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1310 Triece Company1310 City Of Sanford Agreement With The Triece Company For Professional Real Estate Services (Piggyback) This Agreement made and entered into this day of l v a , 2010 by and between the: City of Sanford, Florida City Hall 300 North Park Avenue Sanford, Florida 32771 a municipal corporation of the State of Florida, holding tax exempt status, hereinafter referred to as the "City," and: The Triece Company Post Office Box 530598 DeBary, Florida 32753 -0598 a Florida corporation, authorized to do business in the State of Florida, hereinafter referred to as the "Provider ". The City and the Provider are collectively referred to herein as the "parties ". Witnesseth: Whereas, the Provider has entered an agreement to provide services to the City of Oviedo, Florida pursuant to an Agreement which Agreement continues to be in effect (hereinafter the "Oviedo Agreement "; and Whereas, the City desires to retain the Provider for the work identified in the specifications outlined in the Oviedo Agreement and for the periods set forth in the Oviedo Agreement; and Whereas, the Oviedo Agreement is attached hereto as Exhibit "A" along with the certain other documents relating thereto to include, but are not limited to, the documents relating to RFQ -09 -01 which are incorporated herein by this reference thereto; and Whereas, the City desires to employ the Provider for the performance to support the activities, programs, and projects of the City upon the terms and conditions hereinafter set forth and in the Oviedo Agreement, and the Provider is desirous of performing and providing such services upon said terms and conditions; and Whereas, theProvider hereby warrants and represents to the City that it is competent and otherwise able to provide professional and high quality services to the City; The Triece Company — Oviedo Piggyback Agreement Page No. 1 Now, Therefore, in consideration of the mutual covenants and agreements hereinafter contained and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, it is agreed by and between the parties hereto as follows: Section 1: Extent Of Agreement/Integration /Amendment. (a). This Agreement, together with the exhibits, constitutes the entire integrated Agreement between the City and the Provider and supersedes all prior written or oral understandings in connection therewith. This Agreement, and all the terms and provisions contained herein including, without limitation, the exhibits, constitute the full and complete agreement between the parties hereto and supersede and controls over any and all prior agreements, understandings, representations, correspondence and statements regardless of whether written or oral; provided, however, that the benefits arising from the provisions of this Agreement and the Oviedo Agreement ensure to the benefit of the City. (b). This Agreement may only be amended, supplemented, or modified by a formal written amendment. (c). Any alterations, amendments, deletions, or waivers of the provisions of this Agreement shall be valid only when expressed in writing and duly signed by the parties. Section 2: No General City Obligation. (a). In no event shall any obligation of the City under this Agreement be or constitute a general obligation or indebtedness of the City, a pledge of the ad valorem taxing power of the City or a general obligation or indebtedness of the City within the meaning of the Constitution of the State of Florida or any other applicable laws, but shall be payable solely from legally available revenues and funds. (b). The Provider shall not have the right to compel the exercise of the ad valorem taxing power of the City. Section 3: General Provisions. (a). Each party hereto represents to the other that it has undertaken all necessary actions to execute this Agreement and that it has the legal authority to enter into this Agreement, and to undertake all obligations imposed on it. The person(s) executing this Agreement for the Provider certifies /certify that he /she /they is /are authorized to bind the Provider fully to the terms of this Agreement. (b). This Agreement is for the services as described in this Agreement and are to be accomplished in accordance with the controlling provisions of law and as directed by the City to include all labor and materials that may be required. The Triece Company — Oviedo Piggyback Agreement Page No. 2 (c). The Provider acknowledges that the City may retain other contractors to provide the same types of services for City projects. The City reserves the right to select which contractor shall provide services for City projects. (d). The Provider acknowledges that the City has retained, or may retain, other contractors and the coordination between said contractors and the Provider may be necessary from time -to -time for the successful completion of each Work Order. The Provider agrees to provide such coordination as necessary. (e). The Provider agrees to provide and ensure coordination between goods /services providers. (f). Time is of the essence of the lawful performance of the duties and obligations contained in this Agreement to include, but not be limited to, each Work Order. The parties covenant and agree that they shall diligently and expeditiously pursue their respective obligations set forth in this Agreement and each Work Order. (g). The Provider shall maintain an adequate and competent staff and professionally qualified persons throughout the performance of this Agreement to ensure acceptable and timely completion of each Work Order. (h). Requirements for signing and sealing plans, reports and documents prepared by the Provider shall be governed by the laws and regulations of Seminole County and State regulatory agencies. (i). No claim for services furnished by the Provider not specifically provided for herein shall be honored by the City. Section 4: Commencement/Implementation Schedule Of Agreement. (a). The Provider shall commence the provision of services as described in this Agreement immediately upon execution of this Agreement and a Work Order thereunder. (b). The Provider and the City agree to make every effort to adhere to the schedules established for the various Work Orders as described in each Work Order. However, if the Provider is delayed at any time in the provision of services by any act or omission of the City, or of any employee of the City, or by any other Provider employed by the City, or by changes ordered by the City, or by strikes, lock outs, fire, unusual delay in transportation, unavoidable casualties, or any other causes of force majeure not resulting from the inactions or actions of the Provider and beyond the Provider's control which would not reasonably be expected to occur in connection with or during performance or provision of the services, or by delay authorized by the City pending a decision, or by any cause which the City shall decide to justify the delay, the time of completion shall be extended for such reasonable time as the City may decide in its sole and absolute discretion. It is further expressly understood and agreed that the Provider shall not be entitled to any damages or The Triece Company — Oviedo Piggyback Agreement Page No. 3 compensation, of any type or nature, or be reimbursed for any losses on account of any delay or delays resulting from any of the aforesaid causes or any other cause whatsoever. Section 5: Length Of Agreement. (a). The term of this Agreement is coextensive with the term of the Oviedo Agreement. (b). The Provider's services shall begin upon written notification to proceed by the City as set forth in a Work Order. (c). The Provider's services shall be on a Work Order basis and may include matters such as serving as an expert witness. Section 6: Description Of Services. (a). The Provider agrees to provide the services as outlined and described in this Agreement all of which are to be provided to the City in accordance with the controlling provisions of law as more specifically outlined in Exhibit "A" and Work Orders issued hereunder. (b). The Provider shall diligently and in a professional and timely manner perform and provide the services outlined herein or as included in each subsequently entered Work Order. Unless modified in writing by the parties hereto, the duties of the Provider shall not be construed to exceed the provision of the services pertaining to this Agreement. (c). The City and Provider agree that there may be certain additional services required to be performed by the Provider during the performance of the Work Orders that can not be defined sufficiently at the time of execution of this Agreement. Such services shall be authorized in writing as a Change Order. The Work Orders may contain addititonal instructions or provide specifications upon certain aspects of this Agreement pertinent to the work to be undertaken. Such supplemental instructions or provisions shall not be construed as a modification of this Agreement. Section 7: Notices. (a). Whenever either party desires to give notice unto the other, it must be given by written notice, sent by registered United States mail, with return receipt requested, addressed to the party for whom it is intended, at the place last specified, and 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. (b). For the present, the parties designate the following as the representative places for giving of notice, to -wit: (1). For the City: City Manager The Triece Company — Oviedo Piggyback Agreement Page No. 4 City of Sanford City Hall 300 North Park Avenue Sanford, Florida 32771 (2). For the Provider Mr. Steve Triece The Triece Company Post Office Box 530598 DeBary, Florida 32753 -0598 (c). Written notice requirements of this Agreement shall be strictly construed and such requirements are a condition precedent to pursuing any rights or remedies hereunder. The Provider agrees not to claim any waiver by City of such notice requirements based upon City having actual knowledge, implied, verbal or constructive notice, lack of prejudice, or any other grounds as a substitute for the failure of the Provider to comply with the express written notice requirements herein. Computer notification (e -mails and message boards) shall not constitute proper written notice under the terms of the Agreement. Section 8: Work Orders. (a). The provision of services to be performed under this Agreement may commence immediately upon the execution of this Agreement or a Work Order as directed and determined by the City. Services to be provided by the Provider to the City shall be negotiated between the Provider and the City. Each Work Order shall reference this Agreement by title and date, include a detailed description of quantities, services, and a completion schedule, and will be provided on Provider letterhead. Services described in said Work Order will commence upon the issuance of a City Notice -to- Proceed. (b). If the services required to be performed by a Work Order is clearly defined, the Work Order shall be issued on a "Fixed Fee" basis. The Provider shall perform all services required by the Work Order but in no event shall the Provider be paid more than the negotiated Fixed Fee amount stated therein. (c). The Provider and the City agree to make every effort to adhere to the schedule established for the various Work Orders described in the Work Order. (d). If the services are not clearly defined, the Work Order may be issued on a "Time Basis Method" and contain a Not -to- Exceed amount. If a Not -to- Exceed amount is provided, the Provider shall perform all work required by the Work Order; but in no event shall the Provider be paid more than the Not -to- Exceed amount specified in the applicable Work Order. (e). For Work Orders issued on a "Fixed Fee Basis," the Provider may invoice the amount due based on the percentage of total Work Order services actually performed and 5 The Triece Company — Oviedo Piggyback Agreement completed; but in no event shall the invoice amount exceed a percentage of the Fixed Fee amount equal to a percentage of the total services actually completed. (f). For Work Orders issued on a "Time Basis Method" with a Not -to- Exceed amount, the Provider may invoice the amount due for actual work hours performed; but in no event shall the invoice amount exceed a percentage of the Not -to- Exceed amount equal to a percentage of the total services actually completed. (g). Each Work Order issued on a "Fixed Fee Basis" or "Time Basis Method" with a Not - to- Exceed amount shall be treated separately for retainage purposes. If the City determines that work is substantially complete and the amount retained, if any, is considered to be in excess, the City may, at its sole and absolute discretion, release the retainage or any portion thereof. (h). For Work Orders issued on a "Time Basis Method" with a Limitation of Funds amount, the Provider may invoice the amount due for services actually performed and completed. The City shall pay the Provider one hundred percent (100 %) of the approved amount on Work Orders issued on a "Time Basis Method" with a Limitation of Funds amount. Section 9: Change Orders. (a). The City may revise the description of services set forth in any particular Work Order. (b). Revisions to any Work Order shall be authorized in writing by the City as a Change Order. Each Change Order shall include a schedule of completion for the services authorized. Change Orders shall identify this Agreement and the appropriate Work Order number. The Change Orders may contain additional instructions or provisions specific upon certain aspects of this Agreement pertinent to the services to be provided. Such supplemental instructions or provisions shall not be construed as a modification of this Agreement. An agreement between the parties on and execution of any Change Order shall constitute a final settlement and a full accord and satisfaction of all matters relating to the change of work and /or services and to the impact of the change on unchanged goods and /or work including, but not limited to, all direct and indirect costs of whatever nature and all adjustments to the Provider's schedule. (c). If instructed by the City, the Provider shall change or revise work that has been performed, and if such work is not required as a result of error, omission or negligence of the Provider, the Provider may be entitled to additional compensation. The Provider must submit for City approval a revised proposal with a revised fee quotation. Additional compensation, if any, shall be agreed upon before commencement of any such additional work and shall be incorporated into the work by Change Order to the Work Order. Section 10: Compensation. 6 The Triece Company — Oviedo Piggyback Agreement (a). Compensation to the Provider for the services performed on each Work Order shall be as set forth the Work Order /Change Order or as set forth in the Seminole Count y Agreement which enumerates rates and charges of the Provider. (b). The City shall not pay for reimbursable items such as gas, tolls, mileage, meals, etc. and other items not directly attritbutable to items produced for each Work Order. (c). Work performed by the Provider without written approval by the City's designated representative shall not be compensated. Any work performed by the Provider without approval by the City is performed at the Provider's own election. (d). In the event the City fails to provide compensation under the terms and conditions of this Agreement, the Provider shall notify the City's designated representative in order that the City may take remedial action. Section 11: Invoice Process. (a). Payments shall be made by the City to the Provider when requested as work progresses for services furnished, but not more than once monthly. Each Work Order shall be invoiced separately. The Provider shall render to the City, at the close of each calendar month, an itemized invoice properly dated, describing all services rendered, the cost of the services, the name and address of the Provider, Work Order Number, Contract Number and all other information required by this Agreement. (b). Invoices which are in an acceptable form to the City and without disputable items will be processed for payment within thirty (30) days of receipt by the City. (c). The Provider will be notified of any disputable items contained in invoices submitted by the Provider within fifteen (15) days of receipt by the City with an explanation of the deficiencies. (d). The City and the Provider will make every effort to resolve all disputable items contained in the Provider's invoices. (e). Each invoice shall reference this Agreement, the appropriate Work Order and Change Order if applicable, the billing period, and include the Project Status Report for the period being billed. (f). The Florida Prompt Payment Act shall apply when applicable. (g). Invoices are to be forwarded directly to: Finance Director City Hall City of Sanford 300 North Park Avenue 7 The Triece Company — Oviedo Piggyback Agreement Sanford, Florida 32771 Section 12: Severability /Construction. (a). If any term, provision or condition contained in this Agreement shall, to any extent, be held invalid or unenforceable, the remainder of this Agreement, or the application of such term, provision or condition to persons or circumstances other than those in respect of which it is invalid or unenforceable, shall not be affected thereby, and each term, provision, and condition of this Agreement shall be valid and enforceable to the fullest extent permitted by law when consistent with equity and the public interest. (b). All provisions of this Agreement shall be read and applied in pari materia with all other provisions hereof. (c). Violation of this Agreement by the Provider is recognized by the