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2022-02-01 Ex 05txnibit 5 2/1 /2022 CITY OF OKEECHOBEE RANKING TABULATION REQUEST FOR QUALIFICATIONS RFQ NO. ADM 01-32-11-21 GENERAL PLANNING SERVICES COMPANY NAME OVERALL RANKING 1-2 Morris Depew 1 LaRue Planning & Management 2 Services, Inc. Ranking Committee: Gary Ritter David Allen Jeff Newell Lane Gamiotea Patty Burnette Robin Brock CITY OF OKEECHOBEE RANKING TABULATION REQUEST FOR QUALIFICATIONS RFQ 01-32-11-21 GENERAL PLANNING SERVICES RANKING CRITERIA Maximum Points LaRue Planning & Management Services, Inc. Morris Depew Qualifications of Firm 25 22 23 Qualifications/Experience of Project Team 25 22 25 Previous Similar Projects & Client References 25 24 25 Project/Services Implementation Strategy 25 25 24 TOTAL 100 93 97 Ranking Committee: Gary Ritter David Allen Jeff Newell Lane Gamiotea Patty Burnette Robin Brock CITY OF OKEECHOBEE RANKING TABULATION FOR REQUEST FOR QUALIFICATIONS (RFQ NO. ADM 01-32-11-21) GENERAL PLANNING SERVICES Company Name: Morris Depew Ranking Criteria Maximum Points Points Awarded Qualifications of the Firm 25 To include years of municipal experience, ability, capacity, and skill of firm, whether the firm is a 2— certified minority business enterprise, and adequacy of personnel to perform, including timeliness, stability and availability and licenses Qualifications/Experience of Project Team 25 Credentials and accomplishments of the proposed 2—S team (up to 3) members Previous Similar Projects & Client References 25 Experience and background in providing similar municipal services and past performance, including but not limited to, familiarity with local, state, and federal regulatory agencies procedures and re uirements Project/Services Implementation Strategy 25 Indicate Firm's understanding of the City's needs 2— a and services TOTAL 100 (C/ Ranking Committee: Gary Ritter David Allen Jeff Newell Lane Gamiotea Patty Burnette,,Robin Brock Completed by: Gary Ritter Date: �/ d-��/2022 CITY OF OKEECHOBEE RANKING TABULATION FOR REQUEST FOR QUALIFICATIONS (RFQ NO. ADM 01-32-11-21) GENERAL PLANNING SERVICES Company Name: Morris Depew Ranking Criteria Maximum Points Points Awarded Qualifications of the Firm 25 To include years of municipal experience, ability, capacity, and skill of firm, whether the firm is a certified minority business enterprise, and adequacy of personnel to perform, including timeliness, stability and availability and licenses Qualifications/Experience of Project Team 25 Credentials and accomplishments of the proposed team (up to 3) members' Previous Similar Projects & Client References 25 Experience and background in providing similar municipal services and past performance, including Z _" but not limited to, familiarity with local, state, and federal regulatory agencies procedures and requirements Project/Services Implementation Strategy 25 Indicate Firm's understanding of the City's needs and services TOTAL 100 C11 4� Ranking Committee: Gary Ritter David Allen Jeff Newell Lane Gamiotea Patty Burnette Robin Brock Completed by: David Allen Date: 1 /24/2022 CITY OF OKEECHOBEE RANKING TABULATION FOR REQUEST FOR QUALIFICATIONS (RFQ NO. ADM 01-32-11-21) GENERAL PLANNING SERVICES Company Name: Morris Depew Ranking Criteria Maximum Points Points Awarded Qualifications of the Firm 25 To include years of municipal experience, ability, capacity, and skill of firm, whether the firm is a certified minority business enterprise, and adequacy of personnel to perform, including timeliness, stability and availability and licenses Qualifications/Experience of Project Team 25 Credentials and accomplishments of the proposed 2-5" team (up to 3) members Previous Similar Projects & Client References 25 Experience and background in providing similar S� municipal services and past performance, including but not limited to, familiarity with local, state, and federal regulatory agencies procedures and requirements Project/Services Implementation Strategy 25 Indicate Firm's understanding of the City's needs® and services TOTAL 100 tab Ranking Committee: Gary Ritter David Allen Jeff Newell Lane Gamiotea Patty Burnette Robin Brock Completed by: Jeff Newell Date: )—//2022 CITY OF OKEECHOBEE RANKING TABULATION FOR REQUEST FOR QUALIFICATIONS (RFQ NO. ADM 01-32-11-21) GENERAL PLANNING SERVICES Company Name: Morris Depew Ranking Criteria Maximum Points Points Awarded Qualifications of the Firm 25,J To include years of municipal experience, ability, capacity, and skill of firm, whether the firm is a certified minority_ business enterprise, and adequacy ' 4 of personnel to perform, including timeliness, stability and availability and licenses Qualifications/Experience of Project Team 25 Credentials and accomplishments of the proposed team (up to 3) members i Previous Similar Projects & Client References 25 Experience and background in providing similar municipal services and past performance, including but not limited to, familiarity with local, state, and federal regulatory agencies procedures and requirements Project/Services Implementation Strategy 25 Indicate Firm's understanding of the City's needs and services TOTAL 100 j Ranking Committee: Gary Ritter David Allen Jeff Newell Lane Gamiotea Patty Burnette Robin Brock Completed by: Lane Gamiotea Date: 1 /4/2022 CITY OF OKEECHOBEE RANKING TABULATION FOR REQUEST FOR QUALIFICATIONS (RFQ NO. ADM 01-32-11-21) GENERAL PLANNING SERVICES Company Name: Morris Depew Ranking Criteria Maximum Points Points Awarded Qualifications of the Firm 25 To include years of municipal experience, ability, capacity, and skill of firm, whether the firm is a certified minority business enterprise, and adequacy of personnel to perform, including timeliness, stability and availability and licenses Qualifications/Experience of Project Team 25 Credentials and accomplishments of the proposed team (up to 3) members ;' P Previous Similar Projects & Client References 25 Experience and background in providing similar municipal services and past performance, including E_ but not limited to, familiarity with local, state, and federal regulatory agencies procedures and requirements Project/Services Implementation Strategy 25 Indicate Firm's understanding of the City's needs and services -i TOTAL 100 ` o Ranking Committee Gary Ritter Lane Gamiotea David Allen Jeff Newell Patty Burnette Robin Brock Completed by: Patty Burnette Date: 0 /J' /2022 CITY OF OKEECHOBEE RANKING TABULATION FOR REQUEST FOR QUALIFICATIONS (RFQ NO. ADM 01-32-11-21) GENERAL PLANNING SERVICES Company Name: Morris Depew Ranking Criteria Maximum Points Points Awarded Qualifications of the Firm 25 To include years of municipal experience, ability, capacity, and skill of firm, whether the firm is a certified minority business enterprise, and adequacy of personnel to perform, including timeliness, stability and availability and licenses Qualifications/Experience of Project Team 25 Credentials and accomplishments of the proposed team (up to 3) members ' Previous Similar Projects & Client References 25 Experience and background in providing similar municipal services and past performance, including h �� but not limited to, familiarity with local, state, and t federal regulatory agencies procedures and requirements Project/Services Implementation Strategy 25 Indicate Firm's understanding of the City's needs ,IN and services TOTAL 100 1 Ranking Committee: Gary Ritter David Allen Jeff Newell Lane Gamiotea Patty Burnette Robin Brock Completed by: Robin Brock Date: / /,- /2022 CITY OF OKEECHOBEE RANKING TABULATION FOR REQUEST FOR QUALIFICATIONS (RFQ NO. ADM 01-32-11-21) GENERAL PLANNING SERVICES Company Name: LaRue Planning & Management Services, Inc. Ranking Criteria Maximum Points Points Awarded Qualifications of the Firm 25 To include years of municipal experience, ability, capacity, and skill of firm, whether the firm is a a certified minority business enterprise, and adequacy .� of personnel to perform, including timeliness, stability and availability and licenses Qualifications/Experience of Project Team 25 Credentials and accomplishments of the proposed team (up to 3) members Previous Similar Projects & Client References 25 Experience and background in providing similar municipal services and past performance, including but not limited to, familiarity with local, state, and federal regulatory agencies procedures and requirements Project/Services Implementation Strategy 25 Indicate Firm's understanding of the City's needs and services TOTAL 100 Ranking Committee: Gary Ritter David Allen Jeff Newell Lane Gamiotea Patty Burnette Robin Brock Completed by: Gary) Ritter Date: 2 q/2022 CITY OF OKEECHOBEE RANKING TABULATION FOR REQUEST FOR QUALIFICATIONS (RFQ NO. ADM 01-32-11-21) GENERAL PLANNING SERVICES Company Name: LaRue Planning & Management Services, Inc. Ranking Criteria Maximum Points Points Awarded Qualifications of the Firm 25 To include years of municipal experience, ability, capacity, and skill of firm, whether the firm is a _ certified minority business enterprise, and adequacy of personnel to perform, including timeliness, stability and availability and licenses Qualifications/Experience of Project Team 25 Credentials and accomplishments of the proposed team (up to 3) members Previous Similar Projects & Client References 25 Experience and background in providing similar municipal services and past performance, including but not limited to, familiarity with local, state, and federal regulatory agencies procedures and requirements Project/Services Implementation Strategy 25 Indicate Firm's understanding of the City's needs y �; and services TOTAL 100 Ranking Committee: Gary Ritter David Allen Jeff Newell Lane Gamiotea Patty Burnette Robin Brock Completed by: David Allen Date: # /--'g12022 CITY OF OKEECHOBEE RANKING TABULATION FOR REQUEST FOR QUALIFICATIONS (RFQ NO. ADM 01-32-11-21) GENERAL PLANNING SERVICES Company Name: LaRue Planning & Management Services, Inc. Ranking Criteria Maximum Points Points Awarded Qualifications of the Firm 25 To include years of municipal experience, ability, capacity, and skill of firm, whether the firm is a certified minority business enterprise, and adequacy of personnel to perform, including timeliness, stability and availability and licenses Qualifications/Experience of Project Team 25 Credentials and accomplishments of the proposed team (up to 3) members Previous Similar Projects & Client References 25 Experience and background in providing similar municipal services and past performance, including but not limited to, familiarity with local, state, and federal regulatory agencies procedures and requirements Project/Services Implementation Strategy 25 Indicate Firm's understanding of the City's needs e.. and services TOTAL 100 Ranking Committee: Gary Ritter David Allen Jeff Newell Lane Gamiotea Patty Burnette Robin Brock Completed by: Jeff Newell Date: J—/14/2022 CITY OF OKEECHOBEE RANKING TABULATION FOR REQUEST FOR QUALIFICATIONS (RFQ NO. ADM 01-32-11-21) GENERAL PLANNING SERVICES Company Name: LaRue Planning & Management Services, Inc. Ranking Criteria Maximum Points Points Awarded Qualifications of the Firm 25, To include years of municipal experience, ability, capacity, and skill of firm, whether the firm is a certified minority business enterprise, and adequacy of personnel to perform, including timeliness, stability and availability and licenses Qualifications/Experience of Project Team 25 Credentials and accomplishments of the proposed team (up to 3) members Previous Similar Projects & Client References 25 Experience and background in providing similar municipal services and past performance, including but not limited to, familiarity with local, state, and federal regulatory agencies procedures and requirements Project/Services Implementation Strategy 25 Indicate Firm's understanding of the City's needs and services TOTAL 100 q 7 Ranking Committee: Gary Ritter David Allen Jeff Newell Lane Gamiotea Patty Burnette Robin Brock Completed by: Lane Gamiotea Date: /,;',,/2022 CITY OF OKEECHOBEE RANKING TABULATION FOR REQUEST FOR QUALIFICATIONS (RFQ NO. ADM 01-32-11-21) GENERAL PLANNING SERVICES Company Name: LaRue Planning & Management Services, Inc. Ranking Criteria Maximum Points Points Awarded Qualifications of the Firm 25 To include years of municipal experience, ability, capacity, and skill of firm, whether the firm is a certified business enterprise, and adequacy `minority of personnel to perform, including timeliness, stability and availability and licenses Qualifications/Experience of Project Team 25 Credentials and accomplishments of the proposed team (up to 3) members Previous Similar Projects & Client References 25 Experience and background in providing similar municipal services and past performance, including -�-; but not limited to, familiarity with local, state, and federal regulatory agencies procedures and requirements Project/Services Implementation Strategy 25 Indicate Firm's understanding of the City's needs and services TOTAL 100 Ct Ll Ranking Committee: Gary Ritter Lane Gamiotea David Allen Jeff Newell Patty Burnette Robin Brock Completed by: Patty Burnette Date: d /Ll/2022 CITY OF OKEECHOBEE RANKING TABULATION FOR REQUEST FOR QUALIFICATIONS (RFQ NO. ADM 01-32-11-21) GENERAL PLANNING SERVICES Company Name: LaRue Planning & Management Services, Inc. Ranking Criteria Maximum Points Points Awarded Qualifications of the Firm 25 To include years of municipal experience, ability, capacity, and skill of firm, whether the firm is a , ' certified minority business enterprise, and adequacy of personnel to perform, including timeliness, stability and availability and licenses Qualifications/Experience of Project Team 25 Credentials and accomplishments of the proposed team (up to 3) members Previous Similar Projects & Client References 25 Experience and background in providing similar municipal services and past performance, including , but not limited to, familiarity with local, state, and federal regulatory agencies procedures and requirements Project/Services Implementation Strategy 25 Indicate Firm's understanding of the City's needs and services TOTAL 100 f: Ranking Committee: Gary Ritter David Allen Jeff Newell Lane Gamiotea Patty Burnette Robin Brock Completed by: Robin Brock Date: // /2022 ck4 0 AM1110C hobee FLORIDA • Founded 1915 Response to City of Okeechobee RFQ No. ADM 01-32-11-21 General Planning Services Submission Deadline: December 17, 2021 Okeechobee City Hall Administrative Office 55 SE 3rd Avenue, Room 201 Okeechobee, FL 34974 MORRIS DEPEW Ben Smith, AICP bsmith@m-da.com 2914 Cleveland Avenue Fort Myers, Florida 33901 (239) 337-3993 Main Office (239) 337-3994 FAX MORRIS DEPEW RFQ No. ADM 01-32-11-21 1 i • •r • I. Letter of Intent II. Response Checklist III. Corporate Certificate IV. Professional Complaints Statement V. Client List VI. Organizational Structure VII. Personnel Resumes Vill. Estimated Weekly Hours IX. Project Implementation Strategy X. CAD Statement XI. Special Consideration XII. Certificate of Insurance XIII. Litigation Statement XIV. Form 2 XV. Form 3A XVI. Form 4 XVII. Form 5 XVIII. Form 6 XIX. Letters of Recommendation XX. Form 7 XXI. Form 8 • XXII. Form 9 3 4 5 6 7 8 9 14 15 17 18 21 22 23 24 25 30 33 36 40 41 42 DEPEW RFQ No. ADM 01-32-11-21 2 L 11 December 10, 2021 Okeechobee City Hall, Administrative Office 55 SE 3rd Avenue, Room 201 Okeechobee, FL 34974 Subject: Request for Proposals - RFQ No. ADM 01-32-11-21 for General Planning Services To Whom It May Concern, On behalf of Morris-Depew Associates Inc., thank you for the opportunity to submit our firm's credentials for consideration to provide general planning services to the City of Okeechobee. We received and reviewed the Request for Qualifications. I believe that Morris-Depew's exceptional diversity of experience and expertise will be able to serve the City's needs in a timely and cost-effective manner. With our Headquarters within the City of Fort Myers for over 32 years, we have assembled a Team of highly skilled professionals who routinely provide exceptional service to public and private sector clients. With Regional Offices in Destin and Tallahassee, Morris-Depew is also uniquely positioned to be able to provide service to the City at the State Capitol if needed. Since 1989, Morris-Depew has offered top quality planning, civil engineering, surveying, platting, landscape architecture and litigation assistance to a variety of local governments throughout the State of Florida. Our team has assisted numerous jurisdictions in land planning, zoning administration, land development code updates, comprehensive plan amendments, urban design, land use studies, transportation analysis, project management, CAD design, GIS mapping, roadway design, parking and architectural analysis, stormwater management design, demographics and economic research throughout the State of Florida. Our Team members are skilled in the articulation of community ideals, consensus building, and public presentations; and are experts in their fields who regularly are relied upon to provide expert testimony and recommendations to local government elected officials, board members, magistrates, hearing examiners, government staff and the public. Please see the attached pages to this letter outlining the detailed qualifications of the Team. Mr. Ben Smith, AICP, as Director of Planning at Morris-Depew Associates, will provide overall Project Management and Quality Control as well as the initial point of contact for all contractual matters. In consideration of the requested planning tasks, Mr. Smith will coordinate with the Engineering, Surveying, and Landscape Architecture Directors and Project Managers to establish a project team with the necessary skills and professional expertise to deliver the services desired. One of Morris-Depew Associates' key principles is to provide exceptional customer service to all clients and exceed their expectations. We consider the City of Okeechobee to be a prime client and commit to providing the highest degree of responsive service. We are able to rapidly mobilize staff and resources to complete assignments on the timelines and within budgets coordinated in advance with the City. Should you desire further information concerning our team's qualifications or the attached proposal, please contact me via telephone at 1-866-337-7341 or via email at bsmith@m-da.com. Thank you again for your time and consideration of our firm's qualifications. Sincerely, C Ben Smith, AICP Director of Planning MORRIS DEPEW RFQ No. ADM 01-32-11-21 3 P Form 1 RESPONSE CHECKLIST pg 4 Form 1: Response Checklist pg 23 Form 2: Proposal Information Form pg 24 Form 3: Certificate of Authority (Complete Form 3A or 3B as applicable) Certificate of Authority (for Corporations or Partnerships) Certificate of Authority (for Individuals) pg20 Form 4 Company Qualifications' Questionnaire pg 30 Form 5 Key Personnel pg 33 Form 6 Client References pg 40 Form 7: Dispute Disclosure pg 41 Form 8: Acknowledgment of Addenda pg 42 Form 9: Single Execution Affidavit 0 Page 131 MORRIS DEPEW RFQ No. ADM 01-32-11-21 r. 4 rI • • • State of Florida Department of State I certify from the records of this office that MORRIS-DEPEW ASSOCIATES, INC. is a corporation organized under the laws of the State of Florida, filed on September 11, 1989, effective September 8, 1989. The document number of this corporation is L 14686. I further certify that said corporation has paid all fees due this office through December 31, 2021, that its most recent annual report/uniform business report was filed on February 23, 2021, and that its status is active. I further certify that said corporation has not filed Articles of Dissolution. RFQ No. ADM 01-32-11-21 Given underrny hand and the Great Seal of&e State ofFlor&ia at Talhhassee, the Capihl, sits &e Elepen& day a March, 2021 &qw—� Secretary of State Tracking Number: 3921972991 CU To authenticate this certificate,visit the following site,enter this number, and then roliowthe Instructions displayed. https://services.