05-02-2022City Council
City of Edgewater
Meeting Agenda
104 N. Riverside Drive
Edgewater, FL 32132
Mike Thomas, Mayor
Christine Power, District 1
Gigi Bennington, District 2
Megan O'Keefe, District 3
Jonah Powers, District 4
Council Chambers6:00 PMMonday, May 2, 2022
We respectfully request that all electronic devices are set for no audible notification.
1. CALL TO ORDER and ROLL CALL, PLEDGE OF ALLEGIANCE, INVOCATION
2. APPROVAL OF MINUTES
None at this time
3. PRESENTATIONS/PROCLAMATIONS/PLAQUES/CERTIFICATES/DONATIONS
Proclamation - Professional Municipal Clerks Weeka.
Municpal Clerks WeekAttachments:
4. CITIZEN COMMENTS
This is the time for the public to come forward with any comments they may have.
Citizen comments relating to any agenda matter may be made at the time the matter is
before Council. Please state your name and address, and please limit your comments to
three (3) minutes or less.
5. APPROVAL OR CHANGES/MODIFICATIONS TO THE AGENDA
6. CITY COUNCIL REPORTS
7. CONSENT AGENDA
All matters listed under the consent agenda are considered to be routine by the City
Council and will be acted upon by one motion. There will be no separate discussion of
these items unless discussion is desired by a member of the Council, in which case the
Mayor will remove that item from the consent agenda and such item will be considered
separately.
Page 1 City of Edgewater Printed on 4/25/2022
May 2, 2022City Council Meeting Agenda
Approval to piggyback of City of Port Orange contract with Brown and Brown for Broker
Services for Employee Insurance.
a.
03.27.2021 - 03.27.2024 brown and brown contract
Final RFP PO
Attachments:
Request approval of an emergency purchase for the replacement of damaged
reclaimed water main near 17th Street and Pine Tree Drive
b.
Florida Shores - ReclaimAttachments:
Park Avenue Booster Pump Station Rehabc.
EW PABS Proposal Scope to City 4.1.22Attachments:
Lift Station 11 Rehabilitationd.
LS 11 Rehab ProposalAttachments:
Requesting award and approval for the City Manager to execute contracts for the
Appraisal and Review Appraisal Services for the Hart Avenue Drainage and Water
Main Improvements project to Pomeroy Appraisal in the amount of $20,200 for the
Prime Appraisal and to Kroll, LLC in the amount of $13,500 for the Review Appraisal
per terms and Conditions set forth in ITB 22-ES-04.
e.
ITB 22-GS - 04 bid document
Pomeroy - PROFESSIONAL_SERVICES_AGREEMENT Pomeroy
Pomeroy - Declaration_statement_
Pomeroy - Proposal Document Report (9)
Kroll - Professional_Services_Agreement
Kroll_Declaration_Statement
Kroll - Proposal Document Report
Attachments:
Bus Bench Agreement - Waverly Media - Addendum #2f.
2022 jan 3 Waverly Bus Bench letter
2022 March 18 Bus Bench Agreement with Waverly Media Ext to 2027
Bus Bench Listing - 2012
Creative Outdoor Proposal 2022
Attachments:
Southeast Volusia Regional Crisis Negotiations Team (SEVRNT) Mutual Aid
Agreement
g.
SEVRNT Mutual Aid AgreementAttachments:
Continuous Monitoring Equipment for the Wastewater Facilityh.
Hach Quote WWTP 2022-03-14.pdfAttachments:
Page 2 City of Edgewater Printed on 4/25/2022
May 2, 2022City Council Meeting Agenda
8. PUBLIC HEARINGS, ORDINANCES AND RESOLUTIONS
2nd Reading - Ordinance No. 2022-O-04 - Joseph Smith, requesting annexation of .32±
acres of land located at 153 N. Cory Drive
a.
2022-O-04 153 n cory-SMITH
SP_8412-05-00-0280
Aerial_8412-05-00-0280
Survey
Attachments:
2nd Reading - Ordinance No. 2022-O-05 - Joseph Smith, requesting an amendment to
the Future Land Use Map to include .32± acres of land located at 153 N. Cory Drive as
Low Density Residential.
b.
2022-O-05 153 n cory CPA
SP_8412-05-00-0280
Aerial_8412-05-00-0280
FLU_8412-05-00-0280
Survey
Attachments:
2nd Reading - Ordinance No. 2022-O-06 - Joseph Smith, requesting an amendment to
the Official Zoning Map to include .32± acres of land located at 153 N. Cory Drive as
R-3 (Single Family Residential)
c.
2022-O-06 153 n cory RZ
SP_8412-05-00-0280
Aerial_8412-05-00-0280
Zoning_8412-05-00-0280
Survey
Attachments:
1st Reading - Ordinance No. 2022-O-11 - Fire Services Special Assessmentd.
2022-O-11 - Fire AssessmentAttachments:
Resolution No. 2022-R-08; amending the required number of board members and
quorum of the Environmental Advisory Board.
e.
2022-R-08Attachments:
9. BOARD APPOINTMENTS
None at this time
10. OTHER BUSINESS
Page 3 City of Edgewater Printed on 4/25/2022
May 2, 2022City Council Meeting Agenda
SD-2201 - Cody Bogart, requesting Preliminary Plat approval for Riverfront Estatesa.
Plat 4.12.21
SP_8538-10-00-0290
Aerial_8538-10-00-0290
Attachments:
SP-2201 - James Hodges, requesting site plan approval for indoor and outdoor storage
on property land located at 4175 S. Ridgewood Avenue
b.
site plan
SP_8537-11-00-0050
Aerial_8537-11-00-0050
Attachments:
Police Vehicle Purchasec.
41822 2022 F150 W1P CREW CAB WORKSHEET
41822 2022 GAS K8A K9 UTILITY WORKSHEET
41822 2022 GAS K8A UTILITY WORKSHEET
41822 2022 K8A INTERCEPTOR INT UPGADE PACKAGE WORKSHEET
Attachments:
Acceptance of a Real Property Donation from Volusia Countyd.
Deed - Parcel#7433-10-00-2200
Liddle Chiropractic
Attachments:
Purchase of New Garbage Trucke.
RPRQ1364-01 rdk new unitAttachments:
American Rescue Plan (ARPA) – Use of Fundsf.
11. OFFICER REPORTS
a.City Clerk
b.City Attorney
c.City Manager
12. CITIZEN COMMENTS
14. ADJOURN
Page 4 City of Edgewater Printed on 4/25/2022
May 2, 2022City Council Meeting Agenda
Pursuant to Chapter 286, F.S., if an individual decides to appeal any decision made with respect to any
matter considered at a meeting or hearing, that individual will need a record of the proceedings and
will need to ensure that a verbatim record of the proceedings is made. The City does not prepare or
provide such record.
In accordance with the Americans with Disabilities Act, persons needing assistance to participate in any
of these proceedings should contact City Clerk Bonnie Zlotnik, CMC, 104 N. Riverside Drive,
Edgewater, Florida, telephone number 386-424-2400 x 1102, 5 days prior to the meeting date. If you
are hearing or voice impaired, contact the relay operator at 1-800-955-8771.
Page 5 City of Edgewater Printed on 4/25/2022
City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:AR-2022-0071,Version:1
COUNCIL AGENDA ITEM
SUBJECT:
Approval to piggyback of City of Port Orange contract with Brown and Brown for Broker Services for
Employee Insurance.
DEPARTMENT:
Finance
SUMMARY:
In July,2017,the city broadcast a Request for Proposal for Insurance Agent/Broker Services and Council
awarded the contract to Brown and Brown for a three year term with two (2)one year renewal options,which
were subsequently executed on September 14,2020 and May 3,2021.No additional renewal options are
available.
Per Purchasing Policy,the City may piggyback on active current agreements and contracts from other
governmental entities when competitive bid procedures have been followed and the guidelines utilized by that
entity are the same or more stringent than the City’s guidelines.All conditions of the agreement or contract
must be met.
The City of Port Orange broadcast a Request for Proposals (RFP 21-04 -Broker Services for Employee
Insurances)and awarded the contract to Brown and Brown Insurance.The term of the contract is for three
years,expiring on May 4,2024,with two (2)one year options to renew.The contract fee is $58,000 annually,
which is $1,500 less than the contract the City current has with Brown and Brown.
The current contract expires on December 31,2022.It is the intent to continue under the current contract until
that date and then issue a Purchase Order under the Piggyback language for the remaining term of the City of
Port Orange contract (through May,4,2024 -with renewal options).Staff is requesting approval from Council
at this date in order to assist with upcoming budget plans.
BUDGETED ITEM:☒ Yes ☐ No ☐ Not Applicable
BUDGET AMENDMENT REQUIRED:☐ Yes ☒ No ☐ Not Applicable
RECOMMENDED ACTION:
Motion to Piggy Back contract between the City of Port Orange and Brown and Brown,(contract -RFP 21-04)
and authorization to issue a Purchase Order in the amount of $58,000.
City of Edgewater Printed on 4/19/2022Page 1 of 2
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File #:AR-2022-0071,Version:1
City of Edgewater Printed on 4/19/2022Page 2 of 2
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Submitted By:
Brown & Brown of Florida, Inc.
Est. 1939 in Daytona Beach, FL
Presented by:
Steve Farmer
Executive Vice President
Broker Services for
Employee Insurances
Page 2
RESPONSE AGENDA
Tab B: Qualifications and Abilities
Tab A: Company History
Tab C: Location and Accessibility
Tab D: Licenses/ Insurance
Tab E: Financial Stability/ Litigation
Tab F: Client References
Tab G: Innovative Solutions
Tab H: Proposed Fee
Tab I: Required Documents
Page 3
STATEMENT OF INTEREST
February 18, 2021
Michael Hall, Buyer
City of Port Orange
1000 City Center Circle
Port Orange, FL 32129
RE: Request for Proposal RFP #21-04 Broker Services for Employee Insurances
Dear Mr. Hall and Evaluation Committee:
Thank you for the opportunity to continue our partnership with The City of Port Orange. The
Daytona Beach Headquarters of Brown & Brown, Inc. is the current insurance consultant for the
City and we are honored to submit this response to the City’s Request for Proposal RFO#21-04–
Broker Services for Employee Insurances.
We have proudly served The City of Port Orange and its employee benefits program for the last
5 years. Over that time, we have developed a deep understanding of the dynamics which shape
the City’s programmatic objectives - and we have used that knowledge to make significant
enhancements to the benefits program, while keeping costs below industry and market trends.
The Power of our Partnership
The Brown & Brown Team and The City of Port Orange’s Human Resources Team, in tandem
with the guidance of The City’s Manager and Board, have cultivated a true partnership which has
allowed The City to elevate its employee benefits offerings beyond the previous capabilities. We
have offered open enrollment guidance, provided and reviewed public entity benchmarking data,
offered compliance education and support, created and distributed employee benefits booklets,
and provided crucial employee communication materials.
Here are a few year-over-year highlights of the negotiations we have performed on behalf of the
City to keep premiums as low as possible:
➢ 2017 – Negotiated with FHCP to cut medical renewal in half, saving the City
$228,000 from original renewal. We negotiated the dental, vision and life
insurance coverages with Metlife and saved the City $35,000 on those lines of
coverage.
➢ 2018 – Negotiated with FHCP to keep medical rates flat and extend medical
renewal from July plan year to a calendar plan year so the HSA plan deductible
reset would align with the plan year. We also did the same for all lines of
coverage with Metlife, extending those premiums with no increase for 18 months.
Page 4
➢ 2019 – Medical and Ancillary premiums remained flat with no changes to plan
designs.
➢ 2020 – Negotiated with FHCP to reduce medical renewal to under 4% increase, saving
the City $145,000 from original renewal. Negotiated lower increases for dental and Life
saving the City $9,000.
➢ 2021– Negotiated with both Metlife and FHCP to keep medical and ancillary
premiums flat with no plan design changes. Solidified this renewal by early August so
we could get board approval by September and complete open enrollment early.
DeSoto County Board of County Commissioners
The person authorized to bind Brown & Brown in agreements and contracts is Mr. Steve Farmer.
Contact information for Mr. Farmer is as follows:
Steve Farmer, Executive Vice President
300 N Beach Street
Daytona Beach, Florida 32114
Email: SFarmer@bbdaytona.com
Office: (386) 239-7233
Enclosed are all required documents and information. Every effort was made to concisely
provide all requested information, all required completed forms, and succinctly illustrate our
understanding of the required scope of services.
Please consider this signed document as evidence that this proposal is in all respects fair and in
good faith, without collusion or fraud.
We are available at the request of The City to participate in any oral interviews. Please feel free
to contact me should you need further clarification of our proposal.
Kind regards,
Steve Farmer
Executive Vice President
Page 5
Tab A: Company History,
Qualifications, Ability and Capacity
Page 6
1. DESCRIPTION OF THE HISTORY OF THE FIRM, INCLUDING HOW LONG IT
HAS BEEN IN BUSINESS IN THE CENTRAL FLORIDA AREA:
Organizational History
Founded by the Brown family in Daytona Beach, Florida in 1939, Brown & Brown has grown into one of
the largest insurance intermediaries in the world over the past 80 years. With over 10,000 employees and
over 290 offices in 40 states, Bermuda and London, Brown & Brown and its subsidiaries offer a broad
range of insurance and reinsurance products and services to business, public entity, individual, trade and
professional association clients nationwide. Brown & Brown is a publicly traded company on the New
York Stock Exchange under the stock symbol (BRO).
From the beginning, Brown & Brown has
always focused on building meaningful
relationships with our clients and with our
communities, based on trust and service.
Our core philosophy is: Always do what’s
best for our clients. It is our goal to
exceed clients’ expectations while
maintaining the highest of professional
and ethical standards.
Brown & Brown is “Built to Last” and its decentralized structure allows its offices to be proactive and to
quickly react to changes according to local environments without waiting for bureaucratic approval. An
important by-product of Brown & Brown’s decentralized structure is that it serves to improve the quality
of customer service. Each office is able to tailor its operations to fit the needs of its clients. However, we
have national alignment as well. We have senior leadership dedicated solely to employee benefits, as well
as a National Benefits Committee to share ideas and shape our employee benefits priorities and policies.
The senior leaders and Benefits Committee sit on advisory boards of the insurance carriers and routinely
meet with the insurance carriers’ senior leadership teams, perform RFPs for all benefits related products
and services, and are held responsible for the successful implementation of new initiatives and products.
One of our core philosophies, as communicated by Mr. J. Hyatt Brown, Chairman of Brown & Brown
illustrates our culture and corporate commitment:
“The best way is almost always the most difficult way. Long term success
involves conflict with those who are not disciplined or committed. Our model is
designed to allow those uncommitted undisciplined people to find other
companies whose focus is not forever.”
Page 7
CULTURE: “The People Recruiting & Enhancing Business”
Ask anyone at Brown & Brown the secret to the Company’s eight decades of success, and they will give one answer:
CULTURE. It is a corporate philosophy that combines bravado with old-fashioned business sense. Strive to do better than
others and hire only those who can surpass you. Be bold but be sure you are willing to deal with the consequences. If
something seems easy, it is probably wrong. Our culture was built on two key segments centered on integrity and
prideful relationships.
Our drive to be the best has made Brown & Brown one of the largest and most respected independent insurance
intermediaries in the nation, with over 80 years of continuous service. We believe that maintaining client loyalty requires
hiring people of the highest quality. This commitment remains strong as we continually increase our budget to bring in
new quality people and invest heavily in each teammate’s training. This training begins at hire and continues throughout
teammates careers, many of which last over 30 years with the company. Each person is encouraged to further their
education and all job-related designations are paid for by Brown & Brown. We understand that by investing in our most
valuable asset, our people, we are consistently ahead of our competition.
Brown & Brown’s Employee Benefits Division has developed into one of the nation’s largest with premiums in excess
of $6 billion annually. This also includes aggregate stop loss premium in excess of $430 million. This premium affords us
a distinct advantage when it comes time to negotiate the city of Port Orange’s renewal. Brown & Brown’s established
relationships with carriers, and our reputation, provide us with a proven ability to bring forth the most competitive rates
and programs the market has to offer. We have a National Employee Benefits Leadership team comprised of Regional
Presidents, a Medical Director, a Mental Health Director, Technology Team, and a Population Health Management team.
We also have several consortiums specific to self-funded plans for prescription drug placement and stop loss insurance
that leverage our national premium volume for enhanced terms and conditions as well as pricing. Brown & Brown’s
success is due largely to our ability to adapt to the demands of the marketplace and to the needs of our clients.
Number of Years in Business:
Brown & Brown has grown into one of the largest insurance intermediaries
in the world over the past 80 years.
Address:
The Daytona Beach office of 345 employees is located at 300 N Beach Street
Daytona Beach, FL 32114.
Name Changes, Changes in Ownership, Reorganizations:
Over the last 5 years we have grown from 7,807 employees to 10,083 employees
nationally and internationally. We have acheived this through organic growth and
aqusitions. Brown and Brown has not undergone name changes, changes in
ownerhship or reorganizations.
Honesty and integrity are cornerstones of the Brown & Brown (B&B®) culture. The
Company’s reputation depends on the conduct of its representatives. All persons who are
associated with the Company are expected to conduct themselves professionally and ethically
in the course of their duties, and to comply with all laws applicable to the Company’s
operations. At Brown & Brown we know that the price of integrity is eternal vigilance.
Page 8
2. DESCRIPTION OF THE FIRM’S SIZE (PREMIUM VOLUME AND NUMBER OF
STAFF) AND PRESENCE IN TOTAL AND AS IT OPERATES IN THE CENTRAL
FLORIDA AREA:
Employee Benefits Team
The National Employee Benefits team at Brown &
Brown leverages its capabilities and volumes to create
products and services for clients that standalone
agencies would not be able to provide. With that said,
Brown & Brown Daytona’s Employee Benefits
Division prides itself on operating and supporting our
clients on a local level. This structure allows our office
to provide hands-on service locally, while leveraging
our national footprint when needed.
Brown & Brown, at a national level has tens of
thousands of clients, supporting hundreds of carriers
and vendors and billions of premiums. The Daytona
Beach office leverages this volume and network to
provide the services outlined in this proposal. The
national and local volumes of clients are broken down
as follows:
The National Employee Benefits team at Brown &
Brown leverages its capabilities and volumes to create
products and services for clients that standalone
agencies would not be able to provide. With that said,
Brown & Brown Daytona’s Employee Benefits
Division prides itself on operating and supporting our
clients on a local level. This structure allows our office
to provide hands-on service locally, while leveraging
our national footprint when needed.
Premium Volume
Brown & Brown’s Employee Benefits Division has
developed into one of the nation’s largest with
premiums in excess of $6 billion annually. This
premium affords us a distinct advantage when it
comes time to negotiate the City of Port Orange’s
medical renewal. Brown & Brown’s established
relationships with carriers and our reputation provide
us with a proven ability to bring forth the most
competitive rates and programs the market has to
offer.
Our staff is comprised of experienced forward-
thinkers, with a client-first, service-focused approach.
They are highly trained in public entity compliance
and Florida State Statute 112.08 regarding public
entity insurance placement. Our dedicated service
and marketing teams act as an extension of your
human resources and risk management departments.
They, along with our account executives understand
the unique demands and processes that public entities
require. This experience and expertise in serving
public entities is a factor that differentiates us
from the competition.
Brown and Brown has 495K total accounts
making up 12.92 Billion dollars in total premium.
Employee benefit broker services is nearly 10%
of our book of business, which results 5.58
billion dollars in premium. Employee benefits
products is 43.2% of our annual premium.
Client Demographics
459K Total Clients
45,810 Benefit
Clients
Premium Demographics
12.92Billion
Nationally
5.58 Billion
Benefits Premium
Page 9
3. PROVIDE A LIST OF ALL PRESENT AND PAST PUBLIC SECTOR CLIENTS IN
THE STATE OF FLORIDA:
State Dept. of Financial Services Florida, State of
Counties
Baker
Brevard
Citrus
Clay
Columbia
Desoto
Flagler
Gadsden
Gilchrist
Gulf
Highlands
Jefferson
Lafayette
Lee
Levy
Madison
Marion
Okaloosa
Santa Rosa
Sarasota
Volusia
Wakulla
Washington
Cities,
Towns,
Villages
Atlantis
Auburndale
Aventura
Bal Harbour Village
Bay Harbor Islands
Belleview
Bunnell
Casselberry
Chattahoochee
Chipley
Coconut Creek
Dania Beach
Davenport
Davie
Daytona Beach
Daytona Beach Shores
Deland
Deltona
Destin
Doral
Eagle Lake
Edgewater
Fellsmere
Flagler Beach
Fort Lauderdale
Fort Myers
Fort Walton Beach
Freeport
Groveland
Haines City
High Springs
Highland Beach
Holly Hill
Indian Shores
Indian River Shores
Inverness
Jacksonville Beach
Jupiter
Lake Helen
Lake Worth
Lauderhill
Lighthouse Point
Longwood
Madeira Beach
Madison
Marco Island
Margate
Mayo
Miami
Miami Gardens
Monticello
Mulberry
Naples
New Smyrna Beach
North Miami
North Port
Ocala
Orange City
Ormond Beach
Palm Bay
Palm Coast
Perry
Pierson
Polk City
Ponce Inlet
Port Orange
Punta Gorda
Royal Palm Beach
St. Cloud
Sarasota
South Daytona
Tallahassee
Treasure Island
West Palm Beach
Weston
Special Districts, Other
Barefoot Bay Recreation
District
Bayfront Bay Recreation
District
Big Bend Water Authority
Bonita Springs FCD
Broward County Housing
Authority
Broward MPO
Buckhead Ridge MCD
Central Florida Fire
Charlotte County Sheriff
Children’s Board of
Hillsborough
Citrus County Sheriff
Citrus MCD
Clay County Utility
Collier MCD
Davie CRA
East County WCD
East Lake Tarpon Fire
Emerald Coast Utilities
Authority
Estero Fire Rescue
Fellsmere WCD
Ft. Myers HA
Ft. Myers Bch Fire
Golden Gate FCD
Highlands County Sheriff
Hillsborough Transit Authority
Immokalee FCD
Immokalee WSD
Indian River Lagoon Council
Jacksonville Beach CRA
Jupiter RA
Key Largo Ambulance
Key Largo Fire/Rescue
Lake Asbury MSBD
Lake Region Lakes
Lakewood
Ranch Interdistrict Authority
Lakewood Ranch Stewardship Dist.
Lake Worth Drainage District
Lee County HA
Lehigh Acres Municipal Services
Improvement
Loxahatchee Groves WCD
Loxahatchee River Dist.
Melbourne Tillman WCD
Miami Beach HA
Miami Sports & Exhibition Authority
Moore Haven MCD
Naples Airport Authority
New River Solid Waste
North Springs Improvement
District
Northern Palm Beach Co.
Improvement District
Old Plantation WCD
Palm Beach County HA
Pasco County Sheriff Dept.
Peace River WSA
Pine Tree WCD
Pinellas Park WMD
Pinellas Suncoast Fire
Pinellas Suncoast Transit
Pompano Beach HA
Port Ybor Association, Inc.
Ranger Drainage District
St. Johns River WMD
Sanibel Fire & Rescue
Sebring Airport
Seminole Improvement
District
South Indian River WCD
South Trail Fire
Southeast Overtown Park
West CRA
Southwest Florida WMD
Spring Lake Improvement
Dist.
St. Johns River Water
Management District
Suwannee River WMD
Tallahassee Community
Redevelopment Agency
TBARTA
Tampa Bay Water
Tampa Historic Streetcar
Three Rivers Library
Tindall Hammock Irrigation &
Soil
Titusville HA
Upper Captiva FD
Viera Stewardship District
Volusia County Clerk of Court
Wakulla UFFA
Washington County Sheriff
West Palm Beach CRA
Winter Haven HA
54 Community Development
Districts
Schools, Universities
Bethune Cookman Univ.
Cape Coral Charter Schools
Authority
Collier School District
Embry-Riddle Aeronautical
Univ.
Flagler County Public School
Florida Atlantic Univ.
Florida International Univ.
Florida Polytechnic Univ.
Lee School District
Madison School Board
Marion School Board
Okaloosa School District
Orange County Schools
Pasco School District
Seminole School District
Volusia County School Board
Univ. of Central Florida
Univ. of Florida
Univ. of West Florida
Page 10
4. LIST THE INSURANCE MARKETS AND CARRIERS THE FIRM CAN ACCESS
LOCALLY AS WELL AS NATIONALLY:
Fully Insured Alternate Funding
Aetna Aetna
AllSavers BlueCross BlueShield
Assurant Benecon/Veris
AvMed Cheetah 1
BlueCross BlueShield (Public) Cigna
BlueCross BlueShield (National) Humana
Benecon/ Veris Maestro
Capital Health Plan National General Life
Cigna Next Impact, LLC
Florida HealthCare Ownership Rewards
Health First and Florida Hospital Care Advantage Pareto
Humana Roundstone
United Health Care Trustmark
WellNet
TPA Stop Loss
Ameraplan American General
Allied Berkshire Hathaway Specialty
America’s Choice Berkley Accident and Health
Cigna Companion Life
Continental Benefits Crum & Foster
Coresource (a trustmark company) ISU
Health Plans, Inc. HM Insurance
Maestro Health TMS
Mayo Clinic Stealth Partner Group
Meritain Strategic Benefit Advisors
Page 11
Nova Health SunLife
Health Scope Benefits Symetra
Preferred Benefit Administrators Voya
Paradigm Health Plans Zurich
Roundstone Buckingham Insurance
Prairie States Medical Risk Managers
Xchange Benefits LLC
Ancillary FSA, HSA, HRA
Advantica - Vision only EBC Flex
Aetna Calirty Benefit Solutions
Ameritas HSA Bank
Avesis Medcom
BlueCross BlueShield Discovery Benefits
Cigna Infinisource
Davis Vision Wage Works (Health Equity)
Delta Dental TASC
EyeMed HR workplace
Guardian ProBenefits
Hartford Worksite
Humana Aflac
Lincoln Allstate
MetLife Boston Mutual
Mutual of Omaha Trustmark
Principal Transamerica
Prudential US Able Life (Florida Blue)
Reliance Standard Colonial Life
Renaissance GAP/ MEC
SunLife American Public Life
Superior Vision Chubb Accident & Health
Page 12
Symetra Humana
United Health Care Key Benefits
Unum OptiMed
VOYA ACA Suite/ Solenture
VSP Transamerica
FMLA Captive
Hartford IHC Captive (Pareto)
Guardian AACEC Trust
Prudential Benecon (Captive)
MetLife Captive Resources
Standard Swiss Re
Lincoln Financial Roundstone
Cigna Innovative Health Plan
Other Student/Int’l Programs
AmWins Group Benefits Aetna
Cigna Marketplace AIG
Compass Chubb
Conexis Consolidated Healthplan
Elap UHC (pghglobal)
Health Advocate GBG
Hodges Mace Hartford
Liazon Marketplace Zurich
One America Gerber Life (SMIC)
Nationwide (Pet Insurance) Markel School
Pet Benefit Solutions Metlife
Trupanion Pet Insurance Medical, Rx & Dependent Audit
Crum & Foster Pet Insurance (ASPCA) BMI Audit
Surepoint (Wellness) J. Graham Inc.
MD Live (Consult-a-doc) MedReview, LLC
Page 13
Teladoc / healthiestyou / best doctor Claim Technologies Inc.
My Ideal Doctor Locey & Cahill, LLC
Dr. On Demand (500+ only) HMS
1800MD Business Travel
Arag Legal Chubb
Legal Shield AIG
Legal Shield GBG
Metlife Legal Metlife
Bay Care Hartford
New Directions Reliance Standard
Morneau Shepell Aetna
ComPsych Corporation
CuraLinc
CyberScout
US Legal
ID Watchdog
Population Management
Aetna Resources For Living
Aetna
PBM's Payroll Processing
Axia Strategies Payco
BeneCard Plan Source
RxBenefits ADP
Express Scripts Paycor
Navitus Paylocity
Pillar Rx
CVS/Caremark
Southern Scripts
WelldyneRx
Page 14
COBRA Student Loans
Infinisource Prudential
Wage Works (Conexis) Ameritas
Medcom Ion Tuition
Demand Star
BAS Health
The carriers that were previously listed we work with and have a preferred status (not
exhaustive).
Brown & Brown will leverage our substantial book of business with the insurance carriers to
ensure the City receives the most competitive rates available in the market. Brown & Brown,
Inc., has more business with the insurance carriers than any of our competitors which affords us
a distinct advantage when it is time to negotiate.
Page 15
5. DESCRIPTION OF THE FIRM’S NATIONAL NETWORKS AND CONTACTS:
Our parent company, Brown & Brown, Inc. was founded in 1939 in Daytona Beach and has
since grown to be the largest insurance intermediary in Florida and the 6th largest in the world.
That growth has pushed our company beyond 200 offices nationwide, housing more than 11,000
teammates. In Florida, our more than 50 offices, are comprised of 2,500 teammates responsible
for the design, placement and servicing of annual insurance premiums in excess of $2.5
Billion. Brown & Brown, Inc. is a family of highly specialized units performing insurance
brokerage and advisement services for clients worldwide. Below is an example of some of our
business units relevant to this RFP which provide philosophical and resource support to the
Brown & Brown team.
We also have a National Employee Benefits team that provides additional resources which allow
us to provide our clients with cutting edge solutions in all areas of their health and welfare
plans. Please find examples of these resources:
• Medical Director
• Behavioral Health Director
• Population Health Team
• EB Technology Team
• Innovation Hub
• Compliance Teams
• Rx Consulting & Auditing
• Employee Benefits Specific
• Captives
• Stop Loss and Rx Consortiums
• Employee Communication
• (Benefits Hub, Benefits App)
• Industry leading communication on
COVID-19 and its impact through
our Medical Director and
Compliance Team
• Industry white papers
• Membership in national and local
insurance vendors brokerage
committees
• Creation of proprietary products
• Data Warehouse Solutions
• Dedicated Data Analytics team that
can create customized reporting for
our clients.
Regarding Benefits Technology, we understand the landscape is constantly evolving which is
why we have an entire Brown & Brown team dedicated to employee benefit technology and
platforms. We recently completed an RFP of over 60 HRIS and Benefit Administration
technology platforms and have selected four as our preferred vendors.
Page 16
We build and maintain these preferred vendors systems
in house so there can be more flexibility with
adjustments that need to be made, assured of the
accuracy of the systems and an expedited EDI file feed
process can occur.
All of our preferred vendors have employee mobile
apps available for member convenience and the ability
to text message updates and reminders.
Our clients are able to view the systems in their
entirety and run any type of report needed for
informational and administrative purposes. In addition,
we have preferred pricing with these vendors to make
them affordable to all of our clients.
We also have enhanced technology services with our
Employee Benefits App and Benefits Hub website. The
Benefits app can allow your employees easy access to
the health and welfare plans information, ID cards, and
fund balances in HSA and FSA accounts.
The Benefits Hub website is a discount service
platform that contains discounts for many different
services such as weight loss programs, gyms, grocery
delivery, pet insurance, etc. This is a service currently
being offered to City of Port Orange employees.
With the impact of our national presence, we have
direct relationships with leadership within all carriers
on a national level.
We have regular communication with the C-level suite
within all carriers, so that we can partner on services
and products that will best benefit our mutual clients.
Page 17
6. LIST SPECIAL EXPERIENCES OF THE FIRM IN PLACING INSURANCE
COVERAGES FOR A MEDIUM SIZE CITY OR SIMILAR EXPERIENCE IN THE
PRIVATE SECTOR:
Public Entity Specialist
Our Daytona office is the largest B&B office in Florida and specializes in public entities. We
have developed systems and products to specifically address the needs of our public sector
clients. We have separate and distinct job functions which allow our team to be specialists in
their field and leaders over our peers.
Our marketing department follows all procurement guidelines when bidding insurance coverage
and we access the entire market, not just a select few that we prefer to do business with. We offer
the distinct combination of a “boutique” public entity brokerage offering concierge-level service
with the resources of a large national broker that allows us to negotiate better terms and
conditions and create unique service plans based on our client’s goals and objectives. This
arrangement allows us to design, place and service in excess of $130 Million in insurance for our
Florida based governmental clients alone. Our sole focus on the public entity sector enables us to
provide expert consultation and guidance that will ensure our clients’ will efficiently manage the
volatile risks that Florida governmental entities face.
Our service department is trained in public entity compliance and acts as a “back-office HR
department” to help guide our public sector groups through any and all issues that may arise. We
believe in proactive service to identify problems before they occur and work with the vendors to
tailor their programs to suit the needs of the City. We understand the budget process and timeline
as well as the unique demands of City Council’s.
Our risk management division likely can’t be matched within the state of Florida. We tailor the
quarterly reports, monthly budget reports and benchmarking to the concerns of city of Port
Orange. We can provide ad-hoc reporting and we provide vital insight on the claims experience
and utilization to ensure a long-term sustainable health and welfare plan.
Brown & Brown staff is proudly involved and committed to top industry organizations and
professional affiliations, including:
Page 18
Abilities and characteristics that make Brown & Brown unique:
• Dedicated to Public Entities in the State of Florida
• Holistic program approach focused on lowering insurance premiums, reducing claims, improving benefits,
and streamlining program administration through technology and concierge services.
• Access to 10,000 teammates worldwide within our Family of Companies which provide our team with
guidance on industry trends. This includes our sister companies which represent Fortune 100 clients and
100,000+ life groups.
• History of designing and delivering the most competitive and efficient employee benefits programs to
public entities.
• History of seeking and providing proactive solutions. We have consistently provided both short and long
term, strategically sound, Employee Benefits, Property, Casualty and Workers’ Compensation solutions
that have saved our clients millions of taxpayer dollars.
• Our large client retention rate is 98% - This is testament to our ability to manage complex programs and
maintain our clients’ trust and confidence in us.
• Our teammates are highly trained in public entity compliance and Florida State Statute 112.08 regarding
public entity insurance placement.
• We work with the unions as directed by our clients, usually by providing reports, insurance proposals,
presentations and can be involved directly with union negotiations, at the City’s direction.
• We have served as consultant for the majority of the local public entities for over a decade.
Our team’s collective experience exceeds 500 years, and all teammates are encouraged to continue their pursuit
of knowledge by continuing educational endeavors. As a result, most teammates hold professional insurance/risk
designations, including:
In addition to earning designations, Brown & Brown participates in continuing education sessions facilitated
by our carrier partners and vendors keeping us at the forefront of any trends that may have an impact on our
clients, attending webinars provided by Brown & Brown’s ERISA attorney partner Miller Johnson, P.A., where
legislative updates are concerned.
We then communicate any pertinent information with our clients through channels deemed appropriate by
the City. Brown & Brown utilizes channels such as, in-person meetings, web meetings, conference calls,
newsletters, emails and direct phone calls to our clients.
• ARM-P – Associates in Risk Management for
Public Entities
• RMPE – Completion of Risk Management for
Public Entities Specific Course
• CIC – Certified Insurance Counselor
• CISR – Certified Insurance Service Representative
• CRM – Certified Risk Manager
• GBA – Group Benefits Associate
• GBDS – Group Benefits Disability Specialist
• GWPC -Certified Wellness Program Coordinator
• VBS – Voluntary Benefits Specialist
• CEBS – Certified Employee Benefits Specialist
• Bachelor of Science – Risk Management/Insurance
& Finance
Page 19
Below are some of our successes in negotiating cost savings and ongoing cost containment strategies
specific to public entities of a similar size.
City of St. Cloud – (Self-Funded with Onsite Clinic)
Employee Benefits Summary – Brown & Brown provides the City with a full complement of
employee benefits services. Including servicing and marketing of all employee benefits lines of
insurance coverage, health care center, COBRA administration, quarterly/ semi-annual claims
review, open enrollment meetings, health fair, benefits-at-a-glance booklets, OPEB Filing, Actuarial
Services, Online Enrollment system, Telehealth Program, Employee Assistance Program, Mail Order
Pharmacy Program, compliance updates and ACA Reporting.
Brown & Brown was awarded the City of St. Cloud’s agent of record contract in April 2011. Since
that time, we have saved the City more than $6,000,000 in premium when compared to the fully
insured program that was in place in 2011. At the inception of our agreement the City was fully
insured, did not have a wellness program, and continued to struggle with double digit premium
increases on their medical plan. Through a carefully constructed and innovative plan we mapped out
a strategic vision to improve the cost effectiveness of the City’s short and long-term healthcare
benefits program.
2017
2015
Our objective for 2015 was to increase employee
utilization to the health care center, monitor the
disease management program through Marathon
Health due to ongoing large claims and continued
rise of health insurance cost. After our continued
evaluation of the City’s current plan utilization and
cost control, we worked with staff to provide:
• Health Care Center employee participation
rose to 70% due to promotion, plan design
and education aimed directly to employees
• Cost savings plan design changes with the
least amount of impact to the employees and
their families. Brown & Brown
implemented these changes after a detailed
utilization process thereby minimizing the
impact on employees
• Examined 4 pharmacy benefit vendor
programs for cost containment and specialty
drug programs
2016
Our objective for 2016 was to see continued high level
utilization of the employee health care center as well as
continued engagement in the wellness initiatives.
• Presented a plan design analysis showing the best
plan options for the City’s self-funded program to
further incentivize employee utilization to the
health care center.
• The City has experienced the true strength and
savings from a self-funded health insurance
program and an onsite health care center. The
City had endured multiple large claimants for two
consecutive years driving up claim cost.
• However, as a result of transitioning to a self-
funded plan and implementing the Health Care
Center, we were able to sustain an enhanced
employee benefit program while still controlling
costs. The total 2-year cost (2014 to 2016) of the
self-funded program and the Health Care Center
was $ 7.9 million, while a fully insured insurance
program alone would have cost over $10 million
dollars.
Page 20
Our objective for 2017 was again to increase utilization of the employee health care center as well as
continued engagement in the wellness initiatives. We also aimed to save the City money through the
renewal RFP process. Through carrier negotiations and actuarial expertise, Brown & Brown saved
the City $75,312 in Stop Loss premium, $22,018 on Dental, for a total of $97,330.
• Benchmarking is a tool we routinely use to determine the level of cost efficiency and
competitiveness of our benefits program designs. For example, a benchmarking comparison of
the City of St. Cloud’s and the City of Kissimmee’s programs done in 2016 reveals that the City
of St. Cloud’s health insurance cost per employee was about 20% less than Kissimmee’s cost.
Even more revealing is that St Cloud’s benefits program is a traditional PPO while Kissimmee’s
is a high deductible plan.
• The City’s cost per employee per month for the Health Care Center was also about 15% less than
Kissimmee’s cost ($62.16 vs $72.77). *This comparison is based on data received directly from
Kissimmee in July 2016.
• Health Care Center employee participation rose to 75% due to promotion, plan design and
education aimed directly to employees.
2018
Our objective for 2018 was to continue to drive results and engagement at the clinic and further
promote a culture of health and wellness at the City.
• Onsite Health Care Center (Healthy4Life) – Brown & Brown negotiated the increased hours
and renewal pricing.
• Administrative Services Agreement with Florida Blue – Brown & Brown negotiated the
contract extension with no fee increase and an additional $100,000 in wellness dollars
through October 1, 2019.
• Stop Loss – through Brown & Brown’s analysis on the City’s stop loss retention level and
history of large claimants we were able to reduce the City’s renewal increase from 6% to a
5%, an annual savings of $110,783.
• Dental Insurance – After examination of the City’s 2-year claim history with MetLife, Brown
& Brown negotiated a 9% annual increase down to a 4% increase, an annual saving of
$17,000.
• Savings Achieved:
Administrative Services Agreement Wellness $100,000
Stop Loss Renewal $110,783
Dental $ 17,000
Total Renewal Savings for 2018 $227,783
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2019
Our objective for 2019 was again to see high level utilization of the employee health care center and
to promote meaningful wellness initiatives, while assisting the City with the Onsite Clinic RFP. As
with each year, we strived to save the City money through the renewal RFP process.
• Through our negotiations with the carriers and expertise of our actuary, Brown & Brown
saved the City $35,510 in Stop Loss premium, $19,238 on Dental, for a total of $54,748. We
also negotiated another $25,000 wellness fund from Florida Blue.
Throughout the year, we worked with staff to provide the following:
• Increased biometric screening rate to 88% of all employees, with 93% of those with chronic
conditions engaged with the health center.
• Assisted HR and purchasing with developing RFP specifications for the onsite clinic RFP
• Assisted procurement with answering vendors questions throughout the RFP process.
• Once CareHere was selected, Brown & Brown began working with Marathon Health,
CareHere and the City to ensure a smooth transition
• with minimal impact to the employees.
• Reviewed in depth claims analysis provided by our Senior Analytic Consultant.
• Provided benchmarking, funding projections, budget recommendations based on Brown &
Brown’s actuary’s recommendation to allow for plenty of time for budget.
• Conducted multiple Employee Lunch and Learns at the health care center.
• Assisted with Lakefront Walking Challenge, which engaged 55% more of those employees
that were not already engaged at the health center.
• Provided actuarial certification for the City’s annual State Filing for their self-funded health
insurance plan.
• Affordable Care Act Employer Responsibilities – Brown & Brown provided the following
guidance:
o Patient Center Outcome Research Institute – payment and filing IRS form 720.
o Transitional Reinsurance Filing - TRF Reporting and filing assistance.
o Health Plan Identification (HPID) – Filing to Centers from Medicare and Medicaid
Services.
Page 22
City of Sarasota– (Self-Funded with Onsite Clinic)
Employee Benefits Summary – Brown & Brown was awarded the City of Sarasota’s Employee
Benefits consulting contract in December 2016. Included in this contract is the complete suite of
employee benefits brokerage, consulting, and support services. Including complete marketing of
employee benefits coverages, onsite health care center, quarterly claims reviews, open enrollment
meetings, health fair coordination, benefits-at-a-glance booklets, OPEB Filing, Actuarial Services,
Online Enrollment system, Telehealth Program, Employee Assistance Program, Mail Order
Pharmacy Program, and compliance updates.
We have worked with the City to ensure they are making the most out of their onsite health center
and using the health center to drive costs down on their health plan. Each year, Brown & Brown
works with the City to develop any RFPs according to when each contract is expiring.
2017
The City’s 2017 renewal was completed prior to
Brown & Brown being awarded their business.
• Brown & Brown marketed the City’s EAP
plan.
• Provided 8 alternate plans that either matched
or enhanced their EAP plan and ultimately
saved the City $11,000 annually.
• Managed the procurement process for the
City’s health care clinic vendor. The City
chose to transition vendors effective 1/1/2018
from CareHere to Marathon Health.
2018
Brown & Brown marketed all lines of coverage
including procuring rates for short and long-term
disability, which were new lines of coverage to the
City’s program.
• The 2018 competitive marketing process saved
the City more than $15,000 for the 1/1/2019
plan year.
• While the ASO was not taken through a
competitive process, Brown & Brown
negotiated a reduction by $2.00 PEPM a 1-
month fee holiday producing an additional
savings of $20,880 and $43,937 respectively.
• Brown & Brown implemented CanaRx as an
additional resource for safe and affordable
brand name medications. The first year of the
program, the City saved approximately
$270,000 as compared to average U.S. plan
costs.
Page 23
2019
Brown & Brown worked with the City to develop RFPs for medical, Rx, dental, vision, stop loss,
HRA, FSA, COBRA, Online Enrollment. During pre-renewal discussions, Brown & Brown
recommended the City evaluate carving out their prescription drug plan for the 2020 plan year due to
the substantial savings we have seen for other clients recently through a Group Purchasing
Organization we have access to. After the RFP process, Brown & Brown’s Senior Analytic
Consultant analyzed and repriced all medications through the various respondents. The result was
astounding.
• The City is projected to save over 36% on their prescription drug costs in 2020, resulting in
over $1.3 million in savings. This was due to improved purchasing terms and stronger rebates.
• CanaRx continued to prove beneficial as 75 enrolled members received 361 prescriptions at
just over a total of $103,000 as opposed to the average U.S. cost of $375,600. Again, saving
the City almost $272,000 on their prescription spend.
For medical, Brown & Brown worked for months in assisting the City with evaluating ASO options.
This included finalists’ interviews, repricing analysis on claims to determine the strength of each
carrier’s network and a disruption analysis on networks to ensure employees would not be
negatively impacted by a change in carrier/network.
Page 24
City of Palm Coast – 385 full time employees
The City of Palm Coast has been a Brown & Brown client since 1999 and at that time
had only 35 employees. We have worked with them as they have grown to over 400
employees and changed their employee benefits package to grow along with them. Today
they have a successful self‐funded medical and pharmacy program with a high deductible
option and an employee clinic. They have not increased their employee contribution
amounts on their medical plan in four years. Their medical and pharmacy costs are currently in a negative trend.
We have accomplished this while the employees remain very satisfied with their benefits package. In addition
to the financial success of the City’s health plan, Brown & Brown keeps the City up to date with all regulations
and statutes on an ongoing basis.
City of DeLand – 350 full time employees
The City of DeLand has been a client since 2010. Over the years we have worked closely
with the Insurance Committee to evaluate new plan offerings, monitor claims utilization,
and solicit and evaluate competitive proposals. The results of our negotiations on behalf of
the City has saved over $1.4 million dollars in health premiums. Brown & Brown also
works closely with the City’s onsite clinic provider to ensure the City’s insurance plan
benefits from the cost containment provided by the clinic. In addition to the financial success
of the city’s health plan, Brown & Brown keeps the City up to date with all regulations and
statutes on an ongoing basis.
City of Daytona Beach – 775 full time employees
The City of Daytona Beach has been our client since 2010. With aggressive marketing of this account we saved
this client and its employees just under $1,000,000 dollars in one year. We received multiple
rate guarantees for this group as well. The following year we implemented a Health Savings
Account (H.S.A.) plan and strategy that allowed for employees to have multiple options on
their benefit plan. However, if the employees were to choose the H.S.A. plan, the City would
contribute the difference in premium to the individual’s H.S.A. account. Since
implementation, we have been able to better control the loss ration as well as mitigate cost
increases. Prior to this strategy, many of the union employees wanted a separate benefits
package from the other employees. During a recent renewal, we were able to negotiate a -
1% decrease for the medical plan, saving the City $91,000. In addition to the financial success of the City’s
health plan, Brown & Brown keeps the City up to date with all regulations and statutes on an ongoing basis.
Page 25
7. ADDITIONAL SERVICES OFFERED BY THE FIRM THAT ARE NOT LISTED IN THIS RFP
BUT MAY BE OF INTEREST TO THE CITY.
Brown and Brown, Daytona Beach
The Daytona Beach office of Brown & Brown has focused
on risk management and the insurance needs of Florida’s
public entities since 1992. Since that time our public entity
business has grown to include over 230 of Florida’s public
entities ranging from small special districts and towns to
large school districts and counties. Brown & Brown Daytona
has a particularly strong presence in the Volusia County and
Central Florida area. We consult or act as a broker on 15 of
the 16 municipalities in Volusia County and over 75 public
entities within Central Florida.
Compliance with State Statutes and Regulations
Our cities, counties, and school district clients have come to
count on Brown & Brown to keep them compliant and up
to date on any new regulations or state statutes that will
impact their benefits programs. Our internal counsel
monitors initiatives being considered in Tallahassee and
keeps the benefits team informed throughout the legislative
session. A recent example of this was just this year when
the Florida Legislature passed SB 426, which is now known
as the Firefighter Cancer Law. We kept our cities
informed as the bill was being considered and once it was
signed into law, letting them know what exactly this new
law meant. We sent out bulletins and emails as well as
presented at several local luncheons to explain the new law,
our recommendations for coverage, and the potential
unknowns that were still to be resolved via court decisions.
The team assigned to the city of Port Orange is made up of
public sector specialists with each one being trained and
highly experienced with the statutes that govern our public
entity clients. An example of this is Florida Statute 112.08
which governs the procurement of insurance for public
entities. We understand the requirement for cities, counties,
and school districts to allow retirees to continue health
coverage on the group plan. We follow the guidelines
specific to marketing our clients’ insurance plans to get
them a fair price.
We also handle the annual actuarial filing for all our self-
insured public entity clients.
Compliance with Federal Laws
Employee Benefits compliance has become one of the
most complex challenges facing employers and is where
Brown & Brown can add tremendous value. Since the
implementation of the Affordable Care Act, employers are
turning to us more than ever to keep them informed and to
assist them in complying with all DOL requirements
Brown & Brown has recognized this challenge facing our
employer clients, and in turn, has devoted substantial
resources into developing solutions for addressing the
ACA requirements. We have hired Miller Johnson, a
highly regarded ERISA/Employee Benefits Compliance
firm, to be on retainer specifically to provide guidance as
it is released and to answer questions that arise.
Brown & Brown will strive to keep city of Port Orange
leadership and employees informed. We distribute several
employee communications during open enrollment and
throughout the year regarding wellness, compliance,
benefit offerings and various newsletters that will be
reviewed and approved by the city of Port Orange prior
to printing and distributing to employees.
In addition to ACA Compliance, any time a client has a
benefit related legal question, we email our attorneys at
Miller Johnson and forward their legal opinion on the
matter to the client. These responses are generally within
the same day and add significant value. Should changes in
regulation impact the City’s employee benefits program, we
will work with Miller Johnson to ensure you are educated
on the matter as early as possible and a plan is established
for compliance moving forward.
For some of the less complex HR / compliance questions,
we have additional resources such as HR Workplace
Services and Zywave, which also provide guidance for our
clients. In addition to having the above resources available
for specific questions and issues, we frequently advise our
clients to attend the webinars that are hosted to proactively
ensure compliance. We periodically send out newsletters
and communications to keep our clients at the forefront of
any legislative and/or industry updates.
Page 26
In addition to the quality services highlighted in this RFP, Brown & Brown offers the below additional
services:
• Free Cobra Administration
• HR Workplace Services – additional HR
consulting and advise for all HR needs
• Benefits Admin/Online Enrollment – Online
enrollment, billing, ACA compliance reporting
and ongoing benefit administration
• Certified Wellness Program Coordinator
• Quarterly Claims Review (including historical
claim analysis to identify trends and anomalies
and make recommendations for potential actions
to be taken
• Employer and employee contribution modeling
• Ad Hoc Claims Analysis any time throughout the
year
• Dedicated Senior Account Manager
• Expert Consulting and Implementation of
Employee Clinics
• Customized Rx Programs
• Customized wellness programs
• Zywave
• Benchmarking Analysis
• Access to Florida Local Government Health
Insurance Consortium
• Self-funded Feasibility Study
• Telemedicine Programs
• Employee Decision Making Tools
• Employee Total Compensation Statements
• Section 125 Compliance
• Plan Document/Wrap Document Preparation
• Medicare Supplemental Plan Options
• Assistance with Union Negotiations
• Free Access to ERISA Attorney
• Employee Surveys
• Dependent Eligibility Audits
• Pharmacy Benefit Manager Consulting
• Advantage Card Coalition
• Payroll vendor partnerships/discounts
• Commission Workshop Presentations
• Plan Design Analysis for medical and ancillary
coverages (review of alternative options with
associated cost savings projections)
• On-going contract review (to ensure conformity
with City requirements)
• Attend and participate in annual open
enrollment/benefits fairs
• Coordinate and participate in implementation of
benefits, open enrollment and employee
educational meetings
• Development of employee
communications/educational materials
• Prepare and customize Benefits at a Glance
Booklets
• State and Federal Legislative Compliance and
updates including ACA
• Provide guidance and assistance with PPACA,
HIPAA, ADA, FMLA, etc. reporting and
employee notification
• Billing reconciliation and audits
• Act as a liaison with employees and insurers to
resolve any issues/claim settlements
• Design and prepare annual personalized
Employee Compensation Statements
• Provider Transparency Tools
• Health Advocacy Services
Page 27
Tab B: Qualifications and Abilities of
Professional Personnel
Page 28
1. DESCRIPTION OF THOSE INDIVIDUAL’S EDUCATIONAL BACKGROUND
INDICATING SPECIFIC STEPS TAKEN TO REMAIN CURRENT WITH TRENDS IN
THE INSURANCE INDUSTRY.
Professional Designations
We are committed to remaining
at the forefront of all industry
trends by participating in
professional memberships,
continuing education, and
through earning designations, as
a result, most teammates hold
professional insurance/risk
designations, including:
CEBS – Certified Employee
Benefits Specialist
GBA – Group Benefits
Associate
GBDS – Group Benefits
Disability Specialist
GWPC -Certified Wellness
Program Coordinator
VBS – Voluntary Benefits
Specialist
Professional Organization
Memberships
Florida League of Cities
Florida City and County
Management Association
Florida Association of Special
Districts
Florida Public Human
Resources Association
National Association of Health
Underwriters
National Organization of Life &
Health Agents
Florida Association of Counties
Florida Educational Risk
Management Association
Public Risk Management
Association
Employee Benefits Expertise
Brown & Brown’s Employee Benefits practice makes your people our business. Backed by
our national strength, our local service teams leverage our knowledge and experience to
optimize the value created by your employee benefits program. Whether improving
employee attraction and retention, getting the most out of your vendor partners, optimizing
medical costs, or helping you assess the most suitable technology to meet your needs, our
thoughtful and customer‐specific solutions help give you peace‐of‐mind.
Brown & Brown Daytona’s employee benefits staff of 50 teammates has over 500 years of
collective benefits experience and each member is licensed by the State of Florida
Insurance Department. Members of our team have rich backgrounds in a range of insurance
professions including underwriting, risk management, claims processing, third party claims
administration, medical billing, HR management, wellness plans, provider contracting,
marketing, employee benefits technology as well as account management and health and
welfare plan implementation.
We provide our teammates with extensive training that is on-going and includes categories
such as industry overview, lines of coverages, carriers/vendors, servicing employers and
members, compliance, technology, open enrollment and human resources. Below is a
snapshot of some of the specific training items our teammates receive:
Page 29
This information is proprietary and confidential and is not subject to public record.
Brown and Brown University (BBU)
Teammate development is very important at Brown & Brown. Our company leaders believe that
change is constant, but culture survives, so Brown & Brown is forever. We want to constantly and
consistently get better. Growth, change and teammate development is the hallmark of a healthy,
flourishing company.
Brown & Brown University is a critical part of our ongoing education program and a key component
of our relentless pursuit of talent development. At BBU, teammates, mentors, and leaders gain
knowledge and form bonds that are the building blocks of a strong team. This helps drive our
advocacy and service model, supports cross-company collaboration, and ultimately furthers our
success.
Structure of BBU
Brown & Brown University is designed to ensure that new and existing teammates receive consistent
messaging regarding company culture, compliance, and job-related processes and procedures. Due to
the decentralized nature of Brown & Brown, some profit centers may have extensive education
programs in place, while others do not. The learning products available within Brown & Brown
University may either replace or supplement the existing profit center education program.
New Brown & Brown teammates are automatically enrolled in the Onboarding curriculum. They
have 30 days to complete the training and upon completion are automatically enrolled in the school
and curriculum that best matches their role in the company. Existing teammates are automatically
enrolled in the appropriate school and curriculum as it is deployed in the learning management
system or as their role within the company changes.
In addition to a teammate's
job role training, which is
automatically assigned, all
learning products within
Brown & Brown University
are available to all
teammates. The catalog
within the learning
management system allows
teammates to browse or
search for any items of
interest. Learning products
include:
Page 30
This information is proprietary and confidential and is not subject to public record.
The basic structure of Brown & Brown University is as follows:
In addition, each staff member is State licensed and is encouraged and incentivized to earn any
of the following advanced insurance credentials.
• GBDS – Group Benefits Disability Specialist
• VBS – Voluntary Benefits Specialist
• GBA – Group Benefits Associate
• CEBS – Certified Employee Benefits Specialist
• CWPC – Certified Wellness Program Coordinator
• REBC – Registered Employee Benefits Consultant
Page 31
2. DESCRIPTION OF INDIVIDUAL’S WORK EXPERIENCE INCLUDING ALL PAST
EMPLOYMENT AND NUMBER OF YEARS AS AN AGENT/BROKER IN THE
INSURANCE FIELD. ALSO, INDICATE LENGTH OF TIME WITH YOUR FIRM AND
IN THEIR CURRENT POSITION
Administration and Staff Qualifications
The administrative staff assigned to City of Port Orange consist of the following functional groups
and teammates:
• Service/ Account Management (Laurie Nelson, Theresa Muscovitz, Amanda Huston)
• Carrier Marketing (Lindsey McClammy and Brenda Thurston)
• Wellness and Open Enrollment (Tiffany Hill, Steve Hall)
• Analytics (Brendan Savage)
Authoritative Direction of Control
Steve Farmer
Executive Vice President
Dustin Smurdon
Vice President & Benefits Leader
Lindsey McClammy
Marketing Leader
Brenda Thurston
Senior Marketing
Analyst
Theresa Muscovitz
Service Leader
Amanda Hutson
Billing, Invoice,
Compliance
Brandon Savage
Director of Analytics
Jessica Scott
Senior Vice President
Tiffany Hill
Certified Wellness
Program Coordinator
& Implementation
Leader
Steve Hall
Implementation
Specialist
Senior
Leadership
Assigned Team
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Steve Farmer, Executive Vice President
sfarmer@bbdaytona.com | (386) 239-7233
Steve Farmer is responsible for Brown & Brown’s Daytona Beach office including sales, service, and
operations. Steve has over 20 years of insurance industry experience with Brown & Brown and has
worked with many of Florida’s public entities. Steve started his career at Brown & Brown as an
Account Executive and he moved into the Executive Vice President role running the Daytona Beach
office 3 years ago. Steve will serve as a resource in expediting the resolution of any critical matters
with top management at the insurance companies for the City of Port Orange staff and employees.
Dustin Smurdon, Vice President & Benefits Leader
dsmurdon@bbdaytona.com | (386) 239-8889
Dustin Smurdon is responsible for the overall performance of the Daytona Beach Employee Benefits
Division. The team consists of about 50 teammates focusing on Service, Analytics, Marketing,
Enrollment/Implementation and Wellness. Dustin has been with Brown & Brown since 2015. Prior
to Brown & Brown, Dustin spent nearly 12 years with JPMorgan Chase in various operational and
leadership roles. He currently serves on the Board of the United Way of Volusia and Flagler
Counties as the Chair Elect. He is originally from Ohio, where he attended Ohio University and
obtained his Bachelor of Business Administration degree in Finance and Marketing. Dustin holds his
insurance licenses for Life, Variable Annuities & Health along with the General Lines Property &
Casualty.
Jessica Scott, Senior Vice President, City of Port Orange Primary Contact
jscott@bbdaytona.com | (864) 918-1353
Ms. Jessica Scott will serve as the primary contact (Account Executive) for The City of Port Orange
and will work together with the assigned team at Brown & Brown to ensure needs are being met on a
daily basis. Jessica has over 15 years of benefits consulting experience with Brown & Brown, in the
Account Executive role. Prior to Brown & Brown, Jessica worked for a technology company in sales
from the time she graduated college until starting her career at Brown & Brown. Jessica will be
responsible for leading the team in all aspects of the health & welfare engagement. She will provide
strategic advice and support on all facets of the employee benefit plans, from plan design strategy,
funding alternatives, implementation, administration, board and committee presentations, resolving
escalated service/claim issues and compliance.
Jessica has been working with both local and statewide public entity clients for the duration of her
career. Jessica also serves on the following local non-profit boards: PACE Center for Girls, YMCA,
Checkered Flag Committee and former Board Chair of Domestic Abuse Council and United Way of
Volusia and Flagler. Jessica grew up in Ormond Beach and went to college at Furman University in
Greenville, SC, where she obtained her Bachelor of Arts degree in Psychology. Jessica holds her
insurance license for Life, Variable Annuities & Health.
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Jessica currently manages 58 clients: 18 large, 28 medium and 12 small clients.
Jessica’s Areas of Expertise Include:
• Annual renewal negotiations for all clients (medical, dental, vision, life, disability, flexible
spending accounts, and voluntary benefits)
• Managing RFP process
• Working closely with Insurance Committees to establish renewal calendars, and with RFP
design and management, vendor selection, and negotiations
• Presentations to Boards, Committees, Unions, etc
• Monthly, Quarterly, and Annual claims reviews to include Executive Summaries and
• recommendations in order to accomplish budgetary goals
• Compliance oversight for all clients
• Coordination with actuary to assist with 112.08, RDS, and OPEB filings for self-funded
public entity clients
• Recently working with HR and Finance departments to assist them with applying for a Small
Business Loan through the CARES Act.
• Pharmacy disruption analysis to determine the impact of changing Pharmacy Benefit
Managers (PBMs)
• Claims re‐pricing analysis to determine the potential savings between networks
• Wellness program design, implementation, and ongoing initiatives
• Payroll vender selection and implementation
• Transitioning multiple clients from fully insured to self-funded health plans
• Onsite/Near-site clinic consulting to include RFP process, vendor selection, and ongoing
coordination between clinic vendor and health plan
• Disability contract analysis to identify potential areas of concern or where improvements
could be made based on industry
• Healthcare concierge vendor selection and implementation
• Open enrollment planning, presentations, and assistance with enrolling in benefits
Commitment to the highest level of service to both HR and leadership teams at clients as well as their
employee
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Lindsey McClammy, Marketing Leader
LMcClammy@bbdaytona.com | (386) 239-8892
Lindsey McClammy oversees Brown & Brown Daytona Beach’s employee benefits marketing team.
She has spent her 10+ years at Brown & Brown first as small business leader, then as senior
marketing analyst, and developed into a leader with strong carrier relationships to get deals done for
our clients. Lindsey earned her Bachelor of Arts in Communications from the University of West
Florida and holds a Florida Life & Health (2-15) License.
Areas of specialization include:
• Self-Funded RFP Specifications
• Medical, Dental, Vision, Life, Disability, and Voluntary Products
• Fully Insured Plans, Partially Self-Funded Plans, and Self-Funded Plans
• Carrier Negotiations
• New carrier relationship development
• Contribution modeling and develop customized ad hoc reports with insurance carriers to
facilitate the City of Port Orange with plan decision throughout the year
Brenda Thurston, Senior Marketing Analyst
bthurston@bbdaytona.com | (386) 239-7230
Brenda Thurston will be responsible for the marketing process and will be available to the City of
Port Orange all year to propose new market options as they become available. She has over 21 years
of employee benefits experience, where she has been leading our large group & public entity
Marketing Department. She holds a Florida Life & Health (2-15) License and earned the Associate in
Insurance Account Management (AAIM) designation from the Florida Association of Insurance
Agents. Brenda has significant knowledge regarding the Florida market as well as relationships with
all major Florida medical and ancillary carriers.
Areas of specialization include:
• Prepare RFP for City of Port Orange’s benefit coverages, gather the required information to
send to carriers
• Release bid to all carriers with detail information on requirements, answer all questions that
may follow
• Review and analyze bids when they come in and prepare formals proposals for presentation
• Negotiate with carriers
• Notify carriers of final decision, order benefit summaries, applications, certificates, and policies
• Term letter to prior carrier(s)
• Review certificates and policies to be sure they are accurate to sold benefits
• Meet with carriers throughout the year to stay up to date with plans, trends and continued
training
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Theresa Muscovitz , Senior Account Manager
TMuscovitz@bbdaytona.com | (386) 239-7248
Theresa Muscovitz will oversee the team servicing the City of Port Orange and will be available for
any service issues and concerns. She has over 20 years of insurance industry experience and holds a
Florida Life & Health (2-15) License. Theresa has been in the Account Management role at Brown
& Brown for the last 6 years. Prior to that, she spent 9 years as an HR/Operations Director with a
cobra TPA and earlier in her insurance career she spent 5 years as a cobra implementation specialist.
