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02/28/2022Monday, February 28, 2022 9:00 AM City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 Main Library - Council Chambers Council Work Session Work Session Agenda February 28, 2022Council Work Session Work Session Agenda 1. Call to Order 2. City Manager Receive an update on the Strategic Planning Process. (WSO)2.1 3. Public Communications Accept the results of the 2021 National Community Survey. (WSO)3.1 4. Office of Management and Budget Approve changes to the Penny for Pinellas IV project list, as approved for fiscal years 2021/22 - 2029/30. 4.1 5. Parks and Recreation Approve a Professional Services Agreement to The Superlative Group, Inc., of Cleveland, OH for asset valuation, naming rights and sponsorship sales services for the Imagine Clearwater Project in a not to exceed amount of $69,000, which includes a 15% contingency, pursuant to Request for Proposal (RFP) 50-21, and authorize the appropriate officials to execute same. (consent) 5.1 6. Police Department Approve Amendment No. 1 to Letter of Agreement and Contract with University of North Florida Training and Services Institute, Inc., d/b/a Institute of Police Technology and Management (IPTM) High Visibility Enforcement (HVE) for a Pedestrian and Bicycle Safety Grant Award to accept an additional grant award of $25,000 for police overtime and authorize the appropriate officials to execute same. (consent) 6.1 7. Engineering Approve the request from the owner of property addressed 2427 Timbercrest Cir E, Clearwater to vacate a portion of the 10-foot wide Platted Drainage and Utility Easement and a portion of the 5-foot wide Platted Utility Easement, located on Lot 156, Woodgate of Countryside - Unit One, according to the map or plat thereof in Plat Book 70, Page(s) 13-14, Public Records of Pinellas County, Florida, and pass Ordinance 9552-22 on first reading. 7.1 8. Public Utilities Page 2 City of Clearwater Printed on 2/24/2022 February 28, 2022Council Work Session Work Session Agenda Authorize a purchase order to Odyssey Manufacturing Co. of Tampa, FL for the continuous supply of Sodium Hydroxide and Sodium Bisulfite Aqueous Solution, in a cumulative annual amount not-to-exceed $400,000.00, for the period of March 21, 2022 through March 20, 2023, with the option of two, one-year renewals, pursuant to Invitation to Bid (ITB) 07-22, Sodium Hydroxide and Sodium Bisulfite Aqueous Solution, and authorize the appropriate officials to execute same. (consent) 8.1 9. Official Records and Legislative Services Reappoint Gregory Byrd, citizen representative, and Brianne Roberts, Clearwater Arts Alliance, Inc. representative, to the Public Art and Design Board with terms to expire March 31, 2026. (consent) 9.1 10. Legal Adopt Ordinance 9519-22 on second reading, amending the Zoning Atlas of the city by zoning certain real property whose post office address is 806 Turner Street, Clearwater, Florida 33756, from Office (O) to Medium Density Residential (MDR). 10.1 Adopt Ordinance 9530-22 on second reading, vacating a portion of the 5 foot wide platted drainage and utility easement located on Lot 76, Westchester of Countryside, according to the map or plat thereof as recorded in Plat Book 70, Page 44 of the Public Records of Pinellas County, Florida. 10.2 Adopt Ordinance 9553-22 on second reading, amending Section 2.036 of the Code of Ordinances relating to city administration. 10.3 11. City Manager Verbal Reports 12. City Attorney Verbal Reports 13. Council Discussion Item 14. New Business (items not on the agenda may be brought up asking they be scheduled for subsequent meetings or work sessions in accordance with Rule 1, Paragraph 2). 15. Closing Comments by Mayor 16. Adjourn 17. Presentation(s) for Council Meeting Page 3 City of Clearwater Printed on 2/24/2022 February 28, 2022Council Work Session Work Session Agenda Youth Arts Month - Clearwater Arts Alliance17.1 Page 4 City of Clearwater Printed on 2/24/2022 Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#22-0157 Agenda Date: 2/28/2022 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: City Manager's Office Agenda Number: 2.1 SUBJECT/RECOMMENDATION: Receive an update on the Strategic Planning Process. (WSO) SUMMARY: On February 18, 2021, Council selected the Florida Institute of Government (FIOG) at USF to perform a Strategic Planning Process. “Phase I: Data Collection” has been completed. FIOG staff will present an update that includes their findings as well as recommended and potential next steps. Page 1 City of Clearwater Printed on 2/24/2022 |1CITY OF CLEARWATER Strategic Planning ProcessCouncil UpdateFebruary 28, 2022 |2CITY OF CLEARWATER Phase I –Data Collection 1.1 Kick Off and Work Plan Refinement 1.2 Communications Outreach 1.3 Individual/Group Stakeholder Interviews 1.4 City Council: Kick-Off, Setting Expectations, Teambuilding 1.5 National Citizen Survey 1.6 Community Focus Group Forum I 1.7 Employee Survey 1.8 Employee Focus Group Forum (TBD) 1.9 Report to Council |3CITY OF CLEARWATER Stakeholder Interviews: Key Take-Aways Top Weaknesses 1.Presence and perception of the Church of Scientology 2.Lack of commercial development 3.Aging housing stock4.Densely populated --affordable housing needs 5.Traffic congestion, transportation, and roads 6.Jobs and workforce development 7.Lack of consensus on future of clearwater Top Strengths 1.Beaches--access to water 2.Natural environment --location 3.Arts & culture 4.Visionary leadership 5.Diversity of the community 6.Community engagement --people very active |4CITY OF CLEARWATER Stakeholder Interviews: Key Take-Aways Top Threats 1.Economic Recession 2.County Seat moving from downtown Clearwater 3.Natural Disaster --hurricane, red tide, etc. 4.Climate Change--sea level rise 5.New Leadership --City Manager and Council Members--different agendas--divided leadership 6.Not addressing the stigma and perception of the Church of Scientology 7.Unplanned growth Top Opportunities 1.New City Manager --leadership willing to drive change 2.Downtown Development --IMAGINE Clearwater 3.Capitalizing on the waterfront 4.attract new businesses to clearwater--diversify economic base 5.Transportation System --broaden options6.Educational and Job Opportunities 7.Unified inclusiveness of ALL neighborhoods |5CITY OF CLEARWATER Residents identify the City’s natural environment and green spaces as among its most valuable assets.For example, 69% of residents rate the overall quality of the natural environment in Clearwater as either “excellent” or “good”, while more than three quarters say the same about the City’s parks and recreation opportunities (79%) and the availability of paths and walking trails (78%). Despite these positive attitudes, a small majority of respondents (53%) rated the “sense of civic/community pride” in Clearwater is either “fair” or “poor”.Collectively, this suggests that while Clearwater is an attractive and appealing place to live, work, and play, the City’s strengths and attributes have not yet been internalized and translated by residents into a shared sense of community and identity. Moving forward, this represents an opportunity for City leaders to foster and communicate a more robust sense of “identity” and “belonging” in the community. Transportation and Economic Development have been identified by residents as areas of opportunity as the City develops its strategic plan. A small majority (53%) rated the City’s transportation system as either “fair” or “poor”, while similar majorities said the same about the ease of public parking (61%) and the ease of travel by public transportation (65%). Similar majorities noted room for improvement in future development efforts, including well-planned economic growth (60%) and well-planned commercial growth (63%).The availability of affordable housing was noted as a specific area of opportunity by more than three-quarters of respondents (78%). Respondents also emphasized “economic health” and infrastructure as important priorities moving forward.Roughly 90% of respondents said that it’s either “essential” or “very important” for Clearwater to focus on economic health (92%), infrastructure (90%), and overall safety (91%) in the coming two years. National Citizen Survey: Key Take-Aways |6CITY OF CLEARWATER Top 3 Strengths • Beaches – 80% • Access to surrounding Tampa Bay communities – 70% • Increasing diversity of the population – 50% Top 3 Weaknesses • Traffic congestion – 56% • Lack of affordable housing – 56% • Perceptions of the Church of Scientology – 44% Top 3 Opportunities • IMAGINE Clearwater/Downtown and waterfront development – 58% • New city manager/leadership – 50% (tie) • Improving education and job opportunities – 50% (tie) • Unifying residents across all neighborhoods – 50% (tie) • Developing a shared community identity for Clearwater – 50% (tie) Top 3 Threats • Economic/tourism downturn – 50% (tie) • Red tide, toxic algae blooms – 50% (tie) • Climate change – 43% (tie) • Stigma associated with the Church of Scientology – 43% (tie) • Unplanned growth – 43% (tie) What Top 3 things do you value about the City of Clearwater? • Natural environment, trees, parks, trails - 75% / The beaches – 58% / Our natural beauty--not only the beaches but the park spaces as well – 42% • Lifestyle 33% • New murals, painting trash cans, public art – 25% • Promise of a shared vision / Community forums – 25% What are the Top 3 treasures of the City of Clearwater? • The parks and waterways (natural ecosystem) – 92% • Beautiful sunsets and sunrises – 50% • Sense of safety – 50% What Top 3 things would you like to not change as the city moves towards the future? • High-quality city services – 73% • Maintain green space as part of master plan; Keeping our amenities (nature, parks, etc.), Imagine Clearwa – 55% • Clearwater Police Dept doing a good job regarding safety and community policing and community engagement – 45% (tie) • Commitment to economic mobility for diverse residents – 45% (tie) Community Forum I Session A: Key Take-Aways |7CITY OF CLEARWATER Top 3 Visions for Clearwater for the next 5-Years • A place where local residents, families, and businesses can thrive – 88% • A community committed to environmental stewardship – 63% • Strong & Diverse Neighborhoods for the betterment of our Community – 50% Community Forum I Session B: Key Take-Aways Top 3 Core Values/Guiding Principles to effectively engage in our Strategic Planning Process • Innovation of Economic, environmental, & social improvement: A cornerstone of how we approach the next five years to include a city that prospers - where individuals and businesses are encouraged to expand and grow – 63% (tie) • Transparency & Integrity: openness & resiliency – 63% (tie) • Unity: Inclusiveness of all people who are citizens of Clearwater. Consensus building. – 63% (tie) |8CITY OF CLEARWATER Employee Survey: Key Take-Aways Overall, employees have a positive view of the city as a place to work, and most plan to stay beyond the next two years.A large majority of employees (84%) agree that “the City of Clearwater is a good place to work”. 89% say that they like their jobs with the city and 81% plan to still be working for the city in two years’ time. City employees find meaning in their jobs and are aligned with the city’s public service mission. The survey showed high levels of public service motivation among city employees, with 85% agreeing that they find meaning in their jobs. Additionally, a large majority (92%) agree that their individual jobs are important to the mission of the city, and 78% agree that their “values match with the values of the city”. A majority of city employees have positive perceptions of their direct supervisors. MA majority of respondents agreed that their immediate supervisor was well-trained for the position (77%), while a significant majority say that their supervisors listen to their ideas (84%) and praise employees for a job well done (79%). The responses suggest high levels of employee engagement in decision-making, with 77% saying that their immediate supervisors welcome employee involvement in decision-making. |9CITY OF CLEARWATER Key Emerging Strategic Themes Transportation Economic Vitality (Health & Development) Infrastructure Quality of Life Environmental & Natural Resources Connected Community (Diversity & Inclusion/Communications) Operational Excellence |10CITY OF CLEARWATER Things to Consider Strategic Determine how Clearwater 2045 aligns with and/or complements the strategic plan Newly Elected Official Orientation—develop a process for on-boarding new members to the data collected and work- to-date Consider developing a brand identity for the plan to encourage buy-in from all key stakeholders (i.e. Envision Clearwater) Operational Determine agreed upon next steps project timeline with Council and City Manager Work with Human Resources to gather data from employee culture assessment to determine if the employee focus group should be conducted Evaluate and identify needs for a successful implementation action plan to include people, resources and tools necessary |11CITY OF CLEARWATER Recommended Next Steps for Plan Completion Strategic Hold Leadership Forum for Mayor and Council to review, refine and prioritize the goal statements and objectives Develop dashboard/scorecard tool for reporting and accountability Establish an Implementation Action Plan Present Final Report to the Community Operational Review and refine mission and vision statement Agree upon key emerging strategic themes Begin process for developing goals and objectives Hold City Manager & Senior Leadership Team workshop to identify goal statements and objectives for each of the key emerging strategic themes |12CITY OF CLEARWATER Thank You! Angela Crist The John Scott Dailey Florida Institute of Government acrist@usf.edu 813.857.8801 Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#22-0207 Agenda Date: 2/28/2022 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: Public Communications Agenda Number: 3.1 SUBJECT/RECOMMENDATION: Accept the results of the 2021 National Community Survey. (WSO) SUMMARY: Between the months of June and September 2021, the National Community Survey was conducted and a representative sample of 531 city residents responded. The survey results are compared to results from previous survey years and to national benchmark data. APPROPRIATION CODE AND AMOUNT: USE OF RESERVE FUNDS: Page 1 City of Clearwater Printed on 2/24/2022 Clearwater, FL The National Community Survey Report of Results 2021 Report by: Visit us online! www.polco.us About The NCS™ The National Community Survey™ (The NCS™) report is about the “livability” of Clearwater. A livable community is a place that is not simply habitable, but that is desirable. It is not only where people do live, but where they want to live. The survey was developed by the experts from National Research Center at Polco. Great communities are partnerships of the government, private sector, community-based organizations and residents, all geographically connected. The NCS captures residents’ opinions considering ten central facets of a community: • Economy • Mobility • Community Design • Utilities • Safety • Natural Environment • Parks and Recreation • Health and Wellness • Education, Arts, and Culture • Inclusivity and Engagement The report provides the opinions of a representative sample of 531 residents of the City of Clearwater collected from July 28, 2021 to September 15, 2021. The margin of error around any reported percentage is 4% for all respondents and the response rate for the 2021 survey was 12%. Survey results were weighted so that the demographic profile of respondents was representative of the demographic profile of adults in Clearwater. How the results are reported For the most part, the percentages presented in the following tabs represent the “percent positive.” Most commonly, the percent positive is the combination of the top two most positive response options (i.e., excellent/good, very safe/somewhat safe, etc.). On many of the questions in the survey respondents may answer “don’t know.” The proportion of respondents giving this reply is shown in the full set of responses included in the tab “Complete data.” However, these responses have been removed from the analyses presented in most of the tabs. In other words, the tables and graphs display the responses from respondents who had an opinion about a specific item. Comparisons to benchmarks NRC’s database of comparative resident opinion is comprised of resident perspectives gathered in surveys from over 600 communities whose residents evaluated the same kinds of topics on The National Community Survey. The comparison evaluations are from the most recent survey completed in each community in the last five years. NRC adds the latest results quickly upon survey completion, keeping the benchmark data fresh and relevant. The communities in the database represent a wide geographic and population range. In each tab, Clearwater's results are noted as being “higher” than the benchmark, “lower” than the benchmark, or “similar” to the benchmark, meaning that the average rating given by Clearwater residents is statistically similar to or different (greater or lesser) than the benchmark. Being rated as “higher” or “lower” than the benchmark means that Clearwater's average rating for a particular item was more than 10 points different than the benchmark. If a rating was “much higher” or “much lower,” then Clearwater's average rating was more than 20 points different when compared to the benchmark. The survey was administered during the COVID-19 pandemic, a time of challenge for many local governments. While we provide comparisons to national benchmarks, it is important to note that much of the benchmark data was collected prior to the pandemic. This may impact how your City's 2021 ratings compare to other communities’ ratings from the past five years. Trends over time Trend data for Clearwater represent important comparison data and should be examined for improvements or declines*. Deviations from stable trends over time represent opportunities for understanding how local policies, programs, or public information may have affected residents' opinions. Changes between survey years have been noted with an arrow and the percent difference. If the difference is greater than six percentage points between the 2019 and 2021 surveys, the change is statistically significant. * In 2020, The NCS survey was updated to include new and refreshed items. Consequently, some of the trends may be impacted due to wording modifications that could have potentially altered the meaning of the item for the respondent. 1 About The NCS™The National Community Survey™ (The NCS™) report is about the“livability” of Clearwater. A livable community is a place that is not simplyhabitable, but that is desirable. It is not only where people do live, butwhere they want to live. The survey was developed by the experts fromNational Research Center at Polco.Great communities are partnerships of the government, private sector,community-based organizations and residents, all geographicallyconnected. The NCS captures residents’ opinions considering ten centralfacets of a community: • Economy • Mobility • Community Design • Utilities • Safety • Natural Environment • Parks and Recreation • Health and Wellness • Education, Arts, and Culture • Inclusivity and EngagementThe report provides the opinions of a representative sample of 531residents of the City of Clearwater collected from July 28, 2021 toSeptember 15, 2021. The margin of error around any reported percentage is4% for all respondents and the response rate for the 2021 survey was 12%.Survey results were weighted so that the demographic profile ofrespondents was representative of the demographic profile of adults inClearwater.How the results are reportedFor the most part, the percentages presented in the following tabs represent the “percent positive.” Most commonly, thepercent positive is the combination of the top two most positive response options (i.e., excellent/good, very safe/somewhat safe,etc.). On many of the questions in the survey respondents may answer “don’t know.” The proportion of respondents giving thisreply is shown in the full set of responses included in the tab “Complete data.” However, these responses have been removedfrom the analyses presented in most of the tabs. In other words, the tables and graphs display the responses from respondentswho had an opinion about a specific item.Comparisons to benchmarksNRC’s database of comparative resident opinion is comprised of resident perspectives gathered in surveys from over 600communities whose residents evaluated the same kinds of topics on The National Community Survey. The comparisonevaluations are from the most recent survey completed in each community in the last five years. NRC adds the latest resultsquickly upon survey completion, keeping the benchmark data fresh and relevant. The communities in the database represent awide geographic and population range. In each tab, Clearwater's results are noted as being “higher” than the benchmark, “lower”than the benchmark, or “similar” to the benchmark, meaning that the average rating given by Clearwater residents isstatistically similar to or different (greater or lesser) than the benchmark. Being rated as “higher” or “lower” than the benchmarkmeans that Clearwater's average rating for a particular item was more than 10 points different than the benchmark. If a ratingwas “much higher” or “much lower,” then Clearwater's average rating was more than 20 points different when compared to thebenchmark.The survey was administered during the COVID-19 pandemic, a time of challenge for many local governments. While we providecomparisons to national benchmarks, it is important to note that much of the benchmark data was collected prior to the pandemic. This may impact how your City's 2021 ratings compare to other communities’ ratings from the past five years. Trends over time Trend data for Clearwater represent important comparison data and should be examined for improvements or declines*. Deviations from stable trends over time represent opportunities for understanding how local policies, programs, or public information may have affected residents' opinions. Changes between survey years have been noted with an arrow and the percent difference. If the difference is greater than six percentage points between the 2019 and 2021 surveys, the change is statistically significant. * In 2020, The NCS survey was updated to include new and refreshed items. Consequently, some of the trends may be impacted due to wording modifications that could have potentially altered the meaning of the item for the respondent. 2 Methods Selecting survey recipients All households within the City of Clearwater were eligible to participate in the survey. A list of all households within the zip codes serving Clearwater was purchased from Go-Dog Direct based on updated listings from the United States Postal Service. Since some of the zip codes that serve the City of Clearwater households may also serve addresses that lie outside of the community, the exact geographic location of each housing unit was compared to community boundaries using the most current municipal boundary file. Addresses located outside of the City of Clearwater boundaries were removed from the list of potential households to survey. Each address identified as being within city boundaries was further identified as being within one of the five areas. From that list, addresses were randomly selected as survey recipients, with multi-family housing units (defined as those with a unit number) sampled at a rate of 43 compared to single family housing units. An individual within each household was selected using the birthday method. The birthday method selects a person within the household by asking the “person whose birthday has most recently passed” to complete the questionnaire. The underlying assumption in this method is that day of birth has no relationship to the way people respond to surveys. This instruction was contained in the introduction of the survey. Conducting the survey The 5,000 randomly selected households received mailings beginning on July 28, 2021 and the survey remained open for seven weeks. For 2,500 households, the first mailing was a postcard inviting the household to participate in the survey. The next mailing contained a cover letter with instructions, the survey questionnaire, and a postage-paid return envelope. The final mailing contained a reminder letter, another survey, and a postage-paid return envelope. For the remaining 2,500 households, the first mailing was a postcard inviting the household to participate, followed one week later by a reminder postcard. All mailings included a web link to give residents the opportunity to respond to the survey online. All follow-up mailings asked those who had not completed the survey to do so and those who had already done so to refrain from completing the survey again. The survey was available in Spanish. All mailings contained paragraphs in Spanish instructing participants on how to complete the survey in their preferred language. About 10% of the 5,000 mailed invitations or surveys were returned because the household address was vacant or the postal service was unable to deliver the survey as addressed. Of the remaining 4,502 households that received the invitations to participate, 531 completed the survey, providing an overall response rate of 12%. The response rate was calculated using AAPOR’s response rate #2* for mailed surveys of unnamed persons. It is customary to describe the precision of estimates made from surveys by a “level of confidence” and accompanying “confidence interval” (or margin of error). A traditional level of confidence, and the one used here, is 95%. The 95% confidence interval can be any size and quantifies the sampling error or imprecision of the survey results because some residents’ opinions are relied on to estimate all residents’ opinions. The margin of error for the City of Clearwater survey is no greater than plus or minus six percentage points around any given percent reported for all respondents (531 completed surveys). The survey datasets were analyzed using all or some of a combination of the Statistical Package for the Social Sciences (SPSS), R, Python and Tableau. For the most part, the percentages presented in the reports represent the “percent positive.” The percent positive is the combination of the top two most positive response options (i.e., excellent/good, very safe/somewhat safe, essential/very important, etc.), or, in the case of resident behaviors/participation, the percent positive represents the proportion of respondents indicating “yes” or participating in an activity at least once a month. On many of the questions in the survey respondents may answer “don’t know.” The proportion of respondents giving this reply is shown in the full set of responses included in the tab “Complete data”. However, these responses have been removed from the analyses presented in the reports. In other words, the tables and graphs display the responses from respondents who had an opinion about a specific item. Contact The City of Clearwater funded this research. Please contact Joelle Castelli of the City of Clearwater at Joelle.Castelli@myclearwater.com if you have any questions about the survey. Survey Validity See the Polco Knowledge Base article on survey validity at https://info.polco.us/knowledge/statistical-vali * See AAPOR's Standard Definitions for more information at https://www.aapor.org/Publications-Media/AAPOR-Journals/Standard-Definitions.aspx * Pasek, J. (2010). ANES Weighting Algorithm. Retrieved from https://web.stanford.edu/group/iriss/cgi-bin/anesrake/resources/RakingDescription.pdf * Targets come from the 2010 Census and 2017 American Community Survey Unweighted Weighted Target* Age 18-34 35-54 55+ Area Clearwater Beach/Island Estates/Sand Key Countryside Downtown East Clearwater Morningside/Central Clearwater Hispanic origin No, not Spanish, Hispanic, or Latino Spanish, Hispanic, or Latino Housing tenure Own Rent Housing type Attached Detached Race & Hispanic origin Not white alone White alone, not Hispanic or Latino Sex Female Male Sex/age Female 18-34 Female 35-54 Female 55+ Male 18-34 Male 35-54 Male 55+ Analyzing the data Responses from mailed surveys were entered into an electronic dataset using a “key and verify” method, where all responses are entered twice and compared to each other. Any discrepancies were resolved in comparison to the original survey form. Range checks as well as other forms of quality control were also performed. Responses from surveys completed on Polco were downloaded and merged with the mailed survey responses. The demographics of the survey respondents were compared to those found in the 2010 Census and 2017 American Community Survey estimates for adults in the City of Clearwater. The primary objective of weighting survey data is to make the survey respondents reflective of the larger population of the community. The characteristics used for weighting were age, sex, race, Hispanic origin, housing type, housing tenure, and area. No adjustments were made for design effects. Weights were calculated using an iterative, multiplicative raking model known as the ANES Weighting Algorithm.* The results of the weighting scheme for the probability sample are presented in the following table. NRC aligns demographic labels with those used by the U.S. Census for reporting purposes, when possible. Some categories (e.g., age, race/Hispanic origin, housing type, and length of residency) are combined into smaller subgroups. 3 MethodsSelecting survey recipientsAll households within the City of Clearwater were eligible to participate in the survey. A list of all households within the zip codesserving Clearwater was purchased from Go-Dog Direct based on updated listings from the United States Postal Service. Sincesome of the zip codes that serve the City of Clearwater households may also serve addresses that lie outside of the community,the exact geographic location of each housing unit was compared to community boundaries using the most current municipalboundary file. Addresses located outside of the City of Clearwater boundaries were removed from the list of potentialhouseholds to survey. Each address identified as being within city boundaries was further identified as being within one of thefive areas. From that list, addresses were randomly selected as survey recipients, with multi-family housing units (defined asthose with a unit number) sampled at a rate of 43 compared to single family housing units.An individual within each household was selected using the birthday method. The birthday method selects a person within thehousehold by asking the “person whose birthday has most recently passed” to complete the questionnaire. The underlyingassumption in this method is that day of birth has no relationship to the way people respond to surveys. This instruction wascontained in the introduction of the survey.Conducting the surveyThe 5,000 randomly selected households received mailings beginning on July 28, 2021 and the survey remained open for sevenweeks. For 2,500 households, the first mailing was a postcard inviting the household to participate in the survey. The nextmailing contained a cover letter with instructions, the survey questionnaire, and a postage-paid return envelope. The finalmailing contained a reminder letter, another survey, and a postage-paid return envelope. For the remaining 2,500 households,the first mailing was a postcard inviting the household to participate, followed one week later by a reminder postcard. Allmailings included a web link to give residents the opportunity to respond to the survey online. All follow-up mailings asked thosewho had not completed the survey to do so and those who had already done so to refrain from completing the survey again.The survey was available in Spanish. All mailings contained paragraphs in Spanish instructing participants on how to completethe survey in their preferred language.About 10% of the 5,000 mailed invitations or surveys were returned because the household address was vacant or the postalservice was unable to deliver the survey as addressed. Of the remaining 4,502 households that received the invitations toparticipate, 531 completed the survey, providing an overall response rate of 12%. The response rate was calculated usingAAPOR’s response rate #2* for mailed surveys of unnamed persons.It is customary to describe the precision of estimates made from surveys by a “level of confidence” and accompanying“confidence interval” (or margin of error). A traditional level of confidence, and the one used here, is 95%. The 95% confidenceinterval can be any size and quantifies the sampling error or imprecision of the survey results because some residents’ opinionsare relied on to estimate all residents’ opinions. The margin of error for the City of Clearwater survey is no greater than plus orminus six percentage points around any given percent reported for all respondents (531 completed surveys). The survey datasets were analyzed using all or some of a combination of the Statistical Package for the Social Sciences (SPSS), R, Python and Tableau. For the most part, the percentages presented in the reports represent the “percent positive.” The percent positive is the combination of the top two most positive response options (i.e., excellent/good, very safe/somewhat safe, essential/very important, etc.), or, in the case of resident behaviors/participation, the percent positive represents the proportion of respondents indicating “yes” or participating in an activity at least once a month. On many of the questions in the survey respondents may answer “don’t know.” The proportion of respondents giving this reply is shown in the full set of responses included in the tab “Complete data”. However, these responses have been removed from the analyses presented in the reports. In other words, the tables and graphs display the responses from respondents who had an opinion about a specific item. Contact The City of Clearwater funded this research. Please contact Joelle Castelli of the City of Clearwater at Joelle.Castelli@myclearwater.com if you have any questions about the survey. Survey Validity See the Polco Knowledge Base article on survey validity at https://info.polco.us/knowledge/statistical-vali * See AAPOR's Standard Definitions for more information at https://www.aapor.org/Publications-Media/AAPOR-Journals/Standard-Definitions.aspx * Pasek, J. (2010). ANES Weighting Algorithm. Retrieved from https://web.stanford.edu/group/iriss/cgi-bin/anesrake/resources/RakingDescription.pdf * Targets come from the 2010 Census and 2017 American Community Survey Unweighted Weighted Target* Age 18-34 35-54 55+ Area Clearwater Beach/Island Estates/Sand Key Countryside Downtown East Clearwater Morningside/Central Clearwater Hispanic origin No, not Spanish, Hispanic, or Latino Spanish, Hispanic, or Latino Housing tenure Own Rent Housing type Attached Detached Race & Hispanic origin Not white alone White alone, not Hispanic or Latino Sex Female Male Sex/age Female 18-34 Female 35-54 Female 55+ Male 18-34 Male 35-54 Male 55+ 43% 32% 24% 45% 34% 21% 74% 21% 5% 25% 16% 37% 8% 15% 25% 16% 37% 7% 15% 19% 12% 33% 24% 12% 14% 86% 14% 86% 8% 92% 42% 58% 42% 58% 21% 79% 48% 52% 48% 52% 55% 45% 72% 28% 72% 28% 80% 20% 47% 53% 46% 54% 47% 53% 20% 16% 12% 24% 17% 13% 20% 16% 10% 25% 17% 12% 36% 8% 2% 38% 12% 3% Analyzing the data Responses from mailed surveys were entered into an electronic dataset using a “key and verify” method, where all responses are entered twice and compared to each other. Any discrepancies were resolved in comparison to the original survey form. Range checks as well as other forms of quality control were also performed. Responses from surveys completed on Polco were downloaded and merged with the mailed survey responses. The demographics of the survey respondents were compared to those found in the 2010 Census and 2017 American Community Survey estimates for adults in the City of Clearwater. The primary objective of weighting survey data is to make the survey respondents reflective of the larger population of the community. The characteristics used for weighting were age, sex, race, Hispanic origin, housing type, housing tenure, and area. No adjustments were made for design effects. Weights were calculated using an iterative, multiplicative raking model known as the ANES Weighting Algorithm.* The results of the weighting scheme for the probability sample are presented in the following table. NRC aligns demographic labels with those used by the U.S. Census for reporting purposes, when possible. Some categories (e.g., age, race/Hispanic origin, housing type, and length of residency) are combined into smaller subgroups. 4 MethodsSelecting survey recipientsAll households within the City of Clearwater were eligible to participate in the survey. A list of all households within the zip codesserving Clearwater was purchased from Go-Dog Direct based on updated listings from the United States Postal Service. Sincesome of the zip codes that serve the City of Clearwater households may also serve addresses that lie outside of the community,the exact geographic location of each housing unit was compared to community boundaries using the most current municipalboundary file. Addresses located outside of the City of Clearwater boundaries were removed from the list of potentialhouseholds to survey. Each address identified as being within city boundaries was further identified as being within one of thefive areas. From that list, addresses were randomly selected as survey recipients, with multi-family housing units (defined asthose with a unit number) sampled at a rate of 43 compared to single family housing units.An individual within each household was selected using the birthday method. The birthday method selects a person within thehousehold by asking the “person whose birthday has most recently passed” to complete the questionnaire. The underlyingassumption in this method is that day of birth has no relationship to the way people respond to surveys. This instruction wascontained in the introduction of the survey.Conducting the surveyThe 5,000 randomly selected households received mailings beginning on July 28, 2021 and the survey remained open for sevenweeks. For 2,500 households, the first mailing was a postcard inviting the household to participate in the survey. The nextmailing contained a cover letter with instructions, the survey questionnaire, and a postage-paid return envelope. The finalmailing contained a reminder letter, another survey, and a postage-paid return envelope. For the remaining 2,500 households,the first mailing was a postcard inviting the household to participate, followed one week later by a reminder postcard. Allmailings included a web link to give residents the opportunity to respond to the survey online. All follow-up mailings asked thosewho had not completed the survey to do so and those who had already done so to refrain from completing the survey again.The survey was available in Spanish. All mailings contained paragraphs in Spanish instructing participants on how to completethe survey in their preferred language.About 10% of the 5,000 mailed invitations or surveys were returned because the household address was vacant or the postalservice was unable to deliver the survey as addressed. Of the remaining 4,502 households that received the invitations toparticipate, 531 completed the survey, providing an overall response rate of 12%. The response rate was calculated usingAAPOR’s response rate #2* for mailed surveys of unnamed persons.It is customary to describe the precision of estimates made from surveys by a “level of confidence” and accompanying“confidence interval” (or margin of error). A traditional level of confidence, and the one used here, is 95%. The 95% confidenceinterval can be any size and quantifies the sampling error or imprecision of the survey results because some residents’ opinionsare relied on to estimate all residents’ opinions. The margin of error for the City of Clearwater survey is no greater than plus orminus six percentage points around any given percent reported for all respondents (531 completed surveys). The survey datasets were analyzed using all or some of a combination of the Statistical Package for the Social Sciences (SPSS), R, Python and Tableau. For the most part, the percentages presented in the reports represent the “percent positive.” The percent positive is the combination of the top two most positive response options (i.e., excellent/good, very safe/somewhat safe, essential/very important, etc.), or, in the case of resident behaviors/participation, the percent positive represents the proportion of respondents indicating “yes” or participating in an activity at least once a month. On many of the questions in the survey respondents may answer “don’t know.” The proportion of respondents giving this reply is shown in the full set of responses included in the tab “Complete data”. However, these responses have been removed from the analyses presented in the reports. In other words, the tables and graphs display the responses from respondents who had an opinion about a specific item. Contact The City of Clearwater funded this research. Please contact Joelle Castelli of the City of Clearwater at Joelle.Castelli@myclearwater.com if you have any questions about the survey. Survey Validity See the Polco Knowledge Base article on survey validity at https://info.polco.us/knowledge/statistical-vali * See AAPOR's Standard Definitions for more information at https://www.aapor.org/Publications-Media/AAPOR-Journals/Standard-Definitions.aspx * Pasek, J. (2010). ANES Weighting Algorithm. Retrieved from https://web.stanford.edu/group/iriss/cgi-bin/anesrake/resources/RakingDescription.pdf * Targets come from the 2010 Census and 2017 American Community Survey Unweighted Weighted Target*Age 18-3435-5455+Area Clearwater Beach/Island Estates/Sand KeyCountrysideDowntownEast ClearwaterMorningside/Central ClearwaterHispanic origin No, not Spanish, Hispanic, or LatinoSpanish, Hispanic, or LatinoHousing tenure OwnRentHousing type AttachedDetachedRace & Hispanicorigin Not white aloneWhite alone, not Hispanic or LatinoSexFemaleMaleSex/age Female 18-34Female 35-54Female 55+Male 18-34Male 35-54Male 55+Analyzing the dataResponses from mailed surveys were entered into an electronic dataset using a “key and verify” method, where all responses areentered twice and compared to each other. Any discrepancies were resolved in comparison to the original survey form. Rangechecks as well as other forms of quality control were also performed. Responses from surveys completed on Polco weredownloaded and merged with the mailed survey responses.The demographics of the survey respondents were compared to those found in the 2010 Census and 2017 American CommunitySurvey estimates for adults in the City of Clearwater. The primary objective of weighting survey data is to make the surveyrespondents reflective of the larger population of the community. The characteristics used for weighting were age, sex, race,Hispanic origin, housing type, housing tenure, and area. No adjustments were made for design effects. Weights were calculatedusing an iterative, multiplicative raking model known as the ANES Weighting Algorithm.* The results of the weighting scheme forthe probability sample are presented in the following table.NRC aligns demographic labels with those used by the U.S. Census for reporting purposes, when possible. Some categories (e.g.,age, race/Hispanic origin, housing type, and length of residency) are combined into smaller subgroups. 5 Highlights Community members enjoy a high quality of life in Clearwater. Residents value the high quality of life in Clearwater, with about 8 in 10 respondents positively rating the city as a place to live and the overall quality of life in the community. Similarly, over 80% of residents indicated they were either very likely or somewhat likely to recommend living in Clearwater to others and planned to remain in the city for the next five years. All of these items were on par with the national and custom benchmarks and scored similar marks to Clearwater’s 2019 survey iteration. Residents appreciate their local government and have strong preferences for the types of communication methods they use to learn about Clearwater’s news and activities. When asked questions relating to Clearwater’s government and its performance, about half of residents gave the City positive marks. Most survey items relating to governance increased from the 2019 survey scores, and all were on par with benchmark comparison communities. The overall quality of services provided by the City of Clearwater and the overall customer service by Clearwater employees performed the best among respondents, with at least 7 in 10 rating both items as excellent or good. Other items including the value of services for the taxes paid, the overall direction of the city, the job the government does at welcoming resident involvement, being honest, treating all residents fairly, and treating all residents with respect received positive ratings from at least half of residents. In a series of questions specific to Clearwater, residents were asked which sources they use to stay informed about the city and its events, issues, and services. Nearly two-thirds reported using local TV news for this purpose, and over half said the same for the City website. Local newspapers were the next most popular source at 45%. Nextdoor and city newsletters were used by about one-third of residents, and less than one-quarter reported using the City’s Facebook and My Clearwater magazine. Clearwater also asked residents about their single most preferred method for being contacted by the City, and 26% of respondents identified text alerts as being the best communication method. Email and direct mail followed close behind text alerts, with 24% and 20% preference, respectively. Mobility may be an area of opportunity for Clearwater. At least half of respondents positively rated the City’s traffic enforcement, street cleaning, street lighting, sidewalk maintenance, and bus or transit services. Similarly, a majority gave excellent or good marks to the ease of travel by car, bicycle, and walking. These ratings were all on par with custom and national benchmarks as well as Clearwater’s 2019 survey results. While the above items were rated positively by at least 50% of respondents, community members identified other areas of mobility as areas of opportunity in Clearwater. About 4 in 10 respondents gave excellent or good reviews to traffic flow on major streets, ease of public parking, street repair, traffic signal timing, and the ease of travel by public transportation. All items were similar to benchmark communities except the ease of public parking, which was below the national average but on par with other similarly sized communities. Residents feel safe in the community. Residents feel safe in the Clearwater community and gave positive reviews to public safety services. Nearly 70% of community members rated the overall feeling of safety in the city as excellent or good. The majority of residents reported feeling either very or somewhat safe in their neighborhoods during the day (92%) and in Clearwater’s downtown/commercial area during the day (83%). At least three-quarters of residents felt safe from both property crime and violent crime, and about 7 in 10 said the same for natural disasters. All items were on par with the national benchmarks. The City’s safety services were also highly assessed by Clearwater residents, with at least 8 in 10 favorably rating ambulance or emergency medical services, fire services, and emergency preparedness. Police/sheriff services, crime prevention, animal control, and fire prevention and education all received excellent or good evaluations from 7 in 10 residents, on par with communities across the nation. 6 Facets of livability Resident perceptions of quality and importance for each of the facets of community livability provide an overview of community strengths and challenges that are useful for planning, budgeting and performance evaluation. The charts below show the proportion of residents who rated the community facets positively for quality and the priority (importance) placed on each. Also displayed is whether local ratings were lower, similar, or higher than communities across the country (the national benchmark). 2015 2017 2019 2021 Overall economic health Overall quality of the transportation system Overall design or layout of residential and commercial areas Overall quality of the utility infrastructure Overall feeling of safety Overall quality of natural environment Overall quality of parks and recreation opportunities Overall health and wellness opportunities Overall opportunities for education, culture, and the arts Residents' connection and engagement with their community 64% 61% 64% Similar 64% 61% 64% Similar 48% Similar 48% Similar 50%50% 58% Similar50%50% 58% Similar 65% Similar 65% Similar 71% 74%69% Similar71% 74%69% Similar 70% 72%71% Similar70% 72%71% Similar 80% Similar 80% Similar 70%70% 75% Similar70%70% 75% Similar 60%59% 58% Similar60%59% 58% Similar 42% Similar 42% Similar Please rate each of the following characteristics as they relate to Clearwater as a whole. (% excellent or good) Overall economic health Overall quality of the transportation system Overall design or layout of residential and commercial areas Overall quality of the utility infrastructure Overall feeling of safety Overall quality of natural environment Overall quality of parks and recreation opportunities Overall health and wellness opportunities Overall opportunities for education, culture, and the arts Residents' connection and engagement with their community Please rate how important, if at all, you think it is for the Clearwater community to focus on each of the following in the coming two years. (% essential or very important) Note: Prior to 2020, "Overall quality of the transportation system" was "Overall ease of getting to the places you usually have to visit". Due to the changes in question wording, comparisons to past years are not made. * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. Balancing performance and importance Every jurisdiction must balance limited resources while meeting resident needs and striving to optimize community livability. To this end, it is helpful to know what aspects of the community are most important to residents and which they perceive as being of higher or lower quality. It is especially helpful to know when a facet of livability is considered of high importance but rated as lower quality, as this should be a top priority to address. To help guide City staff and officials with decisions on future resource allocation, resident ratings of the importance of services were compared to their ratings of the quality of these services. To identify the services perceived by residents to have relatively lower quality at the same time as relatively higher importance, all services were ranked from highest perceived quality to lowest perceived quality and from highest perceived importance to lowest perceived importance. Some services were in the top half of both lists (higher quality and higher importance); some were in the top half of one list but the bottom half of the other (higher quality and lower importance or lower quality and higher importance); and some services were in the bottom half of both lists. Services receiving quality ratings of excellent or good by 64.3% or more of respondents were considered of “higher quality” and those with ratings lower than 64.3% were considered to be of “lower quality.” Services were classified as “more important” if they were rated as essential or very important by 85% or more of respondents. Services were rated as “less important” if they received a rating of less than 85%. This classification uses the median ratings for quality and importance to divide the services in half. The quadrants in the figure below show which community facets were given higher or lower importance ratings (up-down) and which had higher or lower quality ratings (right-left). Facets of livability falling closer to a diagonal line from the lower left to the upper right are those where performance ratings are more commensurate with resident priorities. Facets scoring closest to the lower right hand corner of the matrix ( higher in importance and lower in quality) are those that may warrant further investigation to see if changes to their delivery are necessary to improve their performance. This is the key part of this chart on which to focus. Facets falling in the top left hand corner of the chart (lower in importance but higher in quality) are areas where performance may outscore resident priorities, and may be a consideration for lower resource allocation. (vs. benchmark*) 7 Facets of livabilityResident perceptions of quality and importance for each of the facets of community livability provide an overview ofcommunity strengths and challenges that are useful for planning, budgeting and performance evaluation.The charts below show the proportion of residents who rated the community facets positively for quality and thepriority (importance) placed on each. Also displayed is whether local ratings were lower, similar, or higher thancommunities across the country (the national benchmark).Overall economic healthOverall quality of the transportation systemOverall design or layout of residential and commercialareasOverall quality of the utility infrastructureOverall feeling of safetyOverall quality of natural environmentOverall quality of parks and recreation opportunitiesOverall health and wellness opportunitiesOverall opportunities for education, culture, and the artsResidents' connection and engagement with theircommunityPlease rate each of the following characteristics as they relate to Clearwater as a whole.(% excellent or good) 2015 2017 2019 2021 Overall economic health Overall quality of the transportation system Overall design or layout of residential and commercial areas Overall quality of the utility infrastructure Overall feeling of safety Overall quality of natural environment Overall quality of parks and recreation opportunities Overall health and wellness opportunities Overall opportunities for education, culture, and the arts Residents' connection and engagement with their community 91%90%92% Similar91%90%92% Similar 82% Similar 82% Similar 77% 80%80% Similar77% 80%80% Similar 90% Similar 90% Similar 93%90%91% Similar93%90%91% Similar 85%85%89% Similar85%85%89% Similar 87% Similar 87% Similar 78% 75% 83% Similar 78% 75% 83% Similar 76%76% 77% Similar76%76% 77% Similar 73% 71%69% Similar73% 71%69% Similar Please rate how important, if at all, you think it is for the Clearwater community to focus on each of the following in the coming two years. (% essential or very important) Note: Prior to 2020, "Overall quality of the transportation system" was "Overall ease of getting to the places you usually have to visit". Due to the changes in question wording, comparisons to past years are not made. * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. Balancing performance and importance Every jurisdiction must balance limited resources while meeting resident needs and striving to optimize community livability. To this end, it is helpful to know what aspects of the community are most important to residents and which they perceive as being of higher or lower quality. It is especially helpful to know when a facet of livability is considered of high importance but rated as lower quality, as this should be a top priority to address. To help guide City staff and officials with decisions on future resource allocation, resident ratings of the importance of services were compared to their ratings of the quality of these services. To identify the services perceived by residents to have relatively lower quality at the same time as relatively higher importance, all services were ranked from highest perceived quality to lowest perceived quality and from highest perceived importance to lowest perceived importance. Some services were in the top half of both lists (higher quality and higher importance); some were in the top half of one list but the bottom half of the other (higher quality and lower importance or lower quality and higher importance); and some services were in the bottom half of both lists. Services receiving quality ratings of excellent or good by 64.3% or more of respondents were considered of “higher quality” and those with ratings lower than 64.3% were considered to be of “lower quality.” Services were classified as “more important” if they were rated as essential or very important by 85% or more of respondents. Services were rated as “less important” if they received a rating of less than 85%. This classification uses the median ratings for quality and importance to divide the services in half. The quadrants in the figure below show which community facets were given higher or lower importance ratings (up-down) and which had higher or lower quality ratings (right-left). Facets of livability falling closer to a diagonal line from the lower left to the upper right are those where performance ratings are more commensurate with resident priorities. Facets scoring closest to the lower right hand corner of the matrix ( higher in importance and lower in quality) are those that may warrant further investigation to see if changes to their delivery are necessary to improve their performance. This is the key part of this chart on which to focus. Facets falling in the top left hand corner of the chart (lower in importance but higher in quality) are areas where performance may outscore resident priorities, and may be a consideration for lower resource allocation. (vs. benchmark*) 8 Facets of livabilityResident perceptions of quality and importance for each of the facets of community livability provide an overview ofcommunity strengths and challenges that are useful for planning, budgeting and performance evaluation.The charts below show the proportion of residents who rated the community facets positively for quality and thepriority (importance) placed on each. Also displayed is whether local ratings were lower, similar, or higher thancommunities across the country (the national benchmark).Overall economic healthOverall quality of the transportation systemOverall design or layout of residential and commercialareasOverall quality of the utility infrastructureOverall feeling of safetyOverall quality of natural environmentOverall quality of parks and recreation opportunitiesOverall health and wellness opportunitiesOverall opportunities for education, culture, and the artsResidents' connection and engagement with theircommunityPlease rate each of the following characteristics as they relate to Clearwater as a whole.(% excellent or good)Overall economic healthOverall quality of the transportation systemOverall design or layout of residential and commercialareasOverall quality of the utility infrastructureOverall feeling of safetyOverall quality of natural environmentOverall quality of parks and recreation opportunitiesOverall health and wellness opportunitiesOverall opportunities for education, culture, and the artsResidents' connection and engagement with theircommunityPlease rate how important, if at all, you think it is for the Clearwater community to focus on each of the following inthe coming two years.(% essential or very important)Note: Prior to 2020, "Overall quality of the transportation system" was "Overall ease of getting to the places you usually have to visit". Due to the changes inquestion wording, comparisons to past years are not made.* Comparison to the national benchmark is shown. If no comparison is available, this is left blank. Balancing performance and importance Every jurisdiction must balance limited resources while meeting resident needs and striving to optimize community livability. To this end, it is helpful to know what aspects of the community are most important to residents and which they perceive as being of higher or lower quality. It is especially helpful to know when a facet of livability is considered of high importance but rated as lower quality, as this should be a top priority to address. To help guide City staff and officials with decisions on future resource allocation, resident ratings of the importance of services were compared to their ratings of the quality of these services. To identify the services perceived by residents to have relatively lower quality at the same time as relatively higher importance, all services were ranked from highest perceived quality to lowest perceived quality and from highest perceived importance to lowest perceived importance. Some services were in the top half of both lists (higher quality and higher importance); some were in the top half of one list but the bottom half of the other (higher quality and lower importance or lower quality and higher importance); and some services were in the bottom half of both lists. Services receiving quality ratings of excellent or good by 64.3% or more of respondents were considered of “higher quality” and those with ratings lower than 64.3% were considered to be of “lower quality.” Services were classified as “more important” if they were rated as essential or very important by 85% or more of respondents. Services were rated as “less important” if they received a rating of less than 85%. This classification uses the median ratings for quality and importance to divide the services in half. The quadrants in the figure below show which community facets were given higher or lower importance ratings (up-down) and which had higher or lower quality ratings (right-left). Facets of livability falling closer to a diagonal line from the lower left to the upper right are those where performance ratings are more commensurate with resident priorities. Facets scoring closest to the lower right hand corner of the matrix ( higher in importance and lower in quality) are those that may warrant further investigation to see if changes to their delivery are necessary to improve their performance. This is the key part of this chart on which to focus. Facets falling in the top left hand corner of the chart (lower in importance but higher in quality) are areas where performance may outscore resident priorities, and may be a consideration for lower resource allocation. 