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentkation 5 MORRIS DEPEW • 1 Morris-Depew Associates has not received any complaints for it's qualifying professional license. 11 RFQ No. ADM 01-32-11-21 J A MORRIS DEPEW Current and Past Public Sector Clients City of Fort Myers Lee County Lee Health San Carlos Estates Water Control District City of Holmes Beach City of Bonita Springs City of Mary Esther Lee County Mosquito Control District Florida Department of Transportation Hendry County RFQ No. ADM 01-32-11-21 7 MORRIS DEPEW 19 10 CAD PERMITTING STORMWATER UTILITIES TRANSPORTATION LAND DEVELOPMENT CODE UPDATES GIS MAPPING COMPREHENSIVE PLAN AMENDMENTS RFQ No. ADM 01-32-11-21 ZONING ADMNISTRATION 0 SIGNAGE CONSULTATIO STREETSCAPE/ OADWAY DESIGN GRAPHIC SUPPORT LANDSCAPE DESIGN LAND USE & PLANNING MEETING ATTENDANCE, PUBLIC PRESENTATIONS & WORKSHOP FACILITATION COMMUNITY VISIONING I MORRIS_� DEPEW 0 Ben Smith, AICP Director of Planning EDUCATION I REPRESENTATIVE PROJECTS & CLIENTS University of Florida, Gainesville, FL — B.S. in Psychology • AFFILIATIONS American Planning Association Member Florida Planning & Zoning Association Member • American Institute of Certified Planners • AREA OF EXPERTISE Land Use Planning and Analysis Land Development Code Revisions Comprehensive Plan Amendments Site Plan Review Variance Review Special Use Exception Review Rezoning Review Future Land Use Map Amendment Review Evaluation and Appraisal Analysis Workshop Facilitation Public Involvement City of Okeechobee: As the City's designated planner, assisted in all planning matters including development review, rezonings, site plans, variances, street vacations, special exceptions, comprehensive plan amendments and parcel splits. Prepared workshop materials and facilitated workshops for changes to the land development regulations and community development procedures. Prepared staff reports and ordinances for city actions. Regular presentations to Planning Board and City Council. Responded to planning and zoning inquiries from staff, residents, developers and contractors. • City of Holmes Beach: Prepared update to the Comprehensive Plan to address shortfalls, increase statutory compliance, address inconsistencies between the Plan and the Land Development Code, prepare for growth, and increase usability of the Plan. Review of building permits for zoning compliance. Coordination with staff, contractors and property owners. Presented to Planning Commission and City Commission. RELEVANT EXPERIENCE • Village of Estero: Collaborated on the creation of the Village's first Mr Smith has 14 years of experience working with numerous comprehensive plan adopted in 2018. The process included Florida local governments coordinating land use planning, zoning facilitation of public outreach meetings, presentations to the and development services with government staff, board members, planning board and council members. Conducted extensive elected officials, property owners, developers, residents and research, organized and formulated goals, objectives, and policies business owners. and prepared data and analysis. REFERENCES • Eran Wasserman Director of Development Services, City of Holmes Beach 5801 Marina Dr, Holmes Beach, FL 34217 941-708-5800, ext 220 - Fax: 941-708-5812 dsdirector@holmesbeachfl.org • Steve Belden Community Development Director, City of Fort Myers 1825 Hendry St #101, Fort Myers, FL 33901 239-321-7902 sbelden@cityftmyers.com • Mary Gibbs Community Development Director, Village of Estero 21500 Three Oaks Parkway, Estero, FL 33928 239-221-5036 - Fax: 239-390-8020 gibbs@estero-fl.gov RFQ No. ADM 01-32-11-21 • City of Fort Myers: Prepared Comprehensive Plan Amendments and Land Development Code Revisions for the Downtown and Midtown planning areas. Served as contract planner providing site plan review services. North Bay Village: Reviewed applications for site plans, building permits, variances, special use exceptions, comprehensive plan amendments and business tax receipts. Prepared workshop materials and facilitated workshops for changes to the land development regulations and community development procedures. Prepared staff reports and ordinances for city actions. Regular presentations to Planning Board and City Commission. Responded to planning and zoning inquiries from staff, residents, developers and contractors. • City of Moore Haven: Responding to zoning inquiries from staff, residents and builders. Preparation of land development code revisions and comprehensive plan updates. MORRIS DEPEW Cindy Leal, MURP Project Planner EDUCATION University of Florida, Gainesville, FL — Master of Urban and Regional Planning, May 2020 University of Florida, Gainesville, FL— B.A. in Political Science, 2013 University of Florida, Gainesville, FL — Certificate in International Relations, 2013 AFFILIATIONS & HONORS Member of the American Planning Association (APA) and the Florida Chapter of the APA, Treasurer for the Promised Lands Section of the APA, Member of the Florida Zoning and Planning Association (FPZA) and the Calusa Chapter of the FPZA, Award Recipient for 2017 FPZA Outstanding Student Award, Member of Delta Epsilon Iota Academic Honor Society, Member of the National Society of Collegiate Scholars. AREA OF EXPERTISE Land use planning and analysis, school planning, policy writing, and Geographic Information Systems (GIS) Mapping CURRENT RESPONSIBILITIES As Project Planner, Ms. Leal is responsible for preparing land use applications, creating land use exhibits, assisting in eminent domain casework, preparing land use analysis studies and compatibility studies, and managing project timelines. RELEVANT EXPERIENCE Ms. Leal has been preparing privately -initiated land use applications and exhibits in various jurisdictions throughout Florida since 2016. Contractual assignments within Southwest Florida have expanded Ms. Leal's land use planning experience to include assisting in updating land development codes and assisting in Evaluation and Appraisal Report (EAR) amendments. Ms. Leal is experienced in the use of ESRI's geographic information system tools such as ArcMap and Collector. Previously, Ms. Leal was responsible for the creation of standardized due diligence map packages for prospective projects. Each map package consisted of 17 exhibits that covered development variables such as utilities, soils, zoning, future land use, and existing uses. Ms. Leal has also assisted the City of Fort Myers' Housing Authority in developing a detailed spreadsheet to calculate project densities and parking requirements based off of various unit -type scenarios. REPRESENTATIVE PROJECTS & CLIENTS Lee County School District: As a Senior Planner with the Lee County School District , Ms. Leal specialized in developing the District's first Capital Improvement Plan . A 5 year comprehensive plan outlining expected growth and capital expenditures. Prepared updates to the District's interlocal agreements and assisted the Cities of Cape Coral and Fort Myers in the preparation of their Safe Routes to School grant applications. • Wakulla School District: Supporting the School District Administrative Staff with comprehensive analysis of Interlocal Agreements and impacts of private development. Land Development Code Amendments (Bonita Springs, FL): Assisted in the streamlining of the 'use groups' in the land development code. This project involved the review of existing code to eliminate duplicative use groups and reorganize the use groups in a cohesive manner. Evaluation and Appraisal Report Amendments (Bonita Springs, FL): Assisted in the review of the Conservation/Coastal Management Element and the Housing Element of the Comprehensive Plan and subsequently drafting policies to improve upon the existing language in the plan. Additionally, created a new Coastal High Hazard Area map complying with Florida Statute relating to use of SLOSH data. • Land Development Code Amendments (Fort Myers, FL): Assisted in the review of the land development code for necessary updates. This project involved the identification of conflicts and inconsistencies in the code. • Southeast Lee County Density Reduction/Groundwater Resource Mining Study (Lee County, FL): Assisted in the preparation of a supply/demand study for mining. The regional study involved extensive data and analysis of local and state permitting databases and GIS files, as well as population and growth projections. Additionally, created supportive exhibits and maps for the report. • Bay Colony (Naples, FL): Set up geodatabase in ArcMap with custom fields to accurately survey landscape damage on the property after Hurricane Irma utilizing the ESRI Collector Application. Created aerial exhibit to view spatial distribution of the damage done by tree type. MORRIS "r DEPEW RFQ No. ADM 01-32-11-21 10 Bailey Schleifer Assistant Planner EDUCATION Miami University Oxford, Ohio - B.A. in Urban and Regional Planning, May 2021 AFFILIATIONS & HONORS Student Member of the American Planning Association (APA) AREA OF EXPERTISE Land use planning and analysis Geographic Information Systems (GIS) Mapping Building Permit Review Property Research CURRENT RESPONSIBILITIES As an Assistant Planner, Mr. Schleifer is responsible for preparing land use applications, creating land use exhibits, assisting in eminent domain casework, preparing land use analysis studies, writing project narratives, carrying out building permit reviews and completing compatibility studies. RELEVANT EXPERIENCE The Urban and Regional Planning program at Miami University afforded Mr. Schleifer the opportunity to work with a local investor to assist in finding a new locations for business expansions. Mr. Schleifer utilized ArcGIS Pro to run land and market analyses to determine the optimal development locations. Prior to his graduation from Miami University and employment with Morris Depew Associates, Mr. Schleifer held several prestigious internships that provided field experience and expanded his professional planning scope of knowledge. Mr. Schleifer interned with The Orlean Company, a real-estate development and management firm located in Cleveland, Ohio; RFQ No. ADM 01-32-11-21 REPRESENTATIVE PROJECTS & CLIENTS Project Technical Assistance, Cape Coral, Florida Prepared the due diligence report for Coral Lakes Tract 4, a Residential Planned Development, as well as the surrounding property analysis. The project required extensive future land use and zoning analysis for the subject property as well as those adjacent, as well as a detailed review of the Land Development Code and the comprehensive plan. Mr. Schleifer also prepared and submitted master site file requests for the project. Building Permit Reviews, Holmes Beach, Florida Reviewed new site plans for consistency with the City of Holmes Beach Code of Ordinances. Performed analysis of the Code of Ordinances necessary to determine the next steps following an applicant submittal. Project Technical Assistance, Lee County, Florida Drafted all of the corresponding land use applications and authorizations for submittal of the Daniels Falls Encore MFR project. Prepared affidavits and authorizations for all corresponding properties and carried out analysis of each respective parcel. Mr. Schleifer also prepared a project narrative including determination of consistency with the Lee County comprehensive plan. Also completed coordination and correspondence related to letters of utility and service availability. Consistency and Compatibility Analysis, Lee County, Florida Completing the Lee Plan consistency and compatibility analysis for the Daniels Pkwy Tractor Supply. Researched and reviewed the Lee Plan along with surrounding pre-existing and future developments to provide supporting evidence to support the compatibility with the surrounding community, and compliance with the comprehensive plan and land development code. Comprehensive Redevelopment Plan, Lindenwald, Ohio During his time in the Urban and Regional Planning program at MORRIS DEPEW 11 Michael Ekblad, PLA, ASLA Director of Landscape Architect Louisiana State University, Baton Landscape Architecture, 2006 Registered Professional Landscape Architect, MOT (Intermediate Level), Irrigation Design Member of the American Society of Landscape Architects (ASLA), Beautification Chair for Keep Lee County Beautiful (2016-2019), Treasurer of the Florida Chapter ASLA (2015), SWFL Section Chair of the Florida Chapter ASLA (2010-2012), Member of the Urban Land Institute, Member of the Lee County Land Development Code Advisory Committee (2011-2013). Community Development, Amenity Design, Landscape, Hardscape & Irrigation Design, Graphic Design, Community Theming, Site Planning, Lighting Design, 3D Visualizations, and Environmental Design. As the Director of Landscape Architecture, Mr. Ekblad is responsible for all phases of community visioning, landscape development, amenity design, lifestyle planning, landscape permitting, and construction phase services. For over a decade, Mr. Ekblad has provided residential community design services throughout the State of Florida and is proficient with the development, permitting, zoning, public hearing, and advisory board processes in numerous municipalities. Charlotte County Environmental Parks (Charlotte County, FL): Worked with County Staff and Environmental team to develop logos, welcome signage, interpretive trail markers, and land management diagrams for five environmental parks. City of Cape Coral Public Works (Cape Coral, FL): Developed Landscape Plans for the reverse osmosis water treatment plant and Well Head Generators. REPRESENTATIVE PROJECTS & CLIENTS (continued) • East Tamiami Trail Master Plan Study (Collier County, FL): Assisted with the creation of presentation graphics, a stakeholder meetings, photo analysis, conceptual visioning and corridor master planning. • FGCU Great Lawn and Main Entry (Lee County, FL): Assisted with the conceptual site planning, irrigation design, and construction phase services. Streetscape Design: Working in conjunction with Landscape Architects, Arborists, Irrigation & Pump specialists, Traffic Engineers, Foresters, utility agency owners, outdoor advertising sign owners, the Florida Department of Transportation, and various contractors, Mr. Ekblad assisted in the design, permitting, construction observation & certification, and Local Agency Program (LAP) project management services for over 14 miles of roadway in Lee County, Florida. The Numerous projects include the US-41 corridor from Littleton Rd., in North Fort Myers, south to Bonita Beach Rd., in Bonita Springs, Bonita Beach Rd., from 1-75 to Mango Dr., the 1-75 interchange at Corkscrew Rd., Treeline Ave., and Three Oaks Pkwy. • Gulf Coast Medical Center: (Lee County, FL): Responsible for the landscape and irrigation design and permitting for a 600 room and 1300 space parking lot expansion to the existing facility. Unique elements included a series of pocket parks around the campus connection a series of pedestrian trails, and landscape design around a helipad. • Cleveland Avenue Overlay District (Fort Myers, FL): Provided graphic and illustrative exhibits, including: cross sections, diagrams and rendered perspectives for the overlay district redevelopment plan and stakeholder meetings. • East Tamiami Trail Master Plan Study (Collier County, FL): Assisted in the creation of presentation material graphics, a stakeholder image preference study and analysis, conceptual visioning and graphics for the corridor master Plan. • Babcock Ranch (Charlotte and Lee County, FL): Assisted in the production, merging, and refinement of the conceptual master plans, and prepared the land development regulations streetscape diagrams, and assisted with the design for a series of raingardens to remove pollutants from the community's stormwater system. MORRIS RFQ No. ADM 01-32-11-21 12 DEPEW n LJ Eddie Singh Senior Engineering Technician Island Drafting & Technical Institute, New York — Computer Aided Drafting (CADD) Diploma, 1999 University of Guyana, Diploma in Technology, Civil Engineering, 1988 Thompson Design Institute, Pennsylvania — Structural Drafting Diploma, 1988 PROFESSIONAL REGISTRATION / CERTIFICATIONS Autodesk AutoCAD Certified User, 2019 Autodesk AutoCAD Certified Professional, 2021 AREA OF EXPERTISE Civil Engineering Design/Drafting, FDOT Design/Drafting, Structural Engineering Design/Drafting CURRENT RESPONSIBILITIES As a Senior Engineering Technician Mr. Singh is responsible for aiding professional staff along with direct responsibility for administrative tasks and technical support related to a variety of engineering, planning, landscape architecture and surveying projects. Preparation of AutoCAD drawings/graphic exhibits using AutoCAD, AutoCAD Civil 3D, AutoCAD Vehicle Tracking. Site visits to obtain/verify project construction information. RELEVANT EXPERIENCE For over 26 years Mr. Singh has provided civil, structural and roadway design/drafting services in Guyana, South America, New York and Florida and is proficient using AutoCAD, AutoCAD Civil 3D and other related software to produce complex project drawings/exhibits RFQ No. ADM 01-32-11-21 REPRESENTATIVE PROJECTS & CLIENTS • Premier Airport Park, (Fort Myers, FL): • Gasparilla Inn Beach Club, (Boca Grande, FL.): • Timber Creek (Lennar Homes) (Fort Myers, FL.): Developed complete project construction plans • Littleton Road, (North Fort Myers, FL): Provided FDOT construction plans for road widening from Corbett Road to Cleveland Avenue. • Caloosahatchee River Crossing, City of Cape Coral Public Works, (Cape Coral FL): Provided FDOT construction and survey site visits for a reclaimed water main from Cape Coral's Everest Water Reclamation Facility to Horton Park. Reclaimed water main to be horizontal drilled under the Caloosahatchee River to the Fort Myers side of the river. The proposed corridor for the reclaimed water transmission main is in the vicinity of and generally parallel to the Mid -Point Bridge crossing between the City of Cape Coral and the City of Fort Myers, Florida. • Tice Street, (Fort Myers, FL): FDOT sidewalk restoration plans • Ortiz Avenue, (Fort Myers, FL): FDOT utility expansion construction plans • Hawthorne Homes, (Bonita Springs, FL): Developed complete project construction plans for all phases. • Alico Commercial Center, (Fort Myers, FL): Developed complete project construction plans for all commercial tracts and assisted engineers with various design tasks. 