Loading...
R96-058RESOLUTION R96-,~,~ A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOYNTON BEACH, FLORIDA, AUTHORIZING AND DIRECTING THE MAYOR AND CITY CLERK TO EXECUTE AN AGREEMENT FOR HISTORIC PRESERVATION CONSULTING SERVICES BETWEEN THE CITY OF BOYNTON BEACH AND RESEARCH ATLANTICA, INC., FOR PROFESSIONAL SERVICES; AND PROVIDING AN EFFECTIVE DATE. WHEREAS, the City of Boynton Beach has entered into an agreement with the State of Florida, Department of State, Division of Historic Resources, providing for a grant-in-aid to complete an intensive level historic properties and architectural survey of the City, in accordance with the provisions of Florida Statutes 267.0617; and WHEREAS, after interviewing three very reputable firms, Research Atlantica, Inc., was chosen as the preferred consultant by a seven-member selection panel; NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF BOYNTON BEACH, FLORIDA, THAT: Section 1. The City Commission of the City of Boynton Beach, Florida does hereby authorize and direct the Mayor and City Clerk to enter into an Agreement between the City of Boynton Beach and Research Atlantica, Inc.,for professional services, said Agreement being attached hereto as Exhibit "A". Section 2. This Resolution will become effective immediately upon passage. PASSED AND ADOPTED this ?' day of May, 1996. ATTEST: Cit~Clerk CITY OF BOYNTON BEACH, FLORIDA e M'ayor//~//~'-. / / Commissi~ Co~ssioner / AGREEMENT FOR HISTORIC PRESERVATION CONSULTING SERVICES by and between and THIS AGREEMENT, entered into this day of , by and between the City of Boynton Beach, hereinafter referred to as the City, and Research Atlantica, Inc., hereinafter referred to as "Consultant." WITNESSETH THAT: WHEREAS, the City has entered into an agreemenn with the State of Florida, Department of State, Division of Historic Resources, hereinafter referred to as the "Department," providing for a grant-in-aid to complete an intensive level historic properties and architectural survey of the City of Boynton Beach, in accordance with the provisions of Florida Statutes 267.0617; and, WHEREAS, the City, in accordance with conditions of its grant-in- aid, desires to have completed Florida Site File forms for eligible buildings located within the corporate city, using the funds provided in the grant for such purpose; and, WHEREAS, the City desires to engage the Consultant to render such assistance and advice necessary to complete all other responsibilities of the City under the Grant-in-Aid; NOW, THEREFORE, the parties hereto do mutually agree as follows: SCOPE OF SERVICES The parties agree that the foregoing recitals are true and they are incorporated into this Agreement by this reference. The Consultant shall perform and carry out in a satisfactory manner the following specified services, which are described in the proposal for consulting services submitted by the Consultant to the City, which is attached to this Agreement as Exhibit 1 and made a part thereof, such services to include the following (where a conflict exists between the following and Exhibit 1, the following will prevail); 1. Preparation of forms and reports in accordance with the requirements set forth in the Attachments to the Grant Award Agreement between the City and the Florida Department of State, attached to this Agreement as Exhibit 2 and Exhibit 3. 2. Compilation of an inventory, consisting of a list of all structures, including address and legal description, within the survey area defined as the incorporated limits of the City of Boynton Beach that are eligible for survey. The structures listed in the Inventory as eligible for survey shall be selected according to the regulations of the U.S. Department of Interior and the Florida Department of State, Division of Historic Resources, to wit: The structure shall have been constructed during or before 1945. bo A structure constructed in 1946 or later shall be included in the Inventory if it possesses unusual historical or architectural'significance. 3. Completion of Florida Site File forms for all properties' included in Invennory. Two copies of each completed form shall be provided to the City. Each form shall contain the following: a. A completed architectural, analysis. bo An Architectural Statement of Significance, consisting of a narrative description of the building's outstanding architectural features and a description of its stylistic classification. A Historical Statement of Significance, providing a date or date range of construction, original owner, if such can be determined, and architect and builder, if such were involved and can be determined from available secondary source materials. d. A location map. A 3 x 5 black and white photograph of the main facade of the building. 4. Historical research on individual structures that will include, at minimum, use of the following sources: a. Plat records for the city. b. Oral interviews with local residents. C o Available maps, including historic county maps and aerial photographs, that may show building locations in the historic period. d. Sanborn maps. 5. Preparation of Final Survey Report, which will serve as a permanent record of the survey. The Final Survey Report shall adhere to the format for such reports as outlined in Exhibit 3 attached hereto. 6. Preparation of written monthly reports describing the progress of the survey, and to include information equivalent to that required by the Department for quarterly reporting, as Outlined in Part II, B., 1,b (excluding #6 and #7), of Exhibit 2 attached hereto, and will be due to the City every 30 days beginning from the date of contract execution. 7. Assistance to the City in publicizing the survey project and in providing information about the survey process for news releases, promotional programs, public ceremonies, and other publicity efforts. A draft press release and draft letters to officials, as required by the Department, shall be provided to the City. 8. The Consultant shall provide the City with, through written or verbal means, weekly progress reports which at a minimum, indicate current project activities commenced,~ number of site forms drafted, an updated estimate of total sites, problems or issues encountered, and the estimated date that current project tasks will be completed. 9. Completion of Survey Log Sheet~ once project is completed. 10. Complete all work in accordance with the project schedule as to be completed within 5 days of contract execution and maintained in the records of the Planning and Zoning Department. II. ADDITIONAL RESPONSIBILITIES OF THE CONSULTA/~T: 1. The services rendered by. the Consultant shall be commenced within two (2)' working days following execution of this agreement. The Consultant agrees to complete ail aspects of the Project no less than 45 days prior to September 30, 1996 (expiration date of Grant Award Agreement). The Consultant agrees that the project shall be completed so as to be acceptable to the State of Florida and City. 2. The Consultant shall be responsible for any modification necessary to render the project acceptable to the City and the State. The Consultant acknowledges that time is of the essence and that the City may lose the State grant if the Consultant is late in completing the project. 3. The Consultant agrees that no work shall be undertaken or commenced prior to the execution date of the Agreement, unless commencement of such work is approved by the Planning and Zoning Director (Tambri J. Heyden). 4. The Consultant shall submit copies of all proposed changes to the project work for review and approval by the City and Department before authorization of any contract change order. After said review and approval by the City and the Department, changes shall not be effective unless in writing and properly executed by the parties. Where said change would alter the allowable project work or services as stipulated in the Grant Award Agreement, or as originally intended by the legislature which authorized the grant award, the procedure set forth in Paragraph A(4), Page 6 of Attachment "A" (Revised, 1992), Exhibit 2 to this Agreement shall apply. 5. The Consultant shall comply with Title IV of the Civil Rights Act of 1964 (Public Law 88-352) and Title VI of the Act (42 USC 2000 D) in that: No person in the United States shall on the grounds of race, creed, color, national origin, sex, age, political affiliation, or beliefs be subjected to discrimination under any program or activity which the Consultant has agreed to undertake by and through the covenanEs and provisions set forth in this Agreement. 6. The Consultant shall meet the professional qualifications as required by the Department for completing the work required by this agreement, and have been successfully engaged in this particular type of work or business for a reasonable length of time. 7. The Consultant shall be represented.by Jane Day, who will keep the Planning and ZOning Director informed (at a minimum through the weekly and monthly project updates) as to all aspects of the work, sufficient to meet the requirements of the City under the provisions of its agreement with the Department, and attend the public meetings as indicated in paragraph 10 below. 8. The Consultant shall have all records and project work accessible for inspection and review by the City upon reasonable notification by the City. Such records are maintained at the Consultant"s office at 3080 NW 99 Avenue, Coral Springs, Fla. 33065. 9. The Consultant shall keep and maintain financial, invoice, and employment records pertaining to the contraCtual obligation between the City and the Consultant for pre-audit and post-audit purposes for a period of three years following the completing of all project work, or until all claims and audit findings involving the records have been received, whichever is later. The City, the Department, or any of their duly authorized representatives shall have access to any books, documents, papers, and records of the Consultant which are directly pertinent to that specific agreement, for the purpose of making audit, examination, excerpts, and transcriptions. 10. The Consultant agrees to consultation between himself/ herself and appropriate City representatives as necessary to insure mutual Understanding of an agreement on the objectives, requirements, and limitations of the project in relation to the State and federal historic preservation programs. The representative of the Consultant's firm shall attend at least two public meetings to explain the historic preservation process and the survey, provided that the City give appropriate notice in advance. 11. The Consultant shall forward all documentation as it pertains to the project' to the City as required~by the Department and indicated in Exhibit 1, Exhibit 2 and Exhibit 3 attached hereto. The consultant will provide the draft Survey Report directly to the State as well as the City. 12. The Consultant understands and accepts the fact that the Florida program is subject to revision and change via the Florida Legislature and new policies and procedures of the Department and therefore agrees to comply with all directives as they are promulgated by the Department pursuant to said legislative or Department (or both) revisions and changes. 13. Drafts of all proposed publications resulting from the Consultant's research or from the terms, conditions, and provisions of this Agreement as they pertain to the project shall be submitted to the City and the Department for review and approval prior to publication. Furthermore, all news releases and promotional materials relating to the project shall contain acknowledgement of grant assistance, substantially as follows: "This project (or publication) has been financed in part with historic preservation grant assistance provided by the National Park Service, U.S. Department of the Interior, administered through the Bureau of Historic Preservation, Florida Department of State, assisted by the Historic Preservation Advisory Council. However, the contents and opinions do not necessarily reflect the iews and Florida Department of State, assisted by the Historic reservation Advisory Council. However, the contents and opinions do not necessarily reflect the views and opinions of the Department of State Interior or the Florida Department of State, nor does the mention of trade names or commercial products constitute endorsement or recommendation by the Department of the Interior or the Florida Department of State. This program receives Federal financial assistance for identification and protection of historic properties. Under Title VI of the Civil Rights Act of 1964 and Section 504 of the Rehabilitation Act of ~973, the U.S. Department of the Interior prohibits discrimination on the basis of race, color, national origin, or handicap in its federally assisted programs. If you believe you have been discriminated ~gainst in any program,, activity, or facility as described above, or if you desire further information, please write to: Office for Equal Opportunity, U.S. Department of the Interior, Washington, D.C. 20240." 14. It is understood and agreed that all documents, including reports, surveys, and other data prepared or obtained by the Consultant in connection with its services hereunder shall be delivered to, and become the property of, the City upon final payment to the Consultant. 15. The City and the State of Florida shall not be liable for any loss, injury, death, or damage to persons or property which at any time may be suffered or sustained by any person whatsoever arising from the negligent performance by Consultant and its employees and agents of its obligations under the provisions of this Agreement. The Counsultant agree to and hereby indemnify and save the City and the State of Florida harmless from and against any and all losses, damage, claims, actions, liability, attorney's fees, and expense in contract or in tort, in connection with loss of life, bodily injury and/or property damage occurring on or about or arising out of those portions of ~he work under Consultant's cOntrol or wherever arising if occasioned wholly be the negligence of Consultant, or by them or their agents, Servants, employees, or materialmen, should the same arise during the progress of the work, and Consultant hereby waives its entitlement, if any, to immunity under Section 440.11, Florida Statutes. 16. The Consultant agrees to comply with the Rights to Data and Copyrights provisions of Part I, A, Item 22, page 10, of Exhibit 2 attached hereto. 17. The Consultant shall provide two bound copies and one unbound copy of the Final Report, with U.S,G.S. maps included in that report. 18. The Consultant shall, no less than 60 days prior to the end of the City's grant period, provide the City with a draft Survey Report for ultimate delivery to the Department for review. III. RESPONSIBILITIES OF THE CITY: 1. The City shall assist the Consultant in obtaining access to appropriate municipal records, documents, and other materials necessary to gathering historical, architectural, and other legal and documentary sources of information necessary to completing the survey. 2. The City shall designate the Planning and Zoning Director as the City representative responsible for all technical matters pertaining to the work and performance, described in this Agreement, which shall also include: Examination of all reports, surveys, and other documents presented by the Consultant and rendering comments on that presented to the City and mn a reasonable time so as not to delay the work of the Consultant. bo Transmission of instructions, receipt of information, interpretation and definition of City policies and decisions with regard to the work covered by this Agreement. Giving prompt written notice to the Consultant whenever the City observes or otherwise .becomes aware of any defects or changes necessary in the project. 