30%40%50%60%70%80%90% Importance 30% 40% 50% 60% 70% 80% 90%QualityEducation, arts, and culture Economy Community design Health and wellness Inclusivity and engagement Mobility Natural environment Parks and recreation Safety UtilitiesMedian Median (vs. benchmark*) 9 Excellent 28% Good 53% Poor 1%Fair 18% The overall quality of life in Clearwater, 2021 Quality of life Measuring community livability starts with assessing the quality of life of those who live there, and ensuring that the community is attractive, accessible, and welcoming to all. 2015 2017 2019 2021 Clearwater as a place to live The overall quality of life 90%83%85% Similar vs. benchmark* 90%83%85% Similar vs. benchmark* 84%79% 82% Similar84%79% 82% Similar Please rate each of the following aspects of quality of life in Clearwater. (% excellent or good) 2015 2017 2019 2021 Recommend living in Clearwater to someone who asks Remain in Clearwater for the next five years 88%81%82% Similar 88%81%82% Similar 85%84%85% Similar85%84%85% Similar Please indicate how likely or unlikely you are to do each of the following. (% very or somewhat likely) 2015 2017 2019 2021 Overall image or reputation 69%68%67% Similar69%68%67% Similar Please rate each of the following in the Clearwater community. (% excellent or good) * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 10 Excellent 6% Good 38% Fair 36% Poor 19% Overall confidence in Clearwater government, 2021 Governance Strong local governments produce results that meet the needs of residents while making the best use of available resources, and are responsive to the present and future needs of the community as a whole. * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 2015 2017 2019 2021 The value of services for the taxes paid to Clearwater The overall direction that Clearwater is taking The job Clearwater government does at welcoming resident involvement Overall confidence in Clearwater government Generally acting in the best interest of the community Being honest Being open and transparent to the public Informing residents about issues facing the community Treating all residents fairly Treating residents with respect 53%48% 54% Similar53%48% 54% Similar 52%47% 58% Similar52%47% 58% Similar 50% 47% 53% Similar 50% 47% 53% Similar 49% 44% 45% Similar 49% 44% 45% Similar 48% 46% 49% Similar 48% 46% 49% Similar 52%46% 53% Similar52%46% 53% Similar Please rate the following categories of Clearwater government performance. (% excellent or good) 2015 2017 2019 2021 Public information services Overall customer service by Clearwater employees 70%71%67% Similar 70%71%67% Similar 73% 69% 79% Similar vs. benchmark* 73% 69% 79% Similar vs. benchmark* Please rate the quality of each of the following services in Clearwater. (% excellent or good) The City of Clearwater The Federal Government Overall, how would you rate the quality of the services provided by each of the following? (% excellent or good) 11 Overall confidence inClearwater government, 2021GovernanceStrong local governments produce results that meet the needsof residents while making the best use of available resources,and are responsive to the present and future needs of thecommunity as a whole. * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. The value of services for the taxes paid to ClearwaterThe overall direction that Clearwater is takingThe job Clearwater government does at welcoming residentinvolvementOverall confidence in Clearwater governmentGenerally acting in the best interest of the community Being honest Being open and transparent to the public Informing residents about issues facing the community Treating all residents fairly Treating residents with respect 52%46% 53% Similar52%46% 53% Similar 49% Similar 49% Similar 46% Similar 46% Similar 50% 46% 52% Similar 50% 46% 52% Similar 59% Similar 59% Similar Please rate the following categories of Clearwater government performance.(% excellent or good)Public information servicesOverall customer service by Clearwater employeesPlease rate the quality of each of the following services in Clearwater.(% excellent or good) 2015 2017 2019 2021 The City of Clearwater The Federal Government 77%70%70% Similar 77%70%70% Similar 38% 46%47% Similar38% 46%47% Similar Overall, how would you rate the quality of the services provided by each of the following? (% excellent or good) 12 Excellent 12% Good 51% Fair 32% Poor 6% Overall economic health of Clearwater, 2021 Very positive Somewhat positive Neutral Somewhat negative Very negative 9% 20% 44% 22% 5% What impact, if any, do you think the economy will have on your family income in the next 6 months? Do you think the impact will be: Economy Local governments work together with private and nonprofit businesses, and with the community at large, to foster sustainable growth, create jobs, and promote a thriving local economy. 2015 2017 2019 2021 Clearwater as a place to work Clearwater as a place to visit 69% 62% 70% Similar 69% 62% 70% Similar 90%87%91% Much higher 90%87%91% Much higher Please rate each of the following aspects of quality of life in Clearwater. (% excellent or good) 2015 2017 2019 2021 Overall quality of business and service establishments Variety of business and service establishments Vibrancy of downtown/commercial area Employment opportunities Shopping opportunities Cost of living 65% 53% 74% Similar 65% 53% 74% Similar 70% Similar 70% Similar 33% 32% 34% Lower 33% 32% 34% Lower 54% Similar 54% Similar Please rate each of the following in the Clearwater community. (% excellent or good) Economic development Please rate the quality of each of the following services in Clearwater. (% excellent or good) What impact, if any, do you think the economy will have on your family income in the next 6 months? Do you think the impact will be: What impact, if any, do you think the economy will have on your family income in the next 6 months? Do you think the impact will be: (% very or somewhat positive) 2015 2017 2019 2021 Overall economic health 64%61%64% Similar vs. benchmark* 64%61%64% Similar vs. benchmark* Please rate each of the following characteristics as they relate to Clearwater as a whole. (% excellent or good) * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 13 Overall economic health ofClearwater, 2021 Very positiveSomewhatpositiveNeutralSomewhatnegativeVery negativeWhat impact, if any, do you think the economywill have on your family income in the next 6months? Do you think the impact will be:EconomyLocal governments work together with private andnonprofit businesses, and with the community atlarge, to foster sustainable growth, create jobs,and promote a thriving local economy.Clearwater as a place to workClearwater as a place to visitPlease rate each of the following aspects of quality of life in Clearwater.(% excellent or good)Overall quality of business and service establishmentsVariety of business and service establishmentsVibrancy of downtown/commercial area Employment opportunities Shopping opportunities Cost of living 47% 44% 54% Similar 47% 44% 54% Similar 77%72%67% Similar77%72%67% Similar 43% 35% 35% Similar 43% 35% 35% Similar Please rate each of the following in the Clearwater community.(% excellent or good) 2015 2017 2019 2021 Economic development 48% 40% 56% Similar 48% 40% 56% Similar Please rate the quality of each of the following services in Clearwater. (% excellent or good) 2015 2017 2019 2021 What impact, if any, do you think the economy will have on your family income in the next 6 months? Do you think the impact will be: 33% 38%31% Similar33% 38%31% Similar What impact, if any, do you think the economy will have on your family income in the next 6 months? Do you think the impact will be: (% very or somewhat positive) Overall economic healthPlease rate each of the following characteristics as they relate to Clearwater as a whole.(% excellent or good) * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 14 Excellent 13% Good 34%Fair 32% Poor 21% Overall quality of the transportation system in Clearwater, 2021 Mobility The ease with which residents can move about their communities, whether for commuting, leisure, or recreation, plays a major role in the quality of life for all who live, work, and play in the community. Note: Prior to 2020, "Overall quality of the transportation system" was "Overall ease of getting to the places you usually have to visit". Due to the changes in question wording, comparisons to past years are not made. * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 2015 2017 2019 2021 Traffic flow on major streets Ease of public parking Ease of travel by car Ease of travel by public transportation Ease of travel by bicycle Ease of walking 34% 36% 42% Similar34% 36% 42% Similar 32%37% 40% Lower32%37% 40% Lower 45%52% 56% Similar45%52% 56% Similar 27% 35%37% Similar27% 35%37% Similar 43%45% 50% Similar43%45% 50% Similar 52%54%58% Similar52%54%58% Similar Please also rate each of the following in the Clearwater community. (% excellent or good) Used public transportation instead of driving Carpooled with other adults or children instead of driving alone Walked or biked instead of driving Please indicate whether or not you have done each of the following in the last 12 months. (% yes) Traffic enforcement Traffic signal timing Street repair Street cleaning Street lighting Sidewalk maintenance Bus or transit services Please rate the quality of each of the following services in Clearwater. (% excellent or good) 2015 2017 2019 2021 Overall quality of the transportation system 48% Similar vs. benchmark* 48% Similar vs. benchmark* Please rate each of the following characteristics as they relate to Clearwater as a whole. (% excellent or good) 15 Overall quality of the transportationsystem in Clearwater, 2021MobilityThe ease with which residents can move about theircommunities, whether for commuting, leisure, or recreation,plays a major role in the quality of life for all who live, work,and play in the community. Note: Prior to 2020, "Overall quality of the transportation system" was "Overall ease of getting to the places you usually have to visit". Due to the changes in question wording, comparisons to past years are not made. * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. Traffic flow on major streetsEase of public parkingEase of travel by carEase of travel by public transportationEase of travel by bicycleEase of walkingPlease also rate each of the following in the Clearwater community.(% excellent or good) 2015 2017 2019 2021 Used public transportation instead of driving Carpooled with other adults or children instead of driving alone Walked or biked instead of driving 23% Similar 23% Similar 35% 27% 39% Similar 35% 27% 39% Similar 57%52% 60% Similar57%52% 60% Similar Please indicate whether or not you have done each of the following in the last 12 months. (% yes) 2015 2017 2019 2021 Traffic enforcement Traffic signal timing Street repair Street cleaning Street lighting Sidewalk maintenance Bus or transit services 60% 57%54% Similar 60% 57%54% Similar 38% 42%39% Similar38% 42%39% Similar 45% 46% 46% Similar 45% 46% 46% Similar 65%67%69% Similar65%67%69% Similar 68% Similar 68% Similar 50%52% 59% Similar50%52% 59% Similar 50% Similar 50% Similar Please rate the quality of each of the following services in Clearwater. (% excellent or good) Overall quality of the transportation systemPlease rate each of the following characteristics as they relate to Clearwater as a whole.(% excellent or good) 16 Excellent 11% Good 45% Fair 34% Poor 9% Overall design or layout of Clearwater's residential and commercial areas, 2021 Community design A well-designed community enhances the quality of life for its residents by encouraging smart land use and zoning, ensuring that affordable housing is accessible to all, and providing access to parks and other green spaces. * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 2015 2017 2019 2021 Well-planned residential growth Well-planned commercial growth Well-designed neighborhoods Preservation of the historical or cultural character of the community Public places where people want to spend time Variety of housing options Availability of affordable quality housing Overall quality of new development Overall appearance 41% Similar 41% Similar 38% Similar 38% Similar 49% Similar 49% Similar 50% Similar 50% Similar 63%56% Similar 63%56% Similar Please also rate each of the following in the Clearwater community. (% excellent or good) 2015 2017 2019 2021 Your neighborhood as a place to live 80%74% 83% Similar80%74% 83% Similar Please rate each of the following aspects of quality of life in Clearwater. (% excellent or good) Land use, planning and zoning Code enforcement Please rate the quality of each of the following services in Clearwater. (% excellent or good) Overall design or layout of residential and commercial areas 50%50% 58% Similar vs. benchmark* 50%50% 58% Similar vs. benchmark* Please rate each of the following characteristics as they relate to Clearwater as a whole. (% excellent or good) 17 Overall design or layout ofClearwater's residential andcommercial areas, 2021Community designA well-designed community enhances the quality of life for itsresidents by encouraging smart land use and zoning, ensuringthat affordable housing is accessible to all, and providingaccess to parks and other green spaces. * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. Well-planned residential growthWell-planned commercial growthWell-designed neighborhoodsPreservation of the historical or cultural character of thecommunity Public places where people want to spend time Variety of housing options Availability of affordable quality housing Overall quality of new development Overall appearance 67% 63%56% Similar67% 63%56% Similar 45% Similar 45% Similar 38% 27% 24% Similar 38% 27% 24% Similar 43% 43% 46% Similar 43% 43% 46% Similar 75%72%67% Similar 75%72%67% Similar Please also rate each of the following in the Clearwater community.(% excellent or good)Your neighborhood as a place to livePlease rate each of the following aspects of quality of life in Clearwater.(% excellent or good) 2015 2017 2019 2021 Land use, planning and zoning Code enforcement 44%42%44% Similar44%42%44% Similar 45%40%44% Similar45%40%44% Similar Please rate the quality of each of the following services in Clearwater. (% excellent or good) Overall design or layout of residential and commercialareasPlease rate each of the following characteristics as they relate to Clearwater as a whole.(% excellent or good) 18 Excellent 11% Good 53% Fair 26% Poor 10% Overall quality of the utility infrastructure in Clearwater, 2021 Utilities Services such as water, gas, electricity, and internet access play a vital role in ensuring the physical and economic health and well-being of the communities they serve. * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 2015 2017 2019 2021 Affordable high-speed internet access Garbage collection Drinking water Sewer services Storm water management Power (electric and/or gas) utility Utility billing 55% Similar 55% Similar 79%76% 83% Similar79%76% 83% Similar 49% 55%60% Similar49% 55%60% Similar 68%68% 76% Similar68%68% 76% Similar 59%60% 66% Similar59%60% 66% Similar 60% 75%74% Similar60% 75%74% Similar Please rate the quality of each of the following services in Clearwater. (% excellent or good) Overall quality of the utility infrastructure 65% Similar vs. benchmark* 65% Similar vs. benchmark* Please rate each of the following characteristics as they relate to Clearwater as a whole. (% excellent or good) 19 Overall quality of the utilityinfrastructure in Clearwater, 2021UtilitiesServices such as water, gas, electricity, and internet accessplay a vital role in ensuring the physical and economic healthand well-being of the communities they serve. * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. Affordable high-speed internet accessGarbage collectionDrinking waterSewer servicesStorm water managementPower (electric and/or gas) utility Utility billing 70% 58% 60% Similar 70% 58% 60% Similar Please rate the quality of each of the following services in Clearwater.(% excellent or good)Overall quality of the utility infrastructurePlease rate each of the following characteristics as they relate to Clearwater as a whole.(% excellent or good) 20 Excellent 17% Good 52% Fair 25% Poor 6% Overall feeling of safety in Clearwater, 2021 Safety Public safety is often the most important task facing local governments. All residents should feel safe and secure in their neighborhoods and in the greater community, and providing robust safety-related services is essential to residents' quality of life. Overall feeling of safety 71% 74%69% Similar vs. benchmark* 71% 74%69% Similar vs. benchmark* Please rate each of the following characteristics as they relate to Clearwater as a whole. (% excellent or good) 2015 2017 2019 2021 In your neighborhood during the day In Clearwater's downtown/commercial area during the day From property crime From violent crime From fire, flood, or other natural disaster 91%88%92% Similar91%88%92% Similar 74% 73% 83% Similar 74% 73% 83% Similar 76% Similar 76% Similar 81% Similar 81% Similar 71% Similar 71% Similar Please rate how safe or unsafe you feel: (% very or somewhat safe) Police/Sheriff services Crime prevention Animal control Ambulance or emergency medical services Fire services Fire prevention and education Emergency preparedness Please rate the quality of each of the following services in Clearwater. (% excellent or good) * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 21 Overall feeling of safety inClearwater, 2021SafetyPublic safety is often the most important task facing localgovernments. All residents should feel safe and secure in theirneighborhoods and in the greater community, and providingrobust safety-related services is essential to residents' qualityof life.Overall feeling of safetyPlease rate each of the following characteristics as they relate to Clearwater as a whole.(% excellent or good)In your neighborhood during the dayIn Clearwater's downtown/commercial area during the dayFrom property crimeFrom violent crimeFrom fire, flood, or other natural disasterPlease rate how safe or unsafe you feel:(% very or somewhat safe) 2015 2017 2019 2021 Police/Sheriff services Crime prevention Animal control Ambulance or emergency medical services Fire services Fire prevention and education Emergency preparedness 81% 76% 76% Similar 81% 76% 76% Similar 66% 67% 69% Similar 66% 67% 69% Similar 74% Similar 74% Similar 90%88%85% Similar90%88%85% Similar 90%91%94% Similar90%91%94% Similar 75%76%73% Similar 75%76%73% Similar 72%75% 81% Similar72%75% 81% Similar Please rate the quality of each of the following services in Clearwater. (% excellent or good) * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 22 Excellent 21% Good 48% Fair 23% Poor 8% Overall quality of natural environment in Clearwater, 2021 Natural environment The natural environment plays a vital role in the health and well-being of residents. The natural spaces in which residents live and experience their communities has a direct and profound effect on quality of life. 2015 2017 2019 2021 Cleanliness Water resources Air quality 73%72%68% Similar 73%72%68% Similar 84% Higher 84% Higher 74% 71% 85% Similar 74% 71% 85% Similar Please also rate each of the following in the Clearwater community. (% excellent or good) 2015 2017 2019 2021 Preservation of natural areas Clearwater open space Recycling Yard waste pick-up 55% Similar 55% Similar 51% 53%52% Similar51% 53%52% Similar Please rate the quality of each of the following services in Clearwater. (% excellent or good) 2015 2017 2019 2021 Overall quality of natural environment 70%72%71% Similar vs. benchmark* 70%72%71% Similar vs. benchmark* Please rate each of the following characteristics as they relate to Clearwater as a whole. (% excellent or good) * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 23 Overall quality of naturalenvironment in Clearwater, 2021Natural environmentThe natural environment plays a vital role in the health andwell-being of residents. The natural spaces in which residentslive and experience their communities has a direct andprofound effect on quality of life.CleanlinessWater resourcesAir qualityPlease also rate each of the following in the Clearwater community.(% excellent or good)Preservation of natural areasClearwater open space Recycling Yard waste pick-up 78%74%68% Similar78%74%68% Similar 75%80%84% Similar75%80%84% Similar Please rate the quality of each of the following services in Clearwater.(% excellent or good)Overall quality of natural environmentPlease rate each of the following characteristics as they relate to Clearwater as a whole.(% excellent or good) * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 24 Excellent 32% Good 47% Fair 19% Poor 1% Overall quality of parks and recreation opportunities, 2021 Parks and recreation "There are no communities that pride themselves on their quality of life, promote themselves as a desirable location for businesses to relocate, or maintain that they are environmental stewards of their natural resources, without such communities having a robust, active system of parks and recreation programs for public use and enjoyment." - National Recreation and Park Association 2015 2017 2019 2021 Availability of paths and walking trails Fitness opportunities Recreational opportunities 65% 65% 77% Similar 65% 65% 77% Similar 72%69% 79% Similar72%69% 79% Similar 76%69% 77% Similar76%69% 77% Similar Please also rate each of the following in the Clearwater community. (% excellent or good) 2015 2017 2019 2021 Clearwater parks Recreation programs or classes Recreation centers or facilities 81%78%83% Similar81%78%83% Similar 74%71% 77% Similar74%71% 77% Similar Please rate the quality of each of the following services in Clearwater. (% excellent or good) Overall quality of parks and recreation opportunities 80% Similar vs. benchmark* 80% Similar vs. benchmark* Please rate each of the following characteristics as they relate to Clearwater as a whole. (% excellent or good) * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 25 Overall quality of parks andrecreation opportunities, 2021Parks and recreation"There are no communities that pride themselves on theirquality of life, promote themselves as a desirable location forbusinesses to relocate, or maintain that they areenvironmental stewards of their natural resources, withoutsuch communities having a robust, active system of parks andrecreation programs for public use and enjoyment."- National Recreation and Park AssociationAvailability of paths and walking trailsFitness opportunitiesRecreational opportunitiesPlease also rate each of the following in the Clearwater community.(% excellent or good)Clearwater parks Recreation programs or classes Recreation centers or facilities 75%72% 78% Similar75%72% 78% Similar Please rate the quality of each of the following services in Clearwater.(% excellent or good)Overall quality of parks and recreation opportunitiesPlease rate each of the following characteristics as they relate to Clearwater as a whole.(% excellent or good) * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 26 Excellent 21% Good 53% Fair 20% Poor 6% Overall health and wellness opportunities in Clearwater, 2021 Health and wellness The characteristics of and amenities available in the communities in which people live has a direct impact on the health and wellness of residents, and thus, on their quality of life overall. 2015 2017 2019 2021 Availability of affordable quality food Availability of affordable quality health care Availability of preventive health services Availability of affordable quality mental health care 71%68%62% Similar71%68%62% Similar 64%56% 66% Similar64%56% 66% Similar 67%63%64% Similar67%63%64% Similar 43%43% 48% Similar43%43% 48% Similar Please also rate each of the following in the Clearwater community. (% excellent or good) 2015 2017 2019 2021 Health services 70% Similar 70% Similar Please rate the quality of each of the following services in Clearwater. (% excellent or good) Please rate your overall health. Please rate your overall health. (% excellent or very good) 2015 2017 2019 2021 Overall health and wellness opportunities 70%70% 75% Similar vs. benchmark* 70%70% 75% Similar vs. benchmark* Please rate each of the following characteristics as they relate to Clearwater as a whole. (% excellent or good) * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 27 Overall health and wellnessopportunities in Clearwater, 2021Health and wellnessThe characteristics of and amenities available in thecommunities in which people live has a direct impact on thehealth and wellness of residents, and thus, on their quality oflife overall.Availability of affordable quality foodAvailability of affordable quality health careAvailability of preventive health servicesAvailability of affordable quality mental health carePlease also rate each of the following in the Clearwater community.(% excellent or good) Health services Please rate the quality of each of the following services in Clearwater.(% excellent or good) 2015 2017 2019 2021 Please rate your overall health.61%62% 74% Similar61%62% 74% Similar Please rate your overall health. (% excellent or very good) Overall health and wellness opportunitiesPlease rate each of the following characteristics as they relate to Clearwater as a whole.(% excellent or good) * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 28 Excellent 14% Good 42% Fair 32% Poor 12% Overall opportunities for education, culture and the arts, 2021 Education, arts, and culture Participation in the arts, in educational opportunities, and in cultural activities is linked to increased civic engagement, greater social tolerance, and enhanced enjoyment of the local community. 2015 2017 2019 2021 Opportunities to attend cultural/arts/music activities Community support for the arts Availability of affordable quality childcare/preschool K-12 education Adult educational opportunities Opportunities to attend special events and festivals 66%64%59% Similar66%64%59% Similar 62% Similar 62% Similar 51%49% 47% Similar51%49% 47% Similar 57% 53% 55% Lower 57% 53% 55% Lower 55% 57%56% Similar55% 57%56% Similar 68%63%61% Similar68%63%61% Similar Please also rate each of the following in the Clearwater community. (% excellent or good) Public library services Please rate the quality of each of the following services in Clearwater. (% excellent or good) 2015 2017 2019 2021 Overall opportunities for education, culture, and the arts 60%59%58% Similar vs. benchmark* 60%59%58% Similar vs. benchmark* Please rate each of the following characteristics as they relate to Clearwater as a whole. (% excellent or good) * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 29 Overall opportunities for education,culture and the arts, 2021Education, arts, and cultureParticipation in the arts, in educational opportunities, and incultural activities is linked to increased civic engagement,greater social tolerance, and enhanced enjoyment of the localcommunity.Opportunities to attend cultural/arts/music activitiesCommunity support for the artsAvailability of affordable quality childcare/preschoolK-12 educationAdult educational opportunitiesOpportunities to attend special events and festivalsPlease also rate each of the following in the Clearwater community.(% excellent or good) 2015 2017 2019 2021 Public library services 83%86%88% Similar83%86%88% Similar Please rate the quality of each of the following services in Clearwater. (% excellent or good) Overall opportunities for education, culture, and the artsPlease rate each of the following characteristics as they relate to Clearwater as a whole.(% excellent or good) * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 30 Excellent 10% Good 30% Fair 39% Poor 21% Residents' connection and engagement with their community, 2021 Inclusivity and engagement Inclusivity refers to a cultural and environmental feeling of belonging; residents who feel invited to participate within their communities feel more included, involved, and engaged than those who do not. 2015 2017 2019 2021 Clearwater as a place to raise children Clearwater as a place to retire Sense of community 71%68% 71% Similar71%68% 71% Similar 81%80%80% Higher81%80%80% Higher 46%44% 52% Similar46%44% 52% Similar Please rate each of the following aspects of quality of life in Clearwater. (% excellent or good) Residents' connection and engagement with their community 42% Similar vs. benchmark* 42% Similar vs. benchmark* Please rate each of the following characteristics as they relate to Clearwater as a whole. (% excellent or good) 2015 2017 2019 2021 Making all residents feel welcome Attracting people from diverse backgrounds Valuing/respecting residents from diverse backgrounds Taking care of vulnerable residents 64% Similar 64% Similar Please rate the job you feel the Clearwater community does at each of the following. (% excellent or good) Sense of civic/community pride Neighborliness of residents Opportunities to participate in social events and activities Opportunities to volunteer Opportunities to participate in community matters Openness and acceptance of the community toward people of diverse backgrounds Please also rate each of the following in the Clearwater community. (% excellent or good) * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 31 Residents' connection andengagement with theircommunity, 2021Inclusivity and engagementInclusivity refers to a cultural and environmental feeling ofbelonging; residents who feel invited to participate within theircommunities feel more included, involved, and engaged thanthose who do not.Clearwater as a place to raise childrenClearwater as a place to retireSense of communityPlease rate each of the following aspects of quality of life in Clearwater.(% excellent or good)Residents' connection and engagement with theircommunityPlease rate each of the following characteristics as they relate to Clearwater as a whole.(% excellent or good)Making all residents feel welcome Attracting people from diverse backgrounds Valuing/respecting residents from diverse backgrounds Taking care of vulnerable residents 63% Similar 63% Similar 65% Similar 65% Similar 50% Similar 50% Similar Please rate the job you feel the Clearwater community does at each of the following.(% excellent or good) 2015 2017 2019 2021 Sense of civic/community pride Neighborliness of residents Opportunities to participate in social events and activities Opportunities to volunteer Opportunities to participate in community matters Openness and acceptance of the community toward people of diverse backgrounds 48% Lower 48% Lower 55%56%52% Similar 55%56%52% Similar 60%53% Similar 60%53% Similar 76%69%66% Similar76%69%66% Similar 62% 55% 58% Similar 62% 55% 58% Similar 58%56%50% Similar 58%56%50% Similar Please also rate each of the following in the Clearwater community. (% excellent or good) * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 32 Residents' participation levels 2015 2017 2019 2021 Contacted the City of Clearwater for help or information Contacted Clearwater elected officials to express your opinion Attended a local public meeting Watched a local public meeting Volunteered your time to some group/activity Campaigned or advocated for a local issue, cause, or candidate Voted in your most recent local election 46%45%41% Similar vs. benchmark* 46%45%41% Similar vs. benchmark* 20% 15% 15% Similar 20% 15% 15% Similar 20% 16% 14% Similar 20% 16% 14% Similar 25%27% 31% Similar25%27% 31% Similar 35% 37%28% Similar35% 37%28% Similar 25% 20% 20% Similar 25% 20% 20% Similar 74% Similar 74% Similar Please indicate whether or not you have done each of the following in the last 12 months. (% yes) 2015 2017 2019 2021 Access the internet from your home Access the internet from your cell phone Visit social media sites Use or check email Share your opinions online Shop online 94% Similar 94% Similar 91% Similar 91% Similar In general, how many times do you: (% a few times a week or more) * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 33 Residents' participation levelsContacted the City of Clearwater for help or informationContacted Clearwater elected officials to express your opinionAttended a local public meetingWatched a local public meetingVolunteered your time to some group/activityCampaigned or advocated for a local issue, cause, or candidateVoted in your most recent local electionPlease indicate whether or not you have done each of the following in the last 12 months.(% yes)Access the internet from your home Access the internet from your cell phone Visit social media sites Use or check email Share your opinions online Shop online 91% Similar 91% Similar 78% Similar 78% Similar 95% Similar 95% Similar 29% Similar 29% Similar 49% Similar 49% Similar In general, how many times do you:(% a few times a week or more) * Comparison to the national benchmark is shown. If no comparison is available, this is left blank. 34 Which of the following sources, if any, do you use to stay informed about issues, services, and events in the City of Clearwater? City website (myclearw.. City Facebook City Twitter City Instagram City LinkedIn NextDoor City Newsletters Local Newspapers Local TV News My Clearwater Magazine When thinking about ways you receive information about issues, services, and events in Clearwater, what is your single most preferred method for being contacted by the City? Text alerts Email Social Media Direct Mail Monthly Newsletter(s) Other Have you contacted a City official or department in the past six months with a community related concern? Yes No If you had contact, please indicate how much you agree, if at all, with each of the following statements about your most recent interaction with a City official or department: It was easy to contact the appropriate City official or department Strongly agree Somewhat agree Neither agree nor disag.. Somewhat disagree Strongly disagree My concern was addressed in a reasonable time Strongly agree Somewhat agree Neither agree nor disag.. Somewhat disagree Strongly disagree My concern was completely resolved Strongly agree Somewhat agree Neither agree nor disag.. Somewhat disagree Strongly disagree City employees were courteous and respectful Strongly agree Somewhat agree Neither agree nor disag.. Somewhat disagree Strongly disagree City employees were knowledgeable Strongly agree Somewhat agree Neither agree nor disag.. Somewhat disagree Strongly disagree Overall I was satisfied with my experience Strongly agree Somewhat agree Neither agree nor disag.. Somewhat disagree Strongly disagree 20% 63% 45% 31% 32% 1% 6% 3% 23% 55% 3% 17% 20% 10% 24% 26% 80% 20% 7% 10% 23% 23% 37% 11% 7% 24% 16% 43% Custom questions Below are the complete set of responses to each custom question on the survey. 35 Which of the following sources, if any, do youuse to stay informed about issues, services,and events in the City of Clearwater?City website (myclearw..City FacebookCity TwitterCity InstagramCity LinkedInNextDoorCity NewslettersLocal NewspapersLocal TV NewsMy Clearwater MagazineWhen thinking about ways you receiveinformation about issues, services, and eventsin Clearwater, what is your single mostpreferred method for being contacted by theCity?Text alertsEmailSocial MediaDirect MailMonthly Newsletter(s)OtherHave you contacted a City official ordepartment in the past six months with acommunity related concern?YesNoIf you had contact, pleaseindicate how much you agree, ifat all, with each of the followingstatements about your mostrecent interaction with a Cityofficial or department:It was easy to contact the appropriate Cityofficial or department Strongly agreeSomewhat agreeNeither agree nor disag..Somewhat disagreeStrongly disagreeMy concern was addressed in a reasonabletime Strongly agreeSomewhat agreeNeither agree nor disag..Somewhat disagree Strongly disagree My concern was completely resolved Strongly agree Somewhat agree Neither agree nor disag.. Somewhat disagree Strongly disagree City employees were courteous and respectful Strongly agree Somewhat agree Neither agree nor disag.. Somewhat disagree Strongly disagree City employees were knowledgeable Strongly agree Somewhat agree Neither agree nor disag.. Somewhat disagree Strongly disagree Overall I was satisfied with my experience Strongly agree Somewhat agree Neither agree nor disag.. Somewhat disagree Strongly disagree 11% 7%24%16%43% 10% 20% 31% 15% 24% 4% 7% 26% 11% 51% 8% 5% 29% 18% 40% 16% 12% 26% 11% 34% Custom questionsBelow are the complete set of responses to each custom question on the survey. 36 Direct mail monthly newsletters local news regular TV news Tampa Bay Times Tv news Abc Abc Abc Abc Abc Open-ended question Clearwater included one open-ended question on their survey. The verbatim responses are shown below. When thinking about ways you receive information about issues, services, and events in Clearwater, what is your single most preferred method for being contacted by the City? If Other, please specify here. 37 % positiveRankNumber ofcommunitiesPercentilePlease rate each of the following aspects of quality of life in Clearwater. Clearwater as a place to live Similar Your neighborhood as a place to live Similar Clearwater as a place to raise children Similar Clearwater as a place to work Similar Clearwater as a place to visit Much higher Clearwater as a place to retire Higher The overall quality of life Similar Sense of community Similar Please rate each of the following characteristics as they relate to Clearwater as a whole. Overall economic health Similar Overall quality of the transportation system Similar Overall design or layout of residential and commercial areas Similar Overall quality of the utility infrastructure Similar Overall feeling of safety Similar Overall quality of natural environment Similar Overall quality of parks and recreation opportunities Similar Overall health and wellness opportunities Similar Overall opportunities for education, culture, and the arts Similar Residents' connection and engagement with their community Similar Please indicate how likely or unlikely you are to do each of the following. Recommend living in Clearwater to someone who asks Similar Remain in Clearwater for the next five years Similar Please rate how safe or unsafe you feel: In your neighborhood during the day Similar In Clearwater's downtown/commercial area during the day Similar From property crime Similar 4136821585% 4430917383% 3236825071% 6835311170% 912972691% 843555680% 4940520782% 2430823452% 4128216664% 40935648% 3927716858% 26926965% 2435126669% 2328722071% 45935280% 4727814775% 3327818758% 14948142% 3029320682% 5128714085% 4333619192% 2631623283% National benchmark tables This table contains the comparisons of Clearwater's results to those from other communities. The first column shows the comparison of Clearwater's rating to the benchmark. Clearwater's results are noted as being “higher”, “lower” or “similar” to the benchmark, meaning that the average rating given by Clearwater residents is statistically similar to or different than the benchmark. The second column is Clearwater's “percent positive.” Most commonly, the percent positive is the combination of the top two most positive response options (i.e., excellent/good). The third column is the rank assigned to Clearwater's rating among communities where a similar question was asked. The fourth column is the number of communities that asked a similar question. The fifth column shows the percentile for Clearwater's result -- that is what percent of surveyed communities had a lower rating than Clearwater. 38 Please rate how safe or unsafe you feel: In Clearwater's downtown/commercial area during the day Similar From property crime Similar From violent crime Similar From fire, flood, or other natural disaster Similar Please rate the job you feel the Clearwater community does at each of the following. Making all residents feel welcome Similar Attracting people from diverse backgrounds Similar Valuing/respecting residents from diverse backgrounds Similar Taking care of vulnerable residents Similar Please rate each of the following in the Clearwater community. Overall quality of business and service establishments Similar Variety of business and service establishments Similar Vibrancy of downtown/commercial area Lower Employment opportunities Similar Shopping opportunities Similar Cost of living Similar Overall image or reputation Similar Please also rate each of the following in the Clearwater community. Traffic flow on major streets Similar Ease of public parking Lower Ease of travel by car Similar Ease of travel by public transportation Similar Ease of travel by bicycle Similar Ease of walking Similar Well-planned residential growth Similar Well-planned commercial growth Similar Well-designed neighborhoods Similar Preservation of the historical or cultural character of the communi..Similar Public places where people want to spend time Similar Variety of housing options Similar Availability of affordable quality housing Similar Overall quality of new development Similar Overall appearance Similar Cleanliness Similar Water resources Higher Air quality Similar 351036776% 321036981% 16927871% 26977264% 64963563% 50954865% 27946950% 6128410974% 58934070% 2026621334% 6631010654% 672989767% 3127919135% 3734521567% 2832323242% 2025120140% 2231024056% 4425714337% 4131118250% 3331120858% 29956841% 35956238% 21947549% 13907950% 3227318456% 2828920745% 2430623224% 2429822546% 3433922267% 3331120768% 84861484% 39 Please also rate each of the following in the Clearwater community. Water resources Higher Air quality Similar Availability of paths and walking trails Similar Fitness opportunities Similar Recreational opportunities Similar Availability of affordable quality food Similar Availability of affordable quality health care Similar Availability of preventive health services Similar Availability of affordable quality mental health care Similar Opportunities to attend cultural/arts/music activities Similar Community support for the arts Similar Availability of affordable quality childcare/preschool Similar K-12 education Lower Adult educational opportunities Similar Sense of civic/community pride Lower Neighborliness of residents Similar Opportunities to participate in social events and activities Similar Opportunities to attend special events and festivals Similar Opportunities to volunteer Similar Opportunities to participate in community matters Similar Openness and acceptance of the community toward people of dive..Similar Please indicate whether or not you have done each of the following in the last 12 months. Contacted the Clearwater of Clearwater for help or information Similar Contacted Clearwater elected officials to express your opinion Similar Attended a local public meeting Similar Watched a local public meeting Similar Volunteered your time to some group/activity Similar Campaigned or advocated for a local issue, cause, or candidate Similar Voted in your most recent local election Similar Used public transportation instead of driving Similar Carpooled with other adults or children instead of driving alone Similar Walked or biked instead of driving Similar Please rate the quality of each of the following. services in Clearwater. Public information services Similar Economic development Similar 6126610485% 6730810277% 702688079% 732978177% 4226415262% 5027814066% 4426114764% 4525614048% 5029614759% 56934162% 3927416647% 2027422055% 4826413656% 15938048% 2327320952% 3127819253% 3328519061% 4627714866% 3628118058% 3330420450% 2833324041% 3427317915% 1627422914% 792505231% 2927919928% 4626214020% 27967174% 672407823% 4126615739% 6127110660% 4428816267% 40 Please rate the quality of each of the following services in Clearwater. Public information services Similar Economic development Similar Traffic enforcement Similar Traffic signal timing Similar Street repair Similar Street cleaning Similar Street lighting Similar Sidewalk maintenance Similar Bus or transit services Similar Land use, planning and zoning Similar Code enforcement Similar Affordable high-speed internet access Similar Garbage collection Similar Drinking water Similar Sewer services Similar Storm water management Similar Power (electric and/or gas) utility Similar Utility billing Similar Police/Sheriff services Similar Crime prevention Similar Animal control Similar Ambulance or emergency medical services Similar Fire services Similar Fire prevention and education Similar Emergency preparedness Similar Preservation of natural areas Similar Clearwater open space Similar Recycling Similar Yard waste pick-up Similar Clearwater parks Similar Recreation programs or classes Similar Recreation centers or facilities Similar Health services Similar 4528815956% 1734928854% 1027724939% 4933717246% 6130011769% 6833010568% 4730115859% 4725113250% 3529919444% 3935221444% 47914955% 5633014683% 2229623160% 4030018076% 4832416966% 3221514674% 2025420260% 3239526976% 3834921569% 5631413774% 3131721885% 5234416394% 2928720373% 892883181% 3327018155% 2025920852% 2533524968% 802765584% 5430914383% 6330611277% 702798278% 41 Please rate the quality of each of the following services in Clearwater. Recreation centers or facilities Similar Health services Similar Public library services Similar Overall customer service by Clearwater employees Similar Please rate the following categories of Clearwater government performance. The value of services for the taxes paid to Clearwater Similar The overall direction that Clearwater is taking Similar The job Clearwater government does at welcoming resident involv..Similar Overall confidence in Clearwater government Similar Generally acting in the best interest of the community Similar Being honest Similar Being open and transparent to the public Similar Informing residents about issues facing the community Similar Treating all residents fairly Similar Treating residents with respect Similar Overall, how would you rate the quality of the services provided by each .. The Clearwater of Clearwater Similar The Federal Government Similar Please rate how important, if at all, you think it is for the Clearwater community to focus on each of the following in the coming two years. Overall economic health Similar Overall quality of the transportation system Higher Overall design or layout of residential and commercial areas Similar Overall quality of the utility infrastructure Similar Overall feeling of safety Similar Overall quality of natural environment Higher Overall quality of parks and recreation opportunities Higher Overall health and wellness opportunities Higher Overall opportunities for education, culture, and the arts Similar Residents' connection and engagement with their community Similar In general, how many times do you: Access the internet from your home Similar Access the internet from your cell phone Similar Visit social media sites Similar Use or check email Similar Share your opinions online Similar Shop online Similar Please rate your overall health.Similar 4824912870% 6231211788% 6136314279% 5036918454% 4031919058% 4432117953% 2828120345% 3028520049% 3227618753% 31956649% 301017146% 3628218152% 30936659% 3437324470% 792655647% 652599192% 9192982% 5625911380% 78912190% 5725911191% 882593089% 9492687% 862593683% 5425911977% 2426019669% 35926094% 31926491% 39915678% 25927095% 34926129% 23927149% 42 In general, how many times do you:Shop online Similar Please rate your overall health.Similar What impact, if any, do you think the economy will have on your fa..Similar 842664274% 5326912631% 43 % positiveRankNumber ofcommunitiesPercentilePlease rate each of the following aspects of quality of life in Clearwater. Clearwater as a place to live Similar Your neighborhood as a place to live Similar Clearwater as a place to raise children Similar Clearwater as a place to work Similar Clearwater as a place to visit Much higher Clearwater as a place to retire Higher The overall quality of life Similar Sense of community Similar Please rate each of the following characteristics as they relate to Clearwater as a whole. Overall economic health Similar Overall quality of the transportation system Similar Overall design or layout of residential and commercial areas Similar Overall quality of the utility infrastructure Similar Overall feeling of safety Similar Overall quality of natural environment Similar Overall quality of parks and recreation opportunities Similar Overall health and wellness opportunities Similar Overall opportunities for education, culture, and the arts Similar Residents' connection and engagement with their community Similar Please indicate how likely or unlikely you are to do each of the following. Recommend living in Clearwater to someone who asks Similar Remain in Clearwater for the next five years Similar Please rate how safe or unsafe you feel: In your neighborhood during the day Similar In Clearwater's downtown/commercial area during the day Similar From property crime Similar From violent crime Similar 45854785% 50713683% 38855371% 66812870% 8870991% 83791480% 52914482% 30684852% 47633464% 39231548% 40613758% 36221565% 32755269% 27624671% 59221080% 40623875% 29624558% 20242042% 36654282% 61632585% 51783992% 36734783% 57261276% Custom benchmark tables This table contains the comparisons of Clearwater's results to those from other communities with population between 64,000 and 150,000. The first column shows the comparison of Clearwater's rating to the benchmark. Clearwater's results are noted as being “higher”, “lower” or “similar” to the benchmark, meaning that the average rating given by Clearwater residents is statistically similar to or different than the benchmark. The second column is Clearwater's “percent positive.” Most commonly, the percent positive is the combination of the top two most positive response options (i.e., excellent/good). The third column is the rank assigned to Clearwater's rating among communities where a similar question was asked. The fourth column is the number of communities that asked a similar question. The fifth column shows the percentile for Clearwater's result -- that is what percent of surveyed communities had a lower rating than Clearwater. 44 Please rate how safe or unsafe you feel: From property crime Similar From violent crime Similar From fire, flood, or other natural disaster Lower Please rate the job you feel the Clearwater community does at each of the following. Making all residents feel welcome Similar Attracting people from diverse backgrounds Similar Valuing/respecting residents from diverse backgrounds Similar Taking care of vulnerable residents Similar Please rate each of the following in the Clearwater community. Overall quality of business and service establishments Similar Variety of business and service establishments Similar Vibrancy of downtown/commercial area Lower Employment opportunities Similar Shopping opportunities Similar Cost of living Similar Overall image or reputation Similar Please also rate each of the following in the Clearwater community. Traffic flow on major streets Similar Ease of public parking Similar Ease of travel by car Similar Ease of travel by public transportation Similar Ease of travel by bicycle Similar Ease of walking Similar Well-planned residential growth Similar Well-planned commercial growth Similar Well-designed neighborhoods Similar Preservation of the historical or cultural character of the communi..Similar Public places where people want to spend time Similar Variety of housing options Similar Availability of affordable quality housing Similar Overall quality of new development Similar Overall appearance Similar Cleanliness Similar Water resources Higher Air quality Similar Availability of paths and walking trails Similar 50261481% 13222071% 36251764% 6624963% 54241265% 37241650% 42633774% 37241670% 17574834% 52683354% 54622967% 28604435% 40744567% 30694942% 26523940% 23675256% 49593137% 50683550% 42684058% 32251841% 28251938% 25241949% 14211950% 33594056% 27624645% 28674924% 27614546% 44744267% 45703968% 8521484% 72591785% 45 Please also rate each of the following in the Clearwater community. Air quality Similar Availability of paths and walking trails Similar Fitness opportunities Similar Recreational opportunities Similar Availability of affordable quality food Similar Availability of affordable quality health care Similar Availability of preventive health services Similar Availability of affordable quality mental health care Similar Opportunities to attend cultural/arts/music activities Similar Community support for the arts Similar Availability of affordable quality childcare/preschool Similar K-12 education Lower Adult educational opportunities Similar Sense of civic/community pride Similar Neighborliness of residents Similar Opportunities to participate in social events and activities Similar Opportunities to attend special events and festivals Similar Opportunities to volunteer Similar Opportunities to participate in community matters Similar Openness and acceptance of the community toward people of dive..Similar Please indicate whether or not you have done each of the following in the last 12 months. Contacted the Clearwater of Clearwater for help or information Similar Contacted Clearwater elected officials to express your opinion Similar Attended a local public meeting Similar Watched a local public meeting Similar Volunteered your time to some group/activity Similar Campaigned or advocated for a local issue, cause, or candidate Similar Voted in your most recent local election Similar Used public transportation instead of driving Similar Carpooled with other adults or children instead of driving alone Similar Walked or biked instead of driving Similar Please rate the quality of each of the following services in Clearwater. Public information services Similar Economic development Similar Traffic enforcement Similar 69662177% 61602479% 63612377% 33533662% 43583466% 34553764% 41533248% 38674259% 52231262% 41563447% 17564755% 32584056% 13232148% 26604552% 27614553% 37583761% 33594066% 32594158% 26675050% 31765341% 34583915% 16595014% 76551431% 24614728% 38573620% 25241974% 68581923% 29584239% 71591860% 46623467% 36634156% 46 Please rate the quality of each of the following services in Clearwater. Economic development Similar Traffic enforcement Similar Traffic signal timing Similar Street repair Similar Street cleaning Similar Street lighting Similar Sidewalk maintenance Similar Bus or transit services Similar Land use, planning and zoning Similar Code enforcement Similar Affordable high-speed internet access Similar Garbage collection Similar Drinking water Similar Sewer services Similar Storm water management Similar Power (electric and/or gas) utility Similar Utility billing Similar Police/Sheriff services Similar Crime prevention Similar Animal control Similar Ambulance or emergency medical services Similar Fire services Similar Fire prevention and education Similar Emergency preparedness Higher Preservation of natural areas Similar Clearwater open space Similar Recycling Similar Yard waste pick-up Similar Clearwater parks Similar Recreation programs or classes Similar Recreation centers or facilities Similar Health services Similar Public library services Similar 24755854% 14615339% 53653146% 62622469% 69732368% 50603159% 47593250% 33634344% 39764744% 59221055% 59743183% 14645660% 35644276% 48703766% 45422474% 25554260% 41865176% 51763869% 56733374% 41684185% 58803494% 37664273% 9061781% 31604255% 17574852% 30735268% 79581384% 51663383% 52693477% 67622178% 41533270% 47 Please rate the quality of each of the following services in Clearwater. Health services Similar Public library services Similar Overall customer service by Clearwater employees Similar Please rate the following categories of Clearwater government performance. The value of services for the taxes paid to Clearwater Similar The overall direction that Clearwater is taking Similar The job Clearwater government does at welcoming resident involv..Similar Overall confidence in Clearwater government Similar Generally acting in the best interest of the community Similar Being honest Similar Being open and transparent to the public Similar Informing residents about issues facing the community Similar Treating all residents fairly Similar Treating residents with respect Similar Overall, how would you rate the quality of the services provided by each .. The Clearwater of Clearwater Similar The Federal Government Similar Please rate how important, if at all, you think it is for the Clearwater community to focus on each of the following in the coming two years. Overall economic health Similar Overall quality of the transportation system Similar Overall design or layout of residential and commercial areas Similar Overall quality of the utility infrastructure Similar Overall feeling of safety Similar Overall quality of natural environment Similar Overall quality of parks and recreation opportunities Similar Overall health and wellness opportunities Similar Overall opportunities for education, culture, and the arts Similar Residents' connection and engagement with their community Similar In general, how many times do you: Access the internet from your home Similar Access the internet from your cell phone Similar Visit social media sites Similar Use or check email Similar Share your opinions online Similar Shop online Similar Please rate your overall health.Similar What impact, if any, do you think the economy will have on your fa..Similar 62712788% 67812779% 51844254% 40714358% 45744153% 27624645% 30624449% 37583753% 41241549% 44271646% 44613552% 41241559% 39835170% 82581147% 54532592% 9022382% 50532780% 7121790% 52532691% 9253589% 9022387% 8453983% 49532877% 33533669% 39231594% 26231891% 34231678% 21231995% 26231829% 34231649% 8957774% 48 Please rate your overall health.Similar What impact, if any, do you think the economy will have on your fa..Similar 47573131% 49 Please rate each of the following aspects of quality of life in Clearwater. Clearwater as a place to live Excellent Good Fair Poor Your neighborhood as a place to live Excellent Good Fair Poor Clearwater as a place to raise children Excellent Good Fair Poor Clearwater as a place to work Excellent Good Fair Poor Clearwater as a place to visit Excellent Good Fair Poor Clearwater as a place to retire Excellent Good Fair Poor The overall quality of life Excellent Good Fair Poor Excellent 2% 14% 51% 34% 2% 15% 47% 37% 7% 23% 40% 31% 6% 25% 40% 28% 2% 7% 35% 55% 9% 12% 40% 39% 1% 18% 53% 28% Complete set of frequencies This dashboard contains a complete set of responses to each question on the survey. By default, "Don't know" responses are excluded, but may be added to the table using the response filter to the right. When a table for a question that only permitted a single response does not total to exactly 100%, it is due to the common practice of percentages being rounded to the nearest whole number. 