252727MN_Project_Documents.pdf

REQUEST FOR PROPOSALS (“RFP”) – PART I

RFP Template Revised 02/10/25 Page 1 of 6

RFP #: 252727MN

RFP TITLE: RESILIENT SRQ (CDBG-DR) IMPLEMENTATION OF HOUSING

1.0 PURPOSE

Sarasota County (“County”), a political subdivision of the State of Florida, will receive proposals on the date indicated in OpenGov Procurement (OpenGov), the County’s electronic procurement portal, for the purpose of selecting a qualified Proposer to provide implementation and administration of the Community Development Block Grant – Disaster Recovery (CDBG-DR) Resilient SRQ Housing Recovery Program (“Program”), which includes the Single-Family Home Rehabilitation and Reconstruction components encompassing both traditional single-family homes and mobile homes affected by Hurricanes Debby, Helene, and Milton in 2024. Proposers are required to comply with Part II, Scope of Services.

OpenGov is located at https://procurement.opengov.com/portal/scgov

2.0 PROPOSER

2.1 For the purpose of this RFP, the term “Proposer” is defined as the legal entity submitting a proposal.

2.2 Proposers intending to submit a bid as a joint venture with another company must provide documentation attesting to the formation of that joint venture with their submittal. For purposes of this solicitation, all vendors who make up the joint venture will be considered together as the Proposer.

3.0 QUALIFICATIONS

3.1 The Proposer must demonstrate experience providing implementation of CDBG-DR housing rehabilitation and reconstruction programs, including application/grant management software.

3.2 Preferred Qualifications

3.2.1. It is preferred that the Proposer demonstrates experience with county and municipal comprehensive plans and land development codes and other local ordinances related to planning, rehabilitation, and reconstruction.

3.2.2. It is preferred that the Proposer demonstrates experience and knowledge in regulations, statutes, policies and procedures related to the Housing and Community Development Act (HCDA) of 1974, specifically as it relates to CDBG-DR.

3.2.3. It is preferred that the Proposer demonstrates experience with the following:

1. Florida Building Codes

2. National Flood Insurance Program (NFIP) construction and elevations requirements https://procurement.opengov.com/portal/scgov

RFP Template Revised 02/10/25 Page 2 of 6

4.0 MEETINGS & SCHEDULE

An anticipated schedule is provided in the Timeline posted in OpenGov. All meetings will take place at the time, date, and location specified in the solicitation Timeline.

Short-listed Proposers should be prepared to attend presentations and/or interviews either in Sarasota, Florida or virtually, at the County’s discretion.

5.0 SUBMITTAL INSTRUCTIONS

Refer to Submittal Instructions section in OpenGov for instructions on how to submit a proposal. Proposers are advised to review the General Terms and Conditions of Solicitations which are available in OpenGov.

6.0 VENDOR QUESTIONNAIRE

6.1 All proposers must complete the required forms and information included in the Vendor Questionnaire section of OpenGov. Completed forms and other requested documents must be uploaded with proposer’s submittal in OpenGov. Proposers who fail to complete and upload required forms and documents or fail to provide responses to questions in the Vendor Questionnaire section of OpenGov may be found non-responsive.

6.2 Grant Documents

6.2.1. This project includes CDBG-DR grant funding. All applicable grant documents will be included in OpenGov. Grant documents that require Proposer’s signature will be available in the Vendor Questionnaire section.

7.0 WRITTEN PROPOSALS

The information requested in each section below will be used by the evaluation committee to evaluate and score written proposals. All proposal documents must be submitted in the Vendor Questionnaire section in OpenGov in the format requested.

7.1 Qualifications

7.1.1. Single page Letter of Interest summarizing Proposer’s

qualifications.

7.1.2. Resumes of key personnel, including subcontractors, demonstrating individual qualifications and experience

7.2 Experience

7.2.1. Narrative – Provide a narrative that describes the Proposer’s experience, including, but not limited to the number of years in business, pertinent capabilities, and evidence of experience and resources necessary to successfully provide the requested services.

7.2.2. Customer List - Provide a list of customers who have been provided services similar to the services described in this RFP in the last 5 years. Customer list should include contact information for a minimum of 1 and a maximum of 10 customers. At a minimum, RFP Template Revised 02/10/25 Page 3 of 6 include customer name, a brief description of services provided, contract start and end dates, and the name, email, and telephone number of a contact person who can verify information. When possible, include the dollar value of the contract. If unable to provide detailed information regarding private sector customers due to confidentiality concerns, provide as much information as possible for those customers.

