BASED.(F.S 286.0105) THE CITY SHALL FURNISH APPROPRIATEAUXII.IARYAIDSAND SERVICES WHERE NECESSARY TO AFFORD AN INDIVIDUAL W1THA DISABILITYAN FQUAL OPPORTUNITY TO PARTICIPATE IN AND ENJOY THE BENEFITS OFA SERVICE,PROGRAM,ORACTIVITY CONDUCTED BY THE CITY.PLEASE CONTACT THE CITY CLERKS OFFICE,(561)742-6060 OR(TTY)1-800-955-8771,AT LEAST 48 HOURS PRIOR TO THE PROGRAM ORACTIVITY 1N ORDER FOR THE CITY TO REASONABLYACCOMMODATE YOUR REQUEST. ADD1TIONALAGENDA ITEMS MAY BEADDED SUBSEQUENT TO THE PUBLICATION OF THEAGENDA ON THE C1TYS WEB SITE. INFORMATION REGARDING 1TEMSADDED TO THEAGENDAAFTER IT 1S PUBLISHED ON THE C1TYS WEB SITE CAN BE OBTAINED FROM THE OFFICE OF THE CITY CLERK. Page 6 of 1324 1.A. OPENING ITEMS 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Call to Order- Mayor Steven B. Grant I nvocation Pledge of Allegiance to the Flag led by Vice Mayor Romelus. Roll Call A private attorney-client session of the City Commission to discuss pending litigation in the case of SECURED HOLDINGS INC, Plaintiff, vs. QUANTUM OVERLAY DEPENDENT DISTRICT, EUGENE GERLICA and CITY OF BOYNTON BEACH, Defendants—Palm Beach County Circuit Court Case No. 502016CA005668XXXXMB will be held on December 4, 2018 in the conference room at the Intracoastal Park Clubhouse on 2240 N. Federal Highway commending at 5:30 PM Agenda Approval: 1. Additions, Deletions, Corrections 2. Adoption EXPLANATION OF REQUEST: James A. Cherof, City Attorney, will be in attendance along with City Manager Lori LaVerriere, a Court Reporter, the Mayor and City Commission to discuss the case. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? FISCAL IMPACT: Non-budgeted ALTERNATIVES: STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Page 7 of 1324 Is this a grant? No Grant Amount: Page 8 of 1324 2.A. OTHER 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Informational items by Members of the City Commission EXPLANATION OF REQUEST: HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? FISCAL IMPACT: ALTERNATIVES: STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: CLIMATE ACTION DISCUSSION: Is this a grant? Grant Amount: Page 9 of 1324 3.A. ANNOUNCEMENTS, COMMUNITYAND SPECIAL EVENTS AND PRESENTATIONS 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Announce Public Works Solid Waste Division will be having its annual Tire Amnesty Week for City residents beginning December 3rd, 2018 and ending December 7th 2018 EXPLANATION OF REQUEST: Tire Amnesty Week will be held during the week of December 3rd through December 7th, 2018. During that week residents may place at the curb up to eight(8) car and/or passenger tires (with or without rims) for pick up. • Tires will be picked up on the scheduled bulk trash day in your neighborhood. • Tires must be placed at the edge of the road at least three (3) feet away from your garbage cart and any other fixtures, such as telephone poles, mailboxes, etc. • Keep tires and vegetation separated. Tires are not accepted from businesses, and no tractor or commercial tires are allowed. If you have any questions you can contact the Solid Waste Division at(561) 742-6200, Monday-Friday, 7:30 a.m. to 4:30 p.m HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? FISCAL IMPACT: ALTERNATIVES: STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Page 10 of 1324 Grant Amount: Page 11 of 1324 3.B. ANNOUNCEMENTS, COMMUNITYAND SPECIAL EVENTS AND PRESENTATIONS 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Updates on implementation, installation and go-live for the Onboard Computing/Routeware system. EXPLANATION OF REQUEST: HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? FISCAL IMPACT: ALTERNATIVES: STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: CLIMATE ACTION DISCUSSION: Is this a grant? Grant Amount: Page 12 of 1324 3.C. ANNOUNCEMENTS, COMMUNITYAND SPECIAL EVENTS AND PRESENTATIONS 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Announce multiple awards received by Boynton Beach Utilities for the successful implementation and management of the East Water Treatment Plant Upgrade project by Michael Low, Deputy Utilities Director. EXPLANATION OF REQUEST: The General Contractors and the Utility submitted the project for recognition by peer group organizations. The Utility is pleased to have received multiple awards from the industry. The awards are as follows: • Florida Institute of Consulting Engineers(FICE)/American Council of Engineering Companies(ACEC) Merit Award • Design Build Institute of America - Water/Wastewater Design-Build Project of the Year (Florida Region) Best Overall Design-Build Project of the Year • Design Build Institute of America- Water/Wastewater Design-Build Merit Award (National) Top three finalist for Design-Build Project of the Year HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? This is a significant achievement for the Utility/City. It demonstrates to the industry the Utility's ability to successfully utilized the design-build methodology to complete its water treatment improvement project. FISCAL IMPACT: N/A ALTERNATIVES: N/A STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: Page 13 of 1324 3.D. ANNOUNCEMENTS, COMMUNITYAND SPECIAL EVENTS AND PRESENTATIONS 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: The 47th Annual Boynton Beach CRA and the City of Delray Beach Holiday Boat Parade will be on Friday, December 14, 2018 and will start at 6:30 p.m. EXPLANATION OF REQUEST: HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? FISCAL IMPACT: ALTERNATIVES: STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: ATTACHMENTS: Type Description D Attachment Boat parade flyer Page 14 of 1324 i rh �f Ili �l Y � r r f o- : 19 3.E. ANNOUNCEMENTS, COMMUNITYAND SPECIAL EVENTS AND PRESENTATIONS 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: City offices will be closed on Monday, December 24th and Tuesday, December 25th, 2018 in observance of the Christmas holiday. City offices will also be closed on Tuesday, January 1, 2019 in observance of New Year's Day. EXPLANATION OF REQUEST: In observance of the Christmas and New Year's holidays, City offices will be closed on Christmas Eve, Christmas Day and New Year's Day. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? N/A FISCAL IMPACT: N/A ALTERNATIVES: There is no alternative to these days off since they are scheduled holidays for the employees. STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: Page 16 of 1324 3.F. ANNOUNCEMENTS, COMMUNITYAND SPECIAL EVENTS AND PRESENTATIONS 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: The City Commission has cancelled the Commission Meeting that would normally be held on Tuesday, January 1, 2019, the only Commission Meeting in January will be Tuesday, January 15, 2019 at 6:30 PM. EXPLANATION OF REQUEST: HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? FISCAL IMPACT: ALTERNATIVES: STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: Page 17 of 1324 3.G. ANNOUNCEMENTS, COMMUNITYAND SPECIAL EVENTS AND PRESENTATIONS 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Announce a Town Square Public Input Meeting on Open Spaces & Play Areas on Wednesday, December 5th from 5:30 p.m. to 7:30 p.m. at the Carolyn Sims Center, 225 N.W. 12th Avenue. EXPLANATION OF REQUEST: A Public Input Meeting will be held on Wednesday, December 5th from 5:30 p.m. to 7:30 p.m. at the Carolyn Sims Center, 225 N.W. 12th Avenue, regarding Town Square Open Spaces & Play Areas. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? As a follow-up to the initial Town Square Public Input Meeting held on Thursday, August 24th regarding Open Spaces, the City is hosting a meeting for additional public input on Open Spaces & Play Areas. FISCAL IMPACT: Budgeted The Marketing Department will develop and disseminate postcards to promote the Public Input Meeting and a public announcement will be placed in the Palm Beach Post. Light refreshments will be provided. The meeting will be videotaped and minutes will be taken. ALTERNATIVES: Do not announce a Town Square Public Input Meeting on Open Spaces& Play Areas. STRATEGIC PLAN: Redevelop Downtown, Boynton Beach Branding STRATEGIC PLAN APPLICATION: Town Square is one of the driving forces for the redevelopment of Downtown Boynton - creating a great place to live, work, and visit. By providing opportunities for public input, the City is understanding the preferences and expectations of its community. The Town Square Open Spaces & Play Areas are planned to incorporate the City's branding components of a coastal and sustainable community and provide experiences that differentiate Boynton Beach. CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Page 18 of 1324 Is this a grant? Grant Amount: Page 19 of 1324 3.H. ANNOUNCEMENTS, COMMUNITYAND SPECIAL EVENTS AND PRESENTATIONS 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Announce that Palm Beach County Property Appraisers office will be manning a table at the Senior Center to provide Boynton Beach residents with information on how to file for Homestead Exemption from 1:30pm- 2:30pm on the following dates: Tuesday, December 11, 2018 EXPLANATION OF REQUEST: PBC Property Appraisers office has offered this outreach in prior years at the Library. As a result of the move into temporary facilities the library was unable to accommodate them this year but Recreation has been able to provide them space at the Senior Center. This outreach is to provide Boynton Beach residents with information on filing Homestead Exemption and related information. PBC will have a table and staff available to answer questions from 1:30pm- 2:30pm on the following dates: Tuesday, September 11, 2018 Tuesday, October 9, 2018 Tuesday, November 13, 2018; and Tuesday, December 11, 2018 The City will also advertise this outreach on the City's website and social media outlets. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? FISCAL IMPACT: ALTERNATIVES: STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Page 20 of 1324 Grant Amount: Page 21 of 1324 3.1. ANNOUNCEMENTS, COMMUNITYAND SPECIAL EVENTS AND PRESENTATIONS 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Announcement by Public Communications and Marketing Director Eleanor Krusell regarding Dog Day at the Beach, which will be held on Saturday, December 15, from 9am- Noon at Oceanfront Park. EXPLANATION OF REQUEST: Dogs will allowed off leash on beach at Oceanfront park. Dogs will be required to stay within the temporary fending that will be installed at the north end of the beach, and just south of the middle beach access ramps, and will be allowed in the water. Dogs must be appropriately licensed and will be asked to leave the Park if acting aggressively. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? FISCAL IMPACT: Non-budgeted Approximately $500. ALTERNATIVES: Do not make the announcement. STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: Page 22 of 1324 3.J. ANNOUNCEMENTS, COMMUNITYAND SPECIAL EVENTS AND PRESENTATIONS 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Mr. Richard Petty of Healthier Boynton Beach will make a brief presentation regarding the work the committee has achieved over the last year. EXPLANATION OF REQUEST: HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? FISCAL IMPACT: ALTERNATIVES: STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: CLIMATE ACTION DISCUSSION: Is this a grant? Grant Amount: Page 23 of 1324 5.A. ADMINISTRATIVE 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Appoint eligible members of the community to serve in vacant positions on City advisory boards. EXPLANATION OF REQUEST: The attached list contains the names of those who have applied for vacancies on the various Advisory Boards. A list of vacancies is provided with the designated Commission members having responsibility for the appointment to fill each vacancy. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? Appointments are necessary to keep our Advisory Board full and operating as effectively as possible. FISCAL IMPACT: Non-budgeted None ALTERNATIVES: Allow vacancies to remain unfilled. STRATEGIC PLAN: Building Wealth in the Community STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: Page 24 of 1324 ATTACHMENTS: Type Description Other Appointment List Other Ammon, Eric Other Athol, Toby Other Barber, Anthony Other Bionta, Marsha Other Black, Catherine Other Bortz, Paul Other Buoni, Butch Other Calixte®Dieuvil, Francoise Other Colebrooks, Carla Other Cwynar, Ann Other Devlin, Torras Other Duer, Daniel Other Ekelchik, Jack Other Fagan, Eugene Other Feldman, Jesse Other Frederick Charles Other Frederick, Mark Other Gordon, Golene Other Corny, Bethanie Other Guritzky, Sanford Other Hatcher, Will Other Hoban, Deborah Other Hunt, Timothy Other LaGuerre, Peggy Other McGuire, Courlant Other Montague, Christopher Other Moodie, Clovis Other Murphy, Gregoy Other Newton, Margaret Other Oyer, Susan Other Pierce-Roe, Elizabeth Other Roserans, Trevor Other Siegel, Lawrence Other Silverio, Saddam Other Simon, Chris Other Taylor, Robert Other Ilan Leuven, Joua Other Weiss, Kira Other Wilkinson, Loetta Other Wilson, Alexandria Other Zell, J eana Page 25 of 1324 Page 26 of 1324 APPOINTMENTS AND APPLICANTS FOR DECEMBER 2018 s Arts Commission IV Kelley Reg 2 yr term to 12/20 Mayor Grant Reg 2 yr term to 12/20 I Katz Reg 2 yr term to 12/20 II McCray Reg 2 yr term to 12/20 III Romelus Alt 2 yr term to 12/20 Applicants Courtlandt McQuire (current alternate) Clovis Moodie (current regular) Susan Oyer(current alternate) Saddam Silverio Kim Weiss (current regular) Jehana Zell (current regular) Building I IV Kelley Reg 2 yr term to 12/20 II McCray Reg 2 yr term to 12/20 III Romelus Reg 2 yr term to 12/20 IV Kelley Reg 2 yr term to 12/19 III Romelus Alt 2 yr term to 12/20 IV Katz Alt 2 yr term to 12/19 Applicants Paul Bortz (current member) Sanford Guritzky (current member) Timothy Hunt(current member) Citizens Oversight i Mayor Grant Reg 2 yr term to 12/20 Applicants Alexandria Wilson (current member) Community l t Agency Advisory Mayor Grant Reg 2 yr term to 12/20 I Katz Reg 2 yr term to 12/20 II McCray Reg 2 yr term to 12/19 Applicants Anthony Barber(current member) Thomas Devlin Golene Gordon-First Choice(current member Arts Commission) CC/WP/Boards/APPMENTS/Board Year 2018/Appointments for 12-04-18 Page 27 of 1324 Education i IV Kelley Reg 2 yr term to 12/20 Mayor Grant Reg 2 yr term to 12/20 1 Katz Reg 2 yr term to 12/20 II McCray Reg 2 yr term to 12/20 II McCray STU 2 yr term to 12/20 III Romelus STU 2 yr term to 12/19 Applicants Francoise Calixte-dieuvil Carla Colebrooks(current member) Peggy Leguerre(current member) Gregory Murphy(current member) Lori Wilkinson (current member) Golf CoursevisCommittee IV Kelley Reg 5 yr term to 20/23 Mayor Grant Alt 5 yr term to 20/21 Applicants Jack Ekelchik(current member) Mark Frederick(current member) Historic rces Preservation Boa Mayor Grant Reg 2 yr term to 12/19 1 Katz Alt 2 yr term to 12/19 Applicants Jesse Feldman(current alternate) Library r III Romelus Reg 2 yr term to 12/20 IV Kelley Reg 2 yr term to 12/20 Mayor Grant Reg 2 yr term to 12/20 I Katz Reg 2 yr term to 12/19 I I McCray Alt 2 yr term to 12/20 Applicants Bethanie Gorny(current member) Deborah Hoban (current member) Chris Montague(current member) Chris Simon—first choice(current member) CC/WP/Boards/APPMENTS/Board Year 2018/Appointments for 12-04-18 Page 28 of 1324 Municipal it i ters' Pension Trust IV Kelley Reg 4 yr term to 20/20 Applicants Robert Taylor, Jr(current member) Municipal ice Officers' Retirement I I McCray Reg 4 yr term to 20/22 III Romelus Reg 4 yr term to 20/22 Applicants Toby Athol(current member) Daniel Dugger(current member) Planning ! III Romelus Reg 2 yr term to 12/20 IV Kelley Reg 2 yr term to 12/20 Mayor Grant Reg 2 yr term to 12/20 I Katz Reg 2 yr term to 12/19 II McCray Alt 2 yr term to 12/20 Applicants Butch Buoni (current member) Golene Gordon—second choice Will Hatcher Trevor Rosecrans Chris Simon—second choice Recreation Mayor Grant Reg 2 yr term to 12/20 (Tabled 3) I Katz Reg 2 yr term to 12/20 I I McCray Alt 2 yr term to 12/20 Applicants Eric Ammon (current member). Catherine Black Ann Cwyner Eugene Fagan Charles Fredericks Elizabeth Pierce-Roe Joshua Van Leuven CC/VVP/Boards/APPMENTS/Board Year 2018/Appointments for 12-04-18 Page 29 of 1324 Senior Advisory I Katz Reg 2 yr term to 12/20 II McCray Reg 2 yr term to 12/20 III Romelus Reg 2 yr term to 12/20 IV Kelley Reg 2 yr term to 12/20 Mayor Grant Alt 2 yr term to 12/20 Applicants Marsha Bionta (current member) Margaret Newton Lawrence Siegel CCNVP/Boards/APPMENTS/Board Year 2018/Appointments for 12-04-18 Page 30 of 1324 ChnarGuberman, Catherine From: ericammon <noreply@123formbuil der.io> Sent: Monday, November 12, 2018 10:39 AM To: City Clerk Subject: Advisory Board Appointment application Today's date 11/12/2018 Name Eric C on Gender Phone number 914-924-0421 Address 31 Femwood Drive C:) Boynton Beach FL 33435 -rl United States -C-5> N,:) p7i(711) Email ericammon@gtnail.com Current occupation or, if Senior VP Paramount Business Jets retired,prior occupation Education Manchester Community College Associate Degree. Are you a registered voter? Yes Do you reside within the Yes Boynton Beach City 11mits9 Do you own/manage a No business within City limits? If"yes",name of business: Are you currently serving Yes on a City board? Have you served on a City Yes board in the past? if"yes", is board(s) Recreations and Parks Advisory Board and when? Have you ever been No convicted of a crime? If"yes",when and where? Advisory Board Recreation&Parks Board Personal Qualifications Business Owner of any years with extensive experience in advertising, growing teams,problem solving, great listening skills, visionary talents in seeing what will be. Former Airborne Ranger US Army. Page 31 of 1324 Currently Chairman of the Board for the Greater Boynton each Foundation. Professional Memberships Feel free to attach/upload an extra sheet or resume. Certification 1,the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be use for removal from a board. The message has been sent from 73.205.72.245(United States)at 2018-11-12 10:38:37 on Chrome 70.0.3538.77 Entry ID:304 Referrer:www.boynton-beach.org/boards-and-committees Form Host:www.123formbuilder.cgMLfQEM:aaIZ14/Aoyisory-3oard-A�t�ointment-Aoolication 2 Page 32 of 1324 Che=Guberman, Catherine l@ ` } 447.,.k n a f 0.d k 2,EACH From: Toby.Athol <noreply@123formbuilder.io> NO V .,.. Sent: Wednesday, November 07, 2018 9:00 AM City Clerk Subject: Advisory Board Appointment application Today's date 11/07/2018 Name Toby Athol Gender Male Phone number 561-271-2585 Address ow United States Email Toby.Athol@MyFloridaCFO.com Current occupation or, if Retired Boynton Beach Police Officer, Current law enforcement for CFO retired, prior occupation Education College BSCS Are you a registered voter? Yes Do you reside within the yes Boynton Beach City limits? Do you own/manage a No business within City limits? If"yes",name of business: Are you currently serving Yes on a City board? Have you served on a City Yes board in the past? If"yes", which board(s) I have been a sitting member and/or Chairman in good standing for the Boynton and when? Beach Police Pension fund for 13+years Have you ever been No convicted of a crime? If"yes", when and where? Advisory Board Police Officers' Retirement Personal Qualifications I was employed by the city as a police officer for 29 years. I retired in 2017 and have been working for the State of Florida in a law enforcement capacity for the CFO. I have served on the Police Pension board as either a board member or chairman i Page 33 of 1324 for a 13+ years I have completed the FPPTA Trustees program as well as numerous schools and seminars related to my position on the board I look forward to serving the city and members of the pension for another term Professional e ers i s FPPTA NAPO NCPERS OPAL Those are the pension related organisations I have belonged to and/or currently belong to related to this postilion. Feel free to attach/upload an extrasheet or resume. Certification I, the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 158.229.248.21(United States)at 2018-11-07 09:00:03 on Chrome 70.0.3538.77 Entry ID:298 Referrer:www.boynton-beach.org/boards-and-committees Form Host:www.123formbuilder.com/form-583214/Advisory-Board-Appointment-Application 2 Page 34 of 1324 CITY OF BOYNTON BEA�p ADVISORY BOARD APPOINTMENT APOLAA7, ID (E,,AEC H 112 7 PN Thank you fbr your interest in serving on a City advisory board and for taking the time to fill out this form. Please print or type all answers clearly. If interest is expressed in appointment to more than one board, selections must be prioritized. If instructions are not followed or the application is not filled out in its entirety, the fbrm will be returned forclarification. Nam ender:jA—Telephone #_5 -IT qq Address10110 _S, i iAwq Zip Code 3-343!5' 6iner E-mail Address: Phone: Current occupation or prior occupation: o&mm- Education-RAjIMS—_�11y�4 �Lc aacme&iL xvl IbIT11M SCUWce' Vlblur_,�,A S rea L unhw= Are you a registered voter? Yes No Do you reside within the Boynton Beach City limits? v7.—Yes No Do you own/manage a business within the City limits. Yes No If"yes". name of business Tro3:s e"hmrodc Are you currently serving on a City board? v"-- Yes No Have you served on a City board in the past? Yes No If so, which board(s) and when? Have you ever been convicted of a crime? If so,when &A_ he - I Please indicate which advisory board you are seeking appointment. For board listing, requirements, responsibilities and meeting times and dates, see pages 3 and 4 attached. Arts Commission Historic Resources Preservation Board Building Board of Adjustment&Appeals Library Board Community Redevelopment Agency Advisory Board Planning &Development Board Education and Youth Advisory Board Police Officers'Retirement Trust Fund Employees'Pension Board Recreation &Parks and Firefighters'Pension Trust Fund Senior Advisory Board Golf Coursei ommittee 06 :1"', WJ '331-JJO SN8313 A11.10 S:®CC\WP\BQARDS\Ali cations\Master Form-Talent Bank Form-REVISED 10-01-18.doc HII)V39 Nn IN f tl e"q AP 1 'K Revissed: 10/1/18 Page 35 of 1324 What personal qualifications do you possess (i.e., profession, previous experience, branch of military service or organization) which you feel would make you a good candidate for this board? Please be specific. Please list any professional member-ships: &B Feel free to attach an extra sheet or resume. Return the completed form to the City Clerk's Office, 3301 Quantum Blvd, Ste. 101. Mailing address: P. 0. Box 310, Boynton Beach, FL 33425-0310. It will be placed in the City's Talent Bank, a file to which Commissioners may turn for candidates when board openings occur. I hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. signaturej. Date: I1 F-2�11 S:\CC\WP\BOARDS\Applications\M@sW Form -Talent Bank Form-REVISED 10-01-18.doc Revised: 10/1/18 Page 36 of 1324 CITY OF BOYNTON BEACH (D, ADVISORY BOARD APPOINTMENT APPLICATION Thank you for your interest in serving on a city advisory board and for taking the time to fill out this form. Please print or type all answers clearly. If interest is expressed in appointment to more than one board, selections must be prioritized. If instructions ren followed or the application is not filled out in its entirety, the for will be returned for clarification. Name_k0Sk//+ ai-09181--Gender: —.LFTelephone # '954-6,6Z1- Address 7,7-6 'e LIC, S6 vocj VV'Cf Zip Coe :3 Other C E-mail Address: Phone: Current occupation or prior occupation: Education cheld-� gc4enee_ Are you a registered voter? --I/' Yes Do you reside within the Boynton Beach City limits? Yes —No Do you own/manage a business within t 0 he City limits: :--::::Yes No If"yes"® name of business Are you currently serving on a City board? es —N Have you served on a City board in the past? o —Yes No If so, which board(s)and when? civ —Ch4f'v- Have you ever been convicted of a crime? If so, when Where Please indicate which advisory board you are seeking appointment. For board listing, requirements, responsibilities and meeting times and dates, see pages 3 and 4 attached. Arts n 0 Historic Resources Preservation B7oard sio d Ad ment&Appeals t Commis r f just7 Building Board of Adjustment&Appeals Library Board mu i Community Redevelopment Agency Advisory Board Planning & Development Board tio � Y � i Be ::u Education and Youth A�dvisory Board Police Officers' Retirement Trust Fund FEm Inv" F ri n_" n '4 Employees'Pension Board Recreation &Parks Board Firefighters'Pension Trust Fund Golf Course Advisory Committee Senior Advisory Board S:\CCXWP\BOARDS\Applications\Master Form-Talent Bank Form-REVISED 10-01-1 .d Revised- 10/1/18 Page 37 of 1324 What personal qualifications do you possess (i.e., profession, previous experience, branch of military service or organization) which you feel would make you a good candidate for this board? Please be specific. , :nrPlease list any professional memberships: Feel free to attach an extra sheet or resume. Return the completed form to the City Clerk's Office, 3301 Quantum Blvd, Ste. 101. Mailing address: P. O. Box 310, Boynton Beach, FL 33425-0310. It will be placed in the City's Talent Bank, a file to which Commissioners may turn for candidates when board openings occur. I hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false state entsa be cause for removal from a board. Signature: Date: k r. v ,:... . m. S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form-REVISED 10-01-18.doc Revised: 10/1/18 Page 38 of 1324 Ellis, From: cblack1015 <noreply@123formbuilder.io> Sent: Tuesday, August 14, 2018 9:24 AM City Clerk Subject: Advisory Board Appointment application Attachments: Catherine IackResume.docx Today's date 08/14/2018 Name Catherine Black Gender Female numberPhone 561-509-4401 Address 321 Sw 1 Stave BOYNTON BEACH FL 33435 United States Email eblack1015@gmail.com Current occupation n or,if retired, prior Pharmacy Technician occupation Education BS in Biology Are you a3 ., Yes registered voter? Do you reside within the Boynton Yes Beach City limits? Do you own/manage a No business wit i City- limits? if"yes' e of business: ' currentlyAre you seriving on a City No Zx board? Have you served City oar in the No as ? if"yes",which board(s) and when? Have you ever been convicted o crime? Page 39 of 1324 If"yes",when and where? Advisory Board Recreation& Parks Board Personal I have lived in the City of Boynton Beach for most of my life and would like to see our Qualifications parks improve along with the city and not be forgotten about. Professional Memberships Feel free to attach/upload an A,ww.123forrnbuildeL.coiii/tipload dld.ph ?fjleid=lb27f87c8cl39a99f'-3flf384eOfl6a4I extra sheet or p�_ resume. Certification 1, the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 99.71.173.98(United States)at 2018-08-14 08:23:53 on Chrome 67.0.3396.99 Entry ID:288 Referrer:www.bo nton-beach.orZLboards-and-comrT�ittees j ........... Form Host:www.123formbuilder.com form-583214 Advisory-Board-Appointment-Application 2 Page 40 of 1324 Catherine Black eblack 10 1 (a� i .co 561-509-4401 Education University of North Florida,Jacksonville FL -Bachelor of Science, Biology, Concentration in Coastal Biology August 2018 Daytona State College,Daytona Beach,FL -Associates of Arts, Concentration in Environmental Science May 2016 Relevant se University of North Florida August 2016-August 2018 • Introduction to GIS • Biology of Sharks and Rays • Quantitative Analytical Chemistry • Coastal Fisheries Management Daytona State College January 2014-May 2016 • Environmental Science • Geology • Marine Biology • Oceanography Relevant Experience Undergraduate Research Projects • University of North Florida -The Effects of Precipitation Increased Runoff on Anguilla rostrata Recruitment July 2018 • Daytona State College -Conducted a preliminary investigation into micro-plastic pollution in the sediment of the Indian River lagoon, Poster presented at 25"Annual Southwest Florida Water Recourses Conference, Fort Myers FL,January 2016 -Analyzed copper levels in the Tomoka River May 2014 Volunteer with University of North Florida Mud lab,Jacksonville FL November 2017-July 2018 • Florida Fish and Wildlife American Eel project—78 hours • Spartina Grass water quality project—15hours Oceanography Lab Assistant-Daytona State College January 2015-May 2015 • Provided supplemental course instruction to students • Taught fellow students critical lab skills Other Work Experience Pharmacy Technician-CVS Pharmacy,Jacksonville FL February 2011- Current • Ensured the Pharmacy is well stocked and maintained • Dispensed prescribed medication under the direction of a licensed pharmacist • Maintained positive relationships with customers through excellent customer service Skills • Research design, laboratory maintenance and skills • GIS,Mapping, and Cartography • Self-motivated; work well under pressure • Leadership and Adaptability • Willingness to expand my current knowledge Page 41 of 1324 CITY OF BOYNTON BEACH ADVISORY BOARD APPOINTMENT APPLICATION Thank you fryour interest in serving on a City advisory board and for taking the time to fill out this form. Please print or type all answers clearly. If interest is expressed in appointment to more than one board, selections must be prioritized. If instructions are not followed or the application is not filled out in its entirety, the form will be returned for clarification. Name:�Aj(, lkl, Ax&�,efl ender;87 Telephone # Address J A-7 Zip Code Other E-mail Address: Phone: Current occupation or prior occupation, Education M ;ter Are you a registered voter? Yes o Do you reside within the Boynton Beach City limits? Yes No Do you n/ as a business within the City limits: —Yes COL-.No If "yes", n a of business Are you currently serving on a City board? v7f- Yes No Have you served on a City board in the past? Yes No If so, wh' h board(s) an hen? Have you ever been convicted of a crime? If so, when— M02 - — Where Please indicate which advisory board you are seeking appointment. For board listing, requirements, responsibilities and meeting times and dates, see pages 3 and 4 attached. Arts Commission Historic Resources Preservation Board Building Board of Adjustment&Appeals Library Board Community Redevelopment Agency Advisory Board Planning & Development Board Education and Youth Advisory Board Police Officers' Retirement Trust and Employees' Pension Board Recreation &Parks Board Firefighters' Pension Trust Fund Senior Advisory Board Golf Course Advisory Committee S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form- REVISED 10-01-18.doc Revised: 10/1/18 P vr �,% What personalqualifications do you possess (i.e., profession, previous experience, branch of military service or organization) which you feel would make you a good candidate for this board? Please be specific. A X)e4e Al LOA& Z � frlA— � e-J 7 V Please list any professional memberships: Feel free to attach an extra sheet or resume. Return the completed form to the City Clerk's Office, 3301 Quantum Blvd, Ste. 101. Mailing address: P. 0. Box 310, Boynton Beach, FL 33425-0310. It will be placed in the City's Talent Bank, a file to which Commissioners may turn for candidates when board openings occur. I hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. Sign atu44::;�:�� Date: S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form- REVISED 10-01-18.doc Revised: 10/1/18 Page 43 of 1324 Oct 2618, 10:26a Buoni's 7064131687 p,1 8EACH "MICE J CITY OF BOYNTON BEACH" (D ADVISORY BOARD APPOINTMENT APPLIX JONI In: 2q Thank you for your interest in serving on a City advisory board and for taking the time to fill out this form. Please print or type all answers clearly. If interest is expressed in appointment to more than one board, selections must be prioritized. If instructions are not followed or the application is not filled out in its entirety, the form will be returned for clarification. Nam Address j3U-;—C/—J Lf 0 JVJ Q (3/p*// Zip Code E-m aff-Address: OtherH Phone: Current occupation or prior occupation: 21 .5 Education ?C) t Are you a registered voter? Yes No Do you reside within the Boynton Beach City limits? s Do you own/manage a business within the City limits: —Yes If"yes"' name of business --,K No Are you currently serving on a City board? Yes Have you served on a City board in the past? c No yp If J is c d(g) 1lid hen?7 =- No 1,71, F Have you ever been convIcted of a crime? JAJ If so, when Where Please indicate which advisory board you are seeking appointment. For board listing, requirements, responsibilities and meeting times and dates, see pages 3 and 4 attached. Arts is n 0 io of Adjustment&Appeals Historic Resources Preservation Board d I pment Agenc Advisory Board Comm Building Board of Adjustment&Appeals Library Board Community Redevelopment Agency Advisory Board It cat You i B Planning&Development Board Education and Youth Advisory Board m plo P sl B i Police Officers'Retirement Trust Fund Building Pension Board Recreation &Parks Board Firefighters'Pension Trust Fund Senior Advisory Board Golf Course AdvisO!y Committee S.\CC\WP\BOARDS\ApplicationswMaster Form-Talent Bank Form-REVISED 10-01-18.doc Revised: 10/1/18 P �e, e� 4f Oct 2618, 10:26a Buoni's 7064131687 p.2 What a onal qualifications do you possess (i. ., profession, previous experienc6' b`r66c-11' or organization) which you feel would makeyou a good candidate for this board?< 016asped c. t� B- lease list any professional memberships- Feel ersi s:Feel free to attach an extra sheet or resume. Return the completed form to the City Clerk's Office, 3301 Quantum Iv , Ste. 101. Mailing address: P. 0. Box310, Boynton Beach, FL 33425-0310. It will be placed in the City's Talent Bank, a file to which Commissioners may turn for candidates when board openings Occur. I hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from board. Signature: 7 Date: 12 OCF / S:\CC\WRBOARD5\Applications\Master Form-Talent Bank Form_REVISED 10-01-18.doc Revised: 10(1118 Page 45 of 1324 Ellis, I allla From: calixtefrancoise <no reply@ 123formbui lder.io> Sent: Monday, November 12, 2018 2:22 PM To: City Clerk Subject: Advisory Board Appointment application Attachments: FCD®RESUME_G_(l)_(l).docx Today's date 11/12/2018 Name Francoise Calixte-Dieuvil Gender Female Phone number 786-873-1216 Address 1200 SW 27th Place Boynton Beach Florida 33426 United States Email calixtefrancoise@gmail.com Current occupation or, if retired, prior Counselor occupation Education Master Are you a Yes registered voter? Do you reside within the Boynton Yes Beach City limits? ........ ....... .... Do you own/manage a No business within City limits? if"yes", name of business: Are you currently serving on a City No board? rzs< Have you served on a City board in the No past? if"yes", is oar (s) and when? Have you ever been convicted of a No crime? Page 46 of 1324 if"yes",when and where? Advisory Board Education and Youth Advisory Board Personal Healthcare professional Qualifications or with youth for the past 20 plus years Master in leadership CPR certification Professional N/A Memberships Feel free to attach/upload an www.123fon-nbuilder.com/uDload dld.t)hD?fileid=734a4e3a62cO3755ea2O7l3253b89e8I extra sheet or resume. Certification 1, the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 50.248.1.241(United States)at 2018-11-12 14:21:41 on Chrome 70.0.3538.77 Entry ID:305 Referrer:www.boynton-beach.org/boards-and-committees Form Host:www.123formbuilder.com/form-583214/Advisory-Bgard-_Ap2giqlMgpl:Appliggtipn 2 Page 47 of 1324 Francolse Calixte-Dieuvil 1200 SW 27TH Place, Boynton Beach FL 33426 (786) 873-1216 Email:calixtefrancoise@yahoo.com ................. ...... As a professional in Healthcare Management, I'm seeking for a challenging position in your facility. Relevant Skills • Good leadership skill • Excellent teamwork skills • Good verbal and written communication skills Education Palm Beach Atlantic University Master in Leadership/counseling 2016-Present Palm Beach State College Bachelor in Management&Supervision 2014-2015 Associated of Art in Health Sciences 2011-2013 Graduated with an honor FLC Healthcare Academy 2006-2007 Certified nursing Assistant—Graduated Page 48 of 1324 Francoise Calixte- ie vil 1200 SW 27TH Place, Boynton Beach FL 33426 (786) 873-1216 References Carline Joseph, LPN 5756 EY CT LAKE WORTH, FL 33463 (561) 541-0159 Lo die Senecharles, Broker 6080 Moonbeam Dr, Lake Worth, FL 33463 (561) 305-2928 Fedna Orelus, RN 7721 N Military Trl, West Palm Beach, FL 33410 (561) 346- 0708 Page 49 of 1324 8 ® Shiiiii la From: spencec0725 <noreply@123formbuilder.io> Sent: Saturday, November 10, 2018 11:34 AM To: City Clerk Subject: Advisory Board Appointment application Today's date 11/10/2018 Name Carla Colebrooks Gender Female Phone number 561-317-6126 Address 1340 SW 27TH PL BOYNTON BEACH FL 33426 United States Email spencec0725@att.net Current occupation or, if Teacher retired, prior occupation Education Graduate Degree Are you a registered voter? Yes Do you reside within the Yes Boynton Beach City limits? Do you own/manage a No business within City limits? If"yes", name of business: Are you currently serving Yes on a City board? Have you served on a City board in the past? Yes �01 If"yes",which board(s) and when? Educational and Youth Advisory Board Have you ever been No convicted of a crime? If"yes",when and where? Advisory Board Education and Youth Advisory Board Personal Qualifications I am a long time resident of Boynton Beach born and raised. I have served on this board for a very long and would love to continue. Professional Memberships Page 50 of 1324 Feel free to attach/uploa an extrasheet or resume. Certification I, the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 99.10.188.204(United States)at 2018-11-10 11:33:43 on Chrome 70.0.3538.77 Entry ID:302 Referrer:www.boynton-beach.org/boards-and-committees Form Host:www.123formbuilder.com/form-583214/Advisory-Board-Appointment-Application 2 Page 51 of 1324 Ellis, Sh la From: amc <noreply@123formbuilder.io> Sent: Monday,April 23, 2018 3:00 PM To: City Clerk Subject: Advisory Board Appointment application Today's date 04/23/2018 Name Ann Cwynar Gender Female Phone number 561-732-6340 Address 2701 S.W. 8th Street Boynton Beach F133435 United States Email amc@instasign.com Current occupation or, if retired teacher retired, prior occupation Education College Graduate Are you a registered voter? Yes Do you reside within the Yes Boynton Beach City limits? Do you own/manage a No business within City limits? If"yes", name of business: Are you currently serving No on a City board? Have you served on a City No board in the past? If"yes",which board(s) and when? Have you ever been No convicted of a crime? 16b If"yes",when and where? Advisory Board Recreation& Parks Board Personal Qualifications I am a college graduate. I am retired after a 30 year teaching career. I also serve on the Education Practices Commission for the state of Florida. I have also lived in Boynton Beach since 1974. Professional Memberships Page 52 of 1324 Feel free to attach/uploa an extra sheet or resume. Certification I, the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 76.108.69.58 (United States)at 2018-04-23 14:00:21 on Whone unknown Entry ID:267 Referrer: m.facebook.com Form Host:www.123formbui[der.com/form-583214/Advisory-Board-Appointment-Application 2 Page 53 of 1324 Ellis, Shil 'ilia From: tpdevlin <noreply@123formbuilder.io> Sent: Monday, November 26, 2018 5:00 PM To: City Clerk Subject: Advisory Board Appointment application Today's date 11/26/2018 Name Thomas Devlin Gender Male Phone number 561-734-0964 Address 2840 SE 1st Ct Boynton Beach FL 33435 United States Email tpdevlin@bellsouth.net Current occupation or, if Retired, wireless Technology consulting IBM 33yrs retired, prior occupation Education MBA, BAS, computers & information systems Are you a registered voter? Yes Do you reside within the Yes Boynton Beach City limits? Do you own/manage a No business within City limits? If yes", name of business: Are you currently serving on a City board? No Have you served on a City No board in the past? M If"yes",which board(s) and when? Have you ever been No convicted of a crime? If"yes",when and where? Advisory Board Community Redevelopment Agency Advisory Board Personal Qualifications 33years at IBM in various capacities. Please see my LinkedIn profile for complete listing. www.lilikedin.com/in/thomaspdevlin/ Professional Memberships Feel free to attach/upload an extra sheet or resume. Page 54 of 1324 Certification I, the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 104.5.88.121 (United States)at 2018-11-26 16:59:31 on Wad unknown Entry ID:309 Referrer:www.boynton-beach.org/boards-an!l-committees Form Host:www.123formbuilder.com/form-583214/Advisory Board Appointment Application 2 Page 55 of 1324 Advisory Board Appointment Application Page I of 4 its of Boynton Beach: Advisory Board Appointment Application Thank you for your interest in serving on the City's Historic kesou rces Preservation Board and for taking the time to fill out this form. If instructions are not followed or the application is not filled out in its entirety, the form will be returned for clarification. EMAIL DISCLAIMER: Please be advised that under Florida law, e-mail addresses are public records. If you do not want your e-mail address released in response to a public-records request, do not send electronic mail. Instead, contact the City of Boynton Beach offices by phone or in writing: City of Boynton Beach, City Clerk's Office,City Hall, 3301 Quantum Blvd., Suite 101, Boynton Beach, FL 33426, Mailing address: P.O. Box 310, Boynton Beach, FL 33435-0310 1 Phone: (561) 742-6060 ] City Clerk FAX: (561) 742-6090 Todal(s date MM/DD/YYYY U4,4EO Name UAFirst -J_\ Last Gander o Female * Male Phone number 9* Address i Street Address 1k Street Address Line 2 City State (A) 9127 4; - Sfac�- U-3 Postal / Zip Code United States -Z '';f-rj rn> Email eeJOWI-US Current occupation AV4 or, if retired, prior occupation P �6 if 1324 1 https://www.123formbuilder.com/form-583214/Advisory-Board-Appointment-Application 11H 01 Advisory Board o' et Application Page 2 of 4 Education de, r e e, Are you a Yes o No registered voter7 Do you reside Yes o No within the Boynton Beach City limits? Do you 0 Yes 1p No own/manage a business within City limits? If"yes", name of business: Are you currently Yes o No serving on a City board? Have you served on 0 Yes 0 No a City board In the Past? If "yes", which boar and when? C e V Characters left: 300/300 Have you ever been 0 Yes 0 No convicted of a crime? if yes", when and where? Characters left: 256/300 Rjffi&.Af 1324 https://www.123formbuilder.com/form-583214/Advisory-Board-Appointment-Application 1 10 Advisory Board Appointment Application Page 3 of 4 Advisory Board please select... Please indicate which advisory board you are seeking appointment. For board listing, requirements, responsibilities and meeting times and dates, please visit Advisory Boards web pages. Personal Qualifications r What personal qualifications do you PD—(i.e.,profession,previous experieam,branch of military service or organization)which you feel would make you a good candkkabe for this board?Please be specific. a C%A r � ) Vj VS, Characters left: 665/700 Professional Memberships Please list any profeWDnal memberships. Page 58 of 1324 htq)s://www.123fonnbuilder.com/fonn-583214/Advisory-Board-Appointment-Application 11/15/2018 Advisory Board Appointment Application Page 4 of 4 Characters left: 700/700 Feel free to Upload attach/upload an extra sheet or resume. Your completed Advisory Board Appointment application Will be added to the Citv's Talent Bank,a file to which Commissioners may turn for candidates when board openI ngs occur. Certiflcation - I, the applicant, hereby certify that the statements and answers *ReWwse reWlmd provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. 1, the applicant:r DO NOT certify that the statements and answers 0 provided herein are true and accurate. Subrnit Completed Form rQ Pan https://www.123fonnbuilder.com/fonn-583214/Advisory-Board-Appointment-Application . -ffim 1324 CITY OF BOYNTON BEACH O ADVISORY BOARD APPOINTMENT APPLICATION Thank you fryour interest in serving on a City advisory board and for taking the time to fill out this form. Please print or type all answers clearly. If interest is expressed in appointment to more than one board, selections must be prioritized. If instructions rent followed or the application is not filled out in its entirety, the for will be returned for clarification. I Name—UTc—k C 4!51- e---h�/ �..Gencler: —Telephone Address )JI A d_*:5 7 &T ,6r DW—J P gz 9LOA '0004. Zip Code_gn? '� Other 7XA vQ ip 7 2J6J 54- E-mail Address: i5eart,c7qJPhone: Current occupation or prior occupation: Education r' :;9 Are you a registered voter? Do you reside within the Boynton Beach City limits? 6--7-yes Do you own/manage a business within the City limits: Yes No If"yes", name of business Are you currently serving on a City board? A-`Yes No Have you served on a City board in the past? Yes —No If so, which board(s) and when? Have you ever been convicted of a crime? If so, when Where Please indicate which advisory board you are seeking appointment. For board listing, requirements, responsibilities and meeting times and dates, see pages 3 and 4 attached. Arts Commission Historic Resources Preservation Board Building Board of Adjustment&Appeals Library Board Community Redevelopment Agency Advisory Board Planning &Development Board Education and Youth Advisory Board Police Officers'Retirement Trust Fund Employees' Pension Board Recreation &Parks Board Firefighters' Pension Trust Fund Senior Advisory Board so' Golf Course Advisory Committee S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form-REVISED 10-01-18.doc Revised: 10/1/18 Page 60 of 1324 What personal qualifications do you possess (i.e., profession, previous experience, branch of military service or organization) which you feel would make you a good candidate for this board? Please be specific. Please list any professional memberships: Feel free to attach an extra sheet or resume. Return the completed form to the City Clerk's Office, 3301 Quantum Blvd, Ste. 101. Mailing address: P. 0. Box 310, Boynton Beach, FL 33425-0310. It will be placed in the City's Talent Bank, a file to which Commissioners may turn for candidates when board openings occur. hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, ny false statements b a e f removal from a board. Signature, ate® 1,01ra C>Acl 9 S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form REVISED 10-01-18.doc Revised: 10/1/18 Page 61 of 1324 'se From: eugene <no reply@ 123formbui Iderio> Sent: Monday,June 4, 2018 3:40 PM To: City Clerk Subject: Advisory Board Appointment application Attachments: Profile-E-Fagan-l-page.pdf Today's date 06/04/2018 Name eugene fagars fagan Gender Male Phone number 561-385-4514 Address 10 1 S. Federal Hwy APt 319 Boynton Beach Flonda 33435 United States Email eugene@asantearchitects.com Current occupation or, if retired, prior Architect occupation Education B-Design, &B-Architecture Are you a Yes A,jk'N registered voter? Do you reside tD:z ithin the Boynton Yes CIL,' Beach City limits? > C-F zrl Do you own/manage a No business within City limits? If 11yes",name of as to architects business: Are you currently serving on a City No board? Have you served on a City board in the No past? if yes", is oar (s) and when? Page 62 of 1324 Have you ever been convicted of a No crime? if"yes",when and where? Advisory Board Recreation&Parks Board Personal Qualifications Professional Memberships Feel free to attach/upload an www.123formbuilder.com/upload—dld.php?flleld=lcO65c475fl 191381ff35d2f42046cfe extra sheet or — resume. Certification 1, the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 5.62.49.43(United Kingdom)at 2018-06-04 14:40:06 on Chrome 67.0.3396.62 Entry ID:273 Referrer:www.boynton-beach.org/boards-and-committees Form Host:www.123formbuilder.com/form-583214/Advisory-Board-Appointment 2 Page 63 of 1324 III ARCHITECT Technical Principal IIS: IT .. EXPERIENCE i Eugene R. Fagan III is a Licensed Florida Architect with a focus on producing well-coordinated drawings to assist all building construction practices and management. Eugene expertise includes three-dimensional, real-timer dynamic building modeling software to increase productivity in building design and construction. His 30 years of experience includes: ,'r ;' pis • Master Planning of 4 square miles of southern Belle Glade mixed uses projects. • Design of public and private elementary schools, high , schools and higher education buildings in the United States and worldwide. • Design of commercial facilities, office buildings, shopping centers, and interior office improvements. EDUCATION • Design of high end multistory condominiums,work force Bachelor of Design apartments buildings, low income public assistant housing, University of Florida and senior assisted living facilities. Bachelor of Architecture • Design of custom residences. Louisiana Technical University • Design of government buildings for the Palm Beach County Housing Authority, Riviera Beach Housing Authority, South Florida Water Management District, and the East ARDS 8.CITATIONS Central Regional Water Reclamation Facility. Palm Beach County Housing Authority He is an adjunct professor at Palm Beach State 2017 College where he teaches AutoCAD/Desktop/Architecture, and Revit BIM. In addition to his practice in South Florida, Eugene has PROFESSIONAL REGISTRATIONS dedicated and contributed his expertise on a pro bono Florida Architect ARI 1668 basis throughout the world for many projects including: Expansion of SECTA University in Guatemala City, design and master plan church and school for Mana Mission in Escuintla, Guatemala, design and master plan Westminster Samfra College in Zabia and design and plan Children4School primary education facility in Dodma,Tanzania. PROFESSIONAL AFFILIATIONS National Council Architecture and Registration Board Asante Architects Ilc is located at 4722 NW Boca Raton Boulevard,C106, Boca Raton, FL 33431. Page 64 of 1324 Ellis, Shilia la From: Jesse.robert.feldman <noreply@123formbuilder.io> Sent: Wednesday, October 03, 2018 2:52 PM T : City Clerk Subject: Advisory Board Appointment application Today's date 10/03/2018 , Name Jesse Feldman @ Gender Male *n; Phone number 954-770-2179 Address 117 S SEACREST BLVD m Boynton Beach Florid 33435 United States ` Email Jesse.robert.feldman@gmail.com Current occupation or, if ATTORNEY retired, prior occupation Education University of Florida - Journalism Major ; Nova Southeastern University - Juris Doctorate Are you a registered voter? Yes Do you reside within the Yes Boynton Beach City limits? Do you own/manage a business within City limits? Yes If"yes", name of business: Purveyors of Preservation d/b/a Rust and Wax Are you currently serving yes ` on a City board? Have you served on a City yes , board in the past? If"yes",which board(s) Currentlyan alternate on the Historic Resources Preservation Board. and when? Have you ever been No convicted of a crime? If"yes",when and where? Advisory Board Historic Resources Preservation Board Personal Qualifications Served on the Historic Resources Preservation Board for a couple of years now. Also heavily involved in the efforts that ultimately resulted in the historic high school being saved. i Page 65 of 1324 Attorney specializing in property insurance for homeowners and small business owners for 9+years, so I have significant knowledge of home construction, proper repairs to damaged property, and ways to properly insure homes (including historic homes), Professional Memberships Florida Bar Association Feel free to attach/uploa an extrasheet or resume. Certification I, the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 73.138.209.3 (United States)at 2018-10-03 13:51:44 on Firefox 61.0 Entry ID:294 Referrer:www.boVnton-beach.org/boards-and-committees Form Host:www.123formbuilder.com/form-583214/Advisory-Board-Appointment-Application 2 Page 66 of 1324 From: Jesse Robert Feldman <jesse.robert.feldman@gmail.com> Sent: Wednesday, October 03, 2018 11:43 PM To: Pyle, Judith Subject: Historic Resources Preservation Board Judith, I hope this email finds you doing well. I wanted to reach out and let you know that I submitted an application today for the open spot on the board. Please let me know if I need to submit any additional information to complete my application. Thank you! Jesse Jesse Robert FCldman 1 Page 67 of 1324 Ellis -h la From: cfreerick <noreply@123formbuilder.io> Sent: Sunday, November 04, 2018 4:44 PM To: City Clerk Subject: Advisory Board Appointment application Today's date 11/04/2018 Name Charles Frederick Gender Male Phone number 561-702-3219 Address 1413 north seacrest Blvd Boynton Beach 17133435 United States Email cfreerick@yahoo.com Current occupation or, if Teacher retired, prior occupation Education Bachelors Are you a registered voter? Yes Do you reside within the Yes Boynton Beach City limits? Do you own/manage a No business within City limits? If"yes", name of business: Are you currently serving No on a City board? Have you served on a City No board in the past? If yes",which board(s) and when? Have you ever been No convicted of a crime? If"yes",when and where? Advisory Board Recreation& Parks Board Personal Qualifications I am currently a youth football coach in the area. I often use the facilities &parks in the community to train &workout with kids. Willing to do the work to learn&be apart of the process to better the community. Professional Memberships Page 68 of 1324 Feel free to attach/upload an extra sheet or resume. Certification I, the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 107.77.216.93(United States)at 2018-11-04 16:43:46 on Whone 12.0 Entry ID:297 Referrer:www.boynton-beach.org/boards-and-committees Form Host:www.123formbuilder.com/form-583214/Advisory-Board-Appointment-Application 2 Page 69 of 1324 B , i , -WiSEACH Che 1-Guberman, Catherine "i il lu From: mslhf <noreply@123form builder.io> N OV 1 3: h R Sent: Friday, November 09, 2018 3:42 PM To: City Clerk Subject: Advisory Board Appointment application Today's to 11/09/2018 Name Mark Frederick Gender Male Phone number 561-732-2874 Address 1508 Sw 7th Ave Boynton Beach Florida 33426 United States Email mslhf@juno.com Current occupation or, if Refired- Computer Services retired,prior occupation Education College Are you a registered voter? Yes Do you reside within the Yes Boynton Beach City limits9 Do you own/manage a No business within City limits? if"yes",name of business: Are you currently serving Yes on a City board? Have you served on a City Yes board in the past? If"yes", is board(s) Golf Course Advisory Committee- Current Member and when? Code Enforcement Board 1996 - 1999 Have you ever been No convicted of a crime? If"yes",when and where? Advisory Board Golf Course Advisory Committee Personal Qualifications Life to golfer Beginning my 5th year as President of The Links at Boynton Beach Men's of Association 70 of 1324 Current member of the committee Professional Memberships Feel free to attach/upload an extra sheet or resume. Certification I,the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal fro m a board. The message has been sent from 73.245.60.161(United States)at 2018-11-09 15:41:53 on Chrome 70.0.3538.77 Entry ID:301 Referrer:boynton-b boa rds-and-committees Form Host:www.123formbuilder.comlLorm-583214/Advisorl,-Board-Appointment-Ar)olication 2 Page 71 of 1324 CITY OF BOYNTON BEACH ADVISORY BOARD APPOINTMENT APPLICATION Bi D Thank you for your interest in serving on a City advisory board and for taking the time to fill out this form. Please print or type all answers clearly. If interest is expressed in appointment to more than one board, selections must be prioritized. If instructions are not followed or the application is not filled out in its entirety, the for will be returned for clarification. Name eni OU ( ,1' Gender: —E—Telephone # Address r"U0 ( UKk "IL _—PL--Zip Code_,�2 E-mail Address: C-,Die- rJ6o-Cd0AL&:Z G)n—) Other ®Phone: Current occupation or prior occupation: lot .1 Q Education- 4 L�Xl,to�:-&�QJ�WJ r1A 51-fa k-0 Ck- fVACA Are you a registered voter? Yes —No Do you reside within the Boynton each City limits? Yes No Do you own/manage a business within the City limits- —Yes No If"yes", name of business I Are you currently serving on a City board? _�Z Yes No Have you served on a City board in the past? Yes If so, which board(s) and when? Have you ever been convicted of a crime? If so, when 6,xh5L�2—_ Where Please indicate which advisory board you are seeking appointment. For board listing, requirements, responsibilities and meeting times and dates, see pages 3 and 4 attached. Arts Commission Historic Resources Preservation Board Building Board of Adjustment&Appeals Library Board V" Community Redevelopment Agency Advisory Board(1) Planning &Development Boardl Education and Youth Advisory Board Police Officers'Retirement Trust and Employees'Pension Board Recreation &Parks Board Firefighters'Pension Trust Fund Senior Advisory Board Golf Course Advisory Committee 3 31 J i S','A"U'.]�J, 1113V�R yr r, !,J n S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form-REVISED 10-01-18.doc Revised: 10/1/18 ka g What personal qualifications do you possess (i.e., profession, previous experience, branch of militaryservice or organization) which you feel would make you a good candidate for this board? Please be specific. ow � . - a . ' CSC '(4 5 . 4 'r UI s ( , Uiet `C1f -cam Please list,any professional e ershis: Ifs .el Feel free to attach an extra sheet or resume. Return the completed form to the City Clerk's Office, 3301 Quantum Blvd, Ste. 101. Mailing address: P. 0. Box 310, Boynton Beach, FL 33425-0310. It will be placed in the City's Talent Bank, a file to which Commissioners may turn for candidates when board openings occur. I hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. Signature: S:\CC\WP\BOARDS\Applications\Master Form -Talent Bank Form- REVISED 10-01-18.doc Revised: 10/1/18 Page 73 of 1324 GOLENE Louis GORDON (786)290-2619*glouisl29@gmail.com EXECUTIVE SUMMARY Ability to face the challenges of a dynamic business world and diversity interaction. Ability to build positive relationships and respond to general or complex inquiries. Effective problem solver;prioritize and manage work flow out direct supervision. Collaborative leadership approach, strategic planning, leading by fostering team oriented environment,motivate,coach,and create positive memorable life experiences. SUMMARY OF QUALIFICATIONS Execellent listening skills 0 Develop effctive solutions Effective Risk Management Establisher of relationships N Self Motivate and starter Leadership skills/ team player Trustworthy/Enthusiastic Effective communication Value of culture and diversity Strategically analyze problems Planning and organizing Conflict resolution techniques PROFESSIONAL WORK ExPERIENCE WELL FARGO FINANCIAL INSTn-UTION RELATIONSMP BANKER 2017-Present Established lifelong banking relationship with customers,partner with management to develop and implement plans to achieve business development,revenue generation,branch growth and goals.Conduct required sales meetings and ensure all employees have an in-depth understanding of business practice,service and incentive according to financial compliance and regulations,Successfully use communication approach to promote multi- bank product and services,leadership experience including coaching,training and mentoring,educate the team members and clients,demonstrating excellent leadership,product knowledge and effective problem-solving. BEACH FRONT REALTY INC.-AVENTURA, FL 2008-present REAL ESTATE SALEs AGENT MANAGER Work in office setting as well as external, generate millions of dollars in sales of new homes and resales and consistently achieving sales goals. Assist clients with buying, selling properties and negotiations. Provide educational resources to clients and associates agents. Communicate and interacting with people in real estate and other industries including Mortgage Lenders, Appraisers, Title company and Lawyers. Effectively build strong relationships with community and civic groups such as non profit organizations and government offices. coordinating many community and special events like seminars to educate the community, establish and maintain personal relationships,focus on customer satisfaction to help increase sales valume and revenue. REGIoNs FINANCIAL-DELRAY BEACH,FL 2002-2008 PERsONALBANKER Building relationship with customers, do budgeting and saving seminars for small business employees. Communicate to customers by asking questions to determine needs demonstrating interest in customers financial priorities.personal accounts and small business.Provide exceptional service to ensure customer needs always come first and making sure baking is easy and convenient. Develop successful relationship with all clients NAuoNs BANK-MiAmL FL 1997-2002 TELLER SERVICE REPRESENTATIVE Greet customers, processed financial transactions such as account inquiries, cashed checks, withdraw and deposits, answer telephone,refer customers to the right department base on needs. Cross selling by referring andoffer° g products services to clients. EDUCATION: FLORIDA ATLANTIC UNIVERSITY (FAU)- CERTIFIED HUMAIN RESOURCE MANAGEMENT KEISER IJNIVERSITY®MASTER OF BUSINESS ADMINISTRATION(MBA)-LEADERSHIP FOR MANAGERS Cmputer Knowledge-Words,Excel,Outlook, Power Point etc. CREDENTIALS Certified Notary Public-Safe Register Mortgage NMLS#1100378 -Languages:French and Creole Page 74 of 1324 November 11, 2018 Dear Board Advisory selection panel: My name is Golene Louis Gordon. I am currently a licensed real estate agent. I have lived in Boynton Beach for any years,and a proud home owner inthe City of Boynton each for over 10 years. I believed my experience in real estate and in the banking industry would be a great asset to the Board and the community.As a long time residence and a real estate agent who has worked with numerous homeowners and developers® my contribution would be to focus on ways to improve property values, have well maintained and managed communities and help making smart and proactive decisions also finding ways to maintain an achievable healthy budget. Thank you very much for your time and consideration,and I look forward to be one of the next CRA Board members. Sincerely, Dolene Gordon 230 Lake Monterey Cir Boynton each, FL 33426 Page 75 of 1324 CITY OF BOYNTON BEACH (D ADVISORY BOARD APPOINTMENT APPLICATION Thank you for your interest in serving on a City advisory board and for taking the time to fill out this form. Please print or type all answers clearly. If interest is expressed in appointment to more than one board, selections must be prioritized. If instructions are not followed or the application is not filled out in its entirety, the for will be returned for clarification. Name ender: Telephone # Address Zip Code_]S_�� Other E-mail Address: Phone: Current occupation or for occupation: 'vA I/ C7 sy QC 6 Education 7151 �n) ee Are you a registered voter? Yes No Do you reside within the Boynton Beach City limits? jenYes —No Do you n/ sae a business within the City limits: —Yes No If"yes". name of business Are you currently serving on a City board? ,!f Yes No Have you served on a City board in the past? —Yes No If so, which boardT) a d when? , Have you ever been convicted of a crime? If so, when Where Please indicate is advisory board you are seeking appointment. For board listing, requirements, responsibilities and meeting times and dates, see pages 3 and 4 attached. Arts Commission Historic Resources Preservation and Building Board of Adjustment&Appeals L�t—Library Board Community Redevelopment Agency Advisory Board Planning &Development Board Education and Youth Advisory Board Police Officers' Retirement Trust Fund Employees'Pension Board Recreation &Parks Board Firefighters' Pension Trust Fund Senior Advisory Board Golf Course Advisory Committee !JU !J W 10;1Iq 3110 S.,\CC\WP\130ARDS\Applications\Master Form-'talent Bank Form - REVISED 10-01-18.doc Revised: 10/1/18 Pag, What personal qualifications do you possess (i.e., profession, previous experience, branch of military service or organization) which you feel would make you a good candidate for this board? Please be specific. (` T 5 6 gg yy c Please list any professional memberships: Feel free to attach an extra sheet or resume. Return the completed form to the City Clerk's Office, 3301 Quantum Blvd, Ste. 101. Mailing address: P. O. Box 310, Boynton Beach, FL 33425-0310. It will be placed in the City's Talent Bank, a file to which Commissioners may turn for candidates when board openings occur. I hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. Sinatur : C Date: 1 i w. ti P la S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form-REVISED 10-01-1 . oc Revised: 10/1/18 Page 77 of 1324 ADVISORY BOARD APPOINTMENTAPPLiCATIO14 r a Thank you for your interest in serVingi i r taking the time to fill out thisform. -Please print or type. all answers . Interest is.expressed I , appointment to morethan one board, selections must be prioritized. If Instructions are not fbilowed or the application Is not filled out in its entirety, ill be returnedclarification, Name n I -' Address - Vat 14b i 1 Othar it — — Current occupation ri r Are you a registered voter? Y es —No Do you si i, t limits? YesNo Do y u. 1 ,. . sin i i .li ...._ f,"'yes" n . ness currentlyAre you serving,on a City board? ® s 3;, 7 s `-Whith board(s)-andbi• Have youbwer been ,.pvl' crime? l6ase indicate is .;Visory board y6u are seeking i I w,; ,,, i responsibilities and meet.199times,and ,rr see pages 3 and 4 attached. rts Com'mlsslon Historicu n Board ::$�—SmIlding Board of,Acoustment&Appeals Library Board Community velopment Agency AdvisoryPlanning 1 Education and Youth Advisory Board —Police nTrust Fund Employees' sinRecreation Firefighters' it Advisory Board I vi i CD ... �w I ®, li 'ons r Form-Talent Bank Form -01-1 . 10/1/1 Page 76'of 1324 °deS p `i.�. .. ? plea what personal qualWalp ins'; l.,r'p6j rwou to ,{� `'..':rg .�.yid, al� �'.K,H 5�:�'�y eV.�h;.+•9..J'.. :°1 i, 'i �'F".1 J'1I • .•i:i�.,. ••yi .Pxgw��a °.9:. mt:, .. s9 ..e .r �" g w� T:> . '•:.w r•r;�perN 6 �� n: . °/[`w' ,,f�.a � 4 ete .e �•` .i.. �L.B,.eir®.. .••°a�.,'i.ir�'!.'Q';e�kw•' r :A®.+w ti .�^s''�•ti%hg's.' r.:: :'t"° _...°. .. .°..., .. ,., ., .......° t.,,� .a,-r�:+,.,.,.'�:.. . .n.^x�.,.•,_..e..t...:.:�,a:c..ua.a,.�..,...�_., 1 . 1memberships: xsra.a.-i-'':r,P.y.. ... i ..S�r.a ,r......+ ' r a .•a yk .. w e. ' � , ° completed16.�Klij 'Return tfi 310, it will,be, plpp.ed ..Beache FL 33425-0 — y. 4 ^,� .:r /. P YYY a'te{�e:• eie�;R: ' NiE° v�titi IWAH in the CkYt Talent Bankf a file-to which Commissiloners, may me _MWbe.,eause- •`''. ... ...,. °— . °\r.y. ° .: � •dy.. ei^a..� •^�..i abd,. �iYr4:u.°.,' ♦..i r tif•��t.wa.r .�. ,. .iT:`� i .ne:®Y®.'��•�at: ia�1k'{��' b�:.IIM & Pr.� �q r .. _ '1�. •ayY'::µF 5` y .s p•r• ,a .yea. y �.. w ....... .N e'.. ,�� r.+�`.y.= aa:J,,.✓. :ti°.ip. .. .f:�s;. .. I .., °; .,�..� .�r':1' •'-t are.��'+ `'��• ., ,. ... ........ ... .K..a .: �,r t< J% �,•:'1�� 'ho-„,..,,. ":F,:,+KL`'�t, .�.��,° ' 1sia�it3°i . .:aedi7° •rCYrii"�, ';S',/:�:i..,e.} �`s., .y.:�� .ria, J17r4-°�e�ak:.N�f .. aY:S ° .. �."75°d .i,w."•, � � q •• .. , "�t� se:; "$lel':P ,.•i!`c3;�F� ''`.�;a.. . , MW ^YI. �R.0 .5..... . .iiP•i� :K'w�+t�'�:�!a•:::.;• aq:, .::'..r':.P.:','L. r. . 1011/18t� Page 79 of 1324 Ellis, I From: willonius <noreply@123formbuilder.io> Sent: Saturday, July 28, 2018 5:12 PM To: City Clerk Subject: Advisory Board Appointment application Attachments: WIII_Hatcher_2018.pdf Today's date 07/28/2018 Name Will Hatcher Gender Male Phone number 415-235-7968 Address 101 S Federal Hwy Apt 230 Boynton Beach Florida 33435 United States Email willonius@gmail.com Current occupation or, if retired, prior Full Stack Web Developerna, Hatcher Construction occupation ' Education Florida International University Are you a `,. registered voter? Yes Do you reside within the Boynton Yes Beach City limits? Do you own/manage a No business within City limits? If"yes", name of business: Are you currently serving on a City No board? Have you served on a City board in the past? If"yes",which board(s) and Arts Commission 2014 when? Have you ever been convicted of a No crime? i Page 80 of 1324 if Oyes",when and where? Advisory Board Planning & Development Board Personal Arts Warehouse Board in Delray Beach Qualifications Professional TED Speaker Memberships Toastmasters International Feel free to attach/upload an www.1231.'ormbLiilder.com/Lipload dld.phl2'?Fj leid=f6dOe9 73 c4c6O9f5 a5 b3 5 cab I eOtb44f extra sheet or resume. Certification 1, the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 99.117.110.27(United States)at 2018-07-28 16:12:06 on Chrome 67.0.3396.99 Entry ID: 285 Referrer:www.boynton-beach.orR/boards-and-committees Form Host:www.I 23fo rm bu i I der.co miform-583214/Ad,isorv-Boa rd-Apoo i ntm ent-Aoo I icatio n 2 Page 81 of 1324 Will Hatcher Willonius@gmail.com Miami, FL (415) 235-7968 www.linkedin.com/in/will-hatcher PROFESSIONAL SUMMARY A comedian and creative director with 10 years of experience in experimental marketing, film production and web development. A adaptable professional who specializes in comedic content creation, problem solving, and project management. A TED Speaker with a proven track record of creating viral content online. Areas of professional expertise: • Public Speaking • Film Production • Writing and Verbal Communication • Multitasking and Managing Projects • Researching and Preparing Documentation • Problem Solving in a team environment • Analyzing Data • Digital Marketing Et Branding • Web Development • Screenwriting PROFESSIONAL SKILLS DEMONSTRATED PMKBNC 2014 - 2018 PMK• BNC is a strategic marketing and communications firm that specializes in Entertainment and popular culture. Production Manager - Samsung Responsible for the development and execution of special events and marketing programs. • Project Management: Daily interaction with clients, vendors and venue operators. Responsible for the logistics, tech and production of programming for in-store and on-site event programming • Writing and Verbal Communication: Pre and post event analysis and reconciliation. Coordination of day-to- day operations. Provided status updates to external clients. • Problem Solving in a team environment: Create solutions for projects if behind schedule or approaching budget limit. Troubleshoot any technical issues on site. HATCHER CONSTRUCTION Et DEVELOPMENT 2012 - 2014 Hatcher Construction and Development, Inc. is a family-owned and operated company serving South Florida's serving clients such as Wells Fargo, Palm Beach County School, And Delray Beach CRA Digital Marketing Manager Responsible for managing online/digital projects and campaigns related to SEO/SEM/SMM/PPC. • Digital Marketing Et Branding: generation of content for news blogs, Facebook, Twitter, YouTube, online ads, etc. Lead SEO/SEM/SMM/PPC efforts to drive brand awareness and web site activity for our clients/ services. Grow the online community/presence for our clients/ services; • Researching and Preparing Documentation: Implement strategies/tools for digital/online communications such as blogs, e-news tette rs/e-publications, videos, polls, surveys, and webinars. Prepare photos, PDFs, and other assets for web use Page 82 of 1324 WILL HATCHER Page 2 Develop Marketing Strategy: Perform keyword research to help inform and develop content strategy for search optimization. Monitor traffic and enter data for tracking daily, monthly, and annual statistics YOUTUBE 2007 - Present The #1 video sharing site on the internet. Youtuber Create comedic viral videos for myself, brands and other Youtubers. • Content Creator: Wrote and directed comedic videos on Youtube amassing over 25 million views with using Final Cut Pro, Adobe Premiere and After Effects. • Project Management: Collaborating with brand such as Ross and McDonalds to develop ideas and scripts into to internet videos. • Viral content: Created several video that generated media exposure on platforms such as CNN, WorldstarHipHop, MediaTakeout and MTV STUDENT LIFE 8t VOLUNTEERISM SXSW Programming Committee - Board Member: Assists in the selection of programming for SXSW conference in Austin, Texas. The SXSW Art Program Advisory Board is comprised of leaders from all backgrounds in The Arts and Creative Sector. They lend their industry expertise as they evaluate the art program's proposals to assist SXSW Art Program selections (2014 - Present) Arts Warehouse - Board Member: Arts Warehouse is a 15,000 sq. ft. warehouse conversion to an art incubator will be a catalyst for economic development and growth within the South Florida Arts Community (2017 - Present) Black Student Union - President: BSU mission is focused on the development of the FIU community by advancing academic stability, political action, and the leadership of black students, while promoting Black culture across all aspects of life. (2006) RELEVANT PROJECTS The Young ft The Thirsty: Wrote, Directed and Produced a comedic web series from Youtube on the RED camera . (2018) Look Like A Man, Act Like A Bitch: Self published a comedic self-help book that is a parody of Steve Harvey's book Act Like a Lady, Think Like a Man. (2013) EDUCATION Bachelors of Science (Marketing) FIU (Miami, FL) Full Stack Web Development (HTML, CSS, Javascript, Ruby) Wyncode Academy (Miami, FL) OTHER RELEVANT INFORMATION Computer skills: Python, HTML, CSS, Ruby, Ruby on Rails, Microsoft Office Suite, Adobe Creative Suite Awards: TED Speaker, NBC Stand Up For Diversity Page 83 of 1324 CITY OF BOYNTON BEACH ADVISORY BOARD APPOINTMENT APPLICATION (D, Thank you for your interest in serving on a City advisory board and for taking the time to fill out this form. Please print or type all answers clearly. If interest is expressed in appointment to more than one board, selections must be prioritized. If instructions are not followed or the application is not filled out in its entirety, the form will be returned for clarification. Name_ A en r: Telephone # Address 0 .1 Owl- ipCode I 1 1 Other E-mail Address: Y)iD b idxk n 6-P 11 r-In _V_ t Phone: 6 7,64 Current occupation or prior occupation: — k I r a Education Are you a registered voter? Ves -No Do ®u reside within the Boynton Beach City limits? Yes No Do you own/manage a business within the City limits: es No If"yes", name of business Yes Y —1 s Are you currently serving on a City board? es No Have you served on a City board in the past? Yes No If so, which board(s) and when? b ;1_rMr_V ill, 11 . 11 : 0CZ _tft__J_1' roIr a�01�r a/ .............. Have you ever been convicted of a crime? WO If so, when Where Please indicate which advisory board you are seeking appointment. For board listing, requirements, responsibilities and meeting times and dates, see pages 3 and 4 attached, Arts Commission Historic Resources Preservation Boa_rd Building Board of Adjustment&Appeals Library Board Community Redevelopment Agency Advisory Board Planning & Development Boarcl. Education and Youth Advisory Board Police Officers'Retirement TrFund Employees' Pension Board Recreation &Parks Board M. Firefighters' Pension Trust Fund Senior Advisory Board CAI Golf Course Advisoa..Corry mittee Fri 4 S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form-REVISED 10-01-18.doc _7) Revised: 10/1/18 )J 0 Illy Page 84 of 1324 What personal qualifications do you possess (i.e., profession, previous experience, branch of military service or organization) which you feel would make you a good candidate for this board? Please be specific. Please list any professional memberships- Feel free to attach an extra sheet or resume. Return the completed form to the City Clerk's Office, 3301 Quantum Blvd, Ste. 101. Mailing address: P. O. Box 310, Boynton Beach, FL 33425-0310. It will be placed in the City's Talent Bank, a file to which Commissioners may turn for candidates when board openings occur. I hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. Signature: a ate: t° S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form- REVISED 10-01-18.doc Revised: 10/1/18 Page 85 of 1324 CITY OF BOYNTON BEACH ADVISORY BOARD APPOINTMENT APPLICATION (D Thank you for your interest in serving on a City advisory board and for taking the time to fill out this form. Please print or type all answers clearly. If interest is expressed in appointment to more than one board, selections must be prioritized. If instructions are not followed ort application is not filled out in its entirety, the for will be returned for clarification. Name—L k�__(2 —L4,1± aU— Gender:_ALTelephone #,5L,1 Address CUA�171 Zip Codea��N1,,A/0_ Other E-mail Address. _Phone: ....... CL ,Krent occupation or prior occupation: /)C11 C ALAN Education Are you a registered voter? es No Do you reside within the Boynton Beach City limits? Yes No Do you own# ang q' nq )a business within the City limits: Yes No If"yes , name of business E. E Are you currently serving on a City board? 4-zYes No Have you served on a City board in the past? _�Z�Yes No If so, which board(s) and w n7 , Have you ever been convicted of a crime? If so, wl-ien Where Please indicate which advisory board you are seeking appointment. For board listing, requirements, responsibilities and meeting times and dates, see pages 3 and 4 attached. s Commission Historic Resources Preservatb-nBoq,rd- --!vl Building Board of Adjustment&Appeals Library Board l , Community Redevelopment Agency Advisory Board Planning & Development Bo* Education and Youth Advisory Board Police Officers'Retirement Trust Employees'Pension Board Recreation &Parks Board Firefighters' Pension Trust Fund Senior Advisory Board Golf Course S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form-REVISED 10-01-18.doc C2 Revised: 10/1/18 Page 86 of 1324 What personal qualifications do you possess (i.e., profession, previous experience, branch of military service or organization) which you feel would make you a good candidate for this board? Please be specific. a P k' A R s t s Please list any professionalmemberships: : Feel free to attach an extra sheet or resume. Return the completed form to the City Clerk's Office, 3301 Quantum Blvd, Ste. 101. Mailing address: P. 0. Box 310, Boynton Beach, FL 33425-0310. It will be placed in the City's Talent Bank, a file to which Commissioners may turn for candidates when board openings occur. I hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements ma be cause for removal from a board. 4 Signature: ate: t : S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form-REVISED 10-01-18.doc Revised: 10/1/18 Page 87 of 1324 Chera-Guberman, Catherine I , -iltu T From: peggylaguerre <noreply@123formbuilder.io> Sent: PIM Wednesday, November 07, 2018 3:17 To: City Clerk Subject: Advisory Board Appointment application Attachments: Resu me-EYAB-Peggy-Laguerre.pdf Today's to 11/07/2018 Name Peggy Laguerre Gender Female Phone number 561-414-4486 Address 328 SW 7th Ave Boynton Beach FL 33435-5528 United States Email peggylaguerre@grnail.com Current occupation or, if retired, prior Community Liaison occupation Education Bachelor of Arts in Psychology; Masters of Science in Mental Health Counseling Are you a registered Yes voter? Do you reside within the Boynton Beach Yes city limits? Do you own/manage a business within No city limits? If"yes",name of business: Are you currently serving on a City Yes board? Have you served on a City board in the No past? if"yes", is City of Boynton each Education and Youth Advisory or board(s) and when? 2017 until present Have you ever been No convicted of a crime? If .®y A Vy yes",when and where? Page 88 of 1324 Advisory Board Education and Youth Advisory Board Personal I have a background in mental health counseling for at risk youth in a juvenile Qualifications correction setting. I am an active mentor and board member for the Girls 2 Women group mentoring organization to girls in two Palm each County schools. I have also been active with the youth programs in the Urban League of Palm Beach County. I have worked with youth in the autism spectrum during my time at Palm Beach School for Autism as a teaching assistant. I have been an active member in the it of Boynton Beach Education and Youth Advisory Board these past two years by participating in various fundraising efforts and city events. Professional Urban League Young Professionals of Palm Beach County Memberships United Way Emerging Leaders Society Feel free to attach/upload an w ww.123fbrmbuiIder.com/4Io4d dld.p�p?fileid c22eOa.8f7fac8c52ec23cl ............................... e8OO62553f extra sheet or ......... resume. Certification I, the applicant,hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 50.248.4.17(United States)at 2018-11-0715:17:14 on Chrome 70.0.3538.77 Entry ID:299 Referrer:mm bo nto beac�oards d-com�mittees� w�. �n- h.or b�-a�n Form Host:www.123formbuiIder.com/form-583214ZAdvisory-Board-Appointment-AppIication 2 Page 89 of 1324 PEGGY LAGUERRE, MS 328 SW 7th Avenue - Boynton each, FL 33435 - (5 1)414-4486 - peggylaguerre@gmail.com ————--------------—---------------------------------------------------------------------------------------------- —----------- EDUCATION Nova Southeastern University(NSU), Fort Lauderdale, FL Masters of Science in Mental Health Counseling,May 2013 University of Miami(UM), Coral Gables, FL Bachelor of Arts in Psychology, May 2010 Minor in Religious Studies RELATED EXPERIENCE Girls 2 Women, West Pahn Beach, FL 2 d Vice President, June 2017—present • Serve as a mentor in a group mentoring program targeting middle and high-school aged girls located in 2 Palm each County Schools • Maintain photographic record of Girls 2 Women mentoring activities • Assist in planning and execution of mentoring activities both in school and out of school National Urban League Incentive to Excel and Succeed(N.U.L.I.T.E.S), West Palm each, FL Young Professionals N.U.L.I.T.E.S. Liaison Chair, November 2015 - 2017 • Led monthly committee meetings that develop supportive programming for N.U.L.I.T.E.S. • Connected N.U.L.I.T.E.S participants with young professionals through implementation of workshops and activities to promote professional development in adolescents • Collaborated with community entities to promote college readiness and leadership development in over 100 adolescents • Supported monthly N.U.L.I.T.E.S. meetings connecting adolescents to community resources WORK EXPERIENCE Sequel Youth and Family Services, West Palm each, FL Community Liaison, June 2016 -present Provide support to a 70 bed high-risk residential treatment facility for males in need of Mental Health and Substance Abuse Overlay Services under contract with the Florida Department of Juvenile Justice • Coordinate special programs/events within the community • Assists department heads or other employees in aspects of the planning, implementation and evaluation of special projects and programs • Represent facility on various community boards • Conduct and document Advisory Board Committee meetings on a monthly is • Maintains contact with business and community leaders to coordinate special events and programs Page 90 of 1324 Youth Services International, West Palm each, FL Mental Health Overlay Services Therapist, June 2013—June 2016 0 Provided mental health presentations during monthly facility meetings for over 100 facility staff members including administration, medical department, case management, and direct care staff to assist with recognizing and responding to client mental health diagnoses appropriately 0 Conducted mental health and substance abuse group therapy, family therapy and individual therapy sessions to a caseload of 12-15 adolescent males at a high risk residential juvenile correctional facility 0 Coordinated with case management, medical department, educational representatives, administration,juvenile probation officers and direct care staff to assess youth's progress and provide recommendations during transition staffing, exit staffing, and monthly treatment team meetings with youth ----------------------------- ACTIVITIES -----------mm__ _. City of Boynton each Education and Youth Advisory Board, Voting Member Urban League Young Professionals of Pahn each County, President United Way Emerging Leaders Society, Steering Committee Member Urban League Youth Empowerment Luncheon, Committee Member, 2016 Urban League Young Professionals National Day of Service, Chair 2017, 2018 SKILLS Presentations Conversational in Haitian Creole Page 91 of 1324 Ellis, I From: court <noreply@123formbuilder.io> Sent: Monday, September 24, 2018 9:15 AM : City Clerk Subject: Advisory Board Appointment application Today's date 09/24/2018 Name Courtlandt McQuire Gender Male Phone number 954-465-4369 Address 719 SW 27th Place Boynton Beach FL 33435 United States Email court@redbaradv.com Current occupation or, if Creative Director at RedBarAdv.com retired, prior occupation Education BA Visual Communications, University of Kansas Are you a registered voter? Yes Do you reside within the yes Boynton Beach City limits? Do you own/manage a yes business within City limits? If"yes", name of business: RedBarAdv.com Are you currently serving No on a City board? Have you served on a City No board in the past? If"yes",which board(s) and when? , Have you ever been convicted of a crime? No r If"yes",when and where? ' ,.� " Advisory Board Arts Commission r s Personal Qualifications - Large-format painter 041y - Computer Artist -�- - Former Brickell Gallerist - Former President of the Largest Advertising Agency in Palm Beach County - Currently CEO and Creative Director at - Advertising Agency in Boynton Beach i Page 92 of 1324 - Creative Copywriter - Director and Producer of Video Content - Social Media Content Propagator - Skilled Social Media and Google Ad Planner Professional Memberships - Licensed Foster Parent in PBC - British Cars Association of the Palm Beaches Feel free to attach/upload an extra sheet or resume. Certification I, the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 73.0.39.183 (United States)at 2018-09-24 08:15:05 on Chrome 68.0.3440.106 Entry ID:291 Referrer:www.boynton-beach.or /boards-and-committees Form Host:www.123formbuiIder.com/farm-583214/Advisory-Board-Appointment-Application 2 Page 93 of 1324 Ellis, Shaz1a From: sofloguitar <noreply@123formbuilder,io> Sent: Thursday, November 15, 2018 6:02 PM To- City Clerk Subject: Advisory Board Appointment application Today's date 11/15/2018 Name Christopher Montague Gender Male Phone number 561-573-6358 Address 222 W OCEAN AVE BOYNTON BEACH FL 33435 United States Email sofloguitar@gmail.com �y Current occupation or,if Small Business Owner retired, prior occupation Education BA from FAUA Are you a registered voter? Yes vw Do you reside within the Yes x Boynton Beach City limits? m Do you own/manage a No business within City limits? If"yes", name of business: Mr. Are you currently serving yes on a City board? Have you served on a City board in the past? If"yes",which board(s) I am currently serving on the Library Advisory Board and would like to and when? continue. Have you ever been No convicted of a crime? If"yes",when and where? Advisory Board Library Board '° Personal QualificationsrV . Professional Membershipsz Feel free to attach/upload an extra sheet or resume. 1 Page 94 of 1324 Certification I,the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 99.180.35.23(United States)at 2018-11-15 18:02:14 on Chrome 70.0.3538.102 Entry ID:308 Referrer:www.boynton-beach.oLglboards-and-committees Form Host:www.123formbuilder.comlform-583214/Advisory-Board-Appointment-Application 2 Page 95 of 1324 CITY OF BOYNTON BEACH 0 ADVISORY BOARD APPOINTMENT APPLICATI (D, 4 Thank you for your interest in serving on a City advisory board and for taking the time to fill out this form. Please print or type all answers clearly. if interest is expressed in appointment to more than one board, selections must be prioritized. If instructions are not followed or the application is not filled out in its entirety, the form will ber eturned for clarification. , IS M C)Cat �QV Gender® Telephone # Address �� L 3��.5_ ...Zip Code Other E-mail Address: Phan 9 C)I�_cqj q�q e: Current occupation or prior o b0n: _T Ay- AA vv,qh)Y� Education ��Dn Are you a registered voter? Yes -No Do you reside within the Boynton Beach City limits? _L�Yes No Do you own/manage a business within the City limits® Yes If"yes", name of business - lef No Are you currently serving on a City board? Yes Have you served on a City board in the past? -Yes No If so, which board(s) and when? Have you ever been convicted f crime.? If so, when Where,_A�A�� Please indicate which advisory board you are seeking appointment. For board listing, requirements, responsibilities and meeting times and dates, see pages 3 and 4 attached, Arts Commission Historic Resources Preservation and Building Board of Adjustment&Appeals Library Board Community Redevelopment Agency Advisory Board Planning &Development Board Education and Youth Advisory Board Police Officers' Retirement Trust Fund Employees'Pension Board Recreation &Parks Board Firefighters' Pension Trust Fund Senior Advisory Board Golf Course Adviso Com itt 301,iin s ' 4q q A cv, k S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form-REVISED 10-01-18.doc 41 Revised: 10/1/18 Page 996 of 1324 What personal qualifications do you possess (i.e., profession, previous experience, branch of military service or organization) which you feel would make you a good candidate for this board? Please be specific. i r. Please list any professional memberships: t d Feel free to attachan extra sheet or resume. Return the completed form tote City Clerk's Office, 3301 Quantum Iv , Ste. 101. Mailing address: 310, Boynton Beach, FL 33425-0310. It will be placed in the City's Talent Bank, a file to whichCommissioners may turn for candidates when board openings occur. hereby certify that the statements and answers rovi e herein are true and accurate. I understandthat, if appointed, any ff Ise statements may be cause for r oval from board. Signature: 4Z ate: S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form REVISED 10-01-18.doc Revised: 10/1/18 Page 97 of 1324 A 8 E CH Cherrv-Guberman, Catherine From: murphygl <noreply@123formbuilder.io> -7 "D 2: 3 Sent: Friday, November 09, 2018 2:27 PIVI To: City Clerk Subject: Advisory Board Appointment application Attachments: RESUlVlE-2018SDPBC-upd.pdf Today's date 11/09/2018 Name Gregory Murphy Gender Male Phone number 561-436-6670 Address 1400 NW 3rd Street Boynton Beach USA 33435 United States Email murphygl@yahoo.com Current occupation or, if retired,prior Educator occupation Education Master of Science Are you a registered Yes voter? Do you reside within the Boynton Yes Beach City limits? Do you own/manage a business within No City limits? If"yes", name of business: Are you currently serving on a City Yes board? Have you served on a City board in the Yes past? if"yes", is Currently on the Education and Youth Board. I have also served on the PD Board. board(s) and when? Have you ever been convicted of a No 'J crime? C> Page 98 of 1324 If"yes",when and where? Advisory Board Education and Youth Advisory Board Personal Please see attached resume Qualifications Professional Please see attached resume Memberships Feel free to affach/upload an www.123fonnbuilder.com/u3load dld.php?fileid=b983cab668ad383d3979c2c64e8f2583 extra sheet or resume. Certification 1,the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 165.161.15.32(United States)at 2018-11-09 14:27:04 on Chrome 67.0.3396.99 Entry ID:300 Referrer:wwEL w.boynton-beach.or boards-and-committees _ Form Host:www.123formbuilder.com form-583214LAdvisor - pp pp —Board-A ointment-A rication ------- ---------- — 2 Page 99 of 1324 Gregory 1. = , _ , Jr. 561-436-6670 = EDUCATION Nova Southeastern University, Fort Lauderdale, FL Masters ofScience inEducation, Specialization: Ed. Leadership/Program Administration Bethume-CookmanUniversity, Daytona Beach, FL Bachelor ofScience inEducation,Specialization:Social Science Education School District mfPalm Beach County Department of Safe Schools July 2017-Present Resource Teacher—Behavior Health 18/19 Resource Teacher—Multi-Tiered Systems ofSupport Coach '17/18 Responsibilities: • Conduct,coordinate and implement restorative practices, mediations&behavior interventions. w Developed transition plans designed for students returning tnthe comprehensive campus from Educational Alternatives,Department of Juvenile Justice or transitions of school level. Responsibilities:Teacher Support • Provided coaching,support and professional learning strategies to individual teacher to improve classroom instruction and facilitate growth. • Ensure that evidence-based interventions are designed and implemented bythe School-Based Team for students facing academic and behavioral difficulties. • Facilitated School-Based Team meeting and assisted members osthey connected students and families with community agencies for identified areas inneed ofsupport. • Constantly monitor and use school data(behavior,attendance and academic)to provide research- based interventions and toidentify and assess student needs while guiding teachers intailoring instruction tnmeet individual needs. • Develop and facilitate professional development workshops tosupport academic improvement and build literacy instruction. Responsibilities:School Support w Developed academic and behavior intervention plans and oversaw student progress monitoring in the Response to Intervention process. w Assisting with the implementation and fidelity of the School-Based Team and the Positive Behavior Support(PB|6)initiative. " Provided administrative support to school operation and served as administrative designee. Lake Worth Communi 016—June 2017 Teacher—Social Science 9'13 *Teaching responsibilities listed below* m Committees: o Elevating/Celebrating Effective Teaching&Teachers—Superintendent Task Force v Professional Development Committee and Presenter o School Improvement Committee o AVID Site Team Village Academy School August 2010—June 2016 Teacher—Social Science O'1Z * Committees: o SAC Chair—FY16 o School-wide Positive Behavior • AVID Site Team Support Committee n Testing Committee o School Activities Committee o Graduation Committee o EBCCommittee,Elected o Elevating/Celebrating Effective Teaching andTeachers—SuperintandentTaxkFnrme Page I of 4 Page 100Of1324 Gregory L Muryhy, Jr. Teaching Responsibilities: • Courses taught:American History(8"&11t'),World History, Economics,Government,AP Human Geography and AP American History,AVID 2 Elective • Monitor and track student mastery of content standards • Created and implemented differentiated Instruction built to student need. • Desegregated, interpreted and analyzed data for curriculum/remediation needs. • Increased levels of rigor and relevance in curriculum. • Developed,implemented and monitored Instructional action plan. • Infused technology and AVID strategies into standard based curriculum. • Collaborated with ELA/Reading to Infused Reading/ELA strategies into Social Science curriculum. The Juvenile Transition Center,Inca Assistant Director/Program Monitor June 2010—Present Responsibilities: • Conduct Site Reviews and Site Visits. • Monitor site productivity. • Manage grant compliance(21st CCLC;Afterschool Meals&Summer Food Service). • Desegregate,analyze and report findings from program data. • Supervise instructional/non-instructional staff. • Manage the day-to-day operation. • Oversee purchasing and disbursements. • Plan and facilitate professional development. • Evaluate instructional&non-instructional job performance. • Analyzed project based learning lesson plans. • Communication liaison between schools and community. Safety: ❖ PREPaRE One:School Crisis Prevention&Preparedness Training-Comprehensive School Safety Planning ❖ PREPaRE Two:School Crisis Prevention&Preparedness Training-The Roles of School-Based Mental Health Professionals ❖ Youth Mental Health and First Aid—Certified Trainer ❖ Violence Intervention Techniques and Language(VITAL) ❖ First Aid,CPR AED trained Data: ❖ Education Data Warehouse Training ❖ MTSS/Rtl Unify Module Training ❖ Performance Matters/Unify Training Student Support: ❖ Restorative Justice Practices Trainings ❖ Tough Kid& Intervention Strategies Training ❖ Functional Behavior Assessment&Development of Behavior Intervention Plans Training ❖ CHAMPS Classroom Management-Proactive and Positive Strategies for Success Training Leadership: ❖ Marzano-Administrative Observation Certification,Part 1 ❖ White House Initiative on Education Conference 2014/2015/2016 S• UNCF National Educational Leadership Conference—attendee and presenter,2012-2016 ❖ UNCF Educational Leadership Summit ❖ Embry Riddle Aeronautical University Leadership Enhancement Program Conference Curriculum/Instruction/AVID: Paeof Page 101 of 1324 �gregoryl. JWuryhy, Jr. ❖ Advancement Via Individual Determination (AVID)Path to School-wide Implementation Training ❖ Advancement Via Individual Determination(AVID)Summer Institute 2012/2014 ❖ Content Literacy Strategies Designation(CLS)-Current ❖ FLDOE:Common Core Training ❖ Subject Matter Presentation Workshop ❖ Writing Cross-Curricular Strategies Workshop ❖ Reading Cross-Curricular Strategies Workshop ❖ College Board:Advance topics for vertical teams in Social Studies-Developing Reading Habits ❖ College Board:Advance Topic for vertical teams in Social Studies Workshop-Writing Strategies ❖ College Board:Advance Placement Conference: Human Geography ❖ College Board:Advance Placement Conference: United States History ❖ SDPBC: "Do The Write Thing"Coordinators Training ❖ The Gilder Lehrman Institute of American History Workshop PROFESSIONAL { ❖ Alpha Phi Alpha Fraternity, Inc. o South Area Director 12/2016-Current o Deputy Area Director-2013-2016 ❖ Phi Mu Alpha Sinfonia Fraternity of America,Inc. o Collegiate Province Representative-2010-2011 ❖ United Negro College Fund, Inc. o National Alumni Council Vice President for Public Relations-2012-2016 o National Pre-Alumni Council Vice President-2008-2009 ❖ City of Boynton Beach,FL o Education and Youth Advisory Board -12/2016-Current o Dr. Martin Luther King Celebration Committee- Chair,2013-Current o Planning and Development Board-2014 o Heat of Boynton Revitalization Committee-2016 ❖ The Juvenile Transition Center, Inc. o 21st Century Advisory Board Member Chair,2010-2014 ❖ Bethune-Cookman University,Southern Association of Colleges and Schools(SACS),Committee o Quality Enhancement Plan,Steering Committee Member o Institutional Effectiveness Committee o Enrollment Management Subcommittee ❖ Community Learning Center East(Dropout Prevention) o Guest Motivational Speaker COMMUNYrY INVOLVEMENT ❖ St.John Missionary Baptist Church ❖ Brides at Boynton/Pathways to Prosperity ❖ Omicron Upsilon Lambda Foundation ❖ Bethune-Cookman University National Alumni Association- Palm Beach County Chapter REFERENCES June Eassa, Director Dr.JeTawn Shannon,Manager Department of Safe Schools Department of Safe Schools 561-494-1569 561-982-0916 Kelly Mullen, Program Planner Stephanie Mingo-McKoy,President/CEO Department of Safe Schools Juvenile Transition Center, Inc. 561-494-1563 561-306-0252 Page 3 of Page 102 of 1324 c ury hy, Jr. 7regory .L. /A Page 4 of Page 103 of 1324 Ellis la From: Kipsaigi <noreply@123formbuilder.io> Sent: Monday, November 12, 2018 5:14 PM < To: City Clerk I a= Subject: Advisory Board Appointment application Today's date 11/12/2018 C', Name Margaret Newton Gender Female Phone number 561-315-9595 Address 701 NW 4th street Boynton Beach Florida 33435 United States Email Kipsaigi@aol.com Current occupation or, if prior occupation -teacher/administrator retired, prior occupation Education Master's degree in Education Are you a registered voter? Yes Do you reside within the Yes Boynton Beach City limits? Do you own/manage a No business within City limits? If"yes", name of business: Are you currently serving Yes on a City board? Have you served on a City Yes board in the past? If"yes",which board(s) Community Relations Board and when? Have you ever been No convicted of a crime? If"yes",when and where? Advisory Board Senior Advisory Board Personal Qualifications I am very interested in the physical, educational, and cultural welfare of Senior Citizens in Boynton Beach. Professional Memberships Sankofa Studies Group, Inc. Page 104 of 1324 Pyramid Books Sankofa Securities , Inc. Feel free to attach/upload an extra sheet or resume. Certification 1, the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 73.204.170.180(United States)at 2018-11-12 17:14:12 on Chrome 70.0.3538.77 Entry ID:306 Referrer:www.boynton-beach.org/boards-and-committees Form Host:www.123formbuilder.com/form-583214/Advisory-Board-Appointment-Application 2 Page 105 of 1324 CITY OF BOYNTON BEACH ADVISORY BOARD APPOINTMENT APPLICATION (D Thank you for your interest in serving on a City advisory board and for taking the time to fill out this form. Please print or type all answers clearly. If interest is expressed in appointment to more than one board, selections must be prioritized. If instructions are not followed ort application is not filled out in its entirety, the for will be returne r clarification. Namecv= Gender: Telephone Zip Code Other E-mail Address: Phone: Current occupation or prior occupation: TM C-) Education AlWc,1 �Sclace C.J 'J1 AIA r7lilll Are you a registered voter? j,-- Yes --No Do you reside within the Boynton Beach City limits? �Yes No Do you own/manage a business within the City limits: iL_Yes ,,—No If"yes", name of business & _hLL2—4- Are you currently serving on a City board? L-- Yes No Have you served on a City board in the past? Yes No If so, whi rch board(s) and;1!)en? Iv'y C 0 ,i- 0ev-eJo Have you ever been convicted of a crime? If so, when nc, Where Please indicate is advisory board you are seeking appointment. For board listing, requirements, responsibilities and meeting times and dates, see pages 3 and 4 attached. Commission Historic Resources Preservation Board Building Board of Adjustment&Appeals Library Board Community Redevelopment Agency Advisory Board Planning &Development Board Education and Youth Advisory Board Police Officers'Retirement Trust Fund Employees'Pension Board Recreation &Parks Board Firefighters' Pension Trust Fund Senior Advisory Board Golf Course Ad visory Committee S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form-REVISED 10-01-18.doc Revised: 10/1/18 e 1324 What personal qualifications do you possess (i.e., profession, previous experience, branch of military service or organization) which you feel would make you a good candidate for this board? Please be specific. Al V e� Please list any professional e e i s® � �` - €� Feel free to attach an extra sheet or resume. Return the completed form to the City Clerk's Office, 3301 Quantum Blvd, Ste. 101. Mailing address: P. O. Box 310, Boynton Beach, FL 33425-0310. It will be placed in the City's Talent Bank, a file to which Commissioners may turn for candidates when board openings occur. I hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statemer ts maybe-cause for removal from a board. �.� Signature: a� �_ ate: " t 6-0 T S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form-REVISED 10-01-18.doc Revised: 10/1/18 Page 107 of 1324 CITY OF BOYNTON BEACH i L"11i BEACH ADVISORY BOARD APPOINTMENT A OLICATIONE . i Thank you for your interest in servingn a Cityvis r for taking the time to fill out this form. printPlease interest is expressedin appointment to moren one selections u rioriiz . If instructions e not followedor the applicationis not filled out in its entirety, the form will be returned r clarification. e � .. `°" ,, —Gender: Telephone _1- ' res Zip Code— Other o eOther E-mail Address: .� � 1':11L klf.)M Phone: Current ccu tion or prior occupation: 4A 0 Education 3-lj - ,A4vtin Are you a registered voter? Yes No Do you reside ithin the Boynton Beach Citylimits? Yes No Ido you own/manage a business within the City limits: Yes No If"yes", name of businessw Are you currently serving on a City board? , Yes No Have you served on a City board in the past? i Yes No If so, which board(s) and hen? p Have you ever been convictedof rim 7 ,w If o, hen Where Pleaseindicate is visory board you are seeking appointment. For board listing, requirements, of iliies and meetingi and dates, see pages 3 and 4 attached. Arts Commission _ Historic Resources Preservation oar BuildingBoard of Adjustment&Appeals Library Board Community develo ent Agency AdvisoryBoard Planning &DevelopmentBoard Education and Youth Advisory BoardliceOfficers' Retirement Trust Fund Employees' Pension Board —7--Recreation &Parks Board Firefighters' Pension Trust Fund Senior Advisory Board Golf Course Adviso Co i e 16C OW S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form-REVISED 10-01-18. r Revised: 10/1/18 ` Page 108 of 1324 What personal qualifications do you possess (i.e., profession, previous experience, branch of military service or organization) which you feel would make you a good candidate for this board? Please be specific. CY" M '22 aa V) ovm It P/A a -LiK-) CL Iff.1 -(2 _U tq OL L ea-v 5 'r- .......... Please list any professional member-ships: Feel free to attach an extra sheet or resume. Return the completed form to the City Clerk's Office, 3301 Quantum Blvd, Ste. 101. Mailing address: P. O. Box 310, Boynton Beach, FL 33425-0310. It will be placed in the City's Talent Bank, a file tv which Commissioners may turn for candidates when board openings occur. I hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. SignatureAk Date:—A-3—U— S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form-REVISED 10-01-18.doc Revised: 10/1/18 Page 109 of 1324 CITY OF BOYNTON BEACH ADVISORY BOARD APPOINTMENT APPLICATION (D Thank you fryour interest in serving on a City advisory board and for taking the time to fill out this form. Please print or type all answers clearly. If interest is expressed in appointment to more than one board, selections must be prioritized. If instructions are not followed or the application is not filled out in its entirety, the for will be returned for clarification® Name P, �Q SEC,P—A�J S -Gender: 1A Telephone Address---10,? W q+k AV6 L,> 33(42_6 ljvr�a3 REAC4-1 7ip Code Other E-mail Address: U-�s 0 VT1_( Mer Phone: _Afs�k_ — ---------------------------------- Current occupation or prior occupation: Education Are you a registered voter? _, Yes —,,.----No Do you reside within the Boynton Beach City limits? —_>�;_Yes No Do you own/manage a business within the City limits: —Yes No If"yes", name of business Are you currently serving on a City board? Yes No Have you served on a City board in the past? Yes ---No If so, which board(s) and when? J�si, g 10 0 ao)?J= — ao I PLANAZIN& f Have you ever been convicted of a crime? If so, when Where Please indicate which advisory board you are seeking appointment. For board listing, requirements, responsibilities and meeting times and dates, see pages 3 and 4 attached. Arts Commission Historic Resources Preservation Board Building Board of Adjustment&Appeals Library Board Community Redevelopment Agency Advisory Board Planning & Development Board Education and Youth Advisory Board Police Officers' Retirement Trust Fund Employees' Pension Board Recreation &Parks Board Firefighters' Pension Trust Fund Senior Advisory Board Golf Course Advisory Committee L(,) "S fild ,3 Al UNN 3 0,1 J H J V I J f V - 4 1) 4 V S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form-REVISED 10-01-18.doc 41 9 Revised: 10/1/18 de 110 of 1324 What personal qualifications do you possess (i.e., profession, previous experience, branch of military service or organization) which you feel would make you a good candidate for this board? Please be specific. V1 MZE��CT/C 11U�l�AJ C I Tzj 3111E PLA 1E -P M16 1 NIVIAIG AAlb 110L0 —OAP-D FoR Z�,YL= 0,pK-rWUE Rb EE Please list any professional memberships: -AA46?-1CAAf ��QQ A V1 t, &AJ&INC-59S C-1 E&7— * 1,64D!5D,-<GH1P -P-AL& �REAc-i4 Olotw-)-V Feel free to attach an extra sheet or resume. Return the completed form to the City Clerk's Office, 3301 Quantum Blvd, Ste. 101. Mailing address: P. 0. Box 310, Boynton Beach, FL 33425-0310. It will be placed in the City's Talent Bank, a file to which Commissioners may turn for candidates when board openings occur. I hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statemen%-may be"cause for removal from a board. Signature: Date: 7 S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form-REVISED 10-01-18.doc Revised: 10/1/18 Page 111 of 1324 Ellis, Shayla From: Isiege12010 <noreply@123formbuilder.io> Sent: Wednesday, September 12, 2018 12:35 PM To: City Clerk Subject: Advisory Board Appointment application Today's to 09/12/2018 Name Lawrence Siegel Gender Male Phone number 561-254-4237 Address 1010 NW 8th St Boynton each FL 33426 United States Email Isiegel2OlO@grnail.com Current occupation or, if Educator/Consultant retired,prior occupation Education MA(PhD abd) Are you a registered voter? Yes Do you reside within the Yes Boynton Beach City limits 9 Do you o a No business within City limits9 If"yes",name of business: Z nom,, Are you currently serving No on a City board? (0 Have you served on a City Yes board in the past? If"yes", ?which board(s) Education&Youth Advisory Board- 1998 and when Have you ever been No convicted of a crime? If"yes",when and where? Advisory Board Senior Advisory Board Personal Qualifications As an educator and training consultant for the past 30 years, I have developed a particular focus on issues related to seniors. In particular, I have spoken all over the country and consulted with numerous care facilities about issues regarding relationships and intimacy on seniors,particularly in the context of dementia. I'm also the co-chair of the Ethics Advisory Committee for an Page 112 of 1324 international professional association so I am very adept at managing difficult and sensitive issues. Professional a es i s * American Association of Sexuality Educators, Counselors &Therapists * Aging Life Care Association * Academic Advisory Board—McGraw Hill Higher Education * Independent Review and Advisory Board, Love&Health.com * International Expert Advisory Panel, SexualHealth.com Feel free to attach/upload an extra sheet or resume. Certification I, the applicant,hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 73.138.214.145(United States)at 2018-09-12 11:34:42 on Safari 11.1.2 Entry ID:289 Referrer:www.boynton-beach.ors/boards-and-committees Form Host:www 123formbuilder com/form-583214/Advisory-Board-Appointment-Application 2 Page 113 of 1324 Ellis, Shazia From: saddams <noreply@123formbuilder.io> Sent: Friday, September 14, 2018 9:48 AM To- City Clerk Subject: Advisory or Appointment application Attachments: Saddam-S-Resume.docx Today's date 09/14/2018 Name Saddam Silverio Gender Male Phone number 954-557-3054 Address 200 Ocean Parkway Boynton each Florida 33435 United States Email saddams@live.com Current occupation or,if retired,prior Field Sales Manager occupation Education AA- Business Administration Are you a registered Yes voter? Do you reside within the Boynton Yes Beach City limits? Do you own/manage a business within No city fimits? if yes",name of business: Are you currently serving on a City No board? Have you served on a City board in the No past? If"yes", is oar (s) and when? Have you ever been convicted of a No crime? If"yes",when and where? Page 114 of 1324 Advisory Board Arts Commission Personal Managing experience, able to travel around the city, disciplined and motivated. Qualifications Professional Memberships Feel free to attach/upload an www.123fbrmbuilder.coMLuTload did.,Dh-D?fileid=b6283653e4f'lOd9c698cbcedb7bl2d77 extra sheet or resume. Certification 1, the applicant,hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 73.138.154.12(United States)at 2018-09-14 08:48:04 on Chrome 68.0.3440.91 Entry ID:290 Referrer:www.boynton-beach.org/boards-and-committee8 Form Host:www 123foruilder co /form-583214/Advisory-Board-Appointment-Application 2 Page 115 of 1324 SADDAM SILVERO saddams@live.com 200 can Parkway, Boynton each, FIL 33435 954-557-3054 Motivated and awarded Field Sales Manager, with over 5 years of combined business managing experience. Seeking carrier growth as a City Commissioner 2014 AA-Business Administration !'}3tx ER;eacsh, Field Sales gWanager Feb 2017—Present Increasing sales at a market level, category share, and brand awareness. Building and maintaining relationships at store level and up. Providing routine feedback on current retail market conditions. Routine trainings to ensure understanding of retail sales associates on product and brand awareness rrn Operations fulanager Jun 2014— Feb 2017 Increasing sales at a district level, with a focus on the operational side. Ensuring all stores follow compliance set from the corporate office and assisting the in meeting such standards by managing and distributing funds accordingly. Assisting district managers during the training and hiring process. K Strong communication, presentation, analytical, and leadership skills Proficiency using Microsoft Office Spanish bilingual Page 116 of 1324 CITY OF BOYNTON BEACH ADVISORY BOARD APPOINTMENT APPLICATION (D Thank you r your interest in serving on a City advisoryboard and for taking the time to fill out this form. please1 answers clearly. If interest is expressed in appointment to more than one selections must be prioritized. If instructions are not followed or the application is not filled out in its entirety, the form will be returned for clarification. Name c ° ° I R) Gender; Telephone # Addrims Zip Code,55 Other ' Phone: Current cupaion or prior occupation: Education_ a Are you a regisbered voter? Yes No resideDo you within the Boynton Beach City limits? —irr—:Yes o Do you own/manage.a business within the City limits; -_.Yes o If"'yam; name of business yAre ou currently serving on a City Lard? _Yes No Pzie d served on a City boardin thepast? 1°es ____Y_____ o 1f so, .which r (s)and hen? r ®[ Ap ` y ?_ Have you ever been convicted a ? if so, here whichPilem indicate advisory board you are seeWngappointment, For board listing, requirements, msponsiblifties and meeft times and dates,see pages 3 andattached. Arts Commission r sources _ a n Board .., .,� Building and of Adjustment is Ubrary Board Community Redevelopment Agency Advisory Board Planning & Development Board 1 Education and Youth Advisory Board PoliceOfficers' Retirement Trust Fu i Employees'Pension Board Recreation &Parks Board Fi ers`Pension Trust Fund Senior Advisory Board Golf Course Advisory Committee YNIy K ell S:I bS Itcabons\ st r Form-Talent Bank Form -REVISED 10- 1-10. Rcmsed: 10/1/16 Page 117 of 1324 What personal qualifications do you possess (i.e., profession, previous experience, branch of miritary serice or cirganization)which you feel would make you a good candidate for this board? Please be specific.T w'j jz3A—I'j—e A A3t! Nease list any professional memberships: 0�r— Feet ftee to attach an extra sheet or resume. Return the completed form tote City Clerk's Office, 3301 QuaMum Blvd, Ste. 101. Mailing address: P. 0. Box 310, Boynton Beach, FL 33425-0310. It will be placed in the ClWs Talent Bank, a file to which Commissioners may turn for candidates when board openings Occur. I hereW certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statemenu may be cause for removal from a board. Signature: Date:--LL S'=WPOOARDS\APPHcat'OnS\MaSW FOrm Talent Bank Form-REVISED 10-01.18.doc Rwted- 10/1/18 Page 118 of 1324 CITY OF BOYNTON BEACH ADVISORY BOARD APPOINTMENT APPLICATION C7 Thank you for your interest in serving on a City advisory board and for taking the time to fill OW thwform. Please print or type all answers clearly. If interest is expressed in appointment to molt t*,one board, selections must be prioritized. If instructions are not followed or the application is not filled outgh,, its entirety, the for will be returned for clarification. Name Gender:- M Telephone # 1,3 7 - 116o Address a b A 3-1 110�Ev Zip Code 3343,41 Other E-mail Address: —Phone: Current occupation or prior occupation: Ed ucation /o C4 0 10 )fZ,_,0 U A>710 Zi 44 d4y:,-es /0 Are you a registered voter? Yes Do you reside within the Boynton Beach City limits? _7Yes ................ No Do you own/manage a business within the City limits: Yes 7' No If"yes", name of business Are you currently serving on a City board? Yes No Have you served on a City board in the past? v7�—yes No If so, which boar (s) and when? Have you ever been convicted of a crime? If so, when he Please indicate which advisory board you are seeking appointment. For board listing, requirements, responsibilities and meeting times and dates, see pages 3 and 4 attached. Arts Commission Historic Resources Preservation Board Building Board of Adjustment&Appeals Library Board Community Redevelopment Agency Advisory Board ..... Planning & Development Board Education and Youth Advisory Board Police Officers' Retirement Trust Fund Employees'Pension Board Recreation &Parks Board Firefighters' Pension Trust Fund Senior Advisory Board Golf Course Advimry Committee S:\CC\WP\BOARDS\Applications\Master Form -Talent Bank Form - REVISED 10-01-18.doc Revised: 10/1/18 1 112 C, Page 119 of 1324 What personal qualifications do you possess (i.e., profession, previous experience, branch of military service or organization) which you feel would make you a good candidate for this board? Please be specific. Please list any professional memberships: 14AdA1JA1"— Feel free to attach an extra sheet or resume. Return the completed form to the City Clerk's Office, 3301 Quantum Blvd, Ste. 101. Mailing address: P. O. Box 310, Boynton Beach, FL 33425-0310. It will be placed in the City's Talent Bank, a file to which Commissioners may turn for candidates when board openings occur. I hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. signature: ! A,,f Date: too S:\CC\WP\BOARDS\Applications\Master Form-Talent Bank Form-REVISED 10-01-18.doc Revised: 10/1/18 Page 120 of 1324 Ellis la From: jvanleuven <noreply@123formbuilder.io> Sent: Tuesday, September 25, 2018 2:26 PM To: City Clerk Subject: Advisory Board Appointment application Attachments: Joshua-Van-Leuven.docx Today's date 09/25/2018 Name Joshua Van Leuven Gender Male Phone number 561-633-3095 Address 350 N Federal HWY 4713 Boynton Beach Florida 33435 United States Email jvanleuven@gmail.com Current occupation or, if retired, prior Sales Admin occupation Education Some College Are you a registered Yes voter? Do you reside within the Boynton Yes Beach City limits? Do you own/manage a business within No City limits? If yes", name of business: Are you currently serving on a City No •n , ;. board? Have you served on a City board in the No past? If yes",which board(s) and when? Have you ever been convicted of a No crime? If "ves",when and where? Page 121 of 1324 Advisory Board Recreation& Parks Board Personal I have an e-commerce background, with a focus on digital marketing. 10 years of people Qualifications management, task/workflow management. Looking to do some good in the world and I am eager to help, Professional Memberships Feel free to attach/upload an wwwd2-3formbuilder.com/upload dld.php?fileid=3c06e3db8ldc0937bc32e;bea49deb4e extra sheet or resume. Certification 1, the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 170.250.59,183 (United States)at 2018-09-25 13:26:16 on Chrome 69.0.3497.100 Entry ID:292 Referrer:www.bovntori-beach.or /boards-and-committees Form Host:www.123formbuilder.com/form-583214/`Advisory-Board-Appointment-Aor)lication 2 Page 122 of 1324 Joshua Van Leuven Boynton Beach Florida, 33435 561.633.3095 jvanleuven@gmail.com io+years of experience managing a diverse range of projects, from large scale initiatives to day- to-day operational requests. Well-versed in project management and managing resources to complete assignments. Comfortable multitasking while self-prioritizing responsibilities in a fast paced, evolving environment. Proven ability to work with a small group or as part of a large cross-functional team to execute key initiatives. Experienced interacting with developers and creatives to drive positive user experience. Independently developed robust reporting to visualize data, and drive decisions/decisions makers. Office Depot Project Execution ec it 04/20:17- Present Created a project management system to track the launch of large customer opportunities ($75k or more). Produced processes to streamline and break down silos. Created reports and data visualizations to present to Executives and drive decisions. • Designed and launched high-level reports for management and executives • Designed the process to monitor and track project rollouts and speed up revenue • Analyzed current vendor rebates for holes and gaps, directly generating over $5ook in annual savings Badcock e Furniture &More Head c rc Digital a ei o6/2ol6 - 03/2017 Led the creation of an ecommerce platform with a small team of developers and graphic artist. Directly managed the creation and implementation of a digital marketing strategy. • Created and managed the digital marketing strategy(PPC, SEO On-page and off-page, Social Media, etc.) driving a 400%increase to inbound organic traffic • Coordinated a complete site overhaul and redesign (Product copy,taxonomy, findability, etc) increasing time on page and user engagement • Oversaw the development of an ecommerce shopping cart to integrate with proprietary back-end software Joshua Van Leuven Page 1 Page 123 of 1324 Office Depot Business Analyst 07/2015 - o6/2i6 Managed the product recommendation engine on the retail and BSD sites, curating product recommendations to increase engagement and sales. Used a mixture of proprietary software and custom SQL queries to drive sales. • Used SQL to create strategies that drove sales, generating $18ok in daily sales • Managed the process for product recommendations on Ecommerce and BSD sites • Enhanced customer experience,working with a cross-functional team in an Agile environment Professional Piercing Inc Ecommerce&DigitalMarketing Manager 10/2008 - 04/2015 Wore many hats in a startup company. Had the ability to learn on the fly and try innovative initiatives. Started as a customer service rep and worked my way up, directly reporting to the CEO. • Created processes and workflows to increase productivity • Led a team of 25+ associates, across multiple departments • Owned the social media marketing, growing a facebook page to 40ok fans • Microsoft Office, Google Suite,Adobe Creative Suite: Outlook,Access, Excel, Word, Google Analytics, Google Drive, Sheets, Docs,Windows, Photoshop, Dreamweaver, etc. • Third-Party E-Commerce Sales Channels:Amazon (US, DE, UK, CA), eBay, Sears.com, Buy.com/Rakuten, Newegg, ChannelAdvisor, Upshot, Market Advisor, Frootion, Shopify, Wordpress, WooCommerce • Design &Programming: HTML/CSS, Python,VB Scripting • SQL: MySQL, SQLite, Hive, ParaSQL, Relational Databases • Advanced Excel functions: pivot tables,vlookups, index/match, macros,vba etc. • Social Media Marketing: YouTube,Twitter, Facebook, LinkedIn, Instagram, Google Plus, Pinterest, Tumblr, Reddit, Hootsuite,TweetDeck,IFTTT, MailChimp, Klout, StreamSend Joshua Van Leuven Page 2 Page 124 of 1324 Ellis, Shayla From: kimmerie <noreply@123formbuilder.io> Sent: Tuesday, October 30, 2018 11:28 AM To: City Clerk Subject: Advisory Board Appointment application Today's date 10/30/2018 Name Kim Weiss Gender Female Phone number 954-263-6827 Address 350 N. Federal Hwy#412 Boynton each FL 33435 .', United States Email kimmerie@mac.com Current occupation or, if PR Director, HCI Books (Publisher) "Q, retired, prior occupation z"D rn> C-1 Education Bachelor's Degree Are you a registered voter? Yes Do you reside within the Yes Boynton Beach City limits? Do you own/manage a No business within City limits9 if"yes", name of business: Are you currently serving yes on a City board? Have you served on a City Yes board in the past? if yes", is oar (s) and when? I currently serve on the Arts Commission Board, Have you ever been No convicted of a crime? if"yes",when and where? Advisory Board Arts Commission Personal Qualifications I have enjoyed serving as Chair of the Arts Commission for the past two years. I am especially enthusiastic about continuing to serve as the Kinetic &the new To Center are upon us. It is my honor to continue to be a part of the blossoming of our beautiful city. My artistic background is as a photographer who has been photographing the vista from my terrace for more than 10 years Page 125 of 1324 and I have a book published documenting these views. Sunrise Sunset: 52 Weeks of Awe & Gratitude. Art is/was a primary value in my family household and one in which I hope I can make a contribution in BB. Thank you for considering my application& I look forward to continue being part of this fine team. Professional Memberships I belong to the Ocean Ridge Book Club, and work sometimes with the Literacy Coalition of Palm Beaches. NOTE: I trust you have my resume on file. If you'd like an additional copy, please let me know. Thank you, Kim Feel free to attach/upload an extra sheet or resume. Certification 1, the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 205.185.190.130(United States)at 2018-10-3010:27:55 on Firefox 63.0 Entry ID:295 Form Host:www.123formbuilder.com/form-583214/Advisory-Board-Appointment-Application 2 Page 126 of 1324 Ellis I From: Lorisigns <noreply@123formbuilder.io> Sent: Monday, November 12, 2018 7:24 AM : City Clerk Subject: Advisory Board Appointment application Today's date 11/12/2018 Name Loretta(Lori) Wilkinson Gender Female Phone number 561-376-6208 Address 2458 SW 23rd Cranbrook Dr Boynton Beach Florida 33436 United States Email Lorisigns@gmail.com Current occupation or, if retired, prior occupation Financial coach Education MA " Com) Are you a registered voter? Yes r. o r � Do you reside within the Yes _z, Boynton Beach City limits? Do you own/manage a No business within City limits? If"yes", name of business: Are you currently serving Yes on a City board? Have you served on a City Yes board in the past? If"yes",which board(s) EYAB and when? Have you ever been No convicted of a crime? If"yes",when and where? Advisory Board Education and Youth Advisory Board Personal Qualifications Lots of experience! Professional Memberships Feel free to attach/upload an extra sheet or resume. 6 .image 127 of 1324 Certification 1, the applicant, hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. The message has been sent from 107.77,216.138(United States)at 2018-11-12 07:23:32 on Chrome 59.0.3071.125 Entry ID:303 Referrer: boynton-beach.org/boards-and-committees Form Host:www.123formbuilder.com/form-583214/Advisory-Board-Appointment-Application 2 Page 128 of 1324 YaDCITY OF BOYNTON BEACH ADVISORY BOARD APPOINTMENT APPLICATION Thank you for your interest in serving on a City advisory and and for taking the time to fill out this form, Please print or type all answers clearly. If interest is expressed in appointment to more than one board, selections must be prioritized, if instructions are not followed or the application is not filled out in its entirety, the form will be returned for clarification. Name,AI eKLWrLc( ,,,j I iL t Gender: relephone # Address- Zip Code her E-mail Address: Phone: C4rrqnt occupation or prior occupation, /V'q 1, c ti Education e Are you a registered voter? Yes --No Do you reside within the Boynton Beach City limits? jff:j-Yes -No Do you own/manage a business within the City limits: ---Yes No If"yes", name of business Are you currently serving on a City board? Yes No Have you served on a City board in the past? :=Yes -No If so, which bod-rd(s and W, en? Have you ever been convicted of a crime? If so, when Where Please indicate which advisory and you are seeking appointment, For and listing, requirement,,, responsibilities and meeting times and dates, see pages 3 and 4 attached. Arts Commission Historic Resources Preservation Board Building and of Adjustment&Appeals Library Board Community Redevelopment Agency Advisory Board Planning &Development and Education and Youth Advisory Board Police Officers'Retirement Trust Fund Employees'Pension and Recreation&Parks and Firefighters'Pension Trust Fund Senior Advisory Board Golf Course Advisc L�/ n�- a Corn �fcvi__Ot�eaic S:\CC\WP\BOARDS\Applicatioris\Master Form ,Talent Bank Form-REVISED 10-01-1S.doc Revised: 10/1/18 Page 129 of 1324 What personal qualifications do you possess (i.e., profession, previous experience, branch of military service or ctrclani78tinn) which vou-feel would make you a good candidate for this board? Please be SDecific, 4k� T-' am c(k V�'V-f k0i-T�it knaiiafLk�46v, a (o0stK0zt1?.o1 ct v )e w Id lv� CoAlAILkC�j6ILij P"t t4 CY Please list any professional memberships: As J'6Ljed Feel free to attach an extra sheet or resume. Return the completed form to the City Clerk's Office, 3301 Quantum Blvd, Ste, 101. Maifing address: P. 0. Box 310, Boynton each, Fla. 33425-03M It will be placed in the City's Talent Bank, a file to which Commissioners may turn for candidates when board openings occur. I hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, any false statements may be cause for removal from a board. Signature: Date, Jovembetlt M18 S:\CC\WP\BOARDS\Applications\Master Form -Talent Bank Form REVISED 10-01-18.doc Revised: 1011/18 Page 130 of 1324 CITY OF BOYNTON BEACHO, 'EACH r a OFFICE orifi ,n A3! Thank you for your interest in servingn a Cityvis r taking the time to fill out this form. Please print e If interest is se in appointment to mor on selections us i riiz instructions arent followed or the application is not filledu in its entirety, the for ! be returned clarification. 374 Name k&hA- —Zc� I ( Gender: Telephone # Address . Zip C Other E-mail Address: one: Current ccu tin or prior occupation: L c tion�bFA Let Are you a registered voter? Yes No Do you reside within the Boyntonc City limits? Yes No Do you own/manage usin ss within the Citylimits: Y o If"yes", name of business Are you currently serving on a City board? Yes No Have you served on a City board in thepast? Yes -N o If so, which board (s) and when? Y ( Have you ever been convicted of a crime? If o, when ere _t�/� Please indicate which advisory ar you are seeking appointment. r board listing, requirements, responsibilities and meeting times and dates, see pages 3 andattached. Arts Commission Historic Resources Preservation Board Building Board of Adjustment&Appeals Library Board Community e evelo ant Agency AdvisoryBoard Planning & Developmentoar Education and Youth Advisory Board Police Officers' Retirement Trust Fund Employees' Pension Board Recreation &Parks Board Firefighters' Pension Trust Fun Senior Advisory Board Golf Course Advisory Committee S:\CC\WP\BOARDS\Applications\Master Form Talent Bank Form REVISED 1 -01-18.doc Revised: 10/1/13 " Page 131 of 1324 What personal qualifications do you possess (i.e., profession, previous experience, branch of military service or organization) which you feel would make you a good candidate for this board? Please be specific. C + 14— jg4 Please list any professional memberships: Feel free to attach an extra sheet or resume. Return the completed form to the City Clerk's Office, 3301 Quantum Blvd, Ste. 101. Mailing address: P. O. Box 310, Boynton Beach, FL 33425-0310. It will be placed in the City's Talent Bank, a file to which Commissioners may turn for candidates when board openings occur. I hereby certify that the statements and answers provided herein are true and accurate. I understand that, if appointed, a y false state me is may be cause for removal from a board. Signature: Date: S:\CC\WP\BOARDS\Applications\Master Form-,Talent Bank Form- REVISED 10-01-18.doc Revised: 10/1/18 Page 132 of 1324 5.B. ADMINISTRATIVE 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Update on tracking of advisory board member's attendance and procedures. EXPLANATION OF REQUEST: The Commission established an attendance policy that requires a letter to be sent after three absences and removal from the board after the fourth absence. A member removed from the board for absences cannot serve on another board for three years. There are no provisions established dealing with tardiness and no record of the issue being raised was found. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? The advisory board members are volunteers and no excuses are accepted for absences. Every effort is made to contact board members to encourage their continued support of the board rather than non-attendance. FISCAL IMPACT: Non-budgeted None ALTERNATIVES: Change the policy on absences and establish a criteria and consequences for tardiness. STRATEGIC PLAN: Building Wealth in the Community STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? Grant Amount: Page 133 of 1324 ATTACHMENTS: Type Description D Other Attendance sheets D Other Ms. Oyer's notes D Other List of Correspondence D Minutes June 20 2017 minutes D Other Survey Page 134 of 1324 OCD 0 0 0 0 0 0 0 0 0O 0 O ® O O O v n o 0 ® m C> a CL N O N LO LU N O1 CL a LU T4 Tq fl- CL Ca 0 ® a CL < a a Q. 00 0. CL a a a < < CL 0. 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CL CL CL CL is CL CL rL y c s > M as tis e vi cc 2 0? th41 m Pil - ® 2d 2 0 N c ul Ln .-i +4 M M cv r. i° M Gg ev ® cD 1= a r � CN 00 C\l cu r u' < CL ¢ aC < CL CL Q 00 04 < a. CL a a co O O O 0 0 O CL C O 0 0 0 O Q CD CL CL LUE c� c� < a CL CLI < <[ n dCL a Ca. CL a n. CL N cd ❑. < r a n CL cc LD co ZJ 1 C 0 U (� crl f c 0 i LU fly _ E U / C) o « o « r w o 0 0 0 o c 2 « _ > « c _ r c o _ o 0 0 'IT N q 0 LO 00 cc cc cl ¢ 2 n � 2 I & & < E E a Go / E E E 0- < < < $ E E < CL < < E w & E < < < & / co f = m \ n £ n GLU .Ln M £ E ° 7 7 \ [k0 E ZIM \ / ° \ -- ƒ / — 7 J .......... VV& 18 A /INS' t /V d-5 q 19P18 4 IS v 7,10 17 1217 & 17 PAi `7 *Igo I F -r 1 d T L5-�M8' P i�/,4eDILF 0 '71R'OIX 11-0 8L ?Ilk 12 F ------------ eq-'\I Y--7- 40 A- t S" A- rL �-O geC,(. Page 146 of 1324 ANY- A 5)2-01 -TV10- - 4W ........................................... ............. V e-5 Page 147 of 1324 COMMISSION UPDATE ON ATTENDANCE 2018 Warning Letters 1. Education and Youth Advisory Rodriquez 2. Recreation & Parks Schapiro 3. Recreation & Parks Roe 4. Planning Palermo 5. CRAAB Allen Hendricks 6. CRAAB Rick Maharajah 7. Arts Commission Huff 8. Library or Warren 9. Recreation & Parks Browne-Banic 10.Recreation & Parks Byrd 11.Senior Advisory Richardson 12.Senior Advisory Young 13.CRAAB Thomas Murphy 14.Arts Commission Huff 15.Education and Youth Advisory Thomas 2018 Thank You Letters-Resigned/did not reapply 1. Recreation & Parks Caudell 2. Historic Finkle 3. Senior Advisory Harris 4. Historic Oyer 5. Historic Salomonsson 6. Planning Sholl 7. Planning Skarecki 8. Education & Youth Spells Anderson 9. Education & Youth Thomas 10.Planning Wheeler 2018 Removed Because of absences 1. Education and Youth Rodriquez 2. Recreation & Parks Bryd 3. Library Warren Page 148 of 1324 Meeting Minutes City Commission Boynton Beach, FI June 20, 2017 and competent woman and told the women that they could be anything. She wanted to thank her for coming. Vote Unanimously passed B. Approve changing the date of the first meeting in September from Tuesday, September 5, 2017 at 6:30 pm to Thursday, September 7, 2017 at 6:30 pm to have First Public Budget Hearing on Proposed FY 17/18 Budget in accordance with the Truth in Millage (TRIM) calendar. Motion Commissioner Romelus moved to approve. Commissioner McCray seconded the motion. Vote Unanimously passed C. Discuss and decide the signing authority for the periods of time that both the Mayor and Vice Mayor are not available. Motion to allow Commissioner Romelus to sign any documents in the absence of the Mayor and Vice Mayor, Motion Commissioner McCray moved to approve. Seconded by Vice Mayor Katz. Vote Unanimously passed D. Discussion on removal of advisory board member for absences and procedure to fill any vacancy. Commissioner McCray said this was something that was already in place. If a member missed a certain amount of meetings the person was taking off of the board. Then the member position was replaced. Ms. Pyle said that was the attendance policy. However the resolution that was attached to the agenda states that when the CRAAB (Community Redevelopment Agency 28 Page 149 of 1324 Meeting Minutes City Commission Boynton Beach, F1 June 20, 2017 Advisory Board) was created, the only way a member could be removed would be by vote of the Commission. Commissioner McCray stated that the Commission needs to establish a policy that if a member misses 3 meetings the Commission can vote them off of the board. Mayor Grant said that he was reading the County resolution; it said if they miss 3 consecutive meeting or more than 50% of yearly meetings. He asked if that was okay with the board. He explained that the member would be automatically taken off of the board. Mayor Grant asked if it could be done universally for all boards. Attorney Cherof, said yes, there would be one rule for all. Vice Mayor Katz noted that the Commission was reducing all other boards from 4 to 3 absences. Mayor Grant suggested consecutive absences or more than 50% of yearly meetings. He would suggest that this would be done in a calendar year beginning in January. Commissioner McCray said that there was already a policy in place. Requested that Ms. Pyle provide an update to the Commission. Ms. Pyle said that the policy does not indicate 3 consecutive days missed. The policy states 3 meeting that are missed, and then the 4th meeting they are taken off the board. Mayor Grant said the 4th meeting they are removed. Commissioner Romelus pointed out the members are to be removed by the Commissions discretion. This was why this was before the Commission. Ms. Pyle reiterated this was coming before the Commission because this was different from the other boards. The resolution for the CRAAB states that members can only be removed by the Commission. Vice Mayor Katz said he had no problem with modifying this policy. Mayor Grant said that whatever the Commission votes on tonight, that was what the new policy will be. Whether it was consecutive or the 50% that is fine. Then the City will need a motion to remove Ms. Paula Meilley, from the CRAAB. Vice Mayor Katz said that if we reduce it to 3, just to take note that the policy says 4 absences. 29 Page 150 of 1324 Meeting its City Commission Boynton Beach, F1 June 20, 2017 Commissioner Romelus said that the policy said 3 absences than if they miss a 4th then they are off. Ms. Pyle said there are 3 absences then they are sent a letter, and then if they miss a 4th, the member will be terminated from the board. Commissioner Romelus asked if there was communication with this board member. Ms. Pyle stated the member was sent a letter. Mayor Grant opened to public comment David Katz, 67 Midwood Lane, noticed that one applicant did not live in the City. He spoke with the City Clerk, and she stated if an applicant has a business in the City, then they are able to sit on a board. He did not feel the person should be on the quasi-judicial board. Commissioner Romelus said that this decision has nothing to do with the resident comment. She said that here are rules and regulations that should be respected. Mayor Grant said the Commission will continue the policy except that it will apply to all board including the CRAAB. They will be sent a letter after the 3rd absence. Ms. Pyle stated that she does try to make contact. If a member was removed from the board, the member cannot serve on another board for 3 years. Commissioner Romelus said that the language needed to be added to the C resolution. Motion Mayor Grant requested a motion to terminate, to remove Ms. Paula Meilley, Commissioner McCray seconded the motion. Vice Unanimously passed 13. LEGAL A. PROPOSED ORDINANCE NO. 17-017 - FIRST READING - Approve the abandonment of an existing 12 feet. utility easement within the former Verzaal (landscape) Nursery Parcel located on Flavor Pict Road west of Military Trail. Attorney Cherof read Proposed Ordinance No. 17-017, by title only on first reading. 30 Page 151 of 1324 SURVEY OF OTHER MUNICIPALITIES The following cities replied to an email blast that they did have attendance policies: Royal Palrn Beach Sebastian Lake Park Orchid Jupiter No tardiness policies were indicated. Page 152 of 1324 6.A. CONSENTAGENDA 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: PROPOSED RESOLUTION NO. R18-174-Approve the ranking as recommended by the Evaluation Committee and authorize the City Manager to sign an Agreement with Commercial Risk Management, Inc. of Tampa, Florida for Third Party Administration of Workers' Compensation Claims for an estimated annual amount of$31,872 as a result of RFP No. 004-1710-19/IT for Third Party Administration of Workers' Compensation, Property and Casualty Claims. EXPLANATION OF REQUEST: On November 2, 2018, the City opened and tabulated three (3) submittals in response to RFP#004-1710- 19/IT for Third Party Administration of Workers' Compensation, Property and Casualty Claims. This RFP was issued seeking the services of a seeking services from (an) experienced and qualified firm(s) to provide third party claims administration services for workers' compensation and for property and casualty (liability, automobile, property) claims. On November 13, 2018, in a public noticed evaluation meeting, the Selection Committee, comprised of City Staff, revealed and discussed their independent scores for each of the proposals based upon the evaluation criteria described in the RFP. The language in the RFP provided that the City reserves the right to award Workers' Compensation and Property and Casualty either to the same or separate company. Therefore, the firms were evaluated and scored separately for each type of claim they submitted on. The scores were tabulated by Purchasing Services to arrive at the final score for each firm per type of claim and the final overall ranking. The Committee ranked the proposals as follows: WORKERS' COMPENSATION Rank 1: Commercial Risk Management, Inc. Rank 2: TRI STAR Risk Enterprise Management, Inc. Rank 3: PMA Management Corp. PROPERTY AND CASUALTY CLAIMS Rank 1: TRI STAR Risk Enterprise Management, Inc. Rank 2: PMA Management Corp. The Committee's recommendation is to award Agreements to Commercial Risk Management, Inc. and TRI STAR Risk Enterprise Management, Inc. as the highest-ranked qualified firms. The Initial Term of the Agreements shall be for a period of three (3) years commencing on January 1, 2019 with the option to renew for three (3) additional one-year terms at the discretion of the City and based upon mutually agreeable rates. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? Approval will allow for the City to remain in compliance with our excess insurance carriers that require third Page 153 of 1324 party administration of claims. FISCAL IMPACT: Budgeted Workers' Compensation TPA services are calculated on a flat monthly fee, which when annualized is $31,872. Funds are available in the Self-Insurance budget line item#522-1710-519-45-09. Previous years expenditures: FY 17/18 $29,964 FY 16/17 $22,473 ALTERNATIVES: Not accept the Committees' rankings; Re-rank and approve commission ranking; Request oral presentations to commission then rank; or Not to award and issue a new Request for Proposal. STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: ATTACHMENTS: Type Description Resolution Reso Comm Risk WC TPA Agreement Agreement with Commercial Risk Management for TPA of W C D Attachment Notice of Intent- TPA for W C and PC D Attachment Commerical Risk Submittal D Attachment Addendum No. 1 - TPA for WC and PC D Attachment Advertised RFP- TPA for W C and PC Page 154 of 1324 I RESOLUTION NO. R18- 2 3 4 A RESOLUTION OF THE CITY OF BOYNTON BEACH, 5 FLORIDA, APPROVING THE RANKING AND 6 AUTHORIZING THE CITY MANAGER TO SIGN A 7 THREE YEAR AGREEMENT IN A FORM APPROVED 8 BY THE CITY ATTORNEY FOR THIRD PARTY 9 ADMINISTRATION OF WORKERS COMPENSATION 10 CLAIMS WITH COMMERCIAL RISK MANAGEMENT, 11 INC.; AND PROVIDING AN EFFECTIVE DATE. 12 13 14 WHEREAS, a on November 2, 2018 the City opened and tabulated three (3) 15 submittals in response to RFP #004-1710-19/TT for Third Party Administration of Workers' 16 Compensation, Property and Casualty Claims; and 17 WHEREAS, an evaluation committee was established and has analyzed the responses 18 and is recommending a three year Agreement for Third Party Administrator services of 19 Workers' Compensation (WC) claims with Commercial Risk Management, Inc.; and 20 WHEREAS, the City Commission of the City of Boynton Beach deems it in the best 21 interest, health, safety and welfare of the citizens and residents of Boynton Beach to enter into 22 a three-year Agreement for Third Party Administration of Workers' Compensation Claims 23 with Commercial Risk Management, Inc. 24 NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF 25 THE CITY OF BOYNTON BEACH, FLORIDA, THAT: 26 Section 1. Each Whereas clause set forth above is true and correct and 27 incorporated herein by this reference. 28 Section 2. The City Commission of the City of Boynton Beach, Florida hereby 29 approves the ranking and authorizes the City Manager to sign a three-year Agreement in a 30 form approved by the City Attorney for Third Party Administration of Workers' C:AProgram Files (x86)Aneevia.com\docConverterProAtemp\NVDC\09AF25A8-9E3C-47EC-9996-B540631F9235\Boynton Beach.13637.1.Reso_- 3rd Party Admin Workers_Comp.doc Page 155 of 1324 31 Compensation with Commercial Risk Management, Inc., a copy of said Agreement is 32 attached hereto as Exhibit"A". 33 Section 3. That this Resolution shall become effective immediately upon passage. 34 PASSED AND ADOPTED this day of December, 2018. 35 CITY OF BOYNTON BEACH, FLORIDA 36 37 YES NO 38 39 Mayor— Steven B. Grant 40 41 Vice Mayor— Christina L. Romelus 42 43 Commissioner—Mack McCray 44 45 Commissioner—Justin Katz 46 47 Commissioner—Aimee Kelley 48 49 VOTE 5o ATTEST: 51 52 53 54 Judith A. Pyle, CMC 55 City Clerk 56 57 58 (Corporate Seal) 59 C:AProgram Files (x86)Aneevia.com\docConverterProAtemp\NVDC\09AF25A8-9E3C-47EC-9996-B540631F9235\Boynton Beach.13637.1.Reso_- 3rd Party Admin Workers_Comp.doc Page 156 of 1324 AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND COMMERCIAL RISK MANAGEMENT, INC. THIS AGREEMENT is entered into between the City of Boynton Beach, hereinafter referred to as "the City", and COMMERCIAL RISK MANAGEMENT, INC., hereinafter referred to as "Firm", in consideration of the mutual benefits, terms, and conditions hereinafter specified. 1. PROJECT DESIGNATION. The Firm is retained by the City to perform professional third party administration of workers' compensation claims in connection with the RFP No. 004- 1710-19/1T for THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS 2. SCOPE OF SERVICES. Firm agrees to perform the services, identified in Section II —Scope of Services and attached hereto as Exhibit A. 3. TIME FOR PERFORMANCE. Work under this agreement shall commence upon written notice by the City to the Firm to proceed. Firm shall perform all services and provide all work product required pursuant to this agreement upon written notice to proceed. 4. TERM: This Agreement shall commence upon award by City Commission and shall terminate three (3) years from that date. The City may renew this Agreement for two (2) additional one- year renewals at the discretion of the City and based upon mutually agreeable rates. 5. PAYMENT: The City will pay the Firm the fees as set forth in Exhibit B, Fees and Payments, which is attached hereto and made a part hereof. These fees will be paid by the City for completed work and for services rendered under this agreement as follows: a. Payment for the work provided by Firm shall be made promptly on all invoices submitted to the City properly, provided that the total amount of payment to Firm shall not exceed the total contract price without express written modification of the Agreement signed by the City Manager or her designee. b. The Firm may submit invoices to the City once per quarter during the progress of the work for partial payment for project completed to date. Such invoices will be reviewed by the City, and upon approval thereof, payment will be made to the Firm in the amount approved. c. Final payment of any balance due the Firm of the total contract price earned will be made promptly upon its ascertainment and verification by the City after the completion of the work under this Agreement and its acceptance by the City. d. Payment as provided in this section by the City shall be full compensation for work performed, services rendered and for all materials, supplies, equipment and incidentals necessary to complete the work. e. The Firm's records and accounts pertaining to this agreement are to be kept available for inspection by representatives of the City and State for a period of three (3) years after the termination of the Agreement. Copies shall be made available upon request. Page 157 of 1324 6. OWNERSHIP AND USE OF DOCUMENTS. All documents, drawings, specifications and other materials produced by the Firm in connection with the services rendered under this Agreement shall be the property of the City whether the project for which they are made is executed or not. The Firm shall be permitted to retain copies, including reproducible copies, of drawings and specifications for information, reference and use in connection with Firm's endeavors. 7. COMPLIANCE WITH LAWS. Firm shall, in performing the services contemplated by this Agreement, faithfully observe and comply with all federal, state and local laws, ordinances and regulations that are applicable to the services to be rendered under this agreement. 8. INDEMNIFICATION. Firm shall indemnify, defend and hold harmless the City, its offices, agents and employees, from and against any and all claims, losses or liability, or any portion thereof, including fees and costs, arising from injury or death to persons, including injuries, sickness, disease or death to Firm's own employees, or damage to property occasioned by a negligent act, omission or failure of the Firm. 9. INSURANCE. The Firm shall secure and maintain in force throughout the duration of this contract comprehensive general liability insurance with a minimum coverage of $1,000,000 per occurrence and $1,000,000 aggregate for personal injury; and $1,000,000 per occurrence/aggregate for property damage, and professional liability insurance in the amount of$1,000,000 per occurrence to$2,000,000 aggregate with defense costs in addition to limits; workers' compensation insurance, and vehicular liability insurance. Said general liability policy shall name the City of Boynton Beach as an "additional named insured" and shall include a provision prohibiting cancellation of said policy except upon thirty (30) days prior written notice to the City. Certificates of coverage as required by this section shall be delivered to the City within fifteen (15) days of execution of this agreement. 10. INDEPENDENT CONTRACTOR. The Firm and the City agree that the Firm is an independent contractor with respect to the services provided pursuant to this agreement. Nothing in this agreement shall be considered to create the relationship of employer and employee between the parties hereto. Neither Firm nor any employee of Firm shall be entitled to any benefits accorded City employees by virtue of the services provided under this agreement. The City shall not be responsible for withholding or otherwise deducting federal income tax or social security or for contributing to the state industrial insurance program, otherwise assuming the duties of an employer with respect to Firm, or any employee of Firm. 11. COVENANT AGAINST CONTINGENT FEES. The Firm warrants that he has not employed or retained any company or person, other than a bona fide employee working solely for the Firm, to solicit or secure this contract, and that he has not paid or agreed to pay any company or person, other than a bona fide employee working solely for the Firm, any fee, commission, percentage, brokerage fee, gifts, or any other consideration contingent upon or resulting from the award or making of this contract. For breach or violation of this warranty, the City shall have the right to annul this contract without liability or, in its discretion to deduct from the contract price or consideration, or otherwise recover, the full amount of such fee, commission, percentage, brokerage fee, gift, or contingent fee. Page 158 of 1324 12. DISCRIMINATION PROHIBITED. The Firm, with regard to the work performed by it under this agreement, will not discriminate on the grounds of race, color, national origin, religion, creed, age, sex or the presence of any physical or sensory handicap in the selection and retention of employees or procurement of materials or supplies. 13. ASSIGNMENT. The Firm shall not sublet or assign any of the services covered by this Agreement without the express written consent of the City. 14. NON-WAIVER. Waiver by the City of any provision of this Agreement or any time limitation provided for in this Agreement shall not constitute a waiver of any other provision. 15. TERMINATION. a. The City reserves the right to terminate this Agreement at any time by giving ten (10) days written notice to the Firm. b. In the event of the death of a member, partner or officer of the Firm, or any of its supervisory personnel assigned to the project, the surviving members of the Firm hereby agree to complete the work under the terms of this Agreement, if requested to do so by the City. This section shall not be a bar to renegotiations of this Agreement between surviving members of the Firm and the City, if the City so chooses. 16. DISPUTES. Any disputes that arise between the parties with respect to the performance of this Agreement, which cannot be resolved through negotiations, shall be submitted to a court of competent jurisdiction in Palm Beach County, Florida. This Agreement shall be construed under Florida Law. 17. NOTICES. Notices to the City of Boynton Beach shall be sent to the following address: Lori LaVerriere, City Manager City of Boynton Beach P.O. Box 310 Boynton Beach, FL 33425-0310 Notices to Firm shall be sent to the following address: COMMERCIAL RISK MANAGEMENT, INC. ATTN: SUSAN E. THEIS P.O. BOX 18366 TAMPA, FL 33679 18. INTEGRATED AGREEMENT. This agreement, together with attachments or addenda, represents the entire and integrated agreement between the City and the Firm and supersedes all prior negotiations, representations, or agreements written or oral. This agreement may be amended only by written instrument signed by both City and Firm. Page 159 of 1324 19. PUBLIC RECORDS. Sealed documents received by the City in response to an invitation are exempt from public records disclosure until thirty (30) days after the opening of the Bid unless the City announces intent to award sooner, in accordance with Florida Statutes 119.07. The City is public agency subject to Chapter 119, Florida Statutes. The Contractor shall comply with Florida's Public Records Law. Specifically, the Contractor shall: A. Keep and maintain public records required by the CITY to perform the service; B. Upon request from the CITY's custodian of public records, provide the CITY with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in chapter 119, Fla. Stat. or as otherwise provided by law; C. Ensure that public records that are exempt or that are confidential and exempt from public record disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and, following completion of the contract, Contractor shall destroy all copies of such confidential and exempt records remaining in its possession once the Contractor transfers the records in its possession to the CITY; and D. Upon completion of the contract, Contractor shall transfer to the CITY, at no cost to the CITY, all public records in Contractor's possession All records stored electronically by Contractor must be provided to the CITY, upon request from the CITY's custodian of public records, in a format that is compatible with the information technology systems of the CITY. E. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: JUDY PYLE, CITY CLERK 3301 QUANTUM BLVD., SUITE 101 BOYNTON BEACH, FLORIDA, 33426 561-742-6061 PYLEJ@BBFL.US Page 160 of 1324 20. SCRUTINIZED COMPANIES -- 287.135 AND 215.473 By execution of this Agreement, Contractor certifies that Contractor is not participating in a boycott of Israel. Contractor further certifies that Contractor is not on the Scrutinized Companies that Boycott Israel list, not on the Scrutinized Companies with Activities in Sudan List, and not on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or has Contractor been engaged in business operations in Syria. Subject to limited exceptions provided in state law, the City will not contract for the provision of goods or services with any scrutinized company referred to above. Submitting a false certification shall be deemed a material breach of contract. The City shall provide notice, in writing, to Contractor of the City's determination concerning the false certification. Contractor shall have five (5) days from receipt of notice to refute the false certification allegation. If such false certification is discovered during the active contract term, Contractor shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false certification was made in error. If Contractor does not demonstrate that the City's determination of false certification was made in error then the City shall have the right to terminate the contract and seek civil remedies pursuant to Section 287.135, Florida Statutes, as amended from time to time. DATED this day of 20 CITY OF BOYNTON BEACH COMMERCIAL RISK MANAGEMENT, INC. Lori LaVerriere, City Manager Signature of Authorized Official Printed Name of Authorized Official Attest/Authenticated: Title (Corporate Seal) Judy Pyle, City Clerk Approved as to Form: Attest/Authenticated: James A. Cherof, City Attorney Secretary Page 161 of 1324 EXHIBIT A SCOPE OF SERVICES The City of Boynton Beach is seeking proposals for Third Party Administration services for its self-insured Workers' Compensation and for its Property&Casualty programs. The City's anticipated contract start date is January 1, 2019. The Proposer shall perform all third party administrator services for Workers' Compensation for Property & Casualty claims, or for both inclusive of claims handling, information technology services, settlement coordination, management of claim records, Medicare reporting, handling of claims in process and all other items necessary or proper for, or incidental to, performing third party administrator services as identified herein. The City of Boynton Beach has most recently utilized the following companies as its third party administrators: Commercial Risk Management for workers' compensation and Gallagher Bassett Services Inc. for property/casualty. The City will transfer the administration for all active claims(run-off/tail claims) as of January 1, 2019 to the awarded Proposer. The City is self-insured. The City carries excess workers' compensation coverage with a SIR of $500,000 per occurrence and excess liability coverage with a SIR of$200,000/300,000 per occurrence with Preferred Governmental Insurance Trust (PGIT). The TPA(s) will be required to manage the claims with a comprehensive database system which allows computer access to adjuster notes, adjuster correspondence and other pertinent information needed by the City to generate analytical data reports upon demand; which will allow secure web based communication between the City and the TPA and Adjusters. This program should also allow the City to add information to the adjuster notes section of the computer systems. 1. PRIOR CLAIMS FILES All proposers are to assume the complete handling of all pending claims for dates of loss prior to January 1, 2019. The information provided in this RFP regarding the volume and type of pending claims to be assumed, is based on the latest information provided to the City by their current TPA and within the current self- administrated Property and Casualty program. It is the responsibility of the proposer to determine the additional cost to the City to take over these existing claim files. It is required that the claims data associated with all claims occurring prior to January 1, 2019 be transferred to the new computer information system so that future loss runs will contain a complete history of all claim years. The transfer of all claims data must be completed by January 1, 2019. 2. WORKERS COMPENSATION CLAIMS ADJUSTING AND INVESTIGATION SERVICES Upon receipt or notice of all workers' compensation claims, the TPA, on behalf of the City, will perform the following services: Page 162 of 1324 1. The City requires that the TPA hire and retain competent, qualified, experienced professionals who are licensed in Florida. 2. The TPA is responsible for obtaining recorded statements from the claimant and any witnesses. The City will maintain contact with injured employees to assist the employee in returning to work. The TPA and/or telephonic nurse case manager and/orfield case managerwill make medical appointments for the injured employee. 3. The TPA will be responsible for filing all the appropriate forms with the State (DWC1, etc.) 4. The TPA is responsible for ensuring compliance with all reporting requirements by regulatory agencies including but not limited to Medicare Secondary Reporting Act of 2007 and all subsequent revisions. 5. The TPA will assist the City with any written correspondence that the City requests them to send to the injured worker or medical provider regarding the benefits. 6. The TPA will accept or deny all reported claims for employees' injuries on behalf of the City in accordance with the applicable Workers' Compensation Statutes. The decision to controvert a claim must first be discussed with and approved by the City. 7. All lost time claimant's checks will be issued by the TPA on a weekly basis from the City of Boynton Beach fund. The verification of any checks for wage loss must be received by the City before 5:00 P.M. on the Tuesday of a City payroll week. 8. Currently, the City requires that all medical or ancillary service providers submit their bills to the TPA bill review unit for processing and payment. All provider payments will be reviewed weekly by the City via the weekly TPA check register before the provider checks can be released. 9. The TPA will be responsible for identifying any outside Firms such as surveillance companies and field case management experts to assist in the investigation and medical coordination of claims. Payment of the bills will be made by the TPA from the loss fund as an allocated expense but not without prior approval by the City. 10. The TPA and/or Bill Review unit shall review all medical bills and other services for which a claim is being made for reasonableness and conformity to appropriate medical and surgical fee schedules and network discounts. 11. The TPA will assist the City with light duty cases and for those City employees who are losing time by providing a report indicating all employees that are not working in a full duty unrestricted capacity. Page 163 of 1324 12. The designated adjusters or team from the TPA will meet with the City on a quarterly basis to discuss summary reports on all open and active claims. 13. The Director of Human Resources and Risk Management, and/or designee will attend all mediation conferences and may ask the TPA for reports prior to mediation in order to facilitate any settlement. 14. The TPA shall prepare and maintain files necessary for legal defense of claims and/or other litigation (such as actions for subrogation) or other proceedings. 15. The TPA shall pay in a timely fashion, per Florida Medical E.D.I. guidelines, all claims and expenses from the loss fund account established by the City, which will be maintained by the TPA. Fees, interest and civil penalties incurred due to late payments or adjuster mishandling are to be paid by the TPA unless caused by late reporting from the City. 16. The TPA shall pursue all possibilities of subrogation and liens. The Manager of Risk and Wellness must be copied on all such correspondence relating to these issues. 17. The City will assign the attorneys that provide the defense of claims. The TPA is to provide the defense attorney a complete copy of the file in question at the time an assignment is made. The TPA will provide a monthly report to the City regarding all legal assignments and the costs associated with them. The Director of Human Resources and Risk Management is responsible for approval for all settlements from the City per the process determined by City policy and procedures in coordination with applicable Florida State Statutes. 18. The TPA will timely report all claims in accordance with Florida State Statutes to the City's excess carriers, as required by the carrier's reporting criteria. For any late reporting penalties imposed by the carrier due to late reporting by the TPA, the TPA will reimburse the City for those amounts. 19. The TPA will provide all necessary status reports as required by the City's excess carriers. 20. The TPA will submit requests to the excess carrier for all payments above each claim's SIR to obtain the proper reimbursement for the City. The reimbursement checks will be forwarded to the City and the amount recovered will be entered into the claims information system. 21. The City will assign Field Case Managers (Qualified Rehabilitation Provider (QRP)) to its cases as needed. 22. The City maintains an exclusive list of providers developed specifically for the use of the City, which is part of the TPA provider network. The City will use the TPA provider network as a back-up network for ancillary providers. Page 164 of 1324 23. The TPA must provide the City with a toll-free telephone number. 24. In all dealings, the City requires the TPA to be courteous, responsive and sensitive to the injured employee. The TPA is required to return an injured employee's telephone call within 24 hours, preferably the same day that they called the TPA. 25. Identify claims subject to second injury relief fund (if reinstated during the contract term or currently applicable), at-fault party subrogation and pursue such recoveries on behalf of the City of Boynton Beach. 26. Provide reports to the City of Boynton Beach's Director of Human Resources and Risk Management and Manager of Risk and Wellness as requested or provide for system access for ad hoc reporting. Reports shall include: • Loss experience • Summary of claim and loss experience, broken down by injury type, injury cause, department, and location of injury • Cost, frequency and severity report • Claim activity summary (new, re-open/closed/disputed, etc.) • Claim master file listing • Detail list of claimants including current and prior claim activity • Retention level analysis • Reserve analysis detailing rationale and total cost • OSHA 300 Log • Lost time analysis • PPO penetration • Average cost by medical provider • Number of Days from DOA Date to MMI Date 3. CLAIMS HANDLING: 1. The TPA shall use its best judgment in managing claims and in setting reserves for future payment and shall perform the following functions with regard to claims: A. Within one (1) working day of receipt of a new claim, all data shall be entered into the information system, assigned the proper codes and initial reserves. B. Within 24 hours respond to inquiries from employees and/or injured parties regarding the status of their claim. C. Clearly document each file all phone conversations, discussions, and meetings held on the case. D. Promptly enter into the computer system all pre-approved payments, reserve revisions, and file closings. Page 165 of 1324 E. The TPA shall maintain emergency response procedures with the ability to establish a catastrophic operation center within 48 hours. F. The TPA is expected to be familiar with applicable laws regarding potential liability for injury or damage or other loss to members of the public (e.g. familiarity with Florida's sovereign immunity statutes, Federal law regarding governmental liability, etc.). G. Firefighters and Police are subject to Occupational Disease Claims and FS 112.181. City of Boynton Beach requires that adjusters handling these types of claims be educated in the different statutory requirements associated with these claims. H. Written status reports shall be provided to the City prior to these quarterly claim reviews. I. The TPA shall maintain claim review procedures in place for supervisors or auditors within its firm. J. The TPA shall have established standard reserving practices to assist City in establishing reserves. Reserves shall be reviewed at a minimum of every 90 days. File notes should reflect reserves were reviewed. K. The TPA shall coordinate a claims funding arrangement that is acceptable to the City of Boynton Beach. L. Prepare and /or assist City staff with all appropriate responses to and inquiries of all regulatory agencies. M. The TPA is responsible for ensuring compliance with all reporting requirements by regulatory agencies including but not limited to Medicare Secondary Reporting Act of 2007 and all subsequent revisions. 4. DATA, FILING AND REPORTS MANAGEMENT 1. The TPA must prepare, maintain, and file statistical data, records, or reports as required by excess insurers, City actuaries, and the State. 2. The TPA must prepare, maintain and file statistical information required by the workers' compensation rating bureaus, including all data required for the promulgation of the City's experience modification and state assessments. 3. The TPA must prepare and file any other reports as required by the City and the State relating to claims experience, payments, etc. (i.e., DWC-51, Aggregate Defense Attorney Fee Report due to the state by March 31 of each year). Page 166 of 1324 4. All charges related to these services identified herein are to be included in the pricing provided for each option. Any costs associated with programming changes that are necessary to create a report required by the City (any report listed in the Scope of Services) are the responsibility of the TPA. 5. Specialty reports available beyond those identified in the Scope of Services or requested by the City are to be provided and the City will request a cost proposal for each report based on the fee structure in the price proposal. 6. All claims data is the property of the City and any data and media will be provided to the City upon request or upon termination of this agreement at no additional cost to the City. 5. LOSS FUND MANAGEMENT SERVICES 1. The selected TPA, at their expense, will ensure all claims and payment data is included in their loss runs. Historical data from our current TPA's database cannot be purged. Claims data for all open and closed claims must be transferred. 2. Loss runs are to be provided on a monthly basis sorted separately by policy year and department/location. Loss runs should list each claim separately. Specific summary reports also must be provided. The following reports are required: • Claims listing by Department • Check register • Cumulative report by line of coverage by year • Annual summary reports • Location report • Large loss or severity report • Safety report • Excess insurance report • Litigation report • Legal payments report • Pharmacy Penetration report • Care Management report (Telephonic/Field) 3. All claims, expense and legal payments will be made by the TPA on checks drawn on an account set up by the TPA and funded bi-weekly by the City. It is understood that all funds in this account are City funds and are to be returned to the City upon request or at termination of this contract. 4. The monthly reconciliation statement submitted by the TPA to the City will include the following: • Balance at inception of statement period • Total disbursements which cleared, by date and claimant/payee • Balance at close of statement period. Page 167 of 1324 5. The TPA will submit an invoice to the City on a monthly basis which provides an Itemized listing of all banking fees related to the bank account set up by the TPA on behalf of the City of Boynton Beach. 6. PROPERTY & CASUALTY CLAIMS ADJUSTING AND INVESTIGATING SERVICES 6.1. LIABILITY DEFINITIONS Claim: Any report of an accident (first or third party) alleging or resulting in injury, damage, or loss which could give rise to a demand for the payment of money. The claim charge is applicable on a per occurrence, per claimant, per line of coverage basis. Discretionary Settlement: The TPA is not authorized to make payment, for loss or expense, without the prior approval of the Director of Human Resources and Risk Management of the City of Boynton Beach. Qualified claim or loss: The TPA shall investigate and adjust any loss or claim reported within the service term, provided the loss or claim type is identified. Allocated expenses: Will be the responsibility of the City of Boynton Beach and include, but not be limited to: • legal fees • professional photographs • medical record • experts' rehabilitation costs • accident reconstruction • architects, contractors • engineers • police, fire, coroner, weather, or other such reports • property damage appraisals • extraordinary costs for witness statements • official documents and transcripts sub rosa investigations • medical examinations • extraordinary travel made at City of Boynton Beach's request • court reporters • fees for service of process Page 168 of 1324 • pre-and post-judgment interest paid • chemists • any other similar cost, fee or expense reasonably chargeable to the investigation, negotiation, settlement or defense of a claim or loss which must have the explicit prior approval of the City of Boynton Beach. 6.2. LIABILITY PROPOSER'S RESPONSIBILITIES The TPA shall perform the following services: 1. Review each claim and loss report submitted by the City of Boynton Beach during the term of this Contract. 2. Assign a qualified, experienced, Florida licensed adjuster within 24 hours of receipt of claim. 3. Contact claimant within 48 hours of assignment of claim. 4. Conduct an appropriate investigation of each qualified claim or loss. 5. Maintain a file for each qualified claim or loss which shall be available for review by the City of Boynton Beach. 6. Adjust, settle or resist all qualified claims or losses with the specific approval of the City of Boynton Beach. 7. Perform necessary and customary administrative and clerical work in connection with each qualified claim or loss, including the preparation of checks or vouchers, releases, agreements, and/or other documents to manage and finalize a claim. 8. Promptly establish and update claim reserves at least every ninety (90) days. 9. Timely notify City of Boynton Beach, City of Boynton Beach agent, and excess insurer(s), as designated by the City of Boynton Beach, of all qualified claims or losses which may exceed the City of Boynton Beach retention and, if requested, provide information on the status of those claims or losses. 10. Coordinate investigations on litigated claims with attorneys representing the City of Boynton Beach and with representatives of the excess carrier, as required. It is expressly understood that all legal costs and loss payment will be charged to the City of Boynton Beach. Page 169 of 1324 11. Have internal product support staff review large and unusual claims at no additional cost to the City of Boynton Beach, unless specified. 12. Maintain an automated loss and information system, and provide the City of Boynton Beach with electronic access to claim reports. 13. Assist the City of Boynton Beach in selecting appropriate experts or specialists as the claims may require. 14. Provide personnel needed to perform the services agreed to herein. 15. Maintain a comprehensive database of all claims reported. This data shall belong to the CITY OF BOYNTON BEACH and shall be made available to the CITY OF BOYNTON BEACH at any time. Upon termination of the Contract, the TPA shall provide the CITY OF BOYNTON BEACH with an electronic copy of the data in ASCII format. 6.3. RISK MANAGEMENT SOFTWARE / REPORTING: 1. The TPA is required to provide monthly and annual summaries of claims by type of risk and shall recap each year's experience, including prior years, to date. The reports shall be on a fiscal year basis (October 1st- September 30th) in a format acceptable to the City of Boynton Beach, and shall be prepared in accordance with the provisions below: a. Claims Experience Reports should be provided within 15 days of the end of the period for which each report applies. b. Adjusting Service shall provide a report of accounts for aggregate loss experience analysis. C. City of Boynton Beach requires the ability to provide a breakdown of experience for each department. Supplemental claims documentation shall provide, in plain English, sufficient information to indicate what happened, to whom or what and how much has been paid or is expected to be paid. 2. Online and real time access to the administrator's claim system, including all adjuster's notes is critical to the City of Boynton Beach. TPAs must have a software product that the City of Boynton Beach can access to view the administrator's automated claim files, including adjusters' notes, payments, claim notes, imaging of invoices and messaging capabilities. Page 170 of 1324 3. OSHA reporting capabilities shall include the ability to separate OSHA reportable claims from Record Only claims. 4. TPA shall have staff available that can create reports when requested by the City. 6.4. CITY OF BOYNTON BEACH CONTROL: 1. City of Boynton Beach reserves the right to direct the TPA regarding settlement of all claims. 2. Legal Services: The City of Boynton Beach reserves the right to assign legal counsel to all claims. 3. City of Boynton Beach shall have the right to inspect or audit the files, including the right to utilize an outside auditor for these functions on City of Boynton Beach's behalf. The City of Boynton Beach requires the TPA files to be electronically stored with access provided to City of Boynton Beach of all stored document images, faxes, incoming email attachments, and all documents generated by the Claims Management System. 4. Claims Records as Property of City of Boynton Beach: All claims files and other records, documents, lists, supplies, etc., pertaining to claims are the property of City of Boynton Beach and will be delivered to City of Boynton Beach upon contract termination with no additional fee to the City. Page 171 of 1324 EXHIBIT B FEES AND PAYMENTS REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS'COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004.1710-1911T COST PROPOSAL FORM Proposers should use this form for submitting its Cost Proposal. The price shall be fixed and firm and should be fully burdened to Include all necessary elements such as but not limited to salary, general administrative expenses, travel,mileage, overhead and fee/profEt needed to perform all of the services described under this solicitation. PAYMENT SCHEDULE 2018 Projected No.of Claims Claim Rate 1) WORKERS'COMPENSATION: MEDICAL ONLY 76 INDEMNITY 14 OR—FLAT MONTHLY FEE $2,656.00 ADDITIONAL SERVICES: $5.00 QueryJ$50,00 initial/$25.00 Final MEDICARE REPORTING(Monthly Fee) Allocated to claim ilRxw PER CLAIM COST FOR PRIOR CLAIMS FILES Included -.r Commercial Risk Management, Inc. is not offering a Proposal on the AL/GL-Services. 2) PROPERTY AND CASUALTY: AUTO LIABILITY BODILY INJURY 4 AUTO LIABILITY PROPERTY DAMAGE 1 AUTO PHYSICAL DAMAGE 0 GENERAL LIABILITY BODILY INJURY 4 GEN.LIABILITY PROPERTY DAMAGE 4 PROFESSIONAL LIABILITY 0 PROPERTY 1 THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 31 COMPLETE AND ACCEPTABLE, RFP No.004-1710-19/IT Page 172 of 1324 REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORMERS'COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004.1710-1911T COST PROPOSAL FORM(CONTINUED) PAYMENT SCHEDULE 2018 Projected No.of Claims Claim Rate ELECTRONIC INCIDENTS 0 N/A OR-FLAT MPffiTHLY FEE N/A ADDITIONAL SERVICES: MEDICARE REPORTING(Monthly Fee) N/A lMo. PER CLAIM COST FOR PRIOR CLAIMS FILES N/A "The City reserves the right to Workers'Compensation and Property and Casualty either to the same or separate company." Commercial Risk Management, Inc. �+ ? COMPANY NAME AUTHORIZED SIGNATURE 81( 3 ) 289-3900 Susan E. Theis TELEPHONE NO, PRINTED NAME stheis@crm--su.com President/CEO E-MAIL ADDRESS TITLE October 31, 2018 DATE THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 32 COMPLETE AND ACCEPTABLE. RFP No.004-1790-19/IT Page 173 of 1324 The City of Boynton Beach PROCUREMENT SERVICES F.0.Box 310 Boynton Beach,Florida 33429-0310 ■ 961-742-6310 Fax: (961) 742-6316 NOTICE OF INTENT TO NEGOTIATE/AWARD SOLICITATION NO. RFP NO. 004-1710-19/IT SOLICITATION TITLE: THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION, PROPERTY AND CASUALTY CLAIMS DATE OF NOTICE: NOVEMBER 13, 2018 At the public ranking meeting held on November 13, 2018, the Selection Committee for the above referenced solicitation scored and ranked the submittals as follows: WORKERS' COMPENSATION Rank 1: Commercial Risk Management, Inc. Rank 2: TRISTAR Risk Enterprise Management, Inc. Rank 3: PMA Management Corp. PROPERTY AND CASUALTY CLAIMS Rank 1: TRISTAR Risk Enterprise Management, Inc. Rank 2: PMA Management Corp. This Intent to Award will be presented to City Commission as a recommendation to approve the Selection Committee Rankings and authorize the City Manager to sign agreements with: Commercial Risk Management,Inc. (Workers' Compensation)and TRISTAR Risk Enterprise Management, Inc. (Property and Casualty Claims). This Notice is conditioned upon and subject to the City of Boynton Beach's reservation of rights as contained in the RFP documents and approval by the City Commission. In accordance with Section 2-355 of the Palm Beach County Code of Ordinances, the Cone of Silence remains in effect for this solicitation until award, rejection or other action is taken by the applicable award authority to otherwise end the solicitation process. Submitted by: 16W rAidff4or Ilyse Triestman, CPPO, CPPB, FCCN Purchasing Manager America's Gateway to the Gu fstream Page 174 of 1324 RFP NO.: 004-1710-19/IT REQUEST FOR PROPOSAL FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION for CITY OF BOYNTON BEACH Procurement Services 3301 Quantum Blvd., Suite 101 Boynton Beach FL 33426 Deadline for Submission: Friday, November 2, 2018, at 2:30 p.m. 1 ORIGINAL 4 COPIES & I USB Thumb Drive ORIGINAL Presented by COMMERCIAL RISK MANAGEMENT, INC. Susan E. Theis, President/CEO P.O. BOX 18366, TAMPA FL 33679 PHONE 813-289-3900 Email: stheis@crm-su.com yj Page 175 of 1324 TABLE OF CONTENTS TAB 1 — Introduction Letter/Statement of Interest • Operational Plan • Risk Management Information System (RMIS) • Sample Reports TAB 2 — Statement of Organization TAB 3 — Minimum Qualifications TAB 4 — Qualifications and Experience of Firm and Team • Resumes • Best Practices TAB 5 — Similar Projects/References TAB 6 — Cost Proposal TAB 7 — Submittal Forms Page 176 of 1324 �s�tis 1,5 e Risk llEst,3' y { �1b6 Management, Inc. �zs Solving ourPorkers' "Ota-ipensation Puzzle r ra sry+ October 31, 2018 City of Boynton Beach Procurement Services Ilyse Triestman, Purchasing Manager 3301 Quantum Blvd., Suite 101 Boynton Beach FL 33426 RE: RFP No.: 004-1710-19/IT Third Party Administration Services Workers'Compensation Claims Due 2:30 p.m. Local Time, Friday, November 2, 2018 To Whom It May Concern: We appreciate the opportunity to respond to RFP No.: 004-1710-19/IT for Third Party Claims Administration Services for Workers'Compensation Claims. Commercial Risk Management, Inc., a privately-owned Florida corporation, is a Workers' Compensation Service Company founded in 1975 to serve organizations that have elected to self-insure. Commercial Risk Management, Inc. has remained a premier service company in Florida by maintaining exceptionally high standards of excellence in all areas of claims administration. Your contact regarding this RFP is Susan E. Theis, President and CEO, phone 813-289-3900 and email stheiscrm-su.com Our office is located at 1715 N. Westshore Boulevard, Suite 280,Tampa FL 33607-3914. Susan Theis is fully authorized to act on behalf of Commercial Risk Management, Inc. Commercial Risk Management, Inc. agrees to be bound by the proposal without modification unless agreed to upon further negotiations between the City of Boynton Beach and Commercial Risk Management, Inc. Following this letter, you will find our Operational Plan which covers, but is not limited to, Section II of the Request for Proposal. I have also enclosed information regarding our Risk Management Information System and Sample Reports. Our sole reason for existence is to service our clients, to give you, our client, more attention than you have ever had before. The Commercial Risk Management, Inc. program has no hidden costs. While we believe our experience and skill will provide claims handling second to none, we also know that there are other companies who will provide acceptable claims handling. What we propose to give, however, is individualized day after day service. We believe that to give excellent service resulting in above average claim results, it is essential to develop a partnership with our client. P.O.Box 18366 Tampa,FL 33679 PH: (813)289-3900 Fax: (813)289-3771 Page 177 of 1324 City of Boynton Beach Procurement Services Ilyse Triestman, Purchasing Manager October 31, 2018 Page 2 The level of service we provide is achieved through a closer individual approach to all aspects of your workers' compensation program. Our entire staff, whether or not directly assigned to your program, is available to you when needed. We handle every claim as if it were our only claim and every client as if they are the only client. We are committed to achieve and maintain the highest standard of excellence in meeting your specific needs. Our goal is client satisfaction and retention. All the above factors, along with a strong desire to be the best, work together to provide an effective service-oriented program. The most important consideration in choosing a service company is not the lowest fixed costs, but rather the one in whom you place your confidence as being the best qualified to protect your loss fund which represents the bulk of your workers'compensation liability. Sincerely, b Susan E. Theis President/CEO SET/mjl Page 178 of 1324 Commercial 1s Management, Inc. OPERATIONAL PLAN An alliance with Commercial Risk Management, Inc. is a winning combination for the City of Boynton Beach. Commercial Risk Management, Inc. has been providing workers' compensation administrative services to the City of Boynton Beach since October 1, 2008. We understand and agree to the background, purpose and statement of work contained in the current Request for Proposal. Commercial Risk Management, Inc. prides itself in being able to develop a powerful alliance with its clients. We believe this is evidenced by the length of service and retention of our current clients (several 30 + years). Clearly, there is a reason for this loyalty. We listen to the client, we deliver what we promise and we provide complete support for each client. We do not subcontract our claims administration services. Commercial Risk Management, Inc. has a complete disaster recovery plan in place. Our data center is offsite and operated 24/7. There is a secondary offsite center outside of Florida if necessary. With internet access, our staff can continue normal operations. We will be certain that we understand what information the City wants, in what format it would like the information and how often it is to be received. Since each of our self-insured clients has their own particular style for managing its workers' compensation claims, being in tune to the City's style will be paramount. Our job is to gather information and provide our recommendation, drawing on our knowledge and expertise; but it is the City who will make the ultimate decision. Communication is an absolute key player in our role as claims administrator and is the only way for everyone involved to make an informed decision. Commercial Risk Management, Inc. excels in listening and communicating which will positively impact the City by producing the outcomes it expects. If Commercial Risk Management, Inc. says we will follow through on a task, it will be done. Because we have developed good listening skills, we can move forward quickly in managing every aspect of a claim and we know what our client anticipates as the end result. Our adjusters have the time it takes to manage providers of every specialty including medical providers, DME, pharmacy and legal. We pay attention to the reserve and know when changes need to be made and when the client wants to have a discussion and documentation about the changes. If the adjuster senses"red flag"warnings either from the injured worker directly, or through medical data, he/she knows that immediate conversation with the client is imperative so that a strategic plan can be initiated. Delivering what we promise by taking action immediately and communicating with the City will control the cost of its workers'compensation program. Commercial Risk Management, Inc. (CRM, INC.) has a dedicated team for the City to include an account executive, supervisor, lost time adjusters and medical only adjuster. 1 Page 179 of 1324 Ms. Sharon Anderson will be your Account Executive. The Account Executive will: i. Participate in Claims Reviews as needed ii. Resolve adjuster performance issues iii. Work with the City to interview adjusters assigned to our account iv. Resolve accounting and claims issues v. Manage billing and reconciliation Ms.Anderson is also the Chief Claims Officer and a Co-Owner. Ms.Anderson will participate in claims review meetings a needed, as well as the supervisor and the adjuster. Ms. Anderson will resolve any adjuster issues as well as working with the City to interview prospective adjusters who may become part of the claims team. Ms. Anderson will resolve any accounting/claims issues and manage billing and reconciliation. Ms. Anderson will assure that the City's expectations are met in a timely manner. With her experience, she can provide ideas and solutions to the needs of the City as well as the sometimes sensitive issues that may arise. In her position and with her authority, Ms. Anderson can make decisions without going to another level for approval. Commercial Risk Management, Inc. believes that it is an extension of its client. We will understand the City's vision and work toward that vision. We realize that the City may have other employment and/or liability considerations when making decisions on workers'compensation claims. Having regular discussions with the decision makers within the City will allow us to know and understand its perspective for claims resolution. By providing solid support to the City in every aspect of claims management, we will help to underscore its strengths. Securing an alliance with Commercial Risk Management, Inc. is a winning combination for the City because we advance the goals and outcomes anticipated by the City, reduce and control claims costs and lend unyielding support for its overall vision of the workers'compensation program. We are intimately familiar with the inter-workings of the City. This familiarity, coupled with the stability of our adjusting has proven to be the catalyst that the City needs to effectively manage its risk. Commercial Risk Management, Inc. is familiar with workers' compensation and other applicable laws including sovereign immunity. Commercial Risk Management, Inc. will assist City staff with appropriate responses to and inquiries of all regulatory agencies. Commercial Risk Management, Inc. will continuously monitor claim development for the City so that adjustments can be made in its program to positively impact its cost of risk. This will be done on an ongoing basis and on a yearly basis (or more frequently if requested). Commercial Risk Management, Inc. provides a yearly comprehensive stewardship report to the City. This report gives the City valuable information about their claim development, closing ratio, comparative data, graphs and recommendations that assists in making critical decisions for improvement of the program. Commercial Risk Management, Inc.'s sole reason for existence is to service our clients, to give you, our client, more attention than you have ever had before. Since 1975 we have consistently serviced self- insured accounts, both large and small. Some of these clients report less than ten claims per year and some report over 1,200 claims per year. Some clients have only one location and many of our clients have multiple locations. We handle every claim as if it is our only claim and every client as if it is our only client. 2 Page 180 of 1324 The Commercial Risk Management, Inc. program has no hidden costs. Your claims will be handled by a senior licensed adjuster that will give individual attention necessary to each file. The benefit to the self- insured is the success and cost reduction in the self-insured program. Our adjusters are not merely bill payers. They are qualified, interested and aggressive claim managers. We will meet and exceed your expectations. Investigation: The adjuster will make a determination regarding the compensability of a claim on every claim and always with consultations with the client. Upon receipt of the First Report of Injury, the claim is reviewed by the supervisor and assigned to the adjuster. The supervisor will document and make recommendations to the adjuster concerning compensability and investigations. When it is determined that investigation is necessary or required beyond the three-point contact or routine adjuster contact, discussion will be held with the client. At that point recommendations will be made to obtain recorded/formal statements from the injured worker and/or other parties. Preserving initial investigation and statements from the injured worker and others may be crucial to the routine handling as well as defense of the claim in the future. The initial investigation of the claim sets the tone for the life of the claim. The investigation may also include ISO search as well as other background checks, police reports where applicable and other record searches. Commercial Risk Management, Inc. has 11 adjusters and four supervisors who have been specifically trained in the investigation and management of claims involving the Heart and Lung and First Responders legislation and the Occupational Disease Claims. They have also been trained regarding claims involving an injury with "malicious intent."Commercial Risk Management, Inc. has also been proactive in the training and preparation of its own staff as well as its clients regarding the October 1, 2018 Post Traumatic Stress Disorder Legislation. Commercial Risk Management, Inc.'s Best Practices requires investigations to be completed within 14 days from receipt of the claim. Commercial Risk Management, Inc.'s Best Practices also dictates that the supervisor will follow up every lost time and questionable claim received. Documentation is complete and will indicate any reason for further investigation beyond 14 days. The Commercial Risk Management, Inc. intro package sent to the injured worker does include the 120-day language. As issues arise throughout the claim, investigations are completed promptly. In addition, our quality assurance process reviews all lost time claims within 14 days. Commercial Risk Management, Inc. will assist the City with any written correspondence the City requests to be sent to the injured worker or medical provider. The adjuster will always work with the client on a specific strategic plan for timely resolution of the claim. Oftentimes, other employment issues may impact the ultimate decision or the direction of a claim and that is where it is important that decisions be made, not in textbook fashion, but as a strategic alliance with the employer. The need for surveillance can be triggered by the client, the adjuster or the defense attorney based on knowledge received throughout the claim. Timing can be very important to the successful surveillance so communication between all parties is critical. Authorization for surveillance is always received from the client and the assignment may be made by the client. Once a claim has been completely investigated, a determination is made on whether to recommend denial of the claim with the employer. The ultimate decision of whether to deny a claim rests with the employer. The process of developing a recommendation includes consultation with the adjuster and the employer (and defense counsel if necessary). 3 Page 181 of 1324 When it is determined that settlement is the route the claim may follow, the adjuster will always discuss and get approval from the client. Part of the process would include a settlement evaluation prepared by the adjuster. If it is a litigated claim or if defense counsel has been assigned,then the settlement evaluation from the defense attorney would also be obtained. The possibility for subrogation is evaluated as a part of the initial investigation of the claim, identifying any third parties and assessing the potential for recovery. We aggressively pursue subrogation. Each claim where there is a potential for subrogation will be discussed thoroughly with the client and proper lien notification will be made. Commercial Risk Management, Inc. will also continue to complete reimbursement requests to the Special Disability Trust Fund on a yearly basis. Form filing: Our senior licensed adjusters understand and comply with all state regulated forms and rules that are part of the claims handling process. We receive updates including classes and workshops regarding any form or rule change. Through the EDI process, we are in compliance with the payment and filing of all medical bills. This process is supervised by our quality assurance specialist. Our IT system automatically triggers required state forms and escalates all time sensitive items to the supervisor or the quality assurance manager. Commercial Risk Management, Inc. diaries and timely completes the State of Florida unclaimed property report yearly(if our bank account). Commercial Risk Management, Inc. diaries and timely complies with the reporting of all state mandated self-insurance forms. Commercial Risk Management, Inc. will prepare and mail the 1099 Miscellaneous report to the Internal Revenue Service each year. Commercial Risk Management, Inc. complies with the Federal United States Treasury Department Terrorist Import List. Commercial Risk Management, Inc. will be responsible for ensuring compliance with all reporting requirements by regulatory agencies including but not limited to Medicare Secondary Reporting Act of 2007 and all subsequent revisions. All claims forms are filed either electronically or by United States Postal Service with the State as required by Statute and Rule. Reports to the excess insurance company are also made in a timely manner as required by the insurance contract. Appropriate calendar reminders are utilized to assure timely filings. Our IT system automatically triggers state filings. Unit Statistical Reports for experience rating calculation are filed with the State of Florida within 60 days after the evaluation date as required by the Rules for Self-Insurers. Commercial Risk Management, Inc. will provide information as requested to the City auditors/actuaries. The above filings are included in our service fee. Fees, interest and penalties incurred due to late payments or late filings will be paid by Commercial Risk Management, Inc. unless caused by late reporting from the City. Communication: Commercial Risk Management, Inc. will communicate via telephone, email and fax. The claims system allows for real time access to our system including review of adjuster notes. We know timely and effective communication is essential in a successful claims management program. Our adjusters are trained to effectively communicate both verbally and in writing. Commercial Risk Management, Inc. also meets with the employer/client on a quarterly(or more often if necessary) basis for claims review meetings. We will provide written status reports of claims to be discussed. 4 Page 182 of 1324 We can send an advisory email to the City personnel immediately when Commercial Risk Management, Inc. issues payment for TTD or TPD and if the status of the claim changes from off work to light duty (or vice versa) or for MMI via E-alerts. City of Boynton Beach key personnel have full access to the CRM system including real-time notes and payments. Initial Reporting of Claim: All First Reports of Injury are reviewed by the supervisor upon receipt in our office. The supervisor then assigns the claim noting to the adjuster any issues or investigation that needs to be addressed. The supervisor then follows up on all lost time or questionable (investigated) claims within 14 days to ensure the adjuster has appropriately completed the investigation and determines compensability and therefore is paying or denying benefits. After the supervisor's initial review, the file will be placed on a 90-day diary for further review or sooner as necessary. Within one (1) working day of receipt of a new claim, the data will be entered into our system. The supervisor will review the action plan of the adjuster for completeness and appropriateness. Each supervisor is responsible for overseeing individual accounts; therefore, each supervisor becomes completely familiar with the client and the adjuster or adjusters for each client. Excess Claims: Each adjuster is responsible for filing timely notice to the excess insurance company on those claims that are required to be reported. Each adjuster is knowledgeable in the reporting requirements for the client's excess carrier. The adjusters' diaries reflect reporting required and our system triggers and notifies of thresholds, i.e. weeks and percentage of self-insured retention to the supervisor. The supervisor review includes excess reporting, initial and subsequent as well as reimbursement requests. Excess insurance recoveries are filed by each adjuster according to time frames set by the carrier unless unusual circumstances require a more frequent filing. Our quarterly meetings include review and reporting of any claims involving the excess carrier and potential recoveries as well as recoveries received. Claim and Bill Management: The Commercial Risk Management, Inc. caseload per senior adjuster is maintained at 130 files. Adjuster caseloads are monitored on a monthly basis and reviewed by the management staff. The average tenure of the management staff of Commercial Risk Management, Inc. is 35 years. The average service of senior adjusters with us is over 14 years. The average length of service of our clerical staff is ten years. Turnover for management and senior adjusters is near zero. This is extremely important when considering the team who is responsible for managing workers' compensation claims for a self- insured. Commercial Risk Management, Inc. adjusters have not only the experience, but also the time to review all aspects of the claim and can efficiently and effectively manage all aspects of each claim. The adjuster monitors the claim from inception to conclusion. She is not merely a bill processor. The adjuster is licensed and trained. She is reviewing medical bills and reports for medical necessity,appropriate care, diagnosis, restrictions and limitations, body part, pre-existing conditions, and lost time, recognizing these factors and properly handling each situation. Once completely satisfied that the bill is appropriate and an authorized provider, the adjuster approves the bill for payment and it is transmitted to the Bill Review Company. 5 Page 183 of 1324 The adjuster sets and monitors medical appointments. She provides prompt delivery of medical benefits to the injured worker, when due, while also practicing cost containment and effective utilization. The adjuster follows the claim to MMI and closure. If the claim becomes litigated, then the lost time adjuster will transfer the file to the litigated adjuster with a complete transfer note notifying the supervisor at the same time. Discussions are held between the adjuster and the City at regular intervals and as needed. We require documentation from physicians at least each 30 days. The adjuster handles the claim and all aspects of the claim until conclusion. The adjuster, due to a maintained suspense of files, performs the three-point contact and continues contact with the employee/employer/physicians/excess carriers, etc., throughout the life of the claim. The adjuster makes the three-point contact with the injured worker, employer and medical provider within 24 hours. Issues to be discussed are listed below but not limited to: • Explanation of Statutory Benefits • Description of Accident • Diagnosis • Causal relationship of injury to job • Any pre-existing injuries or conditions • Treatment plan • Treating physician • Date of follow-up medical appointment • Return to work program File notes reflect details of the three-point contact. The adjuster is responsible for all indemnity aspects of the claim from obtaining the wage statement to making all types of payments. The adjuster handles all of their own file mail, approving and authorizing appropriately.The adjuster practices cost containment, effective utilization, and recognizes the need, when appropriate, for outside case management (medical or vocational) or telephonic case management. Lost time checks will be issued timely from the City Fund. Verification of wages will be requested before 5:00 p.m. on Tuesday of payroll week. The adjuster does perform much of the routine case management, sets appointments, referrals, transportation, etc. The adjuster coordinates with the physician the return to work. The adjuster coordinates with the defense attorney the litigation aspects of the claim and follows to conclusion either to mediations, return to work, hearing or settlement of the claim. The adjuster attends all mediations and court proceedings as needed either in person or via telephone as directed by the City. The Commercial Risk Management, Inc. adjuster, always with the knowledge and approval of the City, may request assignment of field case management to coordinate or facilitate medical care. The adjuster documents all action in claim notes, including but not limited to, medical, legal, disability, return to work, restrictions, and phone calls. Commercial Risk Management, Inc. will promptly enter into the claim system all preapproved payments, reserve changes, file closing or re-openings. The Commercial Risk Management, Inc. philosophy calls for being an extension of the client's office, a partner. We practice goal oriented, team approach, affirmative direction of the claim that enhances and determines the path of the claim. 6 Page 184 of 1324 We have handled claims for the City of Boynton Beach since October 1, 2008 and have developed a powerful alliance with the City. We have become intimately familiar with the policies of the City and the various departments. With the City we have developed relationships with various providers who in turn see the injured worker promptly and provide the necessary reports. We continue to provide a nurturing but firm relationship with the City's injured workers in providing benefits, a return to work or resolution of the claim. We will be courteous, responsive and sensitive to the injured employee. We will return employees' phone calls immediately or within twenty-four (24) hours. Commercial Risk Management, Inc. will assist the City with light duty cases. Commercial Risk Management, Inc. will provide a report indicating all employees that are not working full duty/unrestricted capacity. Reserving: Initial reserves are established within three days of receipt of the First Report of Injury. Reserving is performed to establish a claim's value. This allows the self-insured to set aside or budget funds to pay claims. This value is not set in stone and will change as the claim develops. The reserve is established initially and analyzed, usually looking at three to six months with the injury severity dictating the value. Many factors are used in setting this reserve, a partial list being nature and extent of the injury, profile of the injured worker, medical history, attitude of the employee, attorney representation, return to work and the adjuster's historical experience. A reserve worksheet may be used by the adjuster. Claims will be reserved for their anticipated ultimate value (not capped at insurance retentions) and this number should be a firm number within one year of the date of accident. It is important to be realistic, not optimistic, in order to give the self-insured, its excess carrier and regulators an accurate picture. We welcome reserve discussions and the opinions of our clients are very important to us. Reserve/financial meetings are provided on a regular basis. At every diary, the adjuster documents her review of reserves for adequacy. A reserve advisory E-alert can be sent to key personnel for any reserve increase over selected threshold. Banking: Currently Commercial Risk Management, Inc. has set up a checking account in order to pay claims. All claims, expense and legal payments will be made by Commercial Risk Management, Inc. on checks drawn on an account set up by Commercial Risk Management, Inc. The City will fund the account bi-weekly. All funds are City funds and will be returned to the City upon request or at termination. The weekly and month end reconciliation statement from Commercial Risk Management, Inc. will include: • Balance at inception of statement period • Total disbursements by date/payee • Balance at close of statement Commercial Risk Management, Inc. will submit an invoice monthly which provides an itemized listing of bank service fees. Best Practices Commercial Risk Management, Inc. has established Commercial Risk Management, Inc.'s Best Practices which we feel meets and exceeds industry standards. We have attached a copy and can make any modifications deemed appropriate by the City. Our management team and supervisory staff meet weekly to review any and all issues. Our claims staff meets monthly and part of that meeting is a review of Best Practices. The adjusters use this tool as their claims guide. The supervisors use the Best Practices guide in their file reviews documenting the adjusters' work. 7 Page 185 of 1324 All phone calls are answered and/or returned promptly within 24 hours. Each claim will be reviewed personally by the claims supervisor on the same day that notification is received. Thus the analysis begins at a point and time when information is both literal and current. Three-point contact is completed within twenty-four (24) hours. Questionable claims are investigated promptly. Legitimate claims are paid promptly to minimize cost. Our payments are made on a timely basis well within the guidelines set forth by the Division of Workers' Compensation. Incoming mail is reviewed by the adjusters on the same day it is received in our office, is prioritized, and processed promptly. The adjuster assures timely filings of all necessary reports with the Division of Workers'Compensation, the excess or insurance carrier and with you, the client. Retrospective, concurrent, prospective utilization review, pre-certification, medical and/or vocational rehabilitation are carefully monitored with the client. We aggressively pursue subrogation and Special Disability Trust Fund(where applicable due to law change). We coordinate excess notification and recoveries for the self-insured client. Our adjusters practice effective litigation management. We notify and communicate all legal activity with the City. We will work with the City and attorneys to supply all necessary information for mediations. Commercial Risk Management, Inc. will provide a complete copy of the workers' compensation file when assignment is made. Commercial Risk Management, Inc. will give the client monthly updates regarding all legal assignments and associated costs. Commercial Risk Management, Inc. understands that the Director of Human Resources and Risk Management is responsible for approval of all settlements in accordance with City policy. All files are monitored and we diary to assure that they are resolved and closed as quickly as possible. Opening and closing files,setting reserves—We have no motive for keeping files open or increasing reserves unnecessarily. Reserve discussions are welcome. Reserve and financial meetings are provided on a regular basis. Claims review and quality assurance meetings are held quarterly or more frequently. Written reports will be provided prior to the meeting. Commercial Risk Management, Inc. adjusters have the time to keep the self-insured informed on an individual basis. We customize and personalize the details of claims handling for the self-insured to meet their individual needs. Commercial Risk Management, Inc. will act as liaison between the Florida Department of Financial Services, Division of Workers'Compensation and the self-insured. Commercial Risk Management, Inc. will provide accurate completion of all unit statistical reports required by the State. 8 Page 186 of 1324 Our reputation for high standards and our ability to provide superior service is documented by our existing accounts. The level of service we provide is achieved through a closer individualized approach to all aspects of the self-insured program. All of our claims staff are committed to maintain the highest standard of excellence not only in those new and inventive areas of claims handling but in all areas of claims concept. Our risk management information system is completely custom--designed for us, by us. Over 43 years of risk management experience has been compiled and infused into our RMI system. It handles all aspects of risk management duties including medical, indemnity, and litigation payment information, check and forms generation, claim adjusters' notations, and state-of-the-art reporting features. Since our system is maintained by our own software development staff, we can provide our clients with any type of data interface, i.e. custom imports, exports, to any other RMS. We can also provide clients with any custom reports required, in any format—hardcopy, flat-file, Excel, etc. All this customization can be done in a fraction of the time it takes the big out-of-the-box RMI systems. We also offer clients easy access to their data. All claims data is the property of the client and upon any termination will be provided to the client at no cost. We believe that all lost time and questionable injuries should be called in to the adjuster as soon as the employer has knowledge. By doing so, the adjuster can promptly begin managing and controlling the claim—investigations, medical management, and possible litigation prevention. Commercial Risk Management, Inc. offers a toll-free number that is monitored during regular business hours, Monday through Friday, 8:30 a.m. to 4:30 p.m. and staff cell phone numbers are provided for after hour needs. We will coordinate Access for hearing impaired employees. Commercial Risk Management, Inc. Loss Reports (and other required reports) will be generated as often as the clients' needs dictate. REPORTS Commercial Risk Management, Inc. will provide reports to the City of Boynton Beach, Director of Human Resources and Risk Management, as requested. Reports shall include but not be limited to: • Loss experience • Summary of claim and loss experience, broken down by injury type, injury cause, department, and location of injury • Cost, frequency and severity report • Claim activity summary(new, re-open/closed/disputed, etc.) • Claim master file listing • Detail list of claimants including current and prior claim activity • Retention level analysis • Reserve analysis detailing rationale and total cause • OSHA 300 Log – Commercial Risk Management, Inc. does not complete the OSHA Log but can assist in providing information for the City to complete. • Lost time analysis • PPO penetration • Average cost by medical provider • Number of days from date of accident to MMI date 9 Page 187 of 1324 LOSS FUND MANAGEMENT SERVICES Included in our service fee, Commercial Risk Management, Inc. will ensure all claims and payment data is included in the loss runs for the City of Boynton Beach. Commercial Risk Management, Inc. will provide loss information monthly sorted separately by policy year and department/location. Loss runs will list each claim separately. Specific summary reports will also be provided. Commercial Risk Management, Inc. will provide the following required reports: • Claims listing by Department • Check register • Cumulative report by line of coverage by year • Annual summary reports • Location report • Large loss or severity report • Safety report • Excess insurance report • Litigation report • Legal payments report • Pharmacy Penetration report • Care Management report (Telephonic/Field) Special customized reports (unless we have to do actual programming) can usually be produced on the same day requested. All of the above factors along with a strong desire to be the best, work together to provide an effective service-oriented program. The most important consideration in choosing a service company is not the lowest fixed costs, but rather the one in whom you place your confidence as being the best qualified to protect your loss fund which represents the bulk of your workers' compensation liability. 10 Page 188 of 1324 Commercial 1s Management, Inc. CLAIMS INFORMATION SYSTEM DATA EXCHANGES AND DATA MANAGEMENT Commercial Risk Management, Inc. contracts with a third party data center, and we work in a cloud environment. The servers are maintained off site in a secure building with multiple levels of security, both physical and software. Complete data backup is performed incrementally on a nightly basis with a complete backup performed weekly. Our clients can access their data via our secure website. This custom web application was developed in house by our IT team. All users that require access to the web application will be given a username and password to access the application. We enforce password requirements that comply with HIPAA standards and require users to change their password every 60 days. Our system is comprehensive, and the client will have access to their information including but not limited to: claim files, adjuster, supervisor and nurse case management notes, ability to set diary items, payment records, medical, legal and all other bills. Also included are reserve and recovery information, correspondence and forms. Our scan documents are housed in each claim file for easy access and completeness of each file. You can also summarize notes and payments. We would be happy to demonstrate our system either at your place of business, or we welcome a visit to our office in Tampa. Following is a description of our claims information reporting system as well as sample reports. CAPABILITY OF THE RISK INFORMATION MANAGEMENT SYSTEM (RIMS) Commercial Risk Management, Inc. reports are accurate and timely, flexible and customizable. We can modify existing reports or design client specific reports. (No additional charge.) Our system captures a vast amount of data and that data can be presented to the client as often as needed in the format that is meaningful to the client such as Excel that is not locked down which allows the client to manipulate the data. Commercial Risk Management, Inc. employs full time IT professionals who continue to develop and maintain the system. As this team is employed by and housed at Commercial Risk Management, Inc., there is no delay in any request for changes or upgrades requested by management, staff or client. We can customize electronic data interface with our clients, servicing partners, bill review companies, pharmacy management companies, excess carriers, and agencies. As a client you will have remote accessibility to live data and integrated scanned documents that are part of each claim file. Our reports will give the client truly worthwhile and meaningful information that will provide current, accurate and analytical data on the overall costs and in a manner acceptable to the Risk Manager. Reports Page 189 of 1324 will be provided on a monthly basis in whatever quantity is desired. These reports will indicate, but not be limited to, work location, claim number, date of accident, name, accident description, accident nature, age, sex, department/division, name and code, status of claim, actual paid, reserves, incurred. This can be separated by medical and indemnity. Standard reports are accessible via remote access (real time — live data) in a user friendly capability. Commercial Risk Management, Inc. will determine the report types and needs of the client in order to fulfill the specific needs. E-Alerts —This is another custom feature of the Commercial Risk Management, Inc. system. This feature is customized specific to the client and sends real time instant e-mail notification of action taken place in the system to you and staff. For example: form completion, indemnity payments, reserve notifications. Our technology will give you, the client, increased usability, specialized solutions, pro-active enhancement, and superior response and support that cannot be matched. Our analytic reports will assist the client with their trending needs. CRM — Risk Administration Software Claim Entry Flexible Data Entry Our system allows you to control the entry of your Workers' Compensation claims by online Notice of Injury entry via our web application secured by SSL-or you can leave the entry to us. Extensive Data Capture Our information system captures and stores more of your claim data, allowing our reports to give you the most accurate picture of your claims. Claim Processing Detailed Data Tracking The system separately tracks medical, indemnity, rehabilitation, and litigation incurred and payment information. Forms& State EDI Our system generates all required Workers' Compensation forms and stores them for future reference and/or use. State Required EDI transactions are generated and automatically uploaded. Adjuster Notes/Diaries We store all adjuster notes and diaries in our system to give you a complete picture of each individual claim. Scanned Documents We have integrated scanned documents into our system allowing you to view important claim documents, immediately,with a few mouse clicks. Duplicate Bill Identification The system identifies duplicate charges which prevents costly overpayments. E-Alerts The system sends real-time instant emails notifying you and your staff of any action that has taken place in the system. For example, notifications are currently sent to specific clients for form generation, indemnity payments, and reserve changes. Since our system is custom built and maintained by our in-house developers, we can create new email notifications for any event that occurs on a claim. Medicare Insurer Reporting Our system handles all aspects of Medicare Insurer Reporting,from querying Medicare for Page 190 of 1324 eligibility to submitting required reports directly to Medicare. (See pricing—flat-fee billed to file) Financial Management Complete Financial Management All financial aspects of your Workers' Compensation program (funding, check payments, reimbursement, recoveries, 1099s, etc.) are handled by our system, giving our reports unparalleled accuracy and detail. In-house Check and 1099 Processing We print and mail all of our checks and 1099 forms in-house—we never use third party printing services, keeping your financial data more secure. Reporting State of the Art We have incorporated today's technology into our reporting system, utilizing email, FTP, and EDI capabilities. We can deliver your reports any way you need them. Comprehensive Our system has dozens of standard reports, allowing immediate and in-depth analysis of your business. Versatile All our reports can be produced in any format you need (Excel, Hard Copy, PDF, etc.)—your data, how you want it. Customizable Our in-house programming staff will quickly and accurately modify any existing reports to your specifications or create a report of your design. Customization Completely Custom Our system has been designed for us, by us—it is completely customized—over 40 years of Risk Management and Workers' Compensation experience has been compiled and infused into our system. Completely Customizable Our in-house programmers can deliver any type of customization -data tracking, EDI, Imports, Exports, or whatever you may need—not just reports. We can give you unequalled control of your data. Custom EDI We can build any type of import or export process giving you as much or as little data as you need to interface with any other software product. If extensive programing is necessary, a fee will be determined. Timely Customizations Customization can be done in a fraction of the time it takes the big, out-of-the-box Risk Management systems. Security&Accessibility Internal Security Our modular internal security allows job-specific access to our system, preventing users from accessing parts of the system unrelated to job tasks. Internet Access and Security Our web application uses SSL certificates to give you a secure connection to your data. In addition, our web server and database server are housed in a secure facility,safely behind a Sophos Firewall to protect your data from any outside threats. 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J 0' X X J N N Z Q 0}0 w d 0 p w W U �H (6 W CC O W J L- CL Z Q V a-I O Zm Q = O a O Z O U t 0 U co J LU Z LU LL O W c� LaL Q m N W = d Q 0 t d en W W 41 00 O N m O Q G O 0 Z W W 0 = Lu 0 N O Y O N J W 0 u) 00 J LL O N N O co = Q 1 O a z Q } z Y P O = O z m c� = m 0O c� = J 3 Cr 0 LL J J LL G = W Y (n O J LL Q W G U Q G G 0 (n Q 0 Vjy 0: O 0: O 0: N w O Ln -zt m ci 00 m I, � w Ln N m O ci � n O ci o0 G1 U o: O N Q O m m ci Ln ci ci m m m Ln Ln m m Ln m m ci m m m 0 i LL LL Q a C7 Vf ----- m w m ci Ln ci ci m m m Ln Ln m m Ln io io ci m m m F- m •� 6 +, LM cm m U U LL N Q N LL 4- 0 LLJ V) (6 L N o � Z LLI „i (6 LL p a to 1 ? � s c _ U Q _ - O LL 0 LU V) LL D a� � I it s, (ill rV Q LL o o _ LL cc LLJ y Y N L F— tws LL O Q 0 GROUP:000-"COMPANY NAME" Charged/Paid List by Provider 01/01/11 to 12/31/11 S } r J \ 1 r J \ � 1�ll tr z t t } f LNI�_ 01-2345678 ADVENTIST HEALTH SYSTEMS SUNBELT 675.00 295.56 01-2345679 ALEXANDER ORTHOPAEDIC ASSOC 1,367.00 536.36 01-2345680 ALL FLORIDA ORTHOPAEDIC ASSOC. (133.00) (133.00) 01-2345681 AMERICAN INVESTIGATIONS MGMT. 6,286.00 6,286.00 01-2345682 BANKER LOPEZ GASSLER P.A. 2,245.50 2,245.50' 01-2345683 BARAS, DAVID 40.00 40.00 01-2345684 BAYFRONT ANESTHESIA SVCS PA 4,280.00 1,371.29 01-2345685 BAYFRONT HOME HEALTH CARE, LLC 2,550.00 2,550.00 01-2345686 BAYFRONT MEDICAL CENTER 239,660.09 93,562.49 01-2345687 BAYFRONT SAME DAY SURGERY 14,448.00 3,195.00 01-2345688 COASTAL ORTHOPEDICS& SPORTS MEDICINE OF SW FL PA 354.00 191.10 01-2345689 CONVENIENT CARE 38,012.12 33,499.76 01-2345690 Clearwater Surgical Associates 579.34 339.00 01-2345691 EMERGENCY MED ASSOC OF FLORIDA 12,489.00 2,999.00 01-2345692 FINN, CHARLES 20,310.00 7,050.60' 01-2345693 FLORIDA GULF COAST TRANSPORTATION, LLC 259.66 259.66 01-2345694 GREENBERG, WILLIAM 4,165.00 1,654.29 01-2345695 GULF TO BAY ANESTHESIOLOGY ASSOC 1,656.00 327.34 01-2345696 INJURED WORKERS PHARMACY, LLC 8,929.30 8,276.56' 01-2345697 INSIGHT REHAB INC. 60,961.22 46,417.72 01-2345698 LABORATORY PHYSICIANS 1,884.00 605.00 01-2345699 LABRADOR, GENCARLOS 393.00 280.00 01-2345700 LAW OFFICES OF JAMES H SMITH, PL 33,725.72 33,725.72' 01-2345701 LOWRY, W 1,062.00 612.00 01-2345702 MENDELBLATT, FRANK 530.00 223.20 01-2345703 MOBILITY EXPRESS 197.17 197.17 01-2345704 MORRISON CHIROPRACTIC P.A. 125.00 60.87+ 01-2345705 ORLICK& BERGER 2,640.00 1,719.50 TOTALS 459,691.12 248,387.69 Paid by Provider -This report represents the amount paid to specific provider within a specific date with the Total Charge and Payment made. 5/14/2018 3:08 PM Commercial Risk Management,Inc. Page 201 of 1324 J J J J J J J J Ul �� t_ LL LL LL LL LL LL LL LL � � 1 oR u m ff � Lr m c m lioo nN E o s.*' u �lls,_SF�'thitt'tF�v2U flFj t O O ll 0 0 llll 0 0 0 W y rn o 0 0 0 (Y)m m N W �O N 0 oo N { t m n m O m W c Nclj Ln oo ^ Clef ( +tt kD W ffk fj �f11f((E( m O N O CLO C oo W jSsffD a rn m a om o m a »J o in o o rn r rn o of £tf t W N N Ol r, cy to N ... tttt f� it. N N m I� N W 9 ++ LU E Ln W z Ln Ln S L G K K N W Z Z JZ J Z Z W J Z t V } Q } Q Q Q } Q V Q L Z = = = =(r Z (r O W W O w a fr ? O Q d Z LL Z W ZW Z LL Z W Z (7 (7 (7 Z W K W K K K W K Z K b.0 «r 0 0 0 L' O O O O C h+ r va W � C oo oo Ln ^ o cofir' N n O c c N rt�' in N m o o m\ m\ +, rl,,. fttsrrr, U II '„ ffj i ++ a r J 2 W W p W Q O w w J O p w U m O O O w w p to 0 Z 0 0F N STATEMENT OF ORGANIZATION A. Commercial Risk Management, Inc. (CRM) B. Incorporated 1975, State of Florida C. Corporation D. Tax ID 59-1346411 E. Commercial Risk Management, Inc. Commercial Risk Management, Inc. P.O. Box 18366 1715 N. Westshore Boulevard, Suite 280 Tampa FL 33679 Tampa FL 33607 Phone: 813-289-3900 FAX: 813-289-3771 Email: stheis@crm-su.com F. No local office G. Susan E. Theis Sharon Anderson Lorie Dove CRM CRM CRM P.O. Box 18366 P.O. 18366 P.O. 18366 Tampa FL 33679 Tampa FL 33679 Tampa FL 33679 stheis@crm-su.com sanderson@crm-su.com ldove@crm-su.com 813-289-3900, x305 813-289-3900, x308 813-289-3900, x322 H. No. I. Susan E. Theis 813-289-3900, x305 stheis@crm-su.com P.O. Box 18366, Tampa FL 33679 J. Sharon Anderson 813-289-3900, x308 sanderson@crm-su.com P.O. Box 18366, Tampa FL 33679 K. Commercial Risk Management, Inc. does not have any conflicts of interest regarding this Request for Proposal. Commercial Risk Management, Inc. does not have any current or pending litigations relating to the performance of requested surveying services in which we are a party. Commercial Risk Management, Inc. is not being investigated, and we have not had an adverse determination by any legal or administrative body. L. There have been no ownership changes to Commercial Risk Management, Inc. in the past three years. We do not anticipate any ownership changes, mergers, acquisitions or any other changes within six months of the due date, November 2, 2018 at 2:30 p.m. Page 203 of 1324 CHIEF FINANCIAL OFFICER JIMMY PATRONIS STATE OF FLORIDA February 16,2018 Ms. Susan E. Theis President f 1715 N. Westshore Blvd, Suite 280 , E Tampa,Florida 33607 s , Re: Qualified Servicing Entity Annual Report Commercial Risk Management Dear Ms. Theis: The Qualified Servicing Entity Annual Report Form for your company has been received. I have reviewed this report and found that your company is in compliance with Rule Chapter 69L-5.230(11) F.A.C. (Retaining Authorization as a Qualified Servicing Entity). This letter will confirm that your company has been recertified for the period March 1,2018 through February 28,2019. Attached is a copy of Form DFS-F2-SI-23 (Qualified. Servicing Entity Annual Report Form), to be used for future filing as we no longer mail the form prior to the due date. Also attached is a copy of Form DFS-F2-SI-19 (Certification of Servicing for Self-Insurers),this form is to be completed within thirty(30)days after entering into a contract for servicing. Your next annual report is due in our office no later than March 1,2019. Should you have any questions or need further assistance,please contact me at(850)413-1784. S*ncerely, wayManning Insurance Administrator Attachments FLORIDA DEPARTMENT OF FINANCIAL SERVICES Dwayne Manning•Insurance Administrator Division of Workers'Compensation a Bureau of Financial Accountability 200 East Gaines Street• Tallahassee,Florida 32399-4221• Tel.850-413-1784•Fax 850-414-2244 Email•t)wayne.Mmikg@Myfloridacfo.com AFFI RMATWE ACTION• BQUAL OPPORTUNUY I:MPLOYL'R Page 204 of 1324 QUALIFICATIONS AND EXPERIENCE OF FIRM AND TEAM 1. Oualifications and Demonstrated Experience Commercial Risk Management, Inc. has handled workers'compensation claims in Florida from our office in Tampa since 1975. We currently have three active co-owners, one quality assurance specialist, four supervisors, 20 adjusters, support staff of 21, and an in house IT Department. We desire and have a long- term relationship with our clients. Many clients have been with us for 20 or more years. We have a great deal of experience with municipalities to include City of Tampa, Pasco County Board of County Commissioners, City of Bartow, City of Boynton Beach, Hillsborough County Sheriffs Office, and Polk County Board of County Commissioners. Polk County Board of County Commissioners came to us in January 1980, and we serviced their account until 1992 when a change in their Risk Management Department took place. They came back to Commercial Risk Management, Inc. four and a half years later and have been with us currently since October 1997. The tenure of our staff has been very consistent, and is one of the benefits of choosing Commercial Risk Management, Inc. Over 50% of our team has been with Commercial Risk Management ten plus years. Communication is an absolute key player in our role as claims administrator and is the only way for everyone involved to make an informed decision. Commercial Risk Management, Inc. excels in listening and communicating which has positively impacted the City of Boynton Beach by producing the outcomes it expects. If Commercial Risk Management, Inc. says we will follow through on a task, it will be done. Because we have developed good listening skills, we can move forward quickly in managing every aspect of a claim and we know what our client anticipates as the end result. Our adjusters have the time it takes to manage providers of every specialty including medical providers, DME, pharmacy and legal. We pay attention to the reserve and know when changes need to be made and when the client wants to have a discussion and documentation about the changes. If the adjuster senses"red flag"warnings either from the injured worker directly, or through medical data, he/she knows that immediate conversation with the client is imperative so that a strategic plan can be initiated. Delivering what we promise by taking action immediately and communicating with the City of Boynton Beach has controlled the cost of its workers' compensation program. Commercial Risk Management, Inc. believes that it is an extension of its client. We understand the City of Boynton Beach's vision and work toward that vision. Having regular discussions with the decision makers within the City of Boynton Beach has allowed us to know and understand its perspective for claims resolution. By providing solid support to the City of Boynton Beach in every aspect of claims management, we have helped to underscore its strengths. Securing an alliance with Commercial Risk Management, Inc. is a winning combination for the City of Boynton Beach because we will advance the goals and outcomes anticipated by the City of Boynton Beach, reduce and control claims costs and lend unyielding support for its overall vision of the workers' compensation program. We have handled the Pasco County Board of County Commissioners workers' compensation claims since 1988 and the City of Tampa since 2002. The City of Boynton Beach and the Hillsborough County Sheriffs Office joined us in 2008, Manatee County in 2009, Reedy Creek Improvement District and the City of Ocoee in 2010, and the City of Venice in 2012. The City of St. Petersburg joined us in 2016. We also administer workers'compensation for HART(2013)and PSTA(2014). The City of Cape Coral joined us this year. They, like other municipalities we have serviced, have a wide variety of routine indemnity and medical only claims, Page 205 of 1324 complicated indemnity and medical only claims, litigated claims, and catastrophic claims as well as injuries and claims that may be unique to law enforcement, firefighters, and paramedics. Managing claims for municipalities requires a unique and specialized set of skills. Commercial Risk Management, Inc. has 11 adjusters and four supervisors who have been specifically trained in the investigation of and management of claims involving the Heart and Lung and First Responders legislation as well as claims involving an injury with"malicious intent". Each municipal client has its own policy and procedures with regard to the management of these anomalous claims, depending on the structure of their organization and Human Resource environment. Commercial Risk Management, Inc. has been successful in collaborating with its clients in establishing a distinct program particularly targeting the Heart and Lung/First Responders claims. This includes identifying cardiologists who understand the Heart and Lung presumption, nurse case managers who specialize in the management and coordination of treatment and return to work and, if needed, legal partners to assist in mitigating the exposure in these potentially costly claims. Because of our level of expertise, we have seen a reduction in litigation and overall employee dissatisfaction that many times accompanies the Heart and Lung/First Responders claims. Effective 10/1/18 we have new PTSD legislation for first responders. CRM has been proactive in preparing for this legislation. We have consulted with our defense attorneys throughout the State regarding the investigation and management of these claims. Our claims staff has been trained on this new legislation. We have compiled a list of psychiatrists who will best be able to evaluate first responders who file claims for PTSD. Commercial Risk Management, Inc. has assisted several clients including the City of Tampa in establishing the logistics of the workflow for their Wellness Centers. Each client has varying Wellness programs including owning and operating within the governmental entity to subcontracting the management of the Wellness Center to another provider. Commercial Risk Management, Inc. has integrated each program within the specific guidelines of the governmental agency and has helped coordinate data interchange, billing, forms, reports and referrals commensurate with the respective workers'compensation programs. The City of Bartow has been a Commercial Risk Management, Inc. client since June, 1988.As a self-insured, they have purchased their workers' compensation excess insurance from Midwest Employers Casualty Company for the City since 1996. A BenchComo Analysis Report was completed by Midwest Employers Casualty Company for the City in August, 2001. The City of Bartow, like most municipalities, has a 24-hour operation. The BenchComo Analysis Report indicated that overall the City performed 73% better than its peers. The reduction in costs translated into substantial savings for taxpayers." (Midwest Employers Casualty Company) We feel the success of the workers' compensation program depends on an active participation with the client. Our claims service will be attuned to the special needs, requests and requirements of the client. We will meet and exceed your expectations. We value your business. 2. Key Personnel Commercial Risk Management, Inc. believes that the success of a workers'compensation program depends on the active participation with the self-insured client. Our services and key personnel are attuned to the special needs, requests and requirements of the City of Boynton Beach. Consistency in the claims team is a key benefit to partnering with Commercial Risk Management, Inc Our average tenure of senior adjusters is fourteen years. Since the inception of our relationship in 2008, we have provided an experienced and qualified account executive, supervisor and dedicated lost time and Page 206 of 1324 medical only adjuster to manage the City of Boynton Beach claims. We have made no changes to the claims team without prior approval. There has been one change in these ten years in the lost time/litigated adjuster for the City of Boynton Beach, and this change was only because of a serious illness. The previous supervisor for the City of Boynton Beach recently retired after twenty years with Commercial Risk Management, Inc. and the current supervisor has been with us since 2002. The account claims management team will remain as listed below: (Resumes attached) Sharon Anderson —Account Executive and Chief Claims Officer Lorie Dove—Chief Operations Officer Marissa Shearer—Quality Assurance Specialist Cathy Weiser—Claims Supervisor Suzann Newhouse— Senior Claims Specialist Keyla Arroyo—Claims Representative Suzann Newhouse has been in the industry for many years and has managed the City of Boynton Beach claims since 2012. She has the experience necessary to manage the most complicated of claims and has worked extensively with the City of Boynton Beach management and legal team to mitigate potential exposure and pursue all potential recoveries. Ms. Newhouse is particularly adept at investigating and determining compensability of those claims unique to municipalities and has a complete understanding of the City of Boynton Beach's workers'compensation program. Keyla Arroyo works closely with the City of Boynton Beach team and Suzann Newhouse in managing medical only claims. She has the experience necessary to recognize claims that need further investigation such as major contributing cause and potential fraud. Ms. Arroyo has been successful in pursuing potential third party recoveries for the City of Boynton Beach. 3. Proiect Assignments City of Boynton Beach Commercial Risk Management, Inc. provides quarterly claims review meetings with key personnel at the City of Boynton Beach. At least twice per year, a live meeting is held at the City of Boynton Beach with not only the Commercial Risk Management, Inc. claims team, but also the defense attorney and field case manager. All lost time and litigated claims as well as any significant medical only claims are discussed at every meeting. Strategic plans are established for mitigating exposure to the City. Reports from the pharmacy management program are reviewed and changes or enhancements are deliberated. The claims team at Commercial Risk Management, Inc. works collaboratively with the defense attorney on selecting specific medical providers who understand workers'compensation and who also understand the City's program. It is extremely important to have the appropriate medical providers involved in delivering superior, state-of-the-art medical care while maintaining an awareness of the nuances and complexities involved in treating a workers'compensation patient. Commercial Risk Management, Inc. is always proactive when faced with new legislation or new case law. The claims team worked diligently on devising a protocol for investigating and managing claims under the heart presumption. This greatly assisted the City in minimizing potential costly exposure. In anticipation of the PTSD law effective 10-1-18, Commercial Risk Management, Inc. has participated in, and hosted several discussions with defense attorneys and claims professionals around the state. We have established a clear set of instructions for investigation and compensability determination in the event a claim is brought forward for PTSD. Further, Commercial Risk Management, Inc. has actively researched and organized psychiatrists around the state who will be able to evaluate and interpret the specific criteria established by the PTSD law. Page 207 of 1324 Each year, Commercial Risk Management, Inc.'s Chief Claims Officer provides the City of Boynton Beach with a stewardship presentation. The City's data is used to prepare graphs and charts on claims development and trends. Charts with detail identifying increases in types of injuries or causes of injuries are included as well as analytical reports to assist in predicting future claims exposure. Examples of some reports are attached. Page 208 of 1324 „. Commercial Risk Management, Inc. Solving YOUr Wk)rkei-s' Coi-i-jl-.)ei-is,ition Puzzle Susan E. Theis, CWC, Owner/President/Chief Executive Officer Ms. Theis has been with Commercial Risk Management, Inc. since 1980. She holds an All Lines adjuster license in the state of Florida and is Board t Certified in Workers' Compensation with the Florida Department of Insurance, Division of Workers Compensation. Ms. Theis has held many positions at Commercial Risk Management, Inc.; becoming the President in 1998. She became co-owner of Commercial Risk Management, Inc. in December of 2011. Ms. Theis is a member of the Workers' Compensation Claims Professionals and attends Public Risk Management Association meetings. She is a Board Member of the Florida Association of Self-Insureds. Ms. Theis has worked with individual self-insured employers since 1980 and understands the need for flexibility, stability and paramount customer service in order to make a program successful. Ms. Theis has assisted in educational programs for certain key employees and/or departments at a self-insured client's request. In her current position at Commercial Risk Management, Inc., Ms. Theis oversees the administration of and assures the success of the workers' compensation programs. She coordinates and assists with financial discussions (outstanding liabilities) with each self-insured client. Ms. Theis provides all Unit Stat and Outstanding Liability reporting to the Department of Financial Services, Workers' Compensation Division. She selects and assists in supervising the staff and dedicated unit for each program. Page 209 of 1324 „. Commercial Risk Management, Inc. Solving YOUr Wk)rkei-s' Coi-i-jl-.)ei-is,ition Puzzle Sharon L. Anderson, CWC, Owner/Corporate Vice President/Chief Claims Officer Ms. Anderson has been with Commercial Risk Management, Inc. since X11 , 1980. She has a B.S. degree in Marketing and Business Management from the University of Tampa. She holds an All Lines adjuster license in the state of Florida and is Board Certified in Workers' Compensation with the Florida Department of Insurance, Division of Workers Compensation. Ms. Anderson has held many positions at Commercial Risk Management, Inc.; becoming the Vice President of Claims in 1998. She became co-owner of Commercial Risk Management, Inc. in December of 2011. Ms. Anderson is a member of the Workers' Compensation Claims Professionals, Florida Association of Self-Insureds and attends Public Risk Management Association meetings. She has worked with individual self-insured employers since 1980 and understands the need for flexibility, stability and paramount customer service in order to make a program successful. Ms. Anderson has assisted in educational programs for certain key employees and/or departments at a self-insured client's request. She has also assisted in developing return-to-work or light duty programs for self-insured clients. Ms. Anderson's current position at Commercial Risk Management, Inc. is to oversee the claims department operation and assuring client satisfaction. She is responsible for hiring, training, and supervising of the claims teams, including the supervisors, adjusters and assistants. Ms. Anderson ensures that the claims staff maintains a manageable caseload by reviewing total incoming claim assignments and monthly open claims count for each adjuster. She performs file audits and reviews of each adjuster to ensure adherence to Commercial Risk Management, Inc. Best Practices. Ms. Anderson attends claims review meetings and provides yearly Stewardship Reports for clients, which includes detailed statistical and trending information as well as recommendations for improvement of the overall program. She also provides comparative reports regarding claims unique to certain types of employment or specific groups of employers. Page 210 of 1324 „. Commercial Risk Management, Inc. Solving YOUr Wk)rkei-s' Coi-i-jl-.)ei-is,ition Puzzle Lorie D. Dove, CWCL, Owner/Corporate Officer/Chief Operations Officer Ms. Dove has been with Commercial Risk Management, Inc. since 1983. She has an A.S. degree in Accounting and holds an All Lines adjuster license in the state of Florida. She is a member of the Workers' Compensation Claims Professionals and is Board Certified in Workers' Compensation Litigation with the Florida Department of Insurance, Division of Workers' Compensation. Ms. Dove has held many positions at �Tins Commercial Risk Management, Inc.; becoming the Vice President of Operations in 2004. She became co-owner of Commercial Risk Management, Inc. in December of 2011. Ms. Dove serves on the Executive Board of Directors as Chairperson for the Workers' Compensation Claims Professionals. She has been a Board member since December of 2011 and previously held the position of Secretary. The position she holds is dedicated to the purpose of raising the level of the professionalism in the Workers' Compensation Claims Community through education and communication. Ms. Dove's current position at Commercial Risk Management, Inc. is to oversee the financial and reporting component of the self-insured program. She is responsible for hiring, training, and supervising of the account management positions along with additional clerical positions to insure accurate data following a strict internal control from an SSAE 16 standpoint. Ms. Dove is also the systems administrator for our custom software. She manages all aspects of the software including supervision of the in-house programmers, supervises all importing/exporting, and oversees the conversion of all new clients. Ms. Dove is responsible for all custom reporting for the clients, and is also the Account Manager for all clients for the MMSEA Section 111 Mandatory Reporting to CMS. She continues to manage the Florida Self-Insurers Guaranty Association, Inc. program which represents all insolvent self-insured accounts handled by the State of Florida. Page 211 of 1324 „. Commercial Risk Management, Inc. Solving YOUr Wk)rkei-s' Coi-i-jl-.)ei-is,ition Puzzle Marissa Shearer, CWC, Quality Assurance Specialist Ms. Shearer joined Commercial Risk Management, Inc. in April 2017 as a full {t1`i 3 6ii tt4f J}o � time employee. She has been employed with Commercial Risk Management, t.. Inc. since 2008. She is a graduate of the University of South Florida with a Bachelor of Arts degree in English Literature. Ms. Shearer has an All Lines adjuster license in the State of Florida and is a member of the Workers' III Compensation Claims Professionals. She is working toward her Board Certification in Workers' Compensation with the Florida Department of Insurance, Division of Workers' Compensation. Ms. Shearer has also worked for the Workers' Compensation Claims Professionals as Marketing/Conference Manager and for H. Lee Moffitt Cancer Center & Research Institute as an Oncologist Technician. Ms. Shearer has held varying positions within Commercial Risk Management, Inc. Because of her proven ability to excel in every assignment, she was promoted to the position of Quality Assurance Specialist in April 2017. Ms. Shearer's leadership skills have allowed her to naturally succeed in the supervision of the adjusting team's submission of all forms and initial payments. She ensures forms are properly submitted via EDI to the Division of Workers' Compensation, including the timely filing of the First Report of Injury or Illness. Ms. Shearer also monitors lost time claims to ensure timeliness of initial indemnity payments or denials, Impairment Income Benefits and co-payment notification letters. She handles all aspects of Claims EDI and Medical EDI. She manages all information on the CPS (Centralized Performance System) for each self-insured client and coordinates responses from bill review and pharmacy management companies when necessary. Ms. Shearer works directly with the Division of Workers' Compensation for State audits. She handles all filings with SDTF and CMS for recovery. Ms. Shearer also mentors and provides technical training to the adjusting staff. Page 212 of 1324 „. Commercial Risk Management, Inc. Solving YOUr Wk)rkei-s' Coi-i-jl-.)ei-is,ition Puzzle Cathy Weiser, CWCL, Claims Supervisor Ms. Weiser has been employed by Commercial Risk Management, Inc. since \ 2002. She has been in the workers' compensation industry since 1990 and has been handling lost time and litigated claims since 1998. Ms. Weiser is a member of the Workers' Compensation Claims Professionals and has attended special training sessions designed to enhance her knowledge of investigating, evaluating and managing complicated workers' compensation claims. She is Board Certified in Workers' Compensation Litigation with the Florida Department of Insurance, Division of Workers' Compensation. In her current position, Ms. Weiser supervises the daily claims handling of adjusters assigned to self- insured employers for whom she is responsible. She works directly with the self-insured client in making sure that information is exchanged promptly and appropriately. Ms. Weiser reviews all incoming claims, assigns to the appropriate adjuster with special handling instructions and monitors all claims until their conclusion. She coordinates quarterly claims review meetings including coordinating any bill review or pharmacy management company reports. Ms. Weiser has a complete understanding of the complexities involved in the heart and first responder presumptive laws to include F.S. 112.18, F.S. 112.181 and F.S. 112.185. She understands the proper application of Medicare-Set-Aside guidelines and has the intuitive resolve to recognize and pursue potential fraud under the Statute. Ms. Weiser has the experience to manage all claims including catastrophic claims and claims involving third party recoveries, the reinsurance carrier and Special Disability Trust Fund claims. Ms. Weiser has managed claims for self insured employers since 1998 and; therefore, understands the nature of the relationships between, and the importance of communication with each department, Risk Management and the adjuster. She has assisted in the development of preferred providers for the self insured employer, including assisting in the selection of the defense team and coordination of the development of the employer's Wellness Center. Page 213 of 1324 „. Commercial Risk Management, Inc. Solving YOUr Wk)rkei-s' Coi-i-jl-.)ei-is,ition Puzzle Suzann Newhouse, CWC, Senior Claims Specialist Ms. Newhouse has been employed by Commercial Risk Management, Inc. �i tis PYi alit �,t sb; since 1993. She has been in the workers' compensation industry since 1991 and has an Associate of Arts degree in Merchandising. Ms. Newhouse is a member of the Workers' Compensation Claims _F F Professionals and has attended special training sessions designed to enhance her knowledge of investigating, evaluating and managing complicated workers' compensation claims. She is Board Certified in Workers' Compensation with the Florida Department of Insurance, Division of Workers' Compensation. Ms. Newhouse manages complicated lost time and litigated claims from inception to closure. She has a complete understanding of the complexities involved in the heart and first responder presumptive laws to include F.S. 112.18, F.S. 112.181 and F.S. 112.185. She fully participates in settlement negotiations, mediations and court proceedings and has offered her expert testimony on multiple occasions in depositions and final hearings. Ms. Newhouse understands the proper application of Medicare-Set-Aside guidelines and has the intuitive resolve to recognize and pursue potential fraud under the Statute. She has the experience to manage all claims including catastrophic claims and claims involving third party recoveries, the reinsurance carrier and Special Disability Trust Fund claims. Ms. Newhouse has managed claims for self insured employers since 1991 and; therefore, understands the nature of the relationships between, and the importance of communication with each department, Risk Management and the adjuster. She has assisted in the development of preferred providers for the self-insured employer, including assisting in the selection of the defense team. Ms. Newhouse not only has the knowledge and experience to recognize potential fraudulent claims, but she also has the tenacity to collect the necessary documentation in order to have a successfully prosecuted claim. Page 214 of 1324 „. Commercial Risk Management, Inc. Solving YOUr Wk)rkei-s' Coi-i-jl-.)ei-is,ition Puzzle Keyla Arroyo, Claims Representative Ms. Arroyo joined Commercial Risk Management, Inc. in July 2016. Ms. Arroyo is fully licensed and is a member of the Workers' Compensation Claims Professionals. She has attended classes specifically designed to enhance her knowledge in investigation, compensability determination and overall management of workers' compensation claims. Ms. Arroyo is proficient in managing any aspect of a medical only claim. Ms. Arroyo understands the importance of the attention to detail required of medical only claims as these are the claims that, when neglected, can become potentially costly claims. She has the experience necessary to identify issues that require further investigation including subrogation, major contributing cause and fraudulent activity. Ms. Arroyo has been successful in pursuing and collecting subrogation recoveries for her clients and for preparing cases for denial based on major contributing cause or potential fraud. She is attuned to the needs unique to self-insured employers and works closely with her clients in the daily management of their claims. Page 215 of 1324 Commercial0 Risk Management, Inc. Solving 'o it or kk ei-s' Coir-y-)ci s,,ir:ioti PUZZ10,, COMMERCIAL RISK MANAGEMENT,INC.'S BEST PRACTICES Three Point Contact for Indemnity Claims For all indemnity claims, aggressive efforts will be made to contact the employer, injured worker and medical provider within 24 hours. If applicable, witnesses should also be contacted. All contacts or attempted contacts will be documented. Initial file set ups and timely referral to the adjuster is imperative to meet the best practice for timely contacts. The standard of measurement used for this best practice is contact by the adjuster within 24 hours of knowledge of a lost-time claim with: • The injured worker • The medical provider (or nurse case manager, if he/she has made contact with the medical provider) • The employer to discuss transitional duty arrangements (or nurse case manager if he/she has made contact with the employer to facilitate transitional duty assignment) Investigation_ Investigations should be completed within 14 days from receipt of claim or sooner if required by statute. Documentation will be complete and indicate any reason for further investigation beyond 14 days. The initial investigation of a claim sets the tone for the life of a claim. It requires timely and thorough fact gathering, which makes aggressive case management possible. The adjuster will make a determination regarding the compensability of a claim on every claim and always in conjunction with the client. Because of our acute sensitivity to the litigious nature of this business, sometimes these decisions are based on a specific strategic plan agreed upon by Commercial Risk Management, Inc. and the client. Oftentimes, other "employment" issues may impact the ultimate decision on a claim and this is why it is imperative that decisions not be made in "textbook"fashion, but as a strategic alliance. Compensability determination is a key element of a claims investigation. P.O.Box 18366 Tainpa,FL 33679 PH: (813)289-3900 Fax: (813)289-3771 Page 1 of 4 Page 216 of 1324 An initial investigation has many components that may include, but not be limited to: • Index • Field investigations • Recorded statements • Lost wage information • Police reports • Securing any other applicable records The lack of investigating and documenting any or all of the components can adversely impact the future exposure of a claim. Subrogation/Recoveries Within 14 days of receiving the claim, the adjuster will identify any third parties and assess the potential of recovery. Each claim where there is a potential for subrogation will be discussed thoroughly with the client and proper lien notification will be issued. Investigation and subrogation will be pursued on an aggressive basis. Also, the adjuster will monitor future potential for offsets and information regarding social security benefits, unemployment benefits or other potential offsets which may exist and pursue accordingly as the claim develops. The adjuster will review all files for any existing Special Disability Trust Fund reimbursements and will secure regular, timely reimbursements. The adjuster will report claims to the excess carrier when the specific thresholds are met and will continue to update and request reimbursement as payments dictate or as required by the carrier. Reserving The initial reserve needs to he established upon receipt of the claim. Reserving is not an exact science and some exposures cannot be foreseen on the front end of a claim. As a result, reserves are subject to change. The adjusters should, however, attempt to forecast the probable payout for each claim and reserve accordingly. Any reserve increase of $20K or more for lost time claims or $5K or more for medical only clams will be reviewed by a supervisor. Reserves are reviewed as developments occur and at every diary. Reserve approvals will be customized at client's request. Action Plan The primary responsibility of all adjusters is the fair and reasonable resolution of claims. File closure must he considered and action plans addressed to effect closure every time a file is reviewed. Page 2 of 4 Page 217 of 1324 Initially, each file is reviewed as activity dictates for lost time claims and should reflect updated action plans for open items and supervisor involvement in critical issues. The adjuster shall document plan of action, strategic plan or status of same on each lost time claim at every diary review. The documented plan may also be necessary and will be completed on serious medical only claims. Case Mana_eg ment Telephonic or outside case management can he a very effective tool, if used appropriately, for maintaining control of the overall outcome of some claims. The Commercial Risk Management, Inc. caseload per senior lost time adjuster is maintained at 130 files. This enables the adjuster to manage all aspects of the workers' compensation claim, disability, medical, and litigation. The adjuster stays in contact with the injured worker, the employer, the physician and the attorney. The adjuster, because of the caseload and experience, has the ability to recognize the need for outside case management, either medical or vocational. The adjuster does perform much of the telephonic case management that is needed without additional cost to the file. Medical case management may be utilized on catastrophic injuries, complicated medical issues, or other situations where the adjuster feels it necessary and it will benefit the claim from either a medical or a cost containment standpoint. Vocational case management may be utilized where a return to work is not an option and the claim or defense of a claim may benefit. No assignment will be made without prior approval from the client/employer. In all cases, the case manager will work directly with the adjuster on a one to one basis. The case management is supervised by the adjuster for an initial assignment or for continued necessity or for limited task assignment. Utilization Review/Peer Review Utilization review and/or peer review are an integral part of controlling the overall cost of claims. Choosing the right provider in workers' compensation is a very important part of the claim process and cost containment. The Commercial Risk Management, Inc. adjuster chooses providers in the State of Florida who understand the workers compensation process and generally do not practice over utilization. If, in spite of our efforts the adjuster or supervisor recognizes the need for peer review or utilization audit, one will be performed. Examples may be excessive use of pharmacy, therapy,prolonged treatment, etc. Supervisor Reviews Within 14 days of receipt of assignment, the supervisor is to follow up on any lost time or questionable file to ensure that the adjuster has appropriately investigated the case where there is an investigation or issues that have been identified. Page 3 of 4 Page 218 of 1324 After initial assignment to adjuster, supervisor will follow and document any lost time, questionable or investigated claims within 14 days to be sure that appropriate investigation has taken place. Subsequently, the supervisor will continue to monitor claims as activity dictates. Supervisor may also document involvement or review of. Files transferred; reserve increases; medical only claims open over specified period of time; questions and discussions with adjusters, subrogation; SDTF; excess retentions; etc. Communication Timely and thorough contact is one of the key components that makes up a successful claims management program. Numerous contact attempts should he made in follow up with the injured worker. During periods of disability, employees often feel disassociated from their employer. Subsequently connecting with the employee will assist in keeping the adjuster up-to-date on all pertinent claim issues and assist in maintaining a positive, supportive relationship with the injured employee. Contact should be made with the injured worker at least every four weeks during periods of total disability and then as deemed appropriate by adjuster and supervisor/employer until full duty return to work. This contact is to be coordinated with and through the appropriate employer contact. Contact with the client's defense attorney and the employee's attorney is equally important. Often the client may have pertinent information regarding an injured worker, i.e., information filtered through other employees. Litigation Management Adjusters must he able to clearly state their objective to the defense counsel. They must work together to plan a litigation strategy that will produce optimum claim resolution. Documentation of a litigation plan is needed every 90 days or as file dictates. 10/30/18 Page 4 of 4 Page 219 of 1324 REFERENCES FOR Commercial Risk Management, Inc. NAME OF FIRM MOM Company Name: Hillsborough County Sheriff's Office Address: P.O. Box 3371 Tampa FL 33601 Contact Name: Nikki Smith Phone: Fax: E-Mail: 813 -247-0957 813-247-8100 mrsmith@hcso.tampa.fl.0 offmm Company Name: Polk County Board of Count Commissioners Address: A806, P.O. Box 9005 Bartow FL 33831 Contact Name: Mitch St. Jean Phone: Fax: E-Mail: mitchstjean@ 863 -534--5268 863-519-4726 polk-count .net F Company Name: Pasco County BOCC Address: 7536 State Street New fort Richey FL 34654 Contact Name: Steve Whitaker Phone: Fax: E-Mail: 727-847-8028 727-847-8992 swhitaker@ a8cocount fl.net a Company Name: Manatee County, Florida Address: P.O. Box 1000, Bradenton FL 34206 Contact Name: Linda Klasing Phone: Fax: E-Mail: 941-745-3750 941-745-3774 linda.klasiug@mytaanatee.org THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO Be CONSIDERED 35 COMPLETE AND ACCEPTABLE. RFP No.004.1710-19/1T Page 220 of 1324 REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY,AND CASUALTY CLAIMS RFP No.: 004.1710-19IIT COST PROPOSAL FORM Proposers should use this form for submitting its Cost Proposal. The price shall be fixed and firm and should be fully burdened to Include all necessary elements such as but not limited to salary, general administrative expenses, travel, mileage, overhead and fee/profit needed to perform all of the services described under this solicitation. PAYMENT SCHEDULE 2018 Projected Na of Cl I s Claim-Rate 1) WORKERS' COMPENSATION: MEDICAL ONLY 76 INDEMNITY 14 OR—FLATMQNTHLYFEE $2,656.00 ADDITIONAL SERVICES: $5.00 Query/$50.00 Initial/$25.00 Final MEDICARE REPORTING (Monthly Fee) Allocated to claim woX PER CLAIM COST FOR PRIOR CLAIMS FILES zclded Conmercial Risk Management, Inc. is not offering a Proposal on the AL/GL-Services. 2) PROPERTY AND CASUALTY: AUTO LIABILITY BODILY INJURY 4 AUTO LIABILITY PROPERTY DAMAGE 1 AUTO PHYSICAL DAMAGE 0 GENERAL LIABILITY BODILY INJURY 4 GEN. LIABILITY PROPERTY DAMAGE 4 PROFESSIONAL LIABILITY 0 PROPERTY 1 THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 31 COMPLME AND ACCEPTABLE. RFP No.004-1710-1911T Page 221 of 1324 REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-1911T COST PROPOSAL FORM (CONTINUED) P&LAENT SCWEDULE 2018 Projected No. of Claims Claim R to ELECTRONIC INCIDENTS 0 N/A OR FLAT MQNTNLY FEE NI A,� ADDITIONAL SERVICES; MEDICARE REPORTING (Monthly Fee) NIA /MO. PER CLAIM COST FOR PRIOR CLAIMS FILES N/A "The City reserves the right to Workers' Compensation and Property and Casualty either to the same or separate company.*" Commercial. Risk Management, Inc. �v y COMPANY NAME AUTHORIZED SIGNATURE B1{ 3_ ) 289-3900 Susan E. Theis _-- TELEPHONE NO. PRINTED NAME st.heie@crm-su.com President/CEO E-MAIL ADDRESS TITLE October 31, 2018 DATE THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 32 COMPLETE AND ACCEPTABLE. RFP No.004.1710-19/17 Page 222 of 1324 REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710.1911T PROPOSER ACKNOWLEDGEMENT Submit RFP's To: PROCUREMENT SERVICES 3309 Quantum Blvd., Suite 101 Boynton Beach, Florida 33426 Telephone: (561)742-5322 RFP Title: THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RI=P Number: 004-1710-1911T RFP Received by: November 2, 2015, NO LATER THAN 2:30 P.M, RFD's will be opened in Procurement Services unless specified otherwise. RFP receiving date and time is scheduled for:.Ngvemb2r2, 20110, NO LATER THAN 2:3 P.M. LOCAL TIME and may not be withdrawn within ninety(90) days after such date and time. Ail awards made as a result of this RFP shall conform to applicable sections of the charter and codes of the City. Susan. E. Theis, President/CEO Name of Professional: Commercial Risk Nanagemeut, Inc. Federal I.D. Number: 59-1346411 A Corporation of the State of: Florida Area Code: 813 Telephone Number: 289-3900 Area Code: 813 FAX Number: 289-3771 Mailing Address: P.O. Box 18366 City/State/Zip: Tampa EL 33679 E-mail Address: stheis@crm-su.com Authoriz Signature Susan E. Theis Name Typed THIS PAGe TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 29 COMPLETE AND ACCEPTABLE. RFP No.004-1710-1 WIT Page 223 of 1324 A D D E N D A CITY OF BOYNTON BEACH FLORIDA RFP TITLE: "THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOP. PROPERTY AND CASUALTY CLAIMS" RFP NO.: 004-1710-19/IT DATE SUBMITTED: October 31, 2018 We propose and agree, if this submittal is accepted, to contract with the City of Boynton Beach, in the Contract Form, to furnish all material, means of transportation, coordination, labor and services necessary to complete/provide the work specified by the Contract documents. Having studied the documents prepared by: THE CITY OF BOYNTON BEACH we propose to perform the work of this Project according to the Contract documents and the following addenda which we have received: ADDENDUM DATE ADDENDUM DATE No. 1 October 19, 2018 ® NO ADDENDUM WAS RECEIVED IN CONNECTION WITH THIS BID THIS PAGE TO BE SUBMITTED POR PROPOSAL TO BE CONSIDERED 30 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-1 WIT Page 224 of 1324 STATEMENT OF QUALIFICATIONS Each qualifier proposing on work included in these General Documents shall prepare and submit the data requested in the following schedule of information. This data must be included in and made part of each RFP document. Failure to comply with this instruction may be regarded as Justification for rejecting the RFP response. * attach additional sheets giving the information 1. Name of Qualifier: Commercial Risk Management, Inc. 2. Business Address; P.O. Box 18366 Tampa FL 33679 3, When Organized; 1975 4. Where Incorporated: Tampa, Florida. 5, How many years have you been engaged In business under the present firm name? 43 6. General character of work performed by your company. Third Party Administration for Workers' Compensation 7. Enclose evidence of possession of required licenses and/or business permits. 8. Number of employees. 50 9. Background and experience of principal members of your personnel, including officers. * SER ATTACHED 10. Bonding capacity, if applicable. N/A RESUMES. 11. Have you ever defaulted on a contract? If so, where and why?* No THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 33 COMPLETE AND ACCEPTABLE, RFP No.064-1710-19/IT Page 225 of 1324 12, Experience in performance of work similar in importance to this project. Additional References Project $ Value Contact Name Phone# Martin Memorial Health Systems, Inc. Linda Pinkston 772-233-594. ,x14812 Jupiter Medical Center Inc. Susan Mosley 561-Z45-4378- The Breakers Kristy Pressly, Esq. 561-653-6631 Reedy Creek Improvement District Dana Keller 407-938-1437__ _ 13, Contracts on hand. * 43 Clients with Active Contracts 14. Largest completed projects (include final cost). 1) BayCare Health System, Inc. 2) City of Tampa 3) City of St. Petersburg 15. List all lawsuits (related to similar projects) or arbitration to which you have been a party and which: * None 1) arose from performance: * None 2) occurred within the last 4 years: * hone 3) provide case number and style: * N/A Dated at: Tampa, Florida this 31st day of October 2018 . r (written�slg na�ture) Name: Susan E. Theis (printed or typed) Title: President/CE0 1HIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 34 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-1 WIT Page 226 of 1324 REFERENCES FOR Commercial Risk Management, Inc. NAME OF FIRM Company Name: Hillsborough County Sheriff's office Address: P.O. Box 3371 Tampa FL 33601 Contact Name: Nikki Smith Phone: Fax: E-Mail:. 813 -247-0957 813--247--8100 mrsmith@hcso.tampa.fl.0 Kum _ �., z.. _ - Company Name: Polk County Board of County Commissioners Address: AS06, P.O. Box 9005 Bartow FL 33831 Contact Name: Mitch St. .lean Phone: Fax: E-Mail: mitchstjeau@ 563-534-5268 863-519-4726 polk-county.net Company Name: Pasco County BOCC Address: 7536 State Street New Port Richey FL 34654 Contact—Na-me: Steve Whitaker Phone: Fax: E-Mail: 727--847-8028 727-847--8992 swhitaker- ascocount fl.net Company Name: Manatee County, Florida Address: P.O. Box 1000, Bradenton FL 34206 Contact Name: Linda Klasing Phone: Fax: E-Mail: 941-745-3750 941-745-3774 linda.klasing@mymanatee.org THIS PAGE TO BE SUBMITTED POR PROPOSAL TO BE CONSIDERED 35 COMPLEYE AND ACCEPTABLE. RFP No.004-1710.196" Page 227 of 1324 ANTI-KICKBACK AFFIDAVIT STATE OF FLORIDA ) SS COUNTY OF PALM BEACH } I,the undersigned hereby duly sworn,depose and say that no portion of the sum herein submitted will be paid to any employees of the City of Boynton Beach as a commission, kickback, reward of gift, directly or indirectly by me or any member of my firm or by an officer of the corporation. By: � NAME - SIGNATURE Susan E. Theis Sworn and subscribed before me this �� day of _ , 20 t Printed Information: Susan E. Theis NAME President/CEO TITLE NOTARY PU13LIC, State of Florida at Large Commercial. Risk Management, Tnc. COMPANY ��I IYI .Zwj;';'•. MELODY C.SMITHSON S MY COMMISSION#GG 030241 P, ExPIRES;oaaemhe 7.20211 ,,§ao Undad Thru Notary Public UrularWdtars "OFFICIAL NOTARY SEAL" STAMP THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 36 COMPLETE AND ACCEPTABLE. RPP No.0441710-19JIT Page 228 of 1324 NON COLLUSION AFFIDAVIT State of Florida ) County of Hillsborough } Susan E. Theis , being first duly sworn, deposes and says that: Commercial Risk 1) He/She is President/CEO -of Management, Inc. , the qualifier (Title) (Name of Corporation or Firm) who has submitted the attached RFP No. 004-1710-19/IT for THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS 2) He/She is fully informed respecting the preparation and contents of the attached submittal and of all pertinent circumstances respecting such submittal; 3) Said RFP is genuine and is not a collusive or sham RFP; 4) Further, the said qualifier nor any of its officers, partners, owners, agents, representatives, employees or parties in interest, including this affiant, has in any way colluded, conspired, connived or agreed, directly or indirectly with any other qualifier, firm or person to submit a collusive or sham RFP in connection with the Contract for which the attached RFP has been submitted or to refrain from bidding in connection with such Contract, or has in any manner, directly or indirectly, sought by agreement or collusion or communications or conference with any other qualifier, firm or person to fix the price or prices in the attached RFP or of any other qualifier, or to fix any overhead, profit or cost element of the RFP price or the RFP price of any other qualifier, or to secure through any collusion, conspiracy, connivance or unlawful agreement any advantage against the City of Boynton Beach or any person interested in the proposed Contract; and 5) The price or prices quoted in the attached bid are fair and proper and are not tainted by any collusion, conspiracy, connivance or unlawful agreement on the part of the qualifier or any of Its agents, representatives, owners, employees, or parties in interest, including this affiant. MELODY C.SMITHSON�. (Syne 's% MY COMMISSION#GG 430241 F EXPIFt5S:Decsmbar7,2020 President/CEO ,,,M t�OndedThruNotary Public Undenwrltem (Title) Subscribed and sworn to before me This day of� a_0 h , 20 My commission expires_ 11 •• .O � THIS PAGE TO BE SUBMITTED TOR PROPOSAL TO BE CONSIDERED 37 COMPLETE AND ACCEPTABLE, RFP No. 004-1710-19/1T Page 229 of 1324 CONFIRMATION OF MINORITY OWNED BUSINESS A requested form to be mads: a part of our files for future use and information. Please fill out and indicate in the appropriate spaces provided which category best describes your company. Return this form with your bid proposal sheet making it an official part of your bid response. Is your company a Minority Owned Business ? _ _x Yes No If Yes, please indicate by an "X" in the appropriate box: ( } AMERICAN INDIAN ( ) ASIAN ( ) BLACK ( } HISPANIC (X) WOMEN ( ) OTHER (specify) ( } NOT APPLICABLE Do you possess a Certification qualifying your business as a Minority Owned Business? YES NO X If YES, Name the Organization from which this certification was obtained and date: Issuing Organization for Certification Date of Certification THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 38 COMPLETE AND ACCEPTABLE. RPP No. 004-1710-1911T Page 230 of 1324 CONFIRMATION OF DRUG-FREE WORKPLACE IDENTICAL TIN; SUBMITTALS Preference shall be given to businesses with drug-free workplace programs. Whenever two or more submittals which are equal with respect to price, quality, and service are received by the City of Boynton Beach or by any political subdivision for the procurement of commodities or contractual services, a submittal received from a business that certifies that it has implemented a drug-free workplace program shall be given preference in the award process. Established procedures for processing tie submittals will be followed if none of the tied Professionals have a drug-free workplace program. In order to have a drug-free workplace program, a business shall: 1) Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2) Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3) Give each employee engaged in providing the commodities or contractual services that are under submittal a copy of the statement specified in subsection (1). 