50 Please rate each of the following aspects of quality of life in Clearwater. The overall quality of life Poor Sense of community Excellent Good Fair Poor Please rate each of the following characteristics as they relate to Clearwater as a whole. Overall economic health Excellent Good Fair Poor Overall quality of the transportation system Excellent Good Fair Poor Overall design or layout of residential and commercial areas Excellent Good Fair Poor Overall quality of the utility infrastructure Excellent Good Fair Poor Overall feeling of safety Excellent Good Fair Poor Overall quality of natural environment Excellent Good Fair Poor Overall quality of parks and recreation opportunities Excellent Good Fair Poor 15% 34% 32% 18% 6% 32% 51% 12% 21% 32% 34% 13% 9% 34% 45% 11% 10% 26% 53% 11% 6% 25% 52% 17% 8% 23% 48% 21% 19% 47% 32% 51 Please rate each of the following characteristics as they relate to Clearwater as a whole. Overall quality of parks and recreation opportunities Fair Poor Overall health and wellness opportunities Excellent Good Fair Poor Overall opportunities for education, culture, and the arts Excellent Good Fair Poor Residents' connection and engagement with their community Excellent Good Fair Poor Please indicate how likely or unlikely you are to do each of the following. Recommend living in Clearwater to someone who asks Very likely Somewhat likely Somewhat unlikely Very unlikely Remain in Clearwater for the next five years Very likely Somewhat likely Somewhat unlikely Very unlikely Please rate how safe or unsafe you feel: In your neighborhood during the day Very safe Somewhat safe Neither safe nor unsafe Somewhat unsafe Very unsafe In Clearwater's downtown/commercial area during the day Very safe Somewhat safe Neither safe nor unsafe Somewhat unsafe Very unsafe Very safe 1% 6% 20% 53% 21% 12% 32% 42% 14% 21% 39% 30% 10% 6% 12% 40% 42% 5% 11% 25% 59% 0% 2% 5% 23% 69% 1% 6% 11% 36% 46% 52 Please rate how safe or unsafe you feel: In Clearwater's downtown/commercial area during the day Very unsafe From property crime Very safe Somewhat safe Neither safe nor unsafe Somewhat unsafe Very unsafe From violent crime Very safe Somewhat safe Neither safe nor unsafe Somewhat unsafe Very unsafe From fire, flood, or other natural disaster Very safe Somewhat safe Neither safe nor unsafe Somewhat unsafe Very unsafe Please rate the job you feel the Clearwater community does at each of the following. Making all residents feel welcome Excellent Good Fair Poor Attracting people from diverse backgrounds Excellent Good Fair Poor Valuing/respecting residents from diverse backgrounds Excellent Good Fair Poor Taking care of vulnerable residents Excellent Good Fair Poor Excellent 2% 10% 13% 48% 27% 2% 4% 13% 45% 37% 3% 11% 15% 43% 28% 11% 26% 46% 18% 9% 29% 43% 19% 8% 28% 45% 20% 23% 28% 34% 15% 53 Please rate the job you feel the Clearwater community does at each of the following.Taking care of vulnerable residents Poor Please rate each of the following in the Clearwater community. Overall quality of business and service establishments Excellent Good Fair Poor Variety of business and service establishments Excellent Good Fair Poor Vibrancy of downtown/commercial area Excellent Good Fair Poor Employment opportunities Excellent Good Fair Poor Shopping opportunities Excellent Good Fair Poor Cost of living Excellent Good Fair Poor Overall image or reputation Excellent Good Fair Poor Please also rate each of the following in the Clearwater community. Traffic flow on major streets Excellent Good Fair Poor 4% 22% 58% 16% 9% 22% 49% 21% 36% 32% 21% 11% 14% 34% 41% 11% 11% 23% 43% 23% 22% 44% 28% 6% 7% 27% 48% 18% 32% 35% 5% 54 Please also rate each of the following in the Clearwater community. Traffic flow on major streets Fair Poor Ease of public parking Excellent Good Fair Poor Ease of travel by car Excellent Good Fair Poor Ease of travel by public transportation Excellent Good Fair Poor Ease of travel by bicycle Excellent Good Fair Poor Ease of walking Excellent Good Fair Poor Well-planned residential growth Excellent Good Fair Poor Well-planned commercial growth Excellent Good Fair Poor Well-designed neighborhoods Excellent Good Fair 27% 23% 38% 29% 9% 10% 35% 46% 9% 36% 29% 27% 8% 23% 28% 36% 13% 13% 29% 44% 13% 22% 38% 32% 8% 24% 39% 29% 7% 41% 7% 55 Please also rate each of the following in the Clearwater community. Well-designed neighborhoods Good Fair Poor Preservation of the historical or cultural character of the community Excellent Good Fair Poor Public places where people want to spend time Excellent Good Fair Poor Variety of housing options Excellent Good Fair Poor Availability of affordable quality housing Excellent Good Fair Poor Overall quality of new development Excellent Good Fair Poor Overall appearance Excellent Good Fair Poor Cleanliness Excellent Good Fair Poor Water resources Excellent Good 15% 37% 18% 33% 39% 10% 13% 32% 38% 17% 24% 32% 35% 9% 44% 34% 15% 7% 20% 35% 32% 12% 4% 30% 51% 15% 6% 28% 48% 18% 40% 56 Please also rate each of the following in the Clearwater community. Water resources Excellent Good Fair Poor Air quality Excellent Good Fair Poor Availability of paths and walking trails Excellent Good Fair Poor Fitness opportunities Excellent Good Fair Poor Recreational opportunities Excellent Good Fair Poor Availability of affordable quality food Excellent Good Fair Poor Availability of affordable quality health care Excellent Good Fair Poor Availability of preventive health services Excellent Good Fair Poor Excellent 3% 14% 43% 2% 13% 52% 32% 4% 18% 44% 34% 3% 18% 47% 32% 5% 18% 45% 32% 5% 33% 41% 21% 13% 22% 48% 17% 13% 24% 45% 18% 57 Please also rate each of the following in the Clearwater community. Availability of preventive health services Poor Availability of affordable quality mental health care Excellent Good Fair Poor Opportunities to attend cultural/arts/music activities Excellent Good Fair Poor Community support for the arts Excellent Good Fair Poor Availability of affordable quality childcare/preschool Excellent Good Fair Poor K-12 education Excellent Good Fair Poor Adult educational opportunities Excellent Good Fair Poor Sense of civic/community pride Excellent Good Fair Poor Neighborliness of residents Excellent Good Fair Poor 30% 24% 34% 12% 13% 28% 40% 18% 10% 29% 43% 18% 25% 30% 35% 11% 19% 27% 42% 12% 11% 35% 41% 12% 17% 36% 38% 9% 37% 37% 14% 58 Please also rate each of the following in the Clearwater community. Neighborliness of residents Fair Poor Opportunities to participate in social events and activities Excellent Good Fair Poor Opportunities to attend special events and festivals Excellent Good Fair Poor Opportunities to volunteer Excellent Good Fair Poor Opportunities to participate in community matters Excellent Good Fair Poor Openness and acceptance of the community toward people of diverse backgrounds Excellent Good Fair Poor Please indicate whether or not you have done each of the following in the last 12 months. Contacted the Clearwater of Clearwater for help or information No Yes Contacted Clearwater elected officials to express your opinion No Yes Attended a local public meeting No Yes Watched a local public meeting No Yes Volunteered your time to some group/activity No Yes No 12% 11% 36% 38% 14% 9% 31% 45% 15% 6% 29% 43% 22% 11% 32% 41% 17% 11% 40% 32% 18% 41% 59% 16% 84% 15% 85% 31% 69% 28% 72% 59 Please indicate whether or not you have done each of the following in the last 12 months. Volunteered your time to some group/activity Yes Campaigned or advocated for a local issue, cause, or candidate No Yes Voted in your most recent local election No Yes Used public transportation instead of driving No Yes Carpooled with other adults or children instead of driving alone No Yes Walked or biked instead of driving No Yes Please rate the quality of each of the following services in Clearwater. Public information services Excellent Good Fair Poor Economic development Excellent Good Fair Poor Traffic enforcement Excellent Good Fair Poor Traffic signal timing Excellent Good Fair Poor Street repair Excellent Good Fair Poor Street cleaning Excellent Good 21% 79% 77% 23% 21% 79% 38% 62% 59% 41% 6% 28% 52% 15% 12% 34% 46% 8% 16% 31% 45% 9% 25% 37% 30% 7% 17% 38% 38% 7% 19% 60 Please rate the quality of each of the following services in Clearwater. Street cleaning Excellent Good Fair Poor Street lighting Excellent Good Fair Poor Sidewalk maintenance Excellent Good Fair Poor Bus or transit services Excellent Good Fair Poor Land use, planning and zoning Excellent Good Fair Poor Code enforcement Excellent Good Fair Poor Affordable high-speed internet access Excellent Good Fair Poor Garbage collection Excellent Good Fair Poor Excellent 7% 25% 50% 6% 25% 51% 18% 14% 28% 47% 11% 25% 26% 37% 12% 26% 32% 34% 8% 22% 34% 35% 9% 24% 22% 40% 14% 6% 13% 43% 39% 61 Please rate the quality of each of the following services in Clearwater. Garbage collection Poor Drinking water Excellent Good Fair Poor Sewer services Excellent Good Fair Poor Storm water management Excellent Good Fair Poor Power (electric and/or gas) utility Excellent Good Fair Poor Utility billing Excellent Good Fair Poor Police/Sheriff services Excellent Good Fair Poor Crime prevention Excellent Good Fair Poor Animal control Excellent Good Fair Poor 17% 25% 38% 19% 4% 20% 52% 25% 9% 25% 46% 20% 3% 23% 50% 24% 10% 31% 42% 17% 7% 17% 46% 30% 8% 23% 50% 19% 17% 53% 19% 62 Please rate the quality of each of the following services in Clearwater. Animal control Fair Poor Ambulance or emergency medical services Excellent Good Fair Poor Fire services Excellent Good Fair Poor Fire prevention and education Excellent Good Fair Poor Emergency preparedness Excellent Good Fair Poor Preservation of natural areas Excellent Good Fair Poor Clearwater open space Excellent Good Fair Poor Recycling Excellent Good Fair Poor Yard waste pick-up Excellent Good Fair 10% 4% 11% 46% 39% 1% 6% 48% 45% 4% 23% 49% 24% 3% 17% 54% 26% 14% 33% 38% 16% 19% 31% 37% 13% 14% 17% 41% 27% 42% 42% 63 Please rate the quality of each of the following services in Clearwater. Yard waste pick-up Good Fair Poor Clearwater parks Excellent Good Fair Poor Recreation programs or classes Excellent Good Fair Poor Recreation centers or facilities Excellent Good Fair Poor Health services Excellent Good Fair Poor Public library services Excellent Good Fair Poor Overall customer service by Clearwater employees Excellent Good Fair Poor Please rate the following categories of Clearwater government performance. The value of services for the taxes paid to Clearwater Excellent Good Fair Poor The overall direction that Clearwater is taking Excellent Good 4% 12% 4% 15% 45% 37% 7% 16% 49% 27% 7% 15% 49% 29% 11% 19% 48% 22% 2% 10% 44% 43% 3% 19% 50% 29% 16% 31% 41% 12% 9% 64 Please rate the following categories of Clearwater government performance. The overall direction that Clearwater is taking Excellent Good Fair Poor The job Clearwater government does at welcoming resident involvement Excellent Good Fair Poor Overall confidence in Clearwater government Excellent Good Fair Poor Generally acting in the best interest of the community Excellent Good Fair Poor Being honest Excellent Good Fair Poor Being open and transparent to the public Excellent Good Fair Poor Informing residents about issues facing the community Excellent Good Fair Poor Treating all residents fairly Excellent Good Fair Poor Excellent 16% 28% 47% 18% 30% 41% 11% 19% 36% 38% 6% 18% 33% 39% 10% 16% 32% 42% 9% 17% 36% 39% 8% 21% 35% 35% 10% 16% 34% 40% 10% 65 Please rate the following categories of Clearwater government performance. Treating all residents fairly Poor Treating residents with respect Excellent Good Fair Poor Overall, how would you rate the quality of the services provided by each of the following? The Clearwater of Clearwater Excellent Good Fair Poor The Federal Government Excellent Good Fair Poor Please rate how important, if at all, you think it is for the Clearwater community to focus on each of the following in the coming two years. Overall economic health Essential Very important Somewhat important Not at all important Overall quality of the transportation system Essential Very important Somewhat important Not at all important Overall design or layout of residential and commercial areas Essential Very important Somewhat important Not at all important Overall quality of the utility infrastructure Essential Very important Somewhat important Not at all important Overall feeling of safety Essential Very important Somewhat important Not at all important 10% 33% 46% 12% 7% 24% 52% 17% 23% 32% 36% 9% 1% 7% 44% 48% 1% 17% 42% 40% 2% 19% 52% 28% 1% 9% 35% 55% 9% 34% 57% 66 Please rate how important, if at all, you think it is for the Clearwater community to focus on each of the following in the coming two years. Overall feeling of safety Somewhat important Not at all important Overall quality of natural environment Essential Very important Somewhat important Not at all important Overall quality of parks and recreation opportunities Essential Very important Somewhat important Not at all important Overall health and wellness opportunities Essential Very important Somewhat important Not at all important Overall opportunities for education, culture, and the arts Essential Very important Somewhat important Not at all important Residents' connection and engagement with their community Essential Very important Somewhat important Not at all important Which of the following sources, if any, do you use to stay informed about issues, services, and events in the City of Clearwater? City website (myclearwater.com) City Facebook City Twitter City Instagram City LinkedIn NextDoor City Newsletters Local Newspapers Local TV News My Clearwater Magazine Text alerts 0% 1% 10% 42% 46% 2% 11% 47% 41% 3% 15% 44% 39% 2% 22% 40% 36% 3% 28% 43% 26% 20% 63% 45% 31% 32% 1% 6% 3% 23% 55% 67 Which of the following sources, if any, do you use to stay informed about issues, services, and events in the City of Clearwater?My Clearwater Magazine When thinking about ways you receive information about issues, services, and events in Clearwater, what is your single most preferred method for being contacted by the City? Text alerts Email Social Media Direct Mail Monthly Newsletter(s) Other Have you contacted a City official or department in the past six months with a community related concern? Yes No If you had contact, please indicate how much you agree, if at all, with each of the following statements about your most recent interaction with a City official or department: It was easy to contact the appropriate City official or department Strongly agree Somewhat agree Neither agree nor disagree Somewhat disagree Strongly disagree My concern was addressed in a reasonable time Strongly agree Somewhat agree Neither agree nor disagree Somewhat disagree Strongly disagree My concern was completely resolved Strongly agree Somewhat agree Neither agree nor disagree Somewhat disagree Strongly disagree City employees were courteous and respectful Strongly agree Somewhat agree Neither agree nor disagree Somewhat disagree Strongly disagree City employees were knowledgeable Strongly agree Somewhat agree Neither agree nor disagree Somewhat disagree 3% 17% 20% 10% 24% 26% 80% 20% 7% 10% 23% 23% 37% 11% 7% 24% 16% 43% 10% 20% 31% 15% 24% 4% 7% 26% 11% 51% 29% 18% 40% 68 If you had contact, please indicate how much you agree, if at all, with each of the following statements about your most recent interaction with a City official or department: City employees were knowledgeable Neither agree nor disagree Somewhat disagree Strongly disagree Overall I was satisfied with my experience Strongly agree Somewhat agree Neither agree nor disagree Somewhat disagree Strongly disagree In general, how many times do you:Access the internet from your home Several times a day Once a day A few times a week Every few weeks Less often or never Access the internet from your cell phone Several times a day Once a day A few times a week Every few weeks Less often or never Visit social media sites Several times a day Once a day A few times a week Every few weeks Less often or never Use or check email Several times a day Once a day A few times a week Every few weeks Less often or never Share your opinions online Several times a day Once a day A few times a week Every few weeks Less often or never 8% 5% 16% 12% 26% 11% 34% 4% 2% 6% 9% 79% 8% 1% 4% 5% 81% 18% 4% 9% 15% 54% 3% 2% 8% 14% 73% 14% 15% 3% 11% 69 In general, how many times do you:Share your opinions online Every few weeks Less often or never Shop online Several times a day Once a day A few times a week Every few weeks Less often or never Please rate your overall health.Excellent Very good Good Fair Poor What impact, if any, do you think the economy will have on your family income in the next 6 months? Do you think the impact will be: Very positive Somewhat positive Neutral Somewhat negative Very negative How many years have you lived in Clearwater?Less than 2 years 2-5 years 6-10 years 11-20 years More than 20 years Which best describes the building you live in?One family house detached from any other houses Building with two or more homes (duplex, townhome, apa.. Mobile home Other Do you rent or own your home?Rent Own About how much is your monthly housing cost for the place you live (including rent, mortgage payment, property tax, property insurance and homeowners' association (HOA) fees)? Less than $500 $500 to $999 $1,000 to $1,499 $1,500 to $1,999 $2,000 to $2,499 57% 19% 33% 28% 9% 11% 1% 7% 19% 42% 32% 5% 22% 44% 20% 9% 34% 16% 15% 21% 14% 1% 2% 49% 48% 58% 42% 18% 31% 22% 4% 70 About how much is your monthly housing cost for the place you live (including rent, mortgage payment, property tax, property insurance and homeowners' association (HOA) fees)? $1,500 to $1,999 $2,000 to $2,499 $2,500 to $2,999 $3,000 to $3,499 $3,500 or more Do any children 17 or under live in your household? No Yes Are you or any other members of your household aged 65 or older? No Yes How much do you anticipate your household's total income before taxes will be for the current year? (Please include in your total income money from all sources for all persons living in your household.) Less than $25,000 $25,000 to $49,999 $50,000 to $74,999 $75,000 to $99,999 $100,000 to $149,999 $150,000 or more Are you Spanish, Hispanic or Latino?No, not Spanish, Hispanic, or Latino Yes, I consider myself to be Spanish, Hispanic, or Latino What is your race? (Mark one or more races to indicate what race you consider yourself to be.) American Indian or Alaskan Native Asian, Asian Indian, or Pacific Islander Black or African American White Other In which category is your age?18-24 years 25-34 years 35-44 years 45-54 years 55-64 years 65-74 years 75 years or older What is your gender?Female Male Identify in another way 6% 1% 7% 12% 23% 77% 37% 63% 16% 14% 15% 19% 21% 14% 11% 89% 6% 87% 5% 2% 4% 11% 20% 15% 21% 11% 16% 6% 0% 47% 53% 71 20082014201720192021Please rate each of the following aspects of quality of life in Clearwater. Clearwater as a place to live Your neighborhood as a place to live Clearwater as a place to raise children Clearwater as a place to work Clearwater as a place to visit Clearwater as a place to retire The overall quality of life Sense of community Please rate each of the following characteristics as they relate to Clearwater as a whole. Overall economic health Overall quality of the transportation system Overall design or layout of residential and commercial areas Overall quality of the utility infrastructure Overall feeling of safety Overall quality of natural environment Overall quality of parks and recreation opportunities Overall health and wellness opportunities Overall opportunities for education, culture, and the arts Residents' connection and engagement with their community Please indicate how likely or unlikely you are to do each of the following. Recommend living in Clearwater to someone who asks Remain in Clearwater for the next five years Please rate how safe or unsafe you feel: In your neighborhood during the day In Clearwater's downtown/commercial area during the day From property crime From violent crime 52% 82% 80% 91% 70% 71% 83% 85% 44% 79% 80% 87% 62% 68% 74% 83% 46% 84% 81% 90% 69% 71% 80% 90% 49% 78% 75% 88% 58% 68% 74% 85% 47% 75% 67% 50% 60% 76% 83% 42% 58% 75% 80% 71% 69% 65% 58% 48% 64% 59% 70% 72% 74% 50% 61% 60% 70% 70% 71% 50% 64% 64% 74% 73% 69% 52% 54% 61% 85% 82% 84% 81% 85% 88% 83% 85% 84% 82% 76% 83% 92% 73% 88% 74% 91% 68% 90% 53% 77% 92% Full trends This table contains the trends over time for the City of Clearwater. The combined "percent positive" responses for each survey year are presented (e.g., excellent/good or yes). If an item was not included during an administration of the survey, no percentage will be shown in the table. If the difference between the 2019 and 2021 surveys is greater than six percentage points, the change is statistically significant. It is important to note that in 2020, The NCS survey was updated to include new and refreshed items. Consequently, some of the trends may be impacted due to wording modifications that could have potentially altered the meaning of the item for the respondent. 72 Please rate how safe or unsafe you feel: From property crime From violent crime From fire, flood, or other natural disaster Please rate the job you feel the Clearwater community does at each of the following. Making all residents feel welcome Attracting people from diverse backgrounds Valuing/respecting residents from diverse backgrounds Taking care of vulnerable residents Please rate each of the following in the Clearwater community. Overall quality of business and service establishments Variety of business and service establishments Vibrancy of downtown/commercial area Employment opportunities Shopping opportunities Cost of living Overall image or reputation Please also rate each of the following in the Clearwater community. Traffic flow on major streets Ease of public parking Ease of travel by car Ease of travel by public transportation Ease of travel by bicycle Ease of walking Well-planned residential growth Well-planned commercial growth Well-designed neighborhoods Preservation of the historical or cultural character of the community Public places where people want to spend time Variety of housing options Availability of affordable quality housing Overall quality of new development Overall appearance Cleanliness Water resources Air quality 71% 81%64% 50% 65% 63% 64% 67% 35% 67% 54% 34% 70% 74% 68% 35% 72% 44% 32% 53% 69% 43% 77% 47% 33% 65% 72% 41% 76% 35% 30% 59% 67% 75% 34% 60% 84% 68% 67% 46% 24% 45% 56% 50% 49% 38% 41% 58% 50% 37% 56% 40% 42% 72% 72% 43% 27% 63% 54% 45% 35% 52% 37% 36% 73% 75% 43% 38% 67% 52% 43% 27% 45% 32% 34% 71% 72% 40% 46% 61% 64% 56% 48% 33% 43% 35% 29% 64% 67% 50% 29% 55% 51% 44% 42% 29% 73 Please also rate each of the following in the Clearwater community. Water resources Air quality Availability of paths and walking trails Fitness opportunities Recreational opportunities Availability of affordable quality food Availability of affordable quality health care Availability of preventive health services Availability of affordable quality mental health care Opportunities to attend cultural/arts/music activities Community support for the arts Availability of affordable quality childcare/preschool K-12 education Adult educational opportunities Sense of civic/community pride Neighborliness of residents Opportunities to participate in social events and activities Opportunities to attend special events and festivals Opportunities to volunteer Opportunities to participate in community matters Openness and acceptance of the community toward people of diver.. Please indicate whether or not you have done each of the following in the last 12 months. Contacted the City of Clearwater for help or information Contacted Clearwater elected officials to express your opinion Attended a local public meeting Watched a local public meeting Volunteered your time to some group/activity Campaigned or advocated for a local issue, cause, or candidate Voted in your most recent local election Used public transportation instead of driving Carpooled with other adults or children instead of driving alone Walked or biked instead of driving Public information services 50% 58% 66% 61% 53% 52% 48% 56% 55% 47% 62% 59% 48% 64% 66% 62% 77% 79% 77% 85% 56% 55% 69% 63% 56% 57% 53% 49% 64% 43% 63% 56% 68% 69% 69% 65% 71% 58% 62% 76% 68% 60% 55% 55% 57% 51% 66% 43% 67% 64% 71% 76% 72% 65% 74% 57% 58% 72% 66% 57% 52% 59% 51% 54% 66% 50% 63% 64% 69% 74% 74% 65% 72% 56% 59% 76% 61% 54% 34% 62% 51% 46% 59% 74% 65% 59% 60% 39% 23% 74% 20% 28% 31% 14% 15% 41% 52% 27% 20% 37% 27% 16% 15% 45% 57% 35% 25% 35% 25% 20% 20% 46% 58% 38% 22% 40% 31% 14% 15% 40% 75% 38% 56% 24% 53% 74 Please indicate whether or not you have done each of the following in the last 12 months.Walked or biked instead of driving Please rate the quality of each of the following services in Clearwater. Public information services Economic development Traffic enforcement Traffic signal timing Street repair Street cleaning Street lighting Sidewalk maintenance Bus or transit services Land use, planning and zoning Code enforcement Affordable high-speed internet access Garbage collection Drinking water Sewer services Storm water management Power (electric and/or gas) utility Utility billing Police/Sheriff services Crime prevention Animal control Ambulance or emergency medical services Fire services Fire prevention and education Emergency preparedness Preservation of natural areas Clearwater open space Recycling Yard waste pick-up Clearwater parks Recreation programs or classes 83% 84% 68% 52% 55% 81% 73% 94% 85% 74% 69% 76% 60% 74% 66% 76% 60% 83% 55% 44% 44% 50% 59% 68% 69% 46% 39% 54% 56% 67% 78% 80% 74% 53% 75% 76% 91% 88% 67% 76% 58% 75% 60% 68% 55% 76% 40% 42% 52% 67% 46% 42% 57% 40% 71% 81% 75% 78% 51% 72% 75% 90% 90% 66% 81% 70% 60% 59% 68% 49% 79% 45% 44% 50% 65% 45% 38% 60% 48% 70% 76% 82% 84% 53% 73% 67% 90% 90% 60% 76% 60% 75% 67% 72% 52% 84% 37% 43% 50% 53% 58% 40% 35% 55% 40% 63% 82% 79% 77% 60% 73% 70% 92% 88% 59% 76% 60% 69% 50% 89% 42% 38% 55% 57% 67% 63% 51% 42% 59% 36% 71% 75 Please rate the quality of each of the following services in Clearwater. Clearwater parks Recreation programs or classes Recreation centers or facilities Health services Public library services Overall customer service by Clearwater employees Please rate the following categories of Clearwater government performance. The value of services for the taxes paid to Clearwater The overall direction that Clearwater is taking The job Clearwater government does at welcoming resident involv.. Overall confidence in Clearwater government Generally acting in the best interest of the community Being honest Being open and transparent to the public Informing residents about issues facing the community Treating all residents fairly Treating residents with respect Overall, how would you rate the quality of the services provided by each of the following? The City of Clearwater The Federal Government Please rate how important, if at all, you think it is for the Clearwater community to focus on each of the following in the coming two years. Overall economic health Overall quality of the transportation system Overall design or layout of residential and commercial areas Overall quality of the utility infrastructure Overall feeling of safety Overall quality of natural environment Overall quality of parks and recreation opportunities Overall health and wellness opportunities Overall opportunities for education, culture, and the arts Residents' connection and engagement with their community In general, how many times do you: Access the internet from your home Access the internet from your cell phone Visit social media sites Use or check email 79% 88% 70% 78% 77% 69% 86% 72% 71% 73% 83% 75% 74% 71% 81% 77% 76% 75% 88% 76% 74% 59% 52% 46% 49% 53% 49% 45% 53% 58% 54% 46% 46% 46% 44% 47% 47% 48% 50% 52% 48% 49% 50% 52% 53% 45% 49% 47% 44% 46% 50% 48% 43% 47% 48% 47% 70% 46% 70% 38% 77% 40% 75% 40% 70% 69% 77% 83% 87% 89% 91% 90% 80% 82% 92% 71% 76% 75% 85% 90% 80% 90% 73% 76% 78% 85% 93% 77% 91% 76% 79% 81% 86% 93% 76% 92% 78% 91% 94% 76 In general, how many times do you: Visit social media sites Use or check email Share your opinions online Shop online Please rate your overall health. What impact, if any, do you think the economy will have on your fa.. 49% 29% 95% 74%62%61%61% 31%38%33%24%10% 77 The National Community Survey™ • © 2001-2021 National Research Center, Inc. The City of Clearwater 2021 Community Survey Page 1 of 5 Please complete this survey if you are the adult (age 18 or older) in the household who most recently had a birthday (the year of birth does not matter). Your responses are confidential and no identifying information will be shared. 1. Please rate each of the following aspects of quality of life in Clearwater. Excellent Good Fair Poor Don’t know Clearwater as a place to live ................................................................................................ 1 2 3 4 5 Your neighborhood as a place to live .............................................................................. 1 2 3 4 5 Clearwater as a place to raise children ........................................................................... 1 2 3 4 5 Clearwater as a place to work ............................................................................................ 1 2 3 4 5 Clearwater as a place to visit .............................................................................................. 1 2 3 4 5 Clearwater as a place to retire ........................................................................................... 1 2 3 4 5 The overall quality of life in Clearwater ......................................................................... 1 2 3 4 5 Sense of community ................................................................................................................ 1 2 3 4 5 2. Please rate each of the following characteristics as they relate to Clearwater as a whole. Excellent Good Fair Poor Don’t know Overall economic health of Clearwater .......................................................................... 1 2 3 4 5 Overall quality of the transportation system (auto, bicycle, foot, bus) in Clearwater ......................................................................................................................... 1 2 3 4 5 Overall design or layout of Clearwater’s residential and commercial areas (e.g., homes, buildings, streets, parks, etc.) ................................................. 1 2 3 4 5 Overall quality of the utility infrastructure in Clearwater (water, sewer, storm water, electric, gas) ................................................................ 1 2 3 4 5 Overall feeling of safety in Clearwater ............................................................................ 1 2 3 4 5 Overall quality of natural environment in Clearwater ............................................ 1 2 3 4 5 Overall quality of parks and recreation opportunities ............................................ 1 2 3 4 5 Overall health and wellness opportunities in Clearwater ...................................... 1 2 3 4 5 Overall opportunities for education, culture, and the arts..................................... 1 2 3 4 5 Residents’ connection and engagement with their community .......................... 1 2 3 4 5 3. Please indicate how likely or unlikely you are to do each of the following. Very Somewhat Somewhat Very Don’t likely likely unlikely unlikely know Recommend living in Clearwater to someone who asks ..................1 2 3 4 5 Remain in Clearwater for the next five years ........................................1 2 3 4 5 4. Please rate how safe or unsafe you feel: Very Somewhat Neither safe Somewhat Very Don’t safe safe nor unsafe unsafe unsafe know In your neighborhood during the day ...................................... 1 2 3 4 5 6 In Clearwater’s downtown/commercial area during the day ............................................................................... 1 2 3 4 5 6 From property crime ....................................................................... 1 2 3 4 5 6 From violent crime ........................................................................... 1 2 3 4 5 6 From fire, flood, or other natural disaster ............................. 1 2 3 4 5 6 5. Please rate the job you feel the Clearwater community does at each of the following. Excellent Good Fair Poor Don’t know Making all residents feel welcome ................................................................................... 1 2 3 4 5 Attracting people from diverse backgrounds .............................................................. 1 2 3 4 5 Valuing/respecting residents from diverse backgrounds ...................................... 1 2 3 4 5 Taking care of vulnerable residents (elderly, disabled, homeless, etc.) ........... 1 2 3 4 5 6. Please rate each of the following in the Clearwater community. Excellent Good Fair Poor Don’t know Overall quality of business and service establishments in Clearwater ............ 1 2 3 4 5 Variety of business and service establishments in Clearwater ............................ 1 2 3 4 5 Vibrancy of downtown/commercial area ..................................................................... 1 2 3 4 5 Employment opportunities ................................................................................................. 1 2 3 4 5 Shopping opportunities ........................................................................................................ 1 2 3 4 5 Cost of living in Clearwater.................................................................................................. 1 2 3 4 5 Overall image or reputation of Clearwater ................................................................... 1 2 3 4 5 The National Community Survey™ • © 2001-2021 National Research Center, Inc. Page 2 of 5 7. Please also rate each of the following in the Clearwater community. Excellent Good Fair Poor Don’t know Traffic flow on major streets ............................................................................................... 1 2 3 4 5 Ease of public parking ............................................................................................................ 1 2 3 4 5 Ease of travel by car in Clearwater ................................................................................... 1 2 3 4 5 Ease of travel by public transportation in Clearwater ............................................. 1 2 3 4 5 Ease of travel by bicycle in Clearwater ........................................................................... 1 2 3 4 5 Ease of walking in Clearwater ............................................................................................ 1 2 3 4 5 Well-planned residential growth ...................................................................................... 1 2 3 4 5 Well-planned commercial growth .................................................................................... 1 2 3 4 5 Well-designed neighborhoods ........................................................................................... 1 2 3 4 5 Preservation of the historical or cultural character of the community ............ 1 2 3 4 5 Public places where people want to spend time ........................................................ 1 2 3 4 5 Variety of housing options ................................................................................................... 1 2 3 4 5 Availability of affordable quality housing ..................................................................... 1 2 3 4 5 Overall quality of new development in Clearwater .................................................. 1 2 3 4 5 Overall appearance of Clearwater .................................................................................... 1 2 3 4 5 Cleanliness of Clearwater ..................................................................................................... 1 2 3 4 5 Water resources (beaches, lakes, ponds, riverways, etc.) ..................................... 1 2 3 4 5 Air quality .................................................................................................................................... 1 2 3 4 5 Availability of paths and walking trails .......................................................................... 1 2 3 4 5 Fitness opportunities (including exercise classes and paths or trails, etc.) ... 1 2 3 4 5 Recreational opportunities .................................................................................................. 1 2 3 4 5 Availability of affordable quality food ............................................................................ 1 2 3 4 5 Availability of affordable quality health care ............................................................... 1 2 3 4 5 Availability of preventive health services ..................................................................... 1 2 3 4 5 Availability of affordable quality mental health care ............................................... 1 2 3 4 5 Opportunities to attend cultural/arts/music activities .......................................... 1 2 3 4 5 Community support for the arts ........................................................................................ 1 2 3 4 5 Availability of affordable quality childcare/preschool ............................................ 1 2 3 4 5 K-12 education .......................................................................................................................... 1 2 3 4 5 Adult educational opportunities ....................................................................................... 1 2 3 4 5 Sense of civic/community pride ........................................................................................ 1 2 3 4 5 Neighborliness of residents in Clearwater.................................................................... 1 2 3 4 5 Opportunities to participate in social events and activities .................................. 1 2 3 4 5 Opportunities to attend special events and festivals ............................................... 1 2 3 4 5 Opportunities to volunteer .................................................................................................. 1 2 3 4 5 Opportunities to participate in community matters ................................................ 1 2 3 4 5 Openness and acceptance of the community toward people of diverse backgrounds ..................................................................................................... 1 2 3 4 5 8. Please indicate whether or not you have done each of the following in the last 12 months. No Yes Contacted the City of Clearwater (in-person, phone, email, or web) for help or information ........................ 1 2 Contacted Clearwater elected officials (in-person, phone, email, or web) to express your opinion ............ 1 2 Attended a local public meeting (of local elected officials like City Council or County Commissioners, advisory boards, town halls, HOA, neighborhood watch, etc.) ............................................ 1 2 Watched (online or on television) a local public meeting ............................................................................................... 1 2 Volunteered your time to some group/activity in Clearwater ...................................................................................... 1 2 Campaigned or advocated for a local issue, cause, or candidate .................................................................................. 1 2 Voted in your most recent local election ................................................................................................................................ 1 2 Used bus, rail, subway, or other public transportation instead of driving ............................................................... 1 2 Carpooled with other adults or children instead of driving alone .............................................................................. 1 2 Walked or biked instead of driving ........................................................................................................................................... 1 2 The National Community Survey™ • © 2001-2021 National Research Center, Inc. The City of Clearwater 2021 Community Survey Page 3 of 5 9. Please rate the quality of each of the following services in Clearwater. Excellent Good Fair Poor Don’t know Public information services ............................................................................................. 1 2 3 4 5 Economic development ..................................................................................................... 1 2 3 4 5 Traffic enforcement ............................................................................................................ 1 2 3 4 5 Traffic signal timing ............................................................................................................ 1 2 3 4 5 Street repair ........................................................................................................................... 1 2 3 4 5 Street cleaning ....................................................................................................................... 1 2 3 4 5 Street lighting ........................................................................................................................ 1 2 3 4 5 Sidewalk maintenance ....................................................................................................... 1 2 3 4 5 Bus or transit services ....................................................................................................... 1 2 3 4 5 Land use, planning, and zoning ...................................................................................... 1 2 3 4 5 Code enforcement (weeds, abandoned buildings, etc.) ...................................... 1 2 3 4 5 Affordable high-speed internet access ....................................................................... 1 2 3 4 5 Garbage collection ............................................................................................................... 1 2 3 4 5 Drinking water ...................................................................................................................... 1 2 3 4 5 Sewer services ....................................................................................................................... 1 2 3 4 5 Storm water management (storm drainage, dams, levees, etc.) .................... 1 2 3 4 5 Power (electric and/or gas) utility ............................................................................... 1 2 3 4 5 Utility billing .......................................................................................................................... 1 2 3 4 5 Police/Sheriff services ....................................................................................................... 1 2 3 4 5 Crime prevention ................................................................................................................. 1 2 3 4 5 Animal control ....................................................................................................................... 1 2 3 4 5 Ambulance or emergency medical services ............................................................. 1 2 3 4 5 Fire services ........................................................................................................................... 1 2 3 4 5 Fire prevention and education ....................................................................................... 1 2 3 4 5 Emergency preparedness (services that prepare the community for natural disasters or other emergency situations) ..................................... 1 2 3 4 5 Preservation of natural areas (open space, farmlands, and greenbelts) ..... 1 2 3 4 5 Clearwater open space ...................................................................................................... 1 2 3 4 5 Recycling .................................................................................................................................. 1 2 3 4 5 Yard waste pick-up.............................................................................................................. 1 2 3 4 5 City parks................................................................................................................................. 1 2 3 4 5 Recreation programs or classes .................................................................................... 1 2 3 4 5 Recreation centers or facilities ...................................................................................... 1 2 3 4 5 Health services ...................................................................................................................... 1 2 3 4 5 Public library services ....................................................................................................... 1 2 3 4 5 Overall customer service by Clearwater employees (police, receptionists, planners, etc.) ..................................................................... 1 2 3 4 5 10. Please rate the following categories of Clearwater government performance. Excellent Good Fair Poor Don’t know The value of services for the taxes paid to Clearwater ........................................ 1 2 3 4 5 The overall direction that Clearwater is taking ...................................................... 1 2 3 4 5 The job Clearwater government does at welcoming resident involvement ....................................................................................................................... 1 2 3 4 5 Overall confidence in Clearwater government ....................................................... 1 2 3 4 5 Generally acting in the best interest of the community ...................................... 1 2 3 4 5 Being honest ........................................................................................................................... 1 2 3 4 5 Being open and transparent to the public ................................................................. 1 2 3 4 5 Informing residents about issues facing the community ................................... 1 2 3 4 5 Treating all residents fairly ............................................................................................. 1 2 3 4 5 Treating residents with respect .................................................................................... 1 2 3 4 5 The National Community Survey™ • © 2001-2021 National Research Center, Inc. Page 4 of 5 11. Overall, how would you rate the quality of the services provided by each of the following? Excellent Good Fair Poor Don’t know The City of Clearwater ....................................................................................................... 1 2 3 4 5 The Federal Government .................................................................................................. 1 2 3 4 5 12. Please rate how important, if at all, you think it is for the Clearwater community to focus on each of the following in the coming two years. Very Somewhat Not at all Essential important important important Overall economic health of Clearwater .............................................................................1 2 3 4 Overall quality of the transportation system (auto, bicycle, foot, bus) in Clearwater ............................................................................................................................1 2 3 4 Overall design or layout of Clearwater’s residential and commercial areas (e.g., homes, buildings, streets, parks, etc.) .....................................................1 2 3 4 Overall quality of the utility infrastructure in Clearwater (water, sewer, storm water, electric, gas) ....................................................................1 2 3 4 Overall feeling of safety in Clearwater ...............................................................................1 2 3 4 Overall quality of natural environment in Clearwater ...............................................1 2 3 4 Overall quality of parks and recreation opportunities ...............................................1 2 3 4 Overall health and wellness opportunities in Clearwater .........................................1 2 3 4 Overall opportunities for education, culture, and the arts........................................1 2 3 4 Residents’ connection and engagement with their community .............................1 2 3 4 13. Which of the following sources, if any, do you use to stay informed about issues, services, and events in the City of Clearwater? (Please check all that apply.)  City website (myclearwater.com)  NextDoor  City Facebook  City Newsletters  City Twitter  Local Newspapers  City Instagram  Local TV News  City LinkedIn  My Clearwater Magazine 14. When thinking about ways you receive information about issues, services, and events in Clearwater, what is your single most preferred method for being contacted by the City? (Please select only one response.)  Text alerts  Email  Social Media  Direct Mail  Monthly Newsletter(s)  Other (please specify) 15. Have you contacted a City official or department in the past six months with a community related concern?  Yes go to question 16  No go to question D1 16. If you had contact, please indicate how much you agree, if at all, with each of the following statements about your most recent interaction with a City official or department: Strongly Somewhat Neither agree Somewhat Strongly agree agree nor disagree disagree disagree It was easy to contact the appropriate City official or department ..............................................................................................1 2 3 4 5 My concern was addressed in a reasonable time ........................1 2 3 4 5 My concern was completely resolved ...............................................1 2 3 4 5 City employees were courteous and respectful ...........................1 2 3 4 5 City employees were knowledgeable ...............................................1 2 3 4 5 Overall I was satisfied with my experience ....................................1 2 3 4 5 The National Community Survey™ • © 2001-2021 National Research Center, Inc. The City of Clearwater 2021 Community Survey Page 5 of 5 Our last questions are about you and your household. Again, all of your responses to this survey are confidential and no identifying information will be shared. D1. In general, how many times do you: Several Once A few times Every Less often Don’t times a day a day a week few weeks or never know Access the internet from your home using a computer, laptop, or tablet computer ......................1 2 3 4 5 6 Access the internet from your cell phone .......................1 2 3 4 5 6 Visit social media sites such as Facebook, Twitter, Nextdoor, etc. .......................................................1 2 3 4 5 6 Use or check email ....................................................................1 2 3 4 5 6 Share your opinions online ...................................................1 2 3 4 5 6 Shop online ..................................................................................1 2 3 4 5 6 D2. Please rate your overall health.  Excellent  Very good  Good  Fair  Poor D3. What impact, if any, do you think the economy will have on your family income in the next 6 months? Do you think the impact will be:  Very positive  Somewhat positive  Neutral  Somewhat negative  Very negative D4. How many years have you lived in Clearwater?  Less than 2 years  2-5 years  6-10 years  11-20 years  More than 20 years D5. Which best describes the building you live in?  One family house detached from any other houses  Building with two or more homes (duplex, townhome, apartment, or condominium)  Mobile home  Other D6. Do you rent or own your home?  Rent  Own D7. About how much is your monthly housing cost for the place you live (including rent, mortgage payment, property tax, property insurance, and homeowners’ association (HOA) fees)?  Less than $500  $2,000 to $2,499  $500 to $999  $2,500 to $2,999  $1,000 to $1,499  $3,000 to $3,499  $1,500 to $1,999  $3,500 or more D8. Do any children 17 or under live in your household?  No  Yes D9. Are you or any other members of your household aged 65 or older?  No  Yes D10. How much do you anticipate your household’s total income before taxes will be for the current year? (Please include in your total income money from all sources for all persons living in your household.)  Less than $25,000  $75,000 to $99,999  $25,000 to $49,999  $100,000 to $149,999  $50,000 to $74,999  $150,000 or more D11. Are you Spanish, Hispanic or Latino?  No, not Spanish, Hispanic, or Latino  Yes, I consider myself to be Spanish, Hispanic, or Latino D12. What is your race? (Mark one or more races to indicate what race you consider yourself to be.)  American Indian or Alaskan Native  Asian, Asian Indian, or Pacific Islander  Black or African American  White  Other D13. In which category is your age?  18-24 years  55-64 years  25-34 years  65-74 years  35-44 years  75 years or older  45-54 years D14. What is your gender?  Female  Male  Identify in another way Thank you! Please return the completed survey in the postage-paid envelope to: National Research Center, Inc., PO Box 549, Belle Mead, NJ 08502 NATIONAL COMMUNITY SURVEY 2021 Joelle Castelli Public Communications Director Feb. 28, 2022 Livability 10 Facets of Community Economy Community Design Utilities SafetyMobility Natural Environment Health & Wellness Education, Arts & Culture Inclusivity & EngagementParks & Recreation Survey Overview 531 Respondents 12% Response Rate 4% Margin of Error Level of Confidence +/-6% Margin of Error 95% Confidence Benchmarks&Comparisons Survey Years 2021 2017 2014 20082019 AnalyzingThe Data Analyzing The Data ▪2010 Census ▪2017 American Community Survey ▪Reflective of Larger Community Population Results & Highlights High Quality Of Life High Quality Of Life ▪80% Rated Positively ▪Place to Live ▪Overall Quality of Life ▪Recommend Living Here to Others ▪Plan to Stay ▪Similar to Other Communities & to Our 2019 Results Appreciate Local Government Appreciate Local Gov’t ▪50% Positive Marks ▪Increased From 2019 ▪Similar to Other Communities ▪70% Excellent/Good: ▪Overall City Services ▪Employees’ Customer Service ▪Other Positive Ratings Strong Communication Preferences Strong Communication Preferences ▪66%, Local TV News ▪50%, City Website ▪45%, Newspapers ▪33%, Nextdoor & City Newsletters ▪25%, Facebook & MyClearwater Magazine Preferred Communication Methods ▪26%, Text Alerts ▪24%, Email ▪20%, Direct Mail Mobility Mobility ▪50% Positively Rated Traffic Enforcement, Street Cleaning, Lighting, Sidewalk Maintenance & Bus/Transit Services. ▪Excellent/Good: Ease of Travel by Car, Bicycle & Walking. ▪Similar to Benchmarks & Our 2019 Results. ▪40% Excellent/Good:Traffic Flow, Ease ofPublic Parking, StreetRepair, Traffic SignalTiming, Ease of Travel byPublic Transportation. ▪Similar to Benchmark,Except Ease of PublicParking (Below NationalAverage/Similar to SizedCities). Mobility Residents Feel Safe Residents Feel Safe ▪70% Excellent/Good ▪Safe During Day: ▪92%, Neighborhoods ▪83%, Downtown ▪75%, From Property & Violent Crime ▪70%, From Natural Disasters ▪Similar to Benchmarks Residents Feel Safe ▪80% Favorably Rated Ambulance/Emergency Medical Services, Fire Services & Emergency Preparedness. ▪70% Favorably Rated Police Services, Crime Prevention, Animal Control, & Fire Prevention. ▪Similar to Benchmarks. Facets of Livability Facets Of Livability ▪Resident perceptions oncommunity livabilityprovide an overview ofcommunity strengths andchallenges. ▪All 10 community facetswere rated similar tonational benchmarks. Characteristics as they relate to livability as a whole Overall Economic Health 64% Community Design 58% Utility Infrastructure 65% Safety 69% Mobility 48% Natural Environment 71% Health & Wellness 75% Education, Arts & Culture 58% Inclusivity & Engagement 42% Parks & Recreation 80% Characteristics as they relate to Clearwater as a whole Priorities for The Next Two Years Characteristics as focuses for the coming two years Overall Economic Health 92% Community Design 80% Utility Infrastructure 90% Safety 91% Mobility 82% Natural Environment 89% Health & Wellness 83% Education, Arts & Culture 77% Inclusivity & Engagement 69% Parks & Recreation 87% Characteristics as focuses for the coming two years Key Takeaways We Must Balance Performance & Importance NATIONAL COMMUNITY SURVEY 2021 Joelle Castelli Public Communications Director Feb. 28, 2022 Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#22-0168 Agenda Date: 2/28/2022 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: Office of Management & Budget Agenda Number: 4.1 SUBJECT/RECOMMENDATION: Approve changes to the Penny for Pinellas IV project list, as approved for fiscal years 2021/22 - 2029/30. SUMMARY: On February 14, 2022, staff presented a conceptual plan to relocate and construct a new City Hall on the city-owned lot adjacent to the Municipal Services Building. The City Hall replacement project was established in 2017 using cost estimates at that time and assuming replacement at comparable square footage. Current construction costs and a larger facility to better address future needs of the city result in the need to allocate additional funding to this project. In an effort to accelerate the process and begin formal planning, staff is seeking to revise the Penny for Pinellas project list to reallocate funding for City Hall replacement. On March 6, 1997, the City Council adopted Ordinance 6137-97. The ordinance established the requirement for a special hearing prior to adoption of the capital improvement budget to discuss the use of Penny for Pinellas tax, and at any time in which there is any proposed change to the Penny for Pinellas project funding of $500,000 or more. Changes to Penny for Pinellas projects which meet this criterion: City Hall - This project provides for the relocation and construction of a new City Hall currently funded with $6,650,300 of Penny for Pinellas revenues. Current budget estimates show this funding to be insufficient requiring additional funding. A total of $16,000,000 is planned to be reallocated from the Utilities Infrastructure project to bring the total Penny for Pinellas funding to $22,650,300 for City Hall replacement. Utilities Infrastructure - This project was established to assist the Public Utilities fund in upgrading aging infrastructure. Current and planned future revenue sources are sufficient to fund the capital needs of the utilities department freeing up Penny funds for reallocation. This project will be eliminated and the $16,000,000 planned to be funded in fiscal year 2021/22 through 2028/29 will be allocated to the City Hall project. Page 1 City of Clearwater Printed on 2/24/2022 CITY OF CLEARWATER NOTICE OF PUBLIC HEARING PENNY FOR PINELLAS PROJECTS CITY COUNCIL MEETING Thursday, March 3, 2022 6:00 p.m. A public hearing will be held by the City of Clearwater, in City Council Chambers, Clearwater Main Library, 100 North Osceola Avenue, Clearwater, Florida, regarding the use of Penny for Pinellas funding for the following projects: The following currently approved projects reflect a change in funding level: City Hall – This project provides for the relocation and construction of a new City Hall currently funded with $6,650,300 of Penny for Pinellas revenues. Current budget estimates show this funding to be insufficient requiring additional funding. A total of $16,000,000 is planned to be reallocated from the Utilities Infrastructure project to bring the total Penny for Pinellas funding to $22,650,300 for City Hall replacement. Utilities Infrastructure – This project was established to assist the Public Utilities fund in upgrading aging infrastructure. Current and planned future revenue sources are sufficient to fund the capital needs of the utilities department freeing up Penny funds for reallocation. This project will be eliminated and the $16,000,000 planned to be funded in fiscal year 2021/22 through 2028/29 will be allocated to the City Hall project. Interested parties may appear and be heard at the hearing or file written notice of approval or objection with the City Clerk prior to the hearing. Any person who decides to appeal any decision made by the Council, with respect to any matter considered at such hearing, will need a record of the proceedings and, for such purpose, may need to ensure that a verbatim record of the proceedings is made, which record includes the testimony and evidence upon which the appeal is to be based per Florida Statute 286.0105. Rosemarie Call, CMC City of Clearwater City Clerk P.O. Box 4748, Clearwater, FL 33758-4748 A COPY OF THIS AD IN LARGE PRINT IS AVAILABLE IN THE CITY CLERK DEPARTMENT. ANY PERSON WITH A DISABILITY REQUIRING REASONABLE ACCOMMODATION IN ORDER TO PARTICIPATE IN THIS MEETING SHOULD CALL THE CITY CLERK DEPT WITH THEIR REQUEST AT (727) 562-4090. Penny for Pinellas Project Funding - Proposed Amendment Total Approved Proposed Amended Amended Total Projects Changes Projects 2021/22 2022/23 2023/24 2024/25 2025/26 2026/27 2027/28 2028/29 2029/30 Projected Beginning Balance:4,624,015 5,973,195 541,533 (4,384,165) (4,246,344) 2,862,726 (928,977) 4,731,987 5,688,148 4,624,015 12,699,480 13,016,967 13,342,392 13,675,951 14,017,850 14,368,296 14,727,504 15,095,692 3,868,271 114,812,404 17,323,495 18,990,163 13,883,925 9,291,786 9,771,506 17,231,023 13,798,527 19,827,678 9,556,419 119,436,419 Penny IV Approved Projects: Utilities Infrastructure 16,000,000 (16,000,000) - 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 - Sports Fields & Facilities Upgrades/Improvements 7,000,000 7,000,000 1,000,000 1,500,000 500,000 600,000 600,000 700,000 700,000 700,000 700,000 7,000,000 Fire Engines/Ladder Trucks 4,269,700 4,269,700 648,630 668,090 688,130 708,780 766,540 789,530 4,269,700 Police Vehicles 1,650,000 1,650,000 100,000 150,000 200,000 200,000 200,000 200,000 200,000 200,000 200,000 1,650,000 Fire Vehicle/Equipment Facility 750,000 750,000 750,000 750,000 Police Vehicle/Equipment Facility 750,000 750,000 750,000 750,000 Neighborhood and Community Parks Renovations 3,500,000 3,500,000 400,000 400,000 400,000 400,000 400,000 400,000 400,000 350,000 350,000 3,500,000 Bicycle Paths & Recreation Trails 2,500,000 2,500,000 1,250,000 1,250,000 2,500,000 Aviation Operations Center 760,000 760,000 760,000 760,000 Environmental Park Upgrades 1,500,000 1,500,000 750,000 750,000 1,500,000 Beach Marina Upgrades 15,000,000 15,000,000 7,500,000 7,500,000 15,000,000 Public Works Complex 12,300,000 12,300,000 4,600,000 2,600,000 5,100,000 12,300,000 2,350,300 City Hall 6,650,300 16,000,000 22,650,300 350,300 7,000,000 7,000,000 6,300,000 22,650,300 Total Proposed Penny Projects 72,630,000 72,630,000 Penny IV Interfund Loan Repayment Schedule Police District III 11,000,000 11,000,000 6,000,000 5,000,000 11,000,000 Waterfront/Bluff Masterplan (Imagine Clearwater)28,500,000 28,500,000 7,500,000 7,000,000 7,000,000 7,000,000 28,500,000 Sports Fields & Facilities (BayCare/Carpenter)6,000,000 6,000,000 6,000,000 6,000,000 118,130,000 - 118,130,000 11,350,300 18,448,630 18,268,090 13,538,130 6,908,780 18,160,000 9,066,540 14,139,530 8,250,000 118,130,000 5,973,195 541,533 (4,384,165)(4,246,344)2,862,726 (928,977)4,731,987 5,688,148 1,306,419 1,306,419 Replacement/Upgrade of Current Infrastructure 3,750,300 18,400,000 18,150,000 14,650,000 3,000,000 12,460,000 3,100,000 8,150,000 1,050,000 68,710,300 Public Safety Infrastructure/Equipment 7,600,000 798,630 868,090 888,130 5,908,780 200,000 966,540 989,530 200,000 18,419,700 New Infrastructure - 1,250,000 1,250,000 - - 7,500,000 7,000,000 7,000,000 7,000,000 31,000,000 Estimated Available Balance Fiscal Years 2021/22 - 2029/30 Estimated Penny IV Proceeds Estimated Revenue Planned Project Expenditures Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#22-0188 Agenda Date: 2/28/2022 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: Parks & Recreation Agenda Number: 5.1 SUBJECT/RECOMMENDATION: Approve a Professional Services Agreement to The Superlative Group, Inc., of Cleveland, OH for asset valuation, naming rights and sponsorship sales services for the Imagine Clearwater Project in a not to exceed amount of $69,000, which includes a 15% contingency, pursuant to Request for Proposal (RFP) 50-21, and authorize the appropriate officials to execute same. (consent) SUMMARY: On April 12, 2021, Council authorized the issuance of a Request for Proposal to seek a qualified firm to provide naming rights and sponsorship valuation services for the Imagine Clearwater Project. On August 23, 2021, the City issued RFP 50-21, Asset Inventory, Valuation and Naming Rights Services, and received four responses from qualified companies that could provide professional services related to asset inventorying, sponsorship valuation, and identify competitive solutions for the naming rights of Coachman Park, in consideration of feedback provided at the Council Work Session on August 2, 2021. A team of city staff representing the Engineering and Parks & Recreation Department reviewed each proposal and conducted presentations with the top two ranked firms. The Superlative Group was ranked highest in its ability to meet the City’s technical requirements. The proposed contract includes a two-phased approach. Phase I will provide for an inventory and valuation of all assets that Coachman Park has available to generate revenue. The optional Phase II provides for the development of a strategic sales campaign to identify a preferred sponsoring party for the Imagine Clearwater Venue. The Parks and Recreation Department is recommending approval for Phase I of the agreement, with an estimated project duration of four months. Staff will present the Phase I findings to Council at a future date and request further direction for an optional Phase II approach, which consists of Naming Rights and Sponsorship Sales Services. APPROPRIATION CODE AND AMOUNT: Funds are available in General Fund Non-Departmental cost code 0107010-530100, Professional Services, to fund the cost of this contract. USE OF RESERVE FUNDS: N/A Page 1 City of Clearwater Printed on 2/24/2022 October 29, 2021 NOTICE OF INTENT TO AWARD The Selection Committee and the Procurement Division recommend award of Request for Proposals #50-21, Asset Inventory, Valuation and Naming Rights Services, to The Superlative Group. Contract negotiations will begin with The Superlative Group, with a recommendation to be taken to Council in the near future. Inquiries regarding this Intent to Award can be directed to the City’s Procurement Manager at Lori.Vogel@myclearwater.com. Posted on this date by: Lori Vogel Lori Vogel Procurement Manager Naming Rights & Sponsorship Valuation & Sales Services Clearwater, Florida 2843 Franklin Blvd. Cleveland, OH 44113 | Phone: 216.592.9400 | www.superlativegroup.com CITY OF CLEARWATER RFP 50-21 2 Table of Contents Tab Title Page 1 Letter of Transmittal 3 2 Demonstrated Experience & Project Personnel 4 3 Project Methodology, Approach & Timeline 35 4 References 42 5 Cost of Consulting Services 43 6 Other Forms Appendix THE SUPERLATIVE GROUP - 2843 FRANKLIN BLVD. - CLEVELAND, OHIO 44113 - (216) 592-9400 Valeria Craig, CPPB Sr. Procurement Analyst City of Clearwater Attn: Procurement Division, RFP #50-21 PO Box 4748 Clearwater, FL 33758-4748 September 28, 2021 Dear Ms. Craig, We are pleased to submit the following proposal in response to the City of Clearwater’s RFP #50-21 for Asset Inventory, Valuation, and Naming Rights Services. We believe the following proposal demonstrates our core competencies and distinguished history in Naming Rights and sponsorship valuation, development and execution on behalf of many municipalities and governmental entities. Our proposal also highlights how Superlative is uniquely qualified to efficiently work with the City of Clearwater. We understand the requirements of this RFP and are committed to provide all services and features we have outlined in this proposal within the allotted timeframe that the RFP specifies. Our team’s experience and knowledge of the industry will be an asset to your team as you navigate this initiative. Pat Nieser, Executive Vice President, will be the Project Manager for this project. He will be supported by Superlative’s full team of valuation specialists and sales executives listed in our proposal on pages 28-32. We look forward to the opportunity to meet with you and other stakeholders to answer questions, discuss the methodology our firm has developed and explain how we plan to leverage our expertise and experience to lead the City in this exciting opportunity. Good luck and good selling, Myles C. Gallagher President & CEO CITY OF CLEARWATER RFP 50-21 4 Sponsorship is Evolving. We’re Leading the Way. Headquartered in Cleveland, OH, with satellite offices in Las Vegas, NV, and London, UK, The Superlative Group is the foremost expert in the valuation and sale of Naming Rights and corporate sponsorships for public and private sector clients. Founded in 1994 by current President and CEO Myles Gallagher, Superlative is an industry-leading team of sales executives, valuation analysts, attorneys and accountants that manage the entire sponsorship marketing process from stakeholder engagement, industry research and valuation to negotiating, closing and stewarding of partnerships. Over the past 27 years, Superlative has delivered more than $2.7 billion in Naming Rights, sponsorship and premium seating revenue for our clients. OUR MISSION & VALUES At Superlative, superior customer service has been woven into the fabric of our firm since its inception. As a result, Superlative’s culture and core beliefs are rooted in exceeding our clients’ expectations. Our client focus is evident by the manner in which we organize and manage our projects: • Understanding each client’s needs, objectives and desires; • Building a sponsorship marketing and sales plan that meets those goals; • Drawing upon our extensive experience to optimize Naming Rights and sponsorship inventory; • Maximize sponsorship revenues through sales propositions and long-term agreements; • Supplying senior management and on-site staff to direct and execute each plan • Providing immediate feedback and ongoing reporting to each client as the project progresses. OUR APPROACH The Naming Rights and sponsorship industry is continually changing because we are changing it. Our approach challenges the outmoded belief that sponsorships are sold primarily by intangibles. We use an impressions-based valuation methodology that employs real-world values that can be later justified in a sales pitch. We speak the language sponsors speak, plain and simple. Every day, our executives are challenged to create innovative partnerships that will deliver optimum value to each client—whether it’s a property or a spons CITY OF CLEARWATER RFP 50-21 5 Experience NAMING RIGHTS, SPONSORSHIP ASSET INVENTORY, VALUATION & SALES SUMMARY OF SERVICES The Superlative Group was engaged to value and sell the Naming Rights to American Airlines Arena, home of the Miami HEAT, in Miami, Florida. Once the comprehensive valuation was completed, Superlative secured a 19-year Naming Rights partnership totaling more than $215 million. The partnership was secured with FTX, a leading cryptocurrency exchange platform founded by Sam Bankman-Fried. The partnership is the first of its kind and spearheaded a full category policy review by the NBA in anticipation