3. The City shall, as defined by the Department, prepare a mylar base map showing the location of buildings included in the Inventory and for which Florida Site File forms were completed. All necessary prints of the mylar base map shall be processed by the City. IV. TIME OF PERFORMANCE: The services of the Consultant shall proceed expeditiously with such undertaking until completion in accordance with the terms of Section II.1 of this Agreement. Ve CANCELLATION: This agreement may be terminated by either party by ten (10) days prior written notice. In the event the Agreement is terminated, the Consultant shall cease work and shall deliver to the City all documents, including reports, surveys, and all of the data and material prepared or obtained by the Consultant in connection with its services hereunder. The City shall, upon delivery of the aforementioned documents, payment for its services hereunder, a sum of money equal to the fee for each authorized and satisfactoriIy completed service shown in Section I of this Agreement; however, not to exceed the. amounn issued to date by the department. VI. ENTIRE AGREEMENT This Agreement and Exhibits One (1), Two (2) and Three (3) hereto embody the whole agreement of the parties and there are no provisions, terms, conditions, or obligations other than those contained herein. This Agreement shall supersede all previous communications, representations, or oral agreements between the parties and no amendment hereto shall be effective unless reduced to writing and signed by the parties hereto. VII. INDEPENDENT CONTRACTOR It is specifically understood and acknowledged by the parties hereto that the Consultant or employees or subcontractors of the Consultant are in no way to be considered employees of the City, but are independent contractors Performing solely under the terms of the Agreement and not otherwise. VIII. COMPENSATION AND METHOD OF PAYMENT The City shall pay to the Consultant a professional fee mn the total amount of $10,000.00. The Fixed professional fees shall be paid upon invoice from the Consultant and shall be made in four parts. The first payment shall equal $2,500, and shall be paid within twenty (20) days following invoice from the Consultant and submission to the City of Boynton Beach of a draft Historical Overview which includes the background research, and the first monthly report (as defined in item 1.7 above). The second payment shall equal $2,500, and shall be paid within twenty (20) days following invoice from Consultant and accompanied by any outstanding monthly reports owed and the preliminary site inventory and survey data. The third payment shall equal $2,500, and shall be paid witkin twenty (20) days following invoice from consultant and submission to the City the Florida Site File forms and completed Final Report. The final payment of $2,500 shall be contingent upon the completeness of, and the City's satisfaction with the completed work products, and paid within twenty (20) days following receipt of fina% payment from the Department. IX. COMPLIANCE WITH APPLICABLE LAW This Agreement shall be governed by the laws of the State of Florida. Consultant covenants to promptly comply with all applicable laws, rules or regulations whether Federal, State or local. Without limiting the generality of the foregoing, Consultant acknowledges that it will comply with Section 119.011, Florida Statutes, and Section 286.011, Florida Statutes, to the extent that the same may be applicable to the activities of Consultant. REMEDIES CUMULATIVE Ail remedies hereinbefore and hereinafter conferred on City shall be deemed cumulative and no one exclusive of the other, or any other remedy conferred by law. XI. WAIVER The failure of City to take any action with respect to any breach of any term, covenant or condition contained herein or any instance of default, hereunder by Consultant, shall not be deemed to be a waiver of any default or breach by City. XII. NOTICES Notices and other correspondence required by this Agreement shall be sent by certified mail, return receipt requested, to the respective parties at the-following addresses: Tambri J. Heyden, Director Planning and ZOning Department 100 E. BoyntQn Beach Boulevard Boynton Beach, Florida, 33435 (407) 375-6260 Exhibits: Exhibit 1: Proposal submitted by the Consultant to the City in response to City's Request for Proposal. Exhibit 2: Attachment "A" to Grant Award Agreement between the City and the Florida Department of State. Exhibit 3: Attachment "B" to Grant Award Agreement between the City and the Florida Department of State. CONCLUSION It is mutually agreed between City and CONSULTANT than this Agreement, including all attachments to it, constitutes an agreement, made in Florida, and that it shall be construed according to the laws of the State of Florida. IN WITNESS OF THE FOREGOING, the parties have read this Agreement and attachments to it and have affixed their signatures, effective on the date first appearing above. WITNESSES WITNESSES: CITY OF BOYNTON~B~ACH RESEARCH ATLANTICA By: a: updtHist. Agr ATTOF N v EXHIBIT "1" Request For Proposal For Qualified Historic Consultants City of Boynton Beach Bid No. # 023-151-96/VSMG By Research Atlantica, Inc. 3080 NW 99th Avenue Coral Springs, Florida 33065 Jane S. Day (954) 943-1935 FAX (954) 943-2012 February 22, 1996 Table of Contents City of Boynton Beach Bid No.# 023-151-96/VSMG Letter of Interest Research Atlantica, Inc. -Company Profile Research Atlantica, Inc. -Previous Clients Research Atlantica, Inc. - General Information Research Atlantica, Inc. - Licenses Research Atlantica, Inc. - Staff Resumes Jane S. Day Sandra L.-Norman, Ph.D Susan P. Krassy Teresa Van Dyke Deliverables Fee for Service Utilization of Boynton Beach City Staff Tentative Project Schedule Required Documents - City of Boynton Beach 1 2 4 12 13 14 16 17 18 19 19 20 20 23 3080 N.W. 99th AVENUE, CORAL SPRINGS, FLORIDA 33065 (305) 943-1935 · FAX (305) 943-2012 February 20, 1996 Mr. Michael W. Rumpf, Senior Planner The City of Boynton Beach Post Office Box 310 100 E. Boynton Beach Blvd. Boynton Beach, Florida 33425-0310 Dear Mr. Rumpf, In response to your "Request for Proposals Bid No.# 023-151-96NSMG" for an historical and architectural survey of the City of Boynton Beach, Florida please find a Proposal for Professional Services, a profile of my firm, a summary of our qualifications, a budget, and a timetable as requested. I understand that the project involves an intensive level field survey of Boynton Beach, the evaluation of approximately one hundredand fifty sites and a final report including planningrecommendations. Two sets of MaSter Site File Forms and six copies of the report will also be included as per the specifications of your grant award from the Florida Department of State, Division of Historical Resources. Research Atlantica, inc. has had similar experience conducting surveys for the City of Homestead, the City of Pompano Beach, the City of Pahokee, and the Town of Gulf Stream. We have also worked for Archaeological Consultants, Inc. of Sarasota, the Delray Beach Historical Society and the Historic Palm Beach County Preservation Board in a similar capacity. We are an approved sub-contractor for the Florida Division of Transportation's Historic Preservation/Environmental Division and meet the qualifications and standards set forth by the U.S. Secretary of the Interior (36 CFR 61) and the Florida Division of Historical Resources. The team of professionals that will complete this survey for the City of Boynton Beach will include Jane S. Day, Susan P. Krassy, Teresa Van Dyke and Dr. Sandra Norman. All of the architectural analysis will be reviewed by Research Atlantica, Inc. President Jane S. Day who holds a degree in Art History and who is currently the Landmark consultant to the Town of Palm Beach. Dr. Norman will conduct the educational' and public hearing aspects of this project. The team from Research Atlantica, Inc. can begin work on the Boynton Beach Survey immediately and we anticipate that the May 15, 1996 grant deadlinewill be met. Because we are a full service office rather than just an individual consultant we offer the assurance that a staff member will always be available to support the city with the granting process. Thank you for the opportunity to submit this propoSal. The City of Boynton Beach Survey is an important project and we look forward to working with you on this and all your future preservation needs, if you have any questions concerning this Proposal please call me at the telephone number listed above. Sincerely yours, · ;lane S. Day / President SPECIALIZING IN HISTORICAL STUDIES Research Atlantica, Inc. 'Company Profile Research Atl&ntica, Inc. is an historical consulting firm based in Coral Springs, Florida Most of the company's work is concentrated in central and south Florida and the Bahamas. The firm is a partnership of three women, skilled in various areas of history, architecture, and historic preservation. Since 1989 Research Atlfintica has specialized in the management and preservation of historical resources in Florida and the Caribbean. Working with the private and public sectors, the firm investigates, documents, and publicizes our valuable historical heritage. Services Research Atlfintica offers expertise in the following areas: - Historic site surveys and preservation planning - National Register nominations, Florida Master Site File forms, and local landmark designation reports - Investment tax credit certifications - Grant writing - Museum exhibit research, public information brochures, tour guides, and historic marker programs - Archival research, oral histories, and photography In addition to our wide range of services, individual members of Research Atl~ntica's team have special areas of interest and experience in art history, Bahamian history, Black history, Caribbean studies, grantsmanship, and industrial archaeology. Research Atl~ntica's services focus on the clients' concerns. We work cooperatively with municipal agencies, non-profit organizations, preservation boards, and private individuals. Our projects range in size from an individual site to historic districts; from a city block to an entire county. We have a high rate of success and our reports have met with approval by local, state, and federal reviewing agencies. Qualifications Research Atlfintica's highly trained personnel meet the qualifications and standards set forth by the U.S. Secretary of the Interior (36 CFR 61) and the Florida Division of Historical Resources. Additionally, the firm is an approved sub-contractor for the Florida Division of Transportation's Historic Preservation/Environmental Division. As a group of dedicated professionals, we offer thorough research and the highest quality final product. 2 The attached resumes detail the professional experience and expertise of individual partners. As indicated by the resumes, Research Atl~intica's partners are active, in public speaking and publishing historical reports and journal articles. Equipment Research Atl~intica in all' its I survey, uses a FormWorx program which allows for personal KXP4450 laser printer, using WordPerfect 5.1 software. Research Atl~intica will provide its clients t° the I/esearch Atl~intica (305) Experience and References The attached list of proiects conducted by Research Atl~tntica provides an overview of the variety of work which the firm has undertaken. It includes clients' names and telephone numbers which may be used for references. 3 RFSEARCH ATLANTICA, INC. CURRENT AND RECENT PROJECTS CONSULTING SERVICES PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: PRESERVATION CONSULTANTS Since 1992; RENEWED 1995/1996 Town of Palm Beach Write and present local historic designation reports to the Town Council and Landmarks Commission. (Twenty three sites designated as of Jan 1995) Review design guidelines for all' Certificates of Appropriateness. Plan and coordinate yearly Preservation Celebration. Tim Frank, Planner/Projects Coordinator (407) 838-5430 ARCHAEOLOGICAL, HISTORICAL & MOLECULAR STUDY OF 17TH CENTURY BAHAMIAN GENETIC ISOLATE Since 1993. University of Miami School of Medicine Research genealogy and history of Bahamian Anglo-Saxon population and relate to current genetic studies and DNA testing. Lisa Baumbach, Ph.D., Assistant Research Professor (305) 547-3997 FEMA PHOTOGRAPHIC DOCUMENTATION Federal Emergency Management Agency, United States Government HABS photographic documentation of hurricane damaged structure due for demolition. Maggie Hood (305) 876-1807 COCONUT GROVE CEMETERY CONSTRUCTION Coconut Grove Cemetery Association Oversee design and installation of coral rock wall at historic cemetery. Project includes archaeological testing at site. Esther Mae Arrnbrister (305) 445-2126 . BRAMAN CADILLAC AND BRAMAN BMW BUILDINGS Braman Management Association Historical and architectural assessment of two potential historic sites. Stephen Helfman, P.A. (305) 854-0800 Robert Bernsl~in (305) 576-2051 "BIMINI BY THE SEA" (VIDEO) Destiny Productions Script editing for historical accuracy. Alan Saperstein, Director (904) 377-5392 4 PROJECT: Client: Scope of Services: Contact: "FROM 'C' TO INLAND 'C' - CLEWISTON TO CANAL POINT" Palm Beach County Planning Department Conducted research for brochure about historic sites and video taped an historical feslival funded by a Florida Endowment for the Humanities grant. PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: OF BLACK PIONEERS IN WEST PALM BEACH" of Palm piOneer residents; historical overview Preston Tiltman, President (4O7) 833~2 HISTORIC PRESERVATION PROJECTS RESEARCH Bill WesCoR, Preservation Engineer Sheldo . McCartney Construction Company clients interested in current .historic preservation tJ ) 744-1:404 Sheldon McCartney (305) 463-4446 INDIAN RIVER COUNTY COURTHOUSE Indian River County Historical Society HistOrical and architectural assessment of historic site. Millie Bunnell (407) 231-1441 NATIONAL GEOGRAPHIC PHOTO RESEARCH National Geographic Maga,~ine PhotographiC research for Everglades' article. Susan B. Welchman, Illustrations Editor (202) 857-7141 HISTORIC SITES SURVEYS PROJECT: Client:. Scope of Services: Contact: CITY OF HOMESTEAD, FLORIDA City of Homestead Survey of hisloric sites located within the City of Homestead, historical research and architectural documentation. Tammy L. Reed, Director Community Development, Planning and Zoning. (305) 247-1801 ext. 296 5 PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: TOWN OF PALM BEACH, FLORIDA Town of Palm Beach Survey of archaeological sites located within town limits, review and upd ate of Florida Master Site File forms, and recommendations for ~reservation. (in cooperation with The Archaeological and Historical Co! Tim (407 CIT City Sur' ard Lusi (305 CIT~ city Sur~ arcl Ken (407 STA FLO'. STA' STA' STA' Flori, Inc. Surw Roy Mari servancy) Frank, Planner/Projects Coordinator ) 838-5430 OF POMI~ANO BEACH, FLORIDA of Pompano Beach 'eY of historic sites located within city limits, historical research and itectural documentation. Dende-Gallio, Planning Director 786-465O OF PAHOKEE, FLORIDA of Pahokee ey of historic sites within city limits, tectural documentation. Schenck, City Manager 924-5534 historical research and FE ROAD 700 - LAKE, VOLUSIA AND MARION COUNTIES, ?,IDA ['E ROAD 441 - LAKE AND VOLUSIA COUNTIES ['E ROAD 44 - CANAL POINT, FLORIDA ~E ROAD 438 - ORANGE COUNTY, FLORIDA ia Department of Transportation and Archaeological Consultants, .~y of historic sites along roads impacted by construction projects. ackson (FDOT) (904) 487-1435 )n Almy (ACI) (813) 955-6875 BAN City, SurvE docu~ Victo Lesli~ TOW Delra Surw archi' Barba (407) KER'S ROW - DELRAY BEACH, 'FLORIDA Delray Beach and Leslie DivoI1, Inc. of his~ric neighborhood, research and historical/architectural !entation. Johnson (407) 243-7280 Divoll (407) 835-9362 ~l OF GUL~~, FLORIDA Beach Historical Society of t'tistoric sites within town limits, historical research and .