Areas of specialization include:
• Training of service team
• Maintaining strong relationships with service leaders at each carrier to resolve issues on
behalf of our clients
• Assist employees during annual enrollment with benefit questions
• Providing guidance on employee benefit legislation, regulation, and procedures to ensure
compliance
• Prepare communication for Annual Enrollment
• Assist client with eligibility issues
• Assist with implementation/ ongoing utilization of Benefit Administration system
• Assist with compliance items- COBRA, LOA, Retiree Billing
• Solving claims issues
• Process the annual renewal within the benefit administration system for carriers, rates and
class structure
• Test, correct and retest the benefit administration system
• Assist or make appropriate liaisons regarding ACA processing and questions on employer
reporting
• Lead the implementation of new carriers and plan designs for the City
• Prepare the Benefits At a Glance handbook and additional employee communications
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Laurie Nelson, Service Manager
lnelson@bbdaytona.com | (386) 239-4054
Laurie Nelson will oversee the team servicing the City of Port Orange, serve as its Account Manager
and will be available for any escalated service issues and concerns. Laurie will be assisting and her
team to ensure fluent communication and adequate problem solving. She has over 24 years of
insurance industry experience and holds a Florida Life & Health (2-15) License. Laurie started her
insurance career in 1994 with a local TPA as an Account Manager. Brown & Brown purchased the
TPA and Laurie moved into an Account Manager role with Brown & Brown for 10 years. She was
promoted to Service Manager with Brown & Brown 8 years ago and continues to lead the Account
Management team today in this role.
Areas of specialization include:
• Maintaining strong relationships with service leaders at each carrier to resolve escalated issues
on behalf of our clients
• Developing customized services based on our clients’ requests and needs
• Providing on-going guidance on employee benefit legislation, regulation, and procedures to
ensure compliance
• Ensuring the Account Management team is properly staffed to support our clients
• Providing continued training for Account Management team
• Assisting with implementation/ ongoing utilization of Benefit Administration system
Amanda Hutson, Billing, Invoice, Compliance
ahutson@bbdaytona.com | (386) 944-5809
Amanda will serve as the city’s dedicated analyst for billing, invoicing, and compliance. She has
been with Brown & Brown for 5 years and previously worked in the financial serves industry for 17
years. Some of her responsibilities include:
• Dedicated to client billing to include but not limited to audit, research, and resolution
• Auditing 1st months invoice after renewal and continued audits throughout the year as needed
• Assist Account Managers with additional client related projects
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Brandon Savage, Director of Risk Management
bthurston@bbdaytona.com | (386) 239-7230
Brandon Savage is responsible has over 12 years of insurance industry experience primarily and has
excelled in a variety of diverse roles during this time, including Account Executive and Director of
Account Management, Director of Risk Management for clients over 100 lives. He is an alumnus of
the State University of New York and holds a Florida Life & Health License. Brandon has been with
Brown & Brown just under 5 years and leads the Analytics team, with responsibility for 3 teammates.
On a high level, Brandon’s team is responsible for analyzing claims data, making recommendations
for changes in plan design where needed, benchmarking plan designs, identifying cost drivers, as
well as serving as the primary liaison with our actuaries. Specifically, his team provides quarterly
claims analysis, total costs projections, benchmarking reports, contribution modeling, alternate stop
loss deductible recommendations, and develop customized ad-hoc reports to address other areas of
interest/concern.
Areas of specialization include:
• Actuarial Projections – aggregation of data, work with the Actuary, summarization of
financial results
• Renewal Meeting Preparation and Presentation with HR and Health Insurance Committee to
progress towards goals
• Monthly Plan Performance vs. Budget summaries, including stop loss monitoring and rebate
tracking
• Ad-Hoc Reporting
• Semi-Annual / Quarterly Plan Performance Reviews
• Budget Reporting/Projections
• City Commission Presentations
• FS 112.08 Filing – Aggregation of data, production of draft and filing by Actuary
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Tiffany Hill, Certified Wellness Program Coordinator & Implementation Leader
thill@bbdaytona.com | (386) 333-6064
Tiffany Hill has over 12 years of insurance/employee benefits experience. Tiffany started her career
as an HR Director for a local company for 6 years. She came to Brown & Brown 6 years ago and
started as an Account Manager. Three years later, she became the leader of the implementation team.
She is responsible for maintaining implementation calendar throughout the year, which includes all
open enrollment meetings for entire Brown & Brown Daytona employee benefits book of business.
Tiffany maintains relationships with the producer, marketer, and account manager as main point of
contact for setting up both in person and virtual open enrollment meetings. Tiffany is responsible for
sending out follow up client satisfaction surveys as well as communication results to internal team.
She works directly with benefits leader to constantly seek out new and efficient solutions to provide
client with ongoing education on their health and wellness plans.
Tiffany became certified as a Wellness Specialist in 2017. As a Wellness Specialist, Tiffany is the
client point of contact for any corporate wellness program initiative/effort. Tiffany is responsible for
assisting clients as well as working with carrier partners to create and roll out all levels of corporate
wellness programs. This includes supporting the client through organizing various onsite screenings
and health fairs, creating and providing employee communications, assisting with client’s online
wellness platform, assisting clients with the creation of company wellness committee and lastly
developing/driving yearly wellness strategies and goals. Tiffany is a certified as a wellness program
coordinator through The Chapman Institute (CWPC) and holds a Florida Life & Health (2-15)
License.
Steve Hall, Implementation Specialists
shall@bbdaytona.com
Steve Hall has been and will continue to be the City of Port Orange’s dedicated implementation
specialist. Steve’s responsibilities will focus in and around the time of open enrollment but will also
engage new employees per the direction of the City on a monthly or quarterly basis. Steve has an
excellent understanding of all lines of coverage that we offer and has worked with all carriers through
new business and renewals. Steve has over 10 years of customer service experience and is well
versed in handling an array of questions, comments, and concerns from employees and will host as
many meetings as the city of Port Orange requires during open enrollment. Steve holds a Florida
Life & Health (2-15) License.
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3. DESCRIPTION OF INDIVIDUAL’S PERSONAL KNOWLEDGE OF INSURANCE
MARKETS, SPECIFICALLY HEALTH AND DENTAL FOR FLORIDA LOCAL
GOVERNMENTS.
We have outlined within each teammates’ resume and description that the City has been assigned a
team where each individual has at least 10+ year of experience either in the insurance industry and at
Brown & Brown. Therefore, the City has a dedicated team assigned who has worked with health and
dental plans for Florida local governments for several years and are experts within these markets. The
entire team at Brown & Brown meets weekly with insurance carriers, specifically medical and dental,
as well as additional lines of coverage, to understand all updates within each carrier in the
marketplace so we can keep our clients abreast of the latest trends, plans, and products available. We
complete training early every year with each carrier to understand the plans that have been filed for
that year and the changes that have been made. Through our national and local contacts, we continue
to develop new partnerships with medical and dental carriers. Our compliance team alerts us of any
mandates and changes that need to be implemented specifically for our Florida public entity clients.
4. DESCRIPTION OF THE FIRM’S RESOURCES AVAILABLE FOR KNOWLEDGE IN
THE FOLLOWING BUT NOT LIMITED TO AREAS, PPACA, COBRA, HIPAA, FSA,
SECTION 125, CAFETERIA PLANS, AND HDHP/H.S.A.
Employee Benefits compliance has become one of the most complex challenges facing employers
and is where Brown & Brown can add tremendous value. We have access to ERISA attorneys,
Employment Law attorneys, HR workplace, Zywave, Spot on Resources and the CoreCompliance
Applications to stay well-informed of all Federal and State mandates and requirements. We also
provide our clients with access to HR workplace, so they have access to HR professionals for non-
health and welfare related questions. Also, our Service Leader, sends out monthly compliance
updates to our clients, and the items that apply to the City are discussed in detail. All of the required
annual employee notices are included in the Benefits at a Glance booklet we produce annually, which
can be posted to your intranet and reviewed at open enrollment.
In addition to having the above resources available for specific questions and issues, we frequently
advise our clients to attend the webinars that are hosted to proactively ensure compliance. We
periodically send out newsletters and communications to keep our clients at the forefront of any
legislative and/or industry updates.
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Brown & Brown also utilizes:
✓ HIPAA HiTech Compliance
✓ Cloud Computing and Server Systems
✓ Encrypted Emails
✓ IT Infrastructure Compliant with SOX
See below for Compliance Resources Communications Examples.
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If the City of Port Orange would like to evaluate alternative to their current section-125 benefits plan,
we would include some questions in your employee surveys to evaluate employee interest in
exploring alternatives to a traditional cafeteria plan like moving to a post-tax arrangement. We can
vet out alternatives using our various vendor relationships. Brown and can conduct a full audit of the
City of Port Orange’s section 125 to ensure compliance. Items that must be included are:
5. DESCRIPTION OF THE FIRM’S LEGAL RESOURCES ASSOCIATED WITH
EMPLOYEE BENEFITS.
As a consultant for several multi-state employers, our team is thoroughly trained on new and current
state regulations pertinent to the compliance of our customers. We have both internal and external
legal counsel to keep us at the forefront of any changes in both state and federal legislation. Our
internal legal counsel is used to advise for most matters, as they are also insurance experts. In
addition to our internal team, we have contracted with a third-party legal firm, Miller Johnson and
Ford Harrison, both specializing in all aspect of Health and Welfare plans including PPACA,
HIPAA/HITECH, Medicare Part D, Employment law, FMLA, FFCRA, and the CARES Act. In
addition, any time a client has a benefit related legal question, we email our attorneys, and forward
their legal opinion on the matter to the client. These responses are generally within the same day and
add significant value. We are also able to coordinate conference calls with our attorneys as
needed. Should changes in regulation impact the City of Port Orange employee benefits program, we
will work with our attorneys to ensure you are educated on the matter as early as possible and will
assist in establishing a plan for compliance moving forward. Our National Employee Benefits team
and attorney partners have created state-specific compliance guides, checklists, and training videos to
ensure our clients’ programs conform with all necessary regulations
In addition, our team can utilize
technology like the
CoreCompliance application to
adapt to each of our clients’
specific compliance needs. The
CoreCompliance application
operates on a proprietary
platform that adapts to each
customer’s specific needs. The
items for review are determined
based on responses to specific compliance questions during the live compliance exploration. Use of
the proprietary platform enables a more detailed review of applicable compliance issues while
forgoing compliance topics that do not apply to the employer.
• A description of benefits
• Coverage period
• Eligibility rules
• Election period
• General irrevocability rule
• Permitted exceptions to that rule
• Effective period
• Way employer contributions are made
• Maximum salary reductions available
• Plan year
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For example, if an employer states that because of ACA, they now have non-salaried employees
participating in their Section 125 plan to pay for major medical coverage, but are not eligible for
other benefits offered under the Section 125 plan, the application notes that this is a possible
discrimination issue, and allows the consultants to provide a suggested course of action to address the
issue further.
Brown & Brown will provide written guidance to the City’s staff any time a new state or federal law
changes which may impact the City’s benefits program. Recent examples include the FCCRA, Cares
Act and Consolidated Appropriations Act information related to the COVID-19 pandemic. We also
provide monthly updates in HR, the employee benefits industry and compliance matters. Our Medical
Director and compliance teams host regular webinars and additional resources to ensure the City is
well informed. In addition to regular interaction with your Senior Vice President and Account
Manager on these matters, available resources will include:
• Brown & Brown Internal Counsel
o Anything specific to Florida statutes can be researched by Brown & Brown’s internal
counsel
▪ For example, the Fire Fighter Cancer Law that went into effect 7/1/19 for public
sector groups
• Subject Matter Experts within Brown & Brown
o Dr. Louise Short – National Clinical Leader
o Nick Karls – VP, Regulatory & Legislative Strategy
o Population Health Team
o Innovation Hub
o EB Tech Team
• Miller Johnson - ACA/ERISA/Compliance Attorneys on retainer
o Provide written legal guidance for clients as needed usually within the same day of the
request
o Written compliance updates
o Seminars/Webinars when new regulations are released
• Spot On Resources Online Client Portal
o Search by topic name to find related compliance bulletins, overviews, and other
resources
o HR Workplace - HR consulting service is and will continue to be provided to the City
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Brown & Brown will advise and assist on all tracking and monitoring of the many employer
mandates and financial responsibilities that are reviewed, including:
• Medicare Part D
• 6055/6056 Tracking and Reporting
• W-2 Reporting
• Pay or Play Penalties
In addition to the services above, Brown & Brown performs the following tests to ensure our clients’
plans are compliant. These tests are run through our in-house models or checked against federal
guidelines to ensure compliance.
• Affordability testing for ACA purposes
• Actuarial 60% value testing for ACA purposes
• Non-Discrimination testing
• GINA, ADA, and ACA testing for wellness programs
• Mental Health Parity
Brown & Brown has implemented Benefits Administration Technology for several of our clients in
order to help them stay compliant with eligibility, ACA reporting, measurement/look back periods,
employee notices, etc. In addition to ACA compliance, Brown & Brown assists our clients in
complying with the following regulations:
• IRS Section 125
• COBRA
• Medicare Part D Annual Disclosure to CMS
• CHIP Notices
• Women’s Health & Cancer Rights Notice
• Newborn’s and Mother’s Health Protection Act
• HIPAA
• HITECH
• ADA
• OPEB
• FMLA
• FFCRA
• CARES Act
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Tab C: Location and Accessibility
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Account Executive assigned to The City of Port Orange
Jessica Scott, Senior VP of Employee Benefits
Brown & Brown Insurance
300 North Beach Street
Daytona Beach, Florida 32114
Ms. Jessica Scott will serve as the primary contact for The City of Port Orange and will work together with
the assigned team at Brown & Brown to ensure needs are being met on a daily basis. Jessica has over 15
years of benefits consulting experience with Brown & Brown. Prior to Brown & Brown, Jessica worked
for a technology company in sales from the time she graduated college until starting her career at Brown &
Brown. Jessica will be responsible for leading the team in all aspects of the health & welfare engagement.
She will provide strategic advice and support on all facets of the employee benefit plans, from plan design
strategy, funding alternatives, implementation, administration, board and committee presentations,
resolving escalated service/claim issues and compliance.
Jessica has been working with both local and statewide public entity clients for the duration of her career.
Jessica also serves on the following local non-profit boards: PACE Center for Girls, YMCA, Checkered
Flag Committee and former Board Chair of Domestic Abuse Council and United Way of Volusia and
Flagler. Jessica grew up in Ormond Beach and went to college at Furman University in Greenville, SC,
where she obtained her Bachelor of Arts degree in Psychology. Jessica holds her insurance license for Life,
Variable Annuities & Health.
Jessica’s Areas of Expertise Include:
• Annual renewal negotiations for all clients (medical, dental, vision, life, disability, flexible spending
accounts, and voluntary benefits)
• Managing RFP process
• Working closely with Insurance Committees to establish renewal calendars, and with RFP design and
management, vendor selection, and negotiations
• Presentations to Boards, Committees, Unions, etc
• Monthly, Quarterly, and Annual claims reviews to include Executive Summaries and
• recommendations in order to accomplish budgetary goals
• Compliance oversight for all clients
• Pharmacy disruption analysis to determine the impact of changing Pharmacy Benefit Managers
(PBMs)
• Claims re‐pricing analysis to determine the potential savings between networks
• Wellness program design, implementation, and ongoing initiatives
• Transitioning multiple clients from fully insured to self-funded health plans
• Onsite/Near-site clinic consulting to include RFP process, vendor selection, and ongoing coordination
between clinic vendor and health plan
• Disability contract analysis to identify potential areas of concern or where improvements could be
made based on industry
• Healthcare concierge vendor selection and implementation
• Open enrollment planning, presentations, and assistance with enrolling in benefits
Commitment to the highest level of service to both HR and leadership teams at clients as well as their
employee’s.
Page 49
Account Manager assigned to The City of Port Orange
Theresa Moscovitz, Senior Account Manager
Brown & Brown Insurance
300 North Beach Street
Daytona Beach, Florida 32114
Theresa Muscovitz will oversee the team servicing the City of Port Orange and will be available for
any service issues and concerns. She has over 20 years of insurance industry experience and holds a
Florida Life & Health (2-15) License.
Areas of specialization include:
• Training of service team
• Maintaining strong relationships with service leaders at each carrier to resolve issues on
behalf of our clients
• Assist employees during annual enrollment with benefit questions
• Providing guidance on employee benefit legislation, regulation, and procedures to ensure
compliance
• Prepare communication for Annual Enrollment
• Assist client with eligibility issues
• Assist with implementation/ ongoing utilization of Benefit Administration system
• Assist with compliance items- COBRA, LOA, Retiree Billing
• Solving claims issues
• Process the annual renewal within the benefit administration system for carriers, rates and
class structure
• Test, correct and retest the benefit administration system
• Assist or make appropriate liaisons regarding ACA processing and questions on employer
reporting
• Lead the implementation of new carriers and plan designs for the City
• Prepare the Benefits At a Glance handbook
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1. NUMBER OF ACCOUNTS FOR WHICH THE ACCOUNT EXECUTIVE IS
RESPONSIBLE.
Jessica currently services 58 accounts: 18 Large (over 500 employees), 28 medium (100-500
employees) and 12 small (2-100 employees)
Theresa serves as Account Manager for 15 accounts.
2. HOW THE CITY’S ACCOUNT WOULD COMPARE IN SIZE AND SCOPE TO OTHER
CLIENTS OF THE AGENT/BROKER.
Brown & Brown is a middle market broker, meaning the average size accounts we have within our
book of business is between 100-500 employees. Therefore, The City of Port Orange is exactly the
size account we have expertise in servicing. Specifically, the majority of Jessica Scott’s accounts
range between 100-500 employees, as well.
3. STEPS THE ACCOUNT EXECUTIVE OR THE FIRM WILL TAKE TO ASSURE
THAT PROPER ATTENTION WILL BE GIVEN TO THE CITY’S ACCOUNT AS
YOUR BOOK OF BUSINESS GROWS.
Brown & Brown is staffed in anticipation of acquiring new clients and plans carefully for increases
in workload to ensure we sustain the highest level of service. This is why our Daytona Beach
benefits team has grown to over 50 employees, and we continue to hire in anticipation of taking on
new accounts. We have designated areas within our department, so depending on the need or issue
that arises, we have an expert who can respond immediately based on the nature of the need or issue.
This team is a resource to the Account Executive assigned to the City, so that Jessica can focus on
the more immediate issues or projects that come up, as well as the marketing/renewal process,
claims reviews and compliance assistance. A dedicated Account Manager (Theresa) is assigned to
the City and serves as the day-to-day contact, while keeping the Account Executive abreast of any
issues or questions the City has. Theresa and Jessica work together to give the City proper responses
and attention to issues within the same day. We provide the City with direct office numbers, email
addresses and cell phone numbers to ensure accessibility of the team assigned. We provide back-up
personnel in the event of a team member being absent or unavailable. Each Account Manager has a
technical assistant assigned, so that the Account Manager can focus on the more complex issues that
arise, while the technical assistant can address more time consuming, but less complex issues. The
Account Executive works with this team to ensure that if any issues are escalated or emergencies,
she can involve the proper parties to find resolution quickly. Jessica is available to the City 24/7 and
typically responds either immediately or within a couple hours, even on nights, holidays and
weekends.
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4. DESCRIBE WHAT ACCESS WILL BE MADE AVAILABLE TO ADMINISTRATORS
AND TO EMPLOYEES. OUTLINE THE RESPONSE PROCESS AND TIMEFRAME
FOR ADDRESSING NEEDS AND/OR CONCERNS OF THE CITY’S ADMINISTRATION
AND/OR THE CITY’S EMPLOYEES.
Our service philosophy is concierge customer service to ensure the City of Port Orange’s
administrators and employees have a high
level of satisfaction with their health and
welfare plans. We strive for proactive
account management so that we can bring
solutions to the table before a lot of issues are
encountered. We always call or return emails
within 24 hours and also attempt to solve the
issue within that same time frame. If we
cannot then we provide our clients with a
timeline as to when the issue will be resolved.
The key to effective communication and
coordination of employee benefits programs is organization and follow-through. Our team utilizes
Vertafore and a suite of agency management systems called AMS360 Online, ImageRight and
BenefitPoint. These systems enable our team to effectively manage all client tasks with
integrated solutions focused on identifying, tracking and completing workflows on time, every
time.
5. PROVIDE TIMEFRAME FOR STAFF RESPONSE TO ANY CITY INQUIRES.
Brown and Brown has a guaranteed 24 hour response time, but typically response time is immediate
or within the same day. We try to have resolutions back to our clients within 24 hours, if it is not
something we can resolve immediately and requires further escalation and research. However, we
keep our clients informed on the estimated time to resolve issues and where we are in the process.
Account Managers are available to the City weekdays, typically between 7am-6pm, but most work
beyond those hours, as well. Jessica Scott is available 24/7 to ensure that the City will receive a
response, even if it is nights, holidays and weekends. She has found that some urgent issues do come
up after hours, and she wants to make sure City staff and employees know she is available any
anytime to assist.
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Tab D: Licenses/ Insurance
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The license to Practice in the State of Florida:
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Sunbiz Brown and Brown Annual Report
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Professional Licenses:
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Proof of Insurance
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Tab E: Financial Stability/ Litigation
and Debarment History
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Financial Stability
Certified Financial Statements
Brown & Brown’s 10-K is our annual report required by the U.S. Securities and Exchange
Commission, that gives a comprehensive summary of our financial performance. Brown &
Brown’s financials are audited by an independent registered public accounting firm, Deloitte &
Touche LLP, per the 10-K found in the link below:
https://investor.bbinsurance.com/node/17511/html
This tab shall contain information on the nature and magnitude of any litigation or proceeding
whereby, during the past five (5) years, a court or any administrative agency has ruled against the
firm in any matter related to the professional activities of the firm. None to be reported
This shall include any class actions within your company where named, industry investigations by
Attorneys General, in addition to individual cases. None to be reported
We are prepared to supply a financial statement upon request. In addition, as a publicly traded
company, our financials can be found: https://investor.bbinsurance.com/annual-reports
Brown & Brown has not had any debarmen t actions against our company by the City or any
other public entity in the last 5 years.
Brown & Brown has not had any contract awarded by another government agency terminated
in default or convenience.
Brown & Brown will inform the City of any new claims filed against us.
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Tab F: Client References for Similar
Projects
Page 63
References
Client * City of Ormond Beach – Public / City
Contact Claire Whitley
Title Assistant City Manager
Phone 386-676-3202
Email Claire.Whitley@ormondbeach.org
Lines of Coverage Medical, Dental, Basic Life, Voluntary Life,
LTD, Worksite, Vision, FSA/HSA/Section
125, Plansource
Time Period of the Project
Address
2008 – Present
22 S. Beach St Ormond Beach, FL 32174
Client* City of Holly Hill – Public / City
Contact Diane Cole
Title Human Resources Manager
Phone 386-248-9440
Email DCole@cityofhollyhill.org
Lines of Coverage Medical, Dental, Basic Life, Voluntary Life,
Vision, Worksite, Plansource
Time Period of the Project 1999 – Present
Address 1065 Ridgewood Ave. Holly Hill, FL 32117
Client * City of Edgewater – Public / City
Contact Julie Christine
Title Human Resources Manger
Phone 386-424-2400 x1701
Email jachristine@cityofedgewater.org
Lines of Coverage Medical, Dental, Basic Life, Voluntary Life,
LTD, Worksite, Vision, FSA/HSA/Section
125, Plansource
Time Period of the Project 2006 – Present
Address 104 N Riverside Dr, Edgewater, FL 32132
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Tab G: Innovative Solutions and Project
Approach
Page 65
Financial
1. HOW CAN YOUR FIRM ASSIST THE CITY FINANCIALLY?
As the largest insurance agency in the state, we work closely with the insurance carrier
representatives and underwriters to stay abreast of the changes in the market and developments
specifically related to the healthcare industry. We regularly attend carrier seminars, host in-house
meetings with insurance carrier representatives, and participate in webinars which relate to issues
affecting our clients. This allows us to keep the City up to date on new cost-saving strategies such as
alternate funding, reference-based pricing, and captive/consortium arrangements – to name a few –
that could be a good fit.
As we place coverage (new and renewal) throughout the state, we use our market clout to have
insurance carriers compete with one another for the business. Because of strong carrier partnerships,
we are usually the first agency in the state to have access to new insurance carrier products.
Brown & Brown will consult with the City through all phases of the marketing and insurance
placement process. There are many factors to be considered when evaluating a proposal, including,
but not limited to, overall cost, network of providers, compliance with RFP, plan design, and
recommendations in regard to the needs and objectives of the City. Preparation and education are
key components that will conclude with a successful outcome – this is where our strategic benefit
plan comes into play. We will then approach the appropriate markets to obtain competitive proposals
which is then consolidated into a marketing analysis that is presented to the City.
Marketing Service Listing:
• Prepare Request for Proposal for benefit services
• Network disruption analysis
• Review all plan documents to ensure all changes are agreed and decided upon
• Provide vendor notifications to the City including recalls on drugs, network additions and
deletions, etc.
• Maintain preferred/highest level status with all insurance carriers
• Generate our own comprehensive underwriting analysis to negotiate carrier rates
• Provide marketing analysis including all competitive quotes within a comprehensive proposal
• Develop new insurance programs via regular meetings with carriers/ TPAs
• Negotiate multi-year rate guarantees, second year rate caps, package discounts, performance
guarantees, technology and wellness subsidies
Once the proposals are received, Brown & Brown will analyze and compare them to the in-force
coverages and illustrate the advantages and disadvantages of each proposal in a marketing
presentation to be reviewed the City’s staff.
The presentation will include: AM Best ratings of carriers, a market summary showing all carriers
that provided competitive proposals, medical, dental, life and AD&D, disability coverages, and
voluntary benefits all highlighted on easy-to-understand spreadsheets. We will also provide a
network analysis to illustrate the strength of each carrier’s network in your area.
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We will outline performance guarantees, wellness/implementation funds, multi-year rates, and
package savings that we have negotiated on City’s behalf. After reviewing all the options, Brown &
Brown will then work with City to determine finalists and begin negotiations with the chosen
carriers.
There are many ways to structure plan designs and each one is custom to each client. Here are a few
ways we work with clients to help with long term premium stability:
• Utilization of self-funded plans when appropriate
• Plan design optimization based off historical and current claims experience and employee
utilization
• Adjusting specific benefits to create steerage of the employees to utilize the plan in a cost-
effective manner
• Evaluation of networks and new trending options. (i.e. ACO’s, narrow networks, wrap
networks etc.)
• Our wellness coordinator custom designs a program to help reduce claims across the entire
group
• Initiate biometric screening and health risk assessments to catch conditions before they
become more serious and turn into a shock claims
• When appropriate, we take the group out to market to make carriers compete with each other.
We have access to all the large medical carriers
• We leverage our national book of business to negotiate the best rates available in the market
• We provide employee education around plan utilization and cost savings measures, to reduce
claims costs
Each quarter, we will review the City’s plan performance and utilization and make
recommendations for cost‐savings. When we project renewal costs, City’s senior analyst,
Brandon, will utilize our plan design modeling tool to estimate the claims savings attributable to
specific plan design changes such as increasing copays, deductibles, or out of pocket maximums.
This tool calculates the actuarial value of the current plan and any alternative plan designs and
calculates claims savings between the two. On the next page, is a sample of an exhibit illustrating
plans the impact of making plan design changes (highlighted in gray) to achieve a lower actuarial
value and thus a corresponding claims savings.
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We will also work with the City to model various employer/employee contribution scenarios and
provide cost projections based on several enrollment migration outcomes. These contribution models
are best in class and take can take into account salary bands, tobacco surcharges, wellness credits, and
any other component of contribution structure City’s desires.
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2. HOW SUCCESSFUL ARE YOUR FIRM’S RENEWALS AND
NEGOTIATIONS?
Marketing
We have a separate and distinct marketing department that assesses all carriers and stays well-
informed on the latest products and services available. We feel we can provide the most
comprehensive marketing effort in comparison to any broker in that we access the entire market and
not just our preferred vendors. As the largest insurance agency in the state, we work closely with
the insurance carrier representatives and underwriters to stay up to date with the changes in the
market and developments specifically related to the healthcare industry. We regularly attend carrier
seminars, host in-house meetings with insurance carrier representatives, and participate in webinars
which relate to issues affecting our clients.
We are able to navigate the marketplace working with virtually all insurance carriers in the entire
state, as well as nationally. As we place coverage (new and renewal) throughout the state, we use
our market clout to have insurance carriers compete with one another for the business. Because of
strong carrier partnerships, we are often the first agency in the state to have access to new
insurance carrier products.
Our standard marketing process involves marketing to all carriers, TPA’s and products that the
client is interested in, and in doing so we are able to leverage the best price. We also request
wellness and implementation funds, technology credits, along with service, network and pricing
performance guarantees. We will continue to perform a full review of all the terms and conditions
and make sure the city of Port Orange is offered the most comprehensive health and welfare plans.
There are times when we go through this process and do not recommend a carrier change; however,
we are able to leverage the current vendor for improved pricing and services. If a carrier change is
being contemplated, we will perform a comprehensive network re-pricing and provider disruption.
We have demonstrated successful renewal negotiations for the City of Port Orange over the last 5
years. See next page for Brown and Brown’s historical negotiations for the City of Port Orange.
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Page 70
We have used various negotiation methods for the City of Port Orange, including marketing and
direct negotiations with current carriers without marketing. For the 2020 renewal, the HR team asked
that we try direct negotiations with the current carriers without marketing first since the City was
transitioning to a new benefit administration/payroll platform and needed to load benefits well in
advance of going live and changing carriers/plans would create a lot of issues and delays. Therefore,
we were successful in negotiating a 3.9% increase without any plan changes, after coming off a
negotiated 18 month renewal at flat prior to this renewal period. This renewal was under budget and
therefore, approved without going through a full RFP process.
For the 2021 renewal, we were able to secure flat renewals by early August from both FHC and
Metlife without going through the marketing process. The board approved this by September, which
allowed employees to keep their premiums and benefits the same and not have to worry about
changes during a difficult pandemic year, with no increase to the budget.
In addition to the City of Port Orange’s renewal in 2021, please find our 2020/2021 renewal
negotiation results for our local public entity accounts:
For the 10 fully insured local public entities (within Volusia/Flagler counties) that Brown & Brown
services as consultant, we were able to negotiate 5 flat (0%) renewals, 2 (-2%) decreased renewals
and the 3 clients that did have increases, did not exceed 6% after negotiations. For the clients that did
have increases, their loss ratios averaged over 85% and their renewals started between 10%-20%
increases. The majority of the final renewals (including the flat and decreased renewals) were
negotiated without marketing to competitive carriers, due to the clients wanting to not change carriers
or plans and we were able to achieve below budget negotiations at least 4 months prior to the renewal
date, allowing plenty of time for board approval and open enrollment meetings.
Historically, it has been a practice at Brown & Brown to go to market for our clients every year,
regardless if they really do not want to change carriers. We have found that this practice has
frustrated many of our carrier partners, as they feel they are being used to negotiate a renewal without
really being considered as an option by the client. There is a lot of time and energy spent by the
carriers to put together competitive proposals and if they are not seriously being considered, they
may refuse to quote in future years and this could limit options for clients. Therefore, especially for
our clients with FHC, we have started to have conversations many months in advance of the renewal
to understand how the experience has been with the current carrier, where the budget for insurance is
that year and if there is a desire to make a change or not.
If the client rather not make a change and if the main goal is to get the most competitive renewal
from the current carrier and under budget, then we have those conversations with the current carrier
up front. We pre-negotiate the renewal before it is even released, indicating where the client needs
the renewal to be in order to be comfortable enough to renew without looking at other carrier quotes.
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We have been very successful doing this up front negotiation and for the City of Port Orange, this has
resulted in mostly flat renewals. We even negotiated a flat renewal for 18 months, in order to move
the effective date to a calendar year. This is how a true partnership works between the consultant, the
carrier and the client. And through this practice, now competitive carriers understand that if we are
out to market for our client, it is because they truly want to entertain other options and their quotes
will be considered.
This results in the carriers offering the most competitive quote each year that we solicit competitive
quotes. If a client is concerned that they will not get the best renewal unless we do a full market
analysis, then we are always happy to do that. In fact, our relationship is so good with our carrier
partners, some have even offered to send competitive quotes in order to help leverage the incumbent
carrier, even though they know the client has no intention of changing carriers. They do this to help
us get the best rates and plans for our clients, when it is appropriate. We have a very good
understanding of what leverages each carrier and their underwriting team and know when we need to
use this tactic or know when we will get a better renewal having up front conversations with the
carrier and coming to an agreement of a renewal that the client will be very happy with.
Brown & Brown has also created a consortium exclusively for our public entity clients within
Florida. Receiving quotes from the consortium has resulted in some aggressive renewals from
incumbent carriers, thus the client has decided to stay with their current carrier. However, we have
also had great success moving clients into the consortium and they have been able to keep their
premiums very low, in addition, they are able to receive money back during years their claims
perform well, which is a big difference between our consortium and other competitor’s consortiums.
We also have partnered with another Captive, which has the lowest up-front costs to join vs
competitors. Typically, captives require around 20% collateral to join and Brown and Brown’s only
require 5-6% and provides very aggressive fixed costs.
Page 72
3. WHAT OTHER COST SAVING MEASURES HAS YOUR FIRM SUCCESSFULLY
UTILIZED (I.E. TRANSITIONING TO SELF-FUNDING, ETC.).
In terms of cost-savings, our team has a variety of solutions in place to reduce your bottom line. We
can deliver savings on your health plan in the following ways:
• Fully-Insured carrier negotiations
• Implementation of alternate-funding strategies
o Self-funding/Level-Funding with surplus returns
o Reference-Based Pricing
o Captive/Consortium
o Risk Pool Management
• Employee Health Clinics – Our team has had huge success with the design and
implementation of employee health clinics for our public entity clients. City of Palm Coast,
Flagler Schools, City of Sarasota and City of St. Cloud are just some of the clients with whom
we have built long-term partnerships, enabling our team to install complex clinic
arrangements which have provided huge savings. In addition, we have worked with FHC to
create specific clinic programs for our local government clients who are fully insured, to
include skin cancer screenings, mammogram buses, $0 cost chronic pharmacy programs, etc
for little to no cost at all.
• Rx Carve Outs - For many of our self-funded groups we take the opportunity to analyze the
contract with the self-funded medical vendor to ensure we have the best contract in
place. One significant concern is the Rx contract with an ASO medical vendor. We routinely
carve the Rx out and negotiate significantly better pricing discounts and rebate guarantees.
One recent of example of this occurred at the City of Sarasota. Through strategic plan design,
a formal RFP and carrier negotiations, our team reduced the City’s annual drug spend from
$4.5 Million to $2.9 Million. Representing an annual savings of more than $1.6 Million
(35%)
• Direct Provider Relationships - For some of our self-funded clients we have entered into
direct relationships with certain providers. This takes research on the front end and at times
can require some significant network changes but can yield significant financial results for
our clients that would like to pursue these options.
• Disrupting the Status Quo – For some clients, it has been beneficial to remove the Rx mail
order program. It is not well known but can, at time, be observed in the claim experience that
the mail order prescription drugs are sometimes higher than retail Rx costs. This is not
something that most brokers will track, however due to the lack of competition of mail order,
certain generic medications are significantly overpriced when sold at a 90-day supply
level. We have been able to revise some of our client’s plans so the employees can obtain a
90-day supply at retail. This is a strategy that has proven effective in keeping the Rx costs
lower for the City of Palm Coast.
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• International Drug Programs – Successfully implemented and managed international drug
programs through Cana RX for multiple clients. This program has allowed some self-funded
clients to experience immediate savings due to the lower cost of drugs direct from the
distributors.
We have explored moving several of our current clients from fully insured arrangements to various
alternate funding arrangements. During our annual marketing process, we will work with the City to
create a cost comparison of various funding strategies to find the most cost-effective solution that
aligns with City’s long term benefits strategy.
We have several current clients that we have helped transition to either self-funded or level-funded
arrangements after careful consideration of claims projections and cash flow analysis aligning with
budgetary needs.
Example 1:
Our current client, Flagler County School Board, has approximately 1,200 employees and we have
been their broker since 2010. We assisted in their transition from fully insured to self-funded and
they have remained self-funded since 2013. Overall, their plan has run very well with very low
trends with the average employee increase being just 3% and the average employer increase of 2%
over a six-year time period. They are also currently at over 40% of the state’s reserve amount per
Section 112.08. They have a budget of approximately $11,000,000 per year. We also assisted in the
implementation of a near site clinic with Advent Health, which has been in place since 2013.
Over the years we have introduced many cost savings initiatives to the FCSB’s insurance committee
including employee education, plan design and contribution modeling, changes to the medical and Rx
contract and wellness programs. We recently conducted a full RFP in tandem with the purchasing
department. We analyzed over 25 proposals and presented the results to the insurance committee.
We were able to leverage an administrative cost savings of over $150,000 with enhanced carrier
services including a wellness fund of $150,000 for each of the three years of the contract and a
premium holiday for the first three months of the plan year. We also negotiated a comprehensive
wellness package paid for by the insurance carrier, in addition to the $150,000 a year in wellness
funds, including employee wellness coaching and quarterly activity challenges. We also recently
negotiated free flu shots for all employees of the District not just the employees on the health plan.
Example 2:
Alternatively, we have several clients that have benefited from remaining in fully insured
arrangements in the form of medical premium savings. One example of this is the work Ms. Jessica
Scott has done as a broker/consultant for the City of Ormond Beach.
Brown & Brown became Agent of Record for the City in 2009. We did extensive analysis on claims
and plan utilization to customize and file a new plan design with Florida Health Care Plan (FHCP),
without increasing out of pocket costs to employees. This change saved the City $400,000 in the first
year. Over the next 5 years, we were able to negotiate renewals under the City’s budget without
making any plan changes, even though claims experience was increasing each year. In 2015, FHCP
could no longer afford to offer aggressive renewals, to stay within the City’s budget, as the City’s
loss ratio and high claimants continued to increase.
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Therefore, Brown & Brown worked with FHCP to create a new high deductible health plan as a base
plan. This plan was designed by Brown & Brown and FHCP to include a lower deductible than
industry standard, yet allowed employees and the City to fund a bank account to cover the deductible
expenses for employees.
In an effort to make this transition easier, we worked with FHCP to change the October 1st effective
date to January 1st, so that the deductible would align with a calendar year. Making these changes
gave the City a savings of over $350,000, which allowed the City to fund enough money into
employees’ HSA bank accounts to cover the majority of the deductible. This kept the employee’s
total deductible responsibility at $250, which was the same as the plan they had previously. When
making this change to the high deductible health plan, Brown & Brown did an in depth look at claims
and utilization, so we could implement ways to reduce the employees’ out of pocket expenses, while
still being compliant with the high deductible health plan requirements. We worked with FHCP to
create a medication list comprising of $4 and $12 copays for employees, based on the medications
that the majority of the City employees were taking on a regular basis. We reduced the FHC
workforce wellness copay from $10 to $5, to give employees affordable access to primary and urgent
care. These changes had a significant impact on the January 2017 renewal. The loss ratio was
reduced by over 40% in one year and the renewal was 60% below the City’s budget, which left
additional funds to be used towards benefit enhancements for City employees in 2017. These
benefits now include $0 copays for primary and urgent care visits, free medications to treat chronic
conditions, and additional funding to employees’ HSA bank accounts to cover the entire employee
deductible.
To date, the City’s claims experience has continued to run well and Jessica has been able to
negotiate renewals under budget each year. The 2020 year renewal was negotiated to a ‐3%
decrease, saving the City $80,000. With the year over year savings the City has experienced, they
are now funding $200 more than the deductible for employees each year and we have tied
additional HSA funding to various wellness initiatives.
Example 3:
In 2020, Jessica Scott was able to negotiate $1 million dollars in savings for a local medium size
private client without changing plans or carriers. This particular client was happy with their current
fully insured medical carrier, Aetna. However, due to some financial reasons, they needed to save at
least $500,000 to meet their insurance budget for 2020. Therefore, we performed a marketing
analysis to pursue fully insured, level-funded and self-funded options. We were able to negotiate an
$800,000 savings with both Cigna and UHC on a level-funded platform, matching their current plan
designs, and giving the client the opportunity to achieve more savings if claims perform well at the
end of the renewal period, due to the level-funded platform. The $800,000 in savings included a one
month premium holiday of $200,000 from both carriers. Ultimately, we were able to negotiate their
current Aetna fully insured medical plan to a -7% premium savings, and negotiated a $400,000 one
month premium holiday, a $20,000 wellness fund and a free wellness program.
This savings netted over $1 million dollars in savings and allowed their employees to not have to
worry about changes to a program they were already happy with during a difficult year in the middle
of a pandemic. In addition, through our marketing efforts, we were also able to negotiate a savings
with their current ancillary carrier on all lines of coverage to over $50,000 with no changes to the
plans.
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Please note we did receive self-funded proposals, which also provided a savings on the medical plan
similar to the level-funded options, however, the client ultimately decided it was in their best interest
to move forward with keeping their benefit package the same with Aetna and not taking any risks by
staying fully insured.
It is important to note, that we have the experience transitioning clients who have been with FHCP
for many years to a self‐funded plan. We know how to assist employees with finding new providers
and educating them during this transition, since there will be a network disruption. And we have
demonstrated long term savings with these clients, as well. We have experience with TPA’s who
have helped our local clients reduce claims cost through:
• Direct contracts with local high‐performance hospitals
• Build plan design to include in‐house pharmacies and providers
• Layer additional physician networks as employee expansion in other areas occurs
• Include reference base pricing
• Pharmacy carve out options
• Claims auditing
Example 4:
One last example of ways we have saved specifically some of our municipal clients within Florida
money is by creating a public entity consortium. In 2014, Brown & Brown partnered with
UnitedHealthcare and Benecon to create our very own self-funded health insurance purchasing
program exclusively for Florida Local Governments. Our consortium was designed to leverage the
power of group purchasing to lower health insurance costs. The program has been incredibly
rewarding to the members - this year we returned nearly $1 Million in surplus. Over the last 5 years,
one of our consortium members has received more than $1.5 Million in surplus returns.
• Control – Member owned and governed
• Surplus & Savings – Any surplus after year end reconciliation is returned to the member
• Full Transparency – Know where every dollar is spent
• Proven actuarial pricing model – Priced by Benecon’s independent actuaries
• Flexibility – Choose the plan design that works best for your employees
Current Brown & Brown/FGHS Members:
• City of Belleview • City of Groveland • Madison County BOCC
• Collier Mosquito Control District • City of Haines City • Village of Palmetto Bay
• City of Dade City
• City of Davenport
• Lafayette County BOCC
• City of Lake Alfred
• Washington County BOCC /
Sheriffs
• Town of Fort Myers Beach • City of Madison
While the consortium has many advantages, Brown & Brown does not steer clients toward joining
the consortium. We are first and foremost independent agents that present all available carriers and
funding mechanisms. This is an additional option available exclusively to our clients.
Page 76
4. WHAT ANALYSIS WILL YOUR FIRM PROVIDE, INCLUDING ANY FOLLOW-UP
ACTION PLANS RELATED TO THE ANALYSIS?
Our office will help the City with the management of its insurance and cost management by
providing budget projections and quarterly analytics review of claims, discounts and
pharmacy. In the quarterly review, there will be an executive summary illustrating the
aforementioned categories, along with plan design benchmarking, medical & Rx plan design
summaries, current plan designs & contributions, and financial summaries (spend distribution,
medical spend by category, pharmacy spend by class and non‐network providers to name a
few). These quarterly reviews provide the data for the team to discuss strategy for actuarial
review, which would include underwriting evaluations as well as alternative funding analysis. It
is from here we would put together our marketing strategy to execute against our analytics and
actuarial review.
Our data analytics team reviews the claims utilization data, and we perform our own
underwriting analysis to compare to the carrier’s renewal. Our analysis enables us to negotiate
the best possible renewal rates for our clients to ensure the program is managed effectively. We
pay close attention to the carrier’s underwriting factors, such as stop loss/pooling charges,
reserve adjustments, administrative charges and trend levels. We can quickly identify deviations
to the norm and address those to avoid our clients paying more than they should. We also enjoy
walking our clients through the rate development process so they understand how their
premiums are calculated.
Our analysis of the claims data helps us to identify trends which may or may not be consistent
with past experience, which has resulted in cost savings measures for our clients by identifying
plan design opportunities to shift utilization and positively impact future claims liabilities.
The City’s dedicated claims analyst will be responsible for analyzing claims and providing
reports at least quarterly. These reports vary based on the funding arrangement with the current
carrier and how much data the carrier provides. We have had success building additional customized
reports specifically with FHC when clients need more data than what is provided in the typical
quarterly claim reports. These additional reports have allowed several of our clients make informed
and impactful decisions on plan changes, funding arrangements, contribution strategy, etc. Please
find examples of some of the many reports we can provide:
Page 77
Benefits Plan Budgeting & Analysis
• Employer vs. Employee contribution modeling
• Examine compensation to ensure life/disability offerings provide desired suitability to
• group
• Evaluate plan design versus industry and regional benchmarks
• Benchmark employee calculation methodology for budgetary and philosophical suitability to
group (combination of clients’ employee retention goals & adherence to affordability)
Health & Wellness
• Health Clinic Cost vs. Utilization
(pictured below)
• Population Risk Management
• Wellness Tracking & ROI
Reporting
• Employee Survey Results
Health Clinic Utilization YOY
Total Services Total Paid
2015
Office Procedures
Radiology
Lab and Rapid Tests
E&M Services
Total
2016
Office Procedures
Radiology
Lab and Rapid Tests
E&M Services
Total
Annual Savings $403,455
7%
-26%
Clinic Cost $240,000
Billed Amt
Billed Amt
$240,000
$522,471
Office Procedures
Radiology
Lab and Rapid Tests
E&M Services
-31%
∆ from
2015
-25%Office Procedures
Radiology
Lab and Rapid Tests
E&M Services
$249,514.39
$368,172.20
$23,986.41
2%
-22%
$11,201.17
$233,007.51
$494,275.87
$18,052.36
$7,715.86
Clinic Cost
Annual Savings
2475
1781
5438
549
219
∆ from
2015
-7%
42%
-16%
2016
2015
5024 -8%Total
Total $762,471
$643,455
592
154
2418
2274
Page 78
Network utilization
• PPO vs. HMO utilization
• Utilization by Provider (#PCP visits, Inpatient Hospital, Rx, etc.) depending on data
availability
• Claims Lag Analysis to identify issues with the auto-adjudication of claims
• Examine plan performance in terms of general utilization and high‐cost claimants to project
future claim expense
• Claims Re-pricing & Forecasting Analysis to identify best-in-class networks & discounts for
our clients
• Network Disruption Analysis
o Top 25, 50, or 100 Providers (dependent on size of group)
o Aggregate provider disruption
• Accessibility Analysis
o Based on geo-access standards (e.g. the average distance to a choice of providers
• Claim Re-pricing
o Applying a prospective carriers negotiated fees & discounts to historical Diagnosis &
Procedure codes to estimate what your historical claims could have been under a
different administrator or network, re-pricing summary of results illustrated below.
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Financial Impact of Various Retention Levels Reporting (Annual)
• Deductible, Maximum Out‐of‐Pocket, & Co‐pay Report
o These reports allow our strategists to identify the best plans for your population, which
often will lead to bottom line savings for fully insured or self-funded medical clients
Renewal Underwriting
• Review loss ratios on a per‐plan basis
• Develop independent renewal calculation to evaluate accuracy of carrier conclusions
• Plan Renewal Analysis Report – shows you’re pooling level and amount of claims over that
level. If no claims are over this level we need to look at lowering your pooling level to help
offset any renewal increase.
• Premium vs Claims Expense Reports (Monthly/Quarterly)
Out-of-Pocket Expenditure
Deductible # of Claimants % of Total Amount # of Claimants % of Total
$0 62 17%$0 51 14%
$1-$100 47 13%$1-$500 155 44%
$101-$250 50 14%$501-$1,000 96 27%
$251-$499 56 16%$1,001-$1,499 22 6%
$500 124 35%$1,500 16 4%
$500+18 5%$1,501-$1,999 14 4%
Total 357 100%$2,000+2 1%
Total 356 100%
$294 $34
$104,979 $12,058
$161 $490
$57,505 $174,542
Average Copays Paid per Claimant
Total Copays Paid
Average Medical Out of Pocket Paid by an Employee
Total Medical Out of Pocket Paid
Average Deductible Paid per Claimant
Total Deductibles Paid
Average Coinsurance Paid per Claimant
Total Coinsurance Paid
Deductible - Medical Out of Pocket Maximum - Medical
2015 YTD (Jan 2015-Sep 2015)2015 YTD (Jan 2015-Sep 2015)
Employee Deductibles Paid ($500 Per Person)Medical Out-of-Pocket Total
Page 80
Large Claim Report (Semi‐Annual or Annual)
• Show claimants over a specified amount ($25,000 or $50,000), including diagnosis
• Leading Diagnosis Analysis
o This will often identify target risk segments to assert health and wellness initiatives for
• Claim Stratification Review (by size of payment) to identify the amount of high cost claimants
driving renewal (pictured on previous
Claim Stratification Review
Payment Category Number of
Claimants
%
Claimants Payments %
Payments
Total 1,581 100.0%$4,017,530 100.0%
<$.01 4 0.3%$0 0.0%
$.01-$99 211 13.3%$11,716 0.3%
$100-$500 522 33.0%$141,014 3.5%
$500-$2,499 561 35.5%$638,851 15.9%
$2,500-$4,999 121 7.7%$423,186 10.5%
$5,000-$9,999 76 4.8%$548,689 13.7%
$10,000-$14,999 33 2.1%$399,936 10.0%
$15,000-$19,999 22 1.4%$382,132 9.5%
$20,000-$24,999 6 0.4%$136,344 3.4%
$25,000-$29,999 6 0.4%$163,891 4.1%
$30,000-$39,999 9 0.6%$302,285 7.5%
$40,000-$49,999 4 0.3%$176,513 4.4%
$50,000-$74,999 2 0.1%$121,104 3.0%
$75,000-$99,999 1 0.1%$88,786 2.2%
$125,000-$149,999 1 0.1%$141,549 3.5%
$150,000-$174,999 1 0.1%$157,208 3.9%
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Pharmacy & Pharmacy Benefit Manager Reports (Quarterly, if applicable)
• Prescription claim usage by tier
(e.g. tier 1 – generics, tier 2 –brand, etc.)
• Prescription claim usage by utilization (e.g. retail vs. mail order)
• Pharmacy vendor savings & rebates
• PBM Price Audit – guaranteeing the contract is out-performing the negotiated guarantees
• PBM Marketing – including B&B Pharmacy Coalition pricing
o Financial Analysis (pictured below)
o Contracts Review
o Rx Disruption Analysis
We also perform quarterly presentations to City Council and/or City Administration at workshops for
several of our public entity clients. We like to include benchmarking reports, so that Council can
compare their City’s benefit plan to other local Cities and Cities throughout the state. We typically
include claims by spend category for the more recent 12 months comparing to the prior 12 months
(same time period), current large claims vs historical large claims, recent pharmacy reports vs past
trends, and various utilization by category. We also like to better understand future large claim
impact by taking a deep dive into the current large claims and gathering detailed data from the
insurance carrier and client on prognosis and further treatments. We typically run ad hoc and
customized reports, as well, based on what the particular City Council and/or Administration is
looking for at each meeting.
We review wellness initiatives and data to support participation, ROI, and trends and use this data to
drive discussion around future initiatives. For our clients with HSA/HRA plans, we like to review
current employer funding/contributions and discuss future initiatives to implement to help employees
build these accounts and measure how participation in the initiatives has driven down claims cost.
We find presenting data on a regular basis throughout the year has helped City Councils make
informed decisions about budget and the benefit plan renewals without feeling rushed to make
decision just at renewal time. Our government clients have appreciated the education we provide
throughout the year, especially when considering other funding options, which take time to
understand. Providing this data has helped our government clients budget appropriately when
transitioning into self-funded or consortium plans. We have found that we can typically get approval
for renewals earlier, thus leaving plenty of time for open enrollment education and meetings and
helping the employees through this transition.
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5. DESCRIBE ANY OTHER ASPECTS ON HOW YOUR FIRM WILL PROVIDE THE
CITY WITH THE BEST PREMIUM FOR THE BEST PRODUCT.
Ms. Jessica Scott will work with the City of Port Orange to develop an optimal benefits strategy that
aligns with City’s current and future business objectives. Our approach is to deliver accurate,
timely and innovative solutions when we evaluate current programs and develop a future
strategy. The methods we outlined within this section illustrate how we like to customize the
marketing approach and long term strategy for each client. Each client has different goals, which can
change over time.
We believe it is important to provide continuous education about claims performance, how each
clients’ plans compare to their competitors (benchmarking) and carrier and funding options available
in the market place for both medical and ancillary. Some clients are happy with their current
program and wish to have longevity within that program, while staying at or under
budget. Therefore, there are years, where marketing to other carriers to leverage the incumbent
doesn’t always yield optimal results and we are able to achieve a favorable renewal by negotiating
directly with the current carrier and leveraging the partnership that we have. However, if that cannot
be achieved, then we are happy to solicit competitive quotes and review the benefits of possibly
changing carriers.
When a client is unhappy with a current program or feels could achieve greater success long term
with another carrier or funding method, then we make sure we start the marketing and education
process early. We want to give our clients plenty of time to understand all of the options available in
the market place, so we typically set up calls and meetings with various carriers so that the client can
learn about each over time and narrow down options during the final negotiating process. We make
sure we provide as much analysis as possible during this process so our clients can fully understand
not only financial impact to making changes, but administrative impact and impact to the employees’
experience.
We want our clients to make the most informed decision when making a change so the change is not
just a 1 year solution. We make sure that we outline all of the disruption that can come with this
transition, so that our clients can weigh cost savings vs possible disruption to move so we can be pro-
active to minimize the disruption.
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Below are several common methods we use when analyzing current benefit programs to achieve the
best premium for the best product:
• Develop strategic benefit plan approach based on client goals
• Forecast and benchmark benefit plan costs
• Plan design optimization based off historical and current claims experience and
• employee utilization
• Benchmark for competitiveness within industry
• Regulatory and legislative compliance audit
• Analyze and interpret claims, risk, and financial data
• Negotiate renewals and explore market options (Additional funding methods)
• Evaluate impact of healthcare reform
• Analyze effectiveness of open enrollment communication
• Review contribution strategy and alternative options
• Evaluate current employee claims advocacy and make suggestions for improvement
• Evaluate HR plan administration
• Deploy and tabulate employee surveys
• Outsourcing of technology platforms to enhance benefits platform
• Arrange HR administration solutions
• Measure carrier, service provider and plan performance
Our strategic planning services include ongoing evaluation of all your plan’s characteristics, to
ensure a proper balance is achieved. The following pages provide a sample strategic benefit plan
timetable which would be customized to identify optimal benefits for your workforce.
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Employee
1. HOW WILL YOUR FIRM ASSIST THE CITY’S EMPLOYEES?
Brown & Brown’s dedicated team for the City of Port Orange is available to assist the City’s
employees in every way possible. Employees are welcome to call us directly with questions and
issues for quick resolution. We are available to educate the City’s employees not only during open
enrollment, but throughout the year on topics such as:
• Cost savings methods relative health plans and RX
• Free resources in the community
• Understanding how each plan works (explaining deductibles, coinsurance, etc)
• What cost share to expect for upcoming surgeries/procedures
• Educating on FSA, HSA, HRA when applicable
• Wellness/Population Health
• Compliance updates and how they impact employees
• Targeted seminars/meetings to address areas requiring focus specifically for each client’s
employee population
• Medicare education and enrollment assistance
• Design employee surveys so that employees can weigh in on topics of interest to the City
• Free/discounted services within the health and ancillary plans
Our team are also experts in the following areas:
• Helping employees with pre-authorization processes and approval quickly
• Obtaining appointments with providers that may not immediately have open panels to accept
new patients
• Resolving employee claims and billing issues
• Assisting employees with care coordination, verifying benefits with providers and accessing
specialized provider services locally and nationally if necessary
• Helping employees find cost efficient medications
• Patient Advocacy
• Coordinating care outside the insurance plan, when necessary
• Reviewing claims for coding accuracy
• Reviewing individual insurance options for dependents
• Walking employees through online enrollment process
• Setting up health portals and teaching employees how to navigate through them
• Filing life and disability claims
• Proving guidance and assistance with appealing denials
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Please find additional resources Brown & Brown has created for our clients’ employees:
• Regular updates are communicated as free/low cost resources for employees become
available through vendors or insurance carriers
• We designed a client specific website where each clients’ employees have access to
discounted products and services (www.portorange.benefithub.com)
• Mobile benefit applications
• Designed a program with Metlife specifically for Brown & Brown clients to have the ability
to purchase at a discounted monthly rate for bundled services including legal services, cyber
security, estate planning, credit report monitoring, etc
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Employee Education
Our in-house implementation team’s sole focus is employee education. They are available at any time
during the year. At the beginning of our relationship we determine the most effective utilization of
this team in coordination with the team at The City of Port Orange and set a schedule of employee
meetings, webinars, lunch and learns or one on one consultations. Our implementation team allows
our clients to focus on the broader Value on Investment (VOI) view of the impacts their population
health program can have on business outcomes and can increase employee engagement, productivity,
attract talent and reduce absenteeism rather than just trying to influence physical health through
traditional wellness programs.
Employee Advocacy
Through the marketing process we request wellness funds from the vendors in order to fund third
party vendors that The City of Port Orange may wish to engage. One large area of focus is employee
advocacy. The advocacy vendors change the focus of large case management and disease
management from engaging employees in traditional, non-effective methods to intercepting the
members through calls and claims questions to assist them in understanding the plan and how to
better manage their current acute or chronic health condition. Since the City is currently with FHC
for the medical plan, Jessica Scott has a great relationship with the medical director at FHC and can
contact him directly when we need to escalate employee issues within the health plan. Jessica
receives immediate response and action plans by reaching out to the medical director, so that
employees can have access to the appropriate resources as soon as possible.
Brown & Brown will strive not only keep The City of Port Orange leadership informed, but also your
employees. We distribute a number of employee communications during open enrollment and
throughout the year regarding wellness, compliance, benefit offerings and various newsletters that
will be reviewed and approved by The City of Port Orange prior to printing and distributing to
employees.
1) Open Enrollment – annual materials provided for open enrollment
o Employee Benefits Guides – provides an overview of the benefit options available to
employees as well as information tools. We include annual notices in the benefits
guide to keep the client in compliance.
2) Total Compensation Statements – an annual statement which increases the employee’s
awareness of their benefits package and how much the benefits cost the company.
3) Monthly Wellness Brochures – promotes health and safety in the workplace
4) Benefit Newsletters – educates employers and employees on specific topics
5) Employee Benefits Survey – obtains feedback about employee benefit programs
6) Payroll Stuffers – another means of communicating or educating employees on specific topics
7) Legislative Updates – these keep both employers and employees abreast of ACA / Healthcare
Reform updates, for example, employees receiving the form 1094-C and/or the form 1095-B
We can customize employee communications based on the topic and message our clients’ want to
deliver to their employees and in the format that will be best received by their employees. We have
countless examples of personalized communications we have developed for each client and can
produce these as often as these are needed.
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2. WHAT IS YOUR FIRM’S CONTACT LIKE FOR ADJUDICATING DIFFICULT CLAIM
MATTERS?
Brown & Brown provides a dedicated account management team to help the City of Port Orange and
its employees navigate through any claim or billing issues or questions, claims appeals, pharmacy
denials or delays, eligibility questions, explanation of benefits and services and benefit reviews when
needed. We advocate for our clients on every issue to ensure accurate and timely resolution and
escalating any unresolved issues. The Brown & Brown Daytona office staffs account managers with
prior experience, who can assist our clients with provider coding errors, explaining Explanation of
Benefit Statements, auditing provider billing for accuracy, and getting refunds issued for clients. Our
Account Management Leadership team has the relationship with top management at the carrier level
to resolve escalated issues timely. We will go to the top management for exceptions when needed.
Insurance policies don’t always address specific individual issues that arise and so we always
advocate for the City of Port Orange and employees. In addition, as mentioned earlier, Jessica Scott
has a strong relationship with leadership at FHC and therefore, can provide quick resolutions to claim
matters through her contacts.
3. WILL YOUR FIRM’S STAFF ASSIGNED TO MANAGING THE RESULTANT
CONTRACT FROM THIS RFP MEET THE CITY’S EMPLOYEES IN PERSON?
The team dedicated to the City work out of the Daytona Beach office and can easily facilitate in
person employee meetings whenever necessary. We can meet with employees one on one, in a group
setting, virtually (if necessary due to COVID), or whatever format is appropriate to address
questions, discuss issues, offer guidance, etc.
In addition, Brown & Brown uses several methods to educate employees at open enrollment and
throughout the year:
• PowerPoint presentations
• Open enrollment announcements / Flyers
• On-site Presentations
• Customized educational videos, which can be posted on our clients’ internet
• Webinars/Seminars
• Electronic enrollment including videos and wellness education
• Employee enrollment hotline managed by dedicated Brown & Brown staff
• Employee enrollment email at Brown & Brown
• Employee compensation statements
• Online enrollment systems
• Customized employee communications on specific topics
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4. IN CONSIDERING RENEWALS, HOW MUCH DO ASPECTS OF A PROVIDER SUCH
AS THE DISRUPTION OF CARRIERS OR LEVEL OF SERVICE/TENDENCY TO DENY
CLAIMS PLAY INTO YOUR FIRM’S RECOMMENDATIONS FOR VENDORS? WILL
YOUR FIRM DISCLOSE THESE CONCERNS WITH THE CITY REGARDING A
POTENTIAL VENDOR?
Any time our clients are entertaining a transition to another carrier, we always analyze and discuss
any type of disruption or change in services that can occur during and after the transition. We
understand that there could be a financial benefit to making a change, but we make sure we discuss
our experience with how premiums may trend from a long term perspective with the chosen carrier
based on our experience within our book of business. Brown & Brown is fortunate because of our
volume of business with carriers, TPA’s and vendors, we are assigned dedicated contacts for our
Daytona office to work directly through issues, questions and requests so that we can provide very
quick responses and solutions and try to minimize issues that can arise during a transition.
Therefore, we have very little service obstacles when it comes to working with the majority of
carriers, making that aspect of the transition for our clients, very easy. Since we have such a strong
and long-term relationship with our carrier partners, we can easily outline strengths and weaknesses
of each, while reviewing alternative carriers with our clients.
However, one of the biggest disruptions when making a carrier change is within the provider network
and pharmacy. We include provider and pharmacy analysis during our marketing process, so that we
can review with our clients the top providers that are being seen by the employees and how the
alternative medical, dental and vision carrier networks compare. We provide a report that outlines
this detail and indicates which providers are in and out of the current network and then we provide
the same data for the competitive carriers.
We provide a similar analysis and report for medications, so that the client can easily understand cost
and tier of medications that are currently covered or not covered and how those medications compare
in cost/tier and if not covered by the competitive carriers. We will even go so far as to help carriers
recruit providers who are not in the network of the carrier that is chosen. In addition, we have been
very successful with helping our clients be able to get authorization/approval for medications with
the new carrier if there are challenges with getting them covered.