13 MORRIS DEPEW Ow n Key Personnel Estimated Average Weekly Number of Hours per Task Zoning application review and prepara- Miscellaneous consultation for zoning tion of zoning request staff reports code and comprehensive plan determina- Ben Smith 2 hours tions Cindy Leal 1 hours Bailey Schleifer i hours Preparation of staff reports for land de- velopment code revisions, comprehensive plan amendments, and other city - initiated planning issues. Ben Smith i hours Ben Smith 2 hours Meeting/Workshop attendance Ben Smith 2.5 hours GIS mapping & AutoCAD services Cindy Leal 2 hours Cindy Leal 1 hours Eddie Singh 1.5 hours Bailey Schleifer 1 hours 15 hours per week are estimated above, based on the RFQ requirement for 6o hours per month. Hours are provided as estimates to reflect the expected utilization of staff to meet the weekly planning needs of the City and the variety of tasks requested in the RFQ. Actual hours may be adjusted as needed to meet specific demand and cir- cumstances with the understanding that personnel time will be available to meet de- mand for specifically requested services as those needs arise. MDA is fully prepared to provide a minimum of 6o hours per month in service to the City. MORRIS DEPEW RFQ No. ADM 01-32-11-21 14 The Morris-Depew Associates Team At Morris-Depew Associates (MDA), we understand the role of the providing ongoing services to local governments. Our staff has performed services for Florida cities and counties ranging from the short-term, daily planner -on -call services to the long term, multi -year comprehensive planning projects and the ongoing, upholding of community vision, values and standards. The MDA Team is made up of a diverse group of professionals representing all aspects of the planning, design and development review process. Each member brings a unique perspective and has coordinated numerous projects and tasks in various jurisdictions throughout the State of Florida and are intimately familiar with agency regulations statewide. We can provide the foundational knowledge necessary to allow a smooth and constructive realization of the City's vision. The firm is multi -disciplinary providing planning, engineering, landscape architecture surveying and platting services, and places a high value on a team approach and close working relationships to provide the highest quality work product in a practical and cost-effective manner. Collectively, the Team has practical experience with planning and zoning services which is combined with a thorough knowledge and background of the design and permitting process from the public and private sectors. These experiences and knowledge will ensure innovative solutions and a tailored approach to the services requested, uniquely positioning MDA to assist the City of Okeechobee with any planning, zoning, mapping, public input and design services that may be requested. Since its inception as a Planning and Engineering firm, to the now multi -disciplinary services offered, exemplary services have been provided across all the firm's departments to a variety of local governments and agencies throughout the State of Florida. All of the employees that will be providing the City with service are based in the firm's Fort Myers Headquarters. Our firm's offices are fully automated with the latest technology giving our staff the capability to produce all deliverables in-house, which ensures that deadlines are met and budgets are preserved. Morris-Depew holds all appropriate business certificates and all required certifications, licensure and insurances to practice in the State of Florida. Morris-Depew Associates is an equal opportunity employer and participates in a drug -free workplace program. Planning Ben Smith is the Director of Planning at MDA and will serve as the Planning & Zoning Program Administrator to the City of Okeechobee. Mr Smith' planning career has been comprised almost entirely of providing planning and zoning services to local governments around the state of Florida. Specifically, he understands the needs of the City and has intimate knowledge of the City's Comprehensive Plan, Land Development Code, established processes, local issues, community character and history, having served as the City's Planner for several years previously. All services performed under the General Planning Services Agreement will be coordinated by Mr Smith in conjunction with the City Administrator, City Council, City Staff, City Attorney and City Board Members, including oversight, quality control and timely completion of all planning and zoning related responsibilities entrusted to the MDA Team. Cindy Leal brings a wealth of planning and zoning experience to the MDA team, having served in public and private sector planning roles throughout her career. Her ability to process zoning requests with attention to detail and to provide workable solutions when presented with complex issues and circumstances will be an asset to the City of Okeechobee. Her proficiency in utilizing GIS mapping software will play a strategic role in tackling the mapping needs of the City. Bailey Schleifer brings knowledge of the latest planning concepts and a proficiency in GIS services to the MDA team. His ability to research and analyze planning and zoning issues and provide results in a timely fashion will be of great assistance to the planning needs of the City. L014:J AT,% RFQ No. ADM 01-32-11-21 n u Engineering Morris-Depew Associates is built upon an experienced team of Civil Engineers who have been designing, creating and redefining a better community for more than three decades. A wide and vast suite of civil engineering services is available to support the planning and zoning services as may be necessary for consultation on stormwater management design/function, roadway/transportation systems and infrastructure. AutoCAD services will be provided by the engineering department as needed. Landscape Architecture The landscape architecture professionals at MDA provide a broad range of services including site design, landscape design, sign design and master concept plans for planned developments. These areas of practice are applicable to many aspects of local governance, including the conceptualization and creation of master planning documents. Surveying and Platting MDA provides surveying services both as a stand-alone service and an integral part of our projects; maintaining a full complement of licensed survey personnel, experienced support staff, and high-tech equipment. By incorporating modern technology in both the field and office, we are able to provide cost effective products and services; collecting field data and directly enter it into our CAD Design files. While not specifically requested as part of this request for qualifications, the surveying department is available to support the planning services, should that need arise for the City. Importantly, they are available for consultation on any matters related to surveying and platting. If the City does decide to revise their Land Development Code Chapter 86, which contains the City's procedures for platting, subdividing and parcel reconfiguration, as well as design standards for subdividing, the MDA surveying department can provide useful expertise, having worked in numerous jurisdictions throughout the state. MORRIS DEPEW RFQ No. ADM 01-32-11-21 16 The Morris-Depew Associates, Inc., (MDA) Team is comprised of numerous engineers and landscape archi- tects that are proficient in the use of the latest version of AutoCAD, utilizing this software daily to produce work products which are delivered to our clients. As needed, CAD services are available on a time and mate- rials basis to the City of Okeechobee and it is acknowledged that deliverables will be provided with the un- derstanding that those documents will be considered the property of the City to be utilized as necessary by City staff, elected officials, board members, vendors, and authorized consultants in performance of their city - related duties. ■-- RFQ No. ADM 01-32-11-21 17 MORRIS DEPEW `r Mapping Between the City's Future Land Use Map (FLUM) and the City's Zoning Map, there exists a multitude of in- consistencies. While it is not entirely clear how this situation came about, it is clear that correcting these in- consistencies should be a priority. Inconsistent map designations often represent a barrier to development, redevelopment, property sales, as well as full or continued usage of property. It is acknowledged that the City Council, Planning Board and Administrator must ultimately direct the actions to address this major issue facing the City. However, the MDA team is prepared to undertake this task with the understanding that a successful strategy will likely begin with identifying all inconsistencies between the FLUM and the Zoning Map, as well as the existing land uses of those parcels with inconsistent designations. It will likely be helpful to create an existing land use map of the entire City, which will aid in identifying the actual land uses of spe- cific properties as well as overall existing land use patterns. The City would then decide on a course of action for changing FLUM and Zoning Map designations, either through City -initiated map changes, encouragement of property owner map changes, or a combination of the two approaches. Whichever direction is ultimately decided upon, it will be important to offer ample opportunity for public involvement in the decision making process. Our Team members are prepared to provide the data and analysis in a format which is readily un- derstandable, facilitate workshops and make available the GIS mapping skills that will be an integral asset to the success of this task. Land Development Code Revisions Through the course of providing planning services to the City of Okeechobee, Mr Smith was made aware that several areas of the City's Land Development Code may be due for updating in order to better address the needs of the community and the modernization of the City. In particular, the supplementary district regula- tions related to signage and landscaping, as well the platting and subdividing procedures of Chapter 86 have been a subject of these conversations. Our Team is well versed in the process of land development code up- dates, which are typically initiated as workshop items to the City Planning Board, who should be provided with relevant materials with which to direct discussions regarding the identification of outstanding issues, examples of exemplary municipal codes of similar communities, and the desired and realistic approach for the City, all while keeping in mind the City's vision and local character. As necessary, the Firm's engineering, landscape architecture, and surveying divisions are available to provide consultation on their specific subject areas of expertise where relevant to any issue. MDA's landscape archi- tecture professionals routinely work with the landscape and signage codes of various jurisdictions to provide aesthetically impressive and workable solutions for a variety of projects. Their breadth of experience in un- derstanding the landscaping realities of the Florida environment provides the balance between form and function that sets their work apart from their industry peers. MORRIS ,r DEPEW RFQ No. ADM 01-32-11-21 18 4 Rural Community Understandinp, Over its 32 years of operation, Morris-Depew Associates, Inc., (MDA) has provided professional planning, en- gineering, design, surveying and platting services to our public and private sector clients in numerous rural locations throughout Florida; including, Hendry, Glades, Highlands, Marion, Alachua, Gilchrist, Bradford, Clay, Okeechobee, Desoto, Polk, Wakulla and Walton Counties. The Firm's Department Directors and Project Man- agers have resided in Florida for many years. Through our professional and individual experiences, our em- ployees understand the many challenges and opportunities faced by rural communities. Branding and Economic Development The City of Okeechobee has unique existing conditions, including a prime location, that can be promoted and leveraged while establishing strategic partnerships with local and state organizations to support economic growth. The existing stakeholders, elected officials, City Staff, local business owners, residents, as well as or- ganizations like the Economic Council of Okeechobee, Okeechobee Main Street, and the Okeechobee Cham- ber of Commerce are the foundation to promoting economic prosperity while preserving local character. The City's hometown atmosphere of old values and new visions provides an excellent starting point to estab- lish a specific business and lifestyle brand focused on the natural environment, maintaining and strengthen- ing community history, and championing a traditional lifestyle. The City can leverage its existing and unique small town characteristics by identifying and supporting existing small businesses, which are the backbone of the City beyond agriculture. In addition, promoting and increasing tourism supported by the fishing and rec- reational opportunities provided by Lake Okeechobee will benefit the local businesses. These foundational attributes can be utilized as a marketing resource with business owners, tourists, and fu- ture residents and it is noted many of the local agricultural businesses are excellent stewards of their proper- ty in a manner that promotes natural habitat, wildlife management, as well as agricultural crops and live- stock. These efforts would further support the growth and expansion of existing local businesses as well as the development of new business opportunities. These efforts should serve as the cornerstone for future economic development within the City's governance documents. MORRIS ---7- DEPEW RFQ No. ADM 01-32-11-21 19 i Protection and Promotion of Industrial Area The City of Okeechobee's location at the intersection of SR70 and US441 (Park St and Parrot Ave), as well as the CSX Railway has provided a convenient access to the City's established industrial areas. Economic devel- opment efforts should identify existing industrial operations and businesses as well as encourage continued growth in the City's Industrial park through promotion of the existing logistics and distribution opportunities which utilize the transportation network through the City. Familiarity with Regulatory Agencies The MDA Team coordinates on a daily basis with state and regional agencies, including the South Florida Wa- ter Management District, The Florida Department of Transportation District 1, the Florida Department of Economic Opportunity and others. The relationships with staff and familiarity with the expectations and pro- cesses established by these agencies is a benefit that the MDA professionals bring to every project and cli- ent. Our ability to navigate the latest agency requirements will be an asset to the short and long term plan- ning efforts embarked on by the City. Utility Improvement Funding To promote existing businesses and the associated population and development growth from supporting ad- ditional businesses to locate with the City, improvements to public infrastructure will be needed. The State of Florida offers Revolving Loan Funds for Utility improvements. Additionally, Florida Statutes 163.3180(5)(h) supports the implementation of a proportionate share program for improvements to the transportation net- work, which may include multi -modal options. These opportunities should be discussed and considered as future growth is envisioned. MORRIS DEPEW RFQ No. ADM 01-32-11-21 20 k rIL MORRI-1 OP ID: SG ,a►�oR� CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DDVYVY)� mnar�n�, THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURERS), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsements . 813-261-2680 CONTACT Tim Nolen PRODUCER Shea Barcla Grou NIS y P' 501 E NAME'_- __. --_-- - _ - - PHONE 813-251-2680 FAX 813-251-2685 (AIC, No, Eld: _ _ LAIC, No): -- Kennedy Blvd, Suite 1000 Tampa, FL 336020 E-MAIL timigIsn"Darcialy.com ADDRESS: - -— -- - Tim Nolen _ INSURER(51AFFORDING COVERAGE r NAIC# INSURER A: Hanover Professionals 122292 _INSURE Morris pew Associates, Inc. 2914 C eveland Avenue INSURER B : Continental CASualty - CNA 120443 ------- --- --- - - - Fort Myers, FL 33901 INwgaR c - ` - -- INSURER 0, t— INSURER E: INSURER F: ueOOO. DC1/ICIl 11 UIIMMCD- THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR 1 TYPE OF INSURANCE DDL UBR POLICY NUMBER POLICY EFF POLICY EXPLTR LIMITS B X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE S 1,000,000 I CLAIMS -MADE I X I OCCUR S 6074588513 12106/2021 121OW2022 DAMAGE E$ET(a RENTED al 300,000ME $ MED EXP Am one person) $ 10,000 GEN'L I ' AGGREGATE LIMIT APPLIES PER POLICY! X J PO L J LOC PERSONAL B ADV INJURY GENERAL AGGREGATE PRODUCTS COMPIOPAGG I$ 1,000,000 $ 2,000,000 $ _ 2,000,000 AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT u accident, $ BODILY INJURY Per n $ ANY AUTO BOOpDILYINJURYIPer accent) $ OWNED SCHEDULED AU�ppTEEOSONLY AUUT.}OSSWNEp AUTOS ONLY AUTOS ONLY PPeOeccRida�rR AMAGE $ X UMBRELLA LU1B OCCUR EACH OCCURRENCE S 5,000,000 EXCESS LIAB CLAIMS -MADE B 6074586527 12/06/2021 1210812022 AGGREGATE 1$ 5,000,000 DIED RETENTIONS B WORKERS COMPENSATION AND EMPLOYERS'LA YIN ANY PROPRIETORIPARTNER/EXECUTIVE OFFICERIMEMBER EXCLUDED? ❑N (Mandatory in NH) NIA WC679392872 08/05/2021 0810612022 PER OTH- _ �TATSIIE -- ER_ E,L EACH ACCIDENT 1,000,000 $ _ E_ L. DI_SE_ASE_ EA EMPLOYEE _ _ $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below _- E.L. DISEASE - POLICY LIMI7 1,000,000 A ,A1E Professional LHJ H548296 00 03/25/2021 0312512022 Per Claim 2,000,000 Liability Aggregate 2,000,000 DESCRIPTION OF OPERATIONS/ LOCATIONS/ VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached it more space is required) ARCHITECTS & ENGINEERS PROFESSIONAL LIABILITY ON A CLAIMS -MADE BASIS WITH DEFENSE COSTS INSIDE THE LIMITS OF LIABILITY CERTIFICATE HOLDER CANCELLATION FORINF1 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE For Information Purposes Only THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN P Y ACCORDANCE WITH THE POLICY PROVISIONS. 405 S. Dale Mabry Hwy #241 Tampa, FL 33609 AUTHORIZED REPRESENTATIVE ACORD 25 (2016103) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD RFC No. ADM 01-32-11-21 21 MORRIS DEPEW • • 0 • The only litigation to report was the result of a survey error. The claim was settled out of court in pre -suit negotiations by the insurance carrier. MDA was responsible for payment of the policy deductible and was not privy to the amount of the settlement with the client. No legal claims have ever been made for Land Use Planning Services. RFQ No. ADM 01-32-11-21 Wj MORRIS DEPEW Form 2 PROPOSAL INFORMATION FORM I certify that any and all information contained in this RFQ is true. I certify that this RFQ is made without prior understanding, agreement, or connections with any corporation, firm or person submitting a RFQ for the same materials, supplies, equipment, or services and is in all respects fair and without collusion or fraud. I agree to abide by all terms and conditions of the RFQ and certify that I am authorized to sign for the Proposer's firm. Please print the following and sign your name: FIRM NAME 10 Morris-Depew Associates Inc. PRINCIPAL BUSINESS ADDRESS 2914 Cleveland Ave, Fort Myers, FL 33901 TELEPHONE 239-337-3993 ENTAIL ADDRESS bsmith@m-da.com FEDERAL I.D. NO. OR SOCIAL SECURITY NUMBER 65-0143521 NAME M. William Morris, Jr., PE, LEED AP TITLE President A T ORIZED SIGNATURE FACSIMILE 239-337-3994 MUNICIPAL BUSINESS TAX RECEIPT OR OCCUPATIONAL LICENSE NO. Page 32 MORRIS ---r DEPEW RFQ No. ADM 01-32-11-21 23 FORM 3A CERTIFICATE OF AUTHORITY (if Corporation) I HEREBY CERTIFY that Morris-Depew Associates Inc. is a business existing under the laws of the State of Florida — - - , (the "Entity") and that, as President, I M. William Morris, Jr., am , as of the Entity, beis h-1-19, authorized to execute this Proposal dated , 2021 on behalf of the Entity and submit this Proposal to the City of Okeechobee, wid h. Mossiewle"his 1 on behalf IN WITNESS WHEREOF, I have rhereunto set my hand of the Entity this I �' day of �m4e� �' �"� , 201 I . Secretary: _ Print Name: (Seat) i yk4 4. SAVT F President:• k1t��AI`'il i�LwREtS J2. Print Name: Page133 LTi ---r DEPEW RFQ No. ADM 01-32-11-21 24 FORM 4 Company Qualification Questionnaire • Some responses may require the inclusion of separate attachments. Separate attachments should be as concise as possible, while including the requested information. In no event should • the total page count of all attachments to this Form exceed five (5) pages. Some Information may not be applicable, in such instances insert "N/A". • 1. How many years has your company been in business under its current name and • ownership? 