Exhibit 1 - RFP No R1324608P1
Transcription
Exhibit 1 - RFP No R1324608P1
Exhibit 1 1 of 101 Broward County Board of County Commissioners Bid R1324608P1 Solicitation R1324608P1 Broward County's Representative Convention Center Expansion & Headquarters Hotel Bid designation: Public Broward County Board of County Commissioners 4/30/2015 11:48 AM p. 1 Exhibit 1 2 of 101 Broward County Board of County Commissioners Bid R1324608P1 Bid R1324608P1 Broward County's Representative Convention Center Expansion & Headquarters Hotel Bid Number R1324608P1 Bid Title Broward County's Representative Convention Center Expansion & Headquarters Hotel Bid Start Date In Held Bid End Date May 26, 2015 5:00:00 PM EDT Question & Answer End Date May 13, 2015 5:00:00 PM EDT Bid Contact Danea Cohen-Ebanks Purchasing 954-357-6317 dcohen@broward.org Contract Duration See Specifications Contract Renewal Not Applicable Prices Good for Not Applicable Bid Comments The County is seeking to engage a Broward County's Representative for Convention Center Expansion and Headquarters Hotel. Refer to the Scope of Work (Exhibit A) located in the Draft Phased Agreement for detailed information on the Project. The objective of this agreement is to obtain a Broward County's Representative for Convention Center Expansion and Headquarters Hotel to provide support services on behalf of the County in its efforts to acquire some or all of the following; financing, design, construction, operation and maintenance from a qualified Developer for the Project. The Broward County's Representative for Convention Center Expansion and Headquarters Hotel may assist with land use, zoning and jurisdictional reviews and processes, cost projections, incidental design not related to primary facility design, design review and construction support, construction administration and procurement support activities for the Project. The Project is intended to be at the site of the existing Broward County Convention Center, 1950 Eisenhower Boulevard, Fort Lauderdale, FL 33316. The County may use the services of the Broward County's Representative for Convention Center Expansion and Headquarters Hotel to assist in the evaluation and selection of alternate site(s) and further develop the project or portions thereof on an alternate site to allow the proposed project program to be more fully realized. Refer to Conflict of Interest per Special Instructions to Vendors, Section J. This solicitation includes participation goals for Broward County certified County Business Enterprises. Refer to Special Instructions to Vendors and the Office of Economic and Small Business Development Requirements for additional information. County/State License Requirements: In order to be considered a responsive and responsible Vendor for the scope of work set forth in this solicitation, the Vendor must possess a specified licenses at the time of submittal (refer to Special Instructions to Vendors for requirements). Questions and Answers: Vendors must submit questions through the Question and Answer Section (in BidSync). Item Response Form Item R1324608P1--01-01 - Broward County's Representative Convention Center Expansion & Headquarters Quantity 1 each Prices are not requested for this item. Delivery Location 4/30/2015 11:48 AM Broward County Board of County Commissioners Broward County 115 S. Andrews Ave., Room 212 Ft. Lauderdale FL 33301 Qty 1 p. 2 Exhibit 1 3 of 101 Broward County Board of County Commissioners Bid R1324608P1 Description Pursuant to Section 21.32, Competitive Sealed Proposals, of the Broward County Procurement Code. 4/30/2015 11:48 AM p. 3 Exhibit 1 4 of 101 Broward County Board of County Commissioners Bid R1324608P1 Standard Instructions for Vendors Request for Letters of Interest, Request for Proposals, or Request for Qualifications Vendors are instructed to read and follow the instructions carefully, as any misinterpretation or failure to comply with instructions may lead to a Vendor’s submittal being rejected. A. Responsiveness Criteria: In accordance with Broward County Procurement Code Section 21.8.b.65, a Responsive Bidder [Vendor] means a person who has submitted a proposal which conforms in all material respects to a solicitation. The solicitation submittal of a responsive Vendor must be submitted on the required forms, which contain all required information, signatures, notarizations, insurance, bonding, security, or other mandated requirements required by the solicitation documents to be submitted at the time of proposal opening. Failure to provide the information required below at the time of submittal opening may result in a recommendation Vendor is non-responsive by the Director of Purchasing. The Selection or Evaluation Committee will determine whether the firm is responsive to the requirements specified herein. The County reserves the right to waive minor technicalities or irregularities as is in the best interest of the County in accordance with Section 21.30.f.1(c) of the Broward County Procurement Code. Below are standard responsiveness criteria; refer to Special Instructions to Vendors, for Additional Responsiveness Criteria requirement(s). 1. Lobbyist Registration Requirement Certification Refer to Lobbyist Registration Requirement Certification . The completed form should be submitted with the solicitation response but must be submitted within three business days of County’s request. Vendor may be deemed non-responsive for failure to fully comply within stated timeframes. 2. Addenda The County reserves the right to amend this solicitation prior to the due date. Any change(s) to this solicitation will be conveyed through the written addenda process. Only written addenda will be binding. If a “must” addendum is issued, Vendor must follow instructions and submit required information, forms, or acknowledge addendum, as instructed therein. It is the responsibility of all potential Vendors to monitor the solicitation for any changing information, prior to submitting their response. B. Responsibility Criteria: Definition of a Responsible Vendor: In accordance with Section 21.8.b.64 of the Broward County Procurement Code, a Responsible Vendor means a Vendor who has the capability in all respects to perform the contract requirements, and the integrity and reliability which will assure good faith performance. The Selection or Evaluation Committee will recommend to the awarding authority a determination of a Vendor’s responsibility. At any time prior to award, the awarding authority may find that a Vendor is not responsible to receive a particular award. Failure to provide any of this required information and in the manner required may result in a recommendation by the Director of Purchasing that the Vendor is non-responsible. 4/30/2015 11:48 AM p. 4 Exhibit 1 5 of 101 Broward County Board of County Commissioners Bid R1324608P1 Below are standard responsibility criteria; refer to Special Instructions to Vendors, for Additional Responsibility Criteria requirement(s). 1. Litigation History a. All Vendors are required to disclose to the County all "material" cases filed, pending, or resolved during the last three (3) years prior to the solicitation response due date, whether such cases were brought by or against the Vendor, any parent or subsidiary of the Vendor, or any predecessor organization. A case is considered to be "material" if it relates, in whole or in part, to any of the following: i. A similar type of work that the vendor is seeking to perform for the County under the current solicitation; An allegation of negligence, error or omissions, or malpractice against the vendor or any of its principals or agents who would be performing work under the current solicitation; A vendor's default, termination, suspension, failure to perform, or improper performance in connection with any contract; The financial condition of the vendor, including any bankruptcy petition (voluntary and involuntary) or receivership; or A criminal proceeding or hearing concerning business-related offenses in which the vendor or its principals (including officers) were/are defendants. ii. iii. iv. v. b. For each material case, the Vendor is required to provide all information identified on the Litigation History Form. c. The County will consider a Vendor's litigation history information in its review and determination of responsibility. d. If the Vendor is a joint venture, the information provided should encompass the joint venture and each of the entities forming the joint venture. e. A Vendor is also required to disclose to the County any and all case(s) that exist between the County and any of the Vendor's subcontractors/subconsultants proposed to work on this project. f. Failure to disclose any material case, or to provide all requested information in connection with each such case, may result in the Vendor being deemed non-responsive. 2. Financial Information a. All Vendors are required to provide the Vendor's financial statements at the time of submittal in order to demonstrate the Vendor's financial capabilities. b. Each Vendor shall submit its most recent two years of financial statements for review. The financial statements are not required to be audited financial statements. The annual financial statements will be in the form of: i. ii. iii. Balance sheets, income statements and annual reports; or Tax returns; or SEC filings. c. If a Vendor has been in business for less than the number of years of required financial statements, then the Vendor must disclose all years that the Vendor has been in business, including any partial year-to-date financial statements. 4/30/2015 11:48 AM p. 5 Exhibit 1 6 of 101 Broward County Board of County Commissioners Bid R1324608P1 d. The County may consider the unavailability of the most recent year’s financial statements and whether the Vendor acted in good faith in disclosing the financial documents in its evaluation. e. Any claim of confidentiality on financial statements should be asserted at the time of submittal. Refer to Standard Instructions to Vendors, Public Records and Exemptions and to Submission of Sealed Submittals for instructions on submitting confidential financial statements. The Vendor’s failure to provide the information as instructed may lead to the information becoming public. f. Although the review of a Vendor's financial information is an issue of responsibility, the failure to either provide the financial documentation or correctly assert a confidentiality claim pursuant the Florida Public Records Law and the solicitation requirements (Public Record and Exemptions section) may result in a recommendation of non-responsiveness by the Director of Purchasing. 3. Authority to Conduct Business in Florida a. A Vendor must have the authority to transact business in the State of Florida and be in good standing with the Florida Secretary of State. For further information, contact the Florida Department of State, Division of Corporations. b. The County will review the Vendor’s business status based on the information provided in response to this solicitation. c. It is the Vendor’s responsibility to comply with all state and local business requirements. d. Vendor should list its active Florida Department of State Division of Corporations Document Number (or Registration No. for fictitious names) in the Vendor Questionnaire, Question No. 10. e. If a Vendor is an out-of-state or foreign corporation or partnership, the Vendor must obtain the authority to transact business in the State of Florida or show evidence of application for the authority to transact business in the State of Florida, upon request of the County. f. A Vendor that is not in good standing with the Florida Secretary of State at the time of a submission to this solicitation may be deemed non-responsible. g. If successful in obtaining a contract award under this solicitation, the Vendor must remain in good standing throughout the contractual period of performance. C. Additional Information and Certifications The following forms and supporting information (if applicable) should be returned with Vendor’s submittal. If not provided with submittal, the Vendor must submit within three business days of County’s request. Failure to timely submit may affect Vendor’s evaluation. 1. Vendor Questionnaire Vendor is required to submit detailed information on their firm. Refer to the Vendor Questionnaire and submit as instructed. 2. Standard Certifications Vendor is required to certify to the below requirements. Refer to the Standard Certifications and submit as instructed. a. Cone of Silence Requirement Certification b. Drug -Free Workplace Certification 4/30/2015 11:48 AM p. 6 Exhibit 1 7 of 101 Broward County Board of Bid R1324608P1 County Commissioners g c. Non-Collusion Certification d. Public Entities Crimes Certification e. Scrutinized Companies List Certification 3. Subcontractors/Subconsultants/Suppliers Requirement The Vendor shall submit a listing of all subcontractors, subconsultants, and major material suppliers, if any, and the portion of the contract they will perform. Vendors must follow the instructions included on the Subcontractors/Subconsultants/Suppliers Information Form and submit as instructed. D. Standard Agreement Language Requirements 1. The acceptance of or any exceptions taken to the terms and conditions of the County ’s Agreement shall be considered a part of a Vendor’s submittal and will be considered by the Selection or Evaluation Committee. 2. The applicable Agreement terms and conditions for this solicitation are indicated in the Special Instructions to Vendors. 3. Vendors are required to review the applicable terms and conditions and submit the Agreement Exception Form. If the Agreement Exception Form is not provided with the submittal, it shall be deemed an affirmation by the Vendor that it accepts the Agreement terms and conditions as disclosed in the solicitation. 4. If exceptions are taken, the Vendor must specifically identify each term and condition with which it is taking an exception. Any exception not specifically listed is deemed waived. Simply identifying a section or article number is not sufficient to state an exception. Provide either a redlined version of the specific change(s) or specific proposed alternative language. Additionally, a brief justification specifically addressing each provision to which an exception is taken should be provided. 5. Submission of any exceptions to the Agreement does not denote acceptance by the County. Furthermore, taking exceptions to the County’s terms and conditions may be viewed unfavorably by the Selection or Evaluation Committee and ultimately may impact the overall evaluation of a Vendor’s submittal. E. Insurance Requirements The Insurance Requirement Form reflects the insurance requirements deemed necessary for this project. It is not necessary to have this level of insurance in effect at the time of submittal, but it is necessary to submit certificates indicating that the Vendor currently carries the insurance or to submit a letter from the carrier indicating it can provide insurance coverages. F. Evaluation Criteria 1. The Selection or Evaluation Committee will evaluate Vendors as per the Evaluation Criteria. The County reserves the right to obtain additional information from a Vendor. 2. Vendor has a continuing obligation to inform the County in writing of any material changes to the information it has previously submitted. The County reserves the right to request additional information from Vendor at any time. 3. For Request for Proposals, the following shall apply: a. The Evaluation Criteria identifies points available; a total of 100 points is available. 4/30/2015 11:48 AM p. 7 Exhibit 1 8 of 101 Broward County Board of County Commissioners Bid R1324608P1 b. If the Evaluation Criteria includes a request for pricing, the total points awarded for price is determined by applying the following formula: (Lowest Proposed Price/Vendor’s Price) x (Maximum Number of Points for Price) = Price Score c. After completion of scoring, the County may negotiate pricing as in its best interest. 4. For Requests for Letters of Interest or Request for Qualifications, the following shall apply: a. The Selection or Evaluation Committee will create a short list of the most qualified firms. b. The Selection or Evaluation Committee will either: i. ii. Rank shortlisted firms; or If the solicitation is part of a two-step procurement, shortlisted firms will be requested to submit a response to the Step Two procurement. G. Demonstrations If applicable, as indicated in Special Instructions to Vendors, Vendors will be required to demonstrate the nature of their offered solution. After receipt of submittals, all Vendors will receive a description of, and arrangements for, the desired demonstration. A copy of the demonstration (hard copy, DVD, CD, flash drive or a combination of both) should be given to the Purchasing Agent at the demonstration meeting to retain in the Purchasing files. H. Presentations If applicable, as indicated in Special Instructions to Vendors, all Vendors that are found to be both responsive and responsible to the requirements of the solicitation will have an opportunity to make an oral presentation to the Selection or Evaluation Committee on the Vendor’s approach to this project and the Vendor’s ability to perform. The committee may provide a list of subject matter for the discussion. All Vendor’s will have equal time to present but the question-and-answer time may vary. I. Public Art and Design Program If indicated in Special Instructions to Vendors, Public Art and Design Program, Section 1-88, Broward County Code of Ordinances, applies to this project. It is the intent of the County to functionally integrate art, when applicable, into capital projects and integrate artists’ design concepts into this improvement project. The Vendor may be required to collaborate with the artist(s) on design development within the scope of this request. Artist(s) shall be selected by Broward County through an independent process. For additional information, contact the Broward County Cultural Division. J. Committee Appointment The Cone of Silence shall be in effect for County staff at the time of the Selection or Evaluation Committee appointment and for County Commissioners and Commission staff at the time of the Shortlist Meeting of the Selection Committee or the Initial Evaluation Meeting of the Evaluation Committee. The committee members appointed for this solicitation are available on the Purchasing Division’s website under Committee Appointment. K. Committee Questions, Request for Clarifications, Additional Information At any committee meeting, the Selection or Evaluation Committee members may ask questions, 4/30/2015 11:48 AM p. 8 Exhibit 1 9 of 101 Broward County Board of Bid R1324608P1 County Commissioners y g y q request clarification, or require additional information of any Vendor’s submittal or proposal. It is highly recommended Vendors attend to answer any committee questions (if requested) including a representative of the Vendor that has the authority to bind. Vendor’s answers may impact evaluation (and scoring, if applicable). Upon written request to the Purchasing Agent prior to the meeting, a conference call number will be made available for Vendors to participate via teleconference. Only Vendors that are found to be both responsive and responsible to the requirements of the solicitation are requested to participate in a final (or presentation) Selection or Evaluation committee meeting. L. Vendor Questions Any questions concerning the instructions, specifications, or requirements of this solicitation shall be directed in writing to the Purchasing Division by the deadline listed in the solicitation. Vendors should submit questions regarding this solicitation through the “Q&A” section on BidSync. Questions will be routed to the Purchasing Agent for review; answers will be posted through BidSync or through an addendum issued through BidSync. No interpretation(s) shall be considered binding unless provided to all Vendors in writing. M. Public Records and Exemptions 1. Broward County is a public agency subject to Chapter 119, Florida Statutes. Upon receipt, all response submittals become "public records" and shall be subject to public disclosure consistent with Chapter 119, Florida Statutes. 2. Any Vendor that intends to assert any materials to be exempted from public disclosure under Chapter 119, Florida Statutes must submit the document(s) in a separate document labeled "Name of Vendor, Attachment to Proposal Package, Solicitation No. # - Confidential Matter." The Vendor must identify the specific statute and subsection that authorizes the exemption from the Public Records law. CD/DVD discs or flash drives included in the submittal must also comply with this requirement and separate any files claimed to be confidential. 3. Failure to provide this information at the time of submittal and in the manner required above may result in a recommendation by the Director of Purchasing that the Vendor is nonresponsive. 4. Except for the materials submitted in compliance with the forgoing, any claim of confidentiality on materials that the Vendor asserts to be exempt and placed elsewhere in the submittal will be considered waived by the Vendor. 5. Submitting confidential material may impact full discussion of your submittal by the Selection or Evaluation Committee because the Committee will be unable to talk about the details of the confidential material(s) at the public Sunshine meeting. N. Copyrighted Materials Copyrighted material is not exempt from the Public Records Law, Chapter 119, Florida Statutes. Copyrighted material will be accepted as part of a submittal only if accompanied by a waiver that will allow the County to make paper and electronic copies necessary for the use of County staff and agents. Therefore, such material will be subject to viewing by the public, but copies of the material will not be provided to the public. O. State and Local Preferences If the solicitation involves a federally funded project where the fund requirements prohibit the use of state and/or local preferences, such preferences contained in the Local Preference Ordinance 4/30/2015 11:48 AM p. 9 Exhibit 1 10 of 101 Broward County Board of Bid R1324608P1 p p County Commissioners and Broward County Procurement Code will not be applied in the procurement process. P. Local Preference Except where otherwise prohibited by federal or state law or other funding source restrictions, a local Vendor whose submittal is within 5% of the highest total ranked Vendor outside of the preference area will become the Vendor with whom the County will proceed with negotiations for a final contract. Refer to Local Vendor Certification Form (Preference and Tiebreaker) for further information. Q. Tiebreaker Criteria In accordance with Section 21.31.d of the Broward County Procurement Code, the tiebreaker criteria shall be applied based upon the information provided in the Vendor's response to the solicitation. In order to receive credit for any tiebreaker criterion, complete and accurate information must be contained in the Vendor’s submittal. 1. Local Vendor Certification Form (Preference and Tiebreaker); 2. Domestic Partnership Act Certification (Requirement and Tiebreaker); 3. Tiebreaker Criteria Form: Volume of Work Over Five Years R. Posting of Solicitation Results and Recommendations The Broward County Purchasing Division's website is the location for the County's posting of all solicitations and contract award results. It is the obligation of each Vendor to monitor the website in order to obtain complete and timely information. S. Review and Evaluation of Responses A Selection or Evaluation Committee is responsible for recommending the most qualified Vendor(s). The process for this procurement may proceed in the following manner: 1. The Purchasing Division delivers the solicitation submittals to agency staff for summarization for the committee members. Agency staff prepares a report, including a matrix of responses submitted by the Vendors. This may include a technical review, if applicable. 2. Staff identifies any incomplete responses. The Director of Purchasing reviews the information and makes a recommendation to the Selection or Evaluation Committee as to each Vendor’s responsiveness to the requirements of the solicitation. The final determination of responsiveness rests solely on the decision of the committee. 3. At any time prior to award, the awarding authority may find that a Vendor is not responsible to receive a particular award. The awarding authority may consider the following factors, without limitation: debarment or removal from the authorized Vendors list or a final decree, declaration or order by a court or administrative hearing officer or tribunal of competent jurisdiction that the Vendor has breached or failed to perform a contract, claims history of the Vendor, performance history on a County contract(s), an unresolved concern, or any other cause under this code and Florida law for evaluating the responsibility of an Vendor. T. Vendor Protest Sections 21.118 and 21.120 of the Broward County Procurement Code set forth procedural requirements that apply if a Vendor intends to protest a solicitation or proposed award of a contract and state in part the following: 1. Any protest concerning the solicitation or other solicitation specifications or requirements 4/30/2015 11:48 AM p. 10 Exhibit 1 11 of 101 Broward County Board of Bid R1324608P1 County Commissioners yp g p q must be made and received by the County within seven business days from the posting of the solicitation or addendum on the Purchasing Division’s website. Such protest must be made in writing to the Director of Purchasing. Failure to timely protest solicitation specifications or requirements is a waiver of the ability to protest the specifications or requirements. 2. Any protest concerning a solicitation or proposed award above the award authority of the Director of Purchasing, after the RLI or RFP opening, shall be submitted in writing and received by the Director of Purchasing within five business days from the posting of the recommendation of award for Invitation to Bids or the final recommendation of ranking for Request for Letters of Interest and Request for Proposals on the Purchasing Division's website. 3. Any actual or prospective Vendor who has a substantial interest in and is aggrieved in connection with the proposed award of a contract which does not exceed the amount of the award authority of the Director of Purchasing, may protest to the Director of Purchasing. The protest shall be submitted in writing and received within three (3) business days from the posting of the recommendation of award for Invitation to Bids or the final recommendation of ranking for Request for Letters of Interest and Request for Proposals on the Purchasing Division's website. 4. For purposes of this section, a business day is defined as Monday through Friday between 8:30 a.m. and 5:00 p.m. Failure to timely file a protest within the time prescribed for a proposed contract award shall be a waiver of the Vendor's right to protest. 5. Protests arising from the decisions and votes of a Selection or Evaluation Committee shall be limited to protests based upon the alleged deviations from established committee procedures set forth in the Broward County Procurement Code and existing written guidelines. Any allegations of misconduct or misrepresentation on the part of a competing Vendor shall not be considered a protest. 6. As a condition of initiating any protest, the protestor shall present the Director of Purchasing a nonrefundable filing fee in accordance with the table below. Estimated Contract Amount $30,000 - $250,000 $250,001 - $500,000 $500,001 - $5 million Over $5 million Filing Fee $ 500 $1,000 $3,000 $5,000 If no contract proposal amount was submitted, the estimated contract amount shall be the County’s estimated contract price for the project. The County may accept cash, money order, certified check, or cashier ’s check, payable to Broward County Board of Commissioners. U. Right of Appeal Pursuant to Section 21.83.d of the Broward County Procurement Code, any Vendor that has a substantial interest in the matter and is dissatisfied or aggrieved in connection with the Selection or Evaluation Committee’s determination of responsiveness may appeal the determination pursuant to Section 21.120 of the Broward County Procurement Code. 1. The appeal must be in writing and sent to the Director of Purchasing within ten (10) calendar days of the determination by the Selection or Evaluation Committee to be deemed timely. 2. As required by Section 21.120, the appeal must be accompanied by an appeal bond by a 4/30/2015 11:48 AM p. 11 Exhibit 1 12 of 101 Broward County Board of Bid R1324608P1 County Commissioners q y pp p y pp y Vendor having standing to protest and must comply with all other requirements of this section. 