2013-37 Market Research Services ContractRESOLUTION 2013 -37
A RESOLUTION OF THE VILLAGE COUNCIL OF THE VILLAGE OF NORTH
PALM BEACH, FLORIDA ACCEPTING THE PROPOSAL SUBMITTED BY
BENDIXEN & AMANDI INTERNATIONAL, INC. FOR MARKET RESEARCH
SERVICES AND AUTHORIZING THE MAYOR AND VILLAGE CLERK TO
EXECUTE A CONTRACT RELATING TO SUCH SERVICES; AND PROVIDING
FOR AN EFFECTIVE DATE.
WHEREAS, the Village issued a Request for Proposals ( "RFP ") for Market Research Services; and
WHEREAS, the Village received one proposal in response to the RFP and in evaluating such proposal,
Village Administration recommends accepting the proposal submitted by Bendixen & Amandi
International, Inc. (Option B - Four Focus Groups) at a total cost of $31,000.00, in accordance with the
terms of the RFP; and
WHEREAS, the Village Council determines that the acceptance of the proposal recommended by
Village Administration is in the best interests of the Village.
NOW, THEREFORE, BE IT RESOLVED BY THE VILLAGE COUNCIL OF THE VILLAGE OF
NORTH PALM BEACH, FLORIDA as follows:
Section 1. The foregoing recitals are ratified as true and incorporated herein.
Section 2. The Village Council hereby accepts the proposal submitted by Bendixen & Amandi
International, Inc. (Option B - Four Focus Groups) at a total cost of $31,000.00, with funds expended
from Village Account No. A4902 -33491 (Village Manager - Contractual Services). This purchase is
expressly contingent on the appropriation of the required funds in the Fiscal Year 2014 General Fund Budget.
Section 3. The Village Council further authorizes and directs the Mayor and Village Clerk to
execute a Contract with Bendixen & Amandi International, Inc. to perform such services in accordance
with the terms and conditions set forth in the Request for Proposals issued by the Village. In the event
funds are not appropriated in the Fiscal Year 2014 General Fund Budget, the contract shall be terminated.
Section 4. This resolution shall take effect immediately upon adoption.
PASSED AND ADOPTED THIS 1 lth DAY OF JULY, 2013
(Village Seal)
ATTEST:
VILLAGE CLERK
/INK
W-2 . 7; ,
Muvr.,vtol
CONTRACT FOR MARKET ANALYSIS CONSULTING SERVICES
VILLAGE OF NORTH PALM BEACH
This Contract is made as of the 1114 day of 2013, by and between the
VILLAGE OF NORTH PALM BEACH, a municipal corporation organized and existing under the
laws of the State of Florida, by and through its Village Council, hereinafter referred to as the
VILLAGE, and BENDIXEN AND AMANDI INTERNATIONAL, INC., a Florida corporation,
hereinafter referred to as the CONSULTANT, whose Federal I.D. is 52- 1700024.
In consideration of the promises and mutual covenants herein contained, it is hereby agreed that the
CONSULTANT shall provide to the VILLAGE with Market Analysis Services pursuant to the terms
and conditions of this Contract.
SECTION 1: GOODS AND SERVICES OF THE CONSULTANT.
A. The CONSULTANT shall provide all services required under the VILLAGE's Request for
Proposals and the CONSULTANT's proposal thereto, which are attached hereto and incorporated
herein by reference and to that degree of care and skill ordinarily exercised, under similar
circumstances, by reputable members of its profession practicing in the same or similar locality at
the time the services are provided. The contracted services are set forth under Option B of the
Proposal, with a total of four focus groups.
B. The services to be provided by the CONSULTANT shall be commenced subsequent to the
execution and approval of this Contract and upon written notice from the VILLAGE to proceed.
The Notice to Proceed shall not be issued until after October 1, 2013.
SECTION 2: TERM OF CONTRACT.
This Contract shall become effective upon execution and shall terminate upon CONSULTANT's
satisfactory completion of the consulting services to be performed pursuant to this Contract.
SECTION 3: VILLAGE'S REPRESENTATIVE. Unless otherwise specified by the VILLAGE,
the VILLAGE's representative shall be the Village Manager.
SECTION 4: COMPENSATION AND METHOD OF PAYMENT.
A. The VILLAGE agrees to compensate the CONSULTANT in accordance with the
CONSULTANT's proposal attached hereto and incorporated by reference herein (Option B —
Four Focus Groups). The total and cumulative amount of this Contract shall not exceed Thirty -
One Thousand Dollars and No Cents ($31,000.00).
B. In order for both parties herein to close their books and records, the CONSULTANT will
clearly state "final invoice" on the CONSULTANT's final /last billing to the VILLAGE. This
certifies that all goods and services have been properly performed and all charges have been
invoiced to the VILLAGE. Since this account will thereupon be closed, any and other further
charges if not properly included in this final invoice are waived by the CONSULTANT. The
VILLAGE will not be liable for any invoice from the CONSULTANT submitted thirty (30) days
after the provision of all goods and services.
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SECTION 5: INDEMNIFICATION.
A. The CONSULTANT shall indemnify and save harmless and defend the VILLAGE, its
agents, servants, and employees from and against any and all claims, liability, losses, and /or
cause of action which may arise from any negligent act or omission of the CONSULTANT, its
agents, servants, or employees in the performance of services under this Contract.
B. The CONSULTANT further agrees to indemnify, save harmless and defend the VILLAGE,
its agents, servants and employees from and against any claim, demand or cause of action of
whatsoever kind or nature arising out of any conduct or misconduct of the CONSULTANT its
agents, servants, or employees not included in the paragraph above and for which the VILLAGE,
its agents, servants or employees are alleged to be liable.
C. Nothing contained in this Contract shall create a contractual relationship with or a cause of
action in favor of a third party against either the VILLAGE or CONSULTANT, nor shall this
Contract be construed a waiver of sovereign immunity beyond the waiver provided in § 768.28,
Florida Statutes.
SECTION 6: PERSONNEL AND EQUIPMENT.
A. The CONSULTANT represents that it has, or will secure at its own expense, all necessary
personnel and equipment required to perform the services under this Contract.
B. All of the services required hereunder shall be performed by the CONSULTANT or under its
supervision, and all personnel engaged in performing the services shall be fully qualified and, if
required, authorized or permitted under state and local law to perform such services.
C. All of the CONSULTANT's personnel (and all sub - consultants) while on VILLAGE
premises, will comply with all VILLAGE requirements governing conduct, safety, and security.
SECTION 7: TERMINATION.
This Contract may be cancelled by the CONSULTANT upon thirty (30) days prior written notice
to the VILLAGE's representative in the event of substantial failure by the VILLAGE to perform
in accordance with the terms of this Contract through no fault of the CONSULTANT. It may
also be terminated, in whole or in part, by the VILLAGE without cause upon thirty (30) days
written notice to the CONSULTANT. The VILLAGE may also terminate this Contract with
written notice of cause to the CONSULTANT, who fails to cure such cause within ten (10) days
of the receipt of the VILLAGE's notice. Unless the CONSULTANT is in breach of this
Contract, the CONSULTANT shall be paid for services rendered to the VILLAGE's satisfaction
through the date of termination. After receipt of a Termination Notice and except as otherwise
directed by the VILLAGE, the CONSULTANT shall:
A. Stop work on the date and to the extent specified;
B. Terminate and settle all orders and subcontracts relating to the performance of the
terminated work; and
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C. Transfer all work in progress, completed work, and other materials related to the
terminated work to the VILLAGE.
Notwithstanding the foregoing, the VILLAGE's obligations under this Contract are subject to the
availability of funds lawfully appropriated for this purpose. The VILLAGE shall provide written
notice to CONSULTANT within ten (10) days of the occurrence of a non - appropriation event,
which shall result in the immediate termination of this Contract.
SECTION 8: FEDERAL AND STATE TAX. The VILLAGE is exempt from payment of
Florida State Sales and Use Tax. Unless purchased directly by the VILLAGE, the
CONSULTANT shall not be exempted from paying sales tax to its suppliers for materials used
to fill contractual obligations with the VILLAGE, nor is the CONSULTANT authorized to use
the VILLAGE's Tax Exemption Number in securing such materials.
SECTION 9: INSURANCE. Prior to commencing any work, the CONSULTANT shall
provide certificates evidencing insurance coverage as specified in the RFP, provided, however,
that CONSULTANT shall not be required to obtain Contract, Professional Liability /Errors and
Omissions insurance coverage.
SECTION 10: SUCCESSORS AND ASSIGNS. The VILLAGE and the CONSULTANT
each binds itself and its partners, successors, executors, administrators, and assigns to the other
party of this Contract and to the partners, successors, executors, administrators and assigns of
such other party, in respect to all covenants of this Contract. Except as above, neither the
VILLAGE nor the CONSULTANT shall assign, sublet, convey or transfer its interest in this
Contract without the written consent of the other. Nothing herein shall be construed as creating
any personal liability on the part of any officer or agent of the VILLAGE which may be a party
hereto, nor shall it be construed as giving any rights or benefits hereunder to anyone other than
the VILLAGE and the CONSULTANT.
SECTION 11: DISPUTE RESOLUTION, LAW, VENUE AND REMEDIES.