of a massive influx of new sponsorship revenue from consumer-focused cryptocurrency exchange platforms, banks and other supporting industries. CASE STUDY | FTX ARENA CITY OF CLEARWATER RFP 50-21 6 COUNTYWIDE SPONSORSHIP PROGRAM ADMINISTRATOR SUMMARY OF SERVICES Beginning in October 2016, The Superlative Group has a five-year contract with Miami-Dade County to perform a County-wide asset inventory, evaluate the marketability and sponsorship potential for for County-owned assets and develop a strategic sales campaign in order to secure marketing partnerships. Opportunities include Naming sponsors, category partners and other corporate sponsors for County agencies, including Miami International Airport, Jackson Health System, Miami-Dade Transit, Zoo Miami and Port Miami. Currently, the project team is in the process of securing a County-wide single-source beverage rights agreement and conducting the Phase I valuation of Miami-Dade Transit assets for the Department of Transportation and Public Works. CASE STUDY | MIAMI-DADE COUNTY, FL CITY OF CLEARWATER RFP 50-21 7 NAMING RIGHTS, SPONSORSHIP ASSET INVENTORY, VALUATION & SALES SUMMARY OF SERVICES The Superlative Group was recently hired by the City of Doral, Florida, to complete a full asset database development, valuation and comprehensive Naming Rights and sponsorship policy for the City’s Parks and Recreation Department with a focus on their new Amateur Sports Complex. The Department operates and maintains nine parks with an abundance of amenities for all ages and lifestyles including: a community center, lighted sports fields, basketball courts, volleyball courts, bike trails, exercise stations, playgrounds, pavilions, etc. The project team has commenced their Phase I Valuation. CASE STUDY | CITY OF DORAL CITY OF CLEARWATER RFP 50-21 8 CITYWIDE SPONSORSHIP PROGRAM ADMINISTRATOR SUMMARY OF SERVICES The project team was tasked by the Parks & Recreation Department of the City of Miami Beach to complete a revenue potential study on various assets in their portfolio including the feasibility of a single-source soft drink agreement, official partnerships and Naming Rights. Superlative executed a single-source soft drink agreement with Coca-Cola on behalf of the City. The 10-year agreement makes Coca-Cola the exclusive and official non- alcoholic beverage and recycling partner of Miami Beach. Coca-Cola agreed to provide “revenue enhancement opportunities” and advertising sales support to the City of Miami Beach. At 10 years and $7 million, this was the largest soft drink agreement for a municipality in the world at the time. CASE STUDY | CITY OF MIAMI BEACH, FL CITY OF CLEARWATER RFP 50-21 9 NAMING RIGHTS, SPONSORSHIP ASSET INVENTORY, VALUATION & SALES SUMMARY OF SERVICES The Superlative Group was hired in January 2014 to conduct a valuation of assets inside and outside the Sacramento Community Theater that could benefit from corporate partnerships and sponsorships. In April 2014, the valuation team delivered the completed asset inventory and valuation to the City that identified the value of Theater Naming Rights and other key assets. The project team was subsequently re-hired by the City in May 2017 to re-visit Naming Rights and sponsorships for the Theater, Convention Center and Memorial Auditorium. The project team has completed a comprehensive report outlining key findings including top-tier partnerships and/or donor categories and key prospects for Naming Rights outreach. Most recently, the sales team finalized a 25-year, $23 million Naming Rights deal with SAFE Credit Union for the Theater and Convention Center. CASE STUDY | CITY OF SACRAMENTO. CA CITY OF CLEARWATER RFP 50-21 10 NAMING RIGHTS, SPONSORSHIP ASSET INVENTORY, VALUATION & SALES SUMMARY OF SERVICES The Superlative Group was hired as the exclusive Naming Rights consultant for the Cleveland Convention Center and Global Center for Health Innovation. The project team delivered a complete asset inventory and valuation. This included recommendation for the best approach to maximizing revenues, project asset prioritization, innovative ways to package assets for potential partners and determining a fair market value for Naming Rights to the Cleveland Convention Center and Global Center for Health Innovation. Superlative announced an agreement between the Cleveland Convention Center and FirstMerit Bank (now Huntington Bank) for Naming Rights, making the convention center the “FirstMerit Convention Center of Cleveland” (now “Huntington Convention Center of Cleveland”). The agreement is worth $10 million over 20 years. CASE STUDY | HOUSTON FIRST CORPORATION CASE STUDY | CUYAHOGA COUNTY, OH CITY OF CLEARWATER RFP 50-21 11 NAMING RIGHTS, SPONSORSHIP ASSET INVENTORY, VALUATION & SALES SUMMARY OF SERVICES The Superlative Group was hired by SMG, South Towne Exposition Center and Salt Palace Convention Center to value the assets and develop a marketing plan to sell Naming Rights to the convention centers. Within a few months, Superlative delivered a comprehensive asset inventory and valuation for Naming Rights to the centers as well as exhibition halls and pre-function areas. The project team also provided opportunities for category sponsorships throughout the facility. Superlative has secured a 10-year, $1.59 million pouring rights agreement with Coca-Cola and, more recently, secured Mountain America Credit Union as the Naming Rights partner to the South Towne Exposition Center at $4 million over 10 years. CASE STUDY | CITY OF SALT LAKE CITY, UT CITY OF CLEARWATER RFP 50-21 12 NAMING RIGHTS, SPONSORSHIP ASSET INVENTORY, VALUATION & SALES SUMMARY OF SERVICES The Superlative Group was hired by Placer Valley Tourism for detailed asset valuation to be followed by sponsorship and Naming Rights sales of their assets. Placer Valley redeveloped the county fairgrounds and rebranded the venue as @the Grounds to include a new sports complex and other highly visible attractions. Upon starting the sales campaign, Superlative secured an exclusive pouring rights agreement as well as an exclusive partnership for internet and telecommunication services for @the Grounds. With the 160,000-square foot event center opening in early 2020, The Superlative Group recently finalized a naming rights agreement that will generate in excess of $4 million over a 20-year term agreement. CASE STUDY | PLACER VALLEY, CALIFORNIA CITY OF CLEARWATER RFP 50-21 13 NAMING RIGHTS, SPONSORSHIP & PREMIUM SEATING VALUATION & SALES SUMMARY OF SERVICES Superlative signed an agreement with the San Diego Symphony Orchestra to develop a holistic marketing and corporate fundraising strategy for the organization. The project includes a Fair Market Valuation of Naming Rights opportunities at the Jacobs Music Center—the Orchestra's home venue—and The Rady Shell at Jacobs Park, as well as an assessment of the potential revenue to be realized through premium seating sales at the Park, Concert Series Sponsorships and organization-wide Exclusive Partnerships in a variety of industry categories. The Superlative Group completed its Phase I analysis in May 2018 and is currently in Phase II strategic sales campaign for the Orchestra. To date, Superlative has secured an exclusive pouring rights agreement, hotel sponsorship, and multiple other partnerships including single-event and programmatic sponsorship for the inaugural summer season. CASE STUDY | SAN DIEGO SYMPHONY CITY OF CLEARWATER RFP 50-21 14 NAMING RIGHTS, SPONSORSHIP ASSET INVENTORY, VALUATION & SALES SUMMARY OF SERVICES The Superlative Group was selected in June 2015 to serve as the sole Naming Rights and sponsorship consultant for the Rockford Park District’s Sportscore Downtown and Sportscore II. The Rockford Park District is the third largest park and recreation system in Illinois and its network includes four sports complexes, five golf courses, four museums, two ice arenas, an equestrian center and numerous recreational paths and public gardens. The project team secured University of Wisconsin Health as the Naming Rights partner to the Sportscore Downtown at 10 years and $2.1 million as well as MercyRockford Health System on a 10-year, $1.9 Naming Rights agreement to Sportscore I, Sportscore II and the Indoor Sports Center. CASE STUDY | ROCKFORD PARK DISTRICT, IL CITY OF CLEARWATER RFP 50-21 15 NAMING RIGHTS, SPONSORSHIP ASSET INVENTORY, VALUATION & SALES SUMMARY OF SERVICES The City of Palmdale hired The Superlative Group to serve as its exclusive sales and management agency to provide sponsorship sales and management services for City programs, events and facilities. Opportunities include on-site promotions, product sales, special events, sampling and more. The project team delivered a Phase I report, which identified and valued their current sponsorship assets, as well as identified potential new sponsorship assets to market and ultimately sell Naming Rights and sponsorships. Once the valuation was completed, the team moved into Phase II and immediately procured a City-wide Pouring Rights partnership totaling over $300,000. In addition to the Pouring Rights agreement, the team also secured a Title Sponsorship totaling $275,000 for the City’s new Fitness Court currently under construction at the Pelona Vista Park. CASE STUDY | CITY OF PALMDALE, CA CITY OF CLEARWATER RFP 50-21 16 NAMING RIGHTS, SPONSORSHIP ASSET INVENTORY, VALUATION & SALES SUMMARY OF SERVICES Superlative was hired by Sedgwick County to evaluate the Naming Rights, sponsorship and premium seating revenue potential of their new downtown arena, home of the Wichita State Shockers’ basketball team. Through focus groups, industry-standard benchmarking and individual one-on-one interviews with potential corporate or individual customers, the project team provided the County with a revenue projection report within 3% variance of the actual revenue generated. The project team was subsequently retained as the exclusive sales agent on behalf of Sedgwick County. In addition to the 25-year, $8.75 million Naming Rights agreement with INTRUST Bank for the naming of the arena, naming partners were secured for the Entrance Plaza (Cessna Aircraft Company) and Main Concourse (Spirit AeroSystems) were delivered for $3 million each. CASE STUDY | SEDGWICK COUNTY, KS CITY OF CLEARWATER RFP 50-21 17 NAMING RIGHTS, SPONSORSHIP ASSET INVENTORY, VALUATION & SALES SUMMARY OF SERVICES The Superlative Group was selected in April 2015 to secure Naming Rights and sponsorship partners for Minnesota United Football Club’s soccer stadium (National Sports Center), indoor multisport complex (Bielenberg Sports Complex) and the team kits. The project team completed a full asset inventory and valuation on the Bielenberg Sports Complex prior to the sale of Naming Rights and sponsorships. Superlative secured a 10-year, $3 million Naming Rights agreement to the Beilenberg Sports Complex with HealthEast Care System. CASE STUDY | CITY OF WOODBURY, MN CITY OF CLEARWATER RFP 50-21 18 NAMING RIGHTS, SPONSORSHIP ASSET INVENTORY, VALUATION & SALES SUMMARY OF SERVICES Superlative was hired to provide fundraising consulting services for the City’s Spectator Facility, the new home of the Ontario Hockey League’s Niagara IceDogs. The project team secured a 25-year, $5.26 million Naming Rights agreement with Meridian Credit Union, making it the most lucrative Naming Rights agreement in the Ontario Hockey League. Superlative also sold the 25 luxury suites in only two weeks, generating an additional $2.6 million in contractually obligated revenue. Superlative then secured over $2 million in club seats sales and an additional $2.5 million in sponsorship sales. Sponsorship sales included: • 10-year agreement with Canadian Automobile Association for $400,000 • 10-year agreement with Coca-Cola for $750,000 (this is a citywide pouring rights agreement) • 10-year agreement with Molson for $500,000 • 10-year agreement with Casino Niagara for $300,000 CASE STUDY | CITY OF ST. CATHARINES, ON, CA CITY OF CLEARWATER RFP 50-21 19 NAMING RIGHTS, SPONSORSHIP ASSET INVENTORY, VALUATION & SALES SUMMARY OF SERVICES In 2014, The Superlative Group was hired by Houston First to secure a pouring rights partner for a number of their theatres and entertainment facilities. The project team successfully secured Coca-Cola as the pouring rights partner under a 5-year, $2.14 million agreement. In February 2017, the project team was re-hired by Houston First to value assets and pursue Naming Rights and sponsorship partners. Assets include the George R. Brown Convention Center, Theater District (Wortham Theater and Jones Hall), Miller Outdoor Theater and a number of parking garages. Superlative has completed the Phase I Valuation report and has moved into the sales phase to procure the most valuable assets first. CASE STUDY | HOUSTON FIRST CORPORATION CITY OF CLEARWATER RFP 50-21 20 NAMING RIGHTS, SPONSORSHIP ASSET INVENTORY, VALUATION & SALES SUMMARY OF SERVICES Superlative was hired as the exclusive agent to serve the City and County of Denver for its sponsorship sales and management services. Prior to the sales phase, Superlative created in-depth sponsorship valuation for the Denver Coliseum, Denver International Airport, Denver Performing Arts Complex, Red Rocks Amphitheatre and Denver Public Library. Valuation deliverables included valuing currents sponsorship assets and the potential for new assets as well as Naming Rights potential for the Denver Performing Arts Complex, Denver Coliseum and Denver Convention Center. The project team handles all sponsorship activation and sales for Denver Arts & Venues. As the sole agency handling sponsorship for the venue, we handle the scheduling of all onsite activation, fulfillment of all assets as well as all year-end recaps. We also handle the sponsorship of DAV events, such as Yoga on the Rocks, the Five Points Jazz Festival, Film on the Rocks and Fitness on the Rocks. Some of the sponsorship agreements Superlative has secured include: • 3-year agreement with Brown-Forman for nearly $300,000 • 2-year agreement with Southwest Airlines for $240,000 • 3-year agreement with Miller-Coors for $1.1 million • 5-year agreement with Pepsi for $1.3 million • 2-year agreement with Jeep for $330,000 • 3-year agreement with Treasury Wine Estates for $204,000 • 3-year agreement with Red Bull for $180,000 • 2-year agreement with Conoco for $300,000 CASE STUDY | CITY AND COUNTY OF DENVER, CO CITY OF CLEARWATER RFP 50-21 21 NAMING RIGHTS, SPONSORSHIP ASSET INVENTORY & VALUATION SUMMARY OF SERVICES Wolf Trap Foundation for the Performing Arts, the official partner to the National Park Service, retained the Superlative Group to provide Naming Rights and Sponsorship Asset identification and valuation services for its network of iconic venues, including the Filene Center, The Barns at Wolf Trap, Children’s Theatre-in-the-Woods and the Center for Education. The project team has completed its Phase I analysis. CASE STUDY | WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS CITY OF CLEARWATER RFP 50-21 22 NAMING RIGHTS, SPONSORSHIP ASSET INVENTORY, VALUATION & SALES SUMMARY OF SERVICES The Superlative Group was hired by The Cleveland Orchestra, a “Big Five” American orchestra and one of the most sought-after performing ensembles in the world, in May 2017 to value and sell Naming Rights and corporate partnership opportunities at Severance Hall, its home venue in downtown Cleveland, and Blossom Music Center, an outdoor music and entertainment venue owned and maintained by the Orchestra in Cuyahoga Falls, OH. The valuation team completed its Phase I Asset Inventory & Valuation of both facilities. CASE STUDY | CLEVELAND ORCHESTRA CITY OF CLEARWATER RFP 50-21 23 NAMING RIGHTS & POURING RIGHTS CONSULTATION SERVICES SUMMARY OF SERVICES Superlative was hired by Newport Music Festival to identify, package and value sponsorship assets that could breathe new life into a historical event that featured one of the oldest forms of music in the U.S. The project team discovered that despite limited annual attendance compared to other music festivals, the audience was unique—high net worth individuals with familial or business ties to Rhode Island that travel to NMF from all over the world. With this is mind, Superlative created a partnership platform that would entice luxury brands to provide a red-carpet experience for festivalgoers, including in-kind asset development and COVID-era activation ideas that added value to the Festival, attendees and partners (apparel, media, lighting, food and beverage, etc.). Superlative is in active discussions with BMW, Hugo Boss, Valentino and other luxury brands for the 2021 Festival, which had previous sponsorship revenues of <$35,000 annually and could now generate $1.7 million per year. CASE STUDY | NEWPORT MUSIC FESTIVAL CITY OF CLEARWATER RFP 50-21 24 NAMING RIGHTS, SPONSORSHIP ASSET INVENTORY, VALUATION & SALES SUMMARY OF SERVICES The Superlative Group was retained by the Minnesota Orchestra to value and sell Naming Rights, sponsorships and other corporate partnership opportunities for the Orchestra. The orchestra has development plans in place to construct a 20,000-seat outdoor amphitheater that will provide a natural platform to generate excitement in live music and outdoor entertainment in the Minneapolis-St. Paul area. Subsequent to completing the Phase I Valuation, the project team will move into a Phase II Sales Campaign. CASE STUDY | MINNESOTA ORCHESTRA CITY OF CLEARWATER RFP 50-21 25 COUNTYWIDE SPONSORSHIP PROGRAM ADMINISTRATOR SUMMARY OF SERVICES The Superlative Group was hired by Cook County to complete a comprehensive and ongoing valuation assessment of all County assets and Departments and to develop and manage an asset marketing program. As Cook County’s consultant, The Superlative Group was tasked with the assessing and developing a County-wide digital network that would generate significant revenues for the County. This included an evaluation of the entire network as well as the solicitation of proposals from digital signage companies that specialize in customized, highly visible Out-of-Home digital message boards and billboards. Once proposals were received from these companies, Superlative completed an analysis of each proposal and made recommendations to the County. The resulting program created a potential network for the County that could generate up to $75 million over 25 years. CASE STUDY | COOK COUNTY, IL CITY OF CLEARWATER RFP 50-21 26 SPONSORSHIP ASSET INVENTORY VALUATION & SALES SUMMARY OF SERVICES Superlative was hired by the City of Frisco to begin a citywide sponsorship program. The project team was tasked with valuing and assessing city events, facilities, parks and other intangible/intangible assets. Events included in the valuation include Frisco Freedom Fest, Prelude to Freedom Fest, Merry Main Street, Frosty, Daddy Daughter Dance, Easter Eggstravaganza and Mother Son Dance. Facilities and other assets include the Frisco Athletic Center, Frisco Fun Radio, Frisco Fun Guide, Harold Bacchus Community Park, Senior Center, Frisco Heritage Center and Frisco Fire Safety Town. A comprehensive asset inventory and valuation was delivered, and the sales phase has already resulted in a new, city-wide partnership with a major health care network for sponsorship of several community events, initiatives and a presenting partnership for the Frisco Fire Safety Town. CASE STUDY | CITY OF FRISCO, TX CITY OF CLEARWATER RFP 50-21 27 NAMING RIGHTS, SPONSORSHIP ASSET INVENTORY, VALUATION & SALES SUMMARY OF SERVICES The Superlative Group has engaged with Hamilton County Sports Authority for sponsorship and naming rights valuation services to assist the county’s municipalities. The project includes a comprehensive review of the Grand Park multi-purpose sports complex, Pacers Athletic Center, the Fuel Tank ice arena, and other city parks and recreation programs. To date, Superlative has secured over $230,000 in contractually obligated revenue. CASE STUDY | HAMILTON COUNTY SPORTS AUTHORITY CITY OF CLEARWATER RFP 50-21 28 SPONSORSHIP ASSET INVENTORY, VALUATION & SALES SUMMARY OF SERVICES The Superlative Group was retained by the City of Irvine to complete an Assessment and Valuation of  Amenities and Facilities at the Orange County Great Park. The City of Irvine, located in Orange County, California, has a population of nearly 224,000, and covers 65 square miles. The Orange County Great Park on a section of the former Marine Corps Air Station El Toro, continues its evolution across approximately 1,300 acres as it attracts visitors to its ongoing amenities. The city-owned Great Park is an arts and sports recreational hub with 688 acres of parkland. Within that acreage is the development of a 194-acre Sports Complex. Recently, the project team has begun the Phase II Sales Campaign. CASE STUDY | CITY OF IRVINE, CA CITY OF CLEARWATER RFP 50-21 29 Project Personnel MYLES GALLAGHER, President & CEO Professional Qualifications: 34 years of Naming Rights and Sponsorship experience, 27 years as President and CEO of The Superlative Group Educational Attainment: B.A., John Carroll University Background: A sales and marketing leader with 34 years of experience in Sports Marketing, Corporate Consulting, Entertainment Property representation and Municipal Marketing, Gallagher opened his full-service agency, The Superlative Group, Inc., in January 1994. Before founding The Superlative Group, Myles played a key role in premium seating and sponsorship sales with the Cleveland Indians during their transition from Cleveland Municipal Stadium to Jacobs Field (now Progressive Field) in the early 90s. Myles also served in IMG’s Motorsports Division, responsible for driver endorsements and team representation, as well as the sales and marketing of Motorsports events, where he represented such brands as Eddie Cheever, Jackie Stewart, and Emerson Fittipaldi and directed sales of the Marlboro Grand Prix and other prestigious properties. Prior to IMG, Myles served as the youngest brand manager in the tire industry at Dunlop Tire Corporation. Gallagher pioneered the field of Municipal Marketing and has led the transition of Naming Rights from a sports stadium niche to an integral part of public infrastructure financing. KYLE CANTER, Chief Operating Officer Professional Qualifications: 16 years of experience in Naming Rights & sponsorship valuation, sales and consulting Educational Attainment: B.A., Tiffin University Background: As Chief Operating Officer of The Superlative Group, Canter is responsible for all aspects of business development, client management, strategic planning, staffing, financial forecasting and sales. Canter has 16 years of experience in the Naming Rights and corporate sponsorship analysis and sales arena. He’s worked in the areas of municipal marketing, consulting, auto racing, basketball, baseball, hockey, music, beach volleyball and figure skating. His unique experience with municipal leaders at the federal, state and local levels combined with his understanding of C-suite leaders at some of the world’s most successful and recognizable brands including M&M’s, Anheuser-Busch, Corona, Coca-Cola, PepsiCo, Harley-Davidson, General Motors, The Home Depot, Cleveland Clinic, and Snickers provide him an intuitive understanding of how executive teams value and analyze potential sponsorship and marketing partnerships. As corporate partnerships in higher education continue to expand, Canter has been a leader of the programme at California State University System, the largest system in the world, and many other higher education institutions. He has worked across the professional and minor leagues negotiating and consulting on behalf of sponsors in all categories including healthcare, higher education, financial services, utilities, insurance, automotive, travel and more. CITY OF CLEARWATER RFP 50-21 30 PAT NIESER, Vice President, Corporate Partnerships & Development Project Manager Professional Qualifications: 15 years of experience in professional sports sponsorship sales Educational Attainment: B.S., Ohio University; M.B.A., Ohio University, M.S.A., Ohio University Background: Pat Nieser brings over 15 years of experience in the sponsorship sales world with time spent in the NCAA, MLB, NBA, NFL and digital sports field. He has also consulted, activated and valued marketing opportunities with the majority of his time prior to Superlative spent selling corporate partnerships with the Cincinnati Bengals. During his time in Cincinnati, Pat was involved in major projects such as a stadium-wide Wi-Fi network installation. Since joining Superlative, he has been able to generate several Naming Rights partnerships on behalf of our clients. Nieser has enjoyed working with clients in the CPG, retail, automotive, healthcare, malt beverage and technology industries. He received his Master of Sports Administration from Ohio University and has enjoyed supporting the American Cancer Society, University School and Ohio University through various volunteer and fundraising initiatives. MATTHEW KORTE, Vice President, Corporate Partnerships & Development Professional Qualifications: 14 years of experience in professional sports sales Educational Attainment: B.A. Miami University Background: Matt Korte brings over a decade of experience in sports sales and leadership. As the Vice President of Sponsorship Sales for The Superlative Group, Matt is responsible for all aspects of business development, client management, strategic planning and sponsorship sales. His experience includes stops in Minor League Baseball, the NCAA and most recently the Cleveland Cavaliers prior to joining The Superlative Group. Through the years, Matt’s focus has been on ticket sales leadership and premium inventory sales; including suites, premium seating, sales training and development. During his time with the Cavaliers Matt was instrumental in The Q Transformation Project; spearheading multi-year agreements for new hospitality spaces following a $150M+ renovation to Quicken Loans Arena. Korte has enjoyed working with clients throughout numerous industry sectors, including, but not limited to; Automotive, Construction, Financial Services and Higher Education. He received his B.A. in Political Science from Miami University where he was active within the Athletic Department and ISP/IMG. In his free time, he enjoys spending time with his wife, son and two German Shepherds. ADAM SMITH, Director, Corporate Partnerships & Development Professional Qualifications: 12 years of experience in public and private sector Naming Rights, partnerships, activations, and sponsorship sales Educational Attainment: B.S., The Ohio State University Background: Prior to Superlative, Adam Smith’s experience includes work at The Ohio State University, in Minor League Baseball, and with G3 Marketing. In his most recent and extensive experience, Adam worked on sponsorship activations with Fortune 500 companies, giving them access to prominent athletes from the NBA, NFL, NHL, MLB, PGA, MLS, USWNT, and PLL. Through the years, Adam has also sold and managed brand activations and hospitality to tentpole events that include the NFL Super Bowl Experience, NFL Draft Experience, NCAA Final Four, NBA All-Star, MLB All-Star, NCAA College World Series, and The Masters. Smith has enjoyed engaging with clients in various industries, including, but not limited to, Financial Services, Healthcare, International Franchise, Automotive, and Footwear. CITY OF CLEARWATER RFP 50-21 31 SIMON HAWKINS, ACA Managing Director, UK & Europe Professional Qualifications: 12 years of experience as a Chartered Accountant. Experience on a wide range of fundraising and infrastructure projects which include using a range of funding sources, including Philanthropy, Naming Rights and Corporate Sponsorships. Educational Attainment: M.A., University of Edinburgh Background: Simon Hawkins from Belfast and is an experienced financial accountant and financial modeler with 12 years of experience on a range of Government and Infrastructure projects in the UK, Ireland, United States and Asia. Simon has advised a wide range of Government bodies and private sector clients on financial valuations, statistical analysis and business planning. Simon joined The Superlative Group in 2013 and led the valuation team in the United States on projects in the Sport, Leisure and Transportation sectors. Now located in London, he leads Superlative projects based in the UK & Europe. Before joining Superlative, Simon worked for the Grant Thornton UK LPP Government and Infrastructure Advisory team, where he trained as a financial accountant and gained experience on all aspects of project management, commercial negotiation, strategic planning and business development. Simon worked in an advisory role at the interface between major public entities, banks and private sector infrastructure companies. Simon led the Superlative valuation process on a wide range of projects including the Royal Berkshire NHS Foundation Trust, Connacht Rugby Naming Rights valuation for the redeveloped Sportsground, London 2012 Olympic venues and a wide array of Public Bicycle Hire programmes and Naming Rights valuations for Department of Transportation clients, Convention Centres and major entertainment Arenas. Simon’s experience provides an understanding of the relationship between infrastructure assets and sponsorship opportunities, through direct experience of how executive teams value and analyse potential sponsorship and marketing partnerships. ROSS KENNERLY, Executive Vice President of Analytics, Valuation and Development Professional Qualifications: 17 years of experience previously working for IEG, BeatNIK Marketing Group, Social Capital, Inc. and the University of Nevada, Las Vegas. Educational Attainment: B.A., Alma College; Diplome de Langue Française, Alliance Française Paris Ile-de-France Background: Ross Kennerly brings 17 years of experience in corporate sponsorship valuation, consulting, activation and sales on behalf of both rightsholders and buyers. This includes four years of public sector property consulting with Superlative; more than three years in non-profit management, cause marketing consulting and university preferred partner programme development; three years as a creative consultant for some of the world's most recognizable brands, including RJ Reynolds, Anheuser-Busch InBev, Kraft Foods Group, Jockey and Newell-Rubbermaid; and five years as a sponsorship valuation analyst at IEG. He is responsible for business development, client management and all facets of the Superlative valuation process. Ross led our assignment with Resorts World Genting and was closely involved in Superlative’s valuation of INSPIRE Arena. Before joining Superlative, Ross worked for the University of Nevada, Las Vegas as the university’s sponsorship director, where he was responsible for soliciting corporate investment in Black Fire Innovation, the first public-private partnership between a university and a private casino gaming corporation and the first gaming and hospitality business incubator in the world. Kennerly also directed all corporate fundraising efforts at UNLV, including the UNLV Foundation Annual Dinner; Alumni Association sponsorship and affinity programmes; philanthropic giving to individual colleges and schools; and business partnerships through UNLV Purchasing and Contracts. Additionally, Kennerly served as an advisor to the President’s Cabinet to drive development of UNLV’s university-wide preferred partner programme. In his first year with UNLV, Kennerly raised over $9.9 million in current and future revenues for the university, including multi-year agreements with Herff Jones, Emerald Island Casino, Capgemini SE, Adobe, Panasonic, Salesforce, Nutanix, Intel, LG and more. CITY OF CLEARWATER RFP 50-21 32 Also in the public sector, Ross previously consulted with Social Capital, Inc. to provide non-profit fundraising strategy, lead sales training and raise millions of dollars through sponsorship sales as part of the development teams for more than 10 international non-profits, including the American Society for the Prevention of Cruelty to Animals, Disabled American Veterans, American Red Cross, National 4-H Council, Rotary International, Children's Miracle Network, Feeding America and the National Park Foundation. In the private sector, Ross helped launch the Margaritaville, Bud Light Platinum and Lime-a-Rita brands for A-B InBev; developed a valuation methodology for television product placement for NBC Universal; and secured primary sponsors for Michael Jordan Motorsports’ Aston Martin racing team. AARON CAPUTO, Executive Director, Legal and Client Services Professional Qualifications: 4 years of experience negotiating and drafting a variety of contracts in the sports industry. Educational Attainment: B.A., Ohio Wesleyan University; J.D., Cleveland-Marshall College of Law; LL.M., University of Miami School of Law Background: As Executive Director of Legal and Client Services, Aaron Caputo is primarily responsible for negotiating, drafting, interpreting, and managing contracts on behalf of The Superlative Group, while also assisting in client outreach. Additionally, Aaron supports The Superlative Group by providing general legal counsel and analysis. In his experience, Aaron has focused on transactional law and has provided legal advice in the areas of minor league baseball, professional athlete representation, municipal law, and sports law consultancy. His prior experience most notably consists of negotiating and drafting presenting sponsorship, vendor, suit/loge, and stadium use agreements as well as athlete representation, endorsement, and appearance agreements. CLAIRE REDDY, Executive Director, Client Services Professional Qualifications: 4 years of professional experience in client research and sales development and management Educational Attainment: B.S., The Ohio State University Background: As Executive Director of Client Services, Claire Reddy is responsible for initial and continued client outreach and the development of sales material. She has supported successful sale efforts for FTX Arena, NFTA, the City of Sacramento, Sacramento Regional Transit and more. Claire is vital to client servicing and acts as a direct link between the client and Superlative’s executive team. CITY OF CLEARWATER RFP 50-21 33 JOSH LAW, Director, Analytics & Valuation. Professional Qualifications: 6 years of sales, marketing, and data analytics experience in professional sports Educational Attainment: B.S., M.B.A., M.S.A, Ohio University Background: Josh Law brings a combination of sales, marketing, and data analytics experience into his role as Manager of Analytics & Valuation. After having spent time in ticket sales for the Cincinnati Bengals and Cleveland Indians, he moved into the analytics side of sales and marketing with the Columbus Blue Jackets. He has also worked on consulting projects for the National Football League, National Hockey League, San Diego Padres, Phoenix Suns, and NBC Sports. He is a three-time graduate of Ohio University, receiving his Bachelor’s, MBA, and Master of Sports Administration. ALEC KATSAROS, Director, Analytics & Valuation Professional Qualifications: 4 years of professional experience in industry research and data analytics Educational Attainment: B.S. Miami University Background: As Director of Analytics and Valuation, Alec Katsaros is responsible for project management and industry analytics. He has worked on consulting projects in industry sectors including but not limited to; Higher Education, Municipal Assets & Infrastructure, Professional Sports and Transit. To date, Katsaros has completed over $300 million in valuation work. CITY OF CLEARWATER RFP 50-21 34 Organizational Chart AARON CAPUTO Executive Director, Legal & Client Services (Account Support) MYLES GALLAGHER President & CEO (Valuation & Sales Support) KYLE CANTER Chief Operating Officer (Valuation Support & Sales Lead) JOSH LAW Vice President, Analytics & Valuation (Valuation Support) PAT NIESER Executive Vice President, Corporate Partnerships & Development (Sales Lead) MATT KORTE Vice President, Corporate Partnerships & Development (Sales Support) ROSS KENNERLY Executive Vice President. Analytics, Statistics & Research (Valuation Lead) ALEC KATSAROS Director, Analytics & Valuation (Valuation Support) CLAIRE REDDY Executive Director, Client Services (Account Support) SIMON HAWKINS Managing Director, UK & Europe (Valuation Specialist) ADAM SMITH Director, Corporate Partnerships & Development (Sales Support) SEAN GALLAGHER Director, Corporate Partnerships & Development (Sales Support) CITY OF CLEARWATER RFP 50-21 35 Project Methodology, Approach & Timeline EXECUTIVE SUMMARY Superlative’s sales executives, accountants, analysts and attorneys engineered our approach to sponsorship marketing to focus on maximizing revenue generation for our clients while over-delivering value against each corporate partner’s marketing objectives. From start to finish, each facet of our process is guided by well-rounded sponsorship professionals who have over 100 combined years of practical experience valuing, selling and executing partnerships. Our executives have successful track records working for both properties and sponsors, spanning every sector from convention centers to charitable nonprofits to top tier research universities. This wealth of real-world experience informs our work on a daily basis and ensures that our sponsorship strategy accounts for every marketable asset and capitalizes on every possible revenue stream. Our process is divided into two components: Phase I Valuation and Phase II Strategic Sales. The following sections summarize our valuation methodology, itemize key deliverables and provide standard timelines for completion of each phase of the project. PHASE I: ASSET INVENTORY & VALUATION During Phase I, our team of Valuation specialists identify and value all of the assets that the City of Clearwater’s Coachman Park has available to generate revenue. Our Valuation process includes five key components: 1) Quantitative Analysis; 2) Qualitative Analysis; 3) Contract & Policy Analysis; 4) Industry Benchmarking; and 5) Prospect Identification. Each component is briefly summarized in the following pages. QUANTITATIVE ANALYSIS Quantitative Benefits reflect the ability to effectively measure the return on investment that Coachman Park partners can expect to receive. These include the direct, or tangible, benefits available to the partner. Quantitative Benefits typically form a significant portion of fair market value because each item is quantifiable and guaranteed to the partner. Quantitative Benefits are separated into several categories including: • Property Media Buys; • Signage Benefits; • Print Marketing Collateral; • Social and Digital Media Exposure; and • Display Opportunities. CITY OF CLEARWATER RFP 50-21 36 The first step in identifying quantitative value is by studying real-world media value in the marketplace. This involves understanding the total number of possible impressions available through each asset that reaches the target audience. We identify television, signage, print, digital and social media exposure and then scale impressions for each asset from "valued impressions" to "waste impressions," adjusting the media value accordingly. Standard discount rates range between 10 and 75 percent depending on the type and quality of exposure. Quality of exposure is determined by: • How prevalent the partner’s ID (Name) is through the exposure period; and • The impact of its placement with its intended audience. Our specialists then use pre-impression, or rate-card, values to assign a price or value to each benefit identified. CPMs used for this purpose are culled from local, regional and national advertising rates depending on the scope of the opportunity. Typical CPMs can range from $2.50 for online exposure to $15 for large format out-of-home digital signage. They also represent the most accurate metric by which to determine exposure value for any particular Naming Rights or sponsorship asset. Our quantitative analysis also includes an assessment of the value of engaging the target audience and the quality of exposure received. Understanding the value of each impression with respect to a specific demographic or target audience is an important component. For example, a target student demographic of 18- to 21-year-old females may be considered a "premium audience" by one partner, while another may be trying to reach 35- to 54-year-old males. Our valuation is adjusted accordingly for each opportunity and asset. The final aspect of our quantitative assessment is identifying the costs of engaging the target audience and achieving high-quality exposure. This includes an assessment of the cost of delivery (to the partner) and may include direct costs (installing a hard sign), overhead costs (maintaining a media platform) or development costs. QUALITATIVE ANALYSIS Qualitative Benefits, or intangible benefits, enhance the value of Naming Rights and sponsorships and typically fall outside traditional media platforms making them difficult to quantify. Superlative classifies Qualitative Benefits into five distinct categories based on its extensive experience selling, negotiating and auditing Naming Rights and corporate sponsorships: • Prestige of Property; • Value of Audience; • Opportunity to Activate; • Partner Protection; and • Geographic Reach. Functionally, Qualitative Benefits represent the premium value Naming Rights and sponsorships demand over alternative marketing investments. By simplifying intangible benefits into the above five categories, Superlative is able to effectively justify premium Naming Rights and sponsorship value by focusing on the qualitative aspects of an opportunity that align with the objectives of a corporate marketer. CONTRACT & POLICY ANALYSIS As part of its analysis, Superlative conducts a thorough contract review prior to completing every Phase I report. The goal of this process is to establish a list of any limitations, processes or existing policies that affect a contract. Then Superlative develops a strategy to minimize the effects of those limitations and maximize all of the identified opportunities through a logical priority assessment. Not only are prices, fulfillment obligations and relative value for each party reviewed, but also values against similar contracts with other entities. The value of Naming Rights and sponsorships to Coachman Park will be inhibited by any pre-existing contracts relating to Naming Rights and corporate sponsorships. A thorough understanding of Coachman Park’s existing advertising contracts will assess the impact that existing agreements place on new Naming Rights and sponsorship agreements. The project team spends time early in the project reviewing all relevant statutes, signage regulations and rules to ensure that Coachman Park marketing opportunities, within context of established guidelines, are understood. Superlative remains in close contact with Coachman Park’s legal and executive teams to ensure that the asset database is being developed in a manner that is consistent with Coachman Park’s existing policy regarding assets for marketing purposes. CITY OF CLEARWATER RFP 50-21 37 INDUSTRY BENCHMARKING Superlative maintains an extensive database of Naming Rights and sponsorship agreements that is continuously updated and includes, but is not limited to, Naming Rights and sponsorship contracts from theaters, arenas, park districts, municipalities, convention centers, stadia, transit agencies, Departments of Transportations, universities and nonprofit organizations. Once our Valuation specialists have developed the asset database and determined the Naming Rights and corporate sponsorship value for each opportunity and asset, a list of similar sponsorship contracts, including their terms, associated fees and other pertinent details, is compiled for each asset. The goal of this process is to identify not only the fair market value of each Naming Rights and sponsorship opportunity, but also the minimum (floor) and maximum (ceiling) revenue garnered in the marketplace by similar organizations. Each Naming Rights and sponsorship asset is presented in this manner in our final Phase I report. PROSPECT IDENTIFICATION As a final step, Superlative draws upon its extensive background in Naming Rights and sponsorship sales and its proprietary database to outline prospective partners for each marketable opportunity. This database includes both category identification and major corporate partners within each category. In our experience, optimum revenue generation is attained when there is a comprehensive understanding of: • The inventory available; and • How that inventory aligns with the needs of potential partners. Superlative’s experience in identifying and documenting marketing rights, combined with our knowledge of (and relationships with) large corporations, will give Coachman Park the tools to ensure the maximum revenues are leveraged out of every corporate partnership. CITY OF CLEARWATER RFP 50-21 38 OPTIONAL PHASE II: STRATEGIC SALES CAMPAIGN DEVELOPMENT Superlative’s main priority is to generate maximum revenue for our clients. Upon completion of Phase I, Superlative recommends immediately moving forward with a strategic sales campaign, beginning with the client’s most valuable opportunities. Prioritizing assets in this manner ensures optimum revenue generation by taking the largest asks to market first. To ensure that coverage is comprehensive, Superlative uses a systematic approach to contact marketing partners. PROSPECTING • Collaborate closely with Coachman Park’s leadership and development teams on recommendations they may have; • Exhaust Superlative’s contact database of thousands of corporate contacts, which is continually updated; • Identify and research prospective corporations through various subscribed databases to match the marketing needs of corporations with the logical and most valuable marketing assets of Coachman Park; • Promote sales campaign with a description of Coachman Park’s initiatives through a myriad of resources; • Create presentation material that will provide specific information for potential investments and/or partnerships with Coachman Park as part of the Naming Rights or sponsorship program, including: o Market/Demographic data; o Measured media value; o Value justification for unmeasured media; o Sponsorship benefits and options; o Options for renewal; and o Financial investment. NEGOTIATING AND COMPLETING AGREEMENTS Superlative will assist in any way that is comfortable for Coachman Park. Superlative’s executives can be the upfront negotiator or advise Coachman Park stakeholders, depending on your desire and needs. PRESENT AGREEMENTS TO THE CITY OF COACHMAN PARK EXECUTIVES AND THE MEDIA Superlative is well versed in the appropriate procedures for announcements to local and national media outlets. Superlative will work with Coachman Park to accurately present a negotiated Naming Rights and sponsorships to the appropriate executives and media. It is important that Naming Rights and sponsorships be communicated accurately, both financially and politically, while being cognizant of objections and concerns. CONTRACT FULFILLMENT Superlative will work with Coachman Park to develop a system that accurately tracks the status of newly developed Naming Rights and corporate sponsorships. Our experience shows that contract fulfillment requires participation from development, legal and accounting functions to ensure high-quality partner relationships. MANAGE AND AUDIT ONGOING RIGHTS Superlative establishes post-contract review mechanisms to ensure that all benefits owed to Coachman Park are captured and that the organization is meeting its obligations under these contracts. Superlative is a strong advocate of audits, especially when payments are performance based. ACTIVATION AND AUDIT (TERM OF AGREEMENT) After delivery of a campaign agreement, the project team will assist Coachman Park in the activation and compliance of each aspect of that agreement. Specifically, Superlative will: • Finalize agreement terms and conditions; • Assist Coachman Park with the first year of activation of each Naming Rights and/or sponsorship; • Assist in the development of payment schedules and compliance issues; and • Provide other services as requested by Coachman Park. CITY OF CLEARWATER RFP 50-21 39 PROGRESS REPORTS Superlative understands that effective communication with the client is a critical part of successful project delivery. As part of our standard reporting procedure, we use template reports to provide sales updates: • Following all meetings with target companies regarding any Naming Rights, corporate sponsorship or revenue-potential opportunity; • On a monthly basis, to provide Coachman Park an update on activity during the period. We discuss these periodic sales update reports on a scheduled conference call. Reports are prepared in a template and serve as a record of discussion during sales meetings and log the following project details. Generally, our progress reports include the following information: • Project timescales and sale priorities • Status of progress of deliverables in Scope of Services • Status of all activities, events and efforts • Summary of meetings and presentations • Summary of activity regarding market interest and feedback • Summary of communications with potential partners • Any deviations from project deliverables or schedule • Plan of activities for next 30 days The Superlative Group will agree to the format with Coachman Park’s project team as part of our project initiation process. CITY OF CLEARWATER RFP 50-21 40 PROJECT TIMELINES Superlative understands that every client situation in unique, and our sales and marketing process allows for flexibility and customization depending on Coachman Park’s specific needs. For our engagement, Superlative will complete the following steps: PHASE I VALUATION (3-4 months, immediately following contract execution) WEEKS 1 – 4 • KICKOFF MEETING AND SITE VISITS. Site visits are undertaken as soon as possible to view the assets being valued and kick-start the asset research process. Our valuation team will compile a digital inventory of images and renderings that will be referenced during the valuation process and used in development of promotional materials for the sales implementation process. Concurrent with our site visit, Superlative requests a kickoff meeting at Coachman Park’s offices to introduce our team in person, identify project leads and go over timelines and responsibilities. • GATHERING OF PRELIMINARY INFORMATION. Upon appointment as sales agents on any new engagement, The Superlative Group carries out initial research to review relevant documentation such as strategic plans, design briefs and project renderings to gain an in-depth knowledge of the project and make an accelerated start on our asset identification process. Upon completion of our site visit, Superlative will send Coachman Park staff a detailed Information Request that identifies the key pieces of information that we would like to review as part of our valuation process and present our initial thoughts on the structure of the final report. We will schedule a follow-up call to answer any questions pertaining to our request to facilitate and expedite the information gathering process. WEEKS 5 – 8 • RECEIPT AND REVIEW OF INITIAL INFORMATION. Superlative allows 2-3 weeks for receipt of the bulk of information requested of Coachman Park, although this process will likely continue until the report is finalized, and potentially, throughout the strategic sales process as Superlative obtains interest from potential partners. In most cases, Superlative secures most of what it needs to begin building Coachman Park’s asset database by Week 6. • DEVELOPMENT OF ASSET DATABASE. Concurrently, Superlative’s valuation specialists begin compiling Coachman Park’s assets and determining their quantitative value based on local, regional and national media rates. • QUALITATIVE ASSESSMENT OF NAMING RIGHTS & SPONSORSHIP ASSET VALUE. Our valuation team conducts original research to ascertain the intangible value of Coachman Park’s Naming Rights and sponsorship opportunities when compared to other, similar properties, using annual reports, press releases and other relevant information provided by Coachman Park as well as Superlative’s proprietary database of Naming Rights and sponsorship contracts. WEEKS 9 – 12 • CONTRACT REVIEW. Once Superlative has determined the Naming Rights and sponsorship value for Coachman Park assets, packages are compared to the existing Coachman Park Naming Rights and sponsorship agreements. A database of potential challenges and limitations that could potentially impact revenue generation is created, from both external (e.g., signage restrictions) and internal (e.g., category restrictions like tobacco or alcohol) processes. CITY OF CLEARWATER RFP 50-21 41 • INDUSTRY BENCHMARKING AND PROSPECT IDENTIFICATION. Drawing upon its proprietary database, Superlative builds a list of comparable Naming Rights and sponsorship contracts relevant to each Coachman Park opportunity. This list is also used to identify target partner entities along with input from the Superlative sales team. • EXECUTIVE REVIEW. Superlative conducts an extensive internal review process where senior leadership has an opportunity to weigh in on potential contract value and overall program revenue potential, lending insight critical insight to the project and ensuring that all potential revenue is accounted for. • DELIVERY OF DRAFT PHASE I REPORT. Superlative allows 1-2 weeks for review by Coachman Park staff, followed by a conference call with Superlative’s valuation experts to walk through our findings together. Subsequently, any feedback is incorporated and the document is finalized. OPTIONAL PHASE II SALES (12 months, recommended minimum) • DEVELOPMENT OF SALES MATERIALS. Superlative’s design team will begin developing presentations, one-sheets and other sales materials using information obtained through the Phase I Valuation process, including audience demographics, proposed sponsorship value and images obtained through site visits and Coachman Park. • PIPELINE DEVELOPMENT. Superlative’s sales executives will work with Coachman Park personnel to develop a database of sponsor contacts, to be reviewed and agreed upon by Coachman Park staff prior to Superlative making its first call. • MONTHLY REPORTING. Superlative’s sales executives will coordinate a regular conference call with Coachman Park leadership to provide regular updates on progress made to date. Additional calls may be requested on an ad hoc basis as sponsor interest and pitch meetings are secured. Superlative will provide an updated sales report Coachman Park’s review prior to the call. • NEGOTIATE AND COMPLETE NAMING RIGHTS & SPONSORSHIP AGREEMENTS. As noted above, Superlative’s valuation process determines not only the fair market value of each opportunity, but also the range of contract value obtained by similar organizations from corporate sponsors. With Coachman Park’s approval, Superlative will open negotiations at the ceiling of this range, or higher, and secure partnerships within the parameters of contract value provided, beginning with Coachman Park’s most valuable assets first. CITY OF CLEARWATER RFP 50-21 42 References KATY MCDONALD Chief of Staff San Diego Symphony 1245 Seventh Avenue San Diego, CA 92101 (619) 236-5421 kmcdonald@sandiegosymphony.org Dates of Service: 2017 – Present SABRINA TEFFT Sacramento Convention Center & Theater Project Manager 915 I Street Sacramento, CA 95814 916-808-3789 stefft@cityofsacramento.org Dates of Service: June 2014 – September 2019 DAN WALL Miami-Dade County, Florida Assistant Director, Office of Management & Budget 111 Northeast 1st Street, 22nd Floor Miami, FL 33128 305-375-4742 Daniel.wall@miamidade.gov Dates of Service: 2018 – June 2021 AMY LINDSEY Former Director of Marketing & Strategic Partnerships Denver Arts & Venues 229 S. Chaparral Bend Drive Montgomery, TX 73316 720-373-5419 Amylindsey1@gmail.com Dates of Service: 2015 – 2017 JENN STARNES City Communications Manager City of Irvine 1 Civic Center Plaza Irvine, CA 92606 949-724-7414 jstarnes@cityofirvine.org Dates of Service: June 2018 - Present KIM SUMMERS Placer Tourism Director of Marketing 2204 Plaza Drive, Suite 110 Rocklin, CA 95765 916-773-5450 ksummers@placertourism.com Dates of Service: August 2018 – September 2020 SCOTT SPILLMAN Executive Director Mudsock Youth Ahletics 12690 Promise Road Fishers, IN 46038 317-845-5582 scott@myathletics.com Dates of Service: September 2018 – Present ASHLEY BARCENA Recreation Marketing & Sponsorship Coordinator City of Doral 8401 NW 53 Terrace Doral, FL 33166 305-593-6600 ashleybarcena@cityofdoral.com Dates of Service: September 2018 – Present LORI BERKES-NELSON Foundation Director Rockford Park District 401 South Main Street Rockford, IL 61101 815-987-1675 loriberkesnelson@rockfordparkdistrict.org Dates of Service: June 2015 – June 2016 DANA BAIRD Director, Communications & Media Relations City of Frisco 6101 Frisco Square Blvd. Frisco, TX 75034 972-292-5080 dbaird@friscotexas.gov Dates of Service: May 2017 – Present CITY OF CLEARWATER RFP 50-21 43 Cost of Consulting Services PHASE I: ASSET DATABASE DEVELOPMENT AND VALUATION • $60,000 project fee • All pre-approved travel reimbursed at cost OPTIONAL PHASE II: STRATEGIC SALES CAMPAIGN DEVELOPMENT OPTION 1 • $5,500/month retainer plus 20% commission on all sales • All pre-approved travel reimbursed at cost OPTION 2 • $7,500/month retainer plus 15% commission on all sales • All pre-approved travel reimbursed at cost EXCEPTIONS / ADDITIONAL MATERIAL / ADDENDA Asset Inventory, Valuation & Naming Rights Services 23 RFP #50-21 Proposers shall indicate any and all exceptions taken to the provisions or specifications in this solicitation document. Exceptions that surface elsewhere and that do not also appear under this section shall be considered invalid and void and of no contractual significance. Exceptions (mark one): **Special Note – Any material exceptions taken to the City’s Terms and Conditions may render a Proposal non-responsive. No exceptions Exceptions taken (describe--attach additional pages if needed) Additional Materials submitted (mark one): No additional materials have been included with this proposal Additional Materials attached (describe--attach additional pages if needed) Acknowledgement of addenda issued for this solicitation: Prior to submitting a response to this solicitation, it is the vendor’s responsibility to confirm if any addenda have been issued. Addenda Number Initial to acknowledge receipt Vendor Name Date: X X 1 The Superlative Group 08/31/2021 VENDOR INFORMATION Asset Inventory, Valuation & Naming Rights Services 24 RFP #50-21 Company Legal/Corporate Name: Doing Business As (if different than above): Address: City: State: Zip: - Phone: Fax: E-Mail Address: Website: DUNS # Remit to Address (if different than above): Order from Address (if different from above): Address: Address: City: State: Zip: City: State: Zip: Contact for Questions about this proposal: Name: Fax: Phone: E-Mail Address: Day-to-Day Project Contact (if awarded): Name: Fax: Phone: E-Mail Address: Certified Small Business Certifying Agency: Certified Minority, Woman or Disadvantaged Business Enterprise Certifying Agency: Provide supporting documentation for your certification, if applicable. The Superlative Group 2843 Franklin Blvd. Cleveland OH 44113 N/A www.superlativegroup.com 216-592-9400 info@superlativegroup.com 927981894 Claire Reddy 216-592-9400 reddy@superlativegroup.com N/A Pat Nieser nieser@superlativegroup.com N/A 216-592-9400 January 29, 2020 2843 Franklin Blvd. Cleveland, OH 44113 2843 Franklin Blvd. Cleveland, OH 44113 | Phone: 216.592.9400 | info@superlativegroup.com | www.superlativegroup.com Procurement Division 100 S Myrtle Ave Clearwater FL 33756-5520 PO Box 4748, 33758-4748 727-562-4633 Tel v 11.2018 REQUEST FOR PROPOSALS #50-21 Asset Inventory, Valuation, and Naming Rights Services August 23, 2021 NOTICE IS HEREBY GIVEN that sealed proposals will be received by the City of Clearwater (City) until 10:00 AM, Local Time, September 29, 2021 to provide Asset Inventory, Valuation and Naming Rights Services. Brief Description: The City of Clearwater is soliciting proposals from qualified companies and/or consultants to provide professional services related to asset inventory, valuation, and naming rights for Coachman Park. Proposals must be in accordance with the provisions, specifications and instructions set forth herein and will be received by the Procurement Division until the above noted time, when they will be publicly acknowledged and accepted. Proposal packets, any attachments and addenda are available for download at: https://www.myclearwater.com/business/rfp Please read the entire solicitation package and submit the bid in accordance with the instructions. This document (less this invitation and the instructions) and any required response documents, attachments, and submissions will constitute the bid. General, Process, or Technical Questions concerning this solicitation should be directed, IN WRITING, to the Procurement contact below: This Request for Proposals is issued by: Valerie Craig, CPPB Sr. Procurement Analyst Valerie.Craig@myclearwater.com INSTRUCTIONS Asset Inventory, Valuation & Naming Rights Services 2 RFP #50-21 i.1 VENDOR QUESTIONS: All questions regarding the contents of this solicitation, and solicitation process (including requests for ADA accommodations), shall be directed solely to the contact listed on Page 1. Questions should be submitted in writing via letter, fax or email. Questions received less than ten (10) calendar days prior to the due date and time may be answered at the discretion of the City. i.2 ADDENDA/CLARIFICATIONS: Any changes to the specifications will be in the form of an addendum. Addenda are posted on the City website no less than seven (7) days prior to the Due Date. Vendors are cautioned to check the Purchasing Website for addenda and clarifications prior to submitting their proposal. The City cannot be held responsible if a vendor fails to receive any addenda issued. The City shall not be responsible for any oral changes to these specifications made by any employees or officer of the City. Failure to acknowledge receipt of an addendum may result in disqualification of a proposal. i.3 VENDOR CONFERENCE / SITE VISIT: Yes No Mandatory Attendance: Yes No Date and Time: n/a Location: n/a If so designated above, attendance is mandatory as a condition of submitting a proposal. The conference/site visit provides interested parties an opportunity to discuss the City's needs, inspect the site and ask questions. During any site visit you must fully acquaint yoursel f with the conditions as they exist and the character of the operations to be conducted under the resulting contract. i.4 DUE DATE & TIME FOR SUBMISSION AND OPENING: Date: September 29, 2021 Time: 10:00 AM (Local Time) The City will open all proposals properly and timely submitted and will record the names and other information specified by law and rule. All proposals become the property of the City and will not be returned except in the case of a late submission. Respondent names, as read at the bid opening, will be posted on the City website. Once a notice of intent to award is posted or 30 days from day of opening elapses, whichever occurs earlier, proposals are available for inspection by contacting the Procurement Division. i.5 PROPOSAL FIRM TIME: 120 Days from Opening Proposal shall remain firm and unaltered after opening for the number of days shown above. The City may accept the proposal, subject to successful contract negotiations, at any time during this time. i.6 PROPOSAL SECURITY: Yes No If so designated above, a proposal security in the amount specified must be submitted with the proposal. The security may be submitted in any one of the following forms: an executed surety bond issued by a firm licensed and registered to transact such business with the State of Florida; cash; certified check, or cashier's check payable to the City of Clearwater (personal or company checks are not acceptable); certificate of deposit or any other form of deposit issued by a financial institution and acceptable to the City. Such proposal security shall be forfeited to the City of Clearwater