2-FY 2027 Capital Funding Application - final.docx

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FY 2027 CAPITAL PROJECT FUNDING APPLICATION

Table of Contents Application Overview Questions & Correspondence Public Notice Requirements Submission Instructions Confidential Financial Information Virtual Bid Opening Capital Project Funding Process Eligibility Review Process Funding Availability Multiple District Funding Important Information Public Records Project Commencement Applicant Responsibilities Reimbursement Restrictions Maintenance Requirements Permit Requirements Insurance Requirements Quotes, Procurement & Contract Requirements Projects Requesting $50,000.00 or Less (“Streamlined Process”) Public Facilities Funding Workshop for Applicants Permissible Uses for Capital Project Funds

FY 2027 Capital Funding Application SECTION 1 — District Selection SECTION 2 — Applicant Information SECTION 3 — Designated Project Contact

SECTION 4 — PROJECT LOCATION DETAILS

SECTION 5 — FACILITY OWNERSHIP & TYPE

SECTION 6 — PROJECT SCOPE

SECTION 7 — OWNERSHIP CONDITIONS & COMPLIANCE

SECTION 8 — CODE ENFORCEMENT STATUS

NON-PROFIT OGRANIZATIONS

GOVERNMENTAL ENTITIES

PUBLIC FACILITIES

USE OF STRUCTURE/FACILITY

OWNERSHIP AND OPERATIONAL ELIGIBILITY

Monroe County Tourist Development Council FY 2027 Capital Project Application

TRANSFER OF REAL PROPERTY TO THE COUNTY

ACQUISITION FUNDING REQUESTS

PROTECTION OF PROPERTY

THREATS TO PROPERTY

DEVELOPMENT AND ENVIRONMENTAL CONSIDERATIONS .......................................20/21

PRESENT PHYSICAL CONDITION OF SITE

STATUS OF PROJECT PLANNING

PROJECT CONSULTANT INFORMATION

ARCHITECTURAL OR CONSTRUCTION SERVIES AGREEMENT ....................................23/24

W-9

NEW VENDOR FORM

VENDOR INFORMATION UPDATE REQUEST FORM

INSURANCE CHECKLIST ........................................................................................................ 28-33

ATTACHMENTS AND CERTIFICATIONS

FY 2027 CAPITAL PROJECT (BRICKS & MORTAR) FUNDING APPLICATION

Request for Applications for Capital Projects (Bricks & Mortar)

All applicants must download and use the current application available on the County’s electronic bidding platform:

https://monroecounty-fl.bonfirehub.com OR www.monroecounty-fl.gov/BonfireBids Use of any other version will result in the application being rejected. All instructions must be followed exactly for the application to be accepted.

APPLICATION DEADLINE: Tuesday, June 30, 2026 All applications must be submitted no later than 5:00 p.m. (close of business) on the deadline date.

Questions & Correspondence All inquiries—except for submission of the application—must be directed to:

Monroe County Tourist Development Council Contact: Crystal Blaskis & Maxine Pacini Email: grants@fla-keys.com

Please note: Questions regarding project eligibility submitted fewer than 10 business days before the deadline may not receive a response.

Public Notice Requirements Pursuant to F.S. § 50.0211(3)(a), all competitive solicitation notices are available at: www.floridapublicnotices.com Submission requirements and evaluation criteria may be obtained from the County’s Bonfire platform listed above. Public records are available upon request.

Submission Instructions The Monroe County Purchasing Department only accepts electronic submissions via the Bonfire platform.

Do NOT submit sealed bids by: Email, Mail, Hand-delivery Such submissions WILL NOT be accepted.

All bids must be submitted via Bonfire at: https://monroecounty-fl.bonfirehub.com Submission Deadline: No later than 5:00 p.m. on Tuesday, June 30, 2026.

There is no cost to use the Bonfire platform.

Confidential Financial Information Do not include confidential financial information within your main proposal.

Dedicated upload sections are provided for such documents.

Under Florida’s public records law:

· Proposals become public after an intended decision or 30 days, whichever occurs first, unless all bids are rejected pursuant to F.S. 119.071.

· Any financial information included within your proposal (instead of the confidential upload section) will be publicly viewable.

Virtual Bid Opening The bid opening for this solicitation will be conducted virtually at:

Date: Wednesday, July 1, 2026 Time: 9:00 A.M.

Participants may join via internet or phone using the following:

Join Zoom Meeting:

https://mcbocc.zoom.us/j/4509326156 Meeting ID: 450 932 6156 One-Tap Mobile:

+1 646 518 9805,,4509326156# (New York) / +1 669 900 6833,,4509326156# (San Jose) Dial by Location:

+1 646 518 9805 (New York)

CAPITAL PROJECT FUNDING PROCESS

This funding program supports facilities whose primary purpose is to promote tourism in Monroe County.

The Monroe County Tourist Development Council (TDC) administers the four-cent (4¢) bed tax, which supports tourism marketing and capital improvements. Each year, the TDC releases a Request for Applications (RFA) for Capital Project funding.