32 years • a. Professional Licenses!Certifications (include name and license #)* Issuance Date • �eArs 5 ETC P • • • ("include active certifications of small or disadvantage business & name of certifying • entity) 1 2. Type of Company: [1 Individual [1 Partnersh [1 Corporation [ LLC [1 Other 1 If other, please describe the type of company: _ — 1• 1 a. FEIN?EIN Number: 65-0143521 b. Dept. of Business Professional Regulation Category (DBPR): i. Date Licensed by DBPR: ii. License Number: c. Date registered to conduct business in the State of Florida: i. Date filed: � W- 0, t q $ 9 ii. Document Number: L 14 b $ 6 d. Primary Office Location: C I\A Page135 MORRIS mmmmr DEPEW RFQ No. ADM 01-32-11-21 25 e. What is your primary business? (This answer should be specific) �vY � s f. Name and Licenses of�uMy prior compadies /}ram ►�1 Name of Company License Name & No. Issuance Date r-1 & 3. Company Ownership �• a. Identify all owners or partners of the company: (Attach additional pages if necessary) Name 1► , Title (�, _ % of ownership f (1Jt,.l.t 4MA• n�oiiG S ,� �. P FCS toe INA. �. MLAU rim w4PAL i(o.6P b. Is any owner identified above an owner in another company? _ If yes, identify the name of the owner, other company names, and % ownership IVO Page 136 MORRIS DEPEW RFQ No. ADM 01-32-11-21 26 • e. Identify all individuals authorized to sign for the company, indicating the level of their signing authority (use additional pagestattachments if necessary) Name Title Signatory Authority (All, Cost Up to $Amount, No -Cost, Other) U. b u..yffi^ WbMu i IZY,�► A LI%- 070l vr- - T. OFstGLR 4. Employee Information DIL prt a. Total No. of Employees: w tZrk?NV�r b. Total No. of ManagerialfAdmin. Employees: 5. Recent Contracts a. Identify the five (5) most recent contracts in which your company has provided similar services to other public entities. Include the Owner's name and cgntact person. t i Ir-s C� a� k'` rs�9 6. Insurance Information: a. Insurance Carrier name & address: Page 137 MORRIS DEPEW RFQ No. ADM 01-32-11-21 27 b. Insurance Contact Name, telephone, ��&tt e-mail: c. Number of Insurance Claims paid out in last 5 years & value: U774,— 7. In the space below, describe any other experience, not covered by any of the stsubmittal requirements of the RFQ, related to the Services to be performed under the Agreement that Proposer believes is unique to its organization and would benefit the City. Please see Project Implementation Strategy and Special Consideration responses included this response to the City's Request for Qualifications 1W - 1� 1� 1• 1� J J _J _J J M J - J _J _J _J RFQ No. ADM 01-32-11-21 28 Pagc 38 MORRIS / DEPEW J- n u 10 10 By signing below, Proposer certifies that the information contained herein is complete and accurate to the best of Proposer's knowledge. B Signature of Authorized Officer V4 `w 14 u- 1Mae1Z1c. I 1�e. Printed Name 17.1 Is �LoZ 1 Date Page 39 MORRIS DEPEW RFQ No. ADM 01-32-11-21 0411 lie rORNI s Proposer's Team & Key Personnel Key Personnel and Staff Table 1. Proposer shall complete the following chart with its proposed Key Personnel and Staff. If additional space is required, use a duplicate page and attach to this form. Name Job 'Citle Company bears of e Experience p I ears N%ith Proposer I Licenses & C'erfilications Ben Smith, AICP Director of Planning Morris-Depew Assoc. 14 less than 1 AICP Cindy Leal, MURP Project Planner Morris-Depew Assoc. 5.5 3 MURP Bailey Schleifer Assistant Planner Morris-Depew Assoc. 1 less than 1 Michael Ekblad, PLA Director of Landscape Architecture, MDA 16 6 PLA Eddie Singh Senior Engineering Teclinician, Morris Depew 26 5 Autodesk AutoCAD Certified User & Page i 40 MORRIS DEPEW RFQ No. ADM 01-32-11-21 30 2. In the space below, explain the Proposer's ability and resources to substitute personnel with equal or higher qualifications than the Key Staff they will substitute for, where substitution is required due to attrition, turnover, or specific request from the City. Morris-Depew Associates is comprised of multiple engineers, planners, landscape architects and surveyors. e pr essiona s in each department and between departments work as a eam o complete projects. This strategy provides for cross training of skills and building of institutional knowledge throughout the Firm. At me point in tirne would the less or time -ell _1 a 7'ask. Work production hours are scheduled and tracked to ensure that no team member is over- or under-utilized. Additional staff is hired when trends in work production hours indicate that additional hiring is nec scary to meet demand. 3. In the chart below, provide the requested information for each Key Personnel or Staff member's engagement commitments that will exist concurrently with the City's Services. Name Area of Responsibility Commitment Hours Client Period of Engagement Ben Smith Planning Program Director Estimated 7.5 hrs per week Cindy Leal Planner Estimated 4 hou s per week. Bailey Schleifer Planner Estimated 2 hou s per week Eddie Singh Engineer Estimated 1.5 hours per week Page141 MORRIS ,r DEPEW RFQ No. ADM 01-32-11-21 31 By signing below, Proposer certifies that the information contained herein is complete and accurate to the best of Proposer's knowledge. By. Benjamin L. Smith Signature of Authorized Officer Date: December 9, 2021 Print Name Page 142 MORRIS DEPEW RFQ No. ADM 01-32-11-21 32 FORM 6 CLIENT REFERENCES IN ADDITION TO THE INFORMATION REQUIRED ON THIS FORM, CONTRACTOR TO PROVIDE A MINIMUM OF THREE REFERENCE LETTERS. City of Holmes Beach REFERENCE #1 Public EntitN Name: Reference Contact Name: Judy Titsworth Eran Wasserman Contact Title: Mayor Development Services Director Contact Department: Elected Official Development Services Department Contact Telephone: 941-932-6444 941-932-5798 Contact Email: hbmayor@holmesbeachfl.org dsdirector@holmesbeachfl.org Public EntitN Size/Number of Residents/Square Mileage: 1.911 sq mi - 4,468 residents - 2,338/sgmi Contract Start Date: Nov 1, 2021 Contract End Date: ongoing Is the Contract still Active? Yes No Scope of Fork (he as detailed as possible) Review of building permits for compliance with the LDC; Review of applications for rezoning, special exception, variances, FLUM amendments, etc.; Preparation of staff reports, ordinances, studies, memorandums, etc.; Coordination with applicants staff, contractors; Presentations to City Commission, Planning Commission and workshops to present staff reports and provide testimony and recommendations. Piwe 43 REFERENCE #2 Public Entity Name: Lee Health Reference Contact Name: David Kistel Contact Title: Vice President/Facilities and Support Services Contact Department: Facilities and Support Services Contact Telephone: 239-343-8528 Contact Email: dave. kstel@leehealth.org Public Entity Size/Number of Residents/Square Mileage: 2nd largest employer in Lee County Contract Start Date: Jan 30, 2020 Contract End Date: Jan 31, 2023 Is the Contract still Active? Yes No Scope of Work (be as detailed as possible) Continuing civil engineering services for outpatient facilities for projects that do not exceed $2,000,000 in cost or for fees that do not exceed $200 000. Page 144 MORRIS DEPEW RFQ No. ADM 01-32-11-21 34 REFERENCE #3 r Public Entity Name: San Carlos Estates Water Control District Reference Contact Name: Chris Lawson Contact Title: District Operations Manager �ContactDepartment: a Contact Telephone: n n 239-464-1484 I•Contact Email: r scewcd@hotmail.com I' Public Entity Size/Number of Residents/Square Mileage: rict Contract Start Date: 2000 Contract End Date: Ongoing r V Is the Contract still Active? Yes No r District statutory engineer according to FS 298 r Scope of Work (be as detailed as possible) r r r r r r r r r Page 145 1 r MORRIS RFQ No. ADM 01-32-11-21 35 December 9, 2021 • I Subject: Recommendation, Morris-Depew Associates, Inc. To Whom it May Concern: Morris-Depew Associates, Inc., provides the City of Holmes Beach with Planning and Zoning Services including building permit review, zoning interpretations and consultation, ordinance research review .• and preparation as well as planning studies. Morris-Depew Associates, Inc. has done an outstanding job for our City, and I strongly recommend the firm as a professional services consultant. „ If you have any questions, please feel free to contact me. lie Sincerely, 1• Eran Wasserman Director of Development Services City of Holmes Beach 5801 Marina Dr Holmes Beach, FL. 34217 (941) 708-5800 ext. 220 dsdirector@holmesbeachfl.org MORRIS ter' DEPEW RFQ No. ADM 01-32-11-21 36 LJ SanCarIosEstates P.O. Box 367807 , Bonita Springs, FL 34136 (239) 495-4699 July 9, 2018 City of LaBelle, Attn. Mayr Jo Wilson, LaBelle City Hall 10 481 West Hickpochee Avenue lie LaBelle, Florida 33935 To Whom It May Concern: San Carlos Estates Water Control District has had a professional relationship with Morris-Depew Associates, Inc., since 2000. During that time, they have provided the District with Civil Engineering, Planning, Surveying, and Landscape Architecture services, which include designing and permitting of the 2005 Capital Improvement Project that stabilized our storm water drainage system in accordance with State Laws, and they developed and manage our Right -of -Way permitting that generally consists of access permits for the landowners within the District. Morris-Depew Associates, Inc. has done an outstanding job for our District, and I strongly recommend the firm as a professional services consultant. If you have any questions, please feel free to contact me. Sincerely, qkt'A-0'a'� J is Roberts San Carlos Estates Water Control District P.O. Box 367807 Bonita Springs, FL 34136 (239) 495-4699 Julia.roberts@scewcd.ore MORRIS DEPEW RFQ No. ADM 01-32-11-21 M: _•f�N\FAS _ FLOgj�� jor 'on Opal— &* July 12, 2018 City of LaBelle, Atm. Mary Jo Wilson LaBelle City Hall 481 West Hickpochee Avenue LaBelle, Florida 33935 Subject: Recommendation, Morris-Depew Associates, Inc. Dear Ms. Wilson: Please accept this letter of reference for Moms-Depew Associates, Inc. (MDAI). Currently and in the past, MDAI has had a Continuing Services Contract for Planning and Development Services with the City of Fort Myers. The firm's efforts have included reviewing case files, background research for land use issues within the City, as well as providing professional engineering services for roadway design and construction with the City. MDAI has always provided superior professional planning, engineering, and surveying services in a timely and cost-effective manner, as well as meeting the established deadline for all tasks assigned. As an example of my experience with MDAI's service, I will discuss in detail one particular project that I completed with MDAI. Beginning in January 2016, MDAI was retained by the City of Fort Myers to evaluate an existing code enforcement case, the City's nonconforming use regulations, and to provide an interpretation of the correct application of the City's regulations for an existing business. Although the Whitehead & John's property has been utilized for excavation, processing, and storage, since the late 1960's; unfortunately, a business tax receipt (BTR) for the property was never issued. In 2015, a code enforcement violation was issued to the business for lack of a BTR. Due to the length of operation and the changes occurring on the subject property since the 1960's, it was unclear if a BTR could be issued under the nonconforming provisions of the Land Development Code. The professionals at MDAI worked together across disciplines to evaluate the land planning and engineering related details of the historical and existing use. A detailed analysis was prepared and provided to City staff, and numerous meetings were held to discuss the analysis and use of the property. Ultimately, the interpretation was challenged, and again the professionals at MDAI through a public hearing presented the facts of the case. The final resolution of the matter is still pending. However, throughout the process, the personnel at MDAI performed at the highest professional levels possible. They produced professional work products, coordinated planning efforts, provided litigation support, and undertook presentations. They scrupulously met deadlines, performed within budgets, and exhibited the highest level of professional expertise. 2200 �eco„d Lei • �nsG l( of ,Qilv,;� J"-y • /239/ 827-7022 • Vaa%Ps/ 844,G9o9 �l�+ili++� ,�ddreav ORC -Waa2277 • -VvW Xyos sf .94w w .R mg If you have any questions regarding this reference, please feel free to contact me. My telephone number is (239) 321-7024, and my email is azemi@cityfimyers.com. I can also be reached at P. O. Drawer 2217, Fort Myers, FL 33902-2217. Sinc;t, Sae ., City Manager Florida SK: sb 71 MORRIS �_- DEPEW RFQ No. ADM 01-32-11-21 38 HENDRY COUNTY Board of County Commissioners P.O. Box 2340 LaBelle, Florida 33975-2340 Charles T. Chapman IV Mark F. Lapp Barbara Butler County Administrator County Attorney Clerk of the Courts July 6, 2018 City of LaBelle, Attn. Mary Jo Wilson LaBelle City Hall 481 West Hickpochee Avenue LaBelle, Florida 33935 Subject: Recommendation, Morris-Depew Associates, Inc. Dear Ms. Wilson: Please accept this letter of reference for Morris-Depew Associates, Inc. (MDAI). Currently and in the past MDAI has had a Continuing Services Contract for Planning and Development Services with Hendry County. The firm's efforts have included reviewing case files, background research for land use issues within the County, and drafting text amendments to the County's Land Development Code. MDAI has always provided superior professional planning services in a timely and cost-effective manner. As well as meeting the established deadline for all tasks assigned. The professionals at MDAI work together across disciplines to evaluate the land planning and where necessary engineering related details of existing and proposed uses. Detailed analyses are prepared and provided to County Staff for consideration and conference calls or meetings are held to discuss the analysis and appropriate use of property. Throughout the various tasks assigned the personnel at MDAI have performed at the highest professional levels; producing a professional work product, coordinating planning efforts, meeting deadlines, and performing within budgets. If you have any questions regarding this reference, please feel free to contact me. My telephone number is (863) 675-5220, and my email is cchapman@hendryfla.net. I can also be reached at 640 South Main Street, LaBelle, FL 33935. Sincerely, .� Charles T. Chapm n IV, ICMA-CM Emma J. Byrd Darrell Harris Mitchell Wills Michael Swindle District I District 2 District 3 District 4 "This institution is an equal opportunity provider and employer" Karson Turner District 5 MORRIS ---r DEPEW RFQ No. ADM 01-32-11-21 39 FORM 7 DISPUTE DISCLOSURE Answer the following questions by placing an "X" after 66Yes" or "No". If you answer "Yes", please explain in the space provided, or on a separate sheet attached to this form. 1. Has your firm or any of its officers, received a reprimand of any nature or been suspended by the Department of Professional Regulations or any other regulatory agency or professional associations within the last five (5) years? YES NOV 2. Has your firm, or any member of your firm, been declared in default, terminated or removed from a contract or job related to the services your firm provides in the regular course of business within the last five (5) years? YES NOV 3. Has your firm had against it or filed any requests for equitable adjustment, contract claims, Bid protests, or litigation in the past five (5) years that is related to the services your firm provides in the regular course of business? A survey error resulted in the payment of an YES' NO insurance deductable, settled out of court with client by insurance company in pre -suit negotiations If yes, state the nature of the request for equitable adjustment, contract claim, litigation, or protest, and state a brief description of the case, the outcome or status of the suit and the monetary amounts of extended contract time involved. I hereby certify that all statements made are true and agree and understand that any misstatement or misrepresentation of falsification of facts shall be cause for forfeiture of rights for further consideration of this Proposal or Bid for the City of Okeechobee. Firm. M rri epew Associates Inc. Authorized Signature: r� Print or Type Name: t WiWA Title: FfqaSt o E Date: 1Z I 1 •S zee t Page 1 46 MORRIS �r DEPEW RFQ No. ADM 01-32-11-21 40 a r FORM 8 ACKNOWLEDGEMENT OF ADDENDA I HEREBY ACKNOWLEDGE that I have received all of the following addenda and am informed of the contents thereof: Addendum Numbers Received: (Check the box next to each addendum received) No Addendums Received Addendum 1 Addendum 6 Addendum , Addendum 7 Addendum 3 Addendum R :\ddendum 4 Addendum Addendum 5 Addendum 10 Morris-Depew Associates Inc. NAME OF ENTITY J Cy AUTHORIZED SIGNATURE Benjamin L Smith PRINT NAME 12-9-2021 DATE Pays 4 MORRIS DEPEW RFQ No. ADM 01-32-11-21 41 FORM 9 SINGLE EXECUTION AFFIDAVITS THIS FORM MUST BF. SIGNFD AND S%ORN TO IN THE PRESFNCF OF A NOTARY PURVIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. THIS FORM COMBINES SEVERAL AFFIDAVIT STATEMENTS TO BE SWORN TO BY THE PROPOSER OR BIDDER AND NOTARIZED BELOW. IN THE EVENT THE PROPOSER OR BIDDER CANNOT SWEAR TO ANY OF THESE AFFIDAVIT STATEMENTS, THE PROPOSER OR BIDDER IS DEEMED TO BE NON -RESPONSIBLE AND IS NOT ELIGIBLE TO SUBMIT A PROPOSAIJBID. THESE SINGLE EXECUTION AFFIDAVITS ARE SUBMITTED TO THE CITY OF OKEECHOBEE AND ARE STATEMENTS MADE: By: Benjamin L Smith For (Name of Proposing or Bidding Entity): Morris Depew Associates Inc. Whose business address is: 2914 Cleveland Ave, Fort Myers, FL 33901 And (if applicable) its Federal Employer Identification Number (FEIN) is: 65-0143521 (if the entity does not have an FEIN, include the Social Security Number of the individual signing this sworn statement. SS#: 1 Americans with Disabilities Act Compliance Affidavit The above named firm, corporation or organization is in compliance with and agrees to continue to comply with, and assure that any subcontractor, or third party contractor under this project complies with all applicable requirements of the laws listed below including, but not limited to, those provisions pertaining to employment, provision of programs and services, transportation, communications, access to facilities, renovations, and new construction. • The American with Disabilities Act of 1990 (ADA), Pub. L. 101-336, 104 Stat 327,42 USC 1210112213 and 47 USC Sections 225 and 661 including Title I, Employment; Title II, Public Services; Title Ili, Public Accommodations and Services Operated by Private entities; Title IV, Telecommunications; and Title V, Miscellaneous Provisions. • The Florida Americans with Disabilities Accessibility Implementation Act of 1993, Section 553,501-553.513, Florida Statutes: • The Rehabilitation Act of 1973, 229 USC Section 794; Page 148 MORRIS ,r DEPEW RFQ No. ADM 01-32-11-21 42 • The Federal Transit Act, as amended 49 USC Section 1612; • The Fair Housing Act as amended 42 USC Section 3601-3631. 