~cturat documentation. ra Ba , 243_02~ President 6 PROJECT: Client: Scope of Services: Contact: PALM BEACH COUNTY, FLORIDA Historic Palm Beach County Preservation Board Phase I of county-wide survey of historic sites. John Johnson, Director (407) 395-6771 HISTORIC PRESERVATION PLANS PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: COCONUT GROVE CEMETERY Coconut :Grove Cemetery Association Survey of cemetery, historical research, and preservation recommendations. Tucker Gibbs, Attorney (305) 856-2711 CANAL POINT/LAKE HARBOR PRESERVATION PLAN Palm Beach County Planning Department Identification of historic resources, historical overview of area, development of comprehensive preservation plan. Vicki Silver, Senior Planner (407) 233-5300 HOLLYWOOD PRESERVATION PLAN City of Hollywood Planning Department Identification of historic resources, historical overview of city, development of comprehensive preservation plan. Robert Daniels, Supervising Planner (305) 921-3471 NATIONAL REGISTER NOMINATIONS/INVESTMENT TAX CREDIT CERTIFICATIONS PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: CITY OF HOMESTEAD - MULTIPLE RESOURCE NOMINATION City of Homestead National Register Nomination for Krome Avenue Historic District and other individual sites. Elly McKuen, Planning Associate City of Homestead (305) 242-2438 PALMETTO HOTEL - VERO BEACH, FLORIDA Anders Nyquist, owner National Register nomination for historical and architectural site. (listed 1991) Contact: Anders Nyquist Indian River Investment Realty (407) 321-1930 PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: CRANE POINT HAMMOCK - MARATHON, FLORIDA Florida Keys Land & Sea Trust and Archaeological and Hist~orical Conservancy Inc. National Register nomination for historic, architectural and archaeological site. (approved by Florida Review Board, 2/1991) Dr. Chuck Olson (FKLST) (305) 743-3900 Bob Carr (AHC) (305) 545-4229 OLD DILLARD SCHOOL - FT. LAUDERDALE, FLORIDA (consultants) Broward County Black Historical Society National Register nomination for historical and architectural site. (listed 1991) Lucy Thomas (305) 765-6878 CAp's PLACE - LIGHTHOUSE POINT, FLORIDA Tom Hasis, owner National Register nomination for historical and architectural site. 1990) Tom Hasis (305) 941-2345 (listed BRYAN HOMES/CHART HOUSE - FT. LAUDERDALE, FLORIDA Chart House, Inc. Appeal for certified historic site status and investment tax credit. (approved 1989) Tim Halverson, Director of Finance Chart House, Inc. (619) 755-8281 MUSEUM SERVICES PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: -TED SMALLWOOD'S STORE Ted Smallwood's Store, Inc. Design concepts, fabrication and installation of museum exhibits. Lynn Smallwood McMillin, President (813) 695-2989 SPANISH WELLS HISTORICAL MUSEUM L. Marvin Pinder Design concepts, fabrication and installation of historical museum in Spanish Wells, Bahamas. Marvin Pinder (809) 326-0086 PROJECT: Client: Scope of Services: Contact: "HISTORY THROUGH NATURE" - CHILDREN'S WORKBOOK Loxahatchee Historical Museum Design concepts and text for. children's workboOk to accompany permanent museum exhibit. Susan Clark, Director (407) 747-6639 GRANT APPLICATIONS PROJECT: Client: Scope of Services: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Contact: PROJECT: Client: Contact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: "THE MARIAH BROWN HOUSE" Coconut Grove Cemetery Association Prepared grant application for submission to Metro-Dade County, MiamL Florida. Awarded $62,000 October, 1994. "THE MARIAH BROWN HOUSE" Coconut Grove Cemetery Association Prepared grant application for submission to Metro-Dade County, Miami, Florida.-Awarded $I00,000 January, 1994. Rev. Cn. Ronald Fox, President (305) 373-0881 "THE MARIAH BROWN HOUSE" Coconut Grove Cemetery Association Prepared grant application for submission to the State of Florida, Division of Historical Resources. Awarded $45,000 August 1995. Rev. Cn. Ronald Fox, President (305) 373-0881 "TOWN OF PALM BEACH PHASE HI SURVEY" Town of Palm Beach Prepared grant application for submission to the State of Florida, Division of Historical Resources. Awarded $7,500 November 1995. Tim Frank (407) 835-4617 '"ROESCH/ROSSETTER HOUSE REHABILITATION" Florida Historical Society Prepared grant application for submission to the Division of Historical Resources, Tallahassee, Florida. Dr. Nick Wyrme, Executive Director (813) 974-3815 "COLLECTION AND RECORDS SURVEY" Florida Hisinrical Society Prepared grant application for submission to the Bureau of Archives and Records Management, Tallahassee, Florida. (awarded $9,000, 8/1992; ranked number one of 23 applicants) Dr. Nick Wynne, Executive Director (813) 974-3815 9 PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: C°ntact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: "GENERAL OPERATING SUPPORT" Ted Smallw0od's Store, Inc. Prepared grant application for submission to the Bureau of Historical Museums, TallahaSsee, Florida, (awarded $7,000, 3/1992) Lynn Smallwood McMillin, President (813) 695-2989 "CITY OF SOUTH BAY HISTORIC SITE SURVEY" City of South Bay Prepared grant application for submission to Division of Historical Resources, Tallahassee, Florida. (awarded $3,700 11/1991) Lester Baird, City Manager (407) 996-6751 "PUBLIC EDUCATIONAL EXHIBIT" Ted Smallwood's Store, Inc. Prepared grant application for submission to the Bureau of Historical Museums, Tallahassee, Florida. (awarded $18,000, 6/t 991) Lynn Smallwood McMillin, President (813) 695-2989 "CITY OF PAHOKEE HISTORIC SITE SURVEY" City of Pahokee Prepared grant application for submission to the Division of Historical Resources, Tallahassee, Florida. (awarded $6,000, 6/1991) Ken Schenck, City Manager (407) 924-5534 "SMALLWOOD'S STORE RESTORATION PROJECT" Ted Smallwood's Store, Inc. Prepared special category grant application for submission to the Division of Historical Resources, Tallahassee, Florida. (awarded $54,000, 5/1991) "' Contact: Lynn Smallwood McMillin, President (813) 695-2989 "BOCA BIOGRAPHIES" Boca Raton Historical Society Prepared grant application for submission to the Bureau of Historical Museums, Tallahassee, Florida. (awarded $3,350, 12/1990) Alice McMullin, President (407) 395-6766 "SMALLWOOD'S STORE RESTORATION PROJECT" Ted Smallwood's Store, Inc. Prepared grant application for submission to the Division of Historical Resources, Tallahassee, Florida. (awarded $10,000, 6/1990; ranked number one of 51 applicants) 10 PROJECT: Client: Scope of Services: "ORAL HISTORY AND VIDEO PROJECT" Black HistOrical Society of Palm Beach County , Prepared grant application for submission to the Palm Beach County West palm Beach, Florida. (awarded $2,500, Contact: Preston Tillman, President (407) 833-6429 Research Atlantica, Inc. General Information Research Atlantica, Inc. 3080 NW 99th 'Avenue, Suite 204 Coral Springs, Florida 33065 (954) 943-1935 (954) 943-2012 FAX Contact Person: Jane S. Day, President Business HOurs: Monday - Friday 9:00 am to 5:00 pm Legal Status: Corporation - Subchapter S Incorporated 13 April 1989 State of Florida License K80161 Federal I.D. Number: 65-0124456 Staff: All work will be completed in the Coral Springs Office with four staff meml~ers. All staff resumes are included in this proposal. Jane S. Day 40% Susan P. Krassy 40% Teresa Van Dyke 10% Sandra Norman 10% Computer Application and Final Report: Final reports Will be prepared using an IBM compatible computers, Word Perfect 5.1, and a laser pdnter with interchangeable fonts. Copies can be bound in house. A Master copy and a computer disc will also be provided. Research Atlantica, Inc. is licenses at its corporate headquarters Florida. The company holds a city and county r~cense as required. will be provided as needed. in Coral Springs, Proof of insurance 12 RESEARCH ATLANTICA INC SERVICES HISTORIC RESEARCH 3080 NW 99 AVE 204 ATLAN?ICA INC 204, 8103/95 100.00 96-17579 9/30/96 ***** VALIDATED CITY OF CORAL SPRINGS OCCUPATIONAL LICENSE 8/16/95 :~ NEW I./J ' FORM NO, ' ' o ..{, X~ RENEWAL./ z O NEW ~ STATE OR COUN'I~ CERT/REG it cc 30~0 NW 99 AVE CORAL SPRINGS 330,'65 BUSINESS .PHONE .'.0]0 594-1935 ~'---BROWAFID COUNTY OCCUPATIONAL UCENSE TAX FOFbPERIOD QCTOBER 1, 1995 THRU SEPTEMBER 30, 1996 '" 27 / 279 O TRANSFER. ,~ SEC #1~ DATE BUSINESS OPENED 0 9 / 01 / g 4 .I TAX BACK TAX PENALTY T. C. FEE TRANSFER TOTAL RENEW ON OR BEFORE SEPTEMBER 30, 1996 PENALTIES IF PAID OCT. - 10%I NOV. - 15% DEC. - 20% ~ * After DEC. 31 ~ 25% 'Plus Tax Coltechon Fee of up to $25.00 RESEarCH Based On Cost of License if Paid On or After November 30 1995 ACCOUNT NUMBER ~TL~NTICA INC ' 5 D~Y ~HIS LICENSE MUST NW GO ~¥E BE CONSPICUOUSLY DISPLAYED C 0 I~ ~1~ L S p R I f~ LI~ ~ ~TO.PUBUC VI~ AT THE L~A~ON.~DRESS ABOVE. ' =e~. : - . / , . " O~O~~ ~.~..~. '~COUNIY HZSTOR~CAL't UNITSRESSA~C; aR UN~ ~UE CO~LECTOR ~ ~ 115 S. A~N~ Avenue, Govemmntal Center Annex i FORT ~UDERDA~ FL ~01 0000000000 'SEE BACK FOR TRANSFER INFORMATION PAYMENT RECEIVED AS VALIDATED ABOVE 0000004500 0000002790002696 1201 I.,SO0 O:tO?O8 O? Obaq~ JANE S. DAY 4231 Northeast 23rd Terrace Lighthouse Point, Florida 33064 H (305) 943-1935 FAX (305) 943-2010 Education Florida Atlantic University, Boca Raton, Florida M.A., History, 1994, with honors Goucher College, Towson, Maryland B.A., Art History, 1968 Experience Ms. Day's background in art history is an invaluable asset to the firm's many historic site surveys and architectural assessments. She has successfully listed two sites on the National Register of Historic Places. As the Preservation Consultant to the Town of Palm Beach she has written and presented twenty one reports resulting in local designation and protection. Ms. Day's special interest is the Bahamas and she has established an international reputation as a scholar of Bahamian history. Publications and Conference Presentations 1995 Town of Palm Beach Preservation Celebration: "Owning an Historic Landmark: Yes, You Can Change? The Society for the Four Arts, Palm Beach, Florida. 1995 Palm Beach County Planning Council: "Preservation Palm Beach Style: Respect for the Past, Responsibility for the Future." Henry Flagler Museum, Palm Beach, Florida. 1995 Old School Square, U.S. Trust Lecture Series: "Banker's Row: A Case for Preservation in Delray." The DeWitt Home and Gardens Showcase. 1994 Palm Beach County Historical Society, Palm Beach, Florida: '~ohn L. Volk and the Development of Paradise Island Bahamas." 1994 "Molecular Investigations of a Bahamian Genetic Isolate with Laron Syndrome and Its Relationship to 17th Century Ancestral Remains," with A. Schiavi, W. Cleveland and L. Baumbach, UniVersity of Miami School of Medicine, Miami, Florida. 1993 1990 1990 1990 Bahamas Historical Society, Nassau, Bahamas: "Preacher's Cave: A Preliminary Report." Book Review: "Killing Misl~r Watson," South Florida History Magazine, Fall, Number 4. 'The Bimini Bay Rod and Gun Club," South Florida History Magazine, Spring, Number 2. Bahamas' Historical Society, Nassau, Bahamas: "Bimini Bay Rod and Gun Club: Out Island i4 1989 Tourism during the Roaring Twenties." "Bimini, Bahamas: Hemingway's Island in the Stream," Fall, Number 4. South Florida HiStory Magazine, Professional Affiliations Bahamas Historical Society Florida Trust for Historic Preservation National Trust for Historic Preservation Phi Alpha Theta - International History Honor Society Phi Kappa Phi - National Honor Society 15 SANDRA L. NORMAN 1014 NW 6th Drive Boca Raton, Florida 33486 H (407) 447-2956 Education Brown University, Providence, Rhode Island Ph.D., American Civilization, 1988 M.A., Museum Studies, 1978 M.A., American Civilization, 1976 University of North Carolina at Greensboro M.A., American History, 1975 Lenoir-Rhyne College, Hickory, North Carolina B.A., History, with honors, 1974 Experience Dr. Norman is an Assistant Professor of History at Florida 'Atlantic University. Prior to coming to Florida she was Curator of Industry at Slater Mill Historic Site in Rhode Island. Dr. Norman has extensive experience in museum administration and exhibit design. She was a participant in the Florida Endowment for the Humanities Speakers Bureau in 1991, 1993, and 1994. Conference Presentations 1991 American Studies Association, Southern Conference, Williamsburg, Va.: "Public History as a Hands On Teaching Tool." American Society for Environmental History, Houston, Texas: '~I'he Everglades: Birth, Death and ReBirth," and "Lesotho: An Environment in Peril." 1990 Broward County Historical Commission: "Public History on the Gold Coast." 1989 Annual Meeting of the Society for Industrial Archaeology, Quebec, Canada: "Florida's Industrial Heritage." Professional Affiliations American Association for State and Local History American Historical Association American Studies Association Florida Historical Society Florida Trust for Historic Preservation Society for Industrial Archaeology President, Southern New England Chapter, 1983 National Board of Directors, 1984-1986 16 SUSAN P. KRASSY 765 Lake Drive Boca Raton, Florida 33432 H (407) 393-6197 FAX (407) 393-1996 Education Florida Atlantic University, Boca Raton, Florida B.A., History, with honors, 1988. Certificate in Latin American Studies Miami-Dade Community College, Miami, Florida A.A., Associates of Arts, 1966. Experience Ms. Krassy has recently returned from Bermuda. While overseas she developed educational programs for the Bermuda National Gallery and the Masterworks Foundation in Hamilton, Bermuda. These programs included docent directed tours, lecture series, and special programs for school children. Ms. Krassy assisted in the production of a television documentary about the Forts of Bermuda, and worked with the' Bermuda National Trust on its survey of historic sites. Before attending Florida Atlantic University, Ms. Kxassy was Assistant Manager and Sales Director of Merrill Lynch Realty in Fort Lauderdale, Florida. She was responsible for the performance of eighty sales persons and the day-to-day operation of the office. Activities 1988 Recipient of an English Spea_king Union scholarship to attend Graduate Studies at Exeter College, Oxford, England. Board of Directors of the Educational Department of the Fort Lauderdale Museum of Art. Professional Affiliations Bermuda National Trust Boca Raton Historical Society Phi Alpha Theta International HiStory Honor Society Xi Omega Chapter, Vice President, 1988. TERESA B. VAN DYKE 11234 Taft Street Pembroke Pines, Florida H (305) 435-2684 33026 Education Florida Atlantic University, Boca Raton, Florida M.A., History, 1994 Florida Atlantic University, Boca Raton, Florida B.A., History, with honors, 1986 Experience Ms. Van Dyke is currently the research historian for the Dade County Historic Preservation Division. During the past two years she has prepared more than ten designation reports on local historic sites. Ms. Van Dyke has extensive research experience and is proficient in working with primary sourCes including legal documents~ personal records, newspapers, and maps. Her special area of interest is African American history. Ms. Van Dyke is also a licensed real estate agent in Florida. Publications and Conference Presentations 1991 "Parrot Jungle: The Picture Perfec/Postcard Attraction," South Florida History Magazine, Winter. 