Eligibility To qualify, projects must be:

· Owned and operated by a governmental entity or a non-profit organization

· Open to the public

· Used primarily for tourism-related purposes Not eligible:

· Individuals

· For-profit businesses

· Organizations not registered in Florida

· Entities that are neither the owner nor operator of the facility Review Process

· All applications are reviewed by the appropriate District Advisory Committees (DACs).

· DACs make funding recommendations to the Tourist Development Council (TDC).

· If the TDC approves the recommended funding allocation, the administrative office coordinates with the project manager to establish a project agreement.

· The proposed agreement is then presented to the County for final approval.

Funding Availability

· Capital Project funding may reimburse up to 100% of eligible project expenditures.

· Applicants must demonstrate that 100% of project funding is available at the time of application.

· TDC funds may not be used as matching funds.

· Work may not begin until BOCC approval of the agreement.

Applying for Funding in Multiple Districts If a project benefits more than one TDC district, applicants may:

1. Standard Method (most common) Allocate specific portions of the request to multiple DACs:

· Each DAC reviews only the funding requested from its district.

· The majority of funds should be requested from the district where the project is physically located.

· If nearby districts benefit, requests may reflect that tourism impact.

2. Emergency Circumstances (rare) Applicants may request the full project amount from multiple DACs only when:

· Public health or safety is at immediate risk, or

· There is imminent danger of losing public or private property Requirements:

· Applicant must submit documentation demonstrating the emergency.

· If one DAC awards partial funding, remaining DAC requests must be adjusted.

· DAC decisions cannot be revised based on other DACs’ decisions once finalized.

IMPORTANT INFORMATION

Public Records All application materials are public records, except those that are exempt under Florida law.

Prohibition on Lobbying Applicants may not lobby or attempt to influence:

· DAC members

· TDC Board members

· Evaluation or scoring

· Award recommendations

· Negotiations Violation may result in disqualification.

Project Commencement No portion of the funded project may begin prior to approval of the agreement by the BOCC.

Work described in Exhibit A must begin within the same fiscal year funding is awarded.

Example: FY 2027 funding applies to work beginning Oct. 1, 2026 – Sept. 30, 2027. Note: Funding becomes available on October 1, 2026. The start date for all grant-funded activities must occur on or after December 9th, 2026.

Business Registration Applicants must be registered to do business in Florida. Prior to filling out the application, please go to www.sunbiz.org to ensure that your organization is registered.

Print the Sunbiz record and attach as Exhibit A.

Applicant Responsibilities -

· All preparation and submission costs are the applicant’s responsibility.

· A complete, signed application must be submitted on time.

· Once submitted, the application must stand alone; no additional information may be added unless requested.

· All attachments should be noted as such in the top right-hand corner of each sheet.

The application shall be considered complete upon receipt and should stand alone with no other information being provided after-the-fact (other than any additional information that may be requested by the TDC administrative office, or questions from the DAC at the allocation meeting).

Applicants should familiarize themselves with referenced online materials noted in this application. Review the Sample Agreement.

Reimbursement Restrictions

· Work performed before BOCC approval is not eligible.

· Be advised that if your organization is awarded funding, you will be required to enter into an agreement which requires you to maintain accurate and complete documentation of the project. Any substantive project changes require a signed amendment.

Follow the reimbursement procedures in the Sample Reimbursement Packet.

Project Management Requirement If the project does not involve a licensed architect, engineer, or general contractor, the applicant must appoint a qualified project manager.

Tax Exemption The TDC/County is exempt from:

· Federal taxes

· Excise taxes

· State of Florida sales tax

Maintenance Requirements Applicants are responsible for:

· All maintenance and operation of funded facilities

· Insurance coverage for funded improvements

· Proper handling and safekeeping of funded assets Asset disposal must comply with:

· Chapter 274, F.S. (governmental entities)

· Chapter 617, F.S. (non-profit organizations)

Permit Requirements

· Applicants must secure all federal, state, and local permits.

· Award of funds under this application does not indicate any development approval by the County and applicants are required to comply with all County concurrency requirements under land use laws of the County and State.

· Permit reimbursement for non-profits is limited to the physical construction segment.

· Permit reimbursement is allowed only within the final segment of the project, as outlined in the approved agreement.

· Permits obtained before BOCC approval of the funding agreement will not be reimbursed.

Insurance Requirements If requesting $50,000 or more in funding:

· Applicants must complete Exhibit N (pages 28–31 of the application).

· Applicants must submit current insurance certificates meeting all requirements in the funding agreement.

If requesting $50,000 or less in funding - Applicants must maintain general liability insurance with limits of at least $300,000 per occurrence, naming Monroe County BOCC as Additional Insured. Waiver requests may be submitted in writing and are subject to approval by the County Risk Manager.

Please note: The TDC/County does not reimburse any insurance-related costs for the project.

Performance Guarantee By submitting this application, the applicant certifies and warrants that they have the financial capacity to complete the project as described, without requiring additional TDC/County funds.