3. The institution and filing of an appeal is an administrative remedy to be employed prior to the institution and filing of any civil action against the County concerning the subject matter of the appeal. V. Rejection of Responses The Selection or Evaluation Committee may recommend rejecting all submittals as in the best interests of the County. The rejection shall be made by the Director of Purchasing, except when a solicitation was approved by the Board, in which case the rejection shall be made by the Board. W. Negotiations The County intends to conduct the first negotiation meeting no later than two weeks after approval of the final ranking as recommended by the Selection or Evaluation Committee. At least one of the representatives for the Vendor participating in negotiations with the County must be authorized to bind the Vendor. In the event that the negotiations are not successful within a reasonable timeframe (notification will be provided to the Vendor) an impasse will be declared and negotiations with the first-ranked Vendor will cease. Negotiations will begin with the next ranked Vendor, etc. until such time that all requirements of Broward County Procurement Code have been met. 4/30/2015 11:48 AM p. 12 Exhibit 1 13 of 101 Broward County Board of County Commissioners Bid R1324608P1 Special Instructions to Vendors Broward County’s Representative for Convention Center Expansion and Headquarters Hotel Vendors are instructed to read and follow the instructions carefully, as any misinterpretation or failure to comply with instructions may lead to a Vendor’s submittal being rejected. A. Additional Responsiveness Criteria: In addition to the requirements set forth in the Standard Instructions to Vendors, the following criteria shall also be evaluated in making a determination of responsiveness: 1. Licensing – in order to be considered a responsive Vendor for the scope of work, the Vendor shall possess the following licenses (including any specified State registration, if applicable) at the time of submittal: The Prime must possess a Florida Certified General Contractor license or Registered Architect or Professional Engineer license. The Team must possess the following licenses or certifications: Licenses: Certified General Contractor (State of Florida) Registered Architect (State of Florida) Registered Landscape Architect (State of Florida) Professional Engineers (State of Florida) Professional Land Surveyor (State of Florida) Certifications: LEED AP BD+C Commissioning Agent (CSx) Proof of required licensing or certification should be submitted with RFP submittal; if not included, it must be submitted within five (5) business days after request by the County. A Joint Venture is required to provide evidence with its response that the Joint Venture, or at least one of the Joint Venture partners, holds the specified license, if applicable, as per Special Instructions to Vendors, issued either by the State of Florida or Broward County. If not submitted with its response, the Joint Venture is required to provide evidence prior to contract execution that the Joint Venture holds the specified license issued either by the State of Florida or Broward County. B. Additional Responsibility Criteria: In addition to the requirements set forth in the Standard Instructions to Vendors, the following criteria shall also be evaluated in making a determination of responsibility: 1. Office of Economic and Small Business Development Program This solicitation has the following County Business Enterprise Goals: 15.5 % CBE Goals. Vendors must follow the instructions included in the Office of Economic and Small Business Development Requirements section and submit all required forms and information as instructed. 4/30/2015 11:48 AM p. 13 Exhibit 1 14 of 101 Broward County Board of County Commissioners Bid R1324608P1 The CBE goal established for this project will be applicable to the entire agreement, including amendments on the total project, with the exception of Phase I. In response to this Step One solicitation, Vendor should submit a Contractor Assurance Statement on company letterhead, signed by the owner or authorized company representative, affirming that company will comply with the County’s non-discrimination policy, acknowledge the percentage goal established on the project and, agree to engage in good faith effort solicitation of approved Broward County Small Business Development Program firms to achieve the project goals stated Special Instructions to Vendors. C. Standard Agreement Language Requirements: The applicable Agreement terms and conditions for this solicitation are included in this solicitation packet labeled “Draft Phased Agreement for Broward County’s Representative Services for Convention Center Expansion and Headquarters Hotel.” Refer to Standard Instructions for Vendors and the requirements to review the applicable terms and conditions (and submission of the Agreement Exception Form). D. Presentations: Applies to this solicitation. Refer to Standard Instructions to Vendors for additional information and requirements. E. Procurement Authority: Pursuant to Section 21.32, Competitive Sealed Proposals, of the Broward County Procurement Code. F. Project Funding Source - this project is funded in whole or in part by: County Funds G. Projected Schedule: Initial Shortlisting or Evaluation Meeting (Sunshine Meeting): TBD Final Evaluation Meeting (Sunshine Meeting): TBD Check this website for any changes to the above tentative schedule for Sunshine Meetings: http://www.broward.org/Commission/Pages/SunshineMeetings.aspx. H. Project Manager Information: Project Manager: Jack Shim, Project Manager IV, Construction Management Division, Public Works Department Email: jshim@broward.org Vendors are requested to submit questions regarding this solicitation through the “Q&A” section on BidSync; answers are posted through BidSync. I. Submittal Instructions: 1. Vendor should submit ten (10) total printed copies (hard copies) of its response and ten (10) CDs or flash drives of its response. Do Not Submit Electronic Copies Through BidSync. 2. Vendor should provide Evaluation Criteria responses in both Microsoft Word and PDF formats. 4/30/2015 11:48 AM p. 14 Exhibit 1 15 of 101 Broward County Board of County Commissioners Bid R1324608P1 3. Vendor must refer to Submission of Sealed Submittals for detailed submittal instructions. J. Conflict of Interest: The following Conflict of Interest Statement shall apply to services performed related to the Broward County Convention Center Expansion and Headquarters Hotel: 1. It is a conflict for a Vendor, or any Affiliate or subconsultant/subcontractor on any tier, providing any professional design services to perform any Broward County’s Representative for Convention Center Expansion and Headquarters Hotel services for the County on any construction work that is based upon the Vendor’s own design. 2. It is a conflict for a Vendor, or any Affiliate or subconsultant/subcontractor on any tier, providing any professional design services to perform any Quality Assurance Materials Testing (QAMT) related to the Vendor’s work. 3. It is a conflict for a Vendor, or any Affiliate or subconsultant/subcontractor on any tier, providing any professional design services to perform any Laboratory Testing, LEED services, Threshold Inspection services or Preconstruction services related to the Vendor’s work. For purposes of this Conflict of Interest Statement, an entity will be considered an Affiliate of another entity, if the entity has the power to control, or is controlled by another entity, or an identity of interest exists between the entity and another entity. In determining whether there is an identity of interest or whether an entity is an Affiliate of another entity, common ownership, common management, common control, and contractual relationships (to the extent they demonstrate Affiliate status), as well as other factors may be considered by the County. The County reserves the right to evaluate potential conflicts of interest that could, from the County's perspective, present a conflict in the performance of this Project. Further, the County reserves the right, in its sole discretion, to render final decisions on the eligibility of a particular respondent to a County solicitation to be considered for an award of a contract, in a manner that is consistent with the County's best interest. 4/30/2015 11:48 AM p. 15 Exhibit 1 16 of 101 Broward County Board of County Commissioners Bid R1324608P1 Evaluation Criteria Broward County’s Representative for Convention Center Expansion and Headquarters Hotel 1. Ability of Professional Personnel: 1.1 Describe the qualifications and relevant experience of the Broward County’s Representative for Convention Center Expansion and Headquarters Hotel and all key personnel that are intended to be assigned to this project. Include resumes for all key personnel described. Include the qualifications and relevant experience of all subconsultants’ key personnel to be assigned to this project. a) Describe knowledge and experience in convention center and hotel project management, construction management, urban redevelopment, financing, ground lease terms, planning, design, construction, project electronic filing, maintenance systems/processes, operations and maintenance. b) Describe experience and provide specific examples of developing and implementing partnership agreements for convention center and hotel projects, and any other similar type projects working with a Developer to support developments as described in the Scope of Work. The support will be in the parking, open areas, waterfront, retail, entertainment and other mixed-use developments. c) Describe experience and provide specific examples of project management/construction management services related to successful Development Review Impact (DRI) documents, land use, zoning and jurisdictional reviews and processes. Identify role in the provided examples. d) Describe familiarity with issues and conditions for convention center operations, port operations, tenant operations, urban scale projects, infrastructure, intermodal transportation, parking, security and any other key issues. e) Describe the team’s experience in the fields of construction management, architecture, engineering, and any other professional activity. 1.2 For all identified prime and subcontractors’ key personnel, identify the address of the office where the cited key personnel are physically located. Include an Organizational Chart showing how prime’s key personnel and subconsultants will be utilized for the fulfillment of the scope of work. 1.3 Provide a list of the Team’s key personnel who possess the required licenses and certifications. List by license requirement (or certification), then by individual’s name, firm name, and license/certification number (if applicable). Licenses: Certified General Contractor (State of Florida) Registered Architect (State of Florida) Registered Landscape Architect (State of Florida) Professional Engineers (State of Florida) Professional Land Surveyor (State of Florida) 4/30/2015 11:48 AM p. 16 Exhibit 1 17 of 101 Broward County Board of County Commissioners Bid R1324608P1 Certifications: LEED AP BD+C Commissioning Agent (CSx) Points Value: 35 2. Project Approach: Describe the prime Vendor’s approach to the project. Include how the prime Vendor will use subconsultants in the project. Include a project planning narrative outlining the use of various subconsultants throughout the project. Describe how your team could provide the following services: a. General Contractor/ Broward County’s Representative – budgeting and scheduling b. Architectural peer reviews c. Engineering services – MEP (mechanical, electrical, plumbing), Civil, Structural, Environmental, Land Surveyor, Landscape Architect d. Testing and Inspection services e. Cost projections for design and construction activities f. LEED AP and Commissioning (CSX) g. Land Planning, zoning, DRI, site plan and other jurisdictional approvals h. Value Engineering i. Constructability Reviews j. Building Information Modeling and/or virtual design and construction Points Value: 25 3. Past Performance: Describe prime Vendor’s construction management experience over the past ten (10) years on projects of similar nature, scope and duration, and provide evidence of satisfactory completion and whether the project was completed both on time and within budget for the types of projects identified below: a. Headquarters hotel projects: AAA rated 4-Diamond full service hotels with approximately 500 rooms or larger. b. Convention center projects For both (a) and (b), please indicate whether the project was a new construction/facility, an expansion or a major renovation project. Vendor should also identify any of the following elements in describing construction management experience of above projects (i and ii) in projects listed: i. ii. iii. iv. v. 4/30/2015 11:48 AM Large facility or arena projects; Parking facilities; Retail projects; Urban development infrastructure. Other elements including but not limited to waterfront developments, mixed-used projects, or constrained site work. p. 17 Exhibit 1 18 of 101 Broward County Board of County Commissioners Bid R1324608P1 For each of the projects, identify the following information: c. Did the project use Building Information Modeling (BIM) d. Did the project attain LEED certification (indicate level if achieved), or was it in accordance with LEED. Provide references for a minimum of three projects listing contact name, email, phone and address. Vendor should provide references for similar work performed to show evidence of qualifications and previous experience. Only provide references for non-Broward County Board of County Commissioners contracts. For Broward County contracts, the County will review performance evaluations in its database for vendors with previous or current contracts with the County. The County considers references and performance evaluations in the evaluation of Vendor’s past performance. Points Value: 25 4. Location: Refer to Vendor’s Business Location Attestation Form and submit as instructed. Points Value: 5 A Vendor with a principal place of business location (also known as the nerve center) within Broward County for the last six months, prior to the solicitation submittal, will receive five points; a Vendor not meeting all of the local business requirements will receive zero points. The following applies for a Vendor responding as a Joint Venture (JV): if a member of the JV has 51% or more of the equity and meets all of the local business requirements, the JV will receive three points; if a member of the JV has 30 to 50% of the equity and meets all of the local business requirements, the JV will receive two points; and if a member of the JV has 10% to 29% of the equity and meets all of the local business requirements, the JV will receive one point. 5. Workload of the Firm: For the prime Vendor only, list all completed and active projects that Vendor has managed within the past five years. In addition, list all projects that Vendor will be working on in the near future. Identified projects will be defined as a project(s) that Vendor is awarded a contract but the Notice to Proceed has not been issued. Identify any projects that Vendor worked on concurrently. Describe Vendor’s approach in managing these projects. Were there or will there be any challenges for any of the listed projects? If so, describe how Vendor dealt or will deal with the projects’ challenges. Points Value: 5 6. Willingness to Meet Time and Budget Requirements: In general, please explain your firm’s approach in meeting “project specific” time and budget requirements and indicate whether your firm is committed to meet these requirements when identified under this contract. Points Value: 2 7. Volume of Previous Work: Refer to Volume of Previous Work Attestation Form and the Volume of Previous Work Attestation Joint Venture Form and submit as instructed. 4/30/2015 11:48 AM p. 18 Exhibit 1 19 of 101 Broward County Board of County Commissioners Bid R1324608P1 Points Value: 3 The calculation for Volume of Previous Work is all amounts paid to the prime Vendor by Broward County Board of County Commissioners at the time of the solicitation opening date within a five-year timeframe. The calculation of Volume of Previous Work for a prime Vendor previously awarded a contract as a member of a Joint Venture firm is based on the actual equity ownership of the Joint Venture firm. Three points will be allocated to Vendors paid $0 $3,000,000); 2 Points will be allocated to Vendors paid $3,000,001 - $7,500,000; 1 Point will be allocated to Vendors paid $7,500,001 - $10,000,000; 0 Points will be allocated to Vendors paid over $10,000,000). Payments for prime Vendor will be verified by the Purchasing Division. 4/30/2015 11:48 AM p. 19 Exhibit 1 20 of 101 Broward County Board of County Commissioners Bid R1324608P1 PHASED AGREEMENT BETWEEN BROWARD COUNTY AND FIRM’S NAME _________________________________ FOR BROWARD COUNTY’S REPRESENTATIVE SERVICES FOR BROWARD COUNTY CONVENTION CENTER EXPANSION AND HEADQUARTERS HOTEL (RFP No. R1324608P1) 4/30/2015 11:48 AM p. 20 Exhibit 1 21 of 101 Broward County Board of County Commissioners Bid R1324608P1 INDEX ARTICLE PAGE 1 DEFINITIONS AND IDENTIFICATIONS ........................................................................ 3 2 PREAMBLE……………………………………………………………………………………. 4 3 SCOPE OF SERVICES ................................................................................................ 4 4 TIME FOR PERFORMANCE; DEVELOPER DAMAGES ............................................. 5 5 COMPENSATION .......................................................................................................... 7 6 OPTIONAL AND ADDITIONAL SERVICES AND CHANGES IN SCOPE OF SERVICES .................................................................................................................. 12 7 COUNTY’S RESPONSIBILITIES ................................................................................. 14 8 INSURANCE ................................................................................................................ 15 9 EEO AND CBE COMPLIANCE ................................................................................... 16 10 MISCELLANEOUS ...................................................................................................... 19 EXHIBIT "A" SCOPE OF SERVICES Attachment 1: Project Schedule Attachment 2: Electronic Media Submittal Requirements Attachment 2A: BIM Standards of Care Attachment 3: Architectural Program Attachment 4: Preliminary Project Budget EXHIBIT "B" SALARY COSTS AMENDED EXHIBIT "B" SALARY COSTS EXHIBIT "C" LETTERS OF INTENT EXHIBIT "C-1" SCHEDULE OF SUBCONSULTANT PARTICIPATION EXHIBIT "D" INSURANCE CERTIFICATE EXHIBIT "E" CONTRACTORS LETTER OF ASSURANCE (CBE) BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 2 of 32 4/30/2015 11:48 AM p. 21 Exhibit 1 22 of 101 Broward County Board of County Commissioners Bid R1324608P1 This is a Phased Agreement ("Agreement"), made and entered into by and between Broward County, a political subdivision of the State of Florida ("County") and ________________________________, a _____ corporation ("Broward County’s Representative") (collectively referred to as the "Parties"). IN CONSIDERATION of the mutual terms, conditions, promises, covenants, and payments hereinafter set forth, the Parties agree as follows: ARTICLE 1. DEFINITIONS AND IDENTIFICATIONS For purposes of this Agreement, reference to one gender shall include the other, use of the plural shall include the singular, and use of the singular shall include the plural. The following definitions and identifications set forth below apply unless the context in which the word or phrase is used requires a different definition: 1.1 Board: The Board of County Commissioners of Broward County, Florida, which is the governing body of the Broward County government created by the Broward County Charter. 1.2 Contract Administrator: The Director of Construction Management Division, or Assistant Director of Construction Management Division, who is the representative of the County concerning the Project. In the administration of this Agreement, as contrasted with matters of policy, all parties may rely upon instructions or determinations made by the Contract Administrator; provided, however, that such instructions and determinations do not change the Scope of Services. 1.3 County Administrator: The administrative head of County pursuant to Sections 3.02 and 3.03 of the Broward County Charter. 1.4 County Attorney: The chief legal counsel for County who directs and supervises the Office of the County Attorney pursuant to Section 2.10 of the Broward County Charter. 1.5 County Business Enterprise or "CBE": A small business located in Broward County, Florida, which meets the criteria and eligibility requirements of Broward County's CBE Program and must be certified by Broward County's Office of Economic and Small Business Development. 1.6 Developer: An entity comprised of a team of professionals including but not limited to contractors, construction managers, design professionals, financing professionals, operations and maintenance professionals who will be responsible for providing the County with a turn-key project as described in the Scope of Work. 1.7 Notice To Proceed: A written authorization to proceed with the Project, phase, or task thereof, issued by the Contract Administrator. BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 3 of 32 4/30/2015 11:48 AM p. 22 Exhibit 1 23 of 101 Broward County Board of County Commissioners Bid R1324608P1 1.8 Broward County’s Representative: means the firm retained by the County to provide a broad range of construction management services on the Project. 1.9 Project: Broward County Convention Center Expansion and Headquarters Hotel as described in Article 3 and Exhibit “A”, Scope of Services. 1.10 Subconsultant: A firm, partnership, corporation, independent Construction Project Manager (including 1099 individuals), or combination thereof providing services to the County through the Broward County’s Representative for all or any portion of the advertised work or who furnishes skills or materials worked into a special design according to the plans and specifications for such work, but not those who merely furnish equipment or materials required by the plans and specifications. ARTICLE 2. PREAMBLE In order to establish the background, context, and frame of reference for this Agreement and to generally express the objectives and intentions of the respective parties hereto, the following statements, representations, and explanations shall be accepted as predicates for the undertakings and commitments included within the provisions which follow and may be relied upon by the parties as essential elements of the mutual considerations upon which this Agreement is based. 2.1 County has budgeted funds for the Project. This Project is funded with capital funds. (County, U.S. Housing & Urban Development, Block Grant, etc.) 2.2 Negotiations pertaining to the services to be performed by Broward County’s Representative were undertaken with Broward County’s Representative, and this Agreement incorporates the results of such negotiations. ARTICLE 3. SCOPE OF SERVICES 3.1 The Broward County’s Representative shall provide owner’s representative services to assist the County in the selection of a developer who may enter into an agreement or agreements with the County for this project. Broward County’s Representative services shall consist of multiple phases set forth in Exhibit A, attached hereto and made a part hereof, and shall include architectural, civil, structural, mechanical, and electrical engineering, services, estimating, financing analyses, scheduling and other professional, design services or otherwise, as applicable for the Project. Broward County’s Representative shall provide all services as set forth in Exhibit A including all necessary, incidental, and related activities and services required by the Scope of Services and contemplated in Broward County’s Representative level of effort. The agreement is a deliberately phased agreement. Future phases may be added pursuant to Article 6 or by amendment to the Agreement. BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 4 of 32 4/30/2015 11:48 AM p. 23 Exhibit 1 24 of 101 Broward County Board of County Commissioners Bid R1324608P1 3.2 The Scope of Services does not delineate every detail and minor work task required to be performed by Broward County’s Representative to complete the Project. If, during the course of the performance of the services included in this Agreement, Broward County’s Representative determines that work should be performed to complete the Project which is in Broward County’s Representative's opinion outside the level of effort originally anticipated, whether or not the Scope of Services identifies the work items, Broward County’s Representative shall notify Contract Administrator in writing in a timely manner before proceeding with the work. If Broward County’s Representative proceeds with said work without notifying the Contract Administrator, said work shall be deemed to be within the original level of effort, whether or not specifically addressed in the Scope of Services. Notice to Contract Administrator does not constitute authorization or approval by County to Broward County’s Representative to perform the work. Performance of work by Broward County’s Representative outside the originally anticipated level of effort without prior written County approval is at Broward County’s Representative sole risk. 3.3 Exhibit A is for services related to the Project and that additional negotiations will be required for subsequent phases or for additional services except as otherwise provided herein. County and Broward County’s Representative may negotiate additional scopes of services, compensation, time of performance, and other related matters for future phases of Project. If County and Broward County’s Representative cannot contractually agree, County shall have the right to immediately terminate negotiations at no cost to County and procure services for future Project phases from another source. 3.4 Broward County’s Representative shall pay its subconsultants, CBE subconsultants and suppliers, within fifteen (15) days following receipt of payment from County for such subcontracted work or supplies. Broward County’s Representative agrees that if it withholds an amount as retainage from subconsultants, or suppliers that it will release such retainage and pay same within fifteen (15) days following receipt of payment of retained amounts from County. ARTICLE 4. TIME FOR PERFORMANCE; DEVELOPER DAMAGES; LIQUIDATED DAMAGES 4.1 Broward County’s Representative shall perform the services described in Exhibit A within the time periods specified in the Project Schedule included in Exhibit A; said time periods shall commence from the date of the Notice to Proceed for such services. 4.2 Prior to beginning the performance of any services under this Agreement, Broward County’s Representative must receive a Notice to Proceed. Broward County’s Representative must receive a Notice to Proceed from the Contract Administrator prior to beginning the performance of services in any subsequent phases of this Agreement. Prior to granting approval for Broward County’s Representative to proceed to a subsequent phase, the Contract Administrator may, at his or her sole option, require BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 5 of 32 4/30/2015 11:48 AM p. 24 Exhibit 1 25 of 101 Broward County Board of County Commissioners Bid R1324608P1 Broward County’s Representative to submit the itemized deliverables and documents identified in Exhibit A for the Contract Administrator's review. 4.3 In the event Broward County’s Representative is unable to complete the above services because of delays resulting from untimely review by County or other governmental authorities having jurisdiction over the Project, and such delays are not the fault of Broward County’s Representative, or because of delays which were caused by factors outside the control of Broward County’s Representative, County shall grant a reasonable extension of time for completion of the services and shall provide reasonable compensation, if appropriate. It shall be the responsibility of Broward County’s Representative to notify the Contract Administrator promptly in writing whenever a delay in approval by a governmental agency is anticipated or experienced, and to inform the Contract Administrator of all facts and details related to the delay. 