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CAS, RFQ Misc CorrespondencePatty Burnette From: Andrea Cole <ACole@craigasmith.com> Sent: Monday, July 18, 2022 12:29 PM To: Patty Burnette Cc: Keli Trimnal; Mayda Alfieri; Elizabeth Maxfield Subject: RE: Engineering Services Additional Documents Attachments: Cert of Ins - City of Okeechobee.pdf Hi Patty, Please see attached COI for Professional Liability as requested. Please confirm this is satisfactory and let me know if you need anything else. Thanks, Have a lovely day. Andrea Borden Cole Office Manager/Administration CRAIG A. SMITH & ASSOCIATES 21045 Commercial Trail, Boca Raton, Florida 33486 (561) 314-4445 Ext. 207 / acole@craiaasmith.com / www.craigasmith.com From: Patty Burnette<pburnette@cityofokeechobee.com> Sent: Friday, July 15, 2022 10:58 AM To: Andrea Cole <ACole@craigasmith.com> Cc: Keli Trimnal <ktrimnal@cityofokeechobee.com> Subject: RE: Engineering Services Additional Documents No problem, thank you! Path M. Burnette generaCServices Coordinator City of Okeechobee 55 SE 3rd Avenue Okeechobee, FL 34974 Phone: (863) 763-3372 ext. 9820 Direct. (863) 763-9820 Tax: (863) 763-1686 e-mai[ pbu,metre@citti�ofokeecho6ee.coni website: www.ckeecho6eexom Under Florida law, email addresses are public records. If you do not want your email address released in response to a public records request, do not send electronic mail to this entity. Instead, contact this office by phone or in writing, Florida Statute 668.6076. CITY OF OKEECHOBEE ELECTRONIC DEVICE DISCLAIMER: Florida has a very broad public records law. Most written communications to or from local officials regarding city business are public records available to the public and media upon request. Your correspondence via e-mail, text message, voice mail, etc., may therefore be subject to public disclosure. From: Andrea Cole <ACole@craigasmith.com> Sent: Friday, July 15, 2022 10:58 AM To: Patty Burnette<pburnette@citvofokeechobee.com> Cc: Keli Trimnal<I<trimnal@citvofol<eechobee.com> Subject: RE: Engineering Services Additional Documents So sorry this has not yet been sent to you. I am following up with accounting today and will get back to you Monday. Have a lovely day. Andrea Borden Cole Office Manager/Administration CRAIG A. SMITH & ASSOCIATES 21045 Commercial Trail, Boca Raton, Florida 33486 (561) 314-4445 Ext. 207 / acole@craigasmith.com / www.craigasmith.com From: Patty Burnette<Pburnette@citvofokeechobee.com> Sent: Friday, July 15, 2022 10:49 AM To: Andrea Cole <ACole@craigasmith.com> Cc: Keli Trimnal <ktrimnal@citvofokeechobee.com> Subject: RE: Engineering Services Additional Documents Importance: High Good Morning Andrea. Just following up on this needed Insurance Certificate. Thank you Path M. Burnette Cj. eneraCServices Coordinator City o. f Okeec6o6ee 55 SE 3"" Avenue Okeec6o6ee, EL 34974 Phone: (863) 763-3372 ext. 9820 Direct. (863) 763-9820 Tax: (863) 763-1686 e-mai6 �26urnette@cituofokeec6o6ee.com we6site: www.citUofokeec6o6eexom Under Florida law, email addresses are public records. If you do not want your email address released in response to a public records request, do not send electronic mail to this entity. Instead, contact this office by phone or in writing, Florida Statute 668.6076. 3 1/,6 *kAymp h K0 mom Patty Burnette bac�c,+o From: Andrea Cole <ACole@craigasmith.com> (? _'� Opp q-to Sent: Wednesday, June 22, 2022 9:21 AM �� To: Patty Burnette �ab�n l?►?� Cc: Keli Trimnal Subject: RE: Engineering Services Additional Documents Hi. Apologies for the delay. I have requested our accounting department obtain this from our insurance carrier. I will forward as soon as they give it to me. Have a lovely day. Andrea Borden Cole Office Manager/Resource Manager CRAIG A. SMITH & ASSOCIATES 21045 Commercial Trail, Boca Raton, Florida 33486 (561) 314-4445 Ext. 207 / acole@craigasmith.com / www.craig_asmith.com From: Patty Burnette <pburnette@cityofokeechobee.com> Sent: Wednesday, June 22, 2022 9:02 AM To: Andrea Cole <ACole@craigasmith.com> Cc: Keli Trimnal <ktrimnal@cityofokeechobee.com> Subject: FW: Engineering Services Additional Documents Importance: High Good Morning Ms. Andrea. You have been working with Robin on the required documents needed regarding RFC! NO. ADM 01-32- 07-21, Professional Engineering Services. We are still pending a copy of Insurance Certificate with Professional Liability Insurance per the terms listed under Tab K of the RFQ: Insurance Requirements E (attached above.) Would you please check to see the status on this and let me know? Thank you so much. Path M. Burnette Cj. eneraCServices Coordinator City of Okeechobee 55 SE 3Yd Avenue Okeechobee, E.