Applicants must provide written proof that 100% of project funds are available at the time of application. Acceptable documentation includes:

Bank Statements

· A signed letter from a bank certifying that funds are available for the project.

· Documentation of an approved line of credit dedicated to the project.

Additional requirements:

· The applicant may be asked to demonstrate that funds are available to complete all other active TDC-funded projects.

· For amendments to existing agreements, proof of available funds may again be required.

· Governmental applicants must submit a line-item budget for the project and proof that it was adopted by their governing body.

Certification Statement:

By submitting the application, the applicant affirms that neither the organization, its principals, nor any previously owned businesses are or have ever been in default under any Monroe County contract.

Default includes failure to meet contractual obligations resulting in legal action or involvement of a bonding company.

In-Kind Services (Non-Profit Applicants Only) Non-profit organizations not requesting 100% of the project cost may use in-kind contributions to cover up to 50% of their out-of-pocket expenses.

Eligible In-Kind Services

· Donated labor

· Donated materials

· Donated goods or services A detailed schedule of values for each contribution must be provided with the application.

Valuation Requirements

· Donated labor must be valued at the reasonable hourly rate for the task performed.

Example: A licensed architect volunteering to paint may only claim the market rate of a painter, not an architect’s hourly rate.

Limitations The following may NOT be included as in-kind contributions:

· Waived governmental fees

· Any portion contributing toward property acquisition

· Permitting, administrative, overhead, or operational expenses The TDC/County may request valuation adjustments or deny certain in-kind items.

Approved In-kind Contributions:

· Must be listed in the final agreement

· Are not reimbursable

· May only be increased if the applicant receives less funding than requested

QUOTES, PROCUREMENT & CONTRACT REQUIREMENTS

Governmental Entities Governmental applicants must follow all federal, state, and local procurement policies applicable to their agency.

When submitting for reimbursement, applicants must provide:

· A copy or link to the agency’s procurement regulations

· Documentation demonstrating compliance with those regulations for each vendor, contractor, or consultant used

Not-for-Profit Organizations - Required Quotes

Documentation of Efforts When submitting reimbursement requests, applicants must demonstrate diligent effort to obtain the required number of quotes.

Documentation may include:

· Telephone logs

· Copies of emails

· Communication notes

· Correspondence from vendors

If the required number of quotes cannot be obtained:

Notarized Explanation Required

The organization’s President/CEO must submit a notarized statement:

· Explaining why sufficient quotes could not be obtained

· Affirming that all reasonable efforts were made

· Including supporting documentation

Sole-Source Purchases If an item or service is available from only one provider:

1. Applicant must submit a notarized sole-source justification, explaining the uniqueness of the vendor/product.

2. The TDC Administrative Office must review the request.

3. The County must approve the justification in advance.

4. Purchase may only occur after approval.

Failure to obtain prior approval may result in denial of reimbursement.

All documentation must accompany reimbursement requests.

Construction & Contract Compliance Requirements By submitting this application, applicants certify that all contracts relating to the project comply with:

· Chapter 255, Florida Statutes (public construction)

· Chapter 274, Florida Statutes (public property)

· Chapter 287, Florida Statutes (procurement of professional services)

· All other applicable federal, state, and local requirements

Applicants must also provide TDC/County representatives with:

a) Access Access to the project site at any time for:

· Progress inspections

· Verification of materials

· Compliance reviews

b) Documentation Copies of:

· All subcontracts

· All requests for quotes or bids

· All documentation verifying compliance with procurement requirements

· A complete list of subcontractors

c) Records Access Applicants must maintain all project-related records:

· For a minimum of four (4) years after agreement termination

· In accordance with Generally Accepted Accounting Principles (GAAP)

· Even if other agencies require longer retention periods Records must be available to:

· The TDC

· Monroe County

· State and federal auditors

Termination for Default/Convenience:

The TDC/County reserves the right to terminate the agreement if:

· The applicant fails to properly or faithfully perform the project

· Funding availability changes or becomes insufficient If termination occurs:

· The County will provide 30 days’ written notice

· Only allowable costs incurred prior to termination and compliant with the agreement may be reimbursed

Payment Requirements To receive reimbursement:

· Applicants must submit all required documentation to the Monroe County Clerk of the Circuit Court & Comptroller’s Finance Department

· Applicants must use the TDC Application for Payment forms provided in the reimbursement packet

· Required supporting documentation must accompany each request

10% Withhold The County will withhold 10% of every progress payment until:

· The entire project is completed

· The County certifies the project as complete

Design, Engineering & Architectural Costs These costs are not reimbursable unless the project is funded as a Public Facilities project in accordance with the Florida Attorney General Office’s AGO 2021-02 opinion.

If eligible:

· Costs are reimbursed only after completion of the physical construction segment

· Reimbursement for design/engineering must occur in the final segment of the project

· No reimbursable design work may begin before BOCC approval

· Applicants may include preliminary plans for review with the application Acquisition of Property Property acquisition projects are eligible only if all criteria below are met:

Funding Availability: Applicants must demonstrate they have 100% of the purchase price available.