This Contract shall be governed by the laws of the State of Florida. Any and all legal action
necessary to enforce the Contract will be held in Palm Beach County. No remedy herein
conferred upon any party is intended to be exclusive of any other remedy, and each and every
such remedy shall be cumulative and shall be in addition to every other remedy given hereunder
or now or hereafter existing at law or in equity or by statute or otherwise. No single or partial
exercise by any party of any right, power, or remedy hereunder shall preclude any other or
further exercise thereof.
SECTION 12: INDEPENDENT CONTRACTOR RELATIONSHIP. The CONSULTANT is,
and shall be, in the performance of all Services under this Contract, an Independent Contractor,
and not an employee, agent, or servant of the VILLAGE. All persons engaged in any of the
Services performed pursuant to this Contract shall at all times, and in all places, be subject to the
CONSULTANT'S sole direction, supervision, and control. The CONSULTANT shall exercise
control over the means and manner in which it and its employees perform the Services.
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SECTION 13: ACCESS AND AUDITS. The CONSULTANT shall maintain adequate records
to justify all charges, expenses, and costs incurred in estimating and performing the Services for
at least three (3) years after completion of this Contract. The VILLAGE shall have access to
such books, records, and documents as required in this section for the purpose of inspection or
audit during normal business hours, at the CONSULTANT's place of business. In no
circumstances will CONSULTANT be required to disclose any confidential or proprietary
information regarding its products and service costs.
SECTION 14: NONDISCRIMINATION. The CONSULTANT warrants and represents that all
of its employees are treated equally during employment without regard to race, color, religion,
disability, sex, age, national origin, ancestry, marital status, or sexual orientation.
SECTION 15: ENFORCEMENT COSTS. If any legal action or other proceeding is brought
for the enforcement of this Contract, or because of an alleged dispute, breach, default or
misrepresentation in connection with any provisions of this Contract, the successful or prevailing
party or parties shall be entitled to recover reasonable attorney's fees, court costs and all
expenses (including taxes) even if not taxable as court awarded costs (including, without
limitation, all such fees, costs and expenses incident to appeals), incurred in that action or
proceeding, in addition to any other relief to which such party or parties may be entitled.
SECTION 16: SEVERABILITY. If any term or provision of this Contract, or the application
thereof to any person or circumstances shall, to any extent, be held invalid or unenforceable, to
remainder of this Contract, or the application of such terms or provision, to persons or
circumstances other than those as to which it is held invalid or unenforceable, shall not be
affected, and every other term and provision of this Contract shall be deemed valid and
enforceable to the extent permitted by law.
SECTION 17: PUBLIC ENTITY CRIMES. CONSULTANT acknowledges and agrees that a
person or affiliate who has been placed on the convicted vendor list following a conviction for a
public entity crime may not submit a bid, proposal, or reply on a contract to provide any goods or
services to a public entity; may not submit a bid, proposal, or reply on a contract with a public
entity for the construction or repair of a public building or public work; may not submit bids,
proposals, or replies on leases of real property to a public entity; may not be awarded or perform
work as a CONSULTANT, supplier, sub - CONSULTANT, or CONSULTANT under a contract
with any public entity; and may not transact business with any public entity in excess of the
threshold amount provided in Section 287.017, Florida Statues, for CATEGORY TWO for a
period of 36 months following the date of being placed on the convicted vendor list. The
CONSULTANT will advise the VILLAGE immediately if it becomes aware of any violation of
this statute.
SECTION 18: COMPLIANCE WITH LAWS. CONSULTANT shall, in performing the
services contemplated by this Contract, faithfully observe and comply with all federal, state and
local laws, ordinances and regulations that are applicable to the services to be rendered under this
Contract.
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SECTION 19: NOTICE. All notices required in this Contract shall be sent by certified mail,
return receipt requested, and if sent to the VILLAGE shall be mailed to:
Village of North Palm Beach
Attn: Ed Green, Village Manager
Village of North Palm Beach
501 U.S. Highway One
North Palm Beach, FL 33408
and if sent to the CONSULTANT shall be mailed to:
Bendixen & Amandi International, Inc.
Attn: Fernand R. Amandi, Managing Partner
3250 Mary Street, Suite 403
Miami, FL 33133
The foregoing names and addresses may be changed if such change is provided in writing to the
other party.
SECTION 20: ENTIRETY OF CONTRACTUAL AGREEMENT. The VILLAGE and the
CONSULTANT agree that this Contract sets forth the entire agreement between the parties, and
that there are no promises or understandings other than those stated herein. None of the
provisions, terms and conditions contained in this Contract may be added to, modified,
superseded or otherwise altered, except by written instrument executed by the parties hereto. In
the event of a conflict between this Contract and the VILLAGE's Request for Proposal and the
CONSULTANT's proposal, this Contract shall take precedence with the VILLAGE's Request
for Proposal taking precedence over the CONSULTANT's proposal. All such documents shall
be read in a manner so as to avoid a conflict.
SECTION 21: WAIVER. Failure of a party to enforce or exercise any of its right(s) under this
Contract shall not be deemed a waiver of that parties' right to enforce or exercise said right(s) at
any time thereafter.
SECTION 22: PREPARATION. This Contract shall not be construed more strongly against
either party regardless of who was more responsible for its preparation.
SECTION 23: SURVIVABILITY. Any provision of this Contract which is of a continuing
nature or imposes an obligation which extends beyond the term of this Contract shall survive its
expiration or earlier termination.
SECTION 24: WAIVER OF SUBROGATION. CONSULTANT hereby waives any and all
rights to Subrogation against the VILLAGE, its officers, employees and agents for each required
policy. When required by the insurer, or should a policy condition not permit an insured to enter
into a pre -loss agreement to waive subrogation without an endorsement, then CONSULTANT
shall agree to notify the insurer and request the policy be endorsed with a Waiver of Transfer of
Rights of Recovery Against Others, or its equivalent. This Waiver of Subrogation requirement
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shall not apply to any policy, which a condition to the policy specifically prohibits such an
endorsement, or voids coverage should CONSULTANT enter into such an agreement on a pre -
loss basis.
SECTION 25: REPRESENTATIONS /BINDING AUTHORITY. CONSULTANT represents
that the person executing this Agreement has the power, authority and legal right to execute and
deliver this Contract and perform all of its obligations under this Contract.
ARTICLE 26: INSPECTOR GENERAL. CONSULTANT is aware that the Inspector General
of Palm Beach County has the authority to investigate and audit matters relating to the
negotiation and performance of this contract and in furtherance thereof, may demand and obtain
records and testimony from the CONSULTANT and its sub - consultants. CONSULTANT
understands and agrees that in addition to all other remedies and consequences provided by law,
the failure of CONSULTANT or its sub - consultants to fully cooperate with the Inspector
General when requested may be deemed by the VILLAGE to be a material breach of the
Contract Documents justifying termination.
IN WITNESS WHEREOF, the VILLAGE and CONSULTANT hereto have made and executed
this Contract as of the day and year first above written.
CONSULTANT
By:
Print Name: FERNAND A- RMRND)
Position: MANA &i 1 N b, PA STN e /z
VILLAGE OF NORTH PALM BEACH
BY:
WILLIAM L. MXNUELrMkYOR
ATTEST:
BY:
MELISSA TEAL, VILLAGE CLERK
APPROVED AS TO FORM AND
LEGAL SUFFICIENCY:
BY:
VILLAGE ATTORNEY
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VILLAGE RFP AND CONTRACTOR'S PROPOSAL
TO BE ATTACHED AS EXHIBITS
Page 7
Bendixen & Amandi International
3250 Mary Street, Suite 403 - Miami, Florida 33133
305.529.9916 - www.bendixenonIine.com
May 29, 2013
Village of North Palm Beach
Attn: Ed Green, Village Manager
Village Manager's Office, Village Hall
501 U.S. Highway One
North Palm Beach, FL 33408
Dear Mr. Green:
Thank you for the opportunity to submit this proposal for market research services for the Village of North Palm
Beach. This proposal was prepared in response to the Request for Proposals for a Marketing Analysis Consultant
published by the Village of North Palm Beach on April 26, 2013.
Bendixen & Amandi (B &A) is a professional market research and communications consulting firm located in
Miami, Florida. As the attached proposal details, B &A is licensed and qualified to provide all of the services
requested under this RFP and complete the project as outlined in the RFP for the Village. Furthermore, if
selected by the Village Council, B &A agrees to comply with all applicable laws, rules, regulations and ordinances
of the Village, Palm Beach County, the State of Florida and the United States. We have included a certificate of
insurance that the firm is required to carry and have completed Addendum No. 1 regarding other insurance
requirements.
If selected to carry out this project for the Village, Erin St. Onge- Carpenter will serve as the key point of contact
for the Village and Project Manager. She has over a decade of experience in the market research industry and
has managed many projects of similar scope to this initiative. Additionally, she is a resident of North Palm Beach
and is excited to have the opportunity to work with the Village Council, Manager and Staff on this exciting and
important research for the future of the Village.
We hope this proposal meets with your approval and that we have the opportunity to work with you on this
project. If you have any questions or require additional information, please contact Erin St.Onge- Carpenter at
561.596.8044 or Fernand Amandi at 305.529.9916.