4.4 In the event Developer fails to substantially complete the Project on or before the substantial completion date specified in its agreement with County or if Developer is granted an extension of time beyond said substantial completion date, and Broward County’s Representative services are extended beyond the substantial completion date, through no fault of Broward County’s Representative, Broward County’s Representative shall be compensated in accordance with Article 5 for all services rendered by Broward County’s Representative beyond the substantial completion date. 4.5 In the event Developer fails to substantially complete the Project on or before the substantial completion date specified in its agreement with County, and the failure to substantially complete is caused in whole or in part by Broward County’s Representative, then Broward County’s Representative shall pay to County its proportional share of any claim or damages to Developer arising out of the delay. By reference hereto, the provisions for the computation of delay costs/damages and any amounts included therein, whether direct or indirect, in the agreement between the Developer and County are incorporated herein. This provision shall not affect the rights and obligations of either party as set forth in Section 10.7, Indemnification of County. 4.6 NOT USED. 4.7 In the event services are scheduled to end due to the expiration of this Agreement, the Broward County’s Representative agrees that it shall continue service upon the request of the Contract Administrator. The extension period shall not extend for greater than three months beyond the term of the Agreement. The Broward County’s Representative shall be compensated for the service at the rate in effect when the extension is invoked by the County upon the same terms and conditions as contained in this Agreement as amended. The Purchasing Director shall notify Broward County’s Representative of an extension authorized herein by written notice delivered prior to the end of the term of the Agreement. ARTICLE 5. COMPENSATION AND METHOD OF PAYMENT 5.1 AMOUNT AND METHOD OF COMPENSATION BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 6 of 32 4/30/2015 11:48 AM p. 25 Exhibit 1 26 of 101 Broward County Board of County Commissioners Bid R1324608P1 5.1.1 Maximum Amount Not-To-Exceed Compensation. Compensation to Broward County’s Representative for the performance of Basic Services identified in Exhibit A as payable on a "Maximum Amount Not-To-Exceed" basis, and as otherwise required by this Agreement, shall be based upon the Salary Costs as described in Section 5.2 up to a maximum amount not-to-exceed of $ . Broward County’s Representative shall perform all services designated as Maximum Amount Not-To-Exceed set forth herein for total compensation in the amount of or less than that stated above. 5.1.2 Lump Sum Compensation. Compensation to Broward County’s Representative for the performance of all Basic Services identified in Exhibit A as payable on a “Lump Sum” basis, and as otherwise required by this Agreement, shall be not more than a total lump sum of $___________. 5.1.3 Optional Services. County has established an amount of $___________ for potential Optional Services which may be utilized pursuant to Article 6. Unused amounts of these Optional Services monies shall be retained by County. A Work Authorization for Optional Services shall specify the method of payment, Maximum Amount Not-To-Exceed, Lump Sum or combination thereof, applicable to that Work Authorization. 5.1.4 Reimbursable Expenses. County has established a maximum amount notto-exceed of $___________ for potential reimbursable expenses which may be utilized pursuant to Section 5.3. Unused amounts of those monies established for reimbursable expenses shall be retained by County. 5.1.5 Salary Rate. The maximum hourly rates payable by County for each of Broward County’s Representative's employee categories are shown on Exhibit B and are further described in Section 5.2. County shall not pay Broward County’s Representative any additional sum for reimbursable expenses, additional or optional services, if any, unless otherwise stated in Section 5.3 and Article 6. If, for services designated as payable on a Maximum Amount Not-To-Exceed, Broward County’s Representative has "lump sum" agreements with any subconsultant(s), then Broward County’s Representative shall bill all "lump sum" subconsultant fees with no "markup." Likewise, Broward County’s Representative shall bill, with no mark-up, all maximum not to exceed subconsultant fees using the employee categories for Salary Costs on Exhibit B as defined in Section 5.2 and Reimbursables defined in Section 5.3. All subconsultant(s) fees shall be billed in the actual amount paid by Broward County’s Representative. 5.1.6 Phased Payments. Payments for Basic Services shall be paid out pursuant to the project phasing specified in Exhibit A and in accordance with the BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 7 of 32 4/30/2015 11:48 AM p. 26 Exhibit 1 27 of 101 Broward County Board of County Commissioners Bid R1324608P1 percentage amount set forth below. The retainage amount set forth in Section 5.5 shall be applied to the percentage amount for each phase stated herein. Project Phase Fee % Fee Amount/Phase Phase I – Step III (Procurement process) Review and analysis % $_________ Phase II – Pre-development Agreement Phase % $ _________ Phase III – Developer’s Agreement Phase % $ _________ % $_________ Total Fee 5.1.7 The dollar limitation set forth in Sections 5.1 is a limitation upon, and describes the maximum extent of, County's obligation to Broward County’s Representative, but does not constitute a limitation, of any sort, upon Broward County’s Representative's obligation to incur such expenses in the performance of services hereunder. 5.2 SALARY COSTS: The term Salary Costs as used herein shall mean the hourly rate actually paid to all personnel engaged directly on the Project, as adjusted by an overall multiplier which consists of the following: 1) a fringe benefits factor; 2) an overhead factor; and 3) an operating profit margin as set forth on Exhibit B. Said Salary Costs are to be used only for time directly attributable to the project. Fringe benefit and overhead factors shall be certified by an independent certified public accountant in accordance with the Federal Acquisition Regulation (“FAR”) guidelines. Said certification shall be dated within one hundred eighty (180) days after Broward County’s Representative most recently completed fiscal year. If the certification for the most recently completed fiscal year is not available at the time of contracting, the certification shall be provided when it becomes available; provided however, Broward County’s Representative certifies that the rates and factors set forth herein are accurate, complete, and consistent with the FAR guidelines at the time of contracting. If applicable, Exhibit B shall be modified to reflect any reduction in the FAR audited overhead and fringe benefit rates from the rates provided at the time of contracting. The modified Exhibit B shall be effective retroactive to the date of execution of the Agreement, and if applicable, the Broward County’s Representative shall reimburse the County for any overbilling. 5.2.1 Broward County’s Representative shall require all of its subconsultants to comply with the requirements of Section 5.2. BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 8 of 32 4/30/2015 11:48 AM p. 27 Exhibit 1 28 of 101 Broward County Board of County Commissioners Bid R1324608P1 5.2.2 Salary Costs for Broward County’s Representative and subconsultants as shown in Exhibit B are the Maximum Billing Rates which are provisional, subject to audit of actual costs, and if the audit discloses that the actual costs are less than the costs set forth on Exhibit B for the Broward County’s Representative or any subconsultant the Broward County’s Representative shall reimburse the County based upon the actual costs determined by the audit. 5.2.3 Unless otherwise noted, the Salary Costs stated above are based upon the Broward County’s Representative “home office” rates. Should it become appropriate during the course of the agreement that a “field office” rate be applied, then it is incumbent upon the Broward County’s Representative to submit a supplemental Exhibit B reflective of such rates for approval by Contract Administrator and invoice the County accordingly. 5.2.4 The total hours payable by the County for any “exempt” or “nonexempt” personnel shall not exceed forty (40) hours in any week. In no event shall the Broward County’s Representative be paid additional compensation for exempt employees. In the event the work requires nonexempt personnel to work in excess of 40 hours per week (overtime), any additional hours must be authorized in advance, in writing, by the Contract Administrator. In such an event, Salary Costs for overtime hours shall be payable at no more than one and one half of the maximum hourly rate as shown on Exhibit B, adjusted by a multiplier reflective of applicable overhead and fringe costs, if any, and the agreed upon operating profit margin. 5.2.5 Broward County’s Representative and any of its subconsultants may alternatively use a “Safe Harbor” combined fringe benefit and overhead rate of 110% in lieu of providing fringe benefit and overhead cost factors certified by an independent Certified Public Accountant in accordance with the Federal Acquisition Regulation (“FAR”) guidelines. The Safe Harbor rate, once elected, shall remain in place for the entire term of the Agreement, and be applicable for use as “home” and “field” fringe benefit and overhead rates, if applicable, and shall not be subject to audit under this Agreement. All other provisions of Section 5.2 remain in place. 5.3 REIMBURSABLES 5.3.1 In accordance with and pursuant to the Broward County Procurement Code, direct nonsalary expenses, entitled Reimbursables, directly attributable to the Project, and as not otherwise specified in Exhibit A, may be charged at actual cost with prior written approval by the Contract Administrator, and shall be limited to the following: a) Transportation expenses, subject to the limitations of Section 112.061, Florida Statutes to locations outside the Miami-Dade-Broward-Palm Beach BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 9 of 32 4/30/2015 11:48 AM p. 28 Exhibit 1 29 of 101 Broward County Board of County Commissioners Bid R1324608P1 County area or from locations outside Miami-Dade-Broward-Palm Beach County. b) Per diem, meals and lodgings, taxi fares and miscellaneous travel-connected expenses for Broward County’s Representative's personnel subject to the limitations of Section 112.061 Florida Statutes. Meals for class C travel inside Broward County will not be reimbursed. Meals and lodging expenses will not be reimbursed for temporarily relocating Broward County’s Representative's employees from one of Broward County’s Representative's offices to another office if the employee is relocated for more than ten (10) consecutive working days. c) Cost of printing, reproduction, or photography not included in Exhibit A, Basic services. d) Testing costs. e) All fees paid to regulatory agencies, excluding those permits required for the Developer. f) Other miscellaneous expenses. Reimbursable subconsultant expenses are limited to the items described above when the subconsultant agreement provides for reimbursable expenses. 5.4 METHOD OF BILLING 5.4.1 For Maximum Amount Not-To-Exceed Compensation under Section 5.1.1. Broward County’s Representative shall submit billings which are identified by the specific project number on a monthly basis in a timely manner for all Salary Costs and Reimbursables attributable to the Project. These billings shall identify the nature of the work performed, the total hours of work performed, and the employee category of the individuals performing same. Billings shall itemize and summarize Reimbursables by category and identify same as to the personnel incurring the expense and the nature of the work with which such expense was associated. Where prior written approval by Contract Administrator is required for Reimbursables, a copy of said approval shall accompany the billing for such reimbursable. Billings shall also indicate the cumulative amount of CBE participation to date. The statement shall show a summary of Salary Costs and Reimbursables with accrual of the total and credits for portions paid previously. External Reimbursables and subconsultant fees must be documented by copies of invoices or receipts which describe the nature of the expenses and contain a project number or other identifier which clearly indicates the expense is identifiable to the Project. Subsequent addition of the identifier to the invoice or receipt by Broward County’s Representative is not acceptable except for meals and travel expenses. Internal expenses must be documented by appropriate BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 10 of 32 4/30/2015 11:48 AM p. 29 Exhibit 1 30 of 101 Broward County Board of County Commissioners Bid R1324608P1 Broward County’s Representative's cost accounting forms with a summary of charges by category. When requested, Broward County’s Representative shall provide backup for past and current invoices that records hours and Salary Costs by employee category, Reimbursables by category, and subconsultant fees on a task basis, so that total hours and costs by task may be determined. 5.4.2 For Lump Sum Compensation under Section 5.1.2. Broward County’s Representative shall submit billings which are identified by the specific project number on a monthly basis in a timely manner. These billings shall identify the nature of the work performed, the phase of work, and the estimated percent of work accomplished. Billings for each phase shall not exceed the amounts allocated to said phase. Billings shall also indicate the cumulative amount of CBE participation to date. The statement shall show a summary of fees with accrual of the total and credits for portions paid previously. When requested, Broward County’s Representative shall provide backup for past and current invoices that record hours, salary costs, and expense costs on a task basis, so that total hours and costs by task may be determined. 5.5 METHOD OF PAYMENT 5.5.1 County shall pay Broward County’s Representative within thirty (30) calendar days from receipt of Broward County’s Representative's proper statement, as defined by County's Prompt Payment Ordinance, ninety percent (90%) of the total shown to be due on such statement. When the services to be performed on each phase of the Project are fifty percent (50%) complete and upon written request by Broward County’s Representative and written approval by the Contract Administrator that the Project is progressing in a satisfactory manner, the Contract Administrator, in his or her sole discretion, may authorize that subsequent payments for each phase may be increased to ninety-five percent (95%) of the total shown to be due on subsequent statements. No amount shall be withheld from payments for reimbursables or for services performed during the construction phase. 5.5.2 Upon Broward County’s Representative's satisfactory completion of each phase and after the Contract Administrator's review and approval, County shall remit to Broward County’s Representative that ten percent (10%) or five percent (5%) portion of the amounts previously withheld. Final payment for the Project must be approved by the Director of the Broward County Purchasing Division. 5.5.3 Payment will be made to Broward County’s Representative at: _______________________________________ _______________________________________ _______________________________________ ARTICLE 6. OPTIONAL AND ADDITIONAL SERVICES; CHANGES IN SCOPE OF SERVICES BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 11 of 32 4/30/2015 11:48 AM p. 30 Exhibit 1 31 of 101 Broward County Board of County Commissioners Bid R1324608P1 6.1 County or Broward County’s Representative may request changes that would increase, decrease, or otherwise modify the Scope of Services to be provided under this Agreement. Such changes must be made in accordance with the provisions of the Broward County Procurement Code and must be contained in a written amendment, executed by the parties hereto, with the same formality and of equal dignity herewith, prior to any deviation from the terms of this Agreement, including the initiation of any Additional Services. 6.2 Costs of Additional Services identified by the Contract Administrator during the life of this Agreement and as contained in a written amendment will be compensated on an hourly basis, or an agreed upon lump sum, or as a reimbursable as provided in Article 5. Additional Services authorized by the Contract Administrator shall include a required completion date for Broward County’s Representative's performance of those additional services. 6.3 In the event a dispute between the Contract Administrator and Broward County’s Representative arises over whether requested services constitute additional services and such dispute cannot be resolved by the Contract Administrator and Broward County’s Representative, such dispute shall be promptly presented to County's Director of Purchasing for resolution. The Director's decision shall be final and binding on the parties. The resolution shall be set forth in a written document in accordance with Section 6.1 above, if applicable. During the pendency of any dispute, Broward County’s Representative shall promptly perform the disputed services. 6.4 Broward County’s Representative may, at the Contract Administrator's discretion, be authorized to perform Optional Services as delineated in Exhibit A, Scope of Services, up to the maximum fee amount established for Optional Services under Article 5.1.3. Any Optional Services to be performed by Broward County’s Representative pursuant to the terms of this Agreement shall first be authorized by the Contract Administrator in writing by a "Work Authorization," in accordance with this Article. Prior to issuing a Work Authorization, the Contract Administrator must provide the Office of the County Attorney with the written description of the work to be undertaken as required by Section 6.4.4.1 and must obtain a written concurrence from the Office of the County Attorney that the work proposed to be performed pursuant to the Work Authorization is within the scope of services of this Agreement. 6.4.1 Before any Optional Service is commenced pursuant to a Work Authorization, Broward County’s Representative shall supply the Contract Administrator with a written estimate for all charges expected to be incurred for such Optional Service, which estimate shall be reviewed by Contract Administrator and a final amount for Broward County’s Representative's compensation shall be approved as follows: 6.4.1.1 Any Work Authorization that will cost County less than Fifty Thousand Dollars ($50,000.00) may be signed by Contract Administrator BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 12 of 32 4/30/2015 11:48 AM p. 31 Exhibit 1 32 of 101 Broward County Board of County Commissioners Bid R1324608P1 and Broward County’s Representative, using the Work Authorization provided by County for that purpose. 6.4.1.2 Any Work Authorization that will cost County at least Fifty Thousand Dollars ($50,000.00) but not more than Two Hundred Thousand Dollars ($200,000.00) may be signed by County's Purchasing Director and Broward County’s Representative. 6.4.1.3 Work Authorizations within the Purchasing Director's delegated authority shall be prepared using the Work Authorization Form provided by County for that purpose. Any Work Authorization above the County's Purchasing Director's authority must be approved by Board and shall be prepared using the Work Authorization provided by County for that purpose. 6.4.2 Subsequent to Contract Administrator issuing a Work Authorization pursuant to this article, Contract Administrator will issue a Notice to Proceed ("NTP") for those authorized Optional Services. Broward County’s Representative shall not commence such work until after receipt of the Contract Administrator's NTP. 6.4.3 Any modifications to a Work Authorization shall require approval by Contract Administrator, Purchasing Director, or Board as follows: Contract Administrator shall sign in instances where the cumulative total of the modifications (the amount approved in the original Work Authorization plus the modifications thereto) does not exceed Fifty Thousand Dollars ($50,000). County's Purchasing Director shall sign in instances where the cumulative total of the modifications does not exceed the Purchasing Director's approval authority delegated by Board. Board shall sign in those instances where the cumulative total of the modifications exceeds the Purchasing Director's approval authority or two Hundred Thousand Dollars ($200,000.00.) Notwithstanding anything contained in this subsection, Broward County’s Representative's compensation shall not exceed the amount approved in the Work Authorization unless such additional amount received the prior written approval as outlined above. 6.4.4 All Work Authorizations issued by the Contract Administrator shall contain, as a minimum, the following information and requirements: 6.4.4.1 A description of the work to be undertaken (which description must specify in detail the individual tasks and other activities to be performed by Broward County’s Representative), a reference to this Agreement pursuant to which the work to be undertaken is authorized, and a statement of the method of compensation. 6.4.4.2 A budget establishing the amount of compensation, which amount shall constitute a guaranteed maximum and shall not be exceeded unless BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 13 of 32 4/30/2015 11:48 AM p. 32 Exhibit 1 33 of 101 Broward County Board of County Commissioners Bid R1324608P1 prior written approval of County is obtained. In the event County does not approve an increase in the guaranteed maximum amount, and the need for such action is not the fault of Broward County’s Representative, the authorization shall be terminated, and Broward County’s Representative shall be paid in full for all work completed to that point, but shall in no case exceed the guaranteed maximum amount. The information contained in the budget shall be in sufficient detail so as to identify the various elements of costs. 6.4.4.3 A time established for completion of the work or services undertaken by Broward County’s Representative or for the submission to County of documents, reports, and other information pursuant to this Agreement. 6.4.4.4 Any other additional instructions or provision relating to the work authorized pursuant to this Agreement. 6.4.4.5 Work Authorizations shall be dated, serially numbered, and signed. 6.5 As provided in Section 9.2, each proposed contract modification request that, by itself or aggregated with previous modification requests, increases the contract value by ten percent (10%) or more of the initial contract value shall be reviewed by County for opportunities to include or increase CBE participation. Broward County’s Representative shall demonstrate good faith efforts to include CBE participation in change order work and shall report such efforts to the Office of Economic and Small Business Development. ARTICLE 7. COUNTY'S RESPONSIBILITIES 7.1 County shall assist Broward County’s Representative by placing at Broward County’s Representative's disposal all information County has available pertinent to the Project including previous reports and any other data relative to design or construction of the Project. 7.2 County shall arrange for access to, and make all provisions for, Broward County’s Representative to enter upon public and private property as required for Broward County’s Representative to perform its services. 7.3 County shall review the itemized deliverables/documents identified in Exhibit A of Broward County’s Representative and respond in writing with any comment within the time set forth on the approved Project Schedule. 7.4 County shall give prompt written notice to Broward County’s Representative whenever County observes or otherwise becomes aware of any development that BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 14 of 32 4/30/2015 11:48 AM p. 33 Exhibit 1 34 of 101 Broward County Board of County Commissioners Bid R1324608P1 affects the scope or timing of Broward County’s Representative's services or any defect in the work of the Broward County’s Representative. ARTICLE 8. INSURANCE 8.1 Broward County’s Representative shall maintain at its sole expense, at all times during the term of this Agreement (unless a different time period is otherwise stated herein), at least the minimum insurance coverage designated in Exhibit D in accordance with the terms and conditions stated in this Article. 8.2 Such policies shall be issued by companies authorized to do business in the State of Florida, with a minimum AM Best financial rating of A-. Coverage shall be provided on forms no more restrictive than the latest edition of the applicable form filed by the Insurance Services Office. Broward County’s Representative shall name Broward County as an additional insured under the primary and non-contributory Commercial General Liability policy, Business Automobile Liability policy as well as on any Excess Liability policy. The official title of the Certificate Holder is Broward County. This official title shall be used in all insurance documentation. 8.3 Within fifteen (15) days of notification of award, Broward County’s Representative shall provide to County proof of insurance in the form of Certificate(s) of Insurance and applicable endorsements, Declaration pages, or insurance policies evidencing all insurance required by this Article. County reserves the right to obtain a certified copy of any policies required by the Article upon request. Coverage is not to cease and is to remain in force until the County determines all performance required of Broward County’s Representative is completed. For Professional Liability Insurance, coverage shall remain in force for two (2) years after the completion of services unless a different time period is stated in Exhibit "D." County shall be notified of any restriction or cancellation of coverage within thirty (30) days. If any of the insurance coverage will expire prior to the completion of the work, proof of insurance renewal shall be provided to County upon expiration. 8.4 County reserves the right to review and revise any insurance requirements at the time of renewal or amendment of this Agreement, including, but not limited to, deductibles, limits, coverage, and endorsements. 8.5 If Broward County’s Representative uses a subconsultant, Broward County’s Representative shall ensure that each subconsultant names "Broward County" as an additional insured under the subconsultant's Commercial General Liability, Business Automobile Liability, and Excess/Umbrella policies. ARTICLE 9. EEO AND CBE COMPLIANCE BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 15 of 32 4/30/2015 11:48 AM p. 34 Exhibit 1 35 of 101 Broward County Board of County Commissioners Bid R1324608P1 9.1 No party to this Agreement may discriminate on the basis of race, color, sex, religion, national origin, disability, age, marital status, political affiliation, sexual orientation, pregnancy, or gender identity and expression in the performance of this contract. Broward County’s Representative shall comply with all applicable requirements of the Broward County Business Enterprise ("CBE") Program in the award and administration of this Agreement. Failure by Broward County’s Representative to carry out any of these requirements shall constitute a material breach of this Agreement, which shall permit County, to terminate this Agreement or to exercise any other remedy provided under this Agreement, under the Broward County Code of Ordinances, or Administrative Code, or under applicable law, with all of such remedies being cumulative. Broward County’s Representative shall include the foregoing or similar language in its contracts with any subconsultants or suppliers, except that any project assisted by the U.S. Department of Transportation funds shall comply with the non-discrimination requirements in 49 C.F.R. Parts 23 and 26, as amended. Failure to comply with the foregoing requirements is a material breach of this Agreement, which may result in the termination of this Agreement or such other remedy as County deems appropriate. Broward County’s Representative shall not unlawfully discriminate against any person in its operations and activities or in its use or expenditure of funds in fulfilling its obligations under this Agreement and shall not otherwise unlawfully discriminate in violation of the Broward County Code, Chapter 16½, as may be amended from time to time. Broward County’s Representative shall affirmatively comply with all applicable provisions of the Americans with Disabilities Act (ADA) in the course of providing any services funded by County, including Titles I and II of the ADA (regarding nondiscrimination on the basis of disability), and all applicable regulations, guidelines, and standards. In addition, Broward County’s Representative shall take affirmative steps to ensure nondiscrimination in employment against disabled persons. By execution of this Agreement, Broward County’s Representative represents that it has not been placed on the discriminatory vendor list (as provided in Section 287.134, Florida Statutes, as may be amended from time to time). County hereby materially relies on such representation in entering into this Agreement. An untrue representation of the foregoing shall entitle County to terminate this Agreement and recover from Broward County’s Representative all monies paid by County pursuant to this Agreement, and may result in debarment from County's competitive procurement activities. 