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By identifying challenges early, it gives us time to work with the new carrier to try to reduce any
disruption our clients may face when changing carriers. This is not always possible, but we do our
best to minimize any surprises and find ways to overcome obstacles after the transition has taken
place. Please find sample disruption report:
5. WILL CITY EMPLOYEES BE ABLE TO DIRECTLY CONTACT THE BROKER, OR
WILL THEY NEED TO GO THROUGH THE CITY’S HUMAN RESOURCES TEAM?
Most of our clients allow their employees to reach out directly to the dedicated contacts at Brown &
Brown, so we can streamline the issues and questions and make sure they receive quick responses
and we welcome this direct access. Jessica Scott provides her cell phone to all of her clients, so that
they can pass along her direct number for employees to call her anytime, 24/7. We can also set up a
dedicated hotline or email specifically for City of Port Orange employees to contact us directly and
receive same day responses.
We make sure we keep HR in the loop of any issues and questions we are working on so that they
know it is being handled and their employees will have a resolution. By having direct access to the
employees, we can often give HR feedback on opportunities for us to create communications or
conduct seminars/webinars to address frequent issues, topics and questions that come up.
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6. PROVIDE ANY OTHER ASPECTS PROVIDED RELATED TO THE CITY’S
EMPLOYEES’ WELLBEING.
Population Health and Implementation
Population Health Management Team
Brown & Brown has a National Population Health
Management (PHM) team and we have an internal
implementation department to assist in the roll out of
any new product or service. Our PHM team helps with
an understanding of business issues and human capital
needs, then applies our Intelligent Health PlanTM
framework to develop a strategy with specific goals and
objectives. We can then have a clear understanding of
which workforce issues are having the most impact on
your organization’s performance, how important it is to
attract talent, benefit costs, employee morale and
engagement, absence and productivity. We will then
establish measurable objectives, invest in evidence-
based solutions, develop and plan to engage employees
and their families and monitor performance.
Employee Advocacy
Through the marketing process we will request wellness
funds from the vendors in order to fund third party
vendors that the City may wish to engage. One large
area of focus is employee advocacy. The advocacy
vendors change the focus of large case management and
disease management from engaging employees in
traditional, non-effective methods to intercepting the
members through calls and claims questions to assist
them in understanding the plan and how to better
manage their current acute or chronic health condition.
Employee Education
Our in-house implementation team’s sole focus is
employee education. They are available at any time
during the year. I believe the City would like to revisit
our capabilities in this area and so we can meet to
discuss goals and objectives and set a schedule of
employee meetings, webinars, lunch and learns or one
on one consultations. Our implementation team allows
our clients to focus on the broader Value on Investment
(VOI) view of the impacts their population health
program can have on business outcomes and can
increase employee engagement, productivity, attract
talent and reduce absenteeism rather than just trying to
influence physical health through traditional wellness
programs.
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Client
1. HOW WILL YOUR FIRM ASSIST THE CITY’S HUMAN RESOURCES TEAM AND
WHAT SPECIAL SERVICES WILL BE PROVIDED?
Our service philosophy is concierge customer service to ensure the City of Port Orange and
employees have a high level of satisfaction with their health and welfare plans. We strive for
proactive account management so that
we can bring solutions to the table
before a lot of issues are encountered.
We always call or return emails within
24 hours and also attempt to solve the
issue within that same time frame. If
we can not then we provide our clients
with a timeline as to when the issue
will be resolved. Jessica Scott, is
available to City staff and employees
24/7 via cell phone and email for
immediate attention to issues, questions
and requests.
Brown & Brown’s success is due
largely to our ability to adapt to the
demands of the marketplace and to the needs of our clients. Our employee benefits team provides
our many clients with the tools they need to develop and continue successful employee benefits
programs:
• Actuarial/Budget Projections
• Detailed Claims Analysis
• Benchmarking Reports
• Implementation and Population
Health experts
• EB Technology Center
• Specialized Marketing department
• Extensive compliance resources
• Concierge Service approach
We further differentiate ourselves by our department structure. We have separate account
management, risk management, marketing, and implementation/population health teams. This allows
each team to become subject matter experts and provide the highest quality work product in the State
of Florida and nationwide. The Account Executive (Jessica) will lead these teams to form cohesive
long and short-term strategies for the City. Along with concise marketing, risk management efforts
and white glove service that will enable the City to have the best health and welfare programs at the
lowest possible cost.
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Our staff is comprised of experienced forward-thinkers, with a client-first, service-focused approach.
They are highly trained in fully insured and self-funded plan compliance and administration. Our
dedicated service, marketing, risk
management, implementation, and
population health teams will act as
an extension of the City’s human
resources and risk management
departments. Both our dedicated
team and our account executives
understand the unique demands
and processes that public entities
require.
We will do whatever it takes to
ensure the City of Port Orange and
employees feel supported by Brown & Brown. We continue to ask our clients what additional
services we can provide to enhance benefit programs and ease the burden of administrating
them. We use this feedback to further develop the staff and resource support we can offer our
clients.
Our account management department will act as the primary liaison for all day-to-day service-related
matters. Our Service Leader has over 25 years of experience working in the health and welfare field
and will provide support to the Account Manager who will be the main contact for service issues. We
are well versed in claim, billing and eligibility issues and take proactive steps in order to reduce the
number of issues encountered. If we are working on an issue for the City of Port Orange or one of its
employees, we will resolve the matter within 24 hours and if that is not possible we will
communicate why that is not possible and what steps are being taken towards a resolution. We can
offer a dedicated email box where the City’s employees can email us directly with any
questions/concerns they have and receive an immediate response. We also place the account
management teams phone numbers in the Benefits at a Glance packet so the employees can call us as
well.
Every year we perform a full review of all contracts in place to ensure that the terms match what was
sold, and the contract is acceptable by the City’s legal department and in compliance with federal and
state laws. If a situation comes up during the year, we will work with the vendor to make
accommodations for the City of Port Orange and if needed we can advise our third-party legal
counsel or HR consultants. Due to our carrier relationships we are 99% of the time able to provide a
positive outcome to our clients.
Our team communicates constantly, and we will have regularly scheduled meetings with the City. In
addition, Jessica Scott makes herself available 7 days a week 24 hours a day. We are very proud of
the service we provide to our clients and believe that our customer service is what drives our client
retention rate which is over 97%.
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Account Management Services:
• Available daily to resolve all benefit issues for HR and employees
• Resolve claims and billing issues directly with carrier contact
• Educate benefits personnel on new administration procedures and provide year-round
administration support
• Provide education and communications to employees throughout the year
• Assist all personnel with medical terminology, appeal process, diagnosis and procedures
appropriate for specific conditions or claims
• Provide communications on wellness topics, compliance updates and latest insurance trends
• Provide employee compensation statements
• Conduct employee surveys
• Managing eligibility and dependent eligibility audits
• Anticipate client needs and manage challenges
• Support client with technology implementation
• Manage annual renewal timeline and prepare all information necessary to start RFP process
• Manage open enrollment and develop all employee communications
In terms of resolving employee claims issues, our account management department routinely contacts
provider offices to ensure benefits are being submitted correctly to the insurance companies and we
can field any employee questions or concerns via phone call or the email address. We will provide
actual claim examples to explain the differences between the plan designs so the employees can make
informed decisions. Often time this plan design analysis can be automated through the Benefits
Administration vendors. If that is the case or implementation representatives can walk the employees
through how to use the online enrollment system and view plan design comparisons or simply be
available for questions.
2. HOW MUCH OF A BURDEN WILL BE LIFTED OFF OF THE CITY WHEN IT COMES
TO ORGANIZING AND PLANNING EVENTS SUCH AS OPEN ENROLLMENT
(ESTIMATED CITY TIME VERSUS BROKER TIME)?
It is Brown & Brown’s intention to always take as much of HR’s task as possible when it comes to
organizing City events, such as benefit fairs, open enrollment, new hire orientations, and employee
webinars/seminars. We strive to take on 90% of the burden, leaving the City with only 10%.
We have a specific Implementation Team dedicated to providing these services on behalf of the HR
Team. This team, along with the City’s dedicated Account Manager and Account Executive,
discusses goals, strategy and communication with HR and provides these communications at open
enrollment and throughout the year as needed. We can conduct these meetings in various formats
outline below:
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• In-Person & Virtual Meetings
o We will meet with your employees every year during open enrollment to present and
explain the benefits and address questions. We are also available at any point during
the year to meet with your employees to educate them on a variety of topics like
health/wellness, cost savings tools and methods, and how best to use the plan and
other free resources.
• Employee Videos
o We can produce an employee video explaining the benefits so that all new hires can
have the benefit of an open enrollment meeting when they begin employment and also
for active employees during the open enrollment time period.
• Employee Webinars/Seminars
o We routinely offer webinars/seminars for employees on a variety of topics including
how to use the benefits, EAP services and other requested topics of interest.
Brown & Brown has several methods of educating employees at open enrollment and throughout the
year with various tools:
• PowerPoint presentations
• On-site group or one on one meetings
• Open enrollment announcements
• Customized Flyers
• Customized educational videos, which can be posted on our clients’ internet
• Webinars
• Electronic enrollment including videos and wellness education
• Employee enrollment hotline managed by dedicated Brown & Brown staff
• Employee enrollment email at Brown & Brown
• Employee compensation statements
• Online enrollment systems
• Customized employee communications on specific topics
In addition to managing the enrollment presentations, the Brown & Brown Account Manager will
take on the responsibility of preparing the Benefit Administration and Online Enrollment platform
with the updated benefit information prior to open enrollment. They will set up and test the EDI
feeds between the system and carriers. The Account Manager and Implementation Team are
available for direct discussions with employees who need assistance with medications, choosing
plans, who need continuity of care or authorizations for certain services and can assist employees
who need to find new physicians (if moving from one network to another).
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Our team can set up a dedicated email for the City’s employees during open enrollment and after, so
that employees can email questions and receive immediate responses. The Account Manager will
close out the Benefit Administration/Online Enrollment system after all employee elections are
complete and ensures that the changes are sent to the carriers. They can also help to coordinate that
all changes that are captured in system are also captured in the payroll system. Our team audits the
invoices post enrollment to make sure all changes were captured, and invoices are accurate post
enrollment. We continue to audit invoices on a bi-weekly basis to make sure we catch any errors
quickly and have them corrected.
Once the open enrollment process is complete, we send out a survey to the HR team to gather
feedback on the experience and what we can do to improve. Please find the most recent survey
results from the City of Port Orange:
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3. HOW MUCH DOES YOUR FIRM CONSIDER EASE OF ADMINISTRATION WHEN
ANALYZING RECOMMENDATIONS FOR VENDORS? WILL YOUR FIRM DISCLOSE
THESE CONCERNS WITH THE CITY REGARDING A POTENTIAL VENDOR?
When analyzing viable vendors for the City, whether it is for insurance products, administrators,
technology, etc, Brown & Brown always considers and compares ease of administration. Due to our
national presence and size, we analyze multiple vendors every year. We conduct thorough RFP’s
when considering which vendors we want to partner with and consider the pros and cons to doing
business with vendors. When recommending vendors to our clients, we always outline any
challenges we are aware of, as we try to prevent surprises at all costs. When we partner with
vendors, we make sure we have a dedicated team at each vendor, who will respond timely to us and
our clients if any issues arise. We also make sure we have a direct line to management at each
vendor, so issues can be escalated and addressed as needed.
4. PROVIDE ANY OTHER ASPECTS RELATING TO HOW YOUR FIRM WILL ASSIST
THE CITY’S HUMAN RESOURCES TEAM IN BEING THE MOST SUCCESSFUL AND
EFFICIENT DEPARTMENT POSSIBLE.
We have outlined throughout this RFP various ways Brown & Brown has staffed our department
with teammates and resources dedicated to the City of Port Orange’s Human Resources team and
employees. We are prepared to discuss the City’s latest goals and challenges and provide additional
resources and services, as needed to make sure the City has the most successful and efficient
department possible. We have the ability to take on more involvement in your processes with
Workday, to try to some of that day to day administration off of your plate. Now that the
implementation with Workday has been completed and the City has a comfort level with the new
system, this could be a good time to look at self-funded/alternative funding medical plan options. The
City’s claims have trended down the later part of 2020, of course COVID could be playing a role in
that, but with the loss ratio being favorable, we can explore possible long term cost savings looking at
self-funded options.
We are able to solicit those quotes and put together a budget analysis so you can see how the plan
should trend, not just for one year, but over the course of several years and what kind of savings
could be achieved. In addition, we will outline how much reserves the City will need to entertain self-
funding. We will also analyze the possible disruption moving to a new provider network, pharmacy,
etc, so the City is aware of everything up front. In addition, we have several resources when it comes
to wellness initiatives that can be discussed with the City, regardless if the City wishes to stay fully
insured or go self-funded. And we welcome the opportunity to engage more directly with the City’s
employees not just to solve problems and answer questions, but to educate employees on being better
consumers of their health plan and understanding free resources they have available to them through
our vendor and carrier partners and local resources outside of the insurance plans. All of these
methods are ways to reduce cost both for the City and City’s employees and have a healthier and well
educated workforce.
We place tremendous value in our local client relationships, and we want to do whatever we possibly
can to continue our partnership with the City of Port Orange.
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Tab H: Proposed Fee
Page 102
INSURANCE BROKERAGE SERVICES COST/FEE PROPOSAL
(Complete, sign and date, and insert this document under Tab H in proposal)
Proposal Submitted by Brown and Brown of Daytona Beach Florida
(Name of Company/Entity)
INSURANCE BROKERAGE SERVICES COST/FEE PROPOSAL
ANNUAL LUMP SUM DOLLAR AMOUNT FOR PROVISION OF
SERVICES OUTLINED IN SECTION 3 – SCOPE OF SERVICES $ 58,000
FOR RFP 17-16 INSURANCE BROKERAGE SERVICES
Authorized Signature:
Printed Name of Authorized Signer: Steve Farmer
E-Mail of Authorized Contact: sfarmer@bbdaytona.com
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Tab I: Required Documents
Page 104
SECTION 9 – REQUIRED FORMS
FORM 9.1 – PROPOSAL SUBMITTAL CHECKLIST
X Form 9.2 – Proposer’s Acknowledgement
X Form 9.3 – Addendum and Change Order Procedure Acknowledgement
X Form 9.4 – Drug Free Preference Statement
X Form 9.5 – Public Entity Crimes Statement
X Form 9.6 – Affidavit of Anti-Collusion
X Form 9.7– Statement of Qualifications
X Form 9.8 – Professional References for Previous Experience
X Form 9.9 – Local Business Affidavit of Eligibility
X Copy of License (Contractor, Sunbiz, etc.)
X Submission of one (1) original marked “ORIGINAL” and one (1) digital (CD or
flash drive) version in PDF format.
BY: Brown and Brown of Daytona Beach
Name of Business
Authorized Signature
Date 2/12/2021
This document must be completed and returned with your Submittal
Page 105
FORM 9.2 – PROPOSER’S ACKNOWLEDGEMENT FORM
I have carefully examined the Request for Proposals (RFP), Instructions to Proposers, General and/ or Special Conditions,
Specifications, and any other documents accompanying or made a part of this invitation.
I hereby propose to furnish the goods or services specified in the Request for Statement of Qualifications at the prices or
rates as finally negotiated. I agree that my Proposal will remain firm for a period of up to ninety (90) days in order to allow
the City of Port Orange adequate time to evaluate the proposed Proposal. Furthermore, I agree to Proposal by all
conditions of the Request for Prop osals.
I certify that all information contained in this Proposal is truthful to the best of my knowledge and belief. I further
certify that I am a duly authorized to submit this Proposal on behalf of the Proposer/Contractor as its act and deed
and that the Proposer/Contractor is ready, willing and able to perform if awarded the contract.
I further certify that this Proposal is made without prior understanding, Contract, connection, discussion, or collusion with
any person, firm or corporation submitting a Proposal for the same product or service; no officer, employee or
agent of the City of Port Orange City Council or of any other Proposer interested in said RFP; and that the undersigned
executed this Proposer’s Acknowledgement with full knowledge and understanding of the matters therein contained
and was duly authorized to do so.
I further certify that having read and examined the specifications and documents for the designated services
and understanding the general conditions for contract under which services will be performed, does hereby propose
to furnish all labor, equipment, and material to provide the services set forth in the RFP.
I hereby declare that the following listing states any clarifications, any and all variations from and exceptions to the
requirements of the specifications and documents. The undersigned further declares that the “work” will be
performed in strict accordance with such requirements and understands that any exceptions to the requirements of the
specifications and documents may render the Proposal non-responsive.
NO EXCEPTIONS ALLOWED AFTER THE PROPOSAL IS SUBMITTED:
Please check one: I take NO exceptions. □ Exceptions (list below; add additional pages if necessary):
____________________________________________ _______________________________________
NAME OF BUSINESS MAILING ADDRESS
300 N Beach St.
AUTHORIZED SIGNATURE CITY, STATE & ZIP CODE
____________________________________________ Daytona Beach,Florida 32114
NAME, TITLE, TYPED TELEPHONE NUMBER / FAX NUMBER
Steve Farmer , Executive Vice President (386) 239-7233___________
FEDERAL IDENTIFICATION # E-MAIL ADDRESS: sfarmer@bbdaytona.com
STATE OF Florida COUNTY OF Volusia
The foregoing instrument was acknowledged before me this day of February 12 , 20 21 by
, who is personally known to me or who has produced ad identification and who
did take an oath.
My Commission Expires: _____________________________________
Notary Public
This document must be completed and returned with your Submittal
Page 106
FORM 9.3 – ADDENDUM and CHANGE ORDER PROCEDURE ACKNOWLEDGEMENT
ADDENDUM ACKNOWLEDGEMENT
I have carefully examined the Request for Proposals (RFP), Instructions to Proposers, General and/ or Special
Conditions, Specifications, and any other documents accompanying or made a part of this Request for
Statement of Qualifications.
I acknowledge receipt and incorporation of the following addenda, and the cost, if any, of such revisions has been included
in the price of the Proposal form.
Addendum # 1 _ Date: 2/3/2021 _ Addendum # _ Date: _
Addendum # 2 _ Date: 2/11/2021 _ Addendum # _ Date: ____________
CHANGE ORDER PROCEDURE ACKNOWLEDGEMENT
If awarded the Contract for this Solicitation, I acknowledge that no oral statement of any person shall modify or
otherwise change, or affect the terms, conditions or specifications stated in the resulting contract. All change orders
requests shall be made in writing by the Contractor for review by the Contract Administrator for the City of Port
Orange. No work shall be performed as set forth in the change order until the Contractor receives an executed
Purchase Order for the requested change.
I acknowledge the following statement regarding Change Orders to the awarded Contract:
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
Name of Business: Brown and Brown of
Daytona Beach
STATE OF Florida
COUNTY OF Volusia
By: ________________________________
Printed Name: Steve Farmer________
Title: Executive Vice President ________
Sworn to (or affirmed) and subscribed before me this 12 day of February , 20 21, by
____Steve Farmer___________________________, as Executive Vice President of
(NAME) (TITLE)
Brown and Brown of Daytona Beach and who:
(NAME OF ORGANIZATION)
[Notary: Please select one]
is personally known to me; or
has produced as identification.
_
Notary Public, State of
Printed, typed or stamped name, commission and expiration:
This document must be completed and returned with your Submittal
Page 107
FORM 9.4 – DRUG-FREE PREFERENCE STATEMENT
In order to have a drug-free workplace program, a business shall:
1. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or
use of a controlled substance is prohibited in the workplace and specifying the actions that will be take n against
employees for violations of such prohibition.
2. Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug-
free workplace, any available drug counseling, rehabilitation and employee assistance programs, and the penalties
that may be imposed upon employees for drug abuse violations.
3. Give each employee engaged in providing the commodities or contractual services that are under Proposal a
copy of the statement specified in subsection (1).
4. In the statement specified in subsection (1), notify the employees 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 five (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 Section
287.087, Florida Statutes.
As an authorized representative of the firm, I certify that this firm complies fully with the above
requirements.
Name of Business
STATE OF Florida
COUNTY OF Volusia _
Brown and Brown of Daytona Beach
By:
Printed Name: Steve Farmer
Title: Executive Vice President
Sworn to (or affirmed) and subscribed before me this 12 _ day of February _ , 20 21 , by
__Steve Farmer ________________________, as Executive Vice President of
(NAME) (TITLE)
Brown and Brown of Daytona Beach and who:
(NAME OF ORGANIZATION)
[Notary: Please select one]
is personally known to me; or _
has produced as identification. Notary Public, State of
Printed, typed or stamped name, commission and expiration:
This document must be completed and returned with your Submittal
Page 108
FORM 9.5 – SWORN STATEMENT UNDER SECTION 287.133(3)(A), FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES
(To be signed in the presence of notary public or other officer authorized to administer oaths.)
Before me, the undersigned Authority, personally appeared affiant Steve Farmer , who, being by me first duly
sworn, made the following statement:
1. The business address of Brown and Brown of Daytona Beach _ (name of Offeror or business) is
_.
2. My relationship to Brown and Brown of Daytona Beach _ (name of Offeror or business) is
Executive Vice President (relationship such as sole proprietor, partner, president, vice-president).
3. I understand that a public entity crime as defined in Section 287.133 of the Florida Statutes includes a violation of any state
or federal law by a person with respect to and directly related to the transaction of business with any public entity in Florida or
with an agency or political subdivision of any other state or with the United States, including, but not limited to, any
proposal or contract for goods or services to be provided to any public entity or such an agency or political subdivision
and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy or material misrepresentation.
4. I understand that "convicted" or "conviction" is defined by the Florida Statutes to mean a finding of guilt or a conviction of a
public entity crime, with or without an adjudication of guilt, in any federal or state trial court of record relating to charges
brought by indictment or information after July 1, 1989, as a result of a jury verdict, non-jury trial, or entry of a plea of guilt or
nolo contendere.
5. I understand that "affiliate" is defined by the Florida Statutes to mean (1) a predecessor or successor of a person or a
corporation convicted of a public entity crime, or (2) an entity under the control of any natural person who is active in the
management of the entity and who has been convicted of a public entity crime, or (3) those officers, directors,
executives, partners, shareholders, employees, members, and agents who are active in the management of an
affiliate, or (4) a person or corporation who knowingly entered into a joint venture with a person who has been convicted
of a public entity crime in Florida during the preceding36months.
6. Neither the Offeror or contractor, nor any officer, director, executive, partner, shareholder, employee, member or
agent who is active in the management of the Offeror or contractor, nor any affiliate of the Offeror or contractor has been
convicted of a public entity crime subsequent to July 1, 1989. (Draw a line through paragraph 6 if paragraph 7 below applies.)
7. There has been a conviction of a public entity crime by the Offeror or contractor, or an officer, director, executive, partner,
shareholder, employee, member or agent of the Offeror or contractor who is active in the management of the Offeror
or contractor or an affiliate of the Offeror or contractor. A determination has been made pursuant to Section 287.133(3)
by order of the Division of Administrative Hearings that it is not in the public interest for the name of the convicted person
or affiliate to appear on the convicted Proposer list. The name of the convicted person or affiliate is
. A copy of the order of the Division of Administrative Hearings is attached to
this statement. (Draw a line through paragraph 7 if paragraph 6 above applies.)
_
Name of Business: Brown and Brown of
Daytona Beach
STATE OF Florida
COUNTY OF Volusia
By: ________________________________
Printed Name: Steve Farmer
Title: Executive Vice President
Sworn to (or affirmed) and subscribed before me this 12 _ day of February _ , 2021 , by
_Steve Farmer __________________, as Executive Vice President of
Brown and Brown of Daytona Beach and who:
[Notary: Please select one]
is personally known to me; or
has produced as identification.
_
Notary Public, State of
Printed, typed or stamped name, commission and expiration:
Page 109
FORM 9.6 – ANTI-COLLUSION FORM
ANTI-COLLUSION STATEMENT PROPOSAL FORM:
By signing this form, the Proposer agrees that this Proposal is made without any other understanding,
agreement, or connection with any person, corporation, or firm submitting a Proposal for the same purpose
and that the Proposal is in all respects fair and without collusion or fraud.
SIGN in ink in the space provided below. Unsigned Proposals will be considered incomplete, and will be
disqualified, and rejected.
IT IS AGREED BY THE UNDERSIGNED PROPOSER THAT THE SIGNING AND DELIVERY OF THE PROPOSAL
REPRESENTS THE PROPOSER’S ACCEPTANCE OF THE TERMS AND CONDITIONS OF THE FOREGOING
SPECIFICATIONS, CONTRACT AND PROVISIONS, AND IF AWARDED, THIS CONTRACT WILL REPRESENT THE
AGREEMENT BETWEEN THE PROPOSERS AND THE CITY OF PORT ORANGE.
NAME OF FIRM: Brown and Brown of Daytona Beach
SIGNED BY:
(MUST BE SIGNED BY A COMPANY OFFICER OR AUTHORIZED AGENT)
PRINTED SIGNATURE: Steve Farmer
TITLE: Executive Vice President
ADDRESS: 300 N Beach St
CITY: Daytona Beach STATE: FL ZIP CODE: 32114
TELEPHONE: (864) 9181353 FAX: (386) 323-5138
COMPLETION TIME: 2/16/2021 _ _
F.E.I.N. NUMBER: 590864469
NO Proposal may be withdrawn for a period of ninety (90) days subsequent to the submittal of the
Proposals, without the consent of the City of Port Orange.
NO PROPOSAL(REASON):
This document must be completed and returned with your Submittal
Page 110
FORM 9.7 – STATEMENT OF QUALIFICATIONS RESPONSES
The undersigned warrants that he or she is duly authorized to complete this document, and hereby affirms that the
information contained in Form 9.7 is complete, true, and correct to the best of their knowledge and belief. If
necessary, questions may be answered on separate paper and attached, with any additional information that may
be pertinent.
A. Name of Proposer. Steve Farmer
B. Permanent main office address. 300 N. Beach St, Daytona Beach, FL 32114
C. Date organized. 1939
D. If a corporation, where incorporated. Florida
E. How many years have you been engaged in the contracting business under your present firm or trade
name? 82 years
F. Contracts on hand: (Schedule these, showing amount of each contract and the appropriate
anticipated dates of completion.) Jessica Scott has over 58 accounts and we are staffed in
anticipation for growth.
G. General character of work performed by your company. Broker services for employee benefits insurance.
H. Have you ever failed to complete any work awarded to you? If so, where and why? No.
I. Have you ever defaulted on a contract? If so, where and why? No.
J. List the more important projects recently completed by your company, stating the approximate cost for
each and the month and year completed.
• City of Holly Hill- Renewed 1/1/21 , $35,000 fee.
• City of Edgewater – Renewed 1/1/21, $59,500 fee
• City of Ormond Beach – Renewed 1/1/21, commission based compensation (percent of
premium)
K. List your major equipment currently owned or leased. N/A
L. Experience in work similar to this type of project. Refer to the chart on the next page for past and present client
experience.
M. Background and experience of the principal members of your organization, including the officers. Please refer to
tab B question 2 for a full list of backgrounds and experiences of our team and our annual report for officers.
https://investor.bbinsurance.com/annual-reports.
N. Credit currently available: As an organization we do not typically operate off of credit, we do have an
$800 million evolving credit line. All $800 million is currently available to Brown and Brown.
O. Give bank reference: Bank of America (statement of good standing on next page after the chart .)
P. Will you, upon request, fill out a detailed financial statement and furnish any other information that may be
required by the Owner? Please find in our annual report: https://investor.bbinsurance.com/annual-reports.
Q. The undersigned hereby authorizes and requests any person, firm, or corporation to furnish any
information requested by the Owner in verification of the recitals comprising this Request for Proposal.
Page 111
L. Experience in work similar to this type of project. Refer to the chart on the next page for past and present client
experience.
State Dept. of Financial Services Florida, State of
Counties
Baker
Brevard
Citrus
Clay
Columbia
Desoto
Flagler
Gadsden
Gilchrist
Gulf
Highlands
Jefferson
Lafayette
Lee
Levy
Madison
Marion
Okaloosa
Santa Rosa
Sarasota
Volusia
Wakulla
Washington
Cities,
Towns,
Villages
Atlantis
Auburndale
Aventura
Bal Harbour Village
Bay Harbor Islands
Belleview
Bunnell
Casselberry
Chattahoochee
Chipley
Coconut Creek
Dania Beach
Davenport
Davie
Daytona Beach
Daytona Beach Shores
Deland
Deltona
Destin
Doral
Eagle Lake
Edgewater
Fellsmere
Flagler Beach
Fort Lauderdale
Fort Myers
Fort Walton Beach
Freeport
Groveland
Haines City
High Springs
Highland Beach
Holly Hill
Indian Shores
Indian River Shores
Inverness
Jacksonville Beach
Jupiter
Lake Helen
Lake Worth
Lauderhill
Lighthouse Point
Longwood
Madeira Beach
Madison
Marco Island
Margate
Mayo
Miami
Miami Gardens
Monticello
Mulberry
Naples
New Smyrna Beach
North Miami
North Port
Ocala
Orange City
Ormond Beach
Palm Bay
Palm Coast
Perry
Pierson
Polk City
Ponce Inlet
Port Orange
Punta Gorda
Royal Palm Beach
St. Cloud
Sarasota
South Daytona
Tallahassee
Treasure Island
West Palm Beach
Weston
Special Districts, Other
Barefoot Bay Recreation
District
Bayfront Bay Recreation
District
Big Bend Water Authority
Bonita Springs FCD
Broward County Housing
Authority
Broward MPO
Buckhead Ridge MCD
Central Florida Fire
Charlotte County Sheriff
Children’s Board of
Hillsborough
Citrus County Sheriff
Citrus MCD
Clay County Utility
Collier MCD
Davie CRA
East County WCD
East Lake Tarpon Fire
Emerald Coast Utilities
Authority
Estero Fire Rescue
Fellsmere WCD
Ft. Myers HA
Ft. Myers Bch Fire
Golden Gate FCD
Highlands County Sheriff
Hillsborough Transit Authority
Immokalee FCD
Immokalee WSD
Indian River Lagoon Council
Jacksonville Beach CRA
Jupiter RA
Key Largo Ambulance
Key Largo Fire/Rescue
Lake Asbury MSBD
Lake Region Lakes
Lakewood
Ranch Interdistrict Authority
Lakewood Ranch Stewardship Dist.
Lake Worth Drainage District
Lee County HA
Lehigh Acres Municipal Services
Improvement
Loxahatchee Groves WCD
Loxahatchee River Dist.
Melbourne Tillman WCD
Miami Beach HA
Miami Sports & Exhibition
Authority
Moore Haven MCD
Naples Airport Authority
New River Solid Waste
North Springs Improvement
District
Northern Palm Beach Co.
Improvement District
Old Plantation WCD
Palm Beach County HA
Pasco County Sheriff Dept.
Peace River WSA
Pine Tree WCD
Pinellas Park WMD
Pinellas Suncoast Fire
Pinellas Suncoast Transit
Pompano Beach HA
Port Ybor Association, Inc.
Ranger Drainage District
St. Johns River WMD
Sanibel Fire & Rescue
Sebring Airport
Seminole Improvement
District
South Indian River WCD
South Trail Fire
Southeast Overtown Park
West CRA
Southwest Florida WMD
Spring Lake Improvement
Dist.
St. Johns River Water
Management District
Suwannee River WMD
Tallahassee Community
Redevelopment Agency
TBARTA
Tampa Bay Water
Tampa Historic Streetcar
Three Rivers Library
Tindall Hammock Irrigation &
Soil
Titusville HA
Upper Captiva FD
Viera Stewardship District
Volusia County Clerk of Court
Wakulla UFFA
Washington County Sheriff
West Palm Beach CRA
Winter Haven HA
54 Community Development
Districts
Schools, Universities
Bethune Cookman Univ.
Cape Coral Charter Schools
Authority
Collier School District
Embry-Riddle Aeronautical
Univ.
Flagler County Public School
Florida Atlantic Univ.
Florida International Univ.
Florida Polytechnic Univ.
Lee School District
Madison School Board
Marion School Board
Okaloosa School District
Orange County Schools
Pasco School District
Seminole School District
Volusia County School Board
Univ. of Central Florida
Univ. of Florida
Univ. of West Florida
Page 112
O. Give Bank reference: Bank of America (statement of good standing on next page after the chart .)
Page 113
FORM 9.8 – PROFESSIONAL REFERENCES FOR PREVIOUS EXPERIENCE
The Proposer proposes that he/she is qualified to perform the referenced work and has successfully
done so on recent projects similar in nature and size. The City reserves the right to check references
and confirm information provided herein.
Please provide three (3) current and correct references from clients for similar services.
(Do not include the City of Port Orange)
1. Company Name: City of Ormond Beach
Contact Person: Claire Whitley
City, State: Ormond Beach, FL
Telephone Number: (386) 676-3202
Email Address: Claire.whitley@ormondbeach.org
Description of goods or
Services provided: medical, dental, basic life, voluntary life, LTD, vision, worksite, HSA/FSA, Plansource
Contract Amount: commission based on percentage of premium
Start/End Date of Contract: 10/1/2008 – 9/31/2025
2. Company Name: City of Edgewater
Contact Person: Julie Christine
City, State: Edgewater, FL
Telephone Number: (386) 424-2400 x1701
Email Address: jachristine@cityofedgewater.org
Description of goods or
Services provided:
Contract Amount:
Start/End Date of Contract: 9/30/2006 – 12/31/2026
1. Company Name: City of Holly Hill
Contact Person: Diane Cole
City, State: Holly Hill, FL
Telephone Number: (386) 248-9440
Email Address: dcole@hollyhill.org
Description of goods or
Services provided: medical, dental, basic life, voluntary life, LTD, vision, worksite, HSA/FSA, Plansource
Contract Amount: $35,000
Start/End Date of Contract: 1/1/1999 – 9/31/2026
medical, dental, basic life, voluntary life, LTD, vision, worksite, HSA/FSA, Plansource
$59,500
Page 114
(Form 9.8 – Professional References for Previous Experience Page 2)
LISTING OF PREVIOUS EXPERIENCE
Commercial Client List
The Proposer proposes that he/she is qualified to perform the referenced work and has
successfully done so on recent projects similar in nature and size. A minimum of three (3)
projects must be listed below. The Owner reserves the right to check references and confirm
information provided herein.
List all clients to whom you currently provide or have in the past provided Broker Services or similar
to those required under the City’s contract and as outlined in this Proposal package. A minimum of
three (3) projects shall be listed below in order to Proposal on this contract. The Owner reserves
the right to check references and confirm information provided herein.
This document must be completed and returned with your Submittal.
Contact Name
Phone
Current
Client?
Y or N
Number of
years service
provided
Descript ion of service
1 City of Ormond Beach (386) 676-
3202
Y 2008 – Present Medical, dental, basic life, voluntary
life, LTD, vision, worksite, HSA/FSA,
Plansource
2 City of Edgewater (386) 424-
2400
X1701
Y 2006-Present Medical, dental, basic life, voluntary
life, LTD, vision, worksite, HSA/FSA,
Plansource
3 City of Holly Hill (386) 248-
9440
Y 1999- Present Medical, dental, basic life, voluntary
life, LTD, vision, worksite, HSA/FSA,
Plansource
Page 115
FORM 9.9 – LOCAL BUSINESS AFFIDAVIT OF ELIGIBILITY
City of Port Orange
This declaration is executed under penalty of perjury of the laws to the United States and State of Florida
THIS AFFIDAVIT IS SUBMITTED IN REFERENCE TO THE FOLLOWING SOLICITATION:
RFSQ/RFP/ITN/BID/CONTRACT/PROJECT #(as applicable): #21-04
BUSINESS NAME: Brown and Brown CONTACT PERSON/TITLE: Steve Farmer/ Executive Vice President MAILING ADDRESS: 300 N
Beach St CITY-STATE-ZIP: Daytona Beach, Florida 32114 Length of Time at Address Provided:_3 months Physical Presence of
Business: □ Headquarters, □ Manufacturing Facility, or □ Locally Owned
Franchise
And within Legal Boundaries: □ The City of Port Orange □ Volusia County □ The State of
Florida FEIN (Federal Employer Identification Number): 590864469
BUISINESS STRUCTURE: □ Corporation □ LLC □ Partnership □ Sole Proprietorship
□ Other(Specify):
PHONE NUMBER: (386) 239-7233 FAX: (386) 323-5138
EMAIL: sfarmer@bbdaytona.com
**Please attach a valid business tax receipt, or other such documentation**
ATTESTATION – I understand that:
• In accordance with City Of Port Orange City Code 2-275, local businesses shall have five (5) business days from bid/proposal opening to submit a best and final bid for
evaluation. To qualify: A Port Orange business initial bid must be within (8%) of the lowest and best responsible bid from a non-Port Orange business; A Volusia County
business initial bid must be within (5%) of the lowest and best responsible bid from a Non-Volusia County business; A State of Florida business initial bid must be within (3%) of
the lowest and best responsible bid from a non-State of Florida business.
• A local business must have its headquarters, manufacturing facility, or locally owned franchise located within the legal boundaries of the City of Port Orange, Volusia County,
or the State of Florida, as indicated herein, for at least twelve (12) months prior to the bid or proposal opening date and a valid business license, issued by the corresponding
government agency. Post office boxes are not verifiable and shall not be used for the purpose of establishing said physical address. Bidders shall attach to this affidavit of
eligibility with a bid or proposal, a copy of a valid business tax receipt or such other documentation, to the city’s satisfaction, demonstrating the physical business presence
of the firm within corresponding local limits.
• The preference does not apply to goods or services exempted by statute or prohibited by Federal law, State law, or other funding source restrictions.
• The preference established in this policy does not prohibit the right of the City, or other authorized purchasing authority, to compare quality or fitness for use of supplies,
materials, equipment and services proposed for purchase and compare qualifications, character, responsibility and fitness of all persons, firms or corporations submitting
bids or proposals.
• The information contained herein may be subject to verification.
• A Proposer who misrepresents the local preference status of its firm in a proposal or bid submitted to the City of Port Orange will lose the privilege to claim local
preference status, and shall lose eligibility to claim local preference for a period of one (1) year. The City Manager may also recommend that the firm be referred for debarment.
As an authorized representative of the firm, I certify that this firm complies fully with the above requirements.
STATE OF Florida
COUNTY OF Volusia
Name of Business: Brown and Brown of Daytona Beach
By :
Printed Name: Steve Farmer
Title: Executive Vice President
The foregoing instrument was acknowledged before me by means of physical presence or online notarization, this
12 day of February , 2021 , by Steve Farmer , as Executive Vice President of
Brown and Brown of Daytona Beach a . He or she is personally known or produced
as identification.
Page 116
INSURANCE BROKERAGE SERVICES COST/FEE PROPOSAL
(Complete, sign and date, and insert this document under Tab H in proposal)
Proposal Submitted by Brown and Brown of Daytona Beach Florida
(Name of Company/Entity)
INSURANCE BROKERAGE SERVICES COST/FEE PROPOSAL
ANNUAL LUMP SUM DOLLAR AMOUNT FOR PROVISION OF
SERVICES OUTLINED IN SECTION 3 – SCOPE OF SERVICES $ 58,000
FOR RFP 17-16 INSURANCE BROKERAGE SERVICES
Authorized Signature:
Printed Name of Authorized Signer: Steve Farmer
E-Mail of Authorized Contact: sfarmer@bbdaytona.com
Page 117
AFFIDAVIT REGARDING WORKERS’ COMPENSATION
IMPOR TANT
This certificate must be completed and returned by the Awarded Proposer, upon issuance of a Notice of Intent
to Award by the Purchasing Department of the City of Port Orange. Please note, the City of Port Orange does
not accept exemptions for Workers’ Compensation coverage.
State of Florida
County of Volusia
I, , being duly sworn according to law, deposes and
says (it, he, she, they) have accepted the Workers’ Compensation laws of the State of Florida, with
its supplements and amendments and has insured (its, his, her, their) liability there under
accordance with the terms of said Laws with the Company,
under the terms of Policy Number for a period from
, 20 to , 20 .
WITNESS: CONTRACTOR:
By: _
Name: Dustin Smurdon
Company: Brown and Brown of Daytona
Beach
By: _
Name/Title: Steve Farmer/ Executive Vice President
STATE OF Florida
COUNTY OF Volusia
The foregoing instrument was acknowledged before me by means of physical presence or
online notarization, this 12 day of February , 2021 , by Steve Farmer , as
Executive Vice President of Brown and Brown of Daytona , a
. He or she is personally known or produced
as identification.
Notary Public, State of
Printed, typed or stamped name, commission and expiration:
This certificate must be completed and returned by the Awarded Proposer, upon issuance of a
Notice of Intent to Award by the Purchasing Department of the City of Port Orange. Please note,
the City of Port Orange does not accept exemptions for Workers’ Compensation coverage.
LEASED EMPLOYEE
AFFIDAVIT EXHIBIT
Page 118
CONTRACT # 21-04
☐ I hereby certify that I do not utilize an employee leasing company or employee
leased employees. I further agree to notify the City in the event these circumstances
change.
O
R
☐ I affirm that an employee leasing company provides my workers’
compensation coverage. I further understand that my contract with the employee leasing
company limits my workers' compensation coverage to enrolled worksite employees
only. My leasing arrangement does not cover un-enrolled worksite employees,
independent contractors, uninsured sub-contractors or casual labor exposure.
I hereby certify that 100% of my workers are covered as worksite employees with
the employee leasing company. I certify that I do not hire any casual or uninsured labor
outside the employee leasing arrangement. I agree to notify the City in the event that I
have any workers not covered by the employee leasing workers' compensation policy.
In the event that I have any workers not subject to the employee leasing arrangement, I
agree to obtain a separate workers' compensation policy to cover these workers. I
further agree to provide the City with a certificate of insurance providing proof of
workers' compensation coverage prior to these workers entering any City jobsite.
I further agree to notify the City if my employee leasing arrangement terminates with
the employee leasing company and I understand that I am required to furnish proof of
replacement workers’ compensation coverage prior to the termination of the employee leasing
arrangement.
I certify that I have workers' compensation coverage for all of my workers
through the employee leasing arrangement specified below:
N am e of E m pl oy ee Leasi ng C om pa ny: _
Workers' Compensation Carrier: Trav elers Property Casualty of America _
A.M . Bes t Ra ti ng of C arrier: A++ _
Inception Date of Leasing Arrangement: _
I further agree to notify the City in the event that I switch em pl oyee-
leasing companies. I recognize that I have an obligation to supply an updated workers'
compensation certificate to the City that documents the change of carrier.
I hereby attest that the information provided in this affidavit is accurate. In
addition, I certify that I have read and understand the above statements regarding my
responsibility under the Workers’ Compensation coverage.
Name of C ontractor: Steve Farmer
Signature of Ow ner /Offi cer: _
Title: Executive Vice President Date: 2.12.2021
X
Page 119
City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:AR-2022-0164,Version:1
COUNCIL AGENDA ITEM
SUBJECT:
Request approval of an emergency purchase for the replacement of damaged reclaimed water main near 17 th
Street and Pine Tree Drive
DEPARTMENT:
Environmental Services
SUMMARY:
On Friday, March 18th, 2022 a reclaimed water main located in the Florida Shores section of the City of
Edgewater was damaged by contractors installing underground conduit for Florida Power and Light. The line is
located along 17th Street from Pine Tree Drive to Needle Palm Drive. The damaged reclaimed main is a critical
component of the City’s reclaimed distribution network as a hydraulic support to ensure that reclaimed
customers in the southern portion of Florida Shores have adequate water pressure and quantity to effectively
irrigate their lawns.
As the City’s Wastewater Treatment Plant is restricted in the volume of treated effluent that can be discharged
into the Indian River, if the reclaimed distribution system is prevented from dispensing enough reclaimed water,
there is the potential of introducing excessive quantities of treated effluent into the Indian River beyond our
permitted amount. Additionally, the City wants to avoid collecting user rates without being able to provide
adequate service to its reclaimed water customers.
In compliance with established purchasing codes, the Department sought quotes from six local contractors
capable of constructing the replacement 650 LF of 16” HDPE pipe. The following are the list of contractors and
their responses:
1.B&B Underground - $96,208
2.MURDS - $107,480
3.General Underground - $124,875
4.DBE Utility Services - $150,850 +($52,900 Materials) = $203,750
5.True Bore - No response
6.Southern Directional Drilling - Does not have the equipment to make the repair
On Tuesday,March 29,an Emergency Purchase Order was issued to the lowest qualified bidder B&B
Underground in the amount $96,208.00 who was authorized to proceed with the work immediately.
BUDGETED ITEM:☐ Yes ☒ No ☐ Not Applicable
BUDGET AMENDMENT REQUIRED:☒ Yes ☐ No ☐ Not Applicable
City of Edgewater Printed on 4/19/2022Page 1 of 2
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File #:AR-2022-0164,Version:1
RECOMMENDED ACTION:
Motion to approve the prior issuance of the Emergency Purchase Order for $96,208 to B&B Underground for
the replacement of the damaged reclaimed water main.
City of Edgewater Printed on 4/19/2022Page 2 of 2
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1
Proposal
534 Black Ironwood Drive
Deland, Florida 32724
Phone: 386-734-0592 Fax: 386-943-8895
Lic# CUC1224552
Attention: Date: 3/22/2022
Jeffrey Thurman
Proposal For: Quote Valid for: 30 Days
City of Edgewater
PO Box 100
(386) 424-2400
RE: Florida Shores – Reclaim (1704 Needle Palm Drive to 1702 Pine Tree Drive)
B&B Underground & Drilling, Inc is pleased to submit our proposal for directional drilling on the
above referenced project.
Scope of Work:
Install an estimated 650 feet of 16” HDPE-DR11 Reclaim Water Main – Purple Stripe
Priced @ $75.00/LF
Fusing of Pipe and MJ Adapters Included
Total: $48,750.00 (Labor Only)
Material List:
650’ of 16” HDPE-DR11 Purple Stripe
MJ Adapters and Accessory Kits
Two Purple Tracer Wires
Total: $46,458.00
*material pricing valid for 7 days per the pipe supplier.
*lead-time is dictated by order date
Mobilization: $1,000.00
Total Estimate:
$96,208.00 (Labor, Material, and Mobilization)
2
Proposal
534 Black Ironwood Drive
Deland, Florida 32724
Phone: 386-734-0592 Fax: 386-943-8895
Lic# CUC1224552
Primary Contractor Responsibility: (hereinafter PC)
§ Location to dump drill slurry. All cost associated with dumping to be paid by PC.
§ MOT
§ Water for drilling equipment.
§ Any excavation beyond four feet and associated dewatering.
§ Utilities that are located under roadway(s) or where B&B Underground & Drilling, Inc is unable to
verify depth will require a soft dig. Soft dig work to be performed by outside contractor. All
associated cost to be paid by PC.
§ Work will begin upon receipt of written notice to proceed and is subject to drill rig availability.
§ Payment for “Scope of Work” due upon receipt of invoice.
We look forward to Partnering with your Team on this project.
Best Regards,
Scott Gabor
Primary Contractor: B&B Underground & Drilling, Inc.
Print: _________________________ Print: _________________________
Sign: _________________________ Sign: _________________________
Title: _________________________ Title: _________________________
Date: _________________________ Date: _________________________
City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:AR-2022-0181,Version:1
COUNCIL AGENDA ITEM
SUBJECT:
Park Avenue Booster Pump Station Rehab
DEPARTMENT:
Environmental Services
SUMMARY:
The 50 year old water pump station located on West Park Avenue is in need of rehabilitation and replacement.
The City has budgeted funds for the engineering design, permitting, and bidding phase services of a new pump
station with upgraded capabilities on the same site. The new pump station will include facilities for disinfectant
addition and continue to provide an additional source of pressure for maximum daily and peak hour flows and
fire flow events.
The subject proposal from the City’s continuing engineering consultant firm Mead & Hunt, Inc. includes the
above listed services. The cost is above the budgeted amount. Additional funds are available to cover the
overage.
BUDGETED ITEM:☒ Yes ☐ No ☐ Not Applicable
444-5555-580.63-10 $150,000 / Proposal Amount $183,873
BUDGET AMENDMENT REQUIRED:☒ Yes ☐ No ☐ Not Applicable
A budget amendment is needed to cover the outstanding balance. The outstanding balance is $33,873. The
amount can be covered from unspent funds in other projects.
RECOMMENDED ACTION:
Motion to approve the proposal from Mead & Hunt, Inc. in the amount of $183,873 for the Park Avenue
Booster Pump Station Rehabilitation.
City of Edgewater Printed on 4/19/2022Page 1 of 1
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April 1, 2022
Randy J. Coslow, P.E. Email: rcoslow@cityofedgewater.org
Deputy Director of Environmental Services / City Engineer
City of Edgewater
P O Box 100
Edgewater, FL 32132
Subject: Park Ave Booster Station
Dear Randy:
In accordance with your request, we are pleased to offer the enclosed scope of services and engineering
fee proposal for the proposed Park Ave Booster Station (PABS). The PABS project involves demolition of
existing structures at the site and construction of a new booster pump station. The new pump station will
withdraw from the existing storage tank, include facilities for chemical injection and provide a source of
pressure for diurnal and peak flows, to be provided by the City.
Design elements will match to the extent possible, existing City facilities and provide for future use of the
site for storage and/or material staging. The project scope presented herein is for: design, permitting and
bidding services. CEI services will be offered under a separate task assignment.
Thank you for this opportunity to continue to be of service. If you have any questions or require additional
information, please contact me.
Sincerely,
MEAD & HUNT, Inc.
Brad T. Blais, PE Kris Samples
Vice President/Client Manager FL Water Market Leader/Vice President
BTB/KS;bf
Enclosure: Scope of Services and Fee Estimate
Randy Coslow
April 1, 2022
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CITY OF EDGEWATER
SCOPE OF SERVICES
FOR
PARK AVENUE BOOSTER STATION
The Task Order is in conformance with the Professional Services Agreement, Continuing Professional
Engineering Services, dated November 18, 2019 between the City of Edgewater (CITY) and Mead &
Hunt, Inc. (MEAD & HUNT) and is referred to herein as the Contract.
GENERAL
The project involves demolition of existing structures at the site and construction of a new booster pump
station. The new pump station will withdraw from the existing storage tank, include facilities for chemical
injection and provide a source of pressure for diurnal and peak flows, to be provided by the City.
SCOPE OF SERVICES
After receipt of authorization to proceed, MEAD & HUNT will provide the following services:
Project Coordination
MEAD & HUNT’S Project Manager (PM) will initiate the project and manage the budget and schedule,
manage project staffing, review subconsultant invoices, manage project coordination, and schedule
quality management processes for work products. The PM will monitor progress throughout the project
and prepare monthly invoices for the CITY. It is assumed that these services will cover the estimated 12
month project planning, permitting, design and bidding schedule.
Project Kick-Off Meeting
MEAD & HUNT will conduct a project kick-off meeting with the project team and CITY staff to review
project goals, scope of work, project schedule and administrative issues. Following the meeting, MEAD &
HUNT will prepare a written summary of the project meeting and distribute to the attendees.
Quality Assurance / Quality Control
MEAD & HUNT will implement a quality assurance and control process, which includes:
Independent technical review of alternatives developed and evaluated, and recommendations made by
the project team. Reviews will include evaluations of constructability, performance, and conflicts.
Randy Coslow
April 1, 2022
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Independent review of the project technical work products before its submission to the CITY.
Deliverables – Project Management
• Kick-Off Meeting Agenda and Summary
• Monthly Invoices
Survey Coordination
MEAD & HUNT will obtain the services of a licensed surveyor to conduct a boundary and site survey. The
surveyor costs will be billed in the Subconsultants and Reimbursable section. MEAD & HUNT
coordination of the survey efforts and administration of the subconsultants contract are included herein.
Geotechnical Coordination
MEAD & HUNT will obtain the services of a geotechnical subconsultant. The geotechnical costs will be
billed in the Subconsultants and Reimbursable section. MEAD & HUNT coordination of the geotechnical
efforts and administration of the subconsultants contract are included herein.
Utility Coordination
MEAD & HUNT will submit for a design ticket with Sunshine 811 to determine the existing utility owners in
the area of the proposed improvements, and points of connection. 60% design drawings will be
submitted to the utility owners identified on the design ticket for mark-up of existing facilities. Mark-ups
received from utility owners will be transferred to the design drawings. Subsurface Utility Engineering
(SUE) will not be performed as part of this project scope.
Preliminary Design Report
MEAD & HUNT will prepare a draft Preliminary Design Report (PDR) evaluating design alternatives and
budget level pricing. The preliminary design concepts detailed in the PDR will be viable options for a
comparison of alternatives. Connection pressures and demand flows are to be provided by the City for
the diurnal and future demands. No hydraulic modeling effort is assumed within this project scope. The
PDR will include an initial engineer’s opinion of probable construction cost (EOPCC) and confirmation of
project permitting requirements. The PDR will suffice for the 30% design phase and subsequent design
will proceed directly to 60% design plans and specifications.
Randy Coslow
April 1, 2022
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A draft PDR will be submitted to the CITY for review and comment. It is assumed the CITY will conduct
their review in a two-week period and a meeting will be held at the end of the CITY’s review.
MEAD & HUNT will schedule and attend a draft PDR review meeting to review the CITY’s comments on
the draft PDR. Comments received will be incorporated into the final PDR and subsequent design
documents.
Deliverables – Preliminary Design
• Draft Preliminary Design Report
• Preliminary Design Review Meeting Summary
• Final Preliminary Design Report
Task 1 – 60% Design Development
MEAD & HUNT will develop 60% drawings and specifications that reflect the proposed improvements
detailed in the final PDR or the comments received at the 30% Design review meeting. The CITY’s
standard front-end contract documents will be used and coordinated with MEAD & HUNT’s technical
specifications. MEAD & HUNT will provide a 60% engineer’s opinion of probable construction cost
(EOPCC).
The 60% submittal package will be submitted to the CITY for review and comment. The submittal will
include the items shown in the deliverable section below. A comment/response log will be included with
the submittal to document how the CITY’s comments from the 30% review meeting are addressed in the
60% submittal. It is assumed the CITY will conduct their review in a two-week period, and a meeting will
be held at the end of the CITY’s review.
MEAD & HUNT will schedule and attend a 60% design review meeting to review the CITY’s comments on
the design drawings and specifications. Comments received will be incorporated into the 90% design
documents.
Deliverables – 60% Design
• 60% Design Drawings
• 60% Specifications
• 60% EOPCC
• 30% Comment/Response Log
Randy Coslow
April 1, 2022
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Task 2 – 90% Design Development
Based on the CITY’s 60% review comments and discussions at the 60% review meeting, MEAD & HUNT
will advance the 60% design drawings to 90% completion. MEAD & HUNT will advance the 60% technical
specifications to the 90% level for construction of the new components and facilities. MEAD & HUNT’s
60% EOPCC will be updated for the 90% submittal.
The 90% submittal package will be prepared and submitted to the CITY and permitting agencies for
review and comment. The submittal will include the items shown in the deliverable section below. A
comment/response log will be included with the submittal to document how the CITY’s comments from
the 60% review meeting are addressed in the 90% submittal. It is assumed the CITY will conduct their
review in a two-week period, and a meeting will be held at the end of the CITY’s review.
MEAD & HUNT will schedule and attend a 90% design review meeting to review the CITY’s comments on
the design drawings and specifications. Comments received will be incorporated into the 100% design
documents.
Deliverables – 90% Design
• 90% Design Drawings
• 90% Specifications
• 90% EOPCC
• 60% Comment/Response Log
Task 3 – 100% Design Development
Based on the CITY’s 90% review comments and discussions at the 90% review meeting, MEAD & HUNT
will advance the 90% design drawings to 100% completion. MEAD & HUNT will advance the 90%
technical specifications to the 100% level for construction. MEAD & HUNT’s 90% EOPCC will be updated
for the 100% submittal.
The 100% submittal package will be submitted to the CITY for review and comment. The submittal will
include the items shown in the deliverable section below. A comment/response log will be included with
the submittal to document how the CITY’s comments from the 90% review meeting are addressed in the
100% submittal.
Deliverables – 100% Design
• 100% Design Drawings
• 100% Specifications
• 100% EOPCC
Randy Coslow
April 1, 2022
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• 90% Comment Response Log
Specific Permit to Construct PWS Components
MEAD & HUNT will attend up to one (1) pre-application meeting with FDEP to discuss permitting
requirements. MEAD & HUNT will prepare an agenda and meeting summary for the meeting. After the
pre-application meeting, any necessary revisions to the design recommendations will be reviewed with
the CITY and incorporated into the various design components.
MEAD & HUNT will prepare and submit the permit application in accordance with the specific permit
requirements and input from the pre-application meeting. Permit applications will be submitted after the
90% design has been reviewed and accepted by the CITY. The CITY will receive one (1) electronic copy
of final applications and permits. Permit fees will be paid by the CITY.
MEAD & HUNT will respond to up to one (1) Request for Additional Information (RAI) as part of the permit
application process. Follow up phone calls or meetings with the regulators to assist with the responses
are included in the task. Responses will be limited to clarifications related to the submittals in accordance
with the documented permit requirements or those identified in the pre-application meeting. MEAD &
HUNT will respond to RAI’s in a timely manner to minimize any potential schedule impacts.
Environmental Resources Permit
MEAD & HUNT will attend up to one (1) pre-application meeting with SJRWMD or FDEP to discuss
permitting requirements. MEAD & HUNT will prepare an agenda and meeting summary for each meeting.
After the pre-application meeting, any necessary revisions to the design recommendations will be
reviewed with the CITY and incorporated into the various design components.
MEAD & HUNT will prepare and submit the permit application in accordance with the specific permit
requirements and input from the pre-application meeting. This task also includes subconsultant services
for geotechnical investigations and wetland delineation should they be required. Permit applications will
be submitted after the 90% design has been reviewed and accepted by the CITY. The CITY will receive
one (1) electronic copy of final applications and permits. Permit fees will be paid by the CITY.
MEAD & HUNT will respond to up to one (1) Request for Additional Information (RAI) as part of the permit
application process. Follow up phone calls or meetings with the regulators to assist with the responses
are included in the task. Responses will be limited to clarifications related to the submittals in accordance
with the documented permit requirements or those identified in the pre-application meeting. MEAD &
HUNT will respond to RAI’s in a timely manner to minimize any potential schedule impacts.
Randy Coslow
April 1, 2022
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County Right-of-Way Use Permit
MEAD & HUNT will prepare and submit the permit application in accordance with the specific permit
requirements. Permit applications will be submitted after the 90% design has been reviewed and
accepted by the CITY. The CITY will receive one (1) electronic copy of final applications and permits.
Permit fees will be paid by the CITY.
MEAD & HUNT will respond to up to one (1) Request for Additional Information (RAI) as part of the permit
application process. Follow up phone calls or meetings with the regulators to assist with the responses
are included in the task. Responses will be limited to clarifications related to the submittals in accordance
with the documented permit requirements or those identified in the pre-application meeting. MEAD &
HUNT will respond to RAI’s in a timely manner to minimize any potential schedule impacts.
Site Plan Approval
MEAD & HUNT will prepare and submit the permit application in accordance with the specific permit
requirements. Permit applications will be submitted after the 90% design has been reviewed and
accepted by the CITY. The CITY will receive one (1) electronic copy of final applications and permits.
Permit fees will be paid by the CITY.
MEAD & HUNT will respond to up to one (1) Request for Additional Information (RAI) as part of the permit
application process. Follow up phone calls or meetings with the regulators to assist with the responses
are included in the task. Responses will be limited to clarifications related to the submittals in accordance
with the documented permit requirements or those identified in the pre-application meeting. MEAD &
HUNT will respond to RAI’s in a timely manner to minimize any potential schedule impacts.
Deliverables – Permitting
• Final Specific Permit to Construct PWS Components application and final permit
• Final Environmental Resource Permit application and final permit
• Final County Right-of-Way Permit application and final permit
• Final Site Plan Approval application and final site plan approval
The CITY will be responsible for managing the bid process, i.e., advertisement, distribution of bid
packages, receipt and opening of bids. MEAD & HUNT will provide the following bid-phase services:
Randy Coslow
April 1, 2022
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Bid Documents
MEAD & HUNT will prepare and submit bid documents including bid number, pre-bid date and time, and
other pertinent information to create a Bid Set of the plans and specifications.
Pre-Bid Meeting
MEAD & HUNT will attend and lead a pre-bid meeting at the CITY facility to review the project details
before bids are submitted. MEAD & HUNT will present project details and answer potential bidders’
questions at this meeting.
Addenda
MEAD & HUNT will respond to potential bidders’ questions during the bid period. Questions and
responses will be documented and submitted to the CITY for distribution to potential bidders in the form of
addenda. MEAD & HUNT will prepare addenda.
Bid Tabulation and Recommendation of Award
MEAD & HUNT will complete a review of the bids for completeness and conformance with the bidding
and contract requirements. MEAD & HUNT will evaluate the low bidder(s) submitted qualifications
information and contact provided references to inquire about bidders’ experience. Based on that review,
MEAD & HUNT will submit to the CITY a bid tabulation and a recommendation of award.
Deliverables – Bidding Services
• Bid Set Plans and Specifications
• Pre-bid Meeting Agenda and Summary
• Addenda to bid documents
• Final bid tabulation
• Recommendation of award
Items under this phase include out-of-pocket direct job expenses such as reproductions, postage, etc. It is
assumed permit application fees will be paid by MEAD & HUNT and are included in this phase. Items
included in this phase will be billed at actual cost plus 10%.
Randy Coslow
April 1, 2022
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Mead & Hunt | 4401 Eastport Parkway, Port Orange, FL, 32127 | 386-761-6810 | meadhunt.com
• Geotechnical – Soil borings and geotechnical evaluation of the site will be performed by Bechtol
Engineering & Testing, Inc. (BET). A copy of their proposal is included herein. This will be billed
at actual cost as a separate allowance.
• Survey – The design survey shall include the boundary survey and site. This work will be billed at
actual cost as a separate allowance.
EXCLUSIONS
This scope of services excludes all items not specifically described herein.
SCHEDULE
Mead & Hunt estimates the work included in this task order will be completed in accordance with the
following schedule:
Phase/Task Duration to
Complete
Starting upon
Phase 1 – Project Management 365 days Receipt of notice to proceed
Phase 2 – Preliminary Design 60 days Receipt of notice to proceed
Phase 3 – Project Design 180 days Client approval of PDR
Phase 4 – Permitting 60 days Client approval of 90% Design
Phase 5 – Bidding Services 60 days Client approval of Bid Documents
Phase 6 – Subconsultants/Reimbursables 180 days Client award to Contractor
The above timeframes do not include Client and agency review time.
COMPENSATION
The fee is based on the following breakdown:
Phase/Task Fee/Cost Basis
Phase 1 – Project Management $15,298 Lump Sum
Phase 2 – Preliminary Design $18,000 Lump Sum
Phase 3 – Project Design $101,979
Phase 4 – Permitting $11,758 Lump Sum
Phase 5 – Bidding Services $6,838 Lump Sum
Phase 6 – Subconsultants/Reimbursables $30,000 Time & Expenses
TOTAL $183,873
Randy Coslow
April 1, 2022
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Mead & Hunt | 4401 Eastport Parkway, Port Orange, FL, 32127 | 386-761-6810 | meadhunt.com
AUTHORIZATION:
The scope of services and compensation stated in this proposal are valid for a period of thirty (30) days
from date of submission. If authorization to proceed is not received during this period, this proposal may
be withdrawn or modified by MEAD & HUNT.
Accepted by: CITY OF EDGEWATER Approved by: MEAD & HUNT, INC.
By: By:
Name: Name: Brad T. Blais, PE
Title: Title: Vice President/Client Manager
The above person is authorized to sign for Client
and bind the Client to the terms hereof.