Acceptable documentation includes:

· Bank statements

· Letter from bank certifying available funds

· Documentation of an approved purchase loan

Title Requirements

· Property must have no outstanding liens

· Applicant must hold clear title at closing

· Reimbursement requires proof of clear title in the contracting entity’s name

Use Requirements The property must be used as a tourism facility for at least ten (10) years.

If the property stops meeting this requirement:

· The County may require prorated repayment of TDC funds

Additional Rules

· No down payments or purchases may occur before BOCC approval

· In-kind services cannot be applied toward acquisition

· Reimbursement is issued in a single payment after all agreement requirements are completed

· A Restrictive Covenant will be required to secure TDC/County investment

Acknowledgments Projects receiving TDC funding must display a permanent 12” x 12” public acknowledgment at the project site in a visible and accessible location. In addition, applicants are requested to do a local press release about the project and funding received from theTDC. The cost of this acknowledgement shall not be reimbursable.

Funding Allocations District Advisory Committees (DACs), the TDC, and Monroe County may:

· Reduce funding amounts

· Deny funding requests DACs may not exceed the amount requested by the applicant.

Projects Requesting $50,000.00 or Less (“Streamlined Process”) Applicants requesting $50,000.00 or less may follow the simplified procedure, which eliminates:

· The need for a BOCC-approved contract

· County Engineering Department review

Insurance documentation requirements: Applicants must maintain general liability insurance with limits of at least $300,000 per occurrence, naming Monroe County BOCC as Additional Insured. Waiver requests may be submitted in writing and are subject to approval by the County Risk Manager.

This allows for a faster project start date.

Applicants must:

· Swear or affirm compliance with streamlined requirements

· Receive a Project Summary Sheet and Reimbursement Packet

· Follow simplified reimbursement instructions

Sample documents:

SAMPLE TDC PROJECT SUMMARY SHEET

Public Facilities Funding TDC Capital Funds may support public facilities that increase tourism, consistent with F.S. 125.0104(5)(a)(6).

Key Requirements

· BOCC approval by two-thirds vote

· Independent professional analysis (funded by the TDC) showing positive tourism impact

· TDC may fund up to 70% of total project cost

Public Facilities Flow Chart

Applications must contain two project segments:

Reimbursed only after Study is completed and submitted

If the study is negative:

· Agreement terminates

· Applicant is reimbursed for the study segment only

Approval & Progression After DAC and TDC approval, both segments are included in one agreement submitted to the BOCC.

The BOCC must approve the agreement by two-thirds vote.

If the independent study shows a positive tourism impact, the project may move forward. If the study does not show a positive impact, the remaining agreement terminates, but the applicant will still be reimbursed for the study (subject to caps).

Additional guidance is available in the Public Facilities Flow Chart

Definition of “Public Facilities” - Facilities must have a life expectancy of five (5) years or more, including but not limited to:

Monroe County Tourist Development Council FY 2027 Capital Project Application

-Transportation infrastructure -Sanitary sewer systems -Solid waste facilities -Drainage infrastructure -Potable water systems -Pedestrian facilities

Public Record Notice All information submitted or disclosed during the application process is considered a public record under Florida law.

Total Project Cost Estimates When estimating project costs, applicants must consider:

-Consumer Price Index (CPI) -Current inflation trends -Local construction and material conditions -Supply chain challenges or potential variances -If an engineer, architect, or consultant prepared cost estimates, applicants must ensure these factors were appropriately included.

Download & Submission Requirements All applicants must download the most current version of this application from:

https://monroecounty-fl.bonfirehub.com OR www.monroecounty-fl.gov/BonfireBids

Use of an outdated application will result in automatic rejection.

If additional Rounds of FY 2027 funding are released:

· Applicants must download the updated application.

· Reusing this version for later rounds will result in rejection.

Submission Requirements Applications must be uploaded to the County’s Bonfire platform by the stated deadline and in the format described on the first page.

It is solely the applicant’s responsibility to ensure the application is successfully uploaded before the deadline.

WORKSHOPS FOR APPLICANTS

A workshop will be held via zoom for those applicants that are interested in applying for funding. Attendance is strongly recommended.

TDC Office Host is inviting you to a scheduled Zoom meeting.

Topic: Capital Funding Workshop Time: May 19, 2026 10:00 AM Eastern Time (US and Canada)

Join Zoom Meeting https://zoom.us/j/98521736552?pwd=GZGm0ImPfq8DT19QFsrdqbEwevaKOI.1

Meeting ID: 985 2173 6552 Passcode: 186958 One tap mobile

+13052241968,,98521736552#,,,,*186958# US

+16469313860,,98521736552#,,,,*186958# US

Join instructions https://zoom.us/meetings/98521736552/invitations?signature=nwHUTIsjAmiZHXn9oBVFMJ4Sb2YlwMguGPYybHss5nM

PERMISSIBLE USES FOR CAPITAL PROJECT FUNDS

This funding program is designed for facilities whose primary purpose is to promote tourism in Monroe County. Capital (Bricks & Mortar) funds support the construction, renovation, expansion, and major repair of qualifying facilities that are permanently affixed to a structure or site.