6<� 00, Proposeffnitials Public Entity Crimes Affidavit I understand that a "public entity crime" as defined in Paragraph 287.133(1)(g), Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or of the United States, including but not limited to, any bid or contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentations. I understand that "convicted" or "conviction" as defined in Paragraph 287.133(1)(b), Florida Statutes, means a frnding of guilt or a conviction of a public entity crime, with or without an adjudication of guilt, in any federal or state trial court of record relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, non jury trial, or entry of a plea of guilty or nolo contendere. I understand that an "affiliate" as defined in Paragraph 287.133(I)(a), Florida Statutes, means: 1. A predecessor or successor of a person convicted of a public entity crime; or 2. An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. The term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership by one person of shares constituting a controlling interest in another person, or a pooling of equipment or income among persons when not for fair market value under an arm's length agreement, shall be a prima facie case that one person controls another person. A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months shall be considered an affiliate. I understand that a "person" as defined in Paragraph 287.133(1)(e), Florida Statutes, means any natural person or entity organized under the laws of any state or of the United States with the legal power to enter into a binding contract and which bids or applies to bid on contracts for the provision of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term `person" includes those officers, directors, executives, and partners, shareholders, employees, members, and agents who are active in management of an entity. Page,49 MORRIS DEPEW RFQ No. ADM 01-32-11-21 43 .0 Based on information and belief, the statement, which I have marked below, is true in relations to the entity submitting this sworn statement. (INDICATE WHICH STATEMENT APPLIES.) 4* Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity has been charged with ad convicted of a public entity crime subsequent to July I, 1989. The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July I, 1989. :J The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. However, there has been a subsequent proceeding before a Hearing Officer of the State of Florida, Division of Administrative Hearings and the final Order entered by the Hearing Officer determined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list (attach a copy of the final order). I understand that the submission of this form to the contracting officer for the public entity identified in paragraph l above is for that public entity only and that this form is valid through December 31 of the calendar year in which it is filed. I also understand that I am required to inform the public entity prior to entering into a contract in excess of the threshold amount provided in Section 287.017, Florida Statutes for category two of any change in the information contained in this form. k�- - Proposer Initials Page 50 DEPEW RFQ No. ADM 01-32-11-21 44 No Conflict of Interest or Contingent Fee Affidavit Proposer warrants that neither it nor any principal, employee, agent, representative nor family member has paid or will pay any fee or consideration that is contingent on the award or execution of a contract arising out of this solicitation. Proposer also warrants that neither it nor any principal, employee, agent, representative nor family member has procured or attempted to procure this contract in violation of any of the provisions of the City of Okeechobee conflict of interest or code of ethics ordinances or State Law. Further, Proposer acknowledges that any violation of these warrants will result in the termination of the contract and forfeiture of funds paid or to be paid to the Proposer should the Proposer be selected for the performance of this contract. Pr poser Initials Business Entity Affidavit Proposer hereby recognizes and certifies that no elected official, board member, or employee of the City of Okeechobee (the "City") shall have a financial interest directly or indirectly in this transaction or any compensation to be paid under or through this transaction, and further, that no City employee, nor any elected or appointed officer (including City board members) of the City, nor any spouse, parent or child of such employee or elected or appointed officer of the City, may be a partner, officer, director or proprietor of Proposer or Vendor, and further, that no such City employee or elected or appointed officer, or the spouse, parent or child of any of them, alone or in combination, may have a material interest in the Vendor or Proposer. Material interest means direct or indirect ownership of more than 5% of the total assets or capital stock of the Proposer. Any exception to these above described restrictions must be expressly provided by applicable law or ordinance and be confirmed in writing by City. Further, Proposer recognizes that with respect to this transaction or bid, if any Proposer violates or is a party to a violation of the ethics ordinances or rules of the City, the provisions of and as applicable to City, or the provisions of Chapter 112, part III, F.S., the Code of Ethics for Public Officers and Employees, such Proposer may be disqualified from furnishing the goods or services for which the bid or proposal is submitted and may be further disqualified from submitting any future bids or proposals for goods or services to City. Pr6. ser Initials Page 151 DEPEW RFQ No. ADM 01-32-11-21 45 Anti -Collusion Affidavit 1. Proposer/Bidder has personal knowledge of the matters set forth in its Proposal/Bid and is fully informed respecting the preparation and contents of the attached Proposal/Bid and all pertinent circumstances respecting the Proposal/Bid; 2. The Proposal/Bid is genuine and is not a collusive or sham Proposal/Bid; and 3. Neither the Proposer/Bidder nor any of its officers, partners, owners, agents, representatives, employees, or parties in interest, including Affiant, has in any way colluded, conspired, connived, or agreed, directly or indirectly with any other Proposer/Bidder, firm, or person to submit a collusive or sham Proposal/Bid, or has in any manner, directly or indirectly, sought by agreement or collusion or communication or conference with any other Proposer/Bidder, firm, or person to fix the price or prices in the attached Proposal/Bid or of any other Proposer/Bidder, or to fix any overhead, profit, or cost element of the Proposal/Bid price or the Proposal,/Bid price of any other Proposer/Bidder, or to secure through any collusion, conspiracy, connivance or unlawful agreement any advantage against the City of Okeechobee or any person interested in the proposed Contract. b� — Pr6lfoser Initials Scrutinized Company Certification 1. Proposer certifies that it and its subcontractors are not on the Scrutinized Companies that Boycott Israel List. Pursuant to Section 287.135, F.S., the City may immediately terminate the Agreement that may result from this RFP at its sole option if the Proposer or its subcontractors are found to have submitted a false certification; or if the Proposer, or its subcontractors are placed on the Scrutinized Companies that Boycott Israel List or is engaged in the boycott of Israel during the term of the Agreement. 2. If the Agreement that may result from this RFP is for more than one million dollars, the Proposer certifies that it and its subcontractors are also not on the Scrutinized Companies with Activities in Sudan, Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria as identified in Section 287.135, F.S. pursuant to Section 287.135, F.S., the City may immediately terminate the Agreement that may result from this RFP at its sole option if the Proposer, its affiliates, or its subcontractors are found to have submitted a false certification; or if the Proposer, its affiliates, or its subcontractors are placed on the Scrutinized Companies with Activities in Sudan List, or Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria during the term of the Agreement. 3. The Proposer agrees to observe the above requirements for applicable subcontracts entered into for the performance of work under the Agreement that may result from this RFP. As provided in Subsection 287.135(8), F.S., if federal law ceases to authorize the above -stated contracting prohibitions then they shall become inoperative. 6� Pr ser Initials Page 152 MORRIS ---7— DEPEW RFQ No. ADM 01-32-11-21 46 me Acknowledgment, Warranty, and Acceptance 1. Contractor warrants that it is willing and able to comply with all applicable state of Florida laws, rules and regulations. 2. Contractor warrants that it has read, understands, and is willing to comply with all requirements of RFP No. ADM 01-32-11-21 and any addendum/addenda related thereto. 3. Contractor warrants that it will not delegate or subcontract its responsibilities under an agreement without the prior written permission of the City Council or City Administrator, as applicable. 4. Contractor warrants that all information provided by it in connection with this Proposal is true and accurate. 9 � P poser Initials Sworn Signature of Proposing Entity Representative and Notarization for all above Affidavits follows on the next page. Page ! 53 �r DEPEW RFQ No. ADM 01-32-11-21 47 In the presence of: 1 Witness STATE OF FLOft1DA COUNTY OF Signed, sealed and delivered: ACKNOWLEDGMENT The foregoing instrument w s acknowledged before me by m ns of , physical presence or _' online notarization, this day of Dnb��, 2g�, by �i}') '�"1 > who is personally known to me or produced T as identification. +rya AMBER D. FRANCISCO Notary P blic Signature �f� Notary Public. Stete of Ftod'da "./�•� Commission No. HH 52261 11 u /t f Commisso Exores ttltttl202,t u; Commission No. `t r 1 z w tWMWW Page 54 MORRIS DEPEW RFQ No. ADM 01-32-11-21 48 LaKue Panning & Management Services, Inc. RESPONSE TO CITY OF OKEECHOBEE RFQ No: ADM 01-32-11-21 GENERAL PLANNING SERVICES I-J La1zue planning b TABLE OF CONTENTS C. Letter of Intent.......................................................................................................................1 D. Response Checklist..............................................................................................................2 E. Firm's Qualifications............................................................................................................3 F. Personnel Qualifications.................................................................................................15 G. Project Implementation Strategy.................................................................................23 H. Computer Aided Design (CAD).................................................................................... 27 I. Special Consideration...................................................................................................... 28 J. Insurance.............................................................................................................................. 30 K. Litigation Statement.........................................................................................................32 L. Forms..................................................................................................................................... 34 Le"ter ®f Intent J 2 is December 17, 2021 Mr. Gary Ritter, City Administrator Okeechobee City Hall I Administration Office ' 55 SE 3rd Avenue, Room 201 Okeechobee, FL 34974 ' RE: RFQ No. ADM 01-32-11-21— General Planning Services Dear Mr. Ritter: LaRue Planning & Management Services, Inc., is pleased to respond to the City of Okeechobee's request t 20 years - for General Planning Services. It has been an honor tourve becauthe se weI'understand thethe needs and future Our history with the City means there is no learning vision of the City of Okeechobee. Our firm has consistently osuch as the creation of a costrmed as a trusted partner dre recovery to the City of Okeechobee including several high pro projects aration system for staff development review charges, the 2017 annexation study and most recently prep of a Property Rights Element for the City's Comprehensive Plan, in compliance with state law. ork• relationship and the institutional knowledge we will bring —� art is our long standing p What sets our firm apart provide to future projects the City endeavors to pursue. LaRue Planningofessionais ls'ttodto continue w work together to Ipg with the City and has assembled amulti-disciplinary team partner to LaRue Planning on past projects, planning services. Urban Visions, Inc, has been a plas firm nning in GIS mapping, landscape architecture, and has familiarity with Okeechobee. Thment planning. Our second partner, O'Rourke Engineering & streetscape, urban design and redevelop 's challenging transportation Planning, adds expertise in creative and innovative solutions for today and has specific project experience in Okeechobee acting as the City's traffic ro projects inv'al`I areas er for issues a tanners, they manage p J proposed development applications. As transportation p parking policy development, p studies, transit analysis, mobility including large scale traffic studies, p Y analysis and transportation design. challenges that the The LaRue Team is diversified, focused and specifically chosen to meet the planning g Okeechobee will encounter in the near future. Going forward, we are poised to utilize the City ofplanning roaches combined experience of our Team in traditionalform-based on-ta itionamobil mobility and multimodal planning including annexation studies, complete streets, studies to accomplish new planning goals and objectives for the City of Okeechobee. opportunity to respond to this RFQ. The above information and accompanying support appreciate the opp team has superior experience support material will reassure the City of Okeechobeeournew project and qualifications to perform all future planning Sincerely, :Jl� e. 1a-12-W, James G. LaRue, AICP President providing planning and management solutions 9or local government 6 ve W larucplanning.com 1 375 Jackson Strcct, Suite 206 Fort Myers, Fl 33�0� 23�-33 Response Checklist • 0•• • Form 1 RESPONSE CHECKLIST Form 1: Response Checklist Form 2: Proposal Information Form Form 3: Certificate of Authority (Complete Form 3A or 3B as applicable) Certificate of Authority (for Corporations or Partnerships) Certificate of Authority (for Individuals) Form 4 Company Qualifications' Questionnaire Form 5 Key Personnel Form 6 Client References Form 7: Dispute Disclosure _ Form 8: Acknowledgment of Addenda Form 9: Single Execution Affidavit Page131 2 Firms Quail ''aL ons FORM 4 Company Qualification Questionnaire Some responses may require the inclusion of separate attachments. Separate attachments should be as concise as possible, while including the requested information. In no event should the total page count of all attachments to this Form exceed five (5) pages. Some Information may not be applicable, in such instances insert "N/A". • 1. How many years has your company been in business under its current name and ownership? 33 years 49 a. Professional Licenses/Certifications (include name and license #)* Issuance Date American Institute of Certified Planners - James G. LaRue 1983 (*include active certifications of small or disadvantage business & name of certifying entity) 2. Type of Company: [fix [* El41fi!MO [1 Corporation [1)&= [WKW If other, please describe the type of company: a. FEIN/EIN Number: 65-0415331 b. Dept. of Business Professional Regulation Category (DBPR): i. Date Licensed by DBPR: N/A ii. License Number: c. Date registered to conduct business in the State of Florida: i. Date filed: May 10, 1993 ii. Document Number: P93000034484 d. Primary Office Location: 1375 Jackson Street, Suite 206 Fort Myers, FL 33901 Page135 3 e. What is your primary business? Public Government Consulting (do not provide planning services for private clients) f. Name and Licenses of any prior companies Name of Company License Name & No. N/A 3. Company Ownership 40 a. Identify all owners or partners of the company: is (Attach additional pages if necessary) Issuance Date Name Title % of ownership James G. LaRue President 100% b. Is any owner identified above an owner in another company? If yes, identify the name of the owner, other company names, and OX ownership No Page 136 4 C. Identify all individuals authorized to sign for the company, indicating the level of their signing authority (use additional pageslattachments if necessary) Name Title Signatory Authority (All, Cost Up to $Amount, No -Cost, Other) James G. LaRue President All 4. Employee Information a. Total No. of Employees: 1 b. Total No. of Managerial/Admin. Employees. 