parties to constitute irreparable harm to the City. Section 13: Indemnity. (a). To the fullest extent permitted by law, the Provider shall indemnify, hold harmless, and defend the City, its agents, servants, officers, officials, and employees, or any of them, from and against any and all claims, damages, losses, and expenses including, but not limited to, attorneys fees and other legal costs such as those for paralegal, investigative, and legal support services, and the actual costs incurred for expert witness testimony arising out of or resulting from the performance or provision of services required under this Agreement, provided that same is caused in whole or part by the error, omission, negligent act, failure to act, malfeasance, misfeasance, conduct, or misconduct of the Provider, its agents, servants, officers, officials, employees, or subcontractors. The City does not waive its right to assert consquential damages against the Provider. (b). In accordance with Section 725.06, Florida Statutes, adequate consideration has been provided to the Provider for this obligation, the receipt and sufficiency of which is hereby specifically acknowledged. (c). Nothing herein shall be deemed to affect the rights, privileges, and immunities of the City as set forth in Section 768.28, Florida Statutes. (d). In claims against any person or entity indemnified under this Section by an employee of the Provider or its agents or subcontractors, anyone directly or indirectly employed by them or anyone for whose acts they may be liable, the indemnification obligation under this Section shall not be limited by a limitation on amount or type of damages, compensation, or benefits payable by or for the Provider or its agents or subcontractors, under workers compensation acts, disability benefits acts, or other employee benefit acts. 8 The Triece Company — Oviedo Piggyback Agreement (e). The execution of this Agreement by the Provider shall obligate the Provider to comply with the indemnification provision in this Agreement; provided, however, that the Provider shall also comply with the provisions of this Agreement relating to insurance coverages. Section 14: Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be deemed an original, but all of which, taken together, shall constitute one and the same document. In Witness Whereof, the parties hereto have made and executed this Agreement on the respective dates under each signature with the City acting through its City Commission and the Provider signing by and through its duly authorized corporate officer having the full and complete authority to execute same. Attest: The Triece Company k ::::� By:_ Authorized Corporate Attesting Authorized Corporate Officer Corporate Officer e t4 ' 6 to Date Attest: City Of Sanford CA r anet Dougherty, CiN Clerk Linda 1<4n, Mayor Date For use and reliance of the Sanford City Commission only. Approved to form and legali rolber ' - DA/A/.Gr /L l I f The Triece Company — Oviedo Piggyback Agreement we The City of O vie.do FLORIDA lE,#A 400 ALEXANDRIA BOULEVARD • OVIEDO, FLORIDA 32765 March 13, 2009 Mr. Steve Triece The Triece Company P.O. Box 530598 DeBary, FL 32753 -0598 RE: Professional Real Estate Services, RFQ No. 09 -01 Dear Mr. Triece: The City of Oviedo would like to congratulate you and your firm for being recommended and approved by City Council for a continuing services contract for Professional Real Estate Services. A copy of Resolution 1950 -09 is enclosed for your records. Please review and sign both copies of the enclosed Professional Service Agreement and replace the sample Exhibits A, C and D with the requested information /documents. Return both originals of the agreement and replaced Exhibits to the City in the enclosed envelope. One fully- executed document will be returned to you once they have been signed by the City Manger. The initial term of the agreement is from the approval date of March 2, 2009 for a period of one year. After the initial term, the agreement will automatically renew for two additional one -year periods, for a total of three years. Please contact me at (407) 971 -5650 or via email at ssheikh(a if you have any questions or concerns. We look forward to working with you. Sincerely, usan Contract Manager Public Works, Engineering www.cityofoviedo.net LEGAL AD CITY OF OVIEDO, FLORIDA RFQ # 09-01 Request for Qualifications (RFQ) Professional Real Estate Services The City of Oviedo is seeking qualifications from individuals or firms interested in providing Professional Real Estate Services pursuant to the "Consultants Competitive Negotiation Act," Florida Statutes 287.055. This contract for services shall be for a one year contract with two possible one year extensions. The RFQ guideline package will be - available through DemandStar.Com at 1- 800 -711 -1712 or www.demandstar.com, document number 0901. RFQ's are due on or before 2:00 p.m., February 10, 2009 to: Purchasing Office 400 Alexandria Boulevard, First Floor Oviedo, Florida 32765. The City of Oviedo reserves the right to accept or reject any and all submittals, to waive irregularities, and to re- advertise as may be determined to be in the best interest of the City of Oviedo. The City accepts no responsibility for any submittal not reaching the prescribed point within the time period stipulated. End of Advertisement Advertise one time: January 25, 2009 END OF SECTION Request For Qualifications for 4crvices» CITY OF OVIEDO, FLORIDA REQUEST FOR QUALIFICATIONS # 09 -01 PROFESSIONAL REAL ESTATE SERVICES GUIDELINES FOR SUBMrrI 1 NG QUALIFICATIONS FOR PROFESSIONAL REAL ESTATE SERVICES 1. INTRODUCTION: The City of Oviedo is seeking the services of individuals or firms interested in providing for Professional Real Estate Services for the City of Oviedo. It is anticipated that up to three individuals or firms may be selected for a contract period of one year, with the possibility of two one -year extensions. During this period, the City of Oviedo shall reserve the right to seek qualifications and/or proposals from other individuals or firms for specialized projects, as deemed to be in the best interest of the City of Oviedo. 2. SERVICES: Negotiate the purchase /sale/lease of all parcels assigned to the Contractor by the City. Obtain executed purchase agreements in accordance to the form and content as directed by the City. Advise the City, and its staff in matters regarding the purchase, offers, claims, counteroffers, discussions, and issues pertaining to the purchase/sale/lease of the assigned property(ies). Attend closings scheduled on purchases by the City, at the request of the City. Attend meetings and/or public hearings with City staff, their agents, City officials, property owners, and other parties involved in the project, at either the request of the City or as part of the Contractor's work effort. Assist the City with efforts of obtaining plans, right -of -way maps, title searches, title commitments, owner's title policies, appraisals, acquisition and/or eminent domain use in a project - Provide other real property services requested by the City to plan, implement, negotiate, purchase, sell, lease and acquire the property assigned by the City. Maintain professional courtesy in all contacts with property owners. Provide the City with the original and/or a copy of all documents produced by the Contractor as a result of the work assigned, if requested. Request For Qualifications for aServices)� 2 3. INFORMATION: For information pertaining to this Request For Qualification (RFQ), contact the Purchasing Department as shown in Section 8; Submittal of Qualifications. Such contacts shall be for clarification purposes only. Material changes, if any, to the scope of services or proposal procedures will be transmitted only by written addendum. 4. ANTICIPATED RFQ TIMETABLE: a) Release of Request For Qualifications January 25, 2009 b) Deadline for Written Questions February 4, 2009 c) Proposal Due Date February 10, 2009 d) Evaluation of Proposals and Short Listings Completed March 4, 2009 e) Staff Recommendation and Anticipated Award by City Council March 16, 2009 All dates are tentative. The City reserves the right to change scheduled dates. 5. STATEMENT OF QUALIFICATIONS: All individuals or firms shall include Statement of Insurance Compliance, Non - Collusion Affidavit of Bidder, Disputes Disclosure Form, and Drag Free Workplace Certification Form. In addition, all individuals or firms shall submit the following information for their submittal to be considered: a) License b) Location c) Service Area d) Years of Experience e) Track Record of Service f) Resume of Key Personnel g) Ability to Perform Work h) Business and Financial References 6. SUBMITTAL OF QUALIFICATIONS: All individuals or firms shall submit one (1) original and three (3) copies of their documents in a sealed enveloped or package. The left front of the envelope or package shall read: Request for Qualifications for Professional Real Estate Services RFQ # 09-01 Due Date: February 10, 2009 Company Name: Documents must be mailed or hand delivered to: Request For Qualifications for (Sere em Barbara Taylor Purchasing Coordinator City Of Oviedo 400 Alexandria Boulevard, First Floor Oviedo, FL 32765 Fax Number: 407 - 971 -5806 Email: btaylor@cityofoviedo.net All documents must be delivered to or received in the mail by the due date and time. Any documents submitted after this date and time will not be considered and will be returned to sender unopened. The City takes no responsibility for late mail or late delivery services. 7. SELECTION CRITERIA: A team of City Employees will evaluate and rank each submittal based on required information provided as indicated in Section 5; Statement of Qualifications. A ranked short list will be presented to City Council for approval. Evaluation factors are based on the abilities of the proposer to efficiently perform the Scope of Services as generally outlined in this Request for Qualifications. The City will be seeking to identify the submittal(s) which will best meet the needs of the City of Oviedo as determined from the responses to this Request for Qualifications. A selected group of proposers Mal be required to make an oral presentation to the Selection Committee. Such presentation will provide an opportunity for the proposers to clarify the information provided in their RFQ. Oral presentations, if any, will be considered in conjunction with submitted data by the Selection Committee. The Selection Committee will present its recommendation to the City Council, which has the authority to make the final determination and award contracts. Submissions will be evaluated on a total score basis, with a maximum score of one hundred (100) points. The following criteria will be used in the evaluation process to determine the successful respondent(s): Evaluartlon Criteria . ; ; Maximum Points Work History— ■ References and past performance related to providing quality service 50 (25 points) • Related work experience 25 points Staffing and Equipment — ■ Ability and capacity of the proposer to perform and comply with 25 r equired services. Administrative b Staff Experience — • Educational background and training of key personnel that are related 25 to required services. Total Points 100 Request For Qualifications for ((Services» 4 8. QUESTIONS: All questions shall be submitted in writing only before February 4, 2009 to: Barbara Taylor Purchasing Coordinator 400 Alexandria Boulevard, First Floor Oviedo, FL 32765 Fax: (407) 971 -5806 E -mail: btaylor@cityofoviedo.net Any contact made with any other employee of the City Of Oviedo regarding this "RFQ" may be grounds for the disqualification of your submittal. 9. LEGAL REQUIREMENTS: All Federal, State, County and Local Laws, Ordinances, Rules and Regulations that in any manner affect this "RFQ" herein apply. Lack of knowledge by the submitting firms will in no way be cause for relief from responsibility. 10. CONFLICT OF INTEREST: The award of any contract hereunder is subject to the provisions of Chapter 112, Florida Statutes. Offerors must disclose with their Proposal the name of any officer, director, partner, proprietor, associate or agent who is also an officer or employee of City or any of its agencies. Further, all Offerors must disclose the name of any officer or employee of City who owns, directly or indirectly, any interest in the Offeror's film or any of its branches or affiliate companies. 11. LIABILITY: The City Of Oviedo assumes no responsibility to any submitting firms for the cost of preparing this Request for Qualifications. The City Of Oviedo reserves the right to accept or reject any and all submittals, to waive information, or to re- advertise as may be in the best interest of the City Of Oviedo. The City Of Oviedo will not accept any mail or delivery service that is late, and will return all late submittals unopened. END OF SECTION Request For Qualifications for (Services» CITY OF OVIEDO STANDARD INSURANCE REQUIREMENTS The selected Firm or Individual for all Bids, Requests for Qualifications (RFQ), and Requests for Proposals (RFP) will be required to name the City as an additional name insured with the following minimum coverages. A. Workers Compensation shall be maintained by the selected firm or individuals for all employees engaged in the work under this Bid, RFQ, or RFP in accordance with the laws of the State of Florida Employer's Liability Insurance shall be maintained by the selected firm or individual at limits not less than the following. $100,000 Each Accident $100,000 Disease Each Employee $500,000 Disease Aggregate B. Comprehensive General Liability Insurance shall be maintained by the selected firm or individual with limits not less than the following: $1,000,000 Bodily Injury & Property Damage -each occurrence $1,000,000 Personal & Advertising Injury-each occurrence $2,000,000 General Aggregate $2, 000,000 Products/Completed Operations Aggregates limit $ 5,000 Medical Payments $ 100,000 Fire Damage Legal Liability Coverage shall include Contractual Liability and Independent Contractors Liability. C. Automobile Liability Insurance shall be maintained by the selected firm or individual with a combined single limit of not less than $1,000,000 Bodily Injury and Property Damage in accordance with the laws of the State of Florida, as to the ownership, maintenance, and use of all owned, non - owned, lease or hired vehicles. D. Professional Liability Insurance shall be maintained by the selected firm or individual with a combined single limit of not less than $1,000,000, protecting the selected firm against claims of the City for negligence, errors, mistakes, or omissions in the performance of services to be performed and furnished by the selected firm or individual. E. Other Required Insurance Coverage is needed where unusual operations are necessary to complete the work, such as Longshoremen and Harbor Workers Exposures, use of aircraft or watercraft, use of explosives, or any other high risk circumstances. No aircraft, watercraft, or explosives shall be used without the express advance written approval of the City. All insurance minimum coverages extend to any subcontractor. The General Contractor is responsible for all sub - contractors. END OF SECTION Request For Qualifications for ((Services* CITY OF OVIEDO PROFESSIONAL SERVICES AGREEMENT FOR Professional Real Estate Services With The Triece Company THIS AGREEMENT made and entered into the 2nd day of March, 2009 by and between the: City of Oviedo, Florida 400 Alexandria Blvd. Oviedo, Florida 32765 a municipal corporation of the State of Florida, holding tax exempt status, hereinafter referred to as the City and: The Triece Company P.O. Box 530598 DeBary, FL 32753 -0598 a corporation, authorized to do business in the State of Florida, hereinafter referred to as the Consultant. The City and the Consultant are collectively referred to herein as the Parties. WITNESSETH: WHEREAS, the City desires to retain the Consultant for the work identified in the RFQ and description of services outlined in Exhibit A; and WHEREAS, the City desires to employ the Consultant for the performance to support the activities, programs, and projects of the City upon the terms and conditions hereinafter set forth, and the Consultant is desirous of performing and providing such services upon said terms and conditions; and WHEREAS, the Consultant hereby warrants and represents to the City that it is competent and otherwise able to provide professional and high quality services to the City; and WHEREAS, all submissions submitted by the Consultant in the proposaWRFQ's submitted to the City are hereby incorporated to the extent not inconsistent with the terms and conditions as set forth herein. NOW, THEREFORE, in consideration of the mutual covenants and agreements hereinafter contained and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, it is agreed by and between the parties hereto as follows: Table Of Contents: SECTION1: DEFINITIONS ............................................................................................ .............................. SECTION2: CAPTIONS. ............................ ................................................................... .............................. Professional Services Agreement for Professional Real Estate Services Page 1 SECTION 3: EXTENT OF AGREEMENT / INTEGRATION / AMENDMENT ................ ..............................3 SECTION 4: NO GENERAL CITY OBLIGATION ........................................................... .............................. SECTION 5: CONSULTANT UNDERSTANDING OF SERVICES REQUIRED ............ ..............................4 SECTION6: GENERAL PROVISIONS .......................................................................... .............................. SECTION 7: CODES AND DESIGN STANDARDS ....................................................... ..............................5 SECTION8: SUBCONSULTANTS ................................................................................ .............................. SECTION9: ASSIGNABILITY ........................................................................................ .............................. SECTION 10: COMMENCEMENT / IMPLEMENTATION SCHEDULE OF AGREEMENT .........................5 SECTION 11: LENGTH OF AGREEMENT .................................................................... .............................. SECTION 12: DESCRIPTION OF SERVICES ............................................................... .............................. SECTION 13: CONSULTANT RESPONSIBILITIES ...................................................... .............................. SECTION 14: CITY RIGHTS AND RESPONSIBILITIES ............................................... .............................. SECTION15: WAIVER .................................................................................................. .............................. SECTION16: FORCE MAJEURE .................................................................................. .............................. SECTION17: STANDARDS OF CONDUCT ................................................................. .............................. SECTION18: NOTICES ................................................................................................ ............................... SECTION 19: DESIGNATED REPRESENTATIVES . ................................................................................. SECTION20: WORK ORDERS ................................................................................. ............................... SECTION21: CHANGE ORDERS ................................................................................ ............................. SECTION22: COMPENSATION .................................................................................. ............................. SECTION23: INVOICE PROCESS .............................................................................. ............................. SECTION 24: TERMINATION OF AGREEMENT ......................................................... ............................. SECTION 25: TERMINATION BY CONSULTANT FOR CAUSE ................................. .............................13 SECTION 26: TERMINATION BY THE CITY WITHOUT CAUSE ................................ .............................13 SECTION 27: PAYMENT IN THE EVENT OF TERMINATION .................................... .............................13 SECTION 28: ACTION FOLLOWING TERMINATION ................................................. ............................. SECTION29: SUSPENSION ........................................................................................ ............................. SECTION 30: ALTERNATIVE DISPUTE RESOLUTION ( ADR) ................................... .............................13 SECTION31: SEVERABILITY ...................................................................................... ............................. SECTION 32: CONTROLLING LAWS /VENUE/ INTERPRETATION ........................ .............................14 SECTION33: INDEMNITY ............................................................................................ ............................. SECTION34: INSURANCE .......................................................................................... ............................. SECTION 35: EQUAL OPPORTUNITY EMPLOYMENT / NON - DISCRIMINATION .... .............................16 SECTION 36: ACCESS TO RECORDS / AUDIT / PUBLIC RECORDS ....................... .............................16 SECTION37: COUNTERPARTS .................................................................................. ............................. SECTION38: SUBMITTALS ......................................................................................... ............................. SECTION39: EXHIBITS ............................................................................................... ............................. SECTION 1: DEFINITIONS. Ad valorem - In proportion to the estimated value of the goods taxed. Agreement — This eighteen page document and all subsequent Work Orders between the City and Consultant. Each Exhibit, as identified below, even if not physically attached, shall be treated as if they were part of this Agreement. The effective date of this Agreement is the date City Coucil approves a resolution approving the selection of the Consultant. Billing Period — The period of time between project commencement to the close of the current period, (inclusive); or from the close of the previous billing period, (exclusive), to the close of the current period, usually concurrent with the month. In no case shall this period be less than one calendar month except for the final Billing Period. Bona Fide - Made or carried out in good faith; sincere. City - A municipal corporation of the State of Florida holding tax exempt status. Professional Services Agreement for Professional Real Estate Services Page 2 Consultant - To include all principals of the Consultant including, but not limited to, full and part time employees, professional or otherwise, and all other agents employed by or for Consultant to perform its obligations hereunder. Description of Services - Shall be written in paragraph form resonably describing those services the City can expect the Consultant to provide. The description shall be written in such a manner that the type of service is clearly provided, but broad enough that all services reasonably expected of the Consultant, including services provided by partners, Subconsultants, and other supporting professionals, can be provided to the City. Designated Representative — A person who administers, reviews, and coordinates the provision of services. This definition applies equally to the City and to the Consultant. Exhibit A — Description of Services. Exhibit B — Project Status Report Form. Exhibit C — Professional Hourly Rates and Fees Schedule. Exhibit D — Certificate of Liability Insurance. Force Maieure - Force Majeure shall include, but not be limited to, hostility, revolution, civil commotion, strike, epidemic, fire, flood, wind, earthquake, explosion, any taw, proclamation, regulation, or ordinance orotheract of government, or any act of God or any cause whether of the same or different nature, existing or future; provided that the cause whether or not enumerated in this Agreement is beyond the control and without the fault or negligence of the party seeking relief under this Agreement. Law - Said phrase shall include statutes, codes, rules, and regulations of whatsoever type or nature enacted or adopted by a governmental entity of competent jurisdiction. Pari Materia — of the same matter, on the same subject. taws pad materia must be construed with reference to each other /together when related to the same matter or subject. The provisions of a contract/agreement are to be construed together with no isolated construction of a particular provision such that it would defeat the overall intent of the contractlagreement. Submittals — Any item required by this agreement that the Consultant must provide the City either for inclusion as part of this agreement or not. Type of Service - Professional Real Estate Services Work Order - A detailed description of quantities, services, and a completion schedule provided on Consultant letterhead describing all work associated with the service to be provided by the Consultant to the City for an agreed price referencing this agreement by title and date. SECTION 2: CAPTIONS. The Section headings and captions of this Agreement are for convenience and reference only and in no way define, limit, describe the scope or intent of this Agreement or any part thereof, or in any way affect this Agreement or construe any provision of this Agreement. SECTION 3: EXTENT OF AGREEMENT / INTEGRATION 1 AMENDMENT. (a). This Agreement, together with the Exhibits, if any, constitutes the entire integrated Agreement between the City and the Consultant and supersedes all prior written or oral understandings in connection therewith. This Agreement, and all the terms and provisions contained herein, including without limitation the Exhibits attached, constitute the full and complete agreement between the parties hereto to the date hereof, Professional Services Agreement for Professional Real Estate Services Page 3 and supersedes and controls over any and all prior agreements, understandings, representations, correspondence, and statements, whether written or oral. (b). This Agreement may only be amended, supplemented, or modified by a formal written amendment. (c). Any alterations, amendments, deletions, or waivers of the provisions of this Agreement shall be valid only when expressed in writing and duly signed by the parties. (d). The Exhibits made part of this Agreement are as follows: Exhibit A - Description of Services Exhibit B - Project Status Report Form Exhibit C - Professional Hourly Rates and Fees Schedule Exhibit D - Certificate of Liability Insurance SECTION 4: NO GENERAL CITY OBLIGATION. (a). In no event shall any obligation of the City under this Agreement be or constitute a general obligation or indebtedness of the City, a pledge of the ad valorem taxing power of the City or a general obligation or indebtedness of the City within the meaning of the Constitution of the State of Florida or any other applicable laws, but shall be payable solely from legally available revenues and funds. (b). The Consultant shall not have the right to compel the exercise of the ad valorem taxing power of the City. SECTION 5: CONSULTANT UNDERSTANDING OF SERVICES REQUIRED. (a). Execution of this Agreement by the Consultant is a representation that the Consultant is familiar with local conditions and with the services to be performed. The Consultant shall make no claim for additional time or money based upon its failure to comply with this Agreement The Consultant has informed the City, and hereby represents to the City, that it has extensive experience in performing and providing the services and/or goods described in this Agreement and to be identified in the Work Orders, and that it is well acquainted with the components that are properly and customarily included within such projects and the requirements of laws, ordinances, rules, regulations, or orders of any public authority or licensing entity having jurisdiction over City Projects. Execution of a Work Order shall be an affirmative and irrefutable representation by the Consultant to the City that the Consultant is fully familiar with any and all requisite work conditions of the provisions of the services. (b). The recitals herein are true and correct in form and constitute a material part of this Agreement upon which the parties have relied. (c). It is agreed that nothing herein contained is intended or should be construed as in any manner creating or establishing a relationship of co- partners between the parties, or as constituting the Consultant (including, but not limited to, its officers, employees, and agents) the agent, representative, or employee of the City for any purpose, or in any manner, whatsoever. The Consultant is to be and shall remain forever an independent Consultant with respect to all services performed under this Agreement. (d). The Consultant and persons employed by the Consultant in the provision and performance of the services and functions pursuant to this Agreement shall have no claim to pension, workers' compensation, unemployment compensation, civil service or other employee rights or privileges granted to the City's officers and employees either by operation of law or by the City. SECTION 6: GENERAL PROVISIONS. (a). Each party hereto represents to the other that it has undertaken all necessary actions to execute this Agreement, and that it has the legal authority to enter into this Agreement, and to undertake all obligations Professional Services Agreement for Professional Real Estate Services Page 4 imposed on it. The person(s) executing this Agreement for the Consultant certifies/certify that he/she/they is/are authorized to bind the Consultant fully to the terms of this Agreement (b). This Agreement is for services pertaining to Professional Real Estate Services needed for the City's operations as set forth herein and as otherwise directed by the City to include all labor and materials that may be required. (c). The Consultant acknowledges that the City may retain other Consultants to provide the same types of services for City projects. The City reserves the right to select which Consultant shall provide services for City projects. (d). The Consultant acknowledges that the City has retained other consultants and the coordination between said consultants and the Consultant may be necessary from time to time for the successful completion of each Work Order. The Consultant agrees to provide such coordination as necessary within the Scope of Services as contained in Section 12; Description of Services. (e). The Consultant agrees to provide and ensure coordination between goods / services providers. (f). Time is of the essence of the lawful performance of the duties and obligations contained in this Agreement to include, but not be limited to, each Work Order. The parties covenant and agree that they shall diligently and expeditiously pursue their respective obligations set forth in this Agreement and each Work Order. (g). Consultant will maintain an adequate and competent staff or professionally qualified persons throughout the performance of this Agreement to ensure acceptable and timely completion of each Work Order. (h). Requirements for signing and sealing plans, reports, and documents prepared by the Consultant shall be govemed by the laws and regulations of Seminole County and State Regulatory agencies. (i). The Consultant hereby guarantees the City that all material, supplies, services, and equipment as listed on a Purchase Order meet the requirements, specifications, and standards as provided for under the Federal Occupations Safety and Health Act of 1970, from time to time amended and in force on the date hereof. 0). No claim for services furnished by the Consultant not specifically provided for herein shall be honored by the City. SECTION 7: CODES AND DESIGN STANDARDS. (a). All the services to be provided or performed by the Consultant shall in the minimum be in conformance with commonly accepted industry and professional codes and standards, standards of the City, and the laws of any Federal, State, or local regulatory agencies. (b). The Consultant shall be responsible for keeping the City apprised of any changing laws applicable to the services to be performed under this Agreement. SECTION 8: SUBCONSULTANTS. (a). Any Consultant proposed Subconsultant shall be submitted to the City for written approval prior to the State Consultant entering into a subcontract. Subconsultant information shall include, but not be limited to, registrations, business address, occupational license tax proof of payment, and insurance certifications. (b). The Consultant shall coordinate the provision of services and work product of any City approved Subconsultant and remain fully responsible for such services and work under the terms of this Agreement. Professional Services Agreement for Professional Real Estate Services Page 5 (c). Any subcontract shall be in writing and shall incorporate this Agreement and require the Subconsultants to assume performance of the Consultant duties commensurately with the Consultants duties to the City under this Agreement, it being understood that nothing herein shall in any way relieve the Consultant from any of its duties under this Agreement. The Consultant shall provide the City with executed copies of all subcontracts. SECTION 9: ASSIGNABILITY. The Consultant shall not sublet, assign, or transfer any interest in this Agreement, or claims for the money due or to become due out of this Agreement to a bank, trust company, or other financial institution without written City approval. When approved by the City, written notice of such assignment or transfer shall be fumished promptly to the City. SECTION 10: COMMENCEMENT / IMPLEMENTATION SCHEDULE OF AGREEMENT. (a). The Consultant shall commence the provision of services as described in this Agreement immediately upon execution of this Agreement. The City may seek other firms to provide the same services. (b). The Consultant and the City agree to make every effort to adhere to the schedules established for the various Work Orders as described in each Work Order. However, if the Consultant is delayed at any time in the provision of services by any act or omission of the City, or of any employee of the City, or by any other Consultant employed by the City, or by changes ordered by the City, or by strikes, lock outs, fire, unusual delay in transportation, unavoidable casualties, or any other causes of Force Majeure not resulting from the inactions or actions of the Consultant and beyond the Consultants control which would not reasonably be expected to occur in connection with or during performance or provision of the services, or by delay authorized by the City pending a decision, or by any cause which the City shall decide to justify the delay, the time of completion shall be extended for such reasonable time as the City may decide in its sole and absolute discretion. It is further expressly understood and agreed that the Consultant shall not be entitled to any damages or compensation, or be reimbursed for any losses