Applicant Eligibility To be eligible for Capital Project funding projects must be owned and operated by a governmental entity, or a non-profit organization and open to the public. Individuals and for-profit businesses are not eligible.

Applicants must provide:

-Proof of property ownership, long-term lease, or service contract; and -Documentation showing the organization has the expertise and financial capability to operate and maintain the facility.

Permissible Uses of TDC Capital Funds Capital project funds may be used within Monroe County for the following purposes, as authorized by F. S. 125.0104:

1. Tourist-Oriented Public Facilities and Venues Funds may be used to acquire, construct, extend, enlarge, remodel, repair, improve, maintain, or operate one or more of the following:

-Convention centers, sports stadiums, arenas, or coliseums -Auditoriums that are:

-Publicly owned and operated, or -Publicly owned and operated by organizations that are exempt from federal taxation pursuant to 26 U.S.C. s. 501(c)(3) -Aquariums or museums that are:

-Publicly owned and operated, or -Owned and operated by non-profit organizations and open to the public -Zoological parks, fishing piers, or nature centers that are publicly owned or non-profit operated and open to the public

These facilities must be located within the county or the sub-county special taxing district where the tourist development tax is collected.

2. Beach, Shoreline, and Waterway Improvements Funds may be used to finance, construct, improve, maintain, or restore coastal and inland water-related facilities, including:

-Beach or beach park facilities -Beach, channel, estuary, or lagoon:

-Improvement, maintenance, re-nourishment, restoration, erosion control, construction of beach groins or shoreline protection structures

-Enhancement, clean-up, or restoration of publicly accessible:

-Inland lakes, rivers, and other water bodies

These activities must relate directly to the physical preservation of the natural resource.

3. Public Facilities Needed to Increase Tourism Funds may also be used to acquire, construct, extend, enlarge, remodel, repair, improve, maintain, operate, or finance public facilities that directly support and increase tourist-related business activity, in accordance with F.S. 125.0104(5)(a)(6).

Such projects must meet specific statutory conditions (outlined in the Public Facilities section of the application).

Statutory Compliance All uses of Tourist Development Tax revenue must comply with F. S. 125.0104, as amended. Projects must clearly demonstrate alignment with the statute and the TDC’s mission of promoting tourism in Monroe County.

CAPITAL PROJECT

FUNDING APPLICATION

Only complete the sections of page 13, 14, or 15 which correspond to your type of application.

Please review project cost requirements on page 9 before completing financial sections.

SECTION 1 — DISTRICT SELECTION

Select the district in which you are requesting funding from:

|_| District I: Key West (Encompasses the city limits of Key West)

|_| District II: Lower Keys (From the city limits of Key West to the west end of the Seven Mile Bridge)

|_| District III: Marathon (From the west end of the Seven Mile Bridge to the Long Key Bridge)

|_| District IV: Islamorada (Between the Long Key Bridge and Mile Marker 90.939)

|_| District V: Key Largo (From Mile Marker 90.940 to the Dade/Monroe County Line, including mainland Monroe County)

SECTION 2 — APPLICANT INFORMATION

Applicant Organization Registered Legal Name (as listed on www.sunbiz.org):

(Attach Sunbiz printout as Exhibit A) Type of Applicant:

|_| Non-Profit Organization |_| Governmental Entity Project Title:

Federal Employer Identification Number (FEIN):

SECTION 3 — DESIGNATED PROJECT CONTACT

Provide the primary point of contact responsible for correspondence, agreement execution, and reimbursement communication.

Name & Title:

Telephone/Mobile Number:

Email Address:

Mailing Address:

Facility Website (if applicable):

SECTION 4 — PROJECT LOCATION DETAILS

Provide the complete physical location of the proposed project.

· Street Address:

· Real Estate Number (RE#):

· Legal Description (lot/block/subdivision):

· Attach a project location map.

SECTION 5 — FACILITY OWNERSHIP & TYPE

Ownership Structure Select one:

|_| Publicly owned and operated |_| Owned and operated by a non-profit organization |_| Publicly owned but operated by a non-profit organization

Facility Classification Select the category that best describes your facility. Eligible facilities must comply with F.S. 125.0104(5)(a)(1)–(6):

|_| Convention Center

|_| Sports Stadium

|_| Sports Arena

|_| Coliseum

|_| Auditorium

|_| Aquarium

|_| Museum

|_| Zoological Park

|_| Nature Center

|_| Fishing Pier

|_| Beach or Beach Park Facility, Channel, Estuary, or Lagoon

|_| Public Facility meeting the conditions of F.S. 125.0104(5)(a)(6)

SECTION 6 — PROJECT SCOPE

Indicate the primary scope of the project:

|_| Acquire

|_| Construct

|_| Extend

|_| Enlarge

|_| Remodel

|_| Repair

|_| Improve

If your project involves a Beach or Beach Park Facility, select all that apply:

|_| Improve

|_| Renourishment

|_| Restoration

|_| Erosion Control

|_| Maintenance

|_| Construct

|_| Repair

SECTION 7 — OWNERSHIP CONDITIONS & COMPLIANCE

If the TDC/County requires a Conservation Easement, Deed Restriction, or Mortgage Note requiring repayment of TDC funds in the event of ownership transfer or change in use, are you willing to execute such documents?

|_| Yes |_| No

SECTION 8 — CODE ENFORCEMENT STATUS

Does your organization or the property associated with this application have any outstanding code violations, fines, costs, or liens?