- 34974 Phone: (863) 763-3372 ext. 9820 Direct: (863) 763-9820 'Fax: (863) 763-1686 e-maik p6ui-nette@cityofokeec6o6ee.coin We6site: WwW.citUo{okeecho6ee.com Under Florida law, email addresses are public records. If you do not want your email address released in response to a public records request, do not send electronic mail to this entity. Instead, contact this office by phone or in writing, Florida Statute 668.6076. CITY OF OKEECHOBEE ELECTRONIC DEVICE DISCLAIMER: Florida has a very broad public records law. Most written communications to or from local officials regarding city business are public records available to the public and media upon request. Your correspondence via e-mail, text message, voice mail, etc., may therefore be subject to public disclosure. From: Robin Brock <rbrocl<@citvofokeechobee.com> Sent: Monday, April 11, 2022 12:15 PM To: Andrea Cole <ACole(a@craigasmith.com> Cc: Patty Burnette<pburnette@cityofokeechobee. com> Subject: Engineering Services Additional Documents Hi Andrea, To complete our files for recording -keeping, we are in need of the following additional documents regarding RFQ NO. ADM 01-32-07-21, Professional Engineering Services: • W-9 • Copy of City or County Business Tax Receipt (the one we have is expired) • Copy of Insurance Certificate with Professional Liability Insurance per the terms listed under Tab K of the RFQ: Insurance Requirements E (attached) • Copy of Insurance certificate with automobile coverage per the terms listed under Tab K: Insurance Requirements D (attached) If you have questions, please let us know. Thank you. Robin Brock Executive Assistant 'Ly 0(' Okeechobee FLORIDA-,, i 1 1911 55 SE 31 Avenue Okeechobee, FL 34974 Phone: (863) 763-3372, ext. 9812 Direct: (863) 763-9812 Email: rbrock@citvofokeechobee.com Website: www.citvofokeechobee.com NOTICE: Under Florida law, email addresses are public records. If you do not want your email address released in response to a public records request, do not send electronic mail to this entity. Instead, contact this office by phone or in writing, Florida Statute 668.6076. CITY OF OKEECHOBEE ELECTRONIC DEVICE DISCLAIMER: Florida has a very broad public records law. Most written communications to or from local officials regarding city business are public records available to the public and media upon request. Your correspondence via e-mail, text message, voice mail, etc., may therefore be subject to public disclosure. Patty Burnette From: Andrea Cole <ACole@craigasmith.com> Sent: Monday, April 11, 2022 12:27 PM To: Robin Brock Cc: Patty Burnette; Accounting Subject: RE: Engineering Services Additional Documents Attachments: W9_090321.pdf, Business_License_OkeechobeeCounty.pdf Hi Robin, Attached is the W9 and the Business Tax Receipt. The insurance certs will come from accounting; who are copied here. Regards, Andrea Borden Cole Administrative Assistant CRAIG A. SMITH & ASSOCIATES 21045 Commercial Trail, Boca Raton, Florida 33486 (561) 314-4445 Ext. 207 / acole@craiclasmith.com / www.craigasmith.com From: Robin Brock <rbrock@cityofokeechobee.com> Sent: Monday, April 11, 2022 12:15 PM To: Andrea Cole <ACole@craigasmith.com> Cc: Patty Burnette <pburnette@cityofokeechobee.com> Subject: Engineering Services Additional Documents Hi Andrea, To complete our files for recording -keeping, we are in need of the following additional documents regarding RFQ NO. ADM 01-32-07-21, Professional Engineering Services: W-9 Copy of City or County Business Tax Receipt (the one we have is expired) Copy of Insurance Certificate with Professional Liability Insurance per the terms listed under Tab K of the RFQ: Insurance Requirements E (attached) Patty Burnette From: Robin Brock Sent: Monday, April 11, 2022 12:15 PM To: Andrea Cole Cc: Patty Burnette Subject: Engineering Services Additional Documents Attachments: Insurance Requirements.pdf