Date: Date April 1, 2022
PURSUANT TO FLORIDA STATUTE SECTION 558.0035, AN
INDIVIDUAL EMPLOYEE OR AGENT OF MEAD & HUNT INC. MAY NOT
BE HELD INDIVIDUALLY LIABLE FOR NEGLIGENCE.
IF THE CONTRACTOR (MEAD & HUNT, INC.) HAS QUESTIONS REGARDING THE APPLICATION
OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR’S (MEAD & HUNT, INC.’s) DUTY
TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT (PROPOSAL), CONTACT THE
CUSTODIAN OF PUBLIC RECORDS AT CITY HALL, CITY OF EDGEWATER, 104 N. RIVERSIDE
DRIVE, EDGEWATER, FL 32132, City Clerk, Robin L. Matusick, (386) 424-2400, Ext. 1102,
CityClerk@cityofedgewater.org.
City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:AR-2022-0182,Version:1
COUNCIL AGENDA ITEM
SUBJECT:
Lift Station 11 Rehabilitation
DEPARTMENT:
Environmental Services
SUMMARY:
Constructed in the 1970’s, this project involves the rehabilitation of Lift Station 11 due to the station’s age and
condition. The station is located near Park Avenue on Wildwood Boulevard. Upgrades will include the removal
and replacement of two (2) pumps, lining the wet well, addition of a valve box with bypass pumping
capabilities, new electrical and control panel. The site will also be examined to verify if an onsite backup pump
could be permanently placed onsite. If determined suitable room is available, a bypass pump is to be included
in the design. The top slab of the station will be 1ft above the 100yr floodplain elevation.
At the City’s request, Mead & Hunt Inc. submitted a proposal in the amount of $60,507 to complete the
engineering deisgn, permitting, and bidding phase services for this project pursuant to the Professional Services
Agreement, Continuing Professional Engineering Services, dated November 18, 2019, between the City of
Edgewater and Mead & Hunt, Inc.
BUDGETED ITEM:☒ Yes ☐ No ☐ Not Applicable
BUDGET AMENDMENT REQUIRED:☐ Yes ☒ No ☐ Not Applicable
RECOMMENDED ACTION:
Motion to approve the prior issuance of a Purchase Order for $60,507 to Mead & Hunt, Inc. for the design,
permitting, and bidding services of Lift Station 11.
City of Edgewater Printed on 4/19/2022Page 1 of 1
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Email: RCoslow@CITYofEdgewater.org
Hard Copy Mailed Only on Request
March 24, 2022
Randy Coslow
Deputy Director of Environmental Services / City
Engineer
City of Edgewater
P O Box 100
Edgewater, FL 32132
Subject: Lift Station 11 Rehabilitation
Dear Mr. Coslow,
In accordance with your request, we are pleased to offer the enclosed scope of services and engineering
fee estimate for design of the above referenced project.
Thank you for this opportunity to continue to be of service. If you have any questions or require additional
information, please do not hesitate to call.
Sincerely,
MEAD & HUNT, Inc.
Brad T. Blais, P.E. Cassandra “Casey” Cissell, P.E., ENV SP
Vice President/Market Leader Project Manager
BTB/CMC
Enclosure: Scope of Services and Fee Estimate
Cory Surveying Proposal
Randy Coslow
March 24, 2022
Page 2
Mead & Hunt | 4401 Eastport Parkway, Port Orange, FL, 32127 | 386-761-6810 | meadhunt.com
CITY OF EDGEWATER
SCOPE OF SERVICES
FOR
LIFT STATION 11 REHABILITATION
The Task Order is in conformance with the Professional Services Agreement, Continuing Professional
Engineering Services, dated November 18, 2019, between the City of Edgewater (CITY) and Mead &
Hunt, Inc. (MEAD & HUNT) and is referred to herein as the Contract.
GENERAL
The CITY desires to rehabilitate Lift Station 11 which is located near the intersection of Park Ave and
Wildwood Blvd., behind the Citgo Convenience Store/Gas Station. This rehabilitation is required due to
the station’s age and condition. Upgrades will include removal and replacement of two (2) pumps, lining
of the wet well, the addition of a valve box with bypass, new electrical, and a new control panel. The site
will also be examined to verify if an onsite backup pump could be permanently placed onsite. If
determined suitable room is available, bypass pump to be included in the design. The wet well is
assumed to be adequately sized and no additional flows to this station are anticipated. The top slab of the
station will be 1 ft above the 100yr floodplain elevation. MEAD & HUNT will be responsible for complete
design plans, permits with regulatory agencies, preparation of bid documents and bidding services.
SCOPE OF SERVICES
After receipt of authorization to proceed, MEAD & HUNT will provide the following services:
Project Coordination and Invoicing
MEAD & HUNT’S Project Manager (PM) will initiate the project and manage the budget and schedule,
manage project staffing, review subconsultant invoices, manage project coordination, and schedule
quality management processes for work products. The PM will monitor progress throughout the project
and prepare monthly invoices for the CITY. It is assumed that these services will cover the estimated 6-
month project design.
Project Kick-Off Meeting
MEAD & HUNT will conduct a project kick-off meeting with the project team and CITY staff to review
project goals, scope of work, project schedule and administrative issues. Following the meeting, MEAD &
HUNT will prepare a written summary of the project meeting and distribute to the attendees.
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March 24, 2022
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Quality Assurance / Quality Control
MEAD & HUNT will implement a quality assurance and control process, which includes:
Independent technical review of alternatives developed and evaluated, and recommendations made by
the project team. Reviews will include evaluations of constructability, performance, and conflicts.
Independent review of the project technical work products before its submission to the CITY.
Deliverables – Project Management
•Kick-Off Meeting Summary
•Monthly Invoices
Survey Coordination
MEAD & HUNT will obtain the services of a licensed surveyor to conduct a site survey. The surveyor
costs will be billed in the Subconsultants and Reimbursable section. MEAD & HUNT coordination of the
survey efforts and administration of the subconsultants contract are included herein.
Utility Coordination
MEAD & HUNT will submit for a design ticket with Sunshine 811 to determine the existing utility owners in
the area of the proposed improvements, and points of connection. At that time, a set of 60% design
drawings will be submitted to the utility owners identified on the design ticket for mark-up of existing
facilities. Mark-ups received from utility owners will be transferred to the design drawings.
Task 1 – 60% Design Development
MEAD & HUNT will develop 60% drawings and specifications that reflect the proposed improvements
discussed at the project kick-off meeting. The CITY’s standard front-end contract documents will be used
and coordinated with MEAD & HUNT’s technical specifications. MEAD & HUNT will provide a 60%
engineer’s opinion of probable construction cost (EOPCC).
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March 24, 2022
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Mead & Hunt | 4401 Eastport Parkway, Port Orange, FL, 32127 | 386-761-6810 | meadhunt.com
The 60% submittal package will be submitted to the CITY for review and comment. The submittal will
include the items shown in the deliverable section below. It is assumed the CITY will conduct their review
in a two-week period, and a meeting will be held at the end of the CITY’s review.
MEAD & HUNT will schedule and attend a 60% design review meeting to review the CITY’s comments on
the design drawings and specifications. Comments received will be incorporated into the 90% design
documents.
Deliverables – 60% Design
•60% Design Drawings
•60% Specifications
•60% EOPCC
Task 2 – 90% Design Development
Based on the CITY’s 60% review comments and discussions at the 60% review meeting, MEAD & HUNT
will advance the 60% design drawings to 90% completion. MEAD & HUNT will advance the 60% technical
specifications to the 90% level for construction of the new components and facilities. MEAD & HUNT’s
60% EOPCC will be updated for the 90% submittal.
The 90% submittal package will be prepared and submitted to the CITY and permitting agencies for
review and comment. The submittal will include the items shown in the deliverable section below. A
comment/response log will be included with the submittal to document how the CITY’s comments from
the 60% review meeting are addressed in the 90% submittal. It is assumed the CITY will conduct their
review in a two-week period, and a meeting will be held at the end of the CITY’s review.
MEAD & HUNT will schedule and attend a 90% design review meeting to review the CITY’s comments on
the design drawings and specifications. Comments received will be incorporated into the 100% design
documents.
Deliverables – 90% Design
•90% Design Drawings
•90% Specifications
•90% EOPCC
•60% Comment/Response Log
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March 24, 2022
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Task 3 – 100% Design Development
Based on the CITY’s 90% review comments and discussions at the 90% review meeting, MEAD & HUNT
will advance the 90% design drawings to 100% completion. MEAD & HUNT will advance the 90%
technical specifications to the 100% level for construction. MEAD & HUNT’s 90% EOPCC will be updated
for the 100% submittal.
The 100% submittal package will be submitted to the CITY. The submittal will include the items shown in
the deliverable section below. A comment/response log will be included with the submittal to document
how the CITY’s comments from the 90% review meeting are addressed in the 100% submittal.
Deliverables – 100% Design
•100% Design Drawings
•100% Specifications
•100% EOPCC
•90% Comment Response Log
FDEP Wastewater Collection System Permit
MEAD & HUNT will prepare and submit the permit application in accordance with the specific permit
requirements Permit applications will be submitted after the 90% design has been reviewed and accepted
by the CITY. The CITY will receive one (1) electronic copy of final applications and permits. Permit fees
will be paid by MEAD & HUNT.
MEAD & HUNT will respond to up to one (1) Request for Additional Information (RAI) as part of the permit
application process. Follow up phone calls with the regulators to assist with the responses are included in
the task. Responses will be limited to clarifications related to the submittals in accordance with the
documented permit requirements. MEAD & HUNT will respond to RAIs in a timely manner to minimize
any potential schedule impacts.
Deliverables – Permitting
•Final FDEP Wastewater Collection System Permit application and final permit
The CITY will be responsible for managing the bid process, i.e., advertisement, distribution of bid
packages, receipt and opening of bids. MEAD & HUNT will provide the following bid-phase services:
Mead & Hunt | 4401 Eastport Parkway, Port Orange, FL, 32127 | 386-761-6810 | meadhunt.com
Randy Coslow
March 24, 2022
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Bid Documents
MEAD & HUNT will prepare and submit bid documents including bid number, pre-bid date and time, and
other pertinent information to create a Bid Set of the plans and specifications.
Pre-Bid Meeting
MEAD & HUNT will attend and lead a pre-bid meeting at the CITY facility to review the project details
before bids are submitted. MEAD & HUNT will present project details and answer potential bidders’
questions at this meeting.
Addenda
MEAD & HUNT will respond to potential bidders’ questions during the bid period. Questions and
responses will be documented and submitted to the CITY for distribution to potential bidders in the form of
addenda. MEAD & HUNT will prepare one (1) addendum
Bid Tabulation and Recommendation of Award
MEAD & HUNT will complete a review of the bids for completeness and conformance with the bidding
and contract requirements. MEAD & HUNT will evaluate the low bidder(s) submitted qualifications
information and contact provided references to inquire about bidders’ experience. Based on that review,
MEAD & HUNT will submit to the CITY a bid tabulation and a recommendation of award.
Deliverables – Bidding Services
•Bid Set Plans and Specifications
•Addendum to bid documents
•Final bid tabulation
•Recommendation of award
Items under this phase include out-of-pocket direct job expenses such as reproductions, postage, etc. It is
assumed the permit application fee will be paid by MEAD & HUNT and are included in this phase.
•Survey – The design survey shall include the entire route site, underground utilities identified by
surveyor, and topography to a point 10’ behind the R/W. The detailed survey scope by Cory
Surveying is included herein. This work will be billed at actual cost +10% as a separate
allowance.
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March 24, 2022
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If additional services are identified as needed or required during the duration of the project, MEAD &
HUNT will request written approval from the CITY to utilize contingency funds for any additional work
items. Contingency funds will be billed at time and expense. Additional work will be billed per the agreed
upon contract hourly rates. MEAD & HUNT will not bill against the contingency funding without prior
authorization from the CITY.
EXCLUSIONS
This scope of services excludes all items not specifically described herein, including but not limited to:
•Easement Acquisition
•Construction Phase Services
•Geotechnical Engineering
•Special Studies
•Laboratory Services
•Redesign per Client or Contractor
•Investigations
•Funding Assistance
•Environmental
•Professional Services Acquisition Assistance
•Completed Project Assessment
SCHEDULE
Mead & Hunt estimates the work included in this task order will be completed in accordance with the
following schedule:
Phase/Task Duration to
Complete
Starting upon
Phase 1 – Project Management 175 days Receipt of notice to proceed
Phase 2 – Preliminary Design 42 days Receipt of notice to proceed
Phase 3 – Project Design
60% Design Documents 30 days Receipt of Survey
60% City Review 14 days
90% Design Documents 20 days Receipt of CITY’s 60% Comments
90% City Review 14 days
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100% Design Documents 10 days Receipt of CITY’s 90% Comments
Phase 4 – Permitting 45 days Client approval of 90% Design (concurrent)
Phase 5 – Bidding Services 45 days Client approval of Bid Documents
COMPENSATION
The not-to-exceed cost for this Scope of Services, including Contingency Funds, is $60,507. The
Contingency Funds authorized for use on this project may only be expended upon written approval from
the CITY. Any out-of-scope work performed requiring the release of Contingency Funds will be
considered at-risk and may not be compensated until, or if, written approval is granted by the CITY.
The above fee is based on the following breakdown:
Phase/Task Fee/Cost Basis
Phase 1 – Project Management $4,211 Lump Sum
Phase 2 – Preliminary Design $2,071 Lump Sum
Phase 3 – Project Design
60% Design $20,158 Lump Sum
90% Design $12,020 Lump Sum
100% Design $5,976 Lump Sum
Phase 4 – Permitting $3,561 Lump Sum
Phase 5 – Bidding Services $5,260 Lump Sum
Subtotal $53,257
Phase 6 – Subconsultants/Reimbursables
Survey Allowance $1,500 Actual Cost+10%
Permit Allowance $250 Actual Cost
Printing/Reproduction/Postage $500 Actual Cost
Phase 7 – Contingency at 10% $5,000 Time & Expense
TOTAL $60,507
AUTHORIZATION:
The scope of services and compensation stated in this proposal are valid for a period of thirty (30) days
from date of submission. If authorization to proceed is not received during this period, this proposal may
be withdrawn or modified by MEAD & HUNT.
Randy Coslow
March 24, 2022
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Mead & Hunt | 4401 Eastport Parkway, Port Orange, FL, 32127 | 386-761-6810 | meadhunt.com
Accepted by: CITY OF EDGEWATER Approved by: MEAD & HUNT, INC.
By: By:
Name: Name: Brad T. Blais, P.E.
Title: Title: Vice President/Market Leader
The above person is authorized to sign for Client
and bind the Client to the terms hereof.
Date: Date March 24, 2022
PURSUANT TO FLORIDA STATUTE SECTION 558.0035, AN
INDIVIDUAL EMPLOYEE OR AGENT OF MEAD & HUNT INC. MAY NOT
BE HELD INDIVIDUALLY LIABLE FOR NEGLIGENCE.
IF THE CONTRACTOR (MEAD & HUNT, INC.) HAS QUESTIONS REGARDING THE APPLICATION OF
CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR’S (MEAD & HUNT, INC.’s) DUTY TO
PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT (PROPOSAL), CONTACT THE
CUSTODIAN OF PUBLIC RECORDS AT CITY HALL, CITY OF EDGEWATER, 104 N. RIVERSIDE
DRIVE, EDGEWATER, FL 32132, CITY Clerk, Robin L. Matusick, (386) 424-2400, Ext. 1102,
rmatusick@CITYOFEDGEWATER.ORG.
City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:AR-2022-0183,Version:4
COUNCIL AGENDA ITEM
SUBJECT:
Requesting award and approval for the City Manager to execute contracts for the Appraisal and Review
Appraisal Services for the Hart Avenue Drainage and Water Main Improvements project to Pomeroy
Appraisal in the amount of $20,200 for the Prime Appraisal and to Kroll,LLC in the amount of $13,500
for the Review Appraisal per terms and Conditions set forth in ITB 22-ES-04.
DEPARTMENT:
Finance
SUMMARY:
The City of Edgewater issued an Invitation to Bid (ITB 22-ES-4)on February 23,2022 with the sole purpose
and intent of obtaining Bids from qualified and licensed firms to provide Appraisal and Review Appraisal
Services for the Hart Avenue Drainage and Water Main Improvements project,funded by the City of
Edgewater,Community Development Block Grant (CDBG)Disaster Recovery (CDBG-DR)Rebuild Florida
Infrastructure Grant through the Florida Department of Economic Opportunity (Subgrant IR004),and a Hazard
Mitigation Grant Program (HMGP) grant through Florida Division of Emergency Management (FDEM).
On March 30,2022,the following bids were received and all were deemed responsible/responsive bid as
follows:
PRIME PROPERTY APPRAISALS OF ONE FULL PROPERTY AND 10 EASEMENTS
VENDOR Total Fee
Pomeroy Appraisal $20,200
Kroll, LLC $34,500
The Urban Group, Inc $34,800
REVIEW APPRAISALS OF ONE FULL PROPERTY AND 10 EASEMENTS
VENDOR Total Fee
Pomeroy Appraisal $10,200
Kroll, LLC $13,500
The Urban Group, Inc $16,225
Per the stated evaluation criteria,the City intends to award 2 separate firms (one for the Preliminary Appraisal
and one for the Review Appraisal)based on the lowest responsible/responsive bid.Should the same firm be the
lowest apparent bidder for both sections,the second lowest bidder will be awarded the Review Appraisal
portion of this project’
City of Edgewater Printed on 4/19/2022Page 1 of 2
powered by Legistar™
File #:AR-2022-0183,Version:4
BUDGETED ITEM:☒ Yes ☐ No ☐ Not Applicable
BUDGET AMENDMENT REQUIRED:☐ Yes ☒ No ☐ Not Applicable
RECOMMENDED ACTION:
Motion to award and authorize the City Manager to execute contracts to Pomeroy Appraisal in the amount of
$20,200 for the Prime Appraisal and to Kroll,LLC in the amount of $13,500 for the Review Appraisal
per terms and Conditions set forth in ITB 22-ES-04.
City of Edgewater Printed on 4/19/2022Page 2 of 2
powered by Legistar™
INVITATION TO BID
ITB 22-ES-04
PROPERTY APPRAISAL AND REVIEW APPRAISAL SERVICES FOR
HART AVENUE DRAINAGE AND WATER MAIN IMPROVEMENTS
City of Edgewater, Florida
104 North Riverside Drive
Edgewater, FL 32132
RELEASE DATE: February 23, 2022
DEADLINE FOR QUESTIONS: March 16, 2022
RESPONSE DEADLINE: March 30, 2022, 2:00 pm
RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:
https://secure.procurenow.com/portal/edgewater
City of Edgewater, Florida
INVITATION TO BID
Property Appraisal and Review Appraisal Services for Hart Avenue
Drainage and Water Main Improvements
I. City of Edgewater ..................................................................................
II. Introduction ..........................................................................................
III. Instruction for Bid .................................................................................
IV. Scope of Work ......................................................................................
V. Terms and Conditions ...........................................................................
VI. Insurance Requirements .......................................................................
VII. Contract/Agreement & All Required Forms ..........................................
VIII. Submittal Requirements .......................................................................
IX. Total Pricing Form .................................................................................
X. Vendor Questionnaire...........................................................................
Attachments:
Overview_Map_of_Hart_Ave_Easements+Acquisition.pdf
A - 01-Drainage and Utility Easement - 205 HART AVE 2021-12-03
B - 01-Easement Sketch 205 HART AVE 745201000312 Aerial
C - 02-Drainage and Utility Easement - 206 S RIDGEWOOD AVE 2021-12-03
D - 02-Easement Sketch 206 S RIDGEWOOD AVE 745201000310 Aerial
E - 03-Drainage and Utility Easement - 209 HART AVE 2021-12-03
F - 03-Easement Skeetch 209 HART AVE 745201000311 Aerial
G - 04-Drainage and Utility Easement - 316 S RIDGEWOOD AVE 2021-12-03
H - 04-Easement Sketch 316 S RIDGEWOOD AVE 745209020010 Aerial
I - 05-Drainage and Utility Easement - 325 HART AVE 2021-12-03
J - 05-Easement Sketch 325 HART AVE 745209030070 Aerial
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
3
K - 06-Drainage and Utility Easement - 125 W OCEAN AVE 2021-12-03
L - 06-Easement Sketch 125 W OCEAN AVE 743310004150 Aerial
M - 07-Drainage and Utility Easement - 120 W OCEAN AVE 2021-12-03
N - 07-Easement Sketch 120 W OCEAN AVE 743310004330 Aerial
O - 08-Drainage and Utility Easement - 126 W OCEAN AVE 2021-12-03
P - 08-Easement Sketch 126 W OCEAN AVE 743310004310 Aerial
Q - 09-Drainage and Utility Easement - 123 W CONNECTICUT AVE 2021-12-03
R - 09-Easement Sketch 123 W CONNECTICUT AVE 743310004560 Aerial
S - 10-Drainage and Utility Easement - 700 S RIDGEWOOD AVE 2021-12-03
T - 10-Easement Sketch 700 S Ridgewood Ave 743300000020 Aerial
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
4
1. CITY OF EDGEWATER
1.1. Legal Notice
Notice is hereby given that the City of Edgewater is accepting Sealed Bids via the City's e-Procurement
Portal, OpenGov/ProcureNow to requesting proposals for appraisal and review appraisal services in a
project funded by the City of Edgewater, Community Development Block Grant (CDBG) Disaster
Recovery (CDBG-DR) Rebuild Florida Infrastructure Grant through the Florida Department of Economic
Opportunity (Subgrant IR004), and a Hazard Mitigation Grant Program (HMGP) grant through Florida
Division of Emergency Management (FDEM). . Bids will be received until 2:00 pm, on Wednesday, March
30, 2022.
ITB 22-ES-04
"Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main
Improvements"
The City of Edgewater has issued this Invitation to Bid (hereinafter, “ITB”) with the sole purpose and
intent of obtaining bids from qualified and licensed State of Florida Property Appraisers to provide all
insurance, manpower, material and supervision for the Property Appraisal and Review Appraisal
Services for Hart Avenue Drainage and Water Main Improvements, in accordance with the terms and
conditions herein. The successful bidder will be hereinafter be referred to as the "Contractor".
A non-mandatory pre-bid conference will be held on Wednesday, March 9, 2022, commencing promptly
at 10:00 am, and will be held: This meeting will be held in person at: City of Edgewater City Hall 104 N.
Riverside Drive Edgewater, FL 32132 as well as via ZOOM: Join Zoom Meeting
https://us06web.zoom.us/j/88034998001?pwd=QXVrOEN6cXd5QW4yWTJ3a3JGbUdzdz09 Meeting ID:
880 3499 8001 Passcode: 049228.
All required documents shall be completed and submitted through the City's e-Procurement Portal.
City of Edgewater does not discriminate based on age, race, color, sex, religion, national origin, disability
or marital status.
This Public Notice has been posted on the City’s e-Procurement Portal, OpenGov/ProcureNow, on the
City of Edgewater Finance website: www.cityofedgewater.org, and in the Lobby of City Hall on
Wednesday, February 23, 2022.
1.2. Funding
This project is funded by the City of Edgewater, Community Development Block Grant (CDBG) Disaster
Recovery (CDBG-DR) Rebuild Florida Infrastructure Grant through the Florida Department of Economic
Opportunity (Subgrant IR004), and a Hazard Mitigation Grant Program (HMGP) grant through Florida
Division of Emergency Management (FDEM). Proposer must meet all funding requirements.
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
5
2. INTRODUCTION
2.1. Summary
The City of Edgewater has issued this Invitation to Bid (hereinafter, “ITB”) with the sole purpose and
intent of obtaining bids from qualified and licensed State of Florida Property Appraisers to provide all
insurance, manpower, material and supervision for the Property Appraisal and Review Appraisal
Services for Hart Avenue Drainage and Water Main Improvements, in accordance with the terms and
conditions herein. The successful bidder will be hereinafter be referred to as the "Contractor".
The CITY OF EDGEWATER, FLORIDA anticipates the acquisition of one parcel of property and ten (10)
construction or permanent easements necessary to complete water main and drainage improvements
on Hart Avenue. The City of Edgewater, Florida is requesting proposals for appraisal and review
appraisal services in a project funded by the City of Edgewater, Community Development Block Grant
(CDBG) Disaster Recovery (CDBG-DR) Rebuild Florida Infrastructure Grant through the Florida
Department of Economic Opportunity (Subgrant IR004), and a Hazard Mitigation Grant Program (HMGP)
grant through Florida Division of Emergency Management (FDEM).
The acquisitions require that an appraisal and a separate review appraisal of a repetitively flooded
parcel of land and structure be conducted as well as appraisals and review appraisals for ten (10)
permanent and or construction easements necessary to carry out the water main and drainage project
located on Hart Avenue. All work shall be in conformance to the requirements of the HMGP and CDBG-
DR grants. Proposers must meet all CDBG/FDEO requirements. Additionally, the proposed acquisitions,
accompanying appraisals and review appraisals must adhere to the requirements of the Uniform
Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended, and (42 U.S.C.
4201-4655) and implementing regulations at 49 CFR part 24.
The City of Edgewater is seeking qualified licensed proposers to conduct these appraisals and/or review
appraisals of one parcel of property and approximately ten (10) easements intended for City acquisition
under the Community Development Block Grant (CDBG) Program. Scope of work consists of conducting
Appraisals or Review Appraisals of one (1) developed property and ten (10) permanent or construction
easements. A total of two (2) separate firms will be selected: one firm for conducting the appraisals, and
another firm for the review appraisals. All proposals are to be submitted electronically via the City's e-
Procurement Portal at https://secure.procurenow.com/portal/edgewater on or before Wednesday,
March 30, 2022, no later than 2:00 pm, Eastern Time, The City shall not bear the responsibility for
Proposals submitted past the stated date and/or time indicated or delivered though any other means. to
an incorrect address by bidder's personnel.
Proposals are invited upon the items and quantities of work as follows:
Property parcels, location maps, property addresses, are outlined in the scope of work and
accompanying spreadsheet.
The City of Edgewater reserves the right to reject any or all Proposals or to waive any informality in the
review of proposals received.
The City intends to award 2 separate firms (one for the Preliminary Appraisal and one for the Review
Appraisal) based on the lowest responsible/responsive bid. Should the same firm be the lowest
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
6
apparent bidder for both sections, the second lowest bidder will be awarded the Review Appraisal
portion of this project,
Proposals may be held by the City of Edgewater, Florida for a period not to exceed 30 days from the
date of the opening of the Proposals for the purpose of reviewing the Proposals and investigating the
qualifications of proposers, prior to awarding contract(s).
For more information proposer may contact Pat Drosten, Purchasing Specialist by phone at (386) 424-
2400 x1306 or by email at pdrosten@cityofedgewater.org.
The City of Edgewater is an Equal Opportunity Employer and invites the submission of proposals from
Minority and Women-owned firms.
2.2. Background
The City serves an area of 24.83 square miles with a population of approximately 23,319. The City’s fiscal
year begins on October 1st and ends on September 30th. The Finance Department maintains the funds
and accounts of the City. The Finance Department is responsible for the custody and accounting of funds
of each department.
More detailed information on the government and its finances can be found in City of Edgewater’s
Comprehensive Annual Financial Report for fiscal year 2020 and in the City’s Annual Budget for fiscal
year 2021. Copies of these documents may be viewed on www.cityofedgewater.org. The City of
Edgewater is exempt from any and all state, local and federal taxes.
2.3. Contact Information
All questions must be submitted via the Question and Answer Portal within the E-Procurement Portal.
No questions will be accepted via email or phone call.
Purchasing Department
Purchasing
104 N RIverside Drive
Edgewater, FL 32132
Email: purchasing@cityofedgewater.org
Phone: (386) 424-2400
Department:
Environmental Services
2.4. Timeline
The following projected timetable should be used as a working guide for planning purposes only. The
City reserves the right to adjust this timetable as required during the course of the ITB process.
Issue ITB February 23, 2022
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
7
Pre-Bid Conference (Non-Mandatory) March 9, 2022, 10:00am
This meeting will be held in person at:
City of Edgewater
City Hall
104 N. Riverside Drive
Edgewater, FL 32132
as well as via ZOOM:
Join Zoom Meeting
https://us06web.zoom.us/j/88034998001?pwd=QX
VrOEN6cXd5QW4yWTJ3a3JGbUdzdz09
Meeting ID: 880 3499 8001
Passcode: 049228
Deadline for Questions March 16, 2022, 2:00pm
Addendum Due March 23, 2022, 4:30pm
Bids Due/Opening Date March 30, 2022, 2:00pm
Bids must be submitted via the City's E-
Procurement Portal prior to the bid deadline.
The bid opening will be held in person at:
City of Edgewater
City Hall
104 N. Riverside Drive
Edgewater, FL 32132
as well as via ZOOM:
Join Zoom Meeting
https://us06web.zoom.us/j/82168268167?pwd=Yk
43OEJvblNRb1lKS0pZZEZDd1BVQT09
Meeting ID: 821 6826 8167
Passcode: 292149
Notice of Recommendation April 13, 2022
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
8
City Council Selection/Award Date May 2, 2022
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
9
3. INSTRUCTION FOR BID
3.1. Delivery of Bids
All Bids are to be delivered before 2:00 pm, local time, on or before Wednesday, March 30, 2022 via the
City's e-Procurement Portal, OpenGov/ProcureNow.
Bids received after the designated time will not be allowed on the City's eProcurement Portal. For
further information, please e-mail Pat Drosten, Purchasing Specialist at pdrosten@cityofedgewater.org.
There is no expressed or implied obligation for the City of Edgewater to reimburse responding firms for
any expenses incurred in preparing proposals in response to this request.
3.2. Inquiries
OpenGov/ProcureNowons related to this ITB shall be submitted in writing through the ProcureNow
Question/Answer Tab via the City's e-Procurement portal, on or before, Wednesday, March 16, 2022 by
2:00 pm. Please include the section title for each question, if applicable, in order to ensure that
questions asked are responded to correctly.
Bidders must clearly understand that the only official answer or position of the City shall be the one
stated in writing and posted in the City's e-Procurement portal. All questions submitted and answers
provided shall be electronically distributed to bidders following this solicitation on the City's e-
Procurement Portal.
When asking questions, please be sure to enter each question separately.
3.3. Method of Source Selection
The City is using the Competitive Sealed Bids methodology of source selection for this procurement, as
authorized by Resolution 2020-R-23 establishing and adopting the City Purchasing Policy. Each bid will
be reviewed to determine if the bid is responsive to the ITB. Bids deemed to be non-responsive may be
rejected without being evaluated by the Evaluation Committee appointed by the City Manager, which
shall be comprised of a minimum of three (3) City employees. The committee will make a
recommendation to the City Council who will make the final selection(s). ITB’s that are solely priced
based will be reviewed by the Purchasing Specialist and Project Manager and will not be subject to the
Evaluation Committee process. A responsive bid is one which has been signed and submitted by the
specified Bid deadline, and has provided the information required to be submitted with the Bid. While
poor formatting, poor documentation and/or incomplete or unclear information may not be cause to
reject a bid without evaluation, such substandard submissions may adversely impact the evaluation of a
Bid. Respondents who fail to comply with the required and/or desired elements of this ITB do so at their
own risk.
The City may, as it deems necessary, conduct discussions with responsible bidders determined to be in
contention for being selected for award for the purpose of clarification to assure full understanding of,
and responsiveness to solicitation requirements.
The City intends to award 2 separate firms (one for the Preliminary Appraisal and one for the Review
Appraisal) based on the lowest responsible/responsive bid. Should the same firm be the lowest
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apparent bidder for both sections, the second lowest bidder will be awarded the Review Appraisal
portion of this project,
3.4. Pre-Bid Conference
A non-mandatory pre-bid conference will be held on Wednesday, March 9, 2022, commencing promptly
at 10:00 am, and will be held: This meeting will be held in person at: City of Edgewater City Hall 104 N.
Riverside Drive Edgewater, FL 32132 as well as via ZOOM: Join Zoom Meeting
https://us06web.zoom.us/j/88034998001?pwd=QXVrOEN6cXd5QW4yWTJ3a3JGbUdzdz09 Meeting ID:
880 3499 8001 Passcode: 049228.
The purpose of the pre-bid conference is to allow an open forum for discussion and questioning with
City staff regarding the ITB with all prospective bidders having an equal opportunity to hear and
participate. Oral questions will receive oral responses, neither of which will be official, nor become part
of the ITB. Only written responses to written questions will be considered official, and will be included as
part of the ITB.
All prospective bidders are strongly encouraged to attend, as, unless requested by the department, this
will be the only pre-bid conference for this solicitation.
A submission of a bid by the Contractor is considered a representation that the Contractor has visited
the site and has carefully examined the site and is satisfied as to the conditions to be encountered in
performing the work.
3.5. Compliance with the ITB
Proposals must be in strict compliance with this ITB. Failure to comply with all provisions of the ITB may
result in disqualification.
3.6. Acknowledgment of Insurance Requirements
By signing the Insurance Requirements included in this ITB, Bidder acknowledges these conditions
include Insurance Requirements.
It should be noted by the Bidder that, in order to meet the City's requirements, there may be additional
insurance costs to the Bidder's firm. It is, therefore, imperative that the bidder discuss these
requirements with the Bidder’s insurance agent, as noted on the Insurance Check List, so that
allowances for any additional costs can be made by the Bidder.
The Bidder's obligation under this provision shall not be limited in any way by the agreed upon contract
price, or the Bidder's limit of, or lack of, sufficient insurance protection.
Bidder also understands that the evidence of required insurance may be required within five (5)
business days following notification of its offer being accepted; otherwise, the City may rescind its
acceptance of the Bidder’s Bid.
The specific insurance requirements for this solicitation are included as part of this solicitation.
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3.7. Bonding Requirements
By signing its Proposal, and if applicable, Proposer acknowledges that they have read and understand
the bonding requirements for this Proposal. Requirements for this solicitation are listed below.
3.8. Delivery of Bid
All Bids are to be submitted electronically via the City's e-Procurement Portal no later than 2:00 pm,
local time, on or before Wednesday, March 30, 2022.
The City shall not bear the responsibility for Bids submitted past the stated date and/or time indicated,
or delivered though any other means. to an incorrect address by bidder’s personnel.
3.9. Evaluation of Proposals (Procedure)
The City’s procedure for selecting is as follows:
A. Invitation to Bid issued.
B. Subsequent to the closing of bids, the Department and the Purchasing Specialist shall review the
bids received and verify whether each bid appears to be minimally responsive to the
requirements of the published ITB
C. Vendor selection will be based on the lowest, compliant, qualified bid unless specified otherwise
in the Invitation to Bid.
D. The City reserves the right to withdraw this ITB at any time and for any reason, and to issue such
clarifications, modifications, and/or amendments as it may deem appropriate.
E. Receipt of a bid by the City or a submission of a bid to the City offers no rights upon the Bidder
nor obligates the City in any manner.
F. Acceptance of the bid does not guarantee issuance of any other governmental approvals.
The City reserves the right to withdraw this ITB at any time and for any reason, and to issue such
clarifications, modifications, and/or amendments as it may deem appropriate.
Receipt of a bid by the City or a submission of a bid to the City offers no rights upon the Bidder nor
obligates the City in any manner.
3.10. Ambiguity, Conflict, or Other Errors in the ITB
If a Bidder discovers any ambiguity, conflict, discrepancy, omission, or other error in the ITB, Bidder shall
immediately notify the Purchasing Specialist, noted herein, of such error in writing and request
modification or clarification of the document. The Purchasing Specialist will make modifications by
issuing a written revision and will give written notice to all parties who have received this ITB from the
Finance Department.
The Bidder is responsible for clarifying any ambiguity, conflict, discrepancy, omission, or other error in
the ITB prior to submitting the Proposal or it shall be waived.
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3.11. Proposal, Presentation, and Protest Costs
The City will not be liable in any way for any costs incurred by any bidder in the preparation of its Bid in
response to this ITB, nor for the presentation of its Bid and/or participation in any discussions,
negotiations, or, if applicable, any protest procedures.
3.12. Acceptance or Rejection of Proposals
The right is reserved by the City to waive any irregularities in any bid, to reject any or all bids, to re solicit
for bids, if desired, and upon recommendation and justification by the City to accept the bid which in
the judgment of the City is deemed the most advantageous for the public and the City.
Any bid which is incomplete, conditional, obscure or which contains irregularities of any kind, may be
cause for rejection. In the event of default of the successful bidder, or their refusal to enter into the City
contract, the City reserves the right to accept the bid of any other bidder or to re advertise using the
same or revised documentation, at its sole discretion.
3.13. Requests for Clarification of Bids
Requests by the Purchasing Specialist to a bidder(s) for clarification of Proposal(s) shall be in writing.
Bidder’s failure to respond to request for clarification may deem bidder to be non-responsive, and may
be just cause to reject its bid.
3.14. Validity of Bids
To withdraw a bid through the City's e-Procurement Portal, the responding firm may “unsubmit” their
bid in ProcureNow. After withdrawing a previously submitted bid, the responding firm may submit
another bid at any time up to the deadline for submitting bids.
No Bid can be withdrawn after the deadline for submitting bids.
All bids shall be valid for a period of one hundred eighty (180) days from the submission date to
accommodate evaluation and selection process.
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4. SCOPE OF WORK
4.1. General Description of Specifications
The City is seeking Bids from qualified and licensed State of Florida Appraiser's to provide all permits,
insurance, manpower, material and supervision for the requesting proposals for appraisal and review
appraisal services in a project funded by the City of Edgewater, Community Development Block Grant
(CDBG) Disaster Recovery (CDBG-DR) Rebuild Florida Infrastructure Grant through the Florida
Department of Economic Opportunity (Subgrant IR004), and a Hazard Mitigation Grant Program (HMGP)
grant through Florida Division of Emergency Management (FDEM). . The successful bidder will
hereinafter be referred to as the “Contractor”.
The Engineer's Estimate is $5,000.
This project is funded by the City of Edgewater, Community Development Block Grant (CDBG) Disaster
Recovery (CDBG-DR) Rebuild Florida Infrastructure Grant through the Florida Department of Economic
Opportunity (Subgrant IR004), and a Hazard Mitigation Grant Program (HMGP) grant through Florida
Division of Emergency Management (FDEM). Proposers must meet all CDBG requirements.
4.2. Eligibility
All work shall be in conformance to the requirements of the HMGP and CDBG-DR grants. Proposers must
meet all CDBG/FDEO requirements. Additionally, the proposed acquisitions, accompanying appraisals
and review appraisals must adhere to the requirements of the Uniform Relocation Assistance and Real
Property Acquisition Policies Act of 1970, as amended, and (42 U.S.C. 4201-4655) and implementing
regulations at 49 CFR part 24.
4.3. SCOPE OF WORK HART AVENUE APPRAISALS AND REVIEW APPRAISALS
Part A-1: The City is requesting proposals outlined in the Request for Proposals for licensed Florida Real
Estate Appraisers to conduct an appraisal of fair market value for acquisition of the entire land and
improvements located at 405 Hart Avenue, Edgewater, Florida 32132 – Parcel: 745209040020.
Part A-2: - The City is requesting proposals outlined in the Request for Proposals for licensed Florida Real
Estate Appraisers to conduct an appraisal of fair market value for acquisition of 1) Temporary
Construction Easements not to exceed 24 months, and 2) Permanent Drainage and Utility Easements for
the following properties:
1. Drainage and Utility Easement for a portion (see attached map and spreadsheet) of vacant land
located at 205 Hart Avenue, Edgewater Florida 32132 - Parcel: 745201000312.
2. Drainage and Utility Easement for a portion (see attached map and spreadsheet) of vacant land
located at 206 South Ridgewood Avenue, Edgewater Florida 32132 – Parcel: 745201000310.
3. Drainage and Utility Easement for a portion (see attached map and spreadsheet) of land located at
209 Hart Avenue, Edgewater Florida 32132 – Parcel: 745201000311.
4. Drainage and Utility Easement for a portion (see attached map and spreadsheet) of vacant land
located at 316 South Ridgewood Avenue, Edgewater Florida 32132 – Parcel: 745209020010.
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5. Drainage and Utility Easement for a portion (see attached map and spreadsheet) of land located at
325 Hart Avenue, Edgewater Florida 32132 – Parcel: 745209030070.
6. Drainage and Utility Easement for a portion (see attached map and spreadsheet) of land located at
125 West Ocean Avenue, Edgewater Florida 32132 – Parcel: 743310004150.
7. Drainage and Utility Easement for a portion (see attached map and spreadsheet) of land located at
120 West Ocean Avenue, Edgewater Florida 32132 – Parcel: 743310004330.
8. Drainage and Utility Easement for a portion (see attached map and spreadsheet) of land located at
126 West Ocean Avenue, Edgewater Florida 32132 – Parcel: 743310004310.
9. Drainage and Utility Easement for a portion (see attached map and spreadsheet) of land located at
123 West Connecticut Avenue, Edgewater Florida 32132 – Parcel: 743310004560.
10. Drainage and Utility Easement for a portion (see attached map and spreadsheet) of land located at
700 South Ridgewood Avenue, Edgewater Florida 32132 – Parcel: 743300000020.
Each appraisal shall be submitted to the City as they are completed, and all appraisals must be
completed and submitted to the City of Edgewater no later than 30 days following the execution of a
contract between the City and the firm awarded to conduct the appraisals. The City will review the
appraisals and will deliver the same to the firm awarded to conduct the review the methodology and
approach of the completed appraisals. Following the completion of the review appraisals by a separate
firm, the appraisal firm shall work with the review appraiser to reach mutually agreed upon appraised
values for any appraisals they disagree on.
Part B-1: The City is requesting proposals outlined in the Request for Proposals for licensed Florida Real
Estate Appraisers to conduct reviews and to provide reports of concurrence or non-concurrence of the
appraisals (conducted by the separate firm) for the above referenced: Full appraisal of parcel:
745209040020, and appraisals of ten (10) Temporary Construction Easements not to exceed 24 months,
and ten (10) Permanent Drainage and Utility Easements. Each review appraisal shall be submitted to the
City as they are completed, and all review appraisals must be completed and submitted to the City of
Edgewater no later than 30 days following the review appraiser’s receipt of each completed appraisal(s)
from the City. Following the completion of the review appraisals, the review appraisal firm shall work
with the initial appraiser to reach mutually agreed upon appraised values for any appraisals they
disagree on.
4.4. Multiple Awards
The City intends to award 2 separate firms (one for the Preliminary Appraisal and one for the Review
Appraisal) based on the lowest responsible/responsive bid. Should the same firm be the lowest
apparent bidder for both sections, the second lowest bidder will be awarded the Review Appraisal
portion of this project
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5. TERMS AND CONDITIONS
5.1. Project Timeline
The Contractor awarded the Primary Appraisal contract agrees to commence work within Thirty (30)
days after the date of the Notice to Proceed letter and all Preliminary appraisals must be completed and
submitted to the City of Edgewater no later than Thirty (30) days consecutive calendar days thereafter.
All review appraisals must be completed and submitted to the City of Edgewater no later than 30 days
following the review appraiser’s receipt of each completed appraisal(s) from the City.
5.2. City's Right to Inspect
The City or its authorized Agent shall have the right to inspect the Contractor’s facilities/project site
during and after each work assignment the Contractor is performing.
5.3. Licenses
The Contractor is required to possess the correct occupational license, professional license, and any
other authorizations necessary to carry out and perform the work required by the project pursuant to all
applicable Federal, State and Local Law, Statute, Ordinances, and rules and regulations of any kind.
Copies of the required licenses must be submitted with the Proposal response indicating that the entity
proposing, as well as the team assigned to the City account, is properly licensed to perform the activities
or work included in the contract documents. A Contractor, with an office within the City is also required
to have a business tax receipt and certificate of use.
If you have questions regarding required professional licenses and Business Tax Receipt and Certificate
of use, contact the Finance Department, (386) 424-2400.
5.4. Principals/Collusion
By submission of this Proposal, the undersigned, as Bidder, does declare that the only person or persons
interested in this Proposal as principal or principals is/are named therein and that no person other than
therein mentioned has any interest in this Proposal or in the contract to be entered into; that this
Proposal is made without connection with any person, company or parties making a Proposal, and that
it is in all respects fair and in good faith without collusion or fraud.
5.5. Taxes
The City is exempt from Federal Excise and State of Florida Sales Tax.
5.6. Relation of City
It is the intent of the parties hereto that the Contractor shall be legally considered an independent
contractor, and that neither the Contractor nor their employees shall, under any circumstances, be
considered employees or agents of the City, and that the City shall be at no time legally responsible for
any negligence on the part of said Contractor, their employees or agents, resulting in either bodily or
personal injury or property damage to any individual, firm, or corporation.
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5.7. Term Contracts
If funds are not appropriated for continuance of a term contract to completion, cancellation will be
accepted by this Contractor on thirty (30) days prior written notice.
5.8. Termination
Should the Contractor be found to have failed to perform his services in a manner satisfactory to the
City, the City may terminate this Agreement immediately for cause; further the City may terminate this
Agreement for convenience with a one-hundred eighty (180) days written notice. The City shall be sole
judge of non performance.
5.9. Liability
The Contractor will not be held responsible for failure to complete contract due to causes beyond its
control, including, but not limited to, work stoppage, fires, civil disobedience, riots, rebellions, Acts of
Nature and similar occurrences making performance impossible or illegal.
5.10. Assignment
The Contractor(s) shall not assign, transfer, convey, sublet or otherwise dispose of this contract, or of
any or all of its rights, title or interest therein, or his or its power to execute such contract to any person,
company or corporation without prior written consent of the City.
5.11. Lobbying
All firms are hereby placed on NOTICE that the City does not wish to be lobbied, either individually or
collectively about a matter for which a firm has submitted a Proposal.
Firms and their agents are not to contact members of the City Council or any other City Staff other than
the Purchasing Specialist for such purposes as meeting or introduction, luncheons, dinners, etc. During
the process, from time of advertisement to final Council approval, no firm or their agent shall contact
any other employee of the City in reference to this Proposal, with the exception of the Finance Director
or his designee(s). Failure to abide by this provision may serve as grounds for disqualification for award
of this contract to the firm.
5.12. Single Proposal
Each Bidder must submit, with their bid, the required forms included in this ITB. Only one bid from a
legal entity as a primary will be considered. A legal entity that submits a bid as a primary or as part of a
partnership or joint venture submitting as primary may not then act as a sub-consultant to any other
firm submitting under the same ITB.
All submittals in violation of this requirement will be deemed non-responsive and rejected from further
consideration.
5.13. Protest Procedures
Any appeal or protest to the Request for Proposal shall be governed by the City of Edgewater’s
Purchasing Policies and Procedures. Protest Procedures can be found via this link:
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https://www.cityofedgewater.org/finance/page/purchasing-policies
5.14. Prohibition of Gifts to City Employees
No organization or individual shall offer or give, either directly or indirectly, any favor, gift, loan, fee,
service or other item of value to any City employee, as set forth in Chapter 112, Part III, Florida Statutes,
the current City Ethics Ordinance, and City Administrative Policy. Violation of this provision may result in
one or more of the following consequences: a. Prohibition by the individual, firm, and/or any employee
of the firm from contact with City staff for a specified period of time; b. Prohibition by the individual
and/or firm from doing business with the City for a specified period of time, including but not limited to:
submitting bids, ITB, and/or quotes; and, c. immediate termination of any contract held by the individual
and/or firm for cause.
5.15. Immigration Reform and Control Act
The City will not intentionally award City contracts to any Firm who knowingly employs unauthorized
alien workers, constituting a violation of the employment provisions contained in an 8 U.S.C. Section
1324 a(e) (Section 274A (e) of the Immigration and Nationality Act (“INA”).
Bidder acknowledges, and without exception or stipulation, any firm(s) receiving an award shall be fully
responsible for complying with the provisions of the Immigration Reform and Control Act of 1986 as
located at 8 U.S.C. 1324, et. seq. and regulations relating thereto, as either may be amended. Failure by
the awarded firm(s) to comply with the laws referenced herein shall constitute a breach of the award
agreement and the City shall have the discretion to unilaterally terminate said agreement immediately.
5.16. Equal Opportunity
The City recognizes fair and open competition as a basic tenet of public procurement and encourages
participation by minority and women business enterprises.
5.17. Other Agencies
All Bidder(s) awarded contracts from this bid or proposal may, permit any municipality or other
government agency to participate in the contract under the same prices, terms and conditions, if agreed
to by both parties. It is understood that at no time will any city, municipality, or other agency be
obligated for placing an order for any other city, municipality, or agency; nor will any city, municipality,
or agency be obligated for any bills incurred by any other city, municipality or agency. Further, it is
understood that each agency will issue its own purchase orders to the awarded bidder(s).
5.18. Conflict of Interest Disclosure
The award of this contract is subject to the provisions of Chapter 112, Florida Statutes. All Firms must
disclose within their bid/proposal to the City of Edgewater the name of any officer, director, or agent
who is also an employee of the City of Edgewater (hereinafter the “City”). Furthermore, all firms must
disclose the name of any City employee who owns, directly or indirectly, an interest of more than five
percent (5%) in the firm of any of its branches.
The purpose of this disclosure is to give the City the information needed to identify potential conflicts of
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interest for evaluation by the team members and other key personnel involved in the award of this
contract.
The term “conflict of interest” refers to situations in which financial or other personal consideration may
adversely affect, or have the appearance of adversely affecting, an employee’s professional judgment in
exercising any City duty or responsibility in administration, management, instruction, research, or other
professional activities.
Please submit to the City all information on any potential conflict of interest related to provision of the
goods or services requested in this Solicitation.
5.19. Drug-Free Workplace Provisions
In accordance with Florida Statue 287.087, firm certifies that: 1. Publish a written statement notifying
that the unlawful manufacture, distribution, dispensing, possession or use of a controlled substance is
prohibited in the workplace named above and specifying actions that will be taken against violations of
such prohibition. 2. Informs employees about the dangers of drug abuse in the work place, the firm’s
policy of maintaining a drug free working environment, and available drug counseling, rehabilitation,
and employee assistance programs, and the penalties that may be imposed upon employees for drug
use violations. 3. Gives each employee engaged in providing commodities or contractual services that
are under bid or proposal, a copy of the statement specified above. 4. Notifies the employees that as a
condition of working on the commodities or contractual and will notify the employer of any conviction
of, plea of guilty or nolo contendere to, any violation of Chapter 1893, or of any controlled substance
law of the State of Florida or the United States, for a violation occurring in the work place, no later than
five (5) days after such conviction, and requires employees to sign copies of such written (*) statement
to acknowledge their receipt. 5. Imposes a sanction on, or requires 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. Makes a good faith effort to continue to maintain a drug free work
place through the Implementation of the drug free workplace program.
5.20. Public Entity Crimes Notification
Florida Statutes, Paragraph 287.133(2)(a), A person or affiliate who has been placed on the convicted
vendor list following a conviction for a public entity crime may not submit a bid, proposal, or reply on a
contract to provide any goods or services to a public entity; may not submit a bid, proposal, or reply on a
contract with a public entity for the construction or repair of a public building or public work; may not
submit bids, proposals, or replies on leases of real property to a public entity; may not be awarded or
perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public
entity; and may not transact business with any public entity in excess of the threshold amount provided
in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the
convicted vendor list.
5.21. Non-Collusive Affidavit
The firm and its officers, partners, owners, agents, representatives, employees or parties in interest,
swears and attests that it is fully informed respecting the preparation and contents of the attached
Solicitation, and of all pertinent circumstances respecting the provision of the goods or services to the
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City of Edgewater. The offer or submittal being made is genuine and is not collusive or a sham.
I certify that all information contained in the submittal is truthful to the best of my knowledge and
belief. I further certify, under oath, that this submittal is made without any colluded, conspired,
connived or agreed, directly or indirectly, with any other firm, person or corporation responding to this
solicitation for the same product or service. I certify that the offer quoted/proposed in the attached
submission is fair and proper and are not tainted by collusion, conspiracy, connivance, or unlawful
agreement on the part of the firm or any other of its agents, representatives, owners, employees or
parties in interest, including this affidavit.
5.22. Employment Eligibility Verification System (E-Verify) Acknowledgment
Firm acknowledges and agrees to utilize the U.S. Department of Homeland Security’s Employment
Eligibility Verification System (E-Verify) to do the following: 1. Enroll in the U.S. Department of
Homeland Security’s E-Verify system; 2. Utilize E-Verify to verify the employment eligibility of all new
employees hired during the term of the Contract; 3. Utilize E-Verify to verify the employment eligibility
of all employees assigned to the Contract; and 4. Expressly require any subcontractors performing work
or providing services pursuant to the Contract to likewise utilize E-Verify to verify the employment
eligibility of all new employees hired by the subcontractor during the Contract term.
5.23. Scrutinized Vendor Certification
1. Firm hereby certifies under penalties of perjury, as of the date of this solicitation to provide goods
and/or services to the City of Edgewater, that it:
2. Does not participate in a boycott of Israel; and
3. Is not on the Scrutinized Companies that Boycott Israel List; and
4. Is not on the Scrutinized Companies with Activities in Sudan List; and
5. Is not on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List; and
6. Has not engaged in business operations in Syria.
Submitting a false certification shall be deemed a material breach of contract. The City of Edgewater
shall provide notice, in writing, to the Contractor of the City’s determination concerning the false
certification. The Contractor shall have ninety (90) days following the receipt of the notice to respond in
writing and demonstrate that the determination of false certification was made in error. If the
Contractor does not demonstrate that the City’s determination of false certification was made in error
then the City shall have the right to terminate the contract and seek civil remedies pursuant to Florida
Statute § 287.135.
Section 287.135, Florida Statutes, prohibits state agencies and departments, and local government
entities from: 1) Contracting with companies for goods or services in any amount if at the time of
bidding on, submitting a proposal for, or entering into or renewing a contract if the company is on the
Scrutinized Companies that Boycott Israel List, created pursuant to Section 215.4725, F.S. or is engaged
in a boycott of Israel; and 2) Contracting with companies, for goods or services over $1,000,000.00 that
are on either the Scrutinized Companies with activities in the Iran Petroleum Energy Sector list, created
pursuant to s. 215.473, or are engaged in business operations in Syria.
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5.24. No Lobbying Notification
All consultants, firms or individuals are hereby placed on notice that any communication, whether
written or oral, with City of Edgewater elected officials or any other staff or outside individuals working
with the City in respect to this request (with exception of the Purchasing personnel designated to
receive requests for interpretation or corrections) is prohibited. These persons shall not be lobbied,
either individually or collectively, regarding any request for bid, proposals, qualifications and/or any
other solicitations released by the City of Edgewater. To do so is grounds for immediate disqualification
from the selection process. The selection process is not considered final until such time as the City of
Edgewater, Mayor, and City Council have made a final and conclusive determination.
5.25. Debarment and Suspension Certification
The prospective primary participant certifies to the best of its knowledge and belief that it and its
principals:
a. Are not presently debarred, suspended, proposed for disbarment, declared ineligible, or voluntarily
excluded from covered transactions by any Federal department or agency;
b. Have not within a three-year period preceding this application been convicted of or had a civil
judgment rendered against them for commission of fraud or a criminal offense in connection with
obtaining, attempting to obtain, or performing a public (Federal, State, or Local) transaction or contract
under a public transaction; violation of Federal or State antitrust statutes or commission of
embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or
receiving stolen property;
c. Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity
(Federal, State or local) with commission of any of the offenses enumerated in paragraph (1)(b) of this
certification; and
d. Have not within a three-year period preceding this application had one or more public transactions
(Federal, State or local) terminated for cause or default.
Where the prospective primary participant is unable to certify to any of the statements in this
certification, such prospective primary participant shall attach an explanation to this submittal.
5.26. Public Act 2016-20 Public Records Requirements
All material submitted regarding this RFP becomes the property of the City. RFP documents may be
reviewed by any person ten (10) days after the public opening. The Professional Consultant should take
special note of this as it relates to any proprietary information that might be included in its offer. Any
resulting contract may be reviewed by any person after the contract has been executed by the City. The
City has the right to use any or all information/material submitted in response to this RFP and/or any
resulting contract from same. Disqualification of a Professional Consultant does not eliminate this right.
This section is further subject to F.S. 119.01 and 119.0701 et. seq.
RECORDS / AUDITS
The City of Edgewater is a public agency subject to Chapter 119, Florida Statutes. The Contractor shall
comply with Florida’s Public Records Law. Specifically, the Contractor shall:
a. Keep and maintain public records required by the City in order to perform the service;
b. Upon request from the City’s custodian of public records, provide the public agency with a copy of the
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
21
requested records or allow the records to be inspected or copied within a reasonable time at a cost that
does not exceed the cost provided in this chapter or as otherwise provided by law.
c. Ensure that public records that are exempt or confidential and exempt from public records disclosure
requirements are not disclosed except as authorized by law for the duration of the contract term and
following completion of the contract if the contractor does not transfer the records to the City.
Upon completion of the contract, transfer, at no cost to the City, all public records in possession of the
Contractor, or keep and maintain public records required by the City to perform the service. If the
Contractor transfers all public records to the City upon completion of the contract, the Contractor shall
destroy any duplicate public records that are exempt or confidential and exempt from public records
disclosure requirements. If the Contractor keeps and maintains public records upon completion of the
contract, the Contractor shall meet all applicable requirements for retaining public records. All records
stored electronically must be provided to the City, upon request from the City’s custodian of public
records in a format that is compatible with the information technology systems of the City.
During the term of the contract, the Contractor shall maintain all books, reports and records in
accordance with generally accepted accounting practices and standards for records directly related to
this contract. The form of all records and reports shall be subject to the approval of the City Clerk. The
Contractor agrees to make available to the City Clerk, during normal business hours and in Volusia
County, all books of account, reports and records relating to this contract.
PUBLIC RECORDS CUSTODIAN
IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA
STATUTES, TO THE CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT,
CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT:
CITY CLERK’S OFFICE
CITY OF EDGEWATER
104 N. RIVERSIDE DRIVE
EDGEWATER, FL 32132
(386)424-2400 X 1102
CITYCLERK@CITYOFEDGEWATER.ORG
5.27. Purchase Order Number
This purchase order number and the seller’s name must be clearly shown on all invoices, packing slips,
delivery receipts, and correspondence. Failure to clearly indicate this purchase order number may result
in the return of invoices.
5.28. Acceptance
All terms and conditions of this purchase order shall become part of the contract between the city of
Edgewater and the vendor/seller; the vendor’s/seller’s different or additional terms will never become
part of this contract.
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
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5.29. Delivery, Title & Risk of Loss
Title shall pass to the City of Edgewater on delivery of the conforming goods to the designated location.
Notwithstanding any agreement to pay freight, express or other transportation charges, the risk of loss
or damage in transit shall be upon the vendor/seller. Delivery shall not be complete until the goods and
or services have been received, inspected, and accepted by the City of Edgewater.
Collect shipments will not be accepted in the event that the city agrees to pay the freight, all freight
charges shall be fully prepaid and included on the invoice. The original bill must be included with the
invoice.
5.30. Warranty
The vendor/seller warrants that the goods and/or services supplied hereunder will be of good
workmanship and of proper materials, free from defects and in accordance with specifications. If the
vendor/seller knows the city’s intended use, the vendor/seller warrants that the goods and/or services
are suitable for the intended use.
5.31. Remedies
Regardless of whether goods are being sold, licensed or leased or whether services are being performed,
the vendor/seller and the City of Edgewater agree that both parties have all the uniform commercial
code rights, duties, and remedies available.
5.32. Conflict of Laws
THIS AGREEMENT TO PURCHASE AND THE PERFORMANCE OF THE PARTIES HEREUNDER SHALL BE
CONSTRUED WITH AND GOVERNED BY THE LAWS OF THE CITY OF EDGEWATER AND THE STATE OF
FLORIDA.
5.33. Modifications
No modification in price, delivery, method or schedule, quantity, quality, specifications, or any other
term of the contract will be effective unless agreed to in writing and signed by an authorized purchasing
agent.
5.34. Taxes
The City of Edgewater Florida is exempt from the payment of all federal excise taxes and sales taxes of
the State of Florida, and generally all other state governments. Vendor/seller shall furnish the proper
exemption certificate
State of Florida sales tax exemption number: 85-8013848356C7
Federal Employee Identification number: 59-6000-314
5.35. Patents & Royalties
THE VENDOR/SELLER, WITHOUT EXCEPTION, SHALL INDEMNIFY AND SAVE HARMLESS THE CITY OF
EDGEWATER AND ITS EMPLOYEES FROM LIABILITY OF ANY NATURE OF KIND, INCLUDING COSTS AND
EXPENSES FOR OR ON ACCOUNT OF ANY COPYRIGHTED, PATENTED OR UNPATENTED INVENTION,
PROCESS OR ARTICLE MANUFACTURED OR SUED IN THE PERFORMANCE OF THE CONTRACT, INCLUDING
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
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ITS USE BY THE CITY OF EDGEWATER. IF THE VENDOR/SELLER USES ANY DESIGN, DEVICE, OR MATERIALS
COVERED BY LETTER, PATENT OR COPYRIGHT, IT IS MUTUALLY AGREED AND UNDERSTOOD WITHOUT
EXCEPTION THAT THE LISTED PRICES SHALL INCLUDE ALL ROYALTIES OR COST ARISING FROM THE USE
OF SUCH DESIGN, DEVICE OR MATERIALS IN ANY WAY INVOLVED WITH THE WORK.
5.36. Invoicing/Payments
Furnish all invoices in duplicate and mail to the address indicated on the front. Send a separate invoice
for each shipment. Include the correct purchase order number on each invoice. Unless previously
agreed upon by both the city and vendor, all invoicing and payments will be as outlined in the Local
Government Prompt Payment Act (FS 218. Part VII).
5.37. Prices
IF PRICES ARE HIGHER THAN SPECIFIED, DO NOT SHIP WITHOUT THE PURCHASING AGENTS PRIOR
WRITTEN APPROVAL.
5.38. Clean Hands
By accepting this contract, the seller warrants that neither the business, nor any officer or significant
stakeholder of the business is in violation of the city of edgewater code and do not owe the city any past
due debt. The seller specifically agrees that the city may withhold any money owed the seller from this
contract for any existing code violations and/or past due debt. If the seller misrepresents the status of
the business, any officer or significant stakeholder, the city will consider this a material defect of this
contract and shall have the right to immediately terminate it.
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
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6. INSURANCE REQUIREMENTS
6.1. Insurance Requirements
INSURANCE TYPE REQUIRED LIMITS
A. Worker's Compensation Statutory Limits of Florida Statutes, Chapter440 and all
Federal Government Statutory Limits and Requirements.
B. Commercial General Liability Bodily Injury & Property Damage
(Occurrence Form) patterned
after the current I.S.O form $1,000,000 single limit per occurrence
with no limiting endorsements.
C. Indemnification: To the maximum extent permitted by Florida law, the
Contractor/Vendor/Consultant shall indemnify and hold harmless the City of Edgewater, its
officers and employees from any and all liabilities, damages, losses and costs, including, but not
limited to, reasonable attorneys’ fees and paralegals’ fees, to the extent caused by the
negligence, recklessness, or intentionally wrongful conduct of the
Contractor/Vendor/Consultant or anyone employed or utilized by the
Contractor/Vendor/Consultant in the performance of this Agreement. This indemnification
obligation shall not be construed to negate, abridge or reduce any other rights or remedies
which otherwise may be available to an indemnified party or person described in this paragraph.
This section does not pertain to any incident arising from the sole negligence of the City of
Edgewater.