(Pursuant to Monroe County Code § 2-25(e), applicants with unresolved code enforcement fines are ineligible for funding.)

|_| Yes |_| No

If yes, please explain (100 characters):

Non-Profit Organizations

Payment may be authorized for up to one hundred percent (100%) reimbursement of the total cost of each project segment, subject to the maximum reimbursement amount established in the funding agreement. The applicant must be prepared to pay the full cost of each segment upfront before requesting reimbursement.

For purposes of this application:

· No more than fifty percent (50%) of the organization’s out-of-pocket costs may consist of in-kind services or materials.

· In-kind services are not eligible for reimbursement.

· If TDC funds are awarded at less than 100% of the total project cost, the organization may request approval to allocate additional in-kind contributions after submission of the application; such requests must be formally incorporated into the final agreement.

Projects may be divided into two or three segments. Once a segment is fully completed, the applicant may apply to the TDC for reimbursement of the TDC-funded portion of that segment.

For acquisition of property, refer to the important information on page 9.

Project Funding Summary – Non-Profit Applicants

In-Kind Services and Materials In the space below, list all confirmed in-kind services and goods, including their estimated fair-market values. All values are subject to review and negotiation by the TDC/County (250 characters).

Please refer to page 6 of this application.

Governmental Entities Payment may be authorized for up to one hundred percent (100%) reimbursement of the total cost of each project segment, subject to the expenditure cap established in the agreement. The governmental applicant must be prepared to pay the entire cost of each segment in advance of seeking reimbursement.

Projects may be divided into two or three segments.

For acquisition of property, refer to the important information on page 9.

Project Funding Summary – Governmental Applicants

Note: Please highlight the specific line item(s) in your agency’s budget that support this project and attach the relevant portion of your approved budget as Exhibit B.

Public Facilities Public Facilities applications must be submitted as one comprehensive application containing two segments:

1. Segment #1 – Independent Study (100% reimbursable)

2. Segment #2 – Physical Project Improvements (up to 70% reimbursable) Projects may be further divided into additional segments as needed and permitted within the final agreement.

SEGMENT #1 — STUDY PHASE

Payment for the Study Phase may be approved for up to 100% reimbursement, subject to the expenditure cap specified in the final agreement.

Applicants must pay the entire cost upfront before seeking reimbursement.

For property acquisition projects, refer to the acquisition requirements on page 9 of the application.

Study Phase Funding Summary

Budget Requirement:

Highlight the relevant line item(s) in the agency’s approved budget that support this study and attach as Exhibit B.

Estimated Completion Date for Study:

SEGMENT #2 — PHYSICAL PROJECT PHASE

Segment #2 (physical construction/implementation) may be eligible for up to 70% reimbursement, subject to the expenditure cap in the agreement. Applicants must pay the full cost of each segment before requesting reimbursement.

Project Phase Funding Summary

Budget Requirement:

Highlight the applicable line item(s) in the agency’s budget and attach as Exhibit B.

Required Confirmation of Funding Applicants must provide written confirmation that all required project funds (non-TDC portion) are committed and available at the time of application. (Attach as Exhibit B.)

Use of TDC Funds (350 characters) List specific items, services, or components for which TDC funds will be used. Do not include:

· Warranty fees

· Administrative or office costs

· Retail space improvements

· Design costs (unless the project is a Public Facility under statutory requirements)

1. Use of Structure / Facility

a) Original Use and Date of Construction (350 characters):

b) Present Use (350 characters):

c) Proposed Use (350 characters):

d) Photograph Requirement:

Attach a current photograph of the existing site as Exhibit C.

e) Historic Designation (350 characters):

Indicate whether the property:

· Is listed in the National Register of Historic Places

· Is located within a National Register Historic District

· Is a locally designated historic landmark

· Is located within a locally designated historic district If located within a historic district, provide the official district name.

This information may be obtained from the local planning agency with jurisdiction over the property.

2. Ownership and Operational Eligibility All capital projects funded by the TDC must be owned and operated by either a governmental entity or a non-profit organization. Applicants must provide proof of property ownership, a long-term lease, or a service contract for the proposed project site, along with documentation demonstrating sufficient experience or financial capacity to operate the facility.

(Enclose documentation as Exhibit D)

Ownership or Interest in Property

a) Official records reference for ownership documentation (e.g., deed book and page number).

b) If the applicant does not own the property, provide:

· A long-term lease or service contract, and

· A notarized letter of consent from the property owner confirming approval for use of the property for the purposes outlined in this application.