4) In the statement specified in subsection (1), notify the employee that, as a condition of working on the commodities or contractual services that are under submittal, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of Chapter 893 or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than 5 days after such conviction. 5) Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee's community by, any employee who is so convicted. 6) Make a good faith effort to continue to maintain a drug-free workplace through implementation of this section. As the person authorized to sign the statement, I certify that this firm complies fully with the above requirements, Professional's Signature THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 39 COMPLETE AND ACCEPTABLE. RFP No.004-1710-1911T Page 231 of 1324 PALM BEACH COUNT' INSPECTOR GENERAL ACKNOWLEDGMENT The Respondent Is aware that the Inspector General of Palm Beach County has the authority to investigate and audit matters relating to the negotiation and performance of this contract, and in furtherance thereof may demand and obtain records and testimony from the Contractor and its subcontractors and lower tier subcontractors. The Respondent understands and agrees that in addition to all other remedies and consequences provided by taw, the failure of the Contractor or its subcontractors or lower tier subcontractors to fully cooperate with the Inspector General when requested may be deemed by the municipality to be a material breach of this contract justifying Its termination. Commercial. Risk Management, Inc. CONTRACTOR NAME usan E. Theis Title: President/CEO Date: October 31, 2018 THIS PAGE TO RE SUBMITTED POR PROPOSAL TO Be CONSIDERED 40 COMPLETE AND ACCEPTABLE. RFP No.004-1714-19/IT Page 232 of 1324 CITY OF BOYNTON BEACH LOCAL BUSINESS STATUS CERTIFICATION 1 Susan E. Theis , the President/CEO of (Name of officer of company) (Title of officer of company) Commercial Risk 1715 N. Westshore Blvd. , Suite 280 Management, Inc. located at Tampa FL 33607 (Name of Corporation/Company) (Business Address) Certify that I am an authorized representative of the business and, on behalf of the Business, request that it be deemed to be a local business for purposes of the City of Boynton Beach Local Preference Program. Answering yes to Question 1 and Question 2 below will qualify the business as a local business. In support of this request, I certify the following to be true and correct. NAME OF BUSINESS: Commercial Risk Management,_ Inc. _ 1, is the business located within the City limits YES NO Number of Years: of Boynton Beach, Florida? X 2. Does the business have a business tax YES NO Business License receipt issued in the current year? Number: X 3. Is the business registered with the Florida YDS NO Division of Corporations? X I understand that misrepresentation of any facts in connection with this request may be cause for removal from the certified local business list. I also agree that the business is required to notify the City in writing should it cease to qualify as a local business. Print Name: Susan E. Theis Signature1 ***FOR PURCHASING US NLY*** Business License ❑ Year Established: ® Active: Verified by: Date: THIS PAGE TO BE SUBMITTED FOR PROPOSAL.TO BE CONSIDERED 41 COMPLETE AND ACCEPTABLE. RFP No.004-1710-19/1T Page 233 of 1324 CERTIFICATION PURSUANT TO FLORIDA STATUTE § 287.135 Management, Inc. 1 Susan E. Theis , on behalf of Commercial Risk certify Print Nae and Title Company Name President/CEO Inc. that Commercial Risk Management z_does not: Company Name 1. Participate In a boycott of Israel; and 2. Is not on the Scrutinized Companies that Boycott Israel List; and 3. Is not on the Scrutinized Companies with Activities in Sudan List; and 4. Is not on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List; and 5. Has not engaged in business operations in Syria. Submitting a false certification shall be deemed a material breach of contract. The City shall provide notice, in writing, to the Contractor of the City's determination concerning the false certification. The Contractor shall have ninety(90)days following receipt of the notice to respond in writing and demonstrate that the determination of false certification was made in error. If the Contractor does not demonstrate that the City's determination of false certification was made in error then the City shall have the right to terminate the contract and seek civil remedies pursuant to Florida Statute §287.135. Section 287.135, Florida Statutes, prohibits the City from: 1) Contracting with companies for goods or services in any amount if at the time of bidding on, submitting a proposal for, or entering into or renewing a contract if the company is on the Scrutinized Companies that Boycott Israel List, created pursuant to Section 215.4725, F,S. or is engaged in a boycott of Israel; and 2) Contracting with companies, for goods or services over $1,000,000.00 that are on either the Scrutinized Companies with activities in the Iran Petroleum Energy Sector list, created pursuant to s. 215.473, or are engaged in business operations In Syria. As the person authorized to sign on behalf of the Contractor, I hereby certify that the company identified above in the section entitled "Contractor Name" does not participate in any boycott of Israel, is not listed on the Scrutinized Companies that Boycott Israel List, is not listed on either the Scrutinized Companies with activities in the Iran Petroleum Energy Sector List, and is not engaged in business operations in Syria. I understand that pursuant to section 287.135, Florida Statutes, the submission of a false certification may subject the company to civil penalties, THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 42 COMPLETE AND ACCEPTABLE. RFP No.004-1710-191IT Page 234 of 1324 attorney's fees, and/or costs. I further understand that any contract with the City for goods or services may be terminated at the option of the City if the company is found to have submitted a false certification or has been placed on the Scrutinized Companies with Activities in Sudan list or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector list, Commercial kick Management, Inc COMPANY NAME SIGNATURE Susan E. Theis President/CEO PRINT NAME. TITLE THIS PAGE TO BE SUBMITTED FOR PROPOSAL.TO BE CONSIDERED 43 COMPLETE AND ACCEPTABLE. RFP No.004-1710-19ff Page 235 of 1324 U C O 4 Z LLI mC) t�1 •� z 4) A O (A LL N � •►r a 0r c � T 00 -0o -2 Co c�o � ZC d C U C O C Z U O C7 O V O a. 00 eu :a �2 0 O Q1 �„j Vl (n O 'O s N O O 0 L c4 �,Y 'O O 47 O w a0 O E lV N to � p NF- Z O N _ 4- Q (0 N - d cry CL I CL sO m CL m �s o f!1 0 0 � {j o ° c� O � a Wa z z 8 � � IDuj G � OO V4 C M 0 to w © 0 O "O U O C v sLU oLu 0 ru E Or- Q N '� ��' ,� •G ani � � � t7 i,! LL a. ,Z 4-- fl. C al G Q vii O w OL df 1-I 1 U 129 w s/7 C C � N C •riS O ® a U O W V O N C O Q C W t!]C] s U a. N C v LIO 0 N E2N O C J_- 6L) �- U5 F- C: i— ro 00 Page 236 of 1324 "DRAFT" SUBJECT TO REVISIONS PRIOR TO SIGNING, AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND FIRM THIS AGREEMENT is entered into between the City of Boynton Beach, hereinafter referred to as "the City", and Commercial Risk Man.agement,Inc- hereinafter referred to as "Firm", in consideration of the mutual benefits, terms, and conditions hereinafter specified. 1. PROJECT DESIGNATION. The Firm is retained by the City to perform professional services in connection with the RFP No. 004-1110-1911T for THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS 2. SCOPE OF SERVICES. Firm agrees to perform the services, identified in Section II—Scope of Services and attached hereto as Exhibit A, 3, TIME FOR PERFORMANCE. Work under this agreement shall commence upon written notice by the City to the Firm to proceed. Firm shall perform all services and provide all work product required pursuant to this agreement upon written notice to proceed. 4. TERM: This Agreement shall commence upon award by City Commission. 5. PAYMENT:The City will pay the Firm, the fees as set forth in Exhibit B, Fees and Payments, which is attached hereto and made a part hereof. These fees will be paid by the City for completed work and for services rendered under this agreement as follows, not to exceed a. Payment for the work provided by Firm shall be made promptly on all invoices submitted to the City properly, provided that the total amount of payment to Firm shall not exceed the total contract price without express written modification of the Agreement signed by the City Manager or her designee. b. The Firm may submit invoices to the City once per month during the progress of the work for partial payment for project completed to date. Such invoices will be reviewed by the City, and upon approval thereof, payment will be made to the Firm in the amount approved. c. Final payment of any balance due the Firm of the total contract price earned will be made promptly upon its ascertainment and verification by the City after the completion of the work under this Agreement and its acceptance by the City. d. Payment as provided in this section by the City shall be full compensation for work performed, services rendered and for all materials, supplies, equipment and incidentals necessary to complete the work. e. The Firm's records and accounts pertaining to this agreement are to be kept available for inspection by representatives of the City and State for a period of three (3)years after the termination of the Agreement. Copies shall be made available upon request. 6. OWNERSHIP AND USE OF DOCUMENTS, All documents, drawings, specifications and other materials produced by the Firm in connection with the services rendered under this Agreement shall be the property of the City whether the project for which they are made is executed or not. The Firm shall be,permitted to retain copies, including reproducible copies, 46 Page 237 of 1324 of drawings and specifications for information, reference and use in connection with Firm's endeavors. 7. COMPLIANCE WITH LAWS. Firm shall, in performing the services contemplated by this Agreement, faithfully observe and comply with all federal, state and local laws, ordinances and regulations that are applicable to the services to be rendered under this agreement. 8. INDEMNIFICATION. Firm shall indemnify, defend and hold harmless the City, its offices, agents and employees, from and against any and all claims, losses or liability, or any portion thereof, including fees and costs, arising from injury or death to persons, including injuries, sickness, disease or death to Firm's own employees, or damage to property occasioned by a negligent act, omission or failure of the Firm. 9. INSURANCE. The Firm shall secure and maintain in force throughout the duration of this contract comprehensive general liability insurance with a minimum coverage of $1,000,000 per occurrence and $1,000,000 aggregate for personal injury; and $1,000,000 per occurrence/aggregate for property damage, and professional liability insurance in the amount of$1,000,000 per occurrence to$2,000,000 aggregate with defense costs in addition to limits; workers' compensation insurance, and vehicular liability insurance. Said general liability policy shall name the City of Boynton Beach as an "additional named Insured" and shall include a provision prohibiting cancellation of said policy except upon thirty (30) days prior written notice to the City. Certificates of coverage as required by this section shall be delivered to the City within fifteen (15)days of execution of this agreement. t an-essur , limit ef no-,-ess than two million dollars- ($2,000,000) aggregate with a deduGtible r 0 ) Of the 4MF rm shall Refify the City on WA4A9-W#h!R thlFty (30) days of any Glaim Aled 9F made against 4s Liability InsuranGe PeliGy. —he projeet et its , It > 10. INDEPENDENT CONTRACTOR. The Firm and the City agree that the Firm is an independent contractor with respect to the services provided pursuant to this agreement. Nothing in this agreement shall be considered to create the relationship of employer and employee between the parties hereto. Neither Firm nor any employee of Firm shall be entitled to any benefits accorded City employees by virtue of the services provided under this agreement. The City shall not be responsible for withholding or otherwise deducting federal income tax or social security or for contributing to the state industrial Insurance program, otherwise assuming the duties of an employer with respect to Firm, or any employee of Firm. 11. COVENANT AGAINST CONTINGENT FEES. The Firm warrants that he has not employed or retained any company or person, other than a bona fide employee working solely for the Firm,to solicit or secure this contract, and that he has not paid or agreed to pay any company or person, other than a bona fide employee working solely for the Firm, any fee, commission, percentage, brokerage fee, gifts, or any other consideration contingent upon or resulting from the award or making of this contract. For breach or violation of this warranty, the City shall have the right to annul this contract 47 Page 238 of 1324 without liability or, in its discretion to deduct from the contract price or consideration, or otherwise recover, the full amount of such fee, commission, percentage, brokerage fee, gift, or contingent fee. 12. DISCRIMINATION PROHIBITED, The Firm, with regard to the work performed by it under this agreement, will not discriminate on the grounds of race, color, national origin, religion, creed, age, sex or the presence of any physical or sensory handicap in the selection and retention of employees or procurement of materials or supplies. 13. ASSIGNMENT. The Firm shall not sublet or assign any of the services covered by this Agreement without the express written consent of the City. 14. NON WAIVER. Waiver by the City of any provision of this Agreement or any time limitation provided for in this Agreement shall not constitute a waiver of any other provision. 15, TERMINATION. a. The City reserves the right to terminate this Agreement at any time by giving ten (10)days written notice to the Firm. b. In the event of the death of a member, partner or officer of the Firm, or any of its supervisory personnel assigned to the project, the surviving members of the Firm hereby agree to complete the work under the terms of this Agreement, If requested to do so by the City. This section shall not be a bar to renegotiations of this Agreement between surviving members of the Firm and the City, if the City so chooses. 16. DISPUTES. Any disputes that arise between the parties with respect to the performance of this Agreement,which cannot be resolved through negotiations, shall be submitted to a court of competent jurisdiction in Palm Beach County, Florida. This Agreement shah be construed under Florida Law. 17. NOTICES. Notices to the City of Boynton Beach shall be sent to the following address: Lori LaVerriere, City Manager City of Boynton Beach P.O. Box 310 Boynton Beach, FL 33425-0310 Notices to Firm shall be sent to the following address: Susan E. Theis, President/CEO Commercial Risk Management, Inc. P.O. Box 3.8366 Tampa 18, INTEGRATED AGREEMENT. This agreement, together with attachments or addenda, represents the entire and integrated agreement between the City and the Firm and supersedes all prior negotiations, representations, or agreements written or oral. This agreement may be amended only by written instrument signed by both City and Firm. 19. PUBLIC RECORDS. Sealed documents received by the City in response to an invitation are exempt from public records disclosure until thirty(30)days after the opening of the Bid unless 48 Page 239 of 1324 the City announces intent to award sooner, in accordance with Florida Statutes 119.07, The City is public agency subject to Chapter 119, Florida Statutes. The Contractor shall comply with Florida's Public Records Law. Specifically,the Contractor shall: A. Keep and maintain public records required by the CITY to perform the service; B. Upon request from the CITY's custodian of public records, provide the CITY with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in chapter 119, Fla. Stat. or as otherwise provided by law; C. Ensure that public records that are exempt or that are confidential and exempt from public record disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and, following completion of the contract, Contractor shall destroy all copies of such confidential and exempt records remaining in its possession once the Contractor transfers the records in its possession to the CITY; and D. Upon completion of the contract, Contractor shall transfer to the CITY, at no cost to the CITY, all public records in Contractor's possession All records stored electronically by Contractor must be provided to the CITY, upon request from the CITY's custodian of public records, in a format that is compatible with the information technology systems of the CITY. E. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: JUDY PYLE, CITY CLERK 3301 QUANTUM BLVD., SUITE 101 BOYNTON BEACH, FLORIDA, 33426 561-742-6061 PYLEJ@BBFL.US 20- SCRUTINIZED COMPANIES -- 287.135 AND 215.473 By execution of this Agreement, Contractor certifies that Contractor is not participating in a boycott of Israel. Contractor further certifies that Contractor is not on the Scrutinized Companies that Boycott Israel list, not on the Scrutinized Companies with Activities in Sudan List, and not on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or has Contractor been engaged in business operations in Syria. Subject to limited exceptions provided in state law,the City will not contract for the provision of goods or services with any scrutinized company referred to above. Submitting a false certification shall be deemed a material breach of contract. The City shall provide notice, in writing, to Contractor of the City's determination concerning the false certification. Contractor shall have five (5) days from receipt of notice to refute the false certification allegation. If such false certification is discovered during the active contract term, Contractor shall have ninety(90) days following receipt of the notice to respond in writing and demonstrate that the determination of false 49 Page 240 of 1324 certification was made in error. If Contractor does not demonstrate that the City's determination of false certification was made in error then the City shall have the right to terminate the contract and seek civil remedies pursuant to Section 287.135, Florida Statutes, as amended from time to time. DATED this day of , 20 CITY OF BOYNTON BEACH Lori LaVerriere, City Manager Signature of Authorized Official Printed Name of Authorized Official Attest/Authenticated: Title (Corporate Seal) Judy Pyle, City Clerk Approved as to Form, Attest/Authenticated: James A. Cherof, City Attorney Secretary Page Al of 1324 EXHIBIT A SCOPE OF SERVICES [Scope of Services will be inserted prior to execution] Page 2142 of 1324 EXHIBIT B FEES AND PAYMENTS [Will be inserted prior to execution] Page X43 of 1324 The City of Boynton Beach Finance/Procurement Services 3301 Quantum Blvd.,Suite 101 Boynton Beach,Florida 33426 Telephone: (561)742-6310 FAX. (561)742-6316 ADDENDUM No. 1 DATE: OCTOBER 19, 2018 RFP TITLE: THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP NO.: 004-1710-19/IT This addendum to the drawings, specifications, and/or contract documents is issued to provide additional information and clarification to the original Bid specifications and proposal form and is hereby declared a part of the original drawings, specifications and/or contract documents. In case of a conflict, this Addendum No. 1 shall govern. Words in GtFikethrr.,,nh type are deletions from existing text. Words in bold, underlined type are additions to existing text. 1. The bid opening date remains as November 02, 2018 at 2:30 PM. The location remains unchanged. 2. The title of the solicitation is hereby revised as follows: "THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION,,PAR PROPERTY AND CASUALTY CLAIMS." All references to the title throughout the solicitation are hereby also revised. 3. The following questions or requests for information were submitted prior to the deadline and are listed and answered below: Q1: Would you be able to send us over your last Loss Runs regarding Bid: RFP-004-1710-19/IT? Al: See attached loss run reports in .xis format. Q2: Please provide a copy of the current TPA contract(s) for all lines covered in the RFP. (WC, AUTO, GL, PROP, E&O) A2: See attached executed Contracts with Commercial Risk Management and Gallagher Bassett. 1 Page 244 of 1324 Q3: Please provide the number (#) and paid medical amounts ($) for Lost Time (LT), Medical Only (MO) and Report Only (RO) claims for contract years (2014, 2015, 2016, 2017) A3: See below table. Workers' Comp 2014 2015 2016 2017 Number Paid Medical Number Paid Number Paid Number of Paid of Amount of Medical of Medical Claims Medical Claims Claims Amount Claims Amount Amount Lost 25 $1,660,437.03 77 $830,316.11 37 $862,544.61 20 $262,454.59 Time Medical 68 72 98 67 Only Report 5 17 8 17 Only Q4: Please provide the number (#) and paid amounts for Auto Liability BI and Auto Liability PD for contract years (2014, 2015, 2016, 2017) A4: See below table. 2014 2015 2016 2017 Number Paid Amount Number Paid Number of Amount Number Amount of of Amount Claims of Claims Claims Claims Auto 7 $113,835.93 7 $232,405.57 13 $79,504.82 12 $75,717.02 Liability BI Auto 4 5 3 4 Liability PD Q5: Please provide the number (#) and paid amounts for General Liability BI and General Liability PD for contract years (2014, 2015, 2016, 2017) A5: See below table. 2014 2015 2016 2017 Number Paid Amount Number Paid Number of Amount Numbe Amount of of Amount Claims r of Claims Claims Claims General 10 $1,358,728.81 6 $194,511.34 5 $24,996.09 4 $71,528.31 Liability BI General 6 7 0 5 Liability PD 2 Page 245 of 1324 Q6: Please provide the number (#) and paid amounts for Property and E&O for contract years (2014, 2015, 2016, 2017) A6: None. Q7: Please provide the estimated number of Takeover claims for LT, MO, Auto-BI, Auto-Liability, GL-BI, GL-PD, Property and E&O. A7: See below table. Type of Claim Estimated Number of Takeover Claims LT 25 MO 77 Auto-BI 10 Auto-Liability 7 GL-BI 6 GL-PD 6 Property 0 E&O 0 Q8: Is the City of Boynton Beach interested in Risk Control services? If so, how would the county like to see the fee structure (per hour/flat fee)? A8: Yes, the City of Boynton Beach is interested in Risk Control services through a flat fee. Q9: Are the current TPA's not providing a service that the City is seeking? If so, please describe. A9: N/A. Sincerely, ,I'. 0- A4.WWQ Tim W. Howard Assistant City Manager -Administration cc: Finance/Procurement 3 Page 246 of 1324 The City of Boynton Beach Finance/Procurement Services 3301 Quantum Blvd.,Suite 101 Boynton Beach,Florida 33426 Telephone: (561)742-6310 FAX. (561)742-6316 ACKNOWLEDGEMENT OF ADDENDUM No. 1 THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP NO.: 004-1710-19/IT RESPONDENT MUST SIGN, DATE AND INCLUDE THIS "ACKNOWLEDGEMENT OF ADDENDUM NO. 1 WITH BID PACKAGE IN ORDER FOR SUBMITTAL TO BE CONSIDERED COMPLETE AND ACCEPTABLE. PRINT NAME OF REPRESENTATIVE SIGNATURE OF REPRESENTATIVE NAME OF COMPANY DATE THIS PAGE TO BE SUBMITTED FOR BID PACKAGE TO BE CONSIDERED COMPLETE AND ACCEPTABLE 4 Page 247 of 1324 {isl\,llsis?sil{ls}1 ctk72l}1f1111yt1Zy;\I,�)1#}1,3yr)1,i7x1„ reit iS s } 11 i ,t 7 i �} {r it ; sl4t4IS f},.....1i t;777S';}7y177j 17k1�!)17S�ii N>}� ._t r1111�5f, plr ril ti, A s17y1�2V7`y7 { srr/{})�illF r7t )tiS�fti}i}) {� tiVyt� t'y , i U�r V�sr�)�11Sk111)rS�iir�lf�lr�S�,t �li��\ , 1{�tt�)f111)i 11�,lilt P", AR, iy sl )��}1s1tii7,lih7\1biiisryll. 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I33t�ti4),AAtl tpls,lfSl3i�st it}t4r�$S,(��lk4 t/yt3. }lr fs)lltk�l�7;;� riiilil �7}t?,, i rl�}51tt�S{i,)7SISyI}J' \tSI,£V"litdj3��iySri11�S(il,StZ,..,. `Sis�Irtit}J{13y`Stl�lV(4��11�ijrS{1�1S�tt3S{, res„t�{ o lIiti�l�i if{(ltiJ{}\7��r£S�l�li(41` 3t�\II�SISiir�3�\{}\{�. 4.11ttsy�`}�,�'r11�)}(�tt��l"l3�}45;�11`ll{{�Siri`}� ltsy�� 15�,)I�yil{i{(1}S}r}jt�,)4tj.,ti)l�lif�lil7)��ii 1��jl�4;s,itfs'1l \r,i1�7y71'a��`�0`lt hlyt il3ry�frht{�s'sly�`r7,�`',URi,l,11£,-= Page 248 of 1324 The City of Boynton Beach REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-19/IT Sealed RFP's will be received in Procurement Services, City of Boynton Beach, 3301 Quantum Blvd., Suite 101, Boynton Beach, Florida 33426 on or by: November 2, 2018 No Later Than 2:30 P.M. (Local Time). ATTENTION ALL INTERESTED RESPONDENTS Copies of this solicitation package may be obtained from Demandstar at Onvia at www.demandstar.com or by calling 1-800-711-1712. Demandstar distributes the City's solicitations through electronic download. If you prefer that a copy be mailed via U.S.P.S., please contact the City's Procurement Division at(561) 742-6322. Respondent(s)who obtain copies of this solicitation from sources other than Demandstar or the City's Procurement Services Division may potentially risk not receiving certain addendum(s) issued as a result of the solicitation. One (1) original, so designated and four (4) copies along with one (1) electronic copy on a USB thumb drive, for a total of six (6) submittals of the response shall be submitted in one sealed package clearly marked on the outside: "RFP NO. 004-1710-19/IT — THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS" and addressed to: City of Boynton Beach, Finance/Procurement Services, 3301 Quantum Blvd., Suite 101, Boynton Beach, FL 33426 RFP's received after the assigned date and time will not be considered. The Procurement Services time stamp shall be conclusive as to the timeliness of filing. The City of Boynton Beach is not responsible for the U.S. Mail or private couriers with regard to mail being delivered by a specified time so that an RFP can be considered. If no award has been made, the City reserves the right to consider RFP's that have been determined by the City to be received late due to mishandling by the City after receipt of the RFP. America's Gateway to the Gulf Stream 2 Page 249 of 1324 PUBLIC RECORDS DISCLOSURE Pursuant to Florida Statutes §119.07, sealed bids or proposals received by the City in response to an invitation to bid are exempt from public records disclosure requirements until the City provides a notice of decision or thirty (30) days after the opening of the proposal/bid. If the City rejects all bids or proposals submitted in response to an invitation to bid or request for proposals and the City concurrently provides notice of its intent to reissue the competitive solicitation, the rejected bids or proposals remain exempt from public records disclosure until such time as the City provides notice of a decision or intended decision concerning the competitive solicitation or until the City withdraws the reissued competitive solicitation.A bid, proposal, or reply is not exempt for longer than twelve (12) months after the initial City notice rejecting all bids, proposals, or replies. Requests for bid or proposal documents should be submitted to the City Clerk's Office. Documents may be inspected without charge, but a charge will be incurred to obtain copies. LOBBYING /CONE OF SILENCE Consistent with the requirements of Chapter 2, Article VIII, Lobbyist Registration, of the Palm Beach County Code of Ordinances, Boynton Beach imposes a Cone of Silence. A cone of silence shall be in effect as of the deadline to submit the proposal, bid, or other response and shall remain in effect until City Commission awards or approves a contract, rejects all bids or responses, or otherwise takes action that ends the solicitation process. While the cone of silence is in effect, no proposer or its agent shall directly or indirectly communicate with any member of City Commission or their staff,the Manager, any employee of Boynton Beach authorized to act on behalf of Boynton Beach in relation to the award of a particular contract or member of the Selection Committee in reference to the solicitation, with the exception of the Purchasing Manager or designee. (Section 2-355 of the Palm Beach County Code of Ordinances.) Failure to abide by this provision may serve as grounds for disqualification for award of contract to the proposer. Further, any contract entered into in violation of the cone of silence shall render the transaction voidable. The cone of silence shall not apply to oral communications at any public proceeding, including pre-bid conferences, oral presentations before Selection Committees, contract negotiations during any public meeting, presentations made to the City Commission, and protest hearings. Further, the cone of silence shall not apply to contract negotiations between any employee and the intended awardee, any dispute resolution process following the filing of a protest between the person filing the protest and any employee, or any written correspondence with Boynton Beach as may be permitted by the competitive solicitation. Additionally, the cone of silence shall not apply to any purchases made in an amount less than the competitive solicitation threshold set forth in the Purchasing Manual. Any questions relative to any item(s) or portion of this bid should be directed to Ilyse Triestman, Purchasing Manager; Telephone: (561) 742-6322, E-mail: tribfl.us City of Boynton Beach 3 RFP No.004-1710-19/IT Page 250 of 1324 INTENT/ SCOPE OF SERVICES The City of Boynton Beach is seeking services from (an) experienced and qualified firm(s) to provide third party claims administration services for workers' compensation and for property and casualty (liability, automobile, property) claims. RFP documents are available online through DemandStar by Onvia at: www.demandstar.com Upon request, documents will be e-mailed. Contact: CITY OF BOYNTON BEACH PROCUREMENT SERVICES 3301 Quantum Blvd., Suite 101 Boynton Beach, Florida 33426 Ilyse Triestman, Purchasing Manager Telephone: (561) 742-6322; Email: triestmanip_bbfl.us Office Hours: MONDAY — FRIDAY, 8:00 A.M. to 5:00 P.M. CITY OF BOYNTON BEACH Tim W. Howard Assistant City Manager -Administration City of Boynton Beach 4 RFP No.004-1710-19/IT Page 251 of 1324 TABLE OF CONTENTS REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-19/IT Section I — Submittal Information .......................................................................................6 Section 11 — Purpose, Background and Scope of Services .................................................7 Section III — Proposal Submittal Instructions and Requirements................................18 - 20 Section IV— Proposal Evaluation Method and Criteria......................................................21 GeneralConditions ...................................................................................................22 - 28 Proposer Acknowledgement ............................................................................................29 Addenda ..........................................................................................................................30 FeeProposal .............................................................................................................31 -32 Statement of Qualifications .......................................................................................33 - 34 ReferenceForm ..............................................................................................................35 Anti-Kickback Affidavit .....................................................................................................36 Non Collusion Affidavit ....................................................................................................37 Confirmation of Minority Owned Business . .....................................................................38 Confirmation of Drug-Free Workplace . ............................................................................39 Acknowledgement of PBC Inspector General...................................................................40 Local Business Status Certification Form................................................................41 Scrutinized Companies Form........................................................................42 - 43 Schedule of Subcontractors . ...........................................................................................44 Statement of No Submittal ...............................................................................................45 "DRAFT" Professional Services Agreement. .............................................................46 - 50 City of Boynton Beach RFP No.004-1710-19/IT Page 5 of 52 Page 252 of 1324 REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-19/IT Section I —SUBMITTAL INFORMATION A. The City of Boynton Beach will receive RFP responses until November 2, 2018, no later than 2:30 P.M. (LOCAL TIME) in Procurement Services located at 3301 Quantum Blvd., Suite 101, Boynton Beach, Florida 33426. B. Any responses received after the above stated time and date will not be considered. It shall be the sole responsibility of the qualifier to have their RFP response delivered to Finance/Procurement Services for receipt on or before the above stated time and date. It is recommended that responses be sent by an overnight air courier service or some other method that allows for tracking and delivery confirmation. RFP responses that arrive after the above stated deadline as a result of delay by the mail service shall not be considered, shall not be opened at the public opening, and arrangements shall be made for their return at the qualifier's request and expense. The City reserves the right to consider submittals that have been determined by the City to be received late due solely to mishandling by the City after receipt of the RFP and prior to the award being made. C. If any addenda are issued to this RFP, the City will attempt to notify all prospective proposers who have secured same, however, it shall be the responsibility of each proposer, prior to submitting the RFP response, to contact Finance/Procurement Services at (561) 742-6322 to determine if any addenda were issued and to make any addendum acknowledgements and comply with the requirements of each addendum as part of their RFP response. D. One (1) original, so designated and four (4) copies along with one (1) electronic copy on a USB thumb drive, for a total of six (6) submittals of the RFP response, shall be submitted in one sealed package clearly marked on the outside "RFP No. 004-1710-19/IT THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS", and addressed to: City of Boynton Beach, Finance/Procurement Services, 3301 Quantum Blvd., Suite 101, Boynton Beach, FL 33426. E. Responses shall clearly indicate the legal name, address and telephone number of the proposer (firm, corporation, partnership or individual). Responses shall be signed above the typed or printed name and title of the signer. The signer shall have the authority to bind the proposer to the submitted RFP. Proposers must note their Federal I.D. number on their RFP submittal and include a copy of their W-9. F. All expenses for making RFP responses to the City are to be borne by the proposer. G. A sample draft contract that the City intends to execute with the successful firm is contained in this Request for Proposal for review. The City reserves the right to modify the contract language prior to execution. The scope of services will closely track the scope of work detailed in Section 11 of this Request for Proposal. City of Boynton Beach RFP No.004-1710-19/IT Page 6 of 52 Page 253 of 1324 Section II — PURPOSE, BACKGROUND AND STATEMENT OF WORK 1. BACKGROUND / PURPOSE /STATEMENT OF WORK A. BACKGROUND Information and background regarding the City of Boynton Beach, its departments and programs may be found on our official website at www.boynton-beach.org . Boynton Beach is a full service City located within the boundaries of Palm Beach County. Four Commission Members and a Mayor are elected at large on a non-partisan basis for three-year terms. The City Commission appoints the City Manager who is the Chief Administrative Officer of the City and directs the business of the City and its various departments. The City Commission determines policy, adopts legislation, approves the City's budget, sets taxes and fees, and appoints the City Attorney and members of various boards and committees. The City provides a full range of municipal services. The public safety program includes police and fire protection. The Recreation and Parks Department provides services for the Oceanfront Park, Denson Pool, tennis courts, many neighborhood parks, and multiple community centers to provide a well-rounded, active recreation program. The City also operates the Links Golf Course and the City of Boynton Beach Library. The Public Works Department provides essential street construction and highway maintenance, sanitation and other technical construction assistance to the City. The Utility Services department provides water and waste water services. Additional services provided include building inspection, planning, zoning, engineering, and cemetery, as well as general administrative services. The Human Resources and Risk Management Department is composed of a Director of Human Resources and Risk Management, Manager of Risk and Wellness, and two and a half Human Resources and Risk Coordinators. The City contracts with legal counsel for workers' compensation and for property/casualty defense. The Director of Human Resources and Risk Management is primarily responsible for the contracting of the third-party administrative and adjuster services, resolving administrative issues with the City's TPA/Adjusters, and authorizing claim settlements. The Manager of Risk and Wellness is primarily responsible for administering the day-to- day workers' compensation claims and occupational medicine program for the City. This administration involves assisting the TPA with necessary information to communicate, treat, and rehabilitate the City's injured employees to their maximum human rehabilitation potential. The City has a proactive return to work program and currently utilizes its on-site Employee Health and Wellness Center and other area urgent care centers as its primary treating physicians for non-emergency industrial accidents and diseases. The Manager of Risk and Wellness acts as a Case Manager between the City, the injured employee, the TPA, medical providers, and defense lawyers in implementing, enforcing and monitoring best practices in workers' compensation claims management. The Manager of Risk and Wellness coordinates training classes and is the Chairperson of the Safety Committee and Incident Review Board, which both meet on a monthly basis. The Manager of Risk and Wellness investigates incidents and performs safety inspections City of Boynton Beach RFP No.004-1710-19/IT Page 7 of 52 Page 254 of 1324 on a regular basis. The Manager of Risk and Wellness spends time in the field checking work sites to make sure they are complying with all the appropriate safety procedures. The Human Resources and Risk Coordinators are committed to the Workers' Compensation program and are the people who are notified immediately if an employee is injured. Employees are directed to inform their supervisors if they have been injured. The Human Resources and Risk Coordinators are then responsible for seeing that the injured employee is sent to the appropriate medical provider. The Human Resources and Risk Coordinators maintain contact with injured employees throughout the course of their medical care. They also monitor the employees' appointments with the various providers and arrange for light-duty work and return to work. This position is the liaison between the employee, the medical providers, and the Third Party Administrator. The City's work force consists of approximately: Full Time Positions 773 Part Time Positions 53 B. STATEMENT OF WORK The City of Boynton Beach is seeking proposals for Third Party Administration services for its self-insured Workers' Compensation and for its Property&Casualty programs. The City's anticipated contract start date is January 1, 2019. The Proposer shall perform all third party administrator services for Workers' Compensation for Property & Casualty claims, or for both inclusive of claims handling, information technology services, settlement coordination, management of claim records, Medicare reporting, handling of claims in process and all other items necessary or proper for, or incidental to, performing third party administrator services as identified herein. The City of Boynton Beach has most recently utilized the following companies as its third party administrators: Commercial Risk Management for workers' compensation and Gallagher Bassett Services Inc. for property/casualty. The City will transfer the administration for all active claims(run-off/tail claims)as of January 1,2019 to the awarded Proposer. The City is self-insured. The City carries excess workers' compensation coverage with a SIR of $500,000 per occurrence and excess liability coverage with a SIR of$200,000/300,000 per occurrence with Preferred Governmental Insurance Trust (PGIT). The TPA(s)will be required to manage the claims with a comprehensive database system which allows computer access to adjuster notes, adjuster correspondence and other pertinent information needed by the City to generate analytical data reports upon demand; which will allow secure web based communication between the City and the TPA and Adjusters. This program should also allow the City to add information to the adjuster notes section of the computer systems. City of Boynton Beach RFP No.004-1710-19/IT Page 8 of 52 Page 255 of 1324 1. PRIOR CLAIMS FILES All proposers are to assume the complete handling of all pending claims for dates of loss prior to January 1, 2019. The information provided in this RFP regarding the volume and type of pending claims to be assumed, is based on the latest information provided to the City by their current TPA and within the current self- administrated Property and Casualty program. It is the responsibility of the proposer to determine the additional cost to the City to take over these existing claim files. It is required that the claims data associated with all claims occurring prior to January 1, 2019 be transferred to the new computer information system so that future loss runs will contain a complete history of all claim years. The transfer of all claims data must be completed by January 1, 2019. 2. WORKERS COMPENSATION CLAIMS ADJUSTING AND INVESTIGATION SERVICES Upon receipt or notice of all workers' compensation claims, the TPA, on behalf of the City, will perform the following services: 1. The City requires that the TPA hire and retain competent, qualified, experienced professionals who are licensed in Florida. 2. The TPA is responsible for obtaining recorded statements from the claimant and any witnesses. The City will maintain contact with injured employees to assist the employee in returning to work. The TPA and/or telephonic nurse case manager and/or field case manager will make medical appointments for the injured employee. 3. The TPA will be responsible for filing all the appropriate forms with the State (DWC1, etc.) 4. The TPA is responsible for ensuring compliance with all reporting requirements by regulatory agencies including but not limited to Medicare Secondary Reporting Act of 2007 and all subsequent revisions. 5. The TPA will assist the City with any written correspondence that the City requests them to send to the injured worker or medical provider regarding the benefits. 6. The TPA will accept or deny all reported claims for employees' injuries on behalf of the City in accordance with the applicable Workers' Compensation Statutes. The decision to controvert a claim must first be discussed with and approved by the City. 7. All lost time claimant's checks will be issued by the TPA on a weekly basis from the City of Boynton Beach fund. The verification of any checks for wage loss must be received by the City before 5:00 P.M. on the Tuesday of a City payroll week. 8. Currently, the City requires that all medical or ancillary service providers submit their bills to the TPA bill review unit for processing City of Boynton Beach RFP No.004-1710-19/IT Page 9 of 52 Page 256 of 1324 and payment. All provider payments will be reviewed weekly by the City via the weekly TPA check register before the provider checks can be released. 9. The TPA will be responsible for identifying any outside Firms such as surveillance companies and field case management experts to assist in the investigation and medical coordination of claims. Payment of the bills will be made by the TPA from the loss fund as an allocated expense but not without prior approval by the City. 10. The TPA and/or Bill Review unit shall review all medical bills and other services for which a claim is being made for reasonableness and conformity to appropriate medical and surgical fee schedules and network discounts. 11. The TPA will assist the City with light duty cases and for those City employees who are losing time by providing a report indicating all employees that are not working in a full duty unrestricted capacity. 12. The designated adjusters or team from the TPA will meet with the City on a quarterly basis to discuss summary reports on all open and active claims. 13. The Director of Human Resources and Risk Management, and/or designee will attend all mediation conferences and may ask the TPA for reports prior to mediation in order to facilitate any settlement. 14. The TPA shall prepare and maintain files necessary for legal defense of claims and/or other litigation (such as actions for subrogation) or other proceedings. 15. The TPA shall pay in a timely fashion, per Florida Medical E.D.I. guidelines, all claims and expenses from the loss fund account established by the City, which will be maintained by the TPA. Fees, interest and civil penalties incurred due to late payments or adjuster mishandling are to be paid by the TPA unless caused by late reporting from the City. 16. The TPA shall pursue all possibilities of subrogation and liens. The Manager of Risk and Wellness must be copied on all such correspondence relating to these issues. 17. The City will assign the attorneys that provide the defense of claims. The TPA is to provide the defense attorney a complete copy of the file in question at the time an assignment is made. The TPA will provide a monthly report to the City regarding all legal assignments and the costs associated with them. The Director of Human Resources and Risk Management is responsible for approval for all settlements from the City per the process determined by City policy and procedures in coordination with applicable Florida State Statutes. 18. The TPA will timely report all claims in accordance with Florida State Statutes to the City's excess carriers, as required by the City of Boynton Beach RFP No.004-1710-19/IT Page 10 of 52 Page 257 of 1324 carrier's reporting criteria. For any late reporting penalties imposed by the carrier due to late reporting by the TPA, the TPA will reimburse the City for those amounts. 19. The TPA will provide all necessary status reports as required by the City's excess carriers. 20. The TPA will submit requests to the excess carrier for all payments above each claim's SIR to obtain the proper reimbursement for the City. The reimbursement checks will be forwarded to the City and the amount recovered will be entered into the claims information system. 21. The City will assign Field Case Managers (Qualified Rehabilitation Provider (QRP)) to its cases as needed. 22. The City maintains an exclusive list of providers developed specifically for the use of the City, which is part of the TPA provider network. The City will use the TPA provider network as a back-up network for ancillary providers. 23. The TPA must provide the City with a toll-free telephone number. 24. In all dealings, the City requires the TPA to be courteous, responsive and sensitive to the injured employee. The TPA is required to return an injured employee's telephone call within 24 hours, preferably the same day that they called the TPA. 25. Identify claims subject to second injury relief fund (if reinstated during the contract term or currently applicable), at-fault party subrogation and pursue such recoveries on behalf of the City of Boynton Beach. 26. Provide reports to the City of Boynton Beach's Director of Human Resources and Risk Management and Manager of Risk and Wellness as requested or provide for system access for ad hoc reporting. Reports shall include: ■ Loss experience ■ Summary of claim and loss experience, broken down by injury type, injury cause, department, and location of injury ■ Cost, frequency and severity report ■ Claim activity summary (new, re-open/closed/disputed, etc.) ■ Claim master file listing ■ Detail list of claimants including current and prior claim activity ■ Retention level analysis ■ Reserve analysis detailing rationale and total cost ■ OSHA 300 Log ■ Lost time analysis ■ PPO penetration ■ Average cost by medical provider City of Boynton Beach RFP No.004-1710-19/IT Page 11 of 52 Page 258 of 1324 ■ Number of Days from DOA Date to MMI Date 3. CLAIMS HANDLING: 1. The TPA shall use its best judgment in managing claims and in setting reserves for future payment and shall perform the following functions with regard to claims: 2. Within one (1) working day of receipt of a new claim, all data shall be entered into the information system, assigned the proper codes and initial reserves. 3. Within 24 hours respond to inquiries from employees and/or injured parties regarding the status of their claim. 4. Clearly document each file all phone conversations, discussions, and meetings held on the case. 5. Promptly enter into the computer system all pre-approved payments, reserve revisions, and file closings. 6. The TPA shall maintain emergency response procedures with the ability to establish a catastrophic operation center within 48 hours. 7. The TPA is expected to be familiar with applicable laws regarding potential liability for injury or damage or other loss to members of the public (e.g. familiarity with Florida's sovereign immunity statutes, Federal law regarding governmental liability, etc.). 8. Firefighters and Police are subject to Occupational Disease Claims and FS 112.181. City of Boynton Beach requires that adjusters handling these types of claims be educated in the different statutory requirements associated with these claims. 9. Written status reports shall be provided to the City prior to these quarterly claim reviews. 10. The TPA shall maintain claim review procedures in place for supervisors or auditors within its firm. 11. The TPA shall have established standard reserving practices to assist City in establishing reserves. Reserves shall be reviewed at a minimum of every 90 days. File notes should reflect reserves were reviewed. 12. The TPA shall coordinate a claims funding arrangement that is acceptable to the City of Boynton Beach. 13. Prepare and /or assist City staff with all appropriate responses to and inquiries of all regulatory agencies. 14. The TPA is responsible for ensuring compliance with all City of Boynton Beach RFP No.004-1710-19/IT Page 12 of 52 Page 259 of 1324 reporting requirements by regulatory agencies including but not limited to Medicare Secondary Reporting Act of 2007 and all subsequent revisions. 4. DATA, FILING AND REPORTS MANAGEMENT 1. The TPA must prepare, maintain, and file statistical data, records, or reports as required by excess insurers, City actuaries, and the State. 2. The TPA must prepare, maintain and file statistical information required by the workers' compensation rating bureaus, including all data required for the promulgation of the City's experience modification and state assessments. 3. The TPA must prepare and file any other reports as required by the City and the State relating to claims experience, payments, etc. (i.e., DWC-51, Aggregate Defense Attorney Fee Report due to the state by March 31 of each year). 4. All charges related to these services identified herein are to be included in the pricing provided for each option. Any costs associated with programming changes that are necessary to create a report required by the City (any report listed in the Scope of Services) are the responsibility of the TPA. Specialty reports available beyond those identified in the Scope of Services or requested by the City are to be provided and the City will request a cost proposal for each report based on the fee structure in the price proposal. 5. All claims data is the property of the City and any data and media will be provided to the City upon request or upon termination of this agreement at no additional cost to the City. 5. LOSS FUND MANAGEMENT SERVICES 1. The selected TPA, at their expense, will ensure all claims and payment data is included in their loss runs. Historical data from our current TPA's database cannot be purged. Claims data for all open and closed claims must be transferred. 2. Loss runs are to be provided on a monthly basis sorted separately by policy year and department/location. Loss runs should list each claim separately. Specific summary reports also must be provided. The following reports are required: ■ Claims listing by Department ■ Check register ■ Cumulative report by line of coverage by year ■ Annual summary reports ■ Location report ■ Large loss or severity report ■ Safety report City of Boynton Beach RFP No.004-1710-19/IT Page 13 of 52 Page 260 of 1324 ■ Excess insurance report ■ Litigation report ■ Legal payments report ■ Pharmacy Penetration report ■ Care Management report (Telephonic/Field) 3. All claims, expense and legal payments will be made by the TPA on checks drawn on an account set up by the TPA and funded bi-weekly by the City. It is understood that all funds in this account are City funds and are to be returned to the City upon request or at termination of this contract. 4. The monthly reconciliation statement submitted by the TPA to the City will include the following: ✓ Balance at inception of statement period ✓ Total disbursements which cleared, by date and claimant/payee ✓ Balance at close of statement period. 5. The TPA will submit an invoice to the City on a monthly basis which provides an Itemized listing of all banking fees related to the bank account set up by the TPA on behalf of the City of Boynton Beach. 6. PROPERTY & CASUALTY CLAIMS ADJUSTING AND INVESTIGATING SERVICES 6.1. LIABILITY DEFINITIONS Claim: Any report of an accident (first or third party) alleging or resulting in injury, damage, or loss which could give rise to a demand for the payment of money. The claim charge is applicable on a per occurrence, per claimant, per line of coverage basis. Discretionary Settlement: The TPA is not authorized to make payment, for loss or expense, without the prior approval of the Director of Human Resources and Risk Management of the City of Boynton Beach. Qualified claim or loss: The TPA shall investigate and adjust any loss or claim reported within the service term, provided the loss or claim type is identified. Allocated expenses: Will be the responsibility of the City of Boynton Beach and include, but not be limited to: ■ legal fees ■ professional photographs ■ medical record ■ experts' rehabilitation costs City of Boynton Beach RFP No.004-1710-19/IT Page 14 of 52 Page 261 of 1324 ■ accident reconstruction ■ architects, contractors ■ engineers ■ police, fire, coroner, weather, or other such reports ■ property damage appraisals ■ extraordinary costs for witness statements ■ official documents and transcripts sub rosa investigations ■ medical examinations ■ extraordinary travel made at City of Boynton Beach's request ■ court reporters ■ fees for service of process ■ pre-and post-judgment interest paid ■ chemists ■ any other similar cost, fee or expense reasonably chargeable to the investigation, negotiation, settlement or defense of a claim or loss which must have the explicit prior approval of the City of Boynton Beach. 6.2. LIABILITY PROPOSER'S RESPONSIBILITIES The TPA shall perform the following services: 1. Review each claim and loss report submitted by the City of Boynton Beach during the term of this Contract. 2. Assign a qualified, experienced, Florida licensed adjuster within 24 hours of receipt of claim. 3. Contact claimant within 48 hours of assignment of claim. 4. Conduct an appropriate investigation of each qualified claim or loss. 5. Maintain a file for each qualified claim or loss which shall be available for review by the City of Boynton Beach. 6. Adjust, settle or resist all qualified claims or losses with the specific approval of the City of Boynton Beach. 7. Perform necessary and customary administrative and clerical work in connection with each qualified claim or loss, including the City of Boynton Beach RFP No.004-1710-19/IT Page 15 of 52 Page 262 of 1324 preparation of checks or vouchers, releases, agreements, and/or other documents to manage and finalize a claim. 8. Promptly establish and update claim reserves at least every ninety (90) days. 9. Timely notify City of Boynton Beach, City of Boynton Beach agent, and excess insurer(s), as designated by the City of Boynton Beach, of all qualified claims or losses which may exceed the City of Boynton Beach retention and, if requested, provide information on the status of those claims or losses. 10. Coordinate investigations on litigated claims with attorneys representing the City of Boynton Beach and with representatives of the excess carrier, as required. It is expressly understood that all legal costs and loss payment will be charged to the City of Boynton Beach. 11. Have internal product support staff review large and unusual claims at no additional cost to the City of Boynton Beach, unless specified. 12. Maintain an automated loss and information system, and provide the City of Boynton Beach with electronic access to claim reports. 13. Assist the City of Boynton Beach in selecting appropriate experts or specialists as the claims may require. 14. Provide personnel needed to perform the services agreed to herein. 15. Maintain a comprehensive database of all claims reported. This data shall belong to the CITY OF BOYNTON BEACH and shall be made available to the CITY OF BOYNTON BEACH at any time. Upon termination of the Contract, the TPA shall provide the CITY OF BOYNTON BEACH with an electronic copy of the data in ASCII format. 6.3. RISK MANAGEMENT SOFTWARE / REPORTING: 1. The TPA is required to provide monthly and annual summaries of claims by type of risk and shall recap each year's experience, including prior years, to date. The reports shall be on a fiscal year basis (October 1 st -September 30th) in a format acceptable to the City of Boynton Beach, and shall be prepared in accordance with the provisions below: a. Claims Experience Reports should be provided within 15 days of the end of the period for which each report applies. b. Adjusting Service shall provide a report of accounts for aggregate loss experience analysis. City of Boynton Beach RFP No.004-1710-19/IT Page 16 of 52 Page 263 of 1324 c. City of Boynton Beach requires the ability to provide a breakdown of experience for each department. Supplemental claims documentation shall provide, in plain English, sufficient information to indicate what happened, to whom or what and how much has been paid or is expected to be paid. 2. Online and real time access to the administrator's claim system, including all adjuster's notes is critical to the City of Boynton Beach. TPAs must have a software product that the City of Boynton Beach can access to view the administrator's automated claim files, including adjusters' notes, payments, claim notes, imaging of invoices and messaging capabilities. 3. OSHA reporting capabilities shall include the ability to separate OSHA reportable claims from Record Only claims. 4. TPA shall have staff available that can create reports when requested by the City. 6.4. CITY OF BOYNTON BEACH CONTROL: 1. City of Boynton Beach reserves the right to direct the TPA regarding settlement of all claims. 2. Legal Services: The City of Boynton Beach reserves the right to assign legal counsel to all claims. 3. City of Boynton Beach shall have the right to inspect or audit the files, including the right to utilize an outside auditor for these functions on City of Boynton Beach's behalf. The City of Boynton Beach requires the TPA files to be electronically stored with access provided to City of Boynton Beach of all stored document images, faxes, incoming email attachments, and all documents generated by the Claims Management System. 4. Claims Records as Property of City of Boynton Beach: All claims files and other records, documents, lists, supplies, etc., pertaining to claims are the property of City of Boynton Beach and will be delivered to City of Boynton Beach upon contract termination with no additional fee to the City. 2. TERM OF SERVICES The Contract shall be for three (3) years, with the option to renew for three (3) additional one-year terms at the discretion of the City and based upon mutually agreeable rates. 3. RESERVATION OF RIGHT TO SEPARATE The City of Boynton Beach reserves the right to separate the proposals for TPA for Workers' Compensation and Adjuster Services for Property and Casualty and to award as separate contracts. City of Boynton Beach RFP No.004-1710-19/IT Page 17 of 52 Page 264 of 1324 Section III - PROPOSAL SUBMITTAL INSTRUCTIONS AND REQUIREMENTS I. In order to facilitate the analysis of responses to this RFP, Respondents are required to prepare their proposals in accordance with the instructions outlined in this section. Consultants whose proposals deviate from these instructions may be considered non- responsive and may be disqualified at the discretion of the City of Boynton Beach. II. Proposals shall be prepared as simply as possible and provide a straightforward, concise description of the Respondent's capabilities to satisfy the requirements of the RFP. Expensive bindings, color displays, promotional materials, etc., are not necessary or desired. Emphasis shall be concentrated on accuracy, completeness, and clarity of content. a. Each of the seven (7) sections listed below shall be tabbed and labeled. b. Each page shall be numbered on the bottom right hand corner. c. Submit one (1) original proposal and four (4) copies + one (1) electronic copy on flash drive or CD/DVD. Cl. The proposal shall be organized as follows: Proposal Tab Section Title 1. Introduction letter/ Statement of Interest 2. Statement of Organization /Executive Summary 3. Minimum Qualifications 4. Qualifications/Experience of Firm and Team 5. Similar Projects/ References 6. Cost Proposal 7. Submittal Forms TAB 1 - INTRODUCTION LETTER / STATEMENT OF INTEREST = The Respondent shall provide an introduction letter on corporate letterhead, signed by an authorized representative of the company. The letter should clearly indicate the company name, address and signature. This letter shall provide a brief narrative highlighting the Respondent's proposal. This tab section should not include cost quotations. TAB 2 — STATEMENT OF ORGANIZATION_:— The Respondent shall provide the following information: A. Legal contracting name including any dba. B. State of organization or incorporation. C. Ownership structure of Respondent's company. (e.g., Sole Proprietorship, Partnership, Limited Liability Corporation, Corporation) D. Federal Identification Number. E. Contact information for Respondent's Corporate headquarters. Address City, State, Zip City of Boynton Beach RFP No.004-1710-19/IT Page 18 of 52 Page 265 of 1324 Phone F. Contact information for Respondent's Local office (if any). Address City, State, Zip Phone G. List of officers, owners and/or partners, or managers of the firm. Include names, business addresses, email addresses, and phone numbers. H. Any additional organizational information that Respondent wishes to supply to augment its organizational structure. I. Contact information for Respondent's Primary representative during this RFP process. Name Phone E-mail Mailing Address City, State, Zip J. Contact information for Respondent's Secondary representative during this RFP process. Name Phone E-mail Mailing Address City, State, Zip K. Briefly summarize any potential conflicts of interest, pending or current litigation relating to the performance of requested surveying services in which Respondent is party to. Disclose any circumstance where the conduct of the Respondent is being investigated or has had an adverse determination by any legal or administrative body. L. Provide details of any ownership changes to Respondent's organization in the past three years or changes anticipated within six months of the Due Date and Time (e.g., mergers, acquisitions, changes in executive leadership). TAB 3 — MINIMUM QUALIFICATIONS — Each respondent shall submit information and documentation requested that confirms it meets the following qualification requirement(s): a. Must be registered with the States of Florida, Division of corporations to do business in Florida. No documentation is required. The City will verify registration. b. Respondent must h be a Qualified Servicing Entity with the State of Florida Department of Financial Services, Division of Workers Compensation per 69L-5.229. Proposers who do not satisfy the requirements or who fail to provide supporting documentation and/or affidavits as specified herein may be deemed non-responsive. If a prescribed format or required documentation for the response to information requirements is listed below, Proposers should use said format and supply said documentation to be City of Boynton Beach RFP No.004-1710-19/IT Page 19 of 52 Page 266 of 1324 considered responsive. Respondent shall provide documentation and contact information for City's use in order to comply with this requirement. TAB 4— QUALIFICATIONS AND EXPERIENCE OF FIRM AND TEAM — 1. The Respondent shall describe its qualifications and demonstrated experience with a services of this scale and similar complexity. 2. Describe the qualifications and demonstrated experience of key persons who shall be assigned to the project, especially the claims professionals that will be assigned to this project. Attach brief resumes and additional information as needed. 3. Provide examples of project assignments, experience and qualifications relevant to the proposed project. Describe if experience is with this firm or other firms. TAB 5— SIMILAR PROJECTS/ REFERENCES — 1. Provide at least three (3) references for similarly successful projects from at least three (3) governmental agencies (or regional districts), including the name of the agency, contact name, telephone, fax and email address. TAB 6 — COST PROPOSAL — The City of Boynton Beach requests that the firms interested in responding complete the Cost Proposal Form attached herein. If a discount off retail pricing for items not specifically listed on the Cost Proposal Form is available, please provide that information. Also include any other pricing discounts or offers that will assist the City of Boynton Beach in obtaining the best possible pricing for the services provided. TAB 7 — SUBMITTAL FORMS — Respondents must complete and submit the required forms in order for submittal to be considered a valid response. DO NOT INCLUDE YOUR PRICE PROPOSAL FORM IN THIS SECTION RATHER INCLUDE IT IN TAB 6— PRICE PROPOSAL. ■ Proposer's Acknowledgement ■ Acknowledgment of Addendum(s) ■ Statement of Proposer's Qualifications ■ References ■ Anti-Kickback Affidavit ■ Non Collusion Affidavit of Prime Proposer ■ Confirmation of Minority Owned Business ■ Confirmation of a Drug Free Workplace ■ Acknowledgement of PBC Inspector General ■ City of Boynton Beach Local Business Status ■ Scrutinized Companies Certification Form ■ Schedule of Sub-Consultants ■ Statement of No Proposal (if applicable) Section IV— PROPOSAL EVALUATION METHOD AND CRITERIA: The City will designate a Selection Committee to review and evaluate the Proposals submitted in response to this RFP. City of Boynton Beach RFP No.004-1710-19/IT Page 20 of 52 Page 267 of 1324 The Purchasing Manager shall determine whether each Respondent is responsive and responsible. For the purposes of this RFP, a responsive Respondent means a Firm that has submitted a proposal that conforms in all material respects to the requirements in the RFP. Accordingly, the Purchasing Manager will determine whether each Proposer correctly submitted all of the necessary forms and documents. Among other things, a proposal may be found to be non-responsive if the Respondent failed to provide the information requested in the RFP; failed to utilize or complete the required forms; provided incomplete, indefinite, or ambiguous responses; failed to comply with the applicable deadlines; provided improper or undated signatures; or provided information that is false, misleading, or exaggerated. The Selection Committee will evaluate each proposal utilizing the following criteria: Criterion Max Score Proposed Fees/Cost of Services 25 Qualifications/Experience of Firm and Project Team 25 Scope of Services, Approach, Soundness of Proposal 20 Reporting and Software Functionality 15 Business Methods/ Operations 10 Local Business Certification Form 5 Total 100 At any time during the Selection process, the City may reject a proposal if the City concludes the Proposer is not qualified (e.g. Proposer does not satisfy the minimum requirements criteria set forth in this RFP). City of Boynton Beach RFP No.004-1710-19/IT Page 21 of 52 Page 268 of 1324 REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-19/IT GENERAL CONDITIONS 1. FAMILIARITY WITH LAWS: The qualifier is assumed to be familiar with all Federal, State and Local laws, ordinances, rules and regulations that in any manner affect the equipment. Ignorance on the part of the qualifier will in no way relieve them from responsibility. 2. BID FORMS: The bidder will submit a bid on the bid forms provided. All bid prices, amounts and descriptive information must be legibly entered. The bidder must state the price and the time of delivery for which they propose to deliver the equipment or service requested. The bidder IS required to be licensed to do business as an individual, partnership or corporation in the State of Florida. Place all required bid forms in a sealed envelope that has the company's name and address, proposal title, number, proposal date and time on the outside of the sealed envelope. Proposals not submitted on appropriate proposal forms may be rejected. All proposals are subject to the conditions specified herein. Proposals which do not comply with these conditions are subject to rejection. 3. EXECUTION OF BID: Proposal must contain an original signature of a representative who is legally authorized to contractually bind the Proposer. 4. NO BID: If not submitting a proposal, respond by returning one copy of the"STATEMENT OF NO BID" and explain the reason by indicating one of the reasons listed or in the space provided. Repeated failure to quote without sufficient justification shall be cause for removal of the Professional's name from the mailing list. NOTE: To qualify as a respondent, bidder must submit a "NO BID" and it must be received no later than the stated bid receiving date and hour. 5. BID DEADLINE: It is the proposer's responsibility to assure that the proposal is delivered at the proper time and place prior to the proposal deadline. The City of Boynton Beach is not responsible for the U.S. Mail or private couriers in regards to mail being delivered by a specified time so that a proposal can be considered. Proposals which for any reason are not delivered by the deadline will not be considered. If no award has been made, the City reserves the right to consider proposals that have been determined by the City to be received late due to mishandling by the City after receipt of the proposal. Offers by telegram or telephone are not acceptable. 6. RIGHT TO REJECT RFP: Right is reserved to reject any or all RFP's and to waive technical errors, or to accept any RFP's that are in part deemed as the best responsible qualifier which represents the most advantageous RFP to the City. In determining the ,'most advantageous RFP", price, quantifiable factors, and other factors are considered. This would include specifications, proposed schedule, the proposed price and other factors contributing to the overall acquisition cost of this service. Consideration may be given, but not necessarily limited to conformity to the specifications, including timely delivery, product warranty, a qualifier's proposed service, City of Boynton Beach RFP No.004-1710-19/IT Page 22 of 52 Page 269 of 1324 ability to supply and provide service, delivery to required schedules and past performances in other Contracts with the City or other government entities. 7. RIGHTS OF THE CITY: The City expressly reserves the right to: ■ Waive as an informality, minor deviations from specifications at a lower price than the best responsible qualifier meeting all aspects of the specifications and consider it, if it is determined that total cost is lower and the overall function is improved or not impaired; ■ Waive any defect, irregularity or informality in any RFP or qualifying procedure; ■ Reject or cancel any or all RFP's; ■ Reissue Request For Proposal Invitation; ■ Extend the RFP opening time and date; ■ Consider and accept an alternate RFP as provided herein when most advantageous to the City. 8. STANDARDS: Factors to be considered in determining whether the standard of responsibility has been met include whether a prospective qualifier has: ■ Available the appropriate financial, material, equipment, facility and personnel resources and expertise, or the ability to obtain them, necessary to indicate its capability to meet all contractual requirements; ■ A satisfactory record of performances; ■ A satisfactory record of integrity; ■ Qualified legally to Contract within the State of Florida and the City of Boynton Beach; ■ Supplied all necessary information in connection with the inquiry concerning responsibility. 9. INFORMATION AND DESCRIPTIVE LITERATURE: Proposers must furnish all information requested in the spaces provided on the RFP form. Further, as may be specified elsewhere, each qualifier must submit for RFP evaluation cuts, sketches, and descriptive literature and technical specifications covering the products offered. Reference to literature submitted with a previous RFP or on file with the buyer will not satisfy this provision. 10. INTERPRETATIONS: Any questions concerning conditions and specifications should be directed to this office in writing no later than ten (10) days prior to the RFP closing. Inquiries must reference the date by which the RFP is to be received. 11. CONFLICT OF INTEREST: The award hereunder is subject to all conflict of interest provisions of the City of Boynton Beach, Palm Beach County, of the State of Florida. 12. TRADE SECRET:Any language contained in the Proposer's Proposal purporting to require confidentiality of any portion of the Proposal, except to the extent that certain information is in the City's opinion a Trade Secret pursuant to Florida law, shall be void. If a Proposer submits any documents or other information to the City which the Proposer claims is Trade Secret City of Boynton Beach RFP No.004-1710-19/IT Page 23 of 52 Page 270 of 1324 information and exempt from Florida Statutes Chapter 119.07 (Public Records Laws), the Proposer shall clearly designate that it is a Trade Secret and that it is asserting that the document or information is exempt. The Proposer must specifically identify the exemption being claimed under Florida Statutes 119.07. The City shall be the final arbiter of whether any information contained in the Proposer's Proposal constitutes a Trade Secret. The City's determination of whether an exemption applies shall be final, and the Proposer agrees to defend, indemnify, and hold harmless the City its officers, employees, volunteers, and agents, against any loss or damages incurred by any person or entity as a result of the City's treatment of records as public records. Proposals purporting to be subject to copyright protection in full or in part will be rejected. EXCEPT FOR CLEARLY MARKED PORTIONS THAT ARE BONA FIDE TRADE SECRETS PURSUANT TO FLORIDA LAW, DO NOT MARK YOUR PROPOSAL AS PROPRIETARY OR CONFIDENTIAL. DO NOT MARK YOUR PROPOSAL OR ANY PART THEREOF AS COPYRIGHTED. 13. SUBCONTRACTING: If a qualifier subcontracts any portion of a Contract for any reason, they must state the name and address of the subcontractor and the name of the person to be contacted on the attached "Schedule of Subcontractors". The City of Boynton Beach reserves the right to accept or reject any or all RFP's wherein a subcontractor is named and to make the award to the qualifier, who, in the opinion of the City, will be in the best interest of and/or most advantageous to the City. The City also reserves the right to reject the RFP of any qualifier if the RFP names a subcontractor who has previously failed in the proper performance of an award or failed to deliver on time Contracts of a similar nature, or who is not in a position to perform properly under this award. The City reserves all rights in order to make a determination as to the foregoing. 14. ADDENDA: From time to time, the City may issue an addendum to change the intent or to clarify the meaning of the Contract documents. Since all addenda are available to Proposers at the Office of Procurement Services, it is each qualifier's responsibility to check with the issuing office and immediately secure all addenda before submitting RFP's. It is the usual practice for the City to upload all addenda to Demanstar.com, but it cannot be guaranteed that all Proposers will receive ALL addendum(s) in this manner. Each qualifier shall acknowledge receipt of ALL addenda by notation on the RFP. 15. ESCALATOR CLAUSE: Any RFP which is submitted subject to an escalator clause will be rejected. 16. EXCEPTIONS: Incorporation in an RFP of exceptions to any portion(s), of the Contract documents may invalidate the RFP. Exceptions to the Technical and Special Provisions shall be clearly and specifically noted in the qualifier's RFP on a separate sheet marked "EXCEPTIONS TO THE SPECIFICATIONS" and this sheet shall be attached to the RFP. The use of qualifier's standard forms or the inclusion of manufacturer's printed documents shall not be construed as constituting an exception within the intent of the Contract documents. 17. DISPUTES: In case of any doubt or difference of opinion as to the items to be furnished hereunder, the decision of the City Manager shall be final and binding on both parties. 18. ANTITRUST CAUSE OF ACTION: In submitting an RFP to the City of Boynton Beach, the respondent offers and agrees that if the RFP is accepted, the respondent will convey, sell, assign or transfer to the City of Boynton Beach all rights, title and interest in and to all causes of action it may now or hereafter acquire under the antitrust laws of the United States and State of Florida for price fixing relating to the particular commodities or services purchased or City of Boynton Beach RFP No.004-1710-19/IT Page 24 of 52 Page 271 of 1324 acquired by the City of Boynton Beach. At the City of Boynton Beach's discretion, such assignment shall be made and become effective at the time the purchasing agency tenders final payment to the respondent. 19. GOVERNMENTAL RESTRICTIONS: In the event any governmental restrictions may be imposed which would necessitate alteration of the material, quality, workmanship or performance of the items offered on this RFP prior to their delivery, it shall be the responsibility of the successful qualifier to notify the City at once, indicating in a letter the specific regulation which required an alteration. The City reserves the right to accept any such alterations, including any price adjustments occasioned thereby, or to cancel the Contract at no expense to the City. 20. LEGAL REQUIREMENTS: Federal, State, County, and City laws, ordinances, rules, and regulations that in any manner affect the items covered herein apply. Lack of knowledge by the qualifier will in no way be a cause for relief from responsibility. 21. ON PUBLIC ENTITY CRIMES - All Request for Proposal Invitations as defined by Section 287.012(l 1), Florida Statutes, Requests for Proposal as defined by Section 287.012(16), Florida Statutes, and any contract document described by Section 287.058, Florida Statutes, shall contain a statement informing persons of the provisions of paragraph (2)(a) of Section 287.133, Florida Statutes, which reads as follows: "A person or affiliate who has been placed on the convicted Professional list following a conviction for public entity crime may not submit an RFP on a contract or provide any goods or services to a public entity, may not submit an RFP on a contract with a public entity for the construction or repair of a public building or public work, may not submit RFP's 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 Section 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted Professional list". 22. ADVERTISING: In submitting an RFP, the qualifier agrees not to use the results therefrom as a part of any commercial advertising. Violation of this stipulation may be subject to action covered under"NONCONFORMANCE TO CONTRACT CONDITIONS". 23. ASSIGNMENT: Any Purchase Order issued pursuant to this RFP invitation and the monies which may become due hereunder are not assignable except with the prior written approval of the City. 24. LIABILITY: The selected bidder(s) shall hold and save harmless the City of Boynton Beach, Florida its officers, agents, volunteers and employees from liability of any kind in the performance of this Contract. Further, the selected bidder(s) shall indemnify, save harmless and undertake the defense of the City, its City Commissioners, agents, servants an employees from and against any and all claims, suits, actions, damages, or causes of action arising during the term of this Contract, for any personal or bodily injury, loss of life, or damage to property arising directly or indirectly from bidder's operation pursuant to this Contract and from and against all costs, attorney fees, expenses and liabilities incurred in and about any such claims, the investigation thereof, or the defense of any action or proceedings brought thereon, and from and against any orders or judgments which may be entered therein. The City shall notify the bidder within ten (10) business days of receipt by the City of any claim, suit or action against the City arising directly or indirectly from the operations of the bidder City of Boynton Beach RFP No.004-1710-19/IT Page 25 of 52 Page 272 of 1324 hereunder, for which the City may be entitled to a claim or indemnity against the bidder, under the provisions of this Contract. Bidder shall have the right to control the defense of any such claim, suit, or actions. The bidder shall also be liable to the City for all costs, expenses, attorneys' fees and damages which may be incurred or sustained by the City by reason of the bidder's breach of any of the provision of the contract. Bidder shall not be responsible for negligent acts of the City or its employees. 25. PURCHASING AGREEMENTS WITH OTHER GOVERNMENT AGENCIES: At the option of the Professional, the use of the contract resulting from this solicitation may be extended to other governmental agencies, including the State of Florida, its agencies, school boards, political subdivisions, counties, and cities. Each governmental agency allowed by the Contractor to use this contract shall do so independent of any other governmental entity. Each agency shall be responsible for its own purchases and shall be liable only for goods or services ordered, received and accepted. No agency receives any liability by virtue of this bid and subsequent contract award. 26. AWARD OF CONTRACT: Contracts or Purchase Orders will be awarded by the City to the most responsive, responsible qualifier whose RFP represents the most advantageous RFP to the City, Evaluation of RFP's will be made based upon the evaluation factors and standards heretofore set forth. The City reserves the right to reject any and all RFP's and to waive technical errors as heretofore set forth. In the event of a Court challenge to an award by any qualifier, damages, if any, resulting from an improper award shall be limited to actual RFP preparation costs incurred by the challenging qualifier. In no case will the award be made until all necessary investigations have been made into the responsibility of the qualifier and the City is satisfied that the best responsible qualifier is qualified to do the work and has the necessary organization, capital and equipment to carry out the required work within the time specified. 27. FUNDING OUT: The resultant Agreement shall remain in full force and effect only as long as the expenditures provided for in the Agreement have been appropriated by the City Commission for the City of Boynton Beach in the annual budget for each fiscal year of this Agreement, and is subject to termination based on lack of funding. 28. LICENSE AND PERMITS: It shall be the responsibility of the successful qualifier to obtain all licenses and permits, if required, to complete this service at no additional cost to the City. Licenses and permits shall be readily available for review by the Assistant to the Finance Director and City Inspectors. 29. COMPLIANCE WITH OCCUPATIONAL SAFETY AND HEALTH: Qualifier certifies that all material, equipment, etc., contained in this RFP meets all O.S.H.A. requirements. Qualifier further certifies that if awarded as the successful qualifier, and the material equipment, etc. delivered is subsequently found to be deficient in any O.S.H.A. requirement in effect on date of delivery, all costs necessary to bring the materials, equipment, etc., into compliance with the aforementioned requirements shall be borne by the qualifier. Qualifier certifies that all employees, subcontractors, agents, etc. shall comply with all O.S.H.A. and State safety regulations and requirements. 30. PALM BEACH COUNTY INSPECTOR GENERAL: The contractor is aware that the Inspector General of Palm Beach County has the authority to investigate and audit matters relating to the negotiation and performance of any contracts resulting from this solicitation, and in furtherance thereof, may demand and obtain records and testimony from the contractor and its subcontractors. The contractor understands and agrees that in addition to all other remedies and consequences provided by law, the failure of City of Boynton Beach RFP No.004-1710-19/IT Page 26 of 52 Page 273 of 1324 the contractor or its subcontractors or lower tier subcontractors to fully cooperate with the Inspector General when requested, may be deemed by the municipality to be a material breach of this contract justifying its termination. 31. PUBLIC RECORDS: Sealed documents received by the City in response to an invitation are exempt from public records disclosure until thirty (30) days after the opening of the Bid unless the City announces intent to award sooner, in accordance with Florida Statutes 119.07. The City is public agency subject to Chapter 119, Florida Statutes. The Contractor shall comply with Florida's Public Records Law. Specifically, the Contractor shall: A. Keep and maintain public records required by the CITY to perform the service; B. Upon request from the CITY's custodian of public records, provide the CITY with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in chapter 119, Fla. Stat. or as otherwise provided by law; C. Ensure that public records that are exempt or that are confidential and exempt from public record disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and, following completion of the contract, Contractor shall destroy all copies of such confidential and exempt records remaining in its possession once the Contractor transfers the records in its possession to the CITY; and D. Upon completion of the contract, Contractor shall transfer to the CITY, at no cost to the CITY, all public records in Contractor's possession All records stored electronically by Contractor must be provided to the CITY, upon request from the CITY's custodian of public records, in a format that is compatible with the information technology systems of the CITY. E. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: JUDY PYLE, CITY CLERK 3301 QUANTUM BLVD., SUITE 101 BOYNTON BEACH, FLORIDA, 33426 561-742-6061 PYLEJ@BBFL.US 32. LOCAL BUSINESS STATUS CERTIFICATION: The City of Boynton Beach Administrative Policy No. 10.16.01 provides for a local business preference. "For all acquisitions made pursuant to Requests for Proposals, Requests for Qualifications or Requests for Letters of Interest, the solicitation shall include a weighted criterion for Local City of Boynton Beach RFP No.004-1710-19/IT Page 27 of 52 Page 274 of 1324 Businesses of five percentage points (5%) of the total points in the evaluation criteria published in the solicitation. For all acquisitions made pursuant to Requests for Proposals, Requests for Qualification or Requests for Letters of Interest, where the solicitation includes a qualitative ranking rather than a quantitative selection, the evaluation criteria shall include a Local Business preference, as reasonably determined by the Financial Services Department, Purchasing Services, consistent with the intent of this Policy. Each such solicitation shall clearly define the application of the Local Business preference." In order to be considered for a local business preference, a Respondent must include the Local Business Status Certification Form at the time of RFP submittal. Failure to submit this form at the time of RFP submittal will result in the Respondent being found ineligible for the local business preference for this solicitation. Respondents who are certified as required will receive the full five points allotted for this evaluation criteria. All other firms will receive zero points in this evaluation criterion. 33. SCRUTINIZED COMPANIES - 287.135 and 215.473 By submission of this Bid, Proposer certifies that Proposer is not participating in a boycott of Israel. Proposer further certifies that Proposer is not on the Scrutinized Companies that Boycott Israel list, not on the Scrutinized Companies with Activities in Sudan List, and not on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or has Contractor been engaged in business operations in Syria. Subject to limited exceptions provided in state law, the City will not contract for the provision of goods or services with any scrutinized company referred to above. Submitting a false certification shall be deemed a material breach of contract. The City shall provide notice, in writing, to Contractor of the City's determination concerning the false certification. Contractor shall have five (5) days from receipt of notice to refute the false certification allegation. If such false certification is discovered during the active contract term, Contractor shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false certification was made in error. If Contractor does not demonstrate that the City's determination of false certification was made in error then the City shall have the right to terminate the contract and seek civil remedies pursuant to Section 287.135, Florida Statutes, as amended from time to time. QUESTIONS: Any questions relative to any item(s) or portion of Request for Proposal should be directed to Ilyse Triestman, Purchasing Manager, (561) 742-6322 Monday through Friday from 8:00 A.M. to 5:00 P.M; email: triestmanitc'i_ fl.us THE REMAINDER OF THE PAGE IS INTENTIONALLY LEFT BLANK. City of Boynton Beach RFP No.004-1710-19/IT Page 28 of 52 Page 275 of 1324 REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-19/IT PROPOSER ACKNOWLEDGEMENT Submit RFP's To: PROCUREMENT SERVICES 3301 Quantum Blvd., Suite 101 Boynton Beach, Florida 33426 Telephone: (561) 742-6322 RFP Title: THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP Number: 004-1710-19/IT RFP Received by: November 2, 2018, NO LATER THAN 2:30 P.M. RFP's will be opened in Procurement Services unless specified otherwise. RFP receiving date and time is scheduled for: November 2, 2018, NO LATER THAN 2:30 P.M. (LOCAL TIME) and may not be withdrawn within ninety (90) days after such date and time. All awards made as a result of this RFP shall conform to applicable sections of the charter and codes of the City. Name of Professional: Federal I.D. Number: A Corporation of the State of: Area Code: Telephone Number: Area Code: FAX Number: Mailing Address: City/State/Zip: E-mail Address: Authorized Signature Name Typed THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 29 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 276 of 1324 A D D E N D A CITY OF BOYNTON BEACH FLORIDA RFP TITLE: "THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS" RFP NO.: 004-1710-19/IT DATE SUBMITTED: We propose and agree, if this submittal is accepted, to contract with the City of Boynton Beach, in the Contract Form, to furnish all material, means of transportation, coordination, labor and services necessary to complete/provide the work specified by the Contract documents. Having studied the documents prepared by: THE CITY OF BOYNTON BEACH we propose to perform the work of this Project according to the Contract documents and the following addenda which we have received: ADDENDUM DATE ADDENDUM DATE ❑ NO ADDENDUM WAS RECEIVED IN CONNECTION WITH THIS BID THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 30 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 277 of 1324 REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-19/IT COST PROPOSAL FORM Proposers should use this form for submitting its Cost Proposal. The price shall be fixed and firm and should be fully burdened to include all necessary elements such as but not limited to salary, general administrative expenses, travel, mileage, overhead and fee/profit needed to perform all of the services described under this solicitation. PAYMENT SCHEDULE 2018 Projected No. of Claims Claim Rate 1) WORKERS' COMPENSATION: MEDICAL ONLY 76 INDEMNITY 14 OR—FLAT MONTHLY FEE ADDITIONAL SERVICES: MEDICARE REPORTING (Monthly Fee) /MO. PER CLAIM COST FOR PRIOR CLAIMS FILES 2) PROPERTY AND CASUALTY: AUTO LIABILITY BODILY INJURY 4 AUTO LIABILITY PROPERTY DAMAGE 1 AUTO PHYSICAL DAMAGE 0 GENERAL LIABILITY BODILY INJURY 4 GEN. LIABILITY PROPERTY DAMAGE 4 PROFESSIONAL LIABILITY 0 PROPERTY 1 THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 31 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 278 of 1324 REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-19/IT COST PROPOSAL FORM (CONTINUED) PAYMENT SCHEDULE 2018 Projected No. of Claims Claim Rate ELECTRONIC INCIDENTS 0 OR—FLAT MONTHLY FEE ADDITIONAL SERVICES: MEDICARE REPORTING (Monthly Fee) /MO. PER CLAIM COST FOR PRIOR CLAIMS FILES "The City reserves the right to Workers' Compensation and Property and Casualty either to the same or separate company." COMPANY NAME AUTHORIZED SIGNATURE TELEPHONE NO. PRINTED NAME E-MAIL ADDRESS TITLE DATE THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 32 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 279 of 1324 STATEMENT OF QUALIFICATIONS Each qualifier proposing on work included in these General Documents shall prepare and submit the data requested in the following schedule of information. This data must be included in and made part of each RFP document. Failure to comply with this instruction may be regarded as justification for rejecting the RFP response. * attach additional sheets giving the information 1. Name of Qualifier: 2. Business Address: 3. When Organized: 4. Where Incorporated: 5. How many years have you been engaged in business under the present firm name? 6. General character of work performed by your company. 7. Enclose evidence of possession of required licenses and/or business permits. 8. Number of employees. 9. Background and experience of principal members of your personnel, including officers. 10. Bonding capacity, if applicable. 11. Have you ever defaulted on a contract? If so, where and why?* THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 33 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 280 of 1324 12. Experience in performance of work similar in importance to this project. Project $Value Contact Name Phone # 13. Contracts on hand. * 14. Largest completed projects (include final cost). 1) 2) 3) 15. List all lawsuits (related to similar projects) or arbitration to which you have been a party and which: * 1) arose from performance: 2) occurred within the last 4 years: 3) provide case number and style: Dated at: this day of 20_ By: (written signature) Name: (printed or typed) Title: THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 34 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 281 of 1324 REFERENCES FOR (NAME OF FIRM) ""k 1\;, 1,1 1,l 1,l 1,l 1,l 1l 1,L 1,l 1"l 1,l 1,l 1,1 1"`. 1,l 1,l 1,l 1,l t, Company Name: Address: Contact Name: Phone: Fax: E-Mail: "¢l" "' 1\;, ll 1"l ll 1"l ll 1l l,L ll 1"l 1"l 1"l ll l,'. ll ll ll 1"l Company Name: Address: Contact Name: Phone: Fax: E-Mail: "¢l" "' 1\;, ll 1"l ll 1"l ll 1l l,L ll 1"l 1"l 1"l ll l,'. ll ll ll 1"l Company Name: Address: Contact Name: Phone: Fax: E-Mail: "¢l" "' 1\;, ll 1"l ll 1"l ll 1l l,L ll 1"l 1"l 1"l ll l,'. ll ll ll 1"l Company Name: Address: Contact Name: Phone: Fax: E-Mail: THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 35 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 282 of 1324 ANTI-KICKBACK AFFIDAVIT STATE OF FLORIDA ) SS COUNTY OF PALM BEACH ) I, the undersigned hereby duly sworn, depose and say that no portion of the sum herein submitted will be paid to any employees of the City of Boynton Beach as a commission, kickback, reward of gift, directly or indirectly by me or any member of my firm or by an officer of the corporation. By: NAME - SIGNATURE Sworn and subscribed before me this day of 20 Printed Information: NAME TITLE NOTARY PUBLIC, State of Florida at Large COMPANY "OFFICIAL NOTARY SEAL" STAMP THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 36 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 283 of 1324 NON COLLUSION AFFIDAVIT State of ) County of ) being first duly sworn, deposes and says that: 1) He/She is of , the qualifier (Title) (Name of Corporation or Firm) who has submitted the attached RFP No. 004-1710-19/IT for THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS 2) He/She is fully informed respecting the preparation and contents of the attached submittal and of all pertinent circumstances respecting such submittal; 3) Said RFP is genuine and is not a collusive or sham RFP; 4) Further, the said qualifier nor any of its officers, partners, owners, agents, representatives, employees or parties in interest, including this affiant, has in any way colluded, conspired, connived or agreed, directly or indirectly with any other qualifier, firm or person to submit a collusive or sham RFP in connection with the Contract for which the attached RFP has been submitted or to refrain from bidding in connection with such Contract, or has in any manner, directly or indirectly, sought by agreement or collusion or communications or conference with any other qualifier, firm or person to fix the price or prices in the attached RFP or of any other qualifier, or to fix any overhead, profit or cost element of the RFP price or the RFP price of any other qualifier, or to secure through any collusion, conspiracy, connivance or unlawful agreement any advantage against the City of Boynton Beach or any person interested in the proposed Contract; and 5) The price or prices quoted in the attached bid are fair and proper and are not tainted by any collusion, conspiracy, connivance or unlawful agreement on the part of the qualifier or any of its agents, representatives, owners, employees, or parties in interest, including this affiant. (Signed) (Title) Subscribed and sworn to before me This day of 20 My commission expires THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 37 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 284 of 1324 CONFIRMATION OF MINORITY OWNED BUSINESS A requested form to be made a part of our files for future use and information. Please fill out and indicate in the appropriate spaces provided which category best describes your company. Return this form with your bid proposal sheet making it an official part of your bid response. Is your company a Minority Owned Business ? Yes No If Yes, please indicate by an "X" in the appropriate box: ( ) AMERICAN INDIAN ( ) ASIAN ( ) BLACK ( ) HISPANIC ( ) WOMEN ( ) OTHER (specify) ( ) NOT APPLICABLE Do you possess a Certification qualifying your business as a Minority Owned Business? YES NO If YES, Name the Organization from which this certification was obtained and date: Issuing Organization for Certification Date of Certification THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 38 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 285 of 1324 CONFIRMATION OF DRUG-FREE WORKPLACE IDENTICAL TIE SUBMITTALS Preference shall be given to businesses with drug-free workplace programs. Whenever two or more submittals which are equal with respect to price, quality, and service are received by the City of Boynton Beach or by any political subdivision for the procurement of commodities or contractual services, a submittal received from a business that certifies that it has implemented a drug-free workplace program shall be given preference in the award process. Established procedures for processing tie submittals will be followed if none of the tied Professionals have a drug-free workplace program. In order to have a drug-free workplace program, a business shall: 1) Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2) Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3) Give each employee engaged in providing the commodities or contractual services that are under submittal a copy of the statement specified in subsection (1). 4) In the statement specified in subsection (1), notify the employee that, as a condition of working on the commodities or contractual services that are under submittal, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of Chapter 893 or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than 5 days after such conviction. 5) Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee's community by, any employee who is so convicted. 6) Make a good faith effort to continue to maintain a drug-free workplace through implementation of this section. As the person authorized to sign the statement, I certify that this firm complies fully with the above requirements. Professional's Signature THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 39 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 286 of 1324 PALM BEACH COUNTY INSPECTOR GENERAL ACKNOWLEDGMENT The Respondent is aware that the Inspector General of Palm Beach County has the authority to investigate and audit matters relating to the negotiation and performance of this contract, and in furtherance thereof may demand and obtain records and testimony from the Contractor and its subcontractors and lower tier subcontractors. The Respondent understands and agrees that in addition to all other remedies and consequences provided by law, the failure of the Contractor or its subcontractors or lower tier subcontractors to fully cooperate with the Inspector General when requested may be deemed by the municipality to be a material breach of this contract justifying its termination. CONTRACTOR NAME By Title: Date: THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 40 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 287 of 1324 CITY OF BOYNTON BEACH LOCAL BUSINESS STATUS CERTIFICATION I, , the of (Name of officer of company) (Title of officer of company) , located at (Name of Corporation/Company) (Business Address) Certify that I am an authorized representative of the business and, on behalf of the Business, request that it be deemed to be a local business for purposes of the City of Boynton Beach Local Preference Program. Answering yes to Question 1 and Question 2 below will qualify the business as a local business. In support of this request, I certify the following to be true and correct: NAME OF BUSINESS: 1. Is the business located within the City limits YES NO Number of Years: of Boynton Beach, Florida? 2. Does the business have a business tax YES NO Business License receipt issued in the current year? Number: 3. Is the business registered with the Florida YES NO Division of Corporations? I understand that misrepresentation of any facts in connection with this request may be cause for removal from the certified local business list. I also agree that the business is required to notify the City in writing should it cease to qualify as a local business. Print Name: Signature: ***FOR PURCHASING USE ONLY*** Business License ❑ Year Established: ❑ Active: Verified by: Date: THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 41 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 288 of 1324 CERTIFICATION PURSUANT TO FLORIDA STATUTE § 287.135 I, on behalf of certify Print Name and Title Company Name that does not: Company Name 1. Participate in a boycott of Israel; and 2. Is not on the Scrutinized Companies that Boycott Israel List; and 3. Is not on the Scrutinized Companies with Activities in Sudan List; and 4. Is not on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List; and 5. Has not engaged in business operations in Syria. Submitting a false certification shall be deemed a material breach of contract. The City shall provide notice, in writing, to the Contractor of the City's determination concerning the false certification. The Contractor shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false certification was made in error. If the Contractor does not demonstrate that the City's determination of false certification was made in error then the City shall have the right to terminate the contract and seek civil remedies pursuant to Florida Statute § 287.135. Section 287.135, Florida Statutes, prohibits the City from: 1) Contracting with companies for goods or services in any amount if at the time of bidding on, submitting a proposal for, or entering into or renewing a contract if the company is on the Scrutinized Companies that Boycott Israel List, created pursuant to Section 215.4725, F.S. or is engaged in a boycott of Israel; and 2) Contracting with companies, for goods or services over $1,000,000.00 that are on either the Scrutinized Companies with activities in the Iran Petroleum Energy Sector list, created pursuant to s. 215.473, or are engaged in business operations in Syria. As the person authorized to sign on behalf of the Contractor, I hereby certify that the company identified above in the section entitled "Contractor Name" does not participate in any boycott of Israel, is not listed on the Scrutinized Companies that Boycott Israel List, is not listed on either the Scrutinized Companies with activities in the Iran Petroleum Energy Sector List, and is not engaged in business operations in Syria. I understand that pursuant to section 287.135, Florida Statutes, the submission of a false certification may subject the company to civil penalties, THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 42 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 289 of 1324 attorney's fees, and/or costs. I further understand that any contract with the City for goods or services may be terminated at the option of the City if the company is found to have submitted a false certification or has been placed on the Scrutinized Companies with Activities in Sudan list or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List. COMPANY NAME SIGNATURE PRINT NAME TITLE THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 43 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 290 of 1324 @ / - / - LU c o \ 5 - t § ■ 2 @U • n m § ° z a � 0 £ ) ■ 0 � § o -_ - - \ - k 0 § ° (1) _ / § o v - q D kE ¥ \ 2 \ = e / U 2 § 7 / N D X40 _ � 2 C, .. = 7 « / \ 0/ Co o 0 0 ■ / 5 ° S ¥ k � / § \ ( a \ 2fk § S [ / 6 0 * E e U = § n 4-- fps @ n o @ a \3E 2 2 2222 200 0 O co CL E »® U LL F_ 'e E c @ S f_ e 2 /\ 2 C ° ° / 2 d2 ° � - / o gam = k * _ ■ o ■ � m O Co = ■ 7 � / 2 G ECo � $ § 2 \ o 2 § \ % � 7f � & [ � § \ � O oco CL 0 Cl) \ 53 0 � c d � £ / off ® � i -0 c � / 2 O § f = ■ & \ Co I-- C)_ a = oo \ LL LU _jf k Co § n # \ § o = e E 1 \ -0 \ 4) 2 mo = o mLU / / cL § \ mak LU I LU � LU � U E/ ƒ § ¥ / 7 Lu § O $ �® 0 \ \ g 0U LL 2 = aW 0 « 0 0 CL 0 \ /\ 2 k /k 2 F_ 5CL= r - 2 « § ± 0 , 2 ±/ E0 F_ 0 2 y2 ± _ ■ _ C/) 99§ 2 \ \ \ CL { 0) § ¥ Co 2 \ k / � a �\ E\ § k Cl) �kf _ \ a \ \ k / co E 0) 0 0 m ko \ z 0U W / $ \ w f £ = f 0 e n § cu = o / 7 -2 7 5o f 0 0 2 ( \ R = = 0 ■ n o o = STATEMENT OF NO SUBMITTAL If you are not submitting an RFP for this project, please complete and return this form to: PROCUREMENT SERVICES, City of Boynton Beach, 3301 Quantum Blvd., Suite 101, Boynton Beach, Florida 33426. Failure to respond may result in deletion of Firm's name from the City's Firm list. COMPANY NAME: ADDRESS: TELEPHONE: SIGNATURE: DATE: WE, the undersigned have declined to respond to your RFP No. 004-1710-19/IT THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS" because of the following reasons: Specifications too "tight", i.e., geared toward brand or manufacturer only (explain below) Insufficient time to respond to the Invitation We do not offer this product or an equivalent Our product schedule would not permit us to perform Unable to meet specifications Unable to meet bond requirements Specifications unclear (explain below) Other (specify below) REMARKS: 45 Page 292 of 1324 "DRAFT" SUBJECT TO REVISIONS PRIOR TO SIGNING. AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND FIRM THIS AGREEMENT is entered into between the City of Boynton Beach, hereinafter referred to as "the City", and , hereinafter referred to as "Firm", in consideration of the mutual benefits, terms, and conditions hereinafter specified. 1. PROJECT DESIGNATION. The Firm is retained by the City to perform professional services in connection with the RFP No. 004-1710-19/IT for THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS 2. SCOPE OF SERVICES. Firm agrees to perform the services, identified in Section II—Scope of Services and attached hereto as Exhibit A. 3. TIME FOR PERFORMANCE. Work under this agreement shall commence upon written notice by the City to the Firm to proceed. Firm shall perform all services and provide all work product required pursuant to this agreement upon written notice to proceed. 4. TERM: This Agreement shall commence upon award by City Commission. 5. PAYMENT: The City will pay the Firm, the fees as set forth in Exhibit B, Fees and Payments, which is attached hereto and made a part hereof. These fees will be paid by the City for completed work and for services rendered under this agreement as follows, not to exceed a. Payment for the work provided by Firm shall be made promptly on all invoices submitted to the City properly, provided that the total amount of payment to Firm shall not exceed the total contract price without express written modification of the Agreement signed by the City Manager or her designee. b. The Firm may submit invoices to the City once per month during the progress of the work for partial payment for project completed to date. Such invoices will be reviewed by the City, and upon approval thereof, payment will be made to the Firm in the amount approved. c. Final payment of any balance due the Firm of the total contract price earned will be made promptly upon its ascertainment and verification by the City after the completion of the work under this Agreement and its acceptance by the City. d. Payment as provided in this section by the City shall be full compensation for work performed, services rendered and for all materials, supplies, equipment and incidentals necessary to complete the work. e. The Firm's records and accounts pertaining to this agreement are to be kept available for inspection by representatives of the City and State for a period of three (3) years after the termination of the Agreement. Copies shall be made available upon request. 6. OWNERSHIP AND USE OF DOCUMENTS. All documents, drawings, specifications and other materials produced by the Firm in connection with the services rendered under this Agreement shall be the property of the City whether the project for which they are made is executed or not. The Firm shall be permitted to retain copies, including reproducible copies, Page X93 of 1324 of drawings and specifications for information, reference and use in connection with Firm's endeavors. 7. COMPLIANCE WITH LAWS. Firm shall, in performing the services contemplated by this Agreement, faithfully observe and comply with all federal, state and local laws, ordinances and regulations that are applicable to the services to be rendered under this agreement. 8. INDEMNIFICATION. Firm shall indemnify, defend and hold harmless the City, its offices, agents and employees, from and against any and all claims, losses or liability, or any portion thereof, including fees and costs, arising from injury or death to persons, including injuries, sickness, disease or death to Firm's own employees, or damage to property occasioned by a negligent act, omission or failure of the Firm. 9. INSURANCE. The Firm shall secure and maintain in force throughout the duration of this contract comprehensive general liability insurance with a minimum coverage of $1,000,000 per occurrence and $1,000,000 aggregate for personal injury; and $1,000,000 per occurrence/aggregate for property damage, and professional liability insurance in the amount of$1,000,000 per occurrence to$2,000,000 aggregate with defense costs in addition to limits; workers' compensation insurance, and vehicular liability insurance. Said general liability policy shall name the City of Boynton Beach as an "additional named insured" and shall include a provision prohibiting cancellation of said policy except upon thirty (30) days prior written notice to the City. Certificates of coverage as required by this section shall be delivered to the City within fifteen (15) days of execution of this agreement. -a I...milit of. Re liess, th-alp. bAge Im.111111oR dollars ($2,000,000) aggregate with a PeF Glairn(10,04) Of the IiFnit of liability. Firm shall AG-tify the Gity OR WFitiRg WithiR thiFty (30) day6 of aRY Glaim filed eir m.-ade agaiRGt it6 PF9fQ_1313 0G.Ral Liability IR66IFaRGe ReliGy. 4n the PFGPn40GRal exte.p4 nay icor! by 66 inh RegligeRt orrnrc nr nmic IGOGRG 10. INDEPENDENT CONTRACTOR. The Firm and the City agree that the Firm is an independent contractor with respect to the services provided pursuant to this agreement. Nothing in this agreement shall be considered to create the relationship of employer and employee between the parties hereto. Neither Firm nor any employee of Firm shall be entitled to any benefits accorded City employees by virtue of the services provided under this agreement. The City shall not be responsible for withholding or otherwise deducting federal income tax or social security or for contributing to the state industrial insurance program, otherwise assuming the duties of an employer with respect to Firm, or any employee of Firm. 11. COVENANT AGAINST CONTINGENT FEES. The Firm warrants that he has not employed or retained any company or person, other than a bona fide employee working solely for the Firm, to solicit or secure this contract, and that he has not paid or agreed to pay any company or person, other than a bona fide employee working solely for the Firm, any fee, commission, percentage, brokerage fee, gifts, or any other consideration contingent upon or resulting from the award or making of this contract. For breach or violation of this warranty, the City shall have the right to annul this contract Page''94 of 1324 without liability or, in its discretion to deduct from the contract price or consideration, or otherwise recover, the full amount of such fee, commission, percentage, brokerage fee, gift, or contingent fee. 12. DISCRIMINATION PROHIBITED. The Firm, with regard to the work performed by it under this agreement, will not discriminate on the grounds of race, color, national origin, religion, creed, age, sex or the presence of any physical or sensory handicap in the selection and retention of employees or procurement of materials or supplies. 13. ASSIGNMENT. The Firm shall not sublet or assign any of the services covered by this Agreement without the express written consent of the City. 14. NON-WAIVER. Waiver by the City of any provision of this Agreement or any time limitation provided for in this Agreement shall not constitute a waiver of any other provision. 15. TERMINATION. a. The City reserves the right to terminate this Agreement at any time by giving ten (10) days written notice to the Firm. b. In the event of the death of a member, partner or officer of the Firm, or any of its supervisory personnel assigned to the project, the surviving members of the Firm hereby agree to complete the work under the terms of this Agreement, if requested to do so by the City. This section shall not be a bar to renegotiations of this Agreement between surviving members of the Firm and the City, if the City so chooses. 16. DISPUTES. Any disputes that arise between the parties with respect to the performance of this Agreement, which cannot be resolved through negotiations, shall be submitted to a court of competent jurisdiction in Palm Beach County, Florida. This Agreement shall be construed under Florida Law. 17. NOTICES. Notices to the City of Boynton Beach shall be sent to the following address: Lori LaVerriere, City Manager City of Boynton Beach P.O. Box 310 Boynton Beach, FL 33425-0310 Notices to Firm shall be sent to the following address: 18. INTEGRATED AGREEMENT. This agreement, together with attachments or addenda, represents the entire and integrated agreement between the City and the Firm and supersedes all prior negotiations, representations, or agreements written or oral. This agreement may be amended only by written instrument signed by both City and Firm. 19. PUBLIC RECORDS. Sealed documents received by the City in response to an invitation are exempt from public records disclosure until thirty (30) days after the opening of the Bid unless Page X95 of 1324 the City announces intent to award sooner, in accordance with Florida Statutes 119.07. The City is public agency subject to Chapter 119, Florida Statutes. The Contractor shall comply with Florida's Public Records Law. Specifically, the Contractor shall: A. Keep and maintain public records required by the CITY to perform the service; B. Upon request from the CITY's custodian of public records, provide the CITY with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in chapter 119, Fla. Stat. or as otherwise provided by law; C. Ensure that public records that are exempt or that are confidential and exempt from public record disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and, following completion of the contract, Contractor shall destroy all copies of such confidential and exempt records remaining in its possession once the Contractor transfers the records in its possession to the CITY; and D. Upon completion of the contract, Contractor shall transfer to the CITY, at no cost to the CITY, all public records in Contractor's possession All records stored electronically by Contractor must be provided to the CITY, upon request from the CITY's custodian of public records, in a format that is compatible with the information technology systems of the CITY. E. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: JUDY PYLE, CITY CLERK 3301 QUANTUM BLVD., SUITE 101 BOYNTON BEACH, FLORIDA, 33426 561-742-6061 PYLEJ@BBFL.US 20 - SCRUTINIZED COMPANIES -- 287.135 AND 215.473 By execution of this Agreement, Contractor certifies that Contractor is not participating in a boycott of Israel. Contractor further certifies that Contractor is not on the Scrutinized Companies that Boycott Israel list, not on the Scrutinized Companies with Activities in Sudan List, and not on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or has Contractor been engaged in business operations in Syria. Subject to limited exceptions provided in state law, the City will not contract for the provision of goods or services with any scrutinized company referred to above. Submitting a false certification shall be deemed a material breach of contract. The City shall provide notice, in writing, to Contractor of the City's determination concerning the false certification. Contractor shall have five (5) days from receipt of notice to refute the false certification allegation. If such false certification is discovered during the active contract term, Contractor shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false Page'V96 of 1324 certification was made in error. If Contractor does not demonstrate that the City's determination of false certification was made in error then the City shall have the right to terminate the contract and seek civil remedies pursuant to Section 287.135, Florida Statutes, as amended from time to time. DATED this day of 20 CITY OF BOYNTON BEACH Lori LaVerriere, City Manager Signature of Authorized Official Printed Name of Authorized Official Attest/Authenticated: Title (Corporate Seal) Judy Pyle, City Clerk Approved as to Form: Attest/Authenticated: James A. Cherof, City Attorney Secretary Page N7 of 1324 EXHIBIT A SCOPE OF SERVICES [Scope of Services will be inserted prior to execution] Page X98 of 1324 EXHIBIT B FEES AND PAYMENTS [Will be inserted prior to execution] Page x'99 of 1324 6.B. CONSENTAGENDA 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: PROPOSED RESOLUTION NO. R18-175-Approve the ranking as recommended by the Evaluation Committee and authorize the City Manager to sign Agreement with TRI STAR Risk Enterprise Management, Inc. of Long Beach, California for Third Party Administration of Property and Casualty Claims for RFP No. 004-1710-19/IT for Third Party Administration of Workers' Compensation, Property and Casualty Claims. EXPLANATION OF REQUEST: On November 2, 2018, the City opened and tabulated three (3) submittals in response to RFP#004-1710- 19/IT for Third Party Administration of Workers' Compensation, Property and Casualty Claims. This RFP was issued seeking the services of a seeking services from (an) experienced and qualified firm(s) to provide third party claims administration services for workers' compensation and for property and casualty (liability, automobile, property) claims for an estimated annual amount of$50,000. On November 13, 2018, in a public noticed evaluation meeting, the Selection Committee, comprised of City Staff, revealed and discussed their independent scores for each of the proposals based upon the evaluation criteria described in the RFP. The language in the RFP provided that the City reserves the right to award Workers' Compensation and Property and Casualty either to the same or separate company. Therefore, the firms were evaluated and scored separately for each type of claim they submitted on. The scores were tabulated by Purchasing Services to arrive at the final score for each firm per type of claim and the final overall ranking. The Committee ranked the proposals as follows: WORKERS' COMPENSATION Rank 1: Commercial Risk Management, Inc. Rank 2: TRI STAR Risk Enterprise Management, Inc. Rank 3: PMA Management Corp. PROPERTY AND CASUALTY CLAIMS Rank 1: TRI STAR Risk Enterprise Management, Inc. Rank 2: PMA Management Corp. The Committee's recommendation is to award Agreements to Commercial Risk Management, Inc. and TRI STAR Risk Enterprise Management, Inc. as the highest-ranked qualified firms. The Initial Term of the Agreement shall be for a period of three (3) years commencing on January 1, 2019 with the option to renew for three (3) additional one-year terms at the discretion of the City and based upon mutually agreeable rates. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? Approval will allow for the City to remain in compliance with our excess insurance carriers that require third Page 300 of 1324 party administration of claims. FISCAL IMPACT: Budgeted Property & Casualty TPA services are calculated on a per claim basis and estimated to be under $50,000 annually. Funds are available in the Self-Insurance budget line item#522-1710-519-49-17. Previous year's expenditures: FY 17/18 $30,812 FY 16/17 $42,267 ALTERNATIVES: Not accept the Committees' rankings; Re-rank and approve commission ranking; Request oral presentations to commission then rank; or Not to award and issue a new Request for Proposal. STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: ATTACHMENTS: Type Description Resolution Reso TRI STAR P/C TPA Agreement Agreement- TRI STAR- 3rd Party Admin - Property and Casualty D Attachment Notice of Intent- TPA for W C and P&C D Attachment TRI STAR submittal D Attachment Addendum No. 1 - TPA for WC and P&C D Attachment Advertised RFP- TPA for WC and P&C Page 301 of 1324 I RESOLUTION NO. R18- 2 3 4 A RESOLUTION OF THE CITY OF BOYNTON BEACH, 5 FLORIDA, APPROVING THE RANKING AND 6 AUTHORIZING THE CITY MANAGER TO SIGN A 7 THREE YEAR AGREEMENT IN A FORM APPROVED 8 BY THE CITY ATTORNEY FOR THIRD PARTY 9 ADMINISTRATION OF PROPERTY AND CASUALTY 10 CLAIMS WITH TRISTAR RISK ENTERPRISE 11 MANAGEMENT, INC.; AND PROVIDING AN 12 EFFECTIVE DATE. 13 14 15 WHEREAS, a on November 2, 2018 the City opened and tabulated three (3) 16 submittals in response to RFP #004-1710-19/TT for Third Party Administration of Workers' 17 Compensation, Property and Casualty Claims; and 18 WHEREAS, an evaluation committee was established and has analyzed the responses 19 and is recommending a three year Agreement for Third Party Administrator services of 20 Property and Casualty Claims with TRISTAR Risk Enterprise Management, Inc.; and 21 WHEREAS, the City Commission of the City of Boynton Beach deems it in the best 22 interest, health, safety and welfare of the citizens and residents of Boynton Beach to enter into 23 a three-year Agreement for Third Party Administration of Property and Casualty Claims with 24 TRISTAR Risk Enterprise Management, Inc. 25 NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF 26 THE CITY OF BOYNTON BEACH, FLORIDA, THAT: 27 Section 1. Each Whereas clause set forth above is true and correct and 28 incorporated herein by this reference. 29 Section 2. The City Commission of the City of Boynton Beach, Florida hereby 30 approves the ranking and authorizes the City Manager to sign a three-year Agreement in a C:AProgram Files (x86)Aneevia.com\docConverterProAtemp\NVDC\D56DOE56-D4AC-467D-8DD4-4CEC311DCB65\Boynton Beach.13638.1.Reso_- 3rd Party_Admin Property_and_Casualty_Claims.doc Page 302 of 1324 31 form approved by the City Attorney for Third Party Administration of Property and Casualty 32 Claims with TRISTAR Risk Enterprise Management, Inc., a copy of said Agreement is 33 attached hereto as Exhibit"A". 34 Section 3. That this Resolution shall become effective immediately upon passage. 35 PASSED AND ADOPTED this day of December, 2018. 36 CITY OF BOYNTON BEACH, FLORIDA 37 38 YES NO 39 40 Mayor— Steven B. Grant 41 42 Vice Mayor— Christina L. Romelus 43 44 Commissioner—Mack McCray 45 46 Commissioner—Justin Katz 47 48 Commissioner—Aimee Kelley 49 50 VOTE 51 ATTEST: 52 53 54 55 Judith A. Pyle, CMC 56 City Clerk 57 58 59 (Corporate Seal) 60 C:AProgram Files (x86)Aneevia.com\docConverterProAtemp\NVDC\D56DOE56-D4AC-467D-8DD4-4CEC311DCB65\Boynton Beach.13638.1.Reso_- 3rd Party_Admin Property_and_Casualty_Claims.doc Page 303 of 1324 SUBJECT TO REVISIONS PRIOR TO SIGNING. AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND TRISTAR RISK ENTERPRISE MANAGEMENT, INC. THIS AGREEMENT is entered into between the City of Boynton Beach, hereinafter referred to as "the City", and TRISTAR RISK ENTERPRISE MANAGEMENT, INC., hereinafter referred to as "Firm", in consideration of the mutual benefits, terms, and conditions hereinafter specified. 1. PROJECT DESIGNATION. The Firm is retained by the City to perform professional third party administration of property and casualty claims in connection with the RFP No. 004-1710- 19/IT for THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS 2. SCOPE OF SERVICES. Firm agrees to perform the services, identified in Section II —Scope of Services and attached hereto as Exhibit A. 3. TIME FOR PERFORMANCE. Work under this agreement shall commence upon written notice by the City to the Firm to proceed. Firm shall perform all services and provide all work product required pursuant to this agreement upon written notice to proceed. 4. TERM: This Agreement shall commence upon award by City Commission and shall terminate three (3) years from that date. The City may renew this Agreement for two (2) additional one- year renewals at the discretion of the City and based upon mutually agreeable rates. 5. PAYMENT: The City will pay the Firm, the fees as set forth in Exhibit B, Fees and Payments, which is attached hereto and made a part hereof. These fees will be paid by the City for completed work and for services rendered under this agreement as follows: a. Payment for the work provided by Firm shall be made promptly on all invoices submitted to the City properly, provided that the total amount of payment to Firm shall not exceed the total contract price without express written modification of the Agreement signed by the City Manager or her designee. b. The Firm may submit invoices to the City once per quarter during the progress of the work for partial payment for project completed to date. Such invoices will be reviewed by the City, and upon approval thereof, payment will be made to the Firm in the amount approved. c. Final payment of any balance due the Firm of the total contract price earned will be made promptly upon its ascertainment and verification by the City after the completion of the work under this Agreement and its acceptance by the City. d. Payment as provided in this section by the City shall be full compensation for work performed, services rendered and for all materials, supplies, equipment and incidentals necessary to complete the work. e. The Firm's records and accounts pertaining to this agreement are to be kept available for inspection by representatives of the City and State for a period of three (3) years after the termination of the Agreement. Copies shall be made available upon request. 1 Page 304 of 1324 6. OWNERSHIP AND USE OF DOCUMENTS. All documents, drawings, specifications and other materials produced by the Firm in connection with the services rendered under this Agreement shall be the property of the City whether the project for which they are made is executed or not. The Firm shall be permitted to retain copies, including reproducible copies, of drawings and specifications for information, reference and use in connection with Firm's endeavors. 7. COMPLIANCE WITH LAWS. Firm shall, in performing the services contemplated by this Agreement, faithfully observe and comply with all federal, state and local laws, ordinances and regulations that are applicable to the services to be rendered under this agreement. 8. INDEMNIFICATION. Firm shall indemnify, defend and hold harmless the City, its offices, agents and employees, from and against any and all claims, losses or liability, or any portion thereof, including fees and costs, arising from injury or death to persons, including injuries, sickness, disease or death to Firm's own employees, or damage to property occasioned by a negligent act, omission or failure of the Firm. 9. INSURANCE. The Firm shall secure and maintain in force throughout the duration of this contract comprehensive general liability insurance with a minimum coverage of $1,000,000 per occurrence and $1,000,000 aggregate for personal injury; and $1,000,000 per occurrence/aggregate for property damage, and professional liability insurance in the amount of$1,000,000 per occurrence to$2,000,000 aggregate with defense costs in addition to limits; workers' compensation insurance, and vehicular liability insurance. Said general liability policy shall name the City of Boynton Beach as an "additional named insured" and shall include a provision prohibiting cancellation of said policy except upon thirty (30) days prior written notice to the City. Certificates of coverage as required by this section shall be delivered to the City within fifteen (15) days of execution of this agreement. 10. INDEPENDENT CONTRACTOR. The Firm and the City agree that the Firm is an independent contractor with respect to the services provided pursuant to this agreement. Nothing in this agreement shall be considered to create the relationship of employer and employee between the parties hereto. Neither Firm nor any employee of Firm shall be entitled to any benefits accorded City employees by virtue of the services provided under this agreement. The City shall not be responsible for withholding or otherwise deducting federal income tax or social security or for contributing to the state industrial insurance program, otherwise assuming the duties of an employer with respect to Firm, or any employee of Firm. 11. COVENANT AGAINST CONTINGENT FEES. The Firm warrants that he has not employed or retained any company or person, other than a bona fide employee working solely for the Firm, to solicit or secure this contract, and that he has not paid or agreed to pay any company or person, other than a bona fide employee working solely for the Firm, any fee, commission, percentage, brokerage fee, gifts, or any other consideration contingent upon or resulting from the award or making of this contract. For breach or violation of this warranty, the City shall have the right to annul this contract without liability or, in its discretion to deduct from the contract price or consideration, or otherwise recover, the full amount of such fee, commission, percentage, brokerage fee, gift, or contingent fee. 2 Page 305 of 1324 12. DISCRIMINATION PROHIBITED. The Firm, with regard to the work performed by it under this agreement, will not discriminate on the grounds of race, color, national origin, religion, creed, age, sex or the presence of any physical or sensory handicap in the selection and retention of employees or procurement of materials or supplies. 13. ASSIGNMENT. The Firm shall not sublet or assign any of the services covered by this Agreement without the express written consent of the City. 14. NON-WAIVER. Waiver by the City of any provision of this Agreement or any time limitation provided for in this Agreement shall not constitute a waiver of any other provision. 15. TERMINATION. a. The City reserves the right to terminate this Agreement at any time by giving ten (10) days written notice to the Firm. b. In the event of the death of a member, partner or officer of the Firm, or any of its supervisory personnel assigned to the project, the surviving members of the Firm hereby agree to complete the work under the terms of this Agreement, if requested to do so by the City. This section shall not be a bar to renegotiations of this Agreement between surviving members of the Firm and the City, if the City so chooses. 16. DISPUTES. Any disputes that arise between the parties with respect to the performance of this Agreement, which cannot be resolved through negotiations, shall be submitted to a court of competent jurisdiction in Palm Beach County, Florida. This Agreement shall be construed under Florida Law. 17. NOTICES. Notices to the City of Boynton Beach shall be sent to the following address: Lori LaVerriere, City Manager City of Boynton Beach P.O. Box 310 Boynton Beach, FL 33425-0310 Notices to Firm shall be sent to the following address: TRISTAR RISK ENTERPRISE MANAGEMENT, INC. ATTN: Kevin Cothron, President 100 OCEANGATE, SUITE 700 LONG BEACH, CA 90802 18. INTEGRATED AGREEMENT. This agreement, together with attachments or addenda, represents the entire and integrated agreement between the City and the Firm and supersedes all prior negotiations, representations, or agreements written or oral. This agreement may be amended only by written instrument signed by both City and Firm. 3 Page 306 of 1324 19. PUBLIC RECORDS. Sealed documents received by the City in response to an invitation are exempt from public records disclosure until thirty (30) days after the opening of the Bid unless the City announces intent to award sooner, in accordance with Florida Statutes 119.07. The City is public agency subject to Chapter 119, Florida Statutes. The Contractor shall comply with Florida's Public Records Law. Specifically, the Contractor shall: A. Keep and maintain public records required by the CITY to perform the service; B. Upon request from the CITY's custodian of public records, provide the CITY with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in chapter 119, Fla. Stat. or as otherwise provided by law; C. Ensure that public records that are exempt or that are confidential and exempt from public record disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and, following completion of the contract, Contractor shall destroy all copies of such confidential and exempt records remaining in its possession once the Contractor transfers the records in its possession to the CITY; and D. Upon completion of the contract, Contractor shall transfer to the CITY, at no cost to the CITY, all public records in Contractor's possession All records stored electronically by Contractor must be provided to the CITY, upon request from the CITY's custodian of public records, in a format that is compatible with the information technology systems of the CITY. E. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: JUDY PYLE, CITY CLERK 3301 QUANTUM BLVD., SUITE 101 BOYNTON BEACH, FLORIDA, 33426 561-742-6061 PYLEJ@BBFL.US 4 Page 307 of 1324 20. SCRUTINIZED COMPANIES -- 287.135 AND 215.473 By execution of this Agreement, Contractor certifies that Contractor is not participating in a boycott of Israel. Contractor further certifies that Contractor is not on the Scrutinized Companies that Boycott Israel list, not on the Scrutinized Companies with Activities in Sudan List, and not on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or has Contractor been engaged in business operations in Syria. Subject to limited exceptions provided in state law, the City will not contract for the provision of goods or services with any scrutinized company referred to above. Submitting a false certification shall be deemed a material breach of contract. The City shall provide notice, in writing, to Contractor of the City's determination concerning the false certification. Contractor shall have five (5) days from receipt of notice to refute the false certification allegation. If such false certification is discovered during the active contract term, Contractor shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false certification was made in error. If Contractor does not demonstrate that the City's determination of false certification was made in error then the City shall have the right to terminate the contract and seek civil remedies pursuant to Section 287.135, Florida Statutes, as amended from time to time. DATED this day of 20 CITY OF BOYNTON BEACH TRISTAR RISK ENTERPRISE MANAGEMENT, INC. Lori LaVerriere, City Manager Signature of Authorized Official Printed Name of Authorized Official Attest/Authenticated: Title (Corporate Seal) Judy Pyle, City Clerk Approved as to Form: Attest/Authenticated: James A. Cherof, City Attorney Secretary 5 Page 308 of 1324 EXHIBIT A SCOPE OF SERVICES The City of Boynton Beach is seeking proposals for Third Party Administration services for its self-insured Workers' Compensation and for its Property&Casualty programs. The City's anticipated contract start date is January 1, 2019. The Proposer shall perform all third party administrator services for Workers' Compensation for Property & Casualty claims, or for both inclusive of claims handling, information technology services, settlement coordination, management of claim records, Medicare reporting, handling of claims in process and all other items necessary or proper for, or incidental to, performing third party administrator services as identified herein. The City of Boynton Beach has most recently utilized the following companies as its third party administrators: Commercial Risk Management for workers' compensation and Gallagher Bassett Services Inc. for property/casualty. The City will transfer the administration for all active claims(run-off/tail claims) as of January 1, 2019 to the awarded Proposer. The City is self-insured. The City carries excess workers' compensation coverage with a SIR of $500,000 per occurrence and excess liability coverage with a SIR of$200,000/300,000 per occurrence with Preferred Governmental Insurance Trust (PGIT). The TPA(s) will be required to manage the claims with a comprehensive database system which allows computer access to adjuster notes, adjuster correspondence and other pertinent information needed by the City to generate analytical data reports upon demand; which will allow secure web based communication between the City and the TPA and Adjusters. This program should also allow the City to add information to the adjuster notes section of the computer systems. 1. PRIOR CLAIMS FILES All proposers are to assume the complete handling of all pending claims for dates of loss prior to January 1, 2019. The information provided in this RFP regarding the volume and type of pending claims to be assumed, is based on the latest information provided to the City by their current TPA and within the current self- administrated Property and Casualty program. It is the responsibility of the proposer to determine the additional cost to the City to take over these existing claim files. It is required that the claims data associated with all claims occurring prior to January 1, 2019 be transferred to the new computer information system so that future loss runs will contain a complete history of all claim years. The transfer of all claims data must be completed by January 1, 2019. 2. WORKERS COMPENSATION CLAIMS ADJUSTING AND INVESTIGATION SERVICES Upon receipt or notice of all workers' compensation claims, the TPA, on behalf of the City, will perform the following services: 6 Page 309 of 1324 1. The City requires that the TPA hire and retain competent, qualified, experienced professionals who are licensed in Florida. 2. The TPA is responsible for obtaining recorded statements from the claimant and any witnesses. The City will maintain contact with injured employees to assist the employee in returning to work. The TPA and/or telephonic nurse case manager and/orfield case managerwill make medical appointments for the injured employee. 3. The TPA will be responsible for filing all the appropriate forms with the State (DWC1, etc.) 4. The TPA is responsible for ensuring compliance with all reporting requirements by regulatory agencies including but not limited to Medicare Secondary Reporting Act of 2007 and all subsequent revisions. 5. The TPA will assist the City with any written correspondence that the City requests them to send to the injured worker or medical provider regarding the benefits. 6. The TPA will accept or deny all reported claims for employees' injuries on behalf of the City in accordance with the applicable Workers' Compensation Statutes. The decision to controvert a claim must first be discussed with and approved by the City. 7. All lost time claimant's checks will be issued by the TPA on a weekly basis from the City of Boynton Beach fund. The verification of any checks for wage loss must be received by the City before 5:00 P.M. on the Tuesday of a City payroll week. 8. Currently, the City requires that all medical or ancillary service providers submit their bills to the TPA bill review unit for processing and payment. All provider payments will be reviewed weekly by the City via the weekly TPA check register before the provider checks can be released. 9. The TPA will be responsible for identifying any outside Firms such as surveillance companies and field case management experts to assist in the investigation and medical coordination of claims. Payment of the bills will be made by the TPA from the loss fund as an allocated expense but not without prior approval by the City. 10. The TPA and/or Bill Review unit shall review all medical bills and other services for which a claim is being made for reasonableness and conformity to appropriate medical and surgical fee schedules and network discounts. 11. The TPA will assist the City with light duty cases and for those City employees who are losing time by providing a report indicating all employees that are not working in a full duty unrestricted capacity. 7 Page 310 of 1324 12. The designated adjusters or team from the TPA will meet with the City on a quarterly basis to discuss summary reports on all open and active claims. 13. The Director of Human Resources and Risk Management, and/or designee will attend all mediation conferences and may ask the TPA for reports prior to mediation in order to facilitate any settlement. 14. The TPA shall prepare and maintain files necessary for legal defense of claims and/or other litigation (such as actions for subrogation) or other proceedings. 15. The TPA shall pay in a timely fashion, per Florida Medical E.D.I. guidelines, all claims and expenses from the loss fund account established by the City, which will be maintained by the TPA. Fees, interest and civil penalties incurred due to late payments or adjuster mishandling are to be paid by the TPA unless caused by late reporting from the City. 16. The TPA shall pursue all possibilities of subrogation and liens. The Manager of Risk and Wellness must be copied on all such correspondence relating to these issues. 17. The City will assign the attorneys that provide the defense of claims. The TPA is to provide the defense attorney a complete copy of the file in question at the time an assignment is made. The TPA will provide a monthly report to the City regarding all legal assignments and the costs associated with them. The Director of Human Resources and Risk Management is responsible for approval for all settlements from the City per the process determined by City policy and procedures in coordination with applicable Florida State Statutes. 18. The TPA will timely report all claims in accordance with Florida State Statutes to the City's excess carriers, as required by the carrier's reporting criteria. For any late reporting penalties imposed by the carrier due to late reporting by the TPA, the TPA will reimburse the City for those amounts. 19. The TPA will provide all necessary status reports as required by the City's excess carriers. 20. The TPA will submit requests to the excess carrier for all payments above each claim's SIR to obtain the proper reimbursement for the City. The reimbursement checks will be forwarded to the City and the amount recovered will be entered into the claims information system. 21. The City will assign Field Case Managers (Qualified Rehabilitation Provider (QRP)) to its cases as needed. 22. The City maintains an exclusive list of providers developed specifically for the use of the City, which is part of the TPA provider network. The City will use the TPA provider network as a back-up network for ancillary providers. 8 Page 311 of 1324 23. The TPA must provide the City with a toll-free telephone number. 24. In all dealings, the City requires the TPA to be courteous, responsive and sensitive to the injured employee. The TPA is required to return an injured employee's telephone call within 24 hours, preferably the same day that they called the TPA. 25. Identify claims subject to second injury relief fund (if reinstated during the contract term or currently applicable), at-fault party subrogation and pursue such recoveries on behalf of the City of Boynton Beach. 26. Provide reports to the City of Boynton Beach's Director of Human Resources and Risk Management and Manager of Risk and Wellness as requested or provide for system access for ad hoc reporting. Reports shall include: • Loss experience • Summary of claim and loss experience, broken down by injury type, injury cause, department, and location of injury • Cost, frequency and severity report • Claim activity summary (new, re-open/closed/disputed, etc.) • Claim master file listing • Detail list of claimants including current and prior claim activity • Retention level analysis • Reserve analysis detailing rationale and total cost • OSHA 300 Log • Lost time analysis • PPO penetration • Average cost by medical provider • Number of Days from DOA Date to MMI Date 3. CLAIMS HANDLING: 1. The TPA shall use its best judgment in managing claims and in setting reserves for future payment and shall perform the following functions with regard to claims: A. Within one (1) working day of receipt of a new claim, all data shall be entered into the information system, assigned the proper codes and initial reserves. B. Within 24 hours respond to inquiries from employees and/or injured parties regarding the status of their claim. C. Clearly document each file all phone conversations, discussions, and meetings held on the case. D. Promptly enter into the computer system all pre-approved payments, reserve revisions, and file closings. 9 Page 312 of 1324 E. The TPA shall maintain emergency response procedures with the ability to establish a catastrophic operation center within 48 hours. F. The TPA is expected to be familiar with applicable laws regarding potential liability for injury or damage or other loss to members of the public (e.g. familiarity with Florida's sovereign immunity statutes, Federal law regarding governmental liability, etc.). G. Firefighters and Police are subject to Occupational Disease Claims and FS 112.181. City of Boynton Beach requires that adjusters handling these types of claims be educated in the different statutory requirements associated with these claims. H. Written status reports shall be provided to the City prior to these quarterly claim reviews. I. The TPA shall maintain claim review procedures in place for supervisors or auditors within its firm. J. The TPA shall have established standard reserving practices to assist City in establishing reserves. Reserves shall be reviewed at a minimum of every 90 days. File notes should reflect reserves were reviewed. K. The TPA shall coordinate a claims funding arrangement that is acceptable to the City of Boynton Beach. L. Prepare and /or assist City staff with all appropriate responses to and inquiries of all regulatory agencies. M. The TPA is responsible for ensuring compliance with all reporting requirements by regulatory agencies including but not limited to Medicare Secondary Reporting Act of 2007 and all subsequent revisions. 4. DATA, FILING AND REPORTS MANAGEMENT 1. The TPA must prepare, maintain, and file statistical data, records, or reports as required by excess insurers, City actuaries, and the State. 2. The TPA must prepare, maintain and file statistical information required by the workers' compensation rating bureaus, including all data required for the promulgation of the City's experience modification and state assessments. 3. The TPA must prepare and file any other reports as required by the City and the State relating to claims experience, payments, etc. (i.e., DWC-51, Aggregate Defense Attorney Fee Report due to the state by March 31 of each year). 10 Page 313 of 1324 4. All charges related to these services identified herein are to be included in the pricing provided for each option. Any costs associated with programming changes that are necessary to create a report required by the City (any report listed in the Scope of Services) are the responsibility of the TPA. 5. Specialty reports available beyond those identified in the Scope of Services or requested by the City are to be provided and the City will request a cost proposal for each report based on the fee structure in the price proposal. 6. All claims data is the property of the City and any data and media will be provided to the City upon request or upon termination of this agreement at no additional cost to the City. 5. LOSS FUND MANAGEMENT SERVICES 1. The selected TPA, at their expense, will ensure all claims and payment data is included in their loss runs. Historical data from our current TPA's database cannot be purged. Claims data for all open and closed claims must be transferred. 2. Loss runs are to be provided on a monthly basis sorted separately by policy year and department/location. Loss runs should list each claim separately. Specific summary reports also must be provided. The following reports are required: • Claims listing by Department • Check register • Cumulative report by line of coverage by year • Annual summary reports • Location report • Large loss or severity report • Safety report • Excess insurance report • Litigation report • Legal payments report • Pharmacy Penetration report • Care Management report (Telephonic/Field) 3. All claims, expense and legal payments will be made by the TPA on checks drawn on an account set up by the TPA and funded bi-weekly by the City. It is understood that all funds in this account are City funds and are to be returned to the City upon request or at termination of this contract. 4. The monthly reconciliation statement submitted by the TPA to the City will include the following: • Balance at inception of statement period • Total disbursements which cleared, by date and claimant/payee • Balance at close of statement period. 11 Page 314 of 1324 5. The TPA will submit an invoice to the City on a monthly basis which provides an Itemized listing of all banking fees related to the bank account set up by the TPA on behalf of the City of Boynton Beach. 6. PROPERTY & CASUALTY CLAIMS ADJUSTING AND INVESTIGATING SERVICES 6.1. LIABILITY DEFINITIONS Claim: Any report of an accident (first or third party) alleging or resulting in injury, damage, or loss which could give rise to a demand for the payment of money. The claim charge is applicable on a per occurrence, per claimant, per line of coverage basis. Discretionary Settlement: The TPA is not authorized to make payment, for loss or expense, without the prior approval of the Director of Human Resources and Risk Management of the City of Boynton Beach. Qualified claim or loss: The TPA shall investigate and adjust any loss or claim reported within the service term, provided the loss or claim type is identified. Allocated expenses: Will be the responsibility of the City of Boynton Beach and include, but not be limited to: • legal fees • professional photographs • medical record • experts' rehabilitation costs • accident reconstruction • architects, contractors • engineers • police, fire, coroner, weather, or other such reports • property damage appraisals • extraordinary costs for witness statements • official documents and transcripts sub rosa investigations • medical examinations • extraordinary travel made at City of Boynton Beach's request • court reporters • fees for service of process 12 Page 315 of 1324 • pre-and post-judgment interest paid • chemists • any other similar cost, fee or expense reasonably chargeable to the investigation, negotiation, settlement or defense of a claim or loss which must have the explicit prior approval of the City of Boynton Beach. 6.2. LIABILITY PROPOSER'S RESPONSIBILITIES The TPA shall perform the following services: 1. Review each claim and loss report submitted by the City of Boynton Beach during the term of this Contract. 2. Assign a qualified, experienced, Florida licensed adjuster within 24 hours of receipt of claim. 3. Contact claimant within 48 hours of assignment of claim. 4. Conduct an appropriate investigation of each qualified claim or loss. 5. Maintain a file for each qualified claim or loss which shall be available for review by the City of Boynton Beach. 6. Adjust, settle or resist all qualified claims or losses with the specific approval of the City of Boynton Beach. 7. Perform necessary and customary administrative and clerical work in connection with each qualified claim or loss, including the preparation of checks or vouchers, releases, agreements, and/or other documents to manage and finalize a claim. 8. Promptly establish and update claim reserves at least every ninety (90) days. 9. Timely notify City of Boynton Beach, City of Boynton Beach agent, and excess insurer(s), as designated by the City of Boynton Beach, of all qualified claims or losses which may exceed the City of Boynton Beach retention and, if requested, provide information on the status of those claims or losses. 10. Coordinate investigations on litigated claims with attorneys representing the City of Boynton Beach and with representatives of the excess carrier, as required. It is expressly understood that all legal costs and loss payment will be charged to the City of Boynton Beach. 13 Page 316 of 1324 11. Have internal product support staff review large and unusual claims at no additional cost to the City of Boynton Beach, unless specified. 12. Maintain an automated loss and information system, and provide the City of Boynton Beach with electronic access to claim reports. 13. Assist the City of Boynton Beach in selecting appropriate experts or specialists as the claims may require. 14. Provide personnel needed to perform the services agreed to herein. 15. Maintain a comprehensive database of all claims reported. This data shall belong to the CITY OF BOYNTON BEACH and shall be made available to the CITY OF BOYNTON BEACH at any time. Upon termination of the Contract, the TPA shall provide the CITY OF BOYNTON BEACH with an electronic copy of the data in ASCII format. 6.3. RISK MANAGEMENT SOFTWARE / REPORTING: 1. The TPA is required to provide monthly and annual summaries of claims by type of risk and shall recap each year's experience, including prior years, to date. The reports shall be on a fiscal year basis (October 1st- September 30th) in a format acceptable to the City of Boynton Beach, and shall be prepared in accordance with the provisions below: a. Claims Experience Reports should be provided within 15 days of the end of the period for which each report applies. b. Adjusting Service shall provide a report of accounts for aggregate loss experience analysis. C. City of Boynton Beach requires the ability to provide a breakdown of experience for each department. Supplemental claims documentation shall provide, in plain English, sufficient information to indicate what happened, to whom or what and how much has been paid or is expected to be paid. 2. Online and real time access to the administrator's claim system, including all adjuster's notes is critical to the City of Boynton Beach. TPAs must have a software product that the City of Boynton Beach can access to view the administrator's automated claim files, including adjusters' notes, payments, claim notes, imaging of invoices and messaging capabilities. 14 Page 317 of 1324 3. OSHA reporting capabilities shall include the ability to separate OSHA reportable claims from Record Only claims. 4. TPA shall have staff available that can create reports when requested by the City. 6.4. CITY OF BOYNTON BEACH CONTROL: 1. City of Boynton Beach reserves the right to direct the TPA regarding settlement of all claims. 2. Legal Services: The City of Boynton Beach reserves the right to assign legal counsel to all claims. 3. City of Boynton Beach shall have the right to inspect or audit the files, including the right to utilize an outside auditor for these functions on City of Boynton Beach's behalf. The City of Boynton Beach requires the TPA files to be electronically stored with access provided to City of Boynton Beach of all stored document images, faxes, incoming email attachments, and all documents generated by the Claims Management System. 4. Claims Records as Property of City of Boynton Beach: All claims files and other records, documents, lists, supplies, etc., pertaining to claims are the property of City of Boynton Beach and will be delivered to City of Boynton Beach upon contract termination with no additional fee to the City. 15 Page 318 of 1324 EXHIBIT B FEES AND PAYMENTS (continued) REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION1 FOR PROPERTY AND,CASUALTY CLAIMS RFP No.- 004-111710-191I7 COST PROPOSAL FORM Proposers should use this form for submitting its Cost Proposal- The price shall be fixed and firm and should be fully burdened to include all necessary elements such as but not limited to salary, general administrative expenses, travel, m[leage, overhead and feeiprofid needed to perform all of the services descfted Lander this solicitation. PAYMENT SCHEDULE 2018 Projected No..of Claims Claim Rate WORKERS' COMPENSATION MEDICAL ONLY 76 $180 INDEMNITY 14 $1,215 $ 3,000(Includes handling of open alt–FLATMONTHLYFEE priordaims), ADDITIONAL SERVICES: MEDICARE REPORTING(Monthly Fee) —Included[MO. $450 per oper, PER CLAIM COST FOR PRIOR CLAIMS FILES Indernn4 2) PROPERTY, AND CASUALTY,:: AUTO LIABILITY BODILY INJURY 4 $860 AUTO LIABILITY PROPERTY DAMAGE 1 $495 AUTO PHYSICAL DAMAGE a $310 GENERAL LIABILITY BODILY INJURY 4 $835 GEN. LIABILITY PROPERTY DAMAGE 4 $495 PROFESSIONAL LIABILITY 0 2,700 THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED COMPLETE AND ACCEPTABLE., 16 Page 319 of 1324 EXHIBIT B FEES AND PAYMENTS (continued) REQUEST FOR PROPOSALS FOR THIRD PARTY ADM]N ISTRATION FOR WORKERS' CO (PENS TION FOR PROPERTY AND,CASUALTY CLAIMS RFP No.. 004-1710-191[T COST PROPOSAL FORM JCONTINUED) PAYMENT SCHEDULE 2018 Projected No-of Claims Claim Rate ELECTRONIC INCIDENTS 1) $30 $WO f I ncl udes the handfing of open prior clairns and up, to 15 new claims OR—FLATMONTHLYFEE per year) ADDITIONAL SERVICES: MEDICARE REPORTING(MonWy Fee) IncludedylVIO. PER C LAI M COST FOR PRIOR CLAIMS FILES $425, ' The City reserves the right to Workers' Compensation and Property and Casualty either to the same or separate company." TRISTAR Risk,Enterprise Management,I m. COMPANYNAME AUTHORIZED,SIGNATURE 36,1-85,7-0,115 x3013, Ammy DVer TELEPHONE NO- PRINTED NAME Jirnmy-,Dyer@TRISTAR,g,r,oup-net Director of Sales and Client Solutions E-MAIL ADDRESS TITLE DATE THIS PALET BE SUBWEED FOR PROPOSAL TO BE CONSIDERED COMPLETE AND ACCEPTABLE.. 17 Page 320 of 1324 EXHIBIT B FEES AND PAYMENTS (continued) Preferred Provider Specialty Services 2018,: Fees listed are for Preferred Provider Specialty Services. These fees are paid asAJIocated Lass adjustment Expenses or,whererequired by state law,as loss. F9 PIT4 5- Provider/Ancillary Bill Review 59.75 per bill or $1.50, per line (minirrium 4 lines) Hospital Bill Review(in and outpatient) 1.2.%Df savings Implantable Devicelleview 27%of savings PPO`Pharma cy/DME/Ancillary Network 27% of Savings tall savings are post fee schedule or U&C) Specialty Bil I/Out of Network Review 301Y. of Savings fall savings are post fee schedule or Li t) e-billing $1.00 per bili Histcwica I Bill Review Conversion $750-$20GO One Tinne Fee at Implementation Duplicate Bills Duplicate Line items No Charge Monthly Savings Reporting Pre-clinical review 522 per pre-cl inica[review. Feewa ived if case proceeds to utilization review Pre-Certification(in-car Out-Patient) $1.40 per pre-certification Concurrent Review $1.25 per hour. fReview during hospitalization or outpatient treatment, as treatment progresses to ensure duration and tVpe of treatment meet appropriate guidelines) Level $2.50 flat rate for peer review of epiisodes of fIncludes review of medical records and care id entified on me,di ca[bill review. com,munication of decision in writing to all parties) Level 2 2.195 flat rate when assigned by a flurse,case fIncludes review of medical records, discussion manager following case-manager file review, with treating physidan and communication of or receipt of a referral by adjuster for review- decision in writing to all parties) Enhanced Telephonic First,Notice $20 per intake call (waived if call moves to )Operator service by medical assistants. Injured triage) employee and/or supervisor calls to report, claims, assistance with PPO direction, questions and referrals- Optional integration with nurse via ge services.) Telephonic Nurse Triage $12.0,per intake cal'I (Nurse aids injured worker in self-treatment or sets up appointment with appropriate provider —imlizing medical triage guidefiners/followup calls) 18 Page 321 of 1324 EXHIBIT B FEES AND PAYMENTS (continued) Telephonic lase Management(IFL) X120 per hour Off'Duration Basedd, Furst 50 days 5370per claim Second 30 days $,2.35 per claim Each W days until closure $,SCG per claim Field Case Management�FL) $12C per hour plus Mileage at preva:iliing I RS rates Fie IdCase,Management-Tasl€s One time vi.sittoprovider $475+mileage Two visits to provider $750+mileage FTlicalrecord retrieval $135+mil eage Job AralVsis $475+mileage Catastrophic Case Mlanagement 150per hour+mileage {High level of :RN interaction with imrnediiate response to significant iinlur7 e-g. severe head infury,severe burns,gunshot-Available 24/7) Point of sale utilization review $i 25 per hour billed at 10,minute increments Nurse Interventiiona Compl=ex Pharmacy $1.25 per hour Management,Wiffaning Protocols {Available when opioids have been prescribed for 60+days with no evidence that physician will end treatment pattern_) Physician Intervenfiona Complex Pharmacy $125 per hour nursing intervention:pias pass Management- through of actual physician fees (Utilized in instances of nurnerous drug interactions of opioids., hypnotics and anti- depressants, requiring a physician-to-physician review of treatment pattern and weaning o=ptions_ Follow up calls made by nurse ease manager.) Liability MedicaI gill Review $25 flat fee per Nil RN Liability Medical Review $125 per hour Special Investigations Outsourced,at cost—typical ly$85 per hour Centra l Ilndex Bureau/0 FAC/Child Support $15 per report Enforcement Claim Reporting:Telephonic $,2.0 per report, Claim Reporting:Fax or Internet $1 per report MMSEA Reporting $10 per claim Mileage IRS allowance rate 19 Page 322 of 1324 The City of Boynton Beach PROCUREMENT SERVICES F.0.Box 310 Boynton Beach,Florida 33429-0310 ■ 961-742-6310 Fax: (961) 742-6316 NOTICE OF INTENT TO NEGOTIATE/AWARD SOLICITATION NO. RFP NO. 004-1710-19/IT SOLICITATION TITLE: THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION, PROPERTY AND CASUALTY CLAIMS DATE OF NOTICE: NOVEMBER 13, 2018 At the public ranking meeting held on November 13, 2018, the Selection Committee for the above referenced solicitation scored and ranked the submittals as follows: WORKERS' COMPENSATION Rank 1: Commercial Risk Management, Inc. Rank 2: TRISTAR Risk Enterprise Management, Inc. Rank 3: PMA Management Corp. PROPERTY AND CASUALTY CLAIMS Rank 1: TRISTAR Risk Enterprise Management, Inc. Rank 2: PMA Management Corp. This Intent to Award will be presented to City Commission as a recommendation to approve the Selection Committee Rankings and authorize the City Manager to sign agreements with: Commercial Risk Management,Inc. (Workers' Compensation)and TRISTAR Risk Enterprise Management, Inc. (Property and Casualty Claims). This Notice is conditioned upon and subject to the City of Boynton Beach's reservation of rights as contained in the RFP documents and approval by the City Commission. In accordance with Section 2-355 of the Palm Beach County Code of Ordinances, the Cone of Silence remains in effect for this solicitation until award, rejection or other action is taken by the applicable award authority to otherwise end the solicitation process. Submitted by: 16W rAidff4or Ilyse Triestman, CPPO, CPPB, FCCN Purchasing Manager America's Gateway to the Gu fstream Page 323 of 1324 Response to Request for Proposal No. 004-1710-19/IT Third Party Administration for Workers' Compensation, Property and Casualty Claims Presented To: JM � Ilyse Triestman Purchasing Manager City of Boynton Beach Finance/Procurement Services " 3301 Quantum Blvd., Suite 101 Boynton Beach, FL 33426 Presented By: Kevin Cothron TCG/TRISTAR 1540 International Parkway, Suite 2000 Lake Mary, FL 32746 Phone:407-536-5226 Kevin@tcg-ip.com Jimmy Dyer, Director of Sales T ^ I TRISTAR Insurance Group K Office: 361-857-0115 Ext. 3013 Fax: 361-857-0123 Mobile: 361-688-0449 Jimmy.Dyer@TRISTARgroup.net transforming risk into I • Page 324 of 1324 0 Table of Contents TAB 1—Introduction Letter/Statement of Interest...............................................................................1 ProjectApproach ......................................................................................................................................2 TAB 2—STATEMENT OF ORGANIZATION............................................................................................40 TAB 3—MINIMUM QUALIFICATIONS..................................................................................................44 TAB 4—QUALIFICATIONS AND EXPERIENCE OF FIRM AND TEAM .......................................................45 TAB 5—SIMILAR PROJECTS/REFERENCES ...........................................................................................57 TAB6—COST PROPOSAL....................................................................................................................59 TAB 7—SUBMITTAL FORMS...............................................................................................................66 Proposer's Acknowledgement Acknowledgment of Addendum(s) Statement of Proposer's Qualifications References Anti-Kickback Affidavit Non Collusion Affidavit of Prime Proposer Confirmation of Minority Owned Business Confirmation of a Drug Free Workplace Acknowledgement of PBC Inspector General City of Boynton Beach Local Business Status Scrutinized Companies Certification Form Schedule of Sub-Consultants Exhibits A. TRISTAR W-9 B. Qualified Servicing Entity Documentation C. TRISTAR Connect Overview and Sample Reports Page � i --d1d TRI transforming risk into opportunity' Page 325 of 1324 TAB 1 Introduction Letter/ Statement of Interest 0 October 30, 2018 'Air id Ilyse Triestman Purchasing Manager f City of Boynton Beach Finance/Procurement Services TRISTAR 3301 Quantum Blvd., Suite 101 Boynton Beach, FL 33426 RE: Response to Request for Proposal/Qualifications No. 004-1710-19/IT Third Party Administration for Workers' Compensation, Property and Casualty Claims Deadline: November 2, 2018, 2:30 P.M. Dear Ms. Triestman: Thank you for the opportunity to submit this proposal to serve as Third Party Administrator on behalf of the City of Boynton Beach (the City) Workers' Compensation and Liability programs. Kevin Cothron, the undersigned, has a long history of providing claims-related services to the City of Boynton Beach. He was originally hired by Winfred Hawkins to resolve the large amount of sick building claims filed with the City during the mid-1990s. Thereafter, Mr. Cothron was retained as the City's Third Party Administrator, and worked with Chuck Magazine for approximately 11 years. He later served as the City's property insurance broker until 2014,when he formed The Cothron Group (TCG). Based in Lake Mary, Florida, TCG is an innovative provider of Claims Administration Services. TCG is partnered with TRISTAR Risk Enterprise Management, Inc., the proposer, a member company of TRISTAR Insurance Group ("TRISTAR"). In business for 30 years, TRISTAR provides claims administration and managed care solutions to governmental entities and corporate organizations across the United States. More than half of TRISTAR's clients are public entities, including cities, counties, school districts, state agencies, special districts and risk pools. TRISTAR customizes our claims administration programs to meet the specific needs of each client.TRISTAR has been licensed to administer claims in Florida since 2000, and serves numerous private entities with exposure in the state. TRISTAR, in partnership with TCG, was recently awarded the workers' compensation and liability third party administration contract for Lake County, Florida. We are confident that through TCG's local expertise and TRISTAR's national experience, resources, strength and stability, we will provide the best solution for the City of Boynton Beach. Kevin Cothron will serve as the City's primary point of contact regarding the enclosed submission. We look forward to future discussions regarding the City's needs, and our proposal. Sincerely, A eo Kevin Cothr n, esident,TCG Ji y Dye�rector, of Sales,TRISTAR 1540 International Parkway, Suite 2000 5151 Flynn Pkwy., Ste. 301, Corpus Christi,TX 78411 Lake Mary, FL 32746 Office: 361-857-0115 Ext. 3013 Phone: 407-536-5226 Mobile: 361-688-0449 Kevin@tcg-ip.com Jimmy.Dyer@TRISTARgroup.net 100 Oceangate,Suite 700, Long Beach,CA 90802 I T:888-558-7478 www.tristargroup.net Page 327 of 1324 Project Approach TRISTAR understands that the City requires an experienced third party administrator that delivers the highest quality of technical claims administration, compliance with all applicable laws and regulations, a total healthcare approach to injured workers' medical care and treatment, reliable and efficient financial administration, and an emphasis on comprehensive loss cost control and reduction. The City's program must be seamlessly transitioned, and outcomes must be demonstrable on an ongoing basis through robust quality assurance, outcome reporting, and department and worker satisfaction measures. The City and its departments must also have access to a sophisticated, yet user-friendly, risk management information system. TRISTAR is prepared to meet and exceed these requirements. At the highest level, the City's core objectives will be met through: Expert claim administration, care management, cost containment, data management and informations stem capabilities g Y p e" VIII u Seasoned executive leadership team Experienced, expert claim and managed care professionals Proven success transitioning and servicing large, complex public entities Thorough understanding and diligent administration of all regulatory and statutory requirements. Open,timely and efficient channels of communication between all key stakeholders: claim professionals, nurses, medical providers, injured workers, attorneys, specialists,the City departments, unions, safety personnel, risk management l' Partnership with Risk Management and key stakeholders to execute the City's strategic philosophy, vision and objectives �''I'; 'r1 Irh, +1,19IIIIJiiV 14 k 11 Customize and execute innovative, proactive service program workflows, � quality ualit measures, and deliverables TRANSITION IMPLEMENTATION: The City can be confident that by choosing TRISTAR,transitioning the claims administration program will be efficient and timely. A successful partnership begins with a thorough knowledge and understanding of the City's goals and objectives, aligning those goals with ongoing service requirements and resources, and the continuous assessment, analysis, and improvement of program deliverables and initiatives. We understand that the anticipated contract start date is January 1, 2019, and are prepared to meet that timeline. As part of the transition plan for the City, TRISTAR's office management and adjusting team will help transition and triage open claims at the time of transfer. We will begin accepting new claims on the commencement date determined by the City. We will provide an Implementation and Transition Plan showing our extensive, detailed process, with tentative timelines and accountability to ensure a successful implementation. -did TRI Page 1 2 transforming risk into opportunity' Page 328 of 1324 0 Our experience and credentials demonstrate our ability to meet milestones and efficiently and effectively transition large accounts. We will develop Customized Servicing Instructions that describe the City's unique servicing requirements. TRISTAR's detailed implementation program begins at award of contract and extensive transition plan is provided for review with all parties. Daily and weekly calls are facilitated with the City to help the City stay apprised of the on-going progress. The dates of each implementation activity are established upon award and the timeframe provided for the transition. A high-level overview of activities includes: Planning 0 Internal TRISTAR meeting 0 Identification of TRISTAR and the City teams 0 Contract execution, provision of required documentation 0 Establish regular conference calls with the City 0 Establish transition roles and responsibilities:TRISTAR and the City 0 Customize transition and project plan 0 Secure the City's excess policy information Facilities 0 Determine space requirements, including storage for paper files if necessary 0 Secure necessary space and equipment for claims staff Staff Recruitment and Training 0 Recruit appropriate staff as needed to fulfill contract requirements 0 Conduct orientation, benefits selection processes 0 Conduct systems, best practices and the City training Customized Handling Instructions, including but not limited to: 0 First Notice of Loss process, including emergency escalation 0 Catastrophic loss procedure 0 Authority levels 0 Reporting/communication policy 0 Medical management 0 Litigation management 0 Return to work 0 Labor agreements 0 Review standard forms/letters: submission, employee notifications, denials, etc. Pending Inventory(Open Claims): 0 the City to secure approval from carrier for transfer of open/pending claims to TRISTAR Page � 3 -did TRI transforming risk into opportunity' Page 329 of 1324 0 Notify incumbent and provide transfer items/agenda 0 Provide detail file transfer instructions ■ Advance indemnity payments ■ Medical bill processing/cut off ■ Mail handling: current/future ■ Phone calls: current/future ■ File notes,financial records ■ Boxing and labelling instructions 0 Notify providers regarding bill submission 0 Notify claimants 0 Transfer physical files 0 Complete data conversion Information technology and risk management information systems 0 Review any special claim types 0 Review any special data capture/hierarchies 0 Review automatic triggers 0 Review forms 0 Obtain test data, imaged files for mapping, begin mapping 0 Obtain table/layout file 0 Discuss CMS report files, current bill review vendor 0 Obtain prior two years bill review data 0 First Notice of Loss script, automated pool/member/branch notification 0 Outline first report of injury process 0 Create log-ins and conduct training for the City users Banking and Accounting 0 Review the City banking process 0 Establish Loss Fund and replenishment process 0 Establish approved signatures, complete bank card 0 Establish desired financial reports 0 Test check issuance 0 Add the City preferred vendors 0 Invoice timing and format Page � 4 -did TRI transforming risk into opportunity' Page 330 of 1324 Launch 0 Visit the City to distribute claim manuals and discuss program with key the City staff 0 Accept new losses 0 Implementation analysis/the City's satisfaction, establish future claim review and stewardship schedule Historical Data Conversion/Data Transfer. Upon notice of award, TRISTAR will work with the City and/or key stakeholders to review the scope of work, such as any special or changed needs and the necessity to re-number/re-catalogue or update transferred open and closed claim records. Our information technology/claims data mapping process is extensive and reviewed with our quality assurance, operations, and client service departments, and the City. This helps provide the City the opportunity to make enhancements and improvements in the manner data is collected and reported for future outcome reporting, benchmarking and trending analysis. Our next step is to contact the current administrator(s) and request test data to enable us to begin working on a data conversion. We will request a file layout, tables, coding information including injury/incident codes, payment, reserve and recovery type codes and detailed transactions, job class, policies, complete claim detail, etc. This information allows us to begin the mapping process prior to the transfer date. With full cooperation from the prior administrator, TRISTAR typically completes conversions in approximately 15-20 business days.This process ensures our adjusters have complete file information as soon as possible, and that our client's month-end reports are available the first month after the effective date. During the data migration, TRISTAR's IT department performs reconciliation ensure data integrity. Claims are compared to detail and summary reports provided by the prior administrator. Top-line information such as volume, dollars paid, outstanding reserves, total incurred, and recovery by claim type are reviewed against loss run roll-ups. Any differences between the test file and actual loss runs are identified and noted, and our IT team drills down into the individual claim records driving any discrepancies,to assure the accuracy of the final conversion. All new information entered is subject to automated data integrity rules validation, such as required fields. Claims supervisors monitor the completeness of data entry on a claim-by-claim basis. STAFFING L: TRISTAR will assign a skilled, experienced, and tenured claim and account management team. Please see Tab 4— Qualifications and Experience of Firm and Team for additional details. COMMUNICATION IT THE CITY: TRISTAR's policy and practice is to work in collaboration and partnership with our clients, including providing proactive client services. This may include, but are not limited to: Day-to-Day Claim Management—Return-to-work, authorizations and approvals, etc. Sensitive or Severe Claims/Incidents: In these instances, TRISTAR will communicate with the City in its preferred method which may include: specific forms that are emailed or mailed, telephonic roundtable strategy discussions that may involve the City, claims professionals, and specialists such as nurses, attorneys, and investigators, etc. 0 Catastrophic injuries 0 Claims that may involve public relations/media coverage -did TRI Page 1 5 transforming risk into opportunity' Page 331 of 1324 0 Suspicious or potentially fraudulent claims 0 Cases with potential to produce precedent 0 Politically sensitive claims Regular Reporting: Weekly, Monthly, Quarterly, Annual, Etc. 0 TRISTAR's account manager will assure that the City receives its periodic, regularly scheduled reports, which may include email delivery and/or delivery within the TRISTAR Connect system. 0 TRISTAR will also provide assistance to address any necessary ad hoc reporting needs. Claim Review Meetings: Quarterly or as otherwise requested 0 Formally review claims meeting the City thresholds (incurred value, injury/incident type, litigated, etc.) or as specifically requested Trends in Claim Outcomes 0 TRISTAR's program manager will regularly monitor the City's program to identify successes, opportunities for improvement, patterns in injuries and potential opportunities to reduce claim frequency or severity. 0 These trend reports will be presented at regularly scheduled meetings, as desired by the City. Opportunities for Service Efficiencies or Enhancements 0 Should TRISTAR identify opportunities to improve service to the City, such as improvement of workflows, communication, enhanced service opportunities, we will bring those opportunities to the attention of the City for discussion. Service Challenges: TRISTAR will notify the City via telephone call, and document via email or letter, and update any forms or manuals to appropriately address any necessary changes. 0 Should TRISTAR identify areas of potential concern, we will promptly raise those issues to the City with an action plan for resolution. WORKERS' COMPENSATION PHILOSOPHY AND PROCESS. Workers' compensation claims handling is a process-driven service governed by state statutes. TRISTAR's philosophy, policies and procedures were established to provide the highest quality claims management in the industry, in compliance with applicable statutes and regulations and in adherence to the City's Special Claim Handling Instructions. We have been administering claims in the state of Florida for more than 18 years, and we are knowledgeable and experienced in the rules and regulations governing the City's workers' compensation claims program. Our claim philosophy consists of a general statement of intent to handle claims ethically and in a manner which is fair, honest and equitable to all parties involved. To fulfill this intent, TRISTAR does the following: Our claims offices are organized, staffed and operated in a manner consistent with our corporate philosophy We approach claims management from the orientation of meeting our client's needs within the framework of the law and our contractual obligations -did TRI Pagel 6 transforming risk into opportunity' Page 332 of 1324 0 Claims administration is conducted ethically, recognizing fully our responsibilities to our clients,their employees and the public Our claims decisions and payments are made promptly when due, in accordance with each applicable statute Our philosophy and statement of Good Faith is consistent with that of Egan v. Mutual of Omaha Ins. Co., "A covenant of good faith and fair dealings requires contracting parties to refrain from doing anything to injure the right of the other to receive the benefits of the agreement." (24 Cal. 3d 809.) In the spirit of this substantive case law, TRISTAR believes that as an administrator we have a duty to investigate claims thoroughly. We do not deny coverage based on either unduly restrictive policy interpretations or standards known to be improper, and we will not unreasonably delay or deny the processing or payment of claims. Each claims office has an established management team to assure quality claims service is provided to clients and their injured employees. We recognize and respond to the need to be flexible within our framework of procedures to meet the unique needs of our clients in the many different states in which we manage claims. We employ the use of client service instructions to identify the requirements of our clients which exceed or modify our best practices protocols. To ensure that TRISTAR's policies and procedures established are consistently applied in our branch offices, our quality assurance department conducts regular audits. Our policies and procedures are revised at necessary intervals to stay current with the changing needs of our clients and branch offices and to remain in compliance with jurisdictional statutes. For instance, we developed claim handling procedures to prepare for potential claims arising out F.S. 112.1815 (5)(a).This law became effective on October 1, 2018 and provides an expansion in workers' compensation coverage for First Responders to include Post-Traumatic Stress Disorder(PTSD). Workers'Compensation-Best Practices Overview Coverage 0 Prompt confirmation that policy information is accurate and applicable 0 Reinsurance determined and reported where applicable Contact 0 Same-day contact with employee, employer and a doctor to determine compensability and injury 0 Regular aggressive follow-up with contacts throughout the life of the file Investigation 0 Recorded statements on back injuries, in compliance with Client instructions, or as otherwise directed by the supervisor 0 Wage information obtained and appropriate rate determined 0 Outside investigation completed when necessary 0 Indexing on all lost time cases -did TRI Page 1 7 transforming risk into opportunity' Page 333 of 1324 0 Fraud indicators checked and referred for Special Investigation (SIU) when appropriate 0 Regulatory requirements and turnaround times met and/or exceeded 0 Initial diary set at 30 days with subsequent follow-up no more than 90 days Recovery/Contribution 0 All new losses reviewed by a supervisor for potential subrogation 0 Potential sources of recovery identified and placed on notice immediately 0 Other sources of recovery, such as Second Injury Fund or other state funds, pursued aggressively Evaluation 0 All losses evaluated for potential financial impact immediately upon receipt 0 Initial reserves established within five days (30 days on major cases) and changes within 30 days 0 Home Office referral for guidance and direction on all files meeting established criteria Medical/Disability/Rehabilitation Management 0 Lost time cases involve aggressive Return to Work/Light Duty availability 0 Disabilities and restrictions determined in a timely manner 0 Medical reports obtained promptly and reviewed by adjuster for early disposition 0 Medical management aggressively followed with Early Intervention nurse and medical provider 0 Prior to releasing TTD checks contact made to confirm employee is disabled 0 Independent medical exams set up when appropriate 0 Assignment to approved rehabilitation vendors when appropriate, close follow-up and direction Negotiation/Disposition 0 Claim adjuster to review settlement strategy and plan with supervisor 0 Negotiation conducted promptly and aggressively and documented in file Supervision 0 Supervisors initiate all new losses, reassignments and litigation referrals 0 Initial diary of all cases within 30 days and subsequent reviews at no more than 90 days 0 Supervisors do not carry pending files 0 All reviews and evaluations documented Customer Service 0 Contacts and return phone calls made same day 0 Adherence to Special Client Handling Instructions 0 Reserve increases and settlements discussed with customer as required Page � 8 -did TRI transforming risk into opportunity' Page 334 of 1324 0 LIABILITY CLAIMS PHILOSOPHY AND PROCESS. Due to the unique environment of liability claims within the public sector, our liability programs are highly customized for each client whether the client is a city, a county, education institution, hospital or water or transportation district. Many public entities may handle a certain type of liability or property claim in-house and use TRISTAR services for other claim administration needs, or they may use our services for all property and casualty claims. The administration and adjustment of liability and first party property claims is a service that TRISTAR tailors to the statutes and case laws of each state and the specific needs of individual clients. The Liability and Property Claims Department is an integral part of TRISTAR's operations. Each claims office has an established management team to assure the adjusters provide a quality claim service to our clients. Our goal is to provide service to our clients in compliance with all State and Federal regulations and statutes, and the City's claim handling guidelines. Therefore, TRISTAR may alter some of these procedures to meet the needs of our clients and those claims offices that have unique circumstances. To ensure that TRISTAR complies with the policies and procedures established by TRISTAR and the City, in addition to specific requirements of excess insurers, TRISTAR conducts internal audits on an annual or more frequent basis.TRISTAR reviews client policies and procedures periodically to stay current with the changing needs of the City and to remain in compliance with any statutory or regulatory or carrier changes. GOVERNMENTAL IMMUNITY—TRISTAR will provide the City with a written opinion of liability that would include discussion of any potential Governmental Immunities that might apply. TRISTAR will discuss recommendations with the City and proceed as authorized and directed by the City on a case-by-case basis. TRISTAR will collaborate with the City to develop a customized claim handling process that meets the City's needs and requirements. Automobile and General Liability- Best Practices Overview Coverage 0 Verification of policy information and application to reported incident 0 Coverage issues resolved within 30 days Contact 0 Same-day contact with parties involved, obtaining needed information Investigation 0 Recorded statements obtained at the discretion of supervisor, adjuster or client 0 Supervisor reviews of new loss and assigned to appropriate adjuster with instructions 0 Outside investigation accomplished when necessary 0 Mandatory indexing on all Bodily Injury claims 0 Liability issues effectively investigated and documented 0 Fraud indication referred for Special Investigation (SIU) -did TRI Pagel 9 transforming risk into opportunity' Page 335 of 1324 0 Initial diary for 30 days and subsequent at no more than 90 days Recovery/Contribution 0 Recovery potential is reviewed by supervisor on every claim 0 Liability apportioned to other potential defendants and their insurance carriers 0 Agreements between parties documented Evaluation 0 Claims evaluated for potential liability immediately upon receipt by both supervisor and adjuster 0 Ranges of potential financial impact established 0 Reserves input within five days (30 days on major cases) and changes within 30 days 0 Home Office referral for guidance and direction on all files meeting established criteria Negotiation/Disposition 0 Evaluations reflect analysis of liability and damages information 0 Documented action plan developed on all cases for settlement 0 Forms of Alternative Dispute Resolution considered 0 Negotiations conducted aggressively and promptly Litigation Management 0 File review provided from defense counsel within 30-60 days of initial assignment 0 Planning conference with counsel, adjuster and customer within 30 days of initial review 0 Litigation strategy documented and agreed upon 0 Supplemental case analysis performed throughout life of litigation 0 Suits are discussed in committee by appropriate parties 30 days prior to trial 0 Ongoing litigated matters are discussed in committee at least once annually Supervision 0 Supervisors initiate all new losses, reassignments and litigation referrals 0 Initial diary of all cases at 30 days with subsequent reviews at no more than 90 days 0 All reviews and evaluations documented Customer Service 0 Contacts and return phone calls made same day 0 Adherence to Claim Handling Instructions 0 Reserve changes and settlements discussed with customer as required -did TRI Page 10 transforming risk into opportunity' Page 336 of 1324 Property Claims- Best Practices Overview Coverage 0 Prompt verification of coverage 0 Potential coverage issues addressed within initial 30 days Investigation 0 Supervisor review and assignment of all new loss reports 0 When applicable, property inspection must be attempted within 48 hours of receipt of loss 0 Cause and origin of loss determined; damages verified and documented 0 Scope of damage and estimation completed within 5 business days 0 Recorded statements obtained when needed 0 Public records obtained as needed 0 Outside investigation conducted when needed 0 Reporting to Property Insurance Loss Register (PILR) mandatory for certain losses 0 First reports reviewed against Fraud Indicators 0 Regulatory/Statutory requirements and turnaround times met or exceeded 0 Initial diary set at 30 days with subsequent follow-up in no more than 90 days as warranted Recovery/Contribution/Salvage 0 All new losses reviewed by a supervisor for potential subrogation 0 Potential sources of recovery identified, pursued and documented 0 Third-party notices filed within 30 days of assignment 0 Fee arrangements with counsel agreed upon at time of assignment 0 Loss credited by the determined salvage value where applicable 0 Recovery notice created as soon as recovery, contribution and/or salvage potential is identified 0 Processing of recovery indemnity and expense dollars performed with 24 hours or receipt of check Evaluation 0 All losses evaluated for potential financial impact immediately upon receipt 0 Where warranted, claim disposed of via proper denial, supported by investigation 0 Claim professional completes an evaluation of the loss through file documentation before beginning settlement negotiations 0 Supervisor reviews and approves all settlements over claim professional's authority Negotiation/Disposition 0 Settlement strategy developed and reviewed by claim professional and supervisor -did TRI Page 1 11 transforming risk into opportunity' Page 337 of 1324 0 0 Settlement process begun within 5 working days 0 Final settlement to reflect true value of case based on damages and/or liability Litigation Management 0 Evaluation of case, litigation strategy and anticipated defense cost developed by claim professional and defense counsel 0 Suit information entered into Suit Log 0 Defense counsel provides initial file review within 30 days of assignment 0 Activity driven reports by defense counsel delivered within 10 days of reported activity Supervision 0 All new losses, reassignments and litigation referrals initiated by supervisor 0 Initial diary of all cases within 30 days 0 All reviews and evaluations documented Customer Service 0 New losses assigned same day as receipt 0 All regulatory/statutory requirements and turnaround times met or exceeded 0 Claim payments issued and mailed within 24 hours of settlement 0 Adherence to Customized Handling Instructions Professional Liability Claims- Best Practices Overview Coverage 0 Prompt confirmation of coverage 0 Potential coverage issues addressed within initial 30 days Contact 0 Same-day contact all parties involved in the loss, including plaintiff's counsel, if applicable 0 Regular aggressive follow-up with all contacts throughout the life of the file Investigation 0 Supervisor review and assignment of all new loss reports 0 Insured interviewed where coverage issue exists 0 Pertinent facts/information obtained and investigated in malpractice cases for both insured and professional involved 0 Full description of case and/or course of patient's treatment obtained and investigated in underlying case 0 Collateral sources pursued where applicable 0 Reports sent to Central Index Bureau on all bodily injury claims -did TRI Pagel 12 transforming risk into opportunity' Page 338 of 1324 0 Outside investigation completed when necessary 0 All regulatory/statutory requirements and turnaround times met and/or exceeded 0 Initial diary set at 30 days with subsequent follow-up no more than 90 days Recovery/Contribution 0 All new losses reviewed by supervisor for potential subrogation 0 Potential sources of recovery identified, pursued and documented 0 Other sources of recovery, such as third party notices and Alternative Dispute Resolution pursued aggressively Evaluation 0 Losses evaluated for potential financial impact immediately upon receipt 0 Two separate evaluations completed: underlying case and malpractice case 0 Initial reserves established within five days (30 days on major cases) and changes within 30 days 0 Home Office referral for guidance and direction on all files meeting established criteria Negotiation/Disposition 0 Settlement strategy developed and reviewed by claim professional and supervisor 0 Negotiation conducted promptly and aggressively and documented in file Litigation Management 0 Evaluation of case, litigation strategy and anticipated defense cost developed by claim professional and defense counsel 0 Activity driven reports by defense counsel delivered within 10 days of reported activity (telephone contact within 24 hours of significant events/discovery responses) 0 Follow-up communication/reporting among defense team members aggressively maintained Supervision 0 All new losses, reassignments and litigation referrals initiated by supervisor 0 Initial diary of all cases within 30 days and subsequent reviews at no more than 90 days 0 Reviews and evaluations documented Customer Service 0 Contacts and return phone calls made same day 0 Adherence to Customized Handling Instructions 0 Reserve increases and settlements discussed with customer/insured -did TRI Page 1 13 transforming risk into opportunity' Page 339 of 1324 0 Claim Management—Detailed Overview: FILE SET UP: It is TRISTAR's standard practice to establish a file with respect to each claim and to document all "Incident Only" reports. TRISTAR offers multiple reporting options including data exchange, email, facsimile and a call center for telephonic reporting and/or integrated telephonic nurse triage services. Reporting services are available 24 hours per day, seven days per week, and 365 days per year, with emergency escalation protocols available for severe or catastrophic events. Newly reported claims enter an automated new losses queue, where the Supervisor reviews and assigns the case to the appropriate adjuster. The adjuster receives an email, and a diary is established for the new file. Regardless of the reporting mechanism used to report claims, TRISTAR can utilize an automated notification tree-trunk customized to notify authorized parties at the City, supervisors, and adjuster(s) of a reported claim,the claim number, and request for additional information. INVESTIGATION: TRISTAR's responsibility to our clients is to determine if claims made by their employees for obtaining benefits are compensable under relevant jurisdictional statutes regardless of the type of claim. The process for determining whether a claim is compensable is to conduct a thorough investigation with regard to whether the claimed injury arose out of/or in the course of employment (AO E/CO Q. The adjuster evaluates a claim to determine compensability based on facts gathered in conjunction with relevant statutes. The adjuster will accept or deny the claim within the required statutory timeframe, and will secure approval from the City prior to issuance of a denial. Three-point contact, (employee, employer and medical provider and witnesses, if any), is an important step in the initial investigation/verification of a claim. Within one business day of receipt of the claim, the adjuster attempts three-point contact on all claims with an indemnity claim status and appropriate medical only claims. If needed, an additional attempt is made the next business day. If after two attempts the adjuster is unable to reach any of the three contacts, a letter or e-mail follow up is sent. Unless otherwise requested by our Client, completion of the three-point contact is not mandatory on claims set up with a simple medical only claim status; however, at least one contact is made to verify the claim, such as the employer and an initial receipt and acknowledgment of reported incident letter is sent to every claimant. The three-point contacts are completed as necessary to appropriately manage the claim (such as return- to-work modified duty or multiple injuries to the same body part) or per the individual client service instructions. A summary of the salient points of the three-point contact are entered in the claim notepad, which is accessible to the City via TRISTAR's risk management information system, TRISTAR Connect. Should the City require additional or different contacts, TRISTAR will include that direction in the customized handling instructions for the program. EMPLOYEE COMMUNICATION: TRISTAR recognizes that one of our most important responsibilities is to guide our clients' injured workers fairly and compassionately through the claim process. Our adjusters and assistants speak with the employees on a regular basis in order to explain to them their rights, obligations, and options. This communication begins with the three-point contact at the initiation of a new claim. Three-point contact keeps communication channels open between the injured worker, the employee's supervisor and the treating physician. From the very beginning we will explain their benefits according to statutes, i.e.,temporary disability benefits, mileage reimbursement, etc. -did TRI Page 1 14 transforming risk into opportunity' Page 340 of 1324 0 QUESTIONABLE CLAIMS:All adjusters have the primary responsibility of determining the compensability of all new claims and the validity of ongoing claims. The adjuster evaluates a claim to determine compensability based on facts gathered in conjunction with relevant statutes. The adjuster will secure all information necessary to thoroughly investigate a claim, and perform all investigations necessary to determine the nature and extent, if any, of the City's liability. The adjuster conducts investigations with the injured employee, their direct supervisor and/or the appropriate employer contact, any identifiable witnesses and the medical provider. TRISTAR will conduct a thorough and vigorous investigation of all questionable claims immediately upon receipt or identification of suspicious activity. In some cases, the first step in an investigation is to do an activity check.The investigator will attempt to obtain information regarding the injured employee's daily activities through interviews of neighbors, co-workers, or acquaintances or social media. Through the activity check, the adjuster can often determine whether further investigation, including sub-rosa, will be cost effective and successful. Should a field investigation be necessary, a referral will be made to an investigator outlining the issues in the case, the activities needed (witness statements, accident scene investigation, etc.) and handling deadlines. If the investigator needs to enter the client's workplace, the adjuster will provide the investigator with the name and telephone number of the contact person who will give them access. The adjuster will instruct the investigator to call the adjuster before proceeding in order to obtain up-to-date information and instructions. Likewise,the adjuster will provide the City the name of the investigator. Surveillance (sub-rosa) video of a particular claimant's daily activities can be powerful evidence to discredit an exaggerated or suspected fraudulent claim. Obtaining such video, while generally lawful, can infringe on privacy rights of individuals and must be undertaken in a highly professional manner. Assignments will be made only to credible, ethical and licensed private investigators or as approved by the City. The examiner must document the articulated suspicion in the claim notes. A statement regarding how the examiner will use the films be used to reduce the claim exposure should be outlined in the claim system notepad. The adjuster monitors the investigator's field activities, while in progress, in order to control costs and optimize the collection of any video evidence. One-time activities that are in excess of apparent restrictions often are not persuasive. Follow-up, preferably the next day, will help establish a pattern of such activity. Arrange to view any videos as soon as possible in order to determine how effective the films may be in reducing disability, terminating treatment, disproving a claim, or otherwise reducing the client's exposure. The adjuster will refer to the City's client service instructions to determine if authority is required from the City prior to the referral or if a designated vendor is required. When a referral is made, the claim system will be documented with the basis for the referral, how the results of the investigation will be used to reduce the cost of the claim, and the authority received from the client. INDEX BUREAU REPORTING:TRISTAR's system automatically reports all new or converted claims with a temporary disability status to the Index Bureau, and re-indexes claims every six months until closure. Additional claims, such as questionable claims or as otherwise requested by the City, may also be submitted. The response from the Index Bureau is downloaded directly into the claim notepad. Responses from the Index Bureau indicating the claimant may have had additional claims that could be related to the injury currently under our administration will be investigated by the claims adjuster. -did TRI Page 1 15 transforming risk into opportunity' Page 341 of 1324 0 TRISTAR's policy is that documentation shall be complete and thorough in the claim notepad regarding the index response received and need for any further action. RESERVES: TRISTAR understands the importance of accurate reserves on our clients' financial predictability. Reserves are established at ultimate probable cost - what we believe will ultimately be paid on the claim - not necessarily the maximum exposure. It is critical that the adjuster establishes reserves correctly and timely for the following reasons: The accuracy of the client's financial statements, which include reserves as current liabilities, is dependent upon appropriate reserves. The client's actuaries' determination of Incurred But Not Reported (IBNR) losses is based on an analysis of both paid and unpaid losses. The reserves established by the claims administration department make up the unpaid loss portion. Loss reserves are a major component used to calculate loss ratios for each client. The client can use loss ratios to evaluate the performance, and loss ratios can affect premium rates. To ensure future liabilities are accepted by regulatory agencies TRISTAR establishes the initial reserve within five business days of receipt of the claim. The adjuster will document supporting rationale of any reserve or reserve change entered in the claim system file. Reserves are established based on the merit of the claim and the information obtained during the initial investigation. Information taken into consideration when establishing reserves may include but not necessarily be limited to the following: Type and severity of injury Age of the injured employee Occupation Local cost of treatment Expected length of disability General health and motivation of the injured employee Jurisdiction These factors, as well as the adjuster's experience, are considered when reserving for the estimated ultimate probable cost of the claim. Reserves are re-evaluated at each diary review and when significant information is received that may alter the course of the claim. A reserve worksheet is completed for each reserve adjustment on an indemnity claim. Documentation is entered in the clam system notepad supporting the rationale of the reserves entered or adjusted. The claims adjuster is responsible for reviewing and documenting the adequacy of the reserve at each diary review. SUBROGATION: Under workers' compensation law, the employer is responsible for payment of benefits to an injured employee even where there is another (or third) party at fault. The City is entitled to recover those expenditures by way of subrogation against the responsible party. The examiner, on behalf of the City, will diligently identify and pursue any claim where there is a possibility of recovering any or all moneys spent for such an injury. If on investigation, subrogation does not appear to be applicable to the claim, the examiner will document the claim system notepad indicating the basis for this determination. -did TRI Page 1 16 transforming risk into opportunity' Page 342 of 1324 0 Subrogation opportunities may be present in the following claim scenarios: Auto accident Product defect (e.g., defective chair, ladder, machinery) Premises liability—unsafe surfaces, safety equipment not installed, or poor maintenance The examiner will investigate to determine if a third person(s) or equipment dysfunction may have caused the incident to identify subrogation potential. There are also instances where subrogation is possible against the manufacturer of a defective piece of equipment or machinery. The examiner will work with the City to ensure that faulty equipment is secured and stored for use as evidence. An injury occurring away from the employer's premises may involve subrogation (e.g., a deliveryman at a client's place of business may have a slip and fall injury on foreign matter left on the floor. The examiner will secure the City's approval prior to pursuing subrogation. Various jurisdictions have different statutory timeframes for filing the appropriate paperwork to protect the client, and sometimes these timeframes differ for filing against private entities and public entities. TRISTAR's team is familiar with jurisdictional timeframes to assure recovery for our clients. Our adjusters subrogate most claims in the normal course of business. Our adjusters and managers may have liability experience and are very familiar with subrogation matters. There may be occasion to refer complex subrogation matters to specialized legal counsel. TRISTAR will make recommendations for referral if necessary. Should a case be referred to legal counsel, most firms will provide services based on an hourly rate. We are happy to assist in obtaining a flat fee or contingency basis as needed or requested. SUPERVISOR REVIEW: Supervisors review all new indemnity claims within 10 business days of TRISTAR's receipt of the claim to verify all pertinent issues have been identified and addressed, appropriate compensability determination was made, reserves are appropriately set, diaries are in place, benefits have been accurately calculated and paid, benefit notices are complete and a thorough action plan is documented in the file. Supervisors review all indemnity claims at 90 days and complete a thorough review of the file, including reserve adequacy. Subsequent supervisor diary is mandatory on active indemnity claims every 180 days or more frequently,the diary must be appropriately set for the specific claim. All claims where reserves, payments, or settlement authority exceeds that of the claims adjuster are reviewed by the supervisor and proper documentation of the review is entered into the notepad. Supervisors maintain diaries on medical only claims for new examiners, in compliance with client handling instructions, and randomly audit medical only files. CLAIM ACCEPTANCE: Once an investigation is completed and the claim has been determined to be compensable,the adjuster is required to follow the following procedures: Issue an acceptance letter immediately to the injured worker and that can include a benefit notice if compensation benefits are due. Document the claim notes with the basis for acceptance of the claim. Update all claim screens with the appropriate coding identifying the acceptance status. -did TRI Page 1 17 transforming risk into opportunity' Page 343 of 1324 0 CLAIM DENIALS: When the adjuster completes the investigation, the adjuster will review all available evidence to determine whether a denial is appropriate and issue either an acceptance or denial within the timeframe required for each jurisdiction. The adjuster will initiate all filings in accordance to the regulatory rules and procedures. Adjusters are required to follow the following procedures on claim denials: Detail clear and concise documentation of the basis for the denial in the claim notepad. Complete the appropriate denial notice required for each jurisdiction by stating a legal, factual, or medical basis for the denial based on information available. It is mandatory that the approving supervisor or manager review each denial prior to mailing. The supervisor or manager shall enter their approval or non-approval of the denial into the claim notepad for each claim denied. Consult with the client prior to issuing the denial. Document the same in the claim notepad. Send a copy of the denial to the client. If represented, send a copy to the applicant attorney and defense attorney. Update coding in the claim system to include; checking the denied box, entering the denial date and reason. Contact the claimant telephonically and in writing regarding the denial. RETURN-TO-WORK:The City has a variety of solutions to manage return to work. Adjusters work closely with their clients to assist in returning employees to work through a transitional work or "stay at work" program, utilizing the policies and procedures established by the City. This may involve the risk management department, the human resource department, the injured worker's' supervisor, medical providers, and/or a nurse case manager. The adjuster contacts the treating physician every 14 days or more frequently when an employee is out of work.The adjuster works with the physician to assure the injured worker obtains appropriate medical care and returns the injured worker to full or modified duty by providing injured worker's functional limitations. The adjuster works with the City to help determine the availability of modified duty position(s), and communicates that information to the physician. TRISTAR understands the importance of communicating work status and changes in work status to the City's Risk Management department, Human Resources department, and the employee's supervisor. To the extent that they are available, documented job descriptions and modified/transitional duty programs aid our efforts to return employees to productivity. The objectives of the transitional work program are: Transition the injured employee to full duty through placement into available interim assignments. Mitigate the costs incurred for injuries by reducing the length of time, an employee must remain away from work. Minimize the negative impact of an injury or illness upon the affected department Improve the morale of the client staff. TRISTAR nurses can also work closely with all parties to assist with return to work opportunities utilizing medical treatment guidelines and predictive modeling based on severity of injury, occupation, age -did TRI Page 1 18 transforming risk into opportunity' Page 344 of 1324 0 factors, etc. TRISTAR can customize all return to work activities in conjunction with the client return to work and transitional duty policies and procedures. TRISTAR also offers an employee wellness program that integrate workers' compensation and group health medical management, disease management, and return to work activities to help reduce absenteeism and obtain quality healthcare for most optimal outcomes. Clients that have deployed this program have achieved great success. The City is able to track functional limitations and return to work status through the TRISTAR Connect risk management information system, via: Return to Work Status Screens Access to Medical Reports Change of Work Status Work Status Reports Access to Managed Care Modules including: 0 Nurse Case Management Activities 0 Official Disability Guidelines/Medical Disability Guidelines and others 0 Bill Review Data including medical provider billing, reimbursement information, billing practices, infractions and more Our nurses utilize a proprietary system to help ensure compliance with utilization review and medical case management protocols, and additionally, our nurses and staff has access to various sophisticated software programs that provide tools to various jurisdictional or State medical treatment guidelines and predictive modeling tools. a d ODG Return To Work Prescription tv�atm a c« Foolbox: �,�: �I� Proaedurro ibdee,` Isececr f Iselest,] 0136 Evidence-Based Decision Support OQG_.Chad to Cor.(cpmlutima(rtary self training module). ODG Capabilities&Activity Modifications for Restricted Work(`:heck only those that apply): I,-CleficaUm�ifiedw[uk Lifting vath knees(with a straight back,no sidelong)not more than 5l hs up to 3 ttimeslhF, Squab img up to 4 kmosrhr starling or walking with a 5minute break at least every 20 minutes sting with a 5-minute break every 30n ncfles',be extremes of extension of flexion no extremes of aisling;no climbing ladders;driving Gid only up 102 hrsiday. a Hanualwork:lr}dng with knees(ycm a skaighfback)nal more than 251 Ins up so 15 tirmesrLr,squatilog up to 16 nmas hr stall ng or walking with a 10,minuie break at least every 1.2 hours;sitting with a 10-h inure break every 1.2 hours,extremes ornexion or extension.allowed W to Q fiines+br e tremais of riv sting allowed up to 16 timesim ,running ladders allowed up to 25 mngs b timesdrr,during car or iighl track up to a full work day,during heavy truck up to d hrsiday: Adjust ODGRTW.IModificabonsaslapews. i Copy GDG Template t u 11( fa c _a3.,.I 1(,h sv_aiq_..b n Fi. a Tex ai.!.^., :.a 5 ttik�:.0 E kTy 3r r!Request Provider Signature? +.Add Job Function Evaluation Perm? prior Figure 1: Sample Return to Work Prescription -d'd TRI Page 19 transforming risk into opportunity' Page 345 of 1324 ODG Comorbidity '°TM M,of"o,s,l........ PAI JAIA A.-- 9045 Cwoihday Cak.W.I[ar Clear Prm- URL Savings Cakullatar(use r to replace Best Practice with a,clua I claim spend) let Ban praw"(.) 1;".We 51m .................... is W, VJ60.� ID-d—t-t rd.!�-p6mb,,Vd--tAi—? From the DAAO+, !se flnraiv,e: L,F 0.1-N..b— L4,Q78A errloyaa ru— LTIMID r.,�Yl Y, Rrw be.: st.w APIn-a 0.1—tA4.! V-0,ft Skov ------------ U—1.4.— F7M--Q-8----------------------------------------------------- 840a-is a,ns a,6 wair"ol'W!", Figure 2: Sample Comorbidity Tracker ....................... Aeraci ed Toom '=mark Aggindthe Pmdidpid Dunn m MAnjW TQLPoEd the 0"mim Di4mfign Sprarnsard Sl,airs,Owk DWsfat411e1AodimJ0bC4m L�€a]atS all 1CD 9 CrA ,s I'd ftAxx1W fteal�l,A-",m Elr.ws W.d �,00.e of )o�Lwrko� Warn( .pam ........... molnum optUm" "Wonum AM— 0.bd e9 mw�:9 Type I D.Vs 000glesmel svpvafte Pr m sP,Affr"?W W06as'af"PM ^r)C,u gfzlddmm 4 os" V—r sr-. U"I"Um OPWMI) All"Imm HypoMfYjmWm N dd rual C dd am---_....——— U-BukPain PF'r,"Ir. 7-001 mep,D.P—ti. Se—,d.y r270 01 Days 8.eo 0A,uW., obeedy SM#.cl,',!drv=--I� - 05desaft,ft Iry -5 T, Nedived pwolweval Vkher F ad ors Dc¢ Si 29 PregnarKy RW.ni1NdAah01,& 9 D— Re—D.bz, UM-1012 5f3j2012 46A) days M be 1a'+ed Mlhs Ce5e Dy--eIrpj pqpef,I)%.7'r, ,,. 9399179 Me rmwM hrr@ for WripfAN9 K, V, rasorslrair, .............................................12 L), --Poedded Dgy�of F- calkwialp 67i Y, -------------- ---------- Kellc,JW Figure 3: Sample Predictive Modeling Calculation for RTW Strategies COST CONTAINMENT.,TRISTAR utilizes a variety of cost containment strategies including managed care programs that include 24/7 call center, nurse triage, early intervention, predictive return to work modeling, telephonic and field case management, physician review, treatment protocols and customized wellness programs and more. -d1d TRISTAR' Page 1 20 transforming risk into opportunity' Page 346 of 1324 0 Our bill review audit and PPO network access programs are part of our cost containment strategies. Our ability to negotiate best price nationally affords our customers the best outcomes. TRISTAR has established relationships with specialty service providers for comprehensive pharmacy programs, durable medical equipment programs, radiology services, physical therapy and physical medicine, implantable devices, translation, transportation, AOE/COE, surveillance and fraud investigations, Medicare-Set-Aside and structured settlement services and negotiated appraisal services. These programs are an integral part of our services. Electronic interfaces with service providers provide TRISTAR with the ability to continue its own paperless, document technology enhancements for our programs. Additionally, TRISTAR has legal cost containment programs that include negotiated rates, litigation budget expectations and recommended legal referral. All staff is trained to identify and pursue subrogation opportunities. Liability/Casualty Nurse Services:TRISTAR staff includes in-house nurse personnel that specialize in the evaluation of liability claims. Services include providing a retrospective review of complex or catastrophic events to develop a future prediction of medical needs and exposure,to assist our claims professional and clients in reserving, management and in making proactive recommendations for settlement. Our nurse serves in the capacity of a "forensic expert," and is available to testify at trial, performing services more cost effectively than when performed by an outside expert engaged by an attorney. Services include: Prepare chronological outline of medical records/identify and omitted records Verify appropriateness of diagnosis and identify pre-existing conditions Evaluate appropriateness of the treatment and medical history Identify excessive treatment within multi-disciplinary standards of care and state requirements Assess necessity of lost time at work using nationally recognized evidence based guidelines Utilize national Peer Review panel and medical bill review experts as indicated Address issues of causation and identify services unrelated to the claim Provide a detailed action plan with recommendations to manage and coordinate the medical aspect of the claim Detect late entries, inconsistencies and conflicting information in the medical records EXCESS REPORTING:When excess reporting is required,TRISTAR has established a consistent procedure for notification to clients and excess carriers. Serious claims requiring reporting may include amputation, head injury, spinal cord injuries, and second or third degree burn of 25% or more of body, potential transplants, multiple injuries, any accident that causes serious injury to two or more employees, or any claim that has incurred 50% of the client's SIR, or any claim that meets the City's excess reporting requirements. The adjuster will complete the initial and subsequent excess report by utilizing an appropriate form or format, and completes the referral to the excess carrier when reserves are established or increased to the reporting level set by each excess carrier or when the severity or type of claim warrants or requires reporting. -did TRI Page 1 21 transforming risk into opportunity' Page 347 of 1324 0 The adjuster will submit excess reports to all parties as required. TRISTAR maintains a copy of the excess report in the correspondence screen. The adjuster updates the notepad with each report to the excess carrier. The claims adjuster shall submit copies of all applicable medical reports in our possession, along with pertinent legal correspondence with the initial excess report. A benefit printout detailing all benefits paid to date shall accompany each excess report. The adjuster contacts the excess carrier for authorization to settle any case in excess of the retention level established for that policy period. This also includes settlement or waiver of any subrogation or liens. The adjuster documents any authorization received from the excess carrier in the claim system notepad. MMSEA/Section 111: Section 111 of the Medicare, Medicaid and SCHIP Extension Act of 2007 requires mandatory reporting requirements for group health plans and for liability insurance (including self- insurance), no-fault insurance, and workers' compensation. TRISTAR (reporting agent), on behalf of our clients (Responsible Reporting Entity— RRE) has assembled a team composed of personnel from various disciplines (project management, IT, legal, quality assurance and claims operations)for both liability and workers' compensation to respond to the CMS regulations - Section 111 of the Medicare, Medicaid and SCHIP Extension Act of 2007. As long as the City utilizes TRISTAR's claims software, the City may designate TRISTAR as the Reporting Agent to report to CMS. TRISTAR provides continuous updates to the clients through bulletins and letters. Clients can access copies of these bulletins and letters on our website at www.TRISTARrisk.com. The Section 111 reporting requires us to maintain and track data that had previously not been required in the normal course of claims management. As such, our IT Department has completed significant programming changes to our claims system and established an electronic reporting interface to CMS. TRISTAR is committed to maintaining compliance for our clients and we have deployed additional internal resources responsible for maintaining the integrity of the data and the CMS reporting process. We felt it was important to implement a reporting process that had minimal impact on our claims staff so that they are able to continue focusing on their top priority, managing your files. Submission to CMS for workers' compensation consists of on-going monthly query and quarterly reporting: Monthly query to CMS for all workers' compensation claims to determine whether the injured party is a Medicare beneficiary. The query will include any claim that was open or re-opened status, or settled as mandated by CMS. Our IT Department will continue to submit monthly queries until the claim/claimant is identified as reportable. Once reportable, our IT Department will put all required data elements to report to CMS. Flag all claims determined to be Medicare eligible or Medicare recipients Track and submit information to CMS regarding Ongoing Responsibility for Medical Payments Track and submit information to CMS regarding Total Payment Obligation to the Claimant. Retain all data elements submitted to CMS. The CMS reporting process for liability claims varies somewhat from the workers' compensation reporting process. Our internal implementation team is ready to meet the MIR and MMSEA requirements: TRISTAR will report only Bodily Injury claims to CMS as the requirements relate to medical care. -did TRI Pagel 22 transforming risk into opportunity' Page 348 of 1324 0 TRISTAR will report cases that involve a settlement, which is typically a small percentage of the bodily injury claims. Settlement is what triggers reporting for bodily injury claims. TRISTAR is prepared to handle specific situations such as when an injury involves Product Liability or when TRISTAR, or the Client, pays multiple survivors for death settlements. TRISTAR can handle such matters as Medical Payments coverage and for claims in states with no fault automobile coverage. Once reportable, our IT department will submit required data elements from the claims system to CMS. TRISTAR will retain all data elements submitted to CMS. On behalf of the City, the adjuster gathers all required information to enter into the claims system. All identifiers such as Social Security Number, Date of Birth, address, information regarding claimant's attorney, and other items as required. The adjuster enters the date and amount of the settlement into specific fields in the claims system to capture the data electronically required for mandatory reporting. Currently for liability, only settlements after a specific date are reportable, and actual reporting will occur as mandated by CMS, except for test data with CMS throughout the rest of this year. TRISTAR has implemented quality assurance procedures to ensure information is being collected and documented. The entire process automated, and the IT Department will run test scripts to ensure the data is accurate and to submit the Client's data to CMS during the Client's quarterly submission period. TRISTAR will continue quarterly reporting as required for applicable claims as long as TRISTAR is providing claims administration services for the Client. Exceptions are managed internally by the TRISTAR IT and Operation team. SETTLEMENTS: A primary goal of the workers' compensation claims program is to avoid unnecessary litigation. This is accomplished by securing the injured employee's confidence that their claim will be handled promptly, administered fairly, and that they will receive the full measure of benefits to which they are entitled. Attorney representation and subsequent litigation costs continue to remain one of the single largest contributors to increased costs of workers' compensation. TRISTAR strives to manage the injured party's claim effectively and efficiently during this critical period. The longer a claim is open the greater possibility of litigation. The early stages of a claim are paramount in controlling the disability event, managing the medical effort, and avoiding attorney representation. Reducing the percent of litigated claims will save the City considerable dollars in both benefits paid and allocated and/or litigation expense. The adjuster will adhere to the Special Client Handling Instructions for specific settlement requirements, discretionary settlement authority, and recommendations. When a claim has or will pierce the retention level, the adjuster must include the excess carrier in the settlement negotiations; failure to do so may breach the client's contract with the excess carrier resulting in a reduced recovery. The adjuster will forward demands and other settlement requests to the client upon receipt. The adjuster will indicate the referral and corresponding documents in the claims system and a complete a referral form for the client. The settlement of a claim often involves many different parties including the client, the adjuster, excess carriers, Medicare, claimant and defense, or in-house counsel, and various lien claimants. -did TRI Page 1 23 transforming risk into opportunity' Page 349 of 1324 0 Communication between all parties is essential to assure the adjuster addresses and helps resolves all issues, and to make settlement recommendations. The adjuster will provide assistance and help obtain any information necessary to assist the client to pursue settlements. In addition to recommending settlement strategies, this may include setting up medical/legal evaluations, arranging for outside investigation, providing medical and personnel records to avoid unnecessary subpoena and photocopy costs, arranging for independent medical evaluations or IMEs and arranging for permanent disability evaluations, etc. If an employee retains an attorney and litigates their claim, where appropriate,TRISTAR will: Assign the case to a defense attorney selected, as agreed to, by the City Monitor the defense attorney's activity Coordinate legal efforts between the City and the defense attorney Monitor legal costs LITIGATION MANAGEMENT. If a claimant obtains representation, the adjuster continues to manage the claim in a professional and proactive manner. Litigated claims are managed in-house when appropriate. TRISTAR will adhere to the City's handling instructions regarding the assignment of representation, including assignment of client-selected attorneys if desired.The TRISTAR adjuster will: Handle non-disputed litigated files internally When assignment is indicated, make legal assignments on specific task basis only, unless otherwise directed by the City Utilize pre-approved legal panel with negotiated hourly rates, unless otherwise directed by the City Referral may be made to defense counsel for: Disputed claims requiring depositions and/or trial Disputed issues such as apportionment, earnings, extent of permanent disability, coverage, or co- defendants One time deposition or appearance at a hearing Claims involving complex subrogation with a high paid amount and opportunity of recovery In accordance with Special Client Handling Instructions TRISTAR will effectively assist the City in controlling defense costs by utilizing defense attorneys for legal recommendations and litigation processes only. The adjuster will assist defense counsel providing certain activities such as: Preparing a report and summary and recommended strategy of case upon assignment to counsel Setting up medical/legal evaluations Arranging for outside investigation, including Sub-Rosa Sharing medical and personnel records with all interested parties to avoid unnecessary subpoena and photocopy costs Arranging for agreed independent medical evaluations or IMEs Arranging for permanent disability evaluations -did TRI Page 1 24 transforming risk into opportunity' Page 350 of 1324 0 TRISTAR's utilizes effective cost containment practices to take the burden off our clients' resources. We closely monitor legal expenses to ensure that all service providers supply the most cost effective results for our clients, and we design, recommend, implement, and maintain cost containment programs, such as the following: Pre-approved legal panel with negotiated hourly rates Legal assignments on specific task basis only Control of legal files maintained by claims adjuster Non-disputed litigated files handled internally Investigations handled by in-house staff Once assignment is made, TRISTAR will supervise the City's legal obligations, protect, and preserve the City's interests. We closely monitor legal expenses to ensure that all service providers supply the most cost effective results for the City, and we design, recommend, implement, and maintain cost containment programs. Upon assignment to counsel,the adjuster will: Prepare a summary and recommended strategy of the case Direct and evaluate the litigation management throughout the life of the claim Move the claim towards closure in a timely and cost effective manner Coordinate legal efforts between the City and the defense attorney Monitor legal costs, review legal bills for accuracy and appropriateness Continue to manage all normal tasks performed by the claims adjuster, such as setting medical appointments and evaluations, sending mileage checks, requesting medical records, or referrals to any outside vendor, including sub-rosa Share medical and personnel records with appropriate parties to avoid unnecessary subpoena and photocopy costs CLAIM RESOLUTION: All claim files contain updated summary information, plan of action and closing strategy documentation, which includes but may not be limited to: accident information, compensability determination, medical/disability status, injury received date, wages/compensation rates, benefits being paid/in dispute, reserves, ISO reports, medical status, return to work status, subrogation investigation/activity, litigation status, investigation, requested/completed, nurse case management activities and reports, excess carrier reporting (if applicable, date last report completed, date next excess report due) and comprehensive plan of action. A closure checklist is completed at the time the claim closes. MANAGED CAE AND MEDICAL COST CONTAINMENT. In addition to comprehensive claims management services and expertise, TRISTAR offers managed care and medical cost containment services. TRISTAR takes a total healthcare approach to care for injured employees. We recognize that compassionate service, and prompt access to appropriate, top quality care, creates a "win-win" for injured employees and employers through increased patient satisfaction, expedited return-to-work, and controlled costs. We closely monitor expenses to ensure that all service providers supply the most cost effective results for our clients, and we design, recommend, implement, and maintain customized programs on behalf of our clients. TRISTAR's comprehensive care management program will achieve access to the highest quality of care, while also preventing unnecessary treatment and costs. -did TRI Page 1 25 transforming risk into opportunity' Page 351 of 1324 0 TRISTAR integrates cost containment and managed care programs whenever possible, and as authorized by our clients, including but not limited to, medical case management, bill review, PPO (Preferred Provider Organization) network access, pharmacy, radiology, physical therapy and durable medical equipment programs, into our overall claims management process, which creates efficiencies and closes gaps that exist with unbundled services. TRISTAR also provides an array of medical case management including nurse triage, early intervention, telephonic and field medical case management, IMEs, medical certifications, utilization review and employee wellness programs. Medical Cost Containment includes, but is not limited to: Use of physicians specifically trained in workers' compensation/bodily injuries Pre-admission/certification review Second opinion for surgical procedures Full array of case management services including utilization review, early intervention, telephonic and field case management, and peer review Line item review to state fee schedule and/or usual and customary charges Medical bill audits with highly trained specialists PPO programs with the deepest discounts in the state Service: Superior communication and coordination of medical information with claim staff, medical providers and the City. Rapid uniform response to medical provider and injured worker questions regarding available medical benefits and status of payments. Shared information assures all parties have a common knowledge. No overlap or gaps in service since all the services are orchestrated by the claims staff and the City Combined service helps to ensure consistent and more complex savings and utilization reports. Efficiencies: More efficient processes and workflow Reduced turnaround time Fewer process errors and disputes Existing information systems integration Single source for required Electronic Data Interface (EDI) Lower Costs: All the efficiencies above lead to lower overhead costs,therefore, lower fees. Only one profit margin to consider. Single point of contact to negotiate best cost. -did TRI Page 26 transforming risk into opportunity' Page 352 of 1324 0 Our services include but are not limited to the following: NURSE CASE MANAGEMENT. TRISTAR's in-house full service managed care division provides medical case management programs including a 24/7 call center. Decision points for intervention vary based upon client program parameters. TRISTAR will partner with the City to establish a program that aligns with the City's philosophy, goals, vision and expectations. TRISTAR defines medical case management as the establishment and coordination of a treatment plan that is medically appropriate and enforces the application of the treatment plan. We are committed to improving quality of care and controlling costs while managing treatment to ensure optimum outcomes. Medical case managers maintain contact with employees, doctors, claims professionals to control medical utilization, obtain enhanced injured employee compliance with optimal treatment protocols, and expedite return to work. In the performance of our Managed Care services,TRISTAR will: Assist the City in developing custom tailored criteria to meet its needs. Provide early identification of cases requiring ongoing, high-level cost containment. Channel cases to select network providers. Review, negotiate, and document level of services recommended. Monitor medication to identify target cases for the narcotic management program. Identify specific closure parameters. Remain on a case until the case manager can make no further impact. Telephonic and Field Case Management can be an integral part of an interdisciplinary team in order to facilitate open communication with the common goal of return-to-work, coordination of care and return to health for the injured worker. It is the case manager's goal to promote quality, timely and cost effective outcomes. The case manager works with the employer to identify claims with a high frequency and meet the specific challenges within the organization. Case managers work closely with the injured worker, health care provider, and the departments to facilitate timely and appropriate medical care and coordinate a safe and timely return to work. The Case Manager's role includes: Collaborate with treating providers to create effective treatment plans using evidence based guidelines and nationally accepted treatment protocols. Expedite necessary and appropriate treatment in a prompt effective manner. Provide patient education to improve medical compliance and outcomes and collaborate with the employer and adjuster to ensure measurable outcomes. Facilitate a timely and safe return-to-work by working with the employer, medical provider, claims administrator, and injured worker from receipt of the file. The Case Manager completes Four Point Contact: Adjuster: Contact with adjuster to discuss findings; identify red flags, initial medical findings, and treatment plan. -did TRI Page 1 27 transforming risk into opportunity' Page 353 of 1324 0 Provider: Discussion with physician regarding appropriate treatment based on physical exam. Discuss medications and return-to-work with definitive end dates outlined. Next appointment is scheduled. Employer: Contact with the employer (supervisor or disability manager) to discuss return-to-work expectation and status. Discuss transitional work opportunity. Employee: Initial contact with complete occupational and non-occupational medical information. Discussion of their view of disability and establish return-to-work initial groundwork. The nurse discusses expected outcomes with all parties and determines a patient specific plan of action that includes estimated return to work with set end dates based on ODG and MDA and other evidence- based guidelines. The nurse provides follow up as needed, with each appointment with the physician and employee to provide open discussion and encourage creation of a patient specific treatment plan and release to return to work based on the physical exam. The nurse will address appropriate medications and treatments. After each visit, new treatment plan and status is provided to the employer and adjuster. Additional calls, case coordination and contact with non-physician providers are completed in order to move the case forward to resolution. The nurse closes the case when established criteria are completed, physician releases patient to work full duty, or adjuster and employer and employee have accomplished the case management goals. While a nurse case manager remains assigned to a claim,the nurse will: Maintain consistent and clear communication among all parties Coordinate care Meet with physician separately if necessary Provide current status to the claims adjuster and APS Make certain provider adheres to ODG/MDA and other evidence based guidelines Support and reinforce claims adjuster's decisions Request early return-to-work from initial onset of case Task assignments (sometimes all that is needed is a one-time contact to resolve a complicated issue) TELEPHONIC NURSE TRIAGE — A NEW SOLUTION FOR THE CITY. TRISTAR recommends our 24-hour telephonic nurse triage program to improve care by assuring incidents are reporting immediately, and taking complex medical decisions out of the hands of Department supervisors. Through the telephonic nurse triage program, injured "-"' employees or Department supervisors call the telephonic nurse triage line immediately after an incident or injury. An experienced, registered nurse answers all calls (24/7 to support all shifts), discusses the ' • • circumstance of the incident and injury with the caller, and refers the appropriate level of treatment. This may involve anything from self-care (ice packs over-the- counter pain reliever, etc.) to scheduling visits with an appropriate medical provider. -did TRI Page 28 transforming risk into opportunity' Page 354 of 1324 0 The nurse will assure that employees are directed to panel specialists, and that they are able to see the appropriate type of provider,while preventing unnecessary emergency room visits. The nurse also follows up with the injured employee the next day for cases directed to self/home- treatment. Nurse triage provides numerous benefits for employers and injured employees: Return injured workers to work promptly and safely: 0 Eliminate unnecessary lost time through appropriate triage of injuries and prompt referral to panel providers when necessary 0 Decrease claim frequency and expenditures 0 Decrease OSHA recordable occurrences Reduce Work-Related Costs: 0 Reduce reporting lag time; increased lag time is proven to correlate with increased claim costs ■ According to a study conducted by Liberty Mutual, the following increase in expense occurs with each delay in reporting: • 4-7 Days: 9% • 1-2 Weeks: 20% • 2-3 Weeks: 32% • 3-4 Weeks:48% • 5+Weeks: 72% 0 Directing appropriate medical care, reducing lost time, preventing unnecessary or inappropriate treatment, and reducing the actual incidence of claims by transferring volume to incident/record only claims, Promote Confidence and Goodwill in Claim Management and Medical Treatment: 0 Nursing has been ranked as America's most trusted profession each year for the past 15 years, as found by Gallup poll rankings - nurses are perceived to have extremely high honesty and ethical standards. Immediate nurse involvement helps to reduce potential doubt or acrimony, provides reassurance in the City's focus on the employee's health and well-being, and inspires confidence in the workers' compensation process. 0 Incorporating a trusted nurse at point of injury, with next-day follow-up, improves employee confidence in the workers' compensation system, and provides assurance that the City is concerned about employees health and well-being, resulting in improved overall satisfaction and goodwill 24/7 Acceptance of New Claims: 0 The triage center also provides new claim intake and set-up, and feeds all records into the claim system, reducing administrative burden on District personnel Process to Evaluate All Aspects of Program Through Analytics 0 TRISTAR produces reports and analytics demonstrating the outcomes of our nurse triage program (volume of calls, wait time, duration of calls, calls per location/Department, injury type, -did TRI Page 1 29 transforming risk into opportunity' Page 355 of 1324 0 type of care directed, i.e.: home/self-care, appointment with occupational therapist, urgent care, etc.],to assist the City in evaluating the program's overall success. r X40 • � gill i� rl r . o , infraredworker Calls Triage o Employee Speaks with • Self Care/Horne Treatment Hotline Experienced, (Up to 40of Calls):Next • Answered by Nurse Compassionate Norse Day Follow-up Call 24x7x365 a Guidelines Determine' * Provider Appointment or • Emergency:Call 911 Appropriate Level of Care Urgent Care Referral with * Notice Sent to Claims& Appointment Setting& Employer Directions Figure 4: Nurse Triage Workflow $10,000 $8,000 $8,00a $7,000 $6,000 ma $5,000 $4,000 $8,000 $2,000 $1000 $0 ------,..... ---------- V -------_ Avg per Indemnity Cie im Avg per Medical Claim Vg Composite per Claim -$1,000 Average Cost Per Claim—2 Years Prior to Roll-Out E Difference Average Cost Per Claim—2 Years Since Roll-Out Figure Actual Client Results:Integrated Nurse Triage and Early Intervention Case Management UTILIZATION REVIEW: TRISTAR is a URAC-accredited provider of workers' compensation utilization management services. The URAC accreditation seal demonstrates TRISTAR's commitment to quality, nationally recognized guidelines, and evidence-based medicine.The City can be confident that TRISTAR's processes meet widely recognized national standards, and respect patients' and provider's rights. -did TRI Page 130 transforming risk into opportunity' Page 356 of 1324 0 Pre-Clinical Review: TRISTAR's Utilization Review services include an automated pre-clinical review technology, matching requests for treatment authorization against appropriate state guidelines (ie: MTUS, ODG, and ACOEM). The pre-clinical review platform provides fast, consistent, independent and objective review of each treatment request, expediting access to care for injured workers, and automatically escalating non-authorized requests. Advanced technology includes built-in access to provider and specialty networks, supports penetration; while also providing enhanced security and privacy; and integration with the claims, bill review and nurse case management systems. In mandatory utilization review states, such as Texas and California, all requests for authorization are submitted through the platform. In voluntary states, the submission is not automatic, and as aligned with state- specific and client-specific requirements. While others in the industry may charge a standard utilization review fee for all reviews, TRISTAR's pre-clinical review service is assessed at a fraction of the cost of reviews requiring intervention by a health professional; and fees are waived for requests that are not immediately approved. Utilization Review by a Health Professional and/ar Peer Review: TRISTAR health care professionals provide utilization review, including pre-certifications, discharge planning and length-of-stay reviews, and concurrent care review to assure that as treatment progresses, its duration and type remain appropriate to guidelines. Our health professionals utilize an automated solution to ensure treatment follows appropriate medical guidelines and that treatment is provided at the appropriate level, whether it be in-patient, out-patient, or within a provider office. Our team has access to a number of industry- recognized guidelines, including ODG, ACOEM, MTUS, and MGC. TRISTAR also offers Peer Review services to provide pre-certification, concurrent, and retrospective review of the appropriateness and medical necessity of treatments rendered, should the health professional not be able to certify the treatment. Our Medical Director ensures that our physician panels and criteria used are based on professionally medically recognized standards and are developed using sound clinical principles and processes. The TRISTAR treatment protocol systems are evaluated at least annually and updated if necessary and remain compliant with all state rules and regulations. TRISTAR feels it is important to work with several panels to ensure that a Medical Director of any specialty necessary is available at all times. All referrals for utilization review are thoroughly documented in the claim file. Utilization review referrals will be made if the treatment request meets one or more of the Utilization Review criteria, at the examiner's discretion, in compliance with Customized Handling Instructions and state regulations. Pharmacy Utilization Review:The control and management of opioids and other narcotics are crucial to effective workers' compensations claims management. While narcotics and opioids may be necessary in the management of chronic pain, a multidisciplinary approach involving the physician, the injured worker and the pharmacy expert are needed to establish a medication regimen with measurable treatment goals that focus on the patient's safety. -did TRI Page 131 transforming risk into opportunity' Page 357 of 1324 0 Our proprietary formulary design flags opioids and other narcotics, and forwards to our pharmacy Utilization Review professionals. TRISTAR's approach is to prevent initial narcotic prescriptions. When indicated, we follow the CDC's "go low, go slow" guidelines. Our formulary review also checks to ensure that contraindicated medications are not prescribed. At point of sale, the health professional will review the medical information to determine if the medication is appropriate. The health professional is responsible for reviewing all medication prescriptions to ensure the following: Appropriateness of prescribing Duration of medication—end date Sound rationale on prescribing and continuing medications Should we identify a potential for abuse or misuse, our pharmacy utilization review professional will work with the treating physician to ensure the medication is weaned appropriately. In instances where the treating provider is not cooperative, we have access to multi-specialty physicians to assist with weaning. REAL.TjME I � � 10 Affil W COMMON t t TIES ALERTS& �L'- REFERRALS ? & ALERTS dz� . �,��' v> � PH, � z4'r44$ },�i(+;�s��m his, �� Sal 3IV��S N Figure Actual Client Results:Integrated Nurse Triage and Early Intervention Case Management MEDICAL BILL REVIEW: TRISTAR reviews all types of medical bills for workers' compensation and Auto/PIP, including, but not limited to: medical provider bills, facility fees, prescription invoices, radiology, durable medical equipment, and other ancillary service invoices. TRISTAR also reviews medical and non-medical bills or "pass-through" bills, as applicable. TRISTAR is responsible for entering all bill review information into our bill review software accurately and completely. We will track the receipt, input and processing time and accuracy of each bill submitted. TRISTAR uses bill review software to compare the billings from the state provider community against millions of previous billings for the same and similar ICD9/ICD10 codes, association for the billings against diagnosis, frequency of use for services against providers in the same and other communities to ensure reasonableness of charges, given the facts of the injury. -did TRI Page 132 transforming risk into opportunity' Page 358 of 1324 0 TRISTAR applies years of medical billing history when evaluating frequency, duration, type, and adequacy of provider charges to help ensure that we identify uncommon treatment patterns and thoroughly review for appropriateness. TRISTAR will further review all bills that meet TRISTAR quality assurance standards. Bills listed will be reviewed by medical coding experts, such as all report codes, injection codes, up coded office visit billings, unbundling, bundling of services, all hospital and surgical bills, including outpatient and inpatient charges, all charges in excess of the City or best practice requested dollar threshold, as well as all unlisted codes — to name just a few of the criteria used. TRISTAR adheres to general and accepted standards in the local community. Bills and supporting documentation are date stamped, scanned, indexed, and prepared for imaging and processing, and adjuster authorization. TRISTAR analyzes and reduces medical bills to fair and equitable amounts as allowed by each State official medical fee schedule. In the absence of a State approved medical fee schedule, TRISTAR will review the bills to what is usual and customary. We have an excellent information technology (IT) department who specialize in developing data interfaces and electronic data exchange to create an efficient delivery system for the City. After adjuster approval, the bill review analysts review the charges for fee schedule allowance and process for PPO contract reductions. TRISTAR electronically downloads final payment recommendations and supporting explanation of review information into the claim system. TRISTAR returns denied claims to the provider with an explanation of the reason for denial.TRISTAR also returns duplicate bills to the provider.TRISTAR does not charge for full or partial duplicates. TRISTAR's bill review team is composed of highly trained and tenured analysts, averaging more than 10 years of experience. They are knowledgeable regarding the State fee schedules, rules and procedures, and review all unidentified and complex procedures prior to processing for fee schedule and PPO contract reduction. TRISTAR has the ability to customize reimbursement rules for each jurisdiction, and to administer any direct contracts the City has with any ancillary providers. TRISTAR also customizes programs for clients who utilize their own facilities providing healthcare services to its own injured workers. PPO AND SPECIALTY NETWORKS: TRISTAR provides a layered approach to PPO network management. We own or lease more than 30 national, regional, local and highly specialized networks to maximize care quality while also controlling costs. Our networks specialize in workers' compensation, helping assure injured employees have access to physicians and other specialists who compassionately and expertly address the unique needs of work-related injury and illness, while understanding the requirements of the Florida workers' compensation system. The national provider network consists of approximately 2.4 million "provider locations", which is a combination of unique name and addresses. The total provider network consists of General Acute Care Facilities, Ambulatory Surgical Facilities, Laboratories, Radiology Center, Outpatient Therapy Centers, Specialists, Occupational Medicine, Primary Care, Inpatient Rehab Facilities, Skilled Nursing and Psychiatric. In addition,TRISTAR provides access to specialty networks including but not limited to: Ambulatory Surgery—TRISTAR can provide access to surgical and implant specialty network with unmatched surgical industry knowledge and stakeholder relationships. The network is developed by contracting strategy focused on high quality conservative orthopedic and spine providers, powered -did TRI Page 133 transforming risk into opportunity' Page 359 of 1324 0 by proprietary business intelligence from data collected on surgical procedures performed by physicians based on specialty and surgical procedures. The network physicians have a comprehensive understanding of workers' compensation workflow, provider and physician dynamic required to manage the administration of a complex network category. Outpatient Rehabilitation -TRISTAR provides access to a nationwide, contracted, and credentialed network of over 29,000 community-based providers that focus on outpatient rehabilitation services specifically for workers' compensation.The current core services include: 0 Physical Therapy 0 Occupational Therapy 0 Work Hardening/Conditioning 0 Functional Capacity Evaluations 0 Hand Therapy 0 Speech Therapy 0 Aquatic Therapy 0 Chiropractic Services Radiology-TRISTAR has access to radiology network contracts at discounted rates with over 5,172 facilities and physicians across the country, helping to assure that injured employees have convenient access to in-network facilities for MRI, CT, CT-Myelogram, Arthrogram, EMG services, nuclear bone scans, and other radiological studies. Durable Medical Equipment (DME) - TRISTAR's comprehensive DME program ensures that appropriate clinical care is provided to all injured workers, while controlling costs. We access over 10,000 providers nationwide who deliver DME and supply products to injured workers in a timely and empathetic manner. Most orders (95%) are delivered to the patient the day after the order is placed. Same day and weekend deliveries for rush orders are available, ensuring that the order gets to the patient when it is needed. Telephonic surveys conducted by an independent third party agency measures injured worker satisfaction and demonstrates a satisfaction rating of over 95%. In addition, quick turnaround times in placing orders and delivering supplies helps decrease patient wait time for materials, enabling the DME/supplies to be used sooner and potentially increasing return to work time. Transportation and Translation — TRISTAR's preferred provider arrangements assure that unique employee needs for translation services or specialized transportation methods are provided in a compassionate and competent manner, by specialists who are monitored for credentialing standards, safety, service records, and quality assurance. Home Health Core - TRISTAR provides access to a home health network that provides in-home skilled nursing, rehabilitation therapy, IV infusion therapy, wound care, injections, blood draws, and non-medical nursing aids coordinated through a national network of home health service providers. Our home healthcare services are differentiated by staffing of registered nurses with experience in workers' compensation who are knowledgeable regarding jurisdictional regulations for proper triage of claimant care. All specialty healthcare services are coordinated with hospital discharge planners and case managers for seamless, comprehensive care for injured employees. -did TRI Page 134 transforming risk into opportunity' Page 360 of 1324 0 TRISTAR is also able to administer any direct contracts that the City has with medical providers and specialists. PHARMACY IT T–TRISTAR's pharmacy benefits management program is provided by Optum. TRISTAR selected Optum due to their commitment to service excellence, quality outcomes, and controlling costs. An overview of the TRISTAR-Optum program is described herein. The Optum Prescription Benefit Manager (PBM) plan is built on best-in-class programs that ensure convenience and safety for injured workers. Through Optum, the City will have access to a specialized service provider with deep-domain expertise in the workers' compensation industry. For over 40 years, Optum has served the workers' compensation needs of many federal agencies and state municipalities, as well as state workers' compensation funds, state guaranty funds, small and mid-size carrier groups, and school districts. The TRISTAR-Optum PBM service offers fully customizable programs and discounted prescription pricing to our clients—as evidenced in our First Fill and Pharmacy Card programs. We will work with the City to customize these (and many other) PBM programs to ensure they address your specific business requirements, while also providing timely medication delivery to injured workers and applying our contracted discounted rates to all applicable transactions. Specifically, our proven experience and expertise in managing the workers' compensation needs of our clients have proven beneficial to our clients in a number of ways, including but not limited to: Benefits for the City: Discounted Rates – Our PBM service offers agencies discounted drug prices with savings of more than 20%off of State Fee Schedule. Established Workflows and Connectivity Based on Client Business Rules – Supports streamlined implementation, program oversight, and overall management efforts. First Fill Program–Provides immediate access to medications needed to treat initial injury. Clinical Oversight - Confirms appropriate therapy for the type and severity of injury. Staff pharmacists are available to counsel injured workers or claims professionals on any medication issue or question, and they are focused only on workers' compensation. Program Participation– Provides a number of communication platforms and touch points designed to inform, educate, and raise awareness regarding the benefits and value of participation in this voluntary program. All materials will be developed in close collaboration with the City to ensure messaging, tone, and delivery frequency is customized to suite your unique program needs and expectations. Data/Reporting–A large staff of dedicated Optum associates uses an extensive data warehouse to identify trends and provide insightful analysis for informed decision-making through customized reports, extensive online tools, and ongoing review to assess program performance. Network Enforcement – Ensures nearly 100% network penetration due to relationships with the largest pharmacy chains (e.g., Walgreens, CVS, Rite Aid, etc.). In addition, Optum owns the largest third party biller, StoneRiver Pharmacy Solutions (SRPS), which will allow the City to recapture any additional leakage at point-of-sale. -did TRI Page 135 transforming risk into opportunity' Page 361 of 1324 Benefits for Injured Workers: Ease of Access - Access to nearly 70,000 retail pharmacy network locations including: all major pharmacy chains, independent outlets, national clinics, compounding pharmacies, and physician dispensers/repackagers through our multi-tiered approach to network management. No Out-of-Pocket Expenses — Pharmacy cards are provided, saving the injured worker time and eliminating the need to save receipts with the hope of reimbursement. Educational Resources— Extensive online tools including: Online Pharmacy Locator and Medication Reminders that promote and guide participation. Convenient Mail-Order Option—Allows injured workers to have their medications delivered directly to their home, including Schedule II controlled substances. As a result, injured workers tend to follow their prescribed therapy more closely and consistently, leading to a faster return to work. Our clients continue to see absolute declines in pharmacy costs per injured worker year over year, as we focus on high-impact interventions. Specifically, we deliver the following best in class results for our customers: Overall program savings: 30%-35% Network penetration rates: 92%-99°% Mail order penetration rates: 10%-25% Generic efficiency rates: 95%-99% Many of our clients request our assistance in development of workers' compensation wallet cards for distribution to employees. Below is an example of a bi-fold wallet card that instructs employees how to report an injury as well as information need for first fill. ----------- Employer's Workers'Compensation OBTAINING MEDICATIONS: Employer Pre sent to healthcare provider Present this card to the pharmacy t4 receive for work-related injuries only_ Logo for your work-related injury. Billin � Billing information is on back of card. This card serves as a lemporary First Fill card only.If your IMMEDIATELY REPORT EMERGENCIES: Wnrknrs'Cnmpensatinn r-laim is.ccep9r-d,you will m.reivr. all cr-the-jabinjuriesto ran se rlaus lrjudes that threaten a permanen[pharmacy card by mail.Network pharmacies 1-800-xxx-xxxx eklFieorlinrl include all major chains,including Walgreens.This cardis Ga to ehc nearest mctllcai faciii[y. valid fnr work-related injuries only. (enynme,day ar nicht,24/7) -Immediately notary supe FIi:nr. -Supervisor reports injury. TO LOCATE A NETWORK PHARMACY! Report injury LO yQuf -Follew-upcare must be provided Call Bfm�XXX-XXX)( Qu pervisor within 24 hours. by amPfaycF-dcsil:nat-facility. visit www.pharmacy.ca and click on Pharmacy Locator. yy [[`�' or m m SIDE MEDICAL BILLING: t SIDE url�C ATTENTION PHARMACISTS: Direct all medical bills and records to: Rhal is the designated PBM tar this patient. TRISTAR Risk Management Please contact the Pharl Help Desk to process P.Q.BpX 2805 a medication. Clinton,IA 52733-2805 TRISTAR' PharmCa Help Desk: Phoney 720-961-0222,ext 3280 or 888-538-9847 800.-XXX-XXXX TRISTAR is the claims admin IstratQ far(lnsertemployanj NDC Envny www.e m p ince rwe hsite.cam ' Visitwnbsiic and click nn Designatind Providers fnr list ll XXXXX or XXXXX of providery der non-emergency,care and all hollow-up care. PsPCN XXX or XXX Figure 7: Example Wallet Card Through existing electronic connectivity, TRISTAR sends eligibility and billing data via a daily file to Optum. The electronic exchange streamlines efficiencies, improves quality of data and ensures timeliness of information exchange. This solution has been customized so the interface, which uses a TRISTAR-specific file layout, is capable of meeting the varying needs of your program. -did TRI Page 136 transforming risk into opportunity' Page 362 of 1324 0 Once the eligibility is loaded and/or updated in Optum's centralized system, pharmacy claims processing will execute based on the business rules defined during the implementation process. Updates to eligibility records are managed and maintained within VitalPointTM, Optum's proprietary online web portal. PSM PROCESS Inured worker Y`T peesents cardJscri Pf boss occurs I- FRO€ Pharmacy 1 Tristar claims r NO ; EcTRr aic EUCA UTY PRIOR RUTH.REQUIRED Optum system VitmPoint Yes u�o 1 i Qptummark — r Yes —r �I Prescription filled to j pharmacy card '. 1 the Injured worker } yr - Figure TRISTAR-Opturn PBM Workflow RISK MANAGEMENT INFORMATION SYST ( I ) TRISTAR's claim system and managed care modules are interconnected to a Risk Management Information System, TRISTAR Connect. The claim system is paperless, web-based, and offers Android and Apple compatible mobile apps for employers and claimants. TRISTAR Connect is accessible online using Internet Explorer 9, 10 or 11, Chrome 39 or higher, PDF Reader 9 or higher for viewing charts and generated reports, Microsoft Excel 97 or higher for"download"functionality and generated reports, Download Alternatiff to view images. TRISTAR will provide access to authorized users, and will update user access as provided by the City on a periodic basis as needed.TRISTAR Connect provides access to a client dashboard, individual claim detail, and reports. Dashboard: Our goal is deliver relevant, actionable information in a user-friendly dashboard view. There are three tabs within the dashboard, each sharing key metrics in presentation-ready format: Claim, Financial and Loss Control. Our claim view includes a Trial Calendar with a rolling two month view of upcoming hearing and trial dates. Each dashboard screen offers one-click dropdown to view the data populating the report, option to print or export, and many of the dashboard reports include "hot sites" where simply scrolling the mouse over the site will produce a pop-up with key detail on that data point. Cloim detail: Includes diary, notes, payment processing, reserves/reserve changes, litigation, medical management, policy management, correspondence, work status and restrictions, vendor tracking, correspondence and more. Users have the ability to open three separate claims simultaneously via independent tabs within the portal. -did TRI Page 137 transforming risk into opportunity' Page 363 of 1324 0 Report module: Standard management reports and customized, ad hoc reports are available to run, view, print, email, or download. We offer over 80 reports such as Loss Prevention, Loss Triangles, Claim Log, 1099's, and many others. Reports may be programmed to run automatically on a user- designated schedule. Alerts:Our tools allow for customized alerts based on client specific criteria, such as reserve changes in excess of a given amount, large payments, closing notices, and the like. User Defined Examples include but may not be limited to: 0 Attorney added 0 Claims open with zero reserves 0 Claims that have been reassigned to a different adjuster 0 Claims that have closed 0 Claims that have a reserve change—increase or decrease greater than a specific dollar amount 0 Work status change 0 Incurred over certain amount 0 New claims this month 0 Paid over certain amount Access can be customized for individual users. A demo may be viewed at: https://www.youtube.com/watch?v=Y rpGqXpt44 Please see Exhibit C—TRISTAR Connect Overview and Screen Prints. CLIENT TRAINING PROGRAMS. TRISTAR believes the most effective training for our clients is that which is tailored to their specific needs and audience. For example, we can provide a wide array of training from a very detailed description of the workers' compensation system to a general overview of what workers' compensation is and how the system works. The level of detail we teach is based on our audience: department/division heads, supervisors or employees. Topics that we are often requested to present are accident investigation, how and when to report an injury, overview of the workers' compensation system, benefits of returning employees to modified duty, what an employer can do to impact the cost of a claim, how is a claim reserved and other areas of interest. We can also present topics regarding new legislation and changes in rules and procedures and statutes. REGULATORY, STATUTORY, LEGAL UPDATES: TRISTAR's Quality Assurance Department is responsible for ensuring that our employees and clients stay current on workers' compensation statutes, rules and regulations, including legal requirements and trends in case management. We offer regular ongoing training to assure that all employees remain abreast of new trends and updates impacting national and local workers' compensation landscapes. We provide our clients with periodic updates on legislative changes, regulatory changes, pending cases and case decisions that have significant impacts upon their workers' compensation programs. These updates range from formal announcements to all TRISTAR clients concerning broad application of these changes, to informal discussions between the claims staff and risk management staff as it pertains to a specific claim. -did TRI Page 138 transforming risk into opportunity' Page 364 of 1324 0 PROCEDURAL MANUALS: TRISTAR's Quality Assurance Departments maintains and regularly updates our Best Practices and Procedures Manual. All employees are trained in its requirements, and have access to the manual. In addition, during the implementation process. TRISTAR will develop client- specific handling guideline document, outlining the City's specific requirements, policies and procedures. TRISTAR will provide our Best Practices Manual, and the City's Claim Handling Guidelines,to the City. TECHNICAL ASSISTANCE: The City's assigned claim and client services team may able to assist and troubleshoot common questions or assist with custom report production. In addition,TRISTAR has an in- house, US-based service desk,which is available to our clients. SAFETY TRAINING VIDEO LIBRARY.TRISTAR now offers an online, streaming safety video library, which may be made available to the City at little or no additional cost. Key features include: 24/7/365 availability via internet access Topic based organization—lets client users find videos quickly Robust site search—can search by title, product number, product name, etc. Additional material such as certificates of completion and quizzes available on many videos Completely mobile compatible—all videos and all devices Over 650 titles with more than 365 also available in Spanish Closed captioning for all videos Constantly updated - new videos added as released Our library includes many videos helpful to various public entity departments such as blood-borne pathogens in first response environments, backing accident prevention for waste trucks, working safely with snowplows, dealing with the media in emergency situations, work zone traffic control safety, and more. -did TRI Page 139 transforming risk into opportunity' Page 365 of 1324 TAB 2 Statement of Organization J t 1 1 1 1 1 1 1 1 1 1 1 1 t TAB 2 - STATEMENT OF ORGANIZATION TRISTAR Risk Enterprise Management, Inc. is the legal contracting name of the proposer. As requested in RFP Section I,Submittal Instructions, please see Exhibit A:TRISTAR W-9. � i t<< r t t !,t i ' -� � fffffffff-fffffffffffff:ffffffiffffffffffff-111111111 The company was incorporated in Delaware TRISTAR is a privately held corporation. FEIN: 13-3832689 r l11,t t 1{ " t'T", 4t,�ffrf~t tl It ' d' f t sus s t � r r t � Dt�l f � t�/(""��!