1990 "The Carver Village Controversy," Tequesta Journal, Number L. 1990 Phi Alpha Theta Annual Meeting, Tallahasee, Florida; .."The Carver Village Contrc;versy: Black Housing Patterns in Miami, 1951. Professional Affiliations Florida Historical Society Florida Trust for Historic Preservation Historical Association of Southern Florida Organization of American Historians Phi Kappa Phi National Honor Society Phi Alpha Theta International History Honor Society Xi Omega Chapter, Vice President, 1987 Xi Omega .Chapter, President, 1986 3.8 Deliverables: Bid NO. ~ 023-151-96/VSMG Research Atlantica, Inc. will deliver two sets of Florida Site File Forms to the City of Boynton Beach, one set will be sent to Tallahassee per and one will be filed with the Planning Department of the City. File Forms consist of a two page form, original black a~ Forms, but Research Atlantica, in addition to the Florida Site Report. This report will outline descdbe the survey method, ider and make recommendations re(. copies, the consultant will provide Perfect 5.1 ~so that fc of the survey. of the Final ,nton Beach, within the City Word ~d as needed. by the Research Atlantica Boynton Beach about the recommendations contained conclusion of the project at the di will be of at the Fee for Services: Bid NO.~/023-151-96/VSMG Historical Research (150 staff hours x $25/hr.) Florida Site File Forms (150 forms x $25 per form, includes photos) Final Report and Public Meeting (90 staff hours x $25/hr, plus slides & photos) TOTAL PROJECT BUDGET $3750.00 $3750.00 $2500.00 $10,000.00 Utilization of City Staff City staff will be an important part of the Boynton Beach Historical and Architectural Survey. Staff members will be asked to participate in public information sessions, help orient the research team to the survey area, make introductions to city pioneers and knowledgeable citizens, provide mapping, secretarial and reproduction services. Any- USGS maps, tax assessors maps, aerial photos or any other materiaL/information that is readily available at City offices will also be used. Because the staff of Research Atlantica, Inc. is experienced in identifying historic sites and because they meet the qualifications standards set forth in the Code:of Federal Regulation (36 CFR 61) the (~onsultant iwill conduct the actual field work on this project. BoyntOn Beach city staff will be Our Support team. They will helP overcome Problems' arid bring the project to a successful conclusion. BecauSe we are a local consulting firm, we will also be staff will Bi il-96/ for in,kind services as outlined in proposal Tentative Project Schedule The goal of the historic properties survey will be to identify the historic resources in the City of Boynton Beach, and evaluate their architectural integrity and historical significance. This information will provide a data base upon which to make recommendations regarding preservation planning for the city. The data complied may be used for land development reviews, determinations for National Register eligible properties, increasing public awareness of the city's historical heritage, economic revitalization programs and heritage tourism. 1. Public Information Meeting: by March 15, 1996 A Public Information Meeting coordinated by City staff and the Consultant will meet with area residents before the commencement of the project. The purpose of this meeting will be to educate the public, stimulate interest, and encourage public participation in the historic preservation process. 2. Monthly Progress Reports Monthly Progress reports will be submitted to the City of Boynton Beach as scheduled after project initiation. 2O 3.-'Literature Review and Background Research: Complete by March 30, 1996 The initial stage of investigation will consist of a comprehensive review of all pertinent historical :and This With iand ced 4. Field Survey~ Documentation, ,and Inventory: Complete by April 30i 1996 This stage intensive systerr located within the recorded. National U.S. hi~ form of an and the by the every the The a istOric A comprehensiVe final as outlined significant for evaluation, 199~ of the elements ronology of and criteria Two sets ,will be in six 6. Key Consultant: Personnel: Jane S. Day, President of Research Atlantica, Inc. will head the team to conduct the City of Boynton Beach Historical and Architectural Survey. Other personnel will 21 include Susan P. Krassy, Teresa Van Dyke, and Dr. Sandra Norman. Resumes of all personnel are included in this proposal. 7. Public Meeting: To be scheduled by City Staff At the conclusion of the project a Public Meeting will be conducted by Dr. Sandra Norman and members of the Research Atlantica Inc. staff to acquaint the public with Survey results and recommendations. A,slide show will be given and questions will be answered. THE DOCUMENTS ~GE MUST ACCOMPANY PROPOSAL IN ORDER FOR THIS BID TO BE CONSIDERED 'COMPLETE AND ACCEPTABLE STATEMENT OF PROPOSER'S QUALIFICATIONS 13 Each Contractor bidding 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 Proposal document. Failure to comply with this instruction may be regarded as justification~for rejecting the Contractor's proposal. * attach additional sheets giving the information Name of Proposers: Research Atlantica, Inc. Business Address: 3080 NW 99th Avenue Coral Springs, Florida 33065 When Organized: Apd113,1989 Where Incorporated: StYe of Florida How many years have you been engaged in the consulting business under the present firm name? seven years 6. Contracts on hand: *GROSS AMOUNT: *(Each Contract) see additional she~ 7. General character of work performed by your company. * see additional she~ 8. Have you ever failed to complete any work or services awarded to you? If so, where and why? NO Have you ever defaulted on a contract? If so, where and why?* NO THIS PAGE TO BE SUBMITTED ALONG WITH PROPOSAL IN ORDER FOR PROPOSAL PACKAGE TO BE CONSIDERED COMPLETE AND ACCEPTABLE 10. 11. 12. 13. 14. ae Fi nanci al. s tatemen t. ~Experience in performance of work similar 'in importance to th~s project. * see additional sheet Background and ncipal members of your personne~, Credit available. (If requested) List all lawsu~ which related) to · None arose from consultant performance: * occurred wi thin the last 4 years: * provide case number and style. * (If requested). * 14 Dated at: Research Atlantica, Inc. this 22 February day of 19 96 r~tten signature) / Name.'" 'Ja/ne S. Day (printed or typed) Title President THIS PAGE TO BE SUBMITTED ALONG WITH PROPOSAL IN ORDER FOR PROPOSAL PACKAGE TO BE CONSIDERED COMPLETE AND ACCEPTABLE INSURANCE ADVISORY FORM [ .5 ;__.1.~?__ the terms and .~or~.!tions gl this cofltracMe~e/agreement you will be required to have the following ,nr, urance coverage In erTect Outing the term of the contract: [] Comprehensive General Liability with limits o! $ 5 0 0,0 0 0 l'"] Auto Liability with limits of $. [] Workers' Compensation. Statutory Limits Employer's Liability with limits of $100,000/accidenc $500,000/disease; $100;000 each employee Protassional Liability with limits ot $.. 1,0 0 0,0 0 0 Builders' Risk with limits o! $ [] Other:_ $1r O00r 000 P/aggregate for personal injury O~er:,, $500,000 p/aggregace for propercy damage ( m in imum ) (minimum) Addilional Reauirements; The contractor's insurance will be ~imary insurance as respects the City, and the City, its officers, officials, employees and volunteers will also be insured. Ali policies shall be endorsed to state that coverage shall not be cancelied or reduced except after (30) days prior written notice by certified mail, return receipt requested, to the City. ' ' ' ' Upon award of bid, you will be required to submit witllin 10 days the insurance endorsements and certificate included in contract. STATEMENT OF CONTRACTOR/LESSEi- The limits required as slated above are met, or will be upon award of the contract. We agree to comply win all insurance requirements of ~e contract/lease agreement. i~or· Research ^tlantica, Inc. Company Name The fffegoing inslzument was acknowledged before me thi~,da of , - ~ \ , who m known to be the perso~ .[,,..~-.~19~-'.~, . . RiSk Management .%oproved: Date TTgI~__P_A~_ TO BE SUBMITTED ALONG WITH PROPOSAL ' BE CONSIDERED COMPLETE AND ACCEPTABLE IN ORDER FOR BID PACKAGE NONCOT. T.USION AFFIDAVIT OF PRIME BIDDE~ S~ate of FlOdcla County of,, Browarcl : 16 says =hat~ being first duly sworn, deposes and Research Atlantica, Inc. ~) ~e is President of ,. the Proposer that has submitted the at~ached Proposal: 2) He is fully informed respecting the preparation and contents of the attached Proposal and of all pertinent cirCUmStances respecting such Proposal~ 3) Said Proposal is genuine and is ncc a collusive or sham Proposal; 4) Further =he said Proposer nor any of its of Eicers. partners, owners. agents, represents=ives0 employees or par~ies in interest, including ~his affiant, has in any way colluded, conspired, connived or agreed, directly or indirectly with any other Proposer, firm or person co submit a collusive or sham Proposal in connection with the Con=rat= for which the attached roposal hae been submit=ed or Co refrain from bidding in connection with such Contract, or has in any manner, directly or indirectly, sough= by a~re~en= or collusion or co--unica=ions or conference wi~h any o~er Proposer, firm or person to fix =he price or prices in the a=~ached Proposal or of any other Proposer, or co fix any overhead, pro~i~ or cos= element of the Proposal pricer ~he Proposal Price of any other Proposer. or =o secure ~hrouqh any collusion, conspiracy, connivance or unlawful agreemen~ any advantage against the. O~ of ~ynton Beth Local Public Agency) or any person interested in ~he proposed Contract; and 5) The price or prices ~o=ed in =he a=~ach~d Proposal are ~air and proper and are not ~a~n=ed by an~ collusion, conspiracy, connivance or unlawful a~reemen~ on ~he par= of =he Proposer or any of i~s agents, represents=ives, owners, ~ployeem, or parties in interest, includin~ ~his affiant. S~acr~ed ~ ~ ~o b re 1 T~8 PAG~ ~ BB S~~ ~NG WITH PRO~S~ IN 0~ FOR PRO~S~ P~GE ~ BE C~SIDE~ COMPLETE ~ ACCE~B 6. Contracts on Hand (Gross Amounts) Town of Palm Beach, Preservation Consultant Town of Palm Beach, Historic Sites Survey City of Homestead, National Register Nominations Restoration of Mariah Brown House, Consultant University of Miami School of Medicine $22,000 $11,50O $ 8,550 $ 9,000 $ 2,OOO TOTAL _$53,050 7. Character of Work See: "Research Atlantica, Inc., Current and Recent Projects" 10. Similar Work HISTORIC SITES SURVEYS PROJECT: Client: Scope of Services: Contact: CITY OF HOMESTEAD, FLORIDA City of Homestead Survey of historic sites located within the City of Homestead, historical research and architectural documentation. Denny Gibbs, Community Development, Planning and Zoning. (305) 242-2426 PROJECT: Client: Scope of Services: Contact: TOWN OF PALM BEACH, FLORIDA Town of Palm Beach Survey of archaeological sites located within town limits, review and uPdate of Florida Master Site File forms, and recommendations for preservation. Tim Fravak, Planner/Projects Coordinator (407) 838-5430 PROJECT: Client: Scope of Services: Contact: CITY OF POMPANO BEACH, FLORIDA City of Pompano Beach Survey of historic sites located within city limits, historical research and architectural documentation. Lusia Dende-Gallio, Planning Director (305) 786-4650 PROJECT: Client:. Scope of Services: Contact: CITY OF PAHOKEE, FLORIDA City of Pahokee Survey of historic sites within city limits, architectural documentation. Ken Schenck, City Manager (407) 924-5534 historical research and PROJECT: COUNTIES, Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: PROJECT: Client: Scope of Services: Contact: STATE ROAD 700 - LAKE, VOLUSIA AND MARION FLORIDA STATE ROAD 441- LAKE AND VOLUSIA COUNTIES STATE ROAD 44 - CANAL POINT, FLORIDA STATE ROAD 438 - ORANGE COUNTY, FLORIDA Inc. Survey of historic sites along roads impacted by construction projects. Roy Jackson (FDOT) (904) 487-1435 Marion Almy (AcI)i(813) 955-6875 BANKER'S ROW - DELRAY BEACH, FLORIDA City of Delray Beach and Leslie Divoll, Inc. Survey of historic neighborhood, research and historical/architectural documentation. Victoria Johnson (407) 243-7280 Leslie Divoll (407) 835-9362 TOWN OF GULFSTREAM, FLORIDA Delray BeaCh Historical Society Survey of historic sites within town limits, historical research and architectural documentation. Barbara Baker, President (407) 243-0223 PALM BEACH COUNTY, FLORIDA Historic Palm Beach County Preservation Board Phase I of county-wide sUrvey of historic sites. John Johnson, Director (407) 395-6771 11. Experience of Personnel See attached Resumes 17 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 proposal sheet making it an official part of your Proposal response. ( ) BLACK ( ; HISPANIC (X) WOM~N ( ) OTHER (speci fy) Do you possess a Certification qualifying your business as a "Minority Owned Business "? X 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 ALONG WITH PROPOSAL CONFIRMATION OF DRUG-FREE WORKPLACE 18 IDENTICAL TIE BIDS: Preference shall be Given to businesses with druG=free workplace programs. Whenever two or more ] to price, qUality~ and cal subdivision 'ved from a .ace program shall be given process for processing tie bids will be followed if none of the tied vendors have a drug- free workplace program. In order to have a drug-free workplace program, a business shall: 1) 2) 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. Inform employees about the dangers of drug abuse in the workplace, the business's PoliCy of maintaining a dru~-free workplace, any available drug counSeling, rehabilitati°n, ~and employee assistance programs, and the penalties that may be imposed upon e~Dloyees for drug abuse violations. 3) Give each employee engaged in providing the commodities or contractual services that are under Proposal a copy of the statement specified in subsection(I). 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 Proposal, 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. A~ the person authorized to sign the statem~t, I certify that this firm oomplies fully with the above requirements. THIS PAOE TO BE SUBMITTED ALONe'WITH PROPOSAL IN ORDER FOR PKOPOSAL PACKAGE TO BE CONSIDERED COMPLETE AND ACCEPTABLE ANTI - KICKBACK AFFIDAVIT 19 STATE OF FLORIDA COUNTY OF PALM BEACH ) : SS ) I, the undersigned hereby duly sworn, depose and say thaL no portion of the sum herein Proposal will be paid to any employees of the City of BoynLon 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. Sworn_and subscribed before me this 'c~ day of'~_~ By: NAME'- SIGNAT~ Flor~~ "OFFICIAL NOTARY SEAL" STAMP Printed Information: Jane S. Day NAME PreSident TITLE Research Atlantica, Inc. COMPANY THIS PAGE TO BE SUBMITTED ALONG WITH PROPOSAL IN OP. DER POH P~OPOSAL PACKAGE TO BE CONSIDERED COMPLETE AND ACCEPTABLE CITY OF BOYNTON BEACH, FLORIUA PROPOSER ACKNOWLEDGEMENT 20 Submit Bids To: PURCHASING DEPARTMENT 100 E. Boynton Beach Boulevard P.O. Box 310 .ch, Florida 33425-0310 ~375-6322 Hailing Date (City): Proposal Title: RFP: PROFESSIONAL HISTORIC CONSULTANT Proposal Number: BID NO. # 023-151-96/VSMG Proposal Received By: Bids will be opened in the Purchasing Department unless specified otherwise Proposal opening scheduled for- and may not be withdrawn within ninety (90) days after such date and time. Ail awards made as a result of this Proposal shall conform to applicable sections of the charter and codes of the City. Resea~hAtlantica, Inc. Name of Vendor: A Corporation of the State of: F~orida Area Code: 954 Telephone Number: - - 3080 NW99th Avenue Hailing Address: Coral Springs, Florida 33065 City/S~ate/Zip: Hand Delivered 2/22/96' Vendor Mailing Date: 943-1935 /~u~orized Signature~ Jane S. Day Name' TTDed THIS PAGE TO BE SUBMITTED ALONG WITH PROPOSAL EXHIBIT !! 