on account of any delay or delays resulting from any of the aforesaid causes or any other cause whatsoever. SECTION 11: LENGTH OF AGREEMENT. (a). The initial term of this Agreement shall be for a period of one (1) year. (b). After initial term, this Agreement shall automatically renew for two (2) additional terms of one (1) year each. (c). The maximum term for this Agreement and all renewals is a cumulative term of three (3) years. (d). Should the City wish to not have the contract automatically renewed, the City shall provide written notice to the Consultant ninety (90) days prior to the automatic renewal subject; however, to the completion of all pending Work Orders. (e). Should the Consultant wish to not have the contract automatically renewed, the Consultant shall provide written notice to the City ninety (90) days prior to the automatic renewal subject; however, to the completion of all pending Work Orders. SECTION 12: DESCRIPTION OF SERVICES. (a). The Consultant agrees to perform professional consulting services to the City. Services include, but are not limited to, general consulting services. The Description of Services is to be defined further hereto as Exhibit A. (b). The Consultant shall diligently and in a professional and timely manner perform and provide the services included in each subsequently entered Work Order. Unless modified in writing by the parties hereto, Professional Services Agreement for Professional Real Estate Services Page 6 the duties of the Consultant shall not be construed to exceed the provision of the services pertaining to this Agreement. (c). The City and Consultant agree that there may be certain additional services required to be performed by the Consultant during the performance of the Work Orders that can not be defined sufficiently at the time of execution of this Agreement. Such services shall be authorized in writing as a Change Order in accordance with Section 21. The Work Orders may contain addititonal instructions or provide specifications upon certain aspects of this Agreement pertinent to the work to be undertaken. Such supplemental instructions or provisions shall not be construed as a modification of this Agreement. SECTION 13: CONSULTANT RESPONSIBILITIES. (a). The Consultant shall be responsible for the professional quality, accepted standards, technical accuracy and the coordination of all services fumished by the Consultant under this Agreement as well as the conduct of its staff, personnel, employees, and agents. The Consultant shall work closely with the City on all aspects of the provision of the services. With respect to services, the Consultant shall be responsible for the professional quality, technical accuracy, competence, methodology, accuracy, and the coordination of all of the following which are listed for illustration purposes and not as a limitation: documents, analysis, reports, data, plans, plats, maps, surveys, specifications, and any and all other services of whatever type or nature furnished by the Consultant under this Agreement. The Consultant shall, without additional compensation, correct or revise any errors or deficiencies in his plans, analysis, data, reports, designs, drawings, specifications, and any and all other services of whatever type or nature. (b). The Consultant shall furnish a Consultant Designated Representative to administer, review, and coordinate the provision of services under each Work Order. (c). Neither City review, approval, or acceptance of, nor payment for, any of the services required under this Agreement shall be construed to operate as a waiver of any rights or of any cause of action arising out of the performance of this Agreement. The Consultant shall be and shall remain liable to the City in accordance with applicable law for all damages to the City caused by the Consultant's negligent or improper performance or failure to perform any of the services fumished under this Agreement. (d). The rights and remedies of the Consultant, provided for under this Agreement, are in addition to any other rights and remedies provided by law. (e). In the event the Consultant fails to comply with the terms and conditions of this Agreement, the City shall notify the Consultant's Designated Representative in writing so that the Consultant may take remedial action. (f). Time is of the essence in the performance of all services provided by the Consultant under the terms of this Agreement and each and every Work Order. SECTION 14: CITY RIGHTS AND RESPONSIBILITIES. (a). The City shall reasonably cooperate with the Consultant in a timely fashion at no cost to the Consultant as set forth in this Section. (b). The City shall furnish a City Designated Representative to administer, review, and coordinate the provision of services under each Work Order. (c). The City shall make City personnel available where, in the City's opinion, they are required and necessary to assist the Consultant. The availability and necessity of said personnel to assist the Consultant shall be determined solely at the discretion of the City. (d). The City shall furnish the Consultant with exisitng data, records, maps, plans, specifications, reports, fiscal data, and other engineering information that is available in the City's files that is necessary or useful to Professional Services Agreement for Professional Real Estate Services Page 7 the Consultant for the performance of the Work. All such documents conveyed by the City shall be, and remain the property of, the City and shall be returned to the City upon completion of the Work to be performed by the Consultant. (e). The City shall examine all Consultant reports, sketches, drawings, estimates, proposals, and other documents presented to the City and indicate the City's approval or disapproval within a reasonable time so as not to materially delay the provisions of the services of the Consultant. (f). The City shall provide access to and make provisions for the Consultant to enter upon public and private lands as required for the Consultant within a reasonable time to perform work as necessary to complete the Work Order. (g). The City shall transmit instructions, relevant information, and provide interpretation and definition of City policies and decisions with respect to any and all materials and other matters pertinent to the services covered by this Agreement. (h). The City shall give written notice to the Consultantwhenever the City designated representative knows of a development that affects the services provided and performed under this Agreement, timing of the Consultant's provision of services, or a defect or change necessary in the services of the Consultant. (i). The rights and remedies of the City provided for under this Agreement are in addition to any other rights and remedies provided by law; the City may assert its right of recovery by any appropriate means including, but not limited to, set -off, suit, withholding, recoupment, or counterclaim, either during or after performance of this Agreement. 0). The City shall be entitled to recover any and all legal costs including, but not limited to, attomey fees and other legal costs that it may incur in any legal actions it may pursue in the enforcement of the terms and conditions of this Agreement or the responsibilities of the Consultant in carrying out the duties and responsibilities deriving from this Agreement. (k). The failure of the City to insist in any instance upon the strict performance of any provision of this Agreement, or to exercise any right or privilege granted to the City hereunder shall not constitute or be construed as a waiver of any such provision or right and the same shall continue in force. (I). Neither the City's review, approval or acceptance of, nor payment for, any of the services required shall be construed to operate as a waiver of any rights under this Agreement nor any cause of action arising out of the performance of this Agreement and the Consultant shall be and always remain liable to the City in accordance with applicable law for any and all damages to the City caused by the Consultant's negligent or wrongful provision or performance of any of the services furnished under this Agreement. (m). All deliverable analysis, reference data, survey data, plans and reports, or any other form of written instrument or document that may result from the Consutant's services or have been created during the course of the Consultant's performance under this Agreement shall become the property of the City after final payment is made to the Consultant. (n). In the event the City fails to comply with the terms and conditions of this Agreement, the Consultant shall notify the City's Designated Representative in writing so that the City may take remedial action. SECTION 15: WAIVER. The failure of the City to insist in any instance upon the strict performance of any provision of this Agreement, or to exercise any right or privilege granted to the City hereunder, shall not constitute or be construed as a waiver of any such provision or right and the same shall continue in force. SECTION 16: FORCE MAJEURE. Professional Services Agreement for Professional Real Estate Services Page 8 Neither party shall be considered in default in performance of its obligations hereunder to the extent that performance of such obligations, or any of them, is delayed or prevented by Force Majeure. SECTION 17: STANDARDS OF CONDUCT. (a). The Consultant warrants that it has not employed or retained any company or person, other than a Bona Fide employee working solely for the Consultant, to solicit or secure this Agreement and that the Consultant has not paid or agreed to pay any person, company, corporation, individual, or firm other than a Bona Fide employee working solely for the Consultant, any fee, commission, percentage, gift, or any other consideration, contingent upon or resulting from the award of making this Agreement. (b). If the City determines that any employee or representative of the Consultant is not satisfactorily performing his or her assigned duties or is demonstrating improper conduct pursuant to any assignment or work performed under this Agreement, the City shall so notify the Consultant, in writing. The Consultant shall immediately remove such employee or representative of the Consultant from such assignment. (c). The Consultant hereby certifies (in writing) that no undisclosed conflict of interest exists with respect to the Agreement, including, but not limited to, any conflicts that may be due to representation of other clients, customers or vendees, other contractual relationships of the Consultant, or any interest in property that the Consultant may have. The Consultant further certifies that any conflict of interest that arises during the term of this Agreement shall be immediately disclosed in writing to the City. Violation of this Section shall be considered as justification for immediate termination of this Agreement. (d). The Consultant shall not engage in any action that would create a conflict of interest for any City employee or other person during the course of performance of, or otherwise related to, this Agreement or which would violate or cause others to violate the provisions of Part III, Chapter 112, Florida Statutes, relating to ethics in government. (e). The City will not intentionally award publicly - funded contracts to any Consultant who knowingly employs unauthorized alien workers, constituting a violation of the employment provisions contained in 8 U.S.C. Section 1324a(e) Section 274A(e) of the Immigration and Nationality Act (INA)]. The City shall consider the employment by the Consultant of unauthorized aliens, a violation of Section 274A (e) of the INA. Such violation by the Consultant of the employment provisions contained in Section 274A (e) of the INA shall be grounds for immediate termination of this Agreement by the City. (f). The Consultant shall comply with the requirements of the Americans with Disabilities Act (ADA), and any and all related Federal or State laws which prohibits discrimination by public and private entities on the basis of disability. (g). The Consultant shall not discriminate on the grounds of race, color, religion, sex, or national origin in the performance of work under this Agreement or violate any laws pertaining to civil rights, equal protection, or discrimination. (h). If the Consultant or an affiliate is placed on a discriminatory vendor list, such action may result in termination by the City. The Consultant shall certify, upon request by the City that it is qualified to submit a bid under Section 287.134, Discrimination, (2) (c), Florida Statutes. (i). If the Consultant or an affiliate is placed on the convicted vendor list following a conviction for a public entity crime, such action may result in termination by the City. The Consultant shall certify, upon request by the City, that it is qualified to submit a bid under Section 287.133, Public Entity Crime, (2)(a), Florida Statutes. (j). The Consultant shall certify, upon request by the City, that the Consultant maintains a drug free workplace policy in accordance with Section 287.0878, Florida Statutes. Failure to submit this certification may result in termination. Professional Services Agreement for Professional Real Estate Services Page 9 (k). The Consultant agrees to comply with Federal, State, and local environmental, health, and safety laws and regulations applicable to the services provided to the City. The Consultant agrees that any program or initiative involving the work that could adversely affect any personnel involved, citizens, residents, users, neighbors or the surrounding environment will ensure compliance with any and all employment safety, environmental and health laws. (1). If applicable, in accordance with Section 216.347, Florida Statutes, the Consultant shall not use funds provided by this Agreement for the purpose of lobbying the Legislature, the Judicial Branch, or any State Agency. (m). The Consultant shall not publish any documents or release information regarding this Agreement to the media without prior approval of the City. (n): The Consultant shall ensure that all services are provided to the City after the Consultant has obtained, at its sole and exclusive expense, any and all permits, licenses, permissions, approvals or similar consents. (o). The Consultant shall ensure that all taxes due from the Consultant are paid in a timely and complete manner including, but not limited to, occupational license tax. SECTION 18: NOTICES. (a). Whenever either party desires to give notice unto the other, it must be given by written notice, sent by registered United States mail, with return receipt requested and addressed to the party for whom it is intended, at the place last specified. The place for giving of notice shall remain as such until it has been changed by written notice in compliance with the provisions of this Section. (b). For the present, the parties designate the following as the representative places for giving of notice, to -wit: (1). For the City: Richard Gestrich City Manager 400 Alexandria Blvd. Oviedo, FL 32765 (2). For the Consultant Steven Triece The Triece Company P.O. Box 530598 DeBary, FL 32753 -0598 Telephone Number: 386 -668 -2553 E -mail Address: striece @bellsouth.net (c). Written notice requirements of this Agreement shall be strictly construed and such requirements are a condition precedent to pursuing any rights or remedies hereunder. The Consultant agrees not to claim any waiver by City of such notice requirements based upon City having actual knowledge, implied, verbal or constructive notice, lack of prejudice, or any other grounds as a substitute for the failure of the Consultant to comply with the express written notice requirements herein. Computer notification (e -mails and message boards) shall not constitute proper written notice under the terms of the Agreement. SECTION 19: DESIGNATED REPRESENTATIVES. Professional Services Agreement for Professional Real Estate Services Page 10 (a). The City Manager, or his designated representative, represents the City in all matters pertaining to and arising from the work and the performance of this Agreement (b). The City Manager or his designated representative shall have the following responsibilities: (1). Examination of all work and rendering, in writing, decisions indicating the City's approval or disapproval within a reasonable time so as not to materially delay the work of the Consultant; (2). Transmission of instructions, receipt of information, and interpretation and definition of City's policies and decisions with respect to design, materials, and other matters pertinent to the work covered by this Agreement; (3). Giving prompt written notice to the Consultant whenever the City knows of a defect or change necessary in the project; and (c). Until further written notice, the City's Designated Representative for this Agreement is: Tony Segreto Public Works Director City of Oviedo 400 Alexandria Blvd Oviedo, Florida 32765 (d). Prior to the start of any work under this Agreement, the Consultant shall submit to the City detailed resumes of key professional personnel that will be involved in performing services described in the work. The City hereby acknowledges its acceptance of such personnel to perform services under this Agreement At any time hereafter that the Consultant desires to change key professional personnel in an active assignment, it shall submit the qualifications of the new professional personnel to the City for prior approval. Key professional personnel shall include the principal -in- charge, project managers, and others interfacing with City personnel. (e). Until further written notice, the Consultant's Designated Representative for this Agreement is: Steven