( t' �, 444444444444�4444444444444444444�4444444444444�4444444444444444444�4444447_{ TRISTAR Headquarters: 100 Oceangate, Suite 700 Long Beach, CA 90802 Toll-Free Corporate Phone Number: 888-558-7478 , nn c irx'ar larr f rii O$Pdh f ��t�� f�h t 't t y � r t z t t stt st st st st st st st st st st st st st_ st st st-st st st st st st st st st st st t{ art i 4 4 4 4 7 { �� ii ts, fffffffffJffffff.fffffftfffffffffffffffffftffffff.fffffftffffffffffffffffffJffffff.ffi '; 1540 International Parkway, Suite 2000, Lake Mary, FL 32746 407-536-5226 r �,� f'��ffa��r��sj��r� ��t�r��/��'�,`�rtr�,�� ,r��►� ��s��`��`��F��r,, In��%��r�� b��ir��n;��r�� ,� TRISTAR's executive team is associated with TRISTAR's corporate headquarters: 100 Oceangate, Suite 700, Long Beach, CA 90802 Toll-Free Corporate Phone Number: 888-558-7478 -did TRI Page 40 transforming risk into opportunity' Page 367 of 1324 0 Thomas Veale Denise Cotter President Senior Vice President, Chief Financial Officer Tom.Veale@TRISTARgroup.net Denise.Cotter@TRISTARgroup.net Four-Digit Extension: 1043 Four-Digit Extension: 1020 Joseph McLaughlin Jim Kerr Senior Vice President, Marketing& Sales Vice President, Claim Operations Joseph.McLaughlin@TRISTARgroup.net Quality Assurance Four-Digit Extension: 3423 Jim.Kerr@TRISTARgroup.net Four-Digit Extension: 1836 Curt Crockett James Soto Vice President, California Region Vice President, Metro Region Curt.Crockett@TRISTARgroup.net James.Soto@TRISTARgroup.net Four-Digit Extension: 1021 Four-Digit Extension: 1032 Jason Shultz Matthew Craig Vice President,Western Region Senior Vice President, Eastern Region Jason.SchuItz@TRISTARgroup.net Matthew.Craig@TRISTARgroup.net Four-Digit Extension: 3260 Four-Digit Extension: Ext. 3845 Based in Colorado Based in New Jersey Jeffrey Higgins Mary Ann Lubeskie Vice President, Integrated Absence Management Vice President, Managed Care Jeff.Higgins@TRISTARgroup.net MaryAnn.Lubeskie@TRISTARgroup.net Four-Digit Extension: 1050 Four-Digit Extension: 1053 Based in Florida Pamela Guiles Craig Evans Vice President, Medical Management Vice President, Information Technology Pam.Guiles@TRISTARgroup.net Chief Information Officer Four-Digit Extension: 2013 Craig.Evans@TRISTARgroup.net Based in South Carolina Four-Digit Extension: 1022 Victoria Gonzales Tim McIntyre Vice President, Human Resources Senior Vice President, General Counsel Victoria.Gonzales@TRISTARgroup.net Tim.Mclntyre@TRISTARgroup.net Four-Digit Extension: 1038 Four-Digit Extension: 3843 Based in Oregon Based in New Jersey �¢� ir r„ l '}'� ;yt �,y r' �o r000000000000000000000000000000000000000000000000000000000000 TRISTAR Risk Enterprise Management, Inc. is a member company of TRISTAR Insurance Group; is a corporation; and is registered to do business in Florida. TRISTAR has been in business for more than thirty(30)years. -did TRI Page 141 transforming risk into opportunity' Page 368 of 1324 0 TRISTAR is privately held, and is the largest independently owned third party property and casualty claims administrator in the U.S. In an industry that has faced a substantial amount of mergers, acquisitions and instability in the last several years, TRISTAR has provided a stable and growing organization for our employees and clients,with annual revenue of approximately$100 million. TRISTAR provides insurance-related services to both the governmental and non-governmental self- insured and insured community in 50 states throughout the United States. Services provided by TRISTAR include third party claims administration, bill review, cost containment programs, medical case management, wellness programs, and loss control consulting. The TRISTAR companies undergo an annual independent financial audit conducted by JLK Rosenberger, Certified Public Accountants. We will provide copies of our financial statements upon request. TRISTAR also undergoes an annual SSAE 16 (SOC 1) Type II report, performed by industry leader Deloitte and Touche, which evaluates controls at a service organization relevant to internal controls over financial reporting. It provides a description of the service organization's system, an opinion on the operating effectiveness of the controls, including detailed description of tests of controls performed by the service auditor, and results of those tests. We will provide a copy of our latest report upon request and execution of a non-disclosure agreement. Sr 5t�r+�;�� { r i y {t t art 7 i � s7t ft ft ft ft ft ft ft ft ft. ft ft ft ft ft ft ft ft ft ft ft ft ft ft t {� ; t `rf S Kevin Cothron Office:407-536-5226 Mobile: 407-716-8105 kevin@tcg-ip.com 1450 International Parkway, Suite 2000 Lake Mary, Florida 32746 i i ij ri r r r r Ott t t j - �tif t^"ry 4 y}r t �r S f f,ypl (rf �' 2 �y r "1r�elr s "No'; QVIr S f' Sr 5t�r+�;�� { r i y {t t art 7 i � s7t ft ft ft ft ft ft ft ft ft. ft ft ft ft ft ft ft ft ft ft ft ft ft ft t {� ; t , ...... Jimmy Dyer, Director of Sales TRISTAR Insurance Group Office: 361-857-0115 Ext. 3013 Mobile: 361-688-0449 Jimmy.Dyer@TRISTARgroup.net -did TRI Page 42 transforming risk into opportunity' Page 369 of 1324 s t > { +'S r{ c#7 } t/ ✓ t I41 s t SryJ r sr r t t r - i .. i t r r TRISTAR is not aware of any existing or potential conflicts of interest related to performance of the requested third party administration services. From time to time, TRISTAR is involved in arbitration or litigation which has arisen in the normal course and conduct of its business. At any point in time there may be a small number of claims where TRISTAR is named with a carrier, an employer, or in an employment practice claim, that are primarily non- material and resolved prior to any court proceedings and generally resolved in our favor. There is no ongoing arbitration or litigation that will affect our ability to provide services for the City of Boynton Beach. There have been no ownership changes in the past three years, and no plans to change ownership within the next six months, or in the reasonably foreseeable future. -did TRI Page 143 transforming risk into opportunity' Page 370 of 1324 TAB 3 Minimum Qualifications TAB 3 — MINIMUM QUALIFICATIONS to atrs +4 ci� � ract< c1cafiits t` ;ii`eet ' I ' { f0l ( l }r 1 $ I'lS, r y � et c1 myth tk rSiG t `of poi 'f i r� � h cc r r 9 `` `, ld �rs4� inn l rh ,� t s• t TRISTAR is registered with the State of Florida Division of Corporations. Document Number: F95000003330 Tracking Number: CU6741072453 FEIN: 13-3832689 kc, f7 '' ''b `YI�fityia `' � 13 /iktft rac� l� `' 1` rra ,ria,! {{ �> " trytp } r ��r � f' lclt { its » tprh`q d'fie � � the; cat} t 147 s r ) ct{ f y i s j s t c s r tt sir t tr tt r r la � rtfrrtil to, rt �r�eeYu4f2tiitg1drntttttrtdJrftr�tr { � � � it q u t ( rL i r " y '` r 'cspsiut If' ' > srlbe f?4 riga at{,eii� d (' crltt�crt fr( the rscs ,y 0�M ,�cID S�ytltrttti t cattsld f' 4 11J4 t ty £ ( 1 r } J Ides ,ra: yrI sl, ��y '`' au�criift� 'rirsri �t�nfrtaz} K, � tri r � 1lills:llllllillllll111111IIIIIIIIIIII ,:IIIIII � IIIIII111111IIIIIIIII TRISTAR is registered as a Qualified Service Entity with the State of Florida Department of Financial Services, Division of Workers' Compensation. Please see Exhibit 6: Qualified Servicing Entity Documentation. The City may confirm TRISTAR's compliance by contacting: Mark Weiner, Principal Financial Analyst TRISTAR Insurance Group Office: 609-495-0001 ex. 3832 Fax: 609-495-0252 Mark.Weiner@TRISTARgroup.net Mr. Weiner's responsibilities include oversight of TRISTAR's licensing and registration requirements across the United States. -did TRI Page 144 transforming risk into opportunity' Page 372 of 1324 TAB 4 Qualifications and Experience of Firm and Team ? 0 TAB 4 - QUALIFICATIONS AND EXPERIENCE OF FIRM AND TEAM As described within Tab 1 — Introduction Letter, TRISTAR will partner with TCG in service to the City of Boynton Beach. Both TRISTAR and TCG have extensive qualifications and demonstrated experience servicing public entities of similar scale and complexity to the City of Boynton Beach. We understand that the exposures faced by the public sector are unlike any in the private sector: from sworn officers to sanitation, parks and recreation to courts and corrections. Public entities require an expert TPA with the knowledge and experience to aggressively manage claims to best outcomes, while assuring compliance with all jurisdiction-specific special legal requirements and protocols. TRISTAR and TCG are experts in serving public agencies, have an established working relationship, and work together in service to Lake County, Florida. TRISTAR'S QUALIFICATIONSEXPERIENCE:TRISTAR has 30 years of experience providing third party administrator services to public entities. Public Entities are more than 50% of TRISTAR's business, including city, county, and state agencies, school districts,transit systems, and other special districts. TRISTAR's government clients serve nearly 20%of the United States population. We understand the complexity associated with serving public entities, including a diverse workforce, managing claims under various labor agreements, presumptions for illness and conditions, and governmental immunity. We know how to work with multiple departments and stakeholders, i.e., unions, in-house attorneys, councils, and governing boards. Customized Solutions: We customize our services based upon our client's unique needs and risk philosophy. We offer 24/7 first notice, nurse triage and case management services to effectively service all shifts and departments. We provide 24/7 access to experienced, on-scene inspectors and investigators. We offer customized managed care programs to control costs and facilitate return-to-work. We offer robust information tools to capture and report on claims activity and trends. We offer a comprehensive safety training video library including more than 650 videos, with many videos helpful to various public entity departments such as blood-borne pathogens in first response environments, backing accident prevention for waste trucks, working safely with snowplows, dealing with the media in emergency situations, work zone traffic control safety, and more. Measurable Outcomes: Serving A"Top 10"State: 5 Years of Partnership and Success 0 TRISTAR serves as workers' compensation claim administrator for one of the country's most populous states (within the top ten states ranked by population).TRISTAR conducted a large and complex, two phase transition to establish services on behalf of the State in 2013. TRISTAR began intake of new claims on March 1, 2013, and transferred 21,000 open workers' compensation claims on May 6, 2013. This program may have been one of the largest open -did TRI Page 145 transforming risk into opportunity' Page 374 of 1324 0 workers' compensation transfers in the United States. Prior to the TRISTAR partnership, the program was self-administered and was never outsourced. We received claim data from the State on 5/15 and TRISTAR converted claim data within the first three (3) days of the transfer of the open inventory, and did final testing to release to adjusters within five(5) days. 0 A data migration issue included 8,000 claimant street addresses from State data that required updating, which was completed by 11/30/13. Initial implementation included back scanning of approximately 871 cubic feet or 19,650 claims files (over 2 million pieces of paper)to transition to a paperless environment. 0 TRISTAR worked in collaboration with the State to pay outstanding bills on inactive claims, identify all claims types for claim closure through a company-wide triage project and decreased the open inventory to 7,100 claims within 10 months. TRISTAR adjusters established reserves for probable ultimate outcome for all open inventory transferred by 11/30/13. The current pending inventory is approximately 5,200 claims. 0 Additionally TRISTAR has implemented a new clinical review program and telephonic reporting for the state, and on-line access for over 300 users. TRISTAR has effectively implemented WBE/MBE participation that is exceeding goals by 15%. With collaboration with the State, TRISTAR has implemented a subrogation program with an experienced GL/Auto adjuster reviewing every claim reported for subrogation potential. With the assistance of the Attorney General's Office(AGO), we have put several other public entities on notice for subrogation liens not done prior to the transitions. We have also established a special naming convention for legal documents for the AGO office. 0 TRISTAR has created a special maintenance desk (legal term: MMI with permanent restrictions that agencies will not accommodate) and creating a job log letter that claimants on maintenance must provide on a monthly basis; thus allowing termination on long-term indemnity claimants for quicker and smaller settlement. We also created special denial terms for correctional officers and mental health technicians who were receiving 5 service-connect days (prior to TRISTAR) for exposure to bodily fluids from prisoners or patients thus eliminating the 5 service-connect days. In conjunction with the AGO and Central Management Services, a letter is sent to any employee with this injury type indicating there was an incident but no resulting injury.This exposure type will not honor any loss time, but we will allow for initial testing. 0 TRISTAR implemented the program utilizing over fifty (50) TRISTAR associates to assist with the transition and triage of claims and currently have approximately thirty(30) dedicated personnel. The program is staffed with a program manager, supervisors, adjusters, support staff and includes a special subrogation and maintenance desk, an inactive file desk, and two adjusters assigned to assist primary adjusters for litigated files. TRISTAR also provides our 24/7/365 call center for employee injury reporting State-wide, a clinical review and nurse triage program along with medical management and cost containment programs. We provide on-line access to the claim system to over 300 users. Large City : 7 Years of Continuous Improvement 0 Since the Since the 2011/2012 Fiscal Year, through its partnership with TRISTAR, the City has experienced a 34%decrease in open indemnity claims. -did TRI Page 146 transforming risk into opportunity' Page 375 of 1324 450 -=-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- 391 400 d---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- 342. 350 ------- --------- -------- -------- -------- -------- -------- -------- ------------------ 309 300 ------- -------- -------- ----------------- ----------------------------------------------------------- 257 2.50 ------- -------- -------- -------- ------------------------------------------------ ---------------------------------------------------------------------- 200 --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ---------------------------------- 2.011/2012 2012/2.013 2.013/2014 2.014/2.015 2015/2.016 Figure Year over Year Improvement: Open Indemnity Claims Valued as of the End of Each Fiscal Year Large Public Transit Agency: 10 Years of Cash Flow Improvement and Success 0 Our client's net payments have showed continuous reduction and improvement over time. The prior three fiscal year's net payments are on average $1 million less than the average net payments of the first three years of our engagement. Additionally, net payments have been flat (+/-2%)for the past three years, providing critical stability and predictability. Net Payments $5,000,000 $4,500,000 $4,464,193 4,001,163 m $3,879,119 $3,909,608 $4,000,000 mm. $3,542,1 T,547,235 $3,500,000 ,m ..- 3,057,9033,032,639 $3,000,000 ..... .. $2,500,0002, 254 $2,000,000 ............ _ $1,500,000 ............ _ $1,000,000 — $500,000 $0 — FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 FY 2014 FY 2015 FY 2016 Fi ure 1 : Cash Flow Improvement and Stabilization 0 Since program inception, our client's outstanding liabilities (incurred dollars) have declined by more than $8 million, or 40%. From the 2015 to 2016 fiscal year, outstanding incurred was reduced by 11%. -did TRI Page 147 transforming risk into opportunity' Page 376 of 1324 Outstanding Liabilities $25,000,000 $21,667,008 $16,878,892 $17,191,782 $2[\00[\000 17,249,578 $15,050,790 $17,920,612 14,517,935 15, 32 $15,000,000 $12,954,786 $10,000,000 $5,000,000 $0 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Figune11: Consistent Downward Trend inOutstanding Liability � TR|STAR National Municipality Portfolio vs. Nationwide Benchmark Municipalky Workers' Compensat lon Claims MUnicipality Workers' Compensation 2015 Date of Loss indemnity Claims Percentage Change Averaged Pa�d Averag-ed I ncurrod Over 3 Years Comparing Average Paid woi Figure12: When compared to nationwide benchmarks, TRISTAR's excellence is proven. TCG"S QUALIFICATIONS AND EXPERIENCE: The President of TCG; Kevin Cothron, originally founded Preferred Governmental Claims Solutions (PGCS). Kevin Cothron has over 25 years' experience structuring Third Party Claims Administration (TPA) programs for public entities. Kevin Cothron is recognized expert serving Florida self-insured governmental entities ofsimilar size, scope and complexity aothe City of Boynton Beach. He has worked with and structured programs for self-insured cities, counties school districts and transit authorities; including prior experience working with the City ofBoynton Beach. His claims administration experience has also extended into insurance ~d - TR U STAR ° Page 148 transforming risk into opportunity' Page 377Of1324 0 trusts and pools including the Preferred Governmental Insurance Trust (PGIT) and the Florida Municipal Insurance Trust (FMIT/FLC). He has served on numerous state committees, and in 2007 worked with the Florida House of Representatives helping to craft the language for F.S. 624.4625. In 2016, Mr. Cothron was invited to Washington D.C.to speak at the Congressional House Financial Services Committee's Sub-Committee on Housing and Insurance. '�� Gr�k�� th�l��l�f�� tt,��► tirs�,��,lm�al��f��r+�rz�elr��?r��r�ar�� rr�� a�l k�� g�s��;t� s TRISTAR will provide the City with a streamlined and efficient staffing model. We assign or recruit and hire personnel readily available to administer the City's claims. All of our dedicated claim personnel will have industry related capabilities as well as a designated backup, with the appropriate jurisdictional experience and licenses, and, if necessary, our offices providing services in offices across the United States can provide adjusting services for employees who may be out of state. The TRISTAR management team to be assigned to the City has significant insurance and claims management experience, and is committed to establishing a long-term relationship with the City. Our operations include an internal recruiting department to attract new talent and qualified personnel as our business grows or when there is a need to replace a position. PROPOSED CLAIM TEAM: Matthew Craig, Vice President/Executive Sponsor Alan Rauch, Claim Manager Kevin Cothron, Account Manager Janet Greer, Workers' Compensation Claims Supervisor Mary Ann Naoum, Casualty Supervisor Claudia Crawford, Senior Workers' Compensation Adjuster (Primary) To Be Assigned, Workers' Compensation Adjuster (Secondary) Diana Taylor, Senior Liability Adjuster Karen Klein, Senior Liability Adjuster Claims Assistants/Support Staff RELATIONSHIP MANAGEMENT AND PROGRAM OVERSIGHT. TRISTAR proposes a three-pronged approach to client services for the City including a Branch Manager, an Account Manager, and an Executive Relationship Manager. Branch Manager-The Branch Manager will help implement and oversee the transition of the program and facilitate and coordinate program objectives. The Branch Manager is responsible, accountable, and empowered to address and resolve any issue, request, or concern as may arise on behalf of the City. The Branch Manager has decision-making authority that allows for efficient, timely, and effective response to client questions, concerns and/or recommendations. Claims Managers are enabled to help make service changes, and accountable for the City overall service and satisfaction. -did TRI Page 149 transforming risk into opportunity' Page 378 of 1324 0 Alan W. Rauch, CPCU, AMIM, ARe, ARM, AIC, Branch Manager, Southeast Territory Mr. Rauch has more than 25 years of claims administration experience. His current responsibilities include day-to-day operations for a multi-state workers' compensation region and national liability programs. He is responsible for ensuring his operations meet contractual obligations and performance expectations. His primary responsibilities include supervision of claims administration for local and multi-jurisdiction accounts; review and manage new account claims and large exposure cases; ensure quality and uniformity of work product, including bill payment processes; conduct supervisory reviews and evaluation of claim files with particular emphasis on reserves, claim activity, and closing ratios; and overseeing monthly financial reporting functions. Mr. Rauch will help implement and oversee the transition of the program and facilitate and coordinate program objectives. He is responsible, accountable, and empowered to address and resolve any issue, request, or concern as may arise on behalf of the City. He has decision-making authority that allows for efficient, timely, and effective response to client questions, concerns and/or recommendations. In addition, his responsibilities include monitoring contractual and service procedure obligations, attending claim reviews, and helping prepare annual stewardship reports, and advocating for the City's interests in meeting defined goals and objectives. Mr. Rauch began his career at Ryder Systems, a national logistics service provider in Florida, handling commercial auto, motor truck cargo, bailee legal liability, property damage and general liability claims. He continued his career working for several commercial market niche carriers. While in Atlanta, Mr. Rauch assumed a position as an AVP-Property and Inland Marine Claims for a provider of commercial property and casualty insurance and reinsurance. Prior to joining TRISTAR, Mr. Rauch was an AVP of Property, Material Damage and Subrogation claims for a mutual insurance company. Mr. Rauch has extensive litigation management experience and other claims involving significant loss exposures and complex coverage issues, internal audit responsibilities as well as responsibility for corporate controls. Mr. Rauch is a graduate of the University of Massachusetts with a degree in Business Administration and also holds several AICPCU designations, including Chartered Property Casualty Underwriter (CPCU), Associate in Marine Insurance Management (AMIM), Associate in Reinsurance (ARe),Associate in Risk Management (ARM) and Associate in Claims (AIC). Account Monoger—The Account Manager's responsibilities include monitoring contractual and service procedure obligations, attending claim reviews, preparing annual stewardship reports, and advocating the City's interests in meeting defined goals and objectives. The Account Manager will be the City's advocate within TRISTAR, ensuring that the City's service team understands the City's needs and goals, monitoring TRISTAR's results, and proactively making recommendations for service improvement. The Account Manager will support the Claims Manager, Executive Sponsor, Claims Supervisor and the City by handling routine matters and developing the analytical reports necessary to measure the health and performance of the City's service program, and is responsible for overall relationship oversight and management. Kevin Cothron, Account Manager/TRISTAR, President/TCG Mr. Cothron has over 20 years of experience in Florida public entity Third Party Claims Administration services. Previously he founded and built the largest governmental Third Party Claims Administration company in Florida. He has worked with and structured programs for self-insured cities, counties school districts and transit authorities. His claims administration experience has also extended into insurance -did TRI Page 150 transforming risk into opportunity' Page 379 of 1324 0 trusts and pools including the Preferred Governmental Insurance Trust (PGIT) and the Florida Municipal Insurance Trust (FMIT/FLC). He has served on numerous state committees, and in 2007 worked with the Florida House of Representatives to help craft the language for F.S. 624.4625. In 2016, Mr. Cothron was invited to Washington D.C.to speak at the Congressional House Financial Services Committee's Sub-Committee on Housing and Insurance. Mr. Cothron is considered one of the leading authorities on the handling of Presumption claims. He has been invited to and has spoken twice on the floor of the Florida House regarding the impact of Presumption claims. He taught a CEU class for Presumption and was invited to speak in front of the Florida Bar regarding Presumption. He has served on the Florida Board for the President Bush Smallpox inoculation program for First Responders. Mr. Cothron holds a Florida Insurance Agency License, a Florida 2-20 Property and Casualty General Lines Agent License, and Florida All Lines Property and Casualty Adjuster license. Executive Relationship Manager - The third element of our three-pronged approach is the Executive Sponsor. We propose assigning an Executive Relationship Manager to the City program. The Executive Relationship Manager will provide direct, formal access to TRISTAR's Executive Management team. The Executive Relationship Manager will contact the City on a routine basis to ascertain the City's view of our performance. In addition, the Executive Relationship Manager will meet with the City quarterly to formally review progress and establish plans for future program development activity, and will be available to the City as needed for the duration of our service program. Matthew Craig, Senior Vice President/Eastern Region, Executive Client Liaison Mr. Craig has over 30 years of claims, underwriting, third party claims administration sales, and other insurance-related experience. Mr. Craig's primary responsibilities include national field claims operations and claim service delivery, management and oversight of service network to adhere to budget requirements, and to ensure compliance with best practices, carrier, and regulatory requirements. Other responsibilities include policy development, executive account management, and senior management strategic planning and business development. In his tenure at TRISTAR, Mr. Craig has also been responsible for sales and development of new business opportunities. Additionally, he has been responsible for overseeing the account management team responsible for customer service and program management. He works with the branch claims operations and managed care division, the IT department and finance department to ensure the delivery of high quality claims management and excellent customer service to all of TRISTAR's clients. Prior to his current position, he served as Vice President, Major Accounts for The Home Insurance Company. In that role, he was responsible for management of TPA vendor relations and client service, including claim account management. Prior to The Home, Mr. Craig was the New York City Claim Manager at CIGNA. Mr. Craig attended Fordham University and the College of Insurance. Supervisors- Supervisors do not carry personal caseloads. They work directly with Unit Manager, Client Services and Clients as technical experts and advisors. They work with their teams to help ensure compliance with Best Practices, Client Handling Instructions, and statutory/regulatory requirements. Supervisors guide and mentor the team and oversee performance, quality of work, team workflow, and conduct quality reviews. -did TRI Page 151 transforming risk into opportunity' Page 380 of 1324 0 Janet Greer, Workers' Compensation Supervisor Ms. Greer has more than twenty-four (24) years of claim handling and supervision of workers' compensation, automobile, general, and professional liability, product liability, and pharmaceutical claims administration experience for self-administered organizations, carriers, and third party administrators, local, regional and national accounts. She works directly with the Branch Manager and Account Manager as the technical advisor to the clients and assigned staff. She directly supervises adjusters and clerical staff; monitors job performance and performs evaluations and disciplinary actions. In her current position since 2005, Ms. Greer is responsible for supervisor review of claims for compensability determination, reserve adequacy, periodic activity reviews, delays, and denials, compliance with policies and laws, and client service instructions. She responds to claimant and vendor inquiry. Ms. Greer oversees client account and reporting and facilitates internal and external audits and assist with in-house and client educational sessions, and will attend claim reviews, and may handle a few high exposure or politically sensitive claims. She ensures all staff, including property and liability adjusters, maintains CEU credits to ensure licensure compliance. Ms. Greer worked in risk management for large corporations including National Tea Company and K& B Drug Stores after beginning her career with the Georgia Casualty & Surety Company. She has held multiple claims supervisory positions for several organizations and different industries including Home Depot, GAB Robins, Sedgwick, Cunningham Lindsey and Georgia Casualty. Ms. Geer has supervised claims in most of the Southeastern States including AL, AR, GA, FL, KY, MS, NC, SC, and TX in addition to LA,TN and VA (non-licensed required jurisdictions) claims. She was recently responsible for transitioning and supervising the DeKalb County Schools public entity account. She has served on the Georgia Chairman's Advisory Counsel for the Georgia State Board of Workers' Compensation since 2004 for the Public Education Committee for the Council. In addition to her Certified Workers' Compensation Professional designation, Ms. Greer graduated Cum Laude with a Bachelor degree from Millsaps College in Jackson, MS. Mary Ann Naoum, Casualty Supervisor Ms. Naoum has nearly 30 years of industry experience managing property and casualty commercial claims with excellent skills in coverage analysis, liability and damage assessment, ligation management; review of contracts for risk transfer and negotiations of complex claims. Her primary responsibilities includes supervision of claims administration for local, multi-jurisdiction and national accounts; review and manage new account claims and large exposure cases; ensure quality and uniformity of work product; conduct supervisory reviews and evaluation of claim files with particular emphasis on reserves, claim activity, and closing ratios; responsible for overseeing monthly financial reporting functions. Ms. Naoum began her career at Chicago Insurance Company handling general liability claims. In 1989 she joined The London Agency (now ACE American), handling excess, umbrella and primary claims on a multiple lines of coverage including nursing homes, commercial trucking, business auto, railroad, New York Labor Law, mining, and construction defect. After 23 years at ACE, Ms. Naoum joined Builders Insurance Group handling construction defect claims along with general liability claim matters. She handles significant liability exposures including Auto Liability (commercial), GL, Products Liability, Labor Law, EPL and Umbrella/Excess for 23 years at ACE as well as sexual molestation for the Roman Catholic Church. The carriers she worked for (ACE/Chubb) also had public entity accounts. Ms. Naoum also has experience associated with claims involving cranes, commercial trucking, the exterminating -did TRI Page 152 transforming risk into opportunity' Page 381 of 1324 0 industry, and property damage. Mary Ann has extensive litigation management experience and other claims involving complex coverage issues. At TRISTAR, Ms. Naoum is responsible for supervising a casualty claims unit including senior casualty adjusters based in Atlanta, Milwaukee and Houston. She works directly with the Branch Manager, the TRISTAR Client Services team, and TRISTAR's clients as technical expert and advisor. She is responsible for ensuring compliance with Best Practices, Customized Handling Instructions, and regulatory requirements. As claims supervisor, she does not carry a personal caseload, but is responsible to guide and mentor her team, oversee performance, quality of work, team workflow, and conduct quality reviews. She maintains multi-lines license/multi-state licenses and participates in continuing education for her Associate in Claims designation. Designated Adjusters:TRISTAR's adjusters are highly skilled and tenured. Claudia Crawford, Senior Workers' Compensation Adjuster (Primary) Ms. Crawford joined TRISTAR in April, 2017 with more than 20 years of professional experience, including more than 11 years as a senior workers' compensation adjuster in the state of Florida, and five years of liability claims management. She has significant experience serving Florida public entity clients, both working directly within Risk Management departments, and while working for a third party administrator, and has significant experience administering complex, litigated and catastrophic claims. Ms. Crawford is bilingual, fluent in English and Spanish, and throughout her career has held responsibilities for communicating with Spanish-speaking patients and employees. Prior to joining TRISTAR, Ms. Crawford spent two years working for Pinellas County Risk Management, tasked with the investigation, evaluation and resolution of Pinellas County Sherriff's workers' compensation claims and BOCC workers' compensation claims, adhering to all requirements in the Workers' Compensation Law and the County's Best Practices. Additional work experience includes history with third party administrators, including serving as a dedicated senior adjuster for the City of Miami Beach. Ms. Crawford has also served as a PIP Adjuster and a Bodily Injury Adjuster. Prior to specializing the workers' compensation claims administration and risk management field, Ms. Crawford had several years' experience in ancillary fields, including coordinating dental care for workers' compensation claimants, serving as a durable medical equipment specialist servicing the workers' compensation industry, coordinating clinical and behavioral health for Medicaid patients, and coordinating home medical equipment for patients being discharged from hospitals. Through this background and experience, Ms. Crawford developed medical knowledge and honed her customer service and communication skills. Ms. Crawford was nominated for the 2018 Claims Adjusters/Examiner/Manager Award to be presented at the 7t" Annual In Touch Awards Gala in Lake Mary, Florida. This award recognizes superior abilities to manage multiple claims toward successful resolution by ensuring each injured employee is directed to the most appropriate providers, that each injured employee receives the best care and treatment specific to each injury, that costs are contained through the utilization of all services required to help each injured employee, and that the best outcome possible is achieved on each claim. Ms. Crawford pursued a degree in Communications from the University of Bridgeport. She is an Accredited Claims Adjuster (ACA) from the Hillsborough Community College. She holds the WCCP certification. She holds a Florida All Lines Adjuster License, and holds adjusters licenses in Louisiana, Kentucky, North Carolina and South Carolina. -did TRI Page 153 transforming risk into opportunity' Page 382 of 1324 0 To Be Assigned: Workers' Compensation Adjuster(Secondary):TRISTAR anticipates hiring or assigning an additional Florida-based workers' compensation adjuster with the following qualifications. Duties: Effectively manage workers' compensation claims, including complex cases with exposures in excess of $100,000, with minimal supervision. Comply with TRISTAR Best Practices and The Client's Customized Handling Instructions to promptly and aggressively investigate and manage claims in accordance with statutory and regulatory requirements. Scope of work includes but is not limited to conducting thorough investigation, including assigning field investigation and recorded statements as needed, compensability determinations, coordinating with specialists including attorneys, investigators, nurse case managers, and others, and administer benefits, set reserves to ultimate probable outcomes, coordinate return to work, attend hearings as requested or necessary, Education/Training: BA/BS preferred. Minimum five to seven years workers' compensation claims management experience, state certifications and/or licensures as required. Skills: Extensive knowledge of statutory and regulatory requirements, exceptional interpersonal skills including verbal and written communication, strong investigation and reserve analysis skills, strong prioritization and organizational skills, ability to effectively coordinate with multiple parties Diana Taylor, Senior Liability Adjuster Ms. Taylor has more than 30 years of industry experience, and ten years tenure with TRISTAR. She began her insurance career in 1987 working for an insurance company specializing in both commercial and personal lines insurance. As a senior multi-line claims adjuster, Ms. Taylor's responsibilities include claims involving bodily injury and property damage for all lines of business, which includes Commercial Auto, Commercial Auto Physical Damage, Commercial General Liability, Products Liability and other commercial lines of business, includes complex cases with exposures in excess of $100,000, with minimal supervision. Her scope of work include loss investigation, financial reserve analysis, litigation management, coverage question analysis, reservation of rights, contract analysis, claim and lawsuit resolution. Ms. Taylor has extensive experience reviewing contracts to determine risk transfer and subrogation opportunities. She is a strong negotiator and will work closely with designated contacts to ensure thorough investigations and recovery opportunities are fully evaluated and action taken as appropriate. Ms.Taylor holds active insurance licenses in the following jurisdictions: Louisiana, Alabama, Connecticut, Florida, Georgia, Kentucky, Maine, Maryland, Michigan, Minnesota, New Hampshire, Nevada, New York, North Carolina, Oklahoma, Oregon, Rhode Island, South Carolina,Texas, Utah and Vermont. Karen Klein, Senior Claims Adjuster Ms. Klein has over 20 years of experience in the insurance claims industry. She has a Bachelor of Arts degree from Queens College of the City University of New York and a Juris Doctor degree from New York University School of Law. Prior to joining TRISTAR in 2012, Karen worked as a senior claims adjuster for Risk Enterprise Management and, prior to that, for the Home Insurance Company. She has handled a wide variety of claims arising from primary, excess, umbrella and wrap policies, including construction defect and general liability claims, as well as professional liability claims involving lawyers, accountants, real estate and insurance agents and brokers, real estate appraisers, engineering consultants, building contractors and subcontractors, and hospitals and assisted living facilities. -did TRI Page 154 transforming risk into opportunity' Page 383 of 1324 0 Ms. Klein is a licensed attorney in New York and was an associate with the law firm of Wilson, Elser, Moskowitz, Edelman & Dicker for a number of years, handling primarily professional liability claims against architects and engineers, as well as environmental claims, and supervising the defense of declaratory judgment and insurance bad faith actions. In addition to her law degree, she holds a property and casualty insurance adjuster license in numerous jurisdictions. To Be Assigned: Claim Assistant/Support Staff Duties: Perform clerical (non-technical) duties to assist the technical staff in claims management, including handling incoming and outgoing mail, monitor and set up newly reported claims including appropriate letters and CIB's,filing documents, answering/directing telephone inquiries Education/Training: High School diploma/GE, 2-3 years of general office experience, with at least one year in a claims industry environment Skills: PC and Microsoft Office literate, good written and verbal communication, ability to interact in professional environment ��r��,��r� � k�'��t c�� p��e � ��s��g�sr��t �r� p, �re,n�e{�� ►,�;��r�� (�u�r��t� �'h�Fl�r�p��,�r�; 't t s}�{r TRISTAR and TCG work together to provide best-in-class solutions to Florida public entities, leveraging TRISTAR's nationwide resources, strength, stability and depth of knowledge serving public entities across the United States; and TCG's highly specialized expertise servicing public entities within the State of Florida. Founded in 1987, TRISTAR is the largest privately held third party administrator in the nation. We are a national provider of property, casualty, workers' compensation, leave of absence, and group health benefit claims administration services. We have more than 20 years' experience administering workers' compensation and liability claims in Florida, and have workers' compensation adjusters, liability adjusters, managed care professionals and finance team members located in the state. The President of TCG; Kevin Cothron, originally founded Preferred Governmental Claims Solutions (PGCS). Kevin Cothron has over 25 years' experience structuring Third Party Claims Administration (TPA) programs for public entities, including a long history providing TPA services to the City of Boynton Beach. He helped to resolve the large amount of sick building claims filed with the city during the mid 1990's; and thereafter was retained as the City's TPA. He then served as the City of Boynton Beach's property insurance broker until 2014, when he formed TCG. Both TCG and TRISTAR have significant experience serving municipal and other public entity claims. TCG understands that the City's workers' compensation and liability claims programs are unique and are to be conducted in accordance with specific service requirements as described within the RFP.TRISTAR and TCG believe that every public entity should have a TPA program tailored made to their specific needs. The cornerstone for all of our programs is communication. Kevin Cothron is a recognized expert serving Florida self-insured governmental entities of similar size, scope and complexity as the City. TRISTAR's public agency client list, a representative sample of which is included herein, demonstrates our breadth and depth of service to different types and sizes of public agencies across the United States.The TRISTAR-TCG program will offer the City unprecedented flexibility and ability to customize, while providing the strength and resources of a national TPA. -did TRI Page 155 transforming risk into opportunity' Page 384 of 1324 0 Please note that TRISTAR's client list is confidential. Adams County CO f, Eagle Pass Independent School District Beaverton School District OR Edinburg Consolidated Independent School District Bexar County Fort Worth Independent School District 1 Bonner County IdahoFresno County Office of Education .... . Bossier City, LA Harlandale ISD Bossier Sheriff Department Hidalgo County ,,,.,,. .,,.., .... ..t.,. ....... . . ... ... .„.. ..,. .........,.. ... ,.. .,.. .,.. .,.. .,.. .,.. .,.. ., s Brownsville Independent School District Hurst Euless Bedford ISD Brownsville ISD Irving Independent School District . .. � ... _...�.. .. . E _ ...... .,. Carnpbell Union School District a Jefferson County Chula Vista Elementary School District Judson Independent School District . .� ,...... ..... .... . .. . .... City of Ashland OR I Kansas Turnpike Authority City of Beaverton OR Lake County, FL ., �. , -_- .. ....... ,.. City of Dallas Lake Elsinore Unified School District City of Del Mar Lamar Consolidated Independent School District City of Edinburg Larimer County CO City of Grand Junction CO Long Beach Unified School District CA m ..... City;of Hillsboro OR Maricopa County Community College District City of Houston Mesa County CO m ,. ._.. ., .. ...... �..... �... � � City of Imperial Beach I, North Clackamas School District OR City of Irving North County Transit District .,,... -..... .. �.,.m..„ City of Los Altos I Northern Colorado School Districts(LOCO) City of Los Angeles Police DepartmentPflugerville Independent School District �. City of McAllen Pima County City of Merced Port of Portland . ._ �.. . .. ,. .._ ..-_ .. __.. - ------ .. .. ... .. ._ City;of Orem UT Richardson Independent School District City of Peoria AZ Robstown Independent School District ... ........ ... .... ... ... City of Richardson �; Salt Lake School District I City of Roseville i San Diego Metropolitan Transit System ..,.. ...... ...,...... , ... .n.,. . �. ,. . . . City of San Antonia t San Joaquin County City of Solana Beach San Jose Unified School District m m U. ...m,. a.. . ... . City of South San Francisco �;Santa Clara County Office of Education 1 City of Sunnyvale Santa Clara Valley Transportation Authority(VTA) m . ,, ,. City of Tempe ; Sharyland Independent School District City of Tucson South Eastern Pennsylvania Transportation Authority(SEPTA) . .m .. . .... .. ... City of Yuma Spokane Transit Authority Collin County State of Illinois � ... Colorado Special Districts Pool ( University of Idaho County of Marin CA University of Wyoming .„ ....... ........ .,.. . Dallas County Community College'District, VIA Metro Transit Dallas Independent School District Webb County .. _ a . . � ,. _ .,..., ,. . Dayton Public Schools Weslaco Independent SchoolDistrict Deep East Texas Self Insurance Fund Yuma County Detention Center -did TRI Page 56 transforming risk into opportunity' Page 385 of 1324 TAB 5 Similar Projects/ References TAB 5 - SIMILAR PROJECTS/REFERENCES TRISTAR-TCG references include: Lake County, Florida Barbara Perry, Risk& Benefits Manager 315 W. Main Street Tavares, Florida 32778 Phone: (352) 343-9769 Email: bperry@lakecountyfl.gov New client for workers' compensation and liability claim management, effective 10/1/2018 T ISTA 's public entity references include: eexar County Seth McCabe, Director- Budget and Finance 101 West Nueva, San Antonio,Texas 78205-3411 Phone: (210) 335-3962 Email: smcabe@bexar.org With a population of approximately 1.9 million, Bexar County is the 17th most populous county in the United States, and fourth most populated in Texas. Its county seat is San Antonio, which is the seventh largest city in the United States. TRISTAR has provided liability and workers' compensation claim administration services from 2001-present. Collin County Erica Johnson, Risk Manager 2300 Bloomdale Road #4117, McKinney,TX 75071 Phone: 972-548-4782 Email: eriohnson@collincountytx.gov Collin County has a population of approximately 1 million, and is part of the Dallas-Fort Worth-Arlington Texas metropolitan area. TRISTAR has provided liability and workers' compensation claim administration since 2013. Hidalgo County Flora Vazquez, Director, Employee Benefits 2818 S. Highway 281, Edinburg,TX 78539 Phone: 956-318-2663 Email:flora.vazquez@co.hidaleo.tx.us Hidalgo County has a population of approximately 800,000. TRISTAR has provided liability and workers' compensation claim administration since 2003. -did TRI Page 157 transforming risk into opportunity' Page 387 of 1324 0 Private Entities with Exposure in Florida: TRISTAR serves as third party administrator for several private entities with exposure in Florida, including: Exide Technologies Maria Babcock 13000 Deerfield Parkway, Milton, GA 30004 Phone: 678-566-9359 Email: maria.babcock@exide.com Exide Technologies is an American manufacturer of lead-acid batteries, including automotive batteries and industrial batteries. TRISTAR has provided liability and workers' compensation third party administration and related services since 2002. Nilfisk Mr. Chris McCullough Vice President&General Counsel 9435 Winnetka Avenue North, Brooklyn Park, MN 55445 Phone: 763-745-3680 Email: chris.mccullough@nilfisk.com Nilfisk is a leading global provider of professional cleaning products and services, such as floorcare equipment, vacuum cleaners and high pressure washers. TRISTAR provides workers' compensation and liability claim administration services. Terminix Mr.Jim Haugh President P.O.Box 2587, Fayetteville, NC 28302 910-689-0550 E-Mail: iim@insect.com A franchise of Terminix International, dedicated to serving the pest control and related service needs of our customers. Kevin Cor 's References include: Leon County Schools Janet Heath, Risk Manager 2757 West Pensacola Street,Tallassee, FL 32304 Phone: 850-487-7113 HeathJ@LeonSchools.net Provided Property, Casualty and Workers Compensation Third Party Claims Administration and insurance/claims consulting from 2000 to 2013. City of Orlando, Florida Raymond Scullian, Manager 400 S. Orange Avenue, Orlando, FL 32802 Phone:407-246-3343 Raymond.Scullian@cityoforlando.net Provided Workers Compensation Third Party Claims Administration from 2011-2014. -did TRI Page 158 transforming risk into opportunity' Page 388 of 1324 Page 389 of 1324 TAB 6 - COST PROPOSAL t Se s ►ty+cri oy t e rwre t the th►O Of ►rtf t to i�rtt#e o c rtt �et t t t }{ '� 'f rs+ ct tt 1l,t tt S:t t t,c y i t { 7 Es s 11=�� atfa+�h�d ��-�►� I�a'c�►�oc�l�►��aff re��1�4,�ri�i'I� ��'►tee's�o�`��'�Ifi ��ayll►�`k�sfj`'€��►'�h�� `I�P�'c��=�} �I` ��i^ ,Ms,aua�aa�l�, �le��efl��3b`v►��,tM�tjr►nf`c?(rr"tn�Grair�; �,��,`�ncl��rq�;�tgtE��,�`'�`r► ►n �i��`�s��''�,��" ��►�`G� t + ! i ( +{ l t-r ) ; {' r { t isy -- +t>✓s t S� tE �! s s i }� t �Il, �� f,f��+t �fy,�� `t�t�,'�,�,� h+�l�,��lt�ti�jr►g,�M��;`�a��`f� Ik��,�,1��-1�1�i =f��l��+ �,tua'�e�+p�� ►�c��#'; At TRISTAR, we believe that you should have a clear understanding of the price we charge for our services. We are straightforward regarding our methodology, open to discussion relative to our assumptions and cost estimates, and receptive to any alternatives that you would like us to consider. Since our experience has proven that improper focus on administrative costs does not achieve the goal of properly managing total claim disposal costs, we will work with you to strike a proper balance between controlling administrative expenses and providing the appropriate level of resources to realize the best economic outcomes on your claims. We have utilized the desired service specifications to develop our price offerings. Should a material difference be discovered in the historical data and other information provided by you or your representative that we relied on to provide this proposal, TRISTAR reserves the right to make fee adjustments as necessary. For all fee arrangements quoted, our claim service fees do not include services defined as Allocated Loss Adjustment Expense, whether such services are performed by employees of TRISTAR or others. Please read further for full definition. We believe that the City of Boynton Beach's and TRISTAR's interests will be most closely aligned with a flat monthly fee approach. A flat monthly fee is a straightforward,transparent pricing mechanism that is easily administered by both parties, easily monitored by you and your auditors, and predictable for balance sheet and cash-flow purposes. The flat monthly fee includes Claim Services, Account Administration, and Risk Management Information Systems Access, as defined herein. CLAIMS SERVICE FEES INCLUDE: Complete and thorough "desk" investigation of all claims reported, including recorded statements where necessary, in accordance with TRISTAR's Best Practices and any special service agreements made with the City of Boynton Beach Evaluation of liability and damages to establish appropriate reserves Reserve Advisories at the City of Boynton Beach-designated levels Notification/reporting to the City of Boynton Beach in accord with our service agreements Adjustment and payment of compensable claims Litigation Planning and Management Employment of anti-fraud measures including assignment and direction of investigators to reduce possibility of payment of non-compensable claims (services of special investigators not included) Maintenance of a record of all investigation, payment and adjustment activities within TRISTAR's claims system and files Pre-Settlement Advisories Structured Settlement Management (cost of structures not included) Large Loss Notices/E-Mail Alerts Claim Acknowledgements Closing Notices Status Reports in accordance with Client requirements -did TRI Page 159 transforming risk into opportunity' Page 390 of 1324 0 Subrogation/Recovery/Restitution — No Additional Recovery/Recovery Fee Charged for TRISTAR's pursuit of subrogation Conference calls with legal counsel, and other ancillary providers as necessary or requested ANNUAL ACCOUNT ADMINISTRATION INCLUDES: Account Management Implementation Planning and Management the City of Boynton Beach-Specific Claims Handling Instructions Account Set-Up Quality Assurance Management and Review Bank Account Management and Reconciliation (TRISTAR Accounts Only) Customer Meetings Carrier Audits Annual Stewardship Meeting/Report and Analytical Review 1099 Form Preparation Reporting for brokers, actuaries, consultants, and excess carriers Client Education Programs Development of Policies and Procedures RISK MANAGEMENT INFORMATION T ACCESS INCLUDES: 3 TRISTAR Connect User IDs Customer Hierarchy and Organizational Structure maintenance System Access to Losses, Financials and Reserves Adjuster and Supervisory Notes Access Report Templates Scheduled Reports OSHA Logs, if desired State Annual and Periodic Reporting as required Periodic Cost Containment Reports Claim System Training, Help Desk Access, and Customer Service Unit Support DATA CONVERSION / L IC DATA INTERFACE: 4,000 ONE-TIME FEE INCLUDES: Covers Workers Compensation and Property and Casualty Claims data conversions Mapping/Plotting of data elements Test runs/Exception reports and correction of any data flows Converting data over to TRISTAR's system Balancing financials (reserves and paid amounts) Storage of claim records The$4,000 data conversion fee may be paid in 12 monthly installments. -did TRI Page 60 transforming risk into opportunity' Page 391 of 1324 REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-19/IT COST PROPOSAL FORM Proposers should use this form for submitting its Cost Proposal. The price shall be fixed and firm and should be fully burdened to include all necessary elements such as but not limited to salary, general administrative expenses, travel, mileage, overhead and fee/profit needed to perform all of the services described under this solicitation. PAYMENT SCHEDULE 2018 Projected No. of Claims Claim Rate 1) WORKERS' COMPENSATION MEDICAL ONLY 76 $ 180 INDEMNITY 14 $ 1,215 $ 3,000 (Includes handling of open OR— FLAT MONTHLY FEE prior claims) ADDITIONAL SERVICES: MEDICARE REPORTING (Monthly Fee) Included/MO. $450 per open PER CLAIM COST FOR PRIOR CLAIMS FILES Indemnity 2) PROPERTY AND CASUALTY: AUTO LIABILITY BODILY INJURY 4 $860 AUTO LIABILITY PROPERTY DAMAGE 1 $495 AUTO PHYSICAL DAMAGE 0 $310 GENERAL LIABILITY BODILY INJURY 4 $835 GEN. LIABILITY PROPERTY DAMAGE 4 $495 PROFESSIONAL LIABILITY 0 $ 2,700 THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED COMPLETE AND ACCEPTABLE. -did TRI Page 61 transforming risk into opportunity' Page 392 of 1324 REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-19/IT COST PROPOSAL FORM (CONTINUED) PAYMENT SCHEDULE 2018 Projected No. of Claims Claim Rate ELECTRONIC INCIDENTS 0 $30 $ 800 (Includes the handling of open prior claims and up to 15 new claims OR— FLAT MONTHLY FEE per year) ADDITIONAL SERVICES: MEDICARE REPORTING (Monthly Fee) Included/MO. PER CLAIM COST FOR PRIOR CLAIMS FILES $425 "The City reserves the right to Workers' Compensation and Property and Casualty either to the same or separate company." TRISTAR Risk Enterprise Management, Inc. COMPANY NAME AUTHORIZED SIGNATURE 361-857-0115 x3013 Jimmy Dyer TELEPHONE NO. PRINTED NAME Jimmy.Dyer@TRISTARgroup.net Director of Sales and Client Solutions E-MAIL ADDRESS TITLE DATE THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED COMPLETE AND ACCEPTABLE. -did TRI Pagel 62 transforming risk into opportunity' Page 393 of 1324 0 Preferred Provider Specialty Services 2018: Fees listed are for Preferred Provider Specialty Services. These fees are paid as Allocated Loss Adjustment Expenses or, where required by state law, as loss. Medical Bill Review: Provider/Ancillary Bill Review $8.75 per bill or $1.50 per line (minimum 4 lines) Hospital Bill Review (in and outpatient) 12%of savings Implantable Device Review 27%of savings PPO/Pharmacy/DME/Ancillary Network 27% of Savings (all savings are post fee schedule or U&C) Specialty Bill/Out of Network Review 30% of Savings (all savings are post fee schedule or U&C) e-billing $1.00 per bill Historical Bill Review Conversion $750-$2000 One Time Fee at Implementation Duplicate Bills Duplicate Line Items No Charge Monthly Savings Reporting Utilization Review: Pre-clinical review $22 per pre-clinical review.Fee waived if case proceeds to utilization review Pre-Certification (In-or Out-Patient) $140 per pre-certification Concurrent Review $125 per hour. (Review during hospitalization or outpatient treatment, as treatment progresses to ensure duration and type of treatment meet appropriate guidelines) Peer Review: Level 1 $250 flat rate for peer review of episodes of (Includes review of medical records and care identified on medical bill review. communication of decision in writing to all parties) Level 2 $295 flat rate when assigned by a nurse case (Includes review of medical records, discussion manager following case manager file review, with treating physician and communication of or receipt of a referral by adjuster for review. decision in writing to all parties) Enhanced Intake and Nurse Triage: Enhanced Telephonic First Notice $20 per intake call (waived if call moves to (Operator service by medical assistants. Injured triage) employee and/or supervisor calls to report claims, assistance with PPO direction, questions and referrals. Optional integration with nurse triage services.) Telephonic Nurse Triage $120 per intake call (Nurse aids injured worker in self-treatment or sets up appointment with appropriate provider utilizing medical triage guidelines/follow up calls) -did TRI Page 163 transforming risk into opportunity' Page 394 of 1324 Nurse Case Management Telephonic Case Management (FL) $120 per hour OR Duration Based • First 30 days $370 per claim • Second 30 days $285 per claim • Each 30 days until closure $200 per claim Field Case Management (FL) $120 per hour plus Mileage at prevailing IRS rate Field Case Management-Tasks One time visit to provider $475 + mileage Two visits to provider $750+ mileage Medical record retrieval $135 + mileage Job Analysis $475 + mileage Catastrophic Case Management $150 per hour+ mileage (High level of RN interaction with immediate response to significant injury, e.g. severe head injury, severe burns, gunshot. Available 24/7) Pharmacy Benefit Management(PBM): Point of sale utilization review $125 per hour billed at 10 minute increments Nurse Intervention: Complex Pharmacy $125 per hour Management,Weaning Protocols (Available when opioids have been prescribed for 60+ days with no evidence that physician will end treatment pattern.) Physician Intervention: Complex Pharmacy $125 per hour nursing intervention plus pass Management. through of actual physician fees (Utilized in instances of numerous drug interactions of opioids, hypnotics and anti- depressants, requiring a physician-to-physician review of treatment pattern and weaning options. Follow up calls made by nurse case manager.) Optional Liability Medical Cast Containment. Liability Medical Bill Review $25 flat fee per bill RN Liability Medical Review $125 per hour Other Services: Special Investigations Outsourced, at cost—typically$85 per hour Central Index Bureau/OFAC/Child Support $15 per report Enforcement Claim Reporting:Telephonic $20 per report Claim Reporting: Fax or Internet $10 per report MMSEA Reporting $10 per claim Mileage IRS allowance rate -did TRI Page 164 transforming risk into opportunity' Page 395 of 1324 0 Allocated Lass Adjustment Expense: Allocated Loss Adjustment Expenses includes any fee or expense which is chargeable or attributable to the investigation, coverage analysis, adjustment, negotiation, settlement, defense or general handling of any Claim or action related thereto, or to the protection and/or perfection of the Client and/or Carrier's right of subrogation, contribution or indemnification, all as reasonably determined by TRISTAR.They include, but are not limited to: Attorney's fees and disbursements Fees and expenses incurred for handling any legal actions, including trials or appeals including deposition fees; cost of appeal bonds; court reporter or stenographic services, filing fees, and other court costs, fees and expenses; transcript or printing services and all discovery expenses; service of process; witnesses' testimony and corresponding travel expenses, opinions, or attendance at hearings or trial; Statutory fines or penalties Pre- and post-judgment interest paid as a result of litigation, unless regulatory or reporting requirements define such interest as loss or indemnity payments; Subcontractors'fees and travel expenses, including independent adjusters, automobile and property appraisers. Experts' fees and expenses, for advice, opinions, or testimony concerning claims under investigation or in litigation and costs of appraisals Fees and expenses for surveillance, undercover operative and detective services or any other investigations Costs of legal transcripts of testimony taken at coroner's inquests, criminal proceedings, or civil proceedings;* Fees and expenses for medical examinations, or autopsies, including diagnostic services, and related transportation services; durable medical equipment; and medical reports and rehabilitation evaluations, unless regulatory or reporting requirements define such fees and expenses as loss or indemnity payments Fees and expenses for any public records, medical records, credit bureau reports, index bureau reports Costs of photographs and photocopy services Medical or vocational rehabilitation fees and expenses, and all other medical cost containment services, including, but not limited to utilization review and management, pre-audit admission authorization, hospital bill audit or adjudication, provider bill audit or adjudication, Preferred Provider Organization, and medical case management, if applicable, unless regulatory or reporting requirements define such expenses as loss or indemnity payments Costs of independent medical examinations and/or evaluations for rehabilitation and/or to determine the extent of the Customer's liability State mandated electronic data interchange (EDI) costs, if applicable Federal query/reporting fees and recovery agent fees for Section 111 of the Medicare, Medicaid and SCHIP Extension Act of 2007, and Medicare Set-Asides Telephonic First Notice of Loss Intake Extraordinary travel and related fees and expenses incurred by TRISTAR at the express request of Customer, which are not otherwise payable under this Agreement. -did TRI Page 165 transforming risk into opportunity' Page 396 of 1324 Page 397 of 1324 TAB 7 - SUBMITTAL FORMS 2,4i tsinr ffi ` ( T�# LCJ PRIFol � � `TiI M # �i �lf !T{� ;, £ R7, A. kt� lc� ri� f ( t 5 7 t� .: rr i °p ti y rf { tit t r ii}}ts� ' �r kr��'lfarat��1 r rt t h t ehiCi✓ ( 7l{i .{41 t r S t r i t! rs!ft r 71 �t ) fi r t. iij i�i rurr tr {it11 � � i i,o £ { -� �lte15f �' �J61 { mG '� l sz i rs sjs 77 i p11711, -did TRI Page 66 transforming risk into opportunity' Page 398 of 1324 REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-19/IT PROPOSER ACKNOWLEDGEMENT Submit RFP's To: PROCUREMENT SERVICES 3301 Quantum Blvd., Suite 101 Boynton Beach, Florida 33426 Telephone: (561) 742-6322 RFP Title: THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP Number: 004-1710-19/IT RFP Received by: November 2, 2018, NO LATER THAN 2:30 P.M. RFP's will be opened in Procurement Services unless specified otherwise. RFP receiving date and time is scheduled for: November 2, 2018, NO LATER THAN 2:39-E.M.LLOCAL TIMELand may not be withdrawn within ninety (90) days after such date and time. All awards made as a result of this RFP shall conform to applicable sections of the charter and codes of the City. Name of Professional: TRISTAR Risk Enterprise Management, Inc. Federal I.D. Number: 13-3832689 A Corporation of the State of: Delaware Area Code: 361 Telephone Number: 857®0 115 Ext. 3013 Mobile: 361-688-0449 Area Code: 361 FAX Number: 857-0123 Mailing Address: 100 Oceangate, Suite 700 City/State/Zip: Lona Beach, CA 90802 E-mail Address: Jimmy.Dver,,WTRISTARgroup.net x_/z 47 Author#d_Signa e Jimmy Dyer Name Typed THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 29 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 67 Page 399 of 1324 A D D E N D A CITY OF BOYNTON BEACH FLORIDA RFP TITLE: "THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS" RFP NO.: 004-1710-19/IT DATE SUBMITTED: October 31, 2018 We propose and agree, if this submittal is accepted, to contract with the City of Boynton Beach, in the Contract Form, to furnish all material, means of transportation, coordination, labor and services necessary to complete/provide the work specified by the Contract documents. Having studied the documents prepared by: THE CITY OF BOYNTON BEACH we propose to perform the work of this Project according to the Contract documents and the following addenda which we have received: ADDENDUM DATE ADDENDUM DATE 1 10/19/18 ❑ NO ADDENDUM WAS RECEIVED IN CONNECTION WITH THIS BID THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 30 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page6400 of 1324 The City of Boynton Beach Finance/Procurement Services 3301 Quantum Blvd.,Suite 101 Boynton Beach,Florida 33426 Telephone: (561)742-6310 FAX: (561)742-6316 ACKNOWLEDGEMENT OF ADDENDUM No. CASUALTYTHIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND RFP ®® / RESPONDENT MUST SIGN, DATE AND INCLUDE THIS "ACKNOWLEDGEMENT OF ADDENDUM ® 1 WITH BID PACKAGE IN ORDER FOR SUBMITTAL CONSIDEREDm Jimmy Dyer PRINTT T I q#kT U R E Of REPR' 'ENTATIVE k9T- TRISTAR RiskEnterprise Management, Inc. NAME OF COMPANY -DATE THIS PAGE TO BE SUBMITTED FOR SID PACKAGE TO BE CONSIDERED COMPLETE AND ACCEPTABLE 4 Page 69 Page 401 of 1324 STATEMENT OF QUALIFICATIONS Each qualifier proposing on work included in these General Documents shall prepare, and submit the data requested in the following schedule of information. This data must be included in and made part of each RFP document, Failure to comply with this instruction may be regarded as justification for rejecting the RFP response, * attach additional sheets giving the information 1 Name of Qualifier: TP13TA Fisk Enter rise lana errlento lnc. 2, Business Address: 100 Oceangate,,-Suite 700 —LQn9-Beach- CA 90802 1 When Organized: 1994 4, Where incorporated. -Delaware 5. How many years have you been engaged in business under the present firm name? Six years, 6, General character of work performed by your company. Workers' compensation, property and casualty third party administration, 7. Enclose evidence of possession of required licenses and/or business permits. Please see enclosure- 8. Number of employees. 900+ 9. Background and experience of principal members of your personnel, including officers. Please see enclosure. 10. Bonding capacity, if applicable. Bonding capacity is dependent upon the value of the specific contract, but h been extended to TRISTAR in millions of dollars. 11. Have you ever defaulted on a contract? If so, where and why?* No. THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page Racie 70- 402 of 1324 12. Experience in performance of work similar in importance to this project. Project $ Value Contact Name Phone # -pity 2L2allas $1 million annual Doris Bridges 214-670-4696 K12!2o County $200 thousand annual Flora Vasquez 956-318-2663 Exide Technologies $160 thousand annual Pin Kuo 678-566-9234 Bexar County $250 thousand annual Seth McCabe 210-335-3962 13. Contracts on hand. * Please see representative client list attached. 14. Largest completed projects (include final cost). 1) City of Los Angeles Police Department (Active Contract)_Approximately $9 million annual 2) California Insurance Guarantee Association (Active Contract) - Approximately $9 million annual 3) State of Illinois (Active Contract) -Approximately $5 million annual 15. List all lawsuits (related to similar projects) or arbitration to which you have been a party and which: From time to time, TRISTAR is involved in arbitration or litigation which has arisen in the normal course and conduct of its business.At any 1) arose from performance: point in time, there may be a small number of claims where TRISTAP, Is named with a carrier, an employer, or in an employment practice 2) occurred within the last 4 years: claim,that are primarily non-material'and resolved prior to any court 3) provide case number and style: proceedings and generally resolved in our favor,There is no ongoing arbitration or litigation that will affect our ability to provide services for the City of Boynton Beach, Dated at: c J this 19 day of October 2018 By: itte signature) Name:Thomas J. V:ale (ptlinted or typed) Title: President THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 34 COMPLETE AND ACCEPTABLE. RFP No. OG4-1710-19/[T Racle 71 Page 403 of 1324 David Altmaler FLORIDA OFFICE OF, Insuxance Commissioner INSURANCE REGULATION � , , „ I Company Filling—T Industry Data Insurance Types i1 - Government Affairs Newsroom About the ottice sea��n I Home Company Directory: Search Results Business Units and Activities This information is current as of 10/19/2018 Upcoming Events TRISTAR RISK ENTERPRISE MANAGEMENT INC. Public Records Requests Consumer Resources FEIN 13 3832689 j .... ........ Florida Company Code 45184 Flood Insurance ....... .............................................................. ...... ......... ......... NAIC Company Code ......... ................................ ....... ...... Cigna/Express ScriptsCompany Type THIRD PARTY ADMINISTRATOR 11 Home State tDE Life Claim Settlement Practices IMeb Site Authorization Type CERTIFICATE OF AUTHORITY 1 Assignment of Benefits s Authorization Status ACTIVE (AOB) Resources __................................................. __ ^1 First Licensed in Florida Date,05/03/2000 M. . Federal Health Care Reform Addresses Take-out Companies ................——------- HType sAddress Phone Hurricane Season ,2540 ROUTE 130, SUITE 109, Resources [ - 1HOME ,CRANBURY NJ 08512 3(609) 495-0001 i Hurricane Claims Data ,UNITED STATES i Hurricane Michael ,2540 ROUTE 130, SUITE 109, OIR Summit(Postponed) MAILING CRANBURY NJ 08512 x(609) 495-0001 h� UNITED STATES �t . .... ,,,,,, 2540 ROUTE 130, SUITE 109, 1 s LOCATION OF RECORDS ,CRANBURY NJ 08512 3(609) 495-0001 nl��r w � s> :UNITED STATES _ ... ........................... ........, .....,,,, 2540 ROUTE 130, SUITE 109, ADMINISTRATIVE CRANBURY NJ 08512 3(609) 495-0001 UNITED STATES ............................................................................ ................................................................ ......... ......... 800 TRAFALGAR COURT, SUITE 350, FLORIDA OFFICE LOCATION MAITLAND FL 32751 UNITED STATES Authorized Lines of Business Line 0f Business ,Type THIRD PARTY DIRECT AND I ADMINISTRATORS REINSURANCE Page'44 of 1324 II uul1Il00W1111 LL]LLE [10EDO02m000002mOM070700000[1[1 0 EEI 07 0700 0700 0 0 2m07002m00000007002QVI00000M00002=0ERFT)2[2E]l0FP5=EME] f New S,e h ................................................................................................................................. DISCLAIMER The Florida Office of Insurance Regulation ("Office") provides access to company and other information on this Web site as a public service. Although reasonable efforts have been made to ensure that all electronic information made available is current, complete and accurate, the Office does not warrant or represent that this information is current, complete and accurate. All information is subject to change on a regular basis, without notice. The Office assumes no responsibility for any errors in the information provided, nor assumes any liability for any damages incurred as a consequence, directly or indirectly, of the use and application of any of the contents of the Office Web site. Unless otherwise noted on an individual document, file, webpage or other Web site item, the Office grants users permission to reproduce and distribute all information available on this website for non- commercial purposes and usage, as long as the contents remain unaltered and as long as it is noted that the contents have been made available by the Florida Office of Insurance Regulation. Any electronic information or inquiries that the Office receives from a Web site user shall not be considered as, or treated as, confidential. The inclusion of, or linking to, other web site URLs does not imply our endorsement of, nor responsibility for, those web sites, but has been done as a convenience to our Web site visitors. EXAMPLES The Office of Insurance Regulation company search does not require you to know exactly how Office of Insurance Regulation has the company's name recorded. It will take your input and return every name that contains your input as it appears in any part of all records. In other words, if your search is: Floricorp _l then the search will return all the names that have "Floricorp" in any part of the record. For example: FLORICORP, INC. - FLORICORP PROPERTY AND CASUALTY COMPANY SOUTHERN FLORICORP UNLIMITED I If you entered Floricorp P you would get only FLORICORP PROPERTY AND CASUALTY COMPANY Note that even though the whole name is searched, the service still looks for an exact match. So if you entered FLORICORP, (i.e., with a comma) you would only get I FLORICORP, INC. j ,cr Contact Us Site Map � Internet Privacy Policy FLOR1DA OFF-1 E OF Long Range Program Plan INSURANCE REOVLriTION 200 East Gaines Street, Tallahassee, FL 32399 (850) 413-3140 Page X405 of 1324 111111 11111111I LLLL LLI I ILLILLE EEED002m[1❑0002m OMEE] mEEI X00 ED00002m ED002m000000ED002QvID 000 EVID0002=0ER FT)2[2Ell 0 FT?5=EME] Statement of Qualifications Background and Experience of Principal Personnel and Officers TRISTAR EXECUTIVE TEAM: Thomas Veale, President Denise Cotter, Senior Vice President, Chief Financial Officer Joseph McLaughlin, Senior Vice President, Marketing& Sales Jim Kerr, Vice President, Claim Operations/Quality Assurance Craig Evans, Chief Information Officer Victoria Gonzales, Vice President, Human Resources Tim McIntyre, Senior Vice President, General Counsel Matthew Craig, Senior Vice President, Eastern Region Curt Crockett, Vice President, California Region James Soto, Vice President, Metro Region Jason Shultz,Vice President, Western Region Jeffrey Higgins, Vice President, Integrated Absence Management Mary Ann Lubeskie, Vice President, Managed Care Pamela Guiles, Vice President, Medical Management THOMAS J.VEALE, Founder and President Mr. Veale founded TRISTAR Insurance Group in Los Angeles in 1987 to handle claims and other management functions for Meridian Insurance Company. Mr. Veale has been the driving force behind the expansion of TRISTAR Insurance Group from a local, specialized TPA with revenues of under $1million to the largest privately held TPA in the United States, with nearly 1,000 employees and over $100 million in revenue. Today, TRISTAR provides claims and managed care programs for workers' compensation, integrated absence management, full line group health benefits, general, automobile and professional liability, as well as specialized lines. Mr. Veale is actively involved in TRISTAR's day-to- day management, overseeing strategic business management, mergers and acquisitions, client relations, as well as operational and financial consulting for many self-insured and captive insured clients. While building TRISTAR, Mr. Veale was also President and Chief Executive Officer of Meridian Insurance Company, Ltd.from 1987 to 1999. During that time, he led the transformation of Meridian from a single insured captive insurance company with less than $1 million of surplus to a third party reinsurer with surplus approaching $100 million. During his tenure, Meridian insured or reinsured fifteen insured programs covering diverse risks including medical malpractice, workers' compensation, auto / general liability and property. TRISTAR provided customized underwriting, loss control, treasury and claims management programs to Meridian to ensure combined ratios well below industry average for each line of business. During Mr. Veale's leadership, investment management was provided by four large equity investment management firms. Prior to founding TRISTAR, Mr. Veale was a Vice President of Topa Insurance Company, Director of Financial Reporting for Transamerica Insurance Company and an accountant with Western Employers Insurance Company. TRS Page 174 transforming risk into opportunity' Page 406 of 1324 Statement of Qualifications Background and Experience of Principal Personnel and Officers Mr. Veale is a member of the National Insurance Industry Council, and Founding Chairman of City of Hope's "Hoops for Hope" charity event. He is Chairman on the Executive Leadership Board of the University of Iowa College of Pharmacy, sits on the Board of Directors of the University of Iowa Foundation, and on the Advisory Council of Iowa Community Pharmacy Network. He is also a member of various industry associations including but not limited to: Risk and Insurance Management Society (RIMS), American Society of Healthcare Risk Managers (ASHRM), Insurance Accounting and Systems Association (IASA), and National Business Aviation Association (NBAA). Mr. Veale graduated from the University of Iowa with a BBA in Accounting and Computer Science, and obtained a MBAfrom Loyola Marymount University. DENISE L. COTTER, C Senior Vice President, Chief Financial Officer Ms. Cotter oversees TRISTAR's the Financial, Human Resources and Information Technology departments. She is a certified public accountant in the state of California, who started her career with KPMG Peat Marwick. She left public accounting as an audit manager of several fortune 500 insurance clients. She manages TRISTAR's financial reporting and trust accounting units. Prior to joining TRISTAR, Denise served as Vice President and Chief Financial Officer of Carnegie Holdings, a managing general agent and third party claims administrator. During her tenure at Carnegie, Ms. Cotter established a California domiciled insurance company to underwrite non-standard auto risks. Prior to Carnegie, Denise served as the Chief Financial Officer of Five Star Insurance Company in Irvine. Ms. Cotter is a member of American Institute of Public Accountants, graduated from California State Polytechnic University, San Luis Obispo—BA Business Administration with an emphasis Accounting. JOSEPH CLAD LI ,Senior Vice President, Marketing Sales Mr. McLaughlin oversees the marketing programs for the TRISTAR Companies. Prior to joining TRISTAR, Mr. McLaughlin served as the National Sales Director for Qmedtrix Systems, Inc., a leading cost containment company for workers'compensation. Mr. McLaughlin was also co-owner of Self-Insured Management Services, Inc. (now Pinnacle Risk Management),and then the largest privately held TPA in the Northwest. In addition, Mr. McLaughlin served as the Western Division Sales Director for Alexsis Risk Management Services opening offices in Portland,Oregon, Seattle, Spokane,and San Francisco. A graduate of Michigan State University, Mr. McLaughlin served on the Board of TRISTAR Insurance Group from 2001-2006 and has been in his current role for more than eight years. JIM KERR,Vice President,Claims Operations and QualityAssurance Mr. Kerr reports directly to the President, and is responsible for helping to ensure quality and consistency of claims management throughout the TRISTAR branch offices. His department evaluates client claims administration, coordinates ancillary service programs, and develops corporate training manuals, provides claim system training, regulatory reporting and more. Mr. Kerr oversees all audit and corporate training programs and is instrumental in development and enhancement of our proprietary electronic paperless system in conjunction with automated workflow processes. TRS Page 175 transforming risk into opportunity' Page 407 of 1324 Statement of Qualifications Background and Experience of Principal Personnel and Officers His team acts as the liaison between the branch claims operations and the IT department and to ensure the delivery of high quality claims management and excellent customer service to all of TRISTAR's clients. Mr. Kerr has over 25 years of experience in the Insurance and Claim Management industry. He has worked in many levels of claims management from Examiner to Chief Operations Officer. He is responsible for helping to ensure operations delivers the best possible results for all of our customers. Mr. Kerr started his career as a claims examiner for Liberty Mutual Insurance in 1986. He graduated from Diablo Valley College with an Associates of Arts degree, and obtained a Bachelor of Arts in 1985 from the San Francisco State University. Mr. Kerr maintains a Self-Insurance Plans Certificate from the State of California. CRAIG ,Vice President, Chief Information icer of information Technology Mr. Evans is responsible for the management of all computer operations at TRISTAR; including network and computer support, software application training, database administration, and coordination of all data conversions and interfaces. As CIO, he establishes corporate strategic plans and objectives with other senior managers. He directs activities of a broad functional area through several department managers and directors. His overall responsibilities include planning, budgeting, implementing, maintaining costs and methods. He performs capacity planning and proactive monitoring on all mission critical applications and infrastructure components. Mr. Evans is a versatile and results oriented Technology Executive with the ability to create and implement strategic visions and plans that drives revenue, obtains outstanding cost reductions, and operational efficiencies while improving company profitability. He has 20+ years progressive experience as a business and technology leader aligning and leveraging technology in diverse industries including Internet Services, E-Commerce, Computer Software, Telecommunications, Software, Computer Services and Healthcare and Property Casualty Third Party Administration. He has demonstrated success leading small and large organizations while building and directing highly effective organizations across the U.S. Prior to joining TRISTAR, Mr. Evans served as Chief Information Officer for Keenan Companies, managing their network operations; and as Project Manager for Toyota Motor Sales North American Parts Operations division. Mr. Evans has been with TRISTAR since 2005. VICTORIA L ,Vice President, Human Resources Ms. Gonzales is a progressive senior leader with over twenty-five (25) years of experience in a variety of industries, including finance, healthcare, service, manufacturing, and technology, both public and private sectors. Ms. Gonzales is responsible for strategic human resource leadership, supporting 30 branch offices, 1,000 employees, and our internal recruiting division throughout the country. She is empowered with responsibilities that include a staff of nine managing a payroll of $50 million in 33 states with a budget of over$600,000. Ms. Gonzales has proven record of accomplishment of success in combining in-depth understanding of values-driven relationship management with extensive technical knowledge. Prior to joining TRISTAR, she was the Human Resources Manager and Corporate Training Officer at Fujitsu Ten Corp of America, and worked for Anaheim Convention Center, Bank of America, and UC Irvine Medical Center. TRS Page 176 transforming risk into opportunity' Page 408 of 1324 Statement of Qualifications Background and Experience of Principal Personnel and Officers Ms. Gonzales earned a Masters of Human Resources and Organizational Development from the University of San Francisco, pursued graduate studies in Counseling, and obtained a Bachelors of Arts in Psychology. She maintains a Senior Profession of Human Resources certification (SPHR). Ms. Gonzales has been with TRISTAR since 2012. TIM MCINTYRE, Senior Vice President, General Counsel Mr. McIntyre has held senior legal positions for more than 25 years in several major insurance companies and service organizations. Prior to TRISTAR, Tim joined REM in 1995 as Assistant Vice President—Legal and was Associate General Counsel. Mr. McIntyre is admitted to practice in the state and federal courts of New York and New Jersey. He is a member of the American Bar Association, New York and New Jersey State Bar Associations, and several local and national professional organizations. He holds an M.A.from Fordham University and a J.D.from Brooklyn Law School. MATTHEW CRAIG, Senior Vice President, Eastern Region Mr. Craig has over 30 years of claims, underwriting, third party claims administration sales, and other insurance-related experience. Mr. Craig's primary responsibilities include national field claims operations and claim service delivery, management and oversight of service network to adhere to budget requirements, and to ensure compliance with best practices, carrier, and regulatory requirements. Other responsibilities include policy development, executive account management, and senior management strategic planning and business development. In his tenure at TRISTAR, Mr. Craig has also been responsible for sales and development of new business opportunities. Additionally, he has been responsible for overseeing the account management team responsible for customer service and program management. He works with the branch claims operations and managed care division, the IT department and finance department to ensure the delivery of high quality claims management and excellent customer service to all of TRISTAR's clients. Prior to his current position, he served as Vice President, Major Accounts for The Home Insurance Company. In that role, he was responsible for management of TPA vendor relations and client service, including claim account management. Prior to The Home, Mr. Craig was the New York City Claim Manager at CIGNA. Mr. Craig attended Fordham University and the College of Insurance. CURTIS CROCKETT,Vice President, Regional Manager, California Mr. Crockett has 30 years of insurance and claims administration experience, including more than 20 years with TRISTAR. He is responsible for seven California branch claim offices, encompassing over 300 employees. He is directly accountable for technical quality and compliance, financial planning, and administrative management of each operation. His expertise in staffing, benchmarking, industry best practices, claim systems, loss cost analysis, client management, and strategic corporate organization helps ensure successful customer program outcomes. Mr. Crockett is widely involved in client relations, including accountabilities as an Executive sponsor for a number of high profile accounts. Client-service driven with outcome-based performance goals, Mr. Crockett demonstrates highly skilled leadership abilities that benefit TRISTAR and its customers. TRS Page 177 transforming risk into opportunity' Page 409 of 1324 Statement of Qualifications Background and Experience of Principal Personnel and Officers Mr. Crockett's insurance career began in 1987 for Allstate Insurance as a claims adjuster. He has held numerous positions at TRISTAR including claims supervisor and branch manager. In 2007, he was promoted to a Vice President-Regional Manager. Mr. Crocket maintains an IEA Certification in Workers' Compensation, and a California Self-Insurance Administrator (SIP Certification). He graduated for the University of California with a B.A., in Economics in 1987. JAMES ST ,Vice President, Regional Manager, Metropolitan Region Mr. Soto has over 30 years of experience. He specializes in oversight of large, complex, client-specific operations programs. He is responsible for the operations of four dedicated workers' compensation offices ranging from 20-80 employees each, servicing the County of Los Angeles, the City of Los Angeles Police Department, and the State of Illinois. Prior to his promotion to Vice President, Regional Manager, James served as the Branch Manager for the TRISTAR office dedicated to the City of Los Angeles. Mr. Soto's prior experience included responsibilities as an Assistant Vice President for Cambridge Integrated Services, and as an Assistant Vice President for Sedgwick CMS managing the Pasadena and Ontario offices. James was also National Corporate Director of Workers' Compensation for Safeway, Inc. as well as a Risk Management Director for that company in the Denver region. His extensive California experience in managing both public entities and corporate accounts is supplemented by his management of both non-California Workers' Compensation programs and liability programs. Mr. Soto is also a published author of several articles on Workers' Compensation and was the managing editor of a magazine specializing in California Workers' Compensation. He is a graduate of UC San Diego and is California SIP certified. JASON M. SHULTZ,Vice President, Regional Manager, Western Region Mr. Shultz has over thirty (30) years of insurance and claims administration experience. He is responsible for ten (10) claim offices covering a multi-state geographical territory including AK, AZ, CO, ID, IA, IL, IN, KS, MI, MO, MT, MN, NM, NE, NV, OK, OR, SD, UT, WA, WI, WY, encompassing over sixty- five employees. Mr. Schultz provides oversight for public entity accounts and national accounts headquartered in respective jurisdictions. He is directly accountable for technical quality and compliance,financial planning, and administrative management of each operation. Prior to his recent promotion to Vice President, as a Branch Manager at TRISTAR Insurance Group for over eleven (11) years, his duties included management of supervisors, claims staff, preparing and managing annual territory budget, developing and maintaining good working relationships with both existing and new clients, preparing extensive and complex reports to clients and state agencies. Mr. Shultz was responsible for hiring and termination decisions, preparation of payroll information and monitoring client trust accounts to ensure adequate funding of self-insured programs. From 1992 to 2004, Mr. Shultz worked for Wear & Wood in a variety of positions including the Vice President of Claims. Starting his career in 1987 as a claims examiner, Mr. Shultz is a great resource for all of our clients in achieving successful outcomes. His experience includes field investigation for Zenith Insurance Company. He maintains a Self-Insurance Administrator Certificate for Self-Insurance Plans for the State of California and a Workers Compensation Claims Administration Certificate from Insurance Educational Association, and is published in industry related publications including topics such as premium fraud. He is a highly-rated instructor for Insurance Educational Association. Mr. Schultz has excellent leadership skills and is an asset to the organization and its clientele. TRS Page 178 transforming risk into opportunity' Page 410 of 1324 Statement of Qualifications Background and Experience of Principal Personnel and Officers JEFFREY A. HIGGINS, ,Vice President, Integrated Mr. Higgins is a national absence management specialist with over twenty years in the industry. He is responsible for the overall growth and profitability and client retention for the TRISTAR absence management and disability program services. He is a renowned subject matter expert in Voluntary Plans, Short Term Disability Plans (insured and self-insured), Long Term Disability Plans, and all aspects of Federal and State Absence Management (FMLA) compliance, and has worked with private industry as well as the public sector. Prior to his current position, Mr. Higgins was responsible for operations including training, mentoring and overall performance guidance for FMLA and disability management personnel. His accountabilities included client satisfaction as it pertains to total absence management of their employees while they are off work either due to own illness, family illness, military leave and all other State and Federal Leave reasons. Mr. Higgins' responsibilities included oversight of disability benefit plans both insured, self-insured and state mandated disability plans including California plans with over dozens of Federal regulatory statutes, rules and procedures. For 14 years, Mr. Higgins worked for Keenan and Associates in a number of positions in the Leave of Absence and Intake Unit. Throughout his career Mr. Higgins held various sales and customer services positions for MIKASSA and AMP, Inc. including sales and operations for Total Pharmaceutical Care, a national home infusion organization. Following a nine year career in the United States Army as a Field Artillery Fire Direction Chief, and HF Radio Operator/Teletype Operator, Mr. Higgins studied Sociology at the University of Maryland, and through Insurance Education Association (IEA) maintains a Certified Professional in Disability Management(CPDM) designation. MARY ANN LUBESKIE, ,Vice President of ManagedCare Operations Ms. Lubeskie is responsible for the operations of TRISTAR Managed Care, including medical management and wellness, medical bill review, medical provider networks and pharmacy benefit management, call center operations and all medical vendor activity. Ms. Lubeskie has over 26 years of experience within the Property and Casualty industry and has significant experience in workers' compensation, auto and general liability, as well as group benefits. She has led the Medical Programs department for a major insurer, and has experience in leading TPA oversight and operations with two major carriers. Ms. Lubeskie earned her Master's Degree in Business Administration from Lewis University and her Bachelors of Science in Nursing from the University of Delaware. She continues to hold her Registered Nursing License. In 2015, Ms. Lubeskie assumed the Vice President of Operations role with TRISTAR. Prior to joining TRISTAR, she held executive level positions at The Hartford and XL Catlin. PAMELAIL ,CPDM, CPHM,Vice President, Operations, Medical Management Ms. Guiles has more than 20 years of workers' compensation experience. In her current role, she oversees TRISTAR's national medical management, utilization review and wellness program operations, as well as the national call center claim reporting, claim inquires and telephonic nurse triage. TRS Page 179 transforming risk into opportunity' Page 411 of 1324 Statement of Qualifications Background and Experience of Principal Personnel and Officers She is responsible for all utilization plans for various jurisdictions required by regulatory agencies, and is responsible for the coordination of medical management with respect to the unique and integrated programs we have customized for our clients including workers' compensation, group health, and medical leave (occupational and non-occupational health). Ms. Guiles holds a degree in nursing and her clinical background includes emergency room/trauma nursing and occupational health for a large retail corporation. She has been in the workers' compensation field since 1992, and her background includes early intervention, multi-state utilization review,telephonic,field case management, and bill review. Prior to joining TRISTAR in 2001, Ms. Guiles served as the Med Check Manager with CorVel Corporation in Los Angeles and a Case Management Supervisor for ReviewCo/ECS. Ms. Guiles graduated from the Chapman College, Institute of Medical Studies, Nursing. TRS Page 180 transforming risk into opportunity' Page 412 of 1324 Statement of Qualifications Representative Client List (Cmnfidentia|) The list included herein represents a selection of TRISTAR's public entity clients across the United States. In addition to public entities, TR|STAR serves private entities, insurance companies, programs, alternative risk funds, and more. Adams County CO Eagle Pass Independent School District Beaverton School District OR Edinburg Consolidated Independent School District Bexar County Fort Worth Independent School District Bonner County Idaho Fresno County Office of Education Bossier City, LA Harlandale ISD Hidalgo County Bossier Sheriff Department Brownsville ISD Irving Independent School District Campbell Union School District Chula Vista Elementary School District Judson Independent School District City of Beaverton OR Lake County, FL ity of Dallas Lake Elsinore Unified School District I City of Del Mar Lamar Consolidated Independent School District City of Edinburg Larimer County CO City of Grand Junction CO Long Beach Unified School District CA ity of Hillsboro OR Maricopa County Community College District I City of Houston Mesa County Co ity of Imperial Beach North Clackamas School District OR City of Irving North County Transit District City of Los Altos Northern Colorado School Districts(NOCO) City of Los Angeles Police Department Pflugerville Independent School District ity of McAllen Pima County I City of Merced Porto�Portland City of Orem UT Richardson Independent School District City of Peoria AZ Robstown Independent School District Richardson Salt Lake School District City of Roseville San Diego Metropolitan Transit System ity of San Antonio I San Joaquin County I I City of Solana Beach San Jose Unified School District City of South San Francisco Santa Clara County Office of Education City of Sunnyvale Santa Clara Valley Transportation Authority(VTA) ity of Tempe Sharyland Independent School District I City of Tucson South Eastern Pennsylvania Transportation Authority(SEPTA) ity of Yuma Spokane Transit Authority Collin County t�te'of Illinois ------------------------------------------------ Colorado Special Districts Pool I University of Idaho County of Marin CA University of Wyoming Dallas County Community College District VIA Metro Transit Webb County Dallas Independent School District Dayton Public Schools 11 Weslaco Independent School District Deep East Texas Self Insurance Fund Yuma County Detention Center Page | 81 �� N �� ~ " risk into opp#rtunity' Page 413Of1324 TRISTAR Public Entity References REFERENCES FOR TRISTAR Risk Enterprise Management, Inc. (NAME OF FIRM) "k 1;' 1,1 1,l 1,l 1,l 1,1 1l 1,L 1,l 1,l 1,l 1,l 1,1 1,1 1,1 1,1 1,1 1,1 t, Company Name: Lake County, Florida Address: 315 W. Main Street Tavares, FL 32778 Contact Name: Barbara Perry, Risk & Benefits Manager Phone: Fax: E-Mail: 352-343-9769 bperry@lakecountyfl.gov "k 1;' 1,l 1,l 1,l 1,l 1,1 1l 1,L 1,l 1,l 1,l 1,l 1,1 1,1 1,1 1,1 1,1 1,1 t, Company Name: Bexar County Address: 101 West Nueva San Antonio, TX 78205 Contact Name: Seth McCabe, Director, Budget & Finance Phone: Fax: E-Mail: 210-335-3962 smcabe@bexar.org 1/yl. 1;' 1,l 1,l 1,l 1,l 1,1 1l 1,L 1,l 1,l 1,l 1,l 1,1 1,1 1,1 1,1 1,1 1,1 t, Company Name: Collin Count Address: 2300 Bloomdale Road #4117 McKinney, TX 75071 Contact Name: Erica Johnson, Risk Manager Phone: Fax: E-Mail: 972-548-4782 erjohnson@collincountytx.gov 1/yl. 1;' 1,l 1,l 1,l 1,l 1,1 1l 1,L 1,l 1,l 1,l 1,l 1,1 1,1 1,1 1,1 1,1 1,1 t, Company Name: Hidalgo County Address: 2818 S. Highway 281 Edingburg, TX 78539 Contact Name: Flora Vazquez, Director, Employee Benefits Phone: Fax: E-Mail: 956-318-2663 flora.vazquez@co.hidalgo.tx.us THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 35 COMPLETE AND ACCEPTABLE. e RFP No. 004-1710-19/IT F'aage814 of 1324 TRISTAR Private Entity References - with claims in Florida REFERENCES FOR TRISTAR Risk Enterprise Management, Inc. (NAME OF FIRM) 1"\ 1;' 1,1 1,l 1,l 1,l 1,1 1l 1,L 1,l 1,l 1,l 1,l 1,1 1,1 1,1 1,1 1,1 1,1 t, Company Name: Exide Technologies Address: 13000 Deerfield Parkway, Building 200 Milton, GA 30004 Contact Name: Pin Kuo or Maria Babcock Phone: 678-566-9234 (Mr. Kuo) Fax: E-Mail: pin.kuo@exide.com 678-556-9359Ms. Babcock maria.babcock@na.exide.com l�\ '�;' 1,l 1,l 1,1 1,1 1,1 11 1,L 1,l 1,l 1,l 1,l 1,1 1,l 1,l 1,l 1,l 1,l t, Company Name: Terminix Address: P.O. Box 2587 Fayetteville, NC 28302 Contact Name: Jim Haugh, President Phone: Fax: E-Mail: 910-689-0550 jim@insect.com "k 1;' 1,l 1,l 1,l 1,l 1,1 1l 1,L 1,l 1,l 1,l 1,l 1,1 1,l 1,1 1,1 1,1 1,1 t, Company Name: Nilfisk, Inc. Address: 9435 Winnetka Avenue, North Brooklyn Park, MN 55445 Contact Name: Mr. Chris McCullough Phone: Fax: E-Mail: 763-745-3680 chris.mccullough@nilfisk.com l/yl. 1;' 1,l 1,l 1,l 1,l 1,1 1l 1,L 1,l 1,l 1,l 1,l 1,1 1,l 1,1 1,1 1,1 1,1 t, Company Name: Address: Contact Name: Phone: Fax: E-Mail: THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 35 COMPLETE AND ACCEPTABLE. e RFP No. 004-1710-19/IT Page8415 of 1324 Kevin Cothron References REFERENCES FOR TRISTAR Risk Enterprise Management, Inc. (NAME OF FIRM) ""k '\;' 1,1 1,l 1,l 1,l 1,l 1l 1,L 1,l 1"l 1,l 1,l 1,1 1,`. 1,l 1,l 1,l 1,l t, Company Name: Leon County Schools Address: 2757 West Pensacola Street Tallahassee, FL 32304 Contact Name: Janet Heath, Risk Manager Phone: Fax: E-Mail: 850-487-7113 HeathJ@LeonSchools.net "k 1;' 1,l 1,l 1,l 1,l 1,1 1l 1,L 1,l 1"l 1,l 1,l 1,1 1,l 1,1 1,1 1,1 1,1 t, Company Name: City of Orlando, Florida Address: 400 S. Orange Avenue Orlando, FL 32802 Contact Name: Raymond Scullian, Manager Phone: Fax: E-Mail: 407-246-3343 Raymond.Scullian@cityoforlando.net l/yl" 1;' 1,l 1,l 1,l 1,l 1,l 1l 1,L 1,l 1"l 1,l 1,l 1,1 1,1 1,1 1,1 1,1 1,1 t, Company Name: Address: Contact Name: Phone: Fax: E-Mail: "¢1" "' 1;' 1,l 1"l 1,l 1"l 1,l 1l 1,L 1,l 1"l 1"l 1"l 1,1 1,l 1,1 1,1 1,1 1"1 Company Name: Address: Contact Name: Phone: Fax: E-Mail: THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 35 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT e Page84416 of 1324 ANTI-KICKBACK AFFIDAVIT STATE OF CALIFORNIA SS COUNTY OF LOS ANGELES 1, the undersigned hereby duly sworn, depose and say that no portion of the sum herein submitted will be paid to any employees of the City of Boynton Beach as a commission, kickback, reward of gift, directly or indirectly by me or any member of my firm or by an officer of the corporation. By,__ ,4M E:t_-_ GNATURE Sworn and subscribed before me this day of October 20 18 Printed Information:. Thomas J, Veale NAME President TITLE NOTARY PUBLIC, State of California at Large TRISTAR Risk Enterprise Management, Inc. COMPANY NANCY J.HENDERSON Notary Public-Califomra 7 Los Angeles County L Commission#2240773 my Comm.Expires Wray 30,2022 Ww "OFFICIAL NOTARY SEAL" STAMP THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 36 COMPLETE AND ACCEPTABLE. RFP No.004-1710-1911T Raae P Page 41,17 of 1324 NON COLLUSION AFFIDAVIT State of California County of Los Angeles Thomas j. Veale being first duly sworn, deposes and says that: 1) He/She is President of TRISTAR Risk Enterprise Management, Inc., the qualifier (Title) (Name of Corporation or Firm) who has submitted the attached RFP No. 004-17110-1911T for THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS 2) He/She is fully informed respecting the preparation and contents of the attached submittal and of all pertinent circumstances respecting such submittal; 3) Said RFP is genuine and is not a collusive or sham RFP; 4) Further, the said qualifier nor any of its officers, partners, owners, agents, representatives, employees or parties in interest, including this affiant, has in any way colluded, conspired, connived or agreed, directly or indirectly with any other qualifier, firm or person to submit a collusive or sham RFP in connection with the Contract for which the attached RFP has been submitted or to refrain from bidding in connection with such Contract, or has in any manner, directly or indirectly, sought by agreement or collusion or communications or conference with any other qualifier, firm or person to fix the price or prices in the attached RFP or of any other qualifier, or to fix any overhead, profit or cost element of the RFP price or the RFP price of any other qualifier, or to secure through any collusion, conspiracy, connivance or unlawful agreement any advantage against the City of Boynton Beach or any person interested in the proposed Contract; and 5) The price or prices quoted in the attached bid are fair and proper and are not tainted by any collusion, conspiracy, connivance or unlawful agreement on the part of the qualifier or any of its agents, representatives, owners, employees, or parties in int �rjnclucling this affiant, (Signed} t..... (Title) President Subscribed and sworn to before me This ---)-3 day of October18 NANCY J.HENDERSON Notary Public California Los Angei es C 0 Un t Y - m, Commission#22410773 My commission expires my Comm.Expu My 3U,2022 r "Jew THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/1T Rciae 86. Page 418 of 1324 CONFIRMATION OF MINORITY OWNED BUSINESS A requested form to be made a part of our files for future use and information. Please fill out and indicate in the appropriate spaces provided which category best describes your company. Return this form with your bid proposal sheet making it an official part of your bid response. Is your company a Minority Owned Business ? X Yes No If Yes, please indicate by an "X" in the appropriate box: ( ) AMERICAN INDIAN ( ) ASIAN ( ) BLACK ( ) HISPANIC ( ) WOMEN ( ) OTHER (specify) ( ) NOT APPLICABLE Do you possess a Certification qualifying your business as a Minority Owned Business? YES NO X If YES, Name the Organization from which this certification was obtained and date: Issuing Organization for Certification Date of Certification THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 38 COMPLETE AND ACCEPTABLE. e RFP No. 004-1710-19/IT Page8� 19 of 1324 CONFIRMATION OF DRUG-FREE WORKPLACE IDENTICAL TIE SUBMITTALS Preference shall be given to businesses with drug-free workplace programs. Whenever two or more submittals which are equal with respect to price, quality, and service are received by the City of Boynton each or by any political subdivision for the procurement of commodities or contractual services, a submittal received from a business that certifies that it has implemented a drug-free workplace program shall be given preference in the award process. Established procedures for processing tie submittals will be followed if none of the tied Professionals have a drug-free workplace program. In order to have a drug-free workplace program, a business shall: 1) Publish a statement notifying employees that the unlawful manufacture, distribution, _A: dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2) Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3) Give each employee engaged in providing the commodities or contractual services that are under submittal a copy of the statement specified in subsection (1). 4) In the statement specified in subsection (1), notify the employee that, as a condition of working on the commodities or contractual services that are under submittal, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of Chapter 893 or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than 5 days after such conviction. 5) Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee's community by, any employee who is so convicted. 6) Make a good faith effort to continue to maintain a drug-free workplace through implementation of this section. As the person authorized to sign the statement, I certify that this firm complies fully with thea ogre requirements. �7 X� Profe#onal's Signare THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 39 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 88 Page 420 of 1324 PALM BEACH COUNTY INSPECTOR GENERAL ACKNOWLEDGMENT The Respondent is aware that the Inspector General of Palm Beach County has the authority to investigate and audit matters relating to the negotiation and performance of this contract, and In furtherance thereof may demand and obtain records and testimony from the Contractor and its subcontractors and lower tier subcontractors. The Respondent understands and agrees that in addition to all other remedies and consequences provided by law, the failure of the Contractor or its subcontractors or lower tier subcontractors to fully cooperate with the Inspector General when requested may be deemed by the municipality to be a material breach of this contract justifying its termination. TRlSTAR Risk Enterprise Management, Inc. CONTRACTOR NA E r� By Title: Director of Sales Date: 10/31/2018 THIS PAGE TO BE SUBMITTED FOR PROPOSAL To RE CONSIDERED 40 COMPLETE ACCEPTABLE. RFP No. 004-1710-19/IT Page 89 Page 421 of 1324 CITY OF BOYNTON BEACH LOCAL BUSINESS STATUS CERTIFICATION 1, Thomas J. Veale , the President of (Name of officer of company) (Title of officer of company) TRISTAR Risk Enterprise Management, Ina, located at 100 ocean_qate, SOe 700, Long_Beach, CA 9080 (Name of Corporation/Company) (Business Address) Certify that l am an authorized representative of the business and, on behalf of the Business, request that it be deemed to be a local business for purposes of the City of Boynton Beach Local Preference Program, Answering yes to Question 1 and Question 2 below will qualify the business as a local business. In support of this request, I certify the following to be true and correct: NAME OF BUSINESS: TRISTAR Risk_Enterprise=Mjn�aement, Inc. 1. Is the business located within the City limits YES NO Number of Years: of Boynton Beach, Florida? X 2. Does the business have a business tax YES NO Business License receipt issued in the current year? Number: 3. is the business registered with the Florida YES NO Division of Corporations? X I understand that misrepresentation of any facts in connection with this request may be cause for removal from the certified local business list. 11 also agree that the busi required s is ec .red to notify the City in writing should it cease to qualify as a local b,usineW. Print Name: Thomas J. Veale ISignature- 0 ***FOR PURCHASNG USE ONLY*** Business License Year Established: �c ctive. Verified by: Date: THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 41 COMPLETE AND ACCEPTABLE. RFP No-004-1710-19/1T P-aae 90- Page 422 of 1324 CERTIFICATION PURSUANT TO FLORIDA STATUTE § 287.135 I, Jimmy Dyer, Director of Sales , on behalf of TRISTAR Risk Enterprise Management, Inc.certlfy Print Name and Title Company Name that TRISTAR Risk Enterprise Management, Inc. does not: Company Name 1. Participate in a boycott of Israel; and 2. Is not on the Scrutinized Companies that Boycott Israel List; and 3. Is not on the Scrutinized Companies with Activities in Sudan List; and 4. Is not on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List; and 5. Has not engaged in business operations in Syria. Submitting a false certification shall be deemed a material breach of contract. The City shall provide notice, in writing, to the Contractor of the City's determination concerning the false certification. The Contractor shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false certification was made in error. If the Contractor does not demonstrate that the City's determination of false certification was made in error then the City shall have the right to terminate the contract and seek civil remedies pursuant to Florida Statute § 287.135. Section 287.135, Florida Statutes, prohibits the City from: 1) Contracting with companies for goods or services in any amount if at the time of bidding on, submitting a proposal for, or entering into or renewing a contract if the company is on the Scrutinized Companies that Boycott Israel List, created pursuant to Section 215.4725, F.S. or is engaged in a boycott of Israel; and 2) Contracting with companies, for goods or services over $1,000,000.00 that are on either the Scrutinized Companies with activities in the Iran Petroleum Energy Sector list, created pursuant to s. 215.473, or are engaged in business operations in Syria. As the person authorized to sign on behalf of the Contractor, I hereby certify that the company identified above in the section entitled "Contractor Name" does not participate in any boycott of Israel, is not listed on the Scrutinized Companies that Boycott Israel List, is not listed on either the Scrutinized Companies with activities in the Iran Petroleum Energy Sector List, and is not engaged in business operations in Syria. I understand that pursuant to section 287.135, Florida Statutes, the submission of a false certification may subject the company to civil penalties, THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 42 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT e Page9423 of 1324 attorney's fees, and/or costs. I further understand that any contract with the City for goods or services may be terminated at the option of the City if the company is found to have submitted a false certification or has been placed on the Scrutinized Companies with Activities in Sudan list or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, TRISTAR Risk Enterprise Management,Inc. COMPANY NAME Si/GNATUF Jim my Dver Director of Sales PRINT NAME TITLE THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 43 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/1T Page 92 Page 424 of 1324 c: 0 E a) z wo 0 cu 75 z ml 0 0 0 a) cn WE *. w 2! 0 - z 46 E 2 'a (D 0 4- m 0 C a a) —1 w — 3: 10 -6 .2 '00 a)E 0 0) 6-1 cu c: E 0 4. 0 � � � ® c"a !E a) z CL z 0 E uj r_ rcu a) a) 0 E CL 0 E cu r- us 3 13 ® 0 jL K(D w .2 a) z z -2 0 0 rn U U. CL c: 0 to z 2, 0 0 10 c c; U) 0 .2 0 z n- 0 0 A [L U) L) E < 0 r -0 Z5 w 00 cu 0- co 0 .- cS' w C; 0 0 U) =3 u u LL. 6 c: 0 z z 0 0 M -0 CL CO u UIL uj U- (n -a CL—0 U) m E z 0 Z E m < V r 0 LU PA '® 8)) w 0 ca L, P- 0 Lu a) m co LU E C -j 9L L) -2 0 tm E cn OZ 0 1- 0 L- Lu 0 �t 0 u F- 0 LL .2 6 U) 0- - 0 z —6 (D w—® 0 0 U) 0 . 0 W 0 a) 0 cnas m 0W to 0 0 fffl CL co a) .0 a) a) 0 > 0 09 0 60 O m m U) cO- 2M- -0 U) E tu :t- M 0 0 0 E M ® -6 a> 0 = 0 m42 U) 0 E Uj 0 0 m 0) a CL 0 = M 70 W 0 0 w c: 70 m 0 t .- -0 0 ?A a) E 0 %- IZI I . . . . . . CCU 12 — 0 z c: r- 0 0 0 0 0 U) 0 0 r_) Page 93 Page 425 of 1324 Page 426 of 1324 Exhibits A. W-9 Form B. Qualified Servicing Entity Documentation C. TRISTAR Connect Overview and Screen Prints TRISTAR' Page 167 transforming risk into opportunity' Page 427 of 1324 4 TRISTAR Exhibit A : TRISTAR W-9 Form W111111111119 Request for Taxpayer Give Form to the (Rev.November 2017) Identification Number and Certification requester.Do not Department of the Treasury send to the IRS. Internal Revenue Service b-Go to www.irs.gov/FormW9 for instructions and the latest information. I Name(as shown on your income tax return).Name is required on this line;do not leave this line blank. TRISTAR Risk Enterprise Management, Inc. 2 Business name/disregarded entity name,if different from above � 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1 Check only one of the 4 Exemptions(codes apply only to M following seven boxes. certain entities,not individuals;see CU CL instructions on page 3). C 0 F1 Individual/sole proprietor or 2 C Corporation F-1 S Corporation 0 Partnership E Trust/estate 0 single-member LLC 4i r- Exempt payee code(if any) Q, 0 -4.- f_1 Limited fiability company.Enter the tax classification(C-C corporation,S=S corporation,P=Partnershlp}11. G Note.Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check Exemption from FATCA reporting LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC Is C another LLC that is not disregarded from the owner for U.S.federal tax purposes.Otherwise,a single-member LLC that code(if any) (L is disregarded from the owner should check the appropriate box for the tax classification of its owner, E] Other(see instructions)P tAPph_ -amt.1-dWd.th.US,) (A 5 Address(number,street,and apt.or suite no.)See instructions. Requester's name and address(optional) co 0 a) 100 Oceangate,Suite 700 6 City,state,and ZIP code Long Beach,CA 90802 7 List account number(s)here(optional) IM]3 _Taxpayer Identification Number(TIN) Enter your TIN in the appropriate box.The TIN provided must match the name given on line 1 to avoid Social security number backup withholding.For individuals,this is generally your social security number(SSN).However,for a resident alien,sole proprietor,or disregarded entity,see the instructions for Part 1,later.For other entities,it is your employer identification number(EIN).If you do not have a number,see How to get a TIN, later. or Note.,If the account is in more than one name,see the instructions for line 1.Also see What Name and Employer identification number Number To Give the Requester for guidelines on whose number to enter. 13MCertification Under penalties of perjury,I certify that: 1.The number shown on this form is my correct taxpayer identification number(or I am waiting for a number to be issued to me);and 2.1 am not subject to backup withholding because:(a)I am exempt from backup withholding,or(b)I have not been notified by the Internal Revenue Service(IRS)that I am subject to backup withholding as a result of a failure to report all interest or dividends,or(c)the IRS has notified me that I am no longer subject to backup withholding;and 3.1 am a U.S.citizen or other U.S.person(defined below);and 4.The FATCA code(s)entered on this form(if any)indicating that I am exempt from FATCA reporting is correct. Certification instructions.You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return.For real estate transactions,item 2 does not apply.For mortgage interest paid, acquisition or abandonment of secured property,cancellation of debt,contributions to an individual retirement arrangement(IRA),and generally,payments other than interest and dividends,you are not required to sign the certification,but you must provide your correct TIN.See the instructions for Part 11,later. Sign Signature of Here I U.S.person 1► L-4-L—'L Dale 10- General Instructions •Form 1099-DIV(dividends,including ose f om stocks ar mutual funds) Section references are to the Internal Revenue Code unless otherwise *Form 1099-MISC(various types of income,prizes,awards,or gross noted. proceeds) Future developments.For the latest information about developments -Form 1099-B(stock or mutual fund sales and certain other related to Form W-9 and its instructions,such as legislation enacted transactions by brokers) after they were published,go to wwwJrs,gov1FormW9. -Form 1099-5(proceeds from real estate transactions) Purpose of Form *Form 1099-K(merchant card and third party network transactions) An individual or entity(Form W-9 requester)who is required to file an -Form 1098(home mortgage interest),1'098-E(student loan interest), information return with the IRS must obtain your correct taxpayer 1098-T(tuition) identification number(TIN)which may be your social security number -Form 1099-C(canceled debt) (SSN),individual taxpayer identification number(ITIN),adoption - Form 1099-A(acquisition or abandonment of secured property) taxpayer identification number(ATIN),or employer identification number Use Form W-9 only if you are a U.S.person(including a resident (EIN),to report on an information return the amount paid to you,or other alien),to provide your correct TIN, amount reportable on an information return.Examples of information returns include,but are not limited to,the following, ff you do not return Form N-9 to the requester with a TIN,you might •Form 1099-INT(interest earned or paid) be subject to backup withholding.See What is backup withholding, later. Cat.No.10231X Form W-9(Rev.11-2017) Page 429 of 1324 4 TRISTAR Exhibit B 'as Qualified Servicing Entity Documentation CHIEF FINANCIAL OFFICER JIMMY PATRONIS STATE,OF FLORIDA February 28, 2018 Ms. Denise Cotter CFO 2540 Route 130, Suite 109 Cranbury, NJ 08512 Re: Qualified Servicing Entity Annual Report TRISTAR Risk Enterprises Management, Inc. Dear Ms. Cotter: The Qualified Servicing Entity Annual Report Form for your company has been received. I have reviewed this report and found that your company is in compliance with Rule Chapter 69L-5.230(11) F.A.C. (Retaining Authorization as a Qualified Servicing Entity). This letter will confirm that your company has been recertified for the period March 1, 2018 through February 28, 2019. Attached is a copy of Form DFS-F2-SI-23 (Qualified Servicing Entity Annual Report Form), to be used for future filing as we no longer mail the fonn prior to the due date. Also attached is a copy of Form DFS-F2-SI-19 (Certification of Servicing for Self-Insurers), this form is to be completed within thirty (30) days after entering into a contract for servicing. Your next annual report is due in our office no later than March 1,2019. Should you have any questions or need further assistance,please contact me at(850) 413-1784. rcerely, b id Dway Ma ning Insur ce A ministra or Attachments FLORIDA DEPARTMENT OF FINANCIAL SERVICES Dwayne Manning®Insurance Administrator Division of Workers'Compensation e Bureau of Financial Accountability 200 East Gaines Street• Tallahassee,Florida 32399-4221 e Tel.850-413-1784 6 Fax 850-414-2244 Email e Dwayne.Manning@Myfloridacfo.com AFFIRMATIVE ACTION • EQUAL OPPORTUNITY EMPLOYER Page 431 of 1324 4 TRISTAR Exhibit c so TRISTAR Connect Overview and Sample Reports CL 1— Ea CL CF— CL CL CL bb 0 -0 a �w E o S- �— fu CL arrrirrrrr�r N N E ca N N � N Ln (Y)4- v Ov � N N E_ o O 0 N •— U N c6 L O U N O a--+ N — •U N 0 cii O � c6 '� •N '� • 4-j E •— (1 N U � N a--+ G U U ate-+ N N O C6 C6 ClA — E N 0 N C: }' N ca Q cn E 'U 'N ateJ U C6 Q 'C6 Q L 4-JO vi — cn U c~ O � DC `n O Q ca N O � O co O cn Ln 0 -0 Q U O � +, N � ro� s Coca " >- •N- cNa ca CA rV O � M -0 U 4-J M a1 m o O �C oC ro w, Vi [ moon x. 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TRISTAR's system can produce more than 80 standard and ad hoc reports, including, but not limited to the following: Standard Reports List Actuarial: • CIPRA-CIPRA report with one row per claimant containing totals for each reserve category. • CIPRA Incident-CIPRA report with one row per incident containing totals for each reserve category. • CIPRA Workers' Compensations-Generate report that can be exported in Workers' Compensation Claims Reporting Format for CIPRA • Export EIA GL(1) EIA export report for general liability for loss in reserve category 1 • Export EIA GL(2) EIA export report for general liability for loss in reserve categories 1 and 2 • Export EIA WC EIA export report for worker's compensation Frequency Severity: • Claims by Body Part- Frequency of claims by body part • Claims by Body Part Group- Frequency of claims by Body Part Group • Claims by Cause- Frequency of claims by claim cause • Claims by Cause Group- Frequency of claims by cause group • Claims by Claimant Type- Frequency of Claims by Claimant Type Group • Claims by Day of Week • Claims by Incident Type- Frequency of claims by incident type. • Claims by Incident Type Group- Frequency of claims by incident type group • Claims by Nature of Injury- Frequency of claims by nature of injury. • Claims by Nature of Injury Group- Frequency of claims by nature of injury group. • Claims by Occupation - Frequency of claims by occupation. • Claims by Organizationl • Claims by Time of Day • Sharps Report General: • Claim Contact-Claim Contact Report • Claim Contact Model • Claim Contact Paid -Claim Contact Paid Report • Claim Contact Summary-Summary Report for Contacts associated with Claims • Claim Log-Claim log to be used by all lines of insurance. Examples of usage, examiner loading. • Claim Log Deductible Claim log deductible report • Claim Log Summary-Claim summary with financial totals as of a date • Claim Log Workers' Comp Summary-Claim summary financial report for Workers' Compensation. Page 469 of 1324 transforming risk into opportunity" • Claim Management Summary- Management summary including reinsurance reporting • Claim Status-Claim status for all lines of insurance • Claim Summary-Claim summary with financials for a time period. • Contact Total • Face Sheet Print • Fiscal Year Claim Summary- Fiscal Year Summary by Claim • Litigation Summary-Total legal expenses paid for a claimant • Notepad Print • Payment Print • Payment Print Alternate • Payment Total • Payment Void Total - Report on void and reversal payments. • Reserve Total • Safety Activity-Safety activity report • SIR Limit- List of Large Claims • Time Tracking Total • User Diary- List of diaries • Voucher Total Incident: • Claim Attorney Listing-Attorney listing for the claims • Fiscal Year Incident Summary- Fiscal Year Summary by Incident • Incident Litigation Summary-Show the legal paid and attorneys for an incident • Incident Log Deductible- Deductible due in period for an incident • Incident Log Summary- Log Summary Report by Incident • Incident Management Summary- Management Summary by Incident • Incident Status -Status Report by Incident • Incident Summary-Summary by incident • Vehicle Incident Log Loss Control: • Claim Lag Time- Lag Time Report for claims • Claim Log Loss days • Claims by Time of Day • Loss Triangle Payment Transactions -Ten-year payment Loss Triangle Report • Loss Triangle Payments • Loss Triangle Reserve Transactions-Ten year reserve Loss Triangle Report • Loss Triangle Reserves • Work Status Time Payment Processing: • AP Export Payments Generic • Monthly Financial Report • Bank Account Total - Bank Account Balance • Check Register-Check register for a specified payment run or time period Page 470 of 1324 transforming risk into opportunity" • Scheduled Payments • Unprocessed Payments • Voucher Print- Print of Vouchers for a specified time frame • Payment Total Bill Rev Reference Tables: • Body Part Listing- Body part listing report for reference. • Business Rule Listing • Claim Cause Listing-Claim cause listing report for reference. • Correspond Master Listing-Correspond listing report for reference. • Correspond SQL Listing- List of Correspond SQL for data retrieval • Incident Type Listing- Incident type listing report for reference. • Interface Definition Listing- Interface definition listing • Nature of Injury Listing- Nature of Injury listing report for reference. • Organization Listing-Organization structure listing report for reference. • Organization Listing: Level 1 & 2 - Report of Organization Level 1 items with associated level 2 items. • Organization Listing: Level 2 &3 - Report of Organization Level 2 items with associated level 3 items. • Organization Listing: Level 3 &4- Report of Organization Level 3 items with associated level 4 items. • Participation Listing • Payment Transaction Listing- Payment transaction listing report for reference. • Report Field Listing- Listing of all the fields used in the selection criteria of reports • Report Maintenance- Report showing all the report groups, various reports included under each and selection criteria. • Reserve Transaction Listing- Reserve transaction listing report for reference. • State Office Listing-State Office listing report for reference. Special Investigation Unit: • SIU Report State& Federal Regulatory: • State Employer's First Report of Injury • FROI Required Fields 1 • FROI Required Fields 2 • OSHA Forms and Reports • SIP List of Open Indemnity Claims Public-SIP List of Open Indemnity Claims. This report is by fiscal year 7/1/xxxx-6/30/xxxx. • SIP List Open Indemnity Claims Private-SIP List of Open Indemnity. This report is by calendar year. • SIP Summary Report Private-SIP Summary Report. This report is by calendar year. • SIP Summary Report Public-SIP Summary Report. This report is for fiscal year 7/1/xxxx-6/30/xxxx. 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EN rn M J � U ar m � •— � ov Q L o cr r r a m� 0 - - cr- m COL N a a a o a /1 LL � � N a V LL o m rTi r� = = ti a - O d a r 14 The City of Boynton Beach Finance/Procurement Services 3301 Quantum Blvd.,Suite 101 Boynton Beach,Florida 33426 Telephone: (561)742-6310 FAX. (561)742-6316 ADDENDUM No. 1 DATE: OCTOBER 19, 2018 RFP TITLE: THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP NO.: 004-1710-19/IT This addendum to the drawings, specifications, and/or contract documents is issued to provide additional information and clarification to the original Bid specifications and proposal form and is hereby declared a part of the original drawings, specifications and/or contract documents. In case of a conflict, this Addendum No. 1 shall govern. Words in GtFikethrr.,,nh type are deletions from existing text. Words in bold, underlined type are additions to existing text. 1. The bid opening date remains as November 02, 2018 at 2:30 PM. The location remains unchanged. 2. The title of the solicitation is hereby revised as follows: "THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION,,PAR PROPERTY AND CASUALTY CLAIMS." All references to the title throughout the solicitation are hereby also revised. 3. The following questions or requests for information were submitted prior to the deadline and are listed and answered below: Q1: Would you be able to send us over your last Loss Runs regarding Bid: RFP-004-1710-19/IT? Al: See attached loss run reports in .xis format. Q2: Please provide a copy of the current TPA contract(s) for all lines covered in the RFP. (WC, AUTO, GL, PROP, E&O) A2: See attached executed Contracts with Commercial Risk Management and Gallagher Bassett. 1 Page 496 of 1324 Q3: Please provide the number (#) and paid medical amounts ($) for Lost Time (LT), Medical Only (MO) and Report Only (RO) claims for contract years (2014, 2015, 2016, 2017) A3: See below table. Workers' Comp 2014 2015 2016 2017 Number Paid Medical Number Paid Number Paid Number of Paid of Amount of Medical of Medical Claims Medical Claims Claims Amount Claims Amount Amount Lost 25 $1,660,437.03 77 $830,316.11 37 $862,544.61 20 $262,454.59 Time Medical 68 72 98 67 Only Report 5 17 8 17 Only Q4: Please provide the number (#) and paid amounts for Auto Liability BI and Auto Liability PD for contract years (2014, 2015, 2016, 2017) A4: See below table. 2014 2015 2016 2017 Number Paid Amount Number Paid Number of Amount Number Amount of of Amount Claims of Claims Claims Claims Auto 7 $113,835.93 7 $232,405.57 13 $79,504.82 12 $75,717.02 Liability BI Auto 4 5 3 4 Liability PD Q5: Please provide the number (#) and paid amounts for General Liability BI and General Liability PD for contract years (2014, 2015, 2016, 2017) A5: See below table. 2014 2015 2016 2017 Number Paid Amount Number Paid Number of Amount Numbe Amount of of Amount Claims r of Claims Claims Claims General 10 $1,358,728.81 6 $194,511.34 5 $24,996.09 4 $71,528.31 Liability BI General 6 7 0 5 Liability PD 2 Page 497 of 1324 Q6: Please provide the number (#) and paid amounts for Property and E&O for contract years (2014, 2015, 2016, 2017) A6: None. Q7: Please provide the estimated number of Takeover claims for LT, MO, Auto-BI, Auto-Liability, GL-BI, GL-PD, Property and E&O. A7: See below table. Type of Claim Estimated Number of Takeover Claims LT 25 MO 77 Auto-BI 10 Auto-Liability 7 GL-BI 6 GL-PD 6 Property 0 E&O 0 Q8: Is the City of Boynton Beach interested in Risk Control services? If so, how would the county like to see the fee structure (per hour/flat fee)? A8: Yes, the City of Boynton Beach is interested in Risk Control services through a flat fee. Q9: Are the current TPA's not providing a service that the City is seeking? If so, please describe. A9: N/A. Sincerely, ,I'. 0- A4.WWQ Tim W. Howard Assistant City Manager -Administration cc: Finance/Procurement 3 Page 498 of 1324 The City of Boynton Beach Finance/Procurement Services 3301 Quantum Blvd.,Suite 101 Boynton Beach,Florida 33426 Telephone: (561)742-6310 FAX. (561)742-6316 ACKNOWLEDGEMENT OF ADDENDUM No. 1 THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP NO.: 004-1710-19/IT RESPONDENT MUST SIGN, DATE AND INCLUDE THIS "ACKNOWLEDGEMENT OF ADDENDUM NO. 1 WITH BID PACKAGE IN ORDER FOR SUBMITTAL TO BE CONSIDERED COMPLETE AND ACCEPTABLE. PRINT NAME OF REPRESENTATIVE SIGNATURE OF REPRESENTATIVE NAME OF COMPANY DATE THIS PAGE TO BE SUBMITTED FOR BID PACKAGE TO BE CONSIDERED COMPLETE AND ACCEPTABLE 4 Page 499 of 1324 {isl\,llsis?sil{ls}1 ctk72l}1f1111yt1Zy;\I,�)1#}1,3yr)1,i7x1„ reit iS s } 11 i ,t 7 i �} {r it ; sl4t4IS f},.....1i t;777S';}7y177j 17k1�!)17S�ii N>}� ._t r1111�5f, plr ril ti, A s17y1�2V7`y7 { srr/{})�illF r7t )tiS�fti}i}) {� tiVyt� t'y , i U�r V�sr�)�11Sk111)rS�iir�lf�lr�S�,t �li��\ , 1{�tt�)f111)i 11�,lilt P", AR, iy sl )��}1s1tii7,lih7\1biiisryll. 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I33t�ti4),AAtl tpls,lfSl3i�st it}t4r�$S,(��lk4 t/yt3. }lr fs)lltk�l�7;;� riiilil �7}t?,, i rl�}51tt�S{i,)7SISyI}J' \tSI,£V"litdj3��iySri11�S(il,StZ,..,. `Sis�Irtit}J{13y`Stl�lV(4��11�ijrS{1�1S�tt3S{, res„t�{ o lIiti�l�i if{(ltiJ{}\7��r£S�l�li(41` 3t�\II�SISiir�3�\{}\{�. 4.11ttsy�`}�,�'r11�)}(�tt��l"l3�}45;�11`ll{{�Siri`}� ltsy�� 15�,)I�yil{i{(1}S}r}jt�,)4tj.,ti)l�lif�lil7)��ii 1��jl�4;s,itfs'1l \r,i1�7y71'a��`�0`lt hlyt il3ry�frht{�s'sly�`r7,�`',URi,l,11£,-= Page 500 of 1324 The City of Boynton Beach REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-19/IT Sealed RFP's will be received in Procurement Services, City of Boynton Beach, 3301 Quantum Blvd., Suite 101, Boynton Beach, Florida 33426 on or by: November 2, 2018 No Later Than 2:30 P.M. (Local Time). ATTENTION ALL INTERESTED RESPONDENTS Copies of this solicitation package may be obtained from Demandstar at Onvia at www.demandstar.com or by calling 1-800-711-1712. Demandstar distributes the City's solicitations through electronic download. If you prefer that a copy be mailed via U.S.P.S., please contact the City's Procurement Division at(561) 742-6322. Respondent(s)who obtain copies of this solicitation from sources other than Demandstar or the City's Procurement Services Division may potentially risk not receiving certain addendum(s) issued as a result of the solicitation. One (1) original, so designated and four (4) copies along with one (1) electronic copy on a USB thumb drive, for a total of six (6) submittals of the response shall be submitted in one sealed package clearly marked on the outside: "RFP NO. 004-1710-19/IT — THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS" and addressed to: City of Boynton Beach, Finance/Procurement Services, 3301 Quantum Blvd., Suite 101, Boynton Beach, FL 33426 RFP's received after the assigned date and time will not be considered. The Procurement Services time stamp shall be conclusive as to the timeliness of filing. The City of Boynton Beach is not responsible for the U.S. Mail or private couriers with regard to mail being delivered by a specified time so that an RFP can be considered. If no award has been made, the City reserves the right to consider RFP's that have been determined by the City to be received late due to mishandling by the City after receipt of the RFP. America's Gateway to the Gulf Stream 2 Page 501 of 1324 PUBLIC RECORDS DISCLOSURE Pursuant to Florida Statutes §119.07, sealed bids or proposals received by the City in response to an invitation to bid are exempt from public records disclosure requirements until the City provides a notice of decision or thirty (30) days after the opening of the proposal/bid. If the City rejects all bids or proposals submitted in response to an invitation to bid or request for proposals and the City concurrently provides notice of its intent to reissue the competitive solicitation, the rejected bids or proposals remain exempt from public records disclosure until such time as the City provides notice of a decision or intended decision concerning the competitive solicitation or until the City withdraws the reissued competitive solicitation.A bid, proposal, or reply is not exempt for longer than twelve (12) months after the initial City notice rejecting all bids, proposals, or replies. Requests for bid or proposal documents should be submitted to the City Clerk's Office. Documents may be inspected without charge, but a charge will be incurred to obtain copies. LOBBYING /CONE OF SILENCE Consistent with the requirements of Chapter 2, Article VIII, Lobbyist Registration, of the Palm Beach County Code of Ordinances, Boynton Beach imposes a Cone of Silence. A cone of silence shall be in effect as of the deadline to submit the proposal, bid, or other response and shall remain in effect until City Commission awards or approves a contract, rejects all bids or responses, or otherwise takes action that ends the solicitation process. While the cone of silence is in effect, no proposer or its agent shall directly or indirectly communicate with any member of City Commission or their staff,the Manager, any employee of Boynton Beach authorized to act on behalf of Boynton Beach in relation to the award of a particular contract or member of the Selection Committee in reference to the solicitation, with the exception of the Purchasing Manager or designee. (Section 2-355 of the Palm Beach County Code of Ordinances.) Failure to abide by this provision may serve as grounds for disqualification for award of contract to the proposer. Further, any contract entered into in violation of the cone of silence shall render the transaction voidable. The cone of silence shall not apply to oral communications at any public proceeding, including pre-bid conferences, oral presentations before Selection Committees, contract negotiations during any public meeting, presentations made to the City Commission, and protest hearings. Further, the cone of silence shall not apply to contract negotiations between any employee and the intended awardee, any dispute resolution process following the filing of a protest between the person filing the protest and any employee, or any written correspondence with Boynton Beach as may be permitted by the competitive solicitation. Additionally, the cone of silence shall not apply to any purchases made in an amount less than the competitive solicitation threshold set forth in the Purchasing Manual. Any questions relative to any item(s) or portion of this bid should be directed to Ilyse Triestman, Purchasing Manager; Telephone: (561) 742-6322, E-mail: tribfl.us City of Boynton Beach 3 RFP No.004-1710-19/IT Page 502 of 1324 INTENT/ SCOPE OF SERVICES The City of Boynton Beach is seeking services from (an) experienced and qualified firm(s) to provide third party claims administration services for workers' compensation and for property and casualty (liability, automobile, property) claims. RFP documents are available online through DemandStar by Onvia at: www.demandstar.com Upon request, documents will be e-mailed. Contact: CITY OF BOYNTON BEACH PROCUREMENT SERVICES 3301 Quantum Blvd., Suite 101 Boynton Beach, Florida 33426 Ilyse Triestman, Purchasing Manager Telephone: (561) 742-6322; Email: triestmanip_bbfl.us Office Hours: MONDAY — FRIDAY, 8:00 A.M. to 5:00 P.M. CITY OF BOYNTON BEACH Tim W. Howard Assistant City Manager -Administration City of Boynton Beach 4 RFP No.004-1710-19/IT Page 503 of 1324 TABLE OF CONTENTS REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-19/IT Section I — Submittal Information .......................................................................................6 Section 11 — Purpose, Background and Scope of Services .................................................7 Section III — Proposal Submittal Instructions and Requirements................................18 - 20 Section IV— Proposal Evaluation Method and Criteria......................................................21 GeneralConditions ...................................................................................................22 - 28 Proposer Acknowledgement ............................................................................................29 Addenda ..........................................................................................................................30 FeeProposal .............................................................................................................31 -32 Statement of Qualifications .......................................................................................33 - 34 ReferenceForm ..............................................................................................................35 Anti-Kickback Affidavit .....................................................................................................36 Non Collusion Affidavit ....................................................................................................37 Confirmation of Minority Owned Business . .....................................................................38 Confirmation of Drug-Free Workplace . ............................................................................39 Acknowledgement of PBC Inspector General...................................................................40 Local Business Status Certification Form................................................................41 Scrutinized Companies Form........................................................................42 - 43 Schedule of Subcontractors . ...........................................................................................44 Statement of No Submittal ...............................................................................................45 "DRAFT" Professional Services Agreement. .............................................................46 - 50 City of Boynton Beach RFP No.004-1710-19/IT Page 5 of 52 Page 504 of 1324 REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-19/IT Section I —SUBMITTAL INFORMATION A. The City of Boynton Beach will receive RFP responses until November 2, 2018, no later than 2:30 P.M. (LOCAL TIME) in Procurement Services located at 3301 Quantum Blvd., Suite 101, Boynton Beach, Florida 33426. B. Any responses received after the above stated time and date will not be considered. It shall be the sole responsibility of the qualifier to have their RFP response delivered to Finance/Procurement Services for receipt on or before the above stated time and date. It is recommended that responses be sent by an overnight air courier service or some other method that allows for tracking and delivery confirmation. RFP responses that arrive after the above stated deadline as a result of delay by the mail service shall not be considered, shall not be opened at the public opening, and arrangements shall be made for their return at the qualifier's request and expense. The City reserves the right to consider submittals that have been determined by the City to be received late due solely to mishandling by the City after receipt of the RFP and prior to the award being made. C. If any addenda are issued to this RFP, the City will attempt to notify all prospective proposers who have secured same, however, it shall be the responsibility of each proposer, prior to submitting the RFP response, to contact Finance/Procurement Services at (561) 742-6322 to determine if any addenda were issued and to make any addendum acknowledgements and comply with the requirements of each addendum as part of their RFP response. D. One (1) original, so designated and four (4) copies along with one (1) electronic copy on a USB thumb drive, for a total of six (6) submittals of the RFP response, shall be submitted in one sealed package clearly marked on the outside "RFP No. 004-1710-19/IT THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS", and addressed to: City of Boynton Beach, Finance/Procurement Services, 3301 Quantum Blvd., Suite 101, Boynton Beach, FL 33426. E. Responses shall clearly indicate the legal name, address and telephone number of the proposer (firm, corporation, partnership or individual). Responses shall be signed above the typed or printed name and title of the signer. The signer shall have the authority to bind the proposer to the submitted RFP. Proposers must note their Federal I.D. number on their RFP submittal and include a copy of their W-9. F. All expenses for making RFP responses to the City are to be borne by the proposer. G. A sample draft contract that the City intends to execute with the successful firm is contained in this Request for Proposal for review. The City reserves the right to modify the contract language prior to execution. The scope of services will closely track the scope of work detailed in Section 11 of this Request for Proposal. City of Boynton Beach RFP No.004-1710-19/IT Page 6 of 52 Page 505 of 1324 Section II — PURPOSE, BACKGROUND AND STATEMENT OF WORK 1. BACKGROUND / PURPOSE /STATEMENT OF WORK A. BACKGROUND Information and background regarding the City of Boynton Beach, its departments and programs may be found on our official website at www.boynton-beach.org . Boynton Beach is a full service City located within the boundaries of Palm Beach County. Four Commission Members and a Mayor are elected at large on a non-partisan basis for three-year terms. The City Commission appoints the City Manager who is the Chief Administrative Officer of the City and directs the business of the City and its various departments. The City Commission determines policy, adopts legislation, approves the City's budget, sets taxes and fees, and appoints the City Attorney and members of various boards and committees. The City provides a full range of municipal services. The public safety program includes police and fire protection. The Recreation and Parks Department provides services for the Oceanfront Park, Denson Pool, tennis courts, many neighborhood parks, and multiple community centers to provide a well-rounded, active recreation program. The City also operates the Links Golf Course and the City of Boynton Beach Library. The Public Works Department provides essential street construction and highway maintenance, sanitation and other technical construction assistance to the City. The Utility Services department provides water and waste water services. Additional services provided include building inspection, planning, zoning, engineering, and cemetery, as well as general administrative services. The Human Resources and Risk Management Department is composed of a Director of Human Resources and Risk Management, Manager of Risk and Wellness, and two and a half Human Resources and Risk Coordinators. The City contracts with legal counsel for workers' compensation and for property/casualty defense. The Director of Human Resources and Risk Management is primarily responsible for the contracting of the third-party administrative and adjuster services, resolving administrative issues with the City's TPA/Adjusters, and authorizing claim settlements. The Manager of Risk and Wellness is primarily responsible for administering the day-to- day workers' compensation claims and occupational medicine program for the City. This administration involves assisting the TPA with necessary information to communicate, treat, and rehabilitate the City's injured employees to their maximum human rehabilitation potential. The City has a proactive return to work program and currently utilizes its on-site Employee Health and Wellness Center and other area urgent care centers as its primary treating physicians for non-emergency industrial accidents and diseases. The Manager of Risk and Wellness acts as a Case Manager between the City, the injured employee, the TPA, medical providers, and defense lawyers in implementing, enforcing and monitoring best practices in workers' compensation claims management. The Manager of Risk and Wellness coordinates training classes and is the Chairperson of the Safety Committee and Incident Review Board, which both meet on a monthly basis. The Manager of Risk and Wellness investigates incidents and performs safety inspections City of Boynton Beach RFP No.004-1710-19/IT Page 7 of 52 Page 506 of 1324 on a regular basis. The Manager of Risk and Wellness spends time in the field checking work sites to make sure they are complying with all the appropriate safety procedures. The Human Resources and Risk Coordinators are committed to the Workers' Compensation program and are the people who are notified immediately if an employee is injured. Employees are directed to inform their supervisors if they have been injured. The Human Resources and Risk Coordinators are then responsible for seeing that the injured employee is sent to the appropriate medical provider. The Human Resources and Risk Coordinators maintain contact with injured employees throughout the course of their medical care. They also monitor the employees' appointments with the various providers and arrange for light-duty work and return to work. This position is the liaison between the employee, the medical providers, and the Third Party Administrator. The City's work force consists of approximately: Full Time Positions 773 Part Time Positions 53 B. STATEMENT OF WORK The City of Boynton Beach is seeking proposals for Third Party Administration services for its self-insured Workers' Compensation and for its Property&Casualty programs. The City's anticipated contract start date is January 1, 2019. The Proposer shall perform all third party administrator services for Workers' Compensation for Property & Casualty claims, or for both inclusive of claims handling, information technology services, settlement coordination, management of claim records, Medicare reporting, handling of claims in process and all other items necessary or proper for, or incidental to, performing third party administrator services as identified herein. The City of Boynton Beach has most recently utilized the following companies as its third party administrators: Commercial Risk Management for workers' compensation and Gallagher Bassett Services Inc. for property/casualty. The City will transfer the administration for all active claims(run-off/tail claims)as of January 1,2019 to the awarded Proposer. The City is self-insured. The City carries excess workers' compensation coverage with a SIR of $500,000 per occurrence and excess liability coverage with a SIR of$200,000/300,000 per occurrence with Preferred Governmental Insurance Trust (PGIT). The TPA(s)will be required to manage the claims with a comprehensive database system which allows computer access to adjuster notes, adjuster correspondence and other pertinent information needed by the City to generate analytical data reports upon demand; which will allow secure web based communication between the City and the TPA and Adjusters. This program should also allow the City to add information to the adjuster notes section of the computer systems. City of Boynton Beach RFP No.004-1710-19/IT Page 8 of 52 Page 507 of 1324 1. PRIOR CLAIMS FILES All proposers are to assume the complete handling of all pending claims for dates of loss prior to January 1, 2019. The information provided in this RFP regarding the volume and type of pending claims to be assumed, is based on the latest information provided to the City by their current TPA and within the current self- administrated Property and Casualty program. It is the responsibility of the proposer to determine the additional cost to the City to take over these existing claim files. It is required that the claims data associated with all claims occurring prior to January 1, 2019 be transferred to the new computer information system so that future loss runs will contain a complete history of all claim years. The transfer of all claims data must be completed by January 1, 2019. 2. WORKERS COMPENSATION CLAIMS ADJUSTING AND INVESTIGATION SERVICES Upon receipt or notice of all workers' compensation claims, the TPA, on behalf of the City, will perform the following services: 1. The City requires that the TPA hire and retain competent, qualified, experienced professionals who are licensed in Florida. 2. The TPA is responsible for obtaining recorded statements from the claimant and any witnesses. The City will maintain contact with injured employees to assist the employee in returning to work. The TPA and/or telephonic nurse case manager and/or field case manager will make medical appointments for the injured employee. 3. The TPA will be responsible for filing all the appropriate forms with the State (DWC1, etc.) 4. The TPA is responsible for ensuring compliance with all reporting requirements by regulatory agencies including but not limited to Medicare Secondary Reporting Act of 2007 and all subsequent revisions. 5. The TPA will assist the City with any written correspondence that the City requests them to send to the injured worker or medical provider regarding the benefits. 6. The TPA will accept or deny all reported claims for employees' injuries on behalf of the City in accordance with the applicable Workers' Compensation Statutes. The decision to controvert a claim must first be discussed with and approved by the City. 7. All lost time claimant's checks will be issued by the TPA on a weekly basis from the City of Boynton Beach fund. The verification of any checks for wage loss must be received by the City before 5:00 P.M. on the Tuesday of a City payroll week. 8. Currently, the City requires that all medical or ancillary service providers submit their bills to the TPA bill review unit for processing City of Boynton Beach RFP No.004-1710-19/IT Page 9 of 52 Page 508 of 1324 and payment. All provider payments will be reviewed weekly by the City via the weekly TPA check register before the provider checks can be released. 9. The TPA will be responsible for identifying any outside Firms such as surveillance companies and field case management experts to assist in the investigation and medical coordination of claims. Payment of the bills will be made by the TPA from the loss fund as an allocated expense but not without prior approval by the City. 10. The TPA and/or Bill Review unit shall review all medical bills and other services for which a claim is being made for reasonableness and conformity to appropriate medical and surgical fee schedules and network discounts. 11. The TPA will assist the City with light duty cases and for those City employees who are losing time by providing a report indicating all employees that are not working in a full duty unrestricted capacity. 12. The designated adjusters or team from the TPA will meet with the City on a quarterly basis to discuss summary reports on all open and active claims. 13. The Director of Human Resources and Risk Management, and/or designee will attend all mediation conferences and may ask the TPA for reports prior to mediation in order to facilitate any settlement. 14. The TPA shall prepare and maintain files necessary for legal defense of claims and/or other litigation (such as actions for subrogation) or other proceedings. 15. The TPA shall pay in a timely fashion, per Florida Medical E.D.I. guidelines, all claims and expenses from the loss fund account established by the City, which will be maintained by the TPA. Fees, interest and civil penalties incurred due to late payments or adjuster mishandling are to be paid by the TPA unless caused by late reporting from the City. 16. The TPA shall pursue all possibilities of subrogation and liens. The Manager of Risk and Wellness must be copied on all such correspondence relating to these issues. 17. The City will assign the attorneys that provide the defense of claims. The TPA is to provide the defense attorney a complete copy of the file in question at the time an assignment is made. The TPA will provide a monthly report to the City regarding all legal assignments and the costs associated with them. The Director of Human Resources and Risk Management is responsible for approval for all settlements from the City per the process determined by City policy and procedures in coordination with applicable Florida State Statutes. 18. The TPA will timely report all claims in accordance with Florida State Statutes to the City's excess carriers, as required by the City of Boynton Beach RFP No.004-1710-19/IT Page 10 of 52 Page 509 of 1324 carrier's reporting criteria. For any late reporting penalties imposed by the carrier due to late reporting by the TPA, the TPA will reimburse the City for those amounts. 19. The TPA will provide all necessary status reports as required by the City's excess carriers. 20. The TPA will submit requests to the excess carrier for all payments above each claim's SIR to obtain the proper reimbursement for the City. The reimbursement checks will be forwarded to the City and the amount recovered will be entered into the claims information system. 21. The City will assign Field Case Managers (Qualified Rehabilitation Provider (QRP)) to its cases as needed. 22. The City maintains an exclusive list of providers developed specifically for the use of the City, which is part of the TPA provider network. The City will use the TPA provider network as a back-up network for ancillary providers. 23. The TPA must provide the City with a toll-free telephone number. 24. In all dealings, the City requires the TPA to be courteous, responsive and sensitive to the injured employee. The TPA is required to return an injured employee's telephone call within 24 hours, preferably the same day that they called the TPA. 25. Identify claims subject to second injury relief fund (if reinstated during the contract term or currently applicable), at-fault party subrogation and pursue such recoveries on behalf of the City of Boynton Beach. 26. Provide reports to the City of Boynton Beach's Director of Human Resources and Risk Management and Manager of Risk and Wellness as requested or provide for system access for ad hoc reporting. Reports shall include: ■ Loss experience ■ Summary of claim and loss experience, broken down by injury type, injury cause, department, and location of injury ■ Cost, frequency and severity report ■ Claim activity summary (new, re-open/closed/disputed, etc.) ■ Claim master file listing ■ Detail list of claimants including current and prior claim activity ■ Retention level analysis ■ Reserve analysis detailing rationale and total cost ■ OSHA 300 Log ■ Lost time analysis ■ PPO penetration ■ Average cost by medical provider City of Boynton Beach RFP No.004-1710-19/IT Page 11 of 52 Page 510 of 1324 ■ Number of Days from DOA Date to MMI Date 3. CLAIMS HANDLING: 1. The TPA shall use its best judgment in managing claims and in setting reserves for future payment and shall perform the following functions with regard to claims: 2. Within one (1) working day of receipt of a new claim, all data shall be entered into the information system, assigned the proper codes and initial reserves. 3. Within 24 hours respond to inquiries from employees and/or injured parties regarding the status of their claim. 4. Clearly document each file all phone conversations, discussions, and meetings held on the case. 5. Promptly enter into the computer system all pre-approved payments, reserve revisions, and file closings. 6. The TPA shall maintain emergency response procedures with the ability to establish a catastrophic operation center within 48 hours. 7. The TPA is expected to be familiar with applicable laws regarding potential liability for injury or damage or other loss to members of the public (e.g. familiarity with Florida's sovereign immunity statutes, Federal law regarding governmental liability, etc.). 8. Firefighters and Police are subject to Occupational Disease Claims and FS 112.181. City of Boynton Beach requires that adjusters handling these types of claims be educated in the different statutory requirements associated with these claims. 9. Written status reports shall be provided to the City prior to these quarterly claim reviews. 10. The TPA shall maintain claim review procedures in place for supervisors or auditors within its firm. 11. The TPA shall have established standard reserving practices to assist City in establishing reserves. Reserves shall be reviewed at a minimum of every 90 days. File notes should reflect reserves were reviewed. 12. The TPA shall coordinate a claims funding arrangement that is acceptable to the City of Boynton Beach. 13. Prepare and /or assist City staff with all appropriate responses to and inquiries of all regulatory agencies. 14. The TPA is responsible for ensuring compliance with all City of Boynton Beach RFP No.004-1710-19/IT Page 12 of 52 Page 511 of 1324 reporting requirements by regulatory agencies including but not limited to Medicare Secondary Reporting Act of 2007 and all subsequent revisions. 4. DATA, FILING AND REPORTS MANAGEMENT 1. The TPA must prepare, maintain, and file statistical data, records, or reports as required by excess insurers, City actuaries, and the State. 2. The TPA must prepare, maintain and file statistical information required by the workers' compensation rating bureaus, including all data required for the promulgation of the City's experience modification and state assessments. 3. The TPA must prepare and file any other reports as required by the City and the State relating to claims experience, payments, etc. (i.e., DWC-51, Aggregate Defense Attorney Fee Report due to the state by March 31 of each year). 4. All charges related to these services identified herein are to be included in the pricing provided for each option. Any costs associated with programming changes that are necessary to create a report required by the City (any report listed in the Scope of Services) are the responsibility of the TPA. Specialty reports available beyond those identified in the Scope of Services or requested by the City are to be provided and the City will request a cost proposal for each report based on the fee structure in the price proposal. 5. All claims data is the property of the City and any data and media will be provided to the City upon request or upon termination of this agreement at no additional cost to the City. 5. LOSS FUND MANAGEMENT SERVICES 1. The selected TPA, at their expense, will ensure all claims and payment data is included in their loss runs. Historical data from our current TPA's database cannot be purged. Claims data for all open and closed claims must be transferred. 2. Loss runs are to be provided on a monthly basis sorted separately by policy year and department/location. Loss runs should list each claim separately. Specific summary reports also must be provided. The following reports are required: ■ Claims listing by Department ■ Check register ■ Cumulative report by line of coverage by year ■ Annual summary reports ■ Location report ■ Large loss or severity report ■ Safety report City of Boynton Beach RFP No.004-1710-19/IT Page 13 of 52 Page 512 of 1324 ■ Excess insurance report ■ Litigation report ■ Legal payments report ■ Pharmacy Penetration report ■ Care Management report (Telephonic/Field) 3. All claims, expense and legal payments will be made by the TPA on checks drawn on an account set up by the TPA and funded bi-weekly by the City. It is understood that all funds in this account are City funds and are to be returned to the City upon request or at termination of this contract. 4. The monthly reconciliation statement submitted by the TPA to the City will include the following: ✓ Balance at inception of statement period ✓ Total disbursements which cleared, by date and claimant/payee ✓ Balance at close of statement period. 5. The TPA will submit an invoice to the City on a monthly basis which provides an Itemized listing of all banking fees related to the bank account set up by the TPA on behalf of the City of Boynton Beach. 6. PROPERTY & CASUALTY CLAIMS ADJUSTING AND INVESTIGATING SERVICES 6.1. LIABILITY DEFINITIONS Claim: Any report of an accident (first or third party) alleging or resulting in injury, damage, or loss which could give rise to a demand for the payment of money. The claim charge is applicable on a per occurrence, per claimant, per line of coverage basis. Discretionary Settlement: The TPA is not authorized to make payment, for loss or expense, without the prior approval of the Director of Human Resources and Risk Management of the City of Boynton Beach. Qualified claim or loss: The TPA shall investigate and adjust any loss or claim reported within the service term, provided the loss or claim type is identified. Allocated expenses: Will be the responsibility of the City of Boynton Beach and include, but not be limited to: ■ legal fees ■ professional photographs ■ medical record ■ experts' rehabilitation costs City of Boynton Beach RFP No.004-1710-19/IT Page 14 of 52 Page 513 of 1324 ■ accident reconstruction ■ architects, contractors ■ engineers ■ police, fire, coroner, weather, or other such reports ■ property damage appraisals ■ extraordinary costs for witness statements ■ official documents and transcripts sub rosa investigations ■ medical examinations ■ extraordinary travel made at City of Boynton Beach's request ■ court reporters ■ fees for service of process ■ pre-and post-judgment interest paid ■ chemists ■ any other similar cost, fee or expense reasonably chargeable to the investigation, negotiation, settlement or defense of a claim or loss which must have the explicit prior approval of the City of Boynton Beach. 6.2. LIABILITY PROPOSER'S RESPONSIBILITIES The TPA shall perform the following services: 1. Review each claim and loss report submitted by the City of Boynton Beach during the term of this Contract. 2. Assign a qualified, experienced, Florida licensed adjuster within 24 hours of receipt of claim. 3. Contact claimant within 48 hours of assignment of claim. 4. Conduct an appropriate investigation of each qualified claim or loss. 5. Maintain a file for each qualified claim or loss which shall be available for review by the City of Boynton Beach. 6. Adjust, settle or resist all qualified claims or losses with the specific approval of the City of Boynton Beach. 7. Perform necessary and customary administrative and clerical work in connection with each qualified claim or loss, including the City of Boynton Beach RFP No.004-1710-19/IT Page 15 of 52 Page 514 of 1324 preparation of checks or vouchers, releases, agreements, and/or other documents to manage and finalize a claim. 8. Promptly establish and update claim reserves at least every ninety (90) days. 9. Timely notify City of Boynton Beach, City of Boynton Beach agent, and excess insurer(s), as designated by the City of Boynton Beach, of all qualified claims or losses which may exceed the City of Boynton Beach retention and, if requested, provide information on the status of those claims or losses. 10. Coordinate investigations on litigated claims with attorneys representing the City of Boynton Beach and with representatives of the excess carrier, as required. It is expressly understood that all legal costs and loss payment will be charged to the City of Boynton Beach. 11. Have internal product support staff review large and unusual claims at no additional cost to the City of Boynton Beach, unless specified. 12. Maintain an automated loss and information system, and provide the City of Boynton Beach with electronic access to claim reports. 13. Assist the City of Boynton Beach in selecting appropriate experts or specialists as the claims may require. 14. Provide personnel needed to perform the services agreed to herein. 15. Maintain a comprehensive database of all claims reported. This data shall belong to the CITY OF BOYNTON BEACH and shall be made available to the CITY OF BOYNTON BEACH at any time. Upon termination of the Contract, the TPA shall provide the CITY OF BOYNTON BEACH with an electronic copy of the data in ASCII format. 6.3. RISK MANAGEMENT SOFTWARE / REPORTING: 1. The TPA is required to provide monthly and annual summaries of claims by type of risk and shall recap each year's experience, including prior years, to date. The reports shall be on a fiscal year basis (October 1 st -September 30th) in a format acceptable to the City of Boynton Beach, and shall be prepared in accordance with the provisions below: a. Claims Experience Reports should be provided within 15 days of the end of the period for which each report applies. b. Adjusting Service shall provide a report of accounts for aggregate loss experience analysis. City of Boynton Beach RFP No.004-1710-19/IT Page 16 of 52 Page 515 of 1324 c. City of Boynton Beach requires the ability to provide a breakdown of experience for each department. Supplemental claims documentation shall provide, in plain English, sufficient information to indicate what happened, to whom or what and how much has been paid or is expected to be paid. 2. Online and real time access to the administrator's claim system, including all adjuster's notes is critical to the City of Boynton Beach. TPAs must have a software product that the City of Boynton Beach can access to view the administrator's automated claim files, including adjusters' notes, payments, claim notes, imaging of invoices and messaging capabilities. 3. OSHA reporting capabilities shall include the ability to separate OSHA reportable claims from Record Only claims. 4. TPA shall have staff available that can create reports when requested by the City. 6.4. CITY OF BOYNTON BEACH CONTROL: 1. City of Boynton Beach reserves the right to direct the TPA regarding settlement of all claims. 2. Legal Services: The City of Boynton Beach reserves the right to assign legal counsel to all claims. 3. City of Boynton Beach shall have the right to inspect or audit the files, including the right to utilize an outside auditor for these functions on City of Boynton Beach's behalf. The City of Boynton Beach requires the TPA files to be electronically stored with access provided to City of Boynton Beach of all stored document images, faxes, incoming email attachments, and all documents generated by the Claims Management System. 4. Claims Records as Property of City of Boynton Beach: All claims files and other records, documents, lists, supplies, etc., pertaining to claims are the property of City of Boynton Beach and will be delivered to City of Boynton Beach upon contract termination with no additional fee to the City. 2. TERM OF SERVICES The Contract shall be for three (3) years, with the option to renew for three (3) additional one-year terms at the discretion of the City and based upon mutually agreeable rates. 3. RESERVATION OF RIGHT TO SEPARATE The City of Boynton Beach reserves the right to separate the proposals for TPA for Workers' Compensation and Adjuster Services for Property and Casualty and to award as separate contracts. City of Boynton Beach RFP No.004-1710-19/IT Page 17 of 52 Page 516 of 1324 Section III - PROPOSAL SUBMITTAL INSTRUCTIONS AND REQUIREMENTS I. In order to facilitate the analysis of responses to this RFP, Respondents are required to prepare their proposals in accordance with the instructions outlined in this section. Consultants whose proposals deviate from these instructions may be considered non- responsive and may be disqualified at the discretion of the City of Boynton Beach. II. Proposals shall be prepared as simply as possible and provide a straightforward, concise description of the Respondent's capabilities to satisfy the requirements of the RFP. Expensive bindings, color displays, promotional materials, etc., are not necessary or desired. Emphasis shall be concentrated on accuracy, completeness, and clarity of content. a. Each of the seven (7) sections listed below shall be tabbed and labeled. b. Each page shall be numbered on the bottom right hand corner. c. Submit one (1) original proposal and four (4) copies + one (1) electronic copy on flash drive or CD/DVD. Cl. The proposal shall be organized as follows: Proposal Tab Section Title 1. Introduction letter/ Statement of Interest 2. Statement of Organization /Executive Summary 3. Minimum Qualifications 4. Qualifications/Experience of Firm and Team 5. Similar Projects/ References 6. Cost Proposal 7. Submittal Forms TAB 1 - INTRODUCTION LETTER / STATEMENT OF INTEREST = The Respondent shall provide an introduction letter on corporate letterhead, signed by an authorized representative of the company. The letter should clearly indicate the company name, address and signature. This letter shall provide a brief narrative highlighting the Respondent's proposal. This tab section should not include cost quotations. TAB 2 — STATEMENT OF ORGANIZATION_:— The Respondent shall provide the following information: A. Legal contracting name including any dba. B. State of organization or incorporation. C. Ownership structure of Respondent's company. (e.g., Sole Proprietorship, Partnership, Limited Liability Corporation, Corporation) D. Federal Identification Number. E. Contact information for Respondent's Corporate headquarters. Address City, State, Zip City of Boynton Beach RFP No.004-1710-19/IT Page 18 of 52 Page 517 of 1324 Phone F. Contact information for Respondent's Local office (if any). Address City, State, Zip Phone G. List of officers, owners and/or partners, or managers of the firm. Include names, business addresses, email addresses, and phone numbers. H. Any additional organizational information that Respondent wishes to supply to augment its organizational structure. I. Contact information for Respondent's Primary representative during this RFP process. Name Phone E-mail Mailing Address City, State, Zip J. Contact information for Respondent's Secondary representative during this RFP process. Name Phone E-mail Mailing Address City, State, Zip K. Briefly summarize any potential conflicts of interest, pending or current litigation relating to the performance of requested surveying services in which Respondent is party to. Disclose any circumstance where the conduct of the Respondent is being investigated or has had an adverse determination by any legal or administrative body. L. Provide details of any ownership changes to Respondent's organization in the past three years or changes anticipated within six months of the Due Date and Time (e.g., mergers, acquisitions, changes in executive leadership). TAB 3 — MINIMUM QUALIFICATIONS — Each respondent shall submit information and documentation requested that confirms it meets the following qualification requirement(s): a. Must be registered with the States of Florida, Division of corporations to do business in Florida. No documentation is required. The City will verify registration. b. Respondent must h be a Qualified Servicing Entity with the State of Florida Department of Financial Services, Division of Workers Compensation per 69L-5.229. Proposers who do not satisfy the requirements or who fail to provide supporting documentation and/or affidavits as specified herein may be deemed non-responsive. If a prescribed format or required documentation for the response to information requirements is listed below, Proposers should use said format and supply said documentation to be City of Boynton Beach RFP No.004-1710-19/IT Page 19 of 52 Page 518 of 1324 considered responsive. Respondent shall provide documentation and contact information for City's use in order to comply with this requirement. TAB 4— QUALIFICATIONS AND EXPERIENCE OF FIRM AND TEAM — 1. The Respondent shall describe its qualifications and demonstrated experience with a services of this scale and similar complexity. 2. Describe the qualifications and demonstrated experience of key persons who shall be assigned to the project, especially the claims professionals that will be assigned to this project. Attach brief resumes and additional information as needed. 3. Provide examples of project assignments, experience and qualifications relevant to the proposed project. Describe if experience is with this firm or other firms. TAB 5— SIMILAR PROJECTS/ REFERENCES — 1. Provide at least three (3) references for similarly successful projects from at least three (3) governmental agencies (or regional districts), including the name of the agency, contact name, telephone, fax and email address. TAB 6 — COST PROPOSAL — The City of Boynton Beach requests that the firms interested in responding complete the Cost Proposal Form attached herein. If a discount off retail pricing for items not specifically listed on the Cost Proposal Form is available, please provide that information. Also include any other pricing discounts or offers that will assist the City of Boynton Beach in obtaining the best possible pricing for the services provided. TAB 7 — SUBMITTAL FORMS — Respondents must complete and submit the required forms in order for submittal to be considered a valid response. DO NOT INCLUDE YOUR PRICE PROPOSAL FORM IN THIS SECTION RATHER INCLUDE IT IN TAB 6— PRICE PROPOSAL. ■ Proposer's Acknowledgement ■ Acknowledgment of Addendum(s) ■ Statement of Proposer's Qualifications ■ References ■ Anti-Kickback Affidavit ■ Non Collusion Affidavit of Prime Proposer ■ Confirmation of Minority Owned Business ■ Confirmation of a Drug Free Workplace ■ Acknowledgement of PBC Inspector General ■ City of Boynton Beach Local Business Status ■ Scrutinized Companies Certification Form ■ Schedule of Sub-Consultants ■ Statement of No Proposal (if applicable) Section IV— PROPOSAL EVALUATION METHOD AND CRITERIA: The City will designate a Selection Committee to review and evaluate the Proposals submitted in response to this RFP. City of Boynton Beach RFP No.004-1710-19/IT Page 20 of 52 Page 519 of 1324 The Purchasing Manager shall determine whether each Respondent is responsive and responsible. For the purposes of this RFP, a responsive Respondent means a Firm that has submitted a proposal that conforms in all material respects to the requirements in the RFP. Accordingly, the Purchasing Manager will determine whether each Proposer correctly submitted all of the necessary forms and documents. Among other things, a proposal may be found to be non-responsive if the Respondent failed to provide the information requested in the RFP; failed to utilize or complete the required forms; provided incomplete, indefinite, or ambiguous responses; failed to comply with the applicable deadlines; provided improper or undated signatures; or provided information that is false, misleading, or exaggerated. The Selection Committee will evaluate each proposal utilizing the following criteria: Criterion Max Score Proposed Fees/Cost of Services 25 Qualifications/Experience of Firm and Project Team 25 Scope of Services, Approach, Soundness of Proposal 20 Reporting and Software Functionality 15 Business Methods/ Operations 10 Local Business Certification Form 5 Total 100 At any time during the Selection process, the City may reject a proposal if the City concludes the Proposer is not qualified (e.g. Proposer does not satisfy the minimum requirements criteria set forth in this RFP). City of Boynton Beach RFP No.004-1710-19/IT Page 21 of 52 Page 520 of 1324 REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-19/IT GENERAL CONDITIONS 1. FAMILIARITY WITH LAWS: The qualifier is assumed to be familiar with all Federal, State and Local laws, ordinances, rules and regulations that in any manner affect the equipment. Ignorance on the part of the qualifier will in no way relieve them from responsibility. 2. BID FORMS: The bidder will submit a bid on the bid forms provided. All bid prices, amounts and descriptive information must be legibly entered. The bidder must state the price and the time of delivery for which they propose to deliver the equipment or service requested. The bidder IS required to be licensed to do business as an individual, partnership or corporation in the State of Florida. Place all required bid forms in a sealed envelope that has the company's name and address, proposal title, number, proposal date and time on the outside of the sealed envelope. Proposals not submitted on appropriate proposal forms may be rejected. All proposals are subject to the conditions specified herein. Proposals which do not comply with these conditions are subject to rejection. 3. EXECUTION OF BID: Proposal must contain an original signature of a representative who is legally authorized to contractually bind the Proposer. 4. NO BID: If not submitting a proposal, respond by returning one copy of the"STATEMENT OF NO BID" and explain the reason by indicating one of the reasons listed or in the space provided. Repeated failure to quote without sufficient justification shall be cause for removal of the Professional's name from the mailing list. NOTE: To qualify as a respondent, bidder must submit a "NO BID" and it must be received no later than the stated bid receiving date and hour. 5. BID DEADLINE: It is the proposer's responsibility to assure that the proposal is delivered at the proper time and place prior to the proposal deadline. The City of Boynton Beach is not responsible for the U.S. Mail or private couriers in regards to mail being delivered by a specified time so that a proposal can be considered. Proposals which for any reason are not delivered by the deadline will not be considered. If no award has been made, the City reserves the right to consider proposals that have been determined by the City to be received late due to mishandling by the City after receipt of the proposal. Offers by telegram or telephone are not acceptable. 6. RIGHT TO REJECT RFP: Right is reserved to reject any or all RFP's and to waive technical errors, or to accept any RFP's that are in part deemed as the best responsible qualifier which represents the most advantageous RFP to the City. In determining the ,'most advantageous RFP", price, quantifiable factors, and other factors are considered. This would include specifications, proposed schedule, the proposed price and other factors contributing to the overall acquisition cost of this service. Consideration may be given, but not necessarily limited to conformity to the specifications, including timely delivery, product warranty, a qualifier's proposed service, City of Boynton Beach RFP No.004-1710-19/IT Page 22 of 52 Page 521 of 1324 ability to supply and provide service, delivery to required schedules and past performances in other Contracts with the City or other government entities. 7. RIGHTS OF THE CITY: The City expressly reserves the right to: ■ Waive as an informality, minor deviations from specifications at a lower price than the best responsible qualifier meeting all aspects of the specifications and consider it, if it is determined that total cost is lower and the overall function is improved or not impaired; ■ Waive any defect, irregularity or informality in any RFP or qualifying procedure; ■ Reject or cancel any or all RFP's; ■ Reissue Request For Proposal Invitation; ■ Extend the RFP opening time and date; ■ Consider and accept an alternate RFP as provided herein when most advantageous to the City. 8. STANDARDS: Factors to be considered in determining whether the standard of responsibility has been met include whether a prospective qualifier has: ■ Available the appropriate financial, material, equipment, facility and personnel resources and expertise, or the ability to obtain them, necessary to indicate its capability to meet all contractual requirements; ■ A satisfactory record of performances; ■ A satisfactory record of integrity; ■ Qualified legally to Contract within the State of Florida and the City of Boynton Beach; ■ Supplied all necessary information in connection with the inquiry concerning responsibility. 9. INFORMATION AND DESCRIPTIVE LITERATURE: Proposers must furnish all information requested in the spaces provided on the RFP form. Further, as may be specified elsewhere, each qualifier must submit for RFP evaluation cuts, sketches, and descriptive literature and technical specifications covering the products offered. Reference to literature submitted with a previous RFP or on file with the buyer will not satisfy this provision. 10. INTERPRETATIONS: Any questions concerning conditions and specifications should be directed to this office in writing no later than ten (10) days prior to the RFP closing. Inquiries must reference the date by which the RFP is to be received. 11. CONFLICT OF INTEREST: The award hereunder is subject to all conflict of interest provisions of the City of Boynton Beach, Palm Beach County, of the State of Florida. 12. TRADE SECRET:Any language contained in the Proposer's Proposal purporting to require confidentiality of any portion of the Proposal, except to the extent that certain information is in the City's opinion a Trade Secret pursuant to Florida law, shall be void. If a Proposer submits any documents or other information to the City which the Proposer claims is Trade Secret City of Boynton Beach RFP No.004-1710-19/IT Page 23 of 52 Page 522 of 1324 information and exempt from Florida Statutes Chapter 119.07 (Public Records Laws), the Proposer shall clearly designate that it is a Trade Secret and that it is asserting that the document or information is exempt. The Proposer must specifically identify the exemption being claimed under Florida Statutes 119.07. The City shall be the final arbiter of whether any information contained in the Proposer's Proposal constitutes a Trade Secret. The City's determination of whether an exemption applies shall be final, and the Proposer agrees to defend, indemnify, and hold harmless the City its officers, employees, volunteers, and agents, against any loss or damages incurred by any person or entity as a result of the City's treatment of records as public records. Proposals purporting to be subject to copyright protection in full or in part will be rejected. EXCEPT FOR CLEARLY MARKED PORTIONS THAT ARE BONA FIDE TRADE SECRETS PURSUANT TO FLORIDA LAW, DO NOT MARK YOUR PROPOSAL AS PROPRIETARY OR CONFIDENTIAL. DO NOT MARK YOUR PROPOSAL OR ANY PART THEREOF AS COPYRIGHTED. 13. SUBCONTRACTING: If a qualifier subcontracts any portion of a Contract for any reason, they must state the name and address of the subcontractor and the name of the person to be contacted on the attached "Schedule of Subcontractors". The City of Boynton Beach reserves the right to accept or reject any or all RFP's wherein a subcontractor is named and to make the award to the qualifier, who, in the opinion of the City, will be in the best interest of and/or most advantageous to the City. The City also reserves the right to reject the RFP of any qualifier if the RFP names a subcontractor who has previously failed in the proper performance of an award or failed to deliver on time Contracts of a similar nature, or who is not in a position to perform properly under this award. The City reserves all rights in order to make a determination as to the foregoing. 14. ADDENDA: From time to time, the City may issue an addendum to change the intent or to clarify the meaning of the Contract documents. Since all addenda are available to Proposers at the Office of Procurement Services, it is each qualifier's responsibility to check with the issuing office and immediately secure all addenda before submitting RFP's. It is the usual practice for the City to upload all addenda to Demanstar.com, but it cannot be guaranteed that all Proposers will receive ALL addendum(s) in this manner. Each qualifier shall acknowledge receipt of ALL addenda by notation on the RFP. 15. ESCALATOR CLAUSE: Any RFP which is submitted subject to an escalator clause will be rejected. 16. EXCEPTIONS: Incorporation in an RFP of exceptions to any portion(s), of the Contract documents may invalidate the RFP. Exceptions to the Technical and Special Provisions shall be clearly and specifically noted in the qualifier's RFP on a separate sheet marked "EXCEPTIONS TO THE SPECIFICATIONS" and this sheet shall be attached to the RFP. The use of qualifier's standard forms or the inclusion of manufacturer's printed documents shall not be construed as constituting an exception within the intent of the Contract documents. 17. DISPUTES: In case of any doubt or difference of opinion as to the items to be furnished hereunder, the decision of the City Manager shall be final and binding on both parties. 18. ANTITRUST CAUSE OF ACTION: In submitting an RFP to the City of Boynton Beach, the respondent offers and agrees that if the RFP is accepted, the respondent will convey, sell, assign or transfer to the City of Boynton Beach all rights, title and interest in and to all causes of action it may now or hereafter acquire under the antitrust laws of the United States and State of Florida for price fixing relating to the particular commodities or services purchased or City of Boynton Beach RFP No.004-1710-19/IT Page 24 of 52 Page 523 of 1324 acquired by the City of Boynton Beach. At the City of Boynton Beach's discretion, such assignment shall be made and become effective at the time the purchasing agency tenders final payment to the respondent. 19. GOVERNMENTAL RESTRICTIONS: In the event any governmental restrictions may be imposed which would necessitate alteration of the material, quality, workmanship or performance of the items offered on this RFP prior to their delivery, it shall be the responsibility of the successful qualifier to notify the City at once, indicating in a letter the specific regulation which required an alteration. The City reserves the right to accept any such alterations, including any price adjustments occasioned thereby, or to cancel the Contract at no expense to the City. 20. LEGAL REQUIREMENTS: Federal, State, County, and City laws, ordinances, rules, and regulations that in any manner affect the items covered herein apply. Lack of knowledge by the qualifier will in no way be a cause for relief from responsibility. 21. ON PUBLIC ENTITY CRIMES - All Request for Proposal Invitations as defined by Section 287.012(l 1), Florida Statutes, Requests for Proposal as defined by Section 287.012(16), Florida Statutes, and any contract document described by Section 287.058, Florida Statutes, shall contain a statement informing persons of the provisions of paragraph (2)(a) of Section 287.133, Florida Statutes, which reads as follows: "A person or affiliate who has been placed on the convicted Professional list following a conviction for public entity crime may not submit an RFP on a contract or provide any goods or services to a public entity, may not submit an RFP on a contract with a public entity for the construction or repair of a public building or public work, may not submit RFP's 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 Section 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted Professional list". 22. ADVERTISING: In submitting an RFP, the qualifier agrees not to use the results therefrom as a part of any commercial advertising. Violation of this stipulation may be subject to action covered under"NONCONFORMANCE TO CONTRACT CONDITIONS". 23. ASSIGNMENT: Any Purchase Order issued pursuant to this RFP invitation and the monies which may become due hereunder are not assignable except with the prior written approval of the City. 24. LIABILITY: The selected bidder(s) shall hold and save harmless the City of Boynton Beach, Florida its officers, agents, volunteers and employees from liability of any kind in the performance of this Contract. Further, the selected bidder(s) shall indemnify, save harmless and undertake the defense of the City, its City Commissioners, agents, servants an employees from and against any and all claims, suits, actions, damages, or causes of action arising during the term of this Contract, for any personal or bodily injury, loss of life, or damage to property arising directly or indirectly from bidder's operation pursuant to this Contract and from and against all costs, attorney fees, expenses and liabilities incurred in and about any such claims, the investigation thereof, or the defense of any action or proceedings brought thereon, and from and against any orders or judgments which may be entered therein. The City shall notify the bidder within ten (10) business days of receipt by the City of any claim, suit or action against the City arising directly or indirectly from the operations of the bidder City of Boynton Beach RFP No.004-1710-19/IT Page 25 of 52 Page 524 of 1324 hereunder, for which the City may be entitled to a claim or indemnity against the bidder, under the provisions of this Contract. Bidder shall have the right to control the defense of any such claim, suit, or actions. The bidder shall also be liable to the City for all costs, expenses, attorneys' fees and damages which may be incurred or sustained by the City by reason of the bidder's breach of any of the provision of the contract. Bidder shall not be responsible for negligent acts of the City or its employees. 25. PURCHASING AGREEMENTS WITH OTHER GOVERNMENT AGENCIES: At the option of the Professional, the use of the contract resulting from this solicitation may be extended to other governmental agencies, including the State of Florida, its agencies, school boards, political subdivisions, counties, and cities. Each governmental agency allowed by the Contractor to use this contract shall do so independent of any other governmental entity. Each agency shall be responsible for its own purchases and shall be liable only for goods or services ordered, received and accepted. No agency receives any liability by virtue of this bid and subsequent contract award. 26. AWARD OF CONTRACT: Contracts or Purchase Orders will be awarded by the City to the most responsive, responsible qualifier whose RFP represents the most advantageous RFP to the City, Evaluation of RFP's will be made based upon the evaluation factors and standards heretofore set forth. The City reserves the right to reject any and all RFP's and to waive technical errors as heretofore set forth. In the event of a Court challenge to an award by any qualifier, damages, if any, resulting from an improper award shall be limited to actual RFP preparation costs incurred by the challenging qualifier. In no case will the award be made until all necessary investigations have been made into the responsibility of the qualifier and the City is satisfied that the best responsible qualifier is qualified to do the work and has the necessary organization, capital and equipment to carry out the required work within the time specified. 27. FUNDING OUT: The resultant Agreement shall remain in full force and effect only as long as the expenditures provided for in the Agreement have been appropriated by the City Commission for the City of Boynton Beach in the annual budget for each fiscal year of this Agreement, and is subject to termination based on lack of funding. 28. LICENSE AND PERMITS: It shall be the responsibility of the successful qualifier to obtain all licenses and permits, if required, to complete this service at no additional cost to the City. Licenses and permits shall be readily available for review by the Assistant to the Finance Director and City Inspectors. 29. COMPLIANCE WITH OCCUPATIONAL SAFETY AND HEALTH: Qualifier certifies that all material, equipment, etc., contained in this RFP meets all O.S.H.A. requirements. Qualifier further certifies that if awarded as the successful qualifier, and the material equipment, etc. delivered is subsequently found to be deficient in any O.S.H.A. requirement in effect on date of delivery, all costs necessary to bring the materials, equipment, etc., into compliance with the aforementioned requirements shall be borne by the qualifier. Qualifier certifies that all employees, subcontractors, agents, etc. shall comply with all O.S.H.A. and State safety regulations and requirements. 30. PALM BEACH COUNTY INSPECTOR GENERAL: The contractor is aware that the Inspector General of Palm Beach County has the authority to investigate and audit matters relating to the negotiation and performance of any contracts resulting from this solicitation, and in furtherance thereof, may demand and obtain records and testimony from the contractor and its subcontractors. The contractor understands and agrees that in addition to all other remedies and consequences provided by law, the failure of City of Boynton Beach RFP No.004-1710-19/IT Page 26 of 52 Page 525 of 1324 the contractor or its subcontractors or lower tier subcontractors to fully cooperate with the Inspector General when requested, may be deemed by the municipality to be a material breach of this contract justifying its termination. 31. PUBLIC RECORDS: Sealed documents received by the City in response to an invitation are exempt from public records disclosure until thirty (30) days after the opening of the Bid unless the City announces intent to award sooner, in accordance with Florida Statutes 119.07. The City is public agency subject to Chapter 119, Florida Statutes. The Contractor shall comply with Florida's Public Records Law. Specifically, the Contractor shall: A. Keep and maintain public records required by the CITY to perform the service; B. Upon request from the CITY's custodian of public records, provide the CITY with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in chapter 119, Fla. Stat. or as otherwise provided by law; C. Ensure that public records that are exempt or that are confidential and exempt from public record disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and, following completion of the contract, Contractor shall destroy all copies of such confidential and exempt records remaining in its possession once the Contractor transfers the records in its possession to the CITY; and D. Upon completion of the contract, Contractor shall transfer to the CITY, at no cost to the CITY, all public records in Contractor's possession All records stored electronically by Contractor must be provided to the CITY, upon request from the CITY's custodian of public records, in a format that is compatible with the information technology systems of the CITY. E. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: JUDY PYLE, CITY CLERK 3301 QUANTUM BLVD., SUITE 101 BOYNTON BEACH, FLORIDA, 33426 561-742-6061 PYLEJ@BBFL.US 32. LOCAL BUSINESS STATUS CERTIFICATION: The City of Boynton Beach Administrative Policy No. 10.16.01 provides for a local business preference. "For all acquisitions made pursuant to Requests for Proposals, Requests for Qualifications or Requests for Letters of Interest, the solicitation shall include a weighted criterion for Local City of Boynton Beach RFP No.004-1710-19/IT Page 27 of 52 Page 526 of 1324 Businesses of five percentage points (5%) of the total points in the evaluation criteria published in the solicitation. For all acquisitions made pursuant to Requests for Proposals, Requests for Qualification or Requests for Letters of Interest, where the solicitation includes a qualitative ranking rather than a quantitative selection, the evaluation criteria shall include a Local Business preference, as reasonably determined by the Financial Services Department, Purchasing Services, consistent with the intent of this Policy. Each such solicitation shall clearly define the application of the Local Business preference." In order to be considered for a local business preference, a Respondent must include the Local Business Status Certification Form at the time of RFP submittal. Failure to submit this form at the time of RFP submittal will result in the Respondent being found ineligible for the local business preference for this solicitation. Respondents who are certified as required will receive the full five points allotted for this evaluation criteria. All other firms will receive zero points in this evaluation criterion. 33. SCRUTINIZED COMPANIES - 287.135 and 215.473 By submission of this Bid, Proposer certifies that Proposer is not participating in a boycott of Israel. Proposer further certifies that Proposer is not on the Scrutinized Companies that Boycott Israel list, not on the Scrutinized Companies with Activities in Sudan List, and not on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or has Contractor been engaged in business operations in Syria. Subject to limited exceptions provided in state law, the City will not contract for the provision of goods or services with any scrutinized company referred to above. Submitting a false certification shall be deemed a material breach of contract. The City shall provide notice, in writing, to Contractor of the City's determination concerning the false certification. Contractor shall have five (5) days from receipt of notice to refute the false certification allegation. If such false certification is discovered during the active contract term, Contractor shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false certification was made in error. If Contractor does not demonstrate that the City's determination of false certification was made in error then the City shall have the right to terminate the contract and seek civil remedies pursuant to Section 287.135, Florida Statutes, as amended from time to time. QUESTIONS: Any questions relative to any item(s) or portion of Request for Proposal should be directed to Ilyse Triestman, Purchasing Manager, (561) 742-6322 Monday through Friday from 8:00 A.M. to 5:00 P.M; email: triestmanitc'i_ fl.us THE REMAINDER OF THE PAGE IS INTENTIONALLY LEFT BLANK. City of Boynton Beach RFP No.004-1710-19/IT Page 28 of 52 Page 527 of 1324 REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-19/IT PROPOSER ACKNOWLEDGEMENT Submit RFP's To: PROCUREMENT SERVICES 3301 Quantum Blvd., Suite 101 Boynton Beach, Florida 33426 Telephone: (561) 742-6322 RFP Title: THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP Number: 004-1710-19/IT RFP Received by: November 2, 2018, NO LATER THAN 2:30 P.M. RFP's will be opened in Procurement Services unless specified otherwise. RFP receiving date and time is scheduled for: November 2, 2018, NO LATER THAN 2:30 P.M. (LOCAL TIME) and may not be withdrawn within ninety (90) days after such date and time. All awards made as a result of this RFP shall conform to applicable sections of the charter and codes of the City. Name of Professional: Federal I.D. Number: A Corporation of the State of: Area Code: Telephone Number: Area Code: FAX Number: Mailing Address: City/State/Zip: E-mail Address: Authorized Signature Name Typed THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 29 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 528 of 1324 A D D E N D A CITY OF BOYNTON BEACH FLORIDA RFP TITLE: "THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS" RFP NO.: 004-1710-19/IT DATE SUBMITTED: We propose and agree, if this submittal is accepted, to contract with the City of Boynton Beach, in the Contract Form, to furnish all material, means of transportation, coordination, labor and services necessary to complete/provide the work specified by the Contract documents. Having studied the documents prepared by: THE CITY OF BOYNTON BEACH we propose to perform the work of this Project according to the Contract documents and the following addenda which we have received: ADDENDUM DATE ADDENDUM DATE ❑ NO ADDENDUM WAS RECEIVED IN CONNECTION WITH THIS BID THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 30 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 529 of 1324 REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-19/IT COST PROPOSAL FORM Proposers should use this form for submitting its Cost Proposal. The price shall be fixed and firm and should be fully burdened to include all necessary elements such as but not limited to salary, general administrative expenses, travel, mileage, overhead and fee/profit needed to perform all of the services described under this solicitation. PAYMENT SCHEDULE 2018 Projected No. of Claims Claim Rate 1) WORKERS' COMPENSATION: MEDICAL ONLY 76 INDEMNITY 14 OR—FLAT MONTHLY FEE ADDITIONAL SERVICES: MEDICARE REPORTING (Monthly Fee) /MO. PER CLAIM COST FOR PRIOR CLAIMS FILES 2) PROPERTY AND CASUALTY: AUTO LIABILITY BODILY INJURY 4 AUTO LIABILITY PROPERTY DAMAGE 1 AUTO PHYSICAL DAMAGE 0 GENERAL LIABILITY BODILY INJURY 4 GEN. LIABILITY PROPERTY DAMAGE 4 PROFESSIONAL LIABILITY 0 PROPERTY 1 THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 31 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 530 of 1324 REQUEST FOR PROPOSALS FOR THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS RFP No.: 004-1710-19/IT COST PROPOSAL FORM (CONTINUED) PAYMENT SCHEDULE 2018 Projected No. of Claims Claim Rate ELECTRONIC INCIDENTS 0 OR—FLAT MONTHLY FEE ADDITIONAL SERVICES: MEDICARE REPORTING (Monthly Fee) /MO. PER CLAIM COST FOR PRIOR CLAIMS FILES "The City reserves the right to Workers' Compensation and Property and Casualty either to the same or separate company." COMPANY NAME AUTHORIZED SIGNATURE TELEPHONE NO. PRINTED NAME E-MAIL ADDRESS TITLE DATE THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 32 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 531 of 1324 STATEMENT OF QUALIFICATIONS Each qualifier proposing on work included in these General Documents shall prepare and submit the data requested in the following schedule of information. This data must be included in and made part of each RFP document. Failure to comply with this instruction may be regarded as justification for rejecting the RFP response. * attach additional sheets giving the information 1. Name of Qualifier: 2. Business Address: 3. When Organized: 4. Where Incorporated: 5. How many years have you been engaged in business under the present firm name? 6. General character of work performed by your company. 7. Enclose evidence of possession of required licenses and/or business permits. 8. Number of employees. 9. Background and experience of principal members of your personnel, including officers. 10. Bonding capacity, if applicable. 11. Have you ever defaulted on a contract? If so, where and why?* THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 33 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 532 of 1324 12. Experience in performance of work similar in importance to this project. Project $Value Contact Name Phone # 13. Contracts on hand. * 14. Largest completed projects (include final cost). 1) 2) 3) 15. List all lawsuits (related to similar projects) or arbitration to which you have been a party and which: * 1) arose from performance: 2) occurred within the last 4 years: 3) provide case number and style: Dated at: this day of 20_ By: (written signature) Name: (printed or typed) Title: THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 34 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 533 of 1324 REFERENCES FOR (NAME OF FIRM) ""k 1\;, 1,1 1,l 1,l 1,l 1,l 1l 1,L 1,l 1"l 1,l 1,l 1,1 1"`. 1,l 1,l 1,l 1,l t, Company Name: Address: Contact Name: Phone: Fax: E-Mail: "¢l" "' 1\;, ll 1"l ll 1"l ll 1l l,L ll 1"l 1"l 1"l ll l,'. ll ll ll 1"l Company Name: Address: Contact Name: Phone: Fax: E-Mail: "¢l" "' 1\;, ll 1"l ll 1"l ll 1l l,L ll 1"l 1"l 1"l ll l,'. ll ll ll 1"l Company Name: Address: Contact Name: Phone: Fax: E-Mail: "¢l" "' 1\;, ll 1"l ll 1"l ll 1l l,L ll 1"l 1"l 1"l ll l,'. ll ll ll 1"l Company Name: Address: Contact Name: Phone: Fax: E-Mail: THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 35 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 534 of 1324 ANTI-KICKBACK AFFIDAVIT STATE OF FLORIDA ) SS COUNTY OF PALM BEACH ) I, the undersigned hereby duly sworn, depose and say that no portion of the sum herein submitted will be paid to any employees of the City of Boynton Beach as a commission, kickback, reward of gift, directly or indirectly by me or any member of my firm or by an officer of the corporation. By: NAME - SIGNATURE Sworn and subscribed before me this day of 20 Printed Information: NAME TITLE NOTARY PUBLIC, State of Florida at Large COMPANY "OFFICIAL NOTARY SEAL" STAMP THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 36 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 535 of 1324 NON COLLUSION AFFIDAVIT State of ) County of ) being first duly sworn, deposes and says that: 1) He/She is of , the qualifier (Title) (Name of Corporation or Firm) who has submitted the attached RFP No. 004-1710-19/IT for THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS 2) He/She is fully informed respecting the preparation and contents of the attached submittal and of all pertinent circumstances respecting such submittal; 3) Said RFP is genuine and is not a collusive or sham RFP; 4) Further, the said qualifier nor any of its officers, partners, owners, agents, representatives, employees or parties in interest, including this affiant, has in any way colluded, conspired, connived or agreed, directly or indirectly with any other qualifier, firm or person to submit a collusive or sham RFP in connection with the Contract for which the attached RFP has been submitted or to refrain from bidding in connection with such Contract, or has in any manner, directly or indirectly, sought by agreement or collusion or communications or conference with any other qualifier, firm or person to fix the price or prices in the attached RFP or of any other qualifier, or to fix any overhead, profit or cost element of the RFP price or the RFP price of any other qualifier, or to secure through any collusion, conspiracy, connivance or unlawful agreement any advantage against the City of Boynton Beach or any person interested in the proposed Contract; and 5) The price or prices quoted in the attached bid are fair and proper and are not tainted by any collusion, conspiracy, connivance or unlawful agreement on the part of the qualifier or any of its agents, representatives, owners, employees, or parties in interest, including this affiant. (Signed) (Title) Subscribed and sworn to before me This day of 20 My commission expires THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 37 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 536 of 1324 CONFIRMATION OF MINORITY OWNED BUSINESS A requested form to be made a part of our files for future use and information. Please fill out and indicate in the appropriate spaces provided which category best describes your company. Return this form with your bid proposal sheet making it an official part of your bid response. Is your company a Minority Owned Business ? Yes No If Yes, please indicate by an "X" in the appropriate box: ( ) AMERICAN INDIAN ( ) ASIAN ( ) BLACK ( ) HISPANIC ( ) WOMEN ( ) OTHER (specify) ( ) NOT APPLICABLE Do you possess a Certification qualifying your business as a Minority Owned Business? YES NO If YES, Name the Organization from which this certification was obtained and date: Issuing Organization for Certification Date of Certification THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 38 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 537 of 1324 CONFIRMATION OF DRUG-FREE WORKPLACE IDENTICAL TIE SUBMITTALS Preference shall be given to businesses with drug-free workplace programs. Whenever two or more submittals which are equal with respect to price, quality, and service are received by the City of Boynton Beach or by any political subdivision for the procurement of commodities or contractual services, a submittal received from a business that certifies that it has implemented a drug-free workplace program shall be given preference in the award process. Established procedures for processing tie submittals will be followed if none of the tied Professionals have a drug-free workplace program. In order to have a drug-free workplace program, a business shall: 1) Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2) Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3) Give each employee engaged in providing the commodities or contractual services that are under submittal a copy of the statement specified in subsection (1). 4) In the statement specified in subsection (1), notify the employee that, as a condition of working on the commodities or contractual services that are under submittal, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of Chapter 893 or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than 5 days after such conviction. 5) Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee's community by, any employee who is so convicted. 6) Make a good faith effort to continue to maintain a drug-free workplace through implementation of this section. As the person authorized to sign the statement, I certify that this firm complies fully with the above requirements. Professional's Signature THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 39 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 538 of 1324 PALM BEACH COUNTY INSPECTOR GENERAL ACKNOWLEDGMENT The Respondent is aware that the Inspector General of Palm Beach County has the authority to investigate and audit matters relating to the negotiation and performance of this contract, and in furtherance thereof may demand and obtain records and testimony from the Contractor and its subcontractors and lower tier subcontractors. The Respondent understands and agrees that in addition to all other remedies and consequences provided by law, the failure of the Contractor or its subcontractors or lower tier subcontractors to fully cooperate with the Inspector General when requested may be deemed by the municipality to be a material breach of this contract justifying its termination. CONTRACTOR NAME By Title: Date: THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 40 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 539 of 1324 CITY OF BOYNTON BEACH LOCAL BUSINESS STATUS CERTIFICATION I, , the of (Name of officer of company) (Title of officer of company) , located at (Name of Corporation/Company) (Business Address) Certify that I am an authorized representative of the business and, on behalf of the Business, request that it be deemed to be a local business for purposes of the City of Boynton Beach Local Preference Program. Answering yes to Question 1 and Question 2 below will qualify the business as a local business. In support of this request, I certify the following to be true and correct: NAME OF BUSINESS: 1. Is the business located within the City limits YES NO Number of Years: of Boynton Beach, Florida? 2. Does the business have a business tax YES NO Business License receipt issued in the current year? Number: 3. Is the business registered with the Florida YES NO Division of Corporations? I understand that misrepresentation of any facts in connection with this request may be cause for removal from the certified local business list. I also agree that the business is required to notify the City in writing should it cease to qualify as a local business. Print Name: Signature: ***FOR PURCHASING USE ONLY*** Business License ❑ Year Established: ❑ Active: Verified by: Date: THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 41 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 540 of 1324 CERTIFICATION PURSUANT TO FLORIDA STATUTE § 287.135 I, on behalf of certify Print Name and Title Company Name that does not: Company Name 1. Participate in a boycott of Israel; and 2. Is not on the Scrutinized Companies that Boycott Israel List; and 3. Is not on the Scrutinized Companies with Activities in Sudan List; and 4. Is not on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List; and 5. Has not engaged in business operations in Syria. Submitting a false certification shall be deemed a material breach of contract. The City shall provide notice, in writing, to the Contractor of the City's determination concerning the false certification. The Contractor shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false certification was made in error. If the Contractor does not demonstrate that the City's determination of false certification was made in error then the City shall have the right to terminate the contract and seek civil remedies pursuant to Florida Statute § 287.135. Section 287.135, Florida Statutes, prohibits the City from: 1) Contracting with companies for goods or services in any amount if at the time of bidding on, submitting a proposal for, or entering into or renewing a contract if the company is on the Scrutinized Companies that Boycott Israel List, created pursuant to Section 215.4725, F.S. or is engaged in a boycott of Israel; and 2) Contracting with companies, for goods or services over $1,000,000.00 that are on either the Scrutinized Companies with activities in the Iran Petroleum Energy Sector list, created pursuant to s. 215.473, or are engaged in business operations in Syria. As the person authorized to sign on behalf of the Contractor, I hereby certify that the company identified above in the section entitled "Contractor Name" does not participate in any boycott of Israel, is not listed on the Scrutinized Companies that Boycott Israel List, is not listed on either the Scrutinized Companies with activities in the Iran Petroleum Energy Sector List, and is not engaged in business operations in Syria. I understand that pursuant to section 287.135, Florida Statutes, the submission of a false certification may subject the company to civil penalties, THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 42 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 541 of 1324 attorney's fees, and/or costs. I further understand that any contract with the City for goods or services may be terminated at the option of the City if the company is found to have submitted a false certification or has been placed on the Scrutinized Companies with Activities in Sudan list or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List. COMPANY NAME SIGNATURE PRINT NAME TITLE THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 43 COMPLETE AND ACCEPTABLE. RFP No. 004-1710-19/IT Page 542 of 1324 @ / - / - LU c o \ 5 - t § ■ 2 @U • n m § ° z a � 0 £ ) ■ 0 � § o —_ - - \ - k 0 § ° (1) _ / § o v — q D kE ¥ \ 2 \ = e / U 2 § 7 / N D X40 _ � 2 C, .. = 7 « / \ $ 0 o Co- ° o 2 E M ° S ¥ 7 � / § \ ( = E ■ LU a \ 22f § S [ � 6 -- 2 o2gLU U) 04- 0 two g n o @ a \3E 2 2222 200 § O co CL E »® U LL F_ 'e E c @ S f_ e 2 /\ 2 C ° ° / 2 d2 ° � — / o gam = k * _ ■ o ■ � m O Co = ■ 7 � / 2 G ECo � $ § 2 \ o 2 § \ % � 7f � & [ � § \ � O oco CL 0 Cl) \ 53 0 � c d � £ / off ® � i -0 c � / 2 O § f = ■ & \ Co I-- C)_ a = oo \ LL LU _jf k Co § n # \ § o = e E 1 \ -0 \ 4) 2 mo = o mLU / / cL § \ mak LU I LU � LU � U E/ ƒ § ¥ / 7 Lu § O $ �® 0 \ \ g 0U LL 2 = aW 0 « 0 0 CL 0 \ /\ 2 k /k 2 F_ 5CL= r — 2 « § ± 0 , 2 ±/ E0 F_ 0 2 y2 ± _ ■ _ C/) 99§ 2 \ \ \ CL { 0) § ¥ Co 2 \ k / � a �\ E\ § k Cl) �kf _ \ a \ \ k / co E 0) 0 0 m ko \ z 0U W / $ \ w f £ = f 0 e n § cu = o / 7 -2 7 5o f 0 0 2 ( \ R = = 0 ■ n o o = STATEMENT OF NO SUBMITTAL If you are not submitting an RFP for this project, please complete and return this form to: PROCUREMENT SERVICES, City of Boynton Beach, 3301 Quantum Blvd., Suite 101, Boynton Beach, Florida 33426. Failure to respond may result in deletion of Firm's name from the City's Firm list. COMPANY NAME: ADDRESS: TELEPHONE: SIGNATURE: DATE: WE, the undersigned have declined to respond to your RFP No. 004-1710-19/IT THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS" because of the following reasons: Specifications too "tight", i.e., geared toward brand or manufacturer only (explain below) Insufficient time to respond to the Invitation We do not offer this product or an equivalent Our product schedule would not permit us to perform Unable to meet specifications Unable to meet bond requirements Specifications unclear (explain below) Other (specify below) REMARKS: 45 Page 544 of 1324 "DRAFT" SUBJECT TO REVISIONS PRIOR TO SIGNING. AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND FIRM THIS AGREEMENT is entered into between the City of Boynton Beach, hereinafter referred to as "the City", and , hereinafter referred to as "Firm", in consideration of the mutual benefits, terms, and conditions hereinafter specified. 1. PROJECT DESIGNATION. The Firm is retained by the City to perform professional services in connection with the RFP No. 004-1710-19/IT for THIRD PARTY ADMINISTRATION FOR WORKERS' COMPENSATION FOR PROPERTY AND CASUALTY CLAIMS 2. SCOPE OF SERVICES. Firm agrees to perform the services, identified in Section II—Scope of Services and attached hereto as Exhibit A. 3. TIME FOR PERFORMANCE. Work under this agreement shall commence upon written notice by the City to the Firm to proceed. Firm shall perform all services and provide all work product required pursuant to this agreement upon written notice to proceed. 4. TERM: This Agreement shall commence upon award by City Commission. 5. PAYMENT: The City will pay the Firm, the fees as set forth in Exhibit B, Fees and Payments, which is attached hereto and made a part hereof. These fees will be paid by the City for completed work and for services rendered under this agreement as follows, not to exceed a. Payment for the work provided by Firm shall be made promptly on all invoices submitted to the City properly, provided that the total amount of payment to Firm shall not exceed the total contract price without express written modification of the Agreement signed by the City Manager or her designee. b. The Firm may submit invoices to the City once per month during the progress of the work for partial payment for project completed to date. Such invoices will be reviewed by the City, and upon approval thereof, payment will be made to the Firm in the amount approved. c. Final payment of any balance due the Firm of the total contract price earned will be made promptly upon its ascertainment and verification by the City after the completion of the work under this Agreement and its acceptance by the City. d. Payment as provided in this section by the City shall be full compensation for work performed, services rendered and for all materials, supplies, equipment and incidentals necessary to complete the work. e. The Firm's records and accounts pertaining to this agreement are to be kept available for inspection by representatives of the City and State for a period of three (3) years after the termination of the Agreement. Copies shall be made available upon request. 6. OWNERSHIP AND USE OF DOCUMENTS. All documents, drawings, specifications and other materials produced by the Firm in connection with the services rendered under this Agreement shall be the property of the City whether the project for which they are made is executed or not. The Firm shall be permitted to retain copies, including reproducible copies, Page`N45 of 1324 of drawings and specifications for information, reference and use in connection with Firm's endeavors. 7. COMPLIANCE WITH LAWS. Firm shall, in performing the services contemplated by this Agreement, faithfully observe and comply with all federal, state and local laws, ordinances and regulations that are applicable to the services to be rendered under this agreement. 8. INDEMNIFICATION. Firm shall indemnify, defend and hold harmless the City, its offices, agents and employees, from and against any and all claims, losses or liability, or any portion thereof, including fees and costs, arising from injury or death to persons, including injuries, sickness, disease or death to Firm's own employees, or damage to property occasioned by a negligent act, omission or failure of the Firm. 9. INSURANCE. The Firm shall secure and maintain in force throughout the duration of this contract comprehensive general liability insurance with a minimum coverage of $1,000,000 per occurrence and $1,000,000 aggregate for personal injury; and $1,000,000 per occurrence/aggregate for property damage, and professional liability insurance in the amount of$1,000,000 per occurrence to$2,000,000 aggregate with defense costs in addition to limits; workers' compensation insurance, and vehicular liability insurance. Said general liability policy shall name the City of Boynton Beach as an "additional named insured" and shall include a provision prohibiting cancellation of said policy except upon thirty (30) days prior written notice to the City. Certificates of coverage as required by this section shall be delivered to the City within fifteen (15) days of execution of this agreement. -a I...milit of. Re liess, th-alp. bAge Im.111111oR dollars ($2,000,000) aggregate with a PeF Glairn(10,04) Of the IiFnit of liability. Firm shall AG-tify the Gity OR WFitiRg WithiR thiFty (30) day6 of aRY Glaim filed eir m.-ade agaiRGt it6 PF9fQ_1313 0G.Ral Liability IR66IFaRGe ReliGy. 4n the PFGPn40GRal exte.p4 nay icor! by 66 inh RegligeRt orrnrc nr nmic IGOGRG 10. INDEPENDENT CONTRACTOR. The Firm and the City agree that the Firm is an independent contractor with respect to the services provided pursuant to this agreement. Nothing in this agreement shall be considered to create the relationship of employer and employee between the parties hereto. Neither Firm nor any employee of Firm shall be entitled to any benefits accorded City employees by virtue of the services provided under this agreement. The City shall not be responsible for withholding or otherwise deducting federal income tax or social security or for contributing to the state industrial insurance program, otherwise assuming the duties of an employer with respect to Firm, or any employee of Firm. 11. COVENANT AGAINST CONTINGENT FEES. The Firm warrants that he has not employed or retained any company or person, other than a bona fide employee working solely for the Firm, to solicit or secure this contract, and that he has not paid or agreed to pay any company or person, other than a bona fide employee working solely for the Firm, any fee, commission, percentage, brokerage fee, gifts, or any other consideration contingent upon or resulting from the award or making of this contract. For breach or violation of this warranty, the City shall have the right to annul this contract Page`646 of 1324 without liability or, in its discretion to deduct from the contract price or consideration, or otherwise recover, the full amount of such fee, commission, percentage, brokerage fee, gift, or contingent fee. 12. DISCRIMINATION PROHIBITED. The Firm, with regard to the work performed by it under this agreement, will not discriminate on the grounds of race, color, national origin, religion, creed, age, sex or the presence of any physical or sensory handicap in the selection and retention of employees or procurement of materials or supplies. 13. ASSIGNMENT. The Firm shall not sublet or assign any of the services covered by this Agreement without the express written consent of the City. 14. NON-WAIVER. Waiver by the City of any provision of this Agreement or any time limitation provided for in this Agreement shall not constitute a waiver of any other provision. 15. TERMINATION. a. The City reserves the right to terminate this Agreement at any time by giving ten (10) days written notice to the Firm. b. In the event of the death of a member, partner or officer of the Firm, or any of its supervisory personnel assigned to the project, the surviving members of the Firm hereby agree to complete the work under the terms of this Agreement, if requested to do so by the City. This section shall not be a bar to renegotiations of this Agreement between surviving members of the Firm and the City, if the City so chooses. 16. DISPUTES. Any disputes that arise between the parties with respect to the performance of this Agreement, which cannot be resolved through negotiations, shall be submitted to a court of competent jurisdiction in Palm Beach County, Florida. This Agreement shall be construed under Florida Law. 17. NOTICES. Notices to the City of Boynton Beach shall be sent to the following address: Lori LaVerriere, City Manager City of Boynton Beach P.O. Box 310 Boynton Beach, FL 33425-0310 Notices to Firm shall be sent to the following address: 18. INTEGRATED AGREEMENT. This agreement, together with attachments or addenda, represents the entire and integrated agreement between the City and the Firm and supersedes all prior negotiations, representations, or agreements written or oral. This agreement may be amended only by written instrument signed by both City and Firm. 19. PUBLIC RECORDS. Sealed documents received by the City in response to an invitation are exempt from public records disclosure until thirty (30) days after the opening of the Bid unless Page`547 of 1324 the City announces intent to award sooner, in accordance with Florida Statutes 119.07. The City is public agency subject to Chapter 119, Florida Statutes. The Contractor shall comply with Florida's Public Records Law. Specifically, the Contractor shall: A. Keep and maintain public records required by the CITY to perform the service; B. Upon request from the CITY's custodian of public records, provide the CITY with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in chapter 119, Fla. Stat. or as otherwise provided by law; C. Ensure that public records that are exempt or that are confidential and exempt from public record disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and, following completion of the contract, Contractor shall destroy all copies of such confidential and exempt records remaining in its possession once the Contractor transfers the records in its possession to the CITY; and D. Upon completion of the contract, Contractor shall transfer to the CITY, at no cost to the CITY, all public records in Contractor's possession All records stored electronically by Contractor must be provided to the CITY, upon request from the CITY's custodian of public records, in a format that is compatible with the information technology systems of the CITY. E. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: JUDY PYLE, CITY CLERK 3301 QUANTUM BLVD., SUITE 101 BOYNTON BEACH, FLORIDA, 33426 561-742-6061 PYLEJ@BBFL.US 20 - SCRUTINIZED COMPANIES -- 287.135 AND 215.473 By execution of this Agreement, Contractor certifies that Contractor is not participating in a boycott of Israel. Contractor further certifies that Contractor is not on the Scrutinized Companies that Boycott Israel list, not on the Scrutinized Companies with Activities in Sudan List, and not on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or has Contractor been engaged in business operations in Syria. Subject to limited exceptions provided in state law, the City will not contract for the provision of goods or services with any scrutinized company referred to above. Submitting a false certification shall be deemed a material breach of contract. The City shall provide notice, in writing, to Contractor of the City's determination concerning the false certification. Contractor shall have five (5) days from receipt of notice to refute the false certification allegation. If such false certification is discovered during the active contract term, Contractor shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false Page 4J48 of 1324 certification was made in error. If Contractor does not demonstrate that the City's determination of false certification was made in error then the City shall have the right to terminate the contract and seek civil remedies pursuant to Section 287.135, Florida Statutes, as amended from time to time. DATED this day of 20 CITY OF BOYNTON BEACH Lori LaVerriere, City Manager Signature of Authorized Official Printed Name of Authorized Official Attest/Authenticated: Title (Corporate Seal) Judy Pyle, City Clerk Approved as to Form: Attest/Authenticated: James A. Cherof, City Attorney Secretary Page V49 of 1324 EXHIBIT A SCOPE OF SERVICES [Scope of Services will be inserted prior to execution] Page IJ50 of 1324 EXHIBIT B FEES AND PAYMENTS [Will be inserted prior to execution] Page 1'51 of 1324 6.C. CONSENTAGENDA 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: PROPOSED RESOLUTION NO. R18-176-Authorize the City Manager to sign the second amendment to the Towing Franchise Agreement with Becks Towing & Recovery for the period December 15, 2018 to December 14, 2019 for an annual franchise fee of$12,000. EXPLANATION OF REQUEST: The current franchise agreement was for a three (3) year period that ends on December 14, 2018 and has the option for two (2), one (1) year renewals. The current agreement was awarded to two (2) vendors, staff is recommending renewing the contract with only one vendor for the renewal year of December 15, 2018 thru December 14, 2019. It is the staff's intent to issue a new RFP for towing franchise during the spring/summer of 2019 to take effect at the end of this renewal period December 15, 2019. The current agreement with Beck's provided for an annual franchise fee of$101,123, the vendor has indicated that over the 3 year period their costs have increased and they have seen a reduction in calls. Based on this they have offered to renew for a year but at a much lower annual franchise fee. Based on the current vendors concerns staff sees the need to re advertise the RFP to see how the market has changed but will need the agreement to be renewed to give time to review, update and advertise the RFP for ne)d year. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? Staff recommends renewing for a year with a single vendor. The vendor will continue the current level of service and administration. By renewing for a year it will provide staff with time to review and update the RFP document and advertise for these services. FISCAL IMPACT: This will provide franchise revenue of$12,000 annually for the general fund. ALTERNATIVES: Do not approve renewal and not have a towing company available. STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: Page 552 of 1324 CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: ATTACHMENTS: Type Description D Resolution Resolution approving Second Amendment to Towing Franchise Agreement D Amendment Second Amendment D Attachment Original Agreement D Attachment First Amendment Page 553 of 1324 1 RESOLUTION NO. R 18- 2 3 A RESOLUTION OF THE CITY OF BOYNTON 4 BEACH, FLORIDA, APPROVING AND 5 AUTHORIZING THE CITY MANAGER TO SIGN THE 6 SECOND AMENDMENT TO AGREEMENT FOR 7 VEHICLE TOWING ROTATION PROGRAM FOR THE 8 ONE YEAR PERIOD DECEMBER 15, 2018 TO 9 DECEMBER 14, 2019 AND AN ANNUAL FRANCHISE 10 FEE OF $12,000; AND PROVIDING AN EFFECTIVE 11 DATE. 12 13 WHEREAS, the current Franchise Agreement was for a three (3) year period that ends 14 on December 14, 2018 and has the option for two (2), one (1) year renewals; and 15 WHEREAS, although the current agreement was awarded to two (2) vendors, staff is 16 recommending renewing the contract with only one vendor for the renewal year of December 15, 17 2018 thru December 14, 2019; and 18 WHEREAS, it is staffs intent to issue a new RFP for towing franchise during the 19 spring/summer of 2019 to take effect at the end of this renewal period December 15, 2019; and 20 WHEREAS, the current agreement with Beck's provided for an annual franchise fee of 21 $101,123, which the vendor has indicated that over the 3 year period their costs have increased 22 and they have seen a reduction in calls and therefore, based on this they have offered to renew 23 for a year but at a much lower annual franchise fee; and 24 WHEREAS, the City Commission of the City of Boynton Beach, upon the 25 recommendation of staff, deems it in the best interest of the citizens and residents of the City 26 of Boynton Beach to approve and authorize the City Manager to sign a Second Amendment 27 to the Towing Franchise Agreement with Beck's Towing & Recovery for the period of 28 December 15, 2018 to December 14, 2019 for an annual franchise fee of$12,000. 29 NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF C:\Program Files(X86)\Neevia.Com\Docconverterpro\Temp\NVDC\9A57AC5D-F994-403C-953A-3C9DBDCBEF1 B\Boynton Beach.13651.1.Second_Amendment_To_Towing_Franchise_(2018)__Reso.Docx Page 554 of 1324 30 THE CITY OF BOYNTON BEACH, FLORIDA, THAT: 31 Section 1. The foregoing "Whereas" clauses are hereby ratified and confirmed as 32 being true and correct and are hereby made a specific part of this Resolution upon adoption. 33 Section 2. The City Commission of the City of Boynton Beach, Florida, hereby 34 approves and authorizes the City Manager to sign a Second Amendment to the Towing 35 Franchise Agreement with Beck's Towing& Recovery for the period of December 15, 2018 36 to December 14, 2019 for an annual franchise fee of $12,000, a copy of the Second 37 Amendment is attached hereto as Exhibit"A". 38 Section 3. That this Resolution shall become effective immediately. 39 PASSED AND ADOPTED this day of , 2018. 40 CITY OF BOYNTON BEACH, FLORIDA 41 42 YES NO 43 44 Mayor— Steven B. Grant 45 46 Vice Mayor— Christina L. Romelus 47 48 Commissioner—Mack McCray 49 50 Commissioner—Justin Katz 51 52 Commissioner—Aimee Kelley 53 54 VOTE 55 ATTEST: 56 57 58 59 Judith A. Pyle, CMC 60 City Clerk 61 62 63 (Corporate Seal) 64 C:\Program Files(X86)\Neevia.Com\Docconverterpro\Temp\NVDC\9A57AC5D-F994-403C-953A-3C9DBDCBEF1 B\Boynton Beach.13651.1.Second_Amendment_To_Towing_Franchise_(2018)__Reso.Docx Page 555 of 1324 SECOND AMENDMENT TO THE TOWING FRANCHISE AGREEMENT THIS SECOND AMENDMENT, dated the day of , 2016, between: CITY OF BOYNTON BEACH, a municipal corporation, P.O. Box 310, Boynton Beach,Florida 33425, hereinafter referred to as "CITY"; and BECK'S TOWING & RECOVERY, INC., a company authorized to do business in the State of Florida, with its principal place of business at 410 N.E. Fifth Avenue, Boynton Beach,FL 33435, hereinafter referred to as "CONTRACTOR." WITNESSETH: WHEREAS, on December 15, 2015, the CITY and CONTRACTOR entered into a Towing Franchise Agreement ("Agreement") whereby CONTRACTOR was engaged to provide vehicle towing and storage services for the CITY; and WHEREAS, the Agreement incorporated the terms and conditions set forth in the City's Request For Proposals From Towing Contractors, RFP No.: 064-2110-15/JMA(the RFP); and WHEREAS, on July 1, 2016, Chapter 2016-179, Laws of Florida, amended the Florida Contraband Forfeiture Act requiring the forfeiting agency to be responsible for the storage and maintenance of seized vehicles held for forfeiture proceedings the CITY and CONTRACTOR signed the First Amendment; and WHEREAS, the CITY and the CONTRACTOR desire to amend the Agreement in accordance with the terms set forth herein. NOW, THEREFORE, for and in consideration of the mutual covenants and other good and valuable consideration, the Parties hereto agree as follows: SECTION 1. The foregoing "Whereas" clauses are hereby ratified as being true and correct, and incorporated herein. SECTION 2. Section 4.1.1 of Article 4, entitled "Term and Termination," shall be amended to state the following: 4.1.1 This is a three year (3) year term contract commencing on December 15, 2015 and ending on December 14, 2018. The CITY and CONTRACTOR wishes to renew the agreement for a one (1) year period commencing on December 15, 2018 and ending on December 14, 2019. Pagel of 3 Page 556 of 1324 SECTION 3. Add section 3.1.4 of Article 3 entitled "Compensation and Method of Payment" shall be read as follows: 3.1.4 The CONTRACTOR shall pay the CITY the sum of$12,000 annually, payable in monthly installments for the renewal period of December 15, 2018 thru December 14, 2019, the first monthly payment due on or before December 15, 2018 and thereafter on the 15ffi of each month ending on November 15, 2019. SECTION 4. The Parties agree that in all other respects the Agreement shall remain in full force and effect, except as specifically modified by this Second Amendment. THE REST OF THIS PAGE HAS BEEN INTENTIONALLY LEFT BLANK. Page 2 of 3 Page 557 of 1324 IN WITNESS OF THE FOREGOING, the parties have set their hands and seals the day and year first written above. CITY OF BOYNTON BEACH ATTEST: BY: CITY CLERK Lori LaVerriere, City Manager APPROVED AS TO FORM James A. Cherof, City Attorney WITNESS: CONTRACTOR BY: ' TITLE Beck's Towing&Recovery, Inc. STATE OF FLORIDA COUNTY OF BROWARD BEFORE ME, an officer duly authorized by law to administer oaths and take acknowledgments, personally appeared as , of , a Florida corporation, and acknowledged execution of the foregoing Agreement as the proper official of , for the use and purposes mentioned in it and affixed the official seal of the corporation, and that the instrument is the act and deed of that corporation. IN WITNESS OF THE FOREGOING, I have set my hand and official seal at in the State and County aforesaid on this_day of , 2018. NOTARY PUBLIC My Commission Expires: Page 3 of 3 Page 558 of 1324 TOWING FRANCHISE AGREEMENT THIS AGREEMENT, dated the le day of December 2015 is between: THE CITY OF BOYNTON BEACH, a municipal corporation, with its principal place of business at 100 East Boynton Beach Boulevard, Boynton Beach, Florida 33435, hereinafter referredto as "CITY', and BECK'S TOWING & RECOVERY, INC., a company authorized to do business in the State of Florida, with its principal place of business at 410 N.E. Fifth Avenue, Boynton Beach, FL 33435, hereinafter referred to as "CONTRACTOR". W I T N E S S E T H: WHEREAS, the City Commission of the City of Boynton Beach, Florida, following a competitive selection process has awarded Contractor a non-exclusive franchise agreement to perform towing services in and for the City, subject execution of a written agreement; and WHEREAS, the establishment of minimum contractual standards of qualitya' nd efficiency for emergency recovery, towing and storage services utilized by law enforcement agencies is in the public interest; and WHEREAS, utilization of improper equipment or unqualified operators exposes public safety personnel and others present at an accident or recovery scene to undue safety hazards, results in undue damage to vehicles, and causes excessive delays in clearing the highway and securing the vehicles; and WHEREAS, the City has determined, based on material representations of the Contractor as set forth int Contractor's response to the City's request for proposals, that Contractor can perform the services in accord with the parameters set forth in the City's Request for Proposals, as amended. NOW, THEREFORE, in consideration of the mutual terms and conditions, promises, covenants, and payments hereinafter set forth, CITY and CONTRACTOR hereby agree as follows: ARTICLE I SERVICES AND RESPONSIBILITIES 1.1 GENERAL 1.1.1 The CONTRACTOR, for and in consideration of the agreements of the CITY herein contained, agrees to remove vehicles from the streets or other property within the CITY, or from any other location, as directed by authorized representatives of the. Page 559 of 1324 1.1.2 The CONTRACTOR agrees that in the performance of this Agreement, it will not discriminate or permit discrimination in its hiring practices, or in the performance of this Agreement, against any person on the basis of his or her race, sex, religion, political affiliation or national origin. 1.1.3 The CONTRACTOR understands that nothing in this Agreement will prevent the owner or operator of a motor vehicle from calling a wrecker or tow truck of his own choice or requesting that his or her vehicle be towed to a-garage or compound other than that of the CONTRACTOR. 1.1.4 The CONTRACTOR shall furnish all services, labor, equipment, and materials necessary and as may be required in the performance of this Agreement, except as otherwise specifically provided for herein, and all work performed under this Agreement shall be done in a professional manner. 1.1.5 The CONTRACTOR hereby represents to CITY, with full knowledge that CITY is relying upon these representations when entering into this Agreement with CONTRACTOR, that CONTRACTOR has the professional expertise, experience and manpower to perform the services to be provided by CONTRACTOR pursuant to the terms of this Agreement. 1.1.6 The CONTRACTOR agrees to permit members of the CIlYs Police Department or other authorized CITY personnel to inspect its compound(s), equipment, stored vehicles, personaI property and records, relative to this Agreement, whenever, in the opinion of said representatives of the CITY, such inspection is deemed reasonably necessary. 1.1.7 All terms and conditions of the City Request for Proposals and all responses by Contractor are incorporated by reference and shall constitute the material provisions of this Agreement as though set forth herein. The City's Request for Proposal No. 064-2110-15/JMA, is attached as Exhibit "A". The Contractors Proposal is attached as Exhibit"B". ARTICLE 2 MINIMUM §TANDARDS 2.1 THE COMPOUND 2.1.1 The Contractor shall operate, maintain and provide a secured storage facility(s)for impounded and confiscated vehicles. Storage facility may not be subcontracted. The storage area must have a durable surface, properly drained and enclosed. No repair work or servicing of vehicles shall be permitted in the storage area. Inside storage to handle a minimum of 15 vehicles, properly spaced to provide access for removal ora ii vehicles. 2.1.2 The City desires to have a minimum of 100 vehicle spaces available for outside storage, properly spaced to provide access for removal or addition of vehicles. Proposers bidding on the following options must have minimum spaces available at time of proposal as stated below: Option 11 -Two Providers: Minimum 50 spaces each; 2 Page 560 of 1324 2.1.3 All indoor storage must be located within City Limits. Contractor shall maintain a minimum of 15 outdoor storage spaces on site with Office operations is must be located within the City limits. Location of remainder of outside storage site(s) shall not exceed a distance of 10 it from any city boundary. 2.1.4 Crime Scene Storage facility for vehicles which have been marked "HOLD" by the City of Boynton Beach Police Department relative to a crime scene investigation shall be stored at an inside secured facility within the City limits. 2.1.5 Contractor may operate multiple storage facilities to meet the minimums. 2.1.6 The Contractor shall provide on a 24 hour basis, attendants and sufficient equipment for immediate response to calls for service at the storage location(s) from the City of Boynton Beach Police Department or other Departments. 2.1.7 Storage location sites shall not be changed unless prior written approval is received by the City of Boynton Beach. 2.1.8 Storage location site shall meet or exceed Palm Beach County Towing Ordinance 2011-008 requVements and all applicable City/County zoning requirements. 2.1.9 Proof of Contractor ownership or lease oft storage facility shall be provided to the City prior to the commencement of the lease and is a condition precedent and ongoing requirement of the Agreement. 2.2 EQUIPMENT 2.2.1 At a minimum, Contractor shall own or lease four (4) Class "A" Towing/Recovery Vehicles and two (2) Class 'B" Towing/Recovery Vehicles intheir fleet at time of RFP opening to be considered. 2.2.2 Definition of Vehicle Class specifications (A, B, C) shall be per Palm Beach County Ordinance 2011-008 Palm Beach County Towing Ordinance adopted May 17, 2011 and as amended. 2.2.3 Tow Truck Class Specifications: Additionally, Contractor shall, within forty-five (45) days of award, prior to execution of Tow Franchise Agreement and as a condition precedent to engaging in towing activities in the City own or have under lease or under a joint use agreement the following: Option 11 -Two Providers: One (1) Class "D" Towing/Recovery Vehicle 2.2.4 Additionally, Contractor, at time of RFP shall provide information that Contractor will have access through sub-contract, lease, or joint use agreement, to one (1) Lowboy with capabilities to transport all large scale City Trucks (Fire Trucks and Sanitation Trucks) at approximately 64,000 lbs. The Lowboy shall have: air ride suspension, power winch, pulling 3 Page 561 of 1324 capability 12,000 lbs minimum for dead pull, air brakes with auxiliary air supply and shall be a minimum 48' Ion g. 2.2.5 All wrecker equipment shall have a current Palm Beach County Towing Operator Permit and a valid Inspection Approval Decal on the equipment. Equipment listed below shall be outfitted at all times with equipment designated on Palm each County Vehicle Inspection Form. ARTICLE 3 COMPENS6TION AND METHOD OF PAYMEN 3.1.1 The CONTRACTOR shall pay the CITY the sum of $101,123.00 annually, payable in quarterly installments for the privilege of engaging in this Agreement with the CITY. The firstquarterly paymen-t shall be made on or before December 15, 2015 and thereafter in quarterly each March 15th, June 15th, September 15th, and December 15th. 3.1.2 The CONTRACTOR shall charge for vehicle towing and/or storage in accordance with the schedule of rates attached hereto as Exhibit "C": Palm Beach County and made a part hereof by reference. 3.1.3 The CONTRACTOR shall directly bill the vehicle owner/operator for towing and storage charges. ARTICLE 4 TERM AND TERMI 4ATION 4.1.1 This is a three (3) year term contract commencing December 15, 2015 and ending December 14, 2018. This contract may be renewed for two additional one-year terms upon mutual agreement of City and Contractor. 4.1.2 This Agreement may be terminated by either party for cause upon thirty (30) days written notice by the CITY to CONTRACTOR in is event the CONTRACTOR shall be paid its compensation for services performed through the termination date. In the event that the CONTRACTOR abandons this Agreement or causes it to be terminated, it shall indemnify the CITY against any loss pertaining to this termination up to a maximum of the full contracted fee amount. All finished orunfinished documents, data, studies, plans, surveys, and reports prepared by CONTRACTOR shall become the property of CITY and shall be delivered by CONTRACTOR to CITY. 4.1.3 Notice of intent to terminate, and the reason(s)therefor, shall be given in writing by certified mail, return receipt requested or by hand delivery. 4.1.4 Upon the CITY's notification of intent to terminate for cause, the CONTRACTOR shall have thirty (30) days from receipt of said notice to cure any default, provided, however, that the CONTRACTOR shall have not more than two (2)opportunities to cure in any calendar year; or 4 Page 562 of 1324 4.1.5 The CITY's Police Department may issue a formal reprimand to the CONTRACTOR for any act of omission or commission which, in its sole discretion, is deemed to be a violation of this Agreement. Any number of reprimands shall be grounds for termination of this Agreement and/or removal of the CONTRACTOR from consideration of renewal of the Agreement. The precise number and severity of reprimands thereof to be determined are at the sole discretion of the CITY's Police Department. 4.1.6 Upon the completion of this Agreement or termination by either Party, vehicles marked forconfiscation by the CITY's Police Department for use by the CITY's Police Department in accordance with State Statute, will be towed to the Public Safety Building Compound. 4.1.7 This Agreement may also be terminated by the CITY for convenience upon thirty (30) days written notice by the CITY to CONTRACTOR. In the event the Agreement is terminated for convenience, the annual franchise fee shall be prorated. ARTICLE 5 ADDITIONAL PROVISIONS 5.1.1 NOTICE: Whenever any party desires to give notice unto any other party, it must be given by written notice, sent by registered United States mail, with return receipt requested, hand delivery or facsimile transmission with receipt of delivery, addressed to the party for whom it is intended and the remaining party, at the places last specified, and the places for giving of notice shall remain such until they shall have been changed by written notice in compliance with the provisions of this section. For the present, the CONTRACTOR and the CITY designate the following as the respective places for the giving of notice: City: Lod LaVerriere, City Manager City of Boynton each 100 East Boynton Beach Blvd. Boynton Beach, FL 33435 Phone: (561) 742-6010 Fax: (561) 742-6011 Copy To: James A. Cherof, City Attorney Goren, Cof, Doody, & Ezrol, P.A. 3099 East Commercial Boulevard, Suite 200 Fort Lauderdale, Florida 33308 Phone: (954) 771- Fax: (954) 771-4923 5 Page 563 of 1324 Contractor: Steven Beck Beck's Towing & Recovery, Inc. 410 N.E. 5th Avenue Boynton each, FL 33435 Phone: (561) 369-1096 Fax: (561)369-0698 5.1.2 ASSIGNMENT/AMENDMENTS. This Agreement, or any interest herein, shall not be assigned, transferred or otherwise encumbered, under any circumstances, by the CONTRACTOR without the prior written consent of CITY. For purposes of this Agreement, any change of ownership of CONTRACTOR shall constitute an assignment which requires CITY approval. However, this Agreement shall run to the CITY and its successors and assigns. It is further agreed that no modification, amendment or alteration in the terms or conditions contained herein shall be effective unless contained in a written document executed with the same formality and of equal dignity herewith. 5.1.3 NO CONTINGENT FEES. The CONTRACTOR warrants that it has not employed or retained any company or person, other than a bona fide employee working solely for the CONTRACTOR, to solicit ors cure this Agreement, and that it has not paid or agreed to pay any person, company, corporation, individual or firm, other than a bona fide employee working solely for CONTRACTOR any fee, commission, percentage, gift, or other consideration contingent upon or resulting from the award or making of this Agreement. For the breach or violation of this provision, the CITY shall have the right toterminate the Agreement, without liability, at its discretion and to deduct from the contract price, or otherwise recover the full amount of such fee, commission, percentage, gift or consideration. 5.1.4 BINDING AUTHORITY. Each person signing this Agreement on behalf of either party individually warrants that he or she has full legal power to execute this Agreement on behalf of the party for whom he or she is signing, and to bind and obligate such party with respect to all provisions contained in this Agreement. 5.1.5 HEADINGS. The headings contained herein are for the convenience of reference only and shall not be considered for the purpose of interpreting the provisions of this Agreement. 5.1.6 EXHIBITS. Each Exhibit referred to in this Agreement for an essential part of this Agreement. The exhibits, even if not physically attached, should be treated as part of this Agreement and are incorporated herein by reference. 5.1.7 SEVERABILITY. If any provision of this Agreement orapplication thereof to any person or situation shall to any extent, be held invalid or unenforceable, the remainder of this Agreement, and the application of such provisions topersons or situations other than those as to which it shall have been held invalid or unenforceable shall not be affected thereby, and shall continue in full for and effect, and be enforced to the fullest extent permitted by law. 5.1.8 GOVERNING LAW. This Agreement shall be governed by the laws of the State of Florida with venue lying in Palm Beach County, Florida. 6 Page 564 of 1324 5.1.9 LEGAL REPRESENTATION. It is acknowledged that each party to this .agreement had the opportunity to be represented by counsel in the preparation of this Agreement and, accordingly, the rule that a contract shall be interpreted strictly against the party preparing same shall not apply herein due to the joint contributions of both parties. 5.1.10 EXTENT OF THE AGREEMENT. This Agreement represents the entire and integrated agreement between the CITY and the CONTRACTOR and supersedes all prior negotiations, representations or agreements, either written oro I. 5.1.11 ATTORNEY'S FEES AND COSTS. In connection with any litigation arising out of or in connection with the Agreement, the prevailing party shall be entitled to recover reasonable attorney's fees and costs. IN WITNESS OF THE FOREGOING, the parties have set their hands and seals the day and year first written above. CITY OF BOYNTON BEACH ATTEST: BY: t, OK cc Lod LaVerriere, City Manager YCCLERR APPROVED AS TO FORM: Ja AesA. Ckherof, i A®rney BECK'S TOWING & RECOVERY, INC. Y I IBY: A PrintNam v Title: STATE OF FL RIDA COUNTY OF PALM BEACH The fare in .nstrument was acknowled ed before me this day of 209 W &e Biu ?k11,"e Al 1-1—le-k .of /I'M?(.r raid / A' and acknowledged he executed C7- 7 Page 565 of 1324 the foregoing rnt as the proper official of -1"g4 ® -_, for the use and purposes mentionedin it they I the o Icil seal of the corporation, and that the instrument is the act and deed of that corpr n. �hax pp _ �°•""'�� d P ( i t r f t Public- of Florida) * * MY COMMISSIONII EE 87V98 115 ®r PIE : X121, 17 > Rr,O�®� Banded Thru Bu N rySdvk" J/ 7' _ G ( rint, Type or Stamp Commis on Nameof NotaryPublic) Personally o n OR ProducedIdentification Type of Identification Produced s Page 566 of 1324 FIRST AMENDMENT TO THE TOWING FRANCHISE AGREEMENT THIS FIRST AMENDMENT,dated the_3_day of AUGUST , 2016, between: CITY OF BOYNTON BEACH, a municipal corporation, with its principal place of business at 100 East Boynton Beach Boulevard, Boynton Beach, Florida 33495, hereinafter referred to as "CITY'; and BECK'S TOWING & RECOVERY, INC., a company authorized to do business in the State of Florida, with its principal place of business at 410 N.E. Fifth Avenue, Boynton Beach, FL 33435,hereinafter referred to as "CONTRACTOR." WITNESSETH: WHEREAS,on December 15, 2015, the CITY and CONTRACTOR entered into a Towing Franchise Agreement ("Agreement") whereby CONTRACTOR was engaged to provide vehicle towing and storage services for the CITY; and WHEREAS, the Agreement incorporated the terms and conditions set forth in the City's Request For Proposals From Towing Contractors,RFP No.: 064-2110-15/JMA(the RFP); and WHEREAS, on July 1, 2016, Chapter 2016-179, Laws of Florida, amended the Florida Contraband Forfeiture Act requiring the forfeiting agency to be responsible for the storage and maintenance of seized vehicles held for forfeiture proceedings; and WHEREAS, the CITY and the CONTRACTOR desire to amend the Agreement in accordance with the terms set forth herein. NOW, THEREFORE, for and in consideration of the mutual covenants and other good and valuable consideration,the Parties hereto agree as follows: SECTION 1. The foregoing "Whereas" clauses are hereby ratified as being true and correct, and incorporated herein. SECTION 2. Paragraph 1.2, entitled "Storage Services," of Section IV, entitled "Scope of Services,"of the RFP is hereby amended to add Paragraph 1.2.4,which shall state the following: 1.2.4 The storage of confiscated vehicles held for forfeiture shall be towed and stored at no cost to the City, or the owner of the vehicle, until the forfeiture proceedings is completed. Storage under this section shall include regular maintenance of stored vehicles. The CONTRACTOR may tow any vehicle held for forfeiture to the CITY's secure impound (00142714.1306-9001821) Page 1 of 3 Page 567 of 1324 lot for storage by the CITY. CONTRACTOR shall tow any and all vehicle, both to and from,CITY's secure impound lot, at no cost to the CITY. SECTION 3. Paragraph 4.4, entitled "Releases," of Section IV, entitled "Scope of Services,"of the RFP is hereby amended to include the following: 4.4. ... The storage of confiscated vehicles held for forfeiture shall be held at no cost to the City or the owner until the forfeiture proceedings is completed. Storage under this section shall include regular maintenance of stored vehicles. SECTION 4. The Parties agree that in all other respects the Agreement shall remain in full force and effect, except as specifically modified by this First Amendment. THE REST OF THIS PAGE HAS BEEN INTENTIONALLY LEFT BLANK. 100142714.170rAW1821, Page 2 of 3 Page 568 of 1324 IN WITNESS OF THE FOREGOING,the parties have set their hands and seals the day and year first written above. CITY OF BOYNTON BEACH ATTEST: Y. Y CLERK Lori LaVerriere, City Manager APPR ED T FORM James A. Chero , City Attorney WITNESS: C R BY: -�Vjh,. 1/ , TITLE Beck's Towing&Recovery,Inc. STATE OF FLORIDA COUNTY OF PALM BEACH BEFORE ME, an officer duly authorized by law to administer oaths and take acknowledgments, personally appeare as , of k-16 t a Florida corporation, and acknowledged execution of the foregoing Agreement as the proper official of -5 Tlw,, for the use and purposes mentioned in it and affixed the official seal of the corporation, and tha the instrument is the act and deed of that corporation. IN WITNESS OF THE FOREGO G, j have set my hand and official seal at in the State and County aforesaid on this day of 41d, 2016. NOTARY PUBLIC Z�221X My C mmi sion Expires: BRANOICOOK Y.w�o MY COMMISSION#FF959376 JAC:BJS EXPIRES:JUN 06,2020 °f Bonded through 1st State Insurance (00 142714.1 30&9W 1921) Page 3 of 3 Page 569 of 1324 TOWING FRANCHISE AGREEMENT THIS AGREEMENT, dated the le day of December 2015 is between: THE CITY OF BOYNTON BEACH, a municipal corporation, with its principal place of business at 100 East Boynton Beach Boulevard, Boynton Beach, Florida 33435, hereinafter referredto as "CITY', and BECK'S TOWING & RECOVERY, INC., a company authorized to do business in the State of Florida, with its principal place of business at 410 N.E. Fifth Avenue, Boynton Beach, FL 33435, hereinafter referred to as "CONTRACTOR". W I T N E S S E T H: WHEREAS, the City Commission of the City of Boynton Beach, Florida, following a competitive selection process has awarded Contractor a non-exclusive franchise agreement to perform towing services in and for the City, subject execution of a written agreement; and WHEREAS, the establishment of minimum contractual standards of qualitya' nd efficiency for emergency recovery, towing and storage services utilized by law enforcement agencies is in the public interest; and WHEREAS, utilization of improper equipment or unqualified operators exposes public safety personnel and others present at an accident or recovery scene to undue safety hazards, results in undue damage to vehicles, and causes excessive delays in clearing the highway and securing the vehicles; and WHEREAS, the City has determined, based on material representations of the Contractor as set forth int Contractor's response to the City's request for proposals, that Contractor can perform the services in accord with the parameters set forth in the City's Request for Proposals, as amended. NOW, THEREFORE, in consideration of the mutual terms and conditions, promises, covenants, and payments hereinafter set forth, CITY and CONTRACTOR hereby agree as follows: ARTICLE I SERVICES AND RESPONSIBILITIES 1.1 GENERAL 1.1.1 The CONTRACTOR, for and in consideration of the agreements of the CITY herein contained, agrees to remove vehicles from the streets or other property within the CITY, or from any other location, as directed by authorized representatives of the. Page 570 of 1324 1.1.2 The CONTRACTOR agrees that in the performance of this Agreement, it will not discriminate or permit discrimination in its hiring practices, or in the performance of this Agreement, against any person on the basis of his or her race, sex, religion, political affiliation or national origin. 1.1.3 The CONTRACTOR understands that nothing in this Agreement will prevent the owner or operator of a motor vehicle from calling a wrecker or tow truck of his own choice or requesting that his or her vehicle be towed to a-garage or compound other than that of the CONTRACTOR. 1.1.4 The CONTRACTOR shall furnish all services, labor, equipment, and materials necessary and as may be required in the performance of this Agreement, except as otherwise specifically provided for herein, and all work performed under this Agreement shall be done in a professional manner. 1.1.5 The CONTRACTOR hereby represents to CITY, with full knowledge that CITY is relying upon these representations when entering into this Agreement with CONTRACTOR, that CONTRACTOR has the professional expertise, experience and manpower to perform the services to be provided by CONTRACTOR pursuant to the terms of this Agreement. 1.1.6 The CONTRACTOR agrees to permit members of the CIlYs Police Department or other authorized CITY personnel to inspect its compound(s), equipment, stored vehicles, personaI property and records, relative to this Agreement, whenever, in the opinion of said representatives of the CITY, such inspection is deemed reasonably necessary. 1.1.7 All terms and conditions of the City Request for Proposals and all responses by Contractor are incorporated by reference and shall constitute the material provisions of this Agreement as though set forth herein. The City's Request for Proposal No. 064-2110-15/JMA, is attached as Exhibit "A". The Contractors Proposal is attached as Exhibit"B". ARTICLE 2 MINIMUM §TANDARDS 2.1 THE COMPOUND 2.1.1 The Contractor shall operate, maintain and provide a secured storage facility(s)for impounded and confiscated vehicles. Storage facility may not be subcontracted. The storage area must have a durable surface, properly drained and enclosed. No repair work or servicing of vehicles shall be permitted in the storage area. Inside storage to handle a minimum of 15 vehicles, properly spaced to provide access for removal ora ii vehicles. 2.1.2 The City desires to have a minimum of 100 vehicle spaces available for outside storage, properly spaced to provide access for removal or addition of vehicles. Proposers bidding on the following options must have minimum spaces available at time of proposal as stated below: Option 11 -Two Providers: Minimum 50 spaces each; 2 Page 571 of 1324 2.1.3 All indoor storage must be located within City Limits. Contractor shall maintain a minimum of 15 outdoor storage spaces on site with Office operations is must be located within the City limits. Location of remainder of outside storage site(s) shall not exceed a distance of 10 it from any city boundary. 2.1.4 Crime Scene Storage facility for vehicles which have been marked "HOLD" by the City of Boynton Beach Police Department relative to a crime scene investigation shall be stored at an inside secured facility within the City limits. 2.1.5 Contractor may operate multiple storage facilities to meet the minimums. 2.1.6 The Contractor shall provide on a 24 hour basis, attendants and sufficient equipment for immediate response to calls for service at the storage location(s) from the City of Boynton Beach Police Department or other Departments. 2.1.7 Storage location sites shall not be changed unless prior written approval is received by the City of Boynton Beach. 2.1.8 Storage location site shall meet or exceed Palm Beach County Towing Ordinance 2011-008 requVements and all applicable City/County zoning requirements. 2.1.9 Proof of Contractor ownership or lease oft storage facility shall be provided to the City prior to the commencement of the lease and is a condition precedent and ongoing requirement of the Agreement. 2.2 EQUIPMENT 2.2.1 At a minimum, Contractor shall own or lease four (4) Class "A" Towing/Recovery Vehicles and two (2) Class 'B" Towing/Recovery Vehicles intheir fleet at time of RFP opening to be considered. 2.2.2 Definition of Vehicle Class specifications (A, B, C) shall be per Palm Beach County Ordinance 2011-008 Palm Beach County Towing Ordinance adopted May 17, 2011 and as amended. 2.2.3 Tow Truck Class Specifications: Additionally, Contractor shall, within forty-five (45) days of award, prior to execution of Tow Franchise Agreement and as a condition precedent to engaging in towing activities in the City own or have under lease or under a joint use agreement the following: Option 11 -Two Providers: One (1) Class "D" Towing/Recovery Vehicle 2.2.4 Additionally, Contractor, at time of RFP shall provide information that Contractor will have access through sub-contract, lease, or joint use agreement, to one (1) Lowboy with capabilities to transport all large scale City Trucks (Fire Trucks and Sanitation Trucks) at approximately 64,000 lbs. The Lowboy shall have: air ride suspension, power winch, pulling 3 Page 572 of 1324 capability 12,000 lbs minimum for dead pull, air brakes with auxiliary air supply and shall be a minimum 48' Ion g. 2.2.5 All wrecker equipment shall have a current Palm Beach County Towing Operator Permit and a valid Inspection Approval Decal on the equipment. Equipment listed below shall be outfitted at all times with equipment designated on Palm each County Vehicle Inspection Form. ARTICLE 3 COMPENS6TION AND METHOD OF PAYMEN 3.1.1 The CONTRACTOR shall pay the CITY the sum of $101,123.00 annually, payable in quarterly installments for the privilege of engaging in this Agreement with the CITY. The firstquarterly paymen-t shall be made on or before December 15, 2015 and thereafter in quarterly each March 15th, June 15th, September 15th, and December 15th. 3.1.2 The CONTRACTOR shall charge for vehicle towing and/or storage in accordance with the schedule of rates attached hereto as Exhibit "C": Palm Beach County and made a part hereof by reference. 3.1.3 The CONTRACTOR shall directly bill the vehicle owner/operator for towing and storage charges. ARTICLE 4 TERM AND TERMI 4ATION 4.1.1 This is a three (3) year term contract commencing December 15, 2015 and ending December 14, 2018. This contract may be renewed for two additional one-year terms upon mutual agreement of City and Contractor. 4.1.2 This Agreement may be terminated by either party for cause upon thirty (30) days written notice by the CITY to CONTRACTOR in is event the CONTRACTOR shall be paid its compensation for services performed through the termination date. In the event that the CONTRACTOR abandons this Agreement or causes it to be terminated, it shall indemnify the CITY against any loss pertaining to this termination up to a maximum of the full contracted fee amount. All finished orunfinished documents, data, studies, plans, surveys, and reports prepared by CONTRACTOR shall become the property of CITY and shall be delivered by CONTRACTOR to CITY. 4.1.3 Notice of intent to terminate, and the reason(s)therefor, shall be given in writing by certified mail, return receipt requested or by hand delivery. 4.1.4 Upon the CITY's notification of intent to terminate for cause, the CONTRACTOR shall have thirty (30) days from receipt of said notice to cure any default, provided, however, that the CONTRACTOR shall have not more than two (2)opportunities to cure in any calendar year; or 4 Page 573 of 1324 4.1.5 The CITY's Police Department may issue a formal reprimand to the CONTRACTOR for any act of omission or commission which, in its sole discretion, is deemed to be a violation of this Agreement. Any number of reprimands shall be grounds for termination of this Agreement and/or removal of the CONTRACTOR from consideration of renewal of the Agreement. The precise number and severity of reprimands thereof to be determined are at the sole discretion of the CITY's Police Department. 4.1.6 Upon the completion of this Agreement or termination by either Party, vehicles marked forconfiscation by the CITY's Police Department for use by the CITY's Police Department in accordance with State Statute, will be towed to the Public Safety Building Compound. 4.1.7 This Agreement may also be terminated by the CITY for convenience upon thirty (30) days written notice by the CITY to CONTRACTOR. In the event the Agreement is terminated for convenience, the annual franchise fee shall be prorated. ARTICLE 5 ADDITIONAL PROVISIONS 5.1.1 NOTICE: Whenever any party desires to give notice unto any other party, it must be given by written notice, sent by registered United States mail, with return receipt requested, hand delivery or facsimile transmission with receipt of delivery, addressed to the party for whom it is intended and the remaining party, at the places last specified, and the places for giving of notice shall remain such until they shall have been changed by written notice in compliance with the provisions of this section. For the present, the CONTRACTOR and the CITY designate the following as the respective places for the giving of notice: City: Lod LaVerriere, City Manager City of Boynton each 100 East Boynton Beach Blvd. Boynton Beach, FL 33435 Phone: (561) 742-6010 Fax: (561) 742-6011 Copy To: James A. Cherof, City Attorney Goren, Cof, Doody, & Ezrol, P.A. 3099 East Commercial Boulevard, Suite 200 Fort Lauderdale, Florida 33308 Phone: (954) 771- Fax: (954) 771-4923 5 Page 574 of 1324 Contractor: Steven Beck Beck's Towing & Recovery, Inc. 410 N.E. 5th Avenue Boynton each, FL 33435 Phone: (561) 369-1096 Fax: (561)369-0698 5.1.2 ASSIGNMENT/AMENDMENTS. This Agreement, or any interest herein, shall not be assigned, transferred or otherwise encumbered, under any circumstances, by the CONTRACTOR without the prior written consent of CITY. For purposes of this Agreement, any change of ownership of CONTRACTOR shall constitute an assignment which requires CITY approval. However, this Agreement shall run to the CITY and its successors and assigns. It is further agreed that no modification, amendment or alteration in the terms or conditions contained herein shall be effective unless contained in a written document executed with the same formality and of equal dignity herewith. 5.1.3 NO CONTINGENT FEES. The CONTRACTOR warrants that it has not employed or retained any company or person, other than a bona fide employee working solely for the CONTRACTOR, to solicit ors cure this Agreement, and that it has not paid or agreed to pay any person, company, corporation, individual or firm, other than a bona fide employee working solely for CONTRACTOR any fee, commission, percentage, gift, or other consideration contingent upon or resulting from the award or making of this Agreement. For the breach or violation of this provision, the CITY shall have the right toterminate the Agreement, without liability, at its discretion and to deduct from the contract price, or otherwise recover the full amount of such fee, commission, percentage, gift or consideration. 5.1.4 BINDING AUTHORITY. Each person signing this Agreement on behalf of either party individually warrants that he or she has full legal power to execute this Agreement on behalf of the party for whom he or she is signing, and to bind and obligate such party with respect to all provisions contained in this Agreement. 5.1.5 HEADINGS. The headings contained herein are for the convenience of reference only and shall not be considered for the purpose of interpreting the provisions of this Agreement. 5.1.6 EXHIBITS. Each Exhibit referred to in this Agreement for an essential part of this Agreement. The exhibits, even if not physically attached, should be treated as part of this Agreement and are incorporated herein by reference. 