9.2 The CBE Program, which is implemented under the Broward County Business Opportunity Act of 2012 (Broward County Ordinance No. 2012-33 as may be amended from time to time), referred to as the "Act," provides for the establishment and implementation of CBE participation goals, initiatives, and other opportunities for County contracts. In completing this Project, Broward County’s Representative agrees to and shall comply with all applicable requirements of the CBE Program in the award and BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 16 of 32 4/30/2015 11:48 AM p. 35 Exhibit 1 36 of 101 Broward County Board of County Commissioners Bid R1324608P1 administration of the Agreement. Broward County’s Representative acknowledges that the Broward County Board of County Commissioners, acting by and through the Director of the Broward County Office of Equal Opportunity, may make minor administrative modifications to the CBE Program which shall become applicable to this Agreement if the administrative modifications are not unreasonable. Written notice of any such modification shall be provided to Broward County’s Representative and shall include a deadline for Broward County’s Representative to notify County if Broward County’s Representative concludes that the modification exceeds the authority of this section of this Agreement. Failure of Broward County’s Representative to timely notify County of its conclusion that the modification exceeds such authority shall be deemed acceptance of the modification by Broward County’s Representative. The County shall have the right to review each proposed amendment, extension, modification, or change order to this Agreement that, by itself or aggregated with previous amendments, extensions, modifications, or change orders increases the initial Agreement price by ten percent (10%), for opportunities to include or increase the participation of CBE firms already involved in this Agreement. Broward County’s Representative shall make a good faith effort to include CBE firms in work resulting from any such amendment, extension, modification, or change order and shall report such efforts, along with evidence thereof, to the Office of Economic and Small Business Development. 9.3 The Parties acknowledge that subcontract awards to CBE firms are crucial to the achievement of the Project's CBE participation goal. Broward County’s Representative understands that each CBE firm utilized on the Project to meet the participation goal must be certified by the Broward County Office of Economic and Small Business Development. In an effort to assist County in achieving its established goal for this Project, Broward County’s Representative agrees to meet the following CBE participation goal by utilizing the CBE firms for the work and the percentage of work amounts described in Section 9.4: Total CBE Goal 15.5% The CBE goal established for this Agreement, including amendments, applies to the total Project, with the exception of Phase I. Broward County’s Representative may not terminate for convenience a CBE firm listed as a subconsultant in the Broward County’s Representative's bid or offer without the County's prior written consent, which consent shall not be unreasonably withheld. Broward County’s Representative shall inform County immediately when a CBE firm is not able to perform or if Broward County’s Representative believes the CBE firm should be replaced for any other reason, so that the Office of Economic and Small Business Development may review and verify the good faith efforts of Broward County’s Representative to substitute the CBE firm with another CBE firm. Whenever a CBE firm is terminated for any reason, including for cause, Broward County’s Representative shall with notice to and concurrence of the Broward County Office of Economic and BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 17 of 32 4/30/2015 11:48 AM p. 36 Exhibit 1 37 of 101 Broward County Board of County Commissioners Bid R1324608P1 Small Business Development Division, substitute another CBE firm in order to meet the level of CBE participation provided herein. Such substitution shall not be required in the event the termination results from County changing the Scope of Work hereunder and there is no available CBE to perform the new Scope of Work. 9.4 In performing services for this Project, the Parties hereby incorporate Broward County’s Representative's participating CBE firms, addresses, scope of work, and the percentage of work amounts identified on each Letter of Intent into this Agreement (Exhibit C). Upon execution of this Agreement by County, Broward County’s Representative shall enter into a formal contract with the CBE firms Broward County’s Representative selected to fulfill the CBE participation goal for this Agreement and agrees to provide copies of its contracts with such firms to the Contract Administrator and the Broward County Office of Economic and Small Business Development. 9.5 Broward County’s Representative shall allow County to engage in on-site reviews to monitor Broward County’s Representative's progress in achieving and maintaining its contractual and CBE Program obligations. Such review and monitoring shall be by the Contract Administrator in conjunction with the Office of Economic and Small Business Development. County shall have access, without limitation, to Broward County’s Representative's books and records, including payroll records, tax returns and records, and books of account, on five (5) business days' notice, to allow County to determine Broward County’s Representative's compliance with its commitment to the CBE participation goal and the status of any CBE firm performing any portion of this Agreement. 9.6 Broward County’s Representative understands that it is the responsibility of the Contract Administrator and the Broward County Office of Economic and Small Business Development to monitor compliance with the CBE requirements. In that regard, Broward County’s Representative shall report monthly regarding compliance with its CBE obligations in accordance with Section 5.4 of this Agreement. 9.7 In the event of Broward County’s Representative's noncompliance with its participation commitment to a CBE firm (including without limitation the unexcused reduction of the CBE firm's participation), the affected CBE firm shall have the right to the following remedies if the noncompliance is or was alleged to be due to no fault of the CBE firm, and alleged to be due to the willful action or omission of Broward County’s Representative: 9.7.1 The affected CBE firm shall be entitled to damages pursuant to its agreement with Broward County’s Representative. 9.7.2 If the CBE firm has the right to arbitrate and institutes arbitration proceedings claiming non-compliance with the Act by Broward County’s Representative, then in such event the CBE firm may submit the dispute to arbitration. However, arbitration shall not be available as to any dispute between BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 18 of 32 4/30/2015 11:48 AM p. 37 Exhibit 1 38 of 101 Broward County Board of County Commissioners Bid R1324608P1 Broward County’s Representative and County; nor shall County incur any cost, fee, or liability relative to any arbitration proceeding. 9.7.3 Nothing under this Section 9.7 shall be construed to limit the rights of and remedies available to County, including the right to seek its own damages pursuant to this Agreement. 9.8 Nonpayment of a CBE subconsultant or supplier as required by Section 3.4 of this Agreement shall be a material breach of this Agreement and that County's Contract Administrator may, at its option, increase allowable retainage or withhold progress payments unless and until Broward County’s Representative demonstrates timely payments of sums due to such subconsultant or supplier. Broward County’s Representative agrees that the presence of a "pay when paid" provision in its contract with a CBE firm shall not preclude County or its representatives from inquiring into allegations of nonpayment. The foregoing remedies under this Section 9.8 shall not be employed when Broward County’s Representative demonstrates that failure to pay results from a bona fide dispute with its CBE subconsultant or supplier. 9.9 If Broward County’s Representative fails to comply with the requirements of this Agreement, or the requirements of the Broward County Business Opportunity Act of 2012, County shall have the right to exercise any administrative remedies provided by the Broward County Business Opportunity Act of 2012, or any other right or remedy provided in the Administrative Procedures of the Office of Economic and Small Business Development, this Agreement, or under applicable law, with all such rights and remedies being cumulative. ARTICLE 10. MISCELLANEOUS 10.1 Ownership of Documents. All finished or unfinished documents, data, studies, surveys, drawings, maps, models, photographs, specifications and reports prepared or provided by Broward County’s Representative in connection with this Agreement shall become the property of County, whether the Project for which they are made is completed or not, and shall be delivered by Broward County’s Representative to Contract Administrator within fifteen (15) days of the receipt of the written notice of termination. If applicable, County may withhold any payments then due to Broward County’s Representative until Broward County’s Representative complies with the provisions of this section. 10.2 Termination. 10.2.1 This Agreement or any Work Authorization issued under this Agreement may be terminated for cause by the aggrieved party if the party in breach has not corrected the breach within ten (10) days after written notice from the aggrieved party identifying the breach. This Agreement may also be terminated for convenience by the Board. Termination for convenience by the Board shall be BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 19 of 32 4/30/2015 11:48 AM p. 38 Exhibit 1 39 of 101 Broward County Board of County Commissioners Bid R1324608P1 effective on the termination date stated in written notice provided by the County, which termination date shall be not less than thirty (30) days after the date of such written notice. If this Agreement or Work Authorization was entered into on behalf of County by someone other than the Board, termination by County may be by action of the County Administrator or the County representative (including his or her successor) who entered in this Agreement on behalf of County. This Agreement may also be terminated by the County Administrator upon such notice as the County Administrator deems appropriate under the circumstances in the event the County Administrator determines that termination is necessary to protect the public health or safety. The parties agree that if the County erroneously, improperly or unjustifiably terminates for cause, such termination shall be deemed a termination for convenience, which shall be effective thirty (30) days after such notice of termination for cause is provided. 10.2.2 This Agreement may be terminated for cause for reasons including, but not limited to, Broward County’s Representative's repeated (whether negligent or intentional) submission for payment of false or incorrect bills or invoices, failure to suitably perform the work; or failure to continuously perform the work in a manner calculated to meet or accomplish the objectives as set forth in this Agreement or Work Authorization. The Agreement may also be terminated for cause if the Broward County’s Representative is placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List created pursuant to Section 215.473, Florida Statutes, as amended or if the Broward County’s Representative provides a false certification submitted pursuant to Section 287.135, Florida Statutes, as amended. This Agreement or a Work Authorization may also be terminated by the Board: 10.2.2.1 Upon the disqualification of Broward County’s Representative as a CBE by County's Director of the Office of Economic and Small Business Development if Broward County’s Representative's status as a CBE was a factor in the award of this Agreement or the Work Authorization, and such status was misrepresented by Broward County’s Representative; 10.2.2.2 Upon the disqualification of Broward County’s Representative by County's Director of the Office of Economic and Small Business Development due to fraud, misrepresentation, or material misstatement by Broward County’s Representative in the course of obtaining this Agreement or the Work Authorization, or attempting to meet the CBE contractual obligations; 10.2.2.3 Upon the disqualification of one or more of Broward County’s Representative's CBE participants by County's Director of the Office of Economic and Small Business Development if any such participant's status as a CBE firm was a factor in the award of this Agreement or the BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 20 of 32 4/30/2015 11:48 AM p. 39 Exhibit 1 40 of 101 Broward County Board of County Commissioners Bid R1324608P1 Work Authorization, and such status was misrepresented by Broward County’s Representative or such participant; 10.2.2.4 Upon the disqualification of one or more of Broward County’s Representative's CBE participants by County's Director of the Office of Economic and Small Business Development if such CBE participant attempted to meet its CBE contractual obligations through fraud, misrepresentation, or material misstatement; or 10.2.2.5 If Broward County’s Representative is determined by County's Director of the Office of Economic and Small Business Development to have been knowingly involved in any fraud, misrepresentation, or material misstatement concerning the CBE status of its disqualified CBE participant. 10.2.3 Notice of termination shall be provided in accordance with the “NOTICES" section of this Agreement except that notice of termination by the County Administrator which the County Administrator deems necessary to protect the public health or safety may be verbal notice that shall be promptly confirmed in writing in accordance with the "NOTICES" section of this Agreement. 10.2.4 In the event this Agreement or a Work Authorization issued under this Agreement is terminated for convenience, Broward County’s Representative shall be paid for any services properly performed under the Agreement or Work Authorization through the termination date specified in the written notice of termination. Broward County’s Representative acknowledges and agrees that it has received good, valuable and sufficient consideration from County, the receipt and adequacy of which are hereby acknowledged by Broward County’s Representative, for County's right to terminate this Agreement for convenience. 10.2.5 In the event this Agreement or a Work Authorization is terminated, for any reason, any amounts due Broward County’s Representative shall be withheld by County until all documents are provided to County pursuant to Section 10.1 of Article 10. 10.3 Public Records. County is a public agency subject to Chapter 119, Florida Statutes. To the extent Broward County’s Representative is a contractor acting on behalf of the County pursuant to Section 119.0701, Florida Statutes, Broward County’s Representative and its subconsultants and subcontractors shall: 10.3.1 Keep and maintain public records that ordinarily and necessarily would be required by County in order to perform the service; 10.3.2 Provide the public with access to such public records on the same terms and conditions that County would provide the records and at a cost that does BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 21 of 32 4/30/2015 11:48 AM p. 40 Exhibit 1 41 of 101 Broward County Board of County Commissioners Bid R1324608P1 not exceed that provided in Chapter 119, Florida Statutes, or as otherwise provided by law; 10.3.3 Ensure that public records that are exempt or that are confidential and exempt from public record requirements are not disclosed except as authorized by law; and 10.3.4 Meet all requirements for retaining public records and transfer to County, at no cost, all public records in its possession upon termination of the applicable contract and destroy any duplicate public records that are exempt or confidential and exempt. All records stored electronically must be provided to County in a format that is compatible with the information technology systems of County. The failure of Broward County’s Representative to comply with the provisions set forth in this Section shall constitute a default and breach of this Agreement, and County shall enforce the default in accordance with the provisions set forth in Section 10.2. 10.3 Audit Rights and Retention Of Records. Broward County’s Representative shall preserve all Contract Records (as defined below) for a minimum period of three (3) years after expiration or termination of this Agreement or until resolution of any audit findings, whichever is longer. Contract Records shall, upon reasonable notice, be open to County inspection and subject to audit and reproduction during normal business hours. County audits and inspections pursuant to this Section may be performed by any County representative (including any outside representative engaged by County). County may conduct audits or inspections at any time during the term of this Agreement and for a period of three years after the expiration or termination of the Agreement (or longer if required by law). County may, without limitation, verify information, payroll distribution, and amounts through interviews, written affirmations, and on-site inspection with Broward County’s Representative's employees, Subconsultants, vendors, or other labor. Contract Records include any and all information, materials and data of every kind and character, including without limitation, records, books, papers, documents, subscriptions, recordings, agreements, purchase orders, leases, contracts, commitments, arrangements, notes, daily diaries, drawings, receipts, vouchers and memoranda, and any and all other documents that pertain to rights, duties, obligations or performance under this Agreement. Contract Records include hard copy and electronic records, written policies and procedures, time sheets, payroll records and registers, cancelled payroll checks, estimating work sheets, correspondence, invoices and related payment documentation, general ledgers, insurance rebates and dividends, and any other records pertaining to rights, duties, obligations or performance under this Agreement, whether by Broward County’s Representative or Subconsultants. BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 22 of 32 4/30/2015 11:48 AM p. 41 Exhibit 1 42 of 101 Broward County Board of County Commissioners Bid R1324608P1 County shall have the right to audit, review, examine, inspect, analyze, and make copies of all Contract Records at a location within Broward County. County reserves the right to conduct such audit or review at Broward County’s Representative’s place of business, if deemed appropriate by County, with seventy-two (72) hours' advance notice. Broward County’s Representative agrees to provide adequate and appropriate work space. Broward County’s Representative shall provide County with reasonable access to the Broward County’s Representative’s facilities, and County shall be allowed to interview all current or former employees to discuss matters pertinent to the performance of this Agreement. Broward County’s Representative shall, by written contract, require its Subconsultants and subcontractors to agree to the requirements and obligations of this Section. Any incomplete or incorrect entry in such books, records, and accounts shall be a basis for County's disallowance and recovery of any payment reliant upon such entry. If an audit or inspection in accordance with this Section discloses overpricing or overcharges to County of any nature by the Broward County’s Representative or its Subconsultants in excess of five percent (5%) of the total contract billings reviewed by County, the reasonable actual cost of the County’s audit shall be reimbursed to the County by the Broward County’s Representative in addition to making adjustments for the overcharges. Any adjustments and/or payments due as a result of such audit or inspection shall be made within thirty (30) days from presentation of County's findings to Broward County’s Representative. 10.4 Public Entity Crime Act. Broward County’s Representative represents that the execution of this Agreement will not violate Section 287.133, Florida Statutes, the Public Entity Crimes Act, which essentially provides that a person or affiliate who is a Broward County’s Representative, subconsultant or other provider and who has been placed on the convicted vendor list following a conviction for a Public Entity Crime may not submit a bid on a contract to provide any goods or services to County, may not submit a bid on a contract with County for the construction or repair of a public building or public work, may not submit bids on leases of real property to County, may not be awarded or perform work as a Broward County’s Representative, supplier or subconsultant under a contract with County, and may not transact any business with County in excess of the threshold amount provided in Section 287.017, Florida Statutes, for category two purchases for a period of 36 months from the date of being placed on the convicted vendor list. Violation of this section shall result in termination of this Agreement and recovery of all monies paid hereto, and may result in debarment from County's competitive procurement activities. In addition to the foregoing, Broward County’s Representative further represents that there has been no determination, based on an audit, that it committed an act defined by Section 287.133, Florida Statutes, as a "public entity crime" and that it has not been formally charged with committing an act defined as a "public entity crime" regardless of the amount of money involved or whether Broward County’s Representative has been placed on the convicted vendor list. BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 23 of 32 4/30/2015 11:48 AM p. 42 Exhibit 1 43 of 101 Broward County Board of County Commissioners 10.5 Bid R1324608P1 Subconsultants. 10.6.1 Broward County’s Representative shall utilize the subconsultants identified in the proposal that were a material part of the selection of Broward County’s Representative to provide the services for this Project. Broward County’s Representative shall obtain written approval of Contract Administrator prior to changing or modifying the list of subconsultants submitted by Broward County’s Representative. Where Broward County’s Representative's failure to use subconsultants results in Broward County’s Representative's noncompliance with CBE participation goals, such failure shall entitle the affected CBE firm to damages available under this Agreement and under local and state law. The list of subconsultants is provided on Exhibit C-1, Schedule of Subconsultants as attached hereto and made a part hereof. 10.6.2 Broward County’s Representative shall bind in writing each and every approved subconsultant to the terms stated in this Agreement, provided that this provision shall not, in and of itself, impose the insurance requirements set forth in Article 8 on Broward County’s Representative's subconsultants. 10.6 Assignment and Performance. Neither this Agreement nor any interest herein shall be assigned, transferred, or encumbered without the written consent of the other party and Broward County’s Representative shall not subcontract any portion of the work required by this Agreement except as authorized pursuant to Section 10.5. County shall have the right to terminate this Agreement, effective immediately, if there is an assignment, or attempted assignment, transfer, or encumbrance, of this Agreement or any right or interest herein by Broward County’s Representative without County's written consent. Broward County’s Representative represents that all persons delivering the services required by this Agreement have the knowledge and skills, either by training, experience, education, or a combination thereof, to adequately and competently perform the duties, obligations, and services set forth in the Scope of Services and to provide and perform such services to County's satisfaction for the agreed compensation. Broward County’s Representative shall perform its duties, obligations, and services under this Agreement in a skillful and respectable manner. The quality of Broward County’s Representative's performance and all interim and final product(s) provided to or on behalf of County shall be comparable to the best local and national standards. BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 24 of 32 4/30/2015 11:48 AM p. 43 Exhibit 1 44 of 101 Broward County Board of County Commissioners Bid R1324608P1 10.7 Indemnification of County. Broward County’s Representative shall indemnify and hold harmless County, its officers and employees from liabilities, damages, losses, and costs, including, but not limited to, reasonable attorneys' fees, to the extent caused by the negligence, recklessness or intentionally wrongful conduct of Broward County’s Representative, and other persons employed or utilized by Broward County’s Representative in the performance of this Agreement. The provisions of this section shall survive the expiration or earlier termination of this Agreement. To the extent considered necessary by Contract Administrator and County Attorney, any sums due Broward County’s Representative under this Agreement may be retained by County until all of County's claims for indemnification pursuant to this Agreement have been settled or otherwise resolved, and any amount withheld shall not be subject to payment of interest by County. 10.8 Representative of County and Broward County’s Representative. 10.8.1 The parties recognize that questions in the day-to-day conduct of the Project will arise. The Contract Administrator, upon Broward County’s Representative's request, shall advise Broward County’s Representative in writing of one (1) or more County employees to whom all communications pertaining to the day-to-day conduct of the Project shall be addressed. 10.8.2 Broward County’s Representative shall inform the Contract Administrator in writing of Broward County’s Representative's representative to whom matters involving the conduct of the Project shall be addressed. 10.9 All Prior Agreements Superseded. This document incorporates and includes all prior negotiations, correspondence, conversations, agreements or understandings applicable to the matters contained herein; and the parties agree that there are no commitments, agreements or understandings concerning the subject matter of this Agreement that are not contained in this document. Accordingly, the parties agree that no deviation from the terms hereof shall be predicated upon any prior representations or agreements whether oral or written. 10.10 Amendments. No modification, amendment or alteration in the terms or conditions contained herein shall be effective unless contained in a written document executed with the same formality and of equal dignity herewith. 