Triece The Triece Company P.O. Box 530598 DeBary, FL 32753 -0598 Telephone Number: 386 -668 -2553 E -mail Address: striece@bellsouth.net SECTION 20: WORK ORDERS. (a). The provision of services to be performed under this Agreement may commence immediately upon the execution of this Agreement. Services to be provided by the Consultant to the City shall be negotiated between the Consultant and the City. Each Work Order shall reference this agreement by title and date, include a detailed description of quantities, services, and a completion schedule, and will be provided on Consultant letterhead. Services described in said Work Order will commence upon the issuance of a City Notice- To-Proceed. (b). If the services required to be performed by a Work Order is clearly defined, the Work Order shall be issued on a "Fixed Fee" basis. The Consultant shall perform all services required by the Work Order but in no event shall the Consultant be paid more than the negotiated Fixed Fee amount stated therein. (c). The Consultant and the City agree to make every effort to adhere to the schedule established for the various Work Orders described in the Work Order. (d). If the services are not clearly defined, the Work Order may be issued on a "Time Basis Method" and contain a Not -to- Exceed amount. If a Not -to- Exceed amount is provided, the Consultant shall perform all work required by the Work Order; but in no event shall the Consultant be paid more than the Not- to-Exceed amount Professional Services Agreement for Professional Real Estate Services Page 11 specified in the applicable Work Order. (e). For Work Orders issued on a °Fixed Fee Basis,' the Consultant may invoice the amount due based on the percentage of total Work Order services actually performed and completed; but in no event shall the invoice amount exceed a percentage of the Fixed Fee amount equal to a percentage of the total services actually completed. M. For Work Orders issued on a'Time Basis Method" with a Not- to-Exceed amount, the Consultant may invoice the amount due for actual work hours performed; but in no event shall the invoice amount exceed a percentage of the Not- to-Exceed amount equal to a percentage of the total services actually completed. (g). Each Work Order issued on a "Fixed Fee Basis" or "Time Basis Method" with a Not- to-Exceed amount shall be treated separately for retainage purposes. If the City determines that work is substantially complete and the amount retained, if any, is considered to be in excess, the City may, at its sole and absolute discretion, release the retainage or any portion thereof. (h). For Work Orders issued on a "Time Basis Method" with a Limitation of Funds amount, the Consultant may invoice the amount due for services actually performed and completed. The City shall pay the Consultant one hundred percent (100 %) of the approved amount on Work Orders issued on a "Time Basis Method' with a Limitation of Funds amount. SECTION 21: CHANGE ORDERS. (a). The City may revise the Description of Services set forth in any particular Work Order. (b). Revisions to any Work Order shall be authorized in writing by the City as a Change Order. Each Change Order shall include a schedule of completion for the services authorized. Change Orders shall identify this Agreement and the appropriate Work Order number. The Change Orders may contain additional instructions or provisions specific upon certain aspects of this Agreement pertinent to the services to be provided. Such supplemental instructions or provisions shall not be construed as a modification of this Agreement. An Agreement between the parties on and execution of any Change Order shall constitute a final settlement and a full accord and satisfaction of all matters relating to the change and to the impact of the change on unchanged goods and/or work, including all direct and indirect costs of whatever nature, and all adjustments to the Consultant schedule. (c). If instructed by the City, the Consultant shall change or revise work that has been performed, and if such work is not required as a result of error, omission or negligence of the Consultant, the Consultant may be entitled to additional compensation. The Consultant must submit for City approval a revised proposal with a revised fee quotation. Additional compensation, if any, shall be agreed upon before commencement of any such additional work and shall be incorporated into the work by Change Order to the Work Order. SECTION 22: COMPENSATION. (a). Compensation to the Consultant for the services performed on each Work Order shall be as set forth the Work Order /Change Order or as set forth in Exhibit C which enumerates hourly rates and other charges of the Consultant. (b). The City shall not pay for reimbursable items such as gas, tolls, mileage, meals, etc. and other items not directly attributable to items produced for each Work Order. (c). Ali Work Orders are to include a 0.5% line item for reimbursables, an amount to be billed against for unanticipated costs ordered by the City, such as additional copies, postage, etc. This line item is for use by the City and shall only be billed against with prior approval of the Designated Representative. (d). Work performed by the Consultant without written approval by the City's Designated Representative shall not be compensated. Any work performed by the Consultant without approval by the City is performed at the Consultant's own election. Professional Services Agreement for Professional Real Estate Services Page 12 (e). In the event the City fails to provide compensation under the terms and conditions of this Agreement, the Consultant shall notify the City's Designated Representative in order that the City may take remedial action. SECTION 23: INVOICE PROCESS. (a). Payments shall be made by the City to the Consultant when requested as work progresses for services fumished, but not more than once monthly. Each Work Order shall be invoiced separately. The Consultant shall render to the City, at the close of each calendar month, an itemized invoice properly dated, describing all services rendered as Exhibit B, the Project Status Report Form, the cost of the services, the name and address of the Consultant, Work Order Number, Contract Number and all other information required by this Agreement. (b). Invoices which are in an acceptable form to the City and without disputable items will be processed for payment within thirty days of receipt by the City. (c). The Consultant will be notified of any disputable items contained in invoices submitted by the Consultant within fifteen days of receipt by the City with an explanation of the deficiencies. (d). The City and the Consultant will make every effort to resolve all disputable items contained in the Consultant's invoices. (e). Each invoice shall reference this Agreement, the appropriate Work Order and Change Order if applicable, the billing period, and include the Project Status Report for the period being billed. A Project Status Report form is attached as Exhibit B. (f). The Florida Prompt Payment Act shall apply when applicable. (g). Invoices are to be forwarded directly to: Tony Segreto Public Works Director City Of Oviedo 400 Alexandria Blvd Oviedo, Florida 32765 SECTION 24: TERMINATION OF AGREEMENT. (a). The City may terminate this Agreement, or any Work Order, for convenience at any time for one or more of the reasons as follows: (1). If, in the City's opinion, adequate progress under a Work Order is not being made by the Consultant; or (2). If, in the City's opinion, the quality of the services provided by the Consultant is /are not in conformance with commonly accepted professional standards, standards of the City, the requirements of Federal or State regulatory agencies, and the Consultant has not corrected such deficiencies in a timely manner as reasonably determined by the City; or (3). The Consultant or any employee or agent of the Consultant is indicted or has a direct charge issued against him for any crime arising out of or in conjunction with any work that has been performed by the Consultant; or (4). The Consultant becomes involved in either voluntary or involuntary bankruptcy proceedings, or makes an assignment for the benefit of creditors; or (5). The Consultant violates the Standards of Conduct provisions herein or any provision of State or local law or any provision of the City Code of Conduct. Professional Services Agreement for Professional Real Estate Services Page 13 (b). In the event of any of the causes described in this Section, the City's Designated Representative may send a certified letter requesting that the Consultant show cause why the Agreement or any Work Order should not be terminated. If satisfactory assurance is not received by the City within fourteen (14) calendar days of the receipt of the letter that corrective measures will occurwithin a reasonable amount of time, the City may consider the Consultant to be in default, and may immediately terminate this Agreement or any Work Order in progress under this Agreement. (c). In the event that this Agreement or a Work Order is terminated for cause and it is later determined that the cause does not exist, then this Agreement or the Work Omer shall be deemed terminated for convenience by the City and the City shall have the right to so terminate this Agreement without any recourse by the Consultant. SECTION 25: TERMINATION BY CONSULTANT FOR CAUSE. (a). The Consultant may terminate this Agreement if: (1). The City materially fails to meet its obligations and responsibilities as contained in Section 14; City Rights and Responsibilities; or (2). The City fails to pay the Consultant in accordance with this Agreement. (b). In the event of either of the causes described in Subsection (a), the Consultant shall send a certified letter requesting that the City show cause why the Agreement should not be terminated. If adequate assurances are not given to the Consultant within fourteen calendar days of the receipt of said show cause notice, the Consultant may consider the City to be in default, and may immediately terminate this Agreement. SECTION 26: TERMINATION BY THE CITY WITHOUT CAUSE. (a). Notwithstanding any other provision of this Agreement, the City shall have the right at any time to terminate this Agreement in its entirety without cause, or terminate any specific Work Order without cause, if such termination is deemed by the City to be in the public interest, provided that thirty (30) calendar days prior written notice is given to the Consultant of the City's intent to terminate. (b). In the event that this Agreement is terminated, the City shall identify any specific Work Order(s) being terminated and the specific Work Order(s) to be continued to completion pursuant to the provisions of this Agreement. (c). This Agreement will remain in full force and effect as to all authorized Work Order(s) that is/are to be continued to completion. SECTION 27: PAYMENT IN THE EVENT OF TERMINATION. In the event this Agreement or any Work Order is terminated or canceled prior to final completion payment for the unpaid portion of the services provided by the Consultant to the date of termination and any additional services shall be paid to the Consultant. SECTION 28: ACTION FOLLOWING TERMINATION. Upon receipt of notice of termination, given by either party, the terminated party shall promptly discontinue the provision of all services, unless the notice provides otherwise. SECTION 29: SUSPENSION. (a). The performance or provision of the Consultant services under any Work Order under this Agreement may be suspended by the City at any time. Professional Services Agreement for Professional Real Estate Services Page 14 (b). In the event the City suspends the performance or provision of the Consultants services hereunder, the City shall so notify the Consultant in writing. Such suspension shall become effective upon the date stated in the notice. The City shall pay to the Consultant within thirty (30) days all compensation which has become due to and payable to the Consultant to the effective date of such suspension. The City shall thereafter have no further obligation for payment to the Consultant for the suspended provision of services unless and until the City's designated representative notifies the Consultant in writing that the provision of the services of the Consultant called for hereunder are to be resumed by the Consultant. (c). Upon receipt of written notice from the City that the Consultants provision of services hereunder are to be resumed, the Consultant shall continue to provide the services to the City. SECTION 30: ALTERNATIVE DISPUTE RESOLUTION (ADR). (a) In the event of a dispute related to any performance or payment obligation arising under this Agreement, the parties agree to exhaust any alternative dispute resolution procedures reasonably imposed by the City prior to filing suit or otherwise pursuing legal remedies. (b) The Consultant agrees that it will file no suit or otherwise pursue legal remedies based on facts or evidentiary materials that were not presented for consideration to the City in alternative dispute resolution procedures or which the Consultant had knowledge and failed to present during the City procedures. (c). In the event that City procedures are exhausted and a suit is filed or legal remedies are otherwise pursued, the parties shall exercise best efforts to resolve disputes through voluntary mediation. Mediator selection and the procedures to be employed in voluntary mediation shall be mutually acceptable to the parties. Costs of voluntary mediation shall be shared equally among the parties participating in the mediation. SECTION 31: SEVERABILITY. (a). If any term, provision or condition contained in this Agreement shall, to any extent, be held invalid or unenforceable, the remainder of this Agreement, or the application of such term, provision or condition to persons or circumstances other than those in respect of which it is invalid or unenforceable, shall not be affected thereby, and each term, provision, and condition of this Agreement shall be valid and enforceable to the fullest extent permitted by law when consistent with equity and the public interest. (b). All provisions of this Agreement shall be read and applied in Pad Materia with all other provisions hereof. (c). Violation of this Agreement by the Consultant is recognized by the parties to constitute irreparable harm to the City. SECTION 32: CONTROLLING LAWS I VENUE I INTERPRETATION. (a). This Agreement is to be governed by the laws of the State of Florida. (b). Venue for any legal proceeding related to this Agreement shall be in the Eighteenth Judicial Circuit Court in and for Seminole County, Florida. (c). This Agreement is the result of bona fide arms length negotiations between the City and the Consultant and all parties have contributed substantially and materially to the preparation of the Contract. Accordingly, this Agreement shall not be construed or interpreted more strictly against any one party than against any other party. SECTION 33: INDEMNITY. (a). To the fullest extent permitted by law, the Consultant shall indemnify, hold harmless, and defend the City, its agents, servants, officers, officials, and employees, or any of them, from and against any and all claims, damages, losses, and expenses including, but not limited to, attorneys fees and other legal costs such as those for paralegal, investigative, and legal support services, and the actual costs incurred for expert Professional Services Agreement for Professional Real Estate Services Page 15 witness testimony arising out of or resulting from the performance or provision of services required under this Agreement, provided that same is caused in whole or part by the error, omission, negligent act, failure to act, malfeasance, misfeasance, conduct, or misconduct of the Consultant, its agents, servants, officers, officials, employees, or Subconsultants. (b). In accordance with Section 725.06, Florida Statutes, adequate consideration has been provided to the Consultant for this obligation, the receipt and sufficiency of which is hereby specifically acknowledged. (c). Nothing herein shall be deemed to affect the rights, privileges, and immunities of the City as set forth in Section 768.28, Florida Statutes. (d). In claims against any person or entity indemnified under this Section by an employee of the Consultant or its agents or Subconsultants, anyone directly or indirectly employed by them or anyone for whose acts they may be liable, the indemnification obligation under this Section shall not be limited by a limitation on amount or type of damages, compensation, or benefits payable by or for the Consultant or its agents or Subconsultants, under Workers Compensation acts, disability benefits acts, or other employee benefit acts. (e). The execution of this Agreement by the Consultant shall obligate the Consultant to comply with the indemnification provision in this Agreement; however, the Consultant must also comply with the provisions of this Agreement relating to insurance coverages. SECTION 34: INSURANCE. (a). The Consultant shall obtain or possess and continuously maintain the following insurance coverage, from a company or companies, with a Best Rating of A- or better, authorized to do business in the State of Florida and in a form acceptable to the City and with only such terms and conditions as may be acceptable to the City: (1). Workers Compensation/Emplover Liability: The Consultant shall provide Worker Compensation insurance for all employees engaged in the work under this Agreement in accordance with the laws of the State of Florida. Employers' Liability Insurance at limits not less than the following: S . ' °�!