Best regards,
Erin C. St.Onge- Carpenter
Project Manager, Senior Research Consultant
Bendixen & Amandi International
EXHIBIT "A" - SCOPE OF WORK
Overview
The Village of North Palm Beach is engaged in an initiative to develop its Strategic Plan and to then
commission improvement projects which advance the objectives stated in the plan. As a part of this
process, the Village wishes to assess input from its residents in order to determine what issues are
important to the residents and how they feel about the services that are provided by the Village. In
order to obtain this input, the Village is requesting proposals for a market analysis that will provide
statistically valid data that reflects the opinions of the residents of the Village.
In response to this RFP, Bendixen & Amandi International (B &A), a professional research and
communications consulting firm, has prepared this proposal and the scope of work outlined herein.
B &A looks forward to having the opportunity to work with the Village to help it meet its objective and
guide the implementation of its Strategic Plan.
Objectives
Ascertain the priorities of North Palm Beach residents via statistically valid research in order to help the
Village prioritize various initiatives and implement its strategic plan as efficiently and effectively as
possible.
Methodology
After reviewing both the RFP and the Village draft Strategic Plan, our research team has developed a
methodological plan that we believe is best suited to meet the objectives of this research and the longer
term goals of the Village. To that end, B &A recommends taking a hybrid approach to this research
initiative in order to maximize efficiencies and ascertain the most useful learning for the Village. This
hybrid approach would consist of a combination of qualitative and quantitative research components.
The advantages of taking a hybrid approach include:
- allows the Village to learn about the residents in a comprehensive, yet cost effective
manner,
- leverages the strengths of different methodologies, and
- minimizes the deficiencies of each individual methodology.
Qualitative Component:
B &A recommends beginning the research with a qualitative research component. This component
would consist of conducting either 2 or 4 focus groups with residents of North Palm Beach. Focus
groups are a valuable research tool that allow the research team to explore various ideas and options
with a small group of respondents in a conversational format. They provide useful qualitative learning,
but are not based on probability sampling and the results are therefore not projectable to the total
population.
Focus groups are recommended as a first stage to this research undertaking so that we can explore
certain aspects of the Strategic Plan and get a sense for high -level priorities of the residents. In this
conversational format, we will also be able to determine whether residents have other priorities that
may not be addressed in the Strategic Plan. We will also understand how the residents consider and talk
about their priorities for the Village (language used, etc.). We will also use the sessions to explore
opinions about current projects already underway, future projects and Village investments, overall
satisfaction level with Village services, recommendations for improvements and other topics.
The less structured format of focus groups allows the conversation to evolve and for participants to
build off each other's thoughts which can lead to interesting and unexpected findings that may not have
otherwise surfaced. A professional moderator will facilitate the groups and will work from a topic guide
prepared by the research team and approved by the Village. This guide will serve as an overall outline to
for the groups, but the conversation may go deeper into certain areas than others depending on the
how the conversation develops. The actual content of the guide will be mutually determined by the
research team and the Village, but is expected to cover: prioritization of key projects /initiatives outlined
in the Strategic Plan, assessment of and level of satisfaction with Village services, recommendations for
improvement, top priorities for future initiatives, etc.
Members of the research team and Village staff will be observing the groups and will able communicate
with the moderator at certain points throughout the groups to help guide the conversation. An
additional benefit of observing the groups is it allows for the research team and the Village staff to
recognize non - verbal cues that can be telling and lead to additional insight into residents' beliefs.
If the 2 focus group option is selected, B &A recommends recruiting a cross - section of Village residents
for each group wherein one group would be comprised of men and the other would be comprised of
women. If the 4 focus group option is selected, 2 groups would be recruited as just described and the
other 2 would be comprised of important sub - groups of the Village population (e.g. , retirees, parents of
school -age children, seasonal residents, etc.). If the 4 group option is selected, B &A will work with the
Village to determine which sub - groups of the population should be prioritized as focus group
participants.
Our research team will prepare both a participant screener and a moderator guide for the groups and
the Village will have final approval authority for both documents. The screener is a straight- forward,
brief script, set up in survey format that stipulates the selection criteria for the groups. All groups will be
comprised of 8 to 10 participants and will be recruited by professional, trained research personnel. Our
team will make every effort to recruit as broad of a mix of participants for each group as possible (within
the particular specifications of each group). It is important to understand, however, that neither each
individual group nor the groups in total may be viewed as a representative sample of the population.
The primary intention of these groups is to gain direction for the survey instrument to be fielded in the
quantitative phase.
The groups will take place at a centralized focus group facility in Palm Beach County and will last
approximately 2 hours each. All respondents will receive a monetary incentive for their participation in
the research, as is standard protocol.'
' Please refer to the Timing and Investment section of this proposal for a breakdown of opportunities for the
Village to minimize costs but utilizing its facilities and resources where applicable.
Quantitative Component:
The second aspect of the recommended hybrid approach involves a quantitative research element in
the form of a telephone survey. Whereas the qualitative component is an opportunity to explore topics
and themes in an exploratory format, the quantitative component is a structured survey fielded to a
statistically valid sub -set of Village residents, which employed probability sampling and is projectable to
the total Village population. This component will provide the Village with "hard data" to support
assessment and satisfaction statistics as well as to prioritize, in a scientific way, the various projects and
initiatives outlined in the Strategic Plan as well as to identify potential future projects.
B &A recommends a sample of 400 residents of the Village of North Palm Beach. The sample will be
drawn via random, probability sampling and all Village residents over the age of 18 will be eligible to
participate in the study. A landline telephone sample will allow for 90% coverage of the Village. A
sample of N =400 will allow for some sub -group analysis at a high -level (e.g., data breaks by gender, by
age category, by seasonal vs. full -time residents, etc.).
The questionnaire will consist of a maximum of 25 questions. The exact content of questions and
overall structure of the questionnaire will depend on outcomes from the qualitative phase and will be
determined collaboratively between the research team and Village. Below is an example of how the
questionnaire may be structured:
- 8 -10 questions for screening and demographics (age, socio- economic indicators, gender,
household composition, etc.)
- 2 -3 questions for sources of information and access to technology
- 5 -7 questions to assess satisfaction with various Village services
- 7 -10 questions to prioritize projects and initiatives included in the Strategic Plan
- 3 -5 questions to determine potential future projects and initiatives for the Village
All interviews will be conducted via telephone by professional, trained interviewers at a centralized
location and will be supervised by B &A. All data will be entered electronically at the time of the
interviewed and will be synthesized into one data file. This data file will be analyzed by B &A researchers
and a complete report of findings will be prepared and presented to the Village.
The final report will highlight key findings from the quantitative phase and will include supporting
findings from the qualitative phase. Additionally, the report will include recommendations from B &A for
the Village based on the independent analysis of the research findings. The final report will be delivered
in PowerPoint format unless otherwise requested /specified by the Village.
Research Team
Erin C. St.Onge- Carpenter
Erin is a Senior Research Consultant with B &A and will function as the project manager and research
lead for this project. She will be the Village's primary contact and the key liaison between the Village
and suppliers. Furthermore, Erin will direct the research plan and process to ensure that the objectives
are met and that all work is carried out in a statistically valid manner. Erin has been in the market
research field for over a dozen years and has worked in a variety of sectors (corporate, non - profit,
political, government agency, etc.) and has managed projects at the local, state, national and
international levels.
3
Fernand Amanadi
Fernand is the Managing Partner at B &A and will oversee the project from a management perspective,
reviewing and executing any contracts associated with the project, etc. Fernand is also an experienced
moderator and will moderate the focus groups for this project.
Rick Hunter
Rick is a Research Consultant with B &A and a sampling expert with over two decades of experience in
the research field. He will manage the sampling and fielding of the telephone survey for this project.
Work Plan
Upon receiving final approval from the Village to begin the project, a kick -off meeting will be scheduled
and we will begin scheduling stakeholder interviews. At the time of the kick -off various aspects of the
project work plan will be finalized, including: time table, confirmation of objectives and identification of
stakeholders. The course of the research engagement breaks down into 4 key phases, described below.
Phase 1: Project Set -Up
Kick -off meeting — key members of Village staff meet with Project Manager to confirm scope, timing and
logistics for the project.
Stakeholder interviews — the research team will conduct 6 -8 interviews with key stakeholders as
identified by the Village. The purpose of these interviews are to be sure that all parties are aligned on
the goals and expectations of the project and these interviews may be conducted in person or via phone
depending on preference, scheduling, etc.
Phase 2: Qualitative
Focus Groups — the research team will work with the Village to arrange logistics for the groups, recruit
participants for the group, develop a moderator topic guide, conduct the groups and have a post -group
debrief meeting to discuss what was learned and how it will inform the quantitative phase. It will take
approximately 5 -10 days to recruit participants and 2 groups can be conducted per day.
Phase 3: Quantitative
Telephone Survey — the research team will prepare a draft survey instrument with input from the
Village. The Village will have an opportunity to provide feedback and suggest revisions to the draft, B &A
will then prepare a revised version of the survey for final approval by the Village. Once approved, the
research team will conduct the telephone interviews over a period of 5 -7 days and all data will be
aggregated into a final data file in preparation for analysis.
Phase 4: Analysis and Reporting
Once all data has been synthesized, the research team will being the analysis and report- writing phase.
Keeping the objectives in mind, the report will be structured in a clear format that will be user - friendly
for the Village. The project manager will make a final presentation of the findings to the Village
staff /stakeholders.