Hi Andrea, To complete our files for recording -keeping, we are in need of the following additlional documents regarding RFQ NO. ADM 01-32-07-21, Professional Engineering Services: • W-9 • Copy of City or County Business Tax Receipt (the one we have is expired) • Copy of Insurance Certificate with Professional Liability Insurance per the terms listed under Tab K of the RFQ: Insurance Requirements E (attached) • Copy of Insurance certificate with automobile coverage per the terms listed under Tab K: Insurance Requirements D (attached) If you have questions, please let us know. Thank you. Robin Brock Executive Assistant t 1 4 Okekhobee FLORI'DA•15 55 SE 31 Avenue Okeechobee, FL 34974 Phone: (863) 763-3372, ext. 9812 Direct: (863) 763-9812 Email: rbrock@cityofokeechobee.com Website: www.citvofokeechobee.com NOTICE: Under Florida law, email addresses are public records. If you do not want your email address released in response to a public records request, do not send electronic mail to this entity. Instead, contact this office by phone or in writing, Florida Statute 668.6076. CITY OF OKEECHOBEE ELECTRONIC DEVICE DISCLAIMER: Florida has a very broad public records law. Most written communications to or from local officials regarding city business are public records available to the public and media upon request. Your correspondence via e-mail, text message, voice mail, etc., may therefore be subject to public disclosure. Patty Burnette From: Patty Burnette Sent: Monday, April 4, 2022 12:52 PM To: Robin Brock Cc: Keli Trimnal Subject: Engineering Services Attachments: Insurance Requirements.pdf Ms. Robin, Below is a list of additional documents that are needed for each of the firms from this RFQ that we discussed last week. Please let me know if you have any questions. I attached a copy of the Insurance Requirements so you could see the information I was referring to. Once received, I will give everything to the Clerk's Office for record keeping. CAS 6-4 Copy of email you sent with their copy of agreement for the file `I'-11 W-9 q-, I Copy of their County Business Tax Receipt • They need to provide a copy of their insurance certificate with Professional Liability Insurance per V% the terms listed under Tab K: Insurance Requirements E. �q V: They need to provide copy of their insurance certificate with automobile coverage per the terms listed under Tab K: Insurance Requirements D. Culpepper 1_13d v o Copy of email you sent with their copy of agreement for file 9-16 ✓ • W-9 14-16 ✓• Copy of their County Business Tax Receipt Kimley Horn 1.4 vo Copy of email you sent with their copy of agreement for file N118 ✓• W-9 4-16 vio Copy of their County Business Tax Receipt ��lg �• Insurance Certificate they provided expired on 4/1/22 for Commercial General Liability, Auto, Professional Liability and Workers Compensation. In addition, the property damage amount needs to be increased per the terms listed under Tab K: Insurance Requirements B. South Florida ,1�, V • Copy of email you sent with their copy of agreement for file �,j-z> ✓ • Copy of their County Business Tax Receipt Thank you Path M. Burnette Cj. eneraCServices Coordinator Tab E: Organizational Chart Provide an organization chart of the project team, include the person's title, years of experience and role within the team. The name(s) of the key personnel assigned to the City should be included on the Chart and a brief resume included in Tab I and Tab J. Tab F: Familiarity: Provide a description of the individual or firm's familiarity with local conditions, community goals, etc., or provide a plan that outlines an explanation of the individual or firm's approach to become familiar quickly with local conditions, community goals, etc. Tab G: Location Map of Prime Professional Office(s) Provide a map showing the location(s) of the professional offices(s) that will serve the City. If multiple offices are listed provide the type of resources each office will be provided. This information should be noted on the map. Indicate the travel distance from each office. Tab H: Location Map of Sub -consultant Office(s) Provide a map showing the location of the sub-consultant(s) offices(s) that will serve the City through the Prime Professional. If multiple offices are listed