10.11 Notices. Whenever either party desires to give notice to the other, such notice must be in writing, sent by certified United States Mail, postage prepaid, return receipt requested, or sent by commercial express carrier with acknowledgement of delivery, or by hand delivery with a request for a written receipt of acknowledgment of delivery, addressed to the party for whom it is intended at the place last specified. The place for giving notice shall remain the same as set forth herein until changed in writing in the manner provided in this section. For the present, the parties designate the following as the respective places for giving of notice: BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 25 of 32 4/30/2015 11:48 AM p. 44 Exhibit 1 45 of 101 Broward County Board of County Commissioners Bid R1324608P1 FOR COUNTY: _____________________, Contract Administrator ________________________________________ ________________________________________ ________________________________________ FOR BROWARD COUNTY’S REPRESENTATIVE: ________________________________________ ________________________________________ ________________________________________ 10.12 Truth-In-Negotiation Certificate. Broward County’s Representative's signature on this Agreement shall act as the execution of a truth-in-negotiation certificate stating that wage rates, unit costs, and any other representations supporting the compensation of this Agreement are accurate, complete, and current at the time of contracting. The original contract price and any additions thereto shall be adjusted to exclude any significant sums by which County determines the contract price was increased due to inaccurate, incomplete, or noncurrent wage rates, unit costs, and any other representations. All such contract adjustments shall be made within one (1) year following the end of this Agreement. For this purpose, the end of the Agreement is the date of final billing or acceptance of the work, whichever is later. 10.13 Interpretation. The language of this Agreement has been agreed to by both parties to express their mutual intent and no rule of strict construction shall be applied against either party hereto. The headings contained in this Agreement are for reference purposes only and shall not affect in any way the meaning or interpretation of this Agreement. All personal pronouns used in this Agreement shall include the other gender, and the singular shall include the plural, and vice versa, unless the context otherwise requires. Terms such as "herein," "hereof," "hereunder," and "hereinafter" refer to this Agreement as a whole and not to any particular sentence, paragraph, or section where they appear, unless the context otherwise requires. Whenever reference is made to a Section or Article of this Agreement, such reference is to the Section or Article as a whole, including all of the subsections of such Section, unless the reference is made to a particular subsection or subparagraph of such Section or Article. BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 26 of 32 4/30/2015 11:48 AM p. 45 Exhibit 1 46 of 101 Broward County Board of County Commissioners Bid R1324608P1 10.14 Broward County’s Representative's Staff. Broward County’s Representative will provide the key staff identified in their proposal for Project as long as said key staff are in Broward County’s Representative's employment. Broward County’s Representative will obtain prior written approval of Contract Administrator to change key staff. Broward County’s Representative shall provide Contract Administrator with such information as necessary to determine the suitability of proposed new key staff. Contract Administrator will be reasonable in evaluating key staff qualifications. If Contract Administrator desires to request removal of any of Broward County’s Representative's staff, Contract Administrator shall first meet with Broward County’s Representative and provide reasonable justification for said removal. 10.15 Drug-Free Workplace. It is a requirement of County that it enter into contracts only with firms that certify the establishment of a drug-free work place in accordance with Section 21.31(a) of the Broward County Procurement Code. Execution of this Agreement by Broward County’s Representative shall also serve as Broward County’s Representative's required certification that it either has or that it will establish a drug-free work place in accordance with Section 21.31(a) of the Broward County Procurement Code. 10.16 Public Art and Design. NOT USED 10.17 Independent Contractor. NOT USED 10.18 Third Party Beneficiaries. Neither Broward County’s Representative nor County intend to directly or substantially benefit a third party by this Agreement. The parties expressly acknowledge that it is not their intent to create any rights or obligations in any third person or entity under this Agreement. Therefore, the parties agree that there are no third party beneficiaries to this Agreement and that no third party shall be entitled to assert a claim against either of them based upon this Agreement. 10.19 Conflicts. Neither Broward County’s Representative nor its employees shall have or hold any continuing or frequently recurring employment or contractual relationship that is substantially antagonistic or incompatible with Broward County’s Representative's loyal and conscientious exercise of judgment related to its performance under this Agreement. Broward County’s Representative agrees that none of its officers or employees shall, during the term of this Agreement, serve as an expert witness against County in any legal or administrative proceeding in which he or she is not a party, unless compelled by court process, nor shall such persons give sworn testimony or issue a report or writing, as an expression of his or her expert opinion, which is adverse or prejudicial to the interests of County or in connection with any such pending or threatened legal or administrative proceeding. The limitations of this section shall not preclude such persons from representing themselves in any action or in any administrative or legal proceeding. BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 27 of 32 4/30/2015 11:48 AM p. 46 Exhibit 1 47 of 101 Broward County Board of County Commissioners Bid R1324608P1 In the event Broward County’s Representative is permitted to utilize subconsultants to perform any services required by this Agreement, Broward County’s Representative agrees to prohibit such subconsultants, by written contract, from having any conflicts as within the meaning of this section. 10.20 Contingency Fee. Broward County’s Representative warrants that it has not employed or retained any company or person, other than a bona fide employee working solely for Broward County’s Representative, to solicit or secure this Agreement and that it has not paid or agreed to pay any person, company, corporation, individual or firm, other than a bona fide employee working solely for Broward County’s Representative, any fee, commission, percentage, gift, or other consideration contingent upon or resulting from the award or making of this Agreement. For a breach or violation of this provision, Board shall have the right to terminate this Agreement without liability at its discretion, or to deduct from the Agreement price or otherwise recover the full amount of such fee, commission, percentage, gift or consideration. 10.21 Materiality and Waiver of Breach. County and Broward County’s Representative agree that each requirement, duty, and obligation set forth herein was bargained for at arms-length and is agreed to by the parties in exchange for quid pro quo, that each is substantial and important to the formation of this Agreement and that each is, therefore, a material term hereof. County's failure to enforce any provision of this Agreement shall not be deemed a waiver of such provision or modification of this Agreement. A waiver of any breach of a provision of this Agreement shall not be deemed a waiver of any subsequent breach and shall not be construed to be a modification of the terms of this Agreement. 10.22 Compliance with Laws. Broward County’s Representative shall comply with all federal, state, and local laws, codes, ordinances, rules, and regulations in performing its duties, responsibilities, and obligations related to this Agreement. 10.23 Severance. In the event this Agreement or a portion of this Agreement is found by a court of competent jurisdiction to be invalid, the remaining provisions shall continue to be effective unless County or Broward County’s Representative elects to terminate this Agreement. The election to terminate this Agreement based upon this provision shall be made within seven (7) days after the finding by the court becomes final. 10.24 Joint Preparation. Preparation of this Agreement has been a joint effort of County and Broward County’s Representative and the resulting document shall not, solely as a matter of judicial construction, be construed more severely against one of the parties than any other. 10.25 Priority Of Provisions. If there is a conflict or inconsistency between any term, statement, requirement, or provision of any exhibit attached hereto, any document or events referred to herein, or any document incorporated into this Agreement by BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 28 of 32 4/30/2015 11:48 AM p. 47 Exhibit 1 48 of 101 Broward County Board of County Commissioners Bid R1324608P1 reference and a term, statement, requirement, or provision of this Agreement, the term, statement, requirement, or provision contained in Articles 1 through 10 of this Agreement shall prevail and be given effect. 10.26 Law, Jurisdiction, Venue, Waiver Of Jury Trial. This Agreement shall be interpreted and construed in accordance with and governed by the laws of the state of Florida. All Parties acknowledge and accept that jurisdiction of any controversies or legal problems arising out of this Agreement, and any action involving the enforcement or interpretation of any rights hereunder, shall be exclusively in the state courts of the Seventeenth Judicial Circuit in Broward County, Florida, and venue for litigation arising out of this Agreement shall be exclusively in such state courts, forsaking any other jurisdiction which either party may claim by virtue of its residency or other jurisdictional device. BY ENTERING INTO THIS AGREEMENT, BROWARD COUNTY’S REPRESENTATIVE AND COUNTY HEREBY EXPRESSLY WAIVE ANY RIGHTS EITHER PARTY MAY HAVE TO A TRIAL BY JURY OF ANY CIVIL LITIGATION RELATED TO THIS AGREEMENT. IF A PARTY FAILS TO WITHDRAW A REQUEST FOR A JURY TRIAL IN A LAWSUIT ARISING OUT OF THIS AGREEMENT AFTER WRITTEN NOTICE BY THE OTHER PARTY OF VIOLATION OF THIS SECTION, THE PARTY MAKING THE REQUEST FOR JURY TRIAL SHALL BE LIABLE FOR THE REASONABLE ATTORNEYS' FEES AND COSTS OF THE OTHER PARTY IN CONTESTING THE REQUEST FOR JURY TRIAL, AND SUCH AMOUNTS SHALL BE AWARDED BY THE COURT IN ADJUDICATING THE MOTION. 10.27 Incorporation by Reference. The attached Exhibits A, B, C, C-1, and D are incorporated into and made a part of this Agreement. 10.28 Re-Use Of Project. County may, at its option, re-use (in whole or in part) the resulting end-product or deliverables resulting from Broward County’s Representative's professional services (including, but not limited to, drawings, specifications, other documents, and services as described herein and in Exhibit A, Scope of Services); and Broward County’s Representative agrees to such re-use in accordance with this provision. If the Contract Administrator elects to re-use the services, drawings, specifications, and other documents, in whole or in part, prepared for this Project for other projects on other sites, Broward County’s Representative will be paid a re-use fee to be negotiated between Broward County’s Representative and County's Purchasing Negotiator, subject to approval by the proper awarding authority. Each re-use shall include all Basic Services and modifications to the drawings, specifications, and other documents normally required to adapt the design documents to a new site. This re-use may include preparation of reverse plans, changes to the program, provision for exceptional site conditions, preparation of documents for off-site improvements, provisions for revised solar orientation, provisions for revised vehicular and pedestrian access, and modifications to building elevations, ornament, or other aesthetic features. In all re-use assignments, the design documents shall be revised to BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 29 of 32 4/30/2015 11:48 AM p. 48 Exhibit 1 49 of 101 Broward County Board of County Commissioners Bid R1324608P1 comply with building codes and other jurisdictional requirements current at the time of re-use for the new site location. The terms and conditions of this Agreement shall remain in force for each re-use project, unless otherwise agreed by the parties in writing. 10.29 Payable Interest 10.30.1 Payment of Interest. Except as required by the Broward County Prompt Payment Ordinance, County shall not be liable for interest for any reason, whether as prejudgment interest or for any other purpose, and in furtherance thereof Broward County’s Representative waives, rejects, disclaims and surrenders any and all entitlement it has or may have to receive interest in connection with a dispute or claim based on or related to this Agreement. 10.30.2 Rate of Interest. In any instance where the prohibition or limitations of Section 10.29.1 are determined to be invalid or unenforceable, the annual rate of interest payable by County under this Agreement, whether as prejudgment interest or for any other purpose, shall be .025 percent simple interest (uncompounded). 10.30 Representation of Authority. Each individual executing this Agreement on behalf of a party hereto hereby represents and warrants that he or she is, on the date he or she signs this Agreement, duly authorized by all necessary and appropriate action to execute this Agreement on behalf of such party and does so with full and legal authority. 10.31 Multiple Originals. Multiple copies of this Agreement may be executed by all parties, each of which, bearing original signatures, shall have the force and effect of an original document. 10.32 Domestic Partnership Requirement. NOT USED (The remainder of this page is intentionally left blank.) BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 30 of 32 4/30/2015 11:48 AM p. 49 Exhibit 1 50 of 101 Broward County Board of County Commissioners Bid R1324608P1 IN WITNESS WHEREOF, the parties hereto have made and executed this Agreement on the respective dates under each signature: BROWARD County, through its BOARD OF County COMMISSIONERS, signing by and through its Mayor or ViceMayor, authorized to execute same by Board action on the ______ day of ____________, 20____, and Broward County’s Representative, signing by and through its _____________________, duly authorized to execute same. County ATTEST: BROWARD County, by and through its Board of County Commissioners _____________________________ Broward County Administrator, as Ex-officio Clerk of the Broward County Board of County Commissioners BY____________________________ Mayor ___ day of _______________, 2015. Approved as to form by Joni Armstrong Coffey Broward County Attorney Governmental Center, Suite 423 115 South Andrews Avenue Fort Lauderdale, Florida 33301 Telephone: (954) 357-7600 Telecopier: (954) 357-7641 Insurance requirements Approved by Broward County Risk Management Division By______________________________ Signature (Date) By____________________________ Michael Kerr, Deputy County Attorney (Date) ______________________________ Print Name and Title above ABC/wp _______.doc 00/00/14 #_____ BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 31 of 32 4/30/2015 11:48 AM p. 50 Exhibit 1 51 of 101 Broward County Board of County Commissioners Bid R1324608P1 AGREEMENT BETWEEN BROWARD COUNTY AND __________________ FOR BROWARD COUNTY’S REPRESENTATIVE SERVICES FOR ______________________________ IN BROWARD COUNTY, FLORIDA, RLI # _______________________ BROWARD COUNTY’S REPRESENTATIVE ________________________________ (Please Type Name of Broward County’s Representative/Firm) ATTEST: __________________________ Secretary By______________________________ President/Vice President __________________________ (Please Type Name of Secretary) ________________________________ (Please Type Name of President/Vice President CORPORATE SEAL ___ day of ________________, 20___. BCR_CC Expansion and Headquarters Hotel – BCF 202 04/17/2015 32 of 32 4/30/2015 11:48 AM p. 51 Exhibit 1 52 of 101 Broward County Board of County Commissioners Bid R1324608P1 EXHIBIT A SCOPE OF WORK 1.01 Project Description and Program The following paragraphs form a general description of the construction project management and professional services required for the Broward County Convention Center Expansion and Headquarters Hotel. As such, it is not all inclusive and County does not represent that it is a complete inventory of the services necessary to achieve County's goals for the project. The objective of this agreement is to obtain support services on behalf of the County in its efforts to acquire some or all of the following; financing, design, construction, operation and maintenance as well as assistance with land use, zoning and jurisdictional reviews and processes, cost projections, incidental design not related to primary facility design, design review and construction support, construction administration and procurement support activities for the below described project. The following paragraphs represent County's minimum level of performance but do not limit the services that may be required during any project phase described herein or as amended. 1.02 Project Description 1.02.01 The County’s vision is the development of an iconic waterfront destination that will create a “sense of place”. The County seeks to redevelop the site with an iconic plan that takes full advantage of the unique waterfront and makes the Convention Center a competitive tradeshow venue. It is the County’s goal to attain the most distinctive, marketable headquarter hotel, and convention center facilities. With the addition of a proposed hotel, it is the goal for this Project to have a long lasting positive economic impact for Broward County. The anticipated components of the Project includes: a 7501250 room AAA 4-Diamond rated headquarter hotel, an expansion of the Convention Center (approximately 300,000 gross sq. ft.), accessory parking, retail and entertainment options, open public green areas, related and ancillary areas, and the possibility of a commercial waterfront development. The retail and entertainment options of the Project are available as a private development opportunity in order to create financial incentives for the development of this Project. 1.02.02 The Project is intended to be at the site of the existing Broward County Convention Center 1950 Eisenhower Boulevard, Fort Lauderdale, FL 33316 CC Expansion and Headquarters Hotel 4-29-2015 1 of 8 4/30/2015 11:48 AM p. 52 Exhibit 1 53 of 101 Broward County Board of County Commissioners Bid R1324608P1 1.02.03 The County may use the services of the Broward County’s Representative to assist in the evaluation and selection of alternate site(s) and further develop the project or portions thereof on an alternate site to allow the proposed project program to be more fully realized. 1.03 Master Plan Study developed by HKS Architects, dated September 2014, will be provided by the Contract Administrator with the Broward County’s Representative Notice to Proceed. Broward County’s Representative’s use of this program is described within Exhibit A, Scope of Work for this project. 2.01 Basic Services 2.01.01 The services listed below, in addition to those specified by Broward County’s Representative's agreement with County, are related to the specific project or other professional services as necessary to meet the needs of Broward County and shall not limit those activities or services that may be requested by the Contract Administrator. 2.01.02 Broward County’s Representative agrees to: (A) Provide complete construction project management, professional architectural, engineering, financial and/or other professional services such as land use, zoning and jurisdictional reviews and processes, cost projections, design and construction set forth in the various Phases enumerated hereinafter and all necessary personnel, equipment and materials to perform services; (B) Complete those services in accordance with the project schedule (Attachment 1, Project Schedule, as attached to this Exhibit A); (C) Complete those services that will assist in the analysis, procurement and ultimate delivery of a facility (or facilities) by a development entity (D) Participate in the Contract Administrator's programs of Value Engineering and Constructability Reviews throughout all Phases as required by the Contract Administrator. 2.01.03 Broward County’s Representative shall schedule and attend a bi-weekly project review and coordination meetings with representatives of the Contract Administrator all Phases of the Project. At each of these meetings, Broward County’s Representative and Contract Administrator shall review the Project's budget, schedule, and scope along with Broward County’s Representative's development and progress to date on the respective phases of the Project and any special problems related to the continuing progress of the project. Broward County’s Representative shall attend weekly meetings during Construction as required elsewhere in this Agreement. For each project CC Expansion and Headquarters Hotel 4-29-2015 2 of 8 4/30/2015 11:48 AM p. 53 Exhibit 1 54 of 101 Broward County Board of County Commissioners Bid R1324608P1 review meeting, and as may be otherwise appropriate during any project phase, Broward County’s Representative shall provide progress sketches and other documents sufficient to illustrate progress and the issues at hand for the Contract Administrator's review. Broward County’s Representative shall not be entitled to claims for delays to the Project Schedule due to Broward County’s Representative's provision of such documents. 2.01.04 Broward County’s Representative and representatives of each subconsulting firm shall attend a Project Kick-Off meetings and a Project Debriefing meeting which will be scheduled by the Contract Administrator at the beginning and end of each of the Project's phases. The Kick-Off meeting will provide a forum for the entire project team to review project goals, continuing project issues, and review performance expectations for the respective phase of the project. The Debriefing Meeting will provide a forum in which the entire project team can provide feedback concerning team performance, communications, procedures, quality control and other related issues for the current and future projects. 2.01.05 Broward County’s Representative and its interior designer and/or interior architect shall attend periodic furnishings and equipment coordination meetings as scheduled by the Contract Administrator during various Phases of the Project. These meetings will be scheduled to address and coordinate the layout, selection, specification and documentation of furniture and equipment items for the project. Members of County's using agencies will attend these meetings to coordinate and communicate their functional requirements and preferences. 2.01.06 Broward County’s Representative, the Contract Administrator and the artist(s) selected by County shall attend periodic coordination meetings throughout the project as scheduled by the Contract Administrator to address the incorporation of public art into the facility. These meetings will focus on the nature of the proposed artwork, the opportunities for integrating artwork into an efficient, economical building design, coordination of building systems and components with proposed artwork, coordination and documentation of artwork within the construction contract documents, and the artists' involvement and responsibilities during the construction process. 2.01.07 Broward County’s Representative's services shall conform to Contract Administrator's specifications (as they may be made available to Broward County’s Representative), including but not limited to, Contract Administrator's Design Criteria, Design and Materials Standards Manuals, and Contract Administrator's Guidelines and Procedures Manual and Forms for capital projects, financial studies, provided, however, that in the event of conflict the provisions of this agreement shall govern and Broward County’s Representative shall remain responsible for the content and accuracy of Broward County’s Representative's documents generated for this project. CC Expansion and Headquarters Hotel 4-29-2015 3 of 8 4/30/2015 11:48 AM p. 54 Exhibit 1 55 of 101 Broward County Board of County Commissioners Bid R1324608P1 Broward County’s Representative shall keep Contract Administrator informed of any proposed changes in requirements or in construction materials, systems or equipment as the drawings and specifications and any other documents are developed. Proposed changes must be reviewed and approved in writing by Contract Administrator. 2.01.08 Broward County’s Representative shall cooperate with Contract Administrator by participating in, reviewing and commenting on Constructability and Value Engineering studies performed by Contract Administrator, and attending meetings, where the content of design and construction contract documents will be coordinated and reconciled, scheduled during any phase of the project. In the event Contract Administrator accepts recommendations from Value Engineering and Constructability studies, Broward County’s Representative shall implement same, including providing revised drawings and specifications or other documents, as a part of Basic Services. 2.01.09 Broward County’s Representative shall be required to submit various documents further defined below in both hardcopy and electronic media formats. Requirements for electronic media submittals are contained in Attachment 2, Electronic Media Submittal Requirements, below. Requests for deviations from those electronic media submittal requirements shall be submitted in advance by Broward County’s Representative in writing for the consideration of the Contract Administrator. 2.01.10 Documents, electronic media and other materials submitted to Contract Administrator by Broward County’s Representative shall be retained by the Contract Administrator except as otherwise noted herein and are subject to the ownership provisions of this Agreement. 2.01.11 Broward County’s Representative shall make complete document submittals at the various project phases. Incomplete or partial submittals may be requested in advance through the Contract Administrator and may be allowed only when Broward County’s Representative has received advance approval in writing by the Contract Administrator. Incomplete or partial submittals made without advance approval shall be returned to Broward County’s Representative un-reviewed and unaccepted by the Contract Administrator and subject to any liquidated damages applicable as provided for elsewhere in this Agreement. 2.01.12 The Broward County’s Representative shall pursue design principles and guidelines established by the United States Green Building Council (USGBC) for achieving a “green” LEED-Certified Building and Site Development in all Project Phases as part of Basic Services. Professional services required for CC Expansion and Headquarters Hotel 4-29-2015 4 of 8 4/30/2015 11:48 AM p. 55 Exhibit 1 56 of 101 Broward County Board of County Commissioners Bid R1324608P1 the achievement of any level of LEED certification through the USGBC as may be elected by the Contract Administrator for the Project will be provided under Optional Services. 3.01 Basic Services by Project Phase 3.01.01 Phase I: Step Three: Request for Letters of Interest Broward County’s Representative shall assist the County in preparing a Step Three: Requests for Letters of Interest solicitation that will be used by the Contract Administrator’s team (including the Broward County’s Representative) to solicit, review, analyze, and evaluate responses from Developer’s teams to determine the best qualified Developer’s team for the project. Step Three of the procurement process requires Developers’ detailed proposals for the Project. Responses may include, but are not limited to, budgets, schedule, project phasing, schematics, preliminary designs including site plans, floor plans, sections, elevations, and renderings, general business terms, innovative features, finance plans, land development analysis and other information necessary to finalize the Developer selection. The level of detail required for Step Three submissions is subject to review with the shortlisted Developers at the time of the Step Three solicitation. Developers’ responses will be ranked and the County will negotiate the following agreements with the highest ranked Developer and/or Developer’s Team for the Project. 