� $100,000 Each Accident I°� ,/ Fs. 440 9J Z � $100,000 Disease Each Employee S� €� b 4 . $500,000 Disease Aggregate (2). Comprehensive General Liability: The Consultant shall provide coverage for all operations including, but not limited to, contractual, independent Consultant, products and complete operations and personal injury with limits not less than the following: $1,000,000 Bodily Injury & Property Damage - each occurrence $1,000,000 Personal & Advertising Injury - each occurrence $2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregates limit $ 5,000 Medical Payments $ 100,000 Fire Damage Legal Liability (3). Comprehensive Business Automobile Liability: The Consultant shall provide complete coverage with a combined single limit of not less than $1,000,000 Bodily Injury and Property Damage in accordance with the laws of the State of Florida, as to the ownership, maintenance, and use of all owned, non - owned, leased or hired vehicles. (4). Professional Liability: The Consultant shall provide professional liability insurance as well as errors and omission insurance in a minimum amount of $1,000,000 CSL or its equivalent, with a combined single limit of not less than $1,000,000, protecting the Consultant against claims of the City for negligence, errors, mistakes, or omissions in the performance of services to be performed and furnished by the Consultant. Professional Services Agreement for Professional Real Estate Services Page 16 (5) Other Required Insurance Coverage: Where unusual operations are necessary to complete the work, such as Longshoremen and Harbor Workers' Exposures, use of aircraft or watercraft, use of explosives, and any high risk circumstances. No aircraft, watercraft or explosives shall be used without the express advance written approval of the City which may, thereupon, required additional insurance coverages. (b). All insurance other than Workers Compensation and Professional Liability that must be maintained by the Consultant shall specifically include the City as an additional insured. All insurance minimum coverages extend to any subconsultant, and the Consultant shall be responsible for all Subconsultants. (c). The Consultant shall provide Certificates of Insurance to the City evidencing that all such insurance is in effect prior to the issuance of the first Work Order under this Agreement These Certificates of Insurance shall become part of this Agreement. Neither approval by the City nor failure to disapprove the insurance furnished by a Consultant shall relieve the Consultant of the Consultant's full responsibility for performance of any obligation including the Consultant's indemnification of the City under this Agreement If, during the period which an insurance company is providing the insurance coverage required by this Agreement, an insurance company shall: (1) lose its Certificate of Authority, (2) no longer comply with Section 440.57, Florida Statutes, or (3) fail to maintain the requisite Best's Rating and Financial Size Category, the Consultant shall, as soon as the Consultant has knowledge of any such circumstance, immediately notify the City and immediately replace the insurance coverage provided by the insurance company with a different insurance company meeting the requirements of this Agreement Until such time as the Consultant has replaced the unacceptable insurer with an insurance acceptable to the City, the Consultant shall be deemed to be in default of this Agreement. (d). The insurance coverage shall contain a provision that requires that prior to any changes in the coverage, except increases in aggregate coverage, thirty days prior notice will be given to the City by submission of a new Certificate of Insurance. (e). The Consultant shall provide Certificate of Insurance directly to the City's Designated Representative. The certificates shall clearly indicate that the Consultant has obtained insurance of the type, amount, and classification required by this Agreement. (f). Nothing in this Agreement or any action relating to this Agreement shall be construed as the City waiver of sovereign immunity beyond the limits set forth in Section 768.28, Florida Statutes. (g). The City shall not be obligated or liable under the terms of this Agreement to any party other than the Consultant. There are no third party beneficiaries to this Agreement. (h). The Consultant is an independent Consultant and not an agent, representative, or employee of the City. The City shall have no liability except as specifically provided in this Agreement. (i). All insurance shall be primary to, and not contribute with, any insurance or self - insurance maintained by the City. SECTION 35: EQUAL OPPORTUNITY EMPLOYMENT / NON - DISCRIMINATION. The Consultant agrees that it will not discriminate against any employee or applicant for employment for work under this Agreement because of race, color, religion, sex, age, national origin, or disability and will take affirmative steps to ensure that applicants are employed and employees are treated during employment without regard to race, color, religion, sex, age, national origin, or disability. This provision shall include, but not be limited to, the following: employment, upgrading, demotion or transfer, recruitment advertising; layoff or termination; rates of pay or their forms or compensation; and selection for training, including apprenticeship. The Consultant, moreover, shall comply with all the requirements as imposed by the Americans with Disabilities Act, the regulations of the Federal government issued thereunder, and any and all requirements of Federal or State law related thereto. SECTION 36: ACCESS TO RECORDS I AUDIT / PUBLIC RECORDS. Professional Services Agreement for Professional Real Estate Services Page 17 (a). The Consultant shall maintain books, records, documents, time and costs accounts, and other evidence directly related to its provision or performance of services under this Agreement. All time records and cost data shall be maintained in accordance with generally accepted accounting principles. (b). The Consultant shall maintain and allow access to the records required under this Section for a minimum period of five years after the completion of the provision or performance services under this Agreement and date of final payment for said services, or date of termination of this Agreement. (c). The City reserves the right to unilaterally terminate this Agreement if the Consultant refuses to allow public access to all documents, papers, letters, or other materials subject to provisions of Chapter 119, Florida Statutes, and other applicable law, and made or received by the Consultant in conjunction, in any way, with this Agreement. (d). The City may perform, or cause to have performed, an audit of the records of the Consultant before or after final payment to support final payment under any Work Order issued hereunder. This audit shall be performed at a time mutually agreeable to the Consultant and the City subsequent to the close of the final fiscal period in which services are provided or performed. Total compensation to the Consultant may be determined subsequent to an audit as provided for in this Section, and the total compensation so determined shall be used to calculate final payment to the Consultant. Conduct of this audit shall not delay final payment as required by this Section. (e). In addition to the above, if Federal, State, County, or other entity funds are used for any services under this Agreement, the Comptroller General of the United States or the Chief Financial Officer of the State of Florida, or the County of Seminole, or any representative, shall have access to any books, documents, papers, and records of the Consultant which are directly pertinent to services provided or performed under this Agreement for purposes of making audit, examination, excerpts, and transcriptions. (f). In the event of any audit or inspection conducted reveals any overpayment by the City underthe terms of the Agreement, the Consultant shall refund such overpayment to the City within thirty days of notice by the City of the request for the refund. (g). The Consultant agrees to fully comply with all State laws relating to public records. (h). The Consultant agrees that if any litigation, claim, or audit is started before the expiration of the record retention period established above, the records shall be retained until all litigation, claims, or audit findings involving the records have been resolved and final action taken. SECTION 37: COUNTERPARTS. This Agreement may be executed in any number of counterparts, each of which shall be deemed an original, but all of which, taken together, shall constitute one and the same document. SECTION 38: SUBMITTALS. The following are items the Consultant must submit to the City as stated in this Agreement a) Description of Services; Section 12. b) Worker compensation insurance for all employees; Section 34, Paragraph (a) (1) c) Certificates of insurance; Section 34, Paragraph (c) d) Conflict of Interest Statement; Section 17, Paragraph (c) This Agreement describes each item listed above in detail. All provided to the City must be accurate and updated certifying the Consultant is proceeding correctly. SECTION 39: EXHIBITS. Professional Services Agreement for Professional Real Estate Services Page 18 Each Exhibit referred to and attached to this Agreement is an essential part of this Agreement. The Exhibits and any amendments or revisions thereto, even if not physically attached hereto, shall be treated as if they are part of this Agreement. IN WITNESS WHEREOF, the parties hereto have made and executed this Agreement on the respective dates under each signature: the City through its City Council taking action on the 2nd day of, March, 2009, and the Consultant signing by and through its duly authorized corporate officer having the full and complete authority to execute same. The Triece Company P.O. Box 530598 DeBary, FL 32753 -0598 Signatory Authority and Title, Signature Signatory Authority and Title; Typed or Printed 7)�'4,4 /? 200 Date ATTEST. �. '0;�z Attesting Authority and Title; Signature Attesting Authority and Title; Typed or Printed 17 Zosd Date City Of Oviedo Richard Gestrich, City Manager 023, d00 Date ATTEST: P'. ForN , � , : -.. L Mwwzweml Approved s to form and legal sufficiency. Sandra Ambrose, City Attomey Date Professional Services Agreement for Professional Real Estate Services Page 19 THE TRIECE COMPANY Real Estate Acquisition EXHIBIT "N' SCOPE OF SERVICES REAL ESTATE BROKER The City of Oviedo The Contractor shall provide The City with professional real estate services required to plan, negotiate the purchase/sale/lease as required, for assigned properties. The Contractor shall provide the following real estate services as part of this Agreement: 1) Assist The City in their efforts to obtain construction plans, right of way maps, title searches, title commitments, owner's title policies, appraisals, and appraisal reviews required for the appraisal, acquisition and /or eminent domain use in the project. These items shall be provided to The City by other independent contractors for use in the project. The City shall be responsible for the payment of all charges for these items. 2) Attend meetings with City staff, their agents, City officials including public hearings, property owners and all other panties involved in the project, at either the request of the City or as part of the Contractor's work effort 3) Negotiate the purchase/saleAease of all parcels assigned by The City to the Contractor. Obtain executed purchase agreements in accordance to the form and content as directed by The City. Furnish The City with suit information in the form and content directed by The City on each assigned property not purchased and identified by The City for the filing of an action under Florida law for an order of taking. 4) Advise The City, and its staff in matters regarding the purchase, offers, claims, counteroffers, discussions, and issues pertaining to the purchase/sale/lease of the assigned property(ies). 5) Attend closings scheduled on purchases by The City at the request of The City. 6) Provide other real property services requested by The City to plan, implement, negotiate, purchase, sale, lease and acquire the property assigned by The City. 7) Maintain professional courtesy in all contacts with property owners. 8) Provide The City with the original and/or a copy of all documents produced by The Contractor as a result of the work assigned, if requested. 9). Attend depositions, trial preparation, act as factual witness, and assist in legal proceedings under the direction of the City's attorney. P.O. Box 530598 • DeBary, Florida 32753 -0598 • Telephone / Fax: (386) 668 -2553 E -mail: striece @bellsouth.net O,o me O z O 7� THE TRIECE COMPANY Real Estate Acquisition EXHIBIT "C" FEES / REAL ESTATE COMMISSIONS The City of Oviedo 1) Hourly Fee of $90.00 oer hour for all time worked including travel to meetings, site visits, depositions, testimony, factual witness and appearances at legal proceedings, billed in increments of no less than .25 hour. 2) Real Estate Commission in the amount of 2% of the gross contract ourchase price paid by The CRy at closing an the Rurchase of all i;1roR2ft subject to the WIowina In the event that a property seller has listed the property for sale with a real estate broker, and/or the seller's real estate broker offers a cooperative real estate commission split to real estate brokers and/or the seller offers to pay a real estate commission as part of the sale transaction, then the portion of the real estate commission paid to The Triece Company, at dosing, that exceeds 2% paid by The City, shall be remitted by the dosing agent to the account of The City at dosing on the purchase. The remittance of any commission to The City shall be disclosed to both seller and buyer by written statement contained within the contract for sale and purchase of the property. 3) If the City of Oviedo either abandons the project, stops real estate acquisition work, elects not to proceed with the purchase of a property, or for any other reason terminates the project and does not complete the purchase of a property, then The Triece Company shall be paid at the hourly rate stated in Item # 1, above, for all real estate services provided to the City of Oviedo through the date of termination and/or notice to stop work. If the City of Oviedo terminates the project, stops work, and/or elects not to dose on a purchase, but subsequently within the following twelve (12) months proceeds to close on the purchase of any property involved in the project, the real estate commission stated in Item #2, above, shall be paid by The City to The Tried Company, at dosing on the purchase. P.O. Box 530598 • DeBary, Florida 32753 -0598 • Telephone / Fax: (386) 668 -2553 E -mail: striece @bellsouth.net STATE OF FLORIDA 12 - 11 - 2002 DEPARTMENT OF INSURANCE DIVISION OF WORKERS' COMPENSATION CERTIFICATE OF EXEMPTION FROM FLORIDA WORKERS' COMPENSATION LAW NON - CONSTRUCTION INDUSTRY EXEMPTION EXHIBIT "D" INSURANCE CERTIFICATE /EXEMPTION This certifies that the individual listed below has elected to be exempt from . Florida Workers' Compensation Law. EFFECTIVE 12/07/2002 EXPIRATION DATE N/A PERSON TRIECE STEVEN M SSN 242 -82 -1065 FEIN 592763845 BUSINESS THE TRIECE COMPANY P BOX 530598 DEBARY FL 32753 NOTE: Pursuant to Chapter 440, 100) , (g), 2, F. S. , a sole proprietor, partner, or an officer of a corporation who elects exemption from the Florida Workers' Compensation Law may not recover benefits or compensation under Chapter 440. PLEASE CUT OUT THE CARD BELOW AND RETAIN FOR FUTURE REFERENCE STATE OF FLORIDA DEPARTMENT OF INSURANCE DIVISION OF WORKERS' COMPENSATION NON — CONSTRUCTION INDUSTRY CERTIFICATE OF EXEMPTION FROM FLORIDA WORKERS' COMPENSATION LAW EFFECTIVE 1210712002 EXPIRATION NIA PERSON TRIECE STEVEN ssNt: 242 -82 -1065 FEIN 592763845 BUSINESS: THE TRIECE COMPANY P 0 BOX 530598 DEBARY FL 32753 w . F 71 r . �l • H E R E NOTE: Pursuant to chapter 440A0(1),(g),2, F.S., a sole proprietor, partner, or officer of an corporation who elects exemption from the Florida Workers' Compensation Law may not recover benefits or compensation under Chapter 440. CUT HERE * Carry bottom portion on the job, keep upper portion for your records. ACORD _ „, CERTIFICATE OF LIABILITY INSURANCE 3 10 UCER (407) 849 -0333 FAX: (407) 425 -5694 George Eidson Agency, Inc. dba Eidson P.O. Box 540209 2807 Edgewater Dr Orlando FL 32854 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE NAIC # INSURED The Triece Company P O BOX 530598 Debary FL 32753 -0598 INSURER A. Travelers Property 25674 INSURERMCNA - Real Estate Agents INSURER C: INSURER D INSURERS OVPRAGFS THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. REG NTE LIMITS SHOWN MAY HALVE BEE 4 REDUCED BY PAID CLAIMS. INSRADDT TYPE OF INSURANCE POLICY NUMBER DAT M DATE °WD n ON LIMITS A GENERAL LIABILITY X MERCIAL GENERAL LIABILITY COM CLAIMS MADE ❑X OCCUR 6801201MS82 4/1/2009 4/1/2010 EACH OCCURRENCE $ 1,000,000 O $ 300,000 MEp one s 5,000 S 1,000,000 GENE AGGREGATE $ 2,000,000 GENT_ AGGREGATE LIMIT APPLIES PER: T POLICY C LOC p f 2,000,000 AUTOMOBILE LIABILITY ANY AUTO ALL OYMED AUTOS SCHEDULED AUTOS HIRED AUTOS NON-OWNED AUTOS COMBINED SINGLE LIMIT (Esweldert) _ BODILY INJURY (Per Pam) $ BODILY INJURY T- acddeM $ PROPERTY DAMAGE (Par accaen9 9 GARAGELIABILITY ANYAUTO AUTO ONLY. EA ACCIDENT $ OTHERTHAN EA ACC f UTOORL'T " - -- f EXCESSIUMBRELLA LIABILITY OCCUR CLAIMS MADE DEDUCTIBLE RETENTION S EACH OCCURRENCE $ AGGREGATE $ f _ I— WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNERIEXECUTIVE OFFICERAAEMBER EXCLUDED? K yes. desalt under blow TAT OT E.L. EACH ACCIDENT S E.L DISEASE- EA EMPLOYEEI S E.LDIS - Poucy umrr I S B OTHER Errors 6 Omissions PXP27611898308 6/1/2008 6/1/2009 $ual /$l tsu Deductihla $5,000 DESCRIPTION OF OPERATIONS /LOCATIONSIMICLES7EXCLUSIONS ADDED BY ENDORSEMENTISPECWL PROVISIONS (407)971 -5822 ssheikh @cityofoviedo.net City of Oviedo, Florida Attn: Susan Sheikh / Contract Manager 650 S Central Blvd. Oviedo, FL 32765 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 10 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE AUTHORIZEDREPRESENTATNE Carroll Frazier /CMP ACORD 25 (2001/08) PUPCreated with pdfFactory Pro trial version www.adffactory.com a ACORD CORPORATION 1988 IMPORTANT If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). DISCLAIMER The Certificate of Insurance on the reverse side of this form does not constitute a contract between the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. ACORD 25 (2001108) INS025 (=8).wa Page 2 of 2 PDF created with pdfFactory Pro trial version www.i)dffactory.com THE TRIECE COMPANY Real Estate Acquisition February 5, 2009 To: Barbara Taylor Purchasing Coordinator City of Oviedo 400 Alexandria Boulevard, First Floor Oviedo, Florida 32765 RE: Request for Qualifications for Professional Real Estate Services RFQ# 09-01 ACCEPTANCE OF ADDENDUM NO. 1 Dear Ms. Taylor: I have been advised through Onvia Demandstar of the issuance of Addendum No. 1 by the City of Oviedo in response to questions posed by interested responders. The conditions, statements and information contained therein are acceptable. Please update my RFO response package previously delivered to your attention with this acknowledgment. Thank you for your assistance in this matter. Respectfully, The Triece C pa Steven Triece, President Licensed Real Estate Broker Aft: Copy of Addendum No. 1 P.O. Box 530598 • DeBary, Florida 32753 -0598 • Telephone / Fax: (386) 668 -2553 E -mail: striece @bellsouth.net ADDENDUM NO. 1 CITY OF OVIEDO RFQ for Real Estate Services TO: Prospective Bidders and Others Concerned: This Addendum is in response to questions from interested bidders and forms a part of the Contract Documents. Acknowledge receipt of this Addendum on the outside of the Proposal envelope. . 