7.3 Approach

7.3.1. Project Approach - Provide a detailed project approach, including the proposed strategy for providing the requested services.

Anticipated resources, including, but not limited to, staffing levels, technology and equipment should be provided.

7.3.2. Schedule/Timeline – Provide a graphical representation of the proposed schedule/timeline indicating major milestones and deliverables.

7.3.3. Organization – Provide an organizational chart identifying all key personnel and their role in the providing the requested services.

7.4 Compensation

Provide a description of the total costs associated with this scope of work.

Compensation methods shall include hourly rates and detail all direct expense costs for all anticipated services.

8.0 SELECTION PROCESS

8.1 Written Proposals

8.1.1. All timely responses meeting the criteria set forth in this RFP shall be considered by the County.

8.1.2. Written proposals will be evaluated and scored using the evaluation criteria in the Evaluation Criteria section of OpenGov.

8.1.3. Only proposers who submit required documentation will be eligible to receive Local and American Preference points.

8.1.4. When evaluating written proposals, the evaluation committee will use the scale below to score each criterion. Only whole numbers are to be used when scoring. Scores will be given weight as indicated in the evaluation criteria in OpenGov.

Score Description

5 Excellent

4 Very Good

3 Good

RFP Template Revised 02/10/25 Page 4 of 6

2 Satisfactory

1 Unsatisfactory

0 N/A

8.2 Presentations

8.2.1. If any member of the evaluation committee requests presentations, presentations shall be scheduled.

8.2.2. If presentations are requested or required, the evaluation committee shall determine the number of Proposers to be short-listed for presentations prior to scoring. The format of presentation will be determined by the County and may consist of presentations, interviews, or a combination of presentations and interviews.

Presentations will be required from no fewer than the three highest scoring Proposers (or all responsive and responsible Proposers if there are 3 or fewer) under the following circumstances.

1. The estimated costs of services are in excess of $350,000 (either annually or for the total project); or

2. Scoring results in 5 points or less between the highest scoring proposer and the 2nd highest scoring proposer; or

3. The solicitation documents specify that presentations or interviews will be required.

4. The Procurement Official has determined that presentations are required for this solicitation.

If this box is checked, the Procurement Official has determined that presentations are required for this solicitation

8.3 Ranking

Following presentations, the evaluation committee will rank the short-listed proposers. The ranking shall be based on the written proposals, clarifications (if any), and information presented during presentations.

8.4 Evaluation Committee Recommendation of Award

8.4.1. If presentations are not requested or required, the evaluation committee will recommend the highest scoring Proposer for award.

8.4.2. If presentations are requested or required, following presentations the evaluation committee will rank the short-listed Proposers, and recommend the first ranked Proposer for award.

9.0 AWARD

9.1 It is the intent of the County to award a contract to the Proposer who, in the sole opinion of the evaluation committee is most qualified to provide the scope of services required and will provide the best value to the County.

RFP Template Revised 02/10/25 Page 5 of 6

9.2 The County reserves the right to contract for a term less than or greater than the duration indicated in OpenGov.

9.3 The successful Proposer(s) shall be required to submit proof of licenses or certifications as required by the County.

9.4 In the event of a tie, the RFP tie-breaking procedures identified in the Sarasota County Procurement Manual will apply. To be considered, tied Proposers will be required to provide documentation certifying they have implemented a drug-free workplace program meeting the requirements stipulated in Section 287.087, Florida Statutes. Documentation must be provided within the time specified by the County at the time of request.

9.5 Preferences

Proposers wishing to be considered for Local Business Preference or American Business Preference must complete and submit a Local & American Business Certification Form with their submittal. The Local & American Business Certification Form can be found in the Vendor Questionnaire section of OpenGov.

In awarding this RFP, preference shall be given to local businesses and American businesses in accordance with Section 2-215 of the Sarasota County Procurement Code.

Local and American business preferences do not apply to the award of this RFP, due to Grant funding requirements.