M
Timing & Investment
Timing:
Timetable below is intended to provide a relative understanding of the timing required for various
stages of the project. A formalized timetable will be prepared and provided to the Village following the
project kick -off meeting. It is expected that the project will not start until after October 1, 2013 and will
take approximately 8 weeks in total (complete project duration depends on availability of required
facilities, key personnel and other factors). B &A highly recommends that the project officially kick -off as
close to October 1" as possible so that the project will not run into scheduling conflicts due to the
Thanksgiving holiday. However, this recommendation is based on the assumption that the majority of
the Village's seasonal residents will arrive by or soon after October 1". If, however, the majority of the
seasonal population does not arrive until later in October or November, the Village may want to
consider holding off on the official project kick -off until that time. B &A will work with the Village to
prepare a final timetable that takes all key components (seasonal population, holidays, etc.) into
account.
Phase 1: Project Set -Up
Kick -off Meeting Within in a week of Village sign -off for project
commencement (on or before October Stn)
Conduct stakeholder interviews (by phone or in
Week of October
Phase 2: Qualitative
Week of October 28`n
Prepare draft of focus group screener and
Week of October 71h
moderator guide (B &A)
Week of November 4th
Focus group screener and moderator guide
Screener approval by October 111h
feedback and approval (Village)
Moderator guide approval by October 161h
Recruit for focus group participants
Week of October 14th
Conduct focus groups
Beginning of week of October 21ST
Post - qualitative debrief meeting
End of week of October 21ST
Phase 3: Quantitative
Prepare draft of survey questionnaire (B &A)
Week of October 28`n
Questionnaire feedback and approval (Village)
Final sign -off by October 31ST
Field survey
Week of November 4th
Phase 4: Analysis & Reporting
Data processing and analysis
Weeks of November 11th and 18th
Compile final report of findings
Week of November 18th
Final presentation of findings to Village
Beginning of week of November 25th or week of
December 2nd
*Timing assumes October 1, 2013 project start date. All dates above are tentative and intended only to
provide a relative sense of the timing required for each phase of the project. Timetable to be finalized
following official project kick -off.
Village can facilitate by determining stakeholders prior to kick off meeting (providing B &A with list of
stakeholders at or prior to kick -off meeting).
Investment:
The total investment for this project is outlined below. Option A details the total investment if B &A
handles all aspects of project logistics, facilities, etc. and Option B offers a reduced total investment if
the Village opts to utilize its facilities and materials where appropriate.
Project management & Focus Group Moderating
Includes: day -to -day management, correspondence with Village personnel,
preparation of materials (screener, guide, survey), coordination with suppliers
(focus group facility, field service provider, etc.), moderating focus groups, analysis $12,500
and reporting
Focus group facility rental (includes: recruiting participants, administrative support,
materials, session recordings, incentives and food for 2 groups of 8 to 10 $12,500
participants each)
- If the Village elects to conduct 4 focus groups, the cost for this
component will be $25,000.
Survey fielding (25 question telephone survey of 400 Village residents) $8,500
Total (2 focus group option) $33,500
Total (4 focus group option) $46,000
*It is expected that all research and reporting /presentations will take place in North Palm Beach, FL, if
another location is desired, any applicable travel costs will be billed separately at cost.
Project management & Focus Group Moderating
Includes: day -to -day management, correspondence with Village personnel,
preparation of materials (screener, guide, survey), coordination with suppliers
(focus group facility, field service provider, etc.), moderating focus groups, analysis
$12,500
and reporting
Utilize Village facilities with closed- circuit television monitoring system in place
and /or viewing capabilities, utilize Village data for resident list to recruit from,
utilize Village materials and administrative support (office supplies, document
preparation, easel and recording equipment, etc.), utilize Village resources for
respondent incentives, utilize Village resources for respondent and research team
food /refreshments.
Focus group recruiting and logistical oversight
- If the Village elects to conduct 4 focus groups, the cost for this
$5,000
component will be $10,000.
Survey fielding (25 question telephone survey of 400 Village residents)
$8,500
Total (2 focus group option)
$26,000
Total (4 focus group option)
$31,000
*It is expected that all research and reporting /presentations will take place in North Palm Beach, FL, if
another location is desired, any applicable travel costs will be billed separately at cost.
Thank you for the opportunity to submit this proposal. We look forward to having the opportunity to
work with the Village of North Palm Beach on this interesting and important research project. If you
have any questions about this proposal, please contact Erin Carpenter at 561.596.8044 or
ecstonge @yahoo.com.
Please see Appendix for resumes of research team.
R P EXHIBIT "B"
PUBLIC ENTITY CRIMES STATEMENT
UNDER & 287.133, FLORIDA STATUTES
1. This sworn statement is submitted to the Village of North Palm Beach, Florida
by Fc. r ri ci rat - -- /� "-) c�. n c -1— a I CA r') CAQ 1 net _ Pcat r tli e— r
(print individual's name and title)
for c t f'trc,ncl . Mnttr-r�c�t�or,�•�►-
(print name of entity submitting sworn statement)
whose business address is .) 4 S c I- 1 c,,- ,y
M,cirn_r i-L. 3 -.st3�
and (if applicable) its Federal Employer Identification Number 0- I:l \) is: AM 111 tx)o
(If the entity has no FETN, include the Social Security Number of the Individual
signing this swoni statement: }
2. 1 understand that "public entity crime" as defined in Paragraph 287.133(1)(g), Florida Statutes,
means a violation of any state or federal law by a person with respect to and directly related to the
transaction of business with any public entity or with an agency or political subdivision of any other state
or of the United States, including, but not limited to, any bid or contract for goods or services to be
provided to any public entity or an agency or political subdivision or any other state or of the United
States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material
misrepresentation.
3. 1 understand that "convicted" or "conviction" as defined in Paragraph 287.133(l )(b), Florida
Statutes, means a finding of guilt or a conviction of a public entity crime, with or without an adjudication
of guilt, in any federal or state trial court of record relating to charges brought by indictment or
information after July 1, 1989, as a result of jury verdict, nonjury trial., or entry of a plea of guilty or nolo
contenders.
1 understand that an "affiliate" as defined in Paragraph 287.133 (1)(a), Florida Statutes, means:
a. A predecessor or successor of person convicted of a public entity crime; or
An entity under the control any natural person who is active in the management of the
entity and who has been convicted of a public entity crime. The term "affiliate" includes
those officers, directors, executives, partners, shareholders, employees, members, and
agents who are active in the management of an affiliate. The ownership by one person of
shares constituting a controlling interest in another person or a pooling of equipment or
income among persons when not for fair market value under an arm's length agreement,
shall be a prima facie case that one person controls another person. A person who
knowingly enters into a joint venture with a person who has been convicted of a public
entity crime in Florida during the preceding 36 months shall be considered an affiliate.
5. 1 understand that a "person" as defined in Paragraph 287.133(1)(e), Florida Statutes, means any
natural person or entity organized under the laws of any state or of the United States with the legal power
Page 1
to enter into binding contract and which bids or applies to bid on contracts for the provision of goods or
services let by a public entity, or which otherwise transacts or applies to transact business with a public
entity. The term "person" includes those officers, directors, executives, partners, shareholders, employees,
members, and agents who are active in management of an entity.
6. Based on information and belief, the statement which I have marked below is true in relation to
the entity submitting this sworn statement. (indicate which statenrent applies.)
CANeither the entity submitting this sworn statement, nor any of its officers, directors, executives,
partners, shareholders, employees, members, or agents who are active in the management of the entity,
nor any affiliate of the entity has been charged with and convicted of a public entity crime subsequent to
July 1, 1989.
FA The entity submitting this sworn statement, or one or more of its officers, directors, executives,
partners, shareholders, employees, members, or agents who are active in the management of the entity, or
an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July
1, 1989.
FA The entity submitting this sworn statement, or one or more of its officers, direetors, executives,
partners, shareholders, employees, members, or agents who are active in the management of the entity, or
an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July
1, 1989. However, there has been a subsequent proceeding before a Hearing Officer of the State of
Florida, Division of Administrative Hearings and the Final order entered by the Hearing Officer
determined that it was not in the public interest to place the entity submitting this sworn statement on the
convicted vendor list. (attach a copy of the final order)
I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING
OFFICER FOR THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH I (ONE) ABOVE IS
FOR THAT PUBLIC ENTITY ONLY AND, THAT HIS FORM IS VALID THROUGH
DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED. I ALSO UNDERSTAND
THAT I AM REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO ENTERING fNTO A
CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT PROVIDED IN SECTION 287.017,
FLORIDA STATUTES FOR CATEGORY TWO OF ANY CHANGE IN THE INFORMATION
CONTAINED IN THIS FORM.
( ig tore)
The foregoing document was sworn and subscribed before me this 73 rd day of
�-1 -- 2013 by ��r+s,r, �a'_ who is personally known to me or produced
rJ Aic, as identification.
Notary T'u�br
My Commission Expires:
r
UR5US G ALVAREZ
r;
*: MY COMMISSION # DD934972
EXPIRES October 21. 2p �3
J4071348.0153
Fbnu� No+arySuavrrae, con r
Page 2
RFP EXHIBIT L {C"
PROPOSER'S ACKNOtiN'LEDGMENT
SUBMIT ONE ORDINAL AND (2) COPIES OF YOUR PROPOSAL TO:
Village of North Palm Beach
Attn: Village Manager
Village Hall
501 U.S. Highway One,
North Palm Beach, FL 33408
RFP TITLE: Marketing Analysis Consultant
Proposal must be received PRIOR TO 3:00 P.M. on May 29, 2013, at which time Proposals
will be opened.