1. Could you identify the projects that will be assigned to the consultant/consultants under this contract and the approximate number of parcels to be acquired? On an as needed basis during the contract. There is no definite amount of parcels at this time. 2. Will any of the projects involve FDOT participation and following FDOT acquisition procedures? Yes, this will apply depending on the funding source of the project. 3. Will the consultant be tasked with subcontracting the appraisal and title services? No. In most cases, the City will arrange for needed appraisals. END OF ADDENDUM NUMBER 1 �cc U THE TRIECE COMPANY Real Estate Acquisition January 26, 2009 To: Barbara Taylor Purchasing Coordinator City of Oviedo 400 Alexandria Boulevard, First Floor Oviedo, Florida 32765 RE: Request for Qualifications for Professional Real Estate Services RFQ# 09-01 Dear Ms. Taylor: Thank you for the opportunity to present this proposal to provide real estate services required by the City of Oviedo, Florida I have provided real estate services to local governments since 1987 Steven Triece is the President of The Triece Company and is authorized to conduct business for the company. Contact information for The Triece Company is: 150 S. Charles Richard Beall Blvd., Suite # 4 PO Box 530598 DeBary, Florida 32753 -0598 Office Telephone and Fax: (386) 668 -2553 Cell: (386) 956 -2020 E -mail : striece @bellsouth.net I understand that the City of Oviedo desires to contract with a qualified and experienced real estate broker to provide real estate services necessary for the acquisition of property required for City projects. The real estate broker will provide real property acquisition or disposition seances as requested by the City. All contacts with City staff, City Commissioners and property ownerslagents shall be conducted in a courteous professional mariner and on a timely basis. All of the terms and conditions of the RFQ are understood and acknowledged by the Proposer. I look forward to the opportunity to serve. Respectfully, Tpe Triece Company Seven riece, President Licensed Real Estate Broker P.O. Box 530598 - DeBary, Florida 32753 -0598 - Telephone / Fax: (386) 668 -2553 E -mail: striece @bellsouth.net January 26, 2009 To: Barbara Taylor Purchasing Coordinator City of Oviedo 400 Alexandria Boulevard, First Floor Oviedo, Florida 32765 RE: Request for Qualifications for Professional Real Estate Services RFQ# 09-01 Dear Ms. Taylor: Thank you for the opportunity to present this proposal to provide real estate services required by the City of Oviedo, Florida. I have provided real estate services to local governments since 1987. Steven Triece is the President of The Tdece Company and is authorized to conduct business for the company. Contact information for The Triece Company is: 150 S. Charles Richard Beall Blvd., Suite # 4 PO Box 530598 DeBary, Florida 32753 -0598 Office Telephone and Fax: (386 ) 668 -2553 Cell: (386 ) 956 -2020 E-mail: striece@bellsouth.net I understand that the City of Oviedo desires to contract with a qualified and experienced real estate broker to provide real estate services necessary for the acquisition of property required for City projects. The real estate broker will provide real property acquisition or disposition services as requested by the City. All contacts with City staff, City Commissioners and property ownerstagents shat be conducted in a courteous professional manner and on a timely basis. All of the terms and conditions of the RFQ are understood and acknowledged by the Proposer. I look forward to the opportunity to serve. Respectfully, The Triece Company Steven Triece, President Licensed Real Estate Broker CORPORATE INFORMATION: Type of Business: The Triece Company is a sub chapter S Corporation (small business) organized and incorporated in the State of Florida in 1987. Corporation records are current and active with the State of Florida (see addenda for copy of print out). FEIN: Federal Employer Indentification Number # 59- 2763845 Principal: Steven M. Triece, President of The Triece Company and Licensed Real Estate Broker in the State of Florida will serve as the principal person for all work. Corporate Information: The Triece Company is properly registered with the Florida Real Estate Commission as a licensed real estate brokerage and currentlactive with the Secretary of State, Division of Corporations. License Sanctions: None. QUALIFICATIONS / EXPERIENCE: The Triece Company and Steven Triece, a licensed real estate broker/brokerage, have provided real estate acquisition services since 1987 to governmental and corporate entities acquiring property in order to constrwOmprove roads, utilities, buildings, airports, trails, schools, colleges, celluar facilities, conservation land and community redevelopment areas. Education: Master of Business Administration- Stetson University, Deland, Florida Bachelor of Business Administration - Stetson University, Del-and, Florida Other Experience: Prior employment with the Florida Department of Transportation as a right of way specialist and appraiser, and for Seminole County as their property acquisition coordinator, as well as assisting Lee County in establishing County Lands office. Site development experience in resort hotel and family entertainment pprroopp . Real estate lending and foreclosure management/sale with Security First FedE�Savings and Loan. License and Associations: Licensed Real Estate Broker -State of Florida Member of the Florida Association of Realtors Member of the Central Florida Commercial Association of Realtors Office Location: 2nd Floor of the Bank of America Building in DeBary, Florida. List of Real Estate Projects (Past 5 Years) Martin Landfill Anderson Properties -Evans Street Public Works Complex SR 434/SR426 City/County/FDOT Intedocal Road Project Easements for Utilities i • • 1i Chapman Road -SR 426 to SR 434 Acquisition of twenty parcels for road improvement Start in August 2008, in process Cross Seminole Trail -Phase 3 Acquisition of six easements for new pedestrian trail Start in 2006, Completed in 2007 Seminole Wekiva Trail SR 434 Pedestrian Underpass Acquisition of easement through FDOT LAP for trail improvement Start in 2005, Acquisition still in process Bunnell Road and Eden Park Drive Road Improvement Project Acquisition of fee /easements involving 46 properties for new road/sidewalks Start in 2004, Completed in 2005 M W �_ • • Consult on saWdisposal of Old Post Office Building December 2008 City Police and Fire Complex Study and acquisition of properties for new administrative center Start in 2006, Completed in 2007 Acquisition of 4 properties for improvement of St. Johns Parkway Start in 2002, Completed in 2003 • - '1 Real Estate Broker for the Community Redevelopment Agency 2002 through 2009 Purchase of site for new Fire Station on Seminola Blvd in 2002 Purchase of Hunterstield Water Plant for City in 2003 Purchase of lots for water retention required for North Winter Park Drive project in 2004 Summerset Wall easements acquired for new privacy wall constructed by City along Red Bug Lake Road in 2004 Acquisition of property required for the new extension of North Winter Park Dr. Start in 2004, Completed in 2005 Purchase of Wilshire property for Fire Station in 2005 Real Estate Broker for the SR 100 Community Redevelopment Project acquiring 30 properties for City redevelopment project in Town Center area Start in 2006, Complete in 2008 Real Estate Broker for the Oki Kings Road Project- SR 100 north to Palm Coast Parkway responsible for planning, coordination and acquisition of property dedicated for project by property owners Start in 2007, Complete in 2008 Palm Coast Parkway and Old Kings Hwy- McDonalds Store Start in 2005, Complete 2006 Cypress Point Parkway Project- 5 parcels for improvement of road acquired by donation from property owners. Start in 2005, Completed in 2005 City of Lake Mary City of Deland City of Lake Helen City of Apopka City of Maitland School Board of Seminole County Volusia County Schools Seminole Community College St. Johns River Water Management District Lee County Osceola County BellSouth Mobility Florida Power and Light Company Pulte Homes Corporation Catholic Diocese of Orlando AutoNation APPROACH TO WORK AND PERFORMANCE My firm will provide the real estate services to acquire or dispose of property identified by the City of Oviedo as necessary for projects and services. My firm will be primarily responsible for contacting property owners and negotiating the purchase of property. Assistance with title searches, appraisals, consultations with staff, property owners, and other consultants will be provided as requested. Steven Tdeoe will provide real estate acquisition, disposition and leasing services. Cost savings have been achieved in projects by working together with City staff and other consultants to resolve issues related to property owner concerns, improve design, and reduce construction costs. Coordination and communication with City staff, quakily review, and the ability to handle the project work load is evidenced by past performance in local projects such as the; City of Casselberry Community Redevelopment Area, City of Palm Coast Town Center Redevelopment Area, St. Johns Parkway for the City of Sanford, Bunnell Road ,Eden Park Drive and the SR 434 FDOT LAP project for the pedestrian underpass at SR 434 and Markham Woods Road in Seminole County. Benefits that my firm offer will offer to the City of Oviedo are: *Reputation *Local knowledge as resident and business owner *Prompt response and service *Broad experience in govemmental real estate acquisition *Track record of successful project completion *Conmkment to saving cost McCollocb Road Paving A Improvement Hi -Oaks Meat Purchase for Seminole County lateral Lands (Lockwood/McCulloch Road) Seminole Community College Oviedo Campos (160 + acres) - Lockwood Road Econlochhatchee River parcels for Smhwle County Natural Lauds (Lee site) Red Bug Lake Road Phase 1l- Tuskawila Read to East of SR 417 (6reenway) Seminole County Environments! Services Utilities Interconned Project Evans Elementary School Chiles Middle School Haggerty High School Cross Sesiuole Trail Joint 6reeuways and Seminole County 13 mile trail project (oviedo to Wider Springs -CSII abandoned railroad bed) Jena Point Traitbead -Joint Seminole County Natural Lands /Fbrida Dept of Community Affairs Lake Jessup Parcels fur Seminole County Natural Lands Program Black Hammock Properties for Sumino% County /St. Johns River water Mgt District Conservation References: Mark Gisclar City of Casselberry Telephone: 407- 262 -7725, ext. 1234 Sherman Yehl City of Sanford Telephone: 407-330-5604 Jim Landon City of Palm Coast Telephone: 386-986-3702 John Litton City of Lake Mary Telephone: 407 -585 -1419 Scott Stegall Seminole County Public Schools Telephone: 407- 320-0129 Carol Hunter Seminole County Environmental Services Department Telephone: 407 -665 -2021 Lonnie Groot Stenstrom, McIntosh, Colbert, Whigham, & Partlow, PA Telephone: 407- 322 -2171 Barbara Lipscomb City of Casselber y Telephone: 407- 262 -7700, ext 1100 ATTACHMENTS Brochure Brokerage Relationship Disclosure - Single Agent Notice Statement of Insurance Non - Collusion of Bidder Disputes Disclosure Form Drug -Free Workplace Certification Form Certificate of Exemption From Florida Workers' Compensation Law Accord Certificate of Liability Insurance Certificate of Completion 2008 Quadrennial realtor Ethics Training Course HUD Fair Housing Statement Licenses � F V SINGLE AGENT NOTICE FLORIDA LAW REQUIRES THAT REAL ESTATE LICENSEES OPERATING AS SINGLE AGENTS DISCLOSE TO BUYERS AND . SELLERS THEIR DUTIES. As a single agent, 7 % -/ e- ! R.i e-u_ 0 — v!!IeG4yz and its associates owe to you the following duties: 1. Dealing honestly and fairly; 2. Loyalty; 3. Confidentiality; 4. Obedience; 5. Full disclosure; 6. Accounting for all funds; 7. Skill, care, and diligence in the transaction; 8. Presenting all offers and counteroffers in a timely manner, unless a party has previously directed the licensee otherwise in writing; and 9. Disclosing all known facts that materially affect the value of residential real property and are not readily observable. Date Signature Copy returned to Customer on the �'6A day of Jan - , n0 by: X personal delivery 0 mail Q E -mail U facsimile. This form is available for use by the entire real estate industry and is not intended to identify the user as a REALTOR. REALTOR is a registered collective membership mark which may be used only by real estate licensees who are members of the National Association of REALTORS and who subscribe to its Code of Ethics. The copyright laws of the United States (17 U.S. Code) forbid the unauthorized reproduction of blank forms by any means including facsimile or computerized forms. BRD -6sa Rev. 7/06 ® 2006 Florida Association of REALTORs• All Rights Reserved STATEMENT OF INSURANCE COMPLIANCE The undersigned agrees to obtain prior to award, if selected, Professional Liability, General Liability, Automobile Liability, and Worker's Compensation coverages in accordance with the requirements as set forth in the Invitation for Proposal, Invitation to Bid, or Invitation for Qualifications, or draft agreement, attached hereto. Policies other than State Issued Worker's Compensation shall be issued only by companies authorized by maintaining certificates of authority issued to the companies by the Department of Insurance of the State of Florida to conduct business in the State of Florida and which maintain a Rating of "A" or better and a Financial Size category of "VII" or better according to the A.M. Best Company. Policies for Worker's Compensation may be issued by companies authorized as a group self-insurer by F.S. 440.57, Florida Statutes. —r PROPOSER/BIDDER AUTHORIZED SI ATURE p ges-,de-M4 OFFICER TITLE DAT THIS FORM MUST BE COMPLETED AND RETURNED WITH YOUR PROPOSAL. END OF SECTION Request For Qualifications for iderviceso NON - COLLUSION AFFIDAVIT OF BIDDER STATE OF lvr,�� COUNTY OF V S i Lr 7r 1 K; 2a- , being duly sworn, deposes and says that: 1. He /She is CY'� r�n of ��C� - �n' the bidder Title Company Name that has submitted the attached bid or Request for Qualifications; 2. He/She is fully informed respecting the preparation and contents of the attached bid and of all pertinent circumstances respecting such bid: 3. Such Bid is genuine and is not a collusive or sham bid; 4. Neither the said bidder nor any of its officers, partners, owners, agents, representative, employees, or parties in interest, including this affiant, has in any way colluded, connived, or agreed, directly or indirectly, with any other bidder, firm or person to submit a collusive or sham bid in connection with such Contract, or has in any manner, directly or indirectly, sought by agreement or collusion or communication or conference with any other bidder, firm, or person to fix the price or prices in the attached bid or any other bidder or to fix any overhead, profit or cost element of the bid price or the bid price of any other bidder, or to secure through any collusion, connivance, or unlawful agreement any advantage against the City of Oviedo, Florida or any person interested in the proposed Contract; and The price or prices quoted in the attached bid are fair and proper and are not tainted by any collusion, conspiracy, connivance, or unlawful agreement on the part of the bidder or any of its agents, representatives, owners, employ , or parties in interest, including this affiant. f SIGNED f f TITLE (&; G4,4 ,S UBSCRIBED AND SWORN TO BEFORE ME THIS 24A DAYOF 2009. Notary Pub k, , State of lq6iida My Commission Expires:A THIS FORM MUST BE COMPLETED AND RETURNED WITH YOUR PROPOSAL. END OF SECTION Request For Qualifications for «Services» M #� A 0 w okMU1 DISPUTES DISCLOSURE FORM Answer the following questions by placing an "X" after "YES" or "NO". If you answer "YES", please explain in the space provided, or via attachment. Has your firmr or any of its officers, received a reprimand of any nature or been suspended by the Department of Professional Regulation or any other regulatory agency or professional association within the l e ast five (5) years? YES NO Has your firm, or any member of your firm, been declared in default, terminated or removed from a contract or job related to the services your firm provides in the regular course of business within the last five (5) years? YES NO X. Has your firm had against it or filed any requests for equitable adjustment, contract claims, bid protests, or litigation in the past five (5) years that is related to the services your firm provides in the regular course of business? YES NO If yes, state the nature of the request for equitable adjustment, contract claim, litigation or protest, and state a brief description of the case, the outcome or status of the suit and the monetary amounts or extended contract time involved. I hereby certify that all statements made are true and agree and understand that any misstatement or misrepresentation or falsification of facts shall be cause for forfeiture of rights for further consideration of this Request for Qualifications, # 09 -01, Professional Real Estate Services. ZOO Finn V Date kuthorized Signature and Title Printed or Typed Name and Title THIS FORM MUST BE COMPLETED AND RETURNED WITH YOUR PROPOSAL END OF SECTION Request For Qualifications for «Services» DRUG-FREE WORKPLACE CERTIFICATION FORM IDENTICAL TIE BIDS -In accordance with Florida State Statutes Section 287.087, preference - shall -be given to businesses with drug -free workplace programs. Whenever two or more bids which are equal with respect to price, quality, and service are received by the State or by any political subdivision for the procurement of commodities or contractual services, a bid received from a business that certifies that it has implemented a drug -free workplace program shall be given preference in the award process. Established procedures for processing tie bids will be followed if none of the tied vendors have a drug -free workplace program. In order to have a drug -free workplace program, a business shall: 1. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. 2. Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug -free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3. Give each employee engaged in providing the commodities or contractual services under the bid a copy of the statement specified in subsection 1 above. 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 bid, 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 to whom is so convicted. 6. Make a good faith effort to continue to maintain a drug -free workplace through implementation of this entire section. As the person authorized to sign this statement, I certify that this firm complies fully with the abyye requirements. Signature Print Name and Title s, Date: � le /_ THIS FORM MUST BE COMPLETED AND RETURNED WITH YOUR PROPOSAL - END OF SECTION Request For Qualifications for «Services» 10 12 -11 -2002 STATE OF FLORIDA DEPARTMENT OF INSURANCE DIVISION OF WORKERS' COMPENSATION CERTIFICATE OF EXEMPTION FROM FLORIDA WORKERS' COMPENSATION LAW NON - CONSTRUCTION INDUSTRY EXEMPTION This cer -tifies that the individual listed below has elected to be exempt from Florida Workers' Compensation Law. EFFECTIVE 12/07/2002 EXPIRATION DATE N/A PERSON TRIECE STEVEN M SSN 242 -82 -1065 FEIN 592763845 BUSINESS THE TRIECE COMPANY P 0 BOX 530598 DEBARY FL 32753 NOTE: Pursuant to Chapter 440 . 10(1) , (g) , 2 , F. S . , a sole. pro rietor , partner, or an officer of a corporation who elects exemption from the Florida Workers' " ompensation Law may not recover benefits or compensation under Chapter 440. PLEASE CUT OUT THE CARD BELOW AND RETAIN FOR FUTURE REFERENCE STATE OF FLORIDA DEPARTMENT OF INSURANCE DIVISION OF WORKERS' COMPENSATION NON - CONSTRUCTION INDUSTRY CERTIFICATE OF EXEMPTION FROM FLORIDA WORKERS' COMPENSATION LAW EFFECTIVE 1110711001 EXPIRATION: NIA PERSON: TRIECE STEVEN SSR 141 -82 -1065 FEIN: 592763845 BUSINESS: THE TRIECE COMPANY P 0 BOX 530598 DEBARY FL 32753 oil H E R E NOTE: Pursuant to chapter 440.10111,(g1,2, F.S., a sole proprietor, partner, or officer of an corporation who elects exemption from the Florida Workers' Compensation Law may not recover benefits or compensation under Chapter 440. CUT HERE * Carry bottom portion on the job, keep upper portion for your records. M ACORD CERTIFICATE OF LIABILITY INSURANCE si2oi2'�" o S PRODUCER (407)849-0333 z139, Faz ( 407) 425 -5694 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION George Eidson en ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE q Agency, Inc. dba Eidson HOLDER, THIS CERTIFICATE DOES NOT AMEND, EXTEND OR P.O. Boz 540209 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. 2807 Edgewater Drive Orlando " " "'° FL 328540209 INSURERS AFFO DING COVERAGE NAIC 8 NBA° iNsuRER A: Travelers Indemnity of The Triece Company LN"ERB: - Real Estate Agents P 0 BOY 530598 INSURER INSURER D: Debary FL 327530598 INSURER THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POUCY PERIOD INDICATED, NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDMON OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES MSR O'L' Im mm TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE POLICY EXPUTATLON DATE 001111DOfM DATE LIMITS GENERAL LIIABILITY 680120LK582 04/01/2008 04/01/2005 EACH O CC U RREN C E S 1,000,000 COMMERCIAL GENERAL LIABILITY P MAG Tb RENIED S 300,000 A 3 CLAIMS MADE ® OCCUR S 5,000 X 1,000,000 GENERAL AGGMATE S 2,000,000 GENL AGGREGATE UMIT APPLIES PER: S 2 CY mm LOC AUTOMOBILE UULBIUrY COMBINED SINGLE LIMIT ANY AUTO (Es mod) S BODILY RUURY ALL OWNED AUTOS SCHEDULED AUTOS (Per D"W) S BODILY INJURY S HIRED AUTOS NON-OWNED AUTOS (Per acddard) PROPERTY DAMAGE S (Per acmdaa) GARAGE LIABILITY AUTO ONLY - EA ACCIDENT S OTHER THAN s ANY AUTO S AUTO ONLY: EXCESSIUMBREL LA LIABILITY S AGGREGATE S OCCUR a CLAIMS MADE S S DEDUCTIBLE R ETENTION WORKERS COMPENSATION AND WC STATU- OTH- ER EMPLOYERS! UABIJTY E - EACH ACCIDENT S ANY PROPRIETOR/PARTNEMEYECUTNE OFFICER/MEMBER EJ(CLUDEDT IT y4K delacnbe undo EL DISEASE - EA EMPLOYE E.L. DISEASE - POLICY LIMIT Is jPECIAL PROVIMNS Delaw B OTHER Errors A Omissions RUP27611999307 06/01/2007 06/01/2008 1,000,000 /1,000,000 $5000 dad DEBCRIPTON OF OPERATIONSI LOCATIONSNENLCLE,7/EACLUIIONa ADDED BY DUCAL PROVISIONS Certificate holder is listed as additional insured as respects general liability coverage. Seminole County Government Attn: Ms. Betsy Cohen, Procurement Super Seminole County Services Bldg 3rd Floor- 1101 East First St Sanford, FL 32771 I ACORD 25 (2001 108) IMQ"4 ,,..nom, .-. SHOULD ANY OF THE ABOVE 069CROM POLICIES W CANCELLED I ED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING NBURER WILL ENDEAVOR TO MAIL 10 DAYS WLCrTEH NOTICE TO THE cmtnFICATE HOLDER HAYED To THE LEFT. BUT FAILURE TO DO SD SHALL BIPOSE NO OBLIGATION OR UABILITY OF ANY HIND UPON THE I AUTHOR® REPRESENYAIWE Carroll Frazier /CMP �ie . r -«i.. a ACORD CORPORATION 1988 z0 a O� n y ° z ^ 0 M m a 0 z to - r zc a c � o; a z 0 m a 0 X r c �D J 0 .��M0P C•Z> �a�b� CD CD 0 C °z® IWO 0 r c 0 o � o .� cn C .CD"� n CAD 0 ( D ,�•z a� ao•� 6 CD o =. ®o 0 2 > , O C, c p'n CL� d C ZC y ar ° a ?� C�r� CD C C) > o � y o R:O,Zrn = o CD O on o m C y rte. M! o'C)m M C cn g C CD _ to a y o CD o 3 f° 0 CD o✓ � � y O 00 Z A tom. Qt �r � � OO E qual Housing Opp A �: U DFpAR i11AENT OF NgUSING AHD URBAN DEVELOPMENT NATS CA S � REALTOR* F ederal Fair Housing La i Co de for Equal Opportun We Do Bamaest; In A ®repo— With dw Fair Haan" Act (The Fair Housing Amendrnrnn Act d.,. It is Blegal to Discriminate Against Any Person Because of Rue. Color. Religion. Sex, Handicap, FamtTial Straus, or National Origin FORM NW4 s.bcdbes 10 the Policy that eglol OPIRRW itY in the acquiunion d hooting can beat be ataarrphshd rhrouO lcadersh'A e:aoryle. education. and the maual coopenrwn d the rW eiRM IrrdWly and the public. In the apry Of IAh erhdcavor. this bond p ada nts the fdbaillg proreian din Csde for Equal Opponuoiy to.hidt each member a obfiytd to adhere: I. In the sale. purdur. exchange, rRWUL or lea -d teat propem. REALTORS• and their REALTOR- ASSOCIATE•s love the rsspwnibiGn to offerequal xrvioe a all dienn and pmQma wHhmu regard 10 ram, color. mbgicn, sea. handicap familial sorts or ratio" —gin. This enmmpaves A. Srandiry ready m rnmr brtrkerdient - IadorMipa or to allow property equally to member d all rariat reliyrnu or ethnic grwpa B. Reeivins all formal wr.lea otfen and mnnmunicatmg them to the uwncr. C Eu mg tM4 bea eMau io co dude all tramact m D. Mamtainhhg equal oppommity empbrnentpm.a '— Members an ividualir and codccumW, in pedorming that agency fanloa have no ntht or repmnibility to vdunteer idornatuun regarding the Mal. religiaat or ethnic oampos.ion of any neighborhod or any pan sherd. 3. Member shall na enprge in am arrov.y which has the pure— of inducing pan. aging I. Member had not print, dnplay, or dt adare any wremrnt or advenaweneru wish respect m tae ask or rcnW da dwelling the mdiams any pnefenmm. limiratasm. or di--.— bud on nae. color. religion. -.e hwWk p, lamihaf wttn a national —P. 3. Member wh. —late the sprit or any provmen d that Cook for Equal Oppnuniny hall be subject to d'odplinary aaior 77rare wftfd dry have harm dhrr. — daW— roman an, rmmgenanr nfaro r #sre e,,he Rrra.d.,f Ad¢ M 1WN ATONAL ASST X 7A'[UoW of REAL L rI IRS ". nrr! • In the sale or renal d horning or • In the provoion of real estate brokerage • 1 rtealentud loos , 'j . i • In advcrteing the ak or renal d horsing • In the nppr-W of having - • In the finuking d housing . Blodtbau coal is also igeryf t 'Anyone who feels he or she has been dicimmaad agaimt nav rite a osrnplainl of hawing dismaunw n -th the: US Depatvass of Hotraq ad Urban De.ewla— . .. A maom Senaasey for Fai Hort tt d Eq..l Oyer .." W.ra.Vg D.G •AMtO !tadsrail HUD Hoene Y I'll I NO-504M (TDO) FORM NW4 s.bcdbes 10 the Policy that eglol OPIRRW itY in the acquiunion d hooting can beat be ataarrphshd rhrouO lcadersh'A e:aoryle. education. and the maual coopenrwn d the rW eiRM IrrdWly and the public. In the apry Of IAh erhdcavor. this bond p ada nts the fdbaillg proreian din Csde for Equal Opponuoiy to.hidt each member a obfiytd to adhere: I. In the sale. purdur. exchange, rRWUL or lea -d teat propem. REALTORS• and their REALTOR- ASSOCIATE•s love the rsspwnibiGn to offerequal xrvioe a all dienn and pmQma wHhmu regard 10 ram, color. mbgicn, sea. handicap familial sorts or ratio" —gin. This enmmpaves A. Srandiry ready m rnmr brtrkerdient - IadorMipa or to allow property equally to member d all rariat reliyrnu or ethnic grwpa B. Reeivins all formal wr.lea otfen and mnnmunicatmg them to the uwncr. C Eu mg tM4 bea eMau io co dude all tramact m D. Mamtainhhg equal oppommity empbrnentpm.a '— Members an ividualir and codccumW, in pedorming that agency fanloa have no ntht or repmnibility to vdunteer idornatuun regarding the Mal. religiaat or ethnic oampos.ion of any neighborhod or any pan sherd. 3. Member shall na enprge in am arrov.y which has the pure— of inducing pan. aging I. Member had not print, dnplay, or dt adare any wremrnt or advenaweneru wish respect m tae ask or rcnW da dwelling the mdiams any pnefenmm. limiratasm. or di--.— bud on nae. color. religion. -.e hwWk p, lamihaf wttn a national —P. 3. Member wh. —late the sprit or any provmen d that Cook for Equal Oppnuniny hall be subject to d'odplinary aaior 77rare wftfd dry have harm dhrr. — daW— roman an, rmmgenanr nfaro r #sre e,,he Rrra.d.,f Ad¢ M 1WN ATONAL ASST X 7A'[UoW of REAL L rI IRS ". nrr! i= 1 'l fi Y Z'R IECE , EVEl 1� Mmmt: �� -i, - SUITE 4 „ BA2- Q} AME&TC: -DE=-BARY - - - F1 t ,3 -Ir + w t` Y ,I GQVE A . �� ':1.Z•F!Y� �.'f�.Tf'1ALlF;' �..{ ._ u � T?J r+ CC ' r• 1 Jft 'Tl;T`;ft•pt`1••- a..gl?f +':t °'O ll .ruw•: r. l .�•I •11, ;.h�:r. _ Vi�fG�Cffi'Y VaV•�1OI"V "D•L ll ,r ��:i,.. '�1X� ='`tl_ T�?`rl. •Y�4 .._ Y[ y ': AC;f< J �• STATE O_F FLORIDA. LOCATION - DEPARTMENT OF- BUSINESS -AND PROF'ESS20NAL REGULATION: CHM.CM. •D ?O jw. �t -.-rr _- SEQ# Z0- 7070201891 - ty�t i. µ d •r l . TOO T212.0 3 +"+ ity to perform the service in which he is licensed. :07 07OQ0:0.915: _ C 2'48599? = ~ _;r: - ,The,- CORPORATZON AC;f< J �• STATE O_F FLORIDA. LOCATION - DEPARTMENT OF- BUSINESS -AND PROF'ESS20NAL REGULATION: CHM.CM. •D ?O jw. �t -.-rr _- SEQ# Z0- 7070201891 - ACCOUNT NUMBER TOO T212.0 DICENSE NBR AC;f< - STATE O_F FLORIDA. LOCATION - DEPARTMENT OF- BUSINESS -AND PROF'ESS20NAL REGULATION: - - - - _ DMV=ON OR l REAL. -. ESTATE =_ _- SEQ# Z0- 7070201891 petency card and is not meant to be a certification of the holders abil. ACCOUNT NUMBER TOO T212.0 DICENSE NBR ity to perform the service in which he is licensed. :07 07OQ0:0.915: _ C 2'48599? = ~ _;r: - ,The,- CORPORATZON Named below- HAS" REGISTERED TTnder``the•_'p = ax. 'sions of. Chapt 4Z5 ES'.�`� o a xpiration date: SEP 30, 2009; • i engage in the business, profession or occupation at address cow of Law stated for period ending on the 30th day of September, - , • • :.. 3 C. THE' : TRIECE:_ COMPANY. - The Issuance of this business tax receipt does not con e a 15 0 • V. S HWT'- L7-92 NCNB. BK- HLDG DEBART FL 32713 - 0584,-"' - CHARLIE "GRIST': ordinances. HOLLY BENSON = - GOVERNOR Z DIS PLAY JAS- REQUIRED LAW SECRETARY - = -- PROPERTYTAX RETURN PRIORTO APRIL 1ST EZZEAR. STATE OF FLORIDA VOLUSIA COUNTY BUSINESS TAX RECEIPT W H �Y - TO: W� !� i ix° IJ STATE NUMBERS. COUNTY NUMBERS I A-A [ CTTY NUMBER DUE SEPT. 1st. � LOCATION This receipt represents a business tax only. It is not a com- W - j 11 petency card and is not meant to be a certification of the holders abil. ACCOUNT NUMBER ity to perform the service in which he is licensed. The individual or firm named below is hereby authorized to o a secnoN engage in the business, profession or occupation at address cow of Law stated for period ending on the 30th day of September, - , • • :.. 3 C. 3 + i p A C;: 5 5 i; i ,t L The Issuance of this business tax receipt does not con e a - = o .) : permit to act in violation of any county codes, regulations, or =' W = U1 • * 1 J ; a L ? : 1 i * x :; . D ' ordinances. W H �Y - TO: W� !� i ix° IJ STATE NUMBERS. COUNTY NUMBERS I A-A [ CTTY NUMBER Request Bid Package - Onvia Demand5tar User: Triece, Steven Organization: �.� ONVIA RC-Af NCSTAR [ View Bids) View Orders View Responses Request Bid Package Agency Name City of Oviedo - Purchasing Division Bid Name Professional Real Estate Services Bid Status Active Download Electronic Documents Electronically Download the Bid Package for Free. Saving a file to disk: Intemet Explorer. Right -click on the link and choose 'Save Target As...'. Netscape: Click on the link as normal. LIVE EXPERT ELI Z -1 111V21WA .. 1/26/09 2:45 PM Document Title Size (KB) Est. Download Time at 56K Action .�.� I 1 Request for Professional Real Estate Services 44.75 0 Min. 11 Sec. Download als 45 KB 0 Min. 11 Sec. Order By Mail Reproduction Cost $1.10 Handling Cost $0.00 + Shipping Cost (to be selected) ( Mail Order y << Return 1. If you do not have Adobe Acrobat Reader, or Autodesk Express Viewer (for viewing DWF files), please access ` the following FREE downloads. _ Express vkwer . Adbbe race oo"u a 2. After downloading the PDF version of the bid document, you may print unlimited copies for internal use only. External distribution of bid packages is strictly prohibited. Note: If you have any difficulty with this download, please contact Supplier Services at (800) 711 -1712. DemandStar is a product of Onvia, Inc. (c) 1997 -2009. All rights reserved. I Terms of Use I Privacy The Triece Company Logout I Help https: / /www.demandstar.com /supplier /bids /order /bid doc download...% ZFDefault% 2Fasp %3F%5FRF%3D1%26F%3Dsearch &61 = 183509 &BDR =5421740 Page 1 of 1 TABLE OF CONTENTS Description Page No. LEGAL AD .......................................................................................... ............................... .............. REQUEST FOR QUALIFICATIONS # 09- 01 ............................................... ............................... 2 STANDARD INSURANCE REQUIREMENTS ............................................ ............................... 6 STATEMENT OF INSURANCE COMPLIANCE ........................................ ............................... 7 NON - COLLUSION AFFIDAVIT OF BIDDER ............................................ ............................... 8 DISPUTES DISCLOSURE FORM ................................................................. ............................... 9 DRUG -FREE WORKPLACE CERTIFICATION FORM ......................... ...................:........... 10 Request For Qualifications for «Services» PURCHASING DEPARTMENT TRANSMITTAL MEMORANDUM To: City Clerk RE: The Triece Co., Executed Contract The item(s) noted below is /are attached and forwarded to your office for the following action(s): Development Order Final Plat (original mylars) Letter of Credit Maintenance Bond Ordinance Performance Bond Resolution Mayor's signature Recording Rendering Safe keeping (Vault) Once completed, please: ❑ Return original ❑ Return copy ® Original Contract Special Instructions: For safe keeping Payment Bond City Manager Signature City Clerk Signature Please advise if you have any questions regarding the above. Thank you! From Date TADept_ forms \City Clerk Transmittal Memo - 2009.doc a. -1s N DocumENT APPROVAL Contract/Agreement Name: Approval: J�.)ec e Department Director L4-0� A -r.- L,-,.8 s �Lw Financ Director X ityttorney Date Date l :5 vVl v Date