D. Automobile Liability $ 500,000 Each Occurrence Owned/Non owned/Hired
Automobile Included
E. Other Insurance as indicated below:
Errors and Omissions or Professional $ 1,000,000 Per Occurrence
Malpractice Coverage
F. Contractor shall ensure that all subcontractors comply with the same insurance requirements
that he is required to meet. The same Contractor shall provide City with certificates of insurance
meeting the required insurance provisions.
G. The City of Edgewater must be named as "ADDITIONAL INSURED" on the Insurance Certificate
for Commercial General Liability where required.
H. The City of Edgewater shall be named as the Certificate Holder. NOTE The "Certificate Holder"
should read as follows:
City of Edgewater
Edgewater, Florida
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
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No City Division, Department, or individual name should appear on the Certificate. No other
format will be acceptable.
I. Thirty (30) Days Cancellation Notice required.
J. The Certificate must state the following: ITB 22-ES-04 and Property Appraisal and Review
Appraisal Services for Hart Avenue Drainage and Water Main Improvements.
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
26
7. CONTRACT/AGREEMENT & ALL REQUIRED FORMS
Failure to provide the completed required forms may result the submittal being deemed non-
responsive.
7.1. Contract Award
The City has developed standard contracts/agreements. Contract will become effective once City
Council approves and authorizes the City Manager to execute said contract.
A contract(s) resulting from this ITB shall be subject to the terms and conditions set forth in a standard
City Contract. The City reserves the right to include in any contract document such terms and conditions,
as it deems necessary for the proper protection of the rights of the City. The City will not be obligated to
sign any contracts, maintenance and/or service agreements or other documents provided by the
Contractor.
7.2. Required Forms
• Required Forms are outlined in the Vendor Questionnaire Section of this solicitation.
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
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8. SUBMITTAL REQUIREMENTS
8.1. Response Format - Overview
The bid shall be deemed an offer to provide services to the City. In submitting a bid, the Bidder declares
that he/she understands and agrees to abide by all specifications, provisions, terms and conditions of
same, and all ordinances and policies of the City. The Bidder agrees that if the contract is awarded to
him/her, he/she will perform the work in accordance with the provisions, terms and conditions of the
contract.
To facilitate the fair evaluation and comparison of bids, all bids must conform to the guidelines set forth
in this ITB. Any portions of the bid that do not comply with these guidelines must be so noted and
explained the Acceptance of Conditions section of the bid. However, any bid that contains such
variances may be considered non-responsive.
Bids should be prepared simply and economically, providing a straightforward concise description of the
Bidder’s approach and ability to meet the City’s needs, as stated in the ITB.
The items listed as required forms shall be submitted with each bid and should be submitted as required
in this solicitation. Failure by a bidder to include all listed items may result in the rejection of its bid.
All costs associated with delivering the requested services shall be detailed in the format requested on
the Total Pricing Form in OpenGov/ProcureNow.
8.2. Statement of Litigation
Provide a list of current litigations, outstanding judgments and liens, if any, against the firm or personnel
to be assigned to this project or that may have been filed in the last five (5) years.
8.3. Location and Accessibility
The Bidder shall provide the name of office location of the account executive directly responsible for
handling the City’s account. Description of the current corporation of the account executives personal
book of business including the following:
A. Number of accounts for which the account executive is responsible.
B. How the City’s account would compare in size and scope to other clients of the agent/broker.
C. Steps the account executive or firm will take to assure that proper attention will be given to the
City’s account as your volume of business grows.
8.4. Documents
Professional Certifications/Licenses.
8.5. Required Forms
See Contract/Agreement and All Required Forms .
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
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8.6. Total Pricing Form
All pricing must be entered and submitted through the ProcureNow system.
8.7. Bid Evaluation Committee and Evaluation Factors
As previously stated, award of contract shall be based on the lowest, compliant, qualified bid unless
specified otherwise in the Invitation to Bid.
8.8. Drug-Free Workplace
In accordance with Florida Statute 287.087, preference shall be given to businesses with drug-free
workplace programs. Whenever two or more proposals which are equal with respect to price, quality,
and service are received by the City for the procurement of commodities or contractual services, a
proposal received from a business that furnishes a form certifying that it is a Drug Free Workplace shall
be given preference in the award process. NOTE: In the event, the submitter wishes to provide items
specified above and beyond the stated requirements of this request at “no cost” to the City of
Edgewater, these services should be identified and included in the request response.
8.9. Tie Breaker
In the event of a tie (with each business certifying that it is a Drug-Free Workplace), both in individual
scoring and in final ranking, the firm with the lowest volume of work on City projects within the last five
(5) years will receive the higher individual ranking. This information will be based on information
provided by the Bidder, subject to verification at the City’s option. If there is a multiple firm tie in either
individual scoring or final ranking, the firm with the lowest volume of work shall receive the higher
ranking, the firm with the next lowest volume of work shall receive the next highest ranking and so on. If
neither vendor has performed in work in the last five years, the preference will be given to the Bidder
within the city limits or principal office closest to City Hall.
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
29
9. TOTAL PRICING FORM
Bid prices must include all freight charges and delivery charges for any and all material delivered FOB
Destination to the worksite.
ALL AMOUNTS INCLUDE SALARY COST, FRINGE BENEFITS, OVERHEAD, OPERATING MARGIN AND PROFIT,
AND ALL DIRECT AND INDIRECT EXPENSES.
PRIME APPRAISAL
Line Item Description Quantity Unit of
Measure
Unit Cost Total
PROPERTY APPRAISALS OF ONE FULL PROPERTY AND 10 EASEMENTS
A.01 Full Property (Land and Improvements)
// Parcel: 745209040020 // Address:
405 Hart Avenue, Edgewater, Florida
32132
1 LS
A.02 Temporary Construction and
Permanent Utility Easements // Parcel:
745201000312 // Address: 205 Hart
Avenue, Edgewater Florida 32132
1 LS
A.03 Temporary Construction and
Permanent Utility Easements // Parcel:
745201000310 // Address: 206 South
Ridgewood Avenue, Edgewater Florida
32132
1 LS
A.04 Temporary Construction and
Permanent Utility Easements // Parcel:
745201000311 // Address: 209 Hart
Avenue, Edgewater Florida 32132
1 LS
A.05 Temporary Construction and
Permanent Utility Easements // Parcel:
745209020010 // Address: 316 South
Ridgewood Avenue, Edgewater Florida
32132
1 LS
A.06 Temporary Construction and
Permanent Utility Easements // Parcel:
745209030070 // Address: 325 Hart
Avenue, Edgewater Florida 32132
1 LS
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
30
Line Item Description Quantity Unit of
Measure
Unit Cost Total
A.07 Temporary Construction and
Permanent Utility Easements // Parcel:
743310004150 // Address: 125 West
Ocean Avenue, Edgewater Florida
32132
1 LS
A.08 Temporary Construction and
Permanent Utility Easements // Parcel:
743310004330 // Address: 120 West
Ocean Avenue, Edgewater Florida
32132
1 LS
A.09 Temporary Construction and
Permanent Utility Easements // Parcel:
743310004310 // Address: 126 West
Ocean Avenue, Edgewater Florida
32132
1 LS
A.10 Temporary Construction and
Permanent Utility Easements // Parcel:
743310004560 // Address: 123 West
Connecticut Avenue, Edgewater
Florida 32132
1 LS
A.11 Temporary Construction and
Permanent Utility Easements // Parcel:
743300000020 // Address: 700 South
Ridgewood Avenue, Edgewater Florida
32132
1 LS
TOTAL
REVIEW APPRAISAL
Line Item Description Quantity Unit of
Measure
Unit Cost Total
REVIEW APPRAISALS FOR ONE FULL PROPERTY AND 10 EASEMENTS
B.01 Full Property (Land and Improvements)
// Parcel: 745209040020 // Address:
405 Hart Avenue, Edgewater, Florida
32132
1 LS
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
31
Line Item Description Quantity Unit of
Measure
Unit Cost Total
B.02 Temporary Construction and
Permanent Utility Easements // Parcel:
745201000312 // Address: 205 Hart
Avenue, Edgewater Florida 32132
1 LS
B.03 Temporary Construction and
Permanent Utility Easements // Parcel:
745201000310 // Address: 206 South
Ridgewood Avenue, Edgewater Florida
32132
1 LS
B.04 Temporary Construction and
Permanent Utility Easements // Parcel:
745201000311 // Address: 209 Hart
Avenue, Edgewater Florida 32132
1 LS
B.05 Temporary Construction and
Permanent Utility Easements // Parcel:
745209020010 // Address: 316 South
Ridgewood Avenue, Edgewater Florida
32132
1 LS
B.06 Temporary Construction and
Permanent Utility Easements // Parcel:
745209030070 // Address: 325 Hart
Avenue, Edgewater Florida 32132
1 LS
B.07 Temporary Construction and
Permanent Utility Easements // Parcel:
743310004150 // Address: 125 West
Ocean Avenue, Edgewater Florida
32132
1 LS
B.08 Temporary Construction and
Permanent Utility Easements // Parcel:
743310004330 // Address: 120 West
Ocean Avenue, Edgewater Florida
32132
1 LS
B.09 Temporary Construction and
Permanent Utility Easements // Parcel:
743310004310 // Address: 126 West
Ocean Avenue, Edgewater Florida
32132
1 LS
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
32
Line Item Description Quantity Unit of
Measure
Unit Cost Total
B.10 Temporary Construction and
Permanent Utility Easements // Parcel:
743310004560 // Address: 123 West
Connecticut Avenue, Edgewater
Florida 32132
1 LS
B.11 Temporary Construction and
Permanent Utility Easements // Parcel:
743300000020 // Address: 700 South
Ridgewood Avenue, Edgewater Florida
32132
1 LS
TOTAL
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
33
10. VENDOR QUESTIONNAIRE
Please upload ONLY PDF files within this section. The City of Edgewater will not be responsible for any
other types of files (WORD, EXCEL, etc..) that may not convert correctly to pdfs. Required documents
are provided as downloadable PDF files for your use. Alternate PDF files may be accepted.
10.1. Familiarity with Project*
By submitting a response to this solicitation, the Bidder hereby certifies that he/she has familiarized
himself/herself with the extent of the work, and having examined carefully the scope of services herein,
propose to furnish all labor, materials, and services without exception, for the Property Appraisal and
Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements.
☐ Please confirm
*Response required
10.2. Terms and Conditions of Contract*
The bidder acknowledges that by submitting a response to this solicitation, they are bound by the
following:
The City has developed standard contracts/agreements. The selected Contractor shall submit a signed
copy of the contract attached with this document as a part of the bid submittal. Contract will become
effective once City Council approves and authorizes the City Manager to execute said contract.
A contract(s) resulting from this ITB shall be subject to the terms and conditions set forth in a standard
City Contract. The City reserves the right to include in any contract document such terms and conditions,
as it deems necessary for the proper protection of the rights of the City. The City will not be obligated to
sign any contracts, maintenance and/or service agreements or other documents provided by the
Contractor.
By submitting a response to this solicitation, the Proposer acknowledges that they have read and
understood all specifications, terms and conditions outlined in this ITB In addition they proposer
confirms that all required documents listed in this solicitation have been signed in spaces indicated and
uploaded within the ProcureNow platform.
☐ Please confirm
*Response required
10.3. W9
Please download the below documents, complete, and upload.
• W9_-_2018_(1).pdf
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
34
10.4. Insurance Requirements*
By submitting a response to this solicitation, the Proposers acknowledges that they understand the
insurance requirements of the attached specifications and that the evidence of insurability may be
required within five (5) days of the award of ITB.
☐ Please confirm
*Response required
10.5. Standard Professional Services Agreement*
Please download the below documents, complete, SIGN and upload.
PLEASE LEAVE THE DATE IN THE FIRST PARAGRAPH BLANK. IT WILL BE FILLED IN WHEN THE CONTRACT
IS FULLY EXECUTED.
• PROFESSIONAL_SERVICES_AGREE...
*Response required
10.6. Declaration Statement/Document Notification Affidavit*
Please download the below documents, complete, and upload.
• DECLARATION_STATEMENT.pdf
*Response required
10.7. Reference Form*
Please download the below documents, complete, and upload.
• References.2.pdf
*Response required
10.8. Vendor Information/Bidders Qualifications
10.8.1. Type of Firm*
Please select the type of firm for your organization.
☐ Corporation
☐ Partnership
☐ Sole Proprietorship
☐ Other
*Response required
10.8.2. Corporation - State*
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
35
If firm is a corporation, please list state in which it is incorporated. If you did not select corporation,
please type N/A.
*Response required
10.8.3. Other*
If you selected other, please list the type of firm. If you did not select other, please type N/A.
*Response required
10.8.4. Authorization*
By submitting a response to this solicitation, the Bidder certifies that the firm is authorized to do
business in the state of Florida.
☐ Please confirm
*Response required
10.8.5. Years in Business*
Please provide the number of years you have been in business under this firm.
*Response required
10.8.6. Current Projects*
Please list current projects on which your firm is the candidate for award.
*Response required
10.8.7. State of Litigation*
Are there any judgments, claims or suits pending or outstanding by or against you?
☐ Yes
☐ No
*Response required
10.8.8. Additional Details*
If you answered yes to Project Completion and/or State of Litigation, submit details here. List all lawsuits
that have been filed by or against your firm in the last five (5) years.
*Response required
10.8.9. City Projects*
List all work done on City projects in the past five (5) years, whether as an individual firm or as part of a
joint venture.
*Response required
Invitation to Bid #ITB 22-ES-04
Title: Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
36
10.8.10. Financial Information*
Please provide the following information here:
Bank(s) Maintaining Account(s)
Surety/Underwriter (if required)
*Response required
10.8.11. Vendor Info and Agreement form*
Please download the below documents, complete, and upload.
• Vendor_Info_and_Agreement_f...
*Response required
10.8.12. Vendor Acknowledgment*
Pursuant to information for prospective Bidders for the above mentioned proposed project, the
undersigned is submitting the information as required with the understanding that it is only to assist in
determining the qualifications of the organization to perform the type and magnitude of work intended,
and further, guarantee the truth and accuracy of all statements herein made. We will accept your
determination of qualifications without prejudice.
☐ Please confirm
*Response required
City of Edgewater, Florida
Purchasing Division
Pat Drosten, Purchasing Specialist
104 North Riverside Drive, Edgewater, FL 32132
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
RESPONSE DEADLINE: March 30, 2022 at 2:00 pm
Report Generated: Wednesday, March 30, 2022
Pomeroy Appraisal Proposal
CONTACT INFORMATION
Company:
Pomeroy Appraisal
Email:
mickey@paafl.com
Contact:
RONALD CROUSE
Address:
600 N Ridgewood Ave
Edgewater, FL 32132
Phone:
(386) 690-8175
Website:
paafl.com
Submission Date:
Mar 29, 2022 11:48 AM
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
PROPOSAL DOCUMENT REPORT
Invitation to Bid - Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Ma in Improvements
Page 2
ADDENDA CONFIRMATION
Addendum #1
Confirmed Mar 21, 2022 1:29 PM by RONALD CROUSE
QUESTIONNAIRE
1. Familiarity with Project*
By submitting a response to this solicitation, the Bidder hereby certifies that he/she has familiarized himself/h erself with the extent of
the work, and having examined carefully the scope of services herein, propose to furnish all labor, materials, and services w ithout
exception, for the Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and W ater Main Improvements.
Confirmed
2. Terms and Conditions of Contract*
The bidder acknowledges that by submitting a response to this solicitation, they are bound by the following:
The City has developed standard contracts/agreements. The selected Contractor shall submit a signed copy of the contract attached
with this document as a part of the bid submittal. Contract will become effective once City Council approves and authorizes the City
Manager to execute said contract.
A contract(s) resulting from this ITB shall be subject to the terms and conditions set forth in a standard City Contract. The City reserves
the right to include in any contract document such terms and conditions, as it deems necessary for the proper protection of t he rights
of the City. The City will not be obligated to sign any contracts, maintenance and/or service agreements or other documents provided
by the Contractor.
By submitting a response to this solicitation, the Proposer acknowledges that they have read and understood all specifications, terms
and conditions outlined in this ITB In addition they proposer confirms that all required documents listed in this solicitation have been
signed in spaces indicated and uploaded within the ProcureNow platform.
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
PROPOSAL DOCUMENT REPORT
Invitation to Bid - Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Ma in Improvements
Page 3
Confirmed
3. W9
Please download the below documents, complete, and upload.
• W9_-_2018_(1).pdf
2018_w9.pdf
4. Insurance Requirements*
By submitting a response to this solicitation, the Proposers acknowledges that they understand the insurance requirements of the
attached specifications and that the evidence of insurability may be required within five (5) days of the award of ITB.
Confirmed
5. Standard Professional Services Agreement*
Please download the below documents, complete, SIGN and upload.
PLEASE LEAVE THE DATE IN THE FIRST PARAGRAPH BLANK. IT WILL BE FILLED IN WHEN THE CONTRACT IS FULLY EXECUTED.
• PROFESSIONAL_SERVICES_AGREE...
PROFESSIONAL_SERVICES_AGREEMENT.pdf
6. Declaration Statement/Document Notification Affidavit*
Please download the below documents, complete, and upload.
• DECLARATION_STATEMENT.pdf
Declaration_statement_.pdf
7. Reference Form*
Please download the below documents, complete, and upload.
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
PROPOSAL DOCUMENT REPORT
Invitation to Bid - Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Ma in Improvements
Page 4
• References.2.pdf
References.2.pdfReferences.2(1).pdf2.pdf
8. Vendor Information/Bidders Qualifications
TYPE OF FIRM*
Please select the type of firm for your organization.
Corporation
CORPORATION - STATE*
If firm is a corporation, please list state in which it is incorporated. If you did not select corporation, please type N/A.
Florida
OTHER*
If you selected other, please list the type of firm. If you did not select other, please type N/A.
N/A
AUTHORIZATION*
By submitting a response to this solicitation, the Bidder certifies that the firm is authorized to do business in the state o f Florida.
Confirmed
YEARS IN BUSINESS*
Please provide the number of years you have been in business under this firm.
40
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
PROPOSAL DOCUMENT REPORT
Invitation to Bid - Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Ma in Improvements
Page 5
CURRENT PROJECTS*
Please list current projects on which your firm is the candidate for award.
No pending awards
STATE OF LITIGATION*
Are there any judgments, claims or suits pending or outstanding by or against you?
No
ADDITIONAL DETAILS*
If you answered yes to Project Completion and/or State of Litigation, submit details here. List all lawsuits that have been f iled by or
against your firm in the last five (5) years.
Answered no
CITY PROJECTS*
List all work done on City projects in the past five (5) years, whether as an individual firm or as part of a joint venture.
PAA # 219.029 - Booker Street
PAA # 219.031 - Timaquan Trail
PAA # 216.011 SR $$@ & I-95
PAA # 215.036 SR 442
FINANCIAL INFORMATION*
Please provide the following information here:
Bank(s) Maintaining Account(s)
Surety/Underwriter (if required)
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
PROPOSAL DOCUMENT REPORT
Invitation to Bid - Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Ma in Improvements
Page 6
Truist Bank
VENDOR INFO AND AGREEMENT FORM*
Please download the below documents, complete, and upload.
• Vendor_Info_and_Agreement_f...
vender_info.pdf
VENDOR ACKNOWLEDGMENT*
Pursuant to information for prospective Bidders for the above mentioned proposed project, the undersigned is submitting the
information as required with the understanding that it is only to assist in determining the qualifications of the organization to perform
the type and magnitude of work intended, and further, guarantee the truth and accuracy of all statements herein made. We will
accept your determination of qualifications without prejudice.
Confirmed
PRICE TABLES
PRIME APPRAISAL
Line Item Description Quantity Unit of
Measure
Unit Cost Total
PROPERTY APPRAISALS OF ONE FULL PROPERTY AND 10 EASEMENTS
A.01 Full Property (Land and Improvements) // Parcel: 745209040020 // Address: 405
Hart Avenue, Edgewater, Florida 32132
1 LS $1,600.00 $1,600.00
A.02 Temporary Construction and Permanent Utility Easements // Parcel: 745201000312
// Address: 205 Hart Avenue, Edgewater Florida 32132
1 LS $1,600.00 $1,600.00
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
PROPOSAL DOCUMENT REPORT
Invitation to Bid - Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Ma in Improvements
Page 7
Line Item Description Quantity Unit of
Measure
Unit Cost Total
A.03 Temporary Construction and Permanent Utility Easements // Parcel: 745201000310
// Address: 206 South Ridgewood Avenue, Edgewater Florida 32132
1 LS $1,600.00 $1,600.00
A.04 Temporary Construction and Permanent Utility Easements // Parcel: 745201000311
// Address: 209 Hart Avenue, Edgewater Florida 32132
1 LS $1,600.00 $1,600.00
A.05 Temporary Construction and Permanent Utility Easements // Parcel: 745209020010
// Address: 316 South Ridgewood Avenue, Edgewater Florida 32132
1 LS $2,900.00 $2,900.00
A.06 Temporary Construction and Permanent Utility Easements // Parcel: 745209030070
// Address: 325 Hart Avenue, Edgewater Florida 32132
1 LS $1,600.00 $1,600.00
A.07 Temporary Construction and Permanent Utility Easements // Parcel: 743310004150
// Address: 125 West Ocean Avenue, Edgewater Florida 32132
1 LS $1,600.00 $1,600.00
A.08 Temporary Construction and Permanent Utility Easements // Parcel: 743310004330
// Address: 120 West Ocean Avenue, Edgewater Florida 32132
1 LS $1,600.00 $1,600.00
A.09 Temporary Construction and Permanent Utility Easements // Parcel: 743310004310
// Address: 126 West Ocean Avenue, Edgewater Florida 32132
1 LS $1,600.00 $1,600.00
A.10 Temporary Construction and Permanent Utility Easements // Parcel: 743310004560
// Address: 123 West Connecticut Avenue, Edgewater Florida 32132
1 LS $1,600.00 $1,600.00
A.11 Temporary Construction and Permanent Utility Easements // Parcel: 743300000020
// Address: 700 South Ridgewood Avenue, Edgewater Florida 32132
1 LS $2,900.00 $2,900.00
TOTAL $20,200.00
REVIEW APPRAISAL
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
PROPOSAL DOCUMENT REPORT
Invitation to Bid - Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Ma in Improvements
Page 8
Line Item Description Quantity Unit of
Measure
Unit Cost Total
REVIEW APPRAISALS FOR ONE FULL PROPERTY AND 10 EASEMENTS
B.01 Full Property (Land and Improvements) // Parcel: 745209040020 // Address: 405
Hart Avenue, Edgewater, Florida 32132
1 LS $800.00 $800.00
B.02 Temporary Construction and Permanent Utility Easements // Parcel: 745201000312
// Address: 205 Hart Avenue, Edgewater Florida 32132
1 LS $800.00 $800.00
B.03 Temporary Construction and Permanent Utility Easements // Parcel: 745201000310
// Address: 206 South Ridgewood Avenue, Edgewater Florida 32132
1 LS $800.00 $800.00
B.04 Temporary Construction and Permanent Utility Easements // Parcel: 745201000311
// Address: 209 Hart Avenue, Edgewater Florida 32132
1 LS $800.00 $800.00
B.05 Temporary Construction and Permanent Utility Easements // Parcel: 745209020010
// Address: 316 South Ridgewood Avenue, Edgewater Florida 32132
1 LS $1,500.00 $1,500.00
B.06 Temporary Construction and Permanent Utility Easements // Parcel: 745209030070
// Address: 325 Hart Avenue, Edgewater Florida 32132
1 LS $800.00 $800.00
B.07 Temporary Construction and Permanent Utility Easements // Parcel: 743310004150
// Address: 125 West Ocean Avenue, Edgewater Florida 32132
1 LS $800.00 $800.00
B.08 Temporary Construction and Permanent Utility Easements // Parcel: 743310004330
// Address: 120 West Ocean Avenue, Edgewater Florida 32132
1 LS $800.00 $800.00
B.09 Temporary Construction and Permanent Utility Easements // Parcel: 743310004310
// Address: 126 West Ocean Avenue, Edgewater Florida 32132
1 LS $800.00 $800.00
B.10 Temporary Construction and Permanent Utility Easements // Parcel: 743310004560
// Address: 123 West Connecticut Avenue, Edgewater Florida 32132
1 LS $800.00 $800.00
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
PROPOSAL DOCUMENT REPORT
Invitation to Bid - Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Ma in Improvements
Page 9
Line Item Description Quantity Unit of
Measure
Unit Cost Total
B.11 Temporary Construction and Permanent Utility Easements // Parcel: 743300000020
// Address: 700 South Ridgewood Avenue, Edgewater Florida 32132
1 LS $1,500.00 $1,500.00
TOTAL $10,200.00
PROFESSIONAL SERVICES AGREEMENT
PROPERTY APPRAISAL AND REVIEW APPRAISAL SERVICES FOR HART
AVENUE DRAINAGE AND WATER MAIN IMPROVEMENTS
Invitation to Bid (ITB) #22-ES-04
THIS AGREEMENT is made and entered into this ________ day of ____, 2022, by and
between , duly authorized to conduct
business in the State of Florida and whose address ___________________________________
is, hereinafter, called “CONSULTANT” and the CITY OF EDGEWATER, a political
subdivision of the State of Florida, whose address is 104 North Riverside Drive, Edgewater, FL
32132, hereinafter called “CITY”.
SECTION 1. AGREEMENT. The terms of this Agreement, together with the
incorporation of the terms and conditions of the Request for Proposals (RFP #21-HR-06), and
any exhibits, schedules and attachments hereto, and any and all amendments relating to same,
and any and all submittals from CONSULTANT, constitute the entire Agreement between CITY
and CONSULTANT. This Agreement is the final, complete and exclusive expression of the
terms and conditions of the parties’ Agreement. Any and all prior agreements, representations,
negotiations, and understandings made by the parties, oral or written, expressed or implied, are
hereby superseded and merged herein.
SECTION 2. TERM OF AGREEMENT. The term of this contract shall begin on the
date the contract is approved by the City of Edgewater City Council (herein after, the “Council”),
signed by all required parties and filed with the City Clerk. The contract shall be in effect until
the City accepts the successful completion of the appraisals.
SECTION 3. COMPENSATION. For Services rendered, the CITY shall pay the
CONSULTANT a lump-sum fee, including or excluding reimbursable expenses as mutually
agreed upon. Unless otherwise agreed in a Scope of Services, the CONSULTANT will invoice
the City monthly based upon the CONSULTANT’s estimate of the portion of the total Services
actually completed at the time of billing.
SECTION 4. REIMBURSABLE EXPENSES. “Reimbursable Expenses” means the
actual, necessary and reasonable expenses incurred directly or indirectly in connection with the
Project for: transportation and subsistence incidental thereto for travel; toll telephone calls and
facsimiles; reproduction of reports, drawings and specifications, and similar Project-related
items; as provided in the City’s Purchasing Policy. – REIMBURSABLE EXPENSES ARE
NOT APPLICABLE TO THIS AGREEMENT
SECTION 5. NOTICES. Whenever either party desires to give notice unto the other, it
must be given by written notice, sent by registered or certified United States mail, return receipts
requested, addressed to the party for whom it is intended at the place last specified. The place
for giving of notice shall remain such until it shall have been changed by written notice in
compliance with the provisions of this Section. For the present, the parties designate the
following as the respective places for giving of notice, to-wit:
For City: For Consultant:
Bonnie Zlotnik, City Clerk , (Name, Title)
City of Edgewater . (Company)
104 N. Riverside Drive (Address)
Edgewater, FL 32132 (City, State, Zip)
(386)424-2400 #1101 (Phone)
SECTION 6. RIGHTS AT LAW RETAINED. The rights and remedies of CITY,
provided for under this Agreement, are in addition and supplemental to any other rights and
remedies provided by law.
SECTION 7. CONTROLLING LAW, VENUE, ATTORNEY’S FEES. This
Agreement is to be governed, construed, and interpreted by, through and under the laws of
Florida. Venue for any litigation between the parties to this Agreement shall be in the County of
Volusia, Florida and any trial shall be non-jury. Each party agrees to bear its own costs and
attorney’s fees relating to any dispute arising under this Agreement.
SECTION 8. MODFICATIONS TO AGREEMENT. This Agreement and any
exhibits, amendments and schedules may only be amended, supplemented, modified or canceled
by a written instrument duly executed by the parties hereto of equal dignity herewith.
SECTION 9. SEVERABILITY. If, during the term of this Agreement, it is found that a
specific clause or condition of this Agreement is illegal under federal or state law, the remainder
of the Agreement not affected by such a ruling shall remain in force and effect.
SECTION 10. WAIVER OF JURY TRIAL. THE CITY AND CONSULTANT
HAVE SPECIFICALLY WAIVED THE RIGHT TO A JURY TRIAL CONCERNNG ANY
DISPUTES WHICH MAY ARISE CONCERNING THIS AGREEMENT.
SECTION 11. NON-WAIVER. No indulgence, waiver, election or non-election by
CITY under this Agreement shall affect CONSULTANT’s duties and obligations hereunder.
IN WITNESS WHEREOF, the parties hereto have made and executed this Agreement
on the date written above for execution by CITY.
WITNESSES: CITY OF EDGEWATER
_____________________________ __________________________________
Glenn A. Irby, City Manager
_____________________________ __________________________________
Bonnie Zlotnik, City Clerk
Dated: ___________________________
WITNESSES: FIRMS
______________________________ ______________________________ By: ________________________________
,
______________________________ Dated:______________________________
Attachments: A. ITB #22-ES-04
B. Firm Response to ITB
C. Scope of Service
Approved by the City Council of the City of
Edgewater at a meeting held on this _____
day of ______________, 2022 under
Agenda Item No. ________.
REFERENCE FORM
RESPONDENTS NAME:
Please provide a minimum of three (3) contact references, or the number specified in the solictation document. The
references must be present or past clients within the past 5 years, preferably within governmental municipalities with
requirements similar to those included in this solicitation.
Agency Name
Address
Contact Person Phone No.
Email Address
Project Title
Services Provided
Dates of Service
Agency Name
Address
Contact Person Phone No.
Email Address
Project Title
Services Provided
Dates of Service
Agency Name
Address
Contact Person Phone No.
Email Address
Project Title
Services Provided
Dates of Service
Use additional pages if needed.
REFERENCE FORM
RESPONDENTS NAME:
Please provide a minimum of three (3) contact references, or the number specified in the solictation document. The
references must be present or past clients within the past 5 years, preferably within governmental municipalities with
requirements similar to those included in this solicitation.
Agency Name
Address
Contact Person Phone No.
Email Address
Project Title
Services Provided
Dates of Service
Agency Name
Address
Contact Person Phone No.
Email Address
Project Title
Services Provided
Dates of Service
Agency Name
Address
Contact Person Phone No.
Email Address
Project Title
Services Provided
Dates of Service
Use additional pages if needed.
PROFESSIONAL SERVICES AGREEMENT
PROPERTY APPRAISAL AND REVIEW APPRAISAL SERVICES FOR HART
AVENUE DRAINAGE AND WATER MAIN IMPROVEMENTS
Invitation to Bid (ITB) #22-ES-04
THIS AGREEMENT is made and entered into this ________ day of ____, 2022, by and
between , duly authorized to conduct
business in the State of Florida and whose address ___________________________________
is, hereinafter, called “CONSULTANT” and the CITY OF EDGEWATER, a political
subdivision of the State of Florida, whose address is 104 North Riverside Drive, Edgewater, FL
32132, hereinafter called “CITY”.
SECTION 1. AGREEMENT. The terms of this Agreement, together with the
incorporation of the terms and conditions of the Request for Proposals (RFP #21-HR-06), and
any exhibits, schedules and attachments hereto, and any and all amendments relating to same,
and any and all submittals from CONSULTANT, constitute the entire Agreement between CITY
and CONSULTANT. This Agreement is the final, complete and exclusive expression of the
terms and conditions of the parties’ Agreement. Any and all prior agreements, representations,
negotiations, and understandings made by the parties, oral or written, expressed or implied, are
hereby superseded and merged herein.
SECTION 2. TERM OF AGREEMENT. The term of this contract shall begin on the
date the contract is approved by the City of Edgewater City Council (herein after, the “Council”),
signed by all required parties and filed with the City Clerk. The contract shall be in effect until
the City accepts the successful completion of the appraisals.
SECTION 3. COMPENSATION. For Services rendered, the CITY shall pay the
CONSULTANT a lump-sum fee, including or excluding reimbursable expenses as mutually
agreed upon. Unless otherwise agreed in a Scope of Services, the CONSULTANT will invoice
the City monthly based upon the CONSULTANT’s estimate of the portion of the total Services
actually completed at the time of billing.
SECTION 4. REIMBURSABLE EXPENSES. “Reimbursable Expenses” means the
actual, necessary and reasonable expenses incurred directly or indirectly in connection with the
Project for: transportation and subsistence incidental thereto for travel; toll telephone calls and
facsimiles; reproduction of reports, drawings and specifications, and similar Project-related
items; as provided in the City’s Purchasing Policy. – REIMBURSABLE EXPENSES ARE
NOT APPLICABLE TO THIS AGREEMENT
SECTION 5. NOTICES. Whenever either party desires to give notice unto the other, it
must be given by written notice, sent by registered or certified United States mail, return receipts
requested, addressed to the party for whom it is intended at the place last specified. The place
for giving of notice shall remain such until it shall have been changed by written notice in
compliance with the provisions of this Section. For the present, the parties designate the
following as the respective places for giving of notice, to-wit:
Kroll,LLC
1700 Pacific Ave,Suite 1600,Dallas,TX 75202
For City: For Consultant:
Bonnie Zlotnik, City Clerk , (Name, Title)
City of Edgewater . (Company)
104 N. Riverside Drive (Address)
Edgewater, FL 32132 (City, State, Zip)
(386)424-2400 #1101 (Phone)
SECTION 6. RIGHTS AT LAW RETAINED. The rights and remedies of CITY,
provided for under this Agreement, are in addition and supplemental to any other rights and
remedies provided by law.
SECTION 7. CONTROLLING LAW, VENUE, ATTORNEY’S FEES. This
Agreement is to be governed, construed, and interpreted by, through and under the laws of
Florida. Venue for any litigation between the parties to this Agreement shall be in the County of
Volusia, Florida and any trial shall be non-jury. Each party agrees to bear its own costs and
attorney’s fees relating to any dispute arising under this Agreement.
SECTION 8. MODFICATIONS TO AGREEMENT. This Agreement and any
exhibits, amendments and schedules may only be amended, supplemented, modified or canceled
by a written instrument duly executed by the parties hereto of equal dignity herewith.
SECTION 9. SEVERABILITY. If, during the term of this Agreement, it is found that a
specific clause or condition of this Agreement is illegal under federal or state law, the remainder
of the Agreement not affected by such a ruling shall remain in force and effect.
SECTION 10. WAIVER OF JURY TRIAL. THE CITY AND CONSULTANT
HAVE SPECIFICALLY WAIVED THE RIGHT TO A JURY TRIAL CONCERNNG ANY
DISPUTES WHICH MAY ARISE CONCERNING THIS AGREEMENT.
SECTION 11. NON-WAIVER. No indulgence, waiver, election or non-election by
CITY under this Agreement shall affect CONSULTANT’s duties and obligations hereunder.
Brent Pitts,MAI Director
Kroll,LLC
1700 Pacific Ave,Suite 1600
Dallas,TX 75201
817 614 4989
City of Edgewater, Florida
City Clerk
Bonnie Brown, City Clerk
104 North Riverside Drive, Edgewater, FL 32132
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
RESPONSE DEADLINE: March 30, 2022 at 2:00 pm
Report Generated: Friday, April 1, 2022
Kroll, LLC Proposal
CONTACT INFORMATION
Company:
Kroll, LLC
Email:
brent.pitts@kroll.com
Contact:
Brent Pitts
Address:
1700 Pacific Ave
Suite 1600
Dallas, TX 75201
Phone:
N/A
Website:
www.kroll.com
Submission Date:
Mar 29, 2022 4:03 PM
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
PROPOSAL DOCUMENT REPORT
Invitation to Bid - Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
Page 2
ADDENDA CONFIRMATION
Addendum #1
Confirmed Mar 28, 2022 3:15 PM by Brent Pitts
QUESTIONNAIRE
1. Familiarity with Project*
By submitting a response to this solicitation, the Bidder hereby certifies that he/she has familiarized himself/herself with the extent of
the work, and having examined carefully the scope of services herein, propose to furnish all labor, materials, and services without
exception, for the Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements.
Confirmed
2. Terms and Conditions of Contract*
The bidder acknowledges that by submitting a response to this solicitation, they are bound by the following:
The City has developed standard contracts/agreements. The selected Contractor shall submit a signed copy of the contract attached
with this document as a part of the bid submittal. Contract will become effective once City Council approves and authorizes the City
Manager to execute said contract.
A contract(s) resulting from this ITB shall be subject to the terms and conditions set forth in a standard City Contract. The City reserves
the right to include in any contract document such terms and conditions, as it deems necessary for the proper protection of the rights
of the City. The City will not be obligated to sign any contracts, maintenance and/or service agreements or other documents provided
by the Contractor.
By submitting a response to this solicitation, the Proposer acknowledges that they have read and understood all specifications, terms
and conditions outlined in this ITB In addition they proposer confirms that all required documents listed in this solicitation have been
signed in spaces indicated and uploaded within the ProcureNow platform.
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
PROPOSAL DOCUMENT REPORT
Invitation to Bid - Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
Page 3
Confirmed
3. W9
Please download the below documents, complete, and upload.
W9_-_2018_(1).pdf
W9_Kroll_LLC_2022_.pdf
4. Insurance Requirements*
By submitting a response to this solicitation, the Proposers acknowledges that they understand the insurance requirements of the
attached specifications and that the evidence of insurability may be required within five (5) days of the award of ITB.
Confirmed
5. Standard Professional Services Agreement*
Please download the below documents, complete, SIGN and upload.
PLEASE LEAVE THE DATE IN THE FIRST PARAGRAPH BLANK. IT WILL BE FILLED IN WHEN THE CONTRACT IS FULLY EXECUTED.
PROFESSIONAL_SERVICES_AGREE...
Professional_Services_Agreement_-_Kroll.pdf
6. Declaration Statement/Document Notification Affidavit*
Please download the below documents, complete, and upload.
DECLARATION_STATEMENT.pdf
Kroll_Declaration_Statement.pdf
7. Reference Form*
Please download the below documents, complete, and upload.
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
PROPOSAL DOCUMENT REPORT
Invitation to Bid - Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
Page 4
References.2.pdf
Kroll_References.pdf
8. Vendor Information/Bidders Qualifications
TYPE OF FIRM*
Please select the type of firm for your organization.
Corporation
CORPORATION - STATE*
If firm is a corporation, please list state in which it is incorporated. If you did not select corporation, please type N/A.
New York
OTHER*
If you selected other, please list the type of firm. If you did not select other, please type N/A.
N/A
AUTHORIZATION*
By submitting a response to this solicitation, the Bidder certifies that the firm is authorized to do business in the state of Florida.
Confirmed
YEARS IN BUSINESS*
Please provide the number of years you have been in business under this firm.
90 years (previously known as Duff & Phelps, brand change effective this year)
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
PROPOSAL DOCUMENT REPORT
Invitation to Bid - Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
Page 5
CURRENT PROJECTS*
Please list current projects on which your firm is the candidate for award.
City of Addison - Keller Springs Rd / Airport Parkway - Addison, TX (Lockwood Andrews Newnam Subcontractor) - 15 parcels
North Carolina DOT - Partial Acquisitions - Mooresville, NC - 2 parcels
State of Utah Department of Wildlife Services - HVTL Easements Across 9 wildlife reserves - Central Utah - 9 parcels
Texas DOT - IH 45, Segment B - Huntsville, TX - 13 parcels
STATE OF LITIGATION*
Are there any judgments, claims or suits pending or outstanding by or against you?
No
ADDITIONAL DETAILS*
If you answered yes to Project Completion and/or State of Litigation, submit details here. List all lawsuits that have been filed by or
against your firm in the last five (5) years.
None which would have a material impact on our ability to provide the requested services.
We have numerous employees throughout the country and the potential work outlined in Section 8.6 would not impede our provision
of the services requested by this solicitation. Additionally, there are no lawsuits noted that would have a material impact on our ability
to provide the requested services.
CITY PROJECTS*
List all work done on City projects in the past five (5) years, whether as an individual firm or as part of a joint venture.
None in City of Edgewater
FINANCIAL INFORMATION*
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
PROPOSAL DOCUMENT REPORT
Invitation to Bid - Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
Page 6
Please provide the following information here:
Bank(s) Maintaining Account(s)
Surety/Underwriter (if required)
Bank of America
VENDOR INFO AND AGREEMENT FORM*
Please download the below documents, complete, and upload.
Vendor_Info_and_Agreement_f...
Vendor_Information_&_Agreement_Form_-_Kroll_LLC.pdf
VENDOR ACKNOWLEDGMENT*
Pursuant to information for prospective Bidders for the above mentioned proposed project, the undersigned is submitting the
information as required with the understanding that it is only to assist in determining the qualifications of the organization to perform
the type and magnitude of work intended, and further, guarantee the truth and accuracy of all statements herein made. We will
accept your determination of qualifications without prejudice.
Confirmed
PRICE TABLES
PRIME APPRAISAL
Line Item Description Quantity Unit of
Measure
Unit Cost Total
PROPERTY APPRAISALS OF ONE FULL PROPERTY AND 10 EASEMENTS
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
PROPOSAL DOCUMENT REPORT
Invitation to Bid - Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
Page 7
Line Item Description Quantity Unit of
Measure
Unit Cost Total
A.01 Full Property (Land and Improvements) // Parcel: 745209040020 // Address: 405
Hart Avenue, Edgewater, Florida 32132
1 LS $3,500.00 $3,500.00
A.02 Temporary Construction and Permanent Utility Easements // Parcel: 745201000312
Address: 205 Hart Avenue, Edgewater Florida 32132
1 LS $2,500.00 $2,500.00
A.03 Temporary Construction and Permanent Utility Easements // Parcel: 745201000310
Address: 206 South Ridgewood Avenue, Edgewater Florida 32132
1 LS $2,500.00 $2,500.00
A.04 Temporary Construction and Permanent Utility Easements // Parcel: 745201000311
Address: 209 Hart Avenue, Edgewater Florida 32132
1 LS $2,500.00 $2,500.00
A.05 Temporary Construction and Permanent Utility Easements // Parcel: 745209020010
Address: 316 South Ridgewood Avenue, Edgewater Florida 32132
1 LS $6,000.00 $6,000.00
A.06 Temporary Construction and Permanent Utility Easements // Parcel: 745209030070
Address: 325 Hart Avenue, Edgewater Florida 32132
1 LS $2,500.00 $2,500.00
A.07 Temporary Construction and Permanent Utility Easements // Parcel: 743310004150
Address: 125 West Ocean Avenue, Edgewater Florida 32132
1 LS $2,500.00 $2,500.00
A.08 Temporary Construction and Permanent Utility Easements // Parcel: 743310004330
Address: 120 West Ocean Avenue, Edgewater Florida 32132
1 LS $2,500.00 $2,500.00
A.09 Temporary Construction and Permanent Utility Easements // Parcel: 743310004310
Address: 126 West Ocean Avenue, Edgewater Florida 32132
1 LS $2,500.00 $2,500.00
A.10 Temporary Construction and Permanent Utility Easements // Parcel: 743310004560
Address: 123 West Connecticut Avenue, Edgewater Florida 32132
1 LS $2,500.00 $2,500.00
A.11 Temporary Construction and Permanent Utility Easements // Parcel: 743300000020
Address: 700 South Ridgewood Avenue, Edgewater Florida 32132
1 LS $5,000.00 $5,000.00
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
PROPOSAL DOCUMENT REPORT
Invitation to Bid - Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
Page 8
Line Item Description Quantity Unit of
Measure
Unit Cost Total
TOTAL $34,500.00
REVIEW APPRAISAL
Line Item Description Quantity Unit of
Measure
Unit Cost Total
REVIEW APPRAISALS FOR ONE FULL PROPERTY AND 10 EASEMENTS
B.01 Full Property (Land and Improvements) // Parcel: 745209040020 // Address: 405
Hart Avenue, Edgewater, Florida 32132
1 LS $1,500.00 $1,500.00
B.02 Temporary Construction and Permanent Utility Easements // Parcel: 745201000312
Address: 205 Hart Avenue, Edgewater Florida 32132
1 LS $1,000.00 $1,000.00
B.03 Temporary Construction and Permanent Utility Easements // Parcel: 745201000310
Address: 206 South Ridgewood Avenue, Edgewater Florida 32132
1 LS $1,000.00 $1,000.00
B.04 Temporary Construction and Permanent Utility Easements // Parcel: 745201000311
Address: 209 Hart Avenue, Edgewater Florida 32132
1 LS $1,000.00 $1,000.00
B.05 Temporary Construction and Permanent Utility Easements // Parcel: 745209020010
Address: 316 South Ridgewood Avenue, Edgewater Florida 32132
1 LS $2,000.00 $2,000.00
B.06 Temporary Construction and Permanent Utility Easements // Parcel: 745209030070
Address: 325 Hart Avenue, Edgewater Florida 32132
1 LS $1,000.00 $1,000.00
B.07 Temporary Construction and Permanent Utility Easements // Parcel: 743310004150
Address: 125 West Ocean Avenue, Edgewater Florida 32132
1 LS $1,000.00 $1,000.00
PROPOSAL DOCUMENT REPORT
ITB No. ITB 22-ES-04
Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
PROPOSAL DOCUMENT REPORT
Invitation to Bid - Property Appraisal and Review Appraisal Services for Hart Avenue Drainage and Water Main Improvements
Page 9
Line Item Description Quantity Unit of
Measure
Unit Cost Total
B.08 Temporary Construction and Permanent Utility Easements // Parcel: 743310004330
Address: 120 West Ocean Avenue, Edgewater Florida 32132
1 LS $1,000.00 $1,000.00
B.09 Temporary Construction and Permanent Utility Easements // Parcel: 743310004310
Address: 126 West Ocean Avenue, Edgewater Florida 32132
1 LS $1,000.00 $1,000.00
B.10 Temporary Construction and Permanent Utility Easements // Parcel: 743310004560
Address: 123 West Connecticut Avenue, Edgewater Florida 32132
1 LS $1,000.00 $1,000.00
B.11 Temporary Construction and Permanent Utility Easements // Parcel: 743300000020
Address: 700 South Ridgewood Avenue, Edgewater Florida 32132
1 LS $2,000.00 $2,000.00
TOTAL $13,500.00
PROFESSIONAL SERVICES AGREEMENT
PROPERTY APPRAISAL AND REVIEW APPRAISAL SERVICES FOR HART
AVENUE DRAINAGE AND WATER MAIN IMPROVEMENTS
Invitation to Bid (ITB) #22-ES-04
THIS AGREEMENT is made and entered into this ________ day of ____, 2022, by and
between , duly authorized to conduct
business in the State of Florida and whose address ___________________________________
is, hereinafter, called “CONSULTANT” and the CITY OF EDGEWATER, a political
subdivision of the State of Florida, whose address is 104 North Riverside Drive, Edgewater, FL
32132, hereinafter called “CITY”.
SECTION 1. AGREEMENT. The terms of this Agreement, together with the
incorporation of the terms and conditions of the Request for Proposals (RFP #21-HR-06), and
any exhibits, schedules and attachments hereto, and any and all amendments relating to same,
and any and all submittals from CONSULTANT, constitute the entire Agreement between CITY
and CONSULTANT. This Agreement is the final, complete and exclusive expression of the
terms and conditions of the parties’ Agreement. Any and all prior agreements, representations,
negotiations, and understandings made by the parties, oral or written, expressed or implied, are
hereby superseded and merged herein.
SECTION 2. TERM OF AGREEMENT. The term of this contract shall begin on the
date the contract is approved by the City of Edgewater City Council (herein after, the “Council”),
signed by all required parties and filed with the City Clerk. The contract shall be in effect until
the City accepts the successful completion of the appraisals.
SECTION 3. COMPENSATION. For Services rendered, the CITY shall pay the
CONSULTANT a lump-sum fee, including or excluding reimbursable expenses as mutually
agreed upon. Unless otherwise agreed in a Scope of Services, the CONSULTANT will invoice
the City monthly based upon the CONSULTANT’s estimate of the portion of the total Services
actually completed at the time of billing.
SECTION 4. REIMBURSABLE EXPENSES. “Reimbursable Expenses” means the
actual, necessary and reasonable expenses incurred directly or indirectly in connection with the
Project for: transportation and subsistence incidental thereto for travel; toll telephone calls and
facsimiles; reproduction of reports, drawings and specifications, and similar Project-related
items; as provided in the City’s Purchasing Policy. – REIMBURSABLE EXPENSES ARE
NOT APPLICABLE TO THIS AGREEMENT
SECTION 5. NOTICES. Whenever either party desires to give notice unto the other, it
must be given by written notice, sent by registered or certified United States mail, return receipts
requested, addressed to the party for whom it is intended at the place last specified. The place
for giving of notice shall remain such until it shall have been changed by written notice in
compliance with the provisions of this Section. For the present, the parties designate the
following as the respective places for giving of notice, to-wit:
Kroll,LLC
1700 Pacific Ave,Suite 1600,Dallas,TX 75202
For City: For Consultant:
Bonnie Zlotnik, City Clerk , (Name, Title)
City of Edgewater . (Company)
104 N. Riverside Drive (Address)
Edgewater, FL 32132 (City, State, Zip)
386)424-2400 #1101 (Phone)
SECTION 6. RIGHTS AT LAW RETAINED. The rights and remedies of CITY,
provided for under this Agreement, are in addition and supplemental to any other rights and
remedies provided by law.
SECTION 7. CONTROLLING LAW, VENUE, ATTORNEY’S FEES. This
Agreement is to be governed, construed, and interpreted by, through and under the laws of
Florida. Venue for any litigation between the parties to this Agreement shall be in the County of
Volusia, Florida and any trial shall be non-jury. Each party agrees to bear its own costs and
attorney’s fees relating to any dispute arising under this Agreement.
SECTION 8. MODFICATIONS TO AGREEMENT. This Agreement and any
exhibits, amendments and schedules may only be amended, supplemented, modified or canceled
by a written instrument duly executed by the parties hereto of equal dignity herewith.
SECTION 9. SEVERABILITY. If, during the term of this Agreement, it is found that a
specific clause or condition of this Agreement is illegal under federal or state law, the remainder
of the Agreement not affected by such a ruling shall remain in force and effect.
SECTION 10. WAIVER OF JURY TRIAL. THE CITY AND CONSULTANT
HAVE SPECIFICALLY WAIVED THE RIGHT TO A JURY TRIAL CONCERNNG ANY
DISPUTES WHICH MAY ARISE CONCERNING THIS AGREEMENT.
SECTION 11. NON-WAIVER. No indulgence, waiver, election or non-election by
CITY under this Agreement shall affect CONSULTANT’s duties and obligations hereunder.
Brent Pitts,MAI Director
Kroll,LLC
1700 Pacific Ave,Suite 1600
Dallas,TX 75201
817 614 4989
REFERENCE FORM
RESPONDENTS NAME:
Please provide a minimum of three (3) contact references, or the number specified in the solictation document. The
references must be present or past clients within the past 5 years, preferably within governmental municipalities with
requirements similar to those included in this solicitation.
Agency Name
Address
Contact Person Phone No.
Email Address
Project Title
Services Provided
Dates of Service
Agency Name
Address
Contact Person Phone No.
Email Address
Project Title
Services Provided
Dates of Service
Agency Name
Address
Contact Person Phone No.
Email Address
Project Title
Services Provided
Dates of Service
Use additional pages if needed.
Kroll,LLC -Brent Pitts,Director
City of Fort Pierce
100 N US Highway 1,Fort Pierce,FL 34950
Audria Moore-Wells 772-467-3184
amoorewells@cityoffortpierce.com
Oaks at Moore's Creek
Appraisal Services
March 2022
City of Fort Worth (TX)
900 Monroe St,Suite 400,Fort Worth,TX 76102
Deanna Wright 817-392-6349
deanna.wright@fortworthtexas.gov
Numerous
Appraisal Services
2013 -present
City of Denton (TX)
601 E Hickory St,Denton,TX 76205
Laura Morales 940-349-8931
laura.morales@cityofdenton.com
Citywide Sidewalk Easements
Appraisal Services
2019-2020
The City of Edgewater
Finance Department
104 Riverside Drive
Edgewater, FL 32132
VENDOR INFORMATION
The following information along with a current W9 form (https://www.irs.gov/pub/irs-pdf/fw9.pdf) must be provided to
the Finance Director for all new vendors and when current vendors remit information changes:
Name of Individual or Business:
Contact Person and Title:
Vendor Email address:
Vendor Street Address:
Vendor City, State, ZIP:
Vendor Mailing Address (if different than above):
Vendor Phone Number:
Vendor Fax Number:
Taxpayer Identification Number (include a copy of your W9 form):
Remit to Information (if different from above):
Payment Remit to Name:
Payment Remit to address:
Payment Remit to City, State and Zip Code:
Payment Remit to Email address:
Payment Options:
Check
Direct Deposit/ACH
Bank Name and Address:
Account Number: ABA/ Routing:
Kroll,LLC
Brent Pitts,Director
brent.pitts@kroll.com
1700 Pacific Ave,Suite 1600
Dallas,TX 75202
817 614 4989
N/A
82-3616841
Kroll,LLC -Valuation Services
12595 Collection Center Dr
Chicago,IL 60693
brent.pitts@kroll.com
Bank of America,PO Box 27025,Richmond,VA 23261
122000030
FOR CITY USE ONLY:
Date Request Received By
Date Request Processed By
Date Request Approved By
Certification
Under penalties of perjury, I certify that the above information is complete and accurate. If direct
deposit was the method selected, I hereby authorize The City of Edgewater to automatically deposit
payment for invoices into our account at the financial institution listed. I also authorize withdrawal
transaction from the account, limited to the amount of the original deposit, in the event of an
overpayment or erroneous deposit. This authorization will remain in effect until The City of
Edgewater has received, in writing, our cancellation notification. I will notify the City in writing of
any account changes or closure, in such a manner as to afford the City ample time to act upon it. I
understand that failure to do so may result in deposit failure
Authorized Signature
Name (printed) Title
Phone Number Date
Please sign acknowledgment and authorization on page 7 of this form as well.
Digitally signed by: Brent.Pitts
DN: CN = Brent.Pitts email = Brent.Pitts@duffandphelps.com
Date: 2022.03.28 15:35:44 -05'00'
Brent Pitts Director
817 614 4989 03/28/2022
CITY OF EDGEWATER
PURCHASING GENERAL TERMS AND CONDITIONS
THE CITY OBJECTS IN ADVANCE TO THE INCLUSION OF ANY ADDITIONAL TERMS AND CONDITIONS PROPOSED BY THE VENDOR IN ITS
ACCEPTANCE OR ACKNOWLEDGEMENT OF ANY ORDER. THE INCLUSION OF TERMS AND CONDITIONS, OR REFERENCE THERETO, BY THE
VENDOR SHALL BE OF NO SIGNIFICANCE, SHALL NOT BE BINDING ON THE CITY, AND THE CITY’S ACCEPTANCE OF THE VENDOR’S GOODS OR
SERVICES SHALL NOT BE DEEMED AS ACCEPTANCE OF SUCH TERMS AND CONDITIONS. THE TERMS AND CONDITIONS CONTAINED IN A
SUPPLEMENTAL DOCUMENT, AS DEFINED HEREINAFTER, TO THE PURCHASE ORDER SHALL ONLY CONTROL IF AND WHEN A SUPPLEMENTAL
DOCUMENT TO THE PURCHASE ORDER IS SIGNED BY THE CITY MANAGER OR MAYOR. THE TERMS AND CONDITIONS CONTAINED IN A
SUPPLEMENTAL DOCUMENT FULLY EXECUTED BY THE CITY MANAGER OR MAYOR ARE INCORPORATED HEREIN BY THIS REFERENCE. IN THE
EVENT THAT A VENDOR CONTRACTS WITH THE CITY VIA A SUPPLEMENTAL DOCUMENT AND THERE IS A CONFLICT BETWEEN THE
GENERAL TERMS AND CONDITIONS SET FORTH HEREIN AND THE SUPPLEMENTAL DOCUMENT, THE TERMS AND CONDITIONS OF THE
SUPPLEMENTAL DOCUMENT SHALL CONTROL. SUPPLEMENTAL DOCUMENT SHALL BE DEFINED AS TO INCLUDE INVITATION TO BID,
PROPOSAL, QUOTE, AND CONTRACT. UNLESS OTHERWISE STATED ON THE FACE OF A PURCHASE ORDER, THE FOLLOWING TERMS AND
CONDITIONS SHALL APPLY:
1.PURCHASE ORDER NUMBER. THE PURCHASE ORDER NUMBER AND THE SELLERS NAME MUST BE CLEARLY SHOWN ON ALL
INVOICES, PACKING SLIPS, DELIVERY RECEIPTS AND CORRESPONDENCE. FAILURE TO CLEARLY INDICATE THE PURCHASE ORDER
NUMBER MAY RESULT IN THE RETURN OF THE INVOICES.
2.ACCEPTANCE. THE PURCHASE ORDER (“ PO") ISSUED BY THE CITY OF EDGEWATER (“ THE CITY") AND MADE APART HEREOF BY
REFERENCE, BECOMES A BINDING CONTRACT, SUBJECT TO THE TERMS AND CONDITIONS SET FORTH HEREIN, UPON
CONFIRMATION OF THE PO BY THE VENDOR; OR BY THE COMMENCEMENT OF THE WORK SET FORTH IN THE PO; OR BY
ACCEPTANCE OF PAYMENT FOR THE WORK SET FORTH IN THE PO. ANY CHANGE, ADDITION OR MODIFICATION TO THE TERMS
SET FORTH ON THE FACE OF THE PO MUST BE AGREED TO IN WRITING BY THE CITY.
3.ASSIGNMENT. NEITHER THE PO NOR ANY INTEREST UNDER SUCH PO MAY BE ASSIGNED BY VENDOR WITHOUT THE PRIOR
WRITTEN CONSENT OFCITY.
4.CHANGES. CITY SHALL HAVE THE RIGHT AT ANY TIME TO MAKE CHANGES IN DRAWINGS, DESIGNS, SPECIFICATIONS, MATERIALS,
PACKAGING, TIME AND PLACE OF DELIVERY AND METHOD OF TRANSPORTATION. IF ANY SUCH CHANGES CAUSE AN INCREASE OR
DECREASE IN THE COSTS OR THE TIME REQUIRED FOR VENDOR'S REQUIRED PERFORMANCE, AN EQUITABLE ADJUSTMENT WILL
BE MADE AND THE PO WILL BE MODIFIED, IN WRITING, ACCORDINGLY.
5.COMPLIANCE WITH LAWS. VENDOR WARRANTS THAT ALL GOODS AND SERVICES APPLICABLE UNDER THE PO WILL HAVE BEEN
PRODUCED, SOLD, DELIVERED AND FURNISHED IN STRICT COMPLIANCE WITH ALL APPLICABLE FEDERAL, STATE AND LOCAL LAWS
AND REGULATIONS. VENDOR SHALL EXECUTE AND DELIVER SUCH DOCUMENTS AS MAY BE REQUIRED TO EFFECT OR TO
EVIDENCE COMPLIANCE. ALL LAWS AND REGULATIONS REQUIRED IN AGREEMENTS OF THIS CHARACTER ARE INCORPORATED
BY THIS REFERENCE.
6.DELIVERY, TITLE & RISK OF LOSS/FREIGHT: TITLE SHALL PASS TO THE CITY OF EDGEWATER ON DELIVERY OF THE CONFORMING
GOODS TO THE DESIGNATED LOCATION. NOTWITHSTANDING ANY AGREEMENT TO PAY FREIGHT, EXPRESS OR OTHER
TRANSPORTATION CHARGES, THE RISK OF LOSS OR DAMAGE IN TRANSIT SHALL BE UPON THE VENDOR/SELLER. DELIVERY
SHALL NOT BE COMPLETE UNTIL THE GOODS AND OR SERVICES HAVE BEEN RECEIVED, INSPECTED, AND ACCEPTED BY THE CITY
OF EDGEWATER.
COLLECT SHIPMENTS WILL NOT BE ACCEPTED IN THE EVENT THAT THE CITY AGREES TO PAY THE FRIEGHT; ALL FREIGHT
CHARGES SHALL BE FULLY PREPAID AND INCLUDED ON THE INVOICE. THE ORIGINAL BILL MUST BE INCLUDED WITH THE
INVOICE.
VENDOR SHALL ENSURE THAT SHIPPER COMPLIES WITH THE SHIPPING TERMS AND INSTRUCTIONS STATED ON THE FACE OF
THE PO. FAILURE TO ACCURATELY FOLLOW THE SHIPPING TERMS AND INSTRUCTIONS AS STATED MAY RESULT IN ONE OF THE
FOLLOWING: (I) A CHARGEBACK FOR ANY FREIGHT COST INCREASE; OR (II) A CHARGEBACK FOR THE FULL COST OF THE
FREIGHT.
7.REMEDIES: REGARDLESS OF WHETHER GOODS ARE BEING SOLD, LICENSED OR LEASED OR WHETHER SERVICES ARE BEING
PERFORMED, THE VENDOR/SELLER AND THE CITY OF EDGEWATER AGREE THAT BOTH PARTIES HAVE ALL THE UNIFORM
COMMERCIAL CODE RIGHTS, DUTIES, AND REMEDIES AVAILABLE
8.INSPECTION. ALL GOODS AND/OR SERVICES, PURCHASED ARE SUBJECT TO CITY’S INSPECTION, TEST AND APPROVAL AT
DESTINATION, WHETHER OR NOT PRIOR PAYMENTS HAVE BEEN MADE OR INSPECTIONS HAVE BEEN PERFORMED BY THE CITY. ALL
GOODS AND/OR SERVICES NOT IN ACCORDANCE WITH SPECIFICATIONS MAY BE REJECTED AND HELD SUBJECT TO SHIPPERS’
ORDERS. SHIPPER MUST PAY ALL EXPENSES, INCLUDING FREIGHT BOTH WAYS, ON REJECTED GOODS.
IF GOODS AND/OR SERVICES PROVIDED HEREUNDER ARE REJECTED, IN WHOLE OR IN PART BY THE CITY BY REASON OF THE
VENDOR’S FAILURE TO COMPLY WITH ANY OF THE TERMS, CONDITIONS AND/OR SPECIFICATIONS CONTAINED HEREIN AND
ON THE FACE OF THE PO, CITY, AFTER NOTIFYING VENDOR IN WRITING MAY (I) RETURN THE REJECTED PORTION OF SUCH
GOODS AND/OR SERVICES TO THE VENDOR AT VENDOR’S EXPENSE OR HOLD THE SAME FOR SUCH DISPOSAL AS VENDOR
SHALL INDICATE, WITHOUT INVALIDATING THE REMAINDER OF THE PO; (II) MAY REJECT THE ENTIRE SHIPMENT OF GOODS
AND CANCEL THE PO FOR ANY UNDELIVERD GOODS; OR (III) TO CAUSE VENDOR TO PAY CITY PROMPLTY FOR EXPENSES
INCURRED IN REMEDYING THE DEFECTION OR NONCONFORMING GOODS AND/OR SERVICES (INCLUDING WITH
LIMITATION, THE PURCHASE OF SUBSTITUTE (OR FUNCTIONALLY EQUIVALENT) GOODS AND/OR SERVICES), OR TO CAUSE
VENDOR, AT VENDOR’S EXPENSE, TO EXPEDITIOUSLY REPLACE, UPGRADE, OR REPAIR ANY DEFECTIVE OR REJECTED GOODS.