2 !! Historic Preservation Grant Award Agreement Attachment A General and Special Conditions Governing Grants and Administrative Instructions for Historic Preservation Project Accountability For Advanced Payment State of Florida Department of State, Division of Historical Resources ~//LY, 1992 Introduction and Definitions In accordance with the provisions of Chapter 267, Florida statutes, the Division of H~storical Resources, Department of State is responsible for th~ administration of a comprehensive program of historic preservation activities in Florida, and is authorized to participate in and receive funding assistance from the Federal historic ~ National Park Service, as authorized by the as amended. Major funding State funds authorized by annual apportionment of Federal historic pre 'ation program administered by the States Department of the Interior Historic Preservation Act of 1966, the overall program is derived from Florida Legislature and from the ral funds to Florida through the program. The award and administration of grant-in-aid assistance for historic preservation projects to be carried out by public agencies, preservation organizations or individuals at the local level is one element of the State's comprehensive historic preservation program. Grants are awarded from funds available in the Historic Preservation Trust Fund established under authority of Section 267'.0617, Florida Statutes. These funds may include a part of the funds apportioned annually to the State, as well as funds riated f~r this purPose by the State Legislature and fu~ s contributed from other sources. The cost of administering historic preservation project grants is included in the overall costs of the comprehensive program, and is supported in part by the annual apportionment of Federal funds. Continued eligibility for Federal funding assistance requires that the State's comprehensive historic preservation ...... istered in accordance with Federal taws, program ~ ~' ' regulations, and conditions, as well as those of the State of Florida. The General and Special Conditions Governing Grants and the Administrative Instructions for Historic Preservation Project AccOuntability contained herein are intended to inform grantees of and assure grantee compliance with the Federal and State recuirements applicable to historic preservation project grants. Definitions "Allowable project costs" are the direct costs in cash expenditures and value of in-kind donations that are necessary to the accomplishment of authorized project work, incurred during the project period, and properly documented in accordance with the Department's Administrative Instructions for Historic Preservation Project ~ccountability. "Authorized project work" means those activities described in Section I of the grant award agreement or in a fully executed amendment thereto. ,, State State of Florida, Department of cal~Resources. "Grantee' named i , or individual effect date specif of time beginning on the !and ending on the :ment. "Project funds" refers al expended in connection with derived from State or FederalS'grant sources, pUblic or private, kind. [nts available for or .zed Project work, whether ~re: or local matching Share in cash or in- "Project period" means the of time beginning on the effective date of the~( and when the project completion~re is approve the Depart~ or on the date otherwise in the grant awa ~eement or any amendment thereto. 2 General and Special Conditions Governing Grants Ail expenditures in connection with projects approved for assistance under the historic preservation grant program are subject to the provisions of Chapter 267, Florida Statutes; the National Historic Preservation Act of 1966, as amended; other applicable State and Federal laws, rules and regulations; the general conditions listed below; and special conditions affixed to project grant awards. Requirements of participation in the program may be waived only by a written notification from the Department. Any such waiver must be explicit; no waiver may be inferred from the fact that the grant award is responsive to a grant application which may have contained material inconsistent with one or more of these conditions. Applicability These conditions are applicable both to the grantee and to any consultants, contractors, or employees to which grant-in-aid funds are paid. Failure by the grantee to comply with the conditions of grant assistance will be considered to be noncompliance. A. General Conditions Grantee Publicity Requirements. In order to insure a wide public awareness of historic preservation in general and of local preservation projects, the grantee shall meet the following requirements regarding publicity of his/her project: At the outset of the project, a news release identifying the project's specifics including source(s) of grant funds, name of the pro]ect, along with its nature and benefits to the community shall be sent by the grantee to local print and electronic media. Sometime during the course of the project, the grantee shall by letter inform elected public officials, including state officials, mayors, and city and county commissions of the nature and benefits of the project. ee Upon completion of the project, the grantee shall issue another news release to local print and electronic media and a second letter (as above) to public officials. There an effort on the part of the grantee ~age publication of One or more feature stor thegrantee's )r television program of at 'evidence regarding .stories shall f a copy of any newspaper or magazine articles; or letter ~ to newspapers, ines or televisl( story; or or te!evislon that effort was succ~ the De tothe made. In any case the gr~ a copy of any written sta broadcast. Lent the or ent of when any television story was re an effort, wh~ the grantee, to source of grant project) to the other public ~abititati~ or sh, d also make in the - gment of the of~the through a dedication or )me nature. Federally fUnded promotional shall ~contai substantially as publiCatio historic National 'or, HiStoric Pre: Resources, by the However, the Department o: names or commerc2 Ail news releases and to the project of grant,assistance, .Ilows: ~'This project (or nanced in part With assistance provided by Department of the the Bureau of of Historical of. State, assisted Advisory Council. and.opinions do not views and opinions of the ~r or the P!iorida ~, nor does the mention of trade products constitute endorsement or r(commendation by the Department of the Interior or the Florida Department of State. This program receives Federal financial assistance for identification and protection of historic properties. Under Title VI ofl the Civil Rights Act of 1964 and Section 504 ofi the Rehabilitation Act of 1973, the U.S. Department of the Interior prohibits discrimination on th!e basis of race, color, national origin, or hanldicap in its federally assisted programs, iIf you believe you have been discriminated against in any program, activity, or facility as described above, or if you desire further information,, please write to: Office for Equal Opportunity, U.S..Department~of the Interior, Washington, D.~.! 202401" ge State funded projects: A!i news releases and promotional materials relating to the project shall cont~ain acknowledgement of grant assistance, sUbstantially as follows: "This project (or publication) has been by of State, assisted Advisory Council. andopinions do no~ the opinions of ~ent of St the m~ ti ~ names or s e e~ or rec [on by the ida Depa] of State.;~ to the in writi Amendme~ at its request the Ail amendments :eement f¢ project shall be fu] executed by thereto. be by , either upon approval of the written the ntee. Changes without nt of the grai make chi of the pre e project work or stipulated in the grant award agree~ changes ~which t result in a dev] intent the legislation which autk the In the euent of uncerta: should ferred to the Department determination. Project Work. Th~ grantee may not, ~ award agreement, ect which would' services as ~nt or make any ~tion from the )rized the award of ~ty, questions for final Extension of Grant Period. No extension of the grant period i!n excess of Six (6) months o~ beyond the period of availiability of appropriated gran~ funds will be authorized. 5 ?imeliness of Work. The grantee shall cause work on the project to be commenced within a reasonable time not to exceed days after the effectivedate The grantee shall project work to and within the ~iiod. assure that and completed -standards and se rE comply with the conflict of , including In addition, .nt who is to take part in or other project to such in which he or or in which or any ing as an employee or lng any uch interest. period ~member or ~ in two or more funds, and percentage ~ for g any part other id to solicit or t or ~e, brokerage, or fee. For breach or of this the Dep~ shall have the right to oF, at its .on, to deduct or otherwise the full amount ission, percentage, 6 10. 11. brokerage or contingent fee, or to seek such other remedies as may be legally available. Use of Individual Consultants. No project funds shall be used for the payment of. fe~s to individual consultants without the written authorization of the Department. The procurement of individual consultant services must be justified and documented in accordance with the Administrative Instructions for Historic Preservation Project Accountability contained in Part II herein. In above regular organizat ns any project funds or funds from other consultant .or other fee to, or travel employees of the State or Federal nt fOr lectures, attending program functions, or any other activities in cgnnec~ion with the project. Civil Rights Compliance. The grantee will assure that the project is administered i the Civil Rights Act of 1964, as and Section 504 of the Rehabilitation Act of 1973, as amended. Title VI of the Civil Rights Act of 1964 st no person will, on the g r, or national origin, be excluded from in, be denied :fits of, or be ot~herw~.se sub' ~ted to under any program Or activity receivin~ Federal financial assistance. Section 504 of the Re~ititation Act of 1973 re~ qualified handicapped individual is sol~ reason of ha excluded from participation in, denied the of, or subjecte~ to d tion under any activity receiving Federal inancial assistance. Every grantee is required to submit an Assurance of Compliance (Form DI-1350). No grant may be made without an Assurance of Compliance .~ If.any real property, or structure thereon is Led or improved With the aid of Federal financial a,~ .ance, this assur~ will obligate the grantee~ or the case of any of any eree, for the period ing real or structure is used for a purpose for which the Federal financial assistan ext (see B.2 and 3 below), produced ~al funds shall contain ~scrimination contained in paragraph A.l.h. above. 7 pa st~ i2. Discrimination in Employment Prohibited. In all hiring or employment in connection with the project, each employer (1) will not discriminate against any employee color, ts are 13. nt i .s:ions. ~, be grant but are of uding Its or ly .~s a the of nor )jeCt require or from s not 14. project funds for 15. a tion act other [tical Les. Tee of the State whose activity amended its stated 16. be No ~rt of the proje shall indirectly, for any 'telegr phone, Printed or written matter, or other device, or designed to influence in any manner a 8 17. 18. 19. Member of Congress or the State Legislature, to favor or oppose, by vote or other~wise, any legislation or appropriation by Congress or the State Legislature, whether before or after the introduction of any bill or resolution proposing such legislation or appropriation as proscribed in 18 USC 1913. ' Safety Precautionsand Liabiliity. The Department assumes no responsibility with~respect to accidents, illness, or claims arising out of any work performed under a grant supported project. The grantee is expected to take necessary steps to insure or protect itself and its personnel and to comply with the applicable local, State or Federal safety standards, issued pursuant to the National Oct of 1970 (see 20 CFR indemnify and hold any and all claims or demands for any: personal injury o~ property damage resulting, occu] arising out of any work thi: ias provided and limited Law. uniVersit The grantee shall maintain auditable adequate to account for all receipts of p~oiject funds, both cash and in- compliance with the Instructions for Historic PreservaTion ity. The grantee is required to sihgle Audit Act of 1984 for State or or the audit requirements for Office ~ Budget Circular A-i!!0 for non-profit organizations. Reports, Records, and Inspections. The grantee will submit financial~ program progress, evaluation, and as required by the Department and will ma. property, personnel, financial, and other accounts as are deemed necessary by the De assure proper accounting for all program ee, its consultants and contractors on-site inspections by Department re and will effectively require employees to such information as, in the judgement of the De~ representatives, may be relevant to a qb compliance with grant conditions and the e~ ~eness, legality, and achievements of the program. 20. 21. Examimation of Records. The Secretary of State of the State of Florida and the State Auditor General, or any of their duly authorized representatives, shall have [rammatic a papers, and records of ti the grant at all ~ three cl prior notice ccess to ~ial the and with 22. are )rial ~ations, or 'ks of any which ~nt or rt by grant the and Federal tranSlate, copyrightable m~ by the copyright. and use all ~ial based on su the grant similar ly upported by nge for uch of grant State and agents, their and Id for State data or covered 10 Ce The grantee shall not include in the subject data any copyrighted matter without the written approval of the copyright owner which provides the State and Federal Governments with the written permission of the copyright owner for the State and Federal Governments to use the material in the manner provided in b. above. Nothing contained in the foregoing shall imply a license to the State and Federal Governments under any patent or be construed as affecting the scope of any license or other rights otherwise granted to the State and Federal Governments under any patent. unless otherwise limited below, the State and Federal Governments may, without additional compensation to the grantee, duplicate, use, and disclose all subject data in any manner and for all purposes whatsoever, and-allow others to do so. Notwithstanding any provisions of any grant or specific limitations concerning inspection and acceptance, the State and Federal Governments shall haVe the right at any time to modify, remove, obliterate, or ignore any marking not authorized by the terms of a grant on any piece of subject data furnished under the grant. 23. Compliance with Environmental Protection Laws and Regulations. No project funds shall be used for project work involving ground disturbance, modification of land use patterns, new construction, or other known or potential alteration of the natural environment that does not conform to State and Federal laws and regulations relating to protection of the natural environment, including but not limited to: the National~ Environmental Policy Act of 1969, as amended, 42 USC 4321 et. seq., establishing nation!al policy goals and objectives ~for protecting and enhancing the environment; Df the Coastal Barrier Resources Act prohibiting acquisition and development activity on coastal barrier islands; 11 2'4. 25. 