3.01.02 The Broward County’s Representative shall assist the County in developing and writing the following agreements, as determined applicable by the County, and shall also assist the County with negotiating the Agreements with selected Developer and/or Developer’s Team. Details concerning the contract of these agreements will be provided by the Contract Administrator. Anticipated agreements may include: a. Pre-Development Agreement: an abbreviated agreement enabling the County and Developer to develop the final financing of the project, further develop the Project’s design, prepare a project schedule, conduct testing, and other due diligence tasks, and complete other preliminary negotiations that might be necessary for a final comprehensive Developer Agreement. b. Developer Agreement(s): an agreement specifying terms, conditions, and performance requirements for the Project of the selected Developer, detailing all services required of the Developer, including design, construction, financing, operations and maintenance. CC Expansion and Headquarters Hotel 4-29-2015 5 of 8 4/30/2015 11:48 AM p. 56 Exhibit 1 57 of 101 Broward County Board of County Commissioners Bid R1324608P1 c. Ground Lease Agreement: the agreement specifying terms and conditions of the ground lease between the County and the Developer and/or Developer’s Team. d. Enabling Agreements, such as Room Block Agreement, operational/maintenance agreements, common area agreements or other potential agreements between the County and Developer. As the definitive relationships between the County, Developer and/or the Developer’s Team are contingent upon the Developer’s proposals and subsequent negotiations, the County anticipates that key business points will be negotiated as part of the agreements described above, including, but not limited to: 1. Financing terms and County’s participation 2. Risk and profit sharing; 3. Ground lease terms. 4. Operation and maintenance of the Hotel (or other potential Project components); 5. Convention Center Hotel Room block; 6. County Business Enterprise participation; 7. Land use(s) 8. Design criteria and technical specifications 3.01.03 Other Basic Services: The Broward County’s Representative shall provide: 1. CONSTRUCTION MARKET SURVEY. Broward County’s Representative will conduct a local Construction Market Survey to obtain current information concerning the general construction backlog among Broward County’s Representatives, current and pending labor contracts, local conditions and practices, and other economic factors. The survey will serve to confirm current construction prices. 2. DEVELOPING DESIGN PHASE PROCEDURES. Broward County’s Representative in conjunction with the Contract Administrator, will develop the Design Phase procedures and report formats. These procedures will provide the basis for communication between the Developer, Broward County’s Representative and Contract Administrator. 3. MANAGEMENT PLAN. Broward County’s Representative will prepare a Management Plan which will establish the general basis for the sequence of the design effort and the contracting for construction. In preparation for this Management Plan, Broward County’s Representative CC Expansion and Headquarters Hotel 4-29-2015 6 of 8 4/30/2015 11:48 AM p. 57 Exhibit 1 58 of 101 Broward County Board of County Commissioners Bid R1324608P1 will evaluate the local construction market, the Contract Administrator's resources, the Contract Administrator's schedule and Project budget goals, develop alternative approaches, and make recommendations to the Contract Administrator. Broward County’s Representative will prepare the Management Plan in final form after review and comment of a drafted document by the Contract Administrator. This document will indicate the project rationale, the strategy for purchasing construction, the various bid packages for the Project and a Provisional Master Schedule for the Project. The Broward County’s Representative will make recommendations regarding the number of their staff to be located in the Construction Management Division offices to provide quick response to project issues and improved communication with the Contract Administrator. 4. PROVISIONAL MASTER SCHEDULE. Broward County’s Representative will develop a Provisional Master Schedule as a part of the Management Plan. The Provisional Master Schedule will contain key milestones to be accomplished by the Project participants. Once the Provisional Master Schedule is defined, a more comprehensive List of Critical Dates will be prepared. 5. PROJECT BUDGET. Broward County’s Representative will review the Program of Requirements, site constraints, findings of the Market Survey, the Contract Administrator's schedule goals, and budget data in existence, and develop the Project budget based on this data and Broward County’s Representative's historical cost data. Broward County’s Representative will make a report of the budget to the Contract Administrator indicating (1) shortfalls or surpluses in the budget and (2) recommendations for cost reductions or revisions to the Program of Requirements if necessary. Upon balancing the budget with the Program of Requirements, Broward County’s Representative will present to the Contract Administrator the Project budget. 6. PROJECT COST MODEL. Based on the approved project budget for construction, Broward County’s Representative will prepare a Project Cost Model, which is a display of the various building components budgeted. The Project Cost Model will then be used by Broward County’s Representative as the basis of cost monitoring throughout the Design Phase. 7. PRELIMINARY COST STUDIES. Broward County’s Representative will provide preliminary cost studies on various programmatic and design alternatives, to determine the optimum cost benefit design approach. 8. FEASIBILITY STUDIES. Broward County’s Representative will provide feasibility studies which will, in addition to financial pro forma evaluation, CC Expansion and Headquarters Hotel 4-29-2015 7 of 8 4/30/2015 11:48 AM p. 58 Exhibit 1 59 of 101 Broward County Board of County Commissioners Bid R1324608P1 incorporate other factors, such as increased efficiency, added life, reduced maintenance and energy costs, operational costs and other factors. 9. MANAGEMENT INFORMATION CONTROL SYSTEM. Broward County’s Representative will become knowledgeable of the Contract Administrator's reporting needs, will interview the Contract Administrator's key personnel, and, in conjunction with the Contract Administrator, will determine the type of information necessary, the reporting format, the frequency of various reports, and the distribution requirements for the Management Information Control System (MICS) for the Project. The MICS will be presented to the Contract Administrator in the form of a written report. 10. Implement, or have a contract in place to implement, commissioning and enhanced commissioning systems for LEED certification of building per US Green Building Council LEED Rating System. 11. Building Information Modelling (BIM) / Virtual Design and Construction (VDC) Plan. Broward County’s Representative shall include strategic planning, construction sequence and logistics for the design and construction phases of the project using BIM. 12 This project will require for the developer to provide a BIM model to meet GSA Levels of Developments (LOD) Broward County’s Representative shall assist and provide and a Virtual Design and Construction plan, as defined in Electronic Media Submittal Requirements for BIM, Attachment 2A. Assist the County in further development and implementation of current Construction Operations Building Information exchange (COBie) standards for the County. 5.3.1 Other Project Phases: The Contract Administrator reserves the right at its sole discretion to add additional project phases and associated scopes of work for the benefit of the project and County.” CC Expansion and Headquarters Hotel 4-29-2015 8 of 8 4/30/2015 11:48 AM p. 59 Exhibit 1 60 of 101 Broward County Board of County Commissioners Bid R1324608P1 Professional Services Agreement EXHIBIT A, SCOPE OF WORK ATTACHMENT 1: Project Schedule Project No: Project Title: Facility Name: Project Number Convention Center Expansion and Headquarters Hotel Facility Name The required project schedule milestones for this project are presented below. Items marked undetermined require additional development and submittal of the Broward County’s Representative's Project Development Schedule as required by the Professional Services Agreement for this project. DATE REQUIRED OR ESTIMATED TIME PERIOD ACTIVITY Phase I: Step III Broward County’s Representative's Document Preparation & Submittal 0 Days Undetermined County Review 0 Days Undetermined Broward County’s Representative's Document Correction & Re-Submittal 0 Days Undetermined CC Expansion and Headquarters Hotel 4-29-2015 1 of 1 4/30/2015 11:48 AM p. 60 Exhibit 1 61 of 101 Broward County Board of County Commissioners Bid R1324608P1 Professional Services Agreement EXHIBIT A, SCOPE OF WORK ATTACHMENT 2: Electronic Media Submittal Requirements The Contract Administrator will be utilizing electronic media as the principal way it develops, communicates and archives information concerning its various construction programs. To that end, COUNTY’s standard Professional Services Agreements for preconstruction and construction services require submittal of documents produced on electronic media. Requirements for that media are presented below. ELECTRONIC MEDIA A. General Requirements: 1. All Work, including surveying work, drawings, maps, details or other drawing information to be provided in electronic media by Broward County’s Representative shall be accomplished and developed using software and procedures conforming to the following criteria. While the Contract Administrator does not anticipate the production of drawings (surveying work, drawings, maps, details or other drawing information) by Broward County’s Representative, any incidental graphics or drawing product(s) required or resulting from the Basic or Optional Services shall conform to the requirements for CADD and/or PDF format as approved by Project Manager and other graphics as specified below. Exceptions may be granted by Contract Administrator upon Broward County’s Representative’s prior written request. B. Graphic Format: 1. Provide all CADD or PDF data in Autodesk, Inc.’s AutoCAD release 2009 or higher for Windows in native .dwg electronic digital format. Provide copies of all drawing sheets or other CADD and/or PDF format produced documents intended for hardcopy plotting or printing in plot (.plt) and drawing web format (.dwf) versions of all sheets/documents. 2. Target platform: Intel Duo Core 5 personal computer with Windows 7 operating system. 3. Ensure that all digital files and data (e.g., constructs, elements, base files, prototype drawings, reference files, blocks, attribute links, and other files external to the drawing itself) are compatible with the Contract Administrator's target CADD system (i.e., basic and advanced CADD software, platform, database software), and adhere to the standards and requirements specified herein. 4. The term “compatible” means that data can be accessed directly by the target CADD system without translation, pre-processing, or post-processing of the electronic CC Expansion and Headquarters Hotel Construction Project Manager Services Agreement 4/30/2015 11:48 AM Exhibit A, Attachment 2 Page 1 of 6 p. 61 Exhibit 1 62 of 101 Broward County Board of County Commissioners Bid R1324608P1 digital data files. It is the responsibility of the Broward County’s Representative to ensure this level of compatibility. 5. Any non-graphical database delivered with prepared drawings: provide in relational database format compatible with Microsoft Access 2010 or higher, PDF, or other compatible SQL format database. 6. Maintain all linkages of non-graphical data with graphic elements, relationships between database tables, and report formats. 7. All database tables: conform to the structure and field-naming guidance provided upon request by the Contract Administrator. C. CAD Standards: 1. Standard plotted drawing size: 24 inch x 36 inch sheets. 2. Coordinate with the Contract Administrator concerning the standard file naming protocol to be utilized. 3. Layering: a. Conform to the guidelines defined by the American Institute of Architect’s (AIA) standard document, U.S. National CAD standards version 5 (V5). b. Provide an explanatory list of which layer is used at which drawing and an explanatory list of all layers which do not conform to the standard AIA CAD Layer Guidelines including any user definable fields permitted by the guidelines. c. Layering: The Contract Administrator may, from time to time, supplement the AIA U.S. National CAD standards with the Contract Administrator’s specific requirements. Obtain latest Contract Administrator specific layering from Contract Administrator prior to production of documents and incorporate into drawings. 4. Attribute Definitions: a. Obtain latest guidance from the Contract Administrator concerning attribute definition, database linking and other information embedding requirements prior to production of documents. 5. Submit a written request for approval of any deviations from the Contract Administrator's established CADD standards. Pre-coordinate the development, use and submittal of 3-D modeling, Building Information Models (BIM), photo-realistic renderings, animations, presentations and other visualization/information tools utilized during the design and construction process to ensure compatibility of submittal with COUNTY’s uses and information systems. 6. No deviations from the Contract Administrator's established CADD standards will be permitted unless prior written approval of such deviation has been received from the Contract Administrator. CC Expansion and Headquarters Hotel Construction Project Manager Services Agreement 4/30/2015 11:48 AM Exhibit A, Attachment 2 Page 2 of 6 p. 62 Exhibit 1 63 of 101 Broward County Board of County Commissioners Bid R1324608P1 D. Non-CADD Graphic Format: Provide digital photography files and other miscellaneous graphics in High Resolution JPEG, PDF or PNG format. E. Non-Graphic Format: 1. Provide word processing files in Microsoft Word 2010 compatible file formats including all fonts, typefaces, bit-map and vector graphics and other information necessary for remote printing. 2. Provide spreadsheet files in Microsoft Excel 2010 for windows compatible file formats including all fonts, typefaces, bit-map and vector graphics and other information necessary for remote printing. 3. Provide database files in relational database format compatible with Microsoft Access 2010 or higher, PDF or other compatible SQL format database including all tables, form and report formats, fonts, typefaces, bit-map and vector graphics and other information necessary for remote printing. Ensure integrity of relational database structure. F. Delivery Media and Format: 1. Submit copies of all CAD and PDF format data and other electronic files developed under this contract on electronic digital media as required for project phase submittals to 400 d.p.i. resolution. 2. Provide electronic digital data and files shall be provided on ISO-9660 CD-ROM., DVD discs and Flash drives. 5-1/4-inch Floppy discs and other miscellaneous media will not be accepted. 3. The electronic digital media shall be in the format which can be read and processed by the Contract Administrator's target CADD system. 4. The external label for each electronic digital media shall contain, as a minimum, the following information: a. The Project Number, Project Title and date. b. The Facility Name c. The format and version of operating system software. d. The name and version of utility software used for preparation (e.g., compression/decompression) and copying files to the media. e. The sequence number of the digital media. f. A list of the filenames may be included in the protective cover and as an electronic file on the disc. CC Expansion and Headquarters Hotel Construction Project Manager Services Agreement 4/30/2015 11:48 AM Exhibit A, Attachment 2 Page 3 of 6 p. 63 Exhibit 1 64 of 101 Broward County Board of County Commissioners Bid R1324608P1 5. Before a CADD file is placed on the delivery electronic digital media, the following procedures shall be performed: a. Ensure that drawing sheets, viewports, paper space, line weights, fonts, and other drawing components are correctly configured for Contract Administrator’s viewing and plotting. b. Make sure all reference files are attached without device or directory specifications. For each drawing, provide one bound file containing drawing sheet with associated XREFs and one un-bound file containing the associated XREFs. c. Include all files, both graphic and non-graphic, required for the project (i.e., color tables, pen tables, font libraries, block libraries, user command files, plot files, and other elements of drawing definition). All blocks not provided as Contract Administrator-furnished materials must be provided to the Contract Administrator as a part of the electronic digital deliverables. d. Make sure that all support files such as those listed above are in the same directory and that references to those files do not include device or directory specifications. e. Document any fonts, tables, or other similar customized drawing element developed by the Broward County’s Representative or not provided among the Contract Administrator-furnished materials. Broward County’s Representative shall obtain Contract Administrator approval before using anything other than the Contract Administrator's standard fonts, line types, tables, blocks, or other drawing elements available from the Contract Administrator. f. Include any standard sheets (i.e., abbreviation sheets, standard symbol sheets, or other listing) necessary for a complete project. g. Check completed files are free of any known viruses or unrequired attachments. G. Drawing Development Documentation: 1. Provide the following information for each finished drawing in the nonplot layer X ****-NPLT: a. How the data were input (e.g., keyed in, downloaded from a survey total station instrument (include name and model), and other identification data). b. Brief drawing development history (e.g., date started, modification date(s) with brief description of item(s) modified, author's name, and other identifying data.). c. The names of the reference, blocks, symbols, details, tables, and schedule files required for the finished drawing. d. Layer assignments and lock settings. CC Expansion and Headquarters Hotel Construction Project Manager Services Agreement 4/30/2015 11:48 AM Exhibit A, Attachment 2 Page 4 of 6 p. 64 Exhibit 1 65 of 101 Broward County Board of County Commissioners Bid R1324608P1 e. Text fonts, line styles/types used, and pen settings. H. Submittal: 1. Submit as Project Record Documents specified above and as required for project phase submittals and project record documents. 2. Submit electronic media with a transmittal letter containing, as a minimum, the following information: a. Brief instructions for transferring the files from the media. b. Certification that all delivery media are free of known computer viruses. A statement including the name(s) and release date(s) of the virus-scanning software used to analyze the delivery media, the date the virus-scan was performed, and the operator's name shall also be included with the certification. The release or version date of the virus-scanning software shall be the current version which has detected the latest known viruses at the time of delivery of the digital media. c. The following “Plot File Development and Project Documentation Information” as an enclosure or attachment to the transmittal letter provided with each electronic digital media submittal. 1) Documentation of the plot file for each drawing which will be needed to be able to duplicate the creation of the plot file by the Contract Administrator at a later date. This documentation shall include the plotter configuration (e.g., name and model of plotter), pen settings, drawing orientation, drawing size, and any other special instructions. 2) Instructions concerning how to generate plotted, or hard copy, drawings from the provided plot files. 3) List of any deviations from the Contract Administrator's standard layer/level scheme and file-naming conventions. 4) List of all new symbol blocks created for project, which were not provided to the Broward County’s Representative with the Contract Administratorfurnished materials. 5) List of any non-IGES crosshatch/patterns used. 6) List of all new figures, symbols, tables, schedules, details, and other blocks created for the project, which were not provided to the Broward County’s Representative with the Contract Administrator-furnished materials, and any associated properties. 7) List of all database files associated with each drawing, as well as a description and documentation of the database format and schema design. CC Expansion and Headquarters Hotel Construction Project Manager Services Agreement 4/30/2015 11:48 AM Exhibit A, Attachment 2 Page 5 of 6 p. 65 Exhibit 1 66 of 101 Broward County Board of County Commissioners Bid R1324608P1 8) Recommended modifications which will be necessary to make the data available for GIS use. I. Contract Administrator-Furnished Materials to the Broward County’s Representative: 1. The Contract Administrator and other Consultants may make various electronic information available to Broward County’s Representative during the PreConstruction and Construction phases of the Project. To this end, the other Consultants shall make the following information available to Broward County’s Representative in electronic format: a. Work-files: Selected work product files, reports, spreadsheets, databases, specifications, drawings and other documentation of other Consultants’ work in progress may be provided to Broward County’s Representative, or other COUNTY consultants on an as required basis. Broward County’s Representative shall cooperate and facilitate the exchange of these electronic media documents. b. Where electronic media submittals of final site surveys are required: Provide electronic copies of any existing site survey data already on electronic media. c. Where Electronic Project Record Documents are required, other Consultants may provide Broward County’s Representative one set of AutoCAD electronic file format contract drawings, to be used for as-built drawings at Broward County’s Representative’s option. Make electronic file drawings available on CD ROM media. d. BIM Files and associated data. J. Other Digital Information: 1. A variety of digital information may be generated by participants in the design process including the Contract Administrator, other Consultants, Subconsultants, Broward County’s Representative, the Contract Administrator’s commissioning authority, local jurisdictional authorities and other project team members. 2. The Broward County’s Representative shall facilitate and participate wherever possible in this digital exchange of information by conforming to the standards expressed above and as further described in attachments and EXHIBIT “A” Scope of Works. End of Attachment 2: Electronic Media Submittal Requirements CC Expansion and Headquarters Hotel Construction Project Manager Services Agreement 4/30/2015 11:48 AM Exhibit A, Attachment 2 Page 6 of 6 p. 66 Exhibit 1 67 of 101 Broward County Board of County Commissioners Bid R1324608P1 EXHIBIT “A” SCOPE OF WORK ATTACHMENT 2A: BIM Standards of Care General Provisions. The Model shall be developed to include the systems described below as they would be built, the processes of installing them, and to reflect final as-built construction conditions. The deliverable Model at all different phases shall be developed to include as many of the systems described below as are necessary and appropriate at that stage of design. The Model shall be developed using Building Information Modeling (“BIM”) supplemented with Computer Aided Design (“CAD”) content as necessary to produce a complete set of Construction Documents. The following Level of Development (LOD) descriptions identify the specific content requirements and associated authorized uses for each Model Element at five progressively detailed levels of completeness. Each subsequent LOD builds on the previous level and includes all the characteristics of previous levels. The parties shall utilize the five LOD described below in completing the Model, which establishes the required LOD for each Model Element at each phase of the Project. LEVEL OF DEVELOPMENT (LOD) LOD 100: Proposal Reconciliation Model Content Requirements. Overall building massing indicative of area, height, volume, location, and orientation may be modeled in three dimensions or represented by other data. Potential Uses Analysis. The Model may be analyzed based on volume, area and orientation by application of generalized performance criteria assigned to the representative Model Elements. Cost Estimating. The Model may be used to develop a cost estimate based on current area, volume or similar conceptual estimating techniques (e.g., square feet of floor area, etc.). Schedule. The Model may be used for project phasing and overall duration. LOD 200: Design Development Phase (Basic Service) Model Content Requirements. Model Elements are modeled as generalized systems or assemblies with approximate quantities, size, shape, location, and orientation. Non-geometric information may also be attached to Model Elements. Partitions and furniture models shall be included at this phase. Exhibit A, Attachment 3 to BCF #202 (Rev. 12/15/14) 4/30/2015 11:48 AM -1 of 7- p. 67 Exhibit 1 68 of 101 Broward County Board of County Commissioners Bid R1324608P1 Potential Uses Analysis. The Model may be analyzed for performance of selected systems by application of generalized performance criteria assigned to the representative Model Elements. Cost Estimating. The Model may be used to develop cost estimates based on the approximate data provided and conceptual estimating techniques (e.g., volume and quantity of elements or type of system selected). Schedule. The Model may be used to show ordered, time-scaled appearance of major elements and systems. LOD 300: Construction Document Phase 50% & 100% Model Content Requirements. Model Elements are modeled as specific assemblies accurate in terms of quantity, size, shape, location, and orientation. Non-geometric information may also be attached to Model Elements. Detailed BIM Delivery Breakdown for Level 300: Architectural/Interior Design. The Architectural systems Model may vary in level of detail for individual building elements, but at a minimum the model must include all features that would be included on a quarter inch (1/4”=1’0”) scaled drawing. Where applicable and as required for construction documents, the model, or host platform will include additional scales as required to show necessary details. Additional minimum Model requirements include: Spaces. The Model shall include spaces defining actual net square footage and net volume, and holding data to develop the room finish schedule including room names and numbers. Include program information to verify design space against programmed space, using this information to validate area quantities. Walls and Curtain Walls. Each wall shall be depicted to the exact height, length, width, materiality and ratings (thermal, acoustic, fire) to properly reflect wall types. The Model shall include all walls, both interior and exterior, and the necessary intelligence to produce accurate plans, sections and elevations depicting these design elements. Doors, Windows and Louvers. Doors, windows and louvers shall be depicted to represent their actual size, type and location. Doors and windows shall be modeled with the necessary intelligence to produce accurate window and door schedules. Roof. The Model shall include the roof configuration, drainage system, penetrations, specialties, and the necessary intelligence to produce accurate plans, building sections and wall sections where roof design elements are depicted. Floors. The floor slab(s) shall be developed in the Structural Model and then referenced by the Architectural Model. Ceilings. All heights and other dimensions of ceilings, including soffits, ceiling materials, or other special conditions shall be depicted in the Model with the necessary intelligence to produce accurate plans, building sections and wall sections where ceiling design elements are depicted. Exhibit A, Attachment 3 to BCF #202 (Rev. 12/15/14) 4/30/2015 11:48 AM -2 of 7- p. 68 Exhibit 1 69 of 101 Broward County Board of