Progoser's Name: 0-C nrA , At,, ` AMO nC" % n +-c rrn C ih ;) , - tiL A ...
(Please specify if a corporation, partnership, other entity or individual)
Fed. ID# or SSN: 5a- . i "l t>c)o .z ,+
Address: 32-50 Mgr'4 Si-rcr- f I- Q:5 M,rjry,. Far 33133
Telephone No.: `t 9 91 t. Fax Number: :3C �; 9"
Contact representative: 1= e r- n Ord 1� Plcv , c% r> ck--.
The undersigned authorized representative of the Proposer agrees to all terms and conditions
stated in the RFP, and proposes and agrees that if this proposal is accepted by the Village, the
Proposer will enter into the standard Village contract to provide the services as stated in this
proposal and in accordance with the terms and conditions of this RFP.
Au or zed Representative's Signature
t 1'� M'r,c- rick .
Name:
�5I f 3
Date
M CAnCNcj ► r,CI PCA r t h t r
Position:
RFP EXHIBIT "D"
PROPOSAL FORM
Proposal of +ncl n s Km rn nc4 M-c r nxa ficr-
_Y.Vroposer), to furnish all
materials, equipment and labor and to perform all work in accordance with the requirements of
the Proposal Documents and Scope of Work/Specifications for:
Market Analysis Consultant
The Proposer is responsible to provide qualified personnel for developing a market analysis
methodology in accordance with the Scope of Work set forth in the Request for Proposals. In
submitting this Proposal, the Proposer agrees to all the terms and conditions set forth in the RFP,
The Proposer must provide verification of its experience and qualifications and shall attach to
this Form a detailed description of the proposed methodology for conducting the market analysis.
STATE PRICE IN WORDS AND FIGURES:
TOTAL PROPOSAL: To Provide Market Analysis Consultant Services for the Village of
North Palm Beach:
Se,-- Opt onS Inc,(od 1 ih ey hibit �
DOLLARS
Op-h crn - Z 9YoupS
q ywUPs
-or nvt; M 6
— 2 lsyuvlps
Lf 5wvps
1V 33) so
Is 4co,000
9 Z(,, 000
3 31, 000 Crecowm mended
Qa1iM B MtC(-+S
COS+ Sawlrlyf
+Aa--- CCUI 14
rCCQ1a-C44
bA u5in v, 110S4
-Rt6li kf Q,�d
resoU rce-i -fo-
-R)uus 5muto
Pv"cLse.
RFP EXHIBIT "F"
CONFIRMATION OF DRUG -FREE WORKPLACE
In accordance with Section 287.087, Florida Statutes, whenever two or more Proposals
are equal with respect to price, quality, and service which are received by any political
subdivision for the procurement of commodities or contractual services, a proposal received
from a business that certifies that it has implemented a drug -free workplace program shall be
given preference in the award process. In order to have a drug -free workplace program, a
business shall:
(1) Publish a statement notifying employees that the unlawful manufacture,
distribution, dispensing, possession, or use of a controlled substance is prohibited in the
workplace and specifying the actions that will be taken against employees for violations of such
prohibition.
(2) Inform employees about the dangers of drug abuse in the workplace, the
business's policy of maintaining a drug -free workplace, any available drug counseling,
rehabilitation, and employee assistance programs, and the penalties that may be imposed upon
employees for drug abuse violations.
(3) Give each employee engaged in providing the commodities or contractual
services that are under proposal a copy of the statement specified in subsection (1).
(4) In the statement specified in subsection (1), notify the employees that, as a
condition of working on the commodities or contractual services that are under proposal, the
employee will abide by the terms of the statement and will notify the employer of any conviction
of, or plea of guilty or nolo contendere to, any violation of chapter 893 or of any controlled
substance law of the United States or any state, for a violation occurring in the workplace no
later than 5 days after such conviction.
(5) Impose a sanction on, or require the satisfactory participation in a drug abuse
assistance or rehabilitation program if such is available in the employee's community by, any
employee who is so convicted.
(G) Make a good faith effort to continue to maintain a drug -free workplace through
implementation of this section.
As the person authorized to sign this statement on behalf of tic rY_i, nc r-ti - P% not .! 1•�tc,rr►r, },C:, -,�, ,,1_
I certify that &cr,cl •Aen - PWY1C,,0C;. 1rjiti(ro,,t,,!vontplies fully with the above requirements.
Stlz31 13
Aut orized Representative's Signature Date
Name: Position:
REQUEST" FOR PROPOSAL
EXH11311' "I;,,
S`I- ANDAR1) V11,1,AGE C'ONFRACT
CONTRACT FOR MARKET ANALYSIS CONSULTING SERVICES
VILLAGE OF NORTH PALM BEACH
This Contract is made as of the '> day of M q4. , 2013, by and between the
VILLAGE OF NORTH PALM BEACH, a municipal corporation organized and existing under the
laws of the State of Florida, by and through its Village Council, hereinafter referred to as the
VILLAGE, and M3rr1 •n • n !'-�,�� ,�c ., 1► , t-, , , - . �A _._ , an individual or
corporation authorized to do business in the State ol` Florida, hereinafter referred to as the
CONSULTANT, whose Federal I.D. is S2- l 1(-" 'I-Ir .
In consideration of the promises and mutual covenants herein contained, it is hereby agreed that the
CONSULTANT shall provide to the VILLAGE with Market Analysis Services pursuant to the terms
and conditions of this Contract.
SECTION 1: GOODS AND SERVICES OF THE CONSULTANT.
A. The CONSULTANT shall provide all services quired under the VILLAGE's Request for
Proposal and the CONSULTANT's proposal thereto, which are attached hereto and incorporated
herein by reference and to that degree of care and skill ordinarily exercised, under similar
circumstances, by reputable members of its profession practicing in the same or similar locality at
the time the services are provided.
B. The services to be provided by the CONSULTANT shall be commenced subsequent to the
execution and approval of this Contract and upon written notice from the VILLAGE to proceed.
The Notice to Proceed shall not be issued until after October 1, 2013.
.4- 014I1-CON& Ili:1CIru►1141941*3;hU:YEIVOl
Tlus Contract shall become effective upon execution and shall terminate upon CONSULTANT's
satisfactory completion of the consulting services to be performed pursuant to this Contract.
SECTION 3: VILLAGE'S REPRESENTATIVE. Unless otherwise specified by the VILLAGE,
the VILLAGE's representative shall be the Village Manager.
SECTION 4: COMPENSATION AND METHOD OF PAYMENT.
A. The VILLAGE agrees to compensate the CONSULTANT in accordance with the
CONSULTANT's proposal attached hereto and incorporated by reference herein. The total and
cumulative amount of this Contract shall not exceed the amount stated in CONSULTANT "s
proposal.
Page 1
B. In order for both parties herein to close their books and records, the CONSULTANT will
clearly state "final invoice" on the CONSULTANT's final /last billing to the VILLAGE. This
certifies that all goods and services have been properly performed and all charges have been
invoiced to the VILLAGE. Since this account will thereupon be closed, any and other further
charges if not properly included in this final invoice are waived by the CONSULTANT. The
VILLAGE will not be liable for any invoice from the CONSULTANT submitted thirty (30) days
after the provision of all goods and services.
SECTION 5: INDEMNIFICATION.
A. The CONSULTANT shall indemnify and save harmless and defend the VILLAGE, its
agents, servants, and employees from and against any and all claims, liability, losses, and/or
cause of action which may arise from any negligent act or omission of the CONSULTANT, its
agents, servants, or employees in the performance of services under this Contract.
B. The CONSULTANT further agrees to indemnify, save harmless and defend the VILLAGE,
its agents, servants and employees from and against any claim, demand or cause of action of
whatsoever kind or nature arising out of any conduct or misconduct of the CONSULTANT its
agents, servants, or employees not included in the paragraph above and for which the VILLAGE,
its agents, servants or employees are alleged to be liable.
C. Nothing contained in this Contract shall create a contractual relationship with or a cause of
action in favor of a third party against either the VILLAGE or CONSULTANT, nor shall this
Contract be construed a waiver of sovereign iinmunity beyond the waiver provided in § 768.28,
Florida Statutes.
SECTION b: PERSONNEL AND EQUIPMENT.
A. The CONSULTANT represents that it has, or will secure at its own expense, all necessary
personnel and equipment required to perform the services under this Contract.
B. All of the services required hereunder shall be performed by the CONSULTANT or under its
supervision, and all personnel engaged in performing the services shall be fully qualified and, if
required, authorized or permitted under stale and local law to perform such services.
C. All of the CONSULTANT's personnel (and all sub - consultants) while on VILLAGE
premises, will comply with all VILLAGE requirements governing conduct, safety, and security.
SECTION 7: IE,$MINATION.