9.6 Contract

A draft of the contract that the successful Proposer(s) will be expected to sign (a Consultant Agreement) is posted on the Procurement website, shown below. The County may, in its sole discretion, select a different contract type or make revisions to the one referenced above following the recommended award of this solicitation.

https://www.scgov.net/government/procurement/contract-templates

10.0 CHANGES IN KEY PERSONNEL

10.1 A change in the key personnel of a short-listed firm after the submission of the response to this RFP could result in reconsideration of the scoring of applicable evaluation criteria, at the sole discretion of the County.

10.2 Any changes in the key personnel of a short-listed firm should be brought to the attention of the County as soon as possible after the change is made.

The changes, the reasons for the changes, and resumes for the individuals being substituted for an individual identified in the response, must be submitted, prior to oral presentations, to the Procurement Analyst identified on the Solicitation Summary.

10.3 Decreases in scoring may result from the reconsideration of changes in the key personnel of a short-listed firm. No increases in scoring will result from the reconsideration of changes in the key personnel of a short-listed firm.

https://www.scgov.net/government/procurement/contract-templates

RFP Template Revised 02/10/25 Page 6 of 6

10.4 After award of a contract, the successful Proposer shall not be allowed to substitute key personnel named in this response, including subcontractors, without the prior written permission of the County. Substitution may, in the sole opinion of the County, be grounds for cancellation of selection, or termination of contract.

(END PART I)

PART II

SCOPE OF SERVICES

RPS Part I Rev. 10/11/23 Part II - Page 1 of 8 Prepared by OFM – Resilient SRQ Department

I. Overview

Sarasota County’s (“County”) Resilient SRQ Program (“Program”) seeks an experienced Implementation Vendor (“Consultant”) to implement and administer the Resilient SRQ Housing Recovery Program, which includes the Single-Family Home Rehabilitation and Reconstruction component encompassing both traditional single-family homes and mobile homes. The Housing Recovery Program addresses damage caused by Hurricanes Debby, Helene, and Milton in 2024. The Program is funded by a U.S. Department of Housing and Urban Development (HUD) Community Development Block Grant - Disaster Recovery (CDBG-DR). Consultant shall be responsible for program administration, contractor procurement, scope development, oversight of contractors, compliance monitoring, and financial and programmatic reporting. Consultant shall ensure compliance with all applicable laws, regulations, ordinances, and HUD grant requirements.

II. Consultant Responsibilities

Consultant shall be responsible for the following:

A. Contractor Procurement & Management

1. Procure, in accordance with 2 C.F.R. Part 200, and manage licensed Florida contractors to conduct the construction, repair, replacement, and/or reconstruction of homes, including mobile and manufactured housing units (MHU) damaged by the 2024 Hurricanes;

2. Develop and implement a contractor selection and scoring system for assigning work to construction contractors. This process should include a method to reward high performing contractors with additional projects.

Process must be approved by the County prior to implementation;

3. Provide a set of signed and sealed standard house construction plans and elevations which will be utilized by all general contractors in the program.

The plan sets will include:

a. Two (2) options each for:

1) Two (2) bedroom, two (2) bathroom model

2) Three (3) bedroom, two (2) bathroom model

3) Four (4) bedroom, two (2) bathroom model

Each plan set shall provide a handicapped accessible/wheelchair friendly version with the ability to modify for additional accessibility and site limitations. Additional basic requirements shall be provided by the County.

All plan sets shall be approved by the County prior to procuring construction contractors. Plans must follow state and local building codes and must demonstrate cost reasonableness.

4. Develop and issue standard MHU specifications as part of the procurement

RPS Part I Rev. 10/11/23 Part II - Page 2 of 8 process. These specifications will include required MHU configurations (e.g., 2-bedroom/1-bathroom, 3-bedroom/2-bathroom, etc.), as well as an “all-inclusive” scope of work that includes permitting, sitework, transportation, installation, appliances, utility connections, code compliance, and closeout deliverables. Contractors shall submit a per-square-foot price for each configuration based on these standardized requirements. Consultant shall use this information to perform a cost analysis, comparing submitted bids against each other and against general market benchmarks. If any bid significantly deviates from reasonable cost expectations, Consultant shall provide justification for selection or rejection. All pricing documentation and analysis shall be made available to the County upon request.

5. Validate contractor licensing, bonding, and insurance, ensuring documentation remains current throughout the contract term. Upon request, Consultant shall provide licenses, bonds, and/or insurance documentation for any contractors or subcontractors awarded a contract;

6. Create and maintain all contracts with General Contractors (GCs) and sub-contractors, including any necessary change orders to contracts. Consultant will serve as the Construction Manager and will manage the GCs they procure, ensuring that all work on homeowner properties complies with local building codes, HUD requirements, and the requirements of the Housing Recovery Program Manual.