5.1.7 SEVERABILITY. If any provision of this Agreement orapplication thereof to any person or situation shall to any extent, be held invalid or unenforceable, the remainder of this Agreement, and the application of such provisions topersons or situations other than those as to which it shall have been held invalid or unenforceable shall not be affected thereby, and shall continue in full for and effect, and be enforced to the fullest extent permitted by law. 5.1.8 GOVERNING LAW. This Agreement shall be governed by the laws of the State of Florida with venue lying in Palm Beach County, Florida. 6 Page 575 of 1324 5.1.9 LEGAL REPRESENTATION. It is acknowledged that each party to this .agreement had the opportunity to be represented by counsel in the preparation of this Agreement and, accordingly, the rule that a contract shall be interpreted strictly against the party preparing same shall not apply herein due to the joint contributions of both parties. 5.1.10 EXTENT OF THE AGREEMENT. This Agreement represents the entire and integrated agreement between the CITY and the CONTRACTOR and supersedes all prior negotiations, representations or agreements, either written oro I. 5.1.11 ATTORNEY'S FEES AND COSTS. In connection with any litigation arising out of or in connection with the Agreement, the prevailing party shall be entitled to recover reasonable attorney's fees and costs. IN WITNESS OF THE FOREGOING, the parties have set their hands and seals the day and year first written above. CITY OF BOYNTON BEACH ATTEST: BY: t, OK cc Lod LaVerriere, City Manager YCCLERR APPROVED AS TO FORM: Ja AesA. Ckherof, i A®rney BECK'S TOWING & RECOVERY, INC. Y I IBY: A PrintNam v Title: STATE OF FL RIDA COUNTY OF PALM BEACH The fare in .nstrument was acknowled ed before me this day of 209 W &e Biu ?k11,"e Al 1-1—le-k .of /I'M?(.r raid / A' and acknowledged he executed C7- 7 Page 576 of 1324 the foregoing rnt as the proper official of -1"g4 ® -_, for the use and purposes mentionedin it they I the o Icil seal of the corporation, and that the instrument is the act and deed of that corpr n. �hax pp _ �°•""'�� d P ( i t r f t Public- of Florida) * * MY COMMISSIONII EE 87V98 115 ®r PIE : X121, 17 > Rr,O�®� Banded Thru Bu N rySdvk" J/ 7' _ G ( rint, Type or Stamp Commis on Nameof NotaryPublic) Personally o n OR ProducedIdentification Type of Identification Produced s Page 577 of 1324 6.D. CONSENTAGENDA 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Accepting a permanent drainage easement with authorized limited encroachments for a drainage pipe replacement at 2505 N. Lake Drive in the Lakeside Gardens Neighborhood and authorize the recording of the easement. EXPLANATION OF REQUEST: Boynton Beach Utilities is replacing an existing 10-inch stormwater outfall pipe along the south property line at 2505 N. Lake Drive on an emergency basis due to the deterioration and non-functional condition of the existing pipe. Staff is requesting approval of the City Commission to obtain and record a permanent drainage easement for the new pipe. Staff discovered there is no easement for the existing pipe, so a permanent easement is required. The permanent easement will be 7 feet wide and 155 feet long extending along the south property line. Due to site constraints with construction of a new home on the property, the property owner has requested to include language in the easement document to allow limited encroachments for the installation and maintenance of private air conditioning units and aboveground pool equipment. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? The easement is necessary to allow access by Utilities staff for ongoing maintenance and inspection of the new outfall pipe and will enable the City to provide an improved level of service to the residents of the Lakeside Gardens neighborhood. FISCAL IMPACT: There is no fiscal impact to the City for obtaining the easement. ALTERNATIVES: Not approve the drainage easement. STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: N/A CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: N/A Is this a grant? No Page 578 of 1324 Grant Amount: ATTACHMENTS: Type Description D Attachment Easement D Addendum Exhibit A D Addendum Homer Residence Plan Page 579 of 1324 EASEMENT THIS INDENTURE made this day of , A.D., By KEVIN A. HOMER, a property owner existing under the laws of Florida and having residence at 2505 N. Lake Drive, Boynton Beach FL 33435-2414, First Party, to the City of Boynton Beach, a political subdivision of the State of Florida, Second Party: (Wherever used herein,the terms, "First Party"and"Second Party" shall include singular and plural,heirs,legal representatives and assigns of individuals and the successors and assigns of corporations,wherever the context so admits or requires) WITNESSETH Whereas, the First Party is the owner of property situate in Palm Beach County, Florida, and described as follows: PCN: 08-43-45-15-02-000-1030 Legal Description: See Attached Sketch and Legal Description—Exhibit A and, WHEREAS, the Second Party desires an easement for stormwater utilities and/or other appropriate purposes incidental thereto, on, over and across said Property, and, WHEREAS, the First Party is willing to grant such an easement, NOW, THEREFORE, for and in consideration of the mutual covenants each to the other running and one dollar and other good and valuable considerations, the First Party does hereby grant unto the party of the second part, its successors and assigns, full and free right and authority to construct, maintain, repair, install and rebuild facilities for above stated purposes and does hereby grant a perpetual easement, on over and across the above described property for said purposes. The Second Party does hereby grant unto the party of the first part, its successors and assigns, the right and authority to construct, maintain, repair, install and rebuild air conditioner units and aboveground pool equipment encroachments as depicted in the EnviroDesign Associates, Inc. Paving and Drainage Plan for Homer Residnece. A copy of this plan has been attached. 1 Page 580 of 1324 IN WITNESS WHEREOF, the First Party has caused these presents to be duly executed in its name, the day and year first above written. Signed, sealed and delivered In the presence of: Signature Print Name Signature Print Name BY Signature Owner's Name STATE OF COUNTY OF I HEREBY CERTIFY that on this day, before me, an officer duly authorized in the State and County aforesaid to take acknowledgments, Personally appeared Or well known to me to be the Owner of the property named as first party in the foregoing Easement and that they severally acknowledged executing the same in the presence of two subscribing witnesses freely and voluntarily, under authority duly vested in them. WITNESS my hand and official seal in the Country and State last aforesaid this day of A.D., 20 Notary Public in and for the State and County aforesaid. My commission expires: 2 Page 581 of 1324 Exhibit 'A ' LEGAL DESCRIPTION FOR DRAINAGE EASEMENT PORTION OF LOTS 103, 104 AND 105. LAKESIDE GARDENS PLAT BOOK 8, PAGE 57, MORE PARTICULARY DESCRIBED AS FOLLOWS- THE SOUTH SEVEN FEET (7') OF LOTS 103, 104 AND 105, LAKESIDE GARDENS, A SUBDIVISION IN THE CITY OF BOYNTON BEACH, ACCORDING TO THE PLAT THEREOF ON FILE IN THE OFFICE OF THE CLERK OF THE CIRCUIT COURT IN AND FOR PALM BEACH COUNTY, FLORIDA, AS RECORDED IN PLAT BOOK 8, PAGE 57 CONTAINING 1091 SQUARE FEET MORE OR LESS. PROPERTY ADDRESS: 2505 NORTH LAKE DRIVE BOYNTON BEACH, FL 33435 PARCEL CONTROL NUMBER 08-43-45-15-02-000-1030 DWG # 0809118—LASEMENT CERTIMATION: No. 02 IS PREPARED BY: D C' 33 RED B ']n I HEREEZE-LQ ATI MADE THIS SKEtH 'OF DESC "ON AND *AT IT IS �g Y c _5F 7RUE T TO -m OF MY iKKUWLEDGE ND BELIER. Bob Buggee, Inc. STATE J VE the "SUIRVEYOR' R BY DATE: 11/15/18 Al 2z 561-732-7877 L 1 OF 2 ROBERT A. BUGGEt, PROFESSIONAL SUR VE '1602, STATE OF FLORIDA [233 E. GATEWAY BLVD., BOYNTON BEACH, F SHEET 1 OF 2 11101 Page 582 of 1324 s w LL in w I WiEz CL U3 4D co LO WAIM 619 M Wt ME CF UM COW—WALL Of7' e 6 LO z M 0 0 W U') w — '4C 0 W LL- 0 CL LO w n w Z a Lb 0 C.) P) RN 0 KOOM 0I 0 to of w z 0 bi -Im cl x -j I M 04 0 04 CL M CL W I 1 I I a gi M Ir LLJ va 3XVI ca00 0 tic qk 1.4 Page 583 of 1324 V(IfaoIA `HOVHH KOIKAoH «ngo a a M o esz ��aoH�rd�a 3AC2IQ 3HV'I g0g� syn�vyTnsn�oj��aynl�runloxrnnI3:daasi�n3n11onIn � z 0 �O MISHZ[ 2I�YIIOH °ssad��3 of sa F :HOA �[V'Id 3�V�[IV2IQ �3 ��[IAVd � 0. a W 6 Uu w m o 1 Im � mmap ® ❑ ❑ O i �s H 1 a 0 M 3 N v 1 3 tC o 3U _ N�zwz oo�Fa� Fogz�¢ m aos o.- m F r _ 005 u + O t fri J¢rc 0 m o� za�aaw o + waw w m �3 w ov o o p SN w r m a r I ❑� 0 m o� ❑ o� +o Jw � 1 l+-�a�'❑❑❑❑❑❑❑❑ 3 ❑mj �' -- -- .-mJ — -- ❑`:❑�. c:.`:.`:X' J. I oo jk w� a \» z ai „tl� 3 0 I a Cl 3 YI V I do. 6.E. CONSENTAGENDA 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Approve Task Order UT-1A-01 with Carollo Engineering in the sum of$93,344 in accordance with RFQ No. 046-2821-17/TP, General Consulting Services Contract, Scope Category A awarded by Commission on August 7, 2018 for Lime Softening Process optimization work in the East Water Treatment Plant (EWTP). EXPLANATION OF REQUEST: Contract Period: August 22, 2018 -August 21, 2020 Boynton Beach Utilities owns and operates the East Water Treatment Plant, which includes the following treatment processes: magnetic ion exchange, lime softening, filtration, and chloramine disinfection. The plant uses more lime than expected, so the City would like to optimize the lime softening process to minimize chemical and sludge disposal costs while meeting water quality objectives. The water quality of the finished water is relatively soft, and one consideration may be to increase the hardness of the water. The plant is not currently permitted for ??-log virus removal, but complies with the Ground Water Rule by conducting microbial monitoring of the groundwater source. The existing process includes injection of chlorine and ammonia before softening, as well as polymer addition. Injection locations and mixing should also be considered in process optimization. The plant currently doses a concentrated polymer, but operations staff would prefer to use a powdered product. The City would also like to consider an option to procure polymer based on performance- based testing. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? It is anticipated that the project will enable a reduction in the use of lime in the EWTP process thereby reducing processing costs and reducing the energy footprint of the utility. FISCAL IMPACT: Budgeted Funds are available in 401-2811-536-49.17 ALTERNATIVES: Not to undertake the study and continue to use higher than anticipated consumption of lime. STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Page 585 of 1324 Is this a grant? No Grant Amount: ATTACHMENTS: Type Description D Resolution Resolution approving Task Order with Carollo Engineers UT-1A-01 D Task Order Task Order D Contract Gen Consulting Contract Page 586 of 1324 1 RESOLUTION NO. R18- 2 3 A RESOLUTION OF THE CITY OF BOYNTON BEACH, 4 FLORIDA, APPROVING TASK ORDER NO. UT-1A-01 WITH 5 CAROLLO ENGINEERS,INC.,IN ACCORDANCE WITH RFQ NO. 6 046-2821-17/TP, GENERAL CONSULTING SERVICES,FOR LIME 7 SOFTENING PROCESS OPTIMIZATION WORK IN THE EAST 8 WATER TREATMENT PLANT NOT TO EXCEED $93,344.00; AND 9 PROVIDING AN EFFECTIVE DATE. 10 11 WHEREAS, Carollo Engineers was awarded a General Consulting Services Contract, 12 Scope A, on August 7, 2018 in accordance with RFQ No. 046-2821-17/TP; and 13 WHEREAS, It is anticipated that the project will enable a reduction in the use of lime 14 in the EWTP process thereby reducing processing costs and reducing the energy footprint of 15 the utility; and 16 WHEREAS, staff is recommending that the City Commission approve Task Order No. 17 UT-IA-01 with Carollo Engineers, Inc., for Lime Softening Process Optimization work in the 18 East Water Treatment Plant in an amount not to exceed $93,344.00 utilizing the City's existing 19 contract RFQ 046-2821-17/TP "GENERAL CONSULTING SERVICES". 20 NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF 21 THE CITY OF BOYNTON BEACH, FLORIDA, THAT: 22 Section 1. The foregoing "Whereas" clauses are hereby ratified and confirmed as 23 being true and correct and are hereby made a specific part of this Resolution upon adoption 24 hereof. 25 Section 2. The City Commission of the City of Boynton Beach,Florida does hereby 26 approve Task Order No. UT-IA-01 with Carollo Engineers, Inc., for Lime Softening Process 27 Optimization work in the East Water Treatment Plant in an amount not to exceed $93,344.00 28 utilizing the City's existing contract RFQ 046-2821-17/TP "GENERAL CONSULTING CAProg ram Files(x86)\neevia.com\docConverterPro\temp\NVDC\CEF1 FB6F-879F-410A-836A-8226D7B62F8A\Boynton Beach.13635.1.Carol lo_Engineers_Task_Order_No UT-1 A-01_=Reso.docx Page 587 of 1324 1 SERVICES", a copy of the Task Order is attached hereto as Exhibit"A". 2 Section 3. This Resolution shall become effective immediately upon passage. 3 PASSED AND ADOPTED this day of , 2018. 4 CITY OF BOYNTON BEACH, FLORIDA 5 6 YES NO 7 8 Mayor— Steven B. Grant 9 10 Vice Mayor— Christina L. Romelus 11 12 Commissioner—Mack McCray 13 14 Commissioner—Justin Katz 15 16 Commissioner—Aimee Kelley 17 18 19 VOTE 20 ATTEST: 21 22 23 24 Judith A. Pyle, CMC 25 City Clerk 26 27 28 29 (Corporate Seal) 30 31 CAProg ram Files(x86)\neevia.com\docConverterPro\temp\NVDC\CEF1 FB6F-879F-410A-836A-8226D7B62F8A\Boynton Beach.13635.1.Carol lo_Engineers_Task_Order_No UT-1 A-01_=Reso.docx Page 588 of 1324 C,;*ArAVW 1110V EngineerS...Working Wonders With Wafer qtr t``,.ti�(a 6 arkwa,= SiJUt 400 '-t 6 aIrr Fear t. Florirra 411 P, F fel i3f,'.t;L�til November 21,2018 Mr. Michael Low Boynton Beach Utilities 124 East Woolbright Road Boynton Beach, FL 33435 Subject: Proposal for Engineering Services Lime Softening Process Evaluation:Task Number UT-1A-01 Dear Mr. Low: As requested,we have prepared the following proposed scope of services for the subject project. BACKGROUND Boynton Beach Utilities owns and operates the East Water Treatment Plant,which includes the following treatment processes: magnetic ion exchange, lime softening,filtration,and chloramine disinfection.The plant uses more lime than expected, so the City would like to optimize the lime softening process to minimize chemical and sludge disposal costs while meeting water quality objectives.The water quality of the finished water is relatively soft, and one consideration may be to increase the hardness of the water.The plant is not currently permitted for 4-log virus removal, but complies with the Ground Water Rule by conducting microbial monitoring of the groundwater source. The existing process includes injection of chlorine and ammonia before softening,as well as polymer addition. Injection locations and mixing should also be considered in process optimization.The plant currently doses a concentrated polymer, but operations staff would preferto use a powdered product.The City would also like to consider an option to procure polymer based on performance-based testing. SCOPE OF K The scope of services will include the following: Task I®Situational Analysis and Jar Testi The task will start with a kick-off meeting to discuss data requests,existing operations, and water quality goals. Carollo will conduct a situational analysis of existing treatment operations and water quality by reviewing historical data(e.g., monthly operating reports,water quality data,chemical usage)and record drawings. Carollo may request the City to conduct additional water quality sampling as needed throughout the process to fill any gaps. A test plan forjar testing will be developed to test up to three alternative polymers and up to five operational schemes evaluating operational variables with the goal of optimizing chemical use and enhancing water quality. Carollo will send the test plan to the City for review and will coordinate testing with plant operations and laboratory staff. Carollo staff will perform thejar testing and will provide thejar testing equipment,as well as a spectrophotometer for analysis of parameters such as UV254 and chlorine residual.The City will provide water quality analysis using their in-house laboratory and will pay for costs for outside laboratory analysis associated with parameters including but not limited to total organic carbon,dissolved organic carbon, magnesium,TTHM,and HAAs. 350.54(Boynton Lime Softening Eval WATER OUR FOCUS OUR BUSINESS OUR FRap0589 of 1324 Mr. Michael Low Boynton Beach Utilities November 21,2018 Page 2 Recommendations will be developed for modification of operations to include: lime dosage, lime mixing, solids blowdown frequency and rate, polymer dosage and general qualitative observations that should be made during operator walkthrough of the WTP. Carollo will present the results of the situational analysis,jar testing results,and recommendations for modifications at a workshop with City staff.Vinnie Hart, Carollo's Lime Softening and MIEX expert,will be conducting the onsite workshop and operator training. Carollo will develop a draft and final Technical Memorandum(TM)presenting the situational analysis,jar testing results,and recommendations for process optimization.The TM will also summarize an option for performance-based procurement of polymer. Deliverables:(1)Test Plan in PDF format, and(2) Draft and final versions of the TM in PDF format. Meetings:(1) Kick-off Meeting,and(2) Results Workshop. TaskDevelop and Assistit Implementation of Recommendations This task will include assistance with the implementation of the recommendations from Task 1.The work will also include development and assistance with operator training on an easy-to-use spreadsheet tool to help improve operations of the softeners for blowdown frequency. A half day workshop will be conducted with City staff to provide training on process fundamentals and use of the spreadsheet tool. Following the workshop, Carollo will spend two days working with the operations staff. After operations staff have used the spreadsheet on a trial basis, Carollo will conduct a meeting with the City to get feedback on the tool and answer any questions. Carollo will incorporate City comments and pertinent information identified during Task 1 into the final version of the spreadsheet tool. Deliverables: Draft and Final versions of the spreadsheet tool in electronic format. Meetings:(1)Training workshop,and(2) Feedback meeting. TaskAssistance with SCADAIntegration Carollo will coordinate with the City to assist with implementation of the tool into the East Water Treatment Plant's SCADA system. SCADA programming/integration will be done by others,and will be procured by and paid for by the City. Carollo will attend up to two meetings on-site during SCADA implementation. Deliverables: None Meetings: Up to two on-site meetings during SCADA implementation. SCHEDULE The following items will be completed within the timeframe indicated: • Task 1 will be completed within 14 weeks of the Notice to Proceed. • Task 2 will be completed within 16 weeks of the Notice to Proceed. • Task 3 will start after Task 2 is completed.The schedule for Task 3 is dependent on SCADA programming done by others. Wage of 1324 Mr. Michael Low Boynton Beach Utilities November 21,2018 Page 3 FEE The lump sum amount of$93,344 will be billed monthly based on percentages of the work completed. This proposal and fee is based on the assumptions listed below.To the extent possible, • The City will provide requested data and other information relative to the project in a timely manner. • Carollo shall be entitled to rely upon the accuracy of the data and information supplied by the City without independent review of evaluation. • The City will review draft documents and return comments to Carollo within a two-week period. • The City will cover the costs of water quality analyses.A maximum two-week turnaround time is assumed for in-house laboratory analyses. LABOR HOURS PROJECT COSTS LU CL t CL 121(V 0) 0) v � v v 0) �_ Ln Ln 41 w � •°J " � ;_ _ o > 0 0 ra Z Q 2 U 4 Ln�a 2 �a w v v .� v .� V v v o o v p Boynton Beach Utilities: U 0 'E u .2 E .v a, .i o U N J J J Lime Softening Evaluation _J CL > CL Ln d w V v Billing Rate $265 $265 $202 $172 $162 $105 O Task 1: Situational Analysis and Jar Testing 6 44 2 218 48 8 326 $59,766 $10,320 $70,086 Kick-off Meeting 2 4 2 8 $1,428 $200 $1,628 Situational Analysis 1 16 40 57 $11,385 $420 $11,805 Test Plan&Jar Testing&Analyses 1 12 80 48 141 $24,981 $8,200 $33,181 Results Workshop 1 8 1 6 2 18 $3,829 $1,500 $5,329 Draft&Final TM 1 8 1 72 4 86 $15,391 $- $15,391 Task 2:Implementation of Recommendations 2 32 4 42 0 0 80 $17,042 $2,850 $19,892 Workshop&Follow-up Meeting 2 8 2 10 22 $4,774 $2,850 $7,624 Spreadsheet Tool/Operations 24 2 32 58 $12,268 $- $12,268 Assistance Task 3:Assist with SCADA Integration 2 4 s 0 24 0 0 30 $5,718 $400 $6,118 On-site Meetings 2 8 10 $1,906 $200 $2,106 Assistance 4 16 20 $3,812 $200 $4,012 TOTAL 10 80 6 268 48 8 420 $79,744 $13,570 $93,344 Wage of 1324 Mr. Michael Low Boynton Beach Utilities November 21,2018 Page 4 Please contact us if you have questions or comments.We look forward to working with you on this project. Sincerely, CAROLLO ENGINEERS, INC. t Elizabeth Fujikawa, PE, LEED AP Vice President EF:jsh Wage of 1324 0 GENERAL CONSULTING SERVICES AGREEMENT THIS AGREEMENT' is entered into between the City of Boynton Beach, hereinafter referred to as "the CITY", and CAROLLO ENGINEERS, INC., hereinafter referred to as "the CONSULTANT", in consideration of the mutual benefits, terms, and conditions hereinafter specified. WHEREAS, pursuant to Section 287.055, Florida Statutes, the Consultants' Competitive Negotiation Act,the CITY'S Procurement Code,the City of Boynton Beach solicited proposals for professional consulting services from qualified engineering firms for required City services; and WHEREAS, THE CITY issued a Request for Qualifications for General Consulting Services for the City of Boynton Beach, RFQ No. 046-2821-17(TP; and WHEREAS, the City Commission designated CONSULTANT as one of several qualified consulting firms to provide General Consulting services to the CITY; and NOW, THEREFORE, in consideration of the mutual covenants expressed herein, the parties agree as follows: ARTICLE 1 -SERVICES 1.1 CONSULTANT agrees to perform General Consulting Services by way of individual task orders, at the request of the CITY during the term of this Agreement, including the provision of all labor,materials,equipment and supplies. The specified projects which may be assigned to CONSULTANT is in conjunction with: ® Scope Category A Water Plant Modifications, Capacity and Operations Evaluation Scope Category B Infrastructure Improvements and Evaluations Scope Category C Ancillary Studies and Services Scope Category D Transportation Services Scope Category E Architectural and Landscaping Design Services 1.2 SERVICE AND RESPONSIBILITIES 1.2.1 GENERAL:The CONSULTANT agrees to perform work assigned by Task Order(s) under such terms as set forth in the Task Order(s). The terms of the Task Order(s)shall be supplemental to the terms of this Agreement. 1.2.2 The CONSULTANT is responsible for defects in its work and in the work of its Sub-consultants'work. The term"Agreement"has the same meaning as the term"contract". Boynton Beach Utilities-General Consulting Services C-1 V.5 CLEAN FINAL Page 593 of 1324 1.2.3 PRELIMINARY SERVICES PHASE: The CONSULTANT shall prepare preliminary studies and reports, feasibility studies, financial and fiscal studies, and evaluation of existing facilities, preparation of schematic layouts and sketches where required; develop construction budgets, opinions of Probable Construction Cost, and shall consult and confer with the CITY as may be necessary for the CITY to reach decisions concerning the subject matter. The CONSULTANT shall attend meetings with the CITY Commission and CITY staff as may be required, and provide the CITY with a time schedule which shall include but not be limited to submittal of all milestones related to the project up to delivery of 100%construction documents. 1.2.4 During the preliminary services phase,the CONSULTANT shall advise the CITY, based on CONSULTANT'S professional opinion and the current project conditions and reasonably foreseeable conditions of the completeness of existing data and its suitability for the intended purposes of the project; CONSULTANT to obtain data from other sources; identify and analyze requirements of governmental authorities having jurisdiction to approve the design of the project; provide analyses of the CITY'S needs for surveys; perform site evaluations and comparative studies of prospective site and solutions; and prepare and furnish a report to the City setting forth the CONSULTANT'S findings and recommendations. 1.2.4.1 Providing any type of property surveys or related engineering services needed for the transfer of interests in real property,and field surveys for design purposes and engineering surveys and staking to enable Contractor to proceed with their work, and providing other special field surveys. 1.2.4.2 Preliminary design services to be performed by the CONSULTANT shall include consultation and advice concerning the extent and scope of proposed work and preparation of preliminary design documents consisting of design criteria, preliminary drawings, and outline specifications as well as preliminary estimates of probable Construction Costs. This phase will also include preparation of a preliminary site plan or schematic drawings when appropriate. Up to six {6} copies of the preliminary design documents shall be furnished to the CITY, the exact number needed shall be determined by the CITY. 1.2.4.3 CONSULTANT shall provide environmental assessment and impact statements as required to determine the suitability of the site and its surrounds for the proposed project;and/or 1.2.4.4 Upon authorization of the CITY, the CONSULTANT will provide advice and assistance relating to operation and maintenance of project or other systems; evaluate and report on operations; assist the CITY in matters relating to regulatory agency operations review or operating permit non-compliance; assist Boynton Beach Utilities-General Consulting Services C_2 V.5 CLEAN FINAL Page 594 of 1324 .._.................. with startup and operator training for newly installed or modified equipment and processes, and in the preparation of operating, maintenance and staffing manuals for the project. 1.2.5 BASIC SERVICES:The CONSULTANT shall consult and advise the CITY in the following manner:specifying the extent and scope of the work to be performed; prepare detailed construction drawings and specifications; revise and update, where necessary, previously designed construction plans and specifications, whether in whole or in part, to be incorporated into the proposed work and prepare construction documents and final estimate of probable Construction Cost. The final design services shall be provided in an electronic format, and shall also include furnishing up to six (6) copies of plans and specifications to the CITY; the exact number needed shall be determined by the CITY. 1.2.6 Final design services shall also include preparation of permit applications as may be required by such agencies as have legal review authority over the project. These applications shall include but not be limited to site plan approvals or other permits and work efforts and shall also consist of meetings at staff level and meetings with the appropriate governing body and the CITY. Unless specifically provided for under the final design phase, permit application services do not include applications requiring environmental impact statements or environmental assessments, consumptive use permits and landfill permits. 1.2.6.1 The CONSULTANT based upon the approved design documents and any adjustments authorized by the CITY in each project, project schedule or construction budget shall prepare for approval by the CITY,design development documents consisting of drawings and other documents to fix and describe the size and character of each project's civil engineering, environmental, landscape, architectural, structural, mechanical, and electrical systems and any other requirements or systems, materials and such other elements as may be appropriate for a complete project. The CONSULTANT shall also advise the CITY of any adjustments to the preliminary estimate of probable Construction Costs. 1.2.6.2 The CONSULTANT based on CITY approved design development documents and any further adjustments in the scope or quality of the project or in the construction budget shall prepare Construction Documents within the number of calendar days specified within any notice issued by the CITY. The Construction Documents shall consist of drawings and specifications setting forth in detail the requirements for the construction of the project. 1.2.6.3 The CONSULTANT shall assist the CITY in the preparation of the necessary proposal information and forms. 1.2.6.4 The CONSULTANT shall advise the CITY of any adjustments to previous estimates of probable Construction Costs indicated by changes in codes, administrative and jurisdictional requirements Boynton Beach Utilities-General Consulting Services C-3 V.5 CLEAN FINAL Page 595 of 1324 of general market conditions. 1.2.6.5 The CONSULTANT shall submit to the CITY for each project, electronic format and up to six (6) copies of the Construction Documents, and a further revised estimate of total probable Construction Cost. 1.2.6.6 CONSULTANT shall include in the Construction Documents a requirement that the construction contractor shall provide a final as-built survey of the project in Autocad electronic format by a registered Land Surveyor, and provide marked up construction drawings to the CONSULTANT so that the CONSULTANT can prepare and deliver to the CITY the record drawings in the form required by the CITY and as required. 1.2.6.7 Prior to final approval of the Construction Documents by the CITY, the CONSULTANT shall conduct a thorough review and quality control evaluation of the entire work product for compliance with requirements of any local, state, or federal agency from which a permit or other approval is required. The CONSULTANT shall make sure that all necessary approvals have taken place. 1.2.6.8 Prior to each phased submittal,the CONSULTANT shall conduct a thorough quality control review and assessment of the work product to determine whether the work is properly coordinated and confirm that the CITY and agency comments have been addressed and incorporated into the Contract Documents. The CONSULTANT shall provide to the CITY a Quality Assurance and Quality Control plan in a format that advises the CITY that all work has been performed as required. A report shall be submitted in accordance with those standards to apprise the CITY that due care has been taken in the preparation of the Contract Documents. 1.2.6.9 The CONSULTANT shall signify responsibility for the Contract Documents including technical specifications and drawings prepared pursuant to this Agreement by affixing a signature,date and seal as required by Florida Statutes Chapters 471 and 481, if applicable. The CONSULTANT shall comply with all of its governing laws, rules, regulations, codes, directives and other applicable federal, state and local requirements in preparation of the work. 1.2.7 The CONSULTANT shall provide the construction documents, technical specifications and drawings completed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions. 1.2.8 The CONSULTANT following the CITY'S approval of the Construction Documents and the latest estimate of probable Construction Cost shall when so directed and authorized by the CITY,assist the CITY in obtaining proposals or negotiated proposals, and assist in preparing contracts for construction. Boynton Beach Utilities-General Consulting Services C-4 V.5 CLEAN FINAL Page 596 of 1324 1.2.8.1 The CONSULTANT shall review and analyze the proposals received by the CITY and shall make a recommendation for any award based on the CITY'S Procurement Administrative Policy Manual 1.2.8.2 Any Opinion of the Construction Cost prepared by CONSULTANT represents its judgment as a design professional and is supplied for the general guidance of the CITY. Since CONSULTANT has no control over market conditions, CONSULTANT does not guarantee the accuracy of such opinions as compared to contractor bids or actual cost to the CITY. If the project is not advertised for proposals within three(3) months after delivery of Final Design Plans, through no fault of the CONSULTANT or if either local market conditions or industry- wide prices have changed because of unusual or unanticipated events effecting the general level of prices or times of delivery in the construction industry,the established Construction Cost limit may be adjusted as determined by the CITY'S Representative and as approved by the CITY, if necessary. Additionally, if the CITY expands a project scope of work after the CONSULTANT renders the Final estimated probable Construction Cost of the Final Design Plans,the CONSULTANT shall not be responsible for any redesign without compensation which shall be mutually agreed to by the parties hereto. 1.2.8.3 The CONSULTANT shall provide the CITY with a list of recommended prospective bidders. 1.2.8.4 The CONSULTANT shall attend all pre-proposal/per-bid conferences. 1.2.8.5 The CONSULTANT shall recommend any addenda,through the CITY'S representative as appropriate, to clarify, correct, or change proposal documents. 1.2.8.6 If Pre-Qualification of bidders is required as set forth in the Request for Proposals or Invitation to Bid(two-step bid process), CONSULTANT shall assist the CITY, if requested in developing qualifications criteria, review qualifications and recommend acceptance or rejection of the bidders. 1.2.8.7 If requested, CONSULTANT shall evaluate proposals and bidders,and make recommendations regarding any award by the CITY. 1.2.9 The CITY shall make decision on all claims regarding interpretation of the Construction Documents,and on all other matters relating to the execution and progress of the Work after receiving a recommendation from the CONSULTANT. The CONSULTANT shall check schedules, shop drawings and other submissions for the limited purpose of checking conformance with the concept of the project, and for compliance with the information given by the Construction Documents. The CONSULTANT shall also review change orders prepared and submitted by Contractor and review and make recommendations to the City for progress payments to the Contractor based on each project schedule of values and the percentage of work completed. The CONSULTANT will neither have Boynton Beach Utilities-General Consulting Services C-5 V.5 CLEAN FINAL Page 597 of 1324 control over or charge of, nor be responsible for, the construction means, methods, techniques, sequences, or procedures, or for the safety precautions and programs in connection with the construction of the assigned task order projects. 1.2.9.1 The CITY shall maintain a record of all change orders which shall be categorized to the various types, causes, etc. that may be determined useful and necessary for its purpose. 1.2.9.2 If the CONSULTANT is not the Construction Manager for the construction, the CITY shall notify the CONSULTANT within three (3) days of the discovery of any architectural/engineering error or omission so that the CONSULTANT can be part of the negotiations resolving the claim between the CITY and the Contractor. 1.2.10 The CONSULTANT shall carefully review and examine the Contractor's schedule of values, together with any supporting documentation. The purpose of such review and examination will be to protect the CITY from an unbalanced schedule of values which allocates greater value to certain elements of each project than is indicated by industry standards,supporting documentation, or data. If the schedule of values is not found to be appropriate, it shall be returned to the Contractor for revision for supporting documentation. After making such examination, when the schedule of values is found to be appropriate, the CONSULTANT shall sign the schedule of values indicated informed belief that the schedule of values constitute a reasonable, balanced basis for payment of the Application for Payment to the Contractor. 1.2.11 The CONSULTANT shall perform on-site construction observation of each project based on the Construction Documents in accordance with paragraph 1.2.16 "Resident Project Services" of this Agreement. The CONSULTANT'S observation shall determine the progress of the work completed,and whether the work is proceeding in a manner indicating that the work when fully competed will be in accordance with the Construction Documents. On the basis of site visits,the CONSULTANT will provide the CITY with a written report of each site visit in order to reasonably inform the CITY of the progress of the portion of the Work completed. The CONSULTANT shall endeavor to identify for the CITY any defects and deficiencies in the work of contractors,and make written recommendation to the CITY where the work fails to conform to the Construction Documents. The CONSULTANT shall not have control over or charge of, or responsibility for the construction means,methods,techniques,sequences or procedures. or for safety precautions and programs in connection with the Work, nor shall the CONSULTANT be responsible for the Contractor's failure to perform the Work in accordance with the requirements of the Contract Documents. The CONSULTANT shall not have control over or charge of, and shall not be responsible for, acts or omissions of the Contractor or of any other persons or entities performing portions of the Work. Based on such observation and the Contractor's Application for Payment, the CONSULTANT shall determine the amount due to the Boynton Beach Utilities-General Consulting Services C-6 V.5 CLEAN FINAL Page 598 of 1324 Contractor and shall issue Certificates for Payment in such amount. These Certificates will constitute a representation to the CITY based on such observations and the data comprising the Application for Payment that the work has progressed to the point indicated. By issuing a Certificate of Payment,the CONSULTANT will also represent to the CITY that to the best of its information and belief, based on what its observation have revealed; the Work is in accordance with the Construction Documents. The CONSULTANT shall conduct observations to determine the dates of substantial and final completion and issue a recommendation for final payment. 1.2.12 The CONSULTANT shall revise the Construction drawings and submit record or corrected drawings to the CITY to show those changes made during the construction process based on the marked up prints, drawings and other data furnished by the Contractor. The record drawings shall be provided in electronic format inclusive of conformed PDF files and AutoCad files in a form compatible with the CITY'S version of AutoCad formats for archival purposes. 1.2.13 The CONSULTANT shall attend regularly scheduled progress meetings on site bi-monthly or as otherwise determined based on a specific need established prior to construction by the CITY. 1.2.14 The CONSULTANT shall review change orders prepared and submitted by the Contractor for the CITY'S approval. CONSULTANT shall not authorize any changes in the work or time, no matter how minor without prior written approval by the CITY. 1.2.15 Each project's construction or demolition shall be considered complete upon compilation of a punchlist by CONSULTANT, which shall be timely completed by Contractor to the satisfaction of the CITY,written notification to Contractor by CONSULTANT that all releases of liens are satisfied and written recommendation by CONSULTANT for final payment to the Contractor which shall be at the sole discretion of the CITY. 1.2.16 RESIDENT PROJECT SERVICES: During the Construction progress of any work, the CONSULTANT will if authorized by the CITY, provide resident project observation services to be performed by one or more authorized employees ("Resident Project Representative") of the CONSULTANT. Resident Project Representatives shall provide extensive observation services at the project site during construction. The Resident Project Representative will endeavor to identify for the CITY any defects and deficiencies in the work of the Contractor(s). Resident project observation services shall include but is not limited to the following: Conducting all pre-construction conferences; Conducting all necessary construction progress meetings; ❖ Observation of the work in progress to the extent authorized by the CITY; Receipt, review coordination and disbursement of shop drawings and other submittals; Maintenance and preparation of progress reports; Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-� Page 599 of 1324 Field observation and verification of quantities of equipment and materials installed; Verification of contractors'and subcontractors'payrolls and records for compliance with applicable contract requirements; *o Maintenance at each project site on a current basis of all drawings, specifications, contracts, samples, permits, and other project related documents, and at the completion of each project, deliver all such records to the CITY; Preparation, update and distribution of a project budget with each project schedule; Notification to the CITY immediately if it appears that either each project schedule or each project budget will not be met; Scheduling and conducting monthly progress meetings at which CITY, Engineer,general contractor,trade contractor, utilities representatives, suppliers can jointly discuss such matters as procedures, progress, problems and scheduling. :• Recommending courses of action,and enforcing action selected by the CITY, if so directed by the CITY, if the general and/or trade contractors are not meeting the requirements of the plans, specifications, and Construction Contract; Development and implementation of a system for the preparation, review, and processing of change orders; ❖ Maintenance of a daily log of each project; Recording the progress of each project, and submission of written monthly progress reports to the CITY including information on the Contractors'work and the percentage of completion; :• Determination of substantial and final completion of work and preparation of a list of incomplete and unsatisfactory items, and a schedule of their completion; and Securing and transmitting to the CITY, required guarantees; affidavits; releases; key manuals; record drawings;and maintenance stocks; The Resident Project Representative shall also investigate and report on complaints and unusual occurrences that may affect the responsibility of the CONSULTANT or the CITY in connection with the work. The Resident Project Representative shall be a person acceptable to the CITY, and the CITY shall have the right to employ personnel to observe the work in progress, provided however that such personnel as employed by the CITY, and such personnel will be responsible directly to the CITY in the performance of work that would otherwise be assumed and performed by the CONSULTANT. The Resident Project Representative shall not have control over or charge of, or responsibility for the construction means, methods, techniques, sequences or procedures, or for safety precautions and programs in connection with the Work, nor shall the Resident Project Representative be responsible for the Contractor's failure to perform the Work in accordance with the requirements of the Contract Documents. The Resident Project Representative shall not have control over or charge of, and shall not be responsible for, acts or omissions of the Contractor or of any other persons or entities performing portions of the Work. Although CONSULTANT shall not be responsible for health or safety Boynton Beach Utilities-General Consulting Services C-8 V.5 CLEAN FINAL Page 600 of 1324 programs or precautions related to CITY"s activities or those of CITY's other contractors and consultants or their respective subcontractors and vendors ("Contractors"), CONSULTANT shall nonetheless report to the Resident Project Representative health and safety conditions or deficiencies observed by CONSULTANT'S employees or representatives. CONSULTANT shall not be responsible for CITY's pre-existing site conditions or the aggravation of those preexisting site conditions to the extent not caused by the negligence or willful misconduct of CONSULTANT. CONSULTANT shall not be responsible for inspecting, observing,or correcting health or safety conditions or deficiencies of CITY, Contractors or others at project site ("Project Site") other than for CONSULTANT's employees, subconsultants and vendors. 1.3 ADDITIONAL SERVICES 1.3.1 When additional services are necessary they shall be specified in the written Task Order. Examples of additional(not exclusive)services are: Preparation of applications and supporting documents for private or governmental grants, loans or advances in connection with any particular project. Services to make measured drawings of or to investigate existing conditions or facilities, or to verify the accuracy of drawings or other information furnished by or to the CITY. Services resulting from significant changes in the general scope,extent or character of any particular project or its design including but not limited to, changes in size,complexity,the CITY'S schedule,character of construction or method of financing, and revising previously accepted studies, reports, design documents or Construction Contract Documents when such revisions are required by changes to laws, rules, regulations, ordinances, codes or orders enacted subsequent to the preparation of such studies, reports or documents, or are due to any other causes beyond the CONSULTANT'S control. :• Providing renderings or models for the CITY'S use. ❖ Preparing documents for alternate Proposals requested by the CITY for work that is not executed for documents for out-of-sequence work. ❖ Investigations and studies involving but not limited to, detailed considerations of operations, maintenance and overhead expenses; providing value engineering during the course of design; the preparation of feasibility studies; cash flow and economic evaluations, rate schedules and appraisals; assistance in obtaining financing for a project; evaluating processes available for licensing and assisting the CITY in obtaining process licensing; detailed quantity surveys of material, equipment and labor, and audits or inventories required in connection with construction performed by the CITY. ❖ Assistance in connection with Proposal/proposal protests,re-bidding or re-negotiating contracts for construction, materials, equipment or services,unless the need for such assistance is reasonably determined by the CITY to be caused by the CONSULTANT(e.g. defective plans and/or specifications which inhibit contractors from submitting Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-9 Page 601 of 1324 proposals) in which event there shall be no additional cost for the provision of such services. Preparing to serve or serving as a CONSULTANT or witness for the CITY in any litigation, arbitration or other legal or administrative proceeding. Additional services in connection with a project not otherwise provided in this Agreement. Services in connection with a project not otherwise provided for in this Agreement. Services in connection with a field order or change order requested by the CITY. :• Providing artwork, models, or renderings as requested by the CITY. 1.3.2 When required by the Construction Contract documents in circumstances beyond the CONSULTANT'S control, and upon the CITY'S authorization, it will furnish the following additional services. Services in connection with work changes necessitated by unforeseen conditions encountered during construction. Services after the award of each contract in evaluating and determining the acceptability of an unreasonable or excessive number of claims submitted by Contractor, except to the extent such claims are caused by the errors or omissions of the CONSULTANT. Additional or extended services during construction made necessary by 1) work damaged by fire or other cause during construction, 2) a significant amount of defective or negligent work of any contractor, 3) acceleration of the progress schedule involving services beyond normal working hours, or 4) default by any contractor; provided however, if a fire occurs as a direct result of errors or omissions in the design by the CONSULTANT or if the CONSULTANT fails to notify the Contractor of the deficient quality of their workmanship pursuant to CONSULTANT'S duties as described in the Contract Documents, the CONSULTANT'S additional services shall be deemed part of Basic Services and compensated as such. ❖ Services in connection with any partial utilization of any part of a project by the CITY prior to Substantial Completion. ❖ Services to evaluate the propriety of substitutions or design alternates proposed by the Contractor and involving methods of construction, materials, or major project components either during bidding and/or Negotiation services or Construction Contract award. The cost of such services shall be borne by the Contractor,and this requirement shall be included in the construction contract. Services in making revisions to drawings and specifications occasioned by the acceptance of substitutions proposed by the Contractor, unless such substitutions are due to a design error by the CONSULTANT in which case such services shall be deemed Basic Services. Except when caused by a design error by the CONSULTANT,the cost of such services shall be borne by the Contractor,and this requirement shall be included in the construction contract. Boynton Beach Utilities-General Consulting Services C-10 V.5 CLEAN FINAL Page 602 of 1324 1.4 CITY'S RESPONSIBILITIES 1.4.1 The CITY shall do the following in a timely manner so as not to delay the services of the CONSULTANT: 1.4.1.1 Designate in writing a person or persons to act as the CITY'S representative with respect to the services to be rendered under this Agreement. Such person(s)shall have complete authority to transmit instructions and receive information with respect to the CONSULTANT'S services for a particular project.The CITY may have multiple CITY Representative(s)or project managers during the performance of this AGREEMENT based on the specific task orders/written task orders from each of the Scope Categories. 1.4.1.2 Provide all criteria and full information as to the CITY'S requirements for the Project, including design objectives and constraints, space, capacity and performance requirements, flexibility and expandability,and any budgetary limitations. 1.4.1.3 Assist the CONSULTANT by providing at the CONSULTANT'S request all available information pertinent to the Project including previous reports and any other data relative to design or construction of the project. 1.4.1.4 Furnish to the CONSULTANT, if required for the performance of CONSULTANT'S services (except where otherwise furnished by the CONSULTANT as Additional Services),the following: 1.4.1.5 Data prepared by, or services of others, including without limitations borings, probings and subsurface explorations, hydrographic surveys, laboratory tests and inspection of samples, materials and equipment; 1.4.1.6 Appropriate professional interpretations of all of the foregoing; 1.4.1.7 Environmental assessment and impact statements; 1.4.1.8 Property, boundary, easement, right-of-way, topographic and utility surveys; 1.4.1.9 Property descriptions; 1.4.1.10 Zoning,deed and other land use restrictions; 1.4.1.11 Approval and permits required in the CITY'S jurisdiction and those from outside agencies unless such approvals and permits are the responsibility of the CONSULTANT;and 1.4.1.12 Arrange for access to make all provisions for the CONSULTANT to enter upon the CITY'S property as required for the CONSULTANT to perform services under this Agreement. 1.4.1.13 Consistent with the professional standard of care and unless otherwise specifically provided herein, CONSULTANT shall be entitled to rely upon the accuracy of data and information provided by the CITY or others without independent review or evaluation. Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-11 Page 603 of 1324 1.5 SEQUENCE OF EVENTS 1.5.1 Following receipt of any task order/written task order, the CONSULTANT shall submit to the CITY, at least five (5) days prior to actual commencement of services, a schedule of services and expenses for approval by the CITY before any services commence. The CITY reserves the right to make changes to the sequence as necessary to facilitate the services or to minimize any conflict with operations. 1.5.2 Task orders will be issued to the CONSULTANT in the order in which the CITY wishes, and shall be performed and completed in the order they are issued, unless otherwise specifically permitted by the CITY. Minor adjustments to the timetable for completion approved by the CITY in advance, in writing, shall not constitute non-performance by CONSULTANT pursuant to this Agreement. 1.5.3 Proposals received by CONSULTANT as a result of task order/written task order that exceeds $25,000 in cost will require approval from CITY Commission before execution of services in accordance with the CITY'S Procurement Administrative Policy. 1.5.4 When the CITY issues task orders to the CONSULTANT, each authorization shall contain a stated completion schedule. If caused by the negligent errors or omissions of CONS ULTANT,faiIure of the CONSULTANT to meet the stated schedule shall constitute a default for which payment for services may be withheld until default is cured. Time extensions will be reviewed upon request for extenuating circumstances. 1.5.5 It is anticipated and intended that the CONSULTANT will be authorized to begin new task orders on a"rolling" basis, as some already assigned task orders near timely completion. If a subsequent Task Order is issued to the CONSULTANT before it has completed the current task order, the completion date for each Task Order will remain independent of each other so that the CONSULTANT will prioritize the uncompleted Task Order from the first Task Order and finish as soon as practical. Failure to complete the "older" task orders in a timely manner, may adversely impact upon continued early authorization to start a subsequent work. 1.5.6 When the CONSULTANT has exceeded the stated completion date including any extension for extenuating circumstances which may have been granted, a written notice of Default will be issued within seven (7) days of the date that the default became active with a requirement of seven (7) days to cure said default, to the CONSULTANT and payment for services rendered shall be withheld until such time that the CITY has determined that default has been cured. 1.5.7 Should the CONSULTANT exceed the assigned completion time,the CITY reserves the right not to issue to the CONSULTANT any further task orders until such time as it is no longer in default, and the CONSULTANT has demonstrated to the CITY'S satisfaction,the reasons for tardy completion Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-12 Page 604 of 1324 have been addressed and are not likely to be repeated in subsequent task orders. This restricted issuance provision may result in the CONSULTANT not being issued all of the planned work the CITY anticipated in this Agreement. The CONSULTANT shall have no right to the balance of any work,or to any compensation associated with these non-issued task orders due to the CONSULTANT being rendered in default. 1.5.8 Should the CONSULTANT remain in default for a period of fifteen (15) consecutive calendar days beyond the time frame provided in Paragraph 1.5.6 the CITY may at its sole option retain another CONSULTANT to perform any work arising out of this Agreement and/or terminate this Agreement. 1.6 DEFINITION OF DEFAULT 1.6.1. An event of default shall mean a material breach of this Agreement . Without limiting the generality of the foregoing and in addition to those instances referred to as a material breach,an event of default shall include the following: 4- CONSULTANT has not performed services on a timely basis due to CONSULTANT'S negligent errors or omissions; CONSULTANT has refused or failed to supply enough properly skilled personnel; ❖ CONSULTANT has failed to make prompt payments to SUB- CONSULTANTS or suppliers for any services after receiving payment from the CITY for such services or supplies; CONSULTANT has failed to obtain the approval of the CITY where required by this Agreement; s CONSULTANT has refused or failed to provide the services as defined in this Agreement; CONSULTANT has filed bankruptcy or any other such insolvency proceeding and the same is not discharged within ninety (90) days of such date. •3 CITY has failed to make payments to CONSULTANT in accordance with the requirements of this Agreement 1.6.2 In the event of Default, the CONSULTANT shall be liable for all damages resulting from the Default including: The difference between the amount that has been paid to the CONSULTANT and the amount required to complete the CONSULTANT'S work, provided the fees by the firm replacing the CONSULTANT are reasonable and the hourly rates do not exceed the CONSULTANT'S rates. This amount shall also include procurement and administrative costs incurred by the CITY. ❖ In the event of default by the City, CONSULTANT may suspend the Work pending receipt of such payment. Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-13 Page 605 of 1324 1.6.3. The CITY may take advantage of each and every remedy specifically existing at law or in equity. Each and every remedy shall be in addition to every other remedy given or otherwise existing,and may be exercised from time to time and as often and in such order as may be deemed expedient by the CITY. The exercise or the beginning of the exercise of one remedy shall not be deemed to be a waiver of the right to exercise any other remedy. The CITY'S rights and remedies as set forth in this Agreement are not exclusive and are in addition to any other rights and remedies available to the CITY in law or in equity. ARTICLE 2-TERM 2.1 The initial Contract period shall be for an initial two(2)years, commencing at the execution of the contract, and the City reserves the right to unilaterally renew the contract for three (3) additional one (1) year periods under the same terms, conditions.The CONSULTANT understands and acknowledges that the Services to be performed during the two(2)year term will be governed by this Agreement, and that there is no guarantee of future work being given to the CONSULTANT. 2.2 In the event that services are scheduled to end either by contract expiration or by termination by the CITY (at the CITY'S discretion), the CONSULTANT shall continue the services, if requested by the CITY, or until task or tasks is/are completed.At no time shall this transitional period extend more than one-hundred and eighty(180)calendar days beyond the expiration date of the existing contract. The CONSULTANT will be reimbursed for this service at the rate in effect when this transitional period clause was invoked by the CITY. ARTICLE 3-TIME OF PERFORMANCE 3.1 Work under this Contract shall commence upon the giving of written notice by the CITY to the CONSULTANT by way of an executed task order and resultant task order. CONSULTANT shall perform all services and provide all work product required pursuant to this Contract and the specific task order by the Sequence of Events, or unless an extension of time is granted in writing by the CITY. ARTICLE 4-PAYMENT 4.1 The CONSULTANT shall be paid by the CITY for completed work and for services rendered under this agreement as follows: Payment for the work provided by CONSULTANT shall be made in accordance with the Fee Schedule as provided in Exhibit"A" attached hereto. ❖ Payment as provided in this Section shall be full compensation for work performed,services rendered and for all materials,supplies,equipment and incidentals necessary to complete the work. Compensation for sub-CONSULTANTS will be negotiated based on each task order. Compensation will be through a direct mark-up in Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-14 Page 606 of 1324 accordance with the Schedule of Professional Fees attached hereto. Sub-consulting services shall be approved by the CITY'S representative prior to performance of the sub-consulting work. Consulting time for processing and management of the sub- CONSULTANT shall not be included in direct costs as the direct mark- up is applied for management efforts. The CONSULTANT may submit vouchers to the CITY once per month during the progress of the Work for partial payment for project completed to date. Such vouchers will be verified by the CITY, and upon approval thereof, payment will be made to the CONSULTANT in the amount approved. 4 In certain cases where incremental billing for partially completed Work is permitted by the CITY'S representative,the total incremental billings shall not exceed the percentage of estimated completion of identifiable deliverables or accepted deliverables as of the billing date. ❖ Computation of Time Charges/Not-to-Exceed Method of Payment: When a service is to be compensated based on time charge/not-to- exceed method, the CONSULTANT shall submit a not-to-exceed proposal to the CITY'S representative for prior approval based on estimated labor hours and hourly rates which shall not exceed the established hourly rates as per the Schedule of Professional Fees attached hereto, plus sub-CONSULTANT services and other related costs supporting the proposed work. The CITY shall not be obligated to reimburse the CONSULTANT for costs incurred in excess of the total not-to-exceed cost amount. ❖ Final payment of any balance due the CONSULTANT of the total contract price earned will be made promptly upon its ascertainment and verification by the CITY after the completion of the Work under this Agreement and its acceptance by the CITY,which shall occur no later than 30 days following receipt of the invoice. Final Invoice: In order for both parties herein to close their books and records, the CONSULTANT will clearly state "final invoice" on the CONSULTANT'S final/last billing to the CITY. The final invoice certifies that all services have been properly performed and all charges and costs have been invoiced to the CITY. Since this account will thereupon be closed, and any other further charges if not properly included on this invoice are considered waived by the CONSULTANT. The cost of all services as stated herein shall remain fixed and firm for the initial two (2) year period of the contract. Costs for subsequent years and any extension terms shall be subject to an adjustment only if increases incur in the industry. However, unless very unusual and significant changes have occurred in the industry, such increases shall not exceed 5% per year, or whichever is less, the latest yearly percentage increase in the All Urban Consumers Price Index (CPI-U) (National) as published by the Bureau of Labor Statistics, U.S. Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-15 Page 607 of 1324 Department Labor. The yearly increase, or decrease in the CPI shall be the latest index published and available ninety(90)days prior to the end of the contract year then in effect, compared to the index for the same month one (1) year prior. Any requested cost increase shall be fully documented and submitted to the CITY at least sixty (60) days prior to the contract anniversary date. Any approved cost adjustments shall become effective upon the anniversary date of the contract. In the event the CPI or industry costs decline, the CITY shall have the right to receive from the CONSULTANT, a reasonable reduction in costs that reflect such changes in the industry. The CITY may after examination, refuse to accept the adjusted costs if they are not properly documented, increases are considered to be excessive,or decreases are considered to be insufficient. In the event the CITY does not wish to accept the adjusted costs and the matter cannot be resolved to the satisfaction of the CITY,the Contract may be cancelled by the CITY upon giving thirty (30) calendar days written notice to the CONSULTANT ARTICLE 5-OWNERSHIP AND USE OF DOCUMENTS 5.1 Upon completion of the project and final payment to CONSULTANT, all documents, drawings, specifications and other materials produced by the CONSULTANT in connection with the services rendered under this Contract the documents shall be the property of the CITY whether the Project for which they are made is executed or not. Notwithstanding the foregoing, the CONSULTANT shall maintain the rights to reuse standard details and other design features on other projects. The CONSULTANT shall be permitted to retain copies, including reproducible copies, of drawings and specifications for information, reference and use in connection with CONSULTANT'S endeavors. Any use of the documents for purposes other than as originally intended by this Contract,without the written consent of CONSULTANT, shall be at the CITY'S sole risk and without liability to CONSULTANT and CONSULTANT'S sub-CONSULTANTS. ARTICLE 6-FUNDING 6.1 This Contract shall remain in full force and effect only as long as the expenditures provided in the Contract have been appropriated by the City Commission of Boynton Beach in the annual budget for each fiscal year of this Contract, and is subject to termination based on lack of funding. ARTICLE 7-WARRANTIES AND REPRESENTATIONS 7.1 CONSULTANT represents and warrants to the CITY that it is competent to engage in the scope of services contemplated under this Contract and that it will retain and assign qualified professionals to all assigned projects during the term of this Contract. CONSULTANT'S services shall meet a standard of care for professional engineering and related services equal to the standard of care for engineering professional practicing under similar conditions. In submitting its response to the RFQ, CONSULTANT has represented to CITY that certain individuals employed Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-16 Page 608 of 1324 by CONSULTANT shall provide services to CITY pursuant to this Contract. CITY has relied upon such representations. Therefore,CONSULTANT shall not change the designated Project Manager for any project without the advance written approval of the CITY,which consent shall not be unreasonably withheld. ARTICLE 8-COMPLIANCE WITH LAWS 8.1 CONSULTANT shall, in performing the services contemplated by this service Contract, faithfully observe and comply with all federal, state and local laws, ordinances and regulations that are applicable to the services to be rendered under this Contract,shall review and comply with laws, regulations,codes and standards in effect as of the date of this agreement that are applicable to CONSULTANT'S services and shall exercise professional care and judgment to comply with requirements imposed by governmental authorities having jurisdiction over the project. Should changes in any law, ordinance, or regulation result in increased costs or delays to services rendered, both parties agree to an equitable adjustment to schedules and prices. ARTICLE 9-INDEMNIFICATION 9.1 Subject to the limiting provisions of Florida Statute 725.08, CONSULTANT shall indemnify, and hold harmless the CITY, its offices, agents and employees, from and against any and all losses, or any portion thereof, including reasonable attorneys'fees and costs,arising from injury or death to persons,including injuries, sickness, disease or death to CONSULTANT'S own employees, or damage to property to the extent caused by negligence, recklessness, or intentionally wrongful conduct of CONSULTANT or other persons employed or utilized by CONSULTANT in performance of CONSULTANT'S duties. Neither party to this Contract shall be liable for any special, incidental, indirect or consequential damages of any kind, including but not limited to lost profits or use that my result from this Contract or out of the services or goods furnished hereunder. 9.2 To the greatest extent permitted pursuant to Section 725.06, Florida Statutes, CONSULTANT's indemnification obligation (when providing services to CITY) shall not exceed the value of CONSULTANT's total compensation. Such obligation shall not be construed to negate, abridge or otherwise reduce other rights or obligations of indemnity which would otherwise exist as to a party or person described in this Article. PURSUANT TO FLORIDA STATUTE, NO INDIVIDUAL DESIGN PROFESSIONAL EMPLOYED BY OR ACTING AS AN AGENT OF CONSULTANT MAY BE HELD INDIVIDUALLY LIABLE FOR DAMAGES RESULTING FROM THE NEGLIGENCE OCCURRING WITHIN THE COURSE AND SCOPE OF THIS PROFESSIONAL SERVICES AGREEMENT Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-17 Page 609 of 1324 ARTICLE 10-INSURANCE 10.1 During the performance of the services under this Contract, CONSULTANT shall maintain the following insurance policies, and provide certificates of insurance evidencing such coverages and limits, and shall be written by an insurance company authorized to do business in Florida. 10.1.1 Worker's Compensation Insurance: The CONSULTANT shall procure and maintain for the life of this Contract, Worker's Compensation Insurance covering all employees with limits meeting all applicable state and federal laws. CONSULTANT shall include the Worker's Compensation and Employer's Liability Insurance requirements in its subcontracts. This coverage shall include Employer's Liability with limits meeting all applicable state and federal laws. This coverage must extend to any sub- CONSULTANT that does not have their own Worker's Compensation and Employer's Liability Insurance, unless not required by statute. The policy must contain a waiver of subrogation in favor of the CITY of Boynton Beach, executed by the insurance company. 10.1.2 Comprehensive General Liability: The CONSULTANT shall procure and maintain for the life of this Contract, Comprehensive General Liability Insurance. This coverage shall be on an "Occurrence" basis. Coverage shall include Premises and Operations;Independent Contractors,Products Completed Operations and Contractual Liability with specific reference of Article 9, "Indemnification" of this Contract. This policy shall provide coverage for death, personal injury or property damage that could arise directly or indirectly from CONSULTANT'S negligent performance of this Agreement. CONTRACTOR shall maintain a minimum coverage of $1,000,000 per occurrence and $1,000,000 aggregate for personal injury/ and $1,000.000 per occurrencelaggregate for property damage. The general liability insurance shall include the CITY as an additional insured and shall include a provision prohibiting cancellation of the policy upon thirty(30)days prior written notice to the CITY,except for cancellation due to non-payment of premium. 10.1.3 Business Automobile Liability: The CONSULTANT shall procure and maintain, for the life of this Contract, Business Automobile Liability Insurance. The CONSULTANT shall maintain a $1,000,000 combined single limit for bodily injury and property damage liability to protect the CONSULTANT from claims for damage for bodily and personal injury, including death, as well as from claims for property damage, which may arise from the ownership, use of maintenance of owned and non-owned automobile, included rented automobiles, whether such operations be by the CONSULTANT or by anyone directly or indirectly employed by the CONSULTANT. 10.1.4 Professional Liability (Errors and Omissions) Insurance: The CONSULTANT shall procure and maintain for the life of this Contract in the minimum amount of$1,000,000 per claim/aggregate. Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-18 Page 610 of 1324 10.2 It shall be the responsibility of the CONSULTANT to ensure that all sub- CONSULTANTS comply with the same insurance requirements referenced above. 10.3 In the judgment of the CITY, prevailing conditions warrant the provision by the CONSULTANT of additional liability insurance coverage or coverage which is different in kind, the CITY reserves the right to require the provision by CONSULTANT of an amount of coverage different from the amounts or kind previously required and shall afford written notice of such change in requirements thirty (30) days prior to the date on which the requirements shall take effect. Should the CONSULTANT fail or refuse to satisfy the requirement of changed coverage within the thirty(30)days following the CITY'S written notice,the CITY, at its sole option, may terminate the Contract upon written notice to the CONSULTANT,said termination taking effect on the date that the required change in policy coverage would otherwise take effect. 10.4 CONSULTANT shall, for a period of two(2)years following the termination of the Agreement, maintain a"tail coverage"in an amount equal to that described above if coverage is not otherwise renewed for Comprehensive Liability Insurance on a claims-made policy only. ARTICLE 11 -INDEPENDENT CONTRACTOR 11.1 The CONSULTANT and the CITY agree that the CONSULTANT is an independent CONSULTANT with respect to the services provided pursuant to this Contract. Nothing in this Contract shall be considered to create the relationship of employer and employee between the parties hereto. Neither CONSULTANT nor any employee of CONSULTANT shall be entitled to any benefits accorded CITY employees by virtue of the services provided under this Contract.The CITY shall not be responsible for withholding or otherwise deducting federal income tax or social security or for contributing to the state industrial insurance program, otherwise assuming the duties of an employer with respect to CONSULTANT, or any employee of CONSULTANT. 11.2 CONSULTANT acknowledges and understands that, as an independent CONSULTANT pursuant to this Agreement, CONSULTANT shall comply with Chapter 119, Florida Statutes, as amended (Public Records). CONSULTANT'S obligation includes, but is not limited to CONSULTANT'S obligation to preserve public records and make public records available to third parties in addition to the CITY. ARTICLE 12-COVENANT AGAINST CONTINGENT FEES 12.1 The CONSULTANT warrants that he has not employed or retained any company or person, other than a bonafide employee working solely for the CONSULTANT, to solicit or secure this Contract, and that he has not paid or agreed to pay any company or person, other than a bonafide employee working solely for the CONSULTANT, any fee, commission, percentage, brokerage fee, gifts, or any other consideration contingent upon or resulting from the award or making of this Contract. For breach or violation of this warranty,the CITY shall have the right to annul this Contract without liability or, in its discretion to deduct from the contract Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-19 Page 611 of 1324 price or uonsidaration, or otherwise recover, the full amount of such fee, commission, percentage, brokerage fee,gift, orcontingent fee. ARTICLE 13TRUTH-IN-NEGOTIATION CERTIFICATE — 13.1 Execution of this Contract by the CONSULTANT shall act as the execution of e truth-in-negotiation certificate certifying that the wage rates and costs used to determine the compensation provided for in this Contract is accurate, complete, and current aoofthe date ofthe Contract. 132 The said rates and cost shall be adjusted to exclude any significant sums should the CITY determine that the rates and costs were increased due to inoocunoto, incomplete,or non-current wage rates or due to inaccurate representations of fees paid tooutside CONSULTANTS. The City shall exercise its rights under this ^Certifioete''within one(1)year following payment. ARTICLE 14'SUBCONTRACTING 14.1 The CITY reserves the right k/accept the use n[uSUB-CONSULTANT or0ureject the selection ufoparticular sub-CONSULTANT and toinspect all facilities ofany SUB-CONSULTANTS in order to make a determination as to the capability of the SUB-CONSULTANT toperform properly under this contract. The CONSULTANT is encouraged to seek |ouo| vendors for participation in subcontracting opportunities. |fthe CONSULTANT uses any sub CONSULTANTS unthis project the following provisions ofthis Article shall apply: 14.2 |faSUB-CONSULTANT fails Voperform ormake progress, aorequired bythis Cnrkract, and it is necessary to replace the SUB-CONSULTANT to complete the work inmtimely fashion, the CONSULTANT shall promptly doso, subject tu acceptance of the new SUB-CONSULTANT by the QTY. The substitution of subcontractor shall not be adequate cause to excuse a delay in the performance any portion of this contract asset forth inthe Scope ofWork. 14.3 The CONGULTANT, ito8U8'CDN8ULTANT8. agen{a, uemmnta, or employees agree to be bound by the Terms and Conditions of this Contract and it's agreement with the SUB-CONSULTANT for work to be performed for the City the CONSULTANT must incorporate the terms ofthis contract. ARTICLE 15DISCRIMINATION PROHIBITED - 15.1 The CONGULTANT, with regard tuthe work performed by it under this Controct, will not discriminate on the grounds of race, color, national origin, religion, creed, age,sex or the presence of any physical or sensory handicap in the selection and retention ofemployees orprocurement ofmaterials nrsupplies. ARTICLE 16'ASSIGNMENT 181 The CONSULTANT shall not sublet orassign any ofthe services covered bythis Contract without the express written consent ofthe CITY. Boynton Beach Utilities General Consulting Services C-20 v.5CLEAN FINAL Page 012of1324 ARTICLE 17-NON-WAIVER 17.1 A waiver by either CITY or CONSULTANT of any breach of this Contract shall not be binding upon the waiving party unless such waiver is in writing. In the event of a written waiver, such a waiver shall not affect the waiving party's rights with respect to any other or further breach. The making or acceptance of a payment by either party with knowledge of the existence of a default or breach shall not operate or be construed to operate as a waiver of any subsequent default or breach. ARTICLE 18—TERMINATION 18.1 Termination for Convenience: This Contract may be terminated by the CITY for convenience, upon ten (10) days of written notice by the terminating party to the other party for such termination in which event the CONSULTANT shall be paid its compensation for services performed to termination date, including services reasonably related to termination. In the event that the CONSULTANT abandons the Contract or causes it to be terminated,CONSULTANT shall indemnify the CITY against loss pertaining to this termination. 18.2 Termination for Default: In addition to all other remedies available to the CITY,this Contract shall be subject to cancellation by the CITY for cause, should the CONSULTANT neglect or fail to perform or observe any of the material terms, provisions, conditions, or requirements herein contained, if such neglect or failure continue for a period of thirty (30)days after receipt by CONSULTANT of written notice of such neglect or failure. In the event of non-payment of other material breach of this Contract by CITY, the Contract is subject to cancellation by CONSULTANT should such condition continue for a period of thirty(30)days after receipt by CITY of written notice of breach. ARTICLE 19—DISPUTES AND VENUE 19.1 Any dispute arising out of the terms or conditions of this Contract shall be adjudicated within the courts of Florida. Further,this Contract shall be construed under Florida Law. Claims, disputes or other matters in question between the parties to this Contract arising out of or relating to this Contract shall be in a court of law. The CITY does not consent to mediation or arbitration for any matter connected to this Contract. The parties agree that any action arising out of this Contract shall take place in Palm Beach County, Florida. ARTICLE 20—UNCONTROLLABLE FORCES 20.1 Neither the CITY nor CONSULTANT shall be considered to be in default of this Contract if delays in or failure of performance shall be due to Uncontrollable Forces, the effect of which, by the exercise of reasonable diligence, the non- performing party could not avoid. The term "Uncontrollable Forces" shall mean any event which results in the prevention or delay of performance by a party of its obligations under this Contract and which is beyond the reasonable control of the non-performing party. It includes, but is not limited to fire, flood, earthquakes, storms, lightning, epidemic, war, riot, civil disturbance, sabotage, and Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-21 Page 613 of 1324 governmental actions. In such circumstances, parties agree to an equitable adjustment of schedules and prices. 20.2 Neither party shall, however, be excused from performance if non-performance is due to forces which are preventable,removable,or remediable,and which the non- performing party could have,with the exercise of reasonable diligence, prevented, removed, or remedied with reasonable dispatch. The non-performing party shall, within a reasonable time of being prevented or delayed from performance by an uncontrollable force, give written notice to the other party describing the circumstances and uncontrollable forces preventing continued performance of the obligations of this Contract. ARTICLE 21 —CITY-PROVIDED INFORMATION AND SERVICES 21.1 CITY shall furnish CONSULTANT available studies, reports and other data pertinent to CONSULTANT'S services; obtain or authorize CONSULTANT to obtain or provide additional reports and data as required;furnish to CONSULTANT services of others required for the performance of CONSULTANT'S services hereunder, and CONSULTANT shall be entitled to use and rely upon all such information and services provided by CITY or others in performing CONSULTANT'S services under this Agreement. ARTICLE 22—ESTIMATES AND PROJECTIONS 22.1 In providing opinions of cost, financial analyses, economic feasibility projections, and schedules for potential projects, CONSULTANT has no control over cost or price of labor and material; unknown or latent conditions of existing equipment or structures that may affect operation and maintenance costs; competitive bidding procedures and market conditions; time or quality of performance of third parties; quality, type, management, or direction of operating personnel; and other economic and operational factors that may materially affect the ultimate project cost or schedule.Therefore,CONSULTANT makes no warranty that CITY'S actual project costs, financial aspects, economic feasibility, or schedules will not vary from CONSULTANT'S opinions, analyses, projections, or estimates. ARTICLE 23—THIRD PARTIES 23.1 The services to be performed by CONSULTANT are intended solely for the benefit of CITY. No person or entity not a signatory to this Agreement shall be entitled to rely on CONSULTANT'S performance of its services hereunder, and no right to assert a claim against CONSULTANT by assignment of indemnity rights or otherwise shall accrue to a third party as a result of this Agreement or the performance of CONSULTANT'S services hereunder. Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-22 Page 614 of 1324 ARTICLE 24-.NOTICES 24.1 All notices required in this Contract shall be sent to the CITY and shall be mailed to: City of Boynton Beach Co y to: _ Attn: Utilities Director City of Boynton Beach 124 E.Woolbri ht Road Attn: Procurement Services Boynton Beach, FL 33435 P.O. Box 310 Boynton Beach, FL 33425 And Notices to CONSULTANT, shall be sent to the following address: CAROLLO ENGINEERING INC. Attn: Elizabeth Fujikawa 9897 Lake Worth Road Suite 302 Lake Worth, FL 33467 ARTICLE 25-INTEGRATED AGREEMENT 25.1 This Contract, together with the RFQ/RFP and any addenda and/or attachments, represents the entire and integrated agreement between the CITY and the CONSULTANT and supersedes all prior negotiations, representations, or agreements written or oral. This Contract may be amended only by written instrument signed by both CITY and CONSULTANT. 25.2 In the event of a conflict between a provision of this Agreement and a provision of an individual Task Order,the provision of the Task Order will control. ARTICLE 26-SOVEREIGN IMMUNITY 26.1 CITY is a political subdivision of the State of Florida and enjoys sovereign immunity. Nothing in the Agreement is intended, nor shall be construed or interpreted, to waive or modify the immunities and limitations on liability provided for in Section 768.28, Florida Statute, as may be emended from time to time, or any successor statute thereof. To the contrary,all terms and provisions contained in the Contract, or any disagreement or dispute concerning it, shall be construed or resolved so as to insure CITY of the limitation from liability provided to any successor statute thereof. To the contrary, all terms and provision contained in the Contract, or any disagreement or dispute concerning it, shall be construed or resolved so as to insure CITY of the limitation from liability provided to the State's subdivisions by state law. 26.2 In connection with any litigation or other proceeding arising out of the Contract,the prevailing party shall be entitled to recover its own costs and attorney fees through and including any appeals and any post-judgment proceedings. CITY'S liability for costs and attorney's fees, however, shall not alter or waive CITY'S entitlement to sovereign immunity, or extend CITY'S liability beyond the limits established in Section 768.28, Florida Statutes, as amended. Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-23 Page 615 of 1324 ARTICLE 27—PUBLIC RECORDS 27.1 The City is public agency subject to Chapter 119, Florida Statutes. The CONSULTANT shall comply with Florida's Public Records Law. Specifically, the Contractor shall: A. Keep and maintain public records required by the CITY to perform the service; B. Upon request from the CITY'S custodian of public records,provide the CITY with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in chapter 119,Fla.Stat.or as otherwise provided by law; C. Ensure that public records that are exempt or that are confidential and exempt from public record disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and, following completion of the contract, Contractor shall destroy all copies of such confidential and exempt records remaining in its possession once the Contractor transfers the records in its possession to the CITY;and D. Upon completion of the contract,Contractor shall transfer to the CITY, at no cost to the CITY,all public records in Contractor's possession All records stored electronically by Contractor must be provided to the CITY,upon request from the CITY'S custodian of public records,in a format that is compatible with the information technology systems of the CITY. E. IF THE CONSULTANT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: (CITY CLERK) P.O. BOX 310 BOYNTON BEACH, FLORIDA,33425 561-742-6061. PYLEJ(a,BBFL.US Boynton Beach Utilities-General Consulting Services C-24 V.5 CLEAN FINAL Page 616 of 1324 Article 28-LIMITATION OF LIABILITY THE PARTIES HAVE EVALUATED THE RESPECTIVE RISKS AND REMEDIES UNDER THIS AGREEMENT AND AGREE TO ALLOCATE THE RISKS AND RESTRICT THE REMEDIES TO REFLECT THAT EVALUATION. CITY AGREES TO RESTRICT ITS REMEDIES UNDER THIS AGREEMENT AGAINST CONSULTANT, ITS PARENTS, AFFILIATES AND SUBSIDIARIES, AND THEIR RESPECTIVE DIRECTORS, OFFICERS, SHAREHOLDERS AND EMPLOYEES, ("CONSULTANT'S COVERED PARTIES"), SO THAT THE TOTAL AGGREGATE LIABILITY OF THE CONSULTANT'S COVERED PARTIES SHALL NOT EXCEED THE VALUE OF CONSULTANT'S SERVICES UNDER THE ASSIGNED TASK ORDER. THIS RESTRICTION OF REMEDIES SHALL APPLY TO ALL SUITS,CLAIMS,ACTIONS,LOSSES,COSTS(INCLUDING ATTORNEY FEES)AND DAMAGES OF ANY NATURE ARISING FROM OR RELATED TO THIS AGREEMENT WITHOUT REGARD TO THE LEGAL THEORY UNDER WHICH SUCH LIABILITY IS IMPOSED. CLAIMS MUST BE BROUGHT WITHIN ONE CALENDAR YEAR FROM PERFORMANCE OF THE SERVICES UNLESS A LONGER PERIOD IS REQUIRED BY LAW. IN WITNESS WHEREOF,the parties hereto have executed this Contract in multiple copies, each of which shall be considered an original on the following dates: DATED this day of A 0,14,1 120 / CITY OF BOYNTON BEACH 4= LtiL6' rnu,-jcC City Manager CONSULTAN IGINFF� Q•++• F•+.��' Attest/Authenticated: o`;:�OATs TitleM_G e Seal) City CI k Approved as to Form: ttesttAuthenticated: Offf6e of the City Attorney Michael W. Barnes, Secretary Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-25 Page 617 of 1324 EXHIBIT"A" FEE SCHEDULE FIRM: Carollo Engineers,Inc. DATE: March 14 2018 Personnel Classifications Hourly Rate Principal $279.00 Project Manager $279.00 Senior Engineer $202.00 Process Engineer $202.00 Sr Electrical Egn. $257.00 Elec.Egn. $202.00 Process Control/Inst.Egn. $202.00 Sr.Mechanical Engineer $257.00 Mechanical Engineer $202.00 Engineer $162.00 Designer $140.00 GIS Specialist $185.00 CADD/Technician $140.00 Public Relations Specialist N/A Construction Inspector $141.00 Sr.Rate analyst $202.00 Clerical/Administrative $105.00 Reimbursable Expenses: Direct costs such as postage,prints,delivery service will be billed at cost. Boynton Beach Utilities-General Consulting Services C-26 V.5 CLEAN FINAL Page 618 of 1324 EXHIBIT"B" City of Boynton Beach Risk Management Department INSURANCE ADVISORY FORM Under the terms and conditions of all contracts,leases,and agreements,the City requires appropriate coverages listing the City of Boynton Beach as Additional Insured. 'This is done by providing a Certificate of Insurance listing the City as"Certificate Holder" and"The City of Boynton Beach is Additional Insured as respect to coverages noted."Insurance companies providing insurance coverages must have a current rating by A.M.Best Co.of"B+"or higher. (NOTA: An insurance contract or binder may be accepted as proof of insurance if Certificate is provided upon selection of vendor.) The following is a list of types of insurance required of contractors,lessees,etc..and the limits required by the City: (NOTE: This list is not all inclusive,and the City reserves the right to require additional types of insurance,or to raise or lower the stated limits,based upon identified risk.) ------------------------------------------------------------------------------------------------------------------------------------------- TYPE (Occurrence Based Only) MINIMUM LIMITS REQUIRED ----------------------------------------------------------------------------------------------------------------------------------------- General Liability General Aggregate $1.000,000.00 Commercial General Liability Products-Comp/Op Agg. $1.000,000.00 Owners&Contractor's Protective(OCP) Personal&Adv.Injury $1.000.000.00 Liquor Liability Each Occurrence $1,000,000.00 Professional Liability Fire Damage(any one fire) $ 50.000.00 Employees&Officers Med.Expense(any one person) $ 5,000.00 Pollution Liability Asbestos Abatement Lead Abatement Broad Form Vendors Premises Operations Underground Explosion&Collapse Products Completed Operations Contractual Independent Contractors Broad Form Property Damage Fire Legal Liability ------------------------------------------------------------------------------------------------------------------------------------------- Automobile Liability Combined Single Limit $ 500,000.00 Any Auto Bodily Injury(per person) to be determined All Owned Autos Bodily Injury(per accident) to be determined Scheduled Autos Property Damage to be determined Hired Autos Trailer Interchange $ 50.000.00 Non-Owned Autos PIP Basic Intermodal ------------------------------------------------------------------------------------------------------------------------------------------- Garage liability Auto Only.Each Accident $1,000.000.00 Any Auto Other Tban Auto Only $ 100,000.00 Garage Keepers Liability Each Accident $1,00Qoo0.00 Aggregate $1,000,000.00 ------------------------------------------------------------------------------------------------------------------------------------------- Excess Liability Each Occurrence to be determined Umbrella Form Aggregate to be determined ------------------------------------------------------------------------------------------------------------------------------------------- Worker's Compensation Statutory Limits Employer's Liability Each Accident $ 100,000.00 Disease,Policy Limit $ 500,000.00 Disease Each Employee $ 100,000.00 ------------------------------------------------------------------------------------------------------------------------------------------- Property Homeowners Revocable Permit $ 300.000.00 Builder's Risk Limits based on Project Cost ----------------------------------------------------------------------------------------------------------------------------------------- Other- As Risk Identified to be determined ------------------------------------------------------------------------------------------------------------------------------------------ Bovnton Beach Utilities-General Consulting Services C-27 6 CLEAN FINAL Page 619 of 1324 EXHIBIT"C" PERFORMANCE EVALUATION FORM CONSULTING ENGINEERS Date: Name of Firm: Office Location: I. Service: I (Check One) ❑ Planning/Study Activity,Report,Other ❑ Design/Engineering Services/Preliminary Bid Document ❑ Final Document/Bidding/Contractor Award p Construction Phase/Completion 2. Name of Project: 3. Project Manager: CONSTRUCTION CONTRACT DATA 5. a. Engineer's estimate: $ Final Cost: $ b.Substantial Construction Completion Date: c. Final Construction Completion Date: 6. Overall Rating I (Check One) ❑ Unsatisfactory ❑ Poor ❑ Fair ❑ Good ❑ Excellent 7. Recommended for Future Contracts? ❑ I Yes I ❑ No ❑ Conditional If other than yes,provide detailed explanation on a separate sheet of paper. 8. Name,title,and office of rating officer e. .Utilities Director): 4. Signature of rating officer: Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-28 Page 620 of 1324 EXHIBIT"C" PERFORMANCE EVALUATION FORM CONSULTING ENGINEERS(CONTINUED) DESIGN/ENGINEERING SERVICES AND PRELIMINARY BID DOCUMENT PREPARTION PHASE Rate numerically 1 to 5 with 5 being the highest score N/A 1. Thorou h site investigation 1 2 3 4 5 2. Meetinj cost limitations 1 2 3 4 5 3. Desi n/results suitability 1 2 3 4 5 4. Coo erative&responsive 1 2 3 4 5 5. Timeliness of submissions 1 2 3 4 5 6. 'Plans clear/detailed 1 1 1 2 3 4 1 5 7. 'Plan/spec accuracy 1 1 2 3 14 1 5 `Preliminary administrative/limited staff review/evaluation of levels of clarity, accuracy, and coordination between disciplines. Name and title of rating officer(e.g. Utilities Director): -Signature of rating officer: FINAL DOCUMENT PREPARATION, BID, &AWARD BY CONSULTANT Rate numerically 1 to 5 with 5 bein the highest score N/A 1. Secs afford competition 1 2 3 4 5 2. Secs complete/thorough 1 2 3 4 5 3. Accuracy of documents 1 2 3 4 5 4. Requirements within engineer's estimate 1 2 3 4 5 5. Cooperative attitude 1 2 3 4 5 8. Timeliness of submissions 1 2 3 4 5 7. Pre-bid conference participation 1 2 3 4 5 8. Response to inquiries 1 2 3 4 5 9. Bid evaluation quality/timeliness 1 2 3 4 5 10. Response to building&permitting agencies 1 2 3 4 5 11. 1 Addendum preparation&permit applications 1 2 3 4 5 Name and title of rating officer(e.g. Utilities Director): -Signature of rating officer: Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-29 Page 621 of 1324 EXHIBIT"C" PERFORMANCE EVALUATION FORM CONSULTING ENGINEERS(CONTINUED) CONSTRUCTION PHASE COMPLETION Rate numerically 1 to 5 with 5 being the highest score I NIA 1. Drawings Reflect True Conditions 1 2 1 3 14 5 2. Plans/S ecs Accurate/Coordinated 1 2 3 4 5 3. Design Constructabilit 1 2 3 4 5 4. Timeliness/Quality of Processing Submittals 1 2 3 4 5 5. Product/Equipment Selection Availability 1 2 3 4 5 6. Field Consultation and Investigations 1 2 3 4 5 7. Quality of Support Services 1 2 3 4 5 8. Overall Construction Contract Administration 1 2 3 4 5 9. Project Closeout Documentation Review 1 2 3 4 5 10. Validity of Claims for Extra Costs 1 2 3 4 5 11. Did Consultant provide sufficient copies of signed plans to allow for timely review and approval by all 1 2 3 4 5 Permitting Agencies? 12. Did the Consultant actively participate in overcoming problems with the Contractor, Building 1 2 3 4 5 Officials and/or Regulatory Agencies? 13. Change Order Processing(Accuracy,Timeliness, 1 2 3 4 5 Documentation, etc. 14. Did the Consultant exercise adequate/effecting coordination and control of subconsultant(s)or 1 2 3 4 5 associates work and paperwork? 15. Proactive Participation in Resolution of Dis ute s? 1 2 3 4 5 Name and title of rating officer(e.g. Utilities Director): Signature of rating officer: Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-30 Page 622 of 1324 EXHIBIT "C" PERFORMANCE EVALUATION FORM CONSULTING ENGINEERS (continued) PLANNING/STUDY ACTIVITY, REPORT, OTHER Rate numerically 1 to 5 with 5 bein the hi hest score N/A 1. Thorough investigation of situation or activity 1 2 3 4 5 2. Cooperative attitude 1 2 3 4 5 3. Timeliness of submissions 1 2 3 14 5 4. Accuracy of documents 1 2 3 14 5 5. Did the Consultant offer cost saving solutions? 1 2 3 4 5 6. Did the Consultant actively participate in problem 1 2 3 1 4 5 solving? 7. Overall results 1 2 3 1 15 Name and title of rating officer(e.g. Utilities Director): Signature of rating officer: Boynton Beach Utilities-General Consulting Services C-31 V.5 CLEAN FINAL Page 623 of 1324 6.F. CONSENTAGENDA 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Accept fourth quarter and year end report on operations of the Schoolhouse Children's Museum and Learning Center for FY 17/18. EXPLANATION OF REQUEST: Per the City's Management Agreement with the Schoolhouse Children's Museum, the Executive Director shall submit a quarterly report to the City Commission on all of its activities, revenues and expenditures at a regularly scheduled Commission Meeting. Report covers July 1, 2018 thru September 30, 2018 and Year End FY17-18. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? None FISCAL IMPACT: Budgeted None ALTERNATIVES: Do not accept the report. STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: ATTACHMENTS: Type Description D Attachment Museum Q4 &YE Report Y17-18 Page 624 of 1324 Schoolhouse MUSEUM & LEARNING FI( rE P Quarterly Report FY '17/'18 4th Quarter General Operations The fourth quarter of the fiscal year realized a slight revenue increase over the same period last year as well as an increase in expenses, primarily due to the reimbursement of Cigna claims and payment for external auditor. Though the increase in revenue was 2.21% when compared to the previous year, the increase in expense was over 10% resulting in a net loss. Improvement occurred in a couple of areas of business operations including an increase in Admissions Membership Sales, Party& Facilities Rental and Revenue from Non-Government Grants. Revenue Excluding the City's support, revenue for the fourth quarter of'17/'18 increased 2.21% over the same period last year. Total Gross revenue, for FY'17/'18 Q4 was$116,118.53 vs. $113,603.44 FY'16/'17—Q4. Expenses Overall expenses for the fourth quarter of'17/'18 increased by 14.74% compared to the same period last year. Expenses for FY'17/'18—Q4 were $134,911.34 vs. $117,578.27 in FY'16/'17—Q4. Grants The Museum was awarded $5,000 to support, Outreach and Focused Field Trips for Title 1 schools, by a foundation new to the Museum and we have been informed of an approximately$30,000 grant by a private family foundation. Both of these grants will be reflected in the 2018/2019 fiscal year. Fiscal Year Summary Overall, income for fiscal year '17/'18 showed improvement over the previous year, exclusive of the City's support. While some areas of operations remained flat or decreased slightly, other areas increased. Notably, gains revenue from Non-Government Grants increased by 174.8%, Party and Facilities rentals by 36.7% and Admissions Revenue by 6.9%. The Museum ended the '17/'18 fiscal year with a deficit of$33,844.73. As stated in previous reports, this loss reflects a non-cash loss due to depreciation. An increase in the pursuit of grant funding is a focus for the '18219 fiscal year. A significant focus of requests for grant funding, continue toward educational programs to foster greater outreach into the community. Respectfully submitted, Suzanne Ross Executive Director Page 625 of 1324 7.A. BIDS AND PURCHASES OVER$100,000 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: PROPOSED RESOLUTION NO. R18-177-Authorize the City Manager to utilize the State of Florida Contract number 43230000-15-02 for software licensing through Software House International and sign any associated agreement with Microsoft Corporation for a three year period for an annual amount of$188,874.48. EXPLANATION OF REQUEST: In December 2012 the City of Boynton Beach entered into a three year Microsoft Enterprise agreement (EA) to provide certain software and licensing. The Microsoft Enterprise Agreement was renewed for another three years in December 2015. The current agreement will expire the end on December 31, 2018. The I.T.S. Department would like to renew the Microsoft EA with a new three year agreement. The City currently uses the following core Microsoft products: • Windows 7 Pro for desktop operating systems • Windows Server 2012 R2 for file, print, and application server services • Office 2010 for word processing, spreadsheets, personal databases, and general office automation • Exchange 2013 for email server services • SQL 2012 for database server services Renewing the Microsoft EA will allow the I.T.S. Department to upgrade to the latest software versions as they are released. This will ensure that the City will be able to collaborate with our citizens, other government entities, and businesses as newer software applications are used. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? The Microsoft Enterprise Agreement(EA) creates value by supporting a business in these fundamental ways: Lower cost of ownership—by standardizing on the Enterprise platform and receiving Software Assurance benefits, it is estimated that the City could achieve up to 15% cost savings while increasing workplace productivity. Historically, Microsoft product releases include a 5% - 15% annual cost increase. The EA provides fixed costs over a three year term for all Microsoft products purchased at the onset of the agreement. Access to the Most Recent Versions of Software—the right to the current and future versions of software products is built in to the price of the agreement. Enhanced Technical Capabilities—the EA enables user agencies to reduce costs and streamline management with the Microsoft Desktop Optimization Pack (MDOP), which offers innovative technologies, application virtualization, asset management, policy control, and device diagnostic and recovery tools. Support and Training—the EA provides help through a 247 phone and web support service. It also provides online and classroom technical training for staff. Page 626 of 1324 Home Use—we can accelerate employee readiness through the promotion of Home Use. For example, Office Professional can be paid for and downloaded at home by the employee, cost a fraction of the normal retail version. The additional software deployment at home will help to make the employee more proficient with its use at work. Deployment Planning Services—we are entitled to assistance and planning services from Microsoft in order to deploy their products, which will be helpful during the initial retro-fit, as well as future version roll-outs. Participating in this agreement will allow the City of Boynton Beach to get the most out of its Microsoft software investment. FISCAL IMPACT: Budgeted Funding was approved and is available in the fiscal year 2018/2019 budget under the following accounts: I.T.S. 001-1510-513.46-91 $ 102,066.12 Police Dept. 001-2112-521.46-91 $ 66,800.93 Utilities 401-2821-536.46-91 $ 20,007.43 Total $188,874.48 Funding has been identified/earmarked in the same amounts for fiscal years 2019/20 and 2020/21. Software House International is the sole source supplier for Microsoft Software under Florida State Contract number 43230000-15-02. ALTERNATIVES: Do not renew the agreement with Microsoft. Continue to use the existing software for as long as possible. Support and compatibility issues would continue to increase as the software ages and eventually becomes obsolete. Evaluate lower-cost alternatives to deploying Microsoft software. This would require a great deal of time and come with a substantial learning curve as training efforts would need to be considered if an alternative is selected and deployed. Compatibility issues could also prevent a smooth transition to an alternative software suite. STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: CLIMATE ACTION DISCUSSION: Is this a grant? Grant Amount: Page 627 of 1324 ATTACHMENTS: Type Description D Resolution Resolution approving utilizing State of Florida Agreement with Microsoft Corporation D Addendum Microsoft EA Enterprise Enrollment (indirect) D Other Microsoft EA Enrollment Form D Quotes SHI Quote® 15414930 D Contract Florida State Contract® 43230000-15-02 D Addendum Microsoft EA Previous Enrollment/Agreement Form Page 628 of 1324 I RESOLUTION NO. R18- 2 3 A RESOLUTION OF THE CITY OF BOYNTON BEACH, FLORIDA, 4 APPROVING AND AUTHORIZING THE CITY MANAGER TO SIGN 5 AN AGREEMENT WITH MICROSOFT CORPORATION UTILIZING 6 THE STATE OF FLORIDA CONTRACT #43230000-15-02 FOR 7 SOFTWARE LICENSING THROUGH SOFTWARE HOUSE 8 INTERNATIONAL FOR A THREE YEAR PERIOD IN THE ANNUAL 9 AMOUNT OF $188,874.48; AND PROVIDING AN EFFECTIVE DATE. 10 11 12 WHEREAS, the City of Boynton Beach is currently using several core Microsoft 13 products which Agreement for use will expire December 31, 2018; and 14 WHEREAS, continuing with a new Microsoft Enterprise Agreement will allow the 15 ITS Department to upgrade to the latest software versions as they are release which will ensure 16 that the City will be able to collaborate with our citizens, other government entities and 17 businesses as newer software applications are used; and 18 WHEREAS, the City Commission of the City of Boynton Beach, upon the 19 recommendation of staff, deems it in the best interest of the citizens and residents of the City 20 of Boynton Beach to approve and authorize the City Manager to sign an Agreement with 21 Microsoft Corporation for a period of three(3)years utilizing State of Florida Contract number 22 43230000-15-02 for software licensing through Software House International in the annual 23 amount of$188,874.48. 24 NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF 25 THE CITY OF BOYNTON BEACH, FLORIDA, THAT: 26 Section 1. The foregoing "Whereas" clauses are hereby ratified and confirmed as being 27 true and correct and are hereby made a specific part of this Resolution upon adoption hereof. 28 Section 2. The City Commission of the City of Boynton Beach hereby approves 29 and authorizes the City Manager to sign an Agreement with Microsoft Corporation for a three 30 (3) year period for software licensing through Software House International under State C:AProgram Files(x86)Aneevia.com\docConverterProAtemp\NVDC\94D9E2F4-BB9C-408D-B622-7C3D9BEC64F9\Boynton Beach.13644.1.Piggy-back -_State_of FL (software_licensing)_Microsoft Agreement -_Reso.docx Page 629 of 1324 31 Contract number 43230000-15-02 in the annual amount of $188,874.48, a copy of which is 32 attached hereto as Exhibit"A" 33 Section 3. That this Resolution shall become effective immediately upon passage. 34 PASSED AND ADOPTED this day of , 2018. 35 CITY OF BOYNTON BEACH, FLORIDA 36 37 YES NO 38 39 Mayor— Steven B. Grant 40 41 Vice Mayor— Christina L. Romelus 42 43 Commissioner—Mack McCray 44 45 Commissioner—Justin Katz 46 47 Commissioner—Aimee Kelley 48 49 VOTE 5o ATTEST: 51 52 53 54 Judith A. Pyle, CMC 55 City Clerk 56 57 58 (Corporate Seal) 59 C:AProgram Files(x86)Aneevia.com\docConverterProAtemp\NVDC\94D9E2F4-BB9C-408D-B622-7C3D9BEC64F9\Boynton Beach.13644.1.Piggy-back -_State_of FL (software_licensing)_Microsoft Agreement -_Reso.docx Page 630 of 1324 MicrosoftIume Licensi Enterprise Enrollment State and Local Enterprise Enrollment number 84753476 Framework ID (Microsoft to complete) (if applicable) Previous Enrollment number 7852823 (Reseller to complete) This Enrollment must be attached to a signature form to be valid. This Microsoft Enterprise Enrollment is entered into between the entities as identified in the signature form as of the effective date. Enrolled Affiliate represents and warrants it is the same Customer, or an Affiliate of the Customer, that entered into the Enterprise Agreement identified on the program signature form. This Enrollment consists of: (1) these terms and conditions, (2) the terms of the Enterprise Agreement identified on the signature form, (3) the Product Selection Form, (4) the Product Terms, (5) the Online Services Terms, (6) any Supplemental Contact Information Form,. Previous Agreement/Enrollment form, and other forms that may be required, and (7) any order submittedunder this Enrollment. This Enrollment may only be entered into under a 2011 or later Enterprise Agreement. By entering into this Enrollment, Enrolled Affiliate agrees to be bound by the terms and conditions of the Enterprise Agreement. All terms used but not defined.are located at http://www.microsoft.com/licensing/contracts. In the event of any conflict the terms of this Agreement control. Effective date. If Enrolled Affiliate is renewing Software Assurance or Subscription Licenses from one or more previous Enrollments or agreements, then the effective date will be the day after the first prior Enrollment or agreement expires or terminates. If this Enrollment is renewed, the effective date of the renewal term will be the day after the Expiration Date of the initial term. Otherwise, the effective date will be the date this Enrollment is accepted by Microsoft. Any reference to "anniversary date" refers to the anniversary of the effective date of the applicable initial or renewal term for each year this Enrollment is in effect. Term. The initial term of this Enrollment will expire on the last day of the month, 36 full calendar months from the effective date of the initial term. The renewal term will expire 36 full calendar months after the effective date of the renewal term. Terms and Conditions 1. Definitions. Terms used but not defined in this Enrollment will have the definition in the Enterprise Agreement. The following definitions are used in this Enrollment: "Additional Product" means any Product identified as such in the Product Terms and chosen by Enrolled Affiliate under this Enrollment. "Community" means the community consisting of one or more of the following: (1) a Government, (2) an Enrolled Affiliate using eligible Government Community Cloud Services to provide solutions to a Government or a qualified member of the Community, or(3) a Customer with Customer Data that is subject to Government regulations for which Customer determines and Microsoft agrees that the use of Government Community Cloud Services is appropriate to meet Customer's regulatory requirements. EA2016EnrGov(US)SLG(ENG)(Nov2016) Page 1 of 10 Document X20-10634 Page 631 of 1324 Membership in the Community is ultimately at Microsoft's discretion, which may vary by Government Community Cloud Service. "Enterprise Online Service" means any Online Service designated as an Enterprise Online Service in the Product Terms and chosen by Enrolled Affiliate under this Enrollment. Enterprise Online Services are treated as Online Services, except as noted. "Enterprise Product" means any Desktop Platform Product that Microsoft designates as an Enterprise Product in the Product Terms and chosen by Enrolled Affiliate under this Enrollment. Enterprise Products must be licensed for all Qualified Devices and Qualified Users on an Enterprise-wide basis under this program. "Expiration Date" means the date upon which the Enrollment expires. "Federal Agency" means a bureau, office, agency, department or other entity of the United States Government. "Government" means a Federal Agency, State/Local Entity, or Tribal Entity acting in its governmental capacity. "Government Community Cloud Services" means Microsoft Online Services that are provisioned in Microsoft's multi-tenant data centers for exclusive use by or for the Community and offered in accordance with the National Institute of Standards and Technology (NIST) Special Publication 800-145. Microsoft Online Services that are Government Community Cloud Services are designated as such in the Use Rights and Product Terms. "Industry Device" (also known as line of business device) means any device that: (1) is not useable in its deployed configuration as a general purpose personal computing device (such as a personal computer), a multi-function server, or a commercially viable substitute for one of these systems; and (2) only employs an industry or task-specific software program (e.g. a computer-aided design program used by an architect or a point of sale program) ("Industry Program"). The device may include features and functions derived from Microsoft software or third-party software. If the device performs desktop functions (such as email, word processing, spreadsheets, database, network or Internet browsing, or scheduling, or personal finance), then the desktop functions: (1) may only be used for the purpose of supporting the Industry Program functionality; and (2) must be technically integrated with the Industry Program or employ technically enforced policies or architecture to operate only when used with the Industry Program functionality. "Managed Device" means any device on which any Affiliate in the Enterprise directly or indirectly controls one or more operating system environments. Examples of Managed Devices can be found in the Product Terms. "Qualified Device" means any device that is used by or for the benefit of Enrolled Affiliate's Enterprise and is: (1) a personal desktop computer, portable computer, workstation, or similar device capable of running Windows Pro locally (in a`physical or virtual operating system environment), or(2) a device used to access a virtual desktop infrastructure (`VDI"). Qualified Devices do not include any device that is: (1) designated as a server and not used as a personal computer, (2) an Industry Device, or(3) not a Managed Device. At its option, the Enrolled Affiliate may designate any device excluded above (e.g., Industry Device) that is used by or for the benefit of the Enrolled Affiliate's Enterprise as a Qualified Device for all or a subset of Enterprise Products or Online Services the Enrolled Affiliate has selected. "Qualified User" means a person (e.g., employee, consultant, contingent staff) who: (1) is a user of a Qualified Device, or (2) accesses any server software requiring an Enterprise Product Client Access License or any Enterprise Online Service. It does not include a person who accesses server software or an Online Service solely under a License identified in the Qualified User exemptions in the Product Terms. "Reseller" means an entity authorized by Microsoft to resell Licenses under this program and engaged by an Enrolled Affiliate to provide pre- and post-transaction assistance related to this agreement; "Reserved License" means for an Online Service identified as eligible for true-ups in the Product Terms, the License reserved by Enrolled Affiliate prior to use and for which Microsoft will make the Online Service available for activation. EA2016EnrGov(US)SLG(ENG)(Nov2016) Page 2 of 10 Document X20-10634 Page 632 of 1324 "State/Local Entity" means (1) any agency of a state or local government in the United States, or (2) any United States county, borough, commonwealth, city, municipality, town, township, special purpose district, or other similar type of governmental instrumentality established by the laws of Customer's state and located within Customer's state's jurisdiction and geographic boundaries. "Tribal Entity" means a federally-recognized tribal entity performing tribal governmental functions and eligible for funding and services from the U.S. Department of Interior by virtue of its status as an Indian tribe. "Use Rights" means, with respect to any licensing program, the use rights or terms of service for each Product and version published for that licensing program at the Volume Licensing Site. The Use Rights supersede the terms of any end user license agreement (on-screen or otherwise) that accompanies a Product. The Use Rights for Software are published by Microsoft in the Product Terms. The Use Rights for Online Services are published in the Online Services Terms. "Volume Licensing Site" means http://www.microsoft.com/licensing/contracts or a successor site. 2. Order requirements. a. Minimum order requirements. Enrolled Affiliate's Enterprise must have a minimum of 250 Qualified Users or Qualified Devices. The initial order must include at least 250 Licenses for Enterprise Products or Enterprise Online Services. (i) Enterprise commitment. Enrolled Affiliate must order enough Licenses to cover all Qualified Users or Qualified Devices, depending on the License Type, with one or more Enterprise Products or a mix of Enterprise Products and the corresponding Enterprise Online Services (as long as all Qualified Devices not covered by a License are only used by users covered with a user License). (ii) Enterprise Online Services only. , If no Enterprise Product is ordered, then Enrolled Affiliate need only maintain at least 250 Subscription Licenses for Enterprise Online Services. b. Additional Products. Upon satisfying the minimum order requirements above, Enrolled Affiliate may order Additional Products. c. Use Rights for Enterprise Products. For Enterprise Products, if a new Product version has more restrictive use rights than the version that is current at the start of the applicable initial or renewal term of the Enrollment, those more restrictive use rights will not apply to Enrolled Affiliate's use of that Product during that term. d. Country of usage. Enrolled Affiliate must specify the countries where Licenses will be used on its initial order and on any additional orders. e. Resellers. Enrolled Affiliate must choose and maintain a Reseller authorized in the United States. Enrolled Affiliate will acquire its Licenses through its chosen Reseller. Orders must be submitted to the Reseller who will transmit the order to Microsoft. The Reseller and Enrolled Affiliate determine pricing and payment terms as between them, and Microsoft will invoice the Reseller based on those terms.Throughout this Agreement the term "price" refers to reference price. Resellers and other third parties do not have authority to bind or impose any obligation or liability on Microsoft. f. Adding Products. (i) Adding new Products not previously ordered. New Enterprise Products or Enterprise Online Services may be added at any time by contacting a Microsoft Account Manager or Reseller. New Additional Products, other than Online Services, may be used if an order is placed in the month the Product is first used. For Additional Products that are Online Services, an initial order for the Online Service is required prior to use. EA2016EnrGov(US)SLG(ENG)(Nov2016) Page 3 of 10 Document X20-10634 Page 633 of 1324 (ii) Adding Licenses for previously ordered Products. Additional Licenses for previously ordered Products other than Online Services may be added at any time but must be included in the next true-up order. Additional Licenses for Online Services must be ordered prior to use, unless the Online Services are (1) identified as eligible for true-up in the Product Terms or (2) included as part of other Licenses. g. True-up requirements. Enrolled Affiliate must submit an annual true-up order that accounts for any changes since the initial order or last order. If there are no changes, then an update statement must be submitted instead of a true-up order. (i) Enterprise Products. For Enterprise Products, Enrolled Affiliate must determine the number of Qualified Devices and Qualified Users (if,ordering user-based Licenses) at the time the true-up order is placed and must order additional Licenses for all Qualified Devices and Qualified Users that are not already covered by existing Licenses, including any Enterprise Online Services. (ii) Additional Products. For Additional Products that have been,previously ordered under this Enrollment, Enrolled Affiliate must determine the maximum number of Additional Products used since the latter of the initial order, the last true-up; order, or the prior anniversary date and submit a true-up order that accounts for any increase. (iii) Online Services. For Online Services identified as eligible for true-up in the Product Terms, Enrolled Affiliate may place a reservation order for the additional Licenses prior to use and payment may be deferred until the next true-up order. Microsoft will provide a report of Reserved Licenses ordered but not yet invoiced to Enrolled Affiliate and its Reseller. Reserved Licenses will be invoiced retroactivelyto the month in which they were ordered. (iv) Subscription License reductions. Enrolled Affiliate may reduce the quantity of Subscription Licenses at the Enrollment anniversary date on a prospective basis if permitted in the Product Terms, as follows: 1) For Subscription Licenses that are part of an Enterprise-wide purchase, Licenses may be reduced if the total quantity of Licenses and Software Assurance for an applicable group meets or exceeds,the quantity of Qualified Devices and Qualified Users (if ordering user-based Licenses) identified on the Product Selection Form, and includes any additional Qualified Devices and Qualified Users added in any prior true-up orders. Step-up Licenses do not count towards this total count. 2) For Enterprise Online Services that are not a part of an Enterprise-wide purchase, Licenses can be reduced as long as the initial order minimum requirements are maintained. 3) For Additional Products available as Subscription Licenses, Enrolled Affiliate may reduce the Licenses. If the License count is reduced to zero, then Enrolled Affiliate's use of the applicable Subscription License will be cancelled. Invoices will be adjusted to reflect any reductions in Subscription Licenses at the true-up order Enrollment anniversary date and effective as of such date. (v) Update statement. An update statement must be submitted instead of a true-up order if, since the initial order or last true-up order, Enrolled Affiliate's Enterprise: (1) has not changed the number of Qualified Devices and Qualified Users licensed with Enterprise Products or Enterprise Online Services; and (2) has not increased its usage of Additional Products. This update statement must be signed by Enrolled Affiliate's authorized representative. (vi) True-up order period. The true-up order or update statement must be received by Microsoft between 60 and 30 days prior to each Enrollment anniversary date. The third- year true-up order or update statement is due within 30 days prior to the Expiration Date, and any license reservations within this 30 day period will not be accepted. Enrolled Affiliate EA2016EnrGov(US)SLG(ENG)(Nov2016) Page 4 of 10 Document X20-10634 Page 634 of 1324 may submit true-up orders more often to account for increases in Product usage, but an annual true-up order or update statement must still be submitted during the annual order period. (vii)Late true-up order. If the true-up order or update statement is not received when due, Microsoft will invoice Reseller for all Reserved Licenses not previously invoiced and Subscription License reductions cannot be reported until the following Enrollment anniversary date (or at Enrollment renewal, as applicable). h. Step-up Licenses. For Licenses eligible for a step-up under this Enrollment, Enrolled Affiliate may step-up to a higher edition or suite as follows: (i) For step-up Licenses included on an initial order, Enrolled Affiliate may order according to the true-up process. (ii) If step-up Licenses are not included on an initial order, Enrolled Affiliate may step-up initially by following the process described in the Section titled "Adding new Products not previously ordered," then for additional step-up Licenses, by following the true-up order process. i. Clerical errors. Microsoft may correct clerical errors;in this Enrollment, and any documents submitted with or under this Enrollment, by providing notice by email and a reasonable opportunity for Enrolled Affiliate to object to the correction. Clerical errors include minor mistakes, unintentional additions and omissions. This provision does notapply to material terms, such as the identity, quantity or price of a Product ordered. j. Verifying compliance. Microsoft may, in its discretion and at its expense, verify compliance with this Enrollment as set forth in the Enterprise Agreement. 3. Pricing. a. Price Levels. For both the initial and any renewal term Enrolled Affiliate's Price Level for all Products ordered under this Enrollment will be Level "D"throughout the term of the Enrollment. b. Setting Prices. Enrolled Affiliate's prices for each Product or Service will be established by its Reseller. Except for Online Services designated in the Product Terms as being exempt from fixed pricing,. As long as Enrolled Affiliatecontinues to qualify for the same price level, Microsoft's prices for Resellers for each Product or Service ordered will be fixed throughout the applicable initial or renewal Enrollment term. Microsoft's prices to Resellers are reestablished at the beginning of the renewal term. 4. Payment terms. For the initial or renewal order, Enrolled Affiliate may pay upfront or elect to spread its payments over the applicable Enrollment term. If an upfront payment is elected, Microsoft will invoice Enrolled Affiliate's Reseller in full upon acceptance of this Enrollment. If spread payments are elected, unless indicated otherwise, Microsoft will invoice Enrolled Affiliate's Reseller in three equal annual installments. The first installment will be invoiced upon Microsoft's acceptance of this Enrollment and remaining installments will be invoiced on each subsequent Enrollment anniversary date. Subsequent orders are invoiced upon acceptance of the order and Enrolled Affiliate may elect to pay annually or upfront for Online Services and upfront for all other Licenses. 5. End of Enrollment term and termination. a. General. At the Expiration Date, Enrolled Affiliate must immediately order and pay for Licenses for Products it has used but has not previously submitted an order, except as otherwise provided in this Enrollment. EA2016EnrGov(US)SLG(ENG)(Nov2016) Page 5 of 10 Document X20-10634 Page 635 of 1324 b. Renewal option. At the Expiration Date of the initial term, Enrolled Affiliate can renew Products by renewing this Enrollment for one additional 36-month term or by signing a new Enrollment. Microsoft must receive a Renewal Form, Product Selection Form, and renewal order prior to or at the Expiration Date. Microsoft will not unreasonably reject any renewal. Microsoft may make changes to this program that will make it necessary for Customer and its Enrolled Affiliates to enter into new agreements and Enrollments at renewal. c. If Enrolled Affiliate elects not to renew. (i) Software Assurance. If Enrolled Affiliate elects not to renew Software Assurance for any Product under its Enrollment,then Enrolled Affiliate will not be permitted to order Software Assurance later without first acquiring a new License with Software Assurance. (ii) Online Services eligible for an Extended Term. For Online Services identified as eligible for an Extended Term in the Product Terms, the followingoptions are available at the end of the Enrollment initial or renewal term. 1) Extended Term. Licenses for Online Services will automatically expire in accordance with the terms of the Enrollment.An extended term feature that allows Online Services to continue month-to-month ("Extended Term") for up to one year, unless designated in the Product Terms to continue until cancelled, is available. During the Extended Term, Online Services will be invoiced monthly at the then-current;published price as of the Expiration Date plus a 3% administrative fee. If Enrolled Affiliate wants an Extended Term, Enrolled Affiliate must submit a request to Microsoft at least 30 days prior to the Expiration Date. 2) Cancellation during Extended Term. At any time during the first year of the Extended Term, Enrolled Affiliate may terminate the Extended Term by submitting a notice of cancellation to Microsoft for each Online Service.'`Thereafter, either party may terminate the Extended Term by providing the other with a notice of cancellation for each Online Service. Cancellation will be effective at the end of the month following 30 days after Microsoft has received or issued the notice. (iii) Subscription Licenses and Online Services not eligible for an Extended Term. If Enrolled Affiliate elects not to;renew, the Licenses will be cancelled and will terminate as of the Expiration Date. Any associated media must be uninstalled and destroyed and Enrolled Affiliate's Enterprise must discontinue use. Microsoft may request written certification to verify compliance. d. : Termination`for cause. Any termination for cause of this Enrollment will be subject to the "Termination for cause" section of the Agreement. In addition, it shall be a breach of this Enrollment if Enrolled Affiliate or any Affiliate in the Enterprise that uses Government Community Cloud Services fails to 'meet and maintain the conditions of membership in the definition of Community. e. Early termination.` Any early termination of this Enrollment will be subject to the "Early Termination" Section of the Enterprise Agreement. For Subscription Licenses, in the event of a breach by Microsoft, or if Microsoft terminates an Online Service for regulatory reasons, Microsoft will issue Reseller a credit for any amount paid in advance for the period after termination. 6. Government Community Cloud. a. Community requirements. If Enrolled Affiliate purchases Government Community Cloud Services, Enrolled Affiliate certifies that it is a member of the Community and agrees to use Government Community Cloud Services solely in its capacity as a member of the Community and, for eligible Government Community Cloud Services, for the benefit of end users that are members of the Community. Use of Government Community Cloud Services by an entity that is not a member of the Community or to provide services to non-Community members is strictly EA2016EnrGov(US)SLG(ENG)(Nov2016) Page 6 of 10 Document X20-10634 Page 636 of 1324 prohibited and could result in termination of Enrolled Affiliate's license(s) for Government Community Cloud Services without notice. Enrolled Affiliate acknowledges that only Community members may use Government Community Cloud Services. b. All terms and conditions applicable to non-Government Community Cloud Services also apply to their corresponding Government Community Cloud Services, except as otherwise noted in the Use Rights, Product Terms, and this Enrollment. c. Enrolled Affiliate may not deploy or use Government Community Cloud Services and corresponding non-Government Community Cloud Services in the same domain. d. Use Rights for Government Community Cloud Services. For Government Community Cloud Services, notwithstanding anything to the contrary in the Use Rights: (i) Government Community Cloud Services will be offered only within the United States. (ii) Additional European Terms, as set forth in the Use Rights, will not apply. (iii) References to geographic areas in the Use Rights with respect to the location of Customer Data at rest, as set forth in the Use Rights, refer only to the United States. EA2016EnrGov(US)SLG(ENG)(Nov2016) Page 7 of 10 Document X20-10634 Page 637 of 1324 Enrollment Details 1. Enrolled Affiliate's Enterprise. a. Identify which Agency Affiliates are included in the Enterprise. (Required) Enrolled Affiliate's Enterprise must consist of entire offices, bureaus, agencies, departments or other entities of Enrolled Affiliate, not partial offices, bureaus, agencies, or departments, or other partial entities. Check only one box in this section. If no boxes are checked, Microsoft will deem the Enterprise to include the Enrolled Affiliate only. If more than one box is checked, Microsoft will deem the Enterprise to include the largest number of Affiliates: 0 Enrolled Affiliate only ❑ Enrolled Affiliate and all Affiliates ❑ Enrolled Affiliate and the following Affiliate(s) (Only identify specific affiliates to be included if fewer than all Affiliates are to be included in the Enterprise):, ❑ Enrolled Affiliate and all Affiliates, with following Affiliate(s) excluded: b. Please indicate whether the Enrolled Affiliate's Enterprise will include all new Affiliates acquired after the start of this Enrollment: Exclude future Affiliates 2. Contact information. Each party will notify the other in writing if any of the information in the following contact information page(s) changes. The asterisks (*) indicate required fields. By providing contact information, Enrolled Affiliate consents to its use for purposes of administering this Enrollment by Microsoft,its Affiliates,and other parties that help administer this Enrollment. The personal information provided in connection with this Enrollment will be used and protected in accordance with the privacy statement available at https://www.microsoft.com/licensing/servicecenter. a. Primary contact. This contact is the primary contact for the Enrollment from within Enrolled Affiliate's Enterprise. This contact is also an Online Administrator for the Volume Licensing Service Center and may grant online access to others. The primary contact will be the default contact for all purposes unless separate contacts are identified for specific purposes Name of entity(must be legal entity name)* City of Boynton Beach Contact name* First John Last McNally Contact email address* mcna"llyj@bbfl.us Street address* 100 East Boynton Beach Boulevard City* Boynton Beach State/Province* FL Postal code* 33435-3838- (For U.S. addresses, please provide the zip+ 4, e.g. xxxxx-xxxx) Country* United States Phone* 561-742-6070 Tax ID *indicates required fields b. Notices contact and Online Administrator. This contact(1) receives the contractual notices, (2) is the Online Administrator for the Volume Licensing Service Center and may grant online access to others, and (3) is authorized to order Reserved Licenses for eligible Online Servies, including adding or reassigning Licenses and stepping-up prior to a true-up order. EA2016EnrGov(US)SLG(ENG)(Nov2016) Page 8 of 10 Document X20-10634 Page 638 of 1324 0 Same as primary contact (default if no information is provided below, even if the box is not checked). Contact name* First John Last McNally Contact email address* mcnallyj@bbfl.us Street address* 100 East Boynton Beach Boulevard City* Boynton Beach State/Province* FL Postal code* 33435-3838- (For U.S. addresses, please provide the zip+ 4, e.g. xxxxx-xxxx) Country* United States Phone* 561-742-6070 Language preference. Choose the language for notices. =English ❑ This contact is a third party (not the Enrolled Affiliate). Warning: This contact receives personally identifiable information of the Customer and its Affiliates. *indicates required fields c. Online Services Manager. This contact is authorized to manage the Online Services ordered under the Enrollment and (for applicable Online Services) to add or reassign Licenses and step-up prior to a true-up order. ❑ Same as notices contact and Online Administrator (default if no information is provided below, even if box is not checked) Contact name*: First John Last McNally Contact email address* mcnallyj@bbf.us Phone* 561-742-6070 ❑This contact is from a third party organization (not the entity). Warning: This contact receives personally identifiable information of the entity. *indicates required fields d. Reseller information. Reseller contact for this Enrollment is: Reseller company name*.SHI International Corp. Street address (PO boxes will not be accepted)*290 Davidson Ave City* Somerset State/Provin'ce* NJ: Postal code* 08873 Country* United States Contact name*Taylor Lee Phone* 888-764-8888 Contact email address* msteam@shi.com *indicates required fields By signing below, the Reseller identified above confirms that all information provided in this Enrollment is correct. Signature* Printed name* Printed title* Date* *indicates required fields Changing a Reseller. If Microsoft or the Reseller chooses to discontinue doing business with each other, Enrolled Affiliate must choose a replacement Reseller. If Enrolled Affiliate or the Reseller intends to terminate their relationship,the initiating party must notify Microsoft and the EA2016EnrGov(US)SLG(ENG)(Nov2016) Page 9 of 10 Document X20-10634 Page 639 of 1324 other party using a form provided by Microsoft at least 90 days prior to the date on which the change is to take effect. e. If Enrolled Affiliate requires a separate contact for any of the following, attach the Supplemental Contact Information form. Otherwise, the notices contact and Online Administrator remains the default. (i) Additional notices contact (ii) Software Assurance manager (iii) Subscriptions manager (iv) Customer Support Manager (CSM) contact 3. Financing elections. Is a purchase under this Enrollment being financed through MS Financing? ❑ Yes, 0 No. If a purchase under this Enrollment is financed through MS Financing, and Enrolled Affiliate chooses not to finance any associated taxes, it must pay these taxes directly to Microsoft. EA2016EnrGov(US)SLG(ENG)(Nov2016) Page 10 of 10 Document X20-10634 Page 640 of 1324 Enterprise Enrollment Product Selection Form Microsoft I Volume Licensing Proposal ID Enrohmani Number 0788546.002 Language:English(United States) Enrolled Affiliate's Enterprise Products and Enterprise Online Services summary for the Initial order: Profile Qualified Qualified Users Device I User Enterpnee Product Platform CAL Licensing Devices Ratio mom Enteiprise 790 750 1.1 yes User Licenses Products Enterprise Quantity Office PraFessional Plus Office Professional Plus 7901 Client Access License(CAL) Care CAL Core CAL 750 Ind'` Desktop Vvirid ma-Enterprise OS Upgrade 790 Enrolled Affiliates Product QuanMes: Price Group 1 2 3 4 Enterprise Products Office Professional Plus+ Client Access License+ Client Access Win E3+Wn E5+ Office 385 ProPlus+Office Office 365(Plans Ell.ES License+Windows Wn VDA+ 385(Plans E3 and ES)+ and E5)+Microsaft 366 Inkine+EMS USL+ Microsoft 365 Microsoft 365E rpri Enterprise Microsoft 365 Enterprise Enterprise WOO 790 750 760 790 Enrolled Affiliate's Price Level: Product Offering I Pool Price Level Enterprise Products and Enterprise Online Services USLs:Unless othervAse Indicated in associated conbact documents,Price level set using the highest quantity from Groups 1 through 4. D Additional Product Application Pool:Unless otherwise indicated In associated contrW documents,Price level set using quantity from Group 1. Additional Product Server Pool:Unless otherwise indicated in associated contract documents,Price level W using the highest quantity from Group 2 or 3. D Additional Product Systems Pool:Unless othenvise indicated in associated contract documents,Price level set using quantity from Group 4. D Page I of 2 EA-EASProdSeWormeNM(ENG) MS Quote Auto Page 641 of 1324 Enterprise Enrollment Product Selection Form Ucensing NOTES Unless a indicated in the associated n documents,the price level for each Product offering!pod is set as described based upon the quantity to price level mapping below. Quantity of Licenses and Software AssurancePrice Level 2,599 and below A 2,400 to 5,999 s 13.000 to 14,999 C 95,000 and above D Note 1:Enterprise Online Services may not be available In all locations. Please see the Product List for a list of locations where these may be purchased. 2:Unless otherwise indicated in associated Agreement documents,the CAL selection must tie the samea the Enterprise for each Profile. Note 3:Enrolled Affiliate acknowledges that in order to use a third party to reimage the Windows Operating System Upgrade,Enroll Affiliate must certify that it has acquired qualifying operating system hoonses.The requirement applies to Windom Enterprise OS Upgrade.Upgrade.See Product Terms for details. Note :If Enrolled Affiliate does not order an Enterprise Product or Enterprise Online Service associated with an applicable P uct pool, pica I for dditfon l Products in the some pool will be price level W throughout the term of the Enrollment.Refer to ft Qualifying Government E Addendum pricing provision for more details on price leveling. Page 2 of EA ProdSeiForm (ENG) MS Quote Auto Page 642 of 1324 Pricing Proposal Quotation#: 15414930 Reference#: 7852823 Created On: 5/30/2018 Valid Until: 6/29/2018 City of Boynton Beach Inside Account Manager John McNally Bret Santucci FL 290 Davidson Avenue United States Somerset, NJ 08873 Phone: Phone: 800-543-0432 Fax: Fax: 732-868-6055 Email: mcnallyj@bbfl.us Email: Bret—Santucci@shi.com All Prices are in US Dollar(USD) Product Qty Your Price Total 1 CoreCAL ALNG SA MVL UsrCAL 750 $44.99 $33,742.50 Microsoft-Part#:W06-01072 Contract Name: Licensing Solutions Providers(LSP)of Microsoft Software and Services Contract#: 43230000-15-02 Coverage Term: 1/1/2019—12/31/2019 Note:Annual Payment Estimate-Year 1 of 3 2 OfficeProPlus ALNG SA MVL 790 $94.07 $74,315.30 Microsoft-Part#: 269-12442 Contract Name: Licensing Solutions Providers(LSP)of Microsoft Software and Services Contract#: 43230000-15-02 Coverage Term: 1/1/2019—12/31/2019 Note:Annual Payment Estimate-Year 1 of 3 3 WINE3perDVC ALNG SA MVL 790 $41.72 $32,958.80 Microsoft-Part#: KV3-00353 Contract Name: Licensing Solutions Providers(LSP)of Microsoft Software and Services Contract#: 43230000-15-02 Coverage Term: 1/1/2019—12/31/2019 Note:Annual Payment Estimate-Year 1 of 3 4 ExchgSvrEntALNG SA MVL 2 $711.66 $1,423.32 Microsoft-Part#: 395-02504 Contract Name: Licensing Solutions Providers(LSP)of Microsoft Software and Services Contract#: 43230000-15-02 Coverage Term: 1/1/2019—12/31/2019 Note:Annual Payment Estimate-Year 1 of 3 5 PrjctALNG SA MVL 60 $115.34 $6,920.40 Microsoft-Part#: 076-01912 Contract Name: Licensing Solutions Providers(LSP)of Microsoft Software and Services Contract#: 43230000-15-02 Coverage Term: 1/1/2019—12/31/2019 Note:Annual Payment Estimate-Year 1 of 3 Page 643 of 1324 6 SharePointSvrALNG SA MVL 1 $1,193.46 $1,193.46 Microsoft-Part#: H04-00268 Contract Name: Licensing Solutions Providers(LSP)of Microsoft Software and Services Contract#: 43230000-15-02 Coverage Term: 1/1/2019—12/31/2019 Note:Annual Payment Estimate-Year 1 of 3 7 SQLSvrStdCore ALNG SA MVL 21-ic CoreLic 16 $575.87 $9,213.92 Microsoft-Part#:7NQ-00292 Contract Name: Licensing Solutions Providers(LSP)of Microsoft Software and Services Contract#: 43230000-15-02 Coverage Term: 1/1/2019—12/31/2019 Note:Annual Payment Estimate-Year 1 of 3 8 VisioStd ALNG SA MVL 42 $50.72 $2,130.24 Microsoft-Part#: D86-01253 Contract Name: Licensing Solutions Providers(LSP)of Microsoft Software and Services Contract#: 43230000-15-02 Coverage Term: 1/1/2019—12/31/2019 Note:Annual Payment Estimate-Year 1 of 3 9 WnRmtDsktpSrvcsCALALNG SA MVL UsrCAL 50 $21.27 $1,063.50 Microsoft-Part#: 6VC-01254 Contract Name: Licensing Solutions Providers(LSP)of Microsoft Software and Services Contract#: 43230000-15-02 Coverage Term: 1/1/2019—12/31/2019 Note:Annual Payment Estimate-Year 1 of 3 10 WnSvrDCCore ALNG SA MVL 2Lic CoreLic 72 $124.34 $8,952.48 Microsoft-Part#: 9EA-00278 Contract Name: Licensing Solutions Providers(LSP)of Microsoft Software and Services Contract#: 43230000-15-02 Coverage Term: 1/1/2019—12/31/2019 Note:Annual Payment Estimate-Year 1 of 3 11 WnSvrSTDCore ALNG SA MVL 2Lic CoreLic 136 $18.00 $2,448.00 Microsoft-Part#: 9EM-00270 Contract Name: Licensing Solutions Providers(LSP)of Microsoft Software and Services Contract#: 43230000-15-02 Coverage Term: 1/1/2019—12/31/2019 Note:Annual Payment Estimate-Year 1 of 3 12 ExchgOnlnPrtctnGCC ShrdSvrALNG SubsVL MVL PerUsr 225 $10.80 $2,430.00 Microsoft-Part#: 6JT-00002 Contract Name: Licensing Solutions Providers(LSP)of Microsoft Software and Services Contract#: 43230000-15-02 Coverage Term: 1/1/2019—12/31/2019 Note:Annual Payment Estimate-Year 1 of 3 13 ExchOnlnP1AddOnGCC ShrdSvrALNG SubsVL MVLAddOn 500 $23.52 $11,760.00 tousrExch StdCAL/CoreCAL Microsoft-Part#:6NM-00004 Contract Name: Licensing Solutions Providers(LSP)of Microsoft Software and Services Contract#: 43230000-15-02 Page 644 of 1324 Coverage Term: 1/1/2019—12/31/2019 Note:Annual Payment Estimate-Year 1 of 3 14 OneDriveforBsnssP1GCC ShrdSvrALNG SubsVL MVL PerUsr 7 $46.08 $322.56 Microsoft-Part#: 3NM-00004 Contract Name: Licensing Solutions Providers(LSP)of Microsoft Software and Services Contract#: 43230000-15-02 Coverage Term: 1/1/2019—12/31/2019 Note:Annual Payment Estimate-Year 1 of 3 Total $188,874.48 The Products offered under this proposal are resold in accordance with the SHI Online Customer Resale Terms and Conditions unless a separate resale agreement exists between SHI and the Customer. Page 645 of 1324 `s. FLORIDA DEPARTMENT OF MANAC,.EMENT SF.AWCES s t i i+'r'e se-e chose who serve Flosuda r. State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services This State Term Contract (Contract) is between the State of Florida, Department of Management Services (Department), Division of State Purchasing, an agency of the State of Florida with offices at 4050 Esplanade Way, Tallahassee, FL 32399-0950, and SHI International Corp. (Contractor) with offices at 290 Davidson Ave. Somerset, NJ 08873. The Department entered into overarching agreements with Microsoft Corporation (Microsoft), to standardize the use of Microsoft products and services in the State of Florida (State). Based on those agreements the Department issued Invitation to Negotiate (ITN), No. 07-43230000-L, Licensing Solutions Providers of Microsoft Software and Services, to identify a Microsoft Licensing Solutions Provider (LSP) to provide Microsoft licenses and services to the State. The Contractor submitted a Responsive reply to the ITN. After negotiations the Department determined that the Contractor's reply is the most advantageous to the State and has decided to enter into this Contract. Accordingly, and in consideration of the mutual assurances contained in the Contract, the Department and Contractor agree as follows: I. Scope of Work The Contractor shall provide Microsoft software licenses and maintenance with optional support offerings in accordance with the ITN. The Contractor will coordinate with Customers regarding Microsoft required enrollment agreements which may be a condition of purchasing licenses off of this contract. Those enrollment agreements may further define the scope of services. II. Contract Term The initial term of this Contract will be three years. The initial contract shall begin on February 1, 2016 or on the last date in which it is signed by all parties, whichever is later. III. Renewal Terms Upon satisfactory performance by the Contractor and written mutual agreement of the parties, the Contract may be renewed for a renewal term not to exceed three years under the same terms and conditions in place at the time of renewal and with the approved renewal pricing specified in the Contractor's response to the ITN. IV. Florida Price The Contractor shall provide the Florida Price on the Contractor Florida Price Spreadsheets (Attachments A-D) that are posted on the Department's website. Page 646 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services Contingent upon approval by the Department Contract Manager, updates to the Contractor Florida Price Spreadsheets shall be posted on the Department's website. The Department reserves the right to remove products or services from the Contractor Florida Price Spreadsheets as needed in the best interest of the State. Microsoft determines pricing levels and ERP pricing for its products. If Microsoft lowers prices, or pricing levels at any time, the Contractor shall immediately adjust the Florida pricing to reflect the lower prices. The Contractor will monitor Microsoft pricing and if at any time additional discounts become available to the state, Contractor will incorporate the discounts into this contract without delay. Contractor will continually provide the best available pricing to the state. V. Contract This document, together with the following exhibits set forth the entire understanding of the parties and supersedes all prior agreements, whether written or oral. All exhibits listed below are incorporated in their entirety, and form part of this Contract. The Contract has the following exhibits: Exhibit A: Special Contract Conditions Exhibit B: General Contract Conditions, Form PUR 1000 (10/06) Exhibit C: Contract Forms Exhibit D: ITN No. 07-43230000-L Exhibit E: Contractor's Response to ITN No. 07-43230000-L In case of conflict, the documents shall have priority in the following order as listed: a) This document b) Exhibit D: ITN No. 07-43230000-L c) Exhibit A: Special Contract Conditions d) Exhibit B: General Contract Conditions e) Exhibit C: Contract Forms f) Exhibit E: Contractor's Response to ITN No. 07-43230000-L VI. Amendments No oral modifications to this Contract are permitted. All modifications to this Contract must be in writing and signed by both parties. Notwithstanding the order listed in section V, amendments executed after the Contract is executed may expressly change the provisions of the Contract. If they do so expressly, then the most recent amendment will take precedence over anything else that is part of the Contract. Page 2 of 30 Page 647 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services V1. Contract Notices In addition to the provisions in section 38 of Form PUR 1000 (10/06), contract notices may be delivered by email to the Contractor's designated contact person as prescribed in section VII. V11. Contract Management The Department employee who is primarily responsible for maintaining the Contract administration file, serves as the contract manager, and is the Department's designated contact person shall be listed on the Department's website. The Contractor's employee who is primarily responsible for overseeing the Contractor's contract responsibilities and is the Contractor's designated contact person, shall be named by the Contractor and will be listed on the Department's website. Either Party may appoint a different Contract Manager, which shall not constitute an amendment to the Contract, by sending written notice to the other party. Any communications regarding the Contract shall be addressed to the Contract Manager. All questions and customer service issues concerning this Contract shall be directed to the designated contact person. This Contract is executed upon signature of authorized officers as of the dates signed below: State of Florida Contractor: Department of Management Services: SHI International Corp. By: _:i, By: 11Z, Name: -j ') Xa � Name: Natalie Slowik Title: Title: Senior Manager-Contracts& RFPs Date: ZI -/0 Date: Page 3 of 30 Page 648 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services EXHIBIT A: SPECIAL CONTRACT CONDITIONS 1. ELECTRONIC INVOICE The Contractor may supply electronic invoices in lieu of paper-based invoices for those transactions processed through the MyFloridaMarketPlace (MFMP). Electronic invoices may be submitted to the Customer through the Ariba Network (AN), whose usage is not mandatory. Contractor may incur a fee for use of the AN. If Contractor chooses to participate in the AN, electronic invoices shall be submitted to the Customer in one of three mechanisms as listed below. a) COMMERCE EXTENSIBLE MARKUP LANGUAGE (CXML) This standard establishes the data contents required for invoicing via cXML within the context of an electronic environment. This transaction set can be used for invoicing via the AN for catalog and non-catalog goods and services. The cXML format is the Ariba preferred method for electronic invoicing. b) ELECTRONIC DATA INTERCHANGE (EDI) This standard establishes the data contents of the Invoice Transaction Set (810) for use within the context of an EDI environment. This transaction set can be used for invoicing via the AN for catalog and non-catalog goods and services. c) PURCHASE ORDER (P.O.) FLIP VIA ARIBA NETWORK (AN) The online process allows suppliers to submit invoices via the AN for catalog and non-catalog goods and services. Contractors have the ability to create an invoice directly from their Inbox in their AN account by simply "flipping" the P.O. into an invoice. This option does not require any special software or technical capabilities. For the purposes of this section, the Contractor warrants and represents that it is authorized and empowered to and hereby grants the State and the third party provider of MFMP, a State Contractor, the right and license to use, reproduce, transmit, distribute, and publicly display within the system the information outlined above. In addition, the Contractor warrants and represents that it is authorized and empowered to and hereby grants the State and the third party provider the right and license to reproduce and display within the system the Contractor's trademarks, system marks, logos, trade dress, or other branding designation that identifies the products made available by the Contractor under the Contract. The Contractor may work with the MFMP management team to obtain specific requirements for the Electronic Invoicing upon contract award. Page 4 of 30 Page 649 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services 2. PRODUCT AND CATALOG SPECIFICATIONS (SERVICES INCLUDED, IF APPLICABLE) The Contractor shall submit all Catalog changes to the Department for review. Once approved in writing by the Department, the product Catalog submitted will be incorporated into the Contract. Any additional terms and conditions contained in the product Catalog language will not be included in the Contract. 3. PURCHASING CARD PROGRAM Contractor must accept the Universal card format Purchasing Cards (e.g., American Express, MasterCard, and Visa). However, the Purchasing Card is not the exclusive method of payment (e.g., Purchase Order). The method of ordering and payment (e.g., Purchase Order, Purchasing Card) shall be selected by the Eligible User. 4. COMPLIANCE WITH LAWS The Contractor shall comply with all laws, rules, codes, ordinances, and licensing requirements that are applicable to the conduct of its business, including those of Federal, State, and local agencies having jurisdiction and authority. For example, Chapter 287, of the Florida Statutes and Rule 60A of the Florida Administrative Code govern the Contract. The Contractor shall comply with section 274A of the Immigration and Nationalization Act, the Americans with Disabilities Act, and all prohibitions against discrimination on the basis of race, religion, sex, creed, national origin, handicap, marital status, or veteran's status. Violation of any such applicable laws, roles, codes, ordinances and licensing requirements, shall be grounds for Contract termination. 5. LIABILITY AND WORKER'S COMPENSATION INSURANCE During the Contract term, the Contractor at its sole expense shall provide commercial insurance of such a type and with such terms and limits as may be reasonably associated with the Contract, which, at a minimum, shall be: workers' compensation and employer's liability insurance per Florida statutory limits (currently $100,000 per accident, $100,000 per person, and $500,000 policy aggregate) covering all employees engaged in any Contract work; commercial general liability coverage on an occurrence basis in the minimum amount of $500,000 (defense cost shall be in excess of the limit of liability), naming the State as an additional insured; and automobile liability insurance covering all vehicles, owned or otherwise, used in the Contract work, with minimum combined limits of$500,000, including hired and non-owned liability, and $5,000 medical payment. Providing and maintaining adequate insurance coverage is a material obligation of the Contractor and is of the essence of the Contract. The Contract shall not limit the types of insurance Contractor may desire to obtain or be required to obtain by law. The limits of coverage under each policy maintained by the Contractor shall not be interpreted as limiting the Contractor's liability and obligations under the Contract. All insurance policies shall be through insurers authorized to write policies in Florida. Page 5 of 30 Page 650 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services 6. DETAIL OF BILLS Contractor shall submit bills for fees or other compensation for services or expenses in detail sufficient enough for a proper pre-audit and post-audit. The Department reserves the right to request additional documentation. 7. PAYMENT TIMEFRAME Section 215.422, Florida Statutes (F.S.), provides that agencies have five (5) working days to inspect and approve commodities or contractual services. Items may be tested for compliance with specifications. Items delivered not conforming to specifications may be rejected and returned at the Contractor's expense. Interest penalties for late payment are also provided for in section 215.422, F.S. A Vendor Ombudsman, whose duties include acting as an advocate for Vendors who may be experiencing problems obtaining timely payment(s) from an Agency, may be contacted at 850-413-5516, or Vendors may call the State Comptroller's Hotline at 1-800-848-3792. 8. MYFLORI DAMARKETPLACE FEES The State of Florida, through the Department of Management Services, has instituted MyFloridaMarketPlace, a statewide eProcurement system pursuant to section 287.057(22), Florida Statutes. Payments issued by Agencies or Eligible Users to Vendors for purchases of commodities or contractual services are subject to Transaction Fees, as prescribed by rule 60A-1.031, Florida Administrative Code, or as may otherwise be established by law. Effective November 1 st, 2015, through July 1 st, 2016, in accordance with Senate Bill 2502-A, the Transaction Fees imposed for use of the State of Florida's eProcurement systems will change from one percent (1%) to seven-tenths of one percent (.70%) of the payment issued. The Transaction Fees imposed shall be based upon the date of issuance of the payment. Any questions regarding the Transaction Fees should be directed to the MFMP Customer Service Desk, at 866-352-3776, BuyerHelppmyfloridamarketplace.com or VendorHelp&myfloridamarketplace.com. Vendors shall submit monthly reports required by the rule. All reports shall be subject to audit. Failure to pay Transaction Fees or submit reports shall constitute grounds for default and exclusion from business with the State of Florida. 9. PAYMENTAUDIT Records of costs incurred under terms of the Contract shall be maintained and made available to the Agency upon request at all times during the period of the Contract, and for a period of three years thereafter. Records of costs incurred shall include the Contractor's general accounting records, together with supporting documents and Page 6 of 30 Page 651 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services records of the Contractor and all subcontractors performing work, and all other records of the Contractor and subcontractors considered necessary by the Agency for audit. 10. BILLS FOR TRAVEL Travel expenses are not reimbursable unless specifically authorized in writing and shall be reimbursed only in accordance with section 112.061, Florida Statutes. 11. PUBLIC RECORDS Access to Public Records To the extent required by the Florida Public Records Act, Chapter 119, F.S., the Contractor shall maintain and allow access to public records made or received in conjunction with the Contract. (a)The Department may unilaterally cancel the Contract for refusal by the Contractor to allow access to all public records, including documents, papers, letters, or other material made or received by the Contractor in conjunction with the Contract, unless the records are exempt from s. 24(a) of Art. I of the State Constitution and section 11 9.07(l), Florida Statutes. (b) If, under this Contract, the Contractor is providing services and is acting on behalf of a public agency as provided by section 119.0701(1)(b), Florida Statutes, the Contractor shall: (1) Keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the service. (2) Provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes, or as otherwise provided by law. (3) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law. (4) Meet all requirements for retaining public records and transfer, at no cost, to the public agency all public records in possession of the Contractor upon termination of the Contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the public agency in a format that is compatible with the information technology systems of the public agency. Page 7 of 30 Page 652 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services Protection of Trade Secrets or Other Confidential Information (a) If the Contractor considers any portion of materials made or received in the course of performing the Contract ("contract-related materials") to be trade secret under section 812.081, Florida Statutes, or otherwise confidential under Florida or federal law, the Contractor must clearly designate that portion of the materials as "confidential" when submitted to the Department. (b) If the Department receives a public records request for contract-related materials designated by the Contractor as "confidential," the Department will provide only the portions of the contract-related materials not designated as "confidential." If the requester asserts a right to examine contract-related materials designated as "confidential," the Department will notify the Contractor. The Contractor will be responsible for responding to and resolving all claims for access to contract-related materials it has designated "confidential." (c) If the Department is served with a request for discovery of contract-related materials designated "confidential," the Department will promptly notify the Contractor about the request. The Contractor will be responsible for filing the appropriate motion or objection in response to the request for discovery. The Department will provide materials designated "confidential" only if the Contractor fails to take appropriate action, within timeframes established by statute and court rule, to protect the materials designated as "confidential" from disclosure. (d)The Contractor shall protect, defend, and indemnify the Department for claims, costs, fines, and attorney's fees arising from or relating to its designation of contract-related materials as "confidential." 12. RETENTION OF RECORDS Contractor shall retain sufficient documentation to substantiate claims for payment under the Contract, and all other records made in relation to the Contract, for five (5) years after expiration or termination of the Contract. 13. COMMUNICATIONS AND CONFIDENTIALITY The Contractor agrees that it shall make no statements, press releases, or publicity releases concerning the Contract or its subject matter or otherwise disclose or permit to be disclosed any of the data or other information obtained or furnished in compliance with the Contract, or any particulars thereof, during the period of the Contract, without first notifying the Department's Contract Manager or the Department's designated contact person and securing prior written consent. The Contractor shall maintain confidentiality of all confidential data, files, and records related to the services and/or commodities provided pursuant to the Contract and shall comply with all state and federal laws, including, but not limited to sections 381.004, 384.29, 392.65, and 456.057, Page 8 of 30 Page 653 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services F.S. The Contractor's confidentiality procedures shall be consistent with the most recent version of the Customer's security policies, protocols, and procedures. The Contractor shall also comply with any applicable professional standards with respect to confidentiality of information. 14. INTELLECTUAL PROPERTY The parties do not anticipate that any Intellectual Property will be developed or created as a result of the Contract. However, in such case as it is developed or created, any Intellectual Property developed or created as a result of the Contract will belong to and be the sole property of the State of Florida. This provision will survive the termination or expiration of the Contract. 15. PREFERRED PRICE AFFIDAVIT REQUIREMENT The Department will provide the Preferred Pricing Affidavit, incorporated by reference, for completion by an authorized representative of the Contractor attesting that the Contractor is in compliance with the preferred pricing provision in section 4(b) of the PUR 1000 form. The Contractor agrees to submit to the Department, at least annually, the completed Preferred Pricing Affidavit. 16. EMPLOYMENT VERIFICATION (E-VERIFY) In accordance with Executive Order Number 11-116, the Contractor agrees to utilize the U.S. Department of Homeland Security's E-Verify system, https:He-verify.uscis.gov/emp, to verify the employment of all new employees hired by the Contractor during the Contract term for the services specified in the Contract. Also, Contractor shall include in related subcontracts a requirement that subcontractors performing work or providing services pursuant to the Contract utilize the E-Verify system to verify employment of all new employees hired by the subcontractor during the Contract term. 17. SCRUTINIZED COMPANY LIST In accordance with subsection 287.135(5), Florida Statutes, the Contractor certifies that it is not listed on either the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, created pursuant to section 215.473, Florida Statutes. In accordance with 287.135, the Department may unilaterally terminate this contract if it determines that the Contractor has submitted a false certification as provided under subsection 287.135 (5), or that it is placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List. 18. CONVICTED AND DISCRIMINATORY VENDOR LISTS In accordance with sections 287.133 and 287.134, F.S., an entity or affiliate who is on the Convicted Vendor List or the Discriminatory Vendor List may not perform work as a contractor, supplier, subcontractor, or consultant under the Contract. Page 9 of 30 Page 654 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services 19. TERMINATION FOR CONVENIENCE The Contract may be terminated by the Department in whole or in part at any time in the best interest of the State. If the Contract is terminated before performance is completed, the Contractor shall be paid only for that work satisfactorily performed for which costs can be substantiated. Such payment, however, may not exceed an amount which is the same percentage of the Contract price as the amount of work satisfactorily performed. 20. TERMINATION FOR CAUSE If the Department determines that the performance of the Contractor is not satisfactory, the Department shall have the option of(a) immediately terminating the Contract, or (b) notifying the Contractor of the deficiency with a requirement that the deficiency be corrected within a specified time, otherwise the Contract will be terminated at the end of such time, or (c) take other action deemed appropriate by the Department. 21. COMMITMENT TO DIVERSITY IN GOVERNMENT CONTRACTING The State of Florida is committed to supporting its diverse business industry and population through ensuring participation by minority-, women-, wartime-, and service- disabled veteran business enterprises in the economic life of the State. The State of Florida Mentor Protege Program connects minority-, women-, wartime-, and service- disabled veteran business enterprises with private corporations for business development mentoring. We strongly encourage firms doing business with the State of Florida to consider this initiative. For more information on the Mentor Protege Program, please contact the Office of Supplier Diversity at (850) 487-0915 or osdhelpp_dms.myflorida.com. Upon request, the Contractor shall report to the Department spend with certified and other minority business enterprises. These reports will include the period covered, the name, minority code and Federal Employer Identification Number of each minority vendor utilized during the period, commodities and services provided by the minority business enterprise, and the amount paid to each minority vendor on behalf of each purchasing agency ordering under the terms of this Contract. 22. BUSINESS REVIEW MEETINGS The Department reserves the right to schedule business review meetings as frequently as necessary. The Department will provide the format for the Contractor's agenda. Prior to the meeting, the Contractor shall submit the completed agenda to the Department for review and acceptance. The Contractor shall address the agenda items and any of the Department's additional concerns at the meeting. Failure to comply with this section may result in the Contractor being found in default and contract termination. 23. ETHICAL BUSINESS PRACTICES Contractors shall work in partnership with the State to ensure a successful and valuable Contract. Ethical practices are required of State employees, Contractors, and all parties Page 10 of 30 Page 655 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services representing the Contractor. All work performed under this Contract will be subject to review by the Inspector General of the State of Florida, and any findings suggesting unethical business practices may be cause for termination or cancellation. 24. GRATUITIES The Contractor shall not, in connection with this or any other agreement with the State, directly or indirectly (1) offer, give, or agree to give anything of value to anyone as consideration for any State officer or employee's decision, opinion, recommendation, vote, other exercise of discretion, or violation of a known legal duty, or (2) offer, give, or agree to give to anyone anything of value for the benefit of, or at the direction or request of, any State officer or employee. 25. LOBBYING In accordance with sections 11.062 and 216.347, F.S., the Contract funds are not for the purpose of lobbying the Legislature, the judicial branch, or an Agency. Pursuant to subsection 287.058(6), F.S., the Contract does not prohibit the Contractor from lobbying the executive or legislative branch concerning the scope of services, performance, term, or compensation regarding the Contract, after the Contract's execution and during the Contract's term. 26. COOPERATION WITH INSPECTOR GENERAL Pursuant to subsection 20.055(5), F.S., Contractor, and any subcontractor to the Contractor, understand and will comply with their duty to cooperate with the Inspector General in any investigation, audit, inspection, review, or hearing. Upon request of the Inspector General or any other authorized State official, the Contractor shall provide any type of information the Inspector General deems relevant to the Contractor's integrity or responsibility. Such information may include, but shall not be limited to, the Contractor's business or financial records, documents, or files of any type or form that refer to or relate to the Contract. The Contractor shall retain such records for three (3) years after the expiration of the Contract, or the period required by the General Records Schedules maintained by the Florida Department of State (available at: http://dos.myflorida.com/library-archives/records-management/general-records- schedules/), whichever is longer. The Contractor agrees to reimburse the State for the reasonable costs of investigation incurred by the Inspector General or other authorized State official for investigations of the Contractor's compliance with the terms of this or any other agreement between the Contractor and the State which results in the suspension or debarment of the Contractor. Such costs shall include, but shall not be limited to: salaries of investigators, including overtime; travel and lodging expenses; and expert witness and documentary fees. 27. PRODUCT VARIATIONS/CUSTOM ORDERS New variations, substitutions, including custom orders of existing software licenses, maintenance and services awarded under the Contract will be considered by the Page 11 of 30 Page 656 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services Department if it is in the best interest of the State. All modifications and special requests must receive prior written approval from the Department or Customer before execution of the purchase. Proposed changes are not to compromise the integrity of the software licenses, maintenance or services performance. 28. DELAYS AND COMPLAINTS Delivery delays and service complaints will be monitored on a continual basis. Documented inability to perform under the conditions of the Contract (via the established Complaint to Vendor process (PUR 7017 form) may result in default proceedings and cancellation. 29. SALES AND USE TAX It is the responsibility of the Contractor to determine how work accomplished under this Contract would be subject to a Use Tax as written in the "Sales and Use Tax" Rule 12A- 1, Florida Administrative Code. Any questions concerning the Use Tax as it relates to this contract shall be directed to the Taxpayer Assistance section at the Department of Revenue (DOR) (800) 352-3671, Monday through Friday, 8 a.m. to 7 p.m. (ET). For more information visit the DOR website at http://dor.myflorida.com/dor/businesses. 30. INSURANCE, LOSS DEDUCTIBLE The Department and Customer shall be exempt from, and in no way liable for, any sums of money which may represent a deductible in any insurance policy. The payment of such deductible shall be the sole responsibility of the contractor providing such insurance. Upon request, the Contractor shall furnish the Department or Customer an insurance certificate proving appropriate coverage is in full force and effect. 31. INSURANCE, SUBCONTRACTOR'S PUBLIC LIABILITY AND PROPERTY DAMAGE The Contractor shall require each of its subcontractors to secure and maintain during the life of the subcontract, insurance of the type specified in section 5, Liability and Workers Compensation Insurance, or the Contractor may insure the activities of its subcontractors in the Contractor's policy, as specified in the Liability and Workers Compensation Insurance Section of this contract. 32. INDEMNITY The Contractor agrees to indemnify, defend, and hold the State of Florida, its officers, employees and agents harmless from all fines, claims, assessments, suits,judgments, or damages, consequential or otherwise, including court costs and attorney's fees, arising out of any acts, actions, breaches, neglect or omissions of the Contractor, its employees, agents, subcontractors, assignees or delegates related to the Contract, as well as for any determination arising out of or related to the Contract, that the Contractor or Contractor's employees, agents, subcontractors, assignees or delegates are not independent contractors in relation to the Agency. The Contract does not constitute a waiver of sovereign immunity or consent by the Agency or the State of Florida or its subdivisions to suit by third parties. Page 12 of 30 Page 657 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services 33. PAYMENT FOR CLAIMS The Contractor guarantees the payment of all just claims for materials, supplies, tools, or labor and other just claims against the Contractor or any employee, agent, subcontractor, assignee or delegate in connection with the Contract. 34. PERFORMANCE AND PAYMENT BONDS The authority and responsibility for requesting performance and payment bonds shall rest with the Customer. Under this contract, the Customer issuing the purchase order may request a performance and payment bond as deemed necessary by the size of the job. Inability to provide a bond shall result in the Contractor being found in default of the contract. 35. WARRANTY The Microsoft standard warranty shall cover all software and the Contractor's warranty shall cover Value-added services provided under this the Contract. The Microsoft standard warranty is required to provide coverage against defective software, workmanship, and failure to perform in accordance with the specifications and required performance criteria. The Microsoft and Contractor warranty coverage must be identical to or exceed the most inclusive of those normally provided for the commodities and contractual services specified herein that are sold to any State or local governments. Should the Microsoft or Contractor warranty conflict with any requirements, specifications, terms, or conditions of the Contract, the Contract terms and conditions shall prevail. 36. CONTRACT REVISIONS Notwithstanding General Contract Conditions, section 42 of the PUR 1000 Form, the following types of revisions can be made to the Contract upon written authorization by the Department: a) Contractor's Company Information and Contacts b) Contract Administrator c) Contract Forms d) Catalog Revisions The Contractor shall use the appropriate form to request changes to the items listed above and shall submit the form to the Department for review and approval. Only the above listed provisions can be made without a formal Contract amendment. General Contract Conditions, section 42 of the PUR 1000, apply to all other modifications to the Contract. 37. FINANCIAL CONSEQUENCES The Contract Administrator shall periodically review the Contractor's Compliance with the responsibilities and deliverables in the Contract. If the Contractor fails to meet and Page 13 of 30 Page 658 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services comply with the responsibilities and deliverables established in the Contract, Contractor will be subject to damages. See Exhibit C, section 18 for additional information. 38. THIRD PARTY AUDITS AND REPORTING REQUIREMENTS At no additional cost to the State, the Contractor is to contract with an independent third party firm (to be approved by the Department) to conduct, at a minimum, at least one random sampling of the Contractor's price list per quarter in accordance with Section 6.23 of the ITN. The Contractor's failure to comply with this requirement may result in financial consequences and may also result in the Contractor's immediate removal from the Contract. Page 14 of 30 Page 659 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services EXHIBIT B: GENERAL CONTRACT CONDITIONS State of Florida PUR 1000 General Contract Conditions Contents 1. Definitions. 2. Purchase Orders. 3. Product Version. 4. Price Changes Applicable only to Term Contracts. 5. Additional Quantities. 6. Packaging. 7. Inspection at Contractor's Site. 8. Safety Standards. 9. Americans with Disabilities Act. 10. Literature. 11. Transportation and Delivery. 12. Installation. 13. Risk of Loss. 14. Transaction Fee. 15. Invoicing and Payment. 16. Taxes. 17. Governmental Restrictions. 18. Lobbying and Integrity. 19. Indemnification. 20. Limitation of Liability. 21. Suspension of Work. 22. Termination for Convenience. 23. Termination for Cause. 24. Force Majeure, Notice of Delay, and No Damages for Delay. 25. Changes. 26. Renewal. 27. Purchase Order Duration. 28. Advertising. 29. Assignment. 30. Antitrust Assignment 31. Dispute Resolution. 32. Employees, Subcontractors, and Agents. 33. Security and Confidentiality. 34. Contractor Employees, Subcontractors, and Other Agents. Page 15 of 30 Page 660 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services 35. Insurance Requirements. 36. Warranty of Authority. 37. Warranty of Ability to Perform. 38. Notices. 39. Leases and Installment Purchases. 40. Prison Rehabilitative Industries and Diversified Enterprises, Inc. (PRIDE). 41. Products Available from the Blind or Other Handicapped. 42. Modification of Terms. 43. Cooperative Purchasing. 44. Waiver. 45. Annual Appropriations. 46. Execution in Counterparts. 47. Severability. 1. Definitions. The definitions contained in s. 60A-1.001, F.A.C. shall apply to this agreement. The following additional terms are also defined: (a) "Contract" means the legally enforceable agreement that results from a successful solicitation. The parties to the Contract will be the Customer and Contractor. (b) "Customer' means the State agency or other entity identified in a contract as the party to receive commodities or contractual services pursuant to a contract or that orders commodities or contractual services via purchase order or other contractual instrument from the Contractor under the Contract. The "Customer' may also be the "Buyer' as defined in the PUR 1001 if it meets the definition of both terms. (c) "Product' means any deliverable under the Contract, which may include commodities, services, technology or software. (d) "Purchase order' means the form or format a Customer uses to make a purchase under the Contract (e.g., a formal written purchase order, electronic purchase order, procurement card, contract or other authorized means). 2. Purchase Orders. In contracts where commodities or services are ordered by the Customer via purchase order, Contractor shall not deliver or furnish products until a Customer transmits a purchase order. All purchase orders shall bear the Contract number, shall be placed by the Customer directly with the Contractor, and shall be deemed to incorporate by reference the Contract terms and conditions. Any discrepancy between the Contract terms and the terms stated on the Contractor's order form, confirmation, or acknowledgement shall be resolved in favor of terms most favorable to the Customer. A purchase order for services within the ambit of section 287.058(1) of the Florida Statutes shall be deemed to incorporate by reference the requirements of subparagraphs (a) through (f) thereof. Customers shall designate a contract Page 16 of 30 Page 661 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services manager and a contract administrator as required by subsections 287.057(15) and (16) of the Florida Statutes. 3. Product Version. Purchase orders shall be deemed to reference a manufacturer's most recently release model or version of the product at the time of the order, unless the Customer specifically requests in writing an earlier model or version and the contractor is willing to provide such model or version. 4. Price Changes Applicable only to Term Contracts. If this is a term contract for commodities or services, the following provisions apply. (a) Quantity Discounts. Contractors are urged to offer additional discounts for one time delivery of large single orders. Customers should seek to negotiate additional price concessions on quantity purchases of any products offered under the Contract. State Customers shall document their files accordingly. (b) Best Pricing Offer. During the Contract term, if the Customer becomes aware of better pricing offered by the Contractor for substantially the same or a smaller quantity of a product outside the Contract, but upon the same or similar terms of the Contract, then at the discretion of the Customer the price under the Contract shall be immediately reduced to the lower price. (c) Sales Promotions. In addition to decreasing prices for the balance of the Contract term due to a change in market conditions, a Contractor may conduct sales promotions involving price reductions for a specified lesser period. A Contractor shall submit to the Contract Specialist documentation identifying the proposed (1) starting and ending dates of the promotion, (2) products involved, and (3) promotional prices compared to then-authorized prices. Promotional prices shall be available to all Customers. Upon approval, the Contractor shall provide conspicuous notice of the promotion. (d) Trade-In. Customers may trade-in equipment when making purchases from the Contract. A trade-in shall be negotiated between the Customer and the Contractor. Customers are obligated to actively seek current fair market value when trading equipment, and to keep accurate records of the process. For State agencies, it may be necessary to provide documentation to the Department of Financial Services and to the agency property custodian pursuant to Chapter 273, F.S. (e) Equitable Adjustment. The Customer may, in its sole discretion, make an equitable adjustment in the Contract terms or pricing if pricing or availability of supply is affected by extreme and unforeseen volatility in the marketplace, that is, by circumstances that satisfy all the following criteria: (1) the volatility is due to causes wholly beyond the Contractor's control, (2) the volatility affects the marketplace or industry, not just the particular Contract source of supply, (3) the effect on pricing or availability of supply is substantial, and (4) the volatility so Page 17 of 30 Page 662 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services affects the Contractor that continued performance of the Contract would result in a substantial loss. 5. Additional Quantities. For a period not exceeding ninety (90) days from the date of Contract award, the Customer reserves the right to acquire additional quantities up to the amount shown on the Contract but not to exceed the threshold for Category Two at the prices submitted in the response to the solicitation. 6. Packaging. Tangible product shall be securely and properly packed for shipment, storage, and stocking in appropriate, clearly labeled, shipping containers and according to accepted commercial practice, without extra charge for packing materials, cases, or other types of containers. All containers and packaging shall become and remain Customer's property. 7. Inspection at Contractor's Site. The Customer reserves the right to inspect, at any reasonable time with prior notice, the equipment or product or plant or other facilities of a Contractor to assess conformity with Contract requirements and to determine whether they are adequate and suitable for proper and effective Contract performance. 8. Safety Standards. All manufactured items and fabricated assemblies subject to operation under pressure, operation by connection to an electric source, or operation involving connection to a manufactured, natural, or LP gas source shall be constructed and approved in a manner acceptable to the appropriate State inspector. Acceptability customarily requires, at a minimum, identification marking of the appropriate safety standard organization, where such approvals of listings have been established for the type of device offered and furnished, for example: the American Society of Mechanical Engineers for pressure vessels; the Underwriters Laboratories and/or National Electrical Manufacturers' Association for electrically operated assemblies; and the American Gas Association for gas-operated assemblies. In addition, all items furnished shall meet all applicable requirements of the Occupational Safety and Health Act and state and federal requirements relating to clean air and water pollution. 9. Americans with Disabilities Act. Contractors should identify any products that may be used or adapted for use by visually, hearing, or other physically impaired individuals. 10. Literature. Upon request, the Contractor shall furnish literature reasonably related to the product offered, for example, user manuals, price schedules, catalogs, descriptive brochures, etc. 11. Transportation and Delivery. Prices shall include all charges for packing, handling, freight, distribution, and inside delivery. Transportation of goods shall be FOB Destination to any point within thirty (30) days after the Customer places an Order. A Contractor, within five (5) days after receiving a purchase order, shall notify the Customer of any potential delivery Page 18 of 30 Page 663 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services delays. Evidence of inability or intentional delays shall be cause for Contract cancellation and Contractor suspension. 12. Installation. Where installation is required, Contractor shall be responsible for placing and installing the product in the required locations at no additional charge, unless otherwise designated on the Contract or purchase order. Contractor's authorized product and price list shall clearly and separately identify any additional installation charges. All materials used in the installation shall be of good quality and shall be free of defects that would diminish the appearance of the product or render it structurally or operationally unsound. Installation includes the furnishing of any equipment, rigging, and materials required to install or replace the product in the proper location. Contractor shall protect the site from damage and shall repair damages or injury caused during installation by Contractor or its employees or agents. If any alteration, dismantling, excavation, etc., is required to achieve installation, the Contractor shall promptly restore the structure or site to its original condition. Contractor shall perform installation work so as to cause the least inconvenience and interference with Customers and with proper consideration of others on site. Upon completion of the installation, the location and surrounding area of work shall be left clean and in a neat and unobstructed condition, with everything in satisfactory repair and order. 13. Risk of Loss. Matters of inspection and acceptance are addressed in s. 215.422, F.S. Until acceptance, risk of loss or damage shall remain with the Contractor. The Contractor shall be responsible for filing, processing, and collecting all damage claims. To assist the Contractor with damage claims, the Customer shall: record any evidence of visible damage on all copies of the delivering carrier's Bill of Lading; report damages to the carrier and the Contractor; and provide the Contractor with a copy of the carrier's Bill of Lading and damage inspection report. When a Customer rejects a product, Contractor shall remove it from the premises within ten days after notification or rejection. Upon rejection notification, the risk of loss of rejected or non- conforming product shall remain with the Contractor. Rejected product not removed by the Contractor within ten days shall be deemed abandoned by the Contractor, and the Customer shall have the right to dispose of it as its own property. Contractor shall reimburse the Customer for costs and expenses incurred in storing or effecting removal or disposition of rejected product. 14. Transaction Fee. The State of Florida has instituted MyFloridaMarketPlace, a statewide eProcurement System ("System"). Pursuant to section 287.057(23), Florida Statutes (2002), all payments shall be assessed a Transaction Fee of one percent (1.0%), which the Contractor shall pay to the State, unless exempt pursuant to 60A-1.032, F.A.C. For payments within the State accounting system (FLAIR or its successor), the Transaction Fee shall, when possible, be automatically deducted from payments to the Contractor. If automatic deduction is not possible, the Contractor shall pay the Transaction Fee pursuant to Rule 60A- 1.031(2), F.A.C. By submission of these reports and corresponding payments, Contractor Page 19 of 30 Page 664 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services certifies their correctness. All such reports and payments shall be subject to audit by the State or its designee. Contractor shall receive a credit for any Transaction Fee paid by the Contractor for the purchase of any item(s) if such item(s) are returned to the Contractor through no fault, act, or omission of the Contractor. Notwithstanding the foregoing, a Transaction Fee is non-refundable when an item is rejected or returned, or declined, due to the Contractor's failure to perform or comply with specifications or requirements of the agreement. Failure to comply with these requirements shall constitute grounds for declaring the Contractor in default and recovering reprocurement costs from the Contractor in addition to all outstanding fees. CONTRACTORS DELINQUENT IN PAYING TRANSACTION FEES MAY BE SUBJECT TO BEING REMOVED FROM THE DEPARTMENT OF MANAGEMENT SERVICES' VENDOR LIST AS PROVIDED IN RULE 60A-1.006, F.A.C. 15. Invoicing and Payment. Invoices shall contain the Contract number, purchase order number if applicable, and the appropriate vendor identification number. The State may require any other information from the Contractor that the State deems necessary to verify any purchase order placed under the Contract. At the State's option, Contractors may be required to invoice electronically pursuant to guidelines of the Department of Management Services. Current guidelines require that Contractor supply electronic invoices in lieu of paper-based invoices for those transactions processed through the system. Electronic invoices shall be submitted to the Customer through the Ariba Supplier Network (ASN) in one of the following mechanisms — EDI 810, cXML, or web- based invoice entry within the ASN. Payment shall be made in accordance with sections 215.422 and 287.0585 of the Florida Statutes, which govern time limits for payment of invoices. Invoices that must be returned to a Contractor due to preparation errors will result in a delay in payment. Contractors may call (850) 413-7269 Monday through Friday to inquire about the status of payments by State Agencies. The Customer is responsible for all payments under the Contract. A Customer's failure to pay, or delay in payment, shall not constitute a breach of the Contract and shall not relieve the Contractor of its obligations to the Department or to other Customers. 16. Taxes. The State does not pay Federal excise or sales taxes on direct purchases of tangible personal property. The State will not pay for any personal property taxes levied on the Contractor or for any taxes levied on employees' wages. Any exceptions to this paragraph shall be explicitly noted by the Customer in the special contract conditions section of the solicitation or in the Contract or purchase order. 17. Governmental Restrictions. If the Contractor believes that any governmental restrictions have been imposed that require alteration of the material, quality, workmanship or performance of the products offered under the Contract, the Contractor shall immediately notify the Customer Page 20 of 30 Page 665 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services in writing, indicating the specific restriction. The Customer reserves the right and the complete discretion to accept any such alteration or to cancel the Contract at no further expense to the Customer. 18. Lobbying and Integrity. Customers shall ensure compliance with Section 11.062, FS and section 216.347, F.S. The Contractor shall not, in connection with this or any other agreement with the State, directly or indirectly (1) offer, confer, or agree to confer any pecuniary benefit on anyone as consideration for any State officer or employee's decision, opinion, recommendation, vote, other exercise of discretion, or violation of a known legal duty, or (2) offer, give, or agree to give to anyone any gratuity for the benefit of, or at the direction or request of, any State officer or employee. For purposes of clause (2), "gratuity" means any payment of more than nominal monetary value in the form of cash, travel, entertainment, gifts, meals, lodging, loans, subscriptions, advances, deposits of money, services, employment, or contracts of any kind. Upon request of the Customer's Inspector General, or other authorized State official, the Contractor shall provide any type of information the Inspector General deems relevant to the Contractor's integrity or responsibility. Such information may include, but shall not be limited to, the Contractor's business or financial records, documents, or files of any type or form that refer to or relate to the Contract. The Contractor shall retain such records for the longer of(1) three years after the expiration of the Contract or (2) the period required by the General Records Schedules maintained by the Florida Department of State (available at: http://dlis.dos.state.fl.us/barm/genschedules/gensched.htm). The Contractor agrees to reimburse the State for the reasonable costs of investigation incurred by the Inspector General or other authorized State official for investigations of the Contractor's compliance with the terms of this or any other agreement between the Contractor and the State which results in the suspension or debarment of the Contractor. Such costs shall include, but shall not be limited to: salaries of investigators, including overtime; travel and lodging expenses; and expert witness and documentary fees. The Contractor shall not be responsible for any costs of investigations that do not result in the Contractor's suspension or debarment. 19. Indemnification. The Contractor shall be fully liable for the actions of its agents, employees, partners, or subcontractors and shall fully indemnify, defend, and hold harmless the State and Customers, and their officers, agents, and employees, from suits, actions, damages, and costs of every name and description, including attorneys' fees, arising from or relating to personal injury and damage to real or personal tangible property alleged to be caused in whole or in part by Contractor, its agents, employees, partners, or subcontractors, provided, however, that the Contractor shall not indemnify for that portion of any loss or damages proximately caused by the negligent act or omission of the State or a Customer. Further, the Contractor shall fully indemnify, defend, and hold harmless the State and Customers from any suits, actions, damages, and costs of every name and description, including attorneys' fees, arising from or relating to violation or infringement of a trademark, copyright, patent, trade secret or intellectual property right, provided, however, that the Page 21 of 30 Page 666 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services foregoing obligation shall not apply to a Customer's misuse or modification of Contractor's products or a Customer's operation or use of Contractor's products in a manner not contemplated by the Contract or the purchase order. If any product is the subject of an infringement suit or in the Contractor's opinion is likely to become the subject of such a suit, the Contractor may at its sole expense procure for the Customer the right to continue using the product or to modify it to become non-infringing. If the Contractor is not reasonably able to modify or otherwise secure the Customer the right to continue using the product, the Contractor shall remove the product and refund the Customer the amounts paid in excess of a reasonable rental for past use. The customer shall not be liable for any royalties. The Contractor's obligations under the preceding two paragraphs with respect to any legal action are contingent upon the State or Customer giving the Contractor (1) written notice of any action or threatened action, (2) the opportunity to take over and settle or defend any such action at Contractor's sole expense, and (3) assistance in defending the action at Contractor's sole expense. The Contractor shall not be liable for any cost, expense, or compromise incurred or made by the State or Customer in any legal action without the Contractor's prior written consent, which shall not be unreasonably withheld. 20. Limitation of Liability. For all claims against the Contractor under any contract or purchase order, and regardless of the basis on which the claim is made, the Contractor's liability under a contract or purchase order for direct damages shall be limited to the greater of$100,000, the dollar amount of the contract or purchase order, or two times the charges rendered by the Contractor under the purchase order. This limitation shall not apply to claims arising under the Indemnity paragraph contain in this agreement. Unless otherwise specifically enumerated in the Contract or in the purchase order, no party shall be liable to another for special, indirect, punitive, or consequential damages, including lost data or records (unless the contract or purchase order requires the Contractor to back-up data or records), even if the party has been advised that such damages are possible. No party shall be liable for lost profits, lost revenue, or lost institutional operating savings. The State and Customer may, in addition to other remedies available to them at law or equity and upon notice to the Contractor, retain such monies from amounts due Contractor as may be necessary to satisfy any claim for damages, penalties, costs and the like asserted by or against them. The State may set off any liability or other obligation of the Contractor or its affiliates to the State against any payments due the Contractor under any contract with the State. 21. Suspension of Work. The Customer may in its sole discretion suspend any or all activities under the Contract or purchase order, at any time, when in the best interests of the State to do so. The Customer shall provide the Contractor written notice outlining the particulars of suspension. Examples of the reason for suspension include, but are not limited to, budgetary constraints, declaration of emergency, or other such circumstances. After receiving a suspension notice, the Contractor shall comply with the notice and shall not accept any Page 22 of 30 Page 667 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services purchase orders. Within ninety days, or any longer period agreed to by the Contractor, the Customer shall either (1) issue a notice authorizing resumption of work, at which time activity shall resume, or (2) terminate the Contract or purchase order. Suspension of work shall not entitle the Contractor to any additional compensation. 22. Termination for Convenience. The Customer, by written notice to the Contractor, may terminate the Contract in whole or in part when the Customer determines in its sole discretion that it is in the State's interest to do so. The Contractor shall not furnish any product after it receives the notice of termination, except as necessary to complete the continued portion of the Contract, if any. The Contractor shall not be entitled to recover any cancellation charges or lost profits. 23. Termination for Cause. The Customer may terminate the Contract if the Contractor fails to (1) deliver the product within the time specified in the Contract or any extension, (2) maintain adequate progress, thus endangering performance of the Contract, (3) honor any term of the Contract, or (4) abide by any statutory, regulatory, or licensing requirement. Rule 60A-1.006(3), F.A.C., governs the procedure and consequences of default. The Contractor shall continue work on any work not terminated. Except for defaults of subcontractors at any tier, the Contractor shall not be liable for any excess costs if the failure to perform the Contract arises from events completely beyond the control, and without the fault or negligence, of the Contractor. If the failure to perform is caused by the default of a subcontractor at any tier, and if the cause of the default is completely beyond the control of both the Contractor and the subcontractor, and without the fault or negligence of either, the Contractor shall not be liable for any excess costs for failure to perform, unless the subcontracted products were obtainable from other sources in sufficient time for the Contractor to meet the required delivery schedule. If, after termination, it is determined that the Contractor was not in default, or that the default was excusable, the rights and obligations of the parties shall be the same as if the termination had been issued for the convenience of the Customer. The rights and remedies of the Customer in this clause are in addition to any other rights and remedies provided by law or under the Contract. 24. Force Majeure, Notice of Delay, and No Damages for Delay. The Contractor shall not be responsible for delay resulting from its failure to perform if neither the fault nor the negligence of the Contractor or its employees or agents contributed to the delay and the delay is due directly to acts of God, wars, acts of public enemies, strikes, fires, floods, or other similar cause wholly beyond the Contractor's control, or for any of the foregoing that affect subcontractors or suppliers if no alternate source of supply is available to the Contractor. In case of any delay the Contractor believes is excusable, the Contractor shall notify the Customer in writing of the delay or potential delay and describe the cause of the delay either (1) within ten (10) days after the cause that creates or will create the delay first arose, if the Contractor could reasonably foresee that a delay could occur as a result, or (2) if delay is not reasonably foreseeable, within five (5) days after the date the Contractor first had reason to believe that a delay could result. THE Page 23 of 30 Page 668 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services FOREGOING SHALL CONSTITUTE THE CONTRACTOR'S SOLE REMEDY OR EXCUSE WITH RESPECT TO DELAY. Providing notice in strict accordance with this paragraph is a condition precedent to such remedy. No claim for damages, other than for an extension of time, shall be asserted against the Customer. The Contractor shall not be entitled to an increase in the Contract price or payment of any kind from the Customer for direct, indirect, consequential, impact or other costs, expenses or damages, including but not limited to costs of acceleration or inefficiency, arising because of delay, disruption, interference, or hindrance from any cause whatsoever. If performance is suspended or delayed, in whole or in part, due to any of the causes described in this paragraph, after the causes have ceased to exist the Contractor shall perform at no increased cost, unless the Customer determines, in its sole discretion, that the delay will significantly impair the value of the Contract to the State or to Customers, in which case the Customer may (1) accept allocated performance or deliveries from the Contractor, provided that the Contractor grants preferential treatment to Customers with respect to products subjected to allocation, or (2) purchase from other sources (without recourse to and by the Contractor for the related costs and expenses) to replace all or part of the products that are the subject of the delay, which purchases may be deducted from the Contract quantity, or (3) terminate the Contract in whole or in part. 25. Changes. The Customer may unilaterally require, by written order, changes altering, adding to, or deducting from the Contract specifications, provided that such changes are within the general scope of the Contract. The Customer may make an equitable adjustment in the Contract price or delivery date if the change affects the cost or time of performance. Such equitable adjustments require the written consent of the Contractor, which shall not be unreasonably withheld. If unusual quantity requirements arise, the Customer may solicit separate bids to satisfy them. 26. Renewal. Upon mutual agreement, the Customer and the Contractor may renew the Contract, in whole or in part, for a period that may not exceed 3 years or the term of the contract, whichever period is longer. Any renewal shall specify the renewal price, as set forth in the solicitation response. The renewal must be in writing and signed by both parties, and is contingent upon satisfactory performance evaluations and subject to availability of funds. 27. Purchase Order Duration. Purchase orders issued pursuant to a state term or agency contract must be received by the Contractor no later than close of business on the last day of the contract's term to be considered timely. The Contractor is obliged to fill those orders in accordance with the contract's terms and conditions. Purchase orders received by the contractor after close of business on the last day of the state term or agency contract's term shall be considered void. Purchase orders for a one-time delivery of commodities or performance of contractual services shall be valid through the performance by the Contractor, and all terms and conditions of the Page 24 of 30 Page 669 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services state term or agency contract shall apply to the single delivery/performance, and shall survive the termination of the Contract. Contractors are required to accept purchase orders specifying delivery schedules exceeding the contracted schedule even when such extended delivery will occur after expiration of the state term or agency contract. For example, if a state term contract calls for delivery 30 days after receipt of order (ARO), and an order specifies delivery will occur both in excess of 30 days ARO and after expiration of the state term contract, the Contractor will accept the order. However, if the Contractor expressly and in writing notifies the ordering office within ten (10) calendar days of receipt of the purchase order that Contractor will not accept the extended delivery terms beyond the expiration of the state term contract, then the purchase order will either be amended in writing by the ordering entity within ten (10) calendar days of receipt of the contractor's notice to reflect the state term contract delivery schedule, or it shall be considered withdrawn. The duration of purchase orders for recurring deliveries of commodities or performance of services shall not exceed the expiration of the state term or agency contract by more than twelve months. However, if an extended pricing plan offered in the state term or agency contract is selected by the ordering entity, the contract terms on pricing plans and renewals shall govern the maximum duration of purchase orders reflecting such pricing plans and renewals. Timely purchase orders shall be valid through their specified term and performance by the Contractor, and all terms and conditions of the state term or agency contract shall apply to the recurring delivery/performance as provided herein, and shall survive the termination of the Contract. Ordering offices shall not renew a purchase order issued pursuant to a state term or agency contract if the underlying contract expires prior to the effective date of the renewal. 28. Advertising. Subject to Chapter 119, Florida Statutes, the Contractor shall not publicly disseminate any information concerning the Contract without prior written approval from the Customer, including, but not limited to mentioning the Contract in a press release or other promotional material, identifying the Customer or the State as a reference, or otherwise linking the Contractor's name and either a description of the Contract or the name of the State or the Customer in any material published, either in print or electronically, to any entity that is not a party to Contract, except potential or actual authorized distributors, dealers, resellers, or service representative. 29. Assignment. The Contractor shall not sell, assign or transfer any of its rights, duties or obligations under the Contract, or under any purchase order issued pursuant to the Contract, without the prior written consent of the Customer. In the event of any assignment, the Contractor remains secondarily liable for performance of the contract, unless the Customer Page 25 of 30 Page 670 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services expressly waives such secondary liability. The Customer may assign the Contract with prior written notice to Contractor of its intent to do so. 30. Antitrust Assignment. The Contractor and the State of Florida recognize that in actual economic practice, overcharges resulting from antitrust violations are in fact usually borne by the State of Florida. Therefore, the contractor hereby assigns to the State of Florida any and all claims for such overcharges as to goods, materials or services purchased in connection with the Contract. 31. Dispute Resolution. Any dispute concerning performance of the Contract shall be decided by the Customer's designated contract manager, who shall reduce the decision to writing and serve a copy on the Contractor. The decision shall be final and conclusive unless within twenty one (21) days from the date of receipt, the Contractor files with the Customer a petition for administrative hearing. The Customer's decision on the petition shall be final, subject to the Contractor's right to review pursuant to Chapter 120 of the Florida Statutes. Exhaustion of administrative remedies is an absolute condition precedent to the Contractor's ability to pursue any other form of dispute resolution; provided, however, that the parties may employ the alternative dispute resolution procedures outlined in Chapter 120. Without limiting the foregoing, the exclusive venue of any legal or equitable action that arises out of or relates to the Contract shall be the appropriate state court in Leon County, Florida; in any such action, Florida law shall apply and the parties waive any right to jury trial. 32. Employees, Subcontractors, and Agents. All Contractor employees, subcontractors, or agents performing work under the Contract shall be properly trained technicians who meet or exceed any specified training qualifications. Upon request, Contractor shall furnish a copy of technical certification or other proof of qualification. All employees, subcontractors, or agents performing work under the Contract must comply with all security and administrative requirements of the Customer and shall comply with all controlling laws and regulations relevant to the services they are providing under the Contract. The State may conduct, and the Contractor shall cooperate in, a security background check or otherwise assess any employee, subcontractor, or agent furnished by the Contractor. The State may refuse access to, or require replacement of, any personnel for cause, including, but not limited to, technical or training qualifications, quality of work, change in security status, or non-compliance with a Customer's security or other requirements. Such approval shall not relieve the Contractor of its obligation to perform all work in compliance with the Contract. The State may reject and bar from any facility for cause any of the Contractor's employees, subcontractors, or agents. 33. Security and Confidentiality. The Contractor shall comply fully with all security procedures of the United States, State of Florida and Customer in performance of the Contract. The Contractor shall not divulge to third parties any confidential information obtained by the Contractor or its agents, distributors, resellers, subcontractors, officers or employees in the Page 26 of 30 Page 671 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services course of performing Contract work, including, but not limited to, security procedures, business operations information, or commercial proprietary information in the possession of the State or Customer. The Contractor shall not be required to keep confidential information or material that is publicly available through no fault of the Contractor, material that the Contractor developed independently without relying on the State's or Customer's confidential information, or material that is otherwise obtainable under State law as a public record. To insure confidentiality, the Contractor shall take appropriate steps as to its personnel, agents, and subcontractors. The warranties of this paragraph shall survive the Contract. 34. Contractor Employees, Subcontractors, and Other Agents. The Customer and the State shall take all actions necessary to ensure that Contractor's employees, subcontractors and other agents are not employees of the State of Florida. Such actions include, but are not limited to, ensuring that Contractor's employees, subcontractors, and other agents receive benefits and necessary insurance (health, workers' compensations, and unemployment) from an employer other than the State of Florida. 35. Insurance Requirements. During the Contract term, the Contractor at its sole expense shall provide commercial insurance of such a type and with such terms and limits as may be reasonably associated with the Contract. Providing and maintaining adequate insurance coverage is a material obligation of the Contractor. Upon request, the Contractor shall provide certificate of insurance. The limits of coverage under each policy maintained by the Contractor shall not be interpreted as limiting the Contractor's liability and obligations under the Contract. All insurance policies shall be through insurers authorized or eligible to write policies in Florida. 36. Warranty of Authority. Each person signing the Contract warrants that he or she is duly authorized to do so and to bind the respective party to the Contract. 37. Warranty of Ability to Perform. The Contractor warrants that, to the best of its knowledge, there is no pending or threatened action, proceeding, or investigation, or any other legal or financial condition, that would in any way prohibit, restrain, or diminish the Contractor's ability to satisfy its Contract obligations. The Contractor warrants that neither it nor any affiliate is currently on the convicted vendor list maintained pursuant to section 287.133 of the Florida Statutes, or on any similar list maintained by any other state or the federal government. The Contractor shall immediately notify the Customer in writing if its ability to perform is compromised in any manner during the term of the Contract. 38. Notices. All notices required under the Contract shall be delivered by certified mail, return receipt requested, by reputable air courier service, or by personal delivery to the agency designee identified in the original solicitation, or as otherwise identified by the Customer. Notices to the Contractor shall be delivered to the person who signs the Contract. Either designated recipient may notify the other, in writing, if someone else is designated to receive notice. Page 27 of 30 Page 672 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services 39. Leases and Installment Purchases. Prior approval of the Chief Financial Officer (as defined in Section 17.001, F.S.) is required for State agencies to enter into or to extend any lease or installment-purchase agreement in excess of the Category Two amount established by section 287.017 of the Florida Statutes. 40. Prison Rehabilitative Industries and Diversified Enterprises, Inc. (PRIDE). Section 946.515(2), F.S. requires the following statement to be included in the solicitation: "It is expressly understood and agreed that any articles which are the subject of, or required to carry out, the Contract shall be purchased from the corporation identified under Chapter 946 of the Florida Statutes (PRIDE) in the same manner and under the same procedures set forth in section 946.515(2) and (4) of the Florida Statutes; and for purposes of the Contract the person, firm, or other business entity carrying out the provisions of the Contract shall be deemed to be substituted for the agency insofar as dealings with such corporation are concerned." Additional information about PRIDE and the products it offers is available at http://www.pridefl.com. 41. Products Available from the Blind or Other Handicapped. Section 413.036(3), F.S. requires the following statement to be included in the solicitation: "It is expressly understood and agreed that any articles that are the subject of, or required to carry out, this contract shall be purchased from a nonprofit agency for the Blind or for the Severely Handicapped that is qualified pursuant to Chapter 413, Florida Statutes, in the same manner and under the same procedures set forth in section 413.036(1) and (2), Florida Statutes; and for purposes of this contract the person, firm, or other business entity carrying out the provisions of this contract shall be deemed to be substituted for the State agency insofar as dealings with such qualified nonprofit agency are concerned." Additional information about the designated nonprofit agency and the products it offers is available at http://www.respectofflorida.org. 42. Modification of Terms. The Contract contains all the terms and conditions agreed upon by the parties, which terms and conditions shall govern all transactions between the Customer and the Contractor. The Contract may only be modified or amended upon mutual written agreement of the Customer and the Contractor. No oral agreements or representations shall be valid or binding upon the Customer or the Contractor. No alteration or modification of the Contract terms, including substitution of product, shall be valid or binding against the Customer. The Contractor may not unilaterally modify the terms of the Contract by affixing additional terms to product upon delivery (e.g., attachment or inclusion of standard preprinted forms, product literature, "shrink wrap" terms accompanying or affixed to a product, whether written or electronic) or by incorporating such terms onto the Contractor's order or fiscal forms or other documents forwarded by the Contractor for payment. The Customer's acceptance of product or processing of documentation on forms furnished by the Contractor for approval or payment shall not constitute acceptance of the proposed modification to terms and conditions. Page 28 of 30 Page 673 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services 43. Cooperative Purchasing. Pursuant to their own governing laws, and subject to the agreement of the Contractor, other entities may be permitted to make purchases at the terms and conditions contained herein. Non-Customer purchases are independent of the agreement between Customer and Contractor, and Customer shall not be a party to any transaction between the Contractor and any other purchaser. State agencies wishing to make purchases from this agreement are required to follow the provisions of s. 287.042(16)(a), F.S. This statute requires the Department of Management Services to determine that the requestor's use of the contract is cost-effective and in the best interest of the State. 44. Waiver. The delay or failure by the Customer to exercise or enforce any of its rights under this Contract shall not constitute or be deemed a waiver of the Customer's right thereafter to enforce those rights, nor shall any single or partial exercise of any such right preclude any other or further exercise thereof or the exercise of any other right. 45. Annual Appropriations. The State's performance and obligation to pay under this contract are contingent upon an annual appropriation by the Legislature. 46. Execution in Counterparts. The Contract may be executed in counterparts, each of which shall be an original and all of which shall constitute but one and the same instrument. 47. Severability. If a court deems any provision of the Contract void or unenforceable, that provision shall be enforced only to the extent that it is not in violation of law or is not otherwise unenforceable and all other provisions shall remain in full force and effect. Page 29 of 30 Page 674 of 1324 State Term Contract No. 43230000-15-02 Licensing Solutions Providers of Microsoft Software and Services EXHIBIT C: CONTRACT FORMS Forms included in this Contract: • Quarterly Reporting (Excel File) • Contact Information Worksheet • Ordering Instructions • Savings / Price Reductions • Preferred Pricing Affidavit • Product Update (Excel File) Quarterly Report (Excel file) 3 3� Quarterly Report Form.xlsx Contractor Information Worksheet A Contractor Informati on Worksheet.doc Ordering Instructions 14 r Ordering Instructions.doc Savings / Price Reductions A Savings-Reduction Verification.doc Preferred Pricing Affidavit r ;; Preferred Pricing Affidavit.docx Product Update 3 3� Product Update Form.xls Page 30 of 30 Page 675 of 1324 FLORIDA DEPARTMENT of MANAGEMENT SERVICES "Lill MUM 3t Cal t"C"k We serve those who serve Florida Invitation to Negotiate For Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Florida Department of Management Services ITN Issue Date: December 17, 2014 Replies Due: February 17, 2015 2:00 p.m. Eastern Time Page 676 of 1324 Contents 1 Introduction............................................................................................................................ 8 1.1 Objective........................................................................................................................... 8 1.2 Term.................................................................................................................................. 8 1.3 Single Award..................................................................................................................... 8 1.4 Definitions ......................................................................................................................... 9 1.4.1 Catalog ......................................................................................................................... 9 1.4.2 Contract........................................................................................................................ 9 1.4.3 Contract Administrator .................................................................................................. 9 1.4.4 Contractor(s)................................................................................................................. 9 1.4.5 Customer...................................................................................................................... 9 1.4.6 Eligible User.................................................................................................................. 9 1.4.7 Enrollment for Education Solutions (EES)..................................................................... 9 1.4.8 Enterprise ..................................................................................................................... 9 1.4.9 Estimated Reference Price (ERP)................................................................................10 1.4.10 Error Corrections..........................................................................................................10 1.4.11 Florida Price.................................................................................................................10 1.4.121-icensed Software .......................................................................................................10 1.4.131-icensee ......................................................................................................................10 1.4.141-icensing Solutions Provider (LSP)..............................................................................10 1.4.15Master Business Agreement (MBA) .............................................................................11 1.4.16Microsoft Cloud Solutions ............................................................................................11 1.4.17Microsoft Core Competencies......................................................................................11 1.4.18Microsoft Enterprise Agreement (EA)...........................................................................11 1.4.19Microsoft Enterprise License........................................................................................11 1.4.20Other Eligible User (OEU)............................................................................................11 1.4.21 Software licenses, maintenance and services..............................................................11 1.4.22 Respondent .................................................................................................................11 1.4.23 Responsible Vendor.....................................................................................................11 1.4.24 Responsive Vendor......................................................................................................11 1.4.25Select Plus Agreement.................................................................................................12 Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 2 of 74 Page 677 of 1324 1.4.26Software.......................................................................................................................12 1.4.27Software Assurance (SA).............................................................................................12 1.4.28State............................................................................................................................12 1.4.29State Purchasing..........................................................................................................12 1.4.30Value-added Services..................................................................................................12 1.4.31 Vendor(s).....................................................................................................................12 1.5 Commodity Codes............................................................................................................12 1.6 Special Accommodations .................................................................................................13 1.7 Procurement Officer.........................................................................................................13 1.7.1 The Procurement Officer for this solicitation is: ............................................................13 1.8 Submitting Questions .......................................................................................................13 1.9 Limit on Contact Reminder...............................................................................................13 1.10 Supporting Documentation...............................................................................................14 1.11 Must, Shall and Will..........................................................................................................14 2 The Solicitation .....................................................................................................................15 2.1 Governance......................................................................................................................15 2.1.1 The Solicitation Statuses..............................................................................................15 2.1.2 Solicitation in Preview Status.......................................................................................15 2.1.3 Solicitation in Open Status...........................................................................................15 2.1.4 Phases of the ITN Process ..........................................................................................15 2.2 Timeline of Events............................................................................................................16 2.3 Public Meetings During the Solicitation.............................................................................17 2.4 Question Submission Period ............................................................................................18 2.5 Question and Answer (Q&A) Addendum ..........................................................................18 2.6 Additional Addenda..........................................................................................................18 2.7 Contract Formation...........................................................................................................18 2.8 Reply Contents.................................................................................................................19 2.9 Documentation.................................................................................................................19 2.10 Replacement or Withdrawal of Reply to a Solicitation.......................................................19 2.11 Diversity ...........................................................................................................................19 3 General (PUR 1001) and Special Instructions to Respondents .............................................20 Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 3 of 74 Page 678 of 1324 3.1 General (PUR 1001) Instructions......................................................................................20 3.2 Special Instructions..........................................................................................................20 3.2.1 MFMP Registration ......................................................................................................20 3.2.2 Sourcing Tips and Training ..........................................................................................21 3.2.3 Training........................................................................................................................22 3.3 Who May Respond...........................................................................................................23 3.4 How to Submit a Reply.....................................................................................................23 3.5 Additional Information.......................................................................................................23 3.6 Alternate Reply.................................................................................................................23 4 Vendor Submission ..........................................................................................................24 4.1 Qualification Questions.....................................................................................................24 4.2 Vendor Price Sheets ........................................................................................................25 4.3 Documentation.................................................................................................................25 4.3.1 Reply Format...............................................................................................................26 4.4 Contents of Reply.............................................................................................................26 4.4.1 Technical Information...................................................................................................27 4.4.2 Other Required Documentation....................................................................................35 4.5 Vendor Reply Upload .......................................................................................................36 4.5.1 Upload Tab 1, Company Information reply...................................................................36 4.5.2 Upload Tab 2, Experience and Ability reply..................................................................36 4.5.3 Upload Tab 2, Experience and Ability reply..................................................................36 4.5.4 Upload Tab 3, References/Past Performance reply .....................................................36 4.5.5 Upload Tab 4, Disputes reply.......................................................................................36 4.5.6 Upload Tab 5, Financial reply.......................................................................................36 4.5.7 Upload Tab 5, Financial reply, Other Forms.................................................................36 4.5.8 Upload Tab 5, Financial, Other Required Documents ..................................................37 4.5.9 Upload Additional Information ......................................................................................37 4.6 Redacted Submissions.....................................................................................................37 4.6.1 Redacted Copies .........................................................................................................38 4.7 Informational Forms .........................................................................................................38 4.7.1 Vendor Checklist..........................................................................................................38 Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 4 of 74 Page 679 of 1324 4.7.2 Quarterly Reporting Form ............................................................................................38 4.7.3 Product Update Form...................................................................................................38 4.7.4 Sample Contract..........................................................................................................38 4.7.5 Timeline of Events .......................................................................................................38 5 Selection Methodology.....................................................................................................40 5.1 Expertise..........................................................................................................................40 5.2 Capacity...........................................................................................................................40 5.3 Past Performance.............................................................................................................40 5.4 Value-added Services ......................................................................................................40 5.5 Negotiation Phase............................................................................................................40 5.6 Evaluation Criteria Scoring...............................................................................................41 5.7 Basis of Award .................................................................................................................42 5.8 Reply Disqualification.......................................................................................................43 5.9 Identical Evaluations of Replies........................................................................................43 6 General (PUR 1000) and Special Contract Terms and Conditions ...................................44 6.1 PUR1000..........................................................................................................................44 6.2 Special Contract Conditions .............................................................................................44 6.2.1 Electronic Invoice.........................................................................................................44 6.2.2 Catalog Specifications (Services included, if applicable)..............................................45 6.2.3 Purchasing Card Program............................................................................................45 6.2.4 Compliance with Laws .................................................................................................45 6.2.5 Liability and Worker's Compensation Insurance...........................................................45 6.2.6 Detail of Bills................................................................................................................46 6.2.7 Bills for Travel ..............................................................................................................46 6.2.8 Public Records.............................................................................................................46 6.2.9 Intellectual Property .....................................................................................................47 6.10 Preferred Price Affidavit Requirement..........................................................................47 6.11 Employment Verification (E-Verify)...............................................................................47 6.12 Scrutinized Company List ............................................................................................47 6.13 Commitment to Diversity in Government Contracting...................................................48 6.14 Business Review Meetings ..........................................................................................48 Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 5 of 74 Page 680 of 1324 6.15 Ethical Business Practices...........................................................................................48 6.16 Product Variations/Custom Orders...............................................................................48 6.17 Delays and Complaints ................................................................................................49 6.18 Sales and Use Tax.......................................................................................................49 6.19 Insurance, Loss Deductible..........................................................................................49 6.20 Performance and Payment Bonds................................................................................49 6.21 Warranty......................................................................................................................49 6.22 Contract Revisions.......................................................................................................50 6.23 Third Party Audits and Reporting Requirements ..........................................................50 6.24 Financial Consequences..............................................................................................51 7 Statement of Work............................................................................................................52 7.1 Current Microsoft Agreements..........................................................................................52 7.2 In Scope...........................................................................................................................52 7.3 Out of Scope....................................................................................................................53 7.4 Frequently Purchased Software .......................................................................................53 7.5 LSP Competencies...........................................................................................................54 7.6 LSP Responsibilities.........................................................................................................55 7.6.1 Microsoft Licenses and Support Services.....................................................................55 7.6.2 License Management...................................................................................................55 7.6.3 Customer Service ........................................................................................................55 7.6.4 Training and Instruction................................................................................................56 7.7 Contractor Deliverables and Responsibilities....................................................................56 7.7.1 Quotes.........................................................................................................................57 7.7.2 Product Delivery Schedule...........................................................................................57 7.7.3 Freight On Board (F.O.B.) Destination .........................................................................58 7.7.4 Transaction Fee Report ...............................................................................................58 7.8 Product Specifications......................................................................................................58 7.8.1 Product Acceptance.....................................................................................................58 7.9 Technology Upgrades and Additions................................................................................60 7.10 Software Requirements....................................................................................................60 7.10.1 Version ........................................................................................................................60 Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 6 of 74 Page 681 of 1324 7.10.2Software License .........................................................................................................60 7.11 Software Support..............................................................................................................64 7.11.1 Standard Support.........................................................................................................65 7.11.2Optional Support..........................................................................................................65 7.11.3Software Training.........................................................................................................65 7.11.4Value-added Services..................................................................................................66 7.12 License Management.......................................................................................................66 7.13 Pricing and Minimum Orders............................................................................................66 7.13.1 Microsoft's Florida ERP Price List................................................................................66 7.13.2 Pricing..........................................................................................................................67 7.13.3 Discount Rate ..............................................................................................................67 7.13.4Minimum Orders ..........................................................................................................68 7.14 Promotional Pricing ..........................................................................................................68 7.15 Price Adjustments ............................................................................................................68 7.16 New Product Additions.....................................................................................................69 7.17 Product Deletions/Modifications .......................................................................................69 7.18 Reporting .........................................................................................................................70 7.19 Ordering Instructions........................................................................................................71 7.20 Financial and Other Consequences .................................................................................72 7.20.1 Service Level Agreement (SLA) Performance..............................................................72 7.20.21ncorrect Price Quotes .................................................................................................72 7.20.3 Third Party Audit.........................................................................................................72 7.21 Subcontractors.................................................................................................................72 8 Addenda ...............................................................................................................................74 Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 7 of 74 Page 682 of 1324 1 Introduction The State of Florida ("State"), Department of Management Services (DMS or"Department"), invites interested vendors to submit replies to this Invitation to Negotiate (ITN) in accordance with these solicitation documents for the purchase and delivery of Microsoft software licenses, maintenance and services. The purpose of the solicitation is to establish a three year State Term Contract (STC), for use by all State of Florida agencies and Other Eligible Users (OEUs) with potential options for renewals as allowed by Chapter 287, Florida Statutes. Subsection 287.012(28), Florida Statutes, defines STC as "indefinite quantity contracts competitively procured by the Department pursuant to section 287.057, Florida Statutes, available for use by Eligible Users." Information regarding the desired Microsoft software, maintenance, and services can be found in section 5, Selection Methodology, of this solicitation document and in section 7, Statement of Work (SOW). This solicitation will be administered using the Department's e-sourcing tool, MyFloridaMarketPlace (MFMP). Information about submitting a reply can be found in section 3, General and Special Instructions and section 4, Vendor Submission, of this solicitation. Vendors interested in submitting a reply to this solicitation must substantially comply with all of the terms and conditions described within. 1 .1 Objective The goal is to obtain the most cost effective Microsoft software licenses, maintenance and services for the State of Florida. Responsible Vendors must have the capability to provide the Microsoft software licenses, maintenance and services in all respects in accordance with the solicitation documents and to the satisfaction of the Department. The current Microsoft STC (252-001-09-1) has an average annual volume of$47 million dollars for software licenses, maintenance and services provided by a Microsoft approved Licensing Solutions Provider (LSP). Sales volume is for informational purposes only and should not be construed as representing actual, guaranteed, or minimum purchase under any new STC. 1 .2 Term The initial term of the contract will be three years with up to three renewal years. The contract may be renewed for a period that will not exceed the initial contract term, at the renewal pricing or discount rate specified in the contract. The contract term is expected to begin on or about June 1, 2015. 1 .3 Single Award The Department intends to make a statewide award to one Licensing Solutions Provider (LSP). However, the Department reserves the right to award to one or multiple Responsive and Responsible Vendors, as described in section 5, or to make no award, as determined to be in the best interests of the State. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 8 of 74 Page 683 of 1324 1 .4 Definitions In addition to the definitions in the PUR 1000 and 1001, the definitions listed below apply to this solicitation. In case of a conflict between the definitions listed in the PUR documents and the definitions listed below, the definitions listed below will take precedence. 1 .4.1 Catalog A Department approved list of software licenses, maintenance and services or description of services within the scope of the ITN arranged systematically with corresponding Florida Prices. 1 .4.2 Contract The agreement that results from this competitive procurement, if any, between the Department and the Responsive and Responsible Vendor(s) who provides the best value to the State of Florida. (This definition replaces the definition in the PUR 1000.) 1 .4.3 Contract Administrator The DMS Contract Administrator. 1 .4.4 Contractor(s) The responsive and responsible vendor(s) awarded a Contract pursuant to this solicitation. 1 .4.5 Customer Any Eligible User as defined in this solicitation. 1 .4.6 Eligible User As defined in subsection 287.012(l 1), Florida Statutes and Rule 60A-1.005, Florida Administrative Code 1 .4.7 Enrollment for Education Solutions (EES) The Microsoft Volume Licensing Enrollment for Education Solutions (EES) offering, formerly known as the Microsoft Campus Agreement, provides qualified academic customers, of all sizes, a simplified way to acquire Microsoft software and services under a single subscription agreement. The Enrollment for Education Solutions agreement provides assured coverage for desktop platform software licenses, maintenance and services through one annual count of Full-time Equivalent (FTE) employees, the ability to add additional software licenses, maintenance and services as needed, student licensing options, and Software Assurance. 1 .4.8 Enterprise The total business operations in the United States of Eligible User(s) without regard to geographic location where such operations are performed or the entity that is actually performing such operations on behalf of Eligible Users. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 9 of 74 Page 684 of 1324 1 .4.9 Estimated Reference Price (ERP) The price set by Microsoft for Florida Level D (Government) and Florida Level A (Academic). Should Florida's licensing purchases move the state into a different level or different discount rate (based on State of Florida purchases) as defined by Microsoft, the ERP and Florida price is to reflect that change. 1 .4.10 Error Corrections Machine executable software code furnished by the software publisher, which corrects the software so as to conform to the applicable warranties, performance standards and/or obligations of the software publisher. 1 .4.11 Florida Price The ceiling price listed on the Vendor Price Sheet, which is calculated per this solicitation and resulting Contract that can be paid by Customers for Microsoft software licenses, maintenance, and services. 1 .4.12 Licensed Software Software transferred upon the terms and conditions set forth in the Contract. "Licensed Software" includes error corrections, upgrades, enhancements or new releases, and any deliverables due under a maintenance or service contract (e.g., patches, fixes, program temporary fix (PTF), programs, code or data conversion, or custom programming). 1 .4.13 Licensee One or more Eligible Users who acquire licensed software from Contractor by issuing a Purchase Order in accordance with the terms and conditions of the Contract; provided that, for purposes of compliance with an individual license, the term "Licensee" is to be deemed to refer separately to the individual Eligible User who took receipt of and who is executing the software licenses, maintenance and services, and who is to be solely responsible for performance and liabilities incurred. In the case of acquisitions by State Agencies, the Licensee is to be the State of Florida. 1 .4.14 Licensing Solutions Provider (LSP) Approved by Microsoft to provide licensing expertise to enable cost-effective solutions for applicable devices using both on-premises and cloud based software licenses, maintenance and services. For this solicitation, the LSP model will follow the indirect pricing and billing model such that Microsoft provides pricing to the LSP and the LSP sets the customer purchase price. The customer places orders and remits payment to the LSP. In addition to qualifying as a Microsoft LSP, LSPs have at least five years' experience providing the software licenses, maintenance and services described in this solicitation to other government entities similar in size and buying power to Florida from October 1, 2009 to the present. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 10 of 74 Page 685 of 1324 1 .4.15 Master Business Agreement (MBA) The overarching agreement that is established by Microsoft with the State of Florida under which all Microsoft licensing agreements are established. 1 .4.16 Microsoft Cloud Solutions Software and platforms that are sold "as a service" and are accessed remotely through the internet. Examples of Microsoft cloud solutions include, but are not limited to, Office 365, Azure, Microsoft Dynamics, Windows Intune, and Microsoft Cloud OS. 1 .4.17 Microsoft Core Competencies Competency standards Microsoft uses to rate the capability, expertise and commitment of entities, including LSPs. Microsoft Silver competencies represent consistent capability, expertise and commitment while Gold competencies demonstrate best-in-class capability within a specific Microsoft solution area. 1 .4.18 Microsoft Enterprise Agreement (EA) Allows government organizations with more than 250 personal computers, devices and/or users to license Microsoft software and cloud services over a three-year period at the best available pricing. 1 .4.19 Microsoft Enterprise License A license grant of unlimited rights to deploy, access, use, and execute Software licenses, maintenance and services anywhere within the Enterprise up to the maximum capacity stated on the Purchase Order or in the Contract. 1 .4.20 Other Eligible User (OEU) Eligible Users who are not state agencies. 1 .4.21 Software licenses, maintenance and services A deliverable under any solicitation or contract, which may include commodities, services, and/or technology. The term "Software licenses, maintenance and services" includes Licensed Software. 1 .4.22 Respondent A vendor/company that submits a reply to this solicitation. 1 .4.23 Responsible Vendor As defined in subsection 287.012(25), Florida Statute. A vendor who has the capability, in all respects, to fully perform the Contract requirements and the integrity and reliability that will assure good faith performance. 1 .4.24 Responsive Vendor As defined in subsection 287.012(27), Florida Statute. A vendor that has submitted a reply that conforms in all material respects to the solicitation. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 11 of 74 Page 686 of 1324 1 .4.25 Select Plus Agreement A single, organization-wide agreement for volume licensing that supports both centralized and decentralized purchasing of Licensed Software on an as-needed basis. 1 .4.26 Software A generic term for organized collections of computer data and instructions, often broken into two major categories: system software that provides the basic non-task- specific functions of the computer, and application software, which is used by users to accomplish specific tasks. 1 .4.27 Software Assurance (SA) The provision of 247 support, deployment planning services, end-user and technical training, and the latest software releases. Software Assurance must be made available to Customers by the Contractor; however, the purchase of SA is an option. 1 .4.28 State The State of Florida. 1 .4.29 State Purchasing The division within the Department responsible for administration of this solicitation and will be responsible for day-to-day administration of the Contract. 1 .4.30 Value-added Services Non-core services offered to enhance a vendor's proposed offer. These services are to provide direct enhancement to Microsoft software licenses, maintenance and services and may or may not include a charge. 1 .4.31 Vendor(s) The entity or entities capable, authorized to provide, and in the business of providing a commodity or contractual service as described within this solicitation. 1 .5 Commodity Codes Applicable commodity codes for this solicitation are as follows: UNSPSC Codes: • 43230000 Software • 43231500 Business function specific software • 43231507 Project management software • 43231513 Office suite software • 43232300 Data management and query software • 43232400 Development software Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 12 of 74 Page 687 of 1324 • 43232500 Educational or reference software • 43232700 Network application software • 43232701 Application server software • 43232705 Internet browser software • 43232800 Network management software • 43232900 Networking software • 43233004 Operating system software • 43233400 Utility and device driver software 1 .6 Special Accommodations Any person requiring a special accommodation due to a disability should contact the Department's Americans with Disabilities Act (ADA) Coordinator, at (850) 922-7535. Requests for accommodation for meetings must be made at least five workdays prior to the meeting. A person who is hearing or speech impaired can contact the ADA Coordinator by using the Florida Relay Service at (800) 955-8771 (TDD). 1 .7 Procurement Officer The person named below is the Procurement Officer issuing the above listed solicitation. The Procurement Officer is the sole point of contact for information regarding this solicitation from the date of release of the solicitation until the contract award is made and announced in the Vendor Bid System (VBS). 1 .7.1 The Procurement Officer for this solicitation is: Mina Barekat Associate Category Manager Division of State Purchasing Florida Department of Management Services 4050 Esplanade Way, Suite 360, Tallahassee, FL 32399-0950 Phone:850-488-1985 Email: Mina.Barekatp_dms.myflorida.com 1 .8 Submitting Questions All questions regarding the content of this solicitation must be submitted in accordance with section 5 of the PUR 1001 form, which is incorporated into this solicitation by reference in section 3 of the solicitation. Instructions for submitting questions can be found in section 2.4 of this solicitation. 1 .9 Limit on Contact Reminder As a reminder, section 21 of the PUR 1001 form is incorporated into this solicitation by reference in section 3 of the solicitation, please note: Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 13 of 74 Page 688 of 1324 "Respondents to this solicitation or persons acting on their behalf may not contact, between the release of the solicitation and the end of the 72-hour period following the agency posting the notice of intended award, excluding Saturdays, Sundays, and state holidays, any employee or officer of the executive or legislative branch concerning any aspect of this solicitation, except in writing to the procurement officer or as provided in the solicitation documents. Violation of this provision may be grounds for rejecting a reply." 1 .10 Supporting Documentation All supporting documentation is to be included as part of the Respondent's reply. Failure to provide all supporting documentation may result in the rejection of the reply. 1 .11 Must, Shall and Will Although this ITN uses terms such as "must', "shall", and "will" and defines certain items as requirements, the Department reserves the right, in its discretion, to waive any minor irregularity, technicality, or omission if the Department determines that it is in the best interest of the State to do so. However, failure to provide requested information may result in the rejection of a reply. There is no guarantee that the Department will waive an omission or deviation, or that any Vendor with a reply containing a deviation or omission will advance to the negotiation stage of this procurement. The Department may reject any reply not submitted in the manner specified by this solicitation. THE REMAINDER OF THIS PAGE IS INTENTIONALLY LEFT BLANK Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 14 of 74 Page 689 of 1324 2 The Solicitation 2.1 Governance The solicitation is governed by Chapter 287, Florida Statutes, and Rule 60.A-1, Florida Administrative Code. The Department posts solicitations on the Vendor Bid System (VBS) to initiate the process. Replies to the solicitation from the Responsive and Responsible vendors will be evaluated against the Selection Methodology found in section 5. The solicitation has the following statuses and phases: 2.1 .1 The Solicitation Statuses A solicitation formally begins when the Department posts a Notice of Solicitation in the VBS. The VBS is the State of Florida's system of record, and all competitive solicitations are posted there. Generally, the Notice of Solicitation posted in VBS consists of the solicitation number and name, as well as instructions for responding to the solicitation. Solicitations conducted in MFMP can exist in two statuses: • Preview • Open 2.1 .2 Solicitation in Preview Status An ITN published in MFMP is initially in Preview Status. When a solicitation is in Preview Status, potential Respondents and the general public can view and download all the information related to a particular solicitation. Vendors who are registered with MFMP are able to submit questions using MFMP's Messaging tab. The Department will answer all questions submitted through the MFMP Messaging system in a formal Question and Answer Addendum as described in subsection 2.5. A solicitation remains in Preview Status until the Question and Answer Addendum is issued. 2.1 .3 Solicitation in Open Status Once the Question and Answer Addendum is issued, a solicitation enters Open Status. When a solicitation is in Open Status, all vendors who are registered with MFMP may submit replies until the Reply Due Date listed in the Timeline of Events, subsection 2.2. 2.1 .4 Phases of the ITN Process The ITN process is divided into two phases. The Evaluation Phase involves the Department's initial evaluation of replies. During the Evaluation Phase, all responsive replies will be evaluated against the evaluation criteria set forth in this ITN to establish a competitive range of replies reasonably susceptible of award. The Department will Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 15 of 74 Page 690 of 1324 then select one or more Respondents within the competitive range with which to commence negotiations. The Negotiation Phase involves negotiations with the selected Respondent(s). During the Negotiation Phase, the Department may request revised replies and/or best and final offers based on the negotiations. Following negotiations, the Department will post a notice of intended contract award, identifying the Responsive and Responsible Respondent(s) that provides the best value to the state. 2.2 Timeline of Events Respondents should become familiar with the Timeline of Events. A copy of the Timeline of Events is available for download in subsection 4.7.5. The dates and times within the Timeline of Events may be subject to change. All changes to the Timeline of Events will be through an Addendum to the solicitation posted to the VBS and added to the solicitation in MFMP. It is the responsibility of the Respondent to check for any changes in both locations. m Solicitations Notification posted in the VBS 12/17/2014 Solicitation Opens in MFMP in Preview Mode Public Meeting: Pre-Reply Conference and MFMP Training Non-Mandatory for Respondents 2:00 p.m. 01/09/2015 Betty Easley Conference Center 4050 Esplanade Way, room 101 Tallahassee, FL 32399 Last day to register as a new MFMP vendor and join the event before question submission 2:00 p.m. 01/16/2015 deadline. Question Submission Deadline 2:00 p.m. 01/20/2015 Anticipated Date of Questions and Answers 02/03/2015 Addendum Respondents May Begin Submitting Replies 2:00 p.m. 02/03/2015 Last day to register as a new MFMP vendor and 2:00 p.m. 02/20/2015 join the event before replies are due. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 16 of 74 Page 691 of 1324 m Replies Due in MFMP Sourcing 2:00 p.m. 02/24/2015 Public Meeting: Reply Opening Non-Mandatory for Respondents 2:01 p.m. 02/24/2015 4050 Esplanade;Way, room 335K Tallahassee, FL 32399 Public Meeting: Evaluation Team Recommendation to Stage 2, Negotiations Non-Mandatory for Respondents 2:30 p.m. 03/11/2015 4050 Esplanade Way, room 101 Tallahassee, FL 32399 Anticipated posting of negotiation vendors 03/25/2015 Negotiation Sessions 04/01/2015—04/17/2015 Public Meeting: Negotiation Team Recommendation to Award Non-Mandatory for Respondents 2:00 p.m. 04/29/2015 4050 Esplanade Way, room 101 Tallahassee, FL 32399 Anticipated date to post Notice of Intent to Award. On or about 05/13/2015 Anticipated Contract Start Date On or about 06/01/2015 All Events following the Reply Opening are anticipated and subject to change in time, date, and location. Activities during the Evaluation Phase may alter the Timeline of Events. The Department will update the Timeline of Events in an Addendum if any changes occur. 2.3 Public Meetings During the Solicitation The Department may conduct Public Meetings. Members of the general public, current vendors, potential vendors, and interested persons are invited to attend any Public Meeting. Anyone attending these meetings is requested, but not obligated, to register their attendance in a means provided by the Department at the time and location of the meeting. Each public meeting will be held according to the Timeline of Events, subsection 2.2. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 17 of 74 Page 692 of 1324 2.4 Question Submission Period The Department invites interested and registered vendors to submit questions regarding the solicitation through the MFMP "Messaging" tab (referred to as the "Q&A Board" in PUR 1001) during the defined Question Submission Period. The Question Submission Period begins in MFMP when the Department publishes a solicitation and closes according to the Timeline of Events, subsection 2.2 of this solicitation. The purpose of this Question Submission Period is to assist the Department in "...assuring the vendor's full understanding of the solicitation requirements" in accordance with subsection 287.057(2), Florida Statutes, by providing registered vendors with written binding answers to questions about the solicitation. In order to submit a question, vendors must be registered in MFMP and able to access the `Messages' tab in the solicitation dashboard per the PUR 1001 Form incorporated into this solicitation by reference in section 3 of the solicitation. Questions must be submitted via the Q&A Board within MFMP and must be received no later than the time and date reflected on the Timeline. Questions are to be answered in accordance with the Timeline. All questions submitted is to be published and answered in a manner that all respondents will be able to view. Respondents are not to contact any other employee of the Buyer or the State for information with respect to this solicitation. Each respondent is responsible for monitoring the MFMP site for new or changing information. The Department shall not be bound by any verbal information or by any written information that is not contained within the solicitation documents or formally noticed and issued by the Department's contracting personnel. 2.5 Question and Answer (Q&A) Addendum The Department will issue an addendum containing the questions submitted by registered vendors and the written binding answers of the Department. This addendum will be issued according to the Timeline of Events, subsection 2.2. 2.6 Additional Addenda The Department reserves the right to modify this solicitation by issuing additional addenda. Addenda may modify any aspect of this solicitation. Any addenda issued will be posted on the VBS and within MFMP. It is the vendor's responsibility to check for any changes to a solicitation prior to submitting a reply. 2.7 Contract Formation The Department intends to enter into a Contract with the awarded vendor(s) pursuant to the Selection Methodology in section 5. The Contract will be composed of the following: • Contract Cover Sheet Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 18 of 74 Page 693 of 1324 • Special Contract Terms and Conditions • General Contract Conditions • Statement of Work (SOW) • Vendor Price Sheets • Contract Forms • Other Documentation (as required) A vendor's reply to this solicitation is its agreement to and waiver of any objections, not already waived by lack of timely proper petition under paragraph 120.57(3)(b), Florida Statutes, regarding the General and Special Contract Terms and Conditions and to the SOW. 2.8 Reply Contents The Respondent reply is to be organized as directed in subsection 4.4 of this solicitation. Respondents are to complete each section entirely or the Respondent may be deemed nonresponsive. 2.9 Documentation All documentation supplied by a vendor as part of its sealed reply to this solicitation becomes the exclusive property of the Department upon the Reply Opening listed in the Timeline of Events, subsection 2.2. 2.10 Replacement or Withdrawal of Reply to a Solicitation A vendor may replace or withdraw a submitted reply to a solicitation at any time prior to the Reply Opening listed in the Timeline of Events, subsection 2.2. See subsection 3.2 for instructions regarding entering and revising replies in MFMP. 2.11 Diversity The Department is dedicated to fostering the continued development and economic growth of small, minority-, veteran-, and women-owned businesses. Participation of a diverse group of Respondents doing business with the State is central to the Department's effort. To this end, small, minority-, veteran-, and women-owned business enterprises are encouraged to participate in the State's procurement process as both awarded (prime) Respondents and subcontractors under prime contracts. Companies that desire to be certified as a small, minority-, veteran-, or women-owned business can request certification information from the Department's Office of Supplier Diversity, which can be reached by clicking here. THE REMAINDER OF THIS PAGE IS INTENTIONALLY LEFT BLANK Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 19 of 74 Page 694 of 1324 3 General (PUR 1001 ) and Special Instructions to Respondents This section contains the general instructions, special instructions, and helpful information for Respondents. 3.1 General (PUR 1001 ) Instructions General Instructions to Respondents (PUR 1001) is incorporated into this solicitation by reference and may be downloaded and viewed by clicking on the link here: PUR 1001 3.2 Special Instructions This section contains special instructions regarding MFMP vendor registration, sourcing tips and training information, as well as, information regarding who may respond and how to submit a reply. 3.2.1 MFMP Registration In order to submit a question or reply, vendors must have a current vendor registration and be listed as 'active' for "Sourcing Events" within the MFMP Vendor Information Portal (VIP). The VIP can be accessed via this link: https:Hvendor.myfloridamarketplace.com/. The MFMP may be accessed using the following link: https:Hsourcing.myfloridamarketplace.com Registered State of Florida Vendors: Login using your MFMP Vendor Information Portal username and password to view active solicitations. To see other solicitation information, please go to the VBS. Click here to go to VBS. Public Access: If you wish to view active solicitations click the 'Public Access' button. To see other solicitation information, please go to the VBS. Click here to go to VBS. To participate in a solicitation within MFMP, you must be a registered MFMP vendor. If you are not currently registered with MFMP you must: 1. Create an account through the MFMP VIP. 2. Within MFMP -VIP, indicate on the Solicitations page that you wish to participate in electronic solicitations. 3. Within MFMP -VIP, in the Commodity Selections section, select the commodity codes for the goods and services that your business would like to provide to the State. You will not be informed of events for commodities that you do not select here. Please Note that changes made in MFMP - VIP, including new registrations, will take effect the following business day. Click here to register. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 20 of 74 Page 695 of 1324 All Vendors: Vendors must complete their registration at least 48 hours before a reply submission is due. In order to join an event in MFMP and post questions related to the solicitation, Respondent must review and accept the agreement to use MFMP (see tips below). 3.2.2 Sourcing Tips and Training a) After logging into MFMP, "My Events" lists events the Respondent already chose to "Join" (i.e., you intend to submit a formal reply). b) "Public Events" lists those events associated with the Respondent's registered commodity codes listed in their VIP accounts, but the Respondent has not yet "Joined." c) Joining an event moves the event from "Public Events" to "My Events," allows the Respondent to submit questions about the event, and alerts Respondents to any associated updates (e.g., addenda, event edits, etc.). d) Respondents must join an event to submit replies to solicitations. e) To respond to a solicitation, respondents must review and accept the electronic agreement on the "Review and Accept Agreement" page. Click the radio button next to, "I accept the terms of this agreement." The Sourcing acceptance acknowledgement agreement is a general agreement that prospective Respondents accept the broad overall requirements of the solicitation as being focused on the good/service sought, and the general requirements of how the Department seeks delivery of that good/service. It is a preliminary acknowledgement that terms and conditions (T&Cs) are accepted in terms of understanding what the solicitation is calling for, and it is not a legally binding agreement that all T&Cs are accepted as is, without further question, clarification, and negotiations. MFMP will request that the Respondent acknowledge that all T&C generally described are understood, and accepted for purposes of understanding generally what is being solicited. No Respondent is bound to the T&C outlined in the solicitation until the final evaluations, award, and Contract occurs. f) When responding, save work frequently— at intervals less than 20 minutes. MFMP automatically times out after 20 minutes of inactivity. Any unsaved information will be lost when the system times out. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 21 of 74 Page 696 of 1324 g) Clicking the "Save" button within MFMP only saves solicitation replies. h) To transmit replies to the state, Respondents must click "Submit Entire Reply." i) After clicking the "Submit Entire Reply" button, Respondents are responsible to verify and validate any submitted reply in MFMP to assure their replies are accurate and complete prior to the reply closing time. j) Respondents should allow sufficient time, prior to the Solicitation event period closing, to address any errors and resubmit revised replies. k) To validate replies; please do the following before the Solicitation period ends: i. Click the "Reply History" link to confirm that your"submitted" reply is visible, and therefore formally submitted. ii. Confirm that a status of"Accepted" displays next to your submitted reply. iii. Click on the Reference number of your submitted reply to review the submission. iv. Please check the following: L Text boxes — Is your entire answer viewable? L Yes/No questions —Are the displayed answers correct? L Attachments —Will attachments open and are the documents viewable, complete and the correct one for that attachment request? For questions, please contact the MFMP Customer Service Desk at 1-866-352-3776 or email vendorhelp(a_myfloridamarketplace.com. The awarded vendor(s)will be required to pay the required transaction fees as specified in section 14 of the PUR 1000, unless an exemption has been requested and approved prior to the award of the contract, pursuant to subsection 287.042(h), Florida Statutes. 3.2.3 Training MFMP offers a vendor training guide on the DMS website at: http://www.dms.myflorida.com/business operations/state purchasing/myfloridamarketpl ace/mfmp vendors/vendor toolkit/mfmp sourcing 3 0 upgrade. Respondents may download the pdf document for review. In addition, MFMP training will be offered to vendors as indicated in subsection 2.2, Timeline of Events. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 22 of 74 Page 697 of 1324 3.3 Who May Respond The Department will evaluate replies from Responsive and Responsible vendors that are LSPs, (as defined in this solicitation), which have been approved by Microsoft as LSPs and have at least five years' experience providing Microsoft software licenses, maintenance and services described in this solicitation to other government entities similar in size and buying power to Florida from October 1, 2009 to the present. Respondents must be able to sell Enterprise Agreements (including EES for academic) and Select Plus licensing agreements. Respondents may not satisfy either the LSP requirement or the volume requirement through association with one or more other LSPs or association with other Responsive and Responsible vendors. In addition, to be eligible for award, a Respondent is to demonstrate the capability to perform a statewide contract in the State of Florida, meet the criteria listed in section 4, section 7, and answer"yes" to all Qualification Questions listed in subsection 4.1 of this solicitation. 3.4 How to Submit a Reply Respondents are to submit their replies electronically via MFMP. The Department will only evaluate replies submitted using MFMP. Respondents are to answer the qualification questions listed in subsection 4.1 in order to be able to submit a reply. Replies that do not contain all of the requested information may be deemed non-responsive. Fancy bindings, colored displays, and promotional material are not desired. The emphasis of each reply is to be on completeness and clarity of content, prepared simply and economically, providing a straightforward, concise delineation of the respondent's capabilities to satisfy the requirements of this ITN. Respondents are responsible for submitting their replies by the date and time specified in the Timeline of Events located in subsection 2.2 of this solicitation. The Department will not consider late replies. 3.5 Additional Information By submitting a reply, the vendor certifies that it agrees to and satisfies all criteria specified in the solicitation. The Department may request, and a Respondent is to provide, supporting information or documentation. Failure to supply supporting information or documentation as requested may result in the vendor being determined to not be a responsive vendor and their replies not being evaluated. 3.6 Alternate Reply Respondent may only submit one reply. Within the reply the Respondent is to submit pricing and discounts as provided in the Vendor Price Sheet. The Department seeks each Respondent's single-best Reply for the State of Florida as outlined in the ITN, specifically section 4, Vendor Submission, and section 7, Statement of Work. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 23 of 74 Page 698 of 1324 4 Vendor Submission Section 4 of this solicitation contains the substance of the requested reply. Although vendors are to read and consider this entire solicitation, responding vendors will submit and provide documentation only as required in this section Respondents are to answer all questions and submit all documentation requested as part of this section, in accordance with the instructions presented for each subsection. 4.1 Qualification Questions Responding vendors shall submit a Yes/No Reply to the following Qualification Questions within MFMP. A responding vendor must meet the qualifications identified and certify their compliance with the requirements in the following Qualification Questions in order to be considered Responsible and Responsive for award. Vendors must answer all qualifying questions truthfully. VENDORS THAT ANSWER `NO' TO ANY OF THE QUALIFICATION QUESTIONS WILL BE CONSIDERED NON-RESPONSIVE AND THEIR REPLIES WILL NOT BE EVALUATED. Does Respondent certify that the person submitting the reply is authorized to submit a reply on behalf of their company? Does the Respondent certify that their company is an authorized LSP for Microsoft software licenses, maintenance and services? Does the Respondent certify that it has at least five years' experience providing Microsoft software licenses, maintenance and services described in this solicitation to other government entities similar in size and buying power to Florida from October 1,; 2009 to the present? Does Respondent certify that it is not a Discriminatory Vendor or Convicted Vendor as defined in sections 7 and 8 of the PUR 1001? Does Respondent certify that it is not on the Suspended / Complaints to Vendor lists? Click on this blink to confirm: lists Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 24 of 74 Page 699 of 1324 Does Respondent certify that it is not on the Scrutinized Companies with Activities in Sudan List or the Scrutinized n Companies with Activities in the Iran Petroleum Energy Sector List pursuant to section 215.473, Florida Statutes? Does Respondent certify its representation that;all the statements contained within section 9 of PUR 1001 (Respondents Representation and Authorization) are true as applied to Respondent? Does the Respondent certify that it will, if awarded, submit to the Department, at least annually, a completed and signed Preferred Pricing Affidavit as outlined in subsection 4.4.1.5 and required by 6.10? Does the Respondent certify that it has an ACTIVE registration with the Florida Department of State, Division of Corporations? 4.2 Vendor Price Sheets Pricing replies (government and academic) are to be organized as directed in in section 4.4.1.5, Vendor Price Sheet Submission. Responding vendors are to submit complete replies as specified in the "Vendor Price Sheet" or the responding vendor may be determined a non- responsive vendor and its reply may not be evaluated. Please attach the Vendor Price Sheet(s) as directed in the "Pricing Reply" link provided in subsection 4.5. In addition to providing the required Reply information within the Vendor Price Sheet, the responding vendor agrees and confirms that they have not altered the information, specifications, and contents of the Vendor Price Sheet, as created by the Department. Any alteration of the Vendor Price Sheet specifications or contents may result in the Respondent not being considered a Responsive Respondent and their replies not being evaluated. Please upload completed Vendor Price Sheet(s) as indicated in subsection 4.5 of this solicitation document. 4.3 Documentation Respondents are to upload an electronic copy of the requested documentation in the following sections. The following conditions apply to each item in this section: • In the case where the Department provides an attachment (i.e. "Download the Worksheet/ Price Sheet/ Form) that is able to be electronically filled in, responding Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 25 of 74 Page 700 of 1324 vendors are to download the attachment, fill it out, and then attach the completed copy in the link provided in section 4.5, Vendor Reply Upload, within MFMP. • In the case of original or signed documentation, responding vendors may attach scanned copies of original documents. • In the case where multiple original or signed items are requested, please combine multiple scanned items into a single PDF attachment. • MFMP accepts files up to 20 Megabytes in size. 4.3.1 Reply Format Respondent is to provide, in subsection 4.5.3, Upload Tab 2, a reply that is specific to section 7 of this ITN. The Respondent is to respond to this section by inserting their reply immediately below the text of each numbered provision and respond to each sub- provision of sections 7.6 to 7.21 with one of the following: a. Agreed Where the term is acceptable as stated. b. Modification Proposed Where Respondent is unable to accept the term as stated but will accept a modification of the term. Respondent must provide: (1) the reason for its inability to accept the term as stated and (2) modified language which would be acceptable. c. Not Agreed Where the term is completely unacceptable to Respondent and no modification is possible. Respondent must state the reason such term is unacceptable. Paragraphs in section 7 identified with a reply of"Modification Proposed" or "Not Agreed" may be discussed during negotiation sessions, if the respondent is promoted during the initial evaluation period to the negotiations stage. The Department reserves the right, but does not intend, to negotiate any other section of the solicitation except for price. However, the Department reserves the right to modify, when in the best interest of the state and within the scope of the ITN, by addition or deletion, terms and conditions during the negotiation process. 4.4 Contents of Reply Respondents are to submit their reply in the following format with all information indicated in each section below. (See subsection 4.5 for upload instructions.) Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 26 of 74 Page 701 of 1324 4.4.1 Technical Information Replies are to be organized in sections as directed below. Respondents are to complete each section entirely or the Respondent may be deemed non-responsive. Submit the following sections of the Reply as a single attachment through the MFMP. The Reply is to be organized as follows: 4.4.1.1 Tab 1 Company Information Tab 1 is to contain the following information: a) Company name and address(es) b) The company's principle place of business c) An executive summary of the reply. (Do not include any pricing information in the executive summary.) d) Contractor Information Worksheet, Attachment 1 Respondent is to submit one completed Attachment 1 with the reply. This form identifies persons responsible for answering questions about the reply and administering the Contract. The Worksheet can be downloaded as indicated below. Respondents are to fill out the Worksheet and upload it at the link provided in subsection 4.5. DOWNLOAD ATTACHMENT 1, THE CONTRACTOR INFORMATION WORKSHEET e) Ordering Instructions, Attachment 2 The Respondent is to submit one completed Attachment 2 with the reply. This form identifies the contact information, phone numbers, remit to address, and any special instructions necessary for Customers to successfully place an order with Respondent. The form can be downloaded below. Respondents are to fill out Attachment 2 and upload it at the link provided in subsection 4.5. DOWNLOAD ATTACHMENT 2, ORDERING INSTRUCTIONS f) Authorization to Do Business in Florida Vendors who wish to conduct business in the State of Florida must be registered with the Florida Department of State, Division of Corporations. Licensing Solutions Providers responding to this solicitation must have an ACTIVE registration listed on the website at www.sunbiz.orq. Active registration must be maintained throughout the term of the Contract. The active registration requirement includes any "doing business as" (dba) fictitious names that the Respondent intends to use in the Contract. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 27 of 74 Page 702 of 1324 g) Capacity The Respondent is to describe their ability to provide Microsoft software products and associated services to all Eligible Users throughout the State of Florida. Respondents are to detail their ability to provide coverage to the various entities throughout the state in the following areas: • Sales of software licenses and maintenance • License management • Customer support • Training Capacity in all of the above areas must cover the entire state. If the Respondent is not able to provide coverage to the entire state on their own, the Respondent is to describe their plan to obtain partners to ensure that the entire state is covered so that all Eligible User can acquire the software and services they require. Scoring of Capacity is outlined in section 5.6 of the solicitation. 4.4.1 .2 Tab 2 Experience and Ability to Provide Microsoft Software Tab 2 is to contain the following information: a) Brief history of the company b) Company's organizational chart Respondent is to provide information regarding their company organization as it pertains to this solicitation (i.e. Contract Manager, Contract Manager's supervisor, support staff for licensing, support staff for services, sales staff, etc.). Respondent is to include the name of the individual filling each of the top level positions and their contact information. c) Prior Work Experience Respondent is to provide information regarding prior work experience with similar contracts or services and must be able to demonstrate that they have operated as a Microsoft LSP, in a government setting, providing Microsoft software and services as defined in subsection 1.4.14 of this solicitation. d) LSP Experience The Respondent must be able to provide documentation that demonstrates Respondent has been certified by Microsoft as a LSP for a minimum of the past five years. The respondent must show that it has experience providing Microsoft software licensing, maintenance and services to government entities in size and buying power to Florida from December 1, 2009 to the present. Experience may be combined from Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 28 of 74 Page 703 of 1324 multiple accounts within that time period. This documentation is in addition to that requested in 4.4.1.2 (f). e) Expertise Respondent's expertise is to be detailed as outlined below and will be evaluated based upon the Respondent's ability to demonstrate those abilities as shown in section 5.6, Evaluation Criteria and Scoring, in the following areas: 1. Knowledge of Microsoft Licensing and Agreements Respondents are to demonstrate a strong knowledge of Microsoft licensing processes and procedures and an ability to explain those processes and procedures in layman's terms so that all Customers will have a clear expectation and understanding. To demonstrate this ability, Respondents are to provide a sample explanation of a standard licensing agreement as part of their reply to this section. Respondent is to provide information to demonstrate their knowledge of Microsoft licensing and the associated agreements (Select Plus, EA, and EES) and their experience in managing these various types of agreements in a government and academic setting. Information may include training completed, Microsoft course certifications, contracts previously managed, documentation of licensing specialists within the Respondent's organization and any other information the Respondent deems necessary to fully demonstrate their ability to provide information to Customers regarding the various types of Microsoft licenses in a clear and concise manner. 2. Microsoft Core Competencies, Attachment 3 Respondent is to download and submit a completed Attachment 3 and provide supporting documentation as identified in section 7.5, LSP Competencies. Download Attachment 3, Microsoft Core Competency Checklist 3. Knowledge of Government and Agencies Respondent is to document their clear understanding of government purchasing processes and lead time requirements based on their prior experience with similar size government entities and detail their ability to provide Microsoft software licenses and associated services to Florida government and academic entities. Documentation is to demonstrate that Respondent is fully capable of working with all Eligible Users, which are made up of various sizes, requirements, and purchasing needs (centralized and decentralized purchasing procedures). Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 29 of 74 Page 704 of 1324 4. License Management Respondent is to document their detailed proposed plan for managing all Microsoft software licenses sold under the Contract as described in section 7.6.2, License Management. 5. Subject Matter Experience Respondent is to provide documentation to demonstrate that they are an expert in providing Microsoft software licenses and services. Documentation may include employee certifications that demonstrate special Microsoft knowledge or skills maintained by Respondent, the number of employees within the Respondent's organization capable of meeting the Microsoft Competencies outlined in section 7.5 and the manner in which those employees will be made available to respond to various needs of the state as detailed within this ITN, awards received related to Microsoft software achievements, and any other documentation Respondent wishes to provide to demonstrate that they are the best vendor to provide Microsoft software licensing and services to the State. 6. Customer Service Respondent is to provide their definition of good customer service as it relates to a potential contract and explain their plan to provide the best possible customer service to all state agencies and OEUs, provide a plan to monitor the customer service provided to Eligible Users by Respondent's staff and sales team, and a plan for corrective measures to ensure Respondent can maintain the highest quality of customer service possible. 7. Training and Instruction Respondents are to document a training and instruction plan that clearly demonstrates the LSP's ability to provide, implement, and monitor their proposed training and instructions for each of the items listed below and detailed in section 7.6.4, Training and Instruction: a) Microsoft Certified Training for Resellers Respondent is to provide documentation to demonstrate completion of all Microsoft Certification Training (MCT). Documentation of training certification is required for this solicitation. See section 7.6.4.1 for additional information. b) Customer Training Respondent is to provide training to customers on the various Microsoft software, licenses, maintenance and services. Training may be web-based, Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 30 of 74 Page 705 of 1324 classroom instruction, tip sheets, individualized or in any other method appropriate for Microsoft software, licenses, maintenance and services. c) Staff Training Respondent is to provide documentation of the types of training it will employ to ensure that their staff are knowledgeable of Microsoft software licenses, maintenance and services and can provide information to Eligible Users in a way that is easily understandable to assist Eligible Users in making the appropriate licensing decisions for their agency, to provide excellent customer service, to ensure that sales to Eligible Users align with contract requirements and approved Florida Pricing, and to ensure that all staff dealing with Eligible Users have a thorough understanding of the Contract requirements (once awarded). 8. Transition Plan Respondent is to provide a transition plan that details how the Respondent will assist customers during the transition from the incumbent under Contract 252- 001-09-1, to the awardee under this solicitation as an onboarding process and is to provide an exit strategy from the Contractor under this solicitation to any potential new vendor at the end of the contract term. Plan details are to, at a minimum, include the following: • Transition of customer information from incumbent to awardee; o Customer location and contact information o Customer licenses owned and licenses purchased o Customer Agreement expiration dates o Any particular Customer issues or concerns for which the awardee should be aware • Agreement tracking process to assist Customers in ensuring that there are no lapses in Customer agreements with regard to renewals; • Risk mitigation processes and procedures; and • Communications plan. f) Software Publisher's Certification, Attachment 4 Respondent is to submit one completed, signed and dated, Attachment 4, Software Publisher's Certification, to the Department electronically using MFMP as part of their Reply. The Attachment 4 form must certify that the Respondent is directly authorized by Microsoft to provide the software licenses, maintenance and services contained in Respondent's reply. Attachment 4 is to be executed by an authorized Microsoft representative only and may not be completed by the Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 31 of 74 Page 706 of 1324 LSP. LSP agreements will not be accepted in lieu of a Software Publisher's Certification form. Download Attachment 4, Software Publisher's Certification g) Reply to Statement of Work, sections 7.6—7.23 The Respondent is to submit their reply to section 7 as outlined in subsection 4.3.1 above. Failure to provide all of the required documentation and corresponding information noted in Tab Two with the Reply may result in the Respondent being deemed non-responsive. 4.4.1.3 Tab 3 References and Past Performance a) References: Respondent is to provide a minimum of five governmental and/or academic references for Microsoft software sold in the United States in the last twenty-four months. References provided should support the Respondent's ability to meet the needs of Eligible Users under a Florida STC. References are to include the following: the name of the agency, university, city, county or school board, contact information and indicate the specific software product or services and where it was purchased. Failure to supply the required documentation may result in disqualification of the reply. References are to pertain to current and ongoing software sales or services or those that were completed prior to October 1, 2014. References are not to be given by: 1) Persons employed by the Department within the past three years. 2) Persons currently or formerly employed or supervised by the Respondent or its affiliates. 3) Board members within the Respondent's organization. 4) Relatives of any of the above. Each reference is to include the following information: 1) Company name, address, name of principal contact, telephone number, Email address, contract number, contract term, description of contract, and contract dollar value. 2) References will be contacted by the Department and asked the questions identified in the Reference document. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 32 of 74 Page 707 of 1324 3) Respondents are to download the attached Reference form and complete the top section of the reference form. (The form may be duplicated for each reference provided. Completed forms may be combined and attached as one document.) b) Past Performance, Attachment 5 Vendor past performance will be considered as part of the evaluation process and will be assessed during the reference checks identified in subsection 4.4.1.3.a, References, and in section 5.6, Evaluation Criteria and Scoring. Past performance questions listed on Attachment 5 will enable the Department to determine the Respondent's ability to perform with regard to this solicitation. DOWNLOAD ATTACHMENT 5, REFERENCE/PAST PERFORMANCE 4.4.1.4 Tab 4 Disputes Respondents are to identify all contract disputes Respondent (including its affiliates, subcontractors, agents, etc.) has had with any customer, including Eligible Users, within the last five years related to contracts under which Respondent provided commodities or services in the continental United States on an enterprise level. The term "contract disputes" means any circumstance involving the performance or non- performance of a contractual obligation that resulted in any of the following actions: a) The institution of any judicial or quasi-judicial action against Respondent as a result of the alleged default or defect in performance; or b) The assessment of any fines or liquidated damages under such contracts. For each dispute, Respondent is to list the following information: a) Identify the contract to which the dispute related; b) Explain what the dispute related to; and c) Explain whether there was a resolution of the dispute and provide a brief summary of the resolution. Additional supporting documentation may be requested as needed. d) If the dispute is ongoing, identify the status of the dispute. e) If the dispute could in any way affect the Respondent's ability to perform on any resulting contract for this solicitation, Respondent must provide additional information regarding any potential impact as well as Respondent's mediation plan. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 33 of 74 Page 708 of 1324 If the Respondent has had no disputes during the timeframe identified, the Respondent is to provide a signed, notarized statement indicating that the vendor has no current disputes with any customers and the vendor has not had any contract disputes with any of its vendors in the past five years. 4.4.1.5 Tab 5 Financial and Industry Standing and Strength Each Respondent is required to provide information regarding its "Financial and Industry Standing and Strength" in order to demonstrate that it is financially stable, in good standing with creditors and Microsoft, and has the resources necessary to provide software licenses, maintenance and perform the services outlined in this ITN on a statewide basis. a) Financial Statements Respondents are to include financial statements for the last three full-calendar years, prepared in accordance with Generally Accepted Accounting Principles. (Financial documentation may be combined into one file and uploaded as one document.) i. DMS will consider the Respondent's financial viability to perform the services outlined in this ITN. ii. DMS will base the consideration of the Respondent's financial viability on the Financial Statements. DMS will find Respondent's financial viability acceptable or unacceptable based upon the financial strength of the company. iii. Financial status will not be scored. b) Vendor Price Sheet Submission, Attachment 6 Pricing information is identified in section 7.13, Pricing and Minimum Orders, of the ITN. Associated forms are listed below. Attachment 6, Vendor Price Sheet is provided for your review. Price Sheets are not to be submitted as part of the initial Reply. Price Sheets will be requested during the negotiation period. DOWNLOAD A BLANK COPY OF ATTACHMENT 6,VENDOR PRICE SHEET c) Preferred Pricing Affidavit, Attachment 7 Contractors are to submit to the Department, at least annually, a copy of the completed Attachment 7 as required in subsection 6.10, Preferred Price Affidavit Requirement, of this solicitation document. DOWNLOAD A BLANK COPY OF ATTACHMENT 7, PREFERRED PRICING AFFIDAVIT Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 34 of 74 Page 709 of 1324 d) Savings / Price Reductions, Attachment 8 Respondent are to submit one accurately completed Attachment 8 with their Reply containing the Microsoft software and services offered to the State of Florida and a method(s) for the Department to verify the savings information provided. Attachment 8 will not be used to determine award, only to verify the Savings / Price Reductions being offered. Attachment 8 is to be submitted to the Department electronically using MFMP. DOWNLOAD ATTACHMENT 8, SAVINGS/PRICE REDUCTIONS 4.4.2 Other Required Documentation a) Department of State Registration Form (Statement of Good Standing) Respondent is to submit a copy of its active registration (www.sunbiz.org)with the Department of State, which authorizes the company to do business in Florida. b) Certification Forms In the event that the Department's evaluation results in identical evaluations of replies, the Department will select a Respondent based on the criteria identified in subsections 287.187(4), 287.057(l 1), Florida Statutes and Rule 60A-1.011, F.A.C. Please provide the following documentation, if applicable. • Certification of Drug-Free Workplace, Attachment 9 (required for all vendors) • Certification of Minority Business (optional) • Certification of Wartime or Service Disabled Veteran (optional) DOWNLOAD A COPY OF ATTACHMENT 9, CERTIFICATION OF DRUG-FREE WORKPLACE If these do not apply to your company, please upload a document with a statement to that effect. c) Purchase Orders/ Invoices All respondents are to provide a minimum of three purchase orders or invoices with the reply package to document the sales of software similar to those listed in the Respondent's reply. Purchase orders or invoices are to indicate the date the order was received and the date the order was shipped to the Customer. Purchase orders provided should be comparable or represent a typical order that would be placed by a state agency or eligible user (i.e. city, county or school). Purchase orders may, but are not required to, match the references cited above. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 35 of 74 Page 710 of 1324 d) E-Verify Respondent must also provide Employment Verification (E-Verify) information per subsection 6.11 of this solicitation. The Respondent is to include a screenshot of the E-Verify company information registration page. e) Emergency Situations, Attachment 10 Respondent is to provide a completed copy of Attachment 10. DOWNLOAD A COPY OF ATTACHMENT 10, EMERGENCY SITUATIONS f) Scrutinized Company Certification, Attachment 11 Respondent is to provide a completed copy of Attachment 11. DOWNLOAD A COPY OF ATTACHMENT 11, SCRUTINIZED COMPANY CERTIFICATION 4.5 Vendor Reply Upload Respondent is to upload their complete reply as follows. (Be sure to include all completed forms for this section.) 4.5.1 Upload Tab 1 , Company Information reply. (Company information, Attachment 1, Attachment 2, and Capacity information) 4.5.2 Upload Tab 2, Experience and Ability reply (Company History, Company Organization Chart, and Prior Work Experience, LSP Experience, Expertise, Attachment 3 and supporting documentation, Attachment 4, and MCT certifications) 4.5.3 Upload Tab 2, Experience and Ability reply (Reply to section 7 as identified in section 4.3.1, Reply Format, and subsection 4.4.1.2, Experience and Ability to Provide Microsoft Software.) 4.5.4 Upload Tab 3, References/Past Performance reply (Attachment 5) 4.5.5 Upload Tab 4, Disputes reply 4.5.6 Upload Tab 5, Financial reply (Financial Statements) 4.5.7 Upload Tab 5, Financial reply, Other Forms (Attachment 7 and Attachment 8) Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 36 of 74 Page 711 of 1324 4.5.8 Upload Tab 5, Financial, Other Required Documents (Statement of Good Standing, Certifications, Attachment 9, Attachment 10, E-Verify Information, Attachment 11, and Purchase Orders.) 4.5.9 Upload Additional Information (Upload any additional information pertinent to Respondent's submission such as software licenses, maintenance and services literature as applicable.) 4.6 Redacted Submissions The following subsection supplements section 19 of the PUR 1001. If a responding vendor considers any portion of the documents, data or records submitted in reply to this solicitation to be confidential, proprietary, trade secret or otherwise not subject to disclosure pursuant to Chapter 119, Florida Statutes, the Florida Constitution or other authority, Respondent must mark the document as "Confidential" and simultaneously provide the Department with a separate redacted copy of its reply and briefly describe in writing the grounds for claiming exemption from the public records law, including the specific statutory citation for such exemption. This redacted copy is to contain the Department's solicitation name, number, and the name of the responding vendor on the cover, and is to be clearly titled "Redacted Copy." The Redacted Copy should only redact those portions of material that the Respondent claims are confidential, proprietary, trade secret or otherwise not subject to disclosure. In the event of a request for public records pursuant to Chapter 119, Florida Statutes, the Florida Constitution or other authority, to which documents that are marked as confidential are responsive, the Department will provide the Redacted Copy to the requestor. If a requestor asserts a right to the Confidential Information, the Department will notify the responding vendor such an assertion has been made. It is the responding vendor's responsibility to assert that the information in question is exempt from disclosure under Chapter 119 or other applicable law. If the Department becomes subject to a demand for discovery or disclosure of the Confidential Information of the responding vendor in a legal proceeding, the Department will give the responding vendor prompt notice of the demand prior to releasing the information (unless otherwise prohibited by applicable law). The responding vendor is to be responsible for defending its determination that the redacted portions of its reply are confidential, proprietary, trade secret, or otherwise not subject to disclosure. By submitting a solicitation, the responding vendor agrees to protect, defend, and indemnify the Department for any and all claims arising from or relating to the responding vendor's determination that the redacted portions of its solicitation are confidential, proprietary, trade secret, or otherwise not subject to disclosure. If the responding vendor fails to submit a redacted copy of information it claims is confidential, the Department is authorized to produce the entire documents, data, or records submitted to the Department in answer to a public records request for these records. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 37 of 74 Page 712 of 1324 4.6.1 Redacted Copies Please attach any Redacted Copies. 4.7 Informational Forms The following forms are for information purposes only and are not required to be completed and returned with the reply submission. 4.7.1 Vendor Checklist This form is a checklist to assist Respondents in ensuring that all required parts of the reply have been gathered, completed and submitted in the appropriate section of the reply. DOWNLOAD A COPY OF THE VENDOR CHECKLIST 4.7.2 Quarterly Reporting Form This form is a sample of the form that must be submitted at the end of each quarter as outlined in subsection 7.18, Reporting. DOWNLOAD A COPY OF THE QUARTERLY REPORTING FORM 4.7.3 Product Update Form This form is a sample of the form that must be submitted when reporting software licenses, maintenance and services changes as detailed in subsections 7.16, New Software licenses, maintenance and services Additions, and 7.17, Product Deletions/Modifications, of the ITN. DOWNLOAD A COPY OF THE PRODUCT UPDATE FORM 4.7.4 Sample Contract This is a sample of a potential contract document. The final contract will be provided to awarded Respondents after the notice of contract award has been posted. The Contract will become effective upon the last date signed. DOWNLOAD A COPY OF THE SAMPLE MICROSOFT CONTRACT 4.7.5 Timeline of Events The Timeline of Events, subsection 2.2, contains all of the pertinent times and dates connected with this solicitation. Respondents should become familiar with this document. The dates and times within the Timeline of Events may be subject to change. All changes to the Timeline of Events will be noticed through an Addendum to the solicitation posted to the VBS and added to the solicitation in MFMP. It is the responsibility of the Respondent to check for any changes in both locations. FOR CONVENIENCE, DOWNLOAD A COPY OF THE TIMELINE OF EVENTS Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 38 of 74 Page 713 of 1324 4.7.6 Complete Copy of the ITN Respondents may download a copy of the complete ITN for review and reply purposes. For convenience, a PDF and Word version is provided. Download a copy of the complete ITN THE REMAINDER OF THIS PAGE IS INTENTIONALLY LEFT BLANK Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 39 of 74 Page 714 of 1324 5 Selection Methodology Each evaluator will score the Respondents in the areas of: 1) Expertise, and 2) Capacity. The Department will add these two scores along with the score for past performance, for a Final Evaluation Score. The Final Evaluation Scores for all Respondents will be used to rank the Replies (Reply with the highest score = 1, the second highest = 2, etc.). The ranking for each Reply will be used to establish a competitive range to determine which Respondents may be invited to participate in negotiations. The Department intends to first negotiate with the three most highly ranked Respondents, but the Department reserves the right to negotiate with fewer Respondents, more than three Respondents, or to reject all Replies 5.1 Expertise Respondent's expertise will be evaluated (see section 5.6) to determine their understanding and ability to provide all Microsoft agreements for Government and Academic entities, as outlined in subsection 4.4.1.2, Tab Two, Experience and Ability to Provide Microsoft Software. 5.2 Capacity Respondents will be evaluated based on their demonstrated ability to provide coverage for all State of Florida Eligible Users as defined section 4.4.1.1.g of this solicitation and as outlined in the Statement of Work, section 7. 5.3 Past Performance Respondent's past performance will be evaluated as outlined in subsection 4.4.1.3, Tab Three, References and Past Performance, and in section 5.6, Evaluation Criteria Scoring. 5.4 Value-added Services Value-added Services will also be considered during the negotiation stage along with the Respondent's expertise capacity, price and past performance. The Department reserves the right to not award proposed services, if proposed services are out of scope of this ITN or if the Respondent cannot demonstrate to the Department's satisfaction their ability to provide such services to the State. 5.5 Negotiation Phase The Department may provide specific agenda topics to the invited Respondent(s) prior to the beginning of negotiations. The Department reserves the right to negotiate concurrently or separately with competing Respondents. The Department shall have the right to use any or all ideas or adaptations of the ideas presented in any Reply. Selection or rejection of a Reply does not affect this right. Pricing will be requested during the Negotiation Phase and will be negotiated to achieve the best pricing for all Florida Government and Academic entities. The pricing proposed for all contract years will be discussed and considered as part of the best value determination. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 40 of 74 Page 715 of 1324 The Vendor Price Sheets provided include specific Select Plus and Enterprise Agreement software or software bundles for which all Respondents moved forward to the negotiation period must provide upon request. Respondents may also provide other Microsoft software; however, discounts offered for the software lists are to apply to all software proposed (i.e. x percent for Select Plus, x percent for Enterprise, x percent for Academic). 5.6 Evaluation Criteria Scoring Respondent replies are to be evaluated using the following scale. Performance Measure Total Possible Points Maximum Points Expertise (see section Scale of 1 — 10 for each item 105 points 4.4.1.2 for detail) • Demonstrated high knowledge • Knowledge of and ability = 15 points Microsoft Agreements • Demonstrated some and Core knowledge and ability = 5 Competencies points • Customer Service • Demonstrated little knowledge • Knowledge of and ability = 1 point Government and • Demonstrated no knowledge agencies or ability = 0 points • License Management • Subject Matter Expertise • Training and Instruction • Transition Plan Capacity (see section • Coverage of entire state = 100 100 points 4.4.1.1.g and section 7.6) points • Demonstrates ability • Partial coverage = 0 points to cover the entire State of Florida for all eligible users Past Performance • Each reference meeting the 100 points Reference responds minimum criteria = 20 Points "Yes" to 9 of 15 • Each reference that does not questions. meet the minimum criteria = 0 points Total Possible Points 305 Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 41 of 74 Page 716 of 1324 Scoring Example: Step 1 A total score will be calculated for each reply by each individual Evaluator. Vendor Evaluator A Evaluator B Evaluator C Points Points Points Respondent1 305 305 300 Respondent2 245 260 241 Res ondent3 285 295 285 Res ondent4 210 210 202 Respondent 5 31 31 35 Step 2 The Evaluator scores will be reviewed and averaged. The ranking of each Reply will be used to establish a competitive range to determine which Respondent may be invited to participate in negotiations. The Department intends to first negotiate with the three most highly ranked Respondents, but the Department reserves the right to negotiate with fewer Respondents, more than three Respondents, or to reject all Replies. The Department reserves the right to negotiate concurrently or separately with selected Respondents. Vendor Evaluator Evaluator Evaluator Average A Points B Points C Points Points Respondent1 305 305 300 303 Res ondent2 245 260 241 249 Respondent3 285 295 285 232 Respondent4 210 210 202 207 Respondent 5 31 31 35 32 5.7 Basis of Award After negotiations are completed, the Negotiation team will rank the Respondents based upon their capacity, demonstrated ability to provide expertise, best pricing, and past performance. The Department reserves the right to make a single award or to make multiple awards to Responsive and Responsible Respondents as determined to be in the best interest of the State of Florida, and to accept or reject any and all offers, or separable portions, and to waive any minor irregularity, technicality, or omission if the Department determines that doing so will serve the State of Florida's best interests. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 42 of 74 Page 717 of 1324 Any outstanding transaction fees owed or open reports listed in MFMP must be resolved to the Department's satisfaction prior to entering into any contract. 5.8 Reply Disqualification Replies that do not meet all requirements, specifications, terms, and conditions of the solicitation or fail to provide all required information, documents, or materials may be rejected as not responsive. Respondents whose replies, past performance, or current status do not reflect the capability, integrity, or reliability to fully and in good faith perform the requirements of a contract may be rejected as not responsible. The Department reserves the right to determine which replies meet the requirements of this solicitation, and which Respondents are Responsive and Responsible. 5.9 Identical Evaluations of Replies In the event that the Department's evaluation results in identical evaluations of replies, the Department may elect a respondent based on the criteria identified in subsections 287.057(l 1), 295.187(4), Florida Statutes, and Rule 60A-1.011, Florida Administrative Code, where applicable. THE REMAINDER OF THE PAGE IS INTENTIONALLY LEFT BLANK Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 43 of 74 Page 718 of 1324 6 General (PUR 1000) and Special Contract Terms and Conditions This section contains the General Contract Conditions and the Special Contract Conditions for this solicitation. 6.1 PUR1000 General Contract Conditions, PUR 1000, is incorporated by reference and may be downloaded and viewed by clicking on the link here: PUR 1000. 6.2 Special Contract Conditions Respondents must meet the following special contract conditions: 6.2.1 Electronic Invoice The Contractor is to supply electronic invoices in lieu of paper-based invoices for those transactions processed through the MFMP. Contractor agrees, upon Department's request, to establish electronic invoicing within ninety (90) days of written request. Electronic invoices are to be submitted to the Customer through the Ariba Network (AN) in one of three mechanisms as listed below. 6.2.1.1 Commerce eXtensible Markup Language (cXML) This standard establishes the data contents required for invoicing via cXML within the context of an electronic environment. This transaction set can be used for invoicing via the AN for catalog and non-catalog goods and services. The cXML format is the Ariba preferred method for electronic invoicing. 6.2.1.2 Electronic Data Interchange (EDI) This standard establishes the data contents of the Invoice Transaction Set (810) for use within the context of an EDI environment. This transaction set can be used for invoicing via the AN for catalog and non-catalog goods and services. 6.2.1.3 Purchase Order (P.O.) Flip via Ariba Network (AN) The online process allows suppliers to submit invoices via the Ariba Network (AN) for catalog and non-catalog goods and services. Contractors have the ability to create an invoice directly from their Inbox in their AN account by simply "flipping" the P.O. into an invoice. This option does not require any special software or technical capabilities. For the purposes of this section, the Contractor warrants and represents that it is authorized and empowered to and hereby grants the State and the third party provider of MFMP, a State Contractor, the right and license to use, reproduce, transmit, distribute, and publicly display within the system the information outlined above. In addition, the Contractor warrants and represents that it is authorized and empowered Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 44 of 74 Page 719 of 1324 to and hereby grants the State and the third party provider the right and license to reproduce and display within the system the Contractor's trademarks, system marks, logos, trade dress, or other branding designation that identifies the software licenses, maintenance and services made available by the Contractor under the Contract. The Contractor will work with the MFMP management team to obtain specific requirements for the Electronic Invoicing upon contract award. 6.2.2 Catalog Specifications (Services included, if applicable) Vendor Price Sheets submitted by an awarded vendor with the solicitation are incorporated into the Contract as a software licenses, maintenance and services Catalog. Any additional terms and conditions contained in the Catalog will not apply to the Contract. 6.2.3 Purchasing Card Program Contractor must accept the Universal card format Purchasing Cards (e.g., American Express, MasterCard, and Visa). However, the Purchasing Card is not the exclusive method of payment (e.g., Purchase Order). The method of ordering and payment (e.g., Purchase Order, Purchasing Card) is to be selected by the Eligible User. 6.2.4 Compliance with Laws The Contractor is to comply with all laws, rules, codes, ordinances, and licensing requirements that are applicable to the conduct of its business, including those of Federal, State, and local agencies having jurisdiction and authority. For example, Chapter 287, of the Florida Statutes and Rule 60A of the Florida Administrative Code govern the Contract. The Contractor is to comply with section 274A of the Immigration and Nationalization Act, the Americans with Disabilities Act, and all prohibitions against discrimination on the basis of race, religion, sex, creed, national origin, handicap, marital status, or veteran's status. Violation of any such applicable laws, roles, codes, ordinances and licensing requirements, may be grounds for Contract termination. 6.2.5 Liability and Worker's Compensation Insurance During the Contract term, the Contractor at its sole expense is to provide commercial insurance of such a type and with such terms and limits as may be reasonably associated with the Contract, which, at a minimum, is to be: workers' compensation and employer's liability insurance per Florida statutory limits (currently $100,000 per accident, $100,000 per person, and $500,000 policy aggregate) covering all employees engaged in any Contract work; commercial general liability coverage on an occurrence basis in the minimum amount of $500,000 (defense cost is to be in excess of the limit of liability), naming the State as an additional insured; and automobile liability insurance covering all vehicles, owned or otherwise, used in the Contract work, with minimum combined limits of$500,000, including hired and non-owned liability, Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 45 of 74 Page 720 of 1324 and $5,000 medical payment. Providing and maintaining adequate insurance coverage is a material obligation of the Contractor and is of the essence of the Contract. The Contract is to not limit the types of insurance Contractor may desire to obtain or be required to obtain by law. The limits of coverage under each policy maintained by the Contractor are not to be interpreted as limiting the Contractor's liability and obligations under the Contract. All insurance policies are to be through insurers authorized to write policies in Florida. 6.2.6 Detail of Bills Contractor is to submit bills for fees or other compensation for services or expenses in detail sufficient enough for a proper pre-audit and post-audit. The Department reserves the right to request additional documentation. 6.2.7 Bills for Travel Bills for travel expenses, if permitted, are to be submitted in accordance with section 112.061, Florida Statutes. 6.2.8 Public Records The Contractor shall allow public access to all documents, papers, letters, or other material made or received by the Contractor in conjunction with the Contract, unless the records are exempt from section 24(a) of Article I of the State Constitution or subsection 11 9.07(l), Florida Statutes. The Department may unilaterally terminate the Contract if the Contractor refuses to allow public access as required in this section. If, under the Contract, the Contractor is providing services and is acting on behalf of the Department as provided under subsection 119.011(2), Florida Statutes, the Contractor, subject to the terms of paragraph 287.058(1)(c), Florida Statutes, and any other applicable legal and equitable remedies, is to: a) Keep and maintain public records that ordinarily and necessarily would be required by the Department in order to perform the service. b) Provide the public with access to public records on the same terms and conditions that the Department would provide the records and at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes, or as otherwise provided by law. c) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law. d) Meet all requirements for retaining public records and transfer, at no cost, to the Department all public records in possession of the Contractor upon termination of the contract and destroy any duplicate public records that are exempt or Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 46 of 74 Page 721 of 1324 confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the Department in a format that is compatible with the information technology systems of the Department. Please see section 4.6, Redacted Submissions, for additional guidance with regard to public records requests. 6.2.9 Intellectual Property The parties do not anticipate that any Intellectual Property will be developed or created as a result of the Contract. However, in such case as it is developed or created, any Intellectual Property developed or created as a result of the Contract will belong to and be the sole property of the State of Florida. This provision will survive the termination or expiration of the Contract. 6.10 Preferred Price Affidavit Requirement The Department will provide the Preferred Pricing Affidavit, incorporated by reference, for completion by an authorized representative of the Contractor attesting that the Contractor is in compliance with the preferred pricing provision in section 4(b) of the PUR 1000 form. The Contractor agrees to submit to the Department, at least annually, the completed Preferred Pricing Affidavit. (See section 4.4.1.5 and 4.5.8 for form and submittal information.) 6.11 Employment Verification (E-Verify) Pursuant to State of Florida Executive Order Number 11-116, Contractor is required to utilize the U.S. Department of Homeland Security's E-Verify system to verify eligibility of all new employees hired by the Contractor to work in the U.S. during the Contract term. Also, Contractor is to include in related subcontracts a requirement that subcontractors performing work or providing services pursuant to the Contract utilize the E-Verify system to verify the eligibility of all new employees hired by the subcontractor to work in the U.S. during the Contract term. (See section 4.4.2 and 4.5.9 for additional information.) 6.12 Scrutinized Company List Pursuant to subsection 287.135(5), F.S., by signing a contract or renewal of a contract where the value exceeds $1 million to which this clause is attached, the Respondent or Contractor certifies that it is not listed on either the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, created pursuant to section 215.473, F.S. Pursuant to subsection 287.135(3)(b), F.S, Department may immediately terminate any contract for cause if the Contractor is found to have submitted a false certification Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 47 of 74 Page 722 of 1324 under subsection 287.135(5), F.S., or if Contractor is placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List during the term of the Contract. 6.13 Commitment to Diversity in Government Contracting The State of Florida is committed to supporting its diverse business industry and population through ensuring participation by minority-, women-, wartime-, and service- disabled veteran business enterprises in the economic life of the State. The State of Florida Mentor Protege Program connects minority-, women-, wartime-, and service- disabled veteran business enterprises with private corporations for business development mentoring. We strongly encourage firms doing business with the State of Florida to consider this initiative. For more information on the Mentor Protege Program, please contact the Office of Supplier Diversity at (850) 487-0915 or osdhelp&dms.myflorida.com. Upon request, the Contractor is to report to the Department, spend with certified and other minority business enterprises. These reports will include the period covered, the name, minority code and Federal Employer Identification Number of each minority vendor utilized during the period, commodities and services provided by the minority business enterprise, and the amount paid to each minority vendor on behalf of each purchasing agency ordering under the terms of this Contract. 6.14 Business Review Meetings The Department reserves the right to schedule business review meetings as frequently as necessary. The Department will provide the format for the agenda. Prior to the meeting, the Contractor is to provide input for the agenda to the Department for review and acceptance. The Contractor is to address the agenda items and any of the Department's additional concerns at the meeting. Failure to comply with this section may result in the Contractor being found in default and contract termination. 6.15 Ethical Business Practices Any vendor awarded business as a result of this ITN is to work in partnership with the State to ensure a successful and valuable contract, and ethical practices are required of State employees, Contractors, and all parties representing the Contractor. All work performed under this contract will be subject to review by the Inspector General of the State of Florida, and any findings suggesting unethical business practices may be cause for termination or cancellation. 6.16 Product Variations/Custom Orders New variations, substitutions, including custom orders of existing software licenses, maintenance and services awarded under the Contract will be considered by the Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 48 of 74 Page 723 of 1324 Department if it is in the best interest of the State. All modifications and special requests must receive prior written approval from the Department before execution of the purchase. Proposed changes are not to compromise the integrity of the software licenses, maintenance or services performance. 6.17 Delays and Complaints Delivery delays and service complaints will be monitored on a continual basis. Documented inability to perform under the conditions of the contract (via the established Complaint to Vendor process (PUR 7017 form) may result in default proceedings and cancellation. 6.18 Sales and Use Tax It is the responsibility of the Contractor to determine how work accomplished under this contract would be subject to a Use Tax as written in the "Sales and Use Tax" Rule 12A-1, Florida Administrative Code. Any questions concerning the "Use Tax" as it relates to this Contract are to be directed to the Taxpayer Assistance section at the Department of Revenue (DOR) (800) 352-3671, Monday through Friday, 8 a.m. to 7 p.m. (ET). For more information visit the DOR website at http://dor.myflorida.com/dor/businesses. 6.19 Insurance, Loss Deductible The Customer is to be exempt from, and in no way liable for, any sums of money which may represent a deductible in any insurance policy. The payment of such deductible is to be the sole responsibility of the Contractor providing such insurance. Upon request, the Contractor is to furnish the Customer an insurance certificate proving appropriate coverage is in full force and effect. 6.20 Performance and Payment Bonds The authority and responsibility for requesting performance and payment bonds is to rest with the Customer. Under this contract, the Customer issuing the purchase order may request a performance and payment bond. Inability to provide a bond is to result in the Contractor being found in default of the contract. 6.21 Warranty Microsoft's standard warranty is to cover all software and contractual services of the Contract. Microsoft's standard warranty is required to provide coverage against defective material, workmanship, and failure to perform in accordance with the specifications and required performance criteria. Microsoft's standard warranty coverage must be identical to or exceed the most inclusive of those normally provided for the software and contractual services specified herein that are sold to any state or local governments. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 49 of 74 Page 724 of 1324 Should Microsoft's standard warranty conflict with any requirements, specifications, terms, or conditions of the Contract, the Contract terms and conditions are to prevail. 6.22 Contract Revisions Notwithstanding General Contract Conditions, section 42 of the PUR 1000 Form, the following types of revisions can be made to the Contract upon written authorization by the Department: 1) Contractor's Information Worksheet; 2) Ordering Instructions Form; 3) Contract Quarterly Report Form; 4) Catalog Revisions; 5) Any other forms included as part of the ITN solicitation documents. Only the above listed provisions can be made without a formal Contract amendment. General Contract Conditions, section 42 of the PUR 1000, applies to all other modifications to the Contract. 6.23 Third Party Audits and Reporting Requirements At no additional cost to the State, the Contractor is to contract with an independent third party firm (to be approved by the Department) to conduct, at a minimum, at least one random sampling of the Contractor's price list per quarter. The random sample is to be large enough to ensure the results of the audit are at a 95 percent level of confidence with a margin of error of+/- three (3) percent. Specifically, the third party firm will confirm the discounts off the Microsoft ERP Level D price list for government and ERP Level A for academic, which will be posted on the DMS contract website, are the same as or better than with the discounts offered at contract award. The third party firm is to provide the results of each quarterly audit to the Department's Contract Manager. At a minimum, the audit is to identify the following: • Date of the audit • Name of the auditor • Items selected in the random sampling • Price listed on the Microsoft ERP price list • The Contractor's minimum discount rate for that item • The price resulting from Microsoft ERP minus Contractor discount • Price on the Contractor's price sheet • The audit results (i.e. difference +/-) Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 50 of 74 Page 725 of 1324 The Contractor's failure to comply with this requirement may result in financial consequences and may also result in the Contractor's immediate removal from the Contract. The third party auditor may, upon the Department's request, be asked to also compare actual price quotes received by an Eligible User to ensure that price quotes to Customers are the same as or better than pricing on the Contractor's price sheet most recently approved by the Department. Upon such request, the third party auditor is to provide to the Department the same information as noted above as it relates to that individual price quote. The third party auditor is to consider the pricing information provided to them confidential and is to not release the information to any other party outside of the Department. 6.24 Financial Consequences The Contract Administrator shall periodically review the Contractor's Compliance with the responsibilities and deliverables in the Contract. If the Contractor fails to meet and comply with the responsibilities and deliverables established in the Contract, Contractor will be subject to damages. See subsection 7.20 for additional information. THE REMAINDER OF THIS PAGE IS INTENTIONALLY LEFT BLANK. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 51 of 74 Page 726 of 1324 7 Statement of Work Respondents are to have the capability to provide Microsoft software and services to all Eligible Users within the State of Florida in accordance with the solicitation documents and to the satisfaction of the Department. 7.1 Current Microsoft Agreements The current Microsoft contract contains the following agreements: • Master Business Agreement (MBA) o State and Local Government ■ Enterprise Agreements (includes Office 365 and other Cloud Solutions) ■ Select Plus Agreement o Academic Agreements ■ Enrollment for Education Solutions (EES), which replaced the Campus and School Agreement (includes Office 365 and other Cloud solutions) ■ Select Plus Agreement ■ Library and Museum Agreement (currently in the addition process) • Master Services Agreement (MSA) o Premier Support o Consulting Services Information regarding the agreements listed above can be found on the Department's website at: http://www.dms.myflorida.com/business operations/state purchasing/vendor information/state contracts and agreements/state term contracts/microsoft license maintenance services/form s and other information 7.2 In Scope Respondents are to provide Microsoft software licenses and maintenance with optional support offerings. The Department will work directly with Microsoft to establish any master licensing agreements and associated services for the Contract; however, each customer will be required to sign individual license agreements to establish the term (i.e. 12 or 36 months) and any special requirements of the customer agreement(s). Licenses, maintenance and services under this solicitation may be provided in any of the following ways: • All Microsoft perpetual and subscription licenses, which may include the agreement types identified under the MBA in subsection 7.1; • Software maintenance (standard and optional); • Value-added services directly related to Microsoft software such as the following: Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 52 of 74 Page 727 of 1324 o Limited, small-scale (short duration (less than 3 months), low person hours (less than 480 hours), and small team (less than five members)) consulting services; o Installation assistance; and o Associated software training. Respondents are to submit replies that include all Microsoft software licenses and maintenance, and may propose additional services such as documentation, training, installation, and other value-added services. The forms provided in this solicitation are to be used for the reply as identified in section 4, Vendor Submission. Respondent may make copies if additional pages of the provided forms are needed. 7.3 Out of Scope Items that are out of scope are not to be considered and may be a basis for finding the Respondent non-responsive. Items that are out of scope include, but are not limited to, the following: • Software provided by software publishers other than Microsoft • Information Technology Hardware (i.e. personal computers, laptops and tablets) and hardware accessories and services. • Large scale consulting services (services provided directly by Microsoft are under a separate contract). Additional consulting services for large scale projects that are available on other Department State Term Contracts. 7.4 Frequently Purchased Software The chart below identifies the software license counts for the Microsoft software most frequently purchased by the State. The chart includes the name of the software type, the date last reviewed by Microsoft, and the associated total (to date) license counts on file with Microsoft. It also identifies license counts for Office 365 (0365). (License counts for 0365 for schools were not provided by Microsoft.) The Department expects to receive increased discounts for these frequently purchased software licenses and maintenance and may standardize EAs at some point during the contract term with input from the Agency for State Technology. Discount rates are discussed in further detail in subsection 7.13.3. Respondents may also propose alternative approaches for EAs such as a recommended standard EA, server-based EA, which would be separate from desktop, user-based EA, or a mechanism for combining the EAs of various agencies as they go through Data Center Consolidation as required in Chapter 282, Florida Statutes, with co-term expirations and effective dates. Enterprise Software Date License Counts Top Three Software (State and Local Gov't) Core/Enterprise/Individual Client Access 4/3/2014 321,584 Licenses (CALS) Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 53 of 74 Page 728 of 1324 Windows O/S 4/3/2014 191,767 Office Professional 4/3/2014 120,034 Other Software Frequently Purchased Exchange (standalone Exchange standard and 6/9/2014 22,561 Enterprise CALs) Visio (standard and professional) 6/9/2014 3,896 Project(standard and professional) 6/9/2014 2,523 0365 Purchases (State and Local Gov't) *Office 365 (E3/G3)—State Agencies 8/22/2014 61,203 *Office 365 (E3/G3)—Cities and Counties 4/3/2014 9,682 *Office 365 numbers are listed separately for State Agencies and Cities/Counties due to special waterfall pricing offered by Microsoft to State Agencies. It is the State's goal to combine license counts for 0365 to achieve even lower pricing. 7.5 LSP Competencies In order to meet the varying needs of all Eligible Users, the following Microsoft Competencies are desired. Per subsection 4.4.1.2, Tab 2, Respondents are to submit in section 4.5, Vendor Reply, a completed copy of the Microsoft Core Competency Checklist, indicate Gold or Silver competency rating along with their reply, and provide competency verification in the form of certificates or other documentation from Microsoft as proof of competency. The Department desires a broad coverage of listed Competencies to ensure that the wide varieties of the State's needs are met. LSPs are encouraged to add additional competencies throughout the life of the contact and to provide new or updated certifications to the Contract Administrator as they become available. Application platform Core infrastructure • Application Development Devices and Deployment • Application Integration Identity and Access • Application Lifecycle Management Management and Virtualization • Business Intelligence Server Platform • Data Platform Business Productivity Customer segments • Collaboration and Content Midmarket Solution Provider • Communications Small Business • Digital Advertising • Messaging Additional Competencies • Project and Portfolio Management Business Productivity Online Suite • Cloud Accelerate Business applications Cloud Essentials • Customer Relationship Management Distributor • Enterprise Resource Planning Hosting • Intelligent Systems Learning • Mobility Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 54 of 74 Page 729 of 1324 • OEM • Software Asset Management • Office 365 Cloud Deployment Partner • Volume Licensing • WebsiteSpark 7.6 LSP Responsibilities LSP(s) awarded a contract under this ITN will be responsible for the following: 7.6.1 Microsoft Licenses and Support Services LSP will act as a representative of Microsoft by providing a means for all Eligible Users to purchase Microsoft software licenses, maintenance and services under the Contract. 7.6.2 License Management LSP will document its plan for managing all Microsoft software licenses sold under the Contract. License management should include, but is not limited to the following: • Tracking of Software Licenses sold to ensure that Customers are fully aware of future expiration dates well in advance of expiration to ensure that licenses do not lapse unless intended by the Customer. • License tracking support (website and vendor assistance as needed) • Tracking of individual licenses and server licenses exempt from Chapter 282, Florida Statute, requirements. • Standardization of customer (agency/OEU) names to facilitate ease of tracking licenses purchased. • Provide a single contact for license tracking and a trained licensing specialist to assist Customers with licensing questions. After Contract award, the LSP will update the plan, as needed, and will provide a copy of any revised plans to the Department's Contract Administrator. 7.6.3 Customer Service The State highly values excellent customer service and expects the LSP to provide the best possible customer service to all state agencies and OEUs. The LSP's Contract Manager is responsible for monitoring the customer service provided to Customers by LSP's staff, sales and support teams, and employing, as necessary, corrective measures identified in the customer service plan proposed in the ITN reply to section 4.4.1.2.e).6, Customer Service, to ensure that the LSP will provide and maintain the highest quality of customer service possible. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 55 of 74 Page 730 of 1324 7.6.4 Training and Instruction Contractors will implement the training and instructions plan proposed under section 4.4.1.2 of the ITN in the following areas: 7.6.4.1 Microsoft Certified Training for Resellers Contractors will provide evidence that they have successfully completed Microsoft Certified Training (MCT) and will promptly provide the Department with documentation for any updated MCT completed throughout the contract term, including that required to maintain Contractor's status as an LSP or any equivalent or higher successor designation. 7.6.4.2 Customer Training Contractors will provide training to Customers for all widely used (i.e. Office Professional) Microsoft software and services. Training may be offered in any of the following formats: • Web-based; • Tutorials; • Documentation; • Classroom setting; and • Classroom settings that can also be broadcast to other agency/OEU offices throughout the state and that may be recorded for future playback. 7.6.4.3 Contractor's Staff Training Contractors are to provide training for staff to ensure they are properly trained to support this Contract. At a minimum, training will ensure the following: • Contractor Contract Manager understands all deliverables and requirements unique to the Contract and is capable of meeting all requirements in a timely and professional manner; • Staff understands Florida government purchasing processes, Customer unique issues and concerns with respect to the purchase of Microsoft software and services; • Staff is knowledgeable about all Microsoft software licenses, maintenance and services for which they are responsible; • Staff are properly educated with regard to Florida pricing to ensure that Customers are quoted from the correct price lists; • Staff are Customer friendly; and • Staff providesrp ompt and accurate replies to Customer requests. 7.7 Contractor Deliverables and Responsibilities Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 56 of 74 Page 731 of 1324 Contractors are responsible for all deliverables and responsibilities identified within this solicitation. Failure to perform as required within this document may result in financial consequences and any other consequences as outlined within this solicitation. 7.7.1 Quotes Contractor quotes must be provided to Customers on company letterhead, on an official company quote form, or via the MFMP eQuote tool that clearly identifies the following: • Company name; • Appropriate contact information; • Quote number and date of quote; • Quote effective and termination dates; • The name of the agency/OEU to which the quote is provided; • Customer's physical and delivery address; • Customer's name and contact information; • Detailed description of each item quoted; • Unit price (Florida Price); • Number of units to be purchased (quantity); • Total price; • Additional savings achieved through volume discount/additional negotiations, if any; • Any specific requirements made by the ordering agency/entity (as identified in the Purchase Order or Statement of Work; and • Any special instructions (i.e. download instructions) for the ordering agency/entity. The detail provided within the quote must provide enough information that the Customer can clearly understand what they are purchasing, delivery date and download instructions, how much they are paying for the items purchased and any additional terms associated with the purchase. In addition, if the quote offers custom skus, which reflect additional savings, Contractor must also identify the standard sku numbers that would have been used had the Customer purchased the items separately. The Customer must have confidence that the quote provided is a valid quote from the Contractor, that the price quoted directly correlates to the Florida Price and that any additional savings achieved through a volume discount or additional negotiation is clearly noted. 7.7.2 Product Delivery Schedule Delivery is requested within 30 calendar days after receipt of any order. If this delivery date cannot be met, the Contractor must state on the Vendor Price Sheet, Purchase Order, or on an individual price quote to the requesting Customer the number of days Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 57 of 74 Page 732 of 1324 required to deliver the software or service at the ordering Customer's designated location. Failure to state the delivery time obligates the LSP to complete delivery within 30 days unless otherwise mutually agreed between the Contractor and the Customer. Extended delivery dates may be considered when in the best interest of the ordering entity. A Customer may request and negotiate with the LSP for a shorter term delivery at the Customer's expense, if necessary, for emergency orders. Software licenses may be downloaded, if available, as an acceptable method of delivery. See subsection 7.8.1.1 of this solicitation for additional requirements for downloaded software. 7.7.3 Freight On Board (F.O.B.) Destination All proposed discounts submitted are to include the full cost of standard ground delivery to any destination within Florida (prices must reflect FOB destination, inside delivery to the Customer placing the order or their designee). All deliveries must be made during normal State work hours and within the agreed upon number of days unless otherwise arranged and coordinated by the Customer requesting the software. The Contractor will give the Customer immediate notice of any anticipated delays or company shutdowns that will affect the delivery requirement. Loss or damage that occurs during shipping, prior to the order being received by the Customer, is the Contractor's responsibility. All orders are to be properly packaged to prevent damage during shipping. 7.7.4 Transaction Fee Report The Contractor is required to submit monthly Transaction Fee Reports in electronic format. For information on how to submit Transaction Fee Reports online, please reference the detailed fee reporting instructions and vendor training presentations available online at the Transaction Fee Reporting and vendor training subsections under Vendors on the MFMP website. Assistance is also available with the Transaction Fee Reporting System from the MFMP Customer Service Desk at Fee Processing&myfloridamarketplace.com or 866-FLA-EPRO (866-352-3776) between the hours of 8:00 AM to 5:30 PM Eastern Time. 7.8 Product Specifications The following information provides guidance regarding software licenses, maintenance and services acceptance, cost, product revisions. 7.8.1 Product Acceptance Section 215.422, Florida Statutes, states "Approval and inspection of goods or services is to take no longer than 5 working days unless the reply specifications, purchase order, or contract specifies otherwise." Any special conditions must be Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 58 of 74 Page 733 of 1324 expressed in writing either on the P.O. or in the SOW that is attached to the P.O. The vendor and customer must agree to any special acceptance time frames in advance. If a software license is downloaded, then the P.O. date will be the acceptance date. 7.8.1.1 Downloaded Software If software download is available, Customers may download software upon the Contractor's acceptance of the P.O. Upon acceptance of the P.O., the Contractor is to provide to the Customer clear instructions for all downloads along with the link for downloading the purchased software. If downloaded software appears to contain errors or if the file is corrupt, the Customer shall be encouraged by the Contractor to immediately contact the Contractor to resolve the issue. The Contractor shall also encourage the Customers to download purchased software as soon as they receive the download instructions because the software license begins (unless otherwise agreed) on the date of P.O. acceptance by the vendor and NOT the date of download. If software download issues cannot be resolved, the Contractor is to either promptly refund the Customer's money or provide software in another format acceptable to the Customer. 7.8.1.2 Shipped Software If software is shipped to the Customer, then the Customer will have 5 business days from the date of physical receipt of the software to accept the software. All software to be shipped under the Contract must be delivered in the original shrink-wrap packaging provided by Microsoft to insure freedom from tampering. The State will not accept re- packaged software. An occurrence of any Customer receiving re-packaged software may result in contract termination. Respondent's reply must include a "total satisfaction" return policy for unopened media and all documentation and shall not impose any restocking fees or liability on the Customer for such returns. Total satisfaction policies may include software replacement with compatible features and capabilities, length of time (i.e. three years following software installation date), or caveat (i.e. total satisfaction applies to software that is continuously maintained). The LSP must accept all orders and furnish software required during the full term of this contract and any extensions thereof unless other arrangements have been mutually agreed upon by the LSP and Contract Administrator. In order for software to be deemed accepted, software is conditioned upon the following: Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 59 of 74 Page 734 of 1324 • The software is free of computer viruses as determined by commercially available antivirus software. • The software must be delivered with the relevant manuals or access was provided to electronic manuals, as applicable. • The required functionality is fulfilled as determined by the software operating in conformity with the applicable Microsoft software licenses, maintenance and services specifications. 7.9 Technology Upgrades and Additions The Department intends to obtain for the duration of the Contract or any contract renewals or extensions thereof, software licenses, maintenance and services that reflect the industry's latest technology. The Department recognizes that there will be new software licenses, maintenance and services and new software versions that will become available during the life of this Contract that is not yet released on the date of contract award. The LSP may add new Microsoft software licenses, maintenance and services, delete software no longer offered, or request to modify software bundles or definitions consistent with the Microsoft offering for the State of Florida and the discounts offered by the LSP. Change requests may be submitted to the Department Contract Administrator using the form provided in the ITN. All items offered under this ITN must remain within the scope of the contract in discount, price and functionality. Any proposed revisions must comply with the requirements listed in subsections 7.16 and 7.17 of this solicitation. The Department reserves the right to review the software most frequently purchased on an annual basis and to request additional discounts, if appropriate. All new software and services will be conditioned upon approval from the Department. 7.10 Software Requirements The following software requirements are to be a part of all software purchases and are to supersede any requirements located in Microsoft's terms and conditions. 7.10.1 Version Purchase Orders are to be deemed to reference Microsoft's most recently released version of the software at time of order, unless an earlier version is specifically requested in writing by the Customer and the Contractor is willing to provide such version. 7.10.2 Software License The Department understands that Microsoft's software license terms and conditions may be provided to Customers along with purchased software; however, such license terms are neither considered a part of, nor are they to supersede, the Contract. Upon Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 60 of 74 Page 735 of 1324 request from a Customer, the Contractor shall assist the Customer in resolving conflicts between any software license terms and the Contract with Microsoft. Where software is acquired on a licensed basis, the following terms are to constitute the license grant to the Customer ("Licensee"): 7.10.2.1 Scope: Licensee is granted a non-exclusive license to use, execute, reproduce, display, perform, or merge the software licenses, maintenance and services within its Enterprise up to the maximum licensed capacity identified on the purchase order. The software may be accessed, used, executed, reproduced, displayed, or performed up to the capacity measured by the applicable licensing unit identified on the purchase order. 7.10.2.2 Documentation for Perpetual Licenses: Upon request, the Contractor is to deliver to the Licensee, at the Contractor's expense, (1) one master electronic copy and one hard copy of software documentation or (2) one master electronic copy and hard copies of the software documentation by type of license in the following amounts, unless otherwise agreed: for individual/named user, one copy per Licensee; for concurrent users, ten copies per site; for processing capacity, ten copies per site. The master electronic copy is to be in either CD-ROM or other acceptable format and usable without conversion (for example, if a unit has only a CD-ROM drive, software is to be provided on CD). The Contractor will grant the Licensee a perpetual license, where applicable, and the right to make, reproduce (including downloading electronic copies), and distribute, either electronically or otherwise, copies of software documentation as necessary to enjoy full use of the software licenses, maintenance and services in accordance with the terms of the license. Licensee's right to use the documentation is limited to Licensee's internal business purposes in conjunction with Licensee's use of the software. 7.10.2.3 Documentation for Subscription Licenses: Upon request, the Contractor is to provide to the Licensee, at the Contractor's expense, access to electronic copies of the software subscription documentation. Access to this documentation is not to require a user id or password and must be available for the ordering entity to share with their agency employees, for business purposes, as appropriate. 7.10.2.4 Technical Support and Maintenance: Licensees may acquire support services from Contractor on an order. The Contractor shall ensure the provision of error corrections, patches, updates, revisions, fixes, upgrades, and new releases (collectively "Updates") to Licensee at no additional charge. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 61 of 74 Page 736 of 1324 Help Desk assistance may be made available via toll-free or local telephone call or on-line. The Contractor is to assist the Licensee in maintaining the software so as to ensure Licensee has the ability to use the software in accordance with the software documentation, without significant functional downtime to ongoing operations during the maintenance term. The maintenance term(s) and any renewals are independent of the Contract term, but must comply with PUR 1000, Purchase Order Duration, requirements. The Licensee may discontinue maintenance at the end of any current maintenance term upon notice to the Contractor; the maintenance term will not automatically renew. If the Licensee does not initially acquire, or discontinues maintenance, the Licensee may at any later time reinstate maintenance without any penalties or other charges, by paying the Contractor the amount, if any, required in order to bring the software up to the current software version. Chapter 215, Florida Statutes prohibits State agencies from paying for any software licenses, maintenance and services not received. Therefore, the State will not pay a reinstatement fee if during the time of maintenance lapse no software updates, bug fixes or patches were provided for that software to other customers. 7.10.2.5 Transfers/Reassignment: Licensee's operations may be altered, expanded, or diminished. Licenses may be transferred, renegotiated or combined for use at an alternate or consolidated site not originally specified in the license, including transfers between agencies and sites. There will be no additional license or other transfer fees due, provided that (1) the maximum capacity of the consolidated machine is equal to the combined individual license capacity of all licenses running at the consolidated or transferred location or (2) if the maximum capacity of the consolidated server is greater than the individual license capacity being transferred, a logical or physical partition or other means of restricting access will be maintained within the computer system to restrict use and access to the software to that unit of licensed capacity solely dedicated to beneficial use for Licensee. If the maximum capacity of the consolidated machine is greater than the combined individual license capacity of all licenses running at the consolidated or transferred site, and a logical or physical partition or other means of restricting use is not available, the fees due the Contractor is to not exceed the fees otherwise payable for a single license for the upgrade capacity. 7.10.2.6 Restricted Use by Third Parties: Outsourcers, facilities management, service bureaus and employees of other services retained by Licensee will have the right to use the software licenses, maintenance and services to maintain Licensee's operations, including data processing, provided that (1) Licensee gives notice to the Contractor of such third party, site of intended use of the software licenses, maintenance and services, and Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 62 of 74 Page 737 of 1324 means of access, (2) the third party has executed, or agrees to execute, the software licenses, maintenance and services manufacturer's standard nondisclosure or restricted use agreement, which agreement is to be accepted by the Contractor, and (3) the third party is to maintain a logical or physical partition within its computer system to restrict access to the program to that portion solely dedicated to beneficial use for Licensee. Licensee is to not be liable for any third party's compliance or noncompliance with the terms of the nondisclosure agreement, nor is to the nondisclosure agreement create or impose any liabilities on the State or the Licensee. Any third party with whom a Licensee has a relationship for a State function or business activity will have the temporary right to use software licenses, maintenance and services, provided that such use is to be limited to the period during which the third party is using the software licenses, maintenance and services for the function or activity. 7.10.2.7 Archival Backup: Licensee may use and copy the software and related documentation in conjunction with reproducing a reasonable number of copies for archival backup and disaster recovery procedures. 7.10.2.8 Confidentiality: The software is a trade secret, copyrighted and proprietary software licenses, maintenance and services. Licensee and its employees are not to disclose or otherwise distribute or reproduce any software to anyone other than as authorized under the Contract. Licensee is not to remove or destroy any of the Contractor's proprietary markings. 7.10.2.9 Restricted Use: Except as expressly authorized by the terms of license, Licensee is not to copy the software; cause or permit reverse compilation or reverse assembly of the software or any portion; or export the software in violation of any U.S. Department of Commerce export administration regulations. 7.10.2.10 Proof of License: The Contractor will provide to each Licensee that places a purchase order either (1) the Microsoft license confirmation certificates in the name of the Licensee, (2) a written confirmation from Microsoft accepting the software invoice as a proof of license. The Contractor will submit a sample certificate, or alternative confirmation, in a form acceptable to the Licensee, (3) an executed Contractor order document, or (4) access to an electronic file that documents all agency purchases. If an electronic file is provided, the file must maintain license proof of purchase throughout the term of the license agreement, including renewals of such agreement. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 63 of 74 Page 738 of 1324 The Contractor will be responsible for tracking licenses purchased and licenses owned by each agency/OEU; however, the agency/OEU will be responsible for tracking the deployment of each license purchased. 7.10.2.11 Audit of Licensed Usage: The Contractor or Microsoft may periodically audit, no more than annually and at its expense, use of software licenses at any site where a copy resides provided that (1) the Contractor gives Licensee at least thirty days written advance notice, (2) the audit is conducted during the Licensee's normal business hours, (3) the audit is monitored by a State Inspector General's office or designee or, for non-state agency Licensees, by an independent auditor chosen by mutual agreement of the Licensee and Contractor as follows: the Contractor is to recommend a minimum of three auditing/accounting firms, from which the Licensee is to select one; in no case will the Business Software Alliance, Software Publishers Association, or Federation Against Software Theft be recommended by the Contractor or used, directly or indirectly, to conduct audits, (4) the Contractor and Licensee will designate a representative who will be entitled to participate, who is to mutually agree on audit format, and who is to be entitled to copies of all reports, data, or information obtained from the audit, and (5) if the audit shows that the Licensee was not in compliance, the Licensee is to true-up (purchase) additional licenses necessary to bring it into compliance and will pay for the unlicensed software at the Contract price then in effect or, if none, then at the Contractor's U.S. commercial list price. Once such additional licenses and capacities are purchased, Licensee is to be deemed to have been in compliance retroactively, and Licensee is to have no further liability of any kind for the unauthorized use of the software licenses, maintenance and services. 7.10.2.12 Bankruptcy: The Contract is subject to the terms of section 365(n) of the United States Bankruptcy Code ("Code") if the Contractor files a bankruptcy petition. Contractor's failure to perform its continuing obligations may constitute a material breach of the Contract excusing performance by the Licensee. 7.10.2.13 Security: No Department data or information will be transferred or stored offshore or out of the United States of America. State agencies are encouraged to consult with their Information Security Officers to ensure compliance with Florida laws and rules. 7.11 Software Support The following information outlines the standard and optional support for all software proposed by the Respondent. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 64 of 74 Page 739 of 1324 7.11 .1 Standard Support Contractors will provide the following levels of support, under the Contract: • Microsoft's standard software warranty; • Inside delivery, with buyer set-up and installation; • Corrective support—to assist in the resolution of identifiable and reproducible software problems. The Contractor will provide a toll free number at Microsoft for Customers to call for assistance with software issues that cannot be resolved by the Contractor and the Contractor is to work with the Customer and Microsoft to ensure the issue(s) are resolved; • Electronic software information — Provide access to software patches, a symptom solution database, software licenses, maintenance and services descriptions, specifications, technical literature, etc.; • Customer service windows — minimum of 8 hours a day, 5 days a week Monday — Friday, excluding State of Florida holidays; and • Toll-free number for Contractor Customer service. 7.11 .2 Optional Support Optional Support that may be offered as value-added services on purchases such as: • Maintenance upgrades (Maintenance upgrades may be purchased at time of software purchase, at the end of a normal maintenance period, after a maintenance lapse, or at other appropriate times identified by Microsoft); • Software licenses, maintenance and services and documentation updates; • Software Training (for individual or software suites); • Installation services; • Annual review of software maintenance; and • Additional customer service coverage options such as: 0 24/7/365 0 Extended hours 0 After hours contact for emergency orders Optional support levels resulting in increased cost to Customers are to be clearly and separately identified on the Respondent's Vendor Price Sheet as part of the Value-add tab. Optional support is to also be offered at the same percentage discount rate as the awarded category of items to which the optional support is associated. 7.11 .3 Software Training The Contractor may provide training for each type of Microsoft software proposed. All discount percentages or rates must be included on the Vendor Price Sheet on the Value-add tab. The Department will determine which training services proposed will be included in the contract award. After contract award, the Contract Administrator will Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 65 of 74 Page 740 of 1324 have final approval as to which training services submitted on a Software licenses, maintenance and services Change Request form will be included in the Contractor's Catalog. Additionally, if Customers express a specific need for training not currently offered under the Contract, the Contract Administrator may request that the Contractor provide such training. 7.11 .4 Value-added Services Value-added services may be offered by the Contractor. If offered, the Respondent must provide a detailed description, list price, corresponding discount and Florida price. Value-added services will be considered during the negotiation phase of the evaluation process. A separate tab has been provided on the Vendor Price Sheet for the purpose of consideration. Additional Value-added services may be submitted after contract award on the Product Update Form; however, the Contract Administrator will have final approval before the service may be marketed or sold to customers. 7.12 License Management Contractor will be responsible for managing all Microsoft software licenses sold under this contract and will be responsible for tracking all license expiration dates, potential renewals and maintenance options. Contractors may also offer any reporting capabilities that would allow Customers to view Customer specific information of all Microsoft software purchased under the Contract. If offered, Customer specific information will, at a minimum, include the following information: • Agency/OEU name; • Date of purchase; • Software title; • Number of licenses purchased; • License term; • License expiration date; • Name of individual who placed the order and any contact information available; and • Any other pertinent information. 7.13 Pricing and Minimum Orders The following sections provide guidance regarding pricing, discount rates, minimum orders and promotional pricing requirements. 7.13.1 Microsoft's Florida ERP Price List Microsoft has provided to the Department an initial ERP price List. Upon award and for the term of the contract, the LSP is to provide an updated ERP price list on a monthly basis or as often as Microsoft provides an updated ERP price list to the LSP. The Department may verify the ERP price list with Microsoft at any time to ensure that Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 66 of 74 Page 741 of 1324 the price list provided by the LSP is accurate. All Microsoft software offered by the LSP must be included on the proposed Vendor Price Sheet for evaluation. Respondents are to include on the Vendor Price Sheet the Microsoft Florida ERP Level D price (government) or Florida ERP Level A (academic), the LSP discount rate off of the ERP Level price, and the resulting Florida price after the discount is applied, for each software license, maintenance and service proposed. Respondents must also indicate the pricing for the renewal years. 7.13.2 Pricing Pricing offered to the State of Florida for this solicitation is to be the best price available to the State and is to be comparable to or better than the best available pricing from similarly situated government entities. Other states similar in size and buying power to the State of Florida are California, New York, and Texas. Respondents must provide pricing for the initial contract term and pricing for the renewal term as required in subparagraph 287.057(1)(a)2, Florida Statutes. 7.13.3 Discount Rate The discount percentages submitted in the Respondent's Best and Final Offer (BAFO) during the negotiations phase will be considered the minimum discount offered and will be applied to all future Contract price lists for all State of Florida contract customers and is to be submitted to the Department for review and approval. The overall discount levels will remain firm for the term of the contract, including renewals. Volume discounts and promotions above the proposed discounts are acceptable and encouraged. Promotional discounts will not necessitate a contract modification of the reply discounts. All Microsoft software offered in the Respondent's reply must be offered at a discount off Microsoft's ERP Florida Level (Level D - Government and Level A -Academic) price list. All training, support, and other value-add items and services offered in this reply must be listed as a discount off of the LSP's current publically available price list. Pricing offered must be the best price available to the State of Florida and be comparable to or better than pricing offered to other similarly situated states such as California, New York and Texas. The Respondent may include additional discounts and tiered pricing, if applicable. NOTE: 1. The Department has requested that Microsoft lower the amount that the LSP pays to Microsoft in order to increase the discount rates for this contract. Discount rates from the Microsoft ERP price list under the current contract are as follows: a. Select Plus Agreements —27.90% b. Enterprise Agreements —27.25% Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 67 of 74 Page 742 of 1324 c. Academic Agreements-23.40% d. Misc. — 33.33% e. Additional discounts offered for large quantity orders The State expects to receive greater savings under the new Contract. Respondents are therefore encouraged to work with Microsoft to provide the very best pricing available to the State of Florida. After contract award, the Contractor may increase the discount rate at any time by submitting the Software licenses, maintenance and services Update Form to the Contract Administrator. 2. The Department will not be obligated to pay any costs not identified on the Vendor Price Sheet. 3. Any cost not identified in the Contract, but subsequently incurred by the Contractor in order to achieve successful operation, will be borne by the Contractor. 4. Vendor Price Sheets may be reproduced. 5. Contractors may expand items to identify all proposed services, training, maintenance, and other options as appropriate. 7.13.4 Minimum Orders There is to be no minimum order requirements for orders; however, Respondents may offer tiered discount pricing, volume discounts, or aggregated sales level discounts for Microsoft software purchases as appropriate. 7.14 Promotional Pricing All promotional pricing and/or subsequent increased discounts must be extended to all qualified purchase orders from Eligible Users received during the effective date of the price reduction or promotion. The State acknowledges that retail promotions offered to the general public on retail software will not apply to the discounts in this Contract. Any promotions offered in conjunction to this Contract will be specifically limited to the items that are listed in the Vendor Price List. 7.15 Price Adjustments Discounts proposed for Microsoft software licenses, maintenance and services are not to decrease for the entire Contract term, including renewals. If at any point during the Contract Microsoft reduces the LSP cost for software licenses or maintenance, the LSP shall pass on the additional savings to the Customers and shall submit a corrected Vendor Price List to the Contract Administrator. Contractor may offer price decreases at any time during the contract term, including renewal periods. Price increase requests are to be based upon the Producer Price Index (PPI) for Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 68 of 74 Page 743 of 1324 Software Publishers, PCU5112-5112 and supplemented with documentation from Microsoft that demonstrates a price increase is justified, are limited to no more than one time per a twelve month period (i.e. each January or on contract anniversary), are subject to the Contract Administrator's approval, and is to not exceed more than 0.5 percent per year or a maximum of 2.0 percent over the life of the contract. If the PPI does not indicate an increase, then no price increase is to be allowed. Producer Prig Index Industry Data Series Id: PCU5112--5112-- Industr-j: Sofrware pul llahers Product: Sofrware pul llahers Base Bade: ,3 312 D o wnitoaa eXis '!fear ]an Feb Mar r May Jinn cul Aug- Nov Dec Annual � Y;0 99.4 177.4 10-0.4 170.4 103.73 10-7.2 99.8 99.7 99.61 99.9 99.8 99..3 99.8 o Oars 98.8 99.5 99.3: 99.9 99.4 99.7 99.2 99.7 100.7 10,0.8 100.6 100.3 99.8 :k3U96 -101.0 .-100.1 99.1 98.7 103 10-0.3 1 0.0 109.1 1€30.3 170- 6 -100.6, -100.3 190.1 23117 99.5 99.9 99.9 100.1 99.15 99.4 99.5 99.9 99.5 99.4 99.4 99.3: 99.6 4:�k3a8 99.8 99.,6 10+1.0- 171.7 171.4 10-0.2 10-1.4 10]1.7 99.4 171.0 , 101.6 10-7,.4 190.7'' 230 1.01.2 1071.1 1730.Ot 100.0 99.9 99.7 98,.E 99.3. 98..4 9 .k3 94.9 94.6 98.,9 i 2319] 94.4 94.4 94.6 94.4 94.2 93.6 93.8 94.1 94.7 93.9 93.E 93.9 94.1 2311 93.9 ......... 94.03........ 94.,7 94-2 93.9.... 93.,9...... 94.1........ 94.43.........94.3 .........94 7 ........94.1 ......... 94.2 -94.01 2312 94..7 94..1 93.0 92.4 92..1 92.1 92.1 92..93 93.7 92..7 91..5 +91..6 92.6 2313 92.4 ......... 92.'..2... 92.4 92.1.... 92.5.. . 93.,2 ... 92.3........ 92.5 .........92.7 ... 92 4 ........92.5 92.2(P) 2.5W 2014 41.8(P) 92.9(-) 92.8(P) P : PreHminaryr. All indexes are subject to revision four months after original publication The Department reserves the right to request additional savings at any time during the contract period based upon sales volume, changes in purchasing practices, changes in software models, or other reasons as appropriate. 7.16 New Product Additions New products within the scope of this solicitation may be considered for addition to the contract on a quarterly basis. All requests for approval will be made in writing using the Product Update form provided during the ITN process, and are to include software literature and pricing of new software, maintenance, or services may not be marketed as approved prior to written approval from the Contract Administrator. Acceptance of new software licenses, maintenance and services addition requests are contingent upon the successful submission of a complete and accurate quarterly sales report as identified in subsection 7.18, Reporting. Approval is solely within the discretion of the Department and must be within the scope of this ITN. 7.17 Product Deletions/Modifications Software and services may be updated in the form of product deletions or modifications on a quarterly basis. Software licenses, maintenance and services deletions must be identified in the Product Update form provided by the Contract Administrator. Product modifications must also Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 69 of 74 Page 744 of 1324 be identified on the Product Update form and require approval of the Contract Administrator before changes can be implemented by the Contractor. Modifications may be in the form of changes to the product ID number, description or Microsoft price; however, the software/service discount rates must remain the same or better than the originally proposed discount rate, and must continually be competitive with pricing offered (the same as, or better than) to similarly situated states such California, New York and Texas. 7.18 Reporting Each Contractor must submit a sales report on a Quarterly basis. Reporting periods coincide with the State Fiscal Year: Quarter 1 - (July-September) — Due by October 31 Quarter 2 - (October-December) — Due by January 31 Quarter 3 - (January-March) — Due by April 30 Quarter 4 - (April-June) — Due by July 31 Each Quarterly Sales Report must be in Excel format ("Contract Quarterly Report" form is to be provided by the Department) and is to include the following information: 1. Contractor's Name and contact information 2. Detail of time period covered by included data 3. Total sales including detail of list price and contract price 4. Transaction detail is to include the following: Transaction Detail Description of Detail Part Number/SKU Your software licenses, maintenance and services part number, if applicable Model Number/Service Type Model number or description of type of service Software licenses, maintenance and Description of software licenses, maintenance services Description and services or service MFG Manufacturer, Publisher, Service Provider Item Category Description of the software licenses, maintenance and services category Item Subcategory Additional grouping for item Item / Service Name Given name of Item or Service Customer or Agency Name State Agencies, Universities, Political Subdivisions, Other Eligible Users United Nations Standard Software UNSPSC Code licenses, maintenance and services and Services Code (UNSPSC) UOM Unit of Measure Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 70 of 74 Page 745 of 1324 UOM Description Description of unit of measure (see example) Volume Qty Number of items/services purchased/provided Order Date Order Date Date Delivered Delivered date to Customer Purchase Type Purchase Order, Payment Card, Other List Price List price (Market + fee contracts use market price) Total List Price List price times volume quantity Contract Price Contracted price with State of Florida per contract terms Total Contract Price Contract price times volume quantity Failure to provide quarterly and annual sales reports, including those indicating no sales, within thirty (30) calendar days following the end of each quarter (January, April, July and October) and the end of the Contract year may result in the Contractor being found in default and cancellation of the contract by the Department. Upon request, the Contractor will report to the Department spend data with certified and other minority business enterprises. Reports must include the period covered, the name, minority code and Federal Employer Identification Number of each minority vendor utilized during the period, commodities and services provided by the minority business enterprise, and the amount paid to each minority vendor on behalf of each Customer ordering under the terms of this contract. Initiation and submission of the Contract Sales Reports will be the responsibility of the Contractor without prompting or notification by the Contract Administrator. The Contractor will submit the completed Contract Sales Report forms by email to the Contract Administrator no later than the due date indicated above for each quarter. The State reserves the right to request additional information as needed. 7.19 Ordering Instructions Each Contractor will use the ordering instructions they provided per the ITN, subsection 4.4.1.1, Tab 1e. The completed information may be posted in MFMP and on the Department's contract web page to assist Customers in successfully placing orders with awarded Contractors. The Contractor may also consider offering a line item or punch-out catalog in MFMP to assist State agency Customers with software purchases. If Contractor desires to provide such catalog, the Contract Administrator will assist the Contractor in working with the MFMP team to ensure successful implementation. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 71 of 74 Page 746 of 1324 7.20 Financial and Other Consequences The following financial consequences will apply for nonperformance of the contract by a Contractor. The State reserves the right to withhold payment or implement other appropriate remedies, such as contract termination or nonrenewal, when the Contractor has failed to perform/comply with provisions of the Contract. These consequences for non-performance are not to be considered penalties. 7.20.1 Service Level Agreement (SLA) Performance State Agencies and OEUs may add financial consequences in their statements of work as a form of protection from the Contractor or failing to meet performance requirements within any negotiated SLA or purchase order. 7.20.2 Incorrect Price Quotes Customer quotes that are higher than the Department approved Florida Contract price will result in a financial consequence of an additional one percent discount off of the discount rate offered at the time of quote, which will be reflected on the revised quote to that Customer. If the Department becomes aware that incorrect pricing quotes continue even after the financial consequences have been applied on quotes to Customers, the Department reserves the right to institute additional corrective measures such as an increased discount rate of one percent for the Contract, contract suspensions or contract termination. 7.20.3 Third Party Audit Third party audit report findings that indicate LSP Vendor Price Sheets are not consistent or better than pricing or discounts accepted at Contract award may result in the following actions: Pricing identified in the third party pricing audit, (see subsection 6.23) not matching Microsoft ERP Florida Level D (government) or ERP Florida Level A (academic) pricing minus Contractor discount to Florida may result in a financial consequence of an additional one percent discount, per occurrence, for all contract pricing. Additional discount rates will be cumulative. If LSP is determined to have more than four occurrences during the term of the Contract, the Contract may not be renewed, or may be suspended or terminated. 7.21 Subcontractors The Contractor may use a subcontractor in order to provide adequate services and training of any software proposed. The decision to allow subcontractors is at the sole discretion of the Contractor. If approved, all subcontractors are to be the direct responsibility of the Contractor that entered into such subcontract. The Contractor is responsible for all liability, terms and conditions within the contract. If a subcontractor is authorized to conduct business on behalf of Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 72 of 74 Page 747 of 1324 the Contractor and the subcontractor is to receive compensation from the Contractor for its services, then any dispute between the Contractor and the subcontractor is to be resolved between the Contractor and the subcontractor. The State of Florida is not a party to any agreement entered into between the Contractor and its subcontractor(s). The Contractor is responsible to report all contract sales (and pay any associated MFMP transaction fees), including those of any such subcontractors and the Contractor is to ensure that all such subcontractors meet the following requirements: • Have an ACTIVE Registration with the Department of State, Division of Corporations (www.sunbiz.org) • Registered in the MFMP Vendor Information Portal (https:Hvendor.myfloridamarketplace.com) • Not be on the State of Florida's Convicted, Suspended, or Discriminatory lists http://www.dms.myflorida.com/business operations/State purchasing/vendor informatio n/convicted suspended discriminatory complaints vendor lists • Have a copy of e-Verify Status on file • Have a current W-9 filed with the Florida Department of Financial Services (https://flvendor.myfloridacfo.com) THE REMAINDER OF THIS PAGE IS INTENTIONALLY LEFT BLANK. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 73 of 74 Page 748 of 1324 8 Addenda This section contains all addenda to this solicitation. Addenda to the solicitation will be made in accordance with subsections 2.5 and 2.6 of this solicitation. THE REMAINDER OF THIS PAGE IS INTENTIONALLY LEFT BLANK. Licensing Solutions Providers of Microsoft Software and Services ITN No. 07-43230000-L Page 74 of 74 Page 749 of 1324 Microsoft of Licensing Previous Enrollment(s)/Agreement(s) Form Entity Name: City of Boynton Beach Contract that this form is attached to: State Local Government For the purposes of this form, "entity" can mean the signing entity, Customer, Enrolled Affiliate, Government Partner, Institution, or'other party entering into a volume licensing program agreement. Please provide a description of the previous Enrollment(s), Agreement(s), Purchasing Account(s), and/or Affiliate Registration(s) being renewed or consolidated into the new contract identified above. a. Entity may select below any previous contract(s)from which to transfer MSDN subscribers to this new contract. Entity shall ensure that each MSDN subscriber transferred is either properly licensed under the new contract or is removed. b. Entity may select below only one previous contract from which to transfer the Software Assurance(SA) Benefit contact details, i.e., benefits contact(not the SA manager) and the program codes, to this new contract. c. An Open License cannot be used to transfer either the SA Benefit details or MSDN subscribers. d. The date of the earliest expiring Enrollment/Agreement that contains SA or Online Services will be the effective date of the new contract(or SA coverage period for Select Plus). e. Please insert the number of the earliest expiring Enrollment/Agreement with SA or Online Services in the appropriate fields of the new contract. Enrollment/Agreement/ Purchasing Account/Affiliate Purchasing Account/Affiliate SA Benefit IVISDN Registration Description Registration Public Customer Contact Subscribers Number Standard Enrollment 7852823 X X PrevEnrAgrForm(WW)(ENG)(Apr2016) Page 1 of 1 Page 750 of 1324 7.B. BIDS AND PURCHASES OVER$100,000 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: PROPOSED RESOLUTION NO. R18-178-Authorize the City Manager to sign an Agreement, in substantially the form attached, for the purchase, installation, implementation, training and support of a Fire-Rescue Records Management System from EPR Systems USA, Inc. of Sarasota, Florida for a five (5) year period in the amount of$212,891.60. EXPLANATION OF REQUEST: On July 30, 2018, Procurement Services opened three (3) proposals in response to the "Request for Proposal for Fire Rescue Records Management System." This RFP was issued to secure a solution to replace the Fire Department's existing stand-alone records management, and mobile data systems with a comprehensive, fully integrated, public safety information management solution. On August 10, 2018, the initial ranking meeting was held. After evaluation and scoring, the Committee shortlisted the top ranked firm EPR Systems USA, Inc. In accordance with the process outlined in the RFP, this firm and its team was invited to demonstrate their proposed solution to the Committee. On September 13, 2018, a demonstration was held with this shortlisted firm. On September 17, 2018, a final evaluation and ranking meeting was held. After evaluation and scoring, the Committee ranked EPR Systems USA, Inc. as the number one ranked firm. On October 2, 2018, via Agenda Item No. 6.H., City Commission approved the final ranking recommended by the Selection Committee and authorized the City Manager to negotiate an Agreement with EPR Systems USA, I nc. The City's negotiation team, chaired by the Purchasing Manager, conducted multiple negotiations with the vendor via email. As a result of these negotiations, the City obtained a proposal reduction and cost savings to the City of$22,201.80. The proposed system includes first-year maintenance and support; however, in order to maintain the continuity of operations and system functionality, support will be required for subsequent years. The cost for annual maintenance and support on the system for the additional four (4) years is included in this agreement and is fixed and firm. Subsequent renewals, if desired, will be negotiated with the vendor and be brought back to City Commission for consideration of approval. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? The current Records Management System (RMS) is antiquated, labor intensive and inefficient. Approval of this request will allow the Fire Rescue Department to more efficiently manage the increasing number of Emergency Medical Services (EMS) and Fire responses, as well as Fire Inspection activities in the city. Statistical data can effectively be created, allowing Fire Administration to conduct a more comprehensive risk analysis. In addition, the Department will be able to export the National EMS information System data as well as the National Fire Incident Reporting information. FISCAL IMPACT: Budgeted Budgeted; Funds are budgeted in the following account numbers: Fire Rescue: 001-2210-522 Community Standards: 001-2211-522 Page 751 of 1324 ALTERNATIVES: Alternatives to this action would be to not approve the negotiated agreement and direct staff to renegotiate with EPR Systems USA, Inc.; or Not to award and issue a new Request for Proposal. STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: ATTACHMENTS: Type Description Resolution approving Agreement with E PR D Resolution Systems for Fire Rescue Records Management System D Agreement AGREEMENT® EPR SYSTEMS USA, INC. D Exhibit EXHIBITA® RFPAND SUBMITTAL® EPR SYSTEMS D Exhibit EXHIBIT B ® N GOTIAT D FEES Page 752 of 1324 1 RESOLUTION NO. R18 - 2 3 A RESOLUTION OF THE CITY OF BOYNTON BEACH, FLORIDA, 4 AUTHORIZE THE CITY MANAGER TO SIGN AN AGREEMENT FOR 5 THE PURCHASE, INSTALLATION, IMPLEMENTATION, TRAINING 6 AND SUPPORT OF A FIRE-RESCUE RECORDS MANAGEMENT 7 SYSTEM FROM EPR SYSTEMS USA, INC. OF SARASOTA, FLORIDA 8 FOR A FIVE (5)YEAR PERIOD IN THE AMOUNT OF$212,891.60; AND 9 PROVIDING AN EFFECTIVE DATE. 10 11 12 WHEREAS, on July 30, 2018, Procurement Services opened three(3)proposals in 13 response to the"Request for Proposals for Fire Rescue Records Management System which 14 was issued to secure a solution to replace the Fire Department's existing stand-alone records 15 management, and mobile data systems with a comprehensive,fully integrated,public safety 16 information management solution; and 17 WHEREAS, on August 10, 2018, the initial ranking meeting was held and after 18 evaluation and scoring the Committee ranked EPR Systems USA as the top ranked firm; 19 and 20 WHEREAS,the City Commission approved the final ranking recommended by the 21 selection committee on October 2, 2018 and authorized City Staff to negotiate an 22 Agreement with EPR Systems USA, Inc., to be brought back to the City Commission for 23 approval; and 24 WHEREAS, staff has recommended that the City Commission approve and 25 authorize the City Manager to sign an Agreement and other documents to be reviewed and 26 approved by the City Attorney for the purchase, installation, implementation, training and 27 support of a Fire Rescue Records Management System from EPR Systems USA, Inc., of 28 Sarasota, FL for a five (5) year period in the amount of$212,891.00. 29 NOW, THEREFORE,BE IT RESOLVED BY THE CITY COMMISSION OF C:AProgram Files(X86)ANeevia.Com\DocconverterproATemp\NVDC\338A1658-OC47-489B-AAA6-6ABO27316616\Boynton Beach.13639.1.EPR Systems_USA (Fire-Rescue—Records Management)_-_Reso.Docx Page 753 of 1324 30 THE CITY OF BOYNTON BEACH, FLORIDA, THAT: 31 Section 1. The foregoing "Whereas" clauses are hereby ratified and confirmed as 32 being true and correct and are hereby made a specific part of this Resolution upon adoption 33 hereof. 34 Section 2. The City Commission of the City of Boynton Beach, Florida, hereby 35 authorizes and directs the City Manager to sign an Agreement and other documents to be 36 reviewed and approved by the City Attorney for the purchase, installation, implementation, 37 training and support of a Fire Rescue Records Management System from EPR Systems USA, 38 Inc., of Sarasota, FL for a five (5) year period in the amount of$212,891.00, a copy of which 39 is attached hereto as Exhibit"A". 40 Section 3. This Resolution shall become effective immediately upon passage. 41 PASSED AND ADOPTED this day of , 2018. 42 CITY OF BOYNTON BEACH, FLORIDA 43 44 YES NO 45 46 Mayor— Steven B. Grant 47 48 Vice Mayor— Christina L. Romelus 49 50 Commissioner—Mack McCray 51 52 Commissioner—Justin Katz 53 54 Commissioner—Aimee Kelley 55 56 VOTE 57 ATTEST: 58 59 60 Judith A. Pyle, CMC 61 City Clerk 62 63 (Corporate Seal) C:AProgram Files(X86)ANeevia.Com\DocconverterproATemp\NVDC\338A1658-OC47-489B-AAA6-6ABO27316616\Boynton Beach.13639.1.EPR Systems_USA (Fire-Rescue—Records Management)_-_Reso.Docx Page 754 of 1324 "DRAFT" SUBJECT TO REVISIONS PRIOR TO SIGNING. AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND EPR SYSTEMS USA, INC. THIS AGREEMENT is entered into between the City of Boynton Beach, hereinafter referred to as "the City", and EPR SYSTEMS USA, INC., hereinafter referred to as "Vendor', in consideration of the mutual benefits, terms, and conditions hereinafter specified. 1. PROJECT DESIGNATION. The Vendor is retained by the City to perform professional services in connection with the RFP FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM; RFP No.: 027-2210-18/IT. 2. SCOPE OF SERVICES. Vendor agrees to perform the services, identified in the City's RFP and all of its addenda and attachment, including Exhibit "A", Vendor's Response to the RFP and Scope of Services. 3. TIME FOR PERFORMANCE. Work under this agreement shall commence upon written notice by the City to the Vendor to proceed. Vendor shall perform all services and provide all work product required pursuant to this agreement upon written notice to proceed. 4. TERM: This Agreement shall commence upon full execution by all parties and shall terminate five (5) years from that date. 5. PAYMENT: The City will pay the Vendor, the fees as set forth in Exhibit "B", Fees, which is attached hereto and made a part hereof. These fees will be paid by the City for completed work and for services rendered under this agreement as follows, not to exceed $212,891.60 for the full five (5) year term. a. Payment for the work provided by Vendor shall be made promptly on all invoices submitted to the City properly, provided that the total amount of payment to Vendor shall not exceed the total contract price without express written modification of the Agreement signed by the City Manager or her designee. b. The Vendor may submit invoices to the City once per month during the progress of the work for partial payment for project completed to date. Such invoices will be reviewed by the City, and upon approval thereof, payment will be made to the Vendor in the amount approved. c. Final payment of any balance due the Vendor of the total contract price earned will be made promptly upon its ascertainment and verification by the City after the completion of the work under this Agreement and its acceptance by the City. d. Payment as provided in this section by the City shall be full compensation for work performed, services rendered and for all materials, supplies, equipment and incidentals necessary to complete the work. e. The Vendor's records and accounts pertaining to this agreement are to be kept available for inspection by representatives of the City and State for a period of three (3) years after the termination of the Agreement. Copies shall be made available upon request. Page 755 of 1324 6. OWNERSHIP AND USE OF DOCUMENTS. All documents, drawings, specifications and other materials produced by the Vendor in connection with the services rendered under this Agreement shall be the property of the City whether the project for which they are made is executed or not. The Vendor shall be permitted to retain copies, including reproducible copies, of drawings and specifications for information, reference and use in connection with Vendor's endeavors. 7. COMPLIANCE WITH LAWS. Vendor shall, in performing the services contemplated by this Agreement, faithfully observe and comply with all federal, state and local laws, ordinances and regulations that are applicable to the services to be rendered under this agreement. 8. INDEMNIFICATION. Vendor shall indemnify, defend and hold harmless the City, its offices, agents and employees, from and against any and all claims, losses or liability, or any portion thereof, including fees and costs, arising from injury or death to persons, including injuries, sickness, disease or death to Vendor's own employees, or damage to property occasioned by a negligent act, omission or failure of the Vendor. 9. INSURANCE. The Vendor shall secure and maintain in force throughout the duration of this contract comprehensive general liability insurance with a minimum coverage of $1,000,000 per occurrence and $1,000,000 aggregate for personal injury; and $1,000,000 per occurrence/aggregate for property damage, and professional liability insurance in the amount of$1,000,000 per occurrence to$2,000,000 aggregate with defense costs in addition to limits; workers' compensation insurance, and vehicular liability insurance. Said general liability policy shall name the City of Boynton Beach as an "additional named insured" and shall include a provision prohibiting cancellation of said policy except upon thirty (30) days prior written notice to the City. Certificates of coverage as required by this section shall be delivered to the City within fifteen (15) days of execution of this agreement. -a I...mill t of. Re lle-66, th-alp. bove Im.111111oR dollars ($2,000,000) aggregate with a PeF Glairn0 t h thiFty (30) days of aRY G ROM filRd OF Liability 'As........ , Am icciGPS 10. INDEPENDENT CONTRACTOR. The Vendor and the City agree that the Vendor is an independent contractor with respect to the services provided pursuant to this agreement. Nothing in this agreement shall be considered to create the relationship of employer and employee between the parties hereto. Neither Vendor nor any employee of Vendor shall be entitled to any benefits accorded City employees by virtue of the services provided under this agreement. The City shall not be responsible for withholding or otherwise deducting federal income tax or social security or for contributing to the state industrial insurance program, otherwise assuming the duties of an employer with respect to Vendor, or any employee of Vendor. 11. COVENANT AGAINST CONTINGENT FEES. The Vendor warrants that he has not employed or retained any company or person, other than a bona fide employee working solely for the Page 756 of 1324 Vendor, to solicit or secure this contract, and that he has not paid or agreed to pay any company or person, other than a bona fide employee working solely for the Vendor, any fee, commission, percentage, brokerage fee, gifts, or any other consideration contingent upon or resulting from the award or making of this contract. For breach or violation of this warranty, the City shall have the right to annul this contract without liability or, in its discretion to deduct from the contract price or consideration, or otherwise recover, the full amount of such fee, commission, percentage, brokerage fee, gift, or contingent fee. 12. DISCRIMINATION PROHIBITED. The Vendor, with regard to the work performed by it under this agreement, will not discriminate on the grounds of race, color, national origin, religion, creed, age, sex or the presence of any physical or sensory handicap in the selection and retention of employees or procurement of materials or supplies. 13. ASSIGNMENT. The Vendor shall not sublet or assign any of the services covered by this Agreement without the express written consent of the City. 14. NON-WAIVER. Waiver by the City of any provision of this Agreement or any time limitation provided for in this Agreement shall not constitute a waiver of any other provision. 15. TERMINATION. a. The City reserves the right to terminate this Agreement at any time by giving ten (10) days written notice to the Vendor. b. In the event of the death of a member, partner or officer of the Vendor, or any of its supervisory personnel assigned to the project, the surviving members of the Vendor hereby agree to complete the work under the terms of this Agreement, if requested to do so by the City. This section shall not be a bar to renegotiations of this Agreement between surviving members of the Vendor and the City, if the City so chooses. 16. DISPUTES. Any disputes that arise between the parties with respect to the performance of this Agreement, which cannot be resolved through negotiations, shall be submitted to a court of competent jurisdiction in Palm Beach County, Florida. This Agreement shall be construed under Florida Law. 17. NOTICES. Notices to the City of Boynton Beach shall be sent to the following address: Lori LaVerriere, City Manager City of Boynton Beach P.O. Box 310 Boynton Beach, FL 33425-0310 Notices to Vendor shall be sent to the following address: EPR SYSTEMS USA, INC. Attn: Kathi Pletzke 5020 Clark Rd., #119 Sarasota, FL 34233 Page 757 of 1324 18. INTEGRATED AGREEMENT. This agreement, together with attachments or addenda, represents the entire and integrated agreement between the City and the Vendor and supersedes all prior negotiations, representations, or agreements written or oral. This agreement may be amended only by written instrument signed by both City and Vendor. 19. PUBLIC RECORDS. Sealed documents received by the City in response to an invitation are exempt from public records disclosure until thirty (30) days after the opening of the Bid unless the City announces intent to award sooner, in accordance with Florida Statutes 119.07. The City is public agency subject to Chapter 119, Florida Statutes. The Contractor shall comply with Florida's Public Records Law. Specifically, the Contractor shall: A. Keep and maintain public records required by the CITY to perform the service; B. Upon request from the CITY's custodian of public records, provide the CITY with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in chapter 119, Fla. Stat. or as otherwise provided by law; C. Ensure that public records that are exempt or that are confidential and exempt from public record disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and, following completion of the contract, Contractor shall destroy all copies of such confidential and exempt records remaining in its possession once the Contractor transfers the records in its possession to the CITY; and D. Upon completion of the contract, Contractor shall transfer to the CITY, at no cost to the CITY, all public records in Contractor's possession All records stored electronically by Contractor must be provided to the CITY, upon request from the CITY's custodian of public records, in a format that is compatible with the information technology systems of the CITY. E. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: JUDY PYLE, CITY CLERK 100 E BOYNTON BEACH BLVD. BOYNTON BEACH, FLORIDA, 33435 561-742-6061 PYLEJ@BBFL.US Page 758 of 1324 20. SCRUTINIZED COMPANIES -- 287.135 AND 215.473 By execution of this Agreement, Contractor certifies that Contractor is not participating in a boycott of Israel. Contractor further certifies that Contractor is not on the Scrutinized Companies that Boycott Israel list, not on the Scrutinized Companies with Activities in Sudan List, and not on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or has Contractor been engaged in business operations in Syria. Subject to limited exceptions provided in state law, the City will not contract for the provision of goods or services with any scrutinized company referred to above. Submitting a false certification shall be deemed a material breach of contract. The City shall provide notice, in writing, to Contractor of the City's determination concerning the false certification. Contractor shall have five (5) days from receipt of notice to refute the false certification allegation. If such false certification is discovered during the active contract term, Contractor shall have ninety (90) days following receipt of the notice to respond in writing and demonstrate that the determination of false certification was made in error. If Contractor does not demonstrate that the City's determination of false certification was made in error then the City shall have the right to terminate the contract and seek civil remedies pursuant to Section 287.135, Florida Statutes, as amended from time to time. THE REMAINDER OF THE PAGE IS INTENTIONALLY LEFT BLANK. Page 759 of 1324 DATED this day of 20 CITY OF BOYNTON BEACH Lori LaVerriere, City Manager Vendor Attest/Authenticated: Title (Corporate Seal) Judy Pyle, City Clerk Approved as to Form: Attest/Authenticated: James A. 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M. (LOCArI�rJ � r I,l vJ,1 r ,, t31 is vt i� 'rls, �i v,}tr, v l 4 t 3 1 � t r s1 s� ( 3\s3t het \,, �l �iq`' ' 3`�j'�}( �4 ' �10E/PIS CUREM �11't4` srl its}) r +Ii t4 JSjs1�SrA rs 1(s �il{l!ti si fll 41)1i} t_iti ,s'y )Ss {it isr<,, ritrlrl>}1�s is#r} 7}ti lljitl as s,{y }�si,r �V}}(� t}11� {sl�4fsl i��h}s.<s a ��,4s is ss i�t1\(�Ss�l�tt}�\.(13rsr}4 3{sI}t4 si}V�4{�£i( \lisl�4stt is}rrss,�, rritrlq}vvi1~�4,1;1 tv1I 31�`,t��,r Al ��jl(}1Z�s{)Sts, g1js�r��twsi�;tsY t}V ,l,. slss�ljls�4¢�� 1t t1��}411t{fiis}{�{ii,as£}�Ii\�34isii4.JAfrV\{ 4rp�+ssbt��it�'u t111i! Sl�A1i 1,�t, i��Is �lsi �NS{ S rSt\r�� t \�`tS{ �ts1i �s\�S\ }sv4 s (rJjl}4!�1s s, �y 1 ititiil'ii ��t}4s\i}s�4�s��it�i�}� \S�st}.:��t }4��}t}s\5i�1 ��slttJ s }Ii4tir7l}�}1#t}}sjtl�l�iA��ss si��l�s}tils tltS,a: it ti},}ty3tvi til'Ih,'i1i1�{1�s�1��'�tii'1'{1£`§{+rt�tltt's s}1z�i S '�sgt'lttln,v Page 761 of 1324 The City of Boynton Beach 4k REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT Sealed RFP's will be received in Procurement Services, City of Boynton Beach, 100 E. Boynton Beach Boulevard, or mail to P.O. Box 310, Boynton Beach, Florida 33425-0310 on or by: JULY 30, 2018 No Later Than 2:30 P.M. (Local Time). RFP's will be opened in: 100 E. Boynton Beach Boulevard CITY HALL—2ND FLOOR ATTENTION ALL INTERESTED RESPONDENTS Copies of this solicitation package may be obtained from Demandstar at Onvia at www.demandstar.com or by calling 1-800-711-1712. Demandstar distributes the City's solicitations through electronic download. If you prefer that a copy be mailed via U.S.P.S., please contact the City's Procurement Division at(561) 742-6322. Respondent(s)who obtain copies of this solicitation from sources other than Demandstar or the City's Procurement Services Division may potentially risk not receiving certain addendum(s) issued as a result of the solicitation. One (1) original, so designated and four (4) copies along with one (1) electronic copy on a USB thumb drive, for a total of six (6) submittals of the response shall be submitted in one sealed package clearly marked on the outside: "RFP NO. 027-2210-18/IT — FIRE- RESCUE RECORDS MANAGEMENT SYSTEM" and addressed to: City of Boynton Beach, Finance/Procurement Services,100 E. Boynton Beach Boulevard, or P.O. Box 310, Boynton Beach, FL 33425-0310. RFP's received after the assigned date and time will not be considered. The Procurement Services time stamp shall be conclusive as to the timeliness of filing. The City of Boynton Beach is not responsible for the U.S. Mail or private couriers with regard to mail being delivered by a specified time so that an RFP can be considered. If no award has been made, the City reserves the right to consider RFP's that have been determined by the City to be received late due to mishandling by the City after receipt of the RFP. America's Gateway to the Gulf Stream 2 Page 762 of 1324 PUBLIC RECORDS DISCLOSURE Pursuant to Florida Statutes §119.07, sealed bids or proposals received by the City in response to an invitation to bid are exempt from public records disclosure requirements until the City provides a notice of decision or thirty (30) days after the opening of the proposal/bid. If the City rejects all bids or proposals submitted in response to an invitation to bid or request for proposals and the City concurrently provides notice of its intent to reissue the competitive solicitation, the rejected bids or proposals remain exempt from public records disclosure until such time as the City provides notice of a decision or intended decision concerning the competitive solicitation or until the City withdraws the reissued competitive solicitation.A bid, proposal, or reply is not exempt for longer than twelve (12) months after the initial City notice rejecting all bids, proposals, or replies. Requests for bid or proposal documents should be submitted to the City Clerk's Office. Documents may be inspected without charge, but a charge will be incurred to obtain copies. LOBBYING /CONE OF SILENCE Consistent with the requirements of Chapter 2, Article VIII, Lobbyist Registration, of the Palm Beach County Code of Ordinances, Boynton Beach imposes a Cone of Silence. A cone of silence shall be in effect as of the deadline to submit the proposal, bid, or other response and shall remain in effect until City Commission awards or approves a contract, rejects all bids or responses, or otherwise takes action that ends the solicitation process. While the cone of silence is in effect, no proposer or its agent shall directly or indirectly communicate with any member of City Commission or their staff, the Manager, any employee of Boynton Beach authorized to act on behalf of Boynton Beach in relation to the award of a particular contract or member of the Selection Committee in reference to the solicitation, with the exception of the Purchasing Manager or designee. (Section 2-355 of the Palm Beach County Code of Ordinances.) Failure to abide by this provision may serve as grounds for disqualification for award of contract to the proposer. Further, any contract entered into in violation of the cone of silence shall render the transaction voidable. The cone of silence shall not apply to oral communications at any public proceeding, including pre-bid conferences, oral presentations before Selection Committees, contract negotiations during any public meeting, presentations made to the City Commission, and protest hearings. Further, the cone of silence shall not apply to contract negotiations between any employee and the intended awardee, any dispute resolution process following the filing of a protest between the person filing the protest and any employee, or any written correspondence with Boynton Beach as may be permitted by the competitive solicitation. Additionally, the cone of silence shall not apply to any purchases made in an amount less than the competitive solicitation threshold set forth in the Purchasing Manual. Any questions relative to any item(s) or portion of this bid should be directed to Ilyse Triestman, Purchasing Manager; Telephone: (561) 742-6322, E-mail: triestmani(d)bbfl.us City of Boynton Beach 3 RFP No.027-2210-18/IT Page 763 of 1324 INTENT/ SCOPE OF SERVICES The City of Boynton Beach, Florida (City) is actively seeking proposals from qualified and experienced firms to replace the Fire Department's existing stand-alone records management, and mobile data systems with a comprehensive, fully integrated, public safety information management solution. The selected software system will be state-of-the-art and will have the ability to share and receive information within a mobile environment. RFP documents are available online through DemandStar by Onvia at: www.demandstar.com Upon request, documents will be e-mailed. Contact: CITY OF BOYNTON BEACH PROCUREMENT SERVICES 100 E. Boynton Beach Boulevard Boynton Beach, Florida 33435 Ilyse Triestman, Purchasing Manager Telephone: (561) 742-6322; Email: triestmanip_bbfl.us Office Hours: MONDAY — FRIDAY, 8:00 A.M. to 5:00 P.M. CITY OF BOYNTON BEACH .. - 0- A4-WQ Tim W. Howard Assistant City Manager -Administration City of Boynton Beach 4 RFP No.027-2210-18/IT Page 764 of 1324 TABLE OF CONTENTS REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT Section I —Submittal Information . .......................................................................................6 Section 11 — Purpose, Background and Scope of Services ..................................................7 Section III — Proposal Submittal Instructions and Requirements. .................................8 - 11 Section IV— Proposal Evaluation Method and Criteria. ...............................................12 -14 GeneralConditions . ...................................................................................................15 -21 Attachment"A— Functional Specifications Requirements Compliancy....................22 - 33 Proposer Acknowledgement . ............................................................................................34 Addenda ............................................................................................................................35 FeeProposal ..............................................................................................................36 - 40 Statement of Qualifications . .......................................................................................41 - 42 ReferenceForm ................................................................................................................43 Anti-Kickback Affidavit . .....................................................................................................44 Non Collusion Affidavit ......................................................................................................45 Confirmation of Minority Owned Business . ......................................................................46 Confirmation of Drug-Free Workplace . .............................................................................47 Acknowledgement of PBC Inspector General....................................................................48 Local Business Status Certification Form................................................................49 Schedule of Subcontractors ..............................................................................................50 Statement of No Submittal . ...............................................................................................51 "DRAFT" Professional Services Agreement. ...............................................................52- 58 Page 5 of 58 Page 765 of 1324 REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT Section I —SUBMITTAL INFORMATION A. The City of Boynton Beach will receive RFP responses until July 30, 2018, no later than 2:30 P.M. (LOCAL TIME) in Procurement Services located on the second floor of City Hall, 100 E. Boynton Beach Boulevard, Boynton Beach, Florida 33435. B. Any responses received after the above stated time and date will not be considered. It shall be the sole responsibility of the qualifier to have their RFP response delivered to Finance/Procurement Services for receipt on or before the above stated time and date. It is recommended that responses be sent by an overnight air courier service or some other method that allows for tracking and delivery confirmation. RFP responses that arrive after the above stated deadline as a result of delay by the mail service shall not be considered, shall not be opened at the public opening, and arrangements shall be made for their return at the qualifier's request and expense. The City reserves the right to consider submittals that have been determined by the City to be received late due solely to mishandling by the City after receipt of the RFP and prior to the award being made. C. If any addenda are issued to this RFP, the City will attempt to notify all prospective proposers who have secured same, however, it shall be the responsibility of each proposer, prior to submitting the RFP response, to contact Finance/Procurement Services at (561) 742-6322 to determine if any addenda were issued and to make any addendum acknowledgements and comply with the requirements of each addendum as part of their RFP response. D. One (1) original, so designated and four (4) copies along with one (1) electronic copy on a USB thumb drive, for a total of six (6) submittals of the RFP response, shall be submitted in one sealed package clearly marked on the outside "RFP No. 027-2210-18/IT— FIRE-RESCUE RECORDS MANAGEMENT SYSTEM", and addressed to: City of Boynton Beach, Finance/Procurement Services, P.O. Box 310, Boynton Beach, FL 33425-0310. E. Responses shall clearly indicate the legal name, address and telephone number of the proposer (firm, corporation, partnership or individual). Responses shall be signed above the typed or printed name and title of the signer. The signer shall have the authority to bind the proposer to the submitted RFP. Proposers must note their Federal I.D. number on their RFP submittal and include a copy of their W-9. F. All expenses for making RFP responses to the City are to be borne by the proposer. G. A sample draft contract that the City intends to execute with the successful firm is contained in this Request for Proposal for review. The City reserves the right to modify the contract language prior to execution. The scope of services will closely track the scope of work detailed in Section II of this Request for Proposal. Page 6 of 58 Page 766 of 1324 Section II — PURPOSE, BACKGROUND AND STATEMENT OF WORK 1. BACKGROUND/ PURPOSE/ STATEMENT OF WORK The City of Boynton Beach is the third largest municipality in Palm Beach County. A coastal community of 16.5 square miles is located in central Palm Beach County- midway between Fort Lauderdale and West Palm Beach and neighbored to the north by Lantana, Lake Worth and to the south by Delray Beach and Boca Raton. Boynton Beach Fire Rescue provides an all hazard response to the over 13,000 incidents in the last fiscal year, of which over 70% were requests for emergency medical services. The Fire Department provides these services from five (5) fire stations located throughout the 16.5 square mile city. The Department provides fire suppression, technical rescue, advance life support emergency medical transport, fire inspections and code enforcement activities using 28 mobile emergency and non-emergency mobile units. The goal of this project is to consolidate data collection and management into a cloud based solution that meets State and Federal reporting requirements and security standards. The solution will facilitate mobile data collection from fire incidents, EMS incidents, fire inspection and code enforcement activities, staffing, inventory control, EMS and fire inspection billing, and station activity logs. EMS reports must include the NEMSIS Version 3.0, or greater, and State of Florida EMSTARS 3.0, or higher data set, able to add data fields, and capture graphics, and signatures. The solution must have the ability to export NFIRS Data in a format that complies with Florida Fire Incident Responder System Program (FFIRS)The solution must be able to export the EMSTARS 3.0 or higher dataset in a format that allows the State of Florida to receive and integrate the data into their database. The preferred proposer will provide a path to allow the integration of legacy data into the proposed system. All the modules must be interconnected to create a seamless records management system. The successful Proposer shall be capable of providing a fully integrated operational turnkey system that is configurable, and includes installation, training, testing, user documentation, and cutover/operational support during reliability testing. Contractors must propose system warranty and maintenance to include system update services that include all third-party services and interfaces. Contractors shall meet the functional specifications requirements contained in Attachment A - FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY. Failure to meet the functional specifications requirements may be cause to reject the proposal as non-responsive. 2. TERM OF SERVICES The term of the Project will be established with the recommended vendor and the City. The term will be in the Agreement upon award by City Commission. Page 7 of 58 Page 767 of 1324 Section III - PROPOSAL SUBMITTAL INSTRUCTIONS AND REQUIREMENTS I. In order to facilitate the analysis of responses to this RFP, Respondents are required to prepare their proposals in accordance with the instructions outlined in this section. Consultants whose proposals deviate from these instructions may be considered non- responsive and may be disqualified at the discretion of the City of Boynton Beach. II. Proposals shall be prepared as simply as possible and provide a straightforward, concise description of the Respondent's capabilities to satisfy the requirements of the RFP. Expensive bindings, color displays, promotional materials, etc., are not necessary or desired. Emphasis shall be concentrated on accuracy, completeness, and clarity of content. a. Each of the eight (8) sections listed below shall be tabbed and labeled. b. Each page shall be numbered on the bottom right hand corner. c. Submit one (1) original proposal and four (4) copies + one (1) electronic copy on flash drive or CD/DVD. d. The proposal shall be organized as follows: Proposal Tab Section Title 1. Introduction letter/Statement of Interest 2. Statement of Organization 3. Minimum Qualifications 4. Proposed Approach and Process 5. Qualifications/Experience of Firm and Team 6. Similar Projects / References 7. Cost Proposal 8. Submittal Forms TAB 1 - INTRODUCTION LETTER / STATEMENT OF INTEREST — The Respondent shall provide an introduction letter on corporate letterhead, signed by an authorized representative of the company. The letter should clearly indicate the company name, address and signature. This letter shall provide a brief narrative highlighting the Respondent's proposal. This tab section should not include cost quotations. TAB 2 — STATEMENT OF ORGANIZATION_:— The Respondent shall provide the following information: A. Legal contracting name including any dba. B. State of organization or incorporation. C. Ownership structure of Respondent's company. (e.g., Sole Proprietorship, Partnership, Limited Liability Corporation, Corporation) D. Federal Identification Number. E. Contact information for Respondent's Corporate headquarters. Address City, State, Zip Phone F. Contact information for Respondent's Local office (if any). Page 8 of 58 Page 768 of 1324 Address City, State, Zip Phone G. List of officers, owners and/or partners, or managers of the firm. Include names, business addresses, email addresses, and phone numbers. H. Any additional organizational information that Respondent wishes to supply to augment its organizational structure. I. Contact information for Respondent's Primary representative during this RFP process. Name Phone E-mail Mailing Address City, State, Zip J. Contact information for Respondent's Secondary representative during this RFP process. Name Phone E-mail Mailing Address City, State, Zip K. Briefly summarize any potential conflicts of interest, pending or current litigation relating to the performance of requested surveying services in which Respondent is party to. Disclose any circumstance where the conduct of the Respondent is being investigated or has had an adverse determination by any legal or administrative body. L. Provide details of any ownership changes to Respondent's organization in the past three years or changes anticipated within six months of the Due Date and Time (e.g., mergers, acquisitions, changes in executive leadership). TAB 3 — MINIMUM QUALIFICATIONS — Each respondent shall submit information and documentation requested that confirms it meets the following qualification requirement(s): a. Must be registered with the States of Florida, Division of corporations to do business in Florida. No documentation is required. The City will verify registration. b. Respondent must have completed within in the past five (5) years, one or more systems integration with a Fire/EMS Department CAD system and an RMS solution in a fire rescue department. Respondent shall provide documentation and contact information for City's use in order to comply with this requirement. Page 9 of 58 Page 769 of 1324 TAB 4— PROPOSED APPROACH AND PROCESS— 1. Provide a concise description of the approach and process the vendor will employ to successfully complete the statement of work in described in Section II to be performed to include any specific staffing or equipment resources that will be employed by the vendor. Multiple alternate solution proposals may be submitted by the same proposer. For each different proposed solution, include the same degree of detail and description specified for a primary offering. 2. Include the Completed Functional Specifications Requirements Compliancy Form located in Attachment A. This form must be completed may be cause to reject the proposal as non- responsive. TAB 5— QUALIFICATIONS AND EXPERIENCE OF FIRM AND TEAM — 1. The Respondent shall describe its qualifications and demonstrated experience with a project of this scale and similar complexity. 2. Describe the qualifications and demonstrated experience of key persons who shall be assigned to the project. Attach brief resumes and additional information as needed. 3. Provide examples of project assignments, experience and qualifications relevant to the proposed project. Describe if experience is with this firm or other firms. TAB 6—SIMILAR PROJECTS/ REFERENCES — 1. Provide references for similarly successful projects from at least three (3) governmental agencies (or regional districts), including the name of the agency, contact name, telephone, fax and email address. The City is especially interested in successful projects involving Superion (formerly known as Spillman Technologies) CAD systems. 2. Provide examples of work by firm or individual which best illustrates current qualifications relevant to the City's project that has been/I being accomplished by personnel that shall be assigned to the City's project. List no more than ten (10) projects. The following details should be included for each example: 1. Project Name, Entity Name, Address and Location, Contact Person, Title, Telephone Number. 2. Name of Firm's Project Manager for the project. 3. Completion Date of Project (actual or estimated). 4. Estimated Project Cost. 5. Amount of Work for which your firm was/is responsible. 6. Scope of Entire Project. (List the tasks accomplished. (Attach samples of deliverables, outlines or descriptions of items.) 7. Firm's personnel (name/project assignment) that work on the stated project that shall be assigned to the City's project.) TAB 7 — COST PROPOSAL — The City of Boynton Beach requests that the firms interested in responding complete the Cost Proposal Form attached herein. If a discount off retail pricing for items not specifically listed on the Cost Proposal Form is available, please provide that information. Also include any other pricing discounts or offers that will assist the City of Boynton Beach in obtaining the best possible pricing for the services provided. Page 10 of 58 Page 770 of 1324 TAB 8 — SUBMITTAL FORMS — Respondents must complete and submit the required forms in order for submittal to be considered a valid response. DO NOT INCLUDE YOUR PRICE PROPOSAL FORM IN THIS SECTION RATHER INCLUDE IT IN TAB 7— PRICE PROPOSAL. ■ Proposer's Acknowledgement ■ Acknowledgment of Addendum(s) ■ Statement of Proposer's Qualifications ■ References ■ Anti-Kickback Affidavit ■ Non Collusion Affidavit of Prime Proposer ■ Confirmation of Minority Owned Business ■ Confirmation of a Drug Free Workplace ■ Acknowledgement of PBC Inspector General ■ City of Boynton Beach Local Business Status ■ Schedule of Sub-Consultants ■ Statement of No Proposal (if applicable) THE REMAINDER OF THE PAGE IS INTENTIONALLY LEFT BLANK. Page 11 of 58 Page 771 of 1324 Section IV— PROPOSAL EVALUATION METHOD AND CRITERIA: The City will designate a Selection Committee to review and evaluate the Proposals submitted in response to this RFP. The Purchasing Manager shall determine whether each Respondent is responsive and responsible. For the purposes of this RFP, a responsive Respondent means a Firm that has submitted a proposal that conforms in all material respects to the requirements in the RFP. Accordingly, the Purchasing Manager will determine whether each Proposer correctly submitted all of the necessary forms and documents. Among other things, a proposal may be found to be non-responsive if the Respondent failed to provide the information requested in the RFP; failed to utilize or complete the required forms; provided incomplete, indefinite, or ambiguous responses; failed to comply with the applicable deadlines; provided improper or undated signatures; or provided information that is false, misleading, or exaggerated. The evaluation and selection process will be conducted in two phases. In phase one, each committee member will independently score each proposal on vendor qualifications, system suitability, reporting and data analytics, implementation services and warranty utilizing the evaluation criteria listed below. Purchasing Services will calculate the scores for the cost proposal and for local business status and will provide the scores to the committee members. The Total Maximum Score for each proposal in this Phase is 80 points. The Committee will endeavor to create a short list of at least three (3) of the highest ranked Proposers. In the event that fewer than three (3) firms express interest in a project or fewer than three (3) are deemed qualified by the Evaluation Committee, then Procurement Services Division shall make a determination as to whether to proceed with the lesser number of firms. These Proposers will then advance to the second phase of the process — demonstrations. The Committee will evaluate the firm's demonstrations utilizing the evaluation criteria listed below. The Total Maximum Score for each proposal in this Phase is 20 points. The scores from each phase will then be added to arrive at a total score. The Selection Committee will evaluate each proposal utilizing the following criteria: Criterion Max Score Vendor Qualifications 15 System Suitability 20 Reporting and Data Analytics 10 Implementation Services and Warranty 10 Cost Proposal 20 Demonstration 20 Local Business Certification Form 5 Total 100 Page 12 of 58 Page 772 of 1324 Description of Criteria: Vendor Qualifications — The City is requesting proposals from organizations that are qualified as system vendors and are either the manufacturers and/or developers of the system offered or authorized agents of such manufacturer or developer. Vendors with the following qualifications are encouraged to participate in the RFP process and submit proposals: a. Demonstrated at least 3 years of experience in the design, installation, and maintenance of records management system. b. Sufficient qualified and experienced engineering, design, installation and service personnel to satisfy any engineering or service problem that may arise during the installation, warranty, and maintenance periods. c. References showing previous implementations of public safety systems in agencies of comparable complexity and/or size. d. Did the vendor demonstrate experience integrating their CAD system with Superion (Spillman) CAD System? System Suitability—The vendor will be evaluated on the suitability of its system with respect to the following factors: a. Does the records management system meet all the functional needs of the City? b. Does the vendor provide a system that will be easy to use and administer? c. How well does the vendor understand the training requirements and how does the vendor propose to fulfill them? d. Is the system design suitable for a mission critical environment? i. Does it meet the fault tolerance requirements? ii. Will it be easily expandable without replacement? iii. Will it be user maintainable? e. Is the system built to operate on industry standard hardware and software platforms that are easy to maintain Reporting and Data Analytics — The vendor will be responsible for complete and timely installation of all equipment. The vendor may utilize the services of equipment suppliers or service agencies to do the physical installation, but this does not relieve the vendor of any responsibility for the installation. The vendor's project manager will remain the contact for any installation issues or problems. Implementation Services and Warranty - The vendor will be responsible for complete and timely installation and configuration of all software and equipment proposed. a. The vendor may utilize the services of equipment suppliers or service agencies to do the physical installation, but this does not relieve the vendor of any responsibility for the installation. The vendor's project manager will remain the contact for any installation issues or problems. b. The City will be responsible for providing a suitable environment for vendor equipment and will provide necessary conduit, cable paths and communications lines. Page 13 of 58 Page 773 of 1324 Price Proposal — The firm providing the lowest price to the City will receive the maximum of 20 points, all others will receive points based on the following formula: Lowest Cost Submitted - Cost Submitted x Maximum Possible Cost Points = Cost Points to Award (see example below). Formula Example Example Example Lowest Cost Submitted $10 $10 $10 Cost Submitted $10 $20 $15 x Maximum Possible Cost Points 20 20 20 = Points To Award 20 10 23.4 Demonstration -The vendor must show compliancy with functional specifications as indicated in their respective response in Attachment A during the demonstration evaluation. Key Requirements: • The demonstrations shall be held at a City Facility to be determined . • All demonstrations shall be live and should not exceed 6 hours • The vendor must have a technology specialist available for the demonstration and to discuss integration to existing IT technologies. • The vendor is requested to have an implementation specialist available, in person or by phone conference for the demonstration to answer specific questions relation to configuration and implementation phase of the project • The team may be asked to demonstrate the product using a simulated event (structure fire, EMS incident, and/or fire safety inspection) during the evaluation using a predefined script. The demonstration will be evaluated based upon the knowledge exhibited by the Proposer and its team members and comprehensive explanations and/or augmentation of information. Consideration will also be given for presentation style. Clarification of information as well as information obtained during the interview process will be considered in the final evaluations and ranking of Proposals.All costs incurred by Proposer to participate in the interview, including travel, will be the sole responsibility of the Proposer. Upon completion of the demonstration, the Committee will independently score the proposals based upon the evaluation criteria listed above. The Committee will convene at a publicly noticed meeting to reveal their scores. The scores from phases 1 and 2 will be added to arrive at a total score. The proposals will then be re-ranked and the highest ranked qualified Proposer will be recommended to City Commission for approval. At any time during the Selection process, the City may conduct investigations it deems necessary to evaluate the Proposals. Each Proposer shall promptly provide the City with any additional information reasonably requested by the City. The City shall have the right to make additional inquiries visit the facilities of one or more of the Proposers, or take any other action the City deems necessary to fairly evaluate a Proposal. At any time during the Selection process, the City may reject a proposal if the City concludes the Proposer is not qualified (e.g. Proposer does not satisfy the minimum requirements criteria set forth in this RFP). Page 14 of 58 Page 774 of 1324 REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT GENERAL CONDITIONS 1. FAMILIARITY WITH LAWS: The qualifier is assumed to be familiar with all Federal, State and Local laws, ordinances, rules and regulations that in any manner affect the equipment. Ignorance on the part of the qualifier will in no way relieve them from responsibility. 2. BID FORMS: The bidder will submit a bid on the bid forms provided. All bid prices, amounts and descriptive information must be legibly entered. The bidder must state the price and the time of delivery for which they propose to deliver the equipment or service requested. The bidder IS required to be licensed to do business as an individual, partnership or corporation in the State of Florida. Place all required bid forms in a sealed envelope that has the company's name and address, proposal title, number, proposal date and time on the outside of the sealed envelope. Proposals not submitted on appropriate proposal forms may be rejected. All proposals are subject to the conditions specified herein. Proposals which do not comply with these conditions are subject to rejection. 3. EXECUTION OF BID: Proposal must contain an original signature of a representative who is legally authorized to contractually bind the Proposer. 4. NO BID: If not submitting a proposal, respond by returning one copy of the"STATEMENT OF NO BID" and explain the reason by indicating one of the reasons listed or in the space provided. Repeated failure to quote without sufficient justification shall be cause for removal of the Professional's name from the mailing list. NOTE: To qualify as a respondent, bidder must submit a "NO BID" and it must be received no later than the stated bid receiving date and hour. 5. BID DEADLINE: It is the proposer's responsibility to assure that the proposal is delivered at the proper time and place prior to the proposal deadline. The City of Boynton Beach is not responsible for the U.S. Mail or private couriers in regards to mail being delivered by a specified time so that a proposal can be considered. Proposals which for any reason are not delivered by the deadline will not be considered. If no award has been made, the City reserves the right to consider proposals that have been determined by the City to be received late due to mishandling by the City after receipt of the proposal. Offers by telegram or telephone are not acceptable. 6. RIGHT TO REJECT RFP: Right is reserved to reject any or all RFP's and to waive technical errors, or to accept any RFP's that are in part deemed as the best responsible qualifier which represents the most advantageous RFP to the City. In determining the "most advantageous RFP", price, quantifiable factors, and other factors are considered. This would include specifications, proposed schedule, the proposed price and other factors contributing to the overall acquisition cost of this service. Consideration may be given, but not necessarily limited to conformity to the specifications, including timely delivery, product warranty, a qualifier's proposed service, ability to supply and provide service, delivery to required schedules and past performances in other Contracts with the City or other government entities. Page 15 of 58 Page 775 of 1324 7. RIGHTS OF THE CITY: The City expressly reserves the right to: ■ Waive as an informality, minor deviations from specifications at a lower price than the best responsible qualifier meeting all aspects of the specifications and consider it, if it is determined that total cost is lower and the overall function is improved or not impaired; ■ Waive any defect, irregularity or informality in any RFP or qualifying procedure; ■ Reject or cancel any or all RFP's; ■ Reissue Request For Proposal Invitation; ■ Extend the RFP opening time and date; ■ Consider and accept an alternate RFP as provided herein when most advantageous to the City. 8. STANDARDS: Factors to be considered in determining whether the standard of responsibility has been met include whether a prospective qualifier has: ■ Available the appropriate financial, material, equipment, facility and personnel resources and expertise, or the ability to obtain them, necessary to indicate its capability to meet all contractual requirements; ■ A satisfactory record of performances; ■ A satisfactory record of integrity; ■ Qualified legally to Contract within the State of Florida and the City of Boynton Beach; ■ Supplied all necessary information in connection with the inquiry concerning responsibility. 9. INFORMATION AND DESCRIPTIVE LITERATURE: Proposers must furnish all information requested in the spaces provided on the RFP form. Further, as may be specified elsewhere, each qualifier must submit for RFP evaluation cuts, sketches, and descriptive literature and technical specifications covering the products offered. Reference to literature submitted with a previous RFP or on file with the buyer will not satisfy this provision. 10. INTERPRETATIONS: Any questions concerning conditions and specifications should be directed to this office in writing no later than ten (10) days prior to the RFP closing. Inquiries must reference the date by which the RFP is to be received. 11. CONFLICT OF INTEREST: The award hereunder is subject to all conflict of interest provisions of the City of Boynton Beach, Palm Beach County, of the State of Florida. 12. TRADE SECRET:Any language contained in the Proposer's Proposal purporting to require confidentiality of any portion of the Proposal, except to the extent that certain information is in the City's opinion a Trade Secret pursuant to Florida law, shall be void. If a Proposer submits any documents or other information to the City which the Proposer claims is Trade Secret information and exempt from Florida Statutes Chapter 119.07 (Public Records Laws), the Proposer shall clearly designate that it is a Trade Secret and that it is asserting that the document or information is exempt. The Proposer must specifically identify the exemption being claimed under Florida Statutes 119.07. The City shall be the final arbiter of whether any Page 16 of 58 Page 776 of 1324 information contained in the Proposer's Proposal constitutes a Trade Secret. The City's determination of whether an exemption applies shall be final, and the Proposer agrees to defend, indemnify, and hold harmless the City its officers, employees, volunteers, and agents, against any loss or damages incurred by any person or entity as a result of the City's treatment of records as public records. Proposals purporting to be subject to copyright protection in full or in part will be rejected. EXCEPT FOR CLEARLY MARKED PORTIONS THAT ARE BONA FIDE TRADE SECRETS PURSUANT TO FLORIDA LAW, DO NOT MARK YOUR PROPOSAL AS PROPRIETARY OR CONFIDENTIAL. DO NOT MARK YOUR PROPOSAL OR ANY PART THEREOF AS COPYRIGHTED. 13. SUBCONTRACTING: If a qualifier subcontracts any portion of a Contract for any reason, they must state the name and address of the subcontractor and the name of the person to be contacted on the attached "Schedule of Subcontractors". The City of Boynton Beach reserves the right to accept or reject any or all RFP's wherein a subcontractor is named and to make the award to the qualifier, who, in the opinion of the City, will be in the best interest of and/or most advantageous to the City. The City also reserves the right to reject the RFP of any qualifier if the RFP names a subcontractor who has previously failed in the proper performance of an award or failed to deliver on time Contracts of a similar nature, or who is not in a position to perform properly under this award. The City reserves all rights in order to make a determination as to the foregoing. 14. ADDENDA: From time to time, the City may issue an addendum to change the intent or to clarify the meaning of the Contract documents. Since all addenda are available to Proposers at the Office of Procurement Services, it is each qualifier's responsibility to check with the issuing office and immediately secure all addenda before submitting RFP's. It is the usual practice for the City to upload all addenda to Demanstar.com, but it cannot be guaranteed that all Proposers will receive ALL addendum(s) in this manner. Each qualifier shall acknowledge receipt of ALL addenda by notation on the RFP. 15. ESCALATOR CLAUSE: Any RFP which is submitted subject to an escalator clause will be rejected. 16. EXCEPTIONS: Incorporation in an RFP of exceptions to any portion(s), of the Contract documents may invalidate the RFP. Exceptions to the Technical and Special Provisions shall be clearly and specifically noted in the qualifier's RFP on a separate sheet marked "EXCEPTIONS TO THE SPECIFICATIONS" and this sheet shall be attached to the RFP. The use of qualifier's standard forms or the inclusion of manufacturer's printed documents shall not be construed as constituting an exception within the intent of the Contract documents. 17. DISPUTES: In case of any doubt or difference of opinion as to the items to be furnished hereunder, the decision of the City Manager shall be final and binding on both parties. 18. ANTITRUST CAUSE OF ACTION: In submitting an RFP to the City of Boynton Beach, the respondent offers and agrees that if the RFP is accepted, the respondent will convey, sell, assign or transfer to the City of Boynton Beach all rights, title and interest in and to all causes of action it may now or hereafter acquire under the antitrust laws of the United States and State of Florida for price fixing relating to the particular commodities or services purchased or acquired by the City of Boynton Beach. At the City of Boynton Beach's discretion, such assignment shall be made and become effective at the time the purchasing agency tenders final payment to the respondent. Page 17 of 58 Page 777 of 1324 19. GOVERNMENTAL RESTRICTIONS: In the event any governmental restrictions may be imposed which would necessitate alteration of the material, quality, workmanship or performance of the items offered on this RFP prior to their delivery, it shall be the responsibility of the successful qualifier to notify the City at once, indicating in a letter the specific regulation which required an alteration. The City reserves the right to accept any such alterations, including any price adjustments occasioned thereby, or to cancel the Contract at no expense to the City. 20. LEGAL REQUIREMENTS: Federal, State, County, and City laws, ordinances, rules, and regulations that in any manner affect the items covered herein apply. Lack of knowledge by the qualifier will in no way be a cause for relief from responsibility. 21. ON PUBLIC ENTITY CRIMES - All Request for Proposal Invitations as defined by Section 287.012(l 1), Florida Statutes, Requests for Proposal as defined by Section 287.012(16), Florida Statutes, and any contract document described by Section 287.058, Florida Statutes, shall contain a statement informing persons of the provisions of paragraph (2)(a) of Section 287.133, Florida Statutes, which reads as follows: "A person or affiliate who has been placed on the convicted Professional list following a conviction for public entity crime may not submit an RFP on a contract or provide any goods or services to a public entity, may not submit an RFP on a contract with a public entity for the construction or repair of a public building or public work, may not submit RFP's 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 Section 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted Professional list". 22. ADVERTISING: In submitting an RFP, the qualifier agrees not to use the results therefrom as a part of any commercial advertising. Violation of this stipulation may be subject to action covered under "NONCONFORMANCE TO CONTRACT CONDITIONS". 23. ASSIGNMENT: Any Purchase Order issued pursuant to this RFP invitation and the monies which may become due hereunder are not assignable except with the prior written approval of the City. 24. LIABILITY: The selected bidder(s) shall hold and save harmless the City of Boynton Beach, Florida its officers, agents, volunteers and employees from liability of any kind in the performance of this Contract. Further, the selected bidder(s) shall indemnify, save harmless and undertake the defense of the City, its City Commissioners, agents, servants an employees from and against any and all claims, suits, actions, damages, or causes of action arising during the term of this Contract, for any personal or bodily injury, loss of life, or damage to property arising directly or indirectly from bidder's operation pursuant to this Contract and from and against all costs, attorney fees, expenses and liabilities incurred in and about any such claims, the investigation thereof, or the defense of any action or proceedings brought thereon, and from and against any orders or judgments which may be entered therein. The City shall notify the bidder within ten (10) business days of receipt by the City of any claim, suit or action against the City arising directly or indirectly from the operations of the bidder hereunder, for which the City may be entitled to a claim or indemnity against the bidder, under the provisions of this Contract. Bidder shall have the right to control the defense of any such claim, suit, or actions. The bidder shall also be liable to the City for all costs, expenses, attorneys' fees and damages which may be incurred or sustained by the City by reason of the bidder's breach of any of the provision of the contract. Bidder shall not be responsible for negligent acts of the City or its employees. Page 18 of 58 Page 778 of 1324 25. PURCHASING AGREEMENTS WITH OTHER GOVERNMENT AGENCIES: At the option of the Professional, the use of the contract resulting from this solicitation may be extended to other governmental agencies, including the State of Florida, its agencies, school boards, political subdivisions, counties, and cities. Each governmental agency allowed by the Contractor to use this contract shall do so independent of any other governmental entity. Each agency shall be responsible for its own purchases and shall be liable only for goods or services ordered, received and accepted. No agency receives any liability by virtue of this bid and subsequent contract award. 26. AWARD OF CONTRACT: Contracts or Purchase Orders will be awarded by the City to the most responsive, responsible qualifier whose RFP represents the most advantageous RFP to the City, Evaluation of RFP's will be made based upon the evaluation factors and standards heretofore set forth. The City reserves the right to reject any and all RFP's and to waive technical errors as heretofore set forth. In the event of a Court challenge to an award by any qualifier, damages, if any, resulting from an improper award shall be limited to actual RFP preparation costs incurred by the challenging qualifier. In no case will the award be made until all necessary investigations have been made into the responsibility of the qualifier and the City is satisfied that the best responsible qualifier is qualified to do the work and has the necessary organization, capital and equipment to carry out the required work within the time specified. 27. FUNDING OUT: The resultant Agreement shall remain in full force and effect only as long as the expenditures provided for in the Agreement have been appropriated by the City Commission for the City of Boynton Beach in the annual budget for each fiscal year of this Agreement, and is subject to termination based on lack of funding. 28. LICENSE AND PERMITS: It shall be the responsibility of the successful qualifier to obtain all licenses and permits, if required, to complete this service at no additional cost to the City. Licenses and permits shall be readily available for review by the Assistant to the Finance Director and City Inspectors. 29. COMPLIANCE WITH OCCUPATIONAL SAFETY AND HEALTH: Qualifier certifies that all material, equipment, etc., contained in this RFP meets all O.S.H.A. requirements. Qualifier further certifies that if awarded as the successful qualifier, and the material equipment, etc. delivered is subsequently found to be deficient in any O.S.H.A. requirement in effect on date of delivery, all costs necessary to bring the materials, equipment, etc., into compliance with the aforementioned requirements shall be borne by the qualifier. Qualifier certifies that all employees, subcontractors, agents, etc. shall comply with all O.S.H.A. and State safety regulations and requirements. 30. PALM BEACH COUNTY INSPECTOR GENERAL: The contractor is aware that the Inspector General of Palm Beach County has the authority to investigate and audit matters relating to the negotiation and performance of any contracts resulting from this solicitation, and in furtherance thereof, may demand and obtain records and testimony from the contractor and its subcontractors. The contractor understands and agrees that in addition to all other remedies and consequences provided by law, the failure of the contractor or its subcontractors or lower tier subcontractors to fully cooperate with the Inspector General when requested, may be deemed by the municipality to be a material breach of this contract justifying its termination. 31. PUBLIC RECORDS: Sealed documents received by the City in response to an invitation are exempt from public records disclosure until thirty (30) days after the opening of the Bid unless the City announces intent to award sooner, in accordance with Florida Statutes 119.07. Page 19 of 58 Page 779 of 1324 The City is public agency subject to Chapter 119, Florida Statutes. The Contractor shall comply with Florida's Public Records Law. Specifically, the Contractor shall: A. Keep and maintain public records required by the CITY to perform the service; B. Upon request from the CITY's custodian of public records, provide the CITY with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in chapter 119, Fla. Stat. or as otherwise provided by law; C. Ensure that public records that are exempt or that are confidential and exempt from public record disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and, following completion of the contract, Contractor shall destroy all copies of such confidential and exempt records remaining in its possession once the Contractor transfers the records in its possession to the CITY; and D. Upon completion of the contract, Contractor shall transfer to the CITY, at no cost to the CITY, all public records in Contractor's possession All records stored electronically by Contractor must be provided to the CITY, upon request from the CITY's custodian of public records, in a format that is compatible with the information technology systems of the CITY. E. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: JUDY PYLE, CITY CLERK 100 E BOYNTON BEACH BLVD. BOYNTON BEACH, FLORIDA, 33435 561-742-6061 PYLEJ@BBFL.US 32. LOCAL BUSINESS STATUS CERTIFICATION: The City of Boynton Beach Administrative Policy No. 10.16.01 provides for a local business preference. "For all acquisitions made pursuant to Requests for Proposals, Requests for Qualifications or Requests for Letters of Interest, the solicitation shall include a weighted criterion for Local Businesses of five percentage points (5%) of the total points in the evaluation criteria published in the solicitation. For all acquisitions made pursuant to Requests for Proposals, Requests for Qualification or Requests for Letters of Interest, where the solicitation includes a qualitative ranking rather than a quantitative selection, the evaluation criteria shall include a Local Business preference, as reasonably determined by the Financial Services Department, Purchasing Services, consistent with the intent of this Policy. Each such solicitation shall clearly define the application of the Local Business preference." Page 20 of 58 Page 780 of 1324 In order to be considered for a local business preference, a Respondent must include the Local Business Status Certification Form at the time of RFP submittal. Failure to submit this form at the time of RFP submittal will result in the Respondent being found ineligible for the local business preference for this solicitation. Respondents who are certified as required will receive the full five points allotted for this evaluation criteria. All other firms will receive zero points in this evaluation criterion. QUESTIONS: Any questions relative to any item(s) or portion of Request for Proposal should be directed to Ilyse Triestman, Purchasing Manager, (561) 742-6322 Monday through Friday from 8:00 A.M. to 5:00 P.M; email: triestmanitc'i_ fl.us THE REMAINDER OF THE PAGE IS INTENTIONALLY LEFT BLANK. Page 21 of 58 Page 781 of 1324 REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT ATTACHMENT A — FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY The functional specifications requirements of the requested system are included in this section. Please use these tables or an exact copy in responding to the requirements and questions regarding functions, features, and reporting capabilities of the proposed system. Place an "X" in the column that best describes your compliancy to the specification based on the definitions provided below. Requirement: This is a brief description of the functional specification requirement and is not to be edited, moved or deleted. Compliant: Place an "X" in this column if the specification exists and can be demonstrated in the proposed solution. Non-Compliant: Place an "X" in this column if the specification does not exist or cannot be demonstrated in the proposed solution. Custom or Future Release: Place an "X" in this column if the specification does not currently exist or cannot be demonstrated in the proposed solution but can be developed as a custom feature or expected in a future release by the time of implementation. If it is a custom option, itemized pricing for the specification should be included in Tab 7 —Cost Proposal. REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE A —General Requirements 1. System is cloud based. X 2. All data elements must be exportable to commonly used formats (ASCII Delimited Text X File, Excel, Word, PDF, HTML, CVS, XML). 3. CAD Interface - allow data transfer from ProQA System or similar. X 4. The solution must provide a user configurable dashboard for data analysis. X 5. Provide a user configurable data retention policy. X 6. User configurable controls that prohibit X unauthorized edits to system and configuration. 7. The ability to audit system and user activity and X provide administration staff with audit reports. 8. Ability to set narratives to "Append Only" with a X user defined audit trail. 9. Ability to set user defined field requirements. THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 22 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 782 of 1324 ATTACHMENT A — FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE A —General Requirements 10. Capability of attaching documents and photographs to any report. X 11. Signature capture capability online and offline. 12. User configurable data validation preferences. X 13. Servers, data, and back-up servers are located X within the U.S. 14. Data Centers meet HIPAA physical security standards. X 15. Data Centers have a data breach plan that is HIPAA compliant. X 16. Data centers provide redundant systems for power, UPS, A/C and connectivity. X 17. NFIRS 5.0 compliance. 18. Ability to retrieve and complete reports via mobile devices and desk devices. X 19. Ability to populate data from CAD including the following: location; property contact; number of units responding, operations group or shift X responding; response district; incident benchmark times. 20. The ability to auto-populate occupancy type in X NFIRS reporting from inspections data. 21. Ability to receive location and incident information directly from CAD in real-time. X 22. Ability for mobile modules to populate CAD with time stamp incident data in real-time and other X data as defined by the Department. 23. Ability to send and receive mobile messages from CAD operators or other mobile module X users within the network. 24. Ability to access a master database with X personnel information. 25. Ability to track open or unfinished fire, EMS, and X inspection reports. 26. Secure report transmission through fax, email and other electronic means. X 27. Data entry efficiencies with the use of drop downs, auto fill of fields based on entry of X another field, elimination of redundant data entry. THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 23 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 783 of 1324 ATTACHMENT A — FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE A —General Requirements 28. Fields for notes, narratives and other X information. 29. Field data collection with the ability to download X and upload data for field inspections. 30. The ability to work offline, disconnected from a network. 31. Automatic save of data entry, system wide, in the event of disconnection. X 32. Automatic bypass of data fields which are not X required for the type of incident. 33. Lookup codes and tables which can be defined by the customer. X 34. Auto replication of data on multi exposure X incident reports. 35. Ability to develop user generated form to ease of data entry. X 36. Capability to set user-defined default value data fields. X 37. Capture and track responding units and groups. X 38. Specific property contact information (e.g. bldg. owner, tenant, etc.). X 39. Disposition of the event. 40. Fields for Hazardous Material tracking with visibility throughout system including mobile X units. 41. Ability to restrict end-user access to specific data fields. X 42. Ability to limit the types of transactions that a user can process. X 43. Ability to support a minimum of 128-bit data encryption for end to end data transfers. X 44. Ability to support set-up of security by groups or X classes (user profiles). 45. Ability to integrate security credentials to the existing Operating System OS security. X 46. Ability to support end-user password changes based on local policy. X 47. Ability to support alpha/numeric/special X character passwords. THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 24 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 784 of 1324 ATTACHMENT A — FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE A —General Requirements 48. Ability to track password history to deny used the ability to reuse old passwords. X 49. Ability to interface with Aladtec or similar X cloud based system. 50. Ability to integrate US National Grid map overlay. X 51. Ability to build ISO reports. 52. Spell check in all fields. 53. Full support for ArcGIS 10.2 or higher. X 54. Converting and integrating legacy data into the proposed system. X 55. SQL table definitions will be available for the development of user defined Crystal Reports. X 56 Ability to export NFIRS Data in a format that complies with Florida Fire Incident Responder X System Program FFIRS B — EMS— Electronic Patient Care Reporting 1. Compliancy with Board of Pharmacy (Positive ID). X 2. Compliant with Florida's Emergency Medical Services Tracking & Reporting System X (EMSTARS) 3.0 or higher data elements. 3. The ability export the EMSTARS 3.0 or higher dataset in a format that allows the State of X Florida to receive the data. 4. The ability to support at least 999 patients per X incident number. 5. Capability to create and track user defined fields. X 6. Fields for notes, narratives and other X information. 7. Secure patient data record by security/entry settings enabled by the system administrator. X 8. Ability to attach external data files, forms and photographs to ePCRs. 9. Lookup codes and tables that are defined by the user. X 10. Ability to calculate the Glasgow trauma score based upon entered data. X 11. Ability to track the procedures completed by each Paramedic. X THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 25 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 785 of 1324 ATTACHMENT A — FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE B — EMS— Electronic Patient Care Reporting 12. Ability to calculate unit times in service based on benchmark times from the CAD system. X 13. Automatic saves for vitals, procedures, and medications. X 14. Capability to attach staff to unit from the scheduling module and identify the job function X of personnel assigned to the unit. 15. Audit trail ability with a user defined ability to limit X report editing. 16. Full featured integrated Fire & EMS module for retrieval and partial or full completion of ePCR reports via completely independent platform. X Mobile or desktop. 17. The initiation of an ePCR report to be reported to a centralized daily log with the following data elements: X a. The date and time of the emergency b. The location of the emergency c. The number of patients transported 18. System must interface with Medtronic PhysioControl Lifepaks and Zoll X series X monitors to import patient data. 19. Ability to auto generate ePCR narratives 20. Ability to print ePCR reports from the server as well as product electronic copies of the same X 21. Ability to create a database of previous patients - populate data into new patient report X 22. Ability to collect data from a Florida driver's license of Identification from barcode or X ma stri 23. Ability to validate address with google maps/GIS X mapping 24. Mobile Patient Care Reporting. 25. Must be NEMSIS Version 3.0 or greater data collection compliant and Florida EMSTARS 3.0 X compliant 26. The ability export the EMSTARS 3.0 or higher dataset in a format that complies with the State X of Florida requirements. THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 26 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 786 of 1324 ATTACHMENT A — FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE B — EMS— Electronic Patient Care Reporting 27. Full HIPPA compliance with notification and X audit tracking abilities. 28. Data encryption to comply with HIPAA security standards. X 29. Ability to provide (print, electronic transfer, electronic media) Patient Care Reports (PCR)at X the hospital. 30. System must provide for the importing/updating of billing information as received by EMS billing X staff. 31. System must export billing reports to the City's X EMS billing staff. 32. Ability to export data to an outside billing agency. X 33. Ability to collect insurance information by X manual entry or from scan/picture input. 34. Ability to calculate mileage for EMS transports. X 35. Signature capture capability online and offline. X 36. Integration of information to and from the EMS Reporting Module to auto-complete NFIRS X reports. REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE C — National Fire Incident Reporting System 1. NFIRS 5.0 compliance. 2. Ability to use NFIRS codes 3. Must be compliant with Florida's EMSTARS 3.0 standard X 4. Ability to set user defined field requirements 5. Ability to set user defined default values within individual data fields X 6. Ability to set data validation of all required data elements X 7. Auto replication of data on multi-exposure incident reports. X 8. Automatic update of pertinent information to X other RMS modules 9. Contextual data field selection 10. 1 Automatic calculation of staff hours per incident THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 27 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 787 of 1324 ATTACHMENT A — FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE C — National Fire Incident Reporting System 11. Calculation of unit response times from CAD data X 12. Ability to track mutual/automatic aid unit response data 13. User definable record locking and modification X capability. 14. Spell check of narratives in all text fields 15. Specific or generic call templates for ease of X data entry. 16. Please provide a list of preformatted NFIRS reports X 17. Centralized daily log containing the following elements at a minimum with the initiation of a X NFIR report: A. Date and time of the emergency B. Location of the emergency C. Property contact and property use code D. Number of units responding E. Number of personnel responding F. Operational Group or Shift responding G. Response data by district or station zones H. Incident benchmark times 18. Ability to add data files in multiple formats: JPEG, PDF, PNG, or TIFF X 19. Track false alarm incidents and update to fire prevention module X 20. Integration data from ePCR to auto-complete NFIRS reports X THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 28 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 788 of 1324 ATTACHMENT A — FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE D — Fire Prevention 1. The City utilizes SunGard/HTE/Naviline Enterprise Resource Planning for document management - solution should allow access to X that data stored in SunGard for Fire& Inspection and Community Standards. 2. Track facilities that store hazardous materials 3. The ability to view annual inspection data in other modules of the RMS X 4. Email inspection reports/invoice to business owner X 5. Provide a public portal for business owner to X access inspection records 6. Ability to schedule and track annual inspection assignments X 7. Ability to access and cross-reference the Florida Fire Code X 8. Create user-defined templates for inspection forms and documents X 9. Link to Certificate of Occupancy stored within SunGard X 10. Ability to create and use user-defined inspections checklist X 11. A unique identifying record number within the RMS X 12. Time Stamps (Date received, date of occurrence) X 13. Ability to assign inspectors within the system 14. Ability to generate a combined or individual community risk assessment OVAP (occupational vulnerability assessment profile) X score 15. Ability to map and overlay occupancies by inspector, next inspection date, station, zone, X and category. 16. Ability to print and email completed inspections 17. Ability to create invoices for inspection billing 18. Create user-defined fields X 19. Ability to search for prior or outstanding X violations 20. Ability to reference Florida Fire Prevention Codes within notice of violation X THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 29 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 789 of 1324 ATTACHMENT A — FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE D — Fire Prevention 21. Signa ure capture capability online and offline. 22. False alarm reporting and tracking in from NFIRS data X 23. Prefire plan integration with crosstalk between fire prevention and prefire plan module X 24. Designed for mobility - check list user interface 25. Maintain complex occupancies in separate files 26. Contain a fire investigation module 27. Database to manage buildings, occupancies, and fire protection systems X 28. The ability work off line without a network access 29. Ability to run reports - past due inspections, X billing, annuals, Oc types 30. Ability to integrate billing data into Superion X Naviline 31. Ability to export to Laserfiche 32. Integrate data from the Palm Beach County Property Appraiser x 33. Ability to reference City of Boynton Beach Fire Prevention Ordinances within notice of violation X 34. Converting and integrating legacy data into the proposed system X REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE E— Community Standards 1. The City utilizes Superion/Naviline Enterprise Resource Planning System. Solution should allow access to the data stored in the X Superion/Naviline Community Development module directly or via Fusion API. 2. Email citations to business owner X THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 30 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 790 of 1324 ATTACHMENT A — FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE E— Community Standards 3. Ability to access and cross-reference the City Code Enforcement Ordinances X 4. Create user-defined templates for inspection X forms and documents 5. Link to Certificate of Occupancy stored within SunGard X 6. Ability to create and use user-defined inspections checklist X 7. A unique identifying record number within the RMS X 8. Time Stamps (Date received, date of occurrence) X 9. Ability to assign inspectors within the system X 10. Ability to generate a combined or individual community risk assessment OVAP (occupational vulnerability assessment profile) X score 11. Ability to map and overlay occupancies by inspector, next inspection date, station, zone, X and category. 12. Ability to print and email completed citations and notice of violations X 13. Ability to create citations and notice of violations 14. Create user-defined fields 15. Ability to search for prior or outstanding violations X 16. Ability to reference Florida Fire Prevention Codes within notice of violation X 17. Signature capture capability online and offline. X 18. False alarm reporting and tracking in from NFIRS data X 19. Prefire plan integration with crosstalk between fire prevention and prefire plan module X 20. Designed for mobility - check list user interface 21. Maintain complex occupancies in separate files 22. Contain a fire investigation module 23. Database to manage buildings, occupancies, and fire protection systems X 24. The ability work off line without a network access X 25. Ability to run reports - past due inspections, billing, annuals, oc . types X 26. Ability to integrate billing data into Superion Naviline X THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 31 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 791 of 1324 ATTACHMENT A — FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE E— Community Standards 27. Ability to export to Laserfiche X 28. Integrate data from Palm Beach County Property Appraiser X 29. Ability to reference City of Boynton Beach Fire Prevention Ordinances within notice of X violation REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE F — PreFire Planning 1. NFPA 170 Complaint graphics package 2. Location information auto populated from CAD 3. Google Maps/GIS integration X 4. Navigation- routing with turn by turn directions X 5. Fire tactical summary X 6. Hydrant locations - maximum GPM flows 7. Calculation of NFPA Needed Fire Flow X 8. Add files, forms and photographs in multiple formats: JPEG, PDF, PNG, or TIFF X 9. 1 Color coded hydrant overlay X 10. 1 Ability to identify out of service hydrants X 11. 1 Ability to integrate hydrant testing data X REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE G — Station 1. Dashboard display of information regarding closed roads, out of service equipment, daily X announcements, hydrant condition, etc. 2. Station journal and daily log X 3. Gear maintenance records X 4. Equipment inventory 5. Tracking PPE inventory and repair THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 32 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 792 of 1324 ATTACHMENT A — FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE H — Data Analysis and Custom Reports 1. Data Analysis and Custom Reports X 2. All data elements must be exportable to commonly used formats (ASCII Delimited Text X File, CSV, Excel, Word, PDF, HTML, XML). 3. Ability to track the procedures completed by each Paramedic. X 4. Ability to calculate unit times in service based on benchmark times from the CAD system. X 5. Ability to create ad-hoc reports from user search results X 6. Ability to track open or unfinished fire, EMS, and inspection reports X 7. Ability to build ISO reports X 8. Develop user-define Reports such as the following: X a. Response by Station/inclusive by district b. Unit Turn out times c. Daily run data d. Response with arrivals e. Fire incident details f. Hospital by unit totals 9. Exporting proprietary data in standard formats including .csv X 10. Sequel tables definitions will be available for the development of user defined Crystal Reports X THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 33 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 793 of 1324 REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT PROPOSER ACKNOWLEDGEMENT Submit RFP's To: PROCUREMENT SERVICES 100 E. Boynton Beach Boulevard P.O. Box 310 Boynton Beach, Florida 33425-0310 Telephone: (561) 742-6322 RFP Title: FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP Number: 027-2210-18/IT RFP Received By: JULY 30, 2018, NO LATER THAN 2:30 P.M. RFP's will be opened in Procurement Services unless specified otherwise. RFP receiving date and time is scheduled for: JULY 30, 2018, NO LATER THAN 2:30 P.M. (LOCAL TIME) and may not be withdrawn within ninety (90) days after such date and time. All awards made as a result of this RFP shall conform to applicable sections of the charter and codes of the City. Name of Professional: Kathi Pletzke, Director, N. American Operations, EPR Systems USA Inc. Federal I.D. Number: 81-3675379 A Corporation of the State of: Florida Area Code: 941 Telephone Number: 961-5377 Area Code: FAX Number: Mailing Address: 5020 Clark Rd, #119 City/State/Zip: Sarasota, FL 34233 E-mail Address: kathi@eprsys.com Authorized Signature Name Typed THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 34 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 794 of 1324 A D D E N D A CITY OF BOYNTON BEACH FLORIDA RFP TITLE: "FIRE RESCUE RECORDS MANAGEMENT SYSTEM" RFP NO.: 027-2210-18/IT DATE SUBMITTED: We propose and agree, if this submittal is accepted, to contract with the City of Boynton Beach, in the Contract Form, to furnish all material, means of transportation, coordination, labor and services necessary to complete/provide the work specified by the Contract documents. Having studied the documents prepared by: THE CITY OF BOYNTON BEACH we propose to perform the work of this Project according to the Contract documents and the following addenda which we have received: ADDENDUM DATE ADDENDUM DATE ❑ NO ADDENDUM WAS RECEIVED IN CONNECTION WITH THIS BID THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 35 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 795 of 1324 REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT COST PROPOSAL FORM Proposers should use this form for submitting its Cost Proposal. The price shall be fixed and firm and should be fully burdened to include all necessary elements such as but not limited to salary, general administrative expenses, travel, mileage, overhead and fee/profit needed to perform all of the services described under this solicitation. 1. Pricing — Software - Required Modules- Provide pricing information for all required applications/modules included in the proposed solution. Master Database $ N/A $ Imaging $ N/A $ GIS $ N/A $ Computer-Aided Dispatch $ CAD interface inCIL ded $ CAD Mapping $ Google maps $ Response Plans See next pag $ preplan 0 $ 100.00 Inspections $ 10,800.00 0 $ 100.00 Fire Inspection Tracking and Billing $ 1,499.00 0 $ 100.00 Records Management System $ $ Inventory Control $ 2,400.00 0 $ 100.00 Roster/Staffing w Personnel Database $ 1,249.00 0 $ 100.00 EMS Reporting NEMSIS & EMSTARS $ 14,965.00 0 $ 100.00 Fire Reporting NFIRS $ included 0 $ 100.00 THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 36 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 796 of 1324 REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT COST PROPOSAL FORM (CONTINUED) 1. Pricing — Software - Required Modules- Provide pricing information for all required applications/modules included in the proposed solution. Mobile Queries $ no addn'I charge 0 $ 100.00 Automated Field Reporting $ no addn'I charge 0 $ 100.00 Driver License Scanning $ no addn'I charge when available $ 100.00 Voiceless Dispatch $ N/A $ Mobile and Desktop Access $ included - part oi system 0 $ 100.00 Dashboard Analytics $ 4,990.00 1 $ 390.00 Pre-fire Plans $ 2,277.00 0 $ 100.00 Total Price for Required Modules $ Check all the following that are included in the quoted Required Modules price: Complete integration of all modules CVOnsite end user training at implementation with no internal interfaces WTechnical support and customer service ❑ Site license for all desktop modules 90ngoing end user and administrative training ❑ First-year maintenance on software THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 37 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 797 of 1324 REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT COST PROPOSAL FORM (CONTINUED) Optional Modules Provide pricing information for all optional applications/modules included in the proposed solution, if any are necessary to meet the functionality specifications as defined. Premises Information Investigations $ 1,250.00 0 $ 100.00 Configurable Dashboards $ $ Total Price for Optional Modules $ 1,250.00 OREM= Check all the following that are included in the quoted Required Modules price: N�Complete integration of all modules with no internal interfaces ❑ Site license for all desktop modules ❑ First-year maintenance on software CVTechnical support and customer service [VOnsite end user training at implementation CVOngoing end user and administrative training 2. Pricing —Vendor Services Total price for implementation project management $ Check all the following that are included in the quoted implementation and project management price: ❑ Onsite project management services *System set-up and data conversion 3 days on-site training provided El project managers each additional training day $1,500.00 WCode table setup CVConnection with state database Total price for software and hardware installation $ 6,000.00 Check all the following that are included in the quoted software and hardware installation price: ❑ Multiple onsite installation visits Total price for travel and per diem $ 4,500.00 Total Price for Implementation Services $ 10 500.00 THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 38 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 798 of 1324 REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT COST PROPOSAL FORM (CONTINUED) Em Total price for administrative training $ 4,500.00 Check all the following that are included in the quoted administrative training price: N�User manuals and other training materials CVDefined timeframe for Go-live WTraining database that utilizes agency-specific data VComplete administrator training ❑ Post Go-live refresher training 3 days on-site Total price for end user training F $ 4,500.00 Check all the following that are included in the quoted end user training price: WUser manuals and other training materials ❑ Post Go-live refresher training 56re-Implementation project team training ❑ Access to online training database Total price for Go-live assistance $ included Check all the following that are included in the quoted Go-live assistance price: ❑ Post Go-live onsite refresher training Each addn'I day Total travel and per diem estimate $ 1,500.00 Total Price for Training Services $ 4,500.00 3.1 Pricing — Warranty, Maintenance, and Support First-year support (12 months) included in subscription $ included Second-year support (required modules) cloud subscription $ 40,415.00 $ N/A Second-year support (optional modules) cloud subscriptiorl $ 41,425.00 $ N/A THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 39 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 799 of 1324 REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT COST PROPOSAL FORM (CONTINUED) EPR Systems USA, Inc. COMPANY NAME AUTHORIZED SIGNATURE ( 941 ) 961-5377 Kathi Pletzke TELEPHONE NO. PRINTED NAME kathi@eprsys.com Director, N. American Operations E-MAIL ADDRESS TITLE 7/11/18 DATE THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 40 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 800 of 1324 STATEMENT OF QUALIFICATIONS Each qualifier proposing on work included in these General Documents shall prepare and submit the data requested in the following schedule of information. This data must be included in and made part of each RFP document. Failure to comply with this instruction may be regarded as justification for rejecting the RFP response. * attach additional sheets giving the information 1. Name of Qualifier: EPR Systems USA Inc. 2. Business Address: 5020 Clark Rd, #119 Sarasota, FL 34233 3. When Organized: October 2016 4. Where Incorporated: State of Florida 5. How many years have you been engaged in business under the present firm name? 2 6. General character of work performed by your company. Public Safety Software: Records Management Reporting Solutions Analytics, Business Intelligence and Transparency 7. Enclose evidence of possession of required licenses and/or business permits. 8. Number of employees. 50 9. Background and experience of principal members of your personnel, including officers. 10. Bonding capacity, if applicable. 11. Have you ever defaulted on a contract? If so, where and why?* No THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 41 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 801 of 1324 12. Experience in performance of work similar in importance to this project. Project $Value Contact Name Phone # Complete RMS Tom Sousa, Fire Chief 941-761-1555 Complete RMS Mike Rampino, Fire Chief 352-585-1498 Complete RMS Brian Swartout, Fire Chief 813-780-0000 13. Contracts on hand. 14. Largest completed projects (include final cost). 1) Coral Springs Fire Prevention modules $18,000 2) East Manatee Fire - complete RMS $15,000 3) Cedar Hammock Fire - complete RMS $10,000 15. List all lawsuits (related to similar projects) or arbitration to which you have been a party and which: * none 1) arose from performance: 2) occurred within the last 4 years: 3) provide case number and style: Dated at: Sarasota, FL this 11 day of July 20 18 By: (written signature) Name: Kathi Pletzke (printed or typed) Title: Director, N. American Operations THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 42 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 802 of 1324 REFERENCES FOR EPR Systems USA, Inc. (NAME OF FIRM) Vlll ll ll ll llll V V V Vll , ll , ll , V, , V, V, V, Company Name: West Manatee Fire Rescue Address: 6417 3rd Street, Bradenton, FL 34209 Contact Name: Tom Sousa, Fire Chief Phone: Fax: E-Mail: 941-761-1555 tom.sousa@wmfr.org ""k 1\�, , Vll , Vll , Vll , Vll , ll Vll , Vllll ll ll Vll , V, , V, , ll - llllll Company Name: North River Fire Rescue Address: 1225 14th Avenue W, Palmetto, FL 34221 Contact Name: Mike Rampino, Fire Chief Phone: Fax: E-Mail: 941-721-6700 rampinom@nrfd.org ll VlllllV\ V\ . ll ll V\ V\ llV\ , V\ Company Name: Longboat Key Fire Rescue Address: 5490 Gulf of Mexico Dr., Longboat Key, FL 34228 Contact Name: Paul Dezzi, Fire Chief Phone: Fax: E-Mail: 941-650-9445 pdezzi@longboatkey.org ""k 1\�, , Vll , Vll , Vll , Vll , Vll , Vll , Vllll ll Vll , Vll , Vll , Vll , ll - llllll Company Name: Okeechobee County Fire Rescue Using SPILLMAN CAD Address: 707 NW 6th Street, Okeechobee, FL 34972 Contact Name: Ryan Hathaway, Captain Phone: Fax: E-Mail: 863-763-5544 rhathaway@co.okeechobee.fl.us THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 43 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/1T Page 803 of 1324 ANTI-KICKBACK AFFIDAVIT STATE OF FLORIDA ) SS COUNTY OF PALM BEACH ) I, the undersigned hereby duly sworn, depose and say that no portion of the sum herein submitted will be paid to any employees of the City of Boynton Beach as a commission, kickback, reward of gift, directly or indirectly by me or any member of my firm or by an officer of the corporation. By: NAME - SIGNATURE Sworn and subscribed before me this day of July 20 18 Printed Information: Kathi Pletzke NAME Director, N. American Operations TITLE NOTARY PUBLIC, State of Florida at Large COMPANY "OFFICIAL NOTARY SEAL" STAMP THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 44 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 804 of 1324 NON COLLUSION AFFIDAVIT State of Florida ) County of Sarasota ) being first duly sworn, deposes and says that: Director of N. American Operations EPR Systems USA Inc. product"FireWorks" 1) He/She is of , the qualifier (Title) (Name of Corporation or Firm) who has submitted the attached RFP No. 027-2210-18/IT for FIRE-RESCUE RECORDS MANAGEMENT SYSTEM 2) He/She is fully informed respecting the preparation and contents of the attached submittal and of all pertinent circumstances respecting such submittal; 3) Said RFP is genuine and is not a collusive or sham RFP; 4) Further, the said qualifier nor any of its officers, partners, owners, agents, representatives, employees or parties in interest, including this affiant, has in any way colluded, conspired, connived or agreed, directly or indirectly with any other qualifier, firm or person to submit a collusive or sham RFP in connection with the Contract for which the attached RFP has been submitted or to refrain from bidding in connection with such Contract, or has in any manner, directly or indirectly, sought by agreement or collusion or communications or conference with any other qualifier, firm or person to fix the price or prices in the attached RFP or of any other qualifier, or to fix any overhead, profit or cost element of the RFP price or the RFP price of any other qualifier, or to secure through any collusion, conspiracy, connivance or unlawful agreement any advantage against the City of Boynton Beach or any person interested in the proposed Contract; and 5) The price or prices quoted in the attached bid are fair and proper and are not tainted by any collusion, conspiracy, connivance or unlawful agreement on the part of the qualifier or any of its agents, representatives, owners, employees, or parties in interest, including this affiant. (Signed) (Title) Director, N. American Operations Subscribed and sworn to before me This day of 20 My commission expires THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 45 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 805 of 1324 CONFIRMATION OF MINORITY OWNED BUSINESS A requested form to be made a part of our files for future use and information. Please fill out and indicate in the appropriate spaces provided which category best describes your company. Return this form with your bid proposal sheet making it an official part of your bid response. Is your company a Minority Owned Business ? V Yes No If Yes, please indicate by an "X" in the appropriate box: ( ) AMERICAN INDIAN ( ) ASIAN ( ) BLACK ( ) HISPANIC ( ) WOMEN ( ) OTHER (specify) ( ) NOT APPLICABLE Do you possess a Certification qualifying your business as a Minority Owned Business? YES NO V If YES, Name the Organization from which this certification was obtained and date: Issuing Organization for Certification Date of Certification THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 46 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 806 of 1324 CONFIRMATION OF DRUG-FREE WORKPLACE IDENTICAL TIE SUBMITTALS Preference shall be given to businesses with drug-free workplace programs. Whenever two or more submittals which are equal with respect to price, quality, and service are received by the City of Boynton Beach or by any political subdivision for the procurement of commodities or contractual services, a submittal received from a business that certifies that it has implemented a drug-free workplace program shall be given preference in the award process. Established procedures for processing tie submittals will be followed if none of the tied Professionals have a drug-free workplace program. In order to have a drug-free workplace program, a business shall: 1) Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2) Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3) Give each employee engaged in providing the commodities or contractual services that are under submittal a copy of the statement specified in subsection (1). 4) In the statement specified in subsection (1), notify the employee that, as a condition of working on the commodities or contractual services that are under submittal, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of Chapter 893 or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than 5 days after such conviction. 5) Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee's community by, any employee who is so convicted. 6) Make a good faith effort to continue to maintain a drug-free workplace through implementation of this section. As the person authorized to sign the statement, I certify that this firm complies fully with the above requirements. Professional's Signature THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 47 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 807 of 1324 PALM BEACH COUNTY INSPECTOR GENERAL ACKNOWLEDGMENT The Respondent is aware that the Inspector General of Palm Beach County has the authority to investigate and audit matters relating to the negotiation and performance of this contract, and in furtherance thereof may demand and obtain records and testimony from the Contractor and its subcontractors and lower tier subcontractors. The Respondent understands and agrees that in addition to all other remedies and consequences provided by law, the failure of the Contractor or its subcontractors or lower tier subcontractors to fully cooperate with the Inspector General when requested may be deemed by the municipality to be a material breach of this contract justifying its termination. EPR Systems USA Inc. CONTRACTOR NAME By Kathi Pletzke Title: Director, N. American Operations Date: July 11, 2018 THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 48 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 808 of 1324 CITY OF BOYNTON BEACH LOCAL BUSINESS STATUS CERTIFICATION Kathi Pletzke , the Director of N. American Operations of (Name of officer of company) (Title of officer of company) EPR Systems USA, INc. located at 5020 Clark Rd, #119, Sarasota, FL 34233 (Name of Corporation/Company) (Business Address) Certify that I am an authorized representative of the business and, on behalf of the Business, request that it be deemed to be a local business for purposes of the City of Boynton Beach Local Preference Program. Answering yes to Question 1 and Question 2 below will qualify the business as a local business. In support of this request, I certify the following to be true and correct: NAME OF BUSINESS: EPR Systems USA Inc. 1. Is the business located within the City limits YES NO Number of Years: of Boynton Beach, Florida? 2. Does the business have a business tax YES NO Business License receipt issued in the current year? Number: 3. Is the business registered with the Florida YES NO Division of Corporations? V I understand that misrepresentation of any facts in connection with this request may be cause for removal from the certified local business list. I also agree that the business is required to notify the City in writing should it cease to qualify as a local business. Print Name: Signature: ***FOR PURCHASING USE ONLY*** Business License ❑ Year Established: ❑ Active: Verified by: Date: THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 49 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 809 of 1324 @ / / - LU c o \ £ t § ■ 2 @U \ § 00 0 © 0 k (L 2 $ / f20 7 0 C Q d 5 CL—— 2 \ ƒ \ k � S � � 0 oee � o k % kE \ * \ = tU c / 7 7 a) (n � 7 £ q X22 £ 55 � eco � 7 / \ \ -0 k � _ ° o oc 2 0 E 2 5 » @ S ¥ co @ _ �0 c 6 co ¢ n (n-c6 � E. 2 LU \ \ e ms \ 2 : n Cl) m t2 / \� \ § Cl) co X 7 8 z 2 e = = � 0 0 « _ E _ � k »® U LU ¥ '= Ec BS / co ® ' E7Eg ■ 2 o LU e E ■ /§ � 2 e 2k / 0Q k g / / k \ % 2 ■ c = ° ° 0 3 04 \ / \ \ Co LU w / o = 0 & E « = o E � w p o Cl) t = E n o § E / � k @oe / 2 / $ \ � U / U2 \ \ � � / cam I.- CL = LU cl�- ■ oo LU \ � f 0 / § # z = e E « \ � mLu LU co, Q) °S 2 \ % 2 2 EES § \ � G oLUj LU co § 22 2 * : / ( / \ / 0 S LLI \ CL £ E/ CL o / ° S § § 2 5 CL_ $ o § ci -00 2 ® ° n & _ 7 2 q ƒ �9 / E/ 22 (D 2 § o / e n = ■ £ m t > EEo (D - £ o o k f ' ¥ Co § � $ m a /t § $ £ q u � 22 / / § S § m e ± : § \ � \ f § 00 b / / k E _ \ / \ ( k E - § eo \ f2 \ Z § \ % / k ° _ / � Z @ E § 7 $ _ Co = o . / ) 7 U 5k0 f 0 / 2 ( 0 .0) R = = o ■ 7 oo = STATEMENT OF NO SUBMITTAL If you are not submitting an RFP for this project, please complete and return this form to: PROCUREMENT SERVICES, City of Boynton Beach, 100 E. Boynton Beach Boulevard, P.O. Box 310, Boynton Beach, Florida 33425-0310. Failure to respond may result in deletion of Firm's name from the City's Vendor list. COMPANY NAME: ADDRESS: TELEPHONE: SIGNATURE: DATE: WE, the undersigned have declined to respond to your RFP No.: 027-2210-18/IT for "FIRE- RESCUE RECORDS MANAGEMENT SYSTEM" because of the following reasons: Specifications too "tight", i.e., geared toward brand or manufacturer only (explain below) Insufficient time to respond to the Invitation We do not offer this product or an equivalent Our product schedule would not permit us to perform Unable to meet specifications Unable to meet bond requirements Specifications unclear (explain below) Other (specify below) REMARKS: 51 Page 811 of 1324 "DRAFT" SUBJECT TO REVISIONS PRIOR TO SIGNING. AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND VENDOR THIS AGREEMENT is entered into between the City of Boynton Beach, hereinafter referred to as "the City", and , hereinafter referred to as "Vendor", in consideration of the mutual benefits, terms, and conditions hereinafter specified. 1. PROJECT DESIGNATION. The Vendor is retained by the City to perform professional services in connection with the RFP FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM; RFP No.: 027-2210-18/IT. 2. SCOPE OF SERVICES. Vendor agrees to perform the services, identified in Section II — Scope of Services and attached hereto as Exhibit A. 3. TIME FOR PERFORMANCE. Work under this agreement shall commence upon written notice by the City to the Vendor to proceed. Vendor shall perform all services and provide all work product required pursuant to this agreement upon written notice to proceed. 4. TERM: This Agreement shall commence upon award by City Commission. 5. PAYMENT: The City will pay the Vendor, the fees as set forth in Exhibit B, Fees and Payments, which is attached hereto and made a part hereof. These fees will be paid by the City for completed work and for services rendered under this agreement as follows, not to exceed a. Payment for the work provided by Vendor shall be made promptly on all invoices submitted to the City properly, provided that the total amount of payment to Vendor shall not exceed the total contract price without express written modification of the Agreement signed by the City Manager or her designee. b. The Vendor may submit invoices to the City once per month during the progress of the work for partial payment for project completed to date. Such invoices will be reviewed by the City, and upon approval thereof, payment will be made to the Vendor in the amount approved. c. Final payment of any balance due the Vendor of the total contract price earned will be made promptly upon its ascertainment and verification by the City after the completion of the work under this Agreement and its acceptance by the City. d. Payment as provided in this section by the City shall be full compensation for work performed, services rendered and for all materials, supplies, equipment and incidentals necessary to complete the work. e. The Vendor's records and accounts pertaining to this agreement are to be kept available for inspection by representatives of the City and State for a period of three (3) years after the termination of the Agreement. Copies shall be made available upon request. 6. OWNERSHIP AND USE OF DOCUMENTS. All documents, drawings, specifications and other materials produced by the Vendor in connection with the services rendered under this Agreement shall be the property of the City whether the project for which they are made is 52 Page 812 of 1324 executed or not. The Vendor shall be permitted to retain copies, including reproducible copies, of drawings and specifications for information, reference and use in connection with Vendor's endeavors. 7. COMPLIANCE WITH LAWS. Vendor shall, in performing the services contemplated by this Agreement, faithfully observe and comply with all federal, state and local laws, ordinances and regulations that are applicable to the services to be rendered under this agreement. 8. INDEMNIFICATION. Vendor shall indemnify, defend and hold harmless the City, its offices, agents and employees, from and against any and all claims, losses or liability, or any portion thereof, including fees and costs, arising from injury or death to persons, including injuries, sickness, disease or death to Vendor's own employees, or damage to property occasioned by a negligent act, omission or failure of the Vendor. 9. INSURANCE. The Vendor shall secure and maintain in force throughout the duration of this contract comprehensive general liability insurance with a minimum coverage of $1,000,000 per occurrence and $1,000,000 aggregate for personal injury; and $1,000,000 per occurrence/aggregate for property damage, and professional liability insurance in the amount of$1,000,000 per occurrence to$2,000,000 aggregate with defense costs in addition to limits; workers' compensation insurance, and vehicular liability insurance. Said general liability policy shall name the City of Boynton Beach as an "additional named insured" and shall include a provision prohibiting cancellation of said policy except upon thirty (30) days prior written notice to the City. Certificates of coverage as required by this section shall be delivered to the City within fifteen (15) days of execution of this agreement. the .10P*6 of liability picevided by 66IGh P910GY fA-.r GI-ROM -;;Ad- OR -;; GI-ROM P4-;;d-P- N3601; OF AP (10,04) Of the liMit Of liability. VUBAd-A—F Shall RGtify the Gity OR WFitiRg 10. INDEPENDENT CONTRACTOR. The Vendor and the City agree that the Vendor is an independent contractor with respect to the services provided pursuant to this agreement. Nothing in this agreement shall be considered to create the relationship of employer and employee between the parties hereto. Neither Vendor nor any employee of Vendor shall be entitled to any benefits accorded City employees by virtue of the services provided under this agreement. The City shall not be responsible for withholding or otherwise deducting federal income tax or social security or for contributing to the state industrial insurance program, otherwise assuming the duties of an employer with respect to Vendor, or any employee of Vendor. 11. COVENANT AGAINST CONTINGENT FEES. The Vendor warrants that he has not employed or retained any company or person, other than a bona fide employee working solely for the Vendor, to solicit or secure this contract, and that he has not paid or agreed to pay any company or person, other than a bona fide employee working solely for the Vendor, any fee, 53 Page 813 of 1324 commission, percentage, brokerage fee, gifts, or any other consideration contingent upon or resulting from the award or making of this contract. For breach or violation of this warranty, the City shall have the right to annul this contract without liability or, in its discretion to deduct from the contract price or consideration, or otherwise recover, the full amount of such fee, commission, percentage, brokerage fee, gift, or contingent fee. 12. DISCRIMINATION PROHIBITED. The Vendor, with regard to the work performed by it under this agreement, will not discriminate on the grounds of race, color, national origin, religion, creed, age, sex or the presence of any physical or sensory handicap in the selection and retention of employees or procurement of materials or supplies. 13. ASSIGNMENT. The Vendor shall not sublet or assign any of the services covered by this Agreement without the express written consent of the City. 14. NON-WAIVER. Waiver by the City of any provision of this Agreement or any time limitation provided for in this Agreement shall not constitute a waiver of any other provision. 15. TERMINATION. a. The City reserves the right to terminate this Agreement at any time by giving ten (10) days written notice to the Vendor. b. In the event of the death of a member, partner or officer of the Vendor, or any of its supervisory personnel assigned to the project, the surviving members of the Vendor hereby agree to complete the work under the terms of this Agreement, if requested to do so by the City. This section shall not be a bar to renegotiations of this Agreement between surviving members of the Vendor and the City, if the City so chooses. 16. DISPUTES. Any disputes that arise between the parties with respect to the performance of this Agreement,which cannot be resolved through negotiations, shall be submitted to a court of competent jurisdiction in Palm Beach County, Florida. This Agreement shall be construed under Florida Law. 17. NOTICES. Notices to the City of Boynton Beach shall be sent to the following address: Lori LaVerriere, City Manager City of Boynton Beach P.O. Box 310 Boynton Beach, FL 33425-0310 Notices to Vendor shall be sent to the following address: EPR Systems USA, Inc. 5020 Clark Rd#119 Sarasota FL 34233 18. INTEGRATED AGREEMENT. This agreement, together with attachments or addenda, represents the entire and integrated agreement between the City and the Vendor and supersedes all prior negotiations, representations, or agreements written or oral. This 54 Page 814 of 1324 agreement may be amended only by written instrument signed by both City and Vendor. 19. PUBLIC RECORDS. Sealed documents received by the City in response to an invitation are exempt from public records disclosure until thirty (30) days after the opening of the Bid unless the City announces intent to award sooner, in accordance with Florida Statutes 119.07. The City is public agency subject to Chapter 119, Florida Statutes. The Contractor shall comply with Florida's Public Records Law. Specifically, the Contractor shall: A. Keep and maintain public records required by the CITY to perform the service; B. Upon request from the CITY's custodian of public records, provide the CITY with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in chapter 119, Fla. Stat. or as otherwise provided by law; C. Ensure that public records that are exempt or that are confidential and exempt from public record disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and, following completion of the contract, Contractor shall destroy all copies of such confidential and exempt records remaining in its possession once the Contractor transfers the records in its possession to the CITY; and D. Upon completion of the contract, Contractor shall transfer to the CITY, at no cost to the CITY, all public records in Contractor's possession All records stored electronically by Contractor must be provided to the CITY, upon request from the CITY's custodian of public records, in a format that is compatible with the information technology systems of the CITY. E. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: JUDY PYLE, CITY CLERK 100 E BOYNTON BEACH BLVD. BOYNTON BEACH, FLORIDA, 33435 561-742-6061 PYLEJ@BBFL.US 55 Page 815 of 1324 DATED this day of 20 CITY OF BOYNTON BEACH EPR Systems USA Inc. Lori LaVerriere, City Manager Vendor Attest/Authenticated: Title (Corporate Seal) Judy Pyle, City Clerk Approved as to Form: Attest/Authenticated: James A. Cherof, City Attorney Secretary Page#16 of 1324 EXHIBIT A SCOPE OF SERVICES [Scope of Services will be inserted prior to execution] Page X17 of 1324 EXHIBIT B FEES AND PAYMENTS [Will be inserted prior to execution] Page#18 of 1324 REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT ATTACHMENT A— FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY The functional specifications requirements of the requested system are included in this section. Please use these tables or an exact copy in responding to the requirements and questions regarding functions, features, and reporting capabilities of the proposed system. Place an "X" in the column that best describes your compliancy to the specification based on the definitions provided below. Requirement: This is a brief description of the functional specification requirement and is not to be edited, moved or deleted. Compliant: Place an "X" in this column if the specification exists and can be demonstrated in the proposed solution. Non-Compliant: Place an "X" in this column if the specification does not exist or cannot be demonstrated in the proposed solution. Custom or Future Release: Place an "X" in this column if the specification does not currently exist or cannot be demonstrated in the proposed solution but can be developed as a custom feature or expected in a future release by the time of implementation. If it is a custom option, itemized pricing for the specification should be included in Tab 7 — Cost Proposal. REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE —General Requirements 1. System is cloud based. 2. All data elements must be exportable to commonly used formats (ASCII Delimited Text File, Excel, Word, PDF, HTML, CVS, XML). X 3. CAD Interface - allow data transfer from ProQA System or similar. X 4. The solution must provide a user configurable dashboard for data analysis. X 5. Provide a user configurable data retention policy. X 6. User configurable controls that prohibit unauthorized edits to system and configuration. 7. The ability to audit system and user activity and provide administration staff with audit reports. X 8. Ability to set narratives to "Append Only" with a X user defined audit trail. 9. Ability to set user defined field requirements. THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 22 COMPLETE AND ACCEPTABLE. EPR Systems USA, Inc. RFP No. 027-2210-18/IT Pagjj��'"24 ATTACHMENT A— FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE A— General Requirements 10. Capability of attaching documents and photographs to any report. X 11. Signature capture capability online and offline. 12. User configurable data validation preferences. X 13. Servers, data, and back-up servers are located within the U.S. X 14. Data Centers meet HIPAA physical security standards. X 15. Data Centers have a data breach plan that is HIPAA compliant. X 16. Data centers provide redundant systems for power, UPS, A/C and connectivity. X 17. NFIRS 5.0 compliance. 18. Ability to retrieve and complete reports via mobile devices and desk devices. X 19. Ability to populate data from CAD including the following: location; property contact; number of units responding, operations group or shift X responding; response district; incident benchmark times. 20. The ability to auto-populate occupancy type in NFIRS reporting from inspections data. X 21. Ability to receive location and incident infor ation directly from CAD in real-time. X 22. Ability for mobile modules to populate CAD with time stamp incident data in real-time and other X data as defined by the Department. 23. Ability to send and receive mobile messages from CAD operators or other mobile module X users within the network. 24. Ability to access a master database with X personnel information. 25. Ability to track open or unfinished fire, EMS, and inspection reports. X 26. Secure report transmission through fax, email and other electronic means. X 27. Data entry efficiencies with the use of drop downs, auto fill of fields based on entry of X another field, elimination of redundant data entry. EPR Systems USA, Inc. RFP No. 027-2210-18/ITFIREWORKS Page 820 of 1324 ATTACHMENT A— FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE —General Requirements 8. Fields for notes, narratives and other information. X 29. Field data collection with the ability to download and upload data for field inspections. X 30. The ability to work offline, disconnected from a network. 31. Automatic save of data entry, system wide, in he e ent of disconnection. X 32. Automatic bypass of data fields which are not X required for the type of incident. 33. Lookup codes and tables which can be defined by the customer. X 4. Auto replication of data on multi exposure incid nt reports. X 5. Ability to develop user generated form to ease f data entry. X 6. Capability to set user-defined default value data fields. X 7. Capture and track responding units and groups. X 8. Specific property contact information (e.g. bldg. caner, tenant, etc.). X 39. Disposition of the event. 40. Fields for Hazardous Material tracking with visibility throughout system including mobile X units. 41. Ability to restrict end-user access to specific data ields. X 2. Ability to limit the types of transactions that a user can process. X 3. Ability to support a minimum of 128-bit data encryption for end to end data transfers. X 44. Ability to support set-up of security by groups or classes (user profiles). X 45. Ability to integrate security credentials to the existing Operating System (OS) security. X 6. Ability to support end-user password changes based on local policy. X 47. Ability to support alpha/numeric/special character passwords. X EPR Systems USA, Inc. RFP No. 027-2210-18/ITFIREWORKS Page 821 of 1324 ATTACHMENT A— FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE —General Requirements 8. Ability to track password history to deny used he ability to reuse old passwords. X 49. Ability to interface with Aladtec or similar cloud based system. X 50. bility to integrate US National Grid map overlay. X 51. Ability to build ISO reports. 52. Spell check in all fields. 53. Full support for ArcGIS 10.2 or higher. X 54. C onverting and integrating legacy data into the proposed system. X 55. SQL table definitions will be available for the development of user defined Crystal Reports. 56 X Ability to export NFIRS Data in a format that complies with Florida Fire Incident Responder X System Program (FFIRS) B — EMS — Electronic Patient Care Reporting 1. Compliancy with Board of Pharmacy (Positive ID). X 2. Compliant with Florida's Emergency Medical Services Tracking & Reporting System X (EMSTARS) 3.0 or higher data elements. 3. The ability export the EMSTARS 3.0 or higher dataset in a format that allows the State of X Florida to receive the data. 4. The ability to support at least 999 patients per incident number. X 5. Capability to create and track user defined fields. X 6. Fields for notes, narratives and other information. X 7. Secure patient data record by security/entry settings enabled by the system administrator. X 8. Ability to attach external data files, forms and photographs to ePCRs. 9. Lookup codes and tables that are defined by the user. X 10. bility to calculate the Glasgow trauma score I.a.- ch sed upon entered data. X 11. bility to track the procedures completed by Paramedic. I X EPR Systems USA, Inc. RFP No. 027-2210-18/ITFIREWORKS Page 822 of 1324 ATTACHMENT A— FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE B — EMS — Electronic Patient Care Reporting 12. Ability to calculate unit times in service based on benchmark times from the CAD system. X 13. Automatic saves for vitals, procedures, and medications. X 14. Capability to attach staff to unit from the cheduling module and identify the job function X f personnel assigned to the unit. 15. Audit trail ability with a user defined ability to X limit report editing. 16. Full featured integrated Fire & EMS module for retrieval and partial or full completion of ePCR reports via completely independent platform. Mobile X r desktop. 17. The initiation of an ePCR report to be reported to a centralized daily log with the following data elements: X a. The date and time of the emergency b. The location of the emergency c. The number of patients transported 18. System must interface with Medtronic PhysioControl Lifepaks and Zoll X X series monitors to import patient data. 19. Ability to auto generate ePCR narratives 20. Ability to print ePCR reports from the server as well s product electronic copies of the same 21. X Abilitv to create a database of previous patients pop late data into new patient report X 22. Ability to collect data from a Florida driver's license of Identification from barcode or X magstrip 23. Ability to validate address with google maps/GIS X mapping 24. Mobile Patient Care Reporting. X 25. Must be NEMSIS Version 3.0 or greater data collection compliant and Florida EMSTARS 3.0 X compliant 26. The ability export the EMSTARS 3.0 or higher dataset in a format that complies with the State X of Florida requirements. EPR Systems USA, Inc. RFP No. 027-2210-18/ITFIREWORKS Page 823 of 1324 ATTACHMENT A— FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE B — EMS — Electronic Patient Care Reporting 27. Full HIPPA compliance with notification and audit tracking abilities. X 28. Data encryption to comply with HIPAA security standards. X 9. Ability to provide (print, electronic transfer, elect onic media) Patient Care Reports (PCR) at the X hospi aI. 30. System must provide for the importing/updating of billing information as received by EMS billing X staff. 31. System must export billing reports to the City's X EMS billing staff. 32. Ability to export data to an outside billing gency. X 33. bility to collect insurance information by X manual entry or from scan/picture input. 34.Ability to calculate mileage for EMS transports. X 35.Signature capture capability online and offline. X 36.Integration of information to and from the EMS Reporting Module to auto-complete NFIRS X reports. REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE — National Fire Incident Reporting System 1. NFIRS 5.0 compliance. 2. Ability to use NFIRS codes 3. Must be compliant with Florida's EMSTARS 3.0 standard X 4. Ability to set user defined field requirements 5. Ability to set user defined default values within indivi ual data fields X 3. Ability to set data validation of all required data lem nts X 7. Auto replication of data on multi-exposure incid nt reports. X 8. Automatic update of pertinent information to other RMS modules X 9. Contextual data field selection 10. Automatic calculation of staff hours per incident EPR Systems USA, Inc. RFP No. 027-2210-18/ITFIREWORKS Page 824 of 1324 ATTACHMENT A— FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE — National Fire Incident Reporting System 11. Calculation of unit response times from CAD data X 12. Ability to track mutual/automatic aid unit response data X 13. User definable record locking and modification capability. X 14. Spell check of narratives in all text fields 15. Specific or generic call templates for ease of X data entry. 16. Please provide a list of preformatted NFIRS repos X 17. Centralized daily log containing the following elements at a minimum with the initiation of a X NFIR report: A. Date and time of the emergency B. Location of the emergency C. Property contact and property use code D. Number of units responding E. Number of personnel responding F. Operational Group or Shift responding G. Response data by district or station zones H. Incident benchmark times 18. Ability to add data files in multiple formats: PE , PDF, PNG, or TIFF X 19. Track false alarm incidents and update to fire prevention module X 0. Integration data from ePCR to auto-complete NFIRS reports X EPR Systems USA, Inc. RFP No. 027-2210-18/ITFIREWORKS Page 825 of 1324 ATTACHMENT A— FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE D — Fire Prevention 1. The City utilizes SunGard/HTE/Naviline Enterprise Resource Planning for document management - solution should allow access to that X data stored in SunGard for Fire & Inspection and Comrinunity Standards. 2. Track facilities that store hazardous materials 3. The ability to view annual inspection data in other modules of the RMS X 4. Email inspection reports/invoice to business caner X 5. Provide a public portal for business owner to access inspection records X 6. Ability to schedule and track annual inspection assignments X 7. Ability to access and cross-reference the Florida Fire Code X 8. Create user-defined templates for inspection forms and documents X 9. Link to Certificate of Occupancy stored within SunGard X 10. Ability to create and use user-defined inspections checklist X 11. A unique identifying record number within the RMS X 12. Time Stamps (Date received, date of occurrence) X 13. Ability to assign inspectors within the system 14. Ability to generate a combined or individual community risk assessment OVAP (occpational vulnerability assessment profile) score X 15. Ability to map and overlay occupancies by inspector, next inspection date, station, zone, and category. X 16. Ability to print and email completed inspections 17. Ability to create invoices for inspection billing 18. Create user-defined fields 19. Ability to search for prior or outstanding X violations X 20. Ability to reference Florida Fire Prevention Codes within notice of viol X EPR Systems USA, Inc. RFP No. 027-2210-18/ITFIREWORKS Page 826 of 1324 ATTACHMENT A— FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE D — Fire Prevention 21. Signature capture capability online and offline. 22. False alarm reporting and tracking in from NFIRS data X 3. Prefire plan integration with crosstalk between ire prevention and prefire plan module X 24. Designed for mobility - check list user interface 25. Maintain complex occupancies in separate files 26. Contain a fire investigation module 27. Database to manage buildings, occupancies, and fire protection systems X 28. The ability work off line without a network access 29. Ability to run reports - past due inspections, billing, annuals, Ocp types X 30. Ability to integrate billing data into Superion X Naviline 31. Ability to export to Laserfiche 32. Integrate data from the Palm Beach County Property Appraiser X 33.8,bility to reference City of Boynton Beach Fire Prevention Ordinances within notice of violation X 34. onverting and integrating legacy data into the proposed system X REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE E— Community Standards 1. The City utilizes Superion/Naviline Enterprise Resource Planning System. Solution should allow access to the data stored in the X upe ion/Naviline Community Development module irec ly or via Fusion API. Email citations to business owner X EPR Systems USA, Inc. RFP No. 027-2210-18/ITFIREWORKS Page 827 of 1324 ATTACHMENT A— FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE E— Community Standards 3. Ability to access and cross-reference the City Code Enforcement Ordinances X 4. Create user-defined templates for inspection X forms and documents 5. Link to Certificate of Occupancy stored within un and X 3. Ability to create and use user-defined inspections checklist X 7. A unique identifying record number within the RMS X 8. Time Stamps (Date received, date of ccu rence) X 9. Ability to assign inspectors within the system X 10. Ability to generate a combined or individual community risk assessment OVAP (occupational vulnerability assessment profile) X score 11. Ability to map and overlay occupancies by inspector, next inspection date, station, zone, X and category. 12. Ability to print and email completed citations and notice of violations X 13. Ability to create citations and notice of violations 14. Create user-defined fields 15. Ability to search for prior or outstanding violations X 16. Ability to reference Florida Fire Prevention Codes within notice of violation X 17. Signature capture capability online and offline. X 18. False alarm reporting and tracking in from NFIRS data X 19. Prefire plan integration with crosstalk between ire prevention and prefire plan module X 20. Designed for mobility - check list user interface 21. Maintain complex occupancies in separate files 22. Contain a fire investigation module 23. Database to manage buildings, occupancies, and fire protection systems X 24.The ability work off line without a network access 25. bility to run reports - past due inspections, billing, annuals, ocp. types X 26. bility to integrate billing data into Superion Naviline X EPR Systems USA, Inc. RFP No. 027-2210-18/ITFIREWORKS Page 828 of 1324 ATTACHMENT A— FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE E— Community Standards 7. Ability to export to Laserfiche X 8. Integrate data from Palm Beach County X Property Appraiser 9. Ability to reference City of Boynton Beach Fire X Preven on Ordinances within notice of violation REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE F — PreFire Planning 1. NFPA 170 Complaint graphics package 2. Location information auto populated from CAD 3. Google Maps/GIS integration X 4. Navigation- routing with turn by turn directions X 5. Fire tactical summary X 6. Hydrant locations - maximum GPM flows X 7. Calculation of NFPA Needed Fire Flow X 8. Add files, forms and photographs in multiple formts: JPEG, PDF, PNG, or TIFF X 9. Color coded hydrant overlay X 10. Ability to identify out of service hydrants X 11. Ability to integrate hydrant testing data X REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE G —Station 1. Dashboard display of information regarding closed roads, out of service equipment, daily X announcements, hydrant condition, etc. 2. Station journal and daily log X 3. Gear maintenance records 4. Equipment inventory 5. rracking PPE inventory and repair EPR Systems USA, Inc. RFP No. 027-2210-18/ITFIREWORKS Page 829 of 1324 ATTACHMENT A— FUNCTIONAL SPECIFICATIONS REQUIREMENTS COMPLIANCY REQUIREMENT COMPLIANT NOW CUSTOM COMPLIANT OR FUTURE RELEASE H — Data Analysis and Custom Reports 1. Data Analysis and Custom Reports X 2. All data elements must be exportable to commonly used formats (ASCII Delimited Text X File, CSV, Excel, Word, PDF, HTML, XML). 3. Ability to track the procedures completed by each Paramedic. X 4. Ability to calculate unit times in service based on benc mark times from the CAD system. X 5. Ability to create ad-hoc reports from user search results X 6. Ability to track open or unfinished fire, EMS and inspection reports X 7. Ability to build ISO reports X 8. Develop user-define Reports such as the folio ing: X a. Response by Station/inclusive by district b. Unit Turn out times c. Daily run data d. Response with arrivals e. Fire incident details f. Hospital by unit totals 9. Exporting proprietary data in standard form is including .csv X 10. Sequel tables definitions will be available for thdevelopment of user defined Crystal Repos X EPR Systems USA, Inc. RFP No. 027-2210-18/ITFIREWORKS Page 830 of 1324 EPsmsiFIREWORKSwe do IT all RFP #027-2210-18/IT Records Management System for Boynton Beach Fire Department is tr 4+ ' R�wt4 av r v s .d§S32psi E �IA.'I lvP i rn R cxP-1 f ) �E1e,�un.�gn n4�np Mw eMesY ikab�*• rnnrtve.r re Urvxfi ,.e.0 inc-.id-4, I�anmm lobe Flarh uerxmeb erfkx� xw va�.k�rc.�.i��ai Pg. 1 EPsmsiFIREWORKSwe do IT all July 19, 2018 Ilyse Triestman, Purchasing Manager City of Boynton Beach 100 E. Boynton Beach Blvd Boynton Beach, Florida 33425 Dear Ms. Triestman, EPR Systems USA is pleased to submit this proposal for a Fire Records Rescue Management System (RMS) for the Boynton Beach Fire Department. EPR Systems USA provides a solution meeting the Boynton Beach Fire Rescue Department's goal as outlined in the RFP specifically by providing: ✓ Consolidated data collection and management in one system ✓ Cloud based solution ✓ NEMSIS 3.4, EMSTARS 3.4 compliant with export capability ✓ NFIRS 5.0 compliant ✓ Single vendor reporting solution ✓ Mobile data collection from fire incidents, EMS incidents, fire inspection and code enforcement activities, inventory and apparatus checks ✓ Fire inspection billing ✓ Station activity logs ✓ Ability to add data on the fly, capture graphics, and signatures. ✓ Export NFIRS data in a format that complies with FFIRS ✓ Legacy data conversion services ✓ All the modules integrated into one seamless database ✓ Turnkey services: customization, integration, installation, training, testing, documentation, support before during and after cutover. Company background: EPR Group, an international software company, was founded in 2000 and is headquartered in Israel. EPR specializes in the development and integration of systems designed for local government. EPR Group provides innovative technology with emphasis on strong customer service. This corporate philosophy has made EPR Group the leader in its field. Over the past 18 years, EPR has grown with systems running in over 80 municipalities — ranging from Public Safety pg. 2 EPsmsiFIREWORKSwe do IT all Fire RMS, CRM, Finance, Utility Billing, and Recreational Management Systems. EPR Group's specialty is analyzing the specific needs of each customer, while modeling the RMS to their requirements. EPR has an outstanding staff of approximately 50 employees who put an emphasis on personal, as well as high quality of service. Our customer service is unparalleled and is our#1 priority. EPR Group expanded to the United States in 2016 to specifically focus on public safety solutions, analytics and transparency for Fire and Emergency Management departments. System Functionality FireWorks is a web-based RMS solution that works on any smart phone, tablet, or Pad (iOS or Android device). The FireWorks solution incorporates the latest state-of-the-art technology and best of breed features available on the market. Unique features to the FireWorks system include the ability to view a map to see a view of the location of the incident or inspection right from your mobile device. This enables your first responders to see the location before they even arrive to the emergency. FireWorks provides unique analytical tools to display data in interactive charts and graphs. The NFIRS Analytics and BI tool produces many of the reports required by the ISO (Insurance Services Organization) for an audit —with the simple click of a mouse. This unique tool provides a dynamic dashboard that enables you to click from a visual chart and drill down to the actual incident including pictures that were taken on the scene. Recently added to the reporting analytics module is the ability to produce many of the reports needed for CFAI Accreditation. Heat maps for incidents and response times are available as well. Spotlight features in the FireWorks software suite: • SAAS — Hosted in the Amazon Web Services Cloud — security, back-up and disaster recovery provided by Amazon • Intuitive, user-friendly browser-based (cloud) interface designed to make complex reporting requirements accessible in the field. • Built-in ISO reports. • Built-in reports for CFAI Accreditation • Mobile version accessible from any tablet, Pad, smart phone (iOS or Android) using all major supported browsers. • All-in-one management tool for documentation and supervision for all the station's needs. • Interface to your CAD system, if available and with other supplemental solutions. • Text alerts pushed to cell phones with CAD address and FireWorks preplan. pg. 3 EPsmsiFIREWORKSwe do IT all • Interface to CrewSense cloud-based service for Fire personnel scheduling. • Inspection module based on NFPA guidelines for electronic inspection reports • Reports can be sent from the desktop, or from the field to the business owner. • Complete hydrant testing module, including flow-tests, calculations, interactive mapview, and embedded geo location tools. • Mobile inventory module for scheduled checks of vehicles, gear, and other locations. • Color-coded hydrant overlay on map allows fire personnel to add hydrants or easily mark hydrants out of service. • Geo location tools embedded in system • Graphic report generator for user defined reports. • Mobile Pre-plan system with interactive mapping and navigation. • Property module • Upload and attach photos and other file types to incident, inspection, investigations records (PDF, JPEG, etc.). • US National Grid map overlay. • Billing for inspections and alarms • False Fire Alarm reporting • Community Risk rating of commercial structures with map display • Dynamic mobile Business Intelligence reporting - featuring interactive visual graphs and charts allows specialized visualizations of data, ability to change views including drill down from the chart to the actual incident data and photos. Price Cost/considerations FireWorks is a cloud based solution. As such, you pay an annual subscription that includes the use of all noted modules as well as support, the latest enhancements, customization and reports included in the annual fee. We appreciate the opportunity to respond to this RFP for Boynton Beach Fire. We are confident that if we are your selected vendor, you will enjoy working with our team in customizing best practices within the software, as well as become a flagship client and key reference for our FireWorks solutions. Respectfully submitted, xathi Aetzke Kathi Pletzke Director, N. American Operations EPR Systems USA Inc. pg.4 SY5te5 EPR IFIREWORKS wo do IT all Statement of Organization — Tab 2 Legal contracting name: EPR Systems USA, Inc. State of organization or incorporation: Florida Ownership structure of Respondent's company: Corporation Federal Identification Number: 81-3675379 Contact information for Respondent's Corporate headquarters: Avi Wach, COO EPR Group Office #1 Commercial Center Eli 4482800 avi .eprsys.com 941-421-6145 List of officers, owners and/or partners, or managers of the firm: Gilad Preger, President& CEO gilad(a_eprsys.com 941-421-6139 Giora Redler, CTO giorap_eprsys.com Contact information for Respondent's Primary representative during this RFP process. Kathi Pletzke Director, N. American Operations 5020 Clark Rd Sarasota, FL 34233 kathi&eprsys.com 941-961-5377 Contact information for Respondent's Secondary representative during this RFP process. Benny Shalev Vice-President Project Management bennyp_eprsys.com 941-421-6350 Briefly summarize any potential conflicts of interest, pending or current litigation relating to the performance of requested surveying services in which Respondent is party to. Disclose any circumstance where the conduct of the Respondent is being investigated or has had an adverse determination by any legal or administrative body: None Provide details of any ownership changes to Respondent's organization in the past three years or changes anticipated within six months of the Due Date and Time (e.g., mergers, acquisitions, changes in executive leadership): None Page 835 of 1324 EPR FIREWORKS S Y S t 0 M S we do IT l MINIMUM QUALIFICATIONS - Tab 3 EPR Systems USA Inc. is a registered corporation in the State of Florida. Respondent must have completed within in the past five (5) years, one or more systems integration with a Fire/EMS Department CAD system and an RMS solution in a fire rescue department. Respondent shall provide documentation and contact information for City's use in order to comply with this requirement. Similar experience with Fire/EMS clients in Florida: EPR has installed the FireWorks complete suite of modules in the following stations within the past 18 months, while providing CAD integration, data conversion, implementation, training, and support. Reference letters are also provided. West Manatee Fire Rescue North River Fire Rescue Chief Tom Sousa Chief Mike Rampino 6417 3rd Street W. 1225 14th Avenue West Bradenton, FL 34209 Palmetto, FL 34221 941-761-1555 941-721-6700 (Integraph CAD) (Integraph CAD) Okeechobee Fire Rescue Zephyrhills Fire Rescue Ryan Hathaway Chief Brian Swartout Fire Inspector/Training Officer 384106 th Avenue 707 NW 6th Street Zephyrhills, FL 33542 Okeechobee, FL 34972 813-780-0041 863-763-5544 (TriTech CAD) (Spillman CAD) Page 836 of 1324 EPR FIREWORKS sys re M S we do IT Mor PROPOSED APPROACH AND PROCESS - TAB 4 Project Schedule EPR Systems USA Inc. can meet Boynton Beach Fire's expectation is that an operational solution, including desktop and mobile platform to perform records management for all included modules can be deployed on or before the end of 2018. . Preliminary Project Schedule Configure, Migrate, and Deploy September 2018— December 2018 Project Plan A MS Project schedule can be provided at Boynton Beach's request for proposed implementation dates and guidelines. • Data conversion — EPR Systems USA Inc. personnel are experts at data conversion and experienced integrators. Boynton Beach Fire must provide data to be converted from other sources to EPR in As or CSV file for upload into FireWorks. Boynton Beach Fire personnel will validate upload of data. • Boynton Beach Fire can test system functionality during the set up phase, and at the discretion of Boynton Beach Fire Administrator, FireWorks can initialize database prior to `go-live' to start fresh and wipe data that was entered during the test phase. This should satisfy all to-be conversation points. • FireWorks has been built from the ground up with the input of Fire personnel from multiple departments providing assistance with the design, reports and implementation of best practice workflows. • EPR Systems USA's Support is available for production deployment, including planning, dry-run, and production migration is available throughout the process and after go-live. • Ongoing support is provided via phone or email after implementation for any integrations, customizations, and how-to questions. • Training and documentation for the following areas is provided: o Overview training of the entire application. o Technical training, which includes configuration, maintenance, etc., focused at super users, managers, system administrators and IT Staff. o Train-the-Trainer sessions o Documentation for end user training is provided and available within the system. Page 837 of 1324 EPR 4FIREWORKS 5 Y S t o m s we do IT all QUALIFICATIONS AND EXPERIENCE OF FIRM AND TEAM —Tab 5 1. The Respondent shall describe its qualifications and demonstrated experience with a project of this scale and similar complexity. Similar experience with Fire/EMS clients in Florida: EPR has installed the FireWorks complete suite of modules in the following stations within the past 18 months, while providing CAD integration, data conversion, implementation, training, and support. Reference letters are also provided. West Manatee Fire Rescue North River Fire Rescue Chief Tom Sousa Chief Mike Rampino 6417 3rd Street W. 1225 14th Avenue West Bradenton, FL 34209 Palmetto, FL 34221 941-761-1555 941-721-6700 (Integraph CAD) (Integraph CAD) Okeechobee Fire Rescue Zephyrhills Fire Rescue Ryan Hathaway Chief Brian Swartout Fire Inspector/Training Officer 38410 6th Avenue 707 NW 6th Street Zephyrhills, FL 33542 Okeechobee, FL 34972 813-780-0041 863-763-5544 (TriTech CAD) (Spillman CAD) 2. Describe the qualifications and demonstrated experience of key persons who shall be assigned to the project. Attach brief resumes and additional information as needed. (Resumes of key EPR personnel assigned to this project provided as attachment) Page 838 of 1324 IRMO WORK EXPERIENCE aronschreib@gmail.com 2 Support and Development,- Eire oris Program +972-52-552-1098 EPR Systems USA 03/3017-Present USA,Israel 9 FireWorks is comprehensive Fire&EMS information management system optimized to fit Fire department's needs Eli,Israel Achievement.s/Tasks 'TECHNICAL a Implementation of software by customers,technical support SKILLS a User experience design ra Quality Assurance-Finding and defining database and software bugs Support'Technician - Municipal Finance System EPR Systems 03/3016-03/3017 Eli,Israel Technical support of municipality financial information system.Support for 60 regional municipalities in Israel Achievement.s/Tasks a Database queries to implement information a Generating financial reports a Technical support to users country wide Contact.Amos Maklop-Project Manager—+972-52-433-7332 ,ILANGUAGES iPhone/iPod Software Servicing English Self Employed 19 ,910 ,90 0112006-1212009 Israel Achievement.s/Tasks Hebrew a Jailbreaking and Unlocking of iPhone and iPods 40 installation of Linux on older iPod models Fixing bricked phones&general software support INTERESTS CERTIFICATES Technology SAP-MM Module(inventory) (2017) Certificate to implement MM module.Course and certificate given by SAP Israel Computers PERSONAL PROJECTS Simulation and Predictive Too[for Customer Service Planning(2016—2017) 13 Created tool,that forecasts service load for coming months based on CRM database.Forecast is then inserted into simulation tool,that simulates workload on agents.Used statistical tools to calculate service performance. EDUCATION B.Sc in Industrial Engineering Ariel University 0912013-0912017 Ariel,Israel Courses • Database Management/Development a Simulation • Data Analysis-Forecasting/Statistics a Production Management ACHIEVEMENTS First Sergeant in Israeli Defense Force(2010—2014) Graduate of Chai Roi Leadership Program (2013—2016) Page 839 of 1324 Includes,seminars on topics facing Israel's leaders and courses and lectures teaching leadership skills. WORK EXPERIENCE avi@eprsys.com Proect Manager (941)421 6145 EPR Systems 2010-2017 USA,Israel SKILLS I Achievements/asks a Managing implementation team that implemented 22 municipalities over a 6 year period CEO David's Music Orginization 2002-2008 Israel EnEM Achievements/asks • Managing a team of 40 employees • Managing budget and cash flow LANGUAGES a Working with government and foreign factors,public relations and fundraising in Israel and abroad English 40 40 Programmer Applatix Hebrew 2000-2001 Israel Startup specializing in cyber security Achievements/asks • Characterization of software components+development • Writing of command and control system. • Work with the client including characterization and implementation Program rner VCIX 1999-2000 Israel Achievements/asks a Development of a virtual social space online Integration Engineer IBM Israel 1998-1999 Israel Achievements/asks a Integration of a specialized system for the largest bus company in Israel,Egged EDUCATION Master of Business Administration Ariel University 2008-2010 Ariel,Israel B.Sc. Software Engineering Jerusalem College of Technology 1994-1998 Page 840 of 1324 WORK EXPERIENCE benny@eprsys.com I Project Manager (941)421-6350 EPR Systems 2009-2017 USAJsrael SKILLS EPR Systems is a software company that specializes in systems for municpal an emergancy agiencies Achievement.s/Tasks a Characterization of projects,including Internet banking,and information security-according to customer requirements Defining the project with the development department and with sub-contractors a Implementation and accompaniment of the work,including writing specifications and practical guidance,at the end of the project LANGUAGES Manager of Customer Service English EPR Systems 2006-2009 Achievement.s/Tasks Hebrew a Motivating a team of representatives a Planning and writing job specifications,including work processes and training manuals for customers a Accompanying new employees,from preparation of training procedures to improving human relations a QA of software development,according to the hardware and software configuration required for each customer. Post-Sale Integrator EPR Systems Achievement.s/Tasks • Implementation of collection systems in municipal authorities,including face to face training • Analysis of existing systems and their implementation into the new work environment,ACCESS or SQL • Consulting,accompanying and training the accounting and accounting teams,improving work processes DevelopmentTeam ECI TELECOM 1999-2003 Achievement.s/Tasks Transfer of projects from development to production,including familiarity with procedures and production processes; Preparation and transfer of training to the operational team,as part of the assimilation of development development cards Providing support to the integration department and customer support department EDUCATION Buissness Maria gment and Finance Ariel University 2002-2003 Ariel,Israel Electrical Engineering Ort College of Netanya 1996'-'1998 Page(�341/sofll 324 illwu M0 WORK EXPERIENCE giora@eprsys.co.il 2 Founder and CTO +972-524335020 EPR Systems 1999-Present Israel,USA SKILLS I Management and development of information systems for municipal and emergency agencies for over 60 .._.._.._.._.._.._.._.._.._.._..__ municipalities in Israel and the USA. Achievements/asks a Financial and Logistic Software is Bank Lien Software is Fire&EMS Solution \ _ a Judicial Software a Accounting Software is Welfare Software CODING is CRM LANGUAGES a Development of interfaces to over 30 different software vendors including: Bank Leumi,Bank of Israel,Ministry of Interior,Social Security and more SQL 49 494000 Developer and Manager of Informations System Tenuva Export VBA 1982-2010 Israel 40 40000 One of the largest exporters of produce and dairy in Israel Achievements/asks Java a The system controlled the whole production line,from production up to transport overseas. The system generated reports needed for exportation of the produce. The system was used by 40 50 plants throughout Israel. C++ 40 Developer and System Maintenance Port2Port HTML5 1987-1992 Israel Largest company in Israel for transport of goods overseas Achievement.s/Tasks a Development of system for customs broking EDUCATION in Computers University of Tel Aviv Courses ra Programming ra Database Management Page 842 of 1324 s .: S 4. 