This Contract may be cancelled by the CONSULTANT upon thirty (ail) days prior written notice
to the VILLAGE's representative in the event of substantial failure by the VILLAGE to perform
in accordance with the terms of this Contract through no fault of the CONSULTANT. It may
also be terminated, in whole or in part, by the VILLAGE without cause upon thirty (30) days
written notice to the CONSULTANT. The VILLAGE may also terminate this Contract with
written notice of cause to the CONSUL /'ANT, who fails to cure such cause within ten (10) days
Page 2
of the receipt of the VILLAGE's notice. Unless the CONSULTANT is in breach of this
Contract, the CONSULTANT shall be paid for services rendered to the VILLAGE's satisfaction
through the date of termination. After receipt of a Termination Notice and except as otherwise
directed by the VILLAGE, the CONSULTANT shall:
A. Stop work on the date and to the extent specified;
B. Terminate and settle all orders and subcontracts relating to the performance of the
terminated work;
C. Transfer all work in progress, completed work, and other materials related to the
terminated work to the VILLAGE; and
D. Continue and complete all parts of the work that have not been terminated.
In addition to the foregoing, the VILLAGE's obligations under this Contract are subject to the
availability of funds lawfully appropriated for this purpose. The VILLAGE shall provide written
notice to CONSULTANT within ten (10) days of the occurrence of a non - appropriation event,
which shall result in the immediate termination of this Contract.
SECTION &: FEDERAL AND STATE TAX. The VILLAGE is exempt from payment of
Florida State Sales and Use Tax. Unless purchased directly by the VILLAGE, the
CONSULTANT shall not be exempted from paying sales tax to its suppliers for materials used
to fill contractual obligations with the VILLAGE, nor is the CONSULTANT authorized to use
the VILLAGE's Tax Exemption Number in securing such materials.
SECTION 9: INSURANCE. Prior to commencing any work, the CONSULTANT" shall
provide certificates evidencing insurance coverage as specified in the RFP.
SECTION 10: SUCCESSORS AND ASSIGNS. The VILLAGE and the CONSULTANT
each binds itself and its partners, successors, executors, administrators, and assigns to the other
party of this Contract and to the partners, successors, executors, administrators and assigns of
such other party, in respect to all covenants of this Contract. Except as above, neither the
VILLAGE nor the CONSULTANT shall assign, sublet, convey or transfer its interest ill this
Contract without the written consent of the other. Nothing herein shall be construed as creating
any personal liability on the part of any officer or agent of the VILLAGE which may be a party
hereto, nor shall it be construed as giving any rights or benefits hereunder to anyone other than
the VILLAGE and the CONSULTANT.
SECTION 11: DISPUTE RESOLUTION. LAW, VENUE AND REMEDIES.
This Contract shall be governed by the laws (J the State of Florida. Any and all legal action
necessary to enforce the Contract will be held in Palm Beach County. No remedy herein
conferred upon any party is intended to be exclusive of any other remedy, and each and every
such remedy shall be cumulative and shall be in addition to every other remedy given hereunder
or now or hereafter existing at law or in equity or by statute or otherwise. No single or partial
exercise by any party of any right, power, or remedy hereunder shall preclude any other or
further exercise thereof.
Page 3
SECTION 12: INDEPENDENT CONTRACTOR RELATIONSHIP. The CONSULTANT is,
and shall be, in the performance of all Services under this Contract, an Independent Contractor,
and not an employee, agent, or servant of the Vl[,I.AGF- All persons engaged in any of the
Services performed pursuant to this Contract shall at all times, and in all places, be subject to the
CONSULTANT'S sole direction, supervision, and control. The CONSULTANT shall exercise
control over the means and manner in which it and its employees perform the Services.
SECTION 13: ACCESS AND AUDITS. The CONSULTANT shall maintain adequate records
to justify all charges, expenses, and costs incurred in estimating and performing the Services for
at least three (3) years after completion of this Contract. The VILLAGE shall have access to
such books, records, and documents as required in this section for the purpose of inspection or
audit during normal business hours, at the CONSULTANT's place of business. In no
circumstances will CONSULTANT be required to disclose any confidential or proprietary
information regarding its products and service costs.
SECTION 14: NONDISCRIMINATION. The CONSULTANT warrants and represents that all
of its employees are treated caually during employment without regard to race, color, religion,
disability, sex, age, national origin, ancestry, marital status, or sexual orientation.
SECTION 15: ENFORCEMENT COSTS. If any legal action or other proceeding is brought
for the enforcement of this Contract, or because of an alleged dispute, breach, default or
misrepresentation in connection with any provisions of this Contract, the successful or prevailing
party or parties shall be entitled to recover reasonable attorney's fees, court costs and all
expenses (including taxes) even if not taxable as court awarded costs (including, without
limitation, all such fees, costs and expenses incident to appeals), incurred in that action or
proceeding, in addition to any other relief to which such party or parties may be entitled.
SECTION 16: SEVERABILITY. If any term or provision of this Contract, or the application
thereof to any person or circumstances shall, to any extent, be held invalid or unenforceable, to
remainder of this Contract, or the application of such terms or provision, to persons or
circumstances other than those as to which it is held invalid or unenforceable, shall not be
affected, and every other term and provision of this Contract shall be deemed valid and
enforceable to the extent permitted by law.
SECTION 17: PUBLIC ENTITY CRIMES. CONSULTANT acknowledges and agrees that a
person or affiliate who has been placed on the convicted vendor list following a conviction for a
public entity crime may not submit a bid, proposal, or reply on a contract to provide any goods or
services to a public entity; may not submit a bid, proposal, or reply on a contract with a public
entity for the construction or repair of a public building or public work; may not submit bids,
proposals, or replies on leases of real property to a public entity; may not be awarded or perform
work as a CONSULTANT ", supplier, sub - CONSULTANT, or CONSULTANT under a contract
with any public entity; and may not transact business with any public entity in excess of the
threshold amount provided in Section 287..017, Florida Statues, for CATEGORY TWO for a
period of 36 months following the date of being placed on the convicted vendor list. The
CONSULTANT will advise the VILLAGE immediately if it becomes aware of any violation of
this statute.
Page 4
SECTION 18: COMPLIANCE WITH LAWS. CONSULTANT shall, in performing the
services contemplated by this Contract, faithfully observe and comply with all federal, state and
local laws, ordinances and regulations that are applicable to the services to be rendered under this
Contract.
SECTION 19: NOTICE. All notices required in this Contract shall be sent by certified mail,
return receipt requested, and if sent to the V ILLAGE shall be mailed to:
Village of North Palm Beach
Attu: Ed Green, Village Manager
Village of North Palm. Beach
501 U.S. Highway One
North Patin Beach, FL 33408
and if sent to the CONSULTANT shall be mailed to:
The foregoing names and addresses may be changed if such change is provided in writing to the
other party.
SECTION 20: ENTIRETY OF CONTRACTUAL AGREEMENT. The VILLAGE and the
CONSULTANT agree that this Contract sets forth the entire agreement between the parties, and
that there are no promises or understandings other than those stated herein. None of the
provisions, terms and conditions contained in this Contract may be added to, modified, .
superseded or otherwise altered, except by written instrument executed by the parties hereto. In
the event of a conflict between this Contract and the VILLAGE's Request for Proposal and the
CONSULTANT's proposal, this Contract shall take precedence with the VILLAGE's Request
for Proposal taking precedence over the CONSULTANT's proposal. All such documents shall
be read in a manner so as to avoid a conflict.
SECTION 21: WAIVER. Failure of a party to enforce or exercise any of its right(s) under this
Contract shall not be deemed a waiver of that parties' right to enforce or exercise said right(s) at
any time thereafter.
SECTION 22: PREPARATION. This Contract shall not be construed more strongly against
either party regardless of who was more responsible for its preparation.
SECTION 23: SURVIVABILITY. Any provision of this Contract which is of a continuing
nature or imposes an obligation which extends beyond the term of this Contract shall survive its
expiration or earlier termination.
Page 5
SECTION 24: WAIVER OF SUBROGATION. CONSULTANT hereby waives any and all
rights to Subrogation against the VILLAGE, its officers, employees and agents for each required
policy. When required by the insurer, or should a policy condition not permit an insured to enter
into a pre -loss agreement to waive subrogation without an endorsement, then CONSULTANT
shall agree to notify the insurer and request the policy be endorsed with a Waiver of Transfer of
Rights of Recovery Against Others, or its equivalent. This Waiver of Subrogation requirement
shall not apply to any policy, which a condition to the policy specifically prohibits such an
endorsement, or voids coverage should CONSULTANT enter into such an agreement on a pre -
loss basis.
SECTION 25: REPRESENTATIONSBINDING AUTHORITY. CONSULTANT represents
that the person executing this Agreement has the power, authority and legal right to execute and
deliver this Contract and perform all of its obligations under this Contract.
ARTICLE 25: INSPECTOR GENERAL. CONSULTANT is aware that the Inspector General.
of Palm Beach County has the authority to investigate and audit matters relating to the
negotiation and performance of this contract and in furtherance thereof, may demand and obtain
records and testimony from the CONSULTANT and its sub - consultants. CONSULTANT
understands and agrees that in addition to all other remedies and consequences provided by law,
the failure of CONSULTANT or its sub - consultants to fully cooperate with the Inspector
General when requested may be deemed by the VILLAGE to be a material breach of the
Contract Documents justifying termination.
IN WITNESS WHEREON, the VILLAGE and CONSULTANT hereto have made and executed
this Contract as of the day and year first above written.
CONSULTANT
By
Print me: Fc y-"ca ncl ! rN o%r -k-,
Position:
VILLAGE OF NORTH PALM BEACH
L'.