7. Consultant contracts with GCs may be subject to review by the County and shall be made available to the County upon request.

8. Consultant and its GCs shall follow the directives set forth in the HUD CDBG- DR grant for the 2024 Hurricanes, 90 FR 4759 (https://www.govinfo.gov/content/pkg/FR-2025-01-08/pdf/2024- 31621.pdf). The County’s Action plan is available at https://2024storms.resilientsrq.net/. This plan may be modified as necessary.

9. Consultant shall secure and deploy sufficient contractors and administrative resources to perform the following:

a. Repair or replace MHUs;

b. Repair conventional built or block homes;

c. Construct new homes which meet Resilient SRQ’s minimum design and housing quality standards specifications;

d. Coordinate the timely move in/move out dates and times with applicants whose homes are being repaired or replaced;

e. Coordinate on-site storage units for an applicant’s possessions during the time their home is being repaired; and

f. Coordinate a timeline and fiscal projections for the Program

10.At the County’s request, the Contractor shall expand operations as needed.

11.The County reserves the right to review and disqualify GCs who do not https://www.govinfo.gov/content/pkg/FR-2025-01-08/pdf/2024-31621.pdf https://www.govinfo.gov/content/pkg/FR-2025-01-08/pdf/2024-31621.pdf https://2024storms.resilientsrq.net/

RPS Part I Rev. 10/11/23 Part II - Page 3 of 8 provide a satisfactory quality of work, as determined by the County.

B. Property Inspections & Scope Development

1. Conduct scope walks to inspect the property to determine the need for rehabilitation or reconstruction in accordance with Program policies. Scope shall include review of the County’s Program Management Consultant’s initial site inspection and estimated cost to repair analysis. Consultant shall establish the home’s relative value to determine if it should be replaced/rebuilt or rehabilitated in accordance with established policies. It is imperative that Consultant’s estimated final scope of work be accurate to avoid and minimize change orders.

2. Develop detailed final scope of work using Xactimate to include pricing and construction timeline.

3. Ensure that all work meets applicable building codes, HUD Housing Quality Standards (HQS), and CDBG-DR requirements.

C. Construction Oversight

Consultant shall:

1. Oversee construction activities to ensure quality, timeliness, and adherence to contract specifications;

2. Ensure compliance with 24 CFR Part 75 Section 3 requirements;

3. Ensure that all work performed by contractors and subcontractors, including the installation of new MHU and the construction of new modular or brick/block homes, complies with the current Florida Building Code (FBC), applicable local zoning and land development regulations (e.g., minimum building area, setbacks), and all local codes and policies.

Additionally, all work must meet the construction standards required by the CDBG-DR grant, including housing quality standards and energy efficiency standards as set forth in 90 FR 4759.

4. Ensure that all GCs complete projects within established timelines;

5. Ensure that the GCs provide all necessary elevation certificates where required in Special Flood Hazard Areas and as determined by the authority having jurisdiction.

6. Conduct site inspection in accordance with established policies, to be established by the County at a later date, and coordinate with eligible applicants. Consultant shall provide reasonable notice to homeowner in advance of arrival.

7. Follow established processes as agreed upon by Consultant and County for all homes scheduled for demolition and dispose of mobile homes, all demolition/construction debris and/or hazardous materials in accordance with all Program, and Federal guidelines, and local regulations, and ordinances.

8. Ensure the fulfillment of warranty obligations. The Program shall manage

RPS Part I Rev. 10/11/23 Part II - Page 4 of 8 the intake and documentation of all warranty-related calls. Although Consultant’s GCs will be primarily responsible for meeting warranty obligations, if a GC fails to do so, Consultant shall assume responsibility.

Consultant shall ensure that any warranties for a project are assigned to the homeowner prior to completion of the project.

9. Ensure compliance with all Federal, State, local, and Program environmental requirements and standards and shall follow all established environmental standards during all work for the duration of the Agreement.

10.Make progress and final payments to GCs, contingent upon the successful inspection and approval of the work by both Consultant and the County.