IF THE OPTION SET FORTH IN (I) IS EXERCISED, CITY MAY, AT ITS DESCRETIONS, REDUCE THE QUANTITY SPECIFIED IN THE PO
BY THE NUMBER OF GOODS AND/OR SERVICES RETURNED OR REJECTED.
9.PRICES: IF PRICES ARE HIGHER THAN SPECIFIED, DO NOT SHIP WITHOUT THE PURCHASING AGENTS PRIOR WRITTEN APPROVAL.
10.CLEAN HANDS: BY ACCEPTING THIS CONTRACT, THE SELLER WARRANTS THAT NEITHER THE BUSINESS, NOR ANY OFFICER OR
SIGNIFICANT STAKEHOLDER OF THE BUSINESS IS IN VIOLATION OF THE CITY OF EDGEWATER CODE AND DO NOT OWE THE CITY
ANY PAST DUE DEBT. THE SELLER SPECIFICALLY AGREES THAT THE CITY MAY WITHHOLD ANY MONEY OWED THE SELLER FROM
THIS CONTRACT FOR ANY EXISTING CODE VIOLATIONS AND/OR PAST DUE DEBT. IF THE SELLER MISREPRESENTS THE STATUS OF
THE BUSINESS, ANY OFFICER OR SIGNIFICANT STAKEHOLDER, THE CITY WILL CONSIDER THIS A MATERIAL DEFECT OF THIS
CONTRACT AND SHALL HAVE THE RIGHT TO IMMEDIATELY TERMINATE IT
11.INDEMNIFICATION. THE CITY RESERVES THE RIGHT TO ADD IN A SUPPLEMENTAL DOCUMENT, AS PREVIOUSLY DEFINED TO
INCLUDE INVITATION TO BID, PROPOSAL, QUOTE, AND CONTRACT, THE FOLLOWING CLAUSE OR SUBSTANTIALLY SIMILAR
LANGUAGE:
VENDOR COVENANTS AND AGREES THAT IT WILL INDEMNIFY AND HOLD HARMLESS THE CITY AND ALL OF THE CITY'S
OFFICERS, AGENTS, AND EMPLOYEES FROM ANY CLAIM, LOSS, DAMAGE, COSTS, CHARGE OR EXPENSE ARISING OUT OF ANY
ACT, ACTION, NEGLECT OR OMISSION BY VENDOR DURING THE PERFORMANCE OF THE CONTRACT, WHETHER DIRECT, OR
INDIRECT, AND WHETHER TO ANY PERSON OR PROPERTY TO WHICH THE CITY OR SAID PARTIES MAY BE SUBJECT, EXCEPT
THAT NEITHER THE VENDOR NOR ANY OF ITS SUB-CONTRACTORS WILL BE LIABLE UNDER THIS SECTION FOR DAMAGES ARISING
OUT OF INJURY OR DAMAGE TO PERSONS OR PROPERTY DIRECTLY CAUSED BY OR RESULTING FROM THE SOLE NEGLIGENCE
OF CITY OR ANY OF ITS OFFICERS, AGENTS OR EMPLOYEES.
12.INTELLECTUAL PROPERTY INDEMNIFICATION. VENDOR WARRANTS THAT THERE HAS BEEN NO VIOLATION OR INFRINGEMENT
OF ANY COPYRIGHT, TRADE NAME, TRADEMARK, PATENT OR RELATED INTELLECTUAL PROPERTY RIGHT, AS A RESULT OF
MANUFACTURING, PRODUCING OR SELLING THE GOODS. VENDOR FURTHER AGREES TO DEFEND AND INDEMNIFY CITY, ITS
OFFICERS, AGENTS AND EMPLOYEES FROM ALL CLAIMS, EXPENSES AND LIABILITIES ARISING FROM ANY ACTUAL OR ALLEGED
INTELLECTUAL PROPERTY VIOLATION OR INFRINGEMENT.
13.TAXES: THE CITY OF EDGEWATER FLORIDA IS EXEMPT FROM THE PAYMENT OF ALL FEDERAL EXCISE TAXES AND SALES TAXES OF
THE STATE OF FLORIDA, AND GENERALLY ALL OTHER STATE GOVERNMENTS. VENDOR/SELLER SHALL FURNISH THE PROPER
EXEMPTION CERTIFICATE
State of Florida sales tax exemption number: 85-8013848356C7
Federal Employee Identification number: 59-6000-314
14.INSURANCE. THE DEPARTMENT HEAD HAS THE RIGHT TO WAIVE CERTAIN INSURANCE REQUIREMENTS AND SHALL
PROVIDE THE WAIVER WITH THE REQUEST FOR PURCHASE ORDER. IF INSURANCE IS REQUIRED, THE FOLLOWING TERMS
SHALL APPLY:
VENDOR SHALL MAINTAIN ALL INSURANCE AS REQUIRED BY THE CITY. VENDOR SHALL PROVIDE TO THE CITY A CERTIFICATE
OF INSURANCE EVIDENCING COVERAGE AND IDENTIFYING THE CITY AS AN ADDITIONAL INSURED. FAILURE OF THE VENDOR
TO PROVIDE A CERTIFICATE OF INSURANCE SHALL NOT RELIEVE THE VENDOR FROM ITS RESPONSIBILITY TO MAINTAIN THE
INSURANCE COVERAGE REQUIRED BY THE CITY. THE CERTIFICATES SHALL CLEARLY INDICATE THAT THE VENDOR HAS
OBTAINED INSURANCE OF THE TYPE, AMOUNT AND CLASSIFICATION REQUIRED BY THECITY. POLICIES OTHER THAN WORKERS’
COMPENSATION SHALL BE ISSUED BY INSURERS LICENSED AND/OR DULY AUTHORIZED UNDER FLORIDA LAW TO DO
BUSINESS IN THE STATE OF FLORIDA AND ALL INSURING COMPANIES ARE REQUIRED TO HAVE A MINIMUM RATING OF “ A” IN
THE “ BEST KEY RATING GUIDE” PUBLISHED BY A.M. BEST & COMPANY, INC. FOR WORKER’S COMPENSATION COVERAGE, THE
VENDOR’S INSURANCE CERTIFICATE SHALL INCLUDE THE INSURER’S WAIVER OF SUBROGATION IN LIEU OF NAMING THE
CITY AS AN ADDITIONAL INSURED FOR WORKERS’ COMPENSATION. POLICIES FOR WORKERS’ COMPENSATION MAY BE
ISSUED BY COMPANIES AUTHORIZED AS A GROUP SELF-INSURER BY F.S. 440.572.
VENDOR SHALL NOT COMMENCE WORK UNTIL THE CITY HAS RECEIVED A CERTIFICATE OR CERTIFICATES OF INSURANCE AND
ENDORSEMENTS EVIDENCING THE REQUIRED INSURANCE. VENDOR SHALL BE SOLELY RESPONSIBLE TO PROVIDE THE CITY
THE WRITTEN ORIGINAL CERTIFICATE, NOTICE OF CANCELLATION, NONRENEWAL OR ANY OTHER CHANGES IN
COVERAGE NO LATER THAN TEN (10) DAYS PRIOR TO THE EFFECTIVE DATE OF THE CHANGE. IF INSURANCE POLICIES
REQUIRED ARE NOT PROVIDED TO THE CITY WITHIN THIRTY (30) DAYS OF THE DATE REQUESTED, THIS VENDOR
APPLICATION AND AGREEMENT MAY BE TERMINATED.
15.E-VERIFY REQUIREMENT: THE CONTRACTOR AND ITS SUBCONTRACTORS PREFORMING WORK AND PROVIDING SERVICES
UNDER A RESULTING AGREEMENT WILL UTILIZE THE US DEPARTMENT OF HOMELAND SECURITY'S E-VERIFY SYSTEM TO VERIFY
THE EMPLOYMENT ELIGIBILITY OF ALL NEW EMPLOYEES HIRED BY THE CONTRACTOR/SUBCONTRACTOR DURING THE
AGREEMENT TERM. ALL COST INCURRED TO INITIATE AND SUSTAIN THE AFOREMENTIONED PROGRAMS SHALL BE THE
RESPONSIBILITY OF THE CONTRACTOR. FAILURE TO MEET THIS REQUIREMENT MAY RESULT IN TERMINATION OF THE
AGREEMENT BY THE CITY."
16.INVOICING. VENDOR AGREES TO SUBMIT AN INVOICE WITH EACH SHIPMENT SHOWING THE PO NUMBER. ALL INVOICES SHOULD
BE ISSUED TO THE CITY C/O ACCOUNTS PAYABLE. THE DISCOUNT PERIOD OF ANY CASH DISCOUNTS AVAILABLE TO THE CITY WILL
COMMENCE ON THE DATE OF THE INVOICE. WHEN FREIGHT IS PREPAID BY VENDOR, VENDOR MUST SHOW FREIGHT CHARGES
SEPARATELY; BEFORE ADDING FREIGHT CHARGES, AND SUBMIT A COPY OF THE FREIGHT BILL WITH THE INVOICE. NO
ALLOWANCE WILL BE MADE FOR BOXES, REELS, DRUMS OR OTHER RETURNABLE CONTAINERS UNLESS SO STATED ON THE FACE
OF THE PO AND INVOICEDSEPARATELY
17.JURISDICTION AND VENUE. FOR ANY SUIT OR PROCEEDING TO ENFORCE THE PROVISIONS OF THE PO, VENDOR IRREVOCABLY
CONSENTS TO THE JURISDICTION OF THE COURTS OF THE STATE OF FLORIDA. FURTHERMORE, VENDOR AGREES THAT THE PO
WILL BE INTERPRETED, CONSTRUED AND ENFORCED IN ALL RESPECTS IN ACCORDANCE WITH THE LAWS OF THE STATE OF FLORIDA,
WITHOUT GIVING EFFECT TO ITS PRINCIPLES OF CONFLICTS OF LAW.
18.MODIFICATIONS. NO MODIFICATION IN PRICE, DELIVERY, METHOD OR SCHEDULE, QUANTITY, QUALITY, SPECIFICATIONS OR
ANY OTHER TERM OF THE CONTRACT WILL BE EFFECTIVE UNLESS AGREED TO IN WRITING, AND SIGNED BY AN AUTHORIZED
PURCHASING AGENT
19.OVERSHIPMENT. QUANTITIES IN EXCESS OF THAT SHOWN ON THE FACE OF THE PO, IF REJECTED, WILL BE RETURNED TO
VENDOR AT VENDOR'S RISK AND EXPENSE. ANY EXCESS QUANTITIES THAT CITY ACCEPTS WILL BE BILLED AT THE PO PRICE.
20.TERMINATION. CITY RESERVES THE RIGHT TO CANCEL ALL OR ANY PART OF THE PO WITHOUT PENALTY.
21.TIME. TIME IS OF THE ESSENCE OF THE PO. THE CITY RESERVES THE RIGHT TO CANCEL THE PO (OR ANY PORTION) WITHOUT
PENALTY IN THE EVENT THAT DELIVERIES ARE NOT MADE WITHIN THE SPECIFIED TIME, WITHOUT LIABILITY FOR DELIVERIES
PREVIOUSLY MADE AND ACCEPTED BY CITY.
22.TITLE. UNLESS THE FACE OF THE PO PROVIDES FOR THE CITY’S ASSUMPTION OF OWNERSHIP AT THE POINT OF SHIPMENT,
TITLE TO THE GOODS PURCHASED UNDER THE PO REMAINS WITH THE VENDOR UNTIL SUCH GOODS ARE OFF¬ LOADED AT
THE CITY FACILITY OR SITE SPECIFIED ON THE FACE OF THE PO; PROVIDED, HOWEVER, THAT IN ALL CASES, VENDOR SHALL BEAR ALL
RISKS OF LOSS OR DAMAGE IN TRANSIT UNTIL SUCH GOODS ARE DELIVERED TO CITY'S FACILITY OR SITE AND ACCEPTED BY CITY
OR IT’S DESIGNEE.
23.WARRANTY. VENDOR EXPRESSLY WARRANTS THAT ALL GOODS, SERVICES, WORKMANSHIP, AND TITLE FURNISHED AND/OR
DELIVERED PURSUANT TO THE PO AND THE TERMS AND CONDITIONS STATED HEREIN WILL BE FREE FROM DEFECTS IN MATERIAL,
WORKMANSHIP AND TITLE. FURTHER VENDOR WARRANTS ALL GOODS AND/OR SERVICES WILL CONFORM IN ALL RESPECTS TO
ALL APPLICABLE SPECIFICATIONS, DRAWINGS, AND SHALL BE FIT FOR ITS INTENDED USE AND SERVICE. ALL GOODS AND/OR
SERVICES SHALL BE NEW AND NOT SECONDHAND, OF GOOD QUALITY AND FREE FROM DEFECTS WHETHER LATENT OR PATENT
IN MATERIAL OR WORKMANSHIP; ALL MATERIAL AND WORKMANSHIP IS WARRANTED FOR A MINIMUM OF ONE (1) YEAR
FROM DATE OF ACCEPTANCE BY CITY UNLESS OTHERWISE STIPULATED HEREIN. UPON NOTIFICATION BY CITY, VENDOR SHALL
CORRECT ANY DEFECT EITHER BY REPAIR OR REPLACEMENT OF THE DEFECTIVE GOODS SUBJECT TO THE APPROVAL OF THE CITY,
AT VENDOR'S EXPENSE, PROVIDED THAT CITY'S CONTINUED USE OF SAID DEFECTIVE GOODS PENDING REPAIR OR
REPLACEMENT SHALL NOT CONSTITUTE A WAIVER BY CITY UNDER THE PO. FURTHER WARRANTS THAT ALL GOODS AND/OR
SERVICES COVERED BY THE PO MEET OR EXCEED THE SAFETY STANDARDS ESTABLISHED AND PROMULGATED UNDER THE
FEDERAL OCCUPATIONAL SAFETY AND HEALTH LAW (PUBLIC LAW 91-956) AND ITS REGULATIONS IN EFFECT AS OF THE DATE OF
THE PO. THESE WARRANTIES SHALL SURVIVE ACCEPTANCE OF AND PAYMENT FOR THE GOODS AND/OR SERVICES FURNISHED.
24.PATENTS & ROYALTIES: THE VENDOR/SELLER, WITHOUT EXCEPTION, SHALL INDEMNIFY AND SAVE HARMLESS THE CITY OF
EDGEWATER AND ITS EMPLOYEES FROM LIABILITY OF ANY NATURE OF KIND, INCLUDING COSTS AND EXPENSES FOR OR ON
ACCOUNT OF ANY COPYRIGHTED, PATENTED OR UNPATENTED INVENTION, PROCESS OR ARTICLE MANUFACTURED OR SUED IN
THE PERFORMANCE OF THE CONTRACT, INCLUDING ITS USE BY THE CITY OF EDGEWATER. IF THE VENDOR/SELLER USES ANY
DESIGN, DEVICE, OR MATERIALS COVERED BY LETTER, PATENT OR COPYRIGHT, IT IS MUTUALLY AGREED AND UNDERSTOOD
WITHOUT EXCEPTION THAT THE LISTED PRICES SHALL INCLUDE ALL ROYALTIES OR COST ARISING FROM THE USE OF SUCH
DESIGN, DEVICE OR MATERIALS IN ANY WAY INVOLVED WITH THE WORK.
25.PAYMENT. VENDOR AGREES THAT PAYMENT WILL BE MADE SUBJECT TO “LOCAL GOVERNMENT PROMPT PAYMENT ACT”,
SECTIONS 218.70-218.74, FLORIDA STATUTES, AND IN ACCORDANCE WITH THE CITY'S POLICIES AND PROCEDURES, INCLUDING
BUT NOT LIMITED TO THE REQUIREMENT THAT VENDOR SHALL BE REQUIRED TO MAINTAIN A CURRENT VENDOR APPLICATION
ON FILE WITH THE CITY. PRIOR TO RELEASE OF PAYMENT, VENDOR SHALL BE REQUIRED TO MAKE CURRENT THE VENDOR
APPLICATION ON FILE WITH THE CITY. FOR PURPOSES SET FORTH HEREIN, A “ CURRENT VENDOR APPLICATION” SHALL INCLUDE
THE FOLLOWING: 1) AN UPDATED, COMPLETED, AND EXECUTED CURRENT VENDOR APPLICATION; 2) PROOF OF CURRENT AND
UPDATED INSURANCE, IF REQUIRED; 3) UPDATED AND COMPLETED W-9, AND 4) ANY OTHER DOCUMENTATION THAT MAY BE
REQUIRED BY THE CITY OR OTHERWISE REQUIRED BYLAW.
26.PUBLIC RECORDS COMPLIANCE. VENDOR SHALL ALSO BE DEFINED AS TO INCLUDE THE TERM SET FORTH IN CHAPTER
119.0701(L)(A), FLORIDA STATUTES. VENDOR SHALL COMPLY WITH PUBLIC RECORDS LAWS AS SET FORTH IN CHAPTER 119,
FLORIDA STATUTES, AND SHALL SPECIFICALLY:
A.KEEP AND MAINTAIN PUBLIC RECORDS REQUIRED BY THE CITY TO PERFORM THE SERVICE.
B.UPON REQUEST FROM THE CITY’S CUSTODIAN OF PUBLIC RECORDS, PROVIDE THE CITY WITH A COPY OF THE REQUESTE
RECORDS OR ALLOW THE RECORDS TO BE INSPECTED OR COPIED WITHIN A REASONABLE TIME AT A COST THAT DOES NOT
EXCEED THE COST PROVIDED IN THIS CHAPTER OR AS OTHERWISE PROVIDED BY LAW.
C.ENSURE THAT PUBLIC RECORDS THAT ARE EXEMPT OR CONFIDENTIAL AND EXEMPT FROM PUBLIC RECORDS
DISCLOSURE REQUIREMENTS ARE NOT DISCLOSED EXCEPT AS AUTHORIZED BY LAW FOR THE DURATION OFTHE CONTRACT
TERM AND FOLLOWING COMPLETION OF THE CONTRACT IF THE VENDOR DOES NOT TRANSFER THE RECORDS TO THE CITY.
D. UPON COMPLETION OF THE CONTRACT, VENDOR SHALL TRANSFER TO THE CITY, AT NO COST, ALL PUBLIC RECORDS IN
POSSESSION OF THE VENDOR AND DESTROY ANY DUPLICATE PUBLIC RECORDS THAT ARE EXEMPT FROM PUBLIC RECORDS
DISCLOSURE REQUIREMENTS. ALL RECORDS STORED ELECTRONICALLY MUST BE PROVIDED TO THE CITY, UPON REQUEST
FROM THE CITY’SCUSTODIAN OF PUBLIC RECORDS, IN A FORMAT THAT ISCOMPATIBLE WITH THE INFORMATION TECHNOLOGY
SYSTEMS OF THE CITY.
E.COMPLY WITH THE CITY’S REQUEST FOR RECORDS WITHIN A REASONABLE TIME. FAILURE TO COMPLY WITH THE CITY’S
REQUEST FOR RECORDS WITHIN A REASONABLE TIME MAY SUBJECT VENDOR TO PENALTIES SET FORTH IN CHAPTER
119.10, FLORIDA STATUTES.
IF THE VENDOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE VENDOR’S
DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THE CONTRACT, CONTACT THE OFFICE OF THE CITY CLERK, CITY HALL,
104 N RIVERSIDE DRIVE, EDGEWATER, FLORIDA 32132 TELEPHONE: (386) 424-2400 E-MAIL:
CITYCLERK@CITYOFEDGEWATER.ORG
27.SEVERABILITY. VENDOR UNDERSTANDS AND AGREES THAT IF ANY PROVISION, TERM, OR CONDITION STATED HEREIN OR ON
THE FACE OF THE PO IS BY THE COURTS HELD TO BE ILLEGAL OR IN CONFLICT WITH ANY LAW OF THE STATE OF FLORIDA, THE
VALIDITY OF THE REMAINING PROVISIONS SHALL NOT BE AFFECTED, AND THE RIGHTS AND OBLIGATIONS OF THE VENDOR AND
THE CITY SHALL BE CONSTRUED AND ENFORCED AS IF THE PO AND THIS VENDOR APPLICATION AND AGREEMENT DID NOT
CONTAIN THE PARTICULAR PROVISION, TERM OR CONDITION HELD TO BE INVALID.
28.COUNTERPARTS; FACSIMILE SIGNATURES. THIS VENDOR APPLICATION AND AGREEMENT MAY BE EXECUTED IN ONE OR MORE
COUNTERPARTS, EACH OF WHICH SHALL BE DEEMED TO BE AN ORIGINAL BUT ALL OF WHICH TOGETHER SHALL CONSTITUTE
ONE AND THE SAME INSTRUMENT. ANY PARTY MAY EFFECT THE EXECUTION AND DELIVERY OF THIS VENDOR APPLICATION
AND AGREEMENT BY SIGNING THE SAME AND SENDING A COPY THEREOF TO THE CITY BY FACSIMILE, EMAIL OR OTHER
ELECTRONIC MEAN AND SO EXECUTED, SHALL HAVE THE FULL FORCE AND EFFECT AS AN ORIGINAL.
REMAINDER OF THIS PAGE LEFT BLANK INTENTIONALLY
SIGNATURES FOLLOW ON NEXT PAGE]
ACKNOWLEDGEMENT AND AUTHORIZATION
Vendor acknowledges, authorizes, and agrees to the following:
1.The Vendor, as also defined to include principals and officers authorized to legally bind and obligate the Vendor
for purposes set forth herein, does hereby certify under penalty of law that this Vendor Application and
Agreement and all attachments provided are correct and were prepared under Vendor direction or supervision.
Furthermore, Vendor is legally authorized to sign this Vendor Application and Agreement and by such
execution does hereby approve and accept all of the terms and conditions contained herein.
2.The Vendor does hereby certify that Vendor has read and understands the Vendor Application and Agreement
and Purchasing General Terms and Conditions contained herein.
3.The Vendor does hereby certify that no person (or concern) in connection with the Vendor, so far as is known,
is disqualified from public contracting or purchasing from any agency of the federal government, State of Florida
or City of Edgewater. Vendor further certifies that Vendor will notify the City of Edgewater should any person (or
concern) in connection with the Vendor, so far as is known, becomes disqualified while Vendor contracts with
the City of Edgewater.
4.Vendor acknowledges and agrees to be bound by the terms and conditions set forth in the Current Vendor
Application form approved by the City Finance Director as of the date of issuance on the face of the PO and as
otherwise referenced herein. Furthermore, it shall be the Vendor’s responsibility to maintain a current Vendor
Application, as defined in this Vendor Application and Agreement, on file with the City. Vendor agrees that the
City is not required to make payment until the current Vendor Application is filed.
Name of Vendor: _______________________
Signature: _______________________
Printed Name: ______________________
Title: ______________________
Date: ______________________
Please return the completed Vendor Application and Agreement along with the required documentation (W9)
to:
City of Edgewater
Attention Purchasing
104 N Riverside Drive
Edgewater, FL 32132
Or email: purchasing@cityofedgewater.org
For any questions, please call Purchasing at (386) 424.2400 ext 1306
Kroll,LLC
Digitally signed by: Brent.Pitts
DN: CN = Brent.Pitts email =
Brent.Pitts@duffandphelps.com
Date: 2022.03.28 15:33:51 -05'00'
Brent Pitts
Director
03/28/2022
City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:AR-2022-0184,Version:2
COUNCIL AGENDA ITEM
SUBJECT:
Bus Bench Agreement - Waverly Media - Addendum #2
DEPARTMENT:
Parks & Recreation
SUMMARY:
The City Council approved the Bus Bench Agreement with Waverly Media on June 4,2012 for placement of
bus benches at bus stop locations,school bus stops and pedestrian convenience benches for public use.
Waverly Media pays the City of Edgewater a fee per bench for the exclusive right to use a portion of the bus
bench structure for advertising and provides the installation and maintenance of the benches.
On January 9,2017,The City Council approved the first addendum to extend the contract for 5 years.This
addendum before you today is the second and final addendum to the original contract.This addendum will
extend the current contract 5 years; to expire June 3, 2027.
Currently,Waverly Media provides the City an annual income of approximately $10,270 for the contract for
approximately 64 bus bench locations.Additionally,Waverly Media has proposed an opportunity to advertise /
promote City interests as free public service advertisements when benches become available.Waverly Media
has also expressed enthusiasm to place additional benches to provide more convenience to residents as the City
is growing.
BUDGETED ITEM:☒ Yes ☐ No ☐ Not Applicable
BUDGET AMENDMENT REQUIRED:☐ Yes ☒ No ☐ Not Applicable
RECOMMENDED ACTION:
Motion to approve Addendum #2 to the Bus Bench Agreement with Waverly Media,thus extending the contract
to June 3, 2027.
City of Edgewater Printed on 4/19/2022Page 1 of 1
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THIS LICENSE AGREEMENT MADE THIS _____ DAY OF _____ IN THE YEAR __________
BETWEEN:
THE CITY of EDGEWATER
(Hereinafter called the "THE CITY”)
- And -
CREATIVE OUTDOOR ADVERTISING OF AMERICA INC.
(Hereinafter called "COA")
WHEREAS COA is engaged in providing Streetscaping transit Amenities and related appurtenances and selling
advertising space thereon for the purpose of advertising goods and services;
AND WHEREAS COA has asked The City of EDGEWATER for the privilege of placing such street amenities on
untraveled portions of public highways within the jurisdiction of THE CITY of EDGEWATER.
NOW THEREFORE IN CONSIDERATION OF the sum of $10.00 (Ten Dollars), receipt of which is hereby
acknowledged, and in consideration of the mutual covenants hereinafter contained, the parties do hereby agree as
follows:
DEFINITIONS
1. For the purposes of this Agreement,
1.1. "Street Furniture" means the actual piece of functioning street furniture placed by COA within the City
right of way such as the seating, recycling container, bus shelter, bike rack, trash can, or newspaper box
organizer with integrated trash receptacles and/or recycling containers
1.2. "Amenities” means: Units installed by COA, with or without advertising faces, that are modular or
individual, that incorporate, or are Seating units, recycling units, bus shelters, bike racks, trash cans,
newspaper box organizers with integrated trash receptacles, recycling containers, (where agreed upon),
advertising faces, a mounting pad for each Amenity, and; for maintenance purposes, an area of three
feet surrounding all visible vertical sides of each piece of street furniture, except where the 3 feet
surrounding encroaches upon a mounting pad or piece of street furniture provided or installed by a 3rd
party. The parties agree that the style and design of the Amenities provided are to be approved by THE
CITY MANAGER.
1.3. “CITY” and “CITY (s)” means The Incorporated entity known as THE CITY of EDGEWATER.
1.4. “CITY MANAGER” means THE EDGEWATER CITY MANAGER or his or her designate.
TERM
1.5. The term of this Agreement shall be 10-years years commencing June 4th 2022 and ending June 3rd 2032
(the “Term”) unless terminated earlier pursuant to the terms of this Agreement.
1.6. The term length as set out in clause 1.6 will commence at COA’s receipt of the municipal authorizations
required to install the Amenities pursuant to this Agreement. THE CITY will not count the wait period
towards this Agreement term.
1.7. Providing that COA has met all of the contractual obligations hereinafter contained, COA will continue to
provide it’s services as outlined in this agreement for successive one-year terms at the end of the original
term of the contract.
1.8. THE CITY MANAGER agrees to provide COA with notice, in writing, of the intent NOT to extend this
agreement under the same terms and conditions, at least one (1) year before the expiry of this
agreement. If said notice is not provided in writing, COA will continue to operate its transit amenities
program for the period contained within 1.7.
1.9. Thereafter, in the absence of (1) years notice, COA’s transit amenities program shall extend each 12
months, for an additional 12 months, until such time as notice is issued.
INSTALLATIONS & MAINTENANCE
2. All benches installed by COA will be installed in accordance with sections 302.1, 303.1, 303.2, 303.3, 303.4,
305.2, 305.3 and 903.5 of the Americans with Disabilities ACT (ADA) and will meet the requirements of the
Florida Department of Transportation statute 337.408(1) as it relates to bus benches .
3. COA agrees to install all Amenities on a mounting pad unless a suitable base exists. Where a mounting pad
does not exist and is required, COA agrees to install, at COA’s sole expense, a mounting pad for every Amenity
installed pursuant to this Agreement. COA shall be responsible for ensuring that all mounting pads provide for
the safe movement of pedestrians to, from and around the Amenity.
3.1. COA is responsible for and owns the concrete pads. If, however THE CITY chooses to pour a pad, it owns
such pad, and it shall be responsible for maintaining that pad.
3.2. Where COA has installed a pad and THE CITY requires construction to occur at the location a COA
mounting pad has been installed, THE CITY will be responsible for replacing the mounting pad. This will
be at the expense of THE CITY.
3.3. If THE CITY requires a concrete mounting pad larger than 55 square feet, THE CITY will be responsible for
the cost of the additional concrete required.
4. COA agrees during the construction or installation of the Amenities to keep each location in a clean and
orderly condition and remove all waste and unusable material from each location upon completion of the
construction or installation of each Amenity or as required by THE CITY MANAGER.
5. COA shall be solely responsible for obtaining all authorizations and the like before any Amenity is installed and
for any other work undertaken by COA pursuant to this Agreement. Any fees paid for such authorizations shall
be deducted from revenue paid to THE CITY.
6. THE CITY agrees to permit COA to install amenities on untraveled portions of public highways within the
jurisdiction of THE CITY OF EDGEWATER:
6.1. COA agrees to install Amenities at locations that are agreed upon by COA and approved by THE CITY
Manager.
6.2. Amenities will be placed at locations within THE CITY as mutually determined by THE CITY Manager and
COA. Both THE CITY Manager and COA may request sites anywhere in the THE CITY, but final approval of
all sites rests with THE CITY Manager.
6.3. Amenities cannot be placed within the traffic sight triangle.
7. Amenities must not interfere with the pedestrian right of way.
8. COA shall maintain all Amenities as defined herein in good repair and is solely responsible for ensuring the
provision of normal maintenance to those amenities as follows:
8.1. to keep the grass trimmed,
8.2. to keep the area free of debris,
8.3. to keep the Amenities clean and free of graffiti, and
8.4. to inspect amenities for damage during regular maintenance and make arrangements for timely repair.
COA shall provide normal maintenance to the amenities once a month or as often as reasonably
required, limited to a maximum of 1 visit per week. If an Amenity requires more than 2 visits per week,
the contractor has the right to remove the Amenity or THE CITY and Contractor may reach a mutually
agreeable alternative solution.
9. COA agrees to continuously maintain all Amenities and keep them free from damage and to protect the
property of THE CITY from injury or loss.
10. THE CITY agree to enforce applicable ordinances with regards to the placement of larger than casual volumes
of trash or leaving household trash bags on COA pads.
11. It is acknowledged by the parties that, in the selection of each location, consideration will be given to the
convenience of the public. It is further acknowledged that the placement of the Amenities shall be in such a
manner so as not to obscure signs, transit stops or interfere with the visibility or effectiveness of advertising
on transit shelters. The placement of all Amenities must be approved by THE CITY MANAGER although COA
has the right to refuse to install at any location. THE CITY will permit installations at up to a 30 degree angle
provided the placement does not impede sidewalk traffic or otherwise create a danger to citizens.
12. COA shall comply with all requirements of THE CITY with respect to parking and street occupancy during all
installations and maintenance of Amenities.
13. COA will not service the amenities during special events due to road closures and other unforeseeable
reasons, THE CITY and / or The Event Organizers must supplement our collection with THE CITY’s own roadside
activities.
14. Maintenance information going back as far as 12 months from the current date will be available to THE CITY
via COA’s municipal website portal. Login credentials to the municipal portal website shall be provided to THE
CITY by COA.
EMERGENCY REPAIR - MAINTENANCE
15. THE CITY may provide written notice to COA when any Amenity requires regular maintenance or repair and
COA, as soon as is reasonably possible, and not later than 48 hours after the giving of such notice, shall
undertake the maintenance or repair required at COA’s sole expense.
16. THE CITY may provide written notice to COA when any Amenity requires emergency maintenance or repair if
its condition is such that, in THE CITY MANAGER’s sole opinion, the condition renders a serious danger to the
public. In such an event, COA as soon as possible and not later than 24 hours after the giving of such notice,
repair and make safe the Amenity at COA’s sole expense and to the satisfaction of THE CITY MANAGER.
REMOVAL AND RELOCATION
17. COA acknowledges and agrees that THE CITY shall have the right to order the removal or relocation of any
Amenity installed within the jurisdiction of THE CITY . COA agrees to remove or relocate any such Amenity
within 48 hours of THE CITY giving notice to COA. COA shall restore the site from which the Amenity was
removed to the condition the site was in immediately prior to the installation of the Amenity and to the
satisfaction of the Transit Manager. Such removal, relocation and restoration shall be at no expense to THE
CITY and all such costs associated therewith shall be borne and paid by COA. Where COA fails to remove or
relocate such Amenity within 48 hours or where COA fails to restore the site as required, THE CITY may
arrange for such removal, relocation and restoration and COA shall be solely responsible for paying THE CITY
all costs incurred by THE CITY for such work.
18. COA shall have the right to move and relocate the Amenity and relocate it to a location mutually agreed upon
by both parties, if it is subjected to vandalism or otherwise incurs excessive damage. If either THE CITY or COA
determines that any location presents a safety hazard, the parties shall promptly agree upon a new location
for that amenity and COA shall relocate the amenity within two (2) business days.
18.1. If COA determines the orginal location lacks sufficient advertising interest, COA reserves the right to
remove the amenity. THE CITY has the option to purchase the amenity from COA to keep the existing
amenity in place. Should the amenity be sponsored at a later date, COA will share an annual revenue
payment with THE CITY.
TRANSIT SHELTER PROXIMITY
19. COA may provide Amenities at sites where advertising transit shelters exist providing that the terms are
adhered to by COA and that THE CITY MANAGER has approved such sites under the same approval criteria as
all other sites.
19.1. THE CITY MANAGER will approve/decline any site requested by COA within 30 days of receiving such
request. In the event that THE CITY MANAGER has not responded to requests within 30 days, COA shall
have the right to commence installations without penalty provided that THE CITY has not requested an
extension. Such requests/communications shall be delivered to the intended parties as per Clause 34.
OTHER ADVERTISING PRODUCTS
20. THE CITY MANAGER will not allow the placement of any other advertising products within the jurisdiction of
THE CITY but generally understood to be a transit stop, which interferes with the visibility or effectiveness of
COA products.
20.1. THE CITY MANAGER will not allow the placement of any other advertising products or amenities that
serve a similar purpose to those provided under this agreement (as defined “Amenities”). These include,
but are not limited to recycling containers or newspaper receptacles with third party advertising within
the jurisdiction of THE CITY (generally understood to be transit stops).
REVENUE, ACCOUNTING & AUDIT
21. COA shall pay to THE CITY :
For the duration of this agreement,
Year
$ Per Bench Per Year Number of Benches Revenue to be paid to
Edgewater Per Year
1 170 60 $10,200.00
2 170 60 $10,200.00
3 170 60 $10,200.00
4 170 60 $10,200.00
5 170 60 $10,200.00
6 170 60 $10,200.00
7 170 60 $10,200.00
8 170 60 $10,200.00
9 170 60 $10,200.00
10 170 60 $10,200.00
* This example is based on revenue payment on 60 benches. COA will pay the city $170
per bench per year spread out over 12 monthly payments. The monthly payment will be based on a how
many physical benches are installed. If there are more or less than 60 benches the payments will be based
on the number of installed benches. The more benches installed the more the revenue payments will be
increased to the City of Edgewater. *
21.1. $156.00 per bench for year for the term of the contract.
22. COA shall pay installments (1/12) to THE CITY for each installed Advertising Amenity at the rate set out in
Clause 21 each and every month commencing on the first month of this Agreement. This payment will be due
within 90 days following the completion of the month the payment relates to.
23. By April 30 of each year, COA shall, if so requested by THE CITY , provide THE CITY with financial statements
satisfactory to THE CITY MANAGER showing the revenues received or receivable for all Advertising Amenities
for the previous calendar year.
24. THE CITY or anyone designated by THE CITY in writing shall have the right at all reasonable times to audit and
inspect accounts, records, receipts, vouchers and other documents relating to the Advertising revenues
associated with amenities installed under this agreement and shall have the right to make copies thereof and
take extracts there from. COA shall make available all facilities reasonably necessary for such audits or
inspections. All associated audit costs shall be borne by THE CITY .
EXCLUSIVITY
25. COA shall have the exclusive right to supply advertising on the Advertising Amenities described under this
Agreement during the Term provided the Agreement is in good standing.
REGULATION OF ADVERTISING COPY/STANDARDS
26. COA covenants and agrees that all sponsorship panels must be aesthetically pleasing and fit into the
environments in which they are placed. Sponsorship panel copy and design must not contain any material,
language, representation or image which discriminates on any prohibited grounds of discrimination as set out
in the Human Rights Code, and all advertising copy and design must comply with Advertising Standards Codes
and Guidelines including but not limited to the American Code of Advertising Standards and with all laws.
Advertisements shall not:
26.1. contain inaccurate or deceptive claims or statements;
26.2. present products prohibited from Sale to minors in such a way as to appeal particularly to persons
under legal age;
26.3. present demeaning or derogatory portrayals of individuals or groups;
26.4. take a stand on controversial societal issues;
26.5. exploit violence or sexuality;
26.6. promote tobacco products;
26.7. interfere with the operation of equipment of the provision of programs and services; and
26.8. violate or conflict with any existing THE CITY policies or any new policies which may be adopted.
27. COA shall remove any advertising that is deemed by THE CITY MANAGER in his or her sole discretion not to
comply with the provisions herein or is otherwise objectionable within 24 hours of THE CITY giving COA notice,
failing which THE CITY may remove such a panel at the sole expense of COA.
PROVISION OF PROMOTION AMENITIES & TERMS
28. COA agrees to make accessible to THE CITY (upon 30 days written notice), 10% of the unsold, available
amenities of THE CITY under this Agreement during any month for use by THE CITY (or their agencies) free of
charge for public service messages or advertising for municipal purposes. THE CITY will be responsible for the
cost of designing, producing and supplying such public service messages or municipal advertising to COA. COA
will be responsible for installation and removal of the advertising at COA’s sole expense. COA will install THE
CITY messaging on the 15th of the month following the date of receipt of a final copy of THE CITY messaging.
COA will install all CITY promotional messaging as a part of its regular posting procedures. Signs will be
installed and removed ONLY on the 15th of each month following the date of receipt of a finished copy of CITY
messaging.
OWNERSHIP
29. COA shall provide Amenities (where space requirements permit), and retain the full ownership. COA shall be
solely responsible for the maintenance and repair of the Amenities provided.
30. It is agreed that Amenities provided under this Agreement will remain the property of COA and on the
termination of this Agreement shall be removed by COA or otherwise disposed of, unless otherwise agreed to
by the parties in writing, and COA shall restore the sites to the condition they were in immediately prior to the
installation of the Amenities, all at COA’s sole expense.
TERMINATION FOR JUST-CAUSE/REMEDY
31. If COA neglects or fails to carry out or to comply with any of the terms, covenants, undertakings or conditions
of this Agreement, THE CITY MANAGER may, after having given written notice to COA of such default and
which default was not corrected to the satisfaction of THE CITY MANAGER within 30 days of the notice being
given, terminate this Agreement by giving 90 days notice in writing to COA and this Agreement shall be
deemed to be terminated on the day specified in the notice and on termination. Upon such notice having
been so delivered or sent, COA shall forthwith at COA’s entire expense remove all Amenities. The sites from
which the Amenities were removed shall be restored at COA’s expense to the condition they were in
immediately prior to the installation of the Amenities and to the satisfaction of THE CITY MANAGER.
32. Where COA fails to remove any Amenity or to restore any site as required by this Agreement at the
termination of this Agreement or as otherwise required under this Agreement, THE CITY may arrange for the
removal of all or any of the Amenities and the related site restoration and COA shall be solely responsible for
paying to THE CITY all reasonable costs incurred by THE CITY for such work.
33. COA may terminate this Agreement for convenience at any time and for any reason. COA shall give THE CITY
minimum 60 days’ notice in advance of the date of termination for convenience. The Agreement shall
terminate and the parties shall have no further liability to each other except for obligations outstanding at the
time of the effective date of the termination of this Agreement. The terms of this Agreement shall remain in
effect until the date of termination.
NOTICE
34. The parties hereto further agree that all notices, demands and requests in writing may be sent by ordinary
prepaid mail or by fax to:
To: CITY OF EDGEWATER
Name / Title: FirstName LastName, Topersonposition
Address: Streetnumber Streetname
EDGEWATER, FLORIDA, ZipCode
Fax # Tofax
COA: Creative Outdoor Advertising
Municipal Relations
8875 Hidden River Pakway, Suite 300
Tampa, Florida 33637
Email: Municipal@CreativeOutdoor.com
35. Service by mail shall be deemed effective the 3rd day after mailing and service by fax shall be deemed upon
sending by fax. Each party shall ensure that the other party is notified in writing immediately of any changes
in the contact information above.
ACTS OF GOD
36. Any delays in or failures of performance by a party under this Agreement shall not be considered a breach of
this Agreement if and to the extent caused by occurrences beyond control of the party affected, including but
not limited to: acts of god, epidemics, changes in regulations or laws by any government, strikes or other
concerted acts of workers, fires, floods, war, civil commotion, shortages of labor, materials or equipment; and
any time for performance hereunder shall be extended by the actual time of delay caused by such occurrence.
INSOLVENCY
37. It is further agreed that should COA become insolvent, bankrupt, unable to pay its debts, make an authorized
assignment, or compromise to their creditors and be unable to perform their duties under this Agreement,
THE CITY without prejudice to its other lawful rights and remedies may forthwith terminate this Agreement by
written notice and the time limit set forth in Clause 31 of this Agreement shall be waived.
ASSIGNMENT
38. COA may not assign their rights or obligations under this Agreement, or portions thereof without the written
approval of THE CITY which not be unreasonably withheld.
INDEMNITY
39. Notwithstanding anything else contained in this agreement and except as provided expressly below in this
paragraph, COA will not be liable or obligated to CITYName or any other person or entity with respect to any
matter or thing relating, directly or indirectly, to this agreement under any contract, negligence, strict liability
or other legal or equitable theory for any indirect, incidental, special or consequential damages including,
without limitation, any capital expenditures, reliance costs, lost profits, lost revenues or lost business
opportunities even if the parties hereto had been advised of the possibility of such damages. Subject to the
foregoing exclusions, COA aggregate liability in connection with or arising, directly or indirectly, out of or from
this agreement and its performance or non-performance shall not exceed, under any circumstances
whatsoever, in aggregate the greater of (a) the aggregate amount paid by COA to THE CITY pursuant to this
agreement as of the date of any claim made against COA by THE CITY hereunder and (b) the stated face
amount of any letter of credit, performance bond or similar instrument provided to CITYName by COA (or
provided to THE CITY by any financial institution or insurance or bonding company on behalf of COA) as
security for the performance by COA to THE CITY of its obligations under this agreement.
40. COA shall be responsible for any and all damages, or claims for damages for injuries or accidents done or
caused by it or its employees or contractors, or resulting from the prosecution of the work, or any of its
operations, or caused by reason of the existence or location or condition of the work, or of any materials,
paint or machinery used hereon or herein or which may happen by reason hereof, or arising from any failure,
neglect or omission on their part, or on the part of any of their employees or contractors, to do or perform any
or all of the several acts or things required to be done by it or them under and by this Agreement. COA
covenants and agrees to hold THE CITY harmless and indemnified for all such damages and claims for damage;
and in case COA’s failure, neglect or omission to observe and perform faithfully and strictly, all the provisions
of this Agreement, THE CITY may, 30 days after having given notice in writing of such failure, neglect or
omission, take such steps, procure such material, items, trucks and workers and so such work or things as they
may deem advisable toward carrying out and enforcing the same and may, to the extent of the costs thereof,
charge these costs back to be paid by COA and may recover such costs in any court of competent jurisdiction
as a debt due and owing by COA to THE CITY .
41. COA covenants and agrees to, from time to time and at all times hereafter, well and truly save, defend and
keep harmless and fully indemnify THE CITY and their officers, servants or agents, from and against all actions,
suits, claims, liens, and demands which may be brought against or made upon THE CITY , their officers,
servants, or agents and of, from and against all loss, costs, charges, damages and expenses which may be paid,
sustained or incurred by THE CITY , their officers, servants by reason of, or on account of or in consequence of
the execution and performance of the contract work, or the non-execution or imperfect execution of the
contract work or the supply or non-supply of the work or otherwise by reason of or arising out of the right to
occupy portions of the untraveled public highways hereby granted and COA will pay to THE CITY or any of their
officers, servants or agents, on demand, as the case may be, which may be paid, sustained or insured by the
suits, claims, liens, executions or demands and all monies paid or payable by THE CITY or such officers,
servants, or agents in settlement or in discharge thereof or on account, thereof and that in default of such
payment all loss, costs, changes, damages and expenses and all monies so paid or payable by THE CITY or such
officers, servants, or agents may or may be recovered from COA in any Court of competent jurisdiction as
monies paid at COA's request and COA hereby authorize and empower THE CITY or thereafter their solicitors
for the time being to settle or compromise as THE CITY or their solicitors may deem expedient, any actions,
suits, claims, liens, executions or demands which may be brought against or made upon THE CITY , their
officers, servants, or agents by reason of, or on account of or in performance of the Agreement and the
performance of the Agreement or the non-execution or imperfect execution of the contract work and the
supply or non-supply of the contract work or otherwise by reason of or arising out of or as a result of this
Agreement or the permission to occupy portions of the highways hereby given.
42. In addition to and without limiting any of the other indemnification obligations of COA pursuant to this
Agreement, COA covenants to indemnify and save harmless THE CITY from any and all claims, liabilities,
damages, costs, expenses, suits or actions, or other proceedings by whomsoever made, sustained, brought or
prosecuted in any manner resulting from any claim relating to the placement or removal of advertisement(s)
on any Amenities and to inventions, copyrights, trademarks, patents, industrial designs and rights thereto
used in the work done or in the advertising placed on the Amenities, provided that COA shall have no
obligation of indemnity hereunder with respect to any advertisement supplied to COA by THE CITY .
INSURANCE
43. COA agrees to procure and maintain for the duration of this agreement, liability insurance relative to each
Amenity installed in which THE CITY are names insured equal to or in excess of the following minimum
requirements and COA further agrees to file with THE CITY and, a copy of the certificate of Liability Insurance
evidencing such requirements. The Liability insurance policy shall:
43.1. Have a limit of liability of not less than FIVE MILLION DOLLARS ($5,000,000.00) for any one occurrence
and the amount of such liability insurance shall be increased at the request of THE CITY based on
reasonable grounds acceptable to COA;
43.2. Be comprehensive Liability Insurance covering all operations and liability assumed under this Agreement;
43.3. Not contain any exclusions or limitations in respect of shoring, underpinning, razing or demolition of any
building or structure, collapse of any structure or subsidence of any property, structure or land from any
cause;
43.4. Contain a cross-liability clause;
43.5. COA shall be responsible for deductible amounts (which amounts shall be mutually satisfactory to COA
and THE CITY ) under the policies.
AGREEMENT DEFINITION
44. No amendment of this Agreement shall be deemed valid unless effected by a written amendment signed by
both parties and no waiver of rights of any kind under this Agreement shall be effective unless in writing by
the party for whom they are a benefit
45. This Agreement shall be subject to, and interpreted in accordance with the State of FLORIDA.
46. Clauses 39 to 42 shall survive termination or expiration of this Agreement, and shall continue in full force and
effect subsequent to and notwithstanding such termination or expiration until or unless they are satisfied, by
their very nature expire, or they are waived in writing by the party for whom they are a benefit.
47. If any provision of this Agreement is held to be unenforceable or invalid, then the remaining provisions of this
Agreement will remain in full force and effect.
48. This Agreement constitutes the entire Agreement between the parties to this Agreement and supersedes any
prior agreements and understandings, oral or written.
49. The parties agree and expressly confirm that THE CITY has conferred upon COA certain exclusive license rights
to use municipal lands in connection, and solely in accordance, with the terms of this Agreement and COA has
no leasehold and/or tenancy and/or other interests or rights of any nature or kind whatsoever in any real
property of THE CITY in connection with the execution, delivery and/or performance of this Agreement by the
parties. Further, should THE CITY or ANY agency on behalf of THE CITY levy any form of occupancy or property
tax of any kind on; or associated with; the product supplied under this agreement, THE CITY shall be
responsible for the payment of such taxes.
50. COA shall be responsible for all property taxes levied in association with any premises occupied by COA that
are not located on CITY property.
51. Use of the word "will" or "shall" in this Agreement creates a mandatory obligation.
52. The insertion of headings is for convenience of reference only and shall not be construed so as to affect the
interpretation or construction of this Agreement.
53. All contracts, whether of employment or otherwise, entered into by the Company with respect to this
Agreement, including without limiting the generality of the foregoing, agreements with a Third Party, shall be
made by the Company as principal and not as agent of THE CITY and THE CITY shall have no liability thereon.
54. Should any provision of this Agreement be void, voidable or unenforceable for any reason whatsoever, it shall
be considered separate and severable from the remaining provisions of this Agreement, which shall remain in
force and be binding as though the said provision had not been included.
55. This Agreement shall not be modified, varied or amended except by an instrument in writing signed by the
parties hereto.
IN WITNESS WHEREOF the parties hereto have hereunto set their hands and seals.
Dated at ____________________ this day of ______________, ______________
THE CITY of EDGEWATER
______________________________________________
______________________________________________
Dated at ____________________ this _______________ day of ______________, ______________
CREATIVE OUTDOOR ADVERTISING
______________________________________________
Name: ________________________________________
Title: _________________________________________
I have the authority to bind the corporation
City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:AR-2022-0188,Version:1
COUNCIL AGENDA ITEM
SUBJECT:
Southeast Volusia Regional Crisis Negotiations Team (SEVRNT) Mutual Aid Agreement
DEPARTMENT:
Police
SUMMARY:
The Cities of Port Orange,Daytona Beach Shores,Edgewater,New Smyrna Beach and South Daytona intend
to form a law enforcement joint crisis negotiations team separate from the joint SWAT team already in
existence.The creation of the negotiations team would permit responses by negotiators during incidents in
which the SWAT team may or may not be needed.The crisis negotiation team has special skills,training,and
equipment to respond to exceptional situations that require a negotiator.The combining of resources and staff is
a force multiplier.The City of Edgewater Police Department currently has two (2)negotiators on staff.The
approval of the mutual aid agreement would provide access to ten (10)negotiators during incidents,which are
often rapidly evolving.
BUDGETED ITEM:☐ Yes ☐ No ☒ Not Applicable
BUDGET AMENDMENT REQUIRED:☐ Yes ☐ No ☐ Not Applicable
RECOMMENDED ACTION:
Staff recommends authorization for the City Manager and Police Chief to sign the agreement.
City of Edgewater Printed on 4/19/2022Page 1 of 1
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SOUTHEAST VOLUSIA REGIONAL CRISIS NEGOTIATIONS TEAM (SEVRNT) MUTUAL
AID AGREEMENT BETWEEN THE CITIES OF PORT ORANGE, DAYTONA BEACH
SHORES, EDGEWATER, NEW SMYRNA BEACH AND SOUTH DAYTONA
WITNESSETH
Whereas, the Cities of Port Orange, Daytona Beach Shores, Edgewater, New Smyrna
Beach and South Daytona (collectively referred to herein as the “Cities”) are so located in
relation to each other that it is to the advantage of each to share specific law enforcement
services and resources to adequately respond to:
(1) Intensive law enforcement situations including, but not limited to, emergencies as
defined in Section 252.34, Florida Statutes; and
(2) Exceptional situations, circumstances and events requiring personnel with
special skills, training and equipment.
; and
Whereas, the Cities have the authority under Section 23.12 through Section 23.127, et
seq., Florida Statutes, the “Florida Mutual Aid Act,” to enter into a combined mutual aid
agreement for law enforcement service which:
(1) Provides for rendering of assistance in a law enforcement emergency, as defined
in Section 252.34, Florida Statutes; and
(2) Permits voluntary cooperation and assistance of a routine law enforcement
nature across jurisdictional lines.
; and
Whereas, the Cities desire to form a Joint Crisis Negotiations Team (known as the
Southeast Volusia Regional Crisis Negotiations Team, abbreviated as “SEVRNT”), and
hereafter referred to as “the Team”, consisting of highly dedicated law enforcement personnel
from each of the Cities with special skills, training and equipment to respond to exceptional
situations, circumstances, and events requiring action by the Team.
NOW, THEREFORE, the Cities agree as follows:
SECTION 1. DEFINITIONS:
Incident Commander: The Chief of Police, or their designee, of the jurisdiction in which an
incident requiring emergency response is occurring.
SEVRNT: The Team is made up of a group of Team Members who are specially trained,
equipped and readily available to respond to high risk/critical incidents requiring crisis
intervention or negotiation efforts that are beyond the scope and training of law enforcement
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personnel generally assigned to routine patrol or law enforcement functions. Team Members
shall, when acting in the capacity of the Team, be under the direct supervision of the Team
Commander. The Team supports each of the Cities with a response to critical incidents
requiring crisis intervention or negotiations. High risk/critical incidents requiring crisis
intervention or negotiations include, but are not limited to:
(a) Barricaded subjects and/or hostage negotiations and rescues.
(b) Terrorist acts involving barricaded subjects and/or hostages.
(c) Suicide threats.
(d) Active assailants
(e) Civil unrest events
(f) Any other situations where lives are endangered and negotiations may
resolve the incident without injury to those involved.
The primary responsibility of the Team is to provide a systematic approach to saving lives. As
such, the specific circumstances will dictate the negotiations necessary to adequately protect
the public and the Team Members involved. Resolution of some incidents may require the
intervention and specific application of various levels of force by SEVR SWAT Team Members
up to, and including, lethal force.
Team Commander: A Team Member designated by a majority vote of each of the Chiefs of
Police for the Cities, to act as the Team Commander. The Team Commander is accountable
for effectively directing, controlling, and coordinating the operational duties and related
administrative tasks of the Team. During an unusual occurrence or high-risk incident, the
Team Commander shall report directly to the Chief of Police, or designee, within the
jurisdiction in which the Team is conducting an operation. The Team Commander shall
maintain direct supervision of operational activities of Team Members.
Team Leader: A Member of the Team designated by the Team Commander to act as Team
Leader. The Team Leader shall act as the Team’s Commander in the absence of the Team
Commander. The Team Leader shall, in concert with the Team Commander, establish a
response plan for each activation of the Team and be responsible for the supervision and
deployment of Team Members.
Team Member: A sworn officer trained in Hostage Negotiations, as well as additional courses
of instruction as they become available to enhance their capabilities. Only members assigned
to the Team by their respective Chief of Police shall be eligible to serve on the Team as a
Team Member. Team Members will be assigned a specific duty/task and/or responsibility by
the Team Commander or Team Leader at the scene of each activation of the Team.
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SECTION 2. PROVISIONS FOR OPERATIONAL ASSISTANCE:
(a) The Cities hereby approve and enter into this Agreement whereby each of the
Cities agrees to contribute the personnel, equipment, facilities and resources
necessary for the Team to perform the functions agreed upon by the Cities and
outlined in this Agreement. If one of the Cities is experiencing a law enforcement
issue within the scope of the Team’s expertise, that city may call upon the Team
for assistance.
(b) Each of the Cities will maintain a consistent policy and procedure directive as it
relates to the requirements, operation, deployment, training, and equipment of
the Team.
(c) When activated, the Team Commander reports to the Incident Commander or
the on-scene supervisor, unless otherwise determined by the Chief of Police, or
designee, in order to conduct Team operations within the jurisdiction in which the
Team is activated..
(d) All Team operations shall be consistent with the guidelines outlined by the
National Council of Negotiation Associations (NCNA) and FBI Crisis Negotiation
Unit (CNU).
(e) The Team Commander shall be responsible for the deployment of the Team,
including the Team’s equipment, decision making, and resolution of the incident.
(f) Unless the Team Commander relinquishes control to another law enforcement
officer who is not a Team Member, no other person except the Chief of Police
within the jurisdiction in which the Team is conducting an activation , or designee,
who is not the Team Leader or Team Commander, will attempt to direct,
supervise, or control any element or Team Member.
(g) In the event of a combined response of both the Team and the SEVR SWAT
Team, the Team Commander, or designee, shall coordinate efforts with the Team
Commander of the SEVR SWAT Team to ensure efficiency of the
activation/operation and safety of all parties involved.
(h) Consistent with NCNA guidelines, the Team shall conduct regular and
reoccurring training. Each of the Cities shall jointly develop training lesson plans
and schedules and schedule the training sessions. All training shall be
performance oriented and related to tasks and missions performed by the Team.
On occasion, Team training may take place in conjunction with other training
within one of the Cities. Should a situation arise that prevents the Team from
completing the full requirements in a given quarter, the reason shall be
documented in a memorandum addressed to the Chiefs of Police of the Cities.
Each of the Cities shall ensure that all Team Members are properly trained and
certified in the use of special equipment. Joint training of the Team shall be
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coordinated and implemented by the Chiefs of Police of the Cities or their
designees. A minimum of 40 hours of training will be completed by each Team
member on an annual basis. Training records shall be completed by the Team
Commander, or designee and maintained for use in Accreditation standards or
other administrative functions for each of the Cities, in addition to in accordance
with law.
(i) Each of the Cities shall conduct an annual inventory and inspection of all Team
equipment and supplies to ensure operational readiness and provide a copy to
each of the other Cities.
(j) Each of the Cities shall ensure that all Team Members have the required
equipment for the operations to which the Team may be assigned.
(k) The Team Leader shall prepare an after-action report on all activations that
involve the deployment of the Team. Such records shall be kept by the Team
Commander with copies sent to the designated records liaison in each of the
Cities and maintained in accordance with law.
(l) Requests to utilize the Team for a planned event may be made by any of the
Cities by its Chief of Police. Final approval for the Team deployment shall be
made by the Team Commander.
(m) At a minimum, each of the Cities shall supply its Team Members with the
following equipment:
(1) Ballistic vest
(2) Handheld radio with operational frequencies
(3) Handgun
(4) Handcuffs
(5) One short sleeve SEVRNT shirt
(6) One long sleeved SEVRNT shirt with the word “negotiator” along the
left sleeve and the acronym “SEVRNT” along the right sleeve for use
under external ballistic carriers
(n) As a whole, the Cities will ensure Team members of the SEVRNT will
have access to the following equipment for use in activations:
(1) Throw phone(s)
(2) Cellular device for use in communications
(3) Computer with internet capabilities for ease of access to social media
(4) Ballistic shield
(5) Tool kit containing at a minimum: bolt cutters, wire snips, pry bar or
halogen tool, hammer, standard screwdriver set and Phillips
screwdriver set.
(6) Bullhorn(s)
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SECTION 3. PROVISIONS FOR VOLUNTARY COOPERATION:
The Cities hereby approve and enter into this Agreement whereby each of the Cities
may request and render voluntary law enforcement cooperation and assistance across
jurisdictional lines for the incidents outlined in this Agreement and related law enforcement
situations.
SECTION 4. PROCEDURE FOR REQUESTING ASSISTANCE:
(a) If one of the Cities is in need of emergency assistance as set forth above, it shall
notify the Team Commander or Team Leader and provide appropriate
information (e.g., nature of the law enforcement assistance requested). Requests
for assistance will be made through Central Dispatch to be sent via the Code
Red system.
(b) Each of the Cities is responsible for tracking mutual aid requests made or
received in accordance with this Agreement and may revise the contact person
designated above by advising the other Cities in writing.
(c) The Chief of Police in whose jurisdiction assistance is being rendered may
determine who is authorized to lend assistance in their jurisdiction, for how long
such assistance is authorized, and for what purpose such authority is granted.
This authority may be granted either verbally or in writing as the particular
situation dictates.
SECTION 5. COMMAND AND SUPERVISORY RESPONSIBILITIES:
(a) Whenever a Team Member is rendering aid pursuant to this Agreement, they
shall abide by, and be subject to, the rules and regulations, personnel policies,
general orders, and standard operating procedures of their employer. If any such
rule, regulation, personnel policy, general order, or standard operating procedure
is contradicted, contravened, or otherwise in conflict with a direct order of a
superior officer of one of the requesting Cities, then such rule, regulation, policy,
general order, or standard operating procedure of their employer shall control
and supersede the direct order.
(b) Whenever there is cause to believe that a complaint has arisen as a result of
Team action as it may pertain to this Agreement, the city in which the Team
operated and gave rise to the complaint shall be responsible for documenting the
complaint to ascertain at a minimum:
(1) The identity of the complainant.
(2) An address where the complaining party can be contacted.
(3) The specific allegation.
(4) The identity of the employees accused without regard to City affiliation.
6
(c) The city responsible for documenting the complaint shall expeditiously provide
the city or cities employing the subject officer(s) with this information, along with
a copy of all applicable documentation. The City employing the person who is the
subject of the complaint shall be responsible for conducting an appropriate
review.
SECTION 6. LIABILITY:
Each of the Cities engaging in any mutual cooperation and assistance pursuant to this
Agreement agree to assume responsibility for the acts, omissions, or conduct of such City’s
own employees while engaged in rendering such and pursuant to this Agreement, subject to
the provisions of Section 768.28, Florida Statutes, where applicable. None of the Cities waive
any sovereign immunity protection provided by law. Team Members are responsible for their
own safety as well as the safety of other Team Members, and the public. This Agreement shall
in no event confer upon any person, corporation, partnership, or other entity, including the
Cities hereto, the right to damages or any other form of relief against any of the Cities in this
Agreement for operations or omissions hereunder. Any property damage occurring during an
activation, except as provided in Section 7 (b), is the responsibility of the city in whose
jurisdiction the Team was operating. Uses of force by a Team Member shall be investigated by
the agency of which the Team Member is employed.
SECTION 7. POWERS, PRIVILEGES, IMMUNITIES, AND COSTS:
(a) Pursuant to the provisions of Section 23.127 Florida Statutes, a Team Member
who renders aid outside the city in which the Team Member is employed but
inside the state in accordance with this Agreement shall have the same powers,
duties, rights, privileges, and immunities as if performing duties inside the Team
Member’s political subdivision in which normally employed.
(b) Each of the Cities that furnishes equipment pursuant to this Agreement shall bear
the cost of loss or damage to that equipment and must pay any expense incurred
in the operation and maintenance of that equipment.
(c) The Cities shall be responsible for providing compensation and benefits to their
respective employees providing services hereunder, including but not limited to
salary, overtime, health insurance, disability insurance, life insurance, liability
insurance, workers compensation, pension/retirement, vacation time, sick leave,
and any amounts due for personal injury or death.
(d) The privileges and immunities from liability; exemption from laws, ordinances,
and rules; and all pension, insurance, relief, disability, workers’ compensation,
salary, death, and other benefits that apply to the activity of an employee of a
City when performing the employee’s duties within the territorial limits of the
employee’s City apply to the employee to the same degree, manner, and extent
while engaged in the performance of the employee’s duties extraterritorially
under the provisions of this Mutual Aid Agreement. The provisions of this
Agreement shall apply with equal effect to paid, volunteer, and auxiliary
employees.