1, r._ r _ � 1 5 ,1 t �1 I t Summary An award-winning visionary leader; passionate, enthusiastic and accomplished IT professional. My specialty is in software development and delivering technology innovations that make organizations run more efficiently. Experience October 2016— Present EPR USA-Fireworks Software Sarasota FL job Title Director of North American Operations—Position created with the expansion of EPR into the United States. EPR holds 30%of the municipal software market in Israel; expanding to Florida in 2016. My duties include administration, business development, contracts, customer support, marketing, software design concepts, presentations, participation at trade shows, etc. Company is specializing in business intelligence and public safety(fire) solutions in the US market. February 16, 2015 —April 2016 Advanced Processing& Imaging Boca Raton, FL 33431 job Title Transparency Technology Director—new position created at API to design, develop, market and maintain a cloud-based fiscal transparency portal for Cities/Counties and school systems to provide open and transparent government. January 30, 1997—January 31, 2015 Town of Longboat Key Longboat Key, FL 34228 job Title IT Director—senior member of management, responsible for an IT staff of 4 including 2 contracted positions, $700K budget. Responsible for new development and maintenance of the technical infrastructure and integrated core business solutions for the Town of Longboat Key. Responsible for all technology, security, networking and IT policy for all departments including Public Safety(Fire and Police), Public Works, Planning,Zoning and Permitting, Finance, Payroll, Human Resources, and Utility Billing for approximately 120 users in multiple locations. Led the Town through many evolutions of Page 843 of 1324 ti J. Pletzke Career highlights technology in 18 years; 3 successful conversions to new system platforms (most recent April 2014 to IBM P-Series servers), as well as development of the Town's first website, email systems, records management solutions, paperless reporting, mobile computing solutions and many other projects that dramatically improved workflow and efficiencies. All systems are integrated in one centralized database with a robust disaster recovery solution in place. All core business data replicated on a nightly unattended process to a secure facility. Modernized the majority of the systems using graphical browser-based interfaces (Cloud)to legacy green screen applications which preserved the investment in technology while creating a modern look and feel for the users.Through innovation and teamwork, I developed custom software unique to municipalities working with key staff in all departments. Created innovative web based solutions for solving the unique business needs of the Town.This included systems created specifically for the management of employee benefits, integrated electronic timekeeping and leave reporting system, paperless beneficiary administration, electronic wellness program, electronic performance evaluation system, backflow tracking, permitting,town manager assignment system, police and dispatch scheduling (integrated with paperless timekeeping/payroll), paperless police reporting incident system (records),file codes for records management,fire inspection system and preplanning, intranet, elevation certificates, business tax receipts system, NPDES inspections, paperless reporting, and email notifications throughout the applications. Developed sought-after award winning software solutions including: Fiscal Transparency—Public Technology Award, GMIS G2 Award, FLGISA Technology Award 2014 Firelog Book and Fire Pre-Plan—Computer World Laureate 2013, FLGISA Technology Award 2012 Contractor Notification System —IT Florida Leadership Award 2007, FLGISA Technology Award 2006 Frequent invited speaker on technology including Florida City and County Managers association (3), Cloud Computing Association, Florida Government Finance Officers Association (2), FLGISA and GMIS International, FGFOA School of Finance. GFOA national conference in Toronto (May 2016) Publications and articles: SNN Television,January 2015 http://www.snntv.com/2015/01/09/longboat-key-offers- online-lesson-fiscal-transparency/ GovTech Magazine, April 2014 Florida Town Simplifies Transparency http://www.govtech.com/budget-finance/Florida-Town-Simplifies-Transparency.html Florida City and County Managers Newsletter—Fiscal Transparency _http://fccma.org/2014/03/fiscal-transparency-a-local-governments-solution/ 2 Page 844 of 1324 ti J. Pletzke Career highlights Florida Local Government Technology Achievement Award 2014 http://www.flgisa.org/technology-achievement-award/ Florida League of Cities—Technology Innovations Showcase http:// .flori aIeagueofcities.com/Pu Iications.aspx?C ID=12576 GovTech Magazine,July 2013, Can one City Profit from Innovation? http://www.govtech.com/applications/Can-One-City-Profit-from-Innovation.html Quality Cities, March-April 2013 http://publications.fIcities.com/qc/201303/#?page=42 The Bond Buyer, February 2013:Where there's Smoke,there's Innovation http://www.bondbuyer.com/news/in-longboat-key-where-theres-smoke-theres-innovation-903146-1.htmI Computerworld Laureate, March 2013,Safety&Security—Fire Application https://www.eiseverywhere.com/ehome/49069/83917/ State Technology Magazine,July 2012 http://www.statetechmagazine.com/article/2012/07/how-nyc- department-transportation-used-tablets-go- paperless LBK News,August 2012 _http://www.l bknews.com/2012/08/10/cavi ng-time-I ives-through-new-technology/ LBK News, September 2010 http://www.lbknews.com/2010/09/10/pletzke-passionate-about-lbk-technology/ Experience August 22, 1984—January 22, 1997 City of Fort Myers 2200 Second St Fort Myers, FL Job Title MIS Director- Department head responsible for all systems and networking for the City of Fort Myers. Managed a staff of 7 IT professionals. Provided custom programming and maintenance support in addition to contract management of vendor provided solutions. Supported 300 users in multiple locations across the City. Implemented the City's first website in 1996. Professional Education Leadership positions for the Florida Local Government Information Systems Association —State-wide association of 180+ members 3 Page 845 of 1324 ti J. Pletzke Career highlights FLGISA Board Treasurer—2014—2015 FLGISA Board Secretary—2010—2014 Certified Government Chief Information Officer-2008-recertified through 2016 Florida State University Florida Institute of Government CGCIO—120 Hours; nationally recognized professional development program Academic Education August 1980 -To 6/1/1982 Delta College University Center, MI Associate Business Degree References See Linkedln endorsements 4 Page 846 of 1324 s y s f e tri EPR 4FIREWORKS wo do IT all SIMILAR PROJECTS/ REFERENCES — Tab 6 1. Provide references for similarly successful projects from at least three (3) governmental agencies (or regional districts), including the name of the agency, contact name, telephone, fax and email address. The City is especially interested in successful projects involving Superion (formerly known as Spillman Technologies) CAD systems. EPR has installed the FireWorks complete suite of modules in the following stations within the past 18 months, while providing CAD integration, data conversion, implementation, training, and support. Okeechobee County Fire Rescue use Spillman Technologies for CAD. West Manatee Fire Rescue North River Fire Rescue Chief Tom Sousa Chief Mike Rampino 6417 3rd Street W. 1225 14th Avenue West Bradenton, FL 34209 Palmetto, FL 34221 941-761-1555 941-721-6700 (Integraph CAD Inte ra h CAD Okeechobee Fire Rescue Zephyrhills Fire Rescue Ryan Hathaway Chief Brian Swartout Fire Inspector/Training Officer 384106 th Avenue 707 NW 6th Street Zephyrhills, FL 33542 Okeechobee, FL 34972 813-780-0041 863-763-5544 (TriTech CAD) (Spillman CAD 2. Provide examples of work by firm or individual which best illustrates current qualifications relevant to the City's project that has been/I being accomplished by personnel that shall be assigned to the City's project. List no more than ten (10) projects. City of Coral Springs East Manatee Fire Rescue Fire Prevention Suite Complete System — RMS — Integraph CAD Bruce Bowers, Fire Marshal Kim Luther, Administrative Chief 954-346-1394 941-725-8213 bbowers(Qcoralsprings.org kluther(_emfr.org Project Manager: Benny Shalev Project Manager: Benny Shalev Estimated cost: $18,000 Estimated cost: $15,000 Town of Longboat Key Cedar Hammock Fire Rescue Fire Prevention Suite Complete System — RMS — Integraph CAD Paul Dezzi, Fire Chief Jeff Hoyle, Fire chief 941-650-9445 941-727-2070 pdezzi(d)longboatkey.org chfr.org Project Manager: Benny Shalev Project Manager: Benny Shalev Estimated cost: $7,000 Estimated cost: $10,000 Page 847 of 1324 s PNORTH RIVER FIRE DISTRICT 1225 141h AVENUE NEST PALMETTO), FLORIDA 34221 D Phone (941) 721-6700 Fax (941) 721-6701 4 p b admln@nrfd.org July 10, 2017 TO WHOM IT :MAY CONCERN. The North River Fire District has been engaged with EPR Fire Works since June of 2016. First let me state that the since that time the product that they have delivered has been nothing let then a pleasure to work. with. Additionally, the timeliness by which they produce new fields to the system is second to none. As a Fire District on many occasions we have asked them to tweak and or create different products that aid us in our delivery of service. The turnaround time has been extraordinary. The company motto is we do it better; I for one can concur with the statement. As it pertains to customer service we have zero complaints; they do what they say, and deliver on time. We have experienced little to no down time and have been treated with nothing but respect, kindness, and the willingness to improve on the products they deliver. Sincerely, Michael S. Rampino Fire Chief Page 848 of 1324 West Manatee Fire & Rescue District July 13, 2017 RE: EPR Systems West Manatee Fire Rescue has been utilizing EPR systems "FIREWORKS" software platform for the previous eight months. The District was approached by EPR a year ago to assist them in developing a software that will meet the needs of today's fire rescue service. They listened to our recommendations and developed what we believe to be a premiere software solution. The "FIREWORKS"platform has the flexibility to work in both the mobile and office environment. The software is intuitive in regards to incident reporting, inspections and pre-fire plans. The business intelligence tools will be invaluable in measuring department performance. The reliability of the software has been excellent. We have not had a need to utilize customer support often, but when contacted, the support team was very responsive in correcting the issues. We believe that the current version of"FIREWORKS" is on the cutting edge in regards to fire rescue RMS systems. Sincerely, Thon s J. Sousa, Fire Chief West Manatee Fire & Rescue 64173 rd Avenue West Bradenton, FL 34209 941-761-1555 Administration 6417 3rd Avenue West Bradenton, FL 34209-2314 (941) 761-1555 Fax (941)795-3250 Page 849 of 1324 ZEPHYRHILLS FIRE RESCUE 38410 6th Avenue - Zephyrhills, Florida 33542 Phone: (813)780-0041 Fax: (813)780-0085 Fire Chief-- Brian RSwartout To Whom It May Concern: We have had the privilege of using a product,which is able to fulfill all of our expectations as a consumer. The EPR Fireworks software reporting system has enhanced our Fire, EMS, and Inspections reporting.What captured our interest in this particular software was the ability to have the system tailored to our needs.We did not have to try to fit into a reporting system that was not designed for the services we provide. Once we looked into what EPR Fireworks could provide,we could not pass up on the opportunity to work with them. EPR representatives continue to work with us to fine tune our customized reporting. They have been supportive throughout the entire process and I would like to recommend that you look at the benefits a customized program could provide your organization. Sincerely, 4-4�-a474�17— -- Brian R. Swartout Fire Chief Page 850 of 1324 T®" OF Town Hall 501 Bay Isles Road Longboat Key,Florida 34228-3196 LO'k YG-" OAT KEY (941)316-1999 SUNCOM 516-2760 l� t -1656 Incorporated November 14, 1955 www.longboatkey.org To Whom It May Concern: My name is Paul Dezzi, Fire Chief for the Town of Longboat Key, Florida and I am very happy to endorse FireWorks as an ideal software company for the management of several fire programs. FireWorks has and continues to work closely with members of Longboat Key Fire Rescue in the development and implementation of a fire inspection& preplan program as well as inventory control including supplies and vehicle equipment. FireWorks has excellent customer service and a support team with immediate resolution to issues and concerns that may be specific to a fire departments operation. Based on personal experience, I have no hesitation in recommending FireWorks to any fire department looking for a software solution. I would be very happy to share our experience with FireWorks with those departments interested in this software solution. incere zi Fire Chief Longboat Key Fire Rescue 941-650-9445 Page 851 of 1324 REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT COST PROPOSAL FORM Proposers should use this form for submitting its Cost Proposal. The price shall be fixed and firm and should be fully burdened to include all necessary elements such as but not limited to salary, general administrative expenses, travel, mileage, overhead and fee/profit needed to perform all of the services described under this solicitation. 1. Pricing — Software - Required Modules - Provide pricing information for all required applications/modules included in the proposed solution. • • 010 Master Database $ N/A $ Imaging $ N/A $ GIS $ N/A $ Computer-Aided Dispatch $ CAD interface included $ CAD Mapping $ Google maps $ Response Plans See next page $- preplan 0 $ 100.00 Inspections $ 10,800.00 7 $ 1,500.00 Fire Inspection Tracking and Billing $ included 0 $ 100.00 Records Management System $ $ Inventory Control $ 21400.00 0 $ 100.00 Roster/Staffing w Personnel Database $ 1,249.00 0 $ 100.00 EMS Reporting NEMSIS & EMSTARS $ 14,965.00 0 $ 100.00 Fire Reporting NFIRS $ included 0 $ 100.00 EPR Systems USA RFP#027-2210-18/IT THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED COMPLETE AND ACCEPTABLE W FIREWORKS odeffall Page 852 of 1324 REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT COST PROPOSAL FORM (CONTINUED) 1. Pricing — Software - Required Modules - Provide pricing information for all required applications/modules included in the proposed solution. • • Mobile Queries $ no addn'I charge 0 $ 100.00 Automated Field Reporting $ no addn'I charge 0 $ 100.00 Driver License Scanning $ no addn'I charge when available $ 100.00 Voiceless Dispatch $ N/A $ Mobile and Desktop Access $ included 0 $ 100.00 Dashboard Analytics $ 4,990.00 1 $ 390.00 Pre-fire Plans $ 2,277.00 0 $ 100.00 Total Price for Required Modules $ 36,681.00 Check all the following that are included in the quoted Required Modules price: Complete integration of all modules ❑onsite end user training at implementation with no internal interfaces KfTechnical support and customer service ❑ Site license for all desktop modules ❑,dngoing end user and administrative training ❑ First-year maintenance on software Annual cloud fee for concurrent users is assessed. For instance, Boynton could set up 100 or more unique user ID's however fee is calculated by the number of concurrent users togged into the system at once. For example, 20 concurrent user license fees for all modules (except inspections)would be $2,000. (20 x$100). EPR Systems USA RFP#027-2210-18/IT THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED COMPLETE AND ACCEPTABLE "RIM 13110Page 4 REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT COST PROPOSAL FORM (CONTINUED) Optional Modules Provide pricing information for all optional applications/modules included in the proposed solution, if any are necessary to meet the functionality specifications as defined. • • Premises Information Investigations $ 1,250.00 0 $ 100.00 Configurable Dashboards $ $ Total Price for Optional Modules $ 1,250.00 Check all the following that are included in the quoted Required Modules price: LJ Complete integration of all modules with no internal interfaces ❑ Site license for all desktop modules ❑ First-year maintenance on software E�/Technical support and customer service ❑/Onsite end user training at implementation C/Ongoing end user and administrative training 2. Pricing —Vendor Services Total price for implementation project management $6,000 Check all the following that are included in the quoted implementation and project management *System set-up and data conversion price: only of quality data. For instance, ❑ Onsite project management services must be NEMSIS files version 2 and up or and Excel File that aligns with ❑ PMP-certified project managers NEMSIS. 2/Code table setup VConnection with state database Total price for software and hardware installation $ 6,000.00 Check all the following that are included in the quoted software and hardware installation price: ❑ Multiple onsite installation visits EPR Systems USA RFP#027-2210-18/IT THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED COMPLETE AND ACCEPTABLE ' FIREWORKS wodoffail Page 854 of 1324 REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT COST PROPOSAL FORM (CONTINUED) Total price for administrative training $ 4,500.00 Check all the following that are included in the quoted administrative training price: N�User manuals and other training materials Defined timeframe for Go-live UTraining database that utilizes agency-specific data CZ/Complete administrator training ❑ Post Go-live refresher training 3 days on-site Total price for end user training $ 4,500.00 Check all the following that are included in the quoted end user training price: E(User manuals and other training materials ❑ Post Go-live refresher training N/Pre-Implementation project team training ❑ Access to online training database Total price for Go-live assistance $ included Check all the following that are included in the quoted Go-live assistance price: ❑ Post Go-live onsite refresher training Each addn'I day Total travel and per diem estimate $ 1,500.00 Total Price for Training Services $ 4,500.00 3.1 Pricing —Warranty, Maintenance, and Support • • Q First-year support(12 months) included in subscription $ included $ N/A Second-year support(required modules) Cloud Subscription $ 39,828.00 $ N/A Second-year support (optional modules) cloud Subscription $ 41,819.00 $ N/A Support and enhancements included in the annual cloud subscription. EPR Systems USA RFP#027-2210-18/IT THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED COMPLETE AND ACCEPTABLE W FIREWORKS odeffall Page 855 of 1324 REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT COST PROPOSAL FORM (CONTINUED) EPR Systems USA, Inc. COMPANY NAME AUTHORIZED SIGNATURE 941 ) 961-5377 Kathi Pletzke TELEPHONE NO. PRINTED NAME kathi@eprsys.com Director, N. American Operations E-MAIL ADDRESS TITLE 7/11/18 DATE EPR Systems USA RFP#027-2210-18/IT THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED COMPLETE AND ACCEPTABLE W FIREWORKS odeffall Page 856 of 1324 5YSte S FIREWORKS we do IT all SUBMITTAL FORMS —Tab 8 Respondents must complete and submit the required forms in order for submittal to be considered a valid response. DO NOT INCLUDE YOUR PRICE PROPOSAL FORM IN THIS SECTION RATHER INCLUDE IT IN TAB 7— PRICE PROPOSAL • Proposer's Acknowledgement • Acknowledgment of Addendum(s) • Statement of Proposer's Qualifications • References • Anti-Kickback Affidavit • Non Collusion Affidavit of Prime Proposer • Confirmation of Minority Owned Business • Confirmation of a Drug Free Workplace • Acknowledgement of PBC Inspector General • City of Boynton Beach Local Business Status • Schedule of Sub-Consultants • Statement of No Proposal (if applicable) Page 857 of 1324 REQUEST FOR PROPOSALS FOR FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP No.: 027-2210-18/IT PROPOSER ACKNOWLEDGEMENT Submit RFP's To: PROCUREMENT SERVICES 100 E. Boynton Beach Boulevard P.O. Box 310 Boynton Beach, Florida 33425-0310 Telephone: (561) 742-6322 RFP Title: FIRE-RESCUE RECORDS MANAGEMENT SYSTEM RFP Number: 027-2210-18/IT RFP Received By: JULY 30, 2018, NO LATER THAN 2:30 P.M. RFP's will be opened in Procurement Services unless specified otherwise. RFP receiving date and time is scheduled for: JULY 30, 2018, NO LATER THAN 2:30 P.M. (LOCAL TIME) and may not be withdrawn within ninety (90) days after such date and time. All awards made as a result of this RFP shall conform to applicable sections of the charter and codes of the City. Name of Professional: Kathi Pletzke, Director, N. American Operations, EPR Systems USA Inc. Federal I.D. Number: 81-3675379 A Corporation of the State of: Florida Area Code: 941 Telephone Number: 961-5377 Area Code: FAX Number: Mailing Address: 5020 Clark Rd, #119 City/State/Zip: Sarasota, FL 34233 E-mail Address: kathi@eprsys.com Authorized Signature Page 858 of 1324 Kathi Pletzke Name Typed THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 34 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 859 of 1324 CITY OF BOYNTON BEACH LOCAL BUSINESS STATUS CERTIFICATION Kathi Pletzke Director of N. American Operations the of (Name of officer of company) (Title of officer of company) EPR Systems USA, INc. 5020 Clark Rd, #119, Sarasota, FL 34233 (Name of Corporation/Company) located at (Business Address) Certify that I am an authorized representative of the business and, on behalf of the Business, request that it be deemed to be a local business for purposes of the City of Boynton Beach Local Preference Program. Answering yes to Question 1 and Question 2 below will qualify the business as a local business. In support of this request, I certify the following to be true and correct: EPR Systems USA Inc. NAME OF BUSINESS: 1. Is the business located within the City limits YES NO Number of Years: of Boynton Beach, Florida? 2. Does the business have a business tax YES NO Business License receipt issued in the current year? Number: 3. Is the business registered with the Florida YES NO Division of Corporations? I understand that misrepresentation of any facts in connection with this request may be cause for removal from the certified local business list. I also agree that the business is required to notify the City in writing should it cease to qualify as a local business. Print Name: Kathi Pletzke Signature: ***FOR PURCHASING USE ONLY*** Business License Year Established: Active: Verified by: Date: THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 49 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 860 of 1324 Page 861 of 1324 2 ■ 2 ■ 2 L0 ® aa t/ 0 / § 5 / o Z: \ \ 7 / Ea � ° // �2 2 r 2 2 \ / f 1 Co 0 7 7 _ - = E E $ / \ �\ / c_ \ \ 2 = _ co . q % [ E 0 o ■ 0 = o s 0 3f0 2 � \ E q 40- \ d §° = t \ S ■ oo ® m @ ® = c c e — ° ¢ w 3: \ /� / § $ \ 9 Cl) t f \ 2 o » n U) = 2 } /� � CL o 2 « = 0 2 § #_ w f § o CL ° e LU \ \ ff tet { 2 / _ ƒm \ \ k k o / / 0 0 \ / � { $ c k � k $ Co Do \ c / E / \ a •: 2 = / 0 / 2 7 (L W 0 -6 ƒ 1-- C-) k W � / = R @ E Co§ e LU 13 0 / / U W � « o & @ m 2 E \ tom = 72 U E0 § §* § o Cl) 4 &/ 0 ± w 20@ _ @ / 2 / ± _ £ 0 LL u 2 0 ■ o = _ a $ § ± \ Co \ 0f k § \ ƒ\ ƒ 0 2 Et _ < _ D e o _ 2 m = ° 2 E 2 0 0 c - 2 t & 3 2 S / 2 ° U / E ' \ % 0 ° a = t 2 ± \ f ■ 2 7 0 E � Saw / U) 27 / 0 = = + 2 / ± 2) E E- CoCo — 0 = I 7 ± # 202 g § L / = a 2 £ S 2 E 2 n e \2 k C ° 2 q o l e e 2 o k { f \ z @ E n k ■ = oe = n / 5 § 2 2 k C) ° ° r k k \ E / R 2 a W. 7 0 z- e 0 N C7 4- 0 C7 co N W W a N z O U W m O I.- 0 O CL O O W N J d m r � ~ O e-) EL W WO U o U z W p I.-CQ LL ry C z m Q N W W I.- co J O CL H C WO 0 Q CL N_ 2 H A D D E N D A CITY OF BOYNTON BEACH FLORIDA RFP TITLE: "FIRE RESCUE RECORDS MANAGEMENT SYSTEM" RFP NO.: 027-2210-18/IT DATE SUBMITTED: We propose and agree, if this submittal is accepted, to contract with the City of Boynton Beach, in the Contract Form, to furnish all material, means of transportation, coordination, labor and services necessary to complete/provide the work specified by the Contract documents. Having studied the documents prepared by: THE CITY OF BOYNTON BEACH we propose to perform the work of this Project according to the Contract documents and the following addenda which we have received: ADDENDUM DATE ADDENDUM DATE Page 864 of 1324 STATEMENT OF QUALIFICATIONS Each qualifier proposing on work included in these General Documents shall prepare and submit the data requested in the following schedule of information. This data must be included in and made part of each RFP document. Failure to comply with this instruction may be regarded as justification for rejecting the RFP response. * attach additional sheets giving the information 1. Name of Qualifier: EPR Systems USA Inc. 2. Business Address: 5020 Clark Rd, #119 Sarasota, FL 34233 3. When Organized: October 2016 4. Where Incorporated: State of Florida 5. How many years have you been engaged in business under the present firm name? 2 6. General character of work performed by your company. Public Safety Software: Records Management Reporting Solutions Analytics, Business Intelligence and Transparency 7. Enclose evidence of possession of required licenses and/or business permits. 8. Number of employees. 50 9. Background and experience of principal members of your personnel, including officers. 10. Bonding capacity, if applicable. 11. Have you ever defaulted on a contract? If so, where and why?* No THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 41 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 865 of 1324 12. Experience in performance of work similar in importance to this project. Project $Value Contact Name Phone # Complete RMS Tom Sousa, Fire Chief 941-761-1555 Complete RMS Mike Rampino, Fire Chief 352-585-1498 Complete RMS Brian Swartout, Fire Chief 813-780-0000 13. Contracts on hand. 14. Largest completed projects (include final cost). 1) Coral Springs Fire Prevention modules $18,000 2) East Manatee Fire - complete RMS $15,000 3) Cedar Hammock Fire -complete RMS $10,000 15. List all lawsuits (related to similar projects) or arbitration to which you have been a party and which: * none 1) arose from performance: 2) occurred within the last 4 years: 3) provide case number and style: Dated on the 18TH Day of July, 2018 By: (written signature) Name: Kathi Pletzke (printed or typed) Title: Director, N. American Operations THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 866 of 1324 Page 867 of 1324 REFERENCES FOR EPR Systems USA, Inc. Company Name: West Manatee Fire Rescue Address: 6417 3rd Street, Bradenton, FL 34209 Contact Name: Tom Sousa, Fire Chief Phone: Fax: E-Mail: 941-761-1555 tom.sousa@wmfr.org Company Name: North River Fire Rescue Address: 1225 14th Avenue W, Palmetto, FL 34221 Contact Name: Mike Rampino, Fire Chief Phone: Fax: E-Mail: 941-721-6700 rampinom@nrfd.org Company Name: Longboat Key Fire Rescue Address: 5490 Gulf of Mexico Dr., Longboat Key, FL 34228 Contact Name: Paul Dezzi, Fire Chief Phone: Fax: E-Mail: 941-650-9445 pdezzi@longboatkey.org Company Name: Okeechobee County Fire Rescue Using SPILLMAN CAD Address: 707 NW 6th Street, Okeechobee, FL 34972 Contact Name: Ryan Hathaway, Captain Phone: Fax: E-Mail: 863-763-5544 rhathaway@co.okeechobee.fl.us THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 43 COMPLETE AND ACCEPTABLE. Page 868 of 1324 Page 869 of 1324 TT I STATE OF FLORIDA SS COUNTY OF PALIM BEACH 1,the undersigned hereby duly sworn, depose and say that no portion of the sum herein submitted will be paid to any employees of the City of Boynton Beach as a commission, kickback, reward of gift, directly or indirectly by me or any member r my firm or by an officer of the corporafion- NAME-SIGNATURE-" Sworn and subscribed before me this / day cl Jtdy 2D 18 Printed Information: Kathi Ptetzke NAME Director, N. American Operations TITLE. 5 NOTARY O IC, StFWrida at Large ( _ COMPANY STEPHANIE M.BEDGIO Notary Public,State of Florida a Commission#GG 174674 P,Ay comm.expires Jan.11,2022 'OF=FICIAL NOTARY SEAL?STAMR THIS PAGETO BE sBMFTTED FOR P*OPOSA-170 9ECOUSIDERED, COMPLETE AND ACCEPTABLE. RFP No.027-2210-18!17 Page 870 of 1324 MON COLLUSiON AFRDA State of Florida ) County of Saf'asOta , being first duly sworn, deposes and says that: Director of N.American Operations EPR Systems USA Inc. product"FireWorks" 1) He/She is of , the qualifier (._ ) (Narm of Corporafian r arm) who has submitted the attached RFP No. 027-2210-18/IT for FIRE-RESCUE RECORDS MANAGEMENT SYSTEM 2) He/She is fully informed respecting the preparation and contents of the attached submittal and of all pertinent circumstances respecting such submittal; 3) Said RFP is genuine and is not a collusive or sham RFP; 4) Further, the said qualifier nor any of its officers, partners, owners, agents, representatives, employees or parties in interest, including this affiant, has in any way colluded, conspired, connived or agreed, directly or indirectly with any other qualifier, firm or person to submit a collusive or sham RFP in connection with the Contract for which the attached RFP has been submitted or to refrain from bidding in connection with such Contract, or has in any manner, directly or indirectly, sought by agreement or collusion or communications or conference with any other qualifier, firm or person to fix the price or prices in the attached RFP or of any other qualifier, or to fix any overhead, profit or cost element of the RFP price or the RPP price of any other qualifier, or to secure through any collusion, conspiracy, connivance or unlawful agreement any advantage against the City of Boynton Beach or any person interested in the proposed Contract; and 5) The price or prices quoted in the attached bid are fair and proper and are not tainted by any collusion, conspiracy, connivance or unlawful agreement on the part of the qualifier or any of its agents, representatives, owners, employees, or parties in interest, including this affiant. (Signed) A�z- Subscribed (Title) Director, N.American Operations and sworn to before me This 'g ' r day of F , 20 STEPHANIE M.BEDGIO _ Notary Public,State of Florida M commission expires Commission#GG 174, 0 My p —� My comm.expires Jan.11,2022 THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 45 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 871 of 1324 CONFIRMATION OF MINORITY OWNED BUSINESS A requested form to be made a part of our files for future use and information. Please fill out and indicate in the appropriate spaces provided which category best describes your company. Return this form with your bid proposal sheet making it an official part of your bid response. Is your company a Minority Owned Business ? ✓ Yes No If Yes, please indicate by an "X" in the appropriate box: ( ) AMERICAN INDIAN ( ) ASIAN ( ) B LAC K ( ) HISPANIC ( ) WOMEN ( ) OTHER (specify) ( ) NOT APPLICABLE Do you possess a Certification qualifying your business as a Minority Owned Business? YES NO ✓ If YES, Name the Organization from which this certification was obtained and date: Issuing Organization for Certification Date of Certification THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 46 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 872 of 1324 CONFIRMATION OF DRUG-FREE WORKPLACE IDENTICAL TIE SUBMITTALS Preference shall be given to businesses with drug-free workplace programs. Whenever two or more submittals which are equal with respect to price, quality, and service are received by the City of Boynton Beach or by any political subdivision for the procurement of commodities or contractual services, a submittal received from a business that certifies that it has implemented a drug-free workplace program shall be given preference in the award process. Established procedures for processing tie submittals will be followed if none of the tied Professionals have a drug-free workplace program. In order to have a drug-free workplace program, a business shall: 1) Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2) Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3) Give each employee engaged in providing the commodities or contractual services that are under submittal a copy of the statement specified in subsection (1). 4) In the statement specified in subsection (1), notify the employee that, as a condition of working on the commodities or contractual services that are under submittal, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of Chapter 893 or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than 5 days after such conviction. 5) Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee's community by, any employee who is so convicted. 6) Make a good faith effort to continue to maintain a drug-free workplace through implementation of this section. As the person authorized to sign the statement, I certify that this firm complies fully with the above requirements. Professional's Signature THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 47 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 873 of 1324 PALM BEACH COUNTY INSPECTOR GENERAL ACKNOWLEDGMENT The Respondent is aware that the Inspector General of Palm Beach County has the authority to investigate and audit matters relating to the negotiation and performance of this contract, and in furtherance thereof may demand and obtain records and testimony from the Contractor and its subcontractors and lower tier subcontractors. The Respondent understands and agrees that in addition to all other remedies and consequences provided by law, the failure of the Contractor or its subcontractors or lower tier subcontractors to fully cooperate with the Inspector General when requested may be deemed by the municipality to be a material breach of this contract justifying its termination. EPR Systems USA Inc. CONTRACTOR NAME By Kathi Pletzke Title: Director, N. American Operations Date: July 11, 2018 THIS PAGE TO BE SUBMITTED FOR PROPOSAL TO BE CONSIDERED 48 COMPLETE AND ACCEPTABLE. RFP No. 027-2210-18/IT Page 874 of 1324 EXHIBIT B FEES AND PAYMENTS YEAR ONE Required Mods - $34,500 Optional Mods — No Charge Implementation/Implementation - $5,500 Annual Cloud User Fee - $3,000 First year support — Included Year One total cost: $43,000 YEAR TWO Annual Cloud User Fee - $3,000 Second Year support - $37,460 Year Two total cost: $40,460 YEAR THREE Annual Cloud User Fee - $3,000 Third Year support - $38,771.10 Year Three total cost: $41,771.10 YEAR FOUR Annual Cloud User Fee - $3,000 Fourth Year support - $40,128 Year Four total cost: $43,128 YEAR FIVE Annual Cloud User Fee - $3,000 Fifth Year support - $41,532.50 Year Five total cost: $44,532.50 TOTAL FIVE YEAR AGREEMENT: $212,891.60 Page 875 of 1324 7.C. BIDS AND PURCHASES OVER$100,000 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: PROPOSED RESOLUTION NO. R18-179-Approve Task Order UT-1C-02 with Carollo Engineers in the sum of$184,900 in accordance with RFQ No. 046-2821- 17/TP, General Consulting Services Contract, Scope Category C awarded by Commission on August 7, 2018 for work on migrating the Utilities Management Optimization Program (UMOP) to an improved platform and making other upgrades to the system. EXPLANATION OF REQUEST: Contract Period: August 22, 2018 -August 21, 2020 The update of UMOP will be implemented through two major phases: Phase 2A, and Phase 2B. Phase 2A is the first of the two phases, and will migrate the UMOP model software graphic user interface from Tableau to Excel 2016/Power BI. This powerful Excel update has recently been introduced, and is now rapidly becoming the industry standard for advanced financial and engineering computation models. Specifically, this new standard is allowing for extremely sophisticated and large (5+ million records) financial investing and engineering and process optimization models. In addition to more computational speed and power, it is significantly cheaper and easier to program using MS Excel 2016/Power BI than Tableau, or other post-processing GUI's. This migration of the operating and user interface platforms will: 1) greatly improved run speeds, 2) simplify the process of changing programming features and adding functionality, 3) allow the ability to quickly import and integrated City engineering, financial, and monitoring data, and 4)will streamline the ability to add automated-master planning in Phase 2B. Also in Phase 2A, as part of the migration from Tableau to Excel 2016/Power BI, significant programming improvements will be made. These include refinement of existing features, and addition of new features and functionality. These include: 1. 1 mproving the use of inflation adjustments to show impacts on costs only, so that the "gap" between revenues and costs can be viewed, and appropriate adjustments in rates can be made 2. Fully incorporating the changes in escalation of capital costs in the calculations of CIP cash needs, and on rates 3. 1 mproving the ease of revising O&M and capital cost allocations, and allocations to billable constituents by user class 4. Ability to more easily implement incremental, algorithrrFdriven rate adjustments 5. The ability to more easily set reserve level minimums and maximums to help preserve a "pay as you go" strategy and to help guide the need and timing of new debt issuances. Phase 2B will fully integrate the engineering and financial linkages needed to allow for automated master planning functionality. This functionality automatically shift the need and timing of projects (along with projected annual capital and O&M costs, and projected rates and charges) as population projections are updated; as new treatment requirements are implemented; and as R&R projects approach the end of their useful lives. Page 876 of 1324 This capability will allow the City to stay current with their Capital Improvement Programs (CI P) cost projections, and to better assess the need and timing of projects for wastewater, water, and stormwater utilities and projected operating budgets. To realize these new capabilities, new programming will be added during Phase 2B to create CI P projects by simply updating the four primary inputs that drive the need and timing of new/rehabilitated facilities: 1) population projections, 2) future regulatory requirements, and 3) condition assessment(which drives repair and replacement requirements), and 4) the adoption of new, more efficient technologies that improve performance and reduce costs. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? The Utility has revised and improved its method of reviewing its cost base and adjusting rates to ensure adequate financial reserves while ensuring that our customers receive good value for money. The ability to study the impact of both routine costs and the long term capital improvement plan on the rates and to work different scenarios greatly improves the overall planning process. FISCAL IMPACT: Budgeted Funds for the work are available in the Cl P under account 403-5000-536-31.90. The new platform will eliminate the need for use of the Tableau platform and save the associated costs. ALTERNATIVES: Continue to use the existing system and not improve the operation. STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: ATTACHMENTS: Type Description Resolution Resolution approving Task Carder UT-1C-02 with Carollo Engineers D Addendum UMOP Task Carder D Addendum TO Cost Breakdown D Contract Gen Consulting Contract Page 877 of 1324 1 RESOLUTION NO. R18- 2 3 A RESOLUTION OF THE CITY OF BOYNTON BEACH, 4 FLORIDA, APPROVING TASK ORDER NO. UT-1C-02 WITH 5 CAROLLO ENGINEERS,INC.,IN ACCORDANCE WITH RFQ NO. 6 046-2821-17/TP, GENERAL CONSULTING SERVICES, FOR 7 WORK ON MIGRATING THE UTILITIES MANAGEMENT 8 OPTIMIZATION PROGRAM TO AN IMPROVED PLATFORM 9 AND OTHER UPGRADES TO THE SYSTEM NOT TO EXCEED 10 $184,900.00; AND PROVIDING AN EFFECTIVE DATE. 11 12 WHEREAS, Carollo Engineers was awarded a General Consulting Services Contract, 13 Scope C, on August 7, 2018 in accordance with RFQ No. 046-2821-17/TP; and 14 WHEREAS, the update of the Utilities Management Optimization Program will be 15 implemented through two major phases; 16 WHEREAS, staff is recommending that the City Commission approve Task Order No. 17 UT-1C-02 with Carollo Engineers, Inc., for work on migrating the Utilities Management 18 Optimization Program to an improved platform and other upgrades to the system in an amount 19 not to exceed $184,900.00 utilizing the City's existing contract RFQ 046-2821-17/TP 20 "GENERAL CONSULTING SERVICES". 21 NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF 22 THE CITY OF BOYNTON BEACH, FLORIDA, THAT: 23 Section 1. The foregoing "Whereas" clauses are hereby ratified and confirmed as 24 being true and correct and are hereby made a specific part of this Resolution upon adoption 25 hereof. 26 Section 2. The City Commission of the City of Boynton Beach,Florida does hereby 27 approve Task Order No. UT-1C-02 with Carollo Engineers, Inc., for work on migrating the 28 Utilities Management Optimization Program to an improved platform and other upgrades to the 29 system in an amount not to exceed $184,900.00 utilizing the City's existing contract RFQ 046- CAProgram Files(x86)\neevia.com\docConverterPro\temp\NVDC\36393BB1-41A9-4B3D-B279-20ADD8492BOD\Boynton Beach.13605.1.Carol lo_Engineers_Task_Order_No JT-1C-02 -_Reso.docx Page 878 of 1324 1 2821-17/TP "GENERAL CONSULTING SERVICES", a copy of the Task Order is attached 2 hereto as Exhibit"A". 3 Section 3. This Resolution shall become effective immediately upon passage. 4 PASSED AND ADOPTED this day of , 2018. 5 CITY OF BOYNTON BEACH, FLORIDA 6 7 YES NO 8 9 Mayor— Steven B. Grant 10 11 Vice Mayor— Christina L. Romelus 12 13 Commissioner—Mack McCray 14 15 Commissioner—Justin Katz 16 17 Commissioner—Aimee Kelley 18 19 20 VOTE 21 ATTEST: 22 23 24 25 Judith A. Pyle, CMC 26 City Clerk 27 28 29 30 (Corporate Seal) 31 32 CAProgram Files(x86)\neevia.com\docConverterPro\temp\NVDC\36393BB1-41A9-4B3D-B279-20ADD8492BOD\Boynton Beach.13605.1.Carol lo_Engineers_Task_Order_No JT-1C-02 -_Reso.docx Page 879 of 1324 Engineers...Working Wonders With Water® 2056 Visna Ptarkwtay,Suite 400,West Palm Beach,Florid.ta 33411 P.S01.868.6400 F.S01.868.6401 November 16, 2018 Mr. Colin Groff,Assistant City Manager City of Boynton Beach 124 East Woolbright Road Boynton Beach, FL 33435 Subject: Fee Proposal for Utilities Management Optimization Model Update—Phase 2A(UMOP-2A): Task Order Number UT-1C-02 Dear Mr. Colin: Per your request, Carollo Engineers in association with McGovern McDonald Engineers(MME)are pleased to submit this proposal to the City of Boynton Beach Utilities(City)for developing the Utilities Management Optimization Model—Phase 2A, Platform Migration. This letter proposal summarizes the scope of services, budget,and schedule of this work. If acceptable,this letter may be used to establish an agreement between the City and Carollo for the subject effort. Purpose The focus of this update effort for UMOP is in building upon the initial success of the initial Utilities Management Optimization Model (UMOP)software by greatly improving overall speed and performance, and fully integrating the engineering and financial planning functions into one seamless management tool Project Phasing The update of UMOP will be implemented through two major phases: Phase 2A,and Phase 2B. Phase 2A is the first of the two phases,and will migrate the UMOP model software graphic user interface from Tableau to Excel 2016/Power BI.This powerful Excel update has recently been introduced,and is now rapidly becoming the industry standard for advanced financial and engineering computation models. Specifically,this new standard is allowing for extremely sophisticated and large(5+million records)financial investing and engineering and process optimization models. In addition to more computational speed and power, it is significantly cheaper and easierto program using MS Excel 2016/Power BI than Tableau,or other post-processing GUI's. This migration of the operating and user interface platforms will:1)greatly improved run speeds,2)simplify the process of changing programming features and adding functionality,3)allow the ability to quickly import and integrated City engineering,financial,and monitoring data,and 4)will streamline the ability to add automated-master planning in Phase 2B. Also in Phase 2A,as part of the migration from Tableau to Excel 2016/Power BI,significant programming improvements will be made.These include refinement of existing features, and addition of new features and functionality.These include: 1. Improving the use of inflation adjustments to show impacts on costs only, so that the`gap" between revenues and costs can be viewed, and appropriate adjustments in rates can be made 2. Fully incorporating the changes in escalation of capital costs' ns o CIP cas needs, and on rates Boynton Beach.13582.1.UMOP_Phase_2_TO.docx WATER OUR FOCUS OUR BUSINESS OUR FRAgkM0 of 1324 Mr. Colin Groff,Assistant City Manager City of Boynton Beach November 16, 2018 Page z 3. Improving the ease of revising O&M and capital cost allocations,and allocations to billable constituents by user class 4. Ability to more easily implement incremental, algorithm-driven rate adjustments 5. The ability to more easily set reserve level minimums and maximums to help preserve a`spay as you go"strategy and to help guide the need and timing of new debt issuances. Phase 2B will fully integrate the engineering and financial linkages needed to allow for automated master planning functionality.This functionality automatically shift the need and timing of projects(along with projected annual capital and O&M costs,and projected rates and charges)as population projections are updated;as new treatment requirements are implemented;and as R&R projects approach the end of their useful lives. This capability will allowthe City to stay current with their Capital Improvement Programs(CIP)cost projections, and to better assess the need and timing of projects for wastewater,water, and stormwater utilities and projected operating budgets. To realize these new capabilities, new programming will be added during Phase 2B to create CIP projects by simply updating the four primary inputs that drive the need and timing of new/rehabilitated facilities: 1)population projections,2)future regulatory requirements,and 3)condition assessment(which drives repair and replacement requirements),and 4)the adoption of new, more efficient technologies that improve performance and reduce costs. Phase 2A Goals.The primary goal of Phase 2A is to migrate the graphic user interface from Tableau to Excel 2016/Power BI.This will make the existing model run faster, improve programming flexibility,and will also achieve better,faster data import and management capabilities. In addition, Phase 2A will add new features and functionality. Both of these goals are the first step,and will prepare the model for the Phase 2B enhancements. Phase 2A Development Approach.The project team will conduct a series of mini-working sessions with the Boynton Utilities management and staff.This will expedite development of the Phase 2A software migration and enhancements,while delivering a better custom user interface. Phase 2 —Scope of Services 1. Programming Development Working Sessions. Conduct a series of six(6)mini-working sessions with Boynton management team and staff.These will be relatively short(--2 hr)hands-on working sessions where the MME/CE team will run the developing 2A computer model in parallel with staff running the older UMOP model.This will allow greatly improve communications between Boynton and the consultant team in converging on the desired model"bug"fixes,enhancements, and the look and feel of the new model 2. Software Platform Migration.The purpose of this task is to re-code and migrate the existing UMOP operating system to a more stable, robust,and user-friendly software platform.The new platform will be MS Excel 2016/Power BI with its Power Query and Power Pivot capability. a. Platform Migration. Perform a line-by-line code conversion(where applicable)from the existing UMOP version(with Excel/Tableau structure),to fully integrated`back-end"and graphic user interface`front-end". Wage 'of 1324 Mr. Colin Groff,Assistant City Manager City of Boynton Beach November 16, 2018 Page 3 b. Algorithm Development. Create new, and modify existing algorithms,to the extent required to fix"bugs",add selected enhancements,and to redesign the working interface to add flexibility to smoothly incorporate the Phase 2B work to fully integrate the master-planning and project development feature. c. Calibration/Sensitivity Analysis.The purpose of this task is to calibrate the final Working UMOP: I. Develop a reasonable range of expected high and low("bookend")values for the major inputs and assumptions in the model. ii. Considering the expected ranges,create scenarios to be evaluated by the Model. iii. Evaluate the results of the scenario runs to identify general system-wide correlations for the major input variables,and to check for reasonableness and accuracy. 3. Improved and New Features and Functionality.As part of the migration to MS Excel 2016/Power BI, make improvements and add programming and functionality.These new features and functionalities include: a. Variable Cost Allocations.The ability to make changes in the allocations of costs for fixed and variable costs for each utility will be added.Also, improve the ability and ease of assigning the allocation of project capital costs to new and existing users. b. Improve Integrated Rate Adjustments. Connect and link changes in the annual percentage rate increases for all four utilities(water,wastewater,stormwater, and recycled water),so that a change in one reflects in an overall change of the cost-weighted average of all four rates. c. Automated Rate Adjustments.This includes model improvements to more easily adjust for changes in budget vs.actual, and other improvements to achieve fully automated rate setting. For example,the ability to more easily identify and adjust`pass thru"increases for power costs and consumables. d. Improve Inflation Adjustment Function.This change will allow for the user to first escalate projected capital and/or O&M costs,and to compute the impact upon net revenues.Then,as desired,the user can also increase rates, if needed. e. Improve Setting Allowable Reserve Levels. Improve the ability to set minimum and maximum financial reserves for:1)operating reserves,(with the ability to set the minimum and maximum number of months of operating costs that will be held in the operating reserve),and 2)capital project reserves,(with the capability to set minimum and maximum reserve levels for capital facilities). f. Other Features,As Requested.This is a budget-driven subtask to provide for flexibility to make improvements as yet unidentified, based on available budget remaining. 4. Staff Training&Tutorials.The purpose of this task is to develop a Quick Start Guide, and to conduct a training session for City staff. a. Develop a`Quick Start Guide"that provides a step-by-step start up and run exercise,and provided responses to commonly asked questions. Submit a draft to the City for review. Incorporate comments, and submit a final Quick Start Guide. b. Provide one six-hour(6 hr)training session at the Boynton Beach Utilities Department on the new features and functions of the updated UMOP. 5. Documentation&Summary Presentation a. Provide a written narrative summary of the software design intent, model structure and workflow, major assumptions, and key features and functionality of the UMOP 2A. 10 mill *0000*000* Wage 'of 1324 Mr. Colin Groff,Assistant City Manager City of Boynton Beach November 16, 2018 Page 4 b. Develop a PowerPoint graphical presentation summarizing the features and benefits of the new UMOP software update.The intended audience is for City management and Commission level presentations. Submit a draft PowerPoint presentation to the City for review. Incorporate City feedback and review comments, and submit a final presentation. 6. Project Management. Monthly progress reports,tracking and managing the budget variance based on actual versus budgeted, maintaining the overall schedule,and coordination of subconsultants. a. On-going coordination of team, drive for innovation,and creation of"work around"solutions to achieve project goals. b. Maintain budget,schedule,overall QA/QC,and assure responsiveness to the City. c. Submit monthly progress reports. Schedule Time is of the essence.The projected schedule for completion of the study is to be before January 31, 2019. Budget and Compensation Work will be performed as described under a lump sum basis,and will be billed based on percent complete. The budget is presented in the following table, including all labor and other direct costs. 1 Program Development Working Sessions 197 $66.4 2 Software Platform Migration&Calibration 259 $62.5 3 New Features and Functionality 67 $17.0 4 Staff Training/Tutorials 103 $19.3 5 Documentation&Summary Presentation 96 $13.5 6 Project Management 24 $6.2 TOTALS 746 $184.9 The attached table details labor rates and hours by proposed staff.Work shall not be performed in excess of the not-to exceed ceiling without written authorization from the designated City Project Manager. Please review,and feel free to contact us should you have any comments or clarifications.Thank you for this opportunity to work with you. Sincerely, CAROLLO ENGINEERS, INC. Elizabeth Fujikawa, P.E. Vice President EF:cjp Enclosures:UMOP 2A BudgetIN Oil Wage 'of 1324 O V LO O M LO N O) [) O N r d)M O 0 �Efl EH EH Go G" Efl W � O N C� (6 0 0 00 00 0 00 O 0 4(5 0, 69 69 69 oa O O O N O O O O 69 69 69 oa CO EH O [)~ Efl Efl 0C3 0 > (D 0 0 0 0 0 MM C9 C9 r H 0� 69 69 N � W � O H 69 ° o N o (Y) (0 N ()Efl � O M r O co M M O `O M V O)r W W 9 M d O V W J O M L V Lo M VM C) 69 69 Efl Efl E9 Mw o A Mo �5 O(O O)O O H O N N O N S a jO O d) O N U O 06 U co L O O O 69 V O C7 s 0 L wh N fl C Q N O d W pp Y U) m m Q > N C N d Z m M�Ln d 9 U[) O J 6 C M O V C 6 N O d d c C9 Y (o�v co a_ Ln y 0 V O V M O N9 LO � U Lo J Y N V V LO M W � O � O O T M) 0 Q 6 C LU p W U) 0 W _ O W (6 >p W N W C 9 0 0 C > a O O p` C a L 0 - o E ` N U> ) L O O W [) U5 U (6 E (6 E N O N L T(6 t/1 U C) O QmY fn E W >Y(n C� a N m m a >�ii `oU) min a '� m ~ N N C L W O N H C N (6 N.0.0 t/1 (6 O Q O L O O�p� L 0 E W C) ._m 0 C 0 w Lau) C UO E N O L.0 N N.m O W N ~ m m > E to-�3: 2QQ� QO 0Q y6 D O .0 O t/1 t/1 0 0 0 aU) tnwa aa000�ww� a Z z N M v Ln co ^�a a o o LU U w w~ w J 0 GENERAL CONSULTING SERVICES AGREEMENT THIS AGREEMENT' is entered into between the City of Boynton Beach, hereinafter referred to as "the CITY", and CAROLLO ENGINEERS, INC., hereinafter referred to as "the CONSULTANT", in consideration of the mutual benefits, terms, and conditions hereinafter specified. WHEREAS, pursuant to Section 287.055, Florida Statutes, the Consultants' Competitive Negotiation Act,the CITY'S Procurement Code,the City of Boynton Beach solicited proposals for professional consulting services from qualified engineering firms for required City services; and WHEREAS, THE CITY issued a Request for Qualifications for General Consulting Services for the City of Boynton Beach, RFQ No. 046-2821-17(TP; and WHEREAS, the City Commission designated CONSULTANT as one of several qualified consulting firms to provide General Consulting services to the CITY; and NOW, THEREFORE, in consideration of the mutual covenants expressed herein, the parties agree as follows: ARTICLE 1 -SERVICES 1.1 CONSULTANT agrees to perform General Consulting Services by way of individual task orders, at the request of the CITY during the term of this Agreement, including the provision of all labor,materials,equipment and supplies. The specified projects which may be assigned to CONSULTANT is in conjunction with: ® Scope Category A Water Plant Modifications, Capacity and Operations Evaluation Scope Category B Infrastructure Improvements and Evaluations Scope Category C Ancillary Studies and Services Scope Category D Transportation Services Scope Category E Architectural and Landscaping Design Services 1.2 SERVICE AND RESPONSIBILITIES 1.2.1 GENERAL:The CONSULTANT agrees to perform work assigned by Task Order(s) under such terms as set forth in the Task Order(s). The terms of the Task Order(s)shall be supplemental to the terms of this Agreement. 1.2.2 The CONSULTANT is responsible for defects in its work and in the work of its Sub-consultants'work. The term"Agreement"has the same meaning as the term"contract". Boynton Beach Utilities-General Consulting Services C-1 V.5 CLEAN FINAL Page 885 of 1324 1.2.3 PRELIMINARY SERVICES PHASE: The CONSULTANT shall prepare preliminary studies and reports, feasibility studies, financial and fiscal studies, and evaluation of existing facilities, preparation of schematic layouts and sketches where required; develop construction budgets, opinions of Probable Construction Cost, and shall consult and confer with the CITY as may be necessary for the CITY to reach decisions concerning the subject matter. The CONSULTANT shall attend meetings with the CITY Commission and CITY staff as may be required, and provide the CITY with a time schedule which shall include but not be limited to submittal of all milestones related to the project up to delivery of 100%construction documents. 1.2.4 During the preliminary services phase,the CONSULTANT shall advise the CITY, based on CONSULTANT'S professional opinion and the current project conditions and reasonably foreseeable conditions of the completeness of existing data and its suitability for the intended purposes of the project; CONSULTANT to obtain data from other sources; identify and analyze requirements of governmental authorities having jurisdiction to approve the design of the project; provide analyses of the CITY'S needs for surveys; perform site evaluations and comparative studies of prospective site and solutions; and prepare and furnish a report to the City setting forth the CONSULTANT'S findings and recommendations. 1.2.4.1 Providing any type of property surveys or related engineering services needed for the transfer of interests in real property,and field surveys for design purposes and engineering surveys and staking to enable Contractor to proceed with their work, and providing other special field surveys. 1.2.4.2 Preliminary design services to be performed by the CONSULTANT shall include consultation and advice concerning the extent and scope of proposed work and preparation of preliminary design documents consisting of design criteria, preliminary drawings, and outline specifications as well as preliminary estimates of probable Construction Costs. This phase will also include preparation of a preliminary site plan or schematic drawings when appropriate. Up to six {6} copies of the preliminary design documents shall be furnished to the CITY, the exact number needed shall be determined by the CITY. 1.2.4.3 CONSULTANT shall provide environmental assessment and impact statements as required to determine the suitability of the site and its surrounds for the proposed project;and/or 1.2.4.4 Upon authorization of the CITY, the CONSULTANT will provide advice and assistance relating to operation and maintenance of project or other systems; evaluate and report on operations; assist the CITY in matters relating to regulatory agency operations review or operating permit non-compliance; assist Boynton Beach Utilities-General Consulting Services C_2 V.5 CLEAN FINAL Page 886 of 1324 .._.................. with startup and operator training for newly installed or modified equipment and processes, and in the preparation of operating, maintenance and staffing manuals for the project. 1.2.5 BASIC SERVICES:The CONSULTANT shall consult and advise the CITY in the following manner:specifying the extent and scope of the work to be performed; prepare detailed construction drawings and specifications; revise and update, where necessary, previously designed construction plans and specifications, whether in whole or in part, to be incorporated into the proposed work and prepare construction documents and final estimate of probable Construction Cost. The final design services shall be provided in an electronic format, and shall also include furnishing up to six (6) copies of plans and specifications to the CITY; the exact number needed shall be determined by the CITY. 1.2.6 Final design services shall also include preparation of permit applications as may be required by such agencies as have legal review authority over the project. These applications shall include but not be limited to site plan approvals or other permits and work efforts and shall also consist of meetings at staff level and meetings with the appropriate governing body and the CITY. Unless specifically provided for under the final design phase, permit application services do not include applications requiring environmental impact statements or environmental assessments, consumptive use permits and landfill permits. 1.2.6.1 The CONSULTANT based upon the approved design documents and any adjustments authorized by the CITY in each project, project schedule or construction budget shall prepare for approval by the CITY,design development documents consisting of drawings and other documents to fix and describe the size and character of each project's civil engineering, environmental, landscape, architectural, structural, mechanical, and electrical systems and any other requirements or systems, materials and such other elements as may be appropriate for a complete project. The CONSULTANT shall also advise the CITY of any adjustments to the preliminary estimate of probable Construction Costs. 1.2.6.2 The CONSULTANT based on CITY approved design development documents and any further adjustments in the scope or quality of the project or in the construction budget shall prepare Construction Documents within the number of calendar days specified within any notice issued by the CITY. The Construction Documents shall consist of drawings and specifications setting forth in detail the requirements for the construction of the project. 1.2.6.3 The CONSULTANT shall assist the CITY in the preparation of the necessary proposal information and forms. 1.2.6.4 The CONSULTANT shall advise the CITY of any adjustments to previous estimates of probable Construction Costs indicated by changes in codes, administrative and jurisdictional requirements Boynton Beach Utilities-General Consulting Services C-3 V.5 CLEAN FINAL Page 887 of 1324 of general market conditions. 1.2.6.5 The CONSULTANT shall submit to the CITY for each project, electronic format and up to six (6) copies of the Construction Documents, and a further revised estimate of total probable Construction Cost. 1.2.6.6 CONSULTANT shall include in the Construction Documents a requirement that the construction contractor shall provide a final as-built survey of the project in Autocad electronic format by a registered Land Surveyor, and provide marked up construction drawings to the CONSULTANT so that the CONSULTANT can prepare and deliver to the CITY the record drawings in the form required by the CITY and as required. 1.2.6.7 Prior to final approval of the Construction Documents by the CITY, the CONSULTANT shall conduct a thorough review and quality control evaluation of the entire work product for compliance with requirements of any local, state, or federal agency from which a permit or other approval is required. The CONSULTANT shall make sure that all necessary approvals have taken place. 1.2.6.8 Prior to each phased submittal,the CONSULTANT shall conduct a thorough quality control review and assessment of the work product to determine whether the work is properly coordinated and confirm that the CITY and agency comments have been addressed and incorporated into the Contract Documents. The CONSULTANT shall provide to the CITY a Quality Assurance and Quality Control plan in a format that advises the CITY that all work has been performed as required. A report shall be submitted in accordance with those standards to apprise the CITY that due care has been taken in the preparation of the Contract Documents. 1.2.6.9 The CONSULTANT shall signify responsibility for the Contract Documents including technical specifications and drawings prepared pursuant to this Agreement by affixing a signature,date and seal as required by Florida Statutes Chapters 471 and 481, if applicable. The CONSULTANT shall comply with all of its governing laws, rules, regulations, codes, directives and other applicable federal, state and local requirements in preparation of the work. 1.2.7 The CONSULTANT shall provide the construction documents, technical specifications and drawings completed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions. 1.2.8 The CONSULTANT following the CITY'S approval of the Construction Documents and the latest estimate of probable Construction Cost shall when so directed and authorized by the CITY,assist the CITY in obtaining proposals or negotiated proposals, and assist in preparing contracts for construction. Boynton Beach Utilities-General Consulting Services C-4 V.5 CLEAN FINAL Page 888 of 1324 1.2.8.1 The CONSULTANT shall review and analyze the proposals received by the CITY and shall make a recommendation for any award based on the CITY'S Procurement Administrative Policy Manual 1.2.8.2 Any Opinion of the Construction Cost prepared by CONSULTANT represents its judgment as a design professional and is supplied for the general guidance of the CITY. Since CONSULTANT has no control over market conditions, CONSULTANT does not guarantee the accuracy of such opinions as compared to contractor bids or actual cost to the CITY. If the project is not advertised for proposals within three(3) months after delivery of Final Design Plans, through no fault of the CONSULTANT or if either local market conditions or industry- wide prices have changed because of unusual or unanticipated events effecting the general level of prices or times of delivery in the construction industry,the established Construction Cost limit may be adjusted as determined by the CITY'S Representative and as approved by the CITY, if necessary. Additionally, if the CITY expands a project scope of work after the CONSULTANT renders the Final estimated probable Construction Cost of the Final Design Plans,the CONSULTANT shall not be responsible for any redesign without compensation which shall be mutually agreed to by the parties hereto. 1.2.8.3 The CONSULTANT shall provide the CITY with a list of recommended prospective bidders. 1.2.8.4 The CONSULTANT shall attend all pre-proposal/per-bid conferences. 1.2.8.5 The CONSULTANT shall recommend any addenda,through the CITY'S representative as appropriate, to clarify, correct, or change proposal documents. 1.2.8.6 If Pre-Qualification of bidders is required as set forth in the Request for Proposals or Invitation to Bid(two-step bid process), CONSULTANT shall assist the CITY, if requested in developing qualifications criteria, review qualifications and recommend acceptance or rejection of the bidders. 1.2.8.7 If requested, CONSULTANT shall evaluate proposals and bidders,and make recommendations regarding any award by the CITY. 1.2.9 The CITY shall make decision on all claims regarding interpretation of the Construction Documents,and on all other matters relating to the execution and progress of the Work after receiving a recommendation from the CONSULTANT. The CONSULTANT shall check schedules, shop drawings and other submissions for the limited purpose of checking conformance with the concept of the project, and for compliance with the information given by the Construction Documents. The CONSULTANT shall also review change orders prepared and submitted by Contractor and review and make recommendations to the City for progress payments to the Contractor based on each project schedule of values and the percentage of work completed. The CONSULTANT will neither have Boynton Beach Utilities-General Consulting Services C-5 V.5 CLEAN FINAL Page 889 of 1324 control over or charge of, nor be responsible for, the construction means, methods, techniques, sequences, or procedures, or for the safety precautions and programs in connection with the construction of the assigned task order projects. 1.2.9.1 The CITY shall maintain a record of all change orders which shall be categorized to the various types, causes, etc. that may be determined useful and necessary for its purpose. 1.2.9.2 If the CONSULTANT is not the Construction Manager for the construction, the CITY shall notify the CONSULTANT within three (3) days of the discovery of any architectural/engineering error or omission so that the CONSULTANT can be part of the negotiations resolving the claim between the CITY and the Contractor. 1.2.10 The CONSULTANT shall carefully review and examine the Contractor's schedule of values, together with any supporting documentation. The purpose of such review and examination will be to protect the CITY from an unbalanced schedule of values which allocates greater value to certain elements of each project than is indicated by industry standards,supporting documentation, or data. If the schedule of values is not found to be appropriate, it shall be returned to the Contractor for revision for supporting documentation. After making such examination, when the schedule of values is found to be appropriate, the CONSULTANT shall sign the schedule of values indicated informed belief that the schedule of values constitute a reasonable, balanced basis for payment of the Application for Payment to the Contractor. 1.2.11 The CONSULTANT shall perform on-site construction observation of each project based on the Construction Documents in accordance with paragraph 1.2.16 "Resident Project Services" of this Agreement. The CONSULTANT'S observation shall determine the progress of the work completed,and whether the work is proceeding in a manner indicating that the work when fully competed will be in accordance with the Construction Documents. On the basis of site visits,the CONSULTANT will provide the CITY with a written report of each site visit in order to reasonably inform the CITY of the progress of the portion of the Work completed. The CONSULTANT shall endeavor to identify for the CITY any defects and deficiencies in the work of contractors,and make written recommendation to the CITY where the work fails to conform to the Construction Documents. The CONSULTANT shall not have control over or charge of, or responsibility for the construction means,methods,techniques,sequences or procedures. or for safety precautions and programs in connection with the Work, nor shall the CONSULTANT be responsible for the Contractor's failure to perform the Work in accordance with the requirements of the Contract Documents. The CONSULTANT shall not have control over or charge of, and shall not be responsible for, acts or omissions of the Contractor or of any other persons or entities performing portions of the Work. Based on such observation and the Contractor's Application for Payment, the CONSULTANT shall determine the amount due to the Boynton Beach Utilities-General Consulting Services C-6 V.5 CLEAN FINAL Page 890 of 1324 Contractor and shall issue Certificates for Payment in such amount. These Certificates will constitute a representation to the CITY based on such observations and the data comprising the Application for Payment that the work has progressed to the point indicated. By issuing a Certificate of Payment,the CONSULTANT will also represent to the CITY that to the best of its information and belief, based on what its observation have revealed; the Work is in accordance with the Construction Documents. The CONSULTANT shall conduct observations to determine the dates of substantial and final completion and issue a recommendation for final payment. 1.2.12 The CONSULTANT shall revise the Construction drawings and submit record or corrected drawings to the CITY to show those changes made during the construction process based on the marked up prints, drawings and other data furnished by the Contractor. The record drawings shall be provided in electronic format inclusive of conformed PDF files and AutoCad files in a form compatible with the CITY'S version of AutoCad formats for archival purposes. 1.2.13 The CONSULTANT shall attend regularly scheduled progress meetings on site bi-monthly or as otherwise determined based on a specific need established prior to construction by the CITY. 1.2.14 The CONSULTANT shall review change orders prepared and submitted by the Contractor for the CITY'S approval. CONSULTANT shall not authorize any changes in the work or time, no matter how minor without prior written approval by the CITY. 1.2.15 Each project's construction or demolition shall be considered complete upon compilation of a punchlist by CONSULTANT, which shall be timely completed by Contractor to the satisfaction of the CITY,written notification to Contractor by CONSULTANT that all releases of liens are satisfied and written recommendation by CONSULTANT for final payment to the Contractor which shall be at the sole discretion of the CITY. 1.2.16 RESIDENT PROJECT SERVICES: During the Construction progress of any work, the CONSULTANT will if authorized by the CITY, provide resident project observation services to be performed by one or more authorized employees ("Resident Project Representative") of the CONSULTANT. Resident Project Representatives shall provide extensive observation services at the project site during construction. The Resident Project Representative will endeavor to identify for the CITY any defects and deficiencies in the work of the Contractor(s). Resident project observation services shall include but is not limited to the following: Conducting all pre-construction conferences; Conducting all necessary construction progress meetings; ❖ Observation of the work in progress to the extent authorized by the CITY; Receipt, review coordination and disbursement of shop drawings and other submittals; Maintenance and preparation of progress reports; Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-� Page 891 of 1324 Field observation and verification of quantities of equipment and materials installed; Verification of contractors'and subcontractors'payrolls and records for compliance with applicable contract requirements; *o Maintenance at each project site on a current basis of all drawings, specifications, contracts, samples, permits, and other project related documents, and at the completion of each project, deliver all such records to the CITY; Preparation, update and distribution of a project budget with each project schedule; Notification to the CITY immediately if it appears that either each project schedule or each project budget will not be met; Scheduling and conducting monthly progress meetings at which CITY, Engineer,general contractor,trade contractor, utilities representatives, suppliers can jointly discuss such matters as procedures, progress, problems and scheduling. :• Recommending courses of action,and enforcing action selected by the CITY, if so directed by the CITY, if the general and/or trade contractors are not meeting the requirements of the plans, specifications, and Construction Contract; Development and implementation of a system for the preparation, review, and processing of change orders; ❖ Maintenance of a daily log of each project; Recording the progress of each project, and submission of written monthly progress reports to the CITY including information on the Contractors'work and the percentage of completion; :• Determination of substantial and final completion of work and preparation of a list of incomplete and unsatisfactory items, and a schedule of their completion; and Securing and transmitting to the CITY, required guarantees; affidavits; releases; key manuals; record drawings;and maintenance stocks; The Resident Project Representative shall also investigate and report on complaints and unusual occurrences that may affect the responsibility of the CONSULTANT or the CITY in connection with the work. The Resident Project Representative shall be a person acceptable to the CITY, and the CITY shall have the right to employ personnel to observe the work in progress, provided however that such personnel as employed by the CITY, and such personnel will be responsible directly to the CITY in the performance of work that would otherwise be assumed and performed by the CONSULTANT. The Resident Project Representative shall not have control over or charge of, or responsibility for the construction means, methods, techniques, sequences or procedures, or for safety precautions and programs in connection with the Work, nor shall the Resident Project Representative be responsible for the Contractor's failure to perform the Work in accordance with the requirements of the Contract Documents. The Resident Project Representative shall not have control over or charge of, and shall not be responsible for, acts or omissions of the Contractor or of any other persons or entities performing portions of the Work. Although CONSULTANT shall not be responsible for health or safety Boynton Beach Utilities-General Consulting Services C-8 V.5 CLEAN FINAL Page 892 of 1324 programs or precautions related to CITY"s activities or those of CITY's other contractors and consultants or their respective subcontractors and vendors ("Contractors"), CONSULTANT shall nonetheless report to the Resident Project Representative health and safety conditions or deficiencies observed by CONSULTANT'S employees or representatives. CONSULTANT shall not be responsible for CITY's pre-existing site conditions or the aggravation of those preexisting site conditions to the extent not caused by the negligence or willful misconduct of CONSULTANT. CONSULTANT shall not be responsible for inspecting, observing,or correcting health or safety conditions or deficiencies of CITY, Contractors or others at project site ("Project Site") other than for CONSULTANT's employees, subconsultants and vendors. 1.3 ADDITIONAL SERVICES 1.3.1 When additional services are necessary they shall be specified in the written Task Order. Examples of additional(not exclusive)services are: Preparation of applications and supporting documents for private or governmental grants, loans or advances in connection with any particular project. Services to make measured drawings of or to investigate existing conditions or facilities, or to verify the accuracy of drawings or other information furnished by or to the CITY. Services resulting from significant changes in the general scope,extent or character of any particular project or its design including but not limited to, changes in size,complexity,the CITY'S schedule,character of construction or method of financing, and revising previously accepted studies, reports, design documents or Construction Contract Documents when such revisions are required by changes to laws, rules, regulations, ordinances, codes or orders enacted subsequent to the preparation of such studies, reports or documents, or are due to any other causes beyond the CONSULTANT'S control. :• Providing renderings or models for the CITY'S use. ❖ Preparing documents for alternate Proposals requested by the CITY for work that is not executed for documents for out-of-sequence work. ❖ Investigations and studies involving but not limited to, detailed considerations of operations, maintenance and overhead expenses; providing value engineering during the course of design; the preparation of feasibility studies; cash flow and economic evaluations, rate schedules and appraisals; assistance in obtaining financing for a project; evaluating processes available for licensing and assisting the CITY in obtaining process licensing; detailed quantity surveys of material, equipment and labor, and audits or inventories required in connection with construction performed by the CITY. ❖ Assistance in connection with Proposal/proposal protests,re-bidding or re-negotiating contracts for construction, materials, equipment or services,unless the need for such assistance is reasonably determined by the CITY to be caused by the CONSULTANT(e.g. defective plans and/or specifications which inhibit contractors from submitting Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-9 Page 893 of 1324 proposals) in which event there shall be no additional cost for the provision of such services. Preparing to serve or serving as a CONSULTANT or witness for the CITY in any litigation, arbitration or other legal or administrative proceeding. Additional services in connection with a project not otherwise provided in this Agreement. Services in connection with a project not otherwise provided for in this Agreement. Services in connection with a field order or change order requested by the CITY. :• Providing artwork, models, or renderings as requested by the CITY. 1.3.2 When required by the Construction Contract documents in circumstances beyond the CONSULTANT'S control, and upon the CITY'S authorization, it will furnish the following additional services. Services in connection with work changes necessitated by unforeseen conditions encountered during construction. Services after the award of each contract in evaluating and determining the acceptability of an unreasonable or excessive number of claims submitted by Contractor, except to the extent such claims are caused by the errors or omissions of the CONSULTANT. Additional or extended services during construction made necessary by 1) work damaged by fire or other cause during construction, 2) a significant amount of defective or negligent work of any contractor, 3) acceleration of the progress schedule involving services beyond normal working hours, or 4) default by any contractor; provided however, if a fire occurs as a direct result of errors or omissions in the design by the CONSULTANT or if the CONSULTANT fails to notify the Contractor of the deficient quality of their workmanship pursuant to CONSULTANT'S duties as described in the Contract Documents, the CONSULTANT'S additional services shall be deemed part of Basic Services and compensated as such. ❖ Services in connection with any partial utilization of any part of a project by the CITY prior to Substantial Completion. ❖ Services to evaluate the propriety of substitutions or design alternates proposed by the Contractor and involving methods of construction, materials, or major project components either during bidding and/or Negotiation services or Construction Contract award. The cost of such services shall be borne by the Contractor,and this requirement shall be included in the construction contract. Services in making revisions to drawings and specifications occasioned by the acceptance of substitutions proposed by the Contractor, unless such substitutions are due to a design error by the CONSULTANT in which case such services shall be deemed Basic Services. Except when caused by a design error by the CONSULTANT,the cost of such services shall be borne by the Contractor,and this requirement shall be included in the construction contract. Boynton Beach Utilities-General Consulting Services C-10 V.5 CLEAN FINAL Page 894 of 1324 1.4 CITY'S RESPONSIBILITIES 1.4.1 The CITY shall do the following in a timely manner so as not to delay the services of the CONSULTANT: 1.4.1.1 Designate in writing a person or persons to act as the CITY'S representative with respect to the services to be rendered under this Agreement. Such person(s)shall have complete authority to transmit instructions and receive information with respect to the CONSULTANT'S services for a particular project.The CITY may have multiple CITY Representative(s)or project managers during the performance of this AGREEMENT based on the specific task orders/written task orders from each of the Scope Categories. 1.4.1.2 Provide all criteria and full information as to the CITY'S requirements for the Project, including design objectives and constraints, space, capacity and performance requirements, flexibility and expandability,and any budgetary limitations. 1.4.1.3 Assist the CONSULTANT by providing at the CONSULTANT'S request all available information pertinent to the Project including previous reports and any other data relative to design or construction of the project. 1.4.1.4 Furnish to the CONSULTANT, if required for the performance of CONSULTANT'S services (except where otherwise furnished by the CONSULTANT as Additional Services),the following: 1.4.1.5 Data prepared by, or services of others, including without limitations borings, probings and subsurface explorations, hydrographic surveys, laboratory tests and inspection of samples, materials and equipment; 1.4.1.6 Appropriate professional interpretations of all of the foregoing; 1.4.1.7 Environmental assessment and impact statements; 1.4.1.8 Property, boundary, easement, right-of-way, topographic and utility surveys; 1.4.1.9 Property descriptions; 1.4.1.10 Zoning,deed and other land use restrictions; 1.4.1.11 Approval and permits required in the CITY'S jurisdiction and those from outside agencies unless such approvals and permits are the responsibility of the CONSULTANT;and 1.4.1.12 Arrange for access to make all provisions for the CONSULTANT to enter upon the CITY'S property as required for the CONSULTANT to perform services under this Agreement. 1.4.1.13 Consistent with the professional standard of care and unless otherwise specifically provided herein, CONSULTANT shall be entitled to rely upon the accuracy of data and information provided by the CITY or others without independent review or evaluation. Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-11 Page 895 of 1324 1.5 SEQUENCE OF EVENTS 1.5.1 Following receipt of any task order/written task order, the CONSULTANT shall submit to the CITY, at least five (5) days prior to actual commencement of services, a schedule of services and expenses for approval by the CITY before any services commence. The CITY reserves the right to make changes to the sequence as necessary to facilitate the services or to minimize any conflict with operations. 1.5.2 Task orders will be issued to the CONSULTANT in the order in which the CITY wishes, and shall be performed and completed in the order they are issued, unless otherwise specifically permitted by the CITY. Minor adjustments to the timetable for completion approved by the CITY in advance, in writing, shall not constitute non-performance by CONSULTANT pursuant to this Agreement. 1.5.3 Proposals received by CONSULTANT as a result of task order/written task order that exceeds $25,000 in cost will require approval from CITY Commission before execution of services in accordance with the CITY'S Procurement Administrative Policy. 1.5.4 When the CITY issues task orders to the CONSULTANT, each authorization shall contain a stated completion schedule. If caused by the negligent errors or omissions of CONS ULTANT,faiIure of the CONSULTANT to meet the stated schedule shall constitute a default for which payment for services may be withheld until default is cured. Time extensions will be reviewed upon request for extenuating circumstances. 1.5.5 It is anticipated and intended that the CONSULTANT will be authorized to begin new task orders on a"rolling" basis, as some already assigned task orders near timely completion. If a subsequent Task Order is issued to the CONSULTANT before it has completed the current task order, the completion date for each Task Order will remain independent of each other so that the CONSULTANT will prioritize the uncompleted Task Order from the first Task Order and finish as soon as practical. Failure to complete the "older" task orders in a timely manner, may adversely impact upon continued early authorization to start a subsequent work. 1.5.6 When the CONSULTANT has exceeded the stated completion date including any extension for extenuating circumstances which may have been granted, a written notice of Default will be issued within seven (7) days of the date that the default became active with a requirement of seven (7) days to cure said default, to the CONSULTANT and payment for services rendered shall be withheld until such time that the CITY has determined that default has been cured. 1.5.7 Should the CONSULTANT exceed the assigned completion time,the CITY reserves the right not to issue to the CONSULTANT any further task orders until such time as it is no longer in default, and the CONSULTANT has demonstrated to the CITY'S satisfaction,the reasons for tardy completion Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-12 Page 896 of 1324 have been addressed and are not likely to be repeated in subsequent task orders. This restricted issuance provision may result in the CONSULTANT not being issued all of the planned work the CITY anticipated in this Agreement. The CONSULTANT shall have no right to the balance of any work,or to any compensation associated with these non-issued task orders due to the CONSULTANT being rendered in default. 1.5.8 Should the CONSULTANT remain in default for a period of fifteen (15) consecutive calendar days beyond the time frame provided in Paragraph 1.5.6 the CITY may at its sole option retain another CONSULTANT to perform any work arising out of this Agreement and/or terminate this Agreement. 1.6 DEFINITION OF DEFAULT 1.6.1. An event of default shall mean a material breach of this Agreement . Without limiting the generality of the foregoing and in addition to those instances referred to as a material breach,an event of default shall include the following: 4- CONSULTANT has not performed services on a timely basis due to CONSULTANT'S negligent errors or omissions; CONSULTANT has refused or failed to supply enough properly skilled personnel; ❖ CONSULTANT has failed to make prompt payments to SUB- CONSULTANTS or suppliers for any services after receiving payment from the CITY for such services or supplies; CONSULTANT has failed to obtain the approval of the CITY where required by this Agreement; s CONSULTANT has refused or failed to provide the services as defined in this Agreement; CONSULTANT has filed bankruptcy or any other such insolvency proceeding and the same is not discharged within ninety (90) days of such date. •3 CITY has failed to make payments to CONSULTANT in accordance with the requirements of this Agreement 1.6.2 In the event of Default, the CONSULTANT shall be liable for all damages resulting from the Default including: The difference between the amount that has been paid to the CONSULTANT and the amount required to complete the CONSULTANT'S work, provided the fees by the firm replacing the CONSULTANT are reasonable and the hourly rates do not exceed the CONSULTANT'S rates. This amount shall also include procurement and administrative costs incurred by the CITY. ❖ In the event of default by the City, CONSULTANT may suspend the Work pending receipt of such payment. Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-13 Page 897 of 1324 1.6.3. The CITY may take advantage of each and every remedy specifically existing at law or in equity. Each and every remedy shall be in addition to every other remedy given or otherwise existing,and may be exercised from time to time and as often and in such order as may be deemed expedient by the CITY. The exercise or the beginning of the exercise of one remedy shall not be deemed to be a waiver of the right to exercise any other remedy. The CITY'S rights and remedies as set forth in this Agreement are not exclusive and are in addition to any other rights and remedies available to the CITY in law or in equity. ARTICLE 2-TERM 2.1 The initial Contract period shall be for an initial two(2)years, commencing at the execution of the contract, and the City reserves the right to unilaterally renew the contract for three (3) additional one (1) year periods under the same terms, conditions.The CONSULTANT understands and acknowledges that the Services to be performed during the two(2)year term will be governed by this Agreement, and that there is no guarantee of future work being given to the CONSULTANT. 2.2 In the event that services are scheduled to end either by contract expiration or by termination by the CITY (at the CITY'S discretion), the CONSULTANT shall continue the services, if requested by the CITY, or until task or tasks is/are completed.At no time shall this transitional period extend more than one-hundred and eighty(180)calendar days beyond the expiration date of the existing contract. The CONSULTANT will be reimbursed for this service at the rate in effect when this transitional period clause was invoked by the CITY. ARTICLE 3-TIME OF PERFORMANCE 3.1 Work under this Contract shall commence upon the giving of written notice by the CITY to the CONSULTANT by way of an executed task order and resultant task order. CONSULTANT shall perform all services and provide all work product required pursuant to this Contract and the specific task order by the Sequence of Events, or unless an extension of time is granted in writing by the CITY. ARTICLE 4-PAYMENT 4.1 The CONSULTANT shall be paid by the CITY for completed work and for services rendered under this agreement as follows: Payment for the work provided by CONSULTANT shall be made in accordance with the Fee Schedule as provided in Exhibit"A" attached hereto. ❖ Payment as provided in this Section shall be full compensation for work performed,services rendered and for all materials,supplies,equipment and incidentals necessary to complete the work. Compensation for sub-CONSULTANTS will be negotiated based on each task order. Compensation will be through a direct mark-up in Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-14 Page 898 of 1324 accordance with the Schedule of Professional Fees attached hereto. Sub-consulting services shall be approved by the CITY'S representative prior to performance of the sub-consulting work. Consulting time for processing and management of the sub- CONSULTANT shall not be included in direct costs as the direct mark- up is applied for management efforts. The CONSULTANT may submit vouchers to the CITY once per month during the progress of the Work for partial payment for project completed to date. Such vouchers will be verified by the CITY, and upon approval thereof, payment will be made to the CONSULTANT in the amount approved. 4 In certain cases where incremental billing for partially completed Work is permitted by the CITY'S representative,the total incremental billings shall not exceed the percentage of estimated completion of identifiable deliverables or accepted deliverables as of the billing date. ❖ Computation of Time Charges/Not-to-Exceed Method of Payment: When a service is to be compensated based on time charge/not-to- exceed method, the CONSULTANT shall submit a not-to-exceed proposal to the CITY'S representative for prior approval based on estimated labor hours and hourly rates which shall not exceed the established hourly rates as per the Schedule of Professional Fees attached hereto, plus sub-CONSULTANT services and other related costs supporting the proposed work. The CITY shall not be obligated to reimburse the CONSULTANT for costs incurred in excess of the total not-to-exceed cost amount. ❖ Final payment of any balance due the CONSULTANT of the total contract price earned will be made promptly upon its ascertainment and verification by the CITY after the completion of the Work under this Agreement and its acceptance by the CITY,which shall occur no later than 30 days following receipt of the invoice. Final Invoice: In order for both parties herein to close their books and records, the CONSULTANT will clearly state "final invoice" on the CONSULTANT'S final/last billing to the CITY. The final invoice certifies that all services have been properly performed and all charges and costs have been invoiced to the CITY. Since this account will thereupon be closed, and any other further charges if not properly included on this invoice are considered waived by the CONSULTANT. The cost of all services as stated herein shall remain fixed and firm for the initial two (2) year period of the contract. Costs for subsequent years and any extension terms shall be subject to an adjustment only if increases incur in the industry. However, unless very unusual and significant changes have occurred in the industry, such increases shall not exceed 5% per year, or whichever is less, the latest yearly percentage increase in the All Urban Consumers Price Index (CPI-U) (National) as published by the Bureau of Labor Statistics, U.S. Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-15 Page 899 of 1324 Department Labor. The yearly increase, or decrease in the CPI shall be the latest index published and available ninety(90)days prior to the end of the contract year then in effect, compared to the index for the same month one (1) year prior. Any requested cost increase shall be fully documented and submitted to the CITY at least sixty (60) days prior to the contract anniversary date. Any approved cost adjustments shall become effective upon the anniversary date of the contract. In the event the CPI or industry costs decline, the CITY shall have the right to receive from the CONSULTANT, a reasonable reduction in costs that reflect such changes in the industry. The CITY may after examination, refuse to accept the adjusted costs if they are not properly documented, increases are considered to be excessive,or decreases are considered to be insufficient. In the event the CITY does not wish to accept the adjusted costs and the matter cannot be resolved to the satisfaction of the CITY,the Contract may be cancelled by the CITY upon giving thirty (30) calendar days written notice to the CONSULTANT ARTICLE 5-OWNERSHIP AND USE OF DOCUMENTS 5.1 Upon completion of the project and final payment to CONSULTANT, all documents, drawings, specifications and other materials produced by the CONSULTANT in connection with the services rendered under this Contract the documents shall be the property of the CITY whether the Project for which they are made is executed or not. Notwithstanding the foregoing, the CONSULTANT shall maintain the rights to reuse standard details and other design features on other projects. The CONSULTANT shall be permitted to retain copies, including reproducible copies, of drawings and specifications for information, reference and use in connection with CONSULTANT'S endeavors. Any use of the documents for purposes other than as originally intended by this Contract,without the written consent of CONSULTANT, shall be at the CITY'S sole risk and without liability to CONSULTANT and CONSULTANT'S sub-CONSULTANTS. ARTICLE 6-FUNDING 6.1 This Contract shall remain in full force and effect only as long as the expenditures provided in the Contract have been appropriated by the City Commission of Boynton Beach in the annual budget for each fiscal year of this Contract, and is subject to termination based on lack of funding. ARTICLE 7-WARRANTIES AND REPRESENTATIONS 7.1 CONSULTANT represents and warrants to the CITY that it is competent to engage in the scope of services contemplated under this Contract and that it will retain and assign qualified professionals to all assigned projects during the term of this Contract. CONSULTANT'S services shall meet a standard of care for professional engineering and related services equal to the standard of care for engineering professional practicing under similar conditions. In submitting its response to the RFQ, CONSULTANT has represented to CITY that certain individuals employed Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-16 Page 900 of 1324 by CONSULTANT shall provide services to CITY pursuant to this Contract. CITY has relied upon such representations. Therefore,CONSULTANT shall not change the designated Project Manager for any project without the advance written approval of the CITY,which consent shall not be unreasonably withheld. ARTICLE 8-COMPLIANCE WITH LAWS 8.1 CONSULTANT shall, in performing the services contemplated by this service Contract, faithfully observe and comply with all federal, state and local laws, ordinances and regulations that are applicable to the services to be rendered under this Contract,shall review and comply with laws, regulations,codes and standards in effect as of the date of this agreement that are applicable to CONSULTANT'S services and shall exercise professional care and judgment to comply with requirements imposed by governmental authorities having jurisdiction over the project. Should changes in any law, ordinance, or regulation result in increased costs or delays to services rendered, both parties agree to an equitable adjustment to schedules and prices. ARTICLE 9-INDEMNIFICATION 9.1 Subject to the limiting provisions of Florida Statute 725.08, CONSULTANT shall indemnify, and hold harmless the CITY, its offices, agents and employees, from and against any and all losses, or any portion thereof, including reasonable attorneys'fees and costs,arising from injury or death to persons,including injuries, sickness, disease or death to CONSULTANT'S own employees, or damage to property to the extent caused by negligence, recklessness, or intentionally wrongful conduct of CONSULTANT or other persons employed or utilized by CONSULTANT in performance of CONSULTANT'S duties. Neither party to this Contract shall be liable for any special, incidental, indirect or consequential damages of any kind, including but not limited to lost profits or use that my result from this Contract or out of the services or goods furnished hereunder. 9.2 To the greatest extent permitted pursuant to Section 725.06, Florida Statutes, CONSULTANT's indemnification obligation (when providing services to CITY) shall not exceed the value of CONSULTANT's total compensation. Such obligation shall not be construed to negate, abridge or otherwise reduce other rights or obligations of indemnity which would otherwise exist as to a party or person described in this Article. PURSUANT TO FLORIDA STATUTE, NO INDIVIDUAL DESIGN PROFESSIONAL EMPLOYED BY OR ACTING AS AN AGENT OF CONSULTANT MAY BE HELD INDIVIDUALLY LIABLE FOR DAMAGES RESULTING FROM THE NEGLIGENCE OCCURRING WITHIN THE COURSE AND SCOPE OF THIS PROFESSIONAL SERVICES AGREEMENT Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-17 Page 901 of 1324 ARTICLE 10-INSURANCE 10.1 During the performance of the services under this Contract, CONSULTANT shall maintain the following insurance policies, and provide certificates of insurance evidencing such coverages and limits, and shall be written by an insurance company authorized to do business in Florida. 10.1.1 Worker's Compensation Insurance: The CONSULTANT shall procure and maintain for the life of this Contract, Worker's Compensation Insurance covering all employees with limits meeting all applicable state and federal laws. CONSULTANT shall include the Worker's Compensation and Employer's Liability Insurance requirements in its subcontracts. This coverage shall include Employer's Liability with limits meeting all applicable state and federal laws. This coverage must extend to any sub- CONSULTANT that does not have their own Worker's Compensation and Employer's Liability Insurance, unless not required by statute. The policy must contain a waiver of subrogation in favor of the CITY of Boynton Beach, executed by the insurance company. 10.1.2 Comprehensive General Liability: The CONSULTANT shall procure and maintain for the life of this Contract, Comprehensive General Liability Insurance. This coverage shall be on an "Occurrence" basis. Coverage shall include Premises and Operations;Independent Contractors,Products Completed Operations and Contractual Liability with specific reference of Article 9, "Indemnification" of this Contract. This policy shall provide coverage for death, personal injury or property damage that could arise directly or indirectly from CONSULTANT'S negligent performance of this Agreement. CONTRACTOR shall maintain a minimum coverage of $1,000,000 per occurrence and $1,000,000 aggregate for personal injury/ and $1,000.000 per occurrencelaggregate for property damage. The general liability insurance shall include the CITY as an additional insured and shall include a provision prohibiting cancellation of the policy upon thirty(30)days prior written notice to the CITY,except for cancellation due to non-payment of premium. 10.1.3 Business Automobile Liability: The CONSULTANT shall procure and maintain, for the life of this Contract, Business Automobile Liability Insurance. The CONSULTANT shall maintain a $1,000,000 combined single limit for bodily injury and property damage liability to protect the CONSULTANT from claims for damage for bodily and personal injury, including death, as well as from claims for property damage, which may arise from the ownership, use of maintenance of owned and non-owned automobile, included rented automobiles, whether such operations be by the CONSULTANT or by anyone directly or indirectly employed by the CONSULTANT. 10.1.4 Professional Liability (Errors and Omissions) Insurance: The CONSULTANT shall procure and maintain for the life of this Contract in the minimum amount of$1,000,000 per claim/aggregate. Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-18 Page 902 of 1324 10.2 It shall be the responsibility of the CONSULTANT to ensure that all sub- CONSULTANTS comply with the same insurance requirements referenced above. 10.3 In the judgment of the CITY, prevailing conditions warrant the provision by the CONSULTANT of additional liability insurance coverage or coverage which is different in kind, the CITY reserves the right to require the provision by CONSULTANT of an amount of coverage different from the amounts or kind previously required and shall afford written notice of such change in requirements thirty (30) days prior to the date on which the requirements shall take effect. Should the CONSULTANT fail or refuse to satisfy the requirement of changed coverage within the thirty(30)days following the CITY'S written notice,the CITY, at its sole option, may terminate the Contract upon written notice to the CONSULTANT,said termination taking effect on the date that the required change in policy coverage would otherwise take effect. 10.4 CONSULTANT shall, for a period of two(2)years following the termination of the Agreement, maintain a"tail coverage"in an amount equal to that described above if coverage is not otherwise renewed for Comprehensive Liability Insurance on a claims-made policy only. ARTICLE 11 -INDEPENDENT CONTRACTOR 11.1 The CONSULTANT and the CITY agree that the CONSULTANT is an independent CONSULTANT with respect to the services provided pursuant to this Contract. Nothing in this Contract shall be considered to create the relationship of employer and employee between the parties hereto. Neither CONSULTANT nor any employee of CONSULTANT shall be entitled to any benefits accorded CITY employees by virtue of the services provided under this Contract.The CITY shall not be responsible for withholding or otherwise deducting federal income tax or social security or for contributing to the state industrial insurance program, otherwise assuming the duties of an employer with respect to CONSULTANT, or any employee of CONSULTANT. 11.2 CONSULTANT acknowledges and understands that, as an independent CONSULTANT pursuant to this Agreement, CONSULTANT shall comply with Chapter 119, Florida Statutes, as amended (Public Records). CONSULTANT'S obligation includes, but is not limited to CONSULTANT'S obligation to preserve public records and make public records available to third parties in addition to the CITY. ARTICLE 12-COVENANT AGAINST CONTINGENT FEES 12.1 The CONSULTANT warrants that he has not employed or retained any company or person, other than a bonafide employee working solely for the CONSULTANT, to solicit or secure this Contract, and that he has not paid or agreed to pay any company or person, other than a bonafide employee working solely for the CONSULTANT, any fee, commission, percentage, brokerage fee, gifts, or any other consideration contingent upon or resulting from the award or making of this Contract. For breach or violation of this warranty,the CITY shall have the right to annul this Contract without liability or, in its discretion to deduct from the contract Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-19 Page 903 of 1324 price or uonsidaration, or otherwise recover, the full amount of such fee, commission, percentage, brokerage fee,gift, orcontingent fee. ARTICLE 13TRUTH-IN-NEGOTIATION CERTIFICATE — 13.1 Execution of this Contract by the CONSULTANT shall act as the execution of e truth-in-negotiation certificate certifying that the wage rates and costs used to determine the compensation provided for in this Contract is accurate, complete, and current aoofthe date ofthe Contract. 132 The said rates and cost shall be adjusted to exclude any significant sums should the CITY determine that the rates and costs were increased due to inoocunoto, incomplete,or non-current wage rates or due to inaccurate representations of fees paid tooutside CONSULTANTS. The City shall exercise its rights under this ^Certifioete''within one(1)year following payment. ARTICLE 14'SUBCONTRACTING 14.1 The CITY reserves the right k/accept the use n[uSUB-CONSULTANT or0ureject the selection ufoparticular sub-CONSULTANT and toinspect all facilities ofany SUB-CONSULTANTS in order to make a determination as to the capability of the SUB-CONSULTANT toperform properly under this contract. The CONSULTANT is encouraged to seek |ouo| vendors for participation in subcontracting opportunities. |fthe CONSULTANT uses any sub CONSULTANTS unthis project the following provisions ofthis Article shall apply: 14.2 |faSUB-CONSULTANT fails Voperform ormake progress, aorequired bythis Cnrkract, and it is necessary to replace the SUB-CONSULTANT to complete the work inmtimely fashion, the CONSULTANT shall promptly doso, subject tu acceptance of the new SUB-CONSULTANT by the QTY. The substitution of subcontractor shall not be adequate cause to excuse a delay in the performance any portion of this contract asset forth inthe Scope ofWork. 14.3 The CONGULTANT, ito8U8'CDN8ULTANT8. agen{a, uemmnta, or employees agree to be bound by the Terms and Conditions of this Contract and it's agreement with the SUB-CONSULTANT for work to be performed for the City the CONSULTANT must incorporate the terms ofthis contract. ARTICLE 15DISCRIMINATION PROHIBITED - 15.1 The CONGULTANT, with regard tuthe work performed by it under this Controct, will not discriminate on the grounds of race, color, national origin, religion, creed, age,sex or the presence of any physical or sensory handicap in the selection and retention ofemployees orprocurement ofmaterials nrsupplies. ARTICLE 16'ASSIGNMENT 181 The CONSULTANT shall not sublet orassign any ofthe services covered bythis Contract without the express written consent ofthe CITY. Boynton Beach Utilities General Consulting Services C-20 v.5CLEAN FINAL Page 0O4of1324 ARTICLE 17-NON-WAIVER 17.1 A waiver by either CITY or CONSULTANT of any breach of this Contract shall not be binding upon the waiving party unless such waiver is in writing. In the event of a written waiver, such a waiver shall not affect the waiving party's rights with respect to any other or further breach. The making or acceptance of a payment by either party with knowledge of the existence of a default or breach shall not operate or be construed to operate as a waiver of any subsequent default or breach. ARTICLE 18—TERMINATION 18.1 Termination for Convenience: This Contract may be terminated by the CITY for convenience, upon ten (10) days of written notice by the terminating party to the other party for such termination in which event the CONSULTANT shall be paid its compensation for services performed to termination date, including services reasonably related to termination. In the event that the CONSULTANT abandons the Contract or causes it to be terminated,CONSULTANT shall indemnify the CITY against loss pertaining to this termination. 18.2 Termination for Default: In addition to all other remedies available to the CITY,this Contract shall be subject to cancellation by the CITY for cause, should the CONSULTANT neglect or fail to perform or observe any of the material terms, provisions, conditions, or requirements herein contained, if such neglect or failure continue for a period of thirty (30)days after receipt by CONSULTANT of written notice of such neglect or failure. In the event of non-payment of other material breach of this Contract by CITY, the Contract is subject to cancellation by CONSULTANT should such condition continue for a period of thirty(30)days after receipt by CITY of written notice of breach. ARTICLE 19—DISPUTES AND VENUE 19.1 Any dispute arising out of the terms or conditions of this Contract shall be adjudicated within the courts of Florida. Further,this Contract shall be construed under Florida Law. Claims, disputes or other matters in question between the parties to this Contract arising out of or relating to this Contract shall be in a court of law. The CITY does not consent to mediation or arbitration for any matter connected to this Contract. The parties agree that any action arising out of this Contract shall take place in Palm Beach County, Florida. ARTICLE 20—UNCONTROLLABLE FORCES 20.1 Neither the CITY nor CONSULTANT shall be considered to be in default of this Contract if delays in or failure of performance shall be due to Uncontrollable Forces, the effect of which, by the exercise of reasonable diligence, the non- performing party could not avoid. The term "Uncontrollable Forces" shall mean any event which results in the prevention or delay of performance by a party of its obligations under this Contract and which is beyond the reasonable control of the non-performing party. It includes, but is not limited to fire, flood, earthquakes, storms, lightning, epidemic, war, riot, civil disturbance, sabotage, and Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-21 Page 905 of 1324 governmental actions. In such circumstances, parties agree to an equitable adjustment of schedules and prices. 20.2 Neither party shall, however, be excused from performance if non-performance is due to forces which are preventable,removable,or remediable,and which the non- performing party could have,with the exercise of reasonable diligence, prevented, removed, or remedied with reasonable dispatch. The non-performing party shall, within a reasonable time of being prevented or delayed from performance by an uncontrollable force, give written notice to the other party describing the circumstances and uncontrollable forces preventing continued performance of the obligations of this Contract. ARTICLE 21 —CITY-PROVIDED INFORMATION AND SERVICES 21.1 CITY shall furnish CONSULTANT available studies, reports and other data pertinent to CONSULTANT'S services; obtain or authorize CONSULTANT to obtain or provide additional reports and data as required;furnish to CONSULTANT services of others required for the performance of CONSULTANT'S services hereunder, and CONSULTANT shall be entitled to use and rely upon all such information and services provided by CITY or others in performing CONSULTANT'S services under this Agreement. ARTICLE 22—ESTIMATES AND PROJECTIONS 22.1 In providing opinions of cost, financial analyses, economic feasibility projections, and schedules for potential projects, CONSULTANT has no control over cost or price of labor and material; unknown or latent conditions of existing equipment or structures that may affect operation and maintenance costs; competitive bidding procedures and market conditions; time or quality of performance of third parties; quality, type, management, or direction of operating personnel; and other economic and operational factors that may materially affect the ultimate project cost or schedule.Therefore,CONSULTANT makes no warranty that CITY'S actual project costs, financial aspects, economic feasibility, or schedules will not vary from CONSULTANT'S opinions, analyses, projections, or estimates. ARTICLE 23—THIRD PARTIES 23.1 The services to be performed by CONSULTANT are intended solely for the benefit of CITY. No person or entity not a signatory to this Agreement shall be entitled to rely on CONSULTANT'S performance of its services hereunder, and no right to assert a claim against CONSULTANT by assignment of indemnity rights or otherwise shall accrue to a third party as a result of this Agreement or the performance of CONSULTANT'S services hereunder. Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-22 Page 906 of 1324 ARTICLE 24-.NOTICES 24.1 All notices required in this Contract shall be sent to the CITY and shall be mailed to: City of Boynton Beach Co y to: _ Attn: Utilities Director City of Boynton Beach 124 E.Woolbri ht Road Attn: Procurement Services Boynton Beach, FL 33435 P.O. Box 310 Boynton Beach, FL 33425 And Notices to CONSULTANT, shall be sent to the following address: CAROLLO ENGINEERING INC. Attn: Elizabeth Fujikawa 9897 Lake Worth Road Suite 302 Lake Worth, FL 33467 ARTICLE 25-INTEGRATED AGREEMENT 25.1 This Contract, together with the RFQ/RFP and any addenda and/or attachments, represents the entire and integrated agreement between the CITY and the CONSULTANT and supersedes all prior negotiations, representations, or agreements written or oral. This Contract may be amended only by written instrument signed by both CITY and CONSULTANT. 25.2 In the event of a conflict between a provision of this Agreement and a provision of an individual Task Order,the provision of the Task Order will control. ARTICLE 26-SOVEREIGN IMMUNITY 26.1 CITY is a political subdivision of the State of Florida and enjoys sovereign immunity. Nothing in the Agreement is intended, nor shall be construed or interpreted, to waive or modify the immunities and limitations on liability provided for in Section 768.28, Florida Statute, as may be emended from time to time, or any successor statute thereof. To the contrary,all terms and provisions contained in the Contract, or any disagreement or dispute concerning it, shall be construed or resolved so as to insure CITY of the limitation from liability provided to any successor statute thereof. To the contrary, all terms and provision contained in the Contract, or any disagreement or dispute concerning it, shall be construed or resolved so as to insure CITY of the limitation from liability provided to the State's subdivisions by state law. 26.2 In connection with any litigation or other proceeding arising out of the Contract,the prevailing party shall be entitled to recover its own costs and attorney fees through and including any appeals and any post-judgment proceedings. CITY'S liability for costs and attorney's fees, however, shall not alter or waive CITY'S entitlement to sovereign immunity, or extend CITY'S liability beyond the limits established in Section 768.28, Florida Statutes, as amended. Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-23 Page 907 of 1324 ARTICLE 27—PUBLIC RECORDS 27.1 The City is public agency subject to Chapter 119, Florida Statutes. The CONSULTANT shall comply with Florida's Public Records Law. Specifically, the Contractor shall: A. Keep and maintain public records required by the CITY to perform the service; B. Upon request from the CITY'S custodian of public records,provide the CITY with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in chapter 119,Fla.Stat.or as otherwise provided by law; C. Ensure that public records that are exempt or that are confidential and exempt from public record disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and, following completion of the contract, Contractor shall destroy all copies of such confidential and exempt records remaining in its possession once the Contractor transfers the records in its possession to the CITY;and D. Upon completion of the contract,Contractor shall transfer to the CITY, at no cost to the CITY,all public records in Contractor's possession All records stored electronically by Contractor must be provided to the CITY,upon request from the CITY'S custodian of public records,in a format that is compatible with the information technology systems of the CITY. E. IF THE CONSULTANT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUES, TO THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: (CITY CLERK) P.O. BOX 310 BOYNTON BEACH, FLORIDA,33425 561-742-6061. PYLEJ(a,BBFL.US Boynton Beach Utilities-General Consulting Services C-24 V.5 CLEAN FINAL Page 908 of 1324 Article 28-LIMITATION OF LIABILITY THE PARTIES HAVE EVALUATED THE RESPECTIVE RISKS AND REMEDIES UNDER THIS AGREEMENT AND AGREE TO ALLOCATE THE RISKS AND RESTRICT THE REMEDIES TO REFLECT THAT EVALUATION. CITY AGREES TO RESTRICT ITS REMEDIES UNDER THIS AGREEMENT AGAINST CONSULTANT, ITS PARENTS, AFFILIATES AND SUBSIDIARIES, AND THEIR RESPECTIVE DIRECTORS, OFFICERS, SHAREHOLDERS AND EMPLOYEES, ("CONSULTANT'S COVERED PARTIES"), SO THAT THE TOTAL AGGREGATE LIABILITY OF THE CONSULTANT'S COVERED PARTIES SHALL NOT EXCEED THE VALUE OF CONSULTANT'S SERVICES UNDER THE ASSIGNED TASK ORDER. THIS RESTRICTION OF REMEDIES SHALL APPLY TO ALL SUITS,CLAIMS,ACTIONS,LOSSES,COSTS(INCLUDING ATTORNEY FEES)AND DAMAGES OF ANY NATURE ARISING FROM OR RELATED TO THIS AGREEMENT WITHOUT REGARD TO THE LEGAL THEORY UNDER WHICH SUCH LIABILITY IS IMPOSED. CLAIMS MUST BE BROUGHT WITHIN ONE CALENDAR YEAR FROM PERFORMANCE OF THE SERVICES UNLESS A LONGER PERIOD IS REQUIRED BY LAW. IN WITNESS WHEREOF,the parties hereto have executed this Contract in multiple copies, each of which shall be considered an original on the following dates: DATED this day of A 0,14,1 120 / CITY OF BOYNTON BEACH 4= LtiL6' rnu,-jcC City Manager CONSULTAN IGINFF� Q•++• F•+.��' Attest/Authenticated: o`;:�OATs TitleM_G e Seal) City CI k Approved as to Form: ttesttAuthenticated: Offf6e of the City Attorney Michael W. Barnes, Secretary Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-25 Page 909 of 1324 EXHIBIT"A" FEE SCHEDULE FIRM: Carollo Engineers,Inc. DATE: March 14 2018 Personnel Classifications Hourly Rate Principal $279.00 Project Manager $279.00 Senior Engineer $202.00 Process Engineer $202.00 Sr Electrical Egn. $257.00 Elec.Egn. $202.00 Process Control/Inst.Egn. $202.00 Sr.Mechanical Engineer $257.00 Mechanical Engineer $202.00 Engineer $162.00 Designer $140.00 GIS Specialist $185.00 CADD/Technician $140.00 Public Relations Specialist N/A Construction Inspector $141.00 Sr.Rate analyst $202.00 Clerical/Administrative $105.00 Reimbursable Expenses: Direct costs such as postage,prints,delivery service will be billed at cost. Boynton Beach Utilities-General Consulting Services C-26 V.5 CLEAN FINAL Page 910 of 1324 EXHIBIT"B" City of Boynton Beach Risk Management Department INSURANCE ADVISORY FORM Under the terms and conditions of all contracts,leases,and agreements,the City requires appropriate coverages listing the City of Boynton Beach as Additional Insured. 'This is done by providing a Certificate of Insurance listing the City as"Certificate Holder" and"The City of Boynton Beach is Additional Insured as respect to coverages noted."Insurance companies providing insurance coverages must have a current rating by A.M.Best Co.of"B+"or higher. (NOTA: An insurance contract or binder may be accepted as proof of insurance if Certificate is provided upon selection of vendor.) The following is a list of types of insurance required of contractors,lessees,etc..and the limits required by the City: (NOTE: This list is not all inclusive,and the City reserves the right to require additional types of insurance,or to raise or lower the stated limits,based upon identified risk.) ------------------------------------------------------------------------------------------------------------------------------------------- TYPE (Occurrence Based Only) MINIMUM LIMITS REQUIRED ----------------------------------------------------------------------------------------------------------------------------------------- General Liability General Aggregate $1.000,000.00 Commercial General Liability Products-Comp/Op Agg. $1.000,000.00 Owners&Contractor's Protective(OCP) Personal&Adv.Injury $1.000.000.00 Liquor Liability Each Occurrence $1,000,000.00 Professional Liability Fire Damage(any one fire) $ 50.000.00 Employees&Officers Med.Expense(any one person) $ 5,000.00 Pollution Liability Asbestos Abatement Lead Abatement Broad Form Vendors Premises Operations Underground Explosion&Collapse Products Completed Operations Contractual Independent Contractors Broad Form Property Damage Fire Legal Liability ------------------------------------------------------------------------------------------------------------------------------------------- Automobile Liability Combined Single Limit $ 500,000.00 Any Auto Bodily Injury(per person) to be determined All Owned Autos Bodily Injury(per accident) to be determined Scheduled Autos Property Damage to be determined Hired Autos Trailer Interchange $ 50.000.00 Non-Owned Autos PIP Basic Intermodal ------------------------------------------------------------------------------------------------------------------------------------------- Garage liability Auto Only.Each Accident $1,000.000.00 Any Auto Other Tban Auto Only $ 100,000.00 Garage Keepers Liability Each Accident $1,00Qoo0.00 Aggregate $1,000,000.00 ------------------------------------------------------------------------------------------------------------------------------------------- Excess Liability Each Occurrence to be determined Umbrella Form Aggregate to be determined ------------------------------------------------------------------------------------------------------------------------------------------- Worker's Compensation Statutory Limits Employer's Liability Each Accident $ 100,000.00 Disease,Policy Limit $ 500,000.00 Disease Each Employee $ 100,000.00 ------------------------------------------------------------------------------------------------------------------------------------------- Property Homeowners Revocable Permit $ 300.000.00 Builder's Risk Limits based on Project Cost ----------------------------------------------------------------------------------------------------------------------------------------- Other- As Risk Identified to be determined ------------------------------------------------------------------------------------------------------------------------------------------ Bovnton Beach Utilities-General Consulting Services C-27 6 CLEAN FINAL Page 911 of 1324 EXHIBIT"C" PERFORMANCE EVALUATION FORM CONSULTING ENGINEERS Date: Name of Firm: Office Location: I. Service: I (Check One) ❑ Planning/Study Activity,Report,Other ❑ Design/Engineering Services/Preliminary Bid Document ❑ Final Document/Bidding/Contractor Award p Construction Phase/Completion 2. Name of Project: 3. Project Manager: CONSTRUCTION CONTRACT DATA 5. a. Engineer's estimate: $ Final Cost: $ b.Substantial Construction Completion Date: c. Final Construction Completion Date: 6. Overall Rating I (Check One) ❑ Unsatisfactory ❑ Poor ❑ Fair ❑ Good ❑ Excellent 7. Recommended for Future Contracts? ❑ I Yes I ❑ No ❑ Conditional If other than yes,provide detailed explanation on a separate sheet of paper. 8. Name,title,and office of rating officer e. .Utilities Director): 9. Signature of rating officer: Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-28 Page 912 of 1324 EXHIBIT"C" PERFORMANCE EVALUATION FORM CONSULTING ENGINEERS(CONTINUED) DESIGN/ENGINEERING SERVICES AND PRELIMINARY BID DOCUMENT PREPARTION PHASE Rate numerically 1 to 5 with 5 being the highest score N/A 1. Thorou h site investigation 1 2 3 4 5 2. Meetinj cost limitations 1 2 3 4 5 3. Desi n/results suitability 1 2 3 4 5 4. Coo erative&responsive 1 2 3 4 5 5. Timeliness of submissions 1 2 3 4 5 6. 'Plans clear/detailed 1 1 1 2 3 4 1 5 7. 'Plan/spec accuracy 1 1 2 3 14 1 5 `Preliminary administrative/limited staff review/evaluation of levels of clarity, accuracy, and coordination between disciplines. Name and title of rating officer(e.g. Utilities Director): -Signature of rating officer: FINAL DOCUMENT PREPARATION, BID, &AWARD BY CONSULTANT Rate numerically 1 to 5 with 5 bein the highest score N/A 1. Secs afford competition 1 2 3 4 5 2. Secs complete/thorough 1 2 3 4 5 3. Accuracy of documents 1 2 3 4 5 4. Requirements within engineer's estimate 1 2 3 4 5 5. Cooperative attitude 1 2 3 4 5 8. Timeliness of submissions 1 2 3 4 5 7. Pre-bid conference participation 1 2 3 4 5 8. Response to inquiries 1 2 3 4 5 9. Bid evaluation quality/timeliness 1 2 3 4 5 10. Response to building&permitting agencies 1 2 3 4 5 11. 1 Addendum preparation&permit applications 1 2 3 4 5 Name and title of rating officer(e.g. Utilities Director): -Signature of rating officer: Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-29 Page 913 of 1324 EXHIBIT"C" PERFORMANCE EVALUATION FORM CONSULTING ENGINEERS(CONTINUED) CONSTRUCTION PHASE COMPLETION Rate numerically 1 to 5 with 5 being the highest score I NIA 1. Drawings Reflect True Conditions 1 2 1 3 14 5 2. Plans/S ecs Accurate/Coordinated 1 2 3 4 5 3. Design Constructabilit 1 2 3 4 5 4. Timeliness/Quality of Processing Submittals 1 2 3 4 5 5. Product/Equipment Selection Availability 1 2 3 4 5 6. Field Consultation and Investigations 1 2 3 4 5 7. Quality of Support Services 1 2 3 4 5 8. Overall Construction Contract Administration 1 2 3 4 5 9. Project Closeout Documentation Review 1 2 3 4 5 10. Validity of Claims for Extra Costs 1 2 3 4 5 11. Did Consultant provide sufficient copies of signed plans to allow for timely review and approval by all 1 2 3 4 5 Permitting Agencies? 12. Did the Consultant actively participate in overcoming problems with the Contractor, Building 1 2 3 4 5 Officials and/or Regulatory Agencies? 13. Change Order Processing(Accuracy,Timeliness, 1 2 3 4 5 Documentation, etc. 14. Did the Consultant exercise adequate/effecting coordination and control of subconsultant(s)or 1 2 3 4 5 associates work and paperwork? 15. Proactive Participation in Resolution of Dis ute s? 1 2 3 4 5 Name and title of rating officer(e.g. Utilities Director): Signature of rating officer: Boynton Beach Utilities-General Consulting Services V.5 CLEAN FINAL C-30 Page 914 of 1324 EXHIBIT "C" PERFORMANCE EVALUATION FORM CONSULTING ENGINEERS (continued) PLANNING/STUDY ACTIVITY, REPORT, OTHER Rate numerically 1 to 5 with 5 bein the hi hest score N/A 1. Thorough investigation of situation or activity 1 2 3 4 5 2. Cooperative attitude 1 2 3 4 5 3. Timeliness of submissions 1 2 3 14 5 4. Accuracy of documents 1 2 3 14 5 5. Did the Consultant offer cost saving solutions? 1 2 3 4 5 6. Did the Consultant actively participate in problem 1 2 3 1 4 5 solving? 7. Overall results 1 2 3 1 15 Name and title of rating officer(e.g. Utilities Director): Signature of rating officer: Boynton Beach Utilities-General Consulting Services C-31 V.5 CLEAN FINAL Page 915 of 1324 7.D. BIDS AND PURCHASES OVER$100,000 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Approve utilizing the Palm Beach County, FL Sole Source Solicitation SS55542 with IXOM Watercare, Inc. for MIEX DOC Anion Exchange Resin with the same terms, conditions, specifications and pricing. The maximum anticipated annual expenditure for the purchase of MIEX DOC Resin is $350,000. Palm Beach County has complied with purchasing policies and considered this as a sole source provider of resin. EXPLANATION OF REQUEST: SS55542A time period: October 3, 2018 thru October 2, 2019. As part of the upgrade and expansion of the East Water Treatment Plant, the Magnetic Ion Exchange (MI EX) treatment process was added to remove organic compounds from the raw water obtained from the western wellfield. The MIEX process utilizes magnetically charged DOC anion exchange resin beads which aid in the removal and settling of the organic compounds. Over time, attrition of the resin beads occurs and additional resin must be added to maintain the ongoing operation of the treatment process. Utilities will piggyback an existing Palm Beach County contract with IXOM Watercare, Inc. for the purchase of the MIEX DOC Anion Exchange Resin. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? The use of the MIEX DOC resin is required for the ongoing operation of the MI EX ion exchange process in order to provide high quality drinking water to the customers of Boynton Beach Utilities. FISCAL IMPACT: Budgeted Funding is available in Utilities account 401-2811-536-52.35. ALTERNATIVES: Since the MIEX treatment process is an integral part of the East Water Treatment Plant, there is no feasible alternative at this time. STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Page 916 of 1324 Grant Amount: ATTACHMENTS: Type Description D Addendum Resin Contract D Addendum Sole Source Justification D Addendum Sole Surce Solicitation Page 917 of 1324 :ORI Form L Purch"Ingens September 18,2018 Smith Wai ry Trail,suits 1 i Wert Palm Beare.„PL 53415-5199 063)616-6800 Ixom Watercare, Inc. FAX.(561)616-6811 Randy A. Cable, Global Head MEex WW pbcgnv corm rc ilasjiig 8150Akron Street,Suits 401 Centennial,CO 110112 TERM CONTRACT#SS555442Ai DearVendar: This is Inform you that PalmCommissioners Bnant of county nenteringinto a Termyour company for WOM o o:o _ ARES INC.MIEX DOC RESIN,PURCHASE AND.�DELIVERY OF based on: Mcfissa,McKinlay,Mayor JXJ RENEWAL OF CONTRACT based on SOLICITATIONin Mark accordance I EIoriginal , condi ' c c i ri ray r ,i?lr is car no deviation. Vendor shall nofffy PurchasingImmediately if the sole source lial R.Valeche status changes. i Paulette Rurd1<,.k The term of thiscontract Is 10103MB through 10102119, and has an estimated dollar value f Dave KernerSteven Abrams If applicable, Vendor shall I all i cove ( ) r the entire ` term of the contract, incl l ny renewals or extensions thereof. i Mary Loo Berger County ser Departments will' a Individual" livagainatthis contract as your authorization to deliver. The original jnvce must be sent to the address on the Delivery r ") and mustr . ., DO 680 3 1111). A copy or the invoice y be sent to the CountyUser County eurdnis a t. Invoices E carbon paper shall not be accepted. r for paymentthe County to make the Vendor'sLegal Name. Vendor's ; and Verderda C,Balzer Vendor's TINIFEIN Number Onthe Vendor's bidlquotelresponset be exactly the same as it appears n the Invoice In the Coukyls VSS system that can be accessedh s.11a s .co.paim-boach.fl.us/webaDD/VSsDiAltSelfServiCS. comply with the foregoing may resultin a delay In processing payment. If youv n questions, lease contact Colleen Cardillot ccardl1l6Dbcaov.or0 ( 1)616-6839. i Sin rely, 7 Ka I on M.Scarlett -An Equal oppartuyarLy Dirac or A j`lrc kin A,t ion Eszzp?dyer,. Vernetha Green,Water Utilities File lr' rsar Page 918 of 1324 Form B INTER-OFFICE COMMUNICATION PALM BEACH COUNTY DATE: October 14, 2015 TO: Kathleen M. Scarlett Director a T'HRU: Tammy Smith Purchasing Manager FROM: Kriste o ' t Senior r RE: SOLE SOURCE JUSTIFICATION (EXTENDED TERM) The user department has stated that IXOM WATERCARE, INC. PRODUCTS, OEM PARTS, MAINTENANCE REPAIR 1 REPLACEMENT SERVICES FIELD SERVICES AND TECHNICAL SUPPORT is the ONLY product / source of service that will meet the County's need for EQUIPMENT USED WITHIN THE POTABLE WATER PROCESS SYSTEM. Based on staff's knowledge of the marketplace, we believe this to be an accurate assessment. It has also been determined and attested to by ELLEN RUE GABY, VICE PRESIDENT SALES, IXOM WATERCARE, INC. (manufacturer) they are the ONLY source of supply for the above referenced product/ service (see attached). We anticipate that the circumstances justified by this sole source request will not change over the next 60 months (maximum 50 months). PURCHASING APPROVAL: Based on the information provided to me, including the manufacturer's certification that they or their representative are the sole provider of this good or service, the user's certification that this is the only good or service which will suffice their needs, and a justifiable expectation that these conditions will not change in the foreseeable future, I am hereby approving sole source acquisition of the subject good or service for a period not to exceed sixty months. The user department is charged with monitoring the marketplace and, if the above described sole source conditions change, discontinue use of this sole source justification and procure the goods or services competitively. kkW_MM:Xa ky-y-t Kathleen M. Scarlett, Director Purchasing Department Date: 0 c: Vernetha Green, Water Utilities Page 919 of 1324 Xcif[, INTEROFFICE MEMORANDUM ORI DATE: October 1, 2015 Rater Utilities Department TO: Kathy Scarlett, Purchasing Director Administration t P.o.sox 16097 FROM: Jim Stiles, Water Utilities Director West Palm Beach,PL 33416-6097 (561)493.6000 RE: Sole Source—IXOM WATERCARE, INC. Fax:(561)493-600& The Water Utilities Department requests an extended sole source wmv.pbewater.com procurement from IXOM WATERCARE, INC. for the purchase of manufactured brand products, OEM repair parts, repairs, and maintenance, based on the following sole source justification: Based upon our expertise and a comprehensive search of the faint Beach County market place, the purchase of manufactured brand products, Board of County OEM repair parts, repairs, and maintenance offered by IXOM Commissioners WATERCARE, INC., is required to be used in conjunction with Shelley vana,Mayor existing equipment, IXOM WATERCARE, INC. provides the Mary Lou Berger,vice Mayor following unique characteristic that we require and, to the best of Hal R.Valeclte our knowledge, no other manufacturer can duplicate. Paulette snraick IXOM WATERCARE, INC. is the sole manufacturer and Steven L.Abrams provider of its brand products, repairs, maintenance, and OEM replacement parts, which are the only parts and Melissa MclCiulay components compatible with the existing Ixom Priscilla A.Taylor equipment, including the MIEX equipment system, used within our potable water process system to remove target contaminants; as required by Water Utilities. Comtty Administrator For the above documented reasons and the attached sole source supporting documentation from the manufacturer, I request that Robert Weisman the purchase be considered for approval as sole source. "An Equol Opportunity Affirinative Action Employes" Page 920 of 1324 fy Y} f October 1, 2015 Palm Beach County Water Utilities Department: MOM 4 8100 Forest Hill Blvd. West Palm Beach, FL 33416 1 Attn: Ms.Vernetha Green Subject: Sale Source Representative Dear Ms. Green: Ixom Watercare Inc. is the sole manufacturer of its products. Ixom rr { Watercare, Inc. is the manufacturer and the exclusive representative for y ` Ixom Watercare, Inc.within the state of Florida for the purchase of new products, OEM repair parts,repairs,and maintenance. No other representative can sell products, repair/replacement parts, maintenance, repair/replacement services, field services and technical support for Ixom Watercare, Inc. Your contact for Ixom Watercare, Inc.is: Ellen Gaby/Vice President Sales 33101 East Quincy Avenue Watkins, Colorado 80137 If you have questions regarding this issue, please contact me (Ellen Gaby at Ixom Watercare, Inc.)at 919-482-5422. Sincerely, Ellen Rue Gaby Vice President Sales Ixom Watercare, Inc. Ixom W ato care Inc. 33101 Est Quincy Avenup Watkins,CO "30137 WWW.FTIIexresinxorn Page 921 of 1324 Board of County Commissioners County Administrator Paulette Burdick, Mayor " Verdenia C. Baker Melissa McKinlay, Vice Mayor :. Hal R.Valeche Dave Kerner Steven L. Abrams oll� 1 Mary Lou Berger Purchasing Department Mack Bernard www.pbcgov.org/purchasing i BOARD OF COUNTY COMMISSIONERS SOLE SOURCE SOLICITATION #SS555442/KM IXOM WATERCARE, INC. MIEX DOC RESIN, PURCHASE AND DELIVERY OF, TERM CONTRACT DUE DATE: JULY 14, 2017 AT 4:0.0 P.M. It is the sole purpose and intent of this solicitation to secure a contract for item(s) and/or services as listed herein. The sole source vendor is hereby placed on notice that acceptance of its response by Palm Beach County shall constitute a binding contract. This Solicitation, General Conditions, Instructions, Special Conditions, Specifications, Attachments, Amendments (if issued), and/or any other referenced document form a part of this solicitation and response thereto, and by reference are made a part thereof. The sole source vendor shall be bound by all terms, conditions and requirements in these documents. Vendor shall notify Palm Beach County Purchasing Department immediately if the sole source status changes. SUBMIT SOLICITATION TO: Palm Beach County Purchasing Department Attention: Kristen A. Monnett, Senior Buyer 50 South Military Trail, Suite 110 West Palm Beach, Florida 33415-3199 Fax#: (561) 242-6724 E-mail: kmonnett(@_pbcgov.org Solicitation may be submitted via fax or e-mail. C A U T 1 a N In order to do business with Palm Beach County, vendors are required to create a Vendor Registration Account OR activate an existing Vendor Registration Account through the Purchasing Department's Vendor Self Service (VSS) system which can be accessed at hftDs:/Ir)bclvssn.co.r3alm-beach.fl.us/webapp/vssp1AltSelfService. In accordance with the provisions of ADA, this document may be requested in an alternate format. 50 South Military Trail, Suite 110, West Palm Beach, FL 33415-3199 (561) 616„6800 FAX: (561) 616-6811 Page 922 of 1324 Page 2 l3 GENERAL CONDITIONS, INSTRUCTIONS AND INFORMATION GENERAL CONDITIONS 1. GENERAL INFORMATION subcontractors of contractors, including repair persons and delivery persons, who are unescorted when entering a facility determined to Vendor is advised that this package constitutes the complete set of be either a critical facility ("Critical Facilities") or a criminal justice specifications, terms, and conditions which forms the binding contract information facility ("CJI Facilities"), which are critical to the public between Palm Beach County and the vendor. Changes to this solicitation safety and security of the County. County facilities that require this may be made�Ul by written amendment issued by the County Purchasing heightened level of security are identified in Resolution R-2003-1274, Department. Vendor is further advised to closely examine every section of as amended. In October 2413, compliance with the requirements of this document,to ensure that all sequentially numbered pages are present, the U. S. Federal Bureau of Investigations CJI Security Policy was and to ensure that it is fully understood. Questions or requests for added to the Ordinance, which includes a broad list of disqualifying explanations or interpretations of this document must be submitted to the offenses.The vendor is solely responsible for understanding the Purchasing Department contact ininwriling. Vendor certifies that its response financial, schedule, andlor staffing implications of this is made without reliance on any oral representations made by the County. Ordinance. Further, the vendor acknowledges that its bid price includes any and all direct or indirect costs associated with compliance The obligations of Palm Beach County under this award are subject to the of with this Ordinance, except for the applicable FDLEIFBI fees that availability of funds lawfully appropriated for its purpose. shall be paid by the County. 2. LEGAL REQUIREMENTS e. PUBLIC ENTITY CRIMES: F.S.287.133 requires Palm Beach County to notify all vendors of the following: "A person or affiliate who has a. COMPLIANCE WITH LAWS AND CODES: Federal, State, County been placed on the convicted vendor list following a conviction for a and local laws, ordinances, rules and regulations that in any manner public entity crime may not submit a response on a contract with a affect the items covered herein apply. Lack of knowledge by the public entity for the construction or repair of a public building or public vendor shall in no way be a cause for relief from responsibility. The work,may not submit bids on leases of real property to a public entity, vendor shall strictly comply with Federal, State and local building and may not be awarded or perform work as a contractor, supplier, safety codes. Equipment shall meet all State and Federal Safely subcontractor, or consultant under a contract with any public entity, regulations. Vendor certifies that all products (materials, equipment, and may not transact business with any public entity in excess of the processes, or other items supplied in response to this solicitation) threshold amount provided in F.S.287.017 for CATEGORY TWO for a contained in its response meets all ANSI, NFPA and all other Federal period of 36 months from the date of being placed on the convicted and State requirements. Vendor further certifies that if the product vendor list." delivered is subsequently found to be deficient in any of the aforementioned requirements in effect on date of delivery, all costs f. NON-COLLUSION: Vendor certifies that it has entered into no necessary to bring the product into compliance shall be borne by the agreement to commit a fraudulent,deceitful, unlawful,or wrongful act, vendor. or any act which may result in unfair advantage for one or more vendors over other vendors. Conviction for the Commission of any Any toxic substance provided to the County as a result of this fraud or act of collusion in connection with any sale, bid, quotation, solicitation or resultant contract shall be accompanied by its Safety proposal or other act incident to doing business with Palm Beach Data Sheet(SDS). County may result in permanent debarment. The Uniform Commercial Code (Florida Statutes, Chapter 672) shall No premiums, rebates or gratuities are permitted; either with, prior to prevail as the basis for contractual obligations between the vendor and or after any delivery of material or provision of services. Any such Palm Beach County for any terms and conditions not specifically violation may result in award cancellation, return of materials, stated in the solicitation. discontinuation of services, removal from the vendor bid list(s), and/or debarment or suspension from doing business with Palm Beach b. DISCRIMINATION PROHIBITED; Palm Beach County is committed County. to assuring equal opportunity in the award of contracts and complies with all laws prohibiting discrimination. Pursuant to Palm Beach g. CONFLICT OF INTEREST: Vendor shall disclose with their response County Resolution R-2414-1421, as may be amended, the vendor the name of any officer,director,or agent who is also an employee or warrants and represents that all of its employees are treated equally a relative of an employee of Palm Beach County. Further, vendor during employment without regard to race, color, religion, disability, shall disclose the name of any County employee or relative of a sex, age, national origin, ancestry, marital status, familial status, County employee who owns, directly or indirectly, an interest of ten sexual orientation, gender identity and expression or genetic percent or more in the vendor's firm or any of its branches. information. Per Resolution R-2014-1429, as may be amended, the vendor shall comply with the requirements set forth in Section 3.d. h. SUCCESSORS AND ASSIGNS: The County and the vendor each hereinbelow. binds itself and its successors and assigns to the other party in respect to all provisions of this Contract. Neither the County nor the vendor c. INDEPENDENT CONTRACTOR RELATIONSHIP: The vendor is, shall assign, sublet, convey or transfer its interest in this Contract and shall be, in the performance of all work, services, and activities without the prior written consent of the other. under this Contract, an Independent Contractor and not an employee, agent, or servant of the County. All persons engaged in any of the 1. INDEMNIFICATION: Regardless of the coverage provided by any work or services performed pursuant to this Contract shall at all times, insurance, the vendor shall indemnify, save harmless and defend the and in all places,be subject to the vendor's sole direction,supervision, County, its agents, servants, or employees from and against any and and control. The vendor shall exercise control over the means and all claims, liability, losses and/or causes of action which may arise manner in which it and its employees perform the work, and in all from any negligent act or omission of the vendor, its subcontractors, respects the vendor's relationship, and the relationship of its agents, servants or employees during the course of performing employees, to the County shall be that of an Independent Contractor services or caused by the goods provided pursuant to this solicitation and not as employees or agents of the County. and/or resultant contract. d. CRIMINAL HISTORY RECORDS CHECK ORDINANCE: Pursuant j. PUBLIC RECORDS,ACCESS AND AUDITS: Any material submitted to Palm Beach County Code Section 2-371 through 2-377, the Palm in response to this solicitation is considered a public document in Beach County Criminal History Records Check Ordinance accordance with Section 119.07,F.S. This includes material which the ("Ordinance'), the County will conduct fingerprint based criminal vendor might consider to be confidential. All submitted information history record checks on all persons not employed by the County who that the vendor believes to be confidential and exempt from disclosure repair, deliver, or provide goods or services for,to, or on behalf of the (i.e., a trade secret or as provided for in Section 119.07 and Section County. A fingerprint based criminal history record check shall be 892.081, F.S.)must be specifically identified as such. Upon receipt of conducted on all employees of vendors, contractors, and a public records request for such information, a determination will be Page 923 of 1324 i Page 3 13 made as to whether the identified information is,in fact,confidential. N. OLIVE AVENUE, WEST PALM The vendor shall maintain records related to all charges, expenses, BEACH, EL 33401, BY E-MAIL AT and costs incurred in estimating and performing the work for at least three (3) years after completion or termination of this Contract. TheRECORDSREQUESI@PBCGOV.ORG County shall have access to such records as required in this Section for the purpose of inspection or audit during normal business hours,at OR BY TELEPHONE AT 561-355-6680. he vendor's place of business. I k. INCORPORATION,PRECEDENCE,JURISDICTION: This solicitation Notwithstanding anything contained herein, as provided under Section shall be included and incorporated in the final award. The order of 11'19.07011, F.S.,if the Vendor: (t)provides a service; and(ii)acts on contractual precedence shall be the solicitation document (original behalf of the County as provided under Section 419.011(2), F.S., terms and conditions), response,and purchase order or term contract the Vendor shall comply with the requirements of Section 1119.07011, order. Any and all legal action necessary to enforce the award or the Florida Statutes,as it may be amended from time to time. The Vendor resultant contract shall be held in Palm Beach County and the is specifically required to: contractual obligations shall be interpreted according to the laws of Florida. 1) Keep and maintain public records that ordinarily and necessarily would be required by the County in order to perform the service; I. LEGAL EXPENSES: The County shall not be liable to a vendor for 2) Upon request from the County's Custodian of Public Records any legal fees, court costs, or other legal expenses arising from the ("County's Custodian") or the County's representativellialson, on interpretation or enforcement of this contract,or from any other matter behalf of the County's Custodian, provide the County with a copy generated by or relating to this contract. of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed m. NO THIRD PARTY BENEFICIARIES: No provision of this Contract is the cost provided in Chapter 119 or as otherwise provided by intended to, or shall be construed to,create any third party beneficiary law. The Vendor further agrees that all fees, charges and or to provide any rights to any person or entity not a party to this expenses shall be determined in accordance with Palm Beach Contract, including but not limited to any citizen or employees of the County PPM CW-F-002, Fees Associated with Public Records County and/or vendor. Requests,as it may be amended or replaced from time to time. 3) Ensure that public records that are exempt, or confidential and n. SCRUTINIZED COMPANIES (WHEN CONTRACT VALUE IS exempt from public records disclosure requirements are not GREATER THAN $1 MILLION): As provided in F.S. 287.135, by disclosed except as authorized by law for the duration of the entering into a Contract or performing any work in furtherance of this contract term and following completion of the Contract, if the Sole Source solicitation, the VENDOR certifies that it, its affiliates, Vendor does not transfer the records to the public agency. suppliers,subcontractors and consultants who will perform hereunder, Nothing contained herein shall prevent the disclosure of or the have not been placed on the Scrutinized Companies With Activities in provision of records to the County. Sudan List or Scrutinized Companies With Activities in The Iran 4) Upon completion of the Contract,the Vendor shall transfer, at no Petroleum Energy Sector List created pursuant to F.S. 215.473,or on cost to the County, all public records in possession of the Vendor the Scrutinized Companies that boycott Israel List, or is engaged in a unless notified by the County's representativelliaison,on behalf of boycott of Israel,pursuant to F.S.215.4725,or is engaged in business the County's Custodian, to keep and maintain public records operations in Cuba or Syria. required by the County to perform the service. If the Vendor transfers all public records to the County upon completion of the If the County determines, using credible information available to the Contract, the Vendor shall destroy any duplicate public records public, that a false certification has been submitted by VENDOR, the that are exempt, or confidential and exempt from public records resulting Contract from this Sole Source solicitation may be terminated disclosure requirements. If the Vendor keeps and maintains and a civil penally equal to the greater of $2 million or twice the public records upon completion of the Contract,the Vendor shall amount of this Contract shall be imposed,pursuant to F.S.287.135. meet all applicable requirements for retaining public records. All records stored electronically by the Vendor must be provided to 3. SUBMISSION OF RESPONSE: Response must be submitted on the County, upon request of the County's Custodian or the County's provided Sole Source "Response" Form. Responses on vendor representativelliaison, on behalf of the County's Custodian, in a letterheadlquotation forms shall not be accepted. Responses must be format that is compatible with the information technology systems signed by an agent of the company having authority to bind the of the County,at no cost to the County. company or firm. FAILURE TO SIGN THE RESPONSE FORM AT THE INDICATED PLACE(S) SHALL BE CAUSE FOR REJECTION OF THE Vendor acknowledges that it has familiarized itself with the RESPONSE. Responses are to be submitted to the Palm Beach requirements of Chapter 119, F. S., and other requirements of state County Purchasing Department representative no later than the law applicable to public records not specifically set forth herein. time indicated herein. Failure of the Vendor to comply with the requirements of this Section, Chapter 119, F.S.and other applicable requirements of state law,shall a. CERTIFICATIONS, LICENSES AND PERMITS: Unless otherwise be a material breach of this Contract. The County shall have the right directed in the Special Conditions of this solicitation, vendor should to exercise any and all remedies available to it for breach of contract, include with its response a copy of all applicable Certificates of including but not limited to,the right to terminate for cause. Competency issued by the State of Florida or the Palm Beach County Construction Industry Licensing Board in the name of the vendor IF THE ' VENDOR HAS QUESTIONS shown on the response page. It shall also be the responsibility of the vendor to maintain a current Local Business Tax Receipt REGARDING THE APPLICATION OF (Occupational License) for Palm Beach County and all permits required to complete this contractual service at no additional cost to CHAPTER 119, FLORIDA STATUTES, Palm Beach County. A Palm Beach County Local Business Tax Receipt (Occupational License) is required unless specifically TO THE VENDOR'S DUTY TO exempted by law. In lieu of a Palm Beach County Local Business Tax Receipt(Occupational License),the vendor should include the current PROVIDE PUBLIC RECORDS Local Business Tax Receipt (Occupational License) issued to the vendor in the response. It is the responsibility of the vendor to ensure RELATING TO THIS CONTRACT, that all required certifications, licenses and permits are maintained in PLEASE CONTACT THE CUSTODIAN force and current throughout the term of the contract. Failure to meet OF PUBLIC RECORDS AT RECORDS this requirement shall be considered default of contract. REQUEST, PALM BEACH COUNTY b' vendor agrees DdRp omises hat,ICduring ting REQUEST, aspublic PUBLIC AFFAIRS DEPARTMENT, 301 emergency, disaster, hurricane, Flood, or acts of God, Palm Beach Page 924 of 1324 Page 4 ol�1,3 County shall be given "first priority" for all goods and services under accepted. this contract. Vendor agrees to provide all goods and services to Palm Beach County during and after the emergency at the terms,conditions, PALM BEACH COUNTY and prices as provided in this solicitation on a "first priority" basis. FINANCE DEPT. Vendor shall furnish a 24-hour phone number to the County in the P.O.BOX 4036 event of such an emergency. WEST PALM BEACH, FL 33402-4036 c. SALES PROMOTIONS f PRICE REDUCTIONS: Should sales Payment shall be made by the County after goods 1 services have promotions occur during the term of the contract that lower the price of been received, accepted and properly invoiced as indicated in the the procured item, the vendor shall extend to the County the lower contract and 1 or order. Invoices must bear the order number. The price offered by the manufacturer on any such promotional item. Florida Prompt Payment Act is applicable to this solicitation. Interest Further,any price decreases effectuated during the contract period by penalties will only be paid in accordance with the Florida Prompt reason of market change or otherwise, shall be passed on to Palm Payment Act,Florida Statute 218.70. Beach County. Additionally,anytime after award,the vendor may offer a reduced price which shall remain in effect for the duration of the Note: Palm Beach County Vendors can now be paid by Credit contract. Card via the County's voluntary Payment Manager Program. For vendors who don't have a merchant account, one is needed to utilize d. VENDOR'S NON-DISCRIMINATION POLICY: The vendor shall the Program. For vendors with a merchant account, you will need to perform the following and shall use the attached form "Non- enroll with the Palm Beach County Clerk & Comptroller's office. For Discrimination Policy"in order to do the same: information, contact the Palm Beach County Clerk & Comptroller at gbcpavmentmg vpaimbeacholerk.corn or 561-355-7851. 1. Submit to Palm Beach County a copy of its non- discrimination policy,which shall be consistent with the non- d. CHANGES: The Director of Purchasing, Palm Beach County, by discrimination policy of Palm Beach County as set forth in written notification to the vendor may make minor changes to the Section 2.b.hereinabove;OR contract terms. Minor changes are defined as modifications which do 2. In the event that the vendor does not have a written non- not significantly alter the scope, nature,or price of the specified goods discrimination policy, the vendor shall sign and submit to or services. Typical minor changes include, but are not limited to, Palm Beach County a statement affirming that its non- place of delivery, method of shipment, minor revisions to customized discrimination policy is in conformance with Palm Beach work specifications, and administration of the contract. The vendor County's non- discrimination policy as provided in Palm shall not amend any provision of the contract without written Beach County Resolution R-2014-1421, as may be notification to the Director of Purchasing,and written acceptance from amended. the Director of Purchasing or the Board of County Commissioners. The vendor shall satisfy the requirements set forth in this Section 3.d. e. DEFAULT: The County may, by written notice of default to the prior to execution of a contract with Palm Beach County and within a vendor,terminate the contract in whole or in part if the vendor fails to time frame specified by Palm Beach County(normally within 2 working satisfactorily perform any provisions of this solicitation or resultant days of request). The vendor's failure to satisfy the requirements set contract, or fails to make progress so as to endanger performance forth herein shall render its bid non-responsive. If is the responsibility under the terms and conditions of this solicitation or resultant contract, of the successful bidder to maintain a non-discrimination policy that or provides repeated non-performance, or does not remedy such conforms with the County's policy as set forth in Section 2.b. failure within a period of 10 days (or such period as the Director of hereinabove throughout the term of the contract. Failure to meet this Purchasing may authorize in writing) after receipt of notice from the requirement shall be considered a default of contract. Director of Purchasing specifying such failure. In the event the County terminates this contract in whole or in part because of default of the 4. CONTRACT ADMINISTRATION vendor,the County may procure goods andlor services similar to those terminated,and the vendor may be liable for any excess costs incurred a. DELIVERY AND ACCEPTANCE: Deliveries of all items shall be due to this action. made as soon as possible. Deliveries resulting from this solicitation are to be made during the normal working hours of the County. Time If it is determined that the vendor was not in default or that the default is of the essence and delivery dales must be met. The vendor shall be was excusable (e.g., failure due to causes beyond the control of, or responsible for making any and all claims against carriers for missing without the fault or negligence of, the vendor), the rights and or damaged items. obligations of the parties shall be those provided in "Termination for Convenience"as stated below. Delivered items shall not be considered"accepted"until an authorized agent for Palm Beach County has, by inspection or test of such items, f. TERMINATION FOR CONVENIENCE: The Director of Purchasing determined that they appear to fully comply with specifications. The may, whenever the interests of the County so require, terminate the Board of County Commissioners may return, at the expense of the contract, in whole or in part, for the convenience of the County. The vendor and for full credit, any item(s) received which fail to meet the Director of Purchasing shall give five (5) days prior written notice of performance standards. termination to the vendor, specifying the portions of the contract to be terminated and when the termination is to become effective. If only b. FEDERAL AND STATE TAX: Palm Beach County is exempt from portions of the contract are terminated, the vendor has the right to Federal and State taxes. The authorized agent for Purchasing shall withdraw,without adverse action,from the entire contract. provide an exemption certificate to the vendor,upon request. Vendors are not exempted from paying sales tax to their suppliers for materials Unless directed differently in the notice of termination,the vendor shall to fulfill contractual obligations with the County, nor are vendors incur no further obligations in connection with the terminated work,and authorized to use the County's Tax Exemption Number in securing shall stop work to the extent specified and on the date given in the such materials. Any sales tax paid by vendors to their suppliers for notice of termination. Additionally, unless directed differently, the materials to fulfill contractual obligations with the County are not vendor shall terminate outstanding orders and/or subcontracts related reimbursable by the County to the vendor. to the terminated work. c. PAYMENT: In order for Palm Beach County to make payment, the g. REMEDIES: No remedy herein conferred upon any party is intended Vendor's Legal Name; Vendor's Address; and Vendor's TINIFEIN to be exclusive of any other remedy,and each and every such remedy Number on the Vendor's response must be exactly the same as it shall be cumulative and shall be in addition to every other remedy appears on the invoice and in Palm Beach County's VSS system given hereunder now or hereafter existing at law, or in equity, by which can be accessed at hRRK./1EbcvssE.co.paIm- statute or otherwise. No single or partial exercise by any party of any teach.fl.uslwobaDpivsspiAltSeltService, Vendor shall send ALL right, power, or remedy hereunder shall preclude any other or further ORIGINAL invoices to the following address and may send copies of exercise thereof. invoices to the Palm Beach County Department requesting the goods/services. Invoices submitted on carbon paper shall not be Page 925 of 1324 Page 5A t > h. RENEWAL OPTION: The contract shall be for twelve (12) months with the option to renew for four (4) additional twelve (12) month periods. The option for renewal shall only be exercised upon verification of continued sole source status and upon mutual written agreement with all original terms and conditions adhered to with no deviations. At the beginning of each of the four (4) twelve (12) month option periods, the County may consider a single annual price adjustment to the unit price(s)based on new pricing from the vendor. Any renewal including subsequent price adjustments shall be subject to the appropriation of funds by the Board of County Commissioners. 5. PALM BEACH COUNTY OFFICE OF THE INSPECTOR GENERAL AUDIT REQUIREMENTS: Pursuant to Palm Beach County Code, Section 2-421 — 2-440, as amended, Palm Beach County's Office of Inspector General is authorized to review past, present and proposed County contracts, transactions, accounts, and records. The Inspector General's authority includes, but is not limited to,the power to audit, investigate, monitor, and inspect the activities of entities contracting with the County, or anyone acting on their behalf, in order to ensure compliance with contract requirements and to detect corruption and fraud. Failure to cooperate with the Inspector General or interfering with or impeding any investigation shall be a violation of Palm Beach County Code, Section 2-421 -- 2-440, and punished pursuant to Section 125.69, Florida Statutes, in the same manner as a second degree misdemeanor. THIS IS THE END OF"GENERAL CONDITIONS." Page 926 of 1324 Page 6 a)-l3 SPECIAL CONDITIONS 6. GENERALISPECIAL CONDITION PRECEDENCE In the event of conflict between General Conditions and Special Conditions, the provisions of the Special Conditions shall have precedence. 7. CRIMINAL HISTORY RECORDS CHECK This solicitation includes sites and/or buildings which have been designated as either"critical facilities"or "criminal justice information facilities"pursuant to Palm Beach County Code Section 2-371 through 2-377, the Palm Beach County Criminal History Records Check Ordinance ("Ordinance"), and Resolution R-2003-1274, as amended. County staff representing the User County Department will contact the vendor and provide specific instructions for meeting the requirements of this Ordinance. This provision applies to and must be adhered to by all vendors, contractors, and subcontractors of contractors, including repair persons and delivery persons, who are unescorted when entering critical facilities or criminal justice information facilities. Individuals passing the background check will be issued a badge. Vendor shall make every effort to collect the badges of its employees and its subcontractors' employees upon conclusion of the contract work and return them to the County. If the vendor or its subcontractor terminates an employee who has been issued a badge, the vendor must notify the County within two (2) hours. At the time of termination, the vendor shall retrieve the badge and return it to the County in a timely manner. The County reserves the right to suspend any vendor that; 1) does not comply with the requirements of County Code Section 2-371 through 2-377 as amended; 2) does not contact the County regarding a terminated vendor employee or subcontractor employee within the stated time; or 3)fails to make a good faith effort in attempting to comply with the badge retrieval policy. 8. METHOD OF ORDERING (TERM CONTRACT) A contract shall be issued for a term of twelve (12) months or until the estimated amount is expended, at the discretion of the County. The County will order on an "as needed" basis. 9. F.O.B. POINT The F.O.B. point shall be destination. Exact delivery point will be indicated on the term contract delivery order (DO). Responses showing other than F.O.B. destination shall be rejected. Vendor retains title and assumes all transportation charges, responsibility, liability and risk in transit, and shall be responsible for the filing of claims for loss or damages. 10. DELIVERY Delivery shall be required within fifteen 15 business days after receipt of term contract delivery order(DO) unless a modified delivery date has been requested by the vendor and approved in writing by the Purchasing Director or his/her designee. Failure of the vendor to perform to the delivery requirement is sufficient cause for default and termination of the contract. 11. AS SPECIFIED A term contract delivery order(DO) will be issued to the vendor with the understanding that all items delivered must meet the specifications herein. Palm Beach County will return, at the expense of the vendor, items not delivered as specified. 12. ESTIMATED EXPENDITURES The anticipated term of the contract to be awarded as a result of this solicitation is for twelve (12) months. The anticipated value during the contract term is $330.975. Palm Beach County reserves the right to increase or decrease the anticipated value as necessary to meet actual requirements, and to re-solicit for the contracted goods and services at any time after the anticipated value of this contract has been reached, notwithstanding that the anticipated term has not been completed. 13. WORK SITE SAFETYISECURITY The vendor shall at all times guard against damage or loss to the property of Palm Beach County, the vendor's own property, and/or that of other contractors, and shall be held responsible for replacing or repairing any such loss or damage. When applicable, the vendor shall provide fences, signs, barricades, flashing lights, etc., at no additional cost to the County, necessary to protect and secure the work site(s) and insure that all County, State of Florida, OSHA, and other applicable safety regulations are met. Additionally, vendor shall provide for the prompt removal of all debris from Palm Beach County Page 927 of 1324 Page 7 e t� property. Palm Beach County may withhold payment or make such deductions as deemed necessary to ensure reimbursement or replacement for loss or damage to property through negligence of the vendor or its agents. 14. INSURANCE REQUIRED It shall be the responsibility of the vendor to provide evidence of the following minimum amounts of insurance coverage to Palm Beach County, c/o Insurance Tracking Services, Inc. (ITS), P.O. Box 20270, Long Beach, CA 90801. Subsequently, the vendor shall, during the term of the Contract, and prior to each renewal thereof, provide evidence of insurability to ITS at c _ins c in_®.com or fax (562) 435-2999, which is Palm Beach County's insurance management system, prior to the expiration date of each and every insurance required herein. Commercial General Liability Insurance. Vendor shall maintain Commercial General Liability Insurance, or similar form, at a limit of liability not less than $500,000 Each Occurrence for Bodily Injury, Personal Injury and Property Damage Liability. Coverage shall include Premises and/or Operations, Independent Contractors, Products and/or Completed Operations, Personal Injury/Advertising Liability, Contractual Liability and Broad Form Property Damage coverages. Coverage for the hazards of explosion, collapse and underground property damage(X-C-U) must also be included when applicable to the work to be performed. This coverage shall be endorsed to include Palm Beach County as an Additional Insured. Business Auto Liability Insurance. Vendor shall maintain Business Auto Liability Insurance at a limit of liability not less than $500,000 Combined Single Limit Each Accident for all owned, non-owned, and hired automobiles. (In this context, the term "Autos" is interpreted to mean any land motor vehicle, trailer or semi trailer designed for travel on public roads.) In the event vendor neither owns nor leases automobiles, the Business Auto Liability requirement shall be amended allowing vendor to maintain only Hired & Non-Owned auto Liability and shall provide either an affidavit or a letter on company letterhead signed by the vendor indicating either the vendor does not own any vehicles, and if vehicles are acquired throughout the term of the contract, vendor agrees to purchase "Owned Auto" coverage as of the date of acquisition. This amended requirement may be satisfied by way of endorsement to the Commercial General Liability, or separate Business Auto coverage form. Workers' Compensation and Employer's Liability Insurance. Vendor shall maintain Workers' Compensation & Employer's Liability Insurance in accordance with Florida Statute Chapter 444. A signed Certificate or Certificates of Insurance, evidencing that required insurance coverages have been procured by the vendor in the types and amounts required hereunder shall be transmitted to the County via the Insurance Company/Agent within a time frame specified by the County(normally within 2 working days of request). Failure to provide required insurance shall render your response non responsive. Except as to Business Auto, Workers' Compensation and Employer's Liability (and Professional liability, when applicable), said Certificate(s) shall clearly confirm that coverage required by the contract has been endorsed to include Palm Beach County as an Additional Insured. Said Certificate(s) of Insurance shall, to the extent allowable by the insurer, include a minimum thirty (30) day endeavor to notify due to cancellation (10 days for nonpayment of premium) or non-renewal of coverage. It is the responsibility of the vendor to ensure that all required insurance coverages are maintained in force throughout the term of the contract. Failure to maintain the required insurance shall be considered default of contract. All insurance must be acceptable to and approved by County as to form, types of coverage and acceptability of the insurers providing coverage. Vendor shall agree that a[] insurance coverage required herein shall be provided by vendor to County on a primary basis. Page 928 of 1324 Page S AC I3 SPECIFICATIONS SOLE SOURCE SOLICITATION#SS5554421KM IXOM WATERCARE, INC. MIEX DOC RESIN, PURCHASE AND DELIVERY OF,TERM CONTRACT PURPOSE AND INTENT The sole purpose and intent of this solicitation is to secure firm, fixed pricing and establish a term contract for the purchase and delivery of Ixom Watercare, Inc. Miex DOC Resin for the County. CURRENT DELIVERY LOCATION Palm Beach County Water Utilities Department WTP#2 2956 Pinehurst Drive West Palm Beach, FL 33467 Palm Beach County reserves the right to add or delete delivery locations during the term of this contract, including locations within the Glades area, at its sole discretion. COUNTY'S RESPONSIBILITIES The County shall: • Order services on an as needed basis. • Be responsible for unloading of chemical deliveries. • Operate plant according to plant operating manual provided by vendor and to maintain records of operating history and conditions during the term of the contract. • Provide access to relevant records and calculations on request. VENDOR'S RESPONSIBILITIES The vendor shall: • Provide chemical in 1000 Liter Bulk packs(Totes) containing 900L of settled resin. COUNTY ACCEPTANCE Payment shall be rendered ONLY upon the County's satisfaction acceptance of item(s) delivered. Acceptance is defined as meeting all the terms, conditions and specifications as stated herein. PAYMENT Payment is based upon the pricing offered on the response page and no additional compensation shall be offered or paid. Price shall include, but not be limited to, all supervision, labor, equipment, materials, tools, machinery, transportation and other facilities and services necessary to fully and completely provide the item(s)as specified herein. Page 929 of 1324 Page 9 o� 13 SOLE SOURCE RESPONSE PAGE SOLICITATION#SS5554421KM IXOM WATERCARE, INC. MIEX DOC RESIN, PURCHASE AND DELIVERY OF,TERM CONTRACT ITEM DESCRIPTION ESTIMATED UNIT UNIT TOTAL OFFER NO. 12 MONTH PRICE QUANTITY 1. IXOM WATERCARE, INC. MIEX DOC RESIN AS 25 TOTE $ 3 2 $ SPECIFIED HEREIN �- Acknowledge Criminal History Records Check requirement, per Term#7? YES/INITIAL RAi Acknowledge Insurance requirements, per Term #14? YES/INITIAL Acknowledge Non-Discrimination Policy Form is included as specified herein? YESIINITIAL — * PLEASE AFFIX SIGNATURE WHERE INDICATED By signature on this document, vendor acknowledges and agrees that its offer includes and accepts all terms, conditions, and specifications of the County's solicitation,without exception, change or alteration of any kind, except as may have been amended by the County prior to the due date of this solicitation. FIRM NAME: (Enter the entire legal name of the bidding entity) DATE: Y_CA VjATE 9__ . (Z6 r I N& e[;k/ZJ1-7 �± / I�,� PRINT NAME. tk%^ � A. Cl46Lf * SIGNATURE: "k J�(!�- PRINT TITLE: C°O)m #ea� /M]cx ADDRESS: gISO -/aK KQ64 ST CITY I STATE: CGRTr_tAlq 1 AL , C-a _ ZIP CODE: 601t Z TELEPHONE# (15o3) '76$ 7 54n E-MAIL: Vk6elr-C EMERGENCY#( 3,3 ) -7 b t�, _7545 FAX M ( 3a,3) °71,$ Z 5 Z 3 (as required herein) TOLL FREE # ( 8 77 ) -4 t4 0"I APPLICABLE LICENSE(S) NUMBER # TYPE: FEDERAL ID# `7 Page 930 of 1324 i Page 10 4-13 NON-DISCRIMINATION POLICY FORM SOLE SOURCE SOLICITATION #SS5554421KM Pursuant to Palm Beach County Resolution R-2014-1421 ("Resolution"), as may be amended, it is the policy of the Board of County Commissioners of Palm Beach County ("County") that the County "shall not conduct business with nor appropriate any funds for any organization or entity that practices discrimination on the basis of race, color, national origin, religion, ancestry, sex, age, familial status, marital status, sexual orientation, gender identity and expression, disability, or genetic information." This Resolution requires that each organization or entity doing business with the County is "required to submit a copy of its non-discrimination policy, which shall be consistent with the non-discrimination policy stated above, prior to entering into any contract with the County." In the event an organization or entity does not have a written non-discrimination policy, such organization or entity "shall be required to sign a statement affirming their non- discrimination policy is in conformance with this resolution." Check one: (�) Organization/Entity hereby attaches its non-discrimination policy, which is consistent with the County's Non-Discrimination Policy and Resolution. OR (1/) Organization/Entity hereby acknowledges that it does not have a written non-discrimination policy and hereby affirms by signing below that its non-discrimination policy is in conformance with the County's Non-Discrimination Policy and Resolution. ORGANIZATION 1 ENTITY INFORMATION: . �-.Xu,r►�► W a�-�C�L enc. Name of Organization or Entity Signature ,q n& ¢. CA-A Le Name (type or print) G1,ha-{ Title ` Rev. 06.13.2017 Page 931 of 1324 i T1! Exceptions to General Conditions: 4. e. DEFAULT: "In the event the County terminates this contract in whole or in part because of default of the vendor,The County may procure goods and/or services similar to those terminated" please strike the remainder of the sentence. Ixom cannot be liable for what another vendor may charge for their products. IXOM Amendments to PBC General and Special Conditions: 1. RETURNS: Returned Goods shall not be accepted unless Buyer obtains prior written approval and transportation instructions from Seller.All Goods returned to Seller must be in full containers or cases, unopened and in the same condition as when delivered. If a return is approved by Seller,Goods may be returned for exchange or credit only.Seller shall give no cash refunds for returned Goods.Approved returned Goods are subject to a restocking charge of 15%of the invoiced value of such Goods and Buyer shall pay all transportation charges. 2. LIMITED WARRANTY: a) Subject to Section 2(e)and Section 3 below,Seller warrants title and that the Goods shall conform to Seller's standard sales specifications in effect at the time of manufacture or the specifications agreed by the parties in writing and contained or referenced in the order. b) Buyer is solely responsible for determining that the Goods and their specification and scope are appropriate for Buyer's intended use.Any advice or recommendations by Seller with respect to the Goods or the use of the Goods are provided in good faith based on tests or experience believed to be reliable but such advice or recommendations are not warranted. Buyer agrees that it is responsible for ensuring that Goods that comply with the warranties in Section 2(a)are fit and suitable for its purposes, requirements, processes,plant and equipment. c) To the maximum extent permitted by law,Seller makes no other representation or warranty of any kind, and hereby expressly disclaims all other representations or warranties,express,implied,statutory or arising from a course of dealing,usage of the trade or otherwise,including without limitation any representation or warranty as to merchantability, fitness for a particular purpose, or any other matter with respect to the goods,whether used alone or in combination with any other goods, substances processes or materials or services. d) In the event the exclusion of some or all of such warranties under section 2(c)for certain goods subject to this contract would be illegal, any additional warranty would be limited to the warranty required by applicable law and to the extent permitted by such law,would be subject to section 2(e)and section 3,and is conditioned upon use in accordance with label directions under normal conditions reasonably foreseeable to seller with buyer assuming the risk of any use contrary to label directions,under abnormal conditions or under conditions not reasonably foreseeable to seller. e) Seller's sole liability and Buyer's sole remedy for breach of warranty are specifically limited to the repair of the goods(or re-performance of services when applicable)or the cost thereof where Seller fails to perform such repair necessitated by a breach of warranty, and such liability and remedy are exclusive of all other liabilities and remedies. Should these remedies be found inadequate or to have failed of their essential purpose for any reason whatsoever,Buyer agrees that the return of the amount paid by buyer to seller for Page 932 of 1324 i the purchase of the goods which fail to conform with the warranties set forth in section 3 shall be considered a fair and adequate remedy and prevent the remedies from failing of their essential purpose. 3. LIMITATIONS OF LIABILITY: (a)The liability of Seller and its affiliates to Buyer under and in connection with the Contract is limited to the price allocable to the Goods giving rise to the claim and in no event shall the cumulative liability of Seller howsoever arising,whether under warranty, contract,tort, negligence, strict liability, indemnification, defense or any other cause or combination of causes whatsoever,exceed the total payment received from Buyer under the Contract in connection with the Goods. (b)To the extent permitted by law and not withstanding any provision to the contrary in the contract,Seller shall not be liable for special, indirect, incidental, or consequential damages, including without limitation, and loss of profits; loss of business revenues, loss of capital,failure to realize expected profits or savings, overhead costs, loss by reason of service interruption or increased expense of operation, loss of goodwill, loss of reputation, loss of value in any intellectual property, damages or liquidated sums payable pursuant to other agreements orto otherthird parties, other economic losses, whether arising under warranty, contract; negligence (including negligent misrepresentation) or other tort, strict liability, breach of statue, indemnification, or any other cause or combination of causes, including any theories of concurrent liability arising from a duty of care by operation of law or otherwise. This limitation of liability set forth in this Section 3 shall not apply to third-party claims of death or personal injury. 4. SAFE STORAGE HANDLING AND USE: ASSUMPTION OF RISK: Buyer acknowledges that it is familiar with the risks associated with the storage, handling and use of Goods and any waste resulting therefrom.Accordingly and notwithstanding anything to the contrary set forth in the Contract, Buyer covenants and warrants and shall ensure that(i)that it and its employees, agents, carriers and customers are familiar with and adhere to all necessary and appropriate precautions and safety measures to safely store, handle or use the Goods; (ii)it and its employees,agents, carriers and customers shall comply with all applicable Laws, including without limitation,environmental laws and regulations pertaining to the storage, handling and use of Goods; (iii)shall obtain and comply with all required permits and licenses. Seller takes no responsibility for, and Buyer assumes all risks associated with waste characterization, regulatory status and chemical composition of any product, process, material,waste or substance into which the Goods are incorporated or applied.Without limiting the foregoing, Buyer shall further ensure that all storage tanks,vessels, and pipes, hoses and valves and other components used by Buyer or its employees, agents, carriers and customers to store, handle and transfer Goods which are bulk chemicals are properly installed and maintained to prevent injury, death or loss of containment during storage, handling and transfer of such Goods. If Buyer resells or distributes Goods to third parties, Buyer assumes responsibility for ensuring that it provides detailed instructions to such third parties regarding safe storage, handling and use of those Goods and any Storage Items or packaging in which such Goods are stored.To the maximum extent allowed by law, Buyer assumes all risks and liability whatsoever for all injuries, losses and damages to persons or property or otherwise as a result of(i) Buyer's, its employees',agents', carriers' or customers' handling, possession,further processing,storage, use treatment,transportation, disposal, sale or other use or disposition of the Page 933 of 1324 Goods,whether used alone or in combination with other products, materials, substances or wastes, (ii) Buyer's, its employees', agents', carriers' or customers'violation or alleged violation of any Law, or(iii) Buyer's breach of any of its obligations set forth herein. 5. FORCE MAJEURE: Shipments or deliveries may be totally or partially suspended or delayed by Seller during any period in which the Seller may be prevented or hindered from manufacture,delivery or supply through any circumstances outside Seller's reasonable control or where such manufacture, delivery or supply is rendered materially more expensive by such circumstances. Circumstances beyond Seller's reasonable control shall include,without limitation,strikes, lockouts or other labor difficulty; acts of carriers; acts of God;acts of civil or military authorities; acts or omissions of Buyer;war; riot; fire; explosion;acts of terrorism;flood; any inability to obtain or lack of any necessary or adequate materials,inputs, fuel, power, labor, equipment,containers,facilities or services on usual terms; power or water shortage; accidents or breakdowns or failures of plant or machinery or apparatus; delays,congestions or blockages at sea ports or transport depots or software, hardware or communication network; changes in applicable Laws;or any other event,whether or not enumerated herein,beyond the reasonable control of Sellerthat makes impractical the manufacture,transportation or shipment of the Goods or of a material or other resource upon which the manufacture,transportation or shipment of the Goods depends.Seller shall not incur any liability to Buyer in respect of such suspension. 6. INTELLECTUAL PROPERTY: Seller is the sole and exclusive owner of the Intellectual Property in the Goods and processes incorporated in such Goods, and the rights attached to that Intellectual Property. Nothing herein grants to Buyer any right,title or interest in or to any of the Intellectual Property in the Goods. Buyer shall not claim to have acquired any right, title or interest to the Intellectual Property in the Goods by virtue of purchasing Goods sold hereunder. Buyer shall not deconstruct, reverse compile or reverse engineer the Goods in any way for the purpose of deciphering or replicating the chemical composition of the Goods.As used herein,"Intellectual Property"means any intellectual or industrial property right anywhere in the world including, without limitation, any patent, patent application, utility model, copyright (including copyright in manuals, databases, and promotional materials), registered design and other design rights, unpatented secrets and innovations, confidential information, and any other rights that may subsist anywhere in the world in improvements, inventions and other manufacturing processes or technical and other information of Seller. Buyer shall not resell,distribute or supply the Goods to any third party for any reason without Seller's prior written consent. Page 934 of 1324 7.E. BIDS AND PURCHASES OVER$100,000 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Approve the purchase of replacement vehicles as approved in the Fiscal Year 2018-19 budget in the estimated amount of$809,646 by utilizing the following contract: Florida Sheriff's Association Contract#FSA18-VEL26.0 and#FSA18-VEH16.0 for twenty six(26) replacement vehicles. EXPLANATION OF REQUEST: The Fleet Administrator recommends the annual purchase of twenty six(26) replacement vehicles for Police, Fire/Rescue, Recreation, and Utilities as approved in the Fiscal Year 2018-19 budget. Attached is a spreadsheet indicating vendor, number of units ordered, user department, bid/contract information and cost. Florida Sheriff's Association Contract#FSA18-VEH16.0 and#FSA18-VEL26.0 (Effective October 1, 2018— September 30, 2019) The Fleet Maintenance Division intends to award the following vendors for purchase as follows (see attached Exhibit 1 for vendor details): 1. Duval Ford for fifteen (15) vehicles, three (3)for utilities in the amount of$205,387.00, one (1)for the warehouse in the amount of$31,692.00, three (3) for Fire/Rescue in the amount of$79,036.00, and seven (7) for Police in the amount of$149,808.00. These units utilize the Florida Sheriff's Contracts#FSA18- VEH16.0 and#FSA18-VEL26.0. 2. Prestige Ford for one (1) vehicle for Recreation in the amount of$30,578.00. This unit utilizes the Florida Sheriff's Contract#FSA18-VEL26.0. 3. GHS Motorsport for one (1)ATV for Recreation in the amount of$9,876.00. This unit utilizes the Florida Sheriff's Contract#FSA1 8-VEH1 6.0. 4. Alan Jay Fleet sales for three (3) vehicles, two (2) for Utilities in the amount of$61,107.66 and one (1) for Police in the amount of$34,182.33. These units utilize the Florida Sheriff's Contracts#FSA18-VEL26.0. 5. Auto Nation Chevrolet for three (3) vehicles, two (2)for Police in the amount of$34,992.00 and one (1) for Fire Rescue in the amount of$17,496.00. These units utilize the Florida Sheriff's Contracts#FSA18- V E L26.0. 6. Kelly Tractor for one (1) lift for Utilities in the amount of$97,070.00. This unit utilizes the Florida Sheriff's Contract#FSA1 8-VEH1 6.0. 7. Garber Auto Mall for two (2) vehicles for Police in the amount of$58,421.10. These units utilize the Florida Sheriff's Contracts#FSA18-VEL26.0. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? These twenty six(26) replacement vehicles will be used throughout the City to provide services to our residents. Page 935 of 1324 FISCAL IMPACT: Budgeted The budgeted amount for Fiscal Year 2018-19 budget for twenty six(26) replacement vehicles is $852,756.00 ALTERNATIVES: Do not purchase vehicles. STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: CONTRACTS VENDOR NAME: Various Vendors- see attached excel list START DATE: 10/1/2018 END DATE: 9/30/2019 CONTRACT VALUE: MINORITYOWNED CONTRACTOR?: No EXTENSION AVAILABLE?: No EXTENSION EXPLANATION: Page 936 of 1324 ATTACHMENTS: Type Description D Attachment Agenda Attachment- Fleet Vehicle Purchases FY2018-19 v2 - Spreadsheet Agenda Attachment- Florida Sheriff's Contracts D Contract A13-i! H16 & A13-i! L2 for Vehicle's Listed#1 Agenda Attachment- Florida Sheriff's Contract D Contract #FSA18-VEL26 for Vehicle listed#2 D Contract Agenda Attachment- Florida Sheriff's Contract #FSA18-VEH16 for Vehicle listed#3 D Contract Agenda Attachment- Florida Sheriff's Contract #FSA18-VEL26 for Vehicles listed#4 D Contract Agenda Attachment- Florida Sheriff's Contract #FSA16-VEL26 for Vehicles listed#5 D Contract Agenda Attachment- Florida Sheriff's Contract #FSA18-VEH16 for Vehicle listed#6 D Contract Agenda Attachment- Florida Sheriff's Contract #FSA18-VEL26 for Vehicle's Listed#7 Page 937 of 1324 O a CD o O a d e 0 _ ay O q d q 4R q R d R fm 0 ,o w F- lz a O 2 0A A ® Iti to CD r CD ID 0 ca Intir r' r aq C2 ra w: r OD N r N O r w 49N ('7 CD C30 CD CD CD 0 ca Cb 0 ca C30 ID R O 0 0 ® r O r p.: . ® r 0 ri k go v- r co A L� (Y) r r r 40 0') IL C6 co CD a CD C30w eb CD O O O a a ® O O O_... Lu . A tiQ 40 n T o r P• _94 m OCLAr r P: co P F- H N r N N go r r r N 40 CL CL Fa a a a a aa aCLa ® J J J Z J ® Y r r Ob eb r r r r r 46 ® on A. Gsi r N . IL -LL 1L._ tLq& Y. LLUHL. LL M. U- ti '.....1L LL LL ,4. LL -.. O C F V a CL m a m� 0 7 M IL CL3 0 O O c luC 0 O tl CI IL. J r In ( �m In In 0 0 Ifr pi r a x 92LL a LL ® C CLL W — 12 f0 d a — C _eC 0 O O O 0O O LL o E V r r r r r r r r r rr � t .pry ra r v w v .r. w er vv v v o.a .w w v wr d a Z CL ® t LLO LL LL LL 00 LL LL LLO LL LL FSA I 8-VEH 16.01 Competitive Purchasing (https://www.facebook.com/floridasheriffsassociation� .�� FLORIDA E F ASSOCIATION (https://www.fl sheriffs.orgn Become a Member :H r i ri . r / - r i -L I ) About Sheriffs Programs Publications Join :H rshi ri s. r / - i - . I) Renew Membership( :/1 r i ri r rshi . I ) PURCHASINOPROORAM c Back to Main Pu-rchasing Page (https://www.fisheriffs.org/law-enforcement- prog ra ms/coope rative-purch as Ing-p rog ram) FSA 18-VEH 16.0 CAB 5 CHASSISTRUCK'S EQUIPMENT Effective r 1, 2018—September 30, 2019 ` A / of 1324 FSAI S-VEH16.0 I Competitive Purchasing Program Page 2 of 8 The Florida Sheriffs Association first procured the Cab & Chassis and Heavy Equipment Contract in 2003. Since then it has grown to one of the premier large truck and equipment contracts for public works, parks and recreation, educational institutes and many others, For details of the products available, review the category you are seeking to purchase. Simply select the drop-down arrow and locate the vehicle of choice. The vehicle links will take you to pages that are solely dedicated to the bid award for that commodity. Continue to scroll the bottom of the page and find a link to all the bid supporting bid documents. %4 FLORIDA SHERIFFS ASSOCIATIOR ORDERING INSTRUCTIONS (HTTPS://S3.AMAZONAWS.COM/FSA- PURCHASING-2017/ORDERING-INSTRUCTIONS-VlO-19-17.PDF) VENDOR DIRECTORY (/UPLOADS/DOCS/16.0—AWARDED—VENDOR—DIRECTORY-101718.PDF) Products and Services Available Pcie 940 of 1324 hffps://www.flsheriffs.org&w-enfomment-pmgrms/p=hasing2Ol 8/cab-chassis-tracks... 1 /Z II/2018 FSAI 8-VEL26.01 Competitive Purchasing (https://www.facebook.com/floridesheriffsassociation� $ FLORIDA IS ASSOCIATION (hftps://www.fisheriffs.org6 Become r s:H r i . s ri s. r / - r i - I h About Sheriffs Programs Publications Join :1/ r i ri r 7 - i . I) Renew Membership ( :ll ri . ri 7 - i - f. . I ) PURCHASING c Back to Main urc sing Page (hftps://www.fisheriffs.org/law-enforcement- program s/ r iv - r i - r r ) FSA 18-VEL2G-0 POLICE RATED, ADMINISTRATIVE, UTILITY VEHICLES, TRUCKS AND VANS 2018-2019 Effective October 1, 2018 —September 30, 2079 https:/I s. - - / -r ... 1 411 of 1324 ® ' Competitive Purchasing Program Page 2 of 6 The Florida Sheriffs Association offers statewide purchasing contracts on a variety of vehicles, equipment, and services that are available to all eligible* agencies since 1993. While most agencies purchasing from our contracts are within the state of Florida, eligible* agencies from other states have used the contracts if their governing purchases ordinance allows. For details of the products available, review the category you are seeking to purchase. Simply select the drop-down arrow and locate the vehicle of choice. The vehicle links will take you to pages that are solely dedicated to the bid award for that commodity. Continue to scroll the bottom of the page and find a link to all the bid supporting bid documents FLORID "A' SHERIFFS ASSOCIATION tA "V ORDERING INSTRUCTIONS (HTTPS://S3.AMAZONAWS.COM/FSA- CPP-2018-2019/ORDERING-INSTRUCTIONS-VO9-25-18-PDF) VENDOR DIRECTORY (/UPLOADS/DOCS/26.0—AWARDED—VENDOR—DIRECTORY-101818.PDF) Products and Services Available :// . - - / Pan 98of 1324 httpswwwflsheriffs.or.g/lawenforeementprograms/purchasing20l8Police-r ... 11 ated-admi72 , Date: PUBLIC WORKS DEPARTMENT REQUEST FOR PURCHASE ORDER 11/13/2018 AccountNo.: 501-2515-591.64-31 P.O.NO Justification: FSA Contuct s vcifitio, .,,._a wRet nes dRv! 1 Rill TIart) .. Circle All that Apply RF I Ca .Outlawy Vendor: Utilities Public Water Replacing: 2032 Duval Fordo Address: Fed ED 9: ire°: : 904-387-6816 •T uv e . Phone: com 904-381-6599 e . QTY PRICE UNIT DESCRIPTION ITEM# COLOR SIZE TOTAL 1 $35,562.00 Each Ford F-55010 White $35,562.00 1 $78,535.00 Each Op mns per quote quote $7&535.00 i Pri ce Quote ( Vendor Name TOTAL $114.097. Page 943 of 1324 k t'55, ' ITt"Ot NT S HDuvid Ford RmtRimism 1_SILL�1R1Y Lam rarbeff �y 1 ,C i• (WON W&SM-N44 � $- M&W74910 �1 1 1618 VS."M1 b r t O&'*MffMA1&VKM0@hmwb1FS0I1&VNH&0 i speolliedonpwammmiumbe z i! •� ' �„; r � 4 C f � S ��'•6 ,�r,yea,a ` xi Vit.TRIM '„ DIESEL ENGINE r SPEED AUTO TRANS t R 'CAB TO AXLE - ,MANUAL WINDOWN DOOR LOOKS TIRE1: 1 EXTERIOR: OXFORD VMITE INTERIOR. GRAY VI VINYL FLOOR �...�-" „u]ELECTRIC BRAKE CONTROLLER CAB STEPS .. 814. 00 ®_ 00 ME RUNNING LIGHTS , IIL31 18,000LB PAYLOAD UPGRADE 1,154.00t 62R P CN k_....... �. UP CAMERA a 414.00w z ` [RACK U M 1, 189.00 'I"�TOW HDTRAILER TOWINOPACKAGE 1 1,346.00 k " TAG .NEWCrIYTAGANDTrrLE 9r JL LIS 11 LIGHTSAR.MTTOCABOHIE[AINCLUDES-BWrMN R R• E WITH OI 1,740.00 AMBER WITH CL SES , $-{ r et. 11 Knapholds Si ,INCLUDES BOTME GAB COMPARTMENT-CUR IDE 1 FPTO HO Hydrmuflo Oubiggers v DRANESK Mdmr 4421 Hydraulic � 7 p .`Pad PTO2 B .di k5R NCm Omprosew!I Reel8 0.00 Iw�ER 11INTHORImader STERLING CAB SHIELD wrrH LIGHTRAR PROVISION 31, rP ;4 ,nB der I VBiB j'SHIP THRO0OH TO BODY MANUFACTURER,INCLUDES PDI AND CERTIFICATION 1 U5.00 PhiNO%E B YEAR!100.000 PREMIUM MAINTENANCE PLAN FOR DIESEL CARE,20 VISITS AT 6,000 MILE INTERVALS $_ uIP rcRT hours per P $120 a I " � I=AO�� I r u0. IoonnwWm ncludes win% aho �a��a �F V PLA L �RCHASE ORDER WHERE DUVAL FORD IS TO SHIP Y VEHICLE, T VEHICLE I T TITLED, T INVOICE IS TO BE MAILED I } vt�ty r i7 � ;1 rl s-: { `1,77iti S i s� i z TL 5 ti s (" " vt" t{tt�s{iia ��v� ty}f fit' Yts r� s �v - k )�. Sr�1 3.�r { •�d ti d�1 a-...;ti lIr a ;T .r`t4" t..- 2 ,,,�;a, - \ '�7.>'.`�i... mi ,,f r e�v �� x3n�� 11l14l1a . 1Zm.xlmix Page 944 of 1324 rA FLORIDA AwRiNgRofs FLORIDA SHERIFFS ASSOCIATION & FLOREDA ASSOCIATION OF COUNTIES 179500 LB GVWR CAB & CHASSIS (DUAL REAR WHEEL)SPECIFICATION 1 -550 (M) (Alternate Dealer Option) Ile Ford F-550( )purchased through thiscontmct comes with all the standard equipmentasspecified the manufacturer for this model vehicle c i ( )requirements whichincluded of this 's vehicle rice as awarded by specification by zone. ZONE: Western Northern o BASE PRICE: $34,968.00 3 , 35,5 $35,562.00 While a Florida iAssociation1 i Association of Counties havee identify include o equipment items mostoften sted by participafing agencies for fall size vehicles, ize equipment needs and preferences are going agency.very from agency to In an effbrt to incorporate flexibilityinto our program,we have created specific add/delde options which allowser to tailor the vehicle to their particular wants or needs. The i lowing equipment delete and add options and their related cost are provided hem to assistyou in approximating1 cost of the type vehicle(s)you wish to order throughis program.Simplydeduct a cost of any of the IbIlowing equipment i you wish deletedthe best unit cost or add the cost of any equipment i s you wish added to the base unit cost to determinee approximatet of the type vehicle(s)you wish to order. NOTE:An official listing ll add/delete options and their prices should be obtained from the appropriate dealer in your zone when preparing your order.AdditionalI options other than those liked a a available a honored the i of a a rices. however,those listed Page 945 of 1324 VEHICLE: F-550(M)(ALTERNATE DEALERS) DEALER: Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE. Western Northern Central Southern BASE PRICE: $34,968.00 $34,%8.00 $35,562.00 $35,562.00 Order Code Delete Options All Zones 99Y Gas engine in lieu of diesel engine .$5,000.00' DUPALFORD,6.8L 3 F'Uhv Gas SOHC EFINA;7W YbrqSh#M Six-Speed'Aulatoxic w1SdkdSh#?*Ar tic ffiAUQ);incl.CNGIPropane Gnswas Engim Prop—Hw*md Engim Intake Valves and Valre Sews NOTE This package does not Include CNG1Prqpanefiwl tanks,Il s,etc.Vehicle will he equiAped with the standarid fiacrM-gawfine fuel system.Additional equomtem combined with Ceriffled calibration irfivsb is mquired,from an e.,dernal rt r,to cotnwrt the vehicle to a CN&Propaneftlad rehicle I Air conditionilng NAI DUl-ALFORD; AMIFM stereo radio NA] DWALFORD; 1 5571 Passenger air bag $25.00' DA . nal Pr Aiulms leu w110.000 tbs.or few GF 7VR 585 AMIFM UTLPORDFmiassenpand Wde rbagsCriaDete( &ema Ambalance Prop Packages(47AI4 7LJ or FYcw Prep PackW w1EPA Special Emissions—F Diesel EtWW(47J)) on-star NAI DUVALFORD.- I Satellite radio NAI DUVALFORD. I AFT tank for IS gallon mid ship NA I DUTALFORD, I D512 I Delete Option-Specify $100.001 DUFA LFORD;DELETES Spow Tire, Wheel andJack(Excludes cat7irp;hwindes 11ph-aulle Jack(61J)) I Delete Option-Specify NAJ DWALFORD, I Delete Option-Specify NA I DUPALFORD, I Delete Option-Specify NAI DUYALFORD,- I Delete Option-Specify NAI DUIALFORD; Order Code Add Options All Zones 99R I Engine/transmission upgrade-specify $249.001 DUf ALFORD.Operator Conunwided Regeneration ftq 6.7L Power SawkeG Diesel enght) ENGINECARE+ Engine/iranmnission upgrade-specify $3,750.00' DWALFORD;FardAkCa 7 Year.20O.Worde 8M Hota-Dir sel Enare Phis.21 COMPONENT PARTS PLAN. Add 75 for SPECULTY—Emergency Pm.ambulance.pofice).Umo6 1tveq.shuttle,low truck Caverc-Ali Internal LubricaledParts-Crankcase Oil Cooler-Cylinder Bl wk-Qfindtr Heads-EGR Cooler-Fl,w al-Fuel Iqlectors Rw/Injection Preaw Regidaror-Fimliqlection Pump®Manifoldand Bolts- an old(Exhaust and Intake)-Oil Pan '-011l'unys-Scale andGaskels(rY1nderHeadGwk1)-Thennostat-Thermostat llonsing,-77ming Chain Pars or Belo-Timing Chain Cover-7k-bacharger(Fav",-Jhstall eo-YahwComrs-Water Pur tp:,Pwrides Roadside assfarancr and ides rental reimbmementfar ip to ton days Page 946 of 1324 VEHICLE: F-550(M)(ALTERNATE DEALERS) DEALER: Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: Western Northern Central Southern BASE PRICE: $34,969.00 $34,968.00 $35,562.00 $35,562.00 ENGINECARE Engine/tratismission upgrade-specify $3,450.001 DMALMRA FardMaCo 7} ,200,000 mile 8 HourDieselftimCane 13 Covered components:Ali Internal Lubricated Pw is Crankcase Oil Coder,Cylinder Block Cylinder Head Gasket,0 tinder Headi EGR Cooler J;1WI lVecdon Pressure Regulator.Fuel bVectim Pt Fuel Injectors Oil Pimp,Tinting Chain.Pans of-Belt),Thnint Chain Cover,Aa*ocharger.(Factivyhisiallegy..Add$755for SPECULTY—Exergency 07re,ambulance,polfte),limp,ftvvy, shuffle tow truck Prin ides Rambide anistance andproi des rental mimburnmenifor tip to ton dip Bi-fuelmodel-specify NA . DUVALFORD, I 98G* CNO prep-specify $314.00 DUTULPORD,CNGIPropow CY=emtsE;V#W Prep Package.ArailabilloP.-Gpdonalon all andXLTF-450aird F-M Requires:6.8L Go Engine(99Y)hichider HardenedEfteneIntake Yalves and Valve Sean.NOTE.-7hispockW does not include CNWrqpmfi#e1 tam ks,lines,etc TIMM will be equtpoed with the fiandardfactory gasolinefivi aystem.Addidond equipment combined with Cert ed calfbivdan reflash is required,from an extawat apfluer,so convert the ivkicle to a CNG17rWanefimled vehicle.SeeRha rnatfsv Fuel Buyers Guide: wwwford.coiWalomfinaiersgielde For CoMiany does nosprorlde an exhaust or evaporative aans cerifflcate with this Wilortw converivitto use CNG arPmpwiefiml Foe-ddbes mu mpvwnt thatarehicle comerfedro use CNG or Propane will comply with all applicable U.S,at,Canadum saftty standards.If is the miponsibifity of thefind stage maintfas builder installer afterer or subsequent siW to r)to determine that any iwhicle camPeried tot CNG or Propime complies with U. Federal California in-Comd4ait exhaust and evqwralive emission requirements.Federafflet economy standardr.US and Canadian safe(r standar*labeling and my other iremte CNG CNG conversion(discuss with dealer) $27,960.00 1. MULFORD:F-45DIS50 CHASSIS CAB 68L 47GGE Dedicated.ADD$4000for 64GGE dedicated LPG conversion(discuss with dealer) NAI DUMFORD; I 65c* Dual fuel tanks $624.00 DMALFORD,Dual Diesel—combines 40 all lc 26.5 gallldship to (req.D AZ req.96VXL "TWur PAg.$999 w-585 is$549 aeXL Fleet w1u) I Alternator,extra HD I -specify amps Std I DUI WLFORD, 67B Dual alternators $114.00' D U VA LFORD;Dual Extra Rea Y)aDnfy A Ifernah n 7( q.6 7L Pom Per&roke*Diese I engdo w;is W of 3778 mp;reV ilred w fth Rapid-Rial&pplemental Cab Heater(41A);NA 6.2L or 6 81) SEIC Idle control Std D 111 WLFORD,Sia titmar)-Ele ivied Idle Contra!(SEIC):®Rota as the-tho wife kickri-"whep r increased engine speed is needed-Consists ofstrotegy embedded in dM powerron control module(PCAV and a set ofthint-cut whVs to command it-Selling dealer will need to obtain a P70 controller or switchfrom the eftermarket—Upfiner switches(M)mM-hum one switch dedicated far PTO ump-Engine aoreds—900 to JMO rpm(6,7L diesel imew)—1200 i7mz(UL gasoline engim)-Automatically locks the go-que converter,sendingpower to the PTO gear when the Werafar no=an the P7V switch fns nett to ipfluersfor canqileaq the SE]OPTO cimmin-can befound in the Dwck Body Builders Layout Book 52B Electric brake controller $269.00' DUMFORD,Trailer Broke Controller(M)(Yertfied to be canipadble ivith electronic actuatedab7im brakes only. NA ir/531 DWI&Tow PAS.;includes Swan Trailer Tow Comercia) X4N Limited slip differential on rear axles $359.00' DUVALFORD.(M)4'.10 Ratio 'mit SI' Axle with Ban(M)4.30 Ratio Limited Slip Axle 4T 359req.6.7L die and requires 535 high cWaciry trailer tarn.(X81)4.88 Axle Lt iced Slip 488 Ratio Available with 6,8L rIO gas engine Page 947 of 1324 VEHICLE: F-550(F50)(ALTERNATE DEALERS) DEALER: Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE. Western Northern Central Southern BASE PRICE: $34,968.00 $34,%8.00 $35,562.00 $35,562.00 663A Manufacturers model upgrade package(specify pkg.bid) $3,900.00' DUT.A.LFORD;XZT model q2gradie with t Bumper Chrome w1gralmd WC top cover&black lower air dam, GHhaBHghi Chrome 2bar Mmw Afiamaliy felescopingfild revilarlow w4werMear glass, at convex spatter suirror integrated clearnor lanpoharwipIs,Wheals 18"Sparkle Silver Palms Cast Aber w hub coveralcemer ornamereir. Wimfirs&Gkin lit fiver of Power w11iouch 294firn 2nd Row rnwse Power extIonr Pdvacy glass.real, beklighl on all cabs;2nd Am marseat windows an EnCale&Chp Cab Other glan is sob-tinted Audio AMIFUserreo AP3 phever skra;4wlRgCa&6 wrb&CrwCab SkiiesMspeakers;adds I IIP mounted censer sprab on XLT orify SYNC ii®lEnhwiedVoiceAecogniinComnoicalions&Eate rfammeat System-911Assis".2 LCD Center Stack sersen,WUnk-Sessart-Charp Z1 I,Doar-Trim Suft arnireal,grab handle.power window W mit & reflector,fivit map packets on AgCab& ab; tit enqppockels an CnvCab.Floor covering Cal ted crupet&carpetedfloormats inchidas rear mon onExiCabetChrCob-deleredwheir allivembarflaarmals are ordered Imirumene Center 4 2 ProthicartV Screen dWay w1menusford aW SehV,Trip Conpul#,Fuel Ecommly& Toviloff-Roadq2plicadow 5 bon message ctrl on streving whee?Included w4he SYNC&Services,NA,06&L Power Eqtapasent Accessary delay Door4acks w1backlit switches Whidaws w1backill mvitches Powe"t&110%4400tv Outlet I Powerpat kifivirt center unde stomp Seats RGCAB Clark,4012W40 split back 20%center are&-seal shvVe. wlcnur areermst,cqdnAkr&siorop 4-way a4ustable A-mr1pass headresis EXTCAB Cloth,6W40fol d-tit;brick seat CRWCAB 641140 bench w4Wpip seats&Jbid-ifivie bacis w1mulkr-sewparsidand lockablefold-flat storage,2 ourber"headresirmer&color headrealritt.Siver Wheel Cruise Cid.Sun 17 Col ea Chh,defur&pan 'w1cavered minviT.Auto 1ock4mlock Remote K Entry Securl LockPassit v An~S'Wteam. 90L Power windows/door1 s $914.00' DUVALFORD,POWER EQUIP MENTGROUP Availability.Optional onXL Standard on XLTandLa#iar Includes. AccessoryDelay,AdvalecedSwurlty Pack(Incl,SecuriLoenPaulwAnti-TheftS)-iteite(PATS)and Inclination/ lear-tulder Sensors),Afameal-folding.manualb-idescapiM,power glass trailer rou,nurrors with heglait heated conviuspoIter athror,Integrated clearari"lar W—signals(XL&)MTonb),A6 Keyle owner controlsfeature. Power 1st 6rons-maotri ndawavlone-touch up1down.Powerndrow(rear-sea)windows fterXrew Cab), Power locks.Powe r-jbIda ng PowerSrqpe*7ekscoping Pow or Glass Trailer Yaw MerAmi is ith Heat Turn Sipial Higir-beendly LED SecurityApproach Laxps Urill tyLighfingS),steer(=SYdrnurrvr4W1sBh1s)(34F)(Lariat emly), Remote keyless enlurilockV PassireAnd-Yieeft S)viver(PATS)(AlTid Lariat Only),UpSnukddruer-irret panel AL Dehum Passenger side lack cylinder Oplions Available:Power-olifing,PowerTelescoping,Power Glars Trailer Yaw Mirrors with He"niew Signal,High-Interesily LED Sem"Iy AAeroach Lampt,Utility 1,41hing to tZED Side-minter SpolUghu)(54,F)(XUamb).FOR CREW CAB USE$1124 525 Speed control "Its in l $234.00' DM ALFORD,Includedur XZ wine 96v andmadel t XZT.Steering wheel mounted AM(FM radio with single CD NA DUVALFORD, 1 435* Sliding rem window $404.00 DUVALFORD;Png w/Defixest and Prhwq Glass(XL req.90L Power Equipment C-miep:924 Pr ®Ginn it standard on.XL 2' includes DriverlFiessenger sun rism wfilluminated vanity covered mirrors).Option not available on Fog Cab models i ASI 40/20/40 seat in vinyl Stdi DUIALFOPI), I 1S1 40/20/40 seat in cloth $99.00 1 DUJ ALFORD;Cloth 4012W40 it Bench-(XL D*)(Regidar CaVSWarcab)Cloth 0420140 it Bench-Crew Cab (A7,Oleb)$314.Includrdwith xft model Wrade. Side it bags Std DUFALFORD, 3 Third key S 140.00' D UVA LFORD,Exim 4nition/door Key per vehicle by Key Code.A dditional Remene avallab It where !cable for an adlilsianeal$200. 1 THB I All terrain tread tires on rear $189.00, DE5 ALFORD;22517ORr]9.56 BSW Traction(includes 4 traction tires on the raw and 2 AIS liras an thefi-V. Optional.*vre is 22517ORr19.SG BSWkV I Page 948 of 1324 VEHICLE: F-550(M)(ALTERNATE DEALERS) DEALER: Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: Western Northern central Southern BASE PRICE: $34,968.00 $34,968.00 $35,562.00 $35,562.00 76C Backup alarm-Factory Installed $139.001 nFORD.Errmm A umm DEY.7cE.OEM Warranty 3136 BUA Backup alarm-Dealer Installed $125.00' MULFORD. WHELEN backup alarm recessedand Wred with au of heat tolerant wire and loom.Includes erchalivIli ledliftamewarrano-. 1 8721 Backup camera with 3.5"LCD(rear mounted camera to provide wide angle field of vision at rear $414.00' of vehicle)®Factory Installed MULFORD;REAR MWCAAMA AND PREP KrTLL-aler instaided$650 Availability.OpUtmalon all Chassis Cabs! I PreinstalkdContuntInchdos:Cob WhIng,Maine Wiringtotheivff moacrwsmemben 17deaDisplay— Electrachromic minurwhen m-deradivithn ban radio(585)—4"diokywhen tv*red-8"&4day when ordered with SYN003.UAQUAft ers Includes:Comem with mounting bracket,14'juuWrwft Cameramounfingandaiming iWgractionj I BSBug shield $175.00' UFA DLFORD, W5G.1791 Crew cab model $5,000.00" DUFALFORD;Base n CREWCab XL model with 60 Inak CA.Add$4500forMTpackage I Cutaway cab NAI DUVALFOPD, 18B I L Cob steps $319.001 DWXLFORD;Plagiorm RumiNgBoardr.For Extemirdarcmi,cab mo&k we$444. 9421 Daytime running lights $44.00l DUTALFORD,Dcolime RumfW(DRL)(the non-controllable 942 trine :ani (DRQ mplare the sumdwd Da;time Runniog Lamp(DPJJ Pv'Gff Cliuster Cammilable) I ,Immobilize d 'me running lights Std I MrALFORD, X5G.1691 Extended cab $4,000M' DUIALFORD,Base modd&9wrC;abXL modetwith 60 inch A.Add$4000jar=Package Full size spare tire&rim Incl.I DUVALFORD; I ISPOT Left-hand pillar mounted 6"spotlight with clear halogen bulb,dealer installed $595.00' DM"AL FORD.-Unip Brand.For remote operated Go-Light(spec&to on ma&ajtlag.cab or body areapole mmm#4 use$649 GOLIGHT Left&right-hand pillar mounted 6"spotlight with clear halogen bulb,dealer installed $796.00'. DWALFORD;M?Brand For remole wrated Go-Light(wci&locationfar mounting.cab or body arvapole maunied)use$649 N2 Nitrogen filled tires including spare tire $235.001 DLFORD,Riplacing the air in 3vur tires,andproaero,maintainbW them with NitraFfil can lncrease)war tire Iffe by at much as 50K increase yourfuel economy as nuich as 10%anddecrrwe>vur chances ria !n a firefaffire bj-as much ar 75%(amove:MWI I.com) RS Rsinshields-flange style $175.001 DUVALFORD; I LINEX SB Spray-in finer(Rhino,Line-X or approved equivalent) $985.00 1 DUVALFORD, rice 9'9'bady.Far 11'b4®add$120.ForReading body add$120for any fength.For Reap Bumper or drop down doors add$100.Far bodies with cranes add$150.For mderbody undercoming add$850.Far8pra),liner inside Enclosed sen1ce badies we 81240 Page 949 of 1324 VEHICLE: F-550(F50)(ALTERNATE DEALERS) DEALER: Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE- Western Northern Central Southern BASE PRICE: $34,969.00 $34,%8.00 $35,562.00 S35,562.00 VV Vent visors-' style $175.00' 1a •A I E woo Wrap-around grille 1,495.00' DWALFORD;Full Wrap around Grill Gamut{gestin.&erfing or Warn brand.1 es winchplate To delete the wrap around credit$175°For(2)lights on channel add M with westim.Requires 67H HD service simpension package at $124.-Recommended only an vehicles which willpernumendy idi&E aftennarkre equ4sment such at heasy-duo-1i s. brush guards or other appm-anis which himis thefivia ade to the Vecifled'Grass Axle Weight Rating(VAWR). I 69M 19,000 lb.GVWR $1,154.0011 DUlWUORD,PAYLOAD PLUS UPGRADE PAC KAGEAradabiliV.Optional on F-550 Not available with.-4.30 Limited-slip rem-axle.145"wheelbase an gas engine Requires:4.66 Linn ted-stip rear-axle(X8L)Includes:7nereases GVWRfivm 18,000 tbs.to 19,300 lIncreases max AGAWR to 14.706 Lam,DefleatioWFII glir Ckpacio Upgradeafftome Upgraded--Is Options Arai Lou Deflectrom Spacer(86S) 22,000 lb.GVWR NA] DU;XLFORD; I 62R I PTO provision,automatic $279.001 DUFALFORD;Thmsmission Power TaAr-Off Provision(A 1L w16.2L.6.8L engine or 6.7L Power Strakes Diesel engme,all e Include Mobile and Stationary PTO arodes;62L rrq.4.30final drive ratio) I PTOHO* ' PTO transmison driven,manual(dealer installed) $7,200.00' DUVALFORD,Ponder Take offivah h5draulic owelgiets.Seleciproper b4-bWnper,for use with crams or bodies requiring sftbifto®due to champs in center cil'gravity.Requires PTO provislom I PTO AT* ' ®PTO transmission driven,automatic(dealer installed) $2,676.00" f? •' Requires 62R AT$279.1whides ruounted Muncie or Chelsea PTOfor tratirmissim powered components.all en&nes include Mobile and Stationary PTO modes I CRANEW 4,000 lb.EH Auto Crane,or approved equivalent with crane reinforcements with manual $16,250.00' outriggers DUl ALFORD:4000 lb.Capacity Electric trier Hydraulic cram.Crams include boom rest 4wifig hadid top and crank down manual ouirtggers.For Bo4 Reftforcement when ordering with standard service body add$4SOO.[OP770N 1 Antocrame EHC4 with 16ft reach.$16,250,Add$700 with 20 F1 Boom fOPTION 21 Ltilmaine 4 l$14900 For lbdrusille Verilon add P710 option,62R.and$7800(OP ON 3]Stellar EC40M FMC ontrol$IS900.Far Hydranfic Tlertion,addP70 option,62R,and$78M[0PI70N 4j Fenn ET16$15500. 1 AC9 T161 Appropriate Auto Crane body with shelf pac12"bumper with crank outriggers,or $16,200.00' approved equivalent DUVALFORD;9foof Amocram 27um 16 Crane bodyfor use with 4000#crams,Patented one-piece 10 gaugeside-pack desWfar rugged,off-road an munmizes weld searnsfar less cracking and rust Integral crane box awtors load directo, to ouatprs reduabigstrets an the chasers—seiqlbsced sp to 16,000fi lb(2.21 do Internal stainless steel hingis redmepotential corrmlonpobw Double-paneted gahear neal doorsfor addeds Gas shock door closers reduce wear-and-tem-Roundeddoarcormers Lbrangkout reduce effect ofadon stresspointrFlush doorle with bulb seal gasket andfimcdoirmfidHength dHp ralifor&3-r conq-rummis Fulb-undemmedfor rustprevendon Saft-and secudo- It In:Fulb-stable throughout teradhis afthe crawfar nurrhak-ed crane !0 twat aw1 •s tail lightsfor better visibility Four m-Bir heavy-chq do downsfarpaylaadsecurity Three-point doarclasures Fe tares addpratection to the boov at the wheel lvellRoundeddoo). carmers throughout reduce iffirct of load an stress points esti lass Aro-Year Limited Warrana%Unobstructed cram compartment maxiink-es usableciago space Double-pawled,shummable tarigmefor am hand care-e-use Complete sheypackup to Wmf.-e storage needs I CRANESKI 5,000 lb.EH Auto Crane,or approved equivalent,with crane reinforcements with manual $25,140.001 outriggers DUVALFORD.5000 1.Capacity Electric over HyArmific cru m Crams bwhde bown rest,spring build W andcrunk dmpn manual onoftpri.For Body Reh#bmement when ordering with standard service bot#add$4500.[OPTION 1] A urocrane E with 20P reach.$25140.Far Hydraulic Version add PTO option.62R and$2500[OPTION 2] LIfirimaer gwc-20$230 .For l(svintudic Version add P 70 option,62R,mid$2500[OP TION 3]Stellar e cS00 0 FM Control$21080 For lti dmulic Version add PTO oplon,62P,and$3 900/OPTION 4]1'emna v E $21700.For lbvirmific Version mid PTO option.62P,and$3900.Reconismend Crane Bodies with this application ad qp~ate to r. Page 950 of 1324 VEHICLE: F-550(F5G)(ALTERNATE DEALERS) DEALER-• Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: western Northern Central Southern BASE PRICE: $34,968.00 $34,%8.00 $35,562.00 $35,562.00 L016 1,500 lb.lift gate $3,395.00'. DUTXLMRD 16000 TonteryGaiefor Service Body Deduct S150for 1300#Capacity Far FlatbodAppheation at 16004 Add$350 1 12KW 12,000 lb.winch with remote $1,800.00, DUVALFORD;REQ.grill guard WGG.Champion v hemy-duo,u-Inching.3-stage pAmeary gear in combined with a 4.6Ap series wound motor produce JZ 000 lbs.qfpuffingpower.12,0001&(5,440 kg)pulling capacity (single line)Largejiamc winch design is designed to handle homier winch l Serves-wound h4rh-spad matur proridafint line speed and strong pulls.Broke pmvidessuperfor control while winching Retuouata unt cannot bar all-tufor tus mounting cionow Durable J-j&W planetary goaroroutfar smaoth,reliable,operation Rentals control with 12'fJ.7m)lead Chip-resislantpowder-coated flnish 125,ofW(Min of 9.5mno diameter wire rqw Front stabilim bars Still DUTULFORD, I HDTOW Trailer towing package,to include heavy duty flasliers,wiring fbr trailer plug(7 prong round), $1,345.00' and class IV frame mounted trailer hitch with 2"square removable receiver, 1"shank with 2" ball.May be dealer installed. MULFORD;ADD SS79 For Increasr capactly to Increase GCWon diesel off�ffeftvm 3J.000 lbs.f035.0001bl.on F450.40OMonF550.Upgrades rear arle.For Pinde all coinba Add$285. 9D 2-3}rd.dump with manual ground control tarp(requires 60"CA) $11,000.001, DUVALFORD,Godwin 184u.DF.Reading,RuSbyarequal,MorDuMBO-irith 10goupA607grade-50 hio gh tensile steel with boxedioprallandfully.welded bared nw cornerpost 6"side boardgursetswithfulliengthrub .mili,and box rAm side braces.electric hols4 lopwitharms Cjwoseprqwrwheelbare optionfor corresponding cob seteed onSer(Mr.31b)Jor optional Knaphelde and Reading Factory mating designation,includes bodycernficationand .weightilip.Folddawn sides add$1296,Electric Topudd$646 Led amt is add$400 11D* 2-3 yd.dump with manual ground control tarp(requires 84"CA) $11,000.001 DUPALFORD,Godwin 184u. F;Rwifing,Ruglyarequal,11 FowDumpB4-w1th 10gaWA607grade-50 high ronstle steel with boxed lop rail andfully welded barcifpear comerposs.6"side board gussets wt length rub rails, and bax-ope side braces Electric Hoist,Tarp with arms ChooseprWerwherlbare optioxjbr carre*wding cob selection.See(3 tv.3 lb)for optional Knopheide and Road*Factory Footing designation,lachdrs body certificadon and weight slip..Fold Down Sides adi 81236.Electric Tapp upgrade$646.Led Lights:$375.TuRnelBox to go between cab and Badyfiw additional enclosed storage.Chassis requires addition wheel base le%0 to 24"$3500.1 1 12 ft.flat is body with 40"sides all around(requires 94"CA) $6,600.00' DEWALFORD,Kde prnw12 F or CM brand 1 y Flat&ake with 40"sides.Delete Stake crv&t$400.solid bulkhoad add$750.Choose proper whee lbase oplionfor canwpanding cab selection.See(311%31 b)for optional Anepholde and Rg Factory rourM drs&marlon,includes boit-critificadan and we Ight.910.Far el c hoist add $3 700.Far A huninns[Flat Bed with bulkh ad anb-,ADD$200 0.Fold Dow-n Sides add$1236.Electric Thro upgnde $646.LodMarkrLlghtd:$375. 1 16FS* 16 ft.flat stake body with 40"sides all around(requires 120"C } $8,000.001 DUMFORD;K;u;pho1dcjir=j16DF 16Stake with 40"jides or CMBmm?.Delete Stake credit$400.solid ba1kkadadd$750.Choosepreperwheelbase optionfar C017VJPMft cab sElecti6n.See(31v.31b)jbrqW1onal Ede andReading Facuny roaring sr flax inchaks bogb,cerilfteadon and weight s*For electric hoist add $3700 ForAlurninuar Flat Bedwhhbut kheadoub®aWS2000 I 16FD* 16 ft.flathed dump with manual ground control tarp, 14"sides(requires 120"CA) $13,220.00' DOWFORD;Godivin at Dump with 14"sides and holsi.FOR 40 RVCH SIDESADD 1200.A $2000for AnumM I 16CD* 16 ft.contractors dump with manual ground control tarp, 14"sides(requires 120"CA) $14,420.00 DUVALFORD.Far Aluminum add$2000 1 19"* 1 19 ft.rollback wrecker with wheel lift(requires 120"CA) $32,000.001 DUVALFORD;GoAdn Rollback 19foor wrecker bn*,with controls.1#1 and chains Page 951 of 1324 77,71,77 1 li77777117M VEHICLE: F-550(M)(ALTERNATE DEALERS) DEALER: Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: western Northem central Southern BASE PIUCE: $34,968.00 $34,968.00 $35,562.00 $35,562.00 Roundiddoor comers throughout reduce eAct ofload on jaresspoErr sBest-hp-class Two-Year Limited Warrano. Unobstructed crane compartment marhubgs arable cargo space Doable-pameled.slammable toe lgate for one hand ease-of-aw Complete sheylpackage to optimizestarar me&& ACH T-38* Optional body-specify $25,200.001 DUVALFORD;Amocrone Titan 38 Et ft crane boO-.-Patented one-piece 10 gauge(16mmosidr-pock deslvfiw rugged, offroad use motimL-es weldfar less cracking and rust 12 gamp(2.8n*irradplaie an fqm and cingo areafor addeddurabifiry Integral crone box inumsfers loaddhverly to omrUers red!ucing s anon chassis®relrced ir to 38,000P lb(5.3 do Infernal shanlese steel hinges reduceptnentlat corrmlompubus Dosable-pamel cigahannealdoom far addedstrength Go shock door closers reduce wowided door comers throughout redece qu%cf ofload oars esspoina Flush doorponels with bulb seal gasket andfitectiaptaffall-le ngth drip radfor diyer compamments Fulb- andercoaredfarrmtprevention S*Iyandsecarity built an Fulb,stable throughout lilling radius of dre croarfor marimized crane capacity Largaflurh-mounfe4 oWled stap-tall-rum lightsfar better v1sibillo-Six heary-duo tie downs for pa3lbailsecurity 7hree-point latchingi)-stemprovides secure door etas ures Femakraries addprotection to the body at the wheel well Rounded dow-corners throughout reduce drect aflaad an siresspoints Best-hi-clars No-Year Linifted Warrumo-Produciffify enhanced Ovibstrucledentur compolmenj maximizes usable cargo 4wo Double-pancled, slanumable tai lgatefor one hand ease-of-use Complete altelfoacihige to aptuace stamp needs AC9 739 'Optional body-specify $24,500.00' DWALFORD,AutwrameTilan389ficnmeb :Paten tedaw-piwelOgaWe(3.6moBide-packdmigmfor rygged I offroad use whinnizes welds for less cracking and rzat 12 gauge(2 8mm)ineadplate on tops andem-go arefffor addeddarabilmyInce gnalcrime box tran4fers loadefirectly to prat rWers redurbigstressom the chamrs—rehjf=rdqp to 38.000ft lb(5.3 1A0 inter nalstal"lem steel hinges mducepojential corrasionpubris Double-pancfed gahramneal dams .for added strenob Gas shock door claters reiruce wear-a Roundrd door comers throughout reduce qTM qfload an strampolins Flush dcarpanels with bulb seal gasket andfamcdonalfull-length drip MW dryer comparnmenc;Fly undircoatedfar rust vend Safety andsecurity built in:Ful b,stable thnnehout lifting rodtas of the crawfor maxi—ed crane capacity Larp flurh—unfed angled stop-tall fam 1ifor beffer visibility®Six hottrop-dury tie its forpig-lead security Three-point latching system proildes jectow door closures Fendrivaes addprefaction to the ba#at the wheel well Rounded dDor comers throughout reduce effect ofoadon smspohns Braf-in-class No-Year Undard Warrant)Productivity enhanced. Unobstructed crane compartment maximims usable cargo space Double-pamehuf slammable foakwarfar am hand vase-of-use Complete shc#'pacbp to aptindrestomgeneeds KCB91 Optional body-specify $15,700.001 DUT ALFORD;Kagehielde OFT Owe Boit-for Sk Cranes 61OM30JDF.See 31b.Mv opium.Must Add 85000for DL38 modeffort oe with 6k Cranes -&Wmess surelfidl-lengtk tin as hinges-Rhviless ratiny latches-Double spft over center door retainers an all vertical doors-Auto'bulb ope"neoprene do seals-7wo(2)a4ustable divider shelves&dividers bath sidesftna,and secondfront vertical compartments except misefmitt vertical has no shelves®One(1)a4uslable divider if&dh4r in curb side horizontal compartment-One(1)c4ustable didder shejY&dividers on street side rear rarrica/-One(I) ed sheffnear center of crane ant for mounting out ftz,- control%wives-DrAppon under cram-3"tall 7 gamp torsion barfloar with whael housings in cargo area-High fthr holespunched in rear endponels-Fhoh monar lightri ircluding 6-circuit m1re harmass,slapAtMael.backup,n clearance and RID l Bolt on Slaormable tailgate Installed.See Optional EquTmentfor required bianper selection I KCBII* ' Optional body-specify $16,200.00' D EB ALFORD,Kdir Chore Bod5-11 FT 61320 0JDFjbr Sk cranes.Req.optional C4 See 3 1&3 1 V optiom Mot Add$SOOOfar DL38 mfor an with 6k Owies.-Stainless steel fuTl-la ngth continuous himps-Rivelless r latches-Double jpft over canter door retainers on all vertical doors-Automotive"bulb ope"Wepre"door Maio- No(2) ustable divider shelves&div both sidesfirat and jecondfront vertical compartmeme except roosefirant vertical has no shelves-One(1)4ustable divider&be#'&dividers in curb side hari.-mid compartment-One(1) 4ustable dividershey'&dWers on street side rear vertical-One(1))Uedshelrmar center qfcrame conpartmentfor mounting ouftger control valves-Drfppan,under crane-3"tall 7gaW forstom burfloorwith wheal housings in colo area®High light holes punched in rear end ala-Flush mount lights Including"Ircuft wire harmess, stapton4all,backup marker clearance andRJD hkhts Bell on Skmatable tailgate Installed See Optional Eq-dp-rent far,-equiredb,mv--1,,I,- PC I Powder coating fbr utility body NAI DUVALFORD.Restricted by O&W call far details I CS I Cab Shield Headache Rack(pmtects back of cab) $725.001 DUFALFORD;l5pandedmetal cabehield(Add ,499 for Mobe beacons mounted on each side of shield).Add$225 for Lighting plate.,only I Page 953 of 1324 VEHICLE: ® 5 (F5G)(ALTERNATE DEALERS) DEALER: Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: Western Northam central Southern BASE PRICE: $34,968.00 $34,968.00 $35,562.00 $35,562.00 PRSB; Pipe rack w1expended metal basket over cab(fbr utility body) $1,945.00' DUFALFORD,Completely customi:able options available I SLR Single ladder rack side mounted(specify street or curbside) $695.001 DUVALFORD.Completely custambable opff am available Aerial 2 Man Optional equipment-specify $127,674.00' DUVALFOAD.-Elliot M43 withBody Mrammin Plaofbm Height:43'groupidia ploormfloor.Working Ramp:48'mm. working height and 381 inar.side reach. Wark PhOror 30"x54'EZR end-hung to with 40"high rails. EquWed with two ard attachment loop and two soo-haniesses and 72"la s.Pla#orfis capacity 500 lbs.Ploomw P Leveling&wem.Hythwa ific a'-stem consisting oftrin*&m c)-findeo-s interacting with eisca w- prvpordonal level sensing*wUnt.Remote relarefing conbuleprovided in*&7;p and at gpmmd controls tog qv iorec"d leveling cambifto-.Requints GF'WR 19500,PTO and Prwissian,HDfivint,and 1404 108 Cab 10.4xie Option. Aerial Device iOptional equipment-specify $98,657.00 D UlA LFORD.-Torn H1 Telescopic A artal Device L T40 w ilk 108 Body. "End Moutited 24 x 30 x 42"On ff Pers on Plagormt"Pladbrin Copacitm See Chart Below, 04-11mcdon Single SZr•ck"Safev Happiest With Attached Lan3w-d'Confinuous Unrestricted Worm GearRomfian OCategmy"C"Ratin gft-ANSIA92.2 ORecitingular,B1,4xial E pM Reshi Filament Ran ndRberglan Bo *Fall Pressure C on Side ofPlafform"Individual Lever Loiter Controls*Pkidbrin nit ControlAt Upper and Lmver Controls*Hydw&c Tco[Outlets*Enlnegap/Mart"Hydnadic Pla(formLevefing* cel in Boom with Fiberglass Insert*nbarglars Second Section Boom*Nberglass Ltfi Boon; Insert*,F ll Pressure.Open-Center Hy4ftafto S3,dem*8 Gallon Pedetal Mounted External Tank*P ed Boom Rest 4-H)Whadic Plaffiorm Rohdar'Truck Leivi Indicator*Finish Painted l'Ganal Equipment]Various Pla&wi Covers *LIner:W Ilk or Without Steps*Au yllhuy Power*Aarthary Lot Down System*20 Odlon Reinow Oil Reservoir*Boom Oivrilow Protection*Booin Stop Interlock*Ouotpr Sag LWk*Vanous 7*s ofO~rj*Mbruig Gua&Wr Al *Bo out Interlock*Truck Groundug Cable&Clamp*Hybnd Eim ble*HyPowerTM 14,brid Systain by Tere To *Asst wade Dom Latch I BUMPERS Optional equipment-specify $2,236.00' DUY WLFOR.D.-[Option A]the dl series crane bunperprorides a 21-102"dsep work surface,a lockable t compartment,andampis out ggemfor boit surbiftation.this crami b hae all the toolij,ou skouldneed to imprare yourproducividy on thejobsite.the bunper receiver hitch is ted at 12,000 ltm trailer weight and 1,200 lbs.tearimum itaigur weight.the bunper incladts a vim plate with mounting location available on both sides of the bumpr.the b abo includes a through compartment with lockable access doara an boo sides oft he bumper.the dl series civnie b is compatible with the 38J cratir body.[Option B]bitphide heiny duty galra-gilp b with Integral ounIgger tube(ratedfor cram.?top to 30,000ft4bs capacity)Jbi-j-series bodies with qptimal co-ane reftbrcentent to(not included)and 36J series cram bodies the bunper and kick-phile are 12 ga is al irith 'grip tread"patic into thestep nofiace.bumper has a 4"x 6"x 318"wall receiver tithe to accept stellar ounlMrs (not h Folu"$12 00[OPTION C]Gghw Grip Rear Bu $680/OPTION B]Galt w Grip with Ball Hitch Re cess: $725[OPTION D]Dvadviale Bunpervith Plade Hoak Recess $725.[OPTION E]For backko camera use cank 872 $413 plus S200far install[OPTION F]Bumper,18'She#'Bautper with vim platform$1365[OPTION G Bumper-20 Inch Storage Bumper and Vim Pla#bow:$1894[OPTIONHI Bumper to Bo6 Handrail with 2brup step$775 BODYOPTI Optional equipment-s pecify $440.001 1 DWXLFORD.-[OPTIONA]ROCK GLIA RM 12 gaup aluminnei&=**ae.$440[OPTION B]M hemy diq AECIMNICS CABAWET.$1995[OPTION C]THandles.singfe Point$60 each[OPTION DI 3 Point Handles:$100 each[OPTION E]Erwor Pool.base cow clear coat.$1270[OPTION F] 1s ole Go Camparitend bode retaimix:$1250[OPTION GI MosterlockAodsfor 9ft bot,:$600 1117T$709[OPTIONH]Base Cow Holder:817.5 [0PT10NJ]HDFold DownC;amrHbhkr $425[OPTION KI LED Tall lights S450[OP77ONL]Ertra rear recessed lensesfar corner lights.$60[OPTION AY]Electric lacks $86ftfor 9F&8970jbrllFT[OP 77ONNjTimm1Bax, Rrer loner CA:$3500[OPTION 0]D s in bcdx 6 $425[OPTIONP]Igloo Cooler Ho &Cooler:$250 ( P ON QJ 6'Wlkon ase and Mount 8395 AIR GEN Optional equipment®s eci 3,630.001 DUPAL17ORD;[OPTIONA]GasAir Compressor&Air Reek$3630[OPTION B]fro it Pro ComplGentiolar 20 CFM.SkW.w/50'$5250[OPTION C]Honda 5 Generator mounted.$5650[OPTION D]YMAC 70 CFM Underkood Compressor&Reel.$11125 1 ALTEC Optional equipment-specify $72,216.00' DUTALFORD:A1fecAT235 Model with Smice Body,Requires 62n PTO.Standard Features:4 Non-Imrelated Aerial DeWce-All StrelBomi Conarnellon-,H3wWu1zco14-ErrendedBoo#n-Noticanthnions Rotation®EnghniStart0op at Upper andLower Controls-Open Center tic 4stens-120 VAC Cir It in Booms with Outlets at the Ploobrin- Can Mount on a 13,000 lb(6804 kg)G1WW Chassis.60 in(1124 aw)CA.For 84 CA 11 ovice Boi#verrion:Add $3700,Requires L404 84ca,phis GJWR*grade Page 954 of 1324 VEHICLE: F-550(F50)(ALTERNATE DEALERS) DEALER: Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE, Westeln Northmn cantml Southam BASE PRICE: $34,969.00 $34,969.00 $35,562.00 $35,562.00 BOXES Optional equipment-specify $550.00, DMALFORD;[OPTIONA]30x 18 18 Vkderbady Box 8550[0P77ONB]36x 18x 18Elnder&od Box.-$575 f0PTF0N C]48 x 18x 18 Underbadi-Bow$600/OP710ND]Apo 96"10P rail loalbom:$14401 y STAMM Optional equipment- ify $79,994.0011 DUYALFORD. 0P NA]VERS4LIFTYST361mala red2man bucket(24X48)with 9ftserrice bo4,.Includes W (9f000 Utility Bod5,with Tail sherjbi-Bunket rest.PTO Power Source.Req.19.500 GVWX 60 inch CA chtuels with -PTO ProviaJon.[NOTE 1]Various Phe#hrm sims amilable add$5500.00 AIR 36"X60"Almninum PI m,With WA In Door PVOTE 2]Deduct 4, 0. Non Insulated Unit in Lien qjrlmulated[NOTE 3jAdd 83,300.00for YST401 Imulared[NOTE 4JAdd$10.850.00 f lJib andffidimidic winch with up to 1.000 lb cWticityAnd mar H-Frimic oubiggers.[OPTION BI VERSALIFT Yipo man bucket 47ft with II Fk Service but,$88000 Req.84ca and E19OO gvwr[OPTION C];RMLIFT TEL 29 EIH Inchulks sen1ce 60184 ca req PTO$57900[OPTION DI SIGNALIER 43 mahties Flutbed,toolboxes Req 84ca jpec&ahan pia*wj fl ass bucket$53000[OPTION Ej SLT 21-12 A UGER WITHFL4TBED AND LIFT 21 FT-uw*ng hL rand rear outifters$11.9000,Req 84ca min 14000 gwr[OPTION F] Duck SL729 with SerTice b4-and aerial sets"Uft with plavmw to 29jk$81000 [OPTFON G]FWASALIFTL762NE 68 FTwIFYkard Body&loolhans.req,19500 gmr and 120 Ca$104900 1 1NVERTERS Optional equipment-specify $550.00, DUI WLFORD,[OPTION A]771750 750 Watt Inverter$400[0P77ON B]TH1000 1000 Wait inverter $600[OPTION C1 TH2WO 2000 Waft inverter.$750[0 DI TH3000 3000 all lurerier M[OPTION ONE T00 Renate Cfor TH1000-TH3000.$68[OPTION P7 M-1211200NDImertrions 1200 wait Patti Sine Wave:$l 764 [OPTION G]DSW211500N Dimensions 1500~tart Pure SYne Wave:$2170[OPTION H]LO-121240ON Dimensions 2400 wan Pure Slar Wnre.$3164[OPTION 1]DSI-121300ON Dimensions 3000 wall Pore Sine Wave:$3514[OP77ON J1 TTS reale comralfarDimenelaw:$2241 31V.31B 'Optional equipment-specify $625.00" DWALFORD;Second S&V Matufacurner ship throughfor Reading(31b)at$543 andKhaphelde(31%)at$625. Includes certificanon.acandstW AZO,andweight step when combined with bo4-opums cotad raidins peafflcati For all atherfac"rMuteredShip Am desdrunion codezplease caaract dealer LABOR Labor rateper how fiefir to Duval F Ernergefty lighlingprics submfolonfar'Individual item labor-ame,Rate inchairs prtfiissiarial SCT 'cortitled)istalladan.protior wire(SX1,094 Beat rated loom,connectors,prop time and cansidianon Valume di is avallablefor large quandopunchares,call deaferfor quele. GOOSEBODY Optional equipment-specify $6,000.001 DUI AL ;Price mclides the fall Ingfratures:-Installed Led n tarker lights and license to light-Installed oval LED SITIT and BV lights in the bulkhead and mar tai rt-Installed 6-circull wire harness-Imialled 7-waj°trailer plig in gooseneck and in ifie rear start-Chatsix s long sills buCalled for For W 36"40",42,and 56"CA chanis as standard,and 34"long oil/Vociffgfar 60"aid 84-CA-Fue/fill c mp imialled in stree I side rail-Under the floor gooseneck ball Nick with lid ncludes hhWd door acceis.Hitch rated a#30.000 lbs.gross traller weight,S.000 lbs.mar kingur weight.-Class Vreceiver hitch fidid.Ji'd 1 Ptforms.Recinvr has 2'recelver and Lr rated at 12.000 Me.marimum gross weight I ENCLOSED SB pOptional equipment-specify $12,750.00' DU;ALPORD;Knaphelde 9ftEnclowd Service boo6,:(KCJ 08M2094M 7111).O i 1:Knopheide(KCI 094J72" IH)Add$700.0 'on 2:Knapheide11 t EnclaxedService Bat,:(K0132AU 61"1 1350 for Option 3:11 'foot KnqAede(K0132Ad2094J 72"If! add$2050 Ch wheelbase apdonfor csponang cob selection. See(31v.31b)Jbi-optioned Kwphrldr andReaft Factory muting deal ti includes body cerdflcodweight J110 I REFUSE Optional equipment-specify $46,500.001 DWALFORD.New ft Diamondback 8AL Rear Loader use B4,.8 Cubic YardBody Cqeacio;Send-Aulomade C�cftug.Auto Back Pack.Auto Lack Tailgate,Back Up Alarm Light Bar,ICC Lights and Reflectom SYghtGawonOi1 Tank Of/Pressure Gange Cl,menti cythniers,Side Access Door Rear 17don Camera Driver Alert B=er Tailgate Ajar Inificaw Blifing Mep an Rear LED Body Lights, of Shift PTO math Overipeed and POW Halogen Wm*Lights Inside UAper Tailgate,Shining in Hopper,Strabe Light.Safvt}°Mandawn Curbside.Acrylic Urethane Enamel Single Color Paint,101 .Fire ExtingulTher,Triangle it,Plastic Fenders,I YearBeet,&Hydraulic Warranty,2 Yew-Cylinder Warmno;Afinimum Cliaesis Requirements.-108"CA 17 000 1b.GYWR$46500.[OPTION B)Main&H0800 Sl* Loader Refirm Bad)%8 Cubic lardB4,Cepac4y with B4,Lill Hai Shift PTO with OverspecdandPatag Auto Lock Tailgate,Back ap Alarm,LED B4-Lights,Halogen Wark Lights in Happen Rrobe Light A&Mual Packfng Controh, ftht Gangs an Oil Tank Pressure Gauge Acrylic Urethane Enamel Single Color Paint Chrame,Winders,Tailgate Ajar Indicator,Rear 77sion Camestem.101b FYre&art iguisher,Mangle KA,I Year Body afic Warrano-,2 Year Cylinder Warrmro,,Mahvium Chassis Requinnients.-108"CA,18.000 lb.GF'WR Page 955 of 1324 VEHICLE: F-550(F5G)(ALTERNATE DEALERS) DEALER: Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: Western Northern Central Southern BASE PRICE: $34,968.00 $34,969.00 $35,562.00 $35,562.00 MISC OPT Optional equipment-specify $525.00' DOIALFORD.-[Option A]First Aid,FirvZothigulakerand DOT LED rechargeable warning lights:$325[OpdonBj '3rdBiub LiglitSiVely Pulse(Puloss 3rd Brake U&(4)11mrsipm qpplicadon of brake1 i edriver awareness behind)wn when stapping)$229(59M).[Option C]For base deca1ksge we WO.[Opffon D]For wirdow lint reg cab we$225fim-ext or crew cab use$365.[Option Ej. ThV®Prodiocts ora ad.Base and 'Plaorm.$695 [Option Fimilm 1 Mia F requiresfiatbed.I Modil 190 Kohler$105OL7111F .0 TAG New state tag(specify state,county,city,sheriff,etc.) $230.001 DUYALFORD.Includes administrative costs associated with thefiling.wan4fer,arquisonon and installation cV oppro Slip I priale registration&Plateper option&=Ipdon allowed by section 3.23 Terms and Conditions.Requires Wa TX Transfer existing is ®c (must provide tag number) $185.001- DUT-ALFORD.includes administrative is associated with thefifing,irimfor,acquisition,and Installation of aAMIP"Ote registration&PIMP81'OPHOH*807puan all by section 3.23 Terms and Candidom [ALTD]Per terms and condidomi section 3.22 INSPECTIONAND ACCEPTANCE.an Alternative Drhvepy Destination charreper rehicle of 1232 will be appliedia allpiorchase raw re impecdon andacceptance occurs awa)-fiwn Me enduser's registered address within the state of Florida,For duffmadons where k9mcdon and assnpaince am located owside the Sunshine State contact dealer Me cast derivadon la fare using compuradanally iota statistical aom4wir udik-Ing data inputs such as cost ofeaptial,itarrest cart y on bad debt,defivety variance with outside 1&vimn,tern wy damage, ainifluchavingfiffilc ts. Temporary tag $109.001 DUVALFORD:Inchalffs administrative is associated with thefife ng,ftwuftr,acquisition,and installation qf appI Widtio registration&Plate per option description all ad by section 3.23 Terms and Conditions Requires Welglit slip MY575 'Maintenance Plan-s i 1,960.00's 'DEBALFORD:5 Your 7S,000 mile Prounium Maintenance Plan.Miseries visits at 5000 mile hate rralsfarvehicles with Gas Engbse,zero deductible For GAS Chassis Cab&Cutaway vehicles use$223A For DIESEL Chassis Cab& 1 Cataway vehicles on$3525.ADD$300 FOR Police,Emergeng-and Moe Use MP675 Maintenance Plan-spec* $1,905.00' MULFORD:6 Year 7S,000 mile Premium Usbacnance,Plait,15 service visits at 5000 mile imen-418for vehicles with Gas Engine,--era deductible.For GAS Chassis Cab&Cutaway vehicles use$2280.t 5000 mile inch rvalifin-%whicles with Diesel Engine,zero deductible.For DIESEL Chassis Cab&CulaiM vehicles use$3580.ADD$300 FOR Police, Enjergeng andFire Use I N96101 Maintenance Plan-specify $2,400.00' 'DUVALFORD:6 Year 100,000 mile Premium Akimenance Plan.20 service visits at 5000 mile intervalaffir vehicles with Gas Engine.®a deductible.For GAS Chants Cab&Culinvay vehicles we$2845 For DIESEL Chassis Cab& Ckmway vehicles=$4513 ADD$500 FOR Police,Evowgency and Fire Use IGB575 Warranty-speci2,900.00' DO ALFORD:5 Yr 75,000 mile rero deohorfiblo BASECffe plonfar Incoitiolete Gas Mehicles: 2900.5 Yr 100.000 mile -crodedwlibleiae$3425.Campate pdcischedide available tpon request.Prices quatedper F Florida Retail ESP Augmg/at 2018 Pricing Gulde"F IGH575 Warranty-specify $3,145.00' MULFORD.5 Yr 75,000 mile zero deductible EXTRACare plimfor loncoWfete Gas 1ehicles:$3145.5 Yr 100,000 mile-era deductible use$3955.Camplete pricing schedule available spoto request Prices g FordMbCa Morida Retail ESP Angust lit 2018 Pricing Gidde IGP575 Warranty-specify $3,615.00' DO ALFORD-5 Yr 75,000 mile®e deductible PREMIUArare plan far Incomplete Go Vehicles:$3 615.5 Yr I OR 000 mile as deduetable am$4435.Cimplefe prieft sookedate avallable upon P-equesi Prices quotedper F Florida Remit ESP Ar est 1st 2018 Pricing Golds IDB575 Diesel Warranty-a i 3,125.00' D UJ ALFORD:5 Yr 75,000 anile®a deArdble BASECiore plonfar Incomplete Diesel Vehicles:$.1125.5 Yr 100.000 mile® deductible we$4150.Cont eta pricing schiedare available"go request Prices quat pardMoCc, Florida Remit ESP August lit 2018 Pricing Guide Page 956 of 1324 VEHICLE: F-550(M)(ALTERNATE DEALERS) DEALER: Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: Western Northam Central Southern BASE PRICE: $34,969.00 $34,968.00 $35,562.00 $35,562.00 IDE575 Diesel Warranty-specify $3,410.00' DWALFORD 5 Yr 75.000 mile me ro deductible EXTRACareplanfor Incomplete Diesel Mehicirs:$3410.5 Yr 100,000 mile®e deductible we$4725.Complete pricing wkedule available sq;ox request Prices quatedper F Plarids Retail ESP August ht 2018 hicing Gidde IDP575 I Diesel Warranty-specify $3,940.00" DUVALFORD.5 Yr 75,0 00 age zero dedwitble PREAHUAICarr planfar Incomplete Diesel Vehicles:53940.5 Yr 100.000 mile®a deductible use$5520.Cemplege pricing schedule mailable ilmn nquest.Prices quoteat por FonlM&Co Florida Retail ESP Aurut In 2018 Pricing Guide Page 957 of 1324 Date: PUBLIC WORKS DEPARTMENT RE' ' UEST FOR PURCHASE ORDER 10/13/2018 Acenount .: 501-2515-591.64-31 : JUSc hon ;" y, ill Dam, De Cimle All that Apply Division ChaEg A1Utilities lica ov 1 ' o Vendor: Duval Ford t : : - 87-6816 _ Laura.Torbett@duvalfleet.com 904-381-6599 i _QT Y ; PRICE UNIT —DESCRIPTION ITEM# COLOR SIZE TOTAL 1 $26,283-00 - cab 6 White $26,283.00 1 $22,577.00 Each Opt ions per quote Per c '577.0 i i I I ce Quote Vendor Name i TOTAL I S48.860.00 Page 958 of 1324 VT4 CZTr OF BOrNTON BEACH 77 F{,'a�4i` F'iS,17 iRi.,tri'-. i C N H 11M L BILL DARTY Lmww Torbett per)904-W7-6816 V , 1616 CoW Ave.J&%FL SP210 � r FRA 1 N'rs } _t�MEll I 1S'Faffa 1 8 CHAISSON'(D L REAw a,.d.494 F$M 26,28- QQ cSPEED AUTO TRANSVS GAB ENGINE ®_ 146'WHEEL $0"DMTO AXLET' 4.30 LINITTED SLIP AXLE1 G 3FARETIRE _ W, 1EXTERIOR, OXFORD WHITE INTERIOR: VINYL 40P ®.., VINYL FLOOR — ELECTRIC MAKE commomm +tiPOWER WINDOWSAND LOCKS1 11 5266 SPEED CONTROLI TILT WHEEL 62 00 f MI I C DEL 1.6B ,GAB STEPS 444.OG k DAYTIME RUNNING LIGHTS 1 44.00 L I SPRAY IN LI ,INCLUDES S F LB T 965.00 ``` . KID S .. 0 Iq � M S :8HI ON E FLY T LL GIZE SPARE TIRE AND WHEELt PID D" '64i TRAILER TOWING PACKAGE -- B B FT.KNAPHEIDE UTILITY BODY 7 0 00 Sya - 1B SHIP THROUGH TO BODY MNAUFACTURER,INCLUDE CERTIFIED PDI BACK UP ALARM 1a w.. BACK UP CAMERA 414.00 'dPT-EQUIP HAVIS LAP TOP MOUNT AND UNIVERSAL LOCKING TRAY 71f896 11! 1,500 WA R 1 ^ I. EN LIBERTY11 LIG R TRAFFICR,INC SWITCH CONTROLLER 1,748.00 ,1 an v ]AMBER WITH CLEAR LENSES CITYT D I __ —_,. ... daBl Total labor hours per spec Includes wire,loom,ccnnectnrs.PDI end shop supplies: #120 ' s00 VENDOR R PLEASE CLEARLY T YOU _...s�R PURCHASE ORDER WHERE v L F I T I YOUR VEHICLE,HOW TH E VEHICLE 15 TO BE TITLED, INVOICE OOMMENTe IS TO BE MAILED. 1A rrr Irt < <ar �a S �11111�11 ��t1� t s ,tee}4tivl�%i „l„ Frintuda 11/12/18 ww.duvalflest.com norm=BSS®LT.Xl= Page 959 of 1324 fit„ r AU FLORIDA SHERIFFS ASSOCIATION & FLORIDA ASSOCIATION OF COUNTIES Unit Name of Dealership Type of Vehicle Zone ase Price 1 IDN CAB C LT )-4 41900cifilation ) 2019 ChevroletSilverado 3500 ( 3 3) — 19 Chevrolet Silverado 350 ( 3) Western - - 2019 1 Silverado 3500 HD _ (C 33) - Northam 2019 ChevroletSilverado 3500 HD orthern _ — ( ) 2019 ChevroletSilverado 3500 HD ( 3) - - 1 1 Silverado 3500 HD ( 3 3) - - 2019 ChevroletSilverado 3500 HD ( 3) Southern 2019 ChevroletSilverado 3500 HD Southern - - (C 3) Coggin Auto(Ford) 2019 - (173 11) *Western $25,319.00 ALT-Duval Ford1 -35 ( 3 ) Western $25,946.00 Coggin ) 2019 - 3 ) *Northern 25,31 . Duval Ford LLC 2019o - 3 ) Northern $26,293.00 Co (Ford) 2019 Ford F- 5 ) 25,319.0 Duval Ford LLC 201 -3 (173H) Central $26,293.00 Coggin (Ford) 2019 Ford F-350(M) *Southern $25,419.00 Duval Ford LLC 201 -350 3H) Southern $26,283. 2019 GMC Sierra 35 (TK36003) Western -- 2019 i 35 ( 3 ) WesternNB— 2019 GMC Sierra 3500 HD( 3 0Northern 2019 GMC Siam350 3} Northern — — 2019 GMC Sims3500 HD( 03) CentralNB— 2019 GMC Sierra 3 ( ) Central -- Page 960 of 1324 2019 GMC Sierra3500 HD( 3) Southern NB— 2019 GMC Sierra35 ( 03) SouthernNB— Garber Chrysler Dodge Truck,Inc. 2019 350 ( ) western $32,654.00 Alan Jay Chrysler Jeep Dodge of Wauchula2019 Ram 350 3) $33,094.00 Garba Chrysler e Truck,Inc. 2019 Ram 35 ) Northern $32,454.00 Alan Jay ChryslerJeep Dodgeof Wauchula 2019 Ram 350 3) $32,994.00 Garber Chrysler o Truck,Inc. 2019 Ram 350 3) Central $32,554.00 Alan Jay Chrysler Jeep Dodge of Wauchula2019 35 ( L 3) C $32,784.00 Garber Chrysler e Truck,Inc. 2019 Ram 3500( 3) Southern $32,654.00 Alan Jay Chrysler Jeep Dodge of Wauchula 2019 3500( ) $32,794.00 Page 961 of 1324 t b ' FLORIDA �.., Mcxer��[� cs�� :•w UMAD e NorW WHEEL)FLORIDA SHERIFFS ASSOCIATION & FLORIDA ASSOCIATION OF COUNTIES I TON CAB & CHASSIS (DUAL REAR - I 1F-350 (F3H) (Alternate Dealer Option) The Ford -3 ( 3 )purchased through this contract comesi ll the standard equipmentas specified by the manufacturer fbr this model and FSA's base vehicle specification(s)requirements whichincluded e a part of thiss vehicle price as awarded by specification by zone. Western e 1 Southern PRICE:BASE $25,846.00 $26,283.00 $26,283.00 $26,293.00 While the Florida Sheriffs AssociationFloridas ocia i of Countieshave attempted !den* include those equipment items most often requested by participatingagencies r MI size vehicles, ize equipment needs and preferences am going vary from agency to agency.In an effort to incorporate flexibilityour program,we have created specificl ions which allow the purchasertailor the vehicle to their particular wants or needs. The following equipment delions and their related cost are providedassist you in approximating1 cost of the type vehicle (s)you wish to order through thisSimply c the cost of anyof the following equipmentitems you deletedwish the base unit cost /or add the cost of any equipmentt s you wish added to the base unit cost to determine the approximatee vehicle(s)you wish to order. An official listing of all add/delete options and their prices shouldobtained a appropriate dealer in your zone when preparing your order.Additionall options other than thoselisted v it l e dealers,however,those listed must be honored by the dealers in yourat thest . Page 962 of 1324 VEHICLE, F-350(M)(ALTERNATE DEALERS) DEALER: Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LJC ® western Northam Central Southern BASE PRICE: $25,846.00 $26,293.00 $26,283.00 $26,283.00 Order Code Delete Options All Zones- 5-speed manual transmission with overdrive in lieu of automatic overdrive NC DIAWLFORD; I BF I Single rear wheels,9,900 I .GVWR. $100.001 DUVALFORD,0 VWR FW10,900 XMI 1,300 W3F111.400,Fuel Tank 26.5 gallon mid shIA 18"A ryeal Painted Mecl whoeiiilPalntedHubCmvrICenterOrmnwars. it conditioning NAI DUI.WLFORD, I AMIFM stereo radio NA I DMIALFORD, I DX4L 1 Limited slip differential on rear axles $100.001 DUTALFORD, Order Code Add Options All Zones 99T Engine upgrade-specify $9,119.00 1 DUVALFOPD:6.7L 4 Yah-e OHVPowerSbvh@ Y8 Turbo Diesel B20 with atanualpask-bamt an E BrakinrTorqSWO Sh-*edAunnnatic w,/SekrfSh#W.der retic(6R140) Engine upgrade-specify $249.001 DUTALFORD,Operator C;ommandedRegeneradon(req.6 M Power S&VkVM Diesel engft)l I Bi-fuel made]-specify NAI; DUTWLFORD; I 98F CNG prep-specify $314.001 DUf ALFORD,CNGIPropane Gaseous Exone Prep Packap(WUL anb) CNG* CNG conversion(discuss with dealer) $11.995.00" DUI ALFORD. 15.1 G CNG Comyrsionfor FW-dF350 v 62 L I LPG* LPG conversion(discuss with dealer) NAI DUVALFORD; I 65C I Dual fiteltanks $624.00', k DMULFORDDual Diesel—combines 40 gallon -o le&26.5 gallon midship tank(rwq.DRW;XL req.96VAI T'alw Pkj AD,D$999 or 585 Radio ADD$349 an AM Fleet unius,req.99T diesel engine)W require body mtWeadon for Macedon qfDEFt 67E Alternator,extra HD $94.00' DUrALFORD,Extra Extra flk"-Duo-Arra reatar(240Anip;Opt.XLMTw1&2L engine.re ab wet 1.10F1400W Oullef(43C)andSxou,P1mr Pig.(473)when dw 6.2L is ardered;NA W67A CUL ar681j 67B*' I Dual alternators $114.00' DUMFORD;Dual Extra Moa*-Dury Alternators(req.6 M Power StrakeD Diesel engme;total of 377 Amp,requimd with Rapid-Heat&ffletal Cab Reefer(41A);NA 62L or 6.84 SEIC Idle control Stdi DUVALFORD:Stationtuy Elerated Idle Coniml(MC).--Acts as the"throlde kicker"when Inareand ens speed it needed-Consists ef strategy embedded in the powerfrain conbW module(PCM)anda at of bluffli-c"t wires to catamand it-Selling dealer will need to obtain a P70 controller or swischjram the qfternmrhe—Upfiffer Mvirches may ham one switch dedicated for PYO usoge-Engine gweds—900 to 3000 rpm(6.7L diesel engine)—11 rpm(6.8L gandifte enghm)-Automatically locks the loqa-canrerter,sendingpower to the PTO gear when the operator turns on dM PTO awlick hatruedam to fitters for compleany dw SMPTO cireminy can befound in&Thwk Body Builderi Layout Book Page 963 of 1324 VEHICLE: F-350(F3H)(ALTERNATE DEALERS) DEALER: Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: Western Northern Central Southern BASE PRICE: $25,946.00 $26,283.00 $26,283.00 $26,293.00 52B Electric brake controller $269.00 DULFORD,Trailer Brake Controller(TBQ(7'alfied tobe compatible with electronic actuated drum bakes onty.NA v1531 Trailer Tow Pkr;includes Stuart Trailer Tow Connector)1 643.633 Manuhcturces model upgrade package(specify pkg.bid) $3,800-00' DUVALFORD,AZT model e with print Bumper Chrome mAgrained MIC'rqp corer&black lower air daw Go ille-Bright Ch ram 2 Afim x Manually telae old trinferiam,w1powerAeor Slam,beat cmvx spoller muror, inkgrated cleartwe fampr4urnsignis.Wheels 18'Sparkle Silver Faint Cast A hon irlbright hub coversAcenter ornaments. WindipidGhm Jig Rmfiv-seat PinverwIlrouch Wdirn 2ndRow rearseatfore ower t/crwa®Prism7glass,rem beklight on all cabs;2nd Row rearseat ivindaws on&ICab&Crw Cab.Other glass is solar-fire trd.Audio AWFMstereo Mp3 player 41ouATg,4jv1RgCa&6 wlExiCab&ClrwCab Sari as"speakers,addr I LP mounted center speahr on AZT onbC iclEahmedl'mceRecogniinCommunicwiom&Entertainment 4smm-91 lAssist-4.2 LCD Center Stack xcree"ppLink-Smart-Chorgo USBpors-1.Door-DInj So armrost,grab handle,power whidow to swt& reector;fiwt map packets-AgCah&EvCab.fronafivar map pockets on Caw ab.Floor covering Color-coardYnated carpet&empeted flear is includes rear is on Ex1Cab&0vCab-&tared whon affiveatherfloar mats are ordered. Imfret meret Center 4.2 Pt xwh wilviJ3°Screen dhplay v/menp Compuir,Fuel Economy& TowlOff-Road q4dications 5 but message cirl on steeringwhoel included w1dar SYNC&Senices,NA m,/6 8L Pm Per EqWpnenf Accessmy&1oy,Door-locks w1backill switches Windows w/backht switches.Pawerpmt&11OW400m,Gutter I Powerpt ire center undtr-seal storage.Sears RGCAB Cloth.40120140 Wit buch.20%center andiu-seat slarage, w1 ter armrest capkaider&storage 4 way a#ustable dinTrIpan headrests E=AB Cloth.6W40fold-jp bwk seat CRWCAB 60140 bench wft-qp seats&fold-dipm backrests w1under-sex partifiand lockablefold- at siwvp.2 ow -d head resirms&centr head Pwirmt.SYeer no/Chdar CH.Sam Visors Colo r-coardthated Chh,driver&paww1covered mumv.Auto lovkRemore Keyloss Entry SeczmLock Passive w And . 90L i Powerwindows/door locks $914.00 DUVALFORD.POWER EQEMPMENTGROUPA-eallabill(y Optional on n Standard an)aTandLanal Includes AccomiT Delay,Advanced Security Pack(Incl.SecurfLockS,Passtre Anti® Systent(PAM aadInchmnair 110trusion Sensori).Manual-foldYng.re l la erglass fraller inw,mirrars with heatedglats,heated convex sooner nzirror integrated clearance lampvhm signals(AM&XLT anb).1yKs36 owner conlrobjeature,Paver lit row (fivne-sea#windows irlone-loach*down,Pam-or 2nd raw ftvar-jeao wa?3UPRACnew Cab),Power lockj, Power-folding.PowerScope*Telescopmg,Power Glass D-aller Tow Mirrot s w Ith Reag Tam Stpat.Hi Int LED Security Alpt—ch Lan4ps Elfflf(p Lightisftm XED Side an—Soots)(54,9(Larial-b) Remote keyless rnft3, Secur!ZackS Passive And-Theft S)watm(PA TS)(XLT and Lariat Only),Upgrioded dam-aim panel XL Deletes:Passenger side lack cylinder.Options Available:Powebkfing,PowerScopeS Telescophig.Power Glass Trailer Town Afirrars with Heal.Turn Signal.Ifigh-lateasky LED Security ApTvach Lamp.Utility Lkhring&)vsaun(LED Side-minnor Wighu) (34P)(XL T only).FOR CREW CAB USE 81124 525 1 l/tilt steering wheel $234.00 DUFALFURD,lided in XL ivine 96P and model upgrade XLT.Steerica gm-keel mounted AM/FM radio with single CD NAI DUVALFORD, 1 5851 "Blue Tooth"connectivity $549.00' DCFA LFORD,SYN CO-Enhowed I' ce Recognition Communication and Entertainment SLymm-911 Assists-4.2 LCD Center Stackscreen Fp n rt-Charging USBpart-am(1)-A F r o MP3 Pla)wr(speakerx, four(4)with Regular Cab six(6)with StpwCab and Cmv Cab)NA vr1557A1rbagD#k:v.hicludedire xig n upgrade. on-star NAI ,I)MALFORD; 39S* ' Satellite radio $194.00' DUFAL pORD;S#HusX.W@Rad?o3(inchdesa6-nionthprepaidsiibwHplion.Service is not availabe in Alaska and Hmrafl.);Reg.585 SYN ar913 SYNC193,addsone(])IIPnwwfedceAter speab)-anXLTort ly.Inchniodinxii model ,arade.1 924* ' Deep tinted glass $275.00' DUVALFORD;Ophon is for Deep window Unifilm Including whdalueld strip,do*or legal.For Crew Cab and Supercab we$363.Factory OpUan 924 FixedRear Prhw,7 Glass Windzy Requires 43B rear Defiwier at$59(Rear Window Privacy Glen andrear defizuter are standard on AZI) I Page 964 of 1324 VEHICLE: F-350(M)(ALTERNATE DEALEM) DEALER: Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: western Northern Central Southern BASE PRICE: $25,846.00 $26,283.00 $26,283.00 $26,293.00 435* Sliding rear window $404.001 DMLFORD;PmYerVh*ng w and Prhwy Glass(XL rag.90L penver Erdpitnim Grow,924 Privacy Glass is standardonAM fitchniks LWwrlPassenger sun r1sais wAllumydl inaled vanto,covered mirrors).Option not mahie an reg cab models Ti AS 1 40/20/40 seat in vinyl Std I DUVALFORD. 1 40/20/40 sent in cloth $99-00 1 Db7XLFORD,Cloth 40120140 it Bench-(XL Only)eRegular Cah/Sigiervah)Cloth 40120140 Split Bench-Crew Cab (A'L Onb)$314 Side air bags Still DUTALFORD, 3K Third key $140.00' MALFORD,Extra Mahlon/door Keyper rehicle by Key Code Adifitional Remote ata!lablew here qVicablefor an al$200. I X3H.X3F Fxtended cab model $4,000.00', LIMLFORD,Ban modelS*c#VabXL modelivith 60 inchCA...AFA as 84ca. W3H.W3F Crew cab(4 door) 1 5,000.00 1 DUVALFORD;Ban model CJ Cad XL n with 60 Inch CA...NA as 84ca. 18B I Cab steps $319.001 DMALFORD,Plagraiwa RunningBoarth.For extarorcrew cab madkis um$444. 1 9421 Daytime running lights $44.00 1 DUIWLFORD; I Immobilize daytime ing lights Std] DUIALFORD, I 1 SPOT I Left-hand pillar mounted 6"spotlight with clear halogen bulb,dealer installed $575.00 DUMFORD;0WIT Brand.For remote aprated Go-Light(4wdfi°t ocadonfor mor mling cab or be 04 arrapal mounte4i toe$649 2SPOT I Left&right-hand pillar mounted 6"spotlightwith clear halogen bulb,dealer installed $796.00'. DUVALFORD;Unity Brandfqr both sides.For remote"juted Go-Light ft c' locationfor numming.-cab or bo# areapole mounto use$649 1 VV Vent visors-1 style $175.00' DMALFORMI RS Rainshields-flangestyle $175.00'- DMLFORD, I BS Bug shield $175.00 1 MWLFORD,. woo I Wrap-around grille guard $1,495.00 1 DUTALFORD;Full Whp around GH11 Gwrd Westin.&erftng or Wam hwid.Includes vhxh plate.To Alite the wrW around credit$175.For(2)lights on channel add$75 with ivesthr.Requbw 67H HD service suspensionpackap at$124: Recommended only an vehicles which willpermattenib,nylize cv%rmarhr ersipment such as"-dury winches,bnah guards or other apporains which loads the axle to the 4mcgled Gross Axle We Rating(GA WR). LIN'EX SB Spray-in liner(Rhino,Line-X or approved equivalent) $995.001 DMALFORD.Pricefor Ybady.Far 11' $120.For Reading body add$120jur an),le;Wk.For Rear Bumper or dW down doors add$100.For bodies with crimes add$150.For underhody unikwoofing add$850.Far SipM,finer inside Enetwed service bodies vie$1240 1 Page 965 of 1324 VEHICLE: F-350(F3H)(ALTERNATE DEALERS) DEALER: Duval Ford UC Duval Ford UC Duval Ford LLC Duval Ford LLC ZONE: Western Northem Central southern BASE PRICE: $25,946.00 $26,283.00 $26,283.00 $26,293.00 TBM All terrain tread tires $164.00' DUVALFORD;1.LT245175RX17EBSWAT$164(SRWIDM Z L7245175,RX17E OWL AT T?R&(TBL)AT$'249 with XLTmodell 41P* Skid plates $99.00, DUVALFORD;To=zftr Cam,Req.SiperCab or CrewCab model 2131 Shift on the fly $184.00'- DUYALFURD. -Fly®( F)—U4(manual-locking hubs&auto rotary control on I/P,required /Fl Co Console $279.00' 62R PTO provision DWALFORD. 7)wumission Power Takr-offProvishm(Amil.vl&21,68L engine or 6.7L Power Stvb*Diesel engive;all engines Include Mobile and Stationaty P70 oxides,62L req.X4L 4.3Oft nal drhv ratio) I PTO AT* 'PTO auto trans provision $2,676.00 WA res Requires 62R.hicludes mounted Muncle or Chelsea PTOfor transmission pampered Component CRANE4K] 4,000 lb.EH Auto Crane,or approved equivalent,with crane reinforcements with manual $16,250.00' outriggers D T11 ALFORD.4000 lir_Capacity Electric over Ho w mile cram.Cranes Inchide boom rest,Vfing build W and crank dmyn iram out riWix.For Body Reinforcement when ordering with standard service badj-add$4500.[OPTION 1] Antocrianii EffC4 with 16P rrac&$16250.Add$700 with 2OFY Be=[OPTION 21 LIfimoore 4 1$14900 For Hydraulic version add PYV option.62R and$7800[OPTION 3]&eflar EC4000 FM Comb-ol SI5900.For Hych-tudic Version addPT0 option.62R,and$7800[OPTION 4]Vinturit ET16$15500 1 AC9 19 ft.Auto Crane body,or approved equivalent,with shelf package, 12"bumper with crank $16,200.00 outriggers DUFALFORD 9foot Aulocrane 7imn 16 Crane bodyfor we with 40009 cranes.Patented oce 10 gouge side-park des ign for n igged off-r W i ue m mou&ej weld seams for I=c racking and ru ff litwgral cram ba x a=*rs load direcib t to outriggers reducing siren an the chauts—reWaved ap to 16,00 Oft lb(2.21 M ince l s uduless stee I hl s reduce potential cora"points Double*aiuled galvaninial doorefor added sgth Go shock door closers reduce wear-and4ear Rounded door comers throughout reduce effict aftmid an as uta Flush doarpamils with bulb seal gasket andfunctionalfull-lc nO drip railfor&3vr a Fully laidercoatedf-ricuprevention,&Vety amisecto Ity buiIt in.Fully stable throughout loing radius qf the cramifer maxone-ed cram capacity Largeflush-monateA anded, stop4ail-nim fightefor better visibilio-Few or six heiM-dkiy tie downsfarpayload secuilly Thme-pohil lar in systein provides jecure door c/midis Fe ties addpromcdox to tthe el well Rotembid comrs throtighom reduce effect qfload on join points Best-hr-class Nw-YearLisifted Warranty.Unobstructed crand conipariment diabeB usable cargo re Double-paneled slammable tail to mm hand ease-of-ase Complete shetrpachap to apium:e storage needs ACI I I I ft.Auto Crane body,ore equivalent,with shelf package, 12"bumper with crank $16,400,00' outriggers DUVALFORD;11foolAutocrime 771an 16Owne hadyfor ase with 4000#crows.Patented omi-piece 10 gwp side-pack desipjm-rugged,off-road use mini yes weld sfor ten cracking and Past hae crane box ran*rs load d1recib- to a reducing sovas on the chards—rchr)brced&V to 16,000ft lb(2.21 do internal saimlen steel h1ups reduce potential cot7whinparots Doubhi-panelad gahal dootsfar addedarength Go shock door chisers reduce wein-and-oiar Roundeddoor comers dBwu&u1 reAce gfect ooad on stress is Flash doorpamils with bulb seal gasket andfimcdonalfill-hingth oilp riulfor&Yer conpariments Frilly umlercoatedfo-rust noon Saiko,andjecialo, bidh in:Fully stable Arou lilling radius of the cranefor marlint-ed crane capacity Large,floh-maturted.ang1@4 juip-tall-mm 1' is better visibility Four or sty tiedownsforpayload accurpy e- int latching system provides seciov door closures Fendriviles addpratecdon to the boto,at the wheel well Rounded door cs throughout reduce effect qf1badon strasspathis Best-in-clazz nw-Year Limited glarianty.Unobstructed crane compariment mrimires usable cargo trace Double-patieled slam tallgalefor one hand ease-of-use Complete sheltPockap to oprimix Storage used; LG16 1,500 lb.lift 9aW $3,395.00 DUVALFORD.1600#CAPAC ,Add$650forflatbed coqfigurations Page 966 of 1324 VEHICLE: F-350(F3H)(ALTERNATE DEALERS) DEALER,• Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: Western Northern central Southern BASE PRICE: $25,946.00 $26,283.00 $26,283.00 $26,283.00 12KW* 12.000 I .winch with remote $1,800.001 UFA ill REQ.pill guard WGG.Chmpton ivarkhorsefor beary4m#Y'N'inchfng-3-JAWPkmtart'gftwrdn combined with a 4.6hp series wound molarprodwe 12, 0l oftuffingpeiver.12,0001b.(5,440kg)pulling cWtiefty (single line)Largefivane winch design is aksigned to hands bmter winch Made Sedes-wound high-speed molar proydesfmi line speedandstnangpidij Brake prowiks seveilor cm bile winchingRemole-mount contral box all owaforiw1our motmdagVions Lho-able 3-Btageplamiar)-goonminfo-simolk reftable,opemdon Remote cannot with 12'(3.70)lead Chi p-resisurmpowder,coaredfinish 125'qf3M"(38m oft5mm)d1ainerer wire rope VTX21 Headlight flashers $450.00 1 1 DUIALFORD. Whelen ivrux LEDng lights aigall in amber,white,red or blue.May opilonfar two recessed grill LED's an crass bal.ingrill Full size spare tire&rim Incl.1 DWALFORD,- 1 N21 Nitrogen filled tires including spare tire $245.00 1 DWALFORD.-Replacing the air In 3vur tires,andproperb�inaintaining them with Nit ll can increase 3vur fire life b). as much as sm immase 3vurjual ecanamy as much as 10%and decrease your chances a Ing a fallure by f as much as 75%(so urce.nlft*711.ctm# I espertenc ffiv HDT'OW Trailer towing package,to include heavy duty flashers,wiring for trailer plug(7 prong round), $1,345.00' and class IV fime mounted trailer is with 2"square removable receiver, I"shank with 2"ball. May be dealer installed. DUVALFORD:For Pintle ball combination add$285 L404 94 184"cab to axle $1,415.00' DMALFORD;Me measwevient is dependent Wou a tpee model beft selected.Be sum taselrcf,as a stporate qWom the Cab coffturmhur destredlbrJbial aszenjCab choice,Me convipanding wheelbase will be noted that renders rim 84 inche meaju;vmontfrqnj the Aft-cA to the rear axk.This fipim-madon ceriffles the cab to axle gu rCabDfiWModd meamt is aatesaco sureenporwplfor secondtage maWturing ndf�nal assembly.Amilable as Re In Vehicles.Not arailable with&4xrCab or OvvCab model MO. I I ISB manufkcturces certified factory I I ft.extended service body(requires 84"CA) $8,800.001 DU 7 WLFORD;Kruphelde 11 service body model 6132d54 or Reading SLU132ADW.Flip Top Lids add$1995. 5000#Craw Body Reinforcement add.$4200.Choose proper wheelbase qptionjbr corresponding cab selection.See (31v.316)jbr optional Kmrphel ane'Reaft Factoryrouting desomflon.imirdes b4,ceil0cadon andwright s1JA See Optional Equi pwuntifar required bunrcr selectioml 9S13 Manufacturcisertified fkutory standard wide service body for dual rear wheels to include $7,800-00 appropriate mirrors-specify.May be dealer installed.(NOTE:If you am ordering a service body, we are advising you to contact your awarded vendor.) MULFORD;Knaphekk 9foar serrice body mode161 4,for Reaft 9 FT all 08AD W specify Reading 938.Flip Top Lids add$1200..5000#Crane Bad),ReWorcement add:$4200.Choose proper wheelbase optionfor cormsotmiling Cob selection.See(31r.31b)jbr-apdoral Kruplulde andReaft Factory routing ifirsignation,includes b4-ceriffloodan and ireight slip..See Optional Zpapmentfor reored bmiper selection PC Powder coating for utility bod NC DMUORD,Reading Brand onb- 9D 2-3 yd.dump with manual ground control trap $11,000.001 DUVALFORD.Godwin 184u,Reaft.Rugby or equaL 9 Foot Dump Body with 10sangeA607gmda-50 high tensile sleelvith bared top rall andfidly:welded boxedrear cornerpast.6"s! boardgussror withfid?Istigh rub nzils.and bor 1W side braces.electric hot A tarp with arms.Choose preper wheelbase optionjar co7wsug cab selection See (3Jv.3lb)for opulourd Krapheide andReadine Factory routhig designarlon.Includes b4a cerocarlon andweight slip. Fold down s aaW$1294 Electric Tapp add$646.Led mar*er lights add$400 1 9FS Manufteturces.certified factory 9 ft.flat stake body with 40"stake sides and gates{ i ,200.001 CA) D W XIFORD;Knapheide�rrmxsl or Reading H9P 9oo I s take bo4-with 4 0"aides. lets Stalm credit$200.solid bulkhead add$450.See(3 1 r.31 b)for aphinal Korapheide and ReanIng Fac",rouling desigo kidon.int s body certffleadon and weight slip.Far elechic hoist add$3450.For Alumbnou Flat Bed with bulkhead onb-,ADD$1000 Page 967 of 1324 VEHICLE: F-350(173FO(ALTERNATE DEALERS) DEALER: Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE.- Western Northern Central Southern BASE PRICE: $25,946.00 $26,283.00 $26,283.00 $26,293.00 12PS Manufhcturcescertifled factory 12 ft.flat stake body with 40"stake sides and gates(requires 84" $6,600.00 CA) DMALFORD;Knapholde pmxs]2 or Reading H12P 12ft Flat Stake with 40'sides.Delete Stake credit$200.mild bulkhead add$450.0 rwheribiase aptionfor corresponding cob selection.See(31v.31b)jbr optional !i Bide and Anaft Facftmy routing designarion,utchairs bc4*,certification and weight slip.For electric hoist add $3450.For Aluminum Flag Bed with bulkhead unb%ADD$1000 76C Backup alarm-Fadory Installed $139.00' DMALFORD,-Covered urder3y7-36karils factar)-waffmt)-. BUA Backup alarm-Dealer Installed $125.00 DWALFORD; HE alar backip alarm rwoessedandwiredwith automotive hout tat erantivird andidam.Includes CS Cab shield headache rack(protects back of cab) $725.00 DUTALFORD,Solid Steel Bulklmad with A&sh Window.Use$450 when&dft creditfar siakefivni.For fightingplat es add$225 1 Pipe rack w1expanded metal basket over cab(fbr pickup bed) NA , DERXLFORD, PRSB Pipe rack w1expended metal basket over cab(fbr utility body) $1,945.00' DUYALFORD;Cmxplefely cusloini:-able options available I SIR Single ladder rack side mounted(specify street or curbside) $695.00': DUI' I CRANEXI Optional body-s ci 10,600.00' DUFALFORD.32001.Capacity Electric over 1156mlic crone.Crinuis inchide boom re A spring build up and crank down mamial ontr4Mrs.For BodyRat iVorcement when ordering with standard service bait mH$4500.[OPTION 11 Stellar ec3200 Hardwine with 1f reach.$10600.[OPTION 2]Antcrane EHC3 Hat °i $11500[OP77ON 3] Lfmoore$11500[OPTION 4]1'emuro ET12re$11200 GOOSEBODY Optional body-specify $6,000.00' DUFALFORD,Price Inchdosthefillawingfeatures:-Ins flet mm*er lights andficenseplate light-Installed owl LED&TITandBlU lights in the bulkhrod'and rear falls kill-Installed&cIrcull ivine hamem-Installed 7-wiW builerphig in gooseneck and In ifie rear skirt-Chassis q=07c long sills installedfar Ford 36",40",42".and 56"CA chassit as standwd.and 34"l g silt Vacingfor 60-and84-CA-Fw!jiff cW batalkafins treerside rad-Umirribefloor gooseneck ball hitch with 2-5116"ball includes hinged door access.Hitch ratedat 30.000 lbs.gross trailerwright.5,000 lbs.max unigue weight.-Mee Vreceirer hitch W&W.9'&11'plaffibrms,Recierer has 2'recap verandis rairdal 12.000 lbs,maximum gross welght 31V.31B Optional body-specify $625.00' DbT WORD,Second Stage Mainfacturer ship throughfar Rea&ng(31 b)at$543 and Kimpheide(31r)at$625. Includes ceriftoom secandstage MSO.and weight slip when combinedwith b4,options contained in specification For all odwrfiw"-registered Ship don desthiadan codes please contact dealeFLABOR•Labor raleper hour Reftru; Dural Ford's Enungency Viingpnce submissionfor hu&idual(tow labor-line.Rafe Inc hniespraftastamilEVT cortifted installation,pneper wire(M GM)Heat rated loam connectors.prep lime andperamal consultation.Volume discounts avoilablefor IffV quanflVpnrchares.call dealerfar qMe.$1351 CM3 I Optional equipment-s i 11,000.001 D UVALFORD;Read1ing CM3 9ft DR W Cram Bodyfor 3000#cranes.(amJ I Malsifiv).For single rear wheel chassis. dedact$400.For I Ift version add S2000.See(31Y.3 lb)far opfional Kde andfiraft Factory raining designation, inchales body cep jOcallon,and weightsilp, I CM61 Optional equipment-specify $17,000-00' DUVALFORD;Rea&ng C 9foat DRW Cram Boto-for up to 5000#crones.Choonr proper wheelbase oplionfor corresponding cab selection.Add$3000for 11 Foot C' 6.See(31v.31b)jbr optional Knapheldr andAemllng Faclaiy routing designation,includes ho,#cerifeation mid weight slip.Add$1200far Curbs bottle compartment I Page 968 of 1324 VEHICLE: F-350(F31-1)(ALTERNATE DEALERS) DEALER: Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: westem Northam Centml Southein RASE PRICE: $25,846.00 $26,283.00 $26,293.00 $26,293.00 KCB Optionale i -specify $15,705.00' D1717ALFORD,Knapheide Crane body 61Md130jm-use kv to 5000#crane an$15205.11 FTKnaphrids Crane body 6132d[30 tip to 50006 crime toe$16000.Choose pnwrwhrelbase opnonfor corresponding cab selection See(3101b) far optional Kiyaphelde and Retsding A-1-31 rolding sl d ,Ifichides bodY ce,00011011 and weight slip I ENCLOSEDSB I Optional equipment-specify $12,750.00' DUVALFD,RD®Kwphate 9fiEnclosedS@n'icob4' rKC108AO094J6]-IH).Opiionl:Nnaphoide(KCIMH2094J72' 1H)Add$700.O t 2:Kmpiwidr 11 EnclosedServi ®. C132 09 61"IH)add$1350.for Option 3:11 jbai Kkk(KC132AI2094J 72"1 add$2050 Choose proper wheelbase opsionfar carrespatuling Cabselection.See (31-31b)jar optional Kde and-1%radhWFacgM-routing des4wfion,t b4,ceritfication mydireight slip I AIR GEN EOptional equipment-specify ME $3,990.00 t. 'DW�4LFORD;[OPTI ONA]GasAir Compressor&Air Rest.-$3630[OPTION B]P Pro ComplCknerator 20 CF 5kW.iv/50'85250[OPTION C]Honda 5kw Generator mounted-85650[OPTIOND]I'MAC 70 CFM Umderhood Csor&Reel.$11125[OP 77ONE]LAPTOP Stand.$680 1 BODYOPTIONS Optional equipment-specify S"0.00 DMULFORD.[OPTIONA]ROCK GUARDS.12 gauge aluminum treadplate.$440[OP77ON B]The heavy duty ,WECHANICS CABINET.$1995[OPTION C]T Xamdlss®single Point$60 each[OPTION D]3 Point Handles:$100 tack [OPTION E]Exterior Pahu.-base coat clear coat $1270[OPTION F]Raised Boole Gas Cainparimend bottle rerainers., $1250[OPTION G]Masygo W Roasjor 9 f body $600 JIFT$700[OPTION H]Base Cone Holder.$175[OPTION)J RD Fold Dotrit Come Holder.$425[OPTION KI LED Taff lights:$450[OPTION L]Extra rear recessed lemesfar corner fightt.-$60[OPTION MI Elecole tacky:$860 for 9 R,$970for JIFT.[OPTION N]Tram B=Requires 1 CA:$3500[OPTION 0]D rings in bedx 6.$425[OPTION P]Jgloo Cooler Holder&Cooler:$250(OPTION Q1 6' Wilton Vise mid Aliumt$395[OP770M R]30 x 18x 18 Vnderlux&Box:$550[OPTION S]36 x 18 x 181 ntlerbody Box: $575[OPTION 77 48 x 18 x 18 Underh4,Box.$600[OPTION U]hw 96"top rail toolboxes.$1440 BUMPER SB Optional equipment-specify $690.00" DUJALFORD,[OPTIONA]Galva Calp Rear Bimper$680[OPTION B]Galva Gn]p with Bell Hitch Recess..$725 [OPTION C]llreadWate Bumper with Pinde Hook Recess $725.[OP Df For backW camera we code 872$415 phis$200far hutall.[OPTION El Bwqmp,18"SkeYB=jmr with vise$1365[OPTIONF] r:10 inch Storage BuWer and Vise Plaorm:$1894[OPTION Q]E to Body Randrail in S0171p Shp$775 MISC OPT Optional equipment-specify $525.00' DUI ALFORD;First Alit Fire Extinguisher and DOTLED rechargeable warning 11 is.3rdBrake Light Safity Pulse (Pulses 3rdBrob Light(4)times upan,g7idicaflon oftrakepedal to increase driverawate ness behila dawn when sio,Wng)$229(59R*).Far base decalpackage tur$350. MERTER I Optional equipment-specify $400.00" DUVALFORD;[OPTIONA]TH750 750 Wait Intrarger:$400[OPTION B]THJ 000 1000 Won In"Mr.$600[OPTION C}TH2 2000 Wan Imerter.$750[OPTION D]TH3000 3000 Wan Inverter$900[OPTION E]771001 Renwe Convol' far THI0OO-TH3000:$68[OPTIONF]DSI-121120ONDimensiou 1200 wan Pam Sine Wave.$1764[OPTION GI '13SI-1211500NDimensions 1500 wait Pure Sine Wave:$2170[OPTION HI DSI-12124CON Dimensions 2400 wan Pow Sine Wsie:$3164[OPTION 1]LiSI-1213000 ata ions 3W0 wait Purs Sine Wow:$3514[OPTIONJ]DSI-REA40TE Renutte commijbi,Dimensions:$224 LANDSCAPE Optional equipment-specify $11,450.00 DT,7WLF-0RD,-9 FTLaniftoape Daytip 11 Ga.Smooth Gairaimealed Steel Shin an Headboard and Floor,Painted Black. Structural Sted Crass Members an 12"Centers,P imclud Window in Headboard 48"'Expanded Me tal Sides.48" E4wk*d Metal Rear Barn Dom%R?C Buitper,Manual Imp with Anns and Ground Control Crmtk (UNDSCAPE 12-12 Dump 11 Ga.Smooth GalramyealrdSicelSidu on Headboard and Floor.Painteduck Struchaul Steel Cram Members on 12"Centera,Punched Window in Headboard,48"Expandtif Metal es.48 0 Eqwndrd Metal Rear Barn Doort ICC Biunprr.Mamid Tapp with Arms and Ground Central Crank$10.700(Xeqj 84CA) TEMP Tempomry tag $108.001 DUVALFORD.Includes administratin cods associated with thefilin g,Punster.acquisifiand if ti of appWata registration&Plate per option drocilption allowed by section 3.23 Tems and Conditions.Requires Wrigid slip Page 969 of 1324 VEHICLE: F-350(F3H)(ALTERNATE DEALERS) DEALER: Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: Western Northern central Southern BASE PRICE: $25,946-00 $26,283.00 $26,283.00 $26,293.00 TX Transfer existing registration(must provide tog number) $195.00' DUVALFORD.Includes administrative costs associated with tfing.transfer,acquisition.and installation of appropriare registration&Plate per option all ®ed by section 3.23 TermatandCandidow [ALT D]Per terms and canditidon 3.22INSPECTIONAND ACCEPTANCE.on Alt ernafiveDeltreryDestinationchaige per vehicle of$1232 will be applied to allptirchase orders where inspection and acceptance occm awayfrom that end asers registered addivis ivishin the state teFYorida.Far destinations where impection and accepnuicte are located maside the Sunshine State contact dealer This cost derivation is far wing contindallonally intensiTe statistical analysis uOking data inputs such as cost of capiial.interest cany an bad debt,dellmy variance with outside locarlom rarliaty danwe, andfluctuathagfwl carts.I TAG New state tag(specify state,county,city,sheriff,etc.) $230.00 DUY WLFORD f administrative costs associated with thefiling,irim4fa,acquisition,and installation of appropriate regisinadon d Plate per option descriPilon all by section 123 Terms and Candidons,Requires Wethi sup I MP575 Maintenance Plan-specify $1,960.00' DUFALFORD:5 Year 75.000 mile Pre malumMaintimance Plan.15 service visits at 5000 mile inservals far vehicles with Gas Engine,--era deductible.For GAS Chassis Cab&Cimaway mbleks we$2230,For DIESEL Chassis Cab&CkMvqY vehicles toe$3525.ADD$300 FOR Police,Emergency and Fhv Use W675 I Maintenance Plan-specify $1,905.00 DMUORD.-6 Year 75.000 mile Premium Maintenance Plan.is service visits at 5000 mile hula is vehicles with Gas EAgine.zera deducrible.For GAS Chassis Cab&Cutaway vehicles we$22M t 5000 mile Interralijbr vehicles with Diesel Engine --era deductible Far DIESEL Chassis Cab&Cmmi go-vehicles use$35K ADD$300 FOR Police, Emergemy and Fire Use I MP6101 maintenance Plan-specify $2,400.00 DO XLFORD.6 Year 100.000 mile Premium Akiniawnce Plan.20 service rWfe at 5000 mile hila is vehicles with Gas Engine,-=deductible.For GAS Chassis Cab&Calaway rehicks use$2845.For DIESEL Chassis Cab&Cutawa3v vehicles use$4515.ADD$SOO FOR Police,Enjerg=7 and Fire Use IGB575 Warranty-specify $2,900.00' DLt{WLFORD:5 Yr 75.000 mile®a deductible BASECare planjor hwom#etff Gas I'ahicles.$290.5 Yr 100,000 mile ®a dedued aim$3425.Complete pralenif schedule a-owilable W=request.Prices quoredper F Florida Retail ESP A lit 20.18 Pricing,Guide IGE575 Warranty-specify $3,145.00 DWALFORD.5 Yd-75.000 mile zero drdticrible EXTRACare an far hcoWere Gas Vehicles.$3145.5 Yr 100,000 mile®a deductible an$3855.Complete p)lclfig schedule available upon request.Prices quat F Florida Retail ESP AtVat JBI 2018 Pricing Guide 1OP575Warranty-specify $3,615.00 D EnALFORD.,5 Yr 75,0 00 mile zero deductible PREMIre plan far Inempleve Gas Vehicles:$3615.5 Yr 100.000 mile®e deductible un 84435.Complete pneing scheAle available Won request.Prices quotedper Fin-dUbCo Florida Retail ESP August Ist 2018 hieing Owns IDB575 Diesel Warranty-specify $3,125.00' D 'l' .5 Yr 75,000 m fie serer dedzictible BASECare plan for inamplete Diese I Mehicles.$3125.5 Yr 100.0 aO mile--era dedactible use$4150.Complete pricing schedule available upon reqi test.Prices quoted per F Florida Retail ESP August 1st 2018 Pricing Guide IDE575 1 iesel Warranty-specify $3,410.00' D ER A LFORD:5 Yr 75,000 m its re to deductible EXTRA Cat v plan for incomplete Diesel Me hicles..$"3410.5 Yr 100,000 mile as deductible use$4 725.Con piete PH'ting schedule mailable Won rrqA met.Prices qjwedper Fm WMoCc Fladda Retail ESP August hr 2018 Pricliag Guide IDP575 Diesel Warranty-specify $3,940.00' DUVALFORD:5 Yr 75,000 mile--era didwlible PREMUACare planfor incomplete Diesel Vehicles:$3940.S Yr J 00.000 mile--ero deductible use$5510.Complete pricing schedule mailable Wam request Prices quoted per FordMoCk; Florida Retail ESP August 1st 2018 Pricing Guide Page 970 of 1324 Date: PUBLIC WORKS DEPARTMENT REQUEST FOR PURCHASE ORDER 10/17/2 1 501-2515-591.64-31 P.O. : Justification: 1, FSA Contract specification�ecification#3 _ � Requested$y: Bill D,,;trty Deparbnent Head A r ..:._ v Cimle AH that Apply Division /Supervisor _,- , _ RF p. . - _ Fleet Division r _ : 1 t ° iti ,1JaReplacing: 2900 :aaaa Vendor: Duval Ford NO. Contact Perm n: Laura Torbett Address: Fed ED#: Cftv: State: Fax#: 904-387-681 Phone: 904-381-6599 QTY PRICE UNIT DESCRIPTION ITEM# COLOR SIZE TOTAL 1 $27,976.00 E38 ach Ford T-350aroof $27,976.00 1 14,454.00 A�cb. ()pfions I er quote Price Ouote Vendor Name TOTAL $42.410.00 Page 971 of 1324 .,, [CZWr--"0'F �u� oarc� Lawn lbrkmW Y ale Bull 1616 CampWAY&Jmr.FiSMO f FRA o t ,Spec 38 -�Fvmiu -vaul-THN" CAAfiW VAN= - - 27•070.0O HASE TRIM PACKAGE �NO� .7L VS ENGINE NO rRIOR: OXFORD WHITE POWER I ODOR LOOKS 79- INTERIOR.P CRUMIS OONTROL p � Ifil..u•, 1HD TRAILER TOWING PACKAGE 806.01 OUA BACKUPALARM 9� 120.DUAL REAR WHIFEL A 7M.00 t T-350 MO L UPGRADE.EXTENDED LENGTH VMODEL F4X4.360.00 �dlL40K UP CAMERAf STO NO BIDE OR REAER GLA58 TAO NEW CITY TAG AND TITLEP 0.006 UME QUIP TROY LAP TOP BASE.P U UNIVERSAL LOOKING TRAY 695.00 INVERTER 1,000 WATTOR INVERTER PLWHELENLI E 11 LED LIGHTGAR WITH @4wrMH CONTROLLER( B CLEAR NSES) 1,745.00 WIRE WITH DIRECTIONAL - � KAROO MASTER ELOTRICALBIN PACKAGE WITH PARTITION FOR HIGH F L0 42TLM A 4,196.00 LABOR Tabil labor hours per @pea Includes i ,commowre,POI and @hop supplies: 1 0.00 VENDOR PLEASEL L V L FORD 18 TO COMMENTS SHIP YOUR VEHICLE,HOW THE VEHICLEIS TITLED, INVOICE IS TO BE t - AIL vl�';' icn�i.�. id J1Yi'JPJ4' I'll n-11.i4- i�t. s:"X.. t.ii' .: , rr . Printed: 10/15/16 .. ... 6 A{X L1'.xl®x Page 972 of 1324 FLORIDA a w ` AMMATKINM COUNTMS ,.. AD Afi FLORIDA SHERIFFS ASSOCIATION & FLORIDA ASSOCIATION OF COUNTIESUTILITY CARGO VAN - HIGH ROOFSPECIFICATION 2019 Ford Transit T250 (R2X) (Alternate i ) The Ford Transit T750(R2X)purchased through thiscontract comes ' l the standardispecified by the manufacturer for this model and FSA's base vehiclespecification(s)r i a hic included and mades pad of this con is vehicle base price as awarded by specification e. ZONE: Western Northam Central Southern BASE PRICE: $27,810.00 $27,910.00 2 , 23.00 $27,976. While a Florida Sheriffs Association and Florida Association of Counties have attempted to identifyinclude ose equipment items most often requested by participating agencies for full size vehicles,we realize equipment nets and preferences are going vary agency to agency.In an effort to incorporate flexibilityour program,we have created specific ! l options which allow the purchaser to tailor the vehicle to their particular wants or needs. The following equipment el ions and their related cost are providedi you in approximating the total cost of the type vehicle(s)you wish to order through thisSimply deduct the cost of any of the fbllowing equipmentitems you deletedwish a base unit t or add the cost of any equipment items you wish added to the base unit cost to determine approximatet o vehicle (s)you wish to order. An official listing of al 1 add/delete frons and their pricesshould obtaineda appropriate dealer in your preparing yourorder.Additionaldel iothose listed a ay be available through the dealers,however,those listed hem mustbe honored by the dealers in yournet the stated prices. Page 973 of 1324 VEHICLE: Transit T250(R2X)(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Coggin Auto(Ford) Bozard Ford Duval Ford LLC ZONE: Western Northern Central Southern BASE ® $27,910.00 $27,810.00 $27,923.00 $27,976.00 Western Order Code Delete Options &Northern Central Southern 'AMIFM stereo radio NC NA NA On-star NA NA NA 1 o van Std NA NA Console engine cover NA NA ' NA Engine downgrade-specify NA NA NA Western Order Code Add Options &Northern Central Southern 63C 2 Alternator- 130-Amp Std 1 $259.002 SO S7WD AMP 150,-FOR 210AAP WIT HDIESELENGEVE LISE63C FOR$2591 DUVALFORD.150 amp,2025 watts.250 amp,3375 watts tryine),210 amp, 2835 waw(Diesel)3 63E I Battery-HD auxiliary $294.00' $294.002 $294.00' 63E 2 70amp4rewh.lncih*sab"bedglass neat. 63E 3 DUVALFORD.-70 anv-hr.,610 CC4(ran).70 anp-hr.,760 CCA,AG U(sod. Diesel opt Gas)&an&rd,Optional Battery—Dual Hm3-Duty Batteries.(70 anp-hr each ardAbsorbed Glass Mao lizalrded with 3.2L 15 Diesel e#Wne (99;)3 93C 1 Bi-fucl model-specify $314.00' $149.002 $314.003 98F 2 CNWropane Gaseous ftine Prep Package.Requires 3.71116 Engim 98C 3 E-85 FLEX FUEL(REQ 3.7L V-6 EVG) 2 DUVALFORD CN&Propane Gaseous Eft7he Prep Package Juchides hardened engine Intake and exhaust n0ves.Available with 3.7L n-PCT V6 fflo enine I only.Not availabk with E-85 F! Ful Ccgwble(98F).3 .00 99C 2 CNG model-specify $314.00' $314.002 $31 3 4 98C CNWropans Gaseous Engine Prep Package.Requires 3.71 V6En#m 98C 3 REQ 3.7L6 EMG 2 DUVALFORD CNGIPropaw Gaseous Engine Prup Package &cludes hardened e*m to and exhaust ivires.Available with 17L 27-VCT M(09AV enghn onlye.Not mailable with E-85 Flex-Fuel CiVable(W).3 CNG CNO conversion(discuss with dealer) $15,400.00' $13,996.00 1$12,000.00' 2 98C-CNG REQ 3.7L6 ENG 2 3CNG DUVALFURD.16.4 GGE CNG Canversionfor FoYW 71ransit,Far 23.5 GGE C2VG Copmrsionjor Fit add$1500 3 Deluxe engine cover NA NA Std 3 DUVALFORD:Console—Center stock console irith integmted shoer 3 99V 1 Diesel engine upgrade-specify $3,994.00' $3,994.002 3, 3'994.003 99V 2 Wne:3.2L Powerstroke 15 Diesel.1 FTC beater and S capability. 3 Inchaks Chase CmWirlUessage Center,full trip computer and enginehour 99V vulm Diml Hrav)-Daio,Batteries 70 amp-hr each.1 ! bed glass nua. -3.31 Azile Ratio-E*ne Black Heater(40OW 3.2L 15 DFESEL ENG 2 DUVALFORD.-3.2L 15 Diesel.Includes Cruise C with Menage Center (60C),Dual Heries(63E)andPTC Heater.Inchodes SEIC capabilivy.185 horsepower @ 3000 rpm 3501b.-ft.aftarque @ 1500-2500 Tm Capable ofoperaling on B20 bjo&e2gjfvcj 3 Page 974 of 1324 VEHICLE: Transit T250(R2X)(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Coggin Auto(Ford) Bozard Ford Duval Ford LLC ZONE: Western Northern Central Southern BASE PRICE. $27,910.00 $27,810.00 $27,823.00 $27,976.00 67D/53B/60C Electric brake controller $1,035-00' $229.002 $229.00' 67D 2 TRAILER BRA.KE CONTROLLER REQUIRES&JNCLUDES CRUISE CONTROL 3 (60Q.HEA IT DV"TRAILER TOWPACKAGE(53B),TOWIHA UL AIDDE 67D WffH TRAILER P71UNG ROVINONS(59B)FOR CUTAWAY&CHASSIS CAD I IDUVALFORD TrailerBrake Contmiler(TBQ.Requires Cndje Control with Message Center(60C)$324 Requires Heai),Dtfi),Trailer Tats®Package(53B)far Cargo Van.3 99G I Engine upgrade-specify $1,864.00' $1,864.002 $149.00', 99G 2 Engine:15L EcaBoost T161itcludes SEIC capability.Includes:-3.31 Axle Ratio 98F 3 3.5L ECOBOOST ENG 2 DUVALPORD:E-85 Flex Fuel Capable.NA with DRW Hd r7an 3 99M W/98C Engine upgrade-specify $314.00 1 NA $1,964.003 99G 3 Engine:3.7L 116 w198C Anclusim SEIC copabifity.Includes:-3.73 Axle -Rado I DUFALFORD.3.5L E V6 with 774TT 310 horsepower @ 5500 ipm 400 lb.ft.of"ne @ 2500 Tm 7Win bufipendent variable camshaft timing m-1,rT) 3 LPG 3 LPG conversion(discuss with dealer) NA NA NA3" DUVALFORD. 3 X7L I Limited slip differential $324.00' $324.002 $324.003' X7L 2 1173 Limitcd-SUp Axle Ratio 6rith standard engino) X4L 3 DUVALFORD:4.1 o. 3 LWB Model upgrade-specify $974.00' NA $2,600.0031 149 EL E9Z Low Roof Cargo I'an 147.6'WB Base w160140 Pas de Carp Doom-41— I Foi-E2ow Roof C&W Tian 147,6"WB Base w/Slid7V Pass-Stdo Carp Door l a&$157 DUVALFORD:r 148 lacurnArd Bo4y Length mo&l(A3XM3U DS)Max.Cargo Longth at Floor rm)170.2 in,Max Colo Length at Bell(in.) 161.3 in. Whm coVedwilk T350 gnpr upgonde includes model 3X 3U DS)When MUtfig DRW includeff madel(S4XSS1S4UW) 3 el ue-si525..003 CUTAWAY Modpgradpecfy NC NA $ MISCOPT 3 FOR R5P TRANS77'T250 CUTA WA Y SRW 138"WB—FOR R7 CHAMS 158" WB ADD$205—FOR T530 WSP Chassis 138"W9 SRW add$545 W7P Chassis 155.7"WB SRWadd$749 F6P Chassl;138"WB DAWADD $1799--//—S6P Chassis 138"WR DR W Base w110,360 fb.G;VR ADD$1940 —//—F&P Chassis 155.7"W9 DR WADD$2128//—S8P Chassis 155.7"WB DRW Base v110.360 1b.GlWR ADD$2469--W/—FYP Chassis 178'WB DRW ADD$2889!1 S9P Chassis 1780 WB DRWBase •110,3601b.GVWR ADD $33981 DUVALFORD.[OPTION 1 FIrst M4 Fire Exti'Wisiter QmIDOTLED rechargeable warning fighu.[OPTION 2]3rd Brake Light et}®Pulse(Pulses Jrd Brake Light(4)Pines upon epplicadan of brake pedal to impease&Iver awareness behindyou when sioppirg)$229.[OP77ON 3]Caw=Rearvitiv mirrw-option.$32S[OPTION 4]ConeHolder mounted tofivni bimperd down $34S[OPTION 51 Thmm)Gate Model 650 3 3 interior deplowlife 1UP $4400 [OPTION 61(16,E)Vrn)4 Flooring Front and Rear$244.use$594 HD Rubber Cffp Mat DLFORD INVERTERS [OPTIONA]T 5 750 Wan lmvrter. $400[OPTION BI 7'H1000 1000 Wart Imp r:$600[OPTION C]TH2000 2000 Wan Inverrer.$750[OPTION DI TH3000 3000 Wan hreener$900[OPTION E], TH001 Remote Cowrat fir TH1000-TH3000:$68[OPTION FJDSI-121120ON Diarenslam 1200 wall Pave Sine Maw:81764[OPTION 0]DS7-121150ON Diere mions 1500 wart Prow Sine Winw:$2170[OPTION HI DS7-121240ON Dimensions 2400 watt P&Pw Sime Wave:$3164[OPTION 11 DSI-121300ON Dimensions 3000 watt Pure Sine Wave:$3514[OPTION'] - REMOTE Remote contralfar Dimensions.$2214[OPTION KI Linex Spivy linerfor ffor Page 975 of 1324 VEHICLE: Transit T250(R2X)(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Coggin Auto(Ford) Bozard Ford Duval Ford LLC ZONE: Western Northern central Southern BASE PRICE: $27,810.00 $27,810.00 $27,823.00 $27,976.00 of Cargo van$1450-4 DRW 1 3 Model upgrade-specify $9,070.001 NA $1,695.00 3 2TONE FOR DR W MUST USE T350 HIGH AOOF CARGO VAN(F4,V HD Ext Cargo Van 147.6"WB DRWB=e WS11ding Fass-Side Colo Door-11—FOR S4X High RoofHD Ext.Carp Van 147.6-WB DRWBaffe vlSftding Pass-Sido Carp Door&10,360 lb.GV"ADD$849--//—FOR F411ffigh RoofHD Ext.Cargo Van 147.6-WB DRW Base wIDualftflngSide Cwp Doors ADD$1149—//— FOR SWIligh RoqrHD Exi.Carp Van 147.6-WD DAWBan wlDual Sliding Mile Cargo Dom&10,3601.0 ADD$1469--//—FOR WXH(o Roof HD Ext Passenger Van 147.6'WB DRWA7,iv1S11&ngPas s-fflde Carp Door ADD$1569 FOR U4XIligh WHD Ra.Passenger T 147.6"WB DRW)aTw1S1JdVqg Paa Cargo Door ADD$1760 DUVALFORD:7WO toneut 3 Advaace Trac 3 Traction control Std. Std Std' DUVALFORD-AdvanceTrac with RSC(,Rol/Stability Control)combines AdvanceTroc electronic stability control andRoll Stability Control technologies to monitor vehicle cornering behavior and awomadcally midw braft and throttle ai#asmurnu;when it seam ivheelsfip,law anon or roll notion to help keep the vehicle an Its tits for enhanceddriver control DR is do not inclide all of the Advanrev stiihi-am,bw do include a)mr motion sensor that worki much the mine way sensing trailer sway and app#-Ing indh idual brakes or mducingpower 3 58V I AM/FM radio'wjth single CD $209.001 $209.00 2 $209.00' 59V 2 Includes audio Inpiajack and 4"mullifimcdon dq)t Incluilee:-4 From 59V 3 *ak.-ry No MVr 4makert. I I DUPALFORD:AAFFMjuereo,arafic inpaijack jingle-CO and 4-in AIFD 3 18D I Appearance package-specify $359.00' $359.00 2 $359.00' 19D 2 &Jedar Upgrade Package-1 1 es chrome headfamp trim,chrome grille and 19D 3 grille surround.Includer Wirels. 16" al WFull Silver Cover I DUPALFORD:Exterior Upgrade Paclqpjbr SRW–inclides chrom headloop trim,chrome grille andgrille surround hicludssfull wheel covers on SRW modeLf includgdwith premium packW(9606A)3 CREWVAN 3 Crew van package-S i , . 3 DUVALFORD.-GM,Cloth Immiated Interior Walls,Ceiling.And Sliding Door Panel-From B-Pillar To C-Pillar,Pow ood With Non4kd Flooring From -Pill To To C-Pillar,Track In Floor For Seats (3)Seats With Integrated Lap Shoulder at Belts(Choose Material Belino.(2)CRS Child Resoiaint Hooke,(1) P70 Up Armrest OnAlsle,(1)LED Rectangular Ceiling MountedDaire L401 A bove Seats-Activated By Doore Opeft.Optic nal.-1.BuMead$995 2.FAP walls$2500 3.EYWACK both sides$790.Drive mrayfifthe tart d.Purchaser agreei when Ordering this option it is ocAmmPledged that odometer miles will exceed 350 miles at time ofAiltropy and no mileage penalop Is recogint-wd 3 21L 2 Cloth seat upgrade $59.00 1 $59.002 $59.00 3 21 _C Pewter Cloth Dual Bucket Seats-Includes 2-iray manual driver seat,2-way 3 mamialpasseviger seat.&Iver seat"not lumbar adjust and driver and 21L Passenger ararest.I DUVALF ORD.Pewter Cloth.2-way named Dilrer and 27nop mamial pmenger 3 3 .003 52C Keyless entry Std Std. $94 DUVALFORD:Kityiess Enny Pad System 3 TINT Legal deep tinted film,dealer installed $325.00 1 $496.002 $345.00' ILD-TF 2 UP TO 6 WINDO In I TINT 3 DUVALFORD:Dow glass only Add$2SO Yfidl windmi,van. 3 Page 976 of 1324 VEHICLE: Transit T250(R2X)(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Coggin Auto(Ford) Bozard Ford Duval Ford LLC ZONE: Western Northern Central Southern BASE PRICE: $27,910.00 $27,810.00 $27,823.00 $27,976.00 92E I I Privacy glass $399.00' $374.002 $299.00'11 92E-1 7A PRIVA CY TINT(REAR&2ND ROW GLASS-W 17B&17C)L?VCL REAR 3 WIN00 W DEFROST PRIVACT IWT OMR GIASS ONLY W 17A)INCL 92E REAR WINDOWDEF ROSTADD$299.PRIVACY TINT(REAR 2ND ROWDUAL W1 17D&17E)FjVCL REAR WbVDOW DEFROST ADD$549.PRIYACY TINT ALL AROUND W117 IJI CL REAR-WflVDOWDEFROST ADD$6741 ADD($275,00 FOR P&IR&SIDE GLASS)(ADD$750,00 FOR W17VDOW A LL-AROUND FIXED 2 DRD.-Privaq Glass—Includej Retuwindmr ter(5T Privacy Tint(ficar Glass Only-w117A)incl,Bear-Window Dqfiwt$299 A1 Tint (Rear+2nd Row Pass-w/1 7B)incl Rem,Window Defrost$3 99 Primy Tint (Rear+2nd Row Dual-w1l 7D)iwl.Rear-WindowD Around-wl]MIG)inel.Rear-Whur$674iaw DdPwt$549 Prtvacy 7Vnt(A ff 570 2 Rear heater $1,150.00' $959.00' $959.00' 57G FRONT&REAR A CIHEA TER REQUIRES REVERSE SENSFYO SYSTEM 43R. 3 NIA WJTH M TPA CKS 21J&21 K NIA WffH V1WYL,FRONT&REAR(16) 570 7 ANON Y NIA W7TH0 UT REAR CONTROLS 62C NIA WTrH UPGRADE PIG 96CORPREMUMPKG96J I REg h7GH C,4pACnyFT1REAR AIR CONDITIONING 2 DUVALFORD.,Fromb%eux Alr andIleater(Driver cantrafleo,Not available with scarpacks 21J 21K Rffqu1 Rererm Sensing System(43R)on Low Roof Carp Vmr.Includes HeavqLDuo,Alternator on Gas engines(3.7L TI-VCT V613.5L Etf V6).Not lable with Vitiyl.Front andRear(16E)Carp Van only. lot avatlable wh*A:a11?ayyHeater1ACFnV Packgge iviAoid RearContrals (d2C).Not avoilable with LaadArea Protection Package(96D)on Cargo Vans. Not available with Inar Upgrade Paclaige(96C)or Prentim;Package(96j). Includes%height Poly este Panels on Cargo 11wis irith Wbdmvj AllAround. 'Heat a0staff buted frmi rear affivni-passenger seat.AIC dbuibutedfmits rear of van? 5441 ®u mirrors $219.00 $64.00' $64.001 543-544 2 LwkArm Heated Power Mrrws wffitm SWmals 543 3 (544)ADD$161.00 2 DUVALFORD:Lrm Non Telescoping,Power Gloss Adyust Mrrors ip/b Tww Sygnal,-;,an 3 5422 Remote power mirrors Std $224.002 $219.001 544 3 SHORTARMPOWER FOLD AEA TED AERO MIRROR 2 'DUVALFORD:LaugArar Non Telescoping,Power Glass A Heated Afirrors w1rurn is-Van 3 21F I Seat trim upgrade-specify $384.00' $384.002 $394.003, 21F 2 Charcoal 1 ! Cl Cloth DualBucket Seats wIPwr Drhvn! es 10-ivaypower 21F 3 heauddravers eal,2-way manualpassenger mat andth-iver andpassenger CHARCOAL CLOTH W110 W4 y SEA T 2 `DUVALFORD.-Charcoal Cloth with 10-w power 'era 2-wa)o manual passexpr seat,Inboard wwrests.Driver 10-waypower,frome6posseat ger 2-way man mal i r ith laboard artm wsis(21 F.12 IF)Cloth 1 front-seat side aftftj hicl. Safety Canopy S),jlen P Heated drive;-seat ArA on 3.2 LW 925&1bs.cogo van Pewter:21E Charcoah 21F3 60C 1 Speed controYtilt steering wheel $324.00 1 $324.002 $324.00' 60C 2 Crufte Control u/Nessar Center Incluaksfull trip computer and engine how 60C 3r INCL UDED WTM 99 VD! L OPTION WITH MESM GE CENTEP, INCL W1 INTERIOR UPGRADE PKG 96B&MOTORHOME PREP P 47M I DUVALFORD.-Cruise Control with Moosage Center(Fall Trip Computer and Engine-Hour Mgtgv), 3 Page 977 of 1324 VEHICLE: Transit T250(R2X)(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Coggin Auto(Ford) BozmA Ford Duval Ford LLC ZONE: Western Northern Central Southern BASE PRICE: $27,810.00 $27,810.00 $27,823.00 $27,976.00 Side air bags Std Std Std3- DUVALFORD:sfely cpyqDside.07Wn airba.,3 002 43B 2 Backup alarm,factory installed $124.00' $124. $294.00' 43B 'DUVALFORD:Reverse Sensing Systomfin-Collision avoidance. 3 43R 3 BUA Backup alarm,dealer insllt DUVALFORD.Exterior Au&bje Reverse godb Alarm 3 BIJA 3 1 is i . 5 1 96.002 HDTOW CasIII htch $89800 $ NA3 53B 2 fleav5yDuty Trailer Tow Package-TawlHawl Mode wlDvileriag fting Provisions,-Incl es nailer widiT herness to rear of vehicle for Affir, tier Stabillo Con ftl 00.417pin ctor assembb-and rearjunper.Frame Mounted Hitch Recenw.hitch,ball,pin and clip INC 2" PIN&CLIP 2 DUVALFORD. 3 942 1 Daydine running lights $44.00 1 $44.002 $44.001 942 2 DUVALFORD. 3 9423 1 i F4X I Dual rear wheels $8,069.00 $4,560.002 $750.00' S4X 2 DR W REQ UIRES UPGRADE TO T330 HIGH ROOF MODELS —PPJCE FOR 3 'F4X PASS SLIDE DO OR FOR S4X PA SS SLIDE DOOR+I0,360 GI-WR AD DRW $349,FOR F4UwIDUAL SUDE DOOR ADD$649,FOR SW WDUALS LIDE DOOR+10,360 GVWR ADD$9-90 DUVALFORD.Requires T350 Sywr upgrade(20C)3 I&D 3 Exterior upgrade-spec* $359.00 NA $424.00' 64s Exterior Upgrade Packqw Includes chrome headlamp Jrhn,chrome grille and gHtlesurround.Includes:-Wheels:J6"S1eel v1,Rill SY1ver Cover I DLFORD Easy To Clean Styled Ahminum Wheek ITrun.76E iv!th DRW option at$739 3 1531 Front license bracket NCI NC2 NC3 1532 DUVALFORD:Siandard In States re quiting nv o license plates and optimal to all 153 3 OdwB 3 53B 2 I Heavy-duty towing package up to 6,500 lbs. $494.00' $596.002 $695.00' 53B Hea%7-Dutv nailer Tow Package-TowlHaul Mode vffmiluing Waing 53B HD 3 hvvisims.I es hvilerwiring harness to rear of vehiclefor Wfic Trailer Stabilso,Contral OW),417pin connector axsembiy and rearjunymr.Frame Mounted it Receiver I RVC 2"BALL PIN&CLIp 2 DUVALFORD Consider let ipgrade.HeavjDuty Trailer Tow PackW includes:1.T Madi with Trailer Whing Provisions(59B)2 4-PW-Pin Connector,4mcify Y'custom pleig required Pncluded)3.Relay tysteinfor baobVM+hwWnZ lights 4 Fhmie mounted hitch revolver S.HD bar ballpm and chp 6.TowlHaul Mode Z includes Tow lWauf Adak irith Prailer WhIng, provigions(59B).Deities Rear Recovery A)V.3 R2X 'High roof option $7,570.00 Incl. Std 7250148"WB—R2UADD$650—R,3XADD$1,300--R2UADD$1,25ii--W217 ADD$1.900--W3XADD$2550—EACH MODEL PRICE To BE ADDED To BASE HIGOFOPTION OF$7.570 I Immobilize daytime running lights Std NA Std Page 978 of 1324 VEHICLE: Transit T750(R2X)(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Coggin Auto(Ford) Bozard Ford Duval Ford LLC ZONE: Western Northern Central Southern BASE PRICE: $27,810.00 $27,810.00 $27,823.00 $27,976.00 KUV/SRW IReading van utility body,or approved equivalent with $15,000.00' $10,996.002 NA� W5P-KUV2 single rear wheels(requires I ton cutaway) AEQL7RESn?ANSTFCUTAWAY A40DELRSPOR WSPAT J38-SRlir WBLOW ROOF—AfEDIUMROOFADD$845—HIGHROOFAD D$2200 INCLUDES INSTALLATION,RZAR STEP BUMPERAND PAINT—"CONTACTDR&M FOR MULTI-OPTION DISCOUN7" I DUVALFORD.-This option is cov in anoCher spec(fleation.Per FSA boiler plate section 2.13.Bkl&r CANNOT mclude Vdon*grades that rmult in ibe selling o vehicle or track on one spect0leadon that is offered as assparam specifleation in the bid sohrimon.Bidders shall NOT use add or delete qpdans to create a p fe cc of eq utp rem that is endi wly differep it than the base un it ealledfo- in the specification,or any other apdow,scheduled or nowcheduled that do nor neat dwintent!onofopaomass tatedabow. 3 KIN/DRW KUV,Reading van utility body,or approved equivalent with dual $15,600.00 1 $12,996.00 NA31 S6P-KUV 2 rear wheels(requires I ton cutaway) REQUIRES ERMSIT CUTAWAY MODEL F6P ORS AT 138-SRW WB LOW ROOF--FOR F8P OR S8P 156m W8 ADD$1,100—HIGHROOFADD$2,300. ZA?CL VDES NSTAU.4 TION REAR STEP BUMPER AND PAINT FOR MODEL KU17S3DUKADD$2.368- 153D ADD$3,022-KUV153DHKADD $3,695—"CONTACT DEALER FOR MUL77-OPTION DISCOUNT"I I I DUVALFORD.This eption is covered in anotherpefflcat!an Pop,FSA boiler plate section 2.13.Bidder CANNOT! Ir r thar result in the selling of a whicle or truck on am 4wetilcation that is offered as a separate Vectficalion in die bidsoficitation.Bidders skallNOT use add or delete opHaw to cream apiffce of epapment that is murely drerein than die base unit fled or in the specOvatim;or any other Wdopm schedided or utm-scheduled,that do no meet the intention ceeptions as stated abow. 3 NFT2 Nitrogen it tires including spare tire Std $196.002 $245. 3 N2 3 DUVALFORD:Replacing the air in your tires,andprqoerly maintaining them withMinoFill can increase ywo-tire to by as much as 50K increase yourfW1 ecomxwy as much as 10%and decrease 3vur chances of experiencing a drefailure by as much as 75%(source:nitrofill.caq Add 855fm-DRW 3 UTB Optional body-specify $9,200.001 NA NA" SRW SER11CMMILITY BODY ASQUIRES CHASSIS MODEL UPGRADE 70 82"CA SRW T&4NSIT CAB C UT0 A40DEL#6129J-FT WILL HA VE LOWER LOAD HEXHT,1A?CRE.4S6 NEWPA YLOAD,ADDITIONAL SECURE S70R.4 GE CAPA MY&LAdPROVE D FUEL EFFICIENCY WHEN COMPARED TO A fi250 CAB CHASMS WITHA 00 SERP7CE BODY.—*TONTACT DEALER FOR MULTI-OPTION DJ5COUA`T*4 ,DUVALFORD.- 3 PC 'Powder coating $725.001 NA NA3 REA D BRAArb ONLY DUpALFORD. 3 RN-F Rainshits-flange style $145.001 $175.002 $175.00' RS-FS 2 DUVALFORD: 3 RS 3 68H Running boards $159.00, $159.002 $654.003 69H 2 STANDARD RUNNING BOARDS FOR POWER RUNNING BOARDS(68p ADD 3 $780.FOR Extended omingBoards(Cmvrs A-B pillar drive"ide and 69J A-Cpillarpassenger-side)ADD$496.NOTA VALLIBLE WITHDUAL SLIDING DOOR&I DUVALFORD.Extended Length Running Boards.Covers A-B Pillar Driver-Side andA-C Pillar Passenger-Side.Not available with Dual Sliding Side Cargo Door&and not aiwilable with 3.2L 15 Diesel engine(99y)3 Page 979 of 1324 VEHICLL. -Irmisit T250 IMYQ(Al."I"ERNATTE DIDUERS) DEALER.- CotTin Amitc)I(I"or d) Coggin Auto(Tord) Boz,,mA Ford Duval1`7ord LLC ViqE- Western 7,14orthcm, con, I Somhtm BASE UC -. $5217,8 10,00 $27,910A $271,823.00 $27,97COO 171?1 Full body glass $A,4%O()l 9,002 $44,9.00' 17F 2 armInchides melmosh Irbidem guand or,bulmT,M148 17F 3 'r rsfd?mjw duw%ForDuaf Sliding Side Cogo Dw m w,v I YD add, ZjII,IpI"F 1 2 17B Side Glass $249M $249A $24%00' 1 IB 2 17B 3 REQ RAS GLtSS 2 D UYA,1,R)R A-Oztp so Id w fth ppyl iphrliMes Prar Fixed Glass,I,8 as 41indmou all A round mor,$44.9 2,(17p):for Impik dA,,,,,pass"op,r wMdem and rmw,�,plaxs Vic ,,r�,77,q 3 17A, I Roar G"I'm $174A 1 $74.002 $74,00 3, 17A 2 1,1ved ASIMIJI-D-wr04:15 3 DMILFORD.Fixed Alear(Was, 3 17A SLOE, Sfidmfq,�,side door $249.00' Set d Std 3 3 Lama Rm, SLIDE f Cwgp Van 130"R"B"Barr-wISIM'mg,Paw,51de(74itgo Door.Imades fihedp'am,StanAvd om a.11 modium&-high raq vam,Codemyaf rw 7750 ra ZU Y, EAT;7250ASPIX W:T3SOAS'FFIY,Wy D U YAJ-re)RD,, 3 DAULTIDE i SlUdinF he 'U 0031 side doors on driv,I's side $74%00 $1,395' 3 DUALS IDE DVAL U 1Uk z DWORS ON CARGO VVV MWER&FA;-,,S SUDING WISIDE WOR MM GUM MMW A&MW&BMW R"VT�ADE CV1770AWMIGR"IU7','GAIADE,,A,'7LIv,RID,EM,IUDI,VVID,WE),RAY,W20, DMLYORE) This ay ,prion vipgmdu am,bwe vehicle,An a moM thm,has both *fpv amijumeqW Thdimis dbm&TMIWO 3 R Vent visors-stick-on style $145.00' $175002 S Th 75,06-3 VNI-SI,2 D 15 XU,-f)TCD,, 3 NrV 3 18,550 G!INVR.Ved cargo van wM 158"WEI NA NA 9,515`0 Gly'VVItrzted cawgimi,extended body length $9,970.00' $2,400.11W"' $1,2,600MY' 2 T250 HIGH ROOF 071TU,48"WR SLIDING SIDE DOOR,9000* ;"MR,4,10 R"3x p myzo R&iRcezm,",Amr)riz roDY 20B GpWA,14s-IVIBASE 2 DUMALMOILID:Mz opcham isfir, t1of?750 upgra-de io Emended Lear gthat 9000 Lb °arL L LU Di; 3 2 3 R CUO IZ 9,000 GWR,package,mimn?"um $1,250.00 Incl. $1"9-- RIX 2 MR)LO WRLaF STVB 91700#G I If T I 20C.4 DWALFORD.,Saar tWri amp tsfior(hp T350 Extended Lem,jeh 95001&gvwr(WV wiz 9,200 G-VV-R rated cargo on,stmdard body len g,th $3,500.00' $2,350.002 $4,350.0�O" T?50 HI LL ROOF M 1,10"01B 'LSM-NIG SIDE DOOR,VAVA TASOOff 20D.3 cvgp DUPALF06-1,Thi opekpi Isfirdw HD Sing/oRkar Mwel T350 Extemied Law0p rum Ilfhare do vamixV ho4fir 110 b Ememderal.99SO Lb,grtmTW &3,1pSU5 3 Page 980 of 1324 VEHICLE: Transit T250(M)(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Coggin Auto(Ford) Bozard Ford Duval Ford LLC ZONE: Western Northam Central southern BASE PRICE. $27,910.00 $27,910.00 $27,823.00 $27,976.00 W3X 1 9,200 GVWR rated cargo van,extended body length $10,220.00' $3,600.00 $4,700.00'; W3X 2 T350HIGHROOF VAN 148"11 SMD SIDE DOOR VANAT95004 GVWR. 20E 3 INCLUDES 4.10 RATIO RIKUR AXLE&EXTENDED BODYLENGTH I DUVALFORD. This option isfar the RD Dual Rear Wheal T350 Extemkd Length Van 10360 lb. r. SU 3 PARTILR Full partition&industrial ladder rack for 135"WB $1,650.00 1 $2,196.002 $2,115.()031 FP-ILR 2 FULL PARTITION wISWBVG DOOR FOR LO W ROOF VAN&DOUBLE BBLRSWB 3 CLAMP LADDER RACK—AfEDIUMROOPADD$00—FOR HIGH ROOF ADD 8550—FOR DOUBLE DROP DOWN SIDESADD$785—"CONTACT DEALER FOR MULTI-OPTIONDISCOUAT"I DUVALFORD:KMSqfeiyPat110anNoDoor(Add$100jhrDow)&KMDauble Clamp&Lock Laddej.Rack(Add 275 fat ajam&nuu) 3 PART/LR-LWB Full partition&industrial ladder rack fbr 155"WB $2,097.00' $2,696.002 $2,315.003�, FP-lLR 2 FULL PARTMON IF/SWING DOOR FOR MEDIUM&B70H L WB PAN wl 3 DOUBLE CZAAdP LOCK LADDER RACK—FOR HIGH ROOFA $462 13BLR LVVB DOUBLE DROP DOWN SIDESADD$762—*OCONTACTDEALER FOR MULTI-OPTIONDISCOUNT"I DUVALFORD-Requires Longwheelbase qWhut.GVWR Wian available KM Spfery Partition No Door(A ad$1 00fw°3 &KM Double Clamp&Lock L0ddapRwk(Add$275jbrahm;jn"W) 3 RB/PART Full partition&commerchil customer bin system $2,797.00 1 $3,596.002 $3,450.00' FP-CC 2 THREEADJUSTABLE SHELF UNIT#40T (42Wx46HxI4D)—FOR I48' BINCOM 43RL 3 WB LWB ADD$427—MEDIUM OR HIGH RADD$800—FOR HIGHER ROOF ADJUSTABLE SHELF ADD$300—WffH STEEL PARTITION AND WRVDOWADD$878.FOR In ADD$1100.FOR AIEDIHIGH ROOF 60 43 16D ADD$2000—"CONTACTI)EALER FOR LTI-OPTION DISCOUYr4 DUVALFOPackage Components:Add 8595for Mestet ack or Adrian. 421xAg#astable Sher Unit[42in.ff7dth x 461n.Height x 14th.Depth](48420)x 3 I'an Interior Partition z I Fond Transit Lair Roof ardlion Kit.(40640+40 TL) Steel 3 Dmwer Cabinet[201n.Width x 121 .Height x 13.51h.Depth](40 0)x I Shey'Dividers 3.51n,Tall at of61(4 30)x 1201n.SherLip[201n.Length x 2.75in.Heighy(48180)X 13 VIL Pull partition&fiberboard van liner fbr 135"WB $3,099.00' NA $2,200.00' FP-FVL 2 PLASTIC WALL LINER FOR LOW ROOF ONLY INCLUDES BULKHEAD— BH 96D 3 CONTACT I]EALER FOR MULTI-OP77OND ISCOUNT" I DUVALFORD.LoadArva Protection Package(Full Height).1 l Conquiete rear polyprM,lenepanels on side walls and doors.NotAvailable with Winddws-AII-Arom;4 fixed(17F)or WinAnvs-All-Armouf with 41h roiv gim(I 7G)3 FP-FVL 2 Full partition&fiberboard van liner for 155" ,250.00' bh 96d EL 3 DLFORD.LoadArea Protection Package(Full Height).hichtdas Complete rear lens panels on side walls and doorr.Not Available with Windov-&-All-Aroung fixed(17F)or WWows-A[I-Arotmd with 4th rawflo-o pan gla,.(17G)RqWj,,,Long Meal Base paun aad GIVR WV-ad,(fdosit ad 3 RB/GS I Full partition&general service interior bins $3,699.00' $3,696.002 $3,750.00' FP-GS 2 BN PKG#44TRL(42Wx 46 141)),2 STEEL DRA WELR CABINETS.3 STEEL 3 DRA WER CAKNET,SHELPD]VIDIM 3 JHOOK5—FOR 148"WS L WB GENSVC 44RL ADD$350—MEDIUA&HIGH ROOFADD$60—"CONTACT I)EALER FOR MULTI-OPTION DISCOUNT"] DUVALFORD:KUPackage Componmis.Add S375for Long Wheelbase.Add $593for Masto or Adrian 421AAe#ustable Sher Unit[42in W1 46in Haight x Min.Depth](48420)x 3 Van Interior Partition x I Ford 73°a it Lmv RWParlition Kit:(40 0+40 Steel 2 Drover Cabinet[20k Width x 121n. Height x 13.56L Depth](40070)x I Smel 3 Dmver Cabinet[201n. Width x 12m. He4*1 z 13.5im Depth](4 O)x I SherDividers 3.5in.Tall[Set of 6](40030) Page 981 of 1324 VEHICLE: Transit 7750(M)(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Coggin Auto(Ford) Bozard Ford Duval Ford LLC ZONE: western Northern Central Southern BASE PRICE: $27,810.00 $27,910.00 $27,823.00 $27,976.00 1.d Ho 3 (4 ) Kit For 421n.Width Sha V1Jkft(400l0)x2-, I 16/11C Dual rear wheel cutaway with 16'box(contact awarded vendor) $11,695.00 $9,994.00 NA�' S9P 2 ALIONUMEXTERIOR WrMFIATFL OOR&ROLL UP DOORL REQUIRES 1IZ178"WBDRWCUTA WAY CHASSIS OPTION&9950 GY"OR 10360 1 GVWP--LAM?X47E0 HARDWOOD FLOOR IINE ADD$585---UDE .DOOR W17H GRAB HANDLE AND 377RRUPSTEPADD$1298—FOR EACH ROWOFE-TRACKADD$375—FRP EXTEMOR ADD I DUVALFORD.77ilsopdomiscovgred inanadmrspecificaVow.PerFSA boiler platesection Z 13.Bidder CANNOT hialude option Wgradis that result In the selling cfa vehicle or track an one specificafton that is offered as ase to c' tion in the bid solicitation,Bidders shall NOT we add or delete options to create apiece ofequUmment that Is eeufredoerent than the base wdt calledfm- in thespecy7cafton,or any othero0ons,scheduled or non-scheduled that do not meet the Intention ofopdow as stated above 3 14/HC I Dual rear wheel cutaway with 14' ox(contact awarded vendor) $11,285.00' $7,794.002 NA 31 UP 2 REQ UIRES 156"WB DR W C UTA WA Y CHA S STS OP TIONS 9950 GVWR OR 10360 G VWX—LA AfflVA TED HARDWOOD FZ OOR LED PINEADD 8585---NDE DO OR WITH GRA B HANDLE A ND STIRR UP STEP ADD $1298—FOR EA CH ROW OF E-TRACK ADD$375--- EXTERrOR ADD $1049--1600LBS LI ATE ADD$3998 1 DRD.,Thu option is covered in another spectficats m.Per FSA boiler plate section 2.13,Bkl&r CANNOT include Won sarader that result in the selling of atehicle or truck an one apecificadon Mat is offered as a separate spEcy2callon in At bid soficitation Biddersshall NOT use add or delete options to create a piece of equOmat that is entirely differew d=the base it calledfar, in the spedficadon,or a7q other opumm scheduled or nan-schedided,that do not meet the intention ofopdaw as stated above 3 12/11C I Dual rear wheel cutaway with 12'box(contact awarded vendor) $10,885.00 $7,292.00' NA� S61?2 REQ UI RES 138-NP DR W C WA Y CHASSIS OPTIONS.9950 G[WR OR 10360 07YR.—LAMNATED HARDWOOD FLOOR ILO P ADD $585---SIDE DOOR WM GRA B HANDLE AND ST?RRVP STEP ADD $1298—FOR EACFIROW OF E-MCK ADD$375—FRP EMRIOR ADD $l049--l600LBSL1FrGA7FADD$3998 I DUVALFORD:This oprion is covered In amtherapeciJkadon,Per M boiler plate section 2.13,Bl CANNOT faclude option i9grades that result in the selling of vehicle or track an am spec#1esti on that is qftredas a separate epecocation in the bid solicitation,Bidders shall NOT we add or delete options to create apiece of equipsent that is entirely eifferent than the ban unit calledfar- In the specification,or any other qpdait%scheduled or non-scheduled,that do not meet the intention of000ns as stated above 3 94B 0 $1003 Equipment option-specify $994.00 $21,911.0 ; 5,150. MOBELITY 1 2 FORD TELEMATICS BY TELOGIS I F SWATVAN 3 12 PASSENGER PRISONER TRANSPORT Ni ON WITH CENTER A&LE REQUIRES 54XOPTION,57G AAZ 17F WINDOWSALL AROUND 2 DUVALFORD,Aluminum Bench storuge driver andpassenger side aphois seal andseat backs overhead handrml white boardatide doorac uniftwitedto shote powerplug(4)110 ver pf (3)redArlote dam fights monitor desk Purchaser agrees when Ordering this option a is achimr1e4ed Mat odometer miles will exceed 350 miles at time ojrdekwry andmi mileWpenalty is jTc08"i=d 3 LIFT Equipment option-specify $3,900.00' $23,991. 2 $16,990.00' MOBILITY2 2 TOMMY GATE CANTILEVER 650LBS CAA C17YFOLDSINM BACK OF VAN 3 USE$4569--HD BI-FOLD ALUMINUMBAMP USE$3958—ARTICULATING DOGBOX 1.000LBS CAPAC17T CRANE USE$5988—"CONTACTD&ILER FOR MULTI-OPTIONDISCOUNT"I 3 WHEEL CHAIR PRISONER TRANSPORT COAWERNON WITH LIFT. MQUIRES54XOPTION.57G AIC:17F WINDOWSALL AROUND 2 DUVALFORD:9 Cqges:4 Rear Facing15 Driver all JOCqges:4 RearFacing Page 982 of 1324 VEHICLE: Transit T250(R2X)(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Coggin Auto(Ford) Bozard Ford Duval Ford 1.LC ZONE: Western Northern Central Southern BASE PRICE: $27,810.00 $27,910.00 $27,923.00 $27,976.00 16DrNer all Insidated eeffingandaide walls Aluminum sherting ofwalls ceiling and d All dmv have catch pole perforadonsfora asy access and rt-lease AoOC T'ent into each Cage Drain in each Cage Side Door Panels& Mndaw Guardi Square Circunoreffer Maleal Wmdow Guards Rear Door Panels 6.000 Lbs.Slam Locks on Lg.Cages 2ahiless Fording I-Menges an all Cages All locks on Caps kowd the same 12"LED 14*s banom rew-Door Panels Protected Interior LED I.Wngltemaiwble lFerforateWPon-der coated Pan in each Cage Lffp Caps 314'rmindpe;forations Smaller Caps 114?roundperforationt Lockable storage ComplBulkhead Imulated ceiling,doors andside wall, Diamond Plate Floor Auni bulkhead seof Camp Pot} to whulow an center oftulkhead Rimunwble Dividersfar top Cages Removable Divider in rear bottom Large Cage 10 Rear passenger Side Top Cap..Dual Accessfi-am rear and inside van*0 Rear Passenger Side Cage.DualAccessfrom rear and Inside van.Add 51400far 10 Comportment Purchaser agrees when Oreiedng this option it is acknowledged that odometer miles will ca 350 miles at time of deliver),and no milety is recogni--ed 3 PAINT Equipment option-specify $399.00 NA $4,240.0031 RANGER 3 METALLIC PAINT OPTIONS(GA9 WHITE GOLD OVI)BLUE JE4M(U.V INGO T SIL PER(FV6)GREEN OEM,(HS)HARMO U,(J7)MA GNE77C METALLIC I DUVALFORD:Z10 F3(1301 Medium&High Roof with Bulkhead$4240. [OPTIONB]ZIOF4(14P)hkdium&High Aooftlib Bulkhead$4660. [OPTION C]Z10 FS(148"Htendro with Bulkbead$4860.[OPT?ON D] F316IF4J6(13 "1148")Medium&High Rooftith Bulkhead Aluminum ivrsian add$2350joeach. 3 1 2 31 FCI)-MT-X2CIL R American Aluminum Modular Inmate Transport Unit or approved $13,990.00 $12,996.00 $10,500.00 FCD-MT-X2CMR 2 equivalent.Two(2)compartment system for extended l 3ength Prisoner TX Double cargo van includes:One(1)rear door(key lockable),one(1)side door(key lockable),four(4)6,000 lb.strength locks,one(1)mar step,one(1)side step,interior and exterior lights,dual high speed ventilation fans,control panel,and auxiliary(rear)AC/heat.Must be ordered with rear AC. .REQUIRES 57G-Df R&C4MERA OPTION SA VAILABLE ART GAT $35KINSUIATION INCEILING, til LLSAND DOORS PRIOR TO INSTALLATION OF PAWNER UNITADD$2400—"CONTACT I)EXLER .FoR.mum-opnoNmsrouwse DUYALFORD:This opfion fa far the one or two compartment ext length ian interiarptsoner transporipackap.Includes mat Its.center console,rear step, side single skp Lf needed in powder coat Interiorprotected LED 14hang,all bases,clary Ws and hardwareforfactaq,required rem AC inch Diamond plate floorbig,6000 lbslam loeb with 9 handle cam all Aged alike.See AC in ons. 3 FCD-MT-X2C/FB American Aluminum Modular Inmate Transport Unit or approved '$13,842.001 $12,996.00 $10,500.001, FCD-MT-X2C/FB 2 3 equivalent.Two(2)compaitnent system for extended length Prisoner TX Double cargo van includes:Two(2)rear door(key lockable,with four(4) 6'000 lb.strength locks,one(1)rear step,interior and exterior lights,dual high speed ventilation fans,control panel,and auxiliary(rear)AC/heat.Must be ordered with rear AC. REQWRES57G-DER&CAMERA OPTIONSAVAIZABLESTARTINGAT WOO EYSULA TION IN CEILING WALLS AND DOORS PRIOR TO INSTALIA TION OF PRISONER UNIT ADD S2400—*OCVNTACT DEALER FOR MULTI-OPTIONDIWOUN"* I DRD. This option is the ane or two conparasent ext length van havriarprisoner iransporipackage.Includes at belts.center console,rear step, side single step ifneeded In powder coat Intenorprolected LED lighting,all hoses,clam rs andhar-dwarefirfiwiary requiredmar AC included.Diamond plate fl"6000 lb slam Wks with t handle cam all kc3wd alike.See AC in Page 983 of 1324 VEHICLE: Transit T250(R2X)(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Coggin Auto(Ford) Bozard Ford Duval Ford LLC ZONE: Western Northern Central Southern BASE PRICE: $27,810.00 $27,910.00 $27,823.00 $27,976.00 I Options- j FCD-MT-XlC Amedcan Aluminum Modular Inmate Transport Unit or approved $13,542.00 $11,996.00 $10,500.00" FCD-MT-XIC 2 equivalent.One(1)compartment system for extended le 3 ngth Prisoner YX Single cargo van includes:One(1)rear door(key lockable,with two(2) 6,000 lb.strength locks,one(1)rear step,interior and exterior lights,dual high speed ventilation fens,control panel,and auxiliary(rear)AC/heat.Must be ordered with rear AC. REQUIRES 57G-176 &CAMERA OFTIONSAVAILABLESTARYZYG AT $3500 JNSULA TION N CEILING, WALLS AND DOORS PRIOR 70 INSTALLATION OFPNSONER UNITADD$2400—08CONTACT DEALER FOR MULTI-OPTIONDISCOUNrO I DUV4LFORD:This option isfir the one or two compariment ext leno van inteo forprisoner iramporipackage Inelmdet at belts,center console,rear step, side single stop if needed urpowder coal.Interior InviectedLED 441ing,all hoses claikmamdharabiarefmfac"-ropire drearACiwh&*d Diamond plate fl hg,6000 lb slam locks with 9 handle cam all Acyedalike.See AC in options. 3 FCD-MT-X3C American Aluminum Modular Inmate Transport Unit or approved $13,942.001 $13,996.002 $11,000.00311 FCD-rvff-X3C 2 3 equivalent.Three(3)ootnpartme system fore length Prisoner TX Triple cargo van includes:Two(2)rear doors(key lockable),one(1) side door(key lockable),and six(6)6,000 lb.strength locks,one (1)rear step,one(1)side step,interior and exterior lights,dual high speed ventilation fans,control panel,and auxiliary(rear) ,'AC/heat.Must be orderedwith rear AC. REQ UIRES 57G-DS' &CA MERA OPTIONS A VA LEABLE STARTNG AT 83500.INSUZA TION IN C WALLS"D DOORS PRIOR TO BVSTALLA TION OF PRISONER UNITADD$2400--*000NTA CT DEALER FOR MUL77-OPTION DISCOUNP* I DUVALFORD. This option isfar the three compartment ext length van interior 1 prisoner owtupw tpackW Includes seat belts,center cowde,rear steA side single step(f ed In powder caaL InteriorprotectedLED Wflng all kos= clamps and hardwareforoty mquired rear.AC Inchided dplate flooring,6000 1b slam locks with I handle cam all krAd alike See AC in options. 3 LINX Optional equipment-specify $1,350.00' $34,106.002 $4,995.00' E3F-14PASS 2 LINEXSPRAY LINER ON CARGO FLOORAND 114 UP WALL.FORKUV VALUEPKG 3 BODYADD81191 14 PASSENGER CHAMPION BRAND SHUTTLE BUS CONVERSION. RVCLUDESECONOLINE E350CUTAWAYFOR CHASSIS CONFIGURE2 WHEELCHAIR18 PA GER WITH LIFT-ADD$5985 CALLDEALERFOR OPTIONS 2 Db7XLFGRD.-Single Drop Dmm Ladder rack andAmerkar mostpWular Bhj packap 48RL Add$400farLongWkeel Base.Packuge Components: 42?Adjtutab1c Shey Unit[427 WIdth x 467 Height x 14?Depth](49420)x 2 32?Adlotable She#'Ihvlt[327 Wfdlh x 467 Height x 147 Depth](48320)x I Van Interior Partition x I Ford Transit Low,RoofPardtion Kit.(40640+406TL)J Rook[3 Prong7(40060)x I Cabinet Locker.40 DoorAll-Welded[187 Width z 46?Height x 14?Dffpih](40220)x I Strel 3 Drawer Cabinet[20?Wf&h x 127 HeIghtx 13.59 Depth](40 0)x 2 Standing Binder Holder(40280)x I DuarKit For 427 WW Shejr Unit(40010)x 18 INVERTER Optional equipment-specify $450.00 1 $36,903.00 2 $1,995.001 E4F-20PASS 2 400WIN'VERTER--600WADD$120-1000WADD$220--20DOWADD$325 SGL Drop 20 PASSENGER CHAMPION BRAND SHU77LE BUS CON ON. INCLUDES ECONOLLNE E450 C WAYFOR CHAMS.CONFIGURE 2 WHEELCHAIR/12 PASSWGER WITH LIFTADD$6496,CON FIG LIRE 2 WHEELCHAIR 16 PASSENGER WfTH LIFTADD$9014 CALL DEALER FOR Page 984 of 1324 VEHICLE: Transit T250(M)(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Coggin Auto(Ford) Bozard Ford Duval Ford LLC ZONE- western Northern Central Southern BASE PRICE: $27,810.00 $27,810.00 $27,923.00 $27,976.00 OP ONS I DUYALFORD:The KMSfV1aTN1 Drop Down Ladder Rack is umilurly drstmidandengimered to pnr4,lover and raise a ladder hooposition for caw loading and unhia&ng Itincl udesheav)-&tyh3*aulic-assistedam with lockable clamp arms and ivilers an each la&krph*rm to provide=ft and smooth openwiturfor heavy bidders orf to slide down the side iVdje van. The Kargo Master EZ-LoDownTm AV Down Ladder Rack drops 15lower ilem any competitor models Holds both extension anditsp lad*rs The i an ladder rack rigged crossbows haverjust inches above die roofai red we overall vehicle height and tofacifilate loading ad unloading. Tim Kargo Master EZLvDownTUDr0P Down Ladder Back Is installed usingsh ong,widemawaingfeet which clamp the rwk mcurely to the rain guarr to provide maximum szppon and stability inchaling no- drillintiallation. Racks are ftaledwith--hioprimerwah c*resistant marine!Tdr MOUNT=, powder coat to proWe exceflent corrosion,rust,and UV RS/SK//LABOR//3K Optional equipment-specify $500.00' $39,920.00 $2,395.003 2 'DOTSAFETYROA D SIDE KIT 5LBSABC FIRE EXTINGUISHER.FI AID E4F-24PASS 3 YJT,&THREE(3)ROAD SIDE REFLEC77VE TRIANGLE CASE--11—L4BOR DEL DROP RATE PER HOUR$115---#--86F-AD OVAL KEYS(2)$74. 1 24 PASSENGER CHAMPION BRAND SHVTTLE BUS CONVERSION. ,bVCLUDESECONO,UNEE450CUTAWAYFORCM4WS CALLDEALERFOR OP NS 2 DLFORD The KUSingle R7m Drop Down Ladder Rack is umqurj-des 4wil and engineered to gently lower and miss a ladder into position for easy loading mid wiloading. It inelmirs hm5-diay hj*aulic-assisted arm with lockable clamp arms and rollers an each 1 ploorus to provide wft and smooth aperodonfir heavy ladders or load to slide down the side of the ran The Karp Master E7,LoDownTm Drop Down Ladder Rack a5Vj 159 lower than=7 compefitarmodeLi HoW both extension andstip kidders The vast laddirrock neW crossbows haverjust inchas above the roofto mdwe overall vehicle height and tofacill iale loaft and unloading. 7Y;eKmXoAdbs1rrEZLoDownMAqP Down Ladder Rack is installed usingstrong,wide mormlingfeet,which clamp the rack secureb,to the rain gutter toprovide maximum support andstability inchAng no-drillins talladon, Racks mv freatedwith--inc pd width chip resistant marine4evder coat toprovide mrcefient conwimi,rust,and UY resin ld rr ace. NEWNow state tag(specify state,county,city,sheriff,etc.) $215.00' $195.00' $230.00 NST 2 NR ATS COUA97,CITY,or TAG(please specih,in request) I I TAG 3 DUVALFORD.-Includes administrative costs assactared with thefifing,ft=*r, acquisition.and installation ofqWropriwe registration&Plate per option dewnplion allowed by section 3.23 Term and Conditions 3 TRANS Transfer existing registration( us e tag number) $199.001 $100.00 2 $185.00' 2 TRANSFER TRANSFER OF STA TE,CO UNTY,CITY or SHERIFF TAG(please spe cifi,in TX 3 re sof DUVALFORD:Inchaks adminishwave costs assaclatedwith iliefifing,iran*r, acquisition,andins talladon of to registration&Plate per option descri pflon alowed k,jechlon 3.23 Terms and Cand(tims.[ALT DI Per terms and conditions section 3.221 ECTION D ACCEPTANCE After ti Deliver),Licsfination c vehicle ef$487 will be applied to alipumbase orders where ftupection and acceptance occurs awayfrom the end user's registered address wakin the state ofFlorida Far desthimiany where Inspection and acceptance am located oniside the Sunshine State contact dealen This cost derhwion Isfounded using compusaflonally intens'ree statistical anatysis milhing dm inputs such as cost ecaphal.Interest carry on bad debt,difiviny ivilance with outside location,tertiary alamage,andflue tuatingfuel costs 3 TEW Temporary tag $45.00' $16.00 2 $108-00 3 2 TEW TAG DUVALFORD.Includes administrative costs assuciatedwith thefibig.traoWer, 3 acquisidon.and installation of ate registration&Plote per Won TEW do-actIption allowed by section 3.23 Terms and Candtflons 3 Page 985 of 1324 VEHICLE: Transit 1250(M)(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Coggin Auto(Ford) Bozard Ford Duval Ford LLC ZONE: Western Northern Central Southern BASE PRICE-• $27,910.00 $27,810.00 $27,923.00 $27,976.00 GUT 61100 2 Maintenance Plan-specify NA $2,400.002 $1,960.00' NP575 3 Gas Premium Malm.Plan 6,warlIO0.odd mi.5000 mi Intervals 20 SVC visits$o Deductible.Contact Dealerfor available miled)waralines rval&5 ikedcoll options 2 yon DUVALFORD:5 Year 75,000 mile Premium A&iatenance Plan,15 service visits at 5000 mile inter alsfir vehicles with Go Engine,--era deductible,5 Year 75,000 mile Premium Diesel Mainfenanceplan 4i75.13 Adzime"anceplan visits at 5000 mile iratefir vehicles svith Diesel Eriginc--era deductible.ADD$300 FOR police.Emffpnc3,and Fire Use 3 DPW 6/100 2 Maintenance Plan-s pecify NA $4,S00.002 $1,905.0031 1"675 3 63var/100.000 mi.5000 mi InfervaLi 20 SRC visite&$0 Deductible Contact Dcalerjoravoilabig reals s sl int 1&S).,uhedc oil Wdon, 2 DUVALFORD.6 Year 75,000 mile Premium Maintenance Plan 15 service vults at 5000 mile imervalifor vehicles with Gas Ehghw,zero deductible.6 Year 75,000 mile Premium Diesel Maintenance Plan,$4215.15 Maintimanceplan visits at 5000 mile In far vehicles with Diesel Engine,zera dohirdble.ADD$300 FOR police,Emergejxy and Fire Use 3 MP610 3 Maintenance Plan-specify NA NA $2,400.003 DUVALFORD.6 Year 100,000 mile Premium Maintenance Plan.20 service visits at 5000 mile inters alsfor vehicles with Gas Engine,--ery deductible.6 Year 100,000 mile Premium Diesel fate ca Plan$4820.20 Malmenaoceplan risit;at 5000 mile intervals for vehicles with Diesel Engine,--era 4ductible.ADD $500 FOR police,Erpay and Fire Use 3 6/100-P 2 Warranty-specify NA $2,070.002 $1,725.00" DF575 3 DUFALFORD:5 Fr 75,000 mile--era&dwable Cara r.5 Yr 100,M mile zero deductible we$2330.Canipletepricing schedule available qwn request.DUTaLFORD.-5 Yr 75,000 mile zero deductible BASECare planfin- Incomplete Gas Vehicles:$29M.5 Yr I K 000 mile=m deductible we$3425 Complete pricing schedule available spamre Prices quatedper F Fkrida Retail ESP August lot 2018 Ailcing duidt; 6/1 00-B 2 Warranty-specify NA $2,515.00 $1,990.003 DE5753 DUVALFORD:5 Yr 75.000 mile zero deductible EXTRACare an.5 Yr 100.000 mile zero deductible use 52795.Complete jerleftscheybde available tpon request DEAALFORD:5 Yr 75.000 mile=ro deductible EXTRACereplaufar Incomplete Gas Vehicles: 3145.5 Yr 100.000 mile zero deductible we$3855. Completepricing schedule available Wan request.Prices quatedperFaiTiMcCo Florida Retail ESPAngtnt 1st 2018 Pricing Guids3 2 - 0.002 .003, 6/100-E Wamanty specify NA $3,01 $2,745 DP575 3 DUVALFORD.-5 Yr 7500 mile zero deductible PREMIUMCoreplan.5 Yr 100,000 mile--em deductible we$3520.Can ere pricing schedule available Wan rag uest.DUVALFORD.-5 Yr 75.000 mile mro deducable PREMUNCom planfir Incomplete Gas fie cies:$3615.5 Yr 100,M mile zero deductible use $4431 Conplefe prichigachedide available Won request.hices quotedper Fox! Co Morida Retail ESP August 1st 2018 Pilcing Guide 3 6/1 00-P 2 Diesel Wan-anty-specify NA $2,400.002 $1,965.00' FB575 3 DEITALFORD.5 Yr 75,000 mile zero deductible BASECov plan.5 Yr 100,000 mile--mv deductible use$2685 Complets priring jehedule available igoon request.5 Yr 75,000 mule--aro deductible BASECare planjibr hwomolere Diesel Mehicles:$3123.5 Yr 100,000 mile zero deductible we$4150.Compharpricing ache la amilable upon request.Prices quotedperFordMoCoMarida Rendl ESP August Ist 2018 Pricitig Gu!dc3 Page 986 of 1324 VEHICLE: Transit T250(R2X)(ALTFRNATE DEALERS) DEALER: Coggin Auto(Foid) Coggin Auto(Ford) Bozard Ford Duval Ford LLC ZONE: Western Northern Central southem BASE PRICE: $27,910.00 $27,810.00 $27,823.00 $27,976.00 6/100-B 2 Diesel Warranty-specify NA $2,915.00' 1 $2,280.0031p FE575 3 DUVALFORD.5 Yr 75,000 mile--ew deductible EXTRACare pAm,5 Yr 100.000 mile--em deductible use$3230 Complete pricing schedule awulabk rpon request5 Yr 75,000 mile zero deductible EXTRACareplafffor bwomOete Diesel Vehicles: 3410.5 Yr 100,000 mile--cro deductible we$4725.Complete pricing schedule ►►able Won request Fr!"s g FordA&Cc Florida Retail ESP Aigust 1st 2018 Pricing Guide 3 61100-E 2 Diesel Warranty-specify NA $3,330.00 $3,145.003 FP575 3 DUVALFORD.,5 Yr 75,000 mile--em deductible PAKare plan,5 Yr 100.000 mile-vro deductible use 83735.Conspime pricing schedide available upon inwgt 5 Yr75,0 mile repro deductible PREMIUMUmv Pionfor Inewplete Diesel Vehicles:$3940.J Yr 100,000 mile--era dedwable un$5520. COMWIeta pricing schedule arallable span request.Prices quat FwdMoCo Florida ReAdl ESPA 1&2018 pricing Guide 3 Page 987 of 1324 PUBLIC WORKS DEPARTMENT REQUEST FOR PURCHASE ORDER 10/17/2018 c .: T-5101-2515-591.64-31 Justification: IFSA Contract specification#38 Re to v: Bill Dam, Departinent Head Approval: t A, lv Division a or v 1: `� r ��L�' - k rte „r .. £' ��`• � Fleet v Division : rReplacement e : Warehouse e g: 6901 Vendor: Duval Ford No. Contact Person: Laura Torbett Address: Fed IEDD#: is : : - -6816 -381-6 __QTY MUCE UNIT DESCRUTION ITEM N COLOR SIZE TOTAL 1 $27,976-00 Each Ford T-250van 38 White $27,976-00 1 $3,716.00C Perj $3,716.00 i Price9 quote Vendor Name i TOTAL s31,692m Page 988 of 1324 1 ». ITY OF BOrHMN BRACE .N. BILL DARTY Laura Torbeff 7 7 76 44 DffbmNw.tm (Fm)111614,974MS f8f8 ComstAve.Jam.FL 32210 s F&A r - f wdmWwNbadwftrunAmqvmgadanpwuhmmmdw r 16442PE!" C7 .� BASE TRIM PACKAGE N . .TL ENGINE NG - P INA DOOR O Y� IOR: OXFORDWHITE I : VI L.-------X41. LLI 1 D IP DIF REN UP CRUISE CON UTILT EEL dl BACK UP ALARM DAYTIME RUNNING LIGHTS 44.00 i 7 F DR RGLASS ONLY 74 74aNEW CITY TAG AND TITLE _ i 4#1 EL EICTENDED LENGTH WHEEL BABE,WITH PASSENGER SIDE SLIDING CARGO DOOR(MODEL RNQ 2 B00 00 PLEASE CLEARLY NOTATE ON YOUR PURCHASE ORDER WHERE DUVAL FORD IS To VENDOR SHIP YOUR VEHICLE,HOW THE VEHICLE 15 TO BE TITLED,AND WHERE THE INVOICE COMMENTS 16 TO BE MAILED. _- - - MENEM r�i�mr��Fv..�u��' �.: to � �� x �1�' �Yi4'Yr«r•4�c�.u�`4��k4�..,,..,rr�� 4�'� A�rz `�� u.�t�r��,�p� ��-��` .�,,,,,.__..�� 7 rah ` c printed® 10/17/10 ww.duvalflect.am Borpm LT.xl®x Page 989 of 1324 �4 ;t �• N LLA FLAMIDAASKX:Ifi TYMCFCOLINMESY TransitFLOREDA SHERIFFS ASSOCIATION & FLOREDA ASSOCIATION OF COUNTIES UTILITY CARGO VAN - HIGH ROOF SPECIFICATION #38 2019 Ford (Alternate T250 (R2X) Dealer Option) Ile Ford Transit T250 MX)purchased through thisn es with all the standard equipment as specified manufacturer for this model and FSA's base vehicle specification(s) ui is included a a part of this contrads vehicle base pricespecification . NorthernZONE: western o BASE PRICE: $27,910.00 $27,810.00 $27,823.00 $27,976.00 While a Florida Shedffi AssociationFlorida ci `o Counties ave attempted to identify and include those equipment items mostn requested by participatingcies for full size vehicles, i t needs and preferences are going agencyvary from to agency.in an effort to incorporate flexibilityinto our program,we havecreated specific add/delete iwhich allow the purchaser to tailor the vehicle to their particular wants or needs. Thi fbllowing equipment delete and add options and their related cost am providedassist you in approximating the total cost of the type vehicle(s) you wish to order through this program.Simply deduct the cost of any of the following equipment items you wish deleted from the base unit cost or add the cost of any equipment items you wish added to the base unit cost to determine the approximate of the type vehicle(s )you wish to order. NOTE:An official listing of all add/delete options r prices shoulde obtained in your zone when pm-paringyour order.AdditionalI options other than thoselisted v 1 l r,those listed hem mustbe honored by the dealers in your zonethe stated prices. Page 990 of 1324 VEHICLE: Thursit 1250(M)(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Coggin Auto(Ford) Bozerd Ford Duval Ford 11C ZONE: western Northern Central Southern BASE PRICE-• $27,810.00 $27,810.00 $27,823.00 $27,976.00 Western Order Code Delete Options &Northern Central Southern AM/FM stem radio NC NA NA On-Star NA NA NA ton cup van Std NA NA Console engine cover NA NA NA ; Engine downgrade-specify NA NA NA Western Order Code Add Options &Northern Central Southern 63C 2 Alternator- 13 - Stdl $259.002 SO SM AMP 150,FOR 210 AMP WTrH DEM ENGEVE USE 63C FOR$259 D UVALFORD:150 amN,2025 waia,250 aqw,3375 is fflaq)•210 amps, 2835 VWg(Diesel)3 63E I Battery-HD auxiliary $294.001 $294.002 $294.003 63E 2 170agv-kawh.bwhdesa&mtcdglaismo. I 63E 3 DUVALFORD-70 rust-hr.:610 CC4(am).70 amp-hr.,760 CC4,.AGM(saj Diesel.qw Gas)Standard Opooml Baffery-Dual Heavy-Dwy Bauenes (70 anp4w each andAwbed Glass Mao Indude-dwith 12L 15 Diesel enVne (99193 98C 1 Bi-fuel model-s i 314.001 $149.002 $314.00' 98F 2 CWvPmpanc Gamma E4ft Prep FackW Reqvhw 3.71 V6 Eftime 98C 3 E-85 FLEX FUEL(REL,)3.7L V-6 ENG) 2 DUVALFORD CNG1Prqpwm Gamons Enghte Prep Package Inchaiks hardentul eWme to and exhaust vahts Available with 3.7L 7Y-VCT V6(99AO agime only.Not avd7l with E-W F1ex-p=1 CWabje(98jq,3 98C 1 CNG model-specify $314.001 $314.00 2 $314.00' 99C 2 CKWopane Gaseous Engine Prep P-Ang Requbw 3.71 V6 ft*m 98C 3 REq 3.7L V-6 MVG 2 DUVALFORD CNGIPropaw Gaseous Engine Prep P4ckW hwhdrs hardened eng/m Intake and exhowt valivs.Available with 3.7L ° Y6(99AV engine anb�Not available with E-85,Hcr4WI Capable(98F).3 nvio '000.003 CNG CNG coersn( is cuss with dealer) $15,4 00.00' $13,996.002 $12 98C-CNG 2 REQ? 3.7L V-6 EArCy 2 CNO 3 DUVALFORD.16.4 GGE CJVG Convergonfor Ford D=dt,For 23.5 GL CNG Ca"mysionjor Ford yhwsh add$1500 3 Deluxe engine cover NA NA Std3l DUVALFORD.Comolp-Center Black console with Ifilegraled shifter 3 99V Diesel engine upgrade-specify $3,994.00' $3,994.002 $3,994.003 99V 2 ZWne:3.2L Powermuke.15 Diesel.Jmcludvs PTC hBwrrandSMC owalfiry. 99V Include#:Chdoe ConaviulUnsage Center,fidl irp conpvder and eaghwhow meter.Dad Heav .y&V Barmes 70 amkhr each.Iuda ahmarbed ghm inat -3.31 Ade Ratio-ftim Block Heater(400W 3.2L 15 DIESEL ENG 2 DUVALFORD.3.2L 15 Diesel 1 aNin Conlrd with Menage Center (60 ),Dual Hmq,,Dwy at ass and PTC Heater Inc SUC capability.185 hormpower @ 3000 rpm 350 lb-fi.of orque @ 1500-2500 nm C ofopraft an B20 blo&eselfivel Page 991 of 1324 VEHICLE: Transit T250(R2X)(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Coggin Auto(Ford) Bozmd Ford Duval Ford LLC ZONE: Western Northern Central Southern BASE PRICE: $27,810-00 $27,910.00 $27,823.00 $27,976.00 67D/53B/60C Electric bmkc controller $1,035.00' $229.002 $229.001 67D 2 TWLER BAME CONTROLLER REQU]RW&INCLUDES CRUISE CONTROL 3 (60C),1MVYDVfYnUMER P4 313)®TOWMAULMODE 67D WITH 7RVLER I WMINGPRO MIONS(59B)FOR CVT4 WAY&CHASUS CAB DUVALFORD 71,ader Brake Cer(MC).Requires Chase Cowralwith Manage Center(W)$324.Requires Rearp-Ditty Trailer Tow PwAqp(3321)for CaW Vw.3 99G Engine upgrade-specify $1,964.00' $1,864.002 $149.00' 99a 2 Bisgine:J.JL EvoBoast Mncludes SEIC capability.Includes:-3.31 Axle Ratio 99F 3 3.5L EMBOOST ENG 2 DUVALFOM E-85 Flex Fwl Capable NA with DRWHd Van 3 "M W/98C Engine upgrade-specify $314.00' NA $1,864.00 990 3 EiWne:3.7L n-VCT V6 w 8 Inelwks SEIC capabilly?bwludffs:-3.73 Axle Redo DUVALFORD.-ASLEcallowr Mwith n-PrT 310 harsopmw @ 5500rom 400 1.-ft.of"me @ 2500 Mat Twin taftendmi wHa camsW mining LPG 3 LPG conversion(discuss with dealer) NA NA NA� DUVALFOM. 3 X7L Ii slip differential $324.00' $324.002 $324.00' X71,2 3.73 Limited-Shp Axle Rado(with itandoW eugne) X41.3 D Ef VALSORD:4.10 Ralia. 3 LWB Model upgrade-specify $874.00' NA $2,600.003 1 148 EL 3 MLow WCaW Van 147.6'U Base W60140 Pass-SYde Carp Doant--#— Far E2Y Low WCargo Man 147.6-WB Base wISMW P Cargo Dwr add$157 DUVALFORD hwhider 148 hich WB Extended Bo4 Length model(Rm=3 U DS)Adv.Cov Length at Floor onj 170.2 in.Max.Cwgo Lerok at Belt(ln) 161.3 in.When coj4pledwith T350 gwr Wgmk Whales model(W3XSVW3U DS)When aMing DRW,t t l(WSYS4UL0 3 CUTAWAY Model upgrade-specify NCI NA $525.00 31 MISCOPT 3 FOR RSP TRAAWT 72SO CUTA FFA YSRW 1380 WB—FOR R7P CHASM 158" WBADD$205—FOR T530 W5P Chaids 138"WD SRWadd$545--//—W7P Chassix 155.7"WB SRWadd$749 FdP Chassis 138"WP DRWADD $1798--//—S6P Chassis 138-WB DR w120,369 1b.GVIFRADD$1940 --41—FSP Chassis 155.7"WB DRWADD$2128--41 SWP Chassis 155.7"" DRWBaw W10.360 lb.GVWAADD$2469 fiVP Chassis 178"WB DRW ADD$2889 SYP Chassis 178m WB DRW Base W10,3601.GVWRADD $33981 DUVALFORD:[OPTION 1]f7ral A4 it Extinguisher andDOTLED rechargeable wambig fthts,`OPTION?)JW Brake Light Saft Pulse(Pubes 3rd Drab Light(4)dinew upan,Wftcarlom ef broke pedal to increase ahver ovarenesit behindyou-when jriW#;kd$229 [UPTION 3]Cmrmx Reardew winw apffew:$325[OPTION 4]CowHoldera mounted to himorfold down $345[OPTION 5]Tminyaale A&del 650 3 3 inaidor dWayable 1#7.$4400 [OPTION 6](16E)V1n)4,F7oaAng Front and Reff$244,am$S94 HD Rubber CaW Mat DUVALFORD NMTERS [OPTION A]TR750 750 Watt kwmr $400[OPTION )TH1000 1000 Waft Inverter.-$&V[OP 77ON C]TH2000 2000 Waft 1werter.-$750[OPTION D]TH3 000 3 000 Wag Inverter$900(OPTION El T firmote Gfir T 000-TH3 000:$68[OPTION ) -1 2112 Dimensions 1200 wan Parr Sw Wave:$1764 fOP71OW G]DSI-12115 Dom 1500 wait Purr Sine Wave:$2170[OP ON H]DSI-1212400 Dinsensians 2400 wart Pare Sine Wave:$3164[OPTION 11 DSI-121300ON Dimensions 3000 wait Parr Sfno Wow:$3514(OPTIONJI I)SI-REA10TE RemM caninalfar Dimensions.J2214[OPTION KI Lft=ApM linerfar interior Page 992 of 1324 VEHICLE: Transit T250( ) Coggin c o ) Bozard ZONE: western Northern central Southern PRICE:BASE $27,910.00 $27,810.00 $27,823.00 27, 7 . of C 145 DRW Model -s i $8,070.00t $1,695.00 3 T350 HIGHROOFCARGO Van 147.6"WB DR W Ban WSIOWPas CargoFOA S4X FI' t.Cargo Van J47.6-WBDRWBwewM&agPasAkk Carp 10,360 1h. D 849---?/—FOR U Van 147.6"WB DRWB=v1DnalSftdkgS1dr Cargo Doors A 1149---1 FOR U c Cingo Van 147.6" w i S1drCimgoD*orr&1O,J601b.G D$1469---V1 R 4X BD Ext.ParamprV 14Z6"WB DR AZ wlSifift Pass-Side Cffp Door ADD 81 -°-r' UMMIgh AWHD Ext.Poserwr Van 147.6"WB DRW;aTvlSftft Puma&Cargo Dow ADDS 1760 D A R MW point3 AdvanceTraP c 3 Traction control Std Std Std' DUVALFORD AdyanceDav with t Stabifity Comrop cambbus AdvanceAdvanceTrac elecowde itakfiV control and Roll'Stability Onaral mchndogies to mommomtor vehicle cornering behaviorthrottle c4usiments when it sows wheeZdo,Am aftructioni motion to help kep fim vehicle on its intendrdpothfar enhanced&7ver n is do not Inchde all efthe A ,bat do r R Xw motion sensor that worb much the some way,simsAWler sway and aMlyingWbMarl&Wu or redwingpower radiosingle CD $209.001 $209.002 2 5 2 Incla °a i f k 4" r s.-4From 3 *eahrs a a rs. 1 58VA t1AD:AWMsterro,aud10 hpufjack si 4-fn A4FD 3 18D I Appearance package-s i 3 ' $359.002 3 3 18D 2 MaerforUpgrade P -1 t s chrow heafiaV true chrome griffe and ISD " ille swround Inchidrs. Wheels:16"Seeel wlFull Silver Cover 1 DUVALFOAD ExiericrUppu*PackapjbrSRW–InchAduchromkoadwr c lle tie s 1 fall l c is I l with P t P I CREWVAN 3Crew van package®s 3 DUVA I l riot alts,Cei .A idi Panel- ll To C-Pill ,P d 1 Pill To C-Pillar,TrackInFloorForSeats.(3)Seats With baegratedLopl Shoidder Seat Behra Below),(2)CRS Child Resirame Hook%(1) Mop G)o Armmar On Aisle.(1)LED RectangularCrifing 1&mred Dom Light Above Seats-ActivatedBy Doors Openmg Opdonal.°1.Bulkhead$995 2.FAT malls 500 3.ETRACK both s° $ r agrees when Onkring dds option it is ocitnowledgMt odometer miles will exceed 350 m flees at rime of deliveryand no m(leat penalty is recogmked 3 1 y 1 ' . 2 . 3 2]M-CB 2' Pewter Cloth Dual Backer S -l 1 s 2-way mamial `dmar seak 2-way 21 3 f a r r t t e r and passengerst.I DUVALFORDP r Clout,2-w r 2-iv pamenzer 52C 3 Keyless Stel Std 33 DUVALFORD.KWessftry Pad system 3 g i deep tinted film, e installed 3 5. ' $496.00 2 $345.003 LD-TF 2 UP TO 6 WNW WS 1 TNT 3 DUVALFORD Door giass only.A 50 if 1 wind7w vOL 3 Page 993 of 1324 VEHICLE. Transit 7250(R2X)(ALTERNATE M41M) DEALER: Coggin Auto(Ford) Coggin Auto(Ford) Bazard Ford Daval Ford LLC ZONE. Western Northam Central Southem BASE PRICE: $27,910.00 $27,810.00 $27,923.00 $27,976.00 92E I Privacy glass $399.00' $374.002 $299.00 3 92E-17A 2 PRIVACY TAT(REAR&2ND ROW GLASS-W 17B&17C)NCL,REAR r,3 WLMOWDEFROST PRIVACY TDT(RLIR GLASS ONLY W 17A)INCL 92E REAR WZYDOWDEFROSTADD$299.PRIVACY TNT(REAR 2AID ROWDEUL W1 17D&17E)RJCL REAR W2XDOW DEFROSTALID$549.PRIVACY MT ALL Awumb wl i mrowulp RvcL REAR-wmow DEFRoSTADD s6741 ADD($275.00 FOB REAR&SDI GLAM)(ADD$750OO FOR WINDOW ALL-AROUND FLrED 2 'DUVALFORD.-Prtpacy Glass—Includes Aw-whvilow Difusiff(57AF)Pri-wy 7btr(Avar Glass On&-wl 17A)iml.Rear-WbWaw Dowt$299 Privacy lint flUar+2nd Raw Pan-w/1 7B)awl Rear-Window Defrost$399 n (Rear+2nd Raw Dual-w/1 7D)Jwl.Rear-Wbk6w Dowt$549 Pnvacy Mt(AM Arosmd-w1I 7FIG)iwL Rear-Whdow,Defrort$674 3 5701 Rear heater $1,150.00' $859.002 $859.001 57G 2 FRONT&REAR A CIDEA TER,REQ UIRES RE VBM SEWNG SYSTEM 43R 3 NIA WITH SEA T PA CKS 21J&21K NIA WITH VINYL,FRONT&REAR(I 6E) 57G VANONLY.NIA WITBO UT REAR CONMOLS 62C NIA WffH UPGRADE PKG 196C OR PR6MlJMPJrG9& I mg ffmH CA pA CITY FTIMR AIR COND1TIONNG 2 DUVALF'ORD.-Fw AIV andBewer(Drivar cmvv1W.Not available with seatpach 21J and2IJr 3V on Low RW Cargo Van lnchih),Ahentafor an Go e (3 7L 27-VCT V&9 SL EcaBoang VQ.Not available with Pftt Front and Rear(16E)COW Van only Not available with Auxiliary Heater 1AC Prep Pwkop wMaja Rear Controls (d2Q.Not avoifable with LoadArea Protection Package(96D)on Carp Yam Not available with hiserfor Upgrade Pacbgv(96C)or Preetim PadaW(9q. Inchides%height PabrMdend Panels on Cargo Van with WhulowsAll Araind. Heat difiributraffmns reff qffivmj=enpr seat AfC ask7buordfi-am rear of 544 $64.002 3 2 Reemlional 1 , 2 .$219.00' $64.00 543-544 Logg-,4rmHeatedPowerAfimmivffum&gnds 1 543 3 (544).ADD$161.00 2 DUVALFORD:LongArm Non Telescopft Power Glass Atfiat Mhrors to Tam 9gad,-Man 3 2 31 542 32 Remote power mirrors Std. $224.00 $2 19.00 544 SHORTARMPO"A FOLD ADIUSTHEATED AERO MMOR 2 DUVALFOAD.-LmV Arm Non TelescqmV.Power Glass A Heated Minwa I y/rurn Sigmis-Van 3 21F I of trim upgrade-specify $394.001 $384.002 $384.003 21F 2 Charcoal Blk C19A Dual BwArl Scan w Dn'svr hwhalej I 0-way power 21F 3 heateddrtyerseat,2-way mmmipassenger sew ad driver andpasmager CHARCOAL CLOTH W11 0 WA y SEA T2 DUVALFORD Charcoal Clog witir 10-wiWpower driver and 2-way monad passen gersew,inboardarwresir Driver 10-wqypawerfi=f-pan=Vr2-wav mamnalvith Inboardarmmis(21F.121F)Cloth Incl frontieide afttaga 1w1 Safety Cana"S)w1em Hewed&1ver sew NA an 3.2L LWB 925O-lbs carp van Pewter:21E Ckarcoa1:21F3 60C 1 Speed controittilt steering wheal $324.001 $324.002 $324.00 3! 60C 2 Choke Control wlMessage Center kwhidesfull trip campiaer and enghw4azir 60C 3 mter CLUD WFrH 99Y DIEM OP77ON WITH MEMGE CENTER INCL KINTEMDRU PGRADE PKG 96B&&VTORHOME PREP PKG 47M DUVALFORD.-Chdie Conmel with Meamp Center(FOR TdR C aw ftow-How-MeAw). 3 Page 994 of 1324 VEHICLE: Transit T250(M)(ALTFitNATE DEALERS) DEALER: Coggin Auto OWd) Coggin Auto(Ford) Bozmd Ford Duval Ford LLC ZONE: western Northern central Southern BASE PRICE: $27,910.00 $27,910.00 $27,923.00 $27,976.00 Side air bags Std Std std, DUVALFORD.-SWem airbags 3 43H 1 Backup alarm,fiwtory installed $124.001 $12 $294.001 43B 2 D UVALFORD.Anww Sensing Symnjor C0111jim avoi&mov. 3 43R 3 1 BUA 1 $176.002 Backup alarm,dealer installed $ 49.00 $120.00' BA 2 DUVALFORD.ExteriorAzaMe Reverse qMb Aherm 3 13LTA HDTOW Clan M bitch $898.00' $596.002 NA3 2Heav 53B ;&Dsdy 2hwkr T—Package-Tewfflasd A&vk wffrafiering Mring Provisions.I a ftiler wiring harness to rear ofmkickfar zNk,Trotter Stabifi(y Control riX),417pan connector asnmb_&and rearje umper.Fmw Jkwted Hitch Recefoer,high,M4 pin and clip BVC 2" PrN&CLIp 2 'DUVALFORD: 3 942 Daytime running lights $44.Oo 1 $44.00 2 $44.00 3 2 DUVALFORD. 3 942 942 174X Dual rear wheels $9,069.001 $4,560-002 $750.00' S4X 2 DRWRKQWRES UPGRADE TO T350 HIGHROOF MODEM—PRICE FOR 3 MPAS1 SLIDEDOOR FOR SMPASSSLIDE DOOR+10,3606 ADD DRW $349,FOR FM wIDUAL SMDE DOOR ADD$649,FOR S4UwIDUAL SLIDE DOOR+10,360 GYWRADD$9.991 DUVALFORD.-AWres TS O g-r Wgrade(20C)3 I1 -SD Exterior upgrade specify' $359NA $424.003 3 ; .00' 64s Ertarior Upgrade Package hicludes dnvm heafflaW&7m,chrome grille and Ville szffnnmd hichdra.--Wheels.16"&eel w/fiW11SYhvr Cover EffsyToCl&mkytedAhominumWhmijffHm.76EwthDRW op#m aj$739 3 1531 Front license bracket NCI N& NC 3 153 2 DUVALFORD;&a-sdffd in Stairs reilitiring two lJoensapiwes and optional to all 153 3 odmr, 3 1 lbs. 96.002 5. 53B Heavy-duty towing package up to 6,500 $484.00' $5 $6900' 53B 2 H&r,3-Dzay Thdier Tow Package-TowlHaid Mode wMadepft WinW 3 Provisions.1WAdO&War Wilft kW7kM 10 Pear of vithiclefar Wfit,D'Viler 53B HD Stabiftv C OW).417pin connector assem*and rearjunw.Fmm J&sm1edH11chAecerver I EVC 2"BA LL PIN&CUp 2 DUVALFORD Consider axle tpgrada.HeavjDuty Tndjer Tow Package Ins a,L TowlHaul Mode ulth Trailer Wiring Prowslow(59B)2.4- -Pin Contrecior,4mco Ffc-rom plag required Micluiltd)J.Relay qz1amfor haakip0+11rienwing lights hitch recetwr 5 HD bar ballpin and clip 6 Tviefflaul Mode 7.includu Tawfflaul Mode with Theldr Wiring, Provislow(59B).Deletes Rear Recovery L)m.3 R2X1 Igh roof option $7,570.00' Incl. MStd 7250148"WR-R2UADD$650— ADD$1.300--R2UADD 81,250—W2U ADD$1.900--WMADD 825SCH A40DEL PRICE TO BE ADDED YO BASEMGH ROOF OP77ON OF$7.S70'D Immobilize daytime running lights Std NA Std Page 995 of 1324 VEHICLE: ) ) DEALER: o ) Coggin Auto(Ford) Bozard Ford Duvalo LLC ZONE: Western Northam central Southern PRICE:BASE $27,810.00 $27,910.003. $27,976.00 1 Reading 'l' ,ora equivalent 1 , 1 $10,996.00 W5Ps - single TC r (requires AAY D OR 1 y)5P AT 138" SRWWB LOW ROOF—AEDIUMROOFADD8845—HIGH ROOFADD$2,200 MCLUDES INSTALLATION, D * O FOR -OP OND *1 UG'ALFORD-Mfoption is Pgo-Fa bailer Plate section 2.13.Bidder CANNOT inchaik eption Wgrada dw res0i in do selft afa vehicle or track on one spoificationis offired as a separaft ipeeijrcation in the bid solicitation°.bidders shall MOT nee add or delete options to create a piece ofequipment that isentirely it calledfar in dw gpecUlcaftag%or mW other 3t t t t gen of as a above.. KUV/DRW KUV,Reading van utility u' t with dual $15,600.00' 1 , 3 S6P-KUV rear eels(requires 1 ton cutaway) REQ)EVRES TRANMT C UTA FFA Y AlODEL F6,P OR S6P AT 138" M OR S&P 156"WR ADD$'1,1 $2,300. MCL UDS INSTAUA TION.REA R STEP BUAPER A XD PAMR AMDEL KUVISJDUKADD$ -KUVI53DLKADD$3,022-KUVI53DHKADD ,695---0 VONTACT DAULER FOR L ON DISCO UNTO*1 DUVALFORD M apionis coveredin anwheripecPagalm PerM boiler plate section 2,13,B&Uvr CANNOT InchkAg option Mpgrada that residt in ififf selling efa vehicle is offend as a mparage *ectr7cadon in ike bid saficharlanshall NOT um add or delete to create apiece of t is entin4p dWerent dm die ban wit calledfor w-a rti dale t t et inn of ass ted o . NFT 2 Nitrogenl s including $245.003' 2 3 D A . in your tis, lking then with IfigraF111 can btervase yow tire Iffig kv as much as 5a a w l economy as much as 1 s3 a 1 75 (s .ni It A 5 D UTB I Optional body-specify 1NA 3 SRWSERVICLWILffYBODYREQUIRESCHAMMAODELUPG,RADETO 8 "CA SH W TRANSIT CAB CHAM.UTU MODEL12 - FIA VE LOWER LOADHEIGHT,11NCREASENEWPAYLOAD, D ION STORAGE A I FUEL ICI COMPARW TOAF250 CAB CHASMS WITHA 69 ODY.---"CONTACT dDEALER FOR -O TI N DISCOUN2- DUVALFORD. 3 1Powder costing $725.001 NA 3 MADNG BRAND ONLY' DUVA .3 i i t s-flange style $145.00' 175.002 175. 3' RS-FS3 D . 3 RS 6&H I Running boards i $159.00 1 $159.00 s 3 68H 2 STANDARD R G BOARDS.FOR PQ WER R UNN2NG BO ( ADD J3 $780 FOR&1en6dh s A-B pillarre d A-CpUlar1 passengrmdej D$496.NOTA D SUMV0 G DOORS. i ALFORD:Extended Lino Romingx Covers A-B Mkir Driver-Side a A-C iil .Not available with D 1 3 C F Doorsa t available with 3. 15 Diesele 9 Page 996 of 1324 VEHICLE: s® 7750(R2X)(ALTERNATE DEALERS) ® Coggin Auto(Ford) Coggin Auto(Ford) Bozard Ford Duval Ford LLC ® Westem Northern Central Southem BASE PRICE: $27,910.00 $27,910.00 $27,823.00 $27,976.00 17F I Full body glass $449.00' $449.002 $449.001 2 Fired Windows-All-Around btcludes steel mesh wimlow guard on 2nd tow 6W40 17F 17F 3 side cola doort For Dual Slfdwg S*Cargo-Dom we 17D add poss $379 DUVALFORD Windows-All-Am7n4fixed Not la le uh*DualSfiftSide Cargo Dom.3 17B I Side Glass - $249.00' $249.002 $249.00' 17B 2 FILvedRear-DamVFkffdPau,&&Cwg&-DowGkwv ONLY 17B 3 REQ RMR GzAss 2 DUVALFOR.D.Only soldwith widinclades ArarFixed Glum.1.(17F)Mndaws IallAround un$449 2.(17D).-Jbr both sidepassenger windows and rearglass use 5379 3 1 2 , 17A Raw Glass $7 1 4.00 $74.00 $7 3 4.00 , 2 Gl F�red Rear-Door ass 17A 17A 'DUVALFORD.F a G s 3 SLIDE Sliding side door $249.00' Std so SLIDE 3 Low WCargo Van 130"WB Base vMdiqgPasx-5Vde Cargo Dom-.Includes jUedgiass.Slandwd on all medium&ho ro�wns Optional an T158 as Eff E2 ; 50A Y.RM•T350 AS WJX W2Y DUVALFORD. 3 D/SLIDE Sliding side doors an driver's side $749.001 NA $1,395-00" DUAL SLIDE 3 DUAL SVDING DOORS ON CARGO FANDRIM&PAMSMING WISME DOOR MED GMSS REQ UIRM ANDIUM&H UPGRADE OPTIONS WIGVWR VPGRAD9.-EID,RID.E21).R2D.WID.W2D,M, W2U, RJU,W3Q,NU,SW I DRD.ZU qWon upgrades dm ban witicle to a model that has both A7,kTr andpwawgw slh&g doors.725&T350 3 R/V-S Vent visors-stick-on style $145.00' $175.00 $175.0031 VV-ST 2 DUV4LFORD. 3 W 3 8,550 GVWR rated cargo van with 159"WB NA NAs s NA R3X 1 9,550 GVWR rated cup van,extended body length $9,970.00' $2,400.00 $2,600.00P R3X 2 7250 HIGHROOF WITH 148"WB,SUDMG SIDE DOOR 90004GVWX 4.10 2013 3 RA 270 PEAR AXLE AND EL BODY 9000 GVW)t 148"WIBASE 2 DUVALFORD. 7his opoon ftfor the T250 qW&o to ExtrudedLengg at 9000 Lb I gmp(RMSSIR3UDS) 3 .2 31 RIZ 19,600 GVWR package,minimum $1,250.00' Incl $3,950.00 R2X 2 2750LOWROOFS"900MGM I 20C 3 DUFALFORD.-Tkiscpdon isforthe MORriendedLength 95001b,gywr(W3X SyW3UDS) 3 WIZI 9,200 GVWR rated cargo van,standard body length $3,500.00' $2,350.Oe $4,350.00 3 W2X 2 T350 HIGH ROOF VAN 130"WB SLIDMG SIDEDOOR VANAT9500# 20D 3 GVWR I DUVALFORD Thu opium to de HD&ugir Rear Wkeel T350 Even" Length van(where the standard bodyfar MD is Exten"at 9950 Lb.8-rwr(NX SVF4UDS) 3 Page 997 of 1324 VEHICLE: Transit 7250 ) DEALER: Coggin Auto(Ford) Duval ZONE: Western Northern1 southern PRICE:BASE $27,810.00 $27,910.003. $27,976.00 W3X 19,200 GVWR rated cazo van,witended.body 1 $10,220.00' $3,600.002 , 3I 2 T350IG F V 148" V 9S G 33 BVCLUDES4.10 RATIO REARAnE&EXT0DE.D BODYLENGTH 1 DUVALFORD.This Wian isfar the HD 3 1 r el T50 d Leno Van 103 lb. r. 4 ) 1 ll industrial ladder rack for 135"WB $1,650.00' $2,196.00215.003 Z FULL PAR UTION wlSWING DOOR FOR LO W ROOFV LADDERCLAMP I ROOFADD$45 F BHLRSWB ADD 55 DOUBLE DROP DO WN SIDES ADD$785--*OCONTA CT FOR MUL TI O O *1 DUVALFORD. Partition a Door(A 1 forr) Look Ladder pack(Add 5275jar T 2 - ' ll 'o industrial 1 1551" 1 Z ,315. FLU T O /SWING DOOR FOR MEDIUMH L W3 VAN V/ 3 DO UBLE CLAW LOCK LADDER)UCK—FOR 121GH BIULR LWB DOUBLE O *' $762— ,SCT R L -OTIOND DUVALFORD ReqtdresLongwbeelhaseepion.GV"option available KM Softly P it Na Dow(A 1 3 r) bleCt k Laddo, k(A $ 75for a 1 1 partition&commercialin systwn $2,797.001 3, $3,450.003 2 THREEADJUSTABLESHELF UNIT 040TAL(41 x 46Hx 14D)--FOR 148" L WS ADD$42 7—AEDIUM OR HIGHDHIGHER AOOFALVUSTABLE SHELFADD9 PAR7777ONAND WNDOWADD$878.FOR LW6.ADD$1100.FOR MEDIHIGHROOF60HX 43 x JdD ADD 82 • A MULTI-OPTION D DUVALFORD.XMPodop Conponents.Add$595for Mmiterack orAdhax° 11n.A ' bla ShwrUvir 141 4&k Beigkiz l4m.Depth](48420)x Van Anterior Pkirkdan x I tKir-(40640+406M Steel 3 Drawer Cabbiet 120in.NA z 111n.Height x 13.51n.DepAj(4W80)x I SheffDividers 3.Sin.T 1r ]( 30)x 11 Oin. x 1.75in.Height](48180) 1 VIL Full 2 liner 135" 3, 1 Z $2,200.00' A LO F ONLYNCLUVAS BU 3 0000NTACTDEALER FOR MUL77-OPT?ONDZCOE0M*BH 96D1 DUVALFORD LoadArvat[ t Heigh# hichda Conqolrie rear palypWieneis an side walls and dam.Not Available wi i ll-A (I 7P) [ All Arm ; 4th mwfl4p-Wen (17G)3 3ll partition&fiberboard van liner 155"WB NA NAs $2,250.00'1 bh 96d EL DUVALFORD.LoadArea Protection Package(Full Heigho.htcludesC e rear polypropyleme pank an side wallss.Nat Available with i s-All A (17 s-A 11-Aromal w ilk 41h rawfft glan 7 GF 3 (17G) 1 partition&general serviceinterior bins $3,698.001 $3,750.00' (42 W x 46H x 14D.1 STEEL DRA NER CABBYE TS 3 STEEL DRA WER CABINET. DI 3 J 148"W&L WB A 350--Ad EDIUMIMOH ROOF ADD b * ATDEA LTi- PTION *1 DUVALFORD-KMPackap C 375 far Long Wheelbase. $595 ar Materack or Adrian42kAqywtable SheyVidt 141 b x 46in. Rekht x l ](484 20)x 3 Van Interior Partition 1 Ford Zhansir Low RonfPardtiont:(40640+406TIJ Steel 1 Drawer Ca t x 12YL Metht x 13.5 ](40070)x 1 Skel 3 Drawer Cab r(10in.Mdrh x 121n. {{{ Height x 13.5in.D4pAj(4 0)x1 SheirDiukkri3.Sin. all(Set of 6]( 30)x Page 998 of 1324 VEHICLE: Transit DEALER: Coggin Auto(Ford) CogginDuval ZONE: Western Northern Central Southern PRICE:BASE $27,810.00 $27,810.00 $27,823.00 7, 7 . 1 J (4 Kit For 42 it(4 10)x 25 2 1 16'box e or) $11,695.001 2 F T F RREgUIRES 178"WBDRWCUTA WAYC OP ON.1 9950GVn OR 10360 G A HARDWOOD 1L $585 DE DOOR KrHORAB ADD$1298—FOR EACH (? &T ADD$375—FRP EnWOR ADD 1 DUVALFORD TN:option is mwed in anothera r .Per Fa boiler plate section 2.13.BUder CANNOT'mckde option guipades that residt in Me selift ofa whick or truck is Ored as a separate affleadon in Me bid salicia7fion.Bidders shall NOT use add or de lose apa" to ct wale a piece ofeq LVment Mat is endo wly dorwr Man Me howe wnt calledfir otherIn the tpeofflealft%or any 3 led h t et tend statedabow , i ] � I 1 1 i ( vendor) ®2 1 ,7 2 3 UP 2 REQUIRES 156"WB DRWCVTAWA Y CHASSIS OPTIOAK 9950 GVWR OR 10360 G ATE ILO PEVEADD $585--RDE DOOR WITH GRAB HANDLE AND STIRRUP STEP ADD $1398--FOR EACH ROW OFE-TRACK ADD$3 75FRP EXTERIOR ADD $1049--1600LBSLZFTGATEADD$39.98 DUVALFORD.This option is covered in another Wc&?cav1dj&Per FSA bailer Piave Notion 2.13,8 r CANNOTi It s rkav residtin the seffft a vehicle or track an one 4wPeadon that is offired as a separate 4peeffleallon in Me bid sofielladon.Bidilers AkaUNOT no add or deletei to create apiece eq t is entirely doerent Man the ban unit calledfor In Me jpc#1ca#a%or any other .a 3 a t do not at intentiono s a 12MC2 1 Dual mar wheel c i r) $10,885.00' 7,2 3 138"W9 DR W CUTA WA Y CHASUS9950 G[ O 103 60 G A TED HARDWOOD FLOOR ILO PINE ADD 585 E DOOR'WM GRAB HANDLE AND STTRRUP STEP ADD 12 R EACH ROW OF E- CKADD$375—FXP ErTERTOA ADD sjo49--i6wLBsmFrGATE.ADDs3998 1 DUVALFORD,77dj opdan is covered in awfhw 4wetficaflon For FU bailer ate men on 2.13,Biddar CANNOT"mchde option Wpudes&w resalt iff the selling ofa vehick or truck on ow spectficationt is r"callan in dw bid safteffadon Bhi&rs shall NOT ow add or delete option to create apiece ofeguipurentthat is enfirely decrent Am Me bm will calledfor °m the or rt ed that o not s a® 3 1 Equipmentoption- ci 1 $21,911.00 $15,150.00' MOBELITY 1 2 FORD TELEM77CS BYT G 1 SWATVAN31 PASSENGER T ONFH CENTE A=RE QUBM54X OP770N 57G Ajt,17F WINDO#TALL AROUND 2 DUVALFORD:Ahmmum Bench svarW driver andpwmggr s!&Whais f seat andsear bmb overhead hand rat white kardat side ii i to sh (4)110 l s(3) to dome figkis manitar desk P er Wves is option It is acknowledged that adomw miles wiN exceed 3 350 de ' l penalty is ra i- . , LIFT 1Equipment -specify $3,900.00' $23,991.002 MOBILITY2 2 TOMAff GA TE CANTILEMA K OF Y' 3 USE$456 FOLD ALUAflNUMRAA& 958 TI T DOGBOX J.000LBS CAFAC177CRANE USE 5 0000NTACTDEALER FOR L1 P ON 1 3 WHEEL CHAIR PAlSONER TRANSPORT N WITH LIFT REgUFRES54XOpTj0N,57GAIC,17F WBVDOWSALL AROUND D .9Cawv,4 Rear Facing 15 Driver WaIIIOCages.4RearFwciPtg8 Page 999 of 1324 VEHICLE: Transit 7250( )( ) DEALER: ) ) Bozard Ford Duval Ford LLC ZONE: Western Northern PRICE:BASE $27,810.00 $27,910.007, $27,976.00 !6 Driver Wall Inswihsed caftside walls Ahantinim sheeting mal . coiling All dmm ham catch pok pedbradonsforeasy access and m-kase Air Vent nda each Cap Drainis each Cap Sido Dow Pamb Window c of Pawk 6 000 Mi.Slam .Caps Sminless Folft T-Handles on all CqaAN lach an Cages keyed At eamr 12"LED h&s bonam reai-Doorftwisprotected I I Pedbratedl Powder coined Pan in each Cap LaW Caps 314"' l s114P romidpoforadow Lockable simage ConWBuRktaillusidawd ceft,dwrs andslikIs DiamondFlate FbwAlumhums ! t Coop.Po window on center offtAkead Removable LmdawforCqps Removable DMArIn mar banain Large Cgp".RearPossaVer Side Tqp Cage..Dual Accessfram rear and maids van**Rear Pamenger Side Cage..Dual Accessf vin Yvar and inside van.A $1400 •10 ConwrimnL Purchaser agrees when Ordering this optim It is acknowle4W that odometer miles will 350 es at d o ' it is recognized optionPAINT Equipment -specify ' NA $4,240.00 RANGER 3 AETALUC P OP NS N)WHITE GOLD M)BLUE MAN (aV INGOT SIL VEP, 6 Gti S)HIM0U,(j1)MAGNE77C A&TALLIC Z10 F (130"J w1 3'42+10. PTI ] 10 F4(14 "J Medium&High Roofwith Bulkhead$4660. [OP ONC]ZIQ F3(148'High Exiendioi ! {860.[OPTION D,j FI 416(1301148")Medhan&High Wwfth Bulkhead,Ahaninum vention add$2330 to each. i L Z Aluminums a $13.990.00' 1 3 Prisonerl equivalent.Two( )compartment length 3 cargo van includes: a(1door lockable),one(1)side o lockable),ibur( )6,000 lb.strength to ,one O rear step,one 1)side step,interior light.%dual ' ventilation ,control panel,and auxiliary )AC/heat.Must be ordered with rear AC. REQ M ES 576-D VR&CA A ZU OPTIONS A VAIL A BLE STAR TING A $3500 RVSLJU770NNCMNG.NALLSANDDOORSMOR 10 BVSTALLA 77ONOFPRWNER * 1 4 " ACT R P ON DEFFALFORD.This apilanisfar she or two conWriment ext length ran mienarprimner a me belts, n r consoig side single stop ifneeded Inpowder Coat latenorprolectedLED fighft,all a,ckmpsandhordwwvfarfartoryreqmirednwrACWluded Diamond ata 16-slem koks witht handle cam oil alike SeeA in qwany3 11 sAmerican1 o = or 13, 1 1 1 , 2 1 , 3, so equivalent. (2) for ottended length Double 3 cargo van includes: lockable, ) 6,000 lb.strugth locks,o (1)rear step,interior and exterior lights,dual high speed ventilation ,control panel,and auxiliary(rear) with rear ® REQEffPM570-DVR&CAAdM OP77ONSAVAILABLESTART170GAT WOO BYSUZATION JN CE1ZING,WALES AND DOORS PRIOR 70 RMALEATION OFPRWNER UMITADD 40OWNTACIDEMER FOR AfEaMOPTION DISCOUNT" 1 DUVALFORD.This option isfor At ow or two campartment ext kingth van torprisoner&wuponpackW.Inclaks seat belts,center console,rear step, I j single a (i'misded in powder cwt.imeriarprotected LED ftftng,all hoses,chnWs andhardwarefm Jbcfmy reqi&edrearACt d.Diamond ate f! lb slam Anks with t handle cam alike)vdahke.See AC in Page 1000 of 1324 Transit ) Coggin o ord) Bozard Ford Duval Ford ZONE: Western Northern central Southern PRICE:BASE $27,910.00 $27,910.00 $27,823.00 $27,976.00 Vffans. s FCD-MT-XI1 Americanl i Modular Inmate Thmsportnit or approved13,542. 1 $11,996.001 $10,500.00, - i ( } tength Prisoner3 ano van includes: (1)rear door OM lockable,with two( ) 6,000 lb.strength looks,o (1)rear step,i o fights,dual highventilation 1 panel,and auxiliary(mar) .Must be ordered with REQUIRES57G-DVR&CAAERA OPTIONSA GAT INSULATION IN CMING WALLS AND DOORS PRIOR TO INSTALLATION017PRISONER UNITADD$2400--"CONTACTI)EALER FOR TI N r 1 A is Vdan ijfiw the am or two compartment ext t , imerlarprisoner Includes le rear stop, aide ain s #needed in powder coat.Inseriarpvtocied LED l° t •all hases,chmW andhardivareforfactoryA Diamond pAwflaw�ft 6M lb slaw kcks witht hamfie cam all keyed alike. a AC in 3 Z nit o v $13,842-00' 13, $11,000.00' equivalent. O compartment system for extended length 3 Prisonerl van includes: ( (key lockable),one(1) i lockable),and six )6,000 lb.strength locks,one (1)rear step,on (1)side ,interior i ,dual high speed ventilation fans,control panel,and auxiliary ) AC/heat.Must e ordered with rear AC. 57G-D OPTIONSA VAILABLE STARTMGAT $3500 INSUZA TIN IV CE11ING,WALLS AND DOORS PPJOR EVSTALL47TON OF PRMNAR EWTADD 240 "CONTACTDRALER FOR MUL77-OP270NDISCOUNrO DUVALFORD This eption isfor o compartmeni arlla interior prisoner .Inc es seat bein,center console,rear stq&.dde single m-p tf mpakd m powder coat Iftirriorct figh Nng,all hases. clampt and kw%N*wwfiwfw1&y required rear AC fmckded Diamondplaw- jkonfirg, lb slam x°irh t handle cam all d alike.See AC I oplons. 3 LINX 2Optional equipment- i $1,350.0011$34,1.06 2 $4,995.00s1 3 -1 Y ON CARGO FLOOR AND 114 UP WALL. Y OD AD $119 1 14 PA SSENGER CHAMPION BRAND SHUTTLE R US CON VERSION. DVCL UDES ECONOLINE 1s350 CUTA WA Y FOR CHASSIS CONFIGURE2 PASSENGER IT D$590 CALLDEALERFOR OIO DUVALFORD Single Drop Dmm Ladder rack and-Amencas mustpapdarBinI pac*sge4MAd;l$400*LongWAeelBase. C 4 7A Ir[42T x 46?Height x 147 ](48420)x 2 32?A a It[927 W1,drhx 4011eigbiz 14? (48320)x 1 Van Interior Pardlion x 1 Ford Transit Law RWPardflon KJ1.(40 0+4 J Hwk[3 (40 0)x 1 Cabinet Locker Fedi Ah' el (1 ?WV&h x 6?Hfthtz 149 )(40220)x 1 Steel 3 Drawer Cabinet 1207 I 127 Height x13.5? )(4 0)x2 i rHol r(402 0) 1 Door Kit For 42?W&M Sher Unit(40010)x I lNVERTER i -s i 1 3 , 2 $1,995.003 ®2 A D $I 1000 D$ 2 2 A $325 1 SOL Drop 3 20 PA&UNGERION BRAND SHUTTLE BUS CONVEMON INCLUDES ECONOLIXE EMCUTAWAYFORCHASSU CONFIGURS2 I I WHEELCHAIR 112 PASYENCIER WTFHLLFTADD$6494 CONFIGURE 2 WREELCHAIR 16PASSENGER WFFHMFTADD$9014 DEALER Page 1001 of 1324 VEHICLE: Transit 7750(R2X)(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Coggin Auto(Ford) Bozard Ford Duval Ford LLC ZONE: Western Northern Central Southan BASE PRICE: $27,810.00 $27,910.00 $27,823.00 $27,976.00 OPTIONS DUVALFORD.nm KM Single EZ-LoDown-Drep Down Ladder Rack is uniquely designed and engimered to gently[over and raw a ladder into Position for easy 1oubg 1tlnchqks&=y40kd=dic-autat edarm with lockable damp arms and rv&-j on each ladderpla&m topvvidr s*and smooth operadanfir heavy lad*rj or land to slide down the A*efdm van ne Karp Mzur EZLoDownrm Drop Down La;eWr Aack&vN 15?lower that;ary rigged crossbows hover just laches above the roof to reduce overall-mUrle height and tafadistate leadingandodoadog MKargoMajterEZ-LaDawn=Drqp Down LadderAack is r®i maunhngf=4 winch clunpghe rack seemly to dw ivin guiler to pvWde maxinnon nppol and stabifily atchaft I! Ila# Awb am treated with zweprimervith ft resistod marine dorcow roprovkfe excellent corrodw&rurC VandUY resisfa3pow e. RS 9,920.002/SK//LABOR//3K Optional equipment-specify $500.00' $3 $2,395.00' EV-24PASS 2 'DOTSAFE77AOAD SMEM,SLBSABCFLRE EXINGUISHER FMST AID 3RKIT.&THREE(3),ROAD SME REFLEC77VE T — RUNGLE CASE11—LdBO DBLDROP P-4TE PER HouR 113---/f6 -AwnyoNAL KEYs(2)s74. 1 24 PASSENGER CHAMPION BRAND SHUTTLE BUS CONVERSION. MCLUDESECONGLINE E450 CUTAWAYFOR CJM=CALL DEALER FOR OpTrONS 2 DUVALFORD "m Y.MMmee EZ-L2Down-Drqp Down LadderBack is uniquely des4wd and e go gemb,lowerandraise a 1 buoposition ,jbrauy1-ftandmdwdmg. It kdv*2Jstedarm with lockable clamp arms and rdkrr an each ladierpla#bFur roporiAr&*and smooth eperation forhemyladders or inadto slide down the side of the van Thr Kargo Alaster EZ-LoDawnlm Drop LhnM Ladder Rack dmp 1371 Men an) coquilsor models Holds both extension and sup Wders The van ladder rack ruggedcrowbows hover inches abow OW roofto reduce overall vehicle he4k andtafna!hate loaftandmicafing 7ft Xvgo Mawr EZ-LaDcwnTmDrvp Down Ladkr is installed wing strong,wide mountingfeer,which climp the racknearely to the raingutter toprovide marmunt ppportandstabiii tyincluMg no-Akill installation Raab am treated wt --Jncpnmff with chip resistant marfw!T*fowdrr coat to to excellent comdon.not,and UV resist e. NEW Now state tog(specify state,county,city,sheriM etc.) $215.00' $195.002 $230.00' NST 2 AFEW STA TE,CO UM7,CHY or SHMUFF TAG(please Wcry In request) DEIVALFORD,hwhdoz afthdandre"s associated with theflift,vamfer, TAG- 3 dejerpfion allowed by section 3.23 Tams and Cionfifions TRANS Transfer existing registration(must provide tag number) $jS9.001 $100.002 5. 3g TRANSFER 2 TRAMSTER OF STA,ITS CO VNTY,CF17 or SHERIFF TAG&Iff axe jincify in TX 3 r DUVALFORD Includes adedhisbuffm cogs assmajed with thefiling,transfer, acquisitimt and Ingalladon ofqWW=e registration&Plate per Won dese4vion allowed by section 3.23 Terms and Ciandidovis.[ALT D]Per terms and candtflons section 3.221 R Old ACCEPTANCE anAfterrudve Delivery Desfinaftim chargeper vehicle of$487 will be aWfiedlo alipurchase ordomwkeminspeclYonandacceplanwocetars awayfiwmdwendsaw's registered address within the state ofFlondL For desfimations where inspection and acceptance are located outridir ik Sanshim&we contact draler.This caw derhvilan isjbmukd using conpuzationally intensive statistical awbals wilcung data Mpids such as carr of vapftal mmmst cany on bad dek delivery varia= with ozeddr location w1jary damp,andflixtuafftfawl cwtr.3 TEND Temporary tag $45.00' $16.002 $10S.0011 M 2 DUVALFORD.-Anchda admh0stradve costs associatedwith dmfllb*irim*r.e TAG 3 a ilathm qfq*wqpnaie regirb%djan&PhM per option TEMP deser(ation allowed by section 3.23 Topm,and COH&HOm 3 Page 1002 of 1324 VEHICLE: Transit )(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Coggin Auto( aFord Duval Ford LLC ZONE: Southern PRICE:BASE $27,910.00 $27,810.003. $27,976.00 OMP 61100 aMaintenance 1 -specify NA $2,400.003 575 3 Gas Prcmhm Jbftf.Platt 6.waW]00.000 mi.SOOO mi hiermis 20 SVC visits$0 lbleContact Dealarfor avaphible miledyears/hiterval&ewthefic all option, 5 Year 7S.OM milei Plan.ISservioevisits at 5000 mile imervakfar vehiclex with ,-m deductible.5 Year 7S,000 mile Pmmium Diem/Maintenance plait$4175,IS Maimanowe plan visits at 5000 mile miervdifor vehieles with Diesel Digim,zero drdwillik. $300 FOR Police.E ,Hmrpn,y and Fire UN 3 DPW 6/100 2 c 1 -specify1.'905.001 5 3 6 /100.060 t.S 1d 20 i 0 Deductible Contact a ilable arils d is I&Synawlic oil DUVALFOAD 6 Year 75,000 mile Premium Alaimename15serincevidis at 5000=is intervalsfor whielm w1A Gas fthm,zero deducable.6 Year 75.000 mile Promhom Diesel Maintenance Plait,$4215.15 Maimendaceplon visits at 5000 mile wervalsfor vehiclesi i 1 Whe,mm deduedble.ADD SJOO FOR pojjcc&acrpmy and Fire Use 3 hP610 3 Maintenance 1 -specify NA NA $2,4003 DUVALFORD.6 Year MAO mile Prembut;Akinfenance Man.20 service vis' at 5000 Write Intermisfor vehicles with Gas Engine,zero dMictible.6 Year 1 ,000 mile Premium i t AMirmnance Plan4820.20 MWirkinum plan vidis at SOOO mile hitervalsfor vehicles with Dissel ftine,zero deductible.ADD 5 , Fin Use 3 61100-P 2 -s $2,070.002 $1,725.00 DF5753 D :5 Yr 75,00 mile--rro deductible BASECare plan.5 Yr I .000 la wra deductible we$2330Conoe c schedule available spair mquest DUVALFORD.5 Yr 75,000 milezem drditotible Incomplete Gas Vehicles.$29 .S Yr 100,0ila zero deductible use$3425. Compkieprichig wAw&fe available apm ncq=L Pricirs qualedper Co Floridal ESP Argust In 2078 PHeing Gui&A' 2 wamenty-specify NA $2,515.00' $1,990.00' 5 3 DUVALFORD,5 Yr 75,000 arils zero deductible EXMCare Plan.5 Yr 100,000 mile xem deductible we$2795.Complete prIcing schedule available ipw request A :5 Yr 75.000 mi --ero,deductible EXTRACktreplanfor Jacampkie Gas Yehicla.-$3145.5 Yr JOA000 mile zero deductible 855. Complouipicing schedule amilable kow request.Prices quatedper FhrdA&Cb Retail ESP Aqust lit 2018 pridug Guid,3 6/100-Ex Warranty-s eci $3,01 2 $2,745.00'1 7 3D :5 Yr 75.000 milesero didurdble PREMUMCare plan.5 Yr 100,000 mild zero deductible am$3520.Compleirprieft schedule available Wm reqwsLDUVALFORD.S Yr 75.11M mile rero deductible PREMUMare plartfor IncomWete Go Vehicles.x3615.5 Yr 100.000 mita zff o deductible we $4435.Conoete bla apm mquest.Priem quaiedper FordblbCo Flo-Ida Retail ESP August!di 2018 prIcing Caddc 3 611 2 Diesel Warranty-specify 2, .00 $1,965.0031 3 O :5 Yr 75,WO mile zero deductible BASECOv p1m.S Yr 100,000 mile mira deductible we S268S.Cottipletept*ftscheddeavailablEapm requw.SYP75,000ndlc--erodeductibleBASECaovplanfarinconvickDivsffI Vehicks.$3125.5 Yr 160,000mile miro deductible we$4150.ComWelepr7chig schedule available Won requeg Nees qwfcdpsr FardMbCo Florida Retail8 Angwi tat 2018 Pricing Gad Page 1003 of 1324 VEHICLE: Transit T250{ ( ) Coggin ) Coggin Auto(Ford) Bozard FoW Duval Ford LLC Western PRICE:BASE $27,810.00 $27,910.007, $27,976.00 61100-13 2 Diesel Warranty-specify , 15. 2 $2,290.00' 575 3 D .5 Yr 75,M milezero tiblle EXT)UCaneplam.5 A 1 rile^-aw deductible 3230.Completeprfthig schedmie available i request 5 Yr 75,OM mdk zero&ducdbk BXTRACareplamforImmWActe Diesel Ye lc s.$3410.5 Yr IKOGO mile zero dr&wllble we$4725.Complesvp7cing clab 3 a ted r Co l ESP A: lat01Pricing 11 2 i -specify NA $3,330.002 $3,145. F 575 DUVALFOAD.5 Yr 75,000 mileze ti e PREMUMareplan.5 Yr 100,000 mile tibia use$3755.Conifflete priving schakle available wan request 5 Yr 75,000 mile mo de&wdbk Inconudeir Lusel Vehicles:$3.940.5 A 100,000abl $5520. Conplere pneing zekefideandkbkst.3 Prices r F o l t August tat 2018 tGuide Page 1004 of 1324 ,F PUBLIC WORKS DEPARTMENT Q ST FOR PURCHASE ORDER UE 11/15/2018 Account1-2515- 1. - 1 . c —[.,fSA Contract:,p,ecifiqat Requested By: Bill v Department Hand Approval: _ Circle AM that i, Division_ /Supervisor v _mow_ I Fleet Division Charg Rqi,lacement Other:j FireRescue [EEp �Iadng: 856 -a. Personw7:. Laura TOYor: Y Address: Fed ED M is�: J�tnte. wax#: 904-387-6816 904-381-6599 _LjTY PRICE UNIT DESCRIPTION ITEM# COLOR SIZ117 TOTAL 1 1 , 25.0F Ea Ford - •t $19,925.00 1 S4,081.00 Each Opi i onB ly �Iuote Per quote ,0.1.0 Price Quote Vendor Name TOTAL $244006.00 Page 1005 of 1324 _..._..- �CZTY OF BOYMMM BRACE rNo 2 {'(�f\))fit +)r!�a��)rlt,r. itr`. ,rrUri "r -:;) t�$li lt},s',i,r�7�irrr£t1r5r)ti,J. r7\l�drisrttit)-..r`l't .f7 f,srkr.a.v.iaz,,,nr:?''•..rrhr' >x�ti ttl�kr.�„,,r rr.�r,�s}: r1'f:jA C NB BILL MAM ovom ” IN ili s.s 48f8C�sa#Avs. F9L8,4�0 _ _ .lex. r }1�""f7(s 1plprsn/�e.youorA�e.,wt,xdrnsayopondw�A4rmqua�a Pr�Roer�.1.prbllrruall ►a1s191arr7aEwl8AvifrbAriroo�mdN ��1��lY t` 11�i(t If rdpwdft Air <<t1$! r �yt0 3 .t7 77, AL TRIM PACKAGE s - � 2 3.81.VS TPVCT WITH FLEX-FUEL - t22"WHEEL BASE S.6e BEDS POWER WINDOWS/DOOR LACKS - 7 EXTERIOR:OXFORD WHITE INTERIOR: GRAY VINYL INTERIOR 40120140 ��t 308 SPEED CONTROL 224.00 4 r 9801 SPRAY IN BEDLINER 684.00 SID TOW HO TRAILER TOWING PACKAGE 1 294 00 RETRAX LOCKING BEDCOVER FOR 8.61.BED rr t ii 942 DAYTIME RUNNING LIGHTS 44.005 TAG CRY TAG AND TITLE 280 00 �f "Atr �— r t A vewoOR PLEASE CI RLY NOTATE ON YOUR PURCHASE ORDER WHERE DUVAL FORD IS TO COMMENTS SHIP YOUR VEHICLE,HOW THE VEHICLE IS TO BE TITLED,AND WHERE THE INVOICE Ott 16 TO BE MAILED �r rt1r, 5.., r,1tk � �t,S, Si.)(;. rY,�tt r„T ii7�i,) i SitU�i;',' trr rt�ir �� "ai tli 17 U,, �,,,.,�rl>r '. �)r,rr Za�s��,rr�i krt 4,j '�t�ir(if Irsr )tr,:ai��ftit•.�„{,('I(s.t,rf�.�,,j r;�i� `tf�� r�r'�.i.,�:,s n r�. ��VA,.� itttt31,r�{4„ntiti--. }t} 7 t V - a z •=e a s,r tp st xs rrt)t: -:,y `.,). r�,�,��r.n��tt'ts 3 ``�=.,..�,.�;i(I(Il�j,t},„v�tr#�,,. ra1 }r i�11.,..�:��n«A.�..•��..m�:�li}#� �. Printede IV15118 wa Aviva1fSe ,crime Page 1006 of 1324 COUNTIES Ad Ab=e FLORIDA SHERIFFS ASSOCIATION & FLORIDA ASSOCIATION OF COUNTIES Name of Dealersbip Type of Vehicle Zone Ban nit Price 112 MN E Alan Jay Chevrolet BuickCadillac2019 Chevroletilvo o 1500 IWestern WT $21,384.00 ( 1 ) ALT-Garber Chevrolet uic ,Inc. 2019 ChevroletSilverado, 1500 IWT western21,753.00 ( 1 ) Alan Jay Chevroletis Cadillac 2019 ChevroletSilverado 1500 IWT Northern21,2 ( 1 ) ALT-Garber Chevrolet i ,Inc. 19 Chevrolet ilv 1500 1 WT Northern $21,553.00 ( 10 0 ) Alan Jay Chevrolet BuickC Cadillac 2019 Chevrolet Silv o 1500 IWT C $21,294.00 ( Cl 0 ) Garber Chevrolet Buick ,Inc. 2019 ChevroletSilverado 1500 IWT Centml $21,653.00 ( 1 3) Alan Jay Chevrolet uicCadillac2019 l Silverado 1500 1 TSouthern $21,294.00 ( 1 ) Garber Chevrolet uic ,Inc. 2019 ChevroletSilverado 1500 I WT Southern21,753.0 ( I 0 ) 2019 Chevrolet Silv 1500 ILT Western NB— (CCI0903) 2019 Chevrolet ilv 1500 ILT _ _ ( 1 03) Western 2019 ChevroletSilverado,1500 ILT ( t 3) Northern - 2019 1et SilveTado 1500 ILT _ ( 1 ) Northern 2019 Chevroletit o 1500 ILT Central ( 1 3) 2019 Chevrolet it o 1500 ILT central —NB . (CC1 3) 2019 ChevroletSilverado 1500 ILT _NB _ ( CI ) Southern 2019.Chavrolat Silvemdo,1500 IL NB( I 3) — - Page 1007 of 1324 Coggin Auto( ) 2019 Ford F-150 (FIC) e 1 ,375.00 ALT-Bozard Ford1 F -I S (F IQ $19,890.00 Coggin o ) 2019 -150 XL(FIC) Northern $19,375.00 Duval 2019 -1 (FIC) $19,947-00 Coggin (Ford) 2019 F -150 XL(FIC) 19,375.00 Duval Ford LLC 201 -150 I Q Central $19,915.00 Coggin o ) 2019 Ford F-1 I Southern $19,542.00 Duval 0 2019 -I I Southern $19,925.00 Bozazd Ford01 -15 (FIC) western $23,679.00 ALT-Duval Ford LLC 2019F-150 XLT(FIC) $23,766.00 Duval Ford LLC2019 Ford -1 T(FIC) Northern $23,664.00 ALT-Bozard Ford2019 -150 I ) Northam $23,679.00 Duval Ford LLC 2019 Ford -150 XLT(FIC) Central $23,733.00 ALT-Bozard Ford1 -150 1C) Central $23,976.00 Duval Ford LLC 2019 -150 I ) 23,743.0 ALT-Bozard Ford 201 -150 XLT(F I Q Southern $23,976.00 Alan Jay Chevrolet BuickC Cadillac 2019 i 1500 l SA( 10 3) Western $22,304.00 2019 GMC Sierra1500 1 SA(TCI ) Lan Jay Chevrolet BuickCadillac 2019 GMC Sierra1500 1 S ( 10 ) 2,204.0 2019 GMC Sierra1500 1 SA( 1a 3) — Lan Jay ChevroletBuick GMC Cadillac 2019 GMC Sierra1500 1S la 3) Central $22,204.00 2019 GMC Siam1500 1 10 903) central —NB— ALan Jay ChevroletBuick GMC Cadillac2019 C Siam 1500 1S 10 903) Southern $22,204.00 2019 GIVIC Sierra15 1 1 3) Southern —NB— Terry Taylor DeLand Nissan1 iss i ( 11 ) $22,592.00 2019 Nissan ( 11 ) Western — — Terry lor DeLand Nissan2019 Nissani (3 11 ) Northern $22,397.00 2019 Nissan Titan S(3 11 ) Northern —NB— Tony lor DeLand Nissan 2019 issan Ts (3611 ) $22,385.00 2019 issan Ti ( 11 ) Central —NB— Terry lor DeLand Nissan2019 Nissan 71tan S( 11 ) Southern $22,310.00 2019 Nissani ( 11 ) Sou - AutoNation CDJR PembrokePines 2019 1500 IL 1) *Western $17,639.00 Beek s 2019 Ram 1 11) Western $17,834.00 AutoNation ines 2019 Ram 1500 IL6 I) *Northern 17, 5 .0 Beck s 2019 Ram 1500 11) $17,780.00 AutoNation CDJR Pembroke Pines 2019 Ram 1500 Tradesman(DS 11,61) *Central $17,609.00 Alan Jay Chrysler Jeep Dodge of Wauchula2019 1500 Tradesman( 11) Central $$17,754.00 Page 1008 of 1324 AutoNfftion CDJR Pembroke Pines 2019 Ram 1500 Tradesman(DSIL6 1) *Southern $17,608.00 -AlanALT lr Jeep Dodge of Wauchula 2019 Ram 1500 Tradesman( 1L 1) $17,754.00 Page 1009 of 1324 , r EA CXXMTM d FLORIDA SHERIFFS ASSOCIATION & FLORIDA ASSOCIATION OF COUNTIES 1 SPECIFICATION #53 2019 Ford - ) (Alternate DealerOption) The Ford -15 (FIC) contract comes withl the standard equipment as specifiede manufachm for this model a vehicle specification(s) i e is included a s pan of this contraces vehicle price as awarded by specification . Western o Central Southern BASE PRICE: $19,890.00 $19,847.00 $19,915.00 19, 25.0 While the Florida Shcriffi AssociationFloridass i 'o of Counties have attempted to i err*and include thosef items most often requestedparticipating agencies r fall size vehicles,we realize equipment needs and preferences are going vary agency ency.In an effort to incorporate flexibilityinto our program,we have created specific add/delete options which allow the purchaser to tailor the vehicle to their particular wants or needs. The following equipment del e and add options and their related cost are providedassist you in approximating the total cost of the type vehicle(s)you wish to ordeT through thisSimply deduct the cost of any of the fbilowing equipment items you wish deletedthe base unit cost or add the cost of any equipment items you wish added to the base unit cost to determine the approximatecost of the type vehicle(s)you wish to order. An official listing of all add/delete options and their prices should be obtained the appropriate dealer in your zone when preparingyour order.Additionall options other thm those listed e available through the dealers,however,those listed be honored by the.dealers in your zone at the stated prices. Page 1010 of 1324 VEHICLE. F-150 XL(FIC)(ALTERNATE DEALERS) DEALER: Bozard Ford Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: western Northam Central Southern BASE PRICE: $19,890.00 $19,847.00 $19,915.00 $19,925.00 Northern &Central Order Code Delete Options Western &Southern D597 2 AMIFM sterm radio NA NA2 DUVALFORD.no 2 D572 2 Air conditionin. NA NA2' DUVALFORD.no I I D-85A Power Window and Door Locks $475.001 $375-00 2 D85A 2 DU;WLFORD.-Deletes.A&nwl-jbkft,Power Glass SI&Ane Minwa with Biack Skull Caps 7 11horinaledEntry?AfyKey6?PerlowlerAlams?Power Lacks with Flip Key andintegratedKo- Transmitttry f7mcludes Aulolock)?Power Tailgate Lock?Power Wirdews 61vin on Regular Cab,finant and rear an SWerCab and Crew) 2 2 l2j D948 Keyess Entry NA NC DUVALFORD.Reqidt-es D85A,Includedwilh D8SA 2 51X 2 Full size spare tire and rim NA $25. 2 DUVALFORD.Retaim CgIriep 2 DF 2 Programmed Key Fobs NA i NC V IDUVALFORD.ReqwiresD8JA.1nc1udsdw1rhD85A 2 Northern &Central Order Code Add Options Western &Southern 99P-440 Engine upgrade-spec* $994.001 $994.00' 99P 2 2.27,ECOBOOST ENG I DMXLFORD.2.7L V6 EcaBoasi*with Auto Stort-Stap Technology(N4 on 4X4 v-11k 157"or 163.7'WB)—Standard an 4x2 with 157"or 1617"WR INCL UDES 44G.-Elect is Tr*,Sveed Automatic 7husmission with Selectable llbdrs: MormilTaii-Houignmi--etlEcaelecvSpodftasM Y1 WX SL M Noo .8.7 L 11 EcoBo on@(99P)&5.OL V8(995)engines)12'a"m 995-44G Engine upgrade-specify $1,994.00' $2,594.00', 9942 5.OL V-8 ENG I E DUVALFORD.-3.5L M EcaBoasit(NA 122"WB)with A uto Stw*&W Tar o .INCL UVES 440 Electranto Tom-SpeedAutowaaar Troamnssm wak Selectable Drim Ahmks NornwkTmv-Hadaww-e&ZcoSL-IecV*M(slandwd w13.5L 116 EcaBoanD,2.7L 1 W 'EcoBoos1@(99P)&5.0L F8(995)engina).$1599 When 2.7L it Sid eVine 1$599 when S.OL is iStamim-de lging. 2 995 2 Bi-fuel model-specify NA $1,994.00' DUVALFORD.5.0L V8 with Auto Srari-Mop Techovol -Fael C&pab&1j,—Standard am 44 with 157"or 163.7"WB.INCLUDES 440.Elecitimic Ten-SpeedAulawafic Transmission with Selectable DnIve Modes.NorntailTow-HatiMmv-etlEcaSokcffSpm(stan&vdivI3.3L V6 EcoBowle.2.7L 1,6 Ecaaaso f99p)&5.0L pW(995)r s) 2 98a 1 F CNO Model-Specif $314 $314. 1 2 y .00 00 98G 2 REQ S.OL V-8 ENG I I DUVALFORD.CNGIPrepawGastow Engine Prep Pack(mg.995 5.OL V8 engine)(NA with S pwial Edition Package 61,V 2 Page 1011 of 1324 VEHICLE: F-150 XL(F I Q(ALTERNATE DEALERS) DEALER,• Bozard Ford Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: Western Northern Central Southern BASE PRICE: $19,890.00 $19,847.00 $19,915.00 $19,925.00 99G-CNG CNG Conversion(discuss with dealer) $13,996.00' $13,000.002' CNG 2 REQ S.OL T'8 ENG I DUVALFORD.15.1 GGE CNG Conversfo"for Ford F150,ADD$500fiw 23.5 GGE CNG Convgrsign*Fend FISO.peqriims.98GandgpS 2 98G-Lpa LPG Conversion(discuss with dealer) $13,99,6.00' NA2 LPG 2 REQ 5.0L V-8 ENG I Battery,650 cc a or greater NA std' Baffe?),—maintenance-fne 704H(610 CCA).80-AH(730 CCA)2 Diesel 2 Dual batteries NA NAF' DUVALPORD.ON acs SaAH abourbut Am me AGM Baft7.Dud Binary NA.MQUIRES Clad Ealing(NA for Rquier Gole) Where applic"m codo 9M V SO%(Dind Price In SM Ila 2A whom Baf I S2M&SAL when Sid)Induds 3.OL 4 Yoke DOW Pomwer Iftelood III 7IP6 Olosel Win with Am.111"o,Tacimedoily,INA Mir`W&re9L Momiuml-WIng,Fammer GI.IModm lAmmores(5a)ft Mamuot ally To g.Power close Traflor Tow Mhom(Sffl Pffaq glams with flamp'liFlemllaw Dolmsdar(9MMQ and XL Pomw EqWpaawt Gavir(UADI 627* 2 7,700 lbs.GVWR NA $1,694.00 DUVALFORD.-Increases GV"to 78501 .,Not available with.-I M(16 EcoBwstt engine (99P)-ML V6 Power ShwhO Diesel enene(991)-122'°"-145"WB-XLMT C Appezuance Package(36A,86B)-XMLT Span 4Warance Package(861,864 Requires - Troller Tair Package(534 required when ordered with S.OL Engine(995)-Men Duller Tow Pachap(53C)required w w*red with 3.5L EcaBowtQ Engine(994)Ina! s:-3.73 Eleciewk-locking rear-axle-9.75"gearser-36 Gallon Fact tank-L75165128C OWL int Ifts(41r)(F8C)-Upgraded Vings-18"SilrerAlutin um:Hem5-Duiy Payload PAg.wheels(6410 67T I Electric brake controller $274.00 1 $274.00 2 67T*' REQ 53B ON 53A TRAILER TOWP KG DUVALFORD.hm-p-aled 7raller Brake Controller(res.53B Clan lf'Trailer Hitch or 53A Trailer Tow Mg.;inal.with 53C Max Trailer Tarlo Pkg. AdvanceTrac 2 Traction control Std Std 2 DUVALFORD:Adt%mced7r=M wIRSCS Moll&abifiry Contra")2 XL6 Limited slip differential $569.00' $569.00' XL6 2 DUYALFORD (M)3.73 Efectranle L&Mng axle ratio ftal owd ratio varies on caiefflowdon.(x9)3.55:$469,?15)3.15$419,ftQ)3.31$'419 Call dealerfor quok doiall based on desired spefflearion 101A Manufacturier's model upgrade package(specify pkg.bid) $1,094.00' $900.00 10 1 2 DUM LFORD:NA with d8M Adds:A MIFM i P/(speakers,fo ur(4)with Regular Cab,six(6) 1A with SWrCeb andSutierCrewit)14.21 Ply Screen with compau in Instrument chater I SYNC*-MUST HA VE-911 AnistS-4.2"LCD Display in Center Stuck•AppfinM Smart ChuprNg USB part–one(1)Cridsc Can"I 2 CG Sent trim upgrade-specify NC NC' CG 2 1 CLOTH SEA 7N I i D UVALFORD:CLO Tff 462 W40 MED EAR TH GA4 y 2 95A 2 Power windowstdoor locks Incl. Inc].2 DUFALFORD.In base 4nicyFearlon requirement 2 5 Speed control $224.00' $224.00 2 50S 2 BVC IN UPGRADE P DUVALFO.RD 2 nLT 2 Tilt steering wheel Std incl? DUVALFORD 2 Page 1012 of 1324 VEHICLE. F-150 XL(FIC)(ALTERNATE DEALERS) DEALER. Bozard Ford Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: Wedern Northern Central Southern BASE PRICE: $19,890.00 $19,947.00 $19,915.00 $19,925.00 LAW 2 Passenger dome lamp Std InC1.21 DUVALFORD 2 Bucket seats in lieu of bench seat NA DUVALFUM NA 2 .002, 1681 Carpet in lieu of rubber floor covenng $144.00' $144 168 2 DUVALFORD.bwhdo Carpet and carN,fital 2 1 47R I Floor mats $134.00' $134.002 47R 2 REQ 168 CARPEFFLOOR COTTMNG DWWLF'ORD.All Wea dw Mats to owbber.Reqidres Car Flooring.For molded hvy&)4e weadier tecIra to um$22A does not reqsdre cw;.vjfl0mft. 2 924-57Q Deep tinted glass $319.001 $295.002. TINT 2 REQ RrL4R WNDOW DEFROSTER D UVA LFORD.-Far rear privacy dia add$99 and 57 rear wt deftoster at$219 or Dealer FY fa is$295 2 Sliding rear window NA NA2 DUVALFORD 2 59B I AMMM radio with single CD $289.00' NA2 DUVALFORD. 2 On-Star 2 DWALFORD 2 59CI Satellite radio $494.00' $484.002, 5822 DUVALFORD.SidutoYMC Aa*o(rwq.CrWse Com-d(SOS)and SYNCS(52P)an I WA)Note. Inchdesa6-monthprepaidaubser4giolL 2 1813 1 Cab Steps $249.00' $249.002 18B 2 DUPALFORD:Blackplatfarn;ow 2 Side air bags Std SW2, DRD 2 1 FIC-141 W/BASE Long bed in lieu of short bed $299.001 $549.002 L DUVALFORD. 141 k Whggj4x2 RC SS$.Q Bav 2 LH-61 Left-hand pillar mounted 6"spotlight with clear halogen bulb,dealer installed $696.00 1 $495.00V LSL 2 DUMLFORD:Unity Brand For r operated Go-Lot(gpecify lacatianfiw Momeimg.-cob or body area le mmented)we$649 2 Left&right-hand pillar mounted 6"spotlight with clear halogen bulb,dealer $996.00 1 $796.00 2 2SL 2 installed DLFORD Unity arand For remote operated Go-Ldght(qmcify kwanonfor mounting cab or body areopole mounte-0 use$649 2 W-ST Vent visors-stick-on style $175.00' $165. 2 W 2 *;ALFORD..2 RS-FS Rainshields-2 flange style $175.00' $165.002 RS2 DUVALFORD. BS I Bug shield $196.00 $250.002 BS2 DUVALFORD:2 Page 1013 of 1324 VEHICLE: F-150 XL(FIC)(ALTERNATE DEALERS) DEALER. Bozard Ford Duval Ford LLC Duval Ford LLC Duval Ford 1JC ZONE: western Northam Central Southern BASE PRICE: $19,890.00 $19,947.00 $19,915.00 $19,925.00 54Y.59S 2 Trailer tow mirrors NA $569.002 DUVALKMV®hfirml-UNS,MmuslyWaraping.PavwGbmTWkz'rw MftrsnsvA ffea4 7am I%",H12102wwaa LED SmdC,Appmz&Lamps,LED SWaview adftwSpn*mend; k R&A Capa(KA Wth 93L V6 PFD1 evne(vel)w722' aq, Eqqmak (UA)ad RearlYbdow.BMW Fdrsay 01M Yd&Defirmter(9WMi mik Mdhm Tm w MW TM& WA-GG Wrap-around grille guard $1,796.00 1 $1,495.00"1 WGG 2 DUYALFORD Full Wrap around G#111 Giiati4&erling Wesna or Warn.Qum will specify.2 ATB I Aluminum tool box $49,6.00' $799.002 90P 2 DUVALFORD.Crossbo6alumimmilackina,deep. OPTION4 BEWMDE:USE$1495 [OPTION3]Weadm;-Gwdmo&ll]4.(!.01$12181 196P 3 002 Bedliner $349.00' $ 49. 96P 2 DUVALFORD.PLASTIC 2 96W I Spray-on bedliner(Rhino,Lin e-X or approved equivalent) $594.00' $594.002 %W 2 DWALFORD:Far HD jjusXBrandS)xwyLjmr me$675 2 Tow hooks NA NA? DUVALFORD.-4X4 ONLY 2 53B Class IV hitch and ball $196.00' $1,294.002' HDTOW 2 INC 2" PIN&CLIP I DUVALFORD.lincludes(Bbi Class IT Trailer Hitch.(53a)Sinart Trailer Tow Connector, 4-pWpin isiring:.4 ill 7rosari mion Oil cooler and Ehglne Oil cooler inch dedonb,with ftimupgriule.Heary Duty Soliddraw ban pin clip,2 inch ball.andphig.(53r)Max Toru PackageRequims(994)and(LoWBed),with 101a Model Upgrade 3145. c}with ffi27) and model upgrade we$1194®Forpinde ball combo add3295.Meysubadme25116hLBall if spEcifted on Purchase order. 2 SLB-WR 8,000 lb.winch with remote $1,796.00 1 $1,300.00, 8KW 2 DU1WLFORD.-Warn Winch withAemoft.Repires G.Grill Guard with winch ate.Options afflijable at dprenj M&p 2 53A Heavy duty towing package up to 5,000 lbs.with appropriate hitch $696.00 1 $1,294.002 HDTOW 2 INC 2"BALL PIN&C1JP I DUVALFORD 1wirdes(53b)Clan JY Trailer Hitch.(53a)Smart Duller Torr Connectar, 4-pm7-pin ii iring:.4 ill 7hwumission Oil cooler and Engine Oil cooler l only with EnVne upgrade,He DLVo Solid draw bar,pin c*2 inch ball,andplug (53c)AALY Tow Package Requires(994)and(Laqgfto.with I Ola Model Upgrade add$145.(53c)w®l (627) and model apgrade use 1194°Far ads ball combo add$295.May substitute 2 5116 in.Ball it 4veffled on porhaw order. i 994-53C-XL9-67T-655 Heavy duty towing package up to 7,200 lbs.with appropriate hitch $3,879.00' $1,294.0ei HDTOW 2 INC 3.5L ECOBOOST ENG&MAX TRAILER 7VWPKG&TWLER BRAKER CONTROLLER &EXTRANGE FUEL TAN K&3.55 LFMTED SLJP INC 2m BALL PIN&CLIP I 'DUVALFORD.-1idu(53b)Close 11' iter Hitch.(53a)Shun-1 Trailer Tarn Connecim-, CjdW7-ph;wiring,Aiadla*•Transmission Oil center and EVW Oil cooler Included mb,with E#Wne Apgrade,Heavy D uy Sold draw ban pin clip,2 inch ball,andphW (53c)Max Torr Pdatqgs Requires(994)and(LongBed).with 101a Model UpgraA add$145 (53c)with(627) and model upgrade nse 81194-Forpinfle ball combo add$295.May substinde 2 5116 in. all if specified onpurchase order. I FGTC I Fiberglass tonneau cover(painted to match) $1,7916.00' $1,695.00 COVER2 DLFORD.Ranch Lrgaiy BRAND or equal.May substitute RETRAX M4NUAL Retractable bedonwr.--12001b YesudRoutry Latches-ATafta Anunnoffiv Paint-BbekPowder Coated Bantware-EvierforSt)1e Line-EZ Push Logo LPjano Hinge-1pardorpull&MP LUMssistAren-Lim! et! Pa!nVRruciuni Warrano,-No Drillinstallation-2702 Mixed "itening Resin Solidion-Tri-Cel Bono,Comb Relitforced Roof-7Wmless SkirredEdges Wrap Over Side andRem-Edp; Page 1014 of 1324 VEHICLE: F-150 XL(FIC)(ALTERNATE DEALERS) DEALER: Bozard Ford Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: Western Northern Central Southern BASE PRICE: $19,890.00 $19,847.00 $19,915.00 $19,925.00 FCHT I I Fiberglass cab high topper with front,side and rear windows(painted to $2,196.00' $1,895.0021 TOPPER 2 match) DUVALFORD:Ranch Brand Echo Model or equal,DulantAujamaitmPaint For Win*,,,Add 18595"Unibody"AdWded and RolledRberews Base Rails-3 Yum-Mmited Paint IStructure Warratny-AhnnimonFramedFroutPicture Window eA1umimmFremvdSolid SYde Windlon-s- AxaltaAmiamotive Palm*Black PowderCoatedHowhrare,,11val T- is Real,Door,LED Third Brake Light-n02 AlbredgMening in Solution-Tol-CelHmmy Comb RehpUved Roof.Trimign EAw 2 9421 Daytime running lights $44.00' $44.002 942 2 DMA *me Rutwing Lamps(DRQ(when selectedwilk 85A Power Equipment G�oW,ttable 942 LhUWAneRunning Lan*v(M)replace D454me Running Lagjp,(DM(Onoff Cluicr ConacIla ble))2 Immobilize daytime running lights NA Sta-'l DUVALFORD.Dajdme Running Lamps(DRQ(wheo selected with 85A Power 4dpment Gra&p,dw now-coninallable 942 Lh*WmeRunning Lin"(DRY replace Daytime Running ZaaW(DIW(OwVff Cluster Co"grollable))2 NFT Nitrogen filled tires including spare tire $196.00' $245.00' N2 2 DUVALFORD.-Atplacing the air in 3vur tires,andpmperb-maintaining them irith Niftwnil can invrease)vur fire Ilk by as much as 50K inerrare'roar firel economy as mich as 10%and decrease your chams ofexperienchig a firefailum by as onich ar 75%(sontnr."jImflij.cm)2 Midbox body 2 option NA NW. DUVALFOR D. STC Steel truck cap $10,996.001 $2,500.00- DCU 2 DUMFORD:A.RK or eqz*alem"Deluxe Commercial Mit"alutin um caps offenedwith a broad selection of oar and window options sfoivgv coopowdons,rack choices,and Optional equipmenefor any warkiiie application .835 aluminum exterior skin Full length side doors Welded alumimonframe Folding T- les with BOLT One-Ke)technology 3 Year Merrano- Base it tOpdon 1]Double Rear Door Add$430[Option 21 Frant Window add$125[option 3]Tool Bores add$500 Set[Option 4]Center Divider add$150 inpotion 5]Ladder Awk add $495 2 CSHR Cab shield headache rack(protects back of cab) $796.00' $625. 2 CS 2 DUVALFORD.Solid Steel Btdkhvd upith Mesh Mailaw..For l4bti add$2212 PR-EMB I Pipe rack w/expanded metal basket over cab(ibr pickup bed) $1,796.00 1 $1'gS5.002� PRPU 2 DUVALITORD.Custom optionsaiarlabic 2 Pipe rack w/expended metal basket over cab(for utility body) NA NW DuvALFoRD.- 2 SL-R Single ladder rack side mounted( ecify street or curbside) $1,296.00' $995.00 2 SLR 2 DUPALFORD:Cwtom options available sl 1531 Front license bracket NC I NC 2 153 2 DMALFORD:Front License Plate Bracket istandurd fit states where required by law�op.to all others; 2 85H I Backup alarm,fiwtory installed $124.00' $274.002. 76R 2 MALFORD.Reverse Sensinl4stem(req.53B Class XTrafiler ffirch.SM Daller Tow PAS. or 53C Max Duller T ®P .) BA-D Backup alarm,dealer installed 179.00' $145.0()2 BUA 2 DUVALFORD:WHELEN backqp alarm recessed and wi#vd with automotive hear tale rm wire and loom Inclinks exclushy limited lifethue warranty.2 2TONE 2 Optional equipment-specify NA $1,550.002 DUVALFORD.2TONEpaintfar top ofd e top of cab and—f 2 Page 1015 of 1324 VEHICLE: F-150 XL(FIQ(ALTERNATE DEALERS) DEALER: Bozard Ford Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: Western Northern central Southern BASE PRICE. $19,890.00 $19,947-00 $19,915.00 $19,925.00 SafeT 2 Optional equipment-specify NA $525.0021, DUVALF'ORD.-First Aid Fire Extinguisher and DOT LED rechargeable warfift Ughts, USE $525.3 Brak Light Sofety Pulse aWks 3rd Brake LightmePo4ppca"off V broke Il to increase driver awareness aft miken stoppbW$229 V ds' n li I 3K 2 Optional equipment-specify NA $395.002 DUVAd.Also as labia:SHOP MANUAL air dkjc 2 TFbIP TAG Trary tag $16.00 1 $10&002� TEMP 2 DUVALFORD:l administrative cost&assoeiawd with thefifing,owufer acquisida,&and installation ofappro"le registration&Plate per option description all by section 3.23 yelms and Comhdow 2 TRANSFER Transfer existing registration(must provide tag number) $100.001 $185.00 TX 2 DMARD:hicludej adimiush-adve cons associated with thefifing,tranVer,acquisition,and installation of eppropriate regismWom&Plate per option description allowed by section 3.23 Tenn and Condinam.[ALTD]Per term rout conditions sectfor;3.22 ltd SPECTIONAIV D ACCEPTANCE an Alternative Delivery Desdrufflom c vehicle of$487 irill he qWfied - to alipurchase m*rs where hupecdon and accePtance occurs awayfivri;the end wer's registered address within the state qfFk;1dm For destinations where Intpection,and areeptoxv are locared autside the Sunshim Mate contact dealer Me cast derivation isfaimukd using computwronahintensive statistical anab sis utifizin data to such as cot cfwpfal interest cany an had debt,doliveiy ivulance with ode location.tents ry damage,andfluctuatingfmi NST Now state tag(specify state,county,city,sheriff,etc.) sig5.00, $230.002 TAG 2 DOWLFORD litcludes adatinistradw costs associated with the la irm4fgr acquisium and histallation ofoppropriate registration&Plate per option downpdon allowed by section 3.23 Tcjwu and C=61jon,2 GMP 61100 Maintenance Plan-specify $2,400.00' $1,960.002 MPP575 2 Gas Premium Maint.Plan 6year:1100,000 mi.5000 mi 1i 20 SVC visits$0 Deductible. wars Contact Dealerfar avallable milesl3 /interval&synthetic oil options I "13ZJ1WLF0RU'5 Year 75.000 mile Premium Afirbilenance Plan.15 service v1drs at 5000 mile intervalsfiqr vehicles with Gas Engine.zero deductible.ADD$300 FOR Policc Emergency and ,Rre Use 2 NUP675 2 Maintenance Plan-specify NA $1,905.0021 "DUVALFORD:6 Year 75,Q mile Premium Maintemance Plan.IS service visits at 5000 mile imerk,alsvehicles irith Gas Engine,®a deductible.ADD$300 FOR Police,Emerpno-and Fire Unf-2 MPP610 2 Maintenance Plan-specify NA $2,400.002 "DUMFORD.6 Year 100.090 mile Preadum Akintenance Plan.20urrice visite otSDOO mile indervahrfqr vehicles with Gas Engine,--cro deductible.ADD 8500 FOR Police,Emergency and Fire Use 2 6/1 00-P Warranty-specify $1,900.001 $1,605.002 2 CB575 61varlIO0.000 mile FardPower in Care Warranty$ODeductible DUVALFORD.5 Yr 75.000 mile® duhredble BASECmvpJan.5 Yr 100,000 mile zero deductible use$2130.Complete c° le availableipwrequest.PrIdesquatedper FontWCo Florida Retail ESP August Is,2018 pricing Guide 2 6/100-B Warranty-specify $2,290.00 $1,945.002 CE575 2 6)var1100.000 mile Fan Care Warrano,$0 Deductible I DUVALFORD.-5 Yr 75,000 mile--ero deductible EXTRACareplan.5 Yr 100,000 mile zero deductible we$2360.Car oeta pricing schedule available Won request.Prices quoudper FordMoCo Florida Retail ESP August lit 2018 Pricing Guide 2 Page 1016 of 1324 VEHICLE: F-150 XL(FIC)(ALTERNATE DEALERS) DEALER: BozEtrd Ford Duval Ford LLC Duval IF LLC Duval Ford LLC ZONE: westem Northam Central Southem BASE PRICE: $19,890.00 $19,847.00 $19,915.00 $19,925.00 6/1 - RwMMty-specify $2,745.00' $2,535.00' CP575 2 dyearl 100.000 mile Ford Extra Care Warranty$0 Deductible I DUVALFORD:5 Yr 75.000 mile--ew deductible PREMUNCare plan.5 Yr 100.000 mile®e deductible use$3595.Camplei pricing schedule avallable upon request.Prices quatedper FordMoCa Flarlda Retail ESP A ugus?lit 2018 pricing Guide 2 Page 1017 of 1324 PUBLIC WORKS DEPARTMENT REQUEST FOR PURCHASE ORDER 11/02/2018 cc .: 1 501-2515-591.64-31 : Justification: s ci c Rettiesmv By: ill t m v - «<m« Department r le A.0 that1, Fled Replacing: 854 g t l Division Approval: RF I cap, OntlaN Division Charl-ed Replacement : Fire & 855 Duval Address: Fed JID N: its: :7] #.- 387-6816 904-381-6599 .. QTY PRICE UNIT DESCRIPTION ITEM 0 COLOR SIZE TOTAL 16,982.00 o i .19 W11iteul $33,964.00 $669.00 Each Optionsper quote Per q $1,338.00 1,2) Oxford Price Quote Vendor Name s; ouo Page 1018 of 1324 I-CZTr OF BOrZPIW BRACK "mm LL DARTY ToMuft ffi 15 4'Asmot Avv aiw,Fl,J-12 W PIPAI&Mh1d. 101siblieftlOffhe wbft midwilisr unkm mpmffod an pwabom ardor .......... TRIM PACKAGE POWER WINDOWS/DOOR LOCKS r3ArR UP CAMERA 11 REMOTE KEYLESS ENTRY y "'EXTERIOR: OXFORD WHITE L-3 g INTERIOR: CLOTH 942 DAYTIME RUNNING LIGHTS s ".Do CITY TAG THIRD KEY NTH FOR PLEASE CLEARLY NOTATE ON YOUR PURCHASE ORDER WHERE DUVAL FORD Is To VENDOR SHIP YOUR VEHICLE.HOW THE VEHICLE 15 TO BE TITLED.AND WHERE THE INVOICE COMMENTS 16 TO BE MAILED. q7- Frinteds 11/2/IB BOYMM 3=0 If Page 1019 of 1324 PUBLIC WORKS DEPARTMENT QUEST FOR PURCHASE ORDER Date: 11/02/2018 Account No.: 501-2515-591.64-31 P.O.#: Justificatiow. I FSA Contract's pecification#Q� Req ested By: Bill Darty Department He...._ Approval: Circle All that A4 Division Head/Sup or Approval: Fled Replacing: Five Division Char ePolice placement ther: admin sedans Vendor: Duval Ford No. Contact Person: Laura Torbeft Address: Fed ED --- ---- City: Stat=e: Fax#: 904-387-6816 Phone: 904-381-6599 emall Laura'Torbett@duvalfleet.com QTY PRICE UNIT DESCRIPTION ITEM# COLOR SIZE TOTAL 5 $84,910.00$16,982.00 Each Ford Fusion S 19 5 $669.00 1 Each Opti.ons, j)er quote I Per quote $3,345.00 (2) Oxford white (2) A�,Ae Black (1) Silver Price note vendor Name TOTALj $83,255-00 Page 1020 of 1324 a f"'`-nf1 SJ,$SSira.11_'i»4 4,a4' c e(j4i ,e,,,G - �� . fftr, {{{{{ ,, }(ice;, ^ " F r ;.DATE-.-- c11 -- ITY DF Duval F&WRestgnibs UL LAM T rt € .` 1 7- 16 ( 7 96 �r 1698 Onewt Am Jam.FL SWO ParNmAssamiallm�, r.�gprre+.es,ynrrr�esre.ra u�.gplpo�rRnel��4�+0� �+��Y f►,.Frond. AnoolaMarr afftodlwa F&DCII+rNY' Auftnoff 0w*malAVA18-V&M0Mfimft/ FRArs�s 6 f MUM 610"c4mriva; 16.1.082.013 TRIM PACKAGE f POWER WINDOWS1 DOOR LOOKS 03ACK UP CAMERA REMOTE KEYLESS ENTRY � EXTERIOR: OXFORD WHITE( um AGATE BLACK(2) E INGOT SILVER(f) —_—• . oL INTERIOR: CLOTH DAYTIME RUNNING LIGHTS 44.00 ; w80.00 C TAG ...._ 2 . �t —ITHID KEY NTH FOB V LEASE CLEARLY NOTATE ON YOUR PURCHASE ORDER WHERE DUVAL FORD IS TO COMMI Y I I I TIT T I V I E S IS TO BE MAILED. e�1 c�� Page 1021 of 1324 a CMUNTIES FLORIDA SHERIFFS ASSOCIATION & FLORIODA ASSOCIATION OF COUNTIES MID-SME 4-DOOR ADMMSTRATIVE VEHICLES 2019 Ford Fusion S FWD (POG) The Ford Fusion 5 MD(M)purchased tbrouo 's contract oomw wi&all tha standard equipmentspecified modelmanulbalurw for this ( )requiremacits whichi specificationcontracts vehicle bus pries as awarded by . ZONE: Western Northam Contra] Southern BASE MCE: $16,789.00 $16,847.00 $16,87. I While die Florida Sherifft Aosooiation and Floridat ftems most ohm requested by participating agancia fbr 1lsin ' 1 very fixon agency to qMcy.In an offat to Incorporate .i specific allow Me purchaser to tallor the vehicleit particular wants or needs. The lbllmft equipment delets and add options and their related cost are providedi cost of the type ` r .Simply deduct the cost of any of tha following quipment items wish dolotedit cost and/or add the cost of any equipment approximate cost of the lype vehicle(m) . NOTE:An official U 1 add/dolete options and Their prices should be obtained fimn the appropriate dealer In your zone whim preparing your order.Additional add/dalete opts other than thow listed 1 l ,those listed s in your zona at the stated prices. r Page 1022 of 1324 14 FLORIEDA SHERIFFS ASSOCIATION & FLOREDA ASSOCIATION OF COUNTIES Name of lualeremp TM of Vshwe Zone Ban Unit price •^t __ ------ f� OWL= ChemistGarber c. 2019 Chevrolet Malibu (1 , ALT-CDWn Chevrolet 2019 Chavrold Malibu (1 $16.681.00 ChevroletCiarbar ,Inc. 20191 1 (1 S16,443A CadillacALT-Alan Jay Chevrolet Buick QMC 1 1 (t $16,564.00 ChemistGarber ,Ina. 2019 Chevrolet Malibu LS(1 ) *C40" $16,543A ALT-Alm Say Cbsvwlet Buick GMC Calillac 2019i (1 $16,564.00 Auto Nation Chemist Parnbroke Pines 2019 Chevrolet 't (1 $16,517.00 Chevroletick GMC,Inc. 2019 ChavroUt Malibu1, (1 1 , 3. Duval Ford LLC 1 $16.789.00 ALT-Coggin Auto(Ford) 2019 Ford Mon } $17,111.00 Duval Ford ILC 2019 Ford Fusion1 , 7. ALT-Garber Ford Inc 2019 Ford Fusion S FWD(POO) Northern $16,984.00 Duval Ford LLC t } $16.997.00 ALT-Pragge Ford 2019 Ford Fusion S FWD(POO) CenbW $16,988.00 Duval Ford LLC 2019 , ALT-Prestige Ford 1 ) $17,125.00 Duval Ford LLC 2019 $17,951-00 ALT-Coggin Auto(Ford) 1 $18,012.00 Duval Ford LLC 1 ) $17,950.00 ALT-Gerber Ford Inc 2019 Ford Fusion SE FWD Nolthern S17.996.00 Pmlip Ford 2019 Ford Fusion SE FWD Control S17.991.00 ALT-Coggin Auto(Ford) 1 $19,012.00 Duval Ford LLC 1 $18,102.00 ALT-Garlm Ford Inc 1 $18,146.00 Terry Taylor Ddmd Nissan 2019 Nissan . (1311 ) $19.937.00 ALT-Coggin Nissan 1 .S S( 11 ) wastern S18.989-00 Coggin1 . (111 ) $18,924.00 Page 1023 of 1324 r ALT-Terry Taylor DeLand brissan 2019 ( 1 ) $18,865,00 Teny Taylor 1 (1311 9) Central $18.145.00 ALT-Coggin Nissan 2019 Ninon Altims .3 S(1 11 ) SIB,868.00 Terry Taylor Ddmd Nissan 2019 Nissan Altima.2.5 S( 1 ) SWAGM S11,286.00 ALT-Weston Nissan 2019 Ninon Altima 2.5 S(1 1 ) 1 Coggin TO" 2019 Toyota Commy LE(2S32) Westmu $21,445.00 ALT-Alan Jay Toyota 2019 ( $21,934.00 T $21,059-00 ALT-Alan r ( ) $21,834.00 Cowin } control $21,208-00 ALT-Alan Jay Toyoto 2019 To"Can"LE 3 ) $21,734.00 Coggin Toyota 2019 Toyota Canu LE ) 1, ALT-Alan Jaw D ) $21.834.00 Page 1024 of 1324 4 a . 4H .. FLORIDA SHERIFFS ASSOCIATION & FLOREDA ASSOCIATION OF COUNTIES MID-SIZE 4-DOOR ADMMSTRATIVE N/E111CLES SPECIFICATION#19 2019 Chevrolet Malibu ( ) 2019 Ford Fusion ) 2019 Ford Fusion 2019 i s (1311 9) 1 53 Listed above are the model numbers and trim level of the t represented for this specification. Zach vehicle wIll be manufactured with all the standard fleet equipmont an specified by the manufacturer. 1.ESA BASE VEHIM Air conditioniq b.Back-up camers per federal standards &Factory power door loob and windows Full-sized. ®if available a.Kayless entry E 2-progrzarimed krys and fobs Page 1025 of 1324 0 VEMCLE. Fusion S FWD(POG) DEALER: Duval Ford LLC Duval Ford LLC Duval Ford LIC Duval Ford LLC ZONE: Wastern Nordwn Central Southern BASE PRICE., $16,789.00 $16,947.00 $16,997-00 $16.982.00 Ordw Code Delde Options All Zones cruise control NA DUVALMAD, on-star NA DUVALFM, Satellite radio NAI LWALFORD, Order Code Add Options All Zones I Engine upgrade specify XA . DUVALFVJW. I ® i CN13 model-speciff DUVALMAD, I Bifuel model-specify NA' ® DUVALFORD. I CNG conversion(discuss with dealor) NA DUFALFORD, I 'LPG conversion(discuss with deaW) NA' IDUVALFOW, I 'AM&M radio with single CD NA' DUVALMRD. I AWD NAI DUVALFORD.- I Bucket seW Std] DUVALMAD, Power mesa XA1 DrJVALFM; Sad trim upgmde-specify NAI DUVALFORD, I Side air patection DUVALMR0,acpWwofive Wal RS Rainabields-flange style $175.00 DUVALMD, I Split folding rear mat SO DMALFURD; I 62D I Vehicle upgrade package-specify $1,289.00' DUVALFORD Ford CMffMWAh SYNC*3 bw1WU AdfiFdvf CJWM OWUM/Whk AV OdGly V6jNAavejgd zbWju&mNa*a*n*w,,m wilk&wa"nv&and rnmi LkW lidkdw —(2)t2-ZWw CanYW(DEAZQ w1dr Uhdnsff&Hat and ACD"mW Raw Chude HoWsadAC VWdA SYNC@ 3 Ankmad Vbkv Rompfflm Comawdwdow and Emarwhmmi Svdm 8"LCD Capaefin 7bwhwmx ho Dow Ma*vM Swim &mw 4WLfnk oil A&dst Apph C&rP*MandAx*aidALV*MCWpa&Wfiy&aol-awaing LWP"-too(20 Page 1026 of 1324 VEMCLE. Fusion S FWD(POG) DEALEL Duval Ford LLC Duval Ford LLC Dun]Ford LIC Duval Ford LLC ZONE: Western Northern central Soutbem BASE PRICE: $16,729.00 $16,847.00 $14897.00 $16,9&2.00 W Vent viaors-stick-on style $175.00'1 DUVALFORA' I I MA7S Front and rear flow mate $140.001 DUVALFORARmOmaMwam*wmftFhrWmdwfgchkwcwwtSJOO Aluminum Wheals DUVALFORD, I Body side moldings DUFALFOW Mdw MOMM98 BMPColor wd Brfght Dwr-TPM MOMW 942 1 Daydrat running 11gla b,UVA1F=, 1531 Front license bracket NC . DUVALFORD.- I Full size spare tire and rim NAIj DUVALFOJW.aki jpw bahWed I Immobilize daytime running ligbts SO IDUVALFORD, 9 N21 Nitrogen filled tires including spew fire $225.00 DUVAEFORD;Awhwft dw air inymw 11M wWPVPff&MabOaft Ihm whh MV"M ftO"wYOw*w AY'M mwk an 75%(xww.nomflIcaW Door Edge Pin stripastdoor edge guard $245.00' !DUVALWVAD 3X optional equipment-specify $395.001 DUVALFORD.For 1aMWmdpwVwmd1wYwArmGfe. MISC OPT C' lonal equipment-spacify $625.00" D9,UMXO.I)Oy dpHaM I*gW awdwdwr&d per kww1gr M$4M SAFETFDxM Rm&ftuWW-wdDOT LKD:whwWbk wwnft&pW ws$525.Forrmm smsftW=SM For kaa sp darw un$130 APPEARANCE Optiond"Pipment-apseit - $350.00 DUVALMRD,Ban dwdpwkg&For Ruby Mpodw we 094.For2gmpaiw dows ady am 11100.For WaWS200. FwAVkM ftd do WiMiNAWWWVP M$30.BrLim Aw no Now suft tag(spedfy stoft,county,city,shariff,c1c.) $230.001 DUVALFORD.-hwhd=admhW&adm uom anadmd w1*dwfibo VPAOn dwquWrk%mWkwwAman qf4FftVYftw I m8twjWm&pkwjmr Wim&wy*Wan alAwddbywahm 3.23 row and C=Awaw 7xt isting registration(must provide tag number) $185.00' DUVALFORD hchda mhdvkMWm evin awdaud wA*deftft vwqrw arquaism wd hwdWw vfwrqwMAr [ALTDJP@rWwmdmsdMw nWen 3.22BWEC77MAND ACCEPTANCZ-ev Amodw Dd1YMD&ukw1m dwppr wNde qf$487 WN& At stam 41flbrkb.For dcaymajou wh&e kVffcMw wd Ow#pjww gm kwta es*kk dw Smmhhw SAw emsm dwkr 7M ON dolvalm kfawded W11W Cw%%fMM*hwoul"SWIS*d MMOV6 Huff-ft daft ft-*mob q Ow IVGW&d kd~awry an bdd&bj,dWtmy vw*mw wr&oughk I=Wm orifty dmKV mdfl&wwftjhv1 caft $108.001 TEMP Temporary US DUVALFVXD.-Wwks aAmARbroft wM awdaUd with OwAft VMOP.w9aillUxt Ard MffWkdw 0MVnIRIM mgh&Wm&Pkurpw apdan dajff*wm M%wed by mdm 3.23 1Ww amd Cbaftm Page 1027 of 1324 VEMCLE: Fulon.S FWD(POO) BLALER, Duval Ford LLC Duval Fad LLC Duval FaW LLC Duval Ford LLC ZONE: Western. Northam Conan! Southern BASEMCE: $16,799.00 $16,947.00 $16,897.00 $16,992.00 NW575Maintenance Plan-specify Sl,860.00 NDUVALFORD:5 Year 75.M mde PrendwAddWoomw Plat 15 mvkf W8118 dtoa Mik himawirfor Lehi da with Go Enpt"zero dedwilMee SJO0 Swaggmy&4 anwbukm.paftr purauff wity-axwo Ford PoRce Ire'"Par) heP675Mainwance Flu-specify $1,905.00 BDUVALFORD.6 Year 7S,OW 009 Pr&nbm Mai"ANUM PIM 15 Hr*V T&W Of SM mild 1Hf9F"OeJOr wh&*8 Vfth GwftL,M=w&dwW&SEMCHARGE 1300 EmWnu Mm.ambdam poA-pwjWt&wu-=qpFwWP&ftv I I ReP610 Maintenance Plan-specify $2A00.00', ND UVALFORD:g yeff Igo,ggge Mik Prawita Maftwmm Pft 20 mWee Mgt of SAW 80k hHenwisfir whidw wMh Gn Em#w mv dMIL-Mbb SUACHAAGE SSW L-Wwy ffire,MISWOMCF.POCM Pumull WHIN-MW F07d PON" &W-Pod" 1$1,605.00" CM575 wanift®Spec* DUVALFORD-5 Yr 75,6M odle® dodmdbk BASWwvpAw.5 Yr 100,M odle mare dedWfible are 12130.C&VM* FwdWaCoMwL*ReWIMPAiVWla2Ol8PridgrG" I CES75 Waranty®s i 45.00' DUVALFORD:5 TP 75.900 mik zere deAwfibiff LYMCWV PION,S Yr JOAM folk wtv dxhwdble nu S25M CaOrkhr pddffg achaink.awiWe Opw requaw Adcox qwdedper FordMeCo FbYW Readimp A%wj Isf 2018 Prkft GWdr I CF575specify 1$2,535.00' DUFALFORD.,5 Yr 75.M mik-vm dadkeuble PREMUACampho.5 Yr 100.M odic--vru*dwdbk am 53595, rompkirpdcIng whatok amiable Won rqwst Pdm quotedper FW4MvC*FWA&fieftHIMP Aquff JA 2018 Pricing Page 1028 of 1324 PUBLIC WORKS DEPARTMENT REQUEST FOR PURCHASE ORDER Date: 1 11/02/2018 Account No.: 501-2515-591.64-31 P.O.#-. Justification: I FSA Contract z-7 Requested By: Bill Dom v Cimle AR that Apr--E De�pnrtment Head App), ad/Supervisor Approval: "2 Division He n).—Ou I---------- Fled Division Charg!d: k,eplacement Other: Fire Replacing: 7900 Vendor: Duval Ford No. Contact Person: Laura Torben Address: Fed 30D its: State: Fax#:-1 -387-6816 904 Phone: 904-381-6599 eman L aura.Torbcd@duvallied.com QTY PRICE UNIT DESCRIPTION rrEM# COLOR SIZE TOTAL 1 $18572.00Each Ford Escape S it $19,572.00 27 % e 1 $1156.00 Each 01�'AiOnS l')er,quote Per quote $1,156.00 —-– ------- Price Quote Vendor Name TOTAL $19mg an Page 1029 of 1324 ,CXTF OF BOrNTON BEACH F're jq 11,11 WE, g7 33,1177 �T gfcm: 1_1 V,y OF DOV4TVA�,BE A01 I Duv&1FwwR;s*tsAlm [Irvi BILL DARTY Lm"rarbeff (ftrk)KW48"144 1 (FaN)90"67-M6 (Cod)9"4w4m Lmm r60ametAm Jax FL$2210 owft PAamompubbhodby*oR&-Nm&%wMAMM2&WMW FMl&VmHdL0.(&wwfiMwMwW ffymhmw mWqLvWbm rignimift N*quabpbm CAW Vokkbuoffibe red wfift oxbrkr wh%m mpmdftd an pordow anfer S TRIM PACKAGE POWER WINDOWSI DOOR LOOKS BACK UP CAMeRA-FACTORY $ EXTERIOR: OXFORDVWHrTE INTERIOR. CHARCOAL BLACK CLOTH CARGO AREA COVER 184 OD HD RUBBER FLOOR MA-M124 00f, 92A PRIVACY GLA88274. 942, DAWIME RUNNING UGHTS 44.00 TAS CITY TAG 930.00 VENDOR PLEASE CLEARLY NOTATE ON YOUR PURCHASE ORDER WHER RD 18 TO COMMENTS SHIP YOUR VEHICLE,HOW THE VEHIQLE IS TO BE TITLED,AND WHERE THE INVOICE qP --------------- p sin tedl 2112il8 wwduvalftset.om BOYNTM MMI LT.xlsx Page 1030 of 1324 i iNl- F]-0Rr1nA & FLOREDA ASSOCIATION OF COUNTIES Name of Dealershipe zone Bose Unit Price Alan Jay Chevroletis it 2019 Chevrolet Equinox (1 ) Western $20,494.00 ALT-Garber Chavmlet BuickC,Inc. 2019 1Equinox (1 2 ) $20,778.00 Alan Jay Chevroleti itlac 2019 ChevroletEquinox L (1 ) Northam $20,244.00 ALT-Garber Chevrolet ,Inc. 2019 Chevroletu' (1 ) $20,578-00 Alan Jay Chevroletc Cadillac 2019 Chevrolet Equinox (M26) $20,244.00 ALT-Auto Nation Chevrolet 19 Chevrolet EquinoxL {1 } Centw $20,629.00 Alan Jay ChemletBuick GMC Cadillac2019 Chevroletx LS(1 2 ) Southern $20,3".00 ALT-Auto Nation ChevroletPembroke Pines 2019 Chevrolet EquinoxL (IM6) $20,429.00 AutoNation b es 2019 Dodge Jo ( ) $18,235.00 Back 1Buick C 2019 Dodge Journey SE FWD(J ) Western $18.570.00 AutoNation CDJR Pembroke Pines 2019 Dodge Journey (J ) $18,23;5.00 ALT-Garber Chrysler Truck, c. 2019 Dodge J (I ) Northern $19,439. AutoNation CDJR Pembroke Pines 2019 Dodge Jou (J ) $19,235.00 Beek Chmolet.Buick2019 Dodge J ( ) Central $18,499.00 AutoNation CDJR Pembroke Pines 2019Jou (J ) $19,299.00 Back 1 i C 2019 Dodge Journey SE FWD(7 ) Southern $18,570.00 Duval Ford LLC 2019 Ford EcoSport S FWD(PIR) Western $18,196.0 Ford 19 Ford EcoSport S 1 ) $18,200.00 Duval Ford LLC 20191 ) $17,996.00 ALT-Bozard Ford2019 Ford EcoSport1 ) $19,200.00 Duval LLC 2019 ] ) central $18,296. Ford 2019 Fa 1 ) Central $18,300.00 Duval Ford LLC 2019 Ford EcoSport 5 l ) $19,346.00 ALT-Hozard Ford19 Ford EcoSport1 ) Southern $18,400. Duval Ford LLC 2019 Ford Escape S FWD(UOF) western $19,420. ALT-Coggin Auto(Ford) 2019 Ford Escape ) $18,737.00 Bozard Ford 2019 F $19,292.00 Page 1031 of 1324 ALT-Garber Ford Inc 2019 Ford Escape S FWD(IJOF) Northam $18,660.00 Duval Ford LLC 2019 Ford Escape S FWD(UOF) central $19,572.00 ALT-prestige Ford 2019 Ford Escape S FWD(UOF) central $19,596.00 Duval Ford LLC 2019 Ford Escape S FWD(UOF) Southern $18,572.00 Prestip Ford 2019 Ford Escape S FWD(UOF) southern $18,725.00 EhrM Ford LLC 2019 Ford Escape SE FWD(UOG) western $22,599.00 Coggin Auto(Ford) 2019 Ford Escape SE FWD(UOG) western $22,652.00 Bozard Ford 2019 Ford Escape SE FWD(LJOG) Northam S22,110.00 ALT-Garber Ford Inc 2019 Ford Escape SE FWD(UOG) Northern $22,644.00 Prestige Ford 2019 Ford Escape SE FWD(UOG) central $22,490.00 ALT-Coggin AUtD(Ford) 2019 Ford Escape SE FWD(UOG) Central $22,652.00 Prestige Ford 2019 Ford Escape SE FWD(IJOG) Southern $22,620.00 Coggin Auto(Ford) 2019 Ford Escape SE FWD(UOG) Southern $22,752-00 Alan Jay Chevrolet Buick GMC Cadillac 2019 GMC Terrain SLE(TXL26) western $22,314.00 ALT-Garber Chevrolet Buick GMC,Inc. 2019 OMC Terrain SLE(TXL26) western $22,379.00 Alan Jay Chevrolet Buick GMC Cadillac 2019 GMC Twain SLE(TXL26) Northern $22,064.00 ALT-Garber Chevrolet Buick GMC,Inc. 2019 QMC Terrain SLE(TXI26) Northam $22,178-00 Alan Jay Chevrolet Buick GMC Cadillac 2019 GMC Twain SLE(TXL26) central $22,064.00 ALT-Garber Chevrolet Buick GMC,Inc. 2019 GMC Terrain SLE(TXL26) central $22,279.00 Alan Jay Chevrolet Buick GMC Cadillac 2019 GMC Terrain SLE(TXL26) Southern S22,164.00 ALT-Garber Chevrolet Buick GMC,Inc. 2019 GMC Terrain SLE(TXL26) Southern $22,378.00 AutoNsdon CDJR Pembroke Pines 2019 Jeep Compass Latitude(heTM74) western $20,246.00 ALT-Garber Chrysler Dodge Truck,Inc. 2019 Jeep Compass Latitude(hfil"M74) western $20,648.00 AutoNation CDJR Pembroke Pines. 2019 Jeep Compass Latitude(beTM74) Northern $20,246.00 ALT-Garber Chrysler Dodge Truck,Inc. 2019 Jeep Compass Latitude(hflvW4) Northam $20,448.00 AutoNstion CDJR Pembroke Pines 2019 Jeep Compass Latitude"IM74) Central S20,246.00 ALT-Garber Chrysler Dodge Track,Inc. 2019 Jeep Compass Latitude(A4PIM74) central $20,549.00 AutcNation CDJR Pembroke Pines 2019 Jeep Compass Latitude(WTM74) Southem $20,246-00 ALT-Garber Chrysler Dodge Truck Inc. 2019 Jeep Compass Latitude(NWW74) southern S20,648.00 Weston Nissan - 2019 Nissan Rogue S(22119) Western $19,471.00 ALT-Terry Taylor DeLand Nissan 2019 Nissan Rogue S(22119) western $19,573.00 Coggin Nissan 2019 Nissan Rogue S(22119) Northern $19,406.00 ALT-Weston Nissan 2019 Nissan Rogue S(2211 9) Northern $19,471.00 Coggin Nissan 2019 Nissan Rogue S(22119) Central $19,446.00 Weston Nissan 2019 Nissan Rogue S(22119) central $19,471.00 Weston Nissan 2019 Nissan Rogue S(22119) southern $19,346.00 ALT-Terry Taylor DaLand Nissan 2019 Nissan Rope S(2211 9) Southern $19,458.00 Page 1032 of 1324 Weston Nissan 2019 i a Sport S(27119) * $17,825-00 ALT-Terry Tayloris 1 is (27119) Western $17,992.00 Weston Nissan 1 i 711 ) *Northan $17,825.00 ALT-Terry Taylor DeLand Nissan2019 iss a Sport S(27119) $17,971.00 Weston Ninon 1Nissan a Sport S(2711 ) $17,92S.00 ALT-Alm Jay Nissan,Inc. 2019 Nissana 7119) $17,944.00 Weston 1Nissan a 7119) *Southern $17,700.00 ALT-Alan Jay Ninon, 2019 Nissant 711 $17,944.00 CogginToyota 20194 LE( ) Western $22,990.00 Alan Jay Toyota2019 Toyota RM LE(443 ) Western $23,614.00 Coggin 2019 ( ) Northern $22,699.00 ALT-Alan Jay Toyota 2019o 4 LE( 30) Northern $23,564.00 CogginToyota 2019 ( 30) $22,785.00 ALT-Alan Jay Toyota 2019 ( 0) 23,414.0 Coggin Toyota 2019 Toyota Rzv4 (4430) Southern $22,980.00 ALT-Alan Jay Toyota 2019 Toyota Rffv4 LE("30) Southern $23,514.00 Page 1033 of 1324 F [ R77, 4r,,,)I i F,F t CIO TIES' FLORIDA SHERIOPTS ASSOCIATION & FLORIEDA ASSOCIATION OF COUNTIES SMALL SIZE 4-DOOR UTILITY VEHICLES - 4X2 SPECIFICATION 7 2019 Ford Escape The Ford Escape )purchased through thisall the standard equipmentspecified e manufacturer fbr is modelvehicle specification(s)requirements which am included a part of this co cle base price as awarded by specificatione. western Northern Central Southern BASE PRICE: $19,420.00 1 1 , $19,572.00 While e Florida Sherifft Association and FloridaAssociation of Counties have attempted to i include thoseequipment items most often requestedparticipating cis for full sin vehicles,we realizei needs and preferences vary fiern agency to agency.In an effixt to incorporate flexibility specific el s which allowa purchasa to tailorthe vehicle to their particularr needs. The following i t delete and add options and their related cost are provided hem to assistyou in approximating the total cost of the type vehicle(s)you wish to order through this program.Simplyf any of the following equipment items you deletedwish it cost or add the cost of any equipment items you wish added to the base unit cost to determine the approximate cost of the type veWcle(s)you wish to order. NOTE:An official listing of all 'ons and their prices should be obtained flon the appropriate dealer in your zone when preparingitional add/delete optionslisted a a available through listed ham must be honoredin yourat the stated prices. Page 1034 of 1324 VEMCLE: Escape S FWD(IJOF) DEALER: Duval Ford LLC Hozard Ford Duval Ford LLC Duval Ford LLC ZONE: western Northern Central soudom BASE PRICE: $18,420.00 $18,292.00 $18,572.00 $18,572.00 Western &Central Order Code Delete Options &Southern Northern Cruise androl NAI NA DUVALFOW.- I I On-Star NA' NA DUVALFORD; I Satellite radio NA NA : DUVALFORD, I I I 111tsteering wheal NA NA DUVALFURD, I Western &Central Order Code Add Options &Southern Northern ) Battery,650-cca or greater NANA DUVALFORD. I Bi-fuel.model-specify NAI NA DUVALFURD, I I CNO model-spe6ify NA NA DUVALFORD. CNQ conversion(discuss with dealer) NA' NA DUVALFOAD. Engine upgrade-spec* NA' NA DUVALFOM,- Factory external engine oil cooler NAI NA DUVALFORD; I LPG conversion(discos with dolor) WAI NA DUV ALFORD; I Limited slip differential NAI NA DUVALFORD,- I AM/FM radio with single CD NA sw DUVALFORD; I 9511, calso am cover $134.00' = 134.001 851" 2 DUVALFORD.Farvargo mocade 30Qwe$80 ForMne CwVA*magmvx16wfew1wfth 11OV1158W ACP awerOulki(mpbces the rewcodercanwie Powerpdwpa4.Part AI AwfiRackSide Rkdh 62S am 5394 NS 5"round dome lamp between sunvisors $146-00 j 5196.00"i 5" -DL 2 DUVAUVORD; I R Mmufacuoves model upgrade pacitage(specify pkg.bid) NA NA DUVALFOM; 50C Heavy duty rubber floor man $124.00' $124.00 5k, 1 DUVALFORD;For Wea*or Tech hwr cut w$365 Page 1035 of 1324 VEHICLE. Escape S FWD(UOF) DEALER- Duval Ford LLC Bozard Ford Duval Ford LLC Duval Ford LLC ZONE, Western Northern I PRICE:BASE $19,420.00 $18,292.001 ,57 . $19,572.00 924Privacy glass,factory installed ll i 74.00' $274.002 ; ' L° 95 wi a S3 f ° CI 1 t Still ho D Row window washerMper with intermittent ' I TD ; 1 1 ; Side protections ' (may availability) Std activated, installed 1 2i 2 DUVALFORD,Prodixt SPecolonama 77m AwOWto will nen aidwsatkafty every Awe the Ychwit jhp lew is pl=d he do ffporpoemozz. ihaU so nwbv a to sbm gtdck dq wtwu we cammom in pahee p medwea.7ltta teehnotogy eMhaxcea 1009&rtec{ge.!frith the i Aait- a lever want move out of thrOpar*"postam M nwror ofopoWvekick with t will be cqwMt qlsuvft. kvzrwm7 11 be deactivatedby mums ofa no emily dient#Wle cown hhW#tjhwri h 3 ekvvW wires to 2 1 l �rtinm nina n Iigh .001 s .002 Z 2 1531 Front license 153 2 ® 1 Fog lamps 1 , NA sp ® t I f hmnobiliw daytime running lights Std NA ' DWitLFt7Rl?; l i 12 Nitrogenfilleds including s ti 5.0 .1 I �; NFT the air in jwmr mms, 11 can ftwv= yow Um 10 by as mwh as 50K inemn yourfurl h ar 10 it chmm efw everiemog c ' 75 ( .mi 11. I RS 1 Rainshields-flange style $175.00 $175.002 2 ALMRD. 1 I Running D A I s NA NA hooksTow 1 NA D A ; 1 I Outsideti 1i 1 NA W 1 'Vent visors-stick-on stick-onstyle 175 1 i $175.002' -ST 2 DUVALFORD, 1 3K.1 I Optional equipment-specify or I wi $350.001 '1 NA MTSC OPT 1 Optional equipment-specify $695.001 j NA DUVAUMD. t waversal $400 ExthWWAff and WFLED mharpablu warwing $525.Far Back ap a 130.Ford OEM 6 44. dl Owsbar,— 7 6]X$144 Wh&dwith IM HDTOW L-atiy duty&actor tow package with 2"ball and bar nae$723.1 Page 1036 of 1324 VEHICLE: Escape DEALER: Duval Ford LLC Bozard Ford Duval Ford LLC Duval Ford LLC PRICE.ZONE: Western Northern caltral Southem BASE $18,420.00 $18.292.001 , $19,572.00 APPEARANCE optional' equipment-specify $350.00' NA DUFALFORD,BdodecalpackW For 2kinepaing do=only mn 91200 PaW code RR um$394. 0. 1 $103.001 $16.00 2 TEMP Temporary tag TEMP TAG 2e a t tar oplon drocrolonallowed by section 3.23 Tenns and C&nddow 1 TX Transfer' existing ) $195.00' $100.001 2 imlAffiffadm TRANSFER Plateper Wdon deserWan allowedc 3.23 Terms ad Condidons [ALTD)Per wms knd eomii9kne secam 3.22 LOPECTION AND ACCEPTACCEPrANCE.an A r 87 will be agdW to allpirvhmex where ihWft-dw and is registered address w1dWW dw swo qfFlorida.For Aralbiodons where Impecdon ad accepoice are keaudouakkt&akr 7M cost derivationI kfasm&duskgoompoathwallyintensive Milificalanabivis wiluftdato bran nwhasefm imerat cany w W ekk deRvery varfunce with l coxa.� TAG New state tR9(specify .eitY.sheriff,etc.) $230.00' $185.002 1DEIVALFORD bwhdri adwhviffrativewith t f fi , and t cfqpvpiW : P r all t 3.23 d Candkions1 1 PUBLIC WORKS DEPARTMENT QUEST FOR PURCHASE ORDER Dat a: 11/02/2018 c .: 501-2515-591.64-31 P.O.M Justiffeadon: Conftd specification 9 Ret ested W: Bill Dartv a tm ,ru 1tead d rovalm --CircleAll that Apply Division Head/Su ervisor A roval: RF Ca k.Ou& Fleet Replacing: Division Charged: 1 t r: o ' 'els 'cle Vendor: Duval Ford No. Contact Person: Laura Torbett Address: Fed ED#: it ___Jte: -387-6816 _ Phone: 904-381-6599 emailLaura.Torbett@duvalfiect.com COLOR 1 $28, 0-00Each Ford Explorer XLT 29 Silver $28,090.00 1 $4,076.00 Each _L)Etions ier cLuote Per quote ,076. - I ce Onote Vendor Name TOTAL 2.166.00 Page 1038 of 1324 CXTY DATE: � INLL CARTY Laura Torbatt z .'N��1 T�.�96 (Wiul�f)Bp4�3B&27+I4 Ammumm $T m WNRL 1616 A 1G I tppn*&ymr&dwmt amd we appwbm&toquaft Maw wo pubfthed hr to Mbff*XwM MmakfibW Fl nWm A.wahuar of Gmlttes&MrW Oft t7 %N'Aw *ffm Auhnnatlw cwrarat/IFMI&UMMO dm&l# 45tg„ d SI�EC h iR !C r 4 ,� --- - xm TRIME I 2.81-VS ECO ST ENGINE r POWER WINDOWS!DOOR LOOKS BACKUPCAMERA -- . SYNC KEYLESS ENTRY L� EXTERIOR: INGOT SILKIER INTERIOR:ESONY CLOTH SEATING . __ j 0 DAYTIME RUNNING UGHT8 _.. t A DRIVER COE 7 0 1 C T .... o PLEASE CLEARLY NOTATE ON YOUR PURCHASE ORDER WHERE DUVAL FORD IS TO VENDOR � COE SHIP YOUR VEHICLE,HOW THE VEHICLEIS TO BE TITLED,AND WHERE THE INVOICE f JISTOSEMAILED. --- T,117,57-37', n' s�. ?t}ins �4fn.�f�t [ ! ` c. .^ rxintedi 1107/16 DDYNER DMI L .x1.®x Page 1039 of 1324 s FLORIDA SHERIFFS ASSOCIATION & FLORIDA ASSOCIATION OF COUNTIES prim Alan Ysy Chevrolet Buick GMC Cadillac 2019 Chevrolet Traverse LS(IM56) western $24,694.00 ALT-Garber Chevrolet Buick GMq Inc. I (I ) Western $24,778.00 Alan Jay Chevrolet Buick GMC Cadillac 2019 (IM356) $24,494.00 ALT.Garber Cbemlat B"GMC,lum t (INB56) Northern $24,571.00 Alm Jay Chevrolet Buick GMC QWMu 1 1S7A,494.00 ALT-Chuter Chevrolet Buick GMC,Joe, 2019 Chawold Traverso IS(INB56) Central $24,678.00 Alan Jay Chevrolet Buick GMC Cadillac L (1 ALT-Auto Nation CImmM Ponbroks Pines I (I ) $2A,532.00 Davie!Ford LLC 1 $24.380.00 1 $24,698.00 Duval Ford LLC 2019 Ford Explorer Hue FWD } Northern $24,380.00 2019 Ford Explorer , Daval Ford LLC 2019 Ford ENgwer Dam FWD ) Central $24,390.00 ALT-Coggin Auto(Ford) I ) Cenhw $24,698.00 Duval Ford LLC I } Southern $24,380.00 ALT-Coggin Auto(Ford) 1 ) Southern $24,798.00 Duval Ford LLC 2019 ALT-Coggin AuW Mord) 2019 Ford Explorer XLT FWD(K7D) western $28,507.00 Dtival Ford LLC 1 ALT-Coggin Aub(ForM I ) Northern $29,307.00 Duval Ford LLC 2019 Ford Expbxw XLT FWD ) $28,090.00 ALT-Prwdp Ford 1 ) $29,490.00 Duval Ford,LLC 2019 Ford Eqdorw XLT FWD(K7D) Southern $28,090.00 ALT-Coggin Auto ) $28,507.00 ChevroletAlan JaW i it } western $25,034,00 Cadillac2019 GMC Acadia SLE(TNE26) western —N33— Alan Jay Chavrold Buick GMC ( ) . Page 1040 of 1324 1 ) Alan Jay Chevrolet Buick GMC CaMW 1 ) Central SU.784.00 2019 GMC Acadia Cadillac 2019 QMC Acadia SLE MOM) Sombern —NB— AutoNslion } $23,994.00 ALT-Garba ChryalerDodge Truck,Inc. 2019 Jeep Grand Cherokee Lazedo ) , 298.00AsIoNation CDIR Pembroke Pines 2019 J ALT-Gabor Chrysler Dodge Truck,Inc, 2019 Jeep Grind Cberokee Laredo Nordiam $24,088.00 AntoNation CDJR Pembroke Pines 2019 J�qp Grand Cherokee Laredo c5affbal $23.949.00 ALT-Giabor Chrysler Dodge TrucJ6 Inc. 2019 Jeep Grand Cbezolme Lamdo Ctutral) $24,198.00 AutoNation MIR Pembroke Pines 1 ALT-Gerber Chrysler Dodge Track I= 2019 loop Grand Cheroku Laredo Southern $24,n8.00 1 TaylorALT-Terry 1 , ( 11 ) Western S23.662.00 Cowin Main 1 (251 19) *Northern $23.399-00 ALT-Tony Wor DoLand Nissan 2019 Nissan ( 1 ) Nordwa S23.578.00 Coggin Nissan s 11 ALT-Tony Taylor DeLand Now 2019 Munn Paddindar S(251 19) Central $23,525.00 Tony Taylor s (25119) *Soudm $23,535.00 2019 Nissan11 CollIsin TO" 2019 Toyota Highlander LE(6942) Western $28,568.00 ALT-Alan Jay Toyota 2019 (6M) $29,684.00 Coggin Toyota 2019 T"Highlender LE(6942) Naftm $28,369.00 ALT-Alan Jay Toyete 2019t ( ) $28,634.00 Cowin To" 2019 Toyota Highlander LE(6942) central $29,468.00 Alan . Coggin Toyota 2019 Toyota Highlander LE(6942) Soutim $28,550.00 ALT-Alan 7 $29,584.00 Page 1041 of 1324 u e E� A a FLORMA SHERIFFS ASSOCIATION & FLOREDA ASSOCIATION OF COUNTIES SPECMCATION #29 2019 Ford Explorer XLT FWD (K7D) The Fmd E*om XLT FWD(X7D)purchased through flus contract omes vA all,On sMn&W equipment m specified by the manufacturer Aw this model and IMM base which + i BASE PRIM ®090.00 $2$,090.00 SM1,090.00 While the Florida MmrM Association and Fkdb Association of Counties have attenipted to ident*and include dme equipment I size VEY from agency to agony.In an afrort to inecrimilat fladbility into our rwe have created specilic aMdelde allow the purcham to tailer do vehicle to their particular wads or no . The following apipammrunivimmunthis of the type )you wish to order thmmogh this propuzu.Simply deduct the coat of any ofthe h4lowing equipment itcam you wish deleted ftm the base unit cM andicir add the cost ofany Kpipment JtmnB you wish added to the ban unit appiudmate cost ofthe type vehlclg(s)you wish to order. NOM An l lieft of all m0delete option and their prices should be obtained fium the appropriate dealer in your Em when prqmng your order.Additional add/delete apdons odw dm*=lbftd here may be available fluough the demlo%however.time Heled here most be honored by&a dealers in your mm t ft stated prim. Page 1042 of 1324 VEMCLE: ) PRICE.MUM- Duval Ford LLC Duval Ford LLC Duval Foid LLC Duval Ford LLC BASS S28,M.00 Order Code Beideoptless; All Zoom buisecomw NA1 DUFWLFM on-Stu NA DUVALFW t i i 1 ® i tlooks t DSatellite mMo UVALFORD. NA' DUVALFOJW. 3 , DOrder Code Add Options All ZoomUFALKW, t DUVALFOM 7. P? a " 1 CNG Ian i, DUVALMAD. i Bi-Nd model-speoW NA ; ' (discussCNG couvairsion 1 QM.. i • ' DUVAL 52T' oil cooler ` i° 1 Bafty9 0-cm or grow NA DUVALF[M. I Limited sit . wential NA DWALFORD; 1 i r " po s i for=39 Ford i ®n 20 mfirates.or Ims; g . OCUOMW f " n Page 1043 of 1324 Explorer ) DEALER: Duval Fold LLC Duval Ford LLC Duval Ford LLC DwWFordLLC BASE PRICE: $28,090.00 sn090.00 $29,090.00 $28,M.00 I Fumy AmWk(UM C —AWA*—OilAmW—AMk CWPWMaNd.4W%MAWdWChWmdft- - r mm I- l-Clock whW@ mmd- commem up to I- I r 4 p Am o r AMMEM, rmqm*=281A 1 1 , 1 1 DUVALFOW1 Side 1' DUMALFUM 1 ,Macy g1ma 11 r 1 1 1 511 mund dome lamp between sumvism. 1 1 StillDUVAUFVJ DUVALFORD , I ; I 1 DVVALRM. 16N1Heavy%drubberfloormids 1 Per Weadw rMA imp LW aw sm 1 W Vent visors.1 "style $175.001 RS 1 1 DUVALA=, 96p, Running boards 1 1 MWALFORD.It waft Beam*®&Wk 1 IN $44.00 myj_ 1 Immabi9in�d 1e running lights SW ;d" Page 1044 of 1324 DEALEEU Duval Ford LLC Duval Fod LLC Duval Ford LLC Duval Pord LLC .18i'm PRICE: $22 090-00 ® i Fog IMP 1 R&q&*weWwr2O1acr2fi2awvdWWSmdM Towhooks 1° DUVALPOID : 1 1 includes HD elm Ill reccivw wilh 1 1 DUK ;AtCafts ISL MMT yd Awn MW 1Frost Home NC 531 1 1 ; 1 1Nikagan filed fima inclufflng spere tin SM.00 1 mud a 7 1 Iopdana equipment_ Specify $350.00'I MMC OPT 1 Optimal equipment-RW* 1 T S325 Fff URdAWAft MW SM FORD OEMOPMWhO21*kAW Aft 13 . 1e0w MA or 202A M 81019. 81200L For rWadd SM. APPEARANCE Optimal equipmest-spec* $350-00' t t T I ! Optional equipment miry 13*.229 00 1 s &WNMZWk ad t Ltmn hwWU gfin 0 WM=W7Wb and DmILOW x 173 • 1 3, 3 1 • $1151 r T DI Per 7 wdl be 1 Page 1045 of 1324 VEHICLE- Explkxw XLT FWD( ) PRICE.DIALZIL Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE: western Nordwn Central southern RAOX $28,M.00 $28® • p . $281 county, 090.00 NOW date tog(BPWW state. C111Y. $230AL . C 1 1 � 1, i k sr ®7, . R1 1 ' w spoew 1i 61' ' s . hm"ONOW MPP6101biwArtensam •00 1 1 S i ; aft-acWFwdP0Nw N1 t CB5751 Warranty® 1® 1 .s r s i E3 to 2018 Prkft Gd& 1 1 r$1,94S.001 .3 Yr i i i 1 1Wwnnv specify 1 DMALFORD.s -rs, 5 Yr)M=mfk=m dxAw9bk we$35M AMW lot 2018 PHdjW 1 Page 1046 of 1324 PUBLIC WORKS DEPARTMENT REQUEST FOR PURCHASE ORDER Date: 11/02/2018 �N501-2515-591.64-31 P.O.N: Justification: 'w ' y.- ill Darty Department_ ' . Circle AU dot Apph, Division - RF I Cap. Outlay Fleet Replacing: Division .)1 tPolice is Vendor: Duval Ford No. Contact : laura Torbett Address: : : 904-387-6816 — .Tor_ _ Laura 904-381-6599 QTY L 1 $28,090.00 o 1 Blue $28,090.00 1 1:.297.00 Each Opti i to Per quote $1,297.00 Price Quote Vendor Name TOTAIJ �S29-187,00 Page 1047 of 1324 CXTr OF "BOYNTON BEACH_ . rt r ✓ ,7v« :.C. Y[}s4 111111 .�i 5��}�� ,.'SS��f 5�5 -... t .��= ON H immawry Laura 7br6OLt (Wank)804-8882144 lFircJ e�se�-e9rs 4 1616 CmwatAva1G r 1 / FBitI&VI PHAR(woomfidw ll9r.aW Wyoulall�s�►Qw+bb�rn�ndl4gEM+9ewot�AawasM!IA�hlialmrrdlfbe an o�ndW: 77:7:7, 7fivS.,4S S,1$ �E� E� �• ��k xmom �TTRIM PACKAGE } . VS ECOBOOST ENGINE 8"00 ` POW ERWINDOWS/DOOR LOCKS _. OACK UP CAMERA riYNC KEYLESS ENTRY EXTERIOR:SLUE METALLIC s B INTERIOR.EBONY CLOTH SEATING _ 842 DAYTIME RUNNING LIGHTS _ 44.00 ' y �U CARGO AREA COVER 12900 +� ',airy TAG � ., L CLEARLY .._ T - --ASE ORDER WHERE L TO VENDOR IST{? CE i YOUR RRAILEa. VEHICLE, THE VEHICLEISTO BE TITLED, T INVOICE 77-777-7: "Cil - - cif,1�e i^ ..951, $! rte,`F.•`o" C; Sh if \S 4'J� c t. �( r i• �a�13 '7� �f��d�.N.>Y�Vwci£..)N�.+i.+}t)�1��k�U>)��.X51 ! '.\ ,•�� `3��1,��17}!!}�.i}}�1:}��.-�$�t�11��1 ��Il-{., = t.}. t� i��11�1St4�uU�� ..tGL��..� 1 ux�fr�t". �,-� kE r 'sS`\��n'i�7S SS��S�S, l.�.s� i s��<�J!7�..... .t'PSw. F � �� print a 11/2119 BOYErM WWI ZM.Zl@Z Page 1048 of 1324 ot r � a t'4' �' •v�1 " $`Q � �rs ry 4eRa � ANAb.1i wt8e & FLORIDA ASSOCIATION OF COUNTEES MID-SUE 4-DOOR UTELFrY VEHICLES- 4X2 SPECINCATION, R29 2019 Fotd e,r XL (K77D), I LN o no Fad Explow XLT FWD(K7D)purchased through this coataset oamn vdth all the standard.equipment u spedfied by the vehiclemonulkehm for this model and FWs base vehicle specification(s)requirements which am inchKW Pad made a part of this . ZONE: western Northern Central Southern BASE • $283 00 $29,090.00 f • $28y 090.00 While agenciesftema mast often requested by participaft ll size very JIM agency to agency.In an effxt to inconwaft ®l® l vehicle 7ho following equipment delete and add opdom, l cost of the type vehicle(s)you wish to order fimmo thisSimply wish delded ftom the bus unit cost and/or add the cost of X equipment Isms you wisb added to the base unit cost to determine the opprwdmata east of the type i . NOTE:An official listing of oil addidelete options and their prices should preparing o listed ,those listed your zone at the stated prices. Page 1049 of 1324 f CITY OF BOrNTON BEACH 7 ' �y S� r;:ry nF FJOYN ON BEACH � a l SLL t}a5�7 r �f W i1RL (Rork)90"M-2144 16140 O11 P 111' U r,Fpr ar t.yr m et&x ft q*we m*tD owls A*. &m p&ear r rwe+tw ft RbnVm Mm*ft AmwftftW FVA1&YEWaOI(wwmffAwMwW Jfyvuhm&Va mgw0Ve bqumftph mW WNW@wiWiw .�7„.n-. PECK O7. fr IIti' BASE TRIM PACKAGE NO 31.7E V6 ENGINE NO POWElt WINDOWSIC C f YZ EXTERIOR: OXFOROWHME - : z VF! INTERIOR:PEWTER VINYL $ LIMITED SLIP DIFFERENTIAL 824 7IaPaBACK UR CAMERA s IaOC CRUISE OU TILT WHEEL S24.00 ELIELIA BACK UP ALARM 120.00 . ME RUNNING LIGHTS 'Moo ?A, FIXED REAR GLASS ONLY 1 74.00 1"rAb NEW CITY TAG AND TITLE 50• 0 A EL EXTENDED LENGTH WHEEL EASE,WITH PABBENGER BIDE BUDIN13 DARGO DOOR(MODEL RSX) $ 2800.00 VENDORPLEASE Y T L F014D IS TO E I IVEHICLE I T I INVOICE COMMti• s res; tai} ,�s, }�}}}�}i�}gy� a1 't`( iS� � i1, S, t y,i' "r. �., 1 ��t '� �"11. 3 /1,1' I' ��{{��1s a r ti,' 4r �`g (p 1� 34��iuwww4 �i iS}.��}i�iS 11��1\ tUi9�@IMurult � },4�4 t� ...r��wt�3��`,v ._ }S�t��s��>, ��➢711��J1i':i3��S�irr�� .,.v`#.r��YlYv,nM ga��kE�e � ��P��ll1111s mk�< F.�� aG;t�e-4 t�%;i �r9.ar�de lOfeJ1�9 .d x S e k. BOW= 10=3 LT.zlm Page 1050 of 1324 e Explorer DEALER: Duval Ford LLC D"Ford LLC I Ford LLC Dave[Ford LLC ZONE, western Nodhern. central Southern BASE PRICE: S28.090.00 $28,090.00 $29,090.00 VA,090.00 Order Code Delete Opdom All Zones Cruise control NA DUMFURDr on-Mar NA DUVALFUNDf! ;Powerwindows NAt t DUVALFORD ; 1 1 Power door Imb NA ® ' t radioSatellite DUVALFORD, Tilt steering wheal NA DUVALFORA- Order Code Add Options AH Zom 1 ;Engine upgraile-specify $894.00 f 2.3L 7-9 Eb&&me@ Avlar PP 64wdA w 18' t t :Bi-fool I" W. 1 (discussCNG conversion ; i dealer) i conversionLPG ) NAi DUVALFOAD,- 52T' Factory external engine 'I cooler $569.00, 6' J ILn-VCT V6 650.4=or greater NAi t ,t ® ; t United I t DUVALFOPD. f _ S228.00 t wiff mm Go akunweelor is " B a a e a1ON Am now rwmftmdAWAmd-1Wqrm 1qymm,mqHbee*,&bkqfrAvft. no ekofted w@ t 1 activatedI'glits activated,phq-&-play fbr mont Ford $229.001 and CheW fled vehicles,dealer installedi DUVALFORD, B a B ,mwwhmv eqmPmmf(basomm k + #' + ®a 7W prommem prmw AW e 'ed"ThWUNkSmem. Page 1051 of 1324 VZIUCLK: Explorer XLT FWD(K7D) DEALM Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ferd LLC ZONZ: wwbn Nordmm Central southern BASE PRICE: $28,090.00 $28,090.00 S28,090.00 $28,090.00 jo,ftn' I 201A ManuSeturces model upgrade pachge(specify ft bid) 1$2.779.00' DMAWRA Drbor Comwect Ambp SYNM 3®Enhomad VaW AwqVWw C=mwWohWw and MworozlmmW 4woow-8"LCD CqmaWw nwebmwo ho COMP&ad whk NoW Cqmbft-Pkwh4NZb=apobft hxia*d wkv opippW vkh awdlabk 1r®kt,4c#vmd Twedxamm NarWw 4u Ow aVapWm it hwha kd in At MX Fa*wkV ,Fwfww Bmuft ffiM-AAWh&-911 AWx- CayM OW An"d AjWTM Cwqfwaft-&WO"6Cxwxft A6ddnmb EM PWO-No 0(mg(J)&nw*Chw3ft)AddwnW M Pon mp*wm At Front Cmw Moor CW� ,P&wwpdwPoV- l- WandmkAvokelo &hM*gw*am OMMMCP am mhWel-LorateporkedwAkki-Chekwhirle swol-WWO ko*w amumap ib 10 dwws2 Now Fard Mo1m@&jTMhW ftrAdsdfiwFkgt OMM FerdftwTM Cmmd wwMw nkno*j snWen Ar"O mdwtxdpwmrj Avdmw W'wwwj1w4W-=m or cuH 888-45"235.Dr1wr ooiftumUr 420 wky LCO d14Pkw M hu&wmw dwiff- No t%L Aw&-Dkwft&wWm Mbvw LED Fog LwWA LID ftmon Q&ft MW=&dmkw ftwor wdHemd Gkow M==W*Mft LED Tww ftnml Mwoom Aarf&AMmock Laqw and BfiL*MAW"MCbkr Cqm A130 (B1ftd4w1*tr=dw h)waWwO Crw&-Zhl&Akn Mqdwa j&nAvd&*rwWAW4w M"wxpwwo,Paw L*ook Srwm(7)*mku4 Anwom Simi&AMn DmW-&w Mwousk Awmwk rengwomw Com&W(DFAM 8,dW Powr PALwW SOM MwhAu Power L uwhr wd Aftowl Reckno ForAT 7k&%ofiW Feavw 0=0 Vbjw4dhvwd 7690-sawfin Naftfidw Spam WAN Pkm&m Joan CqwW&O y Sb*&W Trdk and 7hmi Unk Unhoad Go W Dow i Opondr nqubw 201A wM$934 Niou:.RrhwM n4k and 7hmi LMW ftwhi*j aftw(5)-yoff pvpad jubawoog For CWd Wmdkr I PA ok w w 0 Heabd Front So=HentEd S mft WW Fwwwd So m ft Spam cook 65 W a&SUP Mqubw 2OL4. 60T C*V area cover $129.00 AM/FM radio,with single CD NA Side air protection(may affed cage availability) Sid DUVALFOAA- I Privacy slaw,fiotary installed DUVALFORA'hwhAdim hm.aid 1116firfrM wk*m wAkfiwa 86V arjormow aw$385 Third raw wat Still DUVAMORD, I NS 15"round dome Ilamp between sunvisors $146.00' DUVALFMD,- Rear wfix1mv fefogga Sw DUFALFORD, Rear window washwAnpor vitt mtermMent feature Std' DUVALFORDy I 16N Heavy duty rubber flow mob $119.00 DWALFORD. For Waader 7W bw ag am SM W Vent visors-ffack-on style $175.00' DUVALFOM I RE Rainsbialds-I flange style $175.00' DUVALFORD. 961L Running boards $594.00' DUVALFOPQ Rwx&ZBwr&-ArA 9421 Dffytime running HAS DUVALMRD; Immobilize daytime running ligbts Std DUVALFORD.- r Page 1052 of 1324 VEHICLE: Explorer XLT FWD(K7D) DKALRR.- rkwal Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LJX ZONE.- WOOED Wordorn Olatral Southern BASK PRICE: $28,090.00 $28,090.00 $28,090.00 $29,090.00 1 Fog lanva NCI D ALFM Reawho dMwraft or 202a modd w=W UV li TOW hooks NA DUVALFORM I BDMW Heavy duty*wing;padaW,includa HD olm M receiver with 2"ball $725.001 DUFALMRD.ARL*=3.5L MFC7 Y6 MWin(W I 153 Front licanse bracbet NCI DUVALFORD, I I Oulzide tire ceder MA . DUVALFORD; I N2 1 ihWen filled dres including spare fire $225.001 DUMFORD.Apbcft rk a&fn3ww fim amdAr4wtp mkt*ft 9Wm vM MftW1 can 1=M=yaw dm 1$by at Mmh w XK*==yawAW somma as nuA at 10%wddmv=ywr dknm ejapedeadng a dnYbUm by a MWk a 75%(Mma,NWIECM) 1 3K Optional equipment ms . $350.00" DUVALFORD.Ar I adMhmdpmgrmxmdkmy wnh rawo. I MSC OPT I Optional equipment®s $695.00, DUIVALFOAD.ThW or Hai&kroqp Mnd mihmal.For kv~M$400 WET nauld Fim&fioWWs1wr aW DOT LED mdwgecbk wwwft 14*j Nw$523 For Undamft an$00 MAD OEM OPTRW 14�mbfc Reff SOW Beft&md Raw Owbaffd SWft Pm'&m to&M ow$144 46A Gw&oak SUM m 8294 For fto:RWI Crambm cG&SON um$139.For FWW S*nffdSawMTM PaAW wNh AdapUm Cron Caved&Foward CaNdw Wwwkg vffi Bnab&Rmn A wa RWkftm HoolaW L--Y,�Symn fthR*a LwwKeqft A-w LawKeViVAlen andDdw Akr&Ada-%&dv WINm fFr-1 Ono)-*6M mqxbw afthor 201A or 2924 m$1919 Per bw dkdpadW un$350 For 2ftwpaW do=vn�p on S12M.For rafmWS200. I APPEARANCE I Optional equipment-speci1 DUVALFQW.Am dwa�pwkRp[OpOw A]For hb-p&W d-n mibr sm 912M For r*Vadd 82M.For Undanwaft we SMA Forfardpami wMan amps*MW AfthiMe nobd Clwvm w*PJ Now:Not aWkWe WA Dual Ower P-hw 060 ar A*Ad Aftlaft 21nud Cloweaw cob AR wr S394 lopdm B]2020 Go EWw Alaki Ban Explav addfw Mwed f0flad cerveduchAr Wk b a-qww-.CMW1 MOM AWfiftrPWWdM vhmbw. autp bakm ow. 202A Optional equipment-specify 156,229.00' DUFALFORA bduda 201d CO%4"P-/-P UWY-SealvMUPW Mmadhowkwis AZT Tk*w&vFWwvBwdk Yb&v4cd=W NbudwmnNavowkw 14alan vA PhjAW-Zw.CapaMNly SiduM Zhok md DmW"*Ebftml Gam,"D"Op..,gA=A Nak: Sb*zxm rtqpc Md DWMI Unk*hwhda aftw(j)-yaw PPVPW suker"kni&WurYM zh&Md rrml LWW nrpkebxwavdAubkinAiukorHmm9l.7hefoWwkgqomffeauiiffbitkireguft2D2A;FdrDmd4Vm*mRw I SMfZWVHMWnMS)v9mMu& MW ffvafkbk wfth ML 1-4 ScaRvaiS ErWm with ftdkr Now Packv Ckwff" $19M.Wmw bwbl swu code 173 add$694Now-Not awdMe vM dw AUDemn CMwP=kW"� TElv(P Tomparazy tag $108.00, DUVALFORD.IwAxkj adamb&udw com assadad walt dwftbg&woew,avWaium wd hwdjamm qjqWnpUm M09MdM&Ph9cpar WOW dua"ax rJbWW by ndim 3.23 Tom and Comfto I TX I Tranda existing r4stration(must provide tag number) $185.00, DUVALMRD hwhdo n&nfidaWft go&wmdMd w#k dwfibg ftWff aMdAWem and W&Fadw qjqWW-1hte 1rvgLww&w&PWeprrqAwkm dexrodm alkwed by mwNan 3.23 YW=mad CamMom[ALT Dj Per ftnu wd wndam woMM322MVEMONANDACCEP7' Me AM PfRotft For deslLwdaw whow kupodm and awWuam ov Awared aea*dw Swuhim&m emawr ?W CM9&FftWiM ISAWWad uft m4noWenally hoodw joankai awbW Wfthq dam hpw jwh q ewe qrEqpad, *wm#t ewry on bad Aft Aftr"wr� vi d*uW*beadam unk*damp.=djkc#&a&gfW1 emiL I Page 1053 of 1324 VEMCLz'. Explorer XLT FWD(X7D) DRALSIL: Duval Ford LLC Duval Ford LLC Duval Ford LLC Duval Ford LLC ZONE. W@Bkm Nordom Central Sadhern 13��PRICE. $28,090.00 $29,090.00 $28,090.00 VkO90.00 TAG Now ffbft r =Jry-state,county,city,ahedix etc.) s $230.00' DUVALFOM- aAdWor&qm ems amadandweb Aeftbw,&=or.wqtdms%wd buw&wm tfq*nWm nWom�an&J'AwpwwdmdexnwmWbwedbymMm3.23 Term mdCwdMmm hePS75 Maintenance Plan ®specify $1,860.001 "DUVAU,-OM-3 Y&V 75,000 iWIS Prmkm A&iMnmftv PIM 15 MrObe Thft at SM ONO INOTd8for YehWn WN Gm B41ne mv dtdowithk SUACHAWK 8300 Emffpmy Mm anWhmm peftm pwmdt aft-dnvp Fwd Pdke hgffcgpw) - i hVP675 Nhintmunice Plan 1® , -specify $ 905.00 NDUVALFORD.6 Year 73,M ndle Pnwdum A&h9mmw Am 15 mrvies%laft 01500 Ab MMW&Jbr vmweks with Go ftbm mm dwWfibla SURCHAAM 0300 Akwpav#?m am&&mz.paftw pwmdf wd&-exvW Fwd Pd&v MPP6101 mewtumce Plan-specify $2,400.00' "DUVALFOAD:6 Yew 104000 mde PnLwhm AfabMmum PAw.20 jPWm vWOr at SON mik mMrwdsfbrvAW&r Wfib Gm&Sbm mm ddmdbk FJ a,8500 EmwWay tWrA owbdmwo pvkmp=L*=AV-aeW FdrdPoNgw CB575 Wmmly-,spa* -$1,605.00 1. DEWAMOAD.-5 Yr AM mik imm drdhod"BAMCbmfflm-5 Yr 10409 m1k mv dt&d1bk we$2130.Compim p*ftm%%A*&YdWhWmmjws1 CE575 wumty 1, -specify S945.00L DUVALFOAD.5 Irr 75.000 mik--mv dedm1bAr EMMCwvpl&%5 Yr IOROOO mik am akdwdbk ma S2369.Compkim p*ft wheduk mvdkbk Wm nqwjL hkw qwmdjxrFWMnCv FWMIA AMWI AVAWW Jot 2018 prieft Gnuk I CPS75 wunnty-specify $2,535.001, DUVALFORD.-5 Yr 75.ON n1k mm dmdwdbic PREMUW.am pbm 5 Yr 100.M m1k mm dA*Wgbk w S3593. Page 1054 of 1324 FSAI 9-VEL26.01 Competitive Purchasingof 6 (https://www.facebook.com/floridasheriffsassociation'6 14 i f" FLORIDA SHERIFFS ' ASSOCIATION (https://www.fisherifs.orgl Become a Member ( :// r i . ri r - r i - . I ) About Sherift Programs Publications Join (https://membership.flsherift.org/2017-Membemhlp-LP.htmi) Renew Membership (https.,//membomhip.flsherift.org/2017-Membership. l.P. I PURCHASING c Back to Main r sin :// ri r /I - of r - r r c r i - rc i - r r FSA 1 B-av"EL26.0 POLICE , ADMINISTRA'"IFIVE, UTILITY VEHICLES, TRUCKS AND VACS 2018-2019 Effective October 1, 2018—September 30, 2019 https://www.flsheriffs.org/law-enforcement-progratna/purchasing2Ol8/police-rated-admi... -figgp/21A5 of 1324 FSA18-VEL26.01 Compedtive Purchasing Program Page 2 of 6 The Florida Sheriffs Association offers statewide purchasing contracts on a variety of vehicles, equipment, and services that are available to all eligible* agencies since 1993. While most agencies purchasing from our contracts are within the state of Florida, eligible* agencies from other states have used the contracts if their governing purchases ordinance allows. For details of the products available, review the category you are seeking to purchase. Simply select the drop-down arrow and locate the vehicle of choice. The vehicle links will take you to pages that are solely dedicated to the bid award for that commodity. Continue to scroll the bottom of the page and find a link to all the bid supporting bid documents FLORIDA' i fir; SHERIFFS ASSOCIATION 4L se�x ORDERING INSTRUCTIONS (HTTPS://S3.AMAZONAWS.COM/FSA- CPP-2018-2019/ORDERING-INSTRUCTIONS-VO9-25-18.PDF) VENDOR DIRECTORY (/UPLOADS/DOCS/26.0—AWARDED—VENDOR—DIRECTORY-101818.PDF) Products and Services Available :// . t- / - i... I iP0 me , 56 of 1324 httpswww.flsheriffsorg/law-enforeemenprograms/pumhasing20l8Policerated-adms Date: PUBLIC WORKS DEPARTMENT ... REQUEST FOR PURCHASE ORDER 11/13/201 o .: 501-2515-591-64-31 P.O.#--F- -Justification: s ' c ' : I FSA C t specification#45751equested : Bill Datty Cimle All _ t.'k^,-Ex Dlvblon Head r Icap -- Fled j Divisionr : ReplacementRecreation )Iadng. 5900 Prestige oPersow, FErie Jore Address: Fed ED#: ciq.. ® =State: Fax#: 352-357-2939i . 1 Phone: 7- email "TY PRICE UNIT DESCRIPTION ITEM# COLOR SIZE TOTAL_ y Ford 1 $28,774.00 Each s it 1 White , 7 . ger van 45 1 $L804.00 ' Per qwte $1,804.00 I i Mee Quote Vendor Name TOTAL , 7s. Page 1057 of 1324 PROPOSAL NAME CITY OF BOYNTON BEACH DATE 11-12-18 EMAIL ATTN 2019 FORD T-350 15 PASSENGER VAN PER SPEC 45 ALL STD E, QUIPMENT PLUS 1 DUALA/ BACK UP CAMERA,POWER EQUIPN=GROUP ---------- .........-------- MIRRORS 200 ........................ 19.------- ---- 21 E POWER SEAT WITH CLOTH m. 424.00 , 174.00 57N REAR DEFROSTER 68 J RUNNINGBOARDS 942 'DAY TIME RUNNING LIGHTS 44.00 ------------- .. ................... ........... 1 43R BACK UP ALARM FACTORY 124.00 -----------................... 165.00 ............................... ...... ........................................................ TOTALI .00 ---------------- ---------- ---- ................................................ ...................................... -—----—----—----------------------- PER FSA 18-VEL-26.0 ............ -----------...... DELIVERY 90-120 DAYS ................ ............. ............... ............. PURCHASER ACKNOWLEDGES: PRESTIGE FORD IS UNABLE TO GUARANTEE DELIVERY DATES DUE TO MANY FACTORS,NOT LIMITED TO BUT INCLUDING: FORD MOTOR COMPANY PRODUCTION SCHEDULES,WEATHER,AVAnABILrrY OF RAIL CARS,ETC. ALL PAYMENTS ARE DUE ON A NET 30 DAY BASIS UPON RECEIPT OF EACH VEHICLE AS INVOICED REaARDLEss OF THE NUMBER OF VEHICLES ON THE PURCHASE ORDER. We flmk you fur the opportunity to make this proposal and will appreciate your acceptance. Acceptance of this proposal"I not be binding upon us until this proposal is approved hem on in writing by an official of Prestige Ford,Inc. Return of one copy of this proposal and your purchase order nmbcr constitutes your official acceptance. Respecitffilly submitted, Plane ratum this form via Fax:(352)357-2939 or cmail ERIC JORE FLEET MANAGER PRESTIGE FORD ACCEPTED: Page 1058 of 1324 EL NDA g �f4 atlF�Bat,n�r�e�«ssr . e COUNa FLORIDA SHERIFFS ASSOCIATION & FLORMA ASSOCIATION OF COUNTIES Name eal i of Vehicle Zone Base Unit Price ]5YAN LOW. 5 Stingray 1 2019 Chemlet5 337 ) *Western $27,595.00 ALT-Coggin Chevrolet 2019Chevrolet 350 (CG3370 ) $27,662.00 Coggin Chevrolet 2019 I s 35 ( 337 ) *Northern $27,542.00 Stingray let LLC 2019 I s LS 35 (C 3370 ) Northam $27,585.00 Stingmy Chevrolet LLC 2019 Chevrolet Express LS 350 ( 337 ) $27,395.00 ALT-Coggin Chevrolet 20191 3500( 337 ) $27,565.00 Stingray 1 C 2019 I ss LS 35 ( 3370 ) $27,395.00 ALT-Auto NationChevrolet Pembroke Pines 2019 1 ss LS 3500(C 3370 ) Southern $27,484.00 Duval Ford LLC201 -350 Transit XL Wagon Western $29,793.00 ( )/9 Coggin Auto o ) 2019 T-350 Transit XL WagonWestern2 ( Coggin Auto( o ) 2019 -3 sit XL Wagon oh $29,893.00 ( ' Garber Ford Inc (2019 Ford -350 Transit XNortham L Wagon $29,977-00 Prestige Ford 2019 FordPT-350 Transit XL WagonCentral $28,774.00 Coggin (Ford) { 19 o -350 i Central $28,883.00 Coggin ) 2019 T-350 Transit XL WagonSouthern $29,993.00 ( ' ALT-Prestige Ford f 1 o -35 Transit Southern Alan Jay Chevrolet BuickCadillac, 2019 GMC Savana3500( 3370 ) Western $29,194.00 2019 GMC Savana LS 3 ( 3370 ) western .-NB— Alan Jay ChevroletBuick Cadillac2019 GMC Savans. ( 337 ) $27,994.00 2019 a LS 3500( 337 ) Northam - -- Alan Jay Chevrolet BuickCadillac 1 C Savana.LS 3500(TG3370 ) $27,994.00 2019 GMC SavanaLS 350 ( 3370 ) Central — Page 1059 of 1324 Alan Jay Chevrolet BuickCadillac1 356 ( 337 ) Southern $27,994.00 2019 GMC Savona LS 3500( 33706) Southern - -- Page 1060 of 1324 PN L =x� r COUNTEES All About Mori& FLOREDA SHERIFFS ASSOCIATION & FLOREDA ASSOCIATION OF COUNTIES 15 PASSENGER VAN LOW/STD ROOF SPECIFICAT .� m R: I 2019 Ford T-350 Transit XL Wagon1 (Alternate Dealer Option) The Ford -3 sit XL Wagon{ 2Z)/96P purchased through thiscontract comes with1 the standard equipment as specified e manufacturer fbr this model and FSA'sase vehicle spci c i ( )requirements whichincluded and made a part of this contraces vehicle ri specification by zone. ZONE: Western Northern BASE PRICE: $29,983.00 $28,977.00 $28,993.00 $29,994.00 While the Florida SheriffsAssociation lori Association of Counties have attempted to identify and include those equipment items mostoften requested by participating agenciesr full size vehicles,we realize equipment needs and preferences are going vary from agency to agency.In an effbrt to incorporate e ' ili into our program,we have created s eci c add/delde options which allow the purchaser to tailor the vehicle to their particular wants or news. The following equipment el options and their Mated cost are providedhere to assist you in approximating1 cost of the type vehicle(s )you wish to order through thisSimply ct the cost of any of the following equipment items you wish deletedunit cost or add the cost of any equipment items you wish added to the baseunit cost to determine the approximate of the type vehicle (s)you wish to order. NOTE:An official liti of all add/delete options and their prices should be obtained a appropriate dealer in your zone when preparingyour order.Additionalel ions other than thoselisted heremay be availablet o r,those listed here must be honorede in your a at the stated prices. Page 1061 of 1324 VEHICLE-• T-350 Transit XL Wagon( ( ) DEALER: Co (Ford) Garber Ford Inc Coggin A (Ford) Prestige Ford ZONE: western Northern Central Southern PRICE:BASE $29,893.00 $28,977.002 , .0 Western Order Code Delete OM Models- 12 passengerseating( s extended 1 e)in lieu NA NA NA of 15 passenger seating PGM Models-Delete to 5 passenger crew van NA NA NA Power windows/door locks High capacity air conditioning on-star NA NA NA Western Order Code Add Options 990 ' Engine upgrade-specify $1,864.00' $3,900.002 $1,964.00'; 2 Eagine.3.5L EcoBoost V6 Includes SEIC e Milt)®.Includes:-3.31 Axle,Ratio ' 3 E .2L Powerstroke Power15 Diesel-Inc:PTC heater andSEIC capability, lw Block Heater(400 tiW,DualRear),Duty Batteries 70 ,absorbedglass Mae, 3.31 Axle Aatla,Cruise Cotwvl wlNessage Center,full trip ca Tier and en mart i 3.5 ECO BOOST 3 99V ' Engine upgrade-specify $3,994.00' NA $3,994.00' 3EVw.3. L Powerstmake 15 Diesel 1 tei-and SEIC capability.Includes. Dual Duty Batienes 70 amkhr eack hwitaks ahwbedflass nzat.-3.31 AT& Ratio-Enew BlockHeater(400 .- F ,• lbs 3.2 DIESEL 3 t model-specify $314.00' 11,4 2 $314.00' CNG 2 CxGIP a Gaseous Engine Prep P 3.71 V6E I 980 3 1 16.4 GE CON;' ON NLYAVAI 199 GINE 2 C ' Bi-fuel model-specify 31 i NA NA C'NUIPrepone Gaseous Engine Prep P Requires 3.71 V6 EqgineI CNG ' CNO conversion(discuss i 15, ' 1$12,650.002 CNG2 2 DEDICATED ANDBI-FUELS G T 23 E's NE ' L 3 GALLON EQUIVALENT GE).REQUIRES 96C 1 C 23.5 E NFE O ONL AT' 199 E 2 16.4GGE 3 LPG conversion( isdealer) NA NA NA Deluxe engine cover NA NA NA 63E ' Hee -770 cca $294.00' NA Std DUAL BA TTERIES1 3C 1 e Alternator-130-Amp NC 1 Incl? Std c 150 ' Electric brake controller $229.00' $229.0023 2 67D 3 controlTraction Std SO Std -AdvanceTrac8l,,IMIbililyCongrorFM(RSM) Page 1062 of 1324 VEHICLE: T-350 Transit XL Wagon(X2Z)/96P(ALTERNATE DEALERS) DEALER- Coggin Auto(Ford) Garter Ford Inc Coggin Auto(Ford) Prestige Ford ZONE-• western Northern Central Southern BASE PRICE: $28,883.00 $28,977.00 $28,993.00 $28,994.00 X7L I Limited slip differential $324.00' 324.0 $324.003 X7L 2 LIMTED SLIP 3.73 AXLE RA 770 1 X7L, 3 1173 Limited Slip Axle-wl 3.7L 16 2 X2Z/302A Manufacturees model upgrade package(specify pkg.bid) $1,294.00' NA $1,294.00'' 302A 3 O Code 302A 11 s:-Engine:3.7L 71-VCT V6 Inclides SEIV cqwbility. -Transmission:6-4wedAutomadc WOD&SvlrcrShg9 Includes aurillwy hmsmLLOon oil cooler.-3.73 Arde Ratio-GV".-9.000 Me-77res.235165MCASBEW-Wheels:16", StoolwAill Silver Cover-Peu ter Cloth Dust Bucket Sears Mudes 2-way a &fter mat 2-w&W nianualpassenger seat,&iver at manual hunbar a4ust andddver asenger arnitwi.-Cloth Mont Bucket Scan-Ra&a:AA11FMSYngk-CD Stereo (19).1 hes auzfio inpul'Jack and 4"malit- eroti on chgoAV.-Mardar UpVwde Package Includes c headlanW k7m,chrome grille and grille sunumd-Crufse C wMessage Can uirInchdotfull trio computer and engine-hour motor.-F7qjfl%w fir Includes illuminated nlo,mirrom. 21L I Interior upgrade-specify $149.001 NA $1,294.00' XLT 3 l CLOTHIATERZOR UPGRADE 542 1 Remote power mirrors $224.001 SO $219.0A 544 3 Shm-AnnHfdPower-Folds ngAfinwriiilTwwSYgodt Black power Sao Mrroro WlComvx Spatter and Folding 2 5441 Recreational mirrors $219.00 $219.002 NA 544 2 Loag-Arm Heated Power Mbrors vlFwn Signals I Long-Arns Heated Power Minws w/yWpn Sygmls 2 21E I Power driver's seat $474.00' $474.002 $424.00'1 21E/CK 2 Includes 10-wa1pawer heated&1ver at,2-way manualpassengerseat and eiI and 2117 3 passenger armrest. Pewter Cloth Dual Bucket as wIPwr Dn'ver Seal-inc. 10-waypowerheatedghiver mat,2-wa)-manualpassengerieat and dfiver andpassr arouTs,2 Power passenger seat NA NA NA 21L 2 Cloth seats $149.00' NC2 $99-00 3' CK 21L 1 ¢Full carpet $124.001 $124.002 $1,294.003 16H 2 XLT 3 TINT I Legal deep tinted film,dealer installed $425.001 $599.00 2 $494.00 3- TINT 2 DLR 3 57N I Rear window defogger $174.001 $174.00 2 $449.003 57N 2 57N 3 92E I Privacy glass $674.001 $674. 2 $674.003 92E 2 Filvacy Glass Includes:-Reindvw DCfwter 57N 92E 3 1 Privacy Glars-im.Rear-Windaiv Drfiwtrp 2 59V I AMIFM radio with single CD $129.001 $129.002 $129.00' 59V 2 59V 3 'Side it bags Std Std Std Page 1063 of 1324 VEHICLE: T-350 Transit XL Wagon(X2Z)/W(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Garber Ford Inc Coggin Auto(Ford) Prestige Ford ZONE. Western Northern Central Southern. BASE PRICE: $29,993.00 $29,977.00 $28,883.00 $28,994.00 64SI Exterior upgrade-specify $424.00' NA $1,294.00' XL �,3 Meels. 16-StyledAhminum Includes.-Locknig Lug I Attar 1 isors- l 160. 1 1 .002 $195.003# RN-S Vent vstick-on stye $ 00 $ 26 V 2 1 shi - . 1 1 .002 $195.003 R/F-S 2 Rainelds flange style $16000 $ 26 VVF DLR 68J 1 Running boards $654.00' $654.002 $654.003. 68J 2 LONG RUNNING BOARDS.ST BOA (6810 FOR$159. 69J 3 1 X2Y 3 Sliding side door $149.00' NA $149.00' X2X 9421 Daytime running lights $44.00' $44.002 $44.001 942 2 942 3 Immobilize daytime running lights Std NA NA HITCH 2 Class IV hitch,only NA $289.002 $494.003. 53B 3 HDTOWClass III hitch,includes bar and ball $898.00' $368.00' $525.003 HBAB 2 Heavj-Dfiler Top Packap-Towmmd mode wnailering tri sl 53B/13B 3 bichtdrs&wlar wirbig hartmess to rear of vehiclefor apfit.Trader&ability Control PW),417pin cotmecror assembly axdrearjr Franc AdbuntedHach Receiver, hitch,ball,pin and clip' 53B 'Heavy-duty towing package up to 6,500 lbs. $484.001 $494.002 $494.003. 53 2 Reavi-L)i try Th7fier Tow Package-T of Made w/Trallering Wiping Provisions. 53B 3 Iffelmies hwler wiring hartiew tore of vehiclefor Wfil,Trailer Spabilay Cattiml I CIX),417 pin connector amnibly and jr r,Fmout Mouttred Hitch Receiver I ReaV56Duo,nuiter 7mv Package-Inc.-Deleteit rriu-reempy co,4-pipp/7pin connector andritlay jDvienifor bac1atp1B+1npnxiqg lights,Nam 2hispackwdoesnot Inclutie a Trader Brake Cmaroller(67D),Addiii onaIN ifcrest wants a vailer brake controller qftr initiatpurchase.it will have to be an qhrmarket twilex brake cont ler and*erawrker wiring hamen,Fram Mounted Hitch Recwnvr,TowIffaul Madit wlTrailering W/pIng Provislow itatter waring hamen to rear of mkiclefor Wfig, Pader Stability Control(MC),417pin connector assem*and reariumper,Mote®7ws Packw does not hwhde a Trailer Bmke Controller(67D), 'ti 1 ,gf customer wants a hailer brake conimiler after tut nalpia-chase,it will have to he an afte &Wler brake conwaller and ofiermat*et it homes 2 99G/53H 3 Heavy-duty towing package up to 10,000 Ibm. NA NA $2,340.00' DLR 3 1 Nitrogen filled tires including spare tire Std NA $200.003 153 1 Front license bracket NCI NC2 NC 3 153 2 153 3 43B I Backup alarm,factory installed $124.00' $124.002 $124.00' 43B 2 43B 3 Page 1064 of 1324 VEHICLE- T-350rransit XL Wagon(,X.7ZY96P(ALTERNATE DEALERS) DEALM Coggin Auto(Ford) Garber Ford Inc Coggin Auto(Ford) Prestige Ford ZONE: Western Northem Central scar erre BASE PRICE: $28,993.00 $29,977.00 $28,993.00 $29,994.00 BIJA I 'Backup alarm,dealer installed $149.00 $138A02 $150M' BUA 2 DLR 3 Sema PB I OOA 12—12"Aluminum Push Bumper NA NA NA Setina PB 11 1 6—1 "Aluminum Push Bumper NA NA NA P 30 2 Setae PB300 Push Bwnper NA $596.002 NA Go Rhino 5000 Series Push Bumpers NA NA NA Rear Transport Seat—Laguna Systein 3P NA NA NA Per Transport Seat—Pro Gard 6000 Series NA NA NA RearTransport Seat with extended seat belt—Patriot PSCV I NA NA NA FC1 -IPK-15 2 American Aluminum Inmate Transport Package for a 15-Passenger $4,900.00' NA2 $3,195.00" MD-IM-15 3 Van,or approved equivalent.Kit includes complete window guards FC- 11010-1 set and replaceerr erat door trim panels set,and one front security pmtitiser.Please specify year,mike and model. *0ther options and combinations available,but riot included. C"ERA DMR$3200 F(.',I)-FP-15 1 *Front partition $1,450.00' NW $1,295.00' FCM-FP-15 2 FCD-FP-15 3 FCD-CP-15 I *Center partition $1,450.00' NW $1,995.003 FCD-CP-15 2 FC,D-CP-1 5 3 FCD-RP-1 5 1 *Rear pardtion S1,450.001 NAs $1,795.00', FC,1 -RP-15 2 FCD-RP-15 3 FCD-FANS 2 *Dual forced air circulelion fens $1,14&00' NW $2,795a003 FCD-FANS FCD-FANS 3 FC11-RDP-151 E*Replay rent door panels(set) $1,148,00' NW $995M' FCDRDP-1 F 5 2 `]3_ 3 L RDP-15 FCD-RSTEP-15 *Rear step $1,04SM' NA? $995,003 FCS -1 2 FCD-RSTEP-15 3 FCD-SSTEP-15 1 .1*Side slid eat stap $1,310.001 NAs $895.003 F(M-SSTEP-15 2 FCD-SSTF3P_15 3 PCC D-WOS-15 I *Complete,windrow guard set $4,068.00' NW $1,995.003 PCS WGS-15 2 D- d-1 3 Page 1065 of 1324 VEHICLE: T-350 Transit XL Wagon(X2Z)/96P(ALTERNATE DEALERS) ® Coggin Auto(Ford) Garber Ford Inc Coggin Auto(Ford) Prestige Ford ZONE: Western Northam Central southern RASE PRICE: $28,883.00 $28,977.00 $28,893.00 $28,994.00 17K I Optional equipment-s i 1S9.001 $294.002 $149.001: 43R 2 A&A rowd Windows irl2ndRon;Flip-open Gjam PGFN 3 Reverse In ie 2 mETA LLIC PAINT 3 96F Optional equipment-specify $74.001 $159.002 NA 68H .2 ADDITIONAL KEYS Running Bo" 2 1ABOR optimal equipment-specify $115.001 $94.002 NA 52C 2 LABOR RA TE PER HOUR yp-Xgyj,_Enp).Keypad 2 TEIVIP Temporary tag $45.001 $6.002 $15.00 TTAG 2 AddS25eOpgrffjghjSh4Vft&qausd 2 TRANS Transfer existing is do (must provide tag number) $189.001 $86.002 $100.00 TRAN 2 TRANSFER STATE,COUNTY,my,or SHERIFF TAG&1eawpe,*in jvqw,0 Add$2S if Overnighl Shipping pequimd 2 NEW 2 New state tag(specify state,county,city,sheriff,etc.) $215.00' $116.552 $165.00 YTAG ME W STA TE,CO UNTY.CM or SHERIFF TAG(please spev&in req ursy Add$25 jfojengg&ShWing Required 2 Maintenance Plan-specify NA NW NA MULTIPLE I THIELE PLANSA I WLABLE PER MIES AND YEARS,PLEASE ASK DEALER FOR DET A&S 2 Maintenance Plan-specify NA NW NA MULTIPLE TTI PLAAFSA;A]LABLE PER MILES AND YEARS,PLEASE ASK DEALER FOR DETAILS 2 Maintenance Plan-specify NA NA 2 NA MULTIPLE YEHICLE PLANSA 1%]LABLE PER MILES AND YEARS.PLEASE ASK DEALER FOR DETAIL& 2 T3 Warranty-s i ,610.00' MULTIPLE VEHICLE PLANSA VALLARLE PER MZLESAND YEARS;PLEASE ASK DEALER FOR DETAILS 2 FORD PROTECTS WS BASE 3 PT 3 Warranty-specify NA NW $1,945.0034 MULTIPLE T`ZH?CLE PLANS AI PER MIES ANDY PLEASE ASK DEALER FORD AI 2 FORD PRO recTs"5 ExTRA 3 PT 3 Warranty-specify NA NA2. $2,535.003 A&STIPLE I THICLE PLANSA;AIL4BLE PER AHLESAND YEARS,PLEASE ASK DEALER FOR DETAIL& 2 FORD pRoTgcTs"5 ppEMUM 3 PT 3 6Diesel Warranty-specify NA NW $1,730.00" MUL71PLE VEHICLEPLANS 4VAILABLE PER MLES YEARS,PLEASE ASK DEALER FOR DETAILS. 2 FoRD pjtorEcys 5175 BASE 3 Page 1066 of 1324 VEHICLE: T-350 Transit XL Wagon(X2Z)196P(ALTERNATE DEALERS) DEALER: Coggin Auto(Ford) Garber Ford Inc Coggin Auto(Ford) Prestige Ford ZONE: western Northern Central Southern BASE PRICE: $29,983.00 $28,977.00 $28,883.00 $29,994.00 PT 3 Diesel Warranty-specify NA NA? $1,990.003 'MbETIPLE F° rCLEPLANS,oral LABLEPER AOLESAND YEARS,PLEASEASK DEALER FOR DETAILS 2 FompRoTECTS5175EXTRA 3 PT 3 Diesel Warranty-specify NA NW $2,745.00' MULTIPLE VEHICLE PLANSA VAILABLEPER MLESAND YEARS,PLEASEASK DEALER FOR DETAILS 2 'FORD PEC7S"5 pmmium 3 Page 1067 of 1324 FSAI 8-VEHI 6.01 Competitive (https:itwww.facebook.com/floridasheriffsassociation6 FLORIDAFF5 (https://www.fisheriffs.org6 Become r ( s:H r i . l ri r / 1 - r i - I About Sheriffs Programs Publications Join Today(https://membership.fisherift.org/2017-Membership-LP.htmi) Renew Membership ( :// rshi , ri . r - i - . I ) PURCHASINO PROGRAM Back in Pu'rchasing Page (https://www.fisheriffs.org/iaw-enforcement- progra ms/ r i - r sin - r r FSA I B-VEH 16.0 CAB 0 CHASSISC EQUIPMENT Effective r 1, 2018 —September 30,2019 :// . t- / is- rr® P92e 1068 of 1324 FSA I 8-VEH 1 Competitive Purchasing Program Page 2 of 8 The Florida Sheriffs Association first procured the Cab & Chassis and Heavy Equipment Contract in 2003. Since then it has grown to one of the premier large truck and equipment contracts for public works, parks and recreation, educational institutes and many others. For details of the products available, review the category you are seeking to purchase. Simply select the drop-down arrow and locate the vehicle of choice. The vehicle links will take you to pages that are solely dedicated to the bid award for that commodity. Continue to scroll the bottom of the page and find a link to all the bid supporting bid documents. FLORIDA" SHERIFFS ASSOCIATION 4M ORDERING INSTRUCTIONS (HTTPS://S3.AMAZONAWS.COM/FSA- PURCHASING-2017/ORDERING-INSTRUCTIONS-V1O-19-17.PDF) VENDOR DIRECTORY (/UPLOADS/DOCS/16.0—AWARDED—VENDOR—DIRECTORY-101718.PDF) Products and Services Available RQ of 1324 hUps://www.flsheriffs.org/law-enforr.ement-programs/purchasing2Ol8/cab-chassis-trucks... YNT/48M PUBLIC WORKS DEPARTMENT REQUEST FOR PURCHASE ORDER 11/13/2018 .: 501-2515- 1. - P.O. : Justification: s ecifficaon#1 E ,: Bill Darty Department Head�)r�ovnh* Circle AZ that Appl Division Head/Supervisor : RF Outtav Fleet Division r edi:. Lp1 t I Other.,] RecreationReplacing: Vendor: GHS Motvti-s No. Contact Person: Paige Cowell Address: Fed ID#: iix: : 863-699-2639 Phone: 863-699-2453 e TY PRICE UNIT DESCRIPTION ITEM# COLOR SIZE TOTAL $7,751.00 onda Foreman 500 $7,751.00 - i 12,125. �� p � q $2,125.00 I PHce Quote Vendor Name sq.s7coo Page 1070 of 1324 GTHC Motorsports Call Usfirst . PHONE IM) 699-2,113 Carporsta 114 U.S.27 South 'Ma 160q, 614 U.S.27 South 0ifice I ake Placid,FL 33852 AdOtm Lape-Plaqld,FL 33852 uIrect 863-699-2453 Fox 803499-2639 P .TR ASI QUOTE SHE ET Off-Road All Terrain Vehicles=4 Wheel Drive DATE 13-Nov-18 1 Of AGENCY,REQUESTING fi� of Bovnton Beach CONTACT PERSON: William r , - PHONE NUMBER: 742-6215 FAX NUMBER: E-ma i: 2019 Hands Foreman 500 i MODEL: TRX500FASK SPECIFICATION �t willr BASE PRICE: OPTION 8 DESCRIPTION COST 08152-HNB-10 Rear a o Box Installed $297.00 Undercoat Tmdercostlng Installed —re � y+ Receiver filch Instafled Page 1071 of 1324 TTL OF OPTIONS: ,1 EXTENDED TOTAL.SUB �ar FLORIDATAX Tax Exempt I I QTY I Each $9,876.00 !appreciate Vie Opportunitysubmit this quotation. review it carefully. IF there are any errors or changes please1 free to contact me at any time, ! !1 be happy to assiat you. Cowell Powereports,dWa GHC Matomports FEID VEHICLE `gee Cowell paigeghcftmall.00rn __ Page 1072 of 1324 GHC; Mot-orswrits Cafl i r Powersimi1s needs. PHONE(8,63) 699-2453 _m: po,rU.S.27 SouthIIS1614 U.S. I_ake Placid,FL 33852 rPlacid, Fax 863499-2639Direct PURCHASE �e SHEETOff-Road All Terrain Vehiclew 4 Wheel Drive DATE 13-Nov-1 8 PAGE 1,w - 1 REQUESTING Y:PHONE NUMBER: CONTACT PERSON: William Dari'il 561-742-6215, NUMBER:FAX il: 2019 konds Foreman 500 Engine IFII 4 MODEL® will bem__ BASE PRICE: $7,751-00 COSTOPTION 4 r Installed - pEve—d-ric-powerstee 11101 Undercoat soareAm 00 r, RiCqiwrHitch Installed 1-. Page 1073 of 1324 TOTAL OF OPTIONS: EXTENDED WARRANTY: SUB TOTAL $9,670.00 TAX Tax Exempt FLORIDA REGISTRATION Self Register OTY I Each $0.876.00 I appreciate the opportunity to submit this quotation. Please review it carmlilly. If there am any errors or changes please bel free to contact me of any Urne, I wilt be happy to assist you. Comments: Cowell Pawersporl%dVWa GHC Matoreporte FEID#59-3024162 VEHICLE QUOTED BY: paiL''C"Cowell863-699-2453 -1 A it to be y9yr Powersparts Provider" paigeghc@gmall.com Page 1074 of 1324 3 •t �i � .,IP6 5 l�96 Dealership141 FLORIDA SHERIFFS ASSOCIATION & FLORIDA ASSOCIATION OF COUNTIES Name of 1 C Zone stilt price -- ALL IERRAIN`7 . I L. .S- 11S.eei aatian go I1 GHC Motorsports 2019 Honda Four Trax Foreman 5western 00 $9,051.00 ) ALT-ARS Powersports 2019 Honda Four Trax Foreman 500 Western $8,060.00 5 ) ARS Powersports 2019 Honda50Northern 0 $7,760.00 0 FAS ) ALT 2019 Honda Four o 500 1 0 ® Motorsports ( 0 ) Northern7, ARS Powersports2019 Hondaa 500central $7,710.00 ) 2019 Honda Four Trax Foreman 500Central $7,751.00 ( 500E 5 ) ARS Powersports. 2019 Honda Four Trax Foreman 500Southern 7,710.00 ( ) Motorsports 2019 Honda Four Trax Foreman500 Southern7,751.00 ( 5 F ) Powersports 2019 Polaris570 EFI Western ,595. ( 1 5 1) 201 Polaris o 570 EF1 Motorsports ( 1 I)GHC Motorsports $6,658.00 2019 of 's Sportsman 570 EFI 35 . 00 ( 1 1) Northern , ALT-ARS Powersports 2019 ] s Sportsman57 I Northern , 5.00 ( 1 5 1) GHC 201 Polaris a 570 EFl o .0 ( 1 57 1) ALT-ARS Powersports 2019 Polaris Sportsman 570 EFI ( 1 5 1) Central GHC Motorsports. ( 1 s of 1) 57 I Southern $6,059.00 ALT-ARS a a its 2019 Polaris570 EFI Southern $6,195.00 (Al 7 1) Page 1075 of 1324 2019 Yamaha Kodiac ) $5,790.00 ALT-ARS Powersports 2019 Yamaha Kodiac5 ( ) $5,797.00 GHC Motorsports 2019 Yamaha Kodiac 450( ) $5,590-00 ALT-ARS Powersports 2019 i ( ) Northern $5,597.00 GHC Motorsports 2019 Yamaha Kodiw 450(YFM45KDXK) $5,380.00 ALT-ARS Powersports 2019 iac 450 ) C $5,397.00 GHC Motorsports 2019 Yamaha Kodiac45 ) *Southern $5,390.00 ALT-ARS its 2019 Yonaha Kodiac 450 5 ) 7.00 Page 1076 of 1324 FLOR11DA SHERIFFS ASSOCIATION & FLORIDA ASSOCIATION OF COUNTIES OFF-ROAD ALL TERRAIN VEHICLES - 4 WHEEL DRIVE SPECIFICATION #1 2019 Honda Four Trax Foreman 500 (TRX500FA5K) (Alternate a ler ) The Honda our Trax Foreman500 50 )purchased through thiscomes with all the standard equipment as specified of r this model a vehicle pci ' (s)requirements which are included made a part of thiss vehicle ase price as awarded i s 'o . ZONE: Western Northern Central Southern BASE PRICE: $9,060.00 $7,801.00 7,751.E , 1. 0 While a Florida Sheriffss i 'o lori Association of Counties have attempted to identify include those equipment items most often requested by participatingagencies r fall size vehicles,we realize equipment needs and preferences very from agency to agency.In an effort to incorporate flexibilityour program,we have createdspecific add/delete options which allow s to tailor the vehicle to their particular wants or needs. The followingequipment del options and their related cost am providedhem to assistyou in approximatingl cost of the type vehicle(s)you wish to order through this program.Simplyu e cost of any of the ffillowing equipment i you wish deletedthe base unit cost and/or add the cost of any equipment i you wish added to the base unit cost to determinee approximate cost of the type vehicle(s)you wish to order. NOTE:An official listi f (add/deleft options and their prices should be obtained from the appropriate dealer in your zone when preparing your order.AdditionalI options other than thoselisted available through the dealers,however,those listed here must be honored by the dealers in your e at the stated prices. Page 1077 of 1324 VEHICLE: Four Trax Foreman 500(TRX500FA5K)(ALTERNATE DEALERS) DEALER-• ARS,Powersports GHC Motorsports GHC Motorsports GHC Motorsports. ZONE. Western Northam Central Southern BASE PRICE: $8,060-00 $7,901.00 $7,751.00 $7,751.00 Northern &Central Order Code Delete Options Western Southern TRX2501 Model Downgrade-specify $3,600-00 1 $1,402.002, TRX42OFMI 2 25UALMANUAL SHIFT2 WHEEL DRWE RANCHER 4X4(7RK420FM1)CENTRAL-S.1,402 SOUTHERN-$1.36 NORTHERN-$1.402 wESTERN-81,s.sd 2 TRX42OFM I Model Downgrade-specify $1,500-00' $202,002 TRX420FA2 2 420ce RANCHER 4M MANU.4L SHIFT I I RANCHER 4X4,4 VTOM4TIC(TAX420FA2)CENTRAL-$202 SO=ERN-$156 NORT HERN-$2o3 wErrERy-$3s3 2 TRX42017A Model Downgrade-specify $200.00' NA 420=RANCHER 4X4,4 EMMA 77C TRX420TM Delete to 2 wheel drive $2,500.00' $3,306.002 TRX250TMr=420TM 2 42&v RANCHER MANUAL SMFT 2 WHEEL DRIVE RECON(TW50TAO CENTRAL-S3.306SOUTHERN-S3,303 NORTH -53,296 WESTERN-113,456 RANCHER 2X4(ZRX420TAV CENTPAL-$2,450 SOUTHERN-82,407 NORTHERN-S2,406 WESTERN=82.556 2 TRX50OFM 5 speed manual triummission in lieu of automatic $300.00 $502.002 TRX50OFMI 2 SO&v FORMN MANUAL SHIFT 4X4 I FORENAN(TWOOFNI)CEN7=4502 HE =8456 NORTH 503 WESTERN=$556 2 Northern &Central Order Code Add Options Western Southern TRX500 LE Vehicle upgrade package-specify $1,900.00, $1,998.00 TRX500FA7 2 MODEL UPGRADE to any LE W1 PO WER STEENNG RLWCONAUTOMATIC EPS(TWOOMP CENTRAL-S1,998SOUTHERN42,044 NORT NERN42,094 WESTERN41.8,98 TRX680 Engine upgrade-specify $1,300.00' NA RENCON680=AUTOMATIC 72-5350 Helmet $44.00 $B9.001, HELMET 2 at/colors I PLEASE SPECIFY SrZE AT TIME OF ORDER 2 36-2091 Safety t1ag $15.00, $12.002' 134912 2 FnS ALL A&ODEM 2 CAMO I Camo option 1$1,900.001 NA2j CAMO 2 LE CA A40 W1 POWER STEE MODEL SPECIFIC,CONTACTDEALER FOR DETAILS 2 TURF&WD 1 Turf tire package $660.001 $679.00 2 2 1 371137/370934 MAJWS SET OF 4.PH Include Installafia" ONLYA I'AILABLE ON BASE TRX500FMAND TRXFA MODELS 2 Page 1078 of 1324 I . VEHICLE: Four Trax For=an 500(TRX500FA5K)(ALTERNATE DEALERS) DEALER: ARS Ports GHC Motorspoits GHC Motorsports GHC Motorsports ZONE: Western Northern Central Southern BASE PRICE: $8,060.00 $7,901.00 $7,751.00 $7,751.00 Front brush guard NA Std 081`73-HR6460 sRear brush guard $199.00, NA BUMPER I OSROI-BR5-100 Windshield $199.00 1 NA Poiceinchdrsinttalladon 1 3505-00241 Rearcargo box $299.001 $297.002, 091,52-HN8-10013 2 Price 1 installation FnS ALL MODELS 2 091,71-H1,5402 ManuAwturees approved winch-2,000(b.minimum $729.001 $706.002 HONDA PRO 2,50OLIB 25M I&Pull HONDA-(Nffd A&ant and ao0"so`Y=b4wrne")Pr`ce Imclu'lls 1w'a11=0ff WINCH 2 Frm ALL AfODELS 2 56-9812 1 Mirrors(pair) $24.00' $54.002 2 600005 Price Includes Installation FM ALL WDELS 2 08P71-HR6-A60 I Front A am guards $155.00' $138.002 081`71-HR6460 2 Price Inchdis Installation TRX500FWFA(V8p7j-HR6.A60)=4l3g TAX420FWFA(V8p70-Hpj-620)-$168 2 0SP70HR6-A60 2 Rear A arm pards $155.00' $173.0 02 08P7&-HR.6-A60 Pilot Inckdes installation TAXSOOFAIPUIRS(08P70-MR&A60)-$173 W500FUSTRAIGHT AAE(08P71-JIM-620)-$173 TRX420FA(08P70-fifi6-A60)-$l73 TRX420FUSMIGHT A.XLE(rXP71-hW-620)=$173 2 ABA-2M5-10 Spotlight kit $125.00' $134.00' ABA-2M35-10-00 2 70,OM Candle Power#219M6 Price hwl Installation FnSALL AWDELS 2 61-5435 1 15 gallon sprayer kit $199.001 $19S.002, 2 45030047 Price Inclides Installation FnsALL MOD=UPGRADE TO 25 GALLONSPRAYER(45030049)—$397 2 OSP34-HNS-200 ATV ffkxW cover $69.001 $55.002 156595 2 AL COVER FITS FOREMAN TRX500 MODELS-45S T 42 AND TRX250 MOD 2 TRX500FA6K Electric power steering $1,300.00' NW 500cc A UTOM4 77C WITH PO WER STEMNG I AWDEL SPECIFIC,ONTACT DEALER FOR DETAILS 2 WARN 4000 Optional equipment-specify $765.00 1 $496.002 ATV WARN 40001b WINCH(Need Mount and sub-harness Option)Price Anc1 Installation UNDERCOATING 2 uNDERcomw PAC FnN ALL WDELS 2 Extra Key I Optional equipment-specify $14.00 $16.00' SPAM KEY 2 Price Include&Key cut and Apfican,an SPARE KEY 2 3505-0023 Optional equipment-specify $179.00' $593.002 ALUMINUM WHEELS 2 Front&mV B&T 157300 Price 1 Installation ALUMNUM WHEELS 2 Page 1079 of 1324 t a VEHICLE: Four Trax Foreman 500(TRX500FA5K)(ALTERNATE DEALERS) DEALER- ARS Powersports GHC WtDrSpOrtg GHC Motorsports GHC Motorsports, ZONE: Western Northam central Southern BASE PRICE: $8,060.00 $7,901.00 $7,751.00 $7,751.00 08L74-BR3420 Optional equipment-specify $199.00 $184.00V 565099 2 WINCHAOUNT KIT(Wededfar winch installadons)Dice Includu Imialixfon ALU LOADING R,4MpS 2 08Z00-1IR3-A20 Optional equipment-specify $15.00 1 $16.00 21 RECEIVER ff=H 2 A SUB-HARNESS Obr winch insidliddairs)Mee Incla*s InsWiadon 2"BALL 2 0074-HR6460 Optional equipment-s ci t .00' NA F,RAMESKIDPLAT,EPnceInc hdeslmlallaiion OBW70-HRS-A20 Optional equipment-specify $595.00' NA Ahmftm Whal SET(2 Fron0and(2 Raw)08W71-HRS-A20 UNDERCOATING Optional equipment-specify $590.00 NA ATF'UNDERCOAMG PACKAGE Temporary tog NA NA Transfer existing registration(must provide to number) NA NA nTLE Now state tag(specify staft�county,city,sheriff,aft.) $45.00' NA Tr=and OFFROAD RWISTRAMMOnb, Page 1080 of 1324 FSAI 8-VEL26.01 Competitive P=hasing Program Page I of 6 (https://www.facebook.com/,floridasheriffsassociation6 5�r € ASSOCIATION (https://www.fisheriffs.org6 Become r ( :H r i ri r / t - i - . About Sheriffs Programs Publications Join (https://membership.flsheriffs.org/2017-Membership-LP.htmi) Renew Membership :/1 r i . ri rsi - . I PURCHASING PROGRAM Back i Purchasing ( s:// ri r /I - r - r f r i - urc i - r r ............. ... ..... FSA 1 8-VEL26.0 POLICE , ADMINISTRATIVE, UTILITY VEHICLES, TRUCKS AND VANS 2018-201 Effective r 1, 2018--September 30, 2019 https://www.flsheriffs.org/law-enforeement-programs/purchasing2Ol8/Police-rated-admi... 1 of 1324 FSA18-VEL26.01 Competitive Purchasing Program Page 2 of 6 The Florida Sheriffs Association offers statewide purchasing contracts on a variety of vehicles, equipment, and services that are available to all eligible* agencies in 1993. While most agencies purchasing from our contracts are within the state of Florida, eligible* agencies from other states have used the contracts if their governing purchases ordinance allows. For details of the products available, review the category you are seeking to purchase. Simply select the drop-down arrow and locate the vehicle of choice. The vehicle links will take you to pages that are solely dedicated to the bid award for that commodity. Continue to scroll the bottom of the page and find a link to all the bI d supporting bid documents 'FLORIDA SHERIFFS ASSOCIATION 4"t ORDERING INSTRUCTIONS (HTTPS:fl S3.AMAZONAWS.COM/FSA- C018-2019/OR DER ING-IN STRU CTI ON S-V09-2 5-18.PD F) VENDOR DIRECTORY (/U PLOADS/DOCS/26.0—AWARDED—VEN DOR—DI RECTORY-101 818.PDF) Products and Services Available hftps://www.fishefiffs.orpAaw-enforc=ent-pmgramslpmh&sing2Ol8/police-mted-admi... 11Y.P/202 of 1324 PUBLIC WORKS DEPARTMENT REQUEST FOR PURCHASE ORDER 1 117/2 : 501-2515-591.64-31 : Justification: o specificatioqequestedy: Bill Darty _:rt�� 1� a N ¢e ,Pee=,, C t, ilk r r Division Head/Supervi or A call,. ouq�y� Fleet Division Char RePlacement =Othex-. Utilities Rep!��., N�ew Vendor: Alan Jav Fleet Sales No. Contact Person: Chri; w Self - - - _ Address: : o: Stu to: : 1863402-42211 Phone: 904-838-4999 ennn chnsty.self@alanjay.com QTY PRICE 1 UNIT DESCRIPTION ITEM# COLOR SIZE TOTAL $26,264.00 Each Chevrolet 1500 Crew $26,264.00 cab 4X4 58 White 1 $7,643.33 Each Options p a ( $7,643.33 I Price Quote Vendor Name TOTAL 7.33 Page 1083 of 1324 v� v 1 ,144*17*1 AAV 1 Usjb,4 for aff ofyour FketAutomodve,A Light nack PHONE 0) A (252-6529) DIE - .. ......... ........ ......... _ ......_...._......._ Carponsile 3 U.S.27 South MOBILE83Mailing P.O.BOX 2200 Sabring,FL LU70 863-4024221 Addirees,Sebring,FL 338714200 ORIGINAL ICK QUOTE SHEETVIQUOTE 1 1 111712016 REQUESTING AGENCY BOYNTON BEACH, CITY OF CONTACT PERSON WILLIAM DARTY EMAIL Dadm@hWL= PHONE 581-7424215 BIL ..... . . FLORIDA SHERIFFvS ASSOCIATION BID Vs - . .�. www.fisheriffs.org MODEL CK10343 SPECIFICATION# 58 2010 CHEVY SILVERADO 1300 CREW C -4WD PAGE# 2043 CUSTOMER 10 BASE DISTRICT PRICE $26,964.00 ,._ BED LENGTH S.3' AM vehicles wN be ordered whNe W dwkest Interior unlass dearly stated 01tww1w an purch8se DESCRIPTIONFACTORYOPTIONS GAZ H2GEXTERIOR COLOR SUMMIT WHITE WITH JET BLACK VI NYL INTERIOR. ____________ ----------------------------- ---------------------------------------------------------------------------------------- ............. ___._.__m_m ________ G 6 JLi Z82 L82 5.31.VB,3;42 LockIng Rear Differential, lect is Brake Controller,Factory Receiver hitch,7 $2,26COG 2 4 pin wireconnector,Draw Bar 2 5/16" alt pin and clip _______________________ ________-____________.________........_.______-__________________________.......__...___.....___________-______m____________________ .........----------- O CI A DIFFERENTIAL ....................... _________........____________-_____________________________.._........________.._m_____m___________m______..___...._..------._____-- -_________® _®______ CON FACTORY ORDERED SPRAY ON BED LI M0 ________________ _ ___m m_____.m---------------------------......._______mmm______._.___.______m_m_______m____._......- ..0__000 m____m..._____._e____ ........ .. .......0 PL WINDOWS AND LOC (INCL)-Does Not Include Keyless Entry Remoterr $0.00 ----------- ___________________----------------------------------------------------------_____________________m______m_____.---------- _______m ________ NZZ FACTORY D PLATES __ m_________®______- _ ____ ___ � __ ____________________________________________________________________________________________ ______________ -------------------- O 6"BLACK RECTANGULAR TUBE STEPS $724__00_' ------ C�ME BACKUP (STD) -----------------m.________._.____________-__________....__._________ _______________®____r F l $3A81-00 CONTRACTIONS DESCRIPTI NEWTAG NEW CI TAG(includes temp II two way overnight l_®___rsignature)._____________________________________________ .33 _______®______...... _______ ______________________________________________ ________--- ________ ATB 13 Dealer Provided HD Aluminum Diamond Plate Low Pru Tool Box 18"De h. . 0 ------------------------_-----______________________________________________a.._______________________mm__..___.______.__ 4210-PU Xantrex 10u Sine wave Power Inverter mounted behind passenger seat or under rear seal curbside,Includes . 8 1 Xantrex user control j Ignition control switch mounted to dash. --------------------------------------------------------------_.............................__________-_____m_m___________._________ ________m___________ gyV S 2 RAM VEHICLE SPECIFIC NO-DRILL LAPTOP MOUNT,INCLUDES FREIGHT AND I NSTALLATION. $525.00 _______________________ __m________________®__________________________._.__________m_____________________.............._._.__.._____m_m_____________®______. --------.._________-„ IX len "Liberty 11 solo light bar,Amber,with strap kit. _______ ? ----- --- ______ -- - - -----------m_m __ ."' HELEN 6-SWITCH CONTROLUE ItW0.00 ----------------------- $1 . _ OPTIONS $4,162-33 TRADE I �.�.. .. a. . _ ...... T , L COST .33 $0.00 TAKE TRADE INS ASK ABOUT MUNICIPAL FINANCING _ ........ TOTAL COST LESS TRADE IN(S) QTY 1 $33,W7.33 Estimated I payments for 60 monthsal n $7A38.80 unicial finance for,any essential use vehicle,rqqqires lender 1,WAC® Comments VEHICLE QUOTEDI L // GOVERNMENT T MANAGER MORAWn"WasED ''. "r L LF " '.. !appreciate ft oAportunilly to submilt this quotation. r7 l . ff Uwe we any eff=or changes,jokese feel fte to contact me at any 1 am always happy to be of assistance. - CYT N REACH,CITY OF-CK10543_17043-2_Quote.pdf Pae I af 1 Page 1084 of 1324 a FLORIDA As About ROME FLORIDA SHERIFFS ASSOCIATION & FLORIDA ASSOCIATION OF COUNTIES Name of Dealership Type of Vehicle Base Unh Price 112 IQN-CMA CAD PIMP MUQ 958) Big BondChevrolet Buic 2019 Chevrolet Silverado 1500 1western WT $26,339.00 ( 10543) ALT-Alan Jay ChevroletBuick C Cadillac 2019 ChevroletSilverado 1500 IWestern WT $26,464.00 (C 10543) Big lBuick ( 1 t )Chevroletit 1500 I WT Northern $26,199.00 ALT-Alan Jay ChevroletBuick C Cadillac 2019 ChevroletSilverado 1500 INorthern WT $26,264.00 ( 10543) Big Bend Chevrolet Buic 2019 Chevrolet ilv o 1500 ICentral WT $25,699-00 ( ) ALT-Alan Jay Chevrolet Buick GMC Cadillac 2019 Chevrolet ilv 1500 1 WT Central $26,264.00 ( 1 5 ) Ian Jay Chevrolet uicCadillac2019 Chevrolet ilv 1500 IWT Southern $26,264.00 ( 10 ) Big Chevrolet uic 2019 Chevroletilv 1500 1 WT Southern 26,3 (CKI05 3) Duval Ford LLC 2019 -150 XL( 1 ) Western $26,656-00 ALT-Coggin (Ford) 201 -150 XL( 1 ) $26,749.00 Duval a LLC 2019 Ford F-1 ( 1 ) Northam $26,744.00 Coggin Auto(Ford) 2019 Ford F-150 XL( 1 ) Northern $26,749.00 Duval Ford LLC 2019F-150 XL( 1 ) Central $26,66 9.00 ALT-Coggin ) 2019 Ford F-150 (WIE) $26,784.00 Duval Ford LLC 2019 F -150 (WIE) Southern $26,744.00 ALT-Coggin A o ) 201Ford F-150 1 ) Southern $26,984.00 Alan Jay Chevroletick GMC Cadillac2019 GMC Sierra1500 1 SA(TK 1 543) Western $27,344-00 Garber C t iInc. 2019 GMC Sierra1500 1 SA( 1 543) western $27,398.00 Garber Chevrolet uick GMC,Inc. 2019 GMC Sierra1500 1 ( 1 543) Northem. $27,198.00 In Jay Chevrolet BuickCadillac2019 i 1500 I SA( 1 543) Northern $27,194.00 Alan Jay ChevroletBuick Cadillac2019 GMC Sierra15001 ( 1 543) $27,144.00 Garber Chevrolet Buick ,Inc. 2019 GMC Sierra1500 1 ( 10543) Central $27,298.00 Page 1085 of 1324 Alan Jay Chevrolet Buick GMC Cadillac 2019 GMC Sierra 1500 1 SA(TKI0543) southern $27,244.00 Garber Chevrolet Buick GMC,Inc. 2019 GMC Siem 1500 1 SA(TR 10543) Southern $27,398.00 To"Taylor DeLand Nissan 2019 Nissan it S(39019) western $30,975.00 2019 Nissan Titan S(38019) western Terry Taylor DcLand Nissan 2019 Nissan Titan S(39019) Northam $30,795.00 2019 Nissan Titan S(39019) Northam —10-- Terry Taylor DeLand Nissan 2019 Nissan Titan S(38019) Central $30,691.00 2019 Nissan Titan S(3 1 ) Control ..NB-- To"Taylor DeLand Nissan 2019 Nissan Titan S(39019) Southern $30,646.00 2019 Nissan Titan S(3 1 ) Southern ..NB-- AutoNation CD)R Pembroke Pines 2019 Ram 1500 Tradesman(DS6L98) *Westem $23,079.00 ALT-Beek Auto Sales 2019 Rom 1500 Tradesman(DS6L99) Western $23,515.00 AutoNation CDJR Pembroke Pines 2019 Ram 1500 Tradesman(DS6L98) *Northern $22,979-00 Garber Chrysler Dodge Truck,Inc. 2019 Rom 1500 Tradesman(DS6L99) Northern $23,338.00 AutcNation CDJR Pembroke Pines 2019 Rom 1500 Tradesman(DS6L99) *Centrw $23,049.00 Alan Jay Chrysler Jeep Dodge of Wauchula 2019 Ram 1500 Tradesman(DS6L99) Central $23,354.00 AutoNation CDJR Pembroke Pines 2019 Ram 1500 Tradesman(DS6L98) *Southern $23,049.00 ALT-Alan Jay Chrysler Jeep Dodge of Wauchula 2019 Ram 1500 Tradesman(DS6L98) Southern $23,354.00 Coggin Toyota 2019 Toyota Tundra SRS Crewmax 5.5'Bed western $34,639.00 (8359) 2019 Toyota Tundra SR5 Crowmax 5.5'Bed Western —NB— (8359) Coggin ota 2019 Toyota Tundra SR5 Crewmax 5.5'Bed Northam $34,298.00 (8359) 2019 Toyota Tundra SR5 Crewmax 5.5'Bed Northern —NB— ( 3 } Coggin Toyota 2019 Toyota Tundra SR5 Crewmax 5.5'Bed central $34,339.00 (835 9) 2019 Toyota Tundra SR5 Crawmax 5.5'Bed central - ( S } Coggin Toyota 2019 Toyota Tundra SR5 Crewmax 5.5'Bed Southern $34,628.00 (9359) 2019 Toyota Tundra SR5 Crewmax 5.5'Bed Southern --NB-- (8359) Page 1086 of 1324 g FMORIDA .: ;. AN About NvQA FLORIDA SHERIFFS ASSOCIATION SPECIFICATION& FLOREDA ASSOCIATION OF COUNTIES 1/2 TON CREW CAB PICKUP TRUCK - 4X4 2019 Chevrolet iv ( ) ChevroletThe ilv 1500 1 WT(CK 1 3)purchased through this contract comes with all the standard equipment as specified by the manufacturer for this model a 's base vehicle seci cations)requirements whichincluded and made a part of this con is vehicle base price as awardedeci c io . Western o t Southern BASE PRICE: $26,339.00 $26,199.00 $25,699.00 $26,264.00 While 1orida Sheriffs Association and FloridaAssociation o ies have attempted to identify include those equipment items most often requested by participating agencies fbr full size vehicles,we realize equipment o s and preferences are going to vary from agency to agency.In an effort to incorporate i ili into our program,we have created specific add/delete options which allow the purchaser to tailor the vehicle to their particular wants or needs. e following equipment de e and add options eir related cost are providedi you in approximating e total cost of the type vehicle(s)you wish to order through this program.Simplye c a cost of any of the fbilowingequipment i you wish deletedthe base unit co and/or add a cost of any equipmentitems you wish added to the base unit cost to determine approximate cost of the type vehicle(s)you wish to order. An official lis ' of all add/delete options and their prices shouldobtained in your zone when preparing r order.Additionalle ions other than those listed here mayila le through the dealers,however,those listed here must be honored by the dealers in your zone at the stated prices. Page 1087 of 1324 VEHICLE: Silvendo 1500 IWT(CK10543) DEALER: Big Bond Chevrolet Buick Big Bond Chevrolet Buick Big Rend Chevrolet Buick Alan Jay Chevrolet Buick GMC Cadillac ZONE: western Northern central Southern BASE PRICE: $26,339.00 $26,189.00 $25,689.00 $26,264.00 Western &Northern Order Code Delete Options &Central Southern ArvVFM stareo is NA NA it conditioning NA NA 5Z4 2 Full size spare tire and rim NA {$15.00}2 'Spare wheel.carrier md lock delete Deletes the base spare wheel,carrier ad(MF)lock Does not deleatJock or AWs tRequires(E63)pickup box.Not available with 2 aMd pa w°a single k*,sysnn&M" Spare wheel Wgrade or(6AR)spare drej OCREDN' Power Windows and Door Locks NA NA , *ZLQ' Keyless Entry $300.00 ($350.00)2 Deletes Fleet Conrenience Package includrs(AQO Remote Keyless Enhy.QT5)power lock andrelease tailgate with bft assial,(K34)criuse control and(DLF)or al pms et nt 2 Programmed Key Fobs NA NA *090 2 Limited slip differential on 4-whe drive NA ($150.00? Remams locking rew-differential inclided in base bid jpec. 2 Western &Northern Order Code Add Options &Centmi Southern L92 E 'ne upgrade-specify ',$1,394.00' -$1,394.00" L92 MYC 2 ftfue.5.3L EcoTec3 IW(355 1p[265 kN7@ 5600 upm,383 Ib- o}"me[518 Nm 4100 rpm) 2 Engine upgrade-specify NA NA FHS 2 iBi-fuel.model-specify NA $99.00' 1 Req-,L82 2 CNG model-specify NA NA CNG conversion(discuss with dealer) NA NA LPG conversion(discuss with dealer) NA NA Battery,650 oca or greater NA SO 730M RD baueoy jimulard.-or-(DRYCELL-Dealer provided Optima RED TOP fteell baffety replaces ..jaclo,).lead acid bMy$379,"ch.) 2 Dual es NA NA 7,700 lbs.GVWR NA NA JLl Electric brake controller $274.00' $274.00' JL1 2 Requires Z82 irailer.MmpackW 2 Traction control Std. Std LT Manufacturer's model upgrade package(specify pkg.bid) $4,700.00' $2,453.002 lCx LT Pkg I CK10543 2 CUST0M1nch&*j:Floor man,rubbereed iftlfroni,Remote Keyless Envy Floor mars rubberized Flowl reap-,Glees,deep-dwed Afternalor.170 ant%Floor cmwring,color-ke)wd carpeting,Grille,Body color bars. 7hansfer case,single 4wed,Seats,fimi 40120140 Wit-bench,Crume cmurni,electronic 2 Speed control Incl. Incl. Page 1088 of 1324 VEHICLE: Silverado 15001 { 543) DEALER: Big Bend Chevrolet Buick Big Bend Chevrolet Buick Big Bend Chevrolet Buick Alan lay Chevrolet Buick GMC Cadillac ZONE- Western Northern Contra] southern BASE PRICE: $26.339.00 $26,189.00 S25.689.00 $26.264.00 Tilts wheal Stil Std DOME Passenger dome lamp Std' $229.002. DOME 2 Pqwt Light$239 1 FacfM,dam 1i is standard Additional 5'REF0RTMGHT&aler installed. 2 Bucket seats in lieu of bench seat NA NA2 (A2XTHOU Seat aiguster.ifilivr 10-waypower inchubag lumbar. With Jet BAwk Cloth Seat Trim $294. Mequims(ZLO Rest Conrenlence Pachap or M Cormemence Package and(K14)110-iwit ACpawer outlet and(M)120-rah bed-mounted power outlet)-or-(DRC-Dealer remmv centermcdon learing barefloor ADD$110)-add-(CC-MC-14-Troy Av&x1s 14"co nsole with vehicle spectfiejlloorplate,4'dual internal cupholder,3"shollair comole troy,(3)12 V DC oudea,height adyustable 5 W"arinrest.and blankfiller plates. $740)-or-(MWMP-2 -Proifixts 20"wide bait,console with whicle*vvifiefloorplate,4WD shUhrrentout,40dual inter nalcWholdor,3"s !1 console tM-,(3)121'DCoudets.height atUus 5'x8ff arturest,and blank fillerplates.$980)-or-(t7C-W80S-l6-FB-D-cy Products 16"wide bod5.console with switicle apeefflefloorphar,4'dual Internal cWholder 3"s console viVk(3)121'DC autleu.9"fiddedfile b=at rear console with 7a2p teatpad,and blankfillerplates.$1075,ruipdres NL7FJ***4zec05-apney B30 I Carpet in lieu of rubber floor covering $".Go, $99.00 2. B30 2 C01j",Ke)wd mpeling w1rabber&edfloff mats. 2 Floor mats $199.00 NA? lnch&*d and Onb®Available with option B30-or-(WTF CRW-Weather Tech HD moldedfloar fiffer system for crew,cab configuradog includrsfivight and installation$329.requires NQH.)2 AKO 2 RDeep tinted glass $199.00 $199.002 FactM-Deep nut Pear W1a 0*-or-(DT2-Deals#-installed SolarGuard drep linifibn an driver and pan doars$149)-or-(DTF 4 TRK-Dealer installed SularGuard deep tint on all door and rear ivindow glass$279)-and-(WTP-add$49for SolarGruardwimblifeldsm:P).2 Sliding rearwindow NA NA? (r49-Rew-WMdmv Dejbgger$234) 2 AM/FM radio with single CD NA NA UE1 On-Star $174.00 $174.002 UE1 2 OnStar(Addanceplan for6manths,incluaYngAidanzatic CrashREsponse,Stulan;EhicleAssists nce.Roadiide Assistaner,Tlarn-by-TurnNarWodon,AdivvicedDiagnostics and mare(Wal=hdesilands-Free Calling minutes)(Retall orders recerre limited seiTice trial Vair ww1r.onswwainfar mvtails and system limitations.Sersices-.wiy b3-in&*1.OnStar am as a link to existing eme rgency rs® prorldei s.Not all ithicles may transmit all crash diva)2 Satellite radio NA NA Side it bags Std Std RVQ Cab Steps $724.00' $724.00' RVS 2 LPO,Black tubular assist sleju,4"round-or-(RT'Q LPO,Black tubular assist slqw,6'reetytigular$724)-or- aW CRW-DealerprovidedAries 3"black round cab itepsfor crew cabpickW S525.00) 2 K10743 2 Long bed in lieu of short bed $300.00 $799.002 Upgrade to 157"WB with 6.3'bed la an crew cab. 2 L-SPOT 2 Left-hand pillar mounted 6"spotlight with clear halogen bulb,dealer installed $750.00 $520.002 Unity Invandement left hand spot Amp.-add-(LED-Add S225for dealer thstalledLED bulb) 2 LR-SPOT 2 Left&right-hand pillar mounted 6"spotlight with clear halogen.bulb,dealer installed $1,500.00 $1,050.002 Unity imandrarent left and rot hand handspot lamp.-add-(LED2-Add$450 for dealer installed LED bulbs) 2 RS 4 2 Vent visors-stick-on style $199.00 S1 Weather Tech sfick an vent vism-sfour doors.(3145 dijver4,a&seWrdborgja&,onb) 2 Page 1089 of 1324 VEE11CLE- Silverado 1500 IWT(CK10543) DEALER: Big Bend Chevrolet Buick Big Bend Chevrolet Buick Big Bend Chevrolet Buick Alan Jay Chevrolet Buick GMC Cadillac ZONE: Western Northern Central soudwrn RASE PRIM $26.339.00 $26,199.00 $25,689.00 S26164.00 RSF 4 2 Rainshields-flange style $199.00 $lg9.002 Wea&r Tech flarege s ralmhfeldr.four doors.($145 &tmr1poeseagm.door glais only) 2 BS 2 Bug shield 2 $249.00 $199.002! Dealer-installed Weather-Tech biigskichl hoculproleclor. Trailer tow miffors NA NA 2woo .002 Wrap-around grille guard $989.00 $995 WestinSpoeumairlSterling mkicle Vecy?c wrap aroundgrille guard a&$300far Winch Mount Plate 2 ATB-LP-18 2 Aluminum tool.box $729.00 $509.00 2® Deoxer provided HD Anted canAluminum durmondplate lonv pro foul box 18"Dipth.-OR-(FNTSS-85 gallon UWfiml x mat combo with L-shaped tank tool boo;13GAWFill-Raefiml irmuforparrIA f1her,k0e. n=le.and GPI inhire digitalflow emiter-fin,use in short bedPUor ll lib- 82023j-and-(SAFE-T- Amerex Sib Fire extinguisher,First Aide Oirb-flist aid kit,andKingdames&Co road alangles$359)-or- (3BOXSWB-Includes URN standardinrl t 18"detith saddle box with single lid and(2)bedroll mounted UWY standard height side tool baires 81354). DBL 2 Bedliner $399.00 $325.002, Dealer provided plastic Bedliner 325 2 CGN 2 Spray-on bedliner(Rbino,Lirns-X or approved equivalent) $525.00 $494.002 Factory onfered onb-1khr spray limp.-or-(SOB-Scorpion HD dealer installed spray on bedfiner$579)-add- EC-711OSeal aujobody rabberted undcrbat,covehig$650)2 Tow hooks Std Stel Z82 DB2 2 Class IV hitch and ball $495.00 $494.002 Factory ReceiverBlich 714 wim conneretar-,with Rigidih-air bar2"ballpin andclip-or-(M2 132B- Factor)-ReceiverBlich 714jem wire connector,Rigidifivw 2-5116" ll andchp$494.)-or-(CLI17M -Dealer Provfiled RigidHD class NZY'recriver,7pin wiry haritess,soltd strel shank itraw,bar,2&5116" ball,pin&clip$670.)-and-(PTL-Upgradefivm standardibaer bar-&ball to 2"ball-phille book combo$169) -and-(PTL2-Upgradefromstandard draw bar&ball to 2-5116" 1r mite hook combo$1 6 2 8KW 2 9,000 lb.winch with remote $929.00 $1,195.00' Warit VR8000 nvowry wench with remote.80001b.(Requires wrop around grWl with winch moue1*10). 2 2 Z82 JL I DB2 Heavy duty towing package up to 5,000 lbs.with appropriate hitch NA $769.002 Factory Recelver Bieck 714pin wire connector,Electronic Braft Controller,Draw Bar.2" 1l,Pin,and Clip. .a)'-rA2 JL1 D2B-FactoryReceleir Bieck 714 pis wire connector,Electronic Brake Controller,Draw Bar, 2-5116" all.Pinand Clip$769) 2 L82 GU6 MI Heavy duty towing package up to 7,200 lbs.with appropriate hitch $384.00 '$2,164.002 Z82 D2B 2 Includes.L82 5.3L TA 3:42L Rear Dffierendal,Eleceranic Brake Conaallep,FactM-Receher hitch.71 4 were connector.Draw Bar 2&51169 ll pin and cUp. 2 NZZ I Skid plates $149.00' $99.002 NZZ 2 Md Platea-or (Z7.1 Off Road Package Includes Off Road suipension (M)Hill Descent Coneral (NZF)skid plates,(1047)heat o,air cleamr,(771)hard Wge,(NQH)Tran*r cars.Apo-speed electronic Aujon-ac with roany dial control,(PLV 111hrels.18'x&5"(45.7a 21.6c Bright Slhvrsed aluminum.(M) 77m.LT27516SR18C MT blackwall Gooi&ar Wrangier DesvTrac $2089) 2 FTC 2 Fiberglass tonneau cover(painted to match) $1,499.00 $1,695.002 Dealer pnovided Ramch Som Wropf7bgrglass romeemir covei�-add-(M 1200-1.2001E capacity Cargo Ean bed slide with rubber mot and 4"Sides$1338)-or-(ML1500-1, l capacity Cargo Ease had slue with rubber awl and 4" es 81776)-or-(R-N-L-fioll- ividole afflc t correr 81795)2 ECHO 2 Fiberglass cob high topper with fiont side and rear windows(painted to match) $1,899.00 $1,965.002 Ranch Echo topper withfixedframedpicture w' vs.-or-(ECHO-WD-Ranch Echo topper week side,access winilbari$2070.)-ar°-(SZERRA-M-Ranch Mena topper with lid aides$2180.)-add-(FCH-LR-nucAtir aluminum roof rack to with Aro crass bars&4 c4ustable land slope$995,P Daytime running lights Sid Std Page 1090 of 1324 VEIUCLE: Silverado 1500 1 WT(CK1 0543) DEALER. Big Bend Chevrolet Buick Big Bend Chevrolet Buick Big Bend Chevrolet Buick Alan Jay Chevrolet Buick GMC Cadillac ZONE: Western Northam Central Souffiern BASE PRICE: $26339.00 $26,189.00 $25,689.00 $26.264.00 Immobilize daytime running lightg NA NA RC5 ' lAll terrain tires in lieu of all season tires $394.00, smoolz 2 TFrw.LT265170,R17Ca11-4m%ft b1t QDV 0 ,77rq,P26517OR17afi-fentzin.blackwall'passeager dre"-or-(RC5-Tires,M65170RVCall-ferraly, blacklyall mLigh,Truck Tire*$394) 2 N2 2 Nitrogen filled tires including spare tire $1".00 $169.002 Midbox body option NA NA LEER DCC Steel truck cap NA $3,940.002 Leer Dehas Ahummw Commercial T (WHITE).23"High,with cadable locksjoantpictone whida%fidl length sisk scars with driver andpasss side tool bows including I vertical and I borbontal dirldrr,rear kft up dow wirkpicture windmv,haider rack 20"12v LED Interior fig*9 bar,LED brake light -and-(SWRVG- Upgi ads to doublesiving barn do=wl vertical glass on rear in lieu cfstandard I#?up door$449"alundman top,only**) 2 HAR 2 Cab shield headache rack(protects back of cab) $299.00 $597.002, Mehicle spedfic va-dMl cab shielA installed-and-(91006-lot bar bromfingfeet$125J-and-(TS-crws b4,jwj bm mouming Idt$100j 2 1 BMR-PU 2 Pipe rack w/expanded metal basket over cab(for pickup bad) NA $1,255.00' Bitrars modularpowder watedmwk rack does not luA erpamiedmietal barkre mvp cab-add-(2RK -tows rack jir)for loadsecurement$130)-or-(1200ATR-Weather Cniard ahwunuar material rack $1330.don not inchuls ex stet basket over cab)-add-MILS-Addsi&rails to the 1200ATR,add $1065)-add-(CROSS-Add wu additional aws member to the 120 R add$225). 2 Pipe rack w/expanded metal basket over cab(for utility body) NA NA WG1450 2 Single ladder rack side mounted(specify street or curbside) NA $950.002 Weather Guard 1450single aide mounted 1 rackfargekip.-or-(WGI425-3- as ti singk sidir mounted ladder rackfar ullftly bo&*es,$1 185.) 2 1 2 VK3 Front license bracket $39.00 NC VK3 2 F.tory Onid(D&prded$79) 2 5W4 I Optional equipment-specify $1,711.00' NA Special Sertice Packare I VOZ I Optional equipment-specify 1$1,099.00' $229.002. 3BLS 2 3fold hard conr I 3rd Bouke Lot S*0,Pubs(Pulks Ad Brake Light(4)dow apon application of brakepedd to increase driver awareness hi you when slWing 2 PQA I Optional equipment-specify $1,139.00' NA ,W,O,PackW I Optional equipment-specify NA NA Optional equipment-spec* NA NA Labor rate per hour $95.00 NA NTag I New state tag(specify state,county,city,sheriff,etc.) $248.00' $248.33' NEW-TAG 2 lwhdes ren to tag&tw®o way ompno,shlipingfin.signaftuT. 2 Meg Transfer existing registration(must provide tag number) $198.001 $19S.S52 2 1 1,..p W&n,. .y_w_ighj&hjAWHgfor signature. 2 TRANS-TAG TTa9 1 2 Temporary tag $49.00 1 $45.25 2 TENIP-TAG Maintenance Ian-specify NA NA Page 1091 of 1324 VEI-HCLE-• Silverado 1500 1 WT(CK10543) DEALER: Big Bend Chevrolet Buick Big Bend Chevrolet Buick Big Bend Chevrolet Buick Alan Jay Clievrolet Buick GMC Cadillac ZONE: Westaln Northern central Southern BASE PRICE: S26,339.00 $26,189.00 $25,699.00 $26.264.00 Maintenance Plan-specify NA NA Maintenance Plan-specify NA NA 94/100 1 warminty-specify $2,800.00' Incl.2 AMW 2 84 mombs.100,000 miles All VENDOR INSTALLED iftrinarket equipment subject to 1, r0s owb,wanvirry FOB Alan Jay Fleet Promising Censer,Sebring FL Verence M Contract Terms and Conditions 9.16-Vendor humalled-NOTE *DISCLAIMER**Aknobefurer Wra&packmps,options,and dracriptimu based on 10fi on in-ailable at time of bid opening and are sulycel to chimp by n unufacewwr witho ur notice)"for" 84/150 1 Wananty-specify $3,430.00 1 1$1,780.002- OSS75 2 84nionths.150,000 miles Chevrolet P: cd Plan SIL MER Sp-w-75,000 miles with disappearing$100 DmIuctible-or-(GP575 Chevrolet Protection Plan PLA TINUM53v-w-75,000 suiles wilk dirappesving$100 Deductible$20m) **(ADD$500 FOR NON-pURSUrT EAERGENCy ME SURCNARGE)*** 2 120/100 1 Waffanty-specify $3,183.00' $3,610.0 2 OP6100 2 120months.100,000 miles Chevrwler Protection Plm PLATINUM 6)r or 100,000 miles ivith!xrwdng$100 Dedix0le.***(ADD $500 FOR NON-PURSUITEAMRGENCY USE SURCHARGE.)0*0 Page 1092 of 1324 PUBLIC WORKS DEPARTMENT REQUEST FOR PURCHASE ORDER Date: J 10/17/2018 Acc .: 1 501-2515-591.64-31 s ' Contract specification 5 y: Bill Darty e v Pte , ., le t Apply ly Division /Supervisorr1: v Divb1on Charged: I e=UfflitiesEn'Qincchn-�7 Replacing: 1 r Alan Jai Fleet Sales No. Contact Person: Chrimn Self its; Fax#: 863-402-42211 ke : - QTY PRICE UNIT DESCRIPTION ITEM# COLOR SIZE TOTAL Chevrolet 1500 _ 21, $21,644.00 644.00Ext.cab 55 t 1 5,556.00Each options � t c � $5,556-33 ri ote Vendor Name TOTAL $27.200.33 Page 1093 of 1324 f r n - Call Usfir4 for di ofyour Fkd Aulomofive, t Trwk nee& Quoin PRONE(800) JAY 52 529) DIRECT Corporaft 2003 U.S.27 South MOBILE3 ilin P.O.BOX 9200 Offlcili Sebring,FL 33870 FAX 1 d Sebring,FIL 338714200 ORIGINAL DREVISEDQUICK QUOTE SHEET 110112=11; 111712018 REQUESTING NCY BOYNTON BEACH, CITY CONTACT PERSON WILLIAM DARTY EMAIL DAUM0111111iIII&IM PHONE 561-742-6215 MOBILE FLORIDA SHERIFF'S ASSOCIATION BID #'s FSA18-VEL26.0 wwwllsheriffs.org MODEL CCIS753 SPECIFICATIONas 2019 CHEVY SILVERADOCLASSIC DOUBLEC 1500 1 T 2WD PAGE# 1008 CUSTOMER ID BASE CT PRICE I'll AN vehicles wNl be ordered white tis/darkest interk r unless cte8rly stated diherwise on purchase order. OPTIONSFACTORY I I _ 2Q EXTERIOR C SUMMIT FII WITH H-! K ACCENTS l TRI INTERIOR $0.00 F WH.___-______-_____-•_-_-----__---_-_---______-______-________________________________________________----___________________-___-____ --------------------L83 M YC a3L I Fuel anage ent i et Inj ions riable tI Ings 720 ba ,6, Ib R,3.013 r le $0.00 ratio,and external trans/oll cooler with 6-speed automatic transmission.1355hp I torque).INCL WITH 2019 MODELCK15753 ---------------------------------_--------------------------------------------------------------------------------------------_..... ....._.._..____.____: LOCKING REAR DIFFERENTIAL $394.00 ----------------------- ..............mama--mamma.mama......----...mamma_......mammae_°®_m_m......_®®------------------------------------------------------- -------------------- 3 FACTORY CK U A $137.00 _______________________ ___..__.____.._._._............._..._._.................................__...._.___...._........_......_.__._._._...............____ ___________.______- C FACTORY ORDERED SPY ON LINER •.____®__00.0___0__ ____ _________ ---------------------------------------------------------. . .. .___ _. _m _____00__0.0000____. ._m_____.._..... P PL P WINDOWS LOC (INCL)-Do Include ss E Remotes- $0.00 , -- -------------------- ----------------------------------------------------------------------------- -----------------------------------•--- --------°mamma mamma-------------- J O F Receiver Itch 7/4 pin wireconnector,Electronic Controller, w Bars 2"Ball,Pin,and CJIp. $369.001 .. .. ............... ------------_--_-------------------------------------------------------------------------------------------•----------•----•--..._-- .........-•--•---- E CK UP { 0} OPTIONSFACTORY 1 DESCRIPTION ,394.00 CONTRACT OPTIONS AT -LP-16al r Provided Aluminum iamond Plute Low Pro Tool Box 18"Depth. W9.00 ----------------------- ------------------------------------------------------------ NEW-TAG N CI TAG(Induct m two y overnightshippingr signature). $248.33 _______________00.0.0.0 ____m____mm______mm____m__________mm_____m_-___._.__--_-m.-..m_m..,.__.__.._m-m.......m.mm.m.mm._m_mm.__.m..__.............m__-_____ m___m_mm__m_______- 006-121 PU Xantrex 10ODw Pure Sine wave Power Inverter mourrtad behind passenger seat or ander rear seat curbside,Includes $665.00 808-9001 Xantrex user control/Ignition controlwitc mounted dash. ----------------------------------------------------- -------_._..------ -V 1 RAM VEHICLE SPECIFIC NO-DRILL LAPTOP MOUNT,INCWDES FREIGHT AND INSTALLATION. $515.00 ..... -----------i ;...•. ..........................................................•--•..........._....................... .....__.__.... .......................... . IK WhalenLlbe II to light r,Amber,with rap kit. 2,1 ___ m_________________ _-___m__mm_m_____mm_mmmmmmmmmmmm--m______m_mm____m__mmmmmmmmmmmmmmmm_______-_______________________________________________-____mmm. 000.00.0__ _______ P HELEN 6- I HCONTROLLER $100.00 - .................................... T S $4,162.33 TRADE IN _. T $27,200.33 YES WE TAKE TRADE INS ABOUT MUNICIL FINANCING $0.00 , TOTALLESS TRADE IN(S) CITY 1 $27,200-33 Estimatedn I payments for 60 monthspaid I $5,983.42 ni ,'�sl finance for ai�v essential use vehicle,renuireslender aq.,proval,WAC. Comments VEHICLE OTE Y CHRISTY SELFhria I g0 y& "f Want to be Ykw Fleet r" 1 appreciate the oppatimity to submit this quotedon.Pilesse roview It careAdbe. if Uwe as any onors or changes,pWn feel free to contact me at any B I am obveys happy to be of assistance. I FSA-BOYNTON BEACH,Ci F-CC1S75 17042-2® uoe. f Pae 1 of 1 Page 1094 of 1324 1 FLORIDA CCRJNTMAMMIATHYNCR FLORIDA SHERIFFS ASSOCIATION & FLORIDA ASSOCIATION OF COUNTIES 1/2 TON EXTENDED CAB PICKUP TRUCK - 4X2 SPECIFICATION 2019 Chevroletie ( 1 ) ChevroletThe ilver 150 1 (CC 10753)purchased through this contract comes withl the standard equipmentspecified by e manufacturer fbr this model a vehicles i tions)requirements whichclue n e a part of this contraefs vehicle base price as awarded by specificationy zone. ZONE: Western Northern 1 Southern BASE PRICE: $21,694.00 $21,594.00 $21,594.0021, While the Florida SheriffiAssociation lori Association of Counties have attempted to identify include those equipment items most often requestedparticipating agencies fbr fall size vehicles, l' equipment a and prefereflCeS RM BOIng vary from agency to agency.In an effort to incorporate flexibilityinto our program,we have created specific add/delete i allow the purchaser to tailor the vehicle to their particular wants or needs. The followingequipment l i related viassist you in approximating the total cost of the type vehicle(s)you wish to order throughthis program.Simplyof any of the fbilowing equipment items you deletedwish the base unit or add the cost of any equipmentitems you wish added to the base unit cost to determinethe approximate cost of the type vehicle(s)you wish to order. NOTE:An official listi of all add/delete options and their prices should be obtainedthe appropriate dealer in your zone preparing your order.Additional add/deleteoptions other tim thoselisted a a available through the dealers,however,those listed here mustono a dealers in your zone at the stated prices. Page 1095 of 1324 VEHICLE: Silverado 1500 1 WT(CC10753) DEALER- Alan Jay Chevrolet Buick Alan Jay Chevrolet Buick Alan Jay Chevrolet Buick Alan Jay Chevrolet Buick GMC Cadillac GMC Cadillac GMC Cadillac GMC Cadillac ZONE: western Northern Central southern RASE PRICE: $21,694.00 $21,594.00 $21,594.00 S21,644.00 Order Code Delete Options All Zones AM/FM stow radio NA Air conditioning NA Power Windows and Door Locks NA D ZLQ Keyless Entry ($350.00)': Delases:Meet Convenience Package includes(AQO Remom Ke)iws Ehiiy®QM)power lock and release tailgate with kfi aw&4 X34)cruire a and PLF)outsidepatoper mirrors M Full size spare tire and rim ($15.00)' 4wv it-beet,con-ter and look delete Deletes dw base*are whee4 carrier and PF)lock Does nott deletejack or tooli (Requires(M)pick op box.Not available with(5 1)2 additional kepfor a sing?e key s)-stem,(OOA)Spare wheel upgrade or(6M)spare fire.)*CREDM Programmed Key Fobs NA Order Code Add Opfions All Zones L93 MYC Engine upgrade-specify $1,394.00' Engi"e.S.JLEcaTec3V8(355hp[26SkWI@5600rpm,383lb-pofroMw[518Nml@4100rpw) I Engine upgrade-specify NA FHS Bi-fuel model-specify $99.00 1 'CNG model-specify NA CNG conversion(discuss with dealer) NA LPG conversion(discuss with dealer) NA Battay,650 cc a or greater Std 730MAFI D battery stantlard,-m-(DRYCELL-Dealer provided Optima RED TOP drycall batreq replacesfact ory lead arld batier v$379,rach) Dun]batteries NA 7,700 lbs.GVWR NA JL1 1 lectric brake controller $274.00" P--qufra 282 trailer low package Traction control Std G80 Limited slip differential $394.00 i Locift rear iffferential I AMTM radio with single CD NA Bucket seats in lieu of bench seat NA (A2XIHOU Seat ajuster.Myer 10-viaD,power including lumbar.Wilk Jet Block Cloth Seat Min.$294.(Requires(ZLQ) Fleef Cmvenzence Package or(M)Convenience Package and(M)I I 0-voll AC power outlet and(M)120- It bed-mouart edpower outlet)-or-(DRC-Dealer remove center section leaving barefloorADD$110)-or-(DRC-Dealer remove center section leaving barefloorADD$110)-add-(CC-W-14-My Products 14" ole with vehicle xpQ?c .floorplate,4"dual internal capholder,3'shallow console (3)12Y DC awicts,height to le 5"x8"armrost,and blankfiller plates.$740)-or-(W-WBBP-20-FS-My Products 20"wide body console with vehicle 4mciflefloorplate, 4WD s cutout,4ffdual internal copholder.3"s ll emote tM.(3)12VDC outlets,height a#urtable Rxi?" armrest,and blankfillerplates.$980)-or-(CC-WBOS-16-FB-Troy Products 16"wide body emole with rehiclespecific !floorplate,40dualtut ernal caphol&r.30shallow console M(3)12t' C ouileui®9"liddedflie box atrear console with large frotherpad and Nankftilei plases.$1075.mqof NQF)**-5prcVy agency nodiofarfaceplate(s)"* Page 1096 of 1324 VEHICLE: Silverado 1500 IWT(CC10753) DEALER: Alan Jay Chevrolet Buick Alan Jay Chevrolet Buick Alan Jay Chevrolet Buick Alan Jay Chevrolet Buick GMC Cadillac GMC Cadillac GMC Cadillac GMC Cadillac ZONE: Wastern Northem Centml Southern BASE PRICE: $21.694.00 $21.594.00 $21,594.00 $21.644.00 B30 Carpet in lieu of rubber floor covenng $99.00, Col ar-Keyedcarpefingis,lrmbberived j7oarniats. Deep tinted glass Incl. Factory Deep Mr Rear Wiednv Only-ar-(D72-Dealer installed SohnCruard deep flat lar on ddwr andpass diours $149)-or-(D7F 4 7RK-Dealer installed SalarGuard d fiertfiber on all door and rear whedom-glass$279)-and- P-add$49jbr SolarGuard windrMeld's it*). I Floor mats NA 1whided and Only Available with oplon B30-or-(WTF CR W-Weather Tech HD ruokkiflour finer stern for Crew cab cmfiguradcA includeafreight and installation$329 requires Rt H)I ICX C10753 Manufacturees model upgrade package(specify pkg.bid) $2,696.00 I lCXCUSMMpackzV includes:Seaueftiont 401201400i"encis,Glass,deep-dined,Recovery hookfivirl, Omme-mounM4 black Ff"mars,rub beric-edvie0i.frant Floarmon,rubberized YjM4 rear,Cruise control,electronic, 'GMIs.Ba&5-color bars,Alternator, 170 anW,Remote Keyle ,Floor covering,colbiqwyed carpeting UE1 On-Star $174.00' 'OnStar Guidance phurfor 6 moralix rwhafteigAutomatic Omsk Re4winc Sta 1ehicle Assistance.Roaddile Assistance. Twii-k-Turn lir imWerhon,Acel Diagnostics and more( at exchiefirs Handr-Free C1eeg whrula)(Retail m*rj receive findredservice trial. lisivinna.unsiff.com,dor coverage nW,details and'systra;limitations.SerTices vary model.Oaftr acts as a link to existing emerprio-serviceproviders.Not all vehicles may trunsitit all crash dara)'T DONM Passenger time lamp $229.00 1 Dealerinstalled5"munddanue lamp in addition tostardarefteldele readimp1dome lkhting Satellite radio NA Heir bags Std Sliding rear window NA (C49-Rear Window Defogger$224) Speed control Std Tilt steering wheel Std RVS Cab to $724M'_ LPO.Black nebular assist steps,4"round-or-(RI'Q LPO,Black tubular assist steps,6"r ct ar$724) ;;3 CRW-DealerpravidkdAries 3"black round cab stepfffor crew cabpickup$525.00) 9KW 8,000 lb.,winch with remote $1,195.001 Nam YN000 romwrj which with rentals.80001b (Requires wrap aroundgrill wide wurch stn urtfplafie). ATB-LP-19 Aluminum tool box $509.001, Destet provided HDAmerican Alaniman diamondplate lowpro god box 18"Deprh.-OR-(FN7°85-85 gallon Mfiel n tool combo with L-shapedfitel tank tool bas,13GPM Fill-Aftefirre 1ran*rpuV,filter,hose,nazrk,and GPI infine dkitafflow meterfar use in short bed PU or UU11V body 32025.)-and-(SAFE-T-Aim=Sib Fire esfingidshdr,First Aide Onlyfirst aid h4 and King James&Co road tdaWks$359)-or-(3BOXSWB-1 t a UWS standard height 18" dEpth saddle bw with shight 11dand(2)bedraff mounted Mstandard height side tool bmes S 1354). SS3 Backup alarm,factory installed $137.00' Factiny histafled ship urphWgwif,97 db bwkWalow. SFW BUA Backup alarm,deWer installed $205.00'- Back-tip alarm calibration This calibration will all installation fan afteremu*1 back-ge;alarm by disabling rear perimeter lighting With Dealer Awrided Fakral Back Up Alarm. DBL Bedliner $325.00' Dealer ProvidedPhudc Bedliner BS Bug shield $189.00, :Dealer provided Weather Teck Mack bug shield hoodprotector Page 1097 of 1324 VEHICLE: Silverado 15001 T(CC14753) DEALER: Alan Jay Cbevrolet Buick Alan Jay Chevrolet Buick Alan Jay Chevrolet Buick Alan Jay Chevrolet Buick GMC Cadillac GMC Cadillac GMC Cadillac GMC Cadillac ZONE: Western Northem Central Southern RASE PRICE: $21.694.00 $21,594.00 21,3 4. S21.644.00 HAR Cab shield headache rack(protects back of cab) $597.00' Vehicle specUlc naM11 cab shield.Installed-and-(91006-light bar nummingfeet$125.)-and-(TB-cross body to box Mounting hit$100j I DB2 Class IV hitch and ball $94.001.' Draw Bai-2"Ball Pin and C149 with Facroty SYardwd Trollering equ4mem includes trailer hark 7-pin and 4 i Daytime running lights Std FTC Fiberglass tonneau cover(painted to match) $1,695.00'1 Dealer provided Ranch 45,bort Mropflbeiglaw ronneau coven-add-(BSLI200-1,2001 capacity Corp Eam bed slide with rubber mat and 4"Sides$1338)-or-(M.1500-1.5401b capwity Cargo Eaje bed slide with r mat and 4" Sides 81776)-1.-(R-N-L-Poll—N—Lock rehick Wecific lockable cover(1795) 1 ECHO Fiberglass cab high iDpper with front side and rear windows(painted to match) $1,965.00 Ranch Echo topper withfEwdfimmed picture wt ®a.-or-(ECHO-WD-Rawh Echo topper with side access windoors $2070.)-or-(SrEM-SS-Ranch Sierra topper widt solid side&$2180)-add-(FCH-LR-7racAac aluminum roof rack sjuiew with two cross bars&4 a4intable loadstaps$995.)1 VK3 1 license bracket NC FacrM-t7 red(Dir id $79) 1 292 JLI DB2 1 eavy duty towing package up to 5,000 lbs.with appropriate hitch $769-00 fbcrr Hitch 7/4pin wire connector.Electronic Broke Controller,Draw Ban 2" Il.Pin,and Clip.-or-(Z82 ZI D2B-FacIM-Recehvr Hitch 714pbr~vire comwelan Elachonic Brab Conm2fler,Draw Bay-,2-5116"Ball,Pin,and Clip$769) 1 L92 GU6 090 Heavy duty towing package up to 7,200(bs.with appropriate hitch $2,559-00'. JLI Z92 D2 Inchules:L82 5.3L 1W,3:42 LockingReff Dffierentfal,ElectnonicBrake Cawroller,Fmy Receiver hitch,714pinwire connector.Draw Bar 2&5116"Mipin and clip. Immobilize daytime running lights NA L-SPOT Left-hand pillar mounted 6"spotlight with clear halogen bulb,dealer installed $520.00' Unity incaneirscent lf[amp.-add-(LED-Add$225 for dealer installedLED bulb) LR-SPOT Left&right-hand pillar mounted 6"spotlight with clear halogen bulb,dealer installed $1,050.00 Unto-incandescent left andrighr headband spot lamp.-add-(LED2-Add$450far dealer installed LED bulbs) Long bed in lieu of short bed NA Midbox body option NA N21 t Nitrogen filled tires including spare tire $169.00 1 BMR-PU Pipe rack vilexpanded metal basket over cab(fbr pickup bed) $1,255.00' Biovrr modular powder coated owk rack does not include expanded metal baL-1 over cab-add-(M-BMrj rack s&V(pair)for loadjecuremeat$150)-or-(1200ATR-Weather Guardalmothum material rack$1350,does not include &Vended metal basket over cab)-add-(BALLS-A dd st*rally to t.W 1200A TR,add S 10 63)-add-(CROSS-A dd am additional ctws member to the 1200.4TR add$225).1 Pipe rack w/expended metal basket over cab(fbr utility body) NA WG1450 Single ladder rack side mounted(specify street or curbside) $950.00' Weather Guard 1450 s1 side mounted ladderrackforpickip.-or-(W01425-3-MewherGuardAhminum si*e side mounted ladder rackfw--utility bodies,$1185.) 1 CON Spmy-on bedliner(Rhino,Lin e-X or approved equivalent) $494.00 Fmy ordered onb,thin a limp-ar-AOB-Scorpion HD dealer installed spray on bed7iner$579)-add-(UBC- 27teScal aumbody nebberized xuderbady coaft$650) Page 1098 of 1324 VEECICL.U: Silverado 1500 IWT(CC10753) DEALER: Alan Jay Chevrolet Buick Alan Jay Chevrolet Buick Alan Jay Chevrolet Buick Alan Jay Chevrolet Buick GMC Cadillac GMC Cadillac GMC Cadillac GMC Cadillac ZONE: Western Northern central Southern BASE PRICE: $21.694.00 $21,594.00 $21,594.00 S21.644.00 LFIER DCC Steel truck cap $3,480.00 Leer It Aluminum Commercial Topper(WHITE).23"High,with codable locks.frontpicture window.full length side more with driver andpassenger side tool hares iwlmft I vertical and I hore-onad dividirr.rear Iffi qp door withpicture windmr.ladder rack 20"12Y LED interior fight bar,LED brake light -and-(SIVING-Upgrade to dioubleswing barn doors w1verricalglass on rear in lieu efskuniard lift W dow 1449"ahaul 1W on&") V76 Tow hooks $49.00 Trailer tow mirrors NA R.SF 4 Ra'ns hields-flange style $189.0011 Weather TflaW style rainshiehhfou daor&($145farftaw i6trer door glass ono) WGG Wrap-mund grille guard $995.00 1 Wtunn*oruman ISterfing vehicle apecoc wmp a' file guard add S300for Winch Mow Plate. RS 4 Vent visors-sic style $199.00 1 Weather Teck sifek on vent visors.four doors,($145far fivat driverlpassenger door glars only) Optional equipment-specify NA 3BLS Optional equipment-specify $229.00' Jrd Broke Light S*fy Pulse(Adars 3rd Brake Light(4)times upon gApfication of brake pedal tai driver awareness behindyou when stapingo Optional equipment-specify NA I y NA I arj-not,daml be offended by the question, TEMP-TAG Temporary tag $45.25 1 .TRANS-TAG Transfer existing registration(must provide tag number) $199.85 hxlWes UMP tag&two way MmAghis i signo010. NEW-TAG New state tag(specify state.county,city,sheriff.etc.) $249.33 Includes leap tag&AVO way overnight shippingfar signature. Maintenance Plan-specify NA Maintenance Plan-s i NA Maintenance Plan-specify NA AMW I Wa=ty-specify Incl. All;WNDOR INSTALLED gfie equipment subjea to I yearparts an&warrano,FOB Alan Jay Fleet Processing Center.Sebrft FL.Reference FSA Contract Ternram nd Comftanx 3.16-Vendor Imariled.-NOTE-("DISCLAIMER" ManVactureray%,radepackagat options,,anddescrfwons basedon normation mailable at at ofbidepeningandair subject to change by atonqbeturer wit houtnotice.) GS575 Warranty-specify $1,649.00" Choprojet Protection Plan SIL VER 5jr or 75,0 miles with diniposaring$100 Deductible-or-(GP575 Charvief Protection Plan PLA77NUM 5X or 75,000 miles with&sa 0 rearing$100 Deductible$1856)**"(ADD$500 FOR NON-PURSUff EMERGENCY USE SURCHARGE)0*0 GP6100 I Warranty-Specify $3,276.00 Ch"ralet Protection Plan PLATINUM 6yr or 109,000 miles with di rang$100 Deductible."O(ADD$500FUR NON-PURSUITEMERGENCY USE SURCHARGE.) Page 1099 of 1324 Date: PUBLIC WORKS DEPARTMENT RE UEST FOR PURCHASE ORDER 11/05/2018 .: 1-2515-591.64-31 P.O. Justification: specification ,: ill Y e ent _ �. ' le AZ that.APS®1 ; Division e r -- RF Cap , Fleet K-9 Division Charged ReLi-lacmnent Other: Pohct-- v Fleetes 'spy Self Address: Fed ID : ...... : : Fax#: 863-402-4221 QTYLio—TAL_ 31,536. t $31,536.00 1 $2,646.33 op `o S� c _ 6.33 1 Black doors Vendor Namme ------------ i 4.1 2.33 Page 1100 of 1324 a ,r Call Usflrs4 for aff ofyour P7eet AuliamodW,&Light Truck need& Qucft PHONE(80 0)ALANZAY 5 -6529) DIRECT WVVWALANJAY.COM 1 2003 U.S. Sou MOBILE 9 sill ;P.O. O 0 I Sebring,FL 33870 FAX 1 AddronS Sebring,FL 33671-9200 ORIGINAL DATEQUICK QUOTE SIMETVIQUOTE 11912018 111 1 REQUESTING AGENCYT , CITY OF CONTACT PERSON IL DARTY EMAIL PHONE 561-7424215 MOBILE FAX FLORIDA SHERIFF'S ASSOCIATION BID Vs FSA18-VEL26.0 wwwAshed org MODEL CC76706 SPECIFICATION 0 06 2019 CHEVY TAHOE(IFLt8C1)-2WD PAGE 0 84 CUSTOMER ID BASE DISTRICT PRICE $31436.00 _ BEp>).Ef�GTH OR AN vahkiles wNi be ordered white W darkest►nferklr unless clearly sfafed oMeWse an purMase order. FACTORY OPTIONSDESCRIPTION GBA HOU BLACK EXTERIOR PAI WITH 1 K CH INTERIOR .00 1 _______________________ ----------------------------------------- _________________________________________...__...____---____._______ ............ L33 MMC 5.31.Active Fuel Management direct Injection,variable valve timing,77.0 CCA battery,6,6001b GV R,3.00 rear axle $0.00 ratio,and external t ns(oll cooler 6-speed automatic transmission.(355hp&383 lb-ft torque).INCL WITH 2019 MODEL CK15753 ____________________________________________________________________________________________________________________________________ __________..________ RKE REMOTE KEYLESS ENTRY(STD) %00 _______________________ __________________________________________._____________________________________-______________________.___________________________ .....______ ________, K7 6LED Replaces factory Incandescent:left handspat lamp with KERR Installed LED left hand spat light.(includes credit for 7 $70S.00 1 Ind In spec) ................ . _____------_e._______________------.._______________...__._________________.._.o..___-_-________--- --------- _.__ ...--------- .__; 5HP { }ADDITIONAL FACTORY KEYS FOR SPECIAL SERVICE VEHICLE $1"M .................... _______________________.._______________________________________________________________________________________..__....._______..__ ____________________, C1 IDENTIFIER FOR PPV Includes,(K47)hi h-ca c air cleaner,(K )170 amp high output alternator,(K46)730 cold- $0.00 cranking amps auxiliary battery,electrical power&vehicle signah for customer connection located at the center front floor.Auxiliary b m___________________________ ------------------------------------------------_---------------------------------------------_ ______________________....______..__ 6 additional remotes dealer provided programming ________________ ___ ®____________________________-_______. _________ --------- 91.13 9U3 I DIVIDU CLOTH SEATS iTH REF OR CENTER AREA ._$0-.0--0- --------------------- FACTORY OPTIONS CONTRACT OFrIONS DESCRIPTION TAG--- NEW CITY TA (INCLUDES E TA D7� AY OVER SHIPPING SIGNATURE) .33 ---------------- Y__ - _ __ ________________________________ -----______ ' j DOD DEALERTOTONE PAINT. VEHICLE ORDERED BLACK-- ITH DOORS ONLY TO RE PAINTED WHITE $1 AD ----------------------- L- ___ - ® ®_ --------------------- CONTRACT ____ ___ C T OPTIONS $1,&M.33 I TRADE I $34A82.33 Y_ . WE TAKE TRADE I.S — ASK ABOUT MUNICIPALFI NANCING_ $0. 00 TOTAL COST LESS TRADE IN(S) QTY 1 $34,182.33 Estimated AnI payments fbr 60 monthsI In advance. $7,519.29 Munlcli,al finance for a<<y essernial use vehicle,re#�ulres lender app= al WAC. Comments VEHICLE UTE Y CHRISTY SELF "1 Want to be Ywr Fleet Provildern I appreciate to subrnit this quotaffim.F%ese reviow It . ftthere any armirs or cherigIes,pilem feel fto to confact me at any . I am&&eye happy to be of aisdailanoe. I FSA-BOYNTON BEACH,CI F-CC1 706®17555- _Quote.pPae 1 of 1 Page 1101 of 1324 Q S� 1 [Fleet]2019 ChevroletTahoe(CCI 5T )2WD 4dr( ) r yrs r nuts Note:Photo may not represent exact vehicle or selected equipment. Window Sticker SUMMARY [Fleet]2019 Chevrolet Tahoe(CCI 5706) r CommercialMSRP:$46,700.00 lntedor:Jet Black,Cloth seat tri Extedor 1: I c Exterior 2:No color has been selected. Engine, L EcoTeo3 V8 WthI I Management.Direct Injection and VariableVaivenming Transmission, automatic.electronically controlled OPTIONS MODELCODE MSRP i [ Ieet]2019 Chevrolet ( 1 57 06)2VVD 4dr Commercial $46,700.00 OPTIONS 1 FL Commercial Preferred Equipment additional keys $41.0 1 Identifier for PPV ($3,935.00) KeylessAMF Remote nt ATD Seat delete,thirdr Inc. Seating,front 4=0/40 spilt-bench $0•0 This docurnent containsInbTration considered Cordidentlal beWimen GM and Its Clients uniquely. Information provided Is not Intended blic disclosure. prices, specifications.and evallablikysu to III without notice.and do rat Include In few.taI and charges M may be requiredor very by narrulacturer or regim. Porlarrmnoo figures am guidelines only,and actual parrormsirm may wary. Photoa may not represent actual vehicles or eI configurations. Content based on rqmd pre r' Input Is subject to the accuracyof the input provided. DeftVarsion: 00. D Upds 2,201 9' . Nov 4,2018 Pap 1 Page 1102 of 1324 M [Fleet]2010 Chevrolet Tahoe(CC1 5706)2WD 4dr( ) C5U GVWR.6800 lbs.(3084 kg) Inc. FE9 Emissions.Federal requirements $0.00 GBA Black GU4 Rear axle,3.08 ratlo $0.00 HOU Jet Black.Cloth seat trim $0.00 105 Audio system,Ow diagonal for touch-screen with Chevrolet Infolainmard K4B Battery,Auxiliary,730 CCA Inc. KW7 Alternator,170 amps, high output Inc. L83 Engine,6.3L EcoTsc3 VO with Active Fuel Management, Direct Injection and Variable Valve Timing MYC Transmission,6-speed automatic,electronically controlled NZZ Skid Plate Package Inc. CLAR Tires, P265/6OR1 7 all-mason. police.V-rated Inc. R9Y Fleet Free Maintenance Credit ($33.75) RAP Wheels, 17m x SH(43.2 am x 20.3 cm)steel,police,Block Inc. RM7 Wheel, 17"x 8"(43.2 orn x 20.3 cm)ful"Ize,steel spare Inc. VPV Ship Thru,Produced In Arlington Assembly Inc. V02 Fled processing option Z56 Suspension Package,heavy-duty, police-rated Inc. ZAK Tire,spare, P26516OR17 all-season,police.V-rated Inc. ZY1 Paint scheme,solid application Safety befte,3-point,drtver and front passenger In all sealing Inc. positions Capless fuel fill Inc. Door handles,body-color Inc. Instrumentation,analog Inc. Key,2-sided Inc. Luggage rack.delete Inc. Exterior ornamentation delete Inc, Power outlets,4 auxiliary. 12-volt Inc. Power supply, 10 auxiliary battery.rear electrical center Inc. TW*document contains Information considered CAaftential boWmn GIVI and Its Cknts uniquely. The InFormeflon proWded Is not Intended for public disclasurs. Prices, and avabblifty are sub W to change without rafts,and do not Include cortain fees,tiam and&arges that may be required by low or very by manufacturer or region. Peffarrmince figures are ques only,and actual peftrmance may vary. Ph may not represenit aftell vehides or winct pure n . Content based on report preparer's In Is subject to the accuracy of the In pmvkW. Date Version: UN. Dais Updated: Nov 2,2018 0:35:00 PM PEYT. Noy 4.2018 Page 2 Page 1103 of 1324 M [Fleet]2019 Chevrolet Tahoe(CC157 )2WD 4dr(48) Power supply,50-amp,power supply,auxiliary battery Inc. Power supply, 120-amp,(4)30--amp circuit, Primary battery Inc. Theft-deterrant system,vehicle,PASS-Key III Inc. .............. ......... ..... ...... ...... SUBTOTAL $42,847.25 Adjustments Total $0.00 Dastinaftn Charge $1,295.00 TOTAL PRICE $",142.25 FUEL ECONOMY Est CIty:15 MPG Est HIghway:22 MPG Est Highway Cruising Range:572.00 ml Standard Equipment Mechanical Engine,SAL EcoTec3 VS with Active Fuel Management, Direct Injection and Variable Valve Timing Includes aluminum block construction(355 hp[265 kWJ Q 5800 rpm.383 lb-ft of torque[518 N-ml 0 4100 rpm)(STD) Transmission.6-speed automatic,electronically contmiled with overdrive and tow/haul mode(STD) Rear axle,3.08 ratio(Not available with(NHT)Max Trallering Package.) Suspension Package,Premium Smooth Ride(STD)(Not available with(NHT)Max Trallering Package.) GVWR,7100 lbs.(3221 kg)( i 2WD model.) E85 FlexFuel capable Differential,heavy-duty looking rear Rear wheel drive Air cleaner,high-capacky Cooling,external engine all cooler,heavy-duty air-W-oll integral to driver side of radiator(With(gC1)Police Vehicle Includes heavy4uty oil-to-coolant in to ddver-slde of radiator.) Cooling,auxiliary transmission oil cooler,heavy,-duty air- II Battery.720 cold-cranking amps with 80 amp hour rating Alternator, 150 amps Tralleflng equipment Includes trallering hftch platform.7-wire harness with Independent fused trallering circub mated to a 7-way sealed connector and 2"trallering receiver Trailer away control Suspension,front colrshoclk with stabilizer bar This documerd oorftlna I conekkovid 0onlidefitlel between GM and b CINM uniquely. The Information provided Is rvA Intended for public disclosure. Prices, spaAcullons,and avallablilky are subject to chenge withourt notice,and do not Include onflainfees,oves and ctorges that may be required by low or very by manufacturw or region. Performimas figures are guidelines only,end actual peftnnence may very. Pholas may not represent actual vehides or of configurs5ons. Conlard based an report preparees Input Is subject to to accuracy of 11he Input pmvkbd. Dote VerMon: 6906. Data UpdaW: Nov 2,2018 9:36:W PM PDT. Nov 4,2018 PW3 Page 1104 of 1324 M' [Fleet]2019 Chevrolet Tahoe(CC1570 )2WD 4dr(48) Mechanical Suspension, rear muftWink with coil springs Steering,power Hill Start AsWst Exterior Wheels. 17'x&'(43.2 cm x2O.3 cm)painted steel With( Ci)Police Vehicle.includes Silver with carrier caps. (STD)(Not Included when(NHT)Max Trallering Package Iso .) Tires,P265/70R1 7 all-terrain,blackwall(STD)(Not Included when(NHT)Max it i1 Package Is ordered.) Tire,spare P265f7OR17 all n,blackwall(STD) Wheal,full-size spare,17"( )steel Tire carder.lockable outside spare,winype mounted under frame at mar Active sero shutters.front Fascia,front body-color(With(9131)Police Vehicle,Includes recovery hook openings,but does not Include hooks.) Fascia,rear body-color Assist steps,Black(Premier includes chrome accent strip)(Deleted when(RVQ)Assist stop kit,Black,LPO or (VXH)Assist stop kit,Chrome,LPO are ordered.) Mirrors,outside heated power-adjustable.manual-lbiding and for keyed driver mirror Includes spotter mirror Glass,deep-tinted(With(OCI)Police Vehicle includes all windows,except light-tinted glass on windshield and driver-and front ss ride glass) Wipers,front intermittent,Rainsensis Wiper,mar inteffriftnit with washer Lfftgate,mar manual Entertainment Audio system,80 diagonal color touch-screen with Chevrolet Infotainment AM/FM stereo with seek-and-scan and digital clock.Includes Bluetooth streaming audio for music and soled phones;voloo-activated technology lbr radio and phone;and Shop with the ability to browse,select and Install apps to your vehicle.You can customize your content with audio, her and more,featuring Apple CarPlay and Android Auto capability for compatible phone,5 USB ports and I auxiliary jack(STD) Audio system feature.single-slat CD/MP3 player Audio system feature,6-spe system id i ,Radio,delete Bluetooth for phone personal call phone oonIty to vehicle audio system 7bis document contains Information considanxi Confidential b@Wmn GM and ft Cknts uniquely. The Information provided Is not Intended for public disclosure. Prices, specifications,and evallsiblifty are subW to change without notice,and do not Include certain low,taxes and charges that may be required by low or very by manuliacturer or region. PerFormance Ogu are guidelines only,and actual perilormonce may very. Photas may not represent ackial vehid es or exact configurstlom Content band an report p knpLA Is sect to the accuracy of the Input provided. Data version: SON. Data UpduW- Nov 2,2018 9:38-00 PM MT. Nov4,2018 12age 4 Page 1105 of 1324 [FlwQ 2019 Chevrolet Tahoe(CC1 57 06)2WD 4dr( ) Entertainment Chevrolet Q LTE and available built-in W-Fl hotspot offers a fast and reliable Internet connection for up to 7 devices:Includes data trial for I month or 3G13(whichever comes first)(Requires(UE1)On Guidance plan. Available W-Fi requires compatible mobile device,active OnSt,3r service and date plan.Data plans provided by AT&T.Vieft onstar.com for details and system limitations.) Chevrolet Connected Access with 10 years of standard connectivity which enables services such as,Vehicle Diagnostics,Dealer Maintenance Notification,Chevrolet Smart Driver,Marketplace and more(Limitations apply. Not transferable.Standard connectivity available to original purchaser for ton years from the date of Initial vehicle purchase for model year 2018 or newer Chevrolet vehicles.See ooom for details and further plan II mitations.Connected Access does not include emergency or security services.Availability and additional services enabled by Connected Access are subject to change.) Interior Seating,front 40120/40 spift-bench with Vinyl(I FL)or Premium Cloth(I FL and I LS),3-passenger,Includes 6- way power driver and 2 way front passenger seat adjuster.driver and front passenger power lumber control and power reclining.center foI armrest with storage(includes auxiliary power outlet,USB port and Input jack for audio system),storage comparbnents Inaeat cushion,adjustable outboard head restraints and storage pockets(STD) Seat trim.cloth Seat adjuster,front passenger 6-way power Seats,second row 60/40 split-folding bench,manual Sent.third row manual 60/40 split- lin bench,fbid flat Floor covering,Black rubberized-vinyl Steering column.Tilt-Wheal Steering wheel,urethane Steering wheel controls,mounted audio and cruise controls Includes Driver Information Center controls Driver Information Center,4.2"diagonal muffl-color Warning tones headlemp on, key-in-Igriffion,driver and right-front passenger seat bait unfasten and turn signal on Door locks,power programmable with lookout protection and delayed looking(With(OCI)Police Vehicle,Auto Lockout is disabled on Driver door.) Remote Keyless Entry,extended-range Windows,power,with Express-Down and Express-Up on front doors and look out features Cruise control.electronic with set and resume speed Climate control,tH-zons automatic with Individual climate settings for driver,right-front passenger and rear passengers(With(gCl)Police Vehicle,Includes dual-zone automatic,front and rear air conditioning electronic controls) Defbgger,rear-Wridow electric Power outlet, I I O-voft raends for b5o disclos re ce This document cordalne lnfbrffmftn considered Co--dential betissen GM and b 0119M uniquely. The Infonnaten provided Is not I d rpu u . Pd a, specifications.and availability are Bubjed to change without nafte,and do not Include certain few.bums and charges thist may be required by low or very by rnanuiecturer or region. Pce figures are guidelines only,ands poribunance may very. Pholos may W represent actual vehicles or wood configurations. cement based on report propmrsee input Is subjectto the aocurecy at ft input provided. Deft Version: 11008. Data Updalled- Nov 2, 18 918-M PM PDT. Nov 4,2018 Pogo 5 Page 1106 of 1324 M [Fleet]2019 Chevrolet Tahoe(CCI 6706)2WD 4dr( ) Irftrior Power outlets,5 auyjllary, 12-volt Includes outlets In the Instrument panel,console,back of console, I in 3rd row and I In cargo area(With(AZ3)4(Y20/40 split-bench front seats,the outlet on the back of the console is deleted.) Mirror,Inside rearview manual day/night Conversation mirror Assist handles, 1st row passenger and 2nd row outboard seats(With(9CI)Police Vehicle, 1st row passenger assist handle is removed when(W)Spot lamps are ordered.) Lighting.interior with dome light,driver-and possenger4de door switch with delayed entry feature,cargo lights, door handle or Remote Keyless Entry6-activated Illuminated entry and map lights In front and second seat positions.With(9CI)Police Vehicle,Interior lighting includes dome light,cargo lights,door handle or Remote Keyless Entry-activated illuminated entry and map lights in front and second seat positions with control switch in the roof console Cargo management system Cargo net(Deleted when(ATD)3rd row seat delete is ordered.) Safety-Mechonicall Brakes,4-wheel antilock,4-wheel disc,VAC power with Brake Assist Stabiii rek,stability control system with broke assist, Includes traction control Saftty-Exterlor Daytime Running Lamps,with automatic exterior lamp control Safety-linfledor Teen Driver a configurable feature that lots you activate customizable vehicle settings associated with a key fbb, to encourage safe driving behavior. It can limit certain vehicle features,and it prevents certain safety systems from being turned off.An lcle report card gives you Information on driving habits and helps you to continue to coach your now driver Alrbags,frontal and side-Impact for driver and front passenger and head-curtain for all rows In outboard seating positions(included and only evaIIe with(AZ3)40120/40 split-bench front seat.With(9C1)Police Vehicle requires(AZ3)40/20/40 split-bench front seat and(9U3)SEO front center seat(20%seat)delete.Always use seat baits and child restraints.Children are safer when properly secured In a rear seat In the appropriate child restraint.See the Owner's Manual for more Information.) Passenger Sensing System sensor Indicator inflatable restraint,front passenger/child presence detector Door looks,rear child security OnStar and Chevrolet connected services capable(Fleet orders receive a 3-month trial.Visit onstanoorn fbr coverage map,details and system limitations.Services vary by model.) Rear Park Assist with audible warning Rear Vision Camara This documard contains information considered Confidential beWeen GM and ra Clients uniquely. The Information provided Is rot Intended for public disclosure. Prices. spectlicatlans,and evallablilly am subject to change new notice.and do not Include certain fees,tiams and charges that may be required by law or vary by men or region. Performance figums are guidelines only,and actual performance may vary. Photoo may not represent actual vehides or wad configurations. Content based on report preparers in Is subject to the accuracy oF the In provided. Data version: 6906. Date Updated: Now 2,2018 9:W:00 PM PDT. Nov 4,2016 Page 6 Page 1107 of 1324 , [Fleeq 2019 ChevroletTahoe( 1570 )2WD 4 r( ) Sallety-lifterior LATCH system(Lower Anchors andTop tethers for Children),for child safety seats,lower anchors and tethers located in all second raw seating (tions,top tethers located in third i positions Tire ni r System air pressure sensors in each tire withu i t y In Driver Information includes'nre Fill Alert.Wfih( 1)Police Vehicle s not apply1 . Theft deterrent, nt I rl I, unauthorked entry WARRANTY Warranty Note: <e<Preliminary 2010 >>> Basic : Basic it36,000 Drivskrain Years: 5 Drivetraln it00,000 DrIvetraln Qualified I :5 Yeassill 00,000 Miles Corrosion Years(Rust-Through): Corrosion Y : Corrosion it (Rust-Through): 100,000 Corrosion it 36,000 Roadside Asi Roadside Assistance Miles/km: Roadside i nce Note: Ousiffied FleetPurchases:5 1 00,000 M116S Maintenance No : 1 r11 Visit This document contains lrftrmstlon considered9 Confidentialb n GIVI and b Clients uniquely. The Information provided Is not Intended r public disclosure. Prices, specifications,and I a sub c notice,a not Include In s, a es may I vary n r or region. Performance fiu s are guidelinesonly,and actual parrarmimce may vary. Photos my not represent actual vehicles or exact configurations. Content based an report prepOffies Input Is subW to the accuracyinput provided. DidaVeralon: a Updated: Nov2,20180.35:0012MIRDT. 2018 Page 7 Page 1108 of 1324 FAC " I••�� n�+��r FLORIDA SHERIFFS ASSOCIATION & FLORIDA ASSOCIATION OF COUNTIES Nwas of Dealenhip Type d Vehicle Zone Bess Unit p T ♦ y p y y HAM Chevroletstingray LLC 2019I 15 1 1) *Wemm $31,622.00 ALT-Alan Jay Chemist Buick GMC Cadillac 1 l 5 (CCI 5I) $31,786-00 Garber Chevrolet BWck OMC,Inc® 2019 Chemist ( 15 1) *Northam $31,2%.00 ChevroletALT-Stingray 1Chevrolet ( 1 1 $31,533.00 1 15 1} $31,477-00 ALT-Garber 1 c. 2019 Chevrolet Tom 15 (CCI 1) Central $31, stingroy Chevzolet LLC 201915 S 1} $31,470.00 ALT-Alan Jay Chevrolet BWck GMC Cadillac 19 Chemist Tahoe1 1) $31,536-00 r Q0r5 Page 1109 of 1324 s � d FLORMA SHERIFFS ASSOCIATION & FLORIDA ASSOCIATION OF COUNTEES CHEVROLET TAHOE 1500 POLICE RATED UTILITY-RWD SPECIFICATION #6 2019 Chevrolet Tahoe 1500 (CC15706/9Cl) (Alternate Dealer Option) no Chevzolat Tahoe 1500(CC1570MI)purchused through this contradcomes,with all the standard equipments specified manuflitcam r this 's ban vehicle s i contraces vehiclespaMention by was. ZONE: western Northern central Southern BASE PRICE: $31,786.00 1,533.00 $31,496.00 $31,536-00 While the Florida SheMN Association and Florida Associai #`Counties have attempted to identify and inclutle those equipment home most often requested by participating agencies&r MI,size vehicles,we realize equipment needs and prokmwes am going to vmy from agacy to agency.In an @11M to Incorpmvic flaxibility Into our program,we hxvo emated specific add/doleft options which allow the purchaser to beflor the vehicle i . optionsTire following equipment delete and add cost ofthe type vehicle(s) ty deduct the cost of any of the following equipment items you wish delded torn the base unit cast andlior add the cost of any equipment items you with approximate cost of the type vchicle(s)you wish to order. NOM An official li ° 11 addideleft options sad their prices shouldIn preparing your order.Additional addIdelde options other than those listed here may be available throush the dealers,however.theme listed . Page 1110 of 1324 VIZE11CM Tdwe 1500(CC 15706/90)(ALTEFINATE DEALERS) DIALER: Alan Jay Chevrolet Bwok StkW&y Chevrolet LLC Gmter Cbevrold Buick Ain Jay Chevrolet Buick GMC Cadillac GMC,Inc. C BASE ® 1,786-00 $31,533.00 $31.496.00 Western Order Code Delete no A SouthernNordorn Central Z Daytime 1® led rrrr 1 ' Z 3 909 ft 14*Mak 9 NOTA C' - F'.# )Z 1 Z i i 1 )1 $150.002 )31 P t 3 NO VK3 Front 1 License i N& NC33 AKP 3 ($25.00), $35.00Z UEOUEO3 Western Order Code Add Options &Soullsem Noribern Central E i i Engine block beater 1 $99.002 $91.003 K05 23 shade VRS Z ► jVRS 1 1 1 . Z 13. 3 3 1 1 1 2 3`CRrpeted flow covering 3 Z Chbr kryed wpaing Jochda copt mm 1 B30 3 ry (M)eakr-ftW i DriverSide Spotlight1 $265.002 3' Zspofth,applies) LEDLYIS 3 e imIdWL&D Iffft I 3358 Floor mob colored keyed to ' . Z $188.001 Z 9 BSVB303 Inchda rtqmbvd DJO wrpwflo&w B390 is RD vW moo 2fmm rows Awkr kmffcd2 rsi and wcondraw 9 ! Page 1111 of 1324 m VMHCLE.- Taboo 1 ( C 1)( ) ChevroletDEALEM Alan Joy day GMC Cadillac GMC'Inc. GMC CaMw RARE PRICE-® $31,786.00 $31,533.001 K7X7LED LED Pj at t ti 1 5 . i $26S.002 $150.001 LEDRHS 3 7 3: 1 Rear door locks and handles Inoperathm 1 Z 31 2 3 6N5 I Rear window switches Inopesmilva I $56.002 $S5.001 i 9 IPMMWO 1 i1 1 ' x i 7X7 fttory installed s I 3 'A ! _ 1 1 1 5. a 9! 1 activated, . 00 TREM TREM 3 � SAFE I SdaStop vehicle and-thaft-key selivated or emergency lights $299.00' $365.002 &M.001, SSTP xactivated,plug-&'Play for most Ford Mul Chavy Beat vehicles, SSIP 3 dealer inst"in 20 minutes or less B861 Bodside i . 00 t00 $99.003' xV. . S99.s 3 A92 )IM r .. 1 x 3 { I InstalledNA SW i IRW I Provision2 $29.003 TRW 2 6C7 awAmy vhft&w 6W$169 2 TRW 3 IM 1 IRear round studs y 7 z $996.003" z i 4 Dom WIWW=Dark VAW& i (AN SM 0 Pabd PaMMosswidiftdAccoaW3 711 i 1i 1 $691.002 $693.003, .3" 12VDC owbo,kdgk ookwMe " - 16= Ir vkk PW(3)12V S . ISM-.4 - 2x- x" a 4- .3� )12 1 ThvPmduva16" vftk 4-dkdAbrad1 " 12 e bo at raw celewP re gnat rmer8l�tc)tdisra:.s1iJ�To '* sa&ems° i m&mob lffwddwhm antoftbr EMomdDrOwr Fanwrid Ake 3) �� Page 1112 of 1324 VEHICLE: Taboo 1500(CCIS706MI)(ALTERNATE MUM) DEALER., Alan 12Y Chamict Buick S90M ChOMM LLC Garbu Chniolet Buick Alan lay Chevzolot Buick OWIC CUMI&C 0MC,Inc. GMC Cadillac ZONE. wasw= Nordmwn embil SOU1119111 BAK PRICE. $31,786.00 $31,533.00 $31,496.00 $31.336.00 Aummatic Draftand"M Law MiWAsjfaviih Law DWwsw Walftod SO*Akrr Scot Not&wWk vM OW lot Dkck*W is&roar k*mj 2 ,b&=rdDdwrA10;1Pacbphwhdk&(JP4)pawmWAMdkpe&AL(UEL9 Fovard ChAdat Akil(f Q5)latoliMmm haifimp aW)Low*ffa Favod i AWmadc 11raft and"M Law Map Amin%Wh Law Dqwlm Wffmft mW SOO,Ak#VSM(Not aadWk*fth(H2G)jai Bkwk vW fmertor&twj ' ' ' CM-SDA4NT-8A-LED Optimal equipment-Apecify SW-00 $499.00 $248.00 QSU 2 TrWPmdLvu empmairmamm with mW aw4%m&ddpmWon dwdarbqcm to 3 m=wmvAWcw&wrn"fieddodftjmMm bob to Dqyonnk-or- A95 mmd wftk xwbWwm od d1wMW ambn now 8555J-aid-(SL-%Wuh to WhW armwafism Owtaism 8 110j-add-XMZT-1500-DqpPm*Mdd= hpM'p*W$360 Fbiels,17"s 8"03.2 ax x 20.3 co) hwhd"OW) 17"x 80(13.2 cm x 2&3 m#fidl-sft,ikel 4pffe(RsqWW(PQ)Po&v V-Wck)2 &Mftfiwif hwktvni PfflmhM chapaussawmat mdMWpvWFjo;W�A pm"r hiciftu amlPmer hwbm,1G-vmWp=erAftrsW ftchmias 6waypoww cmhfo^2AMp~hobw mmid andp~mdhw(hmhd-(AY12)fi—W -d n&4ap-ifor dNw amifiawp--W Wrkp wd(DV)fmw wwv mudL Mb MCI)Pea V babdu Clath namj 3 CM-SDbM-SA-HAV Optionid equipment-spedfy $490.00' '$1.285.002 $498.00" KAT Z 2 TkyPnx!Wb e-W:wrmmw with vay ow4-dodoprodw wdjvhto 3 amommabb carowr aqpWdxhbW nolan bats to?Fay conrok -or- QSU MAJ-7H)5-M-HA V Trqy Pm&m pmmW led mm awpmftr xnw god wM swft�wm ami dvdft amfim mom 18585 - w m with aNde owiftwum 8 1I -add-IZT-I tV1- 31 1 -M ] mim&O*ammdj*h wmp"aft_*=2 Wheek 17'W(U.2mes M mW&vZhkv=h1wdshmdNM ftg*1AW(XAff) 17'x 8'(432 cm x 20.3 c*JW-aft nal spere(R6p*w(#CJ)Police;ehA*j 3 2TP Opflonal equipment-spedfy $1,600.00' $132.002 $131.003 0304 2 Am ran POW(Dookir Pabli(4)Dwv&W(1)Color)-or-(IM-Bm 3 vqpMMpWft%fib MW opmy reldrdaw"S589).Ed-OC7® poffory 633/6J4 wowdw AMW Asmp$169)-and-( WkMs r1b kffl-iin sb"OvAhr.hUMOOM ebvw.,W $4qvjbM7 W4-Wdg fladwaNsam2 Wbft.grdk how and*W quMbM WyFft AWN and a&=drunit OR50001 Go Rhino 5000 Saria Push Bumpen $640.001 $665.00 $546,003 M5000 3 ris J 1 1 3 , . 1 :$1.296.003 L33P Rem Thumport Sod—Legm System P $196000 $1,495.00 3P 3 vhh Rea*BwMe mWaam 12Vnw cap S21W)-or-r=15-aM ntor pradwb phuft MW W ah OfflCOA&W 0 Affiagh*Ago Lqdgdw rarposwM Wilh PATHOL 3 CAR MA2S WMMADYBUCKLESMAYBEWSAND 1SFAAnMMAitCMWMMWMW J P06000 k Roar Thnsport seat- Pro Gat 6000 sedes $1.960.00 $1,475.00 $1,196.00 Rear Thumpart Sed with Mended=1 beh—Peftiot PSCVI NAI $1,475.00 $1,W6.00 DOOR P"EMand WDMOWBARS.(ADP-Stifto almdewn dowpmob$160). ord-(M-M-Troy AW vbdow bari 731-and-(M-F-Troy 1 w s 751 Page 1113 of 1324 VEMCLE: Taboo 1500(OCIS7069CI)(ALTEMATE DEALERS) DKALER,. Alan Say armlet Buick StInSM aievrold LLC Gaim Chawobt Buld Alan Jay Chevrolet Buick GMC CUMING GMC1 l= GMC Cadvac ZONE: Wedem Noriliorn Calubw Southern BABE PRICM $31,786.00 1® 3 S31,496A $31,536.OO FBI? ' SetinaPBIOOAl2—12"Almninum Push Bumper $530.00' NA $493.00.31 6J7 ftwm.r(VCV PON"Vd*kkj 3 PB16 Sed=FB100AI6—16"Aluminum Push Bumper $540.001 NA, $16S.003 6C7 3 WgW.,VdMdWkbfiWgW=UMydOM 3 1 PB300-T' Sotin&PB300 Fuh.Bumper $695.00' $645.002 $546.001 pB400 3 Mm Bat4wdPAW aboaftumpuM kMw-or-(PB4V&T-SWba Rady0awd PB400 armftm pA bwWff S635)-or-(MMU-TSeNho Bo4C4mW alkWhm pmh bmqw with 9)W in LED's S1265)j rPB4$OL4-FSv&a BmKhwd WWWWmipah bwqw wfth(4)WN ft LED's SMS)(Fbr 4r"dpwh bwWrx Vne LED edw to mid bFW.wdff,vMM) Add S3njbrfivNfLKD Mom 2 SETNA PB40 PUSHA U P02600 ProCrard P2600 Series Polycabouste OAxan)Cap with sliding $1,290.00 1 1$1.025.002 $M.003, 3 PG window,fhU wM lower amolon.panel,dealer installed 1h"ardPS1P5MF15AmmrndpLv1pwWw dwjmWMdsd&pz,Wmbsh1md2admwmW2 9S.T Sefin 9S Lexan.cage with 1/2 lexan and 1 ' $ggg.002 $896-003 S8 2 fulllower axwelon panal,dealer insalled 8S Sdm umdel#8 mWowymbefow vah 1 112 P*CM*rAM whWWw=d&W4FCWMiMP4WL-Or-(WRP-MhWMdW#8 emknoy wk"vfM W vftW coaNd epwded mid wd 1#2 pa&wbowle Whubw with nw#Wpmd OPON ad Wor ammimpaWS1360) (D YPAd?SOMm uMwmi Al AW vwpw wrOcohNmWan mowuad SM)P ar 2 06"AMM-BW Ary 1FhMbW P-Od'"Wuh sudwZMAWOM. vrvw&dy=Wh aw7hr and wapen rmm pawL behein wwaft IN od ftjW packi 81310)Affdd P(FP-2GUN-Tray Prodkee dt*douffad ded veapan Sm Mount tvm4aff-AWA bVinde&OPIMt W kwAsn;ad fvLWwj kW hmdcW**gm lodwith#2,0,k key andpok bWwS42iV I &dm 88 Lox=cqp wfib 112 In=od W a4mm&d mad wftko lowar almdoR pawL doakr evoW mg 883fir rwwwdpzu& reemmend a-aw ft ft WN WW"W to 12 VS a r a Wh W n W a a rp pa r d=d M 105-TSetirm#10 Swim Lexan Cage with diding window,fWl width $1,265.00' $989.W' $996.00" 810 2 'lower extension pousaL dealer installed IN 3 ®SWm mmW W&Sparddon slik hwt=9ddhftpvbvm4wwft v*dMv and kinr momim pond.(7ff,-M-r?Mko woM#1&S nwma paselpowam w1fit hotwwad Mftpobvorbosm wkdow andlower aMdwpww1$142W- add-(D VPM F Now Wwrid M dud w eqm wrdv&D)w1Mn ne omod U9 0) bibar 83 Lcm cap vlob 1/1 km wd 112 apodd mad wahjbff Am or noWea pwZ dada ftvvW add SBYjbr mundpmel.firaffe MwMad vn*ft M w W&wd=vfth 12 VS ar A Wkr n ra r col a po Wdw 12VS-P Sefirm.#12 Series Lam Cage,partition inirtalled.behind 2nd raw $100.00 1 $650.002 $596.001 S12 S- seat 12VS 3 Mina wN 012-FS rewparifto behrm 2nd rw nor&carp ova p* catmm whmWw.-or-(12MOM-&on mmki#13MmarpavOw bomm 2admv no A carp&-m vftg coaftdiqwm*dme1W S?Wj-or-(TROY 271s,W rearpardfim wfth spwre-hok pamm 1 c&-av"whdow fflawl'.8835j1 pWj V*v wjh$02S 2 Page 1114 of 1324 R 4 VEMCIZI I) ) Chevrolet1 Jay ChemItt Buick GMC Cadillso GMC,Ino. ZONE: western Nordwrn Central suaftm BASEMCE. $31.786.00 $31,333.00 1, S31,536.00 EZ f0ERi All 'e ) $2,955.00' $2,696.001 99 Contalm to yntect the public, e. vehiclePlewe Bpedfy y model.Call 1 i ' R !' AnifflowAleadman + _Amrkm A a#" IS1425j 1 1 ADD$400 FOR 1!3 INMATE-213 NO SYMW3 Electronic' 1 1,17 . 3� officerERDO K-9 Container.Allows the 1 position.vehicle fiam a remote r M a 1 " E 10" 1 HAS 1 Hod Alarmvehicle.Wams offlow 1$2,570.00' 7 ® x EUS 3 when dangeroosly high temperstum are inside the vehicle. ANNO rMwmAw a How atempto Nwosir Awl Neoax , " remom pappmmVe wtA 100ftbaSka mot momwt wfax A me Xy Lo B&Md 2 MaUDESPAGM 3 NEW-TAG 1 3 Now date tag a ( t county,city, , . 1 . 3 YTAG 9 i Add 825 jF0wftk1 3 M96TAG Temporary tag 1 1 $35.001 " TTAGj A ( ) 1 155-00 $96.00TRANS 3� 3 [ 1 Add 125 t/'�"ver�elgaYt 11 uWd 3 xi 31 1 3 6pkm cmmLVDwkrjorL&MMg6owow pleeopgoe,oudpriogg f 1 hbintennuce Plan-specify NA NA NA 1loci.t 2AMW 3 ' tF t equVeemisnifter in 1 yarparm only + warrawy FOB Ahew JkW Fleet ProcnAW Comer, Term wd Coaftm 3.M-1" -A&as sulftd to Chrmp by w � 1 VWOcmbor I,201A 2 I � Page 1115 of 1324 VEMCLE. Tahoe 1500(CCIS706/PCI)(ALTERNME DEALERS) DRALM Alm Jay Chavrold Buick SOWU Chemist LLC Garber Chevrolet BuM Alan Jay Chevrolet Buld GMC CaMlsc QMC,Ine. QMC caffluse ZONE: Western Northem central BauduM BASE PRICE: $31.796.00 $31,533.00 $31,496.00 $31.53(LOO wwanv ®Spew* 1$3,780.00' NA2 NA CknvL*tPmftcdw,PA=MVM 5F or 75,M Adkff v1*dWWemftg$100 DmWdbL--0-(UPS 75 amwvkt Frowdow PlexNA TERM 5)r or 71 M miles *Wrovk4w J.26m 2 $5,610.0011 NA� NA OP6100 WR=*-"Mify Chn"bi Prowdon Man PLAINUM6por IMMAMkIlvith&V&qprmft Ofir Ocwbff 1. 014. 2 Page 1116 of 1324 FSA18-VEL26.01 Competitive Purchasing Program Page (https://www.facebook.com/tloridasheriffsassociation� FLORIDAIFFS ASSOCIATION (https://www.fisheriffs.org4 Become r ( :/f r i ri . rf - r 't - I ) About Sheriffs Programs Publications Join (https://membemhip.flsheriffs.org/2017-Membemhip-LP.htmi) Renew Membership :// ri . sri r - ri - . I ) PURCHASING PROGRAM c Back to Main urc sin ( s:// ri r fl - r nt- r r r i - urc si - r r FSA 18-VEL26.0 POLICE , ADMINISTRATIVE, UTILI VEHICLES, TRUCKS AND VANS 2018-2019 Effective r 1, r 30, 2019 https://www.tlsheriffs.org/law-enforeement-programs/purchasing2Ol8/police-rated-admi... .1 / of 1324 FSA I 8-VEL26.0 I Competitive Purchasing Program Page 2 of 6 The Florida Sheriffs Association offers statewide purchasing contracts on a variety of vehicles, equipment, and services that are available to all eligible* agencies since 1993. While most agencies purchasing from our contracts are within the state of Florida, eligible* agencies from other states have used the contracts if their governing purchases ordinance allows. For details of the products available, review the category you are seeking to purchase. Simply select the drop-down arrow and locate the vehicle of choice. The vehicle links will take you to pages that are solely dedicated to the bid award for that commodity. Continue to scroll the bottom of the page and find a link to all the bid supporting bid documents FLORIDA SHERIFFS ASSOCIRTION NZ -19 ORDERING INSTRUCTIONS (HTTPS://S3.AMAZONAWS.COM/FSA- CPP-2018-2019/ORDERING-INSTRUCTIONS-VO9-25-18.PDF) VENDOR DIRECTORY (/UPLOADS/DOCS/26.0—AWARDED—VENDOR—DIRECTORY-101818.PDF) Products and Services Available hftps://www.fisheriffs.orgAaw-enforcment-progrms/p=hasing2Ol8/Police-rated-admi... fly/210118 of 1324 F PUBLIC WORKS DEPARTMENT REQUEST FOR PURCHASE ORDER 11/02/2018 .: 1 501-2515-591.64-31 : Jastification: Contract specification 1 e y: Bill Dartv M�p Division /Supervisor �. vRF _ _ a ._ ®_ Fl Two Division arg lkt C LaoMent I Other: Police admin sedans Vendor.- Auto Nation ChevroletPerson: David Y Fed tv: State: Fax Phone: 954-447-2150 QTY PRICE UNIT DESCRIPTION ITEM it COLOR SIZE TOTAL 16,517.0 i 1 33,034.00 $979.00 Options $1-959.00 I 1) Summit white (1) Mosaic Black r� Price Quote Vendor Name TOTAL � x.00 , Page 1119 of 1324 Auto Nation Chevrolet 8600 Pines Boulevard Pembroke FL 33024 Pines, AssociationPrice Quotation Florida Sheriffs AgencV City of Boynton Customer Contact Bill Darty Spec# 1 Phone Number ii-1-742-6215 'y Malibu ( L) Email s 1 Base ric $16,517.00 ti cri tin ric AES Power Driver's -0 0 fO—B 3rd Remote $355-00 MATSet Flooris Standard TAG Yellowits Hard EChevy E r n • Diagonal r touchscreen, Bluetooth iactive devices, iscommand pass thru to phone. Apple Car Play and r-old AudioStandard r i s r _ Keyless cStandard _ Camera Standard GAZ Summit White ri 2) _ No Charge Mosaic Black MetallicExterior(1Charge -.-_HIT Jet BlackPremium I Trim__. -_... r ge Ti _ $17,496-00 �mnm David Fridgant 11/2/2018 Government Bid Manapr 954-447-2150 f„u �nt;!,Rautonatlon.c,om Page 1120 of 1324 PUBLIC WORKS DEPARTMENT i Date: REQUEST FOR PURCHASE ORDER 11/02/2018 1, .: 501-2515-591.64-31 : is : Contract ;} € t Ord 1 % ill �G+i 1 arbnent Head Approval: Circle All fiat AppL, 1. • 1 ... pr A.. •_ • Outlay • i Fled Division Charged Replacement Other: Fim -.!��2002 i NationVendor: Auto 1 tit Fed iii: : Phone: - email PRICE UNIT DESCRIPTION ITEM 0 COLOR sin TOTAL 1 $16,517.00 Each Malibu19to $16,517.00 1 $979.00 01.,itions per quote Per q $979.00 (1) Summit white k Price Quote Vendor Name TOTAL 17,496.00 Page 1121 of 1324 Auto Nation Chevrolet 8600 Pines Boulevard Pembroke FL 33024 Pines, Price Quotation Florida riffis Association Bid Agency Cite of BoyntonBeach Customer Contact Bill Darty Spec# 19 �a Phone r - - 1 v II ) y .a, ij .us _ w, - Email � �„�. �= Base rice $16,517. tin - ri Price AEB Power Driver'sSeat $399.W FOB 3rd Remote $355.00 MATS Carpet I r Mats Standard TAG Yellow rPlate $225.00 IOR Chevy Infotainment s • ” Diagonal color touchscreen, - Bluetooth streaming t 2 active s devices,voice commandr - to phone. Appler Play Android i Power in Standard Keyless t n r Backup Camera r iWhite Exterior ) No Charge Mosaic Black Metallic Exterior(1) No Cha%e IT Jet BlackPremium I Trim No Charge Total $27,496.00 David Fridgant 11/2/2018 Government Bid r 954-447-2150 fridgantd@autonation.gurn. Page 1122 of 1324 i a n & sr All rAC. R & FLOREDA ASSOCIATION OF COUNTIES MID-SIZE 4-DOOR ADMNISTRATIVE VEHICLES SPECMCATION #19 2019 Chevrolet MaHbu LS (1ZC69) The Chavrolst Malibu LS(IZC69)pwchued through this contract comes with all the standard equipment as specified by the s)mquiraments which are included end me&a pan of this vehicleconftds . ZONE: *West= *Nartharn *Central *Souttuont BASE ® $16,643.00 $16,443.001 $16,S17.00 While fin Florida Sheriffi Association and Florida Association of Cmuitics have attempted to identify and Mud@ thaze equipment participatingftems;most often requested by 1 sizesequipment noeds and jamhrences an going;to flexibilityvwy flom agency to agency.In an effort to incorporate program,we have created Wecific allow the purchaser to tailor the vehicle . The fallowinS equipmentit related cart am provWodmoist you in appircodmating the tow cost of the type vehicle(s) following wish deleted ftm the bass i items approximate cost of&a Wpo vehicle(s)you wish to order. officialNOTE.:An Hating of all in your zone when prepadog your order.Additional add/delete option other than those listed ham may be available ,however.tbose prices.Hated hue must be boomed by the desilers in your zone at the stated + ),4vr��t fmd4c) PD r Page 1123 of 1324 VEMICLE. Malibu LS(IZC69) DEALER: Cluber Chevrolet Buick Gabor Chevrolet Buick Gabor CbnmL-t Buick AUID MatIon Cbffvlola GMCI Inc. GMq 100. GMq IM Pernbroks Pines ZONE: *Wegwm *Northern *Cntral *Soudmn RASEPRIC& S16,643-00 SI"100 S16,343.00 $16,517.00 western &Northern Order Code Delete Options &Ctntrill Southern Cndse Control NA NA 01I.Ster, NA NA Satellite mile NA NA woman &Northern Order Code Add Options &Central southern IZF69xml BnSine upgrade-spwi& NA bwl?g IVLftrn#ft4CWhN&r With 250 HPAW2W LIVR TwVm&wAv4Ajjd0*j=h&dWjdjzFo Prernia PaAW So Rekv For CbWen,pacbp conft&AW pwbW hf&ft 2 I-oH CNO model-spedfy NA $355.002' nhWjoy pdb For jro*m opmMa"2 BI-fucl model-specify NA NA CNO conversion(discuss wbb dealer) NA NA LPG conversion(discuss with daler) NA NA PDE 2 AMIFM radio with sin$le CD NA $374.002 WpwAvrPr~#m'Packqj0 hwhdu.'AH Weadw FhW MM,All Wnfiwr CWV MM And CWMm AWded pmWAndAw4WWkG,w& 2 RIA 2 AWD NA SIS9.002 Cbwakr PontAndRsorAff WeaArr Plow Lovm 2 1 1 Bucket Seats SW Std Alf" povba how% $398.001 $399.002, AE8 Sam-ft-W.I-vpmw&fw(1-hda(AL9)j--&ftr gWdwPmwDFhvrSmr.&mdardWiTALT'S ndProWwP=IWUnra*2 IZD69tWPL 2 Sent him upgrade-specify NA $1,51;9.002 LP"W.AspftsLTPadhW EjWa*&sedardDw PmmfaPwhW.hwhmW Loa*ff 2Wnmd Sw&L 191or ft�jkakd&sft WhffaL LwWWrWr4awdA0Kw&hzd&AwDIMwftR&w View MWW. I Side air protection Std SW RS Raiwhiclds-fiange style $126.00' NA Split folding raw Beg Sbd Sid IZD69/ILT vehicle upgrade,package-Spec* S3,343.00' $3,344.002 IZD69/ILT 2 ChemWe M*Jw(12DO)4*S&,LTAVWwdEWpww Cq=V LTP&*W Uppok hwhuki.,Dad Zam Aidawwx Mum CwOug Rrhm"Faft RawSm A"al L=p Pkmak Vehick Avw Syak^Hwad Frod Budw&moy 8 Way Powgr Ddw&w LmW WhWed Ap Kw&HFAC Vena On Arar OfCavok,lgwd=W Vbw Pan*M"wz Ba#Cokr Awwng LSD =22MM=77=1" po"' .17 k M-'"''"2 WAw" A&wbuw n" 1"* Page 1124 of 1324 VEMCLE: MAHbu LS(IZC69) ® Garber Chaviolet Buick Gabor Chowsolot Buick Gabor Chuvrolet Buick Auto Naft Chevrolet GMC.W. GNIC,IM. Painbrab Pines ZONE. *Wcffwm *Nardiom *CMhM1 *Saudlom BASE PRIM $16.643.00 $16,443.00 $16443.00 $16,517.00 WS I Vent-vism- ° style $126.00, $8,549.00 12F69nLZ 2 NmkrPodWVEhVukhchxkjr Oeva!Autariwk Mmmkiiam Dad ZamAW&mwAcCMwW QxWd CmucadNaftwion R-DW&W RD Color Tewhavrom DhimbosiAmNo&muNftPur2Av#w Dvdca AAO CWPkV AmdAn&"Awa Cjp&A MdomW FWw AeaVeftlh%h Veidde Anne Cloud Cmmx*d P9=W&vdM For Sakd hpWaMW Vvhkk&WW. F@rbWkv=dAnd0w=ad Savlew Ape Free 7Md P =rm EON=Op*Pal Lovatird br YU Rear O/M ConamrCmak,ffirlur"Amft 8-Dft=dANd CakrDdw h&=Wm CWwr RM CaftwobAt DbphDp Ddver Afamvy For Power DMwr Saw And Ovirlde Power J&rm hautor Amblems Loft,Aw Pbaft L�ha*k A aso Dft ndq r Jbw Vkw Afim or,120 VP wor 0vr1W On Yk Rear Of C�C�Arnm Valikk Smmr SyNow Lod or 7hWwAd SmL%Hawed From Date SM& Meaued &aft Vma&adFAWiDMAW&WA 8WIVP~ DIver Seat 6 Way Power PawmW&wW SMA Wbokm Cbnft For DM= TmA Aft LED MwAYW And TdbmpA LED Dudw kmbW Milift CArom Dow fiWoffm WM Dvc�,Color huv%Owl&Pwer Heaftd ft#Cokr J�j-Wait Mfiegralod 7�m Mpd ladvaraw "m a0zon Mt 18-A knimon ftwh WN P245145JUS Me,Difialftmien Moi PollikodMamd M.A13 Front and rear flour maM $U9.00 W Aluminum wheek Rd Sod 4 Coma 2 Body side moldings NA $725.002 WWaft rpjvn 4 Cffmp LELv ,2 T)"Ume numilm]%his Std. Std VK3 Front Mcase bracket $39.00 1 $39.0021 VK3 2 Full An spm tire and rim NA NA lmmoWH=daytime running lights NA NA Nitugen filled tint Including spin tin NA NA TINT Pin stripaddour edge guard NA $250.002 Lagul DftW 7btMNL Add$20 ForLhm TINIAasfOr Whdow&rat 2 WPS Optional W'Pmcnt. $SU.001 $999.002 VAM 2 Ddwr C=wv PavAup R inwimbs(W)birHiMmo;(UM Law KeepAumv,(LM)Feffewing Deftwe IrAuvw,fLW PbrwordCafiblan Ater&(UjM Low SpalFwwardAymande Broft and(M)FVow Qqftav P&AWj Pavkffp Mdadar.Aw Pdrk AnAu(AuNk A&*Lwff 0aw Akd WM&&RW Mm AfiviAndfinar Own;7W&AkrL WM(JAU Ron M Sptc ON#)Power DMw Sot k Ropfired.NVA aW pr�r p&dmp Aqj*N(WpS)WW C"#&W padW ff"(WpN)Cwpdmu lrr pa*W 2 3K' 2 =nal equipment-specify SM.00' $549.002 WPS JM7ANDFWCVrAAFDPMXM9MM DMv Coodom PacbW 11 bokske hoffiDom Roafthar.Lmr Kup Adr4 Folkwig Db*wm Amikator. FovardCandonAkm Low 4wdFvnwdAmwvw*BrdftArdFrvwPm&W4mA'rd�.RSVL*w MPR) ,DdwCw0dvuw P ( With(IFIJ Rm 1, m Rik PorP aM � wlap,Aho AsWms WPAP co;#M&TW 1ffPfiaLb:Wj:T TINT I Optional , , inprecut-specify $299.00 $999.00 WPN 2 Dealer 7?j9%nulow to 14VI LrW(ADD$25 FOR WLVDMHELD SMP) r4~ IIID &Wmiffr On&INdmdm AdqWw 0-.*g Conard Admeed Forward firaftip Awv=dc&dhWA,,sqAMEjwv=kpwft&uh 2 YTA G I New state tog(specify dude..wu*.city.shariff.de.) $116.55' $225.02 YELLOW Add$25 V0vvrftkftpbWAequDvd HAM bwhdn,Pqmr Me 2 PLATE 2 Page 1125 of 1324 ® MEMO LS OZC69) ® Garber Chownlat Buick Onior Chmalst Buick Garber Chawobt Buick Auto Notion Chamlet OMC,LMIL OMC,IM. r3MC,Inc. pambloks MUM ZONE. *Wdaffn *NMth= *Qfftw *&mdmn BAIE MCE. $16.643.00 816,"3.00 $14543.00 SIC517.00 11MM Trmfw wdsting regisization(must provide tog number) $56.00, NA AW$25(f Dwm6*MWft AwdM 7TAG I Tempollffy tft S6.00 1 $35.00 2 7EW 2 Add$23 jYOwn*W S*pbg RqWW blaintenence Plan-specify NA NA I Pkwe COMM Dakrfor LMW MaOWMMV PIM OAM and PnWs I I MailAcnance,Plan -S NA NA MkIntemince Plan-xpwify NA NA ap-sns?, Warmly-spedfy NA' $2.035.002 Mine camw Dwhrfor Lwai Wm=V QMkw and Mon I ,Ckwoklpmuaknpi=SyeamlS,OogMimpALIN%mpim$gDm%.&Wg 2 Crp-51100 2 werrimly-Spec* NA 1$2, . ChmwktPrwwdwPAws Y*arWlO9,MMk&PfiftmPba SODaWdbk.2 1 1 CPP-000 WMTWIY-Spec NA $3,590.N" Page 1126 of 1324 FSA18-VEH16.0 E Competitive Pmhasing Program Page I of 8 (https:/./www.facebook.com/floridasheriffsassociation6 -E FLORIDASHEFUFFS ASSOCIATION (https://www.fisheriffs.org6 Become r :// r i rP rl - r i - . I ) About Sheriffs Programs Publications Join Today(https://membership.tsheriffs.org/2017-Membership-LP.htmi) Renew Membership :// r i ri r i - L . I ) PURCHASING PROORAM Back in PUrchasing Page (hftps://www.flsheriffs.org/law-enforcement- p rra ms/coope rative-p u rchas 1 ng-p rog r ) FSA I 8-VEH16.0 CHASSIS TRUCKS A V EQUIPMENT Effective er 1, r 30, 2019 https://www.Meriffs.org/law-enforcement-programs/purchasing20l8/cab-chassis-trucks... FM/2b17 of 1324 FSAI 8-VEH16.01 Competitive Purchasing Program Page 2 of 8 The Florida Sheriffs Association first procured the Cab & Chassis and Heavy Equipment Contract in 2003. Since then it has grown to one of the premier large truck and equipment contracts for public works, parks and recreation, educational institutes and many others. For details of the products available, review the category you are seeking to purchase. Simply select the drop-down arrow and locate the vehicle of choice. The vehicle links will take you to pages that are solely dedicated to the bid award for that commodity. Continue to scroll the bottom of the page and find a link to all the bid supporting bid documents. FLORLI DA SNERIFFS ASSOCIATION 01 Ile ORDERING INSTRUCTIONS (HTTPS://S3.AMAZONAWS.COM/FSA- PURCHASING-2017/ORDERING-INSTRUCTIONS-VlO-19-17.PDF) VENDOR DIRECTORY (/UPLOADS/DOCS/16.0—AWARDED—VENDOR—DIRECTORY-101718.PDF) Products and Services Available hftps://www.fisheriffs.org/law-e,nfomment-progmm,s/pmh&4ng2Ol 8/cab-chassis-trucks... Vplq?�d.W of 1324 PUBLIC WORKS DEPARTMENT REQUEST FOR PURCHASE ORDER -- Date: 10/17/2018 .: 401-2810-536-64-02 P.O.#: Justification: , i all—-, __.vim . es yBill Dam w r C' le t. pl . _ ... .� R� irf �inicad 5 tai e � �� , . �, RIP Ca Outlay s dr : Utilities : Utihties Replacing:New Vendor: Kelly Tractor No.]_ Contact Person: ................ ............. Address: Fed ED : State: Fax : 305-477-2024 Phone: 305- 5- - - - QTY PRICE UNIT DESCREPTION ITEM# COLOR SIZE TOTAL 1 $193,060. 7 $193,060.00 1 $95,oquo Each Contract dismunt Per Huote $95,090.00 I plice I I Quote Vendor Nun _. 97,070.00 Page 1129 of 1324 h October 12, 2018 City Attn: BM Darty ania, n o r Genie -Boom Quote per Florida Sherffs Association Contract#FSA19-VEH16.0,Spedflcation#72 ZT11142140 with STANDARD FET >E •67 It 11 In working height • 1 It 11 in platform height • 0 ft 5 In hovizontal reach • 5 ft 7 In up and over clearance •Up to 500 lbs lift capacity • Self-leveling platform •5 It jib boom •4 •Active oscillatingles •Rough terrain air-filled tires •48 hp diesel TO •Hydraulic platform ion •Proportional joystick nt I • r enable •AC powerc •Horn •Hour meter •Tilt alarm •Descent alarm •Zero tallswing •3 ',continuous turntable tion • Looking turntable •Positive traction drive •2 speed wheal motors •Hydraulic oil cooler •Telernatics ready connector Genie - Lit Price $193,060 Contract i -38,612 Contract ri $154,448 Less Additional Dealer DiscountQuote T I $ 97,070 Pricing Includes delivery Thank you fbr consideration of our product. Quote is vaHd fbr sixty days. Greg Bennett Governmental Sales (305)592-5360 office (786)229-7037 cell (305)477-2024 fax � kell r. www.kell tractoncom/Lovernmental 1 M RNMRd M Misdebm DO 0 E SMI&W RM MZftWWAw us KahT I=E 06frolEtr MbW,FL Me Dwk FL M14 w 17 avalbOMM NWWFLM1MnMW&FLSM OrhrftFL3M MMM 1-81I E t N IMMOMM MMMM F R 1 MMM FPXMIIM-Ml f •1 10 FAXMI SOM FAXMM&7M Page 1130 of 1324 g ' ,r.. ENC A45tbLaA � FLORMA Abmt FLORIDA SHERIFFS ASSOCIATION & FLOREM ASSOCIATION OF COUNTIES Name of Dealership ; me Unit Price Ring er Corporation 2019ie OS-1930 es $12,801.00 2019 nie OS-1930 western - - Ring Power Corporation 2019 Genie GS-19300 $12,901.00 2019 Genic OS-1930h -- — Ring Power tion 2019 Genie -1930 $12,801.00 2019 i -1930 Central —NB-- Kelly Tractor Co 2019 Genic -1930 *Southern $10,800.00 19 Genic OS-1930 - — Federal Contracts a 19 Haulotte Optimum1930 E Western $13,192.00 2019 Haulotte Optimum1930 E western - — Federal Contracts Corp2019 Haulotte Optimum1930 E Northern $13,192.00 2019 Haulotte1930 E Northern — - 1 Contracts Corp 2019 Haulotte1930 E Central $13,192.00 2019 Haulotte Optimum 1930 E Central --M— Federal Contracts Corp1 latte Optimum 1930 $13,192.00 2019 Haulatte1930 E Southern —NB— Kelly Tractor Co 2019 JLG 1930 ES *Western $12,000.00 ALT-Southern States ToyotaLift 2019 JLG 1930 $13,200.00 Kelly Tractor Co 2019 XG 1930 o 1 , .00 ALT-Ridge Equipment Co.,Inc. 2019 JLG 1930 ES Northern $12,936.0 Kelly Tractor Co 2019 JLG 1 $11,500.00 ALT-Ridge Equipment Co.,Inc. 2019 JLG 1930 ES Central $12,936.00 Kelly Tractor Co 2019 XG 1930 ES Southern $11,500.00 ALT-Ridge Equipment .,Inc. 2019 JLG 1930 $12,936.00 Page 1131 of 1324 k r CCgJNTMFLORIDA SHERIFFS ASSOCIATION & FLORIDA ASSOCIATION OF COUNTIES SCISSOR LIFT - SELF PROPELLED SPECIFICATION #72 2019 Genie - The i -1 930 purchased through thisc i all the standard equipmentas specified by the manufacturer fbr this model and FSA's base vehiclespecification(s) i t is included a a part oft is contracts vehicle ban price as awarded by specification by e. Western 1 BASE PRICE: $12,901.00 $12,801.00 12, 1.a0 $10,800.0 While the Florida Sheriffs AssociationFloridasoci ion of Counties have attempted to identify and include se equipment items most often requestedparticipating cies ibr full size i t s,we realizeequipment needs and preferencesgoing very from agency to .In an effortincorporate flexibility into our program,we have specific t options which allowa purchaser to tailor the vehicle to their particular wants or needs. The following equipment del options eir related cost am providedis you in approximatinge total cost of the type vehicle(s)you wish to order through thisI t the cost of any of the following equipment i s you wish deleted from the base unit cost and/or add the cost of any equipment ie s you wish added to the base unit cost to determine approximate t of the vehicle(s)you wish to order. NOTE:An official lis ' 1 add/delete options and their prices should be obtained from the appropriate a er in your zone when preparing your order.Additional add/delete options other than those listed here may be available through the dealers,however,those listed here must be honored the dealers in your zone at the stated prices. Page 1132 of 1324 VEHICLE: GS-1930 DEALER: Ring Power Corporation Ring Power Corporation Ring Power Corporation Kelly Tractor Co ZONE: Western Northern Central *Southern BASE PRICE: $12,801.00 $12,801.00 $12,801.00 $10,900.00 Western &Northern Order Code Delete Options &Central Southern GS-2032 Optional equipment-specify $2,776.00 UPGRADE TO GS-2032.BASE MACHINE ONLY GS-2632 Optional equipment-specify $6,023.00' UPGRADE TO 03-2632,BASE MACHINE ONLY GS-3232 Optional equipment-specify $14,890.00' UPGRADE TO GS-3232,BASE AIACHVVE ONLY OS-3246 Optional equipment-specify $10,449.00' UPGRADE TO C-6-3246 BASE MACHArE ONLY GIH-5519 Optional equipment-specify $47,529.00' UPORA DE M G TH-5519,BA SE MA CHINE ONLY Optional equipment-specify Western &Northern Order Code Add Options &Central Southern S-45 1 Optional equipment-specify $65,558.00' $3,521.00' 2 GS-2032 UPGRA DE TO S-45 4 WD,BASE MA CHINE ONLY MODEL UPGRADE To as-2032 SCISSOR LrFT @$14,320 2 S-65 Optional equipment-specify $98,533.00' $5,416.00'® GS-2046 2 UPGRADE TO Sm65 401D,BASE MACH ONLY MODEL UPGRADE TO GS-2046 SCMOR LIFT @$16,216 2 S-85 1 Optional equipment-specify $127,773.00 1 $6,706.00 2 2 GS-2632 UPGRADE YO S-85 XC 4WD,BASE MACHINE ONLY I MODEL UPGRADE To GS-2632 SCWORLI Fr @$17,5061 TZ-50 1 Optional equipment-specify $37,509.00' $6,469.002P 2 GS-2646 UPGRADE TO rZ-SO HYBRID,BASE A"CHWE ONLY 1 MODEL UPGRADE 70 GS-2646 SCZYSOR LIFT$17,1 2 TZ-34 Optional equipment-specify $17,148.00' $15,456.00 OS-3232 2 UPGRADE TO 7Z-34 DC,BASE MW CHINE ONLY WDEL UPGRADE TO GS-3232 SCMOR LI FT@$26,256 2 Z-62/40 Optional equipment-specify $92,705.00 IISII,]06.002, OS-3246 2 UPGRADE TO L62140 4WD 77 JI BASE MACHNE 0A%Y MODEL upGRADE To GS-3246 SCISSOR LIFT @$21,906 2 GS-4047 2 Optional equipment-specify $19,171.002 MODEL UPGRADE TO GS-4047 SCOSOR LIFT@$28,971 2 Optional equipment-speci4.002 fy 2 $69 AGM MAMTENANCE-FREE BA 7TENES Optional equipment-specify $299.00 2 DUAL LED FLAMING BEACONS 2 Page 1133 of 1324 VEHICLE: OS-1930 • Ring Power Corporation Ping Power Corporation Ring Power Corporation Kelly Tractor Co • Western Northern Central *Southern BASE • $12,801.00 $12,301.00 $12,801.00 $10,800.00 ti equipment-specify $396.002, mLs wrm nALF-nErGHTswmG CTA TE(GS-IS31VI93012032)2 DISCOUNT 1 ional equipment-specify 1 2 20% .34%DISCOUNT OFF OF GS-1930.GS-2032.GS-2632,GS-3232,&03-3246;37%DISCOUNTOFFOF DISCOUNT 2 S-45,S-6.5,S-85&OTHERS MODELS,33%D d T OFF OFCTH-5319&OTHER GTHMODELS, 11%DISCOUNT OFF OF TZ-50&M34&OTHER TZ MODELS;36%DJSCObWTOFF0FZ-62140& OTHER Z MODELS DISCO UNTAPPIJEST O ALL OEM NON VECIFIRD OPTION&1 120%DISCOUNT OFF LISTPRICE ONA LL GENIE MODELSAND FACTORy OpTy0jVS 2 Maintenance Plan—specify Maintenance Plan—specify Waffarity-specify Wan,anty-specify Page 1134 of 1324 FSA18-VEL26.01 Competitive Purchasing (https://www.facebook.comMoridasheriffsassociation6 ,;�a.� FLORIDA SHERIFFS f ' ASSOCIATION (https://www.fisheriffs.org6 Become a Member ( :// r i ri r - r i - f ) About IV Sheriffs Programs Publications Join Today(https://membomhip.flsheriffs.org/2017-Membership-LP.htmi) Renew Membership ( s:// i ri - r i - . I PURCHASING PROGRAM Back i Purchasing (https://www.flsheriffs.org/law-enforcement- programs/cooperative-purchasing-program) NA I8-VEL26.0 POLICEI ISTRATIVE, UTILIT VEHICLES, TRUCKS 2018-20 1 Effective r 1, 2018—September 30, 2019 sill r. - o - s' / i r - i... 1 1 of 1324 FSA18-VEL26.01 ® •v Purchasing Program Page 2 of 6 The Florida Sheriffs Association offers statewide purchasing contracts on a variety of vehicles, equipment, and services that are available to all eligible* agencies sInc e 1993. While most agencies purchasing from our contracts are within the state of Florida, eligible* agencies from other states have used the contracts if their governing purchases ordinance allows. For details of the products available, review the category you are seeking to purchase. Simply select the drop-down arrow and locate the vehicle of choice. The vehicle links will take you to pages that are solely dedicated to the bid award for that commodity. Continue to scroll the bottom of the page and find a link to all the bid supporting bid doct. uments FLORIDA SHERIFFS ASSOCIATION ORDERING INSTRUCTIONS (HTTPS://S3.AMAZONAWS.COM/FSA- C PP-2018-2 019/OR DER ING-1 NSTR UCTI ON S-V09-2 5-18.P D F) VENDOR DIRECTORY (/UPLOADS/DOCS/26.0—AWARDED—VENDOR—DIRECTORY-101818.PDF) Products and Services Available htq)s://www.fl,sheriffs.org/law-enforeement-programs/purchasing20l8/Police-rated-admi... j of 1324 PUBLIC WORKS DEPARTMENT REQUEST FOR PURCHASE ORDER 111 .: 501-2515-591.64-31 P.O. tip. a y:- ill Darty Deparbnent,Heowa1CimleAffQ7ky Division Head/Supervisor rovah . Flee, Replacing: Division Police tar ?er.-. oli Vendor: Garber �a 's1, Address: : City: State: Fax#: 904-284-0054 rdavis@garberautomal. l.c om - 35 QTY PRICE UNIT DESCRIPTION ITEM COLOR SIZE TOTAL $28,416.00 PursuitDodge Black $56,832.00 2 $794.55 E a ch L11 t i0 1) to $1,589.10 (,2)DB Black � Price Ouote Vendor Name i TOTAL I :21.10 Page 1137 of 1324 rs City qf Boynton Bwach NMEN ME=I GARBERI %hap, 11/2/2016; Garber Chrysler Dodge Truck City of Boynton Beach Ryam.Davis B Darty M4).a 2350 PAX IM) 4 RRINALIMM 3408 Bft 17 Gftmn Cow SpringM FL 3W43 561-742-6215vt �a fl. _ ... yl _ J d Prion are published by the Florkla Sheriffs Assmistion. I ViiU r ull tMtps//www.flftrMts org(aures►e9nm/pwrehastrqLP►cinms/eoaperattuedlaat 6ld- fy awar".Purchasing contract number is FSAi6 MEL 26.06 @Wri g September80tlk 1019 for— Polke Rated VANchWMakerWPAUghl:Trucks.It regarding 06 quote plonse cell °F I Order Package 213Z Included i s Ina:3.61.V6 24V VVT UPG I wjES5 Included DFT Transmission: Automatic Included ---r F, (DB Black Clearcost ` Included 0.00 H7X9Black,Cloth Low-Back Bucket Seats Included SQ•ndT vuvuvuvuvu u,., w Beam Daytime Running Headiamps 39 f;3940 XAN Blind Spot&Cross Path Detection 393 $39300,", THIRD KEY OR FOB CUT AND PROGRAMMED 246 c,246.00 YTAG Yellow CRY Tag 11655 $11655 n ��w�uuu a w. r D f Delivery includedD. Standard Equipment: Full Carpet Floor Covering-Inc:Carpet Front And Rear Floor Mats Uconnectw/Bluetooth Wireless Phone Connectivity Remote Keyless Entry w/Integrated Key Transmitter,Illuminated Entry and Panic Button , ...................i MENEM: 1 11 SEAMM 11=1811:32AM Boynton Beach 10 a u n It A ( ) 11-246 Page 1138 of 1324 Garber J%utomall Fleet Ryan Davis 1 (904)264-2442 et.2350 I rdavis ar u mall. [Fleet] 2019 Dodge Durango 75) Pumult AWD ( ) 4 �f Page 1139 of 1324 , Garber II Fleet Ryan vis 1 ( )264-2442 vis u II. [Fleet]2019 Dodge Durango(WDEE75)Pursuit AWD(8) Selected of and Options MODEL CODE DEL MSRP WDEE76 2019 Dodge Durango Pursuit ,370.00 COLORS DESCRIPTIONCODE P PXJ DB Black Clearcoat $0.00 CPOSPKG CODE DESCRIPTION 2BZ QuickOrder Package 2 -Inc: nine:3.6L V6 24V WT UPG I WESS,Transmission:8-Speed $0.00 Automatic( E),Durango Pursuit Vehicle TRANSMISSION CODE DESCRIPTION SRP DIFT Transmission: c( 5 )( T ) AXLE RATIO CODE DESCRIPTION DLK 3.45 Rear Axle Ratio(STD) $0.00 ENGINE CODE DESCRIPTION MSRP ERC Engine:3.6L V6 24V VVT UPG I WESS(STD) $0.00 SEAT TYPE CODE DESCRIPTION Black,Cloth Low-Back Bucket .0 ADDITIONAL EQUIPMENT-EXTERIOR CODE DESCRIPTION SRP L 1 Low Beam Daytime Runninglam This document contains Infortnation considered Confidential bobveen GM and Its Clientsuniquely. The Information nut Intended for public disclosure. ns,a availability subject notice,a don Include a charges I or nuu* a or region. Perionnence figuresare guidelinesonly,and actual perlbrrnanoe my very. Photus.may not representactual vehicles or exact configurations, Content based on report properees Input Is subjectu put provided. Date Ve 9. Data U 1 . Now 2,2016 Pogot Page 1140 of 1324 ,MGarber Automall Fleet Ryan Davis 1 (904)264-2442 ext.2350 I rdavls@garberautomall.com [Fleet]2019 Dodge Durango(WDEE75)Pursuit AWD(8) ADDITIONAL EQUIPMENT-INTERIOR CODE DESCRIPTION MSRP XAN Blind Spot&Cross Path Detection $395.00 PRIMARY PAINT CODE DESCPJPTION MSRP P`XJ DB Black Clearcost $0.00 GVWR CODE DESCRIPTION MSRP ZSK GVWR:6,500 lbs(STD) $0.00 —---------- .................................... Options Total $435.00 Price Summary PRICE SUMMARY MSRP Base Price SM.370.00 Total Options $435.00 Vehicle Subtotal $34.805.00 Destination Charge $1,395.00 Grand Total $36,200.00 Standard Equipment Mechanical Engine:3.61-V6 24V VVT UPG I WESS(STD) Transmission:8-Speed Automatic(850RE)(STD) 3.45 Rear Axle Redo(STD) GVWR:6,500 lbs(STD) 50 Skft Emissions Transmission w/Driver Selectable Mode and Sequential Shift Control Full-Time All-Wheel Drive Engine Oil Cooler 65OCCA Maintenance-Free Baftafy w/Run Down Protection This document contains Information considered Confidential between GM and Its Clients uniquely. The Informetion provided In not Intended for public disclosure. Prices, specifications,and avo8afty,are subject to change without notice,and do not Include cartsin fimm,tw=end charges that may be requiretil by law or very by manufacturer or region. Perfornience figures are guidelines only,and actual perforwaance may vary. Photoe mey not represent actual vehicles or exact configurations. Content based an report pTeparwe Input Is sub jed to to accuracy of the Input provided. DateVervion: 6899. DetaUpdaW: Nov 2,2D184A5:0DAM PDT. Nw2.2018 page 3 Page 1141 of 1324 ,MGarber Automall Fleet Ryan vi 1 ( ) - rdavls@garberautomall.com [Fleet]2019 Dodge Durango( 75)Pursuit A ( ) Mechanical 220 Amp Alternator Towing qui -Inc:Trailer on I Polios/Fire 1460N Maximumto Rear AutD-Levellng Suspension Front And r Anti-Roll Bers Gas-Pressurtzed Shock Absorbers Electric r fst Steering 24.6 I. Fuel Tank Single inl Steel Exhaust Perrnanent Looking Short And Long Arm Front Suspension w/Coll Spring@ Multi-Link Rear Suspension w/Coll Springs 4-Wheel Disc Brakes w/4-Wheal ABS,Front And Rear Vented Discs.Brake Assist and Hill Hold Control Exterior Wheels: 1 "x 8.00 Painted Aluminum Tires: P21Road Steel Spare Wheel Full-SW Spare Tire Stared Underbodyw/Crankdown Clearcoat Paint Body-Colored nt Bumper w/Colored ub Striffescle Accent Bodr-Colored Rear Step Bumper w/Colored Rubtri sci nt Ick Side WindowsTdrn Body-Colored Door Handles Chrome Bodyside Insert and ColoredI Well Tri Body-Colored r Heated Side Mirrors1 n I Folding Fixed r Window w/FlxedInterval Wiper and Defroster Glass Speed Sensitive rf bl Intermittent i Galvanized u inu n Is This document containsInformation ns I between GM and No Clients uniquely. The Information provided Is not Intended for public disclosure. R speciflefflicins,and avallabliftyare subjectto change without notice,and do not Include certain fees,laxm and charges that may be requiredlaw or vary by manufactureror region. Performimce, u a guidelines ly,and actual performance may vary. Photos may not represent actual vehicles or exact oonliguralonS. Content based on report p fs Input Is subjectto the accuracy of the Input provided. Date Version: ° Date UpdaW. Nov 2,20184° PDT. Nov 2,2018 Page 4 Page 1142 of 1324 M� Garber Automall Fleet Ryan Davis 1 (904)264-2442 ext.2350 I rdavls@garberautomall.com [Flog]2019 Dodge Durango(WDEE75)Pursuit AWD(8) Exterior Lip Spoiler Front License Plate Bracket Black Grille Llftgete Rear Cargo Access Tollgate/Rear Door Lock Included w/Power Door Locke Front Fog Lamps Perimeter/Approach Lights LED Brakelights Fully Automatic Aero-Cote Halogen Heedlemps w/Delalp-Off Laminated Glass Entertainment Radio w/Seek-Scon,Clock,Aux Audio Input Jack,Steering Wheal Controls and Voice Activation Radio: Uoonnect 4 wrr Display Streaming Audio Fixed Antenna 6 Speakers Uconned w/Bluetooth Wireless Phone Connectivity 2 LCD Monitors In The Front Interior Front Seats w/Power 4-Way Driver Lumber 12-Way Power Driver Seat-Inc:Power Recline,Height Adjustment Fore/Aft Movement,Cushion Tilt and Power 4-Way Lumbar Support 4-Way Passenger Seat-Inc:Manual Recline,Fore/Aft Movement and Fold Flat 60-40 Folding Split-Bench Front Facing Manuel Reclining Fold Forward Seetback Rear Seat Manual TIVrelescopin g Steering Column Gouges-Inc:Speedometer,Odometer, it Pressure,Engine Coolant Temp,Tachometer, it Temperature, Transmission Fluid Tamp,Engine our Meter.Trip Odometer and Trip Computer Power Rear Windows and Fixed 3rd Row Windows Leather Steering Wheal Illuminated Front Cuphold Rear upholder This document Ins!nformation considered Confidential behmn GM and its Merle uniquely. The Information provided Is not Intended for public disclosure. Prices. specifications,and avallablifty are subject to change without notlos,and do net Include certain lam,beves and charges that may be required by law or wary by manufacturer or region. Performance figures are guidelines only,and actual performance may vary. Photo*may not represent actual vehicles or axed configuration@. Content based an report preparers Input Is suW to thea of the Input pronrided. Date Version: 6899. Date Updated: Nov 2.2018 4AS:00 AM PDT. Nov 2.2018 Page 6 Page 1143 of 1324 M , Garber t II Fleet Ryan Davis ( ) - I r vis rb II. [Fleet]2019 Dodge Durango( 75)Pumult A ( ) Interior 3 12V DC Power Outlets Compass Proximity For Doom And Push Button Start Valet Fun ion Power Fuel Flop Looking Type Remote Keyless /In r Transmitter, Illu in try and Panic Button Remote Releases-Inc:Power Fuel Cruise Control w/Staedng Wheel Controls Dual Zone Front Automatic Air Conditioning Rear HVAC w/Separate Controls HVAC-Inc:Auxiliary Rear Heater, lin r/ ill r Ducts andConsole u Illuminated inGlove Driver F Interior Tri -Inc:Chrome Interior Aooents Full Cloth Headliner Urethane r Shift Knob Cloth Low-Back Bucket Day-Night Auto-Dimming RearviewMirror Driver And Passenger Visor Vanity Mirrors Full Floor Console /C e,Mini Overhead Console w/Slorage and12V DC Power Oudets Front And Rear Map Lights Interior Lighting Ful!Carpet Floor Covering-Inc:Carpet Front And Rear Floor Mats Carpet Floor Tri Cargo Area Concealed Cargo Space Lights Smart Device Integration FOB Controls-Inc:Trunk/Hatch/Tallgate andWindows Instrument Panel Bin,Driver/Passenger And Rear Door Bins Power 1st Raw Windows / rlv r And Passenger IJou Up/Down This document contains Information B bobween GM and Its Clients uniquely. The Information provided Is not Intended for public disclosure. Prices, specifications,and availability are subject to change without notice,and do not Include In fees,tun and chargest may be requiredlow or very by manufacturer or region. Performance u are guidelines only,and actual performance may vary. Phoin may not represent actual vehicles or otact configurations. content based on report s Input Is Bubject to the accuracy of the Input pruAded. Date W pd 2,2018 4:48:00 AM PDT. , o18 Page a Page 1144 of 1324 Garber Automall Fleet Ryan Davis J ( )264-2442 . 3rdavisftarberautomalixorn [Fleet]2019 Dodge Durango )Pursult A ( ) Interior Delayed Accessory Power Power Door Locks w/Autolock Feature Systems Monitor Redundant Digital Speedometer Trip Computer OutsideTomp Gauge Dlgkal/Analog Display Manuel Anti-Whiplash w/Tfit Front Head Restraintsn Fixed Rear Head Restraints Front Center Armrest w/Storage andr Center Armrost Sentry Engine Immobilizer Ir Filtration 8deLy-Mechanicall Electronic Stability Control(ESC)And Roll Stability Control(RSC) ABS And D"Ine Traction 1 Ba"-Exterior Side Impact S~Interlor Dual Stage Driver And Passenger Seat-Mounted ide Alrbags Roadside i n 1-1 Call Emergency Soo nse w/Stop Rear ParkIng Sensors Tire SperAc Low Tireu arnin Dual Stage Driver And Passenger Front Airbags Curtain 7 at,2nd And 3rd Raw Alrbage Alrbag Occupancy Sensor Driver Knee AJrbeg Rear Child Safety Locks Outboard Lop And Shoulder -Inc:Rear Center 8 Point.Height Adjustem and Pretansloners P rBack-Up Camara This document i hirlormation considered CordidentM bellareen GM and be Clients uniquely. The Information proAded Is not Intended for public disclosure. specifications.and availability am subject to change without notIM and do not Include caftin faW twm and charges that may be requiredlaw or very by manufactureror region. Performance ures am guidelines only,and actual peftmence may vary. Photos may not ropmeent actual vehicles or exed configurations. Content based an report preporses Input Is subject to the accuracy of the Input . Data Vemlon. 6090. Data Updated: Noy 2,2018 4:48:00 AM PDT. Nov ,2016 12age 7 Page 1145 of 1324 Garber Automall Fleet DavisM Ryan 1rdavis@garberautomall.com [Fleet]2019 Dodge Durango 7 )Pursuit AWD( ) WARRANTY Basic Years: BasicMfles/krri: 36,000 Drivetraln Years: Drivetrain II : 700,000 Corrosion : Corrosion it : Unlimited Roadside Assistance Roadside si n it 0,000 Is document contains information considered Confidentlel between GM and its clients uniquely. The Information provided Is not Intended for public disclosure. P ns,and availabilitya sub ng n , don Include in and a be requiredI or vs manufacturer r n. Parrormance ftumare guidelinesonly,and actualp a may vary. h may not represent actual vehicles or exad contiligurations. Content based on report properses Input In subject the accuracy of the Input pnFAdad. Date Version: 51199. Date Updated: Now 2,2018 4.48:00 AM PDT. Nov 2,2018 Page s Page 1146 of 1324 s f fir'. .�� 4r��:a�rt�:r•�s�• C1,01, -rTE M Abe..m FLORIDA SHERIFFS ASSOCIATION & FLORIDA ASSOCIATION OF COUNIUS Nam of Dealwiship 7�W of Vehicle Zone Home Unit Fda Garber Chryder Dodge Truck,Inc. 2019 ) it e , ALT-Alan Jay Chrysler Jeep Dodge of Wauchula, 2019 Dodge Dmup Pursuit '1' Weston , 574.00 5) Garber Chrysler c. 2019 Dodge Dump)Puroft Udlity ALT-Alan Jay Chrysler Jeep Dodge of Wauchula 2019 Dodge Durango Pursuit Ufflity V6 Nordmn $28,424.00 5) Garber aryder Dodge Truck,Inc. 1Dodge Dumago 5) $28,316-00 ALT-Alan Jay Chrysler Jeep Dodge of Wauchula 2019 Dodge Mumago Pumdt Utility V6 Cdentral $28.324.00 Garber Chrysler c. 2019 Dodge Dump Pursuit Utility V6) S29,416.00 ALT-Alan Jay ChryslerJeep Dodge of Wnuchula 2019 Dodge Domga Pwndt Utility Vd Southern $28,424.00 7 ) 17 .� RIP Page 1147 of 1324 r JHAG I Ir MAMMA COUMAIM & FLORIDA ASSOCIATION OF COUNTIES SPECIFICATIONM 2019 Dodge Durango Pursuit Utility V6 AWD 2BZ (WDEE75) Pursuit '' 7 equipment vehicleas speaffl6d by the manuhaura for this MOM and FSA%but vehicle specification(s)requirementa which Included and made a part of this contracts i . UM: *Wntcm *Northern i southern BASE PRICE: $28,466.00 ,4 . WWI@ the Florida Sheriffi Association and Florida Association 'es have attempt9d to identity MW include ham most Men rowmated by participatinji Mmicies r fall sin vahicla,we realize equipment needs and piciarmices ars going to flexibilityIwhich vehicleallow the purchaser to tallor the ' equipmentcular wants or neek The following ir misted we am provided ham to assist you in approximating the total cort of the type i this pmgram.Simply deduct dW cost of EW of the followingi iteras you wish delated fivm the bass unit am andtor add the cost of y equipment items you wish added to the base unit approxinsate cost of the 4W s)you wish to order, NOTE:An illiating of all add/doleta options and their prices shoulddealer propering your orda.Additional add/doleft options other than those listed ham may be available through the dealers,however,time listed hem mad be honored by the dealers in your zone at o stated prices. Page 1148 of 1324 75) DEA . . M Garber Claysler Dodge Gerber anyaler Dodge Garber Chryslor Dodge Garber Chryder Dodge Lao. Tnmk I= PRICE:BASE H $29.416.00 Order Code Delete updons All YAnce 1 Fmnt dam body side molding 5'round dome lamp NA Order Code Add Options All Zoua priority atie0attery saver KA LEDHE Dtiv&s Side Spotlight upgm&to 110 I t i , t EUMMWMWffJGMrO LED t 'RigWhand .11 " t with claw halogen bulb,Wtory installed " 1 ADD DOM MM MW PASMYGER ME VWLWO SIM FOR LED MIM=Jff UPGNM I TERMI (Trainco anti-dieft-fixg activated,deader installed S246.00lkw1, f warms® ® policeRoof wiring WNWut hole NA Accessory fad wim ibr i Ready Buckle " f SyMn NA LHS ILeft Side Spot L(&(DLR) S396.00- Wflon powered hunk hoon,fttory instsiled. NA C Sued appearance group NA Full ! 1 r - x I inoperativeRear door kwks&handles I f inoperative,dealer modificationt DDW Rau windows I i . I DwkrMWVkadwI 00 Courtney light disabled Side il" TINT LqA deep tinted film,t 1. " dealer kaudied $299.00 t t Dsdw TW t t warranty, ►. 1 ' r Additional Kxy�s�m $A,90 When Rprbcah le $246.00 KEY oyo FLPR CU-NI WS t teat visors-stick-on style $126.00 t RS Raiashields-flee style $126,001 DBWB Door bluk&rear windaw barriers with manual t 1ook override(SathuN Pro-Gard,Ciuisen or $479.00 app"ad equivalent) 1 i PA&T4 g) 1 AJHX I tequipment t I. T - a 4 C f6' r r R . 1 Page 1149 of 1324 VEMCLE.® ) DEAMR: GwWCJ:zyihrDodp Gabor aryaler Dodp Garber Chrysler Dodge Offbarm7dwDodge Tfuck I= Truci�Ire� Track Inc. Truax IML BASS ® SnW.00 $28,216.00 , . OptionalADL . f. PAW 1 Fh N A' 01xi lar'1 quAp em 9 epees, 3 w.0C) ,Law"IM.wit � CONS Optional mat Ify $696.0011 ALP' Opitiond equipmat- ' 1 1• booftLeglonAutbar Lfodff YM Mabwm AlkyughrA&qdDqfflvA—AMWW ARM MAIN er (A r )® 9 ; 'UM-PACKAGE.REPLACE MGBMR WffRBwPftMSqw r r f P A VAHARM woo1 ir specl , $1,198.00' WRAP=JMOMMEGUAM ' I 1 — ' PBIOOA16 Badna PBlOCA16— "Aluminum Push Bumper NAi 1 1 A PB4 aa P um B uArbt Go Rhino 5000 Series Push Bumpers NA Raw Mansport Sea—LagunR System.3P NA Raw Tmsport Sent—Pro Gard 6000 Wes NA Rear Transport Sot—Cruiser PCMOI 2 NA Raw Tmnspoft Sot with mdanded sea t- 1 ' I )Cage with slidingl width lower NA' extension panal,dealer' ' lower extension panol,dakr $946.001 Installed ADD$596 FOA 12 FS PAM CMW BAMM MTXL ! lost 0Seama#10 Series Lam Cage with slidingII width lower eadension $996.00' installed ADD$396 FM 12 FS PMR C4800 RIMER STEEL ' Cruisen Cage whb slide ,lower eadension panels,dealer installed Cruisers Cage with 1 1 1 s,dealer finWled NA ' L icle Our seat am)K-9 Container to protect the public,ofter, $2,696.003 vehicleK-9,and vehicle.Plesso specify t for installation,shipft delivery prices. ADD$400MA 1 ' ERDO1 Electronic Ranote Rea Door t releaseto vehicle . Page 1150 of 1324 , ) DKALER: Oarber Ckys]cr Dodge Garber Cbryder Defte Gartier C3ryskr Dofte Garber Chryder Dodge Truck EMO. Truck lam Truck MM TMk IML BASS • $29,216.00 =1316.00 V"16.00 HAS Heat Alarm Sydam to be und I '1 vehicle.we inside The INST Libor rate pw how AVT CerOdLabar Rhoper How i $105.00 TrAG Temporary" S6.00t 1 A&S25 jfOwrftMM*pft&q&*W TRANS 1 ' wdsting (must 3 provide ) 1. 3 % 9 T". `a ,xw (sinctfy MMIC',kwuw, rim,.,hcrifr,t.°ir i 1 hUntacance Plan 1 - specify NA Maintenance 1 -specify i r P 1 1 t Page 1151 of 1324 11.A. NEW BUSINESS 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Review and action on Annual Performance Evaluation for the City Manager. EXPLANATION OF REQUEST: Pursuant to the City Manager's Appointment Agreement, the Commission will provide the City Manager with a performance evaluation no less than annually. Ms. LaVerriere's last evaluation was on December 19, 2017. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? Providing feedback regarding performance allows opportunities to recognize areas of strength and to suggest opportunities for improvement. FISCAL IMPACT: Budgeted I n conjunction with any review of performance, the Commission may increase the base salary and/or other benefits of the City Manager in such amounts and to the extent the Commission may determine is proper. The Commission may, from time to time, grant the City Manager a performance bonus, provided the bonus is granted in accordance with Florida Statute 214.425. Modification to monetary items in the Agreement may have a resulting financial impact. ALTERNATIVES: N/A STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? Grant Amount: Page 1152 of 1324 ATTACHMENTS: Type Description D Addendum Agency Manager Salary Survey D Addendum Appointment Letter and Addenda (Historical) D Addendum Evaluation Form® Mayor Grant D Addendum Evaluation Form® Commissioner McCray D Addendum Evaluation Form® Commissioner Katz Page 1153 of 1324 a, C -O O T 0 ~ ? ? ? ? ~ f0 f0 0 16 0 ,6 f0 f0 f0 f0 d d a f0 d d d d O7 7 7 OE CE 7 7 7 7 E C �M 0 v in c c a a a rn � O LO v (U v °/ :2 :2 ( a) (U0 i ° N R O O O a O O d O O O O d (6 3 O O O O O O O O O v 16 p O O O ai N o0 O N N o0 O O u a I� l0 l0 v U n w v n n l0 l0 L'- C N U aT� T aT� c +. 3 V (J V O H i 3 N i ci 00 00 w Ln O O O Ol 00 O Ln �T O N qT m w M O O O -1 00 O O -1 O N lq m N O O O lq Lr O O Lr R n O O qT a-4 Ln Ln Ln Ln Oi Oi Oi ci m m qT n Ol Ql m .-i N qT m w n .-i L N N N N -1 a-4 N N N N N .-i .-i N R R O y y +' wO Ln N O r, l0 Ol m N Ln O N w O o n r, m ccoo r, m om m m om a 3 Z w C O m o O N O O O O 00 O O O O m o m of a ri oo �n 0. O -1 -1 a) rl rl w w w w �n m m a c s w � t i U t Y 16 N N i6 L d C7 s s E O m U U N N C N O. m N m N O O m m iF 0 > m+� d C i E i N U d T y 7 U m CL E 0 m D 0 p .� p O R Y 2 a O N O O O O O O O C 00 O O O O C _ > > > > 3 ADDENDUM TO APPOINTMENT LETTER This Addendum amends the Appointment Letter between the City of Boynton Beach and the undersigned. Unless expressly modified by this Addendum, the original terms of the Appointment Letter and any previous Addendum shall remain in full force. The Appointment Letter is amended as follows: BASE SALARY. Section 2.1 of Employee's Appointment Agreement is revised to increase the base salary to $191,235.20 effective December 19, 2017. DEFERRED COMPENSATION: Section 11.3 of Employee's Appointment Letter shall be amended to read as follows: In addition to the base salary paid by the CITY to CITY MANAGER, CITY will pay an amount equal to the IRS maximum allowable contribution, which shall also include the IRS maximum allowable for "catch up" provisions, into the ICA-RC on CITY MANAGER's behalf, in equal proportionate amounts each pay period, and to transfer ownership to succeeding CITY or the CITY MANAGER upon CITY MANAGER's resignation or discharge. (The IRS allowable maximum, including the "catch up" provision, for calendar year 2018 is $24,500.00). Each and every other term and condition of the original Appointment Letter, and any subsequent addendum, not herein specifically amended shall remain in full force and effect. In the event of a conflict between the Appointment Letter and this Addendum, the Addendum shall control. The foregoing provisions represent the agreement of the parties and become effective upon signature of tMh es. Dated:_( /17 Q�,WiAARd'Dated: 1 '420'M �t`e`ven B. Grant Lori LaVerr'ere Mayor Page 1155 of 1324 ADDENDUM TO APPOINTMENT LETTER This Addendum amends the Appointment Letter between the City of Boynton Beach and the undersigned.. Unless expressly modified by this Addendum, the original terms of the Appointment 1.,etter and any previous Addendum shall remain in full force. The Appointment Letter is amended as follows: BASE SALARY. Paragraph 2.1 of Employee's Appointment Agreement is revised to increase the base salary by 2%, effective December 19, 2016. Each and every other ten-n and condition of the original Appointment Letter, and any subsequent addendum, not herein specifically amended shall remain in full force and effect. In the event of a conflict between the Appointment Letter and this Addendum, the Addendum shall control. The foregoing provisions represent the agreement of the parties and become effective upon signature of the parties. Dated: f , t Steven B. Grant Lori LaVerriere Mayor Page 1156 of 1324' ADDENDUM TO APPOINTMENT LETTER This Addendum amends the Appointment Letter between the City of Boynton each and the undersigned. Unless expressly modified by this Addendum, the original terms of the Appointment Letter and any previous Addendum shall remain in full force. The Appointment Letter is amended as follows: BASE SALARY. Paragraph 2.1 of'Employee"s Appointment Agreement is revised to increase the base salary by 3%. effective December 1, 2015. Each and every other to and condition of the original Appointment Letter, and any subsequent addendum, not herein specifically amended shall remain in full force and effect. In the event of a conflict between the Appointment Letter and this Addendum, the Addendum shall control. The foregoing provisions represent the agreement of the parties and become effective upon signature of the parties. A Dated: Dated: / T [or Lori La err-iere � ayor Page 1157 of 1324 ADDENDUM TO APPOINTMENT LETTER This Addendum amends the Appointment Letter between the City of Boynton Beach and the undersigned. Unless expressly modified by this Addendum, the original to of the Appointment Letter and any previous Addendum shall remain in full force. The Appointment Letter is amended as follows: BASE SALARY. Paragraph 2.1 of Employee's Appointment Agreement is revised to increase the bases by 2%, effective December 15,2014. Each and every other to and condition of the original Appointment Letter, and any subsequent addendum, not herein specifically amended shall remain in full force and effect, In the event of a conflict between the Appointment Letter and this Addendum, the Addendum shall control. The foregoing provisions represent the agreement of the parties and become effective upon signature of the parties. Dated:- //s Dated:--/AE/-1 O f J Ta 'i L Ver, jrayo f--F-(-ElVf D OW 1 . it Page 1158 of 1324 R 1q- 008 ADDENDUM TO APPOINTMENT AGREEMENT This Addendum dated the_W day of January, 2014, amends the Appointment Agreement between the City of Boynton Beach and Lori LaVerriere, City Manager, Unless expressly modified by this Addendum, the original terms of the Appointment Agreement and any previous Addendum shall remain in full force. Pursuant to City Commission action taken December 17, 2013 the Appointment Agreement is amended as follows: 1. BASE SALARY. Employee's annualized base salary of $165,000.00 is increased by 3% effective December 18, 2013. 2. 11.3 CITY and CITY MANAGER agree to execute a necessary agreements provided by the International City Management Association-Retirement Corporation (ICMA-RC) for CITY MANAGER's participation in said 1CMA- i t irement plan, or any other comparable deferred compensation program. In addition to the base salary paid by the CITY to CITY MANAGER, CITY agrees to pay an amount equal to 8% of the CITY MANAGER's base salary not to exceed the maximum annual contribution' including catch up permitted by IRS regulations into the ICMA-RC account on CITY MANAGER's behalf, in equal proportionate amounts each pay period, and to transfer ownership to succeeding city or other qualified employer or the CITY MANAGER upon CITY MANAGER's resignation or discharge. 3. Each and every other to and condition of the original Appointment Agreement, and any subsequent addendum, not herein specifically amended shall remain in fidl for and effect. 4. In the event of a conflict between the Appointment Agreement and this Addendum,the Addendum shall control. CITY OF BOYNTON BEACH, FLORIDA h -- By: kie�, j d 141 Dat e d: tIERRYp'-Al R Mayor CITY MANAGER ated:—//jF///3 LORI LAVERRIERE City Manager 'Me maximum contribution for 2014 is S 17,500 00 plus$5500.00 catch lip if eligible Page 11 1324 APPOINTMXNT AGREEMENT Th THIS AGREEMENT, made and entered into this day of February, 2013, by and between the City of Boynton Beach, Florida, a mmiicip�i—corp�ration, (--crrr,,) and LORI LAVERRIERE CICITY MANAGEW),pursuant to these terms and conditions: WrrNESSETH: WHEREAS, the City Commission C'COMMISSION"),pursuant to the City Cbmter and Code of Ordinances has the power of appointment of the City Manager; and WHEREAS, the Commission has determined that LORI LAVERRIM meets the qualification requirements to serve as City Manager and wishes to fornialize her December 18, 2012 appointment as CfTY MANAGER of the City of Boynton Beach and provide turns and conditions of appointment; and WHEREAS, LORI LAVERRIERE wishes to accept appointment as CITY MANAGER of the CITY under the terms and conditions recited herein. NOW, THEREFORE, the COMMISSION, acting on behalf of and for the benefit of the CrIY and CITY MANAGER agree as follows- 1.0 Duties 1.1 Crl'Y MANAGER shall perform the functions and dutiesspecified in Article IVP Section 49,of the City Charter and other legally perraissible and proper duties and functions as required of the office or as directed by the COMMISSION. 1.2 CITY MANAGER agrees to perform the duties of C17Y MANAGER with care, diligcnce� skill and expertise. 2.0 S MW 2.1 CITY will pay CITY MANAGER for an annualized base salary of ONE HUNDRED SIXTY-FrVE THOUSAND ($165,000.00) DOLLARS, payable in equal bi-weeldy payments; paid at the same time that other managerial level employ=of the CITY are paid. 3.0 Performance Review. 3.1 1he COMMISSION will provide the C" MANAGER with a performance evaluation no less than annually, utilizing a process, form, criteria, and format for the evaluation which shall be agreed upon by the members of the CONIMISSION in consultation with the CITY MANAGER. Page 1160 of 1324 3.2 In conjunction with any review of performance, the COMMISSION may increase the base salary and/or other benefits of CITY MANAGER in such amounts and to such extent as the COMMISSION may determine is proper. 3.3 The COMWISSION may, from time to time, grant the CITY MANAGER a performance based bonus, provided the bonus is granted in accordance with s. 215.425,Floiida Statutes! 4.0 rerms OfARR2int—ment, 4.1 The term of this agreement commences when signed by both parties and is retroactive to December 18, 2011 The compensation differential resulting from the Cr1Y MANAGER's salary adjustment shall be paid in lump Sam the first fall pay period immediately following the execution of this agreement 4.2 The CrIY MANAGER serves at the pleasure of the City Commission and therefore the appointment has no fixed term. 4.3 Noffiing in this Agreement "I limit the right of the COMMISSION to terminate the appointment of CITY MANAGER at any time, subject only to the provisions set forth in Section 5.0 of this Agreement. 4.4 Nothing in this Agreement shall prevent limit, or otherwise interfere with the right of the CITY MANAGER to resign at any time fim her position with the CITY, subject only to the provisions set forth in Section 5.0 of this Agreement. 4.5 The Commission consents. to the Cr1Y MANAGER to residing outside the City, limits of Boynton Beach. 5.0 Tennination g:c_ndifions pd Pay 5.1 This Agreement shall terminate: 5.1.1 by mutual agreernent of CITY MANAGER and the CITY. 5.1.2 by the CITY CONIMISSION's unilateral termination of C11Y MANAGER. 5.1.3 death of CITY MANAGER. 5.1.4 resignation of CITY MANAGER. All refemces to State statute maw the cited statute as amended or rummeribmd kom time to time. 2 Page 1161 of 1324 5.1.5 amendurent of the City Charter or Code of Ordinances pertaining to the role� powers, duties, authority, responsibilities of the CITY MANAGER's position that substantially changes the authority of the CITY MANAGER, in which case, the CITY MANAGER shall have the rigbt to declare that such amendments constitute unilateral City termination in the same manner as 5.1.2 above. 5.2 In the event of a conflict between the severance benefit terms of this agreement and the limitation on severance benefits as provided in s. 215.425, Florida Statutes, the ® of the statute shall prevail. 6.0 6.1 Unilateral tennination shall be by vote by the COMMISSION and need not reflect performance related reasons. In the event of a termination for misconduct, the CITY MANAGER is not entitled to severance pay in accordance with s. 215.425, Florida Statute& If this Agreement is terminated by unilateral action by the CHY not based on misconduct� CITY MANAGER shall be entitled to: 6.1.1 unpaid base salary through the effective date of the termination. 611 twenty(20)weeks of severance pay. The term severance pay shall have the meaning as set forth in s. 215.425,Florida Statutes. 6.1.3 refinbursemcm for as-yet unreimbursed expenses pursuant to this Agreernent. d1. all earned and accrued vacation leave. .1" all earned and accrued sick leave. 7.0 Rights iJxm Termin Agreement. 7.1. If this Agreement terminates upon mutual ageement of the parties, Cr1Y MANAGER the negotiated terms of severance shall be consistent with the limitation on severance pay as set forth in s. 215.425, Florida Statures. 8.0 eath. this Agreement terminates due to CITY MANAGER!s disability or death, CITY MANAGER or her guardian or personal representative shall be entitled to the following compensation and benefits- Page 1162 of 1324 8.1.1 base salary to date of death or lot day of work if disability. .1. reimbursement for as-yet myeimbursed business expenses pursuant to this Agrement. . . earned and accrued sick and vacation leave. 8.1.4 life and/or disability benefits,if appficable. ® accaued deferred compensation. 8.1.6 in the event of any disagreement or dispute regarding to whom payment shall be made,the CITY may rely on a court order or in the absence of an order, may interplead the payment wiffi a court of properjurisdiction. 9.0. Rights and Obligations Ution Termination Due to Resiggation. 9.1. If this Agreement terminates due to CrN MANAGER's resignation, CIW MANAGER Ili entitled only to the following compensation and benefits: 9.1.1 base salary through the date oCr " or such other date as mutually ageed to between CITY MANAGER and the CITY. 9.1.2 reimbursement for as-yet unreimbursed expenses pursuant to this Agreement. 9.1.3 earned and accrued sick and vacation leave. 9.1.4 accrued deferred compensation. resignation shall be submitted in writing to the COMMISSION through the City Clark and "I provide for an actual resignation date no later than thirty (30) days following -the date of notice of resignation, or later with the consent of the COMMISSION. The COMNUSSION may establish an earlier separation date, but compensation and benefits shall accrue through the full thirty(30)days. 10.0 Automobile 10.1. The CITY shall provide use of a vehicle to the CITY MANAGER which shall be used for business and unlimited pawnal use within the State of Florida. The vehicle shall be suitable for conducting City business and of comparable quality to vehicles purchased for or assigned to City Managers in Palm Beach County, The 4 Page 1163 of 1324 CITY shall be ® for paying ibr liabihty� property damage, and comprehensive insurance, and for the purchase (or lease), operation, maintenance, rcpairand regular maintenance of a take home, automobile. Until such time that the CITY issued vehicle is made available to the CITY MANAGER the CITy will pay the CITY MANAGER a monthly vehicle allowance of$600'per month retroactive to December 18V 2012 to the date of delivery of a CrIT issued vehicle. 11. jitional Benefits, 11.1 The CITY will pay the premiums for City provided health, 'vision, dental, and disability insurance for the Employee and her dependem. 11.2 CITY shall pay for and provide the CITY MANAGER with term life insurance in an amount no less than $330,000.W The City will not be responsible for policy renewal after the date of termination of appointment. 11.3 CITY and CITY MANAGER will execute all necessary agreernents provided by the International City Management Association-Rchrement Corporaton (ICMA- PC) for CrrY MANAGER's participation in said lCMA-RC retirement plan, or any other comparable deferred compensation program. In -addition to the base sala:ry paid by the CITY to CITY MANAGER, CrIT will pay an amount equal to 9% of the CITY MANAGER's base salary, or S 13,200.00 annually, whichever is less, into the ICMA-RC on C= MANAGER's behalt in equal propoltonate amounts each pay period, and to transfcr ownership to succeeding CITY or the CITY MANAGER upon CHY MANAGERs resignation or discharge. 11.4 CITY MANAGER will accumulate vacation leave as provided under the rules and regulations for other managciial employees of the CITY, including pay-out for unused vacation leave on termination based on the standard for full-time employees of the ClW hired before October 1, 199 1. 11.5 CITY MANAGER will accumulate sick leave as provided under the rules and regulations for other managerial employees of the CITY, including pay-out for unused sick leave on termination based on the standard for employees of the CITY hired be-fore October 1, 1991. 11.6 The CITY will pay for the registration, travel and subsistence expenses of the CITY MANAGER for professional and official travel and meetings to continue the professional development of the CITY MANAGER and to pursue necessary official and other functions for the CITY including but not limited to her attendance at the Annual Conference of the International City/County Management Association, and conferences and meetings sponsored by the Florida City/County Page 1164 of 1324 Management Association, and such other national, regional, sta-te, and local organizations, civic groups, and committees which the C17Y MANAGER of the CrIT is a member and as the CITY may designate. 11.7 C1717Y will pay for the registration, travel and subsistence expenses of the CITY MANAGER for short courses, institutes, and seminars that are necessary for this professional development and the good of the CITY. 11A Ile CITY will pay for the professional dues and subscriptions of CITY MANAGER necessary for her continuation and full participation in national, regional, sWe and local associations, civic groups, committees, and organizations necessary and desirable for her continued professional participation, growth and advancement, and fur the good of the CITY, including but not limited to ICMA, FCCMA,PBCCMA. 12.0 Reimbursable Business Ex Senses 12.1. CrN will reimburse CITY NIANAGER for all business-related expenses upon presentation to the Finance Director of duly executed expense vouchers, receipts, statement or personal affidavits. 13.0 Outside Activities 13.1 The appointment provided for by this Agreement shall be the CITY MANAGER's pnmary employment Recognizing that certain outside consulting or teaching opportunities provide indirect benefits to the CITY and the community, the CITY MANAGER may elect to accept: limited teaching, consulting or other business opportunities with the tinderstanding that such arrangements must neither constitute interference with nor a conffict of interest with her responsibilities under this Agreement 14.0 Indemnification 14.1 CITY shall defend, hold harmless from, and indemnify CITY MANAGER against anytoM professional liability claim or demand or other legal action, whether groundless or otherwise, arising out of an alleged art or omission occurring in the performance of ary MANAGER"s dudes as CITY MANAGER. CITY shall either compromise and settle any claim or suit or pay the amount of any judgment against CITY MANAGER rendered thereon,if not compromised and settled. 14.2 CrFY reserves the right to select, appoint, retain, and discharge legal counsel necessary to provide the foregoing defense, 15.0 hDomndLing 6 Page 1165 of 1324 15-1 CITY shall bear the fail cost of any fidelity or other bonds required of the CITY MANAGER under any law or ordinance. 16.0 Other Terms c"A r^*%A4+4 )nScaent 16.1 The CITY-has appropriated fimds of the CITY in an amount sufficient tof4ad and pay all financial obligations of the CITY MANAGER pursuant to this Agreement, including but not limited to, the Severance and other benefits set forth above. 16.2 The COMMISSION, in consultation with the CITY MANAGER shall fix such other terms and conditions of appointment, as it may determine from time to time, relating to the performance of CITY MANAGER, provided such terms and conditions are not inconsistent with or in conflict with the provisions of' the Agreement the City Charter or any other law but no subsequent agreement that would modify monetary benefits is binding on the parties unless reduced to writing and approved and signed with the same formalities as this Agreement. 16.3 Them are no established hours of work for the CITY MANAGEP, The CITY MANAGER shall dedicate herself to the tasks necessary to effectively and efficiently manage the affairs of the CITY. The CITY MANAGER may adjust her regular work schedule to balance the demands of extended business days and night meetings,upon reasonable notice to the COMMISSION. 16.4 The CITY will provide the CITY MANAGER with a laptop computer or other similar electronic devices suitable for on and off site business use, 17.0 Binding liffed 17.1 The Agreement shall be binding on the CrIY and CITY MANAGER and the successors, assigns, and heirs of each respectively. 17.2 7he effective date of the Agreement shall be the date it is last signed by either the CffY or the CITY MANAGER, End of-Igreement signature pagefollows Page 1166 of 1324 IN WNNESSVW1ERE0F, the parfics sign and exemste this Agremnent. CITY OF,BOYNTON BEACH,FLORIDA Dated- W, S5 6y VIOL Woods CITY MYANAG veni Approved as t m ATTEST: Clerk, ,,. HA O 301 9M 182 MAGREEMENTSUveni= 13 f Page 1167 of 1324 6 Performance Evaluation for the City Manager FOR: Lori_LaVerriere DATE: Lf/Te, NAME OF EVALUATOR: tvtj ANNUAL EVALUATION PROCESS: 1. The Mayor and each City Commissioner is requested to complete the evaluation form based on his/her assessment of the City Manager in ten major areas of responsibility that include a total of 32 specific performance measures. An "Overall Impression" rating and six (6) comment areas are also included. 2. The Mayor and each City Commissioner shall discuss the evaluation individually with the City Manager at a Performance Conference. Preliminary scores may be adjusted as a result of the discussion. There is a "Comments" section below each question for clarification purposes, if necessary. 3. A composite Ratings Summary Chart shall be prepared by the City Manager and provided to the City Commission. (The detailed rating sheets of the other Commission members will be provided when requested.) 4. The performance evaluation shall be reviewed at a Commission meeting at which point the City Commission shall consider an increase in the Manager's compensation. INSTRUCTIONS: Rating Scale: Each question is followed by a rating scale. Raters may circle the selected performance indicator(1,2,3,4 or 5)or place an "X"along with a numerical score on the rating scale line when you feel a rating falls between two whole numbers. There are 32 listed performance indicators in the ten major performance categories on the pages that follow: 1 = Unsatisfactory: poor, needs substantial improvement = VERY DISSATISFIED 2 = Below expectations: needs improvement = MARGINAL 3 = Satisfactory: meeting an acceptable performance level = SATISFIED 4 = Meeting expectations: very good = MORE THAN SATISFIED 5 = Exceeding expectations: excellent = VERY SATISFIED Page 1168 of 1324 CITY MANAGER'S TEN MAJOR AREAS OF RESPONSIBILITY I. Organizational Management 1. Leadership: Does the City Manager motivate others to maximum performance? Is the City Manager respected as demanding but fair? Is the City Manager providing the necessary assistance to the Board and leadership to the City's staff and volunteers? Does the City Manager get enthusiastic response to his/her new ideas and needed organizational changes? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets TI eds Expectations Expectations Expectations COMMENTS:-------, 2. OMMENTS:.—..an... -- 2. Supervision: Does the City Manager adequately supervise and direct the activities of the Department Heads and staff?Is the City Manager able to control the operational activities of the City through others? + + + + 1.0 2.0 3.0 K4.0 5.0 Unsatisfactory Below Satisfactory Exceeds Expectations Expectations Expectations COMMENTS: 3. Job Organization: Does the City Manager delegate responsibility effectively? Does the City Manager use his/her time productively? Does the City Manager program activities in an orderly and systematic way? + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets e -s Expectations Expectations Expectations COMMENTS: Page 2of15 Page 1169 of 1324 4. Staff Development: Does the City Manager appoint and train effective subordinates? Is the City Manager able to recruit and retain quality employees? Is the Manager committed to having City staff operate well as a team? Does (s)he effectively develop Department Heads and staff members? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectations COMMENTS: H. Fiscal/Business Management S. Budget: Is the budget developed in a systematic and effective manner? Is the budget proposal from the Manager reasonable and appropriate? Is the annual budget presented in a timely manner and does it reflect a well-planned,realistic and accurate financial plan?Does the City Manager carry out the budget satisfactorily and control expenses within the levels set in the budget? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory a Exceeds Expectations Expectations Expectations COMMENTS: 6. Agendas: Does the Manager prepare comprehensive, relevant and complete agenda topics and reports for the City Commission? + + + `+ + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory z Exceeds Expectations Expectations Expectations COMMENTS: Page 3 of 15 Page 1170 of 1324 7. Financial Reporting: Does the Manager provide periodic financial reports in a well- designed,informative and understandable format? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets E, ds Expectations Expectations Expectations COMMENTS: 8. Managing Multiple Priorities: Is the Manager capable of prioritizing and implementing multiple priorities while considering the most important goals, objectives and tasks facing the City? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets °c,. ds Expectations Expectations Expectations COMMENTS: 9. Productivity: Can the Manager be depended on for sustained productive work?Does the Manager readily assume responsibility? Does the Manager meet time estimates within his/her control? + + + + I� "m' + x 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Ea ds Expectations Expectations Expectations COMMENTS: Page 4 of 15 Page 1171 of 1324 III. Program Development and Follow-Through 10. Execution of Policy: Does the City Manager understand and comply with the overall policies, laws and philosophy of the City? Do his/her efforts lead towards successful accomplishment of goals? Does the City Manager measure results against goals and take corrective action? + + + + ......; 1.0 2.0 3.0 4.0 tf 5.0 Unsatisfactory Below Satisfactory Meets E 'ds Expectations Expectations Expectations COMMENTS: 11. Program Development: Does the Manager translate policies and objectives into specific and effective programs?Does the Manager independently recognize problems,develop relative facts,formulate alternate solutions and decide on appropriate recommendations? + + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets * feed Expectations Expectations Expectations COMMENTS: 12. Imagination - Initiative: Does the City Manager show originality in approaching problems?Does the City Manager create effective solutions?Is the City Manager able to visualize the implications of various alternatives? ....,_ + + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets " xce s Expectations Expectations Expations COMMENTS: Page 5 of 15 Page 1172 of 1324 IV. Communication 13. Communication: Does the City Manager keep appropriate people informed? Does the City Manager present his/her thoughts in an orderly and understandable manner? Is the City Manager able to be persuasive? + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory ee . Exceeds Expectations Expectations Expectations COMMENTS: 14. Reporting: Does the City Manager submit accurate and complete staff reports on schedule?Do the reports adequately convey information on the City? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets cee s Expectations Expectations Expectations COMMENTS: 15. Commission Communication: Does the Manager provide the Commission with adequate information to make decisions? + + + + [ + 1.0 2.0 3.0 4.0 t 5.0 Unsatisfactory Below Satisfactory Meets kXce ds Expectations Expectations Expectations COMMENTS: Page 6 of 15 Page 1173 of 1324 16. Written Communication: How effective are the Manager's letters, memoranda and other forms of written information? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets xce s Expectations Expectations Expectations COMMENTS: V. Relationship with the Mayor/Commission 17. Response to Commission: Does the Manager respond in a positive way to suggestions and guidance from the Commission? Is the Manager attuned to the Commissions' attitudes, feelings and needs? d 1.0 2.0 3.0 4.0 4 5.0 Unsatisfactory Below Satisfactory Meets ds Expectations Expectations Expectations COMMENTS: VI. Long Range Planning 18. Strategic Planning: Does the Manager help develop effective goals, objectives, policies and procedures while providing an annual work plan that advises of present and future needs of the City? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations EN ations COMMENTS: Page 7 of 15 Page 1174 of 1324 19. Economic Development: Does the Manager demonstrate leadership and vision in promoting the economic development of the City while maintaining concerns for"quality of life" issues? + + + + _ 1.0 2.0 3.0 4.05.0 Unsatisfactory Below Satisfactory Meetsk),ceeds Expectations Expectations Exp ons COMMENTS:m 20. Multi-Year Approach: Is the City Manager helping the City Commission to address the City's future through multi-year planning and appropriate capital budgeting? 1.0 - 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Kxcee4s Expectations Expectations Exptions COMMENTS:_ wwe...... _.. _.. VII. Relationship with Public/Public Relations 21. Media Relations: Is the Manager skillful in his dealings with the news media? Does the City Manager properly convey the policies and programs of the City? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets' Exceeds Expectations Exp ions Expectations COMMENTS: ®_..........._. Page 8 of 15 Page 1175 of 1324 22. Community Reputation:What is the general attitude of the community to the Manager? Is the City Manager regarded as a person of high integrity and ability? Is his/her public credibility an asset or liability to the City? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Eaeds Expectations Expectations Expectations COMMENTS: VIII. Intergovernmental Relations 23. Intergovernmental Relations: Does the Manager work effectively with federal, state, and other local government representatives? Is the relationship with other local government officials beneficial to the City? Is the City Manager able to facilitate cooperative efforts among various local agencies and the City? + + + + 1.0 2.0 3.0 4.0 5.0", Unsatisfactory Below Satisfactory Meets xcee�s Expectations Expectations Ex - notions COMMENTS: Page 9 of 15 Page 1176 of 1324 IX. Professional/Personal Development 24. Objectivity: Is the City Manager unemotional and unbiased?Does the City Manager take a rational and impersonal viewpoint based on facts and qualified opinions? Is the City Manager able to divide his/her personal feelings from those which would most effectively convey the City's interest? + + rmr, + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Meets Exceeds Expectations Expectations Expectations COMMENTS: w,,,,,,,,,_,.,__,,, 25. Professional Reputation:How does the Manager stand among his/her colleagues?Does the City Manager deal effectively with other public managers?Is the City Manager respected by professional and staff representatives of other cities and counties?Does the City Manager attend and participate in seminars and conferences for professional development? + + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets .xce s Expectations Expectations Expectations COMMENTS: 26. Stress Management: Is the Manager able to resolve problems under strain and unpleasant conditions?How well does the Manager tolerate conditions of uncertainty?Does the Manager respond well to stressful situations and adequately deal with the stress inherent to the position? + + + <� + 1.0 2.0 3.0 'k; 4.0 5.0 Unsatisfactory Below Satisfactory \Meets Exceeds Expectations Exp Its ons Expectations COMMENTS:.____ Page 10 of 15 Page 1177 of 1324 X. Personal Attributes 27. Leadership Style: Does the Manager display a leadership style that is firm, but flexible and adaptable,while responding to individuals or situations in an appropriate,positive manner? + + + + y+ . 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceed Expectations Expectations Ex` ions COMMENTS: 28. General Attitude: Is the City Manager enthusiastic?Cooperative?Willing to adapt?Does the City Manager have an enthusiastic attitude toward the City, both professionally and personally? + + + + 1.0 2.0 3.0 4.05.0 Unsatisfactory Below Satisfactory Meets �XCees Epectations Expectations Ex ations COMMENTS: 29. Drive:Is the Manager energetic and willing to spend the time necessary to do a good job? Does the City Manager have good initiative and is the City Manager a self-starter?Does the City Manager have good mental and physical stamina? 1.0 2.0 3.0 4.0 f 5.0,/ Unsatisfactory Below Satisfactory Meets ExcReds Expectations Expectations Expectations COMMENTS: Page 11 of 15 Page 1178 of 1324 30. Judgment and Decisiveness: Is the City Manager able to reach quality decisions in a timely fashion? Are his/her decisions generally good? Does the City Manager exercise good judgment in making decisions and in his/her general conduct? 1.0 2.0 3.0 4.0 �tExce .0 Unsatisfactory Below Satisfactory Meets s Expectations Expectations Expectations COMMENTS: 31. Integrity: Does the City Manager properly avoid politics and partisanship? Does the Manager fulfill his/her responsibilities and duties in accordance with the ICMA Code of Ethics? Is the City Manager honest and forthright in his/her professional capacities? Does the City Manager have a reputation in the community for honesty and integrity? + + + �`` ; + 1.0 2.0 3.0 4.0 r 5.0 Unsatisfactory Below SatisfactoryCt Mee Exceeds Expectations E ations Expectations COMMENTS: 32. Self-Assurance:Is the Manager self-assured of his/her abilities?Is the City Manager able to be honest with himself/herself and take constructive criticism? Does the City Manager take responsibility for mistakes which are his? Is the City Manager confident enough to make decisions and take actions as maybe required without undue supervision from the Commission? 1.0 2.0 3.0 4.0 5.0,) Unsatisfactory Below Satisfactory Meets (Exgveds Expectations Expectations Epctations COMMENTS: OVERALL PERFORMANCE IMPRESSION: Page 12 of 15 Page 1179 of 1324 + + + + �+ 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets fxceedi Expectations Expectations Ex` a ions COMMENTS: Strengths: Based upon your overall evaluation of the City Manager, what areas would you list as his/her strong points as a manager? q v(d 1 t L� i s L I& (At Improvements suggested: Based upon your evaluation, what areas would you suggest the City Manager work on to improve his/her skills and to be more effective in specific areas or situations? i1 U Ahe 4 eoj /-tq Commendations: Area(s)of performance calling for prais%ommendation. file`s �-1 f l c l . 61 �- /! �` � C (Gtr 4S Cr` ID h tAt �e` d f r Comment Areas � ... ............m_______.._....... ,.._.� �__........ Page 13 of 15 Page 1180 of 1324 ..........._ ......_ �... 1. What are the manager's most significant accomplishments during the past year? i 2. What are the manager's strongest qualities? 3. In what areas does the manager need to improve?Recommendations. 4. Two things the manager does that you would like him/her to continue. 5 Two things the manager does that you would like him/her to discontinue. 6. Two things the Manager does not do you would like him/her to start. Page 14 of 15 Page 1181 of 1324 Performance Evaluation for the City Manager Signature Page Evaluator's Signature Date Evaluator's Printed Name Performance Conference Date: City Manager's Signature Date City Manager's Comments: Page 15 of 15 Page 1182 of 1324 Page 1183 of 1324 0 Performance Evaluation for the City Manager FOR: Lori LaVerriere DATE: November 23, 2018 NAME OF EVALUATOR: Commissioner Mack Mc Cray„ Di Gtr;et TT ANNUAL EVALUATION PROCESS: 1. The Mayor and each City Commissioner is requested to complete the evaluation form based on his/her assessment of the City Manager in ten major areas of responsibility that include a total of 32 specific performance measures. An "Overall Impression" rating and six (6) comment areas are also included. 2. The Mayor and each City Commissioner shall discuss the evaluation individually with the City Manager at a Performance Conference. Preliminary scores may be adjusted as a result of the discussion. There is a "Comments" section below each question for clarification purposes, if necessary. 3. A composite Ratings Summary Chart shall be prepared by the City Manager and provided to the City Commission. (The detailed rating sheets of the other Commission members will be provided when requested.) 4. The performance evaluation shall be reviewed at a Commission meeting at which point the City Commission shall consider an increase in the Manager's compensation. INSTRUCTIONS: Rating Scale: Each question is followed by a rating scale. Raters may circle the selected performance indicator(1,2,3,4 or 5) or place an "X"along with a numerical score on the rating scale line when you feel a rating falls between two whole numbers. There are 32 listed performance indicators in the ten major performance categories on the pages that follow: 1 = Unsatisfactory: poor, needs substantial improvement= VERY DISSATISFIED 2 = Below expectations: needs improvement = MARGINAL 3 = Satisfactory: meeting an acceptable performance level = SATISFIED 4 = Meeting expectations: very good = MORE THAN SATISFIED 5 = Exceeding expectations: excellent = VERY SATISFIED Page 1184 of 1324 CITY MANAGER'S TEN MAJOR AREAS OF RESPONSIBILITY 1. Organizational Management 1. Leadership: Does the City Manager motivate others to maximum performance? Is the City Manager respected as demanding but fair? Is the City Manager providing the necessary assistance to the Board and leadership to the City's staff and volunteers? Does the City Manager get enthusiastic response to his/her new ideas an eede,I ganizational changes? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectations COMMENTS: 2. Supervision: Does the City Manager adequately supervise and direct the activities of the Department Heads and staff?Is the City Manager able to control the operational activities of the City through others? a. , �2 + + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectations COMMENTS: Some Depa-trants improiTement needed 3. Job Organization: Does the City Manager delegate responsibility effectively? Does the City Manager use his/her time productively? Does the City Manager program activities in an orderly and systematic way? + + + + + 1.0 2.0 3.0—"77777' 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectations COMMENTS: Need to check background before hiring and more Page 2 of 15 Page 1185 of 1324 4. Staff Development: Does the City Manager appoint and train effective subordinates? Is the City Manager able to recruit and retain quality employees? Is the Manager committed to having City staff operate well as a team? Does (s)he effectively develop Department Heads and staff members? 1.0 2.0 3.0G 4.0 5.0 Unsatisfactory Below Satisfactory :. s Exceeds Expectations Expectations Expectations COMMENTS: Always room for improvement H. Fiscal/Business Management S. Budget: Is the budget developed in a systematic and effective manner? Is the budget proposal from the Manager reasonable and appropriate? Is the annual budget presented in a timely manner and does it reflect a well-planned,realistic and accurate financial plan?Does the City Manager carry out the budget satisfactorily and control expenses within the levels set in the budget? + + + + N, + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory es Exceeds Expectations Expectations Expectations COMMENTS: 6. Agendas: Does the Manager prepare comprehensive, relevant and complete agenda topics and reports for the City Commission? + + + + W + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Exceeds Expectations Expectations Expectations COMMENTS: Listen to comments, from elected officialG sn that our mob can be less stressful. Page 3 of 15 Page 1186 of 1324 7. Financial Reporting: Does the Manager provide periodic financial reports in a well- designed,informative and understandable format? 1.0 2.0 3.0 4.0 .0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectations COMMENTS: 8. Managing Multiple Priorities: Is the Manager capable of prioritizing and implementing multiple priorities while considering the most important goals, objectives and tasks facing the City? + + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Exceeds Expectations Expectations Expectations COMMENTS: auk.' ,i s_Qr; _,waccountab.le and listen to all employees. Need to be a little more conncected with citizens concerns. 9. Productivity: Can the Manager be depended on for sustained productive work?Does the Manager readily assume responsibility? Does the Manager meet time estimates within his/her control? + + + + + 1.0 2.0 3.0 5.0 Unsatisfactory Below Satisfactory ets Exceeds Expectations Expectations Expectations COMMENTS: Page 4 of 15 Page 1187 of 1324 III. Program Development and Follow-Through 10. Execution of Policy: Does the City Manager understand and comply with the overall policies, laws and philosophy of the City? Do his/her efforts lead towards successful accomplishment of goals? Does the City Manager measure results against goals and take corrective action? + + + + + 1.0 2.0 3.0 5.0 Unsatisfactory Below Satisfactory °ls Exceeds Expectations Expectations Expectations COMMENTS: 11. Program Development:Does the Manager translate policies and objectives into specific and effective programs?Does the Manager independently recognize problems,develop relative facts,formulate alternate solutions and decide on appropriate recommendations? 1.0 2.0 3.04.0 5.0 Unsatisfactory Below Satisfactory s Exceeds Expectations Expectations Expectations COMMENTS: pipr �last�evalt�� ia . 12. Imagination - Initiative: Does the City Manager show originality in approaching problems?Does the City Manager create effective solutions?Is the City Manager able to visualize the implications of various alternatives? 1.0 2.0 3.0 Veets 5.0 Unsatisfactory Below Satisfactory Exceeds Expectations Expectations Expectations COMMENTS: Improved since last evaluation. Page 5 of 15 Page 1188 of 1324 IV. Communication 13. Communication: Does the City Manager keep appropriate people informed? Does the City Manager present his/her thoughts in an orderly and understandable manner? Is the City Manager able to be persuasive? + + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory s Exceeds Expectations Expectations Expectations COMMENTS:-,-,- 14. OMMENTS: ... ____„. ._ , 14. Reporting: Does the City Manager submit accurate and complete staff reports on schedule?Do the reports adequately convey information on the City? + + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Bets Exceeds Expectations Expectations Expectations COMMENTS: 15. Commission Communication: Does the Manager provide the Commission with adequate information to make decisions? + + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory s Exceeds Expectations Expectations Expectations COMMENTS: Eager to get backup matPri al when rPn„Pct-ed and _l an. ion i v n p _.m�.. ww....wo.. .. _.... _ Page 6 of 15 Page 1189 of 1324 16. Written Communication: How effective are the Manager's letters, memoranda and other forms of written information? -s.... + + + + A,, + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory s Exceeds Expectations Expectations Expectations COMMENTS: V. Relationship with the Mayor/Commission 17. Response to Commission: Does the Manager respond in a positive way to suggestions and guidance from the Commission? Is the Manager attuned to the Commissions' attitudes, feelings and needs? 1.0 2.0 3.05.0 Bets Unsatisfactory Below Satisfactory Exceeds Expectations Expectations Expectations COMMENTS: ` improved or the ver_ VI. Long Range Planning 18. Strategic Planning: Does the Manager help develop effective goals, objectives, policies and procedures while providing an annual work plan that advises of present and future needs of the City? + + + + + 1.0 2.0 3.04.9---"' 5.0 Unsatisfactory Below Satisfactory _ -eets Exceeds Expectations Expectations Expectations COMMENTS: Page 7 of 15 Page 1190 of 1324 19. Economic Development: Does the Manager demonstrate leadership and vision in promoting the economic development of the City while maintaining concerns for"quality of life" issues? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory s Exceeds Expectations Expectations Expectations COMMENTS: 20. Multi-Year Approach: Is the City Manager helping the City Commission to address the City's future through multi-year planning and appropriate capn+ ___ g? + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory wv Exceeds Expectations Expectations Expectations COMMENTS: VII. Relationship with Public/Public Relations 21. Media Relations: Is the Manager skillful in his dealings with the news media? Does the City Manager properly convey the policies and programs of the City? + + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Exceeds Expectations Expectations Expectations COMMENTS: Page 8 of 15 Page 1191 of 1324 22. Community Reputation:What is the general attitude of the community to the Manager? Is the City Manager regarded as a person of high integrity and ability? Is his/her public credibility an asset or liability to the City? + + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory - Exceeds Expectations Expectations Expectations COMMENTS: �.....__ ............... __ VIII. Intergovernmental Relations 23. Intergovernmental Relations: Does the Manager work effectively with federal, state, and other local government representatives? Is the relationship with other local government officials beneficial to the City? Is the City Manager able to facilitate cooperative efforts among various local agencies and the City? + + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Exceeds Expectations Expectations Expectations COMMENTS: Page 9 of 15 Page 1192 of 1324 IX. Professional/Personal Development 24. Objectivity: Is the City Manager unemotional and unbiased?Does the City Manager take a rational and impersonal viewpoint based on facts and qualified opinions?Is the City Manager able to divide his/her personal feelings from those which would most effectively convey the City's interest? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory S Exceeds Expectations Expectations Expectations COMMENTS: 25. Professional Reputation: How does the Manager stand among his/her colleagues?Does the City Manager deal effectively with other public managers?Is the City Manager respected by professional and staff representatives of other cities and counties?Does the City Manager attend and participate in seminars and conferences for professional development? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory ee s Exceeds Expectations Expectations Expectations COMMENTS: 26. Stress Management: Is the Manager able to resolve problems under strain and unpleasant conditions?How well does the Manager tolerate conditions of uncertainty?Does the Manager respond well to stressful situations and adequately deal with the stress inherent to the position? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory etc Exceeds Expectations Expectations Expectations COMMENTS: Page 10 of 15 Page 1193 of 1324 X. Personal Attributes 27. Leadership Style: Does the Manager display a leadership style that is firm, but flexible and adaptable,while responding to individuals or situations in an WwdQpriate,positive manner? + + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Exceeds Expectations Expectations Expectations COMMENTS: 28. General Attitude: Is the City Manager enthusiastic?Cooperative?Willing to adapt?Does the City Manager have an enthusiastic attitude toward the City, both professionally and personally? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Exceeds Expectations Expectations Expectations COMMENTS: 29. Drive: Is the Manager energetic and willing to spend the time necessary to do a good job? Does the City Manager have good initiative and is the City Manager a self-starter?Does the City Manager have good mental and physical stamina? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Exceeds Expectations Expectations Expectations COMMENTS: Page 11 of 15 Page 1194 of 1324 30. Judgment and Decisiveness: Is the City Manager able to reach quality decisions in a timely fashion? Are his/her decisions generally good? Does the City Manager exercise good judgment in making decisions and in his/her general conduct? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Exceeds Expectations Expectations Expectations COMMENTS: 31. Integrity: Does the City Manager properly avoid politics and partisanship? Does the Manager fulfill his/her responsibilities and duties in accordance with the ICMA Code of Ethics? Is the City Manager honest and forthright in his/her professional capacities? Does the City Manager have a reputation in the community for honesty and integrity? 1.0 2.0 3.04.0 5.0 Unsatisfactory Below Satisfactory Exceeds Expectations Expectations Expectations COMMENTS: 32. Self-Assurance: Is the Manager self-assured of his/her abilities?Is the City Manager able to be honest with himself/herself and take constructive criticism? Does the City Manager take responsibility for mistakes which are his? Is the City Manager confident enough to make decisions and take actions as may be required without undue s! msi'Q om the Commission? + + + + + 1.0 2.0 3.0 4:0 5.0 Unsatisfactory Below Satisfactory gets Exceeds Expectations Expectations Expectations COMMENTS: OVERALL PERFORMANCE IMPRESSION: Page 12 of 15 Page 1195 of 1324 IMPROVED SINCE LAST YEAR. WILL DISCUSS ONE ON ONE. 1.0 2.0 3.0 .4—e—e .0 5.0 Unsatisfactory Below Satisfactory _ ts Exceeds Expectations Expectations Expectations COMMENTS: Strengths: Based upon your overall evaluation of the City Manager, what areas would you list as his/her strong points as a manager? Improvements suggested: Based upon your evaluation, what areas would you suggest the City Manager work on to improve his/her skills and to be more effective in specific areas or situations? Commendations: Area(s)of performance calling for prais%ommendation. Comment Areas Page 13 of 15 Page 1196 of 1324 IMPROVED SINCE LAST YEAR. WILL DISCUSS ONE ON ONE. 1. What are the manager's most significant accomplishments during the past year? 2. What are the manager's strongest qualities? 3. In what areas does the manager need to improve?Recommendations. 4. Two things the manager does that you would like him/her to continue. 5. Two things the manager does that you would like him/her to discontinue. 6. Two things the Manager does not do you would like him/her to start. Page 14 of 15 Page 1197 of 1324 Performance Evaluation for the City Manager -S nature Page ..... Eva Si a Date Mack Mc Cray, Commissioner District II Evaluator's Printed Name Performance Conference Date: City Manager's Signature Date City Manager's Comments: Page 15 of 15 Page 1198 of 1324 Page 1199 of 1324 1 � ` t t Performance Evaluation for the City Manager FOR: Lori LaVerriere DATE: b }� h NAME OF EVALUATOR: ` r ANNUAL EVALUATION PROCESS: 1. The Mayor and each City Commissioner is requested to complete the evaluation form based on his/her assessment of the City Manager in ten major areas of responsibility that include a total of 32 specific performance measures. An "Overall Impression" rating and six (6) comment areas are also included. 2. The Mayor and each City Commissioner shall discuss the evaluation individually with the City Manager at a Performance Conference. Preliminary scores may be adjusted as a result of the discussion. There is a "Comments" section below each question for clarification purposes, if necessary. 3. A composite Ratings Summary Chart shall be prepared by the City Manager and provided to the City Commission. (The detailed rating sheets of the other Commission members will be provided when requested.) 4. The performance evaluation shall be reviewed at a Commission meeting at which point the City Commission shall consider an increase in the Manager's compensation. INSTRUCTIONS: Rating Scale: Each question is followed by a rating scale. Raters may circle the selected performance indicator(1,2, 3, 4 or 5) or place an "X"along with a numerical score on the rating scale line when you feel a rating falls between two whole numbers. There are 32 listed performance indicators in the ten major performance categories on the pages that follow: 1 = Unsatisfactory: poor, needs substantial improvement = VERY DISSATISFIED 2 = Below expectations: needs improvement = MARGINAL 3 = Satisfactory: meeting an acceptable performance level = SATISFIED 4 = Meeting expectations: very good = MORE THAN SATISFIED 5 = Exceeding expectations: excellent = VERY SATISFIED Page 1200 of 1324 CITY MANAGER'S TEN MAJOR AREAS OF RESPONSIBILITY 1. Organizational Management 1. Leadership: Does the City Manager motivate others to maximum performance? Is the City Manager respected as demanding but fair? Is the City Manager providing the necessary assistance to the Board and leadership to the City's staff and volunteers? Does the City Manager get enthusiastic response to his/her new ideas and needed organizational chan �' ` ` 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectations COMMENTS: 2. Supervision: Does the City Manager adequately supervise and direct the activities of the Department Heads and staff? Is the City Manager able to control the operational activities of the City through others? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectations COMMENTS: 3. Job Organization: Does the City Manager delegate responsibility effectively? Does the City Manager use his/her time productively? Does the City Manager program activities in an orderly and systematic way? + + + + / + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectations COMMENTS: Page 2 of 15 Page 1201 of 1324 4. Staff Development: Does the City Manager appoint and train effective subordinates? Is the City Manager able to recruit and retain quality employees? Is the Manager committed to having City staff operate well as a team? Does (s)he effectively develop Department Heads and staff members? + + + + s 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectations COMMENTS: II. Fiscal/Business Management S. Budget: Is the budget developed in a systematic and effective manner? Is the budget proposal from the Manager reasonable and appropriate? Is the annual budget presented in a timely manner and does it reflect a well-planned, realistic and accurate financial plan? Does the City Manager carry out the budget satisfactorily and control expenses within the levels set in the budget? + + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectations COMMENTS: 6. Agendas: Does the Manager prepare comprehensive, relevant and complete agenda topics and reports for the City Commission? 1.0 2.0 3.0 4,0 0 .5. X . Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectations COMMENTS: Page 3 of 15 Page 1202 of 1324 7. Financial Reporting: Does the Manager provide periodic financial reports in a well- designed, informative and understandable format? 1.0 2.0 3.0 4.0 tExpectation Unsatisfactory Below Satisfactory Meets Expectations Expectations COMMENTS: 8. Managing Multiple Priorities: Is the Manager capable of prioritizing and implementing multiple priorities while considering the most important goals, objectives and tasks facing the City? 1.0 2.0 3.0 4.0 7ExpDectations Unsatisfactory Below Satisfactory Meets Expectations Expectations COMMENTS: 9. Productivity: Can the Manager be depended on for sustained productive work?Does the Manager readily assume responsibility? Does the Manager meet time estimates within his/her control? + + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectations COMMENTS: m Page 4 of 15 Page 1203 of 1324 III. Program Development and Follow-Through 10. Execution of Policy: Does the City Manager understand and comply with the overall policies, laws and philosophy of the City? Do his/her efforts lead towards successful accomplishment of goals? Does the City Manager measure results against goals and take corrective action? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectatio s COMMENTS: 11. Program Development: Does the Manager translate policies and objectives into specific and effective programs? Does the Manager independently recognize problems, develop relative facts, formulate alternate solutions and decide on appropriate recommendations? + + + + _...-t..___ 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectations COMMENTS: 12. Imagination - Initiative: Does the City Manager show originality in approaching problems?Does the City Manager create effective solutions?Is the City Manager able to visualize the implications of various alternatives? 1.0 2.0 3.0 4.0 5.0 � Unsatisfactory Below Satisfactory Meets \ Exceeds Expectations Expectations EX ectatio . _ COMMENTS: Page 5 of 15 Page 1204 of 1324 IV. Communication 13. Communication: Does the City Manager keep appropriate people informed? Does the City Manager present his/her thoughts in an orderly and understandable manner? Is the City Manager able to be persuasive? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations xpectatio s COMMENTS: 14. Reporting: Does the City Manager submit accurate and complete staff reports on schedule? Do the reports adequately convey information on the City? + + + + + A` 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectatiops COMMENTS: — 15. Commission Communication: Does the Manager provide the Commission with adequate information to make decisions? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectations COMMENTS: — ® Page 6 of 15 Page 1205 of 1324 16. Written Communication: How effective are the Manager's letters, memoranda and other forms of written information? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations xpectatio s COMMENTS: V. Relationship with the Mayor/Commission 17. Response to Commission: Does the Manager respond in a positive way to suggestions and guidance from the Commission? Is the Manager attuned to the Commissions' attitudes, feelings and needs? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectati s COMMENTS: VI. Long Range Planning 18. Strategic Planning: Does the Manager help develop effective goals, objectives, policies and procedures while providing an annual work plan that advises of present and future needs of the City? �l 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations xpectat . ) COMMENTS: Page 7 of 15 Page 1206 of 1324 19. Economic Development: Does the Manager demonstrate leadership and vision in promoting the economic development of the City while maintaining concerns for"quality of life" issues? 1.0 2.0 3.0 4.0 7Exceeds .0 Unsatisfactory Below Satisfactory Meets Expectations Expectations tation COMMENTS: 20. Multi-Year Approach: Is the City Manager helping the City Commission to address the City's future through multi-year planning and appropriate capital budgeting? + + + + + 1.0 2.0 3.0 4.0 7Expectations 0 Unsatisfactory Below Satisfactory Meets eds Expectations Expectations COMMENTS: VII. Relationship with Public/Public Relations 21. Media Relations: Is the Manager skillful in his dealings with the news media? Does the City Manager properly convey the policies and programs of the City? + + + + +- 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations ectations COMMENTS: Page 8 of 15 Page 1207 of 1324 22. Community Reputation: What is the general attitude of the community to the Manager? Is the City Manager regarded as a person of high integrity and ability? Is his/her public credibility an asset or liability to the City? + + + + 1.0 2.0 3.0 4.0 7Expectation Unsatisfactory Below Satisfactory Meets ds Expectations Expectations COMMENTS: VIII. Intergovernmental Relations 23. Intergovernmental Relations: Does the Manager work effectively with federal, state, and other local government representatives? Is the relationship with other local government officials beneficial to the City? Is the City Manager able to facilitate cooperative efforts among various local agencies and the City? + + + + 1.0 2.0 3.0 4.0 Unsatisfactory Below Satisfactory Meets ds Expectations Expectations (Etxpectations COMMENTS: Page 9 of 15 Page 1208 of 1324 IX. Professional/Personal Development 24. Objectivity: Is the City Manager unemotional and unbiased? Does the City Manager take a rational and impersonal viewpoint based on facts and qualified opinions? Is the City Manager able to divide his/her personal feelings from those which would most effectively convey the City's interest? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectation COMMENTS: 25. Professional Reputation: How does the Manager stand among his/her colleagues?Does the City Manager deal effectively with other public managers? Is the City Manager respected by professional and staff representatives of other cities and counties?Does the City Manager attend and participate in seminars and conferences for professional development? + + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectations COMMENTS: 26. Stress Management: Is the Manager able to resolve problems under strain and unpleasant conditions?How well does the Manager tolerate conditions of uncertainty? Does the Manager respond well to stressful situations and adequately deal with the stress inherent to the position? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations ExpectatiorY§` COMMENTS: Page 10 of 15 Page 1209 of 1324 X. Personal Attributes 27. Leadership Style: Does the Manager display a leadership style that is firm, but flexible and adaptable,while responding to individuals or situations in an appropriate,positive manner? 1.0 2.0 3.0 4.0 7Expectation .0 Unsatisfactory Below Satisfactory Meets eeds Expectations Expectations COMMENTS: 28. General Attitude: Is the City Manager enthusiastic?Cooperative?Willing to adapt? Does the City Manager have an enthusiastic attitude toward the City, both professionally and personally? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectations COMMENTS: 29. Drive: Is the Manager energetic and willing to spend the time necessary to do a good job? Does the City Manager have good initiative and is the City Manager a self-starter? Does the City Manager have good mental and physical stamina? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations xpectations COMMENTS: Page 11 of 15 Page 1210 of 1324 30. Judgment and Decisiveness: Is the City Manager able to reach quality decisions in a timely fashion? Are his/her decisions generally good? Does the City Manager exercise good judgment in making decisions and in his/her general conduct? + + + + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectati s COMMENTS: 31. Integrity: Does the City Manager properly avoid politics and partisanship? Does the Manager fulfill his/her responsibilities and duties in accordance with the ICMA Code of Ethics? Is the City Manager honest and forthright in his/her professional capacities? Does the City Manager have a reputation in the community for honesty and integrity? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations Expectations COMMENTS: --- 32. Self-Assurance: Is the Manager self-assured of his/her abilities?Is the City Manager able to be honest with himself/herself and take constructive criticism? Does the City Manager take responsibility for mistakes which are his? Is the City Manager confident enough to make decisions and take actions as may be required without undue supervision fromr omom o ? 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceed)ns Expectations Expectations xpecta � COMMENTS: OVERALL PERFORMANCE IMPRESSION: Page 12 of 15 Page 1211 of 1324 + 1.0 2.0 3.0 4.0 5.0 Unsatisfactory Below Satisfactory Meets Exceeds Expectations Expectations (Expectations COMMENTS: Strengths: Based upon your overall evaluation of the City Manager, what areas would you list as his/her strong points as a manager? � � t Improvements suggested: Based upon your evaluation, what areas would you suggest the City Manager work on to improve his/her skills and to be more effective in specific areas or situations? Commendations: Area(s) of performance calling for prais%ommendation. , Comment Areas Page 13 of 15 Page 1212 of 1324 1. What are the manager's most significant accomplishments during the past year? 2. What are the manager's strongest qualities? 3. In what areas does the manager need to improve? Recommendations. 4. Two things the manager does that you would like him/her to continue. S. Two things the manager does that you would like him/her to discontinue. 6. Two things the Manager does not do you would like him/her to start. Page 14 of 15 Page 1213 of 1324 Performance Evaluation for the City Manager Signature Page C� /)Z<� val s Signature Date Evaluator's Printed Name Performance Conference Date: City Manager's Signature Date City Manager's Comments: Page 15 of 15 Page 1214 of 1324 11.B. NEW BUSINESS 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Discussion of Quantum Park Overlay Dependent District EXPLANATION OF REQUEST: Both the City and the Quantum Park Overlay Dependent District (QPODD) are parties to litigation concerning development in Quantum Park and property owner voting rights. Other interested parties include Secured Holdings, Inc., Olen Properties, and The Quantum Park Property Owners Association. Notwithstanding the Commissions ability to discuss aspects of the litigation in a closed door session, some public discussion of the nature of the QPODD is necessary to fully inform the Commission, other interested parties that own property in Quantum and members of the public. A brief description in question and answer format of the QPODD is attached. Also attached is a map of quantum park and descriptions of the properties owned by QPODD. QPODD, Secured Holdings, Inc., and Olen Properties Corporation have reportedly reached a settlement which includes the transfer of a 14.3 acre sand pine preserve (Lot 71)which has an appraised value of$2,254,153. A copy of the Settlement Agreement is attached. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? N/A FISCAL IMPACT: N/A ALTERNATIVES: This agenda item is in the nature of a report. Commission action can include direction to the City Attorney regarding the City's position concerning the continued existence and role of the QPODD and the reported settlement referenced above. STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: Page 1215 of 1324 ATTACHMENTS: Type Description D Attachment Question and Answer description of QPODD D Attachment Map of QPODD D Attachment Properties owned QPODD D Attachment Settlement Agreement Page 1216 of 1324 QUANTUM PARK OVERLAY DEPENDENT DISTRICT 1. WHAT IS THE QUANTUM PARK OVERLAY DEPENDENT DISTRICT ("QPODD"or"District")) The QPODD is a Florida Dependent Special District' created that created in 2005 by the City Commission at the request of the Quantum Community Development District("CDD"). 2. HOW WAS IT CREATED The City Commission adopted Ordinance 05-061.Copy attached. 3. WHY WAS IT CREATED The QPODD was proposed in a June 29, 2005 letter from Peter L. Pimentel, District Manager of the Quantum Community Development District to City Manager Kurt Bressner. Copy of letter attached to Ordinance 05-061. In its petition to create the QPODD the asserted that the QPODD would allow commercial and industrial property owners to have representation as the CDD transitioned from an industrial and commercial park to a mixed use development inclusive of residential. The City Commission accepted that justification when it approved the CDD petition. 4. WHAT ARE THE DISTRICT'S FUNTIONS To operate and maintain the public infrastructure previously owned by the CDD. In 2005 the infrastructure included roadways, wetlands, water bodies, and related storm water drainage facilities.The District Manager is Special District Services, Inc. 1 (2) "Dependent special district" means a special district that meets at least'one of the following criteria:(a) The membership of its governing body is identical to that of the governing body of a single county or a single municipality.(b)All members of its governing body are appointed by the governing body of a single county or a single municipality.(c)During their unexpired terms,members of the special district's governing body are subject to removal at will by the governing body of a single county or a single municipality.(d)The district has a budget that requires approval through an affirmative vote or can be vetoed by the governing body of a single county or a single municipality. By contrast,an"Independent special district"means a special district that is not a dependent special district as defined in subsection(2). 1 Page 1217 of 1324 5. WHAT DOES THE DISTRICT OWN Approximately 109 acres of land consisting of drainage retention facilities, wetlands, and open space. Significant open space holdings: Lot 71 Sand Pine Preserve 14.3 ac Appraised value$2,254,153 Lot 93 Sand Pine Preserve 25.7 ac Appraised value$$4,051,172 6. WHO IS ON THE DISTRICT BOARD When the District was created the City Commission appointed Eugene Gerlica, Robert S. Pike, Al Slaman,Thomas McGillicuddy and Igor Olenicoff. The current(November 2018) Board Members are: Charles Geragi,Terer Urban,Colin Groff, Grant Horowitz,Jim Lahill. 7. CAN BOARD MEMBERS BE REMOVED Yes.The City Commission can remove board members. The enacting ordinance provides: During their unexpired terms, members of the Board may be removed at will by action of the governing body.Z 8. WHAT IS THE PROCESS FOR FILLING VACANCIES Vacancies are filled by the remaining members of the Board.This provision for filing vacancies can be changed by City amendment of the enacting ordinance. 9. CAN THE DISTRICT BE ABOLISHED Yes.The City can dissolve the QPODD by adoption of an ordinance. 10. IF THE DISTRICT IS ABOLISHED WHO PERFORMS THE FUNCTIONS OF THE DISTRICT The City or a successor Board or entity created by the City. z"Local governing authority"means the governing body of a unit of local general-purpose government.However,if the special district is a political subdivision of a municipality,"local governing authority"means the municipality. Fla.Stat.Ann.§189.012(West) 2 Page 1218 of 1324 11. IF THE DISTRICT IS ABOLISHED AND HAS OUTSTANDING DEBT WHAT HAPPENS TO THAT DEBT? The City assumes the debt. 12. IF THE DISTRICT IS ABOLISHED AND HAS OUTSTANDING DEBT WHAT HAPPENS TO CLAIMS PENDING AGAINST THE DISTRICT? The City assumes the claims. 13. WHAT WILL IT COST FOR THE CITY TO PERFORM THE FUNCTIONS OF THE DISTRICT? Additional analysis is needed to establish the cost but previous staff analysis concluded that the City could perform all functions at a lower cost to the property owners. 14. DOES THE CITY HAVE THE EXPERTISE TO PERFORM THOSE FUNCTIONS Yes. 1S. WHAT PROCESS MUST BE FOLLOWED TO ABOLISH THE BOARD Adoption of an ordinance which should include a fiscal analysis and transition plan. 16. CAN THE QPODD OR ANY OTHER PROPERTY OWNERE CHALLENGE THE CITY'S DECISION TO ABOLISH THE DISTRICT Current stakeholders have demonstrated a propensity for litigation. 3 Page 1219 of 1324 II I 1 1 ORDINANCE NO. Off—0613 AN ORDINANCE OF THE CITY COMMISSION OF THE CITY OF 4 BOYNTON BEACH, FLORIDA ESTABLISHING A DEPENDENT S DISTRICT OVER THE REAL PROPERTY LEGALLY DESCRIBED 6 ON EXHIBIT "A" TO THIS ORDINANCE COMPRISING 7 APPROXIMATELY 582.491 PROVIDING DEFINITIONS; 8 ESTABLISHING THE NAME OF THE DISTRICT AS QUANTUM 9 PARK OVERLAY DEPENDENT DISTRICT; NAMING THE INITIAL 101 , MEMBERS OF THE BOARD OF SUPERVISORS OF THE_ is ; 12 PROVIDING FOR BOARD OF SUPERVISORS, MEMBERS, ELECTION OF MEMBERS, MEETINGS, AND GENERAL DUTIES; 4; PROVIDING GENERAL POWERS OF THE DISTRICT; PROVIDING 5 ( SPECIAL ASSESSMENT POWERS; PROVIDING FOR i , COLLECTION AND ENFORCEMENT; PROVIDING FOR 171 . 18 I 19 WHEREAS, the Florida Legislature created Chapter189, FloridaStatutes, as ramended, to provide an alternative eta to finance, deliver and manage community 1 services; and, 22 23 WHEREAS, QuanturnCommunity Development District, v "Petitioner"), has 24 petitioned the City Commission of Cityof Boynton Beach, Florida (the " o iio ") to 25 ant the establishment of Quantum Park Overlay Dependent District e "District"') to 26 provide certain community services; and, 27 28 WHEREAS,the Districtill constitute a timely, efficient, responsive and economic 29 ay to delivercommunity services; and, WHEREAS,30 31 the creation of the District is the best alternative available for 32 delivering the community senices and facilities tote area that will be served by the 33 District; and the area that will be served by the District is amenable to separate special 34 district government; and, 3 36 WHEREAS, e District doesnot have any zoning ower and the establishment of 7 the District is nota development order; and 3 WHEREAS,39 the creation of the District is consistent with the approved local 40 comprehensive lan, l 2 NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF 3 ' CITY OF BOYNTON BEACH,FLORIDA- 44 45 Section 1. Creation of District. 4 1 Page 1220 of 1324 I The "WHEREAS" recitals above are hereby confirmed and adopted, and the Petition to 2 establish Quantum Park Overlay Dependent District over the real property described in 3 Exhibit "A" attached hereto, which was filed by 4 FI TC . L �i e _ _ on J , 2003;and which Petition 5 is on file at the Office of the City Clerk, is hereby grant d. The external boundaries of the 6 District shall be as depicted on the legal description and location map attached hereto and 7 incorporated as Exhibit"A". 9 10 I 1 Section 2, Definitions. 12 13 As used in this Ordinance,the term: 14 (1) "Assessable improvements" means,without limitation, any and all public improvements 15 and community facilities that the district is empowered to provide in accordance with this 16 Ordinance. 17 18 (2) "Assessment bonds" means special obligations of the district which are payable solely 19 from proceeds of the special assessments levied for an assessable project. 20 21 (3) 'Board" or "board of supervisors" means the governing board of the district or, if such 22 board has been abolished, the board, body, or commission succeeding to the principal 23 functions thereof or to whom the powers given to the board by this act have been given by 24 law. 25 26 (4) 'Bond" includes "certificate," and the provisions that are applicable to bonds are equally 27 applicable to certificates. The term "bond" includes any general obligation bond, assessment 28 bond,refunding bond, revenue bond, and other such obligation in the nature of a bond as is 29 provided for in this Ordinance, as the case may be. 30 31 (5) "City"means the City of Boynton Beach, Florida, a Florida municipality. 32 33 (6) "Cost," when used with reference to any project,includes,but is not limited to: 34 (a) The expenses of determining the feasibility or practicability of acquisition, 35 construction, or reconstruction. 36 (b)The cost of surveys, estimates,plans, and specifications. 37 (c)The cost of improvements. 38 (d)Engineering, fiscal, and legal expenses and charges. 39 (e)The cost of all labor,materials,machinery,and equipment. 40 (f)The cost of all lands,properties,rights, easements, and franchises acquired. 41 (g)Financing charges. 42 (h)The creation of initial reserve and debt service funds. 43 (i)Working capital. 44 6) Interest charges incurred or estimated to be incurred on money borrowed prior to 45 and during construction and acquisition and for such reasonable period of time after 46 completion of construction or acquisition as the board may determine. 2 Page 1221 of 1 24 1I I I (k) The cost of issuance of bonds pursuant to this Ordinance, including 2 advertisements and printing. 3 (1) The cost of any election held pursuant to this Ordinance and all other expenses of 4 issuance of bonds. 5 (in)The discount, if any, on the sale or exchange of bonds. 6 (n)Administrative expenses. 7 (o) Such other expenses as may be necessary or incidental to the acquisitil 8 construction, or reconstruction of any project or to the financing thereof, or tote 9 development of any lands within the district. 10 (p) Payments, contributions, dedications, and any other exactions required as a 11 condition to receive any government approval or permit necessary to accomplish any district 12 purpose. 13 14 (7) "County"means Palm Beach County, Florida. 15 16 (8) "District" means the Quantum Park Overlay District created by this Ordinance. 17 18 (9) "District Manager"means the manager of the district. 19 20 (10) "District roads" means highways, streets, roads, alleys, sidewalks, landscaping, storm 21 drains,bridges, and thoroughfares of all kinds and descriptions. 22 23 (11) "General obligation bonds" means bonds which are secured by, or provide for their 24 payment by, the pledge, in addition to those special assessments levied for their discharge 25 and such other sources as may he provided for their payment or pledged as security under 26 the resolution authorizing their issuance, of the full faith and credit and taxing power oft e 27 district and for payment of which recourse may be had against the general ftind of the 28 district. 29 30 (12) "Landowner" means the owner of a freehold estate as appears by the deed record, 31 including a trustee, any legal entity, and an owner of a condominium unit; but it does not 32 include a reversionary, remainderman, mortgagee, the Quantum Community Development 33 District or any governmental entity, who shall not be counted and need not be notified of 34 proceedings under this act. Landowner shall also mean the owner of a ground lease from a 35 governmental entity, is leasehold interest has a remaining term, excluding all renewal 36 options, in excess of 50 years. A landowner may be a nonresidential landowner or a 37 residential landowner. 38 39 (13) "Local general-purpose government" means a county, municipality, or consolidated 40 city-county government. 41 42 06-061 43 (14) "Ordinance"or"this Ordinance' means this Ordinance No. of the City. 44 : 3 Page 1222 of 1324 1 (15) "Project" means any development, improvement, property, utility, facility, works, 2 enterprise, or service now existing or hereafter undertaken or established under the 3 provisions of this Ordinance. 4 j 5 (16) "Refunding bonds"means bonds issued to refinance outstanding bonds of any type and 6 the interest and redemption premium thereon. Refunding bonds shall be issuable and 7 payable in the same manner as the refinanced bonds, except that no approval by the 8 electorate shall be required unless required by the State Constitution. 9 10 (17) "Revenue bonds" means obligations of the district which are payable from revenues 11 derived from sources other than ad valorem taxes on real or tangible personal property and 12 which do not pledge the property, credit, or general assessment revenue of the district. 13 14 (18) "Sewer system" means any plant, system, facility, or property, and additions, 15 extensions, and improvements thereto at any future time constructed or acquired as part 16 thereof, useful or necessary or having the present capacity for future use in connection with 17 the collection, treatment, purification, or disposal of sewage, including, without limitation, 18 industrial wastes resulting from any process of industry, manufacture, trade, or business or 19 from the development of any natural resource. Without limiting the generality of the 20 foregoing, the term "sewer system" includes treatment plants, pumping stations, lift stations, 21 valves, force mains, intercepting sewers, laterals, pressure lines, mains, and all necessary 22 appurtenances and equipment; all sewer mains, laterals, and other devices for the reception 23 : ' and collection of sewage from premises connected therewith; and all real and personal 24.: property and any interest therein, rights, easements, and franchises of any nature relating to 25 °€ any such system and necessary or convenient for operation thereof. 26: 27 (19) "Water management and control facilities" means any lakes, canals, ditches, 28 I reservoirs, dams, levees, sluiceways, floodways, pumping stations, or any other works, 29H structures, or facilities for the conservation, control, development, utilization, and disposal 30 of water, and any purposes appurtenant, necessary, or incidental thereto. The term "water 311 management and control facilities includes all real and personal property and any interest 321 therein, rights, easements, and franchises of any nature relating to any such water 33 management and control facilities or necessary or convenient for the acquisition, 34 construction,reconstruction, operation, or maintenance thereof. 35 36 (20) "Water system" means any plant, system, facility, or property and additions, 37 extensions, and improvements thereto at any future time constructed or acquired as part 38 thereof, useful or necessary or having the present capacity for future use in connection with 39 the development of sources, treatment, or purification and distribution of water. Without 40 limiting the generality of the foregoing, the term "water system" includes dams, reservoirs, 41 storage, tanks, mains, lines, valves, pumping stations, laterals, and pipes for the purpose of 42 carrying water to the premises connected with such system, and all rights, easements, and 43 franchises of any nature relating to any such system and necessary or convenient for the 44 operation thereof. 45 46 Section 3. District Name 4 Page 1223 of 1324 1 2 The name of the District shall be"Quantum Park Overlay Dependent District". 3 4 Section 4. Initial Board Members 5 6 The initial members of the Board of Supervisors of the Quantum Park Overlay Dependent 7 District(the"District Board") shall be as follows: 8 9 1. Eugene Gerlica 10 2. Robert S. Fike 11 3. Al Slaman 12 4. Thomas McGillicuddy 13 : 5. Igor Olenicoff 14 15 Section 5. Purpose 16 ! 17 ' ` The District is created for the purposes set forth in and prescribed in the Petition. 1811 ; 19 : Section 6. Board of Supervisors; Members, Election of Members, and Meetings. 20 21 ' The District Board shall exercise the powers granted to the District pursuant to this 22 I Ordinance. The District Board shall consist of five members. Except as otherwise provided 23 ; herein, each member shall hold office for a term of four years and until a successor is chosen 24 ! and qualifies. The members of the District Board must be residents of the State of Florida 25 and citizens of the United States. 26 27 (1) (a) Within 90 days following the effective date of this Ordinance establishing the 28 District, there shall be held a meeting of all landowners of the District for the purpose of 29 electing five members for the District Board. Notice of the landowners' meeting shall be 30 published once a week for 2 consecutive weeks in a newspaper which is in general 31 circulation in the area of the District, the last day of such publication to be not fewer than 14 32 days or more than 28 days before the date of the election. The landowners, when assembled 33 at such meeting, shall organize by electing a chair who shall conduct the meeting. 34 35 (b) At such meeting, each landowner shall be entitled to cast one vote per assessable 36 acre and/or a fractional vote equal to any fractional share of one assessable acre for the 37 purpose of votes taken at the meeting for any item that the landowner is entitled to vote. 38 Landowners owning less than one (1) assessable acre in the aggregate shall be entitled to a 39 fractional vote equal to the aggregate fractional assessable acreage owned. Landowners with 40 more that one (1) assessable acre are entitled to an aggregate number of votes equal to the 41 aggregate number of all (whether whole or fractional) assessable acres owned, when all of 42 such landowners' assessable acreage has been aggregated for purposes of voting. A 43 landowner may vote in person or by a proxy given in writing. The two candidates receiving 44 the highest number of votes shall be elected for a period of four years, and the three 45 candidates receiving the next highest number of votes shall be elected for a period of two 46 years. The members of the first District Board elected by landowners shall serve their 5 Page 1224 of 1324 I respective 4-year or 2-year terms; however, the next election by landowners shall be on the 2 first Tuesday in the first November following the expiration of the initially elected 2-year 3 terms. . Thereafter, there shall be an election of Board members for the District every 2 4 years on the first Tuesday in November. At each election following the initial election, the 5 two candidates receiving the highest number of votes shall be elected to serve for a 4-year 6 term, and the remaining candidate shall be elected to serve for a 2-year term. 7 8 (2) Upon entering into office, members of the district board shall take and subscribe to 9 the oath of office as prescribed by s. 876.05. They shall hold office for the terms for which 10 they were elected or appointed and until their successors are chosen and qualified. If, during 11 the term of office, a vacancy occurs, the remaining members of the District Board shall fill 12 the vacancy by an appointment for the remainder of the unexpired term. During their 13 unexpired terms, members of the Board may be removed at will by action of the governing 14 body of the City. 15 16 (3) A majority of the members of the District Board constitutes a quorum for the 17 purposes of conducting its business and exercising its powers and for all other purposes. 18 Action taken by the District shall be upon a vote of a majority of the members present unless 19 general law or a rule of the District requires a greater number. 20 21 (4) As soon as practicable after each election or appointment, the District Board shall 22 organize by electing one of its members as chair and by electing a secretary, who need not 23 be a member of the District Board, and such other officers as the District Board may deem 24 necessary. 25 26 (5) The District Board shall keep a permanent record book entitled "Record of 27 Proceedings of Quantum Park Overlay Dependent District," in which shall be recorded 28 minutes of all meetings,resolutions,proceedings, certificates,bonds given by all employees, 29 and any and all corporate acts. The record book shall at reasonable times be opened to 30 inspection in the same manner as state, county, and municipal records pursuant to chapter 31 119. The record book shall be kept at the office or other regular place of business 32 maintained by the District Board in Palm Beach County. 33 34 (6) Each supervisor shall be entitled to receive for his or her services an amount not to 35 exceed $200 per meeting of the board of supervisors, not to exceed $4,800 per year per 36::.: supervisor, or an amount established by the electors at referendum. In addition, each 37 supervisor shall receive travel and per diem expenses as set forth in s. 112.061. 38' 39 (7) All meetings of the District Board shall be open to the public and governed by the 40provisions of chapter 286. 41 42 Section 7.Board of Supervisors, General Duties. 43 44 (1) The District Board shall employ, and fix the compensation of, a district manager. 45 The district manager shall have charge and supervision of the works of the District and shall 46 be responsible for preserving and maintaining any improvement or facility constructed or 6 Page 1225 of 1324 I 1 erected pursuant to the provisions of this Ordinance, for maintaining and operating the 2 equipment owned by the District, and for performing such other duties as may be prescribed 3 by the District Board. The district manager may hire or otherwise employ and terminate the 4 employment of such other persons, including, without limitation, professional, supervisory, 5 and clerical employees, as may be necessary and authorized by the District Board. The 6 compensation and other conditions of employment of the officers and employees of the 7 District shall be as provided by the District Board. 8 9 (2) The District Board shall designate a person who is a resident of the state as treasurer 10 of the District, who shall have charge of the funds of the district. Such funds shall be 11 disbursed only upon the order, or pursuant to the resolution, of the District Board by warrant 12 or check countersigned by the treasurer and by such other person as may be authorized by 13 the District Board. The District Board may give the treasurer such other or additional 14 powers and duties as the District Board may deem appropriate and may fix his or her 15 compensation. The District Board may require the treasurer to give a bond in such amount, 16: on such terms, and with such sureties as may be deemed satisfactory to the District Board to 17 ' secure the performance by the treasurer of his or her powers and duties. The financial 18 6 records of the District Board shall be audited by an independent certified public accountant 19; at least once a year. 20 21 (3) The District Board is authorized to select as a depository for its funds any qualified 22 11 public depository as defined in s. 280.02 which meets all the requirements of chapter 280 23 ! and has been designated by the Treasurer as a qualified public depository, upon such terms 24! 1 and conditions as to the payment of interest by such depository upon the funds so deposited 25 as the District Board may deem just and reasonable. 26 27 � 28 Section 8. General Powers 29 30 The Commission hereby grants to Quantum Park Overlay Dependent District general 31 powers as hereinafter defined, and hereby finds that it is in the public interest of the citizens 32 of the City to grant such general powers. The District shall have, and the District Board may 33 exercise,the following general powers: 34 35 (1) To sue and be sued in the name of the District; to adopt and use a seal and authorize 36 the use of a facsimile thereof; to acquire, by purchase, gift, devise, or otherwise, and to 37 dispose of, real and personal property, or any estate therein; and to make and execute 38 contracts and other instruments necessary or convenient to the exercise of its powers. 39 40 (2) To contract for the services of consultants to perform planning, engineering, legal, or 41 other appropriate services of a professional nature. Such contracts shall be subject to public 42 bidding or competitive negotiation requirements as set forth in s. 190.033. 43 44 (3) To borrow money and accept gifts; to apply for and use grants or loans of money or 45 other property from the United States, the state,a unit of local government, or any person for 46 any District purposes and enter into agreements required in connection therewith; and to 7 Page 1226 of 1324 I hold, use, and dispose of such moneys or property for any District'purposes in accordance 2 with the terms of the gift,grant, loan,or agreement relating thereto. i 3 (4) To adopt rules and orders prescribing the powers, duties, and functions of the 4 officers of the District; the conduct of the business of the District; the maintenance of 5 records; and the form of certificates evidencing tax liens and all other documents and 6 records of the District. The District Board may also adopt administrative rules with respect 7 to any of the projects of the District and define the area to be included therein. The District 8 Board may also adopt resolutions that may be necessary for the conduct of District business. 9 10 (5) To hold, control, and acquire by donation,purchase, or condemnation, or dispose of, 11 any public easements, dedications to public use, platted reservations for public purposes, or 12 any reservations for those purposes authorized by this Ordinance and to make use of such 13 easements,dedications,or reservations for any of the purposes authorized by this Ordinance. 14 15 (6) To lease as lessor or lessee to or from any person, firm, corporation, association, or 16 body, public or private, any projects of the type that the District is authorized to undertake 17 and facilities or property of any nature for the use of the District to carry out any of the 18 purposes authorized by this act. 19 20 21 (7) To borrow money and issue bonds, certificates, warrants, notes, or other evidence of 22 indebtedness as hereinafter provided; to levy such tax and special assessments as may be 23 authorized; and to charge, collect, and enforce fees and other user charges. 24 25 (8) To raise, by user charges or fees authorized by resolution of the District Board, 26 amounts of money which are necessary for the conduct of the District activities and services 27 and to enforce their receipt and collection in the manner prescribed by resolution not 28 inconsistent with law. 29 30 (9) To exercise within the District, or beyond the District with prior approval by 31 resolution of the City if the taking will occur in an area of the City or with prior approval by 32 resolution of the governing body of the affected jurisdiction if the taking will occur within 33 some jurisdiction outside the City, the right and power of eminent domain, pursuant to the 34 provisions of chapters 73 and 74, over any property within the state, except municipal, 35 county, state, and federal property, for the uses and purposes of the District relating to water, 36 sewer, water management, district roads, utility provisions, and any other projects of the 37 district authorized by this Ordinance, specifically including, without limitation, the power 38 for the taking of easements for the drainage of the land of one person over and through the 39 land of another. 4011 41 (10) To cooperate with, or contract with, other governmental agencies as may be 42 necessary, convenient, incidental, or proper in connection with any of the powers, duties, or 43 purposes authorized by this act. 44 45 (11) To determine, order, levy, impose, collect, and enforce special assessments pursuant 46 to Chapter 170, F.S. Such special assessments may, in the discretion of the District, be; 8 Page 1227 of 324 11 I 1 levied, collected and enforced pursuant to the provisions of Chapters 197.3631, 197.3632, 2 and 197.3635,or Chapter 170,F.S.. 3 4 (12) To finance, fund,plan, establish, acquire, construct or reconstruct, enlarge or extend, 5 equip, operate,and maintain systems, facilities, and basic infrastructures for the following: 6 7 (a) Water management and control for the lands within the District and to connect some 8 or any of such facilities with roads and bridges. 9 10 : , (b) Water supply, sewer, and wastewater management, irrigation, reclamation, and reuse 11 or any combination thereof, and to construct and operate connecting intercepting or outlet 12 sewers and sewer mains and pipes and water mains, conduits, or pipelines in, along, and 13 under any street, alley, highway, or other public place or ways, and to dispose of any 14 effluent, residue, or other byproducts of such system or sewer system. 15 16 (c) Bridges or culverts that may be needed across any drain, ditch, canal, floodway, 17 holding basin, excavation, public highway, tract, grade, fill,or cut and roadways over levees 18 and embankments, and to construct any and all of such works and improvements across, 19 through, or over any public right-of-way,highway, grade,fill,or cut. 20 21 (d) District roads equal to or exceeding the specifications of the County, and traffic 22 control signs and streetlights. 23 24 (e) Investigation and remediation costs associated with the cleanup of actual or 25 perceived environmental contamination within the District under the supervision or direction 26 of a competent governmental authority unless the covered costs benefit any person who is a 27 landowner within the District and who caused or contributed to the contamination. 28 29 (f) Parks and facilities for indoor and outdoor recreational, cultural, and educational 30 uses. 31 32 (g) Security, including, but not limited to, guardhouses, fences and gates, electronic 33 intrusion-detection systems except that the District may not exercise any police power, but 34 may contract with the appropriate local general-purpose government agencies for an 35 increased level of such services within the District boundaries. 36 37 (h) To adopt and enforce appropriate rules following the procedures of chapter 120, in 38 connection with the provision of one or more services through its systems and facilities. 39 40 (13) To exercise all of the powers necessary, convenient, incidental, or proper in 41 connection with any of the powers, duties, or purposes authorized by this Ordinance. 42 43. 44'; ' Section 9. Budgets 45 9 Page 1228 of 324 II I 1 On or before each July 15, the District Manager (or the District Board) shall prepare a 2 proposed budget for the ensuing fiscal year to be submitted to the District Board for 3 approval. The proposed budget shall include at the direction of the District Board an 4 estimate of all necessary expenditures of the District for the ensuing fiscal year and an 5 estimate of income to the District from the taxes and assessments provided in this act. The 6 District Board shall consider the proposed budget item by item and may either approve the 7 budget as proposed or modify the same in part or in whole. The District Board shall indicate 8 . its approval of the budget by resolution, which resolution shall provide for a hearing on the 9 i budget as approved. Notice of the hearing on the budget shall be published in a newspaper 10 of general circulation in the area of the District once a week for 2 consecutive weeks, except 11 j that the first publication shall be not fewer than 15 days prior to the date of the hearing. The 12 notice shall further contain a designation of the day, time, and place of the public hearing. i 13 At the time and place designated in the notice, the District Board shall hear all objections to 14 the budget as proposed and may make such changes as the District Board deems necessary. 15 I i At the conclusion of the budget hearing, the District Board shall, by resolution, adopt the I 16 budget as finally approved by the District Board. The budget shall be adopted prior to 17 I! October 1 of each year. 181 19 !: Section 10. Financial Reports; Disclosure of public financing. 20 t 21 (1) The District shall provide financial reports in such form and such manner as prescribed 22 pursuant to chapter 218. j 23 24 (2) The District Board shall take affirmative steps to provide for the full disclosure of 25 information relating to the public financing and maintenance of improvements to real 26 property undertaken by the District. Such information shall be made available to all existing 27 residents, and to all prospective residents of the District whenever possible. 28 29 Section 11. Issuance of bond anticipation notes. ' 30 31 In addition to the other powers provided for in this Ordinance, and not in limitation thereof, 32 the district shall have the power, at any time, and from time to time after the issuance of any 33 bonds of the District shall have been authorized, to borrow money for the purposes for 34 which such bonds are to be issued in anticipation of the receipt of the proceeds of the sale of 35 such bonds and to issue bond anticipation notes in a principal sum not in excess of the 36 authorized maximum amount of such bond issue. Such notes shall be in such denomination 37 or denominations, bear interest at such rate as the District Board may determine in 38 compliance with s. 215.84, mature at such time or times not later than 5 years from the date 39 of issuance, and be in such form and executed in such manner as the District Board shall 40 prescribe. Such notes may be sold at either public or private sale or, if such notes shall be 41 renewal notes, may be exchanged for notes then outstanding on such terms, as the District 42 Board shall determine. Such notes shall be paid from the proceeds of such bonds when 43 issued. The District Board may, in its discretion, in lieu of retiring the notes by means of 44 bonds, retire them by means of current revenues or from any taxes or assessments levied for 45 the payment of such bonds;but in such event a like amount of the bonds authorized shall not 46 be issued. I 10 I Page 1229 of 1324 1 2 3 Section 12. Short-term borrowing 4 5 The District at any time may obtain loans, in such amount and on such terms and conditions 6 as the District Board may approve, for the purpose of paying any of the expenses of the 7 District or any costs incurred or that may be incurred in connection with any of the projects 8 of the District, which loans shall bear such interest as the District Board may determine in 9 compliance with s. 215.84, and may be payable from and secured by a pledge of such funds, 10 revenues, taxes, and assessments as the District Board may determine, subject, however, to 11 the provisions contained in any proceeding under which bonds were theretofore issued and 12 are then outstanding. For the purpose of defraying such costs and expenses,the District may 13 issue negotiable notes, warrants, or other evidences of debt to be payable at such times, to 14 bear such interest as the District Board may determine in compliance with s. 215.84, and to 15 be sold or discounted at such price or prices not less than 95 percent of par value and on 16 such terms as the District Board may deem advisable. The District Board shall have the 17 right to provide for the payment thereof by pledging the whole or any part of the funds, 18 revenues, taxes, and assessments of the District. The approval of the electors residing in the 19 District shall not be necessary except when required by the State Constitution. 20 21 Section 13. Bonds 22 23 Section 190.016(l) through 190.016(15) F.S. as amended and supplemented is hereby 24 incorporated by reference. 25 26 Section 1.4_, Trust agreements 27 28 Any issue of bonds shall be secured by a trust agreement by and between the District and a 29 corporate trustee or trustees,which may be any trust company or bank having the powers of 30 a trust company within or without the state. The resolution authorizing the issuance of the 31 bonds or such trust agreement may pledge the revenues to be received from any projects of 32 the District and may contain such provisions for protecting and enforcing the rights and 33 remedies of the bondholders as the District Board may approve, including, without 34 limitation, covenants setting forth the duties of the District in relation to: the acquisition, 35 construction, reconstruction, improvement, maintenance, repair, operation, and insurance of 36 any projects; the fixing and revising of the rates, fees, and charges; and the custody, 37 safeguarding, and application of all moneys and for the employment of consulting engineers 38. . or other professionals in connection with such acquisition, construction, reconstruction, 39: ;� improvement, maintenance, repair, or operation. It shall be lawful for any bank or trust 40' ' company within or without the state that may act as a depository of the proceeds of bonds or 41 1 of revenues to furnish such indemnifying bonds or to pledge such securities as may be 421. I required by the District. Such resolution trust agreement may set forth the rights and 43 i remedies of the bondholders and of the trustee, if any, and may restrict the individual right 44, of action by bondholders. The District Board may provide for the payment of proceeds of 45the sale of the bonds and the revenues of any project to such officer, board, or depository as 46 it may designate for the custody thereof and may provide for the method of disbursement 11 Page 1230 of 324 II r 1 thereof with such safeguards and restrictions as it may determine. All expenses incurred in 2 carrying out the provisions of such resolution or trust agreement may be treated as part of 3 the cost of operation of the project to which such trust agreement pertains. 4 5 Section 15. Taxes; non-ad valorem assessments 6 ; i 7 (1) AD VALOREM TAXES.--The District shall not have the power to levy and assess ad 8 ; valorem taxes. 9 10 (2) BENEFIT SPECIAL ASSESSMENTS.--The District Board shall annually determine, 11 ; order, and levy the annual installment of the total benefit special assessments for bonds j 12 issued and related expenses to finance District facilities and projects which are levied under 13 this Ordinance. These assessments may be due and collected during each year that county 14 taxes are due and collected, in which case such annual installment and levy shall be 15 evidenced to and certified to the Property Appraiser by the District Board not later than 16 August 31 of each year, and such assessment shall be entered by the Property Appraiser on 17 the County tax rolls, and shall be collected and enforced by the Tax Collector in the same 18manner and at the same time as County taxes, and the proceeds thereof shall be paid to the 1 9 District. However,this subsection shall not prohibit the District in its discretion from using 20 the method prescribed in either Chapter 197.363 or 197.3632, F.S. for collecting and 21 enforcing these assessments. These benefit special assessments shall be a lien on the 221 property against which assessed until paid and shall be enforceable in like manner as County 23 A taxes. The amount of the assessment for the exercise of the District's powers under this 241 Ordinance shall be determined by the District Board based upon a report of the District's 25 engineer and assessed by the District Board upon such lands,which may be part or all of the 26 lands within the District benefited by the improvement, apportioned between benefited lands 27 in proportion to the benefits received by each tract of land. 28 3 29 (3) MAINTENANCE SPECIAL ASSESSMENTS.--To maintain and preserve the facilities 30 and projects of the District, the District Board may levy a maintenance special assessment. 31 This assessment may be evidenced to and certified to the Property Appraiser by the District 32 Board not later than August 31 of each year and shall be entered by the Property Appraiser 33 on the County tax rolls and shall be collected and enforced by the Tax Collector in the same 34 manner and at the same time as County taxes, and the proceeds there from shall be paid to 35 the District. However, this subsection shall not prohibit the District in its discretion from 36 using the method prescribed in either Chapter 197.363 or 197.3632 for collecting and 37 enforcing these assessments. These maintenance special assessments shall be a lien on the 38 property against which assessed until paid and shall be enforceable in like manner as County 39 taxes. The amount of the maintenance special assessment for the exercise of the District's 40 powers under this Ordinance shall be determined by the District Board based upon a report 41 of the district's engineer and assessed by the District Board upon such lands, which may be 42 all of the lands within the District benefited by the maintenance thereof, apportioned 43 between the benefited lands in proportion to the benefits received by each tract of land. 44 45 (4) ENFORCEMENT OF TAXES.--The collection and enforcement of all taxes levied by 46 the District shall be at the same time and in like manner as County taxes, and the provisions 12 Page 1231 of 324 I 1 of the Florida Statutes relating to the sale of lands for unpaid and delinquent county taxes; 2 the issuance, sale, and delivery of tax certificates for such unpaid and delinquent County 3 taxes; the redemption thereof; the issuance to individuals of tax deeds based thereon; and all 4 other procedures in connection therewith shall be applicable to the district to the same extent 5 as if such statutory provisions were expressly set forth herein. All taxes shall be subject to 6 the same discounts as County taxes. 7 8 (5) WHEN UNPAID TAX IS DELINQUENT; PENALTY.--All taxes provided for in this 9 act shall become delinquent and bear penalties on the amount of such taxes in the same 10 manner as County taxes. 11 12 (6) TAX EXEMPTION.--All bonds issued hereunder and interest paid thereon and all fees, 13 charges, and other revenues derived by the District from the projects provided by this 14 Ordinance are exempt from all taxes by the state or by any political subdivision, agency, or 15 instrumentality thereof; however, any interest, income, or profits on debt obligations issued 16 hereunder are not exempt from the tax imposed by Chapter 220. Further, the District is not 17 exempt from the provisions of Chapter 212. 18 19 (7) STATUS OF ASSESSMENTS.--Benefit special assessments, maintenance special 20 assessments, and special assessments are non-ad valorem assessments as defined by Chapter 21 197.3632,F.S. 22 23 (8) ASSESSMENTS CONSTITUTE LIENS; COLLECTION.--Benefit special assessments 24 and maintenance special assessments authorized by this Ordinance shall constitute a lien on 25 the property against which assessed from the date of imposition thereof until paid, coequal 26 with the lien of state, county, municipal, and school board taxes. These non-ad valorem 27 assessments may be collected, at the District's discretion, by the Tax Collector pursuant to 28 the provisions of Chapter 197.363 or 197.3632, F.S., or in accordance with other collection 29 measures provided by law. 30 31 (9) LAND OWNED BY GOVERNMENTAL ENTITY.--Except as otherwise provided by 32 law, no levy of non-ad valorem assessments under this Ordinance, or Chapter 170, Chapter 33 197, or otherwise, by a District Board on property of a governmental entity that is subject to 34 a ground lease as described in Chapter 190.003(13), F.S. shall constitute a lien or 35 i encumbrance on the underlying fee interest of such governmental entity. 36! ! 37' ; Section 16. Special assessments 38 39 (1) The District Board may levy special assessments for the construction, reconstruction, 40 acquisition, or maintenance of District facilities authorized under this Ordinance using the 41 procedures for levy and collection provided in Chapter 170 or Chapter 197,F.S. 42 43 (2) Notwithstanding the provisions of Chapter 170.09, F.S., District assessments may be 44 made payable in no more than 30 yearly installments. 45 13 Page 1232 of 1324 11 I I Section 17. Issuance of certificates of indebtedness based on assessments for 2 assessable improvements; assessment bonds 3 4 (1) The District Board may, after any assessments for assessable improvements are made, 5 determined, and confirmed as provided in this Ordinance, issue certificates of indebtedness 6 for the amount so assessed against the abutting property or property otherwise benefited, as 7 the case may be; and separate certificates shall be issued against each part or parcel of land 8 or property assessed, which certificates shall state the general nature of the improvements 9 for which the assessment is made. The certificates shall be payable in annual installments in 10 accordance with the installments of the special assessment for which they are issued. The I 1 District Board may determine the interest to be borne by such certificates, in compliance 12 with Chapter 215.84, F.S. and may sell such certificates at either private or public We and 13 determine the form, manner of execution, and other details of such certificates. The 14 certificates shall recite that they are payable only from the special assessments levied and 15 collected from the part or parcel of land or property against which they are issued. The 16 proceeds of such certificates may be pledged for the payment of principal of and interest on 17 any revenue bonds or general obligation bonds issued to finance in whole or in part such 18 assessable improvement, or, if not so pledged,may be used to pay the cost or part of the cost 19 of such assessable improvements. 20 21 (2) The District may also issue assessment bonds or other obligations payable from a 22 special fund into which such certificates of indebtedness referred to in the preceding 23 subsection may be deposited; or, if such certificates of indebtedness have not been issued, 24 the District may assign to such special fund for the benefit of the holders of such assessment 25 bonds or other obligations, or to a trustee for such bondholders, the assessment liens 26 provided for in this act unless such certificates of indebtedness or assessment liens have 27 been theretofore pledged for any bonds or other obligations authorized hereunder. In the 28 event of the creation of such special fund and the issuance of such assessment bonds or other 29 obligations, the proceeds of such certificates of indebtedness or assessment liens deposited 30 therein shall be used only for the payment of the assessment bonds or other obligations 31 issued as provided in this section. The District is authorized to covenant with the holders of 32 such assessment bonds or other obligations that it will diligently and faithfully enforce and 33 collect all the special assessments and interest and penalties thereon for which such 34 certificates of indebtedness or assessment liens have been deposited in or assigned to such 35 fund; to foreclose such assessment liens so assigned to such special fund or represented by 361 i the certificates of indebtedness deposited in the special fund, after such assessment liens 3711 have become delinquent, and deposit the proceeds derived from such foreclosure, including 38 interest and penalties, in such special fund; and to make any other covenants deemed 39 necessary or advisable in order to properly secure the holders of such assessment bonds or 40 other obligations. 41 42 1 (3) The assessment bonds or other obligations issued pursuant to this section shall have 43 such dates of issue and maturity as shall be deemed advisable by the District Board; 44 however,the maturities of such assessment bonds or other obligations shall not be more than 45 2 years after the due date of the last installment which will be payable on any of the special 14 Page 1233 of 324 1 assessments for which such assessment liens, or the certificates of indebtedness representing 2 such assessment liens,are assigned to or deposited in such special fund. 3 4 (4) Such assessment bonds or other obligations issued under this section shall bear such 5 interest as the District Board may determine, not to exceed a rate which is in compliance 6 with Chapter 215.84, F.S., and shall be executed, shall have such provisions for redemption 7 prior to maturity, shall be sold in the manner and be subject to all of the applicable 8 provisions contained in this Ordinance for revenue bonds, except as the same may be 9 . inconsistent with the provisions of this section. 10 11 (5) All assessment bonds or other obligations issued under the provisions of this Ordinance, 12 except certificates of indebtedness issued against separate lots or parcels of land or property 13 as provided in this section, shall be and constitute and shall have all the qualities and 14 incidents of negotiable instruments under the law merchant and the laws of the state. 15 16 _Section 18. Tax liens 17 18 All taxes of the District provided for in this Ordinance, together with all penalties for default 19 in the payment of the same and all costs in collecting the same, including a reasonable 20 attorney's fee fixed by the court and taxed as a cost in the action brought to enforce payment, 21 shall, from January 1 for each year the property is liable to assessment and until paid, 22 constitute a lien of equal dignity with the liens for state and county taxes and other taxes of 23 equal dignity with state and county taxes upon all the lands against which such taxes shall be 24 levied. A sale of any of the real property within the district for state and county or other 25 taxes shall not operate to relieve or release the property so sold from the lien for subsequent 26 District taxes or installments of District taxes, which lien may be enforced against such 27 property as though no such sale thereof had been made.The provisions of Chapters 194.171, 28 197.122, 197.333, and 197.432, F.S. shall be applicable to District taxes with the same force 29 and effect as if such provisions were expressly set forth in this Ordinance. 30 31 Section 19. Payment of taxes and redemption of tax liens by the District; sharing in 32 proceeds of tax sale 33 34 (1) The District has the right to: 35 36 (a) Pay any delinquent state, county, district, municipal, or other tax or assessment upon 37 lands located wholly or partially within the boundaries of the District; and 38 (b) To redeem or purchase any tax sales certificates issued or sold on account of any state, 39 county, district, municipal, or other taxes or assessments upon lands located wholly or 40 partially within the boundaries of the District. 41 42 (2) Delinquent taxes paid, or tax sales certificates redeemed or purchased, by the District, 43 together with all penalties for the default in payment of the same and all costs in collecting 44 the same and a reasonable attorney's fee, shall constitute a lien in favor of the district of 45 j equal dignity with the liens of state and county taxes and other taxes of equal dignity with 's � j I i ' 15 Page 1234 of 324 I 1 state and county taxes upon all the real property against which the taxes were levied. The 2 lien of the District may be foreclosed in the manner provided in this Ordinance. 3 4 (3) In any sale of land pursuant to Chapter 197.542, F.S. and amendments thereto, the 5 District may certify to the clerk of the circuit court of the County holding such sale the 6 amount of taxes due to the District upon the lands sought to be sold; and the District shall 7 share in the disbursement of the sales proceeds in accordance the provisions of this 8 i Ordinance and under the laws of the state. 91 10 1 , Section 20. Foreclosure of liens 11 1211 Any lien in favor of the District arising under this Ordinance may be foreclosed by the 13 District by foreclosure proceedings in the name of the District in a court of competent 14 : 1 jurisdiction as provided by general law in like manner as is provided in Chapter 173, F.S. 15 I and amendments thereto; the provisions of that chapter shall be applicable to such 16 proceedings with the same force and effect as if those provisions were expressly set forth in 17 this Ordinance. Any act required or authorized to be done by or on behalf of the District in 18 { foreclosure proceedings under Chapter 173 may be performed by such officer or agent of the 191 District as the Board of Supervisors may designate. Such foreclosure proceedings may be 20 brought at any time after the expiration of 1 year from the date any tax, or installment 21 thereof, becomes delinquent; however no lien shall be foreclosed against any political 22 subdivision or agency of the state. Other legal remedies shall remain available. 23 24 j Section 21. Bids required 25 261 (1) No contract shall be let by the District Board for any goods, supplies, or materials to be i 27 purchased when the amount thereof to be paid by the District shall exceed the amount 28 provided in Chapter 287.017,F.S. for category four,unless notice of bids shall be advertised 29 once in a newspaper in general circulation in the County. The District Board seeking to 30 construct or improve a public building, structure, or other public works shall comply with 31 the bidding procedures of Chapter 255.20, F.S. and other applicable general law. In each 32 case, the bid of the lowest responsive and responsible bidder shall be accepted unless all 33 bids are rejected because the bids are too high, or the District Board determines it is in the 34 best interests of the District to reject all bids. The District Board may require the bidders to 35 furnish bond with a responsible surety to be approved by the District Board. Nothing in this 36 section shall prevent the District Board from undertaking and performing the construction, 37 operation, and maintenance of any project or facility authorized by this Ordinance by the 38 employment of labor,material, and machinery. 34 40 (2) The provisions of the Consultants' Competitive Negotiation Act, Chapter 287.055, F.S. 41 apply to contracts for engineering, architecture, landscape architecture, or registered 42 surveying and mapping services let by the District Board. 43 44 (3) Contracts for maintenance services for any District facility or project shall be subject to 45 competitive bidding requirements when the amount thereof to be paid by the District 46 exceeds the amount provided in s. 287.017 for category four. The District shall adopt rules, 16 Page 1235 of 324 ii I 1 policies, or procedures establishing competitive bidding procedures for maintenance 2 services. Contracts for other services shall not be subject to competitive bidding unless the 3 ; 1 district adopts a rule, policy, or procedure applying competitive bidding procedures to said 4 contracts. 5 6 Section 22. Fees, rentals, and charges; procedure for adoption and modifications; 7 1; minimum revenue requirements g 9 (1) The District is authorized to prescribe, fix, establish, and collect rates, fees, rentals, or 101 other charges, hereinafter sometimes referred to as "revenues," and to revise the same from 11 time to time, for the facilities and services furnished by the District, within the limits of the 12 district, including, but not limited to, recreational facilities, water management and control 13 , facilities, and water and sewer systems; to recover the costs of making connection with any 14 1 District facility or system; and to provide for reasonable penalties against any user or 15 property for any such rates, fees, rentals,or other charges that are delinquent. 16 17 (2) No such rates, fees, rentals, or other charges for any of the facilities or services of the 18 District shall be fixed until after a public hearing at which all the users of the proposed 19 facility or services or owners, tenants, or occupants served or to be served thereby and all 20 other interested persons shall have an opportunity to be heard concerning the proposed rates, 21 fees,rentals,or other charges. Rates, fees, rentals, and other charges shall be adopted under 22 the administrative rulemaking authority of the District, but shall not apply to District leases. 23 Notice of such public hearing setting forth the proposed schedule or schedules of rates, fees, 24 rentals, and other charges shall have been published in a newspaper in the county and of 25 general circulation in the District at least once and at least 10 days prior to such public 26 hearing. The rulemaking hearing may be adjourned from time to time. After such hearing, 27 such schedule or schedules, either as initially proposed or as modified or amended, may be 28 finally adopted. A copy of the schedule or schedules of such rates, fees, rentals, or charges 29 as finally adopted shall be kept on file in an office designated by the District Board and shall 30 be open at all reasonable times to public inspection. The rates, fees, rentals, or charges so 31 fixed for any class of users or property served shall be extended to cover any additional 32 users or properties thereafter served which shall fall in the same class, without the necessity 33 of any notice or hearing. 34 35 (3) Such rates, fees,rentals,and charges shall be just and equitable and uniform for users of 36 the same class, and when appropriate may be based or computed either upon the amount of 37 service furnished, upon the number of average number of persons residing or working in or 38 otherwise occupying the premises served, or upon any other factor affecting the use of the 39 facilities furnished, or upon any combination of the foregoing factors, as may be determined 40 by the board on an equitable basis. 41 42 (4) The rates, fees, rentals, or other charges prescribed shall be such as will produce 43 revenues, together with any other assessments, taxes, revenues, or funds available or 44 pledged for such purpose, at least sufficient to provide for the items hereinafter listed, but 45 not necessarily in the order stated: t 46 17 Page 1236 of 324 rr i I (a) To provide for all expenses of operation and maintenance of such facility or 2 service; 3 4 (b) To pay when due all bonds and interest thereon for the payment of which such 5 revenues are, or shall have been, pledged or encumbered, including reserves for such 6 purpose; and 7 8 (c) To provide for any other funds which may be required under the resolution or 9 resolutions authorizing the issuance of bonds pursuant to this Ordinance. 10 11 (5) The District Board shall have the power to enter into contracts for the use of the projects 12 of the District and with respect to the services and facilities furnished or to be furnished by 13 the District. 14 15 Section 23. Recovery of delinquent charges 16'° 17:; In the event that any rates, fees, rentals, charges, or delinquent penalties shall not be paid as 18 and when due and shall be in default for 60 days or more,the unpaid balance thereof and all 19 interest accrued thereon, together with reasonable attorney's fees and costs, may be 20: 1 recovered by the District in a civil action. 21 2211 Section 24. Discontinuance of service 23 � 24 In the event the fees, rentals, or other charges for water and sewer services, or either of 25 them, are not paid when due, the board shall have the power, under such reasonable rules 26 and regulations as the board may adopt, to discontinue and shut off both water and sewer 27 services until such fees, rentals, or other charges, including interest, penalties, and charges 28 for the shutting off and discontinuance and the restoration of such water and sewer services 29 or both, are fully paid; and, for such purposes, the board may enter on any lands, waters, or 30 premises of any person, firm, corporation, or body, public or private, within the district 31 limits. Such delinquent fees, rentals, or other charges, together with interest, penalties, and 32 charges for the shutting off and discontinuance and the restoration of such services and 33 facilities and reasonable attorney's fees and other expenses,may be recovered by the district, 34 which may also enforce payment of such delinquent fees, rentals, or other charges by any 35 other lawful method of enforcement. 36 37 Section 25. Enforcement and penalties 38 39 The District Board or any aggrieved person may have recourse to such remedies in law and 40 at equity as may be necessary to ensure compliance with the provisions of this Ordinance, 41 including injunctive relief to enjoin or restrain any person violating the provisions of this 42 Ordinance or any bylaws,resolutions,regulations,rules, codes, or orders adopted under this 43 act. In case any building or structure is erected, constructed,reconstructed,altered,repaired, 44 converted, or maintained, or any building, structure, land, or water is used, in violation of 45 this Ordinance or of any code, order, resolution, or other regulation made under authority 46 conferred by this Ordinance or under law, the District Board or any citizen residing in the 18 Page 1237 of 1324 FI i 1 district may institute any appropriate action or proceeding to prevent such unlawful erection, 2 construction, reconstruction, alteration, repair, conversion, maintenance, or use; to restrain, 3 correct, or avoid such violation; to prevent the occupancy of such building, structure, land, 4 or water; and to prevent any illegal act, conduct, business, or use in or about such premises 5 land, or water. 6 7 Section 26. Suits against the District 8 9 Any suit or action brought or maintained against the District for damages arising out of tort, 10 including, without limitation, any claim arising upon account of an act causing an injury or 11 loss of property, personal injury, or death, shall be subject to the limitations provided in s. 12 768.28. 13 14 Section 27. Exemption of District property from execution 15 16 All District-owned property shall be exempt from levy and sale by virtue of an execution, 17 and no execution or other judicial process shall issue against such property, nor shall any 18 judgment against the District be a charge or lien on its property or revenues; however, 19 nothing contained herein shall apply to or limit the rights of bondholders to pursue any 20 remedy for the enforcement of any lien or pledge given by the district in connection with 21 any of the bonds or obligations of the District. 22 23 Section 28. The District is solely responsible for the implementation of special 24 assessments upon benefited property within the District's internal boundaries and shall 25 provide notice of said special assessments to all prospective purchasers of said property. 26 27 Section 29. If any clause, or other part or application of this Ordinance shall be 28 held in any court of competent jurisdiction to be unconstitutional or invalid, such 29 unconstitutional or invalid part or application shall be considered as eliminated and so not 30 affecting the validity of the remaining portions or applications which shall remain in full 31 force and effect. 32 33 Section 30. This Ordinance shall take effect upon its' approval and signing as 34 provided by law. 35 : I ` I 19 Page 1238 of 324 rr r 1 2 FIRST READING this 5 day of C)Crob2005. 3 I 4 SECOND,FINAL READING AND PASSAGE this l8 day of Acro 2005. 5 CITY OF BOYNTON BEACH,FLORIDA 6 7 8 ° 9 ayor 10 11 � _.:... 12 13 a Mayor 14 15 n 16 _...._ 17 Co 18 19 20 ------ 21 , Commissioner 22 23 24 ' 25 Commissioner 261 : ATTEST: 27 28 29t C` 3 33 34 V 35 36 37 38 39 i i i I � 20 Page 1239 of 324 QUANTUM PAW T -DOWTOM BEACH, P.LD. swnONS l8w 17, 2D AND 21, TOWMW 48 SOUTH, RANGE 43 EAST PALM BEACH COUNTY, FLOWA I I1 I • 1 AND 2W36 FOR UCBgWrMK SLqtWV0ft MM AND COMCAML IM IB WT A IMM EREEEI COMM MW AT ENGINEERS. ING. Bch""w9whm rim L Page 1240 of 1324 QUANAM PAID( AT BOYNTON BEACH, P.I.D., SECTIONS 16, 17. 20 AND 21. TOOMP 45 9W7K RANGE 43 EAST PALM BEACH COUNTY. FLORIDA NOWAM IN RM 11M W. no AT � I PLff MW We 14 6 PlAr am 0% PAM a A7 P P MAWCOWL01 P AT T 10M ff. X GWMW ft=AT KMVW WAIK PAL WX M 16 MWIM IN KAY 11M W. allowfm AVOW MUM SM PAL MAT WL FAIL PLAT I&% MCM IN'OF 110 00 P IwMLM ml!rp Al MMM M T PMU A AND 3%111 V9 MIA RMIDL - P AL Ka 06 W MMM IN PLAT WIN 04M I=FM AT WWWW MACK MIL FIAT 10L%SIMMID 14 MAT OM OW I& FLOW OF PIN m ft"ow 44 PAM Ift Am owl IN w PURM low"w PAM Wm I 14 4WMMW$jfMMI=MW MV M T 9W Ift PAM OHM MS MOM IN PtA IL amp=PANK 0 Ra am 11%PAM M-13k Ill W 11100101M OF I",Nam mparwo PAM Li- N Cf A115COUAIM Na L9 8706 MMUM T MORK P4M CAN W OWAWK A - NM M IMM 36f.%FOR At 04M ON OW 3 Ot 3, EREEF-HChIMAY 01011111M CAMOIRWIPMAT ENGINEERS, INC. L Page 1241 of 1324 011onrim 10 AODWANY me= QUANIIUM PARK AT OOVNTON BEACH. PID SEVIONS 16, 17, 20 AND 21, 1VARWI 45 SOUIK RANGE N PALM BEACH CCIUNIY, FIARIDA 1L A 40 RME& PAM KOM am w Rank Me mm 0JG FOLLOM CK UK NMM 4y A a%MAMND FAMW&WN IM46 W XL MW MAN am COMM A MOM WMM6 - A PMMM - UHL W LW LM- - IM MM LOK W IM POMM U A 1f A,, AND Im 4MM AD IN 1 - at M WIMMMIMWWAT IN Im KV AND 0 OND 20%aw UK L A PAUL CF MW LVW 0 WVOSJCMI.4"SOM%Nlr 45 OK ODUMV - 1/41) Ff A LAl MW A am UK nn toy A ult 4UOP NAMW G=FMMM Al 1 ft M MMOM IMT A amew UK y 10 AMIN"MMIUMNIMMOSW M" me AMW ftm UNK =a w RAW um PA v MOM MUM - 1A PAORM INA LM Woft MW WN W "M um or WT Flow OvAgm Im Ow 06 A .0000 4% POR 86M CF DEDOWYNK AS MM CIO OW 311F4W FREEEH0411"y cmum CKWOM PAM AT ENGINEERS, 1I�1 . L Page 1242 of 1324 L 1 QUANTUM COMMUNITY DEVELOPM ENT DISTRICT c/o: Special District Services,Inc. 11000 Prosperity Farms Road,Suite 104 Palm Beach Gardens,FL 33410 June 29, 2005 ED!EPARTMENT Mr. Kurt BressnerCity ManagerCity of Boynton BeachP.O. Box 310L I 20�Boynton Beach, Fla. 33425-0310DEVELOPMENT RE: Quantum Overlay District Dear Mr. Bressner: On behalf of the Board of Supervisors of the Quantum Community Development District (the "District"), please accept this letter as the formal petition of the District to the City for the creation of a dependent district pursuant to the provisions of Chapter 189, Florida Statutes. The boundaries of the proposed dependent district would be co-terminus with the boundaries of the Quantum Park at Boynton Beach(the `Park'). In support of this request, please consider the following. The original plan of the Quantum Community Development District contemplated the development of an industrial and commercial park. However, the land use of the District has changed over time and residential development has been permitted in portions of the District. This has created a `mixed use' situation that will soon result in a voting dilemma. Chapter 190, Florida Statutes provides for the election of Supervisors on the basis of one vote per acre (or portion thereof) until 6 years have elapsed after the date of creation and there are at least 250 qualified electors. Once these two conditions are met, the Board of 4 Supervisors begins to transition qualified electors onto the Board. The District has surpassed the six year requirement and most likely has in excess of 250 registered voters. This is now being evaluated. Assuming there are in excess of 250 registered voters, the election currently scheduled for this November will begin to phase in residents of the District onto the Board. This process will continue for the next several years until all members of the Board of Supervisors are popularly elected from the residential communities off. At that time, the commercial and industrial property owners will have no representation on the Board. Chapter 190, F.S. offers no option to this conversion of representation; therefore, the Board of Supervisors of the District has developed a plan that offers fair representation on the Board. If the City Commission would consider creating an overlay dependent district co-terminus with the boundaries of the existing Park as indicated in the enclosed ordinance, the Board has agreed to convey all of its assets to the overlay district. Page 1243 of 1324 Kurt Bressner City of Boynton Beach June 29,2005 Page 2 The overlay district would then be responsible for the operation and maintenance of the public infrastructure previously owned by the Quantum CDD. As indicated in the enclosed draft ordinance, the Board of the overlay district would be made up of representatives of both the residential communities and the non residential communities. The Quantum CDD would continue to exist only for the levy each year of the non ad valorem assessments required to retire the outstanding debt of the District. Once the debt has been satisfied, the Quantum CDD will have no reason to remain in existence and dissolution procedures could be initiated. In order to assist you in this matter, I have enclosed a form of an ordinance that would accomplish the purposes stated herein. The City Attorney has previously reviewed this proposed ordinance and if you like, I can forward the proposal ordinance and the enclosed map and legal description to you electronically. Given these circumstances, we request your favorable consideration of this request. We are available to review this proposal in detail at your convenience. Very truly yours, Peter L. Pimentel District Manager Enclosures cc: Thomas McGillicuddy, Chairman Bernard A. 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FOR= . ■ i b a Page 1251 of 1324 Prep=w Acn�a seg paim Been X f >PAPA mays x } mI x E- - C ® hcp L/maps.co.palm6 hfl s/=w9 t P�-��r,l_q�. l ^-51 b?(.50[7J0 {p t` 3 `.,DOROTHYJACKS s S,arch LY Owx,E Address of Pa,ol I. 4# i QO QUANTUM PARK OVERLAY DEPENDENT DATR C< - 4 Property detail' c - 1-- MaieL,RU r- M: .Ty BOYNTDN BEACH Rd. Re_98434517090100000 a QUANTUM PAILK AT BOYNTON BEACH #} t - Si �-n PL3 � b !22]]1 Ca=]UL-2008 N5 250''_BURNS R9 ITE Ab I r,erg\-_:_ss PALM BEACH GARDENS FL 33410 ) 5207 L, DO RIVER/,AKES - O an Wrry e�Ltl N 1 ! vase z Sales Information saiesoace Puce .' ?sfIE.�.ldia9r�u AUL zoos o -- - MAR 1994 10 Appraisals - - } W Galaveny BI q u?iic -"Gat BIv9� Rp T Year X03 0 4' p T ,Nl - 97 PaIm.I&-each Cotnt l,�one`,. Page 1252 of 1324 i SETTLEMENT AGREEMENT This Settlement Agreement ("Agreement") is entered by and between Secured Holdings, Inc. (referred to herein as "Secured"), Olen Properties Corp. (referred to herein as "Olen"), and Quantum Park Overlay Dependent District (referred to herein as the"District"). RECITALS WHEREAS,Olen and Secured filed a lawsuit in the Circuit Court of the Fifteenth Judicial Circuit in and for Palm Beach County, Florida against the District in Case No.: 50 2015 CA 001721 (AJ) (referred to herein as the"District lawsuit"); and WHEREAS, Secured filed a lawsuit in the Circuit Court of the Fifteenth Judicial Circuit in and E far Palm Beach County,Florida against the District in Case No.: 50 2015 CA 011695 (AJ)(referred to herein as the`Bert Harris lawsuit"); and WHEREAS, Secured filed a lawsuit in the Circuit Court of the Fifteenth Judicial Circuit in and for Palm Beach County, Florida against the District in Case No.: 50 2016 CA 005668 (AA) (referred to herein as the"Easement lawsuit"); and i WHEREAS, Secured, Olen and the District, without admitting any liability with respect to the issues raised in said lawsuits(collectively the"Lawsuits") wish to resolve their differences and to i settle the Lawsuits. Secured, Olen and the District are collectively referred to herein as the "Parties". NOW THEREFORE, in consideration of mutual promises contained herein and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the Parties stipulate and agree as follows: TERMS AND CONDITIONS 1. Recitals: Each of the foregoing Recitals is accurate, correct, and true and each is incorporated herein by this reference. II. Effective Date: This Agreement will become effective when at least one identical counterpart of this Agreement is executed by each of the Parties and delivered to the other Parties or, alternatively, when this Agreement has been fully executed by all Parties. Such date is called the"Effective Date". III. Consideration: In consideration of the covenants contained herein, the Parties, as indicated, agree to do or cause to be done the following: A. Obligations of the District. 1. Within 45 days of the Effective Date, the District shall designate Lot 71, of Quantum Park, which is more particularly described and depicted in Exhibit Page 1253 of 1324 A attached hereto, as surplus property that is no longer needed for District purposes. Thereafter, within 15 days of said designation, the District shall grant ownership of Lot 71, of Quantum Park, to Qlen/Secured by Quit CIaim Deed. Olen/Secured shall assume all risk for any and all future rezoning and/or development potential of and for Lot 71 and once the Quit Claim Deed has been executed and delivered, Olen/Secured shall in no way expect the District to participate in or be actively involved with any government approvals of any kind with respect to the development of Lot 71 and/or the uses thereof. In the event Olen/Secured is unable to develop Lot 71, such inability shall have no bearing on Olen/Secured's obligations herein and shall in no way enable Olen/Secured to initiate or maintain any litigation or attempt to state a claim against the District related to the same. 2. Within 45 days of the Effective Date, the District shall disclaim any future interest it may have in and to the portion of Quantum Lakes Drive abutting or lying adjacent to Lot 52 within Quantum Park, as more particularly described and depicted in Exhibit B attached hereto, in the event same is vacated by the City of Boynton Beach. B. Obligations of Olen/Secured. i 1. Within 10 days of the completion of each of the District's obligations set forth above, Secured, Olen and the District shall file Joint Stipulations and Orders of Dismissal with Prejudice dismissing the Lawsuits filed by Secured, Olen or by both Secured and Olen against the District. Each Joint Stipulation and Order shall contain language that reserves jurisdiction of the Court to enforce the terms of this Settlement Agreement with each party to this Settlement Agreement to bear their own fees and costs incurred in each of the Lawsuits. 2. Within 10 days of the completion of each of the District's obligations set forth above Secured and/or Olen, as applicable shall file Joint Stipulation and Order of Dismissal with Prejudice as to the Defendant, Eugene Gerlica, in the Easement lawsuit. The Joint Stipulation and Order shall contain language that reserves jurisdiction of the Court to enforce the terms of this Settlement Agreement with the Plaintiff and the Defendant, Eugene Gerlica, to bear their own fees and costs incurred in the Easement lawsuit, C. Joint Obligations of the Parties. 1. Within 5 days of the date of entry of each Order of Dismissal referred to in Article III• B. 1. and in Article III. B. 2. above, the District, Secured and Olen shall sign and exchange separate Mutual Releases of claims which each of the Parties to this Settlement Agreement may have against the others arising out of the Lawsuits except as to the obligations contained in this Agreement. Said Mutual Release shall not release any claims which Secured or Olen have against the individual members of the Board of Supervisors/Board of Directors 2 Page 1254 of 1324 of the District who were named as defendants in the District lawsuit referred to above or against any entities or persons who are not Parties to this Settlement Agreement. IV. Miscellaneous: The Parties hereto further agree as follows: A. This Agreement represents an accord and satisfaction of contested claims and affects the settlement of such claims, all of which are denied and contested, and nothing contained in this Agreement will be construed as an admission by any of the Parties of any liability or wrongdoing in connection with the Lawsuits. B. The Parties acknowledge and agree that: (i)each party has had the opportunity j to consult with,and has in fact consulted with, such professionals,experts and legal counsel of its choice as such party may have desired with respect to all matters settled and resolved herein, (ii) each party has participated fully in the negotiation and preparation of this Agreement, and (iii) each party has carefully reviewed this Agreement and is entering into same freely and voluntarily, and (iv) each party agrees to bear its own attorney fees and costs incurred in connection with the Lawsuits, in preparation of this Agreement and the future execution of all conditions outlined herein. This Agreement shall not be more strictly construed against any party. I C. Each party to this Agreement represents and warrants to the others that the execution and delivery of this Agreement and the terms contained herein have been duly approved by each of the parties hereto. D. This Agreement shall be construed and governed in accordance with the laws of the State of Florida, E. In the event any term or provision of this Agreement be determined by appropriate judicial authority to be illegal or otherwise invalid, such provision shall be construed as deleted from this Agreement but such deletion shall not affect the enforceability of the remaining terms contained in this Agreement, which terms shall remain in full force and effect. F. All of the exhibits attached to this Agreement are incorporated in, and made a part of, this Agreement. G. If the date of the performance of any term, provision or condition of this Agreement shall happen to fall on a Saturday, Sunday or other non-business day(i.e.,a day in which batiks are closed),the date for the performance of such term, provision or condition shall be extended to the next succeeding business day immediately thereafter occurring. 3 Page 1255 of 1324 i H, No delay or failure on the part of any party hereto of the exercise of any right or remedy hereunder shall operate as a waiver thereof, and no single or partial exercise of any right or remedy under this Agreement shall preclude the further exercise of any other right or remedy, 1. In construing this Agreement, the singular shall be held to include the plural, the plural shall include this singular, and the use of any gender shall include every other and all genders. J. All indemnifications, releases, covenants, warranties and representations contained in this Agreement and all documents to be delivered by the parties in connection with the consummation of the transactions to be completed in connection with this Agreement shall survive the consummation of any such transactions. 3 i K. The parties agree to execute all further instruments and take all such further action that may be reasonably required by any party to fully effectuate the terms and provisions of this Agreement and the transactions contemplated herein. L. This Agreement shall be binding on each party's successors and assigns but a right to assign should not be implied by this provision. However, consent to any assignment shall not be unreasonably withheld, i M. Any notice or notices required or permitted by this Agreement or that shall be given by reason of this Agreement shall be in writing and shall be delivered to the last attorney of record for each of the Parties in the manner and at the address required for service of pleadings and papers, except that electronic mail notices shall be effective only if separately acknowledged by the person to whom the notice is given. N. Time is of the essence in the performance of this Agreement. O. This Agreement constitutes the full and entire agreement and understanding between the parties hereto with respect to the subject matter hereof and there are no agreements,representations or warranties except as specifically set forth herein. All prior discussions, negotiations, letters, demands and writings of any kind are fully merged into this Agreement and are to be construed to be of no further force or effect, it being the intention of the parties that this Agreement shall serve as the sole and entire expression of the Agreement and understanding of the parties hereto. 4 Page 1256 of 1324 IN WITNESS WHEREOF, the parties have signed this Agreement on the dates noted opposite their names. SECURED I�L S, INC By: Date: Print Name: Title:� OLEN PROP S CORP. KIP' By: Date: Print Name: —Z�wv c)\-e—xm� IJ Title: QUANTUM PARK OVERLAY DEPENDENT DISTRICT By: Date: Print Name: Title: Page 1257 of 1324 Exhibit A ,I RNEW",- Ail Ph 'Ail eT z Vp IL e-j I 4e, gg 71 ie Aa 'L kE -p 82 2p Page 1258 of 1324 Exhibit B I UM k tl Y N N Q N�O &01 �A O O 4 W g ^!Ow a Y E 33 N J $ •.by roy$'�s; q'', 51 A A b �-Olt> Npp s� 2 qR qq��2 i5 i i��Y S'1°�v p Nfz•az,s�.'� N�'cel. �'R g $33Q N '' kYRgRR m ZG Po omba � P PEI 4 OU I RK R P 1 O No �� a hog Aga s ter' - �yPi g � q929 Y RRR�o$ 4 ¢ �i^I� ag4�84 be' n 9� o $o-#Rq- 9Q o *RAR R$�St� '7pd RR+ kggYY R- > p Rte . R tryl y� Rugr � SUN N N.aszes 3.00.aaoae $bF € e wig!�� 6 RSR Page 1259 of 1324 11.C. NEW BUSINESS 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: PROPOSED RESOLUTION NO. R18-180- Authorize the Mayor to sign the Second Amendment to the Interlocal Agreement between the City of Boynton Beach and Boynton Beach Community Redevelopment Agency (CRA) for the CRA funding of the Neighborhood Officer Policing Program for FY 18/19 for an amount not to exceed $370,000. EXPLANATION OF REQUEST: Agreement Period: October 1, 2018-September 30, 2019 On November 13, 2018, the CRA Board approved an Amendment to the I nterlocal Agreement between the City and CRA for the funding of the Neighborhood Officer Policing Program for FY 18/19 not to exceed $370,000. The CRA and City of Boynton Beach Police Department partnered to create the Neighborhood Officer Program (NOP) to promote the efforts of both entities to form better community relationships, engage key residential and commercial stakeholders, provide education and information on issues concerning our redeveloping neighborhoods. During the Fiscal Year 2015-2016, the CRA approved $200,000 in funding for two Police Officers to begin the NOP and focus initial efforts within the Heart of Boynton District. In FY 2017-2018, the CRA Board approved adding a third Police Officer to the NOP which increased the annual budget for the program to $372,000. The ILA's First Amendment for FY 2017- 2018 expired on September 30, 2018. The CRA staff has worked with the City Police Department to develop the Neighborhood Policing Program for the area and is a part of the I LA. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? Provide a neighborhood policing program for the Heart of Boynton Community. FISCAL IMPACT: Budgeted CRA will provide up to a maximum of amount of$370,000 for the management of the Neighborhood Officer Policing Program as outlined in the ILA. ALTERNATIVES: Do not approve the ILA STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: Page 1260 of 1324 CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: ATTACHMENTS: Type Description Resolution approving Second Amendment to ILA D Resolution with CRA for Neighborhood Officer Policing Program D Attachment Second Amendment D Attachment C RA 11-13-18 Agenda Item Page 1261 of 1324 I RESOLUTION NO. R18- 2 A RESOLUTION OF THE CITY OF BOYNTON BEACH, 3 FLORIDA, APPROVING AND AUTHORIZING THE MAYOR TO 4 SIGN A SECOND AMENDMENT TO THE INTERLOCAL 5 AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND 6 THE BOYNTON BEACH COMMUNITY REDEVELOPMENT 7 AGENCY FOR THE CRA FUNDING OF THE NEIGHBORHOOD 8 OFFICER POLICING PROGRAM FOR FISCAL YEAR 2018-19 IN 9 AN AMOUNT NOT TO EXCEED $370,000 AND PROVIDING AN 10 EFFECTIVE DATE. 11 12 WHEREAS, on October 26, 2016 the City and CRA entered into an Interlocal 13 Agreement For the Funding of the Neighborhood Officer Policing Program to improve the 14 quality of life for area residents and to increase private investment within the CRA area known 15 as the Heart of Boynton; and 16 WHEREAS, in October 2017, the CRA Board approved adding a third Police Officer 17 to the NOP which increased the annual budget for the program to $372,000 and which expired 18 on September 30, 2018; and 19 WHEREAS, the City Commission of the City of Boynton Beach, upon 20 recommendation of staff and the CRA Board, deems it to be in the best interests of the residents 21 and citizens of the City of Boynton Beach to approve a Second Amendment to the Interlocal 22 Agreement between the City of Boynton Beach and the Boynton Beach Community 23 Redevelopment Agency regarding the CRA funding of the Neighborhood Officer Policing 24 Program for fiscal year 2018-19 in an amount not to exceed $370,000. 25 NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF 26 THE CITY OF BOYNTON BEACH, FLORIDA, THAT: C:AProgram Files(X86)ANeevia.Com\DocconverterproATemp\NVDC\B48EEFE8-D6E8-4934-A40D-E604649A992F\Boynton Beach.13647.1.Second_Amendment To ILA With CRA For Policing_Program_(2018-19)_-_Reso.Docx Page 1262 of 1324 27 Section 1. Each Whereas clause set forth above is true and correct and incorporated 28 herein by this reference. 29 Section 2. The City Commission of the City of Boynton Beach,Florida does hereby 30 approve and authorize the Mayor to sign a Second Amendment to the Interlocal Agreement 31 between the City of Boynton Beach and the Boynton Beach Community Redevelopment 32 Agency for the CRA funding of the Neighborhood Officer Policing Program for fiscal year 33 2018-19 in an amount not to exceed $370,000, a copy of said Second Amendment to the 34 Interlocal Agreement is attached hereto as Exhibit"A". 35 Section 3. That this Resolution shall become effective immediately upon passage. 36 PASSED AND ADOPTED this day of , 2018. 37 CITY OF BOYNTON BEACH, FLORIDA 38 39 YES NO 40 41 Mayor— Steven B. Grant 42 43 Vice Mayor— Christina L. Romelus 44 45 Commissioner—Mack McCray 46 47 Commissioner—Justin Katz 48 49 Commissioner—Aimee Kelley 50 51 52 VOTE 53 ATTEST: 54 55 56 57 Judith A. Pyle, CMC 58 City Clerk 59 60 61 (Corporate Seal) C:AProgram Files(X86)ANeevia.Com\DocconverterproATemp\NVDC\B48EEFE8-D6E8-4934-A40D-E604649A992F\Boynton Beach.13647.1.Second_Amendment To ILA With CRA For Policing_Program_(2018-19)_-_Reso.Docx Page 1263 of 1324 SECOND AMENDMENT TO THE INTERLOCAL AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND THE BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY FOR THE FUNDING OF THE NEIGHBORHOOD OFFICER POLICING PROGRAM This SECOND AMENDMENT TO THE INTERLOCAL AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND THE BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY FOR THE FUNDING OF THE NEIGHBORHOOD OFFICER POLICING PROGRAM(Second Amendment) is entered into by and between the City of Boynton Beach(City) and the Boynton Beach Community Redevelopment Agency(CRA) (collectively referred to as the Parties). WHEREAS,the CRA and the City entered into the INTERLOCAL AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND THE BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY FOR THE FUNDING OF THE NEIGHBORHOOD OFFICER POLICING PROGRAM(Original Agreement) on October 26, 2016; and WHEREAS, the CRA and the City amended the Agreement pursuant to the FIRST AMENDMENT TO THE INTERLOCAL AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND THE BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY FOR THE FUNDING OF THE NEIGHBORHOOD OFFICER POLICING PROGRAM (First Amendment) on November 21, 2017; WHEREAS,the Parties wish to make certain changes to the Agreement, as amended; NOW THEREFORE, in consideration of the promises contained herein and in the Agreement, as amended, the sufficiency of which both Parties hereby acknowledge: 1) Incorporation. The recitals and other information above is hereby incorporated herein as if fully set forth. 2) Effective Date. This Second Amendment shall be deemed to be effective and act to extend the term of the Agreement as of September 30, 2018. 3) Agreement. Unless specifically stated otherwise,the term Agreement means the Original Agreement as it may have been or may be amended from time to time. 4) Additional Obligations of the CRA for Fiscal Year 2018-2019. In addition to the obligations in the Agreement,the CRA shall provide funding to the City in the maximum amount of Three Hundred and Seventy Dollars ($370,000.00), for the management of the Neighborhood Officer Policing Program for the 2018-2019 Fiscal Year, under the same terms, conditions, and procedures provided for in the Agreement. 5) Automatic Renewal. The Agreement shall automatically renew every year effective October 1, so long as the annual CRA budget for the applicable fiscal year contains a budget line item specifically for the Neighborhood Officer Policing Program that 01055472-1 Page 1264 of 1324 designates a dollar amount greater than $0.00. The amount provided for in the CRA budget shall be the maximum amount of financial obligation of the CRA for the applicable fiscal year. If the annual CRA budget for any year does not contain a line item specifically for the Neighborhood Officer Policing Program, or the line item for the Neighborhood Officer Policing Program designates $0.00 or equivalent, the Agreement shall be deemed terminated as of 11:59 pm on September 30 following the adoption of the budget. The renewal shall be under the same terms, conditions, and procedures provided for the in the Agreement. 6) Termination. Either party may terminate the Agreement at any time. The CRA shall not be required to reimburse the City for any requests submitted after the termination of the Agreement, except that the CRA shall reimburse the City for any expenses that the CRA deems to have validly arisen from the Neighborhood Officer Policing Program, when such expenses were incurred between the time of the last reimbursement by the CRA and the termination of the Agreement. For purposes of this paragraph salary expenses may be accounted for on a on a pro-rata basis. 7) Amendment.Nothing in this Second Amendment shall be construed so as to prevent the parties from extending or otherwise amending the Agreement, or this Second Amendment. 8) Modification of Exhibit A. Exhibit A to the Agreement, shall be deleted in its entirety and substituted with Exhibit A to this Second Amendment for Fiscal Year 2018-2019. Exhibit A may be amended anytime through written amendment signed by the City Manager and the CRA Executive Director. 9) General. Except as expressly set forth in this Second Amendment, the Agreement, as amended is unmodified and remains in full force and effect, and is hereby ratified and confirmed by the CRA and the City. This Second Amendment may be executed in any number of counterparts, any one and all of which shall constitute the agreement of the Parties and each of which shall be deemed an original. To the extent of any conflict between the Original Agreement and/or the First Amendment, and this Second Amendment, this Second Amendment shall control. [Signatures on following page.] 01055472-1 Page 1265 of 1324 IN WITNESS WHEREOF, the CITY and CRA hereto have executed this Second Amendment as of the date set forth below. ATTEST: CITY OF BOYNTON BEACH, a Florida municipal corporation By: Judith Pyle, City Clerk Steven B. Grant, Mayor Approved as to Form: Date: (SEAL) Office of the City Attorney BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY a�7 rr Steven B. Grant, Chair Dater s' 01055472-1 Page 1266 of 1324 (`nisi\t'`1�1,�Alltti b)�i�� B OY N TO,N 1110MBEACH ORA CRA BOARD MEETING OF: November 13, 2018 OLD BUSINESS AGENDAITEM: 13.11-11. SUBJECT: Consideration of Amendment to the I nterlocal Agreement for the Neighborhood Officer Program for FY 2018 -2019 SUMMARY: The CRA and City of Boynton Beach Police Department partnered to create the Neighborhood Officer Program (NOP) to promote the efforts of both entities to form better community relationships, engage key residential and commercial stakeholders, provide education and information on issues concerning our redeveloping neighborhoods. During the Fiscal Year 2015- 2016, the CRA approved $200,000 in funding for two Police Officers to begin the NOP and focus initial efforts within the Heart of Boynton District. In order to properly account for the CRA's funding of the NOP, an I nterlocal Agreement (ILA) was entered into by both parties clearly defining the program expectations and financial reimbursement process (see Attachment 1). At that time, it was determined that the CRA and the City would enter into an ILA with Amendments approved on an annual basis to coincide with the budget cycles of both agencies. In FY 2017-2018, the CRA Board approved adding a third Police Officer to the NOP which increased the annual budget for the program to $372,000. The I LA's First Amendment for FY 2017-2018 expired on September 30, 2018 (see Attachment 11). For the FY 2018-2019 Budget, the CRA Board approved funding for the NOP in the amount of $370,000 along with the program's goals and objectives (see Attachment III & IV). The Second Amendment provides the terms and conditions for the management, funding, payment for the program and automatic renewal for FY 2018-2019 (see Attachment V). FISCAL IMPACT: The Neighborhood Officer Policing Program is budgeted in the amount of $370,000 in the FY 2018-19 budget, line item 02-58500-460. CRA P LAN/P ROJ ECT/P ROG RAM: 2016 Boynton Beach Community Redevelopment Plan - The Heart of Boynton CRA BOARD OPTIONS: Approve the Second Amendment to the ILA between the City and the CRA for the funding and implementation of the Neighborhood Officer Policing Program for Fiscal Year 2018-2019. Page 1267 of 1324 ATTACHMENTS: Description Attachment I - ILA- NOP Program Attachment II - FirstAmendment Attachment III - FY 2018 -2019 Budget Attachment IV - NOPP FY2018 -2019 Program Goals and Objectives Attachment V - Second Amendment Page 1268 of 1324 I ct INTERLOCAL AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND THE BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY FOR THE FUNDING OF THE NEIGHBORHOOD OFFICER POLICING PROGRAM THIS AGREEMENT is made this 26 day Of ...0c.to.b.ex..........., 2016 by and between the CITY OF BOYNTON BEACH, a Florida Municipal Corporation, (hereinafter referred to as "CiW% and the BOYNTON BEACH COMM-UNITY REDEVELOPMENT AGENCY, (hereinafter referred to as the " " individually and collectively,the"Party"or"Parties"). WITNESSETH: WHEREAS, the CRA's Neighborhood Officer Policing Program is intended to improve the quality of life for area residents and to increase private investment within the CRA Redevelopment area known as the Heart of Boynton in flie City of Boynton Beach; and WHEREAS, the CRA elimination of slum and blighted conditions in the area of the Neighborhood Officer Policing Program is a goal of the CRA's Redevelopment Plan; and WHEREAS, the City desires to provide the CRA with the management for the Program under the terms of the Program shown in Exhibit"X'; and WHEREAS,the CRA Board finds that this Agreement, and the use oft e CRA's funds to implement the Neighborhood Officer Policing Program, is consistent with the CRA's Redevelopment Plan, and Florida Statutes; and WHEREAS, due to the intended elimination of slum and blighted conditions, and the beneficial economic impact of the Neighborhood Officer Policing Program, the CRA 00716048-1 Tdrive-ILAs/201.6/Police Program Page 1 Page 1269 of 1324 and the City find that this funding agreement serves a municipal and public purpose, and is in the best interest of the health, safety, and welfare of the City of Boynton Beach, including the Community Redevelopment Area. NOW, THEREFORE, in consideration of the mutual covenants and promises herein contained,the Parties hereby agree as follows: 1. Recitations. The recitations set forth above are hereby incorporated herein. 2. Obligations of the CRA. The CRA shall provide ftmding to the City in the maximum amount of Two Hundred Sixty-Three ® and 00/100 Dollars ($263,000.00), for management of the Neighborhood Officer Policing Program. The CRA shall make payments to the City on a quarterly is for the reimbursement of direct expenses related to the operation of the Neighborhood Officer Policing Program as reflected in Exhibit "A". Written request from the City for payment must include all documentation, including receipts, indicating the amount and the purpose for the payment for which the City is seeking reimbursement. Payment shall be remitted to the City within thirty (30) days of receipt of City's request including complete documentation of expenses incurred. 3. Obligations of the City. 4. On a quarterly basis, the City shall provide a report to the CRA regarding the Community Policing program, The report shall detail the activities of the Officers for that quarter as described in the Community Policing program. 5. Term of the Agreement. The term of this Agreement shall become valid and commence on execution by the City Mayor, it Clerk, and CRA Board Chair, and shall terminate on September 30, 2017® The CRA shall not be required to 00716048-1 TdrivedLAs/2016/Police Program Paget Page 1270 of 1324 reimburse City for ani requests submitted after the Termination Date. The to of the Agreement may be extended upon the execution of a written amendment signed by the City Manager and the CRA Executive Director. 6. Records. The City and the CRA each shall maintain their own records and documents association with this Agreement in accordance with the requirements set forth in Chapter 119, Florida Statutes. All such records shall be adequate to justify all charges, expenses, and costs incurred in accordance with generally accepted accounting principles. Each Party shall have access to the other Party's books, records and documents as required in this Agreement for the purpose of inspection or it during normal business hours during the term of this Agreement and at least I year after the termination of the Agreement. 7. Filing. This Interlocal. Agreement shall be filed pursuant to the requirements of Section 163.01(11)of the Florida Statutes. 8. Default. If either Party fails to perform or observe any of the material terms and conditions of this Agreement for a period of to (10) calendar days after receipt of written notice of such default from the other Party, the Party giving notice of default may be entitled,but is not required,to seek specific performance of this Agreement on an expedited basis, as the performance of the material terms and condons contained herein relate to the health, safety, and welfare of the residents subject to this Agreement. Failure of any Party to exercise its right in the event of any breach by the other Party shall not constitute a waiver of such rights.No Party shall be deemed to have waived any failure to perform by the other Party unless such waiver is ' wrng and signed by the other Party. Such waiver shall be limited to the terms specifically contained therein. This section shall 00716048-1 Tdxj.ve.ILAs/2016/PoHce Program Page 3 Page 1271 of 1324 'be without prejudice to the rights of any Party to seek a legal remedy for any breach of the other Party as may be available to it in law or equity. 9. Compliance with Laws. The City and the CRA shall comply with all statutes, laws, ordinances, rules, regulations and lawful orders of the United States of America, State of Florida and of any other public authority is may be applicable. 10. Entire Agreement This Agreement represents the entire and sole agreement and understanding between the Parties concerning the subject matter expressed herein. No to herein may be altered, except in writing and then only if signed by all the Parties hereto. All prior and contemporaneous agreements, understandings, communications, condons or representations, of any kind or nature, oral or written, concerning the subject matter expressed herein, are merged into this Agreement and tete sof this Agreemenis a all such other agreements. No extraneous information may be used to alter the terms of this Agreement. 11. Severability. The validity of any portion, article, paragraph, provision, clause, or any portion thereof of this Agreement shall have no for and effect upon the validity of any other part of portion hereof. If a court of competent jurisdiction declares any part of this Agreement unlawful or invalid, the remainder of the Agreement will continue to be binding on both Parties. 12. Governing Law and Venue. The validity, construction and effect of this Agreement shall be governed by the laws of the State of Florida. Any and all legal actions necessary to enforce the terms of this Agreement shall be conducted in the Fifteenth Judicial Circuit in and for Palm Beach County, Florida, or, if in federal court, in the United States District Court for the Southern District of Florida, to which the Parties expressly agree and submit. 0071604&1 Tdrbve:1LAs/2016/Pohce Program Page 4 Page 1272 of 1324 13. Notice. Whenever either Party desires to give notice to the other, such notice must be in writing and sent by United States mail,return receipt requested, couder, evidenced by a delivery receipt, or by overnight express delivery service, evidenced by a delivery receipt, addressed to the Party for whom it is intended at the place last specified; and the place for giving of notice shall remain until itshall have been changed by written notice in compliance with the provisions of this paragraph. For the present, the Parties designate the following as the respective places for giving of notice. CM: Lon LaVemere, City Manager City of Boynton Beach 100 E. Boynton Beach Boulevard Boynton Beach, FL 33435 CRA: 'Executive Director Boynton Beach CRA 73.0 ederal Highway Boynton Beach, Florida 33435 Copies To: James A. Cherof Goren, Cherof,Doody&Ezrol,P.A. 3099 East Commercial Boulevard, to 200 Fort Lauderdale,Florida 33308 Tara Duhy, Esquire Lewis, Longman&Walker, P.A. 515 North Flagler Drive, to 1500 West Palm Beach, Florida 33401 14. No Transfer. The Parties shall not, in whole or in part, subcontract, assign, oratherwise transfer this Agreement or any rights, interests, or obligations hereunder to any individual, group, agency, government, non-profit or for-profit corporation, ora entity without first obtaining the written consent of the other Party. 15. Interpretation. This Agreement shall not be construed more strictly against one Party than against the other merely by virtue of the fact that it may have been prepared by counsel for one of the Parties. 0071604&1 Tdrive:ILAs/2016/Polid Program Page 5 Page 1273 of 1324 IN WITNESS WHEREOF, the City and CRA hereto have executed this Agreement as of the date set forth above. ATTEST: CITY OF BOYNTON BEACH, a Florida municipal corporation By- city .Y iCl r to t, Mayor Approved as to o (SEAL) Officb(6f the Cityey BOYNTONBEACH CONEMIUNITY AGENCYREDEVELOPMENT y: Steven , Chair k 00716D4&1 T°drive:I 2 1 olfce Program Page 6 Page 1274 of 1324 FY 7 NmGHBopmow POLICING ILA EXHIBIT Page 1275 of 1324 { .. ... » 2 > M6 ..........................RA® § \ BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY NEIGHBORHOOD OFFICER POLICING PROGRAM 2016-2017 / 101< Page 1276 0 1324 nman ne,DR.-C! Community policing definitions typically focus on three components that characterize many programs: some level of community involvement and consultation; decentralization, often increasing discretion to line-lovel officers, and problem solving, Because community policing is focused on Close collaboration with the community and addressing community problems, it has often been seen as an effective way to increase citizen satisfaction and enhance the legitimacy of the police and the evidence Is supportive In this regard. A major of of this proposed neighborhood officer program Is to cultivate high levels of mutual trust, understanding and rasped between police and the residents oft neighborhoods they patrol. In order to achieve this, it Is necessary that these Community Partners develop relationships which transcend the confines of ordinary communhy policing activities and Instead focuses upon building sustainable problem solving partnerships, Additionally, the building of problem.solving partnerships and substantive relationships with Invested members of the community will lead to a greater understanding of some of the challenges members of the public face and help the police department gamer unique Insights which might aid in addressing these challenges. This program helps effectively integrate police personnel into the fabric of our community. Reducing crime and disorder and Improving the quaft of life wftNn historically plighted neighborhoods rw4ulms the development of them types of productive and meaningful relationships between citizens and representatives of their local government. As the most visible and accessible municipal agency, police personnel are uniquely postured to serve as a catalyst to an amay of city services, community resources and organizations wbich can aid those in need as they work to better their circumstances and work In concert with other Community Partners to confront the challenges they identify within the community. ARynto Mt The Boynton Beach Police Department shall make all necessary efforts to achieve the following Program Goals: * Hold monthly meetings within the Hsaii of Boynton. * Establish goals with Community Partners which are SMART (Specific, Measurable, Attainable, Realistic, &Timebound) * Achieve an 80%Success rate in 80%of the goals set within FY 2016-17 program year. 2 Page 1277 of 1324 "rho, ftfflfon Plam-h- ach1&%VX-4_,ft _jIg Als 0LjhLAjjRt&or1hood Officer-Polkhm1mamm * The Boynton Beach CRA will provide a visible base of operations for this Program located at:404 E. Martin Luther King,Jr.Blvd, Unit A. * Police personnel assigned to this Program will be assigned within the Heart of Boynton community with a specific geographical emphasis on the east and west portions of Martin Luther King,Jr. Blvd. * Assist with public education and crime prevention within the Heart of Boynton. * Identify neighborhood specific problems and help with the coordination of other City servloes to resolve the issues. * Implement the use of an automatic license plate reader (ALPR)as an intelligence gathering platform which will be managed by the Police Department, On a quarterly boa!% the Police Department shall provide the CRA with ofte statistics fbr the Heart of Boynton area along with data gathered by the ALPR and a GIS map Identifying where crimes are occurring in the area. Police personnel assigned to this unit shall patrol. (a) on foot. (b) on bicycle, or (a) on Sagway vehicles, or (d) on golf carts. As a general rule, marked patrol vehicles should not be used unless operaWnelly necessary and approved by command personnel. Police personnel assigned to this function shall work a minimum of 40 hours a week. Thirty of these hours should be spent in the community, building relationships, collecting information and providing resources and information to resMants and business owners who seek to promote poslUve ohange within their neighborhood. Specific emphasis should be given to those actions which will contribute to the attainment of the goals established with Community Partners, The schedule for these Police personnel all not be set, established or pub]Wly posted. Their presence should be anbcipated at anytime by those who may be disrupted by their integration Into the neighborhood. Police personnel assigned to this function will be fumished with either call phones or, at emir u , volosmall accounts, which will be used to correspond with police personnel directly. CRA staff shall be provided with a list of these phone numbers and prot000l for telephone contact or dissemination of Infiormation by the C RA to the Officers assig ned to the Program. CRA staff shall be Informed of the Neighborhood Officers hours on a regular basI& The CRA shall be provided with an organizational chart of the Officers assigned to the Program listing rank, badge numbers and years of service. The CRA shall be provided a quarterly written report outlining the folly wire g- o Hours worked by the Program Officer o ® rank and badge number of Program officers who have worked the Program during the reporting period. o Activities undertaken to achieve the goals of the Program o Crime statistics for the reporting period. 3 Page 1278 of 1324 At e end at the second year of the Program, the Police Department shall provide written repost summarizing the goals achievedn th a crimei p and associated m . Included In the report shall be recommendationsfor Program changes r the next fiscal year. Funding r the Neighbor Officer Policing Program shall be at the discretionf the CRA Board and appropriated annually. CRA Board funding for the second year of ft Prograrn, Fiscal year 2016-17, shall be $263,000 as describedand Included herem as Attachment I of this agreement, The City and CRA shall enter into n Interlocal ent for the reimbursement Program ii i Ie and direct expensesIncurred by the City, The Policee ll invoice each quarter for dired program expenses while ft Programi operational not to exceed the approved funding. While will I e funding to support this program, operational and supervIsM control ins with the Police Department. Page 1279 of 1324 ATTACHMENT I }1f:1�,IAI♦ Ca gor9 tau ntity Cos#�c r Unit subiotal Notes �x�*r Sergeant Salary In ntl (Diehl) 1 $86,990.00 $86,990.00 Salary,Educatlan Incentive Sergeant ens -Pension 1 $34,22S.00 $34,225.00 Pension Sprgeant Benefits 1 $15,755.W $15,755.00 Healthcare,Dental,Vision,Rca Officer Salary&In ive(Paramore) 1 $55,210.00 $55,210.00 Salary,Education Incentive Officer BenaPenslon 1 $21,720.00 $21,720.00 Pension Officer Benefits 1 $13,335,00 $13,335. Healthcare,Dental,Vision,Fica 0.00 I Costs Total License Plate Reader Camera Mobile 1 $181000.00 $18,000.00 LPR Installation and Configuring 1 1, $1,600-00 LPR Software1 $4,600.00 $4,6W.00 1 for Liceme Pkte Rea&r Bike ck 2 $250 $5 . Two Officers(Includes Installation) Equip Taal Il Phones ServicePlan— 2 $675. $1,350. Office Supplies 1 11 $1,000.00 00 00 Office Cleaning1 $1,500.00 $1,5 Paper, ns c. isc. upplies 1 $1,000-00 $1,000.00 $125r Month Printer-Copier-Scanner 1 $500.00 $500. For Community Events , 350 Office Expenses Total ftency 776. ffu�—dget ILA Amount for FY 16-17 $ 263vjEfl NOTE.M amounts provided by Police7 t MamWer B-24-2016. TWLICINGICommunity PoliceProgram MLK%Budget FY 16-9 7VUkh I Pollce Budget-Final as revised242016 by City Page 1280 of 1324 I RESOLUTION NO. R16-139 2 A RESOLUTION OF THE CITY OF BOYNTON BEACH, 3 FLORIDA, APPROVING AND AUTHORIZING THE MAYOR TO4 SIGN AN INTERLOCAL AGREEMENT BETWEEN THE CITY OF 5 BOYNTON BEACH AND THE BOYNTON BEACH COMMUNITY s REDEVELOPMENT AGENCY FOR THE CRA FUNDING OF THE 7 NEIGHBORHOOD OFFICER POLICING PROGRAM FOR s FISCAL YEAR 2016-17 g $263,000 AND PROVIDING AN EFFECTIVE DATE. 10 V41EREAS, the intent of the Boynton Beach Community Redevelopment Agency 11 Neighborhood Officer Policing Programis tai prove the quality of life for area residents and 12 to increase private investment within the CRA areaknowns the Heart of Boynton; and 13 on December 7, 2015 the City Commission approved the 14 implementation of the neighborhood policing program for the of Boynton and provide 15 for CRA funding for the fiscal year 2015116 in the amount of$200,000; and 16 V4MREAS, the program began February 8, 2016 and this Interlocal Agreement will 17 continue the ftmding for this program for the period of October 1, 2016 through September 18 30, 2017; and 19 VMEREAS, the City Comn-dssion of the City of Boynton Beach, upon 2-0 recommendation of staff and the CRA Board, deems it to be in the best interests of the 21 residents and citizens of the City of Boynton Beach to approve the Interlocal Agreement 22 between the City of Boynton Beach and the Boynton Beach Community Redevelopment 7-3 Agency regarding i of the Neighborhood Officer Policing Programfor fiscal 24 year 2016-17 in o t not to exceed $263,000. 25 NOW9 THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF 2s THE CITY OF BOYNTON BEACH,FLORIDA, THAT: Page 1281 of 324 27 Section 1. Each Whereas clause set forth above is true and correct and 28 incorporated ere® by this reference. 29 Section 2. The City Commission of the City of Boynton Beach, Florida does 30 hereby approve and authorize the Mayor to sign the Interlocal Agreement between the City of 31 Boynton Beach and the Boynton each Community Redevelopment Agency for the CRA 32 funding of the Neighborhood Officer Policing Program for fiscal year 2016-17 in an amount 33 not to exceed $263,000, a copy of said Interlocal Agreement is attached hereto as Exhibit 34 9 35 Section 3. TIM this Resolution shall become effective immediately upon passage. 36 PASSED AND ADOPTED this / day of&6-h11W ' 2016. 37 CITY OF BOYNTON BEACH, FLORIDA 38 39 YES NO 40 41 Mayor—Steven B. Grant 42 43 Vice Mayor—Mack McCray . ..... 44 45 Commissioner—Justin Katz 46 47 Commissioner—Christina L. Romelus —------- 48 1/ 49 Commissioner—Joe Casello ------------- 50 52 VOTE 53 ATTEST: 54 55 56 57 �f 4it ha Pyle. 58 CM X A Pyle, CM Clerk 59 60 61 (Corporate Seal) Page 1282 of 11 324 wK FIRST AMENDMENT TO THE INTERLOCAL AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND THE BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY FOR THE FUNDING OF THE NEIGHBORHOOD OFFICER POLICING PROGRAM This FIRST AMENDMENT TO THE INTERLOCAL AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND THE BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY FOR THE FUNDING OF THE NEIGHBORHOOD OFFICER POLICING PROGRAM (First Amendment) is entered into by and between the City of Boynton Beach (City) and the Boynton Beach Community Redevelopment Agency(CRA) (collectively referred to as the Parties-). WHEREAS, the CRA and the City entered into the INTERLOCAL AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND THE BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY FOR THE FUNDING OF THE NEIGHBORHOOD OFFICER POLICING PROGRAM (Agreement)on October 26,,2016; and WHEREAS, the Parties wish to make certain changes to the Agreement; NOW THEREFORE. in consideration of the promises contained herein and in the Agreement, the sufficiency of which both Parties hereby acknowledge: I) Incorporation. The recitals and other information above is hereby incorporated herein as if fully set forth. 2) Additional Obligations of the CRA. In addition to the obligations in the Agreement, the CRA shall provide funding to the City in the maximum amount of Three Hundred and Seventy Two Thousand Dollars($372,000,00),for the management of the Neighborhood Officer Policing Program under the same terms,conditions, and procedures provided for the in the Agreement. 3) Effective Date. This First Amendment shall be deemed to be effective and act to extend the term of the Agreement as of October 1, 2017. 4) Term of the Agreement. The Agreement shall automatically terminate September 30, 2018,unless earlier terminated by the parties. Nothing in this paragraph shall be construed so as to prevent the parties from extending or otherwise amending the Agreement or this First Amendment. 5) Modification of Exhibit A. Exhibit A to the Agreement shall be deleted in its entirety and substituted with Exhibit A to this First Amendment. 6) General. Except as expressly set forth in this First Amendment, the Agreement is unmodified and remains in full force and effect, and is hereby ratified and confirmed by the CRA and the City. This First Amendment any be executed in any number of counterparts, any one and all of which shall constitute the agreement of the Parties and each of which shall be deemed an original. To the extent of any conflict between the Agreement and this First Amendment, this First Amendment shall control. 0900R,911 Page 1283 of 1324 IN WITNESS WHEREOF,the CITY and CIA hereto have executed this Agreement as of the date set forth move.. ATTEST: CITY OF BOYN'TON BEACH, a Florida municipal corporation 44zz By , Ju#Pyle,City C44rk Steven B. Grant,Mayor App rov as to or: (SEAL) Cf i e of the C Attorney BOYNTON BEACH COMMUNITY ITY REDEVELOPMENT AGENCY By: every B.Grant,C air Page 1284 of 1324 Actual CategoryQuantity Cost per Unit Subtotal Notes Sergeant Salary&Incentive(Diehl) 1 $ 92,763 $ 92,763 Salary,Education Incentive Sergeant Benefits-Pension 1 $ 44,443 $ 44,443 Pension Sergeant Benefits 1 $ 15,625 $ 15,625 Healthcare,Dental,Vision,Fica Officer Salary&Incentive(Paramore) 1 $ 62,781 $ 62,781 Salary,Education Incentive Officer Benefits-Pension 1 $ 30,078 $ 30,078 Pension Officer Benefits 1 $ 13,330 $ 13,330 Healthcare,Dental,Vision,Fica Officer Salary&Incentive(NEW) 1 $ 54,304 $ 54,304 Salary,Education Incentive Officer Benefits-Pension 1 $ 26,017 $ 26,017 Pension Officer Benefits 1 $ 12,680 $ 12,680 Healthcare,Dental,Vision,Fica $ j 352,021 Personnel Costs Total 111 jigjigjigjigjilj��i Radio and Related Equipment 1 $ 2,000 $ 2,000 Bike Rack 1 $ 250 $ 250 Misc.Equipment-As Needed $ 2,500 $ 2,500 $ 4,7$0 Equipment Costs Total Cell Phones Service Plan 3 $ 675 $ 2,025 Office and Miscellaneous Supplies 1 $ 2,000 $ 2,000 Paper,Pens etc.(includes printer/copier) Office Cleaning 1 $ 1,500 $ 1,500 $ 5,525 Office Expenses Total Communication and Program Marketing $ 7,704 Total for FY 18-19 $ 370,000 NOTE:All amounts provided by Police Department with exception of Contingency and ILA amount for FY 2017-2018 Revised by CRA to include promotional/marketing materials and additional equipment. Page 1285 of 1324 ��f 1�1 ttSh t{�yN) s p£f �titst}�Z�s�t}a}stRtes}}C�U11\'t,,r ,��assss�`t�Jf stss m-F VA. I 0--k X1 TO OWN 0ywL IBEAC � RA�� BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY NEIGHBORHOOD OFFICER POLICING PROGRAM Fiscal Year 2018-2019 � t yf A% t 1 Page 1286 of 1324 Community Oriented Policing Defined Community policing definitions typically focus on three components that characterize many programs: some level of community involvement and consultation; decentralization, often increasing discretion to line-level officers; and problem solving. Because community policing is focused on close collaboration with the community and addressing community problems, it has often been seen as an effective way to increase citizen satisfaction and enhance the legitimacy of the police and the evidence is supportive in this regard. A major goal of this proposed neighborhood officer program is to cultivate high levels of mutual trust, understanding and respect between police and the residents of the neighborhoods they patrol. In order to achieve this, it is necessary that these community partners develop relationships which transcend the confines of ordinary community policing activities and instead focuses upon building sustainable problem solving partnerships. Additionally, the building of problem solving partnerships and substantive relationships with invested members of the community will lead to a greater understanding of some of the challenges members of the public face and help the police department garner unique insights which might aid in addressing these challenges. This program helps effectively integrate police personnel into the fabric of our community. Reducing crime and disorder and improving the quality of life within historically plighted neighborhoods requires the development of these types of productive and meaningful relationships between citizens and representatives of their local government. As the most visible and accessible municipal agency, police personnel are uniquely postured to serve as a catalyst to an array of city services, community resources and organizations which can aid those in need as they work to better their circumstances and work in concert with other community partners to confront the challenges they identify within the community. Boynton Beach Community Redevelopment "Neighborhood Officer Policing Program" The Boynton Beach Police Department shall make all necessary efforts to achieve the following Program Goals: • Hold monthly meetings within the Heart of Boynton. • Increase CSI — SmartWater®deployment in the Heart of Boynton by 20%. • Partner with the Boynton Beach Parks and Recreation Department to exercise, play, and mentor children that reside in the Heart of Boynton dubbed Sweat with a Cop and grow participation in the program by 50% in FY18/19. • Achieve an 80% success rate in 80% of the goals set within FY18/19. 2 Page 1287 of 1324 The Boynton Beach Police Department shall implement the following activities in order to achieve the goals of the Neighborhood Officer Policing Program • Police personnel assigned to this Program will be assigned within the Heart of Boynton community with a specific geographical emphasis on the east and west portions of Martin Luther King, Jr. Blvd. • Assist with public education and crime prevention within the Heart of Boynton. • Identify neighborhood specific problems and help with the coordination of other City services to resolve the issues. • Deploy the mobile Automated License Plate Reader (ALPR) as an intelligence gathering platform which will be managed by the Police Department for investigative purposes and to promote traffic safety. • On a quarterly basis, the Police Department shall provide the CRA with crime statistics for the Heart of Boynton, non-law enforcement sensitive ALPR data, area along with a GIS map identifying where crimes are occurring in the area. • Police personnel assigned to this unit shall patrol: (a) on foot, (b) on bicycle, or (c) on Segway vehicles, or(d)on golf carts. As a general rule, marked patrol vehicles should not be used unless operationally necessary and approved by command personnel. • Police personnel assigned to this function shall work a minimum of 40 hours a week. Thirty of these hours should be spent in the community, building relationships, collecting information and providing resources and information to residents and business owners who seek to promote positive change within their neighborhood. Specific emphasis should be given to those actions which will contribute to the attainment of the goals established with community partners. • The schedule for these Police personnel shall not be set, established or publically posted. Their presence should be anticipated at anytime by those who may be disrupted by their integration into the neighborhood. • Police personnel assigned to this function will be furnished with either cell phones or, at minimum, voicemail accounts, which will be used to correspond with police personnel directly. CRA staff shall be provided with a list of these phone numbers and protocol for telephone contact or dissemination of information by the CRA to the Officers assigned to the Program. • CRA staff shall be informed of the Neighborhood Officers hours on a regular basis. • The CRA shall be provided with an organizational chart of the Officers assigned to the Program listing rank, badge numbers and years of service. • The CRA shall be provided a quarterly written report outlining the following: o Hours worked by the Program Officer o Name, rank and badge number of Program officers who have worked the Program during the reporting period. o Activities undertaken to achieve the goals of the Program o Crime statistics for the reporting period. • At the end of the third year of the Program, the Police Department shall provide a written report summarizing the goals achieved along with a crime statistics report and associated 3 Page 1288 of 1324 map. Included in the report shall be recommendations for Program changes for the next fiscal year. • Funding for the Neighbor Officer Policing Program shall be at the discretion of the CRA Board and appropriated annually. • Funding for fourth year of the Program, October 1, 2018 — September 30, 2019 shall be paid in accordance to Exhibit A. • While the CRA will provide funding to support this program, operational and supervisory control remains with the Police Department. 4 Page 1289 of 1324 SECOND AMENDMENT TO THE INTERLOCAL AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND THE BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY FOR THE FUNDING OF THE NEIGHBORHOOD OFFICER POLICING PROGRAM This SECOND AMENDMENT TO THE INTERLOCAL AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND THE BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY FOR THE FUNDING OF THE NEIGHBORHOOD OFFICER POLICING PROGRAM (Second Amendment) is entered into by and between the City of Boynton Beach(City) and the Boynton Beach Community Redevelopment Agency(CRA) (collectively referred to as the Parties). WHEREAS, the CRA and the City entered into the INTERLOCAL AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND THE BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY FOR THE FUNDING OF THE NEIGHBORHOOD OFFICER POLICING PROGRAM (Original Agreement) on October 26, 2016; and WHEREAS, the CRA and the City amended the Agreement pursuant to the FIRST AMENDMENT TO THE INTERLOCAL AGREEMENT BETWEEN THE CITY OF BOYNTON BEACH AND THE BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY FOR THE FUNDING OF THE NEIGHBORHOOD OFFICER POLICING PROGRAM (First Amendment) on November 21, 2017; WHEREAS, the Parties wish to make certain changes to the Agreement, as amended; NOW THEREFORE, in consideration of the promises contained herein and in the Agreement, as amended, the sufficiency of which both Parties hereby acknowledge: 1) Incorporation. The recitals and other information above is hereby incorporated herein as if fully set forth. 2) Effective Date. This Second Amendment shall be deemed to be effective and act to extend the term of the Agreement as of September 30, 2018. 3) Agreement. Unless specifically stated otherwise, the term Agreement means the Original Agreement as it may have been or may be amended from time to time. 4) Additional Obligations of the CRA for Fiscal Year 2018-2019. In addition to the obligations in the Agreement, the CRA shall provide funding to the City in the maximum amount of Three Hundred and Seventy Dollars ($370,000.00), for the management of the Neighborhood Officer Policing Program for the 2018-2019 Fiscal Year, under the same terms, conditions, and procedures provided for in the Agreement. 5) Automatic Renewal. The Agreement shall automatically renew every year effective October 1, so long as the annual CRA budget for the applicable fiscal year contains a budget line item specifically for the Neighborhood Officer Policing Program that 01055472-1 Page 1290 of 1324 designates a dollar amount greater than $0.00. The amount provided for in the CRA budget shall be the maximum amount of financial obligation of the CRA for the applicable fiscal year. If the annual CRA budget for any year does not contain a line item specifically for the Neighborhood Officer Policing Program, or the line item for the Neighborhood Officer Policing Program designates $0.00 or equivalent, the Agreement shall be deemed terminated as of 11:59 pm on September 30 following the adoption of the budget. The renewal shall be under the same terms, conditions, and procedures provided for the in the Agreement. 6) Termination. Either party may terminate the Agreement at any time. The CRA shall not be required to reimburse the City for any requests submitted after the termination of the Agreement, except that the CRA shall reimburse the City for any expenses that the CRA deems to have validly arisen from the Neighborhood Officer Policing Program, when such expenses were incurred between the time of the last reimbursement by the CRA and the termination of the Agreement. For purposes of this paragraph salary expenses may be accounted for on a on a pro-rata basis. 7) Amendment.Nothing in this Second Amendment shall be construed so as to prevent the parties from extending or otherwise amending the Agreement, or this Second Amendment. 8) Modification of Exhibit A. Exhibit A to the Agreement, shall be deleted in its entirety and substituted with Exhibit A to this Second Amendment for Fiscal Year 2018-2019. Exhibit A may be amended anytime through written amendment signed by the City Manager and the CRA Executive Director. 9) General. Except as expressly set forth in this Second Amendment,the Agreement, as amended is unmodified and remains in full force and effect, and is hereby ratified and confirmed by the CRA and the City. This Second Amendment may be executed in any number of counterparts, any one and all of which shall constitute the agreement of the Parties and each of which shall be deemed an original. To the extent of any conflict between the Original Agreement and/or the First Amendment, and this Second Amendment, this Second Amendment shall control. [Signatures on following page.] 01055472-1 Page 1291 of 1324 IN WITNESS WHEREOF, the CITY and CRA hereto have executed this Second Amendment as of the date set forth below. ATTEST: CITY OF BOYNTON BEACH, a Florida municipal corporation By: Judith Pyle, City Clerk Steven B. Grant, Mayor Approved as to Form: Date: (SEAL) Office of the City Attorney BOYNTON BEACH COMMUNITY REDEVELOPMENT AGENCY By: Steven B. Grant, Chair Date: 01055472-1 Page 1292 of 1324 12.A. LEGAL 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: City Commission is requested to review the Lien Reduction orders issued by the Special Magistrate at the October 18, 2018 Hearing for Case(s)#98-792; 15-2066; 10- 399; 01-3059; 02-2942. EXPLANATION OF REQUEST: The property originally had five different liens recorded against it for various violations of the Code of Ordinances spanning a time frame from 1998 to 2015. The violations were from across a wide array of sections of code, mostly dealing with outside aesthetic issues such as overgrowth, trash and debris, improper storage, etc. All cases were eventually brought into compliance and a Lien Reduction was requested at the October 2018 Special Magistrate Hearing. The total amount of the Liens owed at the time of the hearing was $834,875.00. The special Magistrate reduced the total amount owed down to $15,885.78. This amount includes$3,362.66 in Administrative costs, leaving an accrued fine amount of $12,523.12. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? FISCAL IMPACT: Non-budgeted ALTERNATIVES: STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: CLIMATE ACTION DISCUSSION: Is this a grant? Grant Amount: Page 1293 of 1324 ATTACHMENTS: Type Description D Addendum Applicant Statement D Addendum List of Lien Reductions D Addendum Reduction Hearing Minutes Page 1294 of 1324 November 5, 2018 Boynton Beach City Manager Lori LaVerriere Reguest for review of Special Ma istrate°s order This is to notify the city of Boynton Beach that I am filing a request for review of the Special Magistrates order from the October lien reduction hearing regarding the lien reductions on 313 SE 21 st Ave, Boynton Beach. Case numbers: 15-2066, 10-0399, 02-2942, 01-3059, and 98-792. 1 am requesting to be heard by the city commission regarding this issue to further explain the reasons for this request and the conditions that exist. Lillian ayl"hew 561-685-7288 RECEM NOV 5 2018 CITY MANAGER'S OFFICE I eCj Page 1295 of 1324 Case 98-792 $43,075.00.........1 l%........$646.12 plus adm fee$634.12 = $1,280.24 Case 15-2066 $156,000.00.......1 Y2%..,....$2,340.00 plus adm fee$634.12 $2,974.12 Case 10-399 $612,400.00........1 yz% ......$9,186.00 plus adm fee$634.12 = $9,820.12 Case 01-3059 $22,250.00...........1 x'2%.......$333.75 plus adm fee $730.15= $1,063.90 Case 02-2942 $1,150.00............... 1%%.......$17.25 plus adm fee$730.15=$747.40 Page 1296 of 1324 Meeting Minutes Community Standards Special Magistrate Hearings Boynton Beach, Florida OCTOBER 17, 2018 administrative fees of $634.12, for a total of $2,734.12. A letter from contractor states: The plumbing has not been approved at this time for the address 404 NE 19th Ave., Permit No. 18-1494. Regina Murphy, district manager for Carlisle Property Management, appointed by the courts to manage the property for DJV, appeared with illegible authorization and was not approved to speak. Decision Based on testimony, Ms. Zalman certified the fine for $2,734.12, violation continues to accrue at $50 a day. Lien Reduction Hearing Case No. 02-2942 Lillian V Mayhew Property Address: 313 SE 21 st Ave Homesteaded Violation(s): For code sections as stated Officer Pierre presented the case, combining the testimony with related cases. Notice of violation was November 18, 2002. Magistrate hearing was February 19, 2003, and no one had appeared. Compliance date given was March 21, 2003, or $25 per day. Date complied May 7, 2003. 46 days of non-compliance at $25 per day, for a total fine of $1,880.15, plus administrative fees. Owner of property has complied for lien reduction. Related Cases: Case No. 15-2066 Lillian V Mayhew Property Address: 313 SE 21 st Ave Homesteaded Violation(s): For code sections as stated Officer Pierre presented the case, combining the testimony with related cases. Notice of violation was September 15, 2015. Magistrate hearing was November 18, 2015, and no one had appeared. Compliance date given was December 3, 2015, or $150 per day. Date complied October 9, 2018. 1,040 days of non-compliance at $150 per day, for a total fine of $156,634.12, plus administrative fees. Owner of property has complied for lien reduction. Magistrate recommended a reduction to 11/2% of the lien amount plus $63.12 administrative fee. Case No. 98-792 Lillian V Mayhew Property Address: 313 SE 2V Ave Violation(s): For code sections as stated Page 9 Page 1297 of 1324 Meeting Minutes Community Standards Special Magistrate Hearings Boynton Beach, Florida OCTOBER 17, 2018 Officer Pierre presented the case, combining the testimony with related cases. Notice of violation was March 4, 1998. Magistrate hearing was May 20, 1998, and no one had appeared. Compliance date given was August 17, 1998, or$25 per day. Date complied May 7, 1998. 1,723 days of non-compliance at$25 per day, for a total fine of$43,709,12, plus administrative fees. Owner of property has complied for lien reduction. Case No. 10-399 Lillian V Mayhew Property Address: 313 SE 21st Ave Homesteaded Violation(s): For code sections as stated Officer Pierre presented the case, combining the testimony with related cases. Notice of violation was October 5, 2010. Magistrate hearing was April 21, 2010, and no one had appeared. Compliance date given was May 21, 2010, or $200 per day. Date complied October 9, 2018. 3,062 days of non-compliance at $200 per day, for a total fine of $61,034.12, plus administrative fees. Owner of property has complied for lien reduction, Magistrate recommended a reduction to 1Y2% of the lien amount plus $63.12 administrative fee. Case No. 01-3059 Lillian V Mayhew Property Address: 313 SE 2161 Ave Homesteaded Violation(s): For code sections as stated Officer Pierre presented the case, combining the testimony with related cases. Notice of violation was November 6, 2001. Magistrate hearing was January 16, 2002, and no one had appeared. Compliance date given was February 15, 2002, or $50 per day. Date complied May 7, 2003. 445 days of non-compliance at $50 per day, for a total fine of $22,980.15, plus administrative fees. Owner of property has complied for lien reduction. Lillian Mayhew, owner, appeared on behalf of her invalid mother; this has been the mother's home for over 25 years. The ongoing problems are due to mental issues, including OCD (hoarding); she is 92 years old, handicapped, and in a wheelchair, living on very small Social Security income. Ms. Mayhew has had trouble cleaning the property when mother is present, and related the difficulties over the years to get into compliance on the five related cases. Repairs to property has come from the daughter's finances in the amount of$4,223, plus the property taxes for the last two years. Discussion followed among the respondent, Ms. Zalman, Mr. Pierre, and Mr. Wood as to the possible reduction options due to the five related cases, including refinancing, sale, personal loans, power of aftorneylquit claim deed. Ms. Mayhew protested that the City had consistently claimed the only concern was to get the property cleaned up, and that she had personally witnessed other cases where the liens were completely dismissed, to which Ms. Zalman cited the need for all property owners to comply with City Codes and Ordinances. As there is no mortgage on the home, it was suggested that the liens could sit on the property until the eventual sale of said property. Page 10 Page 1298 of 1324 Meeting Minutes Community Standards Special Magistrate Hearings Boynton Beach, Florida OCTOBER 17, 2018 Decision Based on testimony, Ms. Zalman ordered the administrative costs on each case will stand; the fines will be reduced to 1.5% per case for the extenuating circumstances. Ill. CHANGES TO THE AGENDA Item Case No. Status 2 11-1109 Closed 5 18-1552 Removed 30 days 6 18-1688 Removed 30 days 9 18-1369 Complied 10 18-127 Removed 30 days 11 18-847 Complied 12 18-972 Removed 30 days 13 18-1321 Removed 30 days 14 18-1461 Removed 60 days 16 18-570 Removed 30 days 17 18-649 Removed 30 days 19 18-1704 Complied 20 18-1706 Removed 30 days 22 18-818 Removed IV. NEW BUSINESS Case Hearing Case No. 18-1268 Diane R Copeland Property Address: 902 S Seacrest Blvd Type of Property: Single family Violation(s): As noted in the Notice of Violations Officer Weix1er presented the case. Not a repeat violator. The City recommended 15 days from printed order for compliance, or a fine of $25 per day, plus $634.12 administrative fees. Decision As no one appeared, Ms. Zalman ordered 15-day compliance as stated on the Board Order, or$25 a day, plus administrative fees. Page 11 Page 1299 of 1324 12.B. LEGAL 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: PROPOSED ORDINANCE NO. 18-032 - SECOND READING - Approval of Ordinance amending Chapter 4, Animals and Fowl, by adding a new section 4-39 adopting new regulations regarding the retail sale of dogs and cats. (Tabled to December 4, 2018 due to advertising deadline) EXPLANATION OF REQUEST: According to the Humane Society of the United States, hundreds of thousands of dogs and cats in the United States have been housed and bred at substandard breeding facilities, known as "puppy mills" or "kitten factories," that mass-produce animals for sale to the public, many of which are sold in pet stores. Studies have shown that cats and dogs that are bred in puppy mills or kitten factories may arrive in pet stores and their new homes with giardia, parvovirus, and distemper, illnesses that can be transmitted to healthy family animals. According to the Humane Society of the United States, Florida has one of the highest number of consumer complaints about puppies purchased from pet stores. City staff recommends that the retail sale of dogs and cats in the City of Boynton Beach be prohibited, to encourage pet consumers to adopt dogs and cats from shelters, thereby saving animals' lives and reducing the risk of exposing the community to the illnesses that may be transmitted by animals coming from pet stores. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? n/a FISCAL IMPACT: ALTERNATIVES: 1. Do not approve the Ordinance 2. Approve with modifications to the regulations STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: Page 1300 of 1324 ATTACHMENTS: Type Description Approval of Ordinance amending Chapter 4, D Ordinance Animals and Fowl, by adding a new section 4-39 adopting new regulations regarding the retail sale of dogs and cats. Page 1301 of 1324 1 2 3 ORDINANCE 18- 4 5 6 AN ORDINANCE OF THE CITY OF BOYNTON 7 BEACH, FLORIDA AMENDING CHAPTER 4, 8 ANIMALS AND FOWL, BY ADDING A NEW 9 SECTION 4-39, TO ADOPT NEW REGULATIONS 10 REGARDING THE RETAIL SALE OF DOGS AND 11 CATS; PROVIDING FOR CONFLICTS, 12 SEVERABILITY,AND AN EFFECTIVE DATE. 13 14 15 WHEREAS, according to the Humane Society of the United States, hundreds of 16 thousands of dogs and cats in the United States have been housed and bred at substandard 17 breeding facilities, known as "puppy mills" or "kitten factories," that mass - produce animals 18 for sale to the public, many of which are sold in pet stores; and 19 20 WHEREAS,the May 2010 U.S. Department of Agriculture, Inspector General's Audit 21 Report concluded that the Animal and Plant Health Inspection Services (APHIS) Animal Care 22 (AC)unit's enforcement process was ineffective in achieving breeder/dealer compliance with 23 the Federal Animal Welfare Act(AWA) and that APHIS took little or no enforcement actions 24 against violators; and 25 26 WHEREAS, such lack of enforcement weakened the agency's ability to protect the 27 animals and as a result 2,416 of 4,250 violators repeatedly violated AWA, including violations 28 of minimum care standards intended to ensure the humane care and treatment of animals; and 29 30 WHEREAS, cats and dogs that are bred in puppy mills or kitten factories often suffer 31 from health, social, and/or temperament problems that frequently result in costly treatment or 32 even death; and 33 34 WHEREAS, in addition to the congenital and hereditary conditions resulting from 35 substandard breeding facilities, dogs and cats bred at these facilities may arrive in pet stores 36 and their new homes with giardia, parvovirus, and distemper, illnesses that can be transmitted 37 to healthy family animals; and 38 39 WHEREAS, according to the Humane Society of the United States, Florida has the 40 highest number of consumer complaints submitted to the Humane Society and the highest 41 number of complaints about puppies purchased from pet stores; and 42 43 WHEREAS, pursuant to Florida's Municipal Home Rule Powers Act, Chapter 166, 44 Florida Statutes the City of Boynton Beach my exercise any power for a municipal purpose 45 unless otherwise expressly prohibited; and 46 47 C:AProgram Files(X86)ANeevia.Com\DocconverterproATemp\NVDC\29B31609-0129-46E9-81F3-5931792EA87D\Boynton Beach.13339.1.Pet Store_0rdinance_(LL)(00156281-3xc4b6a).Docx Page 1302 of 1324 48 WHEREAS, the City Commission deems the prohibition of the retail sale of dogs and 49 cats in the City of Boynton Beach to be in the best interest of the health, safety, and welfare of 50 the residents and citizens of the City of Boynton Beach, and the public at large, that such 51 prohibition constitutes a municipal purpose and will encourage pet consumers to adopt dogs 52 and cats from shelters, thereby saving animals' lives and reducing the cost to the public of 53 sheltering and euthanizing animals. 54 55 56 NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE 57 CITY OF BOYNTON BEACH, FLORIDA that: 58 59 SECTION 1. The foregoing recitals are hereby affirmed and ratified. 60 61 SECTION 2. The City Commission of the City of Boynton Beach, Florida, hereby 62 declares and finds that puppy mills and kitten mills are inhumane breeding facilities, with 63 documented and widespread instances of, unsanitary conditions leading to infectious diseases; 64 overcrowding in cages; a consistent lack of proper veterinary care for severe illnesses and 65 injuries; a consistent lack of protection from harsh weather conditions; and a consistent lack of 66 adequate food and water. The Commission further declares and finds that animals from mills 67 often face an array of communicable diseases, genetic disorders, and other health problems that 68 may present immediately after sale or not until several years later, which lead to costly 69 veterinary bills and distress to consumers. The Commission further finds that pet store dogs and 70 cats come from puppy mills and kitten mills, and the most effective way to stop puppy mills 71 and kitten mills is to prohibit the purchase and sale of puppies and kittens produced at these 72 inhumane facilities whether those facilities be in state or out of state. Accordingly the 73 Commission finds that it is reasonable and necessary to prohibit the sale of dogs and cats within 74 the municipal boundaries of the city in order to protect the health, safety, and welfare of animals 75 and the public at large. 76 77 SECTION 3. Chapter 4. Animals and Fowl of the Code of Ordinances of the City of 78 Boynton Beach, Florida is hereby amended by adding a new Section 4-39 as follows: 79 80 81 Sec. 4-39 -Retail sale of dogs and/or cats. 82 83 (a) Definitions. For purposes of this section, the following definitions shall apply: 84 Animal rescue organization means a duly incorporated nonprofit organization devoted to 85 the welfare, protection, rescue, care, humane treatment, and adoption of stray, abandoned, or 86 surrendered animals, and which does not breed animals. The term adoption does not include 87 the sale of an animal for profit. 88 Animal shelter means a state, county, municipal, or related public shelter or duly 89 incorporated nonprofit organization devoted to the rescue, care, and adoption of stray, 90 abandoned, or surrendered animals, and which does not breed animals. The term adoption does 91 not include the sale of an animal for profit. C:AProgram Files(X86)ANeevia.Com\DocconverterproATemp\NVDC\29B31609-0129-46E9-81F3-5931792EA87D\Boynton Beach.13339.1.Pet Store_0rdinance_(LL)(00156281-3xc4b6a).Docx Page 1303 of 1324 92 Pet store or net supply store means any retail establishment open to the public that sells or 93 transfers, or offers for sale or transfer, dogs and/or cats regardless of the age of the dog or cat. 94 Additionally, such establishments may also be identified by the sale of animals other than those 95 from the Canidae or Felidae families that are traditionally considered to be domestic pets and/or 96 the sale of grooming services and/or domestic pet supplies and accessories (including but not 97 limited to food, bedding, toys, grooming products, collars, leashes and the like). 98 (b) Retail sales of dogs and/or cats prohibited. No pet store or pet supply store shall display, 99 sell, trade, deliver, barter, lease, rent auction, give away, transfer, offer for sale or transfer, 100 or otherwise dispose of dogs or cats within the City of Boynton Beach. 101 (c) Exemptions. This section does not apply to an animal shelter, an animal rescue 102 organization, or an animal shelter or animal rescue organization that operates out of or in 103 connection with a pet store or net supply store. 104 (d) Adoption of shelter and rescue animals. Nothing in this section shall prevent a pet store 105 or pet supply store,its owner, operator, or employees from providing space and appropriate 106 care for dogs and cats at the store if such animals are owned by an animal shelter or animal 107 rescue organization and are maintained at the store for the purpose of adopting those 108 animals to the public. 109 (e) Enforcement. 110 (1) Any person who commits an act in violation of this section may be prosecuted for 111 such violation in accordance with chapter 2, administration, of this Code of 112 Ordinances,F.S. ch. 162, and/or any other means of enforcement available under state 113 or federal law. 114 (2) The city may initiate a civil action in any court of competent jurisdiction to enjoin 115 any violation of this section. 116 (f) Effective date. Any pet store or pet supply store that is lawfully operating on the effective 117 date of this ordinance [from which this section derives] shall be permitted to continue its 118 sale of dogs and cats for a period of time not to exceed eighteen (18) months from 119 September 6, 2018, to wit: March 5, 2020. 120 121 122 123 SECTION 4. All ordinances or parts of ordinances in conflict be and the same are 124 hereby repealed. 125 126 SECTION 5. Should any section or provision of this Ordinance or any portion thereof, 127 any paragraph, sentence, or word be declared by a court of competent jurisdiction to be invalid, 128 such decision shall not affect the validity of the remainder of this Ordinance. 129 130 SECTION 6. Specific authority is hereby given to codify this Ordinance. 131 132 SECTION 7. This Ordinance shall become effective immediately upon adoption. 133 134 FIRST READING this day of 2018. 135 C:AProgram Files(X86)ANeevia.Com\DocconverterproATemp\NVDC\29B31609-0129-46E9-81F3-5931792EA87D\Boynton Beach.13339.1.Pet Store_0rdinance_(LL)(00156281-3xc4b6a).Docx Page 1304 of 1324 136 SECOND, FINAL READING AND PASSAGE this day of 137 2018. 138 CITY OF BOYNTON BEACH, FLORIDA 139 140 YES NO 141 142 Mayor— Steven B. Grant 143 144 Vice Mayor— Christina L. Romelus 145 146 Commissioner—Mack McCray 147 148 Commissioner—Justin Katz 149 150 Commissioner—Vacant 151 152 153 VOTE 154 ATTEST: 155 156 157 158 Judith A. Pyle, CMC 159 City Clerk 160 161 162 163 (Corporate Seal) C:AProgram Files(X86)ANeevia.Com\DocconverterproATemp\NVDC\29B31609-0129-46E9-81F3-5931792EA87D\Boynton Beach.13339.1.Pet Store_0rdinance_(LL)(00156281-3xc4b6a).Docx Page 1305 of 1324 12.C. LEGAL 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: PROPOSED ORDINANCE NO. 18-033 - SECOND READING -Amending Part 11. "Code Of Ordinances," Chapter 15, "Offences-Miscellaneous,"Article I, "In General," Sections 15-8.1 Through 15-8.8; Creating Section 15-8.9 Entitled "Measurement Of Noise". (Tabled to December 4, 2018 due to advertising deadline) EXPLANATION OF REQUEST: The current code for noise abatement is not adequate to provide City staff the ability to address noise and sound issues that affect the quality of life of citizens in Boynton Beach. Staff is recommending revising Chapter 15 of the Code of Ordinances to add language that allows staff to require noise and sound reduction from private property when it exceeds the limits specified. HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? The revised code will provide the necessary language to allow staff to address noise complaints in an efficient manner. FISCAL IMPACT: Non-budgeted No budget impact. ALTERNATIVES: STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: CLIMATE ACTION DISCUSSION: Is this a grant? Grant Amount: ATTACHMENTS: Type Description D Ordinance Ordinance amending Ch 15 Page 1306 of 1324 1 2 ORDINANCE NO. 18- 3 4 AN ORDINANCE OF THE CITY OF BOYNTON BEACH, FLORIDA, 5 AMENDING PART IL "CODE OF ORDINANCES," CHAPTER 15, 6 "OFFENSES-MISCELLANEOUS," ARTICLE I, "IN GENERAL," 7 SECTIONS 15-8.1 THROUGH 15-8.8; CREATING SECTION 15-8.9 8 ENTITLED "MEASUREMENT OF NOISE"; PROVIDING FOR 9 DEFINITIONS, CITY COMMISSION AUTHORITY, CODIFICATION, 10 SEVERABILITY, CONFLICTS,AND AN EFFECTIVE DATE. 11 12 WHEREAS, the City Commission of the City of Boynton Beach has a significant 13 interest in protecting the health, safety and welfare of the residents in the City, and ensuring the 14 residents' enjoyment of life and property; and 15 16 WHEREAS, the City of Boynton Beach has a substantial and significant public 17 interest in protecting residential areas and land uses from potential adverse impacts of 18 continuous, excessive and unnecessary noise and/or sound; and 19 20 WHEREAS, such public interest extends to protecting,preserving and maintaining 21 the health, safety and welfare of the residents while also protecting, preserving and 22 maintaining the aesthetic character of areas where the residents reside and do business; and 23 24 WHEREAS, the City of B o y n t o n B e a c h desires to avoid potential detrimental 25 impacts to residents of the City from continuous, excessive and unnecessary noise; and 26 27 WHEREAS,the City finds that this Ordinance will advance the public health, safety, 28 and welfare, and help to preserve the unique and extraordinary aesthetic qualities of the City. 29 30 NOW,THEREFORE,BE IT ENACTED BY THE CITY COMMISSION OF THE 31 CITY OF BOYNTON BEACH, FLORIDA AS FOLLOWS: 32 33 SECTION 1. Recitals. The foregoing recitals are hereby ratified and confirmed as being 34 true and correct and are hereby made a part of this Ordinance. 35 36 SECTION 2. Amendment of City Code. Part 11, "Code of Ordinances", Chapter 15-8.1 37 through Chapter 15-8.8, are hereby amended as provided in Exhibit "A", which is attached to 38 this Ordinance, and hereby incorporated by reference(words that are stricken out are deletions; 39 words that are underlined are additions). Part 11, "Code of Ordinances", Chapter 15-8.9 entitled 40 "Measurement of Noise" is hereby created as provided in Exhibit "A", which is attached to 41 this Ordinance and hereby incorporated by reference (words that are stricken out are deletions; 42 words that are underlined are additions). 43 44 SECTION 3. Codification and Reservation of Rights. This Ordinance shall be 45 incorporated into the Boynton Beach City Code. Any section,paragraph number, letter and/or 100241601.3 306-90018211 CODING: Words intf ham=type are deletions from existing law; Words in underlined type are additions. 1 Page 1307 of 1324 46 any heading may be changed or modified as necessary to effectuate the foregoing. Grammatical, 47 typographical and similar or like errors may be corrected, and additions, alterations, and 48 omissions not affecting the construction or meaning of this ordinance and the City Code may 49 be freely made. Adoption and codification of this ordinance does not waive the city's right to 50 contest or otherwise challenge the constitutionality validity, enforceability, and effectiveness 51 of the Act or any part thereof and the city hereby reserves the right to contest and otherwise 52 challenge the Act. 53 54 SECTION 4. Severability. If any section, subsection, sentence, clause, phrase, word or 55 provision of this ordinance is for any reason held invalid or unconstitutional by any court of 56 competent jurisdiction, whether for substantive, procedural, or any other reason, such portion 57 shall be deemed a separate,distinct and independent provision, and such holding shall not affect 58 the validity of the remaining portions of this ordinance. 59 60 SECTION 5. Conflicts. In the event of a conflict or conflicts between this Ordinance and 61 any other ordinance or provision of law, this Ordinance controls to the extent of the conflict, as 62 allowable under the law. 63 64 SECTION 6. Effective date. This Ordinance shall become effective immediately upon 65 adoption by the City Commission of the City of Boynton Beach, Florida, and shall apply to all 66 existing and future applications for permits. 67 68 69 70 71 72 73 74 75 76 [THIS PORTION OF THE PAGE INTENTIONALLY LEFT BLANK] 77 78 79 80 81 82 83 84 85 86 87 88 89 FIRST READING this day of 2018. 90 100241601.3 306-90018211 CODING: Words intf ham=type are deletions from existing law; Words in underlined type are additions. 2 Page 1308 of 1324 91 SECOND, FINAL READING AND PASSAGE this day of 92 2018. 93 94 CITY OF BOYNTON BEACH, FLORIDA 95 96 YES NO 97 98 Mayor— Steven B. Grant 99 100 Vice Mayor— Christina L. Romelus 101 102 Commissioner—Mack McCray 103 104 Commissioner—Justin Katz 105 1106 Commissioner— joe Gaselle 107 108 109 110 VOTE 111 ATTEST: 112 113 114 115 Judith A. Pyle, CMC 116 City Clerk 117 118 119 (Corporate Seal) 120 121 122 123 100241601.3 306-90018211 CODING: Words intf ham=type are deletions from existing law; Words in underlined type are additions. 3 Page 1309 of 1324 EXHIBIT "A" PART II. CODE OF ORDINANCES CHAPTER 15. OFFENSES - MISCELLANEOUS, ARTICLE I. IN GENERAL. Section 15-8-.1. Same—Purpose and space. It is the purpose of sections 15-8 through 15-8.93 to prevent, prohibit and provide for the abatement of excessive, and unnecessary noise which may injure the health or welfare or degrade the quality of life of the citizens and residents of the City of Boynton Beach. This section shall apply to the control of all sound and noise originating within the limits of this jurisdiction. It is further the intent of this chapter to recognize that factors such as the time of day, location ( proximity to residences), necessity of public projects for the public good, and necessity of sound and noise incidental to allowed uses and activities must be considered in balancing the protection protection of public peace and individual freedoms. Section 15-8.2. Same—Terminology and standards. All terminology used in this section shall be as defined herein, or if not defined, given plain meaning by reference to common dictionary definition. When interpretation is required by reference to a source more definitive than this code or a dictionary, reference shall first be made to publications of the American National Standards Institute (ANSI): A-weighted sound level. The sound pressure level in decibels as measured on a sound level meter using the A-weighted network. The level so read is designated dBA. Apparent property line. The line along the surface, and its vertical plane extension, which separates one(1)lot or parcel of property from another. Construction. Any site preparation, assembly, erection, substantial repair, alteration or similar action, but excluding demolition, for or on public or private right-of-way, structures, utilities or similar property, and excluding well pointing. Decibel(dB). A unit for dig measuring the amp's volume of sound or noise, equal to twenty (20)times the logarithm to the base ten (10) of the ration of the pressure of the sound or noise measured to the reference pressure, which is twenty (20) micropascals (twenty (20) micro- newtons per square meter). Demolition. Any dismantling,intentional destruction or removal of structures,utilities,public or private right-of-way surfaces or similar property. Emergency. Any occurrence or set of circumstances involving actual or eminent physical trauma or property damage which demands immediate action. 100241601.3 306-90018211 CODING: Words intf ham=type are deletions from existing law; Words in underlined type are additions. 4 Page 1310 of 1324 EmeLgencv vehicle. A motor vehicle used in response to a public emergency or to protect persons or property from imminent danger. Emergency work. Any work physieal +,..,,,w,., of pfepefty damage t4featenea of eattsedby an emefgefley. necessary to restore property to a safe condition following a public calamity, work to restore public utilities, or work required to protect person or property from an imminent exposure to danger. Equivalent. The level of a constant sound, which in a given situation and time period, has the same sound energy as does a time varying sound. ThOse a-Blitial holidays desigiiated iii 5 U.S.G. 6103 to itieltide additietial days of a eelebr-ataFy nattwe, fnar-e speeifieally; New Year's Eve, Ginee De Maya and St. Patr-iek's Day. Impulse noise. A discrete noise or series of such noises of short duration (generally less than one (1) second) in which the sound pressure level rises very quickly to a high before decaying to the background level. Examples of sources of Impulse noise,includes explosions and the discharge of firearms. LIO sound level. The sound level exceeded for more than ten (10)percent of a measurement period which for the purposes of sections 15-8 through 15-8.83 shall not be less than ten (10) minutes. LMAX. The maximum A-weighted sound level for a given event. Legal holidays. Those recognized by the City include New Year's Day, Martin Luther King, Jr. Day, Presidents Day, Memorial Day, Independence Day, Labor Day, Veterans Day Thanksgiving_ Day, Day After Thanksgiving, Christmas Eve, and Christmas Day or any other legally recognized holida. zoning e. rhe +;.„® „fany OF B4g + + ® S „a --- ,a mar+4 o „,a is ee .,+ i .,+ aig+L Maximum sound level. The greatest A- weighted sound level reading obtained when measuring a source of sound during a designated time interval using the fast meter exponential 100241601.3 306-90018211 CODING: Words in +W ham=type are deletions from existing law; Words in underlined type are additions. 5 Page 1311 of 1324 integration time. A l+o,-.,atiyel y the slow meter- o , +j a ;,,+o..,-.,+; time may Micropascal. The international unit for pressure, analogous to pounds per square inch in English units; 1 microPascal is one millionth of a Pascal; the reference pressure used for airborne sound is 20 microPascals. Motorboat. Any boat or vessel propelled or powered by machinery whether or not such machinery is the principal source of propulsion; including but not limited to boats, barges, amphibious craft, water-ski towing devices,jet skis and hover craft. Motorized equipment. Any self-propelled vehicle, such as, but not limited to,passenger cars, trucks, truck trailers, semi-trailers, campers, motorcycles, mini-bikes, go-carts, gopeds, dune buggies, all-terrain vehicles or racing vehicles which are propelled by mechanical power. Multifamily dwelling. A building or other shelter that has been divided into separate units to house more than one(1) family. Noise. ad- ,et:se p ,ehelegie.,1 physielegieal Off et e i,,,,,,.as For the purposes of this chapter, Noise is any sound that is in violation of any provision of this Chapter. Noise disturbance.Any 1^iid ---1,.,.,Re-^iiR sound or noise,in quantities,which afe-e areplainly audible and may be potentially harmful or injurious to human health or welfare, animal or plant life, or property, or unnecessarily interfere with the enjoyment of life or property, including outdoor recreation of able pet:sen *'' r a � .;* ties. Any plainly audible noise which is so harsh, prolonged, unnatural, or unusual in time or place as to occasion discomfort to any persons within the neighborhood and/or adjacent neighborhood(s) from which said noises emanate, or as to interfere with the peace and comfort of neighbors or their guests, or operators or customers in places of business, or as to ,,,a..o Ralenegatively affect such residences or places of business. Noise sensitive zone.Existing quiet zones until designated otherwise by a competent authority. Noise sensitive awes zones include but are not limited to operations of schools, libraries open to public, churches, synagogues, mosques, hospitals,residential zones (after 11 p.m.), and nursing homes. Octave Band Sound Level. The unweighted sound pressure level in the specified octave band. Person. Any natural person,individual, association,partnership,of corporation,municipality, governmental a _gency, business trust, estate, trust, two or more persons having a joint or common interest or any other legal entity aifielttdes-including any officer, employee, department,agency, or instrumentality of the United States, a state or any political subdivision of a state or any other entity whatsoever or any combination of such,jointly or severally. 100241601.3 306-90018211 CODING: Words intf ham=type are deletions from existing law; Words in underlined type are additions. 6 Page 1312 of 1324 Plainly audible. A sound which is capable of being heard by a human being without the assistance of a mechanical or electronic listening or amplifying device. Powered model vehicle. Any self-propelled airborne, waterborne or landborne plane, vessel or vehicle which is not designated to carry persons,including but not limited to any model airplane, boat, car or rocket. Private rlyht-of-way. Any street, avenue, boulevard, highway, sidewalk, bike path, or alley, or similar place, which is not owned or controlled by a governmental entity. Public right-of-way. Any street, avenue, boulevard, highway, sidewalk or alley or similar place normally accessible to the public which is owned or controlled by a governmental entity. Public space. Any real property or structures thereon normally accessible to the public. Pure tone. Any sound which can be distinctly heard as a single pitch or a set of single pitches. For the purpose of measurement, a pure tone shall exist if the one-third octave band sound pressure level in the band with the tone exceeds the arithmetic average of the sound pressure levels of the two (2) contiguous one-third octave bands by five (5) dB for center frequencies of 500 Hz and above by eight (8) dB for center frequencies between 160 and 400 Hz and by fifteen (15) dB for center frequencies no less than or equal to 115 Hz. Real property line. An imaginary line along the surface,and its vertical plane extension,which separates the real property owned,rented or leased by one person from that owned,rented or leased by another person, excluding intra-building real property divisions. Receiving land use. The land, which is receiving the noise or sound as designated by the CitX of Boynton Beach Zoning Map(and for recently incorporated areas,the effective zoning category). Residential. A parcel of land whose use is designated to provide only permanent housing and excluding all tourist accommodations which includes but is not limited to hotels,motels, apartment hotels, etc. RMS sound pressure. The square root of the time averaged square of the sound pressure. Sound. An oscillation in pressure, stress, particle displacement, particle velocity or other physical parameter, in a medium with internal forces. The description of sound may include any characteristic of such sound including duration, intensity and frequency. Sound disturbance. Any sound or noise which is: (1) Plainly audible beyond a distance of twenty-five (25) feet or further from the apparent property line from which the sound emanates, in a single residential zoning district, or 100241601.3 306-90018211 CODING: Words intf ham=type are deletions from existing law; Words in underlined type are additions. 7 Page 1313 of 1324 (2) Plainly audible in a dwelling unit adjacent to the unit from which the sound emanates or is plainly audible twenty-five (25) feet or further from the apparent property line from which the sound emanates in multi-family residential zoning districts. (3) Plainly audible beyond a distance of one hundred (100) feet or further from the apparent property line from which the sound emanates when the sound emanates in a commercial zoning district and is heard in a residential zoning district. (4) Plainly audible beyond a distance of one hundred (100) feet or further from the apparent property line from which the sound emanates when the sound emanates in a public use zoning district and is heard in a residential zoning district. For purpose of enforcement ,it is not necessary to specifically identify the property line as would be depicted on a survey, rather an approximation of the property line may be used taking into consideration physical landmarks such as fences,landscaping, setbacks, driveways, or ground treatment. Sound level. The weighted sound pressure level obtained by the use of a metering characteristic and weighting A, B, or C as specified in American National Standards Institute specification for sound level meters,ANSI S 1.4-1971, or in successor publications. If the weighing employed is not indicated, the A-weighting shall apply. Sound level meter. An instrument which includes a microphone, amplifier, RMS detector, integrator or time averager, output meter and weighing networks used to measure sound pressure levels. The output meter reads sound pressure levels when properly calibrated, and the instrument is of Type 2 or better, as specified in the American National Standards Institute Publication 51.4- 1971, or is successor publications. Sound pressure. The instantaneous difference between the actual pressure and the average or barometric pressure at a given point in space, as produced by the presence of sound energy. Sound pressure level. Twenty (20) times the logarithm to the base ten (10) of the ratio of the RMS sound pressure to the reference pressure of twenty (20) micropascals (2 x 106N/m2). The sound pressure level is denoted Lp or SPL and is expressed in decibels. Use. Any activity, event, operation or facility which creates noise. Weekday. Any Sttaday Monday through sda-y Friday (at 6 p.m.) which is not a Legal holiday as defined herein. Weekend. Any F-fiday Saturday or Satttf:day Sunday (until 8 p.m.). Section 15-8.3— Same—Program Administration. 100241601.3 306-90018211 CODING: Words intf ham=type are deletions from existing law; Words in underlined type are additions. 8 Page 1314 of 1324 (a) The noise and sound control program established by sections 15-8 through 15-8.-99shall be administered by the city manager, or his/her designee, of the City of Boynton Beach, Florida. (b) For the purposes of section 15-8.-89and its enforcement, municipal employees or officials engaged in the measurement of noise or sound, assessing compliance with such sections, making recommendations for noise and sound abatement, issuing noise and sound violations citations, or giving evidence regarding noise and/or sound violations shall have received fformalized�[isil training on these subjects from institutions or organizations of recognized ability and experience in environmental acoustics and noise and sound control. Section 15-8.4. Same—Inspections. Upon presentation of proper credentials, the city manager or his/her designee, may enter and/or inspect any private property, place, report or records at any time when granted permission by the owner, or some other person with apparent authority to act for the owner. When permission is refused or cannot be obtained, a search warrant may be obtained from a court of competent jurisdiction upon showing of probable cause to believe that a violation of sections 15-8 through 15-8.8.9 may exist. Such inspection may include administration of any necessary tests. Section 15-8.5. Sound and noise Heise control—Prohibited acts. No person shall make, continue or cause to be made any noise or sound disturbance. The making of noise or sound in violation of this chapter shall constitute prima facie evidence of a noise and/or sound disturbance. (a) Sound or noise Xqise disturbances prohibited. No person shall unnecessarily make, continue or cause to be made or continued any sound or noise disturbances. (b) Specific prohibitions. The following acts, which enumeration shall not be deemed to be exclusive, and the causing or permitting thereof in such a manner as to create a noise or sound disturbance across a residential or commercial real property line, or within a noise sensitive zone, or at any time in violation of the provisions of section 15-8.8, are hereby declared to be a violation: (1) Radios,television sets, and similaf deviees. Opefating,playing or-pet=M44ing t4e o;fl,o,. M-e-eh.,,,ieal y of ole,.*,.efii a4, The playing, using, operating or permitting to be played, used or operated, any radio,phonograph or musical instrument, or other machine or device for the producing or reproducing of sound in such a manner or with such volume, that is plainly audible to any person other than the player(s) or operator(s) of the device, and those who are voluntarily listening to the sound, and is plainly audible from a public street, the adjacent lot nearest to the source, or at a distance of twenty-five (25) feet or more, particularly during the hours between 11:00 p.m. and 7:00 a.m. 100241601.3 306-90018211 CODING: Words intf ham=type are deletions from existing law; Words in underlined type are additions. 9 Page 1315 of 1324 (2) Loudspeakers. Using or operating for any purpose other than those activities specifically exempted in section 15-8.6(4)below, any loudspeaker, loudspeaker system or similar device, including sound emitting devices which may be physically attached to any motor vehicle. (3) Street sales. Offering for sale, selling or advertising for sale by shouting or outcry, anything within any area of the city. (4) Animals. Owning, possessing or harboring any animal, Of bird or fowl which persistently "" "f" eetititittea "t:at' howls, barks, meows, squawks, bays, cries or otherwise makes noises or sounds which create a noise or sound disturbance or is plainly audible from a public street, and/or from a distance of twenty-five (25) feet and/or from the adjacent lot nearest to the building, structure, or yard in which the animal, bird or fowl is located. A person is responsible for an animal, bird or fowl if the person owns, controls, or otherwise cares for the animal, bird or fowl. It shall be an affirmative defense to any charge hereunder that such animal, bird or fowl was emitting such noise in response to an intrusion upon the premises by any person. (5) Loading or unloading. Loading, unloading, opening, closing or other handling of boxes, crates, containers, building materials, garbage cans, or similar objects in such a manner as to cause a noise or sound disturbance. (6) Construction. Operating or causing the operation of any tools or equipment used in construction, drilling, excavation, clearing, repair, alteration or demolition work on weekdays during the times specified in section 15-8.8, or at any time during Sundays or legal holidays. (7) Fixed mechanical equipment. Operating or causing the operation of fixed mechanical equipment located on real property including HVAC equipment, motors, engines, pumps, compressors, fans, tools, machinery, and its component parts, or any other similar stationary mechanical devices and their component parts except as otherwise exempted in section 15-8.6(6). (8) Motorboats. Operating or causing the operation of a motorboat in such a manner as to cause a noise or sound disturbance. (9) Yelling, shouting, hooting, whistling, singing, and other vocal sounds in excess of a normal conversational level, any of which occurs between the hours of 11:00 p.m. and 7:00 a.m., so as to create a plainly audible sound across a residential real property line or on a public right-of-way or public property, or that is plainly audible to an occupant of a dwelling unit within a building other than an occupant of the unit from which the sound emanates, that can be heard from a distance of twenty-five (25) feet or more from the source, particularly in noise-sensitive zones. This section is to be aplied only to those situations where the disturbance is not a result of the content of the communication but due to the volume, duration,location, timing or other factors not based on content. 100241601.3 306-90018211 CODING: Words intf ham=type are deletions from existing law; Words in underlined type are additions. 10 Page 1316 of 1324 (10) The use of any automobile, motorcycle or vehicle so out of repair, so loaded or in such a manner as to cause loud grating, grinding, rattling or other noise that is plainly audible from a distance of twenty-five(25) feet or more. (11) Operating or permitting the operation of powered model vehicles, either airborne, waterborne, or landborne, which are designed not to carry_persons or property, such as, but not limited to, model airplanes, boats, cars, rockets, and which are being�propelled by mechanical means, within a public recreation area or park other than those areas specifically designated for such purpose by the city commission. (12) The creation of any sound or noise on any street adjacent to a noise sensitive zone, where those entities defined herein as being part of a noise sensitive zone are in operation, which is plainly audible within the entity, from a distance of twenty-five (25) feet from the noise or sound, and interferes with the operation of the entity,provided conspicuous signs are displayed in such streets indicating that the same is a school, hospital or court street. (13) The sounding _of any horn or signaling warning,device, except as a danger warning, for any unnecessary or an excessive period of time or the reasonable use of any horn or signaling device, in such a manner as to cause a noise or sound disturbance. (14) The creation or permitting _of any any loud or raucous noise or sound so as to disturb the peace, quiet or comfort of a residence within the immediate or adjacent neighborhood. (15) Vibration. The creation or permitting of any sound or noise that produces a ground vibration, noticeable, without instruments, at the lot lines of the property from which the sound or noise emanates, provided there shall be excepted from the provisions of this subsection the use of pile drivers, back hoes, tampers, ditch diggers, bobcats, road graders, rollers and like equipment used in standard construction between the hours of 7:30 a.m. to 6:00 p.m. of any day_ (c) Generators exemption. Notwithstanding the foregoing prohibited acts, the use of gasoline or propane powered generators is permitted during periods of power outage following natural disasters and during periods of maintenance. Operation for purposes of maintenance of the generator shall only occur during daylight hours on weekdays and only for the minimum amount of time required by the manufacturer. Any person using a generator, except during periods of power outage , is subject to the restrictions on noise generation as otherwise set forth in this chapter. Section 15-8.6. Same—Exemptions The following acts and the causing or permitting thereof shall be specifically exempted from the prohibitions of section 15-8.5 100241601.3 306-90018211 CODING: Words intf ham=type are deletions from existing law; Words in underlined type are additions. 11 Page 1317 of 1324 (1) Motor vehicles. Operating motor vehicle noise enforcement procedures shall be as established in Chapter 316,Florida Statutes, and applicable rules and regulations of the Department of Highway Safety and Motor Vehicles, provided however, that this exemption shall not apply to any sound emitting devices which may be attached to any motor vehicle as prohibited by section 15-8.5(b)(2). (2) Aircraft and interstate railway and locomotives and cars. Noise or sound generated by aircraft and interstate railway locomotives and cars are exempt from these provisions. (3) Emergency activities. Any noise or sound generated as a result of emergency work or for the purpose of alerting the public to the existence of an emergency situation. (4) Public speaking and assembly. Any noise or sound generated by any noncommercial public speaking or public assembly activities conducted pursuant to lawful authority on any public space or right-of-way, including sporting events. (5) Domestic power tools and lawn maintenance equipment. Any noise or sound generated by the operation and use of domestic power tools and lawn maintenance equipment. (6) Fixed mechanical equipment, noise or sound generated by the operation and use of air conditioning units in residential districts. (7) Nonamplified solo musical instrument played by an individual within a private residence between the hours of 9:00 a.m. and 8:30 p.m. (8) Construction. The foregoing provisions of Section 15-8.5(a), (b) and subparagraph (6) of this section shall not apply to any municipal, county or state public works, emergency matters or matters having an effect on the public health, safety and welfare of the city in those zoning districts of mixed-use, commercial and industrial, and where the noise or sound disturbance across a residential property line would not exceed those sound and noise limits set forth in section 15-8.8 of this Articlel[is2]. (9) Any vehicle of the city while engaged in necessaly public business. (10)Noises and sounds of authorized safety signals and warning devices. (11)Noises and sounds resulting from emergency work, which is to be construed as work made necessary to restore property and/or utilities to a safe condition following a public emergency, or work required to protect persons or property from any imminent exposure to danger. This exemption includes noises from emergency communications and utility work following a public calamity and in connection with restoration of service operations. (12)Noises and sounds resulting from community events, including but not limited to, fairs, sporting events, school activities, community festivals, etc. iccccrthat c-the eycrrracc�--Fuca 100241601.3 306-90018211 CODING: Words intf ham=type are deletions from existing law; Words in underlined type are additions. 12 Page 1318 of 1324 Section 15-8.7. Same—Penalty for violation. Any person, firm or corporation convicted in a court of competent jurisdiction of a violation of sections 15-8 through 15-8.84 shall be guilty of a misdemeanor of the second degree,punishable by a fine and/or incarceration as provided by law. The City of Boynton Beach Code Compliance Board shall have the authority and jurisdiction to prosecute such offenses. Eachcomplaint of said violation eeshall be a separate offense. Section 15-8.8. Same— Sound levels by receiving land use. (a) Sound and noise limits established. No person shall operate or cause to be operated any source of sound or noise as enumerated in section 15-8.5(b), and unless specifically exempted by section 15-8.6,in such a manner as to create a sound or noise disturbance or an exterior or interior sound level of any origin which exceeds the limits set forth for the receiving land use category in question for than ten (10) percent of any measurement period which shall not be less than ten (10) minutes when measured at or within the boundaries of a property or within the confines of a building within the receiving land use and as a result of a source of sound being located on some other property. (b) LIO noise and sound level limits. Permissible noise and sound levels for noises or sounds transmitted to receiving land use areas shall not exceed the following limits for L10 sound or noise levels as defined herein. For the purpose of these sound and noise control provisions, such sound or noise levels shall be determined using FAST meter responses: Receiving Land Emanating Land Category Time Level Limit Use Use L10 Sound Residential Exterior Sun. — Thurs. 60 (dB)A 7:00 a.m.— 11:00 p.m. L10 Sound Residential Exterior Fri. & Sat. and 55 (dB)A Holidays 11:00 p.m. to 7.00 a.m. L10 Sound Residential Exterior Sun. — Thurs. 55 (dB)A 12:00 a.m.—7:00 a.m. L10 Sound Commercial Exterior At All Times 65 dB A L10 Sound Residential Interior Sun. — Thurs. 50 (dB)A 7:00 a.m to 11:00 m. L10 Sound Residential Interior Fri. & Sat. and 50 (dB)A Holidays 7:00 a.m. — 12:00 a.m. 100241601.3 306-90018211 CODING: Words intf ham=type are deletions from existing law; Words in underlined type are additions. 13 Page 1319 of 1324 L10 Sound Residential Interior Sun. — Thurs. 45 (dB)A 12:00 a.m. to 7:00 a.m. L10 Sound Commercial Interior At All Times 55 dB A (c) Maximum sound and noise level limits. The maximum sound and noise level from any applicable sound and noise sources shall not exceed the L10 sound and noise level limits by more than the values listed below: 10 (dB) from 7:00 p.m. to 11:00 p.m. 5 (dB) from 11:00 p.m. to 7:00 a.m. (d) Pure tone and impulse noise or sound. For any source of sound or noise which emits a pure tone or an impulse noise or sound, as defined herein, the sound or noise level limits for L10 and maximum sound or noise levels shall be reduced by five (5) (dB)A. (e) District Boundaries.When a noise or sound source can be identified and its noise or sound can be measured in more than one land use designation, the pressure level limits of the most restrictive use district shall aply at that designation boundary_ (f) The burden shall be on any person contesting the equivalent sound levels to establish the actual equivalent sound or noise level by clear and convincing evidence. Section 15-8.9 Same—Measurement of Noise and Sound In determining whether a violation of this article has occurred, the complaint of noise shall be measured by the code enforcement division or police department according to the following plainly audible standard: (1) The primary means of measurement shall be by ordinary, auditory senses of a reasonable person with normal sensitivities, so long as any mechanical device does not enhance their hearing, such as a microphone or hearing aid. (2) The measurement shall be taken on, or as near as possible to the real property line of the property upon which the sound or noise source is located, and in any event from a location not less than twenty-five (25) feet from the source measured in a straight line. (3) When aplicable, sound and noise shall be measured with a sound level meter. The sound or noise level shall be measured at a distance no closer to the point from which the sound or noise in question is emanating than the property line of the parcel or lot from which the sound or noise is emanating or through partitions common to two (2) parties within a building. 100241601.3 306-90018211 CODING: Words intf ham=type are deletions from existing law; Words in underlined type are additions. 14 Page 1320 of 1324 (4) A measurement period shall not be less than ten (10) minutes in duration. The sound or noise beim measured shall be representative of the sound or noise which instigated the complaint. (5) A measurement shall be recorded so as to secure and ensure an accurate representation of the sound or noise. (6) A measurement should be taken at aproximately five (5) feet above the ground or water surface away from any obstruction or reflecting surface. (7) When necessary, a microphone windscreen shall be required to avoid wind noise biasing of a measurement. (8) All manufacturers' directions on the operation of the sound level meter shall be followed (e.g.,proper microphone angle). (9) All sound level meters used for measurement shall be in conformance with ANSI section 1.4-1983, as amended. (10)A11 octave and third octave band filter sets of the sound level meter shall be in conformance with ANSI section 1.11-1976, as amended. (11)Instrumentation for sound level measurements may be class 1 or class 2 (ANSI section 1.4-1971), as amended. (12)Measurements of sound and noise shall be made by individuals trained in a noise or sound measurement program_ approved by the county or other training_ facility. acility. 100241601.3 306-90018211 CODING: Words intf ham=type are deletions from existing law; Words in underlined type are additions. 15 Page 1321 of 1324 13.A. FUTURE AGENDA ITEMS 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Commission wants to discuss public safety as it relates to the Town Square Redevelopment- TBD EXPLANATION OF REQUEST: HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? FISCAL IMPACT: ALTERNATIVES: STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: Page 1322 of 1324 13.B. FUTURE AGENDA ITEMS 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Staff to bring information concerning the following land parcels for the Commission to review- TBD Nichols Property Rolling Green Girl Scout Park EXPLANATION OF REQUEST: HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? FISCAL IMPACT: ALTERNATIVES: STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: No CLIMATE ACTION DISCUSSION: Is this a grant? No Grant Amount: Page 1323 of 1324 13.C. FUTURE AGENDA ITEMS 12/4/2018 CITY OF BOYNTON BEACH AGENDA ITEM REQUEST FORM COMMISSION MEETING DATE: 12/4/2018 REQUESTED ACTION BY COMMISSION: Discuss a prohibition for appointed and Elected Officials in the City of Boynton Beach from serving as paid lobbyist subsequent to their time on their board or the Commission - TBD EXPLANATION OF REQUEST: HOW WILL THIS AFFECT CITY PROGRAMS OR SERVICES? FISCAL IMPACT: ALTERNATIVES: STRATEGIC PLAN: STRATEGIC PLAN APPLICATION: CLIMATE ACTION: CLIMATE ACTION DISCUSSION: Is this a grant? Grant Amount: Page 1324 of 1324