Any issues or delays during the course of work must be promptly communicated in writing to the County. Payments will be made based on the completion of work that meets the Program standards and is accepted by the County, ensuring full compliance with all applicable federal, state, and local regulations. The County shall retain five percent (5%) of each project cost in accordance with Florida Statutes Section 255.077 until outstanding project requirements are completed. The County will develop a process to determine the “punch-list” items that must be completed prior to release of retainage in accordance with Florida Statutes Section 255.078.

11.Ensure GCs provides homeowner certificates of occupancy upon completion of the project;

12.Ensure GCs provides title registration with the Florida Department of Motor Vehicles for newly installed manufactured housing units and title retirement for manufactured housing units demolished as part of the program.

13.Complete the close-out process for each project.

D. Financial & Reporting Requirements

1. Consultant shall implement procedures and internal controls to ensure compliance with all financial and programmatic requirements, preventing disallowed costs. In the event that a disallowed cost is identified, Consultant shall take corrective action to resolve the issue in accordance with applicable regulations and program guidelines.

2. Consultant shall reimburse County for any funds that HUD deems as having been spent for ineligible activities. If HUD deems funds have been spent for ineligible activity delivery costs and costs related to activities of County’s employees, Consultant shall not be responsible for reimbursing the County for these costs.

3. Consultant shall provide a minimum of one executive briefing per week to the County, which outlines all work to date, all work in progress, and all work planned both in the near term and long term. The briefing shall include an update of the project timeline and spending.

4. Consultant shall provide additional reporting metrics as requested by the County including, but not limited to, monthly section 3 reports and metrics

RPS Part I Rev. 10/11/23 Part II - Page 5 of 8 in alignment with reporting requirements in the Disaster Recovery Grant Reporting (DRGR) system.

E. Personnel

1. Consultant shall be responsible for employing sufficient and qualified personnel to complete the Program. Key staff, including the Project Manager assigned by Consultant, shall be available to the County based on assigned work. County staff will not be available on County observed Holidays or closures.

2. Consultant shall ensure that all personnel, including but not limited to contractors’ field superintendents and those personnel involved in the preparation of contract management or change orders, are knowledgeable and shall enforce program housing quality standards and housing policies, including but not limited to mobile home installation standards, mold remediation, lead based paint, asbestos, floodplain elevation requirements, etc.

3. Consultant shall ensure that the superintendent wears identification while on jobsite(s). Requirements for identification will be provided by the County.

4. Throughout the term of the Agreement and any renewals, Consultant shall provide and keep current an organizational chart and supervisory hierarchy to ensure adequate staffing levels, staff oversight, and accountability.

Consultant shall designate a primary manager who will maintain frequent communication with the County, which may include a standing weekly meeting.

5. Consultant shall not substitute key personnel assigned to the performance of this Agreement without prior written approval by the County. Consultant shall notify the County’s contract manager of any desired substitution, including the name(s), resumes, and references of Consultant’s recommended substitute personnel. The County will approve or disapprove the requested substitution in a timely manner. The County may, in its sole discretion, direct Consultant to terminate the services of any person providing services under the Agreement. Upon such termination, the County may request acceptable substitute personnel or terminate the specific services provided by such personnel.

6. Consultant shall monitor, audit, and train its staff on the authorized sharing of personally identifiable information (PII) or other project sensitive data and the consequences of unauthorized use or sharing of such data using the County provided training and policy.

7. The County will not pay for relocation or housing, but may consider, on a case by case basis, reimbursement for travel expenses that are necessary to complete deliverables under the contract. Any payment of travel reimbursement requests shall be in accordance with the County’s Travel Policy and Section 112.061, Florida Statutes.

F. Location of Work

RPS Part I Rev. 10/11/23 Part II - Page 6 of 8

1. The County reserves the right to require Consultant, Consultant’s employees, subconsultants and/ or subcontractors be available to work onsite when conditions, activities, and implementation of the Program are more conducive to being in-person. The location in Sarasota shall be designated by the County.

2. On-site work will take place in facilities within Sarasota County, Florida.

Exact work locations are to be determined, and some staff positions may require travel within the County for meetings and program oversight.

3. Generally, personnel provided by Consultant shall work no more than 40 hours per week each.

G. Records and Auditing

1. Consultant shall comply with all CDBG-DR regulations, as well as any applicable federal, state, and local requirements.

2. Consultant shall maintain all records and, as applicable, ensure they are entered into the Program’s System of Record (SOR).