WILLIAM L. MANUEL, MAYOR
ATTEST:
BY:
MELISSA TEAL, VILLAGE CLERK
Page 6
APPROVED AS TO FORM AND
LEGAL SUFFICIENCY:
1",
VILLAGE ATTORNEY
Page 7
VILLAGE OF NORTH PALM BEACH
Al
q,Nntix °,J REQUEST FOR PROPOSALS
'
MARKETING ANALYSIS CONSULTANT
ADDENDUM No. I
Issue Date: May 24, 2013
This Addendum is intended to modify the Request for Proposals for Marketing Analysis
Consultant ( "RFP ") advertised on April 26, 2013. In the event of a conflict between the RFP and
this Addendum, the terms of this Addendum shall control.
Insurance Requirements:
1. Section 4.0 is modified to state that the selected proposer shall maintain, during the life
of this Contract, comprehensive automobile liability insurance in the minimum amount of
$300,000 combined single limit for bodily injury and property damages liability to
protect the selected proposer from claims for damages for bodily and personal injury,
including death, as well as from claims for property damage, which may arise from the
ownership, use, or maintenance of owned and non -owned automobiles, including rented
automobiles whether such operations be by the selected proposer or by anyone directly or
indirectly employed by the selected proposer.
2. Section 4.E is modified to state that all insurance shall specifically name the Village of
North Palm Beach as an additional insured.
3. With respect to Professional Liability Insurance, each proposer shall indicate the
aggregate amount of Contract, Professional Liability /Errors and Omissions Insurance
currently in place:
If the amount is less than the $500,000 required by the RFP, each proposer shall indicate
the estimated cost of obtaining such coverage:
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Firm Capabilities
Bendixen & Amandi International (B &A) is a full- service consulting firm specializing in qualitative and
quantitative market research and media communications. B &A is a Florida -based company that was
founded in 1984. Although B &A is a small business, it has successfully managed numerous large -scale
projects for non - profit organizations, federal agencies, public policy campaigns, international
organizations and governments, national philanthropies, presidential candidates and privately held
corporations. Our experience managing complex projects and identifying individualized solutions and
research recommendations for each of our clients have equipped us with the knowledge and expertise
required to successfully carry out the current market analysis research initiative for the Village of North
Palm Beach.
The firm has conducted numerous projects that have employed nearly every type of new data collection
research, including: traditional land line telephone polls, cell phone polls, mixed -mode studies,
telephone executive interviews, focus groups, in- person polls, online research, and in- person executive
interviews. B &A has the capability to develop representative samples at the town, county, state, and
national levels for both the general population and for specific sub - groups. For nearly every research
project that B &A takes on, our team recommends research design options to our clients that will best
help to answer the specific identified research questions and meet the ultimate goals of the client. Our
team takes a holistic approach to research strategy and the study design that B &A ultimately
recommends to the client takes into account not only finding the most statistically valid and
comprehensive approach, but also other factors such as cost, timing and personnel required. Taking this
approach allows B &A to design an individualized strategy for each project that is specifically designed to
meet the client's objectives. Beyond developing the sample and methodological approach for each
research project, B &A also manages the field operations, prepares progress reports, cleans and analyzes
data and prepares final written reports, press releases, briefings, and presentations.
In addition to our extensive research experience, B &A has also managed major messaging and
communications campaigns, produced a number of commercials (in English and Spanish for both radio
and television), consulted with working groups and committees for specific projects, issues, or political
candidates and provided expert commentary about particular issues or populations to major media
outlets.
B &A is a privately held corporation. The firm does not have any current partnerships or alliances with
any third party organizations. Decisions for the firm are made by President and Founder, Sergio
Bendixen, and Managing Partner, Fernand Amandi.
The Children's Movement of Florida
• Conducted sets of focus groups and a statewide poll of likely voters to determine the two most important
children and families issues on the minds of voters and the messages that connect with them.
David Lawrence Jr.
President, The Early Childhood Initiative Foundation
President, The Children's Movement of Florida
Office: (305) 646 -7229
E -mail: dlawrence @childreadiness.org
The cost of these services was $120,000.
Children's Trust Political Action Committee
• Conducted a large -scale countywide telephone survey to measure the level of support or opposition for the
Children's Trust amongst registered voters in Miami -Dade County.
Modesto Abety
President and CEO, The Children's Trust
Office: (305) 571 -5700 Ext. 244
E -mail: Mo(@thechildrenstrust.om-
The cost of these services was $50,000.
United Way of Miami -Dade
• Conducted executive interviewing project to investigate perceptions and test messaging amongst opinion
formers and the charitably engaged in Miami -Dade County.
• The purpose of the research was to gain a better understanding of how to communicate with this population to
increase awareness of and engagement with the organization.
Narve Mogul
President and CEO, United Way of Miami -Dade
Office: (305) 646 -7100
E -mail: harvemogul @unitedwaymiami.org
The cost of these services was $35,000.
City of North Bay Village
• Conducted a small -scale public opinion survey of registered voters to study the opinions and attitudes of the city
electorate and to measure the political viability of a $30 -40 million General Obligation Bond (GOB) Initiative.
• The purpose of the survey was to test various components of the proposed bond initiative including funding for
the design and construction of a permanent Municipal City Nall, community center, and improvements to the
city parks, lights and sewage system.
Joseph S. Geller, Esq.
Former Mayor, City of North Bay Village
Shareholder, Greenspoon Marder
Office: (305) 940 -8440
E -mail: ioseph.geller @gmlaw.com
The cost of these services was $10,000.
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THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN !
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ACCORDANCE WITH THE POLICY PROVISIONS. i
501 U.S. Highway One
-j
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AUTHORIZED REPRESENTATIVE
ACORD 25 (2010105) The ACORD name and logo are registered marks of ACORD
Erin C. St. Onge- Carpenter
431 Oyster Road
North Palm Beach, Florida 33408
Telephone: 561.596 8044 / email: ecstonAekyuhoo.com
Work Experience:
• University of Connecticut, Department of Public Policy, West Hartford, Connecticut
Instructor Graduate Program in Survey Research (GPSR), Fall 2012
Responsibilities: Develop and teach online graduate course entitled: Project Management for Survey Research. Course
content based on published materials relating to project management and survey research organizations as well as over a
decade of personal experience working in the survey research industry in a project management capacity.
TNS Landis, Palm Beach Gardens, Florida
Vice President, Consumer Insights, September 2012 to present
Director, Consumer Insights, February 2011 to September 2012
Responsibilities: Manage consumer insights research projects from project conception /proposal stage to final report.
Propose research design based on client objectives, conduct stakeholder interviews and existing research analysis,
manage qualitative phase, manage quantitative phase (including developing descriptor and behavioral /attitude statement
lists and dual - instrument surveys), conduct analysis (including topline analysis, segmentation solution selection, market
structure selection and crosstab analysis), develop overall story for report and presentation (including identifying key
insights and growth action plans for clients), present findings. Manage client relationship throughout 3 to 6 month
project engagement, design and manage project budget, business development. Clients primarily consist of large,
Fortune 500 corporations.
Bendixen & Amandi (formerly Bendixen & Associates), Coral Gables, Florida
Senior Research Consultant, July 2005 to present
Research Director, November 2004 to July 2005
Responsibilities: Direct public opinion, market research, consumer insights, and communication strategy projects for a
broad scope of clients. (Recent clients have included: candidates for U.S. President, local, state and national
philanthropies, international banks, international aid organizations, major media organizations, 501(c)3 non - profit
organizations, private corporations, and government agencies. Specialties include: all aspects of survey research design,
initial research (literature review, extant data analysis and media search), sample design, qualitative and quantitative
research methodology, instrument design (questionnaires, executive interview guides, focus group guides), proposal
writing, multicultural research, Hispanic research, multilingual research, policy analysis, data analysis using SPSS, press
release writing, report writing, executive summary writing and preparing PowerPoint presentations. Types of projects
managed include: telephone polls (landline only, cell phone only and mixed mode), telephone in -depth interviews (IDIs),
in- person surveys (IDIs and PAPI), mail surveys, focus groups (traditional and on- location for consumer insights
research).
Center for Survey Research and Analysis at the University of Connecticut, telecommute from West Palm Beach, Florida
Independent Consultant, June 2004 to December 2004
Responsibilities: Special consultant to Drs. Kenneth Dautrich and David Yalof for The Future of the First Amendment
research study conducted for the John S. and James L. Knight Foundation. Assisted lead researchers in the following
areas: analyzing quantitative research data collected from surveys of over 100,000 high school students, over 8,000
teachers, and 500 administrators and principals in 544 high schools across the country; writing press releases; writing
final report of findings; creating graphic representations of key findings; preparing final presentation of findings.
Urban and Community Studies Program, University of Connecticut, Tri- Campus, Hartford, Connecticut
Assistant Director, February 2003 to March 2004
Program Administrator, March 2002 to February 2003
Instructor, August 2002 to December 2003
Responsibilities: Developed Baccalaureate program curriculum, defined program goals, managed and oversaw program
budget, taught undergraduate course, served as academic advisor to students, approved final plans of study, and managed
all day to day aspects of the program.