County Commissioners Bid R1324608P1 Vertical Circulation. All continuous vertical components (i.e., non-structural shafts, architectural stairs, handrails and guardrails) shall be accurately depicted and shall include the necessary intelligence to produce accurate plans, elevations and sections in which such design elements are referenced. Architectural Specialties. All architectural specialties (i.e., toilet room accessories, toilet partitions, grab bars, lockers, and display cases) and millwork (i.e., cabinetry and counters) shall be accurately depicted with the necessary intelligence to produce accurate plans, elevations, sections and schedules in which such design elements are referenced. Signage. The Model shall include all signage and the necessary intelligence to produce accurate plans and schedules. Schedules. Provide door, window, hardware sets using Builders Hardware Manufacturers Association (BHMA) designations, flooring, wall finish, and signage schedules from the Model, indicating the type, materials and finishes used in the design. Furniture. The furniture Model may vary in level of detail for individual elements, but at a minimum must include all features that would be included on a quarter inch (1/4”=1’0”) scaled drawing, and have necessary intelligence to produce accurate plans. Where applicable and as required for construction documents, the model, or host platform will include additional scales as required to show necessary details. Representation of furniture elements is to be 2D. Broward County’s Representative may provide a minimal number of 3D representations as examples. Examples of furniture include, but are not limited to, desks, furniture systems, seating, tables, and office storage. Furniture Coordination. Furniture that makes use of electrical, data or other features shall include the necessary intelligence to produce coordinated documents and data. Equipment. The Model may vary in level of detail for individual elements. Equipment shall be depicted to meet layout and clearance requirements with the necessary intelligence to produce accurate plans and schedules, indicating the configuration, materials, finishes, mechanical, electrical requirements and all other related utilities. Examples of equipment include but are not limited to copiers, printers, refrigerators, ice machines, microwaves, and equipment specifically related to the operations and functions of the facility. Schedules. Provide furniture and equipment schedules from the model indicating the materials, finishes, mechanical, and electrical requirements. Structural. The Structural systems Model may vary in level of detail for individual elements, but at a minimum must include all features that would be included on a quarter inch (1/4”=1’0”) scaled drawing. Where applicable and as required for construction documents, the model, or host platform will include additional scales as required to show necessary details. Additional minimum Model requirements include: Foundations. All necessary foundation and/or footing elements, with necessary intelligence to produce accurate plans and elevations. Floor Slabs. Structural floor slabs shall be depicted with all necessary recesses, curbs, pads, closure pours, and major penetrations accurately depicted. Major penetrations shall include A/C duct chases and pipes larger than 6” dia. only. Exhibit A, Attachment 3 to BCF #202 (Rev. 12/15/14) 4/30/2015 11:48 AM -3 of 7- p. 69 Exhibit 1 70 of 101 Broward County Board of County Commissioners Bid R1324608P1 Structural Steel. All steel columns, primary and secondary framing members, and steel bracing for the roof and floor systems (including decks), including all necessary intelligence to produce accurate structural steel framing plans, related building/wall sections, and schedules. Cast-in-Place Concrete. All walls, columns, beams, including necessary intelligence to produce accurate plans and building/wall sections, depicting cast-in-place concrete elements. Precast/Tilt up/CMU. All walls, columns, beams, including necessary intelligence to produce accurate plans and building/wall sections, depicting such elements. Expansion Joints. Joints shall be accurately depicted. Stairs. All framing members for stair systems, including necessary intelligence to produce accurate plans and building/wall sections depicting stair design elements. Shafts and Pits. All shafts and pits, including necessary intelligence to produce accurate plans and building/wall sections depicting these design elements. Openings and Penetrations. All major openings and penetrations that would be included on a quarter inch (1/4”=1’0”) scaled drawing. Mechanical. The Mechanical systems Model may vary in level of detail for individual elements, but at a minimum must include all features that would be included on a quarter inch (1/4”=1’0”) scaled drawing. Where applicable and as required for construction documents, the model, or host platform will include additional scales as required to show necessary details. Small diameter (less than 1-1/2” NPS) field-routed piping is not required to be depicted in the Model. Additional minimum Model requirements include: HVAC. All necessary heating, ventilating, air-conditioning and specialty equipment, including air distribution for supply, return, ventilation and exhaust ducts, control systems, chillers, registers, diffusers, grills, and hydronic baseboards with necessary intelligence to produce accurate plans, elevations, building/wall sections and schedules. Mechanical Piping. All necessary piping and fixture layouts, and related equipment, including necessary intelligence to produce accurate plans, elevations, building/wall sections, and schedules. Plumbing. All necessary plumbing piping and fixture layouts, floor and area drains, and related equipment, including necessary intelligence to produce accurate plans, elevations, building/wall sections, riser diagrams, and schedules. Equipment Clearances. All Mechanical equipment clearances shall be modeled for use in interference management and maintenance access requirements. Elevator Equipment. All necessary equipment and control systems, including necessary intelligence to produce accurate plans, sections and elevations depicting these design elements. Electrical/Telecommunications/Data. The Electrical and Telecommunications systems Model may vary in level of detail for individual elements, but at a minimum must include all features Exhibit A, Attachment 3 to BCF #202 (Rev. 12/15/14) 4/30/2015 11:48 AM -4 of 7- p. 70 Exhibit 1 71 of 101 Broward County Board of County Commissioners Bid R1324608P1 that would be included on a quarter inch (1/4”=1’0”) scaled drawing. Where applicable and as required for construction documents, the model, or host platform will include additional scales as required to show necessary details. Small diameter (less than 1-1/2”Ø) field-routed conduit is not required to be depicted in the Model. Additional minimum Model requirements include: Interior Electrical Power and Lighting. All necessary interior electrical components (i.e., lighting, receptacles, special and general purpose power receptacles, lighting fixtures, panel boards, cable trays and control systems), including necessary intelligence to produce accurate plans, details and schedules. Lighting and power built into furniture/equipment shall be modeled. Special Electrical. All necessary special electrical components (i.e., security, mass notification, public address, nurse call and other special electrical occupancy sensors, and control systems), including necessary intelligence to produce accurate plans, details and schedules. Grounding. All necessary grounding components (i.e., lightning protection systems, static grounding systems, communications grounding systems, and bonding), including necessary intelligence to produce accurate plans, details and schedules. Telecommunications/Data. All existing and new telecommunications service controls and connections, both above ground and underground, with necessary intelligence to produce accurate plans, details and schedules. Cable tray routing shall be modeled without detail of cable contents. Exterior Building Lighting. All necessary exterior lighting including all lighting fixtures, relevant existing and proposed support utility lines and equipment with necessary intelligence to produce accurate plans, details and schedules. Equipment Clearances. All Electrical equipment clearances shall be modeled for use in interference management and maintenance access requirements. Fire Protection. The fire protection system Model may vary in level of detail for individual elements, but at a minimum must include all features that would be included on a quarter inch (1/4”=1’0”) scaled drawing. Where applicable and as required for construction documents, the model, or host platform will include additional scales as required to show necessary details. Small diameter (less than 1-1/2” NPS) field-routed piping is not required to be depicted in the Model. Additional minimum Model requirements include: Fire Protection System. All relevant fire protection components (i.e., branch piping, sprinkler heads, fittings, drains, pumps, tanks, sensors, control panels) with necessary intelligence to produce accurate plans, elevations, building/wall sections, riser diagrams, and schedules. All fire protection piping shall be modeled. Fire Alarms. Fire alarm/mass notification devices and detection system shall be indicated with necessary intelligence to produce accurate plans depicting them. Landscape. The Landscape Model may vary in level of detail for individual elements, but at a minimum must include all features that would be included on a quarter inch (1/4”=1’0”) scaled drawing, and have necessary intelligence to produce accurate plans. Representation of Landscape elements is to be diagrammatic. Examples of landscape material include, but are not limited to trees and shrubs. Exhibit A, Attachment 3 to BCF #202 (Rev. 12/15/14) 4/30/2015 11:48 AM -5 of 7- p. 71 Exhibit 1 72 of 101 Broward County Board of County Commissioners Bid R1324608P1 Civil. The Civil Model may vary in level of detail for individual elements, but at a minimum must include all features that would be included on a one inch (1”=100’) scaled drawing. Additional minimum Model requirements include: Terrain (DTM). All relevant site conditions and proposed grading, including necessary intelligence to produce accurate Project site topographical plans and cross sections. Drainage. All existing and new drainage piping, including upgrades thereto, including necessary intelligence to produce accurate plans and profiles for the Project site. Storm Water and Sanitary Sewers. All existing and new sewer structures and piping, including upgrades thereto, with necessary connections to mains or other distribution points as appropriate, including necessary intelligence to produce accurate plans and profiles . Utilities. All necessary new utilities connections from the Project building(s) to the existing or newly-created utilities, and all existing above ground and underground utility conduits, including necessary intelligence to produce accurate plans and site-sections. Roads and Parking. All necessary roadways, parking lots, and parking structures, including necessary intelligence to produce accurate plans, profiles and cross-sections. Potential Uses Suitable for the generation of traditional construction documents and shop drawings. Analysis. The Model may be analyzed for performance of selected systems by application of specific performance criteria assigned to the representative Model Elements. Cost Estimating. The Model may be used to develop cost estimates based on the specific data provided and conceptual estimating techniques. Schedule. The Model may be used to show ordered, time-scaled appearance of detailed elements and systems. LOD 400: BIM for Construction Administration (Optional) Model Content Requirements. Model Elements are modeled as specific assemblies that are accurate in terms of size, shape, location, quantity, and orientation with complete fabrication, assembly, and detailing information. Non-geometric information may also be attached to Model Elements. Potential Uses Construction. Model Elements are virtual representations of the proposed element and are suitable for construction. Analysis. The Model may be analyzed for performance of approved selected systems based on specific Model Elements. Cost Estimating. Costs are based on the actual cost of specific elements at buyout. Schedule. The Model may be used to show ordered, time-scaled appearance of detailed specific elements and systems including construction means and methods. Exhibit A, Attachment 3 to BCF #202 (Rev. 12/15/14) 4/30/2015 11:48 AM -6 of 7- p. 72 Exhibit 1 73 of 101 Broward County Board of County Commissioners Bid R1324608P1 LOD 500: BIM for Facility Management (Optional) Model Content Requirements. Model Elements are modeled as constructed assemblies actual and accurate in terms of size, shape, location, quantity, and orientation. Non-geometric information may also be attached to modeled elements. Potential Uses Facility Management. The Model may be utilized for maintaining, altering, and adding to the Project, but only to the extent consistent with any licenses granted in the Agreement or in a separate licensing agreement. The Broward County’s Representative will coordinate in all Phases with the owner and Developer to create and finalize the BIM Execution Plan inclusive of the categories and subcategories from the following table to establish the basis of Construction to Operations Building Information Exchange or COBie execution. 23-13 00 00 23-15 00 00 23-17 00 00 23-21 00 00 23-21 11 00 23-23 00 00 23-27 00 00 23-27 13 00 23-29 00 00 23-29 11 00 23-29 13 00 23-29 25 00 23-29 25 19 23-29 27 00 23-31 00 00 23-33 00 00 23-33 29 00 23-35 00 00 23-35 23 00 23-35 23 21 23-35 37 00 23-35 37 11 23-37 00 00 23-21 11 00 Structural and Exterior Enclosure Products Interior and Finish Products Openings, Passages, and Protection Products Furnishings, Fixtures and Equipment Products Commercial Systems Furniture Conveying Systems and Material Handling Products General Facility Services Products Control and Monitoring Boards Panels Facility and Occupant Protection Products Security Detection and Monitoring Security Access Controls Fire Fighting Equipment Fire Extinguishers Fire Ventilation Equipment Plumbing Specific Products and Equipment HVAC Specific Products and Equipment HVAC Dampers Electrical and Lighting Specific Products and Equipment Power Conditioning Equipment Uninterrupted Power Supply (UPS) Units Electrical Switches Automatic Transfer Switches Information and Communication Specific Products and Equipment Commercial Systems Furniture Exhibit A, Attachment 3 to BCF #202 (Rev. 12/15/14) 4/30/2015 11:48 AM -7 of 7- p. 73 Exhibit 1 74 of 101 Broward County Board of County Commissioners Bid R1324608P1 End of Exhibit "A" – Attachment 2A: BIM Standards of Care Professional Services Agreement EXHIBIT A, SCOPE OF WORK ATTACHMENT 3: Architectural Program NOT USED Project No: Project Title: Facility Name: Project Number Convention Center Expansion and Headquarters Hotel Facility Name A detailed architectural program is available from the Contract Administrator and is attached to this document as Attachment 3, Architectural Program. A detailed architectural program is not available from the Contract Administrator and shall be developed by Broward County’s Representative under Programming Option 1 of Predesign Services as further described below. An architectural program is attached to this document as Attachment 3, Architectural Program. Requirements for Broward County’s Representative's use and modification of that generic program follow under Programming Option 2 of Predesign Services as further described below. The Preliminary Final architectural program for this project will be provided by the Contract Administrator with the Broward County’s Representative's Notice to Proceed. Broward County’s Representative's use of this program is described within Exhibit A, Scope of Work of the Professional Services Agreement for this project. Exhibit A, Attachment 3 to BCF #202 (Rev. 12/15/14) 4/30/2015 11:48 AM -8 of 7- p. 74 Exhibit 1 75 of 101 Broward County Board of County Commissioners Bid R1324608P1 Professional Services Agreement EXHIBIT A, SCOPE OF WORK ATTACHMENT 4: Preliminary Project Budget Project No: Project Title: Facility Name: Project Number Convention Center Expansion and Headquarters Hotel Facility Name The Contract Administrator's preliminary project budget for this project follows this cover sheet. Broward County’s Representative's use of this budget is described within the Professional Services Agreement and its Exhibit A, Scope of Work, for this project. Preliminary Project Budget is subject to change at the Contract Administrator's discretion. TO BE DETERMINED Exhibit A, Attachment 4 to BCF #202 (Rev. 12/15/14) 4/30/2015 11:48 AM -1 of 1- p. 75 Exhibit 1 76 of 101 Broward County Board of County Commissioners Bid R1324608P1 Professional Services Agreement EXHIBIT B SALARY COSTS Project No: Project Title: Broward County’s Representative/ (Prime) Project Number Convention Center Expansion and Headquarters Hotel FILL IN POSITIONS AS APPLICABLE MAXIMUM HOURLY RATE ($/HR) $0.00 TITLE Principal MAXIMUM BILLING RATE MULTIPLIER X = ($/HR) $0.00 Project Manager $0.00 $0.00 Job Captain $0.00 $0.00 Senior Technician $0.00 $0.00 Junior Technician $0.00 $0.00 Drafter Secretary Clerk Senior Engineer $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Multiplier of X.XX is calculated as follows: OVERHEAD = FRINGE HOURLY RATE X OVERHEAD (X.XX)% = HOURLY RATE X FRINGE (X.XX) % PROFIT = (HOURLY RATE + OVERHEAD + FRINGE) X PROFIT (X.XX)% MULTIPLIER = (HOURLY RATE + OVERHEAD + FRINGE + PROFIT) / HOURLY RATE Exhibit B to BCF #202 (Rev. 12/15/14) 4/30/2015 11:48 AM p. 76 Exhibit 1 77 of 101 Broward County Board of County Commissioners Bid R1324608P1 Professional Services Agreement AMENDED EXHIBIT B SALARY COSTS Project No: Project Title: Broward County’s Representative Subconsultant Project Number Convention Center Expansion and Headquarters Hotel Name AMENDED MAXIMUM BILLING RATE ORIGINAL MAXIMUM HOURLY RATE ($/HR) $0.00 AMENDED MAXIMUM RAW SALARY (X% Increase) ($/HR) $0.00 $0.00 $0.00 $0.00 Job Captain Senior Technician $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Junior Technician $0.00 $0.00 $0.00 Drafter $0.00 $0.00 $0.00 Secretary Clerk Senior Engineer $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 TITLE Principal Project Manager MULTIPLIER x = ($/HR) $0.00 Multiplier of X.XX is calculated as follows: OVERHEAD = HOURLY RATE X OVERHEAD (X.XX)% FRINGE = HOURLY RATE X FRINGE (X.XX) % PROFIT = (HOURLY RATE + OVERHEAD + FRINGE) X PROFIT (X.XX)% MULTIPLIER = (HOURLY RATE + OVERHEAD + FRINGE + PROFIT) / HOURLY RATE Exhibit B to BCF #202 (Rev. 12/15/14) 4/30/2015 11:48 AM p. 77 Exhibit 1 78 of 101 Broward County Board of County Commissioners Bid R1324608P1 Broward County’s Representative County _____________________________ _____________________________ Name/Title Contract Administrator Date:_________________________ Date:_____________________ Exhibit B to BCF #202 (Rev. 12/15/14) 4/30/2015 11:48 AM p. 78 Exhibit 1 79 of 101 Broward County Board of County Commissioners Bid R1324608P1 EXHIBIT C LETTERS OF INTENT [Applicable when agreement has assigned CBE goals] Broward County’s Representative represents that the CBE participants referenced in the attached Letters of Intent have agreed by written subcontract to perform the percentage of work amounts set forth and that the following information regarding participating Subconsultants is true and correct to the best of his/her knowledge. NONE FOR PHASE I Exhibit C to BCF #202 (Rev. 12/15/14) 4/30/2015 11:48 AM -1- p. 79 Exhibit 1 80 of 101 Broward County Board of County Commissioners Bid R1324608P1 Professional Services Agreement EXHIBIT C-1 SCHEDULE OF SUBCONSULTANT PARTICIPATION Project No: Project Title: Facility Name: Project Number Convention Center Expansion and Headquarters Hotel Facility Name No. Firm Name Discipline 1. Firm Name Discipline 2 Firm Name Discipline 3 Firm Name Discipline 4 Firm Name Discipline 5. 6. 7 8 9. 10. Exhibit C-1 to BCF #202 (Rev. 12/15/14) 4/30/2015 11:48 AM -1- p. 80 Exhibit 1 81 of 101 Broward County Board of County Commissioners BCF #202 (Rev. 12/15/14) 4/30/2015 11:48 AM Bid R1324608P1 -1- p. 81 Exhibit 1 82 of 101 Broward County Board of County Commissioners Bid R1324608P1 Office of Economic and Small Business Requirements: CBE Goal Participation A. In accordance with Broward County Business Opportunity Act of 2012, Ordinance No. 2012-33, Broward County Code of Ordinances, the County Business Enterprise (CBE) Program is applicable to this contract. B. CBE Program Requirements: Compliance with CBE participation goal requirements is a matter of responsibility; required forms and information should be submitted with solicitation submittal. If not provided with solicitation submittal, the Vendor must supply information within three business days of the Office of Economic and Small Business Development’s (OESBD) request. Vendor may be deemed non-responsible for failure to fully comply within stated timeframes. 1. In response to this Step One solicitation, Vendor should submit a Contractor Assurance Statement on company letterhead, signed by the owner or authorized company representative, affirming that company will comply with the County’s non-discrimination policy, acknowledge the percentage goal established on the project and, agree to engage in good faith effort solicitation of approved Broward County Small Business Development Program firms to achieve the project goals stated Special Instructions to Vendors. 2. The CBE goal established for this project will be applicable to the entire agreement, including amendments on the total project, with the exception of Phase I. D. The Office of Economic and Small Business Development maintains an on-line directory of CBE firms. The on-line directory is available for use by Vendors at https://bcegov3.broward.org/SmallBusiness/SBDirectory.aspx E. For detailed information regarding the County Business Enterprise Program contact the Office of Economic and Small Business Development at (954) 357-6400 or visit the website at: http://www.broward.org/EconDev/SmallBusiness/ 4/30/2015 11:48 AM p. 82 Exhibit 1 83 of 101 Broward County Board of County Commissioners Bid R1324608P1 CONTRACTOR ASSURANCE STATEMENT (Vendor Letterhead) CONTRACTOR ASSURANCE STATEMENT PROJECT DESCRIPTION: I, , (Authorized Official/Agent) on behalf of the (Vendor) hereby agree to comply with the County Business Enterprise (CBE) requirements of the solicitation, between Broward County and (Vendor) for (Project). 1. Affirm that your company will comply with the County’s non-discrimination policy by providing a non-discrimination Statement and; 2. Acknowledge the CBE percentage goal established on the project and; 3. Agree to engage in good faith effort solicitation of approved Broward County Small Business Development Program firms to achieve the project goals as indicated in the solicitation. Authorized Agent of Vendor Printed Name & Title Telephone Number Date: 4/30/2015 11:48 AM p. 83 Exhibit 1 84 of 101 Broward County Board of County Commissioners Bid R1324608P1 VENDOR QUESTIONNAIRE FORM The completed Vendor Questionnaire should be submitted with the solicitation response but must be submitted within three business days of County’s request. Failure to timely submit may affect Vendor’s evaluation. If a response requires additional information, the Vendor should attach a written detailed response; each response should be numbered to match the question number. The completed questionnaire and attached responses will become part of the procurement record. It is imperative that the person completing the Vendor Questionnaire be knowledgeable about the proposing Vendor’s business and operations. 1. Legal business name: 2. Federal Employer I.D. no. (FEIN): Dun and Bradstreet No.: 4. Doing Business As/ Fictitious Name (if applicable): 5. Website address (if applicable): 6. Principal place of business address: 7. Office location responsible for this project: 8. Telephone no.: Fax no.: 9. TYPE OF BUSINESS (check appropriate box): Corporation (Specify the State of Incorporation): Sole Proprietor Limited Liability Corporation (LLC) General Partnership (State and County filed in) Limited Partnership Other – Specify 10. List Florida Department of State, Division of Corporations document number (or registration number if fictitious name): 11. List name and title of each principal, owner, officer, and major shareholder: a) b) c) d) 12. AUTHORIZED CONTACT(S) FOR YOUR FIRM: Name: Title: Telephone Number: Fax Number: E-mail: Name: 4/30/2015 11:48 AM Title: p. 84 Exhibit 1 85 of 101 Broward County Board of County Commissioners Telephone Number: Bid R1324608P1 Fax Number: E-mail: 13. Has your firm ever failed to complete any services and/or delivery of products during the last three (3) years? If yes, specify details in an attached written response. Yes No 14. Is your firm or any of its principals or officers currently principals or officers of another organization? If yes, specify details in an attached written response. Yes No 15. Have any voluntary or involuntary bankruptcy petitions been filed by or against your firm, its parent or subsidiaries or predecessor organizations during the last three years? If yes, specify details in an attached written response. Yes No 16. Has your firm, its principals, officers or predecessor organization(s) been debarred or suspended by any government entity within the last three years? If yes, specify details in an attached written response. Yes No 17. Has your firm’s surety ever intervened to assist in the completion of a contract or have Performance and/or Payment Bond claims been made to your firm or its predecessor’s sureties during the last three years? If yes, specify details in an attached written response, including contact information for owner and surety. Yes No 18. Has your firm ever failed to complete any work awarded to you, services and/or delivery of products during the last three (3) years? If yes, specify details in an attached written response. Yes No 19. Has your firm ever been terminated from a contract within the last three years? If yes, specify details in an attached written response. Yes No 20. Living Wage solicitations only: In determining what, if any, fiscal impacts(s) are a result of the Ordinance for this solicitation, provide the following for informational purposes only. Response is not considered in determining the award of this contract. Living Wage had an effect on the pricing. If yes, Living Wage increased the pricing by by 4/30/2015 11:48 AM Yes N/A No % or decreased the pricing %. p. 85 Exhibit 1 86 of 101 Broward County Board of County Commissioners Bid R1324608P1 STANDARD CERTIFICATIONS The completed and acknowledged certifications should be submitted with the solicitation response but must be submitted within three business days of County’s request. Failure to timely submit may affect Vendor’s evaluation. Cone of Silence Requirement Certification: The Cone of Silence Ordinance, Section 1-266, Broward County Code of Ordinances, as amended, prohibits certain communications among Vendors, Commissioners, County staff, and Selection or Evaluation Committee members. Identify on a separate sheet any violations of this Ordinance by any members of the responding firm or its joint venturers. After the application of the Cone of Silence, inquiries regarding this solicitaiton should be directed to the Director of Purchasing or designee. The Cone of Silence terminates when the County Commission or other awarding authority takes action which ends the solicitation. The Vendor hereby certifies that: (check each box) The Vendor has read Cone of Silence Ordinance, Section 1-266, Broward County Code of Ordinances, as amended; and The Vendor understands that the Cone of Silence for this competitive solicitation shall be in effect beginning upon the appointment of the Selection or Evaluation Committee, for communication regarding this solicitation with the County Administrator, Deputy and Assistants to the County Administrator and their respective support staff or any person, including Evaluation or Selection Committee members, appointed to evaluate or recommend selection in this RFP/RLI process. For Communication with County Commissioners and Commission staff, the Cone of Silence allows communication until the initial Evaluation or Selection Committee Meeting. The Vendor agrees to comply with the requirements of the Cone of Silence Ordinance. Drug-Free Workplace Requirements Certification: Section 21.31.a. of the Broward County Procurement Code requires awards of all competitive solicitations requiring Board award be made only to firms certifying the establishment of a drug free workplace program. The program must consist of: 1. Publishing a statement notifying its employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the offeror's workplace, and specifying the actions that will be taken against employees for violations of such prohibition; 2. Establishing a continuing drug-free awareness program to inform its employees about: a. The dangers of drug abuse in the workplace; b. The offeror's policy of maintaining a drug-free workplace; c. Any available drug counseling, rehabilitation, and employee assistance programs; and d. The penalties that may be imposed upon employees for drug abuse violations occurring in the workplace; 3. Giving all employees engaged in performance of the contract a copy of the statement required by subparagraph 1; 4. Notifying all employees, in writing, of the statement required by subparagraph 1, that as a condition of employment on a covered contract, the employee shall: a. Abide by the terms of the statement; and b. Notify the employer in writing of the employee's 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 of any state, for a violation occurring in the workplace NO later than five days after such conviction. 