26. the Coastal Zone Management Act of 1972, as amended, 16 USC 1451 and the State's Coastal Zone Management plan; oon ating to the prevention, pollution; Execut. flood ; 11988 relating to evaluation of Order 11990 relating to the protection and ge Paint Poisoning Protection Act, as 4801 et. sea., prOhibiting the use of lead-based paints in residential structures. The grantee will ensure that the ~ ownership, lease, or supervision that will be ut~ d in the accomplishment of any project )r subcontracts of $100,000 or more are :ed in the Environmental Protection Agency's list of Violating Facilities (see 40 CFR 15). Grantees must the Department of the receipt of any EPA indicating that a facil ~ilized in any such project is under .on for listing by EPA. Ener~ ma' work. The grantee shall promote energy lize to the maximum extent Le the most energy efficient equipment, [on'methods, and operating in the accomplishment of project Convict LabOr. The grantee or its contractors may utilize the labor of State prisoners in authorized work release, parole.or probation programs in the accomplishment of work. In accordance with Executive Order 11755, no person undergoing a sentence of be employed on grant 27. Minority Businesses. The grantee shall encourage greater economic opportunity for minority business enterprises, as defined in Chapter 288.703, Florida Statu~eS, in accomplishment of project work. To the maximum extent possible, the grantee and its consultants or contractors will take affirmative steps 12 to assure that minority businesses are used as sources of supplies, equipment, construction, and services. Affirmative steps shall include but not necessarily be limited to the following: (i) inclusion of qualified minority businesses on solicitation lists; (2) the assurance minority businesses are solicited whenever they are identified as potential source; (3) the division of total requirements, when economically feasible, into small tasks: or quantities to permit maximum participation of minority businesses; (4) the establishment of reasonable delivery schedules when feasible, so as to encourage participation by minority businesses; and (5) utilization of the services and assistance of the Small Business Administration and the Minority Business Development Agency of the U. S. Department of Commerce. Grantees shall report utilization of minority business enterprises for Federal reporting purposes. B. Special Conditions Applicable to Acquisition and Development Projects. The following special conditions apply to grant assisted projects involving the acquisition, preservation, protection, restoration, rehabilitation, stabilization, or construction of a site, building, structure, or object. !. Relocation Assistance. In projects utilizing grant funds derived from Federal sources, the grantee will comply with the reauirements of Title I! and Title III of the Uniform Rel6cation Assistance and Real Property Acquisition Act of 1970, 42 USC 4601 et. seq., which provides for fair and equitable treatment of persons displaced as a result of the grant assisted project. 2. Maintenance and Public Benefit Covenants. In projects utilizing grant funds derived from Federal sources, the grantee shall ensure the execution of an appropriate deed covenant or letter of agreement, acceptable to the Department and legally enforceable by the State of Florida, providing that the owner or owners, or their 13 successors in interest, if any, shall be responsible for the maintenance of and public access to the assisted property for a period of years commensurate With the amount of grant assistance, as follows: a. grant - 5 years; b. grant assistance of $25,001 to $50,000 - 10 years; grant assistance of $50,'001 to $100,000 - 15 years; d. grant assistance over $100,001 - 20 years. Either a letter of agreement between the owner and the Department or a:ideed Covenant running with the land may be executed if the grant assistance involved is $10,000 or less. If grant assistance exceeds $10,000, a deed covenant is required. The appropriate document must be executed and in force~priorito.~the payment of any grant funds by the Department to the grantee. The grantee shall confer with theiDep staff.regarding the specific provisions of prior to its final execution. Public Access to For properties assisted where interior public access provisions are required, and which are not regularly open, to :the public on a continuing basis, the property mu: d~ year on an times owner e dates and times public. This not~ :e sE ~ of a gene or area in Ann~ :umentati of sue by the State Histo~ Prese] term of pre~ grantee:is res for in any covenant or preset' keeping such documentation ~the public no less than 12 ~paced basis and at other The grantee will require the to publish notification giving is open to the .ished in appropriate Lon newspaper covering the property is located. will be maintained Officer during the agreement. The g this requirement ~ agreement, and for .le. 14 Accessibility for the Handicapped. The grantee shall ensure that the grant assisted property meets the requirements of the Americans with Disabilities Act, Public Law 101-336; Section 255.21, Florida Statutes; and Part V, Chapter 553, Florida Statutes regarding accessibility for the handicapped. Specifications for project work must conform with the "Specifications for Making Buildings and Facilities Accessible to, and Usable by,. the Physically Handicapped,, published by the American N~tional Standards Institute and The Secretary of the Interior's Standards for Rehabilitation. Flood In~ flood If the project site is located in a hazard ~re~, the grantee shall ensure insurance for grant assisted properties. total cost of uninsurable facilities, suchlas ~ dams, and of the land it of available to grantee under the National Flood Insurance Act, whichever is less. The required insurance premium during the grant period is an allowable project cost. The term of the insurance coverage will be for the length of the economic or useful life of the property as deflated by the terms of the maintenance and ' administration covenant requirements. Whenever flood insurance is available to cover a facility during construction, the participant will obtain coverage as soon as the facility becomes insurable. Coverage is construction progresses Where a project includes an insurable impr:ovement only as a small and incidental portion of the {oral project, flood insurance is not required if the value of the insurable improvement is less than $10,000. An example would be a combination project of which the total project cost of $I00,000 includes only $5,000 for insurable improvements. Flood insurance is not required on any State-owned property that is covered under the State's policy of self- insurance. 15 6. Project Signs. When grant assistance is provided for acquisition or development work, a project identifiCation sign will in a prominent location ject site wh of ] and ~ spec word 'shall~ .nimum of ructed ect ~The sign ce: ASSISTANCE PRO¥ID£D, BY THE ~ZSTORZCAL [ PR£SERVATZON ADVISORY= COUNCZL," · he cost ~dent maint( ~ANT bY, SiON OF BY THE ~ISTO~IC 16 P~ART I I Administrative Instructions for Historic Preservation Project Accountability These instructions are intended to assist historic preservation grant recipients in meeting the accounting and public benefit requirements of the historic preservation grants- in-aid programs administered by the Department. Grantee Administrative Records and Reports Grantees are responsible fOr maintaining financial records and project progress reports as outlined below. These records and reports shall be retained for a period of three years following completion of the project, or until such time as any litigation, claims, or audit questions arising from examination or audit initiated prior to expiration of the three year period are finally resolved. All grantee project records and r~ports are subject to public disclosure under the provisions of Chapter 119, Florida Statutes, and the Freedom of Information Act, 5 USC 552. Financial Records. Financial records, must be adequate to account for the receipti and expenditure of all project funds, and to demonstrate compliance with required procedures. Gran~ee financial records are subject to audit by State auditors. Inadequate, incOmplete or incorrect project financial records.may result in ineligibility for grant assistance. Financial records shall include, but are not limited to: Documentation of Project Funds. Project funds include the total amount of cash and in-kind values available to defray the direct costs of the project. They consist of the grant assistance share provided bv the Department plus the local matching share provided by the grantee. Grant Assistance Share. Grant assistance is authorized to pay a percentage of'allowable project costs, within the dollar limits of the grant, as specified in the grant award agreement. Grantee finanCial records shall include complete documentation pertaining to the application for grant assistance, the award of the grant, the grant award agreement, and the receipt and deposition o~ grant funds. 17 b~ Local Matching Share. Local matching share may be provided in the form of cash expenditures or the value of materials and services donated in-kin~ authoriZed proj from any the Florida. y to Co Fun~ ). ring (i.) a ed to Recei recorded as they occur. be (2) )~ ~d at the ~ the services provided by the esslon or trl be valued at rat for Similar work in area. (3) Donated ~alued at the d it value a~ the t~ of donati!on, whichever is less. Documentation of Procurement Procedures. All procurement o d services in connection with grant as~ .s must be made in a manner so as to provide maxi ion. ~POsitive efforts must be made to ut zei smal firms:, minority owned firms, and women's business enterprise~, and to procure goods and services from labor surplus areas. a. Procurement Methods (1) Small Purchase Procedures. 'Goods and services less than $10,000 mav order, acceptance of vendor proposal, or other sound and appropriate procurement document, provided that: 18 (2) (3) (4) (a) cost quotations and proposals are received from three or more vendors; and (b) the goods or services involved are adequately described and specified. Competitive Negotiation. Except as provided in subsection (4) below, professional services costing less than $10,000 may be procured by competitive negotiation procedures whereby proposals are requested from three or more competitors whose ions are evaluated and ranked, and the .alified Competitor is selected, subj fair and reasonable competition, provided that: (a) the request for proposals is publicized notiCes in newspapers or trade of local circulation, in ~n to individual solicitations; and (b) the request for proposals identifies all significant evaluation factors and their relative importance. Competitive Sealed Bids. Except as provided in subsection (4) below, contracts for the procurement of goods and services costing, in aggregate, $10,000 or more shall be let on the basis of sealed bids solicited through formal advertisement in newspapers of local or area circulation. Advertisement for bids shall include: (a) notice of the time and place of public bid~opening; (~b) instructions for obtaining detailed bid documents or procurement specifications; and (c) a statement that public funds are involved. Exceptions. Commodities or services available only from a single source may be excepted from the above bid requirements, with prior written approval of the Department. Further- more, commodities and services may be pro- 19 cured by competitive proposals when competi- tive sealed bidding is not practical or is not advantageous to the State, but only with prior written aPproval of the Department. serv ~ssiona .ral, engineering, and surveying :ted through competitive Stipulated in the Act," the personnel appro shall of documE to: It is essential that carried out by and experience project. Grantees the bid or.proposal contractors, qualifications ed. Such but not be limited resumes of academic training and employment in the applicable field; (2) evidence of possession of required licenses or business permits; and (3) evidence ~f any previous experience in projects of a similar nature. Contract Provisions. In addition to provisions defining a sound and complete procurement contract, any grantee shall, ensure that the following contract ins or conditions are included.in it con~racts and subcontract~ to. the project: (z) Contracts other than small purchases shall contain provisions or conditions which will allow for administrative, contractual, or legal remedies in instances where contractors violate or breach contract terms, and provide for such sanctions and penalties as may be appropriate. (2) Ail contracts shall contain suitable provisions for termination by the grantee, including the manner by which it will be effected and the basis for settlement. In 2O (3) (4) addition, such contracts shall describe conditions under Which the contract may be terminated for default as well as conditions where the contract may be terminated because of circumStances-beyond the control of the contractor. All contracts and subcontracts awarded by the grantee and its primary contractors shall assure equal employment opportunity. All contracts (except those awarded by small purchases procedures) awarded by grantees ~hall include a provision to the effect that the grantee, the Department, or any of their duly authorized representatives shall have access to anY books,'.documents, papers, and records of the cOntractor which are directly pertinent to that speCific contract, for the PurpOse of making a~dit, examination, records final are ct three years after grantees make and all other pending matters (5) (6) (7) Ail contracts involving construction work shall include provision for compliance with the Copeland "Anti-Kickback,, Act, 18 USC 874, as supplemented in Department of Labor regulations, 29 CFR Part 3, prohibiting employers from inducing any person employed to give up any part of the compensation to which he or she is otherwise entitled. All contracts involving the research, preparation, and publication of data shall include notice of the conditions relating to copyrights contained in paragraph I.A.22. Ail Contracts in excess of $100,000 shall cOntain provisi · ~ons for compliance with the Clean Air Act, 42 USC 1857(h); Section 508 of the Clean ter. Act, 33 USC 1368; Executive Order 11 and Environmental Protection Agency re .ations, 40 CFR Part 15, prohibiting the use of violating facilities. Contract Pricing 21 (l) Procurement by small purchase procedures or competitive negotiation methods may be priced on either a fixed-fee or cost-reimbursable basis. (2) Procurement by the competitive sealed bid- method shall ~e priced on a firm-fixed-fee basis. (3) Procurement based on cost-plus-percentage-of- cost o ction-cost contracts sha~ ' lctuded in determining al ect costs. so Documentation The gran the Depar' any contract to the Department. following items to or compliance with to the execution oS :work: (!) doc ici upon di the for proposals or applicable bid ;truction plans and - to be submitted ication; (2) a summary of the basis for submitted upon process; and or bids received and or selection - to be .on of the selection (3) a copy of the finl submitted for Department prior grantee. to be by the execution by the Documentation of Project Costs. The grantee shall submit reports on a quarterly basis which must include a Request for Advanced Payment for the first three quarters, a Quarterly Project Progress Report for each quarter just.completed, and ia'QUarterly Expenditure Report for each qUarter just completed; Paymen~ of the next quarterly installment will not be delayed for review of the ired financial documentation except for the final y payment. Determination of Allowable Project Costs. The total project cost submitted by the grantee might contain expenditures that are not allowable zn determining the eligible costs in accordance with the grant award agreement. The Department will 22 review each Quarterly~Expenditure Report, and make its determination of the eligible costs on the basis of the following criteria: (1) Allowable project costs shall include: (a) costs incurred by contract for procurement of goods and services approved by the Department in accordance with II.A.2.e above; (b) costs incurred by properly documented small purchase procedures; (c) costs incurred by the grantee for the following items applied directly to authorized project work: accounting: the cost of establishing, maintaining, and auditing financial accounts; ii. communications: specific charges for telephone, telegraph, or other communications services; iii. employee salaries and benefits; iv. materials and supplies; procurement services: the cost of advertising, solicitation, processing, and administration of procurement contracts; vi. reproduction: the cost of limited reproduction of reports, forms, and project documents; vii. travel: the costs of travel, lodging and subsistence at rates no~ exceeding commercial coach fares or current mileage and per diem rates allowed by the state. (d) the properly documented value of donated services and maEerials. (2) Costs not allowable shall include: 23 (a) project costs incurred outside the project period; (b) costs of goods not procured in ed procurement procedures described in II.A.2 above; (c) c:osts or val;ue of in-kind donations not properly docUmented as described below; (d) costs incurred by the grantee other than thc in II.A.3.a(1) above, or no related to the project; and (e) joint incurred for common or tivities of the grantee. Documentation of Grantee Direct Costs. Grantees shall provide a detailed listing of each expenditure in. the Quarterly Expenditure Report, which contains the following information: (1). check number; or if a cash expenditure, a copy of the receipt must be submitted; (2). check date or date of cash expenditure; expenditures overlapping the grant period must be prorated; and (3). the purpose of each expenditure; stated clearly and in sufficient detail for the Division to determine if the expenditure is allowable; Detailed backup documentation does not need to accompany the Quarterly Expenditure Report. However, grant-related financial records must be available upon request during a period of three years following completion of the project, or until all claims or audit findings have been resolved. Documentation Of Donated Values. The value of donated materials and services is not eligible for grant funds, but is allowable in determining the grantee matching share. Documentation of donations shall include lists of individuals donating services or materials, indicating the total hours of volunteer services donated in the accomplishment of authorized project work and the type and fair value of the donated materials. 