should the proposer selected fail to execute a contract when requested. PERFORMANCE SECURITY: Yes No If required herein, the Contractor, simultaneously with the execution of the Contract, will be required to furnish a performance security. The security may be submitted in one-year increments and in any one of the following forms: an executed surety bond issued by a firm licensed and registered to transact such business with the State of Florida; cash; certified check, cashier's check or money order payable to the City of Clearwater (personal and company checks are not INSTRUCTIONS Asset Inventory, Valuation & Naming Rights Services 3 RFP #50-21 acceptable); certificate of deposit or any other form of d eposit issued by a financial institution and acceptable to the City. If the Contractor fails or refuses to fully comply with the terms and conditions of the contract, the City shall have the right to use all or such part of said security as may be necessary to reimburse the City for loss sustained by reason of such breach. The balance of said security, if any, will be returned to Contractor upon the expiration or termination of the contract. i.7 SUBMIT PROPOSALS TO: It is recommended that bids be submitted electronically through our bids website at https://www.myclearwater.com/business/rfp. Bidders may mail or hand-deliver bids to the address below. E-mail or fax submissions will not be accepted. Use label at the end of this solicitation package. City of Clearwater Attn: Procurement Division 100 S Myrtle Ave, 3rd Fl, Clearwater FL 33756-5520 or PO Box 4748, Clearwater FL 33758-4748 Proposals will be received at this address. Proposers may mail or hand-deliver proposals; e-mail or fax submissions will not be accepted. No responsibility will attach to the City of Clearwater, its employees or agents for premature opening of a proposal that is not properly addressed and identified. i.7 LATE PROPOSALS. The proposer assumes responsibility for having the proposal delivered on time at the place specified. All proposals received after the date and time specified shall not be considered and will be returned unopened to the proposer. The proposer assumes the risk of any delay in the mail or in handling of the mail by employees of the City of Clearwater, or any private courier, regardless whether sent by mail or by means of personal delivery. It shall not be sufficient to show that you mailed or commenced delivery before the due date and time. All times are Clearwater, Florida local times. The proposer agrees to accept the time stamp in the City’s Procurement Office as the official time. i.8 LOBBYING. The integrity of the procurement process is critical. Communication regarding this solicitation for purpose of influencing the process or the award, between any person or affiliates seeking an award from this solicitation and the City is strongly discouraged. This does not prohibit public comment at any City Council meeting, study session or Council committee meeting. This shall not apply to vendor-initiated communication with the contact(s) identified in the solicitation or City-initiated communications for the purposes of conducting the procurement including but not limited to pre-bid conferences, clarification of responses, presentations if provided in the solicitation, requests for Best and Final Proposals, contract negotiations, protest/appeal resolution, or surveying non-responsive vendors. i.9 COMMENCEMENT OF WORK. If proposer begins any billable work prior to the City’s final approval and execution of the contract, proposer does so at its own risk. i.10 RESPONSIBILITY TO READ AND UNDERSTAND. Failure to read, examine and understand the solicitation will not excuse any failure to comply with the requirements of the solicitation or any resulting contract, nor shall such failure be a basis for claiming additional compensation. If a vendor suspects an error, omission or discrepancy in this solicitation, the vendor must immediately and in any case not later than seven (7) business days in advance of the due date notify the contact on page one (1). The City is not responsible for and will not pay any costs associated with the preparation and submission of the proposal. Proposers are cautioned to verify their proposals before submission, as amendments to or withdrawal of proposals submitted after time specified for opening of proposals may not be considered. The City will not be responsible for any proposer errors or omissions. INSTRUCTIONS Asset Inventory, Valuation & Naming Rights Services 4 RFP #50-21 i.11 FORM AND CONTENT OF PROPOSALS. Unless otherwise instructed or allowed, proposals shall be submitted on the forms provided. An original and the designated number of copies of each proposal are required. Proposals, including modifications, must be submitted in ink, typed, or printed form and signed by an authorized representative. Please line through and initial rather than erase changes. If the proposal is not properly signed or if any changes are not initialed, it may be considered non-responsive. In the event of a disparity between the unit price and the extended price, the unit price shall prevail unless obviously in error, as determined by the City. The City may require that an electronic copy of the proposal be submitted. The proposal must provide all information requested and must address all points. The City does not encourage exceptions. The City is not required to grant exceptions and depending on the exception, the City may reject the proposal. i.12 SPECIFICATIONS. Technical specifications define the minimum acceptable standard. When the specification calls for “Brand Name or Equal,” the brand name product is acceptable. Other products will be considered upon showing the other product meets stated specifications and is equivalent to the brand product in terms of quality, performance and desired characteristics. Minor differences that do not affect the suitability of the supply or service for the City’s needs may be accepted. Burden of proof that the product meets the minimum standards or is equal to the brand name product is on the proposer. The City reserves the right to reject proposals that the City deems unacceptable. i.13 MODIFICATION / WITHDRAWAL OF PROPOSAL. Written requests to modify or withdraw the proposal received by the City prior to the scheduled opening time will be accepted and will be corrected after opening. No oral requests will be allowed. Requests must be addressed and labeled in the same manner as the proposal and marked as a MODIFICATION or WITHDRAWAL of the proposal. Requests for withdrawal after the bid opening will only be granted upon proof of undue hardship and may result in the forfeiture of any proposal security. Any withdrawal after the bid opening shall be allowed solely at the City’s discretion. i.14 DEBARMENT DISCLOSURE. If the vendor submitting a proposal has been debarred, suspended, or otherwise lawfully precluded from participating in any public procurement activity, including being disapproved as a subcontractor with any federal, state, or local government, or if any such preclusion from participation from any public procurement activity is currently pending, the proposer shall include a letter with its proposal identifying the name and address of the governmental unit, the effective date of this suspension or debarment, the duration of the suspension or debarment, and the relevant circumstances relating to the suspension or debarment. If suspension or debarment is currently pending, a detailed description of all relevant circumstances including the details enumerated above must be provided. A proposal from a proposer who is currently debarred, suspended or otherwise lawfully prohibited from any public procurement activity may be rejected. i.15 RESERVATIONS. The City reserves the right to reject any or all proposals or any part thereof; to rebid the solicitation; to reject non-responsive or non-responsible proposals; to reject unbalanced proposals; to reject proposals where the terms, prices, and/or awards are conditioned upon another event; to reject individual proposals for failure to meet any requirement; to award by item, part or portion of an item, group of items, or total; to make multiple awards; to waive minor irregularities, defects, omissions, technicalities or form errors in any proposal. The City may seek clarification of the proposal from proposer at any time, and failure to respond is cause for rejection. Submission of a proposal confers on proposer no right to an award or to a subsequent contract. The City is responsible to make an award that is in the best interest of the City. All decisions on compliance, evaluation, terms and conditions shall be made solely at the City’s discretion and made to favor the City. No binding contract will exist between the proposer and the City until the City executes a written contract or purchase order. i.16 OFFICIAL SOLICITATION DOCUMENT. Changes to the solicitation document made by a proposer may not be acknowledged or accepted by the City. Award or execution of a contract does not constitute acceptance of a changed term, condition or specification unless specifically acknowledged and agreed to by the City. The copy maintained and published by the City shall be INSTRUCTIONS Asset Inventory, Valuation & Naming Rights Services 5 RFP #50-21 the official solicitation document. i.17 COPYING OF PROPOSALS. Proposer hereby grants the City permission to copy all parts of its proposal, including without limitation any documents and/or materials copyrighted by the proposer. The City’s right to copy shall be for internal use in evaluating the proposal. i.18 CONTRACTOR ETHICS. It is the intention of the City to promote courtesy, fairness, impartiality, integrity, service, professionalism, economy, and government by law in the Procurement process. The responsibility for implementing this policy rests with each individual who participates in the Procurement process, including Respondents and Contractors. To achieve this purpose, it is essential that Respondents and Contractors doing business with the City also observe the ethical standards prescribed herein. It shall be a breach o f ethical standards to: a. Exert any effort to influence any City employee or agent to breach the standards of ethical conduct. b. Intentionally invoice any amount greater than provided in Contract or to invoice for Materials or Services not provided. c. Intentionally offer or provide sub-standard Materials or Services or to intentionally not comply with any term, condition, specification or other requirement of a City Contract. i.19 GIFTS. The City will accept no gifts, gratuities or advertising products from proposers or prospective proposers and affiliates. The City may request product samples from vendors for product evaluation. i.20 PROTESTS AND APPEALS. If a Respondent believes there is a mistake, impropriety, or defect in the solicitation, believes the City improperly rejected its proposal, and/or believes the selected proposal is not in the City’s best interests, the Respondent may submit a written protest. All protests and appeals are governed by the City of Clearwater Purchasing Policy and Procedures Section 18 (“Purchasing Policy”). If there exists any discrepancy in this Section i.21 and the Purchasing Policy, the language of the Purchasing Policy controls. Protests based upon alleged mistake, impropriety, or defect in a solicitation that is apparent before the bid opening must be filed with the Procurement Manager no later than five (5) business days before Bid Opening. Protests that only become apparent after the Bid Opening must be filed within the earlier of ten (10) business days of the alleged violation of the applicable purchasing ordinance. The complete protest procedure can be obtained by contacting the Procurement Division. ADDRESS PROTESTS TO: City of Clearwater - Procurement Division 100 So Myrtle Ave, 3rd Fl Clearwater FL 33756-5520 or PO Box 4748 Clearwater FL 33758-4748 INSTRUCTIONS – EVALUATION Asset Inventory, Valuation & Naming Rights Services 6 RFP #50-21 i.21 EVALUATION PROCESS. Proposals will be reviewed by a screening committee comprised of City employees. The City staff may or may not initiate discussions with proposers for clarification purposes. Clarification is not an opportunity to change the proposal. Proposers shall not initiate discussions with any City employee or official. i.22 CRITERIA FOR EVALUATION AND AWARD. The City evaluates three (3) categories of information: responsiveness, responsibility, the technical proposal/price. All proposals must meet the following responsiveness and responsibility criteria. a) Responsiveness. The City will determine whether the proposal complies with the instructions for submitting proposals including completeness of proposal which encompasses the inclusion of all required attachments and submissions. The City must reject any proposals that are submitted late. Failure to meet other requirements may result in rejection. b) Responsibility. The City will determine whether the proposer is one with whom it can or should do business. Factors that the City may evaluate to determine "responsibility" include, but are not limited to: excessively high or low priced proposals, past performance, references (including those found outside the proposal), compliance with applicable laws, proposer's record of performance and integrity- e.g. has the proposer been delinquent or unfaithful to any contract with the City, whether the proposer is qualified legally to contract with the City, financial stability and the perceived ability to perform completely as specified. A proposer must at all times have financial resources sufficient, in the opinion of the City, to ensure performance of the contract and must provide proof upon request. City staff may also use Dun & Bradstreet and/or any generally available industry information. The City reserves the right to inspect and review proposer’s facilities, equipment and personnel and those of any identified subcontractors. The City will determine whether any failure to supply information, or the quality of the information, will result in rejection. c) Technical Proposal. The City will determine how well proposals meet its requirements in terms of the response to the specifications and how well the offer addresses the needs of the project. The City will rank offers using a point ranking system (unless otherwise specified) as an aid in conducting the evaluation. d) If less than three (3) responsive proposals are received, at the City’s sole discretion, the proposals may be evaluated using simple comparative analysis instead of any announced method of evaluation, subject to meeting administrative and responsibility requirements. For this RFP, the criteria that will be evaluated and their relative weights are: Evaluation Criteria Points Demonstrated Experience for Consultant and Project Personnel: (Tab 2) 30 Project Methodology, Approach and Timeline: (Tab 3) 30 References: (Tab 4) 30 Cost of Services: (Tab 5) 10 i.23 SHORT-LISTING. The City at its sole discretion may create a short-list of the highest ranked proposals based on evaluation against the evaluation criteria. Short-listed proposers may be invited to give presentations and/or interviews. Upon conclusion of any presentations/interviews, the City will finalize the ranking of shortlisted Consultants. i.24 PRESENTATIONS/INTERVIEWS Presentations and/or interviews may be requested at the City’s discretion. The location for these presentations and/or interviews will be determined by the City and may be held virtually. i.25 BEST & FINAL OFFERS. The City may request best & final offers if deemed necessary and will determine the scope and subject of any best & final request. However, the proposer should not INSTRUCTIONS – EVALUATION Asset Inventory, Valuation & Naming Rights Services 7 RFP #50-21 expect that the City will ask for best & finals and should submit their best offer based on the terms and conditions set forth in this solicitation. i.26 COST JUSTIFICATION. In the event only one response is received, the City may require that the proposer submit a cost proposal in sufficient detail for the City to perform a cost/price analysis to determine if the proposal price is fair and reasonable. i.27 CONTRACT NEGOTIATIONS AND ACCEPTANCE. Proposer must be prepared for the City to accept the proposal as submitted. If proposer fails to sign all documents necessary to successfully execute the final contract within a reasonable time as specified, or negotiations do not result in an acceptable agreement, the City may reject proposal or revoke the award, and may begin negotiations with another proposer. Final contract terms must be approved or signed by the appropriately authorized City official(s). No binding contract will exist between the proposer and the City until the City executes a written contract or purchase order. i.28 NOTICE OF INTENT TO AWARD. Notices of the City’s intent to award a Contract are posted to Purchasing’s website. It is the proposer’s responsibility to check the City of Clearwater’s website at https://www.myclearwater.com/business/rfp to view relevant RFP information and notices. i.29 RFP TIMELINE. Dates are tentative and subject to change. Release RFP: 08/23/2021 Advertise Tampa Bay Times: 08/25/2021 Responses due: 09/29/2021 Review proposals: 09/29/2021-10/6/2021 Presentations (if requested): 10/20/21 Award recommendation: 10/20/21 Contract begins: November 2021 TERMS AND CONDITIONS Asset Inventory, Valuation & Naming Rights Services 8 RFP #50-21 S.1 DEFINITIONS. Uses of the following terms are interchangeable as referenced: “vendor, contractor, supplier, proposer, company, parties, persons”, “purchase order, PO, contract, agreement”, “city, Clearwater, agency, requestor, parties”, “bid, proposal, response, quote”. S.2 INDEPENDENT CONTRACTOR. It is expressly understood that the relationship of Contractor to the City will be that of an independent contractor. Contractor and all persons employed by Contractor, either directly or indirectly, are Contractor’s employees, not City employees. Accordingly, Contractor and Contractor’s employees are not entitled to any benefits provided to City employees including, but not limited to, health benefits, enrollment in a retirement system, paid time off or other rights afforded City employees. Contractor employees will not be regarded as City employees or agents for any purpose, including the payment of unemployment or workers’ compensation. If any Contractor employees or subcontractors assert a claim for wages or other employment benefits against the City, Contractor will defend, indemnify and hold harmless the City from all such claims. S.3 SUBCONTRACTING. Contractor may not subcontract work under this Agreement without the express written permission of the City. If Contractor has received authorization to subcontract work, it is agreed that all subcontractors performing work under the Agreement must comply with its provisions. Further, all agreements between Contractor and its subcontractors must provide that the terms and conditions of this Agreement be incorporated therein. S.4 ASSIGNMENT. This Agreement may not be assigned either in whole or in part without first receiving the City’s written consent. Any attempted assignment, either in whole or in part, without such consent will be null and void and in such event the City will have the right at its option to terminate the Agreement. No granting of consent to any assignment will relieve Contractor from any of its obligations and liabilities under the Agreement. S.5 SUCCESSORS AND ASSIGNS, BINDING EFFECT. This Agreement will be binding upon and inure to the benefit of the parties and their respective permitted successors and assigns. S.6 NO THIRD-PARTY BENEFICIARIES. This Agreement is intended for the exclusive benefit of the parties. Nothing set forth in this Agreement is intended to create, or will create, any benefits, rights, or responsibilities in any third parties. S.7 NON- EXCLUSIVITY. The City, in its sole discretion, reserves the right to request the materials or services set forth herein from other sources when deemed necessary and appropriate. No exclusive rights are encompassed through this Agreement. S.8 AMENDMENTS. There will be no oral changes to this Agreement. This Agreement can only be modified in a writing signed by both parties. No charge for extra work or material will be allowed unless approved in writing, in advance, by the City and Contractor. S.9 TIME OF THE ESSENCE. Time is of the essence to the performance of the parties’ obligations under this Agreement. S.10 COMPLIANCE WITH APPLICABLE LAWS. a. General. Contractor must procure all permits and licenses, and pay all charges and fees necessary and incidental to the lawful conduct of business. Contractor must stay fully informed of existing and future federal, state, and local laws, ordinances, and regulations that in any manner affect the fulfillment of this Agreement and must comply with the same at its own expense. Contractor bears full responsibility for training, safety, and providing necessary equipment for all Contractor personnel to achieve throughout the term of the Agreement. Upon request, Contractor will demonstrate to the City's satisfaction any programs, procedures, and other activities used to ensure compliance. b. Drug-Free Workplace. Contractor is hereby advised that the City has adopted a policy establishing a drug-free workplace for itself and those doing business with the City to ensure the safety and health of all persons working on City contracts and projects. Contractor will require a drug-free workplace for all Contractor personnel working under this Agreement. Specifically, all Contractor personnel who are working under this Agreement must be notified TERMS AND CONDITIONS Asset Inventory, Valuation & Naming Rights Services 9 RFP #50-21 in writing by Contractor that they are prohibited from the manufacture, distribution, dispensation, possession, or unlawful use of a controlled substance in the workplace. Contractor agrees to prohibit the use of intoxicating substances by all Contractor personnel and will ensure that Contractor personnel do not use or possess illegal drugs while in the course of performing their duties. c. Federal and State Immigration Laws. Contractor agrees to comply with the Immigration Reform and Control Act of 1986 (IRCA) in performance under this Agreement and to permit the City and its agents to inspect applicable personnel records to verify such compliance as permitted by law. Contractor will ensure and keep appropriate records to demonstrate that all Contractor personnel have a legal right to live and work in the United States. (i) As applicable to Contractor, under this provision, Contractor hereby warrants to the City that Contractor and each of its subcontractors will comply with, and are contractually obligated to comply with, all federal immigration laws and regulations that relate to their employees (hereinafter “Contractor Immigration Warranty”). (ii) A breach of the Contractor Immigration Warranty will constitute as a material breach of this Agreement and will subject Contractor to penalties up to and including termination of this Agreement at the sole discretion of the City. (iii) The City retains the legal right to inspect the papers of all Contractor personnel who provide services under this Agreement to ensure that Contractor or its subcontractors are complying with the Contractor Immigration Warranty. Contractor agrees to assist the City in regard to any such inspections. (iv) The City may, at its sole discretion, conduct random verification of the employment records of Contractor and any subcontractor to ensure compliance with the Contractor Immigration Warranty. Contractor agrees to assist the City in regard to any random verification performed. (v) Neither Contractor nor any subcontractor will be deemed to have materially breached the Contractor Immigration Warranty if Contractor or subcontractor establishes that it has complied with the employment verification provisions prescribed by Sections 274A and 274B of the Federal Immigration and Nationality Act. d. Nondiscrimination. Contractor represents and warrants that it does not discriminate against any employee or applicant for employment or person to whom it provides services because of race, color, religion, sex, national origin, or disability, and represents and warrants that it complies with all applicable federal, state, and local laws and executive orders regarding employment. Contractor and Contractor’s personnel will comply with applicable provisions of Title VII of the U.S. Civil Rights Act of 1964, as amended, Section 504 of the Federal Rehabilitation Act, the Americans with Disabilities Act (42 U.S.C. § 12101 et seq.), and applicable rules in performance under this Agreement. S.11 SALES/USE TAX, OTHER TAXES. a. Contractor is responsible for the payment of all taxes including federal, state, and local taxes related to or arising out of Contractor’s services under this Agreement, including by way of illustration but not limitation, federal and state income tax, Social Security tax, unemployment insurance taxes, and any other taxes or business license fees as required. If any taxing authority should deem Contractor or Contractor employees an employee of the City, or should otherwise claim the City is liable for the payment of taxes that are Contractor’s responsibility under this Agreement, Contractor will indemnify the City for any tax liability, interest, and penalties imposed upon the City. b. The City is exempt from paying state and local sales/use taxes and certain federal excise taxes and will furnish an exemption certificate upon request. TERMS AND CONDITIONS Asset Inventory, Valuation & Naming Rights Services 10 RFP #50-21 S.12 AMOUNTS DUE THE CITY. Contractor must be current and remain current in all obligations due to the City during the performance of services under the Agreement. Payments to Contractor may be offset by any delinquent amounts due the City or fees and charges owed to the City. S.13 OPENNESS OF PROCUREMENT PROCESS. Written competitive proposals, replies, oral presentations, meetings where vendors answer questions, other submissions, correspondence, and all records made thereof, as well as negotiations or meetings where negotiation strategies are discussed, conducted pursuant to this RFP, shall be handled in compliance with Chapters 119 and 286, Florida Statutes. Proposals or replies received by the City pursuant to this RFP are exempt from public disclosure until such time that the City provides notice of an intended decision or until 30 days after opening the proposals, whichever is earlier. If the City rejects all proposals or replies pursuant to this RFP and provides notice of its intent to reissue the RFP, then the rejected proposals or replies remain exempt from public disclosure until such time that the City provides notice of an intended decision concerning the reissued RFP or until the City withdraws the reissued RFP. A proposal or reply shall not be exempt from public disclosure longer than 12 months after the initial City notice rejecting all proposals or replies. Oral presentations, meetings where vendors answer questions, or meetings convened by City staff to discuss negotiation strategies, if any, shall be closed to the public (and other proposers) in compliance with Chapter 286 Florida Statutes. A complete recording shall be made of such closed meeting. The recording of, and any records presented at, the exempt meeting shall be available to the public when the City provides notice of an intended decision or until 30 days after opening proposals or final replies, whichever occurs first. If the City rejects all proposals or replies pursuant to this RFP and provides notice of its intent to reissue the RFP, then the recording and any records presented at the exempt meeting remain exempt from public disclosure until such time that the City provides notice of an intended decision concerning the reissued RFP or until the City withdraws the reissued RFP. A recording and any records presented at an exempt meeting shall not be exempt from public disclosure longer than 12 months after the initial City notice rejecting all proposals or replies. In addition to all other contract requirements as provided by law, the contractor executing this agreement agrees to comply with public records law. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS, Rosemarie Call, phone: 727-562-4092 or Rosemarie.Call@myclearwater.com, 600 Cleveland Street, Suite 600, Clearwater, FL 33755. The contractor’s agreement to comply with public records law applies specifically to: a) Keep and maintain public records required by the City of Clearwater (hereinafter “public agency”) to perform the service being provided by the contractor hereunder. b) Upon request from the public agency’s custodian of public records, provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided for in Chapter 119, Florida Statutes, as may be amended from time to time, or as otherwise provided by law. c) Ensure that the public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the contractor does not transfer the records to the public agency. TERMS AND CONDITIONS Asset Inventory, Valuation & Naming Rights Services 11 RFP #50-21 d) Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of the contractor or keep and maintain public records required by the public agency to perform the service. If the contractor transfers all public records to the public agency upon completion of the contract, the contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the contractor keeps and maintains public records upon completion of the contract, the contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the public agency, upon request from the public agency’s custodian of public records, in a format that is compatible with the information technology systems of the public agency. e) A request to inspect or copy public records relating to a public agency’s contract for services must be made directly to the public agency. If the public agency does not possess the requested records, the public agency shall immediately notify the contractor of the request and the contractor must provide the records to the public agency or allow the records to be inspected or copied within a reasonable time. f) The contractor hereby acknowledges and agrees that if the contractor does not comply with the public agency’s request for records, the public agency shall enforce the contract provisions in accordance with the contract. g) A contractor who fails to provide the public records to the public agency within a reasonable time may be subject to penalties under Section 119.10, Florida Statutes. h) If a civil action is filed against a contractor to compel production of public records relating to a public agency’s contract for services, the court shall assess and award against the contractor the reasonable costs of enforcement, including reasonable attorney fees, if: 1. The court determines that the contractor unlawfully refused to comply with the public records request within a reasonable time; and 2. At least eight (8) business days before filing the action, the plaintiff provided written notice of the public records request, including a statement that the contractor has not complied with the request, to the public agency and to the contractor. i) A notice complies with subparagraph (h)2. if it is sent to the public agency’s custodian of public records and to the contractor at the contractor’s address listed on its contract with the public agency or to the contractor’s registered agent. Such notices must be sent by common carrier delivery service or by registered, Global Express Guaranteed, or certified mail, with postage or shipping paid by the sender and with evidence of delivery, which may be in an electronic format. A contractor who complies with a public records request within 8 business days after the notice is sent is not liable for the reasonable costs of enforcement. S.14 AUDITS AND RECORDS. Contractor must preserve the records related to this Agreement for five (5) years after completion of the Agreement. The City or its authorized agent reserves the right to inspect any records related to the performance of work specified herein. In addition, the City may inspect any and all payroll, billing or other relevant records kept by Contractor in relation to the Agreement. Contractor will permit such inspections and audits during normal business hours and upon reasonable notice by the City. The audit of records may occur at Contractor’s place of business or at City offices, as determined by the City. S.15 BACKGROUND CHECK. The City may conduct criminal, driver history, and all other requested background checks of Contractor personnel who would perform services under the Agreement or who will have access to the City’s information, data, or facilities in accordance with the City’s TERMS AND CONDITIONS Asset Inventory, Valuation & Naming Rights Services 12 RFP #50-21 current background check policies. Any officer, employee, or agent that fails the background check must be replaced immediately for any reasonable cause not prohibited by law. S.16 SECURITY CLEARANCE AND REMOVAL OF CONTRACTOR PERSONNEL. The City will have final authority, based on security reasons: (i) to determine when security clearance of Contractor personnel is required; (ii) to determine the nature of the security clearance, up to and including fingerprinting Contractor personnel; and (iii) to determine whether or not any individual or entity may provide services under this Agreement. If the City objects to any Contractor personnel for any reasonable cause not prohibited by law, then Contractor will, upon notice from the City, remove any such individual from performance of services under this Agreement. S.17 DEFAULT. a. A party will be in def ault if that party: (i) Is or becomes insolvent or is a party to any voluntary bankruptcy or receivership proceeding, makes an assignment for a creditor, or there is any similar action that affects Contractor’s capability to perform under the Agreement; (ii) Is the subject of a petition for involuntary bankruptcy not removed within sixty (60) calendar days; (iii) Conducts business in an unethical manner or in an illegal manner; or (iv) Fails to carry out any term, promise, or condition of the Agreement. b. Contractor will be in default of this Agreement if Contractor is debarred from participating in City procurements and solicitations in accordance with Section 27 of the City’s Purchasing and Procedures Manual. c. Notice and Opportunity to Cure. In the event a party is in default then the other party may, at its option and at any time, provide written notice to the defaulting party of the default. The defaulting party will have thirty (30) days from receipt of the notice to cure the default; the thirty (30) day cure period may be extended by mutual agreement of the parties, but no cure period may exceed ninety (90) days. A default notice will be deemed to be sufficient if it is reasonably calculated to provide notice of the nature and extent of such default. Failure of the non-defaulting party to provide notice of the default does not waive any rights under the Agreement. d. Anticipatory Repudiation. Whenever the City in good faith has reason to question Contractor’s intent or ability to perform, the City may demand that Contractor give a written assurance of its intent and ability to perform. In the event that the demand is made and no written assurance is given within five (5) calendar days, the City may treat this failure as an anticipatory repudiation of the Agreement. S.18 REMEDIES. The remedies set forth in this Agreement are not exclusive. Election of one remedy will not preclude the use of other remedies. In the event of default: a. The non-defaulting party may terminate the Agreement, and the termination will be effective immediately or at such other date as specified by the terminating party. b. The City may purchase the services required under the Ag reement from the open market, complete required work itself, or have it completed at the expense of Contractor. If the cost of obtaining substitute services exceeds the contract price, the City may recover the excess cost by: (i) requiring immediate reimbursement to the City; (ii) deduction from an unpaid balance due to Contractor; (iii) collection against the proposal and/or performance security , if any; (iv) collection against liquidated damages (if applicable); or (v) a combination of the aforementioned remedies or other remedies as provided by law. Costs includes any and all, fees, and expenses incurred in obtaining substitute services and expended in obtaining reimbursement, including, but not limited to, administrative expenses, attorneys’ fees, and costs. TERMS AND CONDITIONS Asset Inventory, Valuation & Naming Rights Services 13 RFP #50-21 c. The non-defaulting party will have all other rights granted under this Agreement and all rights at law or in equity that may be available to it. d. Neither party will be liable for incidental, special, or consequential damages. S.19 CONTINUATION DURING DISPUTES. Contractor agrees that during any dispute between the parties, Contractor will continue to perform its obligations until the dispute is settled, instructed to cease performance by the City, enjoined or prohibited by judicial action, or otherwise required or obligated to cease performance by other provisions in this Agreement. S.20 TERMINATION FOR CONVENIENCE. The City reserves the right to terminate this Agreement in part or in whole upon thirty (30) calendar days’ written notice. S.21 CONFLICT OF INTEREST F.S. Section 112. Pursuant to F.S. Section 112, the City may cancel this Agreement after its execution, without penalty or further obligation, if any person significantly involved in initiating, securing, drafting, or creating the Agreement for the City becomes an employee or agent of Contractor. S.22 TERMINATION FOR NON-APPROPRIATION AND MODIFICATION FOR BUDGETARY CONSTRAINT. The City is a governmental agency which relies upon the appropriation of funds by its governing body to satisfy its obligations. If the City reasonably determines that it does not have funds to meet its obligations under this Agreement, the City will have the right to terminate the Agreement without penalty on the last day of the fiscal period for which funds were legally available. In the event of such termination, the City agrees to provide written notice of its intent to terminate thirty (30) calendar days prior to the stated termination date. S.23 PAYMENT TO CONTRACTOR UPON TERMINATION. Upon termination of this Agreement, Contractor will be entitled only to payment for those services performed up to the date of termination, and any authorized expenses already incurred up to such date of termination. The City will make final payment within thirty (30) calendar days after the City has both completed its appraisal of the materials and services provided and received Contractor’s properly prepared final invoice. S.24 NON-WAIVER OF RIGHTS. There will be no waiver of any provision of this agreement unless approved in writing and signed by the waiving party. Failure or delay to exercise any rights or remedies provided herein or by law or in equity, or the acceptance of, or payment for, any services hereunder, will not release the other party of any of the warranties or other obligations of the Agreement and will not be deemed a waiver of any such rights or remedies. S.25 INDEMNIFICATION/LIABILITY. a. To the fullest extent permitted by law, Contractor agrees to defend, indemnify, and hold the City, its officers, agents, and employees, harmless from and against any and all liabilities, demands, claims, suits, losses, damages, causes of action, fines or judgments, including costs, attorneys’, witnesses’, and expert witnesses’ fees, and expenses incident thereto, relating to, arising out of, or resulting from: (i) the services provided by Contractor personnel under this Agreement; (ii) any negligent acts, errors, mistakes or omissions by Contractor or Contractor personnel; and (iii) Contractor or Contractor personnel’s failure to comply with or fulfill the obligations established by this Agreement. b. Contractor will update the City during the course of the litigation to timely notify the City of any issues that may involve the independent negligence of the City that is not covered by this indemnification. c. The City assumes no liability for actions of Contractor and will not indemnify or hold Contractor or any third party harmless for claims based on this Agreement or use of Contractor-provided supplies or services. S.26 WARRANTY. Contractor warrants that the services and materials will conform to the requirements of the Agreement. Additionally, Contractor warrants that all services will be performed in a good, workman-like and professional manner. The City’s acceptance of service or materials provided by Contractor will not relieve Contractor from its obligations under this TERMS AND CONDITIONS Asset Inventory, Valuation & Naming Rights Services 14 RFP #50-21 warranty. If any materials or services are of a substandard or unsatisfactory manner as determined by the City, Contractor, at no additional charge to the City, will provide materials or redo such services until in accordance with this Agreement and to the City’s reasonable satisfaction. Unless otherwise agreed, Contractor warrants that materials will be new, unused, of most current manufacture and not discontinued, will be free of defects in materials and workmanship, will be provided in accordance with manufacturer's standard warranty for at least one (1) year unless otherwise specified, and will perform in accordance with manufacturer's published specifications. S.27 THE CITY’S RIGHT TO RECOVER AGAINST THIRD PARTIES. Contractor will do nothing to prejudice the City’s right to recover against third parties for any loss, destruction, or damage to City property, and will at the City’s request and expense, furnish to the City reasonable assistance and cooperation, including assistance in the prosecution or defense of suit and the execution of instruments of assignment in favor of the City in obtaining recovery. S.28 NO GUARANTEE OF WORK. Contractor acknowledges and agrees that it is not entitled to deliver any specific amount of materials or services or any materials or services at all under this Agreement and acknowledges and agrees that the materials or services will be requested by the City on an as needed basis at the sole discretion of the City. Any document referencing quantities or performance frequencies represent the City's best estimate of current requirements, but will not bind the City to purchase, accept, or pay for materials or services which exceed its actual needs. S.29 OWNERSHIP. All deliverables, services, and information provided by Contractor or the City pursuant to this Agreement (whether electronically or manually generated) including without limitation, reports, test plans, and survey results, graphics, and technical tables, originally prepared in the performance of this Agreement, are the property of the City and will not be used or released by Contractor or any other person except with prior written permission by the City. S.30 USE OF NAME. Contractor will not use the name of the City of Clearwater in any advertising or publicity without obtaining the prior written consent of the City. S.31 PROHIBITED ACTS. Pursuant to Florida Constitution Article II Section 8, a current or former public officer or employee within the last two (2) years shall not represent another organization before the City on any matter for which the officer or employee was directly concerned and personally participated in during their service or employment or over which they had a substantial or material administrative discretion. S.32 FOB DESTINATION FREIGHT PREPAID AND ALLOWED. All deliveries will be FOB destination freight prepaid and allowed unless otherwise agreed. S.33 RISK OF LOSS. Contractor agrees to bear all risks of loss, injury, or destruction of goods or equipment incidental to providing these services and such loss, injury, or destruction will not release Contractor from any obligation hereunder. S.34 SAFEGUARDING CITY PROPERTY. Contractor will be responsible for any damage to City real property or damage or loss of City personal property when such property is the responsibility of or in the custody of Contractor or its employees. S.35 WARRANTY OF RIGHTS. Contractor warrants it has title to, or the right to allow the City to use, the materials and services being provided and that the City may use same without suit, trouble or hindrance from Contractor or third parties. S.36 PROPRIETARY RIGHTS INDEMNIFICATION. Without limiting the foregoing, Contractor will without limitation, at its expense defend the City against all claims asserted by any person that anything provided by Contractor infringes a patent, copyright, trade secret or other intellectual property right and must, without limitation, pay the costs, damages and attorneys' fees awarded against the City in any such action, or pay any settlement of such action or claim. Each party agrees to notify the other promptly of any matters to which this provision may apply and to cooperate with each other in connection with such defense or settlement. If a preliminary or final TERMS AND CONDITIONS Asset Inventory, Valuation & Naming Rights Services 15 RFP #50-21 judgment is obtained against the City’s use or operation of the items provided by Contractor hereunder or any part thereof by reason of any alleged infringement, Contractor will, at its expense and without limitation, either: (a) modify the item so that it becomes non-infringing; (b) procure for the City the right to continue to use the item; (c) substitute for the infringing item other item(s) having at least equivalent capability; or (d) refund to the City an amount equal to the price paid, less reasonable usage, from the time of installation acceptance through cessation of use, which amount will be calculated on a useful life not less than five (5) years, plus any additional costs the City may incur to acquire substitute supplies or services. S.37 CONTRACT ADMINISTRATION. The contract will be administered by the Procurement Division and/or an authorized representative from the using department. All questions regarding the contract will be referred to the Procurement Division for resolution. Supplements may be written to the contract for the addition or deletion of services. S.38 FORCE MAJEURE. Failure by either party to perform its duties and obligations will be excused by unforeseeable circumstances beyond its reasonable control, including acts of nature, acts of the public enemy, riots, fire, explosion, legislation, and governmental regulation. The party whose performance is so affected will within five (5) calendar days of the unforeseeable circumstance notify the other party of all pertinent facts and identify the force majeure event. The party whose performance is so affected must also take all reasonable steps, promptly and diligently, to prevent such causes if it is feasible to do so, or to minimize or eliminate the effect thereof. The delivery or performance date will be extended for a period equal to the time lost by reason of delay, plus such additional time as may be reasonably necessary to overcome the effect of the delay, provided however, under no circumstances will delays caused by a force majeure extend beyond one hundred-twenty (120) calendar days from the scheduled delivery or completion date of a task unless agreed upon by the parties. S.39 COOPERATIVE USE OF CONTRACT. The City has entered into various cooperative purchasing agreements with other Florida government agencies, including the Tampa Bay Area Purchasing Cooperative. Under a Cooperative Purchasing Agreement, any contract may be extended for use by other municipalities, school districts and government agencies with the approval of Contractor. Any such usage by other entities must be in accordance with the statutes, codes, ordinances, charter and/or procurement rules and regulations of the respective government agency. Orders placed by other agencies and payment thereof will be the sole responsibility of that agency. The City is not responsible for any disputes arising out of transactions made by others. S.40 FUEL CHARGES AND PRICE INCREASES. No fuel surcharges will be accepted. No price increases will be accepted without proper request by Contractor and response by the City’s Procurement Division. S.41 NOTICES. All notices to be given pursuant to this Agreement must be delivered to the parties at their respective addresses. Notices may be (i) personally delivered; (ii) sent via certified or registered mail, postage prepaid; (iii) sent via overnight courier; or (iv) sent via facsimile. If provided by personal delivery, receipt will be deemed effective upon delivery. If sent via certified or registered mail, receipt will be deemed effective three (3) calendar days after being deposited in the United States mail. If sent via overnight courier or facsimile, receipt will be deemed effective two (2) calendar days after the sending thereof. S.42 GOVERNING LAW, VENUE. This Agreement is governed by the laws of the State of Florida. The exclusive venue selected for any proceeding or suit in law or equity arising from or incident to this Agreement will be Pinellas County, Florida. S.43 INTEGRATION CLAUSE. This Agreement, including all attachments and exhibits hereto, supersede all prior oral or written agreements, if any, between the parties and constitutes the entire agreement between the parties with respect to the work to be performed. S.44 PROVISIONS REQUIRED BY LAW. Any provision required by law to be in this Agreement is a part of this Agreement as if fully stated in it. TERMS AND CONDITIONS Asset Inventory, Valuation & Naming Rights Services 16 RFP #50-21 S.45 SEVERABILITY. If any provision of this Agreement is declared void or unenforceable, such provision will be severed from this Agreement, which will otherwise remain in full force and effect. The parties will negotiate diligently in good faith for such amendment(s) of this Agreement as may be necessary to achieve the original intent of this Agreement, notwithstanding such invalidity or unenforceability. S.46 SURVIVING PROVISIONS. Notwithstanding any completion, termination, or other expiration of this Agreement, all provisions which, by the terms of reasonable interpretation thereof, set forth rights and obligations that extend beyond completion, termination, or other expiration of this Agreement, will survive and remain in full force and effect. Except as specifically provided in this Agreement, completion, termination, or other expiration of this Agreement will not release any party from any liability or obligation arising prior to the date of termination. DETAILED SPECIFICATIONS Asset Inventory, Valuation & Naming Rights Services 17 RFP #50-21 1. INTRODUCTION. The City of Clearwater (City) is located on the West Coast of Florida in the Tampa Bay region. It is the third largest city in the region with an estimated population of 118,017 residents. The City of Clearwater is also a major tourist destination – Clearwater Beach was rated #1 U.S. Beach by TripAdvisor’s Traveler’s Choice Awards in 2018 and 2019 and is consistently ranked as one of the top beaches in the world. The City of Clearwater is home to the Philadelphia Phillies Spring Training and Clearwater Threshers Minor League Baseball, as well as hosting several sports tournaments through the year that attract visitors from across the country. Clearwater is home to Winter the Dolphin and the Clearwater Marine Aquarium. Winter’s story made it all the way to Hollywood in the motion pictures “Dolphin Tale” and “Dolphin Tale 2”, both filmed here in Clearwater. 2. INTENT. The City of Clearwater is soliciting proposals from qualified companies and/or consultants to provide professional services related to asset inventory, valuation, and the naming rights for Coachman Park. The City seeks a company to identify one (1) regionally based corporation that can create a successful partnership that enhances the company’s community marketing efforts and image while offering the City of Clearwater revenue to continue to attract and develop new business. 3. BACKGROUND. Coachman Park is located at 301 Drew Street in sparkling Downtown Clearwater behind the City’s Main Library, accessible from Drew Street or via Cleveland Street. This waterfront, open-air venue provides a magnificent backdrop for concerts, festivals, and exhibitions throughout the year. Currently Coachman Park is undergoing redevelopment, adding a $15-million, 4,000-seat covered amphitheater. When completed, the park will have a garden, playground, greenspace, trail, and gateway plaza, in addition to the amphitheater. Completion of the park project, which is part of the city’s $85 million Imagine Clearwater Master Plan, is slated for the fall of 2023. The park is currently managed by the City’s Parks & Recreation Department and maintained by both Parks & Recreation as well as the City’s Building and Maintenance Division. The City intends to create a park governance structure to operate Coachman Park upon the completion of the City’s Imagine Clearwater project. Additional information on Coachman Park and the City’s Imagine Clearwater project can be found at the following web links: ➢ Coachman Park: https://www.myclearwaterparks.com/facilities/facilities -amenities- locator/coachman-park ➢ Imagine Clearwater Project: https://www.myclearwater.com/residents/imagine-clearwater- new 4. SCOPE OF SERVICES. The awarded company/consultant (Consultant) is expected to collaborate with City staff toward the following goals: 4.1 ASSET INVENTORY AND VALUATION. Consultant will perform an asset inventory and valuation of all assets that Coachman Park has to generate revenue, resulting in a master inventory list delivered to City staff detailing such. i. The master inventory list shall include all the components that can be leveraged for sponsorships (excluding advertisements) and estimate the fair market valuation of those components, identifying the valuation methodology used. This work is the first phase of the City’s long-term sponsorship strategy which may require an assessment and valuation for other applicable assets in the future. ii. The successful Consultant will conduct interviews with key internal stakeholders, visit properties, review relevant marketing materials, and conduct appropriate external research to inform the valuation study. DETAILED SPECIFICATIONS Asset Inventory, Valuation & Naming Rights Services 18 RFP #50-21 4.2 NAMING RIGHTS AND SALES. Consultant will assist the with naming rights services for Coachman Park; including but not limited to: i. Gauge community sentiment on the eventual partnerships between the City and external parties (e.g. corporations, foundations, private sponsors, etc.). ii. Advise on the type of naming rights policies that should be in place or revised. The successful Consultant will be required to review all relevant naming rights policies, as well as other applicable reports and documents, from other similar municipalities and compare against the City’s practices. iii. Conduct interviews with key internal stakeholders to understand current practices, challenges and opportunities. Furthermore, the selected successful Consultant shall review all relevant guidelines, policies and bylaws (i.e. sponsorship policies, and sign bylaw) that could be amended for city -wide alignment related to sponsorship activities. The outcome of this review should indicate the need for a specific type of sponsorship policy or for a revision to an existing policy. iv. Develop the criteria to identify all marketable components (i.e. programs and facilities) associated with those assets and determine the type of sponsorships that can be leveraged, such as naming rights. As part of this exercise, explain why some components are not applicable for sponsorships and/or naming rights. v. Provide the City with realistic revenue projections and return on investment based on various sponsorship/agreement terms (e.g. 5, 10, 15, 20 years). Suggest how the City can maximize the market value of these assets or potential revenues via targeted sponsorships and bundling. vi. Naming the Park with a name chosen by the sponsor, subject to final approval by the City of Clearwater. vii. Compile a list of viable potential naming rights partners with sample deliverables that would be a part of the potential naming rights deal along with the plan for how to maintain the agreement requirements. viii. Provide a plan for client management and how the relationship between the consultant, sponsor, and City will look during negotiations, contract signing, and after the agreement has begun to develop relational capital critical to the success of the sponsorship. ix. Work closely with the City of Clearwater to provide name, logos, and any other marketing support in the form of media, promotions, and community projects. x. Offer and describe promotional advertising opportunities. xi. State the objectives and strategy, if any, to introduce, build, and increase awareness of the facility’s new name. xii. Describe the strategy to ensure a complete and integrated use of the new name before the start of 2023. xiii. Provide a pricing structure for the service of asset sales should the city so desire to utilize said services. xiv. Provide guidance and/or options to city staff regarding management of portfolio. Exclusivity- Respondent shall define the entities that are within the Respondent's area of business which it desires to preclude from having naming rights for areas within the park. The City intends to avoid the granting of naming rights for other areas within the park to entities which are in the same area of business of the successful Respondent. 4.3 ADDITIONAL SERVICES. The City reserves the right to utilize the Consultant, when deemed necessary, to provide additional assistance/services related to asset inventory, valuation and naming right services as needed in the future under this award. DETAILED SPECIFICATIONS Asset Inventory, Valuation & Naming Rights Services 19 RFP #50-21 5. MINIMUM QUALIFICATIONS. Respondents should have a minimum of five (5) years of direct related experience, preferably in a municipal setting. Additionally, respondents must have completed at minimum one (1) project of similar scope. 6. INSURANCE REQUIREMENTS. The Vendor shall, at its own cost and expense, acquire and maintain (and cause any subcontractors, representatives or agents to acquire and maintain) during the term with the City, sufficient insurance to adequately protect the respective interest of the parties. Coverage shall be obtained with a carrier having an AM Best Rating of A-VII or better. In addition, the City has the right to review the Contractor’s deductible or self -insured retention and to require that it be reduced or eliminated. Specifically, the Vendor must carry the following minimum types and amounts of insurance on an occurrence basis or in the case of coverage that cannot be obtained on an occurrence basis, then coverage can be obtained on a claims-made basis with a minimum three (3) year tail following the termination or expiration of this Agreement: a. Commercial General Liability Insurance coverage, including but not limited to, premises operations, products/completed operations, products liability, contractual liability, adver tising injury, personal injury, death, and property damage in the minimum amount of $1,000,000 (one million dollars) per occurrence and $2,000,000 (two million dollars) general aggregate. b. Commercial Automobile Liability Insurance coverage for any owned, non-owned, hired or borrowed automobile is required in the minimum amount of $1,000,000 (one million dollars) combined single limit. c. Professional Liability/Malpractice/Errors or Omissions Insurance coverage appropriate for the type of business engaged in by the Respondent with minimum limits of $2,000,000 (two million dollars) per occurrence. If a claim is made form of coverage is provided, the retroactive date of coverage shall be no later than the inception date of claims made coverage, unless the prior policy was extended indefinitely to cover prior acts. Coverage shall be extended beyond the policy year either by a supplemental extended reporting period (SERP) of as great a duration as available, and with no less coverage and with reinstated aggregate limits, or by requiring that any new policy provide a retroactive date no later than the inception date of claims made coverage. d. Unless waived by the State of Florida and proof of waiver is provided to the City, statutory Workers’ Compensation Insurance coverage in accordance with the laws of the State of Florida, and Employer’s Liability Insurance in the minimum amount of $500,000 (five hundred thousand dollars) each employee each accident, $500,000 (five hundred thousand dollars) each employee by disease, and $500,000 (five hundred thousand dollars) disease policy limit. Coverage should include Voluntary Compensation, Jones Act, and U.S. Longshoremen’s and Harbor Worker’s Act coverage where applicable. Coverage must be applicable to employees, contractors, subcontractors, and volunteers, if any. The above insurance limits may be achieved by a combinat ion of primary and umbrella/excess liability policies. Other Insurance Provisions. a. Prior to the execution of this Agreement, and then annually upon the anniversary date(s) of the insurance policy’s renewal date(s) for as long as this Agreement remains in effect, the Vendor will furnish the City with a Certificate of Insurance(s) (using appropriate ACORD certificate, SIGNED by the Issuer, and with applicable endorsements) evidencing all of the coverage set forth above and naming the City as an “Additional Insured” on the Commercial General Liability Insurance and the Commercial Automobile Liability Insurance. In addition when requested in writing from the City, Vendor will provide the City with certified copies of all DETAILED SPECIFICATIONS Asset Inventory, Valuation & Naming Rights Services 20 RFP #50-21 applicable policies. The address where such certificates and certified policies shall be sent or delivered is as follows: City of Clearwater Attn: Procurement Division, RFP #50-21 P.O. Box 4748 Clearwater, FL 33758-4748 b. Vendor shall provide thirty (30) days written notice of any cancellation, non-renewal, termination, material change or reduction in coverage. c. Vendor’s insurance as outlined above shall be primary and non-contributory coverage for Vendor’s negligence. d. Vendor reserves the right to appoint legal counsel to provide for the Vendor’s defense, for any and all claims that may arise related to Agreement, work performed under this Agreement, or to Vendor’s design, equipment, or service. Vendor agrees that the Ci ty shall not be liable to reimburse Vendor for any legal fees or costs as a result of Vendor providing its defense as contemplated herein. The stipulated limits of coverage above shall not be construed as a limitation of any potential liability to the City, and City’s failure to request evidence of this insurance shall not be construed as a waiver of Vendor’s (or any contractors’, subcontractors’, representatives’ or agents’) obligation to provide the insurance coverage specified. MILESTONES Asset Inventory, Valuation & Naming Rights Services 21 RFP #50-21 1. ANTICIPATED BEGINNING AND END DATE OF INITIAL TERM. November 2021 – May 2022 If the commencement of performance is delayed because the City does not execute the contract on the start date, the City may adjust the start date, end date and milestones to reflect the delayed execution. 2. EXTENSION. The City reserves the right to extend the term of this contract, provided however, that the City shall give written notice of its intentions to extend this contract no later than thirty (30) days prior to the expiration date of the contract. 