3. Transfers of Real Property to the County If the proposed project involves the transfer of title of real property to Monroe County, the applicant must provide:

· Two (2) current real estate appraisals, and

· One (1) environmental assessment.

(Enclose as Exhibit E)

The TDC/County must determine, prior to acceptance of any donation or purchase, that:

· The property does not present any environmental hazards or liabilities, and

· The property serves a permissible governmental interest.

Indicate any proposed title transfers below (200 characters):

4. Acquisition Funding Requests This section applies only to acquisition-related funding requests. Applicants must still complete Items 9–11 for all projects, including new construction, renovations, additions, and exhibits.

Property Size Indicate the total acreage of the property to be acquired:

When evaluating acquisition requests, the TDC will consider the appropriateness of the site size. Site size must:

· Preserve the historic or environmental context of the structure or site (as applicable), and

· Include no more property than necessary to meet project objectives.

Because these considerations directly impact application requirements and costs, applicants are strongly encouraged to consult with the TDC Administrative Office before initiating acquisition documentation.

5. Protection of Property Indicate any state, federal, or local protections currently applicable to the property. More than one protection type may apply. Applicants must:

· Provide citations for relevant local protective ordinances, and

· Attach copies of all property-specific restrictive legal instruments. (Enclose as Exhibit F)

By submitting this application, the applicant certifies that all existing restrictions have been fully disclosed. Failure to disclose restrictions may result in immediate termination of any agreement and repayment of all funds awarded.

6. Threats to Property Is the property currently threatened by imminent destruction, deterioration, or other loss, including but not limited to:

· Demolition

· Vacancy

· Severe deterioration

· Loss of structural integrity

· Encroaching development

· Adverse environmental conditions

· Vandalism

If yes, describe the threat(s) in detail and specify urgency (250 characters):

7. Development and Environmental Considerations a.) Building Restrictions Are there any recorded building restrictions, easements, or covenants on the site?

|_| Yes |_| No If yes, describe below and attach all recorded documents. (250 characters) (Enclose as Exhibit G.)

By submitting this application, the applicant certifies that all restrictions have been disclosed. Failure to do so may result in termination of the agreement and return of all funds.

Description:

b.) Concurrency and Land Use Compliance Is the proposed project compatible with Monroe County and/or municipal Concurrency Requirements under the existing and proposed Comprehensive Plan?

|_| Yes |_| No

Describe how this determination was made. Applications lacking information on existing permits or Planning Department review will be rejected.

List all required permits for the project (250 characters):

c.) Endangered or Threatened Species

· Does the site contain endangered or threatened species of flora or fauna?

|_| Yes |_| No If yes, attach explanation as Exhibit H.

d.) Accessibility Compliance Will the project comply with:

· Chapter 553, Part V, Florida Statutes, and

· The Americans with Disabilities Act (ADA) of 1990, as amended?

|_| Yes |_| No If no, attach explanation as Exhibit I.

e.) Recycling Utilization Explain how recycling practices will be integrated into the execution of the proposed project (100 characters):

f.) Public Accessibility and Use Describe the extent to which the property is currently, or will be, open to the public:

· Hours per day:

· Days per week:

· Weeks per year:

Estimate annual visitors/users upon project completion and explain how this estimate was determined:(100 characters):

For archaeological projects where public access is not possible, estimate the number of individuals who will access interpretive materials resulting from the project.

g.) Signage on U.S.1

· Is there currently signage for the project/facility on U.S. 1?

|_| Yes |_| No

If no, indicate whether signage is planned and whether FDOT approval has been obtained. Explain below (250 characters):

h.) Signage in Historic Districts

· If the project is located in a Historic District, is signage currently installed?

|_| Yes |_| No |_| Not located in a Historic District i.) Parking Variances

· Does the project require any parking variances?

|_| Yes |_| No

If yes, explain how this determination was made (100 characters):

8. Present Physical Condition of Site Attach the legal description from county property tax records and indicate the present condition:

|_| Excellent – Fully habitable, no repairs needed, continuous maintenance evident; project involves expansion/enhancement.

|_| Good – Habitable and occupied; minor repairs required.

|_| Fair – Habitable but possibly vacant; structural and weather-tight integrity are compromised.

|_| Poor – Uninhabitable and vacant; major structural work required.

-Describe contributing factors or issues affecting current condition (250 characters):

9. Status of Project Planning Design/Architectural/Engineering expenses are only eligible for TDC funding if the project qualifies under the Public Facilities category. Any work initiated before approval by the Board of County Commissioners is at the applicant’s own risk.

Select all that apply:

|_| Not yet initiated

|_| Initiated

|_| Schematics completed

|_| Design development completed

|_| Completed construction documents

|_| Required permits obtained

10. Project Consultant Information Name and Address of Consultant (architect, engineer, contractor, etc.) (100 characters):

Attach preliminary plans or architectural documents completed to date (one set).

(Enclose as Exhibit J.)