1 S. Recent Contracts five (5) provided a. Identify the most recent contracts in which your company has similar SeNiCes to other public entities. Include the Owner's name and contact person. Ci of C IewistOn, Travis Reese Communi Develo ment Director City of Fort Myers, Anth°ny Palerm o Community Development Assistant Director es gE J~ Judy Titsworth, Mayor City of Holm city of Baumann, B of Sa`= Karl W Ron Sutton: Coy _. , each' E. Insurance - e & address. ce Carrier name a. Insurance Company Southern -Owners Insurance Official page 131 u c. Identify all individuals authorized to sign for the company, indicating the level of their signing authority (use additional pages/attachments if necessary) • Name Title Signatory Authority (All, Cost Up to $Amount, No -Cost, Other) James G. LaRue President All u 4. Employee Information a. Total No. of Employees: 1 • b. Total No. of Managerial/Admin. Employees: 1 5. Recent Contracts a. Identify the five (5) most recent contracts in which your company has provided similar services to other public entities. Include the Owner's name and contact person. City of Clewiston, Travis Reese, Community Development Director City of Fort Myers, Anthony Palermo, Community Development Assistant Director City of Holmes Beach, Judy Titsworth, Mayor City of Key Colony Beach, Ron Sutton, Mayor City of Satellite Beach, Karl Baumann, Building Official 6. Insurance Information: a. Insurance Carrier name & address - Southern -Owners Insurance Company Page 137 5 b. Insurance Contact Name, telephone, & e-mail: Assured Partners of Florida, Cape Coral Jessica Ritter 239.205.1545, jessica.ritter@assuredpartners.com c. Number of Insurance Claims paid out in last 5 years & -value: Zero 7. In the space below, describe any other experience, not covered by any of the stated submittal requirements of the RFQ, related to the Services to be performed under the Agreement that Proposer believes is unique to its organization and would benefit the City. Annexation Studies - LaRue Planning previously presented potential areas for City annexation. This analysis should be updated so the future growth for the City can be better projected. Redevelopment / Establishment of Community Redevelopment Area (CRA) - One future objective for the City is a strategic plan for redevelopment of its downtown area. Our Team has the expertise to provide these services. Page138 6 By signing below, Proposer certifies that the information contained herein is complete and accurate to the best of Proposer's knowledge. By. qIVY)rW 3 Y14. l - Signature of Authorized Officer James G. LaRue, President Printed Name December 14, 2021 Date Page139 u r u r� U FORM 6 CLIENT REFERENCES IN ADDITION TO THE INFORMATION REQUIRED ON THIS FORM, CONTRACTOR TO PROVIDE A MINIMUM OF THREE REFERENCE LETTERS. REFERENCE #1 Public Entity Name: City of Moore Haven Reference Contact Name: Steven A. Ramunni Contact Title: City Attorney Contact Department: City Administration Contact Telephone: 239.250.2918 Contact Email: Steve@SRamunnipa.com Public Entity Size/Number of Residents/Square Mileage: 1500+ residents / 1.06 sq miles Contract Start Date: 1990s Is the Contract still Active? Yes X No Scope of Work (be as detailed as possible) Site plan development review Comprehensive Plan Amendments Implementation of updated Zoning Code Prepared Capital Improvement Elements Prepared Water Supply Plan Contract End Date: Page143 8 REFERENCE #2 Public Entity Name: Village of Estero Reference Contact Name: • _ Mary Gibbs Contact Title: Community Development Director Contact Department: Community Development Contact Telephone: 239.221.5036 Contact Email: gibbs@estero-fl.gov Public Entity Size/Number of Residents/Square Mileage: 45,000 residents / 25.39 sq miles Contract Start Date: 2017 Contract End Date: 2019 Is the Contract still Active? Yes No X Scope of Work (be as detailed as possible) Creation of the first Comprehensive Plan for the newly incorporated Village. Page144 9 REFERENCE 43 Public Entity Name: City of Bonita Springs Reference Contact Name: John Dulmer Contact Title: Community Development Director Contact epartment: Community Development Contact Telephone: 239.405.1954 Contact Email: John.Dulmer@cityofbonitaspringscd.org 1 c Entity Size,'N Size,'umber of KesidenWSquare eager 55,000 rest ens sq mi es Contract Start Date: 2001 Contract End Date: 2010 Is the Contract still Active? Yes No X Scope of Work (be as detailed as possible) Creation of the first Comprehensive Plan for the City Prepared first Land Development Code Prepared numerous Plan Amendments Page145 We M -:)ilgnd aqj }o siopas snoiaen ay} g}inn pajaoM aneg pue slepl}}o Iuawuaano6 leDol uaaq aney ognn saagwaw sapnpul weal anbej aqj asne:)aq }uawuaano6 le:)ol jo leob ajewllln aql si Al!unwwo:) aqj ol a:)inaas 1egj spuelsiapun jjels ano -uoil:)aaip 1:)afoad ui sa6ueg:) pue Allilglxal} aainbaa Aew siaplogalels woaj Indui uagnn uana 'sialew A:)llod aqj pue saagwaw paeog iGoslnpe 'llels 'Dllgnd aqj gjln^ Ilan^ lionn aM -juawu6isse 6uiuueld gDea gjinn suoije}:)adxa asoqj o} do anll am pue jue:podwi Allenba aae labpnq uiglinn sjsej 10 has a 6uuanilap pue 'alnpagx awil 'sa:)lnaas }o ado:)s a buidolanaa -a6aawa sa6uallegD pajDadxaun uagm uana 'l:)afoid e gsiuil of uo pajuno:) aq ueD waif ano 'eaae juawdolanapaa Aj!unwwoD e aol apo:) paseq-waoj a 6uiu6isap ao ueld Al!unwwoD e 6uilepdn 'suolle:)lldde juawdolanap 6UIMalAaJ aaglagM -Aljuajslsuo:) sauilpeap :Wodai j}ejs 6uilaaw pue uoljaldwOD 01 }uawaDuawwoD woaj g6noa4j sjuawubisse 6uiuueld aas ol asilaadxa leuolssaloid pue }uawjlwwoD ano sajeajsuowap s}uallD juawuaano6 le:)ol ano }o Ile 6U1/UaS ui AIlna6uol ano -s}uea6 buiuueld pain:)as pue sueld :)i6ajeajs paleaa:) 'saipnis lepads pawao}Pad aneq aM -slualp juawuaano6 ano jo Auew aol sa}epdn aofew pue sluawpuawe ueld anlsuagaadwo:) aaedaid Alaullnoi aM -suolleln6ai juawdolanap puel le:)ll:)ead 6uiIlaM pue Malnaa ueld ajls 6ulpinoid ui pa:)uaiaadxa pue slda:)uo:) 6uluueld as}sew 6uiAldde ui juai:)ijoad aae aM -sjuawuaano6 le:)ol 6upe} sa6uallep buiuueld snouen 6u1nlos ol sapeoidde mau gsaaj 6uiluasaid aligns 'sllljs jjels builuawalddns ui jdape aae saagwaw weal s,waij ano -s}:)afoad }o Ajaiaen a ao} sa:)lnaas 6uluueld luallaDxa 6uipinoid aoj uollelndai a 6ulUJea '8861 a:)uls epuol j jo a}els aqj inogbnoagl saijunoa ZZ pue salilledplunw 09 aano qj!M paIaoM seg 6uluueld an�lej -Al!unwwo:) ssauisnq pue sjuaplsaa aq} jo spaau agj jaaw pue uolsln SAD aqj aaq:an} of jjels anoA aplsbuole Allua6lllp 6uplaonn anuiluo:) o} sasiwoad weal ano -weal( OZ aano ao} AID aq1 01 sa:)lnaas 6uiuoz pue buiuueld snolaen papinoad seq pue aagogDaalo jo AID aqj of juejInsuo:) 6uluueld a 6ulaq }o aloi aqj spuelsiapun Alg6noaogl buiuueld an�jej snsuasuoo pue uoijec ig1ved ai/qnd aldwe gggonui apyM 'ua�yepapun sl jegj 4uacuu5isse Ifue ui 1f4inipgfgo a4nlosge j.?afoad 4sncu ;uejlnsuoo 5uiuueld /njsse.»ns e Xlleuoi ippd suoijnlos pue sanssi 5uiuueld 5g1juasaad uagM ?Ilgnd pue Yeas aqj qj!m Apeap ajeaiuncutuo.�p pue ua;sq of lfj!l!ge ue qj!m 'sly.ys jo 1f4g11en e aneq;sncu sjuejlnsuoo 5uiuueld 'an pgya aq o1 sj-?aload q.)'ns uo a�yej of aWij .9jenbape aAeq jou op yejs 4uawu.1ano,6le�?ol ueq vi sa11j3gfgo 5uiuueld lfli.Ioud uo sn.?oj �fj�e?i i�ads ueo pue ascuadxa leaiugoaj papeau-se apinoad sjuellnsuo? -aAuas 1fagj juacuuaano5 leool gpea jo salylejuasaidej se gglpe pue saauueld pequo.), se 5uiugl4junj 'ssaooid 6uluueld juacuuiano5 le-7ol aqj jo lied lej!A e aae sjuejlnsuoo 5uiuue/d sNOliVOIJi-idno sAui-� fkri I d anNe1 LaRue P I anriirr J At LaRue Planning, our team members are available on a daily basis to provide individualized service and customer support for our local government clients. If the services for a particular client include planning and zoning review of applications for building permits, site plans or zoning requests, we can and do process those requests with exceptionally short turn -around times. When residents, business owners and developers have inquiries regarding the land development regulations, comprehensive plan, or an application process, we are always available by phone and email to provide responses to their inquiries. Depending on the complexity of the inquiry, we often provide a determination within the same business day. The LaRue Planning Team is committed to forging a renewed working relationship with the City of Okeechobee. When applications are submitted to the City for development orders, development permits, comprehensive plan amendments, deviations, appeals, zoning changes, variances, and development agreements, we work with City staff to ensure that those applications are handled professionally. We ensure all applicants' projects conform to city, county, state and federal regulations. The Team brings new perspectives to the City in anticipation of establishing innovative planning objectives for the City over the next planning period. We are prepared to initiate such projects as ■� potential annexation analysis, redevelopment, CRA studies, visioning and strategic planning which will be important for the City's future growth and development. M • • • • • • • • • • L • • • • • • LaKue planning Official Complaint History LaRue Planning & Management Services does not hold any professional licenses. There have never been any complaints filed against the company. Florida Municipal Clients LaRue Planning has provided services to over 60 municipalities and 22 counties throughout the state of Florida since 1988. The company does not provide services to private entities. The following is a complete list of current clients and a condensed list of past clients. City of Okeechobee City of Avon Park City of Clewiston City of Fort Myers City of Holmes Beach Town of Indialantic City of Indian Harbour Beach City of Key Colony Beach City of Moore Haven City of Satellite Beach Village of Estero North Bay Village Town of Lake Placid Town of Melbourne Beach City of Sanibel City of Cape Coral Lee County City of Casselberry • 13 L Corporate Certificate tc ,taiaa DrVartmml of fqtatr I certify the attached is a true and correct copy of the Articles of Incorporation of LARUE PLANNING & MANAGEMENT SERVICES, INC., a Florida corporation, filed on May 10, 1993, as shown by the records of this office. The document number of this corporation is P93000034484. CR2EO22 (2-91) Oturn unbrr my hanb anb thr Orrat moral of thr :&tatr ot_Ploriba, at aallabassrr, for (Capital, this thr Twelfth bav of May, 1993 C 14 1Jim -iamitl Srcrrtnry of Stair LaRue plani*q Personnel Qualif"I'ccat'Jons • • _ • • • • • • a to is • • W-WWWWWWW••O• • • • • • • • • • •••• FOP.Al 5 Proposer's Team & Key Personnel Key Personnel and Staff Table 1. Proposer shall complete the following chart with its proposed Key Personnel and Staff. If additional space is required, use a duplicate page and attach to this form. Name Job Title Company Years of xper Experience Tears with Proposer Licenses & Certifications James G. LaRue President LaRue Planning 40 30 AICP Gloria Pellito Office Manager! Planning Technician LaRue Planning g 25 15 N/A Robert P. Franke Director of Planning Urban Visions 30 7 AICP, CUD Lei Xiao Senior Planner Urban Visions 15 5 RLA Susan R. O'Rourke Traffic Engineer Transportation Planner O'Rourke Engineering & Planning 30 6 PE Page 140 15 2. In the space below, explain the Proposer's ability and resources to substitute personnel with equal or higher qualifications than the Key Staff they will substitute for, where substitution is required due to attrition, turnover, or specific request from the City. The proposer has the ability to maintain a staff pool adequate to make substitutions due to attrition or increase in work load for the City. At all times three professional planners and two technicians will be available for Okeechobee assignments if necessary. 3. In the chart below, provide the requested information for each Key Personnel or Staff member's engagement commitments that will exist concurrently with the City's Services. Name Area of Responsibility Commitment Hours Client Period of Engagement Jim LaRue ompre ensive an Amendments 30 hours/month City of Holmes Beach until June 2022 Bob Franke Redevelopment / CRA Revisions 5-10 hours/month City of Avon Park until February 2022 Susan O'Rourke Traffic Analysis Study 10 hours/month Various Clients on -going Lei Xiao GIS Mapping 10-15 hours/month Various Clients on -going Page 141 16 By signing below, Proposer certifies that the information contained herein is complete and accurate to the best of Proposer's knowledge_ By: ], =r . 6 t Pi Signature of Authorized Officer Date: December 14, 2021 n u James G. LaRue, President Print Name Page 142 17 CITY OF OKEECHOBEE RFQ No ADM 01-32-11� Bob Franke, AICP, CUD Consultant Plantation Office Jim LaRue, AICP Lei Xiao, RLA Program Administrator Consultant Fort Myers Office „ Plantation Office Susan O'Rourke, PE Consultant Stuart Office Education Masters in Urban & Regional Planning, Univ. of Iowa Masters in Political Science, Memphis State University Bachelor of Arts, University of Texas Professional Affiliations American Institute of Certified Planners American Planning Association Florida City & County Managers Association Florida Planning & Zoning Association Florida Redevelopment Association International City Managers Association Certified Main Street Consultant Honors and Awards • 2015 Roland Eastwood, Planner of the Year APA Florida — Promised Lands Section Presidential Certificate of Merit Broward County Clean Water Management Plan US Department of Labor • Certificate of Excellence Summer Youth Program FCCMA Lifesaver Award, 2001, 2002 ICCMA 741h Annual Award, Significant Contributions & Achievements in advancement of local government administration. Lake Placid Resolution Honoring "Jim LaRue" Day Broward County Committee for Community • Development, Honors for Outstanding Community Service & Dedication to improve quality of life Broward County Planning Council Presentations �• APA Florida — "You're Going to do What"— 2016 �• Mastering the basic three Rs of ethics: Respect, Responsibility, and Results. ■ Florida Planning & Zoning Association "Page Park: Yesterday, Today, & Tomorrow" - 2011 A story in planning evolution, from its initial beginning as an army training base during WWII to a potentially viable thriving mixed -use community. Florida City Clerks Association Keynote Address — 2008 . Growth Management Workshop — 2008, 2009 r Overview of statutory, administrative code and program implementation standards. r La Kum pfii-nning James G. LaRue, AICP President Mr. LaRue has more than four decades of Florida government and consultant experience for local governments with a strong background in public management and planning. As the President of LaRue Planning & Management for over 30 years, Jim has assisted Florida cities and counties providing specific management and planning solutions in the form of plan amendments, zoning and development plan review, strategic planning and land development code revisions. Jim enjoys a strong reputation for creating community excellence, providing quality knowledge planning and redevelopment expertise. Planning Project Experience Highlights Estero: Formulated the first Comprehensive Plan for the newly incorporated Village. Conducted visioning sessions for the Plan that were well attended by the community. The Plan was formulated consistent with that vision. Developed nine Elements with goals, objectives and policies supported by data and analysis. Facilitated over 20 public meetings and hearings which culminated with the Plan adoption in 2018. Contact Person: Mary Gibbs, Community Development Director, 239.221.5036 Fort Myers: Provided planning services to the City including: zoning district modifications, text amendments to the Comprehensive Plan, addressing the City's comprehensive disaster mitigation strategy, hurricane evacuation capacity, public shelter availability, and the Coastal High Hazard Area (CHHA) density cap. The amendments, found in compliance by DEO, allowed the removal of the CHHA density cap in the Downtown Redevelopment Area and other CHHA areas. Future Land Use map and text amendments were made to the Comprehensive Plan addressing density within the Downtown/Midtown areas of the City. Found in compliance by the State Land Planning Agency. Comprehensive plan amendments are being implemented through revisions to the City's land development code. Contact Person: Steve Belden, Community Development Director, 239.321.7902 Satellite Beach: Providing comprehensive planning services to the City since 2007. Recently assisted the City with the adoption of Comprehensive Plan Amendments which form a unified strategy to address the City's vulnerabilities to coastal erosion, flooding, storm surge, and sea level rise, in addition to establishing buildback standards for coastal lots. Subsequent amendments include Complete Streets policies, land use compatibility with state military installations, EAR and the EAR -based plan amendments, Public School Facilities Element and the 10-Year Water Supply Facilities Work Plan. Contact Person: Courtney Barker, City Manager, 321.773.1391 Bonita Springs: Served as the contract comprehensive Planning Official for the City from its incorporation through April 2010. Prepared Plan Amendments including the Bonita Beach Road large scale Plan Amendment and the Old US 41 Redevelopment Overlay large scale Plan Amendment. Planned the vision setting for the City's Comprehensive Plan; prepared the City's EAR, their first unified Land Development Code and revisions. Updated the Capital Improvements Element for compliance with Chapter 163 requirements and prepared the 10-Year Water Supply Facilities Work Plan, the Public School Facilities Element and the 2009 EAR -based Plan Amendments. Contact Person: John Dulmer, Community Development Director, 239.405.1954 City of Cape Coral: Strategic planning assistance to the City in formulating the City's 2012 annual Strategic Plan. Assisted City Council in updating mission, vision, and value statements. Also, provided facilitation sessions for Police and Fire Departments when they developed their Department Strategic Plans. Readdressed and modified the Strategic Plan in 2018. Contact Person: Terri Hall, Special Projects Coordinator, 239.574.0446 City of Moore Haven: Providing current and long range planning and zoning services to this City for a number of years. Completed major comprehensive plan changes, completed water supply plan update. Contact Person: Steven A Ramunni, City Attorney, 239.250.2918 19 ei Owns�Urban Visions, Inc. Robert P. Franke, AICP, CUD Mr. Franke is both a Certified Planner (AICP) and Certified Urban Designer (CUD). He is a proactive leader and at ease in high stress, fast -paced planning agencies with emerging and multiple responsibilities. He thrives in both independent and collaborative work environments and has a proven record of accomplishments leading to award -winning policies, programs and plans. Professional Responsibilities and Accomplishments Management Staff supervision. Created work programs and performance measures for employees. Prepared and administered annual operating budgets in excess of $30 million. Prepared and administered capital budgets in excess of $50 million. Prepared consultant contracts for redevelopment sponsored programs and projects. Managed multiple public input processes, including public hearings, charrettes, and workshops. Administered Comprehensive Planning, Zoning, Neighborhood Planning, Code Enforcement, Building and Permitting, Redevelopment, Harbor, and Affordable Housing programs. Chief staff to Community Redevelopment Agencies (CRA); CRA Advisory Committees; Grants and Affordable Housing Advisory Committee; Community Trust Fund Advisory Committee; and Historic Preservation Advisory Committee. Responsible for managing the day-to-day activities of four (4) Redevelopment Agencies. Managed multiple projects on -time and on -budget. Community Planning and Redevelopment Thirty-two years of comprehensive planning, land use, and zoning: amendments and new codes. Streamlined development approval processes for both affordable housing and redevelopment. Reduced site plan approval times for redevelopment projects: 180 days to 45 days. Reduced affordable housing grant approval from 60 days to one day. Managed site plan review committees for four Florida local governments. Supervised administration of grant programs, such as: State Housing Initiative Partnership, CDBG, Historic Preservation, Waterfronts Florida, Coastal Management, Windstorm Mitigation, and Brownfields. Instituted CRA site plan review. Increased CRA-owned property value by 50% through preparation of development contracts. Prepared or edited several newsletters, brochures and Power Point presentations for public distribution. Developed CRA Board policies on: Budgeting, Voting Procedures, Grants, Capital Improvements, and Purchasing. Tracked economic impacts of redevelopment activities. Prepared RFQs and RFPs for redevelopment projects and programs. Provided public announcements Private Planning Consultant Prepared redevelopment plans, comprehensive plan updates, zoning overlays, and special studies: Baywalk Design Graphics, North Bay Village Lock Feasibility Study, Belle Glade Urban Code and Pattern Book, Florida City Community Redevelopment Plan updates (3), Avon Park Streetscape Design Graphics, Florida City Immokalee Master Plan & Land Development Code Update, Bay Walk Graphics, North Bay Village Community Redevelopment Plan Update, Naples Comprehensive Plan Mapping, Homestead CDBG Application, Lake Worth Master Plan Graphics, Sweetwater Corridor Master Plan, Pompano Beach Improvement District Financing Evaluation, Sweetwater, Guanabana's Restaurant Grant Application, Jupiter Annexation Mapping, Sweetwater Lease Study for City Casino, Lake Worth Land Use Amendment Graphics, South Miami. Finding of Necessity (2), Avon Park Capital Improvements Element Update, City of Doral Redevelopment Plan updates (3), Avon Park CRA Zoning Overlay, Bonita Springs Due diligence for large retailer - Target CRA Design Guidelines, Boynton Beach CRA Sustainability Element, Satellite Beach Downtown Master Plan, Lantana Annexation Study, Okeechobee Unmet Needs Analysis and Work Program, Stuart CRA Housing Element of the Comprehensive Plan, Village of Estero Cottage Lots Zoning Code, City of Stuart Evaluation