3. PRICES. All pricing shall be firm for the term of the contract. RESPONSE ELEMENTS Asset Inventory, Valuation & Naming Rights Services 22 RFP #50-21 1. PROPOSAL SUBMISSION - It is recommended that responses are submitted electronically through our bids website at https://www.myclearwater.com/business/rfp . For responses mailed and/or hand-delivered, Consultant must submit one (1) signed original (identified as ORIGINAL) response, four (4) copies of the response and one (1) copy in an electronic format, on a disc or thumb drive, in a sealed container using the label provided at the end of this solicitation. If submitting proposals electronically, copies are not required. 2. PROPOSAL FORMAT (the following should be included and referenced with index tabs) *NOTE: Every proposal received by the City will be considered a public record pursuant to Chapter 119, Florida Statutes. Any response marked confidential may be deemed non- responsive to this RFP. Table of Contents: Identify contents by tab and page number TAB 1 - Letter of Transmittal. A brief letter of transmittal should be submitted that includes the following information: a. The proposer’s understanding of the work to be performed. b. A positive commitment to perform the service within the time period specified. c. The names of key persons, representatives, project managers who will be the main contacts for the City regarding this project. TAB 2 - Demonstrated Experience of Company and Project Personnel. a. Identify the project managers(s) and individuals who will work as part of the engagement. Include resumes for each person to be assigned. b. Describe the direct experience in conducting similar services for each of the individuals assigned to the engagement including their education. c. Describe the organization of the project team, detailing the level of involvement, field of expertise and estimated hours for each member of the team. d. Describe what support, if any, you anticipate for this project from the City of Clearwater. TAB 3 - Project Methodology, Approach and Timeline. a. Describe your approach to performing the contracted work including all tasks, deliverables and staffing. b. Provide a detailed timeline for the services requested in this RFP. TAB 4 – References. A minimum of three (3) references, preferably from other public entities in similar size to the City of Clearwater, within the past five (5) years, for whom the proposer has provided similar services. Of the references provided, one (1) must include a project of similar scope. Each reference must include the name of the entity, date of services, position(s), address, contact person, telephone number, and email address. TAB 5 - Cost of Consulting Services. The cost portion of the proposal should include the following elements: a. Show fee as a lump sum amount and include all direct and related expenses (travel, per diem, reproduction, etc.). b. Include a breakdown of tasks, hours, classification, and direct expenses. TAB 6 - Other Forms. The following forms should be completed and signed: a. Exceptions/Additional Materials/Addenda form b. Vendor Information f orm c. Vendor Certification of Proposal form d. Scrutinized Companies form(s) as required e. E-Verify Eligibility form f. Copies of licenses and/or certifications if requested g. W-9 Form. Include a current W-9 form (http://www.irs.gov/pub/irs-pdf/fw9.pdf) EXCEPTIONS / ADDITIONAL MATERIAL / ADDENDA Asset Inventory, Valuation & Naming Rights Services 23 RFP #50-21 Proposers shall indicate any and all exceptions taken to the provisions or specifications in this solicitation document. Exceptions that surface elsewhere and that do not also appear under this section shall be considered invalid and void and of no contractual significance. Exceptions (mark one): **Special Note – Any material exceptions taken to the City’s Terms and Conditions may render a Proposal non-responsive. No exceptions Exceptions taken (describe--attach additional pages if needed) Additional Materials submitted (mark one): No additional materials have been included with this proposal Additional Materials attached (describe--attach additional pages if needed) Acknowledgement of addenda issued for this solicitation: Prior to submitting a response to this solicitation, it is the vendor’s responsibility to confirm if any addenda have been issued. Addenda Number Initial to acknowledge receipt Vendor Name Date: VENDOR INFORMATION Asset Inventory, Valuation & Naming Rights Services 24 RFP #50-21 Company Legal/Corporate Name: Doing Business As (if different than above): Address: City: State: Zip: - Phone: Fax: E-Mail Address: Website: DUNS # Remit to Address (if different than above): Order from Address (if different from above): Address: Address: City: State: Zip: City: State: Zip: Contact for Questions about this proposal: Name: Fax: Phone: E-Mail Address: Day-to-Day Project Contact (if awarded): Name: Fax: Phone: E-Mail Address: Certified Small Business Certifying Agency: Certified Minority, Woman or Disadvantaged Business Enterprise Certifying Agency: Provide supporting documentation for your certification, if applicable. VENDOR CERTIFICATION OF PROPOSAL Asset Inventory, Valuation & Naming Rights Services 25 RFP #50-21 By signing and submitting this Proposal, the Vendor certifies that: a) It is under no legal prohibition to contract with the City of Clearwater. b) It has read, understands, and is in compliance with the specifications, terms and conditions stated herein, as well as its attachments, and any referenced documents. c) It has no known, undisclosed conflicts of interest. d) The prices offered were independently developed without consultation or collusion with any of the other respondents or potential respondents or any other anti-competitive practices. e) No offer of gifts, payments or other consideration were made to any City employee, officer, elected official, or consultant who has or may have had a role in the procurement process for the services and or goods/materials covered by this contract. f) It understands the City of Clearwater may copy all parts of this response, including without limitation any documents and/or materials copyrighted by the respondent, for internal use in evaluating respondent’s offer, or in response to a public records request under Florida’s public records law (F.S. 119) or other applicable law, subpoena, or other judicial process. g) Respondent hereby warrants to the City that the respondent and each of its subcontractors (“Subcontractors”) will comply with, and are contractually obligated to comply with, all Federal Immigration laws and regulations that relate to their employees. h) Respondent certifies that they are not in violation of section 6(j) of the Federal Export Administration Act and not debarred by any Federal or public agency. i) It will provide the materials or services specified in compliance with all Federal, State, and Local Statutes and Rules if awarded by the City. j) It is current in all obligations due to the City. k) It will accept such terms and conditions in a resulting contract if awarded by the City. l) The signatory is an officer or duly authorized agent of the respondent with full power and authority to submit binding offers for the goods or services as specified herein. ACCEPTED AND AGREED TO: Company Name: Signature: Printed Name: Title: Date: SCRUTINIZED COMPANIES FORMS Asset Inventory, Valuation & Naming Rights Services 26 RFP #50-21 SCRUTINIZED COMPANIES AND BUSINESS OPERATIONS WITH CUBA AND SYRIA CERTIFICATION FORM IF YOUR BID/PROPOSAL IS $1,000,000 OR MORE, THIS FORM MUST BE COMPLETED AND SUBMITTED WITH THE BID/PROPOSAL. FAILURE TO SUBMIT THIS FORM AS REQUIRED MAY DEEM YOUR SUBMITTAL NONRESPONSIVE. The affiant, by virtue of the signature below, certifies that: 1. The vendor, company, individual, principal, subsidiary, affiliate, or owner is aware of the requirements of section 287.135, Florida Statutes, regarding companies on the Scrutinized Companies with Activities in Sudan List, the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaging in business operations in Cuba and Syria; and 2. The vendor, company, individual, principal, subsidiary, affiliate, or owner is eligible to participate in this solicitation and is not listed on either the Scrutinized Companies with Activities in Sudan List, the Scrutinized Companies with Activities in the Iran Petroleum Sector List, or engaged in business operations in Cuba and Syria; and 3. Business Operations means, for purposes specifically related to Cuba or Syria, engaging in commerce in any form in Cuba or Syria, including, but not limited to, acquiring, developing, maintaining, owning, selling, possessing, leasing or operating equipment, facilities, personnel, products, services, personal property, real property, military equipment, or any other apparatus of business or commerce; and 4. If awarded the Contract (or Agreement), the vendor, company, individual, principal, subsidiary, affiliate, or owner will immediately notify the City of Clearwater in writing, no later than five (5) calendar days after any of its principals are placed on the Scrutinized Companies with Activities in Sudan List, the Scrutinized Companies with Activities in the Iran Petroleum Sector List, or engaged in business operations in Cuba and Syria. __________________________________________ Authorized Signature __________________________________________ Printed Name __________________________________________ Title __________________________________________ Name of Entity/Corporation STATE OF _____________________ COUNTY OF ___________________ The foregoing instrument was acknowledged before me by means of ☐ physical presence or ☐ online notarization on, this _____ day of _________________, 20____, by _____________________________ (name of person whose signature is being notarized) as the ________________________ (title) of ______________________________________(name of corporation/entity), personally known ______, or produced _________________________ (type of identification) as identificatio n, and who did/did not take an oath. __________________________________________ Notary Public __________________________________________ Printed Name My Commission Expires: __________________ NOTARY SEAL ABOVE SCRUTINIZED COMPANIES FORMS Asset Inventory, Valuation & Naming Rights Services 27 RFP #50-21 SCRUTINIZED COMPANIES THAT BOYCOTT ISRAEL LIST CERTIFICATION FORM THIS FORM MUST BE COMPLETED AND SUBMITTED WITH THE BID/PROPOSAL. FAILURE TO SUBMIT THIS FORM AS REQUIRED MAY DEEM YOUR SUBMITTAL NONRESPONSIVE. The affiant, by virtue of the signature below, certifies that: 1. The vendor, company, individual, principal, subsidiary, affiliate, or owner is aware of the requirements of section 287.135, Florida Statutes, regarding companies on the Scrutinized Companies that Boycott Israel List, or engaged in a boycott of Israel; and 2. The vendor, company, individual, principal, subsidiary, affiliate, or owner is eligible to participate in this solicitation and is not listed on the Scrutinized Companies that Boycott Israel List, or engaged in a boycott of Israel; and 3. “Boycott Israel” or “boycott of Israel” means refusing to deal, terminating business activities, or taking other actions to limit commercial relations with Israel, or persons or entities doing business in Israel or in Israeli-controlled territories, in a discriminatory manner. A statement by a company that it is participating in a boycott of Israel, or that it has initiated a boycott in response to a request for a boycott of Israel or in compliance with, or in furtherance of, calls for a boycott of Israel, may be considered as evidence that a company is participating in a boycott of Israel; and 4. If awarded the Contract (or Agreement), the vendor, company, individual, principal, subsidiary, affiliate, or owner will immediately notify the City of Clearwater in writing, no later than five (5) calendar days after any of its principals are placed on the Scrutinized Companies that Boycott Israel List, or engaged in a boycott of Israel. ______________________________________ Authorized Signature ______________________________________ Printed Name ______________________________________ Title ______________________________________ Name of Entity/Corporation STATE OF _____________________ COUNTY OF ___________________ The foregoing instrument was acknowledged before me by means of ☐ physical presence or ☐ online notarization on, this _____ day of _________________, 20____, by _____________________________ (name of person whose signature is being notarized) as the ________________________ (title) of ______________________________________(name of corporation/entity), personally known ______, or produced _________________________ (type of identification) as identification, and who did/did not take an oath. __________________________________________ Notary Public __________________________________________ Printed Name My Commission Expires: __________________ NOTARY SEAL ABOVE E-VERIFY ELIGIBILITY FORM Asset Inventory, Valuation & Naming Rights Services 28 RFP #50-21 VERIFICATION OF EMPLOYMENT ELIGIBILITY FORM PER FLORIDA STATUTE 448.095, CONTRACTORS AND SUBCONTRACTORS MUST REGISTER WITH AND USE THE E-VERIFY SYSTEM TO VERIFY THE WORK AUTHORIZATION STATUS OF ALL NEWLY HIRED EMPLOYEES. THIS FORM MUST BE COMPLETED AND SUBMITTED WITH THE BID/PROPOSAL. FAILURE TO SUBMIT THIS FORM AS REQUIRED MAY DEEM YOUR SUBMITTAL NONRESPONSIVE. The affiant, by virtue of the signature below, certifies that: 1. The Contractor and its Subcontractors are aware of the requirements of Florida Statute 448.095. 2. The Contractor and its Subcontractors are registered with and using the E-Verify system to verify the work authorization status of newly hired employees. 3. The Contractor will not enter into a contract with any Subcontractor unless each party to the contract registers with and uses the E-Verify system. 4. The Subcontractor will provide the Contractor with an affidavit stating that the Subcontractor does not employ, contract with, or subcontract with unauthorized alien. 5. The Contractor must maintain a copy of such affidavit. 6. The City may terminate this Contract on the good faith belief that the Contractor or its Subcontractors knowingly violated Florida Statutes 448.09(1) or 448.095(2)(c). 7. If this Contract is terminated pursuant to Florida Statute 448.095(2)(c), the Contractor may not be awarded a public contract for at least 1 year after the date on which this Contract was terminated. 8. The Contractor is liable for any additional cost incurred by the City as a result of the termination of this Contract. __________________________________________ Authorized Signature __________________________________________ Printed Name __________________________________________ Title __________________________________________ Name of Entity/Corporation STATE OF _____________________ COUNTY OF ___________________ The foregoing instrument was acknowledged before me by means of ☐ physical presence or ☐ online notarization on, this _____ day of _________________, 20____, by _______________________________ (name of person whose signature is being notarized) as the ________________________ (title) of ______________________________________(name of corporation/entity), personally known ______, or produced _________________________ (type of identification) as identification, and who did/did not take an oath. ____________________________________ Notary Public ____________________________________ Printed Name My Commission Expires: __________________ NOTARY SEAL ABOVE MAILING LABEL CUT ALONG THE LINE AND AFFIX TO THE FRONT OF YOUR BID CONTAINER Asset Inventory, Valuation & Naming Rights Services 29 RFP #50-21 --------------------------------------------------------------------------------- For US Mail ------------------------------------------------------------------------------ SEALED PROPOSAL Submitted by: Company Name: Address: City, State, Zip: RFP #50-21, Asset Inventory, Valuation and Naming Rights Services Due Date: September 29, 2021at 10:00 A.M. City of Clearwater Attn: Procurement Division PO Box 4748 Clearwater FL 33758-4748 --------------------------------------------------------------------------------- For US Mail ------------------------------------------------------------------------------ ---------------------------------------------- For Hand Deliveries, FEDEX, UPS or Other Courier Services ------------------------------------------------ SEALED PROPOSAL Submitted by: Company Name: Address: City, State, Zip: RFP #50-21, Asset Inventory, Valuation and Naming Rights Services Due Date: September 29, 2021at 10:00 A.M. City of Clearwater Attn: Procurement Division 100 S Myrtle Ave 3rd Fl Clearwater FL 33756-5520 --------------------------------------------- For Hand Deliveries, FEDEX, UPS or Other Courier Services ------------------------------------------------ 1) CHARGE, LLC 2) Team Services, LLC 7163 Whitestown Pkwy., #207 1700 Rockville Pike, Suite 460 Zionsville, IN 46077 Rockville, MD 20852 (317) 569-0300 (301) 770-5899 3) The Superlative Group 4) Victus Advisors LLC 2843 Franklin Blvd.2720 Homestead Road #130 Cleveland, OH 44113 Park City, UT 84098 (216) 592-9400 (435) 776-5728 ADVERTISED: TAMPA BAY TIMES 8/25/2021 POSTED:myclearwater.com 08/23-09/29/21 Due/Opening: September 29, 2021; 10:00 a.m. REQUEST FOR PROPOSAL No. 50-21 ASSET INVENTORY, VALUATION AND NAMING RIGHTS SERVICES Solicitation Response Listing FOR THE CITY OF CLEARWATER 1 The Superlative Group, Inc. 2843 Franklin Blvd. Cleveland, OH 44113 Professional Services Agreement This agreement (“Agreement”) is entered into on ________ (“Effective Date”) and sets forth the terms and conditions between The Superlative Group, Inc. (“Superlative”), an Ohio Corporation located at 2843 Franklin Blvd. Cleveland, Ohio 44113 and The City of Clearwater, Florida (the “Client” or “City”), located at Post Office Box 4748, Clearwater, FL 33758-4748 with respect to naming rights and sponsorship valuation and sales services to be provided by Superlative in connection with the marketable opportunities associated with the Client’s marketable assets, including, without limitation, Coachman Park (the “Assets”). A map of Coachman Park is set forth in Exhibit C, which is hereby incorporated into this Agreement. Throughout this Agreement, Superlative and the Client shall be referred to individually as a “Party” and collectively as “The Parties.” For purposes of this Agreement, reference to Client shall also include its affiliate entities that will be entering into Sponsorship Agreements (defined in Section 2) pursuant to this Agreement. The Parties have agreed as follows: 1. Services: During the Term (defined in Section 4), the Client hereby retains Superlative to serve as the exclusive sponsorship and naming rights representative of the Client with respect to the valuation and sale of sponsorship, naming rights, presenting sponsor, official sponsor, category partnership, pouring rights, advertising, hospitality, or any other rights, benefits, or recognition, in whole or in part, in connection with the Assets (“Services”). The scope of Services is further described in Exhibit A, which is attached to and incorporated as part of this Agreement by reference. Superlative agrees to use its diligent efforts, consistent with its own business judgment, in carrying out its obligations under this Agreement. 2. Sponsor/Sponsorship Agreement: Each entity secured by Superlative that subsequently enters into a “Sponsorship Agreement” (defined below) with the Client shall be referred to as a “Sponsor.” If any entity, including any charitable corporate foundation related to any Sponsor, elects to make a contribution in support of the Assets, then subject to the terms of the applicable Sponsorship Agreement, such entity making the contribution shall also be deemed a Sponsor and the contribution shall be deemed consideration in connection with the Assets. Those contracts or agreements, including renewals, extensions and modifications thereof, by which any party enters to receive sponsorship, naming rights, presenting sponsor, official sponsor, category partnership, pouring rights, advertising, hospitality, or any other rights, benefits, or recognition, in whole or in part, in connection with the Assets are herein referred to as “Sponsorship Agreements.” 2 3. Authority to Bind: Superlative agrees that Superlative shall not have any right to bind or commit the Client in any way. Any arrangement or understanding binding the Client, or by which any Sponsor obtains any rights or benefits in connection with the Assets and the Client, shall be set forth in a written agreement approved by the Client and executed by the Client and the Sponsor involved. The Client shall provide Superlative with a copy of this agreement and any modification or renewal thereof effected at any time. 4. Term: The “Phase I Term” of this Agreement shall commence on the Effective Date and expire upon Superlative’s delivery of the Valuation Report. The “Phase II Term” of this Agreement, if triggered, shall commence upon the Client delivering Superlative a written notice to proceed to Phase II sales services, as set forth in Section 6 of this Agreement, and shall continue for eighteen (18) months, unless extended in accordance with this Agreement. The Parties further agree, however, that the Parties shall have the right through written, mutual agreement, no later than sixty (60) days before the expiration of the Phase II Term, to renew and extend the Phase II Term hereof for successive twelve (12) month periods (“Extended Term”). Individually or jointly, the Phase I Term and the Phase II Term may be referred to herein as the “Term.” 5. Consideration: 5.1. As consideration to Superlative for the Services of Superlative as described herein, the Client agrees to pay to Superlative as follows: (a) Phase I Asset Valuation Services: a professional services fee in the amount of Sixty Thousand USD ($60,000) (“Professional Services Fee”). The Professional Services Fee shall be paid in two installments. The first installment shall be paid to Superlative in the amount of Thirty Thousand USD ($30,000) upon completion of a site visit by Superlative and Superlative’s delivery of the information request. The second installment shall be paid to Superlative in the amount of Thirty Thousand USD ($30,000) upon delivery by Superlative of the first draft of the valuation report in relation to the Assets (the “Valuation Report”); and (b) Phase II Naming Rights and Sponsorship Sales Services. In the event Client provides Superlative with a written notice to proceed to Phase II sales services (in accordance with Section 6), Client shall also, in its written notice to proceed, choose one of the payment options listed in Sections 5.1(b)(i) or 5.1(b)(ii) that it desires for Phase II sales services and such payment option shall constitute the payment terms for the Phase II sales services. (i) Option 1 1. Five Thousand Five Hundred USD ($5,500) per month for the Phase II Term (“Retainer”) to be payable within the first five (5) days of each month immediately following Superlative’s receipt of the notice to proceed as outlined in Section 6 below; and 2. Twenty Percent (20%) commission on Sponsorship Income 3 OR (ii) Option 2 1. Seven Thousand Five Hundred USD ($7,500) per month for the Phase II Term (“Retainer”) to be payable within the first five (5) days of each month immediately following Superlative’s receipt of the notice to proceed as outlined in Section 6 below; and 2. Fifteen Percent (15%) commission on Sponsorship Income 5.2. Client shall reimburse Superlative for all pre-approved travel and expenses at cost. 5.3. Any and all consideration, as stated in this Section 5, owed to Superlative pursuant to this Agreement that is derived from Sponsorship Income, and Client’s obligation pay such consideration, shall survive the termination or expiration of this Agreement. Client’s obligation to pay any Professional Services Fee and Retainer payments shall also survive the termination or expiration of this Agreement, in the event that such payments have not been paid upon the termination or expiration of this Agreement. 6. Completion of Phase I/Valuation and Initiation of Phase II/Sales Services: Superlative shall use commercially reasonable efforts to deliver the final draft of the Valuation Report to the Client within four (4) months of the Effective Date, unless otherwise agreed to by the Parties. The delivery of the final draft of the Valuation Report shall not be unreasonably conditioned or delayed by Client. In the event that the Client unreasonably conditions or delays the delivery of the Valuation Report, the delivery period, as set forth in this Section 6, shall be extended for the period of time in which the final draft was conditioned or delayed by the Client. Client shall have no obligation to proceed with Phase II sales services in connection with the Assets. In the event Client decides to proceed with Phase II sales services in connection with the Assets, it shall provide Superlative with a written notice to proceed, which notice is to occur upon a date to be mutually agreed upon by the Parties after the delivery of the final draft of the Valuation Report. Upon receipt of such notice to proceed, Superlative shall initiate the Phase II sales services in connection with the Assets. 7. Sponsorship Income: 7.1. As used herein, “Sponsorship Income” shall mean all amounts paid or payable by or on behalf of any entity as consideration for the right to receive any sponsorship, naming rights, presenting sponsor, official sponsor, category partnership, pouring rights, advertising, hospitality, or any other rights, benefits, or recognition, in whole or in part, in connection with the Client and the Assets, regardless of whether such amounts are paid during the Term hereof or during any period following the last day of the Term, pursuant to: (a) Any Sponsorship Agreement which is executed with a Sponsor during the Term of this Agreement; 4 (b) Any Sponsorship Agreement which is executed within twelve (12) months following the expiration or termination of the Term hereof with any entity that was previously solicited by Superlative to become a Sponsor and with which Superlative had conducted good-faith discussions concerning the possibility of such entity becoming a Sponsor; and (c) Any renewal, extension or modification of any such contract or agreement, as described in sections 7.1(a) and 7.1(b) immediately above. 7.2. If any entity set forth in Section 7.1 shall provide the Client with any “in-kind” consideration (for example, products, services, advertising commitments, etc.), then such in-kind consideration shall be considered “Sponsorship Income” and shall be commissionable to Superlative at the rate described in Section 5 above. In-kind consideration shall be valued at the valuation set forth in the relevant Sponsorship Agreement, or if there is no such valuation, at the fair market value thereof. 8. Collection of Sponsorship Income: The Client shall be solely responsible for and shall directly collect all Sponsorship Income. Client will remit any commission owed on Sponsorship Income to Superlative within thirty (30) days of receipt of Sponsorship Income. Any payments shall be made by check payable to “The Superlative Group, Inc.” at the address set forth herein. At the time of payment to Superlative, the Client shall supply Superlative with a statement showing the identity of the entity that made payment, the amount paid, the date of receipt, and the calculation of commission payable to Superlative. 9. Exclusivity: Superlative shall serve as the exclusive naming rights and sponsorship valuation and sales agent of the Client to value and sell sponsorship, naming rights, presenting sponsor, official sponsor, category partnership, pouring rights, advertising, hospitality, or any other rights, benefits, or recognition, in whole or in part, in connection with the Assets during the Term of this Agreement. 10. Progress Meetings: Representatives of Superlative will make themselves available to meet with senior Client executives on a periodic basis to assess the progress of the Services, and at such time Superlative will provide the Client with Superlative’s opinions and recommendations for obtaining a successful outcome for the naming rights and sponsorship sales. 11. Record Keeping: Each Party agrees that it will keep accurate and complete records and books of accounts showing all income it receives relating to this Agreement. Each Party or its representatives shall have the right at all reasonable times (prior to the expiration of two (2) years after the end of the Term) to inspect and make copies of the books and records of the other Party so far as such books and records shall relate to the computation of amounts to be paid to Superlative and the Client hereunder. 12. Partnership/Joint Venture: This Agreement does not constitute and shall not be construed as constituting a partnership or joint venture between the Client and Superlative. Neither Party shall have any right to obligate or bind the other Party in any manner whatsoever, and nothing herein contained shall give or is intended to give any rights of any kind to any third person. 5 13. Ownership of Proprietary Information: This Agreement does not constitute and shall not be construed as constituting the transfer or assignment of any proprietary information from Superlative to the Client. Superlative shall retain the ownership rights to all proprietary information that it owned (in whole or in part) prior to entering into this Agreement, including, but not limited to, trade secrets, technology, formulas, calculations, algorithms, or information pertaining to business operations and strategies, and information pertaining to customers and pricing. 14. Intellectual Property Rights. This Agreement does not constitute and shall not be construed as constituting the transfer or assignment of any intellectual property between the Parties, unless set forth otherwise in this Agreement. The Parties shall retain ownership right, title, and interest to all intellectual property that they owned (in whole or in part) prior to entering into this Agreement, including, but not limited to, copyrights, patents, trademarks, and service marks. 15. Client Indemnification: The Client shall indemnify, save and hold harmless Superlative, its affiliates, their respective officers, directors, employees, shareholders, and any of them, from and against any and all expenses, damages, claims, suits, actions, judgments, and liabilities (“Claims”) arising out of, or in any way connected with, (a) the negligent act or omission or willful misconduct of the Client and its employees relating to this Agreement, (b) the negligent or unlawful use of the Asset by, or activities of, the Client and its employees, related to or connected with Client, or (c) breach by the Client of any representation or warranty of the Client herein set forth. In the event that Claims arise from the concurrent negligence of Client and Superlative, the duty to indemnify shall be limited to the extent of the negligence of Client and its employees. Notwithstanding the foregoing, this Section 15 shall not apply to any claims, suits, actions, judgments, liabilities, and any costs, expenses, and damages resulting therefrom, between the Parties. Furthermore, this Section 15 shall survive the termination or expiration of this Agreement. Nothing contained herein is intended to serve as a waiver by Client of its sovereign immunity, to extend the liability of Client beyond the limits set forth in Section 768.28, Florida Statutes, or be construed as consent by Client to the sued by third parties. 16. Superlative Indemnification: Superlative shall defend, indemnify, save and hold harmless the Client, its affiliates, their respective officers, directors, employees, shareholders, representatives, contractors and agents, and any of them, from and against any and all expenses, damages, claims, suits, actions, judgments, liabilities and costs whatsoever (including attorneys’ fees and expenses of attorneys retained by Superlative) (“Claims”) arising out of, or in any way connected with, (a) the negligent act or omission or willful misconduct of Superlative, its employees, agents, representatives and contractors relating to this Agreement, (b) the negligent or unlawful use of the Asset by, or activities of, Superlative, its employees, agents or contractors, related to or connected with the Superlative, or (c) breach by Superlative of any representation or warranty of Superlative herein set forth. In the event that Claims arise from the concurrent negligence of Superlative and Client, the duty to indemnify shall be limited to the extent of the negligence of Superlative, its employees, agents, representatives and contractors. Notwithstanding the foregoing, this Section 16 shall not apply to any claims, suits, actions, judgments, liabilities, and any costs, expenses, and damages resulting therefrom, between the Parties. Furthermore, this Section 16 shall survive the termination or expiration of this Agreement. 17. Force Majeure: If either Party is delayed, prevented, prohibited, or materially impaired from performing any of its obligations under this Agreement (other than a payment obligation hereunder) as a result of a force majeure event, including, but not limited to, acts of God, adverse weather conditions, natural 6 catastrophe, labor disputes, strikes, war, insurrection, terrorist action, government restrictions, civil commotion, riots, fire, flood, pandemics, epidemics, public health crisis or emergency, or other cause beyond the Parties’ reasonable control, then such Party’s failure to perform such obligation shall not constitute a breach of this Agreement and such Party and shall be excused from performance of such obligation for a period of time equal to the period during which the force majeure event delays, prevents, prohibits, or materially impairs such performance. Notwithstanding the foregoing, a force majeure event does not include any changes in general economic conditions such as inflation, interest rates, economic downturn or other factors of general application; or an occurrence that merely makes performance more difficult or expensive. 18. Damages: Except in regard to Sections 15 and 16 of this Agreement, under no circumstance shall Superlative or the Client be liable to the other Party or any other person or entity for special, incidental, consequential or indirect damages, loss of good will, or exemplary or punitive damages. In addition, and without prejudice to the foregoing, Superlative’s total liability to the Client shall not exceed the total sums paid by the Client under this Agreement in respect of the Services, and Client’s total liability to Superlative shall not exceed the total sums payable to Superlative under this Agreement. 19. Transfer/Assignment: Neither Party shall assign or otherwise transfer this Agreement, nor any rights or obligations hereunder, except upon receipt of the prior express written approval of the other Party hereto. 20. Governing Law and Venue: This Agreement shall be governed and construed according to the laws of the State of Florida without regard to conflict of laws. Any action brought by either Party shall lie in Pinellas County Florida. 21. Construction: Superlative and the Client hereby acknowledge that both Parties participated equally in the negotiation of this Agreement and that, accordingly, in interpreting this Agreement, no weight shall be placed upon which Party hereto or its counsel drafted the provision being interpreted. 22. Severability: The provisions of this Agreement are divisible. If any such provision shall be deemed invalid or unenforceable, such provision shall be limited to the extent necessary to render it valid and enforceable, and the remaining provisions of this Agreement shall continue in full force and effect, without being impaired or invalidated in any way. 23. Survival: Provisions of this Agreement, which by their nature should apply beyond their terms, will remain in force after any termination or expiration of this Agreement including, but not limited to, this Section 23 and the following provisions: Section 5.3, Section 8, Section 11, Section 13, Section 14, Section 15, Section 16, Section 18, Section 20, Section 21, Section 22, Section 25, Section 26, and Section 28. 24. Reserved. 25. Waiver: No failure to exercise, or delay in exercising, any rights, remedy, power, or privilege arising from this Agreement operates or may be construed as a waiver thereof or any other right, remedy, power, or privilege. No single or partial exercise of any right, remedy, power, or privilege hereunder precludes any other or further exercise thereof or the exercise of any other right, remedy, power, or privilege. 7 26. Entire Agreement: This Agreement, including all exhibits, schedules, and any documents or instruments incorporated herein by reference constitutes the sole and entire agreement of the Parties with respect to the subject matter hereof, and supersedes all prior or contemporaneous understandings, agreements, negotiations, representations and warranties, and communications, both written and oral, between the Parties with respect to the subject matter hereof. 27. Amendment: This Agreement may be amended from time to time only upon a written agreement between the Parties. 28. Counterparts. This Agreement may be executed in two (2) or more counterparts (including, without limitation, by means of an electronic or facsimile signature), each of which shall be deemed an original, but all of which, when together constitute one and the same instrument. 29. Public Records: Superlative (hereinafter “contractor” in this section 29 only) will be required to comply with Section 119.0701, Florida Statutes, as may be amended from time to time, specifically to: IF CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT: 727-562-4092, Rosemarie.Call@myclearwater.com, 600 Cleveland Street, Suite 600, Clearwater, FL 33755. Contractor shall comply with the following: a) Keep and maintain public records required by the City of Clearwater (hereinafter “public agency”) to perform the service being provided by the contractor hereunder. b) Upon request from the public agency’s custodian of public records, provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided for in Chapter 119, Florida Statutes, as may be amended from time to time, or as otherwise provided by law. c) Ensure that the public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the contractor does not transfer the records to the public agency. d) Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of the contractor or keep and maintain public records required by the public agency to perform the service. If the contractor transfers all public records to the public agency upon completion of the contract, the contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the contractor keeps and maintains public records upon completion of the contract, the contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be 8 provided to the public agency, upon request from the public agency’s custodian of public records, in a format that is compatible with the information technology systems of the public agency. 30. E-Verify: Superlative and its subcontractors shall register with and use the E-Verify system to verify the work authorization status of all newly hired employees. Superlative will not enter into a contract with any subcontractor unless each Party to the contract registers with and uses the E-Verify system. Subcontractor must provide Superlative with an affidavit stating that subcontractor does not employ, contract with, or subcontract with an unauthorized alien. Superlative shall maintain a copy of such affidavit. Client may terminate this contract for any violation of this subsection (g). See Section 448.095, Florida Statutes (2020). 31. Termination. A Party will be in default if that Party: (i) is or becomes insolvent or is a party to any voluntary bankruptcy or receivership proceeding, makes an assignment for a creditor, or there is any similar action that affects either Party’s capability to perform under the Agreement; (ii) is the subject of a petition for involuntary bankruptcy not removed within sixty (60) calendar days; (iii) conducts business in an illegal manner; or (iv) fails to carry out any term, promise, or condition of the Agreement. In the event a Party is in default then the other Party may, at its option and at any time, provide written notice to the defaulting Party of the default. The defaulting Party will have thirty (30) days from receipt of the notice to cure the default; the thirty (30) day cure period may be extended by mutual agreement of the parties, but no cure period may exceed ninety (90) days. A default notice will be deemed to be sufficient if it is reasonably calculated to provide notice of the nature and extent of such default. Failure of the non-defaulting Party to provide notice of the default does not waive any rights under the Agreement. 32. Insurance Requirements are set forth in Exhibit B, which is incorporated by reference and attached hereto. 9 If the foregoing is satisfactory, please indicate your agreement by signing at the place provided below. Sincerely, Read and Agreed: The Superlative Group, Inc. By ______________________ Date: ____________________ Kyle Canter Chief Operating Officer 2843 Franklin Blvd. Cleveland, OH 44113 Countersigned: CITY OF CLEARWATER ___________________________ ______________________________ Frank Hibbard Jon Jennings Mayor City Manager Approved as to form: Attest: ___________________________ ______________________________ Owen Kohler Rosemarie Call Assistant City Attorney City Clerk -10- EXHIBIT A SCOPE OF SERVICES Project Methodology, Approach & Timeline PHASE I: ASSET INVENTORY & VALUATION During Phase I, our team of Valuation specialists identify and value all of the assets that the City of Clearwater’s Coachman Park (“Coachman Park”) has available to generate revenue. Our Valuation process includes five key components: 1) Quantitative Analysis; 2) Qualitative Analysis; 3) Contract & Policy Analysis; 4) Industry Benchmarking; and 5) Prospect Identification. Each component is briefly summarized in the following pages. QUANTITATIVE ANALYSIS Quantitative Benefits reflect the ability to effectively measure the return on investment that Coachman Park partners can expect to receive. These include the direct, or tangible, benefits available to the partner. Quantitative Benefits typically form a significant portion of fair market value because each item is quantifiable and guaranteed to the partner. Quantitative Benefits are separated into several categories including: • Property Media Buys; • Signage Benefits; • Print Marketing Collateral; • Social and Digital Media Exposure; and • Display Opportunities. The first step in identifying quantitative value is by studying real-world media value in the marketplace. This involves understanding the total number of possible impressions available through each asset that reaches the target audience. We identify television, signage, print, digital and social media exposure and then scale impressions for each asset from "valued impressions" to "waste impressions," adjusting the media value accordingly. Standard discount rates range between 10 and 75 percent depending on the type and quality of exposure. Quality of exposure is determined by: • How prevalent the partner’s ID (Name) is through the exposure period; and -11- • The impact of its placement with its intended audience. Our specialists then use pre-impression, or rate-card, values to assign a price or value to each benefit identified. CPMs used for this purpose are culled from local, regional and national advertising rates depending on the scope of the opportunity. Typical CPMs can range from $2.50 for online exposure to $15 for large format out-of-home digital signage. They also represent the most accurate metric by which to determine exposure value for any particular Naming Rights or sponsorship asset. Our quantitative analysis also includes an assessment of the value of engaging the target audience and the quality of exposure received. Understanding the value of each impression with respect to a specific demographic or target audience is an important component. For example, a target student demographic of 18- to 21-year-old females may be considered a "premium audience" by one partner, while another may be trying to reach 35- to 54-year-old males. Our valuation is adjusted accordingly for each opportunity and asset. The final aspect of our quantitative assessment is identifying the costs of engaging the target audience and achieving high-quality exposure. This includes an assessment of the cost of delivery (to the partner) and may include direct costs (installing a hard sign), overhead costs (maintaining a media platform) or development costs. QUALITATIVE ANALYSIS Qualitative Benefits, or intangible benefits, enhance the value of Naming Rights and sponsorships and typically fall outside traditional media platforms making them difficult to quantify. Superlative classifies Qualitative Benefits into five distinct categories based on its extensive experience selling, negotiating and auditing Naming Rights and corporate sponsorships: • Prestige of Property; • Value of Audience; • Opportunity to Activate; • Partner Protection; and • Geographic Reach. Functionally, Qualitative Benefits represent the premium value Naming Rights and sponsorships demand over alternative marketing investments. By simplifying intangible benefits into the above five categories, Superlative is able to effectively justify premium Naming Rights and sponsorship value by focusing on the qualitative aspects of an opportunity that align with the objectives of a corporate marketer. CONTRACT & POLICY ANALYSIS As part of its analysis, Superlative conducts a thorough contract review prior to completing every Phase I report. The goal of this process is to establish a list of any limitations, processes or existing policies that affect a contract. Then Superlative develops a strategy to minimize the effects of those limitations and maximize all of the identified opportunities through a logical priority assessment. Not only are prices, fulfillment obligations and relative value for each party reviewed, but also values against similar contracts with other entities. The value of Naming Rights and sponsorships to Coachman Park will be inhibited by any pre-existing contracts relating to Naming Rights and corporate sponsorships. A thorough understanding of Coachman Park’s existing advertising contracts will assess the impact that existing agreements place on new Naming Rights and sponsorship agreements. -12- The project team spends time early in the project reviewing all relevant statutes, signage regulations and rules to ensure that Coachman Park marketing opportunities, within context of established guidelines, are understood. Superlative remains in close contact with Coachman Park’s legal and executive teams to ensure that the asset database is being developed in a manner that is consistent with Coachman Park’s existing policy regarding assets for marketing purposes. INDUSTRY BENCHMARKING Superlative maintains an extensive database of Naming Rights and sponsorship agreements that is continuously updated and includes, but is not limited to, Naming Rights and sponsorship contracts from theaters, arenas, park districts, municipalities, convention centers, stadia, transit agencies, Departments of Transportations, universities and nonprofit organizations. Once our Valuation specialists have developed the asset database and determined the Naming Rights and corporate sponsorship value for each opportunity and asset, a list of similar sponsorship contracts, including their terms, associated fees and other pertinent details, is compiled for each asset. The goal of this process is to identify not only the fair market value of each Naming Rights and sponsorship opportunity, but also the minimum (floor) and maximum (ceiling) revenue garnered in the marketplace by similar organizations. Each Naming Rights and sponsorship asset is presented in this manner in our final Phase I report. PROSPECT IDENTIFICATION As a final step, Superlative draws upon its extensive background in Naming Rights and sponsorship sales and its proprietary database to outline prospective partners for each marketable opportunity. This database includes both category identification and major corporate partners within each category. In our experience, optimum revenue generation is attained when there is a comprehensive understanding of: • The inventory available; and • How that inventory aligns with the needs of potential partners. Superlative’s experience in identifying and documenting marketing rights, combined with our knowledge of (and relationships with) large corporations, will give Coachman Park the tools to ensure the maximum revenues are leveraged out of every corporate partnership. -13- OPTIONAL PHASE II: STRATEGIC SALES CAMPAIGN DEVELOPMENT Superlative’s main priority is to generate maximum revenue for our clients. Upon completion of Phase I, Superlative recommends immediately moving forward with a strategic sales campaign, beginning with the client’s most valuable opportunities. Prioritizing assets in this manner ensures optimum revenue generation by taking the largest asks to market first. To ensure that coverage is comprehensive, Superlative uses a systematic approach to contact marketing partners. PROSPECTING • Collaborate closely with Coachman Park’s leadership and development teams on recommendations they may have; • Exhaust Superlative’s contact database of thousands of corporate contacts, which is continually updated; • Identify and research prospective corporations through various subscribed databases to match the marketing needs of corporations with the logical and most valuable marketing assets of Coachman Park; • Promote sales campaign with a description of Coachman Park’s initiatives through a myriad of resources; • Create presentation material that will provide specific information for potential investments and/or partnerships with Coachman Park as part of the Naming Rights or sponsorship program, including: o Market/Demographic data; o Measured media value; o Value justification for unmeasured media; o Sponsorship benefits and options; o Options for renewal; and o Financial investment. NEGOTIATING AND COMPLETING AGREEMENTS Superlative will assist in any way that is comfortable for Coachman Park. Superlative’s executives can be the upfront negotiator or advise Coachman Park stakeholders, depending on your desire and needs. PRESENT AGREEMENTS TO THE CITY AND THE MEDIA Superlative is well versed in the appropriate procedures for announcements to local and national media outlets. Superlative will work with Coachman Park to accurately present a negotiated Naming Rights and sponsorships to the appropriate executives and media. It is important that Naming Rights and sponsorships be communicated accurately, both financially and politically, while being cognizant of objections and concerns. CONTRACT FULFILLMENT Superlative will work with Coachman Park to develop a system that accurately tracks the status of newly developed Naming Rights and corporate sponsorships. Our experience shows that contract fulfillment requires participation from development, legal and accounting functions to ensure high-quality partner relationships. MANAGE AND AUDIT ONGOING RIGHTS Superlative establishes post-contract review mechanisms to ensure that all benefits owed to Coachman Park are captured and that the organization is meeting its obligations under these contracts. Superlative is a strong advocate of audits, especially when payments are performance based. -14- ACTIVATION AND AUDIT (TERM OF AGREEMENT) After delivery of a campaign agreement, the project team will assist Coachman Park in the activation and compliance of each aspect of that agreement. Specifically, Superlative will: • Finalize agreement terms and conditions; • Assist Coachman Park with the first year of activation of each Naming Rights and/or sponsorship; • Assist in the development of payment schedules and compliance issues; and • Provide other services as requested by Coachman Park. PROGRESS REPORTS Superlative understands that effective communication with the client is a critical part of successful project delivery. As part of our standard reporting procedure, we use template reports to provide sales updates: • Following all meetings with target companies regarding any Naming Rights, corporate sponsorship or revenue-potential opportunity; • On a monthly basis, to provide Coachman Park an update on activity during the period. We discuss these periodic sales update reports on a scheduled conference call. Reports are prepared in a template and serve as a record of discussion during sales meetings and log the following project details. Generally, our progress reports include the following information: • Project timescales and sale priorities • Status of progress of deliverables in Scope of Services • Status of all activities, events and efforts • Summary of meetings and presentations • Summary of activity regarding market interest and feedback • Summary of communications with potential partners • Any deviations from project deliverables or schedule • Plan of activities for next 30 days The Superlative Group will agree to the format with Coachman Park’s project team as part of our project initiation process. -15- PROJECT TIMELINES Superlative understands that every client situation in unique, and our sales and marketing process allows for flexibility and customization depending on Coachman Park’s specific needs. For our engagement, Superlative will complete the following steps: PHASE I VALUATION (3-4 months, immediately following contract execution) WEEKS 1 – 4 • KICKOFF MEETING AND SITE VISITS. Site visits are undertaken as soon as possible to view the assets being valued and kick-start the asset research process. Our valuation team will compile a digital inventory of images and renderings that will be referenced during the valuation process and used in development of promotional materials for the sales implementation process. Concurrent with our site visit, Superlative requests a kickoff meeting at Coachman Park’s offices to introduce our team in person, identify project leads and go over timelines and responsibilities. • GATHERING OF PRELIMINARY INFORMATION. Upon appointment as sales agents on any new engagement, The Superlative Group carries out initial research to review relevant documentation such as strategic plans, design briefs and project renderings to gain an in-depth knowledge of the project and make an accelerated start on our asset identification process. Upon completion of our site visit, Superlative will send Coachman Park staff a detailed Information Request that identifies the key pieces of information that we would like to review as part of our valuation process and present our initial thoughts on the structure of the final report. We will schedule a follow-up call to answer any questions pertaining to our request to facilitate and expedite the information gathering process. WEEKS 5 – 8 • RECEIPT AND REVIEW OF INITIAL INFORMATION. Superlative allows 2-3 weeks for receipt of the bulk of information requested of Coachman Park, although this process will likely continue until the report is finalized, and potentially, throughout the strategic sales process as Superlative obtains interest from potential partners. In most cases, Superlative secures most of what it needs to begin building Coachman Park’s asset database by Week 6. • DEVELOPMENT OF ASSET DATABASE. Concurrently, Superlative’s valuation specialists begin compiling Coachman Park’s assets and determining their quantitative value based on local, regional and national media rates. -16- • QUALITATIVE ASSESSMENT OF NAMING RIGHTS & SPONSORSHIP ASSET VALUE. Our valuation team conducts original research to ascertain the intangible value of Coachman Park’s Naming Rights and sponsorship opportunities when compared to other, similar properties, using annual reports, press releases and other relevant information provided by Coachman Park as well as Superlative’s proprietary database of Naming Rights and sponsorship contracts. WEEKS 9 – 12 • CONTRACT REVIEW. Once Superlative has determined the Naming Rights and sponsorship value for Coachman Park assets, packages are compared to the existing Coachman Park Naming Rights and sponsorship agreements. A database of potential challenges and limitations that could potentially impact revenue generation is created, from both external (e.g., signage restrictions) and internal (e.g., category restrictions like tobacco or alcohol) processes. • INDUSTRY BENCHMARKING AND PROSPECT IDENTIFICATION. Drawing upon its proprietary database, Superlative builds a list of comparable Naming Rights and sponsorship contracts relevant to each Coachman Park opportunity. This list is also used to identify target partner entities along with input from the Superlative sales team. • EXECUTIVE REVIEW. Superlative conducts an extensive internal review process where senior leadership has an opportunity to weigh in on potential contract value and overall program revenue potential, lending insight critical insight to the project and ensuring that all potential revenue is accounted for. • DELIVERY OF DRAFT PHASE I REPORT. Superlative allows 1-2 weeks for review by Coachman Park staff, followed by a conference call with Superlative’s valuation experts to walk through our findings together. Subsequently, any feedback is incorporated and the document is finalized. OPTIONAL PHASE II SALES (12 months, recommended minimum) • DEVELOPMENT OF SALES MATERIALS. Superlative’s design team will begin developing presentations, one-sheets and other sales materials using information obtained through the Phase I Valuation process, including audience demographics, proposed sponsorship value and images obtained through site visits and Coachman Park. • PIPELINE DEVELOPMENT. Superlative’s sales executives will work with Coachman Park personnel to develop a database of sponsor contacts, to be reviewed and agreed upon by Coachman Park staff prior to Superlative making its first call. • MONTHLY REPORTING. Superlative’s sales executives will coordinate a regular conference call with Coachman Park leadership to provide regular updates on progress made to date. Additional calls may be requested on an ad hoc basis as sponsor interest and pitch meetings are secured. Superlative will provide an updated sales report -17- Coachman Park’s review prior to the call. • NEGOTIATE AND COMPLETE NAMING RIGHTS & SPONSORSHIP AGREEMENTS. As noted above, Superlative’s valuation process determines not only the fair market value of each opportunity, but also the range of contract value obtained by similar organizations from corporate sponsors. With Coachman Park’s approval, Superlative will open negotiations at the ceiling of this range, or higher, and secure partnerships within the parameters of contract value provided, beginning with Coachman Park’s most valuable assets first. -18- EXHIBIT B INSURANCE REQUIREMENTS. SUPERLATIVE shall, at its own cost and expense, acquire and maintain (and cause any subcontractors, representatives or agents to acquire and maintain) during the term with the City, sufficient insurance to adequately protect the respective interest of the parties. Coverage shall be obtained with a carrier having an AM Best Rating of A-VII or better. In addition, the City has the right to review SUPERLATIVE’S deductible or self-insured retention and to require that it be reduced or eliminated. Specifically, SUPERLATIVE must carry the following minimum types and amounts of insurance on an occurrence basis or in the case of coverage that cannot be obtained on an occurrence basis, then coverage can be obtained on a claims-made basis with a minimum three (3) year tail following the termination or expiration of this Agreement. Specific work may require additional coverage on a case by case basis: a. Commercial General Liability Insurance coverage, including but not limited to, premises operations, products/completed operations, products liability, contractual liability, advertising injury, personal injury, death, and property damage in the minimum amount of $1,000,000 (one million dollars) per occurrence and $2,000,000 (two million dollars) general aggregate. b. Commercial Automobile Liability Insurance coverage for any owned, non-owned, hired or borrowed automobile is required in the minimum amount of $1,000,000 (one million dollars) combined single limit. c. Statutory Workers’ Compensation Insurance coverage in accordance with the laws of the State of Ohio, and Employer’s Liability Insurance in the minimum amount of $100,000 (one hundred thousand dollars) each employee each accident, $100,000 (one hundred thousand dollars) each employee by disease and $500,000 (five hundred thousand dollars) aggregate by disease with benefits afforded under the laws of the State of Ohio. Coverage should include Voluntary Compensation. Coverage must be applicable to employees, contractors, subcontractors, and volunteers, if any. d. If SUPERLATIVE is using its own property, or the property of the City or other provider, in connection with the performance of its obligations under this Agreement, then SUPERLATIVE’S Equipment Insurance or Property Insurance on an “All Risks” basis with replacement cost coverage for property and equipment in the care, custody and control of others is required. e. Professional Liability Insurance coverage appropriate for the type of business engaged in by SUPERLATIVE with minimum limits of $1,000,000 (one million dollars) per occurrence. If a claims made form of coverage is provided, the retroactive date of coverage shall be no later than the inception date of claims made coverage, unless prior policy was extended indefinitely to cover prior acts. Coverage shall be extended beyond the policy year either by a supplemental extended reporting period (ERP) of as great a duration as available, and with no less coverage and with reinstated aggregate limits, or -19- by requiring that any new policy provide a retroactive date no later than the inception date of claims made coverage. The above insurance limits may be achieved by a combination of primary and umbrella/excess liability policies. OTHER INSURANCE PROVISIONS. a. Prior to the execution of this Agreement, and then annually upon the anniversary date(s) of the insurance policy’s renewal date(s) for as long as this Agreement remains in effect, SUPERLATIVE will furnish the City with a Certificate of Insurance(s) (using appropriate ACORD certificate, SIGNED by the Issuer, and with applicable endorsements) evidencing all of the coverage set forth above and naming the City as an “Additional Insured.” In addition, when requested in writing from the City, SUPERLATIVE will provide the City with certified copies of all applicable policies. The address where such certificates and certified policies shall be sent or delivered is as follows: City of Clearwater Attn: Purchasing P.O. Box 4748 Clearwater, FL 33758-4748 b. SUPERLATIVE shall provide thirty (30) days written notice of any cancellation, non- renewal, termination, material change or reduction in coverage. c. SUPERLATIVE’S insurance as outlined above shall be primary and non-contributory coverage for SUPERLATIVE’S negligence. d. SUPERLATIVE reserves the right to appoint legal counsel to provide for SUPERLATIVE’S defense, for any and all claims that may arise related to Agreement, or work performed under this Agreement. SUPERLATIVE agrees that the City shall not be liable to reimburse SUPERLATIVE for any legal fees or costs as a result of SUPERLATIVE providing its defense as contemplated herein. The stipulated limits of coverage above shall not be construed as a limitation of any potential liability to the City, and failure to request evidence of this insurance shall not be construed as a waiver of SUPERLATIVE’S obligation to provide the insurance coverage specified. -20- EXHIBIT C MAP OF COACHMAN PARK Document Path: C:\Users\Christopher.Melone\City of Clearwater\Engineering Geographic Technology - Documents\GIS\Engineering\Location Maps\CoachmanPark_Imagine_8x11_Landscape.mxd LOCATION MAP Exhibit CCoachman Park MapPrepared by:Engineering DepartmentGeographic Technology Division100 S. Myrtle Ave, Clearwater, FL 33756Ph: (727)562-4750, Fax: (727)526-4755www.MyClearwater.com Page 1 of 1CRMMap Gen By:JHReviewed By:Date:2/18/2022 N.T.S.Scale:ÊLegend Coachman Park Extent Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#22-0127 Agenda Date: 2/28/2022 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: Police Department Agenda Number: 6.1 SUBJECT/RECOMMENDATION: Approve Amendment No. 1 to Letter of Agreement and Contract with University of North Florida Training and Services Institute, Inc., d/b/a Institute of Police Technology and Management (IPTM) High Visibility Enforcement (HVE) for a Pedestrian and Bicycle Safety Grant Award to accept an additional grant award of $25,000 for police overtime and authorize the appropriate officials to execute same. (consent) SUMMARY: On August 19, 2021, City Council granted approval of an Agreement with University of North Florida Training and Service Institute (University) for phase 9 of the state HVE program to continue its grant-funded pedestrian and bicycle safety project with Clearwater Police Department (CPD). CPD has conducted eight grant-funded comprehensive enforcement/education projects since March 2014 aimed at changing the behavior of all who use Clearwater’s roadways - pedestrians, bicyclists, and motorists. The 2021 Agreement provided funding for a ninth round of funding for this very successful project which is currently underway. The University extended an invitation to CPD to request an additional $25,000 in funding to expand the current project. The University requested and received approval from the Florida Department of Transportation to amend the agreement approved by Council on August 19, 2021, to reflect the additional allocation of $25,000, which increases the total contract amount from $21,455.01 to $46,455.01. The funds will be utilized by CPD to conduct additional HVE details at the intersections selected and approved by the University based on crash data. The project period will end on or before May 13, 2022. There will be no direct adverse impact to the Police Department annual operating budget nor is there a required match. APPROPRIATION CODE AND AMOUNT: A mid-year budget amendment will reflect a budget increase of $25,000 in grant revenue in special program G2110, Pedestrian/Bicycle Safety Grant 2022, to account for the additional grant revenues and expenditures. Page 1 City of Clearwater Printed on 2/24/2022 Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ORD 9552-22 Agenda Date: 2/28/2022 Status: Agenda ReadyVersion: 1 File Type: OrdinanceIn Control: Engineering Department Agenda Number: 7.1 SUBJECT/RECOMMENDATION: Approve the request from the owner of property addressed 2427 Timbercrest Cir E, Clearwater to vacate a portion of the 10-foot wide Platted Drainage and Utility Easement and a portion of the 5-foot wide Platted Utility Easement, located on Lot 156, Woodgate of Countryside - Unit One, according to the map or plat thereof in Plat Book 70, Page(s) 13-14, Public Records of Pinellas County, Florida, and pass Ordinance 9552-22 on first reading. SUMMARY: The property owner at 2427 Timbercrest Cir E., Clearwater, has requested that the City vacate a portion of the 10-foot wide Platted Drainage & Utility Easement along the SE property line and a portion of the 5-foot wide Utility Easement along the SW property line. The purpose of this vacation is to provide space for concrete pavers for a pool deck and pool equipment inside the easements. There are no city utilities present within the easements. All private utility companies have no objection to the vacation. The remaining easements will be sufficient for drainage and utility purposes and future city needs. City staff have reviewed this vacation and have no objection. Page 1 City of Clearwater Printed on 2/24/2022 W.O. 6466.VoE SECTION 31, TOWNSHIP 28 SOUTH, RANGE 16 EAST SKETCH-OF-LEG AL PINELLAS COUNTY, FLORIDA LOT 155 PROPERTY ADDRESS: 2427 TIMBERCREST CIRCLE EAST CLEARWATER, FLORIDA LOT 156 WOODGATE OF COUNTRYSIDE -UNIT ONE P.B. 70, PG.