11. Architectural or Construction Services Agreement Has an agreement for architectural or construction services been executed?

|_| Yes (costs will not be reimbursed by TDC) |_| No |_| Project does not require architectural services

1. Operations and Maintenance It is the policy of Monroe County not to fund the ongoing operations or maintenance costs of facilities. Applicants must therefore demonstrate a viable plan for sustaining the facility after restoration or rehabilitation is completed.

In the space below, describe (250 characters):

· How the structure(s) affected by this project will be maintained after completion

· The sources of funding that will support ongoing maintenance

· Estimated annual amounts associated with each funding source

2. Impact on Visitor Experience Explain how the proposed project will enhance or positively impact the visitor experience in Monroe County. Cite specific examples such as increased accessibility, improved amenities, preservation of cultural or historic resources, enhancement of recreational opportunities, or other benefits that support tourism and align with TDC goals. (250 characters)

3. Operational Capability and Long-Term Viability Applicants must demonstrate the capacity to:

· Complete the project as proposed

· Maintain and operate the facility as a long-term, publicly accessible tourist attraction

· Implement a sustainable marketing and promotional program

To satisfy this requirement, attach:

· Exhibit K.1: Proposed operational budget for the completed facility

· Explain your marketing plan and/or promotional strategy for attracting visitors (250 characters)

These materials should clearly establish the project’s long-term viability and its continued benefit to tourism in Monroe County.

4. Estimated Project Completion Date Please provide the estimated completion date for the project.

Note: Funding becomes available on October 1, 2026. The start date for all grant-funded activities must occur on or after December 9th, 2026.

Estimated Completion Date:

COMPLETE THE W-9:

Click on the LINK (Ctrl+ left mouse click) to fill out the document.

Save the document to your computer and attach it to your application as item L.

This form must be completed ONLY if your organization has not previously conducted business with Monroe County. The completed form must be uploaded as a Confidential Financial Document in the Bonfire system. If it is not submitted under the confidential designation, it will become part of the public record.

Click on the LINK (Ctrl+ left mouse click) to fill out the document. Save the document to your computer and attach it to your application as Exhibit M.

This form must be completed ONLY if your organization has previously conducted business with Monroe County and needs to update vendor information. The completed form must be uploaded as a Confidential Financial Document in the Bonfire system. If it is not submitted under the confidential designation, it will become part of the public record.

Click on the LINK (Ctrl+ left mouse click) to fill out the document. Save the document to your computer and attach it to your application as M.

INSURANCE CHECKLIST AND AGENT/BIDDER’S STATEMENT

(Enclose as Exhibit N) Only for applications requesting $50,000 or more in funding

INSURANCE CHECKLIST FOR VENDORS SUBMITTING PROPOSALS OR BIDS FOR WORK

To assist in preparing your proposal, the insurance coverages marked with an “X” indicate the requirements your organization must meet if awarded a contract.

Vendors must sign and submit the completed insurance checklist with their proposal.

The required insurance coverages are listed and described below.

WORKERS’ COMPENSATION AND EMPLOYERS’ LIABILITY

• Bodily Injury by Accident

• Bodily Injury by Disease (Policy Limit / Per Employee)

GENERAL LIABILITY

Minimum required coverage must include:

• Premises Operations • Products & Completed Operations

• Blanket Contractual • Personal Injury Required Limits

Required Endorsements

· GLLIQ – Liquor Liability (if applicable)

· GLS – Security Services (if applicable) All endorsements must carry limits equal to the basic policy.

BUSINESS AUTOMOBILE LIABILITY

Coverage must include owned, non-owned, and hired vehicles.

OR $100,000 Combined Single Limit

OR $300,000 Combined Single Limit X

OR $1,000,000 Combined Single Limit

Note: VL1 may only be used for special projects involving other governmental or non-profit organizations and must be approved by Risk Management.

MISCELLANEOUS COVERAGES

Code

BR1

CLI

MVC

PRO

PRO2

PRO3

POL1

POL2

POL3

POL4

EDT

ED2

GK1

GK2

GK3

MED1

MED2

MED3

MED4

IF

VLP1

VLP2

VLP3

BLL

HKL1

HKL2

HKL3

HKL4

AIR1

AIR2

AIR3

AEO1

AEO2

AEO3

AEO4

ARP

EOJ

EO2

EO3

EO4

WL1

WL2

APPLICANT’S INSURANCE STATEMENT

I acknowledge that the insurance requirements outlined in this application are mandatory. If awarded a contract, I certify that all required insurance coverage will be obtained and maintained in full compliance with the agreement.

Applicant Name (Printed):

Applicant Signature:

Title:

Organization Name:

INSURANCE CHECKLIST AND AGENT/BIDDER’S STATEMENT

(Enclose as Exhibit N) Only for applications requesting $49,999.00 or less in funding

INSURANCE CHECKLIST FOR VENDORS SUBMITTING PROPOSALS OR BIDS FOR WORK

GENERAL LIABILITY

Minimum required coverage must include:

• Premises Operations • Products & Completed Operations

• Blanket Contractual • Personal Injury Required Limits