and Appraisal Report Sufficiency Response, Punta Gorda, FL. 20 Urban Visions, Inc. Lei Xiao, RLA Ms. Xiao has extensive experience in urban design, site planning, master plans, and landscape architecture both internationally and locally. She is also proficient in producing urban code pattern books, comprehensive plan mapping and streetscape design graphics. Experience Highlights Ms. Xiao's fourteen years of experience on a variety of projects include: Large scale urban mixed use master plans Tourism and resort master planning Computer graphics / GIS / hand illustration Retail and entertainment development Town center urban design Campus planning Residential / community planning Community redevelopment / urban infill Golf course layout and clubhouse design Landscape design: residential, commercial, leisure Project Highlights Baywalk Design Graphics, North Bay Village, FL Urban Code and Pattern Book, Florida City, FL Streetscape Design Graphics, Florida City, FL Comprehensive Plan Mapping, Homestead, FL Master Plan Graphics, Sweetwater, FL Improvement District Financing Evaluation, Sweetwater, FL Annexation Mapping, Sweetwater, FL Land Use Amendment Graphics, South Miami, FL Capital Improvements Element Update, City of Doral, FL CRA Site Analysis and Inventory, Flagler Beach, FL Downtown Design Guidelines, Lantana, FL CRA Concept Plan, Daytona Beach Shores, FL Streetscape and Gateway Design, Florida City, FL Collier City Master Plan, Pompano Beach, FL Urban Code/Pattern Book, Florida City, FL Annexation Study, Sweetwater, FL Annexation Study, Okeechobee, FL Yamato Road Tri-rail Station Inter -model Development, Boca Raton FL Dalian Wolong Bay CBD Urban Design, Dalian China Venus Rock Retail and Leisure Development Design, Hapotami Cyprus Pune Golf Club Landscape Design, Pune India Howard Air Force Base Redevelopment, Panama City, Panama Guangzhou University City Central Area Urban Design, Guangzhou China Guangzhou Pearl River New Town, Guangzhou China Nansha Area Overall Conceptual Urban Design, Guangzhou China Professional Certifications Education Florida Registered Landscape Architect Master of Urban Planning, South China University of Technology Bachelor of Architecture, South China University of Technology Professional Affiliations Master of Landscape Architecture (candidate), University of Illinois American Society of Landscape Architects 21 r � , ROURKE ENGINEERING & PLANNING RESUME • SUSAN E. O'ROURKE, P.E. Traffic Engineer SEORourke@comcast.net Ms. O'Rourke has been involved in transportation engineering since the beginning of her career 36 years ago. A native of Florida, Ms. O'Rourke returned to Florida in 2001 after 12 years in California. Her unique mix of public sector policy development and private sector implementation provide the insight to navigate the regulatory process for even the most complex projects. MS. O'Rourke has completed hundreds if not thousands of traffic impact analyses in her career. Ms. O'Rourke has conducted plan check and traffic study review for numerous Agencies to include City of Okeechobee, Lake Park, Town of Jupiter, and City of Stuart . Ms. O'Rourke is well versed in many facets of transportation planning to include large scale traffic studies, small project traffic studies, transit planning, long range projections, corridor planning, freight logistics, hurricane preparedness and regional and local planning. In addition to the transportation planning side, Ms. O'Rourke provides conceptual'design and various engineering design components to include maintenance of traffic, signal design and signing and striping that allow her to more fully understand the impacts of the project she works on and the cost to her clients. EDUCATION Bachelor of Science, Engineering Science, Vanderbilt University, 1985 EXPERIENCE Vanderbilt University, Traffic and Parking, 1982-1985 Kimley-Horn and Associates, (KHA) Analyst, West Palm Beach, 1985-1988 Kimley-Horn and Associates, Regional Vice President, Orange, California, 1988-1989 O'Rourke Engineering, 1989-2000 RBF/O'Rourke Engineering 2001 Susan E. O'Rourke, P.E., Inc. DBA O'Rourke Engineering & Planning 2001-present REGISTRATION Registered Civil Engineer, Florida, Registered Civil/ Traffic Engineer, California (former) AFFILIATIONS Member Institute of Transportation Engineers Board, Stuart Main Street (2016/2017) City of Stuart LPA (2015-2018) 22 SE Seminole Street I Stuart, FL 34994 1 772-781-7918 1 SEORourkeancomcast.net 22 Project Implementaton Strategy 0 00 0 0 0 0 0 000 00 0 0 0000 0 0 00 F: LaRue p I waning PROJECT IMPLEMENTATION STRATEGY The LaRue Planning multi -disciplinary team of professionals will work together to provide general planning services to the City of Okeechobee. Since there is not one project per se within the expected scope of services, as Okeechobee's consultant we will establish City project priorities within the following areas: General Planning, Land Use & Zoning Services LaRue Planning provides general planning services for a number of cities and counties in Florida, including the City of Okeechobee. This broad scope of services includes experience in writing comprehensive plans, preparing comprehensive plan amendments, rezonings, site plan review as well as land development code rewrites. We are well versed in form -based codes as well as conventional • Euclidean zoning regulations. LaRue Planning has performed land use analysis in the preparation of comprehensive plans, evaluation and appraisal reports and as staff memo back up in conjunction with individual future land use map amendment requests. Zoning analysis is routinely provided in our staff reports when evaluating rezoning requests. We created new future land use categories for the City of Estero and new zoning districts for the City of Bonita Springs as part of the process of implementing the first comprehensive plans for those new municipalities. Concurrency Review Whenever a community is experiencing growth and redevelopment, one of the most important considerations is to require that public facilities are adequate and in place to serve proposed development. Our Team provides level of service concurrency analysis for sewer, water, solid waste and transportation when proposed developments are applying for development order approval. Transportation and Parking • Future planning challenges in the City of Okeechobee will need to readdress parking and transportation. To that end, O'Rourke Engineering will provide traffic studies to the city. These studies could include but are not limited to parking studies; mobility and mobility fee studies; analysis of traffic, pedestrian, or transit operations throughout the City; evaluation of Comprehensive Plan Policies or Land Development Regulations; and neighborhood mobility assessments. O'Rourke Engineering is available to assist with smaller studies such as evaluation of a pedestrian crossing or the much larger task of evaluating the Transportation Element of the Comprehensive Plan. Environmental Studies (Brownfield Redevelopment) Urban Visions has experience in working with Florida DEP and the EPA on both brownfield and 23 • LaRue }2 I ,dnnl,tlg Superfund sites. In Lake Worth, Florida, Urban Visions oversaw the process of streamlining the Phase I application process to submit a master application for the entire redevelopment area, instead of submitting an application for each needed Phase I site assessment. In Martin County, Urban Visions worked with Florida DEP and EPA officials on public outreach for clean-up of a designated Superfund site in a redevelopment area. This included door-to-door and public meeting activities. In addition, they assisted business owners within a redevelopment area of Martin County with processing and reporting Phase I activities. Plan and Permit Review LaRue Planning has prepared numerous site plan reviews for public hearing applications that are brought before advisory boards and local government commissions/councils. We also routinely prepare zoning reviews for single family homes and accessory structures as part of the building permit review and approval process. We perform both of these functions in a thorough and accurate manner for the City and several other communities throughout the state, considering all applicable comprehensive plan policies, land development codes, ADA regulations and coordination with other appropriate government agencies. Urban Visions staff is also very familiar with permit review responsibilities. They have managed site plan review committees for Destin, Green Acres and Lake Worth. In Destin, Urban Visions oversaw the operation of the Permitting Division as the Planning Director for that City. As a planner for Martin County, they were responsible for field verification of site plans during construction activities to ensure compliance with land use and zoning. Urban Visions staff is comfortable working with engineers, architects, and contractors on all aspects of the planning process. Natural and Cultural Resources Assessments Urban Visions has managed historic preservation activities including inventories and zoning code amendments for Lake Worth and Martin County. They also secured grant funds from both the South Florida Water Management District and Florida DOT for natural resource enhancements and beautification activities, and the state of Florida for historic preservation grants. • Climate Change and Resilience Elements LaRue Planning has provided assistance to the coastal Town of Indialantic, as well as the City of Indian • Harbour Beach as they revised their comprehensive plans incorporating resiliency policies to effectively deal with climate change and peril of flood issues. Both projects involved vulnerability • assessments prior to creating policies that resulted in crafting positive strategies to combat the threat of flooding by storm surge and sea level rise. 24 • • • • • • LaRue p I ann.qg Urban Visions in conjunction with LaRue Planning prepared the Sustainability Element for Satellite Beach's Comprehensive Plan that incorporated many of the strategies for the City's sustainability action plan. Mr. Franke of Urban Visions has been a presenter at the following state conferences relating to redevelopment and sustainable development: • Sustainable Florida • Florida Brownfields Coalition • Florida Redevelopment Association • Florida APA • Water Resources Planning LaRue Planning has prepared numerous water supply facility plans and updates for local jurisdictions • in order to meet the state requirements under Florida Statutes 163.3177(6)(C). Over the years we have developed a good relationship with the South Florida Water Management District and have been responsible for preparing several water supply plan updates in a timely fashion. • Public Outreach Support Services Among other various public outreach projects, our experience includes a unique (Vision Our Town) project for the Town of Fort Myers Beach. The visioning process was employed to discern a shared image of Fort Myers Beach that would be most desirable in years to come. The LaRue team and Town • staff hosted two vision sessions to ascertain what the residents perceived as the major challenges to ensuring a thriving and successful Fort Myers Beach. In the first vision session, we sought to determine the essential issues that would become the "building blocks" for a viable Fort Myers Beach. Specifically, participants at the first session were asked to identify major issues they considered sufficiently important to the short-range and long-range future of the Town. At the second vision • session, 67 statements describing potentially desirable outcomes covering four major subject areas were presented to the participants. Participants in the vision session were asked whether or not they agreed or disagreed with each of the vision outcome statements. • Based on the consensus reached during the Vision Our Town project, and particularly the comments proffered at the evaluation of the outcome statements, LaRue Planning recommended specific • changes to the Objectives and Policies in the Comprehensive Plan. These revisions were presented to • the Town Council and became the starting point for the Town's future update of its Comprehensive Plan. Urban Visions has conducted community outreach in cities throughout Florida. The method of • outreach included: charrettes, workshops, townhall style meetings, surveys and door-to-door interviews. In Martin County, they developed a monthly newsletter on activities in the seven redevelopment areas and monthly code enforcement workshops for various neighborhoods 25 throughout the county. While in Ft. Pierce, Mr. Franke was a frequent guest on the local radio broadcast speaking on topics relative to redevelopment. i Landscape Plan Review Urban Visions, Ms. Xiao a Florida Registered Landscape Architect (RLA), lends landscape expertise to our planning team. Her professional abilities are second to none, as she has produced landscape designs internationally, nationally and in Florida. 40 Annexation Studies With the growth potential of Okeechobee in mind, it is important to consider and identify potential expansion of the city boundaries through annexation. Following up on a prior annexation study for the City prepared by LaRue Planning several years ago, it is time to revisit this very important project. Potential unincorporated areas will be examined consistent with state law requirements. The character of the potential areas will be analyzed, ad valorem property tax revenues will be determined as well as the costs of bringing services to those properties. a. Computer Aided Design RN `�" S Lk 0 0 000 00 - 00 0 9 9 0 0 0 9 *so COMPUTER AIDED DESIGN (CAD) Since the LaRue Planning Team is not producing construction drawings we will not be using CAD design drawings. However, our mapping experts are well versed in GIS mapping and prepared to provide products in that medium. Ms. Xiao, of Urban Visions, has over 20 years of CAD drawing experience, as well as GIS mapping and several other computer graphics programs. 27 Special Consideration N • -- -• •• ••• • • - • •• ••••ss 11 0 ■I • • • • • • .-A LaKue P I arani.n'g SPECIAL CONSIDERATION The LaRue Team brings special resources to this overall project as illustrated by the following representative project descriptions in the areas of annexation, community redevelopment areas, traffic analysis, vision setting and strategic planning„ Naples, Florida CRA Plan Update ' The Naples CRA Plan had not been updated since its initial approval in 1994. Mr. Franke, working with Iler Planning was tasked with updating the Plan and incorporating any relevant proposals from 14 plans and ordinances adopted over the years.=�--�- The initial scope included developing a-._ matrix of issues and opportunities found ... -OMW within the 14 adopted plans. Upon completing this analysis, the relevant planning opportunities of the 14 plans, as ; t well as new land use and design opportunities were presented in a format that could be used with the eight sub -areas of the CRA. risiJl�=, Jr:► Strategic Planning/Vision Setting Project Experience Mr. LaRue provided planning assistance to the City of Cape Coral in formulating the City's annual Strategic Plan. Assisted City Council in updating mission, vision, and value statements. In addition, provided facilitation sessions for Police and Fire Departments when they developed their Department Strategic Plans. Mr. LaRue assisted the City of Gainesville's Department of Community Development. He conducted a one day visioning session to develop the Department's Strategic Planning Goals and Objectives. Mr. LaRue facilitated community input sessions in the development of North Bay Village's Vision. Sessions included initial meetings with the Village Council, private citizens, and follow-up meetings with the business community. 28 LaKue p I anni.ng City of Okeechobee Annexation Study LaRue Planning and Urban Visions partnered in 2017 to conduct the study. The study used the following criteria as a basis for identifying potential annexation areas warranting further evaluation: a. Areas outside the City that are designated Urban Residential Mixed Use on the Okeechobee County Conceptual Future Land Use Map. Annexation Study b. Areas that can be serviced, at acceptable response times, by the City's Police, Fire and Emergency Medical equipment and personnel. Areas that receive water and sewer service from the Okeechobee Utility Authority. Okeechobee, Florida October 2017 Prapartd by: LaRue Planning and Manag mWA'.Ini. urban Vialona, Inc. c. Properties, the owners, residents, businesses, and customers of which are likely to use City roads as the primary means of access. City of Okeechobee; Plan Checking and Traffic study review; (0412018 — 0212019) Ms. O'Rourke reviewed plans for the Checkers at SR70 and SE 8th Avenue and the Wawa at SR 70 and 2nd Avenue. She evaluated the concurrency analyses of both projects. In addition, the site plan was reviewed for truck turning radii and queueing. Driveway access was evaluated for operation and queueing as well. Okeechobee Music Festival — Okeechobee, Okeechobee, FI_ (09/201 7 -- present) Ms. O'Rourke prepared the traffic management plan for the Okeechobee Music Festival. The plan involves the development of a series of directional location signs to help guide the patrons to their destination. Coordination with the county and local law enforcement personnel to staff critical intersections, during the arrival and departure periods. She also prepared the Maintenance of Traffic plan at the key intersections. She acquired all necessary signs as well as secured all necessary permits for the signs and lane closures and any other needs for the traffic management plan. Finally, Ms. O'Rourke oversaw the install, made adjustments in the field and oversaw the day of event traffic management working with the on -site operator, the Turnpike, FDOT, Osceola Sheriff, Okeechobee Sheriff and the Okeechobee County staff. 29 Insurance J-� INSURANCE LARUPLA-01 ncoRo CERTIFICATE OF LIABILITY INSURANCE SE01JRITTER DOTE IMIS'DP'YWY) 1 DlA:Dn�1 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S). AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policyties) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WANED, subject to the terms and conditions of the policy certain policies may require an endorsement A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s)- MODUCER License # =130 AssuredPartners of Florida, Cappee Coral 3501 Del Prado Blvd. S f Ke f1204 Cape Coral. FL. 33904 CONTACT Jessica Ritter I4",c°N u 239 205-1545 ate. Noe 2391 542-5527 J ss jessica.ritter@assuredpartners.com INSURERI 31 AFFORDNO OOVERIAOE NAIC0 INSURER A: Southern -Owners Insurance Company 10190 INSURED LaRue Planning and Management Services, Inc. 1375 Jackson St Ste 206 Ft Myers. FL 33901 INsURERe:Hartford Casualty Insurance Cc 29424 INSURER0: INSURER D: INSURER E: INSURER F' rnV oar%CC r=DTIC—Tc uiIrADGD oClnellluu�Ir1DCD- THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BE-= HAVE BEEN ISSUED TO THE INSURED NMIED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT. TERM OR CONDITION Of ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR 161AY PERTAIN. THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS. NC'-UBIONS AND CONDITIONS OF SUCH POLICIES. LIV fTS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. ~7p TYPE OF DMIURANCE yjp yyy.D POLICY NUMBER0299r"tM;AWM POLICY LIMIT$ • X COMMERCtALOENEPI'LLIABB.rrY 20230254 712772021 712V2022 SAOHOCCURRENCE 1 1,000,000 n-)'AG 300.000 '=.ED E(P,..M — S 10 000 nRSOKINI.