(s) 13-14 LOT 163 5' UTILITY EASEM NT LI LOT 157 (cj (I:.,) LOT 159 LINE TABLE LINE BEARING LENGTH L1 N54°46'07'\./ 10.10' L2 S27°08'53'\./ 4.80' L3 S62°51'07'E 8.00' L4 S27°08'53'\./ 41.00' L5 N62°51'07'\./ 8.00' L6 N27°08'53'E 41.00' L7 N27°08'53'E 5.01' L8 N59°36'09'\./ 41.57' L9 S30°23'51 '\./ 2.00' LlO N59°36'09'\./ 12.35' Lll N20°02'34'E 2.03' L12 S59°36'09'E 12.71' THIS IS NOT A BOUNDARY SURVEY DRAWN BY: HW ABBREVIATION LEGEND: 1-------------1A.K.A. = Also Known As CHECKED BY: D.J.E.O.R. Official Records Book P.B. Plat Book DA TE: JANUARY 10, 2022 PG.(s) = Page(s) SCALE: J "=20' POB Point of Beginning SHEET J of 2 POC Point of Commencement R/W =Right-of-Way W.O. 6466.VoE POC #2 SE CORNER LOT 156 LOT 160 0 20 SCALE: 1" = 20' NAME AND ADDRESS OF THE PREPARER: GEODATA SERVICES INC. 1166 KAPP DRIVE CLEARWATER, FL 33765 PHONE: (727)447-1763 LB 7466 Shaded Area to be Vacated Legend and Scale EXHIBIT A W.O. 6466.VoE SECTION 31, TOWNSHIP 28 SOUTH, RANGE 16 EAST SKETCH-OF-LEGAL VACATION OF EASEMENT #1 LEGAL DESCRIPTION: PINELLAS COUNTY, FLORIDA COMMENCE AT THE NORTHEAST CORNER OF LOT 156, WOODGATE OF COUNTRYSIDE -UNIT 1 PER PLAT AS RECORDED IN PLAT BOOK 70, PAGES 13-14, PUBLIC RECORDS OF PINELLAS COUNTY, FLORIDA, SAID CORNER BEING THE POINT OF COMMENCEMENT #1; THENCE NORTH 54"46'07" WEST ALONG THE MOST NORTHERLY BOUNDARY OF SAID LOT 156, FOR A DISTANCE OF 10.10 FEET TO THE INTERSECTION OF THE MOST NORTHERLY BOUNDARY OF SAID LOT 156 AND THE 1 o· DRAINAGE AND UTILITY EASEMENT LINE; THENCE SOUTH 27'08'53" WEST ALONG THE 1 o·DRAINAGE AND UTILITY EASEMENT LINE FOR A DISTANCE OF 4.80 FEET TO THE POINT OF BEGINNING (POB) #1; THENCE SOUTH 62"51'07" EAST, LEAVING THE 10' DRAINAGE AND UTILITY EASEMENT LINE, A DISTANCE OF 8.00 FEET; THENCE SOUTH 27'08'53" WEST, A DISTANCE OF 41.00 FEET; THENCE NORTH 62"51'07" WEST, A DISTANCE OF 8.00 FEET TO THE 10' DRAINAGE AND UTILITY EASEMENT LINE; THENCE NORTH 27'08'53" EAST, ALONG THE 10' DRIANAGE AND UTILITY EASEMENT LINE, A DISTANCE OF 41.00 FEET BACK TO THE POB #1. VACATION OF EASEMENT #2 LEGAL DESCRIPTION: COMMENCE AT THE SOUTHEAST CORNER OF LOT 156, WOODGATE OF COUNTRYSIDE -UNIT 1 PER PLAT AS RECORDED IN PLAT BOOK 70, PAGES 13-14, PUBLIC RECORDS OF PINELLAS COUNTY, FLORIDA, SAID CORNER BEING THE POINT OF COMMENCEMENT #2; THENCE NORTH 27'08'53" EAST ALONG THE MOST EASTERLY BOUNDARY OF SAID LOT 156, FOR A DISTANCE OF 5.01 FEET TO THE INTERSECTION OF THE MOST EASTERLY BOUNDARY OF SAID LOT 156 AND THE 5' UTILITY EASEMENT LINE; THENCE NORTH 59"36'09" WEST ALONG THE 5 UTILITY EASEMENT LINE FOR A DISTANCE OF 41.57 FEET TO THE POINT OF BEGINNING (POB) #2; THENCE SOUTH 30"23'51" WEST, LEAVING THE 5' UTILITY EASEMENT LINE, A DISTANCE OF 2.00 FEET; THENCE NORTH 59"36'09" WEST, A DISTANCE OF 12.35 FEET TO THE NORTHERLY END OF SAID 5' UTILITY EASEMENT; THENCE NORTH 20·02'34" EAST, A DISTANCE OF 2.03 FEET TO THE 5' UTILITY EASEMENT LINE; THENCE SOUTH 59"36'09" EAST, ALONG THE 5' UTILITY EASEMENT LINE, A DISTANCE OF 12. 71 FEET BACK TO THE POB #2. PROPERTY ADDRESS: 2427 TIMBERCREST CIRCLE EAST CLEARWATER, FLORIDA THIS IS NOT A BOUNDARY SURVEY DRAWN BY: HW ABBREVIATION LEGEND: A.K.A. = Also Known As CHECKED BY: 0.J.E. O.R. Official Records Book P.B. Plat Book DA TE: JANUARY 10, 2022 PG.(s) = Page(s) __________ _,,POB Point of Beginning SHEET 2 of 2 POC Point of Commencement R/W = Right-of-Way W.O. 6466.VoE GEODATA SERVICES INC. 1166 KAPP DRIVE CLEARWATER, FL 33765 PHONE: (727)447-1763 LB 7466 EXHIBIT A 1 Ord. No. 9552-22 ORDINANCE NO. 9552-22 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, VACATING A PORTION OF THE 10 FEET WIDE PLATTED DRAINAGE AND UTILITY EASEMENT AND A PORTION OF THE 5 FEET WIDE PLATTED UTILITY EASEMENT, LOCATED ON LOT 156, WOODGATE OF COUNTRYSIDE – UNIT ONE, ACCORDING TO THE MAP OR PLAT THEREOF IN PLAT BOOK 70, PAGE(S) 13-14, PUBLIC RECORDS OF PINELLAS COUNTY, FLORIDA; PROVIDING AN EFFECTIVE DATE. WHEREAS, the owner in fee title of real property described and depicted in Exhibit “A” (attached hereto and incorporated herein), has requested that the City vacate said drainage and utility easements; and WHEREAS, the City Council of the City of Clearwater, Florida finds that said portions of drainage and utility easements are not necessary for municipal use and it is deemed to be in the best interest of the City and the general public that the same be vacated; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. The following: Drainage and utility easements described as follows: See Exhibit “A” are hereby vacated, closed and released, and the City of Clearwater releases all of its right, title and interest thereto. Section 2. The City Clerk shall record this ordinance in the Public Records of Pinellas County, Florida, following adoption. Section 3. This ordinance shall take effect immediately upon adoption. 2 Ord. No. 9552-22 PASSED ON FIRST READING ________________________________ PASSED ON SECOND AND FINAL READING AND ADOPTED ________________________________ ________________________________ Frank Hibbard Mayor Approved as to form: Attest: ________________________________ ________________________________ Laura Mahony Rosemarie Call Senior Assistant City Attorney City Clerk 2439 2433 2436 2415 23722427 23762442 2421 2430 2448 MILLWOOD LN TIMBERCREST CIR E2361AERIAL MAP Portions to be Vacated ²Prepared by:Engineering DepartmentGeographic Technology Division100 S. Myrtle Ave, Clearwater, FL 33756Ph: (727)562-4750, Fax: (727)526-4755www.MyClearwater.com JB SK N.T.S.232A 31-28s-16e01/14/2022Map Gen By:Reviewed By:S-T-R:Grid #:Date:Scale: Proposed Vacation of Portions of a 10' and 5' PlattedDrainage & Utility Easement2427 Timbercrest Cir E Document Path: C:\Users\James.Benwell\City of Clearwater\Engineering Geographic Technology - GIS\Engineering\Location Maps\AerialEasVac_2427Timbercrest.mxd Portions to be Vacated Legend Existing Drainange and Utility Easements Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#22-0145 Agenda Date: 2/28/2022 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: Public Utilities Agenda Number: 8.1 SUBJECT/RECOMMENDATION: Authorize a purchase order to Odyssey Manufacturing Co. of Tampa, FL for the continuous supply of Sodium Hydroxide and Sodium Bisulfite Aqueous Solution, in a cumulative annual amount not-to-exceed $400,000.00, for the period of March 21, 2022 through March 20, 2023, with the option of two, one-year renewals, pursuant to Invitation to Bid (ITB) 07-22, Sodium Hydroxide and Sodium Bisulfite Aqueous Solution, and authorize the appropriate officials to execute same. (consent) SUMMARY: Sodium Hydroxide (Caustic Soda) is used at two of the City’s Water Treatment Plants (Reverse Osmosis Water Treatment Plant (RO1) and Reverse Osmosis Water Treatment Plant (RO2)) for final pH adjustment and corrosion control to meet the requirements of the Florida Department of Environmental Protection (FDEP) and Safe Drinking Water Act. Sodium Bisulfite Aqueous Solution is used at the City’s three Wastewater Reclamation Facilities (Marshall St., Northeast, East) to dechlorinate treated effluent prior to discharge to surface waters and at the City’s RO1 plant for the treatment of drinking water to meet the requirements of the FDEP. In response to the City’s ITB #07-22, five submissions were received on January 27, 2022, with Odyssey Manufacturing Co. representing the lowest, most responsive bidder at $2.95/gal for Sodium Hydroxide (Caustic Soda) and $1.79/gal for Sodium Bisulfite. Harcros Chemicals, Inc. bid included an exception to the PPI clause for future pricing indicating Harcros could not limit the increase to this index for the future beyond the first year. APPROPRIATION CODE AND AMOUNT: Budgeted funds for FY22 are available in Public Utilities’ cost centers, cost code 551700 Bulk Chemicals. Funding for future fiscal years (FY23 through FY25) will be requested within contract calendar and spending limits. Page 1 City of Clearwater Printed on 2/24/2022 v. 11.2018 Procurement Division 100 S Myrtle Ave 33756-5520 PO Box 4748 33758-4748 Clearwater FL 727-562-4633 INVITATION TO BID #07-22 Sodium Hydroxide and Sodium Bisulfite Aqueous Solution December 27, 2021 NOTICE IS HEREBY GIVEN that sealed bids will be received by the City of Clearwater (City) until 10:00 A.M., Local Time, January 26, 2022 to provide Sodium Hydroxide and Sodium Bisulfite Aqueous Solution. Brief Description: The Public Utilities Department is seeking bids from qualified firms to supply the chemicals: 50% Sodium Hydroxide (Caustic Soda) and 38-40% Sodium Bisulfite on an as-needed basis. Bids must be in accordance with the provisions, specifications and instructions set forth herein and will be received by the Procurement Division until the above noted time, when they will be publicly acknowledged and accepted. Bid packets, any attachments and addenda are available for download at: https://www.myclearwater.com/business/rfp Please read the entire solicitation package and submit the bid in accordance with the instructions. This document (less this invitation and the instructions) and any required response documents, attachments, and submissions will constitute the bid. General, Process or Technical Questions concerning this solicitation should be directed, IN WRITING, to the following Procurement Analyst: Eryn Berg Procurement Analyst Eryn.Berg@myclearwater.com This Invitation to Bid is issued by: Lori Vogel, CPPB Procurement Manager lori.vogel@myclearwater.com INSTRUCTIONS SODIUM HYDROXIDE/ SODIUM BISULFITE 2 ITB #07-22 i.1 VENDOR QUESTIONS: All questions regarding the contents of this solicitation, and solicitation process (including requests for ADA accommodations), shall be directed solely to the contact listed on page 1. Questions should be submitted in writing via letter, fax or email. Questions received less than ten (10) calendar days prior to the due date and time may be answered at the discretion of the City. i.2 ADDENDA/CLARIFICATIONS: Any changes to the specifications will be in the form of an addendum. Addenda are posted on the City website no less than seven (7) days prior to the Due Date. Vendors are cautioned to check the Purchasing Website for addenda and clarifications prior to submitting their bid. The City cannot be held responsible if a vendor fails to receive any addenda issued. The City shall not be responsible for any oral changes to these specifications made by any employees or officer of the City. Failure to acknowledge receipt of an addendum may result in disqualification of a bid. i.3 VENDOR CONFERENCE / SITE VISIT: Yes No Mandatory Attendance: Yes No Date and Time: n/a Location: n/a If so designated above, attendance is mandatory as a condition of submitting a bid. The conference/site visit provides interested parties an opportunity to discuss the City's needs, inspect the site and ask questions. During any site visit you must fully acquaint yourself with the conditions as they exist and the character of the operations to be conducted under the resulting contract. i.4 DUE DATE & TIME FOR SUBMISSION AND OPENING: Date: January 26, 2022 Time: 10:00 A.M. (Local Time) The City will open all bids properly and timely submitted and will record the names and other information specified by law and rule. All bids become the property of the City and will not be returned except in the case of a late submission. Respondent names, as read at the bid opening, will be posted on the City website. Once a notice of intent to award is posted or 30 days from day of opening elapses, whichever occurs earlier, bids are available for inspection by contacting the Procurement Division. i.5 BID FIRM TIME: 90 days from Opening Bid shall remain firm and unaltered after opening for the number of days shown above. The City may accept the bid, subject to successful contract negotiations, at any time during this time. i.6 BID SECURITY: Yes No If so designated above, a bid security in the amount specified must be submitted with the bid. The security may be submitted in any one of the following forms: an executed surety bond issued by a firm licensed and registered to transact such business with the State of Florida; cash; certified check, or cashier's check payable to the City of Clearwater (personal or company checks are not acceptable); certificate of deposit or any other form of deposit issued by a financial institution and acceptable to the City. Such bid security shall be forfeited to the City of Clearwater should the bidder selected fail to execute a contract when requested. PERFORMANCE SECURITY: Yes No If required herein, the Contractor, simultaneously with the execution of the Contract, will be required to furnish a performance security. The security may be submitted in one-year increments and in any one of the following forms: an executed surety bond issued by a firm licensed and registered to transact such business with the State of Florida; cash; certified check, cashier's check or money order payable to the City of Clearwater (personal and company checks are not acceptable); certificate of deposit or any other form of deposit issued by a financial institution and acceptable to INSTRUCTIONS SODIUM HYDROXIDE/ SODIUM BISULFITE 3 ITB #07-22 the City. If the Contractor fails or refuses to fully comply with the terms and conditions of the contract, the City shall have the right to use all or such part of said security as may be necessary to reimburse the City for loss sustained by reason of such breach. The balance of said security, if any, will be returned to Contractor upon the expiration or termination of the contract. i.7 BID SUBMITTAL TO: It is recommended that bids be submitted electronically through our bids website at https://www.myclearwater.com/business/rfp. Bidders may mail or hand-deliver bids to the address below. E-mail or fax submissions will not be accepted. Use label at the end of this solicitation package. City of Clearwater Attn: Procurement Division 100 S Myrtle Ave, 3rd Fl, Clearwater FL 33756-5520 or PO Box 4748, Clearwater FL 33758-4748 No responsibility will attach to the City of Clearwater, its employees or agents for premature opening of a bid that is not properly addressed and identified. i.8 LATE BIDS. The bidder assumes responsibility for having the bid delivered on time at the place specified. All bids received after the date and time specified shall not be considered and will be returned unopened to the bidder. The bidder assumes the risk of any delay in the mail or in handling of the mail by employees of the City of Clearwater, or any private courier, regardless whether sent by mail or by means of personal delivery. You must allow adequate time to accommodate all registration and security screenings at the delivery site. A valid photo I.D. may be required. It shall not be sufficient to show that you mailed or commenced delivery before the due date and time. All times are Clearwater, Florida local times. The bidder agrees to accept the time stamp in the City Procurement Office as the official time. i.9 LOBBYING; LOBBYING NO-CONTACT PERIOD; QUESTIONS REGARDING SOLICITATION. From the time a competitive solicitation is posted until such time as the contract is awarded by the city or the solicitation is cancelled, all bidders, offerors, respondents, including their employees, representatives, and other individuals acting on their behalf, shall be prohibited from lobbying city officers, city employees, and evaluation committee members. Violation of this section may result in rejection/disqualification from award of the contract arising out of the competitive solicitation. All questions regarding the competitive solicitation must be directed to the procurement manager or designee, who will respond in writing and post such response to ensure that all respondents receive the same information during the No-Contact Period. The penalty for violating the No-Contact Period may include suspension or debarment. i.10 COMMENCEMENT OF WORK. If bidder begins any billable work prior to the City’s final approval and execution of the contract, bidder does so at its own risk. i.11 RESPONSIBILITY TO READ AND UNDERSTAND. Failure to read, examine and understand the solicitation will not excuse any failure to comply with the requirements of the solicitation or any resulting contract, nor shall such failure be a basis for claiming additional compensation. If a vendor suspects an error, omission or discrepancy in this solicitation, the vendor must immediately and in any case not later than seven (7) business days in advance of the due date notify the contact on page one (1). The City is not responsible for and will not pay any costs associated with the preparation and submission of the bid. Bidders are cautioned to verify their bids before submission, INSTRUCTIONS SODIUM HYDROXIDE/ SODIUM BISULFITE 4 ITB #07-22 as amendments to or withdrawal of bids submitted after time specified for opening of bids may not be considered. The City will not be responsible for any bidder errors or omissions. i.12 FORM AND CONTENT OF BIDS. Unless otherwise instructed or allowed, bids shall be submitted on the forms provided. An original and the designated number of copies of each bid are required. Bids, including modifications, must be submitted in ink, typed, or printed form and signed by an authorized representative. Please line through and initial rather than erase changes. If the bid is not properly signed or if any changes are not initialed, it may be considered non-responsive. In the event of a disparity between the unit price and the extended price, the unit price shall prevail unless obviously in error, as determined by the City. The City may require that an electronic copy of the bid be submitted. The bid must provide all information requested and must address all points. The City does not encourage exceptions. The City is not required to grant exceptions and depending on the exception, the City may reject the bid. i.13 SPECIFICATIONS. Technical specifications define the minimum acceptable standard. When the specification calls for “Brand Name or Equal,” the brand name product is acceptable. Alternates will be considered upon demonstrating the other product meets stated specifications and is equivalent to the brand product in terms of quality, performance and desired characteristics. Minor differences that do not affect the suitability of the supply or service for the City’s needs may be accepted. Burden of proof that the product meets the minimum standards or is equal to the brand name, product, is on the bidder. The City reserves the right to reject bids that the City deems unacceptable. i.14 MODIFICATION / WITHDRAWAL OF BID. Written requests to modify or withdraw the bid received by the City prior to the scheduled opening time will be accepted and will be corrected after opening. No oral requests will be allowed. Requests must be addressed and labeled in the same manner as the bid and marked as a MODIFICATION or WITHDRAWAL of the bid. Requests for withdrawal after the bid opening will only be granted upon proof of undue hardship and may result in the forfeiture of any bid security. Any withdrawal after the bid opening shall be allowed solely at the City’s discretion. i.15 DEBARMENT DISCLOSURE. If the vendor submitting this bid has been debarred, suspended, or otherwise lawfully precluded from participating in any public procurement activity, including being disapproved as a subcontractor with any federal, state, or local government, or if any such preclusion from participation from any public procurement activity is currently pending, the bidder shall include a letter with its bid identifying the name and address of the governmental unit, the effective date of this suspension or debarment, the duration of the suspension or debarment, and the relevant circumstances relating the suspension or debarment. i.16 RESERVATIONS. The City reserves the right to reject any or all bids or any part thereof; to rebid the solicitation; to reject non-responsive or non-responsible bids; to reject unbalanced bids; to reject bids where the terms, prices, and/or awards are conditioned upon another event; to reject individual bids for failure to meet any requirement; to award by item, part or portion of an item, group of items, or total; to make multiple awards; to waive minor irregularities, defects, omissions, technicalities or form errors in any bid. The City may seek clarification of the bid from bidder at any time, and failure to respond is cause for rejection. Submission of a bid confers on bidder no right to an award or to a subsequent contract. The City is charged by its Charter to make an award that is in the best interest of the City. All decisions on compliance, evaluation, terms and conditions shall be made solely at the City’s discretion and made to favor the City. No binding contract will exist between the bidder and the City until the City executes a written contract or purchase order. i.17 OFFICIAL SOLICITATION DOCUMENT. Changes to the solicitation document made by a bidder may not be acknowledged or accepted by the City. Award or execution of a contract does not constitute acceptance of a changed term, condition or specification unless specifically acknowledged and agreed to by the City. The copy maintained and published by the City shall be the official solicitation document. i.18 COPYING OF BIDS. Bidder hereby grants the City permission to copy all parts of its bid, including without limitation any documents and/or materials copyrighted by the bidder. The City’s right to INSTRUCTIONS SODIUM HYDROXIDE/ SODIUM BISULFITE 5 ITB #07-22 copy shall be for internal use in evaluating the proposal. i.19 CONTRACTOR ETHICS. It is the policy of the City to promote courtesy, fairness, impartiality, integrity, service, professionalism, economy, and government by law in the Procurement process. The responsibility for implementing this policy rests with each individual who participates in the Procurement process, including Respondents and Contractors. To achieve the purpose of this Article, it is essential that Respondents and Contractors doing business with the City also observe the ethical standards prescribed herein. It shall be a breach of ethical standards to: a. Exert any effort to influence any City employee or agent to breach the standards of ethical conduct. b. Intentionally invoice any amount greater than provided in Contract or to invoice for Materials or Services not provided. c. Intentionally offer or provide sub-standard Materials or Services or to intentionally not comply with any term, condition, specification or other requirement of a City Contract. i.20 GIFTS. The City will accept no gifts, gratuities or advertising products from bidders or prospective bidders and affiliates. The City may request product samples from vendors for product evaluation. i.21 PROTESTS AND APPEALS. If a Respondent believes there is a mistake, impropriety, or defect in the solicitation, believes the City improperly rejected its proposal, and/or believes the selected proposal is not in the City’s best interests, the Respondent may submit a written protest. All protests and appeals are governed by the City of Clearwater Purchasing Policy and Procedures. If any discrepancy exists between this Section and the Purchasing Policy, the language of the Purchasing Policy controls. Protests based upon alleged mistake, impropriety, or defect in a solicitation that is apparent before the bid opening must be filed with the Procurement Officer no later than five (5) business days before Bid Opening. Protests that only become apparent after the Bid Opening must be filed within ten (10) business days of the alleged violation of the applicable purchasing ordinance. The complete protest procedure can be obtained by contacting the Procurement Division. ADDRESS PROTESTS TO: City of Clearwater – Procurement Division 100 S Myrtle Ave, 3rd Fl Clearwater FL 33756-5520 or PO Box 4748 Clearwater FL 33758-4748 INSTRUCTIONS – EVALUATION SODIUM HYDROXIDE/ SODIUM BISULFITE 6 ITB #07-22 i.22 EVALUATION PROCESS. Bids will be reviewed by the Procurement Division and representative(s) of the respective department(s). The City staff may or may not initiate discussions with bidders for clarification purposes. Clarification is not an opportunity to change the bid. Bidders shall not initiate discussions with any City employee or official. i.23 PRESENTATIONS/INTERVIEWS. The bidder must provide a formal presentation/interview upon request. i.24 CRITERIA FOR EVALUATION AND AWARD. The City evaluates three (3) categories of information: responsiveness, responsibility, and price. All bids must meet the following responsiveness and responsibility criteria to be considered further. a) Responsiveness. The City will determine whether the bid complies with the instructions for submitting bids including completeness of bid which encompasses the inclusion of all required attachments and submissions. The City must reject any bids that are submitted late. Failure to meet other requirements may result in rejection. b) Responsibility. The City will determine whether the bidder is one with whom it can or should do business. Factors that the City may evaluate to determine "responsibility" include, but are not limited to: excessively high or low priced bids, past performance, references (including those found outside the bid), compliance with applicable laws-including tax laws, bidder's record of performance and integrity - e.g. has the bidder been delinquent or unfaithful to any contract with the City, whether the bidder is qualified legally to contract with the City, financial stability and the perceived ability to perform completely as specified. A bidder must at all times have financial resources sufficient, in the opinion of the City, to ensure performance of the contract and must provide proof upon request. City staff may also use Dun & Bradstreet and/or any generally available industry information. The City reserves the right to inspect and review bidder’s facilities, equipment and personnel and those of any identified subcontractors. The City will determine whether any failure to supply information, or the quality of the information, will result in rejection. c) Price. We will then evaluate the bids that have met the requirements above. i.25 COST JUSTIFICATION. In the event only one response is received, the City may require that the bidder submit a cost proposal in sufficient detail for the City to perform a cost/price analysis to determine if the bid price is fair and reasonable. i.26 CONTRACT NEGOTIATIONS AND ACCEPTANCE. Bidder must be prepared for the City to accept the bid as submitted. If bidder fails to sign all documents necessary to successfully execute the final contract within a reasonable time as specified, or negotiations do not result in an acceptable agreement, the City may reject bid or revoke the award, and may begin negotiations with another bidder. Final contract terms must be approved or signed by the appropriately authorized City official(s). No binding contract will exist between the bidder and the City until the City executes a written contract or purchase order. i.27 NOTICE OF INTENT TO AWARD. Notices of the City’s intent to award a Contract are posted to Purchasing’s website. It is the bidder’s responsibility to check the City of Clearwater’s website at https://www.myclearwater.com/business/rfp to view relevant bid information and notices. i.28 BID TIMELINE. Dates are tentative and subject to change. Release ITB: 12/20/2022 Advertise Tampa Bay Times: 12/22/2022 Bids due: 1/26/2022 Review bids: 1/27/2022 – 2/3/2022 Award recommendation: 2/3/2022 Council authorization: 3/3/2022 Contract begins: March 2022 STANDARD TERMS AND CONDITIONS SODIUM HYDROXIDE/ SODIUM BISULFITE 7 ITB #07-22 S.1 DEFINITIONS. Uses of the following terms are interchangeable as referenced: “vendor, contractor, supplier, proposer, company, parties, persons”, “purchase order, PO, contract, agreement”, “city, Clearwater, agency, requestor, parties”, “bid, proposal, response, quote”. S.2 INDEPENDENT CONTRACTOR. It is expressly understood that the relationship of Contractor to the City will be that of an independent contractor. Contractor and all persons employed by Contractor, either directly or indirectly, are Contractor’s employees, not City employees. Accordingly, Contractor and Contractor’s employees are not entitled to any benefits provided to City employees including, but not limited to, health benefits, enrollment in a retirement system, paid time off or other rights afforded City employees. Contractor employees will not be regarded as City employees or agents for any purpose, including the payment of unemployment or workers’ compensation. If any Contractor employees or subcontractors assert a claim for wages or other employment benefits against the City, Contractor will defend, indemnify and hold harmless the City from all such claims. S.3 SUBCONTRACTING. Contractor may not subcontract work under this Agreement without the express written permission of the City. If Contractor has received authorization to subcontract work, it is agreed that all subcontractors performing work under the Agreement must comply with its provisions. Further, all agreements between Contractor and its subcontractors must provide that the terms and conditions of this Agreement be incorporated therein. S.4 ASSIGNMENT. This Agreement may not be assigned either in whole or in part without first receiving the City’s written consent. Any attempted assignment, either in whole or in part, without such consent will be null and void and in such event the City will have the right at its option to terminate the Agreement. No granting of consent to any assignment will relieve Contractor from any of its obligations and liabilities under the Agreement. S.5 SUCCESSORS AND ASSIGNS, BINDING EFFECT. This Agreement will be binding upon and inure to the benefit of the parties and their respective permitted successors and assigns. S.6 NO THIRD-PARTY BENEFICIARIES. This Agreement is intended for the exclusive benefit of the parties. Nothing set forth in this Agreement is intended to create, or will create, any benefits, rights, or responsibilities in any third parties. S.7 NON- EXCLUSIVITY. The City, in its sole discretion, reserves the right to request the materials or services set forth herein from other sources when deemed necessary and appropriate. No exclusive rights are encompassed through this Agreement. S.8 AMENDMENTS. There will be no oral changes to this Agreement. This Agreement can only be modified in a writing signed by both parties. No charge for extra work or material will be allowed unless approved in writing, in advance, by the City and Contractor. S.9 TIME OF THE ESSENCE. Time is of the essence to the performance of the parties’ obligations under this Agreement. S.10 COMPLIANCE WITH APPLICABLE LAWS. a. General. Contractor must procure all permits and licenses and pay all charges and fees necessary and incidental to the lawful conduct of business. Contractor must stay fully informed of existing and future federal, state, and local laws, ordinances, and regulations that in any manner affect the fulfillment of this Agreement and must comply with the same at its own expense. Contractor bears full responsibility for training, safety, and providing necessary equipment for all Contractor personnel to achieve throughout the term of the Agreement. Upon request, Contractor will demonstrate to the City's satisfaction any programs, procedures, and other activities used to ensure compliance. b. Drug-Free Workplace. Contractor is hereby advised that the City has adopted a policy establishing a drug-free workplace for itself and those doing business with the City to ensure the safety and health of all persons working on City contracts and projects. Contractor will require a drug-free workplace for all Contractor personnel working under this Agreement. Specifically, all Contractor personnel who are working under this Agreement must be notified STANDARD TERMS AND CONDITIONS SODIUM HYDROXIDE/ SODIUM BISULFITE 8 ITB #07-22 in writing by Contractor that they are prohibited from the manufacture, distribution, dispensation, possession, or unlawful use of a controlled substance in the workplace. Contractor agrees to prohibit the use of intoxicating substances by all Contractor personnel and will ensure that Contractor personnel do not use or possess illegal drugs while in the course of performing their duties. c. Federal and State Immigration Laws. Contractor agrees to comply with the Immigration Reform and Control Act of 1986 (IRCA) in performance under this Agreement and to permit the City and its agents to inspect applicable personnel records to verify such compliance as permitted by law. Contractor will ensure and keep appropriate records to demonstrate that all Contractor personnel have a legal right to live and work in the United States. (i) As applicable to Contractor, under this provision, Contractor hereby warrants to the City that Contractor and each of its subcontractors will comply with, and are contractually obligated to comply with, all federal immigration laws and regulations that relate to their employees (hereinafter “Contractor Immigration Warranty”). (ii) A breach of the Contractor Immigration Warranty will constitute as a material breach of this Agreement and will subject Contractor to penalties up to and including termination of this Agreement at the sole discretion of the City. (iii) The City retains the legal right to inspect the papers of all Contractor personnel who provide services under this Agreement to ensure that Contractor or its subcontractors are complying with the Contractor Immigration Warranty. Contractor agrees to assist the City in regard to any such inspections. (iv) The City may, at its sole discretion, conduct random verification of the employment records of Contractor and any subcontractor to ensure compliance with the Contractor Immigration Warranty. Contractor agrees to assist the City in regard to any random verification performed. (v) Neither Contractor nor any subcontractor will be deemed to have materially breached the Contractor Immigration Warranty if Contractor or subcontractor establishes that it has complied with the employment verification provisions prescribed by Sections 274A and 274B of the Federal Immigration and Nationality Act. d. Nondiscrimination. Contractor represents and warrants that it does not discriminate against any employee or applicant for employment or person to whom it provides services because of race, color, religion, sex, national origin, or disability, and represents and warrants that it complies with all applicable federal, state, and local laws and executive orders regarding employment. Contractor and Contractor’s personnel will comply with applicable provisions of Title VII of the U.S. Civil Rights Act of 1964, as amended, Section 504 of the Federal Rehabilitation Act, the Americans with Disabilities Act (42 U.S.C. § 12101 et seq.), and applicable rules in performance under this Agreement. S.11 SALES/USE TAX, OTHER TAXES. Contractor is responsible for the payment of all taxes including federal, state, and local taxes related to or arising out of Contractor’s services under this Agreement, including by way of illustration but not limitation, federal and state income tax, Social Security tax, unemployment insurance taxes, and any other taxes or business license fees as required. If any taxing authority should deem Contractor or Contractor employees an employee of the City, or should otherwise claim the City is liable for the payment of taxes that are Contractor’s responsibility under this Agreement, Contractor will indemnify the City for any tax liability, interest, and penalties imposed upon the City. The City is exempt from paying state and local sales/use taxes and certain federal excise taxes and will furnish an exemption certificate upon request. S.12 AMOUNTS DUE THE CITY. Contractor must be current and remain current in all obligations due to the City during the performance of services under the Agreement. Payments to Contractor may be offset by any delinquent amounts due the City or fees and charges owed to the City. STANDARD TERMS AND CONDITIONS SODIUM HYDROXIDE/ SODIUM BISULFITE 9 ITB #07-22 S.13 OPENNESS OF PROCUREMENT PROCESS. Written competitive proposals, replies, oral presentations, meetings where vendors answer questions, other submissions, correspondence, and all records made thereof, as well as negotiations or meetings where negotiation strategies are discussed, conducted pursuant to this Invitation to Bid (ITB), shall be handled in compliance with Chapters 119 and 286, Florida Statutes. Proposals or replies received by the City pursuant to this ITB are exempt from public disclosure until such time that the City provides notice of an intended decision or until 30 days after opening the proposals, whichever is earlier. If the City rejects all proposals or replies pursuant to this ITB and provides notice of its intent to reissue the ITB, then the rejected proposals or replies remain exempt from public disclosure until such time that the City provides notice of an intended decision concerning the reissued ITB or until the City withdraws the reissued ITB. A proposal or reply shall not be exempt from public disclosure longer than 12 months after the initial City notice rejecting all proposals or replies. Oral presentations, meetings where vendors answer questions, or meetings convened by City staff to discuss negotiation strategies, if any, shall be closed to the public (and other proposers) in compliance with Chapter 286 Florida Statutes. A complete recording shall be made of such closed meeting. The recording of, and any records presented at, the exempt meeting shall be available to the public when the City provides notice of an intended decision or until 30 days after opening proposals or final replies, whichever occurs first. If the City rejects all proposals or replies pursuant to this ITB and provides notice of its intent to reissue the ITB, then the recording and any records presented at the exempt meeting remain exempt from public disclosure until such time that the City provides notice of an intended decision concerning the reissued ITB or until the City withdraws the reissued ITB. A recording and any records presented at an exempt meeting shall not be exempt from public disclosure longer than 12 months after the initial City notice rejecting all proposals or replies. In addition to all other contract requirements as provided by law, the contractor executing this agreement agrees to comply with public records law. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS, Rosemarie Call, phone: 727-562-4092 or Rosemarie.Call@myclearwater.com, 600 Cleveland Street, Suite 600, Clearwater, FL 33755. The contractor’s agreement to comply with public records law applies specifically to: a) Keep and maintain public records required by the City of Clearwater (hereinafter “public agency”) to perform the service being provided by the contractor hereunder. b) Upon request from the public agency’s custodian of public records, provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided for in Chapter 119, Florida Statutes, as may be amended from time to time, or as otherwise provided by law. c) Ensure that the public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the contractor does not transfer the records to the public agency. d) Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of the contractor or keep and maintain public records required by the public agency to perform the service. If the contractor transfers all public records to the public agency upon completion of the contract, the contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the STANDARD TERMS AND CONDITIONS SODIUM HYDROXIDE/ SODIUM BISULFITE 10 ITB #07-22 contractor keeps and maintains public records upon completion of the contract, the contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the public agency, upon request from the public agency’s custodian of public records, in a format that is compatible with the information technology systems of the public agency. e) A request to inspect or copy public records relating to a public agency’s contract for services must be made directly to the public agency. If the public agency does not possess the requested records, the public agency shall immediately notify the contractor of the request and the contractor must provide the records to the public agency or allow the records to be inspected or copied within a reasonable time. f) The contractor hereby acknowledges and agrees that if the contractor does not comply with the public agency’s request for records, the public agency shall enforce the contract provisions in accordance with the contract. g) A contractor who fails to provide the public records to the public agency within a reasonable time may be subject to penalties under Section 119.10, Florida Statutes. h) If a civil action is filed against a contractor to compel production of public records relating to a public agency’s contract for services, the court shall assess and award against the contractor the reasonable costs of enforcement, including reasonable attorney fees, if: 1. The court determines that the contractor unlawfully refused to comply with the public records request within a reasonable time; and 2. At least eight (8) business days before filing the action, the plaintiff provided written notice of the public records request, including a statement that the contractor has not complied with the request, to the public agency and to the contractor. i) A notice complies with subparagraph (h)2. if it is sent to the public agency’s custodian of public records and to the contractor at the contractor’s address listed on its contract with the public agency or to the contractor’s registered agent. Such notices must be sent by common carrier delivery service or by registered, Global Express Guaranteed, or certified mail, with postage or shipping paid by the sender and with evidence of delivery, which may be in an electronic format. A contractor who complies with a public records request within 8 business days after the notice is sent is not liable for the reasonable costs of enforcement. S.14 AUDITS AND RECORDS. Contractor must preserve the records related to this Agreement for five (5) years after completion of the Agreement. The City or its authorized agent reserves the right to inspect any records related to the performance of work specified herein. In addition, the City may inspect any and all payroll, billing or other relevant records kept by Contractor in relation to the Agreement. Contractor will permit such inspections and audits during normal business hours and upon reasonable notice by the City. The audit of records may occur at Contractor’s place of business or at City offices, as determined by the City. S.15 BACKGROUND CHECK. The City may conduct criminal, driver history, and all other requested background checks of Contractor personnel who would perform services under the Agreement or who will have access to the City’s information, data, or facilities in accordance with the City’s current background check policies. Any officer, employee, or agent that fails the background check must be replaced immediately for any reasonable cause not prohibited by law. S.16 SECURITY CLEARANCE AND REMOVAL OF CONTRACTOR PERSONNEL. The City will have final authority, based on security reasons: (i) to determine when security clearance of Contractor personnel is required; (ii) to determine the nature of the security clearance, up to and STANDARD TERMS AND CONDITIONS SODIUM HYDROXIDE/ SODIUM BISULFITE 11 ITB #07-22 including fingerprinting Contractor personnel; and (iii) to determine whether or not any individual or entity may provide services under this Agreement. If the City objects to any Contractor personnel for any reasonable cause not prohibited by law, then Contractor will, upon notice from the City, remove any such individual from performance of services under this Agreement. S.17 DEFAULT. a. A party will be in default if that party: (i) is or becomes insolvent or is a party to any voluntary bankruptcy or receivership proceeding, makes an assignment for a creditor, or there is any similar action that affects Contractor’s capability to perform under the Agreement; (ii) is the subject of a petition for involuntary bankruptcy not removed within sixty (60) calendar days; (iii) conducts business in an unethical manner or in an illegal manner; or (iv) fails to carry out any term, promise, or condition of the Agreement. b. Contractor will be in default of this Agreement if Contractor is debarred from participating in City procurements and solicitations in accordance with the City’s Purchasing Policy and Procedures Manual. c. Notice and Opportunity to Cure. In the event a party is in default then the other party may, at its option and at any time, provide written notice to the defaulting party of the default. The defaulting party will have thirty (30) days from receipt of the notice to cure the default; the thirty (30) day cure period may be extended by mutual agreement of the parties, but no cure period may exceed ninety (90) days. A default notice will be deemed to be sufficient if it is reasonably calculated to provide notice of the nature and extent of such default. Failure of the non- defaulting party to provide notice of the default does not waive any rights under the Agreement. d. Anticipatory Repudiation. Whenever the City in good faith has reason to question Contractor’s intent or ability to perform, the City may demand that Contractor give a written assurance of its intent and ability to perform. In the event that the demand is made and no written assurance is given within five (5) calendar days, the City may treat this failure as an anticipatory repudiation of the Agreement. S.18 REMEDIES. The remedies set forth in this Agreement are not exclusive. Election of one remedy will not preclude the use of other remedies. In the event of default: a. The non-defaulting party may terminate the Agreement, and the termination will be effective immediately or at such other date as specified by the terminating party. b. The City may purchase the services required under the Agreement from the open market, complete required work itself, or have it completed at the expense of Contractor. If the cost of obtaining substitute services exceeds the contract price, the City may recover the excess cost by: (i) requiring immediate reimbursement to the City; (ii) deduction from an unpaid balance due to Contractor; (iii) collection against the proposal and/or performance security, if any; (iv) collection against liquidated damages (if applicable); or (v) a combination of the aforementioned remedies or other remedies as provided by law. Costs includes any and all, fees, and expenses incurred in obtaining substitute services and expended in obtaining reimbursement, including, but not limited to, administrative expenses, attorneys’ fees, and costs. c. The non-defaulting party will have all other rights granted under this Agreement and all rights at law or in equity that may be available to it. d. Neither party will be liable for incidental, special, or consequential damages. S.19 CONTINUATION DURING DISPUTES. Contractor agrees that during any dispute between the parties, Contractor will continue to perform its obligations until the dispute is settled, instructed to cease performance by the City, enjoined or prohibited by judicial action, or otherwise required or obligated to cease performance by other provisions in this Agreement. S.20 TERMINATION FOR CONVENIENCE. The City reserves the right to terminate this Agreement in part or in whole upon thirty (30) calendar days’ written notice. STANDARD TERMS AND CONDITIONS SODIUM HYDROXIDE/ SODIUM BISULFITE 12 ITB #07-22 S.21 TERMINATION FOR CONFLICT OF INTEREST Florida Statutes Section 112. Pursuant to F.S. Section 112, the City may cancel this Agreement after its execution, without penalty or further obligation, if any person significantly involved in initiating, securing, drafting, or creating the Agreement for the City becomes an employee or agent of Contractor. S.22 TERMINATION FOR NON-APPROPRIATION AND MODIFICATION FOR BUDGETARY CONSTRAINT. The City is a governmental agency which relies upon the appropriation of funds by its governing body to satisfy its obligations. If the City reasonably determines that it does not have funds to meet its obligations under this Agreement, the City will have the right to terminate the Agreement without penalty on the last day of the fiscal period for which funds were legally available. In the event of such termination, the City agrees to provide written notice of its intent to terminate thirty (30) calendar days prior to the stated termination date. S.23 PAYMENT TO CONTRACTOR UPON TERMINATION. Upon termination of this Agreement, Contractor will be entitled only to payment for those services performed up to the date of termination, and any authorized expenses already incurred up to such date of termination. The City will make final payment within thirty (30) calendar days after the City has both completed its appraisal of the materials and services provided and received Contractor’s properly prepared final invoice. S.24 NON-WAIVER OF RIGHTS. There will be no waiver of any provision of this agreement unless approved in writing and signed by the waiving party. Failure or delay to exercise any rights or remedies provided herein or by law or in equity, or the acceptance of, or payment for, any services hereunder, will not release the other party of any of the warranties or other obligations of the Agreement and will not be deemed a waiver of any such rights or remedies. S.25 INDEMNIFICATION/LIABILITY. a. To the fullest extent permitted by law, Contractor agrees to defend, indemnify, and hold the City, its officers, agents, and employees, harmless from and against any and all liabilities, demands, claims, suits, losses, damages, causes of action, fines or judgments, including costs, attorneys’, witnesses’, and expert witnesses’ fees, and expenses incident thereto, relating to, arising out of, or resulting from: (i) the services provided by Contractor personnel under this Agreement; (ii) any negligent acts, errors, mistakes or omissions by Contractor or Contractor personnel; and (iii) Contractor or Contractor personnel’s failure to comply with or fulfill the obligations established by this Agreement. b. Contractor will update the City during the course of the litigation to timely notify the City of any issues that may involve the independent negligence of the City that is not covered by this indemnification. c. The City assumes no liability for actions of Contractor and will not indemnify or hold Contractor or any third party harmless for claims based on this Agreement or use of Contractor-provided supplies or services. S.26 WARRANTY. Contractor warrants that the services and materials will conform to the requirements of the Agreement. Additionally, Contractor warrants that all services will be performed in a good, workman-like and professional manner. The City’s acceptance of service or materials provided by Contractor will not relieve Contractor from its obligations under this warranty. If any materials or services are of a substandard or unsatisfactory manner as determined by the City, Contractor, at no additional charge to the City, will provide materials or redo such services until in accordance with this Agreement and to the City’s reasonable satisfaction. Unless otherwise agreed, Contractor warrants that materials will be new, unused, of most current manufacture and not discontinued, will be free of defects in materials and workmanship, will be provided in accordance with manufacturer's standard warranty for at least one (1) year unless otherwise specified, and will perform in accordance with manufacturer's published specifications. S.27 THE CITY’S RIGHT TO RECOVER AGAINST THIRD PARTIES. Contractor will do nothing to prejudice the City’s right to recover against third parties for any loss, destruction, or damage to City property, and will at the City’s request and expense, furnish to the City reasonable assistance and STANDARD TERMS AND CONDITIONS SODIUM HYDROXIDE/ SODIUM BISULFITE 13 ITB #07-22 cooperation, including assistance in the prosecution or defense of suit and the execution of instruments of assignment in favor of the City in obtaining recovery. S.28 NO GUARANTEE OF WORK. Contractor acknowledges and agrees that it is not entitled to deliver any specific amount of materials or services or any materials or services at all under this Agreement and acknowledges and agrees that the materials or services will be requested by the City on an as needed basis at the sole discretion of the City. Any document referencing quantities or performance frequencies represent the City's best estimate of current requirements, but will not bind the City to purchase, accept, or pay for materials or services which exceed its actual needs. S.29 OWNERSHIP. All deliverables, services, and information provided by Contractor or the City pursuant to this Agreement (whether electronically or manually generated) including without limitation, reports, test plans, and survey results, graphics, and technical tables, originally prepared in the performance of this Agreement, are the property of the City and will not be used or released by Contractor or any other person except with prior written permission by the City. S.30 USE OF NAME. Contractor will not use the name of the City of Clearwater in any advertising or publicity without obtaining the prior written consent of the City. S.31 PROHIBITED ACTS. Pursuant to Florida Constitution Article II Section 8, a current or former public officer or employee within the last two (2) years shall not represent another organization before the City on any matter for which the officer or employee was directly concerned and personally participated in during their service or employment or over which they had a substantial or material administrative discretion. S.32 FOB DESTINATION FREIGHT PREPAID AND ALLOWED. All deliveries will be FOB destination freight prepaid and allowed unless otherwise agreed. S.33 RISK OF LOSS. Contractor agrees to bear all risks of loss, injury, or destruction of goods or equipment incidental to providing these services and such loss, injury, or destruction will not release Contractor from any obligation hereunder. S.34 SAFEGUARDING CITY PROPERTY. Contractor will be responsible for any damage to City real property or damage or loss of City personal property when such property is the responsibility of or in the custody of Contractor or its employees. S.35 WARRANTY OF RIGHTS. Contractor warrants it has title to, or the right to allow the City to use, the materials and services being provided and that the City may use same without suit, trouble or hindrance from Contractor or third parties. S.36 PROPRIETARY RIGHTS INDEMNIFICATION. Without limiting the foregoing, Contractor will without limitation, at its expense defend the City against all claims asserted by any person that anything provided by Contractor infringes a patent, copyright, trade secret or other intellectual property right and must, without limitation, pay the costs, damages and attorneys' fees awarded against the City in any such action, or pay any settlement of such action or claim. Each party agrees to notify the other promptly of any matters to which this provision may apply and to cooperate with each other in connection with such defense or settlement. If a preliminary or final judgment is obtained against the City’s use or operation of the items provided by Contractor hereunder or any part thereof by reason of any alleged infringement, Contractor will, at its expense and without limitation, either: (a) modify the item so that it becomes non-infringing; (b) procure for the City the right to continue to use the item; (c) substitute for the infringing item other item(s) having at least equivalent capability; or (d) refund to the City an amount equal to the price paid, less reasonable usage, from the time of installation acceptance through cessation of use, which amount will be calculated on a useful life not less than five (5) years, plus any additional costs the City may incur to acquire substitute supplies or services. S.37 CONTRACT ADMINISTRATION. The contract will be administered by the Procurement Administrator and/or an authorized representative from the using department. All questions regarding the contract will be referred to the administrator for resolution. Supplements may be written to the contract for the addition or deletion of services. Payment will be negotiated and determined by the contract administrator(s). STANDARD TERMS AND CONDITIONS SODIUM HYDROXIDE/ SODIUM BISULFITE 14 ITB #07-22 S.38 FORCE MAJEURE. Failure by either party to perform its duties and obligations will be excused by unforeseeable circumstances beyond its reasonable control, including acts of nature, acts of the public enemy, riots, fire, explosion, legislation, and governmental regulation. The party whose performance is so affected will within five (5) calendar days of the unforeseeable circumstance notify the other party of all pertinent facts and identify the force majeure event. The party whose performance is so affected must also take all reasonable steps, promptly and diligently, to prevent such causes if it is feasible to do so, or to minimize or eliminate the effect thereof. The delivery or performance date will be extended for a period equal to the time lost by reason of delay, plus such additional time as may be reasonably necessary to overcome the effect of the delay, provided however, under no circumstances will delays caused by a force majeure extend beyond one hundred-twenty (120) calendar days from the scheduled delivery or completion date of a task unless agreed upon by the parties. S.39 COOPERATIVE USE OF CONTRACT. The City has entered into various cooperative purchasing agreements with other Florida government agencies, including the Tampa Bay Area Purchasing Cooperative. Under a Cooperative Purchasing Agreement, any contract may be extended for use by other municipalities, school districts and government agencies in the State of Florida with the approval of Contractor. Any such usage by other entities must be in accordance with the statutes, codes, ordinances, charter and/or procurement rules and regulations of the respective government agency. Orders placed by other agencies and payment thereof will be the sole responsibility of that agency. The City is not responsible for any disputes arising out of transactions made by others. S.40 FUEL CHARGES AND PRICE INCREASES. No fuel surcharges will be accepted. No price increases will be accepted without proper request by Contractor and response by the City’s Procurement Division. S.41 NOTICES. All notices to be given pursuant to this Agreement must be delivered to the parties at their respective addresses. Notices may be (i) personally delivered; (ii) sent via certified or registered mail, postage prepaid; (iii) sent via overnight courier; or (iv) sent via facsimile. If provided by personal delivery, receipt will be deemed effective upon delivery. If sent via certified or registered mail, receipt will be deemed effective three (3) calendar days after being deposited in the United States mail. If sent via overnight courier or facsimile, receipt will be deemed effective two (2) calendar days after the sending thereof. S.42 GOVERNING LAW, VENUE. This Agreement is governed by the laws of the State of Florida. The exclusive venue selected for any proceeding or suit in law or equity arising from or incident to this Agreement will be Pinellas County, Florida. S.43 INTEGRATION CLAUSE. This Agreement, including all attachments and exhibits hereto, supersede all prior oral or written agreements, if any, between the parties and constitutes the entire agreement between the parties with respect to the work to be performed. S.44 PROVISIONS REQUIRED BY LAW. Any provision required by law to be in this Agreement is a part of this Agreement as if fully stated in it. S.45 SEVERABILITY. If any provision of this Agreement is declared void or unenforceable, such provision will be severed from this Agreement, which will otherwise remain in full force and effect. The parties will negotiate diligently in good faith for such amendment(s) of this Agreement as may be necessary to achieve the original intent of this Agreement, notwithstanding such invalidity or unenforceability. S.46 SURVIVING PROVISIONS. Notwithstanding any completion, termination, or other expiration of this Agreement, all provisions which, by the terms of reasonable interpretation thereof, set forth rights and obligations that extend beyond completion, termination, or other expiration of this Agreement, will survive and remain in full force and effect. Except as specifically provided in this Agreement, completion, termination, or other expiration of this Agreement will not release any party from any liability or obligation arising prior to the date of termination. DETAILED SPECIFICATIONS SODIUM HYDROXIDE/ SODIUM BISULFITE 15 ITB #07-22 1. INTRODUCTION. The City of Clearwater (City) is located on the West Coast of Florida in the Tampa Bay region. It is the third largest city in the region with an estimated population of nearly 118,017 residents. The City of Clearwater is also a major tourist destination – Clearwater Beach was rated #1 U.S. Beach by TripAdvisor’s Traveler’s Choice Awards in 2018 and 2019 and is consistently ranked as one of the top beaches in the world. The City of Clearwater is home to the Philadelphia Phillies Spring Training and Clearwater Threshers Minor League Baseball, as well as hosting several sports tournaments through the year that attract visitors from across the country. Clearwater is home to Winter the Dolphin and the Clearwater Marine Aquarium. Winter’s story made it all the way to Hollywood in the motion pictures “Dolphin Tale” and “Dolphin Tale 2”, both filmed here in Clearwater. The City of Clearwater is committed to ensuring that we have a sustainable city through green measures focusing on our economy, environment and community. 