-1-
b e
Center for Survey Research and Analysis at the University of Connecticut, Storrs, Connecticut
Project Manager, June 2000 to June 2001
Responsibilities: Oversaw all aspects of quantitative and qualitative research projects from conception to final
presentation. Wrote proposals, researched ideas, developed sampling schemes, developed questionnaires, developed
moderator guides, managed field operations, cleaned and analyzed data using SPSS and Excel, wrote reports and press
releases, prepared PowerPoint presentations and presented findings to clients. Types of projects managed include:
telephone surveys, mail surveys, and focus groups.
Publications:
• Remittances from the United States and Japan to Latin America: An In -depth Look Using Public Opinion Research with
Sergio Bendixen in Beyond Small Change: Making Migrant Remittances Count, Edited by Donald F. Terry and Steven
R. Wilson; Inter - American Development Bank, Washington DC: 2005
Professional Conferences:
• Multilingual, Multicultural and Multinational (3M Research Methods: Introduction and Applied
Short courses attended at the 2010 American Association of Public Opinion Research Conference, Chicago, Illinois
• Remittances from Japan to Latin America: Study of Latin American Immigrants Living and Working in Japan
Presented at the 2005 Inter - American Development Bank Annual Board of Governors Meeting, Okinawa, Japan
• Effects of Social Desirability Bias on Race Related Questions
Presented at the 2000 American Association for Public Opinion Research Conference, Portland, Oregon
• Social Desirability and Race Questions & 2000 Update of Black/White Relations Study
Presented at the 2000 New England Political Science Association Conference, Hartford, Connecticut
Memberships and Associations:
• National Organization for Women (NOW), Palm Beach County Chapter, member 2012 - present
• World and American Associations of Public Opinion Researches, member 1999 -2002, 2004 -2006, 2010- present
• Business and Professional Women, Gold Coast Chapter, member 2007 -2008
• University of Connecticut Alumni Association, South Florida Chapter, member since 2004
• Phi Beta Kappa, Epsilon Chapter of Connecticut, inducted 2000
• Golden Key National Honor Society, inducted 1998
Service & Travel:
• Keep Palm Beach County Beautiful, Board Member, January 2007 to March 2013
• Urban and Community Service- Making a Difference, University of Connecticut, Founder & Advisor 2003 -2004
• Operation Crossroads Africa, Naivasha Kenya, Participant/Volunteer Summer 2001
• International Travel Includes: Austria, Dominican Republic, England, France, Italy, Japan, Kenya, Spain, Switzerland
Skills and Areas of Expertise:
• Proficient in: MS Word, Excel, PowerPoint and Outlook, SPSS
• Multilingual, multiethnic research (particularly research of the Hispanic population)
Education:
• Master of Arts in Political Science, concentration in Survey Research Methods, University of Connecticut
• Bachelor of Arts in Urban Studies, University of Connecticut, Magna Cum Laude
Excellent references are available upon request.
-2-
FERNAND R. AMANDI
3250 Mary Street, Suite 403, Miami, FL 33133
304.529.9916 (W)
305.479.8074 (C)
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WORK EXPERIENCE
BENDiXEN & AMANDi — Miami. FL — 2005 - Present
• Managing Partner
• Responsibilities: Manage and coordinate day -to -day operations of Bendixen & Amandi, an internationally recognized research
and consulting tirm, specializing in multilingual and multiethnic public opinion polls, focus groups. media production and
strategic management and communications. Moderate focus groups for a variety of non - profit. corporate and political clients on
wide spectrum of topics ranging from direct issue advocacy, the study of global remittances, early childhood education. health
care and immigration reform, civic participation and political campaigns.
A.T. KEARNEY — Miami, FL — 2000 - 2002
• Research Analyst
• Responsibilities: Support the information needs of ATK — Consulting. Led the preparation of assignment proposals and client
engagement in industry sectors: Government, Healthcare. Private Banking. Hi -Tech and E- Commerce. Found creative \revs to
Utilize available online databases, Internet websites. CD ROM products and directories in creating tar-ct populations in Val-101J."
industries of potential candidates and sources of referral.
HBO FILMS — Los Angeles. CA — 1999 —2000
• Researcher & Project Coordinator
• Conducted peripheral and background research, investigating and interviewing on proposed historical feature projects in
production and development. Wrote and developed project proposals and film treatments.
IXTLAN - Santa Monica, CA — 1998 - 1999
• Creative Assistant & Researcher, Content Archivist for writer /producer /director, Oliver Stone
• Responsible for script coverage & analysis, notes on production meetings, historical & political research, tracking project~
in development.
CHARLIE ROSE SHOW —New York. NY - Fall 1997
• Production Intern responsible for assisting program producers on booking potential guests.
• Researcher of documents involving guests, guests' histories & daily news segments, green room /control room
dirties and updated content for program's official website.
CAMPAIGN EXPERIENCE
ROD SMITH FLORIDA GUBERNATORIAL CAMPAIGN — Miami, FL — March 2005 — October 2005
• Political Director
• Organized, developed and oversaw a statewide political network in coordinated efforts with senior campaign staff.
JOHN KERRY FOR PRESIDENT — Miami, FL / Phoenix, AZ — December 2002 — 2004
• DeputV Florida Finance Director /Arizona State Coordinator /Florida Special Projects Coordinator
• Developed a fundraising network throughout Florida in coordinated efforts with senior campaign staff raising $2 21v1iv1.
• Worked with elected officials and State Democratic Party leadership to develop political relationships in support of the
Kerry presidential campaign efforts in Florida and Arizona. Helped to coordinate logistics and advance for Senator
Kerry's appearances in Florida & Arizona since 2002.
JOSE CANCELA FOR MAYOR OF MIAMI -DADE — Miami, FL — March — September 2004
• Campaign 44anager
• Managed the day -to -day operations of campaign staff, strategy, policy directives and media communications with line
item responsibilities for a $1.8MM campaign budget in the largest county in Florida.
BILL McBRIDE FLORIDA GUBERNATORIAL CAMPAIGN — Miami, FL — September — November 2002
• South Florida Hispanic Media Outreach /Event Director
• Created and organized media events and political appearances that targeted immigrant populations and the Hispanic
community working in tandem with the locally elected Hispanic Democratic leadership in the tri- county areas of Miami -
Dade. Broward & Palm Beach.
,
JOHN COSGROVE FLORIDA STATE SENATE CAMPAIGN — Miami. FL — April — September 2002
• Campaign Manager
• Managed the day -to -day operations of campaign staff, fundraising, scheduling and comnumications with line item
responsibilities for a $300K campaign budget in a legislative district that spanned six South Florida counties.
ED UCATION & ACTIVISM
• Florida State University, Bachelor of Science in Social Science Education
Minor: Anthropology & Philosophy — Degree: April 1997
• Taught American & British History at Christ's School, London, England
• Bilingual in written and oral English & Spanish
• Computer Proficient: MS Word, Windows, Outlook, Internet, Lexis - Nexis research database,
• Board Member — City of Miami Beach, Community Development Advisory Committee (CDAC), 2001
• Board Member — Miami -Dade County, Enterprise Zone Advisory Council, 2001 —2003
• Extensive travel & residence in North America, Latin America, & Europe
RICK HUNTER
WORK EXPERIENCE
Home 770 - 640 -7327
11540 Northgate Way
Roswell, GA 30075
Vice- President/Director /CFO
SDR Consulting, Atlanta, Georgia 611995 -present
Oversees the operation of the firm. Is responsible for client relationships, awarding of projects
and studies to be conducted and fielded and the development of new services and products for
our clients. Have worked with hundreds of clients and project managers while at SDR
Consulting. Specializes in management of public opinion research projects. Provides all types
of sample to major marketing research firms, corporations and consulting firms for their
marketing research projects. Provides many varied services within the research project process
such as cross tabulation services, sample management, study management and analytical
consulting. Provides consulting services to businesses either as a start-up business or assisting
the business in improving their sales with marketing campaigns. Have supervised the
completion of well over 350,000 surveys during my career. Have a wide range of knowledge
regarding current political and public opinion issues especially issues in the Hispanic community
in the United States. Assist many firms in the development of their studies during the initial
stages and help develop the sampling methodology required for each particular study.
Vice- President/Project Manager /Treasurer
Bendixen & Associates Washington, DC 111987 — 611995
Oversaw the operation of the firm. Assisted the Principal of the firm with political consulting,
campaign duties, time - buying of media for clients and public opinion research studies. Produced
cross tabulation reports, presentations, questionnaires and results for clients. Was Executive
Political News Director for Sergio Bendixen for his television work on Univision and
Telemundo both locally and nationally. Developed, supervised and executed exit polls, public
opinion research polls and political opinion research polls for both Univision and Telemundo.
Was Executive Political News.Director for U.S. Presidential Election coverage for both
Univision and Telemundo during the elections in 1988, 1992 and 1996.
Deputy Finance Director /Assistant to Campaign Manager
Steve Pcjcic,for Governor of Florida 611985 — 1111986
Assisted the Campaign Manager during the first year before larger staff was hired with
Gubernatorial Campaign field operations and coordinating volunteers at the State Democratic
Convention. As Deputy Finance Director oversaw the collection, distribution and reporting to
the Secretary of State of the over $9 million raised for the Steve Pajcic Campaign for Governor.
EDUCATION
Bachelor of Science Degree with Honors from Jacksonville University 1985
Majors in Political Science and History
Minors in Economics and International Affairs