&ADVIINAPRY s 1.000,000 :EVLA_.RE�\TEUTARAPP'JESPER: :L:_• ECT �LOC f:;ENE ALAGGREGATE S 2,000,000 =RC XCT-COAP.'OP AGO 2,000,000 A AUTOMOBILE LIABILITY ANY AUTO OWNED StifDVLED �N�pITFO�S ONLY A1p1-N05 pp X 9% ONLY X AJCv Y 20230254 712712021 712V2022 -YA31NEDiINGLELHI Ei —c ..: 1 1,000,000 3ODLY INJURYI=er Senora? S a::LY 'WVRY =C ACCIAMt; Pet x=9 DM.1AC£ 3 UMBRELLA LIAR EXCESS LIAB O:l JR CL-JM& tkDE c1CHOCCUR=-t,CE 3 DED i=--=-PTION S B WORKERS COMPENSATION AND EMPLOYERS' LIABRJTY YIN AwtixsaE-c'=.PwLDEC' cur:E �FIc�P�+�I.�Wvc:J.DEc' ElNfA rYr. tl—cbe Iro1r DE>CRIFTIDN :. O=Ei\-10�'S oft+' 21WECAK8676 7,1:2021 7012022 EL. En;,,r,ACCIDEvr s 1,000,000 ' 1,000,000 EL :13ElSE•=CJCr tA1T 1'00(),000 CESCRIP-' OPEPATIONS � LOCATIONS! VEHICLES (ACORD 101. ADOSINMI RN-04 S@MWM. IRry M lIADMC It n %pawl, MuIrIM SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Okeechobee THE EXPIRATION DATE THEREOF, NOTICE WILL BE D`_LNERED IN 55 Southeast 31rd Avenue ACCORDANCE WITH THE POLICY PROVISIONS. Okeechobee. FL 3A974 AUTHOMMD REPRESENTATIVE jl � pa . '•+' , J lytltl-LUIDAUJHU I:UHYUKg11VN. AR rights reserved. The ACORD name and logo are registered marks of ACORD 30 n U � " CERTIFICATE OF LIABILITY INSURANCE DATE 6/2912021 06/29/202, THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE PRODUCER, CERTIFICATE IMPORTANT: It the certificate holder is an ADDITIONAL INSURED, the policy(les) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy. certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in I" PRODUCER Karen Bronson CorRiok Solutions „^ 312-637-8755 ua.m 180 N Stetson Ave Suite 4500 Chicago, IL 60601 kbronson®corrisksolutlons.caR INSURERS) AFFORDING COVERAGE Nwo INSURER A: New Hampshire Insurance Company 23841 INSURED LaRue Planning & Management Services, Inc. 1375 Jackson Street, Suite 206 INSURER B: INSURER C: INSURER D: INSURERE: Pt. Myers, FL 33901 INSURER F: THIS 15 TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECTTO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN. THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSH LTR TYPE OF INSURANCE AUU1 INSRD SuBH WVD POLICY NUMBER POIJCY!'F KWYj POLICY "I rywlODr^' ) LIMIT GENERAL LIABILITY EACH OCCURANCE DAMAGE TO RENTED COMMERCIAL GENERAL LIABILITY PREMISES Ea oaurmlg°) CLAIMS MADE F-IOCCUR MED EXP(Any —Pl ) DOES NOT APPLY PERSONAL SAND INJURY GENERAL AGGREGATE PRODUCTS - COMP/OP AGO GE'VL AGGREGATE LIMIT APPLIES PER: HPOLICY F-JPROJECT LOC AUTOMOBILE LIABILITY I.t, �Huer urAllea xnelnn SWI_YIWJAYIPepH ! ANYAUTO aga-YIWJRY(PH+ooanl) ALL OWNED SCHEDULED AUTOS AUTOS DOES NOT APPLY _" acdmntl NON-0WNED HREDAUTOS AIITM" UMBRELLA UAS OCCUR EACH OCCURANCE AGGREGATE EXCESS LIAR CLAIMS MADE DOES NOT APPLY DEC I IRETENTION$ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY A U- OTHER TOR Y LIMITS E L EACH ACCIDENT ANY PROPRIETOR'PARTNER•EXECUTIVE OFFI ZNB46ER EXCLUDED? YIN (M.WaWy n NH) ❑ NttDI s—W DESCRIPTION OF WE.L. tHlwr N'A DOES NOT APPLY t.L 5 EMPLOYEE DISEASE - POLICY LIMITOIONS A Professional Liability 05 06/29/21 06/29/22 a 1, 000, 000064991844- A 717.$ n1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (Attach ACCORD 101, Additional Remarks Schedule, Amore space is required) r_FK I IFM_A IC HULUCK L.HIYLCLLH IIVIY SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF. NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Okeechobee AUTHORIZED REPRESENTATIVE 55 Southeast 3rd Avenue Okeechobee, FL 34974 ACORD 25(2910105) �-, 1988 2010 ACORD CORPORATION. Allrights reserved The ACORD name and logo are registered marks of ACORD 31 Litigation Statement FORM 7 DISPUTE DISCLOSURE Answer the following questions by placing an "X" after "Yes" or "No". if you answer "Yes", please explain in the space provided, or on a separate sheet attached to this form. 1. Has your firm or any of its officers, received a reprimand of any nature or been suspended by the Department of Professional Regulations or any other regulatory agency or professional associations within the last five (5) years? YES NO X 2. Has your firm, or any member of your firm, been declared in default, terminated or removed from a contract or job related to the services your firm provides in the regular course of business within the last five (5) years? YES NO X 3. Has your firm had against it or filed any requests for equitable adjustment, contract claims, Bid protests, or litigation in the past five (5) years that is related to the services your firm provides in the regular course of business? 0 YES NO X If yes, state the nature of the request for equitable adjustment, contract claim, litigation, or protest, and state a brief description of the case, the outcome or status of the suit and the monetary amounts of extended contract time involved. I hereby certify that all statements made are true and agree and understand that any misstatement or misrepresentation of falsification of facts shall be cause for forfeiture of rights for further consideration of this Proposal or Bid for the City of Okeechobee. Firm: LaRue Planning &0�Management Services, Inc. Authorized Signature: � v.,�`' Print or Type Name: James G. LaRue • Title: President Date: December 14, 2021 Page146 M LaKUe p I anni.ng11 LITIGATION STATEMENT Litigation or Regulatory Action LaRue Planning & Management Services has never had litigation or regulatory action filed against the firm or any officers. 33 L- r, u mn 0 Form 2 PROPOSAL INFORMATION FORM I certify that any and all information contained in this RFQ is true. I certify that this RFQ is made without prior understanding, agreement, or connections with any corporation, firm or person submitting a RFQ for the same materials, supplies, equipment, or services and is in all respects fair and without collusion or fraud. I agree to abide by all terms and conditions of the RFQ and certify that I am authorized to sign for the Proposer's firm. Please print the following and sign your name: FIRM NAME LaRue Planning & Management Services, Inc PRINCIPAL BUSINESS ADDRESS 1375 Jackson Street, Suite 206 Fort Myers, FL 33901 TELEPHONE 239.334.3366 EMAIL ADDRESS Jim@LaRuePlanning.com FEDERAL I.D. NO. OR SOCIAL SECURITY NUMBER 65-0415331 NAME James G. LaRue TITLE President AUTHORIZED SIGNATURE qlrA'� -A RU'2' FACSIMILE N/A MUNICIPAL BUSINESS TAX RECEIPT OR OCCUPATIONAL LICENSE NO, Page132 34 FORM 3 A CERTIFICATE OF AUTHORITY (if Corporation) I HEREBY CERTIFY that a meeting of the [circle one] Board of Directors/ Partners of LaRue Planning & Management Services, Inc. , (the "Entity") held o a business existing under the laws of the State of Florid n December 10 12021 , the resolution was duly passed and adopted: following President "RESOLVED, that, James G. LaRue as of the Entity, be and is hereby authorized to execute this Proposal dated December 14 , 2021 on behalf of the Entity and submit this Proposal to the City of Okeechobee, and this Entity and the execution of this Certificate of Authority, attested to by the Secretary of the Corporation, and with the Entity's Seal affixed, will be the official act and deed of this Entity." I FURTHER CERTIFY that said resolution is now in full force and effect_ IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official sea] of the Entity this 14th day of December Secretary: James G. LaRue Print Name: (Seal) 72021 . President: James G. LaRue Print Name: Page133 35 r-, u FORM 8 ACKNOWLEDGEMENT OF ADDENDA I HEREBY ACKNOWLEDGE that I have received all of the following addenda and am informed of the contents thereof. - Addendum Numbers Received: N 1 lix (Check the box next to each addendum received) Addendum 1 Addendum 2 Addendum 3 Addendum 4 Addendum S LaRue Planning & Management Services, Inc NAME OF ENTITY 9±� & xz�- P�uq' AUTHORIZED SIGNATURE James G. LaRue, President PRINT NAME December 14, 2021 DATE Addendum 6 Addendum 7 Addendum 8 Addendum 9 Addendum 10 Page 147 36 FORM 9 SINGLE EXECUTION AFFIDAVITS THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. THIS FORM COMBINES SEVERAL AFFIDAVIT STATEMENTS TO BE SWORN TO BY THE PROPOSER OR BIDDER AND NOTARIZED BELOW. IN THE EVENT THE PROPOSER OR BIDDER CANNOT SWEAR TO ANY OF THESE AFFIDAVIT STATEMENTS, THE PROPOSER OR BIDDER IS DEEMED TO BE NON -RESPONSIBLE AND IS NOT ELIGIBLE TO SUBMIT A PROPOSAL/BID. THESE SINGLE EXECUTION AFFIDAVITS ARE SUBMITTED TO THE CITY OF OKEECHOBEE AND ARE STATEMENTS MADE: By. James G. LaRue For (Name of Proposing or Bidding Entity): LaRue Planning & Management Services, Inc. Whose business address is: 1375 Jackson Street, Suite 206, Fort Myers, FL 33901 And (if applicable) its Federal Employer Identification Number (FEIN) is: 65-0415331 (if the entity does not have an FEIN, include the Social Security Number of the individual signing this sworn statement. SS#: 1 Americans with Disabilities Act Compliance Affidavit The above named firm, corporation or organization is in compliance with and agrees to continue to comply with, and assure that any subcontractor, or third party contractor under this project complies with all applicable requirements of the laws listed below including, but not limited to, those provisions pertaining to employment, provision of programs and services, transportation, communications, access to facilities, renovations, and new construction. • The American with Disabilities Act of 1990 (ADA), Pub. L. 101-336, 104 Stat 327, 42 USC 1210112213 and 47 USC Sections 225 and 661 including Title I, Employment; Title II_ Public Services; Title III, Public Accommodations and Services Operated by Private entities; Title IV, Telecommunications; and Title V, Miscellaneous Provisions. • The Florida Americans with Disabilities Accessibility Implementation Act of 1993, Section 553.501-553.513, Florida Statutes: • The Rehabilitation Act of 1973, 229 USC Section 794; Page 148 37 • The Federal Transit Act, as amended 49 USC Section 1612; • The Fair Housing Act as amended 42 USC Section 3601-3631. Proposer Initials Public Entity Crimes Affidavit I understand that a "public entity crime" as defined in Paragraph 287.133(1)(g), Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or of the United States, including but not limited to, any bid or contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentations. I understand that "convicted" or "conviction" as defined in Paragraph 287.133(1)(b), Florida Statutes, means a finding of guilt or a conviction of a public entity crime, with or without an adjudication of guilt, in any federal or state trial court of record relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, non jury trial, or entry of a plea of guilty or nolo contendere. I understand that an "affiliate" as defined in Paragraph 287.133(1)(a), Florida Statutes, means: 1. A predecessor or successor of a person convicted of a public entity crime; or 2. An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime_ The term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership by one person of shares constituting a controlling interest in another person, or a pooling of equipment or income among persons when not for fair market value under an arm's length agreement, shall be a prima facie case that one person controls another person. A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months shall be considered an affiliate. I understand that a "person" as defined in Paragraph 287.133(1)(e), Florida Statutes, means any natural person or entity organized under the laws of any state or of the United States with the legal power to enter into a binding contract and which bids or applies to bid on contracts for the provision of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, and partners, shareholders, employees, members, and agents who are active in management of an entity. Page 149 a3 Based on information and belief, the statement, which I have marked below, is true in relations to the entity submitting this sworn statement. (INDICATE WHICH STATEMENT APPLIES.) -N Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity has been charged with ad convicted of a public entity crime subsequent to July 1, 1989. :1 The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. D The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. However, there has been a subsequent proceeding before a Hearing Officer of the State of Florida , Division of Administrative Hearings and the final Order entered by the Hearing Officer determined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list (attach a copy of the final order). I understand that the submission of this form to the contracting officer for the public entity identified in paragraph I above is for that public entity only and that this form is valid through December 31 of the calendar year in which it is filed. I also understand that I am required to inform the public entity prior to entering into a contract in excess of the threshold amount provided in Section 287.017, Florida Statutes for category two of any change in the information contained in this form. Proposer Initials Page150 39 No Conflict of Interest or Contingent Fee Affidavit Proposer warrants that neither it nor any principal, employee, agent, representative nor family member has paid or will pay any fee or consideration that is contingent on the award or execution of a contract arising out of this solicitation. Proposer also warrants that neither it nor any principal, employee, agent, representative nor family member has procured or attempted to procure this contract in violation of any of the provisions of the City of Okeechobee conflict of interest or code of ethics ordinances or State Law. Further, Proposer acknowledges that any violation of these warrants will result in the termination of the contract and forfeiture of funds paid or to be paid to the Proposer should the Proposer be selected for the performance of this contract. 9,5A - Proposer Initials Business Entity Affidavit Proposer hereby recognizes and certifies that no elected official, board member, or employee of the City of Okeechobee (the "City") shall have a financial interest directly or indirectly in this transaction or any compensation to be paid under or through this transaction, and further, that no City employee, nor any elected or appointed officer (including City board members) of the City, nor any spouse, parent or child of such employee or elected or appointed officer of the City, may be a partner, officer, director or proprietor of Proposer or Vendor, and further, that no such City employee or elected or appointed officer, or the spouse, parent or child of any of them, alone or in combination, may have a material interest in the Vendor or Proposer. Material interest means direct or indirect ownership of more than 5% of the total assets or capital stock of the Proposer. Any exception to these above described restrictions must be expressly provided by applicable law or ordinance and be confirmed in writing by City. Further, Proposer recognizes that with respect to this transaction or bid, if any Proposer violates or is a party to a violation of the ethics ordinances or rules of the City, the provisions of and as applicable to City, or the provisions of Chapter 112, part III, F.S., the Code of Ethics for Public Officers and Employees, such Proposer may be disqualified from furnishing the goods or services for which the bid or proposal is submitted and may be further disqualified from submitting any future bids or proposals for goods or services to City. Proposer Initials Page151 40 Anti -Collusion Affidavit 1. Proposer/Bidder has personal knowledge of the matters set forth in its Proposal/Bid and is fully informed respecting the preparation and contents of the attached Proposal/Bid and all pertinent circumstances respecting the Proposal/Bid; 2. The Proposal/Bid is genuine and is not a collusive or sham Proposal/Bid; and 3. Neither the Proposer/Bidder nor any of its officers, partners, owners, agents, representatives, employees, or parties in interest, including Affiant, has in any way colluded, conspired, connived, or agreed, directly or indirectly with any other Proposer/Bidder, firm, or person to submit a collusive or sham Proposal/Bid, or has in any manner, directly or indirectly, sought by agreement or collusion or communication or conference with any other Proposer/Bidder, firm, or person to fix the price or prices in the attached Proposal/Bid or of any other Proposer/Bidder, or to fix any overhead, profit, or cost element of the Proposal/Bid price or the ProposaUBid price of any other Proposer/Bidder, or to secure through any collusion, conspiracy, connivance or unlawful agreement any advantage against the City of Okeechobee or any person interested in the proposed Contract. Proposer Initials Scrutinized Company Certification 1. Proposer certifies that it and its subcontractors are not on the Scrutinized Companies that Boycott Israel List. Pursuant to Section 287.135, F.S., the City may immediately terminate the Agreement that may result from this RFP at its sole option if the Proposer or its subcontractors are found to have submitted a false certification; or if the Proposer, or its subcontractors are placed on the Scrutinized Companies that Boycott Israel List or is engaged in the boycott of Israel during the term of the Agreement. 2. If the Agreement that may result from this RFP is for more than one million dollars, the Proposer certifies that it and its subcontractors are also not on the Scrutinized Companies with Activities in Sudan, Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria as identified in Section 287.135, F.S. pursuant to Section 287.135, F.S., the City may immediately terminate the Agreement that may result from this RFP at its sole option if the Proposer, its affiliates, or its subcontractors are found to have submitted a false certification; or if the Proposer, its affiliates, or its subcontractors are placed on the Scrutinized Companies with Activities in Sudan List, or Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaged with business operations in Cuba or Syria during the term of the Agreement. 3. The Proposer agrees to observe the above requirements for applicable subcontracts entered into for the performance of work under the Agreement that may result from this RFP. As provided in Subsection 287.135(8), F.S., if federal law ceases to authorize the above -stated contracting prohibitions then they shall become inoperative. �W ` Proposer Initials Page 152 41 Acknowleftment. Warrantv, and Acceptance 1. Contractor warrants that it is willing and able to comply with all applicable state of Florida laws, rules and regulations. 2. Contractor warrants that it has read, understands, and is willing to comply with all requirements of R)FP No. ADM 01-32-11-21 and any addendum/addenda related thereto_ 3. Contractor warrants that it will not delegate or subcontract its responsibilities under an agreement without the prior written permission of the City Council or City Administrator, as applicable. 4. Contractor warrants that all information provided by it in connection with this Proposal is true and accurate. Proposer Initials Sworn Signature of Pro osinp Entitv Representative and Notarization for all above Affidavits follows on the next page. Page 153 42 In the presence of. - STATE OF FLORIDA COUNTY OF I . ,;::, Signed, sealed and delivered: J�J� S P-b ACKNOWLEDGMENT The foregoing instrument was acknowledged before me by means of physical presence or online notarization, this L!f'4-day of fkcrrol-a-y , 20ZI , by C-t La , who is personally known to me or produced _ ��L_ as identification. JN r� is Signature Commission No. C-jG 2-�,n Katarina Goresh *PY A40 State of Florida :FOFP My Commission Expires 06/19/2022 Commission No. GG 230650 Page154 43