provide the type of resources each office will be provided. This information should be noted on the map. Indicate the travel distance from each office. Tab I: Resume of Key Personnel from the Prime Professional Provide a two -page resume of each key personnel to serve the City. Minimize the resume to a maximum of the three top employees that are anticipated to work directly with the City Administration and/or City staff. Tab J: Resume of Key Personnel from the Sub -consultants Provide a two -page resume of each key personnel to serve the City. Minimize the resume to a maximum of the one top employee from each Sub -consultant that is anticipated to work directly through the Prime Professional. If more than one resume is presented for each Sub -consultant, explain that person(s) role within the team. Tab K: Insurance Requirements The consultant shall procure and maintain during the term of the Agmement, insurance of the types and in the minimum amounts stated below Coverage's Schedule Minimums A. Workers' Compensation Florida Statutory Coverage and Employer's $100,000.00- each accident Liability (including appropriate Federal Acts) $100,000.00- each employee $500,000.00- policy limit for disease B. Comprehensive General Liability $1,000,000.00- bodily injury each occurrence $1,000.000- bodily injury aggregate $1,000,000.00- property damage each occurrence $1,000,000.00- property damage aggregate City of Okeechobee RFQ NO. ADM 01-3 2-07-21 City Administration 7 C. Products- Completed Operations $1,000,000.00- aggregate D. Business Auto Liability Same as Comprehensive General Liability (All autos- owned, hired or used) $250,000.00 each occurrence E. Professional Liability $2,000,000.00 per occurrence F. Excess or Umbrella Liability Optional Insurance shall be written by an insurer holding a current certificate of authority pursuant to Chapter 624, Florida Statutes. Prior to commencing any work on the continuing agreement, certificates of insurance, approved by the City, evidencing the maintenance of said insurance shall be furnished to the City. The certificates shall provide that no material alteration or cancellation, including expiration and non. -renewal, shall be effective until fifteen (15) days after receipt of written notice by the City. All coverage shall name the City of Okeechobee as "additional insured." Receipt of certificates or other documents of insurance or policies or copies of policies by the City, or by any of its representatives, which indicate less coverage than required will not constitute a waiver of the successful proposer(s)' obligation to fulfill the insurance requirements herein at the respondent's cost. Tab L: Prohibition Against Contingent Fees/Non-Collusion/Conflict of Interest Disclosure Statements In accordance with Florida Statute 287.055(6)(a), the following statement must be included in each submittal: "The respondent warrants that he or she has not employed or retained any company or person, other than a bona fide employee working solely for the respondent to solicit or secure this agreement and that he or she has not paid or agreed to pay any person, company, corporation, individual, or firm, other than a bona fide employee working solely for the respondent any fee, commission, percentage, gift, or other consideration contingent upon or resulting from award or making of this agreement." Include the following Statement of Non -Collusion: "The respondent certifies, and in the case of a joint submittal, each party thereto certifies as to its own organization, that in connection with this solicitation the information provided has been arrived at independently, without consultation, communication, or agreement with any other respondent or with any competitor for the purpose of restricting competition, or in any other way influencing the competitive arena." Include a disclosure statement advising the City of any potential conflict of interest, real or apparent, that the respondent, employee, officer, or agent of the individual or firm may have due to ownership, other clients, agreements or interests associated with this project. Signature on the transmittal letter shall certify the veracity of these statements. City of Okeechobee RFQ NO. ADM 01-32-07-21 City Administration 8