7
(e) Nothing herein shall prevent any of the Cities from seeking supplemental
appropriations from the governing authority having budgeting jurisdiction, or
funds from other available sources, such as grants, to reimburse any of the Cities
for any actual costs or expenses incurred by its performing hereunder.
SECTION 8. TERM:
This Agreement shall take effect upon execution and approval by the hereinafter named
officials and shall continue in full force and effect through September 30, 2026, unless
otherwise terminated as provided for herein.
SECTION 9. TERMINATION:
Any of the Cities may terminate its participation in this Agreement for convenience upon
delivery of written notice to the other Cities no less than 90 days before the date of termination.
The liability provisions of this Agreement shall survive any such termination. Termination by
any one or more of the Cities does not impact the effectiveness of this Agreement as to the
remaining Cities.
SECTION 10. RELATION TO OTHER AGREEMENTS:
Nothing herein is intended to abrogate any other agreements, or portions thereof,
between the Cities.
SECTION 11. MISCELLANEOUS PROVISIONS:
(a) Each of the Cities shall adopt and enforce written policy that is consistent with
this Agreement and applicable law. Each of the Cities shall also train its law
enforcement officers on extraterritorial jurisdiction including, but not limited to, the
parameters of mutual aid agreements.
(b) All Team Members, regardless of rank or position, must maintain acceptable
standards of performance.
(c) All Team Members, regardless of rank or position, must maintain firearms
qualification by passing the CJSTC handgun course.
(d) All Team Members must successfully complete a Hostage Negotiations Course.
(e) Nothing in this Agreement shall be construed as any transfer or contracting away
of the powers or functions of any one of the Cities to the other.
(f) This Agreement does not grant law enforcement powers for purposes of law
enforcement related off-duty employment.
(g) In the event of a conflict between the provisions of this Agreement and the
“Florida Mutual Aid Act,” the provisions of the Florida Mutual Aid Act shall control.
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(h) This Agreement contains the entire understanding between the Cities and shall
not be renewed, amended, or extended except in writing.
(i) This Agreement shall be construed in accordance with Florida law. The venue of
any litigation arising hereunder shall be Volusia County, Florida.
IN WITNESS WHEREOF, the Cities have caused this Agreement to be executed by the
undersigned persons as duly authorized.
SIGNATURE PAGES FOLLOWS
9
Attest: CITY OF DAYTONA BEACH SHORES
___________________________ ______________________________
Michael Booker, City Manager Stephan Dembinsky
Date: ______________________ Director of Public Safety
Approved as to form and legality:
___________________________
Lonnie N. Groot, City Attorney
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Attest: CITY OF EDGEWATER
___________________________ ______________________________
Glenn Irby, City Manager Joe Mahoney
Date: ______________________ Chief of Police
Approved as to form and legality:
___________________________
Aaron Wolfe, City Attorney
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Attest: CITY OF NEW SMYRNA BEACH
___________________________ ______________________________
Mayor Russ Owen Khalid Resheidat
Date: ______________________ City Manager
Approved as to form and legality:
___________________________
Carrie Avallone
City Attorney
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Attest: CITY OF SOUTH DAYTONA
_______________________________ ______________________________
Mark Cheatham Chief of Police James Lester Gillis
Date: ______________________ City Manager
Approved as to form and legality:
___________________________
Scott Simpson, City Attorney
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Attest: CITY OF PORT ORANGE
_______________________________ ______________________________
Robin L. Fenwick, MMC Donald O. Burnette
Date: ______________________ Mayor
Approved as to form and legality:
___________________________
Matthew J. Jones, City Attorney
City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:AR-2022-0194,Version:2
COUNCIL AGENDA ITEM
SUBJECT:
Continuous Monitoring Equipment for the Wastewater Facility
DEPARTMENT:
Environmental Services
SUMMARY:
The attached quotation is for replacement analytical monitoring equipment at the City’s Advanced Wastewater
Treatment Plant (WWTP). Environmental Services Department is requesting the further standardization of its
continuous wastewater monitoring equipment for all wet chemistry applications through the use of Hach
equipment. The facility uses eight (8) Hach units for the monitoring of turbidity, total residual chlorine, pH, and
dissolved oxygen. These parameters are required to be monitored and reported to the Federal Department of
Environmental Protection (FDEP) as part of the City’s WWTP operating permit. All monitoring units are linked
to the plant’s Supervisory Control and Data Acquisition (SCADA) system, providing continuous monitoring
necessary to process wastewater efficiently and achieve permit compliance.
The majority of the facility’s benchtop lab equipment is also manufactured by the Hach Company. The
standardization of this equipment will further provide consistency when performing daily comparison checks,
which will use the same chemistry parameters and/or technology in both the lab benchtop units and the
continuous monitoring equipment.
BUDGETED ITEM:☐ Yes ☒ No ☐ Not Applicable
BUDGET AMENDMENT REQUIRED:☒ Yes ☐ No ☐ Not Applicable
RECOMMENDED ACTION:
Motion to approve the proposal from Hach in the amount of $31,286.24 for continuous monitoring equipment
for the wastewater facility.
City of Edgewater Printed on 4/19/2022Page 1 of 1
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City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:2022-O-04,Version:2
ITEM DESCRIPTION:
2nd Reading -Ordinance No.2022-O-04 -Joseph Smith,requesting annexation of .32±acres of land located at
153 N. Cory Drive
OWNER: Joseph Smith
REQUESTED ACTION: Annexation
LOCATION: 153 N. Cory Drive (PID# 841205000280)
AREA: .32± acres
PROPOSED USE: Single Family Residence
CURRENT LAND USE: Vacant
FLUM DESIGNATION: Volusia County Urban Low Intensity
ZONING DISTRICT:Volusia County R-3W (Urban Single Family Residential)
VOTING DISTRICT: 4
SURROUNDING AREA:
Current Land Use FLUM Designation Zoning District
North Vacant City Conservation City Public/Semi-Public
East Single Family Residence Volusia County Urban Low
Intensity
Volusia County R-3W (Urban
Single Family Residential)
South Vacant Volusia County Urban Low
Intensity
Volusia County R-3W (Urban
Single Family Residential)
West Single Family Residence Volusia County Urban Low
Intensity
Volusia County R-3W (Urban
Single Family Residential)
Background:The subject property is located on North Cory Drive and is within the Interlocal Service Boundary Area adopted in
2015,which allows the annexation of certain lands not contiguous to the City limits.The annexation of the subject property allows
for more efficient delivery of municipal services.This property is currently vacant and there are plans to construct a single family
home.As vacant,this property should generate approximately $325.68 in revenue annually for the City.Once the property is
improved, the annual revenue to the City should be approximately $2,085.
Amendments to the Future Land Use and Zoning Maps shall occur simultaneously with the annexation.The Planning and Zoning
Board recommended approval of this item on March 9,2022.This item was approved at first reading by City Council on April 4,
2022.
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File #:2022-O-04,Version:2
Land Use Compatibility:The subject property is located in a residential neighborhood known as Cory Estates.
Adequate Public Facilities:The subject property has access via North Cory Drive.City water is available to the property;
wastewater lines are not yet available.
Comprehensive Plan Consistency:The annexation of the subject property is consistent with Objective 1.8 of the Future Land Use
Element.
RECOMMENDED ACTION
Motion to approve Ordinance No. 2022-O-04.
City of Edgewater Printed on 4/19/2022Page 2 of 2
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Strike through passages are deleted. 1
Underlined passages are added.
2022-O-04
ORDINANCE NO. 2022-O-04
AN ORDINANCE ANNEXING .32± ACRES OF CERTAIN REAL
PROPERTY LOCATED AT 153 N. CORY DRIVE (PARCEL
IDENTIFICATION NUMBER 841205000280), VOLUSIA COUNTY, INTO
THE CITY OF EDGEWATER, FLORIDA; SUBJECT TO THE
JURISDICTION, OBLIGATIONS, BENEFITS AND PRIVILEGES OF
THE MUNICIPALITY; AMENDING THE DESCRIPTION OF THE CITY
OF EDGEWATER CORPORATE LIMITS; PROVIDING FOR FILING
WITH THE CLERK OF THE CIRCUIT COURT, VOLUSIA COUNTY,
THE VOLUSIA COUNTY PROPERTY APPRAISER AND THE
DEPARTMENT OF STATE; PROVIDING FOR CONFLICTING
PROVISIONS, SEVERABILITY AND APPLICABILITY; PROVIDING
FOR AN EFFECTIVE DATE, RECORDING AND ADOPTION.
WHEREAS, the City Council of the City of Edgewater, Florida, has made the following
determinations:
1. Joseph Smith, owner, has applied for annexation of property located at 153 N.
Cory Drive within Volusia County, Florida. Subject property contains approximately .32± acres.
2. The owner has voluntarily petitioned (applied) the City of Edgewater for
annexation pursuant to Section 171.044, Florida Statutes.
3. The property is located within the Interlocal Service Boundary Agreement
mutually adopted by Volusia County and the City. The conditions for annexation and the
economics thereof are satisfactory.
4. The boundaries of Voting District 4 of the City of Edgewater are hereby
designated to include the property described herein.
5. During the Planning and Zoning Board meeting on March 9, 2022, the Board
recommended that the property be annexed into the City of Edgewater.
NOW, THEREFORE, BE IT ENACTED by the People of the City of Edgewater,
Florida:
Strike through passages are deleted. 2
Underlined passages are added.
2022-O-04
PART A. ANNEXATION OF CERTAIN REAL PROPERTY INTO THE
CITY OF EDGEWATER, FLORIDA.
1. Pursuant to Section 171.044, Florida Statutes, that certain real property described
in Exhibit “A” and depicted in the map identified as Exhibit “B”, which are attached hereto and
incorporated by reference, is hereby annexed into and made part of the City of Edgewater,
Florida, and shall be subject to the jurisdiction, obligations, benefits and privileges of the
municipality.
2. The boundaries of the City of Edgewater are hereby redefined to include the
property described herein and depicted in the map identified as Exhibit “B”.
3. Pursuant to Section 2.01 of the Charter of the City of Edgewater, Florida, that
certain document entitled “Description of City of Edgewater Corporate Limits” shall be amended
accordingly.
4. Within seven (7) days after adoption, copies of this ordinance shall be filed with
the Volusia County Clerk of the Circuit Court, the Volusia County Property Appraiser, the
Volusia County Manager, the Mapping Division of the Volusia County Growth Management
Department, and the Department of State.
PART B. CONFLICTING PROVISIONS.
All conflicting ordinances and resolutions, or parts thereof in conflict with this ordinance,
are hereby superseded by this ordinance to the extent of such conflict.
PART C. SEVERABILITY AND APPLICABILITY.
If any portion of this ordinance is for any reason held or declared to be unconstitutional,
inoperative, or void, such holding shall not affect the remaining portions of this ordinance. If
this ordinance or any provisions thereof shall be held to be inapplicable to any person, property,
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2022-O-04
or circumstances, such holding shall not affect its applicability to any other person, property, or
circumstance
PART D. RECORDING.
Upon approval and execution, this document shall be delivered to the Clerk of Court for
recording into the public records of Volusia County, Florida.
PART E. EFFECTIVE DATE.
This ordinance shall take effect upon adoption.
PART F. ADOPTION.
After Motion to approve by Councilwoman Power, with Second by Councilman
Powers the vote on the first reading of this ordinance held on April 4, 2022, was as follows:
AYE NAY
Mayor Mike Thomas EXCUSED
Councilwoman Christine Power X
Councilwoman Gigi Bennington X
Councilwoman Megan O’Keefe X
Councilman Jonah Powers X
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2022-O-04
After Motion to approve by with Second by
_________, the vote on the second reading/public hearing of this
ordinance held on _______________ was as follows:
AYE NAY
Mayor Mike Thomas
Councilwoman Christine Power
Councilwoman Gigi Bennington
Councilwoman Megan O’Keefe
Councilman Jonah Powers
PASSED AND DULY ADOPTED this day of , 2022.
ATTEST: COUNCIL OF THE
CITY OF EDGEWATER, FLORIDA
By:
Bonnie Zlotnik, CMC Mike Thomas
City Clerk Mayor
For the use and reliance only by the City of Edgewater,
Florida Approved as to form and legality by:
Aaron R. Wolfe, Esquire
City Attorney
Doran, Sims, Wolfe & Yoon
Approved by the City Council of the City of Edgewater at a
meeting held on this day of , 2022
under Agenda Item No 8_____
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2022-O-04
EXHIBIT “A’
LEGAL DESCRIPTION
PARCEL 1: BEING ALSO THE EAST 1/2 OF PARCEL 28 AND ALL OF PARCEL 29, CORY
ESTATES, AS RECORDED IN OFFICIAL RECORDS BOOK 233, PAGE 29 OF THE PUBUC
RECORDS OF VOLUSIA COUNTY, FLORJDA, AND BEING MORE PARTICULARLY DESCRIBED
AS FOLLOWS: COMMENCE AT THE INTERSECTION OF THE NORTIIBRLY LINE OF LOT 3,
BELLA VISTA UNIT N0.2, PER MAP BOOK II, PAGE 164, PUBLIC RECORDS OF VOLUSIA
COUNTY, FLORIDA AND THE EASTERLY RIGHT-OF-WAY OF U.S. HIGHWAY NO. l, A 158
FOOT RlGHT-OF-WAY AS NOW LAID OUT; THENCE NORTH 68°41' EAST ALONG SAID
NORTHERLY LINE OF LOT 3 A DISTANCE OF 2037.50 FEET TO TIIE PO.INT OF BEGINNING;
THENCE CONTINUE NORTH 68°41' EAST,ADISTANCE OF 112.50 FEET; TIIENCE SOUTII 16° 19'
EAST A DISTANCE OF 124.9 FEET TO THE NORTHERLY LINE OF NORTH CORY DRIVE;
TIIENCE SOUTH 68°41' WEST ALONG SAID NORTHERLY LINE OF CORY DRIVE, A DISTANCE
OF 112.50 FEET; THENCE NORTH 16°19' WEST A DISTANCE OF 124.9 FEET TO 1RE POJNT OF
BEGINNING. ALL LYJNG AND BEING A PART OF LOT 3, BELLA VISTA UNIT N0.2, AS SHOWN
ON THE MAP IN MAP BOOK 11, PAGE 164, OF TIIE PUBLIC RECORDS OF VOLUSIA COUNTY,
FLORIDA. TOGETHER WITH THE RIGHT TO USE A PORTION OF SOUTH CORY DRIVE AND
NORID CORY DRIVE AS RECORDED IN CORY ESTATES PER OFFICIAL RECORDS BOOK 233,
PAGE 29, PUBLIC RECORDS OF VOLUSIA COUNTY, FLORIDA, HERRINAFTER MORE
PARTICULARLY ' DESCRIDED AS FOLLOWS: A PORTION OF SOUTH CORY DRIVE PER CORY
ESTATES AS RECORDED IN OFFICIAL RECORDS BOOK 233, PAGE 29, OF THE PUBLIC
RECORDS OF VOLUSIA COUNTY, FLORIDA. COMMENCE AT TIIE INTERSECTION OF THE
NORTIIERL Y LINE OF LOT 3, BELLA VISTA UNIT NO. 2, PER MAP BOOK 11, PAGE 164 OF TIIB
PUBLIC RECORDS OF VOLUSIA COUNTY, FLORIDA, AND THE EASTERLY RIGHT-OF-WAY
LINE OF U.S. HIGHWAY NO.I , THENCE SOUTH 16°19' EAST A DISTANCE OF 399.90 FEET
ALONG THE SAJD EASTERLY RIGHT-OF-WAY LINE FOR THE POINT OF BEGINNING;
TIIBNCE NORTH 68°41' EAST A DISTANCE OF 425 FEET; THENCE NORTH 16°19' WEST A
DISTANCE OF 275 FEET; THENCE NORTH 68°41' EAST A DISTANCE OF 2225 FEET TO THE
WESTERLY LINE OF EAST CORY DRIVE; THENCE SOUTH 16° 19' EAST A DISTANCE OF 50.19
FEET ALONG SAID WESTERLY LINE OF EAST CORY DRIVE, THENCE SOUTH 68°41' WEST A
DISTANCE OF 2I75FEET; THENCE SOUTH 16°19' EAST A DISTANCE OF 299.99 FEET; THENCE
SOUTH 68°41' WEST A DISTANCE OF 50.19 FEET; THENCE NORTH 16°19' WEST A DISTANCE
OF 25 FEET; THENCE SOUTH 68°41' WEST A DISTANCE OF 425 FEET; THENCE NORTH J6019'
WEST, A DISTANCE OF 50.19 FEET TO THE POINT OF BEGINNING. ALL LYING AND BEING A
PART OF LOT I, BELLA VISTA UNIT 3, AS SHOWN ON MAP IN MAP BOOK 9, PAGE 298, OF
THE PUBLIC RECORDS OF VOLUSIA COUNTY, FLORIDA AND LOT 3, BELLA VISTA UNIT NO.
2, AS SHOWN ON MAP IN MAP BOOK 11, PAGE 164, OF THE PUBLIC RECORDS OF VOLUSIA
COUNTY, FLORIDA.
This legal description includes any/all adjoining right-of-way relating to the subject property.
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2022-O-04 6
EXHIBIT “B”`
E Cory DrS Cory Dr
N Cory Dr
.
Subject Property
Date: 1/7/2022
E Cory DrS Cory Dr
N Cory Dr
Volusia County Property Appraiser
.
Date: 1/7/2022
Subject Property
City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:2022-O-05,Version:2
ITEM DESCRIPTION:
2nd Reading -Ordinance No.2022-O-05 -Joseph Smith,requesting an amendment to the Future Land Use Map
to include .32± acres of land located at 153 N. Cory Drive as Low Density Residential.
OWNER: Joseph Smith
REQUESTED ACTION: Future Land Use Map Amendment
LOCATION: 153 N. Cory Drive (PID# 841205000280)
AREA: .32± acres
PROPOSED USE: Single Family Residence
CURRENT LAND USE: Vacant
FLUM DESIGNATION: Volusia County Urban Low Intensity
ZONING DISTRICT:Volusia County R-3W (Urban Single Family Residential)
VOTING DISTRICT: 4
SURROUNDING AREA:
Current Land Use FLUM Designation Zoning District
North Vacant City Conservation City Public/Semi-Public
East Single Family Residence Volusia County Urban Low
Intensity
Volusia County R-3W (Urban
Single Family Residential)
South Vacant Volusia County Urban Low
Intensity
Volusia County R-3W (Urban
Single Family Residential)
West Single Family Residence Volusia County Urban Low
Intensity
Volusia County R-3W (Urban
Single Family Residential)
Background:The subject property is located on North Cory Drive and is within the Interlocal Service Boundary Area adopted in
2015,which allows the annexation of certain lands not contiguous to the City limits.The annexation of the subject property allows
for more efficient delivery of municipal services.This property is currently vacant and there are plans to construct a single family
home.As vacant,this property should generate approximately $325.68 in revenue annually for the City.Once the property is
improved,the annual revenue to the City should be approximately $2,085.The Planning and Zoning Board recommended approval
of this item on March 9, 2022. This item was approved at first reading by City Council on April 4, 2022.
Land Use Compatibility:The subject property is located in a residential neighborhood known as Cory Estates.
Adequate Public Facilities:The subject property has access via North Cory Drive.City water is available to the property;
wastewater lines are not yet available.
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File #:2022-O-05,Version:2
Comprehensive Plan Consistency:The current Volusia County Future Land Use designation of Urban Low Intensity allows up four
(4)dwelling units per acre and is primarily a residential designation but may allow for neighborhood convenience uses and individual
office buildings as transitional uses that meet the Comprehensive Plans location criteria.
The City Low Density Residential Future Land Use designation is most compatible to the County designation and allows up to four
(4) dwelling units per net acre.
RECOMMENDED ACTION
Motion to approve Ordinance No. 2022-O-05.
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2022-O-05
ORDINANCE NO. 2022-O-05
AN ORDINANCE OF THE CITY OF EDGEWATER
AMENDING THE COMPREHENSIVE PLAN, AS
AMENDED, BY AMENDING THE OFFICIAL FUTURE
LAND USE MAP FROM VOLUSIA COUNTY URBAN LOW
INTENSITY TO CITY LOW DENSITY RESIDENTIAL
F OR .32± ACRES OF CERTAIN REAL PROPERTY
LOCATED AT 153 N. CORY DRIVE, EDGEWATER,
FLORIDA; PROVIDING FOR PUBLIC HEARINGS,
FINDINGS OF CONSISTENCY; PROVIDING FOR
CONFLICTING PROVISIONS, SEVERABILITY AND
APPLICABILITY AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, Joseph Smith, applicant, has applied for an amendment to the
Comprehensive Plan Future Land Use Map to include property located at 153 N. Cory Drive,
within Volusia County, Florida as Low Density Residential. Subject property contains
approximately .32± acres.
WHEREAS, the Planning and Zoning Board, sitting as the City’s Local Planning
Agency, held a Public Hearing pursuant to 163.3174, Fla. Stat., on Wednesday, March 9, 2022,
and recommended that the City Council approve the proposed Plan Amendment;
WHEREAS, the City Council feels it is in the best interests of the citizens of the
City of Edgewater to amend its Comprehensive Plan as more particularly set forth hereinafter.
NOW, THEREFORE, BE IT ENACTED BY THE CITY COUNCIL OF THE
CITY OF EDGEWATER, FLORIDA:
PART A. AMENDMENT.
Ordinance No. 81-O-10, as amended and supplemented, adopting the Comprehensive
Plan of the City of Edgewater, Florida, regulating and restricting the use of lands located
within the City of Edgewater, Florida, shall be amended to include property described in
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2022-O-05
Exhibits “A” and “B” on the Future Land Use Map as Low Density Residential.
PART B. PUBLIC HEARINGS.
It is hereby found that a public hearing held by the City Council to consider adoption of
this ordinance on May 2, 2022, at 6:00 p.m. in the City Council Chambers at City Hall, 104 N.
Riverside Drive, Florida, after notice published at least 10 days prior to hearing is deemed to
comply with 163.3184, Fla. Stat.
PART C. CONFLICTING PROVISIONS.
All ordinances and resolutions, or parts thereof that are in conflict with this ordinance, are
hereby superseded by this ordinance to the extent of such conflict.
PART D. EFFECTIVE DATE.
The effective date of this plan amendment, if the amendment is not timely challenged,
shall be 31 days after the state land planning agency notifies the local government that the plan
amendment package is complete. If timely challenged, this amendment shall become effective
on the date the state land planning agency or the Administration Commission enters a final order
determining this adopted amendment to be in compliance. No development orders, development
permits, or land uses dependent on this amendment may be issued or commence before it has
become effective. If a final order of noncompliance is issued by the Administration Commission,
this amendment may nevertheless be made effective by adoption of a resolution affirming its
effective status, a copy of which resolution shall be sent to the state land planning agency. The
amendment shall also not be effective until certification is received from the Volusia
Growth Management Commission.
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2022-O-05
PART E. SEVERABILITY AND APPLICABILITY.
If any portion of this ordinance is for any reason held or declared to be unconstitutional,
inoperative, or void, such holding shall not affect the remaining portions of this ordinance. If
this ordinance or any provisions thereof shall be held to be inapplicable to any person, property,
or circumstance, such holding shall not affect its applicability to any other person, with
property, or circumstance.
PART F. ADOPTION.
After Motion to approve by Councilwoman Power, with Second by Councilwoman
Bennington, the vote on the first reading of this ordinance held on April 4, 2022, was as follows:
AYE NAY
Mayor Mike Thomas Excused
Councilwoman Christine Power X
Councilwoman Gigi Bennington X
Councilwoman Megan O’Keefe X
Councilman Jonah Powers X
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2022-O-05
After Motion to approve by , Second by, the
vote on the second reading/public hearing of this ordinance held on , 2022, was as
follows:
AYE NAY
Mayor Mike Thomas
Councilwoman Christine Power
Councilwoman Gigi Bennington
Councilwoman Megan O’Keefe
Councilman Jonah Powers
PASSED AND DULY ADOPTED this day of , 2022.
ATTEST: COUNCIL OF THE
CITY OF EDGEWATER, FLORIDA
By:
Bonnie Zlotnik, CMC Mike Thomas
City Clerk Mayor
For the use and reliance only by the City of Edgewater,
Florida Approved as to form and legality by:
Aaron R. Wolfe, Esquire
City Attorney
Doran, Sims, Wolfe & Yoon
Approved by the City Council of the City of Edgewater at a
meeting held on this day of , 2022
under Agenda Item No 8_____
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2022-O-05
EXHIBIT “A”
LEGAL DESCRIPTION
PARCEL 1: BEING ALSO THE EAST 1/2 OF PARCEL 28 AND ALL OF PARCEL 29, CORY
ESTATES, AS RECORDED IN OFFICIAL RECORDS BOOK 233, PAGE 29 OF THE PUBUC
RECORDS OF VOLUSIA COUNTY, FLORJDA, AND BEING MORE PARTICULARLY
DESCRIBED AS FOLLOWS: COMMENCE AT THE INTERSECTION OF THE NORTIIBRLY LINE
OF LOT 3, BELLA VISTA UNIT N0.2, PER MAP BOOK II, PAGE 164, PUBLIC RECORDS OF
VOLUSIA COUNTY, FLORIDA AND THE EASTERLY RIGHT-OF-WAY OF U.S. HIGHWAY NO.
l, A 158 FOOT RlGHT-OF-WAY AS NOW LAID OUT; THENCE NORTH 68°41' EAST ALONG
SAID NORTHERLY LINE OF LOT 3 A DISTANCE OF 2037.50 FEET TO TIIE PO.INT OF
BEGINNING; THENCE CONTINUE NORTH 68°41' EAST,ADISTANCE OF 112.50 FEET; TIIENCE
SOUTII 16° 19' EAST A DISTANCE OF 124.9 FEET TO THE NORTHERLY LINE OF NORTH
CORY DRIVE; TIIENCE SOUTH 68°41' WEST ALONG SAID NORTHERLY LINE OF CORY
DRIVE, A DISTANCE OF 112.50 FEET; THENCE NORTH 16°19' WEST A DISTANCE OF 124.9
FEET TO 1RE POJNT OF BEGINNING. ALL LYJNG AND BEING A PART OF LOT 3, BELLA
VISTA UNIT N0.2, AS SHOWN ON THE MAP IN MAP BOOK 11, PAGE 164, OF TIIE PUBLIC
RECORDS OF VOLUSIA COUNTY, FLORIDA. TOGETHER WITH THE RIGHT TO USE A
PORTION OF SOUTH CORY DRIVE AND NORID CORY DRIVE AS RECORDED IN CORY
ESTATES PER OFFICIAL RECORDS BOOK 233, PAGE 29, PUBLIC RECORDS OF VOLUSIA
COUNTY, FLORIDA, HERRINAFTER MORE PARTICULARLY ' DESCRIDED AS FOLLOWS: A
PORTION OF SOUTH CORY DRIVE PER CORY ESTATES AS RECORDED IN OFFICIAL
RECORDS BOOK 233, PAGE 29, OF THE PUBLIC RECORDS OF VOLUSIA COUNTY, FLORIDA.
COMMENCE AT TIIE INTERSECTION OF THE NORTIIERL Y LINE OF LOT 3, BELLA VISTA
UNIT NO. 2, PER MAP BOOK 11, PAGE 164 OF TIIB PUBLIC RECORDS OF VOLUSIA COUNTY,
FLORIDA, AND THE EASTERLY RIGHT-OF-WAY LINE OF U.S. HIGHWAY NO.I , THENCE
SOUTH 16°19' EAST A DISTANCE OF 399.90 FEET ALONG THE SAJD EASTERLY RIGHT-OF-
WAY LINE FOR THE POINT OF BEGINNING; TIIBNCE NORTH 68°41' EAST A DISTANCE OF
425 FEET; THENCE NORTH 16°19' WEST A DISTANCE OF 275 FEET; THENCE NORTH 68°41'
EAST A DISTANCE OF 2225 FEET TO THE WESTERLY LINE OF EAST CORY DRIVE; THENCE
SOUTH 16° 19' EAST A DISTANCE OF 50.19 FEET ALONG SAID WESTERLY LINE OF EAST
CORY DRIVE, THENCE SOUTH 68°41' WEST A DISTANCE OF 2I75FEET; THENCE SOUTH
16°19' EAST A DISTANCE OF 299.99 FEET; THENCE SOUTH 68°41' WEST A DISTANCE OF
50.19 FEET; THENCE NORTH 16°19' WEST A DISTANCE OF 25 FEET; THENCE SOUTH 68°41'
WEST A DISTANCE OF 425 FEET; THENCE NORTH J6019' WEST, A DISTANCE OF 50.19 FEET
TO THE POINT OF BEGINNING. ALL LYING AND BEING A PART OF LOT I, BELLA VISTA
UNIT 3, AS SHOWN ON MAP IN MAP BOOK 9, PAGE 298, OF THE PUBLIC RECORDS OF
VOLUSIA COUNTY, FLORIDA AND LOT 3, BELLA VISTA UNIT NO. 2, AS SHOWN ON MAP IN
MAP BOOK 11, PAGE 164, OF THE PUBLIC RECORDS OF VOLUSIA COUNTY, FLORIDA.
This legal description includes any/all adjoining right-of-way relating to the subject property.
Strike through passages are deleted. 6
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2022-O-05
EXHIBIT “B”
E Cory DrS Cory Dr
N Cory Dr
.
Subject Property
Date: 1/7/2022
E Cory DrS Cory Dr
N Cory Dr
Volusia County Property Appraiser
.
Date: 1/7/2022
Subject Property
Masthead Ln
E Cory DrHelmsmenLn
C h a r t e r L n
StarboardAveNavigators Way
Arbor Ln
S Cory Dr
N Cory Dr
Hazelwood River Rd
County: C
County: ULI
County: W
City: CONSERV
City: LDRCity: LDR
City: PUBLIC
City: MDR City: MDR
City: MDR
City: MDR
City: MDR
City: LDR
City: LDR
City:
LDR
City: LDR
City:
LDR
County: ULI
County: W
County: C
N Cory Dr
S Cory Dr
Arbor Ln
Hazelwood River Rd
Charter Ln
Navigators WayStarboard AveE Cory DrHelm
s
m
e
n
L
n
Masthead Ln
City: CONSERV
City: MDR
City: LDR
City: PUBLIC
This map is for illustrative purposes only. The data represented is provided as a public service for general information
and should not be used for legal, engineering, or surveying purposes. The City of Edgewater makes no claims,
representations, or warranties, expressed or implied, concerning the validity (expressed or implied), the reliability,
or accuracy of the GIS data and GIS map products furnished by the City. The burden for determining accuracy,
completeness, timeliness, merchantability and fitness for or the appropriateness for use rests solely on the user
of the map.
The City of Edgewater disclaims any liability associated with the use or misuse of this map.
Subject Property
Parcel: 8412-05-00-0280
Proposed City Future Land Use:
Low Density Residential
.
.
Date: 1/7/2022 Date: 1/7/2022
Existing Proposed
This map is for illustrative purposes only. The data represented is provided as a public service for general information
and should not be used for legal, engineering, or surveying purposes. The City of Edgewater makes no claims,
representations, or warranties, expressed or implied, concerning the validity (expressed or implied), the reliability,
or accuracy of the GIS data and GIS map products furnished by the City. The burden for determining accuracy,
completeness, timeliness, merchantability and fitness for or the appropriateness for use rests solely on the user
of the map.
The City of Edgewater disclaims any liability associated with the use or misuse of this map.
Subject Property
Parcel: 8412-05-00-0280
Current County Future Land Use:
Urban Low Intensity
City of Edgewater
Future Land Use Map
Subject Property
Conservation Overlay
Agriculture
Recreation
Conservation
Public/Semi-Public
High Density Residential
Medium Density Residential
Low Density Residential
Low Density Transition
Mixed Use
Industrial
Commercial
Sustainable Community Development
City of Edgewater
Future Land Use Map
Subject Property
Conservation Overlay
Agriculture
Recreation
Conservation
Public/Semi-Public
High Density Residential
Medium Density Residential
Low Density Residential
Low Density Transition
Mixed Use
Industrial
Commercial
Sustainable Community Development
City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:2022-O-06,Version:2
ITEM DESCRIPTION:
2nd Reading -Ordinance No.2022-O-06 -Joseph Smith,requesting an amendment to the Official Zoning Map
to include .32± acres of land located at 153 N. Cory Drive as R-3 (Single Family Residential)
OWNER: Joseph Smith
REQUESTED ACTION: Official Zoning Map Amendment
LOCATION: 153 N. Cory Drive (PID# 841205000280)
AREA: .32± acres
PROPOSED USE: Single Family Residence
CURRENT LAND USE: Vacant
FLUM DESIGNATION: Volusia County Urban Low Intensity
ZONING DISTRICT:Volusia County R-3W (Urban Single Family Residential)
VOTING DISTRICT: 4
SURROUNDING AREA:
Current Land Use FLUM Designation Zoning District
North Vacant City Conservation City Public/Semi-Public
East Single Family Residence Volusia County Urban Low
Intensity
Volusia County R-3W (Urban
Single Family Residential)
South Vacant Volusia County Urban Low
Intensity
Volusia County R-3W (Urban
Single Family Residential)
West Single Family Residence Volusia County Urban Low
Intensity
Volusia County R-3W (Urban
Single Family Residential)
Background:The subject property is located on N.Cory Drive and is within the Interlocal Service Boundary Area adopted in 2015,
which allows the annexation of certain lands not contiguous to the City limits.The annexation of the subject property allows for more
efficient delivery of municipal services.Future development of the property shall consist of one (1)single family residence.The
Planning and Zoning Board recommended approval of this item on March 9,2022.This item was approved at first reading by City
Council on April 4, 2022.
Land Use Compatibility:The subject property is located in a residential neighborhood known as Cory Estates.
Adequate Public Facilities:The subject property has access via North Cory Drive.City water is available to the property;
wastewater lines are not yet available.
Comprehensive Plan Consistency:R-3 (Single Family Residential)is consistent with the proposed Future Land Use designation of
City of Edgewater Printed on 4/19/2022Page 1 of 2
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File #:2022-O-06,Version:2
Comprehensive Plan Consistency:R-3 (Single Family Residential)is consistent with the proposed Future Land Use designation of
Low Density Residential per Table III-1 of the Land Development Code.
RECOMMENDED ACTION
Motion to approve Ordinance No. 2022-O-06.
City of Edgewater Printed on 4/19/2022Page 2 of 2
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2022-O-06
ORDINANCE NO. 2022-O-06
AN ORDINANCE GRANTING A CHANGE IN ZONING
CLASSIFICATION FROM COUNTY R-3W (URBAN
SINGLE FAMILY RESIDENTIAL) TO CITY R-3 (SINGLE
FAMILY RESIDENTIAL) FOR .32± ACRES OF CERTAIN
REAL PROPERTY LOCATED AT 153 N. CORY DR.,
EDGEWATER, FLORIDA; AMENDING THE OFFICIAL
ZONING MAP OF THE CITY OF EDGEWATER;
PROVIDING FOR CONFLICTING PROVISIONS,
SEVERABILITY AND APPLICABILITY; PROVIDING FOR
AN EFFECTIVE DATE, RECORDING AND ADOPTION.
WHEREAS, the City Council of the City of Edgewater, Florida, has made the following
determinations:
1. Joseph Smith is owner of the property located at 153 N. Cory Drive, within
Volusia County, Florida. Subject property contains approximately .32± acres.
2. The owners have submitted an application for a change in zoning classification
from County R-3W (Urban Single Family Residential) to City R-3 (Single Family
Residential) for the property described herein.
3. On March 9, 2022, the Local Planning Agency (Planning and Zoning Board)
considered the application for change in zoning classification.
4. The proposed change in zoning classification is consistent with all elements of the
Edgewater Comprehensive Plan.
5. The proposed change in zoning classification is not contrary to the established
land use pattern.
6. The proposed change in zoning classification will not adversely impact public
facilities.
7. The proposed change in zoning classification will not have an adverse effect on
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2022-O-06
the natural environment.
8. The proposed change will not have a negative effect on the character of the
surrounding area.
NOW, THEREFORE, BE IT ENACTED by the People of the City of Edgewater,
Florida:
PART A. CHANGE IN ZONING CLASSIFICATION OF CERTAIN REAL
PROPERTY WITHIN THE CITY OF EDGEWATER, FLORIDA.
The zoning classification is hereby changed from County R-3W (Urban Single Family
Residential) to City R -3 (Single Family Residential), for the property described in Exhibits “A”
& B”.
PART B. AMENDMENT OF THE OFFICIAL ZONING MAP OF THE CITY OF
EDGEWATER, FLORIDA.
The Development Services Director is hereby authorized and directed to amend the
Official Zoning Map of the City of Edgewater, Florida, to reflect the change in zoning
classification for the above described property.
PART C. CONFLICTING PROVISIONS.
All conflicting ordinances and resolutions, or parts thereof in conflict with this ordinance,
are hereby superseded by this ordinance to the extent of such conflict.
PART D. SEVERABILITY AND APPLICABILITY.
If any portion of this ordinance is for any reason held or declared to be unconstitutional,
inoperative, or void, such holding shall not affect the remaining portions of this ordinance. If
this ordinance or any provisions thereof shall be held to be inapplicable to any person, property,
or circumstances, such holding shall not affect its applicability to any other person, property, or
circumstance.
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2022-O-06
PART E. RECORDING.
Upon approval and execution, this document shall be delivered to the Clerk of Court for
recording into the public records of Volusia County, Florida.
PART F. EFFECTIVE DATE.
This Ordinance shall take place upon adoption.
PART G. ADOPTION.
After Motion to approve by Councilwoman Power, with Second by Councilman
Powers the vote on the first reading of this ordinance held on April 4, 2022, was as follows:
AYE NAY
Mayor Mike Thomas Excused
Councilwoman Christine Power X
Councilwoman Gigi Bennington X
Councilwoman Megan O’Keefe X
Councilman Jonah Powers X
Strike through passages are deleted. 4
Underlined passages are added.
2022-O-06
After Motion to approve by ,
Second by, the vote on the second
reading/public hearing of this ordinance held on , 2022, was as follows:
AYE NAY
Mayor Mike Thomas
Councilwoman Christine Power
Councilwoman Gigi Bennington
Councilwoman Megan O’Keefe
Councilman Jonah Powers
PASSED AND DULY ADOPTED this day of , 2022.
ATTEST: COUNCIL OF THE
CITY OF EDGEWATER, FLORIDA
By:
Bonnie Zlotnik, CMC Mike Thomas
City Clerk Mayor
For the use and reliance only by the City of Edgewater,
Florida Approved as to form and legality by:
Aaron R. Wolfe, Esquire
City Attorney
Doran, Sims, Wolfe & Yoon
Approved by the City Council of the City of Edgewater at a
meeting held on this day of , 2022
under Agenda Item No 8_____
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2022-O-06
EXHIBIT “A”
LEGAL DESCRIPTION
PARCEL 1: BEING ALSO THE EAST 1/2 OF PARCEL 28 AND ALL OF PARCEL 29, CORY
ESTATES, AS RECORDED IN OFFICIAL RECORDS BOOK 233, PAGE 29 OF THE PUBUC
RECORDS OF VOLUSIA COUNTY, FLORJDA, AND BEING MORE PARTICULARLY DESCRIBED
AS FOLLOWS: COMMENCE AT THE INTERSECTION OF THE NORTIIBRLY LINE OF LOT 3,
BELLA VISTA UNIT N0.2, PER MAP BOOK II, PAGE 164, PUBLIC RECORDS OF VOLUSIA
COUNTY, FLORIDA AND THE EASTERLY RIGHT-OF-WAY OF U.S. HIGHWAY NO. l, A 158
FOOT RlGHT-OF-WAY AS NOW LAID OUT; THENCE NORTH 68°41' EAST ALONG SAID
NORTHERLY LINE OF LOT 3 A DISTANCE OF 2037.50 FEET TO TIIE PO.INT OF BEGINNING;
THENCE CONTINUE NORTH 68°41' EAST,ADISTANCE OF 112.50 FEET; TIIENCE SOUTII 16° 19'
EAST A DISTANCE OF 124.9 FEET TO THE NORTHERLY LINE OF NORTH CORY DRIVE;
TIIENCE SOUTH 68°41' WEST ALONG SAID NORTHERLY LINE OF CORY DRIVE, A DISTANCE
OF 112.50 FEET; THENCE NORTH 16°19' WEST A DISTANCE OF 124.9 FEET TO 1RE POJNT OF
BEGINNING. ALL LYJNG AND BEING A PART OF LOT 3, BELLA VISTA UNIT N0.2, AS SHOWN
ON THE MAP IN MAP BOOK 11, PAGE 164, OF TIIE PUBLIC RECORDS OF VOLUSIA COUNTY,
FLORIDA. TOGETHER WITH THE RIGHT TO USE A PORTION OF SOUTH CORY DRIVE AND
NORID CORY DRIVE AS RECORDED IN CORY ESTATES PER OFFICIAL RECORDS BOOK 233,
PAGE 29, PUBLIC RECORDS OF VOLUSIA COUNTY, FLORIDA, HERRINAFTER MORE
PARTICULARLY ' DESCRIDED AS FOLLOWS: A PORTION OF SOUTH CORY DRIVE PER CORY
ESTATES AS RECORDED IN OFFICIAL RECORDS BOOK 233, PAGE 29, OF THE PUBLIC
RECORDS OF VOLUSIA COUNTY, FLORIDA. COMMENCE AT TIIE INTERSECTION OF THE
NORTIIERL Y LINE OF LOT 3, BELLA VISTA UNIT NO. 2, PER MAP BOOK 11, PAGE 164 OF TIIB
PUBLIC RECORDS OF VOLUSIA COUNTY, FLORIDA, AND THE EASTERLY RIGHT-OF-WAY
LINE OF U.S. HIGHWAY NO.I , THENCE SOUTH 16°19' EAST A DISTANCE OF 399.90 FEET
ALONG THE SAJD EASTERLY RIGHT-OF-WAY LINE FOR THE POINT OF BEGINNING;
TIIBNCE NORTH 68°41' EAST A DISTANCE OF 425 FEET; THENCE NORTH 16°19' WEST A
DISTANCE OF 275 FEET; THENCE NORTH 68°41' EAST A DISTANCE OF 2225 FEET TO THE
WESTERLY LINE OF EAST CORY DRIVE; THENCE SOUTH 16° 19' EAST A DISTANCE OF 50.19
FEET ALONG SAID WESTERLY LINE OF EAST CORY DRIVE, THENCE SOUTH 68°41' WEST A
DISTANCE OF 2I75FEET; THENCE SOUTH 16°19' EAST A DISTANCE OF 299.99 FEET; THENCE
SOUTH 68°41' WEST A DISTANCE OF 50.19 FEET; THENCE NORTH 16°19' WEST A DISTANCE
OF 25 FEET; THENCE SOUTH 68°41' WEST A DISTANCE OF 425 FEET; THENCE NORTH J6019'
WEST, A DISTANCE OF 50.19 FEET TO THE POINT OF BEGINNING. ALL LYING AND BEING A
PART OF LOT I, BELLA VISTA UNIT 3, AS SHOWN ON MAP IN MAP BOOK 9, PAGE 298, OF
THE PUBLIC RECORDS OF VOLUSIA COUNTY, FLORIDA AND LOT 3, BELLA VISTA UNIT NO.
2, AS SHOWN ON MAP IN MAP BOOK 11, PAGE 164, OF THE PUBLIC RECORDS OF VOLUSIA
COUNTY, FLORIDA.
This legal description includes any/all adjoining right-of-way relating to the subject property.
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2022-O-06
EXHIBIT “B”
E Cory DrS Cory Dr
N Cory Dr
.
Subject Property
Date: 1/7/2022
E Cory DrS Cory Dr
N Cory Dr
Volusia County Property Appraiser
.
Date: 1/7/2022
Subject Property
P/SP -
Public/Semi-Public
R-3 - SF
Residential
R-3 - SF
Residential
R-3 - SF
Residential
MH-2 - Manufactured
Home Subdivision
MH-2 - Manufactured
Home Subdivision
R-3 - SF
Residential
R-3 - SF
Residential
R-2 - SF
Residential
R-3 - SF
Residential
R-3 - SF
Residential
Rock Oak TrMoori
ngLnE Cory DrHelmsmen Ln
M astheadLn
Hollow Oak Tr
C h a r t e r L n
Arbor Ln NavigatorsWayStarboardAveS Cory Dr
N Cory Dr
Hazelwood River Rd
County: CW
County: RCW
County: R-3W
P/SP -
Public/Semi-Public
R-3 - SF
Residential
R-3 - SF
Residential
R-3 - SF
Residential
MH-2 - Manufactured
Home Subdivision
MH-2 - Manufactured
Home Subdivision
R-3 - SF
Residential
R-3 - SF
Residential
R-2 - SF
Residential
R-3 - SF
Residential
R-3 - SF
Residential
Rock Oak TrMoori
ngLnE Cory DrHelmsmen Ln
M astheadLn
Hollow Oak Tr
C h a r t e r L n
Arbor Ln NavigatorsWayStarboardAveS Cory Dr
N Cory Dr
Hazelwood River Rd
County: CW
County: RCW
County: R-3W
Subject Property
Parcel: 8412-05-00-0280
Proposed City Zoning:
R-3 - Single Family Residential
This map is for illustrative purposes only. The data represented is provided as a public service for general information
and should not be used for legal, engineering, or surveying purposes. The City of Edgewater makes no claims,
representations, or warranties, expressed or implied, concerning the validity (expressed or implied), the reliability,
or accuracy of the GIS data and GIS map products furnished by the City. The burden for determining accuracy,
completeness, timeliness, merchantability and fitness for or the appropriateness for use rests solely on the user
of the map.
The City of Edgewater disclaims any liability associated with the use or misuse of this map.
.
Date: 1/7/2022
Existing Proposed
Subject Property
Parcel: 8412-05-00-0280
Current County Zoning:
R-3W - Urban Single-Family Residential
ZONING
AG - Agriculture
RT - Rural Transitional
R-1 - SF Residential
R-2 - SF Residential
R-3 - SF Residential
R-4 - MF Residential
R-5 - MF Residential
RPUD - Residential Planned Unit Development
RP - Residential Professional Office
MH-1 - Mobile Home Park
MH-2 - Manufactured Home Subdivision
B-2 - Neighborhood Business
B-3 - Highway Commercial
B-4 - Tourist Commercial
BPUD - Business Planned Unit Development
I-1 - Light Industrial
I-2 - Heavy Industrial
IPUD - Industrial Planned Unit Development
R - Recreation
P/SP - Public/Semi-Public
EC/CC - Employment Center/Community Center
CN - Conservation
MUPUD - Mixed Use Planned Unit Development
City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:2022-O-11,Version:1
COUNCIL AGENDA ITEM
SUBJECT:
1st Reading - Ordinance No. 2022-O-11 - Fire Services Special Assessment
DEPARTMENT:
Finance / Fire
SUMMARY:
The City Council is in the process of reviewing the Fire Services Assessment that would be imposed against
real property for the purpose of paying for fire protection services.The City has contracted with Government
Service Group,Inc.to review and recommend a methodology and amount for fire service assessment.A
workshop was held on April 18,2022 in which the consultants presented detailed information on the Fire
Assessment Program.
After review of the Fire Assessment program detail,the City Council provided consensus to move forward with
the process of implementation of a Fire Service Assessment program.
BUDGETED ITEM:☐ Yes ☐ No ☒ Not Applicable
BUDGET AMENDMENT REQUIRED:☐ Yes ☐ No ☒ Not Applicable
RECOMMENDED ACTION:
Motion to approve Ordinance No. 2022-O-11
City of Edgewater Printed on 4/19/2022Page 1 of 1
powered by Legistar™
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#2022-O-11
ORDINANCE NO. 2022-O-11
AN ORDINANCE OF THE CITY OF EDGEWATER,
VOLUSIA COUNTY, FLORIDA, PROVIDING FOR THE
IMPLEMENTATION OF FIRE SERVICES SPECIAL
ASSESSMENTS; PROVIDING DEFINITIONS FOR THE
PROPOSED FIRE ASSESSMENT AND COLLECTION
METHOD; PROVIDING FOR LEGISLATIVE
DETERMINATIONS OF SPECIAL BENEFIT, GENERAL
AUTHORITY, AND APPLICABILITY THROUGHOUT
THE CITY; PROVIDING FOR INITIAL PROCEEDINGS;
DIRECTING IMPOSITION OF INITIAL ASSESSMENT
ROLL; PROVIDING NOTICE BY PUBLICATION AND
MAIL; PROVIDING FOR ADOPTION AND EFFECT OF
FINAL ASSESSMENT RESOLUTION; PROVIDING
ANNUAL ADOPTION PROCEDURES; PROVIDING LIENS
FOR AND REVISIONS TO FIRE SERVICES
ASSESSMENTS; PROVIDING FOR PROCEDURAL
IRREGULARITIES AND CORRECTION OF ERRORS AND
OMISSIONS; PROVIDING FOR INTERIM ASSESSMENTS
AND AN ALTERNATIVE METHOD OF COLLECTION;
PROVIDING FOR CONFLICTS, CODIFICATION, AND
SEVERABILITY; PROVIDING AN EFFECTIVE DATE.
WHEREAS, Pursuant to Article VIII, section 2(b), Florida Constitution, and sections
166.021 and 166.041, Florida Statutes, the City Council has all powers of local self-government
to perform municipal functions and to render municipal services in a manner not inconsistent
with law, and such power may be exercised by the enactment of City ordinances.
WHEREAS, the City Council desires to provide procedures and standards for the
imposition of City-wide fire services assessments under the general home rule powers of a
municipality to impose special assessments.
WHEREAS, the City Council finds that the property assessed herein enjoys a special
benefit from the provision of fire protection services.
WHEREAS, the City Council of the City of Edgewater hereby finds this Ordinance to be
in the best interests of the public health, safety, and welfare of the citizens of Edgewater.
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#2022-O-11
NOW THEREFORE, BE IT ENACTED by the City Council of the City of Edgewater,
Florida:
Section 1. Recitals. The foregoing recitals are true and correct and incorporated herein by
reference as legislative findings of the City Council.
Section 2. The title to Chapter 16, of the City of Edgewater Code of Ordinances is hereby
changed from “TAXATION” to “TAXATION AND RELATED FIRE SERVICES SPECIAL
ASSESSMENTS.”
Section 3. Chapter 16, Taxation, of the City of Edgewater Code of Ordinances is hereby
amended as follows by adding a new Part VII ARTICLE II entitled “FIRE SERVICES
SPECIAL ASSESSMENTS,” and shall read as follows:
PART A. AMEND CHAPTER 16 TAXATION AND FIRE SERVICES
SPECIAL ASSESSMENTS
ARTICLE I – IN GENERAL
Sec. 16-1. Definitions.
As used in this chapter:
Annual rate resolution means the resolution described in section 16-913 establishing the
rate at which a fire services assessment for a specific fiscal year will be computed. The final
assessment resolution shall constitute the annual rate resolution for the initial fiscal year in which
a fire services assessment is imposed or reimposed.
Assessed property means all parcels of land included on the assessment roll that receive a
special benefit from the delivery of the fire services, programs or facilities identified in the initial
assessment resolution or a subsequent preliminary rate resolution.
Assessment roll means the special assessment roll relating to a fire services assessment
approved by a final assessment resolution pursuant to section 16-912 or an annual rate resolution
pursuant to section 16-913.
Building means any structure, whether temporary or permanent, built for support, shelter or
enclosure of persons, chattel, or property of any kind, including mobile homes. This term shall
include the use of land in which lots or spaces are offered for use, rent or lease for the placement
of mobile homes, travel trailers, or the like for residential purposes.
Certificate of occupancy means the written certification issued by the city that a building is
ready for occupancy for its intended use. For the purposes of this part, a set up or tie down
permit or its equivalent issued for a mobile home shall be considered a certificate of occupancy.
City means the City of Edgewater, Florida.
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#2022-O-11
City clerk means the clerk of the city council.
City Council means the city council of the City of Edgewater, Florida.
City manager means the chief administrative officer of the city, designated by the city
council to be responsible for coordinating fire services assessments or such person's designee.
County means Volusia County, Florida.
Electronic transfer means the use of the automated clearing house (the "ACH"), or other
electronic transfer system approved on a case-by-case basis, to send the taxes collected directly
from the seller's bank to the bank designated by the city to receive such transfer.
Final assessment resolution means the resolution described in section 16-911 hereof which
shall confirm, modify, or repeal the initial assessment resolution and which shall be the final
proceeding for the initial imposition of fire services assessments.
Fire services assessment means a special assessment lawfully imposed by the city council
against assessed property to fund all or any portion of the cost of the provision of fire services,
facilities, or programs providing a special benefit to property as a consequence of possessing a
logical relationship to the value, use, or characteristics of the assessed property.
Fire services assessed cost means the amount determined by the city council to be assessed
in any fiscal year to fund all or any portion of the cost of the provision of fire services, facilities,
or programs which provide a special benefit to assessed property, and shall include, but not be
limited to, the following components:
(1) The cost of physical construction, reconstruction or completion of any required facility
or improvement;
(2) The costs incurred in any required acquisition or purchase;
(3) The cost of all labor, materials, machinery, and equipment;
(4) The cost of fuel, parts, supplies, maintenance, repairs, and utilities;
(5) The cost of computer services, data processing, and communications;
(6) The cost of all lands and interest therein, leases, property rights, easements, and
franchises of any nature whatsoever;
(7) The cost of any indemnity or surety bonds and premiums for insurance;
(8) The cost of salaries, volunteer pay, workers' compensation insurance, or other
employment benefits;
(9) The cost of uniforms, training, travel, and per diem;
(10) The cost of construction plans and specifications, surveys, and estimates of costs;
(11) The cost of engineering, financial, legal, and other professional services;
(12) The cost of compliance with any contracts or agreements entered into by the city to
provide fire services;
(13) All costs associated with the structure, implementation, collection, and enforcement of
the fire services assessments, including any service charges of the tax collector, or
property appraiser and amounts necessary to off-set discounts received for early
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#2022-O-11
payment of fire services assessments pursuant to the uniform assessment collection act
or for early payment of fire services assessments collected pursuant to section 16-913;
(14) All other costs and expenses necessary or incidental to the acquisition, provision, or
construction of fire services, facilities, or programs, and such other expenses as may be
necessary or incidental to any related financing authorized by the city council by
subsequent resolution;
(15) A reasonable amount for contingency and anticipated delinquencies and uncollectible
fire services assessments; and
(16) Reimbursement to the city or any other person for any moneys advanced for any costs
incurred by the city or such person in connection with any of the foregoing components
of fire services assessed cost.
In the event the city also imposes an impact fee upon new growth or development for fire
services related capital improvements, the fire services assessed cost shall not include costs
attributable to capital improvements necessitated by new growth or development that will be
paid by such impact fees. The fire services assessed cost shall also not include costs for the
provision of emergency medical services by the city.
Fiscal year means that period commencing October 1st of each year and continuing through
the next succeeding September 30th, or such other period as may be prescribed by law as the
fiscal year for the city.
Government property means property owned by the United States of America or any agency
thereof, a sovereign state or nation, the State of Florida or any agency thereof, a county, a special
district or a municipal corporation.
Initial assessment resolution means the resolution described in section 16-910 which shall
be the initial proceeding for the identification of the fire services assessed cost for which an
assessment is to be made and for the imposition of a fire services assessment.
Interstate, as applied to telecommunication services, means originating in the state but not
terminating in this state, or terminating in this state but not originating in this state.
Local telephone service means:
(a) The access to a local telephone system, and the privilege of telephonic-quality
communication with substantially all persons having telephone or radio telephone
stations constituting a part of such local telephone system; or
(b) Any facility or service provided in connection with a service described in paragraph
(a).
Local telephone service does not include any service which is a toll telephone service, private
communication service, cellular mobile telephone or telecommunication service, specialized
mobile radio, or pagers and paging service, including but not limited to beepers and any other
form of mobile and portable one-way or two-way communication, or teletypewriter or computer
exchange service.
Maximum assessment rate means the highest rate of a fire services assessment established
by the city council in an initial assessment resolution or preliminary rate resolution and
confirmed by the city council in the final assessment resolution or annual rate resolution.
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Ordinance means the fire services special assessments ordinance from which this part is
derived.
Owner shall mean the person reflected as the owner of assessed property on the tax roll.
Part means this Part Article II, Sections 16-9 through 16-22, “Fire Services Special
Assessments.”
Person means any individual, partnership, firm, organization, corporation, association, or
any other legal entity, whether singular or plural, masculine or feminine, as the context may
require.
Preliminary rate resolution means the resolution described in section 16-913 initiating the
annual process for updating the assessment roll and directing the reimposition of fire services
assessments pursuant to an annual rate resolution.
Private communication service means:
(a) A communication service furnished to a subscriber or user that entitles the
subscriber or user to exclusive or priority use of a communication channel or
groups of channels, or to the use of an intercommunication system for the
subscriber's stations, regardless of whether such channel, groups of channels, or
intercommunication system may be connected through switching with local
telephone service, teletypewriter or computer exchange service, or toll telephone
service;
(b) Switching capacity, extension lines, and stations, or other associated services which
are provided in connection with, and which are necessary or unique to the use of
channels or systems described in paragraph (a); or
(c) The channel mileage which connects a telephone station located outside a local
telephone system area with a central office in such local telephone system.
Property appraiser means the Volusia County Property Appraiser.
Remit, remittance and remitting, for purposes of the tax imposed by this chapter, mean the
sending by the seller and the receipt by the city of all taxes levied and collected pursuant to this
chapter.
Seller means a person, firm, corporation, or other legal entity who sells directly to the
consumer.
Tax collector means the Volusia County Tax Collector.
Tax roll means the real property ad valorem tax assessment roll maintained by the property
appraiser for the purpose of the levy and collection of ad valorem taxes.
Telecommunication service means:
(a) Local telephone service, toll telephone service, telegram or telegraph service,
teletypewriter or computer exchange service, or private communication service; or
(b) Cellular mobile telephone or telecommunication service, specialized mobile radio,
and pagers and paging service, including but not limited to "beepers" and any other
form of mobile and portable one-way or two-way communication, but does not
include services or equipment incidental to telecommunication services enumerated
in this paragraph such as maintenance of customer premises equipment, whether
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#2022-O-11
owned by the customer or not, or equipment sales or rental for which charges are
separately stated, itemized, or described on the bill, invoice, or other tangible
evidence of the provision of such service.
Teletypewriter or computer exchange service means the access from a teletypewriter,
telephone, computer, or other data station of which such station is a part, and the privilege of
intercommunication by such station with substantially all persons having teletypewriter,
telephone, computer, or other data stations constituting a part of the same teletypewriter or
computer exchange system, to which the subscriber or user is entitled upon payment of a charge
or charges, whether such charge or charges are determined as a flat periodic amount, on the basis
of distance and elapsed transmission time, or some other method. Teletypewriter or computer
exchange service does not include local telephone service or toll telephone service.
Toll telephone service means:
(a) A telephonic-quality communication for which there is a toll charge which varies in
amount with the distance and elapsed transmission time of each individual
communication; or
(b) A service which entitles the subscriber or user, upon the payment of a periodic
charge which is determined as a flat amount or upon the basis of total elapsed
transmission time, to the privilege of an unlimited number of telephonic
communications to or from all or a substantial portion of the persons having
telephone or radio telephone stations in a specified area which is outside the local
telephone system area in which the station provided with this service is located.
Toll telephone service includes interstate and intrastate wide-area telephone service charges.
Uniform Assessment Collection Act means F.S. §§ 197.3632 and 197.3635, or any
successor statutes authorizing the collection of non-ad valorem assessments on the same bill as
ad valorem taxes, and any applicable regulations promulgated thereunder.
Sec. 16-2. Taxes imposed: Electricity, metered or bottled gas, fuel oil, telecommunication
services.
(a) The tax previously imposed pursuant to former section 16-1 on each purchase of electricity
and metered or bottled gas (natural liquefied petroleum gas or manufactured) in the
corporate limits of the city in the amount of ten percent of the payments received by the
seller of the service from the purchaser for the purchase of the service shall continue in
effect.
(b) The tax previously imposed pursuant to former section 16-1 on fuel oil in the amount of
$0.04 per gallon shall remain in effect.
(c) Effective October 1, 1996, there is hereby imposed on each purchase of water service in the
corporate limits of the city a tax in the amount of ten percent of the payments received by
the seller of the service from the purchase of the service.
(d) Local communications services tax implementation.
(1) The city hereby acknowledges that on October 1, 2001, a new local
communications services tax conversion rate will go into effect without any formal
action by the city.
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#2022-O-11
(2) For the period beginning October 1, 2001, and ending September 30, 2002, the city
hereby invokes its authority, in accordance with the Act [Florida Communications
Services Tax Simplification Act], to impose a local communications services tax
rate of 5.5 percent. This new local communications services tax rate is the sum of
the rate set forth in F.S. § 202.19(2)(a), plus the difference between the conversion
rates set forth in F.S. §§ 202.20(1)(a) and (1)(b). The Act is designed to be revenue
neutral. Consistent with this specific legislative intent of the act that the new tax
structure provide revenue neutrality for local governments, the city hereby makes
this adjustment.
(3) F.S. § 202.20, requires that the city notify the department of revenue, by certified
mail postmarked on or before July 16, 2001, of whether the city will elect to adjust
its conversion rate to the maximum rate. This statutory section permits the city to
adjust its local communications services tax rate by ordinance or resolution. In
accordance with these prerogatives the city adopts this subsection. Likewise, the
city hereby declares that this subsection shall be its notice to the department of
revenue of the city's election to require an upward adjustment of the local
communications services tax for the period beginning on October 1, 2001, and
ending on September 30, 2002.
(4) For the period beginning October 1, 2002, and continuing thereafter, the city
hereby invokes its authority, in accordance with the Act, to impose the local
communications services tax rate of 5.1 percent as set forth in F.S. § 202.19(2)(a).
The city hereby declares that this subsection shall be its notice to the department of
revenue of the city's election to require an adjustment of the local communications
services tax for the period beginning on October 1, 2002, and continuing thereafter
unless and until expressly repealed or preempted. The Act is designed to be
revenue neutral. Consistent with this specific legislative intent of the Act that the
new tax structure provide revenue neutrality for local governments, the city hereby
makes this adjustment.
(e) Local communications services tax rate.
(1) Authority. The city hereby invokes its authority, in accordance with F.S. §
337.401(3)(c)1., to adjust its local communications services tax rate by the addition
of 0.12 percent in lieu of requiring and collecting permit fees from any provider of
communications services. The Act is designed to be revenue neutral. Consistent
with this specific legislative intent of the Act that the new tax structure provide
revenue neutrality for local governments, the city hereby makes this adjustment.
(2) Adjustment. This adjustment shall be applied to the same communications services
subject to the local communications services tax set forth in F.S. §§ 202.20(1)(a)
and (1)(b), and F.S. § 202.19(2)(a).
(3) Notification. F.S. § 337.401(3)(c)1. requires that the city notify the department of
revenue, by certified mail postmarked on or before July 16, 2001, of whether the
city will elect to forego the collection of permit fees. This statutory section permits
the city to adjust its local communications services tax rate by ordinance or
resolution. In accordance with these prerogatives the city adopts this subsection.
Likewise, the city hereby declares that this subsection shall be its notice to the
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#2022-O-11
department of revenue of the city's election to require an adjustment of the local
communications services tax in lieu of collecting permit fees.