3. Consultant’s Project Manager shall provide all required reporting to the County’s Program Manager and/or designee and will make all relevant personnel information, files, and other pertinent information available to the County (and/or to the Federal government) at any time during the duration of the Agreement.

4. The County has the right to audit all aspects of the recovery program, including but not limited to all aspects of contracting, subcontracting, material purchases, equipment purchases, labor or employment costs, and the purchase of ancillary services. The County has the right to request all eligibility or construction project documents in connection with this right to audit.

5. Consultant shall provide final grant close out procedures and a plan for Consultant and the County to exchange all grant, construction, case management and other programmatic files, whether paper or electronic copies, in order to meet HUD, Federal, and Program document retention requirements.

H. Information System and Computer Equipment

1. Consultant shall be required to collaborate with the County’s SOR.

2. Consultant shall ensure the SOR is updated with end-to-end documentation for all individual housing projects.

3. The County must be able to retain use for the full records retention period required by law.

4. The County will provide an internet connection for use by Consultant’s onsite personnel. The County reserves the right to perform a security scan of any Consultant computer equipment that is approved for access to the County network.

RPS Part I Rev. 10/11/23 Part II - Page 7 of 8

I. Data Ownership

1. The County is, and shall remain at all times, the sole owner of all data and documents affiliated with County work.

2. Consultant acknowledges that the County has all right, title, or other ownership interest in all County documents and work products.

J. Critical Information Requirements

Consultant shall notify the County as soon as possible if any of the following occur:

1. Any injury associated with the Program resulting in immediate movement to a hospital or clinic for further treatment;

2. Any vehicle accident while engaged in work for the County.

3. Evidence that a citizen has perpetrated a fraud against the Program.

4. Any citizen’s fraud complaint lodged against either the County, the Program, Consultant, GC, or subcontractors associated with the program

5. Any complaint by any person regarding harassment or discriminatory conduct by an individual working on the Program or discriminatory practices of any aspect of the Program or operation.

6. Any loss, potential loss, or unauthorized disclosure of citizen PII in any form including paper or electronic loss and/or the loss of a computer containing

PII.

7. Any allegation that Consultant, its GC, or sub- contractors have committed a crime while performing their work.

8. Information that an applicant is living in unsafe conditions.

9. Any home turned over to a client by a general contractor prior to a required governmental final inspection.

10. Any instance in which a subcontractor places a construction lien on an applicant’s home in the program.

K. Timeline of Tasks

1. Consultant shall be responsible for the implementation of individual housing projects in collaboration with County personnel and the program management consultant leading the CDBG-DR program.

2. A kickoff meeting with Consultant is expected to take place immediately following contract execution.

3. Start-up tasks include:

a. Establishing a physical presence of the Program Manager at the County office location.

b. Consultant’s key staff should be available to work in Sarasota County at the County’s request when conducive to the Program.

RPS Part I Rev. 10/11/23 Part II - Page 8 of 8

c. Reviewing housing policies and procedures provided by the County after execution of contract and providing any suggested changes to increase Program efficiency.

d. Creation of an implementation plan for County review.

4. Start-up tasks shall be completed within sixty days of contract execution.

III. County Responsibilities

A. The County will be responsible for the following tasks:

1. Developing application and eligibility criteria for homeowners,

2. Performing initial homeowner application review for compliance with Program eligibility,

3. Overseeing execution of agreements with homeowners,

4. Providing case management throughout the construction process,

5. Administering Homeowner Reimbursement program in coordination with Consultant, where applicable.

B. The County will engage a separate Program Management Consultant who will be responsible for the following tasks:

1. Damage inspection and verification

2. Initial scope development for housing rehabilitation and reconstruction services

3. Progress inspection of housing rehabilitation/reconstruction GCs

4. Environmental review and compliance

a. The County or their Program Management Consultant will conduct a tiered environmental approach to the housing recovery projects.

b. The County or their Program Management Consultant will conduct a county-wide environmental assessment prior to any work being conducted. Subsequent tiered assessments will be conducted by either the County or their vendor(s).

5. Duplication of Benefits calculations

End of Part II

PART III – INSURANCE REQUIREMENTS

Insurance Template 2 Revised 05/13/16 Page 1 of 2

CONTRACTOR’S INSURANCE

Contractor shall, on a primary basis and at its sole expense, maintain in full force and effect, at all times during the life of this Contract, insurance coverage (including endorsements) and limits as described herein. These requirements, as well as the County’s review or acceptance of insurance maintained by Contractor, are not intended to and shall not in any manner limit or qualify the liabilities or obligations assumed by Contractor under this Contract.

