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.
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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