(4) Term. The city hereby declares that this adjustment shall remain in effect until and
unless otherwise expressly repealed by the city, irrespective of whether the city, in
its discretion, maintains a local communications services tax rate under F.S. §§
202.20(1)(a) and (1)(b) or F.S. § 202.19(2)(a).
Sec. 16-3. Collection; liability of seller.
(a) Pursuant to F.S. § 166.231, it shall be the duty of every seller of electricity, metered or
bottled gas (natural liquefied petroleum gas or manufactured), water service,
telecommunications service or fuel oil to collect from the purchaser at the time of payment
for such service any tax imposed and levied pursuant to the provisions of this chapter. The
seller shall then report and pay over to the finance director of the city on or before the 20th
day of each calendar month all such taxes imposed and levied pursuant to the chapter for the
preceding calendar month, whether or not such taxes were collected from the purchaser by
the seller. In the event the 20th day falls on a Saturday, Sunday or holiday, the time shall be
extended to the next business day following the Saturday, Sunday or holiday. The date of
receipt of such taxes by the city will be the date post marked by the U.S. Postal Service, the
day received by the finance director or if by electronic transfer, the date received by the
bank as indicated on the bank statement. The finance director is authorized to prescribe the
forms on which the reports shall be made.
(b) It shall be unlawful for a seller to collect the purchase price of electricity, metered or bottled
gas, water service, telecommunications service or fuel oil without collecting, reporting, and
paying over to the city the tax imposed and levied pursuant to this chapter.
(c) If a seller fails to pay the tax within the time required, there shall be added to the tax a
penalty in the amount of ten percent for the first 30 days or fraction thereof, plus an
additional five percent for each additional 30 days or fraction thereof during the time which
the failure continues.
(d) For the purpose of compensating the seller of telecommunications service, the seller shall be
allowed one percent of the amount of the tax collected and due to the city in the form of a
deduction from the amount collected for remittance. The deduction shall be allowed as
compensation for the keeping of records and for the collection and remittance of the tax.
Sec. 16-4. Records of purchases; inspection.
(a) Each seller of electricity, metered or bottled gas (natural, liquefied, petroleum gas or
manufactured), water service, telecommunication service or fuel oil shall keep complete
records showing all purchases in the city of the service, which records shall show the
purchase price, the date of purchase, and the date of payment. The records shall be kept
open for inspection by the duly authorized agents of the city during business hours on all
business days. The duly authorized agents of the city shall have the right, power and
authority to audit, examine, and make transcripts of any and all business and/or sales
records including those records stored on computer software or otherwise kept by electronic
means, in any way pertaining to the sale, within the city limits during such times as they
may desire.
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(b) Sellers of telecommunications services taxable pursuant to the provisions of this chapter
shall provide to the city, upon 60 days' notice, access to all applicable records for such
telecommunications service. However, any information received by the city in connection
with such audit is confidential and exempt from the provisions of F.S. § 119.07(l).
(c) Records not located within the municipal limits of the city must be furnished by the seller to
the city within 14 days of written demand except for telecommunication service which must
be given 60 days' notice. Should the seller fail to comply with the written demand, the city
may authorize an agent or officer of the city to conduct an audit at the location where the
records are maintained, at the seller's expense.
Sec. 16-5. Exemptions.
The following are exempt from payment of the tax levied and imposed pursuant to this
chapter:
(1) The United States, the state and political subdivisions and agencies thereof.
(2) Purchases by any recognized church for use exclusively for church purposes.
(3) The purchase of natural gas or fuel oil by a public or private utility, either for resale
or for use as fuel in the generation of electricity, or for the purchase of fuel oil or
kerosene for use as an aircraft engine fuel or propellant or for use in internal
combustion engines.
(4) Purchases of local telephone service or other telecommunication services for use in
the conduct of a telecommunication service for hire or otherwise for resale.
(5) Sales of bottled water.
Sec. 16-6. Computation of tax.
The tax imposed and levied pursuant to the chapter may be computed on the aggregate
amount of purchase during the monthly period, provided that the amount of the tax to be
collected shall be the nearest whole cent to the amount computed.
Sec. 16-7. Scope of tax.
The purchase upon which a tax is imposed and levied pursuant to this chapter shall embrace
and include any part of the transaction of purchase occurring in the city, whether it is the entering
into of a contract for the purpose of the utility service, the payment of the charges or the use of
lines, poles, pipes, wires or the streets for the transmission or delivery of the service.
Sec. 16-8. Occupational license.
The city clerk shall refuse to issue an occupational license to an applicant or to renew the
same if the tax levied and imposed pursuant to this chapter applicable to the business has become
delinquent or remains unpaid.
ARTICLE II – FIRE SERVICES SPECIAL ASSESSMENTS
Sec. 16-9 Introduction
(a). Interpretation; title and citation.
1) Unless the context indicates otherwise, words importing the singular number include the
plural number, and vice versa; the terms "hereof," "hereby," "herein," "hereto", "hereunder,"
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and similar terms refer to this part; and the term "hereafter" means after, and the term
"heretofore" means before, the effective date of the Ordinance from which this part derives.
Words of any gender include the correlative words of the other genders, unless the sense
indicates otherwise.
2) This part, being necessary for the welfare of the inhabitants of the city, shall be liberally
construed to effect the purposes hereof.
3) This part shall be known and cited as “Fire Services Special Assessments Ordinance.”
(b). General findings.
It is hereby ascertained, determined, and declared that:
(1) Pursuant to Article VIII, section 2(b), Florida Constitution and F.S. §§ 166.021 and
166.041, the city council has all powers of local self government to perform municipal
functions and to render municipal services in a manner not inconsistent with law, and
such power may be exercised by the enactment of city ordinances.
(2) The city council may exercise any governmental, corporate, or proprietary power for a
municipal purpose except when expressly prohibited by law, and the city council may
legislate on any subject matter on which the Florida Legislature may act, except those
subjects described in of F.S. § 166.021(3) (a), (b), (c), and (d). The subject matter of
F.S. § 166.021(3)(a), (b), (c), and (d), are not relevant to the imposition of assessments
related to fire services, facilities or programs of the city.
(3) The purpose of this part is to:
a. Provide procedures and standards for the imposition of citywide fire services
assessments under the general home rule powers of a municipality to impose
special assessments;
b. Authorize a procedure for the funding of fire services, facilities, or programs
providing special benefits to property within the city; and
c. Legislatively determine the special benefit provided to assessed property from the
provision of the city's fire services.
(4) The annual fire services assessments, to be imposed using the procedures provided in
this part, shall constitute non-ad valorem assessments within the meaning and intent of
the Uniform Assessment Collection Act.
(5) The fire services assessments to be imposed using the procedures provided in this part
are imposed by the city council, not the Volusia County Board of County
Commissioners, property appraiser or tax collector. The duties of the property appraiser
and tax collector under the provisions of this part and the Uniform Assessment
Collection Act are ministerial.
(c). Legislative determinations of special benefit.
It is hereby ascertained and declared that the fire services, facilities, and programs provide a
special benefit to property because fire services possess a logical relationship to the use and
enjoyment of property by:
(1) Protecting the value and integrity of the improvements and structures through the provision
of available fire services;
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(2) Protecting the life and safety of intended occupants in the use and enjoyment of property;
(3) Lowering the cost of fire insurance by the presence of a professional and comprehensive fire
program within the city; and
(4) Containing the spread of fire incidents occurring on unimproved property with the potential
to spread and endanger the structures and occupants of improved property.
(d). Applicability.
This part and the city council's authority to impose assessments pursuant hereto shall be
applicable throughout the city.
(e) Alternative method.
(1) This part shall be deemed to provide an additional and alternative method for the doing of
the things authorized hereby and shall be regarded as supplemental and additional to powers
conferred by other laws, and shall not be regarded as in derogation of any powers now
existing or which may hereafter come into existence.
(2) Nothing herein shall preclude the city council from directing and authorizing, by resolution,
the combination with each other of:
a Any supplemental or additional notice deemed proper, necessary, or convenient by the
city;
b Any notice required by this part; or
c Any notice required by law, including the Uniform Assessment Collection Act.
Sec. 16.-10. - Annual Fire Services Assessment
(a). General authority.
(1) The city council is hereby authorized to impose an annual fire services assessment to fund
all or any portion of the fire services assessed cost upon benefited property within the
incorporated area of the city at a rate of assessment based on the special benefit accruing to
such property from the city's provision of fire services, facilities, or programs. All fire
services assessments shall be imposed in conformity with the procedures set forth in this
part.
(2) The amount of the fire services assessment imposed in a fiscal year against a parcel of
assessed property shall be determined pursuant to an apportionment methodology based
upon a classification of property designed to provide a fair and reasonable apportionment of
the fire services assessed cost among properties on a basis reasonably related to the special
benefit provided by fire services, facilities, or programs funded with assessment proceeds.
(3) Nothing contained in this part shall be construed to require the imposition of the fire services
assessment against government property.
(b). Initial proceedings.
The initial proceeding for the imposition of a fire services assessment shall be the
adoption of an initial assessment resolution by the city council:
(1) Containing a brief and general description of the fire services, facilities, or programs to be
provided;
(2) Determining the fire services assessed cost to be assessed;
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(3) Describing the method of apportioning the fire services assessed cost and the computation of
the fire services assessment for specific properties;
(4) Establishing an estimated assessment rate for the applicable fiscal year;
(5) Establishing a maximum assessment rate, if desired by the city council; and
(6) Directing the city manager to:
a. Prepare the initial assessment roll, as required by section 16-910(c);
b. Publish the notice required by section 16-910(d); and
c. Mail the notice required by section 16-910(e) using information then available from the
tax roll.
(c). Initial assessment roll.
(1) The city manager shall prepare, or direct the preparation of, the initial assessment roll, which
shall contain the following:
a A summary description of all assessed property conforming to the description contained
on the tax roll.
b The name of the owner of the assessed property.
c The amount of the fire services assessment to be imposed against each such parcel of
assessed property.
(2) The initial assessment roll shall be retained by the city manager and shall be open to public
inspection. The foregoing shall not be construed to require that the assessment roll be in
printed form if the amount of the fire services assessment for each parcel of property can be
determined by use of a computer terminal available to the public.
(d). Notice by publication.
(1) Upon completion of the initial assessment roll, the city manager shall publish, or direct the
publication of, once in a newspaper of general circulation within the city a notice stating that
at a meeting of the city council on a certain day and hour, not earlier than 20 calendar days
from such publication, which meeting shall be a regular, adjourned, or special meeting, the
city council will hear objections of all interested persons to the final assessment resolution
which shall establish the rate of assessment and approve the aforementioned initial
assessment roll.
(2) The published notice shall conform to the requirements set forth in the Uniform Assessment
Collection Act. Such notice shall include:
a. A geographic depiction of the property subject to the fire services assessment;
b. A brief and general description of the fire services, facilities, or programs to be
provided;
c. The rate of assessment including a maximum assessment rate in the event one was
adopted;
d. The procedure for objecting provided in section 16-911;
e. The method by which the fire services assessment will be collected; and
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f. A statement that the initial assessment roll is available for inspection at the office of
the city manager and all interested persons may ascertain the amount to be assessed
against a parcel of assessed property at the office of the city manager.
(e). Notice by mail.
(1) In addition to the published notice required by section 16-910, the city manager shall
provide notice, or direct the provision of notice, of the proposed fire services assessment by
first class mail to the owner of each parcel of property subject to the fire services
assessment.
(2) Such notice shall include:
a. The purpose of the fire services assessment;
b. The rate of assessment to be levied against each parcel of property, including a
maximum assessment rate in the event one was adopted;
c. The unit of measurement applied to determine the fire services assessment;
d. The number of such units contained in each parcel of property;
e. The total revenue to be collected by the city from the fire services assessment;
f. A statement that failure to pay the fire services assessment will cause a tax certificate
to be issued against the property or foreclosure proceedings to be instituted, either of
which may result in a loss of title to the property;
g. A statement that all affected owners have a right to appear at the hearing and to file
written objections with the city council within 20 days of the notice; and
h. The date, time, and place of the hearing.
(3) The mailed notice shall conform to the requirements set forth in the Uniform Assessment
Collection Act. Notice shall be mailed at least 20 calendar days prior to the hearing to each
owner at such address as is shown on the tax roll. Notice shall be deemed mailed upon
delivery thereof to the possession of the United States Postal Service. The city manager may
provide proof of such notice by affidavit. Failure of the owner to receive such notice due to
mistake or inadvertence shall not affect the validity of the assessment roll nor release or
discharge any obligation for payment of a fire services assessment imposed by the city
council pursuant to this part.
Sec. 16-11. - Adoption of final assessment resolution.
(a) At the public hearing as noticed pursuant to sections 16-910, or to which an adjournment or
continuance may be taken by the city council, the city council shall receive any oral or
written objections of interested persons and may then, or at any subsequent meeting of the
city council adopt the final assessment resolution which shall:
(1) Confirm, modify, or repeal the initial assessment resolution with such amendments, if
any, as may be deemed appropriate by the city council;
(2) Establish the rate of assessment to be imposed in the upcoming fiscal year;
(3) Establish a maximum assessment rate that may be imposed in the event such rate was
adopted;
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(4) Approve the initial assessment roll, with such amendments as it deems just and right;
and
(5) Determine the method of collection.
(b) The adoption of the final assessment resolution by the city council shall constitute a
legislative determination that all parcels assessed derive a special benefit from the fire
services, facilities, or programs to be provided or constructed and a legislative determination
that the fire services assessments are fairly and reasonably apportioned among the properties
that receive the special benefit.
(c) All written objections to the final assessment resolution shall be filed with the city manager
at or before the time or adjourned time of such hearing. The final assessment resolution shall
constitute the annual rate resolution for the initial fiscal year in which fire services
assessments are imposed or reimposed hereunder.
Sec. 16-12. - Effect of final assessment resolution.
The fire services assessments for the initial fiscal year shall be established upon adoption of
the final assessment resolution. The adoption of the final assessment resolution shall be the final
adjudication of the issues presented (including, but not limited to, the determination of special
benefit and fair apportionment to the assessed property; the method of apportionment and
assessment; the initial rate of assessment; the maximum assessment rate, if any; the initial
assessment roll; and the levy and lien of the fire services assessments), unless proper steps shall
be initiated in a court of competent jurisdiction to secure relief within 20 days from the date of
the city council action on the final assessment resolution. The initial assessment roll, as approved
by the final assessment resolution, shall be delivered to the tax collector, as required by the
Uniform Assessment Collection Act, or if the alternative method described in section 16-923 is
used to collect the fire services assessments, such other official as the city council by resolution
shall designate.
Sec. 16-13. - Adoption of annual rate resolution.
(a) The city council shall adopt an annual rate resolution during its budget adoption process for
each fiscal year following the initial fiscal year for which a fire services assessment is
imposed hereunder.
(b) The initial proceedings for the adoption of an annual rate resolution shall be the adoption of
a preliminary rate resolution by the city council:
(1) Containing a brief and general description of the fire services, facilities, or programs to
be provided;
(2) Determining the fire services assessed cost to be assessed for the upcoming fiscal year;
(3) Establishing the estimated assessment rate for the upcoming fiscal year;
(4) Establishing or increasing a maximum assessment rate, if desired by the city council;
(5) Authorizing the date, time, and place of a public hearing to receive and consider
comments from the public and consider the adoption of the annual rate resolution for
the upcoming fiscal year; and
(6) Directing the city manager to:
a. Update the assessment roll;
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b. Provide notice by publication and first class mail to affected owners in the event
circumstances described in subsection (f) of this section so require; and
c. Directing and authorizing any supplemental or additional notice deemed proper,
necessary or convenient by the city.
(c) The annual rate resolution shall (1) establish the rate of assessment to be imposed in the
upcoming fiscal year and (2) approve the assessment roll for the upcoming fiscal year with
such adjustments as the city council deems just and right. The assessment roll shall be
prepared in accordance with the method of apportionment set forth in the initial assessment
resolution, or any subsequent preliminary rate resolution, together with modifications, if
any, that are provided and confirmed in the final assessment resolution or any subsequent
annual rate resolution.
(d) Nothing herein shall preclude the city council from providing annual notification to all
owners of assessed property in the manner provided in sections 16-910 or any other method
as provided by law.
(e) The city council may establish or increase a maximum assessment rate in an initial
assessment resolution or preliminary rate resolution and confirm such maximum assessment
rate in the event notice of such maximum rate assessment has been included in the notices
required by section 16-910 herein.
(f) In the event (1) the proposed fire services assessment for any fiscal year exceeds the rates of
assessment adopted by the city council including a maximum assessment rate, if any, that
were listed in the notices previously provided to the owners of assessed property pursuant to
section 16-910, (2) the purpose for which the fire services assessment is imposed or the use
of the revenue from the fire services assessment is substantially changed from that
represented by notice previously provided to the owners of assessed property pursuant to
sections 16-910 and 16-9, (3) assessed property is reclassified or the method of
apportionment is revised or altered resulting in an increased fire services assessment from
that represented by notice previously provided to the owners of assessed property pursuant
to section 16-910, or (4) an assessment roll contains assessed property that was not included
on the assessment roll approved for the prior fiscal year, notice shall be provided by
publication and first class mail to the owners of such assessed property as provided by law.
Such notice shall substantially conform with the notice requirements set forth in section 16-
910 and inform the owner of the date, time, and place for the adoption of the annual rate
resolution. The failure of the owner to receive such notice due to mistake or inadvertence
shall not affect the validity of the assessment roll nor release or discharge any obligation for
payment of a fire services assessment imposed by the city council pursuant to this part.
(g) As to any assessed property not included on an assessment roll approved by the adoption of
the final assessment resolution or a prior year's annual rate resolution, the adoption of the
succeeding annual rate resolution shall be the final adjudication of the issues presented as to
such assessed property (including, but not limited to, the determination of special benefit
and fair apportionment to the assessed property, the method of apportionment and
assessment, the rate of assessment, the establishment or increase of a maximum assessment
rate, the assessment roll, and the levy and lien of the fire services assessments), unless
proper steps shall be initiated in a court of competent jurisdiction to secure relief within 20
days from the date of the city council action on the annual rate resolution. Nothing contained
herein shall be construed or interpreted to affect the finality of any fire services assessment
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not challenged within the required 20-day period for those fire services assessments
previously imposed against assessed property by the inclusion of the assessed property on an
assessment roll approved in the final assessment resolution or any subsequent annual rate
resolution.
(h) The assessment roll, as approved by the annual rate resolution, shall be delivered to the tax
collector as required by the Uniform Assessment Collection Act or if the alternative method
described in section 16-923 is used to collect the fire services assessments, such other
official as the city council by resolution shall designate. If the fire services assessment
against any property shall be sustained, reduced, or abated by the court, an adjustment shall
be made on the assessment roll.
Sec. 16-14. - Lien of fire services assessments.
Upon the adoption of the assessment roll, all fire services assessments shall constitute a lien
against assessed property equal in rank and dignity with the liens of all state, county, district, or
municipal taxes and special assessments. Except as otherwise provided by law, such lien shall be
superior in dignity to all other prior liens, mortgages, titles, and claims, until paid. The lien for a
fire services assessment shall be deemed perfected upon the city council's adoption of the final
assessment resolution or the annual rate resolution, whichever is applicable. The lien for a fire
services assessment collected under the Uniform Assessment Collection Act shall attach to the
property included on the Assessment Roll as of the prior January 1, the lien date for ad valorem
taxes imposed under the tax roll. The lien for a fire services assessment collected under the
alternative method of collection provided in section 16-923 shall be deemed perfected upon the
city council's adoption of the final assessment resolution or the annual rate resolution, whichever
is applicable, and shall attach to the property on such date of adoption.
Sec. 16-15. - Authorization for exemptions and hardship assistance.
(a) The city council, in its sole discretion, shall determine on an annual basis whether to provide
exemptions from payment of the fire services assessment for government property or
institutional property whose use is wholly or partially exempt from ad valorem taxation
under Florida law.
(b) The city council, in its sole discretion, shall determine on an annual basis whether to provide
a program of hardship assistance to city residents who are living below or close to the
poverty level and are at risk of losing title to their homes as a result of the imposition of the
fire services assessments.
(c) On an annual basis, the city council shall designate the funds available, if any, to provide
any exemptions or hardship assistance. The provision of an exemption or hardship assistance
in any one year shall in no way establish a right or entitlement to such exemption or
assistance in any subsequent year and the provision of funds in any year may be limited to
the extent funds are available and appropriated by the city council. Any funds designated for
exemptions or hardship assistance shall be paid by the city from funds other than those
generated by the fire services assessment.
(d) Any shortfall in the expected fire services assessment proceeds due to any hardship
assistance or exemptions from payment of the fire services assessments required by law or
authorized by the city council shall be supplemented by any legally available funds, or
combination of such funds, and shall not be paid for by proceeds or funds derived from the
fire services assessments. In the event a court of competent jurisdiction determines any
exemption or reduction by the city council is improper or otherwise adversely affects the
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validity of the fire services assessment imposed for any fiscal year, the sole and exclusive
remedy shall be the imposition of a fire services assessment upon each affected tax parcel in
the amount of the fire services assessment that would have been otherwise imposed save for
such reduction or exemption afforded to such tax parcel by the city council.
Sec. 16-16 - Government property.
(a) In the event fire services assessments are imposed against government property, the city
council shall provide fire services assessment bills by first class mail to the owner of each
affected parcel of government property. The bill or accompanying explanatory material shall
include:
(1) A brief explanation of the fire services assessment;
(2) A description of the unit of measurement used to determine the amount of the fire
services assessment;
(3) The number of units contained within the parcel;
(4) The total amount of the parcel's fire services assessment for the appropriate period;
(5) The location at which payment will be accepted; and
(6) The date on which the fire services assessment is due.
(b) Fire services assessments imposed against government property shall be due on the same
date as all other fire services assessments and, if applicable, shall be subject to the same
discounts for early payment.
(c) A fire services assessment shall become delinquent if it is not paid within 30 days from the
date payment was due, as identified in paragraph (a)(6) of this section. The city council shall
notify the owner of any government property that is delinquent in payment of its fire
services assessment within sixty (60) days from the date such assessment was due. Such
notice shall state that the city council will initiate a mandamus or other appropriate judicial
action to compel payment.
(d) All costs, fees and expenses, including reasonable attorneys’ fees and title search expenses,
related to any mandamus or other action as described herein shall be included in any
judgment or decree rendered therein. All delinquent owners of government property against
which a mandamus or other appropriate action is filed shall be liable for an apportioned
amount of reasonable costs and expenses incurred by the city, including reasonable
attorneys’ fees, in collection of such delinquent fire services assessments and any other costs
incurred by the city council as a result of such delinquent fire services assessments and the
same shall be collectible as a part of or in addition to, the costs of the action.
(e) As an alternative to the foregoing, a fire services assessment imposed against government
property may be collected as a surcharge on a utility bill provided to such government
property in periodic installments with a remedy of a mandamus action in the event of non-
payment. The city council may contract for such billing services with any utility, whether or
not such utility is owned by the city.
Sec. 16-17. - Revisions to fire services assessments.
If any fire services assessment made under the provisions of this part is either in whole or in
part annulled, vacated, or set aside by the judgment of any court, or if the city council is satisfied
that any such fire services assessment is so irregular or defective that the same cannot be
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enforced or collected, or if the city council has failed to include or omitted any property on the
assessment roll, which property should have been so included, the city council may take all
necessary steps to impose a new fire services assessment against any property benefited by the
fire services assessed costs, following as nearly as may be practicable, the provisions of this part
and in case such second fire services assessment is annulled, vacated, or set aside, the city
council may obtain and impose other fire services assessments until a valid fire services
assessment is imposed.
Sec16-18. - Procedural irregularities.
Any informality or irregularity in the proceedings in connection with the levy of any fire
services assessment under the provisions of this part shall not affect the validity of the same after
the approval thereof, and any fire services assessment as finally approved shall be competent and
sufficient evidence that such fire services assessment was duly levied, that the fire services
assessment was duly made and adopted, and that all other proceedings adequate to such fire
services assessment were duly had, taken, and performed as required by this part; and no
variance from the directions hereunder shall be held material unless it be clearly shown that the
party objecting was materially injured thereby.
Sec. 16-19 - Correction of errors and omissions.
(a) No act of error or omission on the part of the property appraiser, tax collector, city manager,
city council, or their deputies or employees, shall operate to release or discharge any
obligation for payment of a fire services assessment imposed by the city council under the
provision of this part.
(b) When it shall appear that any fire services assessment should have been imposed under this
part against a parcel of property specially benefited by the provision of fire services,
facilities, or programs, but that such property was omitted from the assessment roll; or such
property was erroneously assessed; or was not listed on the tax roll as an individual parcel of
property as of the effective date of the assessment roll approved by the annual rate resolution
for any upcoming fiscal year, the city council may, upon provision of a notice by mail
provided to the owner of the omitted or erroneously assessed parcel in the manner and form
provided in section 16-120, impose the applicable fire services assessment for the fiscal year
in which such error or omission is discovered, in addition to the applicable fire services
assessment due for the prior two fiscal years. Such fire services assessment shall constitute a
lien against assessed property equal in rank and dignity with the liens of all state, county,
district, or municipal taxes and special assessments, and superior in rank and dignity to all
other prior liens, mortgages, titles, and claims in and to or against the real property involved,
shall be collected as provided in Subpart 3 of this partsection 16-22 or section 16-23, and
shall be deemed perfected on the date of adoption of the resolution imposing the omitted or
delinquent assessments.
(c) Prior to the delivery of the assessment roll to the tax collector in accordance with the
Uniform Assessment Collection Act, the city manager shall have the authority at any time,
upon his or her own initiative or in response to a timely filed petition from the owner of any
property subject to a fire services assessment, to reclassify property based upon presentation
of competent and substantial evidence, and correct any error in applying the fire services
assessment apportionment method to any particular parcel of property not otherwise
requiring the provision of notice pursuant to the Uniform Assessment Collection Act. Any
such correction shall be considered valid ab initio and shall in no way affect the enforcement
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of the fire services assessment imposed under the provisions of this part. All requests from
affected property owners for any such changes, modifications or corrections shall be referred
to, and processed by, the city manager and not the property appraiser or tax collector.
(d) After the assessment roll has been delivered to the tax collector in accordance with the
Uniform Assessment Collection Act, any changes, modifications, or corrections thereto shall
be made in accordance with the procedures applicable to correcting errors and insolvencies
on the tax roll upon timely written request and direction of the city manager.
Sec. 16-21 - Interim assessments.
(a) An interim fire services assessment may be imposed against all property for which a
certificate of occupancy is issued after the adoption of the annual rate resolution. The
amount of the interim fire services assessment shall be calculated upon a monthly rate,
which shall be one-twelfth of the annual rate for such property computed in accordance with
the annual rate resolution for the fiscal year for which the interim fire services assessment is
being imposed. Such monthly rate shall be imposed for each full calendar month remaining
in the fiscal year. In addition to the monthly rate, the interim fire services assessment may
also include an estimate of the subsequent fiscal year's fire services assessment.
(b) Issuance of the certificate of occupancy without the payment in full of the interim fire
services assessment shall not relieve the owner of such property of the obligation of full
payment. Any interim fire services assessment not collected prior to the issuance of the
certificate of occupancy may be collected pursuant to the Uniform Assessment Collection
Act as provided in section 16-22 of this part, under the alternative collection method
provided in section 16-23 or by any other method authorized by law.
(c) Any interim fire services assessment shall be deemed due and payable on the date the
certificate of occupancy was issued and shall constitute a lien against such property as of
that date. Said lien shall be equal in rank and dignity with the liens of all state, county,
district or municipal taxes and special assessments, and superior in rank and dignity to all
other liens, encumbrances, titles and claims in and to or against the real property involved
and shall be deemed perfected upon the issuance of the certificate of occupancy.
Sec. 16-22. - Method of collection
(a) Unless otherwise directed by the city council, the fire services assessments shall be
collected pursuant to the uniform method provided in the Uniform Assessment Collection Act,
and the city shall comply with all applicable provisions of the Uniform Assessment Collection
Act. Any hearing or notice required by this part may be combined with any other hearing or
notice required by the Uniform Assessment Collection Act or other provision of law.
(b) The amount of a fire services assessment to be collected using the uniform method
pursuant to the Uniform Assessment Collection Act for any specific parcel of benefited property
may include an amount equivalent to the payment delinquency, delinquency fees and recording
costs for a prior year's assessment for a comparable service, facility, or program provided:
(1) The collection method used in connection with the prior year's assessment did not
employ the use of the uniform method of collection authorized by the Uniform
Assessment Collection Act;
(2) Notice is provided to the owner as required under the Uniform Assessment Collection
Act; and
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(3) Any lien on the affected parcel for the prior year's assessment is supplanted and
transferred to such fire services assessment upon certification of a non-ad valorem roll
to the tax collector by the city.
Sec. 16-23. - Alternative method of collection.
In lieu of using the Uniform Assessment Collection Act, the city council may elect to collect
the fire services assessments by any other method which is authorized by law or under the
alternative collection method provided by this section:
(a) The city manager shall provide fire services assessment bills by first class mail to the owner
of each affected parcel of property that is subject to the fire services assessment. The bill or
accompanying explanatory material shall include:
(1) A brief explanation of the fire services assessment;
(2) A description of the unit of measurement used to determine the amount of the fire
services assessment;
(3) The number of units contained within the parcel;
(4) The total amount of the fire services assessment imposed against the parcel for the
appropriate period;
(5) The location at which payment will be accepted;
(6) The date on which the fire services assessment is due; and
(7) A statement that the fire services assessment constitutes a lien against assessed property
equal in rank and dignity with the liens of all state, county, district or municipal taxes
and other non-ad valorem assessments.
(b) A general notice of the lien resulting from imposition of the fire rescue assessments shall be
recorded in the official records of the city. Nothing herein shall be construed to require that
individual liens or releases be filed in the official records.
(c) The city council shall have the right to foreclose and collect all delinquent fire services
assessments in the manner provided by law for the foreclosure of mortgages on real property
or appoint or retain an agent to institute such foreclosure and collection proceedings. A fire
services assessment shall become delinquent if it is not paid within 30 days from the date
payment was due, as identified in accordance with subsection (1)f.(a)(6) of this section. The
city manager or his or her designee shall notify any property owner who is delinquent in
payment of his or her fire services assessment within 60 days from the date such assessment
was due. Such notice shall state in effect that the city manager or his or her designee will
either (1) initiate a foreclosure action or suit in equity and cause the foreclosure of such
property subject to a delinquent fire services assessment in a method now or hereafter
provided by law for foreclosure of mortgages on real property, or (2) cause an amount
equivalent to the delinquent fire services assessment, not previously subject to collection
using the uniform method under the Uniform Assessment Collection Act, to be collected on
the tax bill for a subsequent year.
(d) All costs, fees and expenses, including reasonable attorneys’ fees and title search expenses,
related to any foreclosure action as described herein shall be included in any judgment or
decree rendered therein. At the sale pursuant to decree in any such action, the city may be the
purchaser to the same extent as any person. The city manager or his or her designee may join
Struck through passages are deleted. 21
Underlined passages are added.
#2022-O-11
in one foreclosure action the collection of fire services assessments against any or all
property assessed in accordance with the provisions hereof. All delinquent owners whose
property is foreclosed shall be liable for an apportioned amount of reasonable costs and
expenses incurred by the city and its agents, including reasonable attorneys’ fees, in
collection of such delinquent fire services assessments and any other costs incurred by the
city as a result of such delinquent fire services assessments and the same shall be collectible
as a part of or in addition to, the costs of the action.
(e) In lieu of foreclosure, any delinquent fire services assessment and the costs, fees and
expenses attributable thereto, may be collected pursuant to the Uniform Assessment
Collection Act; provided however, that (1) notice is provided to the owner in the manner
required by the Uniform Assessment Collection Act and this part, and (2) any existing lien of
record on the affected parcel for the delinquent fire services assessment is supplanted by the
lien resulting from certification of the assessment roll, as applicable, to the tax collector.
(f) Notwithstanding the city council's use of an alternative method of collection, the city
manager shall have the same power and authority to correct errors and omissions as provided
to the city manager or other city officials in section 16-19 herein.
(g) Any city council action required in the collection of fire services assessments may be by
resolution.
PART B. CONFLICTING PROVISIONS
All conflicting ordinances and resolutions, or parts thereof in conflict with this ordinance
are hereby superseded by this ordinance to the extent of such conflict.
PART C. SEVERABILITY AND APPLICABILITY
If any portion of this ordinance is for any reason held or declared to be unconstitutional,
inoperative, or void, such holding shall not affect the remaining portions of this ordinance. If
this ordinance or any provisions thereof shall be held to be inapplicable to any person, property,
or circumstances, such holding shall not affect its applicability to any other person, property or
circumstance.
PART D. CODIFICATION
Provisions of this ordinance shall be incorporated in the Code of Ordinances of the City
of Edgewater, Florida, and the word “ordinance”, may be changed to “section”, “article”, or
other appropriate word, and the sections of this ordinance may be renumbered or re-lettered to
accomplish such intention; provided, however, that Parts B through F shall not be codified.
PART E. EFFECTIVE DATE
Struck through passages are deleted. 22
Underlined passages are added.
#2022-O-11
This ordinance shall take effect upon adoption.
PART F. ADOPTION
After Motion to approve by _______________________________with Second by
____________________________________________________________the vote on the first
reading of this ordinance held on, ________________________________was as follows:
AYE NAY
Mayor Mike Thomas
Councilwoman Christine Power
Councilwoman Gigi Bennington
Councilwoman Megan O’Keefe
Councilman Jonah Powers
After Motion to approve by _______________________________ with Second by
____________________________________________________________the vote on the second
reading of this ordinance held on _________________________________, was as follows:
AYE NAY
Mayor Mike Thomas
Councilwoman Christine Power
Councilwoman Gigi Bennington
Councilwoman Megan O’Keefe
Councilman Jonah Powers
Struck through passages are deleted. 23
Underlined passages are added.
#2022-O-11
PASSED AND DULY ADOPTED this _____ day of __________________, 2022.
CITY COUNCIL OF THE
CITY OF EDGEWATER,
FLORIDA
Mike Thomas
Mayor
ATTEST:
Bonnie Zlotnik, CMC
City Clerk
For the use and reliance only by the City of
Edgewater, Florida Approved as to form and
legality by:
Aaron R. Wolfe, Esquire
City Attorney
Doran, Sims, Wolfe & Yoon
Approved by the City Council of the City of
Edgewater at a meeting held on this day of
, 2022 under Agenda Item No
8_____
City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:2022-R-08,Version:1
COUNCIL AGENDA ITEM
SUBJECT:
Resolution No.2022-R-08;amending the required number of board members and quorum of the Environmental
Advisory Board.
DEPARTMENT: City Clerk
SUMMARY:
On August 3,2020 City Council adopted Resolution 2020-R-20;creating an Environmental Advisory Board.
Section 2 of Resolution 2020-R-20 required the Board to consist of seven (7)members with five (5)members
constituting a quorum.At their regular meeting of July 12,2021 City Council determined the Board would be
more effective with five (5) members.
BUDGETED ITEM:☐ Yes ☐ No ☒ Not Applicable
BUDGET AMENDMENT REQUIRED:☐ Yes ☐ No ☒ Not Applicable
RECOMMENDED ACTION:
Motion to adopt Resolution 2022-R-08.
City of Edgewater Printed on 4/19/2022Page 1 of 1
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2022-R-08 1
RESOLUTION NO. 2022-R-08
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF EDGEWATER, FLORIDA, AMENDING RESOLUTION
2020-R-20 BY MODIFYING THE REQUIRED NUMBER OF
MEMBERS AND QUORUM OF THE ENVIRONMENTAL
ADVISORY BOARD; REPEALING ALL RESOLUTIONS IN
CONFLICT HEREWITH AND PROVIDING FOR AN
EFFECTIVE DATE.
WHEREAS, during the August 3, 2020 City Council Meeting, Council adopted
Resolution 2020-R-20; creating an Environmental Advisory Board for the betterment of the City
of Edgewater; and
WHEREAS, Section 2 of Resolution 2020-R-20 required the Board to consist of seven
(7) members with five (5) members constituting a quorum; and
WHEREAS, during the July 12, 2021 City Council Meeting, Council determined the
Board would be more effective with five (5) members; and
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
Edgewater, Florida:
Section 1. Membership of the Environmental Advisory board shall be modified as
follows:
[…]
The Board shall consist of five (5) members; the majority (3) shall be residents of the City
of Edgewater and the remaining (2) may reside anywhere within the County of Volusia. Two (2)
members of the board shall have environmental work experience and are professionals in this
specialized area. Applicants who wish to apply for board appointment shall submit a resume’
indicating their experience and/or qualifications in environmental management, comprehensive
planning or development in an environmentally friendly manner. These applicants shall be
interviewed by the Mayor and City Council and shall be appointed by Council with consensus of
a quorum of Council.
2022-R-08 2
Upon acceptance and taking oath of office, each member shall uphold the duties and
responsibilities of the position. A quorum of the Board shall constitute three (3) members.
[…]
Section 2. Severability. If any section, subsection, sentence, clause, phrase or portion of
this Resolution is for any reason held invalid or unconstitutional by any court of competent
jurisdiction, such portion shall be deemed a separate, distinct and independent provision and
such holding shall not affect the validity of the remaining portion hereto.
Section 3. All resolutions or parts of resolutions in conflict herewith are hereby repealed.
Section 4. This resolution shall take effect upon adoption.
After Motion to approve by ________________________________________ with
Second by ___________________________________________, the vote on this resolution was
as follows:
AYE NAY
Mayor Mike Thomas
Councilwoman Christine Power
Councilwoman Gigi Bennington
Councilwoman Megan O’Keefe
Councilman Jonah Powers
2022-R-08 3
PASSED AND DULY ADOPTED this day of , 2022.
CITY COUNCIL OF THE
CITY OF EDGEWATER,
FLORIDA
Mike Thomas
Mayor
ATTEST:
Bonnie Zlotnik, CMC
City Clerk
For the use and reliance only by the City of Edgewater,
Florida Approved as to form and legality by:
Aaron R. Wolfe, Esquire
City Attorney
Doran, Sims, Wolfe & Yoon
Approved by the City Council of the City of Edgewater at a
meeting held on this day of , 2022,
under Agenda Item No 8_____
City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:AR-2022-0190,Version:1
ITEM DESCRIPTION:
SD-2201 - Cody Bogart, requesting Preliminary Plat approval for Riverfront Estates
OWNER:Lennar Homes, LLC
REQUESTED ACTION: Preliminary Plat approval
LOCATION: East of South Ridgewood Avenue and south of Jones Fish Camp Road
AREA:28.54± acres
PROPOSED USE: Single Family Residential and Townhome Subdivision
CURRENT LAND USE: Vacant
FLUM DESIGNATION: Low Density Residential with Conservation Overlay
ZONING DISTRICT:RPUD (Residential PUD)
VOTING DISTRICT: 4
SURROUNDING AREA:
Current Land Use FLUM Designation Zoning District
North Vacant/Single Family
Residence
Low Density Residential
with Conservation
Overlay/High Density
Residential with
Conservation Overlay/
Volusia County Urban
Medium Intensity
RPUD (Residential Planned Unit
Development/Volusia County R-
4W (Urban Single Family
Residential)
East Single Family
Residence/River
Volusia County Urban
Medium Intensity
Volusia County R-4W (Urban
Single Family Residential)
South Single Family
Residential/Manufactured
Homes
Volusia County Urban
Medium Intensity
Volusia County R-4W (Urban
Single Family Residential)/MH-
1W (Mobile Home Park)
West Vacant/Boat Storage & Sales Volusia County Urban
Medium Intensity
Volusia County R-4W (Urban
Single Family Residential)
Background:The subject property was annexed into the City in 2020;a PUD Agreement was approved on May 4,2020.The
City of Edgewater Printed on 4/19/2022Page 1 of 2
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File #:AR-2022-0190,Version:1
Background:The subject property was annexed into the City in 2020;a PUD Agreement was approved on May 4,2020.The
development includes 52 single family lots with a minimum size of 50’ x 115’ and 88 townhome units.
The Preliminary Plat and construction plans have been reviewed by the Technical Review Committee (TRC);the Preliminary Plat
substantially meets the requirements of the Land Development Code and PUD Agreement.The Planning and Zoning Board
recommended approval of this item on April 13, 2022.
Land Use Compatibility:Development of the subject property is consistent with the approved PUD Agreement.
Adequate Public Facilities:The subject property has access via Jones Fish Camp Road;improvements per the PUD Agreement shall
be required.Installation of all infrastructure,including but not limited to,roads,sidewalks,streetlights,stormwater retention,utilities
will be the responsibility of the developer.
Comprehensive Plan Consistency:Development of the subject property is consistent with the Comprehensive Plan,Land
Development Code and PUD Agreement.
RECOMMENDED ACTION
Motion to send a favorable recommendation to City Council for SD-2201
City of Edgewater Printed on 4/19/2022Page 2 of 2
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Su bject Prope rty
City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:AR-2022-0191,Version:1
ITEM DESCRIPTION:
SP-2201 -James Hodges,requesting site plan approval for indoor and outdoor storage on property land located
at 4175 S. Ridgewood Avenue
OWNER:Seminole Storage Units 2, LLC
REQUESTED ACTION:Site Plan Approval
LOCATION:4175 S. Ridgewood Avenue
AREA:14.47± acres
PROPOSED USE: Indoor and Boat/RV Storage
CURRENT LAND USE: Vacant
FLUM DESIGNATION: Industrial
ZONING DISTRICT:I-1 (Light Industrial)
VOTING DISTRICT: 4
SURROUNDING AREA:
Current Land Use FLUM Designation Zoning District
North Boston Whaler Industrial MUPUD (Mixed Use Planned
Unit Development)
East Indian River Indian River Indian River
South Vacant Volusia County Industrial Volusia County I-3W (Waterfront
Industrial)
West Florida Roadhouse Commercial B-3 (Highway Commercial)
Background
This property is located adjacent and south of the Boston Whaler manufacturing facility.This property was annexed into the City in
January 2022.The applicant proposes to construct a 76,000 square foot air conditioned building and two non-conditioned buildings
(16,500 square feet and 12,250 square feet).The project will also have outdoor boat and RV storage.Section 21-93.03 of the Land
Development Code requires site plan review from the Planning and Zoning Board and City Council for buildings over 25,000 square
feet. The Planning and Zoning Board recommended approval of this item on April 13, 2022.
Land Use Compatibility:Indoor and Boat/RV storage is compatible with the industrial usage adjacent to the north.
Adequate Public Facilities:The site has vehicular access via South Ridgewood Avenue and has access to sanitary sewer and potable
City of Edgewater Printed on 4/19/2022Page 1 of 2
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File #:AR-2022-0191,Version:1
water.
Comprehensive Plan Consistency:The proposed use is compatible with the Industrial Future Land Use.
RECOMMENDED ACTION
Motion to approve SP-2201
City of Edgewater Printed on 4/19/2022Page 2 of 2
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1" = 100'C1014H DEVELOPMENT, LLC
2107512/03/21NPNP
Alice StClintonCemeteryRd
RiverColonyRdJones Fish Camp Rd
Whaler Way
SRidgewoodAve.
Subject Property
Date: 9/24/2021
Alice StClintonCemeteryRd RiverColonyRdJones Fish Camp Rd
Whaler Way
SRidgewoodAveVolusia County Property Appraiser
.
Date: 9/24/2021
Subject Property
City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:AR-2022-0195,Version:1
COUNCIL AGENDA ITEM
SUBJECT:
Police Vehicle Purchase
DEPARTMENT:
Police
SUMMARY:
Purchase of seven (7)police vehicles to replace aging vehicles and non-police rated vehicles.The purchase
would include one (1)Interceptor SUV K9,one (1)Interceptor SUV Patrol,two (2)F-150 Police Rated
Detective/Administrative,and three (3)Interceptor SUV Police Rated Detective/Administrative.The purchase
will include trading in several non-police rated vehicles and aging police vehicles which have value in today’s
used vehicle market.Additionally,with supply chain shortages there are many uncertainties of waiting to
purchase vehicles until October 2022.The estimated purchase price for the seven vehicles is $335,000 with an
estimated trade credit of $82,800.The budget adjustment requested is approximately $252,200.The Police
Department staff and City Fleet staff worked closely to analyze the current police vehicle fleet prior to making
this request.
BUDGETED ITEM:☐ Yes ☒ No ☐ Not Applicable
BUDGET AMENDMENT REQUIRED:☒ Yes ☐ No ☐ Not Applicable
RECOMMENDED ACTION:
Motion to approve the budget amendment and the purchase of the seven (7) police vehicles.
City of Edgewater Printed on 4/19/2022Page 1 of 1
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April 18, 2022
Edgewater Police
Chief Joseph Mahoney
W1P 2022 F-150 Police Responder, Crew Cab 4x4 145" WB XL
998 3.5L V6 EcoBoost Engine
44G 10 Speed Automatic Transmission
150A
Equipment Package Includes: Selectable drive modes: normal/tow-haul/snow-wet/EcoSelect/sport
and SelectShift automatic with progressive range select, Electronic Locking w/3.31 Axle Ratio,
GVWR: 7,050 lbs Payload Package, Tires: LT265/70R18 BSW A/T, Wheels: 18" 6-Spoke Silver
Aluminum, Cloth 40/Blank/40 Front-Seats Includes reduced bolsters, 8-way power driver/manual
passenger, center-section deleted, (Restraint control module cover provided) and vinyl rear bench,
Radio: AM/FM Stereo w/6 Speakers SYNC 4 Includes 8" LCD capacitive touchscreen with swipe
capability, wireless phone connection, cloud connected, AppLink with App Catalog, 911 assist,
Apple CarPlay and Android Auto compatibility, digital owners manual and wireless software updates
capability.
53A Trailer Tow Package
17C Front & Rear Chrome Bumpers
60C Pre-Collision Assist w/Pedestrian Detection
595 Fog Lamps
67T Integrated Trailer Brake Controller
76R Reverse Sensing System
67P Remote Keyless Entry - Includes 4-key fobs
Factory Invoice $46,768.00
Government Price Concession Discount $7,600.00
4.27% Contract Discount $1,672.47
Whelen FST CORE DUO Inneredge Lightbar Blue/Blue with Full LED Take Down Lights, Whelen
DUO CORE TADF8 Blue/Amber Rear Inneredge, Whelen Carbide CORE 21 Button Touch Pad Siren
Controller, (2) Whelen SA315P 100 Watt Speakers Mounted Forward on Push Bumper, Whelen
External Amplifier, Whelen Howler Low Frequency Siren, (4) Whelen DUO ION's Blue Mounted
Forward in Push Bumper, Headlight Flasher, (2) Whelen Clear Vertex Mounted in Rear Tail light,
Whelen 5 Module Blue/White DUO Tracers Mounted in Running Board Area, (2) Whelen Thin DUO
ION's Blue Mounted in Lower Rear Tailgate Area, Arges Profocus remote spotlight with Control
Head, 24" Console with Dual Self Adjusting Cup Holder, Arm Rest, Havis PKG-PSM-185 Laptop
Stand with Havis UT-1006 Universal Laptop Tray, 500 Watt Power Inverter, Pro Gard 1/2 Cell with
Widow Bars, Go Rhino Push Bumper with HD Wraps, Santa Cruz Universal Dual Weapons mount,
Deep Tint, Spray in Bedliner, Decked truck bed organizer with (4) T Shaped Drawer Dividers, (2)
Locks, (2) 48" Tie-Down Tracks, Bartow Ford Custom Installation, Run Power & Ground for 800Mhz
Radio, Circuit Breaker thermal with manual reset
$14,127.00
Yellow CITY Tag $119.55
Window Tint $135.00
TOTAL PURCHASE AMOUNT PER UNIT $51,877.08
Pricing in accordance with the Charlotte County contract # 2021000541
If you have any questions or need any additional information please feel free contact
me anytime.
Sincerely Yours,
Richard Weissinger
Commercial Fleet Sales
Direct Line (813) 477-0052
Fax (863) 533-8485
DESCRIPTION
2800 US Hwy North
Bartow, Florida 33830
April 18, 2022
Edgewater Police
Chief Joseph Mahoney
K8A 2021 Ford Interceptor Utility
99B 3.3L V6 Direct-Injection Engine
44U 10 Speed Automatic Transmission
Front Headlamp Prep
86T Rear Taillight Prep Package
43D Dark Car Feature
60A Factory Grill, Lamp, Siren & Speaker Wiring
51T Whelen Factory Pillar Mounted LED Spotlight
Voice Activated Bluetooth
55F Keyless Entry Fob
76R Reverse Sensing
52T Class III Trailer Tow Lighting Package
76P Pre-Collision Assist w/Pedestrian Detection
Factory Rear View Camera
18D Global Lock / Unlock
17A Rear Auxiliary Air Conditioning
Factory Invoice $39,355.00
Government Price Concession Discount $2,650.00
4.27% Contract Discount $1,567.30
Whelen ISFW50Z DUO Inneredge Lightbar Blue/Blue with Full LED Take Down Lights, Cruise Lights,
ITRAYW10 Rear Blue/Amber DUO Rear Inneredge, Whelen Carbide CORE 21 Button Touch Pad
Siren Controller, OBD II CANPORT Plug, (2) Whelen SA315P 100 Watt Speaker Mounted Forward on
Push Bumper, Whelen Eternal Amplifier, Whelen Howler Low Frequency Siren, (2) Whelen SOLO
Blue/White Tracers, (2) Whelen ION's DUO Blue/White Mounted Forward in Push Bumper, (4)
Whelen Clear Vertex LED's 2 Front & 2 Rear Mounted in Headlights & Taillights, (2) Whelen ION
Blue Mounted in Side Rear 1/4 Glass, (6) Whelen ION's Mounted Exterior Rear Pillars (Blue/Blue),
Havis K9-F28-1-B K9 Transport System with LED Dome Light & 10" Fan with Window Guard, Ace K9
Hot-N-Pop PRO Temperature Alarm & Door Opening System Includes Horn Activation, Siren
Activation, Light Activation, Dual Window Drop and One Door Pop Remote with Holster, No K9 Left
Behind, AceWatchDog for use with Pro Alarm Systems AceWatchDog Server Service is $168.00 Per
Year and the First Year is Included with New Unit. Go Rhino 5344A-2L61 Push Bumper with Heavy
Duty Wraps, Santa Cruz Dual Weapons Mount, Havis C-VS-1012-INUT Console with C-PM-125
Brother PocketJet Printer Mount, CUP2-1001 Self Adjusting Cup Holder, C-ARM-101 Arm Rest & 2
Charging USB (Includes all required faceplates), Havis C-MD-112 11" Slide Out Locking Swing Arm
with Motion Adapter with UT-1006 Laptop Tray, 100 AMP Fuse, Bartow Ford Raised Rear Weapons
Box, 8 Block Panel Fuse, Install Customer Provided 800 MHz Radio, Speaker & Antenna, Edgewater
POLICE K9 Graphics Bartow Ford Custom Installation
$16,989.00
Yellow CITY Tag $119.85
Window Tint $135.00
TOTAL PURCHASE AMOUNT PER UNIT $52,381.55
Pricing in accordance with the Charlotte County contract # 2021000541
If you have any questions or need any additional information please feel free contact
me anytime.
Sincerely Yours,
Richard Weissinger
Commercial Fleet Sales
Direct Line (813) 477-0052
Fax (863) 533-8485
DESCRIPTION
2800 US Hwy North
Bartow, Florida 33830
2800 US Hwy North
Bartow, Florida 33830
April 18, 2022
Edgewater Police
Chief Joseph Mahoney
K8A 2022 Ford Interceptor Utility
99B 3.3L V6 Direct-Injection Engine
44U 10 Speed Automatic Transmission
Front Headlamp Prep
86T Rear Taillight Prep Package
43D Dark Car Feature
60A Factory Grill, Lamp, Siren & Speaker Wiring
51T Whelen Factory Pillar Mounted LED Spotlight
Voice Activated Bluetooth
55F Keyless Entry Fob
76R Reverse Sensing
52T Class III Trailer Tow Lighting Package
76P Pre-Collision Assist w/Pedestrian Detection
Factory Rear View Camera
18D Global Lock / Unlock
Factory Invoice $39,191.00
Government Price Concession Discount $2,400.00
4.27% Contract Discount $1,570.98
Whelen 55" Legacy DUO Lightbar Blue/Blue with Full LED Take Down Lights, Cruise Lights, LED
Alley Lights & Full Rear Amber Traffic Advisor, (2) Rear Brake Pods, Mounting Kit, Whelen Carbide
CORE 21 Button Touch Pad Siren Controller, OBD II CANPORT Plug, (2) Whelen SA315P 100 Watt
Speaker Mounted Forward on Push Bumper, Whelen Eternal Amplifier, Whelen Howler Low
Frequency Siren, (2) Whelen SOLO Blue/White Tracers, (2) Whelen ION's DUO Blue/White Mounted
Forward in Push Bumper, (4) Whelen Clear Vertex LED's 2 Front & 2 Rear Mounted in Headlights &
Taillights, (2) Whelen ION Blue Mounted in Side Rear 1/4 Glass, (6) Whelen ION's Mounted Exterior
Rear Pillars (Blue/Blue), Go Rhino 5700WA Partition Polycarbonate with Center Sliding Window with
Metal Mesh Screen, Lower Extension Panel & Recessed Panel, Rear Expanded Metal Partition, Upper
& Lower Filler Panels, Mounting Brackets & Hardware, Go Rhino Steel Window Bars, Go Rhino
5344A-2L61 Push Bumper with Heavy Duty Wraps, Santa Cruz Dual Weapons Mount, Havis C-VS-
1012-INUT Console with C-PM-125 Brother PocketJet Printer Mount, CUP2-1001 Self Adjusting Cup
Holder, C-ARM-101 Arm Rest & 2 Charging USB (Includes all required faceplates), Havis C-MD-112
11" Slide Out Locking Swing Arm with Motion Adapter with UT-1006 Laptop Tray, 100 AMP Fuse,
Bartow Ford Raised Rear Weapons Box, 8 Block Panel Fuse, Install Customer Provided 800 MHz
Radio, Speaker & Antenna, Edgewater POLICE Graphics Bartow Ford Custom Installation
$11,984.00
Yellow CITY Tag $119.85
Window Tint $135.00
TOTAL PURCHASE AMOUNT PER UNIT $47,458.87
Pricing in accordance with the Charlotte County contract # 2021000541
If you have any questions or need any additional information please feel free contact
me anytime.
Sincerely Yours,
Richard Weissinger
Commercial Fleet Sales
Direct Line (813) 477-0052
Fax (863) 533-8485
DESCRIPTION
2800 US Hwy North
Bartow, Florida 33830
2800 US Hwy North
Bartow, Florida 33830
2800 US Hwy North
Bartow, Florida 33830
April 18, 2022
Edgewater Police
Chief Joseph Mahoney
K8A 2022 Police Interceptor Utility AWD
99B 3.3L V6 Direct-Injection Engine
44U 10 Speed Automatic Transmission
65U
Interior Upgrade Package Includes: 1st & 2nd Row Carpet Floor Covering Includes front and
rear floor mats, Unique HD Cloth Front Bucket Seats w/Cloth Rear Includes driver 6-way power
track (fore/aft. up/down, tilt with manual recline, 2-way manual lumbar) and passenger 2-way
manual track (fore/aft. with manual recline), Center Floor Console Less Shifter Includes console
and top plate with 2 cup holders. (Maintains column shifter), SYNC 3 Communications &
Entertainment System Includes 911 Assist, VHR, SYNC Services, AppLink, Bluetooth, steering
wheel controls, USB port and auxiliary input jack.
64E 18" Painted Aluminum Wheels
86T Tail Lamp/Police Interceptor Housing Only
43D Dark Car Feature
60A Grille LED Lights, Siren & Speaker Pre-Wiring
55F Remote Keyless Entry Key Fob - Includes 4-keys & fobs
76P Pre-Collision Assist w/Pedestrian Detection
76R Reverse Sensing System
Factory Invoice $39,611.00
Government Price Concession Discount $2,400.00
4.27% Contract Discount $1,588.91
Whelen FST DUO Inneredge Lightbar Blue/Blue with Full LED Take Down Lights, Whelen
ISTRAY10 Rear Inneredge, Whelen Carbide HHS4200 with CANCTL5 Hand Held Touch Pad
Siren Controller, (1) Whelen SA315P 100 Watt Speaker Mounted Forward in Grill Area, (2)
Whelen SOLO Blue/White Tracers, (2) Whelen MICRON's Blue/Blue Mounted Forward in Grill,
(4) Whelen Clear Vertex LED's 2 Front & 2 Rear Mounted in Headlights & Taillights, Bartow
Ford Raised Rear Weapons Box, 8 Block Panel Fuse, Install Customer Provided 800 MHz Radio,
Speaker & Antenna, Bartow Ford Custom Installation
$5,952.00
Yellow CITY Tag $119.85
Window Tint $135.00
TOTAL PURCHASE AMOUNT PER UNIT $41,828.94
Pricing in accordance with the Charlotte County contract # 2021000541
If you have any questions or need any additional information please feel free
contact me anytime.
Sincerely Yours,
Richard Weissinger
Commercial Fleet Sales
Direct Line (813) 477-0052
Fax (863) 533-8485
DESCRIPTION
2800 US Hwy North
Bartow, Florida 33830
City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:AR-2022-0196,Version:1
COUNCIL AGENDA ITEM
SUBJECT:1. Acceptance of a Real Property Donation from Volusia County,
2. Request to Declare Same as Surplus Property of the City of Edgewater,
3. Direct Staff to Deed Same Property to a Business within Edgewater.
DEPARTMENT:Administration
SUMMARY:Several months ago,the proprietor of an office building located at 103 Connecticut
Avenue called and advised she had purchased the Chiropractic business and wanted to update the face of the
business sign located just west of the building on US 1.Unfortunately,she found out the sign was actually on
a separate parcel owned by Volusia County.The strip of land runs a full block from Connecticut Avenue north
to Ocean Avenue along US 1 and is approximately 20 feet in width.The County Manager’s Office was
contacted by the City and asked how to go about transferring the strip of land to the Chiropractic office and
was told they could only transfer it to the City.Several months later,a ‘County Deed’was recorded
transferring ownership to the City of Edgewater after the County deemed the property surplus.
The property is unusable as a building site and the City of Edgewater has no use for it (likely of no real value).
Staff fully believes it should be declared surplus by the City and ownership transferred to the owner of the
Chiropractic building.
BUDGETED ITEM: N/A
BUDGET AMENDMENT REQUIRED:No
RECOMMENDED ACTION:
1.Motion and vote to accept the donation of real property by Deed from Volusia County,
Motion and vote to declare the same property as City surplus and direct ownership be transferred to the
City of Edgewater Printed on 4/19/2022Page 1 of 2
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File #:AR-2022-0196,Version:1
owner of 103 Connecticut Avenue (the Chiropractic Office).
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City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:AR-2022-0197,Version:1
COUNCIL AGENDA ITEM
SUBJECT:
Purchase of New Garbage Truck
DEPARTMENT:
Environmental Services
SUMMARY:
As discussed and presented on March 4th, the Environmental Services Department currently has three (3) small
18 cy trucks that are 10-12 years old. In total, the city has eight (8) garbage trucks and needs at least seven (7)
every day to complete established sold waste routes. Recently, two of the older units broke down and required
multiple days for their repair. This left six (6) operational units on the road to meet the Department’s level of
service.
A new garbage truck to replace one of these smaller units was included in this year’s budget and ordered in
October 2021, yet is not expected to be received until October 2022. Thus, we need to find another purchasing
option to meet this critical need.
As also discussed, supply chain issues are causing shortages, and dealers are not taking orders for new units
built to the customer’s specifications. On March 4th, City Council authorized Staff to find and purchase a used
27 cu/yd garbage truck for a cost not to exceed $200,000. As an alternate and through the diligence of Staff, a
vendor has been found that will sell the city a new model year 2023, 25 yd rear loader refuse truck and accept
two of the city’s older city units as in trades toward the purchase price of the new truck. The transaction
breakdown is as follows:
·2023 Freightliner M2-106 with a 25 yd capacity rear loader refuse truck for $269,900
·The trade-in of two (2) T370 Kenworth refuse trucks for $38,000
·The approved dollar amount to purchase a used garbage truck from the March 4th Council meeting of
$200,000
·Requesting Council authorize additional funds to complete purchase- $31,900, pending further
negotiations regarding trade-in value of older trucks.
While the purchase of a second garbage truck was not budgeted for the current fiscal year, the number of new
homes constructed exceeded expectations and thus additional revenue and reserves can support the purchase
without incurring debt. Staff plans to budget for three (3) new garbage trucks for the next fiscal year, but again,
there will likely be a 12-18 month lag between the order date and delivery.
BUDGETED ITEM:☒ Yes ☐ No ☐ Not Applicable
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File #:AR-2022-0197,Version:1
BUDGET AMENDMENT REQUIRED:☐ Yes ☒ No ☐ Not Applicable
RECOMMENDED ACTION:
Motion to augment the authorized amount for Staff to acquire a garbage truck by $31,900 to a total of $231,900
plus trade-in value of existing equipment.
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City of Edgewater
Legislation Text
104 N. Riverside Drive
Edgewater, FL 32132
File #:AR-2022-0200,Version:1
COUNCIL AGENDA ITEM
SUBJECT:American Rescue Plan (ARPA) - Use of Funds
DEPARTMENT:Administration
SUMMARY:The US Treasury has set aside a total of $11,979,418 for use by the City of Edgewater as
a result of COVID-19.When funding was first announced,staff approached Council about using all of the
funds for rehabilitation of sewer lines due to the limited allowed use of the funds and the need to have this
specific work done.As time has passed,the Treasury’s rules began to change and today the use of funds is
much more lenient.The biggest change is the first $10 million can be used to reimburse the city for past
expenses and a huge qualifier is for wages and benefits paid to employees.This would free up monies to be
used for any general government need.As is widely known,Edgewater has outgrown its City Hall and as the
City continues experiencing unprecedented growth,more employees will become necessary as will more
meeting rooms.This reimbursement of expenditures can be used for this purpose.Remaining funds
($1,979,418) must be used for initially specified projects, such as relining sewer pipe.
During calendar year 2021,a Space Needs Analysis was conducted by Jay Pendergast a New Smyrna Beach
Architect.He estimated based on current needs a new City Hall would need a minimum of 33,000 square feet.
Staff believes the need has now grown to a minimum of 40,000 square feet,which would allow for some
future growth.Staff also believes Hawks Park would be good place for it to be situated if this size building
would fit.
It should be understood $10 million is likely not enough to construct a 40,000 square foot building.Case in
point,a new DeLand fire station was recently completed at a cost of $5.6 million.It is 16,000 square feet and
cost $350 per square foot.It is believed construction should be estimated to cost between $350 and $500 per
square foot.An average would put the cost of 40,000 square feet at $17 million.However,the true cost will
not be unknown until the project is engineered and construction bids returned.There are also ways to reduce
initial costs.One way would be to construct a smaller footprint to be added to in the future as funds become
available.There would be no need to keep the current city hall location,which could be sold and monies used
toward construction of a new facility.
The Federal Government continues to say more relief funding is slated for future State and Local government
projects such as water and sewer infrastructure.This funding is going to apparently be limited in scope and
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File #:AR-2022-0200,Version:1
not available for construction of City Halls.
BUDGETED ITEM:No
BUDGET AMENDMENT REQUIRED:At some point, yes.
RECOMMENDED ACTION::Direct staff to formulate future steps to use the funds that were freed up
by the ARPA funding “standard allowance”to construct a new City Hall and keep the Council informed along
the way as to progress.
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