5. Notifying Broward County government in writing within 10 calendar days after receiving notice under subdivision 4.b above, from an employee or otherwise receiving actual notice of such conviction. The notice shall include the position title of the employee; 6. Within 30 calendar days after receiving notice under subparagraph 4 of a conviction, taking one of the following actions with respect to an employee who is convicted of a drug abuse violation occurring in the workplace: a. Taking appropriate personnel action against such employee, up to and including termination; or b. Requiring such employee to participate satisfactorily in a drug abuse assistance or rehabilitation program approved for such purposes by a federal, state, or local health, law enforcement, or other appropriate agency; and 7. Making a good faith effort to maintain a drug-free workplace program through implementation of subparagraphs 4/30/2015 11:48 AM p. 86 Exhibit 1 87 of 101 g g 1 through 6. Broward County Board of County Commissioners g p p Bid R1324608P1 g g p p g p The Vendor hereby certifies that: (check box) Vendor certifies that it has established a drug free workplace program in accordance with the above requirements. Non-Collusion Certification: Vendor shall disclose, to their best knowledge, any Broward County officer or employee, or any relative of any such officer or employee as defined in Section 112.3135 (1) (c), Florida Statutes, who is an officer or director of, or has a material interest in, the Vendor's business, who is in a position to influence this procurement. Any Broward County officer or employee who has any input into the writing of specifications or requirements, solicitation of offers, decision to award, evaluation of offers, or any other activity pertinent to this procurement is presumed, for purposes hereof, to be in a position to influence this procurement. Failure of a Vendor to disclose any relationship described herein shall be reason for debarment in accordance with the provisions of the Broward County Procurement Code. The Vendor hereby certifies that: (select one) Vendor certifies that this offer is made independently and free from collusion; or Vendor is disclosing names of officers or employees who have a material interest in this procurement and is in a position to influence this procurement. Vendor must include a list of name(s), and relationship(s) with its submittal. Public Entities Crimes Certification: In accordance with Public Entity Crimes, Section 287.133, Florida Statutes, a person or affiliate placed on the convicted vendor list following a conviction for a public entity crime may not submit on a contract: to provide any goods or services; for construction or repair of a public building or public work; for leases of real property to a public entity; and may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017 for Category Two for a period of 36 months following the date of being placed on the convicted vendor list. The Vendor hereby certifies that: (check box) Vendor certifies that no person or affiliates of the Vendor are currently on the convicted vendor list and/or has not been found to commit a public entity crime, as described in the statutes. Scrutinized Companies List Certification: Any company, principals, or owners on the Scrutinized Companies with Activities in Sudan List or on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List is prohibited from submitting a response to a solicitation for goods or services in an amount equal to or greater than $1 million. The Vendor hereby certifies that: (check each box) The Vendor, owners, or principals are aware of the requirements of Section 287.135, Florida Statutes, regarding Companies on the Scrutinized Companies with Activities in Sudan List or on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List; and The Vendor, owners, or principals, are eligible to participate in this solicitation and are not listed on either the Scrutinized Companies with Activities in Sudan List or on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List; and If awarded the Contract, the Vendor, owners, or principals will immediately notify the County in writing if any of its principals are placed on the Scrutinized Companies with Activities in Sudan List or on the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List I hereby certify the information provided in the Vendor Questionnaire Form and Standard Certifications: *AUTHORIZED SIGNATURE/NAME TITLE DATE Vendor Name: 4/30/2015 11:48 AM p. 87 Exhibit 1 88 of 101 Broward County Board of County Commissioners Bid R1324608P1 * I certify that I am authorized to sign this solicitation response on behalf of the Vendor as indicated in Certificate as to Corporate Principal, designation letter by Director/Corporate Officer, or other business authorization to bind on behalf of the Vendor. As the Vendor’s authorized representative, I attest that any and all statements, oral, written or otherwise, made in support of the Vendor ’s response, are accurate, true and correct. I also acknowledge that inaccurate, untruthful, or incorrect statements made in support of the Vendor ’s response may be used by the County as a basis for rejection, rescission of the award, or termination of the contract and may also serve as the basis for debarment of Vendor pursuant to Section 21.119 of the Broward County Procurement Code. I certify that the Vendor’s response is made without prior understanding, agreement, or connection with any corporation, firm or person submitting a response for the same items/services, and is in all respects fair and without collusion or fraud. I also certify that the Vendor agrees to abide by all terms and conditions of this solicitation, acknowledge and accept all of the solicitation pages as well as any special instructions sheet(s). 4/30/2015 11:48 AM p. 88 Exhibit 1 89 of 101 Broward County Board of County Commissioners Bid R1324608P1 LITIGATION HISTORY FORM The completed form(s) should be returned with the Vendor’s submittal. If not provided with submittal, the Vendor must submit within three business days of County’s request. Vendor may be deemed non-responsive for failure to fully comply within stated timeframes. There are no material cases for this Vendor; or Material Case(s) are disclosed below: Is this for a: (check type) Parent, Subsidiary, or Predecessor Firm? If Yes, Name of Parent/Subsidiary/Predecessor: or No Party Vendor is Plaintiff Vendor is Defendant Case Number, Name, and Date Filed Name of Court or other tribunal Type of Case Bankruptcy Civil Criminal Administrative/Regulatory Claim or Cause of Action and Brief description of each Count Brief description of the Subject Matter and Project Involved Disposition of Case Pending (Attach copy of any applicable Judgment, Settlement Agreement and Satisfaction of Judgment.) Settled Judgment Vendor’s Favor Dismissed Judgment Against Vendor If Judgment Against, is Judgment Satisfied? Yes No Name: Opposing Counsel Email: Telephone Number: Vendor Name: 4/30/2015 11:48 AM p. 89 Exhibit 1 90 of 101 Broward County Board of County Commissioners Bid R1324608P1 AGREEMENT EXCEPTION FORM The completed form(s) should be returned with the Vendor’s submittal. If not provided with submittal, it shall be deemed an affirmation by the Vendor that it accepts the terms and conditions of the County’s Agreement as disclosed in the solicitation. The Vendor must either provide specific proposed alternative language on the form below. Additionally, a brief justification specifically addressing each provision to which an exception is taken should be provided. There are no exceptions to the terms and conditions of the County Agreement as referenced in the solicitation; or The following exceptions are disclosed below: (use additional forms as needed; separate each Article/ Section number) Term or Condition Article / Section Insert version of exception or specific proposed alternative language Provide brief justification for change Vendor Name: 4/30/2015 11:48 AM p. 90 Exhibit 1 91 of 101 Broward County Board of County Commissioners Bid R1324608P1 LOCAL VENDOR CERTIFICATION FORM (PREFERENCE AND TIEBREAKER) The completed and signed form should be returned with the Vendor͛s submittal to qualify for Local Preference, however it must be returned at time of solicitation submittal to qualify for the Tie Break ĐƌŝƚĞƌŝĂ͘ /Ĩ ŶŽƚ ƉƌŽǀŝĚĞĚ ǁŝƚŚ ƐƵďŵŝƚƚĂů͕ ƚŚĞ sĞŶĚŽƌ ŵƵƐƚ ƐƵďŵŝƚ ǁŝƚŚŝŶ ƚŚƌĞĞ ďƵƐŝŶĞƐƐ ĚĂLJƐ ŽĨ County͛s request for evaluation of Local Preference. Proof of a local business tax must be returned at time of solicitation submittal to qualify for the Tie Break criteria. Failure to timely submit this form or local business tax receipt may render the business ineligible for application of the Local Preference. Failure to timely submit this form or local business tax receipt at time of submittal will disqualify the Vendor for this Tie Breaker. In accordance with Section 21.31.d. of the Broward County Procurement Code, to qualify for the Tie Break Criteria, the undersigned Vendor hereby certifies that (check box if applicable): The Vendor is a local Vendor in Broward County and: a. has a valid Broward County local business tax receipt; b. has been in existence for at least six-months prior to the solicitation opening; c. provides services on a day-to-day basis, at a business address physically located within the ůŝŵŝƚƐ ŽĨ ƌŽǁĂƌĚ ŽƵŶƚLJ ĂŶĚ ŝŶ ĂŶ ĂƌĞĂ njŽŶĞĚ ĨŽƌ ƐƵĐŚ ďƵƐŝŶĞƐƐ͖ ĂŶĚ d. services provided from this location are a substantial component of the services offered in the Vendor's proposal. In accordance with Local Preference, Section 1-74, et. seq., Broward County Code of Ordinances, and Broward County͛s Interlocal Reciprocity Agreement with Miami-ĂĚĞ ŽƵŶƚLJ͕ Ă ůŽĐĂů ďƵƐŝŶĞƐƐ ŵĞĞƚŝŶŐ the below requirements is eligible for Local Preference. To qualify for the Local Preference, the undersigned Vendor hereby certifies that (check box if applicable): The Vendor is a local Vendor in Broward County and: a. has a valid corresponding County local business tax receipt; b. has been in existence for at least one-year prior to the solicitation opening; c. provides services on a day-to-day basis, at a business address physically located within the ůŝŵŝƚƐ ŽĨ ƌŽǁĂƌĚ Žƌ DŝĂŵŝ-Dade County and in an area zoned for such business; and d. the services provided from this location are a substantial component of the services offered in the Vendor's proposal. Vendor does not qualify for Tie Break Criteria or Local Preference, in accordance with the above requirements. AUTHORIZED SIGNATURE/ NAME 4/30/2015 11:48 AM TITLE COMPANY DATE p. 91 Exhibit 1 92 of 101 Broward County Board of County Commissioners Bid R1324608P1 VOLUME OF PREVIOUS WORK ATTESTATION FORM The completed and signed form should be returned with the Vendor’s submittal. If not provided with submittal, the Vendor must submit within three business days of County’s request. Failure to provide timely may affect the Vendor’s evaluation. This completed form must be included with the Vendor’s submittal at the time of the opening deadline to be considered for a Tie Breaker criterion (if applicable). The calculation for Volume of Previous Work is all amounts paid to the prime Vendor by Broward County Board of County Commissioners at the time of the solicitation opening date within a five-year timeframe. The calculation of Volume of Previous Work for a prime Vendor previously awarded a contract as a member of a Joint Venture firm is based on the actual equity ownership of the Joint Venture firm. In accordance with Section 21.31.d. of the Broward County Procurement Code, the Vendor with the lowest dollar volume of work previously paid by the County over a five-year period from the date of the submittal opening will receive the Tie Breaker. Vendor must list all projects it received payment from Broward County Board of County Commissioners during the past five years. If the Vendor is submitting as a joint venture, the information provided should encompass the joint venture and each of the entities forming the joint venture. The Vendor attests to the following: Item No. Project Title Solicitation/ Contract Number: Date Awarded Department or Division Paid to Date Dollar Amount 1 2 3 4 5 Grand Total Has the Vendor been a member/partner of a Joint Venture firm that was awarded a contract by the County? Yes No If Yes, Vendor must submit a Joint Vendor Volume of Work Attestation Form. Vendor Name: Authorized Signature/ Name 4/30/2015 11:48 AM Title Date p. 92 Exhibit 1 93 of 101 Broward County Board of County Commissioners Bid R1324608P1 VOLUME OF PREVIOUS WORK ATTESTATION JOINT VENTURE FORM If applicable, this form and additional required documentation should be submitted with the Vendor’s submittal. If not provided with submittal, the Vendor must submit within three business days of County’s request. Failure to timely submit this form and supporting documentation may affect the Vendor’s evaluation. The calculation of Volume of Previous Work for a prime Vendor previously awarded a contract as a member of a Joint Venture firm is based on the actual equity ownership of the Joint Venture firm. Volume of Previous Work is not based the total payments to the Joint Venture firm. Vendor must list all projects it received payment from Broward County Board of County Commissioners during the past five years as a member of a Joint Venture. The Vendor attests to the following: Item No. Project Title Solicitation/ Contract Number: Department or Division Date Awarded JV Equity % Paid to Date Dollar Amount 1 2 3 4 5 Grand Total Vendor is required to submit an executed Joint Venture agreement(s) and any amendments for each project listed above. Each agreement must be executed prior to the opening date of this solicitation. Vendor Name: Authorized Signature/ Name 4/30/2015 11:48 AM Title Date p. 93 Exhibit 1 94 of 101 Broward County Board of County Commissioners Bid R1324608P1 VENDOR'S BUSINESS LOCATION ATTESTATION FORM The completed and signed form and supporting information (if applicable, for Joint Ventures) should be returned with the Vendor’s submittal. If not provided with submittal, the Vendor must submit within three business days of County’s request. Failure to timely submit this form and supporting information may affect the Vendor’s evaluation. Vendor Name: The Vendor attests that it understands the County’s definition of a local business is as defined by the Broward County Local Preference Ordinance, “Principal place of business means the nerve center or center of overall direction, control and coordination of the activities of the bidder. If the bidder has only one (1) business location, such business location shall be considered its principal place of business.” The Vendor further attests that it understands that as defined by the US Supreme Court “principal place of business is best read as referring to the place where a corporation's officers direct, control, and coordinate the corporation's activities. It is the place that Courts of Appeals have called the corporation's ‘nerve center’ and in practice it should normally be the place where the corporation maintains its headquarters; provided that the headquarters is the actual center of direction, control, and coordination, i.e., the ‘nerve center’, and not simply an office where the corporation holds its board meetings (for example, attended by directors and officers who have traveled there for the occasion).” The Vendor also attests to the following: 1. Vendor’s address listed in its proposal is: 2. Vendor’s address as listed in the Florida Department of State Division of Corporations is: 3. If these two addresses are the same, this business address is the “nerve center” for the Vendor. 4. If these two addresses are not same, the Vendor attests that the following business address is the “nerve center” for the Vendor: 5. Vendor has been located at the listed “nerve center” address for at least six (6) months prior to the opening date of this solicitation, which is: 6. If the Vendor has not been located at the address listed in #5 for at least six (6) months prior to the opening date of this solicitation, the following address is the previous business location: 7. Vendor has not merged with another firm that is not headquartered in Broward County and is not a wholly owned subsidiary or a holding company of another firm that is not headquartered in Broward County. 8. If awarded a contract, it is the intent of the Vendor to remain at the referenced address for the duration of the contract term, including any renewals, extensions or any approved interim 4/30/2015 11:48 AM p. 94 Exhibit 1 95 of 101 Broward County Board of County g yCommissioners Bid R1324608P1 y pp contracts for the services provided under this contract. 9. The Vendor understands that if after awarding a contract in connection with the solicitation, the County learns that the attestation was erroneous, and upon investigation determines that the error was willful or intentional on the part of the Vendor, the County may, on that basis, exercise any contractual right to terminate the contract. Further any misleading, inaccurate, false information or documentation submitted by any party affiliated with this procurement may lead to suspension and/or debarment from doing business with Broward County as outlined in the Procurement Code, Section 21.119. If the Vendor is submitting a response as a Joint Venture, the following information is required to be submitted: 1. Name of the Joint Venture Partnership 2. Percentage of Equity for all Joint Venture Partners 3. A copy of the executed Agreement(s) between the Joint Venture Partners The signature below must be by an individual who is authorized to bind the Vendor. Your signature below is an attestation that all information listed above and provided to Broward County is true and accurate. Authorized Signature/Name 4/30/2015 11:48 AM Title Vendor Name Date p. 95 Exhibit 1 96 of 101 Broward County Board of County Commissioners Bid R1324608P1 SUBCONTRACTORS/SUBCONSULTANTS/SUPPLIERS INFORMATION FORM The following forms and supporting information (if applicable) should be returned with Vendor’s submittal. If not provided with submittal, the Vendor must submit within three business days of County’s request. Failure to timely submit may affect Vendor’s evaluation. A. The Vendor shall submit a listing of all subcontractors, subconsultants and major material suppliers (firms), if any, and the portion of the contract they will perform. A major material supplier is considered any firm that provides construction material for construction contracts, or commodities for service contracts in excess of $50,000, to the Vendor. B. If participation goals apply to the contract, only non-certified firms shall be identified on the form. A non certified firm is a firm that is not listed as a firm for attainment of participation goals (ex. County Business Enterprise or Disadvantaged Business Enterprise), if applicable to the solicitation. C. This list shall be kept up-to-date for the duration of the contract. If subcontractors, subconsultants or suppliers are stated, this does not relieve the Vendor from the prime responsibility of full and complete satisfactory performance under any awarded contract. D. After completion of the contract/final payment, the Vendor shall certify the final list of non-certified subcontractors, subconsultants, and suppliers that performed or provided services to the County for the referenced contract. If none, state “none” on this form. Use additional sheets as needed. 1. Subcontracted Firm’s Name: Subcontracted Firm’s Address: Subcontracted Firm’s Telephone Number: Contact Person’s Name and Position: Contact Person’s E-Mail Address: Estimated Subcontract/Supplies Contract Amount: Type of Work/Supplies Provided: 2. Subcontracted Firm’s Name: Subcontracted Firm’s Address: Subcontracted Firm’s Telephone Number: Contact Person’s Name and Position: 4/30/2015 11:48 AM p. 96 Exhibit 1 97 of 101 Broward County Board of County Commissioners Bid R1324608P1 Contact Person’s E-Mail Address: Estimated Subcontract/Supplies Contract Amount: Type of Work/Supplies Provided: I certify that the information submitted in this report is in fact true and correct to the best of my knowledge. Authorized Signature/Name 4/30/2015 11:48 AM Title Vendor Name Date p. 97 Exhibit 1 98 of 101 Broward County Board of County Commissioners Bid R1324608P1 LOBBYIST REGISTRATION REQUIREMENT CERTIFICATION FORM The completed form should be submitted with the solicitation response but must be submitted within three business days of County’s request. Vendor may be deemed non-responsive for failure to fully comply within stated timeframes. The Vendor certifies that it understands if it has retained a lobbyist(s) to lobby in connection with a competitive solicitation, it shall be deemed non-responsive unless the firm, in responding to the competitive solicitation, certifies that each lobbyist retained has timely filed the registration or amended registration required under Broward County Lobbyist Registration Act, Section 1-262, Broward County Code of Ordinances; and it understands that if, after awarding a contract in connection with the solicitation, the County learns that the certification was erroneous, and upon investigation determines that the error was willful or intentional on the part of the Vendor, the County may, on that basis, exercise any contractual right to terminate the contract for convenience. The Vendor hereby certifies that: (select one) It has not retained a lobbyist(s) to lobby in connection with this competitive solicitation; however, if retained after the solicitation, the County will be notified. It has retained a lobbyist(s) to lobby in connection with this competitive solicitation and certified that each lobbyist retained has timely filed the registration or amended registration required under Broward County Lobbyist Registration Act, Section 1-262, Broward County Code of Ordinances. It is a requirement of this solicitation that the names of any and all lobbyists retained to lobby in connection with this solicitation be listed below: Authorized Signature/Name 4/30/2015 11:48 AM Print Name of Lobbyist Print Lobbyist’s Firm Print Name of Lobbyist Print Lobbyist’s Firm Title Vendor Name Date p. 98 Exhibit 1 99 of 101 Broward County Board of County Commissioners Bid R1324608P1 Submission of Sealed Submittals Request for Letters of Interest, Request for Proposals, or Request for Qualifications 1. Vendor should submit the number of printed copies and electronic copies (CD/DVD/flash drive) as requested, per Special Instructions to Vendors for this solicitation. Electronic response should contain a single PDF file that contains your entire response with each page of the response in the order as presented in the solicitation document, including any attachments. CD/DVDs/Flash drives included in the submittal must be finalized or closed so that no changes can be made to the contents of the files. Electronic submission of submittal does not eliminate the required printed copies of solicitation. 2. It is the responsibility of the Vendor to assure that the information submitted in both its hardcopy written response and electronic responses are consistent and accurate. If there is a discrepancy, the information provided in the written response shall govern. 3. Confidential information on CD/DVD/flash drive (i.e. financial statements), must be submitted in a separate bound document labeled "Name of Vendor, Attachment to Proposal Package, SOLICITATION# - Confidential Matter". The Vendor must identify the specific section of the Florida Statutes that authorizes the exemption from the Public Records Law. CD/DVDs/flash drives included in the submittal must also comply with this requirement and separate any materials claimed to be confidential. Confidential information should not be submitted through BidSync. 4. It is important that each CD/DVD/flash drive be labeled with the Vendor name, solicitation number and title, and placed in an individual disc envelope (if CD/DVD). 5. The Purchasing Division must receive hardcopy and electronic submittals no later than 5:00 pm on required due date. Purchasing will not accept late or misdirected submittals. If fewer than three Vendors respond to this solicitation, the Director of Purchasing may extend the deadline for submittal by up to four (4) weeks. Submittals will only be opened following the final submittal due date. 6. Send all printed solicitation submittals to: Broward County Purchasing Division 115 South Andrews Avenue, Room 212 Fort Lauderdale, FL 33301 Re: Solicitation Number: 4/30/2015 11:48 AM p. 99 Exhibit 1 100 of 101 Broward County Board of Bid R1324608P1 County CommissionersManagement Services Insurance Requirement Construction The following coverage is deemed the minimum insurance required for this project. The selected firm must be prepared to provide proof of insurance commensurate with or in excess of this requirement. Any deviation is subject to the approval of Risk Management. TYPE OF INSURANCE MINIMUM LIABILITY LIMITS Each Occurrence COMMERCIAL GENERAL LIABILITY Broad form or equivalent Bodily Injury With no exclusions or limitations for: [x ] Premises–Operations [x ] Explosion, Collapse, Underground Hazards [x ] Products/Completed Operations Hazard [x ] Contractual Insurance [x ] Independent Contractors [x ] Personal Injury [ ] Other: Property Damage BUSINESS AUTO LIABILITY Bodily Injury (each person) COMPREHENSIVE FORM [x] [x] [x] [x] [x] Owned Hired Non-owned Scheduled Any Auto EXCESS/UMBRELLA LIABILITY May be used to supplement minimum liability coverage requirements. [x ] WORKERS’ COMPENSATION [x ] EMPLOYERS’ LIABILITY [X] PROFESSIONAL LIABILITY ~ E&O Any claims-made policy must remain in force for 3 years after Project completion [ ] BUILDER’S RISK (PROPERTY) “ALL RISK” WITH WIND AND FLOOD Coverage must remain in force until written final acceptance by County. Combined single limit Bodily Injury & Property Damage $10 mil Aggregate $10 mil Personal Injury Bodily Injury (each accident) Property Damage Combined single limit Bodily Injury & Property Damage Follow form basis or $ 1 mil Add’l insd endorsement is required Chapter 440 FS STATUTORY (each accident) $ 1 mil U.S. Longshoremen & Harbor Workers’ Act & Jones Act is required for any activities on or about navigable water (each accident) $ 10 mil $10 mil Extended reporting period 3 yrs Maximum Deductible: $10 k DED for WIND or WIND & FLOOD not to exceed 5% of completed value Completed Value form CONTRACTOR IS RESPONSIBLE FOR DEDUCTIBLE [ ] Installation floater Maximum Deductible: Coverage must be “All Risk”, completed value. CONTRACTOR IS Coverage must remain in force until written RESPONSIBLE FOR final acceptance by County. DEDUCTIBLE $10 k Completed Value form DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES REFERENCE: Convention Center CPM CERTIFICATE HOLDER: Broward County 115 South Andrews Avenue Fort Lauderdale, FL 33301 Digitally signed by JACQUELINE BINNS DN: cn=JACQUELINE BINNS, ou=Organization, dc=cty Date: 2015.02.05 13:35:48 -05'00' _________________________________ Risk Management Division Revised 2015 4/30/2015 11:48 AM p. 100 Exhibit 1 101 of 101 Broward County Board of County Commissioners Bid R1324608P1 Question and Answers for Bid #R1324608P1 - Broward County's Representative Convention Center Expansion & Headquarters Hotel Overall Bid Questions There are no questions associated with this bid. 4/30/2015 11:48 AM p. 101