Insurance requirements itemized in this Contract and required of the Contractor shall extend to all subcontractors to cover their operations performed under this Contract.

The Contractor shall be responsible for any modifications, deviations, or omissions in these insurance requirements as they apply to subcontractors.

Insurance carriers providing coverage required herein must be licensed to conduct business in the State of Florida and must possess a current A.M. Best’s Financial Strength Rating of A- Class VII or better.

Each insurance policy required by this Contract shall apply separately to each insured against whom claim is made and suit is brought, except with respect to limits of the insurer’s liability.

The Contractor shall be solely responsible for payment of all premiums for insurance contributing to the satisfaction of this Contract and shall be solely responsible for the payment of all deductibles and retentions to which such policies are subject.

Contractor shall furnish Certificates of Insurance to the County Administrative Agent evidencing the types and amounts of coverage, including endorsements, required by this Contract prior to commencement of work and prior to expiration of the insurance contract, when applicable. Such Certificate(s) of Insurance shall, to the extent allowable by the insurer, include a minimum thirty (30) day notice of cancellation (10 days for non-payment of premium) or non-renewal of coverage. Notwithstanding these notification requirements, the Contractor will be required to provide County with at least 5 days prior written notice of any policy cancellation or non-renewal.

The County reserves the right to review, modify, reject, or accept any required policies of insurance, including limits, coverage, or endorsements, herein from time to time throughout the term of this Contract. County reserves the right, but not the obligation, to review and reject any insurer providing coverage due to its poor financial condition or failure to operate legally.

A. WORKERS’ COMPENSATION: Contractor shall maintain Workers’ Compensation insurance in accordance with Florida Statutes, Chapter 440. Employers Liability to be included with a minimum limit of $500,000.00 per accident/per disease/per employee. If work is to be performed over or adjacent to navigable water and involves maritime exposure, applicable LHWCA, Jones Act, or other maritime law coverage shall be included.

In the event the Contractor has “leased” employees, the Contractor or the employee leasing company must provide evidence of a Workers’ Compensation policy for all personnel on the worksite.

PART III – INSURANCE REQUIREMENTS

Insurance Template Adopted 04/19/19 Page 2 of 2

B. COMMERCIAL GENERAL LIABILITY: Contractor shall maintain Commercial General Liability per ISO form CG0001 or its equivalent, including but not limited to coverage for premises and operations, personal injury, products & completed operations, liability assumed under an insured contract, and independent contractors with limits of not less than $1,000,000.00 each occurrence, $2,000,000.00 aggregate covering all work performed under this Contract. There shall be no exclusions for explosion, collapse and underground hazards.

Contractor agrees to endorse Sarasota County Government as an additional insured on the Commercial General Liability coverage.

C. BUSINESS AUTOMOBILE LIABILITY: Contractor agrees to maintain Business Automobile Liability with limits not less than $1,000,000.00 combined single limit for each accident covering all Owned, Non-Owned & Hired automobiles used in the performance of this Contract. In the event Contractor does not own automobiles, Contractor agrees to maintain coverage for Hired & Non-Owned Auto Liability, which may be satisfied by way of endorsement to the Commercial General Liability policy or separate Business Auto Liability policy.

If the Contractor is shipping a product via common carrier, the contractor shall be responsible for any loss or damage sustained in delivery/transit.

D. UMBRELLA/EXCESS LIABILITY: Contractor agrees to maintain Umbrella or Excess Liability with limits not less than $5,000,000 each occurrence and in the aggregate. Coverage shall follow the terms of the underlying insurance, including the additional insured provisions.

SPECIALIZED REQUIREMENTS (LIABILITY EXPOSURES)

E. PROFESSIONAL LIABILITY: Consultant agrees to maintain Professional Liability insurance, or equivalent Errors & Omissions Liability insurance, with limits not less than $1,000,000 per claim/occurrence and in the aggregate for professional services rendered under this contract. If coverage is written on a claims-made basis: a. Any retroactive date shall precede the effective date of this contract; b.

Consultant shall provide certificates of insurance evidencing the required coverage for a period of two years after final payment under this contract is made, or provide evidence showing Consultant has obtained a two year extended reporting period endorsement.

Part III