2. SCOPE OF WORK. The City of Clearwater’s Public Utilities Department seeks a qualified vendor to supply the chemicals, 50% Sodium Hydroxide (Caustic Soda) and 38-40% Sodium Bisulfite Aqueous Solution, according to the specifications listed below. Each chemical will be considered separately for award. 3. 50% SODIUM HYDROXIDE (CAUSTIC SODA) A. SPECIFICATIONS i. Sodium Hydroxide shall be in conformity with American National Standards Institute (ANSI)/ American Water Works Association (AWWA) B501-98 and/or the most updated revision. Per Section 4.2.2 of this standard, the liquid sodium hydroxide supplied under this contract shall contain approximately 50 percent (50%) sodium hydroxide (NaOH). ii. General impurities shall contain no soluble material or organic substances in quantities capable of producing harmful or injurious effects on the health of those consuming water that has been treated properly with the sodium hydroxide. iii. Vendor shall certify sodium hydroxide as suitable for contact with and/or treatment of drinking water by an accredited certification organization in accordance with ANSI/ National Sanitation Foundation (NSF) Standard 60, Drinking Water Treatment Chemicals - Health Effects. Evaluation shall be accomplished in accordance with requirements that are no less restrictive than those listed in ANSI/NSF Standard 60. Certification shall be accomplished by a certification organization accredited by the American National Standards Institute. Analysis shall be required on a spot check basis not to exceed one in four deliveries, at the cost of the vendor, or a certified analysis of the product may be provided on a regular basis if vendor can demonstrate they are performing quality control measures on a frequency and on samples that represent the quality of material the City is receiving. Quality of sodium hydroxide shall be diaphragm grade. If the sodium hydroxide does not meet these specifications, the load will be refused at no expense to the City. iv. The suppliers of these products shall provide the most up-to-date version of Safety Data Sheet (SDSs) with bid submittal. B. DELIVERY i. Shipping is by bulk in accordance with applicable regulations. Vendor shall assure that each delivery truck is in A-1 mechanical condition conforming to Interstate Commerce Commission (ICC) Specification MC-310 and MC-311 for hazardous chemical(s). ii. A capable driver and/or worker trained in the proper handling of sodium hydroxide and the use and operation of the delivery vehicle and unloading equipment. Certification of training shall be provided upon request of the City’s representative. Extreme care shall be taken when handling sodium hydroxide in liquid form. Drivers and/or workers shall be trained in the handling of DETAILED SPECIFICATIONS SODIUM HYDROXIDE/ SODIUM BISULFITE 16 ITB #07-22 hazardous chemicals and shall wear proper Personal Protective Equipment (PPE) suitable for the handling of sodium hydroxide, including, but not limited to, protective clothing, goggles, and face shields. Observation of drivers and/or workers performing this duty with disregard to safety procedures may result in the termination of this contract. iii. Upon arriving on City property, the driver is required to observe all safety policies, rules and approved standard operating procedures. Means of identification on the vehicle shall be required and net weight of liquid contents shall be weighed onsite with certified scales readings. These readings shall be provided to the City plant operator on duty prior to any attempt to make delivery. The typical quantity of delivery is 2,000 to 4,000 gallons, split between the two (2) facilities. Chemical shall be off-loaded by compressed air supplied by the delivery truck. Refer to the attached table for a breakdown of specific quantities and locations. iv. The Vendor shall supply all necessary connectors and hoses required to off load the sodium hydroxide shipment into the City’s bulk storage tank. v. The sodium hydroxide shall be furnished and delivered to two (2) locations; City of Clearwater Reverse Osmosis Water Treatment Plant No. 1 (RO1) and Reverse Osmosis Water Treatment Plant No. 2 (RO2). Site Name Site Address Delivery Hours Phone Contact (1st and 2nd contacts) # of Tanks Each Tank Capacity (gallons) Estimated Daily Usage (gallons) RO1 1657 Palmetto St, Clearwater, FL 33765 6:30am-10:30pm (Monday – Friday) 1.) 727-224-2466 2 2,000 110 2.) 727-224-7993 RO2 3141 Gulf to Bay Blvd., Clearwater, FL 33759 6:30am – 10:30pm (Monday – Friday) 1.) 727-200-3229 2 2,000 80 2.) 727-224-7736 4. 38-40% SODIUM BISULFITE AQUEOUS SOLUTUTION A. SPECIFICATIONS i. 38-40% Sodium Bisulfite Aqueous Solution shall meet NSF/ANSI STANDARD 60. ii. The estimated average daily usage is 305 gallons for all four (4) facilities. This is only an estimate and subject to change based on the needs of the facilities. iii. Vendor will provide City with the portion(s) of their Safety Plan that apply to the transportation and delivery of product upon award. iv. The suppliers of these products shall provide the most up-to-date version of Safety Data Sheet (SDSs) with bid submittal. B. DELIVERY i. Deliveries shall be made with a maximum of three (3) day lead time notice from Public Utilities staff (seven [7] days per week). Frequency of deliveries will vary depending on the needs of the facilities. DETAILED SPECIFICATIONS SODIUM HYDROXIDE/ SODIUM BISULFITE 17 ITB #07-22 ii. Each delivery made shall be of sufficient and appropriate quantity to maintain the onsite storage tank levels as requested by the facility staff and will vary by use rate and site storage tank size. iii. For each delivery, vendor shall provide facility staff with 1) a written ticket showing number of gallons delivered at each WRF and/or RO plant, and 2) a Certificate of Analysis showing current bisulfate percentage of the product delivered. iv. Vendor will comply with all United States Department of Transportation (USDOT) and Florida Department of Transportation (FDOT) rules and requirements. v. 38-40% Sodium Bisulfite Aqueous Solution will be furnished and delivered to four (4) separate locations; City of Clearwater’s RO1, East Water Reclamation Facility (WRF), Marshall Street Water Reclamation Facility (WRF), and Northeast Water Reclamation Facility (WRF). Site Name Site Address Delivery Hours Phone Contact (1st and 2nd contacts) # of Tanks Each Tank Capacity (gallons) Estimated Daily Usage (gallons) RO1 1657 Palmetto St, Clearwater, FL 33765 6:30am - 10:30pm (Monday – Friday) 1.) 727-224-2466 2 800 15 2.) 727-224-7736 East WRF 3141 Gulf to Bay Blvd., Clearwater, FL 33759 6:30am – 10:30pm (Monday – Friday) 1.) 727-462-6667 2 2500 140 2.) 727-227-7729 Marshall Street WRF 1605 Harbor Dr., Clearwater FL 33755 6:30am – 10:30pm (Monday – Friday) 1.) 727-462-6660 2 2500 100 2.) 727-224-7726 Northeast WRF 3290 State Rd. 580, Clearwater FL 33761 6:30am – 10:30pm (Monday – Friday) 1.) 727-793-2787 1 1200 50 2.) 727-224-7745 ADDITIONAL REQUIREMENTS FOR AWARDED VENDOR: • Vendor shall provide to the Public Utilities designated representative(s) their Standard Operating Procedures for drivers. • These chemicals are required by the City’s Public Utilities Department for use in treating water to meet Federal and State requirements. Vendor shall provide a written plan to provide uninterruptable service to the Public Utilities designated representative(s). This plan will include a backup system, to be approved by the Public Utilities designated representative(s), that will ensure the uninterruptable service to the City. • Vendor shall provide a list of approved drivers with their training record kept current and a copy of their driver’s license. The approved drivers list shall be maintained and updated by the Vendor with the list of approved drivers, training records and driver’s license whenever a new driver is proposed. DETAILED SPECIFICATIONS SODIUM HYDROXIDE/ SODIUM BISULFITE 18 ITB #07-22 5. INSURANCE REQUIREMENTS. To be reviewed by Risk Manager The Vendor shall, at its own cost and expense, acquire and maintain (and cause any subcontractors, representatives or agents to acquire and maintain) during the term with the City, sufficient insurance to adequately protect the respective interest of the parties. Coverage shall be obtained with a carrier having an AM Best Rating of A-VII or better. In addition, the City has the right to review the Contractor’s deductible or self-insured retention and to require that it be reduced or eliminated. Specifically the Vendor must carry the following minimum types and amounts of insurance on an occurrence basis or in the case of coverage that cannot be obtained on an occurrence basis, then coverage can be obtained on a claims-made basis with a minimum three (3) year tail following the termination or expiration of this Agreement: a. Commercial General Liability Insurance coverage, including but not limited to, premises operations, products/completed operations, products liability, contractual liability, advertising injury, personal injury, death, and property damage in the minimum amount of $1,000,000 (one million dollars) per occurrence and $2,000,000 (two million dollars) general aggregate. b. Commercial Automobile Liability Insurance coverage for any owned, non-owned, hired or borrowed automobile is required in the minimum amount of $1,000,000 (one million dollars) combined single limit. c. Unless waived by the State of Florida and proof of waiver is provided to the City, statutory Workers’ Compensation Insurance coverage in accordance with the laws of the State of Florida, and Employer’s Liability Insurance in the minimum amount of $500,000 (five hundred thousand dollars) each employee each accident, $500,000 (five hundred thousand dollars) each employee by disease, and $500,000 (five hundred thousand dollars) disease policy limit. Coverage should include Voluntary Compensation, Jones Act, and U.S. Longshoremen’s and Harbor Worker’s Act coverage where applicable. Coverage must be applicable to employees, contractors, subcontractors, and volunteers, if any. d. Pollution Liability Insurance coverage, which covers any and all losses caused by pollution conditions (including sudden and non-sudden pollution conditions) arising from the servicing and operations of Vendor (and any subcontractors, representatives, or agents) involved in the work/transport, in the minimum amount of $1,000,000 (one million dollars) per occurrence and $2,000,000 (two million dollars) general aggregate. Other considerations: Garagekeepers, Cyber, etc…. The above insurance limits may be achieved by a combination of primary and umbrella/excess liability policies. Other Insurance Provisions. a. Prior to the execution of this Agreement, and then annually upon the anniversary date(s) of the insurance policy’s renewal date(s) for as long as this Agreement remains in effect, the Vendor will furnish the City with a Certificate of Insurance(s) (using appropriate ACORD certificate, SIGNED by the Issuer, and with applicable endorsements) evidencing all of the coverage set forth above and naming the City as an “Additional Insured” on the Commercial General Liability Insurance and Auto Liability policies. In addition when requested in writing from the City, Vendor will provide the City with certified copies of all applicable policies. The address where such certificates and certified policies shall be sent or delivered is as follows: City of Clearwater Attn: Procurement Division, ITB #07-22 P.O. Box 4748 DETAILED SPECIFICATIONS SODIUM HYDROXIDE/ SODIUM BISULFITE 19 ITB #07-22 Clearwater, FL 33758-4748 b. Vendor shall provide thirty (30) days written notice of any cancellation, non-renewal, termination, material change or reduction in coverage. c. Vendor’s insurance as outlined above shall be primary and non-contributory coverage for Vendor’s negligence. d. Vendor reserves the right to appoint legal counsel to provide for the Vendor’s defense, for any and all claims that may arise related to Agreement, work performed under this Agreement, or to Vendor’s design, equipment, or service. Vendor agrees that the City shall not be liable to reimburse Vendor for any legal fees or costs as a result of Vendor providing its defense as contemplated herein. The stipulated limits of coverage above shall not be construed as a limitation of any potential liability to the City, and City’s failure to request evidence of this insurance shall not be construed as a waiver of Vendor’s (or any contractors’, subcontractors’, representatives’ or agents’) obligation to provide the insurance coverage specified. MILESTONES SODIUM HYDROXIDE/ SODIUM BISULFITE 20 ITB #07-22 1. BEGINNING AND END DATE OF INITIAL TERM. March 2022 – February 2023 If the commencement of performance is delayed because the City does not execute the contract on the start date, the City may adjust the start date, end date and milestones to reflect the delayed execution. 2. EXTENSION. The City reserves the right to extend the term of this contract, provided however, that the City shall give written notice of its intentions to extend this contract no later than thirty (30) days prior to the expiration date of the contract. 3. RENEWAL. At the end of the initial term of this contract, the City may initiate renewal(s) as provided. The decision to renew a contract rests solely with the City. The City will give written notice of its intention to renew the contract no later than thirty (30) days prior to the expiration. Two (2), one (1) year renewals possible at the City’s option. 4. PRICES. All pricing shall be firm for the initial term of one (1) year; except where otherwise provided by the specifications, and include all transportation, insurance and warranty costs. The City shall not be invoiced at prices higher than those stated in any contract resulting from this bid. The Contractor certifies that the prices offered are no higher than the lowest price the Contractor charges other buyers for similar quantities under similar conditions. The Contractor further agrees that any reductions in the price of the goods or services covered by this bid and occurring after award will apply to the undelivered balance. The Contractor shall promptly notify the City of such price reductions. During the sixty (60) day period prior to each annual anniversary of the contract effective date, the Contractor may submit a written request that the City increase the prices for an amount for no more than the twelve month change in the Producer Price Index for Producer Price Index for 0613 Basic Inorganic Chemicals, Not Seasonally Adjusted as published by the U.S. Department of Labor, Bureau of Labor Statistics (http://www.bls.gov/ppi/home.htm). The City shall review the request for adjustment and respond in writing; such response and approval shall not be unreasonably withheld. At the end of the initial term, pricing may be adjusted for amounts other than inflation based on mutual agreement of the parties after review of appropriate documentation. Renewal prices shall be firm for at least one year, and may be adjusted thereafter as outlined in the previous paragraph. No fuel surcharges will be accepted. BID SUBMISSION SODIUM HYDROXIDE/ SODIUM BISULFITE 21 ITB #07-22 1. BID SUBMISSION. It is recommended that bids be submitted electronically through our bids website at https://www.myclearwater.com/business/rfp. For bids mailed and/or hand-delivered, bidder must submit one (1) signed original bid and one (1) electronic format on a CD or Thumb Drive, in a sealed container using label provided at the end of this solicitation. 2. BIDDER RESPONSE CHECKLIST. This checklist is provided for your convenience. It is not necessary to return a copy of this solicitation’s Instructions, Terms and Conditions, or Detailed Specifications with your bid response. Only submit the requested forms and any other requested or descriptive literature. Original and proper number of copies with electronic format (if requested) Bid container properly labeled Bid pricing form Exceptions/Additional Materials/Addenda form Vendor Information form Scrutinized Companies form(s) as required E-Verify Eligibility form as required Offer Certification form A copy of NSF/ANSI Standard 61 certification Safety Data Sheet (SDS) W-9 Form to be provided by Bidder (http://www.irs.gov/pub/irs-pdf/fw9.pdf) BID PRICING SODIUM HYDROXIDE/ SODIUM BISULFITE 22 ITB #07-22 Pursuant to the contract specifications enumerated and described in this solicitation, we agree to furnish Chemicals: Sodium Hydroxide & Sodium Bisulfite to the City of Clearwater at the price(s) stated below. Item No. Description Unit Price (per gallon) 1 Sodium Hydroxide (caustic soda) $ Note: If your company offers an alternative pricing method (other than gallons) for 50% Sodium Hydroxide (caustic soda) please explain method of conversion from gallons to alternative unit of measure and complete below: Alternative Pricing Method: 50% Sodium Hydroxide (caustic soda) Alternative Unit of Measure: Unit Price per Alternative Unit of Measure: Method of conversion from gallons to alternative unit of measure: Estimated annual quantity of 93,724 gallons = X quantity / alternative unit of measure / Total Price: Unit Price X Estimated annual quantity = Pursuant to the contract specifications enumerated and described in this solicitation, we agree to furnish CHEMICAL: 38-40% Sodium Bisulfite to the City of Clearwater at the price(s) stated below. DELIVERY REQUIREMENTS FOB: Destination, Freight Prepaid and Allowed Freight Costs: Unit prices should include all freight and transportation charges PAYMENT TERMS: City of Clearwater’s standard payment terms are NET30 Vendor: _________________________________________ Date: ______________________________ Item No. Description Estimated Annual Quantity Unit Price (per Pound) OR Unit Price (per Gallon) 2 Sodium Bisulfite 133,590 gallons $ $ EXCEPTIONS/ADDITIONAL MATERIALS/ADDENDA SODIUM HYDROXIDE/ SODIUM BISULFITE 23 ITB #07-22 Bidders shall indicate any and all exceptions taken to the provisions or specifications in this solicitation document. Exceptions that surface elsewhere and that do not also appear under this section shall be considered invalid and void and of no contractual significance. Exceptions (mark one): Note – Any material exceptions taken to the City’s Standard Terms and Conditions will render a Bid Non-responsive. No exceptions Exceptions taken (describe--attach additional pages if needed) Additional Materials submitted (mark one): No additional materials have been included with this bid Additional Materials attached (describe--attach additional pages if needed) Addenda Bidders are responsible for verifying receipt of any addenda issued by checking the City’s website at http://www.myclearwater.com/business/bid-information/ prior to the bid opening. Failure to acknowledge any addenda issued may result in a response being deemed non-responsive. Acknowledgement of Receipt of Addenda (initial for each addenda received, if applicable): Addenda Number Initial to acknowledge receipt Vendor Name ____ Date: ____ VENDOR INFORMATION SODIUM HYDROXIDE/ SODIUM BISULFITE 24 ITB #07-22 Company Legal/Corporate Name: Doing Business As (if different than above): Address: City: State: Zip: - Phone: Fax: E-Mail Address: Website: DUNS # Remit to Address (if different than above): Order from Address (if different from above): Address: Address: City: State: Zip: City: State: Zip: Contact for Questions about this bid: Name: Fax: Phone: E-Mail Address: Day-to-Day Project Contact (if awarded): Name: Fax: Phone: E-Mail Address: Certified Small Business Certifying Agency: Certified Minority, Woman or Disadvantaged Business Enterprise Certifying Agency: Provide supporting documentation for your certification, if applicable. SCRUTINIZED COMPANIES FORM SODIUM HYDROXIDE/ SODIUM BISULFITE 25 ITB #07-22 SCRUTINIZED COMPANIES THAT BOYCOTT ISRAEL LIST CERTIFICATION FORM THIS FORM MUST BE COMPLETED AND SUBMITTED WITH THE BID/PROPOSAL. FAILURE TO SUBMIT THIS FORM AS REQUIRED MAY DEEM YOUR SUBMITTAL NONRESPONSIVE. The affiant, by virtue of the signature below, certifies that: 1. The vendor, company, individual, principal, subsidiary, affiliate, or owner is aware of the requirements of section 287.135, Florida Statutes, regarding companies on the Scrutinized Companies that Boycott Israel List, or engaged in a boycott of Israel; and 2. The vendor, company, individual, principal, subsidiary, affiliate, or owner is eligible to participate in this solicitation and is not listed on the Scrutinized Companies that Boycott Israel List, or engaged in a boycott of Israel; and 3. “Boycott Israel” or “boycott of Israel” means refusing to deal, terminating business activities, or taking other actions to limit commercial relations with Israel, or persons or entities doing business in Israel or in Israeli-controlled territories, in a discriminatory manner. A statement by a company that it is participating in a boycott of Israel, or that it has initiated a boycott in response to a request for a boycott of Israel or in compliance with, or in furtherance of, calls for a boycott of Israel, may be considered as evidence that a company is participating in a boycott of Israel; and 4. If awarded the Contract (or Agreement), the vendor, company, individual, principal, subsidiary, affiliate, or owner will immediately notify the City of Clearwater in writing, no later than five (5) calendar days after any of its principals are placed on the Scrutinized Companies that Boycott Israel List, or engaged in a boycott of Israel. __________________________________________ Authorized Signature __________________________________________ Printed Name __________________________________________ Title __________________________________________ Name of Entity/Corporation STATE OF _____________________ COUNTY OF ___________________ The foregoing instrument was acknowledged before me by means of ☐ physical presence or ☐ online notarization on, this _____ day of _________________, 20____, by ______________________________ (name of person whose signature is being notarized) as the ________________________ (title) of ______________________________________(name of corporation/entity), personally known ______, or produced _________________________ (type of identification) as identification, and who did/did not take an oath. ______________________________________ Notary Public ____________________________________ Printed Name My Commission Expires: __________________ NOTARY SEAL ABOVE SCRUTINIZED COMPANIES FORM SODIUM HYDROXIDE/ SODIUM BISULFITE 26 ITB #07-22 SCRUTINIZED COMPANIES AND BUSINESS OPERATIONS WITH CUBA AND SYRIA CERTIFICATION FORM IF YOUR BID/PROPOSAL IS $1,000,000 OR MORE, THIS FORM MUST BE COMPLETED AND SUBMITTED WITH THE BID/PROPOSAL. FAILURE TO SUBMIT THIS FORM AS REQUIRED MAY DEEM YOUR SUBMITTAL NONRESPONSIVE. The affiant, by virtue of the signature below, certifies that: 1. The vendor, company, individual, principal, subsidiary, affiliate, or owner is aware of the requirements of section 287.135, Florida Statutes, regarding companies on the Scrutinized Companies with Activities in Sudan List, the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaging in business operations in Cuba and Syria; and 2. The vendor, company, individual, principal, subsidiary, affiliate, or owner is eligible to participate in this solicitation and is not listed on either the Scrutinized Companies with Activities in Sudan List, the Scrutinized Companies with Activities in the Iran Petroleum Sector List, or engaged in business operations in Cuba and Syria; and 3. Business Operations means, for purposes specifically related to Cuba or Syria, engaging in commerce in any form in Cuba or Syria, including, but not limited to, acquiring, developing, maintaining, owning, selling, possessing, leasing or operating equipment, facilities, personnel, products, services, personal property, real property, military equipment, or any other apparatus of business or commerce; and 4. If awarded the Contract (or Agreement), the vendor, company, individual, principal, subsidiary, affiliate, or owner will immediately notify the City of Clearwater in writing, no later than five (5) calendar days after any of its principals are placed on the Scrutinized Companies with Activities in Sudan List, the Scrutinized Companies with Activities in the Iran Petroleum Sector List, or engaged in business operations in Cuba and Syria. __________________________________________ Authorized Signature __________________________________________ Printed Name __________________________________________ Title __________________________________________ Name of Entity/Corporation STATE OF _____________________ COUNTY OF ___________________ The foregoing instrument was acknowledged before me by means of ☐ physical presence or ☐ online notarization on, this _____ day of _________________, 20____, by _______________________________ (name of person whose signature is being notarized) as the ________________________ (title) of ______________________________________(name of corporation/entity), personally known ______, or produced _________________________ (type of identification) as identification, and who did/did not take an oath. ______________________________________ _ Notary Public ____________________________________ Printed Name My Commission Expires: __________________ NOTARY SEAL ABOVE E-VERIFY ELIGIBILITY FORM SODIUM HYDROXIDE/ SODIUM BISULFITE 27 ITB #07-22 VERIFICATION OF EMPLOYMENT ELIGIBILITY FORM PER FLORIDA STATUTE 448.095, CONTRACTORS AND SUBCONTRACTORS MUST REGISTER WITH AND USE THE E-VERIFY SYSTEM TO VERIFY THE WORK AUTHORIZATION STATUS OF ALL NEWLY HIRED EMPLOYEES. THIS FORM MUST BE COMPLETED AND SUBMITTED WITH THE BID/PROPOSAL. FAILURE TO SUBMIT THIS FORM AS REQUIRED MAY DEEM YOUR SUBMITTAL NONRESPONSIVE. The affiant, by virtue of the signature below, certifies that: 1. The Contractor and its Subcontractors are aware of the requirements of Florida Statute 448.095. 2. The Contractor and its Subcontractors are registered with and using the E-Verify system to verify the work authorization status of newly hired employees. 3. The Contractor will not enter into a contract with any Subcontractor unless each party to the contract registers with and uses the E-Verify system. 4. The Subcontractor will provide the Contractor with an affidavit stating that the Subcontractor does not employ, contract with, or subcontract with unauthorized alien. 5. The Contractor must maintain a copy of such affidavit. 6. The City may terminate this Contract on the good faith belief that the Contractor or its Subcontractors knowingly violated Florida Statutes 448.09(1) or 448.095(2)(c). 7. If this Contract is terminated pursuant to Florida Statute 448.095(2)(c), the Contractor may not be awarded a public contract for at least 1 year after the date on which this Contract was terminated. 8. The Contractor is liable for any additional cost incurred by the City as a result of the termination of this Contract. __________________________________________ Authorized Signature __________________________________________ Printed Name __________________________________________ Title __________________________________________ Name of Entity/Corporation STATE OF _____________________ COUNTY OF ___________________ The foregoing instrument was acknowledged before me by means of ☐ physical presence or ☐ online notarization on, this _____ day of _________________, 20____, by _______________________________ (name of person whose signature is being notarized) as the ________________________ (title) of ______________________________________(name of corporation/entity), personally known ______, or produced _________________________ (type of identification) as identification, and who did/did not take an oath. ____________________________________ Notary Public ____________________________________ Printed Name My Commission Expires: __________________ NOTARY SEAL ABOVE OFFER CERTIFICATION By signing and submitting this Bid, the Vendor certifies that: a) It is under no legal prohibition on contracting with the City of Clearwater. b) It has read, understands, and is in compliance with the specifications, terms and conditions stated herein, as well as its attachments, and any referenced documents. c) It has no known, undisclosed conflicts of interest. d) The prices offered were independently developed without consultation or collusion with any of the other respondents or potential respondents or any other anti-competitive practices. e) No offer of gifts, payments or other consideration were made to any City employee, officer, elected official, or consultant who has or may have had a role in the procurement process for the services and or goods/materials covered by this contract. f) It understands the City of Clearwater may copy all parts of this response, including without limitation any documents and/or materials copyrighted by the respondent, for internal use in evaluating respondent’s offer, or in response to a public records request under Florida’s public records law (F.S. 119) or other applicable law, subpoena, or other judicial process; provided that Clearwater agrees not to change or delete any copyright or proprietary notices. g) Respondent hereby warrants to the City that the respondent and each of its subcontractors (“Subcontractors”) will comply with, and are contractually obligated to comply with, all Federal Immigration laws and regulations that relate to their employees. h) Respondent certifies that they are not in violation of section 6(j) of the Federal Export Administration Act and not debarred by any Federal or public agency. i) It will provide the materials or services specified in compliance with all Federal, State, and Local Statutes and Rules if awarded by the City. j) It is current in all obligations due to the City. k) It will accept such terms and conditions in a resulting contract if awarded by the City. l) The signatory is an officer or duly authorized agent of the respondent with full power and authority to submit binding offers for the goods or services as specified herein. ACCEPTED AND AGREED TO: Company Name: Signature: Printed Name: Title: Date: MAILING LABEL CUT ALONG THE LINE AND AFFIX TO THE FRONT OF YOUR BID CONTAINER SODIUM HYDROXIDE/ SODIUM BISULFITE 29 ITB #07-22 --------------------------------------------------------------------------------- For US Mail ------------------------------------------------------------------------------ SEALED BID Submitted by: Company Name: Address: City, State, Zip: ITB #07-22, Sodium Hydroxide & Sodium Bisulfite Due Date: January 26, 2021 at 10:00 A.M. City of Clearwater Attn: Procurement PO Box 4748 Clearwater FL 33758-4748 --------------------------------------------------------------------------------- For US Mail ------------------------------------------------------------------------------ ---------------------------------------------- For Hand Deliveries, FEDEX, UPS or Other Courier Services ------------------------------------------------ SEALED BID Submitted by: Company Name: Address: City, State, Zip: ITB #07-22, Sodium Hydroxide & Sodium Bisulfite Due Date: January 26, 2021 at 10:00 A.M. ---------------------------------------------- For Hand Deliveries, FEDEX, UPS or Other Courier Services ------------------------------------------------ City of Clearwater Attn: Procurement 100 S Myrtle Ave 3rd Fl Clearwater FL 33756-5520 February 3, 2022 NOTICE OF INTENT TO AWARD Public Utilities and the Procurement Division recommend award of ITB No. 07-22, Sodium Hydroxide and Sodium Bisulfite Aqueous Solution to Odyssey Manufacturing Company, the lowest most responsible bidder, in accordance with the bid specifications, in the estimated amount of $400,000.00 annually, for a period of one (1) year, with two (2), one (1) year renewal options. This Award recommendation will be considered by the City Council at the February 28, 2022 Work Session (9:00 a.m.) and voted on at the March 3, 2022 Council Meeting (6:00 p.m.). These meetings are held at Clearwater Main Library, at 100 N. Osceola Ave., Clearwater, FL 33755. Inquiries regarding this Intent to Award can be directed to Eryn Berg at (727) 562-4633, or mailed to City of Clearwater, Attn: Procurement Division, PO Box 4748, Clearwater, FL 33758-4748. Posted on this date by: Eryn Berg Eryn Berg Sr. Procurement Analyst CITY OF CLEARWATER ITB # 07-22, Sodium Hyrdroxide and Sodium Bisulfite Aqueous Solution DUE DATE: January 27, 2022; 10:00 AM BID TABULATION SUMMARY ITEM DESCRIPTION Allied Universal Corporation 3901 NW 115 Ave. Miami, FL 33178 Harcros Chemicals, Inc 5132 Trenton Street Tampa, FL 33619 Odyssey Manufacturing Company 1484 Massaro Blvd. Tampa, FL 33619 Thatcher Chemical of Florida, Inc 245 Hazen Rd Deland, FL 32720 Univar Solutions USA, Inc 8201 S. 212th St Kent, WA 98032 1 Sodium Hydroxide (Caustic Soda) 5.00$ 2.85$ 2.95$ NO BID 3.5750$ 2 Sodium Bisulfite NO BID 4.48$ 1.79$ 1.8201$ NO BID NOTE: Items with a star ( ) indicates intent to award. 1) Allied Universal Corporation 2) Harcros Chemicals, Inc. 3901 NW 115 Ave 5132 Trenton St Miami, FL 33178 Tampa, FL 33619 305.888.2623 813.247.4531 3) Odyssey Manufacturing Company 4) Thatcher Chemical of Florida, Inc. 1484 Massaro Blvd.245 Hazen Road Tampa, FL 33619 Deland, FL 32720 813.635.0339 386.490.1638 5) Univar Solutions USA, Inc. 8201 S. 212th St. Kent, WA 98032 253.872.5023 ADVERTISED: TAMPA BAY TIMES 1/5/2022 POSTED:myclearwater.com 12/30/2021 - 01/27/2022 Due/Opening: January 27, 2022; 10:00 a.m. INVITATION TO BID No. 07-22 Sodium Hydroxide and Sodium Bisulfite Aqueous Solution Solicitation Response Listing FOR THE CITY OF CLEARWATER Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#22-0162 Agenda Date: 2/28/2022 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: Official Records & Legislative Services Agenda Number: 9.1 SUBJECT/RECOMMENDATION: Reappoint Gregory Byrd, citizen representative, and Brianne Roberts, Clearwater Arts Alliance, Inc. representative, to the Public Art and Design Board with terms to expire March 31, 2026. (consent) SUMMARY: APPOINTMENT WORKSHEET BOARD: Public Art and Design Board TERM: 4 years APPOINTED BY: City Council FINANCIAL DISCLOSURE: Not Required RESIDENCY REQUIREMENT: City of Clearwater resident except for the Clearwater Arts Alliance, Inc., formerly, Clearwater Arts Foundation, and the Creative Pinellas representative MEMBERS: 7 Liaison: Christopher Hubbard, Cultural Affairs Coord. CHAIR: MEETING DATE: Quarterly - January, March, June, Sep. TIME/PLACE: 2:00 PM/Chambers APPOINTMENTS NEEDED: 2 THE FOLLOWING ADVISORY BOARD MEMBERS HAVE A TERM WHICH EXPIRES AND NOW REQUIRE REAPPOINTMENT: 1. Gregory L. Byrd - 1400 Pine Brook Drive, 33755 - Professor/St. Pete College Original Appointment: 5/6/21 (currently filling an unexpired term until 3/31/22) (1 Absence in 2021) Interest in Reappointment: Yes (Citizen) 2. Brianne Roberts - 6225 Baker Rd., New Port Richey, FL 34653 - Locksmith/Arts Admin. Original Appointment: 4/15/21 (currently filling an unexpired term until 3/31/22) Page 1 City of Clearwater Printed on 2/24/2022 File Number: ID#22-0162 (0 Absences) Interest in Reappointment: Yes (Clearwater Arts Alliance, Inc.) Zip codes of current members: 2 - 33755 1 - 33761 1 - 33764 2 - 33765 1 - 34653 Current Categories: 1 Artist/Art Business Owner 4 Citizens 1 Clearwater Arts Alliance, Inc. 1 Creative Pinellas Page 2 City of Clearwater Printed on 2/24/2022 Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: 9519-22 2nd rdg Agenda Date: 2/28/2022 Status: Agenda ReadyVersion: 1 File Type: OrdinanceIn Control: Legal Department Agenda Number: 10.1 SUBJECT/RECOMMENDATION: Adopt Ordinance 9519-22 on second reading, amending the Zoning Atlas of the city by zoning certain real property whose post office address is 806 Turner Street, Clearwater, Florida 33756, from Office (O) to Medium Density Residential (MDR). SUMMARY: APPROPRIATION CODE AND AMOUNT: USE OF RESERVE FUNDS: Page 1 City of Clearwater Printed on 2/24/2022 Ordinance No. 9519-22 ORDINANCE NO. 9519-22 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, AMENDING THE ZONING ATLAS OF THE CITY BY ZONING CERTAIN REAL PROPERTY LOCATED ON THE NORTH SIDE OF TURNER STREET APPROXIMATELY 180 FEET EAST OF SOUTH MYRTLE AVENUE, WHOSE POST OFFICE ADDRESS IS 806 TURNER STREET, CLEARWATER, FLORIDA 33756, FROM OFFICE (O) TO MEDIUM DENSITY RESIDENTIAL (MDR); PROVIDING AN EFFECTIVE DATE. WHEREAS, the assignment of a zoning classification as set forth in this ordinance is found to be reasonable, proper and appropriate, and is consistent with the City's Comprehensive Plan; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. The following described property located in Pinellas County, Florida, is hereby zoned as indicated upon annexation into the City of Clearwater, and the Zoning Atlas of the City is amended, as follows: The map attached as Exhibit “A” is hereby incorporated by reference. Section 2. The City Engineer is directed to revise the Zoning Atlas of the City in accordance with the foregoing amendment. Section 3. This ordinance shall take effect immediately upon adoption. Property Zoning District Lot 13, Block 17, Magnolia Park, according to the plat thereof, as recorded in Plat Book 1, Page 70, public records of Pinellas County, Florida; From: Office (O) To: Medium Density Residential (MDR) (REZ2021-11001) Ordinance No. 9519-22 PASSED ON FIRST READING PASSED ON SECOND AND FINAL READING AND ADOPTED Frank V. Hibbard Mayor Approved as to form: Matthew J. Mytych, Esq. Assistant City Attorney Attest: Rosemarie Call, MPA, MMC City Clerk Exhibit “A” 15 17 16 15 14 3 4 5 6 13 12 11 10 9 8 7 8 9 10 15165 17 123 456 7 8 910111213141516 1 2 4 29303132 67 21 4 5 7 6 4 5 1 1 1 1 1 2 2 1 1 11 1 1 1 TURNER ST CHESTNUT ST S MYRTLE AVE S PROSPECT AVE D O C MDR 590 900708901806801818812815814901902815810904805808903709811711807803804809708406 900905813509 801901½808½810½802½800502 509 806504 603 902½507½-Not to Scale--Not a Survey-Rev. 11/9/2021 ZONING MAP Owner(s): Ivonne Pineda Kelly Case: REZ2021-11001 Site: 806 Turner Street Property Size(Acres): 0.272 Land Use Zoning PIN: 15-29-15-54450-017-0130 From: Residential/Office General (R/OG) Office (O) To: Residential/Office General (R/OG) Medium Density Residential (MDR) Atlas Page: 296A PLANNING & DEVELOPMENT DEPARTMENT COMMUNITY DEVELOPMENT BOARD STAFF REPORT MEETING DATE: January 18, 2022 AGENDA ITEM: F.1. CASE: REZ2021-11001 REQUEST: To amend the Zoning Atlas designation from the Office (O) District to the Medium Density Residential (MDR) District. GENERAL DATA: Agent................................ Owner ............................. Ryan Kelley Ivonne Pineda Kelley Location ......................... 806 Turner Street, located on the north side of Turner Street approximately 180 feet east of South Myrtle Avenue. Property Size................... 0.272 acres Background: This case involves a 0.272-acre parcel of land located on the north side of Turner Street, approximately 180 feet east of South Myrtle Avenue. The parcel, owned by Ivonna Pineda Kelley, is currently vacant; however, the property was previously occupied by two detached dwelling units. One unit, which was located to the rear of the site and had a carport attached, was demolished in 2010, and the primary structure was demolished in late 2019. All of these structures had code compliance cases for property maintenance issues and were remedied through the demolitions. The request is to change the property’s Zoning Atlas designation from Office (O) District to Medium Density Residential (MDR) District. Both the current district (Office) and the proposed district (Medium Density Residential) are consistent with the underlying Future Land Use Map category of Residential/Office General (R/OG); therefore, no Future Land Use Map amendment is required. While no application for development has been received to date, the rezoning application materials indicate the owner’s intent to construct a new detached dwelling on the property. The applicant understands all necessary approvals and permits must be obtained before development of the subject site occurs. Community Development Board – January 18, 2022 REZ2021-11001 - Page 2 of 7 Level III Zoning Atlas Amendment Review PLANNING & DEVELOPMENT LONG RANGE PLANNING DIVISION Vicinity Characteristics: Maps 1 and 2 show the general location of the property and an aerial view of the amendment area and its surroundings. Map 1 Map 2 Map 3 shows the existing surrounding uses. Residential uses, including multi-family (apartments) and single family residential, abut the subject property to the north and east. To the west is a daycare facility, and across Turner Street to the south is multi-family residential. Farther east and southeast of the subject property are more parcels developed with single family residential, and offices exist to the southwest. Map 3 Community Development Board – January 18, 2022 REZ2021-11001 - Page 3 of 7 Level III Zoning Atlas Amendment Review PLANNING & DEVELOPMENT LONG RANGE PLANNING DIVISION As shown on Map 4, the Zoning Atlas designations around the property are Medium Density Residential (MDR) abutting to the east and to the southeast across Turner Street, Downtown (D) to the north along Chestnut Street, as well as farther east of the subject property along Prospect Avenue, Office (O) to the west and directly south, and Commercial (C) southwest of the property across Turner Street. Map 4 REVIEW CRITERIA: Consistency with the Clearwater Comprehensive Plan [Sections 4-602.F.1] Recommended Findings of Fact: Applicable goal, objectives and policies of the Clearwater Comprehensive Plan which support the proposed amendment include: Policy A.2.2.7 Residential land uses shall be sited on well-drained soils, in proximity to parks, schools, mass transit and other neighborhood-serving land uses. Goal A.4. The City shall work toward a land use pattern that can be supported by the available community and public facilities that would be required to serve the development. Objective A.4.1 The City’s Concurrency Management System will ensure that compatibility of all proposed development with the capacities of the existing and planned support facilities for which a level of service has been adopted. Community Development Board – January 18, 2022 REZ2021-11001 - Page 4 of 7 Level III Zoning Atlas Amendment Review PLANNING & DEVELOPMENT LONG RANGE PLANNING DIVISION Policy A.5.5.1 Development shall be designed to maintain and support the existing or envisioned character of the neighborhood. Policy A.5.5.4 The transition between intensive redevelopment areas and adjacent low density areas should be sensitive to the scale of development in those low density areas. Objective A.6.4. Due to the built-out character of the city of Clearwater, compact urban development within the urban service area shall be promoted through the application of the Clearwater Community Development Code. Objective C.1.1 Assure an adequate supply of housing in Clearwater by providing for additional new dwelling units in a variety of types, costs, and locations to meet the needs of the residents of the City of Clearwater. Applicable section of the Community Development Code which supports the proposed amendment: Division 3, Medium Density Residential District, Section 2-301. Intent and Purpose. The intent and purpose of the Medium Density Residential District (“MDR”) is to protect and preserve the integrity and value of existing, stable residential neighborhoods of medium density while at the same time, allowing a careful and deliberate redevelopment and revitalization of existing neighborhoods in need of revitalization or neighborhoods with unique amenities which create unique opportunities to increase property values and the overall attractiveness of the City. The proposed Medium Density Residential (MDR) District is compatible with the multi-family and single- family developments to the north, east and south, and with the offices to the southwest and the daycare center to the west. This property has historically been developed with residential uses, and the proposed Medium Density Residential (MDR) District would facilitate redevelopment of an economically underutilized parcel with residential where it would not otherwise be permitted in the Office (O) District currently. The applicant has indicated the property will be developed in the future with a new single-family dwelling, although based on the underlying future land use category the site could support up to four dwelling units. The Druid Trail which connects to the Pinellas Trail and the beach runs adjacent to the property along Turner Street, and there are numerous PSTA bus stops in the vicinity. The property is also within ¼ mile of other neighborhood-serving commercial uses such as a grocery store, restaurants, and bank offices. In addition, the proposal does not degrade the level of service for public facilities below the adopted standards (a detailed public facilities analysis follows in this report). Recommended Conclusions of Law: The request does not conflict with the goals, objectives, and policies of the Clearwater Comprehensive Plan and furthers said plan and the Community Development Code as indicated above. Community Development Board – January 18, 2022 REZ2021-11001 - Page 5 of 7 Level III Zoning Atlas Amendment Review PLANNING & DEVELOPMENT LONG RANGE PLANNING DIVISION Compatibility with Surrounding Properties/Character of the City & Neighborhood [Section 4-602.F.2, 4-602.F.3 and Section 4-602.F.4] Recommended Findings of Fact: Existing surrounding uses consist of multi-family residential to the north and south, detached dwellings to the east and southeast, offices to the southwest and a daycare center to the west. The proposed Medium Density Residential (MDR) District is consistent with the zoning districts that exist in the vicinity of the subject property and provides for a transition from the higher density and intensity Downtown (D) District to the north to the residential uses to the east and southeast. New infill residential development, which would be possible through the proposed Medium Density Residential (MDR) District, is consistent with and compliments the mix of residential and non-residential uses that currently exist in the vicinity. Recommended Conclusions of Law: The proposed Medium Density Residential (MDR) District is in character with the zoning districts in the area. Further, the proposal is compatible with surrounding uses and consistent with the character of the surrounding properties and neighborhood. Sufficiency of Public Facilities [Section 4-602.F.5] Recommended Findings of Fact: Even though this is a Zoning Atlas amendment application, maximum development potential is based on the underlying future land use, so to assess the sufficiency of public facilities needed to support potential development on the proposed property, the maximum development potential under the current Future Land Use Map designation was analyzed. The current Future Land Use Map designation of Residential/Office General (R/OG) generally permits medium density residential, residential equivalent, and office uses; however, zoning districts may be more restrictive, and the current Office (O) District primarily permits office uses while the proposed Medium Density Residential (MDR) District primarily permits residential uses. Since there is no change to the Future Land Use Map designation, there is no change to the subject property’s overall development potential (i.e., dwelling units per acre or floor area ratio). However, as shown in Table 1, due to the differences in permitted uses of the current and proposed zoning districts, the development potential of non-residential uses (based on FAR) would be reduced from a maximum potential of 5,924 square feet to zero square feet, and residential uses would increase from zero dwelling units to up to four dwelling units if the property were able to develop at the maximum permitted density (15 units per acre) (an additional two units over what was constructed previously on the site before demolition). However, due to the lot size and flexibility criteria for attached dwellings in the Medium Density Residential (MDR) District, it is unlikely that construction of the maximum number of dwelling units would be possible. Community Development Board – January 18, 2022 REZ2021-11001 - Page 6 of 7 Level III Zoning Atlas Amendment Review PLANNING & DEVELOPMENT LONG RANGE PLANNING DIVISION Table 1. Development Potential for Existing FLUM Designation Current FLUM Designation “R/OG” (0.50 FAR, 15 units per acre) Current Office (O) District Requested Medium Density Residential (MDR) District Net Change Site Area 0.272 AC (11,848 SF) 0.272 AC (11,848 SF) Max. Development Potential 0 DUs1 / 12 Beds2 5,924 SF 4 DUs / 12 Beds2 0 SF3 4 DUs / 0 Beds2 -5,924 SF Notes: 1. Residential uses are not permitted in the Office (O) District, therefore the residential development potential is zero. 2. Residential equivalent uses are permitted through the consistent Office (O) and Medium Density Residential (MDR) Districts (3 beds per dwelling unit). 3. FAR is not used to regulate residential uses and there are no non-residential uses permitted through the consistent Medium Density Residential (MDR) District; therefore, the square footage development potential is zero. Abbreviations: FLUM – Future Land Use Map DUs – Dwelling Units AC – Acres FAR – Floor Area Ratio SF – Square feet For the purpose of this analysis, the maximum development potential for a residential use was used as residential utilization rates have the highest public facilities demand overall compared to the other allowable uses in the current and proposed zoning districts. Should the subject property be developed with one dwelling unit as proposed, there would be an increase of 288 gallons per day of potable water use; an increase of 259.2 gallons per day of wastewater use; an increase of 2.5 tons of solid waste per year; and an increase of 24 trips per day based on the Countywide Rules average of 89 trips per day per acre. However, the overall maximum potential density does not change since there is no change is future land use; therefore, there is no change in potential demand to the public facilities. Since the subject property is currently vacant, increases to the public facilities would be seen, but those increases would not degrade the current levels of service. Recommended Conclusions of Law: Based upon the findings of fact, it is determined that the proposed change will not result in the degradation of the existing levels of service for potable water, sanitary sewer, solid waste, parkland, and stormwater. Any required traffic mitigation will be determined at the time of site plan review. Location of District Boundaries [Section 4-602.F.6] Recommended Findings of Fact: The location of the proposed Medium Density Residential (MDR) District is logical and consistent with the boundaries of the subject property. Community Development Board – January 18, 2022 REZ2021-11001 - Page 7 of 7 Level III Zoning Atlas Amendment Review PLANNING & DEVELOPMENT LONG RANGE PLANNING DIVISION Recommended Conclusions of Law: The District boundaries are appropriately drawn in regard to location and classifications of streets, ownership lines, existing improvements and the natural environment. SUMMARY AND RECOMMENDATION: No amendment to the Zoning Atlas shall be recommended for approval or receive a final action of approval unless it complies with the standards contained in Section 4-602.F, Community Development Code. Table 2 below depicts the consistency of the proposed amendment with the standards under Section 4-602.F: Table 2. Consistency with Community Development Code Standards for Review CDC Section 4-602 Standard Consistent Inconsistent F.1 The proposed amendment is consistent with and features the goals, policies and objectives of the Comprehensive Plan and furthers the purposes of this Development Code and other city ordinances and actions designed to implement the plan. X F.2 The available uses to which the property may be put are appropriate to the property which is subject to the proposed amendment and compatible with existing and planned uses in the area. X F.3 The amendment does not conflict with the needs and character of the neighborhood and the city. X F.4 The amendment will not adversely or unreasonably affect the use of other property in the area. X F.5 The amendment will not adversely burden public facilities, including the traffic-carrying capacities of streets, in a unreasonably or disproportionate manner. X F.6 The district boundaries are appropriately drawn with due regard to locations and classifications of streets, ownership lanes, existing improvements and the natural environment. X Based on the foregoing, the Planning and Development Department recommends the following action: Recommend APPROVAL of the Zoning Atlas Amendment from the Office (O) District to the Medium Density Residential (MDR). Prepared by Planning and Development Department Staff: ________ Kyle Brotherton Senior Planner ATTACHMENTS: Ordinance No. 9519-22 Resume Photographs of Site and Vicinity REZ2021-11001 Ivonne Pineda Kelley 806 Turner Street View looking north at subject property 806 Turner Street West of the subject property East of the subject property Across the street, to the south of the subject property View looking easterly along Turner Street View looking westerly along Turner Street Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: 9530-22 2nd rdg Agenda Date: 2/28/2022 Status: Agenda ReadyVersion: 1 File Type: OrdinanceIn Control: Legal Department Agenda Number: 10.2 SUBJECT/RECOMMENDATION: Adopt Ordinance 9530-22 on second reading, vacating a portion of the 5 foot wide platted drainage and utility easement located on Lot 76, Westchester of Countryside, according to the map or plat thereof as recorded in Plat Book 70, Page 44 of the Public Records of Pinellas County, Florida. SUMMARY: APPROPRIATION CODE AND AMOUNT: USE OF RESERVE FUNDS: Page 1 City of Clearwater Printed on 2/24/2022 [RE15-1313-080/282684/1] 1 Ord. No. 9530-22 ORDINANCE NO. 9530-22 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, VACATING A PORTION OF THE 5 FEET WIDE PLATTED DRAINAGE AND UTILITY EASEMENT, LOCATED ON LOT 76, WESTCHESTER OF COUNTRYSIDE, ACCORDING TO THE MAP OR PLAT THEREOF AS RECORDED IN PLAT BOOK 70, PAGE 44, PUBLIC RECORDS OF PINELLAS COUNTY; FLORIDA. PROVIDING AN EFFECTIVE DATE. WHEREAS, the owner in fee title of real property described and depicted in Exhibit “A” (attached hereto and incorporated herein), has requested that the City vacate said drainage and utility easement; and WHEREAS, the City Council of the City of Clearwater, Florida finds that said drainage and utility easement is not necessary for municipal use and it is deemed to be in the best interest of the City and the general public that the same be vacated; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. The following: A portion of the drainage and utility easement described as follows: See Exhibit “A” is hereby vacated, closed and released, and the City of Clearwater releases all of its right, title and interest thereto, contingent upon, and subject to, the following conditions precedent: 1. Charter/ Spectrum has no objections provided easements for their facilities are retained/granted. 2. Easements granted and/or actions taken as required above by each entity, shall be in the location and in accordance with the terms of which are acceptable to the respective utility providers. Section 2. The City Clerk shall record this ordinance in the Public Records of Pinellas County, Florida, following adoption. [RE15-1313-080/282684/1] 2 Ord. No. 9530-22 Section 3. This ordinance shall take effect immediately upon adoption. PASSED ON FIRST READING ________________________________ PASSED ON SECOND AND FINAL READING AND ADOPTED ________________________________ ________________________________ Frank Hibbard Mayor Approved as to form: Attest: ________________________________ ________________________________ Laura Mahony Rosemarie Call Senor Assistant City Attorney City Clerk 27732784276627782772276027612767W ESTCHESTER DR N WESTCHESTERDRS2754AERIAL MAP 5' Drainage & Utility Easement(PB70, PG44) ²Prepared by:Engineering DepartmentGeographic Technology Division100 S. Myrtle Ave, Clearwater, FL 33756Ph: (727)562-4750, Fax: (727)526-4755www.MyClearwater.com JB SK N.T.S.200A 20-28s-16e01/04/2022Map Gen By:Reviewed By:S-T-R:Grid #:Date:Scale: Proposed Vacation of a 5' Drainage & Utility Easement2772 Westchester Dr N Document Path: C:\Users\James.Benwell\City of Clearwater\Engineering Geographic Technology - GIS\Engineering\Location Maps\PropEasVac_2772WestchesterDr.mxd Legend Existing Easements Easement to be Vacated Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: 9553-22 2nd rdg Agenda Date: 2/28/2022 Status: Agenda ReadyVersion: 1 File Type: OrdinanceIn Control: Legal Department Agenda Number: 10.3 SUBJECT/RECOMMENDATION: Adopt Ordinance 9553-22 on second reading, amending Section 2.036 of the Code of Ordinances relating to city administration. SUMMARY: APPROPRIATION CODE AND AMOUNT: USE OF RESERVE FUNDS: Page 1 City of Clearwater Printed on 2/24/2022 Ordinance No. 9553-22 ORDINANCE NO. 9553-22 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, RELATING TO CITY ADMINISTRATION; AMENDING SECTION 2.036 OF THE CLEARWATER CODE, PROVIDING FOR SEVERABILITY AND AN EFFECTIVE DATE. WHEREAS, Section 4.01 of the Clearwater City Charter creates a legal department supervised by the city attorney; and WHEREAS, Section 4.02(b) requires the city attorney to serve as legal advisor to council and to other city officials; and WHEREAS, allowing the city attorney to review council agenda items prior to publication of each agenda will assist the legal department in fulfilling its role as legal advisor to council; and WHEREAS, an existing but informal practice already entails a legal review prior to publication of most agenda items; and WHEREAS, Section 4.01 of the city charter states that all members of the legal department operate under the authority of, and are responsible to, the city council; and WHEREAS, the City of Clearwater uses a civil service system for the appointment of tenured public service employees, which was created by special act of the Florida Legislature in 1941; and WHEREAS, the city manager is responsible for hiring employees within the civil service system; and WHEREAS, it is desirable for administrative efficiency to clarify the relationship between the city attorney’s office and the civil service system; now therefore BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. That Section 2.036 of the Clearwater Code is hereby amended as follows: (1) It shall be the duty of the city attorney to defend all actions in which the city is a defendant, unless the city council commission engages the services of other legal counsel for any case. Specific authorization to defend the city shall not be required in any case, but the city attorney shall report the fact of commencement Page 2 of 3 Ordinance No. 9553-22 of each new case to the city council commission as soon as is practicable after service of process upon the city. (2) No civil action shall be commenced without the authorization of the city council commission. However, in any action in which the city is a defendant, a counterclaim or crossclaim may be filed and served upon any person who is already a party to the action without the authorization of the city council commission. (3) The authorization to prosecute or defend an action, whether pursuant to this section or by the city council commission, shall not extend to the appeal or other judicial review without the authorization of the city council commission in any case where the city is the appellant or petitioner. In any case where the city is the appellee or respondent, the authorization of the city council commission shall not be required but the fact of such appeal or petition shall be reported by the city attorney to the city council commission as soon as is practicable after service of notice upon the city. (4) Nothing in this section shall be construed as a waiver by the city council commission of its authority to settle any claim by or against the city at any time. (5) In any case in which judicial review of an administrative order is sought, and the time allowed to seek such review does not permit the city council commission to consider the matter at a regular meeting, the city attorney may take such steps as are necessary to preserve the right to seek judicial review without the authorization of the city council commission; however, at the next regular meeting, the city attorney shall request authorization to proceed in the matter, and shall promptly withdraw the request for judicial review if such authorization is not granted. (6) It shall be the duty of the city attorney to supervise the city attorney’s office, including its attorneys and staff. Employees assigned to the city attorney’s office shall not be considered civil service employees. (7) It shall be the duty of the city attorney to establish, with approval from a majority of council, the compensation paid to each employee assigned to the legal department. (8) With the exception of board appointments, it shall be the duty of the city attorney to review for legal sufficiency each agenda item to be discussed at each meeting and work session of the city council, the community redevelopment agency, and the pension trustees, prior to publication of the agenda. (9) It shall be the duty of the city attorney to review and approve each billing statement or invoice submitted by outside legal counsel. Section 2. If any section, provision, clause, phrase, or application of this Ordinance shall be declared unconstitutional or invalid for any reason by a court of competent jurisdiction, the remaining provisions shall be deemed severable therefrom and shall remain in full force and effect. Section 3. This ordinance shall take effect immediately upon adoption. Page 3 of 3 Ordinance No. 9553-22 PASSED ON FIRST READING _____________________ PASSED ON SECOND AND FINAL _____________________ READING AND ADOPTED ___________________________ Frank V. Hibbard Mayor Approved as to form: Attest: __________________________ ____________________________ David Margolis Rosemarie Call City Attorney City Clerk Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#22-0216 Agenda Date: 2/28/2022 Status: Agenda ReadyVersion: 1 File Type: Presentation(s) for Council Meeting In Control: Council Work Session Agenda Number: 17.1 SUBJECT/RECOMMENDATION: Youth Arts Month - Clearwater Arts Alliance SUMMARY: Page 1 City of Clearwater Printed on 2/24/2022