24 Transfer of Grant Funds. Grant funds shall be transferred to the grantee in four'quarterly payments. Payment for the first quarter shall be transferred upon receipt by the Department, of the grantee's Request for Advanced payment form. Grant funds for the second and the third quarters shall be transferred after receipt of the Advanced Payment Request form and Quarterly Expenditure Reports and Quarterly Progress Project Reports. The final quarterly payment will be transferred to the grantee upon completion of the grant project and submission and review of a properly documented Final Quarterly Expenditure Report and Final ect Progress Report, and a determination b the grantee has complied with all terms of the Grant Award Agreement. The fourth quarterly payment cannot be transferred to the Grantee prior to the fourth quarter. Se Incremental Payments: The total of grant funds -transferred to:the grantee in response to requests for incremental payments prior to final completion of the project work shall not exceed seventy-five percent of the amount reserved for the project as stated in the grant award agreement. Final Payment: The total of grant funds transferred to the grantee following final project completion, including all funds previously transferred in incremental payments, shall not exceed the amount, of the grantee's actual cash expenditures in payment of allowable project costs. Project Progress and COmpletion Reports. Grantees shall document their work by the timely submission to the Department of required project reports as outlined below. In addition, grantees shall submit such other reports as may be necessary to support any requested changes in the scope of project work or to advise the Division of unforeseen circumstances affecting the administration or execution of the project-. Reports Required for Ail Projects. A Quarterly Project Progress Report is required for all grant assisted projects, regardless of the type of work involved: Quarterly Prolject Progress Report - to be submitted at .the end of each quarter within the grant period. It should be submitted in 25 conjunction with the Quarterly Expenditure Report. ThiS report shall: (1). in Lcipated .on of the (2) - of initial=news releases public officials - Final- to be sl :ompletion of all with the al. This report (1). a brief~ description of work accomplished during the previous two months; (2). a condi ;any unusual problems or any unusual r techniques Ce (3). a des project costs; and explanation of any es between the budget and the actual (4). such other comments as may be deemed appropriate; (5). a statement of the total cost of all project work; (6).. copies of final news releases and letters to public officials; and (7). description of any economic benefits aChieVed from the project. Quarterly Expenditure Report - to be submitted at the end of each quarter within the grant period. Quarterly Expenditure Report - Final- to be submitted within 30 days of completion of all projec~ work. 26 Specific Provisions Relating to Institutions of Higher Education. Grants awarded to a publicly, financed college or university (other than for-profit institutions) shall be administered under the provisions of Office of Management and Budget Circular A-il0, "Grants and Agreements with Institutions of Hiqher Education, HosPitals and Other Nonprofit Organizations.,, , Documentation of Grantee Direct Costs. Documentation in support of a request for payment of the costs of materials and services provided by the grantee, including those procured by small purchase procedures, shall include: ao copies or written evidence of a certified audit conducted in accordance with State audit ' requirements, of all allowable expenses paid through an institution of higher education, pertaining to the project work for which Payment is requested; and b. copies of all vendor invoices or statements, pertaining to the project, as well as all cancelled checks or copies thereof, or other evidence of expenditure for all allowable activities or supplies which are not paid for through an institution of higher learning. Transfer of Grant Funds. Due to the time necessary for the performance of the audit specified in II.C.l.a. above, payment of project costs will be made in response to a grantee,s invoice prior to receipt of the certified audit. The grantee shall repay to the Department immediately any expenses which the certified audit reveals as unallowable or overpaid. 27 EXHIBIT II 3 I! ATTACHMENT PLANNING A~iD OUIREMENTS FOR COMPLETION OF SITE FORMS Page 1 Historical and archaeological survey projects funded with historic preservation grant-in-aid assistance require lhe submission of a Final Survey Report, Survey Log Sheet, and Florida Master Site File forms. This detailed historical information will be kept in state archives for many uses by state agencies, corporations, scientists and historians, and the general public. ' For ali survey projects, a Survey Log Sheet (cop)' and directions enclosed) must accompany the Final Survey Report. If standing structures are recorded, a Historical Structure Form must be completed for each (cop3' enclosed), and if archaeological sites ar' recorded, an Archaeological Site Form (copy enclosed) must be completed for each. These forms are distributed by the Florida M aster Site File, a ~ateMde archive for historical structures and archaeological sites in th~ Bureau of Archaeolo~cal Research, Division of Historical Resources, of the Florida Department of State. As an alternative to paper submission of information, the Master Site File encourages project manac~ers to submit site forms in computer readable form; this procedure has advantages for many projcc[~ and for the Site File as well. Consult with the Supervisor of the Florida Master Site File for more information. Forms must be completed to professional standards, as specified indetailed' ' rnan~lsf' of_L:Ce Master Site File (Guide to the Historical Strucntre Form, and Guide to the Archaeol%eica! Site ~-Z~orrff7. both available on request). The most important requirements, however, are summarized below; failure to meet these criteria will usually force the Master Site File t0reject the forms. Requirements for Every Historical Structure Form * Label eve~ separate item making up the form with state or recorder number. * Collate elements of individual forms (photo. map, etc.) together; attach to one another or enclose in folder or envelope. ~ Showstatus of information on the Master Site File (either never recorded b,.for.~ ~ or update of r~rior record, Mth file number). * Furnish township, range, section, quarter section, and quarter-quarter. Evaluate/justify the significance of the structure by Natmnm Re,star criteria: as ~somted s~tc. as part of dirtier, at the local level. Identify' the primary., collector of data for the form. Give the erect date of field work. Research .fi'.e origfnal and present uses of the structure. Research conslruction completion date or a reasoned estimate. Give the FULL street address (number, compass direction, name, and type). Identify the city or to,an or specie, ~unincorporated.' Identify the most in,quential architectural style. Identif;, the exterior fabric(s) of structure. ATTACH ARCHIVAL BLACK & WHITE PRINT AT LF-.~ST 3X5: FRONTAl_ VI EW. ATTACH USGS IYL4.P, photocopy of 7.5 minute map with site location pinpointed in dark red. ATTACHMENT Page 2 HISTORIC PRESERVATION GRANT-IN-AID PROJECTS REQUIREMENTS FOR COMPLETION OF SITE FORMS Requirements for Every Archaeological Site Form ' Label every separate item making up the form with state or recorder number. * Collate elements of individual forms (photo, map, etc.) together; attach to one another or enclose in folder or envelope. * Show status of information on the Master Site File (either never recorded before or update of prior record, with file number)i * Furnish toWnship, range, section, quarter section, and quarter-quarter. * Identify the city or spcdfy "unincorporated." * EvalUate/justify the significance of the site by National Register criteria: in isolation, as part of a possible district, and at the: local, level. Identify. the primary collector of data for the form. * Spec e site. * Map, subsurface tests (how dug and. hog, screwed) used to should be tied to one or more permanent * Specify and count each possibly :diagnostic artifact type observed or collected. * List the archaeological ~ultU;al Phases (justified by diagnostic artifacts and othex information on the form). If their relative locations ~e known, plot on a large scale map, tied in by measurements to one or more permanent benchmarks. * Specify repositories for field notes, photographs, and artifacts from the field work. * ATTACH USGS MAP, photocopy of 7.5 minute map with site location pinpointed in dark red. Contact Information for the Florida Master Site File While questions on the administration of the grant should be directed te the Grants and Education Section (904-487.2333), questions about the Survey Log Sheet, the Historical Structure Form, or the Archaeological Site Form should be directed to: Florida Master Site File DMsion of Historical Resources R. A. Gray Building 500 South Bronough Street Tatlahassee, FL 32399-0250 904-487-22~ · SURVEY NO. * TITLE SURVEY LOG SHEET FLORIDA MASTER SITE FILE Verai~a 1.3:10/~89 Plotted?, y N AUTHOR(S) ARCHAEOLOGIST/HISTORIAN AFFILIATION PUB. DATE PUBLICATIONINF----~--~ KEY WORDS/PHRASES DESCRIBING SURVEY (max of 30 columns each) CORPORATION, GOVERNMENT UNIT OR PERSON SPONSORING SURVEY NAME ' ADDRESS ~ TOTAL NUMBER OF PAGES IN REPORT DESCRIPTION OF SURVEY: NUMBER OF DISTINCT AREAS SURVEYED MONTH/YEAR DATES FOR FIELD WORK: START /L THRU TOTAL AREA ha/ac tF CORRIDOR: WIDTH m/fL LENGTH TYPE OF SURVEY" (Use as many as apply): architectural OTHER TYPE (S): METHODS EMPLOYED (Use as many as apply): --pedestrian _shovel test _extensive exc~v. _auger sur~e~. _remote sensing _windshield OTHER METHODS- SCOPE/INTENSITY/PROCEDURES __archaeological . underwater .. k_m/mi _unknown _archival _tes= excav. _posthole coring ' ' _local informt --surf.exposrs .._Probing. SITES Significance discussed? y N PREVIOUSLY RECORDED SITES : COUNT-- -- Circle NR-elig/signif site nos: 'LIST NEWLY RECORDED SITES : COUN------T COUNTIES: LIST USGS MA~ (S) TOWNSHIP/RANGE (list all township/range combinations eg, 04S/29E) RE~S (Use reverse if needed): OUTLINE OR HIGHLIGHT SURVEY AREA ON FDO.T. COUNTY HWY MAP. ATTACH OR PHOTOCOPY ONTO BACK OF FORM. ' * For use of Fla. Muter Si~e Fi'lc'only: Div 'of Historical Resources/P. A Gray Bldg/500 S. Bronough S~/Tallaha~see, FL 32399-0:~50 DIRECTIONS FOR THE SURVEY LOG SHEET FLORIDA MASTER SITE FILE The Florida Master Site File of the Division of Historical Resources is the central repository for information on historical structures and archaeological sites in Florida. The report collection is used by and ,ate File. The state m Log Sheet ~'equests that all manuscripts and survey reports submitted y/Manuscript Log Sheet; reports sponsored by a Log Sheet. Having the author of the surve' the t of the data being entered onto th~ uts bound into the text of a survey report, the form doubles as a good summary. Directions for filling out the Survey Log Sheet are attached. Please note that each numbered step of the directions corresponds to a numbered section of the example Log Sheet. have any questions or problems with the Log Sheet, Tulie or Marion Smith at the Division of Historical Gray 00 South Br(~nough Street, Tallahazsee, Florida 32399-0250; phone: (904) 487-2299, OM 277-2299. Directions.are keyed by numbers to the example SURVEY LOG SHEET. Please type. 1. Leave blank; will be filled in by Site File staff. 2. Leave blank; will be completed by Site File staff. 3. The complete title as it appears on the title page. 4. Last and first names and middle initial of author(s). 5. Record the name(s) of the person(s) who conducted or 'directly supervised the field work for the survey. Circle "archaeologist" or "historian" to identify their profesSion. 6. The name of the company, agency, or institution the archaeologist or historian was employed by (often different from the agency for whom the work is done--see #11 and #12). Also give the city where the organization is located. If AAA Archaeology contracted to do archaeology for the Dept. of Better Government, put AAA Archaeology and its city here. 7. Year the report was published or distributed. 8. Number of pages in the report, including appendices. 9. Record the name of the publishing company/agency or, if unpublished, the company/agency producing the report and the city where it is located. Version 1.0, 10/89 Directions keyed to the example Log Sheet, continued page 2 10. Key words and phrases are used to find relevant surveys in file searches. List words or phrases in the report's text or ~itle Whiehw6Uld help identify the survey in searches and computer-generated indexes. Include words or phrases describing the survey regardless of whether or not~ they appear in the report's title. , E~amples of key words and phrases include project name, survey topic, time period, site lype, site name or geographic area. (County is recorded in #22 and should not be used a~-a key word.) 11-12. The name and address of the organization for which the. survey was conducted. If AAA ArchaeOlogy contracted for survey work with the Dept. of Better Government, Put here the Dept. of Better Government, Neonville. 13. Record the number of areas (separate tracts) surveyed. l,~. Write the month and year the field work started and the mo~th and year it ended. 15. State the total area of the survey in hectares (ha) or acres (ac), circling the unit of measurement used (metric is preferred). 16. If a corridor of land was surveyed, record its width in meters (m) or feet (ft) and its length in kilometers (kin) or miles (mi), circling the unit used (metric is preferred). 17. Mark the type of survey conducted. All surveys must be categorized as archaeological and/or architectural Underwater surveys should be marked both archaeological and underwater. CULTURAL RESOURCES is unacceptably vague. If purely arehi~al, indicate that in the "Other Types" field. 18. Cheek off the research methods used during the survey. "Remote sensing" includes aerial photography, satelJite imagery, magnetometry, and r. esistivity. 19. Specifications of the intensity, scope, and field methods used for the survey. Also, survey reports should note whether specific categories of sites were ignored (e.g., twentieth century sites, sites lacking prehistoric pottery, buildings newer than 1940). The attached sheet shows an example for an archaeologicaI survey. 20. Did you evaluate significance of sites by National Register criteria (Yes or No)?. 21. Record the number of already known sites encountered during the survey and list them individually by site number. Circle the site numbers of sites judged to be National Register eligible or significant. 22. Record the number of new sites discovered during the survey and list them individually by site numbers. Circle numbers if National Register eligible or significant. 23. List the counties in which the survey was conducted. 24. List the USGS quad maps which cover the survey area. 25. List every combination of township and range which occurs in the surveyed area. For example, 24S/llE, 25S/12E. 26. Remarks pertaining to the survey as a whole, e.g., evaluation of effectiveness of field methods used. 27. Outline or highlight the survey area on a Florida Dept. of Transportation highway map or a USGS 1:24,000 topographic map. Attach an 8 I/2" by 1 l" copy of the outlined area to the survey log sheet or photocopy it onto the back of the form. Be sure the map name appears on the copy. This map does not replace more detailed maps that may be needed to document differential survey methods, site testing, etc. ~,,(~ survey No. * SURVEY LOG SHEET' ~'~P'~'~tted?* FLORIDA' MASTER SITE FILE L~.-- Y- Ve~ion 1.3:10/89 T!TT,E ~tur~ Resources Su~ey of the S~shine Development Corporation ~RI ~t Ross P~d? M~ion County~ Florida i .  AUTHOR ( ) S N ,PUB. DATE %PORATION, GOVEPdq/CENT UNIT OR PERSON SPONSORING SURVEY AME 33702 DESCRIPTION OF SURVEY- NIIMBER OF D] TYPE OF SLrRVEY~se as many as apply) architectural OTM~R TYPE (S): METHODS EMPLOYED (Use ~_p.edestrian extensive excav. remote sensing 1 ,12,/1988. kin/mi . ~ica! underwater as many .as apply): i~h~n, known'-, x_archival: '- x_shovel test"' ' test exca~.' '~osthole ~ _auger sur~ey --coring .mlocai inform --windshield X~_surf. exposrs ~probing OTHER METHODS SCOPE/INTENSITY/PROCEDURES (~ 100% of area maooed was walked by crew s~ac,d, no more than. 20 meters apart ..~-~'In, : judgemental high probability areas (see maps bound into volume) 50 x 50 cm ~u.=~ j screened tests placed on 50 meter grid; further testing done if hits (see site forms). Units due to subsoil, Usu~-]]y 50..cm SITES Significance discussed?' y_.X /~ircle ~l,j~-elig/signif site nos: PREV'IOUSLY .RECORDED SITES : COUNT 2-- LIST ~) 8 MR 1!!11, 8'MR 11112 NEWLY RECORDED SITES : COUNT ~3 COUNTIES: ~ Marion USGS MAP (S)~ Dunnellon~ SE LIST bMR 33333, b }-~ 33334,. ~_~}TOWNSHIP/RANGE (list all township/range combinations eg, 04S/29E) 17S/20E, 17s/igE ~~ (Use reverse if' needed): (~) Heavy.. timber-cutting machinery has already rutted Darts of all sites t0~h of ~0 cm. . ~ OUTLINE OR HIGHLIGHT SURVEY AREA ON FDOT COUNTY HWY. MAP. ATTACH OR PHOTOCOPY ONTO BACK OF FORM. -./ 0 Page I // ,c~ ~ ARCHAEOLOGICAL SITE ~ Original~~/ FLORIDA SITE FILE ~ Update W~on 2.0 ?m SITE NA1VIE(S) PROJECT NAME O~]:TI'P _ pivate-pro~t _private. nonpmra _ private-individ _ priv-umpetifd TWP RANGE SECTION · ,'A , '~-~ USGS MAP NAME NEAREST CITY [ UTM: ZONE ADDRF.~S/VICINITY NA.ME OF ~LIC TRACT (e.g., park) _ wetland freshwtr _ wetland salt/tidal OTHER STRUCTIm~ OR FEATUR~ .eemeterylgrave _ mound umpecflled _ sUbmrfaee features _ d~np/retuse _ ptmtefion _ sm'fate scatter _ au-thwort~ _ ~, florin mound _ wai FORM Site #8 Recorder # Field Date Form Date / / /./ /DIST #8, [SURVEY # -- nnknown .? _y _n n FUNCTION _ none specified _ ettrnefive site _ imbitatn/homestead _ farmstead _quarry DENSITY -- nnlrnown _ ningle artifact _ diffuse ~catter d~me scatter >2/m2 var~e densit7 ABORIGINAL _ Alachua _ Bdle Glade I _ Bede Glade H _ Belle Glade HI _ Belle Glade IV _ Glada~ I unspee _ Leon-Jefferson _ St. JoIms Ia _ (~.ades Ha _ Malabar I _ St. Johns lb _ Glades lib _ Malabar H _ St. J~m I umpetif _ O. ad~ nc _ ~--~-ote _ st. Jam lia _ Mount Taylor _ St. Jalms I~ _ Norwood _ Orange _ Paleo-lndian _ ln~u~-ola _ Belle Glade nmlm: _ Glades II umpee _ Cades Pond _ Glades Hla _ Deptford _ {~..ndes ILrb - Early Ar~h~;e_ - Ghdes IHc _ Early Swift Creek _ (;aad~ HI =nap _ Smi: Colonization _ Sani: 1st War to 2d _ S~mi: 2d War to 3d _ Semi: 3d War on _ _ ?rnmifional _ Weeden ~ I _ Weeden Inland H _ St. Jolma H umpecif - Weeden Inland unsp _ St. Johm Un~l~tified - prdKstorc nonceram _ Santa ~ _ ~rlc cer~m~ _ Sa~a Rosa-Swift Crk. _ i~'d,lste~ umpeclf OTItER ~ comma plases are ~ot cb,,,-klkted. For ~iste~ s~ aso zi~ spa:~ aates ~r known) Potentially eHg. for local designation? _,yes no insuff, info Individually eli& for Nat. Register? _yes _no insuff, info Potential contributor to NR district? _yes no -insuff. info EXPLANATION OF EVALUATION (Required if ev-ahmted;-limit to 3 lines; attach full justification) RECO~ATIONS FOR SITE. Page 2. ARCHAEOLOGICAL SITE FORM Site #8 Division of Historical Resources. Florida Department of State ' ~i-'?:i: . ~ :~ ..., ' ~>.~..~"- :~":'~¢ ~;~:~-~?``~:::~:~%~:~-::~:~:<~:~:~:~:~:.:~-:~:<~:~:~:~:~:~:~`:~ <<-:-.'-~ -~: ~.~:.~.~dr ,, ,.~,..~.. ~:<.~ ,,, ~ ~T~rrl~ 'r~"r~"~ei~v~ .......................... ~ ~-~--~-~,- .......... ~:<.:.:~:~:~:~.:`~`~:~`~::~:~:`~-~?;:~:~:.~-~`~~`:~:~:~:~::~:~:~?.~-:~:~:~:~:::~+:~:~:-~:~:~:::::~:~:~:~:~: .... _ no field check _ expesed ground _ screened shovel [ _ bounds ualmown _ remote smsing _ unscreened shovel _ iltemmre search _ posthole digger _ none by recorder _ imp exposed ground _ screeaed shovel _ informam report _ mager-siae:~ _ lit~ature search _ pesthole digger _ block excavations _ remote seas/ag _ unscr~n~i slmvel _ informant report _ auger-size: estimate or guess Number, size, depth, paltem of units; screen size ~ - ' ' ' ' ......... ;'~ ............................................. ~ ............... :.~..~::.`.¥:?~¥:~?~::::::::~<.`..`.¥.~.*:~:..~:~:?::.`:::~*.:::.~::::~....:~:~`~:~:i:~i~i~:~...~i~:::::~ii:i:i:::i:~i~:~i~:~i~:~:~:~~!:~:~:~:!i EXTENT S~ze (m) Depth/stratigraphy of cultural deposit .................................................. ¥'*':':':'"'~:'::~:¥:':":"'~¥~:¥'**:':"¥"-":~*~:~*-":~ TEMPORAL INT-ERP~T----~'~-~ Components: ~e p~o~ a~e .~ob ,,.~a~e -,~ti~e ~certa~ INTEGRITY Overall disturbance: none seen _ minor _ sub~m~ _ major _ redeposited Disturbances/threats/protective mea~res _ destroyed-document! AREA COLLECTI*~D m2 Surface: ~uai~__, total area. m2. Excavation: gunits ~ .."!!!~:' ~:!~ ~ ~.:' ?.!.- ~ ~..:~?:~.:~::~!`~.`~:~`~:.:~::~.~...~...:.:~....~:.~:~.~:..`~ ................. .................... ~,.,~.~.,~x.~ ..~..~.~.~:<.×..-.:-:~:...:~..:~::::::::-.:::::::¥~::.:::::::~:-:~.~:.~.:.::9f~~::<.>.>.~<.~:$>:<~.:~..>:~.:::c:~: :-: >: .:..:.:.?.:.?.::::~:.::::c-:.>:-:..'-:.:.:.::.:..::,. :-:~:::-:-:.~:::::-:~.:-:-::.:'~::'::::::::::::::<:. TOTAL ARTIFACTS # tCnount or ~'~':-- '-~ ~-""~ .... : ............................... '" ........ ::'~"::::¥-::~:~*";*:~*'::-¥-':."*~.'-'~-¥-~:'"~-'.:-":?~"? ~--, ~.-.,~a~. ~ ~ur~ace// Subsurface # ............... COLLECT/ON STRATEGY ARTIFACT/FEATURE CATEGOR/ES _ --t~,nvu _ umelective (all artifacts) _ umpecifi~ _ daub _ nonlocal-ezotic _ bone-tmspecif _ seleetiva {some artifacts) _ lithlcs, aberlg'! _ brick/bidg marl _ metal, nonpreciom _ unworked shell _ uncollected _ g~_eral (not by subarea) _ ceram~411orlg'l _ glass _ bone-human _ worked shell - controlled (by subarea) - ce~m~-mmabo precious metal/coin bone-animal Other (Strateay, Categories). - - _ subsurf feats DIAGNOSTICS (Type and frequency) 1 5 N= N= 6 N=~ N--~ ? ..... N=~ 8 N=~ N--'~ N=~ 9' N=~ N fresh w .......................... ~'=-"'~*'~- ................... :--'-'-':~'-'-'~' *¥~:.*:- '-'.'.':.'-::--'.'::-:':-'* ............... ::-' ............. :-'-'-":~.:-' ............ ~.:.'. Natural community, J-flS[. [m/tU/Dearlng LoCal vegetation' ' Topography Present land use SCS soil series Soil .association Elevation m/ft ~OS. (Field notes, artifacts/accession nos, photographs/negative nos.) MANUSCRIPTS OR PUBLICATIONS--~-~-'TI~'. SITE (if unpub., give FS'------'-'-~ ~e # or location-~-- RECO.I~..ER(S): Name/Addr./Phone Aff'diation or FAS Chapter LARGE SCALE MAP: ~'=2~O,o,-,- ~. · · . · , · ' NARRAIlvI DEscRIFrIOn/c ' '6 s.. e, ~ nuaca aaaifionat meets with deadled information or with continuations. REQUIRED: USGS MAP OR COPY WITH SITE LOCATION, EXTENT MARKED Page 3 srl~ NAME NATURE OF SITE A. SUPPLEMENT FOR SITE FORMS Site # ~standing structure ~archaeologicnl site .__both NARRATIVE DESCRIFrION OF SITE (Use back and continuations if necessary) B. DISCUSSION OF SIGNIFICANCE (Use back of page and continuations) C. HISTORY AND BIBLIOGRAPHY OF PAST WORK AT SITE (Use back and continuation'sheets) FI~. S~te lrlJe, Div. of Hist. Resources,Gray Bldg,500 S Brono~lx,Tnllahzssee. FL ~2399-0250~-2299/Sm~om 277-2299 l~age SUPPLEMENT FOR FSF SITE FORMS Site #8 Page 1 Ori a Update HISTORICAL STRUCTURE FORM FLORIDA SITE FILE Version 2.0 7/92 Site//8 Recorder # Field Date Form Date / / / / 1 SITE NAMES (addr. ~m) SURVEY NATIONAL REGISTER CATEGORY [MULT. LIST. #8 IS UR VEY # ~sta~ctute __district __site ADDRESS (Include N,S,E,W; st., ave., etc.) CROSS STREETS nearest/between NEAREST CITY/TOWN COUN2~ SUBDIVISION NAME OWNF.&x~FI'I'P _..priva~e-profa __priv*nonprofit _.priv-indiv NAME OF PUBLIC TRACT (e.g., park) ROUTE TO IN CURRENT CITY LIMITS __yes no TAX PARCEL # ..... BLOCK LOT NO. ._.priv-mspe~fied __city ~cowaty __state __federal __~ml~owa USGS 7.5' MAP NAME TOWNSFITP RANGE SECT. 1/4 1/4-1/4 IRREG. SECT.? y n lVTM: ZONE-"13-17 STING I I"'T'T ! ! o--T-' NO. THING t l I I I PLAT OR OTHER MAP fMap's name, location) STYLE STRUCTURAL SYSTEMS FOUNDATION: Types EXTERIOR FABRICS EXTERIOR PLAN NO. STORTF$ ROOF: 'rypes Secondary strucs. (dormers etc.) CRIMNEY: No. Materials WINDOWS (types, materials, and placements) Materials LOCATIONS MAIN ENTRANCE (stylistic details) PORCHES: //open #dosed Porch roof types EXTERIOR ORNAMI~NT gincised Locations INTERIOR PLAN CONDITION: _e~c-aeat SURROUNDINGS '0~/-None, S-Some, M-Most, A-All or needy ali) _ ¢ommert~ ANCILLARY FEATURE~ (No., type of outbuildings; major landscape features) __deteriorated __ruinom __institutional _rural ARCHAEOLOGICAL REMAINS AT SITE Archaeological form completed? _ y _ n (No-explain; yes-attach.9 Artifacts or other remainq NARRATIVE m.g. dmcfipfion of interior, landscape, atr. hita:lm~, ~ ~ limit to 3 line~ and a~a,-h fur Stam~nt on separate sheet) KR6E04606-92 Florida .~te F'de, Div. of Historknl Resources,Gray Bld~O0 S Bronoagh,Tnllnhassee, FL 32399-0250/904-487-2299/Sum:om 27%2299 ?age2 ~ HISTORICAL STRUCYURE FORM CONSTRUCTION DATE CIRCA __yes no AR~CT: (last name first) .. -- BUTLDER: (last nnme f'wst) MOVES _~,es __.no Dates Orig.addr. ALTERATIONS --yes __~ Dates Nature ADDITIONS _.y~ no Dates Nature ORIGINAL USES (give-dates) INTERM~. ~DIATE USES (give dates) PRF_~ENT USES (give dates) OWNERSHIP FrI~qTORY (especially Original owner) Site//8 Potentially elig. for local designation? _yes no insuff, info I Local Designation Category Individually elig. for Nat. Register? _yes -no -insuff. info Potential contributor to NR district? _yes _-no _-insuff. info HISTORICAL ASSOCIATIONS (o,b.~ ~*~e, ~.). EXPLANArI1ON OF EVALUATION (r~; u~u to am~ ~; au~ ~ mu~t o~ ~varato BIBLIOGRAPHIC REFERF~NCES (Author, date, title, publication information. If unpublished, give FSF Manuscript Number, or location where available) PHOTOGRAPHS (REQUIRED) B&W print(s) at least 3 x 5, at least one mnin facade. Label the back of the print with the FSF site number (site name if not available), direction and date of photograph: use pencil. Attach to back of the second to last page with a plastic or coated clip. Location of negatives/neg, nos. NAME (last first)/ADDR/PHONE/AFFILIATION = FOR DETAILk'T~ INSTRUCTIONS: Guide to the 1992 Historic Structure Form of the Florida Site F'de. :::::::::::::::::::::: . ~.<::.:--~..:!:,.:.: =~ ~- ~.:~ .:'.- . · : :.: .:. . ?.>.~..~?,;:~,>.-~..,.:~.-~.~..=::::~:. ~...~:..:.`<..~.~.<~2~.~g~::~.~..::~:::=::.:~:.`.::~:~::::<~::~:::~.<::<~:~:~..`~<:~:::~.~.~..=~:::..~ ::>.:.::::..>.:~>.:.-'~...~..~:~: .r~.~;. ~:~:i:>.:~...::. · . :~: ::.< ~.. . >.:: .~~~:::::~:::~:~:~`%.-:::?::::..:~:.:>-..`.-~:~:.~..:2::;!:.:~:::::::;?~?~:~5:¥:~:~~:~.~<<~:~.~:<>~:~::~::::::~:~:: .. . >~ . . :<. . ~.~=..:..:....~=~..`.~.~.~::~>.:~:...:~:<<-:<~<...<:~.~=~:~:.~:<<...~.:..>.~:=~:.~ .... ~,.,,-. -...~ ..................... <<.:.:.:<.:<.:...,...:....>...:. ~g ................ nc~u~r~=:~' [1) USGS · MAP WITH STRUCTURE PINPOINTED (2! LARGE SCALE STREET OR PLAT MAP (3) PHOTO OF MAIN FACADE, PREFER B&W, AT LEAST 3X5 Page 3 SUPPLEMENT FOR SITE FORMS Site # StYE NAME NATURE OF SITE ~standing structure _archaeological site both B. DISCUSSION OF SIGNIFICANCE (Use back of page and continuations) C. HISTORY AND BIBLIOGRAPHY OF PAST WORK AT SITE (Use back and continuation sheets) Fla. Site FiJe, Div. of Hist. Reramrces,Gray Bidg,S00 S Broaough,T~n~h~,~ee. FL 32399-02SO/904-487-2299/~mcom 277-2299 l~age__ SUPPLEMENT FOR FSF SITE FORMS Site//8 CHECKLIST Final Survey Report - to be submitted in a draft form no later than forty-five day prior to the end of the grant period and as the final product at the conclusion of the project period. a title page indicating the name of the project, the name of the author, and the date of the report; an acknowledgements page citing the sources of funding and other significant assistance; disclaimer, and Title VI statement (Title VI applies to Federally funded projects only); an introduction describing the origin and objectives of the project; a description of'the survey area or theme, accompanied' by a Florida Department of Transportation county highway map or USGS topographic map outlining or highlighting,the survey area with identified sites plotted on a legible map of appropriate scale; a summmry of all-past field surveys in the survey area of the current project and their major findings relevant to the 'current survey; J a description of the field survey, including the specific methodology employed to identify sites, to locate their boundaries, and to evaluate them; a summ~ry and chronological narrative of the significant historical events or developments related to the project area or theme;. identification of individuals'and organizations that played significant parts in those events and/or developments; a final list of all previously identified sites located within the survey area, including the Florida Site File Numbe~ and Survey Record Number; a final list of all newly identified sites within the survey area, including the Florida Site File Number and Survey Record Number; conclusions and recommendations as to the significance of resources identified according to National Register of Historic Places criteria, local designation criteria (